Legg Mason
Industry: Investment management company
DescriptionLegg Mason is an American investment management firm with a focus on asset management and serves customers worldwide. Legg Mason offers products in equities and fixed income, as well as domestic and international liquidity management and alternative investments. Assets under management: 747.2 billion USD (as of 31 May 2018) Headquarters: Baltimore, Maryland, United States CEO: Joseph A Sullivan (13 Feb 2013–) Subsidiaries: Western Asset Management Company,
Legg Mason List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Legg Mason. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Legg Mason Salaries. You can even request information on how much does Legg Mason pay if you want to. Learn about salaries, pros and cons of working for Legg Mason directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,148 Legg Mason employees in database. Find out everything there's to know about Legg Mason employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Legg Mason Employees
Employee
Years
Job
Industry
Barbara Raftery Barbara Raftery's Legg Mason Experience 1995 - 2005
Job Senior Client Associate at JHS Capital Advisors, LLC
Industry Financial Services
Experience
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
McOlzer Brown, Jr. McOlzer Brown, Jr.'s Legg Mason Experience May 2004 - March 2011
Job Senior Tax Accountant at The Wills Group, Inc
Industry Financial Services
Experience
The Wills Group, Inc December 2014 - Present
Robert Half September 2014 - December 2014
Robert Half July 2014 - August 2014
Lewis James Professionals August 2013 - July 2014
Accountemps July 2013 - August 2013
Tyler, Brown & Riddick April 2011 - May 2013
Legg Mason May 2004 - March 2011
Spherion October 2003 - April 2004
CORT August 1998 - July 2003
Skills
Financial Accounting, Corporate Finance, Account Reconciliation, Microsoft Excel, Microsoft Word, Balance Sheet Review, Balance Sheet, Dividends, Monthly Close Process, Revenue Analysis, Revenue Share, Handle Confidential..., Depreciation, Inventory Control, Inventory Valuation, Sarbanes-Oxley, Sales & Use Tax, Netting, Transfer Pricing, Accounts Payable, Property Tax, Work Independently with..., Dependable Team Player, Invoicing, Highly detail oriented, Internal Audit, External Audit, Expense Reports, Operating Expenses, Volunteer Management, Bank Reconciliation, Fixed Asset Depreciation, Journal Entries, Closing Entries, Supervisory Skills, Mutual Funds, Affiliate Relations, Accruals, GAAP, Credit Cards, Fortune 500, Hyperion HFM, Account Management, Account Relationship, PeopleSoft, Expenses, Finance, Accounting, General Ledger, Variance Analysis
Education
Prince George's Community College
Accounting and Business/Management, 3.86
University of Maryland College Park
Accounting and Business/Management
University of Maryland University College
Accounting and Business/Management, 4.0
The Wills Group, Inc December 2014 - Present
Robert Half September 2014 - December 2014
Robert Half July 2014 - August 2014
Lewis James Professionals August 2013 - July 2014
Accountemps July 2013 - August 2013
Tyler, Brown & Riddick April 2011 - May 2013
Legg Mason May 2004 - March 2011
Spherion October 2003 - April 2004
CORT August 1998 - July 2003
Skills
Financial Accounting, Corporate Finance, Account Reconciliation, Microsoft Excel, Microsoft Word, Balance Sheet Review, Balance Sheet, Dividends, Monthly Close Process, Revenue Analysis, Revenue Share, Handle Confidential..., Depreciation, Inventory Control, Inventory Valuation, Sarbanes-Oxley, Sales & Use Tax, Netting, Transfer Pricing, Accounts Payable, Property Tax, Work Independently with..., Dependable Team Player, Invoicing, Highly detail oriented, Internal Audit, External Audit, Expense Reports, Operating Expenses, Volunteer Management, Bank Reconciliation, Fixed Asset Depreciation, Journal Entries, Closing Entries, Supervisory Skills, Mutual Funds, Affiliate Relations, Accruals, GAAP, Credit Cards, Fortune 500, Hyperion HFM, Account Management, Account Relationship, PeopleSoft, Expenses, Finance, Accounting, General Ledger, Variance Analysis
Education
Prince George's Community College
Accounting and Business/Management, 3.86
University of Maryland College Park
Accounting and Business/Management
University of Maryland University College
Accounting and Business/Management, 4.0
David Fralix David Fralix's Legg Mason Experience January 2001 - August 2004
Job Teacher at Charleston County School District
Industry Education Management
Experience
Charleston County School District August 2008 - Present
Merrill Lynch September 2004 - August 2006
Legg Mason January 2001 - August 2004
Southport Capital January 1999 - April 2000
Salomon Smith Barney June 1995 - January 1999
Skills
Differentiated..., Literacy, Classroom Management, K-12, Language Arts, Lesson Planning, Curriculum Mapping, Social Studies, RTI, Educational Technology, Classroom, Teacher Training, Smartboard, Professional Learning..., Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Instructional Design, Staff Development, Public Speaking
Education
University of South Carolina - The Moore School of Business 2006 — 2007
Finance, General
New York University 1994 — 1996
Master of Business Administration (MBA), Finance and International Business
University of South Carolina-Columbia 1987 — 1992
Bachelor of Arts (B.A.), Journalism
Charleston County School District August 2008 - Present
Merrill Lynch September 2004 - August 2006
Legg Mason January 2001 - August 2004
Southport Capital January 1999 - April 2000
Salomon Smith Barney June 1995 - January 1999
Skills
Differentiated..., Literacy, Classroom Management, K-12, Language Arts, Lesson Planning, Curriculum Mapping, Social Studies, RTI, Educational Technology, Classroom, Teacher Training, Smartboard, Professional Learning..., Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Instructional Design, Staff Development, Public Speaking
Education
University of South Carolina - The Moore School of Business 2006 — 2007
Finance, General
New York University 1994 — 1996
Master of Business Administration (MBA), Finance and International Business
University of South Carolina-Columbia 1987 — 1992
Bachelor of Arts (B.A.), Journalism
Paul J. Miklus Paul J. Miklus's Legg Mason Experience May 2007 - November 2010
Job Vice President at Permal Group Inc.
Industry Financial Services
Experience
Permal Group Inc. July 2012 - Present
BlackRock November 2010 - July 2012
Legg Mason May 2007 - November 2010
The Rosen Group November 2006 - April 2007
Corcoran Group Marketing December 2005 - November 2006
Weinrib & Connor November 2004 - December 2005
Skills
Series 7, Series 63, Bloomberg, Social Media, Client Services, Hedge Funds, Fixed Income, Investor Relations, Investment Management, Financial Services, Mutual Funds, Securities, Alternative Investments, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Corporate Finance, Financial Instruments and Markets, Global Business
National University of Singapore 2011 — 2012
MBA, Global Business Executive Education Program
University of Maryland College Park 2001 — 2004
BA, Journalism, Spanish
University of Richmond 2000 — 2001
Journalism, Spanish
Fordham Prep 1996 — 2000
Permal Group Inc. July 2012 - Present
BlackRock November 2010 - July 2012
Legg Mason May 2007 - November 2010
The Rosen Group November 2006 - April 2007
Corcoran Group Marketing December 2005 - November 2006
Weinrib & Connor November 2004 - December 2005
Skills
Series 7, Series 63, Bloomberg, Social Media, Client Services, Hedge Funds, Fixed Income, Investor Relations, Investment Management, Financial Services, Mutual Funds, Securities, Alternative Investments, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Corporate Finance, Financial Instruments and Markets, Global Business
National University of Singapore 2011 — 2012
MBA, Global Business Executive Education Program
University of Maryland College Park 2001 — 2004
BA, Journalism, Spanish
University of Richmond 2000 — 2001
Journalism, Spanish
Fordham Prep 1996 — 2000
John Gorrell John Gorrell's Legg Mason Experience March 2009 - August 2011
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments May 2012 - Present
Nomura Asset Management October 2011 - May 2012
Legg Mason March 2009 - August 2011
Legg Mason September 2007 - February 2009
Legg Mason February 2007 - August 2007
Skills
SMA, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Closed-end Funds, Management
Education
Oklahoma State University 1998 — 2003
BS, Biological Science
New York Life & MainStay Investments May 2012 - Present
Nomura Asset Management October 2011 - May 2012
Legg Mason March 2009 - August 2011
Legg Mason September 2007 - February 2009
Legg Mason February 2007 - August 2007
Skills
SMA, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Series 7, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Closed-end Funds, Management
Education
Oklahoma State University 1998 — 2003
BS, Biological Science
Anne Kellam Anne Kellam's Legg Mason Experience June 2006 - January 2012
Job Sr. Business Analyst at Nielsen Audio
Industry Research
Experience
Nielsen Company January 2012 - Present
Nielsen Audio 2012 - 2014
Legg Mason June 2006 - January 2012
Legg Mason Technology Services 2006 - November 2008
Digex 1998 - 2004
Skills
SDLC, Business Analysis, Visio, SharePoint, Requirements Analysis, Software Documentation, Program Management, Integration, Analysis, Project Management, SQL, Vendor Management, Software Project..., Data Analysis, PMP, Access, Business Intelligence, Agile Methodologies, PeopleSoft, Process Improvement, Disaster Recovery, MS Project, Requirements Gathering, UAT coordination, Testing, User Acceptance Testing
Education
North Carolina Central University
BA, Political Science / Public Administration
Nielsen Company January 2012 - Present
Nielsen Audio 2012 - 2014
Legg Mason June 2006 - January 2012
Legg Mason Technology Services 2006 - November 2008
Digex 1998 - 2004
Skills
SDLC, Business Analysis, Visio, SharePoint, Requirements Analysis, Software Documentation, Program Management, Integration, Analysis, Project Management, SQL, Vendor Management, Software Project..., Data Analysis, PMP, Access, Business Intelligence, Agile Methodologies, PeopleSoft, Process Improvement, Disaster Recovery, MS Project, Requirements Gathering, UAT coordination, Testing, User Acceptance Testing
Education
North Carolina Central University
BA, Political Science / Public Administration
Bill Ring Bill Ring's Legg Mason Experience January 1986 - May 1990
Job AVP Sales Leader at D&B
Industry Financial Services
Experience
D&B 1990 - Present
Legg Mason January 1986 - May 1990
NASDAQ July 1984 - January 1986
FBI August 1982 - June 1984
Skills
Salesforce.com, B2B, Account Management, Sales Management, Sales Process, Selling, Solution Selling, Cross Selling, Lead Generation, CRM, Customer Acquisition, Marketing Strategy, Coaching, Strategic Partnerships, Sales, New Business Development, Team Building, Sales Operations, Leadership, Business Development, Management, Marketing, Str, SaaS, Direct Sales, Product Management, Business Planning, Team Management, Customer Satisfaction, Training, Customer Retention, Portfolio Management, Risk Management, Short Tandem Repeat, Strategic Leadership
Education
Penn State University 1978 — 1982
BS, Finance
D&B 1990 - Present
Legg Mason January 1986 - May 1990
NASDAQ July 1984 - January 1986
FBI August 1982 - June 1984
Skills
Salesforce.com, B2B, Account Management, Sales Management, Sales Process, Selling, Solution Selling, Cross Selling, Lead Generation, CRM, Customer Acquisition, Marketing Strategy, Coaching, Strategic Partnerships, Sales, New Business Development, Team Building, Sales Operations, Leadership, Business Development, Management, Marketing, Str, SaaS, Direct Sales, Product Management, Business Planning, Team Management, Customer Satisfaction, Training, Customer Retention, Portfolio Management, Risk Management, Short Tandem Repeat, Strategic Leadership
Education
Penn State University 1978 — 1982
BS, Finance
AJ McDeavitt AJ McDeavitt's Legg Mason Experience August 2010 - March 2011
Job Associate at Select Asset Management
Industry Financial Services
Experience
Select Asset Management March 2011 - Present
Legg Mason August 2010 - March 2011
Skills
Capital Markets, Bonds, Financial Modeling, Portfolio Management, Investments, Bloomberg, Financial Analysis, Asset Managment, Microsoft Excel, Equities, Fixed Income Analysis, Finance, Fixed Income, Hedge Funds, Microsoft Office, Customer Service, Auditing, Asset Allocation, Corporate Finance, Internal Audit, Options
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Masters, Finance
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Select Asset Management March 2011 - Present
Legg Mason August 2010 - March 2011
Skills
Capital Markets, Bonds, Financial Modeling, Portfolio Management, Investments, Bloomberg, Financial Analysis, Asset Managment, Microsoft Excel, Equities, Fixed Income Analysis, Finance, Fixed Income, Hedge Funds, Microsoft Office, Customer Service, Auditing, Asset Allocation, Corporate Finance, Internal Audit, Options
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Masters, Finance
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Milagros Brogle Milagros Brogle's Legg Mason Experience April 2000 - August 2005
Job Executive Assistant
Industry Marketing and Advertising
Experience
Cline Davis Mann December 2006 - May 2012
CharterMac August 2005 - October 2006
Legg Mason April 2000 - August 2005
Zurich Scudder Investments May 1998 - April 2000
Education
Pace University
B.S, International Business Management
Cline Davis Mann December 2006 - May 2012
CharterMac August 2005 - October 2006
Legg Mason April 2000 - August 2005
Zurich Scudder Investments May 1998 - April 2000
Education
Pace University
B.S, International Business Management
Phil Karp Phil Karp's Legg Mason Experience December 1996 - June 2008
Job Managing Director, Enterprise Technical Services
Industry Financial Services
Experience
Wellington Management June 2008 - Present
Legg Mason December 1996 - June 2008
T. Rowe Price Associates April 1993 - December 1996
Network Imaging Systems Corporation May 1990 - April 1993
EA Engineering September 1989 - May 1990
Gettysburg Hospital October 1988 - September 1989
Mellon Bank March 1988 - October 1988
Skills
Vendor Management, Data Center, Citrix, ITIL, Network Architecture, Network Security, Servers, Enterprise Software, Networking, Operations Management, Network Design, Infrastructure, Management, Sourcing & Procurement, Global Strategy, Network Engineering, HP, Disaster Recovery, Email Solutions, Desktop Management, Oracle, PeopleSoft, Integration, Microsoft, Network Operations, Telecom Infrastructure, SIP, Avaya, Cisco, Riverbed, Mobile Technology, Information Technology, IT Strategy, Business Continuity, Professional Services, Security, Help Desk Management, Infoblox, Dell, Symantec, AT&T, BT, High Availability, IT Operations, Enterprise Architecture, IT Management, Virtualization, Architectures, VMware, Cloud Computing
Education
Notre Dame of Maryland University
Bachelor’s Degree, Computer Information Systems, Cum Laude
The Johns Hopkins University
Master’s Degree, Information Systems and Telecommunication
Wellington Management June 2008 - Present
Legg Mason December 1996 - June 2008
T. Rowe Price Associates April 1993 - December 1996
Network Imaging Systems Corporation May 1990 - April 1993
EA Engineering September 1989 - May 1990
Gettysburg Hospital October 1988 - September 1989
Mellon Bank March 1988 - October 1988
Skills
Vendor Management, Data Center, Citrix, ITIL, Network Architecture, Network Security, Servers, Enterprise Software, Networking, Operations Management, Network Design, Infrastructure, Management, Sourcing & Procurement, Global Strategy, Network Engineering, HP, Disaster Recovery, Email Solutions, Desktop Management, Oracle, PeopleSoft, Integration, Microsoft, Network Operations, Telecom Infrastructure, SIP, Avaya, Cisco, Riverbed, Mobile Technology, Information Technology, IT Strategy, Business Continuity, Professional Services, Security, Help Desk Management, Infoblox, Dell, Symantec, AT&T, BT, High Availability, IT Operations, Enterprise Architecture, IT Management, Virtualization, Architectures, VMware, Cloud Computing
Education
Notre Dame of Maryland University
Bachelor’s Degree, Computer Information Systems, Cum Laude
The Johns Hopkins University
Master’s Degree, Information Systems and Telecommunication
JG Guidera JG Guidera's Legg Mason Experience December 2014 - Present
Job Sales Director
Industry Investment Management
Experience
Legg Mason December 2014 - Present
Lord, Abbett & Co. LLC June 2005 - October 2014
Education
Loyola Blakefield
Loyola Blakefield
Princeton University
Legg Mason December 2014 - Present
Lord, Abbett & Co. LLC June 2005 - October 2014
Education
Loyola Blakefield
Loyola Blakefield
Princeton University
Stacy Brodie Dull's Legg Mason Experience June 1994 - March 2006
Job Executive Assistant at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Lynn Frank Lynn Frank's Legg Mason Experience September 2006 - December 2010
Job Experienced Travel Professional
Industry Leisure, Travel & Tourism
Experience
Legg Mason September 2006 - December 2010
Credit Suisse February 1999 - September 2006
BTI Americas 1997 - 1999
American Express 1992 - 1997
Education
Ohio University
Legg Mason September 2006 - December 2010
Credit Suisse February 1999 - September 2006
BTI Americas 1997 - 1999
American Express 1992 - 1997
Education
Ohio University
Marc Cole's Legg Mason Experience August 1997 - March 1999
Job CFO at Super G Funding, LLC
Industry Investment Management
Experience
Super G Funding, LLC January 2013 - Present
Bluefin Payment Systems 2007 - Present
Hamilton Investment Partners, LLC July 2004 - December 2010
Mellon Ventures 1999 - 2004
Legg Mason August 1997 - March 1999
Education
Penn State University 1993 — 1997
BS, Finance
Super G Funding, LLC January 2013 - Present
Bluefin Payment Systems 2007 - Present
Hamilton Investment Partners, LLC July 2004 - December 2010
Mellon Ventures 1999 - 2004
Legg Mason August 1997 - March 1999
Education
Penn State University 1993 — 1997
BS, Finance
Kelly Connolly Kelly Connolly's Legg Mason Experience September 2010 - January 2012
Job Manager, Corporate Events at Global Planners, Inc
Industry Events Services
Experience
Global Planners, Inc January 2002 - Present
Legg Mason September 2010 - January 2012
Skills
Corporate Events, Registration Services, Meeting Planning, Travel, Contract Negotiation, Customer Service, Event Management, Event Planning, Food, Hotels, Incentive Travel, Incentives, Live Events, Location Intelligence, Private Events, Resorts, Special Event, Trade Shows, Tourism, Marketing, Hospitality Management
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Global Planners, Inc January 2002 - Present
Legg Mason September 2010 - January 2012
Skills
Corporate Events, Registration Services, Meeting Planning, Travel, Contract Negotiation, Customer Service, Event Management, Event Planning, Food, Hotels, Incentive Travel, Incentives, Live Events, Location Intelligence, Private Events, Resorts, Special Event, Trade Shows, Tourism, Marketing, Hospitality Management
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Rick Southard Rick Southard's Legg Mason Experience February 2011 - April 2011
Job Manager at McLagan
Industry Financial Services
Experience
McLagan April 2015 - Present
McLagan March 2014 - April 2015
GE Asset Management September 2013 - March 2014
GE Asset Management August 2012 - September 2013
GE Asset Management July 2011 - March 2013
K2 Advisors April 2011 - June 2011
Legg Mason February 2011 - April 2011
Wachovia, A Wells Fargo Company August 2010 - December 2010
Wells Fargo Financial March 2010 - July 2010
Pace University Student Athlete Advisory Committee May 2008 - May 2009
Skills
Analytical, Bloomberg Terminal, Microsoft Office, Leadership, Public Speaking, Highly Adaptable, Quick Learner, Analytical Skills, Analysis, Management, Finance, Strategy, Banking, Process Improvement, Accounting, Training, Microsoft Excel, Financial Analysis
Education
Sacred Heart University 2010 — 2011
MBA, Finance
Pace University - Lubin School of Business 2005 — 2009
BA, Finance
Trumbull High School 2001 — 2005
McLagan April 2015 - Present
McLagan March 2014 - April 2015
GE Asset Management September 2013 - March 2014
GE Asset Management August 2012 - September 2013
GE Asset Management July 2011 - March 2013
K2 Advisors April 2011 - June 2011
Legg Mason February 2011 - April 2011
Wachovia, A Wells Fargo Company August 2010 - December 2010
Wells Fargo Financial March 2010 - July 2010
Pace University Student Athlete Advisory Committee May 2008 - May 2009
Skills
Analytical, Bloomberg Terminal, Microsoft Office, Leadership, Public Speaking, Highly Adaptable, Quick Learner, Analytical Skills, Analysis, Management, Finance, Strategy, Banking, Process Improvement, Accounting, Training, Microsoft Excel, Financial Analysis
Education
Sacred Heart University 2010 — 2011
MBA, Finance
Pace University - Lubin School of Business 2005 — 2009
BA, Finance
Trumbull High School 2001 — 2005
Jed Carmona's Legg Mason Experience August 2003 - December 2008
Job Senior Business Analyst at Wall Street English
Industry Investment Management
Experience
Wall Street English September 2013 - Present
Sogeti October 2011 - August 2013
Constellation Energy Commodities Group February 2011 - October 2011
T. Rowe Price May 2010 - February 2011
TEKsystems 2009 - 2011
Johns Hopkins Bloomberg School of Public Health June 2009 - May 2010
Legg Mason August 2003 - December 2008
designet, llc December 2002 - January 2008
Fiserv Securities May 1999 - April 2003
T. Rowe Price January 1994 - May 1999
Education
Muhlenberg College 1987 — 1992
BS, Business Administration-Marketing Management
McDonogh School 1980 — 1987
Wall Street English September 2013 - Present
Sogeti October 2011 - August 2013
Constellation Energy Commodities Group February 2011 - October 2011
T. Rowe Price May 2010 - February 2011
TEKsystems 2009 - 2011
Johns Hopkins Bloomberg School of Public Health June 2009 - May 2010
Legg Mason August 2003 - December 2008
designet, llc December 2002 - January 2008
Fiserv Securities May 1999 - April 2003
T. Rowe Price January 1994 - May 1999
Education
Muhlenberg College 1987 — 1992
BS, Business Administration-Marketing Management
McDonogh School 1980 — 1987
Stephanie Gallert, PMP Stephanie Gallert, PMP's Legg Mason Experience December 2004 - September 2009
Job
Industry Information Technology and Services
Experience
Booz Allen Hamilton November 2012 - Present
Six3 Systems Cyber & Enterprise Systems Group September 2010 - November 2012
Novii Design February 2010 - September 2010
Novii Design September 2009 - February 2010
Legg Mason December 2004 - September 2009
The Vanguard Group 1994 - 2004
Skills
PMP, Project Management, Program Management, Agile Methodologies, Agile Project Management, Scrum, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, Systems Engineering, Systems Analysis, Integration, MS Project, Atlassian JIRA, Atlassian GreenHopper, Confluence, SharePoint, Test Management, Testing, Test Planning, Test Cases, User Acceptance Testing, Performance Reviews, Linux, XML, Data Warehousing, Unix, Java, SQL
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
Masters
Shippensburg University of Pennsylvania 1989 — 1993
BSBA
Booz Allen Hamilton November 2012 - Present
Six3 Systems Cyber & Enterprise Systems Group September 2010 - November 2012
Novii Design February 2010 - September 2010
Novii Design September 2009 - February 2010
Legg Mason December 2004 - September 2009
The Vanguard Group 1994 - 2004
Skills
PMP, Project Management, Program Management, Agile Methodologies, Agile Project Management, Scrum, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, Systems Engineering, Systems Analysis, Integration, MS Project, Atlassian JIRA, Atlassian GreenHopper, Confluence, SharePoint, Test Management, Testing, Test Planning, Test Cases, User Acceptance Testing, Performance Reviews, Linux, XML, Data Warehousing, Unix, Java, SQL
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
Masters
Shippensburg University of Pennsylvania 1989 — 1993
BSBA
D. Michael Sullivan D. Michael Sullivan's Legg Mason Experience July 1999 - April 2006
Job Financial Advisor, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Jonathan Horton Jonathan Horton's Legg Mason Experience May 2006 - February 2010
Job Owner at HortonFitness
Industry Information Technology and Services
Experience
Center for Medicare & Medicaid Services February 2013 - Present
HortonFitness.com February 2012 - Present
Social Security Administration February 2010 - February 2013
Baltimore Ravens April 2002 - February 2012
Legg Mason May 2006 - February 2010
COA Cheer & Dance 2003 - 2008
Systems Alliance, Inc. 2004 - 2005
Mid-Atlantic CIO Forum 2003 - 2005
Education
Towson University 2003 — 2006
Masters of Science, IT Project Management
Northern Illinois University
Center for Medicare & Medicaid Services February 2013 - Present
HortonFitness.com February 2012 - Present
Social Security Administration February 2010 - February 2013
Baltimore Ravens April 2002 - February 2012
Legg Mason May 2006 - February 2010
COA Cheer & Dance 2003 - 2008
Systems Alliance, Inc. 2004 - 2005
Mid-Atlantic CIO Forum 2003 - 2005
Education
Towson University 2003 — 2006
Masters of Science, IT Project Management
Northern Illinois University
Jenny Sunderwirth's Legg Mason Experience 2004 - 2004
Job Full Stack Software Wizard at 10xPeople
Industry Computer Software
Experience
10xPeople August 2015 - Present
SAP March 2010 - June 2015
Sybase March 2007 - June 2015
L-3 Communications 2004 - 2007
Legg Mason 2004 - 2004
Navius Technologies, LLC 2000 - 2003
Skills
Perl, Oracle, Unix, Sybase, Java, Linux, Requirements Analysis, Solaris, Tomcat, Integration, JDBC, Software Development, Sybase Adaptive Server, Sybase IQ, Database Design, JavaScript, MySQL, Shell Scripting, SOA, Agile Methodologies, Software Design, System Architecture, Software Engineering, CVS, Unix Shell Scripting, XML, Data Warehousing, Web Applications, Enterprise Architecture, C, Subversion, Configuration Management, Adult Education, Python, Weblogic Administration, Ksh, Web Services, PostgreSQL, korn, Oracle XML, Bash, Spring, Android SDK
Education
Penn State University
Bachelor of Science (B.S.), Computer Science
10xPeople August 2015 - Present
SAP March 2010 - June 2015
Sybase March 2007 - June 2015
L-3 Communications 2004 - 2007
Legg Mason 2004 - 2004
Navius Technologies, LLC 2000 - 2003
Skills
Perl, Oracle, Unix, Sybase, Java, Linux, Requirements Analysis, Solaris, Tomcat, Integration, JDBC, Software Development, Sybase Adaptive Server, Sybase IQ, Database Design, JavaScript, MySQL, Shell Scripting, SOA, Agile Methodologies, Software Design, System Architecture, Software Engineering, CVS, Unix Shell Scripting, XML, Data Warehousing, Web Applications, Enterprise Architecture, C, Subversion, Configuration Management, Adult Education, Python, Weblogic Administration, Ksh, Web Services, PostgreSQL, korn, Oracle XML, Bash, Spring, Android SDK
Education
Penn State University
Bachelor of Science (B.S.), Computer Science
Joni Rhodes's Legg Mason Experience June 2004 - October 2005
Job Contract Compliance Audit Services Expert
Industry Accounting
Experience
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
Steven Lehman, CFP® Steven Lehman, CFP®'s Legg Mason Experience 1998 - 2005
Job Financial Advisor, First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, 2009 - Present
Smith Barney 2005 - 2009
Legg Mason 1998 - 2005
Skills
Mutual Funds, Investment Strategies, Retirement Planning, 401k, Securities, Financial Services, 401k Rollovers, Tax - Efficient..., Bonds, Annuities
Education
Penn State University 1992 — 1995
Bachelor of Science (B.S.), Smeal College of Business
Conestoga High School 1988 — 1991
Wells Fargo Advisors, 2009 - Present
Smith Barney 2005 - 2009
Legg Mason 1998 - 2005
Skills
Mutual Funds, Investment Strategies, Retirement Planning, 401k, Securities, Financial Services, 401k Rollovers, Tax - Efficient..., Bonds, Annuities
Education
Penn State University 1992 — 1995
Bachelor of Science (B.S.), Smeal College of Business
Conestoga High School 1988 — 1991
Harvinder Saini Harvinder Saini's Legg Mason Experience December 2006 - November 2007
Job Lead at Mackenzie Investments
Industry Computer Software
Experience
Mackenzie Investments December 2014 - May 2015
CGI December 2011 - November 2014
Punjab Infotech April 2010 - August 2011
J.P. Morgan January 2008 - August 2009
Legg Mason December 2006 - November 2007
GlobalTech Enterprises August 2002 - November 2004
Education
NJIT 2005 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BS, Computer Science
Mackenzie Investments December 2014 - May 2015
CGI December 2011 - November 2014
Punjab Infotech April 2010 - August 2011
J.P. Morgan January 2008 - August 2009
Legg Mason December 2006 - November 2007
GlobalTech Enterprises August 2002 - November 2004
Education
NJIT 2005 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BS, Computer Science
Pete Lester Pete Lester's Legg Mason Experience 2006 - 2010
Job Windows Systems Administrator
Industry Information Technology and Services
Experience
Johns Hopkins University Applied Physics Laboratory March 2013 - Present
CohnReznick LLP January 2011 - March 2013
Legg Mason 2006 - 2010
US Army September 1999 - September 2006
Skills
Active Directory, Disaster Recovery, Windows Server, System Administration, Group Policy, VMware ESX, Servers, Security, Windows 7, Microsoft Certified..., Windows, Microsoft Exchange, Citrix, Troubleshooting, Microsoft Office, Technical Support, Visio, Networking, Blackberry Enterprise..., Blackberry, DHCP, Team Leadership, Network Security, Process Improvement, VMware, Analysis, Microsoft Excel, MS Project, Outlook, XP, Hardware, Data Center, DNS, Antivirus, VMware Infrastructure, Software Documentation, Network Administration, Firewalls, Cisco Technologies, Microsoft Certified..., Help Desk Support, Operating Systems, Windows XP, CompTIA Security+
Education
University of Maryland University College 2015 — 2017
Master of Science (M.S.), Cyber Security
University of Maryland University College 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2010 — 2013
Bachelor of Science (BS), Information Sciences and Technology
Johns Hopkins University Applied Physics Laboratory March 2013 - Present
CohnReznick LLP January 2011 - March 2013
Legg Mason 2006 - 2010
US Army September 1999 - September 2006
Skills
Active Directory, Disaster Recovery, Windows Server, System Administration, Group Policy, VMware ESX, Servers, Security, Windows 7, Microsoft Certified..., Windows, Microsoft Exchange, Citrix, Troubleshooting, Microsoft Office, Technical Support, Visio, Networking, Blackberry Enterprise..., Blackberry, DHCP, Team Leadership, Network Security, Process Improvement, VMware, Analysis, Microsoft Excel, MS Project, Outlook, XP, Hardware, Data Center, DNS, Antivirus, VMware Infrastructure, Software Documentation, Network Administration, Firewalls, Cisco Technologies, Microsoft Certified..., Help Desk Support, Operating Systems, Windows XP, CompTIA Security+
Education
University of Maryland University College 2015 — 2017
Master of Science (M.S.), Cyber Security
University of Maryland University College 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2010 — 2013
Bachelor of Science (BS), Information Sciences and Technology
Craig Eastwood Craig Eastwood's Legg Mason Experience July 1997 - April 2001
Job Financial Advisor / Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Gifford Lee Gifford Lee's Legg Mason Experience March 2006 - December 2008
Job Financial Advisor Capital One Investing
Industry Financial Services
Experience
Capital One Investing March 2015 - Present
Bank of America, Merrill Lynch January 2012 - March 2015
Citigroup June 2010 - December 2011
JP Morgan Chase July 2009 - May 2010
Legg Mason March 2006 - December 2008
Legg Mason September 2004 - March 2006
Citigroup September 2001 - September 2004
Citigroup September 1998 - August 2001
AIG SunAmerica 1996 - 1998
Skills
Mutual Funds, Wealth Management, Asset Management, Investments, Financial Planning, Banking, Investment Products, Sales Management, Series 7, Series 63, Financial Markets, Financial Advisory, Fixed Income, Equities, Retirement, Investment Strategies, Investment Advisory, Asset Allocation, Client Service, Insurance, Bonds, Portfolios, Annuities, Strategic Financial..., Financial Services, Asset Managment, ETFs, Investment Management
Education
Pace University 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University - Lubin School of Business 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelors of Business Administration, Marketing Management
Capital One Investing March 2015 - Present
Bank of America, Merrill Lynch January 2012 - March 2015
Citigroup June 2010 - December 2011
JP Morgan Chase July 2009 - May 2010
Legg Mason March 2006 - December 2008
Legg Mason September 2004 - March 2006
Citigroup September 2001 - September 2004
Citigroup September 1998 - August 2001
AIG SunAmerica 1996 - 1998
Skills
Mutual Funds, Wealth Management, Asset Management, Investments, Financial Planning, Banking, Investment Products, Sales Management, Series 7, Series 63, Financial Markets, Financial Advisory, Fixed Income, Equities, Retirement, Investment Strategies, Investment Advisory, Asset Allocation, Client Service, Insurance, Bonds, Portfolios, Annuities, Strategic Financial..., Financial Services, Asset Managment, ETFs, Investment Management
Education
Pace University 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University - Lubin School of Business 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelors of Business Administration, Marketing Management
Joshua Pflaum Joshua Pflaum's Legg Mason Experience July 2007 - July 2011
Job Senior Investment Solutions Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Finix Professional Services, LLC. October 2012 - April 2013
Deloitte Consulting July 2011 - October 2012
Legg Mason July 2007 - July 2011
PennDOT (Pennsylvania department of Transportation) May 2006 - September 2006
Skills
SDLC, Requirements Analysis, Integration, Data Warehousing, Business Analysis, Requirements Gathering, Asset Management, SQL, Transaction Processing, Cash Flow Forecasting, Visio, Microsoft Excel, Trading Systems, Project Management, System Testing, User Acceptance Testing, HTML, PHP, System Integration..., Technology Integration, MS Project, PowerPoint, Process Improvement, Consulting
Education
Penn State University 2003 — 2007
Information Sciences and Technology, Systems Integration
T. Rowe Price April 2013 - Present
Finix Professional Services, LLC. October 2012 - April 2013
Deloitte Consulting July 2011 - October 2012
Legg Mason July 2007 - July 2011
PennDOT (Pennsylvania department of Transportation) May 2006 - September 2006
Skills
SDLC, Requirements Analysis, Integration, Data Warehousing, Business Analysis, Requirements Gathering, Asset Management, SQL, Transaction Processing, Cash Flow Forecasting, Visio, Microsoft Excel, Trading Systems, Project Management, System Testing, User Acceptance Testing, HTML, PHP, System Integration..., Technology Integration, MS Project, PowerPoint, Process Improvement, Consulting
Education
Penn State University 2003 — 2007
Information Sciences and Technology, Systems Integration
Mark Jacobs Mark Jacobs's Legg Mason Experience December 2007 - December 2008
Job Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Neuberger Berman September 2009 - Present
Legg Mason December 2007 - December 2008
Legg Mason December 2006 - December 2007
New York Life Investment Management October 2000 - October 2006
Optima Group August 1996 - November 1998
Dreyfus/Mellon November 1985 - August 1996
Skills
Series 7, Mutual Funds, Marketing Communications, Marketing Strategy, Product Marketing, Online Marketing, Product Management, Marketing, Financial Services, CRM, Investments, Sales, Equities, Series 63, Management
Education
Pace University 1984 — 1985
MBA, Management Information Systems
University of Toledo 1975 — 1977
MBA, Marketing, Brand Management
Patrick Holland Patrick Holland's Legg Mason Experience January 1999 - 2006
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney 2006 - January 2009
Legg Mason January 1999 - 2006
Morgan Stanley Dean Witter 1989 - 1999
Skills
Investment Strategies, Financial Advisory, Asset Allocation, Retirement Planning, 401k Rollovers, Fixed Income Strategies, Tax-advantaged..., Business Owner Planning, Succession Planning, Concentrated Stock, Multi-generational..., Wealth Preservation..., Estate Planning..., Risk Management, Stock Market Analysis, Insurance
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Management Analyst Education Program
Nichols College 1984 — 1988
Bachelor's Degree, Business
Saint John's High School, Shrewsbury, MA 1980 — 1984
High School
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney 2006 - January 2009
Legg Mason January 1999 - 2006
Morgan Stanley Dean Witter 1989 - 1999
Skills
Investment Strategies, Financial Advisory, Asset Allocation, Retirement Planning, 401k Rollovers, Fixed Income Strategies, Tax-advantaged..., Business Owner Planning, Succession Planning, Concentrated Stock, Multi-generational..., Wealth Preservation..., Estate Planning..., Risk Management, Stock Market Analysis, Insurance
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Management Analyst Education Program
Nichols College 1984 — 1988
Bachelor's Degree, Business
Saint John's High School, Shrewsbury, MA 1980 — 1984
High School
Michael S. Matays Michael S. Matays's Legg Mason Experience January 2014 - Present
Job Internal Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2014 - Present
Equinox Group Distributors, LLC January 2012 - October 2013
Equinox Group Distributors, LLC March 2009 - December 2011
BlackRock February 2007 - November 2008
HSBC September 2006 - January 2007
Gameservers LLC June 2003 - June 2006
Skills
Series 7, Asset Managment, Valuation, Investments, Alternative Investments, Mutual Funds
Education
University of Nevada-Las Vegas 2001 — 2003
BSBA, Management Information Systems
New Jersey Institute of Technology 1998 — 2001
N/A, Electrical Engineering
Legg Mason January 2014 - Present
Equinox Group Distributors, LLC January 2012 - October 2013
Equinox Group Distributors, LLC March 2009 - December 2011
BlackRock February 2007 - November 2008
HSBC September 2006 - January 2007
Gameservers LLC June 2003 - June 2006
Skills
Series 7, Asset Managment, Valuation, Investments, Alternative Investments, Mutual Funds
Education
University of Nevada-Las Vegas 2001 — 2003
BSBA, Management Information Systems
New Jersey Institute of Technology 1998 — 2001
N/A, Electrical Engineering
Jay Rhee Jay Rhee's Legg Mason Experience May 2005 - July 2005
Job Senior Associate at McGladrey
Industry Financial Services
Experience
McGladrey January 2012 - Present
Deloitte & Touche September 2008 - January 2012
LG Display June 2006 - July 2007
Legg Mason May 2005 - July 2005
Special Operations Command(Special Force) September 2002 - September 2004
Samsung Securities June 2001 - August 2001
Skills
Finanial Modeling, Business Valuation, Cash Flow Forecasting, Auditing, Due Diligence, Audit, Accounting, Valuation, Mergers
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MS, Accounting
Penn State University 2000 — 2006
BS, Finance
McGladrey January 2012 - Present
Deloitte & Touche September 2008 - January 2012
LG Display June 2006 - July 2007
Legg Mason May 2005 - July 2005
Special Operations Command(Special Force) September 2002 - September 2004
Samsung Securities June 2001 - August 2001
Skills
Finanial Modeling, Business Valuation, Cash Flow Forecasting, Auditing, Due Diligence, Audit, Accounting, Valuation, Mergers
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MS, Accounting
Penn State University 2000 — 2006
BS, Finance
Chris Borras's Legg Mason Experience January 2007 - December 2011
Job Hotel Sales Concierge at City Experts Guest Services
Industry Hospitality
Experience
City Experts Guest Services September 2013 - Present
Seeking Employment Opportunities / Leads December 2011 - September 2013
Legg Mason January 2007 - December 2011
Citigroup Asset Management (Acquired by Legg Mason - December 2005) December 2001 - December 2006
Various Companies October 1998 - December 2001
Levco Group LLC October 1996 - October 1998
The Custom Shop Clothiers June 1994 - September 1996
Lechters Housewares June 1992 - June 1994
Macy*s May 1989 - May 1992
Florsheim Shoes April 1985 - May 1989
Skills
Project Management, Event Management, Event Planning, Mentoring, Training, Image Consulting, Public Relations, Entrepreneurship, Audience Development, Social Promotion, Website Promotion, Hands-on Training, Customer Service, Office Management, Office Administration, Front Office, CEOs, Risk Management, Social Networking, Property Management, Financial Services, FINRA, Concur, PeopleSoft, Bookkeeping, Microsoft Excel, Hospitality Management, Internet, Logistics Management, Microsoft Office, Social Media, PowerPoint, Risk Assessment, Management, Sales, Time Management, Finance, Account Management, Leadership, Teamwork, Financial Risk, Access, Outlook, CRM, Salesforce.com, SharePoint, Trading, Financial Reporting, Asset Management, Hospitality
Education
Pace University 1984 — 1992
BBA, General Business Management
City Experts Guest Services September 2013 - Present
Seeking Employment Opportunities / Leads December 2011 - September 2013
Legg Mason January 2007 - December 2011
Citigroup Asset Management (Acquired by Legg Mason - December 2005) December 2001 - December 2006
Various Companies October 1998 - December 2001
Levco Group LLC October 1996 - October 1998
The Custom Shop Clothiers June 1994 - September 1996
Lechters Housewares June 1992 - June 1994
Macy*s May 1989 - May 1992
Florsheim Shoes April 1985 - May 1989
Skills
Project Management, Event Management, Event Planning, Mentoring, Training, Image Consulting, Public Relations, Entrepreneurship, Audience Development, Social Promotion, Website Promotion, Hands-on Training, Customer Service, Office Management, Office Administration, Front Office, CEOs, Risk Management, Social Networking, Property Management, Financial Services, FINRA, Concur, PeopleSoft, Bookkeeping, Microsoft Excel, Hospitality Management, Internet, Logistics Management, Microsoft Office, Social Media, PowerPoint, Risk Assessment, Management, Sales, Time Management, Finance, Account Management, Leadership, Teamwork, Financial Risk, Access, Outlook, CRM, Salesforce.com, SharePoint, Trading, Financial Reporting, Asset Management, Hospitality
Education
Pace University 1984 — 1992
BBA, General Business Management
Jon Eckhardt Jon Eckhardt's Legg Mason Experience July 1995 - August 1996
Job Robert Pricer Chair in Enterprise Development * Cofounder of gener8tor * Editor at EIX
Industry Research
Experience
University of Wisconsin-Madison August 2002 - Present
gener8tor 2012 - Present
Jewish Federation of Madison August 2011 - Present
Entrepreneur & Innovation Exchange August 2014 - Present
Extract Systems 2012 - Present
National Economic Research Associates 1996 - 1997
Legg Mason July 1995 - August 1996
United States Army August 1988 - August 1991
Skills
Data Analysis, Statistics, Research, Economics, Stata, Market Research, Business Strategy, Higher Education, R, Public Speaking, Strategic Planning, Qualitative Research, Quantitative Analytics, Analysis, Financial Modeling, SPSS, Social Media, Management Consulting, Analytics, Statistical Modeling, Data Mining, Entrepreneurship, Econometrics, Start-ups, Strategy
Education
University of Maryland College Park 1997 — 2003
Ph.D., Business (Entrepreneurship & Economics)
Pennsylvania State University 1991 — 1995
BS, Economics
University of Wisconsin-Madison August 2002 - Present
gener8tor 2012 - Present
Jewish Federation of Madison August 2011 - Present
Entrepreneur & Innovation Exchange August 2014 - Present
Extract Systems 2012 - Present
National Economic Research Associates 1996 - 1997
Legg Mason July 1995 - August 1996
United States Army August 1988 - August 1991
Skills
Data Analysis, Statistics, Research, Economics, Stata, Market Research, Business Strategy, Higher Education, R, Public Speaking, Strategic Planning, Qualitative Research, Quantitative Analytics, Analysis, Financial Modeling, SPSS, Social Media, Management Consulting, Analytics, Statistical Modeling, Data Mining, Entrepreneurship, Econometrics, Start-ups, Strategy
Education
University of Maryland College Park 1997 — 2003
Ph.D., Business (Entrepreneurship & Economics)
Pennsylvania State University 1991 — 1995
BS, Economics
Marc Krawatsky Marc Krawatsky's Legg Mason Experience October 1996 - August 1997
Job President at Chesapeake Technical Solutions
Industry Information Technology and Services
Experience
Chesapeake Technical Solutions August 2003 - Present
Yurcor April 2001 - May 2015
Foundation Source September 2000 - February 2001
FreeAgent.com September 1999 - September 2000
Johns Hopkins University Applied Physics Laboratory May 1998 - September 1999
IBM October 1997 - March 1998
Legg Mason October 1996 - August 1997
AXA US December 1995 - July 1996
Cantor Fitzgerald June 1994 - December 1995
Skills
Application Development, SQL Server, Windows, Visual Basic, Databases, T-SQL, Software Development, Integration, Software Documentation, IT Management, Microsoft SQL Server, Business Analysis, Servers, Windows Server
Education
New York University - Polytechnic School of Engineering 1991 — 1994
Bachelor of Science (BS), Information Management
Chesapeake Technical Solutions August 2003 - Present
Yurcor April 2001 - May 2015
Foundation Source September 2000 - February 2001
FreeAgent.com September 1999 - September 2000
Johns Hopkins University Applied Physics Laboratory May 1998 - September 1999
IBM October 1997 - March 1998
Legg Mason October 1996 - August 1997
AXA US December 1995 - July 1996
Cantor Fitzgerald June 1994 - December 1995
Skills
Application Development, SQL Server, Windows, Visual Basic, Databases, T-SQL, Software Development, Integration, Software Documentation, IT Management, Microsoft SQL Server, Business Analysis, Servers, Windows Server
Education
New York University - Polytechnic School of Engineering 1991 — 1994
Bachelor of Science (BS), Information Management
Greg Kelly Greg Kelly's Legg Mason Experience September 2014 - April 2015
Job Associate, Integrated Investment (Hershey) at UM Worldwide
Industry Marketing and Advertising
Experience
UM Worldwide June 2015 - Present
Legg Mason September 2014 - April 2015
CBS News June 2014 - August 2014
On The Ball Sports (OTBS) June 2013 - September 2013
Serengetee LLC June 2013 - September 2013
Wasabi Ventures, LLC January 2013 - June 2013
Self Employed January 2012 - August 2012
Woodway Country Club June 2011 - August 2012
Woodway Country Club June 2008 - August 2012
Noroton Presbyterian Nursery School May 2012 - June 2012
Skills
Facebook, Social Media, Marketing, PowerPoint, Event Planning, Leadership, Microsoft Word, Microsoft Office, Social Networking, Social Media Marketing, Microsoft Excel, Advertising, Public Speaking, iMovie, Spanish, Sports, iPhoto, Outlook, Research, Customer Service, OS X, Photoshop, Team Leadership, Sales, Press Releases, Time Management, Teamwork, Event Management, Twitter, Editing, Writing, Marketing Communications, Avid Newscutter, Fundraising, Management, Nonprofits, Market Research, Marketing Strategy, Communication, Public Relations, Sponsorship, Analysis, Google Analytics
Education
Loyola University Maryland Sellinger School of Business and Management 2010 — 2015
Bachelor of Business Administration, Marketing
Norwalk Community College 2011 — 2011
Canterbury School 2008 — 2010
Darien High School 2006 — 2008
UM Worldwide June 2015 - Present
Legg Mason September 2014 - April 2015
CBS News June 2014 - August 2014
On The Ball Sports (OTBS) June 2013 - September 2013
Serengetee LLC June 2013 - September 2013
Wasabi Ventures, LLC January 2013 - June 2013
Self Employed January 2012 - August 2012
Woodway Country Club June 2011 - August 2012
Woodway Country Club June 2008 - August 2012
Noroton Presbyterian Nursery School May 2012 - June 2012
Skills
Facebook, Social Media, Marketing, PowerPoint, Event Planning, Leadership, Microsoft Word, Microsoft Office, Social Networking, Social Media Marketing, Microsoft Excel, Advertising, Public Speaking, iMovie, Spanish, Sports, iPhoto, Outlook, Research, Customer Service, OS X, Photoshop, Team Leadership, Sales, Press Releases, Time Management, Teamwork, Event Management, Twitter, Editing, Writing, Marketing Communications, Avid Newscutter, Fundraising, Management, Nonprofits, Market Research, Marketing Strategy, Communication, Public Relations, Sponsorship, Analysis, Google Analytics
Education
Loyola University Maryland Sellinger School of Business and Management 2010 — 2015
Bachelor of Business Administration, Marketing
Norwalk Community College 2011 — 2011
Canterbury School 2008 — 2010
Darien High School 2006 — 2008
Brent Hawk Brent Hawk's Legg Mason Experience February 1999 - December 2005
Job General Manager at Heritage Hills Athletic Club
Industry Hospitality
Experience
Heritage Hills Golf Resort April 2010 - Present
Morgan Stanley December 2005 - February 2010
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Skills
Customer Service, Event Management, Event Planning, Marketing Strategy, Leadership, Hospitality, Management, Microsoft Excel, Microsoft Office, Public Speaking
Education
Penn State University
Bachelor of Science (BS), Finance, General
Heritage Hills Golf Resort April 2010 - Present
Morgan Stanley December 2005 - February 2010
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Skills
Customer Service, Event Management, Event Planning, Marketing Strategy, Leadership, Hospitality, Management, Microsoft Excel, Microsoft Office, Public Speaking
Education
Penn State University
Bachelor of Science (BS), Finance, General
Angela Roberts's Legg Mason Experience 1999 - 2004
Job Managing Director, Strategic Communications, Marketing, and Branding ♦ B2B and B2C
Industry Public Relations and Communications
Experience
Blue Cross Blue Shield Association January 2015 - Present
Cancer Treatment Centers of America 2011 - January 2015
Cancer Treatment Centers of America® 2009 - 2011
Johns Hopkins University 2006 - 2009
Agora Publishing 2004 - 2006
Legg Mason 1999 - 2004
Maryland Mentoring Partnership 1998 - 1999
Skills
Strategic Communications, Corporate Communications, Editing, Content Strategy, Strategy, Newsletters, Integrated Marketing, Internal Communications, Content Development, Social Media, Leadership, Marketing, Market Research, Blogging, Facebook, Fundraising, Publishing, Editorial, Research, Marketing Communications, Audience Segmentation, Email Marketing, Management, Strategic Planning, Media Relations, Marketing Management, Project Management, Social Media Marketing, Strategic Planning &..., Internal and External..., Cross-Functional..., C-Suite Communications, Customer Acquisition..., New Business Development, Nurture Marketing..., Public and Media..., Reputation Management, Agency and Vendor..., Project and Program...
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Certificate, Strategic Marketing in The Nanosecond Culture
The Johns Hopkins University
Master of Arts (M.A.), Non-Fiction Writing
University of Maryland Baltimore County
Bachelor of Arts (B.A.), English, Cum Laude
Blue Cross Blue Shield Association January 2015 - Present
Cancer Treatment Centers of America 2011 - January 2015
Cancer Treatment Centers of America® 2009 - 2011
Johns Hopkins University 2006 - 2009
Agora Publishing 2004 - 2006
Legg Mason 1999 - 2004
Maryland Mentoring Partnership 1998 - 1999
Skills
Strategic Communications, Corporate Communications, Editing, Content Strategy, Strategy, Newsletters, Integrated Marketing, Internal Communications, Content Development, Social Media, Leadership, Marketing, Market Research, Blogging, Facebook, Fundraising, Publishing, Editorial, Research, Marketing Communications, Audience Segmentation, Email Marketing, Management, Strategic Planning, Media Relations, Marketing Management, Project Management, Social Media Marketing, Strategic Planning &..., Internal and External..., Cross-Functional..., C-Suite Communications, Customer Acquisition..., New Business Development, Nurture Marketing..., Public and Media..., Reputation Management, Agency and Vendor..., Project and Program...
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Certificate, Strategic Marketing in The Nanosecond Culture
The Johns Hopkins University
Master of Arts (M.A.), Non-Fiction Writing
University of Maryland Baltimore County
Bachelor of Arts (B.A.), English, Cum Laude
Phil Rosengren Phil Rosengren's Legg Mason Experience August 2006 - June 2008
Job Entrepreneur/Pitching Instructor, Trader and Investment Professional
Industry Investment Management
Experience
Independent Consultant May 2015 - Present
BetterPitching September 2012 - Present
Corbin Perception January 2014 - October 2014
Camelot Capital 2008 - December 2013
Legg Mason August 2006 - June 2008
Cleveland Indians, Bridgeport Bluefish and other independent league organizations June 1999 - October 2005
Skills
Equities, Trading, Alternative Investments, Electronic Trading, Algorithmic trading, Trading Systems, Options, Investor Relations, Hedge Funds, Securities, Investments, Trading Strategies, Portfolio Management, Asset Management, Bloomberg, Eze Castle, Mutual Funds, ETFs, Strategy, Equity Trading, Capital Markets, Separately Managed..., Investment Banking, Equity Research, Wealth Management, Finance, Financial Modeling, Fixed Income, Asset Allocation, Asset Managment, Online Marketing, Web Development, Blogging, Marketing, Email Marketing, Content Marketing
Education
Northwestern University 1995 — 1999
BA, English
RCDS 1991 — 1995
Independent Consultant May 2015 - Present
BetterPitching September 2012 - Present
Corbin Perception January 2014 - October 2014
Camelot Capital 2008 - December 2013
Legg Mason August 2006 - June 2008
Cleveland Indians, Bridgeport Bluefish and other independent league organizations June 1999 - October 2005
Skills
Equities, Trading, Alternative Investments, Electronic Trading, Algorithmic trading, Trading Systems, Options, Investor Relations, Hedge Funds, Securities, Investments, Trading Strategies, Portfolio Management, Asset Management, Bloomberg, Eze Castle, Mutual Funds, ETFs, Strategy, Equity Trading, Capital Markets, Separately Managed..., Investment Banking, Equity Research, Wealth Management, Finance, Financial Modeling, Fixed Income, Asset Allocation, Asset Managment, Online Marketing, Web Development, Blogging, Marketing, Email Marketing, Content Marketing
Education
Northwestern University 1995 — 1999
BA, English
RCDS 1991 — 1995
Brooke Seurkamp Patterson, PMP's Legg Mason Experience September 2003 - August 2006
Job Principal, Director of CMS Programs at FEi Systems
Industry Information Technology and Services
Experience
FEI Systems August 2015 - Present
Northrop Grumman Corporation May 2014 - August 2015
CORMAC Corporation October 2013 - May 2014
Signature Consulting Group January 2013 - October 2013
CareFirst BlueCross BlueShield April 2012 - January 2013
Baltimore County Public Schools March 2009 - May 2012
T. Rowe Price August 2006 - March 2009
Legg Mason September 2003 - August 2006
Multi-Properties, Inc. May 2001 - September 2003
Skills
PMP, Program Management, Federal Capture, Federal Government, State Medicaid, PMO, Resource Management, Proposal Writing, Medicaid, Change Management, Competitive Intelligence, Healthcare Information..., Business Development, Centers for Medicare &..., Project Portfolio..., Cross-functional Team..., Executive Reporting, Business Strategy, Government Contracting, Earned Value Management, Contract Negotiation, Subcontracting, Mentoring, Relationship Management, Leading Organizational..., Quality Management, Training, Process Engineering, Enterprise Architecture, Process Improvement, Agile Project Management, Process Management, Business Process, PTW, Competitive Analysis, CMMI, Scrum
Education
Notre Dame of Maryland University 2000 — 2001
MA, Teaching + Technology
Notre Dame of Maryland University 1998 — 2000
BA, CIS + Education
FEI Systems August 2015 - Present
Northrop Grumman Corporation May 2014 - August 2015
CORMAC Corporation October 2013 - May 2014
Signature Consulting Group January 2013 - October 2013
CareFirst BlueCross BlueShield April 2012 - January 2013
Baltimore County Public Schools March 2009 - May 2012
T. Rowe Price August 2006 - March 2009
Legg Mason September 2003 - August 2006
Multi-Properties, Inc. May 2001 - September 2003
Skills
PMP, Program Management, Federal Capture, Federal Government, State Medicaid, PMO, Resource Management, Proposal Writing, Medicaid, Change Management, Competitive Intelligence, Healthcare Information..., Business Development, Centers for Medicare &..., Project Portfolio..., Cross-functional Team..., Executive Reporting, Business Strategy, Government Contracting, Earned Value Management, Contract Negotiation, Subcontracting, Mentoring, Relationship Management, Leading Organizational..., Quality Management, Training, Process Engineering, Enterprise Architecture, Process Improvement, Agile Project Management, Process Management, Business Process, PTW, Competitive Analysis, CMMI, Scrum
Education
Notre Dame of Maryland University 2000 — 2001
MA, Teaching + Technology
Notre Dame of Maryland University 1998 — 2000
BA, CIS + Education
Tammy Singh's Legg Mason Experience May 2007 - July 2011
Job Accounting Professional
Industry Accounting
Experience
N. Cheng & Co., P.C. June 2015 - Present
Knock on Wood (US) LLC January 2012 - May 2015
LEGG MASON May 2007 - July 2011
LEGG MASON April 2004 - April 2007
MORGAN STANLEY June 2000 - April 2004
Skills
Bloomberg Terminal, Microsoft Office 2007, Lacerte, Mutual Funds, Fund Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Managment, Equities, Financial Accounting, Fixed Income, Investments, Internal Audit, Auditing
Education
CUNY College of Staten Island 1996 — 2000
Bachelor of Science, Accounting
Pace University 1995 — 1996
Computer Science and Information Systems
N. Cheng & Co., P.C. June 2015 - Present
Knock on Wood (US) LLC January 2012 - May 2015
LEGG MASON May 2007 - July 2011
LEGG MASON April 2004 - April 2007
MORGAN STANLEY June 2000 - April 2004
Skills
Bloomberg Terminal, Microsoft Office 2007, Lacerte, Mutual Funds, Fund Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Accounting, Valuation, Asset Managment, Equities, Financial Accounting, Fixed Income, Investments, Internal Audit, Auditing
Education
CUNY College of Staten Island 1996 — 2000
Bachelor of Science, Accounting
Pace University 1995 — 1996
Computer Science and Information Systems
Russell Lee Russell Lee's Legg Mason Experience January 1995 - January 1997
Job CoFounder Partner of Stage Point Capital
Industry Investment Banking
Experience
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Stage Point Capital, LLC October 2013 - Present
Opvs Group July 2008 - Present
Renaissance Capital Partners January 2001 - Present
UBS January 1997 - January 2000
Legg Mason January 1995 - January 1997
Bear Stearns January 1991 - January 1995
Sherson Lehman Brothers 1990 - 1993
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Corporate Finance, Finance, IPO, Loans, Credit, Real Estate, Capital
Education
Northeastern University 1980 — 1985
B.S. Finance, Finance, General
Julie John Julie John's Legg Mason Experience 2005 - 2009
Job Marketing Manager at Cambridge Health Alliance
Industry Marketing and Advertising
Experience
Cambridge Health Alliance October 2014 - Present
Montefiore Medical Center July 2009 - March 2013
Legg Mason 2005 - 2009
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Strategy, Marketing Management, Strategic Planning, Brand Development, Newsletters, Market Research, Media Relations, Management, Corporate Communications, Internal Communications, Strategic Communications, Advertising, Copywriting
Education
Pace University-Pleasantville/Briarcliff Campus
BS
Cambridge Health Alliance October 2014 - Present
Montefiore Medical Center July 2009 - March 2013
Legg Mason 2005 - 2009
Skills
Marketing Communications, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Strategy, Marketing Management, Strategic Planning, Brand Development, Newsletters, Market Research, Media Relations, Management, Corporate Communications, Internal Communications, Strategic Communications, Advertising, Copywriting
Education
Pace University-Pleasantville/Briarcliff Campus
BS
Derek Ishler's Legg Mason Experience September 2004 - December 2004
Job Business Manager, Commercial Strategy at AccuWeather Enterprise Solutions
Industry Media Production
Experience
AccuWeather Enterprise Solutions April 2015 - Present
AccuWeather Enterprise Solutions May 2011 - March 2015
Telemet America December 2008 - April 2011
Telemet America August 2006 - November 2008
Morgan Academic Support Center for Student Athletes (Penn State) 2004 - 2006
Legg Mason September 2004 - December 2004
Skills
Financial Analysis, Research, Finance, Data Analysis, Microsoft Excel, Economics, Business Strategy, PowerPoint, Budget Process, Client Analysis, Department Budgeting, Project Management, Social Media, Strategy
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance
AccuWeather Enterprise Solutions April 2015 - Present
AccuWeather Enterprise Solutions May 2011 - March 2015
Telemet America December 2008 - April 2011
Telemet America August 2006 - November 2008
Morgan Academic Support Center for Student Athletes (Penn State) 2004 - 2006
Legg Mason September 2004 - December 2004
Skills
Financial Analysis, Research, Finance, Data Analysis, Microsoft Excel, Economics, Business Strategy, PowerPoint, Budget Process, Client Analysis, Department Budgeting, Project Management, Social Media, Strategy
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance
Maria Carla Sandoval Cevasco Maria Carla Sandoval Cevasco's Legg Mason Experience January 2013 - Present
Job Client Service Specialist (TSS Desk) at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2013 - Present
BNP Paribas Cardif January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2010 - January 2011
UBS Investment Bank June 2007 - September 2007
Skills
Banking, Program Management, Analysis, Business Analysis, Financial Analysis, Budgets, PowerPoint, Public Speaking, Foreign Languages, Bloomberg, TA2000, AWD, Apollo, Stealth, Internal Controls, Series 6, Series 63, Management, International Market..., French, Spanish, Sales, Market Research, Teamwork, Access, Finance, Fixed Income
Education
Northeastern University 2008 — 2013
BSIB, Finance and French with Minor in International Affairs
Reims Management School 2011 — 2012
International Management / Finance
Darien High School 2004 — 2008
Legg Mason January 2013 - Present
BNP Paribas Cardif January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2010 - January 2011
UBS Investment Bank June 2007 - September 2007
Skills
Banking, Program Management, Analysis, Business Analysis, Financial Analysis, Budgets, PowerPoint, Public Speaking, Foreign Languages, Bloomberg, TA2000, AWD, Apollo, Stealth, Internal Controls, Series 6, Series 63, Management, International Market..., French, Spanish, Sales, Market Research, Teamwork, Access, Finance, Fixed Income
Education
Northeastern University 2008 — 2013
BSIB, Finance and French with Minor in International Affairs
Reims Management School 2011 — 2012
International Management / Finance
Darien High School 2004 — 2008
Shari Zakielarz Shari Zakielarz's Legg Mason Experience March 2005 - January 2012
Job Senior Global Technology Leader
Industry Financial Services
Experience
Travelers March 2012 - Present
Legg Mason March 2005 - January 2012
Nationwide Financial Network June 2000 - February 2005
St. Paul Companies December 1988 - June 2000
Skills
Global Technology..., Agile Project Management, Budgeting and Cost..., Strategic Planning and..., High-Performance Team..., Multi-site Integration..., Business Process..., Customer Relationship..., Vendor and Contract..., Best Practices and..., CRM, Business Process..., High Performance Teams, Integration
Education
The Johns Hopkins University - Carey Business School
MBA
College of Notre Dame of Maryland
BA, Business and Computer Information Systems
Travelers March 2012 - Present
Legg Mason March 2005 - January 2012
Nationwide Financial Network June 2000 - February 2005
St. Paul Companies December 1988 - June 2000
Skills
Global Technology..., Agile Project Management, Budgeting and Cost..., Strategic Planning and..., High-Performance Team..., Multi-site Integration..., Business Process..., Customer Relationship..., Vendor and Contract..., Best Practices and..., CRM, Business Process..., High Performance Teams, Integration
Education
The Johns Hopkins University - Carey Business School
MBA
College of Notre Dame of Maryland
BA, Business and Computer Information Systems
Kevin Stringer, PMP Kevin Stringer, PMP's Legg Mason Experience May 2007 - March 2010
Job Principal at Finix Business Strategies, LLC
Industry Information Technology and Services
Experience
Finix Business Strategies, LLC March 2010 - Present
Legg Mason May 2007 - March 2010
Bank of the West April 2006 - May 2007
CheckFree Corporation October 1998 - April 2006
Skills
PMP, Business Strategy, Cross-functional Team..., Business Analysis, SDLC, Process Improvement, Requirements Analysis, SWIFT, Compliance, Analysis, Business Management, Business Requirements, Process Engineering, Business Process..., Business Process, Customer Relations, Vendor Management, Reconciliation, Strategic Planning, Integration, Program Management, Change Management, Problem Solving, MS Project, Application Development, SQL, Visio, Testing, Access, Excel, User Acceptance Testing, Requirements Gathering, Systems Analysis, Team Leadership, Resource Management, Documentation, Business Objects, Process Development, Quality Assurance, IT Management, Business Intelligence, SharePoint, Crystal Reports, Project Implementation, Product Management, Project Planning, Team Management, Management Consulting, Software Development, Team Building
Education
New Mexico State University 1990 — 1993
BBA, Finance
Finix Business Strategies, LLC March 2010 - Present
Legg Mason May 2007 - March 2010
Bank of the West April 2006 - May 2007
CheckFree Corporation October 1998 - April 2006
Skills
PMP, Business Strategy, Cross-functional Team..., Business Analysis, SDLC, Process Improvement, Requirements Analysis, SWIFT, Compliance, Analysis, Business Management, Business Requirements, Process Engineering, Business Process..., Business Process, Customer Relations, Vendor Management, Reconciliation, Strategic Planning, Integration, Program Management, Change Management, Problem Solving, MS Project, Application Development, SQL, Visio, Testing, Access, Excel, User Acceptance Testing, Requirements Gathering, Systems Analysis, Team Leadership, Resource Management, Documentation, Business Objects, Process Development, Quality Assurance, IT Management, Business Intelligence, SharePoint, Crystal Reports, Project Implementation, Product Management, Project Planning, Team Management, Management Consulting, Software Development, Team Building
Education
New Mexico State University 1990 — 1993
BBA, Finance
Trip Kuehne Trip Kuehne's Legg Mason Experience September 2001 - May 2005
Job Senior Managing Partner Founder of Double Eagle Capital
Industry Investment Management
Experience
Double Eagle Capital May 2005 - Present
Legg Mason September 2001 - May 2005
WhiteRock Capital May 1997 - September 2001
Education
Oklahoma State University 1993 — 1997
BA, MBA, Psychology, Business
Oklahoma State University 1993 — 1997
BA and MBA, Psychology and Finance
Double Eagle Capital May 2005 - Present
Legg Mason September 2001 - May 2005
WhiteRock Capital May 1997 - September 2001
Education
Oklahoma State University 1993 — 1997
BA, MBA, Psychology, Business
Oklahoma State University 1993 — 1997
BA and MBA, Psychology and Finance
Geethika Mudunuri's Legg Mason Experience August 2014 - December 2014
Job Web Design/Development Intern at DreamIt Ventures
Industry Information Technology and Services
Experience
DreamIt Ventures February 2015 - Present
Legg Mason August 2014 - December 2014
Legg Mason June 2014 - August 2014
University of Maryland Baltimore County August 2013 - June 2014
Skills
Java, HTML, CSS, C++, JavaScript, Software Documentation, PHP, AJAX, Microsoft Office, Research, Data Analysis
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's of Science, Information Systems
Nanyang Technological University 2011 — 2012
Bachelor of Science (B.S.), Mathematics and Economics
Parkville High School 2007 — 2011
DreamIt Ventures February 2015 - Present
Legg Mason August 2014 - December 2014
Legg Mason June 2014 - August 2014
University of Maryland Baltimore County August 2013 - June 2014
Skills
Java, HTML, CSS, C++, JavaScript, Software Documentation, PHP, AJAX, Microsoft Office, Research, Data Analysis
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's of Science, Information Systems
Nanyang Technological University 2011 — 2012
Bachelor of Science (B.S.), Mathematics and Economics
Parkville High School 2007 — 2011
Rebecca Tanenbaum Rebecca Tanenbaum's Legg Mason Experience July 2014 - Present
Job Contract Analyst at Legg Mason
Industry Law Practice
Experience
Legg Mason July 2014 - Present
Wagonheim Law April 2014 - July 2014
Pro Bono Resource Center of Maryland October 2013 - April 2014
Marlow & Wyatt September 2013 - September 2013
University of Baltimore January 2013 - May 2013
University of Baltimore January 2013 - May 2013
Fishbein & Fishbein, PA February 2012 - January 2013
Baltimore City Circuit Court January 2012 - April 2012
University of Baltimore August 2011 - December 2011
McClenahen Law Firm January 2010 - May 2010
Skills
Westlaw, Legal Research, Legal Writing, Legal Issues, Criminal Law, Motions, Civil Litigation, Courts, Research, Trials, Lexis, Family Law, Appeals, Pleadings, Litigation
Education
University of Baltimore School of Law 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2006 — 2010
Bachelor of Arts (BA), Communication, General
Legg Mason July 2014 - Present
Wagonheim Law April 2014 - July 2014
Pro Bono Resource Center of Maryland October 2013 - April 2014
Marlow & Wyatt September 2013 - September 2013
University of Baltimore January 2013 - May 2013
University of Baltimore January 2013 - May 2013
Fishbein & Fishbein, PA February 2012 - January 2013
Baltimore City Circuit Court January 2012 - April 2012
University of Baltimore August 2011 - December 2011
McClenahen Law Firm January 2010 - May 2010
Skills
Westlaw, Legal Research, Legal Writing, Legal Issues, Criminal Law, Motions, Civil Litigation, Courts, Research, Trials, Lexis, Family Law, Appeals, Pleadings, Litigation
Education
University of Baltimore School of Law 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2006 — 2010
Bachelor of Arts (BA), Communication, General
Jennifer Whitman Jennifer Whitman's Legg Mason Experience January 2008 - Present
Job Director, Corporate Insurance Legg Mason
Industry Financial Services
Experience
Legg Mason January 2008 - Present
Legg Mason February 2005 - December 2007
Stout Causey Consulting 2002 - 2005
PwC July 1999 - December 2002
Skills
Mutual Funds, SEC filings, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Financial Modeling, Hedge Funds, Financial Services, Accounting, Alternative Investments, Internal Controls, Risk Management, Due Diligence, SEC Filings
Education
Penn State University 1995 — 1999
BS, Accounting
Legg Mason January 2008 - Present
Legg Mason February 2005 - December 2007
Stout Causey Consulting 2002 - 2005
PwC July 1999 - December 2002
Skills
Mutual Funds, SEC filings, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Financial Modeling, Hedge Funds, Financial Services, Accounting, Alternative Investments, Internal Controls, Risk Management, Due Diligence, SEC Filings
Education
Penn State University 1995 — 1999
BS, Accounting
Chris Briley's Legg Mason Experience January 2010 - October 2010
Job Senior Director, Global Applications & Architecture at Ciena
Industry Telecommunications
Experience
Ciena February 2013 - Present
Ciena November 2010 - February 2013
Legg Mason January 2010 - October 2010
Legg Mason October 2004 - December 2009
CareFirst BCBS 2000 - 2004
Technology Management Inc. April 1998 - October 2000
Kanawha Insurance Company September 1995 - April 1998
Skills
PMP, PMO, Change Management, Project Portfolio..., SDLC, Program Management, MS Project, IT Management, Integration, IT Strategy, ERP, Management, Project Management, Disaster Recovery, Project Delivery, Process Improvement, Software Project..., Vendor Management, Business Analysis, Leadership, Information Technology, Enterprise Architecture, Governance, Enterprise Software, Business Process..., Service Delivery, Resource Management, Requirements Analysis, Analysis, Project Planning, Budgets, Strategy, Consulting
Education
Penn State University 2008 — 2012
Masters, Project Management
University of North Carolina at Greensboro 1993 — 1994
BA, Economics
University of North Carolina at Charlotte 1990 — 1992
Criminal Justice
Ciena February 2013 - Present
Ciena November 2010 - February 2013
Legg Mason January 2010 - October 2010
Legg Mason October 2004 - December 2009
CareFirst BCBS 2000 - 2004
Technology Management Inc. April 1998 - October 2000
Kanawha Insurance Company September 1995 - April 1998
Skills
PMP, PMO, Change Management, Project Portfolio..., SDLC, Program Management, MS Project, IT Management, Integration, IT Strategy, ERP, Management, Project Management, Disaster Recovery, Project Delivery, Process Improvement, Software Project..., Vendor Management, Business Analysis, Leadership, Information Technology, Enterprise Architecture, Governance, Enterprise Software, Business Process..., Service Delivery, Resource Management, Requirements Analysis, Analysis, Project Planning, Budgets, Strategy, Consulting
Education
Penn State University 2008 — 2012
Masters, Project Management
University of North Carolina at Greensboro 1993 — 1994
BA, Economics
University of North Carolina at Charlotte 1990 — 1992
Criminal Justice
Jason Gaarder Jason Gaarder's Legg Mason Experience July 2000 - July 2011
Job Senior Enforcement Counsel at Financial Industry Regulatory Authority (FINRA)
Industry Law Practice
Experience
Financial Industry Regulatory Authority (FINRA) August 2015 - Present
West & Gaarder, LLC August 2011 - August 2015
Legg Mason July 2000 - July 2011
Gallagher Evelius & Jones June 1999 - June 2000
Semmes, Bowen & Semmes April 1996 - May 1999
Haight Gardner Poor & Havens September 1993 - March 1996
Skills
Mediator, Arbitrator, Attorney, Securities Regulation, Corporate Governance, AML, Litigation, FINRA, Securities, Securities Litigation, Investments, Due Diligence, Hedge Funds, Arbitration, Private Equity, Joint Ventures
Education
New York University School of Law 1990 — 1993
JD
The Johns Hopkins University 1985 — 1989
BA, Political Science
B-CC
Greek Summer
Financial Industry Regulatory Authority (FINRA) August 2015 - Present
West & Gaarder, LLC August 2011 - August 2015
Legg Mason July 2000 - July 2011
Gallagher Evelius & Jones June 1999 - June 2000
Semmes, Bowen & Semmes April 1996 - May 1999
Haight Gardner Poor & Havens September 1993 - March 1996
Skills
Mediator, Arbitrator, Attorney, Securities Regulation, Corporate Governance, AML, Litigation, FINRA, Securities, Securities Litigation, Investments, Due Diligence, Hedge Funds, Arbitration, Private Equity, Joint Ventures
Education
New York University School of Law 1990 — 1993
JD
The Johns Hopkins University 1985 — 1989
BA, Political Science
B-CC
Greek Summer
Tony Sirianni Tony Sirianni's Legg Mason Experience 1999 - December 2006
Job Managing Partner at Sirianni Strategy Group
Industry Financial Services
Experience
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Eileen Cohen, PMP Eileen Cohen, PMP's Legg Mason Experience March 2008 - January 2010
Job at NTT Data Federal Services Inc.
Industry Information Technology and Services
Experience
NTT Data Federal Services Inc. November 2010 - Present
Lockheed Martin Information Technology April 2010 - October 2010
Legg Mason March 2008 - January 2010
Keane January 2000 - July 2004
Keane April 1997 - January 2000
Skills
SDLC, PMP, PMO, Program Management, Requirements Analysis, Business Analysis, MS Project, Software Project..., Project Portfolio..., Visio, SharePoint, Project Management
Education
Project Training Plus, LLC 2010 — 2010
PMP Prep
National University
BBA, Computer Information Systems
Philadelphia HS for Girls
NTT Data Federal Services Inc. November 2010 - Present
Lockheed Martin Information Technology April 2010 - October 2010
Legg Mason March 2008 - January 2010
Keane January 2000 - July 2004
Keane April 1997 - January 2000
Skills
SDLC, PMP, PMO, Program Management, Requirements Analysis, Business Analysis, MS Project, Software Project..., Project Portfolio..., Visio, SharePoint, Project Management
Education
Project Training Plus, LLC 2010 — 2010
PMP Prep
National University
BBA, Computer Information Systems
Philadelphia HS for Girls
Jane Soybelman Jane Soybelman's Legg Mason Experience 2008 - 2010
Job Sr. Consultant at JBS Financial Services
Industry Investment Management
Experience
JBS Financial Services 2010 - Present
Legg Mason 2008 - 2010
Legg Mason 2000 - 2008
Legg Mason 1996 - 2000
T. Rowe Price Associates, Inc. 1990 - 1996
CAP Gemini America, Inc 1981 - 1990
Education
Odessa National 'I.I. Mecnikov' University 1969 — 1975
MS, Mathematics and Education
JBS Financial Services 2010 - Present
Legg Mason 2008 - 2010
Legg Mason 2000 - 2008
Legg Mason 1996 - 2000
T. Rowe Price Associates, Inc. 1990 - 1996
CAP Gemini America, Inc 1981 - 1990
Education
Odessa National 'I.I. Mecnikov' University 1969 — 1975
MS, Mathematics and Education
Donna Lamb Donna Lamb's Legg Mason Experience June 2004 - April 2006
Job Vice President Prime Services Product Development at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2009 - June 2013
Barclays Capital October 2008 - April 2009
Lehman Brothers November 2006 - October 2008
Legg Mason June 2004 - April 2006
Citigroup Asset Management July 1999 - June 2004
Citibank August 1997 - July 1999
Telesphere 1993 - 1997
Telekurs 1989 - 1993
Standard & Poor's 1986 - 1989
Skills
SDLC, Trading Systems, Reference Data, Market Data, Business Analysis, Program Management, Fixed Income, Strategy, Derivatives, Risk Management, Financial Services, Product Management, Bloomberg, Analysis, Business Process..., Capital Markets, Equities, Requirements Analysis, Integration, Financial Markets, Portfolio Management, Business Process, Electronic Trading, Options, Investment Banking, Project Management, Middle Office, Back Office, Hedge Funds
Education
Project Management Institute 2006 — 2006
PMP, Project Management Professional
New York University
Certificate Program, Computer Science
University of Pennsylvania
BA, History/Sociology
University of Wisconsin-Madison
Master's Program, History
Credit Suisse July 2013 - Present
Credit Suisse June 2009 - June 2013
Barclays Capital October 2008 - April 2009
Lehman Brothers November 2006 - October 2008
Legg Mason June 2004 - April 2006
Citigroup Asset Management July 1999 - June 2004
Citibank August 1997 - July 1999
Telesphere 1993 - 1997
Telekurs 1989 - 1993
Standard & Poor's 1986 - 1989
Skills
SDLC, Trading Systems, Reference Data, Market Data, Business Analysis, Program Management, Fixed Income, Strategy, Derivatives, Risk Management, Financial Services, Product Management, Bloomberg, Analysis, Business Process..., Capital Markets, Equities, Requirements Analysis, Integration, Financial Markets, Portfolio Management, Business Process, Electronic Trading, Options, Investment Banking, Project Management, Middle Office, Back Office, Hedge Funds
Education
Project Management Institute 2006 — 2006
PMP, Project Management Professional
New York University
Certificate Program, Computer Science
University of Pennsylvania
BA, History/Sociology
University of Wisconsin-Madison
Master's Program, History
Sean Toland Sean Toland's Legg Mason Experience June 2011 - September 2011
Job Energy, Finance Professional Passed all 3 Levels of the CFA Program
Industry Renewables & Environment
Experience
EverPower (US renewable energy platform of Terra Firma Capital Partners) March 2014 - Present
EverPower (US renewable energy platform of Terra Firma Capital Partners) December 2011 - March 2014
Legg Mason June 2011 - September 2011
The Pennsylvania State University January 2011 - May 2011
Skills
Financial Modeling, Excel, PowerPoint, Sensitivity Analysis, Salesforce.com, Forecasting, Renewable Energy, Energy, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Due Diligence, Microsoft Office, Word, Customer Relations, Analysis, Economics, Accounting, Asset Management, MapPoint, Microsoft Excel, Mergers & Acquisitions, Finance, Project Finance, Private Equity, Strategic Planning, Investments
Education
Penn State University 2008 — 2011
Bachelor, Energy, Business, and Finance w/ Minor in Economics
EverPower (US renewable energy platform of Terra Firma Capital Partners) March 2014 - Present
EverPower (US renewable energy platform of Terra Firma Capital Partners) December 2011 - March 2014
Legg Mason June 2011 - September 2011
The Pennsylvania State University January 2011 - May 2011
Skills
Financial Modeling, Excel, PowerPoint, Sensitivity Analysis, Salesforce.com, Forecasting, Renewable Energy, Energy, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Due Diligence, Microsoft Office, Word, Customer Relations, Analysis, Economics, Accounting, Asset Management, MapPoint, Microsoft Excel, Mergers & Acquisitions, Finance, Project Finance, Private Equity, Strategic Planning, Investments
Education
Penn State University 2008 — 2011
Bachelor, Energy, Business, and Finance w/ Minor in Economics
Marty Strong's Legg Mason Experience January 1996 - April 2000
Job Chief Executive Officer, Linxx Global Solutions, Inc.
Industry Defense & Space
Experience
Linxx Global Solutions, Inc. January 2009 - Present
Xe Services LLC August 2005 - January 2009
Guardian Group International May 2002 - July 2005
Fox News Channel July 2001 - May 2005
UBS Financial Services April 2000 - April 2002
Legg Mason January 1996 - April 2000
US Navy SEAL June 1975 - December 1995
Skills
Counterterrorism, Special Operations, DoD, Defense, Consulting, Surveillance, Government, Military, Security Clearance, Security Management, National Security, Team Leadership
Education
Horizon Flight Center
Pilot, Single Engine Instrument Rating
Villanova University 2006 — 2007
Master Black Belt, Lean Six Sigma
National University 1990 — 1992
MA, Management
National University 1983 — 1986
BBA, Business Administration
Linxx Global Solutions, Inc. January 2009 - Present
Xe Services LLC August 2005 - January 2009
Guardian Group International May 2002 - July 2005
Fox News Channel July 2001 - May 2005
UBS Financial Services April 2000 - April 2002
Legg Mason January 1996 - April 2000
US Navy SEAL June 1975 - December 1995
Skills
Counterterrorism, Special Operations, DoD, Defense, Consulting, Surveillance, Government, Military, Security Clearance, Security Management, National Security, Team Leadership
Education
Horizon Flight Center
Pilot, Single Engine Instrument Rating
Villanova University 2006 — 2007
Master Black Belt, Lean Six Sigma
National University 1990 — 1992
MA, Management
National University 1983 — 1986
BBA, Business Administration
Sridhar Kummam's Legg Mason Experience January 2008 - December 2008
Job Lead Developer at Lumesis LLC
Industry Computer Software
Experience
Markit February 2009 - January 2012
Legg Mason January 2008 - December 2008
UBS Investment Bank (Headstrong) June 2007 - January 2008
Banc of America Securities (Headstrong) November 2004 - June 2007
Polaris Software Lab July 2003 - November 2004
Skills
SDLC, SOA, Java Enterprise Edition, XML, JMS, SQL, Oracle, Enterprise Software, Business Analysis, PL/SQL, Java, Struts, Weblogic, Core Java, Hibernate, Solution Architecture, Software Project..., Requirements Analysis, Agile Methodologies, JSP, Web Services, Tomcat, Software Development
Education
CFA Institute 2010 — 2010
CFA Level 1, Finance
National Institute of Technology Warangal
B.Tech, Electronics and Communications Engineering
Markit February 2009 - January 2012
Legg Mason January 2008 - December 2008
UBS Investment Bank (Headstrong) June 2007 - January 2008
Banc of America Securities (Headstrong) November 2004 - June 2007
Polaris Software Lab July 2003 - November 2004
Skills
SDLC, SOA, Java Enterprise Edition, XML, JMS, SQL, Oracle, Enterprise Software, Business Analysis, PL/SQL, Java, Struts, Weblogic, Core Java, Hibernate, Solution Architecture, Software Project..., Requirements Analysis, Agile Methodologies, JSP, Web Services, Tomcat, Software Development
Education
CFA Institute 2010 — 2010
CFA Level 1, Finance
National Institute of Technology Warangal
B.Tech, Electronics and Communications Engineering
Christine Atanasio's Legg Mason Experience May 2011 - Present
Job Graphic Designer | Legg Mason
Industry Graphic Design
Experience
Legg Mason May 2011 - Present
The McIntyre Group April 2011 - May 2013
Be3 Marketing LLC May 2010 - April 2011
Cyprium Capital LLC February 2009 - May 2010
Renaissance Technologies LLC October 2007 - July 2008
Prudential Connecticut Realty January 2005 - June 2007
Copper Beech Capital Management March 2003 - September 2005
Gilder Gagnon Howe February 1996 - October 2002
Skills
Graphic Design, InDesign, Brochures, Creative Direction, Illustrator, Logo Design, Corporate Identity, Infographics, Presentations, Print Design, Charting, Typography, Photoshop, FileMaker, Photography, Microsoft Excel, Analysis, Sales, Workflow Productivity, Bloomberg, FactSet, Reuters 3000, Visual Basic, Thompson One, Microsoft Office, HTML5, Adobe Acrobat, Flash Animation, Adobe Edge, Graphics
Education
School of Visual Arts 2009 — 2009
New York University 1996 — 2000
Bachelors
Legg Mason May 2011 - Present
The McIntyre Group April 2011 - May 2013
Be3 Marketing LLC May 2010 - April 2011
Cyprium Capital LLC February 2009 - May 2010
Renaissance Technologies LLC October 2007 - July 2008
Prudential Connecticut Realty January 2005 - June 2007
Copper Beech Capital Management March 2003 - September 2005
Gilder Gagnon Howe February 1996 - October 2002
Skills
Graphic Design, InDesign, Brochures, Creative Direction, Illustrator, Logo Design, Corporate Identity, Infographics, Presentations, Print Design, Charting, Typography, Photoshop, FileMaker, Photography, Microsoft Excel, Analysis, Sales, Workflow Productivity, Bloomberg, FactSet, Reuters 3000, Visual Basic, Thompson One, Microsoft Office, HTML5, Adobe Acrobat, Flash Animation, Adobe Edge, Graphics
Education
School of Visual Arts 2009 — 2009
New York University 1996 — 2000
Bachelors
Chris Forhan's Legg Mason Experience February 1996 - January 2001
Job
Industry Information Technology and Services
Experience
The Canton Group December 2013 - Present
Blue Water Media January 2012 - December 2013
Eyemaginations January 2011 - February 2012
Vocus January 2009 - January 2011
Corporate Executive Board February 2008 - January 2009
GlobalSpec May 2005 - January 2008
E*Trade Financial January 2001 - May 2003
Legg Mason February 1996 - January 2001
Skills
Social Media Marketing, B2B, SaaS, Marketing Strategy, Lead Generation, Digital Media, New Business Development, Social Media, Integrated Marketing, Enterprise Software, Salesforce.com, Sales Process, Selling, Marketing Communications, Online Advertising, Sales, Software Sales, Digital Marketing, Business Strategy, Digital Media Sales, Mobile Applications, Corporate Websites, Custom Software..., Triple Double, Responsive Web Design, Non-Proft Advocacy, CRM, Business Development, Marketing
Education
Providence College 1991 — 1995
BS
Saint Johns High School, Shrewsbury MA 1988 — 1991
The Canton Group December 2013 - Present
Blue Water Media January 2012 - December 2013
Eyemaginations January 2011 - February 2012
Vocus January 2009 - January 2011
Corporate Executive Board February 2008 - January 2009
GlobalSpec May 2005 - January 2008
E*Trade Financial January 2001 - May 2003
Legg Mason February 1996 - January 2001
Skills
Social Media Marketing, B2B, SaaS, Marketing Strategy, Lead Generation, Digital Media, New Business Development, Social Media, Integrated Marketing, Enterprise Software, Salesforce.com, Sales Process, Selling, Marketing Communications, Online Advertising, Sales, Software Sales, Digital Marketing, Business Strategy, Digital Media Sales, Mobile Applications, Corporate Websites, Custom Software..., Triple Double, Responsive Web Design, Non-Proft Advocacy, CRM, Business Development, Marketing
Education
Providence College 1991 — 1995
BS
Saint Johns High School, Shrewsbury MA 1988 — 1991
Michele Sacco, CFA's Legg Mason Experience September 1999 - December 2008
Job Real Estate Investments
Industry Real Estate
Experience
Prudential CT January 2010 - Present
Legg Mason September 1999 - December 2008
Scudder Investments 1999 - 2002
Education
Pace University - Lubin School of Business 1993 — 1997
Prudential CT January 2010 - Present
Legg Mason September 1999 - December 2008
Scudder Investments 1999 - 2002
Education
Pace University - Lubin School of Business 1993 — 1997
Jaynthi Gandhi's Legg Mason Experience December 2005 - January 2011
Job Head of Distribution Compliance NA/ CCO BD
Industry Financial Services
Experience
BNY Mellon Investment Management August 2014 - Present
PIMCO January 2011 - July 2014
Legg Mason December 2005 - January 2011
Citigroup 2001 - 2006
Citigroup Asset Management April 2001 - December 2005
AXA Financial 1998 - 2001
AXA Equitable 1998 - 2001
AXA 1998 - 2001
Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory
Education
Muhlenberg College 1989 — 1993
BA, Natural Science, Psychology
BNY Mellon Investment Management August 2014 - Present
PIMCO January 2011 - July 2014
Legg Mason December 2005 - January 2011
Citigroup 2001 - 2006
Citigroup Asset Management April 2001 - December 2005
AXA Financial 1998 - 2001
AXA Equitable 1998 - 2001
AXA 1998 - 2001
Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory
Education
Muhlenberg College 1989 — 1993
BA, Natural Science, Psychology
Christopher V. Adams's Legg Mason Experience June 2014 - Present
Job Internal Sales DCIO
Industry Financial Services
Experience
Legg Mason June 2014 - Present
Manulife Financial (John Hancock) March 2007 - March 2010
Manulife Wood Logan 1997 - March 2010
Skills
Leadership, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Alternative Investments, Wealth Management, Fixed Annuities, Financial Services
Education
New England College 1985 — 1989
BA Business Administration, Economics & Accounting
Legg Mason June 2014 - Present
Manulife Financial (John Hancock) March 2007 - March 2010
Manulife Wood Logan 1997 - March 2010
Skills
Leadership, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Alternative Investments, Wealth Management, Fixed Annuities, Financial Services
Education
New England College 1985 — 1989
BA Business Administration, Economics & Accounting
John Gorrell's Legg Mason Experience February 2007 - Present
Job Sales at Legg Mason
Industry Financial Services
Experience
Legg Mason February 2007 - Present
Education
Oklahoma State University 1998 — 2002
Legg Mason February 2007 - Present
Education
Oklahoma State University 1998 — 2002
Brendan Noonan's Legg Mason Experience December 2007 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Legg Mason December 2007 - Present
Education
Providence College 2000 — 2004
Legg Mason December 2007 - Present
Education
Providence College 2000 — 2004
Toni DeCarlo's Legg Mason Experience November 2001 - Present
Job Sr. Executive Assistant at Legg Mason
Industry Banking
Experience
Legg Mason November 2001 - Present
Skills
Series 7, Equities, Asset Management, Mutual Funds, Financial Services
Education
Norwalk Community College 1983 — 1986
Legg Mason November 2001 - Present
Skills
Series 7, Equities, Asset Management, Mutual Funds, Financial Services
Education
Norwalk Community College 1983 — 1986
Joe Haney's Legg Mason Experience September 1999 - July 2011
Job Member
Industry Real Estate
Experience
N & L Property Management, LLC February 2009 - Present
Legg Mason September 1999 - July 2011
Sanford C. Bernstein & Co., Inc. 1997 - 1999
Skills
Asset Managment, Investments, Portfolio Management, Project Management, Asset Management, Mutual Funds, Analysis, Management, Finance, Equities, Mortgage Lending, Financial Modeling, Financial Services, Wealth Management, Real Estate, Securities, Fixed Income, Investment Properties, Strategic Planning, Process Improvement, Business Analysis, SDLC
Education
State University of New York at Buffalo 1983 — 1987
BA, Math
Pace University
MBA, Finance
N & L Property Management, LLC February 2009 - Present
Legg Mason September 1999 - July 2011
Sanford C. Bernstein & Co., Inc. 1997 - 1999
Skills
Asset Managment, Investments, Portfolio Management, Project Management, Asset Management, Mutual Funds, Analysis, Management, Finance, Equities, Mortgage Lending, Financial Modeling, Financial Services, Wealth Management, Real Estate, Securities, Fixed Income, Investment Properties, Strategic Planning, Process Improvement, Business Analysis, SDLC
Education
State University of New York at Buffalo 1983 — 1987
BA, Math
Pace University
MBA, Finance
Debbie Smith's Legg Mason Experience June 1994 - June 1997
Job SVPPrivate Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2007 - Present
SunTrust Investment Services, Inc. October 2001 - May 2007
Wells Fargo July 2000 - October 2001
J.C. Bradford (now UBS) June 1997 - July 2000
Legg Mason June 1994 - June 1997
Education
College of Notre Dame of Maryland 1990 — 1994
Bachelor of Arts, Mathematics
Oakwood High School 1986 — 1990
SunTrust Investment Services, Inc. May 2007 - Present
SunTrust Investment Services, Inc. October 2001 - May 2007
Wells Fargo July 2000 - October 2001
J.C. Bradford (now UBS) June 1997 - July 2000
Legg Mason June 1994 - June 1997
Education
College of Notre Dame of Maryland 1990 — 1994
Bachelor of Arts, Mathematics
Oakwood High School 1986 — 1990
Steve Sedmak, CFA's Legg Mason Experience January 2003 - November 2005
Job Portfolio Manager at ING Investment Management
Industry Financial Services
Experience
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
ING Investment Management November 2006 - Present
Stifel Nicolaus December 2005 - October 2006
Legg Mason January 2003 - November 2005
CIBC World Markets February 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Skills
Portfolio Management, Equities, Derivatives, Asset Allocation, Electronic Trading, Bloomberg, Quantitative Finance, Asset Management, Equity Derivatives
Education
New York University 1999 — 2000
M.S., Mathematics of Finance
University of Southern California 1995 — 1999
B.A., Mathematics
University of Southern California 1995 — 1999
B.S., Business Administration - Finance
Deanna Mojarrad, SPHR, CBP's Legg Mason Experience August 1999 - Present
Job Director, Benefits & HRMS at Legg Mason
Industry Financial Services
Experience
Legg Mason August 1999 - Present
Provident Bank of Maryland 1982 - 1998
Provident Bank of Maryland 1982 - 1998
Skills
Management, Personnel Management, Workforce Planning, ERISA, New Hire Orientations, Training, Leadership, Strategic Planning, Interviews, Benefits Negotiation
Education
College of Notre Dame of Maryland
Bachelor of Arts, Business Management
Legg Mason August 1999 - Present
Provident Bank of Maryland 1982 - 1998
Provident Bank of Maryland 1982 - 1998
Skills
Management, Personnel Management, Workforce Planning, ERISA, New Hire Orientations, Training, Leadership, Strategic Planning, Interviews, Benefits Negotiation
Education
College of Notre Dame of Maryland
Bachelor of Arts, Business Management
Hemal Himatlal's Legg Mason Experience November 2003 - December 2006
Job Assistant Vice President, Financial Reporting Analyst at Eagle Bancorp, Inc.
Industry Accounting
Experience
Eagle Bancorp, Inc. August 2009 - Present
Resources Global Professionals February 2007 - June 2009
Legg Mason November 2003 - December 2006
T Rowe Price October 1997 - November 2003
Skills
Financial Analysis, Acquisitions, Finance, Strategic Planning, Financial Modeling, Financial Reporting, Capital Markets, SEC filings, Equities, Management, Analysis, Risk Management, Due Diligence
Education
Penn State University 1989 — 1993
Bachelors of Science, Accounting
Eagle Bancorp, Inc. August 2009 - Present
Resources Global Professionals February 2007 - June 2009
Legg Mason November 2003 - December 2006
T Rowe Price October 1997 - November 2003
Skills
Financial Analysis, Acquisitions, Finance, Strategic Planning, Financial Modeling, Financial Reporting, Capital Markets, SEC filings, Equities, Management, Analysis, Risk Management, Due Diligence
Education
Penn State University 1989 — 1993
Bachelors of Science, Accounting
Mariano Mateo.Jimenez's Legg Mason Experience July 2015 - Present
Job Global Fiduciary Platform Specialist at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Morgan Stanley Smith Barney January 2006 - July 2015
Morgan Stanley January 2011 - November 2012
Education
Old Dominion University 2001 — 2005
Legg Mason July 2015 - Present
Morgan Stanley Smith Barney January 2006 - July 2015
Morgan Stanley January 2011 - November 2012
Education
Old Dominion University 2001 — 2005
Brian Schiesser, PMP's Legg Mason Experience July 2007 - October 2008
Job IT Project Manager
Industry Information Technology and Services
Experience
New York University December 2014 - Present
New York University November 2011 - December 2014
New York University October 2009 - December 2011
Mediaocean (formerly Donovan Data Systems) October 2008 - October 2009
Legg Mason July 2007 - October 2008
Skills
Public Speaking, SDLC, Microsoft Office, Microsoft Word, Visio, Editing, Social Media, Windows, Project Management, Teaching, Program Management, Data Analysis, Management, Coaching, Integration, Process Improvement, Leadership, Higher Education
Education
New York University 2012 — 2015
Master of Science (M.S.), IT Systems and Management
Stevenson University 2002 — 2006
Bachelor of Science (B.S.), Business Information Systems
New York University December 2014 - Present
New York University November 2011 - December 2014
New York University October 2009 - December 2011
Mediaocean (formerly Donovan Data Systems) October 2008 - October 2009
Legg Mason July 2007 - October 2008
Skills
Public Speaking, SDLC, Microsoft Office, Microsoft Word, Visio, Editing, Social Media, Windows, Project Management, Teaching, Program Management, Data Analysis, Management, Coaching, Integration, Process Improvement, Leadership, Higher Education
Education
New York University 2012 — 2015
Master of Science (M.S.), IT Systems and Management
Stevenson University 2002 — 2006
Bachelor of Science (B.S.), Business Information Systems
Kuni Kamiyama's Legg Mason Experience 2007 - 2010
Job AVP, Risk Management Performance & Investment Analytics at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
James Cinque's Legg Mason Experience December 2006 - June 2011
Job Research Associate at Gartner
Industry Financial Services
Experience
Gartner September 2014 - Present
TUDOR INVESTMENT CORPORATION September 2013 - December 2013
Jennison Associates May 2012 - July 2013
Legg Mason December 2006 - June 2011
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Financial Services, Securities, Bloomberg, Portfolio Management, Investments, Trading, Hedge Funds, Valuation, Strategic Financial..., Risk Management, Financial Modeling, Capital Markets, Microsoft Excel, Derivatives, Banking, Options
Education
Northeastern University 1999 — 2004
Bachelor's degree, Finance, General Marketing
Gartner September 2014 - Present
TUDOR INVESTMENT CORPORATION September 2013 - December 2013
Jennison Associates May 2012 - July 2013
Legg Mason December 2006 - June 2011
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Financial Services, Securities, Bloomberg, Portfolio Management, Investments, Trading, Hedge Funds, Valuation, Strategic Financial..., Risk Management, Financial Modeling, Capital Markets, Microsoft Excel, Derivatives, Banking, Options
Education
Northeastern University 1999 — 2004
Bachelor's degree, Finance, General Marketing
Harry Kaplan's Legg Mason Experience August 1999 - May 2001
Job Branch Chief Financial Internal Controls at GSA
Industry Accounting
Experience
GSA January 2011 - Present
U.S. Environmental Protection Agency January 2005 - January 2011
AEGON May 2001 - January 2005
Legg Mason August 1999 - May 2001
Butterfield Bank April 1998 - June 1999
First National Bank of Maryland January 1995 - March 1997
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Account Reconciliation, Financial Accounting, Accounts Payable, QuickBooks, General Ledger, Tax, Journal Entries, Accounts Receivable, Financial Analysis, Bookkeeping, Cost Accounting, Internal Audit, Payroll, Managerial Finance, Tax Returns, Sarbanes-Oxley Act
Education
University of Baltimore 1991 — 1993
Certificate in Accounting
Old Dominion University 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
GSA January 2011 - Present
U.S. Environmental Protection Agency January 2005 - January 2011
AEGON May 2001 - January 2005
Legg Mason August 1999 - May 2001
Butterfield Bank April 1998 - June 1999
First National Bank of Maryland January 1995 - March 1997
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Account Reconciliation, Financial Accounting, Accounts Payable, QuickBooks, General Ledger, Tax, Journal Entries, Accounts Receivable, Financial Analysis, Bookkeeping, Cost Accounting, Internal Audit, Payroll, Managerial Finance, Tax Returns, Sarbanes-Oxley Act
Education
University of Baltimore 1991 — 1993
Certificate in Accounting
Old Dominion University 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
Terrence Storey's Legg Mason Experience 2004 - 2006
Job CFO at Fortis Property Group
Industry Real Estate
Experience
Fortis Property Group, LLC December 2005 - Present
Legg Mason 2004 - 2006
DLA Piper May 2000 - December 2004
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2001
MBA, Finance
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Business Law
Penn State University 1993 — 1997
Fortis Property Group, LLC December 2005 - Present
Legg Mason 2004 - 2006
DLA Piper May 2000 - December 2004
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2001
MBA, Finance
University of Maryland Francis King Carey School of Law 1997 — 2001
JD, Business Law
Penn State University 1993 — 1997
Paul Govia, PMP's Legg Mason Experience 2014 - Present
Job Project Manager / Developer at Legg Mason
Industry Banking
Experience
Legg Mason 2014 - Present
Legg Mason 2012 - Present
Legg Mason 2006 - 2011
Citigroup 2000 - 2006
Credit Suisse 1997 - 1999
Industrial Bank of Japan 1994 - 1997
Skills
Sybase, Market Data, SDLC, Trading Systems, Fixed Income, Autosys, Equities, Business Analysis, Back Office, Asset Managment, Derivatives, Oracle, Vendor Management, Financial Services, Unix Shell Scripting, Disaster Recovery, Portfolio Management, Bloomberg, SQL, Data Warehousing, Perl, Risk Management, Requirements Gathering, Mutual Funds, Middle Office, Financial Risk, Corporate Actions, Software Documentation, Asset Management, Databases
Education
Pace University
BBA, Management Information Systems
Legg Mason 2014 - Present
Legg Mason 2012 - Present
Legg Mason 2006 - 2011
Citigroup 2000 - 2006
Credit Suisse 1997 - 1999
Industrial Bank of Japan 1994 - 1997
Skills
Sybase, Market Data, SDLC, Trading Systems, Fixed Income, Autosys, Equities, Business Analysis, Back Office, Asset Managment, Derivatives, Oracle, Vendor Management, Financial Services, Unix Shell Scripting, Disaster Recovery, Portfolio Management, Bloomberg, SQL, Data Warehousing, Perl, Risk Management, Requirements Gathering, Mutual Funds, Middle Office, Financial Risk, Corporate Actions, Software Documentation, Asset Management, Databases
Education
Pace University
BBA, Management Information Systems
Webster Blunt's Legg Mason Experience December 2005 - September 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Kelly Services October 2009 - Present
Virginia Department of Taxation March 2007 - August 2007
OAO Technologies/Capital One January 2007 - April 2007
Legg Mason December 2005 - September 2006
SyCom Technologies May 2005 - August 2005
Internal Revenue Services October 2004 - March 2005
Education
Virginia Commonwealth University
Bachelors, computer science
J. Sargeant Reynolds
Associates, Business Administration
Norfolk State University
Bachelor, Science Business Management (Information Systems)
Kelly Services October 2009 - Present
Virginia Department of Taxation March 2007 - August 2007
OAO Technologies/Capital One January 2007 - April 2007
Legg Mason December 2005 - September 2006
SyCom Technologies May 2005 - August 2005
Internal Revenue Services October 2004 - March 2005
Education
Virginia Commonwealth University
Bachelors, computer science
J. Sargeant Reynolds
Associates, Business Administration
Norfolk State University
Bachelor, Science Business Management (Information Systems)
Shilpa Gevaria's Legg Mason Experience 2006 - 2011
Job
Industry Information Technology and Services
Experience
Aon Hewitt 2012 - Present
Legg Mason 2006 - 2011
Lockheed Martin Information Technology 2004 - 2006
Social Security Administration 2004 - 2006
Skills
Ability to rapidly..., Detail and task oriented, QTP, LoadRunner, Test Automation, Quality Center, Performance Testing, Testing, Test Planning, Quality Assurance, Test Strategy, Test Director, Software Quality..., SDLC, Regression Testing, Test Cases, VBScript, Requirements Analysis, Defect Tracking, Test Management, Regression, Manual Testing, System Testing, Requirements Gathering, Load Testing, User Acceptance Testing, SQL, Agile Methodologies, Bugzilla, Business Requirements, Usability Testing, ClearQuest, Selenium, Functional Testing, HP QTP, HP Quality Center
Education
New Jersey Institute of Technology
BS, Computer Science
Aon Hewitt 2012 - Present
Legg Mason 2006 - 2011
Lockheed Martin Information Technology 2004 - 2006
Social Security Administration 2004 - 2006
Skills
Ability to rapidly..., Detail and task oriented, QTP, LoadRunner, Test Automation, Quality Center, Performance Testing, Testing, Test Planning, Quality Assurance, Test Strategy, Test Director, Software Quality..., SDLC, Regression Testing, Test Cases, VBScript, Requirements Analysis, Defect Tracking, Test Management, Regression, Manual Testing, System Testing, Requirements Gathering, Load Testing, User Acceptance Testing, SQL, Agile Methodologies, Bugzilla, Business Requirements, Usability Testing, ClearQuest, Selenium, Functional Testing, HP QTP, HP Quality Center
Education
New Jersey Institute of Technology
BS, Computer Science
David Duodu, CAMS's Legg Mason Experience May 2004 - November 2005
Job Senior Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA November 2005 - Present
Legg Mason May 2004 - November 2005
Skills
Financial Modeling, Trading, FINRA, Management, Financial Analysis, Securities Regulation, Securities, Analysis, Compliance, Account Reconciliation, Banking, Investments, Series 7, Equities, AML, Finance
Education
North Carolina Central University 1997 — 2001
BA, Finance
Achimota Secondary School
Labone Secondary School
FINRA November 2005 - Present
Legg Mason May 2004 - November 2005
Skills
Financial Modeling, Trading, FINRA, Management, Financial Analysis, Securities Regulation, Securities, Analysis, Compliance, Account Reconciliation, Banking, Investments, Series 7, Equities, AML, Finance
Education
North Carolina Central University 1997 — 2001
BA, Finance
Achimota Secondary School
Labone Secondary School
Neil Strand's Legg Mason Experience November 2005 - January 2012
Job Sr. Storage Engineer at CAS Severn, Inc
Industry Information Technology and Services
Experience
CAS Severn, Inc January 2012 - Present
Legg Mason November 2005 - January 2012
Northrop Grumman September 2001 - November 2005
American Girl January 1996 - January 2001
US Navy January 1984 - January 1996
Skills
NetApp, TSM, Unix, SAN, Tape, Storage, Storage Area Networks, AIX, DS4000, NAS, VMware, Storage Management, Storage Solutions, Servers, Business Continuity, Backup Solutions, Cisco Technologies
Education
Naval Postgraduate School 1989 — 1991
MS, Information Systems
University of Minnesota-Twin Cities
BA, History
CAS Severn, Inc January 2012 - Present
Legg Mason November 2005 - January 2012
Northrop Grumman September 2001 - November 2005
American Girl January 1996 - January 2001
US Navy January 1984 - January 1996
Skills
NetApp, TSM, Unix, SAN, Tape, Storage, Storage Area Networks, AIX, DS4000, NAS, VMware, Storage Management, Storage Solutions, Servers, Business Continuity, Backup Solutions, Cisco Technologies
Education
Naval Postgraduate School 1989 — 1991
MS, Information Systems
University of Minnesota-Twin Cities
BA, History
Jon R. Tumler's Legg Mason Experience July 1987 - October 2001
Job Director of Strategic Development at Resource Energy International, Inc
Industry Environmental Services
Experience
Resource Energy International, Inc. January 2011 - Present
Legg Mason July 1987 - October 2001
Public Securities Association 1982 - 1987
Federal Government 1971 - 1981
Skills
Alternative Energy, Program Management, Fuel, Business Strategy, Start-ups, Proposal Writing, Public Relations, Biomass, Sustainability, Strategic Planning, Energy Efficiency, Business Development, Financial Analysis, Investments, Strategy, Organizational...
Education
Oregon State University 1966 — 1970
BS, Political Science
Resource Energy International, Inc. January 2011 - Present
Legg Mason July 1987 - October 2001
Public Securities Association 1982 - 1987
Federal Government 1971 - 1981
Skills
Alternative Energy, Program Management, Fuel, Business Strategy, Start-ups, Proposal Writing, Public Relations, Biomass, Sustainability, Strategic Planning, Energy Efficiency, Business Development, Financial Analysis, Investments, Strategy, Organizational...
Education
Oregon State University 1966 — 1970
BS, Political Science
Michael Beall's Legg Mason Experience June 2008 - August 2008
Job Analyst
Industry Public Policy
Experience
Federal Reserve Board March 2014 - Present
J.P. Morgan July 2010 - May 2013
Legg Mason June 2008 - August 2008
Morgan Stanley Smith Barney November 2003 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Oregon State University 2005 — 2010
Bachelor of Science, Accountancy and Finance
Crater High School 2001 — 2005
Federal Reserve Board March 2014 - Present
J.P. Morgan July 2010 - May 2013
Legg Mason June 2008 - August 2008
Morgan Stanley Smith Barney November 2003 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Oregon State University 2005 — 2010
Bachelor of Science, Accountancy and Finance
Crater High School 2001 — 2005
Ava Bartlett's Legg Mason Experience February 2003 - May 2003
Job Product Development Specialist at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores March 2015 - Present
Kohl's Department Stores December 2013 - March 2015
Kohl's Department Stores January 2009 - December 2013
Value City Department Stores November 2005 - October 2008
Value City Department Stores June 2005 - November 2005
Carrier Corporation October 2003 - May 2005
Legg Mason February 2003 - May 2003
Skills
Customer Service, Retail, Merchandising, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2000 — 2003
BS, Mass Communication, Public Relations
Point Park College 1998 — 1999
Musical Theatre
Kohl's Department Stores March 2015 - Present
Kohl's Department Stores December 2013 - March 2015
Kohl's Department Stores January 2009 - December 2013
Value City Department Stores November 2005 - October 2008
Value City Department Stores June 2005 - November 2005
Carrier Corporation October 2003 - May 2005
Legg Mason February 2003 - May 2003
Skills
Customer Service, Retail, Merchandising, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2000 — 2003
BS, Mass Communication, Public Relations
Point Park College 1998 — 1999
Musical Theatre
Sisir Kakaraparthy's Legg Mason Experience March 2007 - October 2010
Job PeopleSoft Release Manager at Laureate Education
Industry Information Technology and Services
Experience
Laureate Education June 2011 - Present
Laureate Education October 2010 - June 2011
Legg Mason March 2007 - October 2010
Stanford Technology Partners Inc July 2005 - March 2007
Florida Department of Financial Services 2004 - 2007
Education
Northern Illinois University 2000 — 2004
M.S., Computer Science
Laureate Education June 2011 - Present
Laureate Education October 2010 - June 2011
Legg Mason March 2007 - October 2010
Stanford Technology Partners Inc July 2005 - March 2007
Florida Department of Financial Services 2004 - 2007
Education
Northern Illinois University 2000 — 2004
M.S., Computer Science
Ed Dickens's Legg Mason Experience 1998 - 2001
Job Retired
Industry Financial Services
Experience
TIAA-Cref 2006 - Present
Carolina Investment Solutions 2001 - 2006
Legg Mason 1998 - 2001
Prudential Securities 1996 - 1998
Skills
Investments, Wealth Management, Strategic Financial..., Analysis, Series 63, High Net Worth..., Retirement Planning, Insurance, Series 7, Portfolio Management, Accounting, Asset Allocation, 401k, Asset Management, Investment Advisory, Financial Planning, Management, Mutual Funds, Financial Services, Retirement
Education
North Carolina State University
Western Carolina University
TIAA-Cref 2006 - Present
Carolina Investment Solutions 2001 - 2006
Legg Mason 1998 - 2001
Prudential Securities 1996 - 1998
Skills
Investments, Wealth Management, Strategic Financial..., Analysis, Series 63, High Net Worth..., Retirement Planning, Insurance, Series 7, Portfolio Management, Accounting, Asset Allocation, 401k, Asset Management, Investment Advisory, Financial Planning, Management, Mutual Funds, Financial Services, Retirement
Education
North Carolina State University
Western Carolina University
Dave Brubaker, CSP's Legg Mason Experience 1987 - 1990
Job Safety Manager for US Manuf. at Dawn Food Products
Industry Food Production
Experience
Dawn Food Products April 1997 - Present
Tricon 1992 - 1996
Legg Mason 1987 - 1990
Marriott International 1985 - 1987
Skills
Food Safety, HACCP, Manufacturing, Inventory Management, Food Industry, Food, Continuous Improvement, Cross-functional Team..., Ingredients, Food Manufacturing, Strategic Planning, Food Quality, Industrial Hygiene, Bakery, Food Processing, Team Building, Safety Auditing, Supply Chain, Supply Chain Management, Frozen Food, Management, Forecasting, Safety Management..., Workers Compensation, Ergonomics
Education
Penn State University 1979 — 1984
B.S., College of Human Development, HR & IM
hershey high school 1971 — 1979
Dawn Food Products April 1997 - Present
Tricon 1992 - 1996
Legg Mason 1987 - 1990
Marriott International 1985 - 1987
Skills
Food Safety, HACCP, Manufacturing, Inventory Management, Food Industry, Food, Continuous Improvement, Cross-functional Team..., Ingredients, Food Manufacturing, Strategic Planning, Food Quality, Industrial Hygiene, Bakery, Food Processing, Team Building, Safety Auditing, Supply Chain, Supply Chain Management, Frozen Food, Management, Forecasting, Safety Management..., Workers Compensation, Ergonomics
Education
Penn State University 1979 — 1984
B.S., College of Human Development, HR & IM
hershey high school 1971 — 1979
Lisa Bai's Legg Mason Experience March 1991 - August 1995
Job Second Vice President at New York Life Investments
Industry Real Estate
Experience
New York Life Investment Management LLC Second Vice PresidentNew York Life InvestmentsAugust 1995 - Present
Legg Mason March 1991 - August 1995
Education
Pace University 1981 — 1985
BA, English
New York Life Investment Management LLC Second Vice PresidentNew York Life InvestmentsAugust 1995 - Present
Legg Mason March 1991 - August 1995
Education
Pace University 1981 — 1985
BA, English
Karen Corso's Legg Mason Experience December 2005 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Volunteer Center of Bergen County, Inc May 2011 - Present
Legg Mason December 2005 - Present
Citigroup Asset Management October 1999 - December 2005
Salomon Smith Barney January 1995 - October 1999
Smith Barney Asset Management January 1993 - December 1994
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Closed-end Funds, 529 Plans, Fixed Income, Corporate Finance, Product Management, Product Development, Pricing Strategy, Team-oriented, Analysis, Asset Management, Finance
Education
Pace University - Lubin School of Business
BBA, Accounting, Finance
Volunteer Center of Bergen County, Inc May 2011 - Present
Legg Mason December 2005 - Present
Citigroup Asset Management October 1999 - December 2005
Salomon Smith Barney January 1995 - October 1999
Smith Barney Asset Management January 1993 - December 1994
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Closed-end Funds, 529 Plans, Fixed Income, Corporate Finance, Product Management, Product Development, Pricing Strategy, Team-oriented, Analysis, Asset Management, Finance
Education
Pace University - Lubin School of Business
BBA, Accounting, Finance
Cynthia Prokopovich's Legg Mason Experience August 2000 - December 2000
Job Divisional Business Control Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Deborah Goodkin's Legg Mason Experience December 2005 - January 2009
Job Managing Director, College Savings Plans at First National Bank of Omaha
Industry Investment Management
Experience
First National Bank of Omaha January 2010 - Present
DG Consulting February 2009 - February 2010
Legg Mason December 2005 - January 2009
Citigroup July 2002 - December 2005
TIAA-CREF January 1996 - July 2002
Port Authority of New York and New Jersey 1985 - January 1996
New York City Board of Education 1980 - 1985
Skills
Risk Management, Mutual Funds, Strategic Planning, Asset Managment, Leadership, Project Management, Product Management, Operations Management, Series 7, Asset Management, Management, 529 Plans, Business, Wealth Management
Education
New York University
MPA/MUP, Public Administration - Urban Planning
Syracuse University - Maxwell School
BA, urban policy, architecture
First National Bank of Omaha January 2010 - Present
DG Consulting February 2009 - February 2010
Legg Mason December 2005 - January 2009
Citigroup July 2002 - December 2005
TIAA-CREF January 1996 - July 2002
Port Authority of New York and New Jersey 1985 - January 1996
New York City Board of Education 1980 - 1985
Skills
Risk Management, Mutual Funds, Strategic Planning, Asset Managment, Leadership, Project Management, Product Management, Operations Management, Series 7, Asset Management, Management, 529 Plans, Business, Wealth Management
Education
New York University
MPA/MUP, Public Administration - Urban Planning
Syracuse University - Maxwell School
BA, urban policy, architecture
Frank Persampieri's Legg Mason Experience July 2011 - October 2014
Job Regional Vice President at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
Sentinel Investments November 2014 - Present
Legg Mason July 2011 - October 2014
Legg Mason October 2006 - October 2008
Legg Mason October 2004 - January 2006
Diversified Investment Advisors February 2002 - August 2004
Alliance Capital December 2000 - December 2001
AllianceBernstein 2000 - 2001
FIRST UNION BANK March 2000 - December 2000
Diversified Investment Advisors January 1998 - January 2000
Skills
Strategy, Training, Management, Investments, Sales, Marketing, Analysis, Mutual Funds, Strategic Planning, Retirement Planning, Marketing Strategy, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation
Education
Pace University
Westchester Community College
L Richard Petracca's Legg Mason Experience 1999 - 2005
Job Principal at Bostonia Global Securities LLC
Industry Financial Services
Experience
Bostonia Global Securities LLC March 2005 - Present
Legg Mason 1999 - 2005
William Blair and Company 1986 - 1999
Skills
Capital Markets, Asset Management, Investments, Valuation, Due Diligence, Structured Finance, Fixed Income
Education
Penn State University 1974 — 1978
BA, Economics/French dual major
Bostonia Global Securities LLC March 2005 - Present
Legg Mason 1999 - 2005
William Blair and Company 1986 - 1999
Skills
Capital Markets, Asset Management, Investments, Valuation, Due Diligence, Structured Finance, Fixed Income
Education
Penn State University 1974 — 1978
BA, Economics/French dual major
Jessica Rinchiuso's Legg Mason Experience VP, Account Transition SpecialistClearBridge InvestmentsJuly 2004 - Present
Job VP, Account Transition Specialist at ClearBridge Investments
Industry Financial Services
Experience
Legg Mason VP, Account Transition SpecialistClearBridge InvestmentsJuly 2004 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
BBA, Finance
Legg Mason VP, Account Transition SpecialistClearBridge InvestmentsJuly 2004 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
BBA, Finance
Randall Carbone AAMS®'s Legg Mason Experience 1999 - 2002
Job Senior Vice President, Group Manager at Suntrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
Lauren Ujazdowski's Legg Mason Experience November 2009 - March 2011
Job Digital Marketing Manager, Consumer Marketing
Industry Financial Services
Experience
American Express September 2015 - Present
Van Eck Global Market Vectors ETFs August 2014 - August 2015
PIMCO March 2011 - July 2014
Legg Mason November 2009 - March 2011
Legg Mason 2007 - April 2009
Legg Mason 2006 - 2007
Skills
Mutual Funds, Investments, ETFs, Separately Managed..., Fixed Income, Series 63, Series 7, Asset Management, Equities, Finance, Wealth Management, Marketing, Relationship Management, Financial Services
Education
Penn State University 2002 — 2006
BA, Public Relations (Business minor)
American Express September 2015 - Present
Van Eck Global Market Vectors ETFs August 2014 - August 2015
PIMCO March 2011 - July 2014
Legg Mason November 2009 - March 2011
Legg Mason 2007 - April 2009
Legg Mason 2006 - 2007
Skills
Mutual Funds, Investments, ETFs, Separately Managed..., Fixed Income, Series 63, Series 7, Asset Management, Equities, Finance, Wealth Management, Marketing, Relationship Management, Financial Services
Education
Penn State University 2002 — 2006
BA, Public Relations (Business minor)
Karthick Shanmugam's Legg Mason Experience April 2006 - November 2008
Job
Industry Financial Services
Experience
AIR Worldwide September 2010 - Present
Alliance Data (Epsilon) October 2009 - September 2010
American Express November 2008 - April 2009
Legg Mason April 2006 - November 2008
Menssana Research Inc July 2005 - December 2005
Skills
SQL, Microsoft SQL Server, Databases, Agile Methodologies, SDLC, XML, Data Warehousing, Oracle, T-SQL, Requirements Analysis, Database Design, Software Development, SSRS, ETL, SSIS
Education
New Jersey Institute of Technology
MS
University of Madras
Bachelor of Technology (BTech)
AIR Worldwide September 2010 - Present
Alliance Data (Epsilon) October 2009 - September 2010
American Express November 2008 - April 2009
Legg Mason April 2006 - November 2008
Menssana Research Inc July 2005 - December 2005
Skills
SQL, Microsoft SQL Server, Databases, Agile Methodologies, SDLC, XML, Data Warehousing, Oracle, T-SQL, Requirements Analysis, Database Design, Software Development, SSRS, ETL, SSIS
Education
New Jersey Institute of Technology
MS
University of Madras
Bachelor of Technology (BTech)
Richard Nadal's Legg Mason Experience May 2007 - August 2009
Job Commercial and Residential Sales Associate
Industry Financial Services
Experience
Berkshire Hathaway Home Services New Jersey January 2015 - Present
Legg Mason May 2007 - August 2009
Citigroup May 2004 - May 2007
Citigroup Asset Mangement March 1993 - November 2002
Dean Witter Reynolds May 1983 - March 1993
Dean Witter Reynolds May 1983 - March 1993
Macro International 1978 - 1981
Skills
Vendor Management, Product Management, Project Management, Fund Services, Mutual Funds, Financial Services, Transfer Agency, FINRA, Asset Managment, Fixed Income, Financial Markets, Banking, Capital Markets, Asset Management, Finance, Investments, Portfolio Management, Program Management, Securities, Middle Office
Education
Pace University - Lubin School of Business 1976 — 1982
BBA, Business Law / International Marketing
Cathedral Prep 1972 — 1976
Berkshire Hathaway Home Services New Jersey January 2015 - Present
Legg Mason May 2007 - August 2009
Citigroup May 2004 - May 2007
Citigroup Asset Mangement March 1993 - November 2002
Dean Witter Reynolds May 1983 - March 1993
Dean Witter Reynolds May 1983 - March 1993
Macro International 1978 - 1981
Skills
Vendor Management, Product Management, Project Management, Fund Services, Mutual Funds, Financial Services, Transfer Agency, FINRA, Asset Managment, Fixed Income, Financial Markets, Banking, Capital Markets, Asset Management, Finance, Investments, Portfolio Management, Program Management, Securities, Middle Office
Education
Pace University - Lubin School of Business 1976 — 1982
BBA, Business Law / International Marketing
Cathedral Prep 1972 — 1976
Kelby Brown's Legg Mason Experience September 2004 - December 2005
Job Senior Vice President, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - Present
Smith Barney January 2004 - September 2007
Legg Mason September 2004 - December 2005
Merrill Lynch September 2001 - December 2003
Yale Securities 1998 - 1999
Education
The Ohio State University 1982 — 1984
Masters, Administration
Northwestern University 1978 — 1982
Bachelor of Arts (BA), Economics
Wells Fargo Advisors September 2007 - Present
Smith Barney January 2004 - September 2007
Legg Mason September 2004 - December 2005
Merrill Lynch September 2001 - December 2003
Yale Securities 1998 - 1999
Education
The Ohio State University 1982 — 1984
Masters, Administration
Northwestern University 1978 — 1982
Bachelor of Arts (BA), Economics
dennis kelleher's Legg Mason Experience 1998 - 2007
Job SVP, Practice Manager at IXI Corporation
Industry Financial Services
Experience
IXI Corporation ConsultantM&T Bank2010 - 2011
Promontory Interfinancial Network February 2006 - February 2007
Legg Mason 1998 - 2007
Prudential Financial 1986 - 2007
University of Maryland, Batlimore September 2002 - May 2005
Prudential Securities 1986 - 1998
Rider College September 1992 - May 1995
Mercer County College September 1991 - May 1992
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Program, Pricing Strategies and Tactics
University of Pennsylvania - The Wharton School 2001 — 2003
Executive Program, Securities Industry Institute
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
B.S., Economics
IXI Corporation ConsultantM&T Bank2010 - 2011
Promontory Interfinancial Network February 2006 - February 2007
Legg Mason 1998 - 2007
Prudential Financial 1986 - 2007
University of Maryland, Batlimore September 2002 - May 2005
Prudential Securities 1986 - 1998
Rider College September 1992 - May 1995
Mercer County College September 1991 - May 1992
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Program, Pricing Strategies and Tactics
University of Pennsylvania - The Wharton School 2001 — 2003
Executive Program, Securities Industry Institute
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
B.S., Economics
Dale Croft's Legg Mason Experience January 1994 - January 2006
Job Director of Music Ministries at First United Methodist Church
Industry Financial Services
Experience
First United Methodist Church November 2012 - Present
Gordon Bros. Water October 2010 - October 2012
Self - Employed June 2006 - October 2010
Legg Mason January 1994 - January 2006
Hefren-Tillotson March 1986 - December 1993
Sportswear Plus/Butler Floor Co. January 1978 - January 1982
Skills
Non-profits, Music, Sales, Customer Service, Fundraising, Public Speaking, Research, Event Planning, Teaching, Leadership Development, Nonprofits, Community Outreach, Editing
Education
Oberlin College 1974 — 1978
B.A, Economics
University of Pittsburgh
Post, pre-med studies
First United Methodist Church November 2012 - Present
Gordon Bros. Water October 2010 - October 2012
Self - Employed June 2006 - October 2010
Legg Mason January 1994 - January 2006
Hefren-Tillotson March 1986 - December 1993
Sportswear Plus/Butler Floor Co. January 1978 - January 1982
Skills
Non-profits, Music, Sales, Customer Service, Fundraising, Public Speaking, Research, Event Planning, Teaching, Leadership Development, Nonprofits, Community Outreach, Editing
Education
Oberlin College 1974 — 1978
B.A, Economics
University of Pittsburgh
Post, pre-med studies
Alexander Lakhter's Legg Mason Experience 2006 - 2008
Job Global Services Manager at Acumen Solutions
Industry Information Technology and Services
Experience
Acumen Solutions June 2012 - Present
Citigroup December 2009 - June 2012
Legg Mason 2006 - 2008
Daman Consulting 2005 - 2006
South West Airlines 2005 - 2006
AOL 2003 - 2004
Skills
ETL, Data Warehousing, Unix, Data Integration, SDLC, Databases, Cloud Computing, Data Marts, Business Intelligence, SQL, Oracle, Data Management, Requirements Analysis, Salesforce.com, Informatica Cloud, CRM, Solaris, Windows, Documentation, Pentaho, Data Migration
Education
Odessa National 'I.I. Mecnikov' University
Bachelor of Science (BS)
Acumen Solutions June 2012 - Present
Citigroup December 2009 - June 2012
Legg Mason 2006 - 2008
Daman Consulting 2005 - 2006
South West Airlines 2005 - 2006
AOL 2003 - 2004
Skills
ETL, Data Warehousing, Unix, Data Integration, SDLC, Databases, Cloud Computing, Data Marts, Business Intelligence, SQL, Oracle, Data Management, Requirements Analysis, Salesforce.com, Informatica Cloud, CRM, Solaris, Windows, Documentation, Pentaho, Data Migration
Education
Odessa National 'I.I. Mecnikov' University
Bachelor of Science (BS)
Brent Hawk's Legg Mason Experience February 1999 - December 2005
Job Second Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2005 - Present
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Education
Penn State University
BS, Finance
Morgan Stanley Smith Barney December 2005 - Present
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Education
Penn State University
BS, Finance
Patricia Beans's Legg Mason Experience December 2004 - Present
Job Director of Strategic Offshore Accounts at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2004 - Present
Citigroup Asset Management September 2002 - December 2004
Citigroup Asset Management September 1999 - September 2002
Smith Barney Asset Management February 1998 - September 1999
Citi Smith Barney January 1989 - February 1998
Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Wealth Management, Investments, Asset Management, Securities, Retirement, CRM, FINRA, Fixed Income, Management, Strategy, Asset Allocation
Education
Webster University
Masters Degree, Management/Marketing
North Central College
Bachelors Degree, Psychology
Legg Mason December 2004 - Present
Citigroup Asset Management September 2002 - December 2004
Citigroup Asset Management September 1999 - September 2002
Smith Barney Asset Management February 1998 - September 1999
Citi Smith Barney January 1989 - February 1998
Skills
Mutual Funds, Asset Managment, Series 63, Series 7, Wealth Management, Investments, Asset Management, Securities, Retirement, CRM, FINRA, Fixed Income, Management, Strategy, Asset Allocation
Education
Webster University
Masters Degree, Management/Marketing
North Central College
Bachelors Degree, Psychology
Brian Caravello's Legg Mason Experience 1999 - 2000
Job AttorneyAdviser at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission October 2012 - Present
Cravath, Swaine & Moore LLP June 2010 - October 2012
Brune & Richard LLP March 2011 - May 2011
U.S. Bankruptcy Court, District of N.J. August 2008 - August 2009
Lin & Partners September 2007 - August 2008
Deutsche Asset Management 2003 - 2004
Jennison Associates 2001 - 2003
Salomon Smith Barney 2000 - 2001
Legg Mason 1999 - 2000
Legg Mason Capital Management 1998 - 1999
Skills
Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Corporate Governance, Litigation, International Law, Litigation Support, Legal Assistance, Legal Compliance, Document Review, Securities Regulation, Westlaw, Licensing, Securities, Civil Litigation
Education
National Taiwan Normal University 2007 — 2008
Chinese
New York Law School 2004 — 2007
J.D., Law
National University of Singapore 2005 — 2005
International Comparative Law
Towson University 1992 — 1996
B.S., English
US Securities and Exchange Commission October 2012 - Present
Cravath, Swaine & Moore LLP June 2010 - October 2012
Brune & Richard LLP March 2011 - May 2011
U.S. Bankruptcy Court, District of N.J. August 2008 - August 2009
Lin & Partners September 2007 - August 2008
Deutsche Asset Management 2003 - 2004
Jennison Associates 2001 - 2003
Salomon Smith Barney 2000 - 2001
Legg Mason 1999 - 2000
Legg Mason Capital Management 1998 - 1999
Skills
Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Corporate Governance, Litigation, International Law, Litigation Support, Legal Assistance, Legal Compliance, Document Review, Securities Regulation, Westlaw, Licensing, Securities, Civil Litigation
Education
National Taiwan Normal University 2007 — 2008
Chinese
New York Law School 2004 — 2007
J.D., Law
National University of Singapore 2005 — 2005
International Comparative Law
Towson University 1992 — 1996
B.S., English
Omar Taymes's Legg Mason Experience November 1999 - Present
Job Director at Legg Mason
Industry Financial Services
Experience
Legg Mason November 1999 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Asset Managment, Project Management, Strategic Planning, Series 7, Mutual Funds, Securities, Series 63, Investment Management, FINRA, Asset Allocation, Finance
Education
Pace University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
Legg Mason November 1999 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Asset Managment, Project Management, Strategic Planning, Series 7, Mutual Funds, Securities, Series 63, Investment Management, FINRA, Asset Allocation, Finance
Education
Pace University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
Robert Shanahan's Legg Mason Experience January 2004 - August 2010
Job Regional VP Sales at Horizon Investments
Industry Financial Services
Experience
Horizon Investments January 2011 - Present
Legg Mason January 2004 - August 2010
AUL Retirement Services January 1996 - January 2004
The Prudential Insurance Company January 1995 - January 1996
The Guardian Life Insurance Company January 1990 - January 1995
The Southwestern Company 1989 - 1989
Skills
Separately Managed..., Mutual Funds, Fixed Annuities, Series 65, 401k, FINRA, Series 7, Asset Allocation, Financial Advisory, Series 63
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
Horizon Investments January 2011 - Present
Legg Mason January 2004 - August 2010
AUL Retirement Services January 1996 - January 2004
The Prudential Insurance Company January 1995 - January 1996
The Guardian Life Insurance Company January 1990 - January 1995
The Southwestern Company 1989 - 1989
Skills
Separately Managed..., Mutual Funds, Fixed Annuities, Series 65, 401k, FINRA, Series 7, Asset Allocation, Financial Advisory, Series 63
Education
Oklahoma State University
Bachelor, Business Administration; Marketing
Karen Batchelder's Legg Mason Experience 1996 - 2006
Job Chief Operating Officer at Context BH Capital Management, LP
Industry
Experience
Context BH Capital Management, LP January 2014 - Present
Context Capital Partners November 2010 - Present
Stifel Nicolaus August 1996 - June 2009
Legg Mason 1996 - 2006
JP Morgan Chase August 1992 - June 1996
Chemical Bank August 1992 - June 1996
The Transportation Group July 1991 - April 1992
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Accounting
Northwestern University 1983 — 1987
BA, Economics, Political Science
Context BH Capital Management, LP January 2014 - Present
Context Capital Partners November 2010 - Present
Stifel Nicolaus August 1996 - June 2009
Legg Mason 1996 - 2006
JP Morgan Chase August 1992 - June 1996
Chemical Bank August 1992 - June 1996
The Transportation Group July 1991 - April 1992
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Security Pacific Bank 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance, Accounting
Northwestern University 1983 — 1987
BA, Economics, Political Science
David J. Bowen, CIPM's Legg Mason Experience January 2005 - Present
Job Director, Manager Performance Operations at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2005 - Present
Legg Mason July 2002 - December 2004
Citigroup Asset Management June 1998 - July 2002
Skills
Derivatives, Asset Allocation, Bloomberg, Wealth Management, Risk Management, Business Analysis, Financial Modeling, Financial Analysis, Vendor Management, SDLC, Series 24, Trading
Education
Pace University 2000 — 2002
Master of Business Administration (M.B.A.), Strategic Management
University of Rhode Island 1994 — 1998
Bachelor of Science (B.S.), Finance and MIS
Legg Mason January 2005 - Present
Legg Mason July 2002 - December 2004
Citigroup Asset Management June 1998 - July 2002
Skills
Derivatives, Asset Allocation, Bloomberg, Wealth Management, Risk Management, Business Analysis, Financial Modeling, Financial Analysis, Vendor Management, SDLC, Series 24, Trading
Education
Pace University 2000 — 2002
Master of Business Administration (M.B.A.), Strategic Management
University of Rhode Island 1994 — 1998
Bachelor of Science (B.S.), Finance and MIS
Len Warren, CFP's Legg Mason Experience July 1993 - December 2005
Job First Vice President / Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Maria Mumby's Legg Mason Experience September 1992 - June 1995
Job BEST Soccer and BEST FC
Industry Sports
Experience
BEST Soccer and BEST FC 1999 - Present
IBM September 2001 - February 2003
Mainspring September 1999 - August 2001
Alcatel-Lucent January 1998 - August 1999
AT&T June 1995 - August 1996
Legg Mason September 1992 - June 1995
Skills
Business Development, Training, Program Management, Soccer, Strategic Planning, Start-ups, Business Strategy, New Business Development, Strategy, Marketing Strategy, Management, Project Management, Social Media, Sales Management, Sales, Leadership, Contract Negotiation, Team Building, Customer Service, Account Management, Public Speaking, Business Planning
Education
Nyenrode Business Universiteit / Nyenrode University 1996 — 1997
Master of Business Administration (M.B.A.), International Business
Philadelphia University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Penn State University 1986 — 1986
Associate's degree, Business Administration and Management, General
BEST Soccer and BEST FC 1999 - Present
IBM September 2001 - February 2003
Mainspring September 1999 - August 2001
Alcatel-Lucent January 1998 - August 1999
AT&T June 1995 - August 1996
Legg Mason September 1992 - June 1995
Skills
Business Development, Training, Program Management, Soccer, Strategic Planning, Start-ups, Business Strategy, New Business Development, Strategy, Marketing Strategy, Management, Project Management, Social Media, Sales Management, Sales, Leadership, Contract Negotiation, Team Building, Customer Service, Account Management, Public Speaking, Business Planning
Education
Nyenrode Business Universiteit / Nyenrode University 1996 — 1997
Master of Business Administration (M.B.A.), International Business
Philadelphia University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Penn State University 1986 — 1986
Associate's degree, Business Administration and Management, General
Dmitry Khaykin's Legg Mason Experience Managing Director, Portfolio ManagerClearBridge InvestmentsJune 2007 - Present
Job Managing Director, Portfolio Manager at ClearBridge Investments
Industry Financial Services
Experience
Legg Mason Managing Director, Portfolio ManagerClearBridge InvestmentsJune 2007 - Present
Clearbridge Investments June 2003 - June 2007
Gabelli Asset Management June 1998 - May 2003
Skills
Asset Management, Portfolio Management, Equity Research, Equities, Investment Strategies, Series 7, Valuation, Capital Markets, Investments, Hedge Funds, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Accounting
New York University 1990 — 1993
BA, Economics and Computer Science
Legg Mason Managing Director, Portfolio ManagerClearBridge InvestmentsJune 2007 - Present
Clearbridge Investments June 2003 - June 2007
Gabelli Asset Management June 1998 - May 2003
Skills
Asset Management, Portfolio Management, Equity Research, Equities, Investment Strategies, Series 7, Valuation, Capital Markets, Investments, Hedge Funds, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Accounting
New York University 1990 — 1993
BA, Economics and Computer Science
Bridget Guerrera's Legg Mason Experience October 2008 - May 2011
Job Encouraging Positive Relationships through Effective Communication.
Industry Financial Services
Experience
A&R Realty Inc. January 2012 - Present
Ljudmil Kljusev MD LLC June 2011 - July 2012
Legg Mason October 2008 - May 2011
University Of Rhode August 2007 - August 2008
Skills
Mutual Funds, Asset Management, Separately Managed..., Wealth Management, Customer Service, Communication, Hedge Funds, Psychology, Retirement, Financial Services, Fixed Income, Asset Managment, Geriatrics, Patient Advocacy, Sales, Data Entry, Auditing, Research, Parenteral Nutrition, Budget Reconciliation, Healthcare, Telemarketing, Childcare, Medical Records, HIPAA, PowerPoint, FINRA, Team-oriented, Back Office, Maintaining Strong..., Outlook, Philanthropy, Spreadsheets, Relationship Management, Fax, Manage Client..., Outstanding..., Interpersonal..., Organization, Payments, Business Relationship..., Microsoft Office 2007, Web Site Production, Business Writing, High Performance Teams, Wealth Management..., Marketing Strategy, Life, Client Services, Compliance Management
Education
Naugatuck Valley Community College 2012 — 2013
Phlebotomy, Phlebotomy Technician/Phlebotomist
University of Rhode Island 2000 — 2006
Bachelor of Arts (B.A.), Sociology
University of Rhode Island 2000 — 2006
Sociology, Sociology, Psychology, Dietetics and Human Sciences
A&R Realty Inc. January 2012 - Present
Ljudmil Kljusev MD LLC June 2011 - July 2012
Legg Mason October 2008 - May 2011
University Of Rhode August 2007 - August 2008
Skills
Mutual Funds, Asset Management, Separately Managed..., Wealth Management, Customer Service, Communication, Hedge Funds, Psychology, Retirement, Financial Services, Fixed Income, Asset Managment, Geriatrics, Patient Advocacy, Sales, Data Entry, Auditing, Research, Parenteral Nutrition, Budget Reconciliation, Healthcare, Telemarketing, Childcare, Medical Records, HIPAA, PowerPoint, FINRA, Team-oriented, Back Office, Maintaining Strong..., Outlook, Philanthropy, Spreadsheets, Relationship Management, Fax, Manage Client..., Outstanding..., Interpersonal..., Organization, Payments, Business Relationship..., Microsoft Office 2007, Web Site Production, Business Writing, High Performance Teams, Wealth Management..., Marketing Strategy, Life, Client Services, Compliance Management
Education
Naugatuck Valley Community College 2012 — 2013
Phlebotomy, Phlebotomy Technician/Phlebotomist
University of Rhode Island 2000 — 2006
Bachelor of Arts (B.A.), Sociology
University of Rhode Island 2000 — 2006
Sociology, Sociology, Psychology, Dietetics and Human Sciences
Brian Fleming's Legg Mason Experience November 1986 - April 2005
Job First Vice PresidentInvestments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
NED GRASSI's Legg Mason Experience 1982 - 2008
Job CLIENT RELATIONS. at PRINCETON PORTFOLIO STRATEGIES GROUP
Industry Investment Management
Experience
PRINCETON CAPITAL MANAGEMENT 2008 - 2011
Legg Mason 1982 - 2008
Skills
Asset Management, Due Diligence, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Retirement Planning
Education
Princeton University
Bachelor of Arts (B.A.), Art History
PRINCETON CAPITAL MANAGEMENT 2008 - 2011
Legg Mason 1982 - 2008
Skills
Asset Management, Due Diligence, Series 7, Investments, Wealth Management, Portfolio Management, Equities, Retirement Planning
Education
Princeton University
Bachelor of Arts (B.A.), Art History
Nadia Hogarth's Legg Mason Experience 2002 - Present
Job Senior Paralegal at Legg Mason
Industry Financial Services
Experience
Legg Mason 2002 - Present
Mecklermedia 1996 - 1999
Skills
Analysis, Investments, Policy, Financial Services, Microsoft Excel, Budgets, Project Management, Strategic Planning, Marketing
Education
Sacred Heart University 2007 — 2009
Bachelors of Science, Business Management
Norwalk Community College 2004 — 2006
Bachelor of Applied Science (B.A.Sc.) and Paralegal Certificate
Legg Mason 2002 - Present
Mecklermedia 1996 - 1999
Skills
Analysis, Investments, Policy, Financial Services, Microsoft Excel, Budgets, Project Management, Strategic Planning, Marketing
Education
Sacred Heart University 2007 — 2009
Bachelors of Science, Business Management
Norwalk Community College 2004 — 2006
Bachelor of Applied Science (B.A.Sc.) and Paralegal Certificate
Suresh Uppaluru's Legg Mason Experience December 2006 - Present
Job Developer Analyst Ld at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2006 - Present
Youngsoft Inc June 2005 - December 2006
Wipro Technologies May 2000 - May 2005
Education
National University 'Ivan Franko' , Lviv 1994 — 1998
Bachelor of Engineering
Legg Mason December 2006 - Present
Youngsoft Inc June 2005 - December 2006
Wipro Technologies May 2000 - May 2005
Education
National University 'Ivan Franko' , Lviv 1994 — 1998
Bachelor of Engineering
William Bass's Legg Mason Experience 1995 - 2005
Job Retired
Industry Financial Services
Experience
Retired and Golfing July 2011 - Present
Wachovia, A Wells Fargo Company 2006 - 2010
Legg Mason 1995 - 2005
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA), Finance, General
University of Kentucky
Bachelor's degree, Political Science and Government
Retired and Golfing July 2011 - Present
Wachovia, A Wells Fargo Company 2006 - 2010
Legg Mason 1995 - 2005
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA), Finance, General
University of Kentucky
Bachelor's degree, Political Science and Government
Omar Taymes's Legg Mason Experience August 2007 - Present
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2007 - Present
Goldman Sachs August 2006 - August 2007
Legg Mason / Citigroup Asset Management November 1999 - August 2006
Skills
Bilingual, Spanish, English
Education
Pace University - Lubin School of Business 1994 — 1997
Finance, Accounting
Abel Bravo High School - Panama
High School Diploma
Legg Mason August 2007 - Present
Goldman Sachs August 2006 - August 2007
Legg Mason / Citigroup Asset Management November 1999 - August 2006
Skills
Bilingual, Spanish, English
Education
Pace University - Lubin School of Business 1994 — 1997
Finance, Accounting
Abel Bravo High School - Panama
High School Diploma
Steve Halfpap's Legg Mason Experience December 2006 - Present
Job Sr. Graphic Designer at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2006 - Present
Education
Pratt Institute 1988 — 1992
Communication Design
Legg Mason December 2006 - Present
Education
Pratt Institute 1988 — 1992
Communication Design
Kevin Amendola's Legg Mason Experience November 2005 - June 2007
Job Vice President Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - November 2012
JP Morgan Chase Bank, N.A. June 2007 - February 2010
Legg Mason November 2005 - June 2007
Education
Pace University 2001 — 2005
Business, Finance
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - November 2012
JP Morgan Chase Bank, N.A. June 2007 - February 2010
Legg Mason November 2005 - June 2007
Education
Pace University 2001 — 2005
Business, Finance
ROBERT SHULMAN's Legg Mason Experience November 1991 - January 2006
Job Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2009 - Present
Smith Barney January 2006 - January 2009
Legg Mason November 1991 - January 2006
Wheat First Securities 1989 - 1991
Butcher and Singer 1985 - 1989
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Series 63, Investment Strategies, Retirement, Alternative Investments, Wealth Management..., Estate Planning, Securities, Series 65, Financial Advisory, ETFs, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Investments, 401k, IRAs, Equities, Fixed Income, Finance
Education
Penn State University
Bachelor of Science (BS), Business Logistics
University Of Michigan
Janney Montgomery Scott January 2009 - Present
Smith Barney January 2006 - January 2009
Legg Mason November 1991 - January 2006
Wheat First Securities 1989 - 1991
Butcher and Singer 1985 - 1989
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Series 63, Investment Strategies, Retirement, Alternative Investments, Wealth Management..., Estate Planning, Securities, Series 65, Financial Advisory, ETFs, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Investments, 401k, IRAs, Equities, Fixed Income, Finance
Education
Penn State University
Bachelor of Science (BS), Business Logistics
University Of Michigan
Neha Rao's Legg Mason Experience April 2006 - October 2013
Job Business Analyst at Diageo
Industry Food & Beverages
Experience
Diageo October 2013 - Present
Legg Mason April 2006 - October 2013
Compuware June 1999 - March 2006
Computech Corporation March 1998 - May 1999
Aptech Computer Education March 1995 - 1997
Raipur Computer Services June 1991 - January 1995
Skills
CRM, Software Project..., Agile & Waterfall..., Business Analysis, Data Analysis, Team Leadership, CRM software, Salesforce.com, SDLC, Requirements Gathering, Databases, Microsoft SQL Server, Vendor Management, Team Management, Management, Problem Analysis, Problem Solving, Data Warehousing
Education
Osmania University
Bachelor of Science
Diageo October 2013 - Present
Legg Mason April 2006 - October 2013
Compuware June 1999 - March 2006
Computech Corporation March 1998 - May 1999
Aptech Computer Education March 1995 - 1997
Raipur Computer Services June 1991 - January 1995
Skills
CRM, Software Project..., Agile & Waterfall..., Business Analysis, Data Analysis, Team Leadership, CRM software, Salesforce.com, SDLC, Requirements Gathering, Databases, Microsoft SQL Server, Vendor Management, Team Management, Management, Problem Analysis, Problem Solving, Data Warehousing
Education
Osmania University
Bachelor of Science
Linda Ellis's Legg Mason Experience July 2012 - September 2013
Job Help Desk Technical Anaylst at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking November 2014 - Present
Stamford Hospital July 2014 - August 2014
BEYOND IT SUPPORT June 2014 - July 2014
Bridgewater Associates March 2014 - May 2014
Legg Mason July 2012 - September 2013
Zotos International (subsidiary of Shiseido USA) August 2001 - July 2012
E-SYNCNETWORKS INC 1997 - 2001
CALDOR INC January 1996 - January 1997
WALDEN BOOKS INC January 1983 - January 1995
Skills
Microsoft Office, Windows 7, Windows Server 2003, Blackberry Enterprise..., Mac OS X, CISCO VoIP, Nortel PBX, Desktop Support, Service Desk, Remote Access, Remote Support, Disaster Recovery, Windows Server, Remote Desktop, Technical Support, Cisco VoIP, Software Documentation, Testing, Active Directory, Access, SQL, Symantec Endpoint..., OS X, System Administration, Cisco Technologies, VMware, Troubleshooting, Visio, Databases, Help Desk Support, System Deployment, Customer Service, Data Center, Networking, Vendor Management, Microsoft Exchange, Security, Integration, Virtualization, Windows
Education
Norwalk Community College 2000 — 2001
Web Development, Norwalk Community College
RBS Markets and International Banking November 2014 - Present
Stamford Hospital July 2014 - August 2014
BEYOND IT SUPPORT June 2014 - July 2014
Bridgewater Associates March 2014 - May 2014
Legg Mason July 2012 - September 2013
Zotos International (subsidiary of Shiseido USA) August 2001 - July 2012
E-SYNCNETWORKS INC 1997 - 2001
CALDOR INC January 1996 - January 1997
WALDEN BOOKS INC January 1983 - January 1995
Skills
Microsoft Office, Windows 7, Windows Server 2003, Blackberry Enterprise..., Mac OS X, CISCO VoIP, Nortel PBX, Desktop Support, Service Desk, Remote Access, Remote Support, Disaster Recovery, Windows Server, Remote Desktop, Technical Support, Cisco VoIP, Software Documentation, Testing, Active Directory, Access, SQL, Symantec Endpoint..., OS X, System Administration, Cisco Technologies, VMware, Troubleshooting, Visio, Databases, Help Desk Support, System Deployment, Customer Service, Data Center, Networking, Vendor Management, Microsoft Exchange, Security, Integration, Virtualization, Windows
Education
Norwalk Community College 2000 — 2001
Web Development, Norwalk Community College
Paul Forward's Legg Mason Experience January 2001 - December 2005
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2005 - Present
Legg Mason January 2001 - December 2005
Energy & Environmental Analysis, Inc. August 1995 - December 2000
Hatch May 1994 - May 1995
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
Master of Business Administration (MBA)
Northwestern University 1992 — 1994
Master of Science (M.S.), Geology
The University of Texas at Austin 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
Stifel Financial Corp. December 2005 - Present
Legg Mason January 2001 - December 2005
Energy & Environmental Analysis, Inc. August 1995 - December 2000
Hatch May 1994 - May 1995
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
Master of Business Administration (MBA)
Northwestern University 1992 — 1994
Master of Science (M.S.), Geology
The University of Texas at Austin 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
Kenneth Soucy's Legg Mason Experience May 1994 - December 1997
Job Finance Director at Lucite International
Industry Chemicals
Experience
Lucite International September 2014 - Present
Air Products and Chemicals December 2011 - August 2014
Air Products and Chemicals May 2010 - December 2011
Dupont Air Products NanoMaterials June 2007 - May 2010
Air Products December 2006 - June 2007
Air Products February 2004 - December 2006
Air Products June 2001 - February 2004
Solomon Smith Barney December 1997 - May 2001
Legg Mason May 1994 - December 1997
Skills
Financial Modeling, Forecasting, Financial Analysis, Managerial Finance
Education
University of Maryland College Park 1999 — 2001
Master of Business Administration (MBA), Finance, General
Penn State University 1989 — 1994
Bachelor of Science (BS), Economics
Lucite International September 2014 - Present
Air Products and Chemicals December 2011 - August 2014
Air Products and Chemicals May 2010 - December 2011
Dupont Air Products NanoMaterials June 2007 - May 2010
Air Products December 2006 - June 2007
Air Products February 2004 - December 2006
Air Products June 2001 - February 2004
Solomon Smith Barney December 1997 - May 2001
Legg Mason May 1994 - December 1997
Skills
Financial Modeling, Forecasting, Financial Analysis, Managerial Finance
Education
University of Maryland College Park 1999 — 2001
Master of Business Administration (MBA), Finance, General
Penn State University 1989 — 1994
Bachelor of Science (BS), Economics
Mark Wojcik's Legg Mason Experience November 2006 - November 2007
Job Associate Director of Compliance
Industry Investment Management
Experience
Third Avenue Management January 2014 - Present
ING Investment Management March 2008 - December 2014
Legg Mason November 2006 - November 2007
Skills
Compliance, Mutual Funds, Derivatives, Financial Risk, Investments, Portfolio Management, Risk Management, Equities, Asset Management, Due Diligence
Education
Muhlenberg College 1993 — 1997
Bachelor of Science (BS)
Third Avenue Management January 2014 - Present
ING Investment Management March 2008 - December 2014
Legg Mason November 2006 - November 2007
Skills
Compliance, Mutual Funds, Derivatives, Financial Risk, Investments, Portfolio Management, Risk Management, Equities, Asset Management, Due Diligence
Education
Muhlenberg College 1993 — 1997
Bachelor of Science (BS)
Liz Donegan's Legg Mason Experience February 2001 - August 2003
Job Investment strategy writer
Industry Writing and Editing
Experience
T. Rowe Price September 2014 - Present
self employed 2000 - September 2014
Anne Arundel County Public Schools 2007 - November 2013
Legg Mason February 2001 - August 2003
Success For All Foundation July 1999 - November 2000
Severn School August 1996 - June 1999
Skills
Writing, Editing, Education, Marketing Communications, Research, Newsletters, Proofreading, Curriculum Design, Copy Editing, Curriculum Development
Education
Northwestern University 1995 — 1996
Master of Science (MS), Secondary Education and Teaching
University of Virginia 1992 — 1995
Bachelor of Arts (BA), English Language and Literature, General
T. Rowe Price September 2014 - Present
self employed 2000 - September 2014
Anne Arundel County Public Schools 2007 - November 2013
Legg Mason February 2001 - August 2003
Success For All Foundation July 1999 - November 2000
Severn School August 1996 - June 1999
Skills
Writing, Editing, Education, Marketing Communications, Research, Newsletters, Proofreading, Curriculum Design, Copy Editing, Curriculum Development
Education
Northwestern University 1995 — 1996
Master of Science (MS), Secondary Education and Teaching
University of Virginia 1992 — 1995
Bachelor of Arts (BA), English Language and Literature, General
Jonathan Sadow's Legg Mason Experience 1998 - 1999
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 1999 - Present
Legg Mason 1998 - 1999
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Capital Markets, Banking, Portfolio Management, Investments, Risk Management, Credit, Financial Services, Asset Management, Trading Systems, Securities, Series 7, Loans, Financial Modeling, Financial Analysis, Wealth Management
Education
Muhlenberg College
Bachelor of Arts (B.A.), Accounting and Business
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
JPMorgan Chase October 1999 - Present
Legg Mason 1998 - 1999
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Capital Markets, Banking, Portfolio Management, Investments, Risk Management, Credit, Financial Services, Asset Management, Trading Systems, Securities, Series 7, Loans, Financial Modeling, Financial Analysis, Wealth Management
Education
Muhlenberg College
Bachelor of Arts (B.A.), Accounting and Business
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
Shaswat Das's Legg Mason Experience April 2006 - March 2007
Job Associate Director Public Company Accounting Oversight Board
Industry Financial Services
Experience
PCAOB February 2011 - Present
U.S. Department of the Treasury September 2007 - February 2011
Legg Mason April 2006 - March 2007
Federal Reserve System November 2004 - April 2006
U.S. Securities and Exchange Commission April 1998 - November 2004
Pension Benefit Guaranty Corporation (PBGC) August 1994 - April 1998
Skills
Corporate Governance, Securities, Capital Markets, Policy
Education
Northeastern University School of Law 1991 — 1994
Doctor of Law (JD)
University of Virginia 1986 — 1990
Bachelor of Arts (BA), History
PCAOB February 2011 - Present
U.S. Department of the Treasury September 2007 - February 2011
Legg Mason April 2006 - March 2007
Federal Reserve System November 2004 - April 2006
U.S. Securities and Exchange Commission April 1998 - November 2004
Pension Benefit Guaranty Corporation (PBGC) August 1994 - April 1998
Skills
Corporate Governance, Securities, Capital Markets, Policy
Education
Northeastern University School of Law 1991 — 1994
Doctor of Law (JD)
University of Virginia 1986 — 1990
Bachelor of Arts (BA), History
Vanguard
Franklin Templeton Investments
Morningstar
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments