Lipper Inc
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
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Lipper Inc Employees
Employee
Years
Job
Industry
Dennis Ralph Place Dennis Ralph Place's Lipper Inc Experience August 1997 - September 2001
Job Supervisor, Portfolio Surveillance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds, Inc. February 2004 - August 2010
Lipper Inc. August 1997 - September 2001
Skills
Mutual Funds, Securities, Equities, Hedge Funds, AML, Alternative Investments, Fixed Income, Financial Services, Capital Markets, Derivatives, Asset Management, Investments, Securities Regulation, Financial Markets, Fund Administration
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science, Finance
Regis University
Masters of Business Administration, Finance and Accounting
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds, Inc. February 2004 - August 2010
Lipper Inc. August 1997 - September 2001
Skills
Mutual Funds, Securities, Equities, Hedge Funds, AML, Alternative Investments, Fixed Income, Financial Services, Capital Markets, Derivatives, Asset Management, Investments, Securities Regulation, Financial Markets, Fund Administration
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science, Finance
Regis University
Masters of Business Administration, Finance and Accounting
Trevor Lucas Trevor Lucas's Lipper Inc Experience February 2002 - August 2003
Job Director, Partner Management at Ancestry.com
Industry Internet
Experience
Ancestry.com March 2015 - Present
Transamerica June 2013 - February 2015
Blue Shield of California May 2007 - May 2013
Blue Shield of California May 2006 - May 2007
Blue Shield of California March 2005 - April 2006
PacifiCare of Colorado August 2003 - February 2005
Lipper Inc February 2002 - August 2003
PricewaterhouseCoopers 1999 - 2002
Skills
Vendor Management, Management, Contract Negotiation, BPO, Governance, Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Cross-functional Team..., Program Management, Forecasting, Change Management, Outsourcing, Analysis, Financial Reporting, Operations Management, Management Consulting, Strategy, Finance, Leadership, Risk Management, Performance Management
Education
University of Colorado at Denver
Masters, Business Administration
Brigham Young University 1995 — 1999
Bachelor of Science (BS), Accounting
Ancestry.com March 2015 - Present
Transamerica June 2013 - February 2015
Blue Shield of California May 2007 - May 2013
Blue Shield of California May 2006 - May 2007
Blue Shield of California March 2005 - April 2006
PacifiCare of Colorado August 2003 - February 2005
Lipper Inc February 2002 - August 2003
PricewaterhouseCoopers 1999 - 2002
Skills
Vendor Management, Management, Contract Negotiation, BPO, Governance, Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Cross-functional Team..., Program Management, Forecasting, Change Management, Outsourcing, Analysis, Financial Reporting, Operations Management, Management Consulting, Strategy, Finance, Leadership, Risk Management, Performance Management
Education
University of Colorado at Denver
Masters, Business Administration
Brigham Young University 1995 — 1999
Bachelor of Science (BS), Accounting
Jerry Jakubovic Jerry Jakubovic's Lipper Inc Experience December 2007 - August 2008
Job Juris Doctor Candidate
Industry Law Practice
Experience
Office of the New York State Attorney General June 2015 - July 2015
Olshan Frome Wolosky LLP March 2013 - August 2014
DAUBER LAW GROUP, LLC September 2008 - March 2013
ALGORITHMIC TRADING MANAGEMENT, LLC June 2010 - August 2010
LIPPER INC. December 2007 - August 2008
Skills
Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing
Education
New York Law School 2014 — 2017
Juris Doctor (J.D.), Intellectual Property and Entertainment Law
Tulane University
Neuro-Philosophy, Law, Morality & Society
University of Sydney
International Business
Office of the New York State Attorney General June 2015 - July 2015
Olshan Frome Wolosky LLP March 2013 - August 2014
DAUBER LAW GROUP, LLC September 2008 - March 2013
ALGORITHMIC TRADING MANAGEMENT, LLC June 2010 - August 2010
LIPPER INC. December 2007 - August 2008
Skills
Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing
Education
New York Law School 2014 — 2017
Juris Doctor (J.D.), Intellectual Property and Entertainment Law
Tulane University
Neuro-Philosophy, Law, Morality & Society
University of Sydney
International Business
Riley Sommer's Lipper Inc Experience January 2001 - July 2001
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
Marianne Hee's Lipper Inc Experience 2005 - 2007
Job Sales Consultant at Atlantic Wine & Spirits
Industry Food & Beverages
Experience
Atlantic Wine & Spirits October 2008 - January 2010
Lipper Inc 2005 - 2007
Georgeson Shareholder Communications 1994 - 2002
Education
University of Florida
Business Administration, Marketing
Atlantic Wine & Spirits October 2008 - January 2010
Lipper Inc 2005 - 2007
Georgeson Shareholder Communications 1994 - 2002
Education
University of Florida
Business Administration, Marketing
Marc Solome's Lipper Inc Experience August 2004 - October 2006
Job Sr. Analyst, Client Strategy
Industry Telecommunications
Experience
Comcast September 2012 - Present
tw telecom, inc. September 2011 - October 2012
Level 3 Communications February 2010 - September 2011
DIRECTV October 2008 - December 2009
Starz Entertainment October 2006 - October 2008
Lipper Inc. August 2004 - October 2006
Skills
Pricing, Pricing Strategy, Pricing Analysis, Pricing Negotiation, Financial Analysis, Cost Analysis, Cost Management, Vendor Relations, Vendor Management, Contract Negotiation, Contractual Agreements, Negotiation, Change Management, Root Cause Analysis, Accounting, Account Management, Budgeting, Accruals, Sales Support, Sales Management, Forecasting, Multitasker, Customer Relations, Customer Retention, Customer Acquisition, SAS, Ethernet, MPLS, IP VPN, SIP Trunking, Long Distance, Wholesale, Point to Point, VoIP, Co-location, Managed Services, Budgets, Analysis, Analytics, Business Development, Cross-functional Team..., Customer Experience, Sales Operations, Strategy, Telecommunications..., Telecommunications
Education
Regis University 2005 — 2007
MBA, Finance and Accounting
University of Colorado Denver 1999 — 2004
B.S., International Business
Comcast September 2012 - Present
tw telecom, inc. September 2011 - October 2012
Level 3 Communications February 2010 - September 2011
DIRECTV October 2008 - December 2009
Starz Entertainment October 2006 - October 2008
Lipper Inc. August 2004 - October 2006
Skills
Pricing, Pricing Strategy, Pricing Analysis, Pricing Negotiation, Financial Analysis, Cost Analysis, Cost Management, Vendor Relations, Vendor Management, Contract Negotiation, Contractual Agreements, Negotiation, Change Management, Root Cause Analysis, Accounting, Account Management, Budgeting, Accruals, Sales Support, Sales Management, Forecasting, Multitasker, Customer Relations, Customer Retention, Customer Acquisition, SAS, Ethernet, MPLS, IP VPN, SIP Trunking, Long Distance, Wholesale, Point to Point, VoIP, Co-location, Managed Services, Budgets, Analysis, Analytics, Business Development, Cross-functional Team..., Customer Experience, Sales Operations, Strategy, Telecommunications..., Telecommunications
Education
Regis University 2005 — 2007
MBA, Finance and Accounting
University of Colorado Denver 1999 — 2004
B.S., International Business
Jeffrey C. Keil's Lipper Inc Experience October 1990 - July 2005
Job Owner, Keil Fiduciary Strategies LLC
Industry Management Consulting
Experience
Keil Fiduciary Strategies LLC July 2005 - Present
Lipper Inc. October 1990 - July 2005
Standard & Poor's 1983 - 1990
Skills
Alternative Investments, Securities, Due Diligence, Vendor Management, Program Management, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Executive Management
Education
University of Colorado at Boulder 1976 — 1982
Bachelor of Arts (B.A.), Economics, Psychology
Keil Fiduciary Strategies LLC July 2005 - Present
Lipper Inc. October 1990 - July 2005
Standard & Poor's 1983 - 1990
Skills
Alternative Investments, Securities, Due Diligence, Vendor Management, Program Management, Financial Analysis, Financial Services, Portfolio Management, Analysis, Fixed Income, Executive Management
Education
University of Colorado at Boulder 1976 — 1982
Bachelor of Arts (B.A.), Economics, Psychology
Nick Ratanasin's Lipper Inc Experience October 2004 - March 2005
Job Senior Principal Consultant at Oracle
Industry
Experience
Oracle July 2011 - Present
Northrop Grumman Corporation April 2005 - July 2011
Lipper, Inc October 2004 - March 2005
Agilent Technologies February 2000 - January 2004
Skills
Oracle, Databases, High Availability, DoD, Architectures, Unix, Shell Scripting, Requirements Analysis, Solaris, Perl, Agile Methodologies, XML, SQL, PL/SQL, Data Modeling, Performance Tuning, Systems Engineering, Database Design, Linux, Enterprise Architecture, Cloud Computing, Data Center, Disaster Recovery, Security
Education
University of Colorado at Denver 2006 — 2009
M.S., Computer Science
Oklahoma Christian University 1994 — 1999
B.S., Computer Information Systems
Oracle July 2011 - Present
Northrop Grumman Corporation April 2005 - July 2011
Lipper, Inc October 2004 - March 2005
Agilent Technologies February 2000 - January 2004
Skills
Oracle, Databases, High Availability, DoD, Architectures, Unix, Shell Scripting, Requirements Analysis, Solaris, Perl, Agile Methodologies, XML, SQL, PL/SQL, Data Modeling, Performance Tuning, Systems Engineering, Database Design, Linux, Enterprise Architecture, Cloud Computing, Data Center, Disaster Recovery, Security
Education
University of Colorado at Denver 2006 — 2009
M.S., Computer Science
Oklahoma Christian University 1994 — 1999
B.S., Computer Information Systems
Jenny Douglass's Lipper Inc 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
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
Thomas Yednak's Lipper Inc Experience November 2009 - February 2012
Job Senior Citrix Engineer, LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Lender Processing Services, Inc. (LPS) February 2012 - June 2012
Lipper Inc November 2009 - February 2012
Lipper Inc May 2002 - November 2009
Education
Westwood College - Denver North
Associates Degree, Computer Network Engineering
Florida State University
Bachelor of Science, Management Information Systems
LPL Financial June 2012 - Present
Lender Processing Services, Inc. (LPS) February 2012 - June 2012
Lipper Inc November 2009 - February 2012
Lipper Inc May 2002 - November 2009
Education
Westwood College - Denver North
Associates Degree, Computer Network Engineering
Florida State University
Bachelor of Science, Management Information Systems
Stacey Pew's Lipper Inc Experience May 2000 - February 2002
Job Chief Financial Officer at Centennial Lending, LLC
Industry Financial Services
Experience
Centennial Lending, LLC May 2005 - Present
Centennial Lending, LLC August 2004 - May 2005
United Members Mortgage February 2003 - August 2004
Colorado United Credit Union February 2002 - February 2003
Lipper Inc May 2000 - February 2002
Valley Bank & Trust February 2000 - May 2000
Valley Bank & Trust November 1997 - February 2000
Skills
Financial Analysis, Finance, Banking, Risk Management, Credit Analysis, Management, Accounting, Customer Service, Executive Management, ADP Payroll, Benefits Administration, Benefits Negotiation, QuickBooks, Peachtree, Human Resources, Facilities Management
Education
Metropolitan State University of Denver 1995 — 2000
Bachelor's degree, Accounting
Centennial Lending, LLC May 2005 - Present
Centennial Lending, LLC August 2004 - May 2005
United Members Mortgage February 2003 - August 2004
Colorado United Credit Union February 2002 - February 2003
Lipper Inc May 2000 - February 2002
Valley Bank & Trust February 2000 - May 2000
Valley Bank & Trust November 1997 - February 2000
Skills
Financial Analysis, Finance, Banking, Risk Management, Credit Analysis, Management, Accounting, Customer Service, Executive Management, ADP Payroll, Benefits Administration, Benefits Negotiation, QuickBooks, Peachtree, Human Resources, Facilities Management
Education
Metropolitan State University of Denver 1995 — 2000
Bachelor's degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.