Nationwide Funds Group
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Nationwide Funds Group Employees
Nationwide Funds Group December 2009 - July 2015
BNY Mellon July 1996 - May 2008
BNY Asset Management 1993 - 1996
Bank of New York July 1987 - August 1993
Skills
Securities, Portfolio Management, Asset Management, Investments, Alternative Investments, Derivatives, Fixed Income, Asset Managment, Trading, Series 7, Mutual Funds, Equities
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
mba, finance
Southern Connecticut State University 1982 — 1984
bachelors of science, economics/finance
First Allied Securities, Inc. April 2015 - Present
LPL Financial February 2011 - April 2013
Nationwide Funds Group November 2007 - December 2008
Nationwide Financial 2000 - 2007
Nationwide Financial 1999 - 2000
Nationwide Financial 1996 - 1999
Nationwide Insurance 1992 - 1996
The Ohio Company (Fifth Third Securities) 1990 - 1991
Skills
Series 7, Mutual Funds, Life Insurance, Financial Advisory, Long-term Care, Retirement, Fixed Annuities, Securities, Investments, 401k, Financial Planning, Investment Strategies, Negotiation, Series 6, Series 63, Financial Services, Creative Writing, New Business Development, Investment Advisory, Finance, Retirement Planning, Wealth Management, Technical Writing, Team Leadership, Alternative Investments, Contract Negotiation, Strategic Planning, Asset Allocation, Strategic Partnerships, User Experience, Team Building, Pensions, Variable Annuities, Management, Insurance, Sales, Relationship Management, FINRA
Education
Franklin University
MBA, Businesss Administration
The Ohio State University Fisher College of Business
BSBA, Business Administration
Hartford Funds March 2015 - Present
Hartford Funds August 2012 - February 2015
Appletree Answers August 2010 - August 2012
CRM Manager September 2008 - July 2010
Aberdeen Asset Management April 2008 - August 2008
Nationwide Funds Group March 2007 - April 2008
Nationwide Funds Group 2002 - February 2007
Nationwide Funds Group 2001 - 2002
Nationwide Funds Group December 1999 - 2000
Bloomberg Financial Markets October 1997 - December 1999
Skills
Salesforce.com, SaaS, Social Media, E-business, CRM
Education
Seton Hall University 1989 — 1993
BA, Communications
Nationwide Funds Group April 2014 - Present
Nationwide April 2013 - April 2014
Coastal Carolina University August 2012 - December 2012
Coastal Carolina University January 2009 - December 2012
Citi July 2011 - December 2011
Coastal Carolina University August 2010 - May 2011
Vector Marketing May 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Management, Analysis, Corporate Finance, Emerging Markets, Leadership, Marketing, Public Speaking, Banking, PowerPoint, Finance, Data Analysis, Sales, Economics, Time Management, Organization, Teamwork, Market Research, Microsoft Office, Financial Services, Social Networking, Mutual Funds
Education
Coastal Carolina University 2008 — 2012
BS.BA, Economics
Nationwide Funds Group November 2007 - Present
SEI Investments October 2006 - November 2007
SEI Investments October 2000 - November 2006
Skills
Fund Accounting, Mutual Funds, Fund Of Funds, ETFs, Securities, Bloomberg, Bloomberg Terminal, Series 7, Fixed Income, Equities
Education
Saint Joseph's University 2003 — 2005
MBA
Bloomsburg University of Pennsylvania
BS, Accounting
Roch Capital Inc. December 2011 - Present
Applied Card Systems, Inc. October 2007 - December 2011
Nationwide Funds Group October 2005 - September 2007
PFPC Worldwide Inc. July 1998 - October 2005
BlackRock, Inc. November 1997 - July 1998
PNC Financial Services Group, Inc. February 1996 - July 1998
PNC National Bank September 1992 - February 1996
PNC Bank, N.A. November 1990 - June 1993
Wilmington Savings Fund Society, FSB June 1987 - November 1990
KPMG August 1983 - June 1987
Skills
Portfolio Management, Asset Managment, Investments, Accounting, Asset Management, Private Equity, Mergers & Acquisitions, Analysis, Auditing, Equities, Risk Management, Financial Reporting, Financial Modeling, Strategic Financial..., Management, Financial Services, Finance, Cash Management, Banking, Financial Analysis, Executive Management, Financial Risk, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Credit
Education
Gettysburg College 1979 — 1983
Nationwide Funds Group October 2007 - Present
PrinterLink Communications Group, Inc. January 2006 - October 2007
Liberty Ridge Capital (PBHG Funds) formerly Pilgrim Baxter & Associates 1996 - 2005
Skills
Securities, Investments, Series 7, Mutual Funds, Asset Allocation, Equities, Financial Services, Asset Managment, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds
Education
Saint Joseph's University 1981 — 1985
AlphaOne Capital Partners LLC May 2011 - Present
Nationwide Funds Group December 2006 - December 2007
GARTMORE GLOBAL INVESTMENTS 2002 - 2006
Skills
Event Planning, Investments, Marketing, Microsoft Excel, Customer Service, Leadership, Microsoft Office
Education
Elizabethtown College 1990 — 1994
Bachelor of Arts (B.A.), Business/Corporate Communications
Nationwide Funds Group January 2012 - Present
IFS Financial Services, Inc. February 2003 - January 2012
Puglisi & Co. January 2000 - June 2002
Palisade Capital Management June 1997 - December 1999
Blaylock & Partners May 1995 - June 1997
Contnental Asset Management May 1983 - June 1995
Skills
Asset Managment, Series 7, Mutual Funds, Series 24, Securities, AML, FINRA, Product Management, Investments, Series 6, Asset Management, Investment Management, Series 63, Investment Advisory, Insurance, Financial Services, Hedge Funds, Portfolio Management, Securities Regulation, Series 65, Anti Money Laundering
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
American University, Washington College of Law 1978 — 1981
Doctor of Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government
Clark Capital Management Group May 2008 - Present
Nationwide Funds Group June 2006 - May 2008
Gartmore Global Investments January 2000 - June 2006
Gartmore January 2000 - June 2006
Skills
Mutual Funds, Asset Managment, Asset Allocation, Investments, Wealth Management, Alternative Investments
Education
Rutgers University-New Brunswick 1992 — 1995
George Mason University 1991 — 1992
Holy Ghost Prep 1987 — 1991
Nationwide Funds May 2013 - Present
Nationwide Funds Group September 2011 - May 2013
Nationwide Funds Group November 2007 - September 2011
PNC Global Investment Services (formerly, PFPC Inc.) December 2002 - November 2007
Morgan, Lewis & Bockius LLP May 1999 - December 2002
Skills
Investment Management, Mutual Funds, Securities
Education
Methodist College 1993 — 1997
BS, Criminal justice and Sociology
Springbrook HS 1989 — 1993
Nationwide Fund Group February 2009 - Present
Nationwide Funds Group August 2007 - February 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MBA, Management
Saint Joseph's University 1997 — 2001
Capital One June 2015 - Present
Michelle Schuh Reilly, Inc. June 1999 - June 2015
Winterthur Museum, Garden and Library October 2014 - April 2015
Avon Grove School District February 2011 - June 2014
Nationwide Funds Group 1999 - 2010
Pilgrim Baxter & Associates 1995 - 1999
Public Relations Society of America (PRSA) 1991 - 1995
University of Delaware 1989 - 1993
University of Delaware 1989 - 1993
Skills
Team Building, Marketing, Public Speaking, Social Media Marketing, Direct Mail, Account Management, Team Leadership, Parties, Marketing Strategy, Advertising, Training, Nonprofits, Fundraising, Sales, Customer Service, Microsoft Office, Event Planning, Strategic Planning
Education
University of Delaware 1989 — 1993
Bachelor of Arts (B.A.), Communications, Public Relations
Alexis I. duPont High School 1988 — 1989
Lake Zurich High School 1986 — 1988
Nationwide Financial April 2014 - Present
Nationwide Financial March 2009 - April 2014
Nationwide Funds Group April 2007 - March 2009
Gartmore April 2006 - April 2007
Skills
Microsoft Office, PowerPoint, Word, Illustrator, Alternative Investments, Mutual Funds, Investments, Excel, Asset Management, Portfolio Management, Equities, Asset Allocation, Product Development, Data Analysis, Research, Bloomberg, Factset, Morningstar, Vizio, Series 7, Investment Management, Investment Strategies, Quantitative Analytics, Fund Of Funds, Separately Managed...
Education
Penn State University 2002 — 2006
Crime, Law & Justice, Business, Sociology
FrontLine Compliance, LLC December 2014 - Present
Nationwide Funds Group February 2009 - August 2014
Nationwide Funds Group January 2007 - February 2009
Constellation Investment Management Company April 2005 - June 2006
PFPC July 2002 - March 2005
Morgan, Lewis & Bockius LLP September 1997 - June 2002
Skills
Mutual Funds, Securities, Management, Financial Services, Insurance, Series 7, Risk Management, Series 63, Asset Allocation, Asset Management, Alternative Investments, Investments, Relationship Management, Investment Management, Hedge Funds, Series 6, Leadership, Due Diligence, Fixed Income, Financial Modeling, Equities, Investment Advisory, Wealth Management
Education
James Madison University 1993 — 1997
BA, History
Brandywine Global Investment Management March 2013 - Present
FirstLab July 2008 - March 2013
Nationwide Funds Group August 2004 - 2008
Pressman Ciocca Smith LLP. July 2000 - August 2004
Education
Penn State University 1990 — 1994
B.S., Accounting
BlackRock March 2015 - Present
AllianceBernstein July 2009 - February 2015
AllianceBernstein Investments, Inc. July 2009 - February 2015
Nationwide Funds Group May 2009 - July 2009
AllianceBernstein July 2006 - May 2009
NASD September 2005 - July 2006
State of New Jersey February 2003 - September 2005
Merrill Lynch 1996 - 1997
Skills
Securities, Mutual Funds, Compliance, Investments, Series 24, Separately Managed..., Regulatory Affairs, Regulatory Reporting, FINRA, Alternative Investments, Hedge Funds, Regulatory Requirements, Distribution Agreements
Education
Seton Hall University 1998 — 2002
MBA, Finance
Seton Hall University School of Law 1998 — 2002
JD
Seton Hall University 1994 — 1998
BS, Business Management
Nationwide Funds Group September 2001 - Present
Conseco February 1998 - September 2001
Resort Condominiums Int'l (RCI) August 1993 - January 1998
Free Methodist Church of N. America - Light & Life Magazine March 1990 - August 1993
United States Army Finance & Accounting Center (USAFAC) May 1983 - March 1990
Skills
Public Relations, Editing, Copy Editing, Proofreading, Quality Control, Writing, Internal Communications, Microsoft Word, Typing, Microsoft Office, Marketing Communications, Advertising, Marketing, Copywriting, Editorial, Creative Writing, Journalism, Leadership
Education
Butler University 1980 — 1981
B.A., Journalism
Greenville College 1978 — 1980
Spanish
Warren Central High School 1975 — 1978
Nationwide Funds Group March 2013 - Present
Sun Capital Advisers Trust April 2011 - December 2012
Evergreen Funds October 2008 - August 2010
Evergreen Investments 1997 - 2008
Skills
Asset Management, Mutual Funds, Trustee
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science, Accounting
Not Permitted May 2001 - Present
Nationwide Financial Services 2001 - Present
Nationwide Funds Group 2001 - Present
BISYS Fund Services 1996 - 2001
BISYS Fund Services 1996 - 2001
Atteboro Public Schools 1990 - 1996
Skills
mutual funds, Compliance, Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Series 63, Financial Services, Portfolio Management, Securities, Investment Management, Investment Advisory, FINRA, Asset Allocation, Series 6, Retirement Planning, Equities, Retirement
Education
Penn State University 1972 — 1976
BS, Business Administration