Meridian Asset Management
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Meridian Asset Management Employees
CTRL LA September 2014 - Present
CTRL LA Collective September 2014 - Present
Perfect Pitch March 2014 - May 2014
LA Hacks January 2014 - April 2014
Verify Investor, LLC July 2013 - March 2014
HackTECH October 2013 - January 2014
Meridian Asset Management August 2013 - September 2013
UCLA January 2013 - July 2013
Century Park Capital Partners February 2013 - June 2013
Skills
Start-ups, Financial Modeling, Matlab, Business Development, Entrepreneurship, Photoshop, Marketing, Microsoft Excel, UI/UX Design, Objective-C, Strategy, C++, Swift, Product Design, iOS Development, Microsoft Office, PowerPoint, Research, Social Media
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (BS), Mathematics and Economics
UCSB 2010 — 2012
National Penn Investors Trust Co. 2010 - Present
Harleysville National Bank 2002 - 2010
PNC Investments 1999 - 2002
Meridian Asset Management 1993 - 1999
Warren W. York Company 1984 - 1993
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Credit, Commercial Lending, Loans, Finance, Banking, Credit Analysis, Financial Services, Risk Management, Small Business Lending, Management, Commercial Banking
Education
Moravian College
Personal Financial Planning Certificate
Bloomsburg University of Pennsylvania
B.S. Business Management
Lehigh Carbon Community College
Associate's degree, Business Administration and Management, General
Wilmington Trust Investment Advisors, Inc. April 2011 - Present
PNC Capital Advisors, LLC November 1993 - April 2011
Meridian Asset Management August 1988 - November 1993
Legg Mason Wood Walker, Inc. November 1986 - August 1988
E. F. Hutton & Co., Inc. November 1984 - November 1986
Skills
Municipal Fixed Income, Municipal Bond..., Municipal Bond Strategy, Fixed Income..., Municipal Fixed Income..., Fixed Income Research, Fixed Income Strategy, Separately Managed..., Public Speaking, Bonds, Fixed Income, Investments, Portfolio Management, Bloomberg, Management, Leadership, Asset Management, Capital Markets, Fixed Income Analysis, Investment Management, Investment Strategies, Municipalities, Strategy, Trading, Valuation, Hedge Funds, Alternative Investments, Fixed Income Strategies, Financial Modeling, Mutual Funds, Financial Analysis, Investment Banking, Risk Management, Financial Services, Asset Allocation, Securities
Education
Lehigh University 1991 — 1993
MBA, Finance
Millersville University of Pennsylvania 1977 — 1982
BA, Economics
Conestoga Valley High School 1973 — 1976
Diploma
Hartford Funds June 2012 - Present
BlackRock 2005 - 2012
BlackRock April 2001 - May 2005
BlackRock September 1998 - April 2001
CoreStates Investment Advisors June 1996 - August 1998
Meridian Asset Management February 1993 - June 1996
Skills
Portfolio Management, Performance Attribution, Risk Measurement, Fixed Income Trading, Fixed Income Products, Fixed Income, Model Portfolios, Mutual Funds, Fixed Income Research, Liquidity, Analysis, Financial Markets, Securities, Risk Management, Finance, Hedge Funds, Money Market, Funding, Asset Allocation, Strategy, Investment Management, Trading, Financial Risk, Mergers & Acquisitions, Capital Markets, Bloomberg, Economics, Options, Institutional..., Investments, Equity Research, Asset Management, Fixed Income Analysis, Financial Services, Credit, Bonds, Alternative Investments, ETFs, Derivatives, Structured Products, Trading Systems, Series 63, Investment Strategies
Education
Saint Joseph's University 2012 — 2013
Master of Business Administration (MBA)
York College of Pennsylvania 1980 — 1984
BS, Marketing
Turner Investments, L.P. March 1995 - Present
Turner Investment Partners March 1995 - Present
Delaware Investments, a member of the Macquarie Group March 1994 - March 1995
Foley Mufson & Howe March 1993 - March 1994
Meridian Asset Management April 1988 - March 1993
Provident National Bank April 1985 - April 1988
Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies
Education
Wharton School, University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude
Capital One Investing June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard August 2000 - May 2014
Towers Perrin August 1995 - July 2000
Meridian Asset Management April 1994 - August 1995
Coopers & Lybrand July 1989 - April 1994
Skills
Financial Services, Relationship Management, Investments, Mutual Funds, Customer Service, Process Improvement, Management, Analysis, Project Management, Microsoft Office, Business Analysis
Education
Penn State University 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
PNC Delaware Trust Company September 2009 - Present
PNC Wealth Management May 1995 - September 2009
Meridian Asset Management January 1994 - April 1995
Wilmington Trust Company August 1978 - December 1993
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Investment Management, High Net Worth..., Trust Services, Private Banking, Asset Management, Securities, Investments, Wealth, Retirement Planning, Mutual Funds
Education
Hobart and William Smith Colleges 1975 — 1978
BA, Politcal Science
Wells Fargo Advisors January 2010 - Present
Wachovia Securities January 2006 - December 2009
First Union National Bank February 2001 - December 2005
First Union National Bank April 1998 - February 2001
CoreStates Bank January 1996 - April 1998
Meridian Asset Management January 1990 - December 1995
Meridian Bank July 1982 - January 1990
Skills
Banking, Process Improvement, Asset Managment, Investments, Mutual Funds, Financial Services, Strategy, Leadership, Management, Credit, Business Development, Cash Management, Analysis, Finance, New Business Development, Business Process, Executive Management, Training, Risk Management, Securities, Relationship Management, Asset Management
Education
Dickinson College 1977 — 1981
Bachelor of Arts (BA), anthropology, biology
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
Ascensus July 2010 - Present
Self Employed January 2010 - July 2010
Wachovia December 1998 - January 2010
CORESTATES ASSET MANAGEMENT January 1996 - December 1998
Meridian Asset Management January 1994 - January 1996
Meridian Asset Management January 1991 - January 1994
Meridian Asset Management January 1985 - January 1991
American Bank & Trust Company of PA October 1982 - June 1985
American Bank & Trust Company of Pa. July 1982 - October 1982
American Bank & Trust Company of Pa June 1981 - July 1982
Skills
401k, Retirement, Process Improvement, Training, Trading, Mutual Funds, Investments, Asset Management, Financial Services, Relationship Management, Microsoft Word, Defined Contribution, Vendor Management, Investment Strategies, Series 24, Finance, Asset Managment, Employee Benefits, Loans, Equities, Mergers & Acquisitions, Hedge Funds, Fixed Annuities, Retirement Planning, Alternative Investments, FINRA, Management, Asset Allocation, Project Management, Pensions, Investment Management, Change Management
Education
Central Atlantic School of Trust – Bucknell University 1993 — 1996
Trust School
Business 1981 — 1985
Business
Kennedy Western University
BS, Business Administration* See note
SEI March 2013 - Present
SEI July 2007 - March 2013
SEI September 2000 - July 2007
SEI April 1997 - September 2000
Meridian Asset Management April 1994 - April 1997
Skills
Process Engineering, Customer Relations, Process Improvement, Team Building, Executive Coaching, Coaching, Team Coordination, Organizational Diagnosis, Organizational..., Organizational Behavior, Mentoring, Analysis, Change Management, Organizational Dynamics
Education
University of Pennsylvania 2010 — 2013
Masters, Organizational Dynamics
Albright College 1995 — 2001
Bachelors, Business Administration/Finance
Guardian Life Insurance Company of America July 2008 - April 2010
CIGNA Group Life Insurance July 2000 - July 2008
CIGNA Group Life Insurance April 1997 - July 2000
Meridian Asset Management January 1995 - January 1997
Education
Bloomsburg University of Pennsylvania 1989 — 1993
BA, Pyschology