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
Vincent Scialli Vincent Scialli's Lord, Abbett & Co. LLC Experience May 2001 - February 2005
Job President & Founder at Delfino Equity Research Associates, LLC
Industry Investment Management
Experience
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
James Vamosy James Vamosy's Lord, Abbett & Co. LLC Experience June 2011 - Present
Job Experienced senior desktop support person with executive support capabilities.
Industry Information Technology and Services
Experience
Lord, Abbett & Co. LLC June 2011 - Present
JPMorgan Chase November 2005 - March 2011
Pfizer July 2000 - November 2005
Reveo February 2000 - July 2000
Vanstar July 1998 - February 2000
IBM October 1995 - June 1998
Century Communications Corporation October 1994 - October 1995
Skills
Vendor Management, Servers, Windows Server, XP, Active Directory, DNS, Troubleshooting, DHCP, System Deployment, Customer Service, Customer Satisfaction, VPN, Technical Support, Networking, Hardware, Windows XP, Software Installation, Citrix, VMware ESX, Help Desk Support
Education
State University of New York Empire State College
in progress, Business Management
Lord, Abbett & Co. LLC June 2011 - Present
JPMorgan Chase November 2005 - March 2011
Pfizer July 2000 - November 2005
Reveo February 2000 - July 2000
Vanstar July 1998 - February 2000
IBM October 1995 - June 1998
Century Communications Corporation October 1994 - October 1995
Skills
Vendor Management, Servers, Windows Server, XP, Active Directory, DNS, Troubleshooting, DHCP, System Deployment, Customer Service, Customer Satisfaction, VPN, Technical Support, Networking, Hardware, Windows XP, Software Installation, Citrix, VMware ESX, Help Desk Support
Education
State University of New York Empire State College
in progress, Business Management
Ricky Ruiz Ricky Ruiz's Lord, Abbett & Co. LLC Experience April 2011 - August 2014
Job Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Legg Mason October 2014 - Present
Lord, Abbett & Co. LLC April 2011 - August 2014
Farmers Insurance October 2010 - March 2011
Edward Jones February 2007 - February 2009
Skills
Bilingual-English/Spanis..., Series 7, Series 65, Series 66, Variable Life, Personal Financial..., Mutual Funds, Fixed Income, Variable Annuities, Asset Management, Equities, Municipal Bonds, Financial Services, Retirement Planning, Investment Management
Education
The Ohio State University
Bennett Aymond Bennett Aymond's Lord, Abbett & Co. LLC Experience July 2014 - May 2015
Job Catastrophe Risk Analyst at Aon Benfield
Industry Insurance
Experience
Aon Benfield June 2015 - Present
Lord, Abbett & Co. LLC July 2014 - May 2015
Performance Trust Asset Management, LLC (PTAM) June 2013 - August 2013
RBC Capital Markets June 2011 - August 2011
Skills
Microsoft Office, Fixed Income, Microsoft Excel, Municipal Bonds, Bonds, PowerPoint, Credit, Analysis, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Finance
University of New South Wales 2012 — 2012
Finance
Aon Benfield June 2015 - Present
Lord, Abbett & Co. LLC July 2014 - May 2015
Performance Trust Asset Management, LLC (PTAM) June 2013 - August 2013
RBC Capital Markets June 2011 - August 2011
Skills
Microsoft Office, Fixed Income, Microsoft Excel, Municipal Bonds, Bonds, PowerPoint, Credit, Analysis, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Finance
University of New South Wales 2012 — 2012
Finance
J. Wesley Donnelly, CFA J. Wesley Donnelly, CFA's Lord, Abbett & Co. LLC Experience December 2010 - July 2014
Job Senior Product Manager at Dreyfus
Industry Investment Management
Experience
Dreyfus July 2014 - Present
Lord, Abbett & Co. LLC December 2010 - July 2014
Bennett Lawrence Management, LLC June 2006 - November 2010
Skills
Series 7, Series 66, Series 24
Education
The College of New Jersey 2000 — 2004
Bachelor of Science (BS), Finance
Dreyfus July 2014 - Present
Lord, Abbett & Co. LLC December 2010 - July 2014
Bennett Lawrence Management, LLC June 2006 - November 2010
Skills
Series 7, Series 66, Series 24
Education
The College of New Jersey 2000 — 2004
Bachelor of Science (BS), Finance
Jim Shields, CIMA® Jim Shields, CIMA®'s Lord, Abbett & Co. LLC Experience February 1996 - October 2013
Job Vice President & Regional Sales Director at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers November 2013 - Present
Lord, Abbett & Co. LLC February 1996 - October 2013
Education
University of Dayton
Cohen & Steers November 2013 - Present
Lord, Abbett & Co. LLC February 1996 - October 2013
Education
University of Dayton
Kimberly Belsole Kimberly Belsole's Lord, Abbett & Co. LLC Experience September 2014 - October 2014
Job Vice President, Client Services & Administration at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC April 2014 - September 2014
Lord, Abbett & Co. LLC April 2013 - April 2014
Lord, Abbett & Co. LLC August 2010 - April 2013
Lord, Abbett & Co. LLC October 2008 - August 2010
Lord, Abbett & Co. LLC September 2005 - October 2008
Education
University of Florida
Bachelor of Business Administration (BBA), Economics
OppenheimerFunds October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC April 2014 - September 2014
Lord, Abbett & Co. LLC April 2013 - April 2014
Lord, Abbett & Co. LLC August 2010 - April 2013
Lord, Abbett & Co. LLC October 2008 - August 2010
Lord, Abbett & Co. LLC September 2005 - October 2008
Education
University of Florida
Bachelor of Business Administration (BBA), Economics
Jeffrey Wiggins Jeffrey Wiggins's Lord, Abbett & Co. LLC Experience 2013 - Present
Job Senior Associate, Digital Design & Development at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2013 - Present
Lord, Abbett & Co. LLC May 2007 - 2013
Barnes & Noble College Booksellers March 2005 - May 2007
DiversityInc May 2003 - March 2005
Skills
Marketing, Email Marketing, Digital Marketing, Digital Strategy, SEO, Business Analysis, Dreamweaver, Photoshop, HTML, Content Management, CSS, Web Design, Process Improvement, CMS, Website Development, InDesign, JavaScript, User Experience, Web Development
Education
New Jersey Institute of Technology 2011 — 2012
Graduate Certificate, Business and Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
BA, Information Technology and Informatics
Lord, Abbett & Co. LLC 2013 - Present
Lord, Abbett & Co. LLC May 2007 - 2013
Barnes & Noble College Booksellers March 2005 - May 2007
DiversityInc May 2003 - March 2005
Skills
Marketing, Email Marketing, Digital Marketing, Digital Strategy, SEO, Business Analysis, Dreamweaver, Photoshop, HTML, Content Management, CSS, Web Design, Process Improvement, CMS, Website Development, InDesign, JavaScript, User Experience, Web Development
Education
New Jersey Institute of Technology 2011 — 2012
Graduate Certificate, Business and Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
BA, Information Technology and Informatics
Nathan Grimm Nathan Grimm's Lord, Abbett & Co. LLC Experience January 2015 - March 2015
Job Lord Abbett & Co
Industry Broadcast Media
Experience
SoundCloud March 2015 - Present
Lord, Abbett & Co. LLC January 2015 - March 2015
Council for School Supervisors and Administrators June 2014 - January 2015
Holmes, Rich, and Sigler LLC May 2013 - May 2014
Cardiac Anesthesia Group June 2011 - March 2012
Skills
Photoshop, InDesign, Photography, Social Media, Digital Photography, Dreamweaver, Microsoft Office, PowerPoint, Spanish, Op-eds, On-air Reporting, Microsoft Excel, Public Speaking, Customer Service, Final Cut Pro
Education
Union University 2011 — 2014
BA, Digital Communication and Media/Multimedia
SoundCloud March 2015 - Present
Lord, Abbett & Co. LLC January 2015 - March 2015
Council for School Supervisors and Administrators June 2014 - January 2015
Holmes, Rich, and Sigler LLC May 2013 - May 2014
Cardiac Anesthesia Group June 2011 - March 2012
Skills
Photoshop, InDesign, Photography, Social Media, Digital Photography, Dreamweaver, Microsoft Office, PowerPoint, Spanish, Op-eds, On-air Reporting, Microsoft Excel, Public Speaking, Customer Service, Final Cut Pro
Education
Union University 2011 — 2014
BA, Digital Communication and Media/Multimedia
Christopher Kerwin's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2012 - Present
Education
University of Maryland College Park
Lord, Abbett & Co. LLC July 2012 - Present
Education
University of Maryland College Park
Therese Cavanaugh Therese Cavanaugh's Lord, Abbett & Co. LLC Experience September 2010 - Present
Job Director, Institutional Client Services at Lord, Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2010 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
Lord, Abbett & Co. LLC September 2010 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
BS
Margaret Esposito Margaret Esposito's Lord, Abbett & Co. LLC Experience March 2013 - Present
Job Sales Administration at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2013 - Present
Education
St. Lawrence University
Bachelor's degree
Lord, Abbett & Co. LLC March 2013 - Present
Education
St. Lawrence University
Bachelor's degree
Christopher Greene, MBA Christopher Greene, MBA's Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Regional Consultant at Lord, Abbett & Co.LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Lord, Abbett & Co. LLC July 2015 - Present
United Realty Advisors, LP June 2014 - June 2015
Merrill Lynch March 2012 - August 2013
Various Temporary and Consulting positions June 2010 - February 2012
BNY Mellon December 2007 - April 2010
Sea Link, Ltd. May 2005 - November 2007
JP Morgan Chase August 2003 - December 2004
JP Morgan Chase November 1998 - August 2003
JP Morgan Chase June 1996 - November 1998
JP Morgan Chase July 1993 - June 1996
Skills
Investments, Corporate Finance, Banking, Relationship Management, Wealth Management, Securities, Investment Management, Series 7, Bonds, Loans, Sales, Sales Prospecting, Mutual Funds, Customer Relations, Contract Negotiation, Administration, Escrow, Corporate Trust, Debt, Investment Advisory, New Client Prospecting, Series 66, Financial Services, Finance, Business Relationship..., Long-term Customer..., Manage Client..., Global Client Management, Consulting, Contractual Agreements, Investment Strategies, Salesforce.com, Alternative Investments, Client Relations Skills, Direct Client..., Client Driven, Client Retention..., Key Account Management, Account Management, New Business Development, Microsoft Office, CRM, REIT
Education
Seton Hall University 1994 — 1999
MBA, Finance
Seton Hall University 1989 — 1993
BS, Marketing
Lyme-Old Lyme HS
Karsten Holbein Karsten Holbein's Lord, Abbett & Co. LLC Experience May 2010 - October 2014
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock October 2014 - Present
Lord, Abbett & Co. LLC May 2010 - October 2014
Skills
Mutual Funds, Series 7, Asset Management, Fixed Income, Wealth Management, Investment Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's degree, Economics and German
BlackRock October 2014 - Present
Lord, Abbett & Co. LLC May 2010 - October 2014
Skills
Mutual Funds, Series 7, Asset Management, Fixed Income, Wealth Management, Investment Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's degree, Economics and German
Dylan Stout Dylan Stout's Lord, Abbett & Co. LLC Experience May 2013 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2013 - Present
NewQuest Properties June 2011 - December 2012
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Lord, Abbett & Co. LLC May 2013 - Present
NewQuest Properties June 2011 - December 2012
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Joe Tartaglia Joe Tartaglia's Lord, Abbett & Co. LLC Experience November 2014 - Present
Job Senior Designer, Brand Management at Lord, Abbett & Co. LLC
Industry Marketing and Advertising
Experience
Lord, Abbett & Co. LLC November 2014 - Present
Tartaglia Creative 1997 - Present
Creative Art Direction and Design May 2012 - August 2015
The BOSS Group 2012 - July 2013
The Agency Inside Harte-Hanks 2008 - 2012
Merrill Lynch 2003 - 2007
Brandesign 2002 - 2003
Zullo Advertising and Design 2000 - 2002
Creative Marketing Alliance 1997 - 2000
Firehouse Marketing Communications 1995 - 1997
Skills
Creative Direction, Brand Developement, POP design, Retail Packaging, Corporate Identity, Logo Design, Multi-channel Marketing, Art Direction, Social Media Marketing, Publication Development, Exhibit Design, Brand Development, Adobe Creative Suite, InDesign, Concept Development, Packaging, Brochures, Creative Strategy, Advertising, Direct Mail, Graphic Design, Branding & Identity, QuarkXPress, Direct Marketing, Marketing Communications, Interaction Design, Brand Management, Collateral, Corporate Branding, Photography, Marketing, Website Development
Education
The College of New Jersey 1989 — 1993
BFA, Advertising/Graphic Design
Red Bank Regional High School 1985 — 1989
Lord, Abbett & Co. LLC November 2014 - Present
Tartaglia Creative 1997 - Present
Creative Art Direction and Design May 2012 - August 2015
The BOSS Group 2012 - July 2013
The Agency Inside Harte-Hanks 2008 - 2012
Merrill Lynch 2003 - 2007
Brandesign 2002 - 2003
Zullo Advertising and Design 2000 - 2002
Creative Marketing Alliance 1997 - 2000
Firehouse Marketing Communications 1995 - 1997
Skills
Creative Direction, Brand Developement, POP design, Retail Packaging, Corporate Identity, Logo Design, Multi-channel Marketing, Art Direction, Social Media Marketing, Publication Development, Exhibit Design, Brand Development, Adobe Creative Suite, InDesign, Concept Development, Packaging, Brochures, Creative Strategy, Advertising, Direct Mail, Graphic Design, Branding & Identity, QuarkXPress, Direct Marketing, Marketing Communications, Interaction Design, Brand Management, Collateral, Corporate Branding, Photography, Marketing, Website Development
Education
The College of New Jersey 1989 — 1993
BFA, Advertising/Graphic Design
Red Bank Regional High School 1985 — 1989
Francois Courthial Francois Courthial's Lord, Abbett & Co. LLC Experience June 2013 - Present
Job Fixed income trade support at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2013 - Present
Credit Agricole CIB March 2009 - November 2012
Societe Generale August 2008 - March 2009
BNP Paribas March 2005 - June 2008
Skills
Murex, Calypso, Bloomberg, Derivatives, Fixed Income, Equities, French, Omgeo Oasys, Creation online, Euroclear
Education
University Paris XI 2004 — 2005
Master's degree, Business Administration, Management and Operations
University Rennes 1 1999 — 2004
Bachelor's degree, Economics
Lord, Abbett & Co. LLC June 2013 - Present
Credit Agricole CIB March 2009 - November 2012
Societe Generale August 2008 - March 2009
BNP Paribas March 2005 - June 2008
Skills
Murex, Calypso, Bloomberg, Derivatives, Fixed Income, Equities, French, Omgeo Oasys, Creation online, Euroclear
Education
University Paris XI 2004 — 2005
Master's degree, Business Administration, Management and Operations
University Rennes 1 1999 — 2004
Bachelor's degree, Economics
Jeff Wright, CFP® Jeff Wright, CFP®'s Lord, Abbett & Co. LLC Experience June 2006 - November 2008
Job Financial Planning Specialist
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - October 2013
Russell Investments July 2010 - February 2012
Russell Investments December 2008 - June 2010
Lord, Abbett & Co. LLC June 2006 - November 2008
State Farm Insurance May 2005 - August 2005
Skills
Mutual Funds, Asset, Strategic Financial..., Series 7, Series 66, Certified Financial..., Financial Planning, Investments, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Financial Advisory, Wealth Management, Investment Strategies, Relationship Management, Financial Planners, Sales
Education
Texas Tech University 2002 — 2006
Bachelor of Science, Personal Financial Planning
Texas Tech University 2002 — 2006
Honors College, With Honors
Churchill High School
New York Life Insurance Company April 2013 - October 2013
Russell Investments July 2010 - February 2012
Russell Investments December 2008 - June 2010
Lord, Abbett & Co. LLC June 2006 - November 2008
State Farm Insurance May 2005 - August 2005
Skills
Mutual Funds, Asset, Strategic Financial..., Series 7, Series 66, Certified Financial..., Financial Planning, Investments, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Financial Advisory, Wealth Management, Investment Strategies, Relationship Management, Financial Planners, Sales
Education
Texas Tech University 2002 — 2006
Bachelor of Science, Personal Financial Planning
Texas Tech University 2002 — 2006
Honors College, With Honors
Churchill High School
Connor Fitzgerald Connor Fitzgerald's Lord, Abbett & Co. LLC Experience July 2013 - February 2015
Job Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
University of Delaware September 2012 - May 2013
Garnet Capital Advisors June 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
All-American Landscaping June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Investments, Sales, Financial Analysis, Valuation, PowerPoint, Credit Analysis, Portfolio Management, Microsoft Word, Credit, Loans, Social Media, Corporate Finance, Customer Service, Economics, Account Management, Selling, Bloomberg, Bloomberg Terminal, Facebook, Leadership
Education
University of Delaware 2012 — 2013
Master's degree, Finance, General, 3.5
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, General
J.P. Morgan March 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
University of Delaware September 2012 - May 2013
Garnet Capital Advisors June 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
All-American Landscaping June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Investments, Sales, Financial Analysis, Valuation, PowerPoint, Credit Analysis, Portfolio Management, Microsoft Word, Credit, Loans, Social Media, Corporate Finance, Customer Service, Economics, Account Management, Selling, Bloomberg, Bloomberg Terminal, Facebook, Leadership
Education
University of Delaware 2012 — 2013
Master's degree, Finance, General, 3.5
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Kevin L. Zimmer's Lord, Abbett & Co. LLC Experience July 2013 - October 2013
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Incorporated December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2013
AdNet/AccountNet Inc. January 2013 - May 2013
Laurel Creek Country Club June 2008 - August 2012
Primepoint May 2011 - August 2011
Skills
Marketing, Business Development, CRM, Cold Calling, Sales, Customer Service, Customer Engagement, Research, Communication, Investments, Manage Client..., Social Media Marketing, Management, Microsoft Office, Public Speaking
Education
University of Maryland College Park
Bachelor of Science (BS), Business Management and Applied Economics, 3.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated December 2014 - Present
Lord, Abbett & Co. LLC July 2013 - October 2013
AdNet/AccountNet Inc. January 2013 - May 2013
Laurel Creek Country Club June 2008 - August 2012
Primepoint May 2011 - August 2011
Skills
Marketing, Business Development, CRM, Cold Calling, Sales, Customer Service, Customer Engagement, Research, Communication, Investments, Manage Client..., Social Media Marketing, Management, Microsoft Office, Public Speaking
Education
University of Maryland College Park
Bachelor of Science (BS), Business Management and Applied Economics, 3.1
William Rejeski's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2014 - Present
J.P. Morgan June 2013 - April 2014
Morgan Stanley Private Wealth Management September 2012 - December 2012
Canon Financial Services, Inc. June 2012 - August 2012
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Risk Management & Insurance
Lord, Abbett & Co. LLC July 2014 - Present
J.P. Morgan June 2013 - April 2014
Morgan Stanley Private Wealth Management September 2012 - December 2012
Canon Financial Services, Inc. June 2012 - August 2012
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Risk Management & Insurance
Adam Whitman'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
Sentinel Solutions June 2013 - March 2014
Atlantic Health June 2012 - August 2012
Atlantic Health June 2010 - August 2012
Skills
Social Media, Facebook, Microsoft Office, Great Motivator, People-oriented, Employee Loyalty, Healthcare, Finance, PowerPoint, Data Analysis, Wealth Management, Team Leadership, Innovator, Asset Management, Financial Analysis, Solution Focused, Energetic team player, Task Driven, Resilience, Reliable, Humor, Loyal, Twitter, eMoney Advisor
Education
Syracuse University 2010 — 2013
Bachelor of Arts (B.A.)
Ursinus College 2009 — 2010
Mountain Lakes High School 2005 — 2009
Lord, Abbett & Co. LLC July 2014 - Present
Sentinel Solutions June 2013 - March 2014
Atlantic Health June 2012 - August 2012
Atlantic Health June 2010 - August 2012
Skills
Social Media, Facebook, Microsoft Office, Great Motivator, People-oriented, Employee Loyalty, Healthcare, Finance, PowerPoint, Data Analysis, Wealth Management, Team Leadership, Innovator, Asset Management, Financial Analysis, Solution Focused, Energetic team player, Task Driven, Resilience, Reliable, Humor, Loyal, Twitter, eMoney Advisor
Education
Syracuse University 2010 — 2013
Bachelor of Arts (B.A.)
Ursinus College 2009 — 2010
Mountain Lakes High School 2005 — 2009
Jeff Schulze, CFA Jeff Schulze, CFA's Lord, Abbett & Co. LLC Experience October 2012 - Present
Job Director, Senior Portfolio Specialist at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments November 2014 - Present
Lord, Abbett & Co. LLC October 2012 - Present
Lord Abbett October 2009 - October 2012
Lord, Abbett & Co. LLC January 2006 - October 2009
Skills
Mutual Funds, Series 7, Equities, Investments, Asset Management, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Finance
ClearBridge Investments November 2014 - Present
Lord, Abbett & Co. LLC October 2012 - Present
Lord Abbett October 2009 - October 2012
Lord, Abbett & Co. LLC January 2006 - October 2009
Skills
Mutual Funds, Series 7, Equities, Investments, Asset Management, Asset Allocation, Series 63, Fixed Income, Investment Strategies, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Finance
Evan Calvo's Lord, Abbett & Co. LLC Experience September 2015 - Present
Job Regional Consultant
Industry Investment Management
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Loeb King Capital Management June 2014 - July 2014
Fox Television June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Equities, Financial Analysis, Hedge Funds, Marketing, Research, Microsoft Excel, Sales, Teamwork, Social Media, Social Networking
Education
The Catholic University of America 2011 — 2015
Finance
Lord, Abbett & Co. LLC September 2015 - Present
Loeb King Capital Management June 2014 - July 2014
Fox Television June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Equities, Financial Analysis, Hedge Funds, Marketing, Research, Microsoft Excel, Sales, Teamwork, Social Media, Social Networking
Education
The Catholic University of America 2011 — 2015
Finance
Patrick Layng Patrick Layng's Lord, Abbett & Co. LLC Experience August 1998 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 1998 - Present
Education
Trinity University
Lord, Abbett & Co. LLC August 1998 - Present
Education
Trinity University
Annette Lindsey Annette Lindsey's Lord, Abbett & Co. LLC Experience July 2004 - April 2006
Job Manager, Business Analytics at Blue Cross Blue Shield of NC
Industry Information Services
Experience
BCBSNC June 2012 - Present
Blue Cross Blue Shield of North Carolina May 2006 - May 2012
Lord, Abbett & Co. LLC July 2004 - April 2006
JPMorgan Chase April 2000 - June 2004
Bankers Trust Private Banking May 1994 - April 2000
J.P. Morgan June 1988 - May 1994
Skills
Business Objects, Business Intelligence, Business Analysis, Crystal Reports, Access, Financial Services, Databases, SAS, SQL, Business Process, Requirements Gathering, Business Requirements, Change Management, Data Warehousing, SharePoint
Education
University of North Carolina at Chapel Hill 2013 — 2014
Graduate Certificate, Healthcare Informatics
University of Phoenix 2008 — 2012
Masters, Information Systems
SUNY New Paltz 1984 — 1988
Bachelors of Science, Business Management
BCBSNC June 2012 - Present
Blue Cross Blue Shield of North Carolina May 2006 - May 2012
Lord, Abbett & Co. LLC July 2004 - April 2006
JPMorgan Chase April 2000 - June 2004
Bankers Trust Private Banking May 1994 - April 2000
J.P. Morgan June 1988 - May 1994
Skills
Business Objects, Business Intelligence, Business Analysis, Crystal Reports, Access, Financial Services, Databases, SAS, SQL, Business Process, Requirements Gathering, Business Requirements, Change Management, Data Warehousing, SharePoint
Education
University of North Carolina at Chapel Hill 2013 — 2014
Graduate Certificate, Healthcare Informatics
University of Phoenix 2008 — 2012
Masters, Information Systems
SUNY New Paltz 1984 — 1988
Bachelors of Science, Business Management
David Franecki's Lord, Abbett & Co. LLC Experience 2004 - 2006
Job Director of Marketing at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2008 - Present
BlackRock 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Barron's 2000 - 2002
Dow Jones Newswires 1996 - 2000
Skills
News Writing, Marketing, Marketing Strategy, Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Content Management, Content Strategy, Web Content, Brand Management, White Papers, Strategic Communications, Research, Project Management, Messaging, Web Content Management, Corporate Branding, Brand Awareness, Editing, Text Editing, Writing, Online Research, Website Creation, Message Development, Web Content Creation, Brand Implementation, Brand Developement, Executive-level..., Executive Consultation, Advertising Management, Advertising, Thought Leadership, Financial Services, Series 7
Education
Syracuse University 1992 — 1996
Dual Bachelor of Science, Newspaper Journalism-Law and Public Policy
Sandler O'Neill & Partners, L.P. 2008 - Present
BlackRock 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Barron's 2000 - 2002
Dow Jones Newswires 1996 - 2000
Skills
News Writing, Marketing, Marketing Strategy, Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Content Management, Content Strategy, Web Content, Brand Management, White Papers, Strategic Communications, Research, Project Management, Messaging, Web Content Management, Corporate Branding, Brand Awareness, Editing, Text Editing, Writing, Online Research, Website Creation, Message Development, Web Content Creation, Brand Implementation, Brand Developement, Executive-level..., Executive Consultation, Advertising Management, Advertising, Thought Leadership, Financial Services, Series 7
Education
Syracuse University 1992 — 1996
Dual Bachelor of Science, Newspaper Journalism-Law and Public Policy
James LaPiedra James LaPiedra's Lord, Abbett & Co. LLC Experience April 2013 - Present
Job Relationship Manager, Strategic Relationship Group at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2013 - Present
Lord Abbett & Co. LLC November 2010 - April 2013
Skills
Series 7, Series 66
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Lord, Abbett & Co. LLC April 2013 - Present
Lord Abbett & Co. LLC November 2010 - April 2013
Skills
Series 7, Series 66
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Katherine Ronan Katherine Ronan's Lord, Abbett & Co. LLC Experience February 2014 - December 2014
Job Enterprise Account Executive at ZocDoc
Industry Public Relations and Communications
Experience
ZocDoc October 2015 - Present
ZocDoc December 2014 - Present
Lord, Abbett & Co. LLC February 2014 - December 2014
Legends August 2013 - February 2014
Legends Hospitality May 2013 - August 2013
Lavalle, Brown & Ronan P.A. May 2011 - August 2011
University of Alabama National Alumni Association - National Capital Chapter August 2009 - January 2010
Skills
Social Media, Social Networking, Newsletters, Microsoft Office, InDesign, Illustrator, Merchandising, Office Administration, Social Media Marketing, Photoshop, Microsoft Word, Customer Service, Public Speaking, Sales, Press Releases
Education
University of Alabama 2008 — 2012
Bachelor of Arts (BA), Public Relations
University of Alabama
ZocDoc October 2015 - Present
ZocDoc December 2014 - Present
Lord, Abbett & Co. LLC February 2014 - December 2014
Legends August 2013 - February 2014
Legends Hospitality May 2013 - August 2013
Lavalle, Brown & Ronan P.A. May 2011 - August 2011
University of Alabama National Alumni Association - National Capital Chapter August 2009 - January 2010
Skills
Social Media, Social Networking, Newsletters, Microsoft Office, InDesign, Illustrator, Merchandising, Office Administration, Social Media Marketing, Photoshop, Microsoft Word, Customer Service, Public Speaking, Sales, Press Releases
Education
University of Alabama 2008 — 2012
Bachelor of Arts (BA), Public Relations
University of Alabama
Jordan Zdatny Jordan Zdatny's Lord, Abbett & Co. LLC Experience September 2015 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Merrill Edge April 2013 - August 2015
Merrill Edge August 2012 - March 2013
Newport Capital Group May 2011 - August 2011
Buckhead Beef Northeast May 2010 - August 2010
Buckhead Beef Northeast May 2009 - August 2009
Skills
Finance, Critical Thinking, Economics, Solid computer skills, Hard-worker, Motivation, Fast Learner, Mathematics, Series 7, Series 66
Education
The University of Connecticut School of Business 2008 — 2012
BS Finance, Finance Major and Economics Minor
Lord, Abbett & Co. LLC September 2015 - Present
Merrill Edge April 2013 - August 2015
Merrill Edge August 2012 - March 2013
Newport Capital Group May 2011 - August 2011
Buckhead Beef Northeast May 2010 - August 2010
Buckhead Beef Northeast May 2009 - August 2009
Skills
Finance, Critical Thinking, Economics, Solid computer skills, Hard-worker, Motivation, Fast Learner, Mathematics, Series 7, Series 66
Education
The University of Connecticut School of Business 2008 — 2012
BS Finance, Finance Major and Economics Minor
Alexa Novoa Kelly Alexa Novoa Kelly's Lord, Abbett & Co. LLC Experience November 2013 - Present
Job Finance, Assistant Controller
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC January 2013 - November 2013
Lord Abbett December 2004 - January 2013
New York Life & MainStay Investments May 1998 - December 2004
Skills
Fund Accounting, Alternative Investments, Hedge Funds, Fund Administration, Asset Management, Fund Of Funds, Financial Analysis, Corporate Finance, Mutual Funds, Investment Management, Asset Allocation, Corporate Actions, Financial Services
Education
Seton Hall University 1994 — 2002
B.S. / MBA, Accounting / Finance
Kyle Cox, CFA's Lord, Abbett & Co. LLC Experience June 2005 - September 2005
Job Portfolio Manager/Equity Analyst
Industry Investment Management
Experience
Hagin Investment Management April 2014 - June 2015
Hagin Investment Management January 2009 - March 2014
Hagin Investment Management May 2006 - December 2008
Lord, Abbett & Co. LLC June 2005 - September 2005
Skills
Valuation, Financial Modeling, Trading, Asset Managment, Equities, Equity Research, Hedge Funds, Portfolio Management, FX Options, Alternative Investments, Asset Management, Asset Allocation, Series 7, Bloomberg, Investments, Financial Markets, Fixed Income, Options, Securities, Capital Markets
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts, Economics
Benet Academy 1998 — 2002
Hagin Investment Management April 2014 - June 2015
Hagin Investment Management January 2009 - March 2014
Hagin Investment Management May 2006 - December 2008
Lord, Abbett & Co. LLC June 2005 - September 2005
Skills
Valuation, Financial Modeling, Trading, Asset Managment, Equities, Equity Research, Hedge Funds, Portfolio Management, FX Options, Alternative Investments, Asset Management, Asset Allocation, Series 7, Bloomberg, Investments, Financial Markets, Fixed Income, Options, Securities, Capital Markets
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts, Economics
Benet Academy 1998 — 2002
Michael Darling, CFP®, CRPS's Lord, Abbett & Co. LLC Experience May 2014 - Present
Job DCIO Product Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2014 - Present
Lord, Abbett & Co. LLC November 2006 - Present
Education
University of Maryland College Park
Bachelor of Arts (BA)
Lord, Abbett & Co. LLC May 2014 - Present
Lord, Abbett & Co. LLC November 2006 - Present
Education
University of Maryland College Park
Bachelor of Arts (BA)
Anthony Roden's Lord, Abbett & Co. LLC Experience March 2014 - December 2014
Job Global Sales at Group Iii International Ltd (Inc)
Industry Consumer Goods
Experience
Group Iii International Ltd (Inc) September 2015 - Present
EMM Group January 2014 - July 2015
Lord, Abbett & Co. LLC March 2014 - December 2014
Morgan Stanley November 2013 - March 2014
Skills
Bloomberg Terminal, Investment Advisory, Microsoft Office, Capital Markets, Investment Management, Variable Products, Health Insurance, Fixed Annuities, Variable Annuities, IRAs, Securities Market, Corporate Finance, Public Speaking, Life Insurance, Financial Forecasting, Planning Budgeting &..., Problem Solving, Highly detail oriented, Financial Accounting, Statistical Data..., Statistical Reporting, Report Writing, HTML, SQL, Salesforce.com, Professional Experience, Manage Client..., Client Liaison, Client Relations Skills, Time Management, Business Analysis, Experienced Business..., IT Operations, Operations Management, Sales Operations, Sales Management, Account Management, Team Management, Management Consulting, Client Liason, Insurance
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Science (BS), Business & Technology, Finance
Group Iii International Ltd (Inc) September 2015 - Present
EMM Group January 2014 - July 2015
Lord, Abbett & Co. LLC March 2014 - December 2014
Morgan Stanley November 2013 - March 2014
Skills
Bloomberg Terminal, Investment Advisory, Microsoft Office, Capital Markets, Investment Management, Variable Products, Health Insurance, Fixed Annuities, Variable Annuities, IRAs, Securities Market, Corporate Finance, Public Speaking, Life Insurance, Financial Forecasting, Planning Budgeting &..., Problem Solving, Highly detail oriented, Financial Accounting, Statistical Data..., Statistical Reporting, Report Writing, HTML, SQL, Salesforce.com, Professional Experience, Manage Client..., Client Liaison, Client Relations Skills, Time Management, Business Analysis, Experienced Business..., IT Operations, Operations Management, Sales Operations, Sales Management, Account Management, Team Management, Management Consulting, Client Liason, Insurance
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Science (BS), Business & Technology, Finance
Emily Boynton Emily Boynton's Lord, Abbett & Co. LLC Experience February 2014 - October 2014
Job
Industry Apparel & Fashion
Experience
Fashion Avenue Knits, Inc. May 2015 - Present
Leota New York October 2014 - April 2015
Lord, Abbett & Co. LLC February 2014 - October 2014
Aldridge Connors LLP March 2011 - September 2013
Kellwood Company October 2010 - December 2010
Skills
Customer Service, Visual Merchandising, Social Media, Styling, Fashion, Social Networking, Event Planning, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Microsoft Office, Marketing
Education
University of Alabama 2006 — 2010
Bachelor of Science, Apparel and Textiles; Fashion Retailing/Merchandising
University of Alabama 2006 — 2010
Minor General Business Administration, Fashion Merchandising
Fashion Avenue Knits, Inc. May 2015 - Present
Leota New York October 2014 - April 2015
Lord, Abbett & Co. LLC February 2014 - October 2014
Aldridge Connors LLP March 2011 - September 2013
Kellwood Company October 2010 - December 2010
Skills
Customer Service, Visual Merchandising, Social Media, Styling, Fashion, Social Networking, Event Planning, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Microsoft Office, Marketing
Education
University of Alabama 2006 — 2010
Bachelor of Science, Apparel and Textiles; Fashion Retailing/Merchandising
University of Alabama 2006 — 2010
Minor General Business Administration, Fashion Merchandising
Brian Arsenault Brian Arsenault's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Leveraged Credit Strategist at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Claren Road Asset Management January 2013 - March 2014
III Offshore Advisors/AVM, L.P. February 2008 - December 2012
Morgan Stanley September 2003 - September 2008
J.P. Morgan April 1998 - September 2003
Skills
Fixed Income, Hedge Funds, Risk Management, Credit Derivatives, Series 7, Credit Risk, Investments, Trading, Credit Analysis, Fixed Income Portfolio..., Series 63, Portfolio Management, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Finance & Accounting
Seton Hall University
Bachelor of Science (B.S.), Marketing
Lord, Abbett & Co. LLC October 2014 - Present
Claren Road Asset Management January 2013 - March 2014
III Offshore Advisors/AVM, L.P. February 2008 - December 2012
Morgan Stanley September 2003 - September 2008
J.P. Morgan April 1998 - September 2003
Skills
Fixed Income, Hedge Funds, Risk Management, Credit Derivatives, Series 7, Credit Risk, Investments, Trading, Credit Analysis, Fixed Income Portfolio..., Series 63, Portfolio Management, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Finance & Accounting
Seton Hall University
Bachelor of Science (B.S.), Marketing
Margaret Esposito Margaret Esposito's Lord, Abbett & Co. LLC Experience March 2013 - October 2013
Job Assistant Trainer at Salt Creek Stables
Industry Financial Services
Experience
HILLSBOROUGH COUNTY SCHOOL DISTRICT August 2015 - Present
Salt Creek Stables November 2013 - Present
Lord, Abbett & Co. LLC March 2013 - October 2013
The Berkshire Record May 2011 - August 2011
Education
Saint Lawrence University 2008 — 2012
Bachelor's degree, English and Political Science
HILLSBOROUGH COUNTY SCHOOL DISTRICT August 2015 - Present
Salt Creek Stables November 2013 - Present
Lord, Abbett & Co. LLC March 2013 - October 2013
The Berkshire Record May 2011 - August 2011
Education
Saint Lawrence University 2008 — 2012
Bachelor's degree, English and Political Science
R. Mark Pennington, CIMA R. Mark Pennington, CIMA's Lord, Abbett & Co. LLC Experience October 2012 - Present
Job Partner at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2012 - Present
Lord, Abbett & Co. LLC October 2005 - October 2012
Lord, Abbett & Co. LLC October 1999 - October 2005
Lord, Abbett & Co. LLC October 1996 - October 1999
Lord, Abbett & Co. LLC October 1990 - October 1996
Lord, Abbett & Co. LLC March 1989 - October 1990
Dean Witter Reynolds Inc. April 1987 - March 1989
Dean Witter Reynolds Inc. August 1984 - May 1986
Education
The University of Texas at Austin 1980 — 1984
BA, Business/Finance
Lord, Abbett & Co. LLC October 2012 - Present
Lord, Abbett & Co. LLC October 2005 - October 2012
Lord, Abbett & Co. LLC October 1999 - October 2005
Lord, Abbett & Co. LLC October 1996 - October 1999
Lord, Abbett & Co. LLC October 1990 - October 1996
Lord, Abbett & Co. LLC March 1989 - October 1990
Dean Witter Reynolds Inc. April 1987 - March 1989
Dean Witter Reynolds Inc. August 1984 - May 1986
Education
The University of Texas at Austin 1980 — 1984
BA, Business/Finance
Kristin Shofner Kristin Shofner's Lord, Abbett & Co. LLC Experience June 2003 - June 2013
Job Senior Vice President, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Tatiana Yate's Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Advisor Support Associate at Lord, Abbett & Co. LLC
Industry International Affairs
Experience
Lord, Abbett & Co. LLC July 2015 - Present
Lord, Abbett & Co. LLC February 2015 - Present
Immigration Equality May 2014 - August 2014
Embassy of Mexico January 2013 - May 2013
Skills
International Relations, Foreign Affairs, Spanish-English, International Trade, French, Paralegals, Immigration Law, Spanish, Leadership, Microsoft Office, Research, Microsoft Excel, Editing, Social Media, Social Networking, Customer Service
Education
University of Florida 2012 — 2014
Bachelor of Arts, Political Science
The Washington Center for Internships and Academic Seminars 2013 — 2013
International Relations and Affairs
Broward College
Associates of Art, Political Science
IFALAPES (L'Institut Français des Alpes)
Certificate of Exchange program, French Studies
Lord, Abbett & Co. LLC July 2015 - Present
Lord, Abbett & Co. LLC February 2015 - Present
Immigration Equality May 2014 - August 2014
Embassy of Mexico January 2013 - May 2013
Skills
International Relations, Foreign Affairs, Spanish-English, International Trade, French, Paralegals, Immigration Law, Spanish, Leadership, Microsoft Office, Research, Microsoft Excel, Editing, Social Media, Social Networking, Customer Service
Education
University of Florida 2012 — 2014
Bachelor of Arts, Political Science
The Washington Center for Internships and Academic Seminars 2013 — 2013
International Relations and Affairs
Broward College
Associates of Art, Political Science
IFALAPES (L'Institut Français des Alpes)
Certificate of Exchange program, French Studies
Olivia Pietrantonio Olivia Pietrantonio's Lord, Abbett & Co. LLC Experience March 2015 - Present
Job Administrative Assistant at Lord, Abbett & Co. LLC
Industry Legal Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Pietrantonio Law, P.C. June 2014 - March 2015
Village of Port Washington North May 2013 - August 2013
The George Washington University - American Studies Department September 2011 - April 2013
Chief Signs May 2012 - August 2012
Manhasset Bay Yacht Club May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Event Management, Posters, Public Speaking, Research, Social Media, ArcGIS, Microsoft Word, Microsoft Excel, Social Networking, Banners, Event Planning, Editing, Facebook, Fundraising, Community Outreach, Blogging
Education
The George Washington University 2010 — 2014
BA, Geography & Geology
Paul D. Schreiber H.S. 2006 — 2010
Advanced Regents Diploma
Lord, Abbett & Co. LLC March 2015 - Present
Pietrantonio Law, P.C. June 2014 - March 2015
Village of Port Washington North May 2013 - August 2013
The George Washington University - American Studies Department September 2011 - April 2013
Chief Signs May 2012 - August 2012
Manhasset Bay Yacht Club May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Event Management, Posters, Public Speaking, Research, Social Media, ArcGIS, Microsoft Word, Microsoft Excel, Social Networking, Banners, Event Planning, Editing, Facebook, Fundraising, Community Outreach, Blogging
Education
The George Washington University 2010 — 2014
BA, Geography & Geology
Paul D. Schreiber H.S. 2006 — 2010
Advanced Regents Diploma
Anthony Gaudiosi Anthony Gaudiosi's Lord, Abbett & Co. LLC Experience September 2002 - November 2010
Job Regional Vice President at New York Life / Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments December 2010 - Present
Lord, Abbett & Co. LLC September 2002 - November 2010
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Asset Management, Portfolio Management, Fixed Annuities, Financial Services, Strategic Financial..., Alternative Investments, 401k, Insurance, Equities, Fixed Income, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Bachelor of Arts (BA), Economics
New York Life & MainStay Investments December 2010 - Present
Lord, Abbett & Co. LLC September 2002 - November 2010
Skills
Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Asset Management, Portfolio Management, Fixed Annuities, Financial Services, Strategic Financial..., Alternative Investments, 401k, Insurance, Equities, Fixed Income, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Bachelor of Arts (BA), Economics
Kristen Binkley Kristen Binkley's Lord, Abbett & Co. LLC Experience March 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2008 - Present
Education
State University of New York at Albany
Lord, Abbett & Co. LLC March 2008 - Present
Education
State University of New York at Albany
Sam Wehmeyer Sam Wehmeyer's Lord, Abbett & Co. LLC Experience July 2015 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2015 - Present
University of Alabama November 2013 - November 2014
Drillinginfo June 2014 - August 2014
Forestar Group Inc. May 2013 - August 2013
VCE, the Virtual Computing Environment Company May 2012 - July 2012
Papa Snow Shaved Ice March 2009 - September 2011
Haegelin Construction May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership, Customer Service, Public Speaking, Business Analysis, Sales, Strategic Planning, Accounting, Management, Cloud Computing, Social Media Marketing, Teaching, Higher Education, Recruiting, Legal Writing, Legal Research, Team Building, Budgets
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Junior
Lord, Abbett & Co. LLC July 2015 - Present
University of Alabama November 2013 - November 2014
Drillinginfo June 2014 - August 2014
Forestar Group Inc. May 2013 - August 2013
VCE, the Virtual Computing Environment Company May 2012 - July 2012
Papa Snow Shaved Ice March 2009 - September 2011
Haegelin Construction May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership, Customer Service, Public Speaking, Business Analysis, Sales, Strategic Planning, Accounting, Management, Cloud Computing, Social Media Marketing, Teaching, Higher Education, Recruiting, Legal Writing, Legal Research, Team Building, Budgets
Education
University of Alabama 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Junior
Brian Roach Brian Roach's Lord, Abbett & Co. LLC Experience December 2002 - Present
Job Director of Institutional Investor Services at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC December 2002 - Present
Education
The College of New Jersey
Lord, Abbett & Co. LLC December 2002 - Present
Education
The College of New Jersey
Mike Weldon Mike Weldon's Lord, Abbett & Co. LLC Experience October 1997 - January 2006
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Mertz Taggart January 2015 - April 2015
Lord Abbett February 2006 - September 2014
Lord, Abbett & Co. LLC October 1997 - January 2006
Phoenix Home Life November 1993 - October 1997
Skills
Marketing, Public Speaking, Investments, Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Wealth Management, 401k, Retirement Planning, Series 24, Separately Managed..., Investment Management
Education
University of Georgia - Terry College of Business 1992 — 1993
MBA, Finance
University of North Florida - College of Business Administration 1991 — 1992
Bachelor's Degree, Finance, General
University of Florida 1985 — 1989
Steve Ori's Lord, Abbett & Co. LLC Experience February 2015 - Present
Job Supervisor Pricing & Corporate Actions at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC February 2015 - Present
Vestmark June 2013 - January 2015
Citi August 2007 - May 2013
Citi September 2006 - August 2007
Citi 2005 - 2006
Skills
Equity Research, Account Reconciliation, Analysis, Securities, Fixed Income, Mergers & Acquisitions, Asset Management, Finance, Bloomberg, Portfolio Management, Equities, Corporate Actions, Financial Services, Investments, Mutual Funds, Hedge Funds
Education
Saint John's University 1998 — 2002
BS, Computer Science, Business Administration
St. John's University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Lord, Abbett & Co. LLC February 2015 - Present
Vestmark June 2013 - January 2015
Citi August 2007 - May 2013
Citi September 2006 - August 2007
Citi 2005 - 2006
Skills
Equity Research, Account Reconciliation, Analysis, Securities, Fixed Income, Mergers & Acquisitions, Asset Management, Finance, Bloomberg, Portfolio Management, Equities, Corporate Actions, Financial Services, Investments, Mutual Funds, Hedge Funds
Education
Saint John's University 1998 — 2002
BS, Computer Science, Business Administration
St. John's University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Lavina Talukdar Lavina Talukdar's Lord, Abbett & Co. LLC Experience September 2007 - Present
Job Research Analyst
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Jheryl Wilson's Lord, Abbett & Co. LLC Experience December 2014 - June 2015
Job Seeking entry level position
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - June 2015
St. John's University July 2012 - May 2014
St. John's University Undergraduate Admissions November 2011 - May 2014
Penn Mutual September 2013 - November 2013
Student Government Incorporated September 2012 - May 2013
African Students Association September 2012 - May 2013
St. John's University Athletics October 2011 - March 2012
HOPE NYC Street Survey 2012 January 2012 - January 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, Customer Service, Outlook, Data Entry, Project Management, CRM, Sales Logix
Education
St. John's University 2010 — 2014
Bachelor’s Degree, Finance, General
Lord, Abbett & Co. LLC December 2014 - June 2015
St. John's University July 2012 - May 2014
St. John's University Undergraduate Admissions November 2011 - May 2014
Penn Mutual September 2013 - November 2013
Student Government Incorporated September 2012 - May 2013
African Students Association September 2012 - May 2013
St. John's University Athletics October 2011 - March 2012
HOPE NYC Street Survey 2012 January 2012 - January 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Teamwork, Microsoft Excel, Customer Service, Outlook, Data Entry, Project Management, CRM, Sales Logix
Education
St. John's University 2010 — 2014
Bachelor’s Degree, Finance, General
Christopher Ferro Christopher Ferro'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
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
Lord, Abbett & Co. LLC September 2015 - Present
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
Billy Pigati's Lord, Abbett & Co. LLC Experience October 1998 - May 1999
Job Repurposing
Industry Apparel & Fashion
Experience
Self-employed January 2000 - Present
Self-employed January 2000 - Present
North Platte Telegraph June 2000 - June 2002
Lord, Abbett & Co. LLC October 1998 - May 1999
Skills
Songwriting, Studio Recording, Drawing, Graphic Design, Drum Set, Guitar, DIY, Antiques, Vintage Clothing, Photoshop, Digital Photography, Audio Engineering, Ebay Sales, Singer-songwriter, Singing
Education
University of Iowa 1988 — 1994
Bachelor of Arts (B.A.), Creative Writing
Self-employed January 2000 - Present
Self-employed January 2000 - Present
North Platte Telegraph June 2000 - June 2002
Lord, Abbett & Co. LLC October 1998 - May 1999
Skills
Songwriting, Studio Recording, Drawing, Graphic Design, Drum Set, Guitar, DIY, Antiques, Vintage Clothing, Photoshop, Digital Photography, Audio Engineering, Ebay Sales, Singer-songwriter, Singing
Education
University of Iowa 1988 — 1994
Bachelor of Arts (B.A.), Creative Writing
Kerianne Jordan Kerianne Jordan's Lord, Abbett & Co. LLC Experience February 2014 - Present
Job Paralegal at Lord, Abbett & Co. LLC
Industry Legal Services
Experience
Lord, Abbett & Co. LLC February 2014 - Present
Lord Abbett & Co. LLC September 2012 - February 2014
Darrell J. Baker, Esquire, P.A. September 2011 - August 2012
Saagar B. Shah, Esquire, P.A. September 2011 - August 2012
Traub Lieberman Straus & Shrewsberry, LLP December 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook, Access, Macintosh Applications, Lexis, Westlaw, Legal Research, Oral & Written..., Multi-tasking..., Lexis Nexis File and...
Education
Widener University of Law 2012 — 2012
ABA Approved Paralegal Certification, Corporate Law
University of Delaware 2008 — 2011
BA, Political Science
University of Delaware 2008 — 2011
BA, History
Lord, Abbett & Co. LLC February 2014 - Present
Lord Abbett & Co. LLC September 2012 - February 2014
Darrell J. Baker, Esquire, P.A. September 2011 - August 2012
Saagar B. Shah, Esquire, P.A. September 2011 - August 2012
Traub Lieberman Straus & Shrewsberry, LLP December 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook, Access, Macintosh Applications, Lexis, Westlaw, Legal Research, Oral & Written..., Multi-tasking..., Lexis Nexis File and...
Education
Widener University of Law 2012 — 2012
ABA Approved Paralegal Certification, Corporate Law
University of Delaware 2008 — 2011
BA, Political Science
University of Delaware 2008 — 2011
BA, History
Brendan Ward Brendan Ward's Lord, Abbett & Co. LLC Experience May 2015 - Present
Job Institutional Consultant Relations at Lord Abbett & Co.
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2015 - Present
Lord, Abbett & Co. LLC March 2014 - April 2015
FTI Consulting June 2011 - February 2014
Morgan Stanley May 2010 - August 2010
Halifax Investment Services Limited October 2009 - December 2009
Skills
Investor Relations, Bloomberg, Factiva, Capital IQ, Thomson One, Big Dough, Market Intelligence, Press Releases, Media Monitoring, Cision, Merger Market, Excel, PowerPoint, Reputation Management, Roadshow Planning, Corporate Communications, Microsoft Excel, Strategic Communications
Education
Syracuse University 2007 — 2011
BS, Finance / Television, Radio, & Film / Economics, 3.938
Lord, Abbett & Co. LLC May 2015 - Present
Lord, Abbett & Co. LLC March 2014 - April 2015
FTI Consulting June 2011 - February 2014
Morgan Stanley May 2010 - August 2010
Halifax Investment Services Limited October 2009 - December 2009
Skills
Investor Relations, Bloomberg, Factiva, Capital IQ, Thomson One, Big Dough, Market Intelligence, Press Releases, Media Monitoring, Cision, Merger Market, Excel, PowerPoint, Reputation Management, Roadshow Planning, Corporate Communications, Microsoft Excel, Strategic Communications
Education
Syracuse University 2007 — 2011
BS, Finance / Television, Radio, & Film / Economics, 3.938
Ismael Nibot, CIMA®, CRPC®'s Lord, Abbett & Co. LLC Experience April 2013 - July 2015
Job Internal Sales at WBI
Industry Financial Services
Experience
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
WBI July 2015 - Present
Lord, Abbett & Co. LLC April 2013 - July 2015
OppenheimerFunds May 2011 - March 2013
OppenheimerFunds May 2007 - May 2011
JP Morgan Chase December 2004 - May 2007
American Express Financial Advisors August 2002 - December 2004
United States Marine Corps May 1990 - May 1998
Skills
Series 7, Mutual Funds, Sales, Sales Management, Wealth Management, Relationship Management, Spanish, Internal Wholesaling, Key Account Management, Fixed Income, Fusion, Certified Investment..., Asset Allocation, Consultative Sales..., RFP, Sales Presentations, Salesforce.com, Morningstar, Retirement Plan..., Training, Series 63, 401k, Portfolio Management, Separately Managed..., CRM, Retirement, Investments, Financial Services, Asset Management, Equities
Education
Seton Hall University 2000 — 2002
MBA, Finance
Seton Hall University 1990 — 1994
BA, History
Monica Valencia Monica Valencia's Lord, Abbett & Co. LLC Experience December 2012 - August 2013
Job Ecommerce Onboarding Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Barclays Investment Bank May 2014 - October 2014
Lord, Abbett & Co. LLC December 2012 - August 2013
Lord, Abbett & Co. LLC June 2007 - December 2012
Clara Maass Medical Center May 2005 - May 2007
St. Barnabas Medical Center June 2002 - May 2005
Skills
Management, Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Research, Outlook, Leadership, Social Media, Event Planning, Microsoft Word, Data Analysis, Mutual Funds, Client Service Oriented, Relationship Marketing, Managed Accounts, Separately Managed..., Bizflow, Managing Database, Institutional Marketing, Institutional Client..., Onboarding, Bloomberg Terminal, CRM, SharePoint, Fundraising, Customer Service
Education
Rutgers University-New Brunswick 2002 — 2006
BA, History/Political Science
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History/Political Science
Barclays Investment Bank October 2014 - Present
Barclays Investment Bank May 2014 - October 2014
Lord, Abbett & Co. LLC December 2012 - August 2013
Lord, Abbett & Co. LLC June 2007 - December 2012
Clara Maass Medical Center May 2005 - May 2007
St. Barnabas Medical Center June 2002 - May 2005
Skills
Management, Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Research, Outlook, Leadership, Social Media, Event Planning, Microsoft Word, Data Analysis, Mutual Funds, Client Service Oriented, Relationship Marketing, Managed Accounts, Separately Managed..., Bizflow, Managing Database, Institutional Marketing, Institutional Client..., Onboarding, Bloomberg Terminal, CRM, SharePoint, Fundraising, Customer Service
Education
Rutgers University-New Brunswick 2002 — 2006
BA, History/Political Science
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), History/Political Science
Christine Strobel Christine Strobel's Lord, Abbett & Co. LLC Experience 2005 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
Lord, Abbett & Co. LLC 2005 - 2009
TD Bank, N.A. (formerly Commerce Bank, N.A.) August 2001 - January 2005
Dow Jones July 2000 - August 2001
CitiStreet March 2000 - July 2000
CitiStreet November 1997 - March 2000
Skills
Fixed Income, Equities, Investment Management
Education
Salisbury University 1993 — 1997
Bachelor's Degree, Business Administration/Finance
Lord, Abbett & Co. LLC 2005 - 2009
TD Bank, N.A. (formerly Commerce Bank, N.A.) August 2001 - January 2005
Dow Jones July 2000 - August 2001
CitiStreet March 2000 - July 2000
CitiStreet November 1997 - March 2000
Skills
Fixed Income, Equities, Investment Management
Education
Salisbury University 1993 — 1997
Bachelor's Degree, Business Administration/Finance
Jason Smith Jason Smith's Lord, Abbett & Co. LLC Experience July 2008 - July 2010
Job
Industry Legal Services
Experience
Bankrate, Inc. June 2015 - Present
TouchTunes Interactive Networks April 2015 - May 2015
Allied World October 2012 - March 2015
Davis Polk & Wardwell LLP July 2011 - July 2012
Goldman Sachs July 2010 - July 2011
Lord, Abbett & Co. LLC July 2008 - July 2010
Time Warner Inc. June 2007 - July 2008
Wilson Sonsini Goodrich and Rosati May 2005 - June 2007
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 2001 - April 2005
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates June 2000 - August 2001
Skills
Legal Research, Corporate Law, Litigation, Securities Regulation, Legal Writing, Securities, Westlaw, Corporate Governance, Commercial Litigation, Intellectual Property, Hedge Funds, Lexis, Litigation Support, Legal Assistance, Document Review, Due Diligence, Mergers, Civil Litigation, Mergers, Legal Documents, Paralegals, LexisNexis, Mergers & Acquisitions
Education
St. Lawrence University 1995 — 1999
Bachelor’s Degree, Political Science and Government, Magna cum laude (3.8 GPA)
Franklin Academy 1992 — 1995
High School, New York State Regents Diploma
Bankrate, Inc. June 2015 - Present
TouchTunes Interactive Networks April 2015 - May 2015
Allied World October 2012 - March 2015
Davis Polk & Wardwell LLP July 2011 - July 2012
Goldman Sachs July 2010 - July 2011
Lord, Abbett & Co. LLC July 2008 - July 2010
Time Warner Inc. June 2007 - July 2008
Wilson Sonsini Goodrich and Rosati May 2005 - June 2007
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 2001 - April 2005
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates June 2000 - August 2001
Skills
Legal Research, Corporate Law, Litigation, Securities Regulation, Legal Writing, Securities, Westlaw, Corporate Governance, Commercial Litigation, Intellectual Property, Hedge Funds, Lexis, Litigation Support, Legal Assistance, Document Review, Due Diligence, Mergers, Civil Litigation, Mergers, Legal Documents, Paralegals, LexisNexis, Mergers & Acquisitions
Education
St. Lawrence University 1995 — 1999
Bachelor’s Degree, Political Science and Government, Magna cum laude (3.8 GPA)
Franklin Academy 1992 — 1995
High School, New York State Regents Diploma
Jonathan Won's Lord, Abbett & Co. LLC Experience May 2014 - Present
Job Financial Analyst at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC May 2014 - Present
Aon Risk Solutions July 2013 - March 2014
Penguin Group USA June 2011 - May 2013
Volunteer Optometric Services to Humanity January 2004 - March 2010
Simon and Schuster May 2008 - August 2008
Skills
Forecasting, Excel, Spreadsheets, Microsoft Excel, Budgets, Finance, Analysis, Accounting, PowerPoint, Microsoft Word, Spanish, Financial Analysis, SAP, Access, Project Management, Financial Reporting, Microsoft Office, Outlook, Data Analysis, Account Reconciliation, Financial Modeling, Nonprofits, Customer Service, Marketing, Project Planning, Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics
Universidad Pablo de Olavide 2008 — 2008
Lord, Abbett & Co. LLC May 2014 - Present
Aon Risk Solutions July 2013 - March 2014
Penguin Group USA June 2011 - May 2013
Volunteer Optometric Services to Humanity January 2004 - March 2010
Simon and Schuster May 2008 - August 2008
Skills
Forecasting, Excel, Spreadsheets, Microsoft Excel, Budgets, Finance, Analysis, Accounting, PowerPoint, Microsoft Word, Spanish, Financial Analysis, SAP, Access, Project Management, Financial Reporting, Microsoft Office, Outlook, Data Analysis, Account Reconciliation, Financial Modeling, Nonprofits, Customer Service, Marketing, Project Planning, Management
Education
University of Maryland College Park 2005 — 2009
Bachelor of Arts (B.A.), Economics
Universidad Pablo de Olavide 2008 — 2008
Jason Loeb Jason Loeb's Lord, Abbett & Co. LLC Experience October 1997 - Present
Job Equity Analyst at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 1997 - Present
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science (BS), Finance, General
Lord, Abbett & Co. LLC October 1997 - Present
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science (BS), Finance, General
Domenico De Falco's Lord, Abbett & Co. LLC Experience June 2015 - August 2015
Job Attended The College of New Jersey
Industry Investment Banking
Experience
Lord, Abbett & Co. LLC June 2015 - August 2015
Two River Financial June 2014 - August 2014
Fin Credit Inc. May 2012 - August 2013
Hanini Group September 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Business Analysis, Business Development, Team Building, Business Strategy, Fundraising, Finance, Data Analysis, CRM, New Business Development, Event Planning, Event Management, Leadership, Logistics, Management, Nonprofits, Networking, Online Marketing, PowerPoint, Research, Financial Reporting, Customer Service, Marketing Strategy, Time Management, Communication, User Friendly
Education
The College of New Jersey 2013 — 2015
Bachelor's degree, Finance, General, A-
Marlboro High School
Lord, Abbett & Co. LLC June 2015 - August 2015
Two River Financial June 2014 - August 2014
Fin Credit Inc. May 2012 - August 2013
Hanini Group September 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Business Analysis, Business Development, Team Building, Business Strategy, Fundraising, Finance, Data Analysis, CRM, New Business Development, Event Planning, Event Management, Leadership, Logistics, Management, Nonprofits, Networking, Online Marketing, PowerPoint, Research, Financial Reporting, Customer Service, Marketing Strategy, Time Management, Communication, User Friendly
Education
The College of New Jersey 2013 — 2015
Bachelor's degree, Finance, General, A-
Marlboro High School
Angela Hou Angela Hou's Lord, Abbett & Co. LLC Experience July 2013 - March 2015
Job Regional Sales Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - March 2015
Falvey Memorial Library January 2010 - May 2013
Deutsche Bank June 2012 - August 2012
South-South Global Assets and Technology Exchange September 2011 - December 2011
Constellation Wealth Advisors, LLC June 2011 - August 2011
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Finance, International business, and Chinese
Shanghai University of Finance and Economics 2011 — 2011
Millburn High School 2005 — 2009
Graduated with Honors
Neuberger Berman April 2015 - Present
Lord, Abbett & Co. LLC July 2013 - March 2015
Falvey Memorial Library January 2010 - May 2013
Deutsche Bank June 2012 - August 2012
South-South Global Assets and Technology Exchange September 2011 - December 2011
Constellation Wealth Advisors, LLC June 2011 - August 2011
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Finance, International business, and Chinese
Shanghai University of Finance and Economics 2011 — 2011
Millburn High School 2005 — 2009
Graduated with Honors
Jimmy Yung Jimmy Yung's Lord, Abbett & Co. LLC Experience February 2005 - July 2011
Job Senior Business Analyst
Industry Financial Services
Experience
Swiss Re Asset Management June 2014 - Present
Linedata February 2012 - May 2014
Bank of America Merrill Lynch July 2011 - February 2012
Lord, Abbett & Co. LLC February 2005 - July 2011
Guggenheim Partners September 2002 - October 2004
Cigna June 1999 - August 2002
Skills
Trading Systems, Electronic Trading, Business Analysis, Fixed Income, Equities, Market Data, SDLC, Middle Office, Equity Trading, Bloomberg, Asset Management, Project Management, Vendor Management, Mutual Funds, Hedge Funds, Derivatives, IT Management, Asset Managment, Back Office, Order Management, Portfolio Management, Agile Project Management, SQL, Securities, FX trading, Options, Trading, IT Strategy, Financial Markets, Capital Markets, FX Options, Business Requirements, Business Process..., R, Python
Education
The University of Hong Kong 1996 — 1996
Syracuse University
Bachelor of Science (B.S.), Information Technology & Management
Swiss Re Asset Management June 2014 - Present
Linedata February 2012 - May 2014
Bank of America Merrill Lynch July 2011 - February 2012
Lord, Abbett & Co. LLC February 2005 - July 2011
Guggenheim Partners September 2002 - October 2004
Cigna June 1999 - August 2002
Skills
Trading Systems, Electronic Trading, Business Analysis, Fixed Income, Equities, Market Data, SDLC, Middle Office, Equity Trading, Bloomberg, Asset Management, Project Management, Vendor Management, Mutual Funds, Hedge Funds, Derivatives, IT Management, Asset Managment, Back Office, Order Management, Portfolio Management, Agile Project Management, SQL, Securities, FX trading, Options, Trading, IT Strategy, Financial Markets, Capital Markets, FX Options, Business Requirements, Business Process..., R, Python
Education
The University of Hong Kong 1996 — 1996
Syracuse University
Bachelor of Science (B.S.), Information Technology & Management
F. Gerard Savarese's Lord, Abbett & Co. LLC Experience August 2014 - Present
Job Product Consultant Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC January 2013 - August 2014
Avondale Partners June 2011 - November 2012
Avondale Partners June 2010 - August 2010
Skills
Series 7, Series 63, Series 66
Education
Washington and Lee University 2007 — 2011
Accounting, Business Administration
London School of Economics and Political Science 2009 — 2009
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC January 2013 - August 2014
Avondale Partners June 2011 - November 2012
Avondale Partners June 2010 - August 2010
Skills
Series 7, Series 63, Series 66
Education
Washington and Lee University 2007 — 2011
Accounting, Business Administration
London School of Economics and Political Science 2009 — 2009
Jordan McCann Jordan McCann's Lord, Abbett & Co. LLC Experience February 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC February 2008 - Present
Education
Texas Tech University
Lord, Abbett & Co. LLC February 2008 - Present
Education
Texas Tech University
Stephen May, CIMA®'s Lord, Abbett & Co. LLC Experience April 2005 - May 2008
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
Christine Kopp Christine Kopp's Lord, Abbett & Co. LLC Experience January 2012 - Present
Job BlackRock
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2012 - Present
Education
Towson University
Bachelor's degree
Lord, Abbett & Co. LLC January 2012 - Present
Education
Towson University
Bachelor's degree
Alessandra Morabito Alessandra Morabito's Lord, Abbett & Co. LLC Experience April 2006 - Present
Job Mutual fund portfolio administrator at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2006 - Present
MSPC Certified Public Accountants and Advisors October 2004 - April 2006
Skills
Accounting, Auditing, Account Reconciliation, Finance, Fixed Income, Mutual Funds, Asset Management, Investments, Portfolio Management, Management
Education
Saint Peter's University 2014 — 2016
Master of Business Administration (MBA), Risk Management
Lord, Abbett & Co. LLC April 2006 - Present
MSPC Certified Public Accountants and Advisors October 2004 - April 2006
Skills
Accounting, Auditing, Account Reconciliation, Finance, Fixed Income, Mutual Funds, Asset Management, Investments, Portfolio Management, Management
Education
Saint Peter's University 2014 — 2016
Master of Business Administration (MBA), Risk Management
Ryan M. Hunt Ryan M. Hunt's Lord, Abbett & Co. LLC Experience 2003 - 2007
Job Wealth Management Financial Advisor Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley Smith Barney 2007 - 2010
Lord, Abbett & Co. LLC 2003 - 2007
Lord, Abbett & Co. LLC 2000 - 2003
Morgan Stanley September 1999 - May 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Bonds, Competitive Analysis, Series 7, Equities, Fixed Income, Investments, Separately Managed..., Private Equity, Financial Services, Financial Advisory, Investor Relations, Financial Structuring, FINRA, New Business Development, Investment Strategies, Series 63, Investment Advisory, Bloomberg, ETFs, Product Development, Securities, Finance, Corporate Finance, Asset Managment, Real Estate Private..., Private Banking, Investment Management, Trading, Retirement Planning, Financial Markets, Wealth Management..., Fund Of Funds, Retirement, High Net Worth..., Relationship Management, Bloomberg Terminal, Product Management, Product Marketing, Product Strategies, Product Structuring, National Accounts, Key Account Management, Key Account Development, Personal Financial...
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Saint Peter's University
BACHELOR OF SCIENCE, Marketing
Edward Jones Financial Advisor Training Program 2014 — 2014
Financial Advisor, Financial Advisor
Smith Barney Financial Advisor Training Program 2007 — 2008
Financial Advisor, Financial Advisor, Completed Financial Advisor Training and Development
Morgan Stanley Financial Advisor Training Program 2008 — 2009
Financial Advisor, Financial Advisor, Completed the Program
Uppermark
CAIA, Level I
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley Smith Barney 2007 - 2010
Lord, Abbett & Co. LLC 2003 - 2007
Lord, Abbett & Co. LLC 2000 - 2003
Morgan Stanley September 1999 - May 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Bonds, Competitive Analysis, Series 7, Equities, Fixed Income, Investments, Separately Managed..., Private Equity, Financial Services, Financial Advisory, Investor Relations, Financial Structuring, FINRA, New Business Development, Investment Strategies, Series 63, Investment Advisory, Bloomberg, ETFs, Product Development, Securities, Finance, Corporate Finance, Asset Managment, Real Estate Private..., Private Banking, Investment Management, Trading, Retirement Planning, Financial Markets, Wealth Management..., Fund Of Funds, Retirement, High Net Worth..., Relationship Management, Bloomberg Terminal, Product Management, Product Marketing, Product Strategies, Product Structuring, National Accounts, Key Account Management, Key Account Development, Personal Financial...
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Saint Peter's University
BACHELOR OF SCIENCE, Marketing
Edward Jones Financial Advisor Training Program 2014 — 2014
Financial Advisor, Financial Advisor
Smith Barney Financial Advisor Training Program 2007 — 2008
Financial Advisor, Financial Advisor, Completed Financial Advisor Training and Development
Morgan Stanley Financial Advisor Training Program 2008 — 2009
Financial Advisor, Financial Advisor, Completed the Program
Uppermark
CAIA, Level I
Adam Binford's Lord, Abbett & Co. LLC Experience July 2012 - June 2015
Job Intermediary Client Services Artisan Partners
Industry Investment Management
Experience
Artisan Partners July 2015 - Present
Lord, Abbett & Co. LLC July 2012 - June 2015
Education
University of Kentucky
Artisan Partners July 2015 - Present
Lord, Abbett & Co. LLC July 2012 - June 2015
Education
University of Kentucky
Pete Rei's Lord, Abbett & Co. LLC Experience October 2013 - Present
Job Manager of Investment Operations Technology at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
Lord, Abbett & Co. LLC May 2012 - Present
Lord Abbett September 2009 - Present
Lord Abbett September 2006 - July 2010
Lord Abbett September 2002 - September 2006
Lord Abbett June 2000 - September 2003
Alliance Capital Management June 1998 - June 2000
Jemtech Solutions 1996 - 1998
AT&T 1993 - 1995
BMG 1991 - 1993
Skills
Investments, Investment Banking, Equities, Fixed Income, Financial Modeling, Portfolio Management, Bonds, Middle Office, Electronic Trading, Trading, Business Analysis, Derivatives, Credit Derivatives, Trading Systems, Asset Allocation, SDLC, Bloomberg, SQL, Asset Managment, Capital Markets, Mutual Funds, Asset Management
Education
Saint Peter's University 1987 — 1991
Lord, Abbett & Co. LLC October 2013 - Present
Lord, Abbett & Co. LLC May 2012 - Present
Lord Abbett September 2009 - Present
Lord Abbett September 2006 - July 2010
Lord Abbett September 2002 - September 2006
Lord Abbett June 2000 - September 2003
Alliance Capital Management June 1998 - June 2000
Jemtech Solutions 1996 - 1998
AT&T 1993 - 1995
BMG 1991 - 1993
Skills
Investments, Investment Banking, Equities, Fixed Income, Financial Modeling, Portfolio Management, Bonds, Middle Office, Electronic Trading, Trading, Business Analysis, Derivatives, Credit Derivatives, Trading Systems, Asset Allocation, SDLC, Bloomberg, SQL, Asset Managment, Capital Markets, Mutual Funds, Asset Management
Education
Saint Peter's University 1987 — 1991
Jonathan Kingery, CFP's Lord, Abbett & Co. LLC Experience February 2015 - Present
Job Director, Consultant Relations at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC February 2015 - Present
Lord, Abbett & Co. LLC November 2004 - February 2015
Education
University of Delaware
Lord, Abbett & Co. LLC February 2015 - Present
Lord, Abbett & Co. LLC November 2004 - February 2015
Education
University of Delaware
Anthony Jennings's Lord, Abbett & Co. LLC Experience July 2013 - June 2015
Job Investment Management Associate
Industry Investment Management
Experience
BlackRock July 2015 - Present
Lord, Abbett & Co. LLC July 2013 - June 2015
Skills
Microsoft Excel, Access, JavaScript, Bloomberg Terminal, Financial Modeling, Investments, Econometrics
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Finance, Minor in Economics, Finance, General
BlackRock July 2015 - Present
Lord, Abbett & Co. LLC July 2013 - June 2015
Skills
Microsoft Excel, Access, JavaScript, Bloomberg Terminal, Financial Modeling, Investments, Econometrics
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Finance, Minor in Economics, Finance, General
Kelly McKenna Dudzinski's Lord, Abbett & Co. LLC Experience April 2007 - April 2014
Job Financial Services
Industry Financial Services
Experience
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Steve Hanson's Lord, Abbett & Co. LLC Experience 2008 - 2012
Job Institutional Client Service & Marketing
Industry Financial Services
Experience
Axiom International Investors, LLC October 2015 - Present
American Century Investments 2013 - September 2015
Lord, Abbett & Co. LLC 2008 - 2012
Lord, Abbett & Co. LLC 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Skills
Investment Management, Institutional Sales, Public Funds, Consultants, Client Service, Defined Contribution, Variable Annuities
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Candidate for Master of Business Administration (MBA)
University of Central Florida
BSBA, Economics
Axiom International Investors, LLC October 2015 - Present
American Century Investments 2013 - September 2015
Lord, Abbett & Co. LLC 2008 - 2012
Lord, Abbett & Co. LLC 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Skills
Investment Management, Institutional Sales, Public Funds, Consultants, Client Service, Defined Contribution, Variable Annuities
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Candidate for Master of Business Administration (MBA)
University of Central Florida
BSBA, Economics
Dale Ellis's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Middle Office Analyst at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC December 2006 - July 2014
Lordabbett September 2000 - December 2006
New York Life Investment Management August 1998 - September 2000
Skills
Fixed Income, Bloomberg, Mutual Funds, Institutional Accounts, Trading Systems
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC December 2006 - July 2014
Lordabbett September 2000 - December 2006
New York Life Investment Management August 1998 - September 2000
Skills
Fixed Income, Bloomberg, Mutual Funds, Institutional Accounts, Trading Systems
Education
Syracuse University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Alex Blaker's Lord, Abbett & Co. LLC Experience July 2008 - December 2010
Job Purchasing Manager at Miller Blaker Inc.
Industry Construction
Experience
Miller Blaker Inc. December 2010 - Present
Lord, Abbett & Co. LLC July 2008 - December 2010
ISE June 2006 - August 2006
Credit Suisse Securities (USA) LLC May 2006 - June 2006
Tenafly Volunteer Ambulance Corp 2003 - 2006
Roosevelt Investments May 2005 - June 2005
Education
Skidmore College 2004 — 2008
BA, Business & Economics
Miller Blaker Inc. December 2010 - Present
Lord, Abbett & Co. LLC July 2008 - December 2010
ISE June 2006 - August 2006
Credit Suisse Securities (USA) LLC May 2006 - June 2006
Tenafly Volunteer Ambulance Corp 2003 - 2006
Roosevelt Investments May 2005 - June 2005
Education
Skidmore College 2004 — 2008
BA, Business & Economics
Veronica Minukas's Lord, Abbett & Co. LLC Experience May 2015 - Present
Job Chief Human Resources Officer at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC May 2015 - Present
Nikko Asset Management July 2007 - Present
Fidelity Investments 1994 - 2007
Iomega 1986 - 1994
Skills
Succession Planning, Organizational..., Talent Management, Organizational Design, Workforce Planning, Human Resources, Organizational..., Employee Relations, Employee Engagement, Performance Management, 360 Feedback, Leadership Development, Executive Coaching, MBTI, Deferred Compensation, Management, Strategy
Education
The George Washington University - School of Business
Lord, Abbett & Co. LLC May 2015 - Present
Nikko Asset Management July 2007 - Present
Fidelity Investments 1994 - 2007
Iomega 1986 - 1994
Skills
Succession Planning, Organizational..., Talent Management, Organizational Design, Workforce Planning, Human Resources, Organizational..., Employee Relations, Employee Engagement, Performance Management, 360 Feedback, Leadership Development, Executive Coaching, MBTI, Deferred Compensation, Management, Strategy
Education
The George Washington University - School of Business
Karyn McCormack's Lord, Abbett & Co. LLC Experience November 2013 - Present
Job Digital Marketing Producer at Lord, Abbett & Co. LLC
Industry Publishing
Experience
Lord, Abbett & Co. LLC November 2013 - Present
various media companies August 2010 - October 2013
Ballooning Nest Eggs July 2011 - May 2012
McGraw-Hill March 2000 - December 2009
SmartMoney.com March 1998 - March 2000
Financial World magazine January 1997 - March 1998
Money magazine December 1994 - January 1997
USA TODAY September 1992 - December 1994
Skills
Storytelling, Magazines, Editing, Investments, Business Journalism, Content Development, Editorial, Content Strategy, Web Content, Online Publishing, Copy Editing, Breaking News, Publishing, Books, Content Management, Publications, Online Journalism, Journalism, News Writing, AP Style, Freelance Writing, Web Editing, Text Editing
Education
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), English-Journalism
Lord, Abbett & Co. LLC November 2013 - Present
various media companies August 2010 - October 2013
Ballooning Nest Eggs July 2011 - May 2012
McGraw-Hill March 2000 - December 2009
SmartMoney.com March 1998 - March 2000
Financial World magazine January 1997 - March 1998
Money magazine December 1994 - January 1997
USA TODAY September 1992 - December 1994
Skills
Storytelling, Magazines, Editing, Investments, Business Journalism, Content Development, Editorial, Content Strategy, Web Content, Online Publishing, Copy Editing, Breaking News, Publishing, Books, Content Management, Publications, Online Journalism, Journalism, News Writing, AP Style, Freelance Writing, Web Editing, Text Editing
Education
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), English-Journalism
Jason P Goldberg's Lord, Abbett & Co. LLC Experience June 2006 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2006 - Present
Skills
Investments, Management, Mutual Funds, Series 7, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Portfolio Management
Education
State University of New York College at Fredonia
Lord, Abbett & Co. LLC June 2006 - Present
Skills
Investments, Management, Mutual Funds, Series 7, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Portfolio Management
Education
State University of New York College at Fredonia
Eric Michelson's Lord, Abbett & Co. LLC Experience June 2015 - Present
Job Senior Portfolio Management Specialist at Morgan Stanley
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Fedway Associates January 2011 - April 2011
NYC Department of Education April 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - January 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Securities, Financial Analysis, Financial Planners, Financial Services, Asset Managment, Finance
Education
Rutgers Business School 2004 — 2008
New Brunswick, Marketing
Rutgers University-New Brunswick 2004 — 2008
Marketing, Rutgers School of Business- Undergraduate
Lord, Abbett & Co. LLC June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Fedway Associates January 2011 - April 2011
NYC Department of Education April 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - January 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, Investments, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Insurance, Securities, Financial Analysis, Financial Planners, Financial Services, Asset Managment, Finance
Education
Rutgers Business School 2004 — 2008
New Brunswick, Marketing
Rutgers University-New Brunswick 2004 — 2008
Marketing, Rutgers School of Business- Undergraduate
Allison Haupt's Lord, Abbett & Co. LLC Experience April 2015 - Present
Job Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Cristina Mancini's Lord, Abbett & Co. LLC Experience June 2008 - July 2009
Job Technical Cons. Contracts at MetLife
Industry Insurance
Experience
MetLife January 2015 - Present
Pollock & Maguire, LLP September 2012 - January 2015
LG Electronics September 2011 - April 2012
Schwartz & Perry LLP July 2011 - August 2011
Chicago Title Insurance Company May 2011 - July 2011
Wilson Elser January 2011 - April 2011
New York State Unified Court System June 2010 - November 2010
Boies, Schiller & Flexner LLP July 2010 - August 2010
Lord, Abbett & Co. LLC June 2008 - July 2009
Dreier LLP May 2007 - August 2007
Skills
Legal Research, Excel, PowerPoint, Microsoft Office, Westlaw, Lexis
Education
Pace Law School 2009 — 2012
J.D., Law, Cum Laude
Tulane University 2004 — 2008
BA, History Major, Architecture Minor
MetLife January 2015 - Present
Pollock & Maguire, LLP September 2012 - January 2015
LG Electronics September 2011 - April 2012
Schwartz & Perry LLP July 2011 - August 2011
Chicago Title Insurance Company May 2011 - July 2011
Wilson Elser January 2011 - April 2011
New York State Unified Court System June 2010 - November 2010
Boies, Schiller & Flexner LLP July 2010 - August 2010
Lord, Abbett & Co. LLC June 2008 - July 2009
Dreier LLP May 2007 - August 2007
Skills
Legal Research, Excel, PowerPoint, Microsoft Office, Westlaw, Lexis
Education
Pace Law School 2009 — 2012
J.D., Law, Cum Laude
Tulane University 2004 — 2008
BA, History Major, Architecture Minor
Daniel Kirschner's Lord, Abbett & Co. LLC Experience November 2013 - Present
Job Data Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Trust Company of the West June 2012 - August 2012
Trust Company of the West June 2011 - August 2011
Baltusrol Country Club May 2011 - June 2011
KenSAP July 2010 - August 2010
Essex County Country Club May 2007 - July 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Stata, FactSet, PowerPoint, Relative Value, Statistics
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), American History (United States)
Millburn High School 2005 — 2009
Lord, Abbett & Co. LLC November 2013 - Present
Trust Company of the West June 2012 - August 2012
Trust Company of the West June 2011 - August 2011
Baltusrol Country Club May 2011 - June 2011
KenSAP July 2010 - August 2010
Essex County Country Club May 2007 - July 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Stata, FactSet, PowerPoint, Relative Value, Statistics
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), American History (United States)
Millburn High School 2005 — 2009
Buddy Hunt, CMFC's Lord, Abbett & Co. LLC Experience January 2006 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2006 - Present
Education
University of Alabama
Lord, Abbett & Co. LLC January 2006 - Present
Education
University of Alabama
Jeffrey Herzog PhD's Lord, Abbett & Co. LLC Experience June 2013 - Present
Job International Economist at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2013 - Present
Oxford Economics August 2012 - June 2013
BBVA Compass April 2009 - July 2012
Cambridge Review of International Affairs October 2007 - June 2008
University of Cambridge September 2005 - September 2007
Skills
Economics, Macroeconomics, Econometrics, Economic Research, Emerging Markets, Stata, Statistics, Econometric Modeling, Economic Development, R, SAS, Eviews, Political Science, Due Diligence, Banking, Quantitative Research, Quantitative Finance, Rats, Financial Economics, International Economics, Machine Learning, Black Litterman
Education
University of Cambridge 2005 — 2008
PhD
University of Cambridge 2004 — 2005
MPhil
University of Cambridge
MA
Yale University
BA
Andover
Lord, Abbett & Co. LLC June 2013 - Present
Oxford Economics August 2012 - June 2013
BBVA Compass April 2009 - July 2012
Cambridge Review of International Affairs October 2007 - June 2008
University of Cambridge September 2005 - September 2007
Skills
Economics, Macroeconomics, Econometrics, Economic Research, Emerging Markets, Stata, Statistics, Econometric Modeling, Economic Development, R, SAS, Eviews, Political Science, Due Diligence, Banking, Quantitative Research, Quantitative Finance, Rats, Financial Economics, International Economics, Machine Learning, Black Litterman
Education
University of Cambridge 2005 — 2008
PhD
University of Cambridge 2004 — 2005
MPhil
University of Cambridge
MA
Yale University
BA
Andover
JP Saulnier's Lord, Abbett & Co. LLC Experience April 2014 - Present
Job Assistant General Counsel at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2014 - Present
Neuberger Berman April 2012 - April 2014
AllianceBernstein February 2006 - February 2012
Stroock & Stroock & Lavan LLP August 1999 - February 2006
Skills
Mergers, Corporate Governance, Securities, Private Equity, Compliance, Investment Advisory, Operational Risk, Banking, Brokerage, Corporate Law, Joint Ventures, Corporate Finance, Asset Management, Securities Regulation, Legal Compliance
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Law
Trinity College-Hartford 1991 — 1995
B.A., History and Philosophy
Lord, Abbett & Co. LLC April 2014 - Present
Neuberger Berman April 2012 - April 2014
AllianceBernstein February 2006 - February 2012
Stroock & Stroock & Lavan LLP August 1999 - February 2006
Skills
Mergers, Corporate Governance, Securities, Private Equity, Compliance, Investment Advisory, Operational Risk, Banking, Brokerage, Corporate Law, Joint Ventures, Corporate Finance, Asset Management, Securities Regulation, Legal Compliance
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Law
Trinity College-Hartford 1991 — 1995
B.A., History and Philosophy
Hayden Fisher's Lord, Abbett & Co. LLC Experience January 1997 - February 2015
Job Vice President, Regional Manager Broker Dealer at AMG Funds
Industry Investment Management
Experience
AMG Funds March 2015 - Present
Lord, Abbett & Co. LLC January 1997 - February 2015
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
AMG Funds March 2015 - Present
Lord, Abbett & Co. LLC January 1997 - February 2015
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
Jennifer Hsueh's Lord, Abbett & Co. LLC Experience November 2014 - Present
Job Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Financial Analysis, Data Analysis, Bank Reconciliation, General Ledger, Account Reconciliation, Financial Accounting, Retail Banking, Microsoft Word, Sales, Teamwork, Time Management, Research, Social Networking, Social Media, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics, Communication
Lord, Abbett & Co. LLC November 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Event Planning, Financial Analysis, Data Analysis, Bank Reconciliation, General Ledger, Account Reconciliation, Financial Accounting, Retail Banking, Microsoft Word, Sales, Teamwork, Time Management, Research, Social Networking, Social Media, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics, Communication
Stephen Baird, CFP®'s Lord, Abbett & Co. LLC Experience June 2008 - October 2014
Job Director of National Accounts & Sales Director
Industry Financial Services
Experience
Harborside Group January 2015 - Present
Lord, Abbett & Co. LLC June 2008 - October 2014
ATEL Secutities Corporation February 2007 - March 2008
Investment Professionals, Inc. 2006 - 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts
Education
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Harborside Group January 2015 - Present
Lord, Abbett & Co. LLC June 2008 - October 2014
ATEL Secutities Corporation February 2007 - March 2008
Investment Professionals, Inc. 2006 - 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts
Education
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Robert J. Noelke, CIMA's Lord, Abbett & Co. LLC Experience 1989 - Present
Job Partner at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC 1989 - Present
Education
University of Illinois at Urbana-Champaign
Lord, Abbett & Co. LLC 1989 - Present
Education
University of Illinois at Urbana-Champaign
Sean Tully, CRPC@'s Lord, Abbett & Co. LLC Experience December 1997 - August 2001
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Merrill Lynch November 2007 - September 2012
UBS Wealth Management December 2002 - December 2007
Lord, Abbett & Co. LLC December 1997 - August 2001
Education
Richard Stockton College of New Jersey 1993 — 1995
Bachelor of Science, Chemistry
Columbia High School 1986 — 1990
Ameriprise Financial Services, Inc. October 2012 - Present
Merrill Lynch November 2007 - September 2012
UBS Wealth Management December 2002 - December 2007
Lord, Abbett & Co. LLC December 1997 - August 2001
Education
Richard Stockton College of New Jersey 1993 — 1995
Bachelor of Science, Chemistry
Columbia High School 1986 — 1990
Jonathan Galbo's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Business Analyst at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett January 2013 - October 2014
AXA Advisors January 2012 - April 2012
Capstone January 2012 - April 2012
Kids Beating Cancer August 2010 - December 2010
Skills
Budget, Finance, Microsoft Office, Market Research, Customer Service, Research, Strategic Planning, Organization, Highly detail oriented, Data Analysis, Analysis, Databases, Data Entry, Data Mining, Trade Finance, Reporting & Analysis, Discrepancy Resolution, Expenses, Financial Analysis, Business Analysis, Corporate Finance, Statistics, Financial Modeling, Microsoft Excel, Budgets, Leadership
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Finance, General, 3.6
Valencia Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration, 3.4
Brian Daley's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job RIA Specialist at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - October 2014
Trillium Trading September 2010 - September 2012
Skills
Equities, Securities, Investments, Trading, Equity Research
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S. Finance/Economics, Finance, Economics
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - October 2014
Trillium Trading September 2010 - September 2012
Skills
Equities, Securities, Investments, Trading, Equity Research
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S. Finance/Economics, Finance, Economics
Benjamin Bratton's Lord, Abbett & Co. LLC Experience 2007 - 2009
Job Workshop Coordinator at Lean Startup Machine
Industry Financial Services
Experience
Fencing 101, LLC March 2013 - Present
Sabre88 August 2012 - Present
Public Works June 2013 - September 2013
Lean Startup Machine October 2012 - May 2013
The Peter Westbrook Foundation 2009 - 2013
Lord, Abbett & Co. LLC 2007 - 2009
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, Social Media, Public Speaking, Teaching, English, Market Research, Nonprofits, Public Relations, Training
Education
St. John's University 2003 — 2007
Bachelors of Science, Psychology, 3.26
Fencing 101, LLC March 2013 - Present
Sabre88 August 2012 - Present
Public Works June 2013 - September 2013
Lean Startup Machine October 2012 - May 2013
The Peter Westbrook Foundation 2009 - 2013
Lord, Abbett & Co. LLC 2007 - 2009
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Strategic Planning, Editing, Social Media, Public Speaking, Teaching, English, Market Research, Nonprofits, Public Relations, Training
Education
St. John's University 2003 — 2007
Bachelors of Science, Psychology, 3.26
Shannon Huang's Lord, Abbett & Co. LLC Experience May 2012 - Present
Job Associate Director at Lord, Abbett & Co. LLC
Industry Marketing and Advertising
Experience
Lord, Abbett & Co. LLC May 2012 - Present
Catalina Marketing December 2008 - May 2012
Harte-Hanks November 2007 - December 2008
ImpactRx June 2006 - November 2007
Skills
SAS, Statistical Modeling, Data Mining, Analytics, Predictive Modeling, Segmentation, SPSS, Statistics, Quantitative Analytics, Logistic Regression, Market Research, Predictive Analytics, Customer Insight, Data Analysis, Marketing Research, Analysis
Education
Rutgers University 2005 — 2006
Master, Statistics, 4.0/4.0
Lord, Abbett & Co. LLC May 2012 - Present
Catalina Marketing December 2008 - May 2012
Harte-Hanks November 2007 - December 2008
ImpactRx June 2006 - November 2007
Skills
SAS, Statistical Modeling, Data Mining, Analytics, Predictive Modeling, Segmentation, SPSS, Statistics, Quantitative Analytics, Logistic Regression, Market Research, Predictive Analytics, Customer Insight, Data Analysis, Marketing Research, Analysis
Education
Rutgers University 2005 — 2006
Master, Statistics, 4.0/4.0
Shayyiq Sadique's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Associate Regional Associate at Lord, Abbett & Co. LLC
Industry Investment Banking
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Richard C. Lokhnauth's Lord, Abbett & Co. LLC Experience December 2004 - February 2010
Job Real Estate
Industry Financial Services
Experience
ERA Grizzard Real Estate July 2015 - Present
Self-Employed July 2014 - Present
Citigroup March 2012 - June 2014
Talbert & Talbert, LLC. May 2010 - March 2012
Lord, Abbett & Co. LLC December 2004 - February 2010
Creative Network Systems, Marketing Technology Solutions 2003 - 2004
American Express 2000 - 2002
Wall Street March 1996 - March 2000
Skills
Program Management, Project Management, Management, Cross-functional Team..., Marketing Communications, Marketing, Quality Assurance, Strategic Planning, Strategy, Process Improvement, Human Resources, Advertising, SharePoint, Analysis, Project Planning, Business Analysis, Vendor Management
Education
State University of New York Empire State College
Business Management & Economics, Business, Management, Marketing, and Related Support Services
Career Education International Group 1997 — 1998
Certified, MS Office Application
ERA Grizzard Real Estate July 2015 - Present
Self-Employed July 2014 - Present
Citigroup March 2012 - June 2014
Talbert & Talbert, LLC. May 2010 - March 2012
Lord, Abbett & Co. LLC December 2004 - February 2010
Creative Network Systems, Marketing Technology Solutions 2003 - 2004
American Express 2000 - 2002
Wall Street March 1996 - March 2000
Skills
Program Management, Project Management, Management, Cross-functional Team..., Marketing Communications, Marketing, Quality Assurance, Strategic Planning, Strategy, Process Improvement, Human Resources, Advertising, SharePoint, Analysis, Project Planning, Business Analysis, Vendor Management
Education
State University of New York Empire State College
Business Management & Economics, Business, Management, Marketing, and Related Support Services
Career Education International Group 1997 — 1998
Certified, MS Office Application
Steven Matz's Lord, Abbett & Co. LLC Experience June 2006 - August 2006
Job Enterprise Proposal Manager
Industry Marketing and Advertising
Experience
Percolate Inc. October 2015 - Present
Accenture January 2012 - September 2015
Kaufman Rossin Fund Services August 2010 - December 2011
Kaufman Rossin Fund Services December 2008 - August 2010
Kaufman Rossin Fund Services September 2007 - December 2008
Lord, Abbett & Co. LLC June 2006 - August 2006
Skills
Financial Analysis, Investments, Due Diligence, Corporate Development, Portfolio Management, Equities, Corporate Finance, Financial Modeling, Microsoft Office, Asset Managment, Financial Reporting, Valuation, Accounting, Hedge Funds, Sales, Bloomberg, Finance, Asset Management
Education
University of Florida 2003 — 2007
BA, Finance
Miami Killian Senior High 1999 — 2003
Percolate Inc. October 2015 - Present
Accenture January 2012 - September 2015
Kaufman Rossin Fund Services August 2010 - December 2011
Kaufman Rossin Fund Services December 2008 - August 2010
Kaufman Rossin Fund Services September 2007 - December 2008
Lord, Abbett & Co. LLC June 2006 - August 2006
Skills
Financial Analysis, Investments, Due Diligence, Corporate Development, Portfolio Management, Equities, Corporate Finance, Financial Modeling, Microsoft Office, Asset Managment, Financial Reporting, Valuation, Accounting, Hedge Funds, Sales, Bloomberg, Finance, Asset Management
Education
University of Florida 2003 — 2007
BA, Finance
Miami Killian Senior High 1999 — 2003
Christopher Guglielmo's Lord, Abbett & Co. LLC Experience March 2011 - January 2015
Job Portfolio Administrator at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2011 - January 2015
Costco Wholesale November 2008 - October 2013
A Taste of Honey December 2003 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Equities, Foreign Exchange, Financial Analysis, Lotus Notes, BlackRock Aladdin, DTC, PAM for Securities, APL/DML, HTML, BASIC, Bloomberg Terminal, Account Reconciliation, Testing, Munis, Forklift Operation, Client Services, Leadership, Employee Training, Bank Loans, Securities Lending
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
Bachelor of Science (BS), Finance, 3.6 Major Index
Lord, Abbett & Co. LLC March 2011 - January 2015
Costco Wholesale November 2008 - October 2013
A Taste of Honey December 2003 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Equities, Foreign Exchange, Financial Analysis, Lotus Notes, BlackRock Aladdin, DTC, PAM for Securities, APL/DML, HTML, BASIC, Bloomberg Terminal, Account Reconciliation, Testing, Munis, Forklift Operation, Client Services, Leadership, Employee Training, Bank Loans, Securities Lending
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2009
Bachelor of Science (BS), Finance, 3.6 Major Index
Jeff Lozier's Lord, Abbett & Co. LLC Experience July 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2008 - Present
Education
University of Kansas
Lord, Abbett & Co. LLC July 2008 - Present
Education
University of Kansas
Kefeng Ying's Lord, Abbett & Co. LLC Experience July 2014 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC July 2014 - Present
Credit Agricole October 2000 - July 2014
DLJ April 2000 - October 2000
Republic National Bank May 1999 - April 2000
Lehman Brothers 1997 - 1999
Skills
SQL, Data Warehousing, Performance Tuning, Databases, Oracle, Unix, Business Analysis, Sybase, SDLC, Oracle E-Business Suite, RMAN, Integration, Disaster Recovery, IT Strategy, Oracle Applications, Database Administration, Sybase Adaptive Server, Microsoft SQL Server, Oracle Enterprise...
Education
The Johns Hopkins University 1987 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC July 2014 - Present
Credit Agricole October 2000 - July 2014
DLJ April 2000 - October 2000
Republic National Bank May 1999 - April 2000
Lehman Brothers 1997 - 1999
Skills
SQL, Data Warehousing, Performance Tuning, Databases, Oracle, Unix, Business Analysis, Sybase, SDLC, Oracle E-Business Suite, RMAN, Integration, Disaster Recovery, IT Strategy, Oracle Applications, Database Administration, Sybase Adaptive Server, Microsoft SQL Server, Oracle Enterprise...
Education
The Johns Hopkins University 1987 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
Anna Glantz's Lord, Abbett & Co. LLC Experience 2004 - 2005
Job Executive Assistant
Industry Financial Services
Experience
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Adrian Budny's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Client Service Specialist at Lord, Abbett & Co. LLC
Industry Banking
Experience
Lord, Abbett & Co. LLC October 2014 - Present
JPMorgan Chase November 2013 - October 2014
TD May 2012 - October 2013
Skills
Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Microsoft Word, Mortgage Lending, Retail Banking, Life & Health Insurance..., Sales, Customer Satisfaction, Commercial Banking
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelors of Science, Finance
BHS
BHS
Lord, Abbett & Co. LLC October 2014 - Present
JPMorgan Chase November 2013 - October 2014
TD May 2012 - October 2013
Skills
Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Microsoft Word, Mortgage Lending, Retail Banking, Life & Health Insurance..., Sales, Customer Satisfaction, Commercial Banking
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelors of Science, Finance
BHS
BHS
Kimberly Curbelo's Lord, Abbett & Co. LLC Experience September 2005 - Present
Job Associate Director of Due Diligence at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2005 - Present
Skills
Series 7, Series 66, Excel, PowerPoint, Word, Microsoft Office, Mutual Funds, Client Service
Education
University of Florida
BSBA, Economics, Spanish
Lord, Abbett & Co. LLC September 2005 - Present
Skills
Series 7, Series 66, Excel, PowerPoint, Word, Microsoft Office, Mutual Funds, Client Service
Education
University of Florida
BSBA, Economics, Spanish
Jennifer Chase's Lord, Abbett & Co. LLC Experience March 2006 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2006 - Present
Education
State University of New York College at Fredonia
Lord, Abbett & Co. LLC March 2006 - Present
Education
State University of New York College at Fredonia
Jason Saas, CIMA's Lord, Abbett & Co. LLC Experience June 2001 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2001 - Present
Education
University of Colorado at Boulder
Lord, Abbett & Co. LLC June 2001 - Present
Education
University of Colorado at Boulder
Michael Surbrug's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Relationship Consultant, Strategic Relationship Group at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett & Co., LLC June 2003 - Present
Skills
Investments, Series 7, Mutual Funds, Asset Management, Securities, Equities, Wealth Management, Fixed Income, Series 63, Asset Allocation
Education
University of Delaware 1997 — 2000
University of Delaware 1997 — 2000
Bachelor of Science (B.S.)
Lord, Abbett & Co. LLC October 2014 - Present
Lord Abbett & Co., LLC June 2003 - Present
Skills
Investments, Series 7, Mutual Funds, Asset Management, Securities, Equities, Wealth Management, Fixed Income, Series 63, Asset Allocation
Education
University of Delaware 1997 — 2000
University of Delaware 1997 — 2000
Bachelor of Science (B.S.)
Paris Adler's Lord, Abbett & Co. LLC Experience August 2013 - Present
Job Client Information Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2013 - Present
Skills
Data Analysis, Research, PowerPoint, Microsoft Office, Public Speaking, Editing
Education
Tufts University 2008 — 2012
Bachelor’s Degree, Quantitative Economics
Lord, Abbett & Co. LLC August 2013 - Present
Skills
Data Analysis, Research, PowerPoint, Microsoft Office, Public Speaking, Editing
Education
Tufts University 2008 — 2012
Bachelor’s Degree, Quantitative Economics
Matthew Thannisch's Lord, Abbett & Co. LLC Experience 2005 - 2009
Job Licensed Public Adjuster | Professional Loss Consultant
Industry Insurance
Experience
Beneke/Adjusters International 2009 - Present
Lord, Abbett & Co. LLC 2005 - 2009
Skills
Management Consulting, Contract Negotiation, Risk Management, Strategic Planning, Finance, Policy, Insurance, Program Management, Business Development
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
Beneke/Adjusters International 2009 - Present
Lord, Abbett & Co. LLC 2005 - 2009
Skills
Management Consulting, Contract Negotiation, Risk Management, Strategic Planning, Finance, Policy, Insurance, Program Management, Business Development
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
Cynthia Washinton's Lord, Abbett & Co. LLC Experience November 1999 - August 2000
Job Financial Services Professional
Industry Financial Services
Experience
AXA Equitable 2006 - 2007
Lord, Abbett & Co. LLC November 1999 - August 2000
Morgan Stanley October 1996 - November 1999
The Portfolio Group (Sudsidiary of Chemical Bank) March 1990 - March 1996
Chemical Bank August 1987 - March 1990
Skills
Superior Client Service, Account Reconciliation, investment operations, Analytical Skills, able to resolve issues, institutional and asset..., works well in pressured...
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
AXA Equitable 2006 - 2007
Lord, Abbett & Co. LLC November 1999 - August 2000
Morgan Stanley October 1996 - November 1999
The Portfolio Group (Sudsidiary of Chemical Bank) March 1990 - March 1996
Chemical Bank August 1987 - March 1990
Skills
Superior Client Service, Account Reconciliation, investment operations, Analytical Skills, able to resolve issues, institutional and asset..., works well in pressured...
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Dylan Stout'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
Texas Christian University
Lord, Abbett & Co. LLC July 2013 - Present
Education
Texas Christian University
Connor Fitzgerald'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
University of Delaware
Lord, Abbett & Co. LLC July 2013 - Present
Education
University of Delaware
david emmerich's Lord, Abbett & Co. LLC Experience equity traderLord, Abbett & Co. LLCApril 2002 - Present
Job Equity Trader at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC equity traderLord, Abbett & Co. LLCApril 2002 - Present
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
St. John's University 1994 — 1998
Economics
Lord, Abbett & Co. LLC equity traderLord, Abbett & Co. LLCApril 2002 - Present
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
St. John's University 1994 — 1998
Economics
Christine Cheung's Lord, Abbett & Co. LLC Experience July 2003 - March 2005
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Citi July 2007 - February 2014
Dresdner Kleinwort Wasserstein June 2006 - July 2007
Dresdner Kleinwort Wasserstein March 2005 - June 2006
Lord, Abbett & Co. LLC July 2003 - March 2005
Skills
Banking, Financial Services, Equities, Derivatives, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Risk Management
Education
State University of New York at Buffalo - School of Management
Wells Fargo Securities October 2014 - Present
Citi July 2007 - February 2014
Dresdner Kleinwort Wasserstein June 2006 - July 2007
Dresdner Kleinwort Wasserstein March 2005 - June 2006
Lord, Abbett & Co. LLC July 2003 - March 2005
Skills
Banking, Financial Services, Equities, Derivatives, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Risk Management
Education
State University of New York at Buffalo - School of Management
Aubrey Sanders's Lord, Abbett & Co. LLC Experience July 2008 - November 2010
Job Student at Stanford University Graduate School of Business
Industry
Experience
Midway Growth Partners 2011 - 2012
Florentine Films 2011 - 2011
Lord, Abbett & Co. LLC July 2008 - November 2010
Education
Stanford University Graduate School of Business 2013 — 2015
MBA/MS E-IPER Candidate at Stanford Graduate School of Business
University of Virginia 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Midway Growth Partners 2011 - 2012
Florentine Films 2011 - 2011
Lord, Abbett & Co. LLC July 2008 - November 2010
Education
Stanford University Graduate School of Business 2013 — 2015
MBA/MS E-IPER Candidate at Stanford Graduate School of Business
University of Virginia 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Adam Whitman'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
Syracuse University
Bachelor's Degree
Lord, Abbett & Co. LLC July 2014 - Present
Education
Syracuse University
Bachelor's Degree
Robert Binford'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
University of Kentucky 2007 — 2011
Lord, Abbett & Co. LLC July 2012 - Present
Education
University of Kentucky 2007 — 2011
Nicole Sandberg's Lord, Abbett & Co. LLC Experience May 2013 - Present
Job Director, Marketing Communications at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC May 2013 - Present
Lord, Abbett & Co. LLC November 2009 - May 2013
Lord, Abbett & Co. LLC July 2009 - November 2009
Lord, Abbett & Co. LLC April 2007 - July 2009
Lord, Abbett & Co. LLC November 2006 - April 2007
Rutgers University September 2004 - May 2006
Skills
Series 7, Series 66, Asset Management, Digital Marketing, Project Management, Marketing, Marketing Communications, Mutual Funds
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Communication, General
Lord, Abbett & Co. LLC May 2013 - Present
Lord, Abbett & Co. LLC November 2009 - May 2013
Lord, Abbett & Co. LLC July 2009 - November 2009
Lord, Abbett & Co. LLC April 2007 - July 2009
Lord, Abbett & Co. LLC November 2006 - April 2007
Rutgers University September 2004 - May 2006
Skills
Series 7, Series 66, Asset Management, Digital Marketing, Project Management, Marketing, Marketing Communications, Mutual Funds
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Communication, General
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