Lipper Analytical Services

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Lipper Analytical Services Employees

Employee
Years
Job
Industry
Bryant Noice Bryant Noice Greater Minneapolis-St. Paul Area Details
Bryant Noice's Lipper Analytical Services Experience October 1996 - August 2000
Job Group Manager at Target
Industry Information Technology and Services
Experience
Target  August 2014 - Present
Target  September 2011 - August 2014
Homeownership Preservation Foundation  May 2011 - August 2011
Target  February 2008 - April 2011
Target  June 2006 - January 2008
Starwood Hotels  October 2004 - May 2006
Teletech, Corp  September 2000 - October 2004
Lipper Analytical Services   October 1996 - August 2000

Skills
Strategic Planning, Enterprise Architecture, Team Building, M&A experience, Technical Architecture, Technical Leadership, Driving Results, Offshore Software..., Project Governance, Vendor Management, SOA, Team Leadership, Business Process..., Software Development, Solution Architecture, IT Strategy, Mergers & Acquisitions, Program Management, Cloud Computing, Enterprise Software, Process Improvement, SDLC

Education
Boston University   1990 — 1994
BA

Michael Weiss, CFA Michael Weiss, CFA Pennington, New Jersey Details
Michael Weiss, CFA's Lipper Analytical Services Experience 1993 - 1997
Job
Industry Education Management
Experience
Series 7 Exam Tutor   2011 - Present
Managers Investment Group  2008 - 2011
Timeless Capital Management   2005 - 2008
Evergreen Investments  2002 - 2005
Merrill Lynch Investment Managers  1997 - 2002
Lipper Analytical Services   1993 - 1997
Value Line  1991 - 1992

Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   1995 — 1998
MBA, Finance & Investments

Maureen Tauriello, M.A, Maureen Tauriello, M.A, Greater New York City Area Details
Maureen Tauriello, M.A,'s Lipper Analytical Services Experience 1990 - 1999
Job Parish Secretary at St. Agnes Church
Industry Higher Education
Experience
St. Agnes Church  September 2015 - Present
St. Joseph Roman Catholic Church Maplewood   February 2011 - Present
Drew University  1999 - July 2010
Lipper Analytical Services   1990 - 1999

Skills
Event Management, Microsoft Office, Non-profits, Community Outreach, Writing, Public Relations, Event Planning, Time Management, Nonprofits, Volunteer Management, Grant Writing, Higher Education, Blogging, Management, Social Media, Leadership, Social Networking

Education
Drew University   2005 — 2012
M.A., Liturgical Studies

Felician College   2002 — 2005
Liturgical Studies

Seton Hall University   1971 — 1975
BS, Education

Columbia High School   1969 — 1971

Jeanne Chun-Turano Jeanne Chun-Turano San Francisco Bay Area Details
Jeanne Chun-Turano's Lipper Analytical Services Experience September 1987 - November 1989
Job Investment Treasury Accountant at The San Francisco Foundation
Industry Financial Services
Experience
The San Francisco Foundation  July 2013 - Present
The JF Kapnek Trust   October 2008 - Present
Philips Electronics N. A. Corp   November 1989 - August 2008
Lipper Analytical Services   September 1987 - November 1989

Skills
Fund Administration, Fund Accounting, Financial Accounting, Financial Analysis, Business Development, Operations Management, Pension Administration, Trust Management, Marketing, Research, Account Reconciliation, Grant Administration, Financial Audits, A-133, Business Analysis, New Business Development, Investments, RFP, Customer Service, Fundraising, Budgets, Banking, QuickBooks, Microsoft Office, Microsoft Excel, Databases, Landscape Design, Financial Statements, Accounting

Education
New York Botanical Garden   2005 — 2007
Certificate, Landscape Design

Pace University - Lubin School of Business   1986 — 1989
MBA, International Business-Marketing

University of Hawaii at Manoa   1981 — 1985
BBA, International Business-Marketing

Joseph Losak II, CPA Joseph Losak II, CPA Greater Philadelphia Area Details
Joseph Losak II, CPA's Lipper Analytical Services Experience 1990 - 1992
Job General Manager, Accounting & Financial Reporting at South Jersey Gas Company
Industry Utilities
Experience
South Jersey Gas Company (a subsidiary of South Jersey Industries)   February 2013 - Present
South Jersey Industries  2008 - March 2013
Parente Randolph  2005 - 2008
Self Employed  1995 - 2005
Price Waterhouse Coopers  1992 - 1995
Lipper Analytical Services   1990 - 1992

Skills
CPA

Education
Pace University - Lubin School of Business
MBA, Accounting and Financial Management

University of Michigan
BA, Economics

Ludmila Chwazik Ludmila Chwazik Greater New York City Area Details
Ludmila Chwazik's Lipper Analytical Services Experience 1994 - 1996
Job VP, Legal and Compliance at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  June 2014 - Present
APG Asset Management US Inc.  January 2010 - June 2014
SEI Investments  2006 - 2009
Stark & Stark  2005 - 2006
US Securities and Exchange Commission  1999 - 2004
Lipper Analytical Services   1994 - 1996
Standard & Poor's   1989 - 1994

Skills
Securities, Securities Regulation, Corporate Governance, Investments, Risk Management, Mutual Funds, FINRA

Education
University of Colorado School of Law   1995 — 1998
Doctor of Law (J.D.), Accounting

La Sierra University   1980 — 1984
B.S., Accounting

Melissa Dallum Melissa Dallum Greater Denver Area Details
Melissa Dallum's Lipper Analytical Services Experience September 1990 - January 1993
Job Senior Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight  May 2014 - Present
Lipper, A Thomson Reuters Company  May 2013 - May 2014
Lipper, A Thomson Reuters Company  March 2012 - May 2013
Lipper, A Thomson Reuters Company  October 2004 - March 2012
Absolutely in Stitches   June 1995 - December 2004
Lipper Analytical Services   September 1990 - January 1993
Regis College  August 1989 - May 1990
National Conference of State Legislatures  January 1989 - August 1989

Skills
Project Management, Analysis, Client Relationship..., Mutual Funds, Research, Board Presentations, Writing Skills, Attention To Detail, Able To Multi-task, CRM, Training, Business Analysis, Data Analysis, Due Diligence, Financial Services, Leadership, Management, Team Leadership

Education
Regis College   1986 — 1990
B.S with Honors, Mathematics

Regis College   1986 — 1990
B.A with Honors, French

Arvada West High School   1983 — 1986

Leslie J. Kancir Leslie J. Kancir United States Details
Leslie J. Kancir's Lipper Analytical Services Experience September 1992 - January 1996
Job Acupuncturist at Phoenix Rising Acupuncture
Industry Medical Practice
Experience
Phoenix Rising Acupuncture   November 2003 - Present
Standard & Poor's   December 1997 - May 2000
Lipper Analytical Services   September 1992 - January 1996

Skills
Acupuncture, Traditional Chinese..., Chinese Herbal Medicine, Cupping, Fertility, Investment Analysis, Human Resource...

Education
Southwest Acupuncture College   2000 — 2003
MSOM, Chinese Medicine Acupuncture Herbs

University of Colorado at Denver   1995 — 1996
Master's of Science, Finance

Jenny Douglass Jenny Douglass Greater Denver Area Details
Jenny Douglass's Lipper Analytical Services Experience 1997 - 2001
Job Treasury/ Tax Manager at Wagner Equipment
Industry Machinery
Experience
Wagner Equipment  January 2011 - Present
Wagner International, LLC   May 2001 - May 2012
Wagner Equipment  May 2006 - December 2010
Wagner Equipment  January 2004 - May 2006
Wagner Equipment  May 2001 - December 2003
Lipper Inc  1997 - 2001
Lipper Analytical Services   1997 - 2001

Skills
Cash Management, Accounting, Business Analysis, Team Building, Budgets, Financial Reporting, Financial Modeling, Treasury, Cash Flow, Forecasting, Project Management, Process Improvement, Contract Negotiation, Financial Analysis, Contract Management, Strategic Planning, Management, Auditing, Leadership

Education
World Trade Center Institute   2007 — 2010
Certificate in International Trade, International Trade

Wagner Equipment Co. Leadership Program   2004 — 2006
Certificate of Completion, Leadership / Management / Customer Service / Staff Development / Parts & Service

Caterpillar University   2004 — 2004
6 Sigma Black Belt

University of Northern Colorado   1993 — 1997
BS, Accounting

Horizon
Diploma

Rich Carney, CFA Rich Carney, CFA Greater Denver Area Details
Rich Carney, CFA's Lipper Analytical Services Experience May 1994 - January 1997
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  March 2015 - Present
Gerlach, Way, Scarth & Associates   May 2014 - February 2015
Platte River Capital  June 2009 - November 2013
The Boston Company Asset Management, LLC  September 2007 - January 2009
Silvergate Capital Management   August 2004 - August 2007
Invesco US  January 2000 - June 2004
Fidelity Investments  January 1997 - January 2000
Lipper Analytical Services   May 1994 - January 1997

Education
Northeastern University   1998 — 2000
Master's degree, Finance, General

Rutgers University-New Brunswick   1988 — 1991
Bachelor of Arts (B.A.), Economics