Old Mutual Asset Management

Industry: Asset management company

Description

Headquarters: United Kingdom Founded: 1980 Subsidiaries: Landmark Partners, Acadian Asset Management,

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Old Mutual Asset Management Employees

Employee
Years
Job
Industry
Victor Banor Victor Banor Greater Boston Area Details
Victor Banor's Old Mutual Asset Management Experience January 2012 - March 2012
Job Officer Corporate Audit at State Street Corporation
Industry Financial Services
Experience
State Street  February 2015 - Present
State Street  September 2013 - January 2015
Old Mutual Asset Management   January 2012 - March 2012
RAINN  September 2011 - December 2011
Old Mutual Asset Management   June 2011 - August 2011
Ropes & Gray LLP  June 2010 - August 2010
Harvard Graduate School of Education  July 2009 - August 2009
Harvard Graduate School of Education  July 2008 - May 2009

Skills
Research, Public Speaking, Event Planning, Community Outreach, Non-profits, PowerPoint, Social Media, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Qualitative Research, Program Development, Grant Writing, Facebook, Youth Development, Policy Analysis, Stata, Editing, Quantative Analysis, Computer Building

Education
Hamilton College   2009 — 2013
Bachelors Degree, Government

Sophia University   2012 — 2012
Political Science and Government

Malden High School   2005 — 2009
High school diploma

Steven Fallo Steven Fallo Boston, Massachusetts Details
Steven Fallo's Old Mutual Asset Management Experience December 2010 - December 2012
Job at
Industry Financial Services
Experience
CACI International Inc  December 2012 - Present
Old Mutual Asset Management   December 2010 - December 2012
Toolmex Corporation  March 2010 - December 2010
Dassault Systemes Simulia Corp  May 2004 - March 2010

Skills
Active Directory, Servers, Disaster Recovery, Windows 7, Windows XP Professional, ipad, iphone, black, Mac OS, Hardware, Networking, Technical Support, iPad, iPhone, Laptops, Help Desk Support, Blackberry, Troubleshooting

Education
New England Institute of Technology   2006 — 2008
Associate of Science, IT Networking

New England Institute of Technology
Associate of Science, IT Networking

University of Rhode Island

Maurice Leger, CFA Maurice Leger, CFA Greater Boston Area Details
Maurice Leger, CFA's Old Mutual Asset Management Experience April 2007 - December 2008
Job Head of Product Management & Strategic Planning
Industry Investment Management
Experience
Loomis Sayles  April 2012 - Present
Loomis Sayles  2009 - April 2012
Old Mutual Asset Management   April 2007 - December 2008
Columbia Management  April 2000 - April 2007
Accenture Strategic Services  1996 - 2000
PricewaterhouseCoopers  1991 - 1994

Education
Harvard Business School   1994 — 1996
MBA

College of the Holy Cross   1986 — 1990
Bachelor of Arts, Economics-Accounting

Vincent Manning Vincent Manning Greater Boston Area Details
Vincent Manning's Old Mutual Asset Management Experience 2005 - 2008
Job Managing Director at Venture Financial Systems Group
Industry Financial Services
Experience
Old Mutual Asset Management Trust Company  2011 - 2013
Old Mutual Asset Management Trust Company  2008 - 2011
Old Mutual Asset Management   2005 - 2008
Venture FSG   1998 - 2005
Fidelity Investments  1995 - 1998
Mercer  1991 - 1995

Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Financial Services, Investments, Asset Allocation, Strategy, Derivatives, Investment Management, Asset Management, Finance, Series 63

Education
Boston College, Wallace E. Carroll School of Management
Master of Business Administration (MBA), Strategic Management

Brown University   1987 — 1991
BA, Economics

Xaverian Brothers High School   1983 — 1987

Bridghet Donato Bridghet Donato Greater Philadelphia Area Details
Bridghet Donato's Old Mutual Asset Management Experience September 2008 - December 2008
Job Technical Director
Industry Financial Services
Experience
Nationwide Insurance  June 2015 - Present
Hartford Funds  August 2013 - June 2015
Cipperman Compliance Services, LLC  April 2012 - July 2013
Ethos Health Communications  May 2011 - April 2012
Ashfield Healthcare  March 2010 - October 2010
Old Mutual Asset Management   September 2008 - December 2008
SEI  January 2006 - September 2008
SEI  September 2003 - January 2006
SEI  April 2001 - September 2003

Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development

Education
Saint Joseph's University   2003 — 2007
MBA

Arcadia University
MS in BA

Arcadia University
Bachelor's Degree

Neshaminy High School

David Perkes, CIMA® David Perkes, CIMA® San Diego, California Details
David Perkes, CIMA®'s Old Mutual Asset Management Experience July 2009 - August 2011
Job Regional Vice President
Industry Financial Services
Experience
Montage Investments  September 2011 - Present
Old Mutual Asset Management   July 2009 - August 2011
Old Mutual Capital  September 2007 - August 2009
Old Mutual Capital  June 2005 - September 2007
Old Mutual Capital  2004 - 2005
Jackson National Life  2002 - 2004
Janus Capital Group  2000 - 2002

Skills
FINRA Series 6, Series 7, Series 24, Series 63, Series 66, Alternative Investments, Mutual Funds, Hedge Funds, Separately Managed..., Wholesaling, Registered Investment..., Captives, Territory Account..., Presentations, Sales Prospecting

Education
San Diego State University-California State University   1993 — 1996
B.S.

Scott Naughton Scott Naughton Houston, Texas Area Details
Scott Naughton's Old Mutual Asset Management Experience January 2006 - April 2007
Job Business Development Wholesaler at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC  June 2015 - Present
Universal Financial Consultants  April 2007 - December 2013
Old Mutual Asset Management   January 2006 - April 2007
Security Benefit  January 2004 - January 2006
Transamerica  January 2002 - November 2003
Lincoln Financial Distributors  January 1997 - January 2002
AIM/Invesco   January 1994 - January 1997
New York Life Insurance Company  August 1992 - January 1994

Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities

Education
Stephen F. Austin State University   1985 — 1989
Bachelor of Arts (B.A.)

Linda Grace Linda Grace Greater Boston Area Details
Linda Grace's Old Mutual Asset Management Experience May 2007 - March 2009
Job Human Resources Professional
Industry Financial Services
Experience
State Street  October 2010 - September 2015
Old Mutual Asset Management   May 2007 - March 2009
Putnam Investments  January 1987 - May 2007

Skills
Change Management, Performance Management, Talent Management, Talent Acquisition, Succession Planning, Development Planning, HR Business Partner

Education
Stonehill College   1982 — 1986
Bachelor of Science (BS), BS Management

Queensbury High School   1978 — 1982

Joshua Gould Joshua Gould Greater Boston Area Details
Joshua Gould's Old Mutual Asset Management Experience July 2007 - June 2010
Job Compliance Officer at Natixis Global Asset Management, L.P.
Industry Financial Services
Experience
Natixis Global Asset Management, L.P.   June 2015 - Present
Natixis Global Asset Management, L.P.   February 2011 - June 2015
John Hancock Financial Services  June 2010 - February 2011
Old Mutual Asset Management   July 2007 - June 2010
Wolf & Company, P.C.   September 2005 - July 2007

Skills
Operational Risk..., Internal Controls, Compliance Assessments, Internal Audit, External Audit, Morningstar Direct, Trade Compliance, Operational Risk, AML, Risk Management, Anti Money Laundering, Financial Modeling, Sarbanes-Oxley Act

Education
University of New Hampshire - Whittemore School of Business and Economics   2002 — 2005
Bachelor of Science (B.S.), Business Administration: Accounting

Linda Gibson Linda Gibson Boston, Massachusetts Details
Linda Gibson's Old Mutual Asset Management Experience March 2008 - July 2012
Job Head of Global Distribution and Executive Vice President at OMAM (Old Mutual Asset Management)
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   July 2012 - Present
Old Mutual Asset Management   March 2008 - July 2012
Old Mutual Asset Management   September 2010 - February 2011
Old Mutual US   December 2001 - March 2008
UAM Investment Services, Inc.   April 2001 - December 2001
Signature Financial Group, Inc.   September 1991 - March 2001
MFS Investment Management  September 1987 - September 1989

Skills
Mutual Funds, Alternative Investments, Investments, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Investment Management, Capital Markets, Management, Due Diligence, Private Equity, Risk Management

Education
Boston University School of Law   1989 — 1992
JD

Bates College   1983 — 1987
BA, Mathematics

Harvard Business School
Graduate, Advanced Management Program

Jay Pasteris Jay Pasteris Greater Boston Area Details
Jay Pasteris's Old Mutual Asset Management Experience September 2009 - April 2012
Job Director of Infrastructure at Veracode
Industry Information Technology and Services
Experience
Veracode  February 2013 - Present
Avid Technology  April 2012 - October 2012
Old Mutual Asset Management   September 2009 - April 2012
NewStar Financial  June 2007 - September 2009
Snow and Jones, Inc.   September 2001 - June 2007

Skills
IT Project Management, IT Infrastructure..., IT Operations Management, Disaster Recovery, Leadership, IT Management, Data Center, IT Strategy, Vendor Management, IT Operations, Infrastructure, Certified Scrum Product..., Project Management, Cloud Computing, Business Intelligence, Business Continuity, Enterprise Architecture, Virtualization, IT Service Management, VMware, Integration, Security, Active Directory, Windows Server, Information Technology, SaaS, Networking, Technical Support, Management, Enterprise Software, Professional Services, Firewalls, Managed Services, Servers, Information Security, Agile Methodologies, Strategy, Network Security

Education
Brandeis University   2012 — 2016
MS, Information Technology Management

Emmanuel College
BA, Business Administration

Norwell High

Villanova University
Master Certificate, IT Project Management

Adam Mushaweh, CFA Adam Mushaweh, CFA Greater Boston Area Details
Adam Mushaweh, CFA's Old Mutual Asset Management Experience October 2010 - December 2012
Job Associate Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   December 2013 - Present
Loomis, Sayles & Company   December 2012 - Present
Old Mutual Asset Management   October 2010 - December 2012
KPMG Advisory  September 2007 - September 2010
New York Life Investments  September 2006 - March 2007

Skills
Portfolio Management, Portfolio Analytics, Financial Modeling, Financial Statement..., Equity/Fixed Income..., Macroeconomics, Client Service, Asset Management, Client Services, Financial Risk, Investments, Due Diligence, Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2008
Masters of Science, Finance

Bentley University   2003 — 2007
BS, Economics & Finance

Kishore Setty, CFA Kishore Setty, CFA New York, New York Details
Kishore Setty, CFA's Old Mutual Asset Management Experience March 2005 - January 2010
Job Senior Vice President, Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  March 2014 - Present
US Trust, Bank of America Private Wealth Management  January 2010 - March 2014
Old Mutual Asset Management   March 2005 - January 2010
Prudential  July 2003 - March 2005

Skills
Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management..., Wealth Management, Asset Management, Mutual Funds

Education
CFA Institute
CFA

Tufts University   1999 — 2003
B.A., Economics

neal garvey neal garvey Barrington, Rhode Island Details
neal garvey's Old Mutual Asset Management Experience October 2008 - Present
Job Manager Finance Operations at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management   October 2008 - Present
Royal Bank of Scotland  January 2007 - October 2008
Management Consulting Group  January 2004 - September 2007
Perot Systems Government Services  January 1998 - November 2002

Skills
Sarbanes-Oxley Act, Project Management, Financial Accounting, Financial Controlling, Financial Risk, Internal Controls, Financial Risk..., Financial Reporting

Education
Suffolk University   1998 — 2001
Master's degree, Accounting and Finance, 3.3

University of Saint Thomas   1988 — 1992
Bachelor's degree, Accounting, 3.0

Michael Dennehy Michael Dennehy Greater Boston Area Details
Michael Dennehy's Old Mutual Asset Management Experience January 2010 - June 2011
Job VP, Senior RIA Consultant; Northeast at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  July 2011 - Present
Old Mutual Asset Management   January 2010 - June 2011
Metropolitan West Asset Management  April 2007 - January 2010
Schwab Institutional  February 2004 - April 2007
State Street Bank  May 1996 - September 2002
Scudder Investments  February 1993 - May 1996

Education
Saint Anselm College   1988 — 1992
B.A History

Joanna (Odella) Damp Joanna (Odella) Damp Boston, Massachusetts Details
Joanna (Odella) Damp's Old Mutual Asset Management Experience September 2003 - June 2008
Job Vice President, Intermediary Business Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  June 2013 - Present
SunGard Financial Systems  July 2012 - June 2013
Boston Technologies Inc  September 2011 - March 2012
Old Mutual Asset Management Trust Company  June 2008 - September 2011
Old Mutual Financial Network  September 2007 - June 2008
Old Mutual Asset Management   September 2003 - June 2008
Old Mutual Investment Group South Africa   June 2005 - June 2006
FundQuest  May 2002 - October 2003
NCR Corporation  May 1998 - August 2001

Skills
Project Management, Event Management, Marketing Communications

Education
Emerson College   2001 — 2003
MA Integrated Marketing Communications

Clemson University   1994 — 1998
BS Marketing

Kettering Fairmont

•American InterContinental University

Robyn Dusenbery Robyn Dusenbery Columbus, Ohio Area Details
Robyn Dusenbery's Old Mutual Asset Management Experience May 2007 - January 2010
Job Project Assistant
Industry Civil Engineering
Experience
EMH&T  April 2010 - Present
Old Mutual Asset Management   May 2007 - January 2010
Basic Management, Inc.   May 2004 - February 2007
Fremont Street Experience  March 2001 - May 2004

Skills
Human Resources, Event Management, Budgets, Microsoft Excel, Microsoft Word, Outlook, Marketing, Management, Adobe Acrobat, Time Management, Data Entry, Editing, PowerPoint, Project Management, Advertising, Accounting, SharePoint, Invoicing, Integrated Marketing, Microsoft Office, Analysis

Education
University of Nevada-Las Vegas   1999 — 2006
Bachlor of Liberal Arts, Criminal Justice

Karen Peterson-Dagnall Karen Peterson-Dagnall Greater Boston Area Details
Karen Peterson-Dagnall's Old Mutual Asset Management Experience January 2002 - February 2002
Job Sr. Financial Analyst/Decision Support Professional
Industry Hospital & Health Care
Experience
Southcoast Health System & Southcoast Hospitals Group  February 2002 - April 2010
Old Mutual Asset Management   January 2002 - February 2002
Old Mutual Asset Management   May 2000 - January 2002
Coverys (ProMutual Group)   August 1996 - May 2000
Coverys  March 1996 - August 1996
Coverys  February 1993 - March 1996

Skills
Financial Analysis, Financial Reporting, Healthcare, Meditech, MS Excel, Access, Finance, Healthcare Information..., Hospitals, Healthcare Management, HIPAA, Access, Process Improvement, Meditech, McKesson HBOC, Investments, Account Reconciliation, Employee Training, Customer Service

Education
University of Massachusetts Dartmouth   1988 — 1992
Bachelor's degree, Finance

John Skayne John Skayne Greater Boston Area Details
John Skayne's Old Mutual Asset Management Experience March 2011 - May 2012
Job Vice President of Finance
Industry Banking
Experience
The Ironside Group, Inc.   May 2013 - Present
Babson College  May 2012 - May 2013
Old Mutual Asset Management   March 2011 - May 2012
NewStar Financial  2007 - 2011
NewStar Financial  2006 - 2007
NewStar Financial  2005 - 2006

Skills
Financial Modeling, Financial Analysis, Valuation, Equity Valuation, Critical Thinking, Problem Solving, Accounting, Corporate Finance, Corporate Development, Acquisition Analysis, Analysis, Bloomberg, Business Analysis, Business Valuation, Due Diligence, Finance, Financial Reporting, Management, Mergers, Portfolio Management, Start-ups, Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2013
Master of Business Administration (MBA)

Providence College   1999 — 2003
BS, Finance

Katie Gatton Katie Gatton Greater Boston Area Details
Katie Gatton's Old Mutual Asset Management Experience May 2014 - Present
Job Executive Assistant and Event Manager at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management   May 2014 - Present
Healthworks Fitness Centers for Women  October 2011 - Present
Cambridge Associates  October 2007 - May 2014
Cambridge Associates  January 2006 - October 2007
Sonesta Hotels  January 2005 - January 2006

Skills
Event Planning, Event Management, Corporate Events, Conferences, Meeting Planning, Social Media, Email Marketing, Social Media Marketing, Hospitality, Hospitality Industry, Hotels, Hospitality Management, Budgets

Education
Clark University   1999 — 2003
Bachelor of Arts (BA), Art History, Criticism and Conservation

Jane Tsai Jane Tsai Greater Boston Area Details
Jane Tsai's Old Mutual Asset Management Experience October 2006 - June 2008
Job Executive Assistant at Forrester Research
Industry Research
Experience
Forrester Research  July 2015 - Present
Beth Israel Deaconess Medical Center  September 2014 - June 2015
Manulife Asset Management  January 2014 - September 2014
John Hancock  June 2008 - January 2014
Old Mutual Asset Management   October 2006 - June 2008
Melick, Porter & Shea, LLP   February 2006 - October 2006
Zwicker & Associates, P.C.   June 2003 - February 2006

Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Travel Arrangements, Customer Service, Lotus Notes

Education
Salem State University   2000 — 2003
Bachelor of Science (BS)

Lizzie Arnold Tucker Lizzie Arnold Tucker Greater Boston Area Details
Lizzie Arnold Tucker's Old Mutual Asset Management Experience August 2011 - April 2014
Job Assistant Controller at Basho Technologies, Inc
Industry Accounting
Experience
Basho Technologies, Inc  February 2015 - Present
Basho Technologies, Inc  April 2014 - January 2015
Old Mutual Asset Management   August 2011 - April 2014
Orchard Brands  November 2010 - August 2011
Deloitte & Touche  September 2007 - November 2010

Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Auditing

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
MS in Accounting, Accounting

Bentley University   2002 — 2006
BS Corporate Finance and Account, Accounting and Finance

John Harrington John Harrington Greater Boston Area Details
John Harrington's Old Mutual Asset Management Experience 2012 - 2012
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC  August 2015 - Present
PNC Capital Advisors, LLC  March 2014 - Present
Wellesley Free Library Foundation   July 2008 - June 2014
Old Mutual Asset Management   2012 - 2012
Turner Investment Partners  2009 - 2012
Acadian Asset Management  2005 - 2009
Wellington Management Company, LLP  2000 - 2005
FMR Co., Fidelity Investments   1998 - 2000
Fidelity Investments  1992 - 2000

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
Masters in Science in Finance (MSF)

Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1999
MBA, Finance

University College Dublin   1991 — 1992
MA, MA- Anglo-Irish Literature

Boston College   1986 — 1990
AB, English

Catholic Memorial High School   1983 — 1986

Dan Mahoney Dan Mahoney Greater Boston Area Details
Dan Mahoney's Old Mutual Asset Management Experience July 2014 - Present
Job Financial Controller & Chief Accounting Officer at Old Mutual Asset Management
Industry Accounting
Experience
Old Mutual Asset Management   July 2014 - Present
State Street Global Advisors  January 2013 - July 2014
State Street Global Advisors  February 2012 - December 2012
PricewaterhouseCoopers, LLP  June 2001 - February 2012

Education
Tufts University   1997 — 2001

Greg Weissman Greg Weissman Greater Boston Area Details
Greg Weissman's Old Mutual Asset Management Experience November 2008 - January 2012
Job Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  December 2011 - Present
Old Mutual Asset Management   November 2008 - January 2012
Cowen and Company  2007 - 2008
Pacific Crest Securities  2006 - 2007
Jefferies & Company  2004 - 2006
SoundView Technology Group  2000 - 2004

Education
Southern Methodist University - Cox School of Business
BBA

Alison Gardner, CAIA Alison Gardner, CAIA Greater Boston Area Details
Alison Gardner, CAIA's Old Mutual Asset Management Experience May 2010 - April 2015
Job VP, Global Product Research and Competitive Analysis at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  May 2015 - Present
Old Mutual Asset Management   May 2010 - April 2015
Pyramis Global Advisors  July 2006 - September 2008
Pyramis Global Advisors  August 2003 - July 2006
Fidelity Investments  February 2001 - August 2003
Russell/Mellon Analytical Services  February 1998 - June 2001
Putnam Investments  1988 - 1997

Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds

Education
Boston University Questrom School of Business   1996 — 1998
M.B.A., Investments

Gene Kim, CFP® Gene Kim, CFP® Greater Boston Area Details
Gene Kim, CFP®'s Old Mutual Asset Management Experience May 2011 - February 2012
Job Director, Marketing at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network  December 2014 - Present
Moors & Cabot  March 2013 - December 2014
Old Mutual Asset Management   May 2011 - February 2012
Old Mutual Asset Management   December 2007 - May 2011
Sun Life Financial  June 2004 - December 2007
Columbia Funds Distributor   December 2000 - June 2004
John Hancock  June 1994 - December 2000

Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...

Education
Boston University
B.S., Advertising & Public Relations

Riverdale Country School

Catalina Hernandez Catalina Hernandez Greater Boston Area Details
Catalina Hernandez's Old Mutual Asset Management Experience June 2014 - August 2014
Job Recruiting Coordinator, Asset Management Talent Acquisition at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments  July 2015 - Present
Old Mutual Asset Management   June 2014 - August 2014
University of Wisconsin-Madison  March 2014 - May 2014
University of Wisconsin-Madison  January 2013 - July 2013
University of Wisconsin-Extension  September 2012 - July 2013
Old Mutual Asset Management   June 2012 - August 2012
Danny TA Bui, DDS   April 2007 - July 2011
Delaney McKinney, LLP  September 2010 - January 2011
Law Offices of Esteban Gergely   June 2009 - June 2010

Education
University of Wisconsin-Madison   2011 — 2015
Bachelor of Arts (B.A.), Legal Studies

Universidad de Sevilla   2014 — 2015

Nelson Mandela Metropolitan University

Caroline Cooke, MSA, CPA Caroline Cooke, MSA, CPA Greater Boston Area Details
Caroline Cooke, MSA, CPA's Old Mutual Asset Management Experience October 2010 - May 2011
Job Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC  May 2011 - Present
Old Mutual Asset Management   October 2010 - May 2011
PricewaterhouseCoopers  September 2006 - September 2010
Bentley University  September 2004 - May 2006

Skills
Auditing, Financial Reporting, GAAP, Corporate Finance, Investments, Private Equity, Hedge Funds, Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
Masters of Science, Accounting

Bentley University   2002 — 2006
BS, Corporate Finance and Accounting / Mathematical Sciences

Diya Sukh Diya Sukh Boston, Massachusetts Details
Diya Sukh's Old Mutual Asset Management Experience 2010 - 2012
Job Class of 2015 MBA Candidate at MIT Sloan School of Management
Industry Consumer Goods
Experience
Hasbro  June 2015 - Present
MIT Sloan School of Management  September 2013 - June 2015
Hasbro  June 2014 - August 2014
Luminent LLC   August 2012 - August 2013
Old Mutual Asset Management   2010 - 2012
CRT Investment Banking LLC   2007 - 2010
Morgan Stanley  May 2006 - August 2006
Tata Consultancy Services  August 2005 - September 2005

Skills
Writing, Valuation, Competitive Analysis, Persuasive Presentations, Capital Markets, Microsoft Excel, Equities, Finance, Negotiation, Industry Research, Creative Writing, Investment Banking, SEC filings, PowerPoint, Management, Financial Modeling

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2015

Bentley University   2003 — 2007
BS, Economics & Finance

David Nicosia David Nicosia United States Details
David Nicosia's Old Mutual Asset Management Experience 2002 - 2007
Job Institutional Distribution
Industry Investment Management
Experience
PNC Capital Advisors, LLC  2015 - Present
Nook Gate Consulting   2013 - 2014
Maryland Capital Management   2011 - 2013
State Street Global Advisors  2007 - 2010
Old Mutual Asset Management   2002 - 2007
AllianceBernstein  2000 - 2002

Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)

Mount St. Mary's University
Bachelor of Arts (B.A.), Rhetoric - Classics, Philosophy & Theology Emphasis

Kerri Theleman-Machado Kerri Theleman-Machado Greater Boston Area Details
Kerri Theleman-Machado's Old Mutual Asset Management Experience March 2003 - July 2004
Job Cosmetics Business Manager at Barneys New York
Industry Luxury Goods & Jewelry
Experience
Barneys New York  October 2013 - Present
Project STARFISH America   November 2013 - February 2014
Saks Fifth Avenue  August 2012 - October 2013
Sephora  October 2011 - August 2012
Alacritech  August 2010 - May 2011
Back Bay Restaurant Group  January 2009 - August 2010
National Braille Press  March 2008 - July 2008
Vitale, Caturano & Company   January 2005 - March 2008
Old Mutual Asset Management   March 2003 - July 2004
Ptech, Inc.   October 2001 - June 2002

Skills
Brand Awareness, Marketing Communications, Online Marketing, Marketing Strategy, Program Management, Public Relations, Event Management, Cross-functional Team..., Lead Generation, SEO, Content Strategy, Product Launch, Store Management, Staff Management, Luxury Retail Management, Staff Development, Skin Care, Fragrance, Cosmetics, Cosmeceuticals, Brand Loyalty, Aromatherapy, Inventory Management, Visual Merchandising, Operations Management, Training Course..., Instructor-led Training, Training & Development, Retail Sales, Corporate Branding, Web Architecture, Staff Supervision, Project Planning, Restaurant Management, Website Development, Content Development, Content Creation, Web Content Management, Publishing, Product Launches, Brand Management, Training, Luxury Goods, Management, Strategy, Marketing, Sales, Leadership

Education
Boston Language Institute   2015 — 2016
Portuguese, Portuguese Language and Literature

San Jose State University   1991 — 1995
BS, International Business

Brian Dillon Brian Dillon Greater Philadelphia Area Details
Brian Dillon's Old Mutual Asset Management Experience November 2008 - Present
Job Chief Risk and Compliance Officer at OMAM (Old Mutual Asset Management)
Industry Investment Management
Experience
Old Mutual Asset Management   November 2008 - Present
Old Mutual Asset Management   December 2005 - November 2008
Liberty Ridge Capital  October 2004 - December 2005
Old Mutual Advisor Funds / PBHG Funds   2001 - 2005
Pilgrim Baxter & Associates  April 2001 - October 2004
Delaware Investments, a member of the Macquarie Group  September 1995 - April 2001
Corestates Financial Corp / Philadelphia National Bank   November 1988 - August 1995
Federal Energy Regulatory Commission  1985 - 1988

Education
University of Scranton   1981 — 1985
BS, Accounting

Bryan Quinlan Bryan Quinlan Greater Boston Area Details
Bryan Quinlan's Old Mutual Asset Management Experience May 2007 - August 2007
Job MBA Candidate at Harvard Business School
Industry Insurance
Experience
Liberty Mutual Insurance  September 2012 - May 2013
Liberty Mutual  May 2011 - September 2012
Liberty Mutual  July 2009 - May 2011
State Street  May 2008 - August 2008
Old Mutual Asset Management   May 2007 - August 2007

Skills
Corporate Finance, Finance, Investor Relations, Financial Analysis, Financial Modeling, Valuation, Insurance, Financial Reporting, Risk Management, Investments, Underwriting, Strategic Financial..., Bloomberg, Essbase, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Private Equity, Portfolio Management

Education
Harvard Business School   2013 — 2015
Candidate for Master of Business Administration degree, June 2015, MBA

Georgetown University - The McDonough School of Business   2005 — 2009
B.S., Finance

Elizabeth Ko Elizabeth Ko Boston, Massachusetts Details
Elizabeth Ko's Old Mutual Asset Management Experience June 2010 - August 2010
Job Business Intelligence Analyst
Industry Marketing and Advertising
Experience
Criteo  August 2015 - Present
Wayfair  October 2014 - July 2015
Wayfair  March 2014 - September 2014
Jones Lang LaSalle  June 2013 - August 2013
Hill Holliday  June 2012 - August 2012
Ropes & Gray, LLP   June 2011 - August 2011
Centre College SGA   August 2010 - May 2011
Kentucky School for the Deaf  August 2010 - May 2011
Old Mutual Asset Management   June 2010 - August 2010

Skills
Volunteer Management, International Relations, Project Planning, Advertising, Access, Community Outreach, Data Analysis, Nonprofits, Public Speaking, Social Networking, PowerPoint, Marketing, Social Media, Budgets, Non-profits, General Awesomeness, Fundraising, Customer Service, Editing, Social Media Marketing, Staff Development, Blogging, Microsoft Office

Education
Boston Latin School

Centre College
BA, Modern Foreign Languages

Susan Monaghan Susan Monaghan Greater Boston Area Details
Susan Monaghan's Old Mutual Asset Management Experience March 2005 - July 2011
Job Internal Audit and Risk Management Professional
Industry Financial Services
Experience
Old Mutual Asset Management   March 2005 - July 2011
State Street  January 1998 - August 2002
State Street  September 1995 - January 1998
PwC  1990 - 1995
PwC  August 1986 - June 1990

Skills
Team Leadership, Internal Audit, Risk Management, CPA, External Audit, Process Improvement, Financial Risk, Financial Audits, Internal Controls, Auditing, Sarbanes-Oxley, Financial Services, Asset Management

Education
Nichols College   1982 — 1986
BS, Business Administration, Major: Accounting Minor: Finance, Magna Cum Laude 3.78 GPA

Jason Pueschel Jason Pueschel Hartford, Connecticut Area Details
Jason Pueschel's Old Mutual Asset Management Experience August 2001 - June 2007
Job Managing Director at Four Springs Capital LLC
Industry Financial Services
Experience
Four Springs Capital LLC  October 2013 - January 2015
Bluerock Real Estate  June 2012 - June 2013
Hebron Education Foundation   February 2011 - March 2013
Alternative Wealth Group   September 2009 - June 2012
Cole Capital  April 2008 - August 2009
Allianz  July 2007 - March 2008
Old Mutual Asset Management   August 2001 - June 2007
Citi  October 1998 - April 2001
American Skandia  June 1995 - April 1998

Skills
Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investments, Financial Advisory, Investment Management, Fixed Annuities, Finance, ETFs, Capital Markets, Series 63, Insurance, Series 7, Separately Managed..., Securities, Wealth Management, Asset Allocation, Retirement Planning, Series 24, Investment Strategies

Education
Bentley University   1988 — 1992
BS, Economics/Finance

Ty Fleenor Ty Fleenor Greater Denver Area Details
Ty Fleenor's Old Mutual Asset Management Experience August 2004 - June 2006
Job Certified Massage Therapist
Industry Health, Wellness and Fitness
Experience
Quality Health Concepts, LLC   May 2010 - Present
New Hope Family Chiropractic   July 2011 - May 2012
Republic Financial Corporation  August 2006 - January 2009
Old Mutual Asset Management   August 2004 - June 2006

Skills
Community Outreach, Therapeutic Massage, Wellness, Series 63, Chronic Pain, Chair Massage, Small Business

Education
Denver School of Massage Therapy   2009 — 2010

Colorado State University   1994 — 1998
Bachelor of Science in Business Administration, Finance

Arapahoe High School

Jay Jarrett Jay Jarrett Winston Salem, North Carolina Details
Jay Jarrett's Old Mutual Asset Management Experience February 1995 - February 1998
Job Director at Five Points Capital
Industry Venture Capital & Private Equity
Experience
Five Points Capital   November 2014 - Present
Greenspring Associates  April 2009 - November 2014
PRC  May 2007 - April 2009
New Boston Fund  June 2002 - May 2007
Natixis Global Asset Management  February 1998 - June 2002
Old Mutual Asset Management   February 1995 - February 1998

Education
Denison University   1984 — 1988
B.A.

McDonogh School   1978 — 1984

Lisa Burrows, CFA Lisa Burrows, CFA Greater Boston Area Details
Lisa Burrows, CFA's Old Mutual Asset Management Experience September 2009 - July 2012
Job Senior National Accounts Manager at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management  September 2013 - Present
State Street Global Advisors  August 2012 - September 2013
Old Mutual Asset Management   September 2009 - July 2012
Rinet Company, LLC  September 2005 - September 2009
US Trust  2003 - 2005

Education
Colgate University   1998 — 2002
BA, Economics

Neil Hickey, CIMA ® Neil Hickey, CIMA ® Greater Boston Area Details
Neil Hickey, CIMA ®'s Old Mutual Asset Management Experience January 2006 - November 2010
Job Managing DirectorInvestment Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  November 2010 - Present
Old Mutual Asset Management   January 2006 - November 2010
Fidelity Investments  1991 - January 2006

Skills
Series 24, 401k, Investments, Mutual Funds, Asset Allocation, Relationship Management, ETFs, Consultant Relations, DCIO, RIA, Business Development

Education
Merrimack College   1985 — 1989
BA, Economics

Torian Pope Torian Pope Greater Boston Area Details
Torian Pope's Old Mutual Asset Management Experience May 2011 - August 2013
Job IT
Industry Information Technology and Services
Experience
Harvard University  May 2015 - Present
iCorps Technologies  May 2014 - May 2015
Old Mutual Asset Management   May 2011 - August 2013
Hamilton College ITS Help Desk   December 2010 - August 2012
Welch's  June 2010 - August 2010
Best Buy  October 2008 - May 2010

Skills
Technical Support, Networking, Software Installation, Training, Operating Systems, Sales, A+ Certified, Troubleshooting, Microsoft Office, Windows 7, Leadership, Microsoft Excel, PowerPoint, Customer Service, Retail, Theatre, Shakespeare, Stage Combat, Voice Acting

Education
Hamilton College   2010 — 2014
Bachelor of Arts, Theatre/Theater

Madison Park Vocational Technical High School   2006 — 2010
High School Diploma, Computer Hardware and software

Suzan Barron Suzan Barron Greater Boston Area Details
Suzan Barron's Old Mutual Asset Management Experience July 2001 - July 2005
Job SVP & Sr Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  November 2005 - Present
Old Mutual Asset Management   July 2001 - July 2005
Liberty Funds Group  June 1998 - June 2001
Manulife Financial  April 1997 - June 1998
Signature Financial Group  March 1993 - October 1996
The Boston Company  November 1986 - March 1993

Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance

Education
Suffolk University Law School   1991 — 1995
JD, Law

Fordham University   1982 — 1986
BA, History

Archbishop Williams High School
High School

Amy Orzechowski, CPA Amy Orzechowski, CPA Boston, Massachusetts Details
Amy Orzechowski, CPA's Old Mutual Asset Management Experience December 2013 - Present
Job Senior Tax Analyst at Old Mutual Asset Management
Industry Accounting
Experience
Old Mutual Asset Management   December 2013 - Present
BlumShapiro  August 2011 - December 2013
Sacred Heart University  August 2010 - May 2011
BlumShapiro  February 2010 - April 2010
Scap Auto   July 2009 - December 2009
Ward, Fisher, LLP   February 2009 - May 2009
Capossela, Cohen, LLC   May 2008 - August 2008

Skills
QuickBooks, Accounting, Tax Accounting, Corporate Tax, Individual Tax, ProSystem fx Tax, ProSystem fx Engagement

Education
Sacred Heart University   2010 — 2011
MBA, Accounting

Bryant University   2005 — 2009
BS, Accounting

Kelly Shortell, CFA Kelly Shortell, CFA Greater Boston Area Details
Kelly Shortell, CFA's Old Mutual Asset Management Experience September 2013 - Present
Job Senior Investment Analyst at Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   March 2015 - Present
Old Mutual Asset Management   September 2013 - Present
State Street Investment Analytics  September 2008 - August 2013
Fidelity Investments  September 2006 - June 2008
Investors Bank & Trust  May 2005 - June 2006

Skills
Microsoft Excel

Education
Northeastern University   2000 — 2005
BSBA, Finance/Entrepreneurship

Anne Soucy Anne Soucy Greater Boston Area Details
Anne Soucy's Old Mutual Asset Management Experience December 2007 - February 2009
Job Vice PresidentDCIOMutual Funds at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  September 2010 - Present
Old Mutual Financial Network  December 2007 - February 2009
Old Mutual Asset Management   December 2007 - February 2009
FRC  2006 - 2007
Consultant  2003 - 2007
Rydex Investments  2004 - 2005
Sun Life Distributors   1997 - 2000
MetLife Investors  1996 - 1997
MFS  1992 - 1996
MFS Investment Management  1988 - 1992

Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities

Education
Plymouth State University
BS

Micah Pierce Micah Pierce Boston, Massachusetts Details
Micah Pierce's Old Mutual Asset Management Experience September 2008 - February 2012
Job MBA
Industry Research
Experience
FaceForward, Inc.   July 2013 - August 2015
Old Mutual Asset Management Trust Company  February 2012 - January 2013
Old Mutual Asset Management   September 2008 - February 2012
EF Education First  January 2007 - June 2007
Harpoon Brewery  June 2005 - October 2006

Skills
Event Management, Exceptional written,..., High integrity and..., Problem-solving and..., Customer Service, Research, Social Media, Microsoft Office, Event Planning, Community Outreach, Microsoft Excel, Budgets, PowerPoint, Fundraising, Leadership, Troubleshooting, Analysis, Outlook, Data Analysis, Management

Education
Suffolk University - Sawyer Business School   2013 — 2015
Masters of Business Administration

Wheaton College (MA)   2001 — 2005
Bachelor of Arts, European History

University College Cork
Semester Abroad, Foreign Studies Program

Entela Andrea Entela Andrea Greater Boston Area Details
Entela Andrea's Old Mutual Asset Management Experience June 2008 - November 2008
Job Sr. Financial Analyst at Lexington Insurance, member of AIG
Industry Insurance
Experience
Lexington Insurance  June 2009 - Present
Old Mutual Asset Management   June 2008 - November 2008
John Hancock  July 2005 - June 2008
Sun Life Financial  May 2004 - July 2005
Sun Life Financial  March 2000 - May 2004
Sun Life Financial  March 1998 - March 2000
The World Bank  May 1995 - September 1997

Skills
Financial Analysis, Accounting, Forecasting, Budgets, Variance Analysis, Financial Reporting, Process Improvement, Report automation, Internal Controls, Expense Allocation, Monthly Close, Tax Preparation, Financial Modeling, Analysis, Essbase, Financial Planning

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2003
MBA

Ecole Nationale Supérieure des Technologies et Industries du Bois   1993 — 1994
Post Graduate

Universiteti Bujqësor i Tiranës   1988 — 1993
B.S.

Elementary school

High School

Casey Kokos Casey Kokos Boston, Massachusetts Details
Casey Kokos's Old Mutual Asset Management Experience 2009 - 2012
Job Experienced Business Development Leader
Industry Investment Management
Experience
Kokos Strategic Advisers   2012 - Present
Barrington Partners  2012 - Present
Old Mutual Asset Management   2009 - 2012
Oliver Wyman  2007 - 2009
Putnam Investments  2003 - 2005
HSBC Securities (USA) Inc.   1999 - 2003

Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Asset Management, Financial Modeling, Investment Banking, Strategy, Corporate Finance, Finance, Mergers, Hedge Funds, Management Consulting, Valuation, Investment Management, Equities, Investment Strategies, Portfolio Management, Strategic Planning, Strategy Development, Succession Planning, Restructuring, Divestitures, Capital Budgeting, Compensation Plans, Executive Compensation, Recruitment/Retention, Integration, Distribution, Financial Analysis, Business Strategy, Corporate Development, Acquisition Integration, Venture Capital, Competitive Analysis, Capital Markets, Business Planning, Fixed Income, New Business Development, Financial Management, Start-ups, Negotiation, Business Analysis, Pricing, Wealth Management, Marketing Strategy, Series 63, Series 79, Business Development, Alternative Investments

Education
Yale University   2005 — 2007
MBA, Investment Management and Strategy

Boston College   1995 — 1999
BS, Finance

Conor Sherman Conor Sherman New York, New York Details
Conor Sherman's Old Mutual Asset Management Experience May 2012 - March 2015
Job Cyber Security Architect at Confident Defense
Industry Computer & Network Security
Experience
Confident Defense   March 2015 - Present
Old Mutual Asset Management   May 2012 - March 2015
Motion Recruitment Partners  December 2011 - May 2012
McGladrey  October 2010 - December 2011
Old Mutual Asset Management   January 2010 - September 2010
Matson&Isom Technology Consulting   June 2009 - August 2009
Other Work History   June 2007 - August 2008

Skills
Firewalls, Security, Active Directory, Network Security, VMware, Cisco Technologies, Citrix, Windows Server, Virtualization, Networking, Computer Security, Storage Area Networks, Information Security, VPN, Network Administration, Linux, Sonicwall, Network Architecture, Juniper, PIX, Cisco Networking, Juniper Technologies, Vulnerability Assessment, Cisco devices, Websense, McAfee, Checkpoint, Group Policy, RSA SecurID

Education
Boston University   2010 — 2014
BS, Business Administration and Management, General

Butte Community College   2006 — 2009
AS, CCENT, MCITP, Computer Science / Security

Kathryn Armata Kathryn Armata Greater Boston Area Details
Kathryn Armata's Old Mutual Asset Management Experience June 2011 - February 2014
Job Experienced business professional
Industry Financial Services
Experience
Constant Contact (through King & Bishop)   September 2014 - January 2015
Old Mutual Asset Management   June 2011 - February 2014
Old Mutual Asset Management   January 2010 - June 2011
Old Mutual Asset Management   January 2007 - February 2010
Old Mutual Asset Management f/k/a United Asset Management   May 1998 - December 2006
Harcourt General  1990 - 1998
Keystone Custodian Funds (Evergreen)   July 1985 - August 1990

Skills
Relationship Management, Portfolio Management, Alternative Investments, Asset Management, Asset Managment, Mutual Funds, Investments, Equities, Insurance, Financial Risk, Hedge Funds, Business Analysis, Risk Management, Cross-functional..., Fixed Income, Treasury, Cash Management, Project Management, Socially Responsible..., Minute Taking, Peer Relationships, Presentation Development, Reporting Metrics, Due Diligence, Product Development, Contractual Agreements, Financial Services, Professional Liability, Financial Analysis, Financial Forecasting, PowerPoint, Microsoft Excel, Series 7, Microsoft Word, Budgeting

Education
Simmons College - Simmons School of Management   1988 — 1990
MBA, Business

Colgate University   1981 — 1985
BA, IR/Russian Studies

Rebecca Stein Rebecca Stein San Francisco, California Details
Rebecca Stein's Old Mutual Asset Management Experience May 2011 - January 2013
Job Senior Coordinator, Human Resources at Bain & Company
Industry Management Consulting
Experience
Bain & Company  April 2015 - Present
Bain & Company  August 2014 - April 2015
Bain & Company  November 2013 - August 2014
Bain & Company  January 2013 - November 2013
Old Mutual Asset Management   May 2011 - January 2013

Skills
Event Planning, Microsoft Office, Event Management, Microsoft Word, Outlook, PowerPoint, Social Media, Microsoft Excel, SharePoint, Access, Fundraising, Training, Leadership, Human Resources, Nonprofits

Education
University of New Hampshire   2005 — 2009
Bachelor of Science, Family Studies

Richmond, The American International University in Florence

Cushing Academy

Jeff Moan Jeff Moan Boston, Massachusetts Details
Jeff Moan's Old Mutual Asset Management Experience July 2013 - Present
Job Accountant at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management   July 2013 - Present
Extreme Reach  March 2011 - July 2013
Legal Aid of North Carolina  May 2010 - December 2010
North Carolina State University  August 2009 - December 2010
Nouria Energy Inc.   June 2008 - August 2008

Skills
Microsoft Office, QuickBooks, Accounts Receivable, Client Billing, Great Plains Software, Account Reconciliation, Operating Budgets, Procedure Manuals, Accounts Payable, Auditing, Journal Entries, Invoicing, General Ledger, Bank Reconciliation

Education
North Carolina State University   2007 — 2010
Bachelor of Science (B.S.), Accounting

Aldis Ozols Aldis Ozols Chicago, Illinois Details
Aldis Ozols's Old Mutual Asset Management Experience May 2011 - August 2011
Job Manager, Digital Analytics at Mindshare
Industry Marketing and Advertising
Experience
Mindshare  April 2014 - Present
Mindshare  May 2013 - April 2014
Mindshare  November 2012 - May 2013
Gonzaga University  January 2011 - May 2012
Old Mutual Asset Management   May 2011 - August 2011
Old Mutual Asset Management   May 2010 - August 2010

Skills
Portfolio Management, Marketing, Leadership, Microsoft Word, Quantitative Research, Financial Analysis, Data Analysis, Marketing Communications, Omniture, Strategic Planning, Web Analytics, Digital Marketing, Financial Reporting, Business Ethics, Philosophy, Attribution Modeling, Microsoft Excel, Analysis, Economics, Public Speaking, Social Media, PowerPoint

Education
Gonzaga University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Philosophy, Cum Laude

D'Evelyn Jr/Sr High School   2002 — 2008

Amy Yuter Amy Yuter Plymouth Meeting, Pennsylvania Details
Amy Yuter's Old Mutual Asset Management Experience August 2005 - Present
Job Senior Compliance Manager at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management   August 2005 - Present
Philadelphia Compliance Roundtable   1995 - 2012
US Securities and Exchange Commission  1992 - 1995

Skills
Compliance

Education
Temple University
BBA

Temple University - Fox School of Business and Management
MBA

Jake Navarro Jake Navarro Greater Boston Area Details
Jake Navarro's Old Mutual Asset Management Experience September 2008 - February 2011
Job Stakeholder Engagement Manager at National Grid
Industry Public Relations and Communications
Experience
National Grid  February 2015 - Present
National Grid  September 2013 - February 2015
Greenough Communications  February 2011 - September 2013
Old Mutual Asset Management   September 2008 - February 2011

Education
Boston University - School of Management   2014 — 2017
Master of Business Administration (M.B.A.)

Middlebury College   2003 — 2007
BA, Economics, English

Vinh-Quang Van Ha Vinh-Quang Van Ha Seattle, Washington Details
Vinh-Quang Van Ha's Old Mutual Asset Management Experience February 2009 - January 2012
Job Sr. Auditor at Eaton Vance
Industry Accounting
Experience
Eaton Vance  January 2012 - Present
Old Mutual Asset Management   February 2009 - January 2012
KPMG  June 2007 - November 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
Masters, Accounting

Villanova University   2003 — 2007
BS, Accounting

Suzanne (Cayer) Griffin Suzanne (Cayer) Griffin Boston, Massachusetts Details
Suzanne (Cayer) Griffin's Old Mutual Asset Management Experience January 2005 - April 2006
Job Controller at Advance Medical, Inc.
Industry Investment Management
Experience
Advance Medical, Inc.   April 2015 - Present
Batterymarch Financial Management  April 2006 - January 2015
Old Mutual Asset Management   January 2005 - April 2006
Old Mutual Asset Management   September 2002 - January 2005
Old Mutual Asset Management   September 1999 - September 2002
Old Mutual Asset Management   July 1997 - September 1999
Arthur Andersen LLP  September 1993 - July 1997

Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing

Education
Boston College   1989 — 1993
Bachelor of Science (B.S.), Accounting

Brockton High School

Scott Powers Scott Powers Greater Boston Area Details
Scott Powers's Old Mutual Asset Management Experience 2001 - 2008
Job Retired President & CEO at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  May 2008 - Present
Old Mutual Asset Management   2001 - 2008
The Boston Company Asset Management/Mellon Institutional Asset Management   1988 - 2001

Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Analysis, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Securities, Investment Strategies, Asset Management, Mutual Funds, Corporate Development, Investment Management, Asset Allocation, Financial Modeling, Strategic Planning, Business Strategy, Wealth Management, Bloomberg

Education
Harvard University   1978 — 1982
A.B., Economics

St. Paul's School   1975 — 1978

Eric Wimer, CFA Eric Wimer, CFA Greater Boston Area Details
Eric Wimer, CFA's Old Mutual Asset Management Experience 2000 - April 2008
Job VP, Product Development at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  May 2008 - Present
Old Mutual Asset Management   2000 - April 2008
United Asset Management  May 1997 - December 1999
Mercer Investment Consulting  1992 - 1997

Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation

Education
Northeastern University   1991 — 1997
MBA, Finance

Middlebury College   1985 — 1989
BA, Economics

Christopher Haynes Christopher Haynes Greater Boston Area Details
Christopher Haynes's Old Mutual Asset Management Experience October 2013 - January 2015
Job Product Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2015 - Present
Old Mutual Asset Management   October 2013 - January 2015
Brown Brothers Harriman  June 2011 - October 2013
Brown Brothers Harriman  May 2010 - August 2010
Wainwright Investment Counsel  May 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis

Education
University of Rochester   2007 — 2011
Bachelor of Arts, Financial Economics

Buckingham Brown & Nichols High School   2003 — 2007

Walter Root Walter Root Greater Boston Area Details
Walter Root's Old Mutual Asset Management Experience August 2010 - April 2013
Job Chief Compliance Officer at Standard Life Investments Securities
Industry Financial Services
Experience
Standard Life Investments Securities   September 2013 - Present
Old Mutual Asset Management   August 2010 - April 2013
Skandia Securities Americas, Inc   March 2009 - October 2010
Bank of America  June 2000 - March 2009

Education
Boston University Questrom School of Business   2006 — 2007

Saint Anselm College   1990 — 1994
BA, History

Kathy Nicholl Kathy Nicholl Charleston, South Carolina Area Details
Kathy Nicholl's Old Mutual Asset Management Experience 1999 - October 2010
Job Chief Compliance Officer at Performa Limited (US), LLC
Industry Financial Services
Experience
Performa Limited (US), LLC   August 2012 - Present
Thomson Horstmann & Bryant, Inc.   December 2010 - October 2014
Loring, Wolcott & Coolidge   August 2011 - August 2012
Old Mutual Asset Management   1999 - October 2010
eSecLending  May 2001 - May 2006
United Asset Management Trust Company   December 1999 - May 2001
Grantham Mayo Van Otterloo  1997 - 1999
Mellon Bank  May 1995 - December 1997

Education
Saint Anselm College   1991 — 1995
BS, Accounting

Hudson High School   1988 — 1991
High School Diploma, College Prep

John Northrop John Northrop Boston, Massachusetts Details
John Northrop's Old Mutual Asset Management Experience June 2006 - September 2011
Job VP Director of Internal Audit Eaton Vance
Industry Financial Services
Experience
Old Mutual  June 2006 - September 2011
Old Mutual Asset Management   June 2006 - September 2011
State Street Bank & Trust/BFDS (TA)   May 2004 - June 2006
State Street  May 2005 - May 2006
Viad, Corp  April 2003 - May 2004
Viad Corp  2003 - 2004
Bank of America  May 2001 - May 2003
FleetBoston Financial  June 2001 - March 2003

Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence

Education
Bentley University   1997 — 2001
BS, Finance

BENTLEY COLLEGE
Bachelor of Science, Finance

Kenneth Trudel Kenneth Trudel United States Details
Kenneth Trudel's Old Mutual Asset Management Experience September 2007 - November 2008
Job Executive IT Professional
Industry Information Technology and Services
Experience
Independant IT Consultant  July 2012 - Present
Marsh & McLennan Companies, Inc.   September 2011 - July 2012
Omgeo  June 2009 - October 2011
Old Mutual Asset Management   September 2007 - November 2008
Citizens Bank - RBS Americas   September 1999 - September 2007
ING - Equitable Life of Iowa   1997 - 1999
Connecticut Natural Gas Corporation - Energy East   1988 - 1997

Skills
Disaster Recovery, Enterprise Architecture, Data Center, Infrastructure, Change Management, Integration, Process Improvement, Storage, Security, ITIL, Business Process, Management, Enterprise Software, Leadership, Professional Services, Vendor Management, Information Technology, Strategy, Project Planning, Start-ups, IT Strategy, IT Management, Cloud Computing, Strategic Partnerships, Outsourcing, Project Management, Networking, Service Delivery, Consulting, Analysis, Testing, SDLC, Technical Support, Six Sigma

Education
University of Hartford
BSBA, Business Administration and Management

Jessica Lay Jessica Lay Greater Boston Area Details
Jessica Lay's Old Mutual Asset Management Experience March 2007 - November 2008
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
MassMutual Financial Group  January 2013 - May 2015
The Hartford  December 2008 - December 2012
Old Mutual Asset Management   March 2007 - November 2008
Fidelity Investments  May 2005 - March 2007

Skills
ERISA, 401k, Financial Services, Retirement

Education
Clark University   2006 — 2009
MBA, Management

Worcester Polytechnic Institute   1999 — 2003
B.S., Management Information Systems

Brad Thomas Brad Thomas Greater Boston Area Details
Brad Thomas's Old Mutual Asset Management Experience 2004 - 2006
Job Head of Global Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  May 2014 - Present
First State Investments  April 2013 - May 2014
Manulife Asset Management  November 2009 - April 2013
Batterymarch Financial Management  2006 - November 2009
Old Mutual Asset Management   2004 - 2006
Morgan Stanley Investment Management  1994 - 2004

Education
Denison University   1985 — 1989

Westminster School   1981 — 1985

Joshua Gleason, CRISC Joshua Gleason, CRISC Greater Boston Area Details
Joshua Gleason, CRISC's Old Mutual Asset Management Experience November 1998 - December 2012
Job Vice President, Director of IT Risk Management and Governance
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   January 2013 - Present
Old Mutual  September 2014 - December 2014
Old Mutual Asset Management   November 1998 - December 2012
Federal Reserve Bank of Boston  November 2004 - December 2006
Federal Reserve Bank of Boston  January 1997 - October 1998
Federal Reserve Bank of New York  August 1992 - July 1994

Skills
IT Risk Management, IT Project & Program..., Governance, Enterprise Architecture, Integration, Leadership, SDLC, Information Security, Risk Assessment, Operational Risk..., CRM Integration, Data Privacy, IT Controls, Web Strategy, Website Development, Applications..., Compliance Systems, Financial Systems, Presentation Design, Process Flow..., Business Continuity, Disaster Recovery, Asset Management, Hedge Funds, Strategy, Portfolio Management, Program Management

Education
Tufts University   1988 — 1992
BA, Economics

The Loomis Chaffee School   1984 — 1988

Reuben Ackerman Reuben Ackerman Greater Boston Area Details
Reuben Ackerman's Old Mutual Asset Management Experience 2006 - 2007
Job Chief Compliance Officer at Berkshire Partners
Industry Investment Management
Experience
Berkshire Partners  February 2012 - Present
Audax Group  May 2007 - February 2012
Old Mutual Asset Management   2006 - 2007
Ropes & Gray LLP  2002 - 2006

Education
Boston College Law School   1999 — 2002
JD

American University   1994 — 1998
B.A., Political Science, Economics

Nashua High School

Scott Pons Scott Pons Rockport, Maine Details
Scott Pons's Old Mutual Asset Management Experience 1999 - 2001
Job
Industry Financial Services
Experience
Athena Point Lookout Resort & Conference Center   December 2012 - Present
J.Jill  January 2011 - June 2012
Dunkin' Brands  May 2006 - October 2010
Fidelity Investments  January 2006 - May 2006
Thomson CompuMark  February 2005 - December 2005
State Street  2002 - 2004
Old Mutual Asset Management   1999 - 2001
BTM Capital Corporation  1997 - 1999

Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions

Education
Fairfield University
BS, Finance

Fairfield University
Bachelor of Science (B.S.), Accounting and Finance

Barry Solcoff Barry Solcoff Greater Boston Area Details
Barry Solcoff's Old Mutual Asset Management Experience 2000 - 2005
Job Senior Program Manager
Industry Financial Services
Experience
Dassault Systèmes  2014 - Present
Iron Mountain  2013 - 2013
State Street Bank  2012 - 2013
Affiliated Managers Group  2012 - 2012
Sun Life Financial  2008 - 2012
The Pentad Group  2005 - 2008
Old Mutual Asset Management   2000 - 2005

Skills
Accounting, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Modeling, Business Process..., Strategic Financial..., Risk Management, Auditing, Mergers, Financial Services, Sarbanes-Oxley, Business Analysis, Investments, Finance, Forecasting, Financial Planning

Education
Colgate University
BA, History & Economics

Northeastern University - Graduate School of Business Administration
MS, Accounting

Northeastern University - Graduate School of Business Administration
MS/MBA, Accounting & General Management

Jeff Cotton Jeff Cotton Greater Philadelphia Area Details
Jeff Cotton's Old Mutual Asset Management Experience June 2009 - September 2010
Job Head of Compliance Americas at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management  September 2010 - Present
Old Mutual Asset Management   June 2009 - September 2010
Bank of America/Columbia Management  June 2006 - June 2009
Bank of America  June 2006 - June 2009
Davenport & Company LLC  2003 - 2006
FINRA  2000 - 2003
NASD  2000 - 2003

Education
Assumption College   1995 — 1999
BA, Economics

Hanane Mansour Hanane Mansour Greater Boston Area Details
Hanane Mansour's Old Mutual Asset Management Experience November 2012 - August 2013
Job Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston  October 2014 - Present
Old Mutual Asset Management   November 2012 - August 2013
John Hancock Investments  September 2009 - November 2012
Wellington Management  2008 - 2009
Weiss Asset Management  October 2006 - May 2008

Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity

Education
Bentley University   2013 — 2014
Master's Degree, Finance

Keith McRedmond Keith McRedmond Greater New York City Area Details
Keith McRedmond's Old Mutual Asset Management Experience April 2007 - February 2010
Job Vice President, Strategic Relationship Manager at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management  August 2010 - Present
Old Mutual Asset Management   April 2007 - February 2010
AIM Private Asset Management   2000 - 2007
Beutel, Goodman Capital Management   1997 - 2000
A. G. Edwards & Sons, Inc.   1992 - 1997

Education
Northern Illinois University   1981 — 1985

Marilyn Pontes Marilyn Pontes Greater Boston Area Details
Marilyn Pontes's Old Mutual Asset Management Experience June 2005 - June 2011
Job Finance Manager at Nuance Communications
Industry Financial Services
Experience
Nuance Communications  March 2014 - Present
Nuance Communications  June 2011 - February 2014
Old Mutual Asset Management   June 2005 - June 2011
FleetBoston Financial  2001 - 2005

Skills
Financial Modeling, Fixed Income, Financial Analysis, Equities, Corporate Finance, Investments, Finance, Accounting, Portfolio Management, Capital Markets, Asset Managment, Budget, Valuation, Financial Reporting, Insurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Asset Management, Budgets, Essbase, Strategic Financial..., Financial Services

Education
Suffolk University - Sawyer Business School   2006 — 2010
MBA

Bentley University   1997 — 2001
Bachelor's degree, Accounting Information Systems

Andy Rubin, CFA Andy Rubin, CFA Boston, Massachusetts Details
Andy Rubin, CFA's Old Mutual Asset Management Experience September 2009 - July 2010
Job Institutional Portfolio Manager, Real Estate at Fidelity Management & Research Co. (FMR)
Industry Investment Management
Experience
Fidelity Management & Research Co. (FMR)   August 2014 - Present
Fidelity Management and Research Co. (FMR)   August 2010 - July 2014
Old Mutual Asset Management   September 2009 - July 2010
Batterymarch Financial Management  June 2008 - August 2008
Natixis Global Asset Management  November 2003 - June 2007

Skills
Mutual Funds, Investment Strategies, Institutional Investors, Equities, Valuation, Hedge Funds, Portfolio Management, Investments, Investment Management, Capital Markets

Education
Cornell University - S.C. Johnson Graduate School of Management   2007 — 2009
M.B.A.

Lehigh University - College of Business and Economics   1999 — 2003
B.S., Finance, Spanish

Heather Childress Heather Childress San Francisco Bay Area Details
Heather Childress's Old Mutual Asset Management Experience June 2004 - September 2006
Job at
Industry Law Practice
Experience
TriNet  July 2014 - November 2014
First Republic Bank  January 2011 - June 2014
Sidley Austin  January 2010 - January 2011
Wilson Sonsini Goodrich and Rosati  September 2006 - January 2010
Old Mutual Asset Management   June 2004 - September 2006
WilmerHale  2003 - 2004

Skills
Securities Regulation, Intellectual Property, Corporate Law, Legal Research, Corporate Governance, Commercial Litigation, Mergers, Due Diligence, Privacy Law, Legal Writing, Securities, Venture Capital, Private Equity, Employment Law

Education
Georgetown University Law Center   2002 — 2003
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law

University of Miami School of Law   1999 — 2001
Doctor of Law (JD)

Yale University   1995 — 1999
B.A., History

Adrienne (Brandley) Bentz Adrienne (Brandley) Bentz Greater Boston Area Details
Adrienne (Brandley) Bentz's Old Mutual Asset Management Experience November 2010 - January 2013
Job Director, Human Resources Business Partner at Ascensus Inc. College Savings Division
Industry Human Resources
Experience
Ascensus Inc. - College Savings Division   December 2013 - Present
Old Mutual Asset Management   November 2010 - January 2013
Pope John Paul II Catholic Academy  2010 - 2010
Fiserv Output Solutions  September 2005 - November 2009
Putnam Investments  1992 - 2005

Skills
Succession Planning, Organizational..., HRIS, Organizational..., Applicant Tracking..., Organizational Design, Human Resources, Recruiting, Financial Services, PeopleSoft, Career Development, Process Improvement, Mergers, New Hire Orientations, Employee Relations, Performance Management, Talent Management, Employee Engagement

Education
University of Massachusetts, Amherst   1988 — 1992
Bachelor of Science, School of Public Health

Bishop Feehan High School   1984 — 1988

Nick Mondello Nick Mondello Greater Boston Area Details
Nick Mondello's Old Mutual Asset Management Experience June 2011 - February 2015
Job Workplace Resources Manager at IHS
Industry Facilities Services
Experience
IHS  February 2015 - Present
Old Mutual Asset Management   June 2011 - February 2015
Cambridge Systematics  August 2008 - June 2011
The TriZetto Group  April 2007 - May 2008
Old Mutual Asset Management   July 1995 - February 2007
Amstaco Office Products   January 1992 - May 1995

Skills
Facilities Management, Customer Service, Vendor Relations, Vendor Management, Organizing, Microsoft Office, Excel, Office Management, Visio, MS Project, HVAC, Office Services, Project Management, Inventory Management, Ordering Office Supplies, Site Relocation, Budgets, Security, Microsoft Excel, Contract Negotiation, Process Improvement, Training, Contract Management

Education
Wentworth Institute of Technology   2006 — 2009
Certificate - Facilities Management, Facilities Management

Boston University   2000 — 2001
Certification, PC Services - Support Desk

Bunker Hill Community College   1994 — 1998
Business Related Courses - Non Credit

Medford High School   1987 — 1991
Business related

James DePierre James DePierre Greater Boston Area Details
James DePierre's Old Mutual Asset Management Experience November 2010 - May 2011
Job Operations Analyst at Copper Rock Capital
Industry Financial Services
Experience
Copper Rock Capital   February 2012 - Present
Putnam Investments  May 2011 - December 2011
Old Mutual Asset Management   November 2010 - May 2011
State Street Global Advisors  February 2009 - December 2009
State Street Bank  July 2007 - December 2008
Columbia Management  January 2001 - December 2006
Putnam Investments  January 1998 - January 2001

Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement

Education
Purdue University   1993 — 1997
BS, Accounting

Whitney Yuska Whitney Yuska Greater Boston Area Details
Whitney Yuska's Old Mutual Asset Management Experience January 2012 - January 2013
Job Paralegal at Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   January 2013 - Present
Old Mutual Asset Management   January 2012 - January 2013
Old Mutual Asset Management   February 2010 - January 2012
Cambridge Associates  August 2008 - February 2010
Lucero Summit Software   April 2005 - July 2008

Skills
Social Media, Sales, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Research, Microsoft Office, Visio, Corporate Governance, Twitter, Westlaw, Board Governance

Education
Florida State University   2003 — 2007
BA, Humanities

Boston University   2012 — 2012
Paralegal Studies

Jason Kirby, CPA Jason Kirby, CPA Greater Boston Area Details
Jason Kirby, CPA's Old Mutual Asset Management Experience February 2009 - October 2010
Job Compliance Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management  September 2010 - Present
Old Mutual Asset Management   February 2009 - October 2010
KPMG Audit  September 2005 - November 2008

Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Internal Audit, GAAP, CPA, Hedge Funds, Due Diligence

Education
D'Amore-McKim School of Business at Northeastern University   2005 — 2006
M.S, Accounting

Stonehill College   2001 — 2005
B.S., Accounting

Liz Chipman, CPP Liz Chipman, CPP Greater Boston Area Details
Liz Chipman, CPP's Old Mutual Asset Management Experience 1996 - Present
Job Payroll Manager at Old Mutual
Industry Investment Management
Experience
Old Mutual  July 1996 - Present
Old Mutual Asset Management   1996 - Present

Skills
CPP

Education
Roger Williams University   1978 — 1982
Bachelor's degree, Business/Computer Science

Andy Decker, CAMS Andy Decker, CAMS Greater Philadelphia Area Details
Andy Decker, CAMS's Old Mutual Asset Management Experience November 2000 - August 2005
Job Compliance Officer at SEI
Industry Financial Services
Experience
SEI  August 2005 - Present
SEI Investments  2005 - Present
US Navy  August 1981 - September 2006
Old Mutual Asset Management   November 2000 - August 2005

Education
Temple University
BBA, Finance

James Vitalie James Vitalie Greater New York City Area Details
James Vitalie's Old Mutual Asset Management Experience 2005 - 2007
Job President at JamesAlpha Management
Industry Financial Services
Experience
JamesAlpha Management   2008 - Present
Old Mutual Asset Management   2005 - 2007
Curian Capital  November 2001 - December 2004
CBIZ  1990 - 2001
Allbridge Solutions(formerly StatementOne)   1998 - 2000

Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds

Education
Syracuse University College of Law   1984 — 1987
JD

University of Pittsburgh   1977 — 1981
BA, Political Science

Sue Talmadge Sue Talmadge Greater Boston Area Details
Sue Talmadge's Old Mutual Asset Management Experience May 2011 - October 2014
Job Senior Financial Analyst at Ropes & Gray LLP
Industry Investment Management
Experience
Ropes & Gray LLP  October 2014 - Present
Old Mutual Asset Management   May 2011 - October 2014
Pioneer Investments  December 2007 - May 2011
Washington Mutual Bank Inc.   September 2004 - November 2007

Skills
Financial Modeling, Financial Analysis, Budgets, Strategic Financial..., Asset Management, Business Analysis, Project Planning, Forecasting, Strategic Planning, Process Improvement, Financial Accounting, Microsoft Word, Sarbanes-Oxley Act, Mutual Funds, Banking, Research, Financial Reporting, General Ledger

Education
Seton Hall University   2002 — 2004
MBA, Management

University of Massachusetts Boston   1995 — 1999
BA, Accounting

Ryan Conboy Ryan Conboy Greater Boston Area Details
Ryan Conboy's Old Mutual Asset Management Experience March 2008 - October 2009
Job
Industry Financial Services
Experience
Breckinridge Capital Advisors  May 2010 - Present
Old Mutual Asset Management   March 2008 - October 2009
State Street  March 2007 - February 2008

Education
University of Massachusetts, Amherst   2002 — 2006
BA, Economics

Chris Hadley Chris Hadley Greater Boston Area Details
Chris Hadley's Old Mutual Asset Management Experience February 2014 - Present
Job Executive Vice President, Chief Talent Officer
Industry Financial Services
Experience
Old Mutual Asset Management   February 2014 - Present
Old Mutual Asset Management   July 2012 - Present
Old Mutual Asset Management   October 2010 - July 2012
Old Mutual Asset Management   July 2006 - September 2010
Putnam Investments  1997 - 2006
Fleet Financial Group  1992 - 1997

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
BS

Laura Ferrier Laura Ferrier Boston, Massachusetts Details
Laura Ferrier's Old Mutual Asset Management Experience September 2011 - Present
Job Vice President, Head of Internal Audit at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management   September 2011 - Present
Old Mutual Asset Management   March 2009 - September 2011
KPMG LLP  January 2001 - December 2008

Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, Enterprise Risk..., Financial Risk..., Financial Controlling, External Audit, IT Audit, Financial Reporting, Process Improvement, Financial Analysis, Investments, Sarbanes-Oxley, Accounting

Education
Binghamton University - School of Management   1993 — 1997
BS, Accounting and Finance

Theresa Pluskey Theresa Pluskey Melrose, Massachusetts Details
Theresa Pluskey's Old Mutual Asset Management Experience 1998 - 2009
Job Nonprofit Administration
Industry Nonprofit Organization Management
Experience
Melrose Alliance Against Violence   April 2015 - Present
New England Investment and Retirement Group   September 2010 - August 2013
Old Mutual Asset Management   1998 - 2009
Scudder Kemper  1992 - 1998
Ropes and Gray  1990 - 1992
Fine and Ambrogne   1988 - 1990
Gordon Hurwitz Butowsky   1986 - 1988

Skills
Investment Advisory, Financial Services, Investments, Asset Management, Management, Alternative Investments, Hedge Funds, Risk Management, Portfolio Management

Education
D'Amore-McKim School of Business at Northeastern University   1997 — 1999
MBA

State University of New York College at Brockport   1982 — 1986
BS, Finance and Economics

Adelphi University
Paralegal Certificate - Corporate Law

Anna Scaife Anna Scaife Greater New York City Area Details
Anna Scaife's Old Mutual Asset Management Experience December 2012 - June 2013
Job Legislative Aide and Special Projects Coordinator
Industry Public Policy
Experience
New York City Council  September 2015 - Present
New York City Council  July 2014 - September 2015
Old Mutual Asset Management   December 2012 - June 2013
Center for Reproductive Rights  October 2009 - December 2009
EMILY's List  June 2009 - August 2009
The Esler Group   September 2008 - May 2009
Tracey Brooks for Congress   June 2008 - August 2008
Eleanor Roosevelt Legacy Committee   January 2008 - May 2008

Education
Barnard College
Bachelor of Arts, Political Science

Institut d'Etudes politiques de Strasbourg   2010 — 2010
Study Exchange, Political Science

Cassidy Dadaos Cassidy Dadaos New York, New York Details
Cassidy Dadaos's Old Mutual Asset Management Experience November 2010 - July 2011
Job Associate Director, Alumni Relations at NYU Stern School of Business
Industry Higher Education
Experience
NYU Stern School of Business  March 2015 - Present
NYU Stern School of Business  September 2014 - March 2015
New York University  July 2011 - September 2014
Old Mutual Asset Management   November 2010 - July 2011
Old Mutual Asset Management   November 2009 - February 2011
Brandeis University: Gosman Athletic Center   September 2006 - May 2009

Skills
Event Planning, Social Media, Research, Microsoft Office, PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Outlook, Fundraising, Project Management, Non-profits, Employee Relations

Education
NYU Stern School of Business   2012 — 2015
Master of Business Administration (MBA), Global Business & Management Specializations

Brandeis University   2005 — 2009
B.A., Sociology / American Studies

Erin Hodges Erin Hodges Dallas/Fort Worth Area Details
Erin Hodges's Old Mutual Asset Management Experience May 2011 - December 2012
Job Audit Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  December 2012 - Present
Old Mutual Asset Management   May 2011 - December 2012
Bain Capital  2010 - 2011
Ernst & Young  2008 - 2010

Skills
Training, Internal Audit

Education
Baylor University - Hankamer School of Business   2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Rosemary McCormack Rosemary McCormack Greater Boston Area Details
Rosemary McCormack's Old Mutual Asset Management Experience May 2006 - April 2010
Job VP, Asst. General Counsel at The Baupost Group
Industry Financial Services
Experience
The Baupost Group  April 2012 - Present
Raptor Capital Management  May 2010 - March 2012
Old Mutual Asset Management   May 2006 - April 2010
Goodwin Procter LLP  January 2005 - May 2006
Testa, Hurwitz & Thibeault, LLP   September 2001 - January 2005

Skills
Private Equity, Securities Regulation, Corporate Governance, Corporate Law, Fixed Income, Due Diligence, Venture Capital, Mergers & Acquisitions, Alternative Investments, Intellectual Property

Education
Boston College Law School   1998 — 2001
J.D.

Mount Holyoke College   1995 — 1998
B.A.

Jennifer Souza Jennifer Souza Boston, Massachusetts Details
Jennifer Souza's Old Mutual Asset Management Experience December 2013 - Present
Job SVP, Director of Affiliate Management at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management   December 2013 - Present
BNY Mellon Wealth Management  January 2013 - November 2013
BNY Mellon Wealth Management  April 2010 - December 2012
Canaccord Adams  July 2002 - March 2010
Berkshire Capital  July 1997 - June 2000

Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration

Education
Harvard Business School   2000 — 2002
Master of Business Administration (MBA)

Harvard University   1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General

Frank Durban Jackson Frank Durban Jackson Atlanta, Georgia Details
Frank Durban Jackson's Old Mutual Asset Management Experience March 2003 - December 2003
Job Partner Tax Services at Catrakilis Kraitzick Hrabova
Industry Accounting
Experience
Catrakilis Kraitzick Hrabova LLC   June 2005 - Present
Group 4 Securicor PLC   April 2004 - March 2005
Old Mutual Asset Management   March 2003 - December 2003
FFS Financial   February 2000 - December 2002
The Leisure Corporation Direct Sales   February 1997 - January 2000
Mazars  February 1994 - January 1997

Education
University of South Africa   1994 — 1994
BCompt Hons, Accounting Honors

University of Cape Town   1989 — 1992
BBusSc, Accounting & Finance

Westville Boys High School   1984 — 1988

Jamari Jones Jamari Jones Greater Boston Area Details
Jamari Jones's Old Mutual Asset Management Experience May 2012 - August 2012
Job College Advisor
Industry Education Management
Experience
College Advising Corps  July 2015 - Present
State Street  August 2014 - July 2015
CVS Caremark Corporation  June 2014 - August 2014
Plymouth Rock Assurance  June 2013 - August 2013
Old Mutual Asset Management   May 2012 - August 2012
Commonwealth Corporation  March 2009 - August 2010
Brodeur Partners  April 2010 - May 2010

Skills
Non-profits, Employee Relations, Organizational..., Team Building, Leadership Development, Microsoft Office, Nonprofits, Microsoft Excel, Research

Education
Centre College   2010 — 2014
Bachelor of Arts (B.A.), Government and Anthropology

Fenway High School   2008 — 2010
High School Diploma

Yong Zhang, MBA, MST, CPA Yong Zhang, MBA, MST, CPA Greater Boston Area Details
Yong Zhang, MBA, MST, CPA's Old Mutual Asset Management Experience 2005 - 2005
Job Manager of Tax at Acushnet Company
Industry Telecommunications
Experience
Acushnet Company  March 2015 - Present
American Tower  July 2013 - March 2015
Puma  June 2012 - July 2013
Monitor Group  November 2006 - June 2012
RSM McGladrey  2002 - October 2006
Old Mutual Asset Management   2005 - 2005

Skills
QuickBooks, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Financial Reporting, Accounting, Auditing, Tax Research, Financial Analysis, International Tax, FIN 48, FAS 5, OneSource, Transfer Pricing, Tax Preparation, Hyperion Enterprise, Sales, Partnership Taxation, SAP, Tax Returns, Tax Law, State Tax

Education
Suffolk University - Sawyer School of Management   2005 — 2010
Master, MBA - International Business Concentration

Bentley College - Elkin B. McCallum Graduate School of Business   2002 — 2003
Master, Taxation

Bentley College   1998 — 2002
Bachelor, Accounting

Meghan Driscoll Meghan Driscoll Boston, Massachusetts Details
Meghan Driscoll's Old Mutual Asset Management Experience March 2010 - Present
Job Senior Risk Associate at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management   March 2010 - Present
Merrill Lynch  June 2007 - March 2010

Skills
CAIA Level II Candidate, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, FactSet

Education
Fairfield University   2003 — 2007
Bachelor of Science (BS), Marketing

Doug Reardon Doug Reardon Greater Boston Area Details
Doug Reardon's Old Mutual Asset Management Experience 2012 - Present
Job Senior Audit Manager at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management   2012 - Present
State Street  2007 - 2012
Brown Brothers Harriman  2001 - 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Internal Audit

Education
Fitchburg State University

Adam Caponigro Adam Caponigro Boston, Massachusetts Details
Adam Caponigro's Old Mutual Asset Management Experience June 2006 - April 2012
Job IT Manager at Veracode
Industry Information Technology and Services
Experience
Veracode  January 2014 - Present
Choate, Hall & Stewart   April 2012 - December 2013
Old Mutual Asset Management   June 2006 - April 2012
Getronics USA   October 2005 - June 2006
Bob's Stores  September 1994 - September 2004

Skills
VMware, Active Directory, Operating Systems, Data Center, SAN, Disaster Recovery, Virtualization, Servers, Cisco Technologies, Blackberry Enterprise..., Hyper-V, System Design, Integration, Architecture, System Administration, Windows Server, Citrix, VMware ESX, DNS, Microsoft Exchange, Administration, Operation, Architectures, Cisco, NetApp, Server Architecture, SharePoint, Group Policy, Network Administration, Cisco UCS, HP Proliant, SCOM, Agile Methodologies

Education
University of Massachusetts at Lowell
Computer Science

Quiana Lee-Gaines Quiana Lee-Gaines Boston, Massachusetts Details
Quiana Lee-Gaines's Old Mutual Asset Management Experience April 2012 - January 2013
Job Support Desk Team Lead at Old Mutual Asset Management
Industry Investment Management
Experience
Old Mutual Asset Management   April 2012 - January 2013
Old Mutual Asset Management   December 2010 - April 2012
Bank of America  August 2007 - August 2010

Skills
Customer Service, Microsoft Office, Citrix, RSA SecurID, Checkpoint, Blackberry, Blackberry Enterprise..., Active Directory, Norton Ghost, Nortel, iPhone, Genesys, Computer Hardware..., Software Installation, Exchange Management, Change Management, Time Management, Video Conferencing, Audio Conferencing, Printer Support, ricoh, HP Printers, Telecom Expense...

Education
University of Massachusetts Boston   2013 — 2015
Bachelor of Science (BS), Information Technology, 3.75

American InterContinental University   2004 — 2004
Associate of Arts (AA), Business Administration and Management, General

Hasan Shah Hasan Shah Baltimore, Maryland Area Details
Hasan Shah's Old Mutual Asset Management Experience August 2004 - March 2006
Job Senior Risk Manager | Fannie Mae
Industry Financial Services
Experience
Fannie Mae  March 2015 - August 2015
Wilmington Trust  September 2014 - February 2015
Morgan Stanley Wealth Management  March 2006 - August 2014
Old Mutual Asset Management   August 2004 - March 2006

Skills
Teaching, Photoshop, Finance

Education
Towson University   2014 — 2016
Master of Science (MS)

University of Maryland Baltimore County   2001 — 2003
International Relations & Macro Economics

Rosaline Budiman Rosaline Budiman Quincy, Massachusetts Details
Rosaline Budiman's Old Mutual Asset Management Experience 2008 - 2013
Job Investment Management Professional
Industry Investment Management
Experience
Old Mutual Asset Management   2008 - 2013
Immunetics  2006 - 2008

Skills
Monthly Closing, Account Reconciliation, Accounts Receivable, Accounts Payable, Fixed Assets, Financial Statements, Variance Analysis, Budget Process

Education
University of Massachusetts Boston
Bachelor's degree, Accounting

University of Phoenix
Master's degree, Accounting

Tom Turpin Tom Turpin Chicago, Illinois Details
Tom Turpin's Old Mutual Asset Management Experience 2008 - 2010
Job Chief Operating Officer at Heitman
Industry Real Estate
Experience
Heitman  July 2013 - Present
Old Mutual Asset Management   2008 - 2010
Old Mutual Asset Management   2002 - 2008
Putnam Investments  2000 - 2002
Putnam Investments  1998 - 2000
Putnam Investments  1994 - 1998
Putnam Investments  1993 - 1994
The Boston Company (Boston Safe Deposit & Trust)   1982 - 1993

Skills
Securities, Financial Services, Asset Management, Retail, Management, Investments, Mergers, Finance, Private Equity, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Due Diligence

Education
Assumption College   1978 — 1982
Accounting

Anne Marie Reardon Anne Marie Reardon Overland Park, Kansas Details
Anne Marie Reardon's Old Mutual Asset Management Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust Corporation  2006 - 2011
Old Mutual Asset Management   2005 - 2006
Brown Brothers Harriman  2000 - 2004

Skills
Financial Services, Mutual Funds, Global Custody, Relationship Management, Investments, Asset Management, Fund Administration, Superior Client Service

Education
University College Dublin   1994 — 1995
Master of Business Studies

National University of Ireland, Galway   1991 — 1994
Bachelor of Business Studies

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