Mercer Investments
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Mercer Investments Employees
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
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
Mercer - Investments February 2015 - Present
Gray & Company Global Investment Solutions April 2008 - February 2015
Education
California State University-Northridge
BA, Communication Studies
Mercer Investments September 2006 - Present
Evaluation Associates September 2006 - June 2010
Education
Stone Academy-Hamden
Diploma, Accounting
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
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
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
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
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
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
Mercer Investments May 1981 - Present
Education
Laval University
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
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
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
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
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
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
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
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
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
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
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
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
Mercer Investments January 2009 - Present
Skills
Investments
Education
The University of Georgia 2002 — 2006
Marist School 1998 — 2002
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 ·
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
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
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
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
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
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
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
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
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+)
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
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
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
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
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
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
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
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
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
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.
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
Mercer Investments January 2001 - Present
Education
Kansas State University 1996 — 2000
BS, BA, Finance, Spanish
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
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
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
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
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.)
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
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
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®)
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
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
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
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
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
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
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
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
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
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
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
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
Mercer - Investments April 2013 - Present
Mercer - Investments April 2011 - March 2013
Mercer - Investments June 2007 - March 2011
Education
Lake Forest College 2003 — 2007
Economics
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
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
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
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
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
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
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
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
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
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
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
Mercer Investments June 2011 - Present
Evaluation Associates December 1995 - June 2011
Education
Southern Connecticut State University 1992 — 1996
BS, Accounting
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
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
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
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
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
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
Mercer - Investments April 2015 - Present
Mercer Investment Consulting May 2006 - Present
AllianceBernstein May 2004 - May 2006
Education
Michigan State University 2000 — 2003
Finance
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
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
Mercer Investments 2011 - Present
State Street Bank January 2007 - December 2010
Education
Berklee College of Music
Bachelors, Music Business Management, Voice Minor
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
Mercer Investments October 1987 - Present
Education
New England College of Business and Finance 2012 — 2014
Finance, General
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
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
Mercer Investments January 2007 - Present
Education
Montclair State University
Bachelor of Science (BS), Mathematics
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
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
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
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)
Mercer Investments January 2001 - Present
Evergreen Center July 1997 - Present
Education
Framingham State College 1991 — 1996
Bachelor of Arts (BA), Sociology
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
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
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
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
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