Old Mutual Investment Partners

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Old Mutual Investment Partners Employees

Employee
Years
Job
Industry
Kelly Bauerle, MBA Kelly Bauerle, MBA Greater Denver Area Details
Kelly Bauerle, MBA's Old Mutual Investment Partners 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

Cassie Cotsworth Cassie Cotsworth Greater Denver Area Details
Cassie Cotsworth's Old Mutual Investment Partners Experience 2006 - 2008
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Charles Schwab  May 2015 - Present
Curian Capital  November 2008 - May 2015
Old Mutual Investment Partners   2006 - 2008

Education
University of Colorado at Denver
Bachelor of Science, Business Administration

Darrell Dick Darrell Dick Greater Denver Area Details
Darrell Dick's Old Mutual Investment Partners Experience June 2006 - September 2008
Job Director, Global Creative Operations at First Data
Industry Financial Services
Experience
First Data  May 2010 - Present
Old Mutual Investment Partners   June 2006 - September 2008
Montgomery Funds & Gartmore Global Investments   October 2000 - June 2006
Invesco Ltd.  1998 - 2000
Colorado AIDS Project  1998 - 2000
Janus Capital Group  1989 - 1996

Skills
Strategic Planning, Leadership, Social Media, Marketing, B2B, Strategy, Program Management, Product Development, Brand Development, Marketing Strategy, Social Media Marketing, Direct Marketing, Product Marketing, New Business Development, Integrated Marketing, Marketing Communications, Email Marketing, Strategic Partnerships, Public Relations, Sales, Sales Management, Marketing Research, Team Building, Lead Generation, Marketing Management, Competitive Analysis, Product Management, Direct Mail, Advertising, Business Strategy, Budgets, Corporate Communications

Education
University of Nebraska-Lincoln   1978 — 1982
Bachlor Science, Design & Architecture

Catherine Knewbow Catherine Knewbow Greater Denver Area Details
Catherine Knewbow's Old Mutual Investment Partners Experience September 2004 - April 2005
Job Student at Regis University
Industry Writing and Editing
Experience
Black Forest Hills Elementary School   July 2015 - Present
Independent Tupperware Consultant   July 2015 - Present
Southeast Christian Church  October 2008 - Present
Black Forest Hills Elementary School   August 2014 - July 2015
Investors Corporation   September 2005 - December 2005
Old Mutual Investment Partners   September 2004 - April 2005
Paychex  May 2004 - September 2004
Creative Space Peterborough   January 2003 - May 2003

Skills
Editing, Customer Service, Marketing, Sales, Public Speaking, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Social Media, Copywriting, Blogging, Nonprofits, PowerPoint, Outlook, Teamwork, Team Building

Education
Regis University   2006 — 2016
Master's, Secondary Education; English

Roberts Wesleyan College   2001 — 2004
Bachelor of Arts, English and Humanities

D. Bruce Johnston D. Bruce Johnston Dallas/Fort Worth Area Details
D. Bruce Johnston's Old Mutual Investment Partners Experience October 2006 - November 2008
Job CEO & CoFounder MyDigitalClients, LLC | MDC DOT a Sales Enablement Platform for Direct Selling Organizations
Industry Financial Services
Experience
MyDigitalClients, LLC MDC DOT   July 2011 - Present
TheDigitalFA   June 2013 - Present
DBJ Associates   November 2008 - 2014
Old Mutual Investment Partners   October 2006 - November 2008
Sentinel Investments  May 2004 - September 2006
Gartmore Global Investments  May 2002 - December 2003
Conseco Capital Management  1998 - 2002

Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing

Education
Eastern Washington University   1969 — 1972
Sociology

Jay Coulter, CIMA®, CFP® Jay Coulter, CIMA®, CFP® Greater Atlanta Area Details
Jay Coulter, CIMA®, CFP®'s Old Mutual Investment Partners Experience 2008 - 2009
Job Regional Vice President at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments  2013 - Present
GreenHaven   2012 - 2013
Morgan Stanley  2009 - 2012
Old Mutual Investment Partners   2008 - 2009
Lehman Brothers/Neuberger Berman   2000 - 2008
Charles Schwab & Co.   1998 - 2000
Morgan Stanley  1997 - 1998

Education
Emory University - Goizueta Business School   2007 — 2009
MBA

University of Tennessee-Knoxville   1991 — 1995
BS, Business Administration

Radnor High School   1987 — 1991

Blair Gorman Blair Gorman Greater New York City Area Details
Blair Gorman's Old Mutual Investment Partners Experience 2004 - 2007
Job Assistant Vice President, Sales Training Manager at Legg Mason
Industry Professional Training & Coaching
Experience
Legg Mason  August 2011 - Present
AchieveGlobal  April 2009 - August 2011
Morgan Stanley  February 2008 - February 2009
Old Mutual Investment Partners   2004 - 2007
Jackson National Life  January 2002 - 2004
Transamerica Capital  2000 - 2002

Skills
Series 7, Sales Management, Business Strategy, Sales, Talent Management, Training, Needs Analysis, Customer Service, Leadership Development

Education
University of Colorado at Boulder   1995 — 1999
Bachelor of Arts, Spanish

Amaya Giauque Amaya Giauque San Luis Obispo, California Area Details
Amaya Giauque's Old Mutual Investment Partners Experience May 2005 - December 2007
Job Freelance marketing/communications and Spanish/English translations.
Industry Marketing and Advertising
Experience
Amaya Giauque Communications   January 2008 - Present
Old Mutual Investment Partners   May 2005 - December 2007
Payden & Rygel  June 2001 - February 2005
Thomson Financial  January 2001 - May 2001

Skills
Marketing, Translation, Project Management, Project Planning, Public Relations, Problem Solving, Community Outreach, Microsoft Excel, Editorial, Economics, Internet, Keyword Research, Leadership, Microsoft Office, Microsoft Word, Marketing Research, Non-profits, New Business Development, Social Networking, Newsletters, PowerPoint, Strategic Planning, Writing, Creative Writing, Advertising, Copywriting, Corporate Communications, Crisis Communications, Entrepreneurship, Integrated Marketing, Internal Communications, Marketing Communications, Marketing Strategy, Nonprofits, Research, Strategy

Education
University of California, Los Angeles   1998 — 2000
Bachelor of Arts, International Economics and Spanish Literature

Andy Humble Andy Humble Greater Chicago Area Details
Andy Humble's Old Mutual Investment Partners Experience May 2005 - November 2009
Job Vice President at Cohen and Steers Capital Management, Inc
Industry Financial Services
Experience
Cohen and Steers Capital Management, Inc   September 2009 - Present
Old Mutual Investment Partners   May 2005 - November 2009
OppenheimerFunds  March 2004 - April 2005
Calamos Investments  May 1994 - February 2004

Skills
Mutual Funds, Investments, Hedge Funds, Portfolio Management, Financial Advisory, Series 7, Alternative Investments, Asset Managment, Series 63, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Relationship Management

Education
University of Illinois at Chicago   1988 — 1992
Bachelor of Science, Economics

Steven Simerka Steven Simerka Greater Nashville Area Details
Steven Simerka's Old Mutual Investment Partners Experience February 2005 - September 2008
Job Business Consultant at EQIS
Industry Investment Management
Experience
EQIS CAPITAL   August 2014 - Present
TACTICAL ALLOCATION GROUP   2013 - August 2014
EQIS CAPITAL MANAGEMENT   December 2012 - 2013
Tactical Allocation Group, LLC ("TAG")   January 2009 - August 2012
Old Mutual Investment Partners   February 2005 - September 2008

Skills
Separately Managed..., Investment Strategies, Asset Allocation, Pensions, Investments, Asset Managment, Wealth Management, Sales Management, New Business Development, Mutual Funds, Portfolio Management, Financial Services, Investment Management, Alternative Investments

Education
University of Pennsylvania - The Wharton School   1997 — 1998
CIMA - Have held designation 1998 - Present, Investment Management Analysis

College for Financial Planning   1986 — 1988
CFP, Financial Planning

Michigan State University   1979 — 1984
BA, Telecommunications

Douglas Glennon, CIMA® Douglas Glennon, CIMA® Naples, Florida Area Details
Douglas Glennon, CIMA®'s Old Mutual Investment Partners Experience September 2004 - March 2007
Job Vice President, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  April 2014 - Present
Astor Investment Management  December 2012 - March 2014
Alternative Wholesaling Group   August 2008 - December 2012
ING Funds Distributor, LLC   October 2007 - July 2008
Alliannz Life Financial Services   March 2007 - October 2007
Old Mutual Investment Partners   September 2004 - March 2007
Transamerica Capital  October 2002 - September 2004
GE Financial  April 2000 - October 2002
Delaware Investments  March 1986 - April 2000

Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs

Education
Drake University
Bachelor of Science, Business Administration

University of Pennsylvania - The Wharton School
IMCA: CIMA® Program

Tommy Avenia Tommy Avenia Leawood, Kansas Details
Tommy Avenia's Old Mutual Investment Partners Experience June 2006 - September 2008
Job Principal at Alternative Distribution Inc.
Industry Financial Services
Experience
Alternative Distribution Inc.   October 2011 - Present
AWG The Alternative Wholesaling Group   December 2008 - October 2011
Old Mutual Investment Partners   June 2006 - September 2008
IXIS Asset Management Advisors Group   January 1998 - January 2006
The Gorilla Marketing Company   January 1991 - January 1998
AutoChemTech, Inc   January 1986 - January 1991

Skills
Strategic Financial..., Alternative Investments, Sales, Sales Operations, Mutual Funds, Financial Markets, Entrepreneurship, Strategy, Program Management, Investments, Selling, Portfolio Management, Start-ups, Separately Managed..., Marketing, Equities, Financial Services, Management, Small Business, Asset Allocation, Investment Advisory, Series 7, Financial Planning

Education
Georgia Institute of Technology

Mick Schell Mick Schell Jacksonville, Florida Area Details
Mick Schell's Old Mutual Investment Partners Experience November 2005 - February 2008
Job Vice President at Cohen and Steers
Industry Financial Services
Experience
Cohen and Steers  May 2014 - Present
American Century Investments  March 2008 - May 2014
Old Mutual Investment Partners   November 2005 - February 2008
Evergreen Investments  October 2003 - November 2005
Fidelity Investments  January 2003 - October 2003
J&W Seligman  August 2001 - January 2003

Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6

Education
University of Cincinnati   1987 — 1991
BA, Personnel and Industrial Relations

The University of Findlay   1999 — 2001
MBA, Finance

Timothy C. McCoy, Jr Timothy C. McCoy, Jr Richmond, Virginia Area Details
Timothy C. McCoy, Jr's Old Mutual Investment Partners Experience 2003 - 2005
Job Head of Business Development, Principal
Industry Investment Management
Experience
The London Company of Virginia, LLC   May 2011 - Present
Thompson, Siegel & Walmsley   2008 - 2011
Thompson, Siegel & Walmsley   2005 - 2008
Old Mutual Investment Partners   2003 - 2005
Thomson, Siegel & Walmsley, Inc   2000 - 2003
First Union Securities  1993 - 2000

Skills
Investments, Marketing, Alternative Investments, Asset Management, Hedge Funds, Series 7, Asset Allocation, Mutual Funds, Series 63, Equities, Investment Strategies, Investment Management, Fixed Income, Wealth Management, Securities

Education
Carolina Business Institute   1993 — 1993

University of North Carolina at Chapel Hill   1987 — 1991
Bachelor of Arts, Political Science

St. Christopher's School   1974 — 1987

Rick DiBernardo Rick DiBernardo Orange County, California Area Details
Rick DiBernardo's Old Mutual Investment Partners Experience 2006 - 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  September 2013 - Present
Old Mutual Investment Partners   2006 - 2009

Education
University of Notre Dame   1982 — 1988
bba, marketing

Eric Needham Eric Needham Greater Chicago Area Details
Eric Needham's Old Mutual Investment Partners Experience April 2008 - July 2009
Job Vice President Sales and Marketing
Industry Financial Services
Experience
Ziegler Capital Management, LLC  April 2015 - Present
Keeley Investment Corporation   September 2013 - December 2014
Deutsche Bank  May 2011 - December 2012
Guggenheim Funds  February 2010 - May 2011
Old Mutual Investment Partners   April 2008 - July 2009

Skills
Mutual Funds, ETFs, Sales, Alternative Investments, Fixed Income, Equities, Private Equity, Securities, Asset Allocation, Investments, Hedge Funds, Bonds, Wealth Management, Asset Managment, Investment Strategies, Financial Markets, Separately Managed..., Relationship Management, Financial Analysis, Financial Services, 401k

Education
University of Denver   2008 — 2010
M.S, Finance

University of Northern Colorado   2002 — 2006
B.S, Business Finance