Lord Abbett
Industry: Private investment management company
DescriptionLord, Abbett & Co. LLC is an independent, privately held investment manager headquartered in Jersey City, New Jersey. The firm offers a variety of fixed−income and equity strategies to individual and institutional investors. Headquarters: Jersey City, New Jersey, United States Founded: 1929 Key person: Daria L. Foster Subsidiaries: Lord Abbett Distributor LLC, Lord Abbett Limited, Type of business: Privately held company
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Lord Abbett Employees
Employee
Years
Job
Industry
Jason Port Jason Port's Lord Abbett Experience July 2013 - February 2015
Job Wealth Management Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers March 2015 - Present
Lord Abbett July 2013 - February 2015
Glenmede December 2012 - January 2013
Glenmede June 2012 - August 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning
Education
Franklin & Marshall College 2009 — 2013
Cohen & Steers March 2015 - Present
Lord Abbett July 2013 - February 2015
Glenmede December 2012 - January 2013
Glenmede June 2012 - August 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning
Education
Franklin & Marshall College 2009 — 2013
Scott Herdemian Scott Herdemian's Lord Abbett Experience September 2011 - March 2014
Job Vice President Sales at Smead Capital Management
Industry Financial Services
Experience
Smead Capital Management March 2014 - Present
Lord Abbett September 2011 - March 2014
Skills
Investments, Fixed Income, Equities, Bloomberg, Hedge Funds, Microsoft Excel, Public Relations, Series 63, Marketing, Microsoft Office, Asset Management, Mutual Funds, Series 7, Financial Analysis, Portfolio Management, Sales
Education
Villanova University 2007 — 2011
Bachelor of Arts, Economics
Boston University
BU Sydney Internship Program, Economics, Politics and Culture
Smead Capital Management March 2014 - Present
Lord Abbett September 2011 - March 2014
Skills
Investments, Fixed Income, Equities, Bloomberg, Hedge Funds, Microsoft Excel, Public Relations, Series 63, Marketing, Microsoft Office, Asset Management, Mutual Funds, Series 7, Financial Analysis, Portfolio Management, Sales
Education
Villanova University 2007 — 2011
Bachelor of Arts, Economics
Boston University
BU Sydney Internship Program, Economics, Politics and Culture
Lovey Morse, CFA Lovey Morse, CFA's Lord Abbett Experience July 2007 - Present
Job Research Analyst (Int'l Consumer and Retail) at Lord Abbett
Industry Investment Management
Experience
Lord Abbett July 2007 - Present
Federated Investors June 2000 - June 2007
Skills
Hedge Funds, Alternative Investments, Equity Valuation, Valuation, Asset Management, Capital Markets, Investment Strategies, Investments, Financial Analysis, Financial Modeling, Trading, Equities, Securities, Portfolio Management, Asset Managment, Private Equity, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
The George Washington University
Bachelor of Business Administration (BBA), International Business, French
Lord Abbett July 2007 - Present
Federated Investors June 2000 - June 2007
Skills
Hedge Funds, Alternative Investments, Equity Valuation, Valuation, Asset Management, Capital Markets, Investment Strategies, Investments, Financial Analysis, Financial Modeling, Trading, Equities, Securities, Portfolio Management, Asset Managment, Private Equity, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
The George Washington University
Bachelor of Business Administration (BBA), International Business, French
John Kosecoff John Kosecoff's Lord Abbett Experience 1990 - 1992
Job Vice President, U.S. Corporate Development & Strategy
Industry Financial Services
Experience
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Catherine Winner Catherine Winner's Lord Abbett Experience October 2004 - February 2013
Job Vice President, Corporate Governance at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2015 - Present
Lord Abbett & Co LLC January 2013 - February 2015
Lord Abbett October 2004 - February 2013
Skills
Mutual Funds, Due Diligence, Risk Management, Corporate Actions, Bloomberg, Corporate Governance, Proxy Voting
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
MBA, Finance
Colgate University 1998 — 2002
BA, Economics
Morgan Stanley Investment Management February 2015 - Present
Lord Abbett & Co LLC January 2013 - February 2015
Lord Abbett October 2004 - February 2013
Skills
Mutual Funds, Due Diligence, Risk Management, Corporate Actions, Bloomberg, Corporate Governance, Proxy Voting
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
MBA, Finance
Colgate University 1998 — 2002
BA, Economics
Lindley Hollender's Lord Abbett Experience July 2008 - September 2009
Job Private Wealth Analyst Investments
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch November 2011 - June 2014
United Nations Conference on Trade and Development March 2011 - November 2011
World Health Organization September 2010 - March 2011
Lord Abbett July 2008 - September 2009
DLA Piper February 2007 - May 2007
Education
University of London 2009 — 2010
MSc, International Management
Boston University Questrom School of Business 2004 — 2008
BS in Business Administration, Business Law, International Management, Spanish
Merrill Lynch June 2014 - Present
Merrill Lynch November 2011 - June 2014
United Nations Conference on Trade and Development March 2011 - November 2011
World Health Organization September 2010 - March 2011
Lord Abbett July 2008 - September 2009
DLA Piper February 2007 - May 2007
Education
University of London 2009 — 2010
MSc, International Management
Boston University Questrom School of Business 2004 — 2008
BS in Business Administration, Business Law, International Management, Spanish
Bart Kresse Bart Kresse's Lord Abbett Experience January 2003 - February 2008
Job Account Executive @ M&T Insurance Agency
Industry Financial Services
Experience
M&T Bank February 2008 - Present
Lord Abbett January 2003 - February 2008
Citigroup August 2000 - January 2003
ActivityNet January 2000 - August 2000
JP Morgan Chase August 1998 - January 2000
Skills
Management, Strategic Planning, Product Management, E-commerce, Strategy, Integrated Marketing, Marketing, Project Management
Education
Georgetown University 1994 — 1998
BA, English; Spanish
M&T Bank February 2008 - Present
Lord Abbett January 2003 - February 2008
Citigroup August 2000 - January 2003
ActivityNet January 2000 - August 2000
JP Morgan Chase August 1998 - January 2000
Skills
Management, Strategic Planning, Product Management, E-commerce, Strategy, Integrated Marketing, Marketing, Project Management
Education
Georgetown University 1994 — 1998
BA, English; Spanish
Frederick M. Roughan, CIMA Frederick M. Roughan, CIMA's Lord Abbett Experience 2010 - 2011
Job Senior Consultant at The McNamara Group LLC
Industry Investment Management
Experience
The McNamara Group LLC July 2011 - Present
Lord Abbett 2010 - 2011
Lord Abbett 2006 - 2010
Lord Abbett 1999 - 2006
Lynch & Mayer 1996 - 1999
Brown Brothers Harriman 1995 - 1996
Schaenen Wood & Associates 1989 - 1995
Skills
Separately Managed..., Unified Managed Accounts, Mutual Funds, Retirement, Leadership, Consensus Building, Product Management, Platform Development, Market Analysis, Business Strategy, Strategy Execution, Project Management, Product Development, Product Marketing, Risk Assessment, Team Building, Relationship Management, Customer Service, Managing Accounts, Wealth Management..., Portfolio Management, Alternative Investments, Asset Management, Financial Services, Management, Equities, Fixed Income, Investments, Asset Allocation
Education
Adelphi University 1986 — 1989
BBA, Management
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
The McNamara Group LLC July 2011 - Present
Lord Abbett 2010 - 2011
Lord Abbett 2006 - 2010
Lord Abbett 1999 - 2006
Lynch & Mayer 1996 - 1999
Brown Brothers Harriman 1995 - 1996
Schaenen Wood & Associates 1989 - 1995
Skills
Separately Managed..., Unified Managed Accounts, Mutual Funds, Retirement, Leadership, Consensus Building, Product Management, Platform Development, Market Analysis, Business Strategy, Strategy Execution, Project Management, Product Development, Product Marketing, Risk Assessment, Team Building, Relationship Management, Customer Service, Managing Accounts, Wealth Management..., Portfolio Management, Alternative Investments, Asset Management, Financial Services, Management, Equities, Fixed Income, Investments, Asset Allocation
Education
Adelphi University 1986 — 1989
BBA, Management
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Tiffany James's Lord Abbett Experience 2003 - 2006
Job Bain Capital
Industry Financial Services
Experience
Bain Capital September 2009 - Present
AgencyRx 2006 - 2009
Lord Abbett 2003 - 2006
Skills
Social Media, PowerPoint, Outlook, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Marketing, Email Marketing, Research, Administrative..., Editing, Investor Relations, Private Equity, Venture Capital, Hedge Funds, Data Analysis, trav, Fundraising, Business Development
Education
Boston University 1998 — 2002
BS, Health and Human Services, Rehabilitation Counseling
Bain Capital September 2009 - Present
AgencyRx 2006 - 2009
Lord Abbett 2003 - 2006
Skills
Social Media, PowerPoint, Outlook, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Marketing, Email Marketing, Research, Administrative..., Editing, Investor Relations, Private Equity, Venture Capital, Hedge Funds, Data Analysis, trav, Fundraising, Business Development
Education
Boston University 1998 — 2002
BS, Health and Human Services, Rehabilitation Counseling
Melissa Wyble Melissa Wyble's Lord Abbett Experience November 2011 - May 2013
Job Institutional Client Group at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2013 - Present
Lord Abbett November 2011 - May 2013
Lord Abbett October 2011 - November 2011
Lord Abbett December 2009 - October 2011
Manning & Napier Advisors August 2008 - September 2009
Skills
Series 7
Education
Binghamton University - School of Management 2004 — 2008
B.S, Finance, Marketing
Neuberger Berman May 2013 - Present
Lord Abbett November 2011 - May 2013
Lord Abbett October 2011 - November 2011
Lord Abbett December 2009 - October 2011
Manning & Napier Advisors August 2008 - September 2009
Skills
Series 7
Education
Binghamton University - School of Management 2004 — 2008
B.S, Finance, Marketing
Fabiola Scarbrough Fabiola Scarbrough's Lord Abbett Experience December 2004 - January 2007
Job Owner at Fabipops
Industry Management Consulting
Experience
Fabipops March 2012 - Present
Scarbrough Management Group, LLC September 2009 - Present
New York Life November 2008 - August 2009
TIAA-CREF February 2007 - November 2008
Lord Abbett December 2004 - January 2007
Bank of New York Mellon 2001 - 2004
JP Morgan Chase August 1999 - June 2001
Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance
Fabipops March 2012 - Present
Scarbrough Management Group, LLC September 2009 - Present
New York Life November 2008 - August 2009
TIAA-CREF February 2007 - November 2008
Lord Abbett December 2004 - January 2007
Bank of New York Mellon 2001 - 2004
JP Morgan Chase August 1999 - June 2001
Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance
Vincent G. Piazza, CFA Vincent G. Piazza, CFA's Lord Abbett Experience 2006 - 2013
Job Senior Equity Research AnalystGlobal Energy Research Coordinator, Bloomberg Intelligence
Industry Financial Services
Experience
Bloomberg Intelligence 2013 - Present
Lord Abbett 2006 - 2013
Fiduciary Trust Company 2004 - 2006
Deutsche Asset Management 2000 - 2004
S&P 1999 - 2000
UBS Investment Bank 1996 - 1999
JP Morgan Chase 1992 - 1996
WFUV 1988 - 1992
Skills
Valuation, Equities, Credit, Hedge Funds, Investment Banking, Capital Markets, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Fixed Income, Equity Valuation, Finance, Financial Modeling, Derivatives, Investments, Investment Management, Series 7, Investment Strategies, Asset Managment, Asset Allocation, Securities, Chartered Financial..., Financial Services, Leadership, Asset Management, Due Diligence, Trading
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Fordham University 1988 — 1992
Bachelor of Arts (BA)
Xavier High School 1984 — 1988
Bloomberg Intelligence 2013 - Present
Lord Abbett 2006 - 2013
Fiduciary Trust Company 2004 - 2006
Deutsche Asset Management 2000 - 2004
S&P 1999 - 2000
UBS Investment Bank 1996 - 1999
JP Morgan Chase 1992 - 1996
WFUV 1988 - 1992
Skills
Valuation, Equities, Credit, Hedge Funds, Investment Banking, Capital Markets, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Fixed Income, Equity Valuation, Finance, Financial Modeling, Derivatives, Investments, Investment Management, Series 7, Investment Strategies, Asset Managment, Asset Allocation, Securities, Chartered Financial..., Financial Services, Leadership, Asset Management, Due Diligence, Trading
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Fordham University 1988 — 1992
Bachelor of Arts (BA)
Xavier High School 1984 — 1988
Howard Hansen Howard Hansen's Lord Abbett Experience February 1995 - February 2009
Job at Linde, Hansen & Co., LLC
Industry Investment Management
Experience
Linde, Hansen & Co., LLC November 2009 - Present
Lord Abbett February 1995 - February 2009
Kidder Peabody 1987 - 1990
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Clarkson University 1979 — 1983
BS, Economics
Linde, Hansen & Co., LLC November 2009 - Present
Lord Abbett February 1995 - February 2009
Kidder Peabody 1987 - 1990
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Clarkson University 1979 — 1983
BS, Economics
Gary Rakan's Lord Abbett Experience April 2004 - June 2007
Job President at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners September 2012 - Present
Infinity Capital Management LLC September 2009 - Present
Claymore Securities October 2007 - September 2009
Lord Abbett April 2004 - June 2007
OppenheimerFunds 2000 - 2004
Skills
Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Investments, Separately Managed..., Investment Advisory, Wealth Management, Investment Strategies, Asset Managment, Retirement Planning, Securities, Portfolio Management, Retirement, Series 24, Equities, Hedge Funds, Series 65, Strategic Financial..., Financial Modeling, Valuation, Asset Management, FINRA
Education
Central Michigan University 1988 — 1993
BS in BA, Marketing, Management
TCHS 1985 — 1988
Infinity Capital Partners September 2012 - Present
Infinity Capital Management LLC September 2009 - Present
Claymore Securities October 2007 - September 2009
Lord Abbett April 2004 - June 2007
OppenheimerFunds 2000 - 2004
Skills
Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Investments, Separately Managed..., Investment Advisory, Wealth Management, Investment Strategies, Asset Managment, Retirement Planning, Securities, Portfolio Management, Retirement, Series 24, Equities, Hedge Funds, Series 65, Strategic Financial..., Financial Modeling, Valuation, Asset Management, FINRA
Education
Central Michigan University 1988 — 1993
BS in BA, Marketing, Management
TCHS 1985 — 1988
Subrata Ghose Subrata Ghose's Lord Abbett Experience April 2011 - Present
Job Equity Research Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
Lou LaCugna Lou LaCugna's Lord Abbett Experience August 2011 - March 2012
Job AV Manager
Industry Media Production
Experience
Gen Re March 2013 - Present
KVL Audio Visual Services September 2011 - Present
AV Workshop September 2011 - Present
Next Step Staffing 2013 - 2013
Next Step Staffing 2013 - 2013
Cablevision - MSG Varsity November 2009 - September 2012
Barnaby Draper Studios September 2011 - March 2012
Lord Abbett August 2011 - March 2012
Video Corporation of America September 2007 - May 2009
Skills
Camera, DV, Shooting, Producing, Final Cut Pro, Avid, Music Videos, Video, Video Production, Sound, Videography, Video Editing, Post Production, Television, Editing, Lighting, HD Video, Directing, Broadcast, Broadcast Television, Film Production, Photography, Photoshop, Commercials, Film, New Media
Education
Rowan University 2004 — 2006
Bachelor of Communications, Radio/TV/Film
Brookdale Community College 2002 — 2004
Associate of Communications, TV/Film Production
Gen Re March 2013 - Present
KVL Audio Visual Services September 2011 - Present
AV Workshop September 2011 - Present
Next Step Staffing 2013 - 2013
Next Step Staffing 2013 - 2013
Cablevision - MSG Varsity November 2009 - September 2012
Barnaby Draper Studios September 2011 - March 2012
Lord Abbett August 2011 - March 2012
Video Corporation of America September 2007 - May 2009
Skills
Camera, DV, Shooting, Producing, Final Cut Pro, Avid, Music Videos, Video, Video Production, Sound, Videography, Video Editing, Post Production, Television, Editing, Lighting, HD Video, Directing, Broadcast, Broadcast Television, Film Production, Photography, Photoshop, Commercials, Film, New Media
Education
Rowan University 2004 — 2006
Bachelor of Communications, Radio/TV/Film
Brookdale Community College 2002 — 2004
Associate of Communications, TV/Film Production
Montine Jordan Montine Jordan's Lord Abbett Experience February 2006 - October 2006
Job Vice President, Senior Product Manager Filings at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems March 2011 - Present
AllianceBern July 2010 - March 2011
Hagin Investment Management June 2006 - October 2008
Lord Abbett February 2006 - October 2006
Lord Abbett July 2004 - March 2006
Lord Abbett March 2003 - July 2004
Lord Abbett February 1999 - November 2001
Lord Abbett August 1996 - November 1998
SAIL Magazine January 1984 - January 1996
Cambridge University Press January 1990 - January 1991
Skills
Equities, Product Management, Portfolio Management, Fixed Income, Microsoft Office, Requirements Analysis, Finance, Data Analysis, Software Documentation, Analytics, Marketing, Project Management, Asset Management, Strategy, Software Development, Vendor Management, Electronic Trading, Financial Modeling, Product Development, Business Strategy, Team Management, Research, Business Analysis, Hedge Funds, Financial Services, Market Data
Education
Clark University
Historical Geography / Cartography
University of Mary Washington
BA, Studio Art / Geography
FactSet Research Systems March 2011 - Present
AllianceBern July 2010 - March 2011
Hagin Investment Management June 2006 - October 2008
Lord Abbett February 2006 - October 2006
Lord Abbett July 2004 - March 2006
Lord Abbett March 2003 - July 2004
Lord Abbett February 1999 - November 2001
Lord Abbett August 1996 - November 1998
SAIL Magazine January 1984 - January 1996
Cambridge University Press January 1990 - January 1991
Skills
Equities, Product Management, Portfolio Management, Fixed Income, Microsoft Office, Requirements Analysis, Finance, Data Analysis, Software Documentation, Analytics, Marketing, Project Management, Asset Management, Strategy, Software Development, Vendor Management, Electronic Trading, Financial Modeling, Product Development, Business Strategy, Team Management, Research, Business Analysis, Hedge Funds, Financial Services, Market Data
Education
Clark University
Historical Geography / Cartography
University of Mary Washington
BA, Studio Art / Geography
Kai Liu Kai Liu's Lord Abbett Experience November 2011 - October 2014
Job Portfolio Administrator at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2015 - Present
Gilder Gagnon Howe & Co. LLC October 2014 - January 2015
Lord Abbett November 2011 - October 2014
Education
Binghamton University 2007 — 2011
Bachelor of Science (B.S.)
Ipag Business School 2009 — 2009
Study Abroad - Nice, France
Neuberger Berman February 2015 - Present
Gilder Gagnon Howe & Co. LLC October 2014 - January 2015
Lord Abbett November 2011 - October 2014
Education
Binghamton University 2007 — 2011
Bachelor of Science (B.S.)
Ipag Business School 2009 — 2009
Study Abroad - Nice, France
Brandon Mallette, CFA Brandon Mallette, CFA's Lord Abbett Experience October 2010 - August 2012
Job Associate, Leveraged Finance group at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
Lord Abbett October 2010 - August 2012
Lord Abbett November 2006 - October 2010
Cadaret Grant December 2005 - November 2006
AXA Equitable May 2004 - December 2005
Skills
Series 7, Series 65, Series 24, Series 79, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Investment Banking, GPA: 3.7
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance & Marketing, GPA: 3.6, Cum Laude
J.P. Morgan July 2014 - Present
Lord Abbett October 2010 - August 2012
Lord Abbett November 2006 - October 2010
Cadaret Grant December 2005 - November 2006
AXA Equitable May 2004 - December 2005
Skills
Series 7, Series 65, Series 24, Series 79, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Investment Banking, GPA: 3.7
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance & Marketing, GPA: 3.6, Cum Laude
Andreea Georgiu Andreea Georgiu's Lord Abbett Experience December 2009 - May 2013
Job Managing Director Business Development at INTECH Investment Management LLC
Industry Financial Services
Experience
INTECH Investment Management LLC May 2015 - Present
Cornerstone Capital Management October 2013 - April 2015
Lord Abbett December 2009 - May 2013
BNYConvergex February 1999 - November 2009
Goldman Sachs 1993 - 1998
Skills
Investments, Equities, Mutual Funds, Alternative Investments, Portfolio Management, Securities, Hedge Funds, Fixed Income, Capital Markets, Investment Advisory, Risk Management, Asset Management, Asset Allocation, Financial Services, Investment Management, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Businesss
Bucknell University 1988 — 1992
BSBA, Management & International Business
INTECH Investment Management LLC May 2015 - Present
Cornerstone Capital Management October 2013 - April 2015
Lord Abbett December 2009 - May 2013
BNYConvergex February 1999 - November 2009
Goldman Sachs 1993 - 1998
Skills
Investments, Equities, Mutual Funds, Alternative Investments, Portfolio Management, Securities, Hedge Funds, Fixed Income, Capital Markets, Investment Advisory, Risk Management, Asset Management, Asset Allocation, Financial Services, Investment Management, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Businesss
Bucknell University 1988 — 1992
BSBA, Management & International Business
Geoffrey Cassar Geoffrey Cassar's Lord Abbett Experience January 1999 - January 2001
Job Director of Image Research and Management
Industry Publishing
Experience
Pearson Education January 2005 - Present
Pearson Prentice Hall 2002 - 2004
Stryker Orthopaedics January 2001 - January 2002
Lord Abbett January 1999 - January 2001
Skills
Art, Graphics, Publishing, Academic Publishing, Books, Editorial, Publications, Online Publishing, Research, Content Development, QuarkXPress, Content Management
Education
Fashion Institute of Technology 1994 — 1996
Cont Ed, 3D Animation
Center for Media Arts 1992 — 1994
Trade School, Graphic Design
Pearson Education January 2005 - Present
Pearson Prentice Hall 2002 - 2004
Stryker Orthopaedics January 2001 - January 2002
Lord Abbett January 1999 - January 2001
Skills
Art, Graphics, Publishing, Academic Publishing, Books, Editorial, Publications, Online Publishing, Research, Content Development, QuarkXPress, Content Management
Education
Fashion Institute of Technology 1994 — 1996
Cont Ed, 3D Animation
Center for Media Arts 1992 — 1994
Trade School, Graphic Design
Barbara Booth, CFA, CAIA, FRM Barbara Booth, CFA, CAIA, FRM's Lord Abbett Experience 1996 - 2005
Job Vice President, Brownson, Rehmus & Foxworth
Industry Investment Management
Experience
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Jason Whitt Jason Whitt's Lord Abbett Experience 1996 - 1997
Job Financial Advisory and Strategic Consulting
Industry Financial Services
Experience
Sand River Capital Advisors LLC March 2012 - Present
StormHarbour Securities March 2010 - March 2012
Reliance International LLC 2007 - 2009
Treflie Capital Management, LLC 2004 - 2007
Lehman Brothers 1999 - 2001
PaineWebber 1997 - 1999
Lord Abbett 1996 - 1997
Skills
Distressed Debt, Special Situations, Alternative Investments, Hedge Funds, Restructuring, Debt Restructuring, Debt Structuring, Middle Market, Private Equity, Private Placements, Private Wealth..., Financial Modeling, Financial Analysis, Financial Markets, Financial Advisory, Consultative Selling, Deal Execution, Deal Sourcing, Capital Introduction
Education
The University of Chicago Booth School of Business 2001 — 2003
IMBA
University of Cape Town 2002 — 2002
Colgate University 1992 — 1996
BA
The Lawrenceville School 1989 — 1992
Sand River Capital Advisors LLC March 2012 - Present
StormHarbour Securities March 2010 - March 2012
Reliance International LLC 2007 - 2009
Treflie Capital Management, LLC 2004 - 2007
Lehman Brothers 1999 - 2001
PaineWebber 1997 - 1999
Lord Abbett 1996 - 1997
Skills
Distressed Debt, Special Situations, Alternative Investments, Hedge Funds, Restructuring, Debt Restructuring, Debt Structuring, Middle Market, Private Equity, Private Placements, Private Wealth..., Financial Modeling, Financial Analysis, Financial Markets, Financial Advisory, Consultative Selling, Deal Execution, Deal Sourcing, Capital Introduction
Education
The University of Chicago Booth School of Business 2001 — 2003
IMBA
University of Cape Town 2002 — 2002
Colgate University 1992 — 1996
BA
The Lawrenceville School 1989 — 1992
Deepak Kochhar, PMP Deepak Kochhar, PMP's Lord Abbett Experience September 2005 - August 2010
Job Project Management, Business Analysis
Industry Investment Management
Experience
JPMorgan Chase June 2013 - Present
Citibank October 2010 - May 2013
Lord Abbett September 2005 - August 2010
Guy Carpenter April 2002 - September 2005
Finance/Banking/Insurance Companies August 1996 - December 2001
The QA Group of New York May 1997 - January 2001
M.K. INSURANCE AGENCY INC. June 1991 - July 1996
Skills
Business Analysis, SDLC, Business Intelligence, Requirements Gathering, PMP, Software Documentation, Quality Assurance, Project Management, SQL, Business Requirements, Management, Requirements Analysis, Software Development, Oracle, Vendor Management, Software Project..., Testing, Financial Services, Data Warehousing, Visio, Agile Project Management, Program Management, Test Planning, Data Center, Regression Testing, Test Cases, User Acceptance Testing, SharePoint, Agile Methodologies, Databases, Equities, Trading Systems, ETL, Outsourcing, Portfolio Management, Asset Management, Quality Center, Training, Web Applications, Project Planning
Education
Project Management Institute 2010 — 2010
PMP Certification
Adelphi University 1987 — 1991
Bachelor of Business Administration (BBA), Management, IT
JPMorgan Chase June 2013 - Present
Citibank October 2010 - May 2013
Lord Abbett September 2005 - August 2010
Guy Carpenter April 2002 - September 2005
Finance/Banking/Insurance Companies August 1996 - December 2001
The QA Group of New York May 1997 - January 2001
M.K. INSURANCE AGENCY INC. June 1991 - July 1996
Skills
Business Analysis, SDLC, Business Intelligence, Requirements Gathering, PMP, Software Documentation, Quality Assurance, Project Management, SQL, Business Requirements, Management, Requirements Analysis, Software Development, Oracle, Vendor Management, Software Project..., Testing, Financial Services, Data Warehousing, Visio, Agile Project Management, Program Management, Test Planning, Data Center, Regression Testing, Test Cases, User Acceptance Testing, SharePoint, Agile Methodologies, Databases, Equities, Trading Systems, ETL, Outsourcing, Portfolio Management, Asset Management, Quality Center, Training, Web Applications, Project Planning
Education
Project Management Institute 2010 — 2010
PMP Certification
Adelphi University 1987 — 1991
Bachelor of Business Administration (BBA), Management, IT
Nathan Boylan's Lord Abbett Experience September 2009 - October 2014
Job CTO Global Functions at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
AIG April 2015 - Present
Lord Abbett September 2009 - October 2014
CIBC July 2001 - June 2009
KPMG July 1998 - May 2001
UBS April 1995 - June 1998
NatWest January 1995 - March 1995
PA Consulting Group July 1993 - December 1994
ExxonMobil October 1992 - June 1993
Microsoft July 1990 - September 1992
Skills
Disaster Recovery, IT Operations, Data Center, Vendor Management, Business Continuity, SDLC, Business Analysis, IT Service Management, Integration, Project Portfolio..., Infrastructure, IT Strategy, Trading Systems, Cloud Computing, Virtualization, Outsourcing, Solution Architecture, Active Directory, VMware, Enterprise Architecture, IT Management, ITIL, Business Intelligence, Governance, Program Management, PMO, Data Warehousing, Oracle, Enterprise Software, Management, Leadership, Strategy, SaaS, Information Technology, Project Management, Process Improvement, Risk Management, Change Management, Optimization, Strategic Visionary, Financial Services, Business Process..., Security, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Consulting, Strategic Partnerships, Managed Services
Education
Boston University - School of Management
CIO Pocket MBA
University of North London
BEng, Electronics & Communications Engineering
Rayna Lesser Hannaway, CFA's Lord Abbett Experience August 1996 - December 2000
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments February 2005 - December 2008
Jennison Associates January 2001 - December 2004
Lord Abbett August 1996 - December 2000
Skills
Asset Management, Equities, Equity Research, Financial Modeling, Investments, Mutual Funds, Valuation, Portfolio Management
Education
Barnard College 1993 — 1996
BA, Economics
Horace Mann School
Fidelity Investments January 2009 - Present
Fidelity Investments February 2005 - December 2008
Jennison Associates January 2001 - December 2004
Lord Abbett August 1996 - December 2000
Skills
Asset Management, Equities, Equity Research, Financial Modeling, Investments, Mutual Funds, Valuation, Portfolio Management
Education
Barnard College 1993 — 1996
BA, Economics
Horace Mann School
Gregory Webster's Lord Abbett Experience June 1998 - February 2001
Job Regional Sales DirectorSouth at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Daniel McCulloch, CAIA's Lord Abbett Experience May 1999 - 2003
Job Alternative Investments Business Development
Industry Financial Services
Experience
Paloma Partners October 2013 - Present
Morgan Stanley Alternative Investments Group June 2009 - September 2013
Citi January 2007 - April 2010
Citi Alternative Investments January 2004 - January 2007
Wall Street Access January 2003 - January 2004
Lord Abbett May 1999 - 2003
Skills
Alternative Investments, Series 7, Hedge Funds, Series 63, Mutual Funds, Fund Of Funds, Asset Allocation, Separately Managed..., Wealth Management, Asset Managment, Equities, Investments, Modern Portfolio Theory, Fixed Income, Investment Strategies, Private Equity, Hedging, Financial Advisory, Capital Markets, Asset Management
Education
Boston College 1995 — 1999
BS, Marketing
Delbarton School 1992 — 1995
Paloma Partners October 2013 - Present
Morgan Stanley Alternative Investments Group June 2009 - September 2013
Citi January 2007 - April 2010
Citi Alternative Investments January 2004 - January 2007
Wall Street Access January 2003 - January 2004
Lord Abbett May 1999 - 2003
Skills
Alternative Investments, Series 7, Hedge Funds, Series 63, Mutual Funds, Fund Of Funds, Asset Allocation, Separately Managed..., Wealth Management, Asset Managment, Equities, Investments, Modern Portfolio Theory, Fixed Income, Investment Strategies, Private Equity, Hedging, Financial Advisory, Capital Markets, Asset Management
Education
Boston College 1995 — 1999
BS, Marketing
Delbarton School 1992 — 1995
Robert Wiaczek Robert Wiaczek's Lord Abbett Experience January 2007 - December 2008
Job
Industry Investment Banking
Experience
Citi July 2013 - Present
Citi January 2010 - June 2013
Citi September 2009 - January 2010
Lord Abbett January 2007 - December 2008
The Blackstone Group January 2006 - December 2006
The Bank of New York January 2004 - January 2006
Skills
Equities, Fixed Income, Trading, Hedge Funds, Portfolio Management, Derivatives, FX Options, Valuation, Risk Management, Financial Reporting, Options, Investments, Securities, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business
BA
City University of New York-Baruch College - Zicklin School of Business
Master of Science in Finance
Citi July 2013 - Present
Citi January 2010 - June 2013
Citi September 2009 - January 2010
Lord Abbett January 2007 - December 2008
The Blackstone Group January 2006 - December 2006
The Bank of New York January 2004 - January 2006
Skills
Equities, Fixed Income, Trading, Hedge Funds, Portfolio Management, Derivatives, FX Options, Valuation, Risk Management, Financial Reporting, Options, Investments, Securities, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business
BA
City University of New York-Baruch College - Zicklin School of Business
Master of Science in Finance
Tom Abrams Tom Abrams's Lord Abbett Experience June 1984 - March 1994
Job MLP Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley November 2014 - Present
New York City January 2013 - November 2014
Columbia Management October 2003 - December 2012
Dreyfus April 2001 - August 2003
Credit Suisse First Boston July 1996 - November 2000
Oppenheimer & Co. January 1995 - June 1996
Kidder Peabody April 1994 - December 1994
Lord Abbett June 1984 - March 1994
Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting
Hamilton College
A.B., cum laude, Economics
Morgan Stanley November 2014 - Present
New York City January 2013 - November 2014
Columbia Management October 2003 - December 2012
Dreyfus April 2001 - August 2003
Credit Suisse First Boston July 1996 - November 2000
Oppenheimer & Co. January 1995 - June 1996
Kidder Peabody April 1994 - December 1994
Lord Abbett June 1984 - March 1994
Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting
Hamilton College
A.B., cum laude, Economics
John DiChiaro John DiChiaro's Lord Abbett Experience 2000 - 2007
Job Proprietary Equity Trader
Industry Investment Management
Experience
T3 Trading Group, LLC 2009 - June 2013
Lord Abbett 2000 - 2007
Wafra Investment Advisory Group 1988 - 2000
EF Hutton & Co 1979 - 1987
Skills
Portfolio Management, Portfolio Construction, Due Diligence, Risk Management, Equities, Options, Fixed Income, Analysis, Trading, Proprietary Trading, Series 7, Bloomberg, Bloomberg Terminal, Investments, Mutual Funds, Securities, Equity Trading
Education
Manhattan College 1983 — 1985
MBA, Finance
Fordham University 1975 — 1979
BS, Finance and Management
T3 Trading Group, LLC 2009 - June 2013
Lord Abbett 2000 - 2007
Wafra Investment Advisory Group 1988 - 2000
EF Hutton & Co 1979 - 1987
Skills
Portfolio Management, Portfolio Construction, Due Diligence, Risk Management, Equities, Options, Fixed Income, Analysis, Trading, Proprietary Trading, Series 7, Bloomberg, Bloomberg Terminal, Investments, Mutual Funds, Securities, Equity Trading
Education
Manhattan College 1983 — 1985
MBA, Finance
Fordham University 1975 — 1979
BS, Finance and Management
Gregory Shuman, CFA Gregory Shuman, CFA's Lord Abbett Experience July 2010 - July 2012
Job Associate Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2012 - Present
Lord Abbett July 2010 - July 2012
Skills
Portfolio Management, Fixed Income, Financial Modeling, Bloomberg
Education
Harvard University 2006 — 2010
BA, Economics
Choate Rosemary Hall 2001 — 2005
Lord Abbett & Co. LLC July 2012 - Present
Lord Abbett July 2010 - July 2012
Skills
Portfolio Management, Fixed Income, Financial Modeling, Bloomberg
Education
Harvard University 2006 — 2010
BA, Economics
Choate Rosemary Hall 2001 — 2005
Cynthia Lo Bessette Cynthia Lo Bessette's Lord Abbett Experience April 2008 - February 2012
Job SVP, Deputy General Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
Mario Favetta's Lord Abbett Experience 2002 - 2003
Job Asset Management Head of Marketing and Product
Industry Financial Services
Experience
Mirae Asset Global Investments September 2015 - Present
Cohen & Steers July 2012 - Present
Mirae Asset Global Investments (USA) LLC June 2010 - July 2012
Essex Policy Communications Group November 2008 - June 2010
Nuveen August 2007 - November 2008
Morgan Stanley Investment Management 2004 - 2007
Lord Abbett 2002 - 2003
CIBC World Markets 2000 - 2001
SunGard Data Systems, Inc. February 2000 - October 2000
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 1994 — 1998
BA, English
Mirae Asset Global Investments September 2015 - Present
Cohen & Steers July 2012 - Present
Mirae Asset Global Investments (USA) LLC June 2010 - July 2012
Essex Policy Communications Group November 2008 - June 2010
Nuveen August 2007 - November 2008
Morgan Stanley Investment Management 2004 - 2007
Lord Abbett 2002 - 2003
CIBC World Markets 2000 - 2001
SunGard Data Systems, Inc. February 2000 - October 2000
Skills
Mutual Funds, Alternative Investments, Asset Managment, Equities, Hedge Funds, Series 7, Series 63, Investments, Fixed Income, Portfolio Management, Bloomberg, Separately Managed..., Capital Markets, Asset Allocation, Emerging Markets, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Markets, Closed-end Funds, 1940 Act, Investment Company Act, Financial Services, ETFs, Fund Of Funds, Investment Advisory, Asset Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 1994 — 1998
BA, English
Micah Wilson Micah Wilson's Lord Abbett Experience May 2008 - August 2008
Job Director of Analytics at Blue State Digital
Industry Marketing and Advertising
Experience
Blue State Digital June 2014 - Present
Blue State Digital September 2013 - June 2014
Blue State Digital May 2013 - September 2013
Blue State Digital April 2012 - May 2013
Blue State Digital June 2011 - April 2012
GroupCommunico July 2009 - May 2011
Lord Abbett May 2008 - August 2008
America Coming Together 2004 - 2004
Skills
Digital Strategy, Analytics, Google Analytics, Web Analytics, Email Marketing, Social Media, Social Media Measurement, Digital Marketing, Digital Media, SEM, Archery, User Experience, Information Architecture, New Media, Data Analysis, Social Media Strategist, Conversion Optimization, Business Strategy, Consumer Insight, Fundraising, Online Advocacy, CRM
Education
Hamilton College 2005 — 2009
BA, Mathematics
General Assembly 2013 — 2013
Data Science
Horace Mann
Blue State Digital June 2014 - Present
Blue State Digital September 2013 - June 2014
Blue State Digital May 2013 - September 2013
Blue State Digital April 2012 - May 2013
Blue State Digital June 2011 - April 2012
GroupCommunico July 2009 - May 2011
Lord Abbett May 2008 - August 2008
America Coming Together 2004 - 2004
Skills
Digital Strategy, Analytics, Google Analytics, Web Analytics, Email Marketing, Social Media, Social Media Measurement, Digital Marketing, Digital Media, SEM, Archery, User Experience, Information Architecture, New Media, Data Analysis, Social Media Strategist, Conversion Optimization, Business Strategy, Consumer Insight, Fundraising, Online Advocacy, CRM
Education
Hamilton College 2005 — 2009
BA, Mathematics
General Assembly 2013 — 2013
Data Science
Horace Mann
Galen E. Haws, CFA's Lord Abbett Experience August 2011 - February 2014
Job Director of Investments at Screen Actors Guild Pension and Health Plans
Industry Investment Management
Experience
Screen Actors Guild - Producers Pension & Health Plans February 2014 - Present
Lord Abbett August 2011 - February 2014
Lord Abbett June 2008 - August 2011
Costco Wholesale January 2007 - August 2007
Skills
Investments, Financial Analysis, Asset Management, Equities, Management, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investment Strategies, Investment Management, Securities, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Budgets, Finance, Uniform Combined State..., Capital Markets, Private Equity
Education
Biola University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Screen Actors Guild - Producers Pension & Health Plans February 2014 - Present
Lord Abbett August 2011 - February 2014
Lord Abbett June 2008 - August 2011
Costco Wholesale January 2007 - August 2007
Skills
Investments, Financial Analysis, Asset Management, Equities, Management, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Portfolio Management, Series 7, Investment Strategies, Investment Management, Securities, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Budgets, Finance, Uniform Combined State..., Capital Markets, Private Equity
Education
Biola University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Boris Shmidt Boris Shmidt's Lord Abbett Experience December 2009 - December 2010
Job Product Controller At Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America 2011 - Present
Global Help to Heal May 2007 - May 2011
Lord Abbett December 2009 - December 2010
Touro College October 2004 - December 2009
Skills
Excel VBA, VBA, Options, Capital Markets, Financial Analysis, Risk Management, Investments, Valuation, FX Options, Business Analysis, Microsoft Excel, SQL, Financial Risk, Derivatives, Fixed Income, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Business Administration, Finance
Bank of America 2011 - Present
Global Help to Heal May 2007 - May 2011
Lord Abbett December 2009 - December 2010
Touro College October 2004 - December 2009
Skills
Excel VBA, VBA, Options, Capital Markets, Financial Analysis, Risk Management, Investments, Valuation, FX Options, Business Analysis, Microsoft Excel, SQL, Financial Risk, Derivatives, Fixed Income, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Business Administration, Finance
Adam Tabor, CIMA®'s Lord Abbett Experience November 2010 - July 2014
Job Vice President, Distribution Client Services
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
Aimee Korch's Lord Abbett Experience September 2004 - June 2008
Job Vice President, Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Bank September 2014 - Present
Neuberger Berman September 2010 - August 2014
Lord Abbett September 2004 - June 2008
Skills
Derivatives, Due Diligence, Emerging Markets, Management, Trading, Asset Allocation, Bonds, Financial Services, Series 63, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (M.B.A.)
Tulane University 2000 — 2004
Bachelor's Degree
Deutsche Bank September 2014 - Present
Neuberger Berman September 2010 - August 2014
Lord Abbett September 2004 - June 2008
Skills
Derivatives, Due Diligence, Emerging Markets, Management, Trading, Asset Allocation, Bonds, Financial Services, Series 63, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (M.B.A.)
Tulane University 2000 — 2004
Bachelor's Degree
Jaclyn Gundermann's Lord Abbett Experience November 2010 - May 2012
Job Senior Account Manager at Yahoo!
Industry Marketing and Advertising
Experience
Yahoo! June 2013 - Present
Yahoo June 2012 - May 2013
Lord Abbett November 2010 - May 2012
Special Ops Media June 2009 - August 2009
Skills
Digital Media, Marketing Strategy, Online Advertising, Digital Strategy, Integrated Marketing, Media Planning, Marketing, Sales, New Business Development, Strategy, Strategic Sales Plans, Account Management, Interactive Marketing, Salesforce.com, Advertising, Mobile Advertising
Education
University of Richmond 2006 — 2010
B.S., Business
Charles University in Prague 2008 — 2008
Umbra Institute 2008 — 2008
Yahoo! June 2013 - Present
Yahoo June 2012 - May 2013
Lord Abbett November 2010 - May 2012
Special Ops Media June 2009 - August 2009
Skills
Digital Media, Marketing Strategy, Online Advertising, Digital Strategy, Integrated Marketing, Media Planning, Marketing, Sales, New Business Development, Strategy, Strategic Sales Plans, Account Management, Interactive Marketing, Salesforce.com, Advertising, Mobile Advertising
Education
University of Richmond 2006 — 2010
B.S., Business
Charles University in Prague 2008 — 2008
Umbra Institute 2008 — 2008
Michelle Toto's Lord Abbett Experience 2005 - 2011
Job Executive Assistant at Hagin Investment Management
Industry Financial Services
Experience
Hagin Investment Management October 2011 - Present
Lord Abbett 2005 - 2011
Skills
Equities, Asset Managment, Investments
Education
Boston University
Hagin Investment Management October 2011 - Present
Lord Abbett 2005 - 2011
Skills
Equities, Asset Managment, Investments
Education
Boston University
Jeff Wesson Jeff Wesson's Lord Abbett Experience September 1997 - October 2003
Job REO Asset Manager at Torchlight Investors
Industry Real Estate
Experience
Torchlight Investors January 2014 - Present
Goldman Sachs January 2011 - December 2013
Astor Capital Management April 2010 - January 2011
Ivy Realty July 2005 - September 2008
Lord Abbett September 1997 - October 2003
Lord Abbett September 1997 - October 2003
Galen Associates January 1996 - January 1997
Skills
Due Diligence, Asset Management, Property Management, Financial Modeling, Sustainability, Real Estate Financing, Commercial Real Estate...
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance, General
NYU 2009 — 2009
Schack Institute of Real Estate. Coursework in Finance and Capital Markets
Middlebury College 1992 — 1996
B.A.
Torchlight Investors January 2014 - Present
Goldman Sachs January 2011 - December 2013
Astor Capital Management April 2010 - January 2011
Ivy Realty July 2005 - September 2008
Lord Abbett September 1997 - October 2003
Lord Abbett September 1997 - October 2003
Galen Associates January 1996 - January 1997
Skills
Due Diligence, Asset Management, Property Management, Financial Modeling, Sustainability, Real Estate Financing, Commercial Real Estate...
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance, General
NYU 2009 — 2009
Schack Institute of Real Estate. Coursework in Finance and Capital Markets
Middlebury College 1992 — 1996
B.A.
Vesna Sengstaken Vesna Sengstaken's Lord Abbett Experience January 2003 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Smithtown Nursery School Co-Op July 2013 - June 2014
Smithtown Nursery School Co-Op July 2012 - June 2013
Lord Abbett January 2003 - May 2008
Credit Suisse June 1989 - December 2001
Skills
Asset Management, Equities, Fixed Income Portfolio..., Financial Services, Fixed Income Analysis, Fixed Income, Investment Banking, Portfolio Management, Trading Systems, Investments, Securities, Mutual Funds, Risk Management, Hedge Funds, Wealth Management, Bloomberg
Education
Baruch College, City University of New York (CUNY)
BBA
Smithtown Nursery School Co-Op July 2013 - June 2014
Smithtown Nursery School Co-Op July 2012 - June 2013
Lord Abbett January 2003 - May 2008
Credit Suisse June 1989 - December 2001
Skills
Asset Management, Equities, Fixed Income Portfolio..., Financial Services, Fixed Income Analysis, Fixed Income, Investment Banking, Portfolio Management, Trading Systems, Investments, Securities, Mutual Funds, Risk Management, Hedge Funds, Wealth Management, Bloomberg
Education
Baruch College, City University of New York (CUNY)
BBA
Abdul Moore's Lord Abbett Experience December 2002 - February 2008
Job Digital Services Manager
Industry Marketing and Advertising
Experience
CPA.com February 2008 - Present
Lord Abbett December 2002 - February 2008
AllianceBernstein August 2000 - December 2002
MBNA June 1995 - December 1999
Skills
Email Marketing, Advertising, Online Advertising, Social Media Marketing, Direct Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Online Marketing, Marketing, Digital Marketing, SEO, Social Media, Financial Services, Digital Strategy, CRM, Google Analytics, SEM, Integrated Marketing, Google Adwords, Analytics, E-commerce, Product Management, Content Management, Lead Generation, Salesforce.com, Mobile Marketing, Management, Strategic Partnerships, PPC, Strategy, B2B Marketing, Web Project Management, Start-ups, Product Marketing, Content Development, Marketing Management, Brand Management, Marketing Automation, Website Development, Copywriting, Web Content Management, Content Marketing, Entrepreneurship, User Experience, CMS, WordPress, Information Architecture, Blogging, Content Strategy
Education
Georgetown University 1996 — 2000
BA, English, Economics
Saint Benedict's Preparatory School 1991 — 1996
CPA.com February 2008 - Present
Lord Abbett December 2002 - February 2008
AllianceBernstein August 2000 - December 2002
MBNA June 1995 - December 1999
Skills
Email Marketing, Advertising, Online Advertising, Social Media Marketing, Direct Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Online Marketing, Marketing, Digital Marketing, SEO, Social Media, Financial Services, Digital Strategy, CRM, Google Analytics, SEM, Integrated Marketing, Google Adwords, Analytics, E-commerce, Product Management, Content Management, Lead Generation, Salesforce.com, Mobile Marketing, Management, Strategic Partnerships, PPC, Strategy, B2B Marketing, Web Project Management, Start-ups, Product Marketing, Content Development, Marketing Management, Brand Management, Marketing Automation, Website Development, Copywriting, Web Content Management, Content Marketing, Entrepreneurship, User Experience, CMS, WordPress, Information Architecture, Blogging, Content Strategy
Education
Georgetown University 1996 — 2000
BA, English, Economics
Saint Benedict's Preparatory School 1991 — 1996
Josh Mayer, CFA Josh Mayer, CFA's Lord Abbett Experience May 2005 - September 2007
Job Institutional Sales at CFRA
Industry Financial Services
Experience
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
Andy Kwong Andy Kwong's Lord Abbett Experience June 2003 - November 2005
Job Analyst Global Corporate Actions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
Citigroup November 2005 - December 2013
Lord Abbett June 2003 - November 2005
Skills
Bloomberg, Business Analysis, Fixed Income, Corporate Actions, Accounting, Equity Research, Financial Services, Middle Office, Securities, Derivatives, Equities, Financial Analysis, Finance, Hedge Funds, Portfolio Management
Education
Baruch College 2010 — 2012
MBA, Taxation, Finance
Pace University - Lubin School of Business 1999 — 2003
TIAA-CREF December 2013 - Present
Citigroup November 2005 - December 2013
Lord Abbett June 2003 - November 2005
Skills
Bloomberg, Business Analysis, Fixed Income, Corporate Actions, Accounting, Equity Research, Financial Services, Middle Office, Securities, Derivatives, Equities, Financial Analysis, Finance, Hedge Funds, Portfolio Management
Education
Baruch College 2010 — 2012
MBA, Taxation, Finance
Pace University - Lubin School of Business 1999 — 2003
Brian Dunkin's Lord Abbett Experience January 1997 - January 2002
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Joshua Prell Joshua Prell's Lord Abbett Experience June 2008 - August 2008
Job Global Markets Associate at Barclays
Industry Investment Banking
Experience
Barclays July 2015 - Present
Columbia Business School August 2013 - May 2015
Barclays June 2014 - August 2014
Paterson Papers January 2013 - June 2014
Constantine Consulting Group of Wells Fargo Advisors June 2010 - January 2013
Croft-Leominster Inc. June 2009 - 2010
Lord Abbett June 2008 - August 2008
Skills
Microsoft Excel, Process Improvement, Uniform Combined State..., Sales, Life Insurance, Series 63, Retirement, Fixed Income, Banking, Mortgage Lending, Strategic Financial..., Finance, Risk Management, Mutual Funds, Business Development, Financial Modeling
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
BS & BA, Business Administration and East Asian Languages and Literatures (Chinese focus)
Barclays July 2015 - Present
Columbia Business School August 2013 - May 2015
Barclays June 2014 - August 2014
Paterson Papers January 2013 - June 2014
Constantine Consulting Group of Wells Fargo Advisors June 2010 - January 2013
Croft-Leominster Inc. June 2009 - 2010
Lord Abbett June 2008 - August 2008
Skills
Microsoft Excel, Process Improvement, Uniform Combined State..., Sales, Life Insurance, Series 63, Retirement, Fixed Income, Banking, Mortgage Lending, Strategic Financial..., Finance, Risk Management, Mutual Funds, Business Development, Financial Modeling
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
BS & BA, Business Administration and East Asian Languages and Literatures (Chinese focus)
Yan Makher's Lord Abbett Experience 2006 - 2008
Job Senior Project Manager at GPShopper
Industry Online Media
Experience
GPShopper January 2015 - Present
AY Digital November 2013 - January 2015
roguevisions March 2012 - March 2014
Rehkam Media August 2011 - December 2013
VIONIQ February 2011 - January 2013
FiftyOne Global Ecommerce August 2009 - March 2012
Lord Abbett 2006 - 2008
Skills
jQuery, CSS, PHP, Microsoft Office, HTML, JavaScript, Photoshop, Email Marketing, MySQL, Drupal, Wordpress, Illustrator, InDesign, HTML + CSS, Magento, Social Media Marketing, E-commerce, SEO, HTML5, CSS3, Social Media, Marketing, Shopify, Project Management, Production Management
Education
School of Visual Arts 2011 — 2012
Art of Continuing Education, Web Development and Design
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors, Business Management & Entrepreneurship
GPShopper January 2015 - Present
AY Digital November 2013 - January 2015
roguevisions March 2012 - March 2014
Rehkam Media August 2011 - December 2013
VIONIQ February 2011 - January 2013
FiftyOne Global Ecommerce August 2009 - March 2012
Lord Abbett 2006 - 2008
Skills
jQuery, CSS, PHP, Microsoft Office, HTML, JavaScript, Photoshop, Email Marketing, MySQL, Drupal, Wordpress, Illustrator, InDesign, HTML + CSS, Magento, Social Media Marketing, E-commerce, SEO, HTML5, CSS3, Social Media, Marketing, Shopify, Project Management, Production Management
Education
School of Visual Arts 2011 — 2012
Art of Continuing Education, Web Development and Design
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors, Business Management & Entrepreneurship
Christina McFadden's Lord Abbett Experience October 2005 - September 2007
Job Interior Design BAA student at Bellevue College
Industry Design
Experience
The Walrus and the Carpenter March 2013 - Present
A Real Grip Media January 2011 - February 2011
Little SnowGirl Productions December 2010 - December 2010
Clare Barboza Photography January 2010 - March 2010
Gaspars Design-Build July 2008 - May 2009
Lord Abbett October 2005 - September 2007
Skills
Revit, Adobe Creative Suite, CAD, SketchUp, Final Cut Pro, Video, Film, Photography, Lighting, Customer Service, Music Videos, Administrative..., Microsoft Office
Education
Bellevue College 2013 — 2016
Bachelor's of Applied Art, Interior Design
The Walrus and the Carpenter March 2013 - Present
A Real Grip Media January 2011 - February 2011
Little SnowGirl Productions December 2010 - December 2010
Clare Barboza Photography January 2010 - March 2010
Gaspars Design-Build July 2008 - May 2009
Lord Abbett October 2005 - September 2007
Skills
Revit, Adobe Creative Suite, CAD, SketchUp, Final Cut Pro, Video, Film, Photography, Lighting, Customer Service, Music Videos, Administrative..., Microsoft Office
Education
Bellevue College 2013 — 2016
Bachelor's of Applied Art, Interior Design
Funda Konu-Haydin's Lord Abbett Experience June 2000 - April 2002
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup March 2008 - March 2009
Merrill Lynch April 2002 - February 2008
Lord Abbett June 2000 - April 2002
Credit Suisse February 1997 - June 2000
Toluca Pacific Securities May 1996 - February 1997
Investors Associates, Inc September 1995 - May 1996
Skills
Microsoft Office,..., Strategic Planning, Asset Management, Equities, Investment Banking, Portfolio Management, Mutual Funds, Securities, Financial Services, Capital Markets, Fixed Income, Back Office, Investments, Sales Management, Trading, Series 7, Finance
Education
Brooklyn College 1990 — 1994
BS, Finance & Management, Psychology
Citigroup March 2008 - March 2009
Merrill Lynch April 2002 - February 2008
Lord Abbett June 2000 - April 2002
Credit Suisse February 1997 - June 2000
Toluca Pacific Securities May 1996 - February 1997
Investors Associates, Inc September 1995 - May 1996
Skills
Microsoft Office,..., Strategic Planning, Asset Management, Equities, Investment Banking, Portfolio Management, Mutual Funds, Securities, Financial Services, Capital Markets, Fixed Income, Back Office, Investments, Sales Management, Trading, Series 7, Finance
Education
Brooklyn College 1990 — 1994
BS, Finance & Management, Psychology
Anne Moy's Lord Abbett Experience April 2002 - January 2005
Job Client Srvcs
Industry Financial Services
Experience
Williams Jones August 2012 - Present
Silver Management Group, Inc February 2012 - August 2012
Fiserv September 2011 - January 2012
Citi January 2005 - September 2011
Lord Abbett April 2002 - January 2005
J.P. Morgan Asset Management 2001 - 2001
Skills
Portfolio Management, Trading, Accounting
Education
State University of New York at Binghamton 1997 — 2001
BA, Economics
Williams Jones August 2012 - Present
Silver Management Group, Inc February 2012 - August 2012
Fiserv September 2011 - January 2012
Citi January 2005 - September 2011
Lord Abbett April 2002 - January 2005
J.P. Morgan Asset Management 2001 - 2001
Skills
Portfolio Management, Trading, Accounting
Education
State University of New York at Binghamton 1997 — 2001
BA, Economics
Steven Rocco's Lord Abbett Experience March 2004 - Present
Job Partner & Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett March 2004 - Present
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Investment Management, Capital Markets, Financial Modeling, Derivatives, Valuation, High Yield, Leveraged Finance
Education
Cornell University 1997 — 2001
Bachelor of Arts, Economics
Lord Abbett March 2004 - Present
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Investments, Portfolio Management, Hedge Funds, Investment Management, Capital Markets, Financial Modeling, Derivatives, Valuation, High Yield, Leveraged Finance
Education
Cornell University 1997 — 2001
Bachelor of Arts, Economics
Christopher Marzullo's Lord Abbett Experience April 2002 - Present
Job Director
Industry Financial Services
Experience
Lord Abbett April 2002 - Present
Nomura Securities Int'l 1996 - 2002
DLJ 1994 - 1996
Skills
Hedge Funds, Fixed Income, Series 7, Financial Markets, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Equities, Derivatives, Capital Markets, Investment Banking, Securities, Options, Asset Allocation, Investments, Bonds, Middle Office, Process Improvement, Valuation, Trading Systems, Bloomberg, Asset Managment, Vendor Management, Electronic Trading, Trading, FX Options, Investment Management, Asset Management, Credit Derivatives
Education
City University of New York-Baruch College 1989 — 1994
BBA, Finance
Lord Abbett April 2002 - Present
Nomura Securities Int'l 1996 - 2002
DLJ 1994 - 1996
Skills
Hedge Funds, Fixed Income, Series 7, Financial Markets, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Equities, Derivatives, Capital Markets, Investment Banking, Securities, Options, Asset Allocation, Investments, Bonds, Middle Office, Process Improvement, Valuation, Trading Systems, Bloomberg, Asset Managment, Vendor Management, Electronic Trading, Trading, FX Options, Investment Management, Asset Management, Credit Derivatives
Education
City University of New York-Baruch College 1989 — 1994
BBA, Finance
Biagio Manieri, PhD, CFA's Lord Abbett Experience July 2001 - February 2005
Job Director of Research, CIO and Chairman of MultiAsset Class Investment Committee at PFM Group
Industry Investment Management
Experience
PFM Group January 2012 - Present
Federal Reserve System March 2005 - January 2012
Lord Abbett July 2001 - February 2005
FP ASSET MANAGEMENT, INC August 1998 - June 2001
Goldman Sachs June 1996 - July 1998
COLUMBIA UNIVERSITY January 1991 - May 1996
DATA GENERAL June 1983 - May 1986
Skills
Asset Allocation, Risk Management, Alternative Investments, Hedge Funds, Equity Research, Fixed Income, Bloomberg, Capital Markets, Equities, Private Equity, Derivatives, Bonds
Education
Columbia University in the City of New York 1986 — 1995
PhD, International Relations
City University of New York 1979 — 1983
BEEE, Electrical Engineering
William E Grady High School 1975 — 1979
High School Diploma, Electrical Engineering
PFM Group January 2012 - Present
Federal Reserve System March 2005 - January 2012
Lord Abbett July 2001 - February 2005
FP ASSET MANAGEMENT, INC August 1998 - June 2001
Goldman Sachs June 1996 - July 1998
COLUMBIA UNIVERSITY January 1991 - May 1996
DATA GENERAL June 1983 - May 1986
Skills
Asset Allocation, Risk Management, Alternative Investments, Hedge Funds, Equity Research, Fixed Income, Bloomberg, Capital Markets, Equities, Private Equity, Derivatives, Bonds
Education
Columbia University in the City of New York 1986 — 1995
PhD, International Relations
City University of New York 1979 — 1983
BEEE, Electrical Engineering
William E Grady High School 1975 — 1979
High School Diploma, Electrical Engineering
William Torrey's Lord Abbett Experience July 2008 - Present
Job Assistant General Counsel at Lord Abbett
Industry Investment Management
Experience
Lord Abbett July 2008 - Present
Robeco Investment Management January 2004 - July 2008
Skadden Arps September 1999 - June 2003
Education
Columbia Law School 1996 — 1999
Columbia University in the City of New York 1992 — 1996
BA, Mathematics
Lord Abbett July 2008 - Present
Robeco Investment Management January 2004 - July 2008
Skadden Arps September 1999 - June 2003
Education
Columbia Law School 1996 — 1999
Columbia University in the City of New York 1992 — 1996
BA, Mathematics
Andrew Khatri's Lord Abbett Experience March 2011 - Present
Job Partner & Director of Trading at Lord Abbett
Industry Financial Services
Experience
Lord Abbett March 2011 - Present
MarketAxess March 2009 - June 2011
Citigroup Global Markets May 2007 - January 2009
Wellington Management Co, LLP 2002 - 2007
Education
Boston College 1997 — 2001
BS
Lord Abbett March 2011 - Present
MarketAxess March 2009 - June 2011
Citigroup Global Markets May 2007 - January 2009
Wellington Management Co, LLP 2002 - 2007
Education
Boston College 1997 — 2001
BS
Angelique Trapani's Lord Abbett Experience March 2003 - June 2005
Job Assistant General Counsel & Director (Global Wealth & Investment Management) at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Merrill Lynch 2010 - 2013
Deutsche Bank June 2005 - September 2010
Lord Abbett March 2003 - June 2005
Simpson Thacher & Bartlett LLP July 2000 - February 2003
Mayer Brown July 1999 - July 2000
Skills
Hedge Funds, Mutual Funds, Securities, Alternative Investments, Global Investment..., Wealth Management, Broker-Dealer, Transfer Agency
Education
Georgetown University Law Center 1996 — 1999
Master of Laws (LL.M.), International and Comparative Law
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Laws (LL.B.)
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), Political Science and French Language & Literature
Bank of America September 2010 - Present
Merrill Lynch 2010 - 2013
Deutsche Bank June 2005 - September 2010
Lord Abbett March 2003 - June 2005
Simpson Thacher & Bartlett LLP July 2000 - February 2003
Mayer Brown July 1999 - July 2000
Skills
Hedge Funds, Mutual Funds, Securities, Alternative Investments, Global Investment..., Wealth Management, Broker-Dealer, Transfer Agency
Education
Georgetown University Law Center 1996 — 1999
Master of Laws (LL.M.), International and Comparative Law
University of Ottawa / Université d'Ottawa 1991 — 1994
Bachelor of Laws (LL.B.)
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), Political Science and French Language & Literature
Naimish Shah's Lord Abbett Experience Director - Equity ResearchCredit Suisse Asset Management2000 - 2003
Job Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett Director - Equity ResearchCredit Suisse Asset Management2000 - 2003
Goldman Sachs 1997 - 2000
Education
University of Michigan 1987 — 1991
Columbia University - Columbia Business School
Lord Abbett Director - Equity ResearchCredit Suisse Asset Management2000 - 2003
Goldman Sachs 1997 - 2000
Education
University of Michigan 1987 — 1991
Columbia University - Columbia Business School
Hosam Ramadan's Lord Abbett Experience May 2006 - May 2007
Job Messaging Architect at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade March 2014 - Present
New York Daily News November 2011 - March 2014
Wells Fargo Financial October 2010 - October 2011
CIT May 2009 - July 2010
Pfizer May 2007 - January 2009
Lord Abbett May 2006 - May 2007
The Core Club 2005 - 2006
Morgans Hotel Group 2002 - 2005
Skills
Disaster Recovery, Microsoft Exchange, Active Directory, Servers, System Administration, Networking, Security, Data Center, Project Management, VPN, High Availability, Windows Server, Troubleshooting, Virtualization, Enterprise Vault, Technical Support, Microsoft SQL Server
Education
Ain Shams University 1982 — 1986
Bs.c
TD Ameritrade March 2014 - Present
New York Daily News November 2011 - March 2014
Wells Fargo Financial October 2010 - October 2011
CIT May 2009 - July 2010
Pfizer May 2007 - January 2009
Lord Abbett May 2006 - May 2007
The Core Club 2005 - 2006
Morgans Hotel Group 2002 - 2005
Skills
Disaster Recovery, Microsoft Exchange, Active Directory, Servers, System Administration, Networking, Security, Data Center, Project Management, VPN, High Availability, Windows Server, Troubleshooting, Virtualization, Enterprise Vault, Technical Support, Microsoft SQL Server
Education
Ain Shams University 1982 — 1986
Bs.c
Ben Herbert, CFA's Lord Abbett Experience May 2010 - December 2013
Job Associate Director, Equity Research at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
Lord Abbett May 2010 - December 2013
Citigroup May 2008 - August 2008
Standard & Poor's October 2002 - July 2007
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance, Accounting
Duke University 1997 — 2001
AB, Economics, History
UBS Investment Bank December 2013 - Present
Lord Abbett May 2010 - December 2013
Citigroup May 2008 - August 2008
Standard & Poor's October 2002 - July 2007
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance, Accounting
Duke University 1997 — 2001
AB, Economics, History
Patrice Saunders's Lord Abbett Experience February 1983 - September 1984
Job Sr Marketing Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2008 - Present
Morgan Stanley 1997 - 2007
Dean Witter InterCapital 1987 - 1997
Ogilvy & Mather Direct 1984 - 1987
Lord Abbett February 1983 - September 1984
Skills
Marketing Strategy, Strategy, Asset Managment, Financial Services, Corporate Communications, Marketing, Relationship Management, Content Development, Series 7, Investments, Marketing Management, Mutual Funds, Direct Marketing, Marketing Communications, Wealth Management, Alternative Investments, Integrated Marketing, Content Management, B2B Marketing, Segmentation, Securities, Series 63, Competitive Analysis, Strategic Communications, Internal Communications, Analytics, Brand Management
Education
Elmira College 1975 — 1979
Bachelor of Arts (B.A.), Studio Art/Art History and English Literature
Oxford Brookes University 1977 — 1978
Studio Art and Art History
TIAA-CREF May 2008 - Present
Morgan Stanley 1997 - 2007
Dean Witter InterCapital 1987 - 1997
Ogilvy & Mather Direct 1984 - 1987
Lord Abbett February 1983 - September 1984
Skills
Marketing Strategy, Strategy, Asset Managment, Financial Services, Corporate Communications, Marketing, Relationship Management, Content Development, Series 7, Investments, Marketing Management, Mutual Funds, Direct Marketing, Marketing Communications, Wealth Management, Alternative Investments, Integrated Marketing, Content Management, B2B Marketing, Segmentation, Securities, Series 63, Competitive Analysis, Strategic Communications, Internal Communications, Analytics, Brand Management
Education
Elmira College 1975 — 1979
Bachelor of Arts (B.A.), Studio Art/Art History and English Literature
Oxford Brookes University 1977 — 1978
Studio Art and Art History
Geoff Skillings, CAIA's Lord Abbett Experience April 2003 - June 2004
Job Director at The Boston Company
Industry Investment Management
Experience
The Boston Company August 2004 - Present
Lord Abbett April 2003 - June 2004
The Economist January 2001 - April 2003
Skills
Hedge Funds, Alternative Investments, Institutional Sales, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Denison University 1996 — 2000
BA, Psychology
The Boston Company August 2004 - Present
Lord Abbett April 2003 - June 2004
The Economist January 2001 - April 2003
Skills
Hedge Funds, Alternative Investments, Institutional Sales, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Denison University 1996 — 2000
BA, Psychology
Jeff Zion's Lord Abbett Experience 1999 - 1999
Job Vice President Performance Measurement Operations at Delaware Investments
Industry Financial Services
Experience
Delaware Investments a member of Macquarie Group January 2006 - Present
Dupont Capital 2005 - 2005
SSR Realty Advisors June 2001 - June 2004
Lord Abbett 1999 - 1999
Citibank 1996 - 1999
Skills
Performance Measurement, Performance Auditing, Attribution, Performance Attribution, Performance Management, Performance Analysis, Asset Management, Equities, Investments, Fixed Income
Education
Drexel University - LeBow College of Business 2000 — 2001
MBA, Finance
Ithaca College 1990 — 1994
BS, Business
cherry hill east
Delaware Investments a member of Macquarie Group January 2006 - Present
Dupont Capital 2005 - 2005
SSR Realty Advisors June 2001 - June 2004
Lord Abbett 1999 - 1999
Citibank 1996 - 1999
Skills
Performance Measurement, Performance Auditing, Attribution, Performance Attribution, Performance Management, Performance Analysis, Asset Management, Equities, Investments, Fixed Income
Education
Drexel University - LeBow College of Business 2000 — 2001
MBA, Finance
Ithaca College 1990 — 1994
BS, Business
cherry hill east
Tanya Joseph's Lord Abbett Experience September 2000 - Present
Job Senior Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2000 - Present
Skills
Fixed Income, Mutual Funds, Portfolio Management, Financial Services, Asset Management, Investments, Capital Markets, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Lord Abbett September 2000 - Present
Skills
Fixed Income, Mutual Funds, Portfolio Management, Financial Services, Asset Management, Investments, Capital Markets, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Robert Frangella's Lord Abbett Experience 2000 - 2002
Job Associate at Societe Generale
Industry Financial Services
Experience
Societe Generale September 2004 - Present
Caxton Associates 2002 - 2003
Lord Abbett 2000 - 2002
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
Societe Generale September 2004 - Present
Caxton Associates 2002 - 2003
Lord Abbett 2000 - 2002
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
Renee Clinton's Lord Abbett Experience August 2007 - September 2009
Job Director of Email & Promotional Marketing at Gap Inc./ Banana Republic
Industry Retail
Experience
Gap Inc./ Banana Republic February 2015 - Present
Banana Republic / Gap Inc. February 2014 - February 2015
Gap Inc./Banana Republic September 2012 - February 2014
VF Corporation August 2011 - August 2012
VF Corporation October 2009 - August 2011
Lord Abbett August 2007 - September 2009
Skills
Merchandising, Analytics, Digital Marketing, E-commerce, Social Media Marketing, Fashion, Online Advertising, Direct Marketing, Social Media, Marketing, Retail, Marketing Strategy, Marketing Communications, Marketing Research, Strategy, Email Marketing, Digital Strategy, Social Networking, Public Relations, Brand Development, Brand Management, Market Research, Online Marketing, Mobile Marketing, Advertising, Competitive Analysis, Product Marketing, Web Analytics
Education
Bucknell University 2003 — 2007
BS, BUSINESS & CHINESE
Gap Inc./ Banana Republic February 2015 - Present
Banana Republic / Gap Inc. February 2014 - February 2015
Gap Inc./Banana Republic September 2012 - February 2014
VF Corporation August 2011 - August 2012
VF Corporation October 2009 - August 2011
Lord Abbett August 2007 - September 2009
Skills
Merchandising, Analytics, Digital Marketing, E-commerce, Social Media Marketing, Fashion, Online Advertising, Direct Marketing, Social Media, Marketing, Retail, Marketing Strategy, Marketing Communications, Marketing Research, Strategy, Email Marketing, Digital Strategy, Social Networking, Public Relations, Brand Development, Brand Management, Market Research, Online Marketing, Mobile Marketing, Advertising, Competitive Analysis, Product Marketing, Web Analytics
Education
Bucknell University 2003 — 2007
BS, BUSINESS & CHINESE
Laura (Ferro) Schnee's Lord Abbett Experience April 2010 - August 2013
Job Associate, Client Service at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2013 - Present
Lord Abbett April 2010 - August 2013
Lord Abbett January 2008 - June 2010
Skills
Equities, Series 7, Uniform Combined State..., Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Securities, Variance Analysis, Performance Attribution, Commentary, Client Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Institutional Investors, Institutional Accounts, Sales Logix, Business Objects, Institutional Marketing, Series 3, Salesforce.com
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Marketing and International Management
Allianz Global Investors September 2013 - Present
Lord Abbett April 2010 - August 2013
Lord Abbett January 2008 - June 2010
Skills
Equities, Series 7, Uniform Combined State..., Bloomberg, Mutual Funds, Asset Managment, Asset Allocation, Securities, Variance Analysis, Performance Attribution, Commentary, Client Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Institutional Investors, Institutional Accounts, Sales Logix, Business Objects, Institutional Marketing, Series 3, Salesforce.com
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Business Administration, Marketing and International Management
Arun Ramchandra's Lord Abbett Experience October 2000 - Present
Job Director of Sales & Marketing Technology
Industry Financial Services
Experience
Lord Abbett October 2000 - Present
IBM 1994 - 2000
Reader's Digest 1993 - 1994
UPS 1992 - 1993
Skills
Vendor Management, Strategy, Enterprise Software, Product Management, Business Development, Asset Management, SaaS, Business Intelligence, Analytics, Cloud Computing, IT Strategy, Portfolio Management, Financial Services, Business Analysis, Equities
Education
Birla Institute of Technology and Science, Pilani 1984 — 1989
BE, Msc, Engineering, Economics
Lord Abbett October 2000 - Present
IBM 1994 - 2000
Reader's Digest 1993 - 1994
UPS 1992 - 1993
Skills
Vendor Management, Strategy, Enterprise Software, Product Management, Business Development, Asset Management, SaaS, Business Intelligence, Analytics, Cloud Computing, IT Strategy, Portfolio Management, Financial Services, Business Analysis, Equities
Education
Birla Institute of Technology and Science, Pilani 1984 — 1989
BE, Msc, Engineering, Economics
Rajan Govindan's Lord Abbett Experience April 1998 - March 2002
Job Management Consultant, Operations, Technology , Risk
Industry Investment Management
Experience
TRAPLN Partners LLC January 2008 - Present
Ironwood Global, LLC March 2011 - August 2012
Samoset Capital Group October 2008 - March 2011
Bear Stearns Asset Management September 1995 - December 2007
OC&C Strategy Consultants April 2002 - August 2005
Lord Abbett April 1998 - March 2002
Bankers Trust Company 1971 - 1997
Skills
Operations Management, Technology Development, Restructuring, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Leadership, Investment Management, Executive Management, Valuation, Financial Services, Outsourcing, Strategy, Private Equity, Mergers, Management Consulting, Risk Management, Asset Management, Finance, Management, Mutual Funds, Analysis, Equities, Fixed Income, Investments, Alternative Investments, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Emerging Markets, Derivatives
Education
New York University 1969 — 1971
MS, Operation Research
Birla Institute of Technology and Science 1962 — 1967
BE, Structural Engineering
TRAPLN Partners LLC January 2008 - Present
Ironwood Global, LLC March 2011 - August 2012
Samoset Capital Group October 2008 - March 2011
Bear Stearns Asset Management September 1995 - December 2007
OC&C Strategy Consultants April 2002 - August 2005
Lord Abbett April 1998 - March 2002
Bankers Trust Company 1971 - 1997
Skills
Operations Management, Technology Development, Restructuring, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Leadership, Investment Management, Executive Management, Valuation, Financial Services, Outsourcing, Strategy, Private Equity, Mergers, Management Consulting, Risk Management, Asset Management, Finance, Management, Mutual Funds, Analysis, Equities, Fixed Income, Investments, Alternative Investments, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Emerging Markets, Derivatives
Education
New York University 1969 — 1971
MS, Operation Research
Birla Institute of Technology and Science 1962 — 1967
BE, Structural Engineering
Boris Grushin's Lord Abbett Experience February 2007 - June 2011
Job Director of Operations
Industry Wholesale
Experience
Electronics Wholesale Company December 2012 - Present
Barclays June 2011 - December 2012
Lord Abbett February 2007 - June 2011
Skills
Workflow, Microsoft Excel, STP, Internal Controls, Operations Management, Business Analysis, Equities, Fixed Income, Mutual Funds, Asset Managment, Investments, Securities, Financial Services, SDLC
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
Electronics Wholesale Company December 2012 - Present
Barclays June 2011 - December 2012
Lord Abbett February 2007 - June 2011
Skills
Workflow, Microsoft Excel, STP, Internal Controls, Operations Management, Business Analysis, Equities, Fixed Income, Mutual Funds, Asset Managment, Investments, Securities, Financial Services, SDLC
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
Christopher Gannatti, CFA®'s Lord Abbett Experience June 2006 - November 2010
Job Associate Director of Research at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management January 2014 - Present
WisdomTree Asset Management November 2010 - December 2013
Lord Abbett June 2006 - November 2010
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Economics, Accounting
Colgate University 2002 — 2006
Bachelor's, Economics
Simsbury High School 1998 — 2002
High School Diploma
WisdomTree Asset Management January 2014 - Present
WisdomTree Asset Management November 2010 - December 2013
Lord Abbett June 2006 - November 2010
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Economics, Accounting
Colgate University 2002 — 2006
Bachelor's, Economics
Simsbury High School 1998 — 2002
High School Diploma
Jim Jenkinson's Lord Abbett Experience May 2004 - May 2005
Job Director at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities May 2005 - Present
Lord Abbett May 2004 - May 2005
Agile Technologies July 2002 - May 2004
Lewco Securities December 1998 - July 2002
Inform Worldwide September 1997 - December 1998
Lewco Securities November 1995 - September 1997
PSE&G June 1990 - November 1995
Skills
Business Analysis, Fixed Income, Data Warehousing, Equities, Requirements Analysis, Business Intelligence, Project Management, Derivatives, Change Management, SQL, Risk Management, IT Strategy, Oracle, Requirements Gathering, Agile Methodologies, Enterprise Architecture, SDLC, Equity Derivatives, Microsoft SQL Server, MS Project, Trading Systems
Education
Bucknell University 1986 — 1990
BS, Computer Science
Mizuho Securities May 2005 - Present
Lord Abbett May 2004 - May 2005
Agile Technologies July 2002 - May 2004
Lewco Securities December 1998 - July 2002
Inform Worldwide September 1997 - December 1998
Lewco Securities November 1995 - September 1997
PSE&G June 1990 - November 1995
Skills
Business Analysis, Fixed Income, Data Warehousing, Equities, Requirements Analysis, Business Intelligence, Project Management, Derivatives, Change Management, SQL, Risk Management, IT Strategy, Oracle, Requirements Gathering, Agile Methodologies, Enterprise Architecture, SDLC, Equity Derivatives, Microsoft SQL Server, MS Project, Trading Systems
Education
Bucknell University 1986 — 1990
BS, Computer Science
Ally Henkel's Lord Abbett Experience December 1991 - September 1998
Job Spanish teacher at St. Katharine of Siena School
Industry Education Management
Experience
St. Katharine of Siena School 2011 - Present
The Agnes Irwin School 2001 - 2011
Lord Abbett December 1991 - September 1998
Skills
Curriculum Design
Education
Villanova University 2000 — 2002
MA Spanish and Hispanic Lit, Spanish and Hispanic Literature
Georgetown University 1987 — 1991
St. Katharine of Siena School 2011 - Present
The Agnes Irwin School 2001 - 2011
Lord Abbett December 1991 - September 1998
Skills
Curriculum Design
Education
Villanova University 2000 — 2002
MA Spanish and Hispanic Lit, Spanish and Hispanic Literature
Georgetown University 1987 — 1991
Silvestre Gonzalez's Lord Abbett Experience July 2006 - Present
Job Market Data specialist
Industry Financial Services
Experience
Lord Abbett July 2006 - Present
Education
Fordham University
Lord Abbett July 2006 - Present
Education
Fordham University
Florinda Chan's Lord Abbett Experience
Job SMA New accounts administrator at Lord Abbett
Industry Financial Services
Experience
Lord Abbett
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Lord Abbett
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Guy Antonelli's Lord Abbett Experience January 2004 - January 2007
Job Director Of Global Business Continuity Management and Disaster Recovery
Industry Financial Services
Experience
AIG Investments January 2007 - Present
Lord Abbett January 2004 - January 2007
Deutsche Asset Management June 2000 - 2004
Brown Brothers Harriman April 1987 - June 2000
Skills
Business Continuity..., Fixed Income, Equities, Corporate Actions, SAS70, SOX Compliancy, Middle Office, Asset Managment, Hedge Funds, Asset Management, Trading Systems, Investments, Securities, Mutual Funds, Alternative Investments, Bloomberg, Series 7, Derivatives, Financial Services, Investment Management, Bonds
Education
City University of New York-College of Staten Island 2000 — 2006
AIG Investments January 2007 - Present
Lord Abbett January 2004 - January 2007
Deutsche Asset Management June 2000 - 2004
Brown Brothers Harriman April 1987 - June 2000
Skills
Business Continuity..., Fixed Income, Equities, Corporate Actions, SAS70, SOX Compliancy, Middle Office, Asset Managment, Hedge Funds, Asset Management, Trading Systems, Investments, Securities, Mutual Funds, Alternative Investments, Bloomberg, Series 7, Derivatives, Financial Services, Investment Management, Bonds
Education
City University of New York-College of Staten Island 2000 — 2006
Luke Roden's Lord Abbett Experience 2001 - 2003
Job VP at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
Elizabeth Sayegh's Lord Abbett Experience September 1996 - December 2006
Job Manager of Reference Data at Soros Fund Management
Industry Financial Services
Experience
Soros Fund Management May 2010 - April 2015
OpHedge Investment Services January 2007 - May 2010
Lord Abbett September 1996 - December 2006
Skills
Hedge Funds, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Fund Accounting, Accounting, Financial Reporting, Middle Office, Bloomberg, Fixed Income, Equities
Education
Fordham University 1992 — 1996
BS, Accounting
Soros Fund Management May 2010 - April 2015
OpHedge Investment Services January 2007 - May 2010
Lord Abbett September 1996 - December 2006
Skills
Hedge Funds, Valuation, Asset Managment, Financial Analysis, Alternative Investments, Financial Modeling, Fund Accounting, Accounting, Financial Reporting, Middle Office, Bloomberg, Fixed Income, Equities
Education
Fordham University 1992 — 1996
BS, Accounting
Tahsin Khan's Lord Abbett Experience January 2001 - Present
Job Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett January 2001 - Present
Skills
Fixed Income, Equities, Bloomberg, Management, Investments, Mutual Funds, Derivatives, Financial Analysis, Thomson Reuters, Pricing, Valuation, Corporate Actions, Liquidity Analysis, Internal Audit, External Audit, Fair Value, Pricing Analysis, Reorganisation
Education
City University of New York-Brooklyn College
Bachelor’s Degree, Business, Management and Finance
Lord Abbett January 2001 - Present
Skills
Fixed Income, Equities, Bloomberg, Management, Investments, Mutual Funds, Derivatives, Financial Analysis, Thomson Reuters, Pricing, Valuation, Corporate Actions, Liquidity Analysis, Internal Audit, External Audit, Fair Value, Pricing Analysis, Reorganisation
Education
City University of New York-Brooklyn College
Bachelor’s Degree, Business, Management and Finance
Randy Reynolds, CFA's Lord Abbett Experience August 1999 - Present
Job Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett August 1999 - Present
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1996
Colorado State University 1991 — 1994
Lord Abbett August 1999 - Present
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1996
Colorado State University 1991 — 1994
Jaimee Alfieri's Lord Abbett Experience March 1999 - Present
Job Human Resources Manager at Lord, Abbett & Co. LLC
Industry Human Resources
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Lord Abbett March 1999 - Present
AIG July 1998 - January 1999
JP Morgan August 1997 - June 1998
Waldorf Astoria Hotel 1997 - 1997
Education
Columbia University in the City of New York 1995 — 1997
MA, Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Lord, Abbett & Co. LLC September 2015 - Present
Lord Abbett March 1999 - Present
AIG July 1998 - January 1999
JP Morgan August 1997 - June 1998
Waldorf Astoria Hotel 1997 - 1997
Education
Columbia University in the City of New York 1995 — 1997
MA, Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Jason Pastoriza's Lord Abbett Experience September 2008 - December 2011
Job Director, Client Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF December 2011 - September 2014
Lord Abbett September 2008 - December 2011
Lord Abbett March 2006 - August 2008
Neuberger Berman January 2005 - March 2006
Skills
Alternative Investments, Equities, Hedge Funds, Strategy, Bloomberg, Investments, Asset Managment, Series 7, Fixed Income, Series 63, Equity Research, Asset Allocation, Capital Markets, Financial Analysis, Financial Modeling, Portfolio Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance & Investments
Drew University 2000 — 2004
Economics
Don Bosco Prep 1996 — 2000
TIAA-CREF October 2014 - Present
TIAA-CREF December 2011 - September 2014
Lord Abbett September 2008 - December 2011
Lord Abbett March 2006 - August 2008
Neuberger Berman January 2005 - March 2006
Skills
Alternative Investments, Equities, Hedge Funds, Strategy, Bloomberg, Investments, Asset Managment, Series 7, Fixed Income, Series 63, Equity Research, Asset Allocation, Capital Markets, Financial Analysis, Financial Modeling, Portfolio Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
MBA, Finance & Investments
Drew University 2000 — 2004
Economics
Don Bosco Prep 1996 — 2000
David Seto's Lord Abbett Experience July 1991 - October 1997
Job Senior Director New York Life Investment Management
Industry Investment Management
Experience
New York Life Insurance Company June 2011 - Present
Morgan Stanley Investment Management October 2009 - June 2011
Spes Investment Advisory, Inc. February 2009 - September 2009
Robeco Investment Management July 2005 - December 2008
Neuberger Berman October 1997 - July 2005
Lord Abbett July 1991 - October 1997
Lexington Management Corp November 1986 - July 1991
Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Securities, Mutual Funds, CDO, CMBS, ABS, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Investment Strategies, Wealth Management, Bloomberg, Series 7
Education
Michigan State University - The Eli Broad College of Business 1985 — 1986
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS/BA, Accounting
New York Life Insurance Company June 2011 - Present
Morgan Stanley Investment Management October 2009 - June 2011
Spes Investment Advisory, Inc. February 2009 - September 2009
Robeco Investment Management July 2005 - December 2008
Neuberger Berman October 1997 - July 2005
Lord Abbett July 1991 - October 1997
Lexington Management Corp November 1986 - July 1991
Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Securities, Mutual Funds, CDO, CMBS, ABS, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Investment Strategies, Wealth Management, Bloomberg, Series 7
Education
Michigan State University - The Eli Broad College of Business 1985 — 1986
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS/BA, Accounting
John Mousseau's Lord Abbett Experience June 1993 - June 2000
Job Executive Vice President, Director of Fixed Income, Portfolio Manager
Industry Investment Management
Experience
Cumberland Advisors October 2000 - Present
Lord Abbett June 1993 - June 2000
E.F. Hutton & Co. 1981 - 1987
Value Line 1980 - 1981
Education
Brown University 1979 — 1980
Master of Arts (M.A.), Economics
Georgetown University 1974 — 1978
A.B., Economics
Cumberland Advisors October 2000 - Present
Lord Abbett June 1993 - June 2000
E.F. Hutton & Co. 1981 - 1987
Value Line 1980 - 1981
Education
Brown University 1979 — 1980
Master of Arts (M.A.), Economics
Georgetown University 1974 — 1978
A.B., Economics
Marybeth Leithead's Lord Abbett Experience 2007 - 2009
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock 2010 - Present
Lord Abbett 2007 - 2009
Brown Brothers Harriman 2003 - 2007
DLJ/Credit Suisse 1989 - 2001
Skills
Fixed Income, Asset Allocation, Portfolio Management, Asset Management, Municipal, Insurance, Wealth Management, Institutional, Bonds, Equities, Municipalities, Investment Management, Mutual Funds, Asset Managment, Alternative Investments, Series 7, Investment Advisory, Investment Strategies, Hedge Funds, Financial Risk, Securities, Capital Markets, Investments, Risk Management, Bloomberg, Series 63
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
Finance
College of the Holy Cross 1980 — 1984
BA, English and Economics
BlackRock 2010 - Present
Lord Abbett 2007 - 2009
Brown Brothers Harriman 2003 - 2007
DLJ/Credit Suisse 1989 - 2001
Skills
Fixed Income, Asset Allocation, Portfolio Management, Asset Management, Municipal, Insurance, Wealth Management, Institutional, Bonds, Equities, Municipalities, Investment Management, Mutual Funds, Asset Managment, Alternative Investments, Series 7, Investment Advisory, Investment Strategies, Hedge Funds, Financial Risk, Securities, Capital Markets, Investments, Risk Management, Bloomberg, Series 63
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
Finance
College of the Holy Cross 1980 — 1984
BA, English and Economics
Anton Menshikov's Lord Abbett Experience February 2009 - June 2011
Job Fixed Income Trade Support Analyst at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners June 2011 - Present
Lord Abbett February 2009 - June 2011
Lord Abbett July 2008 - February 2009
Skills
Equities, Fixed Income, Banking, Portfolio Management, Trading, Mutual Funds, Bloomberg, Derivatives, Asset Management, Investments, Hedge Funds, Securities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance & Investments
Stone Harbor Investment Partners June 2011 - Present
Lord Abbett February 2009 - June 2011
Lord Abbett July 2008 - February 2009
Skills
Equities, Fixed Income, Banking, Portfolio Management, Trading, Mutual Funds, Bloomberg, Derivatives, Asset Management, Investments, Hedge Funds, Securities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance & Investments
Jason Farago's Lord Abbett Experience January 2003 - June 2009
Job Head of Marketing & Communications, AlternativesReal Assets, Americas
Industry Financial Services
Experience
Deutsche Asset & Wealth Management September 2010 - Present
Securities Industry and Financial Markets Association June 2009 - February 2010
Lord Abbett January 2003 - June 2009
Lehman Brothers 1998 - 2002
River Communications 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Strategic Communications, Advertising, Integrated Marketing, Marketing, Social Media, Strategy, Media Relations, Public Relations, Crisis Communications, Management, Marketing Strategy, Internal Communications, Financial Services
Education
Fordham University 1996 — 1998
Masters of Arts, Marketing Communications
Marist College 1992 — 1996
BA, Communications
John F. Kennedy High School 1988 — 1992
n/a, n/a
Deutsche Asset & Wealth Management September 2010 - Present
Securities Industry and Financial Markets Association June 2009 - February 2010
Lord Abbett January 2003 - June 2009
Lehman Brothers 1998 - 2002
River Communications 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Strategic Communications, Advertising, Integrated Marketing, Marketing, Social Media, Strategy, Media Relations, Public Relations, Crisis Communications, Management, Marketing Strategy, Internal Communications, Financial Services
Education
Fordham University 1996 — 1998
Masters of Arts, Marketing Communications
Marist College 1992 — 1996
BA, Communications
John F. Kennedy High School 1988 — 1992
n/a, n/a
Jade Quach's Lord Abbett Experience June 2005 - June 2006
Job Financial Accountant at Carver Federal Savings Bank
Industry Financial Services
Experience
City National Bank of New Jersey May 2015 - Present
Carver Federal Savings Bank December 2010 - May 2015
NASDAQ OMX May 2010 - September 2010
Blackstone 2009 - 2010
JPMorgan March 2008 - September 2008
Bear Stearns June 2006 - March 2008
Lord Abbett June 2005 - June 2006
Skills
Accounting, Finance, General Ledger, Financial Reporting
Education
American InterContinental University 2006 — 2007
MBA, Management
Saint Peter's University 2001 — 2005
BS, Accounting
City National Bank of New Jersey May 2015 - Present
Carver Federal Savings Bank December 2010 - May 2015
NASDAQ OMX May 2010 - September 2010
Blackstone 2009 - 2010
JPMorgan March 2008 - September 2008
Bear Stearns June 2006 - March 2008
Lord Abbett June 2005 - June 2006
Skills
Accounting, Finance, General Ledger, Financial Reporting
Education
American InterContinental University 2006 — 2007
MBA, Management
Saint Peter's University 2001 — 2005
BS, Accounting
Mark Lavan's Lord Abbett Experience February 2002 - April 2007
Job Director, National Account Manager at Legg Mason & Co., LLC
Industry Financial Services
Experience
Legg Mason & Co., LLC November 2012 - Present
Merrill Lynch April 2007 - November 2012
Lord Abbett February 2002 - April 2007
TD Waterhouse January 2001 - February 2002
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Investment Management
University of Rhode Island 1996 — 2000
Bachelor of Science, Management Information Systems
Legg Mason & Co., LLC November 2012 - Present
Merrill Lynch April 2007 - November 2012
Lord Abbett February 2002 - April 2007
TD Waterhouse January 2001 - February 2002
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Investment Management
University of Rhode Island 1996 — 2000
Bachelor of Science, Management Information Systems
Ilene Shore's Lord Abbett Experience 1998 - 2000
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
Toni Salazar's Lord Abbett Experience March 2005 - September 2007
Job Experienced Finance Professional
Industry Government Administration
Experience
National Institutes of Health January 2011 - Present
MetLife Investors May 2009 - January 2011
Navy Federal Financial Group October 2007 - May 2009
Lord Abbett March 2005 - September 2007
Morgan Stanley June 2000 - March 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Data Analysis, Risk Management, Series 7, Valuation, Analysis, Finance, Mutual Funds, Equities, Insurance, Business Analysis, Due Diligence, Asset Allocation, Strategic Planning, Economics
Education
University of Maryland College Park 2010 — 2011
Master of Business Administration, Business Administration
University of Maryland College Park 2008 — 2010
Master of Science, Finance and Information Systems Management
Bowie State University 1994 — 1999
BS, Biology
National Institutes of Health January 2011 - Present
MetLife Investors May 2009 - January 2011
Navy Federal Financial Group October 2007 - May 2009
Lord Abbett March 2005 - September 2007
Morgan Stanley June 2000 - March 2005
Skills
Investments, Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Data Analysis, Risk Management, Series 7, Valuation, Analysis, Finance, Mutual Funds, Equities, Insurance, Business Analysis, Due Diligence, Asset Allocation, Strategic Planning, Economics
Education
University of Maryland College Park 2010 — 2011
Master of Business Administration, Business Administration
University of Maryland College Park 2008 — 2010
Master of Science, Finance and Information Systems Management
Bowie State University 1994 — 1999
BS, Biology
Jon Simonian's Lord Abbett Experience May 2005 - August 2005
Job Finance Manager at Universal McCann
Industry Marketing and Advertising
Experience
Universal McCann May 2011 - October 2012
Morgan Stanley February 2010 - May 2011
Morgan Stanley August 2007 - November 2008
Lord Abbett May 2005 - August 2005
The First Tee of Metropolitan New York May 2004 - August 2004
The First Tee of Metropolitan New York March 2003 - August 2003
Education
Trinity College-Hartford 2003 — 2007
BS, Economics, Finance, Models & Data, Chinese
Fudan University 2006 — 2006
Economics, Mandarin
Universal McCann May 2011 - October 2012
Morgan Stanley February 2010 - May 2011
Morgan Stanley August 2007 - November 2008
Lord Abbett May 2005 - August 2005
The First Tee of Metropolitan New York May 2004 - August 2004
The First Tee of Metropolitan New York March 2003 - August 2003
Education
Trinity College-Hartford 2003 — 2007
BS, Economics, Finance, Models & Data, Chinese
Fudan University 2006 — 2006
Economics, Mandarin
Jeffrey Hynoski's Lord Abbett Experience April 1992 - May 1993
Job Sr Financial Analyst and Strategic Analysis Planning & Analytics professional
Industry Information Services
Experience
Envision Liberty, LLC October 2010 - Present
BDP International November 2006 - September 2010
Delaware Investments February 1998 - June 2005
Bessemer Trust May 1993 - February 1998
Lord Abbett April 1992 - May 1993
Skills
Financial Analysis, Strategic Analysis, Valuation, Financial Modeling, Business Valuation, Strategy, Management, Mergers & Acquisitions, Business Intelligence, Forecasting, Analysis, Financial Reporting, Project Management, Process Improvement, Competitive Analysis, Business Analysis, Investments, Analytics, Capital Markets, Equities, Asset Management
Education
Saint Joseph's University 2013 — 2014
Master’s Degree, Master of Science Business Intelligence
Drexel University 2008 — 2010
Post Masters, International Business
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (M.B.A.), Double MBA: Financial Management and Economics
University of Delaware 1981 — 1985
BSBA, Concentration in Finance
Envision Liberty, LLC October 2010 - Present
BDP International November 2006 - September 2010
Delaware Investments February 1998 - June 2005
Bessemer Trust May 1993 - February 1998
Lord Abbett April 1992 - May 1993
Skills
Financial Analysis, Strategic Analysis, Valuation, Financial Modeling, Business Valuation, Strategy, Management, Mergers & Acquisitions, Business Intelligence, Forecasting, Analysis, Financial Reporting, Project Management, Process Improvement, Competitive Analysis, Business Analysis, Investments, Analytics, Capital Markets, Equities, Asset Management
Education
Saint Joseph's University 2013 — 2014
Master’s Degree, Master of Science Business Intelligence
Drexel University 2008 — 2010
Post Masters, International Business
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (M.B.A.), Double MBA: Financial Management and Economics
University of Delaware 1981 — 1985
BSBA, Concentration in Finance
Margaret Rodenberg's Lord Abbett Experience September 2004 - October 2006
Job Matt O'Neill Real Estate Agent
Industry Real Estate
Experience
Matt O'Neill Real Estate December 2013 - Present
Goldman Sachs Asset Management June 2009 - February 2012
AllianceBernstein October 2006 - May 2009
Lord Abbett September 2004 - October 2006
Skills
Management, Series 7, Investments, Mutual Funds, Asset Management, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance
Matt O'Neill Real Estate December 2013 - Present
Goldman Sachs Asset Management June 2009 - February 2012
AllianceBernstein October 2006 - May 2009
Lord Abbett September 2004 - October 2006
Skills
Management, Series 7, Investments, Mutual Funds, Asset Management, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance
Kevin Gibney's Lord Abbett Experience June 2001 - February 2005
Job Chief Executive Officer at Ariel Wealth Advisors, LLC
Industry Financial Services
Experience
Ariel Wealth Advisors, LLC November 2009 - Present
The Ayco Company, L.P. February 2005 - November 2009
Lord Abbett June 2001 - February 2005
Skills
Retirement Planning, Estate Planning, Financial Advisory, Entrepreneurship, Investment Management, Wealth Management..., Tax, Finance, Management, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Asset Management, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments
Education
Fairleigh Dickinson University 2005 — 2007
M.B.A, Finance
Muhlenberg College 1997 — 2001
B.A, Accounting & Finance (double major)
Chatham High School 1993 — 1997
KEY CLUB!!
KEY CLUB!!
Ariel Wealth Advisors, LLC November 2009 - Present
The Ayco Company, L.P. February 2005 - November 2009
Lord Abbett June 2001 - February 2005
Skills
Retirement Planning, Estate Planning, Financial Advisory, Entrepreneurship, Investment Management, Wealth Management..., Tax, Finance, Management, Investments, Mutual Funds, Mergers & Acquisitions, Portfolio Management, Asset Management, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments
Education
Fairleigh Dickinson University 2005 — 2007
M.B.A, Finance
Muhlenberg College 1997 — 2001
B.A, Accounting & Finance (double major)
Chatham High School 1993 — 1997
KEY CLUB!!
KEY CLUB!!
Eileen Cook's Lord Abbett Experience 1991 - 1994
Job Director of Business Analytics at C3/CustomerContactChannels, Inc.
Industry Outsourcing/Offshoring
Experience
C3/CustomerContactChannels, Inc. November 2011 - Present
MacKay Shields April 2006 - June 2009
MacKay Shields July 1994 - December 2001
Lord Abbett 1991 - 1994
Smith Barney 1987 - 1991
Education
American University 1977 — 1981
BA, International Studies and Economics
NYU Stern School of Business
C3/CustomerContactChannels, Inc. November 2011 - Present
MacKay Shields April 2006 - June 2009
MacKay Shields July 1994 - December 2001
Lord Abbett 1991 - 1994
Smith Barney 1987 - 1991
Education
American University 1977 — 1981
BA, International Studies and Economics
NYU Stern School of Business
Josh Schuck's Lord Abbett Experience 2003 - 2006
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management May 2006 - Present
State Street May 2006 - May 2007
Lord Abbett 2003 - 2006
Skills
Series 7, Equities, Fixed Income, Investment Banking, Investments, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Management
Seton Hall University 1998 — 2003
Finance
Boston University
MS Finance
Goldman Sachs Asset Management May 2006 - Present
State Street May 2006 - May 2007
Lord Abbett 2003 - 2006
Skills
Series 7, Equities, Fixed Income, Investment Banking, Investments, Bloomberg, Financial Modeling, Asset Management, Hedge Funds
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Management
Seton Hall University 1998 — 2003
Finance
Boston University
MS Finance
Billy Ross's Lord Abbett Experience April 2010 - June 2011
Job Analyst at Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital June 2011 - April 2012
Lord Abbett April 2010 - June 2011
Education
Carnegie Mellon University 2003 — 2007
Apollo Global Management LLC April 2012 - Present
Stone Tower Capital June 2011 - April 2012
Lord Abbett April 2010 - June 2011
Education
Carnegie Mellon University 2003 — 2007
Ellie Guo's Lord Abbett Experience September 2010 - Present
Job Senior Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2010 - Present
Education
Columbia University in the City of New York 2008 — 2010
M.A., Statistics
Sichuan University
B.A., Bioengineering
Lord Abbett September 2010 - Present
Education
Columbia University in the City of New York 2008 — 2010
M.A., Statistics
Sichuan University
B.A., Bioengineering
Julie Gerstmayr Kelly's Lord Abbett Experience May 2004 - April 2007
Job Ast. Vice President Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2007 - Present
Lord Abbett May 2004 - April 2007
Education
Colgate University 2000 — 2004
International Relations
AllianceBernstein April 2007 - Present
Lord Abbett May 2004 - April 2007
Education
Colgate University 2000 — 2004
International Relations
Alan Straus's Lord Abbett Experience September 2002 - September 2007
Job Portfolio Manager
Industry Investment Management
Experience
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Schroders January 2012 - Present
Schroders January 2012 - September 2013
Center Bancorp January 2010 - May 2012
Omega Advisors June 2009 - December 2011
Ahab Capital 2007 - 2008
Lord Abbett September 2002 - September 2007
Merrill Lynch Investment Managers 1997 - 2002
Merrill Lynch / BlackRock 1997 - 2002
Merrill Lynch 1997 - 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Asset Management, Hedge Funds, Private Equity, Series 7, Investment Management, Securities, Fixed Income, Alternative Investments, Financial Risk, Derivatives, Investment Strategies, Valuation, Equity Valuation, Trading, Asset Allocation, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Mutual Funds, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance
Cornell University
BS, Industrial and Labor Relations
Todd Jacobson's Lord Abbett Experience Partner, Associate Director of International EquitiesLord Abbett2003 - Present
Job Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett Partner, Associate Director of International EquitiesLord Abbett2003 - Present
Value Line Asset Management 1989 - 2001
Brown Brothers Harriman 1993 - 1997
Skills
Equities, Fixed Income, Competitive Analysis, Equity Research, Investments, Asset Managment, Finance, Hedge Funds, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Binghamton University 1984 — 1988
BA, Economics
Lord Abbett Partner, Associate Director of International EquitiesLord Abbett2003 - Present
Value Line Asset Management 1989 - 2001
Brown Brothers Harriman 1993 - 1997
Skills
Equities, Fixed Income, Competitive Analysis, Equity Research, Investments, Asset Managment, Finance, Hedge Funds, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Binghamton University 1984 — 1988
BA, Economics
William Ernst's Lord Abbett Experience March 2005 - November 2006
Job Director Investments IT Data Architecture & Governance
Industry Financial Services
Experience
MetLife Group, Inc (Investments Division) February 2009 - Present
Artio Global Investors December 2006 - December 2008
Lord Abbett March 2005 - November 2006
Pershing LLC January 1999 - March 2005
Prudential Securities September 1987 - January 1997
Smith Barney August 1983 - September 1987
Skills
Data Warehousing, Business Intelligence, Data Modeling, Business Analysis, Master Data Management, Requirements Analysis, Requirements Gathering, Enterprise Architecture, IT Strategy, Derivatives, Fixed Income, Financial Services, Business Requirements, Governance, Project Management, SDLC
Education
Florida Institute of Technology
Seaford High School (NY)
MetLife Group, Inc (Investments Division) February 2009 - Present
Artio Global Investors December 2006 - December 2008
Lord Abbett March 2005 - November 2006
Pershing LLC January 1999 - March 2005
Prudential Securities September 1987 - January 1997
Smith Barney August 1983 - September 1987
Skills
Data Warehousing, Business Intelligence, Data Modeling, Business Analysis, Master Data Management, Requirements Analysis, Requirements Gathering, Enterprise Architecture, IT Strategy, Derivatives, Fixed Income, Financial Services, Business Requirements, Governance, Project Management, SDLC
Education
Florida Institute of Technology
Seaford High School (NY)
Kevin Shanley's Lord Abbett Experience 1997 - 2003
Job Director, National Accounts at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2007 - Present
JPMorgan Asset Management 2003 - 2006
Lord Abbett 1997 - 2003
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Series 24, Asset Managment, ETFs, Asset Allocation, Equities, Fixed Income, Investments, Wealth Management, Investment Management, Securities, FINRA, Investment Strategies, Portfolio Management, Investment Advisory, Separately Managed...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Finance
Allianz Global Investors 2007 - Present
JPMorgan Asset Management 2003 - 2006
Lord Abbett 1997 - 2003
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Series 24, Asset Managment, ETFs, Asset Allocation, Equities, Fixed Income, Investments, Wealth Management, Investment Management, Securities, FINRA, Investment Strategies, Portfolio Management, Investment Advisory, Separately Managed...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Finance
Evan Borenstein's Lord Abbett Experience July 2010 - May 2012
Job Senior Quantitative Analyst at ING Investment Management
Industry Financial Services
Experience
ING Investment Management May 2012 - Present
Lord Abbett July 2010 - May 2012
PSQR Management LLC July 2009 - June 2010
Georgia Institute of Technology August 2004 - May 2009
Susquehanna International Group 2002 - 2004
Skills
C, Java, SAS, Linear Programming, Algorithms, Matlab, SQL, Fixed Income Strategies, Mathematics, Options, Statistics, VBA
Education
Georgia Institute of Technology 2004 — 2009
PhD, Mathematics
University of Virginia 1999 — 2002
BA, Mathematics
Woodward Academy 1995 — 1999
HS Diploma
ING Investment Management May 2012 - Present
Lord Abbett July 2010 - May 2012
PSQR Management LLC July 2009 - June 2010
Georgia Institute of Technology August 2004 - May 2009
Susquehanna International Group 2002 - 2004
Skills
C, Java, SAS, Linear Programming, Algorithms, Matlab, SQL, Fixed Income Strategies, Mathematics, Options, Statistics, VBA
Education
Georgia Institute of Technology 2004 — 2009
PhD, Mathematics
University of Virginia 1999 — 2002
BA, Mathematics
Woodward Academy 1995 — 1999
HS Diploma
Julina Ogilvie's Lord Abbett Experience July 1997 - August 2011
Job Vice President at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management August 2011 - Present
Lord Abbett July 1997 - August 2011
Education
Colgate University 1993 — 1997
Economics and Spanish
JP Morgan Asset Management August 2011 - Present
Lord Abbett July 1997 - August 2011
Education
Colgate University 1993 — 1997
Economics and Spanish
Christopher Harnett's Lord Abbett Experience January 2010 - Present
Job Associate Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett January 2010 - Present
Witter Asset Management August 2009 - September 2009
MBA Mortgage Corporation January 2009 - May 2009
Skills
Bonds
Education
Cornell University 2006 — 2008
BS, Applied Economics and Management, Finance
Regis High School 2002 — 2006
Lord Abbett January 2010 - Present
Witter Asset Management August 2009 - September 2009
MBA Mortgage Corporation January 2009 - May 2009
Skills
Bonds
Education
Cornell University 2006 — 2008
BS, Applied Economics and Management, Finance
Regis High School 2002 — 2006
Josh Cianciolo's Lord Abbett Experience 1997 - 2000
Job Managed Account Marketing Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
Steve Prussman's Lord Abbett Experience May 2005 - Present
Job Manager Institutional Portfolio Administration
Industry Financial Services
Experience
Lord Abbett May 2005 - Present
Credit Suisse First Boston 2003 - 2005
JPMorgan Chase January 2002 - April 2003
Skills
Asset Managment, Asset Management, Bloomberg, Financial Services, Fixed Income, Investments, MBS, Mutual Funds, Securities, Equities, Financial Analysis, Derivatives
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelors, Business Management Finance
Lord Abbett May 2005 - Present
Credit Suisse First Boston 2003 - 2005
JPMorgan Chase January 2002 - April 2003
Skills
Asset Managment, Asset Management, Bloomberg, Financial Services, Fixed Income, Investments, MBS, Mutual Funds, Securities, Equities, Financial Analysis, Derivatives
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelors, Business Management Finance
Matt Woehnker's Lord Abbett Experience June 2006 - October 2009
Job Vice President of Business Development at WBI
Industry Financial Services
Experience
WBI September 2015 - Present
WBI June 2014 - September 2015
WBI April 2012 - June 2014
BlackRock October 2009 - April 2012
Lord Abbett June 2006 - October 2009
Credit Suisse May 2005 - September 2005
Education
Elizabethtown College 2002 — 2006
BA, Finance
Christian Brothers Academy
WBI September 2015 - Present
WBI June 2014 - September 2015
WBI April 2012 - June 2014
BlackRock October 2009 - April 2012
Lord Abbett June 2006 - October 2009
Credit Suisse May 2005 - September 2005
Education
Elizabethtown College 2002 — 2006
BA, Finance
Christian Brothers Academy
Catherine Knickerbocker Diao's Lord Abbett Experience 1993 - 2002
Job Student at Brown University
Industry Banking
Experience
Lord Abbett 1993 - 2002
Education
Brown University 1979 — 1983
Lord Abbett 1993 - 2002
Education
Brown University 1979 — 1983
Clifford Turbitt's Lord Abbett Experience April 2005 - March 2009
Job Senior Vice President/Corporate Counsel at Jefferies Bache Commodities Group
Industry Financial Services
Experience
Jefferies Bache Commodities April 2009 - Present
Lord Abbett April 2005 - March 2009
Merrill Lynch Investment Managers August 2002 - April 2005
Dechert LLP December 1998 - August 2002
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1981 — 1984
BS, Economics
Jefferies Bache Commodities April 2009 - Present
Lord Abbett April 2005 - March 2009
Merrill Lynch Investment Managers August 2002 - April 2005
Dechert LLP December 1998 - August 2002
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1981 — 1984
BS, Economics
Tucker Glavin's Lord Abbett Experience 2010 - 2013
Job Managing Director, PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments July 2013 - Present
Lord Abbett 2010 - 2013
Columbia Management 2007 - 2010
Fidelity Investments - Pyramis Global Advisors 1996 - 2006
Skills
Investments, Equities, Pension Funds, Alternative Investments, Asset Management, Financial Services, Fixed Income, Institutional..., Securities, ETFs, Series 7, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Management, Investment Advisory, Series 63, Portfolio Management, Wealth Management, Fund Of Funds, Capital Markets, Equity Research, Institutional Sales, Asset Managment, Corporate Law, Investment Strategies
Education
American School London
High School
Bentley University
PineBridge Investments July 2013 - Present
Lord Abbett 2010 - 2013
Columbia Management 2007 - 2010
Fidelity Investments - Pyramis Global Advisors 1996 - 2006
Skills
Investments, Equities, Pension Funds, Alternative Investments, Asset Management, Financial Services, Fixed Income, Institutional..., Securities, ETFs, Series 7, Hedge Funds, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Management, Investment Advisory, Series 63, Portfolio Management, Wealth Management, Fund Of Funds, Capital Markets, Equity Research, Institutional Sales, Asset Managment, Corporate Law, Investment Strategies
Education
American School London
High School
Bentley University
John McMillin's Lord Abbett Experience September 2007 - Present
Job research analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2007 - Present
Prudential Securities 1985 - 2007
Education
Babson College
Master of Business Administration (MBA)
Bucknell University 1971 — 1975
BSBA
Lord Abbett September 2007 - Present
Prudential Securities 1985 - 2007
Education
Babson College
Master of Business Administration (MBA)
Bucknell University 1971 — 1975
BSBA
Paul Schieber's Lord Abbett Experience December 1996 - December 2007
Job RVP at Principal Funds
Industry Financial Services
Experience
The Principal Financial Group 2008 - Present
Principal Funds December 2007 - Present
Lord Abbett December 1996 - December 2007
Merrill Lynch May 1991 - December 1994
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Series 24, Financial Advisory, 401k, Series 65
Education
State University of New York at Binghamton 1982 — 1986
BA
The Principal Financial Group 2008 - Present
Principal Funds December 2007 - Present
Lord Abbett December 1996 - December 2007
Merrill Lynch May 1991 - December 1994
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Series 24, Financial Advisory, 401k, Series 65
Education
State University of New York at Binghamton 1982 — 1986
BA
Samuel Nordberg's Lord Abbett Experience June 1999 - October 2001
Job Director, Behavioral Health Informatics and Innovation at Harvard Vanguard Medical Associates
Industry Mental Health Care
Experience
Harvard Vanguard Medical Associates February 2015 - Present
Spruce Bluff Partners July 2014 - Present
Center for Healthcare Organization and Implementation Research (CHOIR) September 2013 - January 2015
Part-time Consulting August 2013 - August 2014
VA Boston September 2012 - September 2013
Penn State University September 2006 - August 2013
Lord Abbett June 1999 - October 2001
Skills
Psychotherapy, Psychology, Psychological Assessment, Higher Education, Public Health, Mental Health, Grant Writing, Clinical Research, Teaching, Program Development, Research, SPSS, Literature Reviews, Group Therapy, Statistics, Measurement Systems, Healthcare, Program Evaluation, Qualitative Research, Community Outreach, Research Design, Student Affairs, Grants, Adolescents, Data Analysis, Public Speaking, Treatment, Management, Behavioral Health, Project Management
Education
Penn State University 2005 — 2012
Doctor of Philosophy (PhD), Clinical Psychology
Columbia University in the City of New York 2003 — 2005
Post-Baccalaureate, Psychology
Bowdoin College 1996 — 1999
BA/BS, Economics/Computer Science
Groton 1992 — 1995
Harvard Vanguard Medical Associates February 2015 - Present
Spruce Bluff Partners July 2014 - Present
Center for Healthcare Organization and Implementation Research (CHOIR) September 2013 - January 2015
Part-time Consulting August 2013 - August 2014
VA Boston September 2012 - September 2013
Penn State University September 2006 - August 2013
Lord Abbett June 1999 - October 2001
Skills
Psychotherapy, Psychology, Psychological Assessment, Higher Education, Public Health, Mental Health, Grant Writing, Clinical Research, Teaching, Program Development, Research, SPSS, Literature Reviews, Group Therapy, Statistics, Measurement Systems, Healthcare, Program Evaluation, Qualitative Research, Community Outreach, Research Design, Student Affairs, Grants, Adolescents, Data Analysis, Public Speaking, Treatment, Management, Behavioral Health, Project Management
Education
Penn State University 2005 — 2012
Doctor of Philosophy (PhD), Clinical Psychology
Columbia University in the City of New York 2003 — 2005
Post-Baccalaureate, Psychology
Bowdoin College 1996 — 1999
BA/BS, Economics/Computer Science
Groton 1992 — 1995
Elizabeth Broderick's Lord Abbett Experience 2002 - 2009
Job Medical Receptionist at Barnabas Health
Industry Financial Services
Experience
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Benjamin Forssell, CFA's Lord Abbett Experience August 2000 - October 2002
Job Managing Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Manulife Asset Management August 2013 - Present
Manulife Asia January 2010 - July 2013
John Hancock Financial Services October 2005 - January 2010
Manulife Financial March 2003 - October 2005
Lord Abbett August 2000 - October 2002
Skills
Mutual Funds, Investments, Asset Allocation, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Due Diligence, Pensions, Insurance, Analysis, Hedge Funds, Finance, Fixed Income, Alternative Investments, Equities, Retirement Planning, Management, Investment Strategies, Strategic Planning
Education
Colgate University 1996 — 2000
Bachelors, Philosophy & Religion
Ellen Itskovitz, CFA's Lord Abbett Experience 1998 - 2009
Job at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2010 - Present
Lord Abbett 1998 - 2009
ING Baring Furman Selz 1993 - 1998
Chase Manhattan Bank 1991 - 1993
Skills
Fixed Income, High Yield, Portfolio Management, Credit, Emerging Markets, Hedge Funds, Financial Structuring, Strategy, Capital Markets, Asset Management, Alternative Investments, Equities, Bloomberg, Credit Derivatives, Analysis, Investment Management, Bonds, Valuation
Education
Duke University
AB, Economics, Public Policy
The University of Chicago Booth School of Business
MBA, Specialization in Finance
UBS Global Asset Management 2010 - Present
Lord Abbett 1998 - 2009
ING Baring Furman Selz 1993 - 1998
Chase Manhattan Bank 1991 - 1993
Skills
Fixed Income, High Yield, Portfolio Management, Credit, Emerging Markets, Hedge Funds, Financial Structuring, Strategy, Capital Markets, Asset Management, Alternative Investments, Equities, Bloomberg, Credit Derivatives, Analysis, Investment Management, Bonds, Valuation
Education
Duke University
AB, Economics, Public Policy
The University of Chicago Booth School of Business
MBA, Specialization in Finance
Evan Carpenter's Lord Abbett Experience August 2003 - August 2012
Job Vice President, Equities Research at Mutual of America Capital Management Corp.
Industry Investment Management
Experience
Mutual of America Capital Management Corp. August 2012 - Present
Lord Abbett August 2003 - August 2012
Gabelli Asset Management January 2000 - June 2003
US Trust May 1999 - August 1999
WorldTeach August 1997 - August 1998
Citigroup June 1994 - August 1997
Skills
Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Economics, Electronic Trading, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fundamental Analysis, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Portfolio Management, Private Equity, Securities, Series 7, Special Situations, Trading, Trading Systems, Valuation, Value Investing, Wealth Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Lafayette College 1990 — 1994
BA, Math & Economics
Mutual of America Capital Management Corp. August 2012 - Present
Lord Abbett August 2003 - August 2012
Gabelli Asset Management January 2000 - June 2003
US Trust May 1999 - August 1999
WorldTeach August 1997 - August 1998
Citigroup June 1994 - August 1997
Skills
Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Economics, Electronic Trading, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fundamental Analysis, Hedge Funds, Investment Advisory, Investment Banking, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Portfolio Management, Private Equity, Securities, Series 7, Special Situations, Trading, Trading Systems, Valuation, Value Investing, Wealth Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Lafayette College 1990 — 1994
BA, Math & Economics
Melissa Brooks, CFA's Lord Abbett Experience April 2010 - Present
Job Senior Analyst, Competitive Intelligence at Lord Abbett
Industry Financial Services
Experience
Lord Abbett April 2010 - Present
Lord Abbett January 2006 - April 2010
Education
Fordham University 2000 — 2004
BS, Business Administration
Lord Abbett April 2010 - Present
Lord Abbett January 2006 - April 2010
Education
Fordham University 2000 — 2004
BS, Business Administration
Silvestre Gonzalez's Lord Abbett Experience AssociateJP Morgan Chase1969 - 2003
Job Market Data Administrator at Lord Abbett
Industry Financial Services
Experience
Lord Abbett AssociateJP Morgan Chase1969 - 2003
Education
Fordham University 1981 — 1986
BA, Economics
Lord Abbett AssociateJP Morgan Chase1969 - 2003
Education
Fordham University 1981 — 1986
BA, Economics
Leena Kaur's Lord Abbett Experience July 2007 - September 2010
Job Senior Analyst EY FSO Advisory
Industry Financial Services
Experience
EY FSO Advisory - Wealth & Asset Management July 2015 - Present
Neuberger Berman, LLC, New York, NY September 2010 - July 2015
Lord Abbett July 2007 - September 2010
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Managment, Securities, Portfolio Management, Investments, Middle Office, Capital Markets, Business Analysis, Financial Analysis, Asset Management, Bloomberg Terminal, Due Diligence, Risk Management
Education
Baruch College
Bachelor's degree, Accounting
EY FSO Advisory - Wealth & Asset Management July 2015 - Present
Neuberger Berman, LLC, New York, NY September 2010 - July 2015
Lord Abbett July 2007 - September 2010
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Managment, Securities, Portfolio Management, Investments, Middle Office, Capital Markets, Business Analysis, Financial Analysis, Asset Management, Bloomberg Terminal, Due Diligence, Risk Management
Education
Baruch College
Bachelor's degree, Accounting
Deepak Kochhar, PMP's Lord Abbett Experience September 2005 - Present
Job Business Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2005 - Present
Guy Carpenter March 2002 - September 2005
Instinet Corporation January 2001 - October 2001
Education
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Adelphi University 1987 — 1991
BA, Management and Information Technology
Lord Abbett September 2005 - Present
Guy Carpenter March 2002 - September 2005
Instinet Corporation January 2001 - October 2001
Education
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Adelphi University 1987 — 1991
BA, Management and Information Technology
Andrew Willey's Lord Abbett Experience September 2011 - September 2013
Job Associate Director, Product Strategy at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
Lord Abbett September 2011 - September 2013
Lord Abbett February 2010 - August 2011
Hennion & Walsh June 2009 - November 2009
Belle Haven Investments June 2008 - August 2008
Education
Colgate University 2005 — 2009
B.A., Political Science
The Hun School of Princeton 2001 — 2005
Lord, Abbett & Co. LLC October 2013 - Present
Lord Abbett September 2011 - September 2013
Lord Abbett February 2010 - August 2011
Hennion & Walsh June 2009 - November 2009
Belle Haven Investments June 2008 - August 2008
Education
Colgate University 2005 — 2009
B.A., Political Science
The Hun School of Princeton 2001 — 2005
Brooke Fapohunda's Lord Abbett Experience September 2006 - Present
Job Assistant General Counsel at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2006 - Present
Credit Suisse 2005 - 2006
Willkie Farr & Gallagher LLP 2004 - 2006
K&L Gates 2002 - 2004
Skills
Securities, Due Diligence, Corporate Governance, Corporate Law, Securities Regulation, Private Equity, Hedge Funds, Capital Markets, Mergers & Acquisitions, Investments
Education
Columbia University School of Law 1999 — 2002
JD
Princeton University 1993 — 1997
AB
Lord Abbett September 2006 - Present
Credit Suisse 2005 - 2006
Willkie Farr & Gallagher LLP 2004 - 2006
K&L Gates 2002 - 2004
Skills
Securities, Due Diligence, Corporate Governance, Corporate Law, Securities Regulation, Private Equity, Hedge Funds, Capital Markets, Mergers & Acquisitions, Investments
Education
Columbia University School of Law 1999 — 2002
JD
Princeton University 1993 — 1997
AB
Greg Shuman's Lord Abbett Experience July 2010 - Present
Job Portfolio Analyst at Lord Abbett
Industry
Experience
Lord Abbett July 2010 - Present
Education
Harvard University 2006 — 2010
Lord Abbett July 2010 - Present
Education
Harvard University 2006 — 2010
John Semelsberger's Lord Abbett Experience September 2010 - August 2012
Job Vice President at The Bank of TokyoMitsubishi, UFJ, Ltd.
Industry Information Technology and Services
Experience
The Bank of Tokyo-Mitsubishi, UFJ, Ltd. May 2014 - Present
Univision September 2012 - May 2014
Lord Abbett September 2010 - August 2012
Deutsche Bank July 2000 - September 2010
Skills
SDLC, Salesforce.com, Problem Solving, Team Leadership, Vendor Management, Analysis, Business Analysis, PMP, Risk Management, Business Process..., Software Project..., Program Management, Management, Project Management, CRM, Cross-functional Team..., Financial Services, New Business Development, Portfolio Management, Product Management
Education
East Carolina University - College of Business 1989 — 1991
MBA, Finance
East Carolina University - College of Business 1985 — 1989
BSBA, Business (Computer Information Systems)
The Bank of Tokyo-Mitsubishi, UFJ, Ltd. May 2014 - Present
Univision September 2012 - May 2014
Lord Abbett September 2010 - August 2012
Deutsche Bank July 2000 - September 2010
Skills
SDLC, Salesforce.com, Problem Solving, Team Leadership, Vendor Management, Analysis, Business Analysis, PMP, Risk Management, Business Process..., Software Project..., Program Management, Management, Project Management, CRM, Cross-functional Team..., Financial Services, New Business Development, Portfolio Management, Product Management
Education
East Carolina University - College of Business 1989 — 1991
MBA, Finance
East Carolina University - College of Business 1985 — 1989
BSBA, Business (Computer Information Systems)
Kelly Arek's Lord Abbett Experience July 2006 - May 2011
Job Vice President, Institutional Advisory and Sales, JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Chase May 2011 - Present
Lord Abbett July 2006 - May 2011
Education
College of the Holy Cross 2002 — 2006
BA, Economics
JP Morgan Chase May 2011 - Present
Lord Abbett July 2006 - May 2011
Education
College of the Holy Cross 2002 — 2006
BA, Economics
Tom Ferrara's Lord Abbett Experience March 2006 - February 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
shyam chinta's Lord Abbett Experience May 2003 - May 2011
Job Manager Quality and Production Deployment at Ziosk
Industry Information Technology and Services
Experience
Ziosk June 2011 - Present
Lord Abbett May 2003 - May 2011
Education
Fairleigh Dickinson University
Master's degree, Electrical and Electronics Engineering
Walchand Institute of Technology
Bachelor's degree, Industrial Electronics
Ziosk June 2011 - Present
Lord Abbett May 2003 - May 2011
Education
Fairleigh Dickinson University
Master's degree, Electrical and Electronics Engineering
Walchand Institute of Technology
Bachelor's degree, Industrial Electronics
Wellington Management
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC