Munder Capital Management
Industry: Capital market company
DescriptionHeadquarters: Birmingham, MI Founded: 1985 Parent organization: Victory Capital Holdings
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Munder Capital Management Employees
Employee
Years
Job
Industry
Michael Tiano Michael Tiano's Munder Capital Management Experience March 2010 - February 2012
Job Business Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2013 - Present
Johnson Controls February 2012 - September 2013
Munder Capital Management March 2010 - February 2012
Michigan State University August 2007 - January 2009
Jackson County Fair August 2004 - August 2008
Wightman Environmental, Inc. June 2008 - July 2008
Western Michigan University May 2008 - July 2008
Michigan State University September 2006 - December 2006
Jet's Pizza June 2004 - May 2005
Skills
Microsoft Excel, Program Management, Analysis, Financial Analysis, Design Thinking, Portfolio Management, Financial Modeling, Innovation Management, PowerPoint, Workshop Facilitation, Value Creation, Investments, Trading, Risk Management, Finance, Economics, SAS, Equities, Essbase, Fixed Income, Microstrategy, Forecasting, Microsoft Office, Management, SAP SRM, Bloomberg Terminal, Data Analysis, Analytics, Research, Process Improvement
Education
Michigan State University 2005 — 2009
BS, Physics, Astronomy and Astrophysics, Geophysics
Liberty Mutual Insurance September 2013 - Present
Johnson Controls February 2012 - September 2013
Munder Capital Management March 2010 - February 2012
Michigan State University August 2007 - January 2009
Jackson County Fair August 2004 - August 2008
Wightman Environmental, Inc. June 2008 - July 2008
Western Michigan University May 2008 - July 2008
Michigan State University September 2006 - December 2006
Jet's Pizza June 2004 - May 2005
Skills
Microsoft Excel, Program Management, Analysis, Financial Analysis, Design Thinking, Portfolio Management, Financial Modeling, Innovation Management, PowerPoint, Workshop Facilitation, Value Creation, Investments, Trading, Risk Management, Finance, Economics, SAS, Equities, Essbase, Fixed Income, Microstrategy, Forecasting, Microsoft Office, Management, SAP SRM, Bloomberg Terminal, Data Analysis, Analytics, Research, Process Improvement
Education
Michigan State University 2005 — 2009
BS, Physics, Astronomy and Astrophysics, Geophysics
Marissa La Valley Marissa La Valley's Munder Capital Management Experience May 2008 - August 2008
Job Graphic Design Student
Industry Design
Experience
Troy Medical P.C. January 2005 - May 2013
Munder Capital Management May 2008 - August 2008
Skills
Adobe Creative Suite, PowerPoint, Microsoft Office, Microsoft Excel, InDesign, Microsoft Word, Illustrator, Photoshop, Photography, Graphic Design, Advertising, Logo Design, Outlook, Web Design, Marketing, Recruiting
Education
Wayne State University 2013 — 2016
Bachelor's Degree, Graphic Design; Business Minor, Junior
Macomb Community College 2013 — 2013
Associate’s Degree, Art/Art Studies, General, Graduated Summa Cum Laude
Grosse Pointe North 2002 — 2007
High School Diploma
Troy Medical P.C. January 2005 - May 2013
Munder Capital Management May 2008 - August 2008
Skills
Adobe Creative Suite, PowerPoint, Microsoft Office, Microsoft Excel, InDesign, Microsoft Word, Illustrator, Photoshop, Photography, Graphic Design, Advertising, Logo Design, Outlook, Web Design, Marketing, Recruiting
Education
Wayne State University 2013 — 2016
Bachelor's Degree, Graphic Design; Business Minor, Junior
Macomb Community College 2013 — 2013
Associate’s Degree, Art/Art Studies, General, Graduated Summa Cum Laude
Grosse Pointe North 2002 — 2007
High School Diploma
Tom Wald, CFA Tom Wald, CFA's Munder Capital Management Experience January 2005 - October 2008
Job Chief Investment Officer at Transamerica Individual Savings & Retirement
Industry Investment Management
Experience
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
John Kreiter, CFA John Kreiter, CFA's Munder Capital Management Experience March 2006 - March 2012
Job Senior Investment Officer at Wyoming Retirement System
Industry Investment Management
Experience
Munder Capital Management March 2006 - March 2012
Munder Capital Management May 2001 - December 2007
Munder Capital Management July 1995 - May 2001
Comerica Bank May 1989 - November 1994
Skills
Mutual Funds, Portfolio Management, Investments, Equity Research, Valuation, M&A experience, Financial Modeling, Equities, Due Diligence, Asset Management, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Business Strategy, ETFs, Hedge Funds, Investment Management, Mergers, Securities
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Northwood University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Munder Capital Management March 2006 - March 2012
Munder Capital Management May 2001 - December 2007
Munder Capital Management July 1995 - May 2001
Comerica Bank May 1989 - November 1994
Skills
Mutual Funds, Portfolio Management, Investments, Equity Research, Valuation, M&A experience, Financial Modeling, Equities, Due Diligence, Asset Management, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Business Strategy, ETFs, Hedge Funds, Investment Management, Mergers, Securities
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Northwood University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Holly McDonald Holly McDonald's Munder Capital Management Experience January 2007 - January 2015
Job Senior Mutual Fund Operations Analyst at Munder Capital Management
Industry Financial Services
Experience
PESG March 2015 - Present
Munder Capital Management January 2007 - January 2015
Munder Capital Management January 2005 - December 2006
Munder Capital Management January 2002 - December 2004
Munder Capital Management March 2000 - December 2001
Olde Discount Corp April 1997 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Mutual Funds, Policy, Team Building, Trading, ETFs, Fixed Income, Equities, Securities
Education
Eastern Michigan University 1993 — 1997
Bachelor of Science (BS), Mathematics and Computer Science
PESG March 2015 - Present
Munder Capital Management January 2007 - January 2015
Munder Capital Management January 2005 - December 2006
Munder Capital Management January 2002 - December 2004
Munder Capital Management March 2000 - December 2001
Olde Discount Corp April 1997 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Mutual Funds, Policy, Team Building, Trading, ETFs, Fixed Income, Equities, Securities
Education
Eastern Michigan University 1993 — 1997
Bachelor of Science (BS), Mathematics and Computer Science
Loryn J. Mischke Loryn J. Mischke's Munder Capital Management Experience June 1987 - July 1991
Job Senior Manager of Investment Operations at The University of Chicago, Office of Investments
Industry Investment Management
Experience
The University of Chicago, Office of Investments July 2013 - Present
The University of Chicago, Office of Investments February 2010 - June 2013
Fiduciary Management Associates September 2006 - February 2010
Institutional Capital October 1999 - August 2006
Security Capital February 1998 - October 1999
Mesirow Financial July 1991 - February 1998
Munder Capital Management June 1987 - July 1991
Skills
Equities, Asset Allocation, Investments, Portfolio Management, Asset Managment, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
DePaul University 2001 — 2003
BA
The University of Chicago, Office of Investments July 2013 - Present
The University of Chicago, Office of Investments February 2010 - June 2013
Fiduciary Management Associates September 2006 - February 2010
Institutional Capital October 1999 - August 2006
Security Capital February 1998 - October 1999
Mesirow Financial July 1991 - February 1998
Munder Capital Management June 1987 - July 1991
Skills
Equities, Asset Allocation, Investments, Portfolio Management, Asset Managment, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
DePaul University 2001 — 2003
BA
Ralph Allen, CIMA®, MBA's Munder Capital Management Experience April 1999 - January 2002
Job Managing Principal, HawkPeak® Financial Group
Industry Financial Services
Experience
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
HawkPeak® Financial Group September 2009 - Present
NAVCAP August 2009 - January 2013
Merrill Lynch April 2005 - August 2009
Pioneer Investments April 2003 - February 2005
AXA Equitable January 2002 - April 2003
Munder Capital Management April 1999 - January 2002
AXA Equitable October 1996 - April 1999
Jackson National Life 1992 - 1996
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Marketing, Project Management, New Business Development, Small Business, Negotiation, Series 7, Series 63, Series 6, Series 24, Series 79, Tactical Asset..., Entrepreneurship, Business Strategy, Wholesale Operations, Distribution Strategies, Business Planning, Business Intelligence, Business Development, Business Process, Marketing Strategy, ETFs, Mutual Funds, Fixed Annuities, Variable Annuities, Hedge Funds, Alternative Investments, Closed-end Funds, Unit Investment Trusts, Separately Managed..., Managed Beta, Investment Advisory, Investment Management, Certified Investment..., Investment Strategies, Fixed Income, Global Investment..., Sales Management, Sales Operations, Thought Leadership, Intellectual Property, Venture Capital, Joint Ventures, Venture Financing, New Venture Development, Start-up Ventures
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Master of Business Administration (MBA), Ross School of Business
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA® - Certified Investment Manager Analyst, Investments and Securities
Western Michigan University - Haworth College of Business 1984 — 1987
Bachelor of Science (B.S.), Business/Managerial Economics
Albion College 1982 — 1984
Associate's degree, Business/Managerial Economics
Sandra Fontaine Sandra Fontaine's Munder Capital Management Experience December 1994 - July 2010
Job Office Manager at Centaurus Financial, Inc
Industry Financial Services
Experience
Centaurus Financial, Inc January 2011 - Present
Munder Capital Management December 1994 - July 2010
Woodbridge Capital Management January 1992 - December 1994
Manufacturers Bank March 1989 - January 1992
Louis G. Redstone Architects 1985 - 1989
Skills
Microsoft Excel, Outlook, Microsoft Word, Policy, PowerPoint, Customer Service, Problem Resolution, Vendor Relationships, Identifying Client Needs, Portfolio Management, Coaching, Performance Management, Accounting, Banking, Investments, Finance, Teamwork
Education
Schoolcraft College
Associate's degree
Centaurus Financial, Inc January 2011 - Present
Munder Capital Management December 1994 - July 2010
Woodbridge Capital Management January 1992 - December 1994
Manufacturers Bank March 1989 - January 1992
Louis G. Redstone Architects 1985 - 1989
Skills
Microsoft Excel, Outlook, Microsoft Word, Policy, PowerPoint, Customer Service, Problem Resolution, Vendor Relationships, Identifying Client Needs, Portfolio Management, Coaching, Performance Management, Accounting, Banking, Investments, Finance, Teamwork
Education
Schoolcraft College
Associate's degree
Hunter Hughes Hunter Hughes's Munder Capital Management Experience June 2012 - August 2012
Job Model Maker at Robert A.M. Stern Architects
Industry
Experience
Knotty Boy Knots August 2007 - Present
Robert A.M. Stern Architects June 2014 - June 2015
Antunovich Associates June 2013 - August 2013
Munder Capital Management June 2012 - August 2012
Grosse Pointe Club May 2011 - August 2011
Grosse Pointe Club June 2010 - August 2010
John Williams Boat Company July 2009 - September 2009
Islesford Boat Works July 2009 - September 2009
Islesford Boat Works July 2008 - July 2008
Skills
PowerPoint, Microsoft Word, Photoshop, Teamwork, Customer Service, Public Speaking, Research, Microsoft Excel, Microsoft Office, Social Media, Final Cut Pro, SketchUp, Photography, Illustrator, InDesign, Sports
Education
Yale School of Architecture 2015 — 2018
Master of Architecture (M.Arch.)
Denison University 2010 — 2014
Bachelor of Arts (BA), Fine and Studio Arts
Knotty Boy Knots August 2007 - Present
Robert A.M. Stern Architects June 2014 - June 2015
Antunovich Associates June 2013 - August 2013
Munder Capital Management June 2012 - August 2012
Grosse Pointe Club May 2011 - August 2011
Grosse Pointe Club June 2010 - August 2010
John Williams Boat Company July 2009 - September 2009
Islesford Boat Works July 2009 - September 2009
Islesford Boat Works July 2008 - July 2008
Skills
PowerPoint, Microsoft Word, Photoshop, Teamwork, Customer Service, Public Speaking, Research, Microsoft Excel, Microsoft Office, Social Media, Final Cut Pro, SketchUp, Photography, Illustrator, InDesign, Sports
Education
Yale School of Architecture 2015 — 2018
Master of Architecture (M.Arch.)
Denison University 2010 — 2014
Bachelor of Arts (BA), Fine and Studio Arts
Christy Jordan's Munder Capital Management Experience 1997 - 1999
Job Senior Vice President, Investments Sheaff Brock Investment Advisors
Industry Investment Management
Experience
Sheaff Brock Investment Advisors September 2010 - Present
Sheaff Brock Investment Advisors September 2010 - Present
Paine Webber 1999 - 2000
Munder Capital Management 1997 - 1999
Duff & Phelps Investment Management Co. December 1993 - April 1997
Education
Purdue University
Sheaff Brock Investment Advisors September 2010 - Present
Sheaff Brock Investment Advisors September 2010 - Present
Paine Webber 1999 - 2000
Munder Capital Management 1997 - 1999
Duff & Phelps Investment Management Co. December 1993 - April 1997
Education
Purdue University
Brandon Pilzner Brandon Pilzner's Munder Capital Management Experience September 2010 - January 2011
Job Senior Financial Analyst, New Business Creation at Whirlpool Corporation
Industry Financial Services
Experience
Whirlpool Corporation August 2015 - Present
Whirlpool Corporation May 2014 - Present
Michigan State University August 2013 - May 2014
Whirlpool Corporation May 2013 - August 2013
Benzinga March 2011 - August 2012
Munder Capital Management September 2010 - January 2011
P.A. Products, Inc. January 2010 - September 2010
Merrill Lynch May 2008 - August 2008
Skills
Equity Valuation, Microsoft Office, Bloomberg Terminal, FactSet, Financial Modeling, Financial Forecasting, Market Research, Stock Market, Statistical Modeling, Model Portfolios, Financial Analysis, Finance, Data Analysis, Analysis, Bloomberg, Business Development, Capital Markets, Corporate Finance, Economics, Equities, Equity Research, Investments, Leadership, Management, Portfolio Management, Private Equity, Start-ups, Strategic Planning, Time Management, Trading, Valuation, Venture Capital
Education
Michigan State University - The Eli Broad College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
Michigan State University 2006 — 2010
Bachelor of Arts: Finance, Additional Major in Economics
Whirlpool Corporation August 2015 - Present
Whirlpool Corporation May 2014 - Present
Michigan State University August 2013 - May 2014
Whirlpool Corporation May 2013 - August 2013
Benzinga March 2011 - August 2012
Munder Capital Management September 2010 - January 2011
P.A. Products, Inc. January 2010 - September 2010
Merrill Lynch May 2008 - August 2008
Skills
Equity Valuation, Microsoft Office, Bloomberg Terminal, FactSet, Financial Modeling, Financial Forecasting, Market Research, Stock Market, Statistical Modeling, Model Portfolios, Financial Analysis, Finance, Data Analysis, Analysis, Bloomberg, Business Development, Capital Markets, Corporate Finance, Economics, Equities, Equity Research, Investments, Leadership, Management, Portfolio Management, Private Equity, Start-ups, Strategic Planning, Time Management, Trading, Valuation, Venture Capital
Education
Michigan State University - The Eli Broad College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
Michigan State University 2006 — 2010
Bachelor of Arts: Finance, Additional Major in Economics
Christie Bandlow Christie Bandlow's Munder Capital Management Experience September 2002 - August 2003
Job Accounting Manager at a Macomb County Insurance Agency
Industry Insurance
Experience
A local insurance agency January 2014 - Present
Werth Productions January 2007 - Present
Hershey Insurance Group August 2006 - January 2014
FANUC America Corporation April 2004 - June 2006
CGI September 2003 - April 2004
Munder Capital Management September 2002 - August 2003
Saturn Electronics & Engineering July 1999 - May 2001
Skills
Accounting, Finance, Accounts Payable, Accounts Receivable, Financial Statements, Insurance, Management, Property, Strategic Planning, Commercial Insurance
Education
Oakland University 1999 — 2003
Bachelor of Science (BS), Accounting
St. Clair High School
A local insurance agency January 2014 - Present
Werth Productions January 2007 - Present
Hershey Insurance Group August 2006 - January 2014
FANUC America Corporation April 2004 - June 2006
CGI September 2003 - April 2004
Munder Capital Management September 2002 - August 2003
Saturn Electronics & Engineering July 1999 - May 2001
Skills
Accounting, Finance, Accounts Payable, Accounts Receivable, Financial Statements, Insurance, Management, Property, Strategic Planning, Commercial Insurance
Education
Oakland University 1999 — 2003
Bachelor of Science (BS), Accounting
St. Clair High School
Sunita Advaney's Munder Capital Management Experience December 2011 - March 2014
Job Principal Global Investors, Director of SubAdvisory Business Development
Industry Financial Services
Experience
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Brian McCabe Brian McCabe's Munder Capital Management Experience May 2005 - November 2008
Job Managing Director at AUM Strategies
Industry Financial Services
Experience
AUM Strategies August 2014 - Present
Access Distribution Partners February 2013 - July 2014
Schooner Investment Group LLC February 2009 - January 2013
Munder Capital Management May 2005 - November 2008
Woodworth Financial June 2004 - May 2005
Michigan Financial Companies September 2001 - June 2004
DTE Energy November 1993 - September 2001
Ross Roy Advertising Agency 1991 - 1992
Campbell and Company 1988 - 1991
World Championship Tennis 1987 - 1988
Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning
Education
Michigan State University 1979 — 1983
James Madison College ~ International Relations
University Liggett
University Liggett
AUM Strategies August 2014 - Present
Access Distribution Partners February 2013 - July 2014
Schooner Investment Group LLC February 2009 - January 2013
Munder Capital Management May 2005 - November 2008
Woodworth Financial June 2004 - May 2005
Michigan Financial Companies September 2001 - June 2004
DTE Energy November 1993 - September 2001
Ross Roy Advertising Agency 1991 - 1992
Campbell and Company 1988 - 1991
World Championship Tennis 1987 - 1988
Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning
Education
Michigan State University 1979 — 1983
James Madison College ~ International Relations
University Liggett
University Liggett
Julie Hyde-Edwards Julie Hyde-Edwards's Munder Capital Management Experience 2003 - 2008
Job Independent Graphic Design Consultant at
Industry Design
Experience
Self Employed February 2008 - Present
Munder Capital Management 2003 - 2008
Focus: HOPE 2001 - 2003
Graphikos 1985 - 2001
Skills
Branding & Identity, Newsletters, Photoshop, Graphics, Microsoft Office, Adobe Creative Suite, Project Management, Social Media, Graphic Design, Email Marketing, InDesign, Logo Design, Advertising, Typography, Public Speaking, Strategic Planning, Brand Development, Social Media Marketing, Creative Direction, Illustrator, Art, Concept Development, Website Development, Fundraising, Copywriting, Photography, Corporate Identity, User Interface Design, Web Design, Public Relations, Microsoft Word, Brochures, Marketing Communications, Wordpress, Creative Strategy, PowerPoint, Interaction Design, Web Analytics, Customer Service, Online Marketing, Microsoft Excel, Print, Marketing Strategy, Marketing, SEO, Art Direction, Direct Mail, WordPress, Posters, Mac
Education
College for Creative Studies 1975 — 1979
Advertising Design
Walsh College
Self Employed February 2008 - Present
Munder Capital Management 2003 - 2008
Focus: HOPE 2001 - 2003
Graphikos 1985 - 2001
Skills
Branding & Identity, Newsletters, Photoshop, Graphics, Microsoft Office, Adobe Creative Suite, Project Management, Social Media, Graphic Design, Email Marketing, InDesign, Logo Design, Advertising, Typography, Public Speaking, Strategic Planning, Brand Development, Social Media Marketing, Creative Direction, Illustrator, Art, Concept Development, Website Development, Fundraising, Copywriting, Photography, Corporate Identity, User Interface Design, Web Design, Public Relations, Microsoft Word, Brochures, Marketing Communications, Wordpress, Creative Strategy, PowerPoint, Interaction Design, Web Analytics, Customer Service, Online Marketing, Microsoft Excel, Print, Marketing Strategy, Marketing, SEO, Art Direction, Direct Mail, WordPress, Posters, Mac
Education
College for Creative Studies 1975 — 1979
Advertising Design
Walsh College
Calvin Lech Calvin Lech's Munder Capital Management Experience January 2012 - October 2014
Job Investor Reporting Analyst at Quicken Loans
Industry Financial Services
Experience
Quicken Loans October 2014 - Present
Munder Capital Management January 2012 - October 2014
Skills
Financial Modeling, Portfolio Management, Microsoft Office 2007, Security Analysis, Bloomberg Terminal, Microsoft Excel, Valuation, Investments, Mutual Funds, Equities, Investment Strategies, Securities, Analysis, Bloomberg, Accounting, Asset Management, Equity Trading
Education
Michigan State University 2009 — 2011
Bachelor of Arts, Finance
Oakland University 2007 — 2009
Finance
Quicken Loans October 2014 - Present
Munder Capital Management January 2012 - October 2014
Skills
Financial Modeling, Portfolio Management, Microsoft Office 2007, Security Analysis, Bloomberg Terminal, Microsoft Excel, Valuation, Investments, Mutual Funds, Equities, Investment Strategies, Securities, Analysis, Bloomberg, Accounting, Asset Management, Equity Trading
Education
Michigan State University 2009 — 2011
Bachelor of Arts, Finance
Oakland University 2007 — 2009
Finance
Carrie Lamberti's Munder Capital Management Experience June 1999 - November 2003
Job Owner at LightHearted Greetings, LLC
Industry Retail
Experience
LightHearted Greetings, LLC September 2011 - Present
ThyssenKrupp USA July 2006 - January 2010
Munder Capital Management June 1999 - November 2003
The Wellness Plan 1992 - 1998
Skills
Photography, Business Administration, Greeting Cards, Advertising, Adobe Creative Suite, Logo Design, Sales, Entrepreneurship, Customer Service, Photos, Website Development, Social Media, Marketing, Microsoft Excel, Microsoft Word
Education
Madonna University 1984 — 1987
Criminal Justice/Police Science
Macomb Community College 1976 — 1981
Business Administration and Management, General
LightHearted Greetings, LLC September 2011 - Present
ThyssenKrupp USA July 2006 - January 2010
Munder Capital Management June 1999 - November 2003
The Wellness Plan 1992 - 1998
Skills
Photography, Business Administration, Greeting Cards, Advertising, Adobe Creative Suite, Logo Design, Sales, Entrepreneurship, Customer Service, Photos, Website Development, Social Media, Marketing, Microsoft Excel, Microsoft Word
Education
Madonna University 1984 — 1987
Criminal Justice/Police Science
Macomb Community College 1976 — 1981
Business Administration and Management, General
Brian Salerno's Munder Capital Management Experience 1996 - 2004
Job Senior PM at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank July 2005 - Present
Munder Capital Management 1996 - 2004
The Public Employees Retirement System of Ohio (PERS Ohio) 1994 - 1996
PRudential Securities 1992 - 1993
Skills
Portfolio Management, Industry Analysis, Security Analysis, Investments, Asset Management, Mutual Funds, Competitive Analysis, Asset Managment, Equity Research, Finance, Asset Allocation, Investment Strategies, Wealth Management, Equities, Securities, Investment Management, Alternative Investments, Marketing
Education
The Ohio State University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Huntington National Bank July 2005 - Present
Munder Capital Management 1996 - 2004
The Public Employees Retirement System of Ohio (PERS Ohio) 1994 - 1996
PRudential Securities 1992 - 1993
Skills
Portfolio Management, Industry Analysis, Security Analysis, Investments, Asset Management, Mutual Funds, Competitive Analysis, Asset Managment, Equity Research, Finance, Asset Allocation, Investment Strategies, Wealth Management, Equities, Securities, Investment Management, Alternative Investments, Marketing
Education
The Ohio State University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Finance
Julie R. Hollinshead, CFA Julie R. Hollinshead, CFA's Munder Capital Management Experience March 2003 - January 2011
Job Portfolio Manager at DeRoy & Devereaux Private Investment Counsel, Inc.
Industry Investment Management
Experience
DeRoy & Devereaux Private Investment Counsel, Inc. August 2013 - Present
The Kresge Foundation November 2011 - August 2013
The Kresge Foundation May 2011 - October 2011
Munder Capital Management March 2003 - January 2011
Munder Capital Management 2001 - 2003
Munder Capital Management 1996 - 2000
Comerica 1993 - 1995
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Asset Managment, Asset Management, Investment Strategies, ETFs, Hedge Funds, Mutual Funds, Investment Advisory, Separately Managed..., Valuation, Fixed Income
Education
Johns Hopkins University, School of Advanced International Studies
MA
Tufts University
B.A., cum laude
DeRoy & Devereaux Private Investment Counsel, Inc. August 2013 - Present
The Kresge Foundation November 2011 - August 2013
The Kresge Foundation May 2011 - October 2011
Munder Capital Management March 2003 - January 2011
Munder Capital Management 2001 - 2003
Munder Capital Management 1996 - 2000
Comerica 1993 - 1995
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Asset Managment, Asset Management, Investment Strategies, ETFs, Hedge Funds, Mutual Funds, Investment Advisory, Separately Managed..., Valuation, Fixed Income
Education
Johns Hopkins University, School of Advanced International Studies
MA
Tufts University
B.A., cum laude
Shannon Barnes Arndt Shannon Barnes Arndt's Munder Capital Management Experience February 2000 - May 2007
Job Compliance Analyst at Concorde Investment Services
Industry Financial Services
Experience
It Works Global May 2015 - Present
Concorde Investment Services September 2013 - Present
Remerica Bright Realty September 2012 - September 2013
Munder Capital Management February 2000 - May 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Asset Management, Series 63, Alternative Investments, Wealth Management, Portfolio Management, Equities, Investment Advisory
Education
Eastern Michigan University
University of South Carolina-Columbia
It Works Global May 2015 - Present
Concorde Investment Services September 2013 - Present
Remerica Bright Realty September 2012 - September 2013
Munder Capital Management February 2000 - May 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Asset Management, Series 63, Alternative Investments, Wealth Management, Portfolio Management, Equities, Investment Advisory
Education
Eastern Michigan University
University of South Carolina-Columbia
Mike Fisk Mike Fisk's Munder Capital Management Experience April 2000 - January 2015
Job Chief Financial Officer at Dart Appraisal
Industry Financial Services
Experience
Dart Appraisal March 2015 - Present
Munder Capital Management April 2000 - January 2015
Hantz Financial 1998 - 2000
Tranex Financial / Intrepid Financial 1993 - 1998
Opportunites Industrialization Center of Metropolitan Saginaw 1990 - 1993
United Jersey Bank 1989 - 1990
National Bank of Detroit 1986 - 1989
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Corporate Finance, Loans, Investment Advisory, Finance, Financial Analysis, Investment Strategies, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Planning
Education
Wayne State University 1986 — 1988
MBA, Finance
Alma College 1982 — 1986
BA, Business / Economics
Dart Appraisal March 2015 - Present
Munder Capital Management April 2000 - January 2015
Hantz Financial 1998 - 2000
Tranex Financial / Intrepid Financial 1993 - 1998
Opportunites Industrialization Center of Metropolitan Saginaw 1990 - 1993
United Jersey Bank 1989 - 1990
National Bank of Detroit 1986 - 1989
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Corporate Finance, Loans, Investment Advisory, Finance, Financial Analysis, Investment Strategies, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Planning
Education
Wayne State University 1986 — 1988
MBA, Finance
Alma College 1982 — 1986
BA, Business / Economics
Brad Fush, CFA Brad Fush, CFA's Munder Capital Management Experience October 2000 - Present
Job Director, Fixed Income Credit Research at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management October 2000 - Present
Comerica Bank June 1997 - October 2000
Comerica Bank October 1992 - June 1997
Education
Wayne State University
Master of Science (M.S.), Accounting
Wayne State University
Master of Business Administration (M.B.A.), Finance
Albion College
Bachelor of Arts (B.A.), Economics and Business Management
Munder Capital Management October 2000 - Present
Comerica Bank June 1997 - October 2000
Comerica Bank October 1992 - June 1997
Education
Wayne State University
Master of Science (M.S.), Accounting
Wayne State University
Master of Business Administration (M.B.A.), Finance
Albion College
Bachelor of Arts (B.A.), Economics and Business Management
Erin Sheehan's Munder Capital Management Experience December 2007 - July 2014
Job Regional Investment Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2014 - Present
Munder Capital Management December 2007 - July 2014
Huntington National Bank April 2004 - December 2007
Williams, Williams, Ruby & Plunkett October 2001 - April 2004
Skills
Banking, CRM, Series 63, New Business Development, Management, Wealth Management, Investments, Mutual Funds, Series 7, Financial Services, Sales, ETFs, Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory
Education
Oakland University 2000 — 2001
Bachelor's Degree, English
Michigan State University 1997 — 2000
English
T. Rowe Price July 2014 - Present
Munder Capital Management December 2007 - July 2014
Huntington National Bank April 2004 - December 2007
Williams, Williams, Ruby & Plunkett October 2001 - April 2004
Skills
Banking, CRM, Series 63, New Business Development, Management, Wealth Management, Investments, Mutual Funds, Series 7, Financial Services, Sales, ETFs, Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory
Education
Oakland University 2000 — 2001
Bachelor's Degree, English
Michigan State University 1997 — 2000
English
Matt Orlowski Matt Orlowski's Munder Capital Management Experience May 2000 - November 2001
Job Client Services Manager at Honigman
Industry Law Practice
Experience
Honigman Miller Schwartz and Cohn LLP December 2012 - Present
Butzel Long January 2002 - December 2012
Munder Capital Management May 2000 - November 2001
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (BA), History
Notre Dame High School 1992 — 1995
Honigman Miller Schwartz and Cohn LLP December 2012 - Present
Butzel Long January 2002 - December 2012
Munder Capital Management May 2000 - November 2001
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (BA), History
Notre Dame High School 1992 — 1995
Scott Montgomery Scott Montgomery's Munder Capital Management Experience May 1997 - May 2000
Job Senior Vice President, New Business Development at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) December 2011 - Present
FirstPoint Partners January 2011 - December 2011
LPL Financial April 2002 - January 2011
Mackenzie Asset Management September 2000 - April 2002
Munder Capital Management May 1997 - May 2000
A.G. Edwards October 1993 - May 1997
Related Capital Corporation January 1990 - October 1993
Skills
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63
Education
San Diego State University-California State University 1984 — 1989
Business, Psychology
National Planning Corporation (NPC) December 2011 - Present
FirstPoint Partners January 2011 - December 2011
LPL Financial April 2002 - January 2011
Mackenzie Asset Management September 2000 - April 2002
Munder Capital Management May 1997 - May 2000
A.G. Edwards October 1993 - May 1997
Related Capital Corporation January 1990 - October 1993
Skills
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63
Education
San Diego State University-California State University 1984 — 1989
Business, Psychology
Debbie Barlow Debbie Barlow's Munder Capital Management Experience October 1999 - November 2003
Job Graphic Designer at Domino's
Industry Design
Experience
Domino's Pizza June 2004 - Present
Munder Capital Management October 1999 - November 2003
Insite Marketing and Design Group December 1998 - October 1999
EDS October 1995 - December 1998
Masco 1994 - 1995
Skills
Graphic Design, Creative Direction, Logo Design, Posters, Advertising, Packaging, Web Design, Photoshop, Customer Service, Email Marketing
Education
Kendall College of Art & Design 1980 — 1984
BFA, Illustration and Graphic Design
Kendall College of Art and Design
Bachelor of Fine Arts (BFA), Illustration and graphic design
Domino's Pizza June 2004 - Present
Munder Capital Management October 1999 - November 2003
Insite Marketing and Design Group December 1998 - October 1999
EDS October 1995 - December 1998
Masco 1994 - 1995
Skills
Graphic Design, Creative Direction, Logo Design, Posters, Advertising, Packaging, Web Design, Photoshop, Customer Service, Email Marketing
Education
Kendall College of Art & Design 1980 — 1984
BFA, Illustration and Graphic Design
Kendall College of Art and Design
Bachelor of Fine Arts (BFA), Illustration and graphic design
Ally Thomas Allamon, SPHR, SHRM-SCP Ally Thomas Allamon, SPHR, SHRM-SCP's Munder Capital Management Experience May 1999 - March 2001
Job Associate Managing Director, Human Resource Business Partner
Industry Banking
Experience
Talmer Bank and Trust November 2007 - Present
Citizens Republic Bank March 2001 - November 2007
Munder Capital Management May 1999 - March 2001
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Management, Onboarding, Talent Acquisition, Workforce Planning, Training, Process Improvement, Mergers & Acquisitions, HRIS, Applicant Tracking..., Retention Strategies, Coaching, New Hire Orientations, Employee Engagement, Deferred Compensation, Benefits Administration, Talent Management, College Recruiting, Leadership Development, Succession Planning, Organizational..., Employee Training, Employee Benefits, Personnel Management, Hiring, Job Descriptions
Education
Oakland University
Bachelor's Degree, Majored in Human Resources Training and Development ; Dual Minor in Labor Law and Business
Cousino Senior High School
Talmer Bank and Trust November 2007 - Present
Citizens Republic Bank March 2001 - November 2007
Munder Capital Management May 1999 - March 2001
Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Management, Onboarding, Talent Acquisition, Workforce Planning, Training, Process Improvement, Mergers & Acquisitions, HRIS, Applicant Tracking..., Retention Strategies, Coaching, New Hire Orientations, Employee Engagement, Deferred Compensation, Benefits Administration, Talent Management, College Recruiting, Leadership Development, Succession Planning, Organizational..., Employee Training, Employee Benefits, Personnel Management, Hiring, Job Descriptions
Education
Oakland University
Bachelor's Degree, Majored in Human Resources Training and Development ; Dual Minor in Labor Law and Business
Cousino Senior High School
Kim Winek Kim Winek's Munder Capital Management Experience July 2000 - January 2015
Job at
Industry Investment Management
Experience
Aisin World Corp. of America February 2015 - Present
Munder Capital Management July 2000 - January 2015
Skills
Investments, Securities, Financial Modeling, Asset Management, Accounting, Equities, Alternative Investments, Portfolio Management
Education
Henry Ford Community College
Associate Degree, Business
Aisin World Corp. of America February 2015 - Present
Munder Capital Management July 2000 - January 2015
Skills
Investments, Securities, Financial Modeling, Asset Management, Accounting, Equities, Alternative Investments, Portfolio Management
Education
Henry Ford Community College
Associate Degree, Business
James K. Pollock, CFA James K. Pollock, CFA's Munder Capital Management Experience 1992 - 1994
Job Pollock Investment Advisors, LLC
Industry Investment Management
Experience
Pollock Investment Advisors, LLC August 2006 - Present
Comerica 1999 - 2006
Beacon Investment Company 1994 - 2000
Munder Capital Management 1992 - 1994
Skills
Investment Advisory, Portfolio Management, Wealth Management, High Net Worth..., Private Foundations, Investment Strategies, Equity Research, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Performance..., Fixed Income Portfolio..., Management, Private Equity, Hedge Funds, Managed Futures, Long/Short Equity, Regulatory Compliance
Education
Eastern Michigan University 1980 — 1982
MBA, Finance
University of Michigan 1975 — 1979
General Studies
Ann Arbor Pioneer
St. Francis - Ann Arbor
St. Francis - Ann Arbor
St. Francis - Ann Arbor
Pollock Investment Advisors, LLC August 2006 - Present
Comerica 1999 - 2006
Beacon Investment Company 1994 - 2000
Munder Capital Management 1992 - 1994
Skills
Investment Advisory, Portfolio Management, Wealth Management, High Net Worth..., Private Foundations, Investment Strategies, Equity Research, Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Performance..., Fixed Income Portfolio..., Management, Private Equity, Hedge Funds, Managed Futures, Long/Short Equity, Regulatory Compliance
Education
Eastern Michigan University 1980 — 1982
MBA, Finance
University of Michigan 1975 — 1979
General Studies
Ann Arbor Pioneer
St. Francis - Ann Arbor
St. Francis - Ann Arbor
St. Francis - Ann Arbor
Mark Gresnick Mark Gresnick's Munder Capital Management Experience March 1999 - March 2009
Job at Firearm & Safety Instruction
Industry Professional Training & Coaching
Experience
Firearm & Safety Instruction August 2010 - Present
Munder Capital Management March 1999 - March 2009
Prudential Securities April 1997 - March 1999
Gresnick Investments March 1996 - April 1997
Diversey Corporation August 1991 - August 1996
Borden September 1973 - August 1991
Skills
NRA Certified Pistol..., NRA Certified Range..., NRA Certified..., Customer Service, Project Management, Team Building, Microsoft Office, Strategic Planning, New Business Development, Marketing, Sales Management, PowerPoint, Microsoft Word, Marketing Strategy, Training, Negotiation, Budgets, Sales, Public Speaking, Project Planning, Access, Business Strategy, Microsoft Excel, Investments, Process Improvement, Entrepreneurship, Team Leadership, Financial Analysis, Program Management, Management, Strategy, Business Analysis, CRM, Account Management, Competitive Analysis, Online Marketing, Mutual Funds, Leadership
Education
Oakland Community College
Associate, Accounting
Oakland Community College
Associate, Business Administration
Firearm & Safety Instruction August 2010 - Present
Munder Capital Management March 1999 - March 2009
Prudential Securities April 1997 - March 1999
Gresnick Investments March 1996 - April 1997
Diversey Corporation August 1991 - August 1996
Borden September 1973 - August 1991
Skills
NRA Certified Pistol..., NRA Certified Range..., NRA Certified..., Customer Service, Project Management, Team Building, Microsoft Office, Strategic Planning, New Business Development, Marketing, Sales Management, PowerPoint, Microsoft Word, Marketing Strategy, Training, Negotiation, Budgets, Sales, Public Speaking, Project Planning, Access, Business Strategy, Microsoft Excel, Investments, Process Improvement, Entrepreneurship, Team Leadership, Financial Analysis, Program Management, Management, Strategy, Business Analysis, CRM, Account Management, Competitive Analysis, Online Marketing, Mutual Funds, Leadership
Education
Oakland Community College
Associate, Accounting
Oakland Community College
Associate, Business Administration
Trent May, CFA Trent May, CFA's Munder Capital Management Experience March 1994 - December 1995
Job Chief Investment Officer at 1888 Management, LLC
Industry Financial Services
Experience
1888 Management September 2011 - Present
Deer Creek Capital Partners LLC July 2002 - Present
Wyoming Retirement System March 2009 - September 2011
INVESCO AIM Management Group January 1996 - June 2002
Munder Capital Management March 1994 - December 1995
STI CLASSIC FUNDS March 1991 - March 1994
Skills
Alternative Investments, Investments, Equities, Due Diligence, Portfolio Management, Asset Managment, Analysis, Asset Allocation, Asset Management, Banking, Competitive Analysis, Corporate Development, Finance, Hedge Funds, Investment Advisory, Investment Strategies, Investor Relations, Management, Mergers, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Strategy, Valuation, Private Equity
Education
Rollins College - Crummer Graduate School of Business 1990 — 1992
MBA, Finance
Florida Institute of Technology 1984 — 1986
BS, Oceanography / Ocean Engineering
Colorado State University 1981 — 1984
1888 Management September 2011 - Present
Deer Creek Capital Partners LLC July 2002 - Present
Wyoming Retirement System March 2009 - September 2011
INVESCO AIM Management Group January 1996 - June 2002
Munder Capital Management March 1994 - December 1995
STI CLASSIC FUNDS March 1991 - March 1994
Skills
Alternative Investments, Investments, Equities, Due Diligence, Portfolio Management, Asset Managment, Analysis, Asset Allocation, Asset Management, Banking, Competitive Analysis, Corporate Development, Finance, Hedge Funds, Investment Advisory, Investment Strategies, Investor Relations, Management, Mergers, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., Strategy, Valuation, Private Equity
Education
Rollins College - Crummer Graduate School of Business 1990 — 1992
MBA, Finance
Florida Institute of Technology 1984 — 1986
BS, Oceanography / Ocean Engineering
Colorado State University 1981 — 1984
Kimberlee Levy Kimberlee Levy's Munder Capital Management Experience 2001 - 2008
Job Advisory Board Member at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Jeff Sny's Munder Capital Management Experience 1999 - 2001
Job Promoter of all things Charlotte. Trusted real estate advisor. Proud Michigan State alum. GO GREEN!
Industry Real Estate
Experience
Helen Adams Realty 2013 - Present
Mitratech 2012 - 2013
Gale, part of Cengage Learning 2005 - 2007
Diversified Investment Advisors 2002 - 2004
Munder Capital Management 1999 - 2001
Skills
CRM, SaaS, Sales, Selling, B2B, New Business Development, Enterprise Software, Account Management, Solution Selling, Building Relationships, Negotiation, Customer Retention, Strategic Planning, Sales Presentations, Budgets, Analysis, Real Estate, Residential Homes, Seller Representation, Buyer Representation, Investment Properties, Single Family Homes, New Home Sales, Listings, Relocation, First Time Home Buyers, Townhomes, Lakefront Homes, Land Acquisition
Education
Michigan State University
BA, Finance
Helen Adams Realty 2013 - Present
Mitratech 2012 - 2013
Gale, part of Cengage Learning 2005 - 2007
Diversified Investment Advisors 2002 - 2004
Munder Capital Management 1999 - 2001
Skills
CRM, SaaS, Sales, Selling, B2B, New Business Development, Enterprise Software, Account Management, Solution Selling, Building Relationships, Negotiation, Customer Retention, Strategic Planning, Sales Presentations, Budgets, Analysis, Real Estate, Residential Homes, Seller Representation, Buyer Representation, Investment Properties, Single Family Homes, New Home Sales, Listings, Relocation, First Time Home Buyers, Townhomes, Lakefront Homes, Land Acquisition
Education
Michigan State University
BA, Finance
Brian McIsaac Brian McIsaac's Munder Capital Management Experience June 2012 - October 2014
Job Director, Marketing Analytics at Victory Capital
Industry Investment Management
Experience
Victory Capital November 2014 - Present
Munder Capital Management June 2012 - October 2014
Munder Capital Management May 2008 - May 2012
Munder Capital Management July 2000 - April 2008
Munder Capital Management May 1999 - June 2000
Skills
Portfolio Management, Equities, Valuation, Financial Modeling, Mutual Funds, Analysis, Strategy, Financial Analysis, Investments, Securities, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor's of Science, Finance, General
Walsh College of Accountancy and Business Administration 2002 — 2004
Master of Business Administration (MBA), Finance & Taxation, Magna Cum Laude
Victory Capital November 2014 - Present
Munder Capital Management June 2012 - October 2014
Munder Capital Management May 2008 - May 2012
Munder Capital Management July 2000 - April 2008
Munder Capital Management May 1999 - June 2000
Skills
Portfolio Management, Equities, Valuation, Financial Modeling, Mutual Funds, Analysis, Strategy, Financial Analysis, Investments, Securities, Asset Allocation, Asset Management, Investment Strategies, Fixed Income, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor's of Science, Finance, General
Walsh College of Accountancy and Business Administration 2002 — 2004
Master of Business Administration (MBA), Finance & Taxation, Magna Cum Laude
Richard L. Ferguson Richard L. Ferguson's Munder Capital Management Experience 2005 - 2008
Job Individual Training Account Specialist at D.B. Grant Associates Inc., A Michigan Works Agency
Industry Financial Services
Experience
D.B. Grant Associates Inc., A Michigan Works Agency July 2012 - Present
RAM Engineering Midwest LLC 1990 - Present
Ross IES March 2010 - June 2012
MarketStar October 2009 - April 2011
MarketStar August 2010 - October 2010
Marketstar Corporation November 2009 - February 2010
MarketStar November 2009 - February 2010
Munder Capital Management 2005 - 2008
Clean Car Inc. (The Original $2 Car Wash) 2002 - 2004
Aileron Ltd. January 2001 - November 2002
Skills
Customer Relations, Customer Service, Team Building, Mentoring, Case Management, Performance Measurement, Accounting, Financial Reporting, Auditing, Outlook, Excel, PowerPoint, Word, Microsoft Office, Spreadsheets, Problem Solving, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Walsh College 2008 — 2010
Take Charge Workshops
Madonna University
B.S., Financial Administration
D.B. Grant Associates Inc., A Michigan Works Agency July 2012 - Present
RAM Engineering Midwest LLC 1990 - Present
Ross IES March 2010 - June 2012
MarketStar October 2009 - April 2011
MarketStar August 2010 - October 2010
Marketstar Corporation November 2009 - February 2010
MarketStar November 2009 - February 2010
Munder Capital Management 2005 - 2008
Clean Car Inc. (The Original $2 Car Wash) 2002 - 2004
Aileron Ltd. January 2001 - November 2002
Skills
Customer Relations, Customer Service, Team Building, Mentoring, Case Management, Performance Measurement, Accounting, Financial Reporting, Auditing, Outlook, Excel, PowerPoint, Word, Microsoft Office, Spreadsheets, Problem Solving, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Walsh College 2008 — 2010
Take Charge Workshops
Madonna University
B.S., Financial Administration
Joseph Skornicka, CFA Joseph Skornicka, CFA's Munder Capital Management Experience November 2004 - February 2012
Job Senior Vice President, Portfolio Manager at Schwartz Investment Counsel, Inc.
Industry Investment Management
Experience
Schwartz Investment Counsel, Inc. June 2012 - Present
Munder Capital Management November 2004 - February 2012
Invesco Aim March 2001 - September 2004
Munder Capital Management January 1995 - February 2001
Woodbridge Capital Management April 1994 - December 1994
Comerica Inc. August 1988 - April 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Financial Modeling, M&A experience, Mutual Funds, Investment Strategies, Due Diligence, Series 7, ETFs, Alternative Investments, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Asset Allocation, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Michigan State University
Bachelor of Arts, Financial Administration
Flushing High School
Schwartz Investment Counsel, Inc. June 2012 - Present
Munder Capital Management November 2004 - February 2012
Invesco Aim March 2001 - September 2004
Munder Capital Management January 1995 - February 2001
Woodbridge Capital Management April 1994 - December 1994
Comerica Inc. August 1988 - April 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Financial Modeling, M&A experience, Mutual Funds, Investment Strategies, Due Diligence, Series 7, ETFs, Alternative Investments, Investment Management, Mergers & Acquisitions, Finance, Financial Services, Asset Allocation, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Michigan State University
Bachelor of Arts, Financial Administration
Flushing High School
Lynnda Heppler Lynnda Heppler's Munder Capital Management Experience 1996 - 2003
Job Director Graphic Design at Domino's Pizza, Communications
Industry Restaurants
Experience
Domino's Pizza, Communications July 2003 - Present
Munder Capital Management 1996 - 2003
Alexander Hamilton Life Insurance Company of America 1985 - 1996
Skills
Graphic Design, Creative Direction, Typography, Advertising, Layout, Adobe Creative Suite, Logo Design, Art Direction, Corporate Identity, Art, Posters, Social Media, Integrated Marketing, Customer Service, Image Manipulation
Education
College for Creative Studies 1981 — 1985
Bachelor of Fine Arts (BFA), Graphic Communications
Domino's Pizza, Communications July 2003 - Present
Munder Capital Management 1996 - 2003
Alexander Hamilton Life Insurance Company of America 1985 - 1996
Skills
Graphic Design, Creative Direction, Typography, Advertising, Layout, Adobe Creative Suite, Logo Design, Art Direction, Corporate Identity, Art, Posters, Social Media, Integrated Marketing, Customer Service, Image Manipulation
Education
College for Creative Studies 1981 — 1985
Bachelor of Fine Arts (BFA), Graphic Communications
Sarah Whitty Sarah Whitty's Munder Capital Management Experience May 2011 - August 2011
Job Assurance Services at Ernst & Young LLP
Industry Accounting
Experience
EY July 2013 - Present
Munder Capital Management May 2011 - August 2011
The Michigan Daily January 2010 - April 2011
Education
Loyola University of Chicago - Graduate School of Business 2012 — 2013
Master of Science in Accountancy
University of Michigan 2008 — 2012
Bachelor's Degree
EY July 2013 - Present
Munder Capital Management May 2011 - August 2011
The Michigan Daily January 2010 - April 2011
Education
Loyola University of Chicago - Graduate School of Business 2012 — 2013
Master of Science in Accountancy
University of Michigan 2008 — 2012
Bachelor's Degree
Sonja Bultynck Sonja Bultynck's Munder Capital Management Experience 2011 - 2011
Job Founder, No*Bull Communications [Noble (nō'bul) Admirably high quality; notably superior; excellent]
Industry Public Relations and Communications
Experience
No*Bull Communications [Noble - (nō'bul) - Admirably high quality; notably superior; excellent] January 2006 - Present
Bethesda Christian Church September 2010 - February 2012
Munder Capital Management 2011 - 2011
PRSA 2002 - 2010
GMAC-RFC 2007 - 2009
Ernst & Young 2000 - 2007
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Skills
Media Relations, Crisis Communications, Event Management, Reputation Management, Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Public Relations, Integrated Marketing, Social Media, Event Planning, Social Media Marketing, Marketing, Corporate Social..., Marketing Research, online research, Medical Writing, Nonprofits, Brochures, Telemarketing, Customer Insight, Project Planning, InDesign, Microsoft Office, Microsoft Publisher, Microsoft CRM, CRM databases, SAP, Cross-functional Team...
Education
Wayne State University 2001 — 2002
Master of Fine Arts (MFA), Business/Corporate Communications, 3.8
University of Detroit Mercy 1989 — 1993
Bachelors of Arts, Communications
No*Bull Communications [Noble - (nō'bul) - Admirably high quality; notably superior; excellent] January 2006 - Present
Bethesda Christian Church September 2010 - February 2012
Munder Capital Management 2011 - 2011
PRSA 2002 - 2010
GMAC-RFC 2007 - 2009
Ernst & Young 2000 - 2007
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Chrysler Group LLC 1994 - 2000
Skills
Media Relations, Crisis Communications, Event Management, Reputation Management, Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Public Relations, Integrated Marketing, Social Media, Event Planning, Social Media Marketing, Marketing, Corporate Social..., Marketing Research, online research, Medical Writing, Nonprofits, Brochures, Telemarketing, Customer Insight, Project Planning, InDesign, Microsoft Office, Microsoft Publisher, Microsoft CRM, CRM databases, SAP, Cross-functional Team...
Education
Wayne State University 2001 — 2002
Master of Fine Arts (MFA), Business/Corporate Communications, 3.8
University of Detroit Mercy 1989 — 1993
Bachelors of Arts, Communications
Edward A Eades's Munder Capital Management Experience December 2006 - May 2015
Job Senior Infrastructure Consultant
Industry Information Services
Experience
Liberty Center One-Slingshot May 2015 - Present
Munder Capital Management December 2006 - May 2015
Munder Capital Management September 1999 - January 2006
Network Associates, Inc. January 1997 - December 1999
IBM 1995 - 1997
Ericsson January 1993 - November 1995
General Dynamics 1990 - 1993
United States Air Force 1987 - 1990
USAF October 1984 - October 1987
Skills
SAN, Storage Area Networks, Disaster Recovery, Virtualization, Storage, Servers, Data Center, Hyper-V, Storage Virtualization, NAS, Enterprise Storage, iSCSI, Cloud Computing, VMware, Windows, TCP/IP, Windows Server, Microsoft Technologies, IIS, Team Leadership, Windows Server 2008, Window server 2012, BC/DR, Replication Technologies, Firewalls, Gigabit Ethernet, Backup & Restore, Security, Integration, IT Management, High Availability, Troubleshooting, IT Operations, Cross-functional Team..., Switches, Active Directory
Education
Embry-Riddle Aeronautical University 1995 — 2001
Computer Systems Networking and Telecommunications
Knight Bridge Unversity 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering, 3.0
Florida Keys Community College 1990 — 1994
Associate's Degree, Electrical, Electronics and Communications Engineering, 3.6
Community College of the Air Force 1984 — 1990
Engineer's Degree, Aviation, 3.8
Western Governors University
Undergraduate, IT - Security/ IT - Infrastructure Design & Management, Computer Science 103 credits, 3.6
Liberty Center One-Slingshot May 2015 - Present
Munder Capital Management December 2006 - May 2015
Munder Capital Management September 1999 - January 2006
Network Associates, Inc. January 1997 - December 1999
IBM 1995 - 1997
Ericsson January 1993 - November 1995
General Dynamics 1990 - 1993
United States Air Force 1987 - 1990
USAF October 1984 - October 1987
Skills
SAN, Storage Area Networks, Disaster Recovery, Virtualization, Storage, Servers, Data Center, Hyper-V, Storage Virtualization, NAS, Enterprise Storage, iSCSI, Cloud Computing, VMware, Windows, TCP/IP, Windows Server, Microsoft Technologies, IIS, Team Leadership, Windows Server 2008, Window server 2012, BC/DR, Replication Technologies, Firewalls, Gigabit Ethernet, Backup & Restore, Security, Integration, IT Management, High Availability, Troubleshooting, IT Operations, Cross-functional Team..., Switches, Active Directory
Education
Embry-Riddle Aeronautical University 1995 — 2001
Computer Systems Networking and Telecommunications
Knight Bridge Unversity 1994 — 1997
Bachelor's Degree, Electrical and Electronics Engineering, 3.0
Florida Keys Community College 1990 — 1994
Associate's Degree, Electrical, Electronics and Communications Engineering, 3.6
Community College of the Air Force 1984 — 1990
Engineer's Degree, Aviation, 3.8
Western Governors University
Undergraduate, IT - Security/ IT - Infrastructure Design & Management, Computer Science 103 credits, 3.6
Brad Filips Brad Filips's Munder Capital Management Experience April 2011 - Present
Job Fixed Income Analyst Credit Research, Corporate Bonds at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management April 2011 - Present
Plante Moran Financial Advisors 2008 - 2011
Quicken Loans 2007 - 2008
Northwestern Mutual June 2006 - September 2006
Skills
Bonds, Portfolio Management, Investments, Asset Management, Financial Analysis, Equities, Marketing Strategy, Risk Management, Wealth Management, Financial Planning, Mutual Funds, Outlook, Marketing Communications, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Finance, Fixed Income, Due Diligence, Securities, Bloomberg, Financial Advisory, Credit, Financial Modeling, Asset Allocation, Credit Analysis, Equity Research, Investment Strategies, Alternative Investments
Education
Northern Michigan University 2002 — 2007
Bachelor's Degree, Major: Finance Minor: Art & Design
Detroit Catholic Central High School 1998 — 2002
High School Diploma
Munder Capital Management April 2011 - Present
Plante Moran Financial Advisors 2008 - 2011
Quicken Loans 2007 - 2008
Northwestern Mutual June 2006 - September 2006
Skills
Bonds, Portfolio Management, Investments, Asset Management, Financial Analysis, Equities, Marketing Strategy, Risk Management, Wealth Management, Financial Planning, Mutual Funds, Outlook, Marketing Communications, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Finance, Fixed Income, Due Diligence, Securities, Bloomberg, Financial Advisory, Credit, Financial Modeling, Asset Allocation, Credit Analysis, Equity Research, Investment Strategies, Alternative Investments
Education
Northern Michigan University 2002 — 2007
Bachelor's Degree, Major: Finance Minor: Art & Design
Detroit Catholic Central High School 1998 — 2002
High School Diploma
Austin Feeney's Munder Capital Management Experience June 2011 - September 2011
Job Underwriter at Chelsea Rhone, LLC
Industry Insurance
Experience
Chelsea Rhone, LLC August 2013 - Present
Assurance September 2011 - August 2013
Munder Capital Management June 2011 - September 2011
Chelsea Rhone, LLC December 2008 - January 2011
Skills
Microsoft Office, Contract Requirements, Certificates Of..., Motor Vehicle Reports, Superior Client Service, Insurance, Mathematics, Statistics, Current Affairs, Endorsements, Economics, Leadership, Property & Casualty..., Workers Compensation, Underwriting, Management, Professional Liability, Commercial Insurance, Finance, Casualty, Client Services, Health Savings Accounts, Brokers, Risk Management, Health Insurance, Liability, 401k
Education
Albion College 2008 — 2011
Bachelor of Science (BS), Economics and Management
Sophia University 2010 — 2010
Chelsea Rhone, LLC August 2013 - Present
Assurance September 2011 - August 2013
Munder Capital Management June 2011 - September 2011
Chelsea Rhone, LLC December 2008 - January 2011
Skills
Microsoft Office, Contract Requirements, Certificates Of..., Motor Vehicle Reports, Superior Client Service, Insurance, Mathematics, Statistics, Current Affairs, Endorsements, Economics, Leadership, Property & Casualty..., Workers Compensation, Underwriting, Management, Professional Liability, Commercial Insurance, Finance, Casualty, Client Services, Health Savings Accounts, Brokers, Risk Management, Health Insurance, Liability, 401k
Education
Albion College 2008 — 2011
Bachelor of Science (BS), Economics and Management
Sophia University 2010 — 2010
Garrett Cox's Munder Capital Management Experience May 2012 - August 2014
Job Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2014 - Present
Munder Capital Management May 2012 - August 2014
Munder Capital Management May 2011 - August 2011
Direct Distribution September 2009 - April 2011
Tompkins Products May 2010 - August 2010
Detroit Medical Center May 2009 - August 2009
Skills
CFA Level 2 Candidate, Market Analysis, Reporting & Analysis, Executive Reporting, Competitive Analysis, Qualitative Research, Quantitative Research, Microsoft Excel, Data Analysis, Analytics, Economics, Bloomberg Terminal, Equity Research, Financial Modeling, Sales Presentations, Marketing Communications, Chartered Financial...
Education
Michigan State University - The Eli Broad College of Business 2008 — 2012
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Goldman Sachs August 2014 - Present
Munder Capital Management May 2012 - August 2014
Munder Capital Management May 2011 - August 2011
Direct Distribution September 2009 - April 2011
Tompkins Products May 2010 - August 2010
Detroit Medical Center May 2009 - August 2009
Skills
CFA Level 2 Candidate, Market Analysis, Reporting & Analysis, Executive Reporting, Competitive Analysis, Qualitative Research, Quantitative Research, Microsoft Excel, Data Analysis, Analytics, Economics, Bloomberg Terminal, Equity Research, Financial Modeling, Sales Presentations, Marketing Communications, Chartered Financial...
Education
Michigan State University - The Eli Broad College of Business 2008 — 2012
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Maureen Bromwell's Munder Capital Management Experience January 2001 - June 2008
Job Chief Marketing Officer, Asset Management at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management May 2015 - Present
Munder Capital Management (Firm acquired) June 2008 - October 2014
Munder Capital Management January 2001 - June 2008
Munder Capital Management September 1993 - January 2001
SunAmerica Asset Management 1991 - 1993
Merrill Lynch June 1989 - November 1991
Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM
Education
Michigan State University
Bachelor of Business Administration (BBA), Economics
Northern Trust Asset Management May 2015 - Present
Munder Capital Management (Firm acquired) June 2008 - October 2014
Munder Capital Management January 2001 - June 2008
Munder Capital Management September 1993 - January 2001
SunAmerica Asset Management 1991 - 1993
Merrill Lynch June 1989 - November 1991
Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM
Education
Michigan State University
Bachelor of Business Administration (BBA), Economics
Baker, Kimberly A. Baker, Kimberly A.'s Munder Capital Management Experience December 2012 - Present
Job Graphic Designer / Illustrator / Graphic Presentation Specialist / Visual Communicator
Industry Management Consulting
Experience
Munder Capital Management December 2012 - Present
Lambda Corporation June 2009 - May 2012
RWD Technologies 1995 - June 2009
Skills
Technical Writing, Graphic Design, Technical Illustration, Instructional Design, Creativity, Brochures, Flyer, PowerPoint, Photoshop, Illustrator, InDesign, Microsoft Word, E-Learning, Automotive, Technical Training, Dreamweaver, Program Management, Troubleshooting, Technical Documentation, Microsoft Office, Software Documentation, Visio, Layout, Manuals, Advertising, Logo Design, Multimedia, Graphics, Illustration, Creative Direction, FrameMaker, Flyers, HTML, Posters, Digital Photography, Technical Communication, Publications, Desktop Publishing, Instructor-led Training, Publishing, Proposal Writing, Learning Management, Military, Needs Analysis, Training Delivery, Process Improvement, Cross-functional Team..., Project Management, Six Sigma, Hands-on Training
Education
Michigan State University
BA, Studio Art and Psychology
Central Michigan University
MSA, General Administration
Munder Capital Management December 2012 - Present
Lambda Corporation June 2009 - May 2012
RWD Technologies 1995 - June 2009
Skills
Technical Writing, Graphic Design, Technical Illustration, Instructional Design, Creativity, Brochures, Flyer, PowerPoint, Photoshop, Illustrator, InDesign, Microsoft Word, E-Learning, Automotive, Technical Training, Dreamweaver, Program Management, Troubleshooting, Technical Documentation, Microsoft Office, Software Documentation, Visio, Layout, Manuals, Advertising, Logo Design, Multimedia, Graphics, Illustration, Creative Direction, FrameMaker, Flyers, HTML, Posters, Digital Photography, Technical Communication, Publications, Desktop Publishing, Instructor-led Training, Publishing, Proposal Writing, Learning Management, Military, Needs Analysis, Training Delivery, Process Improvement, Cross-functional Team..., Project Management, Six Sigma, Hands-on Training
Education
Michigan State University
BA, Studio Art and Psychology
Central Michigan University
MSA, General Administration
Greg Oviatt, CFA Greg Oviatt, CFA's Munder Capital Management Experience September 2000 - Present
Job Senior Portfolio Manager, Fixed Income at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management September 2000 - Present
National City Investment Management Company March 1998 - September 2000
First of America Investment Corporation June 1995 - March 1998
Skills
Equities, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies, Asset Management, Trading, Mutual Funds, Investment Management
Education
Kalamazoo College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Munder Capital Management September 2000 - Present
National City Investment Management Company March 1998 - September 2000
First of America Investment Corporation June 1995 - March 1998
Skills
Equities, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies, Asset Management, Trading, Mutual Funds, Investment Management
Education
Kalamazoo College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Donald Jobe's Munder Capital Management Experience 2004 - 2007
Job Internal Audit Leader, Data Science Professional
Industry Capital Markets
Experience
Law Office of Robert B. Jobe 2010 - 2013
IAS Corporation 2007 - 2010
Munder Capital Management 2004 - 2007
H&R Block Financial Advisors 2000 - 2004
Olde Discount Corp Hdqtr 1996 - 2000
Pacific Stock Exchange 1990 - 1993
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A. (Master of Business Administration), Finance & Accounting
University of Michigan
A.B. (Bachelor of Arts), Economics & Statistics
University of California, Irvine
Data Science, Predictive Analytics, Java Programming
Law Office of Robert B. Jobe 2010 - 2013
IAS Corporation 2007 - 2010
Munder Capital Management 2004 - 2007
H&R Block Financial Advisors 2000 - 2004
Olde Discount Corp Hdqtr 1996 - 2000
Pacific Stock Exchange 1990 - 1993
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A. (Master of Business Administration), Finance & Accounting
University of Michigan
A.B. (Bachelor of Arts), Economics & Statistics
University of California, Irvine
Data Science, Predictive Analytics, Java Programming
Weber Ruan Weber Ruan's Munder Capital Management Experience June 2013 - August 2013
Job Fixed Income Specialist at KPMG LLP
Industry Financial Services
Experience
KPMG LLP March 2014 - Present
Munder Capital Management June 2013 - August 2013
Keppel FELS Ltd September 2011 - March 2012
Essence Securities Co., Ltd. June 2011 - August 2011
Skills
Fixed Income, VBA, Microsoft Excel, Financial Modeling, Risk Management, Valuation, R, Matlab, SAS, Operations Research, Derivatives, Economics
Education
University of Michigan 2012 — 2013
Master of Science in Financial Engineering, GPA: 4.0/4.0
National University of Singapore 2008 — 2012
Bachelor of Engineering (B.Eng.), Industrial Engineering, First Class Honors Degree
Uppsala universitet 2011 — 2011
Exchange Program, Applied Mathematics
KPMG LLP March 2014 - Present
Munder Capital Management June 2013 - August 2013
Keppel FELS Ltd September 2011 - March 2012
Essence Securities Co., Ltd. June 2011 - August 2011
Skills
Fixed Income, VBA, Microsoft Excel, Financial Modeling, Risk Management, Valuation, R, Matlab, SAS, Operations Research, Derivatives, Economics
Education
University of Michigan 2012 — 2013
Master of Science in Financial Engineering, GPA: 4.0/4.0
National University of Singapore 2008 — 2012
Bachelor of Engineering (B.Eng.), Industrial Engineering, First Class Honors Degree
Uppsala universitet 2011 — 2011
Exchange Program, Applied Mathematics
Nanci Pilgrim Nanci Pilgrim's Munder Capital Management Experience May 2001 - April 2015
Job Fixed Income Operatons Team Leader Trade Clearing at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management May 2001 - April 2015
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Bonds, ETFs, Securities, Investment Management, Trading, Hedge Funds, Financial Analysis, Portfolio Management, Investments
Education
Dorsey Business Schools-Southgate 1975 — 1976
Associate's degree, Business/Commerce, General
Dorsey Business Schools-Southgate 1975 — 1976
General Business Certificate, Business/Commerce, General
Munder Capital Management May 2001 - April 2015
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Bonds, ETFs, Securities, Investment Management, Trading, Hedge Funds, Financial Analysis, Portfolio Management, Investments
Education
Dorsey Business Schools-Southgate 1975 — 1976
Associate's degree, Business/Commerce, General
Dorsey Business Schools-Southgate 1975 — 1976
General Business Certificate, Business/Commerce, General
Thomas R. Platt CIMA Thomas R. Platt CIMA's Munder Capital Management Experience August 1996 - January 2002
Job Director, OptionsOverlay Services at Connors Investor Services, Inc.
Industry Financial Services
Experience
Connors Investor Services, Inc. November 2013 - Present
BlackRock, iShares April 2007 - June 2011
Putnam Investments February 2002 - March 2007
Munder Capital Management August 1996 - January 2002
John Hancock Life Insurance Company (U.S.A.) May 1990 - September 1992
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor's degree, Political Science
Connors Investor Services, Inc. November 2013 - Present
BlackRock, iShares April 2007 - June 2011
Putnam Investments February 2002 - March 2007
Munder Capital Management August 1996 - January 2002
John Hancock Life Insurance Company (U.S.A.) May 1990 - September 1992
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor's degree, Political Science
Clark Durant's Munder Capital Management Experience 1997 - 2001
Job President at New Common School Foundation
Industry Education Management
Experience
New Common School Foundation 2001 - Present
Cornerstone Schools 1991 - Present
Munder Capital Management 1997 - 2001
Michigan State Board of Education 1994 - 1999
Durant and Durant, P.C. 1976 - 1989
Hillsdale College 1972 - 1973
Skills
Fundraising, Organizational..., Team Building, Program Management, Social Networking, Training, Event Planning, Marketing, Event Management, Project Management, Leadership, Management, Community Outreach, Staff Development, Government, Budgets, Program Development, Public Relations
Education
Tulane University 1967 — 1971
Bachelor of Arts (B.A.), Economics
University of Notre Dame Law School
Doctor of Law (JD)
New Common School Foundation 2001 - Present
Cornerstone Schools 1991 - Present
Munder Capital Management 1997 - 2001
Michigan State Board of Education 1994 - 1999
Durant and Durant, P.C. 1976 - 1989
Hillsdale College 1972 - 1973
Skills
Fundraising, Organizational..., Team Building, Program Management, Social Networking, Training, Event Planning, Marketing, Event Management, Project Management, Leadership, Management, Community Outreach, Staff Development, Government, Budgets, Program Development, Public Relations
Education
Tulane University 1967 — 1971
Bachelor of Arts (B.A.), Economics
University of Notre Dame Law School
Doctor of Law (JD)
Michael Gura Michael Gura's Munder Capital Management Experience June 2003 - Present
Job Senior Portfolio Manager Munder Capital
Industry Investment Management
Experience
Munder Capital Management June 2003 - Present
Munder Capital Management 2010 - Present
Munder Capital Management 2008 - 2010
Munder Capital Management 2000 - 2009
Munder Capital Management 2006 - 2008
Munder Capital Management 1999 - 2003
Munder Capital Management 1997 - 1999
Munder Capital Management 1997 - 1999
Munder Capital Management 1988 - 1996
Munder Capital Management 1986 - 1988
Skills
Portfolio Management, Mutual Funds
Education
CFA Institute 1992 — 1994
Chartered Financial Analyst
Walsh College of Business Administration and Accountancy 1987 — 1990
Master of Science in Finance, 3.8/4.0
College for Financial Planning 1988 — 1989
Certified Financial Planner
Walsh College of Business Administration and Accountancy 1980 — 1986
Bachelor of Business Administration (B.B.A.), 3.1/4.0
Munder Capital Management June 2003 - Present
Munder Capital Management 2010 - Present
Munder Capital Management 2008 - 2010
Munder Capital Management 2000 - 2009
Munder Capital Management 2006 - 2008
Munder Capital Management 1999 - 2003
Munder Capital Management 1997 - 1999
Munder Capital Management 1997 - 1999
Munder Capital Management 1988 - 1996
Munder Capital Management 1986 - 1988
Skills
Portfolio Management, Mutual Funds
Education
CFA Institute 1992 — 1994
Chartered Financial Analyst
Walsh College of Business Administration and Accountancy 1987 — 1990
Master of Science in Finance, 3.8/4.0
College for Financial Planning 1988 — 1989
Certified Financial Planner
Walsh College of Business Administration and Accountancy 1980 — 1986
Bachelor of Business Administration (B.B.A.), 3.1/4.0
Robert Crosby Robert Crosby's Munder Capital Management Experience 1993 - Present
Job Senior Portfolio Manager at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management 1993 - Present
Skills
Alternative Investments, Mutual Funds, Equities, Portfolio Management, Series 7, Asset Management, Investments, Hedge Funds, Asset Allocation, Financial Modeling, Fixed Income, Bloomberg, Securities, Valuation, Investment Strategies, Capital Markets, Investment Management
Education
Murray State University 1991 — 1992
M.S., Economics and Finance
University of Missouri-Columbia 1987 — 1991
B.A., Economics
Munder Capital Management 1993 - Present
Skills
Alternative Investments, Mutual Funds, Equities, Portfolio Management, Series 7, Asset Management, Investments, Hedge Funds, Asset Allocation, Financial Modeling, Fixed Income, Bloomberg, Securities, Valuation, Investment Strategies, Capital Markets, Investment Management
Education
Murray State University 1991 — 1992
M.S., Economics and Finance
University of Missouri-Columbia 1987 — 1991
B.A., Economics
Paul R. Lenz, Ph.D. Paul R. Lenz, Ph.D.'s Munder Capital Management Experience February 2011 - October 2014
Job CoDirector of Quantitative and Risk Analysis
Industry Investment Management
Experience
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Alan Villalon Alan Villalon's Munder Capital Management Experience May 2000 - August 2000
Job Senior Research Analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans June 2013 - Present
Nuveen Investments July 2008 - June 2013
Federated Investors January 2001 - July 2008
Munder Capital Management May 2000 - August 2000
Ft Pitt Capital Group March 1998 - December 1999
Ernst & Young July 1995 - March 1998
Ernst & Young May 1994 - August 1994
Skills
Investments, Equity Research, Finance, Accounting, Equities, Insurance, Bloomberg, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Valuation, Asset Allocation, Series 7, Mutual Funds, Securities, Fixed Income, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Thrivent Financial for Lutherans June 2013 - Present
Nuveen Investments July 2008 - June 2013
Federated Investors January 2001 - July 2008
Munder Capital Management May 2000 - August 2000
Ft Pitt Capital Group March 1998 - December 1999
Ernst & Young July 1995 - March 1998
Ernst & Young May 1994 - August 1994
Skills
Investments, Equity Research, Finance, Accounting, Equities, Insurance, Bloomberg, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Valuation, Asset Allocation, Series 7, Mutual Funds, Securities, Fixed Income, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Debby Balint Debby Balint's Munder Capital Management Experience May 2013 - August 2013
Job Tax Staff at Plante Moran
Industry Accounting
Experience
Plante Moran January 2015 - Present
Plante Moran January 2014 - April 2014
Munder Capital Management May 2013 - August 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Accounts Payable, PowerPoint, Time Management, Financial Reporting, Microsoft Word, Public Speaking, Accounts Receivable, Access, Leadership
Education
Oakland University 2013 — 2014
Master's Degree, Accounting
Oakland University 2009 — 2013
Bachelor's Degree, Accounting
Plante Moran January 2015 - Present
Plante Moran January 2014 - April 2014
Munder Capital Management May 2013 - August 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Accounts Payable, PowerPoint, Time Management, Financial Reporting, Microsoft Word, Public Speaking, Accounts Receivable, Access, Leadership
Education
Oakland University 2013 — 2014
Master's Degree, Accounting
Oakland University 2009 — 2013
Bachelor's Degree, Accounting
Brad Robinson Brad Robinson's Munder Capital Management Experience May 2002 - September 2010
Job Senior Software Development Manager, Global Securitization at Ally Financial Inc.
Industry Investment Management
Experience
Ally Financial Inc. September 2011 - Present
Ally Financial Inc. September 2010 - September 2011
Munder Capital Management May 2002 - September 2010
Meritage Technologies (acquired by Perficient, Inc.) February 2000 - May 2002
Proctor Financial February 1998 - January 2000
SAS Institute May 1996 - February 1998
SAS 1996 - 1998
Electronic Data Systems June 1987 - July 1996
Skills
Software Development, IT Management, IT Operations, Business Analysis, Budget Management, Vendor Relations, E-commerce, Project Delivery, Strategic Planning, Problem Solving, Web Development, Internet, Website Development, Requirements Management, Innovation Development, Product Support, Technical Support, Usability, Team Building, Teamwork, Team-oriented, Distributed Team..., Virtual Teams, Budget Process, Budget Forecasts, Budget Monitoring, Testing, Vendor Management, Integration, SDLC, Leadership, Portfolio Management, CRM, Software Project..., Budgets, Project Management, Management, Managerial Finance, Data Warehousing, E-Learning, Consulting, Internal Audit, Customer Service, Financial Risk, Network Security, Hardware, Network Administration
Education
Michigan State University 1984 — 1988
BA
Michigan State University 1984 — 1988
Bachelor's degree
Ally Financial Inc. September 2011 - Present
Ally Financial Inc. September 2010 - September 2011
Munder Capital Management May 2002 - September 2010
Meritage Technologies (acquired by Perficient, Inc.) February 2000 - May 2002
Proctor Financial February 1998 - January 2000
SAS Institute May 1996 - February 1998
SAS 1996 - 1998
Electronic Data Systems June 1987 - July 1996
Skills
Software Development, IT Management, IT Operations, Business Analysis, Budget Management, Vendor Relations, E-commerce, Project Delivery, Strategic Planning, Problem Solving, Web Development, Internet, Website Development, Requirements Management, Innovation Development, Product Support, Technical Support, Usability, Team Building, Teamwork, Team-oriented, Distributed Team..., Virtual Teams, Budget Process, Budget Forecasts, Budget Monitoring, Testing, Vendor Management, Integration, SDLC, Leadership, Portfolio Management, CRM, Software Project..., Budgets, Project Management, Management, Managerial Finance, Data Warehousing, E-Learning, Consulting, Internal Audit, Customer Service, Financial Risk, Network Security, Hardware, Network Administration
Education
Michigan State University 1984 — 1988
BA
Michigan State University 1984 — 1988
Bachelor's degree
Jeff Zinn's Munder Capital Management Experience October 1997 - July 1999
Job Web Developer and Tech Manager
Industry Wireless
Experience
Hearst Magazines June 2013 - Present
Hearst Magazines January 2011 - Present
Zinn Design January 2001 - Present
Medical Care International January 2009 - Present
Sonic Boom, Inc January 2006 - December 2010
GiftCertificates.com August 1999 - December 2000
Munder Capital Management October 1997 - July 1999
Skills
Web Development, PHP, Photoshop, HTML5, MySQL, SQLite, jQuery, JavaScript, CSS, XML, Web Design, HTML 5, HTML, CMS, Flash, Mobile Applications, Web Applications, User Experience
Education
The New School 2002 — 2004
Web Development Certificate, Web development
University of Michigan 1989 — 1995
BA, BFA, Fine Arts & Communications
Hearst Magazines June 2013 - Present
Hearst Magazines January 2011 - Present
Zinn Design January 2001 - Present
Medical Care International January 2009 - Present
Sonic Boom, Inc January 2006 - December 2010
GiftCertificates.com August 1999 - December 2000
Munder Capital Management October 1997 - July 1999
Skills
Web Development, PHP, Photoshop, HTML5, MySQL, SQLite, jQuery, JavaScript, CSS, XML, Web Design, HTML 5, HTML, CMS, Flash, Mobile Applications, Web Applications, User Experience
Education
The New School 2002 — 2004
Web Development Certificate, Web development
University of Michigan 1989 — 1995
BA, BFA, Fine Arts & Communications
De Ann Nicholas's Munder Capital Management Experience August 1993 - February 1998
Job Finance EG+ New York
Industry Marketing and Advertising
Experience
eg+ worldwide August 2015 - Present
Organic February 2013 - Present
Accretive Solutions - Troy MI June 2012 - February 2013
Entertainment Promotions June 2010 - June 2012
BBDO Detroit March 2001 - June 2010
Munder Capital Management August 1993 - February 1998
Carleton McCreary Holmes 1992 - 1993
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Corporate Finance, Project Finance, Financial Markets, Business Process, Business Analysis, Financial Control, Financial Accounting, International Finance, Financial Systems, Presenter, Financial Training, Public Sector, Private Sector, Cross-functional Team..., Financial Systems..., Accounts Payable, Accounts Receivable, General Ledger, Leading Change, Recruiting, Mentoring, Account Management, Business Development, NetSuite, SAP, Microsoft Excel, PeopleSoft, Outlooksoft, OnBase, Quicken, Salesforce.com, Managerial Finance, Training, Forecasting, Strategic Financial..., Financial Audits, Budgets, Analytics, Leadership, Variance Analysis, Accounting, Business Strategy, Business Intelligence, Auditing, Finance
Education
Walsh College of Accountancy and Business Administration 2004 — 2007
Masters of Science - Finance, Corporate Finance
Michigan State University 1987 — 1990
General Studies
Baker College of Auburn Hills
Business/Managerial Economics
eg+ worldwide August 2015 - Present
Organic February 2013 - Present
Accretive Solutions - Troy MI June 2012 - February 2013
Entertainment Promotions June 2010 - June 2012
BBDO Detroit March 2001 - June 2010
Munder Capital Management August 1993 - February 1998
Carleton McCreary Holmes 1992 - 1993
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Corporate Finance, Project Finance, Financial Markets, Business Process, Business Analysis, Financial Control, Financial Accounting, International Finance, Financial Systems, Presenter, Financial Training, Public Sector, Private Sector, Cross-functional Team..., Financial Systems..., Accounts Payable, Accounts Receivable, General Ledger, Leading Change, Recruiting, Mentoring, Account Management, Business Development, NetSuite, SAP, Microsoft Excel, PeopleSoft, Outlooksoft, OnBase, Quicken, Salesforce.com, Managerial Finance, Training, Forecasting, Strategic Financial..., Financial Audits, Budgets, Analytics, Leadership, Variance Analysis, Accounting, Business Strategy, Business Intelligence, Auditing, Finance
Education
Walsh College of Accountancy and Business Administration 2004 — 2007
Masters of Science - Finance, Corporate Finance
Michigan State University 1987 — 1990
General Studies
Baker College of Auburn Hills
Business/Managerial Economics
Sohel Pirani, CFA, CTP's Munder Capital Management Experience 2004 - 2005
Job Director of Treasury and Investments at American Bureau of Shipping
Industry Oil & Energy
Experience
American Bureau of Shipping 2015 - Present
Baker Hughes 2014 - 2015
Baker Hughes 2010 - 2013
The Planet 2009 - 2010
Merrill Lynch 2007 - 2009
Intel Corp 2005 - 2007
Munder Capital Management 2004 - 2005
Ford Motor Company 1998 - 2002
Skills
Competitive Analysis, Analytics, Financial Modeling, Financial Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, Analysis, Business Intelligence, Strategy, Forecasting, Cross-functional Team..., Business Process..., Strategic Planning, Data Analysis, Mergers & Acquisitions, Program Management, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Master of Business Administration (MBA)
Wayne State University 1996 — 1998
MS
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (BE)
American Bureau of Shipping 2015 - Present
Baker Hughes 2014 - 2015
Baker Hughes 2010 - 2013
The Planet 2009 - 2010
Merrill Lynch 2007 - 2009
Intel Corp 2005 - 2007
Munder Capital Management 2004 - 2005
Ford Motor Company 1998 - 2002
Skills
Competitive Analysis, Analytics, Financial Modeling, Financial Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, Analysis, Business Intelligence, Strategy, Forecasting, Cross-functional Team..., Business Process..., Strategic Planning, Data Analysis, Mergers & Acquisitions, Program Management, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Master of Business Administration (MBA)
Wayne State University 1996 — 1998
MS
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (BE)
Deborah Forbes's Munder Capital Management Experience April 1992 - November 2011
Job Director of Operations
Industry Financial Services
Experience
Clarkston Capital Partners LLC November 2011 - Present
Munder Capital Management April 1992 - November 2011
Loomis, Sayles & Company 1982 - 1992
Skills
Adult Education..., Expert in Excel, Business Analysis, Microsoft Office, Investments, Mutual Funds, Microsoft Excel, Analysis, Asset Managment, Management, CRM, Equities, Asset Management, Series 7, Budgets, Training, Software Documentation, Alternative Investments, Portfolio Management, Business Process, Asset Allocation, Fixed Income, Risk Management
Education
Michigan State University Extension Oakland County 2008 — 2008
Master Gardener's Certification, Landscape Architecture
Eastern Michigan University 1971 — 1973
Associate's degree, Administrative Assistant and Secretarial Science, General
Seaholm
Adult Ed Microsoft Products Instructor
Clarkston Capital Partners LLC November 2011 - Present
Munder Capital Management April 1992 - November 2011
Loomis, Sayles & Company 1982 - 1992
Skills
Adult Education..., Expert in Excel, Business Analysis, Microsoft Office, Investments, Mutual Funds, Microsoft Excel, Analysis, Asset Managment, Management, CRM, Equities, Asset Management, Series 7, Budgets, Training, Software Documentation, Alternative Investments, Portfolio Management, Business Process, Asset Allocation, Fixed Income, Risk Management
Education
Michigan State University Extension Oakland County 2008 — 2008
Master Gardener's Certification, Landscape Architecture
Eastern Michigan University 1971 — 1973
Associate's degree, Administrative Assistant and Secretarial Science, General
Seaholm
Adult Ed Microsoft Products Instructor
Paul Power, CIMA®'s Munder Capital Management Experience 1991 - 1996
Job Director of Sales and Distribution at Equity Investment Corporation
Industry Financial Services
Experience
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Equity Investment Corporation 2013 - Present
Invesco 2008 - 2013
Invesco 2005 - 2007
Invesco 2001 - 2005
INVESCO 1996 - 2001
Munder Capital Management 1991 - 1996
Morgan Stanley 1987 - 1990
Skills
Sales Management, Alternative Investments, Separately Managed..., Hedge Funds, Closed-end Funds, Asset Allocation, Business Development, Offshore Management, Fixed Income, Relationship Management, Series 7, Series 63, Series 24
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance/Marketing, Class Honors
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance, with High Distinction
Doron Eisenscher's Munder Capital Management Experience April 2005 - May 2010
Job Regional Vice President, Columbia Threadneedle Investments
Industry Financial Services
Experience
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
Eagle Asset Management June 2010 - March 2015
Munder Capital Management April 2005 - May 2010
National City Bank October 2003 - April 2005
R Block Financial Advisors January 2002 - October 2003
Morgan Stanley March 2001 - November 2001
Skills
Mutual Funds, Series 7, Retirement Planning, Portfolio Management, Investments
Education
Adrian College 1997 — 2000
Bachelors of Business Administration, Management Concentration
John W. Murray, Jr., CFA's Munder Capital Management Experience August 2008 - June 2011
Job Managing Partner at Scallop, LLC
Industry Investment Management
Experience
Scallop, LLC January 2011 - Present
Munder Capital Management August 2008 - June 2011
Hanover Strategic Management, Inc. April 2007 - July 2008
Standish Mellon Asset Management November 1995 - March 2007
ASARCO, Inc. November 1987 - November 1995
KeyCorp 1983 - 1988
Skills
Investments, Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Asset Allocation, Equities, High Yield, Real Estate, Residential Investment...
Education
Syracuse University 1980 — 1983
BS, Finance
Scallop, LLC January 2011 - Present
Munder Capital Management August 2008 - June 2011
Hanover Strategic Management, Inc. April 2007 - July 2008
Standish Mellon Asset Management November 1995 - March 2007
ASARCO, Inc. November 1987 - November 1995
KeyCorp 1983 - 1988
Skills
Investments, Alternative Investments, Investment Management, Hedge Funds, Fixed Income, Asset Allocation, Equities, High Yield, Real Estate, Residential Investment...
Education
Syracuse University 1980 — 1983
BS, Finance
Joshua Alderman's Munder Capital Management Experience October 1998 - May 2002
Job Director Institutional Business Development at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. October 2006 - Present
Rydex Investments May 2002 - October 2006
Munder Capital Management October 1998 - May 2002
Education
The Ohio State University 1989 — 1993
Diamond Hill Capital Management, Inc. October 2006 - Present
Rydex Investments May 2002 - October 2006
Munder Capital Management October 1998 - May 2002
Education
The Ohio State University 1989 — 1993
Neil Bilimoria's Munder Capital Management Experience May 1999 - August 1999
Job Financial/Budget Analyst
Industry Financial Services
Experience
US Federal Government November 2012 - Present
Commonwealth Financial Network July 2009 - October 2012
Armstrong, Fleming & Moore February 2002 - October 2012
Munder Capital Management May 1999 - August 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Financial Analysis, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Valuation, Alternative Investments, Estate Planning, Due Diligence, Series 7, Microsoft Excel, Corporate Finance, PowerPoint
Education
Michigan State University 1996 — 2000
B.A, Finance
US Federal Government November 2012 - Present
Commonwealth Financial Network July 2009 - October 2012
Armstrong, Fleming & Moore February 2002 - October 2012
Munder Capital Management May 1999 - August 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Financial Analysis, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Valuation, Alternative Investments, Estate Planning, Due Diligence, Series 7, Microsoft Excel, Corporate Finance, PowerPoint
Education
Michigan State University 1996 — 2000
B.A, Finance
Ed Eberle's Munder Capital Management Experience 1995 - 1999
Job Partner/Portfolio Manager, Seizert Capital Partners
Industry Investment Management
Experience
Seizert Capital Partners 2000 - Present
Munder Capital Management 1995 - 1999
Skills
Asset Managment, Valuation, Hedge Funds, Equities, Asset Allocation
Education
Michigan State University 1986 — 1990
Finance
Seizert Capital Partners 2000 - Present
Munder Capital Management 1995 - 1999
Skills
Asset Managment, Valuation, Hedge Funds, Equities, Asset Allocation
Education
Michigan State University 1986 — 1990
Finance
Jennifer Ralston's Munder Capital Management Experience March 1998 - February 2015
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 2015 - Present
Munder Capital Management March 1998 - February 2015
Skills
Equities, Investments, Equity Research, Financial Modeling
Education
DePaul University
UBS Financial Services, Inc. August 2015 - Present
Munder Capital Management March 1998 - February 2015
Skills
Equities, Investments, Equity Research, Financial Modeling
Education
DePaul University
Kathy Katcher's Munder Capital Management Experience January 2001 - July 2014
Job Client Service Analyst at Victory Capital Management
Industry Financial Services
Experience
Victory Capital August 2015 - Present
MKD Wealth Coaches July 2014 - August 2015
Munder Capital Management January 2001 - July 2014
DME Company January 1998 - December 2000
DME Company April 1992 - January 1998
DME Company August 1990 - April 1992
Pace Membership Warehouse August 1986 - August 1990
Chivas Products 1983 - 1985
R.D. Weaver and Associates 1981 - 1982
Management Systems, Inc. 1979 - 1981
Skills
Accounting, Investments, Analysis, Portfolio Management, Mutual Funds, Microsoft Excel, Customer Service, Microsoft Word, Equities, Account Reconciliation, Budgets, Asset Allocation, Financial Modeling, Alternative Investments, ETFs, Microsoft Office, Credit, Outlook, PowerPoint, Accounts Receivable, Investment Strategies, Securities, Accounts Payable, Customer Relations, SharePoint, Advent, Word, Excel, Satuit
Education
Macomb Community College
General, Accounting
Victory Capital August 2015 - Present
MKD Wealth Coaches July 2014 - August 2015
Munder Capital Management January 2001 - July 2014
DME Company January 1998 - December 2000
DME Company April 1992 - January 1998
DME Company August 1990 - April 1992
Pace Membership Warehouse August 1986 - August 1990
Chivas Products 1983 - 1985
R.D. Weaver and Associates 1981 - 1982
Management Systems, Inc. 1979 - 1981
Skills
Accounting, Investments, Analysis, Portfolio Management, Mutual Funds, Microsoft Excel, Customer Service, Microsoft Word, Equities, Account Reconciliation, Budgets, Asset Allocation, Financial Modeling, Alternative Investments, ETFs, Microsoft Office, Credit, Outlook, PowerPoint, Accounts Receivable, Investment Strategies, Securities, Accounts Payable, Customer Relations, SharePoint, Advent, Word, Excel, Satuit
Education
Macomb Community College
General, Accounting
Lynnda Heppler's Munder Capital Management Experience 1996 - 2002
Job Director Graphic Design at Domino's Pizza
Industry Design
Experience
Domino's Pizza LLC July 2003 - Present
Munder Capital Management 1996 - 2002
Education
College for Creative Studies 1981 — 1985
Domino's Pizza LLC July 2003 - Present
Munder Capital Management 1996 - 2002
Education
College for Creative Studies 1981 — 1985
Julie Bockoff's Munder Capital Management Experience May 2000 - February 2009
Job Client Relations Specialist at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management May 2000 - February 2009
Prudential Financial September 1998 - September 1999
State Farm Insurance June 1996 - September 1998
Nikaido Marmelstein Murray & Oram 1987 - 1996
Skills
Investments, Series 7, Mutual Funds, Customer Relations, Customer Service, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Series 63, Management, Retirement Planning
Education
Oakland University 1997 — 1998
Certificate, Personal Financial Planning
University of Michigan 1983 — 1987
AB, Political Science
Munder Capital Management May 2000 - February 2009
Prudential Financial September 1998 - September 1999
State Farm Insurance June 1996 - September 1998
Nikaido Marmelstein Murray & Oram 1987 - 1996
Skills
Investments, Series 7, Mutual Funds, Customer Relations, Customer Service, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Series 63, Management, Retirement Planning
Education
Oakland University 1997 — 1998
Certificate, Personal Financial Planning
University of Michigan 1983 — 1987
AB, Political Science
Chip Mechler's Munder Capital Management Experience January 1997 - December 2004
Job Investment Specialist at Jennison Associates
Industry Financial Services
Experience
Jennison Associates January 2005 - Present
Munder Capital Management January 1997 - December 2004
MainStay Mutual Funds 1995 - 1997
Alliance Capital 1992 - 1995
Alliance Capital Management 1991 - 1995
Skills
Separately Managed..., Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Securities, Investment Advisory, Public Speaking, FINRA, Financial Services, Finance, Insurance, Retirement
Education
Seton Hall University 1983 — 1987
BA, Communication
Jennison Associates January 2005 - Present
Munder Capital Management January 1997 - December 2004
MainStay Mutual Funds 1995 - 1997
Alliance Capital 1992 - 1995
Alliance Capital Management 1991 - 1995
Skills
Separately Managed..., Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Securities, Investment Advisory, Public Speaking, FINRA, Financial Services, Finance, Insurance, Retirement
Education
Seton Hall University 1983 — 1987
BA, Communication
Debby Gasperoni's Munder Capital Management Experience February 1993 - November 2012
Job Dream your Life... Live your Dream
Industry Health, Wellness and Fitness
Experience
FITTEAM GLOBAL October 2014 - Present
Innutra July 2013 - October 2014
Xyngular Corporation April 2012 - July 2013
Munder Capital Management February 1993 - November 2012
Munder Capital Management January 1996 - January 2007
The Pampered Chef January 2001 - January 2005
Munder Capital Management January 1993 - January 1996
Skills
Health Education, Weight Loss, Weight Management, Entrepreneurship, Entrepreneurship..., Personal Development, Leadership, Training, Marketing, Sales, Management, Logo Design, Strategic Planning, Customer Service, Graphic Design, Advertising, Direct Mail, Coaching, Newsletters
Education
Macomb Community College 1994 — 1994
Graphic Design courses completed
Oakland University 1988 — 1992
BA, Communication Arts, Advertising Minor
Mount Clemens High School 1984 — 1988
FITTEAM GLOBAL October 2014 - Present
Innutra July 2013 - October 2014
Xyngular Corporation April 2012 - July 2013
Munder Capital Management February 1993 - November 2012
Munder Capital Management January 1996 - January 2007
The Pampered Chef January 2001 - January 2005
Munder Capital Management January 1993 - January 1996
Skills
Health Education, Weight Loss, Weight Management, Entrepreneurship, Entrepreneurship..., Personal Development, Leadership, Training, Marketing, Sales, Management, Logo Design, Strategic Planning, Customer Service, Graphic Design, Advertising, Direct Mail, Coaching, Newsletters
Education
Macomb Community College 1994 — 1994
Graphic Design courses completed
Oakland University 1988 — 1992
BA, Communication Arts, Advertising Minor
Mount Clemens High School 1984 — 1988
Ann Putallaz's Munder Capital Management Experience January 1995 - June 2012
Job Principal at AFP Consulting, LLC
Industry Investment Management
Experience
AFP Consulting, LLC June 2012 - Present
Munder Capital Management January 1995 - June 2012
Skills
Asset Management, Alternative Investments, Investment Management, Mutual Funds, Investments, Analysis, Asset Managment, Finance, Equities, Portfolio Management, Fixed Income
Education
University of Michigan 1967 — 1973
M.A. & Ph.D., Economics
Smith College 1963 — 1967
B.A. Magna Cum Laude, Economics
AFP Consulting, LLC June 2012 - Present
Munder Capital Management January 1995 - June 2012
Skills
Asset Management, Alternative Investments, Investment Management, Mutual Funds, Investments, Analysis, Asset Managment, Finance, Equities, Portfolio Management, Fixed Income
Education
University of Michigan 1967 — 1973
M.A. & Ph.D., Economics
Smith College 1963 — 1967
B.A. Magna Cum Laude, Economics
Jacqueline Ashe's Munder Capital Management Experience 2000 - 2002
Job Senior Operations Analyst
Industry Financial Services
Experience
Comerica Securities 2002 - Present
Munder Capital Management 2000 - 2002
Skills
Series 7, Mutual Funds, Securities, Investments, Customer Relations, Equities, Excel, Customer Service, Banking, Process Improvement, Cash Management, Wealth Management, Fixed Income, Portfolio Management, Series 63, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Bloomberg Terminal, Investment Advisory, Strategic Financial..., Estate Planning, Financial Planning
Education
Clark University 1977 — 1981
BA, Economics
Comerica Securities 2002 - Present
Munder Capital Management 2000 - 2002
Skills
Series 7, Mutual Funds, Securities, Investments, Customer Relations, Equities, Excel, Customer Service, Banking, Process Improvement, Cash Management, Wealth Management, Fixed Income, Portfolio Management, Series 63, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Bloomberg Terminal, Investment Advisory, Strategic Financial..., Estate Planning, Financial Planning
Education
Clark University 1977 — 1981
BA, Economics
Daniel LeVan's Munder Capital Management Experience August 2007 - October 2014
Job Chief Investment Officer at Trivalent Investments
Industry Investment Management
Experience
Victory Capital Management October 2014 - Present
Munder Capital Management August 2007 - October 2014
The Boston Company 2003 - 2007
Standish, Ayer & Wood 1994 - 2001
Education
Clarkson University 1983 — 1987
Victory Capital Management October 2014 - Present
Munder Capital Management August 2007 - October 2014
The Boston Company 2003 - 2007
Standish, Ayer & Wood 1994 - 2001
Education
Clarkson University 1983 — 1987
Denise Pearman's Munder Capital Management Experience December 2011 - Present
Job Director at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Munder Capital Management December 2011 - Present
Henderson Global Investors July 2010 - December 2011
RiverSource Investments December 2005 - July 2010
Turner Investment Partners February 2002 - December 2005
Boston Partners Asset Management 1997 - 2001
Loomis, Sayles & Company 1995 - 1997
Education
Syracuse University 1989 — 1993
Dual Bachelor of Arts, Economics and Public Relations
Adam Morris's Munder Capital Management Experience April 2007 - July 2007
Job Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding June 2013 - Present
RBS Citizens Group August 2011 - June 2013
St. James's Place Wealth Management January 2010 - May 2010
Hantz Group May 2009 - July 2009
City of Southfield Treasury Department May 2008 - July 2008
Munder Capital Management April 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Statistical Modeling, Data Analysis, Microsoft Office, Banking, PowerPoint, Access, Project Management, Microsoft Word, Credit Analysis, Credit, Team Leadership, Commercial Banking, Business Strategy, Customer Service, Leadership, Accounting, Moody's Risk Analyst, Capital IQ
Education
Indiana University Bloomington 2007 — 2011
BS, Finance and International Business
Cranbrook Kingswood
Cranbrook Kingswood
Cranbrook Kingswood
Madison Capital Funding June 2013 - Present
RBS Citizens Group August 2011 - June 2013
St. James's Place Wealth Management January 2010 - May 2010
Hantz Group May 2009 - July 2009
City of Southfield Treasury Department May 2008 - July 2008
Munder Capital Management April 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Statistical Modeling, Data Analysis, Microsoft Office, Banking, PowerPoint, Access, Project Management, Microsoft Word, Credit Analysis, Credit, Team Leadership, Commercial Banking, Business Strategy, Customer Service, Leadership, Accounting, Moody's Risk Analyst, Capital IQ
Education
Indiana University Bloomington 2007 — 2011
BS, Finance and International Business
Cranbrook Kingswood
Cranbrook Kingswood
Cranbrook Kingswood
Dennis Fox, CFA's Munder Capital Management Experience August 2000 - February 2014
Job Senior Equity Trader at Janus Capital Group
Industry Investment Management
Experience
Munder Capital Management August 2000 - February 2014
Vantage Global Advisors April 1998 - August 2000
General Reinsurance June 1990 - April 1998
Education
Pace University - Lubin School of Business 1994 — 1997
MBA, Investment and Portfolio Management
University at Albany, SUNY 1983 — 1987
Munder Capital Management August 2000 - February 2014
Vantage Global Advisors April 1998 - August 2000
General Reinsurance June 1990 - April 1998
Education
Pace University - Lubin School of Business 1994 — 1997
MBA, Investment and Portfolio Management
University at Albany, SUNY 1983 — 1987
Irene Reiss-Marom's Munder Capital Management Experience April 1990 - April 1997
Job Private Banker for Wells Fargo Private Bank and Wealth Advisory Services
Industry Financial Services
Experience
Wells Fargo Private Bank February 2011 - September 2014
Marom Consulting Services January 2003 - May 2011
Jamison Prince Asset Management October 2001 - December 2002
Paine Webber, Inc. April 1997 - December 1999
Munder Capital Management April 1990 - April 1997
Prudential Securities 1985 - 1990
Skills
Financial Advisory, Investment Advisory, Asset Managment, Retail Banking, New Business Development, Marketing, Training and Coaching, Asset Management, Alternative Investments, Securities, Investment Management, Fixed Income, Equities, Mutual Funds, Financial Services, Investment Strategies, Separately Managed..., Portfolio Management, Marketing Strategy, Investments, Start-ups, Business Development, Finance, Due Diligence, Strategic Planning, Wealth Management, Series 7, Asset Allocation
Education
Binghamton University
Wells Fargo Private Bank February 2011 - September 2014
Marom Consulting Services January 2003 - May 2011
Jamison Prince Asset Management October 2001 - December 2002
Paine Webber, Inc. April 1997 - December 1999
Munder Capital Management April 1990 - April 1997
Prudential Securities 1985 - 1990
Skills
Financial Advisory, Investment Advisory, Asset Managment, Retail Banking, New Business Development, Marketing, Training and Coaching, Asset Management, Alternative Investments, Securities, Investment Management, Fixed Income, Equities, Mutual Funds, Financial Services, Investment Strategies, Separately Managed..., Portfolio Management, Marketing Strategy, Investments, Start-ups, Business Development, Finance, Due Diligence, Strategic Planning, Wealth Management, Series 7, Asset Allocation
Education
Binghamton University
Chip Hoisington's Munder Capital Management Experience February 2002 - November 2014
Job Investment Associate at R.H. Bluestein & Company
Industry Investment Management
Experience
R.H. Bluestein January 2015 - Present
Munder Capital Management February 2002 - November 2014
Munder Capital Management March 1997 - February 2002
Christopher Investment Company December 1995 - January 1997
Flame Furnace Company June 1994 - November 1995
Sanwa Leasing Corporation May 1989 - June 1994
Skills
ETFs, Series 7, Series 63, Financial Analysis, Equity Research, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Equities, Hedge Funds, Investment Strategies, Trading, Securities
Education
Walsh College 1993 — 1995
Master of Science (MS), Finance, with distinction
Walsh College of Accountancy and Business Administration 1985 — 1988
Bachelor of Business Administration (BBA), Finance
Macomb Community College 1981 — 1983
Associates of Applied Science, Marketing
R.H. Bluestein January 2015 - Present
Munder Capital Management February 2002 - November 2014
Munder Capital Management March 1997 - February 2002
Christopher Investment Company December 1995 - January 1997
Flame Furnace Company June 1994 - November 1995
Sanwa Leasing Corporation May 1989 - June 1994
Skills
ETFs, Series 7, Series 63, Financial Analysis, Equity Research, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Asset Allocation, Equities, Hedge Funds, Investment Strategies, Trading, Securities
Education
Walsh College 1993 — 1995
Master of Science (MS), Finance, with distinction
Walsh College of Accountancy and Business Administration 1985 — 1988
Bachelor of Business Administration (BBA), Finance
Macomb Community College 1981 — 1983
Associates of Applied Science, Marketing
Jackie Fraley's Munder Capital Management Experience January 2013 - December 2014
Job Strategy & Planning Director at MRM//McCann
Industry Financial Services
Experience
MRM//McCann February 2015 - Present
Munder Capital Management January 2013 - December 2014
Munder Capital Management January 2009 - December 2012
Munder Capital Management January 2001 - December 2008
Munder Capital Management January 1995 - December 2001
Roz & Sherm, Inc. March 1992 - June 1994
The Campus Shop DBA Maxwell January 1987 - February 1992
Skills
Microsoft Excel, Microsoft Word, CRM, CRM Integration, Print Management, Fulfillment Services, Mutual Funds, Constant Contact, SurveyMonkey, GoToMeeting, Project Planning, Problem Solving, Time Management, Campaigns, Web Analytics, Web Content, Web Development, Web Design, SharePoint, Target Marketing, Demographic Analysis, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Marketing, Management, Sales, Asset Management, Analytics, Analysis, Portfolio Management, Investments, Social Media Marketing
Education
Oakland Community College 1988 — 1993
Business/Commerce, General
Ernest W. Seaholm High School 1984 — 1988
MRM//McCann February 2015 - Present
Munder Capital Management January 2013 - December 2014
Munder Capital Management January 2009 - December 2012
Munder Capital Management January 2001 - December 2008
Munder Capital Management January 1995 - December 2001
Roz & Sherm, Inc. March 1992 - June 1994
The Campus Shop DBA Maxwell January 1987 - February 1992
Skills
Microsoft Excel, Microsoft Word, CRM, CRM Integration, Print Management, Fulfillment Services, Mutual Funds, Constant Contact, SurveyMonkey, GoToMeeting, Project Planning, Problem Solving, Time Management, Campaigns, Web Analytics, Web Content, Web Development, Web Design, SharePoint, Target Marketing, Demographic Analysis, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Marketing, Management, Sales, Asset Management, Analytics, Analysis, Portfolio Management, Investments, Social Media Marketing
Education
Oakland Community College 1988 — 1993
Business/Commerce, General
Ernest W. Seaholm High School 1984 — 1988
Michelle Bakken, CPP, PHR's Munder Capital Management Experience January 2000 - January 2002
Job Executive Relationship Manager at Ultimate Software
Industry Human Resources
Experience
Ultimate Software March 2014 - Present
Ultimate Software October 2012 - March 2014
Workday November 2011 - July 2012
ADP, Inc. July 2006 - November 2011
Stereotaxis December 2003 - July 2006
KSDK-TV NewsChannel 5 April 2002 - April 2003
Munder Capital Management January 2000 - January 2002
Datair Employee Benefit Systems, Inc. December 1987 - February 1999
Skills
ADP Payroll, HRIS, Employee Benefits, Payroll, Personnel Management, Benefits Administration, Workday, Deferred Compensation, Applicant Tracking..., SaaS, Business Intelligence, Process Improvement, Leadership, BPO, Cold Calling, Kronos, Onboarding, Salesforce.com, Enterprise Software, PeopleSoft, Analysis, Human Resources
Education
National Louis University 1995 — 1996
BS, Business Management
College of DuPage 1986 — 1992
Associates of Science, Nursing
Northern Illinois University 1985 — 1986
General
Ultimate Software March 2014 - Present
Ultimate Software October 2012 - March 2014
Workday November 2011 - July 2012
ADP, Inc. July 2006 - November 2011
Stereotaxis December 2003 - July 2006
KSDK-TV NewsChannel 5 April 2002 - April 2003
Munder Capital Management January 2000 - January 2002
Datair Employee Benefit Systems, Inc. December 1987 - February 1999
Skills
ADP Payroll, HRIS, Employee Benefits, Payroll, Personnel Management, Benefits Administration, Workday, Deferred Compensation, Applicant Tracking..., SaaS, Business Intelligence, Process Improvement, Leadership, BPO, Cold Calling, Kronos, Onboarding, Salesforce.com, Enterprise Software, PeopleSoft, Analysis, Human Resources
Education
National Louis University 1995 — 1996
BS, Business Management
College of DuPage 1986 — 1992
Associates of Science, Nursing
Northern Illinois University 1985 — 1986
General
Jon Wilcox, CMT's Munder Capital Management Experience February 2014 - December 2014
Job Director, Equity Trading at Munder Capital Management
Industry Investment Management
Experience
Beacon Brook January 2015 - Present
Munder Capital Management February 2014 - December 2014
Munder Capital Management June 2001 - January 2014
Morgan Stanley July 2000 - June 2001
Skills
Equities, Asset Management, Bloomberg, Mutual Funds, Series 7, Trading, ETFs, Alternative Investments, Asset Allocation, Series 63, Securities, Fixed Income, Hedge Funds, Equity Research, Investment Advisory, Separately Managed..., Portfolio Management, Electronic Trading, Bonds, Investments, Investment Management, Wealth Management, Bloomberg Terminal, Trading Systems, Equity Trading, FINRA, Derivatives
Education
Walsh College 2005 — 2009
MBA, Finance Specialization
Michigan State University - The Eli Broad College of Business 1995 — 2000
BA Finance
Beacon Brook January 2015 - Present
Munder Capital Management February 2014 - December 2014
Munder Capital Management June 2001 - January 2014
Morgan Stanley July 2000 - June 2001
Skills
Equities, Asset Management, Bloomberg, Mutual Funds, Series 7, Trading, ETFs, Alternative Investments, Asset Allocation, Series 63, Securities, Fixed Income, Hedge Funds, Equity Research, Investment Advisory, Separately Managed..., Portfolio Management, Electronic Trading, Bonds, Investments, Investment Management, Wealth Management, Bloomberg Terminal, Trading Systems, Equity Trading, FINRA, Derivatives
Education
Walsh College 2005 — 2009
MBA, Finance Specialization
Michigan State University - The Eli Broad College of Business 1995 — 2000
BA Finance
Brian Kozeliski, CFA, CAIA, FRM's Munder Capital Management Experience April 1999 - Present
Job Director of Quantitative and Risk Analysis
Industry Investment Management
Experience
Munder Capital Management April 1999 - Present
Munder Capital Management April 1999 - Present
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Asset Allocation, Fixed Income, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Hedge Funds, Financial Modeling, Investments, Series 7, Valuation, Securities, Bloomberg Terminal, Trading
Education
Thunderbird School of Global Management 1997 — 1998
MBA, Finance
Willamette University 1988 — 1992
Bachelor of Arts (BA), Mathematics and Spanish
Munder Capital Management April 1999 - Present
Munder Capital Management April 1999 - Present
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Asset Allocation, Fixed Income, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Hedge Funds, Financial Modeling, Investments, Series 7, Valuation, Securities, Bloomberg Terminal, Trading
Education
Thunderbird School of Global Management 1997 — 1998
MBA, Finance
Willamette University 1988 — 1992
Bachelor of Arts (BA), Mathematics and Spanish
Anne Nichols, CFA's Munder Capital Management Experience January 1995 - November 2000
Job Portfolio Manager at Comerica Bank
Industry Investment Management
Experience
Comerica Bank March 2009 - Present
NorthPointe Capital July 2005 - December 2008
Fifth Third Bank December 2000 - January 2004
Munder Capital Management January 1995 - November 2000
Woodbridge Capital Management June 1992 - December 1994
Manufacturers National Bank October 1988 - May 1992
Manufacturers National Bank of Detroit 1983 - 1992
Manufacturers National Bank August 1983 - September 1988
Skills
Asset Allocation, Equities, Portfolios, Equity Research, High Net Worth..., Investment Advisory, Wealth Management, Investments, Portfolio Management, Endowments
Education
Marquette University 1979 — 1983
BS Business Administration with a concentration in Finance, Finance, Economics
Comerica Bank March 2009 - Present
NorthPointe Capital July 2005 - December 2008
Fifth Third Bank December 2000 - January 2004
Munder Capital Management January 1995 - November 2000
Woodbridge Capital Management June 1992 - December 1994
Manufacturers National Bank October 1988 - May 1992
Manufacturers National Bank of Detroit 1983 - 1992
Manufacturers National Bank August 1983 - September 1988
Skills
Asset Allocation, Equities, Portfolios, Equity Research, High Net Worth..., Investment Advisory, Wealth Management, Investments, Portfolio Management, Endowments
Education
Marquette University 1979 — 1983
BS Business Administration with a concentration in Finance, Finance, Economics
John Evers's Munder Capital Management Experience August 2007 - April 2013
Job Senior Portfolio Manager at Munder Capital Management
Industry Capital Markets
Experience
Munder Capital Management August 2007 - April 2013
The Boston Company January 2001 - August 2007
Wellington Management April 1994 - May 1998
Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...
Education
Boston College 1998 — 1999
M.S.F, Finance
University of Maine 1987 — 1991
B.S., Finance
Munder Capital Management August 2007 - April 2013
The Boston Company January 2001 - August 2007
Wellington Management April 1994 - May 1998
Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...
Education
Boston College 1998 — 1999
M.S.F, Finance
University of Maine 1987 — 1991
B.S., Finance
Brian Wall, CFA's Munder Capital Management Experience 1994 - 2000
Job Sr. Portfolio Manager at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank September 2007 - Present
NorthPointe Capital February 2000 - September 2007
Munder Capital Management 1994 - 2000
Merrill Lynch March 1992 - March 1994
Ohio Public Employees Retirement System 1986 - 1992
Skills
Asset Allocation, Financial Analysis, Investment Management
Education
Bowling Green State University 1984 — 1986
Master of Business Administration (MBA), Finance, General
The Ohio State University 1979 — 1984
BS, Wildlife Management
Huntington National Bank September 2007 - Present
NorthPointe Capital February 2000 - September 2007
Munder Capital Management 1994 - 2000
Merrill Lynch March 1992 - March 1994
Ohio Public Employees Retirement System 1986 - 1992
Skills
Asset Allocation, Financial Analysis, Investment Management
Education
Bowling Green State University 1984 — 1986
Master of Business Administration (MBA), Finance, General
The Ohio State University 1979 — 1984
BS, Wildlife Management
Nancy Welling's Munder Capital Management Experience 2008 - 2011
Job Institutional Investment Management Marketing Director
Industry Investment Management
Experience
Munder Capital Management 2008 - 2011
Wellington Management Company,llp 1989 - 2006
Constitution Capital Management 1987 - 1989
Oppenheimer Capital Corporation 1982 - 1987
Skills
Equities, Hedge Funds, New Business Development, Asset Allocation, Investor Relations, Fixed Income Strategies, Investments, Portfolio Management, Business Development, Investment Management, Investment Strategies, Pension Funds, Alternative Investments, Mutual Funds, Financial Services, Asset Management, Fixed Income, Series 7, Investment Advisory, Institutional..., Private Equity, Bonds, ETFs, Capital Markets, Institutional, Emerging Markets, Financial Markets, Pensions, Strategic Financial..., Relationship Management, Marketing, Securities, Bloomberg, Wealth Management
Education
Keene State College 1977 — 1980
BA, Political Science, cum laude
Munder Capital Management 2008 - 2011
Wellington Management Company,llp 1989 - 2006
Constitution Capital Management 1987 - 1989
Oppenheimer Capital Corporation 1982 - 1987
Skills
Equities, Hedge Funds, New Business Development, Asset Allocation, Investor Relations, Fixed Income Strategies, Investments, Portfolio Management, Business Development, Investment Management, Investment Strategies, Pension Funds, Alternative Investments, Mutual Funds, Financial Services, Asset Management, Fixed Income, Series 7, Investment Advisory, Institutional..., Private Equity, Bonds, ETFs, Capital Markets, Institutional, Emerging Markets, Financial Markets, Pensions, Strategic Financial..., Relationship Management, Marketing, Securities, Bloomberg, Wealth Management
Education
Keene State College 1977 — 1980
BA, Political Science, cum laude
Adam Thayer, CFA's Munder Capital Management Experience July 2000 - Present
Job Senior Portfolio Manager at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management July 2000 - Present
Skills
Mutual Funds, Portfolio Management, Trading, Separately Managed..., Bloomberg, Investment Management, Municipal Bonds, Bonds, Wealth Management, Series 63, Series 7, Bloomberg Terminal, Security Analysis, Investments, Asset Management, Fixed Income, Investment Strategies
Education
Michigan State University 1994 — 1998
BFA, Finance
Birmingham City University 1996 — 1996
Finance, General
Munder Capital Management July 2000 - Present
Skills
Mutual Funds, Portfolio Management, Trading, Separately Managed..., Bloomberg, Investment Management, Municipal Bonds, Bonds, Wealth Management, Series 63, Series 7, Bloomberg Terminal, Security Analysis, Investments, Asset Management, Fixed Income, Investment Strategies
Education
Michigan State University 1994 — 1998
BFA, Finance
Birmingham City University 1996 — 1996
Finance, General
Jeff Pike's Munder Capital Management Experience May 1998 - August 1998
Job Tax/Accounting/Finance Professional
Industry Accounting
Experience
The Village of East Harbor September 2010 - Present
SEMCO Energy, Inc. August 2004 - February 2015
Ernst & Young September 2011 - February 2012
Deloitte & Touche September 2000 - August 2004
Munder Capital Management May 1998 - August 1998
Munder Capital Management September 1997 - December 1997
Skills
Auditing, Accounting, Corporate Tax, Financial Analysis, Tax, Tax Accounting, Microsoft Office, Tax Preparation, Project Planning, Analysis, General Ledger, FAS 5, Project Coordination
Education
Walsh College of Accountancy and Business Administration 2005 — 2008
MBA, Finance
Oakland University 1994 — 2000
BS, Accounting
Oakland University 1994 — 2000
BS, Finance
The Village of East Harbor September 2010 - Present
SEMCO Energy, Inc. August 2004 - February 2015
Ernst & Young September 2011 - February 2012
Deloitte & Touche September 2000 - August 2004
Munder Capital Management May 1998 - August 1998
Munder Capital Management September 1997 - December 1997
Skills
Auditing, Accounting, Corporate Tax, Financial Analysis, Tax, Tax Accounting, Microsoft Office, Tax Preparation, Project Planning, Analysis, General Ledger, FAS 5, Project Coordination
Education
Walsh College of Accountancy and Business Administration 2005 — 2008
MBA, Finance
Oakland University 1994 — 2000
BS, Accounting
Oakland University 1994 — 2000
BS, Finance
Tim Bresnahan's Munder Capital Management Experience April 2005 - December 2007
Job Vice President Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Stephen Puhr's Munder Capital Management Experience 1992 - 1995
Job Sr. Director of ALM and Investments at Arizona Federal Credit Union
Industry Financial Services
Experience
Arizona Federal Credit Union 2014 - Present
Pima Leasing & Financing Corporation September 2010 - November 2013
Investment Managemet Consultant July 2006 - September 2010
Wealth Management March 2003 - July 2006
Wells Fargo Private Bank March 2000 - April 2003
Bravura Financial Services December 1995 - March 2000
Munder Capital Management 1992 - 1995
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Series 7, Fixed Income, Asset Allocation, Mutual Funds, Securities, Bonds, Financial Markets, Investment Management, Equity Research, Financial Services, Finance, Financial Modeling, Banking, Financial Risk, Strategy, Asset Management
Education
University of Michigan 1987 — 1991
MBA, Corporate Strategies
Marquette University 1978 — 1982
Business Administration, Finance
Arizona Federal Credit Union 2014 - Present
Pima Leasing & Financing Corporation September 2010 - November 2013
Investment Managemet Consultant July 2006 - September 2010
Wealth Management March 2003 - July 2006
Wells Fargo Private Bank March 2000 - April 2003
Bravura Financial Services December 1995 - March 2000
Munder Capital Management 1992 - 1995
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Series 7, Fixed Income, Asset Allocation, Mutual Funds, Securities, Bonds, Financial Markets, Investment Management, Equity Research, Financial Services, Finance, Financial Modeling, Banking, Financial Risk, Strategy, Asset Management
Education
University of Michigan 1987 — 1991
MBA, Corporate Strategies
Marquette University 1978 — 1982
Business Administration, Finance
Arnie Douville's Munder Capital Management Experience August 1989 - September 1997
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Blackthorn Group llc. February 2010 - October 2010
American Century Inv. 1997 - 2008
Munder Capital Management August 1989 - September 1997
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, FInance/Economics
U.S. Air Force Institute of Technology 1983 — 1985
M.S., Management Science
United States Air Force Academy 1974 — 1978
B.S., International Economics/Econometrics
Blackthorn Group llc. February 2010 - October 2010
American Century Inv. 1997 - 2008
Munder Capital Management August 1989 - September 1997
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, FInance/Economics
U.S. Air Force Institute of Technology 1983 — 1985
M.S., Management Science
United States Air Force Academy 1974 — 1978
B.S., International Economics/Econometrics
Matthew Espinosa's Munder Capital Management Experience July 2009 - Present
Job Operations Specialist at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management July 2009 - Present
Telemus Capital Partners April 2008 - July 2009
Aerotek Commercial Staffing August 2007 - April 2008
Education
Eastern Michigan University
B.S., Mathematics/Economics
Munder Capital Management July 2009 - Present
Telemus Capital Partners April 2008 - July 2009
Aerotek Commercial Staffing August 2007 - April 2008
Education
Eastern Michigan University
B.S., Mathematics/Economics
Chuck Bolanowski's Munder Capital Management Experience July 2000 - December 2007
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management December 2007 - Present
Munder Capital Management July 2000 - December 2007
Alliance Capital Management November 1992 - June 2000
Skills
Fixed Income, Mutual Funds, Series 7, Equities, Portfolio Management, Investments, Asset Management, Alternative Investments, Series 63, Securities, Hedge Funds, Bloomberg, Series 67, Wholesaler
Education
Drew University 1985 — 1989
BA, Economics
Wells Fargo Asset Management December 2007 - Present
Munder Capital Management July 2000 - December 2007
Alliance Capital Management November 1992 - June 2000
Skills
Fixed Income, Mutual Funds, Series 7, Equities, Portfolio Management, Investments, Asset Management, Alternative Investments, Series 63, Securities, Hedge Funds, Bloomberg, Series 67, Wholesaler
Education
Drew University 1985 — 1989
BA, Economics
Mark Saint Aubyn Graham's Munder Capital Management Experience July 2000 - June 2001
Job Director at HerPersonalFeminineCareProducts,Inc.
Industry Consumer Goods
Experience
HerPersonalFeminineCareProducts,Inc. June 2002 - Present
Sajenics Corporation January 2001 - Present
https://www.herpersonal.net May 2000 - Present
Munder Capital Management July 2000 - June 2001
SunAmerica Mutual Funds 1998 - 1999
Education
Penn State University 1988 — 1992
BS in Finance & Minor in Economics & History, Finance, Economics & History
HerPersonalFeminineCareProducts,Inc. June 2002 - Present
Sajenics Corporation January 2001 - Present
https://www.herpersonal.net May 2000 - Present
Munder Capital Management July 2000 - June 2001
SunAmerica Mutual Funds 1998 - 1999
Education
Penn State University 1988 — 1992
BS in Finance & Minor in Economics & History, Finance, Economics & History
Al Hassinger's Munder Capital Management Experience January 2008 - February 2012
Job Financial Advisor / Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Robert W. Baird & Co. August 2013 - Present
DNA Real Estate Holdings February 2012 - January 2013
Munder Capital Management January 2008 - February 2012
A.G. Edwards February 1997 - September 2008
Arnhold and S Bleischroder January 1996 - January 1997
Abaco International January 1993 - January 1996
Ord Minnett 1989 - 1993
Skills
Bloomberg, Equities, Trading, Charles River, FX Connect, Michigan Health and..., Finance, Fixed Income, Trading Strategies, Electronic Trading, Charles River IMS, Series 7, Series 63, Hedge Funds, Financial Services, Portfolio Management, CRM, Mutual Funds, Investments, FX Options, Financial Risk, Asset Management, ETFs
Education
Rutgers University
Bachelor's of Science, Economics
Rutgers University-New Brunswick
Bachelor of Applied Science (BASc), Economics
Andrea Leistra's Munder Capital Management Experience April 1997 - October 2014
Job Director, Institutional Markets at Victory Capital
Industry Investment Management
Experience
Victory Capital November 2014 - Present
Harding Energy, Inc. September 2013 - Present
Munder Capital Management April 1997 - October 2014
The Community House January 2008 - December 2013
Munder Capital Management April 1995 - April 1997
Old Kent Bank October 1992 - March 1995
Skills
Investments, Equities, Equity Research, M&A experience, Fixed Income, Investment Strategies, ETFs, Securities, Asset Allocation, Investment Advisory, Investment Management, Series 7, Wealth Management
Education
Wayne State University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Calvin College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Victory Capital November 2014 - Present
Harding Energy, Inc. September 2013 - Present
Munder Capital Management April 1997 - October 2014
The Community House January 2008 - December 2013
Munder Capital Management April 1995 - April 1997
Old Kent Bank October 1992 - March 1995
Skills
Investments, Equities, Equity Research, M&A experience, Fixed Income, Investment Strategies, ETFs, Securities, Asset Allocation, Investment Advisory, Investment Management, Series 7, Wealth Management
Education
Wayne State University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Calvin College 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Timothy Uecker, CIMA's Munder Capital Management Experience August 1997 - March 2002
Job National Sales Manager at Jennison Associates
Industry Investment Management
Experience
Jennison Associates March 2002 - Present
Munder Capital Management August 1997 - March 2002
Skills
Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Mutual Funds, Series 63, Asset Allocation, FINRA, Investment Strategies, Series 24
Education
Doane College 1986 — 1990
BA, Economics
Jennison Associates March 2002 - Present
Munder Capital Management August 1997 - March 2002
Skills
Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Mutual Funds, Series 63, Asset Allocation, FINRA, Investment Strategies, Series 24
Education
Doane College 1986 — 1990
BA, Economics
Andrew Upward's Munder Capital Management Experience January 1999 - January 2002
Job Market Structure Analyst at Rosenblatt Securities
Industry Financial Services
Experience
Rosenblatt Securities February 2013 - Present
Fidelity Capital Markets September 2011 - January 2013
Fidelity Capital Markets November 2008 - September 2011
BNY ConvergEx Group May 2007 - November 2008
Midwood Securities August 2005 - May 2007
Harborside Securities August 2003 - May 2005
Munder Capital Management January 1999 - January 2002
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Hedge Funds, Market Structure, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Fixed Income
Education
Detroit Country Day School 1999 — 2003
High School
Kalamazoo College 1999 — 2003
B.A. Degree, Economics
Rosenblatt Securities February 2013 - Present
Fidelity Capital Markets September 2011 - January 2013
Fidelity Capital Markets November 2008 - September 2011
BNY ConvergEx Group May 2007 - November 2008
Midwood Securities August 2005 - May 2007
Harborside Securities August 2003 - May 2005
Munder Capital Management January 1999 - January 2002
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Hedge Funds, Market Structure, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Fixed Income
Education
Detroit Country Day School 1999 — 2003
High School
Kalamazoo College 1999 — 2003
B.A. Degree, Economics
Benjamin Upward, CMT's Munder Capital Management Experience 2000 - 2008
Job Synchronicity Futures, LLC
Industry Financial Services
Experience
Synchronicity Futures, LLC June 2015 - Present
Robinson Capital Management, LLC January 2013 - June 2015
Telemus Capital Partners May 2008 - December 2012
Munder Capital Management 2000 - 2008
Skills
Series 7, Investments, Series 63, Portfolio Management, Bloomberg, Trading, Asset Allocation, Equities, ETFs, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Securities, Fixed Income, Investment Management, Equity Research
Education
Albion College 1998 — 2000
Bachelor's degree, Economics and Political Science
Claremont McKenna College 1996 — 1998
Transfered to Albion after Sophomore year, Government
Detroit Country Day School 1992 — 1996
Covington Middle School 1989 — 1992
Synchronicity Futures, LLC June 2015 - Present
Robinson Capital Management, LLC January 2013 - June 2015
Telemus Capital Partners May 2008 - December 2012
Munder Capital Management 2000 - 2008
Skills
Series 7, Investments, Series 63, Portfolio Management, Bloomberg, Trading, Asset Allocation, Equities, ETFs, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Securities, Fixed Income, Investment Management, Equity Research
Education
Albion College 1998 — 2000
Bachelor's degree, Economics and Political Science
Claremont McKenna College 1996 — 1998
Transfered to Albion after Sophomore year, Government
Detroit Country Day School 1992 — 1996
Covington Middle School 1989 — 1992
Barbara Connett's Munder Capital Management Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Munder Capital Management 2007 - 2008
United States Air Force August 1973 - February 1997
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Investment Advisory, Retirement Planning, Wealth Management, Equities
Education
Colorado State University
BS - Business Administration
Webster University
MA - Management
Munder Capital Management 2007 - 2008
United States Air Force August 1973 - February 1997
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Investment Advisory, Retirement Planning, Wealth Management, Equities
Education
Colorado State University
BS - Business Administration
Webster University
MA - Management
Randy Parpart's Munder Capital Management Experience July 1998 - April 2003
Job Vice President / Client Advisor at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2003 - Present
Munder Capital Management July 1998 - April 2003
Munder Capital Management January 2000 - March 2003
Skills
Mutual Funds, Wealth Management, Equities
Education
Olivet Nazarene University 1990 — 1994
BS, Finance
Merrillville High School 1987 — 1990
J.P. Morgan Asset Management April 2003 - Present
Munder Capital Management July 1998 - April 2003
Munder Capital Management January 2000 - March 2003
Skills
Mutual Funds, Wealth Management, Equities
Education
Olivet Nazarene University 1990 — 1994
BS, Finance
Merrillville High School 1987 — 1990
Michael Vandenbossche, CFA's Munder Capital Management Experience December 1998 - May 2012
Job Vice President at Boyd Watterson Asset Management, LLC
Industry Investment Management
Experience
Boyd Watterson Asset Management, LLC October 2014 - Present
Ambassador Capital Management May 2013 - October 2014
Ambassador Capital Management May 2012 - May 2013
Munder Capital Management December 1998 - May 2012
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Investments, Alternative Investments, Equities, Series 7, Fixed Income, Investment Management, ETFs, Securities, Hedge Funds, Investment Advisory
Education
Western Michigan University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Central Michigan University 1985 — 1989
Bachelor of Arts (BA), Finance, General
Boyd Watterson Asset Management, LLC October 2014 - Present
Ambassador Capital Management May 2013 - October 2014
Ambassador Capital Management May 2012 - May 2013
Munder Capital Management December 1998 - May 2012
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Investments, Alternative Investments, Equities, Series 7, Fixed Income, Investment Management, ETFs, Securities, Hedge Funds, Investment Advisory
Education
Western Michigan University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Central Michigan University 1985 — 1989
Bachelor of Arts (BA), Finance, General
Lynn Norris's Munder Capital Management Experience April 1991 - Present
Job Staffing and Benefits Manager at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management April 1991 - Present
Permanent Staff/Temporary Resources September 1990 - April 1991
Merrill Lynch September 1986 - June 1990
Skills
Employee Relations, Performance Management, Recruiting, Policy, Employee Benefits, Customer Service, Microsoft Excel, Talent Acquisition
Education
Saint Mary's College
B.A., History; Secondary Education
Munder Capital Management April 1991 - Present
Permanent Staff/Temporary Resources September 1990 - April 1991
Merrill Lynch September 1986 - June 1990
Skills
Employee Relations, Performance Management, Recruiting, Policy, Employee Benefits, Customer Service, Microsoft Excel, Talent Acquisition
Education
Saint Mary's College
B.A., History; Secondary Education
Kimberly Poulos's Munder Capital Management Experience January 2003 - January 2006
Job Vista Travel Inc.
Industry Leisure, Travel & Tourism
Experience
New Beginnings Medical October 2014 - Present
Vista Travel Inc. January 2007 - Present
Parasol Patio Furniture March 2012 - May 2014
Munder Capital Management January 2003 - January 2006
BankBoston June 1996 - January 1998
Bombard European Balloon Adventures January 1993 - July 1996
Skills
Investments, Marketing Strategy, Market Research, Selling, Team Building, Direct Sales, Contract Negotiation, Market Analysis, New Business Development, Microsoft Office, Public Relations, International Business, PowerPoint, Real Estate, Business Development, First Time Home Buyers, Customer Service, Strategic Planning, Start-ups, Business Planning, Sales Management, Negotiation, Microsoft Excel, Leadership, Sales, Marketing, Honeymoons, Competitive Analysis, Adventure Travel, Event Management
Education
Virtuoso Voyager Club Host 2010 — 2015
Certified, Luxury cruise line group host
US Army Medical Corps 1988 — 1991
Honorable Discharge & Gulf War Veteran, Combat Medic
Boston College 1989 — 1990
SST Travel Academy 1985 — 1985
Graduate, Tourism and Travel Services Marketing Operations
Stephens College 1982 — 1984
Anthropology
San Diego Mesa College 1980 — 1981
American School of Mallorca, Spain 1977 — 1980
New Beginnings Medical October 2014 - Present
Vista Travel Inc. January 2007 - Present
Parasol Patio Furniture March 2012 - May 2014
Munder Capital Management January 2003 - January 2006
BankBoston June 1996 - January 1998
Bombard European Balloon Adventures January 1993 - July 1996
Skills
Investments, Marketing Strategy, Market Research, Selling, Team Building, Direct Sales, Contract Negotiation, Market Analysis, New Business Development, Microsoft Office, Public Relations, International Business, PowerPoint, Real Estate, Business Development, First Time Home Buyers, Customer Service, Strategic Planning, Start-ups, Business Planning, Sales Management, Negotiation, Microsoft Excel, Leadership, Sales, Marketing, Honeymoons, Competitive Analysis, Adventure Travel, Event Management
Education
Virtuoso Voyager Club Host 2010 — 2015
Certified, Luxury cruise line group host
US Army Medical Corps 1988 — 1991
Honorable Discharge & Gulf War Veteran, Combat Medic
Boston College 1989 — 1990
SST Travel Academy 1985 — 1985
Graduate, Tourism and Travel Services Marketing Operations
Stephens College 1982 — 1984
Anthropology
San Diego Mesa College 1980 — 1981
American School of Mallorca, Spain 1977 — 1980
Fadi Nona's Munder Capital Management Experience 1999 - 2001
Job Management Consultant ► Specialist in Business Development, Power Brokering, Sales / M&A Leadership & Risk Management
Industry Management Consulting
Experience
Knight Capital Partners 2010 - Present
Sweet Futures 2010 - 2013
Q3 Asset Management 2010 - 2012
Coastal Equities, Inc. 2003 - 2012
Munder Capital Management 1999 - 2001
Skills
Business Development, Management, Sales Management, CRM, Client Relationship..., Product Development, Sales, Referrals, Sales Team Recruitment,..., Presentations, Risk Tolerance..., Institutional Account..., Presentations & Public..., Asset Management, Power Brokering, Strategic Planning, Business Solutions..., New Product Launch, Referral Business..., Management Consulting, Global Expansion..., M&A Advising, Offshore Outsourcing, Strategic Partnerships, M&A Due Diligence, M&A Feasibility Reviews, Complex Negotiations, Divestitures, Risk Management, Corporate Valuation..., Deal Structuring, Post-Acquisition..., Market Analysis, Account Management, Revenue & Profit Growth, P&L Management, Global Market..., Project Finance, Project Management, Distribution Deals, Licensing Deals, Process Improvement, Sales Training, Pipeline Management, Lead Generation, EMEA Market Growth, Manufacturing, Telecommunications, Retail, Chemicals
Education
Loyola University of Chicago 1995 — 1999
Bachelor of Business Administration, Dual Major in Corporate Finance & International Business, Minor in Economics
Knight Capital Partners 2010 - Present
Sweet Futures 2010 - 2013
Q3 Asset Management 2010 - 2012
Coastal Equities, Inc. 2003 - 2012
Munder Capital Management 1999 - 2001
Skills
Business Development, Management, Sales Management, CRM, Client Relationship..., Product Development, Sales, Referrals, Sales Team Recruitment,..., Presentations, Risk Tolerance..., Institutional Account..., Presentations & Public..., Asset Management, Power Brokering, Strategic Planning, Business Solutions..., New Product Launch, Referral Business..., Management Consulting, Global Expansion..., M&A Advising, Offshore Outsourcing, Strategic Partnerships, M&A Due Diligence, M&A Feasibility Reviews, Complex Negotiations, Divestitures, Risk Management, Corporate Valuation..., Deal Structuring, Post-Acquisition..., Market Analysis, Account Management, Revenue & Profit Growth, P&L Management, Global Market..., Project Finance, Project Management, Distribution Deals, Licensing Deals, Process Improvement, Sales Training, Pipeline Management, Lead Generation, EMEA Market Growth, Manufacturing, Telecommunications, Retail, Chemicals
Education
Loyola University of Chicago 1995 — 1999
Bachelor of Business Administration, Dual Major in Corporate Finance & International Business, Minor in Economics
Dawn Kurek's Munder Capital Management Experience 1993 - 2011
Job Certified Elementary Teacher
Industry Primary/Secondary Education
Experience
Ambassador Capital Management September 2011 - June 2012
Munder Capital Management 1993 - 2011
Skills
Microsoft Office, Microsoft Excel, Investments, Mutual Funds, Portfolio Management, Process Improvement, Risk Management, Analysis, Insurance, Finance, Banking, Accounting, Strategic Financial..., Financial Analysis, Access, Equities, Asset Management, Strategic Planning, Leadership, Management, Customer Service
Education
University of Phoenix 2012 — 2013
Olivet Nazarene University
Ambassador Capital Management September 2011 - June 2012
Munder Capital Management 1993 - 2011
Skills
Microsoft Office, Microsoft Excel, Investments, Mutual Funds, Portfolio Management, Process Improvement, Risk Management, Analysis, Insurance, Finance, Banking, Accounting, Strategic Financial..., Financial Analysis, Access, Equities, Asset Management, Strategic Planning, Leadership, Management, Customer Service
Education
University of Phoenix 2012 — 2013
Olivet Nazarene University
Jena Storm Stacey's Munder Capital Management Experience April 2006 - April 2009
Job Historic Preservation Professional looking for a position as an architectural historian or in museums.
Industry Museums and Institutions
Experience
Farmington Historical Commission April 2013 - Present
Historic Greenmead October 2005 - July 2014
Edsel & Eleanor Ford House 2010 - 2011
Munder Capital Management April 2006 - April 2009
First Congregational Church of Detroit January 2005 - June 2005
Exchange Capital Management, Inc. September 2003 - September 2004
Munder Capital Management October 1998 - February 2003
Munder Capital Management October 1997 - October 1998
Munder Capital Management February 1996 - October 1997
Smith Barney May 1994 - February 1996
Skills
Public Speaking, Fundraising, Museums, Microsoft Office, History, Nonprofits, Community Outreach, Customer Service, Editing, Leadership, Research, Volunteer Management
Education
Eastern Michigan University 2004 — 2011
Master's of Science, Historic Preservation and Conservation
Indiana University Bloomington 1991 — 1993
Bachelor of Arts (B.A.), French Language and Literature
Farmington Historical Commission April 2013 - Present
Historic Greenmead October 2005 - July 2014
Edsel & Eleanor Ford House 2010 - 2011
Munder Capital Management April 2006 - April 2009
First Congregational Church of Detroit January 2005 - June 2005
Exchange Capital Management, Inc. September 2003 - September 2004
Munder Capital Management October 1998 - February 2003
Munder Capital Management October 1997 - October 1998
Munder Capital Management February 1996 - October 1997
Smith Barney May 1994 - February 1996
Skills
Public Speaking, Fundraising, Museums, Microsoft Office, History, Nonprofits, Community Outreach, Customer Service, Editing, Leadership, Research, Volunteer Management
Education
Eastern Michigan University 2004 — 2011
Master's of Science, Historic Preservation and Conservation
Indiana University Bloomington 1991 — 1993
Bachelor of Arts (B.A.), French Language and Literature
Christie Browne's Munder Capital Management Experience 2008 - 2008
Job Student at Colby College
Industry Design
Experience
MWBFC Trust 2011 - Present
Salem Beer Works 2011 - 2012
The Landing at 7 Central 2010 - 2011
Manchester Historical Society 2010 - 2010
Munder Capital Management 2008 - 2008
Cell Signaling Technology 2005 - 2008
Manchester Sailing Association 2002 - 2005
Skills
Art History, Art, Research, Writing, History, American History, French, Communication, Customer Service
Education
Colby College 2006 — 2013
Bachelor of Arts (BA), Art, History
Harvard University Graduate School of Design 2012 — 2012
Career Discovery, Architecture
Université Paris Sorbonne (Paris IV) 2009 — 2009
Junior Semester Abroad with EDUCO Program (Emory, Duke, Cornell)
Manchester Essex Regional High School 2002 — 2006
Diploma
MWBFC Trust 2011 - Present
Salem Beer Works 2011 - 2012
The Landing at 7 Central 2010 - 2011
Manchester Historical Society 2010 - 2010
Munder Capital Management 2008 - 2008
Cell Signaling Technology 2005 - 2008
Manchester Sailing Association 2002 - 2005
Skills
Art History, Art, Research, Writing, History, American History, French, Communication, Customer Service
Education
Colby College 2006 — 2013
Bachelor of Arts (BA), Art, History
Harvard University Graduate School of Design 2012 — 2012
Career Discovery, Architecture
Université Paris Sorbonne (Paris IV) 2009 — 2009
Junior Semester Abroad with EDUCO Program (Emory, Duke, Cornell)
Manchester Essex Regional High School 2002 — 2006
Diploma
Stephanie Paris, BA, CPCS's Munder Capital Management Experience November 1999 - February 2009
Job Credentialing Specialist at Mercy Memorial Hospital System
Industry Hospital & Health Care
Experience
Mercy Memorial Hospital System May 2010 - Present
Munder Capital Management November 1999 - February 2009
Skills
Microsoft Excel, Microsoft Word, Cactus, CPCS, Medical Staff..., Customer Service
Education
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Social Relations - James Madison College
Mercy Memorial Hospital System May 2010 - Present
Munder Capital Management November 1999 - February 2009
Skills
Microsoft Excel, Microsoft Word, Cactus, CPCS, Medical Staff..., Customer Service
Education
Michigan State University 1995 — 1999
Bachelor of Arts (BA), Social Relations - James Madison College
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial