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
Dennis MacDonald Dennis MacDonald's Lord, Abbett & Co. LLC Experience January 1998 - January 2001
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Delaware Investments, a member of the Macquarie Group January 2012 - Present
Congress Asset Management November 2010 - January 2012
Trust Company of the West May 2008 - September 2010
John Hancock Funds February 2001 - April 2008
Lord Abbett & Co. LLC January 1998 - January 2001
JPMorgan Chase (formerly Great Western Financial) September 1995 - December 1997
Merrill Lynch January 1991 - September 1995
Skills
Separately Managed..., Mutual Funds, Asset Managment, Fixed Income, Investments, Asset Management, Equities, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Securities, Hedge Funds, Series 63
Education
University of Colorado at Boulder 1986 — 1990
Bachelor's degree, Bachelor of Arts
Cherry Creek High School 1983 — 1986
Jeremy Kaufmann Jeremy Kaufmann's Lord, Abbett & Co. LLC Experience June 2008 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2008 - Present
Education
University of South Florida
Lord, Abbett & Co. LLC June 2008 - Present
Education
University of South Florida
Kelsey Hasterlik Kelsey Hasterlik's Lord, Abbett & Co. LLC Experience March 2012 - October 2013
Job Shopoff Realty Investments
Industry Financial Services
Experience
Shopoff Realty Investments August 2015 - Present
NorthStar Securities, LLC November 2013 - July 2015
Lord, Abbett & Co. LLC March 2012 - October 2013
Skills
Investments, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Consulting, Microsoft Excel, Strategic Partnerships, Separately Managed..., ETFs, Investment Management, Securities, Retirement Planning, Investment Advisory, Marketing Strategy, Social Media, Employee Benefits, Strategy, Outlook, Sales, Series 65, Financial Services, FINRA, Wealth Management..., Customer Service, Barre Forte, Level One..., United States Parachute...
Education
The University of Montana 2006 — 2010
Bachelor of Science (BS), Finance, General
Shopoff Realty Investments August 2015 - Present
NorthStar Securities, LLC November 2013 - July 2015
Lord, Abbett & Co. LLC March 2012 - October 2013
Skills
Investments, Series 7, Series 63, Financial Analysis, Uniform Combined State..., Fixed Income, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies, Consulting, Microsoft Excel, Strategic Partnerships, Separately Managed..., ETFs, Investment Management, Securities, Retirement Planning, Investment Advisory, Marketing Strategy, Social Media, Employee Benefits, Strategy, Outlook, Sales, Series 65, Financial Services, FINRA, Wealth Management..., Customer Service, Barre Forte, Level One..., United States Parachute...
Education
The University of Montana 2006 — 2010
Bachelor of Science (BS), Finance, General
Patricia Ricco Patricia Ricco's Lord, Abbett & Co. LLC Experience December 2014 - Present
Job Associate Director, Event Planning
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC April 2013 - December 2014
First Class Educators August 2012 - February 2013
Yuk To Kids March 2012 - July 2012
Yumi, Neo Asian Cuisine and Sushi June 2005 - August 2011
Skills
Social Media, Trade Shows, Event Planning, Large-scale Event..., Marketing Event Planning, Content Writing, Administrative Functions, Client Relations Skills, Digital Marketing, Highly personable, Social Media Marketing, Social Networking, Facebook, Blogging, Sales, Advertising, Online Marketing, WordPress, Strategy, Customer Satisfaction, Public Speaking, Management, Large Scale Events, Google Analytics
Education
University of Rhode Island
University of Sydney
Lord, Abbett & Co. LLC December 2014 - Present
Lord, Abbett & Co. LLC April 2013 - December 2014
First Class Educators August 2012 - February 2013
Yuk To Kids March 2012 - July 2012
Yumi, Neo Asian Cuisine and Sushi June 2005 - August 2011
Skills
Social Media, Trade Shows, Event Planning, Large-scale Event..., Marketing Event Planning, Content Writing, Administrative Functions, Client Relations Skills, Digital Marketing, Highly personable, Social Media Marketing, Social Networking, Facebook, Blogging, Sales, Advertising, Online Marketing, WordPress, Strategy, Customer Satisfaction, Public Speaking, Management, Large Scale Events, Google Analytics
Education
University of Rhode Island
University of Sydney
Chad LaTour Chad LaTour's Lord, Abbett & Co. LLC Experience August 2012 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Education
University of Minnesota-Duluth
Lord, Abbett & Co. LLC August 2012 - Present
Education
University of Minnesota-Duluth
Jon Flynn, CIMA®'s Lord, Abbett & Co. LLC Experience March 2003 - December 2012
Job Vice President Pacific Northwest Sales Director at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management December 2012 - Present
Lord Abbett & Co., LLC March 2003 - December 2012
Skills
Investments, Mutual Funds, Asset Management, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Management, Asset Allocation, Investment Advisory
Education
Saint Joseph's University
University of Pennsylvania - The Wharton School
First Eagle Investment Management December 2012 - Present
Lord Abbett & Co., LLC March 2003 - December 2012
Skills
Investments, Mutual Funds, Asset Management, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Management, Asset Allocation, Investment Advisory
Education
Saint Joseph's University
University of Pennsylvania - The Wharton School
Jacquelin Lane Jacquelin Lane's Lord, Abbett & Co. LLC Experience September 2007 - April 2010
Job SAP Procurement Specialist at Diesel
Industry Apparel & Fashion
Experience
Diesel October 2011 - Present
DIESEL USA, INC October 2011 - Present
Wells Fargo Home Mortgage May 2011 - September 2011
Samsung Electronics March 2011 - April 2011
Wells Fargo Home Mortgage May 2010 - January 2011
LORD ABBETT & CO. LLC September 2007 - April 2010
FORREST COUNTY BOARD OF EDUCATION August 2003 - June 2007
RANDOM HOUSE INC January 1997 - March 2003
ADP AUTOMATIC DATA PROCESSING February 1993 - November 1997
Education
The University of Southern Mississippi
B.S, Business Technology
Pearl River College
A.A, Business Office Technology
Diesel October 2011 - Present
DIESEL USA, INC October 2011 - Present
Wells Fargo Home Mortgage May 2011 - September 2011
Samsung Electronics March 2011 - April 2011
Wells Fargo Home Mortgage May 2010 - January 2011
LORD ABBETT & CO. LLC September 2007 - April 2010
FORREST COUNTY BOARD OF EDUCATION August 2003 - June 2007
RANDOM HOUSE INC January 1997 - March 2003
ADP AUTOMATIC DATA PROCESSING February 1993 - November 1997
Education
The University of Southern Mississippi
B.S, Business Technology
Pearl River College
A.A, Business Office Technology
Elizabeth A. Coit Elizabeth A. Coit's Lord, Abbett & Co. LLC Experience June 2011 - Present
Job Administrative Assistant at Lord Abbett & Co
Industry Investment Management
Experience
Lord Abbett & Co. LLC June 2011 - Present
Syracuse University November 2006 - December 2010
The Trump Organization May 2010 - July 2010
USI Insurance Company May 2009 - August 2009
Bloomberg May 2008 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, SAP, Event Planning, Data Analysis, Access, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Supply Chain Management & Marketing Management
The American University in Cairo 2009 — 2009
Study Abroad, Management
Lord Abbett & Co. LLC June 2011 - Present
Syracuse University November 2006 - December 2010
The Trump Organization May 2010 - July 2010
USI Insurance Company May 2009 - August 2009
Bloomberg May 2008 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, SAP, Event Planning, Data Analysis, Access, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Supply Chain Management & Marketing Management
The American University in Cairo 2009 — 2009
Study Abroad, Management
Alison McIntyre Alison McIntyre's Lord, Abbett & Co. LLC Experience July 2012 - February 2014
Job Account Executive at Prosek Partners
Industry Investment Management
Experience
Prosek Partners January 2015 - Present
Morgan Stanley February 2014 - June 2014
Lord Abbett & Co. LLC July 2012 - February 2014
M&C Saatchi August 2011 - May 2012
Lawlor Media Group May 2011 - August 2011
Marie Claire November 2010 - February 2011
Skills
Marketing Communications, Public Relations, Editorial, Sports Marketing, Marketing, Journalism, PowerPoint, Series 7, Equities, Asset Management, Asset Allocation, Hedge Funds, Securities, Press Releases, Cision, Fashion, Microsoft Office, Social Media, Microsoft Excel, Facebook
Education
Fordham University 2008 — 2012
BA, Communications, Marketing, Broadcasting, Media Studies, etc.
Glen Rock High School 2004 — 2008
Prosek Partners January 2015 - Present
Morgan Stanley February 2014 - June 2014
Lord Abbett & Co. LLC July 2012 - February 2014
M&C Saatchi August 2011 - May 2012
Lawlor Media Group May 2011 - August 2011
Marie Claire November 2010 - February 2011
Skills
Marketing Communications, Public Relations, Editorial, Sports Marketing, Marketing, Journalism, PowerPoint, Series 7, Equities, Asset Management, Asset Allocation, Hedge Funds, Securities, Press Releases, Cision, Fashion, Microsoft Office, Social Media, Microsoft Excel, Facebook
Education
Fordham University 2008 — 2012
BA, Communications, Marketing, Broadcasting, Media Studies, etc.
Glen Rock High School 2004 — 2008
Noah Petrucci, CFA Noah Petrucci, CFA's Lord, Abbett & Co. LLC Experience September 2012 - Present
Job Portfolio Manager at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Derek McDonald's Lord, Abbett & Co. LLC Experience June 2013 - May 2015
Job Business Development Representative at Salesforce
Industry Financial Services
Experience
Salesforce September 2015 - Present
Lord, Abbett & Co. LLC June 2013 - May 2015
Lord Abbett & Co. LLC January 2012 - June 2013
HighTower Advisors February 2011 - May 2011
Wells Fargo Advisors August 2010 - December 2010
KJ Woods Construction May 2009 - August 2009
Skills
Access, Investments, Equities, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, FINRA, Adobe Acrobat, Business Objects, Public Speaking, Spanish, Accounting, Bloomberg, Financial Analysis, Portfolio Management, Word, Series 7, Series 66, Risk Management, Economics, Microsoft Word, Social Media, Asset Allocation, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Management
Education
Fordham University 2008 — 2011
Bachelors of Science, Business Administration
Saint Joseph's University 2007 — 2008
St. Ignatius College Preparatory 2003 — 2007
Salesforce September 2015 - Present
Lord, Abbett & Co. LLC June 2013 - May 2015
Lord Abbett & Co. LLC January 2012 - June 2013
HighTower Advisors February 2011 - May 2011
Wells Fargo Advisors August 2010 - December 2010
KJ Woods Construction May 2009 - August 2009
Skills
Access, Investments, Equities, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, FINRA, Adobe Acrobat, Business Objects, Public Speaking, Spanish, Accounting, Bloomberg, Financial Analysis, Portfolio Management, Word, Series 7, Series 66, Risk Management, Economics, Microsoft Word, Social Media, Asset Allocation, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Management
Education
Fordham University 2008 — 2011
Bachelors of Science, Business Administration
Saint Joseph's University 2007 — 2008
St. Ignatius College Preparatory 2003 — 2007
Sam Roukas Sam Roukas's Lord, Abbett & Co. LLC Experience May 2007 - August 2008
Job Media Supervisor at Neo@Ogilvy
Industry Marketing and Advertising
Experience
Neo@Ogilvy September 2015 - Present
MODCo Media August 2014 - September 2015
Essence July 2012 - August 2014
Hudson Crossing April 2011 - July 2012
Jesup & Lamont December 2009 - May 2010
Lord Abbett & Co. LLC May 2007 - August 2008
Skills
comScore, DoubleClick, Media Buying, Campaign Management, Advertising, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, AdSafe, Pivot Tables, Google Adwords
Education
New York University 2006 — 2010
Bachelor's degree, History, Political Science, 3.1
Baruch College 2011 — 2012
Certificate program, continuing & professional studies, Marketing Strategy, 3.9
Neo@Ogilvy September 2015 - Present
MODCo Media August 2014 - September 2015
Essence July 2012 - August 2014
Hudson Crossing April 2011 - July 2012
Jesup & Lamont December 2009 - May 2010
Lord Abbett & Co. LLC May 2007 - August 2008
Skills
comScore, DoubleClick, Media Buying, Campaign Management, Advertising, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, AdSafe, Pivot Tables, Google Adwords
Education
New York University 2006 — 2010
Bachelor's degree, History, Political Science, 3.1
Baruch College 2011 — 2012
Certificate program, continuing & professional studies, Marketing Strategy, 3.9
William Andrews William Andrews's Lord, Abbett & Co. LLC Experience September 2011 - Present
Job Digital Content Editor at Lord Abbett & Co. LLC
Industry Publishing
Experience
Lord Abbett & Co. LLC September 2011 - Present
Bloomberg Businessweek May 1999 - November 2010
Standard & Poor's November 1997 - May 1999
Standard & Poor's April 1992 - November 1997
Standard & Poor's July 1983 - April 1992
Education
University at Albany, SUNY 1978 — 1982
B.A., English
Lord Abbett & Co. LLC September 2011 - Present
Bloomberg Businessweek May 1999 - November 2010
Standard & Poor's November 1997 - May 1999
Standard & Poor's April 1992 - November 1997
Standard & Poor's July 1983 - April 1992
Education
University at Albany, SUNY 1978 — 1982
B.A., English
Brandon Mallette Brandon Mallette's Lord, Abbett & Co. LLC Experience November 2006 - Present
Job Portfolio Specialist for Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC November 2006 - Present
Education
Ithaca College
Lord Abbett & Co. LLC November 2006 - Present
Education
Ithaca College
Marek Mezyk Marek Mezyk's Lord, Abbett & Co. LLC Experience October 2012 - May 2015
Job Institutional Fund Client Service Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Lord Abbett & Co. LLC October 2012 - May 2015
Fidelity Investments March 2012 - September 2012
Fidelity Investments May 2004 - February 2012
City of Edison Mayor’s Office January 2003 - January 2004
Skills
Financial Operations, Financial Systems, Business Analysis, Polish, Financial Risk, Portfolio Risk, Series 7, Photoshop, Lightroom, Lifestyle Photography, Street Photography, Environmental..., Digital Photography, Analog Photography, Stock Trading, DTC, ACATS, Database Monitoring, Mutual Funds, FundSERV, Computer Science, SQL, Series 63, Series 65, FINRA, Retirement Planning, Fixed Income, Customer Service, Equities, Asset Management, Financial Services, Securities, Asset Allocation, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley June 2015 - Present
Lord Abbett & Co. LLC October 2012 - May 2015
Fidelity Investments March 2012 - September 2012
Fidelity Investments May 2004 - February 2012
City of Edison Mayor’s Office January 2003 - January 2004
Skills
Financial Operations, Financial Systems, Business Analysis, Polish, Financial Risk, Portfolio Risk, Series 7, Photoshop, Lightroom, Lifestyle Photography, Street Photography, Environmental..., Digital Photography, Analog Photography, Stock Trading, DTC, ACATS, Database Monitoring, Mutual Funds, FundSERV, Computer Science, SQL, Series 63, Series 65, FINRA, Retirement Planning, Fixed Income, Customer Service, Equities, Asset Management, Financial Services, Securities, Asset Allocation, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Jannette Santos, CPP's Lord, Abbett & Co. LLC Experience October 2000 - May 2009
Job Payroll Specialist at Jane Street Group LLC
Industry Human Resources
Experience
Jane Street Group LLC June 2013 - Present
Teachers College, Columbia University December 2011 - May 2013
Macquarie Group June 2009 - December 2011
Lord, Abbett & Co. LLC October 2000 - May 2009
Bessemer Trust November 1992 - October 2000
Skills
Payroll, Benefits, Employee Benefits, Compliance, Multi-state Payroll, Accounts Payable, Excel, Word, Access, Microsoft Excel, PeopleSoft, HRIS, Human Resources, Microsoft Word, Multi-State Sales Tax, ADP Payroll, Vendor Management, Training, Process Improvement, Management, Finance, Account Reconciliation, Performance Management
Education
University of Phoenix 2002 — 2004
MBA, Accounting
N.Y. Institute of Technology BS Architecture 1979 — 1984
Bachelor of Science (B.S.), Architecture
Jane Street Group LLC June 2013 - Present
Teachers College, Columbia University December 2011 - May 2013
Macquarie Group June 2009 - December 2011
Lord, Abbett & Co. LLC October 2000 - May 2009
Bessemer Trust November 1992 - October 2000
Skills
Payroll, Benefits, Employee Benefits, Compliance, Multi-state Payroll, Accounts Payable, Excel, Word, Access, Microsoft Excel, PeopleSoft, HRIS, Human Resources, Microsoft Word, Multi-State Sales Tax, ADP Payroll, Vendor Management, Training, Process Improvement, Management, Finance, Account Reconciliation, Performance Management
Education
University of Phoenix 2002 — 2004
MBA, Accounting
N.Y. Institute of Technology BS Architecture 1979 — 1984
Bachelor of Science (B.S.), Architecture
Raj Dhanawade Raj Dhanawade's Lord, Abbett & Co. LLC Experience 2001 - Present
Job Head of Systems Engineering
Industry Investment Management
Experience
Lord, Abbett & Co. LLC 2001 - Present
Sorceron, Inc 2000 - 2001
InternetCash, Inc 1999 - 2000
Cablevision 1996 - 1999
New England Telephone/NYNEX (current Verizon) 1992 - 1996
Skills
Cloud Computing IaaS, Datacenter..., IT Infrastructure Design, High Availability..., Cloud Computing, IT Operations, Data Center, Storage Architecture, VMware View, VMware Server, Windows 2012, Red Hat Linux, Oracle Weblogic, Oracle RDBMS, MS SQL, Business Continuity, Asset Management, IT Security Operations, Vendor Management, Investment Management, Financial Services, Investments, Mutual Funds, Investment Banking, Trading Systems, Fixed Income, Risk Management, NetApp, Solaris, Equities, Derivatives, EMC Storage, Microsoft Exchange, Electronic Trading, Low Latency, Database Design, Sharepoint, Hitachi Storage, HP EVA, ThinApp, MySQL, Apache Tomcat, HPUX 11i, AIX, Active Directory..., Hedge Funds, Lync Server 2010, Powershell, PHP4/5, Disaster Recovery
Education
University of Mumbai
Bachelor of Science (B.S.), Mathematics & Statistics
University of Mumbai
Diploma, Computer Management
University of Mumbai
Diploma, Operations Research Management
Industrial Training Institute, Government of Maharashtra, India
National Trade Certificate, Console Operator cum Programmer Assistant
Shardashram VidyaMandir , Dadar, Mumbai
High School
Lord, Abbett & Co. LLC 2001 - Present
Sorceron, Inc 2000 - 2001
InternetCash, Inc 1999 - 2000
Cablevision 1996 - 1999
New England Telephone/NYNEX (current Verizon) 1992 - 1996
Skills
Cloud Computing IaaS, Datacenter..., IT Infrastructure Design, High Availability..., Cloud Computing, IT Operations, Data Center, Storage Architecture, VMware View, VMware Server, Windows 2012, Red Hat Linux, Oracle Weblogic, Oracle RDBMS, MS SQL, Business Continuity, Asset Management, IT Security Operations, Vendor Management, Investment Management, Financial Services, Investments, Mutual Funds, Investment Banking, Trading Systems, Fixed Income, Risk Management, NetApp, Solaris, Equities, Derivatives, EMC Storage, Microsoft Exchange, Electronic Trading, Low Latency, Database Design, Sharepoint, Hitachi Storage, HP EVA, ThinApp, MySQL, Apache Tomcat, HPUX 11i, AIX, Active Directory..., Hedge Funds, Lync Server 2010, Powershell, PHP4/5, Disaster Recovery
Education
University of Mumbai
Bachelor of Science (B.S.), Mathematics & Statistics
University of Mumbai
Diploma, Computer Management
University of Mumbai
Diploma, Operations Research Management
Industrial Training Institute, Government of Maharashtra, India
National Trade Certificate, Console Operator cum Programmer Assistant
Shardashram VidyaMandir , Dadar, Mumbai
High School
Angelo Stracquatanio III Angelo Stracquatanio III's Lord, Abbett & Co. LLC Experience July 2008 - November 2009
Job CoFounder at Apprentice Field Suite
Industry Computer Software
Experience
Apprentice Field Suite April 2015 - Present
InteractWith Safe and secure mobile communication solution for schools January 2011 - April 2015
Evercore Partners Robert Half Technology February 2011 - February 2013
Saveology.com ™ October 2010 - January 2011
My Errands Online, LLC November 2009 - May 2010
Lord Abbett & Co. LLC July 2008 - November 2009
Lehman Brothers May 2007 - July 2007
Skills
Objective-C, Java, .NET, C#, ColdFusion, PHP, JavaScript, jQuery, MySQL, SQL Server, Regular Expressions, HTML, CSS, ActionScript, VBA, iPhone development, Android, Mobile Applications, JSON, AJAX, XML, Web Development, SQL, REST, Web Services, Visual Studio, XHTML, Microsoft SQL Server
Education
New York University 2011 — 2011
M.S., Computer Science
Seton Hall University 2004 — 2008
B.S. Business Administration, Finance
Apprentice Field Suite April 2015 - Present
InteractWith Safe and secure mobile communication solution for schools January 2011 - April 2015
Evercore Partners Robert Half Technology February 2011 - February 2013
Saveology.com ™ October 2010 - January 2011
My Errands Online, LLC November 2009 - May 2010
Lord Abbett & Co. LLC July 2008 - November 2009
Lehman Brothers May 2007 - July 2007
Skills
Objective-C, Java, .NET, C#, ColdFusion, PHP, JavaScript, jQuery, MySQL, SQL Server, Regular Expressions, HTML, CSS, ActionScript, VBA, iPhone development, Android, Mobile Applications, JSON, AJAX, XML, Web Development, SQL, REST, Web Services, Visual Studio, XHTML, Microsoft SQL Server
Education
New York University 2011 — 2011
M.S., Computer Science
Seton Hall University 2004 — 2008
B.S. Business Administration, Finance
Christopher M. Barkley Christopher M. Barkley's Lord, Abbett & Co. LLC Experience September 2010 - October 2014
Job Associate at Greystar
Industry Real Estate
Experience
Greystar December 2014 - Present
Lord, Abbett & Co. LLC September 2010 - October 2014
Morgan Stanley January 2008 - August 2010
Morgan Stanley September 2006 - December 2007
Morgan Stanley March 2003 - August 2006
AIG SunAmerica Asset Management January 2001 - March 2003
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Alternative Investments, Series 63, Asset Management, Securities, Financial Services, Trading, Financial Analysis, Investments, Finance, Management, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Greystar December 2014 - Present
Lord, Abbett & Co. LLC September 2010 - October 2014
Morgan Stanley January 2008 - August 2010
Morgan Stanley September 2006 - December 2007
Morgan Stanley March 2003 - August 2006
AIG SunAmerica Asset Management January 2001 - March 2003
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Alternative Investments, Series 63, Asset Management, Securities, Financial Services, Trading, Financial Analysis, Investments, Finance, Management, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
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
Justin Veltre Justin Veltre's Lord, Abbett & Co. LLC Experience September 2014 - October 2014
Job Team LeadConvertible Bonds at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC January 2013 - September 2014
Lord Abbett & Co. LLC October 2011 - January 2013
Lord Abbett March 2008 - October 2011
Skills
Convertible Bonds, Bloomberg, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Financial Modeling, VBA, Equities
Education
James Madison University 2003 — 2007
BBA, Finance
James Madison University - College of Business 2003 — 2007
BBA, Finance
Thomson Reuters October 2014 - Present
Lord, Abbett & Co. LLC September 2014 - October 2014
Lord, Abbett & Co. LLC January 2013 - September 2014
Lord Abbett & Co. LLC October 2011 - January 2013
Lord Abbett March 2008 - October 2011
Skills
Convertible Bonds, Bloomberg, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Financial Modeling, VBA, Equities
Education
James Madison University 2003 — 2007
BBA, Finance
James Madison University - College of Business 2003 — 2007
BBA, Finance
Maurice Paredes's Lord, Abbett & Co. LLC Experience August 2008 - April 2009
Job Acting Executive Director Procurement Services and Accounts Payables at Rutgers University
Industry Management Consulting
Experience
Rutgers University May 2015 - Present
Broadridge Financial Solutions April 2014 - January 2015
Verizon February 2011 - February 2014
JP Morgan Chase July 2010 - September 2010
Lord Abbett & Co. LLC August 2008 - April 2009
Wyndham Worldwide July 2007 - August 2008
Motorola August 2006 - July 2007
The New York Public Library July 1995 - July 2006
Madison Square Garden July 1990 - July 1995
Skills
Procurement, Strategic Sourcing, Purchasing, Vendor Management, Contract Negotiation, Outsourcing, Contract Management, Supply Management, Process Improvement, Cross-functional Team..., Project Management, Negotiation, Sourcing, Change Management, Global Sourcing, Operations Management, Spend Analysis, Supply Chain Management, Strategic Planning, Management, E-procurement, Analysis, Business Process...
Education
Universidad San Francisco de Quito 1984 — 1988
BA, Communications Minors: Marketing and International Trade
Rutgers University May 2015 - Present
Broadridge Financial Solutions April 2014 - January 2015
Verizon February 2011 - February 2014
JP Morgan Chase July 2010 - September 2010
Lord Abbett & Co. LLC August 2008 - April 2009
Wyndham Worldwide July 2007 - August 2008
Motorola August 2006 - July 2007
The New York Public Library July 1995 - July 2006
Madison Square Garden July 1990 - July 1995
Skills
Procurement, Strategic Sourcing, Purchasing, Vendor Management, Contract Negotiation, Outsourcing, Contract Management, Supply Management, Process Improvement, Cross-functional Team..., Project Management, Negotiation, Sourcing, Change Management, Global Sourcing, Operations Management, Spend Analysis, Supply Chain Management, Strategic Planning, Management, E-procurement, Analysis, Business Process...
Education
Universidad San Francisco de Quito 1984 — 1988
BA, Communications Minors: Marketing and International Trade
Todd B. McCartney Todd B. McCartney's Lord, Abbett & Co. LLC Experience 1994 - 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Edward Jones 2013 - Present
William Blair & Company 2010 - 2012
Goldman Sachs 2000 - 2010
Lord, Abbett & Co. LLC 1994 - 2000
Skills
Financial Accounting
Education
University of Pennsylvania
Wharton School of Business, Certified Investment Management Analyst (CIMA)
Valparaiso University School of Law
Juris Doctor
Wheaton College
Bachelor of Arts (B.A.)
Glenbard West High School
Andre Lopez, CTS Andre Lopez, CTS's Lord, Abbett & Co. LLC Experience 2005 - Present
Job Senior Engineer, Multimedia Services at Lord Abbett & Co. LLC
Industry Media Production
Experience
Lord Abbett & Co. LLC 2005 - Present
Lord Abbett & Co. LLC 2005 - Present
PSAV 2000 - 2005
Skills
Editing, Video Production, Final Cut Pro, Video Editing, Photography, Graphic Design, Post Production, Broadcast, Digital Media, Event Management, New Media, Videography, Media Production, Project Management, Sound, Sound Design, Sound Editing, Live Event Producer, HD Video
Education
CUNY New York City College of Technology
Entertainment Technology
Lord Abbett & Co. LLC 2005 - Present
Lord Abbett & Co. LLC 2005 - Present
PSAV 2000 - 2005
Skills
Editing, Video Production, Final Cut Pro, Video Editing, Photography, Graphic Design, Post Production, Broadcast, Digital Media, Event Management, New Media, Videography, Media Production, Project Management, Sound, Sound Design, Sound Editing, Live Event Producer, HD Video
Education
CUNY New York City College of Technology
Entertainment Technology
Ted Nuttall Ted Nuttall's Lord, Abbett & Co. LLC Experience July 2014 - September 2014
Job Currently looking for a new opportunity
Industry Information Technology and Services
Experience
Currently looking for a new opportunity September 2014 - Present
Lord, Abbett & Co. LLC July 2014 - September 2014
Actavis (fomerly Warner Chilcott) November 2011 - May 2014
Matlen Silver May 2006 - September 2011
MFX Fairfax May 2006 - September 2011
Cambrex Corporation September 1991 - September 2005
Williams & Watts, Inc. December 1980 - September 1991
Skills
Windows Network..., Enterprise Backup, Storage Area Networks, Disaster Recovery, VMware, System Administration, Troubleshooting, DNS, Windows Server, Servers, Data Center, Windows, Virtualization, Enterprise Software, SAN, Storage, Server Architecture, Management, Active Directory, Network Administration, Enterprise Storage, Project Management, Software Development, Windows 7, ITIL, Cisco Technologies, Infrastructure, VMware ESX, VMware Infrastructure, Enterprise Architecture, Operating Systems, IT Management
Education
University of Scranton 1976 — 1978
Scranton Prep 1972 — 1976
Currently looking for a new opportunity September 2014 - Present
Lord, Abbett & Co. LLC July 2014 - September 2014
Actavis (fomerly Warner Chilcott) November 2011 - May 2014
Matlen Silver May 2006 - September 2011
MFX Fairfax May 2006 - September 2011
Cambrex Corporation September 1991 - September 2005
Williams & Watts, Inc. December 1980 - September 1991
Skills
Windows Network..., Enterprise Backup, Storage Area Networks, Disaster Recovery, VMware, System Administration, Troubleshooting, DNS, Windows Server, Servers, Data Center, Windows, Virtualization, Enterprise Software, SAN, Storage, Server Architecture, Management, Active Directory, Network Administration, Enterprise Storage, Project Management, Software Development, Windows 7, ITIL, Cisco Technologies, Infrastructure, VMware ESX, VMware Infrastructure, Enterprise Architecture, Operating Systems, IT Management
Education
University of Scranton 1976 — 1978
Scranton Prep 1972 — 1976
Khristian Chancay's Lord, Abbett & Co. LLC Experience February 2013 - December 2014
Job VP, Custody Operations at MIzuho Trust & Banking
Industry Banking
Experience
MIzuho Trust & Banking December 2014 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Lord Abbett & Co. LLC September 2006 - February 2013
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Bloomberg, Securities, Separately Managed...
Education
Boston University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
MIzuho Trust & Banking December 2014 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Lord Abbett & Co. LLC September 2006 - February 2013
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Bloomberg, Securities, Separately Managed...
Education
Boston University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Alex Katz Alex Katz's Lord, Abbett & Co. LLC Experience December 2011 - November 2014
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments November 2014 - Present
Lord, Abbett & Co. LLC December 2011 - November 2014
Lord, Abbett & Co. LLC February 2008 - December 2011
Education
University of Pittsburgh 2003 — 2007
Finance and Marketing
Touchstone Investments November 2014 - Present
Lord, Abbett & Co. LLC December 2011 - November 2014
Lord, Abbett & Co. LLC February 2008 - December 2011
Education
University of Pittsburgh 2003 — 2007
Finance and Marketing
Owen Gilhooley Owen Gilhooley's Lord, Abbett & Co. LLC Experience November 1999 - May 2006
Job Assistant Director, Student Data Systems SUNY Upstate Medical University
Industry Higher Education
Experience
SUNY Upstate Medical University 2012 - Present
NYC Department of Education August 2006 - August 2009
Lord Abbett & Co. LLC November 1999 - May 2006
WAVO Corporation November 1997 - October 1999
Skills
Social Media, Microsoft Office, Teaching, Project Management, Public Speaking, Staff Development, Nonprofits, Healthcare Information..., Healthcare, Leadership, Program Management, Fundraising, Healthcare Management, Customer Service, Clinical Research, Hospitals, Process Improvement, EMR
Education
State University of New York Upstate Medical University 2010 — 2012
Bachelor of Science (B.S.), Medical Imaging
City University of New York-Herbert H. Lehman College 2006 — 2008
Master of Education (M.Ed.), Secondary Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), English
SUNY Oswego 1993 — 1997
Bachelor of Arts (B.A.), Communications
SUNY Upstate Medical University 2012 - Present
NYC Department of Education August 2006 - August 2009
Lord Abbett & Co. LLC November 1999 - May 2006
WAVO Corporation November 1997 - October 1999
Skills
Social Media, Microsoft Office, Teaching, Project Management, Public Speaking, Staff Development, Nonprofits, Healthcare Information..., Healthcare, Leadership, Program Management, Fundraising, Healthcare Management, Customer Service, Clinical Research, Hospitals, Process Improvement, EMR
Education
State University of New York Upstate Medical University 2010 — 2012
Bachelor of Science (B.S.), Medical Imaging
City University of New York-Herbert H. Lehman College 2006 — 2008
Master of Education (M.Ed.), Secondary Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), English
SUNY Oswego 1993 — 1997
Bachelor of Arts (B.A.), Communications
Thomas Picardi Thomas Picardi's Lord, Abbett & Co. LLC Experience November 2013 - Present
Job Performance Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC August 2012 - November 2013
Lord Abbett & Co. LLC July 2010 - August 2012
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Microsoft Excel, Financial Analysis, Mutual Funds, Valuation, Corporate Finance, Bloomberg Terminal, Finance, Analysis, Securities, Investments
Education
Northeastern University 2006 — 2010
BS, Business Administration
Lord, Abbett & Co. LLC November 2013 - Present
Lord, Abbett & Co. LLC August 2012 - November 2013
Lord Abbett & Co. LLC July 2010 - August 2012
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Microsoft Excel, Financial Analysis, Mutual Funds, Valuation, Corporate Finance, Bloomberg Terminal, Finance, Analysis, Securities, Investments
Education
Northeastern University 2006 — 2010
BS, Business Administration
Jonathan Mann Jonathan Mann's Lord, Abbett & Co. LLC Experience July 2010 - August 2011
Job Credit Research Analyst at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors July 2014 - Present
JP Morgan September 2011 - June 2014
Lord Abbett & Co. LLC July 2010 - August 2011
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics-Mathematics
Henderson Global Investors July 2014 - Present
JP Morgan September 2011 - June 2014
Lord Abbett & Co. LLC July 2010 - August 2011
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics-Mathematics
Serenna McCloud Serenna McCloud's Lord, Abbett & Co. LLC Experience September 2011 - August 2013
Job Legal & Compliance Intern Bank of China International
Industry Law Practice
Experience
Bank of China International August 2015 - Present
Brooklyn Law School September 2014 - Present
State of New Jersey Office of the Attorney General May 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
New York City Bar Association 2014 - 2015
New York City Bar Association 2014 - 2015
New York City Economic Development Corporation September 2014 - December 2014
Alternatives Federal Credit Union June 2014 - August 2014
Lord Abbett & Co. LLC September 2011 - August 2013
Natural Languages July 2009 - August 2011
Skills
Legal Research, Legal Writing, Research, PowerPoint, Westlaw, Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Litigation, Microsoft Word, Lexis, Editing, Community Outreach, Statistics, Intellectual Property, Customer Service, LexisNexis
Education
Brooklyn Law School 2013 — 2016
Juris Doctor, 1L
New York University 2010 — 2011
Diploma in Paralegal Studies, Law, Legal Research & Writing
State University of New York College at Cortland 2001 — 2003
BS Psychology, Psychology
Bank of China International August 2015 - Present
Brooklyn Law School September 2014 - Present
State of New Jersey Office of the Attorney General May 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
New York City Bar Association 2014 - 2015
New York City Bar Association 2014 - 2015
New York City Economic Development Corporation September 2014 - December 2014
Alternatives Federal Credit Union June 2014 - August 2014
Lord Abbett & Co. LLC September 2011 - August 2013
Natural Languages July 2009 - August 2011
Skills
Legal Research, Legal Writing, Research, PowerPoint, Westlaw, Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Litigation, Microsoft Word, Lexis, Editing, Community Outreach, Statistics, Intellectual Property, Customer Service, LexisNexis
Education
Brooklyn Law School 2013 — 2016
Juris Doctor, 1L
New York University 2010 — 2011
Diploma in Paralegal Studies, Law, Legal Research & Writing
State University of New York College at Cortland 2001 — 2003
BS Psychology, Psychology
Komal Merai's Lord, Abbett & Co. LLC Experience September 2007 - November 2010
Job Associate at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services January 2014 - Present
Rothstein Kass September 2010 - May 2013
Lord Abbett & Co. LLC September 2007 - November 2010
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments
Education
Rutgers University 2002 — 2007
BS, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's of Science, Accounting and Finance
Conifer Financial Services January 2014 - Present
Rothstein Kass September 2010 - May 2013
Lord Abbett & Co. LLC September 2007 - November 2010
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments
Education
Rutgers University 2002 — 2007
BS, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's of Science, Accounting and Finance
Emil DiPentima Emil DiPentima's Lord, Abbett & Co. LLC Experience June 2008 - August 2008
Job US MBS and Structure Products Solution Analyst at ION Trading
Industry Financial Services
Experience
ION Trading May 2013 - Present
ION Trading February 2011 - June 2013
ION Trading February 2010 - February 2011
First Investors Corporation June 2009 - October 2009
Lord Abbett & Co., LLC June 2008 - August 2008
Skills
Fixed Income, Derivatives, Risk Management, Trading, Securities, Business Analysis, Corporate Finance, Financial Services, Finance, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Mutual Funds, Financial Analysis
Education
University of Pennsylvania 2005 — 2009
BA, Economics
ION Trading May 2013 - Present
ION Trading February 2011 - June 2013
ION Trading February 2010 - February 2011
First Investors Corporation June 2009 - October 2009
Lord Abbett & Co., LLC June 2008 - August 2008
Skills
Fixed Income, Derivatives, Risk Management, Trading, Securities, Business Analysis, Corporate Finance, Financial Services, Finance, Microsoft Office, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Mutual Funds, Financial Analysis
Education
University of Pennsylvania 2005 — 2009
BA, Economics
Gregory Shuman, CFA Gregory Shuman, CFA's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Associate Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2012 - Present
Lord Abbett July 2010 - July 2012
Skills
Portfolio Management, Fixed Income, Financial Modeling, Bloomberg
Education
Harvard University 2006 — 2010
BA, Economics
Choate Rosemary Hall 2001 — 2005
Lord Abbett & Co. LLC July 2012 - Present
Lord Abbett July 2010 - July 2012
Skills
Portfolio Management, Fixed Income, Financial Modeling, Bloomberg
Education
Harvard University 2006 — 2010
BA, Economics
Choate Rosemary Hall 2001 — 2005
Victoria Veith's Lord, Abbett & Co. LLC Experience June 2007 - September 2007
Job Regional Vice President at Financial Products LLC
Industry Financial Services
Experience
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Financial Products LLC May 2015 - Present
Tocqueville Asset Management September 2013 - April 2015
Tocqueville Asset Management March 2012 - September 2013
Cohen & Steers March 2011 - March 2012
TD Ameritrade Institutional October 2009 - March 2011
Cohen & Steers August 2008 - October 2009
Cohen & Steers October 2007 - August 2008
Lord Abbett & Co. LLC June 2007 - September 2007
Lord Abbett & Co. LLC May 2006 - June 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Securities, Investments, Financial Services, Strategic Financial..., Investment Strategies, Equities, Sales, Financial Advisory, ETFs
Education
New York University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
New York University 2002 — 2006
Bachelor's degree, Psychology
Christine Raiola Christine Raiola's Lord, Abbett & Co. LLC Experience January 2001 - November 2014
Job Operations at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC January 2001 - November 2014
Maple Partners USA Inc May 1998 - December 2000
BNY Mellon May 1996 - May 1998
Fidelity Investments September 1992 - May 1996
Skills
Equities, Bloomberg, Microsoft Excel, Wealth Management, Financial Services, SMA, Personal Portfolio..., UMA, Tax Trading, Model Portfolios, ETFs, Trading, Securities, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bishop Ford CCHS 1982 — 1986
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Lord Abbett & Co. LLC January 2001 - November 2014
Maple Partners USA Inc May 1998 - December 2000
BNY Mellon May 1996 - May 1998
Fidelity Investments September 1992 - May 1996
Skills
Equities, Bloomberg, Microsoft Excel, Wealth Management, Financial Services, SMA, Personal Portfolio..., UMA, Tax Trading, Model Portfolios, ETFs, Trading, Securities, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bishop Ford CCHS 1982 — 1986
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Robert Maiello Robert Maiello's Lord, Abbett & Co. LLC Experience December 2014 - Present
Job Data Analyst at Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC December 2014 - Present
University of Miami April 2012 - May 2014
University of Miami August 2010 - May 2014
BNY Mellon May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, SharePoint, Visual Basic, Spanish, Financial Analysis, Social Media, Data Analysis, Leadership, Social Networking, Teamwork
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
University of Miami - School of Business 2010 — 2014
Lord, Abbett & Co. LLC December 2014 - Present
University of Miami April 2012 - May 2014
University of Miami August 2010 - May 2014
BNY Mellon May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, SharePoint, Visual Basic, Spanish, Financial Analysis, Social Media, Data Analysis, Leadership, Social Networking, Teamwork
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration, Finance, General
University of Miami - School of Business 2010 — 2014
Kunal Kapoor's Lord, Abbett & Co. LLC Experience March 2010 - June 2013
Job Business Development Manager Watson Ecosystem at IBM
Industry Information Technology and Services
Experience
IBM December 2014 - Present
IBM February 2014 - December 2014
Lord Abbett & Co. LLC March 2010 - June 2013
JetBlue Airways September 2008 - March 2010
New York City Health and Hospitals Corporation April 2007 - September 2008
TIAA-CREF May 2006 - April 2007
JP Morgan Chase 2004 - 2006
Skills
Tableau, Cloud Marketing, Marketing Strategy, Strategic Data Analysis, Program Management, Vendor Management, SaaS, IT Strategy, Business Development, Strategy, Enterprise Software, Strategic Planning, Cloud Computing, ITIL, Change Management, Process Improvement, Business Process..., Product Management, Outsourcing, Leadership, Regression Models, Analysis, Strategic IT Management, Software Design, Hypothesis Testing, Mergers & Acquisitions, Project Management, IT Management, Business Process..., Metrics, Corporate Finance, Financial Accounting, Integration, Cloud Applications, E-commerce SEO, Strategic Consulting, Small Business Marketing, Market Research, Management, Consulting, Management Consulting, Analytics, Business Strategy, Business Analysis, Future Trends, Emerging Technologies, Systems Improvement, Start-ups, Executive Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
New York Institute of Technology-Old Westbury
Master of Science (M.S.), Computer Science
Nagpur University
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
IBM December 2014 - Present
IBM February 2014 - December 2014
Lord Abbett & Co. LLC March 2010 - June 2013
JetBlue Airways September 2008 - March 2010
New York City Health and Hospitals Corporation April 2007 - September 2008
TIAA-CREF May 2006 - April 2007
JP Morgan Chase 2004 - 2006
Skills
Tableau, Cloud Marketing, Marketing Strategy, Strategic Data Analysis, Program Management, Vendor Management, SaaS, IT Strategy, Business Development, Strategy, Enterprise Software, Strategic Planning, Cloud Computing, ITIL, Change Management, Process Improvement, Business Process..., Product Management, Outsourcing, Leadership, Regression Models, Analysis, Strategic IT Management, Software Design, Hypothesis Testing, Mergers & Acquisitions, Project Management, IT Management, Business Process..., Metrics, Corporate Finance, Financial Accounting, Integration, Cloud Applications, E-commerce SEO, Strategic Consulting, Small Business Marketing, Market Research, Management, Consulting, Management Consulting, Analytics, Business Strategy, Business Analysis, Future Trends, Emerging Technologies, Systems Improvement, Start-ups, Executive Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
New York Institute of Technology-Old Westbury
Master of Science (M.S.), Computer Science
Nagpur University
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
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
John C. Harris, Jr John C. Harris, Jr's Lord, Abbett & Co. LLC Experience October 2008 - September 2011
Job Marketing and Communications Professional
Industry Financial Services
Experience
CreationArc February 2012 - Present
Lord Abbett & Co. LLC October 2008 - September 2011
Lord Abbett & Co. LLC September 2006 - September 2008
Mar/Comm Consulting June 2001 - August 2006
Prudential Financial November 1999 - May 2001
Prudential Financial November 1998 - October 1999
MetLife October 1996 - October 1998
MetLife May 1994 - September 1996
MetLife June 1990 - April 1994
Toshoku America, Inc. May 1988 - May 1990
Skills
Integrated Marketing, Corporate Communications, Marketing Communications, Internal Communications, Strategy, Public Relations, Digital Strategy, Digital Marketing, Marketing, Brand Management, Management, Direct Marketing, Advertising, Crisis Management, Media Relations, Leadership, Media & Public Relations, Communication Training, Corporate Branding, Start-ups, Social Media, Online Marketing, Newsletters, Digital Media, Content Management, Marketing Strategy, Executive Communications, Crisis Communications, Creative Direction, Cross-functional Team..., Account Management, Content Development, Content Strategy, Copywriting, Strategic Communications, Social Media Marketing, Event Planning, Email Marketing, Brand Development, Online Advertising, Web Content Management, Direct Mail, Media Training, Lead Generation
Education
Gettysburg College
B.A., Art History; Concentration in Psychology
Greenwich High School
CreationArc February 2012 - Present
Lord Abbett & Co. LLC October 2008 - September 2011
Lord Abbett & Co. LLC September 2006 - September 2008
Mar/Comm Consulting June 2001 - August 2006
Prudential Financial November 1999 - May 2001
Prudential Financial November 1998 - October 1999
MetLife October 1996 - October 1998
MetLife May 1994 - September 1996
MetLife June 1990 - April 1994
Toshoku America, Inc. May 1988 - May 1990
Skills
Integrated Marketing, Corporate Communications, Marketing Communications, Internal Communications, Strategy, Public Relations, Digital Strategy, Digital Marketing, Marketing, Brand Management, Management, Direct Marketing, Advertising, Crisis Management, Media Relations, Leadership, Media & Public Relations, Communication Training, Corporate Branding, Start-ups, Social Media, Online Marketing, Newsletters, Digital Media, Content Management, Marketing Strategy, Executive Communications, Crisis Communications, Creative Direction, Cross-functional Team..., Account Management, Content Development, Content Strategy, Copywriting, Strategic Communications, Social Media Marketing, Event Planning, Email Marketing, Brand Development, Online Advertising, Web Content Management, Direct Mail, Media Training, Lead Generation
Education
Gettysburg College
B.A., Art History; Concentration in Psychology
Greenwich High School
Adam Tabor, CIMA®'s Lord, Abbett & Co. LLC Experience June 2014 - December 2014
Job Vice President, Distribution Client Services
Industry Financial Services
Experience
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
OppenheimerFunds December 2014 - Present
Lord, Abbett & Co. LLC June 2014 - December 2014
Lord Abbett November 2010 - July 2014
Lord Abbett October 2007 - January 2011
Lord Abbett & Co. LLC October 2005 - October 2007
Skills
Mutual Funds, Separately Managed..., Superior Client Service, Management, Staff Development, Asset Managment, Series 7, Series 63, Series 65, Series 24, Asset Allocation, Retirement Planning, Equities, Wealth Management, Relationship Management, Portfolio Management, Trading, Investment Management, Retirement, Financial Services, 401k, Investments, Wealth Management..., Securities, High Net Worth..., institutional client..., Client Services, Asset Management, ETFs
Education
New York University 2014 — 2017
Master of Business Administration (MBA)
Connecticut College 2001 — 2005
BA, Economics and Government
John Zilko, CFA's Lord, Abbett & Co. LLC Experience 2010 - 2012
Job Institutional Account Consultant
Industry Investment Management
Experience
PIMCO 2012 - Present
Lord, Abbett & Co. LLC 2010 - 2012
GAIN Capital 2009 - 2010
Merrill Lynch 2007 - 2007
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Investments, Securities, Portfolio Management, Series 7, Asset Management, Bloomberg, Alternative Investments, Wealth Management, Capital Markets, Trading, Private Equity, Series 63
Education
University of South Florida 2007 — 2009
B.A., Finance
PIMCO 2012 - Present
Lord, Abbett & Co. LLC 2010 - 2012
GAIN Capital 2009 - 2010
Merrill Lynch 2007 - 2007
Skills
Fixed Income, Equities, Mutual Funds, Hedge Funds, Investments, Securities, Portfolio Management, Series 7, Asset Management, Bloomberg, Alternative Investments, Wealth Management, Capital Markets, Trading, Private Equity, Series 63
Education
University of South Florida 2007 — 2009
B.A., Finance
Kian Rafia Kian Rafia's Lord, Abbett & Co. LLC Experience March 2005 - May 2008
Job
Industry Financial Services
Experience
Independent Financial Group LLC April 2015 - Present
Cetera Financial Group April 2014 - December 2014
Cetera Financial Group August 2010 - April 2014
LPL Financial Services May 2008 - September 2010
Lord Abbett & Co. LLC March 2005 - May 2008
PwC July 1998 - February 2002
Nordstrom 1996 - 1996
Skills
Wealth Management, Investments, Investment Advisory..., RIA, Asset Managment, Mutual Funds, Alternative Investments, Series 7, eRIA, Strategic M&A, Retirement, Financial Modeling, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Advisory, Financial Services, Retirement Planning, Strategy, Asset Management, Finance, Business Development, Cross-functional Team..., Equities, Asset Allocation, Portfolio Management
Education
The Ohio State University 1993 — 1997
B.S Science, Industrial Engineering
Independent Financial Group LLC April 2015 - Present
Cetera Financial Group April 2014 - December 2014
Cetera Financial Group August 2010 - April 2014
LPL Financial Services May 2008 - September 2010
Lord Abbett & Co. LLC March 2005 - May 2008
PwC July 1998 - February 2002
Nordstrom 1996 - 1996
Skills
Wealth Management, Investments, Investment Advisory..., RIA, Asset Managment, Mutual Funds, Alternative Investments, Series 7, eRIA, Strategic M&A, Retirement, Financial Modeling, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Advisory, Financial Services, Retirement Planning, Strategy, Asset Management, Finance, Business Development, Cross-functional Team..., Equities, Asset Allocation, Portfolio Management
Education
The Ohio State University 1993 — 1997
B.S Science, Industrial Engineering
Fred Walker's Lord, Abbett & Co. LLC Experience November 1999 - September 2002
Job Organizational Development Expert, Motivational Speaker
Industry Education Management
Experience
Dale Carnegie Training of Central and Southern New Jersey September 2002 - Present
Bordentown Ballet Theatre September 2000 - January 2014
Lord Abbett & Co. LLC November 1999 - September 2002
Theatrical Magic Productions 1991 - 2001
Berkeley College August 1996 - June 2000
Hart Fence Company January 1990 - January 1992
Natures Jewelry January 1987 - January 1990
Hershey Entertainment Corp 1986 - 1987
Skills
Master Facilitator, Six Sigma, Executive Coaching, Organizational..., Excel, Curriculum Development, Public Speaking, Mentoring, Facilitators, Microsoft Excel, Presentation Coaching, Coaching, Leadership, Training Delivery, Training, Process Improvement, Leadership Development, Team Building, Program Management, Strategic Planning, Workshop Facilitation, Sales, Business Coaching, Resume Writing, Corporate Training, Management, Performance Management, Staff Development, Needs Analysis, MBTI, Management Development, Employee Training, Employee Engagement, Motivational Speaking, Performance Consulting, Emotional Intelligence, Instructional Design, Soft Skills, Instructor-led Training, Career Development, Consulting, Executive Development, Talent Management, Performance Improvement, Conflict Resolution, Presenter, Time Management, 360 Feedback, Culture Change, E-Learning
Education
Ohio Wesleyan University 1979 — 1983
BA, Theatre
Allentown High School
Dale Carnegie Training of Central and Southern New Jersey September 2002 - Present
Bordentown Ballet Theatre September 2000 - January 2014
Lord Abbett & Co. LLC November 1999 - September 2002
Theatrical Magic Productions 1991 - 2001
Berkeley College August 1996 - June 2000
Hart Fence Company January 1990 - January 1992
Natures Jewelry January 1987 - January 1990
Hershey Entertainment Corp 1986 - 1987
Skills
Master Facilitator, Six Sigma, Executive Coaching, Organizational..., Excel, Curriculum Development, Public Speaking, Mentoring, Facilitators, Microsoft Excel, Presentation Coaching, Coaching, Leadership, Training Delivery, Training, Process Improvement, Leadership Development, Team Building, Program Management, Strategic Planning, Workshop Facilitation, Sales, Business Coaching, Resume Writing, Corporate Training, Management, Performance Management, Staff Development, Needs Analysis, MBTI, Management Development, Employee Training, Employee Engagement, Motivational Speaking, Performance Consulting, Emotional Intelligence, Instructional Design, Soft Skills, Instructor-led Training, Career Development, Consulting, Executive Development, Talent Management, Performance Improvement, Conflict Resolution, Presenter, Time Management, 360 Feedback, Culture Change, E-Learning
Education
Ohio Wesleyan University 1979 — 1983
BA, Theatre
Allentown High School
Marinel de Ramos-Canuto Marinel de Ramos-Canuto's Lord, Abbett & Co. LLC Experience July 2008 - April 2009
Job Cash Application Administrator at Wyndham Worldwide
Industry Investment Management
Experience
Wyndham Worldwide September 2012 - Present
PNY Technologies June 2010 - August 2012
Pillar Hotels (formerly Archon Hospitality) April 2009 - August 2012
Lord Abbett & Co. LLC July 2008 - April 2009
Morgan Stanley September 2002 - November 2007
AllianceBernstein October 2000 - September 2002
Education
New Jersey City University
Business Administration, Finance
Wyndham Worldwide September 2012 - Present
PNY Technologies June 2010 - August 2012
Pillar Hotels (formerly Archon Hospitality) April 2009 - August 2012
Lord Abbett & Co. LLC July 2008 - April 2009
Morgan Stanley September 2002 - November 2007
AllianceBernstein October 2000 - September 2002
Education
New Jersey City University
Business Administration, Finance
Joseph Duncker Joseph Duncker's Lord, Abbett & Co. LLC Experience July 2013 - Present
Job Marketing Associate at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Morgan Stanley February 2013 - June 2013
Alpha Financial Markets Consulting June 2012 - October 2012
Wykagyl Country Club March 2010 - September 2012
McAvey Moving Co. May 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Strategic Planning, Finance, Business Analysis, Management Consulting, Business Strategy, Project Management, Series 7, Investments
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Business Management
Fordham Prep 2004 — 2008
Lord, Abbett & Co. LLC July 2013 - Present
Morgan Stanley February 2013 - June 2013
Alpha Financial Markets Consulting June 2012 - October 2012
Wykagyl Country Club March 2010 - September 2012
McAvey Moving Co. May 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Strategic Planning, Finance, Business Analysis, Management Consulting, Business Strategy, Project Management, Series 7, Investments
Education
University of Scranton 2008 — 2012
Bachelor of Science (B.S.), Business Management
Fordham Prep 2004 — 2008
Thomas Davey Thomas Davey's Lord, Abbett & Co. LLC Experience October 2014 - Present
Job Senior Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Skills
Mutual Funds, Alternative Investments, Business Requirements, Equities, Hedge Funds, Asset Managment, Series 7, Asset Management, Fixed Income, Fund Accounting, Operations Management, Securities, Fund Of Funds, Middle Office, Bloomberg, Asset Allocation, Financial Analysis, Portfolio Management
Education
University of Scranton 1989 — 1993
BS Accounting
University of Scranton 1989 — 1993
BS
Lord, Abbett & Co. LLC October 2014 - Present
Skills
Mutual Funds, Alternative Investments, Business Requirements, Equities, Hedge Funds, Asset Managment, Series 7, Asset Management, Fixed Income, Fund Accounting, Operations Management, Securities, Fund Of Funds, Middle Office, Bloomberg, Asset Allocation, Financial Analysis, Portfolio Management
Education
University of Scranton 1989 — 1993
BS Accounting
University of Scranton 1989 — 1993
BS
Daphne Car Daphne Car's Lord, Abbett & Co. LLC Experience October 2009 - July 2012
Job Vice President, Portfolio Manager at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management November 2014 - Present
DigiPuppets LLC March 2013 - November 2014
Lord, Abbett & Co. LLC October 2009 - July 2012
Lord, Abbett & Co. LLC September 2007 - October 2009
Lord, Abbett & Co. LLC December 2004 - September 2007
Skills
Portfolio Management, Fixed Income, Municipal Bonds, Mutual Funds, Separately Managed..., Fixed Income Portfolio..., Investment Management, Asset Management, Investments, Trading, Credit, Credit Analysis, Research, Bonds, Tax Free Income, Bloomberg, Barclays Point, Finance, Entrepreneurship
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management
University of Southern California - Marshall School of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Barclays Wealth and Investment Management November 2014 - Present
DigiPuppets LLC March 2013 - November 2014
Lord, Abbett & Co. LLC October 2009 - July 2012
Lord, Abbett & Co. LLC September 2007 - October 2009
Lord, Abbett & Co. LLC December 2004 - September 2007
Skills
Portfolio Management, Fixed Income, Municipal Bonds, Mutual Funds, Separately Managed..., Fixed Income Portfolio..., Investment Management, Asset Management, Investments, Trading, Credit, Credit Analysis, Research, Bonds, Tax Free Income, Bloomberg, Barclays Point, Finance, Entrepreneurship
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurial Management
University of Southern California - Marshall School of Business 2000 — 2004
Bachelor of Science (B.S.), Business Administration
Peter Bates Peter Bates's Lord, Abbett & Co. LLC Experience September 2011 - February 2014
Job Vice President of Sales at Smead Capital Management
Industry Investment Management
Experience
Smead Capital Management February 2014 - June 2015
Lord Abbett & Co., LLC September 2011 - February 2014
IMG Artists June 2011 - August 2011
The Barratt Group June 2010 - August 2010
Denison University January 2010 - May 2010
L.L. Bean 2009 - 2009
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Allocation, Equities, Separately Managed..., Fixed Income, Relationship Management, Series 63, Uniform Combined State..., Leadership, Management, Marketing, Public Speaking, Sales
Education
Denison University 2007 — 2011
Bachelor's degree, Economics
University of Canterbury 2009 — 2009
Economics
Smead Capital Management February 2014 - June 2015
Lord Abbett & Co., LLC September 2011 - February 2014
IMG Artists June 2011 - August 2011
The Barratt Group June 2010 - August 2010
Denison University January 2010 - May 2010
L.L. Bean 2009 - 2009
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Allocation, Equities, Separately Managed..., Fixed Income, Relationship Management, Series 63, Uniform Combined State..., Leadership, Management, Marketing, Public Speaking, Sales
Education
Denison University 2007 — 2011
Bachelor's degree, Economics
University of Canterbury 2009 — 2009
Economics
Mubarak Chowdhury, CPA Mubarak Chowdhury, CPA's Lord, Abbett & Co. LLC Experience May 2011 - Present
Job
Industry Accounting
Experience
Lord Abbett & Co. LLC May 2011 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MS
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA
Lord Abbett & Co. LLC May 2011 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MS
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA
Canaan Factor Canaan Factor's Lord, Abbett & Co. LLC Experience 2000 - 2002
Job Chief Financial Officer at Refinery Specialties, Inc
Industry Oil & Energy
Experience
Refinery Specialties, Inc January 2013 - Present
Post Oak Energy Capital July 2012 - January 2013
Rising Star Services, North American Services of Superior Energy Services February 2012 - October 2012
Complete Production Services, Inc. June 2008 - February 2012
UBS Investment Bank July 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Airis Holdings, Inc 2002 - August 2004
Lord Abbett & Co. LLC 2000 - 2002
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Business Strategy, Strategic Planning, Energy, Data Analysis, Contract Negotiation, Acquisitions, Alternative Investments, Analysis, Budgets, Business Development, Business Process..., Corporate Development, Capital Markets, Divestitures, Energy Industry, Finance, Investments, Investor Relations, Leadership, Management, Marketing, Mergers, Military Leadership, Natural Gas, Petroleum, Private Equity, Process Improvement, Strategic Partnerships, Strategy, Mergers & Acquisitions, DDD
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Trinity University 1996 — 2000
BS, Business
Kinkaid
Refinery Specialties, Inc January 2013 - Present
Post Oak Energy Capital July 2012 - January 2013
Rising Star Services, North American Services of Superior Energy Services February 2012 - October 2012
Complete Production Services, Inc. June 2008 - February 2012
UBS Investment Bank July 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Airis Holdings, Inc 2002 - August 2004
Lord Abbett & Co. LLC 2000 - 2002
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Business Strategy, Strategic Planning, Energy, Data Analysis, Contract Negotiation, Acquisitions, Alternative Investments, Analysis, Budgets, Business Development, Business Process..., Corporate Development, Capital Markets, Divestitures, Energy Industry, Finance, Investments, Investor Relations, Leadership, Management, Marketing, Mergers, Military Leadership, Natural Gas, Petroleum, Private Equity, Process Improvement, Strategic Partnerships, Strategy, Mergers & Acquisitions, DDD
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Trinity University 1996 — 2000
BS, Business
Kinkaid
Joe Merlo's Lord, Abbett & Co. LLC Experience May 2010 - Present
Job Business Development Specialist Private Wealth Group at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC May 2010 - Present
Oppenheimer & Co. March 2009 - May 2010
Maxim Group January 2007 - March 2009
Skills
Series 7, Finance, Business Development, Mutual Funds, Microsoft Office, Investments, Series 63, Customer Service, Asset Allocation, Microsoft Excel, Series 65, Portfolio Management
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Cum Laude
Lord Abbett & Co. LLC May 2010 - Present
Oppenheimer & Co. March 2009 - May 2010
Maxim Group January 2007 - March 2009
Skills
Series 7, Finance, Business Development, Mutual Funds, Microsoft Office, Investments, Series 63, Customer Service, Asset Allocation, Microsoft Excel, Series 65, Portfolio Management
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (B.S.), Finance, General, Cum Laude
James S. Richardson James S. Richardson's Lord, Abbett & Co. LLC Experience April 1975 - August 1977
Job Owner, James S. Richardson Real Estate
Industry Real Estate
Experience
James S. Richardson, Real Estate October 1992 - Present
James S. Richardson 1991 - 2015
James S. Richardson & Associates, Inc. January 1982 - January 1992
Lord Abbett & Co. LLC April 1975 - August 1977
Skills
Real Estate, Management, Investment Properties, Residential Homes, Real Estate Development, Property Management, Real Estate Transactions, Leases, Single Family Homes, Real Estate Economics, Tenant, Land Acquisition
Education
University of Miami
Bachelor of Arts (B.A.), Psychology
James S. Richardson, Real Estate October 1992 - Present
James S. Richardson 1991 - 2015
James S. Richardson & Associates, Inc. January 1982 - January 1992
Lord Abbett & Co. LLC April 1975 - August 1977
Skills
Real Estate, Management, Investment Properties, Residential Homes, Real Estate Development, Property Management, Real Estate Transactions, Leases, Single Family Homes, Real Estate Economics, Tenant, Land Acquisition
Education
University of Miami
Bachelor of Arts (B.A.), Psychology
Korey Rogers, CFP®'s Lord, Abbett & Co. LLC Experience February 1998 - June 2003
Job Financial Planner at Edward Jones
Industry Financial Services
Experience
Edward Jones Advanced Planning ConsultantThe HartfordFebruary 2004 - June 2010
Lord Abbett & Co. LLC February 1998 - June 2003
Education
Texas Tech University 1994 — 1997
BS - FInancial Planning
Edward Jones Advanced Planning ConsultantThe HartfordFebruary 2004 - June 2010
Lord Abbett & Co. LLC February 1998 - June 2003
Education
Texas Tech University 1994 — 1997
BS - FInancial Planning
Brendan Halligan Brendan Halligan's Lord, Abbett & Co. LLC Experience March 2015 - Present
Job FX and EM Local Debt Trader at Lord, Abbett & Co. LLC
Industry Capital Markets
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Brown Brothers Harriman July 2008 - March 2015
Brown Brothers Harriman May 2007 - August 2007
Wachovia Securities, LLC January 2007 - May 2007
Smith Barney March 2006 - December 2006
Skills
Bloomberg, Trading, FX trading, FX Spot, Emerging Markets, NDF Trading, Technical Analysis, FX Swaps, Financial Markets, Reuters 3000, Hyperion Performance..., Fixed Income, Capital Markets, Asset Management, Currency, Derivatives, Equities, FX Options, Financial Modeling, Foreign Exchange, Hedge Funds, Investments, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Finance and Economics
Lord, Abbett & Co. LLC March 2015 - Present
Brown Brothers Harriman July 2008 - March 2015
Brown Brothers Harriman May 2007 - August 2007
Wachovia Securities, LLC January 2007 - May 2007
Smith Barney March 2006 - December 2006
Skills
Bloomberg, Trading, FX trading, FX Spot, Emerging Markets, NDF Trading, Technical Analysis, FX Swaps, Financial Markets, Reuters 3000, Hyperion Performance..., Fixed Income, Capital Markets, Asset Management, Currency, Derivatives, Equities, FX Options, Financial Modeling, Foreign Exchange, Hedge Funds, Investments, Portfolio Management
Education
University of Pittsburgh 2003 — 2007
Finance and Economics
Patrick Fogarty Patrick Fogarty's Lord, Abbett & Co. LLC Experience October 2008 - August 2009
Job Account Supervisor at GSW Advertising
Industry Marketing and Advertising
Experience
GSW Advertising November 2013 - Present
Grey Group April 2012 - November 2013
DraftFcb Healthcare June 2011 - April 2012
Hall & Partners January 2011 - May 2011
New York University September 2010 - January 2011
DRAFT FCB June 2010 - August 2010
Lord Abbett & Co. LLC October 2008 - August 2009
Education
New York University 2007 — 2011
BS, Economic Policy
Delbarton School 2003 — 2007
GSW Advertising November 2013 - Present
Grey Group April 2012 - November 2013
DraftFcb Healthcare June 2011 - April 2012
Hall & Partners January 2011 - May 2011
New York University September 2010 - January 2011
DRAFT FCB June 2010 - August 2010
Lord Abbett & Co. LLC October 2008 - August 2009
Education
New York University 2007 — 2011
BS, Economic Policy
Delbarton School 2003 — 2007
Lucy Pesa Lucy Pesa's Lord, Abbett & Co. LLC Experience 1997 - 2008
Job Vice President Investor Relations at Evanston Capital Management
Industry Financial Services
Experience
Evanston Capital Management June 2013 - Present
Witherspoon Global February 2011 - June 2013
Titan Capital Group September 2010 - February 2011
CQS (US), LLC June 2009 - September 2010
Advent Capital Management January 2008 - November 2008
Lord Abbett & Co. LLC 1997 - 2008
Skills
Alternative Investments, Investor Relations, Marketing Communications
Education
Fordham University
Bachelor of Science (BS), Marketing
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion Buying & Merchandising
Evanston Capital Management June 2013 - Present
Witherspoon Global February 2011 - June 2013
Titan Capital Group September 2010 - February 2011
CQS (US), LLC June 2009 - September 2010
Advent Capital Management January 2008 - November 2008
Lord Abbett & Co. LLC 1997 - 2008
Skills
Alternative Investments, Investor Relations, Marketing Communications
Education
Fordham University
Bachelor of Science (BS), Marketing
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion Buying & Merchandising
Jeremy Lehmann's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Investment Associate at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2012 - Present
Morgan Stanley June 2011 - August 2011
Lamont Doherty Earth Observatory June 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics-Mathematics
Lord Abbett & Co. LLC July 2012 - Present
Morgan Stanley June 2011 - August 2011
Lamont Doherty Earth Observatory June 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics-Mathematics
David J Thompson, CFA David J Thompson, CFA's Lord, Abbett & Co. LLC Experience 1993 - 1997
Job President, Springs Capital, LLC
Industry Investment Management
Experience
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Elliot Fuchs's Lord, Abbett & Co. LLC Experience May 2005 - September 2007
Job AccountantMember Liaison at AABB
Industry Financial Services
Experience
AABB November 2012 - Present
Riverside Company September 2007 - October 2010
Lord Abbett & Co. LLC May 2005 - September 2007
Core Staffing Services November 2004 - May 2005
Sallie Mae 2003 - 2003
Skills
Financial Reporting, Proficient in SAP, Government Contracting, Great Plains Software, Quickbooks, Budgeting, Invoicing, Cash Management, Personify, Communicator, Proven Leadership Skills, Budgets
Education
New York University 2011 — 2011
Continuing Education, Financial Public Relations/Investor Relations
University of Pittsburgh 2000 — 2004
of Business Administration: BS, Finance
AABB November 2012 - Present
Riverside Company September 2007 - October 2010
Lord Abbett & Co. LLC May 2005 - September 2007
Core Staffing Services November 2004 - May 2005
Sallie Mae 2003 - 2003
Skills
Financial Reporting, Proficient in SAP, Government Contracting, Great Plains Software, Quickbooks, Budgeting, Invoicing, Cash Management, Personify, Communicator, Proven Leadership Skills, Budgets
Education
New York University 2011 — 2011
Continuing Education, Financial Public Relations/Investor Relations
University of Pittsburgh 2000 — 2004
of Business Administration: BS, Finance
Stephen Hillebrecht, CFA Stephen Hillebrecht, CFA's Lord, Abbett & Co. LLC Experience May 2012 - Present
Job Fixed Income Product Strategist at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC May 2012 - Present
Skills
Fixed Income, Mutual Funds, Asset Managment, Investment Strategies, Investments, High Yield, Bonds, Separately Managed...
Education
Georgetown University 1987 — 1991
Bachelor of Arts (BA), Economics
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (MBA), Finance and International Business
Lord Abbett & Co. LLC May 2012 - Present
Skills
Fixed Income, Mutual Funds, Asset Managment, Investment Strategies, Investments, High Yield, Bonds, Separately Managed...
Education
Georgetown University 1987 — 1991
Bachelor of Arts (BA), Economics
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration (MBA), Finance and International Business
Andrew D'Souza's Lord, Abbett & Co. LLC Experience April 2013 - Present
Job Director of Consultant Relations for Lord, Abbett & Co., LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2013 - Present
Lord Abbett & Co. LLC October 2004 - Present
Education
Boston College
Lord, Abbett & Co. LLC April 2013 - Present
Lord Abbett & Co. LLC October 2004 - Present
Education
Boston College
Brian Kyle's Lord, Abbett & Co. LLC Experience July 2013 - September 2014
Job PIMCO Investments LLC
Industry Financial Services
Experience
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC July 2013 - September 2014
PNC December 2010 - June 2013
The First Tee May 2009 - December 2010
Skills
Banking, Loans, Credit, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Cross Selling, Portfolio Management, Relationship Management, Lines Of Credit, Wealth Management, Mortgage Banking, Financial Analysis, Loan Origination, Series 7, Underwriting
Education
University of Pittsburgh 2006 — 2010
Bachelor's degree, Accounting and Finance
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC July 2013 - September 2014
PNC December 2010 - June 2013
The First Tee May 2009 - December 2010
Skills
Banking, Loans, Credit, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Cross Selling, Portfolio Management, Relationship Management, Lines Of Credit, Wealth Management, Mortgage Banking, Financial Analysis, Loan Origination, Series 7, Underwriting
Education
University of Pittsburgh 2006 — 2010
Bachelor's degree, Accounting and Finance
David Valle II's Lord, Abbett & Co. LLC Experience February 2008 - March 2011
Job Workforce Management Consultant
Industry Management Consulting
Experience
ADP June 2015 - Present
CareerBuilder.com October 2014 - April 2015
Verizon Wireless October 2012 - October 2014
Bloomberg March 2011 - April 2012
Lord Abbett & Co. LLC February 2008 - March 2011
LMB Group Inc. January 2004 - December 2007
Skills
Investments, Management, Account Management, CRM, Sales, Finance, Relationship Management, SaaS, Sales Presentations, New Business Generation, New Business Development, Team Leadership, Highly self-motivated, Bloomberg, Equities, Leadership, Consulting, Recruiting
Education
St. Francis College 2002 — 2004
Bachelor of Science, Business Finance
Seton Hall University 1999 — 2001
Bachelor of Science (BS), Business Finance
ADP June 2015 - Present
CareerBuilder.com October 2014 - April 2015
Verizon Wireless October 2012 - October 2014
Bloomberg March 2011 - April 2012
Lord Abbett & Co. LLC February 2008 - March 2011
LMB Group Inc. January 2004 - December 2007
Skills
Investments, Management, Account Management, CRM, Sales, Finance, Relationship Management, SaaS, Sales Presentations, New Business Generation, New Business Development, Team Leadership, Highly self-motivated, Bloomberg, Equities, Leadership, Consulting, Recruiting
Education
St. Francis College 2002 — 2004
Bachelor of Science, Business Finance
Seton Hall University 1999 — 2001
Bachelor of Science (BS), Business Finance
Steve Lipper's Lord, Abbett & Co. LLC Experience October 2012 - September 2014
Job
Industry Investment Management
Experience
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
Ganesh Devarashetty's Lord, Abbett & Co. LLC Experience September 2008 - October 2012
Job
Industry Computer Software
Experience
Lord, Abbett & Co. LLC September 2008 - October 2012
Golman Sachs January 2001 - September 2008
BankOne & Verizon - Ohio November 1999 - November 2000
Tata Infotech July 1996 - 1998
Skills
Enterprise Architecture, SOA, Web Services
Education
University of Mumbai 1990 — 1996
BE, Electronics
Lord, Abbett & Co. LLC September 2008 - October 2012
Golman Sachs January 2001 - September 2008
BankOne & Verizon - Ohio November 1999 - November 2000
Tata Infotech July 1996 - 1998
Skills
Enterprise Architecture, SOA, Web Services
Education
University of Mumbai 1990 — 1996
BE, Electronics
Dawn R. Brock's Lord, Abbett & Co. LLC Experience June 2011 - November 2013
Job
Industry Investment Banking
Experience
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Palisade Capital Management, L.L.C. November 2013 - Present
Lord Abbett & Co. LLC June 2011 - November 2013
Kaufman Bros., L.P. November 2009 - July 2011
JPMorgan May 2004 - January 2009
BMO/Harris Nesbitt September 2003 - May 2004
UBS Investment Bank March 2001 - March 2002
ING/Furman Selz September 1996 - March 2001
Skills
Investments, Equities, Strategy, Bloomberg, Equity Research, Valuation, Securities, Equity Valuation, Competitive Analysis, Hedge Funds, Investment Banking, Fixed Income, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Series 63, Private Equity, Asset Managment
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
New York University 1992 — 1996
BA, Journalism
Franco Woolfe's Lord, Abbett & Co. LLC Experience 2013 - Present
Job Quantitative Researcher at Lord, Abbett & Co
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2013 - Present
Goldman Sachs 2011 - 2013
Goldman Sachs 2008 - 2011
General Electric Global Research 2007 - 2007
Skills
Risk Management, Quantitative Finance, VAR, Derivatives, Credit Risk, Market Making, Options, Financial Analysis, Stochastic Modeling, Investments, Fixed Income, Market Risk, Credit Derivatives, Quantitative Analytics, Valuation, Credit, Hedge Funds, FX Options, Equity Derivatives, Trading Systems, Interest Rate..., Capital Markets, Equities, Structured Products, Quantitative Investing, Financial Markets, Swaps, Electronic Trading, Bloomberg, Alternative Investments, Volatility, Investment Banking, Bonds, Trading, Emerging Markets, CDS, Equity Trading, Financial Engineering, Proprietary Trading, Prime Brokerage
Education
Yale University
Applied Mathematics
University of Oxford
Mathematical Modeling
European School of Brussels 1988 — 2000
Lord, Abbett & Co. LLC 2013 - Present
Goldman Sachs 2011 - 2013
Goldman Sachs 2008 - 2011
General Electric Global Research 2007 - 2007
Skills
Risk Management, Quantitative Finance, VAR, Derivatives, Credit Risk, Market Making, Options, Financial Analysis, Stochastic Modeling, Investments, Fixed Income, Market Risk, Credit Derivatives, Quantitative Analytics, Valuation, Credit, Hedge Funds, FX Options, Equity Derivatives, Trading Systems, Interest Rate..., Capital Markets, Equities, Structured Products, Quantitative Investing, Financial Markets, Swaps, Electronic Trading, Bloomberg, Alternative Investments, Volatility, Investment Banking, Bonds, Trading, Emerging Markets, CDS, Equity Trading, Financial Engineering, Proprietary Trading, Prime Brokerage
Education
Yale University
Applied Mathematics
University of Oxford
Mathematical Modeling
European School of Brussels 1988 — 2000
Richard (Il Hyung) Lee's Lord, Abbett & Co. LLC Experience November 2003 - August 2005
Job Restructuring Associate at Lazard
Industry Financial Services
Experience
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Tricia Escobar's Lord, Abbett & Co. LLC Experience March 1997 - Present
Job Director, Advisor Solutions at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 1997 - Present
Education
University of Scranton
Lord, Abbett & Co. LLC March 1997 - Present
Education
University of Scranton
Alex Fulgencio's Lord, Abbett & Co. LLC Experience 2000 - 2008
Job Nursing Student
Industry Hospital & Health Care
Experience
Lord Abbett & Co. LLC 2000 - 2008
Education
Queensborough Community College 2012 — 2014
Lord Abbett & Co. LLC 2000 - 2008
Education
Queensborough Community College 2012 — 2014
Machel Allen, CFA's Lord, Abbett & Co. LLC Experience 1999 - 2002
Job President and Chief Investment Officer at Metis Global Partners
Industry Investment Management
Experience
Metis Global Partners November 2013 - Present
Brandes Investment Partners 2003 - November 2013
Lord Abbett & Co. LLC 1999 - 2002
LCG Associates 1995 - 1997
Watson Wyatt 1993 - 1995
Skills
Equities, Investment Management, Asset Allocation, Asset Managment, Equity Research, Leadership, Asset Management, Investment Strategies, Portfolio Management, Value Investing, Hedge Funds, Investments, Bloomberg, Equity Valuation, Fixed Income, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Investments/Finance
Metis Global Partners November 2013 - Present
Brandes Investment Partners 2003 - November 2013
Lord Abbett & Co. LLC 1999 - 2002
LCG Associates 1995 - 1997
Watson Wyatt 1993 - 1995
Skills
Equities, Investment Management, Asset Allocation, Asset Managment, Equity Research, Leadership, Asset Management, Investment Strategies, Portfolio Management, Value Investing, Hedge Funds, Investments, Bloomberg, Equity Valuation, Fixed Income, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Investments/Finance
Justin Rohn's Lord, Abbett & Co. LLC Experience March 2005 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2005 - Present
Education
University of Rhode Island
Lord, Abbett & Co. LLC March 2005 - Present
Education
University of Rhode Island
Darnell Azeez, CFA's Lord, Abbett & Co. LLC Experience January 2007 - April 2014
Job Equity Analyst at TAMRO Capital Partners
Industry Financial Services
Experience
TAMRO Capital Partners April 2014 - Present
Lord Abbett & Co. LLC January 2007 - April 2014
Lord Abbett & Co. LLC September 2004 - December 2006
Lord Abbett & Co. LLC August 2002 - September 2004
Skills
Investments, Mutual Funds, Equity Research, Equities, Series 7, Investment Strategies, Asset Allocation, Asset Managment, Investment Advisory, Portfolio Management, Series 66
Education
Lafayette College 1998 — 2002
BA, Business & Economics
Brooklyn Tech HS
TAMRO Capital Partners April 2014 - Present
Lord Abbett & Co. LLC January 2007 - April 2014
Lord Abbett & Co. LLC September 2004 - December 2006
Lord Abbett & Co. LLC August 2002 - September 2004
Skills
Investments, Mutual Funds, Equity Research, Equities, Series 7, Investment Strategies, Asset Allocation, Asset Managment, Investment Advisory, Portfolio Management, Series 66
Education
Lafayette College 1998 — 2002
BA, Business & Economics
Brooklyn Tech HS
Brian Canfield's Lord, Abbett & Co. LLC Experience May 2012 - Present
Job Assistant General Counsel at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC May 2012 - Present
Prudential Investment Management 2005 - June 2012
Baker & McKenzie August 2003 - March 2005
Fried, Frank, Harris, Shriver & Jacobson August 2000 - August 2003
Education
New York University School of Law 1997 — 2000
University of Oklahoma 1993 — 1997
BS, Accounting
Lord Abbett & Co. LLC May 2012 - Present
Prudential Investment Management 2005 - June 2012
Baker & McKenzie August 2003 - March 2005
Fried, Frank, Harris, Shriver & Jacobson August 2000 - August 2003
Education
New York University School of Law 1997 — 2000
University of Oklahoma 1993 — 1997
BS, Accounting
Ryan Maxwell's Lord, Abbett & Co. LLC Experience June 2005 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2005 - Present
Education
University of Massachusetts, Amherst
Lord, Abbett & Co. LLC June 2005 - Present
Education
University of Massachusetts, Amherst
Richard Hooshiari's Lord, Abbett & Co. LLC Experience February 2012 - Present
Job Investment Management/Portfolio Analytics and Risk Management
Industry Financial Services
Experience
Lord Abbett & Co. LLC February 2012 - Present
Bank Of America/Merrill Lyich July 2008 - September 2011
Fannie Mae 2007 - 2008
Morgan Stanley - MSCI 2006 - 2007
HSBC 2001 - 2006
Prudential Securities 1988 - 2000
Prudential Financial 1988 - 2000
Education
University of Massachusetts, Amherst
MS, BS, Engineering, Applied Math and CompSci
Lord Abbett & Co. LLC February 2012 - Present
Bank Of America/Merrill Lyich July 2008 - September 2011
Fannie Mae 2007 - 2008
Morgan Stanley - MSCI 2006 - 2007
HSBC 2001 - 2006
Prudential Securities 1988 - 2000
Prudential Financial 1988 - 2000
Education
University of Massachusetts, Amherst
MS, BS, Engineering, Applied Math and CompSci
Ryan Kubie's Lord, Abbett & Co. LLC Experience October 2011 - Present
Job Director of Client Relationship Management at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC October 2011 - Present
Lord Abbett & Co. LLC October 2010 - September 2011
Lord Abbett & Co. LLC October 2007 - September 2010
Lord Abbett & Co. LLC April 2005 - September 2007
Lord Abbett & Co. LLC June 2000 - March 2005
Skills
Series 7
Education
Lafayette College 1996 — 2000
BA, Government & Law/Business & Economics
Lord Abbett & Co. LLC October 2011 - Present
Lord Abbett & Co. LLC October 2010 - September 2011
Lord Abbett & Co. LLC October 2007 - September 2010
Lord Abbett & Co. LLC April 2005 - September 2007
Lord Abbett & Co. LLC June 2000 - March 2005
Skills
Series 7
Education
Lafayette College 1996 — 2000
BA, Government & Law/Business & Economics
John Lora's Lord, Abbett & Co. LLC Experience May 2007 - May 2011
Job Experienced Systems Administrator and IT Manager
Industry Financial Services
Experience
KCG Holdings, Inc. (Formerly GETCO) November 2013 - Present
KCG Holdings, Inc. (Formerly GETCO) June 2011 - October 2013
Lord Abbett & Co. LLC May 2007 - May 2011
Lord Abbett & Co. LLC July 2006 - April 2007
Lord Abbett & Co. LLC September 2004 - July 2006
DeSola Group, Inc September 1997 - September 2004
Skills
System Administration, System Design, Electronic Trading, Systems Analysis, Bloomberg, Active Directory, Troubleshooting, SQL, IT Management, Global IT Operations, IT Infrastructure..., Equities, Project Management, Security, SDLC, Microsoft Exchange, Trading Systems, Fixed Income, Hardware, Market Data, Microsoft SQL Server, Windows, Business Analysis, Servers, Enterprise Architecture, .NET, Vendor Management, Blackberry Enterprise..., XP, Operating Systems, Windows Server, Equity Trading, Disaster Recovery, IIS, Windows 7, Derivatives, Exchange Connectivity, Options, Databases, Technical Support, Networking, Information Technology, Data Center, Asset Management
Education
HOFSTRA UNIVERSITY - Frank G. Zarb School of Business
Bachelor of Business Administration (BBA), Business Computer Information Systems
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
New York University
SCPS, Local Area Networks
KCG Holdings, Inc. (Formerly GETCO) November 2013 - Present
KCG Holdings, Inc. (Formerly GETCO) June 2011 - October 2013
Lord Abbett & Co. LLC May 2007 - May 2011
Lord Abbett & Co. LLC July 2006 - April 2007
Lord Abbett & Co. LLC September 2004 - July 2006
DeSola Group, Inc September 1997 - September 2004
Skills
System Administration, System Design, Electronic Trading, Systems Analysis, Bloomberg, Active Directory, Troubleshooting, SQL, IT Management, Global IT Operations, IT Infrastructure..., Equities, Project Management, Security, SDLC, Microsoft Exchange, Trading Systems, Fixed Income, Hardware, Market Data, Microsoft SQL Server, Windows, Business Analysis, Servers, Enterprise Architecture, .NET, Vendor Management, Blackberry Enterprise..., XP, Operating Systems, Windows Server, Equity Trading, Disaster Recovery, IIS, Windows 7, Derivatives, Exchange Connectivity, Options, Databases, Technical Support, Networking, Information Technology, Data Center, Asset Management
Education
HOFSTRA UNIVERSITY - Frank G. Zarb School of Business
Bachelor of Business Administration (BBA), Business Computer Information Systems
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
New York University
SCPS, Local Area Networks
Jeffrey Cutler's Lord, Abbett & Co. LLC Experience August 2007 - Present
Job Compliance Associate at Lord Abbett & Co. LLC
Industry Law Practice
Experience
Lord Abbett & Co. LLC August 2007 - Present
Skills
Equities, Due Diligence, Corporate Governance, Risk Management, Legal Writing, Mergers, Hedge Funds, Financial Services, Private Equity, Mergers & Acquisitions, Alternative Investments
Education
Maurice A. Deane School of Law at Hofstra University 2003 — 2006
Penn State University 1999 — 2003
BS, Administration of Justice
Lord Abbett & Co. LLC August 2007 - Present
Skills
Equities, Due Diligence, Corporate Governance, Risk Management, Legal Writing, Mergers, Hedge Funds, Financial Services, Private Equity, Mergers & Acquisitions, Alternative Investments
Education
Maurice A. Deane School of Law at Hofstra University 2003 — 2006
Penn State University 1999 — 2003
BS, Administration of Justice
Kevin McKane, CFP®, CRPS®'s Lord, Abbett & Co. LLC Experience May 2004 - August 2004
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Lili Jiang, CIMA®'s Lord, Abbett & Co. LLC Experience October 2007 - May 2012
Job Business Development Associate at BlackRock, iShares
Industry Investment Management
Experience
Blackrock, iShares June 2015 - Present
BlackRock, iShares May 2012 - Present
Lord Abbett & Co. LLC October 2007 - May 2012
Lord Abbett June 2004 - October 2007
Education
Pace University
B.B.A., Finance/Marketing
Blackrock, iShares June 2015 - Present
BlackRock, iShares May 2012 - Present
Lord Abbett & Co. LLC October 2007 - May 2012
Lord Abbett June 2004 - October 2007
Education
Pace University
B.B.A., Finance/Marketing
James Colby's Lord, Abbett & Co. LLC Experience February 2005 - January 2007
Job Sr. Municipal Strategist at Van Eck Global
Industry Financial Services
Experience
Van Eck Global September 2007 - Present
Lord Abbett & Co. LLC February 2005 - January 2007
Evergreen Investments 1992 - 2000
Skills
Fixed Income, Asset Management, Portfolio Management, Trading, Investments, Asset Managment, Alternative Investments, Bonds, Asset Allocation, Bloomberg, Financial Services, Equities, Hedge Funds, Capital Markets, Series 7, ETFs, Investment Strategies
Education
Brown University
BA Economics/International Relations, Economics
Hofstra University
Master of Business Administration (MBA), Finance, General
Van Eck Global September 2007 - Present
Lord Abbett & Co. LLC February 2005 - January 2007
Evergreen Investments 1992 - 2000
Skills
Fixed Income, Asset Management, Portfolio Management, Trading, Investments, Asset Managment, Alternative Investments, Bonds, Asset Allocation, Bloomberg, Financial Services, Equities, Hedge Funds, Capital Markets, Series 7, ETFs, Investment Strategies
Education
Brown University
BA Economics/International Relations, Economics
Hofstra University
Master of Business Administration (MBA), Finance, General
Frank B Hemmen, CRPS's Lord, Abbett & Co. LLC Experience January 1985 - November 1985
Job Vice President Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1985 - Present
Lord Abbett & Co. LLC January 1985 - November 1985
Xerox Corporation 1976 - 1985
Skills
Sales Manager
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Finance
California Polytechnic State University-San Luis Obispo 1974 — 1976
Bachelor of Science, Business Administration
Morgan Stanley Smith Barney November 1985 - Present
Lord Abbett & Co. LLC January 1985 - November 1985
Xerox Corporation 1976 - 1985
Skills
Sales Manager
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Finance
California Polytechnic State University-San Luis Obispo 1974 — 1976
Bachelor of Science, Business Administration
Alan Danzig's Lord, Abbett & Co. LLC Experience August 2012 - Present
Job Research Analyst at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
Chad LaTour's Lord, Abbett & Co. LLC Experience August 2012 - Present
Job Regional Manager at Lord, Abbett & Co. L.L.C.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Joseph Graham, CFA's Lord, Abbett & Co. LLC Experience April 2015 - Present
Job Managing Partner at Route 3 Capital
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
LibertyView Capital Management October 2013 - April 2015
Route 3 Capital January 2013 - April 2015
HudsonView Capital Management March 2011 - December 2012
Millennium Partners October 2008 - December 2010
LibertyView Capital Management June 2004 - October 2008
Morgan Keegan 1999 - 2003
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Banking, Trading, Alternative Investments, Trading Strategies, Mergers, Securities, Asset Managment, Quantitative Investing, Sentiment Analysis, C#, R, ETFs, Bloomberg, Python, Asset Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Philosophy
Lord, Abbett & Co. LLC April 2015 - Present
LibertyView Capital Management October 2013 - April 2015
Route 3 Capital January 2013 - April 2015
HudsonView Capital Management March 2011 - December 2012
Millennium Partners October 2008 - December 2010
LibertyView Capital Management June 2004 - October 2008
Morgan Keegan 1999 - 2003
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Banking, Trading, Alternative Investments, Trading Strategies, Mergers, Securities, Asset Managment, Quantitative Investing, Sentiment Analysis, C#, R, ETFs, Bloomberg, Python, Asset Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Philosophy
Paul McCoy's Lord, Abbett & Co. LLC Experience June 2001 - April 2012
Job President/CEO at Total Wealth Advisors, LLC
Industry Investment Management
Experience
Total Wealth Advisors, LLC May 2012 - Present
Lord Abbett & Co. LLC June 2001 - April 2012
Edward Jones April 1993 - May 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Series 63, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Investments, ETFs, Portfolio Management, Asset Management, 401k, Investment Management, Series 24
Education
Minnesota State University, Mankato
Bachelor's of Science
Total Wealth Advisors, LLC May 2012 - Present
Lord Abbett & Co. LLC June 2001 - April 2012
Edward Jones April 1993 - May 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Series 63, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Investment Advisory, Asset Managment, Wealth Management, Investments, ETFs, Portfolio Management, Asset Management, 401k, Investment Management, Series 24
Education
Minnesota State University, Mankato
Bachelor's of Science
Chuck Rozakis's Lord, Abbett & Co. LLC Experience July 2008 - Present
Job Equity Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2008 - Present
Lord Abbett & Co. LLC October 2007 - July 2008
Lord Abbett & Co. LLC September 2004 - October 2007
Lord Abbett & Co. LLC February 2004 - September 2004
MedAbiliti Software June 2003 - January 2004
Morgan Stanley June 2002 - August 2002
Skills
Microsoft Office, Factset, Bloomberg, SPSS, Compustat, Equity Research, Equity Valuation, Financial Analysis, Data Analysis, Data Mining, Statistics, Business Strategy, Economics, Logistics, Research Strategy, Portfolio Optimization, Business Optimization, Financial Reporting, Report Generation, Portfolio Management, Capital Markets, Valuation, Research, Hedge Funds, Business Process..., Trading, Fixed Income, Financial Modeling, Derivatives, Equities, Finance, Series 7, Investments, Asset Managment, Corporate Finance, Securities, Mutual Funds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Langone Program
Princeton University 1999 — 2003
AB, Economics
Farmingdale High School 1996 — 1999
Lord Abbett & Co. LLC July 2008 - Present
Lord Abbett & Co. LLC October 2007 - July 2008
Lord Abbett & Co. LLC September 2004 - October 2007
Lord Abbett & Co. LLC February 2004 - September 2004
MedAbiliti Software June 2003 - January 2004
Morgan Stanley June 2002 - August 2002
Skills
Microsoft Office, Factset, Bloomberg, SPSS, Compustat, Equity Research, Equity Valuation, Financial Analysis, Data Analysis, Data Mining, Statistics, Business Strategy, Economics, Logistics, Research Strategy, Portfolio Optimization, Business Optimization, Financial Reporting, Report Generation, Portfolio Management, Capital Markets, Valuation, Research, Hedge Funds, Business Process..., Trading, Fixed Income, Financial Modeling, Derivatives, Equities, Finance, Series 7, Investments, Asset Managment, Corporate Finance, Securities, Mutual Funds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Langone Program
Princeton University 1999 — 2003
AB, Economics
Farmingdale High School 1996 — 1999
Jarrod Sohosky, CIMA's Lord, Abbett & Co. LLC Experience 1997 - Present
Job Partner at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co., LLC 1997 - Present
Education
Missouri State University
Lord Abbett & Co., LLC 1997 - Present
Education
Missouri State University
Dennis Byrne's Lord, Abbett & Co. LLC Experience April 2012 - May 2013
Job Client Relationship Management Professional
Industry Financial Services
Experience
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Elim Group - AXA Advisors June 2014 - Present
Raymond James Financial Inc. November 2013 - May 2014
Lord Abbett & Co. LLC April 2012 - May 2013
Etrade Financial March 2010 - March 2012
Goldman Sachs Asset Management May 1998 - November 2008
Morgan Stanley June 1994 - May 1998
The Chase Manhattan Bank February 1989 - June 1994
Skills
Licensing, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Series 63, Bloomberg, Investments, Capital Markets, Securities, Asset Allocation, Investment Strategies, Derivatives, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Iona College 1983 — 1987
BBA, Finance
Jeff Khasin's Lord, Abbett & Co. LLC Experience March 2015 - Present
Job Associate Portfolio Manager, Fixed Income Securities
Industry Financial Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC April 2012 - August 2014
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Lord, Abbett & Co. LLC March 2015 - Present
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC April 2012 - August 2014
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Elizabeth Broderick's Lord, Abbett & Co. LLC Experience 2002 - 2009
Job Medical Receptionist at Barnabas Health
Industry Financial Services
Experience
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Barnabas Health May 2015 - Present
American Cancer Society March 2011 - Present
Skylands Urology December 2012 - March 2015
Skylands Urology December 2012 - December 2012
MACRO Consulting Group May 2012 - August 2012
SCCC 2012 - 2012
JP Morgan Chase 2009 - 2010
Lord Abbett 2002 - 2009
Lord Abbett & Co. LLC 2002 - 2009
A.G. Edwards 1999 - 2002
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Equities, Wealth Management, Asset Allocation, Securities, 401k, Relationship Management, Fixed Income, Series 7, Series 66, Hospice Volunteer, Asset Management, Retirement
Education
Sussex County Community College 2011 — 2012
CMAA, Medical Office Administration/Electronic Health Records
Fairleigh Dickinson University 2000 — 2005
MBA, Management/Corporate Communications
Saint Michael's College 1992 — 1996
BA, English, Business
Pope John XXIII HS 1988 — 1992
Lilly Hu's Lord, Abbett & Co. LLC Experience July 2012 - December 2014
Job Trader at Barclays Investment Bank
Industry Investment Management
Experience
Barclays Investment Bank December 2014 - Present
Lord, Abbett & Co. LLC July 2012 - December 2014
University of Pennsylvania December 2010 - May 2012
Federal Reserve Bank of Chicago June 2011 - September 2011
The Children's Hospital of Philadelphia December 2008 - May 2011
Skills
R, SAS, SPSS, Matlab, VBA, Microsoft SQL Server, Stata, PowerPoint, Finance, Risk Management, Data Analysis, Microsoft Excel, Microsoft Office, Research, Economics, Data Mining, Quantitative Analytics, Statistics, Financial Modeling, Financial Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.)
Parkland High School
Barclays Investment Bank December 2014 - Present
Lord, Abbett & Co. LLC July 2012 - December 2014
University of Pennsylvania December 2010 - May 2012
Federal Reserve Bank of Chicago June 2011 - September 2011
The Children's Hospital of Philadelphia December 2008 - May 2011
Skills
R, SAS, SPSS, Matlab, VBA, Microsoft SQL Server, Stata, PowerPoint, Finance, Risk Management, Data Analysis, Microsoft Excel, Microsoft Office, Research, Economics, Data Mining, Quantitative Analytics, Statistics, Financial Modeling, Financial Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.)
Parkland High School
Maneesh Singhal's Lord, Abbett & Co. LLC Experience July 2010 - October 2014
Job Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments November 2014 - Present
Lord Abbett & Co. LLC July 2010 - October 2014
Skills
Equities, Emerging Markets, Investments, Investment Management, Financial Modeling, Financial Analysis, Valuation, Equity Research, Equity Valuation
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Biology, Economics
American Century Investments November 2014 - Present
Lord Abbett & Co. LLC July 2010 - October 2014
Skills
Equities, Emerging Markets, Investments, Investment Management, Financial Modeling, Financial Analysis, Valuation, Equity Research, Equity Valuation
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (BA), Biology, Economics
Joseph Krist's Lord, Abbett & Co. LLC Experience November 2005 - March 2009
Job Municipal Credit Consultant at municreditnews.com
Industry Financial Services
Experience
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
municreditnews.com October 2014 - Present
UBS Wealth Management October 2009 - August 2014
Lord Abbett & Co. LLC November 2005 - March 2009
First Albany Corp April 2003 - November 2005
Oppenheimer Funds November 1989 - July 2002
Municipal Bond Investors Assurance Corp January 1988 - November 1989
Manufacturers Hanover Trust Co March 1980 - December 1987
Shearson Loeb Rhoades Securities November 1978 - February 1980
Skills
Capital Markets, Bonds, Mutual Funds, Finance, Credit Analysis, Credit, Securities, Project Finance, Analysis, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Investments, Series 7, Financial Analysis
Education
Syracuse University 1973 — 1977
B.A, History, Economics
Syracuse University - Maxwell School 1973 — 1977
B.A., Economics, History
Heidi Bush's Lord, Abbett & Co. LLC Experience April 2005 - Present
Job Senior Equity Analyst Small Cap at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co., LLC April 2005 - Present
YMCA Retirement Fund July 1996 - January 2005
New York Life Insurance Company 1991 - 1996
Skills
Investor Relations, Mutual Funds, Equities, Equity Research
Education
Columbia University - Columbia Business School
MBA, Finance
Lord Abbett & Co., LLC April 2005 - Present
YMCA Retirement Fund July 1996 - January 2005
New York Life Insurance Company 1991 - 1996
Skills
Investor Relations, Mutual Funds, Equities, Equity Research
Education
Columbia University - Columbia Business School
MBA, Finance
Gus Fennell's Lord, Abbett & Co. LLC Experience June 2000 - August 2014
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
Lord, Abbett & Co. LLC June 2000 - August 2014
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science, Finance
BlackRock August 2014 - Present
Lord, Abbett & Co. LLC June 2000 - August 2014
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science, Finance
Jeremy Gurewitz's Lord, Abbett & Co. LLC Experience July 2012 - Present
Job Research Associate at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2012 - Present
Relational Investors LLC June 2011 - August 2011
Apollo Management June 2010 - August 2010
Skills
Portfolio Management, Valuation, Equities, Analytics, Mutual Funds, Credit, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Economics, Pricing, VBA, Capital Markets, Data Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Economics
Lord Abbett & Co. LLC July 2012 - Present
Relational Investors LLC June 2011 - August 2011
Apollo Management June 2010 - August 2010
Skills
Portfolio Management, Valuation, Equities, Analytics, Mutual Funds, Credit, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Economics, Pricing, VBA, Capital Markets, Data Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Economics
Brian Lane's Lord, Abbett & Co. LLC Experience March 2001 - November 2001
Job Product Manager, Liquidity Products at CodeStreet
Industry Financial Services
Experience
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
Marissa Plante's Lord, Abbett & Co. LLC Experience November 2010 - July 2011
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock July 2011 - Present
Lord Abbett & Co. LLC November 2010 - July 2011
Mortgage Success Source June 2010 - October 2010
Gain Capital Group July 2009 - June 2010
The Bank of New York June 2007 - August 2009
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Asset Allocation, Wealth Management, Series 7, series 66, Offshore Mutual Funds, Fixed Income, Trading, Alternative Investments, Investment Strategies, ETFs, Financial Markets, Portfolio Management, Uniform Combined State..., Equities, Investment Management, Bonds, FINRA, Hedge Funds, Finance, Investments, Series 63, Commodity, Asset Management, Financial Advisory, Securities
Education
Johnson & Wales University 2003 — 2007
Bachelors, Finance
BlackRock July 2011 - Present
Lord Abbett & Co. LLC November 2010 - July 2011
Mortgage Success Source June 2010 - October 2010
Gain Capital Group July 2009 - June 2010
The Bank of New York June 2007 - August 2009
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Asset Allocation, Wealth Management, Series 7, series 66, Offshore Mutual Funds, Fixed Income, Trading, Alternative Investments, Investment Strategies, ETFs, Financial Markets, Portfolio Management, Uniform Combined State..., Equities, Investment Management, Bonds, FINRA, Hedge Funds, Finance, Investments, Series 63, Commodity, Asset Management, Financial Advisory, Securities
Education
Johnson & Wales University 2003 — 2007
Bachelors, Finance
Genevieve Loomis's Lord, Abbett & Co. LLC Experience January 2012 - August 2012
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Lord Abbett & Co. LLC January 2012 - August 2012
JETT Asia September 2010 - July 2012
Vision Education August 2010 - September 2011
Pullman Shanghai Skyway September 2010 - February 2011
Wessco International September 2010 - December 2010
Synergistic Solutions June 2010 - August 2010
Northeast Capital and Advisory, Inc. June 2009 - September 2009
15 LOVE 2006 - 2009
Education
Williams College 2006 — 2010
BA, Political Science, Chinese
National Taiwan Normal University
Niskayuna High School
Universidad de León
Williamsville East High School
J.P. Morgan August 2012 - Present
Lord Abbett & Co. LLC January 2012 - August 2012
JETT Asia September 2010 - July 2012
Vision Education August 2010 - September 2011
Pullman Shanghai Skyway September 2010 - February 2011
Wessco International September 2010 - December 2010
Synergistic Solutions June 2010 - August 2010
Northeast Capital and Advisory, Inc. June 2009 - September 2009
15 LOVE 2006 - 2009
Education
Williams College 2006 — 2010
BA, Political Science, Chinese
National Taiwan Normal University
Niskayuna High School
Universidad de León
Williamsville East High School
John Rizzuto's Lord, Abbett & Co. LLC Experience January 2007 - Present
Job Chief Information Security Officer at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC January 2007 - Present
Skills
Photography, Asset Management, Fixed Income
Education
State University of New York at Albany
Syracuse University
Life, All
Lord Abbett & Co. LLC January 2007 - Present
Skills
Photography, Asset Management, Fixed Income
Education
State University of New York at Albany
Syracuse University
Life, All
Dafina Kukaj's Lord, Abbett & Co. LLC Experience July 2012 - August 2014
Job Client Service Associate at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC July 2012 - August 2014
Lord Abbett & Co. LLC March 2011 - July 2012
Morgan Stanley March 2008 - May 2009
The Award Group January 2008 - May 2008
Bloomingdales May 2005 - July 2007
Northwestern Mutual Financial Network January 2007 - June 2007
Education
Pace University 2004 — 2008
Bachelor of Business Administration; Bachelor of Business Administration, Finance; Business Management
Lord Abbett & Co. LLC July 2012 - August 2014
Lord Abbett & Co. LLC March 2011 - July 2012
Morgan Stanley March 2008 - May 2009
The Award Group January 2008 - May 2008
Bloomingdales May 2005 - July 2007
Northwestern Mutual Financial Network January 2007 - June 2007
Education
Pace University 2004 — 2008
Bachelor of Business Administration; Bachelor of Business Administration, Finance; Business Management
Catarina Marques's Lord, Abbett & Co. LLC Experience 2012 - 2012
Job Executive Sales Assistant at DBR360, Inc.
Industry Marketing and Advertising
Experience
GTT April 2014 - Present
DBR360, Inc. 2012 - Present
Lord Abbett & Co. LLC 2012 - 2012
Forest Laboratories 2011 - 2012
Skills
Brazilian Portuguese, Portuguese, Portuguese native, Brazilian, Spanish, Administration, Microsoft Office, Microsoft Suites, Telephone Skills, Travel Arrangements, Time Management, System Administration, Research, Invoicing, Management, Telecommunications, Travel, PowerPoint, Outlook, Marketing, Customer Service, Administrative...
Education
New Jersey Institute of Technology 2006 — 2010
Bachelor's Degree, Business Administration
GTT April 2014 - Present
DBR360, Inc. 2012 - Present
Lord Abbett & Co. LLC 2012 - 2012
Forest Laboratories 2011 - 2012
Skills
Brazilian Portuguese, Portuguese, Portuguese native, Brazilian, Spanish, Administration, Microsoft Office, Microsoft Suites, Telephone Skills, Travel Arrangements, Time Management, System Administration, Research, Invoicing, Management, Telecommunications, Travel, PowerPoint, Outlook, Marketing, Customer Service, Administrative...
Education
New Jersey Institute of Technology 2006 — 2010
Bachelor's Degree, Business Administration
Chiao Chen's Lord, Abbett & Co. LLC Experience February 2012 - Present
Job Manager Data Analysis and Review Team at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
Michael Kang's Lord, Abbett & Co. LLC Experience January 2012 - July 2013
Job Executive Recruiter at Robert Walters
Industry Investment Management
Experience
Robert Walters April 2015 - Present
Morgan Stanley July 2013 - April 2015
Lord Abbett & Co. LLC January 2012 - July 2013
FGI Finance August 2011 - January 2012
Porter, LeVay & Rose, Inc. February 2011 - May 2011
Delta Sigma Pi - Pi Psi Chapter January 2009 - May 2011
Permal Asset Management September 2010 - December 2010
eMusic 2009 - 2009
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Corporate Finance, Access, Mutual Funds, Financial Analysis, Series 65, Global Macro, Bloomberg Terminal, Fund Of Funds
Education
Baruch College 2007 — 2012
BBA, Finance
Brooklyn Technical High School 2003 — 2007
Computer Science
Robert Walters April 2015 - Present
Morgan Stanley July 2013 - April 2015
Lord Abbett & Co. LLC January 2012 - July 2013
FGI Finance August 2011 - January 2012
Porter, LeVay & Rose, Inc. February 2011 - May 2011
Delta Sigma Pi - Pi Psi Chapter January 2009 - May 2011
Permal Asset Management September 2010 - December 2010
eMusic 2009 - 2009
Skills
Bloomberg, Financial Modeling, Microsoft Excel, Corporate Finance, Access, Mutual Funds, Financial Analysis, Series 65, Global Macro, Bloomberg Terminal, Fund Of Funds
Education
Baruch College 2007 — 2012
BBA, Finance
Brooklyn Technical High School 2003 — 2007
Computer Science
Derek Cook's Lord, Abbett & Co. LLC Experience 2000 - 2011
Job Vice President BlackRock Investments
Industry Financial Services
Experience
BlackRock 2011 - Present
Lord Abbett & Co. LLC 2000 - 2011
Skills
Series 7
Education
Miami University 1991 — 1994
Bachelor's degree, Finance, General
BlackRock 2011 - Present
Lord Abbett & Co. LLC 2000 - 2011
Skills
Series 7
Education
Miami University 1991 — 1994
Bachelor's degree, Finance, General
John P. Irwin, M.L.I.S., M.A.'s Lord, Abbett & Co. LLC Experience January 2006 - January 2008
Job Department Head, Access Services, Assistant Professor, and Ph.D. Candidate at Seton Hall University
Industry Higher Education
Experience
SETON HALL UNIVERSITY 2011 - Present
SETON HALL UNIVERSITY LAW SCHOOL June 2011 - December 2013
MONTCLAIR STATE UNIVERSITY September 2009 - August 2011
BERGEN COMMUNITY COLLEGE October 2010 - 2011
Bancnorth Investment Bank May 2008 - August 2009
Lord Abbett & Co. LLC January 2006 - January 2008
US Navy January 1988 - January 1992
Skills
Microsoft Office, Research, Library Research, Teaching, Databases, Internet, Organizing, Problem Solving, SPSS, Westlaw, EBSCO, Bloomberg, ProQuest, PACER, LibGuides, Dialog Programs, CCH, Library, Information Literacy, Higher Education, Library Science, Library Instruction, Community Outreach, Student Affairs, Libraries, Online Research, Editing, Public Speaking, Collection Development, Social Media
Education
Seton Hall University 2012 — 2014
Master's Degree, M.A., College Student Personnel Administration, CSPA
Rutgers University 2009 — 2011
Master's Degree, M.L.I.S., Master of Library and Information Science
Ramapo College of New Jersey
B.A., Communication Arts/B.A., Literature, B.A., Communication Arts/B.A., Literature
Seton Hall University
Ph.D. Candidate, Higher Education Leadership, Management and Policy
SETON HALL UNIVERSITY 2011 - Present
SETON HALL UNIVERSITY LAW SCHOOL June 2011 - December 2013
MONTCLAIR STATE UNIVERSITY September 2009 - August 2011
BERGEN COMMUNITY COLLEGE October 2010 - 2011
Bancnorth Investment Bank May 2008 - August 2009
Lord Abbett & Co. LLC January 2006 - January 2008
US Navy January 1988 - January 1992
Skills
Microsoft Office, Research, Library Research, Teaching, Databases, Internet, Organizing, Problem Solving, SPSS, Westlaw, EBSCO, Bloomberg, ProQuest, PACER, LibGuides, Dialog Programs, CCH, Library, Information Literacy, Higher Education, Library Science, Library Instruction, Community Outreach, Student Affairs, Libraries, Online Research, Editing, Public Speaking, Collection Development, Social Media
Education
Seton Hall University 2012 — 2014
Master's Degree, M.A., College Student Personnel Administration, CSPA
Rutgers University 2009 — 2011
Master's Degree, M.L.I.S., Master of Library and Information Science
Ramapo College of New Jersey
B.A., Communication Arts/B.A., Literature, B.A., Communication Arts/B.A., Literature
Seton Hall University
Ph.D. Candidate, Higher Education Leadership, Management and Policy
Bruce Gover, Jr.'s Lord, Abbett & Co. LLC Experience June 2002 - Present
Job Director of Training & Talent Development at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC June 2002 - Present
Lord Abbett & Co. LLC October 2010 - October 2014
Lord Abbett February 2006 - November 2010
Lord Abbett October 2004 - February 2006
Lord Abbett June 2002 - October 2004
Skills
Series 7, Mutual Funds, Management, Asset Management, Financial Services
Education
Muhlenberg College 1998 — 2002
Bachelor of Arts in Business Administration, Business
Wyoming Seminary 1994 — 1998
Lord, Abbett & Co. LLC June 2002 - Present
Lord Abbett & Co. LLC October 2010 - October 2014
Lord Abbett February 2006 - November 2010
Lord Abbett October 2004 - February 2006
Lord Abbett June 2002 - October 2004
Skills
Series 7, Mutual Funds, Management, Asset Management, Financial Services
Education
Muhlenberg College 1998 — 2002
Bachelor of Arts in Business Administration, Business
Wyoming Seminary 1994 — 1998
Jeffrey Lapin's Lord, Abbett & Co. LLC Experience 2012 - Present
Job Portfolio Manager at Lord Abbett
Industry Investment Management
Experience
Lord Abbett & Co. LLC 2012 - Present
Post Advisory Group September 2005 - March 2012
Tablerock Fund Management, LLC March 2002 - January 2005
Avenue Capital Management, LLC January 2000 - January 2002
M.J. Whitman September 1997 - December 1999
Dewey Ballantine February 1996 - August 1997
White & Case September 1992 - January 1996
Skills
High Yield, Fixed Income, Credit, Hedge Funds, Investments, Leveraged Finance, Leveraged Lending, Loans
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Accounting
Northwestern University School of Law 1989 — 1992
J.D., Law
Georgetown University 1985 — 1989
B.A., Government (Honors)
Lord Abbett & Co. LLC 2012 - Present
Post Advisory Group September 2005 - March 2012
Tablerock Fund Management, LLC March 2002 - January 2005
Avenue Capital Management, LLC January 2000 - January 2002
M.J. Whitman September 1997 - December 1999
Dewey Ballantine February 1996 - August 1997
White & Case September 1992 - January 1996
Skills
High Yield, Fixed Income, Credit, Hedge Funds, Investments, Leveraged Finance, Leveraged Lending, Loans
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Accounting
Northwestern University School of Law 1989 — 1992
J.D., Law
Georgetown University 1985 — 1989
B.A., Government (Honors)
Paul Cieslik's Lord, Abbett & Co. LLC Experience 1998 - 2001
Job National Speaker, Senior Vice President
Industry Investment Management
Experience
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
Kristine Allbright's Lord, Abbett & Co. LLC Experience October 1999 - November 2000
Job Senior Accountant
Industry Financial Services
Experience
National Grid August 2014 - Present
National Grid January 2010 - December 2011
Deutsche Bank December 2006 - November 2008
Bear Stearns November 2005 - December 2006
CROWN FINANCIAL GROUP February 2004 - October 2005
PSEG December 2000 - December 2003
Lord Abbett & Co. LLC October 1999 - November 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, GAAP, Accounting, Internal Controls, General Ledger, Account Reconciliation, Sarbanes-Oxley, Regulatory Submissions, Intercompany..., Account/system..., Management Reporting, Financial Services, Energy Services, Equity Derivatives, Fixed Assets, PeopleSoft, Hyperion Enterprise, Financial Statements, Accruals, SAP, Management, Finance, Sarbanes-Oxley Act, Consolidation, US GAAP, Financial Forecasting, Cost Accounting, Essbase, Cash Flow Forecasting, Management Accounting
Education
Pace University
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING
National Grid August 2014 - Present
National Grid January 2010 - December 2011
Deutsche Bank December 2006 - November 2008
Bear Stearns November 2005 - December 2006
CROWN FINANCIAL GROUP February 2004 - October 2005
PSEG December 2000 - December 2003
Lord Abbett & Co. LLC October 1999 - November 2000
Skills
Financial Reporting, Financial Analysis, Variance Analysis, GAAP, Accounting, Internal Controls, General Ledger, Account Reconciliation, Sarbanes-Oxley, Regulatory Submissions, Intercompany..., Account/system..., Management Reporting, Financial Services, Energy Services, Equity Derivatives, Fixed Assets, PeopleSoft, Hyperion Enterprise, Financial Statements, Accruals, SAP, Management, Finance, Sarbanes-Oxley Act, Consolidation, US GAAP, Financial Forecasting, Cost Accounting, Essbase, Cash Flow Forecasting, Management Accounting
Education
Pace University
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING
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.)
Joseph S. Sosnowski's Lord, Abbett & Co. LLC Experience June 2011 - Present
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co., LLC June 2011 - Present
Education
Penn State University
Lord Abbett & Co., LLC June 2011 - Present
Education
Penn State University
John Zilko's Lord, Abbett & Co. LLC Experience April 2011 - Present
Job Regional Consultant for Lord Abbett & Co., LLC
Industry Investment Management
Experience
Lord Abbett & Co., LLC April 2011 - Present
Education
University of South Florida
Lord Abbett & Co., LLC April 2011 - Present
Education
University of South Florida
Art Rezendes's Lord, Abbett & Co. LLC Experience April 2012 - Present
Job Vice President at BlackRock
Industry Investment Management
Experience
Lord Abbett & Co. LLC April 2012 - Present
BlackRock June 2004 - April 2012
State Street January 2001 - May 2004
Merrill Lynch January 1999 - May 2001
Education
Southern New Hampshire University 1991 — 1995
BS, Accounting
Lord Abbett & Co. LLC April 2012 - Present
BlackRock June 2004 - April 2012
State Street January 2001 - May 2004
Merrill Lynch January 1999 - May 2001
Education
Southern New Hampshire University 1991 — 1995
BS, Accounting
Andy Fox, CFA, CIMA's Lord, Abbett & Co. LLC Experience June 2001 - Present
Job Senior Portfolio Specialist at Lord Abbett & Co., LLC
Industry Investment Management
Experience
Lord Abbett & Co., LLC June 2001 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Investment Strategies, Asset Management, Alternative Investments, Equities, Series 63, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Investment Management, Uniform Combined State..., Investment Advisory, Bloomberg, Wealth Management, Securities
Education
Montclair State University
wall high school
Lord Abbett & Co., LLC June 2001 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Separately Managed..., Investment Strategies, Asset Management, Alternative Investments, Equities, Series 63, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Investment Management, Uniform Combined State..., Investment Advisory, Bloomberg, Wealth Management, Securities
Education
Montclair State University
wall high school
Cheryl Mallon's Lord, Abbett & Co. LLC Experience July 2004 - Present
Job Portfolio Adminstrator at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC July 2004 - Present
Senior Mutual Funds Custody Administrator March 2001 - July 2004
Offitbank July 1994 - March 2001
Skills
Fixed Income, Equities, Mutual Funds, Portfolio Administration
Education
Saint Peter's University 1982 — 1986
Bachelor of Science (BS), acccounting/economics
Lord Abbett & Co. LLC July 2004 - Present
Senior Mutual Funds Custody Administrator March 2001 - July 2004
Offitbank July 1994 - March 2001
Skills
Fixed Income, Equities, Mutual Funds, Portfolio Administration
Education
Saint Peter's University 1982 — 1986
Bachelor of Science (BS), acccounting/economics
Jon Vandevander's Lord, Abbett & Co. LLC Experience March 2012 - Present
Job Regional Consultant for Lord Abbett & Co., LLC
Industry Investment Management
Experience
Lord Abbett & Co., LLC March 2012 - Present
Education
Bucknell University
Lord Abbett & Co., LLC March 2012 - Present
Education
Bucknell University
Patricia Ricco's Lord, Abbett & Co. LLC Experience April 2013 - Present
Job Sales Administration at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2013 - Present
Education
University of Rhode Island
Lord, Abbett & Co. LLC April 2013 - Present
Education
University of Rhode Island
Robert C. McKeon's Lord, Abbett & Co. LLC Experience February 2013 - December 2013
Job Investment Management Professional
Industry Investment Management
Experience
Lord, Abbett & Co. LLC February 2013 - December 2013
Euroclear Bank January 2008 - February 2013
Skills
Investments, Sales, Finance, Financial Markets, Equities, Fixed Income, Management, Portfolio Management, Financial Analysis, Microsoft Excel, Securities, Account Management, Financial Services, Banking, Strategic Financial..., Leadership, Mutual Funds
Education
University of Scranton 2003 — 2007
Bachelor of Business
Iona Preparatory 1999 — 2003
Lord, Abbett & Co. LLC February 2013 - December 2013
Euroclear Bank January 2008 - February 2013
Skills
Investments, Sales, Finance, Financial Markets, Equities, Fixed Income, Management, Portfolio Management, Financial Analysis, Microsoft Excel, Securities, Account Management, Financial Services, Banking, Strategic Financial..., Leadership, Mutual Funds
Education
University of Scranton 2003 — 2007
Bachelor of Business
Iona Preparatory 1999 — 2003
William Kluber's Lord, Abbett & Co. LLC Experience March 2014 - Present
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2014 - Present
Education
University of New Hampshire
Lord, Abbett & Co. LLC March 2014 - Present
Education
University of New Hampshire
Daniel Spelman's Lord, Abbett & Co. LLC Experience June 2008 - February 2011
Job Equity Research Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US March 2011 - Present
Lord, Abbett & Co. LLC June 2008 - February 2011
Bear, Stearns & Co. March 2008 - May 2008
Bear, Stearns & Co. June 2007 - August 2007
Skills
Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Fixed Income
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree
Columbia Threadneedle Investments, US March 2011 - Present
Lord, Abbett & Co. LLC June 2008 - February 2011
Bear, Stearns & Co. March 2008 - May 2008
Bear, Stearns & Co. June 2007 - August 2007
Skills
Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Fixed Income
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree
Joseph Lattarulo's Lord, Abbett & Co. LLC Experience February 2011 - January 2015
Job Assoc. Manager Prudential Investment Management
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Lord, Abbett & Co. LLC February 2011 - January 2015
Skills
Securities
Education
University of Scranton 2002 — 2006
Bachelor's degree
Prudential Financial January 2015 - Present
Lord, Abbett & Co. LLC February 2011 - January 2015
Skills
Securities
Education
University of Scranton 2002 — 2006
Bachelor's degree
Wellington Management
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord Abbett