Old Mutual Capital
Industry: Capital market company
DescriptionFounded: 2004 Parent organizations: BrightSphere Investment, Touchstone Advisors, Inc. Subsidiaries: Old Mutual Investment Partners, OMCAP Investors
Old Mutual Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Old Mutual Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Old Mutual Capital Employees
Employee
Years
Job
Industry
Rhonda Mills Rhonda Mills's Old Mutual Capital Experience June 2006 - December 2009
Job Attorney
Industry Financial Services
Experience
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Shawne Stone Shawne Stone's Old Mutual Capital Experience November 2004 - January 2006
Job Staff Accountant
Industry Construction
Experience
CDI - Consolidated Divisions Inc. March 2015 - Present
Westmoreland Coal Company November 2013 - February 2015
America's Mortgage LLC August 2012 - October 2013
Bazi Inc October 2006 - June 2012
Miller Weingarten Realty LLC March 2006 - August 2006
Old Mutual Capital November 2004 - January 2006
Leprino Foods August 2004 - November 2004
Stonebridge Companies June 2004 - August 2004
Leprino Foods January 2003 - February 2004
ISEC, Inc January 2000 - January 2001
Skills
General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
Arapahoe Community College 2007 — 2009
Associates Degree, Accounting
CDI - Consolidated Divisions Inc. March 2015 - Present
Westmoreland Coal Company November 2013 - February 2015
America's Mortgage LLC August 2012 - October 2013
Bazi Inc October 2006 - June 2012
Miller Weingarten Realty LLC March 2006 - August 2006
Old Mutual Capital November 2004 - January 2006
Leprino Foods August 2004 - November 2004
Stonebridge Companies June 2004 - August 2004
Leprino Foods January 2003 - February 2004
ISEC, Inc January 2000 - January 2001
Skills
General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
Arapahoe Community College 2007 — 2009
Associates Degree, Accounting
Clay Mitchell, CFA Clay Mitchell, CFA's Old Mutual Capital Experience September 2008 - July 2009
Job Marketing & Analytics at Cambiar Investors
Industry Financial Services
Experience
Cambiar Investors May 2011 - Present
TIAA-CREF November 2010 - May 2011
Janus Capital Group February 2010 - March 2010
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital May 2006 - September 2008
Old Mutual Capital March 2005 - May 2006
GMAC January 2005 - March 2005
Reed Business Information July 2003 - October 2004
Frontier Airlines May 2001 - August 2001
Skills
Series 7, Asset Management, Securities, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Financial Services, Management, Portfolio Management, Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2003
BS, Business Administration--Finance
Cambiar Investors May 2011 - Present
TIAA-CREF November 2010 - May 2011
Janus Capital Group February 2010 - March 2010
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital May 2006 - September 2008
Old Mutual Capital March 2005 - May 2006
GMAC January 2005 - March 2005
Reed Business Information July 2003 - October 2004
Frontier Airlines May 2001 - August 2001
Skills
Series 7, Asset Management, Securities, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Financial Services, Management, Portfolio Management, Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2003
BS, Business Administration--Finance
Karen Gilomen Karen Gilomen's Old Mutual Capital Experience October 2005 - December 2009
Job VP General Counsel & CCO at Monticello Associates, Inc.
Industry Investment Management
Experience
Monticello Associates, Inc. January 2010 - Present
Old Mutual Capital October 2005 - December 2009
Founders Asset Management June 2002 - October 2005
Myer, Swanson, Adams & Wolf, P.C. April 1998 - May 2002
Skills
Securities, Hedge Funds, Securities Regulation, FINRA, Mutual Funds, Asset Management, Alternative Investments, Equities, Due Diligence, Financial Services, Capital Markets
Education
University of Denver - Sturm College of Law 1994 — 1997
Juris Doctor
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science in Finance, magna cum laude, 4.7/5.0
Monticello Associates, Inc. January 2010 - Present
Old Mutual Capital October 2005 - December 2009
Founders Asset Management June 2002 - October 2005
Myer, Swanson, Adams & Wolf, P.C. April 1998 - May 2002
Skills
Securities, Hedge Funds, Securities Regulation, FINRA, Mutual Funds, Asset Management, Alternative Investments, Equities, Due Diligence, Financial Services, Capital Markets
Education
University of Denver - Sturm College of Law 1994 — 1997
Juris Doctor
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science in Finance, magna cum laude, 4.7/5.0
Emily Berman, CMP Emily Berman, CMP's Old Mutual Capital Experience January 2008 - July 2009
Job Certified Meeting Professional specializing in global events
Industry Events Services
Experience
Metacred, Inc. January 2015 - Present
Precious Metals Summit Conferences, LLC May 2011 - September 2014
Denver Gold Group January 2011 - May 2011
Janus Capital Group May 2010 - December 2010
Old Mutual Capital January 2008 - July 2009
Colorado Symphony Orchestra January 2006 - January 2008
Colorado Business Committee for the Arts (CBCA) August 2004 - January 2006
Laughlin Constable Advertising Agency August 2003 - April 2004
Skills
Event Planning, Marketing Communications, Event Management, Marketing, Public Relations, Social Media, Trade Shows, Social Media Marketing, Advertising, Budgets, Meeting Planning, Integrated Marketing, Corporate Events, Email Marketing, Account Management, Nonprofits, Sponsorship, Contract Negotiation
Education
Regis University 2004 — 2006
Master, Nonprofit Business Management
Marquette University 1999 — 2003
Bachelor of Arts, Public Relations Marketing
Metacred, Inc. January 2015 - Present
Precious Metals Summit Conferences, LLC May 2011 - September 2014
Denver Gold Group January 2011 - May 2011
Janus Capital Group May 2010 - December 2010
Old Mutual Capital January 2008 - July 2009
Colorado Symphony Orchestra January 2006 - January 2008
Colorado Business Committee for the Arts (CBCA) August 2004 - January 2006
Laughlin Constable Advertising Agency August 2003 - April 2004
Skills
Event Planning, Marketing Communications, Event Management, Marketing, Public Relations, Social Media, Trade Shows, Social Media Marketing, Advertising, Budgets, Meeting Planning, Integrated Marketing, Corporate Events, Email Marketing, Account Management, Nonprofits, Sponsorship, Contract Negotiation
Education
Regis University 2004 — 2006
Master, Nonprofit Business Management
Marquette University 1999 — 2003
Bachelor of Arts, Public Relations Marketing
Kristin (O'Grady) Green Kristin (O'Grady) Green's Old Mutual Capital Experience September 2008 - July 2009
Job Marketing
Industry Financial Services
Experience
The Ribble Group, Keller Williams Realty April 2014 - April 2015
Great-West Retirement Services October 2009 - March 2014
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital February 2007 - September 2008
duPont Aerospace Company, Inc. May 2001 - July 2006
San Diego State University Foundation, Center for Behavioral Teratology January 2001 - February 2003
Art of Science January 2000 - April 2001
Skills
Vendor Management, Project Management, Marketing, Investments, Strategic Planning, Management, Leadership, Financial Services, Customer Service, Insurance, Mutual Funds, Process Improvement, Relationship Management, Analysis, Marketing Strategy
Education
San Diego State University-California State University 1998 — 2002
BA, Psychology
The Ribble Group, Keller Williams Realty April 2014 - April 2015
Great-West Retirement Services October 2009 - March 2014
Old Mutual Capital September 2008 - July 2009
Old Mutual Capital February 2007 - September 2008
duPont Aerospace Company, Inc. May 2001 - July 2006
San Diego State University Foundation, Center for Behavioral Teratology January 2001 - February 2003
Art of Science January 2000 - April 2001
Skills
Vendor Management, Project Management, Marketing, Investments, Strategic Planning, Management, Leadership, Financial Services, Customer Service, Insurance, Mutual Funds, Process Improvement, Relationship Management, Analysis, Marketing Strategy
Education
San Diego State University-California State University 1998 — 2002
BA, Psychology
David Perkes, CIMA® David Perkes, CIMA®'s Old Mutual Capital Experience September 2007 - August 2009
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.
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.
Justin Symons Justin Symons's Old Mutual Capital Experience September 2006 - December 2009
Job Art Director at Swirl
Industry Marketing and Advertising
Experience
Swirl August 2015 - Present
Lithium Technologies March 2015 - August 2015
Ketchum March 2010 - February 2015
Ozone Online January 2010 - March 2010
Old Mutual Capital September 2006 - December 2009
PRACO June 2005 - August 2005
Skills
Graphic Design, Art Direction, Advertising, Interaction Design, Brand Development, Dreamweaver, User Interface Design, SEO, Illustration, Typography, Email Marketing, Corporate Identity, Web Design, Layout, Illustrator, Corporate Branding, Logo Design, Social Media Marketing
Education
University of Northern Colorado 2001 — 2006
Bachelor of Arts, Graphic Design
Swirl August 2015 - Present
Lithium Technologies March 2015 - August 2015
Ketchum March 2010 - February 2015
Ozone Online January 2010 - March 2010
Old Mutual Capital September 2006 - December 2009
PRACO June 2005 - August 2005
Skills
Graphic Design, Art Direction, Advertising, Interaction Design, Brand Development, Dreamweaver, User Interface Design, SEO, Illustration, Typography, Email Marketing, Corporate Identity, Web Design, Layout, Illustrator, Corporate Branding, Logo Design, Social Media Marketing
Education
University of Northern Colorado 2001 — 2006
Bachelor of Arts, Graphic Design
Seamus Campbell - MBA Seamus Campbell - MBA's Old Mutual Capital Experience June 2007 - July 2008
Job Experienced Financial Sales Representative
Industry Financial Services
Experience
Delaware Investments January 2013 - Present
Westgate Property Management June 2011 - May 2012
ALPS Fund Services, Inc. June 2008 - July 2010
Old Mutual Capital June 2007 - July 2008
Gartmore Riverview February 2004 - June 2007
SEI Investments July 2000 - February 2004
Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement
Education
St. Joseph's University 2009 — 2012
MBA, Business, 3.75
Roanoke College 1995 — 2000
Business, Accounting
Delaware Investments January 2013 - Present
Westgate Property Management June 2011 - May 2012
ALPS Fund Services, Inc. June 2008 - July 2010
Old Mutual Capital June 2007 - July 2008
Gartmore Riverview February 2004 - June 2007
SEI Investments July 2000 - February 2004
Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement
Education
St. Joseph's University 2009 — 2012
MBA, Business, 3.75
Roanoke College 1995 — 2000
Business, Accounting
Andra Purkalitis Andra Purkalitis's Old Mutual Capital Experience June 2005 - May 2011
Job Chief Executive Officer North America at Aviva Investors
Industry Financial Services
Experience
Aviva Investors June 2014 - Present
Aviva Investors May 2011 - June 2014
Old Mutual Capital June 2005 - May 2011
ICON Advisers February 2002 - May 2005
University of Denver January 2000 - May 2002
Founders Asset Management October 1998 - February 2002
Skills
Governance, Strategy, Asset Managment, Investments, Leadership, Mutual Funds, Asset Management, Mergers & Acquisitions, Equities, Fixed Income, Investment Management, Securities
Education
University of Denver - Sturm College of Law 1984 — 1987
JD
Lincoln High School
University of Nebraska-Lincoln
BA, Political Science
Aviva Investors June 2014 - Present
Aviva Investors May 2011 - June 2014
Old Mutual Capital June 2005 - May 2011
ICON Advisers February 2002 - May 2005
University of Denver January 2000 - May 2002
Founders Asset Management October 1998 - February 2002
Skills
Governance, Strategy, Asset Managment, Investments, Leadership, Mutual Funds, Asset Management, Mergers & Acquisitions, Equities, Fixed Income, Investment Management, Securities
Education
University of Denver - Sturm College of Law 1984 — 1987
JD
Lincoln High School
University of Nebraska-Lincoln
BA, Political Science
Ashley Lyons, CPA Ashley Lyons, CPA's Old Mutual Capital Experience September 2010 - May 2012
Job Manager, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
Kelly Bauerle, MBA Kelly Bauerle, MBA's Old Mutual Capital Experience March 2005 - September 2009
Job Regional Business Consultant at James Alpha Management, LLC
Industry Financial Services
Experience
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
James Alpha Management June 2011 - Present
Transamerica Capital November 2009 - June 2011
Old Mutual Investment Partners March 2005 - September 2009
Old Mutual Capital March 2005 - September 2009
Old Mutual Investment Partners 2005 - 2006
American Express Financial Advisors 2002 - 2004
Provident Bank 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Series7, Series 66, Series 24, Sales Management, Wholesaling, Mutual Funds, Annuities, Client Relationship..., MBA, Financial Services, Investments, Wholesale, Uniform Combined State..., Alternative Investments, Fixed Annuities, CRM, Series 7, Securities, Financial Advisory, Strategic Financial..., Asset Management, Finance, Financial Planning, Retirement Planning, Series 63
Education
University of Cincinnati College of Business 2001 — 2002
MBA, Management, Finance and Entrepreneurship
University of Northern Colorado 1995 — 1999
BA, Theatre Arts, Dance Performance and Choreography
Cottonwood High School 1992 — 1995
High School Diploma
Aaron Hunt Aaron Hunt's Old Mutual Capital Experience September 2004 - September 2005
Job Senior Manager, Data Analytics at Agility Solutions
Industry Management Consulting
Experience
Agility Solutions May 2007 - Present
Protiviti 2005 - 2007
Old Mutual Capital September 2004 - September 2005
Skills
Data Analysis, Internal Audit, Management Consulting, Enterprise Risk..., Telecommunications, Business Process, Business Analysis, Internal Controls, Financial Services, Margin, PMP, Revenue Assurance, Sarbanes-Oxley, Sarbanes-Oxley Act, Information Technology, IT Audit, SQL, Analysis, Margin Assurance, Cost Assurance, Project Management, Auditing, Process Improvement, Microsoft SQL Server, Business Intelligence, Data Modeling, Agile Methodologies
Education
Brigham Young University
Bachelor of Science (BS), Economics
Agility Solutions May 2007 - Present
Protiviti 2005 - 2007
Old Mutual Capital September 2004 - September 2005
Skills
Data Analysis, Internal Audit, Management Consulting, Enterprise Risk..., Telecommunications, Business Process, Business Analysis, Internal Controls, Financial Services, Margin, PMP, Revenue Assurance, Sarbanes-Oxley, Sarbanes-Oxley Act, Information Technology, IT Audit, SQL, Analysis, Margin Assurance, Cost Assurance, Project Management, Auditing, Process Improvement, Microsoft SQL Server, Business Intelligence, Data Modeling, Agile Methodologies
Education
Brigham Young University
Bachelor of Science (BS), Economics
Kevin O'Brien, CFA Kevin O'Brien, CFA's Old Mutual Capital Experience September 2006 - March 2007
Job Consultant at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
John Pechacek John Pechacek's Old Mutual Capital Experience January 2006 - December 2007
Job Art Director | Graphic Designer | Photographer | Creative Strategy Consultant | Entrepreneur
Industry Marketing and Advertising
Experience
University of Colorado Hospital September 2013 - Present
Bella Ag May 2010 - Present
Two Bird Photography June 2012 - Present
University of Colorado Foundation March 2010 - September 2013
University of Northern Colorado June 2009 - March 2012
Bella Health Systems December 2007 - June 2010
University of Northern Colorado January 2008 - March 2010
Old Mutual Capital January 2006 - December 2007
AIGA COLORADO January 2006 - September 2006
Verbena-Design November 2005 - January 2006
Skills
Web Design, Photography, Brand Development, Account Management, Art Direction, Graphic Design, Advertising, Adobe Creative Suite, Logo Design, Wordpress, Project Management, Social Media, Web Analytics, Social Media Marketing, Multimedia, Awesomeness, Non-profits, Start-ups, Creative Direction, Creative Strategy, Digital Strategy, Entrepreneur, Software Design, Software Deployment, Project Coordination, HTML, Web Project Management, Mac OS X, Software Project..., New Media, Nonprofits, Marketing, Public Relations, Direct Mail, Web Development, Strategy, Posters, User Interface Design, Branding & Identity, User Experience, Dreamweaver, Email Marketing, Copywriting, Typography, InDesign, Corporate Branding, Corporate Identity, Online Marketing, OS X
Education
University of Northern Colorado 2000 — 2005
B.A, Visual Arts; Graphic Design; Photographic Imaging
University of Colorado Hospital September 2013 - Present
Bella Ag May 2010 - Present
Two Bird Photography June 2012 - Present
University of Colorado Foundation March 2010 - September 2013
University of Northern Colorado June 2009 - March 2012
Bella Health Systems December 2007 - June 2010
University of Northern Colorado January 2008 - March 2010
Old Mutual Capital January 2006 - December 2007
AIGA COLORADO January 2006 - September 2006
Verbena-Design November 2005 - January 2006
Skills
Web Design, Photography, Brand Development, Account Management, Art Direction, Graphic Design, Advertising, Adobe Creative Suite, Logo Design, Wordpress, Project Management, Social Media, Web Analytics, Social Media Marketing, Multimedia, Awesomeness, Non-profits, Start-ups, Creative Direction, Creative Strategy, Digital Strategy, Entrepreneur, Software Design, Software Deployment, Project Coordination, HTML, Web Project Management, Mac OS X, Software Project..., New Media, Nonprofits, Marketing, Public Relations, Direct Mail, Web Development, Strategy, Posters, User Interface Design, Branding & Identity, User Experience, Dreamweaver, Email Marketing, Copywriting, Typography, InDesign, Corporate Branding, Corporate Identity, Online Marketing, OS X
Education
University of Northern Colorado 2000 — 2005
B.A, Visual Arts; Graphic Design; Photographic Imaging
Ryan Strauser Ryan Strauser's Old Mutual Capital Experience July 2006 - October 2009
Job VP Investment Management at Jackson
Industry Financial Services
Experience
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
Jackson May 2011 - Present
RS Consulting October 2009 - May 2011
Old Mutual Capital July 2006 - October 2009
Great-West March 2003 - July 2006
OppenheimerFunds February 1998 - March 2003
Education
University of Colorado Denver 2002 — 2004
MBA, Business
Wartburg College 1993 — 1997
BA, Marketing, Psychology
William T. Davis William T. Davis's Old Mutual Capital Experience June 2004 - January 2007
Job Principal Writer for DST Systems Global PR Group
Industry Public Relations and Communications
Experience
DST Systems November 2012 - Present
CSG-PR May 2008 - November 2012
Old Mutual Capital June 2004 - January 2007
AEGON/Transamerica Fund Advisors January 2000 - February 2004
AEGON EQUITY GROUP September 1993 - January 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Investments, Asset Allocation, Securities, Fixed Annuities, Asset Managment, Financial Services, Retirement, Retirement Planning, Hedge Funds, Equities, ETFs, Wealth Management, Public Relations, Series 24, Marketing Communications, Investment Strategies, Media Relations, Marketing, Investment Management, Content Development, Content Strategy, Crisis Communications, Editing, Press Releases, Asset Management
Education
Eckerd College 1988 — 1990
BA, Management, Marketing
University of Florida
DST Systems November 2012 - Present
CSG-PR May 2008 - November 2012
Old Mutual Capital June 2004 - January 2007
AEGON/Transamerica Fund Advisors January 2000 - February 2004
AEGON EQUITY GROUP September 1993 - January 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Investments, Asset Allocation, Securities, Fixed Annuities, Asset Managment, Financial Services, Retirement, Retirement Planning, Hedge Funds, Equities, ETFs, Wealth Management, Public Relations, Series 24, Marketing Communications, Investment Strategies, Media Relations, Marketing, Investment Management, Content Development, Content Strategy, Crisis Communications, Editing, Press Releases, Asset Management
Education
Eckerd College 1988 — 1990
BA, Management, Marketing
University of Florida
Bill Zdinak Bill Zdinak's Old Mutual Capital Experience June 2005 - May 2006
Job Vendor Oversight and Fund Operations Specialist at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
Cetera Advisors LLC April 2014 - June 2014
TIAA-CREF June 2010 - December 2013
TIAA-CREF January 2009 - May 2009
Old Mutual Capital Inc June 2005 - September 2008
Old Mutual Capital June 2005 - May 2006
American Century Investments May 2001 - May 2005
American Century Investments January 1997 - May 2001
Environmental Chemical Corporation March 1993 - November 1996
Rocky Mountain Analytical LAboratory February 1986 - January 1993
Skills
CRM, Process Improvement, Analysis, SDLC, Vendor Management, Microsoft SQL Server, Mutual Funds, Business Analysis, Program Management, Finance, Financial Services, Leadership, Investments, Training, SharePoint, Customer Service
Education
Colorado School of Mines 1985 — 1988
MS, Geochemistry
New England College 1983 — 1985
Geology
Transamerica June 2014 - Present
Cetera Advisors LLC April 2014 - June 2014
TIAA-CREF June 2010 - December 2013
TIAA-CREF January 2009 - May 2009
Old Mutual Capital Inc June 2005 - September 2008
Old Mutual Capital June 2005 - May 2006
American Century Investments May 2001 - May 2005
American Century Investments January 1997 - May 2001
Environmental Chemical Corporation March 1993 - November 1996
Rocky Mountain Analytical LAboratory February 1986 - January 1993
Skills
CRM, Process Improvement, Analysis, SDLC, Vendor Management, Microsoft SQL Server, Mutual Funds, Business Analysis, Program Management, Finance, Financial Services, Leadership, Investments, Training, SharePoint, Customer Service
Education
Colorado School of Mines 1985 — 1988
MS, Geochemistry
New England College 1983 — 1985
Geology
Joe Estrella Joe Estrella's Old Mutual Capital Experience September 2008 - September 2009
Job Relationship Manager at GreatWest Retirement Services
Industry Investment Management
Experience
Great-West Retirement Services January 2010 - Present
Old Mutual Capital September 2008 - September 2009
Old Mutual February 2006 - August 2008
American Century Investments October 2004 - May 2005
American Century Investments January 2000 - May 2005
American Century Investments September 1996 - May 2005
Skills
Project Management, Business Strategy, Leadership, Operations Management, Customer Service, Mutual Funds, CRM, Management, Finance, Training, Sales, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Asset Allocation
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor of Science, Management
Great-West Retirement Services January 2010 - Present
Old Mutual Capital September 2008 - September 2009
Old Mutual February 2006 - August 2008
American Century Investments October 2004 - May 2005
American Century Investments January 2000 - May 2005
American Century Investments September 1996 - May 2005
Skills
Project Management, Business Strategy, Leadership, Operations Management, Customer Service, Mutual Funds, CRM, Management, Finance, Training, Sales, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Asset Allocation
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor of Science, Management
Joseph Hillebrand Joseph Hillebrand's Old Mutual Capital Experience December 2007 - December 2012
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
Teel's Trucks October 2013 - December 2014
Old Mutual Capital December 2007 - December 2012
Securities America, Inc. Member FINRA/SIPC April 2007 - December 2007
Jackson National Life September 2004 - April 2007
Main Street Securities July 2003 - September 2004
Hays Legion Baseball June 1999 - September 2004
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Photoshop, PowerPoint, Non-profits..., Public Speaking, Public Relations, Event Planning, Fundraising, Social Media, Community Outreach, Volunteer Management, Market Research, Legal Research, Leadership, Leadership Development, Securities Regulation, Securities License, Insurance
Education
Regis University 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Fort Hays State University 1998 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Barton County Community College 1996 — 1998
Associate's degree, Business/Commerce, General
EMPOWER Retirement December 2014 - Present
Teel's Trucks October 2013 - December 2014
Old Mutual Capital December 2007 - December 2012
Securities America, Inc. Member FINRA/SIPC April 2007 - December 2007
Jackson National Life September 2004 - April 2007
Main Street Securities July 2003 - September 2004
Hays Legion Baseball June 1999 - September 2004
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Photoshop, PowerPoint, Non-profits..., Public Speaking, Public Relations, Event Planning, Fundraising, Social Media, Community Outreach, Volunteer Management, Market Research, Legal Research, Leadership, Leadership Development, Securities Regulation, Securities License, Insurance
Education
Regis University 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Fort Hays State University 1998 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Barton County Community College 1996 — 1998
Associate's degree, Business/Commerce, General
Tim Hartman, MBA Tim Hartman, MBA's Old Mutual Capital Experience January 2005 - November 2005
Job Specialist Operations
Industry Investment Management
Experience
Charles Schwab November 2011 - Present
Thomson Reuters November 2005 - February 2011
Old Mutual Capital January 2005 - November 2005
American Data Services November 1996 - February 2004
Skills
Mutual Funds, Analysis, Accounting, Customer Relations, Business Analysis
Education
Regis University 2007 — 2011
Masters, Business Administration; Finance & Accounting
Regis College 1990 — 1995
Bachelor of Science, Business Administration; Finance
Holderness School 1986 — 1990
HS
Charles Schwab November 2011 - Present
Thomson Reuters November 2005 - February 2011
Old Mutual Capital January 2005 - November 2005
American Data Services November 1996 - February 2004
Skills
Mutual Funds, Analysis, Accounting, Customer Relations, Business Analysis
Education
Regis University 2007 — 2011
Masters, Business Administration; Finance & Accounting
Regis College 1990 — 1995
Bachelor of Science, Business Administration; Finance
Holderness School 1986 — 1990
HS
Michael Wickey Michael Wickey's Old Mutual Capital Experience November 2007 - September 2009
Job Individual Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Old Mutual Capital November 2007 - September 2009
J.P. Morgan Retirement Plan Services June 2006 - November 2007
American Century Investments May 1992 - May 2005
Education
Rockhurst University
Bachelor of Science, Business Administration, Marketing
TIAA-CREF June 2011 - Present
Old Mutual Capital November 2007 - September 2009
J.P. Morgan Retirement Plan Services June 2006 - November 2007
American Century Investments May 1992 - May 2005
Education
Rockhurst University
Bachelor of Science, Business Administration, Marketing
Jay Brunger Jay Brunger's Old Mutual Capital Experience May 2004 - December 2009
Job Director Cloud Services Division at South Seas Data
Industry Information Technology and Services
Experience
South Seas Data August 2013 - Present
Old Mutual Capital May 2004 - December 2009
Transamerica Capital March 2001 - May 2004
J.D. Edwards 1994 - 2000
Skills
Bussines floorplan and..., Company operations -..., Black Belt in Taekwondo, Windows Server, Data Center, Servers, Microsoft Exchange, Network Administration, Project Management, VoIP, Security, IT Operations, Firewalls, SharePoint, Management, Vendor Management, Disaster Recovery, Business Analysis, Active Directory, Networking, Troubleshooting, Operating Systems, System Administration, IT Management, Enterprise Software, IIS, Information Technology, VMware
Education
CSU Global Campus 2011 — 2012
BS IT Management, Information Technology, 3.92
University of Colorado Denver 1988 — 1993
South Seas Data August 2013 - Present
Old Mutual Capital May 2004 - December 2009
Transamerica Capital March 2001 - May 2004
J.D. Edwards 1994 - 2000
Skills
Bussines floorplan and..., Company operations -..., Black Belt in Taekwondo, Windows Server, Data Center, Servers, Microsoft Exchange, Network Administration, Project Management, VoIP, Security, IT Operations, Firewalls, SharePoint, Management, Vendor Management, Disaster Recovery, Business Analysis, Active Directory, Networking, Troubleshooting, Operating Systems, System Administration, IT Management, Enterprise Software, IIS, Information Technology, VMware
Education
CSU Global Campus 2011 — 2012
BS IT Management, Information Technology, 3.92
University of Colorado Denver 1988 — 1993
Suzanne Hingel Suzanne Hingel's Old Mutual Capital Experience 2006 - 2008
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Rick Noyes Rick Noyes's Old Mutual Capital Experience March 2007 - May 2008
Job Assistant Vice President, Senior Legal Counsel at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2008 - Present
Old Mutual Capital March 2007 - May 2008
Janus Capital Group May 2004 - February 2007
Skills
Securities, Mutual Funds, Asset Management, Financial Services, Investments, Alternative Investments, Hedge Funds
Education
University of Denver College of Law 1995 — 1998
J.D.
University of Maine 1989 — 1994
B.S., Business Administration
Janus Capital Group May 2008 - Present
Old Mutual Capital March 2007 - May 2008
Janus Capital Group May 2004 - February 2007
Skills
Securities, Mutual Funds, Asset Management, Financial Services, Investments, Alternative Investments, Hedge Funds
Education
University of Denver College of Law 1995 — 1998
J.D.
University of Maine 1989 — 1994
B.S., Business Administration
Dean Rodewald Dean Rodewald's Old Mutual Capital Experience October 2005 - September 2007
Job Vice President at Matrix Financial Services
Industry Financial Services
Experience
Broadridge Matrix Financial Solutions July 2009 - Present
Prima Capital November 2007 - June 2009
Old Mutual Capital October 2005 - September 2007
Fiserv Corporation (Fiserv ISS) 1988 - 2005
Skills
Retirement, Wealth Management, Pensions, Financial Services, Financial Advisory, Project Management, Mutual Funds, 401k, Process Improvement, Series 7, Investments, Series 6, Retirement Planning
Education
University of Northern Colorado 1983 — 1987
BS, Business Management
Broadridge Matrix Financial Solutions July 2009 - Present
Prima Capital November 2007 - June 2009
Old Mutual Capital October 2005 - September 2007
Fiserv Corporation (Fiserv ISS) 1988 - 2005
Skills
Retirement, Wealth Management, Pensions, Financial Services, Financial Advisory, Project Management, Mutual Funds, 401k, Process Improvement, Series 7, Investments, Series 6, Retirement Planning
Education
University of Northern Colorado 1983 — 1987
BS, Business Management
Mike Mathies Mike Mathies's Old Mutual Capital Experience 2004 - 2007
Job SVP Marketing at Transamerica Capital
Industry Financial Services
Experience
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Brian Mulberry Brian Mulberry's Old Mutual Capital Experience February 2006 - March 2008
Job Regional Vice President at Trademark Capital Management, Inc.
Industry Financial Services
Experience
Trademark Capital Management, Inc. October 2014 - Present
ALPS, A DST Company June 2013 - August 2014
Red Rocks Capital, LLC March 2012 - April 2013
Jackson National Life March 2008 - March 2012
Old Mutual Capital February 2006 - March 2008
Columbia Funds September 2001 - December 2005
Janus Funds October 1998 - January 2001
Skills
Investments, Retirement Planning, Mutual Funds, Strategy, Management, Retirement, Finance, Business Development, Sales, Fixed Annuities, Financial Services, 401k, Life Insurance, Wealth Management, Series 6, Marketing
Education
Colorado School of Mines 1993 — 1997
Colorado School of Mines 1993 — 1996
Geophysics
Trademark Capital Management, Inc. October 2014 - Present
ALPS, A DST Company June 2013 - August 2014
Red Rocks Capital, LLC March 2012 - April 2013
Jackson National Life March 2008 - March 2012
Old Mutual Capital February 2006 - March 2008
Columbia Funds September 2001 - December 2005
Janus Funds October 1998 - January 2001
Skills
Investments, Retirement Planning, Mutual Funds, Strategy, Management, Retirement, Finance, Business Development, Sales, Fixed Annuities, Financial Services, 401k, Life Insurance, Wealth Management, Series 6, Marketing
Education
Colorado School of Mines 1993 — 1997
Colorado School of Mines 1993 — 1996
Geophysics
Wes Strode, CFA Wes Strode, CFA's Old Mutual Capital Experience October 2005 - July 2011
Job Portfolio Manager at Geneos Wealth Management
Industry Financial Services
Experience
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Geneos Wealth Management February 2012 - Present
Advised Assets Group, LLC a subsidiary of Great West Life&Annuity Insurance Co August 2011 - February 2012
Old Mutual Capital October 2005 - July 2011
State Street May 2003 - September 2005
State Street March 2001 - May 2003
State Street May 1999 - March 2001
Skills
Finance, Mutual Funds, Portfolio Management, Asset Allocation, Investments, Analysis, Alternative Investments, Due Diligence
Education
Keller Graduate School of Management
Master of Accounting and Financial Management
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Science in Business Administration
Teresa Aranda Manago, MBA (mteresamanago@gmail.com) Teresa Aranda Manago, MBA (mteresamanago@gmail.com)'s Old Mutual Capital Experience May 2008 - December 2008
Job Product Strategy and Development
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Regis University College for Professional Studies 2013 - Present
Great-West Financial April 2013 - August 2014
Great-West Life January 2009 - March 2013
Old Mutual Capital May 2008 - December 2008
MorEvents August 2007 - May 2008
DMNS 2006 - 2008
Prep Inc. February 2007 - August 2007
American International Group February 2001 - August 2006
Skills
Event Planning, International Business, Strategic Planning, Market Research, Marketing Communications, Marketing, Marketing Strategy, Management, Budgets, Project Management, Spanish, Time Management, Finance, Logistics, Cross-functional Team..., Product Management, Strategy, Business Strategy, Product Development, Sales
Education
Thunderbird School of Global Management 2004 — 2006
Master of Business Administration (MBA), International Business
University of Washington 2000 — 2000
International Business
Tecnológico de Monterrey 1995 — 2000
BS, Business Administration
EMPOWER Retirement September 2014 - Present
Regis University College for Professional Studies 2013 - Present
Great-West Financial April 2013 - August 2014
Great-West Life January 2009 - March 2013
Old Mutual Capital May 2008 - December 2008
MorEvents August 2007 - May 2008
DMNS 2006 - 2008
Prep Inc. February 2007 - August 2007
American International Group February 2001 - August 2006
Skills
Event Planning, International Business, Strategic Planning, Market Research, Marketing Communications, Marketing, Marketing Strategy, Management, Budgets, Project Management, Spanish, Time Management, Finance, Logistics, Cross-functional Team..., Product Management, Strategy, Business Strategy, Product Development, Sales
Education
Thunderbird School of Global Management 2004 — 2006
Master of Business Administration (MBA), International Business
University of Washington 2000 — 2000
International Business
Tecnológico de Monterrey 1995 — 2000
BS, Business Administration
Eric Faro's Old Mutual Capital Experience December 2005 - April 2012
Job Applications Developer
Industry Computer Software
Experience
Old Mutual Capital December 2005 - April 2012
Brandes Investment Partners 1998 - 2004
Caminar 1996 - 1998
navy 1992 - 1996
Skills
.Net [C#, ASP.NET], Visual Studio..., Server 2008/2005/2000..., T_SQL, SQL Server Reporting..., SQL Server Integration..., SQL Server Analysis..., Business Intelligence, Automation, Process Automation, Mutual Funds, Business Analysis, Vendor Management
Education
Saint Leo University
Bachelor of Arts (B.A.), Psychology
Old Mutual Capital December 2005 - April 2012
Brandes Investment Partners 1998 - 2004
Caminar 1996 - 1998
navy 1992 - 1996
Skills
.Net [C#, ASP.NET], Visual Studio..., Server 2008/2005/2000..., T_SQL, SQL Server Reporting..., SQL Server Integration..., SQL Server Analysis..., Business Intelligence, Automation, Process Automation, Mutual Funds, Business Analysis, Vendor Management
Education
Saint Leo University
Bachelor of Arts (B.A.), Psychology
Curtis Huntsman's Old Mutual Capital Experience July 2005 - March 2008
Job Investment Accountant
Industry Financial Services
Experience
Fire and Police Pension Association of Colorado November 2011 - Present
Old Mutual Capital July 2005 - March 2008
Skills
Mutual Funds
Education
The University of South Dakota 1985 — 1989
Fire and Police Pension Association of Colorado November 2011 - Present
Old Mutual Capital July 2005 - March 2008
Skills
Mutual Funds
Education
The University of South Dakota 1985 — 1989
Heather Grubbs's Old Mutual Capital Experience 2006 - 2007
Job Vice President Marketing, Fidelity
Industry Marketing and Advertising
Experience
Fidelity Investments 2013 - Present
Janus Capital Group 2007 - April 2013
Old Mutual Capital 2006 - 2007
Transamerica Capital Inc. February 2002 - April 2006
Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies
Education
University of Denver 1996 — 1999
MS, Communications
Boston University 1992 — 1996
BA, English
Fidelity Investments 2013 - Present
Janus Capital Group 2007 - April 2013
Old Mutual Capital 2006 - 2007
Transamerica Capital Inc. February 2002 - April 2006
Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies
Education
University of Denver 1996 — 1999
MS, Communications
Boston University 1992 — 1996
BA, English
Robert Putney's Old Mutual Capital Experience 2001 - 2005
Job Experienced investment management attorney and Chief Compliance Officer seeking new opportunities.
Industry Financial Services
Experience
Emerson Alchemy, LLC 2014 - Present
Morrison & Foerster LLP 2011 - 2014
Law Office of Robert E. Putney, III 2009 - 2011
BlackRock 2005 - 2009
Old Mutual Capital 2001 - 2005
Merrill Lynch Investment Managers 1991 - 2001
Drinker Biddle & Reath LLP 1985 - 1991
Skills
Investment Advisers Act, Securities Exchange Act..., Mutual Funds, Investment Management, Private Placements, Securities, AML, Corporate Governance, Securities Regulation, Asset Managment, Investments, Investment Company Act, Investment Advisor..., Legal Compliance, Closed-end Funds, Investment Companies, Due Diligence, Hedge Funds, Corporate Law, Financial Services, FINRA, Asset Management
Education
Northwestern University School of Law 1982 — 1985
J.D.
University of Virginia 1978 — 1982
B.A. With Distinction, Echols Scholar
Emerson Alchemy, LLC 2014 - Present
Morrison & Foerster LLP 2011 - 2014
Law Office of Robert E. Putney, III 2009 - 2011
BlackRock 2005 - 2009
Old Mutual Capital 2001 - 2005
Merrill Lynch Investment Managers 1991 - 2001
Drinker Biddle & Reath LLP 1985 - 1991
Skills
Investment Advisers Act, Securities Exchange Act..., Mutual Funds, Investment Management, Private Placements, Securities, AML, Corporate Governance, Securities Regulation, Asset Managment, Investments, Investment Company Act, Investment Advisor..., Legal Compliance, Closed-end Funds, Investment Companies, Due Diligence, Hedge Funds, Corporate Law, Financial Services, FINRA, Asset Management
Education
Northwestern University School of Law 1982 — 1985
J.D.
University of Virginia 1978 — 1982
B.A. With Distinction, Echols Scholar
Jerry Schulz's Old Mutual Capital Experience November 2006 - January 2010
Job Supply Chain Director at Pendum LLC
Industry Financial Services
Experience
Pendum LLC February 2014 - Present
Pendum, Inc. August 2011 - Present
Pendum, Inc. February 2011 - August 2011
TIAA-CREF February 2010 - December 2010
Old Mutual Capital November 2006 - January 2010
Janus Capital Group December 1999 - November 2006
Janus Capital Group 1999 - 2002
Skills
Financial Reporting, Accounting, Vendor Management, Excel, Budgeting, Analysis, Customer Relations, Business Analysis, Process Improvement, Word, Series 7, Documentation, Investments, Problem Solving, Microsoft Office, Customer Service, Auditing, PowerPoint, Forecasting, Mutual Funds, Planning, Spreadsheets, Access, Outlook, Financial Modeling, Securities, Data Analysis, Inventory Management, Project Planning, Budgets, Risk Management, Financial Analysis, Strategic Planning, Operations Management, Supply Chain, Banking, Microsoft Excel, Corporate Finance
Education
Regis University 1995 — 2002
MBA, Finance & Accounting
University of Wisconsin-Eau Claire 1987 — 1992
MS, Psychology
Pendum LLC February 2014 - Present
Pendum, Inc. August 2011 - Present
Pendum, Inc. February 2011 - August 2011
TIAA-CREF February 2010 - December 2010
Old Mutual Capital November 2006 - January 2010
Janus Capital Group December 1999 - November 2006
Janus Capital Group 1999 - 2002
Skills
Financial Reporting, Accounting, Vendor Management, Excel, Budgeting, Analysis, Customer Relations, Business Analysis, Process Improvement, Word, Series 7, Documentation, Investments, Problem Solving, Microsoft Office, Customer Service, Auditing, PowerPoint, Forecasting, Mutual Funds, Planning, Spreadsheets, Access, Outlook, Financial Modeling, Securities, Data Analysis, Inventory Management, Project Planning, Budgets, Risk Management, Financial Analysis, Strategic Planning, Operations Management, Supply Chain, Banking, Microsoft Excel, Corporate Finance
Education
Regis University 1995 — 2002
MBA, Finance & Accounting
University of Wisconsin-Eau Claire 1987 — 1992
MS, Psychology
Paul Leone's Old Mutual Capital Experience October 2005 - December 2009
Job BrokerDealer Investment Adviser Investment Company
Industry Investment Management
Experience
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Mark Kiniry's Old Mutual Capital Experience 2007 - 2007
Job Senior Vice President, ALPS Portfolio Solutions
Industry Financial Services
Experience
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
Luke Roden's Old Mutual Capital Experience February 2007 - August 2009
Job VP at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
James Lummanick's Old Mutual Capital Experience July 2005 - Present
Job SVP and Chief Compliance Officer at Old Mutual Capital
Industry Financial Services
Experience
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Andrew McKay's Old Mutual Capital Experience October 2004 - October 2007
Job Regional Director Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
RS Investments February 2008 - May 2013
Old Mutual Capital October 2004 - October 2007
Transamerica Capital 2000 - 2004
Skills
Mutual Funds, Complex Sales, Investments, Wholesaling, Series 7, Wholesale, Series 63, Hedge Funds, Series 6, Alternative Investments, Fixed Annuities, Retirement Planning, 401k
Education
The University of New Mexico 2003 — 2006
BA, Economics; German
California State University-San Bernardino 1992 — 1993
Business
University of Maryland- Munich Campus 1990 — 1991
Associates of Arts, General Studies
LPL Financial May 2013 - Present
RS Investments February 2008 - May 2013
Old Mutual Capital October 2004 - October 2007
Transamerica Capital 2000 - 2004
Skills
Mutual Funds, Complex Sales, Investments, Wholesaling, Series 7, Wholesale, Series 63, Hedge Funds, Series 6, Alternative Investments, Fixed Annuities, Retirement Planning, 401k
Education
The University of New Mexico 2003 — 2006
BA, Economics; German
California State University-San Bernardino 1992 — 1993
Business
University of Maryland- Munich Campus 1990 — 1991
Associates of Arts, General Studies
Julian Sluyters's Old Mutual Capital Experience September 2006 - June 2012
Job Chief Operating Officer US at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors October 2012 - Present
Old Mutual Capital September 2006 - June 2012
Deutsche Asset Management May 2004 - December 2005
UBS Global Asset Management September 2001 - September 2003
UBS Global Asset Management December 1991 - September 2001
Ernst & Young September 1984 - December 1991
McGladrey & Pullen July 1982 - September 1984
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Equities
Education
Lehigh University 1978 — 1982
BS, Accounting, Finance
Allianz Global Investors October 2012 - Present
Old Mutual Capital September 2006 - June 2012
Deutsche Asset Management May 2004 - December 2005
UBS Global Asset Management September 2001 - September 2003
UBS Global Asset Management December 1991 - September 2001
Ernst & Young September 1984 - December 1991
McGladrey & Pullen July 1982 - September 1984
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Equities
Education
Lehigh University 1978 — 1982
BS, Accounting, Finance
Julia Wheeler's Old Mutual Capital Experience 2006 - 2008
Job Senior Marketing Professional
Industry Marketing and Advertising
Experience
Schwab Retirement Plan Services May 2011 - Present
Old Mutual Capital 2006 - 2008
Transwestern 2005 - 2006
Skills
Advertising, Direct Marketing, Marketing Strategy, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Sales, Digital Marketing, Brand Development, Online Advertising, Social Media Marketing, Copywriting, Product Marketing, Marketing Management, Social Media
Education
Art Institute of Colorado
Graphic Design
Texas A&M University
B.A., Speech Communications and Journalism
Schwab Retirement Plan Services May 2011 - Present
Old Mutual Capital 2006 - 2008
Transwestern 2005 - 2006
Skills
Advertising, Direct Marketing, Marketing Strategy, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Sales, Digital Marketing, Brand Development, Online Advertising, Social Media Marketing, Copywriting, Product Marketing, Marketing Management, Social Media
Education
Art Institute of Colorado
Graphic Design
Texas A&M University
B.A., Speech Communications and Journalism
Toni P. Moninger's Old Mutual Capital Experience September 2004 - July 2005
Job Senior Vice President, Enspire Investments
Industry Financial Services
Experience
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
Michelle Cristofano's Old Mutual Capital Experience June 2006 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company November 2008 - September 2012
Old Mutual Capital June 2006 - September 2008
Great-West Retirement Services June 2002 - June 2006
Great-West Retirement Services April 1998 - June 2002
Skills
Creative Problem Solving, Client Retention, Customer Satisfaction, Strategic Communications, Big Picture Thinking, Project Execution, Requirements Analysis, Compliance, Advertising, Research, Coaching
Education
Fort Lewis College 1983 — 1984
Great-West Life and Annuity Insurance Company November 2008 - September 2012
Old Mutual Capital June 2006 - September 2008
Great-West Retirement Services June 2002 - June 2006
Great-West Retirement Services April 1998 - June 2002
Skills
Creative Problem Solving, Client Retention, Customer Satisfaction, Strategic Communications, Big Picture Thinking, Project Execution, Requirements Analysis, Compliance, Advertising, Research, Coaching
Education
Fort Lewis College 1983 — 1984
Jaime B's Old Mutual Capital Experience 2004 - 2008
Job Agency Development Manager
Industry Insurance
Experience
Colonial Life January 2012 - Present
Great-West Life & Annuity Company June 2009 - September 2011
Old Mutual Capital 2004 - 2008
Transamerica Capital 2000 - 2004
Skills
Fixed Annuities, Mutual Funds, Profit Sharing, Series 7
Education
Cal State San Bernardino
California School of Court Reporting - Riverside
Colonial Life January 2012 - Present
Great-West Life & Annuity Company June 2009 - September 2011
Old Mutual Capital 2004 - 2008
Transamerica Capital 2000 - 2004
Skills
Fixed Annuities, Mutual Funds, Profit Sharing, Series 7
Education
Cal State San Bernardino
California School of Court Reporting - Riverside
H. Van Than, MBA's Old Mutual Capital Experience April 2007 - December 2009
Job Senior Financial Analyst at IMI Precision Engineering
Industry Financial Services
Experience
IMI Precision Engineering 2015 - Present
IMI Precision Engineering 2013 - 2015
Dish Network June 2010 - June 2013
Old Mutual Capital April 2007 - December 2009
Alps Fund Services July 2006 - April 2007
Janus Capital Group April 2003 - July 2006
Skills
Investments, Budgets, Financial Statements, Accounting, Auditing, SEC filings, Forecasting, Financial Reporting, Analysis
Education
University of Colorado
Bachelors of Science, Finance
Regis University
Masters of Business Administration, Accounting and Finance 2006
IMI Precision Engineering 2015 - Present
IMI Precision Engineering 2013 - 2015
Dish Network June 2010 - June 2013
Old Mutual Capital April 2007 - December 2009
Alps Fund Services July 2006 - April 2007
Janus Capital Group April 2003 - July 2006
Skills
Investments, Budgets, Financial Statements, Accounting, Auditing, SEC filings, Forecasting, Financial Reporting, Analysis
Education
University of Colorado
Bachelors of Science, Finance
Regis University
Masters of Business Administration, Accounting and Finance 2006
Kyle Portugal's Old Mutual Capital Experience 2006 - 2008
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC August 2011 - Present
Jackson National Life Distributors LLC July 2008 - August 2011
Old Mutual Capital 2006 - 2008
WM Group of Funds 2005 - 2007
Education
Florida State University 2015 — 2019
Bachelor of Fine Arts (B.F.A.), Finance, General
Florida State University 2002 — 2011
finance
Jackson National Life Distributors LLC August 2011 - Present
Jackson National Life Distributors LLC July 2008 - August 2011
Old Mutual Capital 2006 - 2008
WM Group of Funds 2005 - 2007
Education
Florida State University 2015 — 2019
Bachelor of Fine Arts (B.F.A.), Finance, General
Florida State University 2002 — 2011
finance
Kelly Rosenbach Steuart's Old Mutual Capital Experience March 2005 - May 2012
Job Senior Fund Analyst at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company June 2012 - Present
Old Mutual Capital March 2005 - May 2012
Centrix Financial February 2004 - March 2005
Invesco 1997 - 2003
Education
University of Northern Colorado 1993 — 1996
Bachelor of Science, Business Administration- Emphasis in Accounting
Regis University 1992 — 1992
Ranum High School 1988 — 1992
Great-West Life and Annuity Insurance Company June 2012 - Present
Old Mutual Capital March 2005 - May 2012
Centrix Financial February 2004 - March 2005
Invesco 1997 - 2003
Education
University of Northern Colorado 1993 — 1996
Bachelor of Science, Business Administration- Emphasis in Accounting
Regis University 1992 — 1992
Ranum High School 1988 — 1992
Allen French's Old Mutual Capital Experience April 2006 - April 2012
Job Manager, Investment Company Act Products
Industry Financial Services
Experience
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Katie Burns's Old Mutual Capital Experience March 2010 - June 2012
Job Assistant Vice President at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company April 2013 - Present
Old Mutual Capital March 2010 - June 2012
Old Mutual Capital July 2006 - June 2012
PricewaterhouseCoopers August 1999 - July 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Auditing, Accounting, SEC filings, Financial Reporting, Risk Management, Registered Investment..., Investment Advisor..., Finance
Education
St. Norbert College 1995 — 1999
BBA, Accounting
ALPS, A DST Company April 2013 - Present
Old Mutual Capital March 2010 - June 2012
Old Mutual Capital July 2006 - June 2012
PricewaterhouseCoopers August 1999 - July 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Auditing, Accounting, SEC filings, Financial Reporting, Risk Management, Registered Investment..., Investment Advisor..., Finance
Education
St. Norbert College 1995 — 1999
BBA, Accounting
James Lummanick's Old Mutual Capital Experience June 2005 - March 2010
Job Principal at Elk Falls Consulting
Industry Financial Services
Experience
Elk Falls Consulting April 2010 - Present
Old Mutual Capital June 2005 - March 2010
Calamos Investments June 2004 - August 2005
Skills
Mutual Funds, Broker-Dealer, Asset Management, Series 7, Investments
Education
The Ohio State University 1965 — 1969
BS, Journalism
Elk Falls Consulting April 2010 - Present
Old Mutual Capital June 2005 - March 2010
Calamos Investments June 2004 - August 2005
Skills
Mutual Funds, Broker-Dealer, Asset Management, Series 7, Investments
Education
The Ohio State University 1965 — 1969
BS, Journalism
Joyce Hanley's Old Mutual Capital Experience December 2004 - September 2009
Job Office Manager at Old Mutual Capital
Industry Financial Services
Experience
Sherr Puttmann Akins Lamb, P.C. March 2013 - Present
Old Mutual Capital December 2004 - September 2009
Old Mutual 2004 - 2009
FRx Software/Microsoft Corporation 1999 - 2004
Microsoft Corporation 1999 - 2004
Microsoft-FRx 1999 - 2004
Microsoft Corporatoin 1999 - 2004
FRx Software 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Outlook, Customer Service, Budgets, Management, Process Improvement, Business Analysis, Mutual Funds, Vendor Management, Software Documentation, Administration
Education
Arizona State University
Zoology/Animal Biology
Sherr Puttmann Akins Lamb, P.C. March 2013 - Present
Old Mutual Capital December 2004 - September 2009
Old Mutual 2004 - 2009
FRx Software/Microsoft Corporation 1999 - 2004
Microsoft Corporation 1999 - 2004
Microsoft-FRx 1999 - 2004
Microsoft Corporatoin 1999 - 2004
FRx Software 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Outlook, Customer Service, Budgets, Management, Process Improvement, Business Analysis, Mutual Funds, Vendor Management, Software Documentation, Administration
Education
Arizona State University
Zoology/Animal Biology
Marcus Burns's Old Mutual Capital Experience July 2007 - August 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Scottrade May 2014 - Present
James Alpha Management September 2013 - September 2014
TD Ameritrade November 2012 - March 2013
Jackson National Life June 2010 - November 2012
Old Mutual Capital July 2007 - August 2009
Old Mutual Capital September 2005 - August 2009
Old Mutual Capital August 2004 - July 2007
The J. Edward Group May 2003 - April 2004
TransAmerica Capital/IDEX Mutual Funds June 1998 - May 2003
TransAmerica Capital October 1997 - June 1998
Skills
Financial Advisory, Training, Marketing, Mutual Funds, Management, Asset Allocation, Banking, Sales, Fixed Annuities, Insurance
Education
Taylor University
Business Finance
University of Phoenix, Denver
Business Marketing
Vincennes University
Business Management
Jennifer Ayres's Old Mutual Capital Experience March 2000 - May 2005
Job Registered Nurse at Pottstown Memorial Medical Center
Industry Medical Practice
Experience
Frderick Living February 2013 - January 2014
PMA Medical Specialists, LLP September 2005 - February 2013
Old Mutual Capital March 2000 - May 2005
Govenors Avenue Animal Hospital March 1999 - March 2000
Skills
Vital Signs, EKG, Phlebotomy, Microsoft Office, Appointment Scheduling, Medical Terminology, Chart, Medical Records, Injectable, Urinalysis, ICD-9, Venipuncture, Cpr Certified, EMR, HIPAA, Specimen Collection, peg tube, PICC lines, Wound Care, CPR Certified, Healthcare, Microsoft Excel, Customer Service, Nursing, Data Entry, BLS, Patient Education, PowerPoint
Education
Reading Hospital School of Health Sciences Nursing Program 2009 — 2012
Diploma, Nursing
Montgomery County Community College 2006 — 2009
AS, General Studies
Antonelli Medical Professional Inst. 2003 — 2005
Diploma, Medical Assistant
Notre Dame of Maryland University 1995 — 1997
Biology
Frderick Living February 2013 - January 2014
PMA Medical Specialists, LLP September 2005 - February 2013
Old Mutual Capital March 2000 - May 2005
Govenors Avenue Animal Hospital March 1999 - March 2000
Skills
Vital Signs, EKG, Phlebotomy, Microsoft Office, Appointment Scheduling, Medical Terminology, Chart, Medical Records, Injectable, Urinalysis, ICD-9, Venipuncture, Cpr Certified, EMR, HIPAA, Specimen Collection, peg tube, PICC lines, Wound Care, CPR Certified, Healthcare, Microsoft Excel, Customer Service, Nursing, Data Entry, BLS, Patient Education, PowerPoint
Education
Reading Hospital School of Health Sciences Nursing Program 2009 — 2012
Diploma, Nursing
Montgomery County Community College 2006 — 2009
AS, General Studies
Antonelli Medical Professional Inst. 2003 — 2005
Diploma, Medical Assistant
Notre Dame of Maryland University 1995 — 1997
Biology
Andy Decker's Old Mutual Capital Experience December 2000 - August 2005
Job Vice President AML Officer at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Cody Schoenfeld's Old Mutual Capital Experience May 2005 - May 2006
Job Senior Technical Writer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
TIAA-CREF October 2009 - Present
TIAA-CREF April 2007 - September 2009
TD Ameritrade June 2006 - April 2007
Old Mutual Capital May 2005 - May 2006
Invesco March 1999 - May 2005
Education
Angelo State University 1991 — 1996
Bachelor's degree, Animal Science; with supporting concentration in Business Management
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial