Liberty Funds
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Liberty Funds Employees
Employee
Years
Job
Industry
Wendy Rauch Wendy Rauch's Liberty Funds Experience January 1999 - December 2000
Job Dividend Analyst at Option Research and Technology Services
Industry Financial Services
Experience
Option Research and Technology Services March 2009 - Present
Stein Roe & Farnham January 2001 - November 2001
Columbia Management [Liberty Financial] 1999 - 2001
Stein Roe & Farnham Mutual Funds 1997 - 2001
Liberty Funds January 1999 - December 2000
Stein Roe Mutual Funds 1997 - 2000
Stein Roe & Farnham 1997 - 1998
Highlands Regional Medical Center July 1995 - January 1997
Skills
Mutual Funds, Marketing Communications, Investments, Marketing, Risk Management, Marketing Strategy, Strategic Planning, PowerPoint, Business Development, Team Building, Team Leadership, Project Management, Options, Forecasting, Social Media Marketing
Education
University of Florida 1990 — 1992
Bachelor of Science, Public Relations
Lake Sumter Community College 1990 — 1990
AA, Communications
Mercer University 1988 — 1989
Undergraduate Honors
Option Research and Technology Services March 2009 - Present
Stein Roe & Farnham January 2001 - November 2001
Columbia Management [Liberty Financial] 1999 - 2001
Stein Roe & Farnham Mutual Funds 1997 - 2001
Liberty Funds January 1999 - December 2000
Stein Roe Mutual Funds 1997 - 2000
Stein Roe & Farnham 1997 - 1998
Highlands Regional Medical Center July 1995 - January 1997
Skills
Mutual Funds, Marketing Communications, Investments, Marketing, Risk Management, Marketing Strategy, Strategic Planning, PowerPoint, Business Development, Team Building, Team Leadership, Project Management, Options, Forecasting, Social Media Marketing
Education
University of Florida 1990 — 1992
Bachelor of Science, Public Relations
Lake Sumter Community College 1990 — 1990
AA, Communications
Mercer University 1988 — 1989
Undergraduate Honors
Hal Marcus Hal Marcus's Liberty Funds Experience 1998 - 2002
Job Senior Corporate Counsel at Harvard Pilgrim
Industry Hospital & Health Care
Experience
Harvard Pilgrim Health Care 2006 - Present
Brown Rudnick 2002 - 2005
Liberty Funds 1998 - 2002
Diepenbrock, Wulff, Plant and Hannigan 1994 - 1998
Ropes & Gray LLP 1987 - 1994
Skills
Mergers & Acquisitions, Corporate Law, Corporate Governance, Intellectual Property, Joint Ventures, Corporate Finance, Licensing, Healthcare, Investments, Financial Services, Real Estate, Finance, Commercial Litigation, Management, Mergers, Legal Research, Litigation
Education
Columbia University School of Law 1979 — 1982
JD, Business/Commerce, General
Rice University 1976 — 1979
BA, History
Harvard Pilgrim Health Care 2006 - Present
Brown Rudnick 2002 - 2005
Liberty Funds 1998 - 2002
Diepenbrock, Wulff, Plant and Hannigan 1994 - 1998
Ropes & Gray LLP 1987 - 1994
Skills
Mergers & Acquisitions, Corporate Law, Corporate Governance, Intellectual Property, Joint Ventures, Corporate Finance, Licensing, Healthcare, Investments, Financial Services, Real Estate, Finance, Commercial Litigation, Management, Mergers, Legal Research, Litigation
Education
Columbia University School of Law 1979 — 1982
JD, Business/Commerce, General
Rice University 1976 — 1979
BA, History
Elizabeth Howitt Elizabeth Howitt's Liberty Funds Experience 2000 - 2002
Job Manager, Production Services
Industry Financial Services
Experience
John Hancock Financial Services January 2005 - Present
Columbia Management May 2000 - October 2004
Liberty Funds 2000 - 2002
Education
Northeastern University 1985 — 1988
John Hancock Financial Services January 2005 - Present
Columbia Management May 2000 - October 2004
Liberty Funds 2000 - 2002
Education
Northeastern University 1985 — 1988
Linc DuPree Linc DuPree's Liberty Funds Experience 1999 - 2001
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Paul Held Paul Held's Liberty Funds Experience 1996 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Independent Consultant: Glenn Family Foundation 2011 - 2014
Held Research 2001 - 2011
Bruce Initiative on Rethinking Capitalism 2009 - 2010
University of California- Santa Cruz 2004 - 2009
Cerulli Associates 2000 - 2001
Liberty Funds (later acquired by Bank of America) 1998 - 2000
Liberty Funds 1996 - 1998
Skills
Equities, Investments, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Strategy, Securities, Finance, Analysis, Financial Services, Capital Markets
Education
University of California, Santa Cruz 2002 — 2009
M.A. and Ph.D (ABD), Politics and International Political Economy
Williams College 1990 — 1994
BA, Politics, English
Regis High School
Independent Consultant: Glenn Family Foundation 2011 - 2014
Held Research 2001 - 2011
Bruce Initiative on Rethinking Capitalism 2009 - 2010
University of California- Santa Cruz 2004 - 2009
Cerulli Associates 2000 - 2001
Liberty Funds (later acquired by Bank of America) 1998 - 2000
Liberty Funds 1996 - 1998
Skills
Equities, Investments, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Strategy, Securities, Finance, Analysis, Financial Services, Capital Markets
Education
University of California, Santa Cruz 2002 — 2009
M.A. and Ph.D (ABD), Politics and International Political Economy
Williams College 1990 — 1994
BA, Politics, English
Regis High School
Kami Blake's Liberty Funds Experience 1999 - 2001
Job
Industry Marketing and Advertising
Experience
TIAA-CREF July 2011 - Present
Hill Holliday April 2010 - December 2010
Arnold Worldwide May 2008 - April 2010
Self Employed-Freelancer April 2006 - May 2008
TJX Companies October 2004 - March 2006
Liberty Funds 1999 - 2001
Warren Impact 1996 - 1999
Skills
Integrated Marketing, Digital Strategy, Digital Marketing, Interactive Marketing, Marketing Communications, Interactive Advertising, Advertising, Management, Direct Mail, Direct Marketing, Email Marketing, Leadership, Online Advertising
Education
Emmanuel College 1996 — 1998
Bachelors
Bay State College 1994 — 1996
Associates
TIAA-CREF July 2011 - Present
Hill Holliday April 2010 - December 2010
Arnold Worldwide May 2008 - April 2010
Self Employed-Freelancer April 2006 - May 2008
TJX Companies October 2004 - March 2006
Liberty Funds 1999 - 2001
Warren Impact 1996 - 1999
Skills
Integrated Marketing, Digital Strategy, Digital Marketing, Interactive Marketing, Marketing Communications, Interactive Advertising, Advertising, Management, Direct Mail, Direct Marketing, Email Marketing, Leadership, Online Advertising
Education
Emmanuel College 1996 — 1998
Bachelors
Bay State College 1994 — 1996
Associates
Anthony Grace's Liberty Funds Experience 1999 - 2005
Job Group Creative Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Fidelity Investments Creative DirectorFidelity Communications + Advertising2005 - Present
Bank of America 2004 - 2005
Columbia Funds 1999 - 2005
Liberty Funds 1999 - 2005
Columbia Management 1999 - 2005
Putnam Investments 1993 - 1999
Sun Life Financial 1986 - 1993
Skills
Mutual Funds, Financial Services, Asset Managment, Marketing, Relationship Management, Investments
Education
Boston University 1980 — 1984
Burlington High School
Elizabeth Cohn's Liberty Funds Experience 2001 - 2008
Job Sr. Project Manager, Consumer Customer Experience Business Controls at Bank of America
Industry Marketing and Advertising
Experience
Bank of America July 2012 - Present
Bank of America November 2010 - June 2012
Bank of America March 2009 - November 2010
Columbia Management, Bank of America July 2003 - March 2009
Liberty Funds 2001 - 2008
Skills
Financial Services, Relationship Management, Mutual Funds, Project Management, Vendor Management, Business Analysis, Asset Managment, Strategic Planning, Marketing, Process Improvement, Product Management, Risk Management, Investments, Wealth Management, Analytics, Marketing Strategy, Customer Experience
Education
Lake Forest College 1990 — 1994
Wayland High School 1986 — 1990
Bank of America July 2012 - Present
Bank of America November 2010 - June 2012
Bank of America March 2009 - November 2010
Columbia Management, Bank of America July 2003 - March 2009
Liberty Funds 2001 - 2008
Skills
Financial Services, Relationship Management, Mutual Funds, Project Management, Vendor Management, Business Analysis, Asset Managment, Strategic Planning, Marketing, Process Improvement, Product Management, Risk Management, Investments, Wealth Management, Analytics, Marketing Strategy, Customer Experience
Education
Lake Forest College 1990 — 1994
Wayland High School 1986 — 1990
Joe Feloney, CAIA, CIMA's Liberty Funds Experience 1995 - 2003
Job Senior Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management September 1986 - Present
Liberty Funds 1995 - 2003
Liberty Funds Group 1995 - 2001
Education
Northeastern University 1981 — 1986
BS, Accounting/Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Columbia Management September 1986 - Present
Liberty Funds 1995 - 2003
Liberty Funds Group 1995 - 2001
Education
Northeastern University 1981 — 1986
BS, Accounting/Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
John J 'JOD' O'Donnell's Liberty Funds Experience 1999 - 2002
Job Experienced financial services professional
Industry Investment Management
Experience
Financial Services Professional May 2010 - Present
Heat United Soccer Club 2012 - 2014
AMCORE Bank 2008 - 2010
Infinity Wealth Management 2003 - 2008
Jackson National Life 2002 - 2003
Liberty Funds 1999 - 2002
Dearborn Financial 1998 - 1999
Allstate 1997 - 1998
Liberty Securities 1992 - 1997
Skills
Mutual Funds, ETFs, Bonds, Public Speaking, Coaching, Stocks, Series 7, Series 63, Fixed Annuities, Securities, Investments, Retirement Planning, FINRA, Series 6, Wealth Management, Financial Planning, Finance, Financial Advisory, Financial Services, Management, Strategy, Strategic Financial...
Education
Ted Spella Community Leadership School 2004 — 2005
County College of Morris
AA, Liberal Arts
Hopatcong High School
Montclair State University
BA, English
Financial Services Professional May 2010 - Present
Heat United Soccer Club 2012 - 2014
AMCORE Bank 2008 - 2010
Infinity Wealth Management 2003 - 2008
Jackson National Life 2002 - 2003
Liberty Funds 1999 - 2002
Dearborn Financial 1998 - 1999
Allstate 1997 - 1998
Liberty Securities 1992 - 1997
Skills
Mutual Funds, ETFs, Bonds, Public Speaking, Coaching, Stocks, Series 7, Series 63, Fixed Annuities, Securities, Investments, Retirement Planning, FINRA, Series 6, Wealth Management, Financial Planning, Finance, Financial Advisory, Financial Services, Management, Strategy, Strategic Financial...
Education
Ted Spella Community Leadership School 2004 — 2005
County College of Morris
AA, Liberal Arts
Hopatcong High School
Montclair State University
BA, English
Liz Clapp's Liberty Funds Experience 1997 - 2002
Job Head of Retail Sales at Fred Alger
Industry Financial Services
Experience
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Fred Alger and Company & Co., Inc. 2008 - Present
Evergreen Investments November 2007 - August 2008
Alger 2008 - 2008
DWS Scudder 2002 - 2007
Liberty Funds 1997 - 2002
Liberty Funds Group 1997 - 2002
Colonial Mutual Funds 1985 - 2002
Liberty Funds/ Columbia Management 1985 - 2002
Skills
Mutual Funds, Investments, Asset Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Securities, Financial Services
Education
Merrimack College 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Stacy Bernstein's Liberty Funds Experience 1992 - 2002
Job Head of Financial Intermediaries, American Century Investments
Industry Financial Services
Experience
American Century Investments June 2012 - Present
Legg Mason 2002 - June 2012
Salomon Brothers Asset Management 2002 - 2005
Liberty Funds 1992 - 2002
Skills
Financial Services, Strategic Partnerships, Alternative Investments, Fixed Income, Separately Managed..., Uniform Combined State..., Series 7, Management, Mutual Funds, Strategic Financial..., Retirement Planning, Relationship Management, Investment Strategies, Wealth Management, Retail, Asset Management, Insurance, Investment Advisory, Investment Management, Capital Markets, Asset Allocation, ETFs, Investments, FINRA, Portfolio Management, Retirement, Fixed Annuities, Equities, Series 63, Series 24, Financial Advisory, Hedge Funds, Series 6, Strategy, Securities, Bloomberg, 401k
Education
Syracuse University
Bachelor of Arts, Political Science, Economics
American Century Investments June 2012 - Present
Legg Mason 2002 - June 2012
Salomon Brothers Asset Management 2002 - 2005
Liberty Funds 1992 - 2002
Skills
Financial Services, Strategic Partnerships, Alternative Investments, Fixed Income, Separately Managed..., Uniform Combined State..., Series 7, Management, Mutual Funds, Strategic Financial..., Retirement Planning, Relationship Management, Investment Strategies, Wealth Management, Retail, Asset Management, Insurance, Investment Advisory, Investment Management, Capital Markets, Asset Allocation, ETFs, Investments, FINRA, Portfolio Management, Retirement, Fixed Annuities, Equities, Series 63, Series 24, Financial Advisory, Hedge Funds, Series 6, Strategy, Securities, Bloomberg, 401k
Education
Syracuse University
Bachelor of Arts, Political Science, Economics
Sean Roy-Becker's Liberty Funds Experience 1998 - 2001
Job Vice President TD Wealth, Private Client Group
Industry Financial Services
Experience
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
Mitch Pielech's Liberty Funds Experience 1995 - 2001
Job SVP, Senior Service Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2004 - Present
Fleet Bank 2001 - 2004
Liberty Funds 1995 - 2001
Colonial Mutual Funds 1988 - 1995
Bain & Company 1985 - 1988
Electronic Data Systems 1982 - 1985
Skills
Change Management, Business Analysis, Vendor Management, Process Improvement, Program Management, Six Sigma, Coaching, Budgeting, Team Building, Leadership, Outsourcing, Strategy, Project Management, Consulting, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Risk Management, SDLC, Budgets
Education
Boston University 1975 — 1979
BA, Biology
Bank of America November 2004 - Present
Fleet Bank 2001 - 2004
Liberty Funds 1995 - 2001
Colonial Mutual Funds 1988 - 1995
Bain & Company 1985 - 1988
Electronic Data Systems 1982 - 1985
Skills
Change Management, Business Analysis, Vendor Management, Process Improvement, Program Management, Six Sigma, Coaching, Budgeting, Team Building, Leadership, Outsourcing, Strategy, Project Management, Consulting, Banking, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Risk Management, SDLC, Budgets
Education
Boston University 1975 — 1979
BA, Biology
David Commyn's Liberty Funds Experience 1998 - 2002
Job Senior Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments 2012 - June 2014
Fidelity Investments 2003 - 2012
Fleet Bank 2002 - 2003
Liberty Funds 1998 - 2002
BankBoston 1987 - 1998
Skills
SQL, Data Analysis, Systems Analysis, SDLC, Visio, Access, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., SharePoint, Vendor Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Wayne State University
Bachelor of Arts (B.A.)
Kara Spaulding's Liberty Funds Experience March 2001 - March 2002
Job Director Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments May 2007 - February 2015
Fidelity Investments August 2004 - May 2007
Pioneer Investments April 2004 - July 2004
Columbia Management Group March 2002 - August 2003
Liberty Funds March 2001 - March 2002
Liberty Funds Group January 1999 - March 2001
Fidelity Investments January 1996 - December 1998
Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering
Education
Providence College 1991 — 1995
BS, Business Management
Providence College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General