OMAM (Old Mutual Asset Management)

Industry: Asset management company

Description

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

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OMAM (Old Mutual Asset Management) Employees

Employee
Years
Job
Industry
Hahn Lin Hahn Lin Greater Boston Area Details
Hahn Lin's OMAM (Old Mutual Asset Management) Experience 2014 - Present
Job Affiliate Management Associate at OMAM
Industry Investment Management
Experience
OMAM (Old Mutual Asset Management)   2014 - Present
Palladin Consumer Retail Partners   2012 - 2014
Quadrant Management  2011 - 2012
Macquarie Capital  2009 - 2011

Education
New York University - Leonard N. Stern School of Business
Bachelor’s Degree, Finance

The University of Hong Kong
International Business Exchange Program (IBEX)

Level II Candidate in the CFA Program

Linda Gibson Linda Gibson Boston, Massachusetts Details
Linda Gibson's OMAM (Old Mutual Asset Management) Experience July 2012 - Present
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

Maryann Conway Maryann Conway Greater Boston Area Details
Maryann Conway's OMAM (Old Mutual Asset Management) Experience 2004 - 2007
Job Senior Cybersecurity Consultant and vCISO
Industry Information Technology and Services
Experience
Biogen  May 2007 - April 2012
OMAM (Old Mutual Asset Management)   2004 - 2007
IXIS Asset Management  1997 - 2003
Holland Mark Martin  1997 - 1999

Education
Clark University

Liza Montani, CPA Liza Montani, CPA Boston, Massachusetts Details
Liza Montani, CPA's OMAM (Old Mutual Asset Management) Experience August 2014 - Present
Job Senior External Reporting Accountant at Old Mutual
Industry Accounting
Experience
OMAM (Old Mutual Asset Management)   August 2014 - Present
Wolf & Company, P.C.   October 2009 - August 2014
BNY Mellon  May 2008 - August 2008

Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2011
Masters, Accountancy

Bentley University   2005 — 2009
BS, Information Systems Audit & Conotrol

Chase Chevalier Chase Chevalier Greater Boston Area Details
Chase Chevalier's OMAM (Old Mutual Asset Management) Experience March 2015 - Present
Job Senior Financial Analyst at OMAM Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   March 2015 - Present
Unidine  March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network   January 2013 - February 2014
Babson College  August 2011 - May 2013
North Peak Asset Management   June 2012 - August 2012
Federated MDT Advisers  April 2007 - July 2011
State Street Bank  July 2006 - April 2007
Private Consulting Group   January 2006 - March 2006
UBS Wealth Management  June 2005 - August 2005
Merrill Lynch  June 2004 - August 2004

Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
Masters in Business Administration, Corporate Finance

Union College   2002 — 2006
BA, Managerial Economics

Stefan Cosmas Stefan Cosmas Boston, Massachusetts Details
Stefan Cosmas's OMAM (Old Mutual Asset Management) Experience June 2014 - Present
Job Senior Systems Engineer at OMAM
Industry Information Technology and Services
Experience
OMAM (Old Mutual Asset Management)   June 2014 - Present
Welsh Consulting  August 2011 - May 2014
Boston Environmental  July 2002 - June 2012
Re:Sources  October 2005 - August 2011
Digitas  October 2005 - October 2007
Citizens Energy Corporation  December 2000 - August 2002

Skills
Microsoft Exchange, Blackberry Enterprise..., Network Administration, Active Directory, Servers, VPN, DNS, Networking, VMware, Firewalls, Technical Support, Windows Server, Virtualization, Hardware, Cisco Technologies, System Administration, Troubleshooting, Software Documentation, Help Desk Support, System Deployment, Disaster Recovery, VoIP, Databases, Information Technology, Windows 7, SAN, PowerShell, Team Leadership, Group Policy, TCP/IP, IIS, Powershell

Education
Boston University   1999 — 2004
Bachelor of Arts, Computer Science

Michael Crowell Michael Crowell Greater Boston Area Details
Michael Crowell's OMAM (Old Mutual Asset Management) Experience September 2013 - Present
Job Manager External Reporting at Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   September 2013 - Present
Atlantic Equity Solutions   February 2013 - December 2014
Exemplar Companies Inc   December 2012 - March 2014
Ernst & Young  April 2011 - August 2012
Trombly Business Law   February 2010 - January 2011
Harvard Pilgrim Health Care  August 2002 - March 2010
Custom Wireless  2002 - 2002
Cabot Corporation  2000 - 2002
Grant Thornton LLP  1998 - 2000
Landa & Altsher   1994 - 1998

Skills
CPA, Attorneys, M&A analysis, SEC filings, Securities, Business Transactions, Financial Analysis, legal contract review, Healthcare Reimbursement, Microsoft Excel, Auditing, Accounting, Legal Contract Review, Internal Controls, US GAAP, GAAP

Education
Suffolk University Law School   2005 — 2009
JD, Law

Bentley University   1996 — 1998
MST, Taxation

University of Massachusetts at Amherst - Isenberg School of Management   1989 — 1993
BA, Accounting

Kelly Shortell, CFA Kelly Shortell, CFA Greater Boston Area Details
Kelly Shortell, CFA's OMAM (Old Mutual Asset Management) Experience March 2015 - 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

Jaemin Woo Jaemin Woo Allston, Massachusetts Details
Jaemin Woo's OMAM (Old Mutual Asset Management) Experience June 2014 - August 2014
Job Research Coordinator at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service  September 2015 - Present
Moody's Investors Service  June 2015 - August 2015
Cafe Opus  May 2014 - May 2015
OMAM (Old Mutual Asset Management)   June 2014 - August 2014
Between Hours   January 2011 - August 2014
State Street  June 2012 - August 2013

Skills
Social Media, Research, Microsoft Office, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Teaching, Leadership, Bloomberg, Investments

Education
Hamilton College   2013 — 2017
Bachelor of Arts (B.A.), Economics and Chinese

Boston Latin School   2007 — 2013

Donna Beaver Donna Beaver Greater Boston Area Details
Donna Beaver's OMAM (Old Mutual Asset Management) Experience October 2011 - Present
Job Benefits Specialist at OMAM (Old Mutual Asset Management)
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management)   October 2011 - Present
Genzyme Corporation  April 1994 - January 2011
Parsons  April 1989 - January 1994

Skills
COBRA, Customer Service, Project Management, FMLA, ERISA, Benefits Administration, Process Improvement, Vendor Management, Human Resources, Employee Relations, Employee Benefits, Open Enrollment, Onboarding, HRIS, Mergers & Acquisitions, Management, Talent Management

Education
Bridgewater State University   1985 — 1989
Bachelor of Arts (B.A.), Communications

Stonehill College
Certificate, Human Resources

Heather DiLuzio Heather DiLuzio Greater Boston Area Details
Heather DiLuzio's OMAM (Old Mutual Asset Management) Experience December 2006 - September 2008
Job Marketing I NonProfit I Animal Rescue I Special Events
Industry Philanthropy
Experience
The Cosmopolitan of Las Vegas  April 2013 - July 2015
A Home 4 Spot Animal Rescue   July 2014 - June 2015
LPL Financial  January 2009 - May 2012
OMAM (Old Mutual Asset Management)   December 2006 - September 2008

Skills
Account Management, Customer Service, Event Planning, Fundraising, Social Media, Microsoft Office, Microsoft Excel, Research, Coaching, Wellness, Management, Animal Welfare, Animal Rescue, Logo Design, Marketing, Training, Microsoft Word, Fitness, Team Building, Nonprofits, Nutrition

Education
Northeastern University   2000 — 2005
Bachelor of Science (B.S.), Marketing

Joshua Gleason, CRISC Joshua Gleason, CRISC Greater Boston Area Details
Joshua Gleason, CRISC's OMAM (Old Mutual Asset Management) Experience January 2013 - Present
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

Kristen Siciliano Kristen Siciliano Greater Boston Area Details
Kristen Siciliano's OMAM (Old Mutual Asset Management) Experience 1998 - 2002
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory  June 2015 - Present
Highmount Capital  April 2003 - June 2015
Atlantic Trust  2002 - 2003
OMAM (Old Mutual Asset Management)   1998 - 2002
Putnam Investments  1997 - 1998

Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments

Education
Merrimack College   1993 — 1997
Bachelor’s Degree, Accounting

Whitney Yuska Whitney Yuska Greater Boston Area Details
Whitney Yuska's OMAM (Old Mutual Asset Management) Experience January 2013 - Present
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

Kate Destefano Kate Destefano Greater Boston Area Details
Kate Destefano's OMAM (Old Mutual Asset Management) Experience September 2007 - July 2008
Job
Industry Financial Services
Experience
DTB Tax   June 2015 - Present
KMD  June 2014 - Present
Home Daycare  October 2008 - April 2012
OMAM (Old Mutual Asset Management)   September 2007 - July 2008
OMAM (Old Mutual Asset Management)   August 2005 - September 2007
OMAM (Old Mutual Asset Management)   January 2002 - August 2005
Sun Life Financial  January 2000 - January 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Apple Pages, Apple Numbers, MBO, Kashoo

Education
Northeastern University   1998 — 2003
BS, International Business and Finance

Timothy Tom Timothy Tom Boston, Massachusetts Details
Timothy Tom's OMAM (Old Mutual Asset Management) Experience May 2015 - Present
Job Systems Engineer at OMAM (Old Mutual Asset Management)
Industry Information Technology and Services
Experience
OMAM (Old Mutual Asset Management)   May 2015 - Present
Eze Software Group  September 2011 - May 2015
TechTarget  August 2006 - August 2011
Belcan  June 2005 - July 2006

Skills
Windows Server, Server Administration, VMware, vCloud, vSphere, vCenter Server, Active Directory, Exchange 2010/2007/2003, Hyper-V, EMC Storage, Symantec Endpoint..., Cloud Computing, Cisco UCS, Virtualization, Disaster Recovery, System Administration, Windows 7, Servers, Troubleshooting, Data Center, DNS, DHCP

Education
Tufts University   2001 — 2005
Bachelor of Arts (BA), Economics

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