Lockwood Financial

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Lockwood Financial Employees

Employee
Years
Job
Industry
James Arp James Arp Baltimore, Maryland Details
James Arp's Lockwood Financial Experience May 2002 - May 2003
Job Experienced Healthcare Sales Representatvie
Industry Pharmaceuticals
Experience
PDI, Inc.   December 2012 - Present
Dipasquale Financial   February 2012 - December 2012
Merck  January 2009 - February 2012
Schering-Plough Research Institute  May 2003 - July 2009
Lockwood Financial   May 2002 - May 2003
SEI  May 2001 - May 2002

Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Sales Effectiveness, Endocrinology, Neurology, Hospital Sales, Rheumatology, Diabetes, Product Launch, Gastroenterology, Market Access, Oncology, Managed Care, Pulmonology, Sales Operations, Sales Force Development, Immunology

Education
Penn State University   1997 — 2001
Bachelor's degree, Telecommunications

Jason Vogel Jason Vogel Greater New York City Area Details
Jason Vogel's Lockwood Financial Experience September 2005 - July 2006
Job CoHead & Senior Director Product Development
Industry Financial Services
Experience
Silver Management Group, Inc  July 2006 - Present
EZ Life LLC   August 2009 - November 2013
E*TRADE Financial  May 2011 - September 2013
Fiserv  April 2010 - October 2011
Merrill Lynch  June 2010 - June 2011
JP Morgan  October 2008 - April 2010
Bear Stearns  April 2008 - October 2008
TD Ameritrade (T2)   July 2006 - January 2008
Lockwood Financial   September 2005 - July 2006
Ruby Digital, Inc   August 2003 - September 2005

Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management

Education
The University of Kansas   1994 — 1996
BS

Johnson County Community College   1991 — 1994

Edward Lowndes Edward Lowndes Greater San Diego Area Details
Edward Lowndes's Lockwood Financial Experience 2002 - 2003
Job Director of Operations at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc.  May 2014 - Present
First Foundation Inc.  July 2013 - May 2014
Rice Hall James & Associates, LLC   July 2010 - June 2013
Brandes Investment Partners  January 2007 - June 2009
Brandes Investment Partners  December 2003 - December 2006
Lockwood Financial   2002 - 2003
Lockwood Financial   2001 - 2002
Lockwood Financial   2000 - 2001
Vanguard  2000 - 2000
Vanguard  1999 - 2000

Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds

Education
United States Merchant Marine Academy   1985 — 1990
Bachelor of Science (B.S.), Marine Engineering

Brendan Naughton, CIMC® Brendan Naughton, CIMC® Greater Philadelphia Area Details
Brendan Naughton, CIMC®'s Lockwood Financial Experience December 1996 - April 2001
Job Principal at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management  May 2009 - Present
The Haverford Trust Company  October 2007 - May 2009
Sage Advisory  May 2001 - October 2007
Lockwood Financial   December 1996 - April 2001
Dean Witter Reynolds  January 1996 - December 1996
BHC Securities  March 1994 - January 1996

Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking

Education
Saint Joseph's University   2003 — 2006
MBA, Finance

Kutztown University of Pennsylvania   1989 — 1993
BSBA, Finance / International Business

Archbishop Carroll   1985 — 1989
High School

Kevin Galligan Kevin Galligan New York, New York Details
Kevin Galligan's Lockwood Financial Experience 2000 - 2006
Job President of Touch Lab
Industry Internet
Experience
Touch Lab  January 2011 - Present
Droidcon NYC   September 2014 - Present
Diesel America   2003 - Present
New York Android Developers   August 2011 - Present
Adventeur   March 2012 - March 2012
Research & Response   January 2010 - January 2012
Partiy Energy   April 2007 - August 2010
Medical Research Forum   August 2006 - June 2010
Lockwood Financial   2000 - 2006
Informz  1998 - 1999

Skills
Android Development, JavaScript, Web Development, Database Design, Databases, Java, Python, Programming, Android, Software Development, Agile Methodologies, Software Project..., Visual Studio, WordPress, jQuery, SQL, Start-ups, Git, HTML 5, HTML, Microsoft SQL Server, MySQL, Web Applications, REST, PHP, Ruby on Rails, Linux, CSS, Mobile Applications, Objective-C, Ruby, OOP, Metallurgy, Kung Fu, Subversion, JSON, Alchemy, Archery, HTML5

Education
City University of New York City College   2011 — 2012
Apparently they wanted me to get another Bachelor's, Computer Science

Colgate University   1994 — 1998
BA, Computer Science

Phillip Fournier Phillip Fournier Overland Park, Kansas Details
Phillip Fournier's Lockwood Financial Experience 1997 - 2002
Job Senior Vice President
Industry Financial Services
Experience
Waddell & Reed  May 2011 - Present
Spire Investment Partners  February 1997 - July 2011
Spire Investment Partners  2009 - 2010
Spire Investment Partners  1997 - 2009
Lockwood Financial   1997 - 2002

Education
George Mason University   1993 — 1995
BS, Business

Jenny Eves Jenny Eves Greater Philadelphia Area Details
Jenny Eves's Lockwood Financial Experience September 2004 - November 2007
Job Client Service Associate
Industry Financial Services
Experience
Aberdeen Asset Management  November 2010 - February 2014
West Capital Management  November 2007 - November 2010
Lockwood Financial   September 2004 - November 2007

Skills
Series 7, Client Service Oriented, Relationship Management, Investments, Wealth Management

Education
Lycoming College   1997 — 2001
Bachelor's degree, Business Administration and Management, General

Jack Fatica Jack Fatica Greater Philadelphia Area Details
Jack Fatica's Lockwood Financial Experience 1998 - 2003
Job Vice President, Director DCIO at PNC Asset Management
Industry Financial Services
Experience
PNC Asset Management  April 2013 - Present
PNC Wealth Management  January 2004 - April 2013
Lockwood  1999 - 2003
Lockwood Financial   1998 - 2003

Skills
Equities, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Asset Management

Education
Temple University   1993 — 1997
BS, Business

Temple University - Fox School of Business and Management

Karl Krietsch, CIMA® Karl Krietsch, CIMA® Greater Philadelphia Area Details
Karl Krietsch, CIMA®'s Lockwood Financial Experience August 1998 - July 2003
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Asset Management  2003 - Present
Lockwood Financial   August 1998 - July 2003

Education
University of Pennsylvania - The Wharton School   2010 — 2010
CIMA, Certified Investment Management Analyst

James Madison University   1991 — 1995
Bachelor of Business Administation, Finance

Rebecca Brannon Rebecca Brannon Dallas/Fort Worth Area Details
Rebecca Brannon's Lockwood Financial Experience 2001 - 2007
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2011 - Present
Oppenheimer & Co., Inc.   March 2009 - January 2011
Stanford Financial Group  March 2008 - February 2009
Lockwood Financial   2001 - 2007

Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA

Education
Richland Community College

Ted Wozniak, CFA Ted Wozniak, CFA Wayne, Pennsylvania Details
Ted Wozniak, CFA's Lockwood Financial Experience April 2000 - June 2004
Job Investment Director at RS Investments
Industry Financial Services
Experience
RS Investments  January 2009 - Present
PLANCO/Hartford Mutual Funds   June 2004 - December 2008
Lockwood Financial   April 2000 - June 2004

Skills
Charter Financial..., Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Equities, Investment Strategies

Education
King's College   1992 — 1996
Bachelor of Science, Finance