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
Philip Kaukonen Philip Kaukonen's Lord Abbett Experience 1994 - 2012
Job Equity Analyst with a focus on Materials and Energy as well as Airlines and Aerospace/Defense
Industry Financial Services
Experience
S&P Capital IQ 2013 - 2014
Lord Abbett 1994 - 2012
State Teachers Retirement System of Ohio 1986 - 1994
Skills
Chartered Financial..., Equity Research, Financial Analysis, Financial Modeling, Energy Industry, Commodity Markets, Fertilizer Industry, Mining Industry, Airline Industry
Education
University of Michigan 1984 — 1986
Master of Business Administration (MBA), Finance, General
UCSD 1977 — 1982
Bachelor of Arts (B.A.), Economics and Political Science
S&P Capital IQ 2013 - 2014
Lord Abbett 1994 - 2012
State Teachers Retirement System of Ohio 1986 - 1994
Skills
Chartered Financial..., Equity Research, Financial Analysis, Financial Modeling, Energy Industry, Commodity Markets, Fertilizer Industry, Mining Industry, Airline Industry
Education
University of Michigan 1984 — 1986
Master of Business Administration (MBA), Finance, General
UCSD 1977 — 1982
Bachelor of Arts (B.A.), Economics and Political Science
Emily Kuppler Emily Kuppler's Lord Abbett Experience October 2008 - March 2011
Job Executive Assistant at N2 Publishing
Industry Publishing
Experience
N2 Publishing October 2014 - Present
Wells Fargo October 2012 - October 2014
UBS January 2012 - October 2012
UBS March 2011 - December 2011
Lord Abbett October 2008 - March 2011
Education
Mary Washington College 2000 — 2004
Bachelor of Science, Business Administration
N2 Publishing October 2014 - Present
Wells Fargo October 2012 - October 2014
UBS January 2012 - October 2012
UBS March 2011 - December 2011
Lord Abbett October 2008 - March 2011
Education
Mary Washington College 2000 — 2004
Bachelor of Science, Business Administration
Tim Nash, CAIA Tim Nash, CAIA's Lord Abbett Experience June 2002 - October 2006
Job President & Chief Executive Officer at Nash Innovations, LLC.
Industry Investment Management
Experience
Self Employed February 2015 - Present
BPV Capital Management February 2013 - February 2015
Lexington Asset Management July 2010 - February 2013
March Capital July 2010 - February 2013
Man Investments October 2006 - March 2010
Lord Abbett June 2002 - October 2006
Skills
Series 3, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Investments, Series 7, Managed Futures, Commodities, Derivatives, Trading Strategies, CAIA, Separately Managed..., Mutual Funds, Equities, Fund Of Funds, Fixed Income, Investment Management, Securities, Financial Markets, Bonds, Structured Products, Institutional Investors, Due Diligence, Wealth Management..., Risk Management, Financial Services, Options, FINRA, Asset Managment
Education
University of Missouri-Columbia 1997 — 2001
Personal Finance, Finance
Sacred Heart Griffin 1993 — 1997
High School Diploma
Self Employed February 2015 - Present
BPV Capital Management February 2013 - February 2015
Lexington Asset Management July 2010 - February 2013
March Capital July 2010 - February 2013
Man Investments October 2006 - March 2010
Lord Abbett June 2002 - October 2006
Skills
Series 3, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Investments, Series 7, Managed Futures, Commodities, Derivatives, Trading Strategies, CAIA, Separately Managed..., Mutual Funds, Equities, Fund Of Funds, Fixed Income, Investment Management, Securities, Financial Markets, Bonds, Structured Products, Institutional Investors, Due Diligence, Wealth Management..., Risk Management, Financial Services, Options, FINRA, Asset Managment
Education
University of Missouri-Columbia 1997 — 2001
Personal Finance, Finance
Sacred Heart Griffin 1993 — 1997
High School Diploma
Bryan Bertucci Bryan Bertucci's Lord Abbett Experience February 2007 - February 2011
Job Financial Advisor, Assistant Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
CARLOS RECIO CARLOS RECIO's Lord Abbett Experience January 2003 - October 2004
Job VP RMBS MO at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Addison Pons Addison Pons's Lord Abbett Experience 2001 - 2004
Job Manager Enterprise Integration Applications
Industry Financial Services
Experience
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Alexa Novoa Kelly Alexa Novoa Kelly's Lord Abbett Experience December 2004 - January 2013
Job Finance, Assistant Controller
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Sheryl Paynter Sheryl Paynter's Lord Abbett Experience October 2003 - March 2009
Job Commercial Credit and Relationship Management
Industry Banking
Experience
US Small Business Administration October 2009 - Present
Lord Abbett October 2003 - March 2009
MetLife Investments February 2002 - September 2003
Federal Reserve Bank of New York June 2001 - August 2001
Deutsche Bank May 1997 - November 2000
Skills
Fixed Income, Loans, Banking, Credit Risk, Investments, International Business, Due Diligence, Analysis, Asset Management, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Commercial Lending, Mergers & Acquisitions, Financial Risk, Asset Managment, Underwriting, Corporate Finance, Strategy, Entrepreneurship..., Entrepreneurship, Small Business Lending, Credit Management, Credit Analysis, Small Business..., Credit
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Intl Business
University of Maryland College Park
BA, Economics
millburn
US Small Business Administration October 2009 - Present
Lord Abbett October 2003 - March 2009
MetLife Investments February 2002 - September 2003
Federal Reserve Bank of New York June 2001 - August 2001
Deutsche Bank May 1997 - November 2000
Skills
Fixed Income, Loans, Banking, Credit Risk, Investments, International Business, Due Diligence, Analysis, Asset Management, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Commercial Lending, Mergers & Acquisitions, Financial Risk, Asset Managment, Underwriting, Corporate Finance, Strategy, Entrepreneurship..., Entrepreneurship, Small Business Lending, Credit Management, Credit Analysis, Small Business..., Credit
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Intl Business
University of Maryland College Park
BA, Economics
millburn
Sharon Bloodworth, CFP®'s Lord Abbett Experience November 1993 - August 1998
Job President at White Oaks Wealth Advisors, Inc. and Past President of Rotary Club Nine of Minneapolis
Industry Financial Services
Experience
White Oaks Wealth Advisors, Inc. February 2001 - Present
Lord Abbett November 1993 - August 1998
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Management, Strategic Financial..., Estate Planning
Education
University of Wales, Cardiff 1989 — 1992
BScEcon (Hons.)
University of Oxford 1993 — 1994
Mountbatten Internship Programme
St. Clare's, Oxford 1986 — 1988
International Baccalaureate
JIS 1983 — 1986
Westchester Junior High School, Houston 1980 — 1983
Tockington Manor, United Kingdom 1978 — 1980
The British School, Zaire 1976 — 1978
White Oaks Wealth Advisors, Inc. February 2001 - Present
Lord Abbett November 1993 - August 1998
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Management, Strategic Financial..., Estate Planning
Education
University of Wales, Cardiff 1989 — 1992
BScEcon (Hons.)
University of Oxford 1993 — 1994
Mountbatten Internship Programme
St. Clare's, Oxford 1986 — 1988
International Baccalaureate
JIS 1983 — 1986
Westchester Junior High School, Houston 1980 — 1983
Tockington Manor, United Kingdom 1978 — 1980
The British School, Zaire 1976 — 1978
Eve Guernsey's Lord Abbett Experience January 2011 - Present
Job Independent Director
Industry Investment Management
Experience
Year Up January 2015 - Present
Waypoint Capital Holdings (Jersey) Ltd May 2012 - Present
Silver Lane Advisors LLC October 2011 - Present
Lord Abbett January 2011 - Present
JP Morgan Asset Management August 1977 - October 2010
Skills
Investments, Asset Managment, Mergers, Portfolio Management, Investment Management, Fixed Income, Hedge Funds, Investment Banking, Finance, Valuation, Asset Allocation, Entrepreneurship, Wealth Management, Equities, Asset Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Strategies, Mutual Funds, Business Strategy, Governance, Management, Financial Risk, Financial Markets, Securities, Series 7, Financial Structuring, Financial Modeling, Financial Services, Venture Capital, Financial Advisory, Equity Research, Due Diligence, Emerging Markets, Investor Relations, Trading, Investment Advisory
Education
Smith College 1973 — 1977
Bachelor of Arts (B.A.), Economics
Year Up January 2015 - Present
Waypoint Capital Holdings (Jersey) Ltd May 2012 - Present
Silver Lane Advisors LLC October 2011 - Present
Lord Abbett January 2011 - Present
JP Morgan Asset Management August 1977 - October 2010
Skills
Investments, Asset Managment, Mergers, Portfolio Management, Investment Management, Fixed Income, Hedge Funds, Investment Banking, Finance, Valuation, Asset Allocation, Entrepreneurship, Wealth Management, Equities, Asset Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Strategies, Mutual Funds, Business Strategy, Governance, Management, Financial Risk, Financial Markets, Securities, Series 7, Financial Structuring, Financial Modeling, Financial Services, Venture Capital, Financial Advisory, Equity Research, Due Diligence, Emerging Markets, Investor Relations, Trading, Investment Advisory
Education
Smith College 1973 — 1977
Bachelor of Arts (B.A.), Economics
Jason Malcolm's Lord Abbett Experience January 2005 - November 2005
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco June 2014 - Present
Knowledgent June 2013 - June 2014
Ernst & Young September 2010 - June 2013
SunGard Consulting Services February 2008 - September 2010
BearingPoint December 2005 - February 2008
Lord Abbett January 2005 - November 2005
The Bank of New York May 2002 - December 2004
Skills
Business Process..., SDLC, Mutual Funds, Cash Management, Business Architecture, Risk Assessment, Programme Governance, Test Strategy, Derivatives, Capital Markets, Financial Services, Risk Management, Equities, Hedge Funds, Trading, Finance, Securities, Business Analysis, Consulting, Management, Management Consulting
Education
Saint John's University 1999 — 2002
bs, Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Capco June 2014 - Present
Knowledgent June 2013 - June 2014
Ernst & Young September 2010 - June 2013
SunGard Consulting Services February 2008 - September 2010
BearingPoint December 2005 - February 2008
Lord Abbett January 2005 - November 2005
The Bank of New York May 2002 - December 2004
Skills
Business Process..., SDLC, Mutual Funds, Cash Management, Business Architecture, Risk Assessment, Programme Governance, Test Strategy, Derivatives, Capital Markets, Financial Services, Risk Management, Equities, Hedge Funds, Trading, Finance, Securities, Business Analysis, Consulting, Management, Management Consulting
Education
Saint John's University 1999 — 2002
bs, Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Denise Higgins, CFA Denise Higgins, CFA's Lord Abbett Experience 1982 - 1993
Job Senior Vice President and Client Portfolio Manager at ING Investment Management
Industry Investment Management
Experience
ING Investment Management November 2010 - Present
MacKay Shields 1999 - 2009
JP Morgan 1993 - 1999
Lord Abbett 1982 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Investments, Public Speaking, Financial Services, Investment Management, Management, Mutual Funds, Financial Advisory, Equity Research, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Investment Strategies, Securities, Series 7
Education
College of Mount Saint Vincent
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
ING Investment Management November 2010 - Present
MacKay Shields 1999 - 2009
JP Morgan 1993 - 1999
Lord Abbett 1982 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Investments, Public Speaking, Financial Services, Investment Management, Management, Mutual Funds, Financial Advisory, Equity Research, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Investment Strategies, Securities, Series 7
Education
College of Mount Saint Vincent
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Chris Mangiapane Chris Mangiapane's Lord Abbett Experience August 2005 - August 2006
Job
Industry Financial Services
Experience
Parkland Wealth Management January 2015 - Present
Militello Capital January 2014 - November 2014
Smithfield Packing October 2012 - December 2013
PlaneReality.com January 2009 - December 2011
Dreyfus September 2006 - November 2008
Lord Abbett August 2005 - August 2006
Lord Abbett June 2002 - July 2005
Gallo Wine Company January 2000 - March 2002
Skills
Entrepreneurship, Technical Analysis, Private Equity, Hedge Funds, Financial Services, Sales Presentations, Stock Trading, Market Research, Due Diligence, Fundamental Analysis, Solution Selling, Leveraged Finance, Social Media, Presentation Development, ETFs, New Business Development, Consultative Selling, Group Presentations, Sales Prospecting, Relationship Development, Economics, Mutual Funds, Investments
Education
University of Miami 1995 — 1999
Bachelor of Business Administration, Management
Williston Northampton 1993 — 1995
EGHS
Parkland Wealth Management January 2015 - Present
Militello Capital January 2014 - November 2014
Smithfield Packing October 2012 - December 2013
PlaneReality.com January 2009 - December 2011
Dreyfus September 2006 - November 2008
Lord Abbett August 2005 - August 2006
Lord Abbett June 2002 - July 2005
Gallo Wine Company January 2000 - March 2002
Skills
Entrepreneurship, Technical Analysis, Private Equity, Hedge Funds, Financial Services, Sales Presentations, Stock Trading, Market Research, Due Diligence, Fundamental Analysis, Solution Selling, Leveraged Finance, Social Media, Presentation Development, ETFs, New Business Development, Consultative Selling, Group Presentations, Sales Prospecting, Relationship Development, Economics, Mutual Funds, Investments
Education
University of Miami 1995 — 1999
Bachelor of Business Administration, Management
Williston Northampton 1993 — 1995
EGHS
John Sarson's Lord Abbett Experience June 2003 - September 2005
Job Wholesaler for Guggenheim Investments Manhattan
Industry Financial Services
Experience
Guggenheim Investments, Inc November 2007 - Present
Dreyfus September 2005 - October 2007
Lord Abbett June 2003 - September 2005
Education
University of Notre Dame 1999 — 2003
BC High
Guggenheim Investments, Inc November 2007 - Present
Dreyfus September 2005 - October 2007
Lord Abbett June 2003 - September 2005
Education
University of Notre Dame 1999 — 2003
BC High
Joe McLean's Lord Abbett Experience January 2005 - January 2006
Job Managing Partner
Industry Investment Management
Experience
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
Cheryl Redman Cheryl Redman's Lord Abbett Experience 1998 - February 2001
Job Sales Communications Manager at McCormick
Industry Consumer Goods
Experience
McCormick December 2006 - Present
McCormick 2004 - 2006
McCormick 2002 - 2004
Lord Abbett 1998 - February 2001
Skills
Business Planning, Forecasting, Salesforce.com, Analysis, Market Research, SAP, Trade Marketing, Microsoft Office, Promotions, Photoshop, Internal Communications, Jitterbit, SAP BW, Consumer Products, Management, Customer Insight, Cross-functional Team..., Competitive Analysis
Education
University of Miami - School of Business 1992 — 1996
BBA, Marketing
McCormick December 2006 - Present
McCormick 2004 - 2006
McCormick 2002 - 2004
Lord Abbett 1998 - February 2001
Skills
Business Planning, Forecasting, Salesforce.com, Analysis, Market Research, SAP, Trade Marketing, Microsoft Office, Promotions, Photoshop, Internal Communications, Jitterbit, SAP BW, Consumer Products, Management, Customer Insight, Cross-functional Team..., Competitive Analysis
Education
University of Miami - School of Business 1992 — 1996
BBA, Marketing
maren lindstrom maren lindstrom's Lord Abbett Experience March 2000 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
Single Track Capital, LLC November 2010 - Present
Lord Abbett March 2000 - November 2009
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Nicolas Applegate Capital Management, LLC 1994 - 1998
Skills
Portfolio Management, Convertible Bonds, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Management, Investments, Capital Markets, Fixed Income, Bonds, Securities, Options
Education
UCLA Anderson School of Management
MBA, Finance & Entrepreneurial Studies
University of Michigan
BA, Economics
Single Track Capital, LLC November 2010 - Present
Lord Abbett March 2000 - November 2009
UBS 1999 - 2000
Deutsche Bank 1998 - 1999
Nicolas Applegate Capital Management, LLC 1994 - 1998
Skills
Portfolio Management, Convertible Bonds, Hedge Funds, Alternative Investments, Equities, Bloomberg, Derivatives, Asset Management, Investments, Capital Markets, Fixed Income, Bonds, Securities, Options
Education
UCLA Anderson School of Management
MBA, Finance & Entrepreneurial Studies
University of Michigan
BA, Economics
Mike Weldon Mike Weldon's Lord Abbett Experience February 2006 - September 2014
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Ron Caldwell Ron Caldwell's Lord Abbett Experience 1996 - 1997
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Monica Christopher Monica Christopher's Lord Abbett Experience 2002 - 2003
Job Southeast Regional Director of Business Development at JS Held, Incorporated
Industry Construction
Experience
JS Held, Incorporated 2015 - Present
BMO Financial Group 2011 - 2015
BMO Financial Group 2008 - 2011
Chitester Management Systems 2003 - 2008
Lord Abbett 2002 - 2003
Institutional Investor 2000 - 2002
Skills
Banking, Marketing Strategy, Direct Marketing, Financial Services, Strategic Planning, Relationship Management, Marketing Communications, Financial Analysis, Email Marketing, Competitive Analysis, Asset Managment, Marketing, New Business Development, Credit, Market Research, Strategy, Investments, Management, Risk Management, Small Business Lending, Integrated Marketing, Retail, Portfolio Management, Consumer Lending, Commercial Banking, Asset Management, Analytics, Digital Marketing, Sales
Education
State University of New York at Buffalo - School of Management 1998 — 2000
Master of Business Administration (MBA), Marketing/Marketing Management, General
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (BS), Marketing/Marketing Management, General
JS Held, Incorporated 2015 - Present
BMO Financial Group 2011 - 2015
BMO Financial Group 2008 - 2011
Chitester Management Systems 2003 - 2008
Lord Abbett 2002 - 2003
Institutional Investor 2000 - 2002
Skills
Banking, Marketing Strategy, Direct Marketing, Financial Services, Strategic Planning, Relationship Management, Marketing Communications, Financial Analysis, Email Marketing, Competitive Analysis, Asset Managment, Marketing, New Business Development, Credit, Market Research, Strategy, Investments, Management, Risk Management, Small Business Lending, Integrated Marketing, Retail, Portfolio Management, Consumer Lending, Commercial Banking, Asset Management, Analytics, Digital Marketing, Sales
Education
State University of New York at Buffalo - School of Management 1998 — 2000
Master of Business Administration (MBA), Marketing/Marketing Management, General
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (BS), Marketing/Marketing Management, General
Lavina Talukdar Lavina Talukdar's Lord Abbett Experience 2007 - Present
Job Research Analyst
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Sean Ward's Lord Abbett Experience October 2007 - September 2010
Job Director of Institutional Sales at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
Sabeen Firozali Sabeen Firozali's Lord Abbett Experience June 2008 - June 2011
Job Associate Director at ORIX Ventures
Industry Venture Capital & Private Equity
Experience
ORIX Ventures September 2014 - Present
Taste Buds Kitchen August 2014 - Present
Andrews Advisory Group September 2013 - July 2014
University of Chicago Booth School of Business August 2011 - June 2013
Appaloosa Management L.P. June 2012 - September 2012
Lord Abbett June 2008 - June 2011
Bear Stearns May 2003 - June 2008
Skills
Leveraged Finance, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Private Equity, High Yield, Asset Management, Venture Capital, Credit, Credit Analysis, Loans, Hedge Funds, Secured Lending, Bankruptcy, Distressed Debt, Distressed Investing, DCF, Secured Financing, Restrictive Covenants, Capital Markets, Equity Research, Special Situations..., Relative Value, Turnaround Strategy, Middle Market, Special Situations, Derivatives, Venture Debt, Turnaround Experience, Finance
Education
Vanderbilt University Computer Science
Bachelor of Science, Computer Science, Economics, Ancient Mediterranean Studies
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, Entrepreneurship
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Strategic Management, Accounting and Entrepreneurship
R.L. Turner High School
Diploma
ORIX Ventures September 2014 - Present
Taste Buds Kitchen August 2014 - Present
Andrews Advisory Group September 2013 - July 2014
University of Chicago Booth School of Business August 2011 - June 2013
Appaloosa Management L.P. June 2012 - September 2012
Lord Abbett June 2008 - June 2011
Bear Stearns May 2003 - June 2008
Skills
Leveraged Finance, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Private Equity, High Yield, Asset Management, Venture Capital, Credit, Credit Analysis, Loans, Hedge Funds, Secured Lending, Bankruptcy, Distressed Debt, Distressed Investing, DCF, Secured Financing, Restrictive Covenants, Capital Markets, Equity Research, Special Situations..., Relative Value, Turnaround Strategy, Middle Market, Special Situations, Derivatives, Venture Debt, Turnaround Experience, Finance
Education
Vanderbilt University Computer Science
Bachelor of Science, Computer Science, Economics, Ancient Mediterranean Studies
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, Entrepreneurship
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Strategic Management, Accounting and Entrepreneurship
R.L. Turner High School
Diploma
Jeremy Campbell, CFA Jeremy Campbell, CFA's Lord Abbett Experience June 2006 - October 2010
Job Vice President Equity Research at Barclays
Industry Financial Services
Experience
Barclays November 2012 - Present
Sidoti & Company, LLC October 2010 - November 2012
Lord Abbett June 2006 - October 2010
University at Buffalo Center for Relationship Marketing June 2004 - May 2006
Skills
Series 7, Series 66, Series 86, Series 87, Financial Modeling, Report Writing, Equity Valuation, CFA, Investments, Valuation, Equities, Equity Research
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Corporate Finance, & Economics
State University of New York at Buffalo - School of Management 2002 — 2006
B.S., Finance, Marketing
Brighton High School
Barclays November 2012 - Present
Sidoti & Company, LLC October 2010 - November 2012
Lord Abbett June 2006 - October 2010
University at Buffalo Center for Relationship Marketing June 2004 - May 2006
Skills
Series 7, Series 66, Series 86, Series 87, Financial Modeling, Report Writing, Equity Valuation, CFA, Investments, Valuation, Equities, Equity Research
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance, Corporate Finance, & Economics
State University of New York at Buffalo - School of Management 2002 — 2006
B.S., Finance, Marketing
Brighton High School
Hector Mendez's Lord Abbett Experience June 2004 - March 2010
Job
Industry Financial Services
Experience
New York Life & MainStay Investments March 2010 - Present
Lord Abbett June 2004 - March 2010
Skills
Series 7, Mutual Funds, Uniform Combined State..., Separately Managed..., Series 63, Series 65, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Portfolio Management, 401k, Equities, Fixed Annuities
Education
The College of New Jersey 2000 — 2004
BS, Finance
New York Life & MainStay Investments March 2010 - Present
Lord Abbett June 2004 - March 2010
Skills
Series 7, Mutual Funds, Uniform Combined State..., Separately Managed..., Series 63, Series 65, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Retirement Planning, Alternative Investments, Fixed Income, Portfolio Management, 401k, Equities, Fixed Annuities
Education
The College of New Jersey 2000 — 2004
BS, Finance
Gregory Devlin Gregory Devlin's Lord Abbett Experience July 2008 - July 2010
Job Associate at Flowers and Manning, LLP
Industry Law Practice
Experience
Flowers and Manning, LLP October 2013 - Present
Flowers and Manning LLP June 2012 - October 2013
Suffolk County District Attorney's Office October 2011 - April 2012
City of Boston June 2011 - August 2011
Lord Abbett July 2008 - July 2010
Taylor consulting and contracting October 2007 - May 2008
Skills
Research, Microsoft Office, Higher Education, Legal Writing, Microsoft Excel
Education
Suffolk University Law School 2010 — 2013
J.D.
University of Scranton 2004 — 2008
BS, Finance, Philosophy
Westminster School 2001 — 2004
Flowers and Manning, LLP October 2013 - Present
Flowers and Manning LLP June 2012 - October 2013
Suffolk County District Attorney's Office October 2011 - April 2012
City of Boston June 2011 - August 2011
Lord Abbett July 2008 - July 2010
Taylor consulting and contracting October 2007 - May 2008
Skills
Research, Microsoft Office, Higher Education, Legal Writing, Microsoft Excel
Education
Suffolk University Law School 2010 — 2013
J.D.
University of Scranton 2004 — 2008
BS, Finance, Philosophy
Westminster School 2001 — 2004
Richard Sieling Richard Sieling's Lord Abbett Experience 1998 - 2009
Job Financial Advisors at US Capital Advisors LLC
Industry Financial Services
Experience
US Capital Advisors LLC 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Retired 2010 - 2011
Lord Abbett 1998 - 2009
Morgan Stanley 1988 - 1998
Education
American Graduate School of International Management 1987 — 1988
MBA, International Finance
The University of Texas at Austin 1980 — 1984
BBA, Accounting
US Capital Advisors LLC 2014 - Present
Wells Fargo Advisors, LLC 2012 - 2014
Retired 2010 - 2011
Lord Abbett 1998 - 2009
Morgan Stanley 1988 - 1998
Education
American Graduate School of International Management 1987 — 1988
MBA, International Finance
The University of Texas at Austin 1980 — 1984
BBA, Accounting
Andrew Wezenter Andrew Wezenter's Lord Abbett Experience July 2004 - Present
Job Information Security Associate at Lord Abbett
Industry Financial Services
Experience
Lord Abbett July 2004 - Present
Computer Career Center April 2000 - May 2004
Education
Stony Brook University
Suffolk County Community College
Lord Abbett July 2004 - Present
Computer Career Center April 2000 - May 2004
Education
Stony Brook University
Suffolk County Community College
Frank Timons's Lord Abbett Experience March 2007 - December 2009
Job Founder of Pier 88 Investment Partners
Industry Investment Management
Experience
Pier 88 Investment Partners May 2013 - Present
Lord Abbett & Company January 2010 - May 2013
Lord Abbett March 2007 - December 2009
RW Baird August 2004 - February 2007
Sun Microsystems, Inc. May 2000 - July 2004
Sun Microsystems January 2001 - June 2001
Skills
Portfolio Management, Investments, Business Development, Venture Capital, CRM, Business Strategy, Financial Analysis, Leadership, Equities, Hedge Funds, Alternative Investments, Asset Management, Valuation, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Private Equity, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Investment Management, Due Diligence, Competitive Analysis, Software, Bonds, Mergers & Acquisitions, Equity Valuation, Strategy, Asset Managment, Investment Strategies
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Notre Dame Law School 1991 — 1994
JD
University of Notre Dame 1987 — 1991
BA
Pier 88 Investment Partners May 2013 - Present
Lord Abbett & Company January 2010 - May 2013
Lord Abbett March 2007 - December 2009
RW Baird August 2004 - February 2007
Sun Microsystems, Inc. May 2000 - July 2004
Sun Microsystems January 2001 - June 2001
Skills
Portfolio Management, Investments, Business Development, Venture Capital, CRM, Business Strategy, Financial Analysis, Leadership, Equities, Hedge Funds, Alternative Investments, Asset Management, Valuation, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Private Equity, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Investment Management, Due Diligence, Competitive Analysis, Software, Bonds, Mergers & Acquisitions, Equity Valuation, Strategy, Asset Managment, Investment Strategies
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Notre Dame Law School 1991 — 1994
JD
University of Notre Dame 1987 — 1991
BA
Steve Lipper's Lord Abbett Experience 2007 - January 2012
Job
Industry Investment Management
Experience
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
Jennifer Seo's Lord Abbett Experience June 2009 - May 2010
Job Experienced Investment Analyst in Credit and Real Estate
Industry Financial Services
Experience
PIMCO June 2010 - May 2012
Lord Abbett June 2009 - May 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs 2001 - 2005
Broadview International 2000 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Marketing
University of Pennsylvania 1996 — 2000
BS, Systems Engineering
PIMCO June 2010 - May 2012
Lord Abbett June 2009 - May 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs 2001 - 2005
Broadview International 2000 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Marketing
University of Pennsylvania 1996 — 2000
BS, Systems Engineering
Stephen Hart's Lord Abbett Experience October 2006 - Present
Job Director of Technology Infrastructure
Industry Financial Services
Experience
Lord Abbett October 2006 - Present
IBM Global Services August 1999 - September 2006
Instinet Corporation 1994 - 1998
Skills
IT Strategy, Vendor Management, Disaster Recovery, IT Management, Process Improvement, Data Center, ITIL, Business Continuity, Enterprise Architecture, Cloud Computing, IT Operations, Integration, Project Management, Trading Systems, IT Service Management, Infrastructure, Project Portfolio..., Virtualization
Education
State University of New York at New Paltz
B.A., Psychology
Stony Brook University
M.A., Psychology
Lord Abbett October 2006 - Present
IBM Global Services August 1999 - September 2006
Instinet Corporation 1994 - 1998
Skills
IT Strategy, Vendor Management, Disaster Recovery, IT Management, Process Improvement, Data Center, ITIL, Business Continuity, Enterprise Architecture, Cloud Computing, IT Operations, Integration, Project Management, Trading Systems, IT Service Management, Infrastructure, Project Portfolio..., Virtualization
Education
State University of New York at New Paltz
B.A., Psychology
Stony Brook University
M.A., Psychology
Benny Mui's Lord Abbett Experience 2002 - 2003
Job Desktop Infrastructure Engineer at Hearst Corp
Industry Publishing
Experience
Hearst Corp June 2006 - Present
American Home Mortgage January 2003 - June 2006
AMERICAN HOME MORTGAGE February 2003 - December 2005
Lord Abbett 2002 - 2003
Skills
Troubleshooting, Active Directory, SDLC, Servers, Microsoft Office, XP, Technical Support, Group Policy, Computer Hardware, OS X, Windows 7, Networking, Databases, Blackberry, Windows Server, IIS, SQL, Antivirus, Citrix, Disaster Recovery, Enterprise Software, Hardware, IT Management, ITIL, Network Administration, Operating Systems, Laptops, Security, System Administration, Software Installation, System Deployment, Windows, Windows XP
Education
State University of New York College at Plattsburgh 1997 — 2008
State University of New York at Buffalo - School of Management 2000 — 2002
BS, Management Information System
State University of New York College at Buffalo 1999 — 2000
Hearst Corp June 2006 - Present
American Home Mortgage January 2003 - June 2006
AMERICAN HOME MORTGAGE February 2003 - December 2005
Lord Abbett 2002 - 2003
Skills
Troubleshooting, Active Directory, SDLC, Servers, Microsoft Office, XP, Technical Support, Group Policy, Computer Hardware, OS X, Windows 7, Networking, Databases, Blackberry, Windows Server, IIS, SQL, Antivirus, Citrix, Disaster Recovery, Enterprise Software, Hardware, IT Management, ITIL, Network Administration, Operating Systems, Laptops, Security, System Administration, Software Installation, System Deployment, Windows, Windows XP
Education
State University of New York College at Plattsburgh 1997 — 2008
State University of New York at Buffalo - School of Management 2000 — 2002
BS, Management Information System
State University of New York College at Buffalo 1999 — 2000
Cynthia Besana's Lord Abbett Experience 2002 - 2004
Job Manager Customer Operations Trading Group at Fiserv
Industry Financial Services
Experience
Fiserv September 2008 - Present
Fiserv September 2006 - Present
Fiserv June 2004 - Present
Lord Abbett 2002 - 2004
Skills
Vendor Management, Fixed Income, Business Analysis, Banking, Bloomberg, SQL, SDLC, Portfolio Management, Financial Services, Relationship Management, Back Office, Equities, Requirements Gathering, CRM, Process Improvement
Education
State University of New York College at Buffalo 1997 — 2002
Bachelor's degree, Business Administration with concentration in Marketing and Human Resources
Fiserv September 2008 - Present
Fiserv September 2006 - Present
Fiserv June 2004 - Present
Lord Abbett 2002 - 2004
Skills
Vendor Management, Fixed Income, Business Analysis, Banking, Bloomberg, SQL, SDLC, Portfolio Management, Financial Services, Relationship Management, Back Office, Equities, Requirements Gathering, CRM, Process Improvement
Education
State University of New York College at Buffalo 1997 — 2002
Bachelor's degree, Business Administration with concentration in Marketing and Human Resources
Rachel Jacobs's Lord Abbett Experience 2001 - 2005
Job Vice President, Head of Key Accounts Wirehouse Channel
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2010 - Present
Goldman Sachs December 2005 - May 2010
Lord Abbett 2001 - 2005
Merrill Lynch July 1999 - October 2001
Skills
Series 7, Mutual Funds, Investments, Relationship Management, Series 63
Education
University of Rhode Island 1995 — 1999
Delaware Investments, a member of the Macquarie Group May 2010 - Present
Goldman Sachs December 2005 - May 2010
Lord Abbett 2001 - 2005
Merrill Lynch July 1999 - October 2001
Skills
Series 7, Mutual Funds, Investments, Relationship Management, Series 63
Education
University of Rhode Island 1995 — 1999
Stecker, QPFC Keith's Lord Abbett Experience 1997 - 2003
Job Retirement Specialist at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein CRMPrincipal Financial GroupJune 2006 - June 2007
Lord Abbett 1997 - 2003
Education
State University of New York College at Geneseo 1988 — 1992
AllianceBernstein CRMPrincipal Financial GroupJune 2006 - June 2007
Lord Abbett 1997 - 2003
Education
State University of New York College at Geneseo 1988 — 1992
Ed Allinson's Lord Abbett Experience 2005 - Present
Job International Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Justin Grimm's Lord Abbett Experience March 1999 - June 2001
Job Account Representative at Mutual of America (Group Sales)
Industry Financial Services
Experience
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
Ed Allinson's Lord Abbett Experience August 2005 - Present
Job International portfolio manager at lord abbett
Industry Financial Services
Experience
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
lord abbett August 2005 - Present
RCM Capital Management 2003 - 2005
Mellon growth advisors 2001 - 2003
Brown Brothers Harriman 1991 - 1999
Skills
Mutual Funds, Equities, Asset Management, Investments, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Equity Research, Asset Allocation, Investment Management, Securities, Valuation
Education
University of Pennsylvania - The Wharton School (CA) 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Financial Management Services
lawrenceville
Saif Madar's Lord Abbett Experience June 2005 - November 2005
Job Pricing Manager at Cox Communications
Industry Telecommunications
Experience
Cox Communications July 2015 - Present
Cox Communications May 2014 - July 2015
Cox Communications February 2012 - May 2014
Make-A-Wish Foundation of Georgia & Alabama September 2011 - February 2012
LGR Telecommunications November 2007 - October 2011
International Council of Shopping Centers September 2005 - October 2007
Lord Abbett June 2005 - November 2005
Gables Residential September 2003 - June 2005
Skills
Financial Modeling, Databases, Finance, Pivot Tables, Capital Budgeting, Management, Financial Accounting, Project Management, Troubleshooting, Project Risk Evaluation, Financial Statement..., Cash Flow, Oracle, Microsoft Office, Financial Edge software, Capital Asset Pricing..., Cash Flow Analysis, Microsoft SQL Server, SQL, PowerPivot, OBIEE, SAS, Microstrategy, Reporting & Analysis, Windows Server
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
MBA, Finance, General
Union College
BS, Computer Systems Engineering
Cox Communications July 2015 - Present
Cox Communications May 2014 - July 2015
Cox Communications February 2012 - May 2014
Make-A-Wish Foundation of Georgia & Alabama September 2011 - February 2012
LGR Telecommunications November 2007 - October 2011
International Council of Shopping Centers September 2005 - October 2007
Lord Abbett June 2005 - November 2005
Gables Residential September 2003 - June 2005
Skills
Financial Modeling, Databases, Finance, Pivot Tables, Capital Budgeting, Management, Financial Accounting, Project Management, Troubleshooting, Project Risk Evaluation, Financial Statement..., Cash Flow, Oracle, Microsoft Office, Financial Edge software, Capital Asset Pricing..., Cash Flow Analysis, Microsoft SQL Server, SQL, PowerPivot, OBIEE, SAS, Microstrategy, Reporting & Analysis, Windows Server
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
MBA, Finance, General
Union College
BS, Computer Systems Engineering
Ben Phillips, CFA's Lord Abbett Experience February 2008 - October 2010
Job HY Credit Research at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
Providence Equity Partners November 2010 - May 2014
Lord Abbett February 2008 - October 2010
University of Missouri August 2006 - December 2007
Skills
CFA, MBA, Chartered Financial..., Financial Modeling, Capital Markets, Valuation, Bloomberg, Bonds, Corporate Finance, Equity Research, Business Valuation, Asset Managment, Fixed Income, Hedge Funds, Finance, Investment Strategies, Alternative Investments, Financial Analysis
Education
University of Missouri-Columbia 2006 — 2007
MBA, Finance
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance and Banking
KHS
Goldman Sachs June 2014 - Present
Providence Equity Partners November 2010 - May 2014
Lord Abbett February 2008 - October 2010
University of Missouri August 2006 - December 2007
Skills
CFA, MBA, Chartered Financial..., Financial Modeling, Capital Markets, Valuation, Bloomberg, Bonds, Corporate Finance, Equity Research, Business Valuation, Asset Managment, Fixed Income, Hedge Funds, Finance, Investment Strategies, Alternative Investments, Financial Analysis
Education
University of Missouri-Columbia 2006 — 2007
MBA, Finance
University of Missouri-Columbia, College of Business 2002 — 2006
BSBA, Finance and Banking
KHS
Anu Luthra's Lord Abbett Experience February 1997 - June 1999
Job Associate, Product Experience & Product Operatioins at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management September 2013 - Present
TD Wealth Management January 2012 - Present
State Street Global Advisor January 2011 - June 2011
ssga September 2007 - January 2011
MFC August 2000 - September 2007
Lord Abbett February 1997 - June 1999
Skills
Fixed Income, Mutual Funds, Performance Measurement, Equities, Portfolio Management, Financial Services, Financial Risk, Analysis, Derivatives, Financial Analysis, Investments, Management, Capital Markets
Education
Temple University 1988 — 1992
BA, PolSci
Fairleigh Dickinson University
M.A., Political Science
TD Wealth Management September 2013 - Present
TD Wealth Management January 2012 - Present
State Street Global Advisor January 2011 - June 2011
ssga September 2007 - January 2011
MFC August 2000 - September 2007
Lord Abbett February 1997 - June 1999
Skills
Fixed Income, Mutual Funds, Performance Measurement, Equities, Portfolio Management, Financial Services, Financial Risk, Analysis, Derivatives, Financial Analysis, Investments, Management, Capital Markets
Education
Temple University 1988 — 1992
BA, PolSci
Fairleigh Dickinson University
M.A., Political Science
Mitzi McBrierty Knapp's Lord Abbett Experience October 2001 - Present
Job Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett October 2001 - Present
Education
University of Richmond 1996 — 2000
BS, Business
University of Richmond - Robins School of Business 1996 — 2000
Lord Abbett October 2001 - Present
Education
University of Richmond 1996 — 2000
BS, Business
University of Richmond - Robins School of Business 1996 — 2000
Edgar Martinez's Lord Abbett Experience 2013 - 2015
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2010 - Present
Lord Abbett 2013 - 2015
HSBC Securities 2002 - April 2010
Solomon Brothers May 1995 - January 2002
DLJ May 1988 - May 1995
Skills
Fixed Income, Electronic Trading, Trading Systems, Derivatives, Banking, Trading, Rates
Education
Stevens Institute of Technology 1986 — 1988
Masters of Electrical Engineering
Barclays Capital March 2010 - Present
Lord Abbett 2013 - 2015
HSBC Securities 2002 - April 2010
Solomon Brothers May 1995 - January 2002
DLJ May 1988 - May 1995
Skills
Fixed Income, Electronic Trading, Trading Systems, Derivatives, Banking, Trading, Rates
Education
Stevens Institute of Technology 1986 — 1988
Masters of Electrical Engineering
Dawn Perry's Lord Abbett Experience April 2003 - November 2004
Job Vice President at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
Coleen Fallon Goodwin's Lord Abbett Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Lord Abbett 2004 - 2006
PIMCO 2004 - 2006
PIMCO 2004 - 2006
PIMCO 2004 - 2006
PIMCO Allianz 2004 - 2006
PIMCO 2004 - 2004
Specialist 1998 - 1999
Education
St. Francis College 1992 — 1998
Lord Abbett 2004 - 2006
PIMCO 2004 - 2006
PIMCO 2004 - 2006
PIMCO 2004 - 2006
PIMCO Allianz 2004 - 2006
PIMCO 2004 - 2004
Specialist 1998 - 1999
Education
St. Francis College 1992 — 1998
Jeffrey Gaboury's Lord Abbett Experience May 2006 - March 2008
Job Vice President of Financial Products and Services at AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc. November 2010 - Present
AARP Financial April 2008 - December 2010
Lord Abbett May 2006 - March 2008
New York Life Investment Management 2004 - 2005
Investors Bank and Trust Company 1996 - 2004
JPMorgan Chase 1992 - 1996
Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM
Education
Stonehill College 1986 — 1990
BS, Marketing
Canton High School 1982 — 1986
AARP Services Inc. November 2010 - Present
AARP Financial April 2008 - December 2010
Lord Abbett May 2006 - March 2008
New York Life Investment Management 2004 - 2005
Investors Bank and Trust Company 1996 - 2004
JPMorgan Chase 1992 - 1996
Skills
Financial Services, Mutual Funds, Securities, Fund Accounting, Fund Administration, Financial Reporting, Investments, Strategic Financial..., Financial Modeling, Management, Business Development, Leadership, Accounting, Tax, Portfolio Management, Asset Management, CRM
Education
Stonehill College 1986 — 1990
BS, Marketing
Canton High School 1982 — 1986
Allison Haupt's Lord Abbett Experience February 1999 - March 2015
Job Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Joel Serebransky's Lord Abbett Experience June 2011 - July 2012
Job Senior PM/Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers August 2012 - Present
Lord Abbett June 2011 - July 2012
Navigare Partners, LLC October 2005 - September 2010
Alliance Bernstein February 1996 - September 2005
Skills
High Yield, Debt, Credit, Alternative Investments, Portfolio Management, Leveraged Finance, Bonds, Asset Management, Investments, Corporate Finance, Investment Banking, Buy-side, Fundamental Research, Credit Analysis, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Rutgers College 1976 — 1980
BA
AXA Investment Managers August 2012 - Present
Lord Abbett June 2011 - July 2012
Navigare Partners, LLC October 2005 - September 2010
Alliance Bernstein February 1996 - September 2005
Skills
High Yield, Debt, Credit, Alternative Investments, Portfolio Management, Leveraged Finance, Bonds, Asset Management, Investments, Corporate Finance, Investment Banking, Buy-side, Fundamental Research, Credit Analysis, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Rutgers College 1976 — 1980
BA
Adriana Tapia's Lord Abbett Experience October 2005 - Present
Job Quantitative Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett October 2005 - Present
Lord Abbett June 2003 - October 2005
Deutsche Asset Management April 2000 - March 2002
Deutsche Asset Management May 1998 - March 2000
Education
The College of New Jersey 1993 — 1998
Lord Abbett October 2005 - Present
Lord Abbett June 2003 - October 2005
Deutsche Asset Management April 2000 - March 2002
Deutsche Asset Management May 1998 - March 2000
Education
The College of New Jersey 1993 — 1998
Mike Kaplan, CIMA®'s Lord Abbett Experience June 2004 - April 2006
Job Vice President of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC September 2015 - Present
AMG Funds May 2006 - July 2015
Lord Abbett June 2004 - April 2006
Skills
Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investments, Investment Strategies, Finance, Equities
Education
The College of New Jersey 2000 — 2004
Bachelor's Degree, Finance
Newfound Research LLC September 2015 - Present
AMG Funds May 2006 - July 2015
Lord Abbett June 2004 - April 2006
Skills
Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investments, Investment Strategies, Finance, Equities
Education
The College of New Jersey 2000 — 2004
Bachelor's Degree, Finance
Amy Manno's Lord Abbett Experience Marketing Event CoordinatorAIGOctober 1998 - August 2001
Job Business Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett Marketing Event CoordinatorAIGOctober 1998 - August 2001
Education
Richard Stockton College of New Jersey 1994 — 1998
Bachelor of Science, Finance
Lord Abbett Marketing Event CoordinatorAIGOctober 1998 - August 2001
Education
Richard Stockton College of New Jersey 1994 — 1998
Bachelor of Science, Finance
Lindsay Redmond's Lord Abbett Experience January 2005 - August 2007
Job Financial Services
Industry Financial Services
Experience
McGraw Hill Financial April 2015 - Present
Fund of Hedge Funds June 2014 - April 2015
The Bank of New York Mellon 2007 - August 2013
The Bank of New York Mellon December 2007 - January 2009
Lord Abbett January 2005 - August 2007
MetLife Financial Services February 2004 - November 2004
Skills
Alternative Investments, Marketing, Business Strategy, Hedge Funds, Equities, Financial Services, Fixed Income, Investments, Asset Management, Securities, Mutual Funds, Sales, Derivatives, Fund Accounting, Fund Administration, Financial Markets
Education
State University of New York College at Brockport
BS, Public Relations
McGraw Hill Financial April 2015 - Present
Fund of Hedge Funds June 2014 - April 2015
The Bank of New York Mellon 2007 - August 2013
The Bank of New York Mellon December 2007 - January 2009
Lord Abbett January 2005 - August 2007
MetLife Financial Services February 2004 - November 2004
Skills
Alternative Investments, Marketing, Business Strategy, Hedge Funds, Equities, Financial Services, Fixed Income, Investments, Asset Management, Securities, Mutual Funds, Sales, Derivatives, Fund Accounting, Fund Administration, Financial Markets
Education
State University of New York College at Brockport
BS, Public Relations
Kevin Dunphy's Lord Abbett Experience October 2004 - Present
Job Wholesaler for Lord Abbett covering CT & Western MA
Industry Investment Management
Experience
Lord Abbett October 2004 - Present
Lord Abbett January 2001 - Present
Education
University of New Hampshire
Lord Abbett October 2004 - Present
Lord Abbett January 2001 - Present
Education
University of New Hampshire
Barbara Prince's Lord Abbett Experience January 2005 - January 2007
Job Professional Client Service Representative
Industry Financial Services
Experience
Habif, Arogeti & Wynne,LLP/Tegra Financial Partners January 2009 - April 2011
McCamish Systems LLC January 2007 - July 2008
Lord Abbett January 2005 - January 2007
Morgan Stanley January 1999 - February 2005
Skills
Customer Relations, Quality Assurance, Supervisory Skills, Financial Operations, Client Services, Leadership, Call Centers, Mutual Funds, Financial Services, Process Improvement, Analysis, Team Building, Employee Relations, Retirement, Microsoft Office
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Technology Management
City College of New York 1990 — 1996
BA, History
Habif, Arogeti & Wynne,LLP/Tegra Financial Partners January 2009 - April 2011
McCamish Systems LLC January 2007 - July 2008
Lord Abbett January 2005 - January 2007
Morgan Stanley January 1999 - February 2005
Skills
Customer Relations, Quality Assurance, Supervisory Skills, Financial Operations, Client Services, Leadership, Call Centers, Mutual Funds, Financial Services, Process Improvement, Analysis, Team Building, Employee Relations, Retirement, Microsoft Office
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Technology Management
City College of New York 1990 — 1996
BA, History
Michael Mathay, CFA's Lord Abbett Experience 2010 - 2013
Job Senior Analyst industrials, aerodefense and transports
Industry Investment Management
Experience
Lord Abbett 2010 - 2013
Allianz Global Investors 2001 - 2010
Marakon Associates 1999 - 2001
Marakon Associates 1997 - 1998
Marakon Associates 1990 - 1996
Skills
Equity Research, Equities, Financial Analysis, Management Consulting, Industry Analysis, Investment Management, Valuation, Financial Modeling, Competitive Analysis, Asset Management, Investments, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS Economics
The Webb School 1980 — 1986
Lord Abbett 2010 - 2013
Allianz Global Investors 2001 - 2010
Marakon Associates 1999 - 2001
Marakon Associates 1997 - 1998
Marakon Associates 1990 - 1996
Skills
Equity Research, Equities, Financial Analysis, Management Consulting, Industry Analysis, Investment Management, Valuation, Financial Modeling, Competitive Analysis, Asset Management, Investments, Portfolio Management, Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS Economics
The Webb School 1980 — 1986
Jay Vora's Lord Abbett Experience October 2008 - April 2009
Job Consultant at The Cambridge Group
Industry Management Consulting
Experience
The Cambridge Group August 2014 - Present
Deloitte May 2013 - August 2013
Macy's May 2011 - July 2012
Macy's October 2009 - May 2011
Lord Abbett October 2008 - April 2009
Steve & Barry's July 2007 - July 2008
Skills
Strategy, E-commerce, Analysis, Management Consulting, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Marketing, Strategic Management
The Cambridge Group August 2014 - Present
Deloitte May 2013 - August 2013
Macy's May 2011 - July 2012
Macy's October 2009 - May 2011
Lord Abbett October 2008 - April 2009
Steve & Barry's July 2007 - July 2008
Skills
Strategy, E-commerce, Analysis, Management Consulting, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Marketing, Strategic Management
Jongtak Lee's Lord Abbett Experience 2004 - 2006
Job Chief Technology Officer at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal & Co. August 2014 - Present
Annaly Capital Management June 2009 - July 2014
Hamilton Capital, LLC March 2009 - November 2009
RBS Sempra January 2009 - March 2009
Clinton Group 2006 - 2007
Lord Abbett 2004 - 2006
Thaumaturgix, Inc. 2000 - 2002
Skills
Windows Server..., Cisco Technologies -..., Juniper Firewalls, Microsoft Application..., IT Management, IT Architecture and..., Storage Administration..., Virtualization -..., Virtualization, VMware, Servers, Storage Area Networks, Architecture, Windows Server, Cisco Technologies, Microsoft Technologies, Citrix, Active Directory, Microsoft Exchange, Infrastructure, Information Security, Storage, Juniper, Windows, Networking, Troubleshooting, VDI, Disaster Recovery, Management, IT Strategy, SAN
Education
The George Washington University Law School 1996 — 1997
N/A, Law
University at Albany, SUNY 1990 — 1994
BA, Philosophy, Reasoning, and Analysis
Lebenthal & Co. August 2014 - Present
Annaly Capital Management June 2009 - July 2014
Hamilton Capital, LLC March 2009 - November 2009
RBS Sempra January 2009 - March 2009
Clinton Group 2006 - 2007
Lord Abbett 2004 - 2006
Thaumaturgix, Inc. 2000 - 2002
Skills
Windows Server..., Cisco Technologies -..., Juniper Firewalls, Microsoft Application..., IT Management, IT Architecture and..., Storage Administration..., Virtualization -..., Virtualization, VMware, Servers, Storage Area Networks, Architecture, Windows Server, Cisco Technologies, Microsoft Technologies, Citrix, Active Directory, Microsoft Exchange, Infrastructure, Information Security, Storage, Juniper, Windows, Networking, Troubleshooting, VDI, Disaster Recovery, Management, IT Strategy, SAN
Education
The George Washington University Law School 1996 — 1997
N/A, Law
University at Albany, SUNY 1990 — 1994
BA, Philosophy, Reasoning, and Analysis
Philomena O'Donnell's Lord Abbett Experience 1990 - 1998
Job Vice President, Marketing Communications at Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2010 - Present
AIG Advisor Group November 2009 - March 2010
J&W Seligman March 1998 - July 2009
Lord Abbett 1990 - 1998
Skills
Corporate Communications, Marketing Communications, Series 7, Mutual Funds, Editing, Management, Leadership, Marketing, Wealth Management, Financial Services, Public Speaking, Budgets, Portfolio Management, FINRA, Finance, Asset Management, Investments, Securities, Training
Education
Trinity University-Washington 1980 — 1984
BA, Political Science
AIG Advisor Group March 2010 - Present
AIG Advisor Group November 2009 - March 2010
J&W Seligman March 1998 - July 2009
Lord Abbett 1990 - 1998
Skills
Corporate Communications, Marketing Communications, Series 7, Mutual Funds, Editing, Management, Leadership, Marketing, Wealth Management, Financial Services, Public Speaking, Budgets, Portfolio Management, FINRA, Finance, Asset Management, Investments, Securities, Training
Education
Trinity University-Washington 1980 — 1984
BA, Political Science
Monica Tarantino's Lord Abbett Experience 1998 - 2001
Job Owner, A Taste of Home
Industry Food & Beverages
Experience
A Taste of Home June 2005 - Present
Bessemer Trust 2001 - 2005
Lord Abbett 1998 - 2001
Citibank March 1984 - October 1998
Skills
Public Speaking, Leadership, Strategic Planning, Team Building, Cakes, Budgets, New Business Development, Event Planning, Time Management, Sales Operations, Estate Planning, Fundraising, Event Management, Customer Service, Management, Marketing, Social Networking, Public Relations, Marketing Strategy, Small Business, Bakery, Negotiation, Nonprofits, Sales, Social Media Marketing, Social Media, CRM, Entrepreneurship, Advertising, Marketing Communications, Strategy, Online Marketing
Education
St. John's University 1977 — 1979
Master of Business Administration (M.B.A.), Management Science
St. John's University
Bachelor's Degree, Accounting
A Taste of Home June 2005 - Present
Bessemer Trust 2001 - 2005
Lord Abbett 1998 - 2001
Citibank March 1984 - October 1998
Skills
Public Speaking, Leadership, Strategic Planning, Team Building, Cakes, Budgets, New Business Development, Event Planning, Time Management, Sales Operations, Estate Planning, Fundraising, Event Management, Customer Service, Management, Marketing, Social Networking, Public Relations, Marketing Strategy, Small Business, Bakery, Negotiation, Nonprofits, Sales, Social Media Marketing, Social Media, CRM, Entrepreneurship, Advertising, Marketing Communications, Strategy, Online Marketing
Education
St. John's University 1977 — 1979
Master of Business Administration (M.B.A.), Management Science
St. John's University
Bachelor's Degree, Accounting
Matt Newdigger, C(k)P®'s Lord Abbett Experience 2000 - 2002
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2002 - Present
The Hartford June 2002 - Present
Lord Abbett 2000 - 2002
Skills
Series 7, 401k, Retirement, Series 63, Business Relationship..., Retirement Planning, Sales, Pensions, Executive Management, Fixed Annuities, Mutual Funds, Alternative Investments, Wealth Management, Defined Benefit, Series 65, C(k)P, Profit Sharing, Defined Contribution, Investment Management, Asset Allocation, Investments, Series 6
Education
University of Missouri-Columbia 1989 — 1994
BA, Biology
Alpine Skills International
Aiare Level 1
MassMutual Financial Group June 2002 - Present
The Hartford June 2002 - Present
Lord Abbett 2000 - 2002
Skills
Series 7, 401k, Retirement, Series 63, Business Relationship..., Retirement Planning, Sales, Pensions, Executive Management, Fixed Annuities, Mutual Funds, Alternative Investments, Wealth Management, Defined Benefit, Series 65, C(k)P, Profit Sharing, Defined Contribution, Investment Management, Asset Allocation, Investments, Series 6
Education
University of Missouri-Columbia 1989 — 1994
BA, Biology
Alpine Skills International
Aiare Level 1
Jonathan Iwaszczuk's Lord Abbett Experience December 1998 - December 1999
Job Consulting Engineer at Arista Networks, Inc.
Industry Telecommunications
Experience
Arista Networks, Inc. January 2013 - Present
ADP August 2010 - December 2012
ISE August 2009 - August 2010
AT&T August 2000 - August 2009
Merrill Lynch January 2000 - August 2009
Lord Abbett December 1998 - December 1999
KPMG December 1998 - December 1999
American Standard 1997 - 1998
American Standard 1997 - 1998
Schindler Elevator Corporation 1994 - 1995
Skills
BGP, OSPF, Data Center, Network Architecture, Low Latency, MPLS, Cisco Technologies, Switches, Network Design, Routing, LAN-WAN, VPN, Firewalls, Network Security, WAN, VoIP, TCP/IP, Network Engineering, Networking, Routers, Virtualization, Troubleshooting, Security, Disaster Recovery, IT Management, ITIL, Telecommunications, Cisco IOS, Infrastructure, CCNA, IP, Unified Communications, Unix, DNS, High Availability, EIGRP, CISSP, Solaris, VMware, SAN, Architectures, Integration, System Deployment, Cloud Computing, Wireless, CCNP, Servers, Wireless Networking, Managed Services, Juniper
Education
SUNY Polytechnic Institute 1995 — 1997
BS, Telecom
Arista Networks, Inc. January 2013 - Present
ADP August 2010 - December 2012
ISE August 2009 - August 2010
AT&T August 2000 - August 2009
Merrill Lynch January 2000 - August 2009
Lord Abbett December 1998 - December 1999
KPMG December 1998 - December 1999
American Standard 1997 - 1998
American Standard 1997 - 1998
Schindler Elevator Corporation 1994 - 1995
Skills
BGP, OSPF, Data Center, Network Architecture, Low Latency, MPLS, Cisco Technologies, Switches, Network Design, Routing, LAN-WAN, VPN, Firewalls, Network Security, WAN, VoIP, TCP/IP, Network Engineering, Networking, Routers, Virtualization, Troubleshooting, Security, Disaster Recovery, IT Management, ITIL, Telecommunications, Cisco IOS, Infrastructure, CCNA, IP, Unified Communications, Unix, DNS, High Availability, EIGRP, CISSP, Solaris, VMware, SAN, Architectures, Integration, System Deployment, Cloud Computing, Wireless, CCNP, Servers, Wireless Networking, Managed Services, Juniper
Education
SUNY Polytechnic Institute 1995 — 1997
BS, Telecom
Joseph Cangialosi's Lord Abbett Experience June 2007 - January 2008
Job Vice President Natural Gas Liquid/Olefin/Plastic Trading at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Barclays Capital June 2009 - May 2014
Barclays Capital June 2008 - August 2008
Lord Abbett June 2007 - January 2008
Skills
Commodity, Commodity Markets, Options, Derivatives, Trading
Education
University of Pennsylvania 2005 — 2009
BA, Economics and International Relations
Bank of America Merrill Lynch May 2014 - Present
Barclays Capital June 2009 - May 2014
Barclays Capital June 2008 - August 2008
Lord Abbett June 2007 - January 2008
Skills
Commodity, Commodity Markets, Options, Derivatives, Trading
Education
University of Pennsylvania 2005 — 2009
BA, Economics and International Relations
Jack Baldwin's Lord Abbett Experience July 2000 - Present
Job Partner at Lord Abbett
Industry Financial Services
Experience
Lord Abbett July 2000 - Present
ICAP 1987 - 2000
Education
University of Delaware 1982 — 1986
BA
Lord Abbett July 2000 - Present
ICAP 1987 - 2000
Education
University of Delaware 1982 — 1986
BA
Carl DeMuth's Lord Abbett Experience 2004 - 2012
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2012 - Present
Lord Abbett 2004 - 2012
Skills
Hedge Funds, Capital Markets, Equities, Asset Management
Education
University of Pennsylvania 1995 — 1999
BAS, Mechanical Engineering
Summit High School 1991 — 1995
Goldman Sachs 2012 - Present
Lord Abbett 2004 - 2012
Skills
Hedge Funds, Capital Markets, Equities, Asset Management
Education
University of Pennsylvania 1995 — 1999
BAS, Mechanical Engineering
Summit High School 1991 — 1995
John Scheel's Lord Abbett Experience September 2005 - Present
Job Manager of Quantitative Research Technology at Lord, Abbett and Co
Industry Investment Management
Experience
Lord Abbett September 2005 - Present
Kemper Auto Home February 2005 - August 2005
Blue Cross Blue Shield of Florida 1999 - 2005
Skills
Equities, Fixed Income, Java, SDLC, SOA, SQL, Vendor Management
Education
University of North Florida
BS, Mathematics
Lord Abbett September 2005 - Present
Kemper Auto Home February 2005 - August 2005
Blue Cross Blue Shield of Florida 1999 - 2005
Skills
Equities, Fixed Income, Java, SDLC, SOA, SQL, Vendor Management
Education
University of North Florida
BS, Mathematics
Dulshan De Silva's Lord Abbett Experience March 2006 - March 2007
Job SCJP,SCJD,SCWCD,SCBCD,SCEA,MTM,MBA
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Citigroup March 2007 - April 2014
Lord Abbett March 2006 - March 2007
Airlines Reporting Corporation 2003 - 2006
SAN Vision Technology Inc 2000 - 2003
IFS Sri Lanka 1999 - 2000
IBM World Trade Corporation - Sri Lanka January 1998 - April 1998
Sri Lanka Telecom LTD November 1996 - January 1997
Skills
Java Enterprise Edition, SOA, Oracle, Database Design, Architecture, IT Strategy, Data Warehousing, Technology Management, Open Source Software, Product Innovation, Accounting Applications, Agile Methodologies, Enterprise Architecture, Weblogic, Software Project..., SQL, Web Services, Java, Software Development, Spring, Maven, Software Engineering
Education
Stevens Institute of Technology 2011 — 2012
Masters in Business Administration, Technology Management, GPA 4.0
Stevens Institute of Technology 2009 — 2011
Executive Masters in Technology Management (EMTM), Technology Management
University of Moratuwa 1994 — 1998
BSc Eng (First class Honors), Computer Science and Engineering
Nalanda College 1985 — 1992
College, Mathematics and Physical Science
JPMorgan Chase April 2014 - Present
Citigroup March 2007 - April 2014
Lord Abbett March 2006 - March 2007
Airlines Reporting Corporation 2003 - 2006
SAN Vision Technology Inc 2000 - 2003
IFS Sri Lanka 1999 - 2000
IBM World Trade Corporation - Sri Lanka January 1998 - April 1998
Sri Lanka Telecom LTD November 1996 - January 1997
Skills
Java Enterprise Edition, SOA, Oracle, Database Design, Architecture, IT Strategy, Data Warehousing, Technology Management, Open Source Software, Product Innovation, Accounting Applications, Agile Methodologies, Enterprise Architecture, Weblogic, Software Project..., SQL, Web Services, Java, Software Development, Spring, Maven, Software Engineering
Education
Stevens Institute of Technology 2011 — 2012
Masters in Business Administration, Technology Management, GPA 4.0
Stevens Institute of Technology 2009 — 2011
Executive Masters in Technology Management (EMTM), Technology Management
University of Moratuwa 1994 — 1998
BSc Eng (First class Honors), Computer Science and Engineering
Nalanda College 1985 — 1992
College, Mathematics and Physical Science
Francis O'Neill's Lord Abbett Experience January 2011 - October 2013
Job Senior Vice President at Structured Portfolio Management
Industry Investment Banking
Experience
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Kevin Tiu's Lord Abbett Experience May 2004 - September 2004
Job Systems Engineer
Industry Defense & Space
Experience
Harris Corporation (Formerly Exelis) June 2011 - Present
ITT June 2005 - June 2011
Lord Abbett May 2004 - September 2004
Skills
Systems Engineering, Integration, Testing, Radar, System Architecture, Electronic Warfare, Engineering Management, Configuration Management, Oscilloscope, Spectrum Analyzer, MIL-STD-1553, Electronics, RF, Logic Analyzer, Matlab, Requirements Management, System Design, Earned Value Management, Simulations, Requirements Analysis, Signal Generators, Microsoft Office, Telelogic DOORS, Test Planning, Data Analysis, Power Meters, Six Sigma, System Requirements, Systems Design, Problem Solving, Communication Systems, IV&V, R, Pattern Recognition, Machine Learning, Rational DOORS
Education
Stevens Institute of Technology 2013 — 2015
Master of Engineering (MEng), Electrical Engineering, 3.8
Stevens Institute of Technology 2006 — 2009
Master of Engineering (MEng), Systems Engineering, 3.8
Stevens Institute of Technology 2001 — 2005
Bachelor of Engineering (BEng), Electrical Engineering, 3.5
Harris Corporation (Formerly Exelis) June 2011 - Present
ITT June 2005 - June 2011
Lord Abbett May 2004 - September 2004
Skills
Systems Engineering, Integration, Testing, Radar, System Architecture, Electronic Warfare, Engineering Management, Configuration Management, Oscilloscope, Spectrum Analyzer, MIL-STD-1553, Electronics, RF, Logic Analyzer, Matlab, Requirements Management, System Design, Earned Value Management, Simulations, Requirements Analysis, Signal Generators, Microsoft Office, Telelogic DOORS, Test Planning, Data Analysis, Power Meters, Six Sigma, System Requirements, Systems Design, Problem Solving, Communication Systems, IV&V, R, Pattern Recognition, Machine Learning, Rational DOORS
Education
Stevens Institute of Technology 2013 — 2015
Master of Engineering (MEng), Electrical Engineering, 3.8
Stevens Institute of Technology 2006 — 2009
Master of Engineering (MEng), Systems Engineering, 3.8
Stevens Institute of Technology 2001 — 2005
Bachelor of Engineering (BEng), Electrical Engineering, 3.5
Brett Hershman's Lord Abbett Experience September 2011 - Present
Job Credit Trader at Artisan Partners
Industry Financial Services
Experience
Artisan Partners November 2014 - Present
Lord Abbett September 2011 - Present
MetLife Investments July 2010 - September 2011
Skills
Valuation, Trading Systems, Trading, Fixed Income, Bloomberg, Capital Markets
Education
Tufts University 2006 — 2010
B.S, Quantitative Economics
Artisan Partners November 2014 - Present
Lord Abbett September 2011 - Present
MetLife Investments July 2010 - September 2011
Skills
Valuation, Trading Systems, Trading, Fixed Income, Bloomberg, Capital Markets
Education
Tufts University 2006 — 2010
B.S, Quantitative Economics
Jackie Silbering's Lord Abbett Experience June 2005 - July 2010
Job Consultant
Industry Investment Management
Experience
UVA - Darden School Foundation September 2010 - May 2011
Lord Abbett June 2005 - July 2010
Skills
Series 7
Education
University of Michigan 2001 — 2005
B.A., Political Science
UVA - Darden School Foundation September 2010 - May 2011
Lord Abbett June 2005 - July 2010
Skills
Series 7
Education
University of Michigan 2001 — 2005
B.A., Political Science
Jennifer Pakidis's Lord Abbett Experience November 2007 - Present
Job Associate at Lord Abbett
Industry Financial Services
Experience
Lord Abbett November 2007 - Present
Education
University of Delaware 2003 — 2007
BS, Business Administration
Lord Abbett November 2007 - Present
Education
University of Delaware 2003 — 2007
BS, Business Administration
Michael Kraics's Lord Abbett Experience June 2005 - July 2006
Job Business Development Executive, VicePresident at FlexShares/Northern Trust
Industry Investment Management
Experience
Northern Trust Corporation April 2014 - Present
Russell Investments September 2006 - April 2014
Lord Abbett June 2005 - July 2006
Evergreen Investments November 1999 - June 2005
Evergreen Investments 1997 - 1999
Evergreen Investments 1996 - 1997
Skills
Series 65, Alternative Investments, Investment Advisory, Wealth Management, Investment Strategies, ETFs, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Financial Services, 401k, Separately Managed..., Series 63, Series 7, 63 & 66, CRPS
Education
Southern New Hampshire University 1992 — 1996
BS, Economics/Finance
Northern Trust Corporation April 2014 - Present
Russell Investments September 2006 - April 2014
Lord Abbett June 2005 - July 2006
Evergreen Investments November 1999 - June 2005
Evergreen Investments 1997 - 1999
Evergreen Investments 1996 - 1997
Skills
Series 65, Alternative Investments, Investment Advisory, Wealth Management, Investment Strategies, ETFs, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Financial Services, 401k, Separately Managed..., Series 63, Series 7, 63 & 66, CRPS
Education
Southern New Hampshire University 1992 — 1996
BS, Economics/Finance
William G. McCoy, CFA's Lord Abbett Experience 1983 - 1990
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2014 - Present
UBS Global Asset Management June 1995 - January 2014
Goldman Sachs Asset Management 1994 - 1995
J.P. Morgan Investment Management 1990 - 1994
Lord Abbett 1983 - 1990
Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement
Education
St. Thomas Aquinas College 1979 — 1983
BS, Actuarial Science
J.P. Morgan Asset Management January 2014 - Present
UBS Global Asset Management June 1995 - January 2014
Goldman Sachs Asset Management 1994 - 1995
J.P. Morgan Investment Management 1990 - 1994
Lord Abbett 1983 - 1990
Skills
Asset Managment, Equities, Asset Management, Fixed Income, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Portfolio Management, Financial Risk, Derivatives, Bloomberg, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Performance Measurement
Education
St. Thomas Aquinas College 1979 — 1983
BS, Actuarial Science
Christopher Sighinolfi, CFA's Lord Abbett Experience May 2005 - August 2005
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Jefferies & Company May 2013 - Present
UBS Investment Bank February 2011 - May 2013
UBS Investment Bank February 2009 - February 2011
UBS Investment Bank June 2006 - February 2009
Lord Abbett May 2005 - August 2005
Mount Desert Island Biological Laboratory June 2001 - August 2004
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics, and Economics
Brewer High School 1998 — 2002
Bernadette Wholey's Lord Abbett Experience 1994 - 2000
Job VP Relationship Manager at StateStreet
Industry Financial Services
Experience
StateStreet August 2008 - Present
The Bank of New York Mellon 2003 - 2007
Lord Abbett 1994 - 2000
Weil Gotshal and Manges 1988 - 1994
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Financial Services, Equities, Relationship Management
Education
State University of New York College at Oneonta 1982 — 1986
BS, Political Science
StateStreet August 2008 - Present
The Bank of New York Mellon 2003 - 2007
Lord Abbett 1994 - 2000
Weil Gotshal and Manges 1988 - 1994
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Financial Services, Equities, Relationship Management
Education
State University of New York College at Oneonta 1982 — 1986
BS, Political Science
Joshua Griffin, CFA's Lord Abbett Experience September 2004 - September 2011
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
Lord Abbett September 2004 - September 2011
DST Systems September 2002 - August 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics, Quantitative Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1999 — 2001
MA, History
State University of New York College at Geneseo 1994 — 1998
BA, History, Anthropology
New York Life Insurance Company January 2011 - Present
Lord Abbett September 2004 - September 2011
DST Systems September 2002 - August 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Economics, Quantitative Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1999 — 2001
MA, History
State University of New York College at Geneseo 1994 — 1998
BA, History, Anthropology
Daniel Prior's Lord Abbett Experience May 2003 - August 2004
Job Officer, Account Transitions at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
State Street November 2014 - Present
BNY Mellon/Pershing Managed Account Solutions December 2011 - November 2014
BNY Mellon/Pershing Managed Account Solutions April 2010 - December 2011
Nuveen Investments May 2006 - December 2009
Nuveen Investments August 2005 - May 2006
Lord Abbett May 2003 - August 2004
Lazard Asset Management August 2002 - April 2003
Morgan Stanley December 2000 - August 2002
Skills
Equities, Series 7, Portfolio Management, Investments, Fixed Income, Trading, Mutual Funds, Asset Management, Financial Services, Investment Strategies
Education
University of Hartford 1995 — 2000
B.S., Economics/Finance
Jonathan Galbo's Lord Abbett Experience January 2013 - October 2014
Job Business Analyst at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
John Spiridis's Lord Abbett Experience 1996 - 1997
Job Director at Citco Fund Services
Industry Banking
Experience
Citco Fund Services June 2014 - Present
Credit Suisse February 2005 - June 2014
Northport PM, LLC January 2002 - February 2005
Geller & Company October 1997 - January 2002
Lord Abbett 1996 - 1997
Skills
Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Business Analysis, Financial Analysis, Fund Accounting, Fund Of Funds, Hedge Funds, Internal Controls, Investment Banking, Investments, Portfolio Management, Private Equity, Risk Management, Trading Systems
Education
St. John’s University
Master of Business Administration, Financial Services
St. John’s University
Bachelor of Science, Accounting
Citco Fund Services June 2014 - Present
Credit Suisse February 2005 - June 2014
Northport PM, LLC January 2002 - February 2005
Geller & Company October 1997 - January 2002
Lord Abbett 1996 - 1997
Skills
Account Reconciliation, Accounting, Alternative Investments, Auditing, Bloomberg, Business Analysis, Financial Analysis, Fund Accounting, Fund Of Funds, Hedge Funds, Internal Controls, Investment Banking, Investments, Portfolio Management, Private Equity, Risk Management, Trading Systems
Education
St. John’s University
Master of Business Administration, Financial Services
St. John’s University
Bachelor of Science, Accounting
Phil Scioli's Lord Abbett Experience August 2000 - December 2003
Job Vice President, Regional Sales Coordinator at Prudential Investments
Industry Financial Services
Experience
Prudential Investments October 2008 - Present
JP Morgan Asset Management January 2004 - September 2008
Lord Abbett August 2000 - December 2003
Education
St. Lawrence University 1996 — 2000
BA, Economics
Prudential Investments October 2008 - Present
JP Morgan Asset Management January 2004 - September 2008
Lord Abbett August 2000 - December 2003
Education
St. Lawrence University 1996 — 2000
BA, Economics
Jason Morski's Lord Abbett Experience September 2004 - February 2011
Job Regional Vice President New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2011 - Present
Lord Abbett September 2004 - February 2011
Skills
Mutual Funds, Investments, Series 7, Series 66, Financial Services, Fixed Income, Public Speaking, Securities, Private Equity, Asset Allocation, Wealth, Investment Strategies, Uniform Combined State..., Asset Management, Retirement Planning, Fixed Annuities, Wealth Management, Hedge Funds, Financial Advisory, Series 63, Investment Advisory, Retirement
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Mechanical Engineering
New York Life & MainStay Investments February 2011 - Present
Lord Abbett September 2004 - February 2011
Skills
Mutual Funds, Investments, Series 7, Series 66, Financial Services, Fixed Income, Public Speaking, Securities, Private Equity, Asset Allocation, Wealth, Investment Strategies, Uniform Combined State..., Asset Management, Retirement Planning, Fixed Annuities, Wealth Management, Hedge Funds, Financial Advisory, Series 63, Investment Advisory, Retirement
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Mechanical Engineering
Danielle Upward's Lord Abbett Experience November 2010 - February 2012
Job Institutional and Investment Platform Sales, New York Life Investments
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company March 2013 - February 2014
Pioneer Investments February 2012 - January 2013
Lord Abbett November 2010 - February 2012
Louis Capital Markets May 2010 - August 2010
BNY ConvergEx February 2009 - May 2010
BNY ConvergEx July 2007 - February 2009
BNY ConvergEx July 2006 - July 2007
Skills
Series 7, Securities, Equities, Series 63, Electronic Trading, Bloomberg, Portfolio Management, Mutual Funds, Hedge Funds, Fixed Income, Financial Markets, Equity Trading
Education
Stony Brook University 2002 — 2006
BA, Economics
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company March 2013 - February 2014
Pioneer Investments February 2012 - January 2013
Lord Abbett November 2010 - February 2012
Louis Capital Markets May 2010 - August 2010
BNY ConvergEx February 2009 - May 2010
BNY ConvergEx July 2007 - February 2009
BNY ConvergEx July 2006 - July 2007
Skills
Series 7, Securities, Equities, Series 63, Electronic Trading, Bloomberg, Portfolio Management, Mutual Funds, Hedge Funds, Fixed Income, Financial Markets, Equity Trading
Education
Stony Brook University 2002 — 2006
BA, Economics
Lance Murphy, CIMA®'s Lord Abbett Experience October 1996 - September 1999
Job Former President, EVP at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners May 2011 - September 2015
Kiski Group LLC October 2010 - May 2011
Hines September 2008 - September 2010
Van Kampen Investments October 1999 - September 2008
Lord Abbett October 1996 - September 1999
AIM Management 1994 - 1996
Skills
Alternative Investments, Investment Management, Investments, Mutual Funds, Series 7, Series 63, Risk Management, Wealth Management, Securities, Asset Managment, Marketing, Finance, Portfolio Management, Private Equity, Hedge Funds, Business Strategy, Marketing Strategy, Executive Management
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance
Franklin Square Capital Partners May 2011 - September 2015
Kiski Group LLC October 2010 - May 2011
Hines September 2008 - September 2010
Van Kampen Investments October 1999 - September 2008
Lord Abbett October 1996 - September 1999
AIM Management 1994 - 1996
Skills
Alternative Investments, Investment Management, Investments, Mutual Funds, Series 7, Series 63, Risk Management, Wealth Management, Securities, Asset Managment, Marketing, Finance, Portfolio Management, Private Equity, Hedge Funds, Business Strategy, Marketing Strategy, Executive Management
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance
Christopher Unis's Lord Abbett Experience May 2000 - June 2002
Job Regional Vice President/Wirehouse Division at Invesco
Industry Financial Services
Experience
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Samuel Nyatome's Lord Abbett Experience January 2009 - December 2009
Job Distribution Center General Manager at Cardinal Health
Industry Logistics and Supply Chain
Experience
Cardinal Health January 2014 - Present
Performance Team January 2013 - December 2013
Target January 2009 - December 2012
Lord Abbett January 2009 - December 2009
Legg Mason/ Citigroup January 2005 - January 2009
Education
SUNY Empire State College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Western Connecticut State University 2000 — 2005
Business Management, Small Business and Entrepreneurship
Cardinal Health January 2014 - Present
Performance Team January 2013 - December 2013
Target January 2009 - December 2012
Lord Abbett January 2009 - December 2009
Legg Mason/ Citigroup January 2005 - January 2009
Education
SUNY Empire State College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Western Connecticut State University 2000 — 2005
Business Management, Small Business and Entrepreneurship
Wellington Management
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC