Legg Mason Capital Management
Industry: Company
DescriptionHeadquarters: Baltimore, MD Founded: 1982 Parent organization: Legg Mason
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Legg Mason Capital Management Employees
Employee
Years
Job
Industry
Rick Eng Rick Eng's Legg Mason Capital Management Experience June 2006 - January 2011
Job COO at Investure, LLC
Industry Investment Management
Experience
Investure January 2012 - Present
ProFund Advisors LLC January 2011 - March 2012
Legg Mason Capital Management June 2006 - January 2011
Ramsey Asset Management June 2002 - June 2006
Advent Software, Inc. 1994 - 2002
Thomson Financial 1991 - 1994
Skills
Asset Management, Trading, Hedge Funds, Automation, Asset Managment, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Management, Mutual Funds, Financial Services, Strategy, Securities, Alternative Investments, Equities, Finance, Management, Derivatives, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1986 — 2000
BS, Organizational Management & Consumer Studies
McDonogh School 1980 — 1986
Investure January 2012 - Present
ProFund Advisors LLC January 2011 - March 2012
Legg Mason Capital Management June 2006 - January 2011
Ramsey Asset Management June 2002 - June 2006
Advent Software, Inc. 1994 - 2002
Thomson Financial 1991 - 1994
Skills
Asset Management, Trading, Hedge Funds, Automation, Asset Managment, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Management, Mutual Funds, Financial Services, Strategy, Securities, Alternative Investments, Equities, Finance, Management, Derivatives, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1986 — 2000
BS, Organizational Management & Consumer Studies
McDonogh School 1980 — 1986
Mark Pare Mark Pare's Legg Mason Capital Management Experience April 2005 - January 2007
Job Deputy Program Manager VIES at National Government Services
Industry Information Technology and Services
Experience
National Government Services April 2014 - Present
National Government Services June 2013 - April 2014
Federated Investors May 2011 - June 2013
Finix Business Strategies, LLC January 2011 - May 2011
Enterprise Business Partners March 2010 - January 2011
Enterprise Community Investment November 2007 - December 2010
Enterprise Community Investment, Inc. January 2008 - March 2010
Enterprise Community Investment January 2007 - January 2008
Legg Mason Capital Management April 2005 - January 2007
Legg Mason Capital Management December 2002 - April 2005
Skills
Business Analysis, SDLC, SQL, Databases, Quality Assurance, Strategy, Testing, Vendor Management, Risk Management, Competitive Analysis, Budgets, Process Improvement, Visio, Project Management, Business Process..., Business Intelligence, IT Strategy, Requirements Gathering, Integration, Program Management, Strategic Planning, Asset Managment, Portfolio Management, Bloomberg, Asset Management, Access, CRM, Trading, Mutual Funds, Equities, Securities, Investments, Fixed Income
Education
Carnegie Mellon University 2010 — 2015
Master’s Degree, Computer and Information Systems Security/Information Assurance
University of Richmond - Robins School of Business 1995 — 1998
MBA, Finance
Harvard University 1986 — 1990
BA, History
National Government Services April 2014 - Present
National Government Services June 2013 - April 2014
Federated Investors May 2011 - June 2013
Finix Business Strategies, LLC January 2011 - May 2011
Enterprise Business Partners March 2010 - January 2011
Enterprise Community Investment November 2007 - December 2010
Enterprise Community Investment, Inc. January 2008 - March 2010
Enterprise Community Investment January 2007 - January 2008
Legg Mason Capital Management April 2005 - January 2007
Legg Mason Capital Management December 2002 - April 2005
Skills
Business Analysis, SDLC, SQL, Databases, Quality Assurance, Strategy, Testing, Vendor Management, Risk Management, Competitive Analysis, Budgets, Process Improvement, Visio, Project Management, Business Process..., Business Intelligence, IT Strategy, Requirements Gathering, Integration, Program Management, Strategic Planning, Asset Managment, Portfolio Management, Bloomberg, Asset Management, Access, CRM, Trading, Mutual Funds, Equities, Securities, Investments, Fixed Income
Education
Carnegie Mellon University 2010 — 2015
Master’s Degree, Computer and Information Systems Security/Information Assurance
University of Richmond - Robins School of Business 1995 — 1998
MBA, Finance
Harvard University 1986 — 1990
BA, History
Brian J. Boyle's Legg Mason Capital Management Experience 2008 - 2008
Job Associate at DLA Piper LLP (US)
Industry Law Practice
Experience
DLA Piper October 2013 - Present
DLA Piper 2012 - 2012
United States Attorney's Office June 2011 - August 2011
Legg Mason 2008 - 2010
Legg Mason Capital Management 2008 - 2008
O.S.S. Capital Management 2007 - 2007
Education
Villanova University 2010 — 2013
Master of Business Administration (MBA)
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of International Business and Economics 2007 — 2007
Loyola University Maryland 2004 — 2008
B.A.
DLA Piper October 2013 - Present
DLA Piper 2012 - 2012
United States Attorney's Office June 2011 - August 2011
Legg Mason 2008 - 2010
Legg Mason Capital Management 2008 - 2008
O.S.S. Capital Management 2007 - 2007
Education
Villanova University 2010 — 2013
Master of Business Administration (MBA)
Villanova University School of Law 2010 — 2013
Doctor of Law (J.D.)
University of International Business and Economics 2007 — 2007
Loyola University Maryland 2004 — 2008
B.A.
Bill Miller, CFA Bill Miller, CFA's Legg Mason Capital Management Experience August 2008 - June 2013
Job Portfolio Manager at LMM
Industry Investment Management
Experience
LMM June 2013 - Present
Legg Mason Capital Management August 2008 - June 2013
Legg Mason Capital Management June 2007 - August 2007
McKinsey & Company June 2003 - May 2006
Skills
Investments, Analysis, Research, Product Development, Team Leadership, Risk Management, Financial Modeling, Strategy, Valuation, Business Strategy, Strategic Planning, Portfolio Management, Equity Research, Business Analysis, Financial Analysis, Equities, Bloomberg, Market Research, Business Development, Securities, Trading
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Tufts University 1999 — 2003
B.A., Economics, Phi Beta Kappa
Gilman School
Gilman School
LMM June 2013 - Present
Legg Mason Capital Management August 2008 - June 2013
Legg Mason Capital Management June 2007 - August 2007
McKinsey & Company June 2003 - May 2006
Skills
Investments, Analysis, Research, Product Development, Team Leadership, Risk Management, Financial Modeling, Strategy, Valuation, Business Strategy, Strategic Planning, Portfolio Management, Equity Research, Business Analysis, Financial Analysis, Equities, Bloomberg, Market Research, Business Development, Securities, Trading
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Tufts University 1999 — 2003
B.A., Economics, Phi Beta Kappa
Gilman School
Gilman School
Laurel Winkenwerder Laurel Winkenwerder's Legg Mason Capital Management Experience 2007 - 2008
Job Regulatory Analyst II at Black Hills Corporation
Industry Oil & Energy
Experience
Black Hills Corporation June 2015 - Present
BetaNoire Capital & Development January 2015 - Present
Enhanced Oil Recovery Institute, University of Wyoming September 2014 - May 2015
Platts April 2013 - September 2014
BCS, Incorporated 2009 - 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason Capital Management 2005 - 2007
Skills
Business Strategy, Microsoft Excel, Budget Forecasts, Project Management, Energy, Environmental Science, Performance Metrics, Management, Strategy, Renewable Energy Policy, Financial Modeling, ArcGIS, Bloomberg, Government Contracting, Analysis, Leadership, OriginLab, Laboratory Skills, Commodity, Commodity Markets, Trading, Policy, Asset Management, Public Speaking, Research, Hydropower, CPS, Government Accounting, Congressional..., Federal Budget, IMPLAN, Technology Transfer, Financial Accounting, SPSS, PowerPlant, PeopleSoft Financial
Education
University of Wyoming 2013 — 2015
MBA in Energy Management, Energy Project Finance, Economics, & Accounting
University of Colorado Boulder 2012 — 2013
Chemistry Independent Research at the JS Caruthers Biotechnology Ctr
Front Range Community College 2011 — 2012
Forestry, Wildlife, and Natural Resources
USDA Graduate School 2009 — 2009
Technology Transfer: Issues & Processes
Harvard University, John F. Kennedy School of Government 2006 — 2006
Executive Education: Investment Decisions and Behavioral Finance program
Notre Dame of Maryland University 2003 — 2005
Bachelor of Arts (B.A.), Business, Finance and Economics
McKinney High School
Mountain Shepherd
Black Hills Corporation June 2015 - Present
BetaNoire Capital & Development January 2015 - Present
Enhanced Oil Recovery Institute, University of Wyoming September 2014 - May 2015
Platts April 2013 - September 2014
BCS, Incorporated 2009 - 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason Capital Management 2005 - 2007
Skills
Business Strategy, Microsoft Excel, Budget Forecasts, Project Management, Energy, Environmental Science, Performance Metrics, Management, Strategy, Renewable Energy Policy, Financial Modeling, ArcGIS, Bloomberg, Government Contracting, Analysis, Leadership, OriginLab, Laboratory Skills, Commodity, Commodity Markets, Trading, Policy, Asset Management, Public Speaking, Research, Hydropower, CPS, Government Accounting, Congressional..., Federal Budget, IMPLAN, Technology Transfer, Financial Accounting, SPSS, PowerPlant, PeopleSoft Financial
Education
University of Wyoming 2013 — 2015
MBA in Energy Management, Energy Project Finance, Economics, & Accounting
University of Colorado Boulder 2012 — 2013
Chemistry Independent Research at the JS Caruthers Biotechnology Ctr
Front Range Community College 2011 — 2012
Forestry, Wildlife, and Natural Resources
USDA Graduate School 2009 — 2009
Technology Transfer: Issues & Processes
Harvard University, John F. Kennedy School of Government 2006 — 2006
Executive Education: Investment Decisions and Behavioral Finance program
Notre Dame of Maryland University 2003 — 2005
Bachelor of Arts (B.A.), Business, Finance and Economics
McKinney High School
Mountain Shepherd
Jay Leopold Jay Leopold's Legg Mason Capital Management Experience April 2009 - July 2013
Job Head, U.S Investment Risk at Columbia Threadneedle
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2014 - Present
Legg Mason April 2013 - September 2014
Legg Mason Capital Management April 2009 - July 2013
Legg Mason Capital Management January 1995 - July 2013
Legg Mason June 1986 - December 1994
Skills
Portfolios, Equity Research, Equities, Asset Management, Investments, Stocks, Portfolio Management, Wealth Management, Risk Management, Mutual Funds, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BS, Finance, Political Science
University of Pennsylvania - The Wharton School
Columbia Threadneedle Investments September 2014 - Present
Legg Mason April 2013 - September 2014
Legg Mason Capital Management April 2009 - July 2013
Legg Mason Capital Management January 1995 - July 2013
Legg Mason June 1986 - December 1994
Skills
Portfolios, Equity Research, Equities, Asset Management, Investments, Stocks, Portfolio Management, Wealth Management, Risk Management, Mutual Funds, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BS, Finance, Political Science
University of Pennsylvania - The Wharton School
Peter Sterba Peter Sterba's Legg Mason Capital Management Experience May 2011 - November 2011
Job Member of Technical Staff at PROTEUS Technologies
Industry Computer Software
Experience
PROTEUS Technologies July 2014 - Present
Millennial Media December 2011 - July 2014
Legg Mason Capital Management May 2011 - November 2011
Denali Solutions (Now Intergraph Corp) July 2009 - May 2011
Skills
ASP.NET, C#, Java, Microsoft SQL Server, XML, Subversion, Software Development, Web Services
Education
University of Maryland Baltimore County 2014 — 2017
M.P.S., Cybersecurity
University of Maryland Baltimore County 2005 — 2009
B.S., Computer Science
PROTEUS Technologies July 2014 - Present
Millennial Media December 2011 - July 2014
Legg Mason Capital Management May 2011 - November 2011
Denali Solutions (Now Intergraph Corp) July 2009 - May 2011
Skills
ASP.NET, C#, Java, Microsoft SQL Server, XML, Subversion, Software Development, Web Services
Education
University of Maryland Baltimore County 2014 — 2017
M.P.S., Cybersecurity
University of Maryland Baltimore County 2005 — 2009
B.S., Computer Science
Tonya Zatko Tonya Zatko's Legg Mason Capital Management Experience June 2004 - August 2004
Job Bala Consulting Engineers Marketing Specializing in Business Development, Social Networking, and Web Development
Industry Mechanical or Industrial Engineering
Experience
Bala Consulting Engineers November 2005 - Present
Legg Mason Capital Management June 2004 - August 2004
Skills
Proposal Writing, Web Design, Graphic Design, Event Planning, Business Development, Adobe Creative Suite, Dreamweaver, Website Development, Social Media Education
Education
Moore College of Art and Design 2010 — 2011
Graphic Design, Print and Web Media
Clarion University of Pennsylvania 2001 — 2005
B.S., Business and Computer Information Science
Bala Consulting Engineers November 2005 - Present
Legg Mason Capital Management June 2004 - August 2004
Skills
Proposal Writing, Web Design, Graphic Design, Event Planning, Business Development, Adobe Creative Suite, Dreamweaver, Website Development, Social Media Education
Education
Moore College of Art and Design 2010 — 2011
Graphic Design, Print and Web Media
Clarion University of Pennsylvania 2001 — 2005
B.S., Business and Computer Information Science
Lamar Dixon's Legg Mason Capital Management Experience January 2005 - May 2007
Job Regional Growth Manager at Thompson Hine LLP
Industry Law Practice
Experience
Thompson Hine LLP March 2014 - Present
Duane Morris, LLP March 2010 - March 2014
Smith, Gambrell & Russell, LLP June 2007 - March 2010
Legg Mason Capital Management January 2005 - May 2007
Skills
CRM, Business Development, Marketing, Public Relations, New Business Development, Proposal Writing, Editing, Sales, Data Analysis, Financial Services, Research, PowerPoint, Legal Marketing, Marketing Communications, Social Media, Email Marketing, Event Planning, Media Relations, Social Media Marketing, Westlaw
Education
Temple University 1998 — 2002
B.A., Journalism
University of Maryland University College 2005 — 2008
Masters, Business Administration
Thompson Hine LLP March 2014 - Present
Duane Morris, LLP March 2010 - March 2014
Smith, Gambrell & Russell, LLP June 2007 - March 2010
Legg Mason Capital Management January 2005 - May 2007
Skills
CRM, Business Development, Marketing, Public Relations, New Business Development, Proposal Writing, Editing, Sales, Data Analysis, Financial Services, Research, PowerPoint, Legal Marketing, Marketing Communications, Social Media, Email Marketing, Event Planning, Media Relations, Social Media Marketing, Westlaw
Education
Temple University 1998 — 2002
B.A., Journalism
University of Maryland University College 2005 — 2008
Masters, Business Administration
Gregg Gorman Gregg Gorman's Legg Mason Capital Management Experience 2007 - March 2012
Job Managing Director and Treasurer at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2012 - Present
Legg Mason Capital Management 2007 - March 2012
Marriott International 1998 - 2007
USF&G 1996 - 1998
Comsat Communications 1993 - 1996
IBM Credit Corporation 1990 - 1993
Skills
Asset Managment, Investments, Valuation, Financial Services, Bloomberg, Asset Management, Financial Modeling, Financial Analysis, Asset Allocation, Equities, Equity Research, Alternative Investments, Trading, Portfolio Management, Finance, Due Diligence, Risk Management, Mutual Funds, Fixed Income, Hedge Funds, Series 7, Securities, Management
Education
Wharton Business School 1988 — 1990
MBA, Finance and accounting
Dartmouth College 1981 — 1985
AB, Biochemistry
Legg Mason March 2012 - Present
Legg Mason Capital Management 2007 - March 2012
Marriott International 1998 - 2007
USF&G 1996 - 1998
Comsat Communications 1993 - 1996
IBM Credit Corporation 1990 - 1993
Skills
Asset Managment, Investments, Valuation, Financial Services, Bloomberg, Asset Management, Financial Modeling, Financial Analysis, Asset Allocation, Equities, Equity Research, Alternative Investments, Trading, Portfolio Management, Finance, Due Diligence, Risk Management, Mutual Funds, Fixed Income, Hedge Funds, Series 7, Securities, Management
Education
Wharton Business School 1988 — 1990
MBA, Finance and accounting
Dartmouth College 1981 — 1985
AB, Biochemistry
Elizabeth Hughes Eginton's Legg Mason Capital Management Experience 2005 - 2009
Job Chief Marketing Officer at Latham & Watkins
Industry Financial Services
Experience
Latham & Watkins May 2014 - Present
Morgan Stanley January 2009 - December 2012
Legg Mason Capital Management 2005 - 2009
McKinsey & Company 1996 - 2005
Skills
Investments, Strategy, Asset Managment, Portfolio Management, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Investment Management, Valuation, Business Strategy, Corporate Development, Asset Management, Private Equity, Equity Research, Series 7, Venture Capital, Emerging Markets, Equities
Education
Harvard Business School 1994 — 1996
MBA, Baker Scholar
Harvard University 1987 — 1991
A.B., East Asian Studies & Government
Latham & Watkins May 2014 - Present
Morgan Stanley January 2009 - December 2012
Legg Mason Capital Management 2005 - 2009
McKinsey & Company 1996 - 2005
Skills
Investments, Strategy, Asset Managment, Portfolio Management, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Investment Management, Valuation, Business Strategy, Corporate Development, Asset Management, Private Equity, Equity Research, Series 7, Venture Capital, Emerging Markets, Equities
Education
Harvard Business School 1994 — 1996
MBA, Baker Scholar
Harvard University 1987 — 1991
A.B., East Asian Studies & Government
Gregory Teng Gregory Teng's Legg Mason Capital Management Experience June 2011 - August 2011
Job
Industry Financial Services
Experience
Legg Mason Capital Management June 2011 - August 2011
Lifestyle Home div of Golden Tadco International Corp. June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Windows
Education
University of Maryland College Park 2007 — 2011
Accounting and Finance
Legg Mason Capital Management June 2011 - August 2011
Lifestyle Home div of Golden Tadco International Corp. June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, English, Windows
Education
University of Maryland College Park 2007 — 2011
Accounting and Finance
Nancy Leshko Short Nancy Leshko Short's Legg Mason Capital Management Experience July 1997 - February 2006
Job Registered Client Relationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley Smith Barney February 2006 - February 2009
Legg Mason Capital Management July 1997 - February 2006
M&T Bank July 1980 - July 1997
Skills
Investments, Series 7, Process Improvement, Series 63, Mutual Funds, Securities, Equities, Strategic Planning, Alternative Investments, Team Leadership, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Sales, Asset Managment, Customer Service, Team Building, Trading, Investment Management, Investment Advisory, 401k, Asset Management, Wealth Management
Education
Essex Community College 1979 — 1980
Business, Business
Villa Julie College 1978 — 1979
Para Legal
Sparrows Point High School 1975 — 1978
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley Smith Barney February 2006 - February 2009
Legg Mason Capital Management July 1997 - February 2006
M&T Bank July 1980 - July 1997
Skills
Investments, Series 7, Process Improvement, Series 63, Mutual Funds, Securities, Equities, Strategic Planning, Alternative Investments, Team Leadership, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Sales, Asset Managment, Customer Service, Team Building, Trading, Investment Management, Investment Advisory, 401k, Asset Management, Wealth Management
Education
Essex Community College 1979 — 1980
Business, Business
Villa Julie College 1978 — 1979
Para Legal
Sparrows Point High School 1975 — 1978
Douglas Boggie's Legg Mason Capital Management Experience April 1992 - April 2006
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2006 - Present
Legg Mason Capital Management April 1992 - April 2006
Education
Florida State University 1968 — 1971
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors, LLC December 2006 - Present
Legg Mason Capital Management April 1992 - April 2006
Education
Florida State University 1968 — 1971
Bachelor of Science (BS), Finance, General
Alexis Miller Alexis Miller's Legg Mason Capital Management Experience 2006 - 2007
Job CFO, Guzman & Company/ Guzman Energy
Industry Oil & Energy
Experience
Guzman & Company March 2014 - Present
Guzman Energy June 2013 - Present
Guzman & Company 2007 - March 2014
Legg Mason Capital Management 2006 - 2007
US Navy 2001 - 2006
Education
The Johns Hopkins University 2006 — 2008
Master of Science, Finance
US Naval Academy 1997 — 2001
BS, Economics
Guzman & Company March 2014 - Present
Guzman Energy June 2013 - Present
Guzman & Company 2007 - March 2014
Legg Mason Capital Management 2006 - 2007
US Navy 2001 - 2006
Education
The Johns Hopkins University 2006 — 2008
Master of Science, Finance
US Naval Academy 1997 — 2001
BS, Economics
Joseph Zaccaria Joseph Zaccaria's Legg Mason Capital Management Experience January 2006 - May 2006
Job Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
Rolando Rolo Sierra's Legg Mason Capital Management Experience April 1996 - June 2009
Job PBS Center for Strategic Planning at General Services Administration
Industry Government Administration
Experience
General Services Administration June 2009 - Present
Legg Mason Capital Management April 1996 - June 2009
Visa July 1994 - April 1996
Skills
Investments, Asset Managment, Mutual Funds
Education
Universidad del Sagrado Corazón 1988 — 1994
BA, Business Administration - Marketing Management
General Services Administration June 2009 - Present
Legg Mason Capital Management April 1996 - June 2009
Visa July 1994 - April 1996
Skills
Investments, Asset Managment, Mutual Funds
Education
Universidad del Sagrado Corazón 1988 — 1994
BA, Business Administration - Marketing Management
Joe Krcma Joe Krcma's Legg Mason Capital Management Experience 2005 - May 2014
Job CCO & COO at Founders Financial Securities, LLC.
Industry Financial Services
Experience
Founders Financial, Inc. May 2014 - Present
Legg Mason Capital Management 2005 - May 2014
Legg Mason February 2001 - July 2005
T Rowe Price April 1996 - February 2001
Skills
FINRA, Equities, Investments, Trading, Risk Management, Financial Markets, Investment Management, Asset Management, Asset Managment, Bloomberg, Derivatives, Trading Systems, Options, Alternative Investments, Portfolio Management, Business Analysis, AML, Series 7, series 9, Series 10, Series 24, Series 65
Education
McDaniel College 1992 — 1996
BA, Economics
McDaniel College 1992 — 1996
BA, Business Administration and Management, General
Founders Financial, Inc. May 2014 - Present
Legg Mason Capital Management 2005 - May 2014
Legg Mason February 2001 - July 2005
T Rowe Price April 1996 - February 2001
Skills
FINRA, Equities, Investments, Trading, Risk Management, Financial Markets, Investment Management, Asset Management, Asset Managment, Bloomberg, Derivatives, Trading Systems, Options, Alternative Investments, Portfolio Management, Business Analysis, AML, Series 7, series 9, Series 10, Series 24, Series 65
Education
McDaniel College 1992 — 1996
BA, Economics
McDaniel College 1992 — 1996
BA, Business Administration and Management, General
Christine Peregoy Waters Christine Peregoy Waters's Legg Mason Capital Management Experience July 2009 - February 2010
Job Investment Compliance Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2015 - Present
T. Rowe Price September 2010 - December 2014
Morgan Stanley March 2010 - June 2010
Legg Mason Capital Management July 2009 - February 2010
Legg Mason Capital Management October 2008 - July 2009
Legg Mason Capital Management October 2007 - October 2008
Legg Mason Capital Management March 2007 - September 2007
Legg Mason Capital Management January 2005 - March 2007
Cambridge Associates June 2003 - December 2004
Skills
Charles River IMS, MacGregor, Merrin, XIP, Business Objects, Portia, Bloomberg, Employee Relations, FINRA
Education
Gettysburg College 1999 — 2003
Management
American University 2002 — 2002
Washington Semester - International Business & Trade
T. Rowe Price January 2015 - Present
T. Rowe Price September 2010 - December 2014
Morgan Stanley March 2010 - June 2010
Legg Mason Capital Management July 2009 - February 2010
Legg Mason Capital Management October 2008 - July 2009
Legg Mason Capital Management October 2007 - October 2008
Legg Mason Capital Management March 2007 - September 2007
Legg Mason Capital Management January 2005 - March 2007
Cambridge Associates June 2003 - December 2004
Skills
Charles River IMS, MacGregor, Merrin, XIP, Business Objects, Portia, Bloomberg, Employee Relations, FINRA
Education
Gettysburg College 1999 — 2003
Management
American University 2002 — 2002
Washington Semester - International Business & Trade
Jennifer Nelson Ray Jennifer Nelson Ray's Legg Mason Capital Management Experience August 2005 - July 2007
Job Director of Portfolio & Wealth Advisory at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2015 - Present
BBR Partners January 2010 - June 2015
BBR Partners July 2007 - January 2010
Legg Mason Capital Management August 2005 - July 2007
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Financial Analysis, Investments, Securities
Education
Duke University 2001 — 2005
Bryn Mawr School 1989 — 2001
BBR Partners June 2015 - Present
BBR Partners January 2010 - June 2015
BBR Partners July 2007 - January 2010
Legg Mason Capital Management August 2005 - July 2007
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Financial Analysis, Investments, Securities
Education
Duke University 2001 — 2005
Bryn Mawr School 1989 — 2001
Greg McShea Greg McShea's Legg Mason Capital Management Experience 2007 - 2009
Job General Counsel, Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Keith Shannon Keith Shannon's Legg Mason Capital Management Experience 2000 - June 2013
Job Portfolio Implementation Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2013 - Present
Legg Mason Capital Management 2000 - June 2013
T. Rowe Price July 1995 - October 2000
US Army January 1989 - July 1993
Skills
Innovative Problem..., Risk Management, Mutual Funds, Asset Management, Equity Trading, Trading Systems, Investments, Portfolio Management, Compliance, Fixed Income, Equities, Trading, Securities, Options, Derivatives, Bonds, Investment Operations, Separate Accounts, Equity Swaps, Strategic Thinking, Order Management, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Financial Analysis, Asset Allocation, Finance, Capital Markets, Wealth Management
Education
Loyola College in Maryland
M.S.F., Finance
Univeristy high school
University of Maryland University College
BS, Finance
T. Rowe Price June 2013 - Present
Legg Mason Capital Management 2000 - June 2013
T. Rowe Price July 1995 - October 2000
US Army January 1989 - July 1993
Skills
Innovative Problem..., Risk Management, Mutual Funds, Asset Management, Equity Trading, Trading Systems, Investments, Portfolio Management, Compliance, Fixed Income, Equities, Trading, Securities, Options, Derivatives, Bonds, Investment Operations, Separate Accounts, Equity Swaps, Strategic Thinking, Order Management, Asset Managment, Alternative Investments, Investment Management, Hedge Funds, Financial Analysis, Asset Allocation, Finance, Capital Markets, Wealth Management
Education
Loyola College in Maryland
M.S.F., Finance
Univeristy high school
University of Maryland University College
BS, Finance
Seth Fireman Seth Fireman's Legg Mason Capital Management Experience 1989 - December 1990
Job Partner at FireRock Capital, Inc.
Industry Financial Services
Experience
FireRock Capital, Inc. November 2012 - Present
Goldstrand Investments January 1999 - October 2012
Olympia Partners, LLC. January 1991 - January 1999
Legg Mason Capital Management 1989 - December 1990
Skills
Investments, Mergers, Venture Capital, Investment Banking, Equities, Due Diligence, Financial Structuring, Private Placements, Finance, Capital, Private Equity, Capital Markets, Trading, Financial Services, IPO, Portfolio Management, Start-ups, Alternative Investments, Management, Strategy, Corporate Governance, Investor Relations, Hedge Funds, Investment Strategies, Joint Ventures, Valuation, FINRA, Corporate Finance, Securities, Entrepreneurship, Corporate Development, Emerging Markets, Restructuring, Project Finance, Funding, Investment Advisory, Securities Regulation, M&A experience, Angel Investing, LBO, Financial Markets, Mergers & Acquisitions, Asset Management, Capital Raising, Equity Research, Equity Capital Markets, Business Valuation, Structured Finance, Investment Management, Public Companies
Education
New York Law School 1991 — 1995
JD, Business Law
FireRock Capital, Inc. November 2012 - Present
Goldstrand Investments January 1999 - October 2012
Olympia Partners, LLC. January 1991 - January 1999
Legg Mason Capital Management 1989 - December 1990
Skills
Investments, Mergers, Venture Capital, Investment Banking, Equities, Due Diligence, Financial Structuring, Private Placements, Finance, Capital, Private Equity, Capital Markets, Trading, Financial Services, IPO, Portfolio Management, Start-ups, Alternative Investments, Management, Strategy, Corporate Governance, Investor Relations, Hedge Funds, Investment Strategies, Joint Ventures, Valuation, FINRA, Corporate Finance, Securities, Entrepreneurship, Corporate Development, Emerging Markets, Restructuring, Project Finance, Funding, Investment Advisory, Securities Regulation, M&A experience, Angel Investing, LBO, Financial Markets, Mergers & Acquisitions, Asset Management, Capital Raising, Equity Research, Equity Capital Markets, Business Valuation, Structured Finance, Investment Management, Public Companies
Education
New York Law School 1991 — 1995
JD, Business Law
Alexander Fu Alexander Fu's Legg Mason Capital Management Experience June 2010 - August 2010
Job Product Manager at Jet.com
Industry Internet
Experience
Jet.com November 2014 - Present
Oliver Wyman July 2011 - November 2014
Social Impact Consulting Group January 2010 - May 2011
The Wharton School June 2009 - May 2011
Legg Mason Capital Management June 2010 - August 2010
Skills
Retail, SQL, Analysis, Microsoft Office, Microsoft Excel, Visual Basic, Microsoft SQL Server, MS Office Suite, Pricing Strategy, Life cycle cost modeling, Strategic Sourcing, Data Mining, Group facilitation, Access, Strategy, Merchandising, Promotions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S.Econ., Organizational Behavior, Operations and Information Management
Jet.com November 2014 - Present
Oliver Wyman July 2011 - November 2014
Social Impact Consulting Group January 2010 - May 2011
The Wharton School June 2009 - May 2011
Legg Mason Capital Management June 2010 - August 2010
Skills
Retail, SQL, Analysis, Microsoft Office, Microsoft Excel, Visual Basic, Microsoft SQL Server, MS Office Suite, Pricing Strategy, Life cycle cost modeling, Strategic Sourcing, Data Mining, Group facilitation, Access, Strategy, Merchandising, Promotions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S.Econ., Organizational Behavior, Operations and Information Management
Ashley Miller Ashley Miller's Legg Mason Capital Management Experience June 2005 - July 2011
Job Living life
Industry Investment Management
Experience
Legg Mason Capital Management June 2005 - July 2011
Skills
Trading, Equity Research, Equities, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Investments, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Investment Management, Equity Valuation, Asset Allocation, Due Diligence, Mutual Funds
Education
Columbia University - Columbia Business School
William & Mary
Legg Mason Capital Management June 2005 - July 2011
Skills
Trading, Equity Research, Equities, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Investments, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Investment Management, Equity Valuation, Asset Allocation, Due Diligence, Mutual Funds
Education
Columbia University - Columbia Business School
William & Mary
Kevin Woodward, PMP Kevin Woodward, PMP's Legg Mason Capital Management Experience January 2008 - November 2011
Job Project Lead at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2015 - Present
Broadridge January 2012 - April 2015
Legg Mason Capital Management January 2008 - November 2011
T. Rowe Price Investment Technologies September 2003 - January 2008
T. Rowe Price 2003 - 2008
Advo, Inc. 1999 - 2003
Skills
Microsoft Project, Microsoft Visio, Relational Databases, Visio, Business Analysis, Project Management, MS Project, PMP, Requirements Gathering, Business Process, Disaster Recovery, SDLC, Requirements Analysis, Vendor Management, Business Process..., Software Project..., Process Improvement
Education
McDaniel College 1990 — 1994
Bachelor of Arts, Graphic Design
Project Management Institute 2007 — 2007
PMP, Project Management Professional
T. Rowe Price April 2015 - Present
Broadridge January 2012 - April 2015
Legg Mason Capital Management January 2008 - November 2011
T. Rowe Price Investment Technologies September 2003 - January 2008
T. Rowe Price 2003 - 2008
Advo, Inc. 1999 - 2003
Skills
Microsoft Project, Microsoft Visio, Relational Databases, Visio, Business Analysis, Project Management, MS Project, PMP, Requirements Gathering, Business Process, Disaster Recovery, SDLC, Requirements Analysis, Vendor Management, Business Process..., Software Project..., Process Improvement
Education
McDaniel College 1990 — 1994
Bachelor of Arts, Graphic Design
Project Management Institute 2007 — 2007
PMP, Project Management Professional
Jayde Tillis Jayde Tillis's Legg Mason Capital Management Experience April 2006 - December 2007
Job
Industry Financial Services
Experience
General Motors Asset Management August 2011 - Present
Goldman Sachs December 2007 - June 2010
Legg Mason Capital Management April 2006 - December 2007
Franklin Templeton Investments June 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Hedge Funds, Investments, Microsoft Office, Microsoft Excel, Account Reconciliation, Asset Management, Customer Service, Streamlining Work..., Equities, Finance, Management, Leadership, Entrepreneurship, Social Media Marketing, Project Management, New Business Development, Team Building, Health & Wellness, Vitamins, Food Supplements
Education
Florida Atlantic University
B.S., Majors: Finance & Marketing
General Motors Asset Management August 2011 - Present
Goldman Sachs December 2007 - June 2010
Legg Mason Capital Management April 2006 - December 2007
Franklin Templeton Investments June 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Hedge Funds, Investments, Microsoft Office, Microsoft Excel, Account Reconciliation, Asset Management, Customer Service, Streamlining Work..., Equities, Finance, Management, Leadership, Entrepreneurship, Social Media Marketing, Project Management, New Business Development, Team Building, Health & Wellness, Vitamins, Food Supplements
Education
Florida Atlantic University
B.S., Majors: Finance & Marketing
Phillip Welshans, CFA Phillip Welshans, CFA's Legg Mason Capital Management Experience October 2008 - April 2011
Job Senior Equity Portfolio Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price January 2014 - Present
T. Rowe Price April 2011 - January 2014
Legg Mason Capital Management October 2008 - April 2011
Legg Mason Capital Management June 2008 - October 2008
Legg Mason Capital Management February 2007 - June 2008
Skills
Equities, Research, Mutual Funds, Equity Research, Asset Managment, Valuation, Equity Valuation, Modeling, Bloomberg, Capital Markets
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
M.S., International Relations
Trinity College-Hartford 2000 — 2004
B.A., History
St. James School 1996 — 2000
T. Rowe Price January 2014 - Present
T. Rowe Price April 2011 - January 2014
Legg Mason Capital Management October 2008 - April 2011
Legg Mason Capital Management June 2008 - October 2008
Legg Mason Capital Management February 2007 - June 2008
Skills
Equities, Research, Mutual Funds, Equity Research, Asset Managment, Valuation, Equity Valuation, Modeling, Bloomberg, Capital Markets
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
M.S., International Relations
Trinity College-Hartford 2000 — 2004
B.A., History
St. James School 1996 — 2000
Michael Leister Michael Leister's Legg Mason Capital Management Experience July 2006 - March 2007
Job Vice President Mortgage Trading at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2011 - Present
Goldman Sachs April 2007 - October 2011
Legg Mason Capital Management July 2006 - March 2007
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor's Degree, Finance & Accounting
Goldman Sachs November 2011 - Present
Goldman Sachs April 2007 - October 2011
Legg Mason Capital Management July 2006 - March 2007
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor's Degree, Finance & Accounting
Brandon White, MBA Brandon White, MBA's Legg Mason Capital Management Experience May 2011 - November 2011
Job Project Leader at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price December 2011 - March 2015
Legg Mason Capital Management May 2011 - November 2011
TD Ameritrade 2007 - June 2011
T Rowe Price 2003 - 2007
Skills
Series 63, Mutual Funds, Trading, Equities, Asset Managment, Analysis, Series 7, Process Improvement, Bloomberg, Investments, Portfolio Management, Securities, Fixed Income
Education
University of Maryland University College 2010 — 2012
MBA
Towson University 1999 — 2005
T. Rowe Price March 2015 - Present
T. Rowe Price December 2011 - March 2015
Legg Mason Capital Management May 2011 - November 2011
TD Ameritrade 2007 - June 2011
T Rowe Price 2003 - 2007
Skills
Series 63, Mutual Funds, Trading, Equities, Asset Managment, Analysis, Series 7, Process Improvement, Bloomberg, Investments, Portfolio Management, Securities, Fixed Income
Education
University of Maryland University College 2010 — 2012
MBA
Towson University 1999 — 2005
Lillian B.'s Legg Mason Capital Management Experience March 2004 - December 2004
Job Executive Assistant to President & CEO
Industry Executive Office
Experience
Southern Company May 2014 - Present
Southern Telecom, Inc. (a subsidiary of Southern Company) September 2012 - May 2014
Georgia Power Company June 2010 - May 2012
Global Payments January 2010 - June 2010
The Home Depot July 2005 - November 2009
Legg Mason Capital Management March 2004 - December 2004
Clemson University July 1999 - March 2004
BP March 1998 - July 1999
O'Neal, Inc. June 1988 - March 1998
Skills
Event Planning, Project Management, Talent Management, Executive Level..., Research, Human Resources, Multi Tasking, Organization &...
Education
Southern Wesleyan University 2002 — 2004
B.S., Business Administration
Southern Company May 2014 - Present
Southern Telecom, Inc. (a subsidiary of Southern Company) September 2012 - May 2014
Georgia Power Company June 2010 - May 2012
Global Payments January 2010 - June 2010
The Home Depot July 2005 - November 2009
Legg Mason Capital Management March 2004 - December 2004
Clemson University July 1999 - March 2004
BP March 1998 - July 1999
O'Neal, Inc. June 1988 - March 1998
Skills
Event Planning, Project Management, Talent Management, Executive Level..., Research, Human Resources, Multi Tasking, Organization &...
Education
Southern Wesleyan University 2002 — 2004
B.S., Business Administration
Merica Dito Merica Dito's Legg Mason Capital Management Experience November 2007 - December 2010
Job Associate Director, Compensation at George Washington University
Industry Human Resources
Experience
George Washington University April 2013 - Present
George Washington University December 2010 - April 2013
Legg Mason Capital Management November 2007 - December 2010
ExcelaCom 2005 - November 2007
Skills
Organizational..., Strategic Planning, Project Management, Performance Management, Strategic HR, Organizational..., Talent Acquisition, Training, Employee Relations, Compensation & Benefit, Mediation, Onboarding, HR Policies, HRIS, Recruiting, Career Development, Employee Training, Organizational..., Job Analysis, Talent Management, Technical Recruiting, Human Resources, New Hire Orientations, Succession Planning, Coaching, HR Consulting, Sourcing, Employment Law, Workforce Planning, Interviews, Leadership Development, Employee Engagement, Personnel Management, Executive Search, Training Delivery, Vendor Management, Applicant Tracking..., Hiring, Benefits Negotiation, Internet Recruiting, Benefits Administration, Temporary Placement, Conflict Resolution, College Recruiting, Employee Benefits, Compensation & Benefits
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
University of Maryland Baltimore County 2001 — 2005
B.A.
George Washington University April 2013 - Present
George Washington University December 2010 - April 2013
Legg Mason Capital Management November 2007 - December 2010
ExcelaCom 2005 - November 2007
Skills
Organizational..., Strategic Planning, Project Management, Performance Management, Strategic HR, Organizational..., Talent Acquisition, Training, Employee Relations, Compensation & Benefit, Mediation, Onboarding, HR Policies, HRIS, Recruiting, Career Development, Employee Training, Organizational..., Job Analysis, Talent Management, Technical Recruiting, Human Resources, New Hire Orientations, Succession Planning, Coaching, HR Consulting, Sourcing, Employment Law, Workforce Planning, Interviews, Leadership Development, Employee Engagement, Personnel Management, Executive Search, Training Delivery, Vendor Management, Applicant Tracking..., Hiring, Benefits Negotiation, Internet Recruiting, Benefits Administration, Temporary Placement, Conflict Resolution, College Recruiting, Employee Benefits, Compensation & Benefits
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
University of Maryland Baltimore County 2001 — 2005
B.A.
Andy Schneider's Legg Mason Capital Management Experience March 2002 - October 2008
Job Vice President, Institutional Marketing at Campbell & Company
Industry Investment Management
Experience
Campbell & Company 2008 - Present
Legg Mason Capital Management March 2002 - October 2008
Legg Mason Capital Management March 2006 - November 2007
Skills
FINRA, Mutual Funds, Marketing, Alternative Investments, Investments, Equities, Hedge Funds, Investment Strategies, Investment Management, Fixed Income, Financial Modeling, Portfolio Management, Institutional, Financial Analysis, Equity Derivatives, Commodity, Currency
Education
University of Maryland College Park 2004 — 2006
MBA
Campbell & Company 2008 - Present
Legg Mason Capital Management March 2002 - October 2008
Legg Mason Capital Management March 2006 - November 2007
Skills
FINRA, Mutual Funds, Marketing, Alternative Investments, Investments, Equities, Hedge Funds, Investment Strategies, Investment Management, Fixed Income, Financial Modeling, Portfolio Management, Institutional, Financial Analysis, Equity Derivatives, Commodity, Currency
Education
University of Maryland College Park 2004 — 2006
MBA
Emily (Emmy) Mathews, CFA's Legg Mason Capital Management Experience June 2010 - August 2010
Job Technology Equity Research Analyst at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2013 - Present
Morgan Stanley June 2011 - May 2013
Legg Mason Capital Management June 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Research
Education
Washington and Lee University 2007 — 2011
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2009 — 2009
Bryn Mawr School for Girls 1995 — 2007
Brown Advisory June 2013 - Present
Morgan Stanley June 2011 - May 2013
Legg Mason Capital Management June 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Research
Education
Washington and Lee University 2007 — 2011
Bachelor’s Degree, Philosophy
The London School of Economics and Political Science (LSE) 2009 — 2009
Bryn Mawr School for Girls 1995 — 2007
Bethany Wise Bethany Wise's Legg Mason Capital Management Experience March 2008 - March 2010
Job Relationship Manager at T. Rowe Price Retirement Plan Services
Industry Financial Services
Experience
T. Rowe Price January 2014 - Present
T. Rowe Price March 2010 - December 2013
Legg Mason Capital Management March 2008 - March 2010
Legg Mason Capital Management June 2007 - March 2008
Goldman Sachs June 2006 - June 2007
Skills
Relationship Management, Participant Education, Qualified Retirement..., Business Development, Plan Design, Defined Contribution, Leadership, Financial Services, Customer Service, 401k
Education
Bucknell University
B.S.B.A, Business Management
Loyola University Maryland
Master of Business Administration (MBA), Marketing
T. Rowe Price January 2014 - Present
T. Rowe Price March 2010 - December 2013
Legg Mason Capital Management March 2008 - March 2010
Legg Mason Capital Management June 2007 - March 2008
Goldman Sachs June 2006 - June 2007
Skills
Relationship Management, Participant Education, Qualified Retirement..., Business Development, Plan Design, Defined Contribution, Leadership, Financial Services, Customer Service, 401k
Education
Bucknell University
B.S.B.A, Business Management
Loyola University Maryland
Master of Business Administration (MBA), Marketing
Katherine Wyble Katherine Wyble's Legg Mason Capital Management Experience June 2011 - August 2011
Job Associate at Pathway Capital Management
Industry Investment Management
Experience
Pathway Capital Management January 2015 - Present
Boston University July 2013 - December 2014
ExxonMobil May 2012 - August 2012
Legg Mason Capital Management June 2011 - August 2011
Cambridge Associates June 2009 - June 2011
Skills
Financial Modeling, Economics, Financial Analysis, Corporate Finance, Due Diligence, Investments, Data Analysis, Econometrics, Quantitative Analytics, Asset Allocation, Venture Capital
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Pathway Capital Management January 2015 - Present
Boston University July 2013 - December 2014
ExxonMobil May 2012 - August 2012
Legg Mason Capital Management June 2011 - August 2011
Cambridge Associates June 2009 - June 2011
Skills
Financial Modeling, Economics, Financial Analysis, Corporate Finance, Due Diligence, Investments, Data Analysis, Econometrics, Quantitative Analytics, Asset Allocation, Venture Capital
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Vivianne Komlan's Legg Mason Capital Management Experience March 2005 - September 2007
Job Medical Coding Consultant
Industry Hospital & Health Care
Experience
Cigna-HealthSpring June 2013 - Present
Inovalon May 2007 - May 2013
Legg Mason Capital Management March 2005 - September 2007
Skills
CPC--AAPC 2007
Education
University of Maryland College Park 2010 — 2012
N/A
Cigna-HealthSpring June 2013 - Present
Inovalon May 2007 - May 2013
Legg Mason Capital Management March 2005 - September 2007
Skills
CPC--AAPC 2007
Education
University of Maryland College Park 2010 — 2012
N/A
Mary Chris Gay Mary Chris Gay's Legg Mason Capital Management Experience March 1998 - June 2013
Job Independent Consultant
Industry Financial Services
Experience
MGM Resorts International February 2014 - Present
Self-employed June 2013 - Present
Legg Mason Capital Management March 1998 - June 2013
Legg Mason Capital Management May 1989 - March 1998
Skills
Portfolio Management, Mutual Funds, Strategy, Equities, Leadership, Capital Markets, Asset Management, Asset Allocation, Investments, Wealth Management, Securities, Valuation
Education
Loyola University Maryland 1994 — 1997
Master's degree, Finance
Towson University 1985 — 1989
Bachelor's degree, Finance
MGM Resorts International February 2014 - Present
Self-employed June 2013 - Present
Legg Mason Capital Management March 1998 - June 2013
Legg Mason Capital Management May 1989 - March 1998
Skills
Portfolio Management, Mutual Funds, Strategy, Equities, Leadership, Capital Markets, Asset Management, Asset Allocation, Investments, Wealth Management, Securities, Valuation
Education
Loyola University Maryland 1994 — 1997
Master's degree, Finance
Towson University 1985 — 1989
Bachelor's degree, Finance
Reed Deupree Reed Deupree's Legg Mason Capital Management Experience July 2004 - August 2007
Job Portfolio Manager at GMT Capital
Industry Investment Management
Experience
GMT Capital November 2010 - Present
The Carlyle Group August 2007 - September 2010
Legg Mason Capital Management July 2004 - August 2007
Skills
Banking, Private Equity, Asset Management, Mutual Funds, Portfolio Management, Investments, Valuation, Equities, Financial Services, Finance, Asset Managment, Hedge Funds, Financial Modeling, Equity Research, Financial Analysis
Education
The Wharton School
MBA
Washington and Lee University 1994 — 1998
Memphis University School
GMT Capital November 2010 - Present
The Carlyle Group August 2007 - September 2010
Legg Mason Capital Management July 2004 - August 2007
Skills
Banking, Private Equity, Asset Management, Mutual Funds, Portfolio Management, Investments, Valuation, Equities, Financial Services, Finance, Asset Managment, Hedge Funds, Financial Modeling, Equity Research, Financial Analysis
Education
The Wharton School
MBA
Washington and Lee University 1994 — 1998
Memphis University School
Katrina Donohue Swenson's Legg Mason Capital Management Experience February 2006 - September 2008
Job Marketing Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Marcus S. Thompson, MBA's Legg Mason Capital Management Experience June 2010 - August 2010
Job Licensed Financial Specialist
Industry Financial Services
Experience
PNC November 2013 - Present
PNC August 2012 - October 2013
Hampton University September 2011 - October 2012
ING Investment Management June 2011 - August 2011
Legg Mason Capital Management June 2010 - August 2010
Skills
Leadership, Marketing, PowerPoint, Management, Public Speaking, Microsoft Office, Microsoft Excel, Event Planning, Research, Program Management, Data Analysis, Microsoft Word, Customer Service, Access, Policy, Market Research, Strategic Planning, Project Management, Sales, Outlook, Cross-functional Team..., Facebook, Marketing Strategy, Nonprofits, Analysis, Human Resources, Business Development
Education
Hampton University 2011 — 2012
Masters of Business Administration, Banking and Finance
Hampton University 2007 — 2011
Bachelor of Science Degree, Business Administration/ Finance
PNC November 2013 - Present
PNC August 2012 - October 2013
Hampton University September 2011 - October 2012
ING Investment Management June 2011 - August 2011
Legg Mason Capital Management June 2010 - August 2010
Skills
Leadership, Marketing, PowerPoint, Management, Public Speaking, Microsoft Office, Microsoft Excel, Event Planning, Research, Program Management, Data Analysis, Microsoft Word, Customer Service, Access, Policy, Market Research, Strategic Planning, Project Management, Sales, Outlook, Cross-functional Team..., Facebook, Marketing Strategy, Nonprofits, Analysis, Human Resources, Business Development
Education
Hampton University 2011 — 2012
Masters of Business Administration, Banking and Finance
Hampton University 2007 — 2011
Bachelor of Science Degree, Business Administration/ Finance
Linda Williams's Legg Mason Capital Management Experience 1999 - May 2013
Job Executive Assistant at Techtronic Industries
Industry Consumer Goods
Experience
Techtronic Industries US Group Headquarters October 2014 - March 2015
Graham Packaging June 2013 - October 2014
Legg Mason Capital Management 1999 - May 2013
Skills
Event Planning, Process Scheduler, PowerPoint, Microsoft Word, Microsoft Excel, Software Documentation, Event Management, Access, Customer Service, Fundraising, Microsoft Office, Spreadsheets, Outlook, Data Entry, Non-profits, Office Management, Management, Sales, Marketing, Human Resources, Research, Team Building, Administrative..., Nonprofits, Budgets, Administration, Recruiting, Training, Data Analysis, Visio, Administrative..., Leadership
Education
Coppin State University 1977 — 1981
Special Education
West Philadelphia High 1972 — 1975
Big Shot Productions
Techtronic Industries US Group Headquarters October 2014 - March 2015
Graham Packaging June 2013 - October 2014
Legg Mason Capital Management 1999 - May 2013
Skills
Event Planning, Process Scheduler, PowerPoint, Microsoft Word, Microsoft Excel, Software Documentation, Event Management, Access, Customer Service, Fundraising, Microsoft Office, Spreadsheets, Outlook, Data Entry, Non-profits, Office Management, Management, Sales, Marketing, Human Resources, Research, Team Building, Administrative..., Nonprofits, Budgets, Administration, Recruiting, Training, Data Analysis, Visio, Administrative..., Leadership
Education
Coppin State University 1977 — 1981
Special Education
West Philadelphia High 1972 — 1975
Big Shot Productions
Tom Cadorette Tom Cadorette's Legg Mason Capital Management Experience March 2005 - July 2006
Job High School English Teacher, Fairfax County Public Schools
Industry Writing and Editing
Experience
Fairfax County Public Schools February 2013 - Present
cadoredit May 2007 - Present
Matrix Group International February 2012 - January 2013
The Motley Fool August 2008 - May 2011
The Motley Fool August 2006 - August 2008
Legg Mason Capital Management March 2005 - July 2006
Prince William County Schools August 2004 - February 2005
AFT Healthcare March 2003 - August 2004
Rapid Access International January 2002 - March 2003
The Motley Fool July 2000 - November 2001
Skills
Editing, Writing, Teaching, Administration, Microsoft Office 2007, Content Management, Copywriting, English, Word, Social Media, System Administration, Microsoft Word, Publishing, Online Journalism, Training, Copy Editing, Management, Research, Creative Writing, Web Content, WordPress, Journalism, AP Style, Publications, Newsletters, Blogging, Event Planning, Books
Education
Mary Baldwin College 2002 — 2012
Bachelor of Arts (B.A.), English / Minor in Education
Fairfax County Public Schools February 2013 - Present
cadoredit May 2007 - Present
Matrix Group International February 2012 - January 2013
The Motley Fool August 2008 - May 2011
The Motley Fool August 2006 - August 2008
Legg Mason Capital Management March 2005 - July 2006
Prince William County Schools August 2004 - February 2005
AFT Healthcare March 2003 - August 2004
Rapid Access International January 2002 - March 2003
The Motley Fool July 2000 - November 2001
Skills
Editing, Writing, Teaching, Administration, Microsoft Office 2007, Content Management, Copywriting, English, Word, Social Media, System Administration, Microsoft Word, Publishing, Online Journalism, Training, Copy Editing, Management, Research, Creative Writing, Web Content, WordPress, Journalism, AP Style, Publications, Newsletters, Blogging, Event Planning, Books
Education
Mary Baldwin College 2002 — 2012
Bachelor of Arts (B.A.), English / Minor in Education
Corinne Ratliff Corinne Ratliff's Legg Mason Capital Management Experience January 2009 - January 2012
Job Compliance Officer at Brown Advisory
Industry Financial Services
Experience
Brown Advisory January 2012 - Present
Legg Mason Capital Management January 2009 - January 2012
Legg Mason Capital Management April 2004 - January 2009
Legg Mason Capital Management 2004 - 2008
Legg Mason Capital Management 2001 - 2004
Legg Mason Capital Management January 1996 - January 2001
Skills
Equities, Investments, Mutual Funds, Asset Management, Account Reconciliation, Human Resources, Recruiting, Training, Securities, Employee Benefits
Education
University of Baltimore 1994 — 1996
BA, Interdisciplinary Studies
Loch Raven High School 1988 — 1991
Brown Advisory January 2012 - Present
Legg Mason Capital Management January 2009 - January 2012
Legg Mason Capital Management April 2004 - January 2009
Legg Mason Capital Management 2004 - 2008
Legg Mason Capital Management 2001 - 2004
Legg Mason Capital Management January 1996 - January 2001
Skills
Equities, Investments, Mutual Funds, Asset Management, Account Reconciliation, Human Resources, Recruiting, Training, Securities, Employee Benefits
Education
University of Baltimore 1994 — 1996
BA, Interdisciplinary Studies
Loch Raven High School 1988 — 1991
Peter Shapiro Peter Shapiro's Legg Mason Capital Management Experience 2009 - 2011
Job Portfolio Manager & Analyst, US Equities at Comgest
Industry Investment Management
Experience
Comgest 2013 - Present
Fourpoints Investment Managers 2011 - 2013
Legg Mason Capital Management 2009 - 2011
Legg Mason Capital Management 2008 - 2011
Legg Mason Capital Management 2006 - 2008
Skills
Portfolio Management, Fundamental Analysis, Equity Research, Investments, Risk Management, Quantitative Research, Quantitative Analytics, Microsoft Excel, Bloomberg, FactSet, Matlab, Financial Modeling, Valuation
Education
The Johns Hopkins University
M.S.
Penn State University
M.S.
Colby College
B.A.
Comgest 2013 - Present
Fourpoints Investment Managers 2011 - 2013
Legg Mason Capital Management 2009 - 2011
Legg Mason Capital Management 2008 - 2011
Legg Mason Capital Management 2006 - 2008
Skills
Portfolio Management, Fundamental Analysis, Equity Research, Investments, Risk Management, Quantitative Research, Quantitative Analytics, Microsoft Excel, Bloomberg, FactSet, Matlab, Financial Modeling, Valuation
Education
The Johns Hopkins University
M.S.
Penn State University
M.S.
Colby College
B.A.
Melissa Allison Warren Melissa Allison Warren's Legg Mason Capital Management Experience April 2006 - October 2008
Job Associate General Counsel
Industry Legal Services
Experience
Legg Mason December 2013 - Present
Office of the Attorney General March 2009 - December 2013
Legg Mason Capital Management April 2006 - October 2008
Venable LLP February 2002 - March 2006
Ober Kaler February 1997 - January 2002
Shapiro Sher Guinot & Sandler September 1988 - January 1997
Skills
Corporate Law, Corporate Governance, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Securities, Securities Regulation, Governance, Negotiation, Policy
Education
Duke University
A.B., magna cum laude, Public Policy Studies
University of Pennsylvania Law School
J.D., cum laude
Legg Mason December 2013 - Present
Office of the Attorney General March 2009 - December 2013
Legg Mason Capital Management April 2006 - October 2008
Venable LLP February 2002 - March 2006
Ober Kaler February 1997 - January 2002
Shapiro Sher Guinot & Sandler September 1988 - January 1997
Skills
Corporate Law, Corporate Governance, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Securities, Securities Regulation, Governance, Negotiation, Policy
Education
Duke University
A.B., magna cum laude, Public Policy Studies
University of Pennsylvania Law School
J.D., cum laude
James Yocom James Yocom's Legg Mason Capital Management Experience October 2009 - November 2010
Job Vice President, Senior Financial Advisor, Unionbanc Investment Services
Industry Financial Services
Experience
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Lincoln Financial Distributors February 2012 - Present
Legg Mason Capital Management October 2009 - November 2010
Sun Life Financial February 2005 - July 2009
Nationwide Financial March 2000 - February 2005
Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds
Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing
Frederick Davis Frederick Davis's Legg Mason Capital Management Experience April 2011 - January 2012
Job Administrator
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
WMS Partners February 2012 - November 2014
Legg Mason Capital Management April 2011 - January 2012
Hergenroeder Financial Advisors, Inc. July 2009 - September 2010
Smith Barney December 2005 - April 2009
Legg Mason March 1998 - December 2005
Legg Mason May 1997 - March 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting
Education
University of Baltimore 1990 — 1992
Bachelor of Science, Finance
Merrill Lynch November 2014 - Present
WMS Partners February 2012 - November 2014
Legg Mason Capital Management April 2011 - January 2012
Hergenroeder Financial Advisors, Inc. July 2009 - September 2010
Smith Barney December 2005 - April 2009
Legg Mason March 1998 - December 2005
Legg Mason May 1997 - March 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting
Education
University of Baltimore 1990 — 1992
Bachelor of Science, Finance
Bill Smith, CFP® Bill Smith, CFP®'s Legg Mason Capital Management Experience December 2007 - April 2012
Job Senior Vice President at Maryland Capital Management
Industry Financial Services
Experience
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Maryland Capital Management August 2014 - Present
Legg Mason Investment Counsel April 2012 - July 2014
Legg Mason Capital Management December 2007 - April 2012
Legg Mason January 2007 - December 2007
Legg Mason 2002 - 2006
Legg Mason 2000 - 2002
First Union National Bank (acquired by Wells Fargo) 1999 - 2000
Skills
Investments, Wealth Management, Mutual Funds, Asset Management, Certified Financial..., Relationship Management, Sales Management, Asset Allocation, Direct Sales, Separately Managed..., Estate Planning, Business Development, Series 63, CRM, Fixed Income, Management, Strategy
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Dulaney High School
Moira Donovan Moira Donovan's Legg Mason Capital Management Experience 2004 - 2007
Job Compliance Professional
Industry Financial Services
Experience
Self-employed June 2012 - Present
SC&H Capital June 2012 - Present
Legg Mason Capital Management 2004 - 2007
Legg Mason 2003 - 2004
Legg Mason 1999 - 2003
Deutsche Bank 1996 - 1999
Education
Loyola College in Maryland
Masters of Business Administration, Finance Concentration
Loyola College in Maryland
Bachelor of Business Administration, Finance, General
Self-employed June 2012 - Present
SC&H Capital June 2012 - Present
Legg Mason Capital Management 2004 - 2007
Legg Mason 2003 - 2004
Legg Mason 1999 - 2003
Deutsche Bank 1996 - 1999
Education
Loyola College in Maryland
Masters of Business Administration, Finance Concentration
Loyola College in Maryland
Bachelor of Business Administration, Finance, General
Denis Fradlin Denis Fradlin's Legg Mason Capital Management Experience September 2006 - November 2012
Job Technology Specialist at TSA
Industry Information Technology and Services
Experience
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
Pete Wolf Pete Wolf's Legg Mason Capital Management Experience July 2005 - February 2007
Job Attorney at Mayer Brown
Industry Law Practice
Experience
Mayer Brown August 2013 - Present
Drinker Biddle & Reath LLP September 2010 - August 2013
Drinker Biddle & Reath LLP June 2009 - August 2009
Central States Funds May 2008 - August 2008
Legg Mason Capital Management July 2005 - February 2007
Skills
Corporate Governance, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Securities, Bankruptcy, Legal Research, Litigation
Education
University of Chicago Law School
Juris Doctor
Bucknell University
Bachelor of Arts, Economics
OPRF
Mayer Brown August 2013 - Present
Drinker Biddle & Reath LLP September 2010 - August 2013
Drinker Biddle & Reath LLP June 2009 - August 2009
Central States Funds May 2008 - August 2008
Legg Mason Capital Management July 2005 - February 2007
Skills
Corporate Governance, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Securities, Bankruptcy, Legal Research, Litigation
Education
University of Chicago Law School
Juris Doctor
Bucknell University
Bachelor of Arts, Economics
OPRF
Christopher Vacek Christopher Vacek's Legg Mason Capital Management Experience January 2011 - October 2012
Job Director of Operations and Risk Management at Clark Enterprises, Inc.
Industry Financial Services
Experience
Clark Enterprises, Inc. October 2012 - Present
Legg Mason Capital Management January 2011 - October 2012
Legg Mason Capital Management 2006 - January 2011
T. Rowe Price June 1999 - November 2005
Klausner Bendler + Associates PC 1996 - 1999
Skills
Equities, Asset Management, Mutual Funds, Securities, Compliance, Alternative Investments, Bloomberg, Hedge Funds, Financial Reporting, Derivatives, Accounting, Operations Management, Valuation, Investment Operations, Trading Systems, Capital Markets, Asset Managment, Investments, Equity Trading, Banking, Middle Office, Trading, Financial Services, Investment Management, Fixed Income, Asset Allocation
Education
American University 1990 — 1994
BSBA, Accounting\Finance
American University - Kogod School of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
C. Milton Wright
Clark Enterprises, Inc. October 2012 - Present
Legg Mason Capital Management January 2011 - October 2012
Legg Mason Capital Management 2006 - January 2011
T. Rowe Price June 1999 - November 2005
Klausner Bendler + Associates PC 1996 - 1999
Skills
Equities, Asset Management, Mutual Funds, Securities, Compliance, Alternative Investments, Bloomberg, Hedge Funds, Financial Reporting, Derivatives, Accounting, Operations Management, Valuation, Investment Operations, Trading Systems, Capital Markets, Asset Managment, Investments, Equity Trading, Banking, Middle Office, Trading, Financial Services, Investment Management, Fixed Income, Asset Allocation
Education
American University 1990 — 1994
BSBA, Accounting\Finance
American University - Kogod School of Business 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
C. Milton Wright
Colleen Doremus's Legg Mason Capital Management Experience July 1997 - November 1998
Job Director SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank February 2010 - Present
StableRiver Capital Management August 2005 - February 2010
Trusco Capital Management August 2005 - March 2008
Riggs Investment Advisors December 1998 - July 2005
Legg Mason Capital Management July 1997 - November 1998
ASB Capital Management 1983 - 1997
Skills
Portfolio Management, Institutional..., Fixed Income, Investment Management, Money Market, Investments, Alternative Investments, Management, Accounting, Treasury, Equities, Securities, Trading, Financial Services, Funding, Mutual Funds, Asset Managment, Capital Markets, Bonds, Asset Management, Bloomberg, Wealth Management, Cash Management, Investment Strategies, Series 7, Asset Allocation
Education
Hollins University
BA, Political Science
SunTrust Bank February 2010 - Present
StableRiver Capital Management August 2005 - February 2010
Trusco Capital Management August 2005 - March 2008
Riggs Investment Advisors December 1998 - July 2005
Legg Mason Capital Management July 1997 - November 1998
ASB Capital Management 1983 - 1997
Skills
Portfolio Management, Institutional..., Fixed Income, Investment Management, Money Market, Investments, Alternative Investments, Management, Accounting, Treasury, Equities, Securities, Trading, Financial Services, Funding, Mutual Funds, Asset Managment, Capital Markets, Bonds, Asset Management, Bloomberg, Wealth Management, Cash Management, Investment Strategies, Series 7, Asset Allocation
Education
Hollins University
BA, Political Science
Holly Harrison's Legg Mason Capital Management Experience December 1996 - August 1999
Job Managing Director, Head of Consultant Relations at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
Laura Boydston's Legg Mason Capital Management Experience January 2002 - September 2009
Job Managing Director at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Benjamin Pell's Legg Mason Capital Management Experience 2006 - 2007
Job Special Purpose Acquisition Company Investment Strategy
Industry Venture Capital & Private Equity
Experience
Special Purpose Acquisition Company Investment Strategy May 2014 - Present
EarlyBirdCapital, Inc. February 2008 - May 2014
Legg Mason Capital Management 2006 - 2007
JPMorgan Chase May 2005 - September 2005
Skills
Investment Banking, Venture Capital, Reverse Mergers, Special Situations, Private Placements, Sourcing, Fundraising, Valuation, IPO, Due Diligence, Financial Analysis, Real Estate, Series 7, Series 63, Capital Markets, Bloomberg, Hedge Funds, Financial Modeling, Fixed Income, Equities, Investments, Alternative Investments, Financial Reporting, Investment Strategies, Mergers & Acquisitions, Management, Private Equity, Strategic Planning, Social Media, Corporate Finance, Capital, Strategy
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.)
Gilman School
Special Purpose Acquisition Company Investment Strategy May 2014 - Present
EarlyBirdCapital, Inc. February 2008 - May 2014
Legg Mason Capital Management 2006 - 2007
JPMorgan Chase May 2005 - September 2005
Skills
Investment Banking, Venture Capital, Reverse Mergers, Special Situations, Private Placements, Sourcing, Fundraising, Valuation, IPO, Due Diligence, Financial Analysis, Real Estate, Series 7, Series 63, Capital Markets, Bloomberg, Hedge Funds, Financial Modeling, Fixed Income, Equities, Investments, Alternative Investments, Financial Reporting, Investment Strategies, Mergers & Acquisitions, Management, Private Equity, Strategic Planning, Social Media, Corporate Finance, Capital, Strategy
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.)
Gilman School
John Schubert's Legg Mason Capital Management Experience 2005 - 2009
Job Principal Finix Professional Services LLC at DST Systems
Industry Financial Services
Experience
DST Systems May 2011 - Present
Finix Business Strategies, LLC 2009 - May 2011
Legg Mason Capital Management 2005 - 2009
Legg Mason 1996 - 2005
Skills
Business Analysis, Process Improvement, SDLC, Asset Managment, Vendor Management, Data Analysis, Investments, Financial Services, Brokerage, Investment Strategies, Data Management, Strategic Planning, Fixed Income, Portfolio Management, Requirements Analysis, Platform Development, Platform Integration, Integration, Solution Architecture, Enterprise Architecture, Relationship Management, User Acceptance Testing, Project Planning, Program Management, Agile Methodologies, Data Mapping, Metadata, Data Dictionary, Financial Systems, Financial Systems Design, Financial System..., User Documentation, Business Requirements, Business Process..., Business Process Mapping, Change Management, Priority Management, Securities, Strategy, Management, Mutual Funds, Agile Project Management, Risk Management, Trading Systems, Business Process..., Requirements Gathering
Education
Salisbury University - Perdue School of Business
BS, Business Administration-Marketing
The Johns Hopkins University - Carey Business School
MS, Information and Technology Systems
DST Systems May 2011 - Present
Finix Business Strategies, LLC 2009 - May 2011
Legg Mason Capital Management 2005 - 2009
Legg Mason 1996 - 2005
Skills
Business Analysis, Process Improvement, SDLC, Asset Managment, Vendor Management, Data Analysis, Investments, Financial Services, Brokerage, Investment Strategies, Data Management, Strategic Planning, Fixed Income, Portfolio Management, Requirements Analysis, Platform Development, Platform Integration, Integration, Solution Architecture, Enterprise Architecture, Relationship Management, User Acceptance Testing, Project Planning, Program Management, Agile Methodologies, Data Mapping, Metadata, Data Dictionary, Financial Systems, Financial Systems Design, Financial System..., User Documentation, Business Requirements, Business Process..., Business Process Mapping, Change Management, Priority Management, Securities, Strategy, Management, Mutual Funds, Agile Project Management, Risk Management, Trading Systems, Business Process..., Requirements Gathering
Education
Salisbury University - Perdue School of Business
BS, Business Administration-Marketing
The Johns Hopkins University - Carey Business School
MS, Information and Technology Systems
John Williams, CFA's Legg Mason Capital Management Experience June 2005 - July 2008
Job Vice President at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price Associates, Inc. July 2010 - Present
The Capital Group Companies, Inc. June 2009 - September 2009
Legg Mason Capital Management June 2005 - July 2008
First Annapolis Consulting June 2004 - June 2005
Skills
Valuation, Financial Modeling, Equity Research, Portfolio Management, Bloomberg, Financial Analysis, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
University of Maryland Baltimore County 2000 — 2004
BS, Financial Economics
T. Rowe Price Associates, Inc. July 2010 - Present
The Capital Group Companies, Inc. June 2009 - September 2009
Legg Mason Capital Management June 2005 - July 2008
First Annapolis Consulting June 2004 - June 2005
Skills
Valuation, Financial Modeling, Equity Research, Portfolio Management, Bloomberg, Financial Analysis, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance
University of Maryland Baltimore County 2000 — 2004
BS, Financial Economics
Mikhail Goberman's Legg Mason Capital Management Experience March 2008 - October 2008
Job Financial Analyst
Industry Financial Services
Experience
Portales Partners June 2010 - December 2014
Morgan Stanley February 2010 - May 2010
Legg Mason Capital Management March 2008 - October 2008
Patriot Capital August 2007 - March 2008
Skills
Equities, Financial Analysis, Equity Research, Economics, Bloomberg, Valuation, Investments, Financial Modeling, Financial Services, Analysis, Securities, Alternative Investments, Fixed Income, Capital Markets, Mutual Funds
Education
Loyola University Maryland 2007 — 2009
MBA, Finance
Columbia University in the City of New York 1995 — 2000
BA, Film Studies
Gilman School 1987 — 1995
Portales Partners June 2010 - December 2014
Morgan Stanley February 2010 - May 2010
Legg Mason Capital Management March 2008 - October 2008
Patriot Capital August 2007 - March 2008
Skills
Equities, Financial Analysis, Equity Research, Economics, Bloomberg, Valuation, Investments, Financial Modeling, Financial Services, Analysis, Securities, Alternative Investments, Fixed Income, Capital Markets, Mutual Funds
Education
Loyola University Maryland 2007 — 2009
MBA, Finance
Columbia University in the City of New York 1995 — 2000
BA, Film Studies
Gilman School 1987 — 1995
Trip Deeley's Legg Mason Capital Management Experience September 2006 - January 2008
Job Institutional Equity Salesman at Stifel Nicolaus
Industry Investment Management
Experience
Stifel Nicolaus January 2008 - Present
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
Dickinson College 2001 — 2005
high school
Stifel Nicolaus January 2008 - Present
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
Dickinson College 2001 — 2005
high school
Andrew Bowden's Legg Mason Capital Management Experience May 2003 - October 2011
Job Senior Vice President and General Counsel at Jackson National Life Insurance Company
Industry Financial Services
Experience
Jackson National Life Insurance Company May 2015 - Present
U.S. Securities and Exchange Commission June 2013 - April 2015
U.S. Securities and Exchange Commission September 2012 - June 2013
U.S. Securities and Exchange Commission November 2011 - September 2012
Legg Mason Capital Management May 2003 - October 2011
Legg Mason Capital Management May 2003 - October 2007
Legg Mason Capital Management May 2003 - April 2006
Legg Mason March 1994 - May 2003
Weinberg and Green 1987 - 1994
Skills
Corporate Governance, Securities Regulation, Mutual Funds, Asset Managment, Equities, Securities, Trading, FINRA, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments, Capital Markets, Series 7, Fixed Income, Hedge Funds, Investment Management
Education
University of Pennsylvania Law School 1984 — 1987
J.D., Law
Loyola College in Maryland 1983 — 1987
BA, English
Jackson National Life Insurance Company May 2015 - Present
U.S. Securities and Exchange Commission June 2013 - April 2015
U.S. Securities and Exchange Commission September 2012 - June 2013
U.S. Securities and Exchange Commission November 2011 - September 2012
Legg Mason Capital Management May 2003 - October 2011
Legg Mason Capital Management May 2003 - October 2007
Legg Mason Capital Management May 2003 - April 2006
Legg Mason March 1994 - May 2003
Weinberg and Green 1987 - 1994
Skills
Corporate Governance, Securities Regulation, Mutual Funds, Asset Managment, Equities, Securities, Trading, FINRA, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments, Capital Markets, Series 7, Fixed Income, Hedge Funds, Investment Management
Education
University of Pennsylvania Law School 1984 — 1987
J.D., Law
Loyola College in Maryland 1983 — 1987
BA, English
Emily Liadakis's Legg Mason Capital Management Experience February 2007 - October 2008
Job Performance Analyst
Industry Investment Management
Experience
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Gwen Landahl's Legg Mason Capital Management Experience January 2006 - March 2012
Job Data Analysis, Reporting, and Process Improvement: My Three Obsessions
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management February 2013 - Present
Legg Mason Capital Management January 2006 - March 2012
Legg Mason Capital Management January 2005 - January 2006
Legg Mason Capital Management August 2002 - January 2005
Legg Mason Capital Management 2001 - 2002
Legg Mason Capital Management 2000 - 2001
USAF Cannon AFB 1995 - 1999
alex brown 1988 - 1990
Skills
Equities, Mutual Funds, Business Analysis, Reporting & Analysis, Analysis, Investments, Efficiency Improvement, Data Analysis, Process Improvement
Education
Loyola University Maryland 2005 — 2007
MS, Finance
University of Maryland Baltimore County 2002 — 2004
BA, Computer Information Systems
Arundel Senior High
Hotchkis and Wiley Capital Management February 2013 - Present
Legg Mason Capital Management January 2006 - March 2012
Legg Mason Capital Management January 2005 - January 2006
Legg Mason Capital Management August 2002 - January 2005
Legg Mason Capital Management 2001 - 2002
Legg Mason Capital Management 2000 - 2001
USAF Cannon AFB 1995 - 1999
alex brown 1988 - 1990
Skills
Equities, Mutual Funds, Business Analysis, Reporting & Analysis, Analysis, Investments, Efficiency Improvement, Data Analysis, Process Improvement
Education
Loyola University Maryland 2005 — 2007
MS, Finance
University of Maryland Baltimore County 2002 — 2004
BA, Computer Information Systems
Arundel Senior High
Tom Scicutella's Legg Mason Capital Management Experience July 2007 - March 2008
Job Development Manager PMP
Industry Investment Management
Experience
TIAA-CREF 1999 - Present
Legg Mason Capital Management July 2007 - March 2008
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
TIAA-CREF 1999 - Present
Legg Mason Capital Management July 2007 - March 2008
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
buddha mahendrakar's Legg Mason Capital Management Experience October 2006 - February 2008
Job Senior Programmer at Fidelity National Information Services
Industry Computer Software
Experience
Metavante February 2008 - Present
Fidelity National Information Services February 2008 - Present
Legg Mason Capital Management October 2006 - February 2008
Birlasoft 2004 - 2006
CSC 2001 - 2004
Education
Sri Krishnadevaraya University 1996 — 1999
Metavante February 2008 - Present
Fidelity National Information Services February 2008 - Present
Legg Mason Capital Management October 2006 - February 2008
Birlasoft 2004 - 2006
CSC 2001 - 2004
Education
Sri Krishnadevaraya University 1996 — 1999
Anna Vianna's Legg Mason Capital Management Experience January 2007 - October 2008
Job Accounts Payable Coordinator at Living Classrooms Foundation
Industry Nonprofit Organization Management
Experience
Living Classrooms Foundation April 2009 - Present
Legg Mason Capital Management January 2007 - October 2008
Legg Mason Capital Management March 2003 - January 2007
Deutsche Bank September 1995 - November 2002
Skills
Financial Reporting, Accounting, Analysis, Accounts Payable, Invoicing, Account Reconciliation, Financial Services, Financial Analysis, Financial Statements, Accounts Receivable, Corporate Finance, Investments, Microsoft Excel, Strategic Planning, Cash Flow, General Ledger, Data Entry, Banking
Education
Howard Community College 2003 — 2008
AAS, Early Childhood Education
Lafayette College 1989 — 1993
Psychology
Living Classrooms Foundation April 2009 - Present
Legg Mason Capital Management January 2007 - October 2008
Legg Mason Capital Management March 2003 - January 2007
Deutsche Bank September 1995 - November 2002
Skills
Financial Reporting, Accounting, Analysis, Accounts Payable, Invoicing, Account Reconciliation, Financial Services, Financial Analysis, Financial Statements, Accounts Receivable, Corporate Finance, Investments, Microsoft Excel, Strategic Planning, Cash Flow, General Ledger, Data Entry, Banking
Education
Howard Community College 2003 — 2008
AAS, Early Childhood Education
Lafayette College 1989 — 1993
Psychology
Nick Doetsch's Legg Mason Capital Management Experience 2004 - 2006
Job Owner and manager at Pasadena Boat Works
Industry Retail
Experience
PASADENA BOAT WORKS April 2014 - Present
FEDEX AUTHORIZED SHIPMENT CENTER July 2013 - Present
INTERNATIONAL EBAY RETAILER October 2010 - Present
Jones Lang LaSalle June 2006 - March 2010
LaSalle Investment Management 2006 - 2010
Legg Mason Capital Management 2004 - 2006
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Securities, Valuation, Finance, Equities, Due Diligence, Equity Research, Alternative Investments, Asset Managment, Bloomberg, Financial Reporting, Real Estate Economics, Hedge Funds
Education
Loyola College in Maryland 2000 — 2006
Master's degree, Finance
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Fallston High School 1996 — 2000
PASADENA BOAT WORKS April 2014 - Present
FEDEX AUTHORIZED SHIPMENT CENTER July 2013 - Present
INTERNATIONAL EBAY RETAILER October 2010 - Present
Jones Lang LaSalle June 2006 - March 2010
LaSalle Investment Management 2006 - 2010
Legg Mason Capital Management 2004 - 2006
Skills
Asset Management, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Securities, Valuation, Finance, Equities, Due Diligence, Equity Research, Alternative Investments, Asset Managment, Bloomberg, Financial Reporting, Real Estate Economics, Hedge Funds
Education
Loyola College in Maryland 2000 — 2006
Master's degree, Finance
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Fallston High School 1996 — 2000
Scott Metz's Legg Mason Capital Management Experience 2007 - 2008
Job Director, Accounting at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare June 2013 - Present
ConnectYourCare June 2010 - Present
LACE Financial Corp. 2009 - July 2010
Legg Mason Capital Management 2007 - 2008
Legg Mason Investment Counsel 2002 - 2007
Skills
Financial Modeling, Finance, Forecasting, Financial Analysis, Strategic Planning, Valuation, Business Analysis, Due Diligence, Mergers & Acquisitions, Investments, Accounting, Insurance
Education
Franklin & Marshall College 1990 — 1994
Loyola University Maryland
MBA, Finance
ConnectYourCare June 2013 - Present
ConnectYourCare June 2010 - Present
LACE Financial Corp. 2009 - July 2010
Legg Mason Capital Management 2007 - 2008
Legg Mason Investment Counsel 2002 - 2007
Skills
Financial Modeling, Finance, Forecasting, Financial Analysis, Strategic Planning, Valuation, Business Analysis, Due Diligence, Mergers & Acquisitions, Investments, Accounting, Insurance
Education
Franklin & Marshall College 1990 — 1994
Loyola University Maryland
MBA, Finance
Liz Peregoy's Legg Mason Capital Management Experience October 2007 - October 2008
Job Research Nurse Coordinator at Johns Hopkins University
Industry Medical Practice
Experience
Johns Hopkins University October 2013 - Present
University of Maryland School of Nursing August 2010 - Present
Johns Hopkins Hospital February 2012 - September 2013
Stifel Nicolaus December 2008 - May 2010
Legg Mason Capital Management October 2007 - October 2008
Skills
Account Management, Healthcare, Microsoft Excel, Strategic Planning, Microsoft Word
Education
The George Washington University School of Medicine and Health Sciences 2014 — 2016
Nurse Practitioner
University of Maryland School of Nursing 2010 — 2012
Master of Science (M.S.), Clinical Nurse Leader
Loyola University Maryland 2003 — 2007
Johns Hopkins University October 2013 - Present
University of Maryland School of Nursing August 2010 - Present
Johns Hopkins Hospital February 2012 - September 2013
Stifel Nicolaus December 2008 - May 2010
Legg Mason Capital Management October 2007 - October 2008
Skills
Account Management, Healthcare, Microsoft Excel, Strategic Planning, Microsoft Word
Education
The George Washington University School of Medicine and Health Sciences 2014 — 2016
Nurse Practitioner
University of Maryland School of Nursing 2010 — 2012
Master of Science (M.S.), Clinical Nurse Leader
Loyola University Maryland 2003 — 2007
Adam Benhart's Legg Mason Capital Management Experience August 2006 - March 2009
Job Systems Engineering Manager at Oracle
Industry Information Technology and Services
Experience
Oracle October 2014 - Present
MICROS Systems Inc October 2013 - September 2014
Kelly & Associates Insurance Group August 2010 - October 2013
McCormick March 2009 - August 2010
Legg Mason Capital Management August 2006 - March 2009
GEICO March 2003 - August 2006
Skills
Active Directory, Disaster Recovery, Virtualization, SDLC, Visio, VMware, Microsoft SQL Server, SQL, SharePoint, Business Analysis, Requirements Analysis, Process Improvement, Data Center, Troubleshooting, Project Management
Education
University of Maryland Baltimore County 2006 — 2010
MS, Information Systems
West Virginia University 1994 — 1997
BS, Wildlife and Fisheries Resources
Oracle October 2014 - Present
MICROS Systems Inc October 2013 - September 2014
Kelly & Associates Insurance Group August 2010 - October 2013
McCormick March 2009 - August 2010
Legg Mason Capital Management August 2006 - March 2009
GEICO March 2003 - August 2006
Skills
Active Directory, Disaster Recovery, Virtualization, SDLC, Visio, VMware, Microsoft SQL Server, SQL, SharePoint, Business Analysis, Requirements Analysis, Process Improvement, Data Center, Troubleshooting, Project Management
Education
University of Maryland Baltimore County 2006 — 2010
MS, Information Systems
West Virginia University 1994 — 1997
BS, Wildlife and Fisheries Resources
elizabeth malone's Legg Mason Capital Management Experience February 1994 - March 1996
Job AmTrust Financial
Industry Investment Banking
Experience
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
Vakil, Shivangi's Legg Mason Capital Management Experience September 2007 - December 2009
Job at MicroStrategy
Industry Computer Software
Experience
MicroStrategy May 2010 - Present
Legg Mason Capital Management September 2007 - December 2009
Legg Mason February 2005 - May 2006
Skills
SQL, Microsoft SQL Server, Software Design, SDLC, Business Analysis, .NET, Business Intelligence, Software Development
Education
Towson University 2006 — 2007
MS, Computer Science
University of Maryland College Park
vidyashram
MicroStrategy May 2010 - Present
Legg Mason Capital Management September 2007 - December 2009
Legg Mason February 2005 - May 2006
Skills
SQL, Microsoft SQL Server, Software Design, SDLC, Business Analysis, .NET, Business Intelligence, Software Development
Education
Towson University 2006 — 2007
MS, Computer Science
University of Maryland College Park
vidyashram
William Marlow's Legg Mason Capital Management Experience June 2008 - December 2008
Job Senior Messaging Engineer
Industry Information Technology and Services
Experience
T. Rowe Price May 2012 - Present
Kelly and Associates Insurance Group, Inc. July 2010 - May 2012
AT&T December 2008 - August 2010
Legg Mason Capital Management June 2008 - December 2008
Gannett August 2001 - June 2008
Caliber Learning Network April 1998 - May 2001
Chevy Chase Bank April 1988 - April 1998
Standard Federal Bank May 1987 - April 1988
Skills
Clariion, Active Directory, Disaster Recovery, VMware, Microsoft Exchange, Virtualization, Storage Area Networks, System Administration, Servers, Data Center, SharePoint, Windows Server, Cloud Computing, SAN, Storage, VMware Infrastructure, Microsoft SQL Server, Troubleshooting, Netbackup, SQL, Help Desk Support, vSphere, Hardware, Blackberry Enterprise..., Technical Support, Software Documentation, Networking, NetApp, Citrix
Education
Messiah College 1983 — 1985
Biology
T. Rowe Price May 2012 - Present
Kelly and Associates Insurance Group, Inc. July 2010 - May 2012
AT&T December 2008 - August 2010
Legg Mason Capital Management June 2008 - December 2008
Gannett August 2001 - June 2008
Caliber Learning Network April 1998 - May 2001
Chevy Chase Bank April 1988 - April 1998
Standard Federal Bank May 1987 - April 1988
Skills
Clariion, Active Directory, Disaster Recovery, VMware, Microsoft Exchange, Virtualization, Storage Area Networks, System Administration, Servers, Data Center, SharePoint, Windows Server, Cloud Computing, SAN, Storage, VMware Infrastructure, Microsoft SQL Server, Troubleshooting, Netbackup, SQL, Help Desk Support, vSphere, Hardware, Blackberry Enterprise..., Technical Support, Software Documentation, Networking, NetApp, Citrix
Education
Messiah College 1983 — 1985
Biology
Elizabeth Hughes Eginton's Legg Mason Capital Management Experience PrincipalMcKinsey & Company1996 - 2005
Job SVP at Legg Mason Capital Management
Industry Investment Management
Experience
Legg Mason Capital Management PrincipalMcKinsey & Company1996 - 2005
AEA Investors 1993 - 1994
McKinsey & Company 1991 - 1993
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
A.B., East Asian Studies, Government
Legg Mason Capital Management PrincipalMcKinsey & Company1996 - 2005
AEA Investors 1993 - 1994
McKinsey & Company 1991 - 1993
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
A.B., East Asian Studies, Government
Rob Futia's Legg Mason Capital Management Experience January 2008 - April 2008
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
Morgan Stanley November 2009 - Present
JMI Equity May 2008 - February 2009
Legg Mason Capital Management January 2008 - April 2008
Education
Loyola University Maryland 2006 — 2008
Union College 2004 — 2006
Jill Bennett's Legg Mason Capital Management Experience October 2011 - Present
Job Sr. Financial Analyst/Accountant
Industry Insurance
Experience
Legg Mason Capital Management October 2011 - Present
THE TRAVELERS INSURANCE COMPANY 2006 - 2011
THE TRAVELERS INSURANCE COMPANY 2005 - 2006
THE ST PAUL INSURANCE COMPANY 2000 - 2004
USF&G 1992 - 1999
MARSH & MCLENNAN COMPANIES INC. 1977 - 1991
Skills
Change Management, Analysis, Forecasting, Finance, Financial Analysis, Insurance, Variance Analysis, Access, Commercial Insurance, Budgeting
Education
Bates College
BA, Sociology
University of Hartford
MS, Accounting
Legg Mason Capital Management October 2011 - Present
THE TRAVELERS INSURANCE COMPANY 2006 - 2011
THE TRAVELERS INSURANCE COMPANY 2005 - 2006
THE ST PAUL INSURANCE COMPANY 2000 - 2004
USF&G 1992 - 1999
MARSH & MCLENNAN COMPANIES INC. 1977 - 1991
Skills
Change Management, Analysis, Forecasting, Finance, Financial Analysis, Insurance, Variance Analysis, Access, Commercial Insurance, Budgeting
Education
Bates College
BA, Sociology
University of Hartford
MS, Accounting
Damon Harried's Legg Mason Capital Management Experience January 2005 - January 2008
Job Experienced Financial Analyst seeking new opportunity expertise in Risk Management and Relationship Building
Industry Financial Services
Experience
Cash Settlements January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
Legg Mason Capital Management January 2005 - January 2008
Legg Mason Capital Management January 2003 - January 2005
Legg Mason Capital Management January 2000 - January 2003
Skills
Equities, Portfolio Management, Trading, Bloomberg, Securities, FX Options, CRM, Financial Analysis, Finance, Financial Services, Investments, Mutual Funds
Education
Dartmouth College
Randallstown
Cash Settlements January 2011 - January 2013
Morgan Stanley January 2010 - January 2011
Legg Mason Capital Management January 2005 - January 2008
Legg Mason Capital Management January 2003 - January 2005
Legg Mason Capital Management January 2000 - January 2003
Skills
Equities, Portfolio Management, Trading, Bloomberg, Securities, FX Options, CRM, Financial Analysis, Finance, Financial Services, Investments, Mutual Funds
Education
Dartmouth College
Randallstown
Kathleen Anderson's Legg Mason Capital Management Experience August 2003 - May 2013
Job Product Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments May 2013 - Present
Legg Mason August 2003 - May 2013
Legg Mason Capital Management August 2003 - May 2013
Legg Mason 1996 - 2010
Legg Mason Capital Management 2007 - 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Hedge Funds, Asset Managment, Investments, Risk Management, Financial Risk, Portfolio Management, Securities, Bloomberg, Alternative Investments, Trading, Wealth Management, Equity Research, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Derivatives, Series 63, Investment Management
Education
Loyola College in Maryland 1995 — 1996
Bachelor of Arts (BA), Marketing
ClearBridge Investments May 2013 - Present
Legg Mason August 2003 - May 2013
Legg Mason Capital Management August 2003 - May 2013
Legg Mason 1996 - 2010
Legg Mason Capital Management 2007 - 2008
Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Hedge Funds, Asset Managment, Investments, Risk Management, Financial Risk, Portfolio Management, Securities, Bloomberg, Alternative Investments, Trading, Wealth Management, Equity Research, Asset Allocation, Financial Services, Capital Markets, Financial Markets, Derivatives, Series 63, Investment Management
Education
Loyola College in Maryland 1995 — 1996
Bachelor of Arts (BA), Marketing
Jennifer Murphy's Legg Mason Capital Management Experience July 2009 - March 2013
Job Chief Operating Officer at Western Asset Management
Industry Financial Services
Experience
Western Asset Management May 2015 - Present
Legg Mason, Inc. March 2013 - March 2015
Legg Mason Capital Management July 2009 - March 2013
Legg Mason Capital Management December 2007 - June 2009
Legg Mason Capital Management November 1998 - November 2007
Legg Mason November 1995 - October 1998
Corporate Decisions, Inc. July 1992 - September 1995
Legg Mason June 1986 - August 1990
Skills
Investments, Equities, Investment Management, Financial Services, Equity Research, Asset Managment, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brown University 1982 — 1986
AB, Economics
Western Asset Management May 2015 - Present
Legg Mason, Inc. March 2013 - March 2015
Legg Mason Capital Management July 2009 - March 2013
Legg Mason Capital Management December 2007 - June 2009
Legg Mason Capital Management November 1998 - November 2007
Legg Mason November 1995 - October 1998
Corporate Decisions, Inc. July 1992 - September 1995
Legg Mason June 1986 - August 1990
Skills
Investments, Equities, Investment Management, Financial Services, Equity Research, Asset Managment, Alternative Investments, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brown University 1982 — 1986
AB, Economics
laldinpuia rodawla's Legg Mason Capital Management Experience January 2007 - October 2008
Job MA/MDiv Student at Princeton Theological Seminary
Industry Religious Institutions
Experience
Princeton Theological Seminary September 2009 - Present
Mizo Society of America January 2009 - December 2009
Brown Advisory March 2009 - August 2009
Legg Mason Capital Management January 2007 - October 2008
Food and Drug Administration (FDA) June 2000 - January 2006
Skills
Securities, Financial Services, Valuation, Investment Management, Equity Trading, Small Business, Equity Valuation, Asset Allocation, Banking, Strategy
Education
University of Maryland College Park 2003 — 2006
BS, Finance
Princeton Theological Seminary September 2009 - Present
Mizo Society of America January 2009 - December 2009
Brown Advisory March 2009 - August 2009
Legg Mason Capital Management January 2007 - October 2008
Food and Drug Administration (FDA) June 2000 - January 2006
Skills
Securities, Financial Services, Valuation, Investment Management, Equity Trading, Small Business, Equity Valuation, Asset Allocation, Banking, Strategy
Education
University of Maryland College Park 2003 — 2006
BS, Finance
Mark Whiskeyman, CFA's Legg Mason Capital Management Experience 2007 - 2008
Job at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
T. Rowe Price February 2011 - Present
Heritage Financial Consultants February 2009 - February 2011
Legg Mason Capital Management 2007 - 2008
Legg Mason 2006 - 2007
Legg Mason 2002 - 2006
Olde Discount Stockbrokers 1999 - 2002
Education
Towson University 1998 — 1999
BS, Finance
Rebecca Lioi's Legg Mason Capital Management Experience February 2012 - July 2012
Job Executive Projects for Alexander+Tom
Industry Executive Office
Experience
Alexander + Tom, Inc September 2013 - Present
Legg Mason Capital Management February 2012 - July 2012
Legg Mason Capital Management 2010 - 2011
Legg Mason Capital Management 2008 - 2010
Legg Mason Capital Management 2005 - 2008
Self Employed 1999 - 2004
Westinghouse Wireless Solutions Company 1996 - 1998
Westinghouse Wireless Solutions Company 1992 - 1996
Skills
Equities
Education
Towson University 1981 — 1985
Bachelor of Science (B.S.), Design and Visual Communications, General
Ambassador College 1981 — 1989
Alexander + Tom, Inc September 2013 - Present
Legg Mason Capital Management February 2012 - July 2012
Legg Mason Capital Management 2010 - 2011
Legg Mason Capital Management 2008 - 2010
Legg Mason Capital Management 2005 - 2008
Self Employed 1999 - 2004
Westinghouse Wireless Solutions Company 1996 - 1998
Westinghouse Wireless Solutions Company 1992 - 1996
Skills
Equities
Education
Towson University 1981 — 1985
Bachelor of Science (B.S.), Design and Visual Communications, General
Ambassador College 1981 — 1989
Todd McKew's Legg Mason Capital Management Experience May 2006 - Present
Job Research Operations at Legg Mason Capital Management
Industry Financial Services
Experience
Legg Mason Capital Management May 2006 - Present
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
B.S., Finance
Legg Mason Capital Management May 2006 - Present
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
B.S., Finance
Trip Deeley's Legg Mason Capital Management Experience September 2006 - January 2008
Job Director Institutional Equity Sales Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. January 2008 - Present
Stifel Financial Corp. April 2012 - March 2015
Stifel Financial Corp. January 2008 - March 2012
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
University of Maryland College Park 2011 — 2013
Master of Business Administration (MBA), Finance and Management
Dickinson College 2001 — 2005
Bachelor of Arts (BA), International Business and Managemnt
Stifel Financial Corp. January 2008 - Present
Stifel Financial Corp. April 2012 - March 2015
Stifel Financial Corp. January 2008 - March 2012
Legg Mason Capital Management September 2006 - January 2008
JPMorgan Chase June 2005 - September 2006
Education
University of Maryland College Park 2011 — 2013
Master of Business Administration (MBA), Finance and Management
Dickinson College 2001 — 2005
Bachelor of Arts (BA), International Business and Managemnt
Ellie Nall's Legg Mason Capital Management Experience May 2000 - August 2011
Job Head of Client Service Administration at Legg Mason Capital Management
Industry Financial Services
Experience
T. Rowe Price August 2011 - Present
Legg Mason Capital Management May 2000 - August 2011
Education
Loyola University Maryland 2004 — 2006
MSF, Finance
Wellesley College 1995 — 1999
BA, Economics, Italian
T. Rowe Price August 2011 - Present
Legg Mason Capital Management May 2000 - August 2011
Education
Loyola University Maryland 2004 — 2006
MSF, Finance
Wellesley College 1995 — 1999
BA, Economics, Italian
Stacy Landsman's Legg Mason Capital Management Experience April 2002 - October 2008
Job Senior Compliance Officer at Brown Advisory
Industry Investment Management
Experience
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
Brown Advisory January 2011 - Present
Cavanaugh Capital Management January 2009 - December 2010
Legg Mason Capital Management April 2002 - October 2008
JMI Equity Fund February 2000 - March 2002
Deutsche Bank Alex. Brown June 1998 - February 2000
Education
Loyola University Maryland 2004 — 2006
M.S.F., Finance
University of Maryland - Robert H. Smith School of Business 1994 — 1998
B.S., Finance & International Business
TAL DALEY's Legg Mason Capital Management Experience December 2007 - January 2013
Job Managing Director, Senior Investment Specialist, ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments January 2013 - Present
LEGG MASON CAPITAL MANAGEMENT December 2007 - January 2013
Legg Mason Intellectual Capital Group June 2005 - December 2008
Legg Mason Funds Marketing October 1992 - June 2005
Legg Mason 1990 - 2005
Skills
Series 63, Alternative Investments, Wealth Management, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Services, Financial Advisory, FINRA, Investment Strategies, Securities, Finance, Asset Management
Education
Susquehanna University 1972 — 1976
HISTORY, Late 19th Century
ClearBridge Investments January 2013 - Present
LEGG MASON CAPITAL MANAGEMENT December 2007 - January 2013
Legg Mason Intellectual Capital Group June 2005 - December 2008
Legg Mason Funds Marketing October 1992 - June 2005
Legg Mason 1990 - 2005
Skills
Series 63, Alternative Investments, Wealth Management, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Services, Financial Advisory, FINRA, Investment Strategies, Securities, Finance, Asset Management
Education
Susquehanna University 1972 — 1976
HISTORY, Late 19th Century
Heather Kang-Dull's Legg Mason Capital Management Experience 2011 - 2011
Job Principal / Director
Industry Education Management
Experience
Legg Mason Capital Management 2011 - 2011
Citigroup Asset Management 2000 - 2002
Citigroup Asset Management 2000 - 2002
PPM 1998 - 2000
GE 1989 - 1998
GE Investments 1989 - 1998
Skills
Investments, Hedge Funds, Equities
Education
The George Washington University 1987 — 1989
MBA, International Finance
Loyola University Maryland 1984 — 1987
BBA, Finance
Legg Mason Capital Management 2011 - 2011
Citigroup Asset Management 2000 - 2002
Citigroup Asset Management 2000 - 2002
PPM 1998 - 2000
GE 1989 - 1998
GE Investments 1989 - 1998
Skills
Investments, Hedge Funds, Equities
Education
The George Washington University 1987 — 1989
MBA, International Finance
Loyola University Maryland 1984 — 1987
BBA, Finance
Farhan Mustafa's Legg Mason Capital Management Experience July 2003 - May 2013
Job Portfolio Analyst at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments May 2014 - Present
ClearBridge Investments May 2013 - May 2014
Legg Mason Capital Management July 2003 - May 2013
Skills
Bloomberg, Equity Research, Equities, Financial Modeling, Investment Management, Capital Markets, Equity Valuation, Valuation, Risk Management, Asset Management, Investments, Trading, Mutual Funds, Portfolio Management
Education
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.), Economics & Computer Science
University of Maryland - Robert H. Smith School of Business 2013 — 2014
EMBA, MBA
ClearBridge Investments May 2014 - Present
ClearBridge Investments May 2013 - May 2014
Legg Mason Capital Management July 2003 - May 2013
Skills
Bloomberg, Equity Research, Equities, Financial Modeling, Investment Management, Capital Markets, Equity Valuation, Valuation, Risk Management, Asset Management, Investments, Trading, Mutual Funds, Portfolio Management
Education
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.), Economics & Computer Science
University of Maryland - Robert H. Smith School of Business 2013 — 2014
EMBA, MBA
Harry Ashforth's Legg Mason Capital Management Experience June 2008 - August 2008
Job Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors September 2014 - Present
Eastdil Secured July 2013 - September 2014
HFF August 2012 - June 2013
RPX Corporation January 2012 - August 2012
RPX Corporation March 2010 - January 2012
Legg Mason Capital Management June 2008 - August 2008
Citi Smith Barney June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Excel, Salesforce.com, Economics, Commercial Real Estate, Real Estate
Education
Bowdoin College Alum 2009 2005 — 2009
Bachelor of Arts, Government and Legal Studies, Economics
Deerfield Academy 2001 — 2005
Stanford University Graduate School of Business: Summer Institute for General Management
Prudential Real Estate Investors September 2014 - Present
Eastdil Secured July 2013 - September 2014
HFF August 2012 - June 2013
RPX Corporation January 2012 - August 2012
RPX Corporation March 2010 - January 2012
Legg Mason Capital Management June 2008 - August 2008
Citi Smith Barney June 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Excel, Salesforce.com, Economics, Commercial Real Estate, Real Estate
Education
Bowdoin College Alum 2009 2005 — 2009
Bachelor of Arts, Government and Legal Studies, Economics
Deerfield Academy 2001 — 2005
Stanford University Graduate School of Business: Summer Institute for General Management
Ben Lowe, CFA's Legg Mason Capital Management Experience May 2004 - December 2008
Job Director Finance & Treasury at Crown Castle
Industry Telecommunications
Experience
Crown Castle March 2014 - Present
Stifel Nicolaus December 2008 - March 2014
Legg Mason Capital Management May 2004 - December 2008
Skills
Analysis, Asset Management, Bloomberg, Business Strategy, Capital Markets, Cloud Computing, Competitive Analysis, Corporate Finance, Data Center, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Investments, Mutual Funds, Series 7, Valuation
Education
Lenoir-Rhyne University 2000 — 2004
BA, Economics & Political Science
Crown Castle March 2014 - Present
Stifel Nicolaus December 2008 - March 2014
Legg Mason Capital Management May 2004 - December 2008
Skills
Analysis, Asset Management, Bloomberg, Business Strategy, Capital Markets, Cloud Computing, Competitive Analysis, Corporate Finance, Data Center, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Investments, Mutual Funds, Series 7, Valuation
Education
Lenoir-Rhyne University 2000 — 2004
BA, Economics & Political Science
Alice Bowie's Legg Mason Capital Management Experience June 2008 - September 2008
Job Summer Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
Winsor Lee's Legg Mason Capital Management Experience 2004 - 2006
Job Director Northeast at Bloomberg New Energy Finance
Industry Renewables & Environment
Experience
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Bloomberg New Energy Finance July 2009 - Present
AllianceBernstein 2006 - July 2009
Legg Mason Capital Management 2004 - 2006
Merrill Lynch 1999 - 2004
Education
The University of Connecticut 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Tom Garvey's Legg Mason Capital Management Experience September 2005 - August 2008
Job Equity Research Analyst at 1010data
Industry Financial Services
Experience
1010data October 2014 - October 2015
Entrepreneurial Lacrosse Endeavors June 2013 - June 2014
Rafferty Capital Markets November 2009 - October 2011
Hilton Capital Management September 2008 - October 2009
Legg Mason Capital Management September 2005 - August 2008
Skills
Valuation, Bloomberg, Hedge Funds, Series 7, Derivatives, Series 63, Equity Research, Options, Alternative Investments, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Masters of Business Admininistration (MBA)
University of Melbourne - Melbourne Business School 2012 — 2012
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2005
BA
1010data October 2014 - October 2015
Entrepreneurial Lacrosse Endeavors June 2013 - June 2014
Rafferty Capital Markets November 2009 - October 2011
Hilton Capital Management September 2008 - October 2009
Legg Mason Capital Management September 2005 - August 2008
Skills
Valuation, Bloomberg, Hedge Funds, Series 7, Derivatives, Series 63, Equity Research, Options, Alternative Investments, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Masters of Business Admininistration (MBA)
University of Melbourne - Melbourne Business School 2012 — 2012
Master of Business Administration (MBA)
The Johns Hopkins University 2001 — 2005
BA
Wendy Back's Legg Mason Capital Management Experience November 2002 - November 2005
Job Vice President, Client Service Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments/Legg Mason Capital Management November 2005 - June 2013
Legg Mason Capital Management November 2002 - November 2005
Legg Mason Capital Management November 2000 - November 2002
Legg Mason Capital Management November 1999 - November 2000
Legg Mason May 1998 - November 1999
T. Rowe Price February 1998 - May 1998
Skills
Trading Systems, Mutual Funds, Equities
Education
Salisbury State University 1994 — 1997
Bachelor of Science (B.S.), Accounting and Marketing
ClearBridge Investments/Legg Mason Capital Management November 2005 - June 2013
Legg Mason Capital Management November 2002 - November 2005
Legg Mason Capital Management November 2000 - November 2002
Legg Mason Capital Management November 1999 - November 2000
Legg Mason May 1998 - November 1999
T. Rowe Price February 1998 - May 1998
Skills
Trading Systems, Mutual Funds, Equities
Education
Salisbury State University 1994 — 1997
Bachelor of Science (B.S.), Accounting and Marketing
Tony Jasinski, CFA's Legg Mason Capital Management Experience 2007 - 2008
Job Vice President and Portfolio Manager at Trustmark National Bank
Industry Investment Management
Experience
Trustmark National Bank November 2012 - Present
Greenleaf Trust November 2008 - November 2011
Edgewater Capital Management July 2003 - October 2008
Legg Mason Capital Management 2007 - 2008
Conseco Capital Management July 2000 - June 2003
Scudder Kemper Investments June 1996 - August 1999
Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Finance and Marketing
East Grand Rapids High School
Trustmark National Bank November 2012 - Present
Greenleaf Trust November 2008 - November 2011
Edgewater Capital Management July 2003 - October 2008
Legg Mason Capital Management 2007 - 2008
Conseco Capital Management July 2000 - June 2003
Scudder Kemper Investments June 1996 - August 1999
Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Finance and Marketing
East Grand Rapids High School
Brian Caravello's Legg Mason Capital Management Experience 1998 - 1999
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
Jessica Lo's Legg Mason Capital Management Experience June 2009 - August 2009
Job Corporate Accountant at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group June 2012 - Present
Accenture July 2011 - June 2012
Bank of America June 2010 - August 2010
Legg Mason Capital Management June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, SQL, Client Liaison, Client Presentation, Requirements Analysis, Analysis, Corporate Finance, Finance, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting, Art History
Centennial High School
The Carlyle Group June 2012 - Present
Accenture July 2011 - June 2012
Bank of America June 2010 - August 2010
Legg Mason Capital Management June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, SQL, Client Liaison, Client Presentation, Requirements Analysis, Analysis, Corporate Finance, Finance, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting, Art History
Centennial High School
Ed Meade's Legg Mason Capital Management Experience December 2005 - April 2007
Job Regional Vice President Transamerica Retirement Solutions
Industry Financial Services
Experience
The Hartford June 2010 - June 2012
BNY Investment Management Services, LLC May 2007 - June 2010
Legg Mason Capital Management December 2005 - April 2007
Salomon Brothers Asset Management February 2003 - December 2005
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Managed Money, Asset Management, Asset Allocation, Investment Management, Retirement Solutions, Alternative Investment...
Education
Monmouth University
Bachelor of Science (B.S.)
The Hartford June 2010 - June 2012
BNY Investment Management Services, LLC May 2007 - June 2010
Legg Mason Capital Management December 2005 - April 2007
Salomon Brothers Asset Management February 2003 - December 2005
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Managed Money, Asset Management, Asset Allocation, Investment Management, Retirement Solutions, Alternative Investment...
Education
Monmouth University
Bachelor of Science (B.S.)
James Hendershot's Legg Mason Capital Management Experience 2008 - 2008
Job Judicial Law Clerk at Montgomery County, PA
Industry Law Practice
Experience
Montgomery County, PA August 2014 - Present
The Superior Court of Pennsylvania June 2012 - August 2012
CIEE February 2011 - July 2011
Legg Mason Capital Management 2008 - 2008
Skills
Research, Legal Writing, PowerPoint, Social Media
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Doctor of Law (JD)
Susquehanna University 2006 — 2010
Montgomery County, PA August 2014 - Present
The Superior Court of Pennsylvania June 2012 - August 2012
CIEE February 2011 - July 2011
Legg Mason Capital Management 2008 - 2008
Skills
Research, Legal Writing, PowerPoint, Social Media
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Doctor of Law (JD)
Susquehanna University 2006 — 2010
Jane Trust's Legg Mason Capital Management Experience April 2007 - January 2014
Job Director, Mutual Fund Boards at Legg Mason
Industry Financial Services
Experience
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Legg Mason March 2015 - Present
Legg Mason Capital Management April 2007 - January 2014
Legg Mason Investment Counsel January 2000 - April 2007
Legg Mason Capital Management January 1991 - January 2000
Legg Mason, Inc. September 1987 - January 1991
Robert W. Bell & Company August 1984 - March 1986
Skills
Asset Management, Equities, Investments, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Securities, Writing
Education
The Johns Hopkins University - Carey Business School 1985 — 1987
Masters of Administrative Science, Finance
Dartmouth College 1980 — 1984
Bachelor of Arts (BA), Engineering Sciences
Elizabeth Haynie's Legg Mason Capital Management Experience April 2013 - October 2013
Job Investment Banking Analyst at Hammond Hanlon Camp LLC
Industry Hospital & Health Care
Experience
Hammond Hanlon Camp LLC July 2014 - Present
Kurt Salmon October 2013 - July 2014
Legg Mason Capital Management April 2013 - October 2013
Legg Mason Capital Management October 2011 - March 2013
Education
Washington and Lee University 2007 — 2011
BS, Business Administration
University of Cape Town 2009 — 2009
Semester Study Abroad Program
Hammond Hanlon Camp LLC July 2014 - Present
Kurt Salmon October 2013 - July 2014
Legg Mason Capital Management April 2013 - October 2013
Legg Mason Capital Management October 2011 - March 2013
Education
Washington and Lee University 2007 — 2011
BS, Business Administration
University of Cape Town 2009 — 2009
Semester Study Abroad Program
Karen Byron's Legg Mason Capital Management Experience June 2000 - October 2005
Job Executive Office Professional
Industry Executive Office
Experience
Capital Transportation Logistics, Inc. 2011 - Present
Jim Bender for US Sentate Campaign November 2009 - October 2010
Stonebridge Country Club April 2009 - October 2009
Nashua Country Club April 2007 - January 2009
The Bedford Village Inn October 2005 - February 2007
Legg Mason Capital Management June 2000 - October 2005
Skills
Team Building, New Business Development, Account Management, Sales Management, Salesforce.com, Customer Service, Direct Sales, Sales Process
Education
Massasoit Community College
Associate's degree, Business, Management, Acctg
Capital Transportation Logistics, Inc. 2011 - Present
Jim Bender for US Sentate Campaign November 2009 - October 2010
Stonebridge Country Club April 2009 - October 2009
Nashua Country Club April 2007 - January 2009
The Bedford Village Inn October 2005 - February 2007
Legg Mason Capital Management June 2000 - October 2005
Skills
Team Building, New Business Development, Account Management, Sales Management, Salesforce.com, Customer Service, Direct Sales, Sales Process
Education
Massasoit Community College
Associate's degree, Business, Management, Acctg
Olivia Rasmussen's Legg Mason Capital Management Experience June 1985 - November 2011
Job Retired Reporting Manager at Legg Mason Capital Management
Industry Financial Services
Experience
Legg Mason Capital Management June 1985 - November 2011
Alex. Brown & Sons 1975 - 1985
Skills
Financial Reporting, Reconciliation, Due Diligence, Client Service, Institutional Clients, Economics, Quality Assurance, Attention To Detail, Proficient in Portia..., Account Reconciliation
Education
Randolph-Macon Woman's College 1964 — 1968
BA, Economics
Legg Mason Capital Management June 1985 - November 2011
Alex. Brown & Sons 1975 - 1985
Skills
Financial Reporting, Reconciliation, Due Diligence, Client Service, Institutional Clients, Economics, Quality Assurance, Attention To Detail, Proficient in Portia..., Account Reconciliation
Education
Randolph-Macon Woman's College 1964 — 1968
BA, Economics
Ericka Peterson's Legg Mason Capital Management Experience 1998 - 2011
Job Research Analyst
Industry Philanthropy
Experience
John Templeton Foundation 2012 - Present
Legg Mason Capital Management 1998 - 2011
Education
Franklin & Marshall College 1988 — 1992
BA, American Studies & Government
John Templeton Foundation 2012 - Present
Legg Mason Capital Management 1998 - 2011
Education
Franklin & Marshall College 1988 — 1992
BA, American Studies & Government
Dan Callahan, CFA's Legg Mason Capital Management Experience September 2004 - March 2013
Job Global Financial Strategies
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Legg Mason Capital Management September 2004 - March 2013
Arizona Diamondbacks 2002 - 2003
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations
Credit Suisse April 2013 - Present
Legg Mason Capital Management September 2004 - March 2013
Arizona Diamondbacks 2002 - 2003
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY