Lord, Abbett & Co. LLC
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 & Co. LLC Employees
Employee
Years
Job
Industry
Joseph Hagner Joseph Hagner's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Regional Manager, Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Sal Santostefano's Lord, Abbett & Co. LLC Experience September 2006 - Present
Job Senior Manager Global Equity Operations at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2006 - Present
Deutsche Bank January 1996 - September 2006
Hibbard Brown & Co February 1994 - January 1996
Skills
Equities, FX Spot, Microsoft Excel, Asset Management, Investment Banking, Bloomberg, Microsoft Office, Microsoft Word, Longview, FX Forwards, Collateral Management, Project Management, Foreign Investment, DTC, Commission Sharing, Foreign Exchange, Foreign Exchange..., Management, Project Planning, Technical Project..., Futures Trading, Euroclear, Emerging Markets, Portia, SSNCNET, Fail Station Admin, Bloomberg Terminal, Reuters 3000, UAT Coordination, MS Excel Pivot Tables, V Lookups
Education
Kingsborough Community College
Canarsie High School
HSD
Lord, Abbett & Co. LLC September 2006 - Present
Deutsche Bank January 1996 - September 2006
Hibbard Brown & Co February 1994 - January 1996
Skills
Equities, FX Spot, Microsoft Excel, Asset Management, Investment Banking, Bloomberg, Microsoft Office, Microsoft Word, Longview, FX Forwards, Collateral Management, Project Management, Foreign Investment, DTC, Commission Sharing, Foreign Exchange, Foreign Exchange..., Management, Project Planning, Technical Project..., Futures Trading, Euroclear, Emerging Markets, Portia, SSNCNET, Fail Station Admin, Bloomberg Terminal, Reuters 3000, UAT Coordination, MS Excel Pivot Tables, V Lookups
Education
Kingsborough Community College
Canarsie High School
HSD
Alan Swihart Alan Swihart's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Education
Grand Valley State University
Lord, Abbett & Co. LLC July 2013 - Present
Education
Grand Valley State University
Avani Joshi Avani Joshi's Lord, Abbett & Co. LLC Experience May 2015 - Present
Job Software Developer at Lord, Abbett & Co. LLC
Industry Information Technology and Services
Experience
Lord, Abbett & Co. LLC May 2015 - Present
Deloitte September 2014 - May 2015
Hubbl September 2013 - September 2014
Skills
Java, C++, SQL, HTML, Data Structures, JavaScript, Microsoft Office, Algorithms, VAR, Options, Regression Analysis, CAPM, Risk Analysis, Visio, Statistics, Databases
Education
New York University 2011 — 2013
Master of Science (M.S.), Information Systems
University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Information Technology
Lord, Abbett & Co. LLC May 2015 - Present
Deloitte September 2014 - May 2015
Hubbl September 2013 - September 2014
Skills
Java, C++, SQL, HTML, Data Structures, JavaScript, Microsoft Office, Algorithms, VAR, Options, Regression Analysis, CAPM, Risk Analysis, Visio, Statistics, Databases
Education
New York University 2011 — 2013
Master of Science (M.S.), Information Systems
University of Mumbai 2007 — 2011
Bachelor of Engineering (B.E.), Information Technology
Tommy Isaacs Tommy Isaacs's Lord, Abbett & Co. LLC Experience June 2012 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Lord, Abbett & Co. LLC June 2012 - Present
Segal Advisors July 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S.B.A., Finance, Management
Anthony Hayes's Lord, Abbett & Co. LLC Experience May 2015 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2015 - Present
DataSpan September 2013 - April 2015
NorthPointe Capital July 2013 - August 2013
Michigan State University Investment Fund August 2012 - May 2013
Michigan State University Men's Ice Hockey Team August 2009 - April 2013
Elevation Hockey, LLC May 2012 - September 2012
Skills
Leadership, Time Management, Portfolio Management, Microsoft Excel, Public Speaking, Financial Analysis, Financial Modeling, Management, Sales, Team Leadership, Sports, Equity Research, Equity Valuation, Bloomberg Terminal, Ice Hockey, Fitness
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General, Major GPA: 3.92 / 4.0
Lord, Abbett & Co. LLC May 2015 - Present
DataSpan September 2013 - April 2015
NorthPointe Capital July 2013 - August 2013
Michigan State University Investment Fund August 2012 - May 2013
Michigan State University Men's Ice Hockey Team August 2009 - April 2013
Elevation Hockey, LLC May 2012 - September 2012
Skills
Leadership, Time Management, Portfolio Management, Microsoft Excel, Public Speaking, Financial Analysis, Financial Modeling, Management, Sales, Team Leadership, Sports, Equity Research, Equity Valuation, Bloomberg Terminal, Ice Hockey, Fitness
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General, Major GPA: 3.92 / 4.0
Connor Long Connor Long's Lord, Abbett & Co. LLC Experience August 2014 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC July 2012 - Present
The Breeze January 2011 - May 2012
Bank of New York Mellon June 2011 - August 2011
Skills
Account Management, Bloomberg, Social Media, PowerPoint, Microsoft Excel, Investments, Sales, Marketing, Social Media Marketing, Mutual Funds, Financial Analysis, Marketing Communications, Series 7, Microsoft Office, Customer Service, Portfolio Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Management, Event Planning, Finance, Advertising
Education
James Madison University 2008 — 2012
Business Marketing
James Madison University 2008 — 2012
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC July 2012 - Present
The Breeze January 2011 - May 2012
Bank of New York Mellon June 2011 - August 2011
Skills
Account Management, Bloomberg, Social Media, PowerPoint, Microsoft Excel, Investments, Sales, Marketing, Social Media Marketing, Mutual Funds, Financial Analysis, Marketing Communications, Series 7, Microsoft Office, Customer Service, Portfolio Management, Social Networking, Marketing Strategy, Public Speaking, Leadership, Management, Event Planning, Finance, Advertising
Education
James Madison University 2008 — 2012
Business Marketing
James Madison University 2008 — 2012
Connor Long Connor Long's Lord, Abbett & Co. LLC Experience August 2014 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC July 2012 - Present
Education
James Madison University
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC July 2012 - Present
Education
James Madison University
Brennan Kelly Brennan Kelly's Lord, Abbett & Co. LLC Experience June 2011 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2011 - Present
Education
Georgetown University
Lord, Abbett & Co. LLC June 2011 - Present
Education
Georgetown University
Jack Cunningham Jack Cunningham's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Education
Gettysburg College 2010 — 2014
Lord, Abbett & Co. LLC July 2014 - Present
Education
Gettysburg College 2010 — 2014
Jeff Carroll Jeff Carroll's Lord, Abbett & Co. LLC Experience 2002 - 2004
Job Director, Digital Solutions, NBC Sports Golf Channel
Industry Entertainment
Experience
NBCUniversal, Inc. February 2014 - Present
SERINO/COYNE May 2012 - June 2013
MTV Networks August 2011 - May 2012
MTV Networks April 2007 - June 2011
Furnished Quarters August 2006 - July 2007
AIG January 2006 - August 2006
Metropolitan Golf Association November 2004 - January 2006
Lord, Abbett & Co. LLC 2002 - 2004
Skills
Email Marketing, New Media, New Media Marketing, New Media Strategy, New Media Consulting, Email Strategy, SEM, Display Advertising, Video Games, Music Videos, Social Media, Social Media Marketing, Social Networking, Social Media Measurement, Social Marketing, Mobile Devices, Mobile Applications, Mobile Marketing, Mobile Advertising, New Business Development, Business Strategy, Metrics, Performance Metrics, Content Strategy, Content Marketing, Mobile Content, Media Planning, Google Analytics, Web Analytics, Digital Marketing, Strategy, Online Marketing, Facebook, Brand Development, Advertising, Marketing Strategy, Marketing
Education
Lafayette College 1998 — 2002
Bachelor of Arts, English, Anthropology
NBCUniversal, Inc. February 2014 - Present
SERINO/COYNE May 2012 - June 2013
MTV Networks August 2011 - May 2012
MTV Networks April 2007 - June 2011
Furnished Quarters August 2006 - July 2007
AIG January 2006 - August 2006
Metropolitan Golf Association November 2004 - January 2006
Lord, Abbett & Co. LLC 2002 - 2004
Skills
Email Marketing, New Media, New Media Marketing, New Media Strategy, New Media Consulting, Email Strategy, SEM, Display Advertising, Video Games, Music Videos, Social Media, Social Media Marketing, Social Networking, Social Media Measurement, Social Marketing, Mobile Devices, Mobile Applications, Mobile Marketing, Mobile Advertising, New Business Development, Business Strategy, Metrics, Performance Metrics, Content Strategy, Content Marketing, Mobile Content, Media Planning, Google Analytics, Web Analytics, Digital Marketing, Strategy, Online Marketing, Facebook, Brand Development, Advertising, Marketing Strategy, Marketing
Education
Lafayette College 1998 — 2002
Bachelor of Arts, English, Anthropology
James Casler, CRPC ® James Casler, CRPC ®'s Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2014 - Present
John Hancock Mutual Funds LLC March 2011 - October 2014
Genworth Financial March 2007 - January 2011
Morgan Keegan December 2004 - February 2007
Skills
Mutual Funds, Asset Managment, Asset Allocation, Strategic Financial..., Variable Annuities, Fixed Income, Fixed Annuities, Retirement Planning, Equities, Market Research
Education
North Carolina State University 1999 — 2004
BS, Business Management
Lord, Abbett & Co. LLC October 2014 - Present
John Hancock Mutual Funds LLC March 2011 - October 2014
Genworth Financial March 2007 - January 2011
Morgan Keegan December 2004 - February 2007
Skills
Mutual Funds, Asset Managment, Asset Allocation, Strategic Financial..., Variable Annuities, Fixed Income, Fixed Annuities, Retirement Planning, Equities, Market Research
Education
North Carolina State University 1999 — 2004
BS, Business Management
Anthony M. Campiglia Anthony M. Campiglia's Lord, Abbett & Co. LLC Experience November 2011 - November 2014
Job Desktop Support Specialist at Cohen & Steers
Industry Information Technology and Services
Experience
Cohen & Steers November 2014 - Present
Lord, Abbett & Co. LLC November 2011 - November 2014
C. R. Bard, Inc. April 2011 - September 2011
Claflin Medical Equipment March 2010 - May 2010
Skills
Business Analysis, Process Improvement, Integration, ITIL, Windows 7, HDI Support Center..., MCITP, iOS, Android, Internal Communications, CompTIA Network+, Active Directory, Service-now.com, Microsoft Office, Saleslogix, Networking
Education
Johnson and Wales University 2006 — 2010
Bachelor's Degree, Business Information System Analysis
Cohen & Steers November 2014 - Present
Lord, Abbett & Co. LLC November 2011 - November 2014
C. R. Bard, Inc. April 2011 - September 2011
Claflin Medical Equipment March 2010 - May 2010
Skills
Business Analysis, Process Improvement, Integration, ITIL, Windows 7, HDI Support Center..., MCITP, iOS, Android, Internal Communications, CompTIA Network+, Active Directory, Service-now.com, Microsoft Office, Saleslogix, Networking
Education
Johnson and Wales University 2006 — 2010
Bachelor's Degree, Business Information System Analysis
Paul Salierno Paul Salierno's Lord, Abbett & Co. LLC Experience June 2011 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2011 - Present
Education
Franklin & Marshall College
Lord, Abbett & Co. LLC June 2011 - Present
Education
Franklin & Marshall College
Joseph Sosnowski Joseph Sosnowski's Lord, Abbett & Co. LLC Experience September 2013 - August 2014
Job PIMCO
Industry Financial Services
Experience
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC September 2013 - August 2014
Lord, Abbett & Co. LLC June 2011 - October 2013
Penn State University August 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Finance and International Business
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC September 2013 - August 2014
Lord, Abbett & Co. LLC June 2011 - October 2013
Penn State University August 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Finance and International Business
Caleb Dessalgne's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Port & Main, The Breeze August 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Asset Allocation, Investments, Mutual Funds, Strategic Consulting, Microsoft Excel, Sales, Portfolio Performance..., Sales Presentations, Public Speaking, Morningstar, Team Leadership, Business Strategy, Writing, SAS, Bloomberg Terminal, Oracle Crystal Ball
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Lord, Abbett & Co. LLC July 2014 - Present
Port & Main, The Breeze August 2013 - May 2014
Edward Jones June 2013 - August 2013
Skills
Asset Allocation, Investments, Mutual Funds, Strategic Consulting, Microsoft Excel, Sales, Portfolio Performance..., Sales Presentations, Public Speaking, Morningstar, Team Leadership, Business Strategy, Writing, SAS, Bloomberg Terminal, Oracle Crystal Ball
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Tracy Leone Tracy Leone's Lord, Abbett & Co. LLC Experience November 1993 - July 1997
Job Trustee at Madison Education Foundation
Industry Financial Services
Experience
Madison Education Foundation June 2011 - Present
Credit Suisse Asset Management, LLC (formerly Warburg Pincus Asset Management, Inc.) July 1997 - November 2002
Lord, Abbett & Co. LLC November 1993 - July 1997
Cantor Fitzgerald, Inc. September 1993 - November 1993
Fordham University September 1992 - May 1993
The Carson Group September 1992 - November 1992
Skills
Home for many years..., Experienced...
Education
Fordham University 1989 — 1993
Bachelor's Degree, Finance, College of Business Administration (renamed Gabelli School of Business)
Madison Education Foundation June 2011 - Present
Credit Suisse Asset Management, LLC (formerly Warburg Pincus Asset Management, Inc.) July 1997 - November 2002
Lord, Abbett & Co. LLC November 1993 - July 1997
Cantor Fitzgerald, Inc. September 1993 - November 1993
Fordham University September 1992 - May 1993
The Carson Group September 1992 - November 1992
Skills
Home for many years..., Experienced...
Education
Fordham University 1989 — 1993
Bachelor's Degree, Finance, College of Business Administration (renamed Gabelli School of Business)
Henry Lindon Henry Lindon's Lord, Abbett & Co. LLC Experience September 2015 - Present
Job Actively seeking employment opportunities in Digital Media and Marketing
Industry Computer Software
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Qubit. February 2015 - May 2015
HSBC Securities June 2013 - August 2013
The Wellington Hospital September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Strategic Planning, SQL, Visual Studio, Macintosh Applications, Experience working with..., Charities, Teamwork, Volunteering, Experience Working with...
Education
Manhattan College 2012 — 2014
Bachelor of Science (B.S.), Computer Information Systems, 3.37
Richmond, The American International University in London 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business
University of Vermont 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Lord, Abbett & Co. LLC September 2015 - Present
Qubit. February 2015 - May 2015
HSBC Securities June 2013 - August 2013
The Wellington Hospital September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Strategic Planning, SQL, Visual Studio, Macintosh Applications, Experience working with..., Charities, Teamwork, Volunteering, Experience Working with...
Education
Manhattan College 2012 — 2014
Bachelor of Science (B.S.), Computer Information Systems, 3.37
Richmond, The American International University in London 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business
University of Vermont 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Lee Meyer's Lord, Abbett & Co. LLC Experience January 2015 - Present
Job Small cap international technology research
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
James Jurewicz James Jurewicz's Lord, Abbett & Co. LLC Experience April 2014 - Present
Job Operations Sales Reporting at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC April 2014 - Present
Bloomberg LP August 2013 - April 2014
Nomura Securities June 2012 - August 2012
PC Components Company, LLC June 2011 - August 2011
CVS Pharmacy June 2010 - August 2010
Education
Muhlenberg College 2009 — 2013
Finance, Business Administration
Lord, Abbett & Co. LLC April 2014 - Present
Bloomberg LP August 2013 - April 2014
Nomura Securities June 2012 - August 2012
PC Components Company, LLC June 2011 - August 2011
CVS Pharmacy June 2010 - August 2010
Education
Muhlenberg College 2009 — 2013
Finance, Business Administration
Brian Dobbis, QPFC, QPA, QKA Brian Dobbis, QPFC, QPA, QKA's Lord, Abbett & Co. LLC Experience December 2002 - Present
Job IRA Product Manager, Product Strategy
Industry Investment Management
Experience
Lord, Abbett & Co. LLC December 2002 - Present
Education
Rowan University
Lord, Abbett & Co. LLC December 2002 - Present
Education
Rowan University
Sam Brodowski Sam Brodowski's Lord, Abbett & Co. LLC Experience May 2014 - Present
Job Director, Product Strategy at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2014 - Present
Lord, Abbett & Co. LLC October 2006 - April 2014
Education
James Madison University
Lord, Abbett & Co. LLC May 2014 - Present
Lord, Abbett & Co. LLC October 2006 - April 2014
Education
James Madison University
Bridget Young Bridget Young's Lord, Abbett & Co. LLC Experience June 2013 - Present
Job Research Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2013 - Present
Morgan Stanley Smith Barney March 2010 - June 2013
Moodys Investor Services February 2009 - April 2010
CIFG January 2007 - August 2008
HealthPass 2003 - 2007
Visible World 1999 - December 2001
Skills
Credit Analysis, Fixed Income, Bonds, Capital Markets, Bloomberg
Education
New York University
Lord, Abbett & Co. LLC June 2013 - Present
Morgan Stanley Smith Barney March 2010 - June 2013
Moodys Investor Services February 2009 - April 2010
CIFG January 2007 - August 2008
HealthPass 2003 - 2007
Visible World 1999 - December 2001
Skills
Credit Analysis, Fixed Income, Bonds, Capital Markets, Bloomberg
Education
New York University
Derek Cinquemani Derek Cinquemani's Lord, Abbett & Co. LLC Experience July 2006 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2006 - Present
Education
Montclair State University
Lord, Abbett & Co. LLC July 2006 - Present
Education
Montclair State University
James Scaltz James Scaltz's Lord, Abbett & Co. LLC Experience June 2002 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2002 - Present
Education
Penn State University
Lord, Abbett & Co. LLC June 2002 - Present
Education
Penn State University
Jesse Walker Jesse Walker's Lord, Abbett & Co. LLC Experience January 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2008 - Present
Education
Hamilton College
Lord, Abbett & Co. LLC January 2008 - Present
Education
Hamilton College
Brian O'Leary Brian O'Leary's Lord, Abbett & Co. LLC Experience November 1997 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC November 1997 - Present
Education
Penn State University
Lord, Abbett & Co. LLC November 1997 - Present
Education
Penn State University
Josh Kantor Josh Kantor's Lord, Abbett & Co. LLC Experience September 2007 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management
Lord, Abbett & Co. LLC September 2007 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management
JG Guidera JG Guidera's Lord, Abbett & Co. LLC Experience June 2005 - October 2014
Job Sales Director
Industry Investment Management
Experience
Legg Mason December 2014 - Present
Lord, Abbett & Co. LLC June 2005 - October 2014
Education
Loyola Blakefield
Loyola Blakefield
Princeton University
Legg Mason December 2014 - Present
Lord, Abbett & Co. LLC June 2005 - October 2014
Education
Loyola Blakefield
Loyola Blakefield
Princeton University
Jeremy McKitrick, CRPC®'s Lord, Abbett & Co. LLC Experience August 2011 - April 2014
Job Senior Regional Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2014 - Present
Lord, Abbett & Co. LLC August 2011 - April 2014
Education
Georgetown University
Neuberger Berman April 2014 - Present
Lord, Abbett & Co. LLC August 2011 - April 2014
Education
Georgetown University
Melissa Ohstrom Melissa Ohstrom's Lord, Abbett & Co. LLC Experience June 2013 - September 2014
Job Operations & Staffing Supervisor
Industry Retail
Experience
Victoria's Secret September 2014 - Present
Lord, Abbett & Co. LLC June 2013 - September 2014
J.Crew November 2012 - August 2013
Cellebrite August 2011 - November 2012
Skills
Customer Service, Data Entry, CRM, Problem Solving, Sales Operations, Microsoft Office, Team Building, Social Networking, Event Planning, Social Media, Software Documentation, Business Development, Access, Marketing Strategy, Management, Marketing, Event Management, Outlook, Retail
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Arts (B.A.), Law and Society, Psychology, Elementary Education
Victoria's Secret September 2014 - Present
Lord, Abbett & Co. LLC June 2013 - September 2014
J.Crew November 2012 - August 2013
Cellebrite August 2011 - November 2012
Skills
Customer Service, Data Entry, CRM, Problem Solving, Sales Operations, Microsoft Office, Team Building, Social Networking, Event Planning, Social Media, Software Documentation, Business Development, Access, Marketing Strategy, Management, Marketing, Event Management, Outlook, Retail
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Arts (B.A.), Law and Society, Psychology, Elementary Education
Danielle Hartwick Danielle Hartwick's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2012 - Present
Education
James Madison University
Lord, Abbett & Co. LLC July 2012 - Present
Education
James Madison University
Michael Ponder Michael Ponder's Lord, Abbett & Co. LLC Experience March 2015 - Present
Job Assistant General Counsel at Lord, Abbett & Co. LLC
Industry Legal Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
AMG Funds February 2011 - March 2015
Credit Suisse January 2007 - 2009
Willkie Farr & Gallagher LLP February 2006 - January 2007
Shearman and Sterling September 2005 - February 2006
Seward & Kissel LLP August 2003 - August 2005
Sutherland Asbill & Brennan LLP October 2000 - July 2003
Skills
Mutual Funds, Investment Management, Fixed Income, Hedge Funds, Investments, Asset Managment, Asset Management, FINRA, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Financial Risk, Securities, Insurance, Broker-Dealer, Securities Regulation, Investment Advisers Act, Investment Company Act, Due Diligence, Equities, Corporate Governance, ERISA
Education
University of Michigan Law School 1997 — 2000
J.D.
Harvard University 1992 — 1996
A.B., History
Lord, Abbett & Co. LLC March 2015 - Present
AMG Funds February 2011 - March 2015
Credit Suisse January 2007 - 2009
Willkie Farr & Gallagher LLP February 2006 - January 2007
Shearman and Sterling September 2005 - February 2006
Seward & Kissel LLP August 2003 - August 2005
Sutherland Asbill & Brennan LLP October 2000 - July 2003
Skills
Mutual Funds, Investment Management, Fixed Income, Hedge Funds, Investments, Asset Managment, Asset Management, FINRA, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Financial Risk, Securities, Insurance, Broker-Dealer, Securities Regulation, Investment Advisers Act, Investment Company Act, Due Diligence, Equities, Corporate Governance, ERISA
Education
University of Michigan Law School 1997 — 2000
J.D.
Harvard University 1992 — 1996
A.B., History
Katie (Nolan) McNeil Katie (Nolan) McNeil's Lord, Abbett & Co. LLC Experience October 2007 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2007 - Present
Skills
Series 7
Education
Hofstra University
Lord, Abbett & Co. LLC October 2007 - Present
Skills
Series 7
Education
Hofstra University
Shaniqua Michelle Milligan Shaniqua Michelle Milligan's Lord, Abbett & Co. LLC Experience June 2010 - April 2014
Job SMA Operations Asset Management
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Lord, Abbett & Co. LLC June 2010 - April 2014
Lord, Abbett & Co. LLC May 2006 - April 2014
Lord, Abbett & Co. LLC June 2008 - May 2010
Lord, Abbett & Co. LLC December 2006 - December 2007
SMBC-CM (Sumitomo Mitsui Banking Corp) March 2003 - August 2004
Skills
Equities, Leadership, Bloomberg, Portfolio Management, Securities, Corporate Actions, Asset Management
Education
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
JPMorgan Chase April 2014 - Present
Lord, Abbett & Co. LLC June 2010 - April 2014
Lord, Abbett & Co. LLC May 2006 - April 2014
Lord, Abbett & Co. LLC June 2008 - May 2010
Lord, Abbett & Co. LLC December 2006 - December 2007
SMBC-CM (Sumitomo Mitsui Banking Corp) March 2003 - August 2004
Skills
Equities, Leadership, Bloomberg, Portfolio Management, Securities, Corporate Actions, Asset Management
Education
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
Justin Veltre Justin Veltre's Lord, Abbett & Co. LLC Experience September 2014 - October 2014
Job Team LeadConvertible Bonds at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC January 2013 - September 2014
Lord Abbett & Co. LLC October 2011 - January 2013
Lord Abbett March 2008 - October 2011
Skills
Convertible Bonds, Bloomberg, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Financial Modeling, VBA, Equities
Education
James Madison University 2003 — 2007
BBA, Finance
James Madison University - College of Business 2003 — 2007
BBA, Finance
Thomson Reuters October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC January 2013 - September 2014
Lord Abbett & Co. LLC October 2011 - January 2013
Lord Abbett March 2008 - October 2011
Skills
Convertible Bonds, Bloomberg, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Financial Modeling, VBA, Equities
Education
James Madison University 2003 — 2007
BBA, Finance
James Madison University - College of Business 2003 — 2007
BBA, Finance
Nicolas Marotta's Lord, Abbett & Co. LLC Experience November 2013 - April 2014
Job Investment Banking Senior Analyst at Reinvention Capital Advisors Co.
Industry Investment Banking
Experience
Lord, Abbett & Co. LLC November 2013 - April 2014
ARjENT May 2012 - August 2012
Macalester College September 2009 - May 2012
Mabuzi July 2011 - November 2011
Glen Cove Boys & Girls Club July 2007 - August 2010
Skills
Economics, Analysis, Stata, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Data Analysis, Research, Econometrics, Financial Analysis, Finance, Statistics, Valuation, Alternative Energy, Financial Technology, Investment Banking, Due Diligence, Mergers & Acquisitions, Restructuring, Financial Modeling, Financial Advisory
Education
Macalester College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Friends Academy 2006 — 2009
University of Sydney
Lord, Abbett & Co. LLC November 2013 - April 2014
ARjENT May 2012 - August 2012
Macalester College September 2009 - May 2012
Mabuzi July 2011 - November 2011
Glen Cove Boys & Girls Club July 2007 - August 2010
Skills
Economics, Analysis, Stata, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Data Analysis, Research, Econometrics, Financial Analysis, Finance, Statistics, Valuation, Alternative Energy, Financial Technology, Investment Banking, Due Diligence, Mergers & Acquisitions, Restructuring, Financial Modeling, Financial Advisory
Education
Macalester College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Friends Academy 2006 — 2009
University of Sydney
Jacob Vehring Jacob Vehring's Lord, Abbett & Co. LLC Experience September 2011 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC September 2011 - Present
Education
Michigan Technological University
Lord, Abbett & Co. LLC September 2011 - Present
Education
Michigan Technological University
Daisy Tom, CPA Daisy Tom, CPA's Lord, Abbett & Co. LLC Experience August 2010 - June 2013
Job Chief Financial Officer at Lady M Confections Co., Ltd.
Industry Food & Beverages
Experience
Lady M Confections Co., Ltd. September 2013 - Present
Lord, Abbett & Co. LLC August 2010 - June 2013
Jennison Associates March 1999 - July 2010
Lehman Brothers August 1994 - April 1998
TUDOR INVESTMENT CORPORATION 1998 - 1998
Credit Lyonnais June 1993 - August 1994
Ernst & Young 1989 - 1993
Skills
Finance, Financial Reporting, Financial Services, Accounting, Mutual Funds, Internal Controls, Financial Analysis, Financial Modeling, Investment Advisory, Financial Audits, Asset Management, Alternative Investments, Financial Accounting, Investment Management, Valuation, Asset Managment, SEC filings, Financial Metrics, Financial Variance..., GAAP, Corporate Finance, Operational Risk..., Peer Group Analysis, Corporate FP&A, Monthly Close Process, Deferred Revenue, Balance Sheet Review, Cash Flow Reporting, Board of Directors..., MD&A, Financial Process..., US GAAP reporting, Finance System..., Chart of Accounts, Oracle General Ledger, Board of Directors..., Partnership Accounting, Consolidated Financial..., Expense Allocation, Equity Valuation, Strategic Financial..., Foreign Currency..., Financial Results, Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting and Finance
Lady M Confections Co., Ltd. September 2013 - Present
Lord, Abbett & Co. LLC August 2010 - June 2013
Jennison Associates March 1999 - July 2010
Lehman Brothers August 1994 - April 1998
TUDOR INVESTMENT CORPORATION 1998 - 1998
Credit Lyonnais June 1993 - August 1994
Ernst & Young 1989 - 1993
Skills
Finance, Financial Reporting, Financial Services, Accounting, Mutual Funds, Internal Controls, Financial Analysis, Financial Modeling, Investment Advisory, Financial Audits, Asset Management, Alternative Investments, Financial Accounting, Investment Management, Valuation, Asset Managment, SEC filings, Financial Metrics, Financial Variance..., GAAP, Corporate Finance, Operational Risk..., Peer Group Analysis, Corporate FP&A, Monthly Close Process, Deferred Revenue, Balance Sheet Review, Cash Flow Reporting, Board of Directors..., MD&A, Financial Process..., US GAAP reporting, Finance System..., Chart of Accounts, Oracle General Ledger, Board of Directors..., Partnership Accounting, Consolidated Financial..., Expense Allocation, Equity Valuation, Strategic Financial..., Foreign Currency..., Financial Results, Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting and Finance
Cynthia Alozie's Lord, Abbett & Co. LLC Experience February 2014 - October 2014
Job Pepperdine University ℅ 2013
Industry Financial Services
Experience
Wolfe Research, LLC April 2015 - Present
Lord, Abbett & Co. LLC February 2014 - October 2014
Law Offices of Johnwilly C. Osuji June 2007 - September 2013
Pepperdine University August 2010 - May 2011
Skills
Microsoft Office, Time Management, Social Media, PowerPoint, Event Planning, Social Networking, Customer Service, Office Administration, Receptionist Duties, Office Management, Visual Merchandising, Fashion, Retail, Merchandising, Sales, Teamwork, Styling, Spanish, Retail Sales
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Sports Medicine
Wolfe Research, LLC April 2015 - Present
Lord, Abbett & Co. LLC February 2014 - October 2014
Law Offices of Johnwilly C. Osuji June 2007 - September 2013
Pepperdine University August 2010 - May 2011
Skills
Microsoft Office, Time Management, Social Media, PowerPoint, Event Planning, Social Networking, Customer Service, Office Administration, Receptionist Duties, Office Management, Visual Merchandising, Fashion, Retail, Merchandising, Sales, Teamwork, Styling, Spanish, Retail Sales
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Sports Medicine
Caitlin Moser Caitlin Moser's Lord, Abbett & Co. LLC Experience December 2014 - Present
Job Analyst at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2015 - Present
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC June 2013 - December 2014
Lord, Abbett & Co. LLC July 2011 - June 2013
Education
Gettysburg College
Bachelor of Arts (BA), Mathematics
Allianz Global Investors August 2015 - Present
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC June 2013 - December 2014
Lord, Abbett & Co. LLC July 2011 - June 2013
Education
Gettysburg College
Bachelor of Arts (BA), Mathematics
Justyna Barczynska Justyna Barczynska's Lord, Abbett & Co. LLC Experience June 2003 - Present
Job Director, Relationship Marketing at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2003 - Present
Education
Universidad de Salamanca 2002 — 2002
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Management Science & Information Systems
Lord, Abbett & Co. LLC June 2003 - Present
Education
Universidad de Salamanca 2002 — 2002
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Management Science & Information Systems
Thomas Isaacs Thomas Isaacs's Lord, Abbett & Co. LLC Experience December 2014 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC February 2014 - November 2014
Lord, Abbett & Co. LLC June 2012 - January 2014
Education
Georgetown University - The McDonough School of Business
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC February 2014 - November 2014
Lord, Abbett & Co. LLC June 2012 - January 2014
Education
Georgetown University - The McDonough School of Business
Leah Cravenho Leah Cravenho's Lord, Abbett & Co. LLC Experience June 2011 - April 2014
Job Inflight Crewmember at JetBlue Airways
Industry Investment Management
Experience
JetBlue Airways April 2014 - Present
Lord, Abbett & Co. LLC June 2011 - April 2014
Lord, Abbett & Co. LLC October 2009 - June 2011
Citi Smith Barney June 2008 - October 2009
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Facebook, Microsoft Word
Education
Hofstra University 2005 — 2009
BBA, Management, 3.69
JetBlue Airways April 2014 - Present
Lord, Abbett & Co. LLC June 2011 - April 2014
Lord, Abbett & Co. LLC October 2009 - June 2011
Citi Smith Barney June 2008 - October 2009
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Facebook, Microsoft Word
Education
Hofstra University 2005 — 2009
BBA, Management, 3.69
Christine Steffano Christine Steffano's Lord, Abbett & Co. LLC Experience January 2007 - July 2007
Job Registered Nurse at Lutheran Medical Center
Industry Medical Practice
Experience
Lutheran Medical Center September 2013 - March 2015
private family - medical July 2009 - July 2013
Lord, Abbett & Co. LLC January 2007 - July 2007
Skills
Nursing, Healthcare, Hospitals, Clinical Research, Pediatrics, BLS, Healthcare Management, ACLS, Critical Care, Medicine, Surgery, Patient Safety, Wound Care, Medication..., Cpr Certified
Education
New York University 2015 — 2017
Family Practice Nurse/Nursing -- FNP
Pace University-Pleasantville/Briarcliff Campus 2009 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Southern California 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Lutheran Medical Center September 2013 - March 2015
private family - medical July 2009 - July 2013
Lord, Abbett & Co. LLC January 2007 - July 2007
Skills
Nursing, Healthcare, Hospitals, Clinical Research, Pediatrics, BLS, Healthcare Management, ACLS, Critical Care, Medicine, Surgery, Patient Safety, Wound Care, Medication..., Cpr Certified
Education
New York University 2015 — 2017
Family Practice Nurse/Nursing -- FNP
Pace University-Pleasantville/Briarcliff Campus 2009 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Southern California 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Brennan Kelly Brennan Kelly's Lord, Abbett & Co. LLC Experience 2012 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2012 - Present
Lord, Abbett & Co. LLC 2012 - 2012
Lord, Abbett & Co. LLC 2011 - 2012
Russell Reynolds Associates November 2010 - 2011
Skills
Sales Presentations, Direct Sales, Sales Process, Executive Search, Public Speaking, PowerPoint, Microsoft Office, Leadership Development
Education
Georgetown University 2005 — 2009
Bachelors, Government
Mcdonogh High School 2001 — 2005
Lord, Abbett & Co. LLC 2012 - Present
Lord, Abbett & Co. LLC 2012 - 2012
Lord, Abbett & Co. LLC 2011 - 2012
Russell Reynolds Associates November 2010 - 2011
Skills
Sales Presentations, Direct Sales, Sales Process, Executive Search, Public Speaking, PowerPoint, Microsoft Office, Leadership Development
Education
Georgetown University 2005 — 2009
Bachelors, Government
Mcdonogh High School 2001 — 2005
Meredith Henry's Lord, Abbett & Co. LLC Experience July 2012 - October 2014
Job Director of Corporate Services at Three Bell Capital
Industry Investment Management
Experience
Three Bell Capital October 2014 - Present
Lord, Abbett & Co. LLC July 2012 - October 2014
Hartford Mutual Funds May 2008 - July 2012
Skills
Investments, Mutual Funds, Management, Retirement Planning, Wealth Management, Series 7, Series 63, Asset Management, Finance, Portfolio Management
Education
Jacksonville University 2000 — 2004
Bachelor of Science (BS), Finance, General
eht high school
eht high school
Three Bell Capital October 2014 - Present
Lord, Abbett & Co. LLC July 2012 - October 2014
Hartford Mutual Funds May 2008 - July 2012
Skills
Investments, Mutual Funds, Management, Retirement Planning, Wealth Management, Series 7, Series 63, Asset Management, Finance, Portfolio Management
Education
Jacksonville University 2000 — 2004
Bachelor of Science (BS), Finance, General
eht high school
eht high school
Eric Hoffart CRPC's Lord, Abbett & Co. LLC Experience January 2011 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2011 - Present
Education
Northern State University
Lord, Abbett & Co. LLC January 2011 - Present
Education
Northern State University
Thomas McDonald Thomas McDonald's Lord, Abbett & Co. LLC Experience February 2008 - October 2015
Job Retired Investment Management Professional
Industry Investment Management
Experience
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Retired October 2015 - Present
Lord, Abbett & Co. LLC February 2008 - October 2015
Brown Brothers Harriman & Co. July 1979 - April 2007
Irving Trust Company June 1975 - June 1979
Skills
Fixed Income, Client Service, Asset Management, Series 7, Investments, Portfolio Management, Bonds, Financial Services, Asset Allocation, Asset Managment, Alternative Investments, Banking, Hedge Funds, Bloomberg, Investment Strategies, Client Services, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA
Yale University 1969 — 1973
BA
Taft School 1965 — 1969
Steven Ruta's Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2015 - Present
The Legend Group March 2015 - July 2015
Northwestern Mutual December 2014 - March 2015
The Legend Group June 2011 - August 2014
Skills
Finance, Management, Wealth Management, Personal Financial..., Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Retirement Planning, Life Insurance, Accident Insurance, Leadership, Social Networking, Marketing, Financial Analysis, Time Management, Event Planning, Microsoft Word, PowerPoint
Education
La Salle University
Bachelor's Degree, Finance
Xavier High School 2006 — 2010
High School Diploma, General Studies
Lord, Abbett & Co. LLC July 2015 - Present
The Legend Group March 2015 - July 2015
Northwestern Mutual December 2014 - March 2015
The Legend Group June 2011 - August 2014
Skills
Finance, Management, Wealth Management, Personal Financial..., Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Retirement Planning, Life Insurance, Accident Insurance, Leadership, Social Networking, Marketing, Financial Analysis, Time Management, Event Planning, Microsoft Word, PowerPoint
Education
La Salle University
Bachelor's Degree, Finance
Xavier High School 2006 — 2010
High School Diploma, General Studies
Carla Guter's Lord, Abbett & Co. LLC Experience April 2015 - Present
Job Product Strategy at Lord, Abbett & Co. LLC
Industry Public Relations and Communications
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Empire State Development October 2013 - April 2015
Tuleste April 2013 - October 2013
Antonym January 2013 - April 2013
Skills
Facebook, Social Media, Public Relations, Press Releases, Event Planning, Corporate Communications, Photoshop, Strategic Communications, Media Relations, Publicity, Crisis Communications, Advertising, Marketing, Communication, Public Affairs, Press Office, Market Research, Digital Marketing, Fashion Writing, Social Media Marketing, Marketing Communications, Digital Media, Coordinating Events, State Government, Visual Merchandising, Adobe Creative Suite, QuickBooks, Microsoft Office, Dreamweaver, CRM databases, Press Kits, Social Networking, Blogging, Twitter, Showrooms, Sales, Retail, Styling, Fashion, Jewelry, Administrative Work, Community Outreach, Fundraising
Education
New York Institute of Technology 2011 — 2013
Master's degree, Public Relations, Advertising, and Applied Communication
University at Albany 2007 — 2011
Bachelor of Arts (B.A.)
Lord, Abbett & Co. LLC April 2015 - Present
Empire State Development October 2013 - April 2015
Tuleste April 2013 - October 2013
Antonym January 2013 - April 2013
Skills
Facebook, Social Media, Public Relations, Press Releases, Event Planning, Corporate Communications, Photoshop, Strategic Communications, Media Relations, Publicity, Crisis Communications, Advertising, Marketing, Communication, Public Affairs, Press Office, Market Research, Digital Marketing, Fashion Writing, Social Media Marketing, Marketing Communications, Digital Media, Coordinating Events, State Government, Visual Merchandising, Adobe Creative Suite, QuickBooks, Microsoft Office, Dreamweaver, CRM databases, Press Kits, Social Networking, Blogging, Twitter, Showrooms, Sales, Retail, Styling, Fashion, Jewelry, Administrative Work, Community Outreach, Fundraising
Education
New York Institute of Technology 2011 — 2013
Master's degree, Public Relations, Advertising, and Applied Communication
University at Albany 2007 — 2011
Bachelor of Arts (B.A.)
Michael Cinquemane Michael Cinquemane's Lord, Abbett & Co. LLC Experience October 2011 - Present
Job Director, Operations Portfolio Administration
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2011 - Present
Lord, Abbett & Co. LLC April 2002 - October 2011
Lord, Abbett & Co. LLC April 2001 - April 2002
Merrill Lynch 1995 - 2001
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Wealth Management, Securities, Financial Services, Separately Managed..., Investment Management, Fund Accounting, Account Reconciliation, Vendor Management, Process Improvement, Back Office, Investments, Institutional Accounts, Security APL
Education
Monmouth University
MBA
University of Central Florida - College of Business Administration
Bachelors, Accounting
Lord, Abbett & Co. LLC October 2011 - Present
Lord, Abbett & Co. LLC April 2002 - October 2011
Lord, Abbett & Co. LLC April 2001 - April 2002
Merrill Lynch 1995 - 2001
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Wealth Management, Securities, Financial Services, Separately Managed..., Investment Management, Fund Accounting, Account Reconciliation, Vendor Management, Process Improvement, Back Office, Investments, Institutional Accounts, Security APL
Education
Monmouth University
MBA
University of Central Florida - College of Business Administration
Bachelors, Accounting
Thomas Picardi Thomas Picardi's Lord, Abbett & Co. LLC Experience November 2013 - Present
Job Performance Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC August 2012 - November 2013
Lord Abbett & Co. LLC July 2010 - August 2012
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Microsoft Excel, Financial Analysis, Mutual Funds, Valuation, Corporate Finance, Bloomberg Terminal, Finance, Analysis, Securities, Investments
Education
Northeastern University 2006 — 2010
BS, Business Administration
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC August 2012 - November 2013
Lord Abbett & Co. LLC July 2010 - August 2012
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Microsoft Excel, Financial Analysis, Mutual Funds, Valuation, Corporate Finance, Bloomberg Terminal, Finance, Analysis, Securities, Investments
Education
Northeastern University 2006 — 2010
BS, Business Administration
Christina Wei's Lord, Abbett & Co. LLC Experience August 2013 - Present
Job Senior Financial Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2013 - Present
Bank of New York Mellon January 2011 - August 2013
Viacom September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Planning Budgeting &..., Financial Reporting, Visual Basic, Project Planning, PowerPoint, Accounting, Hedge Funds, Data Analysis, Financial Forecasting, Business Analysis, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Strategy, Corporate Finance, Entrepreneurship & Innovation
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Psychology
Lord, Abbett & Co. LLC August 2013 - Present
Bank of New York Mellon January 2011 - August 2013
Viacom September 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Planning Budgeting &..., Financial Reporting, Visual Basic, Project Planning, PowerPoint, Accounting, Hedge Funds, Data Analysis, Financial Forecasting, Business Analysis, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Strategy, Corporate Finance, Entrepreneurship & Innovation
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Psychology
Thomas J. Granaghan Thomas J. Granaghan's Lord, Abbett & Co. LLC Experience 2004 - 2015
Job COO/SVP, CLIENT/INVESTOR SUPPORT SERVICES, FINANCIAL SERVICES, ASSET MANAGEMENT
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2004 - 2015
Merrill Lynch 1998 - 2004
Skills
Mutual Funds, Series 7, Asset Management, Investments, Budgets, Marketing Strategy, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Fixed Income, CRM, Budget Management, Hedge Funds, Project Management, Strategic Planning, Data Strategies, Institutional Marketing, Transfer Agency, Customer Experience, Customer Service, Series 24, Process Improvement, Management, Securities, Portfolio Management, Wealth Management, Leadership, Strategy, Equities, Finance, Risk Management, Series 63, Analysis, Vendor Management, Capital Markets, Financial Modeling, Marketing, Financial Advisory, Financial Analysis, Sales, Distribution Strategies, Business Process..., Operations Management, CRM Integration, Talent Management, Outsourcing Management, Product Marketing, Six Sigma, Vendor Relationship...
Education
Rider University 1989 — 1991
MBA, Business Administration and Management, General
Rider University 1984 — 1988
Bachelor's Degree, Finance
Lord, Abbett & Co. LLC 2004 - 2015
Merrill Lynch 1998 - 2004
Skills
Mutual Funds, Series 7, Asset Management, Investments, Budgets, Marketing Strategy, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Fixed Income, CRM, Budget Management, Hedge Funds, Project Management, Strategic Planning, Data Strategies, Institutional Marketing, Transfer Agency, Customer Experience, Customer Service, Series 24, Process Improvement, Management, Securities, Portfolio Management, Wealth Management, Leadership, Strategy, Equities, Finance, Risk Management, Series 63, Analysis, Vendor Management, Capital Markets, Financial Modeling, Marketing, Financial Advisory, Financial Analysis, Sales, Distribution Strategies, Business Process..., Operations Management, CRM Integration, Talent Management, Outsourcing Management, Product Marketing, Six Sigma, Vendor Relationship...
Education
Rider University 1989 — 1991
MBA, Business Administration and Management, General
Rider University 1984 — 1988
Bachelor's Degree, Finance
Alexander Onbreyt Alexander Onbreyt's Lord, Abbett & Co. LLC Experience December 2012 - February 2014
Job Sr. Business Analyst / CRM Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 2014 - Present
Lord, Abbett & Co. LLC December 2012 - February 2014
Morgan Stanley December 2009 - December 2012
Morgan Stanley May 2009 - November 2009
TD Ameritrade January 2009 - April 2009
Merrill Lynch November 2008 - January 2009
Goldman Sachs June 2008 - September 2008
Morgan Stanley May 2005 - February 2008
LeBoeuf, Lamb, Greene & MacRae June 2004 - April 2005
Dow Jones 2000 - 2003
Skills
Business Intelligence, SharePoint, Business Analysis, Visio, Microsoft Excel, Analysis, Software Documentation, Data Analysis, Strategy, Database Management, Microsoft Office, Access, SQL, Project Management, Business Objects, Oracle, Crystal Reports, Database Admin, Microsoft SQL Server, MS Project, PowerPoint, QlikView, Risk Management, Process Improvement, CRM, SQL Server, Business Requirements, Sage CRM, ProClarity, DBArtisan, T-SQL, VBA, Clarity, Quality Center, HTML + CSS, XHTML, Functional..., User Acceptance Testing, System Testing, Regression Testing
Education
New York University 2010 — 2012
Master of Science (MS), Management & Systems
Pace University - Lubin School of Business 2000 — 2003
BBA, Business Economics
Allianz Global Investors March 2014 - Present
Lord, Abbett & Co. LLC December 2012 - February 2014
Morgan Stanley December 2009 - December 2012
Morgan Stanley May 2009 - November 2009
TD Ameritrade January 2009 - April 2009
Merrill Lynch November 2008 - January 2009
Goldman Sachs June 2008 - September 2008
Morgan Stanley May 2005 - February 2008
LeBoeuf, Lamb, Greene & MacRae June 2004 - April 2005
Dow Jones 2000 - 2003
Skills
Business Intelligence, SharePoint, Business Analysis, Visio, Microsoft Excel, Analysis, Software Documentation, Data Analysis, Strategy, Database Management, Microsoft Office, Access, SQL, Project Management, Business Objects, Oracle, Crystal Reports, Database Admin, Microsoft SQL Server, MS Project, PowerPoint, QlikView, Risk Management, Process Improvement, CRM, SQL Server, Business Requirements, Sage CRM, ProClarity, DBArtisan, T-SQL, VBA, Clarity, Quality Center, HTML + CSS, XHTML, Functional..., User Acceptance Testing, System Testing, Regression Testing
Education
New York University 2010 — 2012
Master of Science (MS), Management & Systems
Pace University - Lubin School of Business 2000 — 2003
BBA, Business Economics
Jordan Lynch's Lord, Abbett & Co. LLC Experience April 2013 - Present
Job Regional Consultant at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2013 - Present
Brinker Capital May 2011 - August 2012
Goldie London February 2012 - April 2012
Brinker Capital May 2010 - August 2010
Skills
CRM, Social Media, Salesforce.com, Series 7, Series 66, Facebook, Sales, Data Analysis, Investments, Portfolio Management, Asset Management
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Business
Notre Dame High School 2005 — 2009
Lord, Abbett & Co. LLC April 2013 - Present
Brinker Capital May 2011 - August 2012
Goldie London February 2012 - April 2012
Brinker Capital May 2010 - August 2010
Skills
CRM, Social Media, Salesforce.com, Series 7, Series 66, Facebook, Sales, Data Analysis, Investments, Portfolio Management, Asset Management
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Business
Notre Dame High School 2005 — 2009
James L. Cockerill's Lord, Abbett & Co. LLC Experience August 2015 - Present
Job Consultant, Advisor Solutions at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC September 2013 - Present
Vanguard April 2013 - September 2013
Vanguard September 2012 - April 2013
Skills
Public Speaking, PowerPoint, Investments, Sales, Leadership, Microsoft Word, Social Networking, Research
Education
Gettysburg College 2008 — 2012
Organization and Management Studies, Business
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC September 2013 - Present
Vanguard April 2013 - September 2013
Vanguard September 2012 - April 2013
Skills
Public Speaking, PowerPoint, Investments, Sales, Leadership, Microsoft Word, Social Networking, Research
Education
Gettysburg College 2008 — 2012
Organization and Management Studies, Business
Cheyne Stepanski's Lord, Abbett & Co. LLC Experience February 2006 - February 2008
Job Licensed Real Estate Salesperson at Town Residential
Industry Real Estate
Experience
Town Residential July 2014 - Present
MNS March 2014 - July 2014
Mariner Investment Group April 2011 - February 2014
BNY Mellon December 2010 - April 2011
BNY Mellon February 2008 - September 2010
Lord, Abbett & Co. LLC February 2006 - February 2008
Skills
Hedge Funds, Proposal Writing, Investor Relations, PowerPoint, Due Diligence, Word, Excel, Photoshop, Lightroom, French, French to English, Translation, Sales, Marketing, New Business Development, Marketing Communications, Alternative Investments, Asset Management, Investments, Risk Management, Microsoft Excel
Education
New York University 2011 — 2021
Non-Degree Program: French to English Translation Program, Language Interpretation and Translation
Texas A&M University 1999 — 2003
Bachelor, International Studies
Université catholique de Lille 2000 — 2001
Non-degree study abroad experience, Médiation culturelle et communication
Town Residential July 2014 - Present
MNS March 2014 - July 2014
Mariner Investment Group April 2011 - February 2014
BNY Mellon December 2010 - April 2011
BNY Mellon February 2008 - September 2010
Lord, Abbett & Co. LLC February 2006 - February 2008
Skills
Hedge Funds, Proposal Writing, Investor Relations, PowerPoint, Due Diligence, Word, Excel, Photoshop, Lightroom, French, French to English, Translation, Sales, Marketing, New Business Development, Marketing Communications, Alternative Investments, Asset Management, Investments, Risk Management, Microsoft Excel
Education
New York University 2011 — 2021
Non-Degree Program: French to English Translation Program, Language Interpretation and Translation
Texas A&M University 1999 — 2003
Bachelor, International Studies
Université catholique de Lille 2000 — 2001
Non-degree study abroad experience, Médiation culturelle et communication
Noelle Laureano Noelle Laureano's Lord, Abbett & Co. LLC Experience October 2013 - September 2015
Job Associate Trader at Lord Abbett
Industry Investment Management
Experience
Mizuho Bank September 2015 - Present
Lord, Abbett & Co. LLC October 2013 - September 2015
Lord, Abbett & Co. LLC June 2011 - October 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Equity Trading Capital May 2009 - July 2009
Skills
Microsoft Excel, Municipal Bonds, Investortools, Inc...., Bloomberg, Barclays Point, Visual Basic, Fixed Income, PowerPoint, Finance, Data Analysis, Trading, Capital Markets
Education
New York University
B.A., Economics, Business Studies
Sacred Heart Academy 2003 — 2007
Mizuho Bank September 2015 - Present
Lord, Abbett & Co. LLC October 2013 - September 2015
Lord, Abbett & Co. LLC June 2011 - October 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Equity Trading Capital May 2009 - July 2009
Skills
Microsoft Excel, Municipal Bonds, Investortools, Inc...., Bloomberg, Barclays Point, Visual Basic, Fixed Income, PowerPoint, Finance, Data Analysis, Trading, Capital Markets
Education
New York University
B.A., Economics, Business Studies
Sacred Heart Academy 2003 — 2007
Alan Swihart Alan Swihart's Lord, Abbett & Co. LLC Experience July 2013 - December 2014
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
J.P. Morgan Asset Management December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - December 2014
Merrill Lynch September 2011 - June 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Customer Service, Windows, Access, Outlook, Research, Stata, Financial Accounting, Macroeconomics, Microeconomics, Technical Analysis, Data Analysis, Series 7, Series 63, Series 65, Fixed Income
Education
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Valley State University 2009 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
Ethan Miller Ethan Miller's Lord, Abbett & Co. LLC Experience December 2014 - Present
Job Regional Consultant
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - Present
CEB July 2014 - December 2014
James Madison University -- The Breeze April 2012 - May 2014
Front Row Marketing Services November 2013 - April 2014
NVR, Inc. May 2013 - August 2013
Skills
Leadership, Advertising, Management, Customer Service, Sports Management, Social Media, Sales, Fly Fishing
Education
James Madison University 2010 — 2014
Lord, Abbett & Co. LLC December 2014 - Present
CEB July 2014 - December 2014
James Madison University -- The Breeze April 2012 - May 2014
Front Row Marketing Services November 2013 - April 2014
NVR, Inc. May 2013 - August 2013
Skills
Leadership, Advertising, Management, Customer Service, Sports Management, Social Media, Sales, Fly Fishing
Education
James Madison University 2010 — 2014
Stephanie Masone Stephanie Masone's Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Tax Associate
Industry Accounting
Experience
Lord, Abbett & Co. LLC July 2015 - Present
UHY LLP January 2015 - May 2015
Marcum LLP August 2014 - November 2014
Daiwa Capital Markets America September 2013 - August 2014
JS Blade Advertising June 2013 - August 2013
Pace University September 2011 - January 2012
Skills
Microsoft Office, OneSite, Accounting, Creative Problem Solving, Bookkeeping, QuickBooks, Accounts Payable, Invoicing, Accounts Receivable, Tax, Tax Preparation, PeopleSoft, Account Reconciliation, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word
Education
Pace University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Pace University - Lubin School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Lord, Abbett & Co. LLC July 2015 - Present
UHY LLP January 2015 - May 2015
Marcum LLP August 2014 - November 2014
Daiwa Capital Markets America September 2013 - August 2014
JS Blade Advertising June 2013 - August 2013
Pace University September 2011 - January 2012
Skills
Microsoft Office, OneSite, Accounting, Creative Problem Solving, Bookkeeping, QuickBooks, Accounts Payable, Invoicing, Accounts Receivable, Tax, Tax Preparation, PeopleSoft, Account Reconciliation, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word
Education
Pace University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Pace University - Lubin School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Joseph Armenti Joseph Armenti's Lord, Abbett & Co. LLC Experience August 2015 - Present
Job Production Support Engineer
Industry Computer Hardware
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett August 2010 - September 2011
Dewey & LeBoeuf LLP January 2010 - May 2010
Ernst & Young October 2006 - October 2009
Ernst & Young April 2005 - October 2005
Ernst & Young September 2000 - April 2005
Skills
Data Center, Operating Systems, Windows Server, HP, Wintel Patching, DNS..., ITIL, Virtualization, Hardware, IT Operations, System Administration, DNS, VMware, Computer Hardware, Netbackup, Patch Management, Storage Management, Data Security, VMware ESX, Windows, Servers, Citrix, Disaster Recovery, Active Directory, VMware Infrastructure, Technical Support, Software Documentation, Infrastructure, Windows XP, Dell PowerEdge Servers, Information Technology, SAN, VMware vSphere, IT Service Management, NetBackup
Education
New Jersey City University 2001 — 2006
BS, Computer Science
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett August 2010 - September 2011
Dewey & LeBoeuf LLP January 2010 - May 2010
Ernst & Young October 2006 - October 2009
Ernst & Young April 2005 - October 2005
Ernst & Young September 2000 - April 2005
Skills
Data Center, Operating Systems, Windows Server, HP, Wintel Patching, DNS..., ITIL, Virtualization, Hardware, IT Operations, System Administration, DNS, VMware, Computer Hardware, Netbackup, Patch Management, Storage Management, Data Security, VMware ESX, Windows, Servers, Citrix, Disaster Recovery, Active Directory, VMware Infrastructure, Technical Support, Software Documentation, Infrastructure, Windows XP, Dell PowerEdge Servers, Information Technology, SAN, VMware vSphere, IT Service Management, NetBackup
Education
New Jersey City University 2001 — 2006
BS, Computer Science
Brencis Navia's Lord, Abbett & Co. LLC Experience July 2013 - January 2014
Job J.D. Candidate at Rutgers Law School
Industry Legal Services
Experience
Rutgers Law School-Newark August 2015 - Present
YMCA August 2011 - August 2015
Lord, Abbett & Co. LLC July 2013 - January 2014
Eisenhower Institute at Gettysburg College January 2013 - June 2013
Eisenhower Institute at Gettysburg College June 2012 - June 2013
Gettysburg College September 2009 - June 2013
Lambda Chi Alpha- Theta Pi November 2011 - November 2012
WilmerHale June 2012 - August 2012
Summit Family Aquatic Center June 2007 - August 2012
Summit Family Aquatic Center May 2007 - August 2012
Skills
Public Speaking, Stata, Microsoft Excel, Microsoft Word, Notepad++, Spanish, Writing, PowerPoint, Highly personable, Always Punctual, Research, Editing, Teaching, Microsoft Office, Leadership, Analysis, Creative Writing, Time Management
Education
Rutgers University School of Law - Newark 2015 — 2018
Doctor of Law (JD)
Gettysburg College 2009 — 2013
Political Science/ English (Minor), American Presidents, International Relations, African-American Literature, Civil War Literature
Rutgers Law School-Newark August 2015 - Present
YMCA August 2011 - August 2015
Lord, Abbett & Co. LLC July 2013 - January 2014
Eisenhower Institute at Gettysburg College January 2013 - June 2013
Eisenhower Institute at Gettysburg College June 2012 - June 2013
Gettysburg College September 2009 - June 2013
Lambda Chi Alpha- Theta Pi November 2011 - November 2012
WilmerHale June 2012 - August 2012
Summit Family Aquatic Center June 2007 - August 2012
Summit Family Aquatic Center May 2007 - August 2012
Skills
Public Speaking, Stata, Microsoft Excel, Microsoft Word, Notepad++, Spanish, Writing, PowerPoint, Highly personable, Always Punctual, Research, Editing, Teaching, Microsoft Office, Leadership, Analysis, Creative Writing, Time Management
Education
Rutgers University School of Law - Newark 2015 — 2018
Doctor of Law (JD)
Gettysburg College 2009 — 2013
Political Science/ English (Minor), American Presidents, International Relations, African-American Literature, Civil War Literature
Colleen S. Hurley Colleen S. Hurley's Lord, Abbett & Co. LLC Experience January 2005 - November 2006
Job VP, Client Service Manager at Dreyfus
Industry Financial Services
Experience
Dreyfus November 2006 - Present
Lord, Abbett & Co. LLC January 2005 - November 2006
Prudential Financial August 1998 - January 2005
Skills
Mutual Funds, Series 7, Financial Services, Investments, Securities, Relationship Management, Fixed Income, Equities
Education
James Madison University 1994 — 1998
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Dreyfus November 2006 - Present
Lord, Abbett & Co. LLC January 2005 - November 2006
Prudential Financial August 1998 - January 2005
Skills
Mutual Funds, Series 7, Financial Services, Investments, Securities, Relationship Management, Fixed Income, Equities
Education
James Madison University 1994 — 1998
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Leslie Morales's Lord, Abbett & Co. LLC Experience April 2000 - July 2004
Job Executive Assistant at Davis & Gilbert LLP
Industry Law Practice
Experience
Davis & Gilbert LLP October 2011 - Present
Teliris July 2008 - October 2011
Rhone Group LLC December 2007 - April 2008
Jennison Associates LLC December 2006 - October 2007
ICAP July 2004 - December 2006
Lord, Abbett & Co. LLC April 2000 - July 2004
Corus July 1998 - April 2000
Skills
Corporate Law, Expenses, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Lotus Notes, Vendor Management, Budgets, Visio, Project Management, Marketing, Administrative..., Access, Social Media, Contract Negotiation, Event Management, Databases, SharePoint, Video Conferencing, Account Management, Telecommunications, Market Research, Sales, Fundraising, Audio Conferencing, Human Resources, Accounting, Management, Recruiting, Leadership, Office Management, Training, Customer Service, Office Administration, Confidentiality, Team Leadership, Research, Data Entry, Salesforce.com, Event Planning, Time Management, Process Scheduler, Social Networking, Telepresence, Invoicing, Program Management, PeopleSoft, Calendars
Education
New Jersey Institute of Technology
Davis & Gilbert LLP October 2011 - Present
Teliris July 2008 - October 2011
Rhone Group LLC December 2007 - April 2008
Jennison Associates LLC December 2006 - October 2007
ICAP July 2004 - December 2006
Lord, Abbett & Co. LLC April 2000 - July 2004
Corus July 1998 - April 2000
Skills
Corporate Law, Expenses, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Lotus Notes, Vendor Management, Budgets, Visio, Project Management, Marketing, Administrative..., Access, Social Media, Contract Negotiation, Event Management, Databases, SharePoint, Video Conferencing, Account Management, Telecommunications, Market Research, Sales, Fundraising, Audio Conferencing, Human Resources, Accounting, Management, Recruiting, Leadership, Office Management, Training, Customer Service, Office Administration, Confidentiality, Team Leadership, Research, Data Entry, Salesforce.com, Event Planning, Time Management, Process Scheduler, Social Networking, Telepresence, Invoicing, Program Management, PeopleSoft, Calendars
Education
New Jersey Institute of Technology
Tom Lonergan's Lord, Abbett & Co. LLC Experience July 2012 - July 2013
Job Regional Consultant at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management September 2015 - Present
AllianceBernstein July 2013 - September 2015
Lord, Abbett & Co. LLC July 2012 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Mutual Funds, Public Speaking, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
Universidad de Navarra 2011 — 2011
Summer Study, Public Policy Analysis
Hinsdale South HS 2004 — 2008
LaSalle Investment Management September 2015 - Present
AllianceBernstein July 2013 - September 2015
Lord, Abbett & Co. LLC July 2012 - July 2013
UBS Wealth Management June 2010 - August 2010
Skills
Mutual Funds, Public Speaking, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Advisory
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Public Finance
Universidad de Navarra 2011 — 2011
Summer Study, Public Policy Analysis
Hinsdale South HS 2004 — 2008
Trevor Sotell's Lord, Abbett & Co. LLC Experience September 2015 - Present
Job Regional Consultant at Lord Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
J.P. Morgan December 2014 - August 2015
Northwestern Mutual June 2013 - August 2013
Skills
Investments, Finance, Financial Planning, Time Management, Financial Analysis, Management, Teamwork, Leadership
Education
Gwynedd Mercy University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lord, Abbett & Co. LLC September 2015 - Present
J.P. Morgan December 2014 - August 2015
Northwestern Mutual June 2013 - August 2013
Skills
Investments, Finance, Financial Planning, Time Management, Financial Analysis, Management, Teamwork, Leadership
Education
Gwynedd Mercy University 2010 — 2014
Bachelor of Science (BS), Finance, General
Katrina Esposito Katrina Esposito's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Strategic Relationship Group Assistant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2014
Freedom Capital Management January 2010 - June 2013
Vera Bradley June 2012 - April 2013
Skills
Leadership, Training, Selling, Visual Merchandising, Retail, Merchandising, Customer Service, Store Management, Sales, Loss Prevention, Time Management, Retail Sales, Marketing, Microsoft Excel, Fashion, Management, Customer Satisfaction
Education
Monmouth University
Master of Business Administration (MBA), Business, General, 3.6
Monmouth University 2007 — 2011
Bachelor of Science (BS), Business Administration
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2014
Freedom Capital Management January 2010 - June 2013
Vera Bradley June 2012 - April 2013
Skills
Leadership, Training, Selling, Visual Merchandising, Retail, Merchandising, Customer Service, Store Management, Sales, Loss Prevention, Time Management, Retail Sales, Marketing, Microsoft Excel, Fashion, Management, Customer Satisfaction
Education
Monmouth University
Master of Business Administration (MBA), Business, General, 3.6
Monmouth University 2007 — 2011
Bachelor of Science (BS), Business Administration
Bernie Doucette's Lord, Abbett & Co. LLC Experience September 2013 - Present
Job Director, Chief Accounting Officer at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Bret Contreras's Lord, Abbett & Co. LLC Experience August 2004 - Present
Job Defined Contribution Investment Only Specialist at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2004 - Present
Education
Montclair State University
Lord, Abbett & Co. LLC August 2004 - Present
Education
Montclair State University
Luis Benavides, Jr.'s Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Regional Consultant at Lord, Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
rag & bone May 2015 - June 2015
McCombie Group, LLC December 2014 - January 2015
Chepenik Financial, LPL Financial April 2014 - August 2014
GALAXY VACATIONS INC January 2014 - March 2014
Rollins College June 2012 - July 2012
Vector Marketing September 2011 - December 2011
Skills
Leadership, Business Strategy, Microsoft Excel, Teamwork, Public Speaking, Financial Modeling, Business Analysis, Equity Trading, Microsoft Office, Philanthropy, Negotiation, Real Estate, Research, Sales, Marketing, Networking
Education
Rollins College 2011 — 2015
Bachelor's degree, International Business
Queen Mary, U. of London 2014 — 2014
Bachelor's Degree, Corporate Finance
Bishop Moore Catholic High School 2007 — 2011
Lord, Abbett & Co. LLC July 2015 - Present
rag & bone May 2015 - June 2015
McCombie Group, LLC December 2014 - January 2015
Chepenik Financial, LPL Financial April 2014 - August 2014
GALAXY VACATIONS INC January 2014 - March 2014
Rollins College June 2012 - July 2012
Vector Marketing September 2011 - December 2011
Skills
Leadership, Business Strategy, Microsoft Excel, Teamwork, Public Speaking, Financial Modeling, Business Analysis, Equity Trading, Microsoft Office, Philanthropy, Negotiation, Real Estate, Research, Sales, Marketing, Networking
Education
Rollins College 2011 — 2015
Bachelor's degree, International Business
Queen Mary, U. of London 2014 — 2014
Bachelor's Degree, Corporate Finance
Bishop Moore Catholic High School 2007 — 2011
Danielle Hartwick Danielle Hartwick's Lord, Abbett & Co. LLC Experience March 2014 - August 2015
Job Senior Analyst at Prudential Financial
Industry Investment Management
Experience
Prudential Financial August 2015 - Present
Lord, Abbett & Co. LLC March 2014 - August 2015
Lord, Abbett & Co. LLC July 2012 - March 2014
Financial Alternatives June 2010 - August 2011
Education
James Madison University 2008 — 2012
Bachelor of Busin Administration (B.B.A.), Finance, General
Prudential Financial August 2015 - Present
Lord, Abbett & Co. LLC March 2014 - August 2015
Lord, Abbett & Co. LLC July 2012 - March 2014
Financial Alternatives June 2010 - August 2011
Education
James Madison University 2008 — 2012
Bachelor of Busin Administration (B.B.A.), Finance, General
Julia Rodgers Julia Rodgers's Lord, Abbett & Co. LLC Experience March 2013 - Present
Job Associate, Marketing Communications at Lord, Abbett & Co. LL
Industry Financial Services
Experience
Lord, Abbett & Co. LLC March 2013 - Present
Indiana University of Pennsylvania August 2010 - October 2012
P.F. Chang's China Bistro December 2003 - August 2012
Person to Person Direct September 2007 - October 2008
Mary Kay Inc. August 2006 - May 2008
Skills
Event Planning, Research, Customer Service, Public Speaking, Time Management, Social Networking, Team Management, Team Leadership, Building Relationships, Communication Skills, Marketing Communications, Leadership, Microsoft Excel, CRM, Social Media, Training, Facebook
Education
Indiana University of Pennsylvania 2010 — 2012
Masters in Education, 4.0
Penn State University 2005 — 2009
Bachelor's degree, Psychology, 3.7
Lord, Abbett & Co. LLC March 2013 - Present
Indiana University of Pennsylvania August 2010 - October 2012
P.F. Chang's China Bistro December 2003 - August 2012
Person to Person Direct September 2007 - October 2008
Mary Kay Inc. August 2006 - May 2008
Skills
Event Planning, Research, Customer Service, Public Speaking, Time Management, Social Networking, Team Management, Team Leadership, Building Relationships, Communication Skills, Marketing Communications, Leadership, Microsoft Excel, CRM, Social Media, Training, Facebook
Education
Indiana University of Pennsylvania 2010 — 2012
Masters in Education, 4.0
Penn State University 2005 — 2009
Bachelor's degree, Psychology, 3.7
Tyler Boyle's Lord, Abbett & Co. LLC Experience July 2007 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2007 - Present
Education
Lehigh University
Lord, Abbett & Co. LLC July 2007 - Present
Education
Lehigh University
Jack Reilly Jack Reilly's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Colliers-International July 2013 - May 2014
Wells Fargo Advisors June 2012 - August 2012
Commerzbank AG June 2011 - August 2011
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Finance, International Business
Maastricht University 2011 — 2011
Bachelor of Arts (B.A.), International Business
Mountain Lakes High School 2005 — 2009
Lord, Abbett & Co. LLC July 2014 - Present
Colliers-International July 2013 - May 2014
Wells Fargo Advisors June 2012 - August 2012
Commerzbank AG June 2011 - August 2011
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Finance, International Business
Maastricht University 2011 — 2011
Bachelor of Arts (B.A.), International Business
Mountain Lakes High School 2005 — 2009
Kathleen Swartz's Lord, Abbett & Co. LLC Experience January 2014 - Present
Job Institutional Services Assistant at Lord, Abbett & Co. LLC
Industry Management Consulting
Experience
Lord, Abbett & Co. LLC January 2014 - Present
Northwestern Mutual June 2013 - January 2014
Shipco Transport May 2011 - August 2012
Independent Press September 2008 - May 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Social Media, Social Networking, Microsoft Office, Outlook, SugarCRM, Billing Systems, SPSS, Time Management, Data Analysis, Research, MAC OS X Tiger, Outlook Express, Series 7
Education
Gettysburg College 2009 — 2013
BA, Management, Business, History
Chatham High School 2005 — 2009
Lord, Abbett & Co. LLC January 2014 - Present
Northwestern Mutual June 2013 - January 2014
Shipco Transport May 2011 - August 2012
Independent Press September 2008 - May 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Social Media, Social Networking, Microsoft Office, Outlook, SugarCRM, Billing Systems, SPSS, Time Management, Data Analysis, Research, MAC OS X Tiger, Outlook Express, Series 7
Education
Gettysburg College 2009 — 2013
BA, Management, Business, History
Chatham High School 2005 — 2009
Wade Davis Wade Davis's Lord, Abbett & Co. LLC Experience May 2006 - May 2009
Job 2nd Vice President at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2010 - Present
Lord, Abbett & Co. LLC May 2006 - May 2009
Prudential Financial July 1999 - May 2006
The Bank of New York November 1998 - July 1999
Prudential Financial October 1994 - November 1998
Prudential Financial March 1993 - October 1994
Education
Penn State University 1987 — 1991
BS, Economics
Monmouth University 1994 — 1998
MBA, Finance, General
State of New Jersey Div. of Fire Safety and Dept. of Health
Firefighter I, Emergency Medical Technician, HazMat Operations, Incident Management Level II
New York Life Investment Management May 2010 - Present
Lord, Abbett & Co. LLC May 2006 - May 2009
Prudential Financial July 1999 - May 2006
The Bank of New York November 1998 - July 1999
Prudential Financial October 1994 - November 1998
Prudential Financial March 1993 - October 1994
Education
Penn State University 1987 — 1991
BS, Economics
Monmouth University 1994 — 1998
MBA, Finance, General
State of New Jersey Div. of Fire Safety and Dept. of Health
Firefighter I, Emergency Medical Technician, HazMat Operations, Incident Management Level II
Caroline Greenberg's Lord, Abbett & Co. LLC Experience July 2013 - June 2014
Job Portfolio Data Manager at BlackRock
Industry Investment Management
Experience
BlackRock September 2014 - Present
Lord, Abbett & Co. LLC July 2013 - June 2014
The Roosevelt Investment Group July 2011 - June 2013
Hamilton College Alumni Office September 2010 - May 2011
Kiawah Development Partners Inc. June 2008 - August 2010
Skills
Due Diligence, Financial Modeling, Investment Strategies..., Performance Reporting, RFP Generation, Managing Database, Adobe Design Programs, Marketing Material..., Manage Client..., Access, Morningstar, Financial Services, Separate Accounts, Institutional Relations, VRS, Sales Logix, Bloomberg Software, Axys, Business Objects Data..., Quarterly Reporting, Investment Advisory..., Microsoft Office, Zephyr Style Advisor, Morningstar Office, Email Marketing, Product Marketing, Relationship Marketing, Separately Managed..., Institutional Accounts, Unified Managed Accounts, Data Management
Education
Hamilton College 2007 — 2011
BA, Economics
The Taft School 2005 — 2007
High School Degree
Porter-Gaud School 2003 — 2005
BlackRock September 2014 - Present
Lord, Abbett & Co. LLC July 2013 - June 2014
The Roosevelt Investment Group July 2011 - June 2013
Hamilton College Alumni Office September 2010 - May 2011
Kiawah Development Partners Inc. June 2008 - August 2010
Skills
Due Diligence, Financial Modeling, Investment Strategies..., Performance Reporting, RFP Generation, Managing Database, Adobe Design Programs, Marketing Material..., Manage Client..., Access, Morningstar, Financial Services, Separate Accounts, Institutional Relations, VRS, Sales Logix, Bloomberg Software, Axys, Business Objects Data..., Quarterly Reporting, Investment Advisory..., Microsoft Office, Zephyr Style Advisor, Morningstar Office, Email Marketing, Product Marketing, Relationship Marketing, Separately Managed..., Institutional Accounts, Unified Managed Accounts, Data Management
Education
Hamilton College 2007 — 2011
BA, Economics
The Taft School 2005 — 2007
High School Degree
Porter-Gaud School 2003 — 2005
Nicolette Iorio's Lord, Abbett & Co. LLC Experience August 2015 - Present
Job Advisor Solutions Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC July 2013 - July 2015
MetLife July 2012 - August 2012
ABC Television June 2012 - August 2012
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC July 2013 - July 2015
MetLife July 2012 - August 2012
ABC Television June 2012 - August 2012
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Antonio De Sante Antonio De Sante's Lord, Abbett & Co. LLC Experience August 2001 - January 2002
Job Experienced professional in customer relations, office administration and operational trade support
Industry Nonprofit Organization Management
Experience
Riverstone Senior Life Services August 2014 - Present
New York Foundation for Senior Citizens October 2010 - April 2014
ESP Technologies, LLC July 2006 - August 2007
Globeop Financial Services January 2005 - July 2006
Welch Capital Partners, LLC January 2001 - August 2004
Lord, Abbett & Co. LLC August 2001 - January 2002
Merrill Lynch March 1992 - June 2000
Education
New York Institute of Technology-Old Westbury 1988 — 1992
Bachelor's degree, Accounting, 3.3
Riverstone Senior Life Services August 2014 - Present
New York Foundation for Senior Citizens October 2010 - April 2014
ESP Technologies, LLC July 2006 - August 2007
Globeop Financial Services January 2005 - July 2006
Welch Capital Partners, LLC January 2001 - August 2004
Lord, Abbett & Co. LLC August 2001 - January 2002
Merrill Lynch March 1992 - June 2000
Education
New York Institute of Technology-Old Westbury 1988 — 1992
Bachelor's degree, Accounting, 3.3
Kate Sweeney's Lord, Abbett & Co. LLC Experience June 1998 - October 2000
Job
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
Brian Gregorek's Lord, Abbett & Co. LLC Experience June 2001 - May 2009
Job Portfolio Advisor at BUCKINGHAM Family of Financial Services
Industry Financial Services
Experience
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Buckingham FAMILY of Financial Services July 2012 - Present
Edward Jones November 2009 - July 2012
Lord, Abbett & Co. LLC June 2001 - May 2009
Education
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Economics & Business
Bethlehem Catholic High School 1993 — 1997
Leslie Leda's Lord, Abbett & Co. LLC Experience August 2001 - Present
Job Director of Mutual Fund Paralegal Services at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2001 - Present
Skills
Asset Management, Mutual Funds, Strategic Planning
Education
Indiana University of Pennsylvania 1994 — 1998
Lord, Abbett & Co. LLC August 2001 - Present
Skills
Asset Management, Mutual Funds, Strategic Planning
Education
Indiana University of Pennsylvania 1994 — 1998
Stephen Kohut's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Product Strategy at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Tocqueville Asset Management LP April 2010 - July 2013
Tocqueville Asset Management LP August 2007 - April 2010
Education
Lehigh University 2003 — 2007
BS, Economics
Lehigh University - College of Business and Economics 2003 — 2007
Lord, Abbett & Co. LLC July 2013 - Present
Tocqueville Asset Management LP April 2010 - July 2013
Tocqueville Asset Management LP August 2007 - April 2010
Education
Lehigh University 2003 — 2007
BS, Economics
Lehigh University - College of Business and Economics 2003 — 2007
Bergela Piram's Lord, Abbett & Co. LLC Experience April 2008 - September 2010
Job Compliance Manager Marketing Communications Review at American Express
Industry Financial Services
Experience
American Express February 2013 - Present
Evolution Design LLC January 2011 - February 2013
Lord, Abbett & Co. LLC April 2008 - September 2010
Lord, Abbett & Co. LLC November 2005 - April 2008
Morgan Stanley November 2002 - November 2005
Robert A Becker December 2000 - March 2002
National Basketball Association June 1999 - August 2000
Skills
Business Development, Mutual Funds, Microsoft Office, Investments, FINRA, Risk Management, Outlook, Project Planning, Financial Analysis, 401k, Paralegals, Dedication to..., Compliance, SEC filings, Life Coaching
Education
Metropolitan College of New York - School of Business 2009 — 2010
MBA, Financial Services
New York University - Leonard N. Stern School of Business 1995 — 1999
BS, Marketing
American Express February 2013 - Present
Evolution Design LLC January 2011 - February 2013
Lord, Abbett & Co. LLC April 2008 - September 2010
Lord, Abbett & Co. LLC November 2005 - April 2008
Morgan Stanley November 2002 - November 2005
Robert A Becker December 2000 - March 2002
National Basketball Association June 1999 - August 2000
Skills
Business Development, Mutual Funds, Microsoft Office, Investments, FINRA, Risk Management, Outlook, Project Planning, Financial Analysis, 401k, Paralegals, Dedication to..., Compliance, SEC filings, Life Coaching
Education
Metropolitan College of New York - School of Business 2009 — 2010
MBA, Financial Services
New York University - Leonard N. Stern School of Business 1995 — 1999
BS, Marketing
Joe Kowal's Lord, Abbett & Co. LLC Experience October 2008 - March 2013
Job Owner Aspen Cleaning Co.
Industry Consumer Services
Experience
Aspen Cleaning Co. September 2014 - Present
State Street June 2013 - September 2014
Lord, Abbett & Co. LLC October 2008 - March 2013
JP Morgan Investment Bank July 2007 - July 2008
Deutsche Asset Management March 2001 - July 2005
Skills
Derivatives, Fixed Income, Leadership, Management
Education
Manhattan College 1990 — 1994
Aspen Cleaning Co. September 2014 - Present
State Street June 2013 - September 2014
Lord, Abbett & Co. LLC October 2008 - March 2013
JP Morgan Investment Bank July 2007 - July 2008
Deutsche Asset Management March 2001 - July 2005
Skills
Derivatives, Fixed Income, Leadership, Management
Education
Manhattan College 1990 — 1994
Sarah (Lyons) Hollingsworth's Lord, Abbett & Co. LLC Experience June 2006 - Present
Job Director, Institutional Investor Services at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2006 - Present
Education
Lafayette College
Lord, Abbett & Co. LLC June 2006 - Present
Education
Lafayette College
O'Connell, Joseph's Lord, Abbett & Co. LLC Experience February 2012 - Present
Job Director or Marketing & Business Analytics at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC February 2012 - Present
Lord Abbett October 2010 - February 2012
Lord Abbett December 2009 - October 2010
Lord Abbett February 2008 - December 2009
Lord Abbett October 2007 - December 2009
Lord Abbett October 2005 - October 2007
BMG Columbia House 2003 - 2005
Holsted Marketing 2000 - 2003
AT&T September 1997 - June 2000
Skills
Analytics, Marketing Strategy, Email Marketing, CRM, Market Research, Web Analytics, Direct Marketing, Competitive Analysis, Salesforce.com, Strategic Partnerships, Business Analysis, Leadership, Marketing, Strategy, Management
Education
Seton Hall University 2000 — 2003
MBA, Finance
Providence College 1993 — 1997
BS, Marketing
Lord, Abbett & Co. LLC February 2012 - Present
Lord Abbett October 2010 - February 2012
Lord Abbett December 2009 - October 2010
Lord Abbett February 2008 - December 2009
Lord Abbett October 2007 - December 2009
Lord Abbett October 2005 - October 2007
BMG Columbia House 2003 - 2005
Holsted Marketing 2000 - 2003
AT&T September 1997 - June 2000
Skills
Analytics, Marketing Strategy, Email Marketing, CRM, Market Research, Web Analytics, Direct Marketing, Competitive Analysis, Salesforce.com, Strategic Partnerships, Business Analysis, Leadership, Marketing, Strategy, Management
Education
Seton Hall University 2000 — 2003
MBA, Finance
Providence College 1993 — 1997
BS, Marketing
Lawrence D. Sachs's Lord, Abbett & Co. LLC Experience 2001 - 2009
Job Portfolio Manager / Senior Research Analyst
Industry Financial Services
Experience
Lord,Abbett & Co. 2009 - 2013
Lord, Abbett & Co. LLC 2001 - 2009
Red Apple Group 1986 - 2000
Skandia America Reinsurance 1985 - 1986
Advanced Technology Resources, Inc 1984 - 1985
Skills
Equities, Asset Management, Investment Management, Investments, Equity Research, Trading, Bloomberg, Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Capital Markets, Series 7, Valuation, Financial Modeling, Equity Valuation
Education
Fordham University School of Law 1994 — 1998
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
Hofstra University 1981 — 1985
Bachelor of Business Administration (BBA), Computer Science / Information Technology
Lord,Abbett & Co. 2009 - 2013
Lord, Abbett & Co. LLC 2001 - 2009
Red Apple Group 1986 - 2000
Skandia America Reinsurance 1985 - 1986
Advanced Technology Resources, Inc 1984 - 1985
Skills
Equities, Asset Management, Investment Management, Investments, Equity Research, Trading, Bloomberg, Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Capital Markets, Series 7, Valuation, Financial Modeling, Equity Valuation
Education
Fordham University School of Law 1994 — 1998
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business 1989 — 1991
Master of Business Administration (MBA), Finance
Hofstra University 1981 — 1985
Bachelor of Business Administration (BBA), Computer Science / Information Technology
Jennifer Karam's Lord, Abbett & Co. LLC Experience 2012 - Present
Job Deputy General Counsel at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2012 - Present
Deustche Bank 2005 - 2012
Morgan Stanley 2003 - 2005
Schulte Roth & Zabel LLP 2001 - 2003
Education
Georgetown University
Bachelor’s Degree, Economics
Villanova University School of Law
Juris Doctor (J.D.)
Lord, Abbett & Co. LLC 2012 - Present
Deustche Bank 2005 - 2012
Morgan Stanley 2003 - 2005
Schulte Roth & Zabel LLP 2001 - 2003
Education
Georgetown University
Bachelor’s Degree, Economics
Villanova University School of Law
Juris Doctor (J.D.)
Sandy Kapoor's Lord, Abbett & Co. LLC Experience April 1999 - March 2000
Job CTO at Mizuho Securities USA Inc
Industry Financial Services
Experience
Mizuho Securities USA Inc. 2007 - Present
Mizuho Securities USA Inc. January 2001 - April 2007
MusicLink, QHorizon, Medsite.com, Reed Global Advisors April 2000 - December 2000
Lord, Abbett & Co. LLC April 1999 - March 2000
Nomura Securities April 1998 - April 1999
Caspian Securities February 1996 - March 1998
JPMorgan Chase January 1991 - February 1996
ING Nederland December 1989 - December 1990
Skills
Cloud Computing, Data Center, Disaster Recovery, Integration, IT Management, IT Service Management, Virtualization, Security, Storage, Financial Services
Education
New York University 1982 — 1985
Bachelors, Computer Science & Management
Scrum Alliance -- Agile Development using Scrum
SANS -- Hacking Techniques, Exploits and Incident Handling
Executive Education -- MIT, Driving Strategic Innovation
Executive Education -- MIT, Developing an Internet Strategy.
Mizuho Securities USA Inc. 2007 - Present
Mizuho Securities USA Inc. January 2001 - April 2007
MusicLink, QHorizon, Medsite.com, Reed Global Advisors April 2000 - December 2000
Lord, Abbett & Co. LLC April 1999 - March 2000
Nomura Securities April 1998 - April 1999
Caspian Securities February 1996 - March 1998
JPMorgan Chase January 1991 - February 1996
ING Nederland December 1989 - December 1990
Skills
Cloud Computing, Data Center, Disaster Recovery, Integration, IT Management, IT Service Management, Virtualization, Security, Storage, Financial Services
Education
New York University 1982 — 1985
Bachelors, Computer Science & Management
Scrum Alliance -- Agile Development using Scrum
SANS -- Hacking Techniques, Exploits and Incident Handling
Executive Education -- MIT, Driving Strategic Innovation
Executive Education -- MIT, Developing an Internet Strategy.
Michael Brooks, CIMA, CIS's Lord, Abbett & Co. LLC Experience January 1990 - December 2014
Job Senior Sales Executive
Industry Investment Management
Experience
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Greg Schneider's Lord, Abbett & Co. LLC Experience June 2000 - Present
Job Director of Institutional Investor Services at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2000 - Present
Education
Lafayette College
Lord, Abbett & Co. LLC June 2000 - Present
Education
Lafayette College
Evan Tibbetts's Lord, Abbett & Co. LLC Experience October 2013 - Present
Job Associate Trader, Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
JP Morgan January 2011 - October 2013
Promontory Financial Group, LLC December 2010 - January 2011
Promontory Financial Group, LLC July 2009 - December 2010
Skills
Financial Modeling, Valuation, Investment Banking
Education
Haverford College 2005 — 2009
BA, Economics
Lord, Abbett & Co. LLC October 2013 - Present
JP Morgan January 2011 - October 2013
Promontory Financial Group, LLC December 2010 - January 2011
Promontory Financial Group, LLC July 2009 - December 2010
Skills
Financial Modeling, Valuation, Investment Banking
Education
Haverford College 2005 — 2009
BA, Economics
Eran Grumberg, CFA's Lord, Abbett & Co. LLC Experience February 2013 - Present
Job Credit Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC February 2013 - Present
RBS Global Banking & Markets 2011 - 2011
Wells Fargo/Wells Capital/Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2006
Gartner (formerly META Group) 1997 - 2001
Skills
Leveraged Finance, High Yield, Investments, Bonds, Debt, CDS, Fixed Income, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Modeling, Credit, Structured Products, Credit Analysis, Loans, Bloomberg, Equity Derivatives, Valuation, Investment Banking, Credit Derivatives, Trading, Securities, Hedge Funds, Equity Research, Financial Markets, Private Equity, Alternative Investments, Credit Risk, Options, Financial Structuring, Financial Risk, Derivatives, LBO, Mutual Funds, Financial Analysis, Corporate Finance
Education
George Mason University 1989 — 1991
M Sc., Computer Science, Systems Engineering
Towson University 1980 — 1985
BS, Computer Science, Mathematics
Lord, Abbett & Co. LLC February 2013 - Present
RBS Global Banking & Markets 2011 - 2011
Wells Fargo/Wells Capital/Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2006
Gartner (formerly META Group) 1997 - 2001
Skills
Leveraged Finance, High Yield, Investments, Bonds, Debt, CDS, Fixed Income, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Modeling, Credit, Structured Products, Credit Analysis, Loans, Bloomberg, Equity Derivatives, Valuation, Investment Banking, Credit Derivatives, Trading, Securities, Hedge Funds, Equity Research, Financial Markets, Private Equity, Alternative Investments, Credit Risk, Options, Financial Structuring, Financial Risk, Derivatives, LBO, Mutual Funds, Financial Analysis, Corporate Finance
Education
George Mason University 1989 — 1991
M Sc., Computer Science, Systems Engineering
Towson University 1980 — 1985
BS, Computer Science, Mathematics
Levi Miskolczi, CIMA's Lord, Abbett & Co. LLC Experience April 2003 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2003 - Present
Education
Rider University
Lord, Abbett & Co. LLC April 2003 - Present
Education
Rider University
Yoginder Kak's Lord, Abbett & Co. LLC Experience September 2015 - Present
Job Research Analyst, Global Equity at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
Lord, Abbett & Co. LLC September 2015 - Present
Invesco Ltd. January 2011 - June 2015
Goldin Associates October 2009 - January 2011
Praesidium Investment Management January 2009 - July 2010
AllianceBernstein 1998 - 2008
Hughes Network Systems 1996 - 1998
Siemens Ltd. 1988 - 1994
Skills
Energy, Valuation, Equity Research, Financial Modeling, Equities, Investments, Asset Managment, Portfolio Management, Investment Management, Capital Markets, Asset Management, Corporate Finance, Finance, Restructuring, Financial Services, Bloomberg, Hedge Funds
Education
Tulane University 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
Indian Institute of Technology (Banaras Hindu University), Varanasi 1984 — 1988
B.Tech, Electrical Engineering
Jun Qian's Lord, Abbett & Co. LLC Experience March 2015 - Present
Job Fixed Income Data Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Markit March 2010 - March 2015
Markit July 2008 - August 2008
Standard Chartered Bank April 2006 - July 2007
Skills
VBA, Fixed Income, Portfolio Management, SQL, Financial Markets, SAS, Structured Finance, R
Education
New York University 2007 — 2009
MA, Economics
Shanghai University of International Business and Economics
BS, Finance
Suzhou High School
Lord, Abbett & Co. LLC March 2015 - Present
Markit March 2010 - March 2015
Markit July 2008 - August 2008
Standard Chartered Bank April 2006 - July 2007
Skills
VBA, Fixed Income, Portfolio Management, SQL, Financial Markets, SAS, Structured Finance, R
Education
New York University 2007 — 2009
MA, Economics
Shanghai University of International Business and Economics
BS, Finance
Suzhou High School
Lawrence H. Kaplan's Lord, Abbett & Co. LLC Experience September 1997 - Present
Job Partner, General Counsel at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Investment Company Institute October 2013 - Present
ICI Mutual Insurance Company June 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Skills
Asset Managment, Hedge Funds, Mutual Funds, Derivatives, Due Diligence, Fixed Income, Risk Management, Business Strategy, Public Speaking, Strategic Planning, Equities, Securities, Series 7, Investments, Corporate Law, Strategy
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (JD)
Franklin & Marshall College 1975 — 1979
AB, American Studies
Investment Company Institute October 2013 - Present
ICI Mutual Insurance Company June 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Skills
Asset Managment, Hedge Funds, Mutual Funds, Derivatives, Due Diligence, Fixed Income, Risk Management, Business Strategy, Public Speaking, Strategic Planning, Equities, Securities, Series 7, Investments, Corporate Law, Strategy
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (JD)
Franklin & Marshall College 1975 — 1979
AB, American Studies
Lawrence H. Kaplan's Lord, Abbett & Co. LLC Experience September 1997 - Present
Job Partner, General Counsel, Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Investment Company Institute 2013 - Present
ICI Mutual Insurance Company 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management, Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (J.D.)
Investment Company Institute 2013 - Present
ICI Mutual Insurance Company 2006 - Present
Lord, Abbett & Co. LLC September 1997 - Present
Salomon Brothers Asset Management, Inc. May 1995 - September 1997
Kidder Peabody Asset Management, Inc. November 1990 - May 1995
Education
Fordham University School of Law 1979 — 1982
Doctor of Law (J.D.)
Britton Busby's Lord, Abbett & Co. LLC Experience June 2000 - Present
Job Regional Manager at Lord, Abbett & Co., LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2000 - Present
Education
Franklin & Marshall College
Lord, Abbett & Co. LLC June 2000 - Present
Education
Franklin & Marshall College
Benjamin Marcelliano's Lord, Abbett & Co. LLC Experience January 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC.
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2008 - Present
Education
Marist College
Lord, Abbett & Co. LLC January 2008 - Present
Education
Marist College
Hudson Walker's Lord, Abbett & Co. LLC Experience July 2012 - July 2014
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2014 - Present
Lord, Abbett & Co. LLC July 2012 - July 2014
RS Investments August 2009 - August 2012
The Hartford March 2006 - July 2009
The Hartford April 2005 - February 2006
Skills
Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Separately Managed..., Portfolio Management, Securities, Investment Advisory, Equities, Series 6, Series 7, Series 63, Series 65
Education
James Madison University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
MFS Investment Management July 2014 - Present
Lord, Abbett & Co. LLC July 2012 - July 2014
RS Investments August 2009 - August 2012
The Hartford March 2006 - July 2009
The Hartford April 2005 - February 2006
Skills
Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Separately Managed..., Portfolio Management, Securities, Investment Advisory, Equities, Series 6, Series 7, Series 63, Series 65
Education
James Madison University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Ridhwan Dorsey's Lord, Abbett & Co. LLC Experience 1992 - 1995
Job IT Support Analyst at Ross Stores, Inc.
Industry Computer Hardware
Experience
Ross Stores, Inc. June 2015 - Present
JetBlue Airways March 2012 - June 2015
Partsearch Technologies December 2005 - November 2010
Patient Care Inc June 2001 - November 2005
TN Media Inc September 1998 - June 2001
True North Media 1998 - 2000
Lord, Abbett & Co. LLC 1992 - 1995
Lord, Abbett & Co. LLC 1992 - 1995
Skills
Hardware, Laptops, Help Desk Support, Software Installation, Windows XP, Technical Support, Active Directory, Servers, VPN, DHCP
Education
Kaplan University
B.S, Networking Technology
Ross Stores, Inc. June 2015 - Present
JetBlue Airways March 2012 - June 2015
Partsearch Technologies December 2005 - November 2010
Patient Care Inc June 2001 - November 2005
TN Media Inc September 1998 - June 2001
True North Media 1998 - 2000
Lord, Abbett & Co. LLC 1992 - 1995
Lord, Abbett & Co. LLC 1992 - 1995
Skills
Hardware, Laptops, Help Desk Support, Software Installation, Windows XP, Technical Support, Active Directory, Servers, VPN, DHCP
Education
Kaplan University
B.S, Networking Technology
Rebecca Hodel's Lord, Abbett & Co. LLC Experience September 2014 - Present
Job Associate, Product Strategy at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC June 2014 - August 2014
Rebecca Hodel January 2014 - June 2014
Jefferies LLC April 2013 - December 2013
Guizhou Commercial College June 2009 - January 2011
Peace Corps August 2007 - May 2009
Illinois State University August 2006 - July 2007
Caterpillar Inc. January 2006 - May 2006
Skills
International..., English, Research, International Relations, Teaching, French, Nonprofits, Data Analysis, Microsoft Office, Painting, Higher Education, Event Planning, Social Media, Program Evaluation, Community Outreach
Education
Illinois State University
MS, Economics
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC June 2014 - August 2014
Rebecca Hodel January 2014 - June 2014
Jefferies LLC April 2013 - December 2013
Guizhou Commercial College June 2009 - January 2011
Peace Corps August 2007 - May 2009
Illinois State University August 2006 - July 2007
Caterpillar Inc. January 2006 - May 2006
Skills
International..., English, Research, International Relations, Teaching, French, Nonprofits, Data Analysis, Microsoft Office, Painting, Higher Education, Event Planning, Social Media, Program Evaluation, Community Outreach
Education
Illinois State University
MS, Economics
Bruce Gover, Jr.'s Lord, Abbett & Co. LLC Experience June 2002 - Present
Job Director of Training & Talent Development at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2002 - Present
Lord Abbett & Co. LLC October 2010 - October 2014
Lord Abbett February 2006 - November 2010
Lord Abbett October 2004 - February 2006
Lord Abbett June 2002 - October 2004
Skills
Series 7, Mutual Funds, Management, Asset Management, Financial Services
Education
Muhlenberg College 1998 — 2002
Bachelor of Arts in Business Administration, Business
Wyoming Seminary 1994 — 1998
Lord, Abbett & Co. LLC June 2002 - Present
Lord Abbett & Co. LLC October 2010 - October 2014
Lord Abbett February 2006 - November 2010
Lord Abbett October 2004 - February 2006
Lord Abbett June 2002 - October 2004
Skills
Series 7, Mutual Funds, Management, Asset Management, Financial Services
Education
Muhlenberg College 1998 — 2002
Bachelor of Arts in Business Administration, Business
Wyoming Seminary 1994 — 1998
Amitabh Tiwari's Lord, Abbett & Co. LLC Experience February 2013 - August 2013
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Lord, Abbett & Co. LLC February 2013 - August 2013
Citi May 2012 - February 2013
Deutsche Bank May 2001 - March 2012
Merck 1996 - 1998
Skills
Trading Systems, Fixed Income, ETL, Oracle, Investment Banking, Derivatives, Market Data, Equities, Capital Markets, IT Strategy, Electronic Trading, Bloomberg, Equity Derivatives, Trading, Credit Derivatives, IT Service Management, Data Management, Market Microstructure, Architecture, Low Latency, Data Warehousing, Technology Roadmapping, KDB+, Microsoft SQL Server, Informatica, Time Series Analysis, Data Federation, SDLC, Business Analysis, Data Modeling
Education
MITS
Master of Science (MS), Computer Applications
Kendriya Vidyalaya
Morgan Stanley August 2013 - Present
Lord, Abbett & Co. LLC February 2013 - August 2013
Citi May 2012 - February 2013
Deutsche Bank May 2001 - March 2012
Merck 1996 - 1998
Skills
Trading Systems, Fixed Income, ETL, Oracle, Investment Banking, Derivatives, Market Data, Equities, Capital Markets, IT Strategy, Electronic Trading, Bloomberg, Equity Derivatives, Trading, Credit Derivatives, IT Service Management, Data Management, Market Microstructure, Architecture, Low Latency, Data Warehousing, Technology Roadmapping, KDB+, Microsoft SQL Server, Informatica, Time Series Analysis, Data Federation, SDLC, Business Analysis, Data Modeling
Education
MITS
Master of Science (MS), Computer Applications
Kendriya Vidyalaya
Ethan Fleming's Lord, Abbett & Co. LLC Experience November 2012 - April 2013
Job Securities Operations at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Marialena Izzo's Lord, Abbett & Co. LLC Experience January 2014 - Present
Job Investor Service/Client Service Representative
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
Lord, Abbett & Co. LLC January 2014 - Present
Morgan Stanley April 2013 - October 2013
International Fund Services (NA) LLC, A State Street Company March 2012 - April 2013
Arthur Avenue Pharmacy March 2004 - March 2012
UBS October 2009 - April 2010
Skills
Proficient in Microsoft..., Portfolio Management, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Access, Microsoft Office, Account Reconciliation, Accounting, Data Analysis, Asset Management
Education
Iona College 2006 — 2011
MBA, Finance, Marketing, International Business
H David Selbst, CIMA's Lord, Abbett & Co. LLC Experience June 1997 - Present
Job Partner, Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 1997 - Present
Education
Ithaca College
Lord, Abbett & Co. LLC June 1997 - Present
Education
Ithaca College
Barkley Galloway's Lord, Abbett & Co. LLC Experience January 2007 - Present
Job Sales Administration at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2007 - Present
Education
Mississippi State University
Lord, Abbett & Co. LLC January 2007 - Present
Education
Mississippi State University
dave dararaksmey's Lord, Abbett & Co. LLC Experience August 2013 - Present
Job Senior Business Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2013 - Present
Tough Mudder LLC November 2012 - August 2013
Fidelity Investments 2010 - 2012
Eastman Kodak March 2008 - March 2010
Skills
Oracle R12 Financials, PL/SQL, ASP.NET, SharePoint, VBA, .NET, Microsoft Excel, Access, Visio, MS Project, Oracle SQL Developer, Oracle ERP..., HP Quality Center 10, Noetix, Linux, Toad Data Modeler, Minitab, Oracle E-Business Suite, Unix, Microsoft Office, Shell Scripting, HTML, Oracle Financial, Quality Assurance
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (BS), Management Information Systems, General
Lord, Abbett & Co. LLC August 2013 - Present
Tough Mudder LLC November 2012 - August 2013
Fidelity Investments 2010 - 2012
Eastman Kodak March 2008 - March 2010
Skills
Oracle R12 Financials, PL/SQL, ASP.NET, SharePoint, VBA, .NET, Microsoft Excel, Access, Visio, MS Project, Oracle SQL Developer, Oracle ERP..., HP Quality Center 10, Noetix, Linux, Toad Data Modeler, Minitab, Oracle E-Business Suite, Unix, Microsoft Office, Shell Scripting, HTML, Oracle Financial, Quality Assurance
Education
Rochester Institute of Technology 2007 — 2010
Bachelor of Science (BS), Management Information Systems, General
Chase Nadell's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2012 - Present
Education
Muhlenberg College
Lord, Abbett & Co. LLC July 2012 - Present
Education
Muhlenberg College
Vincent Molinari's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Education
Gettysburg College
Lord, Abbett & Co. LLC July 2013 - Present
Education
Gettysburg College
Jordan Lynch's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Education
Lafayette College
Lord, Abbett & Co. LLC July 2013 - Present
Education
Lafayette College
Jason Port's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Education
Franklin & Marshall College
Lord, Abbett & Co. LLC July 2013 - Present
Education
Franklin & Marshall College
Korianno McNeal's Lord, Abbett & Co. LLC Experience August 2007 - November 2008
Job Technical Instructor/ Course Developer at CSC
Industry Information Technology and Services
Experience
CSC December 2012 - Present
US Army 2003 - 2015
US Army 2003 - 2015
US Army 2003 - 2015
US Army 2003 - 2015
Lord, Abbett & Co. LLC August 2007 - November 2008
Skills
Technical Writing, Public Speaking, Program Management, Training, Data Analysis, Project Management, Instructional Design, Software Documentation, SharePoint, Visio, Instructor-led Training, Emergency Medicine
Education
Burlington County College 2012 — 2013
Associate of Arts (AA), Psychology
University of Maryland University College 2008 — 2009
CSC December 2012 - Present
US Army 2003 - 2015
US Army 2003 - 2015
US Army 2003 - 2015
US Army 2003 - 2015
Lord, Abbett & Co. LLC August 2007 - November 2008
Skills
Technical Writing, Public Speaking, Program Management, Training, Data Analysis, Project Management, Instructional Design, Software Documentation, SharePoint, Visio, Instructor-led Training, Emergency Medicine
Education
Burlington County College 2012 — 2013
Associate of Arts (AA), Psychology
University of Maryland University College 2008 — 2009
James Cockerill's Lord, Abbett & Co. LLC Experience September 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC September 2013 - Present
Education
Gettysburg College
Lord, Abbett & Co. LLC September 2013 - Present
Education
Gettysburg College
Caroline Greenberg's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Associate, Relationship Marketing Services at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Education
Hamilton College
Lord, Abbett & Co. LLC July 2013 - Present
Education
Hamilton College
Meir Kadosh's Lord, Abbett & Co. LLC Experience August 2005 - Present
Job
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2005 - Present
AT&T Bell Laboratories May 1984 - July 2005
Education
Temple University 1980 — 1984
Electrical and Electronics Engineering
Rutgers University-New Brunswick
Master's degree, Electrical and Electronics Engineering
Lord, Abbett & Co. LLC August 2005 - Present
AT&T Bell Laboratories May 1984 - July 2005
Education
Temple University 1980 — 1984
Electrical and Electronics Engineering
Rutgers University-New Brunswick
Master's degree, Electrical and Electronics Engineering
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