Lipper Company
Industry: Financial services company
DescriptionThomson Reuters Lipper is an American financial services firm. Founded in 1973 as Lipper Analytical Services, it was acquired by Reuters in 1998. Lipper delivers data on more than 265,000 collective investments in 61 countries. Parent organization: Thomson Reuters Corporation Founded: 1973 Headquarters: New York City, NY Number of employees: over 500 globally Founder: A. Michael Lipper, CFA
Lipper List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lipper. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lipper Employees
Employee
Years
Job
Industry
Anthony Weaver Anthony Weaver's Lipper Experience February 2006 - January 2009
Job Senior Controller at Elevation Management Group
Industry Accounting
Experience
Cerullo Consulting, LLC January 2014 - April 2014
EKS&H January 2009 - December 2013
Lipper February 2006 - January 2009
Skills
Tax, Accounting, General Ledger, Income Tax, Tax Preparation, Financial Analysis, Financial Modeling, Mutual Funds, Microsoft Excel, Account Reconciliation, Forecasting
Education
Metropolitan State College of Denver 2007 — 2009
B.S., Accounting
Metropolitan State University of Denver 2002 — 2004
B.S., Finance
Cerullo Consulting, LLC January 2014 - April 2014
EKS&H January 2009 - December 2013
Lipper February 2006 - January 2009
Skills
Tax, Accounting, General Ledger, Income Tax, Tax Preparation, Financial Analysis, Financial Modeling, Mutual Funds, Microsoft Excel, Account Reconciliation, Forecasting
Education
Metropolitan State College of Denver 2007 — 2009
B.S., Accounting
Metropolitan State University of Denver 2002 — 2004
B.S., Finance
Kelly Sandro Kelly Sandro's Lipper Experience September 1998 - July 2004
Job Investment Professional
Industry Financial Services
Experience
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Parady Financial Group October 2012 - Present
Fidelity Investments November 2010 - August 2012
Whitney National Bank January 2010 - August 2010
Whitney National Bank February 2006 - December 2009
Edward Jones June 2005 - January 2006
Lipper September 1998 - July 2004
Skills
Finance, Financial Services, Investments, Portfolio Management, Private Banking, Sales, Strategic Planning, Wealth Management
Education
University of Colorado at Denver 1994 — 1998
BS, Finance, Economics Minor, Cum Laude
Michael Blick, MBA Michael Blick, MBA's Lipper Experience June 2006 - June 2007
Job VP Project Management
Industry Information Technology and Services
Experience
Markit on Demand April 2014 - Present
EffectiveUI August 2013 - April 2014
Markit On Demand August 2010 - August 2013
Thomson - Reuters, Lipper 2005 - August 2010
Lipper June 2006 - June 2007
Lipper February 2005 - February 2006
Target 2002 - 2005
Skills
Project Management, Program Management, Business Analysis, Management, Process Improvement, Team Leadership, Vendor Management, Data Analysis, SQL, Analysis, Financial Analysis, SDLC, Mutual Funds, Leadership, Integration, Strategic Planning, Databases, Customer Service, Team Management, Business Development, Requirements Analysis, Software Project..., Product Management, Cross-functional Team..., Troubleshooting, Market Analysis, Account Management, Writing, Information Management, Web Development, SEO, Business Intelligence, Access, Analytics, HTML, Mobile Strategy, SAP, User Experience, Heuristic Analysis, Customer Insight, Agile Methodologies, Financial Services, Software Development
Education
University of Colorado Denver 2004 — 2008
Masters, Business Administration
Regis University 1997 — 2001
B.S., Business
Markit on Demand April 2014 - Present
EffectiveUI August 2013 - April 2014
Markit On Demand August 2010 - August 2013
Thomson - Reuters, Lipper 2005 - August 2010
Lipper June 2006 - June 2007
Lipper February 2005 - February 2006
Target 2002 - 2005
Skills
Project Management, Program Management, Business Analysis, Management, Process Improvement, Team Leadership, Vendor Management, Data Analysis, SQL, Analysis, Financial Analysis, SDLC, Mutual Funds, Leadership, Integration, Strategic Planning, Databases, Customer Service, Team Management, Business Development, Requirements Analysis, Software Project..., Product Management, Cross-functional Team..., Troubleshooting, Market Analysis, Account Management, Writing, Information Management, Web Development, SEO, Business Intelligence, Access, Analytics, HTML, Mobile Strategy, SAP, User Experience, Heuristic Analysis, Customer Insight, Agile Methodologies, Financial Services, Software Development
Education
University of Colorado Denver 2004 — 2008
Masters, Business Administration
Regis University 1997 — 2001
B.S., Business
jason christensen jason christensen's Lipper Experience 2000 - 2002
Job Moblie architect/developer Seattle
Industry Computer Software
Experience
Nordstrom August 2014 - Present
Vhoto November 2013 - June 2014
Rhapsody International August 2012 - November 2013
Zumobi August 2011 - August 2012
Teleca Software Solutions AB February 2011 - August 2011
Albertsons 2003 - 2005
lipper 2000 - 2002
magnic technologies 1996 - 1999
Skills
iOS Ninja, Open GLES, Objective-C, Android Development, C++, RESTful architecture, Test Driven Development, Big data, Encryption, Mobile cloud computing, Computational Social..., Context aware computing, Big Data, Architectures, Mobile Applications, User Interface, Cloud Computing, iOS, Software Design, iOS development, Software Engineering, Distributed Systems, Git, Software Development, Design Patterns, Xcode, Continuous Integration, Scalability, Unit Testing, Linux, Unix, SQLite
Education
Boise State University
Mathematics
Casper College
Computer Science
Nordstrom August 2014 - Present
Vhoto November 2013 - June 2014
Rhapsody International August 2012 - November 2013
Zumobi August 2011 - August 2012
Teleca Software Solutions AB February 2011 - August 2011
Albertsons 2003 - 2005
lipper 2000 - 2002
magnic technologies 1996 - 1999
Skills
iOS Ninja, Open GLES, Objective-C, Android Development, C++, RESTful architecture, Test Driven Development, Big data, Encryption, Mobile cloud computing, Computational Social..., Context aware computing, Big Data, Architectures, Mobile Applications, User Interface, Cloud Computing, iOS, Software Design, iOS development, Software Engineering, Distributed Systems, Git, Software Development, Design Patterns, Xcode, Continuous Integration, Scalability, Unit Testing, Linux, Unix, SQLite
Education
Boise State University
Mathematics
Casper College
Computer Science
Tom Roseen Tom Roseen's Lipper Experience Head of Research Services, LipperThomson Reuters1996 - Present
Job Head of Research Services, Lipper
Industry Financial Services
Experience
Lipper Head of Research Services, LipperThomson Reuters1996 - Present
Education
University of Denver - Daniels College of Business
Lipper Head of Research Services, LipperThomson Reuters1996 - Present
Education
University of Denver - Daniels College of Business
Edward Lassotovitch Edward Lassotovitch's Lipper Experience 1992 - 1995
Job Network Engineer at Modis
Industry Information Technology and Services
Experience
Modis June 2008 - Present
AutoNation August 1998 - May 2008
Worldwide Internet Publishing Corp July 1997 - July 1998
Lipper 1992 - 1995
Skills
Troubleshooting, Routing, Switching, Network Engineering, Data Center, Internetworking
Education
Loyola College in Maryland 1988 — 1992
BBA, Management Information Systems
Westtown Friends 1983 — 1987
Modis June 2008 - Present
AutoNation August 1998 - May 2008
Worldwide Internet Publishing Corp July 1997 - July 1998
Lipper 1992 - 1995
Skills
Troubleshooting, Routing, Switching, Network Engineering, Data Center, Internetworking
Education
Loyola College in Maryland 1988 — 1992
BBA, Management Information Systems
Westtown Friends 1983 — 1987
Josh Varga Josh Varga's Lipper Experience November 2007 - September 2011
Job Software development consultant
Industry Information Technology and Services
Experience
Independent Consultant July 2015 - Present
Reed Elsevier August 2014 - August 2015
Google June 2014 - August 2014
Elsevier April 2013 - June 2014
Swank Motion Pictures September 2011 - March 2013
Lipper November 2007 - September 2011
Thomson Reuters November 2007 - September 2011
Monsanto Company August 2007 - November 2007
Maritz January 2007 - August 2007
Tacony Corporation September 2002 - May 2005
Skills
Computer Science, Algorithm Design, C#, Machine Learning, Computer Vision, Linux, C++, Open Source, JavaScript, .NET, WPF, Continuous Integration, ASP.NET MVC, Agile Methodologies, Programming, Silverlight, Distributed Systems, Databases, Python, Java, Android, Test Driven Development, MySQL, C
Education
University of Missouri-Columbia 1997 — 2001
BS
Parkway Central High School 1993 — 1997
Degree
Independent Consultant July 2015 - Present
Reed Elsevier August 2014 - August 2015
Google June 2014 - August 2014
Elsevier April 2013 - June 2014
Swank Motion Pictures September 2011 - March 2013
Lipper November 2007 - September 2011
Thomson Reuters November 2007 - September 2011
Monsanto Company August 2007 - November 2007
Maritz January 2007 - August 2007
Tacony Corporation September 2002 - May 2005
Skills
Computer Science, Algorithm Design, C#, Machine Learning, Computer Vision, Linux, C++, Open Source, JavaScript, .NET, WPF, Continuous Integration, ASP.NET MVC, Agile Methodologies, Programming, Silverlight, Distributed Systems, Databases, Python, Java, Android, Test Driven Development, MySQL, C
Education
University of Missouri-Columbia 1997 — 2001
BS
Parkway Central High School 1993 — 1997
Degree
Jaclyn (King) McGrady's Lipper Experience 2009 - 2009
Job Senior Outbound Resolution Specialist at Curian Capital
Industry Financial Services
Experience
Curian Capital January 2013 - Present
Curian Capital January 2012 - December 2012
Steve Hansen and Associates November 2009 - December 2010
Wunderlich Securities November 2009 - June 2010
Lipper 2009 - 2009
Bellco Credit Union April 2001 - June 2008
CUSO Financial Services, L.P. April 2001 - June 2008
Gateway Services Group, LLC April 2001 - June 2008
King Soopers June 1997 - October 2001
Skills
Outlook, Word, PowerPoint, Mutual Funds, Customer Service, Microsoft Office, Excel, Investments, Insurance, Financial Analysis, Financial Planning, Series 6, Banking, Financial Services, Time Management, Fixed Annuities, Portfolio Management, Training, Sales, Securities, Microsoft Word, Strategic Financial..., Microsoft Excel, Financial Advisory, Access, Management, Retirement, IRAs, Accounting
Education
University of Denver 2009 — 2011
BBA, Business Administration
Community College of Denver 2000 — 2009
Associate of Arts, Business Administration
Curian Capital January 2013 - Present
Curian Capital January 2012 - December 2012
Steve Hansen and Associates November 2009 - December 2010
Wunderlich Securities November 2009 - June 2010
Lipper 2009 - 2009
Bellco Credit Union April 2001 - June 2008
CUSO Financial Services, L.P. April 2001 - June 2008
Gateway Services Group, LLC April 2001 - June 2008
King Soopers June 1997 - October 2001
Skills
Outlook, Word, PowerPoint, Mutual Funds, Customer Service, Microsoft Office, Excel, Investments, Insurance, Financial Analysis, Financial Planning, Series 6, Banking, Financial Services, Time Management, Fixed Annuities, Portfolio Management, Training, Sales, Securities, Microsoft Word, Strategic Financial..., Microsoft Excel, Financial Advisory, Access, Management, Retirement, IRAs, Accounting
Education
University of Denver 2009 — 2011
BBA, Business Administration
Community College of Denver 2000 — 2009
Associate of Arts, Business Administration
Greg Himmel Greg Himmel's Lipper Experience August 2008 - December 2010
Job Finance
Industry Financial Services
Experience
Brown Brothers Harriman March 2012 - Present
Lipper August 2008 - December 2010
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Brown Brothers Harriman March 2012 - Present
Lipper August 2008 - December 2010
Education
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Shobana Srinivasan's Lipper Experience June 2007 - December 2007
Job QA Analyst at Wellsfargo Bank
Industry Information Technology and Services
Experience
Safeway May 2013 - Present
Wellsfargo Bank December 2011 - January 2015
Walmart.com June 2011 - November 2011
Blueshield of California December 2010 - May 2011
Cognizant Technology Solutions December 2002 - May 2011
eBay March 2010 - October 2010
Gap Inc. January 2008 - February 2010
Lipper June 2007 - December 2007
Skills
Agile, Ruby on Rails, Oracle SQL, Scrum, Retail Industry
Education
University of Madras 2002 — 2005
MCA
Madras Christian College 1998 — 2001
Bsc, Chemistry
Kendriya Vidyalaya
Safeway May 2013 - Present
Wellsfargo Bank December 2011 - January 2015
Walmart.com June 2011 - November 2011
Blueshield of California December 2010 - May 2011
Cognizant Technology Solutions December 2002 - May 2011
eBay March 2010 - October 2010
Gap Inc. January 2008 - February 2010
Lipper June 2007 - December 2007
Skills
Agile, Ruby on Rails, Oracle SQL, Scrum, Retail Industry
Education
University of Madras 2002 — 2005
MCA
Madras Christian College 1998 — 2001
Bsc, Chemistry
Kendriya Vidyalaya
Jim Bertsch's Lipper Experience 1998 - July 2008
Job Associate Vice President for Application Services at Pinnacol Assurance
Industry Information Technology and Services
Experience
Pinnacol Assurance 2014 - Present
Western Union 2011 - 2013
Trust Company of America 2010 - September 2011
Thomson Reuters 2008 - January 2010
Lipper 1998 - July 2008
Accelerated Data Systems 1996 - January 1998
Skills
Vendor Management, Agile Methodologies, Software Development, SaaS, IT Strategy, Process Improvement, SharePoint, Enterprise Software, SOA, Microsoft SQL Server, Data Warehousing, Management, Disaster Recovery, Databases, SDLC, Strategy, Business Analysis, Business Process, Analysis, Project Management, Team Leadership, Team Management, Leadership, Change Management, Data Center, Oracle, Scrum, Analytics, Business Intelligence, C#, Enterprise Architecture, Integration, Testing, Program Management, SQL Server, Big Data, NoSQL, Hadoop, Cassandra, IT Outsourcing, .NET, Risk Management, Java, Ruby on Rails, AngularJS, Team Building, Product Development, Continuous Improvement, Lean Transformation, Quality Assurance
Education
Colorado State University
BA, Political Science
Pinnacol Assurance 2014 - Present
Western Union 2011 - 2013
Trust Company of America 2010 - September 2011
Thomson Reuters 2008 - January 2010
Lipper 1998 - July 2008
Accelerated Data Systems 1996 - January 1998
Skills
Vendor Management, Agile Methodologies, Software Development, SaaS, IT Strategy, Process Improvement, SharePoint, Enterprise Software, SOA, Microsoft SQL Server, Data Warehousing, Management, Disaster Recovery, Databases, SDLC, Strategy, Business Analysis, Business Process, Analysis, Project Management, Team Leadership, Team Management, Leadership, Change Management, Data Center, Oracle, Scrum, Analytics, Business Intelligence, C#, Enterprise Architecture, Integration, Testing, Program Management, SQL Server, Big Data, NoSQL, Hadoop, Cassandra, IT Outsourcing, .NET, Risk Management, Java, Ruby on Rails, AngularJS, Team Building, Product Development, Continuous Improvement, Lean Transformation, Quality Assurance
Education
Colorado State University
BA, Political Science
Autumn Tongson Autumn Tongson's Lipper Experience August 2004 - Present
Job Mutual Fund Analyst
Industry Financial Services
Experience
Lipper August 2004 - Present
Skills
Mutual Funds, Microsoft Excel, Business Analysis, Microsoft Office, Project Management, Financial Analysis, Data Analysis, Process Improvement, Product Management, Program Management, Finance, Financial Modeling, Analysis, Risk Management, Forecasting, Access, Equities, Financial Services, Management, Banking, Competitive Analysis, Investments
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business, Accounting and Finance
Lipper August 2004 - Present
Skills
Mutual Funds, Microsoft Excel, Business Analysis, Microsoft Office, Project Management, Financial Analysis, Data Analysis, Process Improvement, Product Management, Program Management, Finance, Financial Modeling, Analysis, Risk Management, Forecasting, Access, Equities, Financial Services, Management, Banking, Competitive Analysis, Investments
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Business, Accounting and Finance
Larry Goldstein, PMP Larry Goldstein, PMP's Lipper Experience 1981 - 1995
Job IT Financial Services Professional
Industry Information Technology and Services
Experience
Systematic Solutions 2009 - Present
See below 2009 - Present
Merrill Lynch 2002 - 2008
Goldman Sachs 1995 - 2001
Lipper 1981 - 1995
Education
Stony Brook University 2009 — 2009
PM+ Certificate, Project Management
City University of New York-Brooklyn College 1962 — 1967
BA, Psychology
Saint John's University
PD, Psychology
The New School
MA, Psychology
Systematic Solutions 2009 - Present
See below 2009 - Present
Merrill Lynch 2002 - 2008
Goldman Sachs 1995 - 2001
Lipper 1981 - 1995
Education
Stony Brook University 2009 — 2009
PM+ Certificate, Project Management
City University of New York-Brooklyn College 1962 — 1967
BA, Psychology
Saint John's University
PD, Psychology
The New School
MA, Psychology
Andrew Ogilvie Andrew Ogilvie's Lipper Experience 2001 - 2003
Job Senior Director Labor Excellence + Innovation at Nike
Industry Consumer Goods
Experience
Nike May 2013 - Present
Nike January 2012 - May 2013
Nike 2004 - December 2011
Lipper 2001 - 2003
Lipper 2000 - 2001
Reuters 1997 - 1999
Reuters 1993 - 1997
Skills
Strategic Planning, Sustainable Business, Corporate Social..., Manufacturing, Program Management, Cross-functional Team..., Business Strategy
Education
Henley Business School 2001 — 2003
MBA, Corporate Responsibility
Nike May 2013 - Present
Nike January 2012 - May 2013
Nike 2004 - December 2011
Lipper 2001 - 2003
Lipper 2000 - 2001
Reuters 1997 - 1999
Reuters 1993 - 1997
Skills
Strategic Planning, Sustainable Business, Corporate Social..., Manufacturing, Program Management, Cross-functional Team..., Business Strategy
Education
Henley Business School 2001 — 2003
MBA, Corporate Responsibility
Sasha Franger Sasha Franger's Lipper Experience June 2010 - October 2012
Job Associate Marketing Manager at Jackson National Life Distributors
Industry Financial Services
Experience
Jackson National Life Distributors February 2015 - Present
Jackson National Life Distributors October 2012 - January 2015
Lipper June 2010 - October 2012
Lipper April 2007 - June 2010
Skills
Research, Writing, Data Analysis, Financial Analysis, Finance, Quantitative Research, Quantitative, Mutual Funds, Leadership, Series 7, Report Writing, Management, Microsoft Excel, Financial Services, Market Research, Analysis, Team Leadership, Competitive Analysis, Financial Modeling, Investments, Marketing
Education
Michigan State University 2003 — 2006
MA, Political Science, Quantitative Methods, American Politics, Social Psychology
Vanderbilt University 1999 — 2003
Bachelor of Science, Political Science, Women's Studies
LaPorte High School 1995 — 1999
Valedictorian
Jackson National Life Distributors February 2015 - Present
Jackson National Life Distributors October 2012 - January 2015
Lipper June 2010 - October 2012
Lipper April 2007 - June 2010
Skills
Research, Writing, Data Analysis, Financial Analysis, Finance, Quantitative Research, Quantitative, Mutual Funds, Leadership, Series 7, Report Writing, Management, Microsoft Excel, Financial Services, Market Research, Analysis, Team Leadership, Competitive Analysis, Financial Modeling, Investments, Marketing
Education
Michigan State University 2003 — 2006
MA, Political Science, Quantitative Methods, American Politics, Social Psychology
Vanderbilt University 1999 — 2003
Bachelor of Science, Political Science, Women's Studies
LaPorte High School 1995 — 1999
Valedictorian
Chris Persichetti Chris Persichetti's Lipper Experience August 1993 - Present
Job
Industry Computer Software
Experience
Lipper August 1993 - Present
Skills
C#, SQL, Market Data, .NET, Databases, Financial Markets, Disaster Recovery, Business Analysis, Software Project..., Sybase, Software Development, Oracle, Agile Project Management, Requirements Analysis, Data Analysis, WPF
Education
Red Rocks Community College 2007 — 2009
Barnes Business College 1993 — 1993
Lipper August 1993 - Present
Skills
C#, SQL, Market Data, .NET, Databases, Financial Markets, Disaster Recovery, Business Analysis, Software Project..., Sybase, Software Development, Oracle, Agile Project Management, Requirements Analysis, Data Analysis, WPF
Education
Red Rocks Community College 2007 — 2009
Barnes Business College 1993 — 1993
Jason Treese Jason Treese's Lipper Experience February 2008 - October 2008
Job Sr. Information Systems Analyst
Industry Financial Services
Experience
Large Financial Services and Recordkeeping Company November 2008 - Present
Lipper February 2008 - October 2008
Real Estate of the Rockies / Keller Williams Realty 2005 - 2008
INVESCO Funds Group / AIM Investments July 2003 - December 2004
INVESCO Funds Group / AIM Investments March 2001 - June 2003
INVESCO Funds Group / AIM Investments September 1998 - February 2001
INVESCO Funds Group / AIM Investments April 1995 - August 1998
INVESCO Funds Group / AIM Investments October 1993 - March 1995
Skills
Analysis, Business Analysis, Requirements Gathering, Business Process..., SDLC, Process Improvement, CRM, Software Development, Software Documentation, Oracle
Education
Regis University 1997 — 1999
MBA, Information Systems
University of Florida - Warrington College of Business Administration 1989 — 1993
Jupiter High School
Large Financial Services and Recordkeeping Company November 2008 - Present
Lipper February 2008 - October 2008
Real Estate of the Rockies / Keller Williams Realty 2005 - 2008
INVESCO Funds Group / AIM Investments July 2003 - December 2004
INVESCO Funds Group / AIM Investments March 2001 - June 2003
INVESCO Funds Group / AIM Investments September 1998 - February 2001
INVESCO Funds Group / AIM Investments April 1995 - August 1998
INVESCO Funds Group / AIM Investments October 1993 - March 1995
Skills
Analysis, Business Analysis, Requirements Gathering, Business Process..., SDLC, Process Improvement, CRM, Software Development, Software Documentation, Oracle
Education
Regis University 1997 — 1999
MBA, Information Systems
University of Florida - Warrington College of Business Administration 1989 — 1993
Jupiter High School
Tori Mirsadjadi Tori Mirsadjadi's Lipper Experience September 2014 - September 2015
Job Editor
Industry Publishing
Experience
Freelance January 2012 - Present
Lipper September 2014 - September 2015
Curian Capital August 2014 - September 2014
Barnes & Noble August 2013 - September 2014
Curian Capital February 2014 - August 2014
Cinemark April 2013 - July 2013
Vons June 2012 - December 2012
The Scripps Voice September 2011 - May 2012
Scripps College September 2011 - May 2012
FIVE: The Claremont Colleges Journal of Undergraduate Academic Writing March 2012 - April 2012
Skills
Literary Criticism, Transcription, Copy Editing, Editing, Organizing, Copying, Microsoft Office, Writing, Literature, Publishing, Newspaper, Books, Academic Writing, Customer Service, Creative Writing, Administrative..., Tutoring, Yoga, Microsoft Excel, Editorial, Journalism, Microsoft Word, Magazines, Research, Leadership, InDesign, Wordpress, Twitter, YouTube, Gmail, Teaching, Proofreading, Photography, Blogging, Facebook, Social Networking, News Writing, Social Media, Spanish, Politics, Grammar, Freelance Writing, Newspapers, Feature Articles, Copywriting, Translation, Non-fiction, Technical Writing, Magazine Articles, Interviews
Education
University of Denver 2013 — 2013
Certificate, Publishing
Scripps College 2008 — 2012
Bachelor of Arts, English, 11.198 GPA (on 12-point scale)
University of York 2010 — 2010
English, Sociology
Mira Loma High School 2004 — 2008
Freelance January 2012 - Present
Lipper September 2014 - September 2015
Curian Capital August 2014 - September 2014
Barnes & Noble August 2013 - September 2014
Curian Capital February 2014 - August 2014
Cinemark April 2013 - July 2013
Vons June 2012 - December 2012
The Scripps Voice September 2011 - May 2012
Scripps College September 2011 - May 2012
FIVE: The Claremont Colleges Journal of Undergraduate Academic Writing March 2012 - April 2012
Skills
Literary Criticism, Transcription, Copy Editing, Editing, Organizing, Copying, Microsoft Office, Writing, Literature, Publishing, Newspaper, Books, Academic Writing, Customer Service, Creative Writing, Administrative..., Tutoring, Yoga, Microsoft Excel, Editorial, Journalism, Microsoft Word, Magazines, Research, Leadership, InDesign, Wordpress, Twitter, YouTube, Gmail, Teaching, Proofreading, Photography, Blogging, Facebook, Social Networking, News Writing, Social Media, Spanish, Politics, Grammar, Freelance Writing, Newspapers, Feature Articles, Copywriting, Translation, Non-fiction, Technical Writing, Magazine Articles, Interviews
Education
University of Denver 2013 — 2013
Certificate, Publishing
Scripps College 2008 — 2012
Bachelor of Arts, English, 11.198 GPA (on 12-point scale)
University of York 2010 — 2010
English, Sociology
Mira Loma High School 2004 — 2008
David Slayton David Slayton's Lipper Experience March 2002 - January 2003
Job
Industry Information Technology and Services
Experience
Saba October 2011 - Present
URS Corporation August 2003 - October 2011
Lipper March 2002 - January 2003
MH Software November 1999 - August 2001
Skills
Technical Writing, Captivate, Project Management, Testing, Software Project..., SQL, Training, Web Development, Software Implementation, Change Management, Quality Assurance, Management, Agile Methodologies, Needs Analysis, Requirements Analysis, HTML, E-Learning, SharePoint, Java, Web Design, SCORM, Flash, Visio, XML, Agile Project Management, JavaScript, Editing, Dreamweaver, Web Applications, Access, E-learning Modules, E-learning..., E-Learning Consulting, CSS, ActionScript, Rapid Learning, HTML/XML, Java Servlets, Training Delivery, Coaching, SaaS
Education
University of Denver 2003 — 2009
Master's
Metropolitan State University of Denver 1999 — 2007
Bachelor's
Metropolitan State University of Denver 1999 — 2006
Bachelor's
Saba October 2011 - Present
URS Corporation August 2003 - October 2011
Lipper March 2002 - January 2003
MH Software November 1999 - August 2001
Skills
Technical Writing, Captivate, Project Management, Testing, Software Project..., SQL, Training, Web Development, Software Implementation, Change Management, Quality Assurance, Management, Agile Methodologies, Needs Analysis, Requirements Analysis, HTML, E-Learning, SharePoint, Java, Web Design, SCORM, Flash, Visio, XML, Agile Project Management, JavaScript, Editing, Dreamweaver, Web Applications, Access, E-learning Modules, E-learning..., E-Learning Consulting, CSS, ActionScript, Rapid Learning, HTML/XML, Java Servlets, Training Delivery, Coaching, SaaS
Education
University of Denver 2003 — 2009
Master's
Metropolitan State University of Denver 1999 — 2007
Bachelor's
Metropolitan State University of Denver 1999 — 2006
Bachelor's
Traci Presley, MBA Traci Presley, MBA's Lipper Experience April 2002 - October 2007
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
WealthTouch, Inc. August 2011 - May 2013
Thomson Reuters October 2007 - August 2011
Lipper April 2002 - October 2007
Skills
Financial Services, Project Management, CRM, Management, Mutual Funds, Strategy, Investments, Competitive Analysis, Process Improvement, Vendor Management, Leadership, Program Management, Financial Markets, Training, Contract Negotiation, Customer Retention, Analysis, Forecasting, Sales Operations, Customer Satisfaction, Product Management, Account Management, Business Strategy, Salesforce.com, Business Development, Relationship Management, Customer Experience, Analytics, Sales, SaaS
Education
University of Colorado at Denver 2007 — 2011
MBA
Colorado State University-Pueblo 1994 — 1998
BSBA, Business Management
Brown Brothers Harriman June 2013 - Present
WealthTouch, Inc. August 2011 - May 2013
Thomson Reuters October 2007 - August 2011
Lipper April 2002 - October 2007
Skills
Financial Services, Project Management, CRM, Management, Mutual Funds, Strategy, Investments, Competitive Analysis, Process Improvement, Vendor Management, Leadership, Program Management, Financial Markets, Training, Contract Negotiation, Customer Retention, Analysis, Forecasting, Sales Operations, Customer Satisfaction, Product Management, Account Management, Business Strategy, Salesforce.com, Business Development, Relationship Management, Customer Experience, Analytics, Sales, SaaS
Education
University of Colorado at Denver 2007 — 2011
MBA
Colorado State University-Pueblo 1994 — 1998
BSBA, Business Management
Sunand Menon's Lipper Experience February 2003 - May 2005
Job Senior Vice President & General Manager, Emerging Businesses at Iron Mountain
Industry Management Consulting
Experience
Iron Mountain February 2015 - Present
GuideStar March 2013 - Present
New Media Insight June 2005 - Present
Thomson Reuters Indices June 2008 - January 2012
Thomson Reuters May 2007 - June 2008
Scripps Networks May 2007 - June 2008
Lipper February 2003 - May 2005
Reuters September 2001 - February 2003
Procter & Gamble April 1995 - August 1999
Skills
Innovation, Incubation, Big Data, Analytics, Unstructured Data, Media, Informatics, Strategy, Product Development, Global Business..., General Management, Intrapreneurship, Management, Integrated Marketing, Strategic Partnerships, P&L Management, B2B
Education
Harvard Business School 1999 — 2001
MBA
Imperial College London 1994 — 1994
Thesis, Process Systems Engineering
Delft University of Technology 1989 — 1994
M.Sc & B.Sc, Engineering
Iron Mountain February 2015 - Present
GuideStar March 2013 - Present
New Media Insight June 2005 - Present
Thomson Reuters Indices June 2008 - January 2012
Thomson Reuters May 2007 - June 2008
Scripps Networks May 2007 - June 2008
Lipper February 2003 - May 2005
Reuters September 2001 - February 2003
Procter & Gamble April 1995 - August 1999
Skills
Innovation, Incubation, Big Data, Analytics, Unstructured Data, Media, Informatics, Strategy, Product Development, Global Business..., General Management, Intrapreneurship, Management, Integrated Marketing, Strategic Partnerships, P&L Management, B2B
Education
Harvard Business School 1999 — 2001
MBA
Imperial College London 1994 — 1994
Thesis, Process Systems Engineering
Delft University of Technology 1989 — 1994
M.Sc & B.Sc, Engineering
Patrick Morelli's Lipper Experience 2000 - 2001
Job Regional Investment Specialist at 361 Capital
Industry Financial Services
Experience
361 Capital August 2011 - Present
Andrews Securities, LLC January 2010 - September 2011
Arrow Performance Group October 2008 - December 2009
AXA Advisors LLC July 2007 - February 2009
Bonfils Blood Center April 2006 - December 2007
Developmental Pathways April 2004 - April 2006
Lipper 2000 - 2001
Skills
Investments, Asset Managment, Alternative Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Portfolio Management, Risk Management, Private Equity, Financial Advisory, Strategic Financial..., Finance
Education
University of Colorado at Denver 2007 — 2012
MBA, Marketing & Finance
361 Capital August 2011 - Present
Andrews Securities, LLC January 2010 - September 2011
Arrow Performance Group October 2008 - December 2009
AXA Advisors LLC July 2007 - February 2009
Bonfils Blood Center April 2006 - December 2007
Developmental Pathways April 2004 - April 2006
Lipper 2000 - 2001
Skills
Investments, Asset Managment, Alternative Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Portfolio Management, Risk Management, Private Equity, Financial Advisory, Strategic Financial..., Finance
Education
University of Colorado at Denver 2007 — 2012
MBA, Marketing & Finance
Brody Smith Brody Smith's Lipper Experience 2000 - 2003
Job Director of Marketing at TiVo
Industry Marketing and Advertising
Experience
TiVo September 2014 - Present
TiVo April 2011 - September 2014
TiVo April 2009 - March 2011
Dish Network June 2006 - April 2009
Merrill Lynch Investment Managers August 2003 - August 2004
Lipper 2000 - 2003
Skills
Direct Marketing, Customer Retention, Marketing Strategy, Product Launch, Marketing, Email Marketing, Digital Marketing, Affiliate Marketing, Multi-channel Marketing, Customer Lifecycle..., New Business Development, Product Marketing, Trade Shows, Integrated Marketing, Partner Marketing, Cross-functional Team..., Lead Generation, Brand Loyalty, Marketing Communications, Promotions, Program Management, Churn Reduction, Customer Loyalty, Customer Advocacy, Display Advertising, Trade Show Management, Online Advertising, Advertising, Paid Search Campaigns, Pricing Strategy, Segmentation, Go-to-market Strategy, Competitive Analysis, Strategic Planning, Analytics, Marketing Management, Customer Acquisition, E-commerce, Budgets
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Marketing
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BA, Business Adminstration
TiVo September 2014 - Present
TiVo April 2011 - September 2014
TiVo April 2009 - March 2011
Dish Network June 2006 - April 2009
Merrill Lynch Investment Managers August 2003 - August 2004
Lipper 2000 - 2003
Skills
Direct Marketing, Customer Retention, Marketing Strategy, Product Launch, Marketing, Email Marketing, Digital Marketing, Affiliate Marketing, Multi-channel Marketing, Customer Lifecycle..., New Business Development, Product Marketing, Trade Shows, Integrated Marketing, Partner Marketing, Cross-functional Team..., Lead Generation, Brand Loyalty, Marketing Communications, Promotions, Program Management, Churn Reduction, Customer Loyalty, Customer Advocacy, Display Advertising, Trade Show Management, Online Advertising, Advertising, Paid Search Campaigns, Pricing Strategy, Segmentation, Go-to-market Strategy, Competitive Analysis, Strategic Planning, Analytics, Marketing Management, Customer Acquisition, E-commerce, Budgets
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Marketing
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BA, Business Adminstration
Riley Sommer's Lipper Experience July 2001 - January 2008
Job Sales Representative at Zimmer
Industry Medical Devices
Experience
Zimmer January 2008 - Present
Lipper July 2001 - January 2008
Lipper Inc. January 2001 - July 2001
Lipper Inc. January 1998 - December 2000
Skills
Account Management, Sales, Sales Management, Territory Management, New Business Development, Product Development, Capital Equipment, Marketing, Salesforce.com, Customer Service, Contract Negotiation, Business Development, Leadership
Education
Regis University 1993 — 1997
Bachelors, Economics, Business Adminsitration
Zimmer January 2008 - Present
Lipper July 2001 - January 2008
Lipper Inc. January 2001 - July 2001
Lipper Inc. January 1998 - December 2000
Skills
Account Management, Sales, Sales Management, Territory Management, New Business Development, Product Development, Capital Equipment, Marketing, Salesforce.com, Customer Service, Contract Negotiation, Business Development, Leadership
Education
Regis University 1993 — 1997
Bachelors, Economics, Business Adminsitration
Gabriel Burstein PhD's Lipper Experience October 2006 - May 2011
Job Head Investment Strategy Alts & Mutual Portfolios & Inv. Strategist, Oppenheimerfunds, Jackson Life Curian, Lipper, HSBC
Industry Investment Management
Experience
OppenheimerFunds January 2015 - Present
Jackson Life / Curian Asset Mngmt February 2013 - November 2013
Lipper October 2006 - May 2011
HSBC January 2000 - January 2004
Daiwa Capital Markets Europe Ltd October 1996 - September 1999
Merrill Lynch April 1995 - September 1996
Goldman Sachs April 1992 - January 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Fund Of Funds, Investments, Trading, Global Macro, Financial Markets, Investment Management, Equity Research, Derivatives, ETFs, Commodity, Trading Strategies, Managed Futures, Private Equity, Wealth Management, Proprietary Trading, Separately Managed..., Arbitrage, Institutional..., Emerging Markets, Technical Analysis, Investment Advisory
Education
Imperial College London 1989 — 1992
PhD, Mathematics, Stochastics- the maths of portfolio optimization, risk mngmt.
OppenheimerFunds January 2015 - Present
Jackson Life / Curian Asset Mngmt February 2013 - November 2013
Lipper October 2006 - May 2011
HSBC January 2000 - January 2004
Daiwa Capital Markets Europe Ltd October 1996 - September 1999
Merrill Lynch April 1995 - September 1996
Goldman Sachs April 1992 - January 1995
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Portfolio Management, Fund Of Funds, Investments, Trading, Global Macro, Financial Markets, Investment Management, Equity Research, Derivatives, ETFs, Commodity, Trading Strategies, Managed Futures, Private Equity, Wealth Management, Proprietary Trading, Separately Managed..., Arbitrage, Institutional..., Emerging Markets, Technical Analysis, Investment Advisory
Education
Imperial College London 1989 — 1992
PhD, Mathematics, Stochastics- the maths of portfolio optimization, risk mngmt.
Andrew Forman's Lipper Experience September 1995 - Present
Job
Industry Financial Services
Experience
Lipper September 1995 - Present
Schonfeld Securities November 1999 - September 2004
Putnam Investments 1994 - May 1999
Putnam Investments June 1996 - April 1998
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Marketing & Finance
East Greenwich High School
Lipper September 1995 - Present
Schonfeld Securities November 1999 - September 2004
Putnam Investments 1994 - May 1999
Putnam Investments June 1996 - April 1998
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Marketing & Finance
East Greenwich High School
Eldana Quigley CSM CAPM's Lipper Experience August 2006 - August 2007
Job Senior QNXT System Integration Project Manager
Industry Financial Services
Experience
TriZetto, A Cognizant Company May 2015 - Present
TriZetto Corporation April 2013 - Present
Thomson Reuters August 2006 - January 2013
Lipper August 2006 - August 2007
Standard & Poor's 2005 - 2006
Western Union 2003 - 2005
Teletec 2002 - 2003
Consultant December 1999 - December 2002
Skills
Financial Markets, Market Data, Mutual Funds, Financial Services, Business Analysis, Fixed Income, Equities, Hedge Funds, Securities, Asset Managment, Investment Management, Portfolio Management, SDLC, Asset Management, Alternative Investments, Analysis, Oracle, Relationship Management, Management, Process Improvement, Risk Management, Vendor Management, Bloomberg, Reference Data, Investments, Investment Banking, Integration
Education
University of Denver 1997 — 1999
MA, Global Trade, Finance and Information Systems
Kazahskij Universitet Meždunarodnyh Otnošenij i Mirovyh Jazykov 1993 — 1997
BA, English Linguistics Major, Minor in Japanese
TriZetto, A Cognizant Company May 2015 - Present
TriZetto Corporation April 2013 - Present
Thomson Reuters August 2006 - January 2013
Lipper August 2006 - August 2007
Standard & Poor's 2005 - 2006
Western Union 2003 - 2005
Teletec 2002 - 2003
Consultant December 1999 - December 2002
Skills
Financial Markets, Market Data, Mutual Funds, Financial Services, Business Analysis, Fixed Income, Equities, Hedge Funds, Securities, Asset Managment, Investment Management, Portfolio Management, SDLC, Asset Management, Alternative Investments, Analysis, Oracle, Relationship Management, Management, Process Improvement, Risk Management, Vendor Management, Bloomberg, Reference Data, Investments, Investment Banking, Integration
Education
University of Denver 1997 — 1999
MA, Global Trade, Finance and Information Systems
Kazahskij Universitet Meždunarodnyh Otnošenij i Mirovyh Jazykov 1993 — 1997
BA, English Linguistics Major, Minor in Japanese
Mike Hawkes's Lipper Experience January 2002 - January 2007
Job Athletic Director at Shining Mountain Waldorf School
Industry Sports
Experience
Shining Mountain Waldorf School April 2013 - Present
CompuTech March 2013 - Present
Shining Mountain Waldorf School October 2011 - Present
Team Boulder 2010 - Present
Thomson Reuters, Financial & Risk Division August 2012 - January 2013
Thomson Reuters, Markets Division February 2007 - July 2012
Eskimo Ski & Board Club 1997 - 2011
Boulder High School 2007 - 2009
Lipper January 2002 - January 2007
Team Boulder 2006 - 2007
Skills
Management, Databases, Vendor Management, Process Improvement, Program Management, Project Management, Business Analysis, Change Management, Team Building, Strategic Planning, Risk Management, Team Leadership, Operations Management, Budgets, Team Management, Leadership, Training, Business Development, CRM, Disaster Recovery, Job Coaching, Sports Coaching, Basketball Coaching, Agile Methodologies, Software Development, Analysis, Time Management, Coaching, Networking, Recruiting, Enterprise Software, SharePoint, Microsoft Excel, Testing, Data Analysis, SQL, Troubleshooting
Education
University of Northern Colorado 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Sociology
Regis University 1993 — 1996
Barnes Business College 1992 — 1993
Accounting Assistant, Accounting, 3.52
Metropolitan State College of Denver 1991 — 1991
Computer and Information Systems Security/Information Assurance
University of Northern Colorado 1988 — 1990
Shining Mountain Waldorf School April 2013 - Present
CompuTech March 2013 - Present
Shining Mountain Waldorf School October 2011 - Present
Team Boulder 2010 - Present
Thomson Reuters, Financial & Risk Division August 2012 - January 2013
Thomson Reuters, Markets Division February 2007 - July 2012
Eskimo Ski & Board Club 1997 - 2011
Boulder High School 2007 - 2009
Lipper January 2002 - January 2007
Team Boulder 2006 - 2007
Skills
Management, Databases, Vendor Management, Process Improvement, Program Management, Project Management, Business Analysis, Change Management, Team Building, Strategic Planning, Risk Management, Team Leadership, Operations Management, Budgets, Team Management, Leadership, Training, Business Development, CRM, Disaster Recovery, Job Coaching, Sports Coaching, Basketball Coaching, Agile Methodologies, Software Development, Analysis, Time Management, Coaching, Networking, Recruiting, Enterprise Software, SharePoint, Microsoft Excel, Testing, Data Analysis, SQL, Troubleshooting
Education
University of Northern Colorado 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Sociology
Regis University 1993 — 1996
Barnes Business College 1992 — 1993
Accounting Assistant, Accounting, 3.52
Metropolitan State College of Denver 1991 — 1991
Computer and Information Systems Security/Information Assurance
University of Northern Colorado 1988 — 1990
Nate Lansing's Lipper Experience January 2001 - October 2001
Job Realtor at RE/MAX Results
Industry Real Estate
Experience
RE/MAX Results November 2013 - Present
Selling with Kids November 2013 - Present
American Research Bureau, Inc January 2007 - November 2013
American Reserach Bureau, Inc February 2005 - January 2007
American Research Bureau, Inc November 2002 - January 2005
American Research Bureau, Inc April 2002 - October 2002
American Research Bureau, Inc October 2001 - April 2002
Lipper January 2001 - October 2001
Skills
Management, Mortgage Lending, Portfolio Management, Process Improvement, Risk Management, Sales, Selling, Skip Tracing, Strategic Planning, Vendor Management, Business Development, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 2000
BS, Finance
RE/MAX Results November 2013 - Present
Selling with Kids November 2013 - Present
American Research Bureau, Inc January 2007 - November 2013
American Reserach Bureau, Inc February 2005 - January 2007
American Research Bureau, Inc November 2002 - January 2005
American Research Bureau, Inc April 2002 - October 2002
American Research Bureau, Inc October 2001 - April 2002
Lipper January 2001 - October 2001
Skills
Management, Mortgage Lending, Portfolio Management, Process Improvement, Risk Management, Sales, Selling, Skip Tracing, Strategic Planning, Vendor Management, Business Development, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 2000
BS, Finance
Doug Mantelli's Lipper Experience May 1996 - December 1997
Job Senior Vice President, National Sales Development at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC January 2015 - Present
Jackson National Life Distributors LLC January 2009 - December 2014
Jackson National Life Distributors LLC December 2007 - December 2008
Jackson National Life Distributors LLC February 2006 - January 2008
Mantelli Financial Press May 2002 - December 2003
U.S. Bancorp Fund Services January 1998 - May 2002
Lipper May 1996 - December 1997
Education
University of Denver 2001 — 2003
MBA
University of Colorado Boulder
BS, Finance
Jackson National Life Distributors LLC January 2015 - Present
Jackson National Life Distributors LLC January 2009 - December 2014
Jackson National Life Distributors LLC December 2007 - December 2008
Jackson National Life Distributors LLC February 2006 - January 2008
Mantelli Financial Press May 2002 - December 2003
U.S. Bancorp Fund Services January 1998 - May 2002
Lipper May 1996 - December 1997
Education
University of Denver 2001 — 2003
MBA
University of Colorado Boulder
BS, Finance
Brian Funston's Lipper Experience 2000 - 2003
Job DevOps Engineer at MapMyFitness
Industry Financial Services
Experience
MapMyFitness, Under Armour May 2013 - Present
Thomson Reuters, Lipper January 2009 - May 2013
Thomson Reuters May 2006 - January 2009
Fidelis May 2003 - May 2006
Lipper 2000 - 2003
GE 1989 - 1990
Skills
Sybase, SQL, Databases, Microsoft SQL Server, Unix, Data Warehousing, T-SQL, T-SQL Stored Procedures, Linux, Disaster Recovery, Software Development, Business Analysis, Performance Tuning, ETL
Education
Clarkson University 1987 — 1991
BS, Computer Science
Batavia HS 1983 — 1987
MapMyFitness, Under Armour May 2013 - Present
Thomson Reuters, Lipper January 2009 - May 2013
Thomson Reuters May 2006 - January 2009
Fidelis May 2003 - May 2006
Lipper 2000 - 2003
GE 1989 - 1990
Skills
Sybase, SQL, Databases, Microsoft SQL Server, Unix, Data Warehousing, T-SQL, T-SQL Stored Procedures, Linux, Disaster Recovery, Software Development, Business Analysis, Performance Tuning, ETL
Education
Clarkson University 1987 — 1991
BS, Computer Science
Batavia HS 1983 — 1987
Hylton Phillips-Page CFA, CIMA's Lipper Experience 1983 - 2000
Job Vice President and Fund Selector at Lipper Advisory Services, Inc.
Industry Financial Services
Experience
Lipper Advisory Services, Inc. July 2013 - Present
UBS Financial December 2005 - June 2013
UBS Financial- Weehawken January 2005 - June 2013
Prudential Investments June 2000 - December 2005
Prudential Financial - Newark January 2004 - January 2005
Prudential Financial January 2002 - January 2004
Prudential Financial - Newark January 2000 - January 2002
Lipper Analytical Services, Inc January 1994 - January 2000
Lipper 1983 - 2000
Lipper Analytical Services, Inc January 1987 - January 1994
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Series 63, Wealth Management, Asset Allocation, Investment Strategies, Due Diligence, Asset Management
Education
CFA Institute
CFA
Pace University - Lubin School of Business 1982 — 1991
Bachelor of Business Administration (BBA), Finance
Pace University
B.B.A, Finance
Lipper Advisory Services, Inc. July 2013 - Present
UBS Financial December 2005 - June 2013
UBS Financial- Weehawken January 2005 - June 2013
Prudential Investments June 2000 - December 2005
Prudential Financial - Newark January 2004 - January 2005
Prudential Financial January 2002 - January 2004
Prudential Financial - Newark January 2000 - January 2002
Lipper Analytical Services, Inc January 1994 - January 2000
Lipper 1983 - 2000
Lipper Analytical Services, Inc January 1987 - January 1994
Skills
Series 7, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Series 63, Wealth Management, Asset Allocation, Investment Strategies, Due Diligence, Asset Management
Education
CFA Institute
CFA
Pace University - Lubin School of Business 1982 — 1991
Bachelor of Business Administration (BBA), Finance
Pace University
B.B.A, Finance
Jerry Baca's Lipper Experience April 2008 - February 2010
Job Asset Manager at Republic Financial Corporation
Industry Financial Services
Experience
Republic Financial Corporation November 2013 - Present
Republic Financial Corporation September 2011 - Present
Republic Financial Corporation September 2010 - Present
AXA Advisors February 2010 - September 2010
Lipper April 2008 - February 2010
Functional Methods January 2008 - August 2008
HIPP Companies September 2006 - January 2008
Skills
Financial Analysis, Project Planning, Investments, Business Development, Analysis, Mergers & Acquisitions, Business Planning, Sales, Financial Modeling
Education
Metropolitan State University of Denver 2003 — 2007
Finance, Financial Services
Republic Financial Corporation November 2013 - Present
Republic Financial Corporation September 2011 - Present
Republic Financial Corporation September 2010 - Present
AXA Advisors February 2010 - September 2010
Lipper April 2008 - February 2010
Functional Methods January 2008 - August 2008
HIPP Companies September 2006 - January 2008
Skills
Financial Analysis, Project Planning, Investments, Business Development, Analysis, Mergers & Acquisitions, Business Planning, Sales, Financial Modeling
Education
Metropolitan State University of Denver 2003 — 2007
Finance, Financial Services
Kari Wisenbaker's Lipper Experience November 2006 - May 2008
Job Associate Broker, Keller Williams
Industry Real Estate
Experience
Keller Williams Realty Downtown May 2008 - Present
Lipper November 2006 - May 2008
Lipper June 2003 - October 2006
Lipper June 2000 - June 2003
Skills
Sales, Contract Negotiation, Investments, Investment Properties, Selling, Sellers, Residential Homes, Short Sales, Real Estate Transactions, Real Estate, Real Property, Buyer Representation, First Time Home Buyers, Relocation, Single Family Homes, New Homes
Education
University of Colorado Boulder 1997 — 2000
Keller Williams Realty Downtown May 2008 - Present
Lipper November 2006 - May 2008
Lipper June 2003 - October 2006
Lipper June 2000 - June 2003
Skills
Sales, Contract Negotiation, Investments, Investment Properties, Selling, Sellers, Residential Homes, Short Sales, Real Estate Transactions, Real Estate, Real Property, Buyer Representation, First Time Home Buyers, Relocation, Single Family Homes, New Homes
Education
University of Colorado Boulder 1997 — 2000
Edward Rosenbaum, CFA's Lipper Experience 1999 - 2001
Job VP, Senior Investment Writer, at Legg Mason
Industry Writing and Editing
Experience
Legg Mason January 2011 - Present
Ed Rosenbaum, Financial Communications December 2008 - May 2011
TIAA-CREF January 2007 - December 2008
ESR Global Capital Advisers 2001 - 2006
Lipper 1999 - 2001
Worldsec International Securities Inc 1997 - 1998
Wellington Management LLC 1994 - 1996
American Express Financial Advisors 1990 - 1994
St. Paul Companies 1988 - 1990
Data General 1984 - 1986
Skills
Valuation, White Papers, Asset Management, Investments, Series 7, Asset Managment, Strategic Planning, Investment Management, Integrated Marketing, Corporate Communications, Thought Leadership, Research, Marketing Communications, Portfolio Management, Marketing Management, Equities, Product Marketing, Wealth Management, Investment Banking, Mutual Funds, Content Development, Securities, Strategic Communications, Investor Relations, Bloomberg, Leadership, Hedge Funds, Marketing, Asset Allocation, Financial Services, Marketing Strategy, Institutional Investors, Technical Writing, Fixed Income, Editing, Alternative Investments
Education
Columbia University - School of International and Public Affairs
MIA
University of Pennsylvania - The Wharton School
MBA
Wesleyan University
B.A.
Legg Mason January 2011 - Present
Ed Rosenbaum, Financial Communications December 2008 - May 2011
TIAA-CREF January 2007 - December 2008
ESR Global Capital Advisers 2001 - 2006
Lipper 1999 - 2001
Worldsec International Securities Inc 1997 - 1998
Wellington Management LLC 1994 - 1996
American Express Financial Advisors 1990 - 1994
St. Paul Companies 1988 - 1990
Data General 1984 - 1986
Skills
Valuation, White Papers, Asset Management, Investments, Series 7, Asset Managment, Strategic Planning, Investment Management, Integrated Marketing, Corporate Communications, Thought Leadership, Research, Marketing Communications, Portfolio Management, Marketing Management, Equities, Product Marketing, Wealth Management, Investment Banking, Mutual Funds, Content Development, Securities, Strategic Communications, Investor Relations, Bloomberg, Leadership, Hedge Funds, Marketing, Asset Allocation, Financial Services, Marketing Strategy, Institutional Investors, Technical Writing, Fixed Income, Editing, Alternative Investments
Education
Columbia University - School of International and Public Affairs
MIA
University of Pennsylvania - The Wharton School
MBA
Wesleyan University
B.A.
Patrick Archibald's Lipper Experience July 2006 - April 2007
Job 529 Specialized Service Associate
Industry Financial Services
Experience
OppenheimerFunds July 2007 - Present
Fiserv ISS May 2007 - July 2007
Lipper July 2006 - April 2007
Skills
Series 6, Series 63, Mutual Funds, Financial Services, User Acceptance Testing, 401k, Client Services, Retirement, Back Office, Business Analysis, Analysis, Financial Markets, Equities, Investments
Education
University of Colorado Boulder 2002 — 2006
Economics, Economics
OppenheimerFunds July 2007 - Present
Fiserv ISS May 2007 - July 2007
Lipper July 2006 - April 2007
Skills
Series 6, Series 63, Mutual Funds, Financial Services, User Acceptance Testing, 401k, Client Services, Retirement, Back Office, Business Analysis, Analysis, Financial Markets, Equities, Investments
Education
University of Colorado Boulder 2002 — 2006
Economics, Economics
Jason Heinhorst's Lipper Experience January 2003 - December 2005
Job Partner at Fuse Research Network
Industry Financial Services
Experience
FUSE Research Network March 2009 - Present
Jackson National Life May 2008 - March 2009
Portico Capital Partners January 2006 - May 2008
Lipper January 2003 - December 2005
Lipper 2001 - 2003
Lipper 1998 - 2001
Lipper 1995 - 1998
Lipper 1993 - 1995
Skills
New Business Development, Sales Management, Board Presentations, Product Marketing, Business Relationship..., Strategic Planning, Partnership Development, Product Strategy, Product Launches, Market Research, Marketing Strategy, Product Development, Survey Development, Competitive Analysis, Asset Managment, Product Management, Alternative Investments, Asset Management, Sales, Management, Leadership, Business Strategy, Financial Services, Marketing, Investment Management, Analysis, Asset Allocation, ETFs
Education
University of Colorado Denver 1994 — 1996
M.S., Finance
University of Iowa 1988 — 1991
BBA, Finance
FUSE Research Network March 2009 - Present
Jackson National Life May 2008 - March 2009
Portico Capital Partners January 2006 - May 2008
Lipper January 2003 - December 2005
Lipper 2001 - 2003
Lipper 1998 - 2001
Lipper 1995 - 1998
Lipper 1993 - 1995
Skills
New Business Development, Sales Management, Board Presentations, Product Marketing, Business Relationship..., Strategic Planning, Partnership Development, Product Strategy, Product Launches, Market Research, Marketing Strategy, Product Development, Survey Development, Competitive Analysis, Asset Managment, Product Management, Alternative Investments, Asset Management, Sales, Management, Leadership, Business Strategy, Financial Services, Marketing, Investment Management, Analysis, Asset Allocation, ETFs
Education
University of Colorado Denver 1994 — 1996
M.S., Finance
University of Iowa 1988 — 1991
BBA, Finance
Kyle Folkerts, MBA's Lipper Experience May 2009 - March 2011
Job Investment Operations Analyst at Wealth Touch, Inc.
Industry Investment Management
Experience
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Nate Mellema's Lipper Experience December 2005 - March 2006
Job Financial Analysis Senior Specialist at CIGNA
Industry Insurance
Experience
Cigna October 2008 - Present
Great West Healthcare April 2006 - December 2007
Lipper December 2005 - March 2006
Skills
SAS, Access, SQL, Microsoft Office, Database Design, Data Analysis, Database Security, Report Building, Healthcare, Health Insurance, Managed Care, SAS programming, HIPAA, Insurance, Data Management, Leadership
Education
University of Denver 2001 — 2005
Bachelors of Science, Business Administration Statistics
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Science (B.S.), Statistics
The University of Queensland 2004 — 2004
exchange, Biostatistics
Cigna October 2008 - Present
Great West Healthcare April 2006 - December 2007
Lipper December 2005 - March 2006
Skills
SAS, Access, SQL, Microsoft Office, Database Design, Data Analysis, Database Security, Report Building, Healthcare, Health Insurance, Managed Care, SAS programming, HIPAA, Insurance, Data Management, Leadership
Education
University of Denver 2001 — 2005
Bachelors of Science, Business Administration Statistics
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Science (B.S.), Statistics
The University of Queensland 2004 — 2004
exchange, Biostatistics
Marilyn Leiker Katopodes's Lipper Experience February 1992 - January 2009
Job Experienced Quality Assurance Professional
Industry Financial Services
Experience
Lipper February 1992 - January 2009
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1987
Lipper February 1992 - January 2009
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1987
Heather Westerberg's Lipper Experience 2001 - Present
Job Software Developer at Lipper
Industry Program Development
Experience
Lipper 2001 - Present
Thomson Reuters 2001 - Present
Decision Consultants 2000 - 2001
MCI 1998 - 2000
Skills
C#, Web Services, SQL, Software Development, T-SQL, Microsoft SQL Server, Requirements Analysis, .NET, Agile Methodologies, Software Project..., Business Analysis, Oracle, Scrum, Java, XML, Databases
Education
Metropolitan State University of Denver 1993 — 2000
Lipper 2001 - Present
Thomson Reuters 2001 - Present
Decision Consultants 2000 - 2001
MCI 1998 - 2000
Skills
C#, Web Services, SQL, Software Development, T-SQL, Microsoft SQL Server, Requirements Analysis, .NET, Agile Methodologies, Software Project..., Business Analysis, Oracle, Scrum, Java, XML, Databases
Education
Metropolitan State University of Denver 1993 — 2000
Christopher Mickelson's Lipper Experience September 2007 - May 2008
Job Financial Reporting Project Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
ALPS Fund Services October 2011 - April 2013
ALPS Fund Services May 2008 - September 2011
Lipper September 2007 - May 2008
JPMorgan Chase November 2005 - July 2007
Skills
Mutual Funds, Financial Analysis, Securities, Financial Reporting, Customer Service
Education
University of Colorado Denver 2012 — 2015
Master of Business Administration (MBA), Specializations in Marketing and Sustainability
The College of Wooster 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
ALPS, A DST Company April 2013 - Present
ALPS Fund Services October 2011 - April 2013
ALPS Fund Services May 2008 - September 2011
Lipper September 2007 - May 2008
JPMorgan Chase November 2005 - July 2007
Skills
Mutual Funds, Financial Analysis, Securities, Financial Reporting, Customer Service
Education
University of Colorado Denver 2012 — 2015
Master of Business Administration (MBA), Specializations in Marketing and Sustainability
The College of Wooster 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
Damon Storms's Lipper Experience 1996 - 2005
Job Program Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2005 - Present
Lipper 1996 - 2005
Skills
Mutual Funds, Asset Managment, Financial Services, Alternative Investments, Securities, Wealth Management, Vendor Management, Investments, Financial Markets, Relationship Management, Leadership, Process Improvement, Program Management, Management, SDLC
Education
Colorado State University 1991 — 1995
Business, Finance
OppenheimerFunds May 2005 - Present
Lipper 1996 - 2005
Skills
Mutual Funds, Asset Managment, Financial Services, Alternative Investments, Securities, Wealth Management, Vendor Management, Investments, Financial Markets, Relationship Management, Leadership, Process Improvement, Program Management, Management, SDLC
Education
Colorado State University 1991 — 1995
Business, Finance
Gillian Kofal's Lipper Experience October 2007 - September 2008
Job Senior Oracle Developer at Lipper
Industry Financial Services
Experience
Lipper October 2007 - September 2008
Education
Colorado School of Mines 1989 — 1994
BS, Engineering, Mechanical
Lipper October 2007 - September 2008
Education
Colorado School of Mines 1989 — 1994
BS, Engineering, Mechanical
Casey Askeland's Lipper Experience October 2005 - August 2007
Job Fiduciary Analyst at ThomsonReuters
Industry Financial Services
Experience
Thomson Reuters August 2007 - Present
Lipper October 2005 - August 2007
Lipper April 2005 - October 2005
Janus Capital Group August 2004 - April 2005
Skills
Mutual Funds
Education
University of Phoenix
Bachelors of Science, Business Management
University of Arizona
Thomson Reuters August 2007 - Present
Lipper October 2005 - August 2007
Lipper April 2005 - October 2005
Janus Capital Group August 2004 - April 2005
Skills
Mutual Funds
Education
University of Phoenix
Bachelors of Science, Business Management
University of Arizona
Stuart Messier's Lipper Experience September 2000 - September 2007
Job Graphic/Web Design
Industry Design
Experience
Great-West Life November 2007 - October 2012
Lipper September 2000 - September 2007
Education
Art Institute of Colorado 2012 — 2014
Web Design
Art Institute of Colorado
Associates, Graphic Design
Great-West Life November 2007 - October 2012
Lipper September 2000 - September 2007
Education
Art Institute of Colorado 2012 — 2014
Web Design
Art Institute of Colorado
Associates, Graphic Design
Josh Martinson's Lipper Experience April 2006 - October 2008
Job Principal Market and Business Analyst at Halliburton
Industry Oil & Energy
Experience
Halliburton November 2014 - Present
Halliburton August 2013 - October 2014
Halliburton April 2012 - July 2013
Halliburton October 2010 - April 2012
Halliburton October 2008 - October 2010
Lipper April 2006 - October 2008
Granite Loan Management June 2005 - April 2006
FS Mortgage Services March 2002 - May 2005
Skills
Financial Reporting, Variance Analysis, Financial Analysis, Sarbanes-Oxley Act, Oil/Gas, Financial Modeling, Petroleum, Internal Controls, Essbase, US GAAP, SAP, Due Diligence, Auditing, General Ledger, Oil & Gas
Education
University of Colorado Denver 2007 — 2008
MBA, Finance
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Halliburton November 2014 - Present
Halliburton August 2013 - October 2014
Halliburton April 2012 - July 2013
Halliburton October 2010 - April 2012
Halliburton October 2008 - October 2010
Lipper April 2006 - October 2008
Granite Loan Management June 2005 - April 2006
FS Mortgage Services March 2002 - May 2005
Skills
Financial Reporting, Variance Analysis, Financial Analysis, Sarbanes-Oxley Act, Oil/Gas, Financial Modeling, Petroleum, Internal Controls, Essbase, US GAAP, SAP, Due Diligence, Auditing, General Ledger, Oil & Gas
Education
University of Colorado Denver 2007 — 2008
MBA, Finance
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Joanne Glosser Jaeger's Lipper Experience 1984 - 2001
Job Project Manager; Corporate Communications, Brand Management at Davis Advisors
Industry Financial Services
Experience
Davis Advisors December 2007 - Present
ING Investment Management 2001 - 2007
Lipper 1984 - 2001
Skills
Mutual Funds, Equities, Marketing, Corporate Communications, Brand Management, Internal Communications, Strategy, Financial Analysis, Management, Start-ups, Integrated Marketing, Asset Management, Investments, Portfolio Management, Social Media, Financial Services, Leadership
Education
Queens College 1978 — 1982
BS
Davis Advisors December 2007 - Present
ING Investment Management 2001 - 2007
Lipper 1984 - 2001
Skills
Mutual Funds, Equities, Marketing, Corporate Communications, Brand Management, Internal Communications, Strategy, Financial Analysis, Management, Start-ups, Integrated Marketing, Asset Management, Investments, Portfolio Management, Social Media, Financial Services, Leadership
Education
Queens College 1978 — 1982
BS
Will Branch AIFA®'s Lipper Experience 1996 - 2006
Job Investment Advisor / Research Analyst at MillenniuM Investment & Retirement Advisors
Industry Financial Services
Experience
MillenniuM Investment & Retirement Advisors March 2009 - Present
Thrivent Financial for Lutherans April 2006 - April 2008
Lipper 1996 - 2006
Skills
401k, Mutual Funds, Asset Allocation, Portfolio Management, Retirement, Investment Advisory, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services, Pensions, Financial Advisory, Equities
Education
University of Pittsburgh 1989 — 1993
BA, Economics/Finance
The Hill School
MillenniuM Investment & Retirement Advisors March 2009 - Present
Thrivent Financial for Lutherans April 2006 - April 2008
Lipper 1996 - 2006
Skills
401k, Mutual Funds, Asset Allocation, Portfolio Management, Retirement, Investment Advisory, Investments, Asset Management, Wealth Management, Retirement Planning, Financial Services, Pensions, Financial Advisory, Equities
Education
University of Pittsburgh 1989 — 1993
BA, Economics/Finance
The Hill School
Michael Sowa, CAIA's Lipper Experience April 2002 - August 2004
Job Senior Investment Analyst at Portfolio Management Consultants
Industry Investment Management
Experience
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Paula Scanland's Lipper Experience November 1994 - December 1995
Job Author "A Suffering Heart"
Industry Writing and Editing
Experience
Paula J Scanland April 2012 - Present
Susan N Janulewicz, LLC February 2010 - August 2012
OutYaGo Mountain Gear August 2007 - December 2009
KWW Designs, LLC2009 January 2009 - November 2009
Laugh and Learn Productions March 2003 - December 2006
SunGard March 1997 - August 1999
Innovest Portfolio Solutions January 1996 - February 1997
Lipper November 1994 - December 1995
Accord Medical Centers January 1993 - January 1994
Hannah Investment Company March 1990 - November 1992
Skills
Training, Newsletters, Analysis, Outlook, Customer Service, Editing, Marketing, Sales, Accounting, Software Documentation, Research, Public Speaking, Management, Public Relations, Nonprofits, Social Media
Education
University of Colorado Denver 1992 — 1995
Masters, Finance
University of Northern Colorado and Metropolitan State College 1968 — 1971
B.A, English
Paula J Scanland April 2012 - Present
Susan N Janulewicz, LLC February 2010 - August 2012
OutYaGo Mountain Gear August 2007 - December 2009
KWW Designs, LLC2009 January 2009 - November 2009
Laugh and Learn Productions March 2003 - December 2006
SunGard March 1997 - August 1999
Innovest Portfolio Solutions January 1996 - February 1997
Lipper November 1994 - December 1995
Accord Medical Centers January 1993 - January 1994
Hannah Investment Company March 1990 - November 1992
Skills
Training, Newsletters, Analysis, Outlook, Customer Service, Editing, Marketing, Sales, Accounting, Software Documentation, Research, Public Speaking, Management, Public Relations, Nonprofits, Social Media
Education
University of Colorado Denver 1992 — 1995
Masters, Finance
University of Northern Colorado and Metropolitan State College 1968 — 1971
B.A, English
HEMA DATTI's Lipper Experience April 2009 - August 2009
Job Sr. QA engineer at Centurylink Communications
Industry Computer Software
Experience
CenturyLink Business May 2010 - September 2013
Lipper April 2009 - August 2009
NAIC August 2008 - January 2009
Sprint March 2008 - July 2008
Infosys August 2006 - July 2007
Skills
QTP, Quality Center, Testing, Unix, Oracle, PL/SQL, Databases, DB2, Microsoft SQL Server, Java, COBOL, Quality Assurance, C++, CICS, LoadRunner, WinRunner, Testing Tools, Test Automation, VSAM, Agile Methodologies, Requirements Analysis, Test Planning
Education
University of Denver 2009 — 2010
MS, IT
University of Missouri-Kansas City 2008 — 2008
MS, Computer Science
vnr vignana jyothi institute of engineering and technology 2002 — 2006
ee, electrical
CenturyLink Business May 2010 - September 2013
Lipper April 2009 - August 2009
NAIC August 2008 - January 2009
Sprint March 2008 - July 2008
Infosys August 2006 - July 2007
Skills
QTP, Quality Center, Testing, Unix, Oracle, PL/SQL, Databases, DB2, Microsoft SQL Server, Java, COBOL, Quality Assurance, C++, CICS, LoadRunner, WinRunner, Testing Tools, Test Automation, VSAM, Agile Methodologies, Requirements Analysis, Test Planning
Education
University of Denver 2009 — 2010
MS, IT
University of Missouri-Kansas City 2008 — 2008
MS, Computer Science
vnr vignana jyothi institute of engineering and technology 2002 — 2006
ee, electrical
Sandra Baca's Lipper Experience April 1991 - March 2007
Job Support Specialists talented in Data Design and Social Networking, Undergraduate Student of Criminology
Industry Marketing and Advertising
Experience
St. Andrews Presbyterian Church January 2010 - Present
Arapahoe Community College August 2010 - December 2012
SouthWest Improvement Council April 2009 - July 2009
Redstone Interests, LLC 2007 - 2008
Lipper April 1991 - March 2007
Skills
Management, Branding & Identity, Microsoft Office, Research, PowerPoint, Social Media, Customer Service, Copy Editing, Adobe Creative Suite, Adobe Acrobat, Administrative..., Microsoft Excel, Microsoft Word, Mac, Data Entry, Project Management, Newsletters, Email Marketing, Software Documentation, Time Management, Creative Writing, Event Planning, Program Management, Logo Design, Fundraising, Nonprofits, Community Outreach, Training, Leadership, Marketing, Data Analysis, Team Leadership, Analysis, Budgets, Team Building, Volunteer Management, Leadership Development
Education
Metropolitan State University, Denver CO 2013 — 2014
Bachelor of Applied Science (BASc), Criminal Justice and Criminology
Arapahoe Community College 2009 — 2012
Associate of Applied Science, Criminal Justice
St. Andrews Presbyterian Church January 2010 - Present
Arapahoe Community College August 2010 - December 2012
SouthWest Improvement Council April 2009 - July 2009
Redstone Interests, LLC 2007 - 2008
Lipper April 1991 - March 2007
Skills
Management, Branding & Identity, Microsoft Office, Research, PowerPoint, Social Media, Customer Service, Copy Editing, Adobe Creative Suite, Adobe Acrobat, Administrative..., Microsoft Excel, Microsoft Word, Mac, Data Entry, Project Management, Newsletters, Email Marketing, Software Documentation, Time Management, Creative Writing, Event Planning, Program Management, Logo Design, Fundraising, Nonprofits, Community Outreach, Training, Leadership, Marketing, Data Analysis, Team Leadership, Analysis, Budgets, Team Building, Volunteer Management, Leadership Development
Education
Metropolitan State University, Denver CO 2013 — 2014
Bachelor of Applied Science (BASc), Criminal Justice and Criminology
Arapahoe Community College 2009 — 2012
Associate of Applied Science, Criminal Justice
Wil Biddle's Lipper Experience August 2005 - May 2006
Job Business Manager at University of Maryland
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign February 2014 - July 2014
Qatar Foundation July 2010 - July 2013
Qatar Foundation July 2008 - July 2010
Bloomsburg University 2006 - 2008
Trafficlink June 2006 - January 2007
Lipper August 2005 - May 2006
Skills
Training, Management, Event Planning, Public Speaking, Time Management, Residence Life, Community Outreach, Budgets, Event Management, Microsoft Office, Social Media, Social Networking, Service Learning, Editing, Marketing, Customer Service, Strategic Planning, Marketing Communications, Higher Education, International Education, Program Management, Staff Development, Recruiting, Teaching, Program Development, Academic Advising, Student Development, Leadership, Student Affairs, Leadership Development, Communication, Volunteer Management, PowerPoint, Student Engagement, Organizational..., Project Management, Teamwork, Team Leadership, International Relations, Workshop Facilitation, Tennis, Coaching & Mentoring, Nonprofits, Conflict Resolution
Education
Bloomsburg University of Pennsylvania 2006 — 2008
MBA
Green Mountain College 2002 — 2005
B.S.
University of Illinois at Urbana-Champaign February 2014 - July 2014
Qatar Foundation July 2010 - July 2013
Qatar Foundation July 2008 - July 2010
Bloomsburg University 2006 - 2008
Trafficlink June 2006 - January 2007
Lipper August 2005 - May 2006
Skills
Training, Management, Event Planning, Public Speaking, Time Management, Residence Life, Community Outreach, Budgets, Event Management, Microsoft Office, Social Media, Social Networking, Service Learning, Editing, Marketing, Customer Service, Strategic Planning, Marketing Communications, Higher Education, International Education, Program Management, Staff Development, Recruiting, Teaching, Program Development, Academic Advising, Student Development, Leadership, Student Affairs, Leadership Development, Communication, Volunteer Management, PowerPoint, Student Engagement, Organizational..., Project Management, Teamwork, Team Leadership, International Relations, Workshop Facilitation, Tennis, Coaching & Mentoring, Nonprofits, Conflict Resolution
Education
Bloomsburg University of Pennsylvania 2006 — 2008
MBA
Green Mountain College 2002 — 2005
B.S.
Christine Manning's Lipper Experience August 2006 - June 2010
Job Literacy Instructor at American Academy
Industry Higher Education
Experience
American Academy July 2014 - Present
CorePower Yoga April 2011 - Present
Steele Elementary January 2014 - June 2014
Stanley British Primary School June 2013 - June 2014
Paddington Station Preschool August 2013 - December 2013
Chick-fil-A June 2011 - June 2013
Beverage Distributors November 2010 - June 2011
Baroness Wines May 2010 - November 2010
Lipper August 2006 - June 2010
Nordstrom May 2005 - September 2005
Skills
Computer Proficiency, French, Cpr Certified, Sales, Digital Marketing, Email Marketing, Social Media Marketing, Communication, Social Media, Blogging, Marketing, Public Speaking, Customer Service, Leadership, Project Management, Management, Time Management, Event Management, Event Planning, Teaching Reading, Teaching Writing, Elementary Education
Education
University of Colorado Denver 2013 — 2015
Master of Arts (MA), Educational Psychology, emphasis in Early Literacy, 4.0
University of Colorado at Denver 2009 — 2010
Business and Marketing, 3.67
University of Colorado Boulder 2002 — 2006
Bachelors, Political Science, French
Institut Français des Alpes 2005 — 2005
French
University of San Diego 2002 — 2002
Bachelors
American Academy July 2014 - Present
CorePower Yoga April 2011 - Present
Steele Elementary January 2014 - June 2014
Stanley British Primary School June 2013 - June 2014
Paddington Station Preschool August 2013 - December 2013
Chick-fil-A June 2011 - June 2013
Beverage Distributors November 2010 - June 2011
Baroness Wines May 2010 - November 2010
Lipper August 2006 - June 2010
Nordstrom May 2005 - September 2005
Skills
Computer Proficiency, French, Cpr Certified, Sales, Digital Marketing, Email Marketing, Social Media Marketing, Communication, Social Media, Blogging, Marketing, Public Speaking, Customer Service, Leadership, Project Management, Management, Time Management, Event Management, Event Planning, Teaching Reading, Teaching Writing, Elementary Education
Education
University of Colorado Denver 2013 — 2015
Master of Arts (MA), Educational Psychology, emphasis in Early Literacy, 4.0
University of Colorado at Denver 2009 — 2010
Business and Marketing, 3.67
University of Colorado Boulder 2002 — 2006
Bachelors, Political Science, French
Institut Français des Alpes 2005 — 2005
French
University of San Diego 2002 — 2002
Bachelors
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.