Mercer Investments

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Mercer Investments Employees

Employee
Years
Job
Industry
Tatyana Smolyakova Tatyana Smolyakova Chicago, Illinois Details
Tatyana Smolyakova's Mercer Investments Experience April 2007 - January 2011
Job Research Operations Manager at McDonald's Corporation
Industry Investment Management
Experience
McDonald's Corporation  November 2013 - Present
General Welfare Group/Cooperfund   January 2011 - July 2013
Mercer Investments   April 2007 - January 2011
Morningstar  March 2003 - October 2007

Skills
Investments, Statistical Modeling, Statistics, Econometrics, Leading research team, Financial Econometrics, Data Science, Intelligent Data, Machine Learning, Market Research, Market Forecasting, Data Mining, Market Analysis, Investment Management, Analysis, Quantitative Analytics, Portfolio Optimization, Business Analysis, Statistical Data..., Pattern Recognition, Economics, Matlab, SAS, VBA, Financial Modeling, Formal Concept Analysis, C++ Language, Strategy, Research, Portfolio Management, Management, Tableau, JMP, Teradata

Education
The University of Chicago - Booth School of Business   2006 — 2009
Master of Business Administration (MBA), Econometrics, Finance, Mathematics

ESSEC - ESSEC Business School   2008 — 2008
Master of Business Administration (MBA), International Business

Elliott Fry Elliott Fry Greater Atlanta Area Details
Elliott Fry's Mercer Investments Experience April 2015 - Present
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  April 2015 - Present
Mercer - Investments  June 2012 - March 2015
Mercer - Investments  June 2011 - August 2011

Skills
Market Research, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Microsoft Excel, Pensions, Institutional..., Data Analysis, PowerPoint, Microsoft Office, Private Equity, 401k, Commercial Real Estate, Consulting, Business Writing

Education
University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration, Finance, Real Estate

The University of Georgia

Tiffany Heartley Tiffany Heartley Greater Atlanta Area Details
Tiffany Heartley's Mercer Investments Experience February 2015 - Present
Job NonProfit Sales Support Strategist at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  February 2015 - Present
Gray & Company Global Investment Solutions   April 2008 - February 2015

Education
California State University-Northridge
BA, Communication Studies

Anthony Kaminski Anthony Kaminski Naugatuck, Connecticut Details
Anthony Kaminski's Mercer Investments Experience September 2006 - Present
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   September 2006 - Present
Evaluation Associates  September 2006 - June 2010

Education
Stone Academy-Hamden
Diploma, Accounting

Elesha Singh Elesha Singh Toronto, Canada Area Details
Elesha Singh's Mercer Investments Experience March 2013 - Present
Job Head of Investments Marketing, Mercer Canada
Industry Financial Services
Experience
Mercer Investments   March 2013 - Present
Transamerica Life Canada  October 2010 - February 2013
Money Plus Financial Inc   August 2009 - October 2010
Quantum Money Services Inc   January 2007 - July 2009

Skills
Marketing, Development of..., Brand and Creative..., Market Research, Marketing Communications, Advisor Marketing, Project Management, Digital marketing

Education
Canadian Marketing Association   2012 — 2012
Digital Marketing Certificate

Centenary College   2008 — 2009
MBA, Marketing

Humber College   2004 — 2005
International Marketing

York University
BA, Economics

Richard Dabrowski Richard Dabrowski Greater Chicago Area Details
Richard Dabrowski's Mercer Investments Experience April 2014 - Present
Job Senior Consultant at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   April 2014 - Present
Strategic Investment Solutions  November 2011 - February 2014
Harris Investments   December 2004 - March 2011
Nicholas Applegate  June 1999 - December 2004
Mercer Investment Consulting  July 1987 - June 1999

Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management

Education
The University of Chicago Booth School of Business   1985 — 1987
MBA, Finance, Business Policy

Elmhurst College   1981 — 1985
BS, Economics, Finance, Minor in Mathematics

Mark Marifian Mark Marifian Greater St. Louis Area Details
Mark Marifian's Mercer Investments Experience December 2012 - September 2014
Job MLP & Energy Infrastructure Products Specialist
Industry Financial Services
Experience
Advisory Research, Inc.   September 2014 - Present
Mercer Investments   December 2012 - September 2014
Mercer Investment Consulting (Formerly Hammond Associates)   September 2010 - December 2012
Wells Fargo Financial  April 2010 - August 2010
U.S. House of Representatives   July 2009 - August 2009
United States Senate  May 2009 - June 2009

Education
Washington University in St. Louis   2014 — 2016
Master of Business Administration (MBA)

Truman State University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

Truman State University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Christopher Kohler Christopher Kohler United States Details
Christopher Kohler's Mercer Investments Experience September 2014 - Present
Job Principal and Senior Institutional Investment Consultant at Mercer
Industry Financial Services
Experience
Mercer - Investments  September 2014 - Present
EnTrust Capital  November 2013 - September 2014
Aon Hewitt  June 2011 - November 2013
Carnegie Mellon Tepper School of Business  August 2009 - June 2011
Carnegie Mellon Tepper School of Business  December 2009 - December 2010
Pluscios Management   June 2010 - August 2010
Cambridge Associates  March 2008 - May 2010
Oliff & Berridge, PLC   May 2006 - March 2008
Novogradac & Company LLP  June 2004 - September 2005

Skills
Alternative Investments, Hedge Funds, Portfolio Management, Financial Modeling, Investment Strategies, Financial Analysis, Investments, Endowments, Foundations, Valuation, Investment Advisory, Equity Valuation, Investment Management, Capital Markets, Equities, Asset Management, Asset Allocation, Strategy, Due Diligence, Finance, Mutual Funds, Analysis, Financial Markets, Economics, Bloomberg, Private Equity, Derivatives, Series 7, Fixed Income, Quantitative Analytics, Equity Research

Education
Harvard Business School   2012 — 2012
Aon Advance, Intensive six-month, advanced management training course, 2012

Carnegie Mellon University - Tepper School of Business
MBA, Finance, Economics, Accounting, and International Business

Penn State University
Bachelor of Science, Economics

Andrew Atkins Andrew Atkins Columbia, Missouri Details
Andrew Atkins's Mercer Investments Experience July 2013 - August 2013
Job Student at Princeton University
Industry
Experience
Princeton University  October 2011 - Present
Mercer Investments   July 2013 - August 2013

Skills
French, Spanish, R, Microsoft Word, Microsoft Excel, PowerPoint, Research

Education
Princeton University   2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public & International Affairs

Institut d'Etudes Politiques   2013 — 2013

Angel Qian Angel Qian New York, New York Details
Angel Qian's Mercer Investments Experience June 2014 - Present
Job Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   June 2014 - Present
Deutsche Bank  September 2013 - December 2013
Towers Watson  January 2012 - August 2013
Waterloo Co-operative Residences Inc.   September 2011 - December 2011
The Dominion of Canada General Insurance Company  September 2010 - August 2011
City of Toronto  August 2008 - August 2009

Skills
Capital Markets, Derivatives, Valuation, Pension Schemes, Property & Casualty..., Actuarial Science, Statistics, Financial Statements, Microsoft Excel, Project Management

Education
University of Waterloo   2009 — 2014
Bachelor of Math, Actuarial Science - Finance Option

Cass Business School   2013 — 2013
Study Abroad, Actuarial Science

Colombey Philippe Colombey Philippe Hollywood, Florida Details
Colombey Philippe's Mercer Investments Experience May 1981 - Present
Job IT manager at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   May 1981 - Present

Education
Laval University

Suzanna Martins Suzanna Martins Hopkinton, Massachusetts Details
Suzanna Martins's Mercer Investments Experience August 2013 - December 2013
Job Customer Service Technician
Industry Consumer Services
Experience
EMC  May 2014 - Present
Mercer Investments   August 2013 - December 2013
Boch Automotive  June 2013 - August 2013
Luv' N Care  June 2001 - September 2010

Skills
Public Speaking, Project Management, Management, Sales Management, PowerPoint, Leadership, Customer Satisfaction, Sales, Training, Social Media, Outlook, Team Building, Customer Service, Teamwork, Research, Inventory Management, Microsoft Word, Microsoft Excel, Microsoft Office, Negotiation, Budgets, Coaching, Time Management, Team Leadership, Marketing, Marketing Strategy, English, Process Improvement, Advertising, Strategic Planning, Project Planning, Logistics, Recruiting, New Business Development, Operations Management, Market Research, Event Management, Access, Marketing Communications, Business Strategy, Analysis, Forecasting, Retail, Event Planning, Purchasing, Public Relations, Account Management, Team Management, Business Planning

Education
Fisher College   2011 — 2013
Bachelor's degree, Management, GPA: 3.56

Johnson & Wales University   2002 — 2004
Associate's degree, Management

Brian Reilly Brian Reilly Toronto, Canada Area Details
Brian Reilly's Mercer Investments Experience November 2012 - August 2014
Job Director, Private Equity and Infrastructure Investments at Canada Post / Postes Canada
Industry Financial Services
Experience
Canada Post / Postes Canada  September 2014 - Present
Mercer Investments   November 2012 - August 2014
Export Development Canada  January 2008 - November 2012
Export Development Canada  August 2005 - December 2007
Bank of Nova Scotia  January 2003 - July 2005
Nortel Networks  May 2000 - August 2001

Skills
Project Finance, Due Diligence, Financial Modeling, Valuation, Structured Finance, Credit Risk, Mergers & Acquisitions, Investments, Risk Management, Financial Structuring, Finance, Derivatives, Corporate Finance, Credit, Portfolio Management

Education
McMaster University   2002 — 2004
MBA, Finance

McMaster University   1996 — 2002
B. Eng., Computer Engineering and Management

Gregg Sommer, CAIA Gregg Sommer, CAIA Greater Denver Area Details
Gregg Sommer, CAIA's Mercer Investments Experience 2009 - Present
Job Principal, Mercer Investments
Industry Investment Management
Experience
Mercer Investments   2009 - Present
Board of Directors Treasurer - Peak to Peak Charter School   July 2015 - Present
Global Capital Management Advisors / AAM Group   2007 - 2009
RCM  2003 - 2007
Global Trading Partners   2000 - 2003
Schonfeld Securities  1996 - 2000
US Capital Corporation  1992 - 1996

Skills
Alternative Investments, Fund Of Funds, Investment Strategies, Asset Allocation, Hedge Funds, Asset Management, Private Equity, Institutional..., Hedging, Equities, Portfolio Management, Investments, Emerging Markets, Investment Advisory, Options, Public Speaking, Capital Markets, Business Development, Valuation, Equity Research, Derivatives, Bonds, Investor Relations, Financial Markets, Securities, Pension Funds, Real Estate, Due Diligence, Economics, Wealth Management, Strategic Planning, Corporate Finance, Investment Banking, Financial Analysis, Operational Risk, Operational Excellence, Financial Services, Trading, Financial Modeling, Futures, Treasury, Financial Risk, Fixed Income, Risk Management, Venture Capital, Business Process...

Education
Emory University   1983 — 1987
Bachelor of Arts (BA)

Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance

Andrew Kramer, CFA Andrew Kramer, CFA Greater New York City Area Details
Andrew Kramer, CFA's Mercer Investments Experience August 2000 - July 2013
Job Client Services Retirement Plans
Industry Investment Management
Experience
Mutual of America  June 2015 - Present
Capital One  January 2013 - June 2015
Mercer Investments   August 2000 - July 2013
Mercer Investments   August 2000 - July 2013
KPMG  January 1997 - August 2000
Intersec Research  January 1994 - December 1996
Morgan Stanley Smith Barney  January 1990 - December 1993

Skills
CFA, Asset Management

Education
Pace University   1983 — 1986
MBA, Information Systems

University of Maryland College Park   1979 — 1983
BS, Finance

Corey Wangler Corey Wangler Saint Louis, Missouri Details
Corey Wangler's Mercer Investments Experience April 2015 - Present
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments  April 2015 - Present
Mercer - Investments  June 2014 - March 2015
Mercer - Investments  October 2012 - May 2014
Firstbank Corporation  May 2009 - August 2012
Diebold Insurance Agency   June 2005 - August 2009

Skills
Investments, Performance Appraisal, Asset Allocation, Commercial Banking, Credit Analysis, Financial Analysis, Microsoft Office, Microsoft Excel

Education
University of Colorado Denver   2014 — 2016
Master's Degree, Finance

Central Michigan University   2010 — 2012
Master of Business Administration (M.B.A.), Value Driven Organization

Alma College   2006 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General

Roshan A. Pathak Roshan A. Pathak New York, New York Details
Roshan A. Pathak's Mercer Investments Experience September 2012 - February 2013
Job Project Manager Medius North America
Industry Information Technology and Services
Experience
Medius  December 2013 - Present
Brown Brothers Harriman  February 2013 - November 2013
Mercer Investments   September 2012 - February 2013
Fidelity Investments  January 2011 - December 2011

Skills
Hyperion Enterprise, Leadership, Microsoft Excel, Business Strategy, Communication Skills, Fixed Income, Financial Analysis, Bloomberg, Equities, Financial Modeling, Mutual Funds, Investments, Management, Portfolio Management, Analytics

Education
Babson
Bachelor of Science (B.S.), Accounting and Finance

Bentley University
Global Entrepreneurship & Leadership Forum

Matthew Reckamp Matthew Reckamp Saint Louis, Missouri Details
Matthew Reckamp's Mercer Investments Experience May 2014 - Present
Job Investment Manager Researcher at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   May 2014 - Present
Mercer - Investments  January 2011 - May 2014
Hammond Associates  April 2006 - December 2010
A.G. Edwards   November 1996 - March 2006

Skills
Investments, Research, Equities, Management, Communication, Teaching, Product Specialists, Economics, Budgets, Analytics, Finance, Investment Advisory, Equity Valuation, Institutional..., Data Analysis, Analysis, Financial Analysis, Wealth Management, Due Diligence, Financial Services, Leadership, Securities, Series 63

Education
Washington University in St. Louis   1989 — 1991
Master of Business Administration (MBA), Marketing Research

St. Mary's University   1985 — 1989
Bachelor of Business Administration (BBA), Finance, General

Christopher Barber Christopher Barber Los Angeles, California Details
Christopher Barber's Mercer Investments Experience May 1988 - October 1997
Job EVP & Chief Information Officer at CBB Bank Commonwealth Business Bank
Industry Banking
Experience
Commonwealth Business Bank  January 2015 - Present
American LegalNet  May 2013 - January 2015
Antillus Personnel Solutions   October 2010 - April 2013
WesCorp  February 2004 - September 2010
GlobeNet Capital Corp.   November 1999 - October 2003
Prudential Vector Securities   November 1997 - October 1999
Mercer Investments   May 1988 - October 1997

Skills
Team Building, Leadership, Data Warehousing, Entrepreneurship, Social Networking, Mobile Technology, Executive Management, Vendor Management, Banking, Process Improvement, Mergers, Webcasting, Financial Services, Strategic Planning, Podcasting, Business Intelligence, Business Development, Cross-functional Team..., Disaster Recovery, Business Analysis, Risk Management, IT Strategy, Management, Integration, Analytics, Financial Institutions, Business Process..., Analysis, Enterprise Risk..., Software Development, Program Management, Governance, Business Continuity, E-commerce, Enterprise Software, IT Management, Budgets, Project Portfolio..., SaaS, Product Management, Business Strategy, Change Management, Management Consulting, Relationship Management, Enterprise Architecture, Recruiting, Team Leadership, Outsourcing, Electronic Payments, Mergers & Acquisitions

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1997
MBA, Finance

Central Michigan University   1982 — 1986
BS, Computer Science

Eva Antoniewski Rich Eva Antoniewski Rich Atlanta, Georgia Details
Eva Antoniewski Rich's Mercer Investments Experience April 2014 - Present
Job Principal at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investments   April 2014 - Present
Axiom International Investors  August 2011 - April 2014
Axiom International Investors  March 2007 - August 2011
ConvergEx Group  October 2005 - March 2007
JPMorgan Chase  January 2004 - July 2005
Northwestern Mutual  January 2003 - January 2004

Skills
Hedge Funds, Investment Management, Financial Modeling, Due Diligence, Equity Valuation, Equity Research, Relationship Management, Portfolio Management, Equities, Valuation, Mutual Funds

Education
University of Arizona   1998 — 2002
Bachelor of Science (B.S.), Molecular & Cellular Biology

University of Arizona   1998 — 2002
Bachelor of Arts (B.A.), Economics

Brittney Billings Brittney Billings Chicago, Illinois Details
Brittney Billings's Mercer Investments Experience August 2012 - Present
Job Analytics, Research and Tools Associate at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investments   August 2012 - Present
R.J. O'Brien   December 2011 - August 2012
Fidelity Title Agency of Lake County   July 2011 - November 2011
Say Communications  March 2010 - May 2010
R.J. O'Brien   January 2007 - May 2007

Skills
Series 3, Equities, Options, FINRA, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Asset Management, Investment Strategies, Asset Allocation

Education
Montana State University-Bozeman   2004 — 2010
Bachelor of Applied Science (BASc), Economics

FIE London   2010 — 2010
International Economics

San Jose State University   2005 — 2006
Economics, Course Work

Natalie Corrado Natalie Corrado Chicago, Illinois Details
Natalie Corrado's Mercer Investments Experience July 2013 - Present
Job Investment Management Research Consultant at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments  July 2013 - Present
UBS Global Asset Management  September 2012 - June 2013
Denver Investments  June 2011 - September 2012
Allonhill  July 2010 - June 2011
Allonhill  January 2010 - July 2010

Education
Northwestern University - Kellogg School of Management   2015 — 2017
Master of Business Administration (M.B.A.)

Colorado College   2005 — 2009
BA, Economics

Universiteit Maastricht   2008 — 2008
International Business & Culture

Brad Sikora Brad Sikora Cincinnati Area Details
Brad Sikora's Mercer Investments Experience February 2013 - November 2013
Job Business Development Specialist at Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors, Inc.   January 2014 - Present
Mercer Investments   February 2013 - November 2013
Mercer Investments   January 2012 - February 2013
Aspen Partners, Ltd.   June 2010 - August 2010
Boston Properties  2009 - 2010
MB Real Estate  July 2008 - January 2009
C.H. Robinson Worldwide, Inc.   July 2006 - July 2008

Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Private Equity, Equities

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Finance / Investments

Miami University   2001 — 2006
Bachelor of Science, Finance

Hugh Merkel, CIPM Hugh Merkel, CIPM Greater Atlanta Area Details
Hugh Merkel, CIPM's Mercer Investments Experience January 2009 - Present
Job Senior Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   January 2009 - Present

Skills
Investments

Education
The University of Georgia   2002 — 2006

Marist School   1998 — 2002

John Stone, CFA John Stone, CFA Greater Boston Area Details
John Stone, CFA's Mercer Investments Experience August 2006 - July 2008
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2008 - Present
Mercer Investments   August 2006 - July 2008
Fidelity Investments  July 2000 - August 2006

Education
Cornell University - Johnson Graduate School of Management   1996 — 1998
Master of Business Administration (MBA)

Tufts University   1989 — 1992
Bachelor of Science (BS), Quantitative Economics

Billy Welsh, CIPM Billy Welsh, CIPM Atlanta, Georgia Details
Billy Welsh, CIPM's Mercer Investments Experience April 2007 - December 2012
Job Helps the institutional investment community make better decisions based on data
Industry Investment Management
Experience
eVestment  January 2013 - Present
Mercer Investments   April 2007 - December 2012
Wachovia Securities, LLC  September 2006 - March 2007
Morgan Keegan  July 2005 - August 2006

Skills
Investments, Alternative Investments, Investment Strategies, Portfolio Management, Investment Management, Wealth Management..., Asset Management, Equities, Asset Allocation, Hedge Funds, Product Management, Strategy, Capital Markets, Mutual Funds, Market Analysis, Securities, Investment Policy..., Quantitative Analytics, Portfolio Performance..., Market Share Analysis, Salesforce.com, Performance Analysis, Fixed Income, Investment Advisory, Financial Services, Data Analysis, Institutional..., investment research..., investment analytics, investment manager..., Peer Group Analysis

Education
Hampden-Sydney College   2001 — 2005
Bachelor of Arts (BA), Business/Managerial Economics

Griffin Keenan Griffin Keenan Greater Chicago Area Details
Griffin Keenan's Mercer Investments Experience September 2013 - Present
Job Senior Associate Operations Due Diligence at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investments   September 2013 - Present
Northern Trust  April 2010 - September 2013
Morgan Stanley  October 2002 - July 2009
Cingular Wireless  March 2001 - April 2002

Skills
Equities, Investments, Series 7, Series 63, MBA Finance, Financial Markets, Financial Services, Investment Management, Relationship Management, Capital Markets, Finance, Outsourcing, Trading, Portfolio Management, Marketing, Management, Fixed Income, Asset Management

Education
Northwestern University - Kellogg School of Management   2008 — 2011
MBA, Finance, Management & Strategy

Marquette University   1996 — 2000
Bachelor of Science, Marketing

St. Ignatius College   1993 — 1996

Emma Shapiro Emma Shapiro North Attleboro, Massachusetts Details
Emma Shapiro's Mercer Investments Experience June 2013 - August 2013
Job Hostess at Latitude 43
Industry Sports
Experience
Latitude 43   May 2015 - Present
Skipjack's - Best Fresh Seafood  March 2011 - May 2015
Athletic Republic  June 2014 - August 2014
Mercer - Investments  June 2013 - August 2013
Lepore Farm   June 2007 - August 2013

Skills
Cpr Certified, AED, Adult CPR, First Aid, Athletics, Microsoft Office, Mac OS, PowerPoint, Microsoft Word, Telephone Skills, Customer Service

Education
Endicott College   2013 — 2017
Kinesiology and Exercise Science

North Attleboro High School   2009 — 2013
Diploma

Maureen Kiefer-Goldenberg Maureen Kiefer-Goldenberg Greater Boston Area Details
Maureen Kiefer-Goldenberg's Mercer Investments Experience September 2015 - Present
Job Partner/Chief Risk and Compliance Officer at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   September 2015 - Present
Fund Evaluation Group  January 2011 - Present
Northern Kentucky University  October 2013 - Present
Touchstone Investments  December 2005 - December 2010
Ohio National Financial Services  2000 - 2005

Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services

Education
Northern Kentucky University   2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change

Northern Kentucky University   2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude

Richard (JR) DeFrancesco Richard (JR) DeFrancesco Greater New York City Area Details
Richard (JR) DeFrancesco's Mercer Investments Experience July 2011 - October 2012
Job Director of Institutional Relations at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC)   October 2012 - Present
Mercer Investments   July 2011 - October 2012
Evaluation Associates  August 2004 - June 2011

Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Equities, Investments, Asset Management, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Mutual Funds, Emerging Markets, Private Equity, Investment Management, Capital Markets, Investor Relations, Institutional..., Financial Services, Financial Analysis

Education
Quinnipiac University   1999 — 2003
Bachelor of Science (BS), Finance, General

William Dearborn William Dearborn New York, New York Details
William Dearborn's Mercer Investments Experience July 2011 - Present
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   July 2011 - Present
Evaluation Associates  December 2007 - June 2011
Northwestern Mutual  June 2007 - August 2007
Grainger  August 2006 - December 2006

Skills
Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Asset Management, Asset Allocation, Valuation, Investments, Mutual Funds, Portfolio Management, Social Media

Education
Syracuse University   2004 — 2007
Bachelor of Science, Finance, Supply Chain Management

David Woolsey David Woolsey San Francisco Bay Area Details
David Woolsey's Mercer Investments Experience July 2012 - February 2015
Job Data Driven Financial Analyst
Industry Financial Services
Experience
Mercer Investments   July 2012 - February 2015
Needham & Company  January 2012 - February 2012
The Harker School  2009 - 2012
UBS  December 2010 - April 2011
The Harker School  August 2009 - June 2010

Skills
Microsoft Excel, Financial Analysis, Investments, Leadership, Financial Modeling, Microsoft Office, Finance, Business Analysis, C++, Management, Performance Attribution, Business Development, Lipper, Quarterly Reporting, Strategic Planning, Outlook, CRM, Public Speaking, Microsoft Word, Business Strategy, Investment Management, Data Analysis, PowerPoint, Analysis, Factset, Research, SQLite, R

Education
Santa Clara University   2010 — 2012
Bachelors, Finance

West Valley College   2009 — 2010

Harker High School   2002 — 2006

Mark Ruloff Mark Ruloff Washington D.C. Metro Area Details
Mark Ruloff's Mercer Investments Experience 1984 - 1991
Job Director, Asset Allocation
Industry Investment Management
Experience
Towers Watson Investment Services   March 2005 - Present
Towers Watson  2005 - Present
Winklevoss Technologies   September 2000 - March 2005
lynchval   January 1993 - January 2000
Mercer Investments   1984 - 1991

Skills
Asset Allocation, Actuarial, Defined Benefit, Risk Management, Investments, Pensions, Employee Benefits, Actuarial Science, Financial Risk, Enterprise Risk..., Finance, Institutional..., Funding, Analysis, Fixed Income, Pension Funds, ALM, Valuation, Public Speaking

Education
Lebanon Valley College   1977 — 1981
BS, Actuarial

Phillipsburg High School   1974 — 1977
College Tech, Mathematics

Phillipsburg High School   1974 — 1977
Bachelor of Science (BS)

Peter Colarusso Peter Colarusso Greater Boston Area Details
Peter Colarusso's Mercer Investments Experience July 2014 - Present
Job Team Leader at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  July 2014 - Present
Comcast Cable  May 2011 - July 2014
Atlas Watersystems, Inc  March 2012 - February 2014
John Hancock Financial Services  April 2005 - August 2010
State Street Bank  September 2003 - April 2005
PFPC  October 2001 - September 2003
PFPC Global Advisors   January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center   January 2000 - January 2001
Boston Financial Data Services  January 1992 - January 2001
Mutual Fund   January 1995 - January 2000

Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services

Education
Cape Cod College

Quincy College

Steven Gasper Steven Gasper Fairfield, Connecticut Details
Steven Gasper's Mercer Investments Experience October 2014 - Present
Job Attended Bryant University
Industry Accounting
Experience
Mercer - Investments  October 2014 - Present
Town of Fairfield  May 2011 - September 2013
Wakemen Boys and Girls Club   February 2007 - August 2010

Skills
Accounting, Economics, Operations Management, Community Outreach, Sales, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Teamwork

Education
Bryant University   2010 — 2014
Bachelor of Business Administration (BBA), Accounting

Haley Burke Haley Burke San Francisco Bay Area Details
Haley Burke's Mercer Investments Experience June 2012 - August 2012
Job Global Mobility Associate at Mercer
Industry Financial Services
Experience
Mercer  April 2015 - Present
Mercer  July 2013 - April 2015
Mercer Investments   June 2012 - August 2012

Skills
Investments, Finance, Sales, Investment Strategies, Data Analysis, Global Mobility, French, Public Speaking, Microsoft Excel, Strategic Communications, Microsoft Office, PowerPoint, Leadership

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
BSM, Finance, French, 3.92

Essec Business School Paris / ESSEC   2011 — 2011

Mike Paolucci Mike Paolucci Chicago, Illinois Details
Mike Paolucci's Mercer Investments Experience April 2014 - Present
Job Senior Consultant, Principal, Mercer Investments
Industry Financial Services
Experience
Mercer Investments   April 2014 - Present
Segal Rogerscasey  April 2010 - April 2014
R.V. Kuhns & Associates   January 2008 - March 2010
Courtland Partners   December 2006 - December 2007
D.A. Hudson & Associates   October 1998 - December 2006
Gelfand Partners Asset Management   June 1996 - October 1998

Skills
Client Service Oriented, New Business Development, Investments, Investment Consulting, Asset Allocation, Taft-Hartley, Public Funds, Endowment Funds, Foundation Funds, Value Investing, Graham-Dodd, Margin Of Safety, Principal Preservation, Investment Management, Defined Benefit, Pension Funds, Defined Contribution, Investment Advisory, Pensions, Retirement, Finance, Real Estate, Financial Markets, Asset Management, Alternative Investments, Hedge Funds

Education
Cleveland State University   2000 — 2002
Master of Business Administration (M.B.A.), Finance, General

Cleveland State University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General

Emily (Dolezal) Fox, CAIA Emily (Dolezal) Fox, CAIA Greater Chicago Area Details
Emily (Dolezal) Fox, CAIA's Mercer Investments Experience March 2007 - June 2014
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC  June 2014 - Present
Mercer Investments   March 2007 - June 2014

Skills
Investment Management, Asset Allocation, Hedge Funds, Competitive Analysis, Asset Managment, Fixed Income, Wealth Management, Equity Research, Bloomberg, Financial Modeling, Due Diligence, CRM, Equities, Portfolio Management, Investments, Alternative Investments

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
MBA, Financial Analytics

Marquette University   2002 — 2006
Bachelor of Science (BS), Human Resources, Marketing and Spanish for the Professions

John Rohit Wilson John Rohit Wilson New York, New York Details
John Rohit Wilson's Mercer Investments Experience July 2009 - March 2013
Job Senior Associate PwC FS Advisory, Asset Management
Industry Financial Services
Experience
PwC Advisory  July 2015 - Present
PwC Advisory  June 2014 - August 2014
Mercer Investments   July 2009 - March 2013
Mercer Investment Consulting  June 2008 - August 2008
McKinsey & Company  March 2007 - July 2007

Skills
Investments, Portfolio Management, Mutual Funds, Asset Allocation, Performance Attribution, Due Diligence, Emerging Markets, Investment Management, Banking, Institutional..., Finance, Management Consulting, Analysis, Financial Analysis

Education
Emory University   2005 — 2009
BBA, Management, Finance, Economics

Marianne Feeley, CFA Marianne Feeley, CFA Greater Chicago Area Details
Marianne Feeley, CFA's Mercer Investments Experience January 2005 - November 2012
Job Institutional Investments / Consulting
Industry Investment Management
Experience
Mercer Investments   January 2005 - November 2012
Mercer Investments   May 2002 - December 2004
Mercer Investments   September 1994 - April 2002
Fuji Securities Inc.  1990 - 1994

Skills
Investment Strategies, Investments, Investment Advisory, Mutual Funds, Emerging Markets, Financial Markets, Equity Valuation, Wealth Management, Financial Modeling, Financial Services, Strategic Financial...

Education
University of Chicago GSB
Master of Business Administration (MBA), Finance

Loyola University of Chicago
Bachelor of Science

Kimberly Wood Kimberly Wood Saint Louis, Missouri Details
Kimberly Wood's Mercer Investments Experience January 2015 - Present
Job Senior Partner, National NonProfit Business Leader at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   January 2015 - Present
Mercer Investments   March 2012 - Present
Mercer Investments   February 2009 - March 2012
Wellington Management  February 2007 - January 2009
Ford Motor Company  June 1994 - January 2007

Skills
Team Leadership, Analytical Abilities, Marketing and Sales, Asset Management, Investments, Corporate Finance, Investment Strategies, Portfolio Management

Education
University of Illinois at Urbana-Champaign - College of Business   1992 — 1994
Master of Business Administration, Finance and Marketing

Truman State University   1988 — 1992
Bachelor of Arts, Finance

Brett Horton Brett Horton San Francisco, California Details
Brett Horton's Mercer Investments Experience 2014 - Present
Job Principal, Mercer Investments
Industry Financial Services
Experience
Mercer Investments   2014 - Present
Duff & Phelps  2011 - 2014
Marsh & McLennan  2006 - 2009
Brickerhaven Consulting Group   1994 - 2006
Hagen, Streiff, Newton & Oshiro   1989 - 1994
Procter & Gamble  1987 - 1989

Skills
Due Diligence, Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Management, Valuation, Investments, Portfolio Management, Asset Managment, Financial Modeling, Fixed Income, Asset Allocation, Capital Markets, Derivatives, Risk Management

Education
Brigham Young University   1981 — 1987

Kyle Jeffrey Kyle Jeffrey Boston, Massachusetts Details
Kyle Jeffrey's Mercer Investments Experience November 2014 - August 2015
Job Account Representative at Style Research
Industry Investment Management
Experience
Style Research   August 2015 - Present
Mercer - Investments  November 2014 - August 2015
Mercer  October 2012 - November 2014
Mercer  July 2011 - October 2012

Skills
Financial Operations, Project Management, Investment Management, Client Relations, Fund Administration, Trading Operations, Trust Services, Vendor Relationship..., Microsoft Excel, Access, Defined Benefit, Benefits Administration, Data Analysis, Client Services, Process Improvement, Fund Of Funds, Mutual Funds

Education
University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2011
BBA, Finance

Sophie Mayrand Sophie Mayrand Montreal, Canada Area Details
Sophie Mayrand's Mercer Investments Experience August 2014 - April 2015
Job Owner, Investment and Communication SM
Industry Investment Management
Experience
Investment and Communication SM (www.investcomsm.com)   August 2015 - Present
Mercer - Investments  August 2014 - April 2015
State Street Global Advisors  August 2010 - September 2013
State Street Global Advisors  April 2002 - August 2010
State Street Global Advisors  April 1998 - April 2002
BMO Harris Bank  September 1996 - February 1998
BMO Financial Group  January 1995 - September 1996
National Bank of Canada  January 1993 - January 1995

Skills
Portfolio Management, Equities, Bloomberg, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Capital Markets, Financial Markets, Securities, Investment Management, Trading, Valuation, Bonds, Wealth Management, Structured Products, Asset Managment, Options, Currency

Education
Université de Sherbrooke   1991 — 1992
Master of Science (MS), Accounting and Finance

Université de Montréal - HEC Montréal   1988 — 1991
Bachelor of Business Administration (BBA), Finance, General

mont-st-louis   1980 — 1985

Blake Hill Blake Hill Saint Louis, Missouri Details
Blake Hill's Mercer Investments Experience April 2013 - Present
Job Senior Investment Consulting Analyst at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   April 2013 - Present
Wells Fargo Advisors  April 2012 - April 2013
Prosperity Capital Advisors  June 2011 - August 2011
Wells Fargo Advisors  February 2011 - June 2011
Wells Fargo Advisors  June 2009 - August 2009

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Finance

Matthew Parlengas Matthew Parlengas Greater Boston Area Details
Matthew Parlengas's Mercer Investments Experience February 2013 - Present
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   February 2013 - Present
JPMorgan Chase  July 2012 - February 2013
Merrill Lynch  October 2011 - April 2012
Quabbin Wire & Cable Co., Inc.   June 2011 - August 2011
Dow Jones  February 2011 - April 2011
Bulfinch Hotel  May 2010 - December 2010
LEGO Systems, Inc.   June 2009 - January 2010

Skills
Customer Service, Sales, Phone Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Facebook, Social Media, Financial Analysis, Outlook, Investments

Education
Boston University - School of Management   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Minnechaung Regional High School   2004 — 2008
diploma, college prep

Sharell Jacobs Sharell Jacobs Quincy, Massachusetts Details
Sharell Jacobs's Mercer Investments Experience August 2014 - Present
Job Client Service Analyst at Mercer Investments
Industry Medical Practice
Experience
Mercer Management Consulting  August 2014 - Present
Mercer - Investments  August 2014 - Present
Massasoit Community College  September 2012 - Present
Express Teeth Whitening   2013 - 2014
Mandrell Company   January 2012 - December 2012

Skills
Marketing, Adverti, Enter, Event Planning, writin, Creative Writing, Proposal Writing, Resume Writing, Community Outreach, Project Management, Promotions, Organizational..., Accounting, Real Estate, Grief Counseling, Independent Film

Education
Massasoit Community College   2012 — 2015
Associate's degree, Business Administration and Management, General

Linda Ko Linda Ko Boston, Massachusetts Details
Linda Ko's Mercer Investments Experience June 2008 - Present
Job Associate at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   June 2008 - Present
Grant Thornton LLP  June 2007 - August 2007
Morgan Stanley  June 2006 - August 2006

Skills
Consulting, Consultants, Equities, Fixed Income, Investments, Asset Allocation, Portfolio Management, Corporate Finance, Structured Products, Defined Contribution, Defined Benefit, Alternative Investments, Wealth Management..., Investment Management, Asset Management, Due Diligence, Analysis, Sales, Sales Management, Sales Operations, Customer Service, Sales Presentations, Customer Experience, Customer Support

Education
Boston College   2004 — 2008
Bachelor's degree, Economics

Boston College, School of Arts and Science   2004 — 2008
· Bachelor of Arts, Economics ·

Jamal Choumane Jamal Choumane Greater New York City Area Details
Jamal Choumane's Mercer Investments Experience October 2013 - Present
Job Partner & Chief Information Officer Investments at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   October 2013 - Present
Citigroup  1994 - Present
Citi  January 2012 - August 2013
Citigroup - Global Transaction Services  August 2004 - December 2011
Citigroup Asset Management  March 2003 - September 2004
Citigroup Private Bank  July 2002 - November 2003
Salomon Smith Barney  November 1997 - July 2002
Smith Barney  June 1994 - November 1997
Credit Suisse  May 1987 - May 1994
NYNEX  April 1986 - May 1987

Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking

Education
City University of New York-Hunter College   1983 — 1986
BA

Haig Tachejian Haig Tachejian Houston, Texas Details
Haig Tachejian's Mercer Investments Experience May 2010 - August 2010
Job Strategy Analyst at Air Liquide America Specialty Gases
Industry Financial Services
Experience
Air Liquide  August 2014 - Present
Air Liquide  February 2014 - July 2014
Air Liquide  July 2012 - January 2014
Kenneth Woods Portfolio Management Program   January 2010 - January 2012
Industrial Alliance Securities  January 2011 - April 2011
Mercer Investments   May 2010 - August 2010

Skills
Portfolio Management, Equities, Analysis, Finance, Financial Modeling, Investments, Research, Equity Research, Bloomberg, Capital IQ, Asset Managment, Financial Analysis, Microsoft Excel, Valuation, Accounting, Corporate Finance, Budgets, Asset Management, Business Strategy, Asset Allocation, VBA, Strategic Financial..., Equity Valuation, Financial Reporting, Strategy, Business Analysis, Teamwork

Education
Concordia University   2009 — 2012
Bachelor of Commerce, Finance

College Jean-de-Brébeuf   2007 — 2009
International Baccalaureate, Economics

Jackie Steinberg Jackie Steinberg Greater New York City Area Details
Jackie Steinberg's Mercer Investments Experience April 2013 - August 2014
Job Senior Associate in Business Planning at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company  August 2015 - Present
Kaila's Way Foundation   July 2013 - Present
Israel & Co.   October 2014 - July 2015
Mercer Investments   April 2013 - August 2014
Mercer Investments   November 2010 - March 2013
Tikkun Olam in Tel Aviv-Jaffa   September 2009 - June 2010
Sovereign Bank  January 2008 - June 2008
CheckFree Investment Services  January 2007 - September 2007
Upstream Technologies LLC   January 2007 - September 2007
TJX  June 2006 - September 2006

Skills
Investments, Project Management, Manage Client..., Study Abroad Programs, Compliance, Organizing, PowerPoint, Pensions, Legal Documents, Client Liaison, Foundations, Portfolio Management, Social Networking, Event Planning, Defined Benefit, Client Services, Legal Writing, Client Communications, Sustainability, Problem Solving, International Business, Multicultural, Political Affairs, Excel, Team Leadership, Idea Generation, Multitasker, Client Relationship..., Negotiation, Middle East, Warehouse Management, Union Environment, Microsoft Excel, Quickbooks, Green Economy, Defined Contribution, Israeli, Greater China, Israeli-Palestinian..., Financial Analysis, Bloomberg Terminal, Diversity, Strategy, Leadership, Entrepreneurship, Investment Management, Management, Microsoft Office, Finance, Research

Education
Northeastern University   2005 — 2009
Graduated magna cum laude with a Bachelor of Science in Business Administration, Dual Concentration: Management; Entrepreneurship & Small Venture Management

University of Massachusetts Boston   2011 — 2013
Master of Business Administration (M.B.A.), International Management; Environmental Management

Bond University   2008 — 2008
Study Abroad

Peter D. Grant, CFA Peter D. Grant, CFA United States Details
Peter D. Grant, CFA's Mercer Investments Experience January 2014 - Present
Job Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   January 2014 - Present
Towers Watson  February 2009 - September 2013
Clearbrook Financial  July 2006 - January 2009
Aon Hewitt  April 1995 - June 2006

Skills
Business Management, Business Communication, Interpersonal/Intraperso..., Management, Investments, Strategy, CRM, Marketing Strategy, Business Communications, Risk Management, Leadership, Investment Management, Program Management, Portfolio Management

Education
Columbia University in the City of New York   2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General

CFA Institute   1993 — 1996
Chartered Financial Analyst, Finance

Cornell University   1988 — 1992
Bachelor of Science (B.S.), Applied Economics

Brunswick Highschool   1984 — 1988
Diploma

Daniel Leslie Daniel Leslie New York, New York Details
Daniel Leslie's Mercer Investments Experience October 2012 - Present
Job Analyst at Mercer
Industry Investment Management
Experience
Mercer - Investments  October 2012 - Present
Mercer - Investments  July 2010 - October 2012
Mercer  May 2009 - June 2010
Palmer Financial   December 2008 - May 2009

Skills
Investments, Finance, Defined Benefit, Microsoft Excel, Asset Allocation, Unit Pricing, Superannuation, Relationship Management, Statistical Data..., Mutual Funds, Pensions, Financial Analysis, Fund Rebalancing, Macro Automation, Defined Contribution, Investment Policy

Education
Deakin University   2004 — 2008
Bachelor of Science (BSc), Finance, General

Kaplan   2008 — 2009
Diploma of Financial Services

Gordon Fletcher Gordon Fletcher Greater Boston Area Details
Gordon Fletcher's Mercer Investments Experience April 2010 - Present
Job Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   April 2010 - Present
Mercer  January 2002 - April 2010
Blessed William Howard Catholic Secondary School   September 2000 - December 2001
University of Cambridge  1996 - 1997
University of Sao Paulo  January 1996 - April 1996

Skills
Negotiation, Sales Presentations, Data Analysis, Pensions, Investments, Risk, ALM, Asset Allocation, Defined Benefit, Actuarial, Financial Risk, Pension Funds, Investment Banking, Investment Strategies, Defined Contribution, Retirement, Solvency II, Derivatives

Education
University of Liverpool   1992 — 1996
PhD, Pure Mathematics

University of Warwick   1992 — 1993
MSc, Mathematics

The Manchester Metropolitan University   1999 — 2000
PGCE, Mathematics

University of Nottingham   1989 — 1992
BSc, Mathematics

Will Vial Will Vial Greater Chicago Area Details
Will Vial's Mercer Investments Experience August 2012 - May 2014
Job Associate at FPL Associates L.P.
Industry Management Consulting
Experience
FPL Advisory Group  May 2014 - Present
Mercer Investments   August 2012 - May 2014
Northern Trust  April 2011 - September 2012
Northern Trust  August 2010 - April 2011
MillerCoors  March 2008 - March 2009

Skills
Financial Modeling, Business Analysis, Financial Analysis, Bloomberg, Microsoft Office, Process Improvement, Project Management, Microsoft Excel, Leadership, Access, Data Analysis, Forecasting, Analysis

Education
Marquette University   2005 — 2009
Bachelors of Science, Finance/ Operations Supply Chain Management

Marquette University

Marcia Lynn Richardson, CFP Marcia Lynn Richardson, CFP Atlanta, Georgia Details
Marcia Lynn Richardson, CFP's Mercer Investments Experience May 2014 - Present
Job Principal at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investments   May 2014 - Present
Tennessee Valley Authority  January 2009 - April 2014
BB&T  2004 - 2007
Regional Brokerage Firm  1998 - 2001
Dain Rauscher (RBC Capital Markets)   1996 - 1998
EVEREN (Wells Fargo)   1993 - 1996

Skills
Investments, Proprietary Trading, Hedge Funds, Portfolio Management, Trading, Options, Asset Allocation, Equities, Hedging, Investment Management, Investment Strategies, Derivatives, Capital Markets, Securities, Alternative Investments, Equity Trading, Investment Advisory, Nuclear Decommissioning...

Education
Occidental College

University of Illinois at Urbana-Champaign
BA, Liberal Arts and Sciences, Literature

Lindsay Bellinger Lindsay Bellinger San Francisco Bay Area Details
Lindsay Bellinger's Mercer Investments Experience August 2007 - January 2013
Job Business Intelligence
Industry Management Consulting
Experience
Apple  October 2013 - Present
Symantec World Headquarters   May 2012 - October 2013
Mercer Oliver Wyman / MMC Companies   August 2007 - January 2013
Marsh & McLennan Companies, Inc.   August 2007 - January 2013
Mercer Investments   August 2007 - January 2013
Ebby Halliday Realty, Corporate   December 2005 - May 2007

Skills
Strategy, Business Analysis, CRM, Analysis, Business Intelligence, Leadership, Financial Analysis, Market Analysis, Six Sigma, Analytics, Business Process..., Marketing, Competitive Analysis, Negotiation, Management Consulting, Corporate Finance, Business Strategy, Business Development, Portfolio Management, Cross-functional Team..., Business Planning, Mergers & Acquisitions, Business Transformation, Process Improvement, Sales, Capital Equipment, Sales Operations

Education
University of Arizona
Double Major

Highland Park High School
HS, National Honor Society Member (cumulative GPA: A+)

Cynthia Lo Bessette Cynthia Lo Bessette New York, New York Details
Cynthia Lo Bessette's Mercer Investments Experience 2005 - 2008
Job SVP, Deputy General Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  March 2015 - Present
Jennison Associates LLC  February 2012 - March 2015
Lord Abbett  April 2008 - February 2012
Mercer Investments   2005 - 2008
Dimensional Fund Advisors  2004 - 2005
UBS Global Asset Management  2001 - 2004
Scudder Investments  1998 - 2001
Shearman & Sterling  1996 - 1998
Whitman Breed Abbott & Morgan  1995 - 1996

Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services

Education
Fordham University School of Law   1992 — 1995
JD

University of Michigan   1987 — 1991
BA

Elizabeth Liz Smylie Elizabeth Liz Smylie Greater Boston Area Details
Elizabeth Liz Smylie's Mercer Investments Experience July 2011 - Present
Job Senior Administrative Assistant at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   July 2011 - Present
Pyramis Global Advisors (a Fidelity Investments Company)   September 2008 - October 2010
FirstComp Insurance  January 2008 - July 2008
Amgen  June 1995 - October 2007
Standard & Poor's   1986 - 1991

Skills
Outlook, PowerPoint, Time Management, Excel, Word, Microsoft Office

Education
Stony Brook University
B.A.

Katharine Gibbs School
certification, secretarial science for college graduates

Ann Schmitz Ann Schmitz Salt Lake City, Utah Details
Ann Schmitz's Mercer Investments Experience June 2014 - August 2014
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  July 2015 - Present
Mercer Investments   June 2014 - August 2014
Bahl & Gaynor Investment Counsel  May 2013 - August 2013
Bahl & Gaynor Investment Counsel  May 2012 - August 2012

Skills
Finance, Microsoft Excel, Bloomberg Terminal, Analytical Skills, Financial Markets, Spanish-speaking, Investments, Investment Strategies, Economics, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, PowerPoint, VBA, Equity Valuation

Education
Saint Louis University   2011 — 2015
Bachelor's Degree, Finance

Saint Louis University Madrid   2013 — 2013

Saint Ursula Academy   2007 — 2011
High School

Matthew Spink Matthew Spink Greater Boston Area Details
Matthew Spink's Mercer Investments Experience September 2010 - April 2011
Job Fund Compliance Manager at State Street Bank
Industry Financial Services
Experience
Mercer  September 2015 - Present
State Street  January 2014 - September 2015
State Street  November 2012 - January 2014
State Street  April 2011 - November 2012
Mercer Investments   September 2010 - April 2011
Stop & Shop  January 2010 - September 2010

Skills
Fund Accounting, Bloomberg, Mutual Funds, Money Market Funds, Fund Of Funds, Equities, Derivatives, Financial Services, Bonds, Asset Management, ETFs, Swaps, Foreign Exchange, Accounting, Securities Lending, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Finance, Customer Service

Education
Bridgewater State College   2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance

Stanley Mavromates Stanley Mavromates Greater Boston Area Details
Stanley Mavromates's Mercer Investments Experience June 2012 - Present
Job Americas, Chief Investment Officer at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   June 2012 - Present
Mass PRIM Board   April 2005 - June 2012
Massachusetts PRIM Board   February 2000 - March 2005
John Hancock Life Insurance Company (U.S.A.)   1989 - 2000

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Investment Strategies, Fixed Income, Investment Management, Investments, Asset Management, Equities, Investment Advisory, Mutual Funds, Institutional...

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1993 — 1995
MBA, Finance

Northeastern University   1984 — 1989
BS, Finance

Casey Allison, CFA Casey Allison, CFA Greater Atlanta Area Details
Casey Allison, CFA's Mercer Investments Experience 2014 - Present
Job Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  2014 - Present
Sullivan & Schlieman Wealth Management, LLC   2013 - 2014
CPC Advisors, Raymond James   2008 - 2013
Merrill Lynch  2007 - 2008
Merrill Lynch  2004 - 2007

Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Due Diligence, Series 63, Portfolio Strategy

Education
Georgia State University   2002 — 2004
Marketing

University of Georgia - Terry College of Business   1998 — 2002

Max Mosky Max Mosky Atlanta, Georgia Details
Max Mosky's Mercer Investments Experience June 2014 - April 2015
Job Senior Data Scientist at TouchPoint Support Services
Industry Financial Services
Experience
TouchPoint Support Services  April 2015 - Present
Mercer - Investments  June 2014 - April 2015
Mesirow Financial  June 2013 - August 2013
Madison Street Capital  May 2012 - August 2012

Skills
Data Analytics, Microsoft Excel, PowerPoint, Teamwork, Social Media, Public Speaking, Analysis, Microsoft Office, Microsoft Word, Business Analytics, Research, Photoshop, English, Java, HTML, Financial Analysis, Data Analysis, R

Education
Emory University   2010 — 2014
Mathematics and Economics

Evanston Township High School   2006 — 2010

Victoria Tran Victoria Tran Greater Boston Area Details
Victoria Tran's Mercer Investments Experience February 2013 - April 2013
Job Human Capital Consultant at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting  June 2015 - Present
Slomiak Enterprises LLC   April 2013 - May 2015
Mercer Investments   February 2013 - April 2013
Mercer Investments   July 2011 - February 2013
Liberty Mutual Insurance  June 2010 - August 2010
State Street  June 2007 - August 2009

Skills
Analysis, Leadership, Financial Modeling, Financial Analysis, Data Analysis, Investments, Microsoft Excel, Project Planning, PowerPoint, Business Analysis, Financial Reporting, Economics, Microsoft Word

Education
Bentley University   2007 — 2011
B.S., Economics-Finance, Global Perspectives, Magna Cum Laude

The University of Hong Kong   2009 — 2009
Economics Finance

Boston Latin School   2001 — 2007

DeLisa Turner DeLisa Turner Greater Milwaukee Area Details
DeLisa Turner's Mercer Investments Experience August 2014 - September 2014
Job Organizational Manager with heavy I.T experience
Industry Investment Management
Experience
Milwaukee Public Schools  September 2014 - Present
ViSalus  July 2014 - Present
solo publisher   October 2012 - Present
Mercer - Investments  August 2014 - September 2014
Community Care Inc  February 2014 - May 2014
Aurora Health Care  September 2013 - January 2014
Briggs & Stratton  March 2013 - September 2013
Milwaukee County  September 2012 - February 2013
PMone Ink publishing   2012 - 2013
Frontier Airlines  June 2012 - September 2012

Skills
Educational Leadership, Team Leadership, MS Project, Teaching, Troubleshooting, Soft Skills, Human Relations, Team Motivator, PC maintenance, Oracle Applications, Organizational..., Supervisory Skills, Outlook, Notebooks, Operating Systems, Customer Service, Problem Solving, Team Building, Customer Relations, Microsoft Office, Public Speaking, Customer Satisfaction, Teamwork, Program Management, Computer Hardware, Call Center, Lotus Notes, Project Planning, Lync, Microsoft Word, Software Documentation, Lotus Domino, Office 2010, Document Processing, Document Research, Laptops, Call Centers, Windows, System Administration, Microsoft Exchange, Project Management, Leadership, Management, Active Directory, Process Improvement, Technical Support, Databases, Time Management, Help Desk Support, Access

Education
Argosy University   2015 — 2016
Master's degree, Organizational Leadership

Colorado Technical University   2010 — 2012
BSBAE, Business Administration-Project Managment, 3.01

Milwaukee Area Technical College   2003 — 2006
A.A.S, NETWORK SPECIALIST

Milwaukee Area Technical College   1994 — 1995
A.A.S, child care and development

Whitefish Bay High School   1980 — 1984
General Diploma, Genral Studies

Matt Radencic Matt Radencic Greater Chicago Area Details
Matt Radencic's Mercer Investments Experience 2001 - 2004
Job Financial Planning & Analysis
Industry Investment Management
Experience
Financial Planning & Analysis Consultant   April 2015 - Present
Mercer  January 2006 - March 2015
Mercer  2005 - 2005
Mercer Investments   2001 - 2004
Davenport University  2000 - 2001
Chicago Capital, Inc.   1995 - 2000
McMahon & Company   1992 - 1995
Kenneth Leventhal & Company (Ernst & Young)   1986 - 1992

Skills
Financial Planning &..., Financial Reporting, Budget Forecasts, Finance, Financial Forecasting, Financial Modeling, Auditing, Strategic Financial..., Accounting, Financial Statements, Cash Management, Financial Audits, Analysis, Controllership Functions, Investments, Broker-Dealer, Management Accounting, Financial Planning

Education
Purdue University Calumet
MBA

Purdue University Calumet
B.S.

Courtney Twardy Courtney Twardy New York, New York Details
Courtney Twardy's Mercer Investments Experience April 2013 - December 2014
Job
Industry Financial Services
Experience
Mercer Investments   April 2013 - December 2014
Mercer Investments   June 2011 - March 2013
RogersCasey  June 2010 - August 2010
Aldrich Museum of Contemporary Art   June 2009 - August 2009

Education
The Johns Hopkins University   2007 — 2011
Bachelor's Degree

Miriam Tolbert Miriam Tolbert Greater Atlanta Area Details
Miriam Tolbert's Mercer Investments Experience January 2001 - Present
Job Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   January 2001 - Present

Education
Kansas State University   1996 — 2000
BS, BA, Finance, Spanish

Michelle Elson-Roza Michelle Elson-Roza Greater Chicago Area Details
Michelle Elson-Roza's Mercer Investments Experience January 2010 - October 2012
Job Owner at MJER Help
Industry Financial Services
Experience
MJER Help, LLC   September 2015 - Present
Northern Trust  October 2012 - April 2015
Mercer Investments   January 2010 - October 2012
Man Group  April 2007 - December 2008
Deloitte  August 2004 - April 2007

Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Due Diligence, Investment Management, Hedging, Credit

Education
Kendall College   2015 — 2016
Accelerated Associates Degree in Culinary Arts, Culinary Arts/Chef Training, Anticipated Graduation Summer 2016

Washington University in St. Louis   2000 — 2004
BSBA, Finance, Political Science and International Business

Luis Capella Luis Capella Athens, Georgia Details
Luis Capella's Mercer Investments Experience June 2013 - August 2013
Job Revenue Management Analyst at The Walt Disney Company
Industry
Experience
The Walt Disney Company  March 2015 - Present
The Walt Disney Company  January 2015 - February 2015
The Walt Disney Company  June 2014 - December 2014
Mercer Investments   June 2013 - August 2013
Camp Sunshine  May 2010 - July 2010
Goldman Sachs  May 2009 - June 2009

Skills
SAS, R, SQL, Tableau, Python, Microsoft Excel, Matlab, Data Analysis, Leadership

Education
The University of Georgia   2013 — 2015
Master's degree, Statistics, 3.7/4.0

University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Kimberly Hawthorne Kimberly Hawthorne Saint Louis, Missouri Details
Kimberly Hawthorne's Mercer Investments Experience January 2010 - September 2012
Job Administrative Coordinator
Industry Executive Office
Experience
Boeing  August 2014 - Present
Wells Fargo Advisors  November 2013 - August 2014
Washington University in St. Louis  August 2013 - November 2013
Wells Fargo Advisors (KForce)   October 2012 - June 2013
Mercer Investments   January 2010 - September 2012
Hammond Associates  October 2004 - January 2010

Skills
Customer Service, Administrative Functions, Administrative..., Work in A Fast Paced..., Comfortable working..., Microsoft Office, Administration

Education
Saint Louis University

Jeff Pugh Jeff Pugh Greater San Diego Area Details
Jeff Pugh's Mercer Investments Experience January 2002 - January 2004
Job System Administrator Desktop Engineering at General Atomics
Industry Information Technology and Services
Experience
General Atomics  October 2014 - Present
General Atomics  May 2011 - Present
Apple Inc  January 2006 - January 2011
Apple  January 2004 - January 2006
Mercer Investments   January 2002 - January 2004
Ball Automotive Group   January 2002 - January 2004

Skills
Mac, OS X, Troubleshooting, iOS, Technical Support, iPhone, SCCM, Casper, Customer Service, Data Security, RSA SecurID, Symantec Endpoint..., Apple Certified, VMware Fusion, Active Directory, Microsoft Exchange, Executive Support, BMC Remedy, Altiris, SAP ERP, Ironport, Mac OS

Education
Western Governors University   2009 — 2014
In Progress, Bachelors of Science : IT Network Administration

Southwestern College   2003 — 2005
Network and System Administration

Eastlake High School
High School Diploma

Mariana Zubritski Mariana Zubritski Austin, Texas Details
Mariana Zubritski's Mercer Investments Experience April 2012 - June 2014
Job
Industry Investment Management
Experience
Dimensional   July 2014 - Present
Mercer Investments   April 2012 - June 2014
Mercer Investments   June 2008 - March 2012
Mercer Investment Consulting  January 2004 - June 2008

Skills
Equities, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Asset Managment, Investment Management, Mutual Funds, Due Diligence, Capital Markets

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2005 — 2006
MBA

DePaul University   2001 — 2004
Bachelor of Science (B.S.)

David Pritchard David Pritchard Greater Chicago Area Details
David Pritchard's Mercer Investments Experience June 2006 - June 2012
Job Territory Services Manager at Red Hat
Industry Information Technology and Services
Experience
Red Hat  January 2015 - Present
Grosvenor Capital Management, L.P   November 2013 - January 2015
Guaranteed Rate  June 2012 - November 2013
Mercer Investments   June 2006 - June 2012
Credit Suisse - HOLT  February 2001 - June 2006

Skills
HTML, SQL, Java, AJAX, ASP.NET, C#, JavaScript, XML, SQL Server, MySQL, .NET, Visual Studio, Web Development, Web Services, IIS, PL/SQL, Access, LINQ, Agile Methodologies, Software Development, Business Intelligence, TFS, Entity Framework, Project Delivery, Software Project..., Design Patterns, Integration, OOP, SDLC, Agile Project Management, Scrum, CSS, Web Applications, VB.NET, SOA, SharePoint, Databases, Project Management, Project Planning

Education
Northern Illinois University   1992 — 1996
BS, Operations Management

Ben Fine Ben Fine Greater Boston Area Details
Ben Fine's Mercer Investments Experience June 2014 - August 2014
Job Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group  January 2015 - Present
Aceing Autism  September 2011 - December 2014
Mercer - Investments  June 2014 - August 2014
Brandeis University  February 2013 - May 2014
State of Rhode Island: Office of the General Treasurer   May 2013 - August 2013
Butler Hospital  June 2012 - August 2012

Skills
Teaching, Teamwork, Leadership

Education
Brandeis University   2011 — 2014
Bachelor of Arts (B.A.), Economics

Moses Brown School   2007 — 2011

Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Greater Boston Area Details
Jay O'Shaughnessy, QPFC®, CMFC®, AIF®'s Mercer Investments Experience April 2012 - Present
Job Senior Investment Consultant Mercer Investments
Industry Financial Services
Experience
Mercer Investments   April 2012 - Present
New York Life Investment Management  2009 - 2012
New York Life Retirement Plan Services  2001 - 2009
UBS  2000 - 2001
Los Angeles Dodgers  1995 - 1999

Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory

Education
Northeastern University   1992 — 1997

American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)

The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)

Christopher Carrano Christopher Carrano Greater New York City Area Details
Christopher Carrano's Mercer Investments Experience June 2013 - August 2013
Job WisdomTree Investment Analyst
Industry Investment Management
Experience
WisdomTree Asset Management  September 2015 - Present
Prime Young Jae Kyo Yuk   October 2014 - March 2015
WisdomTree Asset Management  May 2014 - August 2014
Mercer Investments   June 2013 - August 2013
The Italian Academy at Columbia University   January 2013 - May 2013
Interact Inc  May 2006 - July 2012
John Werner Kluge Family Estate   December 2009 - September 2010

Skills
Retirement Plan..., Business Networking, Research, Investments, PowerPoint, Defined Contribution, Microsoft Excel, Microsoft Office, Data Analysis, Consulting, Event Planning, 401k, Institutional..., Financial Modeling

Education
Columbia University in the City of New York   2012 — 2014
Economics, Economics

Florida State University   2011 — 2012
Economics and Mathematics

Brian Falco Brian Falco Dallas/Fort Worth Area Details
Brian Falco's Mercer Investments Experience October 1991 - October 1996
Job Senior Vice President and Principal at LCG Associates
Industry Investment Management
Experience
LCG Associates  September 2003 - Present
LCG Associates  October 1996 - September 2003
Mercer - Investments  October 1991 - October 1996
SEI  May 1990 - April 1991

Skills
Asset Management, Alternative Investments, Investments, Asset Allocation, Equities

Education
Clemson University - College of Business and Behavioral Science   1986 — 1989
Bachelor's Degree, Finance and Financial Management Services

David Eisenberg David Eisenberg Greater Boston Area Details
David Eisenberg's Mercer Investments Experience 2004 - Present
Job North America, Director of Client Consulting at Mercer
Industry Investment Management
Experience
Mercer  January 2015 - Present
Mercer Investments   2004 - Present
Mercer Global Investments  2004 - 2006
Brockhouse Cooper International   2002 - 2004
John Hancock Advisers   1997 - 2001
NEPC  1993 - 1997
Atlantic Investment Advisors   1991 - 1993
Trinity Investment Management   1984 - 1990
Cambridge Associates  1981 - 1984
Peat Marwick  1977 - 1979

Skills
Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Investment Strategies, Mutual Funds, Due Diligence, Investment Advisory, Wealth Management, Risk Management, Financial Services, Pensions, Fund Of Funds, Institutional..., Program Management, Management, Quantitative Analytics, Leadership, Alternative Investments, Hedge Funds, Asset Management, Fixed Income

Education
Harvard Business School   1979 — 1981
MBA

Beloit College   1973 — 1977
BA, Economics

Kingsley Odiase Kingsley Odiase Greater Boston Area Details
Kingsley Odiase's Mercer Investments Experience July 2012 - February 2013
Job Experienced IT Analyst
Industry Information Services
Experience
Blue Cross Blue Shield of Massachusetts  May 2015 - Present
Boston Medical Center (BMC)   February 2015 - May 2015
Tufts Health Plan – Network Health  November 2014 - December 2014
Aquent  August 2014 - October 2014
Dana-Farber Cancer Institute  July 2013 - July 2014
Azara Healthcare  February 2013 - July 2013
Mercer Investments   July 2012 - February 2013
MedVentive  January 2012 - July 2012
Epsilon  March 2008 - January 2012
ScerIS  February 2007 - March 2008

Skills
Troubleshooting, Process Improvement, MS Project, Requirements Analysis, Functional..., Business Analysis, SQL, MIS, Word, Excel, ETL, Documentation, Applications Support, Data Mapping, Root Cause Analysis, Hyperion, Data Analysis, Databases, Product Development, SQL Server, Visio, Analysis, Problem Solving, Database Management, SSIS, Microsoft SQL Server, EDI, ANSI X12, Data Transformation, Data Integration, Knowledge Sharing, Knowledge Building, SSRS, HL7, 837P, Visual Studio, SQL Report Writing, Solution Implementation, Benefits Administration, Microsoft Excel, Software Documentation

Education
Rensselaer Polytechnic Institute   2000 — 2004
BS

Benjamin Nugent Benjamin Nugent Greater Chicago Area Details
Benjamin Nugent's Mercer Investments Experience September 2011 - August 2014
Job Sr. Supervision Analyst Bank Supervision and Regulation at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago  August 2014 - Present
Mercer Investments   September 2011 - August 2014
Mercer Investment Consulting  October 2009 - September 2011
CS STARS LLC, a division of Marsh & McLennan   2005 - 2009

Skills
VBA, Financial Modeling, Statistical Modeling, Data Analysis, Derivatives, R, Monte Carlo Simulation, Time Series Analysis, Risk Management, Quantitative Finance, Economics, Quantitative Research, Financial Analysis, SAS, SQL, Python, Econometrics, ANOVA, VAR, Process Improvement, Regression Models, GARCH, ARIMA, Option Pricing Models, Equity Valuation, Portfolio Management, Fixed Income, Equity Derivatives, Financial Statements, Data Mining, Valuation, Investments, Analysis

Education
DePaul University   2008 — 2011
MSc, Computational Finance, 3.8

University of Illinois at Urbana-Champaign   2001 — 2005
B.A., Economics

Passed Level I of the CFA Program

Seamus Britt, CFA Seamus Britt, CFA Greater Boston Area Details
Seamus Britt, CFA's Mercer Investments Experience 2012 - Present
Job Client Portfolio Director, Principal at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   2012 - Present
The Hartford  2010 - 2012
Legg Mason  2008 - 2010
The Hartford  2005 - 2008
Mercer Investment Consulting  2001 - 2005
Scudder Investments  1999 - 2001

Education
Bowdoin College   1995 — 1999
B.A., Economics, Government

Gilman School   1983 — 1995

Melissa Connolly Melissa Connolly Greater New York City Area Details
Melissa Connolly's Mercer Investments Experience 2013 - Present
Job Proposal Strategist at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   2013 - Present
Express Scripts (formerly Medco Health Solutions, Inc.)   2007 - 2013

Skills
Microsoft Office, Strategic Planning, Process Improvement

Education
Fairleigh Dickinson University

The Catholic University of America

Brian C. Donovan Brian C. Donovan Greater Boston Area Details
Brian C. Donovan's Mercer Investments Experience May 2014 - Present
Job Global Investments Product Leader at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   May 2014 - Present
Pyramis Global Advisors  July 2008 - April 2014
Fidelity Worldwide Investment  January 2008 - July 2008
Fidelity Family Office Services  June 2004 - January 2008
Fidelity Strategic New Business Development   July 1999 - May 2004
Fidelity Group Pensions International   January 1995 - June 1999
Fidelity Worldwide Investment  November 1993 - October 1995
Fidelity Investments  June 1983 - October 1993

Skills
Financial Services, Mutual Funds, Wealth Management, Institutional..., Strategy, Investments, Global Product..., International Business..., Alternative Investments, Pensions, Leadership, Series 7, CRM

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1994
MBA, Finance

Northeastern University   1978 — 1983
BS, Criminal Justice

Goke Akingbade Goke Akingbade Baltimore, Maryland Area Details
Goke Akingbade's Mercer Investments Experience July 2010 - September 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2014 - Present
J.P. Morgan   November 2012 - October 2014
Mercer Investments   July 2010 - September 2012
Taylor Companies  September 2009 - May 2010
BENNETT GROUP FINANCIAL SERVICES   May 2009 - August 2009

Skills
Analysis, Portfolio Management, Investments, Finance, Financial Analysis, Investment Banking, Equities

Education
The George Washington University - School of Business   2007 — 2010
Bachelor of Business Administration, Finance and International Business

Bond University   2008 — 2008
BBA, Finance

Paul Kolevsohn Paul Kolevsohn Greater Atlanta Area Details
Paul Kolevsohn's Mercer Investments Experience May 2012 - Present
Job Principal at Mercer Investment Consulting
Industry Real Estate
Experience
Mercer Investments   May 2012 - Present
Lend Lease  September 2011 - May 2012
Lend Lease Americas  July 2009 - September 2011
Lend Lease  December 2006 - June 2009
CB Richard Ellis  June 2005 - October 2006

Skills
Real Estate, Asset Management, Due Diligence, Financial Modeling, Valuation, Investments, Real Estate Economics, Leases, Real Estate Development, Alternative Investments, Corporate Finance, Disposition, Investment Management, Commercial Real Estate, Investment Properties, Negotiation, Corporate Real Estate, Real Estate Transactions, Microsoft Excel, Property Management, Real Estate Financing

Education
Emory University - Goizueta Business School   2007 — 2009
MBA

University of Georgia - Terry College of Business   1997 — 2001

Robert Marchetti Robert Marchetti Greater Boston Area Details
Robert Marchetti's Mercer Investments Experience April 2014 - Present
Job Client Portfolio Director, Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   April 2014 - Present
Old Mutual  May 2012 - April 2014
Fidelity Investments  December 2006 - May 2012
State Street Global Advisors  June 2004 - November 2006
State Street Global Advisors  August 2001 - June 2004
Deutsche Bank  August 1998 - August 2001

Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2005
MBA, Finance

Fairfield University   1994 — 1998
BS, Finance

St. John's High School

Jordan Rizzuto, CFA Jordan Rizzuto, CFA New York, New York Details
Jordan Rizzuto, CFA's Mercer Investments Experience May 2011 - November 2013
Job Senior Investment Strategist at IBM
Industry Investment Management
Experience
IBM Retirement Funds  November 2013 - Present
Mercer Investments   May 2011 - November 2013
[Self]   June 2009 - May 2011
Storm Exchange Inc.   January 2007 - June 2009
Kroll Inc.  2004 - January 2007
Morgan Stanley  2002 - 2003

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Due Diligence, Investments, Private Equity, Structured Finance, Chartered Financial..., Hedging, Asset Management, Investment Strategies, Fixed Income, Equities, Investment Management, Defined Benefit, Portfolio Management, Bloomberg

Education
Emory University
Bachelor of Arts, Economics

Mariya Nikolova, CFA Mariya Nikolova, CFA Greater Chicago Area Details
Mariya Nikolova, CFA's Mercer Investments Experience April 2013 - Present
Job Senior Associate at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments  April 2013 - Present
Mercer - Investments  April 2011 - March 2013
Mercer - Investments  June 2007 - March 2011

Education
Lake Forest College   2003 — 2007
Economics

Carlo DiLalla, MBA, CFA Carlo DiLalla, MBA, CFA Toronto, Canada Area Details
Carlo DiLalla, MBA, CFA's Mercer Investments Experience August 2007 - July 2012
Job VP Fixed Income at CIBC Global Asset Management
Industry Investment Management
Experience
CIBC Global Asset Management  July 2012 - Present
Mercer Investments   August 2007 - July 2012
Watson Wyatt Investment Consulting  June 2006 - August 2007
Mackenzie Financial  October 2004 - March 2006
Royal & SunAlliance Investments   October 2000 - September 2004
TD Trust/TD Asset Management   December 1995 - October 2000

Skills
Fixed Income, Asset Allocation, Asset Managment, Financial Markets, Capital Markets, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Wealth Management, Portfolio Management, Hedge Funds, Investments, Bloomberg, Equities, Bonds, Investment Advisory, Options, Derivatives, Asset Management, Valuation, Institutional..., Trading, Financial Modeling, Pensions, Investment Banking, Securities, FX Options, Equity Research

Education
Niagara University   2000 — 2002
MBA, Business

Concordia University   1991 — 1994
BComm., Finance

Loyola High School

Jeff Schutes Jeff Schutes Greater Atlanta Area Details
Jeff Schutes's Mercer Investments Experience July 2013 - Present
Job Growth Markets Business Leader, Mercer Investments
Industry Financial Services
Experience
Mercer Investments   July 2013 - Present
Mercer  December 1995 - Present
Mercer Investments   January 2012 - July 2013
Mercer Investment Consulting  April 2007 - January 2012
CDA Investment Technolgies   1984 - 1995

Skills
Pension Funds, Defined Benefit, Risk Management, Asset Allocation, Investments, Pensions, Asset Managment, Alternative Investments, Institutional Investors, Investment Management, Investment Strategies, Strategic Financial..., Mergers, Strategic Planning, Insurance, Mergers

Education
Purdue University - Krannert School of Management   1976 — 1978
BS, Management Finance

Daniel Webster College   1974 — 1976
AS, Aviation

Annie Bruneau Annie Bruneau Greater Boston Area Details
Annie Bruneau's Mercer Investments Experience January 2008 - Present
Job Partner Mercer Investments
Industry Investment Management
Experience
Mercer Investments   January 2008 - Present
Mercer Human Resource Consulting  1989 - 2007

Skills
Pensions, Asset Allocation, Investment Strategies, 401k, Defined Benefit, Retirement, Retirement Plan..., ALM, Retirement Planning, Risk Management, Equities

Education
Concordia University
Mathematics

SSM

Jeremiah France Jeremiah France Greater Boston Area Details
Jeremiah France's Mercer Investments Experience March 2012 - Present
Job Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   March 2012 - Present
Mercer Global Investments  March 2005 - March 2012
Mercer Investments   2005 - March 2012
Mercer  2005 - 2008
Mellon Financial  December 2002 - January 2005
Bank of America  August 1996 - October 2001
Keyport Life Insurance Company  1992 - 1996

Skills
Investments, Mutual Funds, Investment Management, Hedge Funds, Insurance, Asset Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Financial Services, Fixed Income, Investment Strategies, Securities, Wealth Management, Pensions, Series 7, Retirement, Valuation, Risk Management, Due Diligence

Education
Bryant University   1988 — 1992
Applied Actuarial Mathematics, Actuarial Mathematics

Anna Dunn, CFA, CAIA Anna Dunn, CFA, CAIA Atlanta, Georgia Details
Anna Dunn, CFA, CAIA's Mercer Investments Experience May 2010 - May 2012
Job Head of Research at Alpha Capital Management
Industry Financial Services
Experience
Alpha Capital Management, LLC   June 2012 - Present
Mercer Investments   May 2010 - May 2012
Rogerscasey  July 2007 - April 2010

Skills
Asset Allocation, Due Diligence, Hedge Funds, Alternative Investments, Equities, Institutional..., Investment Strategies, Strategy, Investments, Investment Management, Private Equity, Equity Research, Asset Management, Bloomberg, Fixed Income

Education
Princeton University   2003 — 2007
AB, Economics

Jennifer Disbennett Jennifer Disbennett Greater St. Louis Area Details
Jennifer Disbennett's Mercer Investments Experience January 2011 - October 2012
Job Portfolio Data Analyst at Matter Family Office
Industry Financial Services
Experience
Matter Family Office  October 2012 - Present
Mercer Investments   January 2011 - October 2012
Hammond Associates  July 2007 - January 2011

Skills
Finance, Portfolio Management, Asset Management, Equities, Management, Alternative Investments, Asset Allocation, Financial Modeling, Performance Attribution, Bloomberg, Financial Analysis, Investments

Education
Saint Louis University   2003 — 2007
Bachelor, Accounting

Austin Roberds Austin Roberds Greater St. Louis Area Details
Austin Roberds's Mercer Investments Experience March 2015 - Present
Job Senior Associate at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  March 2015 - Present
Mercer Investments   April 2014 - Present
Frontyard Features, LLC   May 2013 - Present
Mercer  April 2013 - April 2014
Northwestern Mutual  February 2009 - April 2013
Tower Grove East Neighborhood Association   November 2009 - November 2010
Edward Jones  July 2006 - January 2009
Tower Grove East   2008 - 2009
Madison High School  June 2005 - June 2006
Lindbergh High School  August 2003 - May 2005

Skills
Insurance Planning, Investment Strategies, Employee Benefits, Strategic Financial..., Insurance, Sales, Equities, Fixed Income, Curriculum Design, Trading, Educational Technology, Retirement, Investments, Long-term Care, Life Insurance, Financial Services, Management, Business, Finance, Asset Allocation, 401k, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Estate Planning, Financial Planners, Fixed Annuities, Series 6, Alternative Investments, Financial Planning

Education
Southern Illinois University, Edwardsville   2001 — 2002
BA, English

Millikin University   1994 — 1998
BA, Philosophy

Josh Castaneda Josh Castaneda Greater Chicago Area Details
Josh Castaneda's Mercer Investments Experience October 2013 - Present
Job Investment Performance Analyst
Industry Financial Services
Experience
Mercer Investments   October 2013 - Present
Northern Trust  December 2011 - October 2013
BP  July 2011 - December 2011

Skills
Accounting, Financial Analysis, General Ledger, Finance, Account Reconciliation, Management, Risk Management, Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, Auditing, Investments, Valuation, Microsoft Office, Customer Service, Analysis

Education
DePaul University   2005 — 2009
commerce, finance

Charles McDonald Charles McDonald Greater Chicago Area Details
Charles McDonald's Mercer Investments Experience December 2005 - July 2009
Job Investment Management Professional
Industry Investment Management
Experience
Airtight Compliance   September 2011 - January 2013
Towers Watson  January 2009 - June 2011
Mercer Investments   December 2005 - July 2009
William Blair & Company  December 1985 - December 2001
Dart & Kraft, Inc. (Kraft Foods, Tupperware, Duracell, etc.)   November 1983 - December 1985

Skills
Investments, Equities, Public Speaking, Teamwork, Writing, Project Management, Investor Relations, Compliance, Small Business, Consulting, Corporate Finance, Mentoring, Sports, Venture Capital

Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Accounting and Finance

The Ohio State University
Bachelor of Arts (B.A.), Economics and Mathematics

Osman Galvez Osman Galvez Greater Chicago Area Details
Osman Galvez's Mercer Investments Experience June 2013 - Present
Job Investment Performance Analyst
Industry Investment Management
Experience
Mercer Investments   June 2013 - Present
Ladder Up Financial Liberation  February 2011 - April 2014
Huron Consulting Group  January 2013 - June 2013
Village Market Place, LLC   November 2002 - January 2013

Skills
Cost Reduction..., Inventory Management, Risk Management, Data Entry, Strategic Financial..., Strategic pricing, Presentations, Spanish, Forecasting, Member Relations, Policy Analysis, Merchandising, Multi Tasking, Stock Market, Corporate Finance, Personal Finance, Stocking, Customer Satisfaction, Diversity, Technical Analysis, Tax Law, Accounting, Customer Service, Access, Leadership, Finance, Microsoft Excel, PowerPoint, Pricing Strategy, Outlook, Financial Analysis

Education
Northeastern Illinois University   2009 — 2013
Bachelors of Science in Finance

Ela Karahasanoglu Ela Karahasanoglu Toronto, Canada Area Details
Ela Karahasanoglu's Mercer Investments Experience February 2012 - June 2015
Job Vice President, Currency & Asset Allocation at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management  July 2015 - Present
Mercer Investments   February 2012 - June 2015
Bayesian Efficient Asset Management LLC (Quant Global Macro Hedge Fund)   February 2008 - March 2011
BEST Canada LLC (Quant Global Macro CTA)   April 2005 - February 2008
Euromed Inc.  October 2002 - March 2005
Merrill Lynch  June 2000 - January 2002
Merrill Lynch, Credit Derivatives Group (NY)   June 1999 - September 1999
SUMERBANK A.S. Portfolio Management Group, Turkey   February 1996 - February 1998

Skills
Microsoft Office, VBA, Bloomberg Terminal, Reuters, German, Turkish, Bloomberg Tradebook, TradingScreen, Trading Technologies, PerTrac, Hedge Funds, Trading, Derivatives, Portfolio Management, Asset Management, Currency, Capital Markets, Investments, Bloomberg, Financial Modeling, Excel, Alternative Investments, Due Diligence, Research, Risk, Commodities, Global Macro, Economics, Bonds, Options, Fund Of Funds, Emerging Markets, Investment Strategies, Fixed Income, Investment Management, Financial Risk, Commodity, Equities, Institutional..., Asset Allocation, Risk Management, Microsoft Excel, Quantitative Analytics, Chartered Financial..., Managed Futures, Private Banking, Performance Attribution, Equity Research

Education
Georgetown University - The McDonough School of Business   1998 — 2000
MBA, Finance

Marmara Üniversitesi   1993 — 1997
BA, Finance/Accounting

uskudar amerikan kiz koleji   1986 — 1993
High school diploma, High School/Secondary Diplomas and Certificates

Bahariye   1981 — 1986
Elementary School Diploma, elementary education

Sean Massey Sean Massey Greater New York City Area Details
Sean Massey's Mercer Investments Experience June 2011 - Present
Job Principal Mercer Investments
Industry Financial Services
Experience
Mercer Investments   June 2011 - Present
Evaluation Associates  December 1995 - June 2011

Education
Southern Connecticut State University   1992 — 1996
BS, Accounting

Leena Shah, CFA Leena Shah, CFA New York, New York Details
Leena Shah, CFA's Mercer Investments Experience March 2013 - Present
Job Principal at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   March 2013 - Present
Mercer Investment Consulting, London   November 2011 - February 2013
Mercer Investment Consulting, NY   April 2006 - October 2011
HDFC Bank  June 2004 - November 2004

Skills
CFA, Investments, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Investment Management, Asset Management, Equities, Fixed Income, Portfolio Management, Fund Of Funds, Mutual Funds, Chartered Financial..., Institutional..., Investment Advisory

Education
City University of New York-Baruch College - Zicklin School of Business   2005 — 2006
MS, Accounting

Jamnalal Bajaj Institute of Management Studies   2002 — 2004
MBA, Marketing

Earnest Porter Earnest Porter Houston, Texas Area Details
Earnest Porter's Mercer Investments Experience October 2012 - June 2013
Job HR Analyst at Baker Hughes
Industry Sporting Goods
Experience
Baker Hughes  July 2013 - Present
Mercer Investments   October 2012 - June 2013
American Reprographics Company  June 2012 - August 2012
Dillard University Enactus (Students In Free Enterprise)   August 2010 - March 2012

Skills
Leadership, Management, Strategic Planning, Product Development, Marketing Strategy, Marketing, Sales Management, Team Building, Sales, Retail, New Business Development, Negotiation, Human Resources, Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Employee Relations, Outlook, Customer Service

Education
Dillard University   2008 — 2011
Bachelor of Arts (B.A.), Business Management

Alexandra Sollers Alexandra Sollers Greater Boston Area Details
Alexandra Sollers's Mercer Investments Experience April 2014 - Present
Job Investment Consulting Analyst at Mercer Investments
Industry International Affairs
Experience
Mercer Investments   April 2014 - Present
UniversityTutor.com  September 2011 - September 2014
BNY Mellon  October 2012 - April 2014
Commonwealth of Massachusetts  May 2011 - September 2011
Dow Jones  February 2011 - May 2011
Finance & Economics Internship Program   January 2011 - May 2011
European American Chamber of Commerce  May 2010 - August 2010

Skills
Microsoft Office, Italian, Perform (Investor Tools), Smart (Investor Tools), Bloomberg Terminal, SEI (PCOMM), The Yieldbook, SQL

Education
Boston University   2008 — 2012
Bachelor of Arts, Economics

Shehzad Sayal Shehzad Sayal Greater Chicago Area Details
Shehzad Sayal's Mercer Investments Experience March 2012 - June 2014
Job Vice President Finance at Ummah Labs
Industry Information Technology and Services
Experience
Ummah Labs   April 2015 - Present
Vault Mobile Unlocks   September 2014 - Present
Mercer Investments   March 2012 - June 2014
JPMorgan Chase  January 2011 - March 2012
Merrill Lynch  April 2010 - June 2010

Skills
Derivatives, Investments, Corporate Finance, Asset Managment, Fixed Income, Valuation, Financial Analysis, Equities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling

Education
DePaul University   2009 — 2012
Bachelor of Science, Finance

Jim Guilfoyle, CIPM Jim Guilfoyle, CIPM Chicago, Illinois Details
Jim Guilfoyle, CIPM's Mercer Investments Experience November 1994 - Present
Job Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   November 1994 - Present

Skills
Microsoft Office, Asset Management, Risk Management, Alternative Investments, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg

Education
DePaul University   1986 — 1989
Bachelor of Commerce (B.Com.), Finance, General

Quigley South College Prep   1982 — 1985

David Erhardt, CAIA David Erhardt, CAIA Saint Louis, Missouri Details
David Erhardt, CAIA's Mercer Investments Experience March 2014 - Present
Job Hedge Fund Research, Mercer Investments
Industry Financial Services
Experience
Mercer Investments   March 2014 - Present
TRADE LIFTS LLC   January 2013 - March 2014
Vine Street Trading LLC   November 2010 - December 2012
Marquette Partners  June 2007 - June 2010

Skills
Financial Markets, Investments, Hedge Funds, Due Diligence, Alternative Investments, Proprietary Trading, Market Analysis, Fund Of Funds, Consulting, Investment Advisory, Long/Short Equity, Equities, Bloomberg, Data Analysis, Fixed Income, Trading Strategies, Market Research, Asset Allocation, Equity Research, Global Macro, Equity Derivatives, Futures Trading, Hedging, Securities, Arbitrage, Investment Strategies, Equity Valuation, FX trading, Managed Futures, Derivatives, Commodity Markets

Education
DePaul University   2006 — 2009
Bachelor of Science (BS), Finance, General

Indiana University Bloomington   2005 — 2006

Matthew Hagbom, CFA Matthew Hagbom, CFA Greater New York City Area Details
Matthew Hagbom, CFA's Mercer Investments Experience April 2015 - Present
Job Principal at Mercer Investments
Industry Investment Management
Experience
Mercer - Investments  April 2015 - Present
Mercer Investment Consulting  May 2006 - Present
AllianceBernstein  May 2004 - May 2006

Education
Michigan State University   2000 — 2003
Finance

Daniel Dubois Daniel Dubois Boston, Massachusetts Details
Daniel Dubois's Mercer Investments Experience February 2014 - Present
Job Associate at Mercer Investment Management
Industry Investment Management
Experience
Mercer Investments   February 2014 - Present
Mercer Investments   December 2012 - February 2014
Brown Brothers Harriman  October 2011 - December 2012
Brown Brothers Harriman  May 2010 - October 2011

Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Alternative Investments, Equities, Corporate Actions, Financial Analysis, Swaps, Investment Management, Derivatives, Bloomberg Terminal, Valuation, Asset Allocation, Fund Administration, Financial Modeling, Pooled Fund Structures, Account Management, Securities, Equity Research

Education
Rhode Island College   2006 — 2010
BA/BS, Finance & Economics

Lasalle Academy   2002 — 2006
College Prep

Jesse Nisselson Jesse Nisselson Greater New York City Area Details
Jesse Nisselson's Mercer Investments Experience July 2013 - Present
Job Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   July 2013 - Present
Marsh & McLennan Agency  January 2011 - June 2013
Marsh & McLennan  June 2010 - December 2011
Marsh & McLennan  June 2009 - August 2009
Orion Consultants  July 2004 - April 2008

Skills
Financial Modeling, Deal Execution, Due Diligence, Corporate Development, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Corporate Finance, Strategy, Leadership, Fixed Income, Private Equity, Investments, Competitive Analysis, Management, Capital Markets

Education
University of Virginia Darden School of Business   2008 — 2010
MBA, Finance

Dartmouth College   2000 — 2004
B.A., History, Government

Judie Jean-Baptiste Judie Jean-Baptiste Greater Boston Area Details
Judie Jean-Baptiste's Mercer Investments Experience 2011 - Present
Job Executive Assistant at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investments   2011 - Present
State Street Bank  January 2007 - December 2010

Education
Berklee College of Music
Bachelors, Music Business Management, Voice Minor

Marianne Bates Marianne Bates Chicago, Illinois Details
Marianne Bates's Mercer Investments Experience June 2014 - Present
Job Sr Manager Research Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments   June 2014 - Present
Mercer Investments   May 2013 - August 2013
University of Wisconsin-Madison  August 2012 - May 2013
Citigroup  June 2012 - 2012
Magnetar Capital  June 2011 - August 2011
Collegiate Entrepreneurs Organization  January 2011 - May 2011
Neuberger Berman Fixed Income LLC   June 2010 - May 2011
Delta Sigma Pi - Psi Chapter   May 2010 - December 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Bloomberg, Public Speaking, Market Research, Analysis, Access, Data Analysis, Economics, Finance, Management, Project Management, Training, Grading, Leadership, Feedback Management, Outstanding..., Positive Can-do Attitude, Dependable Team Player, Superior Work Ethic, Teamwork

Education
University of Wisconsin-Madison - School of Business   2009 — 2013
BBA, International Business and Management and Human Resources

ESCP Europe   2012 — 2012

Von Steuben Metropolitan Science Center

Felicia Ewell Felicia Ewell Greater Atlanta Area Details
Felicia Ewell's Mercer Investments Experience October 1987 - Present
Job Analyst at Mercer Human Resource Consulting
Industry Human Resources
Experience
Mercer Investments   October 1987 - Present

Education
New England College of Business and Finance   2012 — 2014
Finance, General

Ryan Fletcher Ryan Fletcher Greater Chicago Area Details
Ryan Fletcher's Mercer Investments Experience October 2011 - March 2013
Job Associate at Mercer Investment Consulting | MBA Candidate at Chicago Booth School of Business
Industry Financial Services
Experience
Mercer Investment Consulting  April 2013 - Present
Mercer Investments   October 2011 - March 2013
GrubHub.com  August 2011 - September 2011
Heartland Investments Associates   May 2009 - August 2009

Skills
Blogging, Data Analysis, Analysis, SPSS, Microsoft Excel, Statistics, Economics, Research, Public Speaking

Education
The University of Chicago - Booth School of Business   2013 — 2016
Master of Business Administration (MBA)

Grinnell College   2007 — 2011
Bachelor of Arts, Economics with Honors

Danish Institute of Study Abroad   2010 — 2010
European Business Strategy

Matt Geels Matt Geels Greater St. Louis Area Details
Matt Geels's Mercer Investments Experience April 2010 - Present
Job Associate at Mercer Management Consulting
Industry Management Consulting
Experience
Mercer Investments   April 2010 - Present
Summit Wealth Strategies, LLC   May 2006 - March 2010

Skills
Asset Allocation, Financial Modeling, Asset Management, Alternative Investments, Due Diligence, Portfolio Management, Investments, Strategic Planning, Business Development, Securities, Financial Analysis, Risk Management, Venture Capital

Education
Indiana University Bloomington   1997 — 2001
Bachelors Degree, Biology

Rebecca Flint Rebecca Flint Boston, Massachusetts Details
Rebecca Flint's Mercer Investments Experience January 2007 - Present
Job Pension Analyst at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer Investments   January 2007 - Present

Education
Montclair State University
Bachelor of Science (BS), Mathematics

Heidi Blalock Heidi Blalock Miramar Beach, Florida Details
Heidi Blalock's Mercer Investments Experience April 2001 - March 2005
Job CEO at Emerald Coast Autism Center
Industry Nonprofit Organization Management
Experience
Emerald Coast Autism Center  June 2009 - Present
Mercer Investments   April 2001 - March 2005
Sara Lee  April 1999 - April 2001

Skills
Chartered Financial...

Education
Northwestern University - Kellogg School of Management   1998 — 1999
Master of Business Administration (MBA), Finance, General

Duke University   1989 — 1993
Bachelor of Arts (BA), Economics

Santo Costabile Santo Costabile Bartlett, Illinois Details
Santo Costabile's Mercer Investments Experience 1998 - 2002
Job President, AC Transmission, Inc.
Industry Automotive
Experience
AC Transmission, Inc.   2004 - Present
Southwest Securities  2002 - 2003
Mercer Investments   1998 - 2002

Skills
Investment Banking, Investments, PowerPoint, Credit, Microsoft Word, Strategic Planning, Marketing Strategy, Budgets, New Business Development, Customer Service, Sales, Capital Markets, Equities, Vehicles, Automotive, Microsoft Excel

Education
Marquette University   1994 — 1998
Bachelor's degree, Finance, Management

Chris Abraham Chris Abraham Chicago, Illinois Details
Chris Abraham's Mercer Investments Experience 2003 - 2004
Job Chief Investment Officer at CVA Investment Management, LLC
Industry Investment Management
Experience
Ariel Investments  2012 - 2012
NWQ Investment Management Company, LLC   2007 - 2011
Andersen Tax  2005 - 2007
Intel Corporation  2004 - 2004
Mercer - Investments  2003 - 2004

Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Equity Research, Finance, Asset Management

Education
The University of Chicago - Booth School of Business
MBA

University of California, Los Angeles

Tessa Shakon Tessa Shakon Chicago, Illinois Details
Tessa Shakon's Mercer Investments Experience June 2014 - June 2015
Job
Industry Higher Education
Experience
RBC Global Asset Management (U.S.) Inc.   July 2015 - Present
Mercer Investments   June 2014 - June 2015
Mercer  May 2013 - August 2013
UBS Global Asset Management  June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Education
Northwestern University   2011 — 2013
Bachelor of Arts (BA)

Beijing Foreign Studies University   2012 — 2012

United States Military Academy at West Point   2010 — 2011
Bachelor of Arts (BA)

Shawn Haggerty Shawn Haggerty Blackstone, Massachusetts Details
Shawn Haggerty's Mercer Investments Experience January 2001 - Present
Job Client Analyst at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   January 2001 - Present
Evergreen Center  July 1997 - Present

Education
Framingham State College   1991 — 1996
Bachelor of Arts (BA), Sociology

Paul Hahesy Paul Hahesy Boston, Massachusetts Details
Paul Hahesy's Mercer Investments Experience November 2012 - August 2014
Job Regulatory Compliance Professional
Industry Investment Management
Experience
Arrowstreet Capital  August 2014 - Present
Mercer Investments   November 2012 - August 2014
KPMG  July 2011 - November 2012
Foreside Financial Group, LLC  May 2005 - March 2011

Skills
Compliance, Securities Regulation, Financial Regulation, Writing, Editorial, Investment Advisor..., Mutual Funds, Hedge Funds, ETFs, SEC filings, Broker-Dealer, FINRA, CFTC, AML, Consulting

Education
University of Maine School of Law   1996 — 1999
Doctor of Law (JD)

Bates College   1990 — 1994
Bachelor of Arts (BA), Psychology

Janetta Beamon Janetta Beamon Milwaukee, Wisconsin Details
Janetta Beamon's Mercer Investments Experience June 2013 - Present
Job
Industry Financial Services
Experience
Mercer Investments   June 2013 - Present
Patient Care: Health Care Advocacy  August 2011 - February 2013
Health EOS by Multiplan   July 2007 - May 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Herzing University-Brookfield   2013 — 2016
Still in School, Health Insurance and Billing

MRA Management Certificate   2008 — 2008
Certificate of completion, Business Administration and Management, General

Wilson S. Berglund, Jr. CFA Wilson S. Berglund, Jr. CFA Norwell, Massachusetts Details
Wilson S. Berglund, Jr. CFA's Mercer Investments Experience December 2008 - November 2013
Job Investment Management Professional
Industry Investment Management
Experience
PanAgora Asset Management  February 2014 - Present
Mercer Investments   December 2008 - November 2013
Putnam Investments  May 2000 - December 2008
Prime, Buchholz & Associates   October 1998 - May 2000

Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development

Education
Colby College   1989 — 1993
Bachelor of Arts (BA), Economics

Denise Roux Denise Roux Trabuco Canyon, California Details
Denise Roux's Mercer Investments Experience September 2012 - Present
Job Clinical Consultant at Mercer Investments
Industry Investment Management
Experience
Mercer Investments   September 2012 - Present
Healthways  July 2002 - August 2012
Matria Healthcare  January 1997 - January 2001
Overlake Hospital  January 1992 - January 1997

Skills
Healthcare, Process Improvement, Clinical Research, Hospitals, Nursing, Clinical Operations, Strategic Planning, Healthcare Management

Education
Chapman University
Bachelor's Degree Health Science

Pat Hutchins Pat Hutchins Stuart, Iowa Details
Pat Hutchins's Mercer Investments Experience September 2012 - Present
Job Association, Production Manager at Mercer Consumer
Industry Investment Management
Experience
Mercer Investments   September 2012 - Present
Mercer  September 1993 - May 2012
Marsh & McLennan Companies, Inc.   1993 - 2012
The Printer, Inc.   1985 - 1994

Skills
Risk Management, Investments, Graphics, Direct Marketing, Insurance, New Business Development, Process Improvement, Offset Printing

Education
AIB College of Business   1984 — 1986
Accounting and Finance

Dexfield High School   1968 — 1971

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