Phoenix Investment Partners
Industry: Investment management company
DescriptionVirtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated subadvisers. Assets under management: 54.8 billion USD (March 31, 2015) Headquarters: Hartford, CT CEO: George R Aylward Jr Subsidiaries: KAYNE ANDERSON INVESTMENT MANAGEMENT LLC,
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Phoenix Investment Partners Employees
Employee
Years
Job
Industry
Rupesh J. Kotiya Rupesh J. Kotiya's Phoenix Investment Partners Experience 2000 - 2004
Job
Industry Financial Services
Experience
New York Life & MainStay Investments April 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors June 1998 - May 2000
Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
North Carolina State University 1994 — 1998
BS, Business Management
W G Enloe High School 1990 — 1994
General
New York Life & MainStay Investments April 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors June 1998 - May 2000
Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
North Carolina State University 1994 — 1998
BS, Business Management
W G Enloe High School 1990 — 1994
General
Chip Olson Chip Olson's Phoenix Investment Partners Experience 1991 - 1997
Job Senior Vice President
Industry Investment Management
Experience
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Patrick J. Colburn Patrick J. Colburn's Phoenix Investment Partners Experience June 2000 - September 2002
Job Senior Client Development Consultant at Findlaw, a Thomson Reuters business
Industry Information Technology and Services
Experience
FindLaw, a Thomson Reuters business January 2014 - Present
ADP January 2005 - January 2014
Lazard Asset Management September 2002 - January 2005
Phoenix Investment Partners June 2000 - September 2002
Skills
Salesforce.com, Human Capital Management, ADP Payroll, Competitive Analysis, BPO, Sales Operations, HRO, Territory Management, Coaching, B2B, Benefits Administration, Lead Generation, Strategic Planning, Strategic Partnerships, HRIS, Relationship Management, Customer Retention, Complex Sales, Human Resources, Miller Heiman, Time Management, Software Industry, Leadership, Outsourcing, Selling, Personnel Management, Sales Force Development, Building Relationships, Recruiting, Workforce Management, Applicant Tracking..., Selling Skills, Training, Sales
Education
University of Scranton 1992 — 1996
Bachelor of Science, Marketing
St. Anthonys High School 1989 — 1992
FindLaw, a Thomson Reuters business January 2014 - Present
ADP January 2005 - January 2014
Lazard Asset Management September 2002 - January 2005
Phoenix Investment Partners June 2000 - September 2002
Skills
Salesforce.com, Human Capital Management, ADP Payroll, Competitive Analysis, BPO, Sales Operations, HRO, Territory Management, Coaching, B2B, Benefits Administration, Lead Generation, Strategic Planning, Strategic Partnerships, HRIS, Relationship Management, Customer Retention, Complex Sales, Human Resources, Miller Heiman, Time Management, Software Industry, Leadership, Outsourcing, Selling, Personnel Management, Sales Force Development, Building Relationships, Recruiting, Workforce Management, Applicant Tracking..., Selling Skills, Training, Sales
Education
University of Scranton 1992 — 1996
Bachelor of Science, Marketing
St. Anthonys High School 1989 — 1992
Barry Mandinach Barry Mandinach's Phoenix Investment Partners Experience 1999 - 2001
Job Executive Vice President, Head of Distribution at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners 2014 - Present
UBS Global Asset Management 2001 - 2013
Phoenix Investment Partners 1999 - 2001
Zweig Mutual Funds 1989 - 1999
Drexel Burnham Lambert 1981 - 1989
Education
University of Miami School of Law 1978 — 1981
Juris Doctor
Emory University 1974 — 1978
Bachelor of Science (B.S.), Political Science
Virtus Investment Partners 2014 - Present
UBS Global Asset Management 2001 - 2013
Phoenix Investment Partners 1999 - 2001
Zweig Mutual Funds 1989 - 1999
Drexel Burnham Lambert 1981 - 1989
Education
University of Miami School of Law 1978 — 1981
Juris Doctor
Emory University 1974 — 1978
Bachelor of Science (B.S.), Political Science
Suzanne (Suzanne Augustine) Bowman Suzanne (Suzanne Augustine) Bowman's Phoenix Investment Partners Experience July 1998 - July 1999
Job Marketing Professional
Industry Restaurants
Experience
Mangia Pizza & Pasta Co. March 2013 - Present
Tastefully Simple April 2012 - Present
Junior League of Kalamazoo September 2009 - Present
Haverhill Elementary School June 2010 - June 2012
Discovery Toys Independent Distributor March 2006 - December 2010
OneWest Bank April 2010 - July 2010
Portage Area Newcomers September 2009 - June 2010
Mothers of The Woodlands January 2006 - January 2007
Travelers Life and Annuity January 2000 - December 2004
Phoenix Investment Partners July 1998 - July 1999
Skills
Call Center, Leadership, Marketing, Recruiting, Coaching, Leadership Development, Public Speaking, Staff Development, Training, Internal Communications, Customer Service, Time Management, Instructional Design, Strategic Planning, Team Building, Research, Event Planning, Change Management, PowerPoint, Negotiation, Call Centers, Team Leadership, Program Management, Public Relations, Management, Grant Writing, Employee Relations, E-Learning, Personnel Management, Organizational..., Fundraising, Social Networking, Nonprofits, Microsoft Word, Microsoft Excel, Project Management, Employee Training, Sales, Human Resources, Social Media, Event Management, Performance Management, Workshop Facilitation, Community Outreach, Budgets, Training Programme...
Education
University of Massachusetts, Amherst 1983 — 1987
Communication, Linguistics, Communication Disorders
Mangia Pizza & Pasta Co. March 2013 - Present
Tastefully Simple April 2012 - Present
Junior League of Kalamazoo September 2009 - Present
Haverhill Elementary School June 2010 - June 2012
Discovery Toys Independent Distributor March 2006 - December 2010
OneWest Bank April 2010 - July 2010
Portage Area Newcomers September 2009 - June 2010
Mothers of The Woodlands January 2006 - January 2007
Travelers Life and Annuity January 2000 - December 2004
Phoenix Investment Partners July 1998 - July 1999
Skills
Call Center, Leadership, Marketing, Recruiting, Coaching, Leadership Development, Public Speaking, Staff Development, Training, Internal Communications, Customer Service, Time Management, Instructional Design, Strategic Planning, Team Building, Research, Event Planning, Change Management, PowerPoint, Negotiation, Call Centers, Team Leadership, Program Management, Public Relations, Management, Grant Writing, Employee Relations, E-Learning, Personnel Management, Organizational..., Fundraising, Social Networking, Nonprofits, Microsoft Word, Microsoft Excel, Project Management, Employee Training, Sales, Human Resources, Social Media, Event Management, Performance Management, Workshop Facilitation, Community Outreach, Budgets, Training Programme...
Education
University of Massachusetts, Amherst 1983 — 1987
Communication, Linguistics, Communication Disorders
Kevin Dowling Kevin Dowling's Phoenix Investment Partners Experience 1999 - 2002
Job Regional Sales Manager at Netage Solutions
Industry Investment Management
Experience
Netage Solutions September 2013 - Present
Trusted Insight, Inc. May 2010 - November 2011
Rumson Consulting Group March 2007 - November 2011
Smith College September 2002 - August 2004
Phoenix Investment Partners 1999 - 2002
AXA 1996 - 1999
Skills
Alternative Investments, Private Equity, Hedge Funds, Equities, Investments
Education
Purchase College, SUNY 1991 — 1995
Netage Solutions September 2013 - Present
Trusted Insight, Inc. May 2010 - November 2011
Rumson Consulting Group March 2007 - November 2011
Smith College September 2002 - August 2004
Phoenix Investment Partners 1999 - 2002
AXA 1996 - 1999
Skills
Alternative Investments, Private Equity, Hedge Funds, Equities, Investments
Education
Purchase College, SUNY 1991 — 1995
Melissa Bluey Melissa Bluey's Phoenix Investment Partners Experience May 2000 - September 2001
Job Creative Director at The Heritage Foundation
Industry Think Tanks
Experience
The Heritage Foundation January 2011 - Present
The Atlantic November 2005 - January 2011
Woman's Outlook magazine August 2002 - November 2005
Corporate Executive Board October 2001 - August 2002
Phoenix Investment Partners May 2000 - September 2001
Skills
Creative Direction, Art Direction, Creative Strategy, Graphic Design, Branding & Identity, Brand Management, Marketing Communications, Strategic Communications, Logo Design, Project Management, Editing, Adobe Creative Suite, Nonprofits, WordPress, Public Speaking, Political Campaigns, Web Design, Public Relations, Social Media, Research
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
The Heritage Foundation January 2011 - Present
The Atlantic November 2005 - January 2011
Woman's Outlook magazine August 2002 - November 2005
Corporate Executive Board October 2001 - August 2002
Phoenix Investment Partners May 2000 - September 2001
Skills
Creative Direction, Art Direction, Creative Strategy, Graphic Design, Branding & Identity, Brand Management, Marketing Communications, Strategic Communications, Logo Design, Project Management, Editing, Adobe Creative Suite, Nonprofits, WordPress, Public Speaking, Political Campaigns, Web Design, Public Relations, Social Media, Research
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), Business/Corporate Communications
Robert Hunt, Jr. CIMC, CIMA's Phoenix Investment Partners Experience February 2002 - June 2005
Job Director, North Region at RNC Genter Capital Management
Industry Financial Services
Experience
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
Edward Battista, MS, SPHR-CA, GPHR Edward Battista, MS, SPHR-CA, GPHR's Phoenix Investment Partners Experience September 1990 - September 1998
Job Vice President, Human Resources, Hospital Corp. of America
Industry Hospital & Health Care
Experience
HCA 2008 - Present
Mee Memorial Hospital 2006 - 2008
Fortius Group of Funds 2003 - 2006
Vanguard 1998 - 2003
Phoenix Investment Partners September 1990 - September 1998
United Technologies June 1986 - September 1990
Skills
HR Executive, Strategic Planning, Labor Relations, Employee Relations, Training & Development, Collective Bargaining, Union Relations, Talent Management, Change Management, Leadership, Executive Management, Executive Coaching, Organizational..., Policy Writing, Workplace Investigation, Healthcare Management, Workplace Harassment, Occupational Health, ADA compliance, Workers Compensation, FMLA, CFRA, EEOC, Wrongful Termination, DFEH, Leave of Absence..., Employee Handbooks, Compensation & Benefits..., Performance Management, Written & Oral..., Union & Non-Union, Mutual Funds, Executive Presentation..., Healthcare, Applicant Tracking..., Team Building, Training, Management, Hospitals
Education
Rensselaer Polytechnic Institute
Master's degree, Business Administration and Management, General
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
HCA 2008 - Present
Mee Memorial Hospital 2006 - 2008
Fortius Group of Funds 2003 - 2006
Vanguard 1998 - 2003
Phoenix Investment Partners September 1990 - September 1998
United Technologies June 1986 - September 1990
Skills
HR Executive, Strategic Planning, Labor Relations, Employee Relations, Training & Development, Collective Bargaining, Union Relations, Talent Management, Change Management, Leadership, Executive Management, Executive Coaching, Organizational..., Policy Writing, Workplace Investigation, Healthcare Management, Workplace Harassment, Occupational Health, ADA compliance, Workers Compensation, FMLA, CFRA, EEOC, Wrongful Termination, DFEH, Leave of Absence..., Employee Handbooks, Compensation & Benefits..., Performance Management, Written & Oral..., Union & Non-Union, Mutual Funds, Executive Presentation..., Healthcare, Applicant Tracking..., Team Building, Training, Management, Hospitals
Education
Rensselaer Polytechnic Institute
Master's degree, Business Administration and Management, General
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
Tim Bojar Tim Bojar's Phoenix Investment Partners Experience 1998 - 1999
Job Director of Business Development at Valo Group, LLC
Industry Financial Services
Experience
Valo Group, LLC 2014 - Present
Wind Energy Development, LLC 2013 - Present
Litespeed Management 2009 - 2013
Macquarie Capital (USA) Inc. 2007 - 2009
XI Asset Management 2006 - 2007
Zanett Asset Management 2003 - 2006
Fidelity Investments 1999 - 2003
Phoenix Investment Partners 1998 - 1999
Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital
Education
Brown University 1994 — 1998
B.A. in Business-Economics, Economics
Berkeley Preparatory School 1991 — 1994
High School
Valo Group, LLC 2014 - Present
Wind Energy Development, LLC 2013 - Present
Litespeed Management 2009 - 2013
Macquarie Capital (USA) Inc. 2007 - 2009
XI Asset Management 2006 - 2007
Zanett Asset Management 2003 - 2006
Fidelity Investments 1999 - 2003
Phoenix Investment Partners 1998 - 1999
Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital
Education
Brown University 1994 — 1998
B.A. in Business-Economics, Economics
Berkeley Preparatory School 1991 — 1994
High School
Tom Flynn, CIMA's Phoenix Investment Partners Experience June 2000 - December 2004
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2011 - Present
Mainstay Investments/New York Life Investments April 2005 - January 2011
Phoenix Investment Partners June 2000 - December 2004
Skills
Problem Solving, Mutual Funds, Managed Accounts, Investment Strategies, Investment Products, Investments, Wholesaling, Equities, Retirement Planning, Financial Planning, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, 401k, Portfolio Management, Wealth Management, Retirement, Competitive Analysis, Financial Advisory, Series 7, Series 63, ETFs, Separately Managed..., Institutional, Series 66, Series 65, CIMA, Capital Markets, Financial Services, Investment Management, Securities, Series 24
Education
Rider University 1995 — 1999
Bachelors, Business Administration
Ridgefield Park High School 1991 — 1995
Russell Investments January 2011 - Present
Mainstay Investments/New York Life Investments April 2005 - January 2011
Phoenix Investment Partners June 2000 - December 2004
Skills
Problem Solving, Mutual Funds, Managed Accounts, Investment Strategies, Investment Products, Investments, Wholesaling, Equities, Retirement Planning, Financial Planning, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, 401k, Portfolio Management, Wealth Management, Retirement, Competitive Analysis, Financial Advisory, Series 7, Series 63, ETFs, Separately Managed..., Institutional, Series 66, Series 65, CIMA, Capital Markets, Financial Services, Investment Management, Securities, Series 24
Education
Rider University 1995 — 1999
Bachelors, Business Administration
Ridgefield Park High School 1991 — 1995
Tom Steenburg's Phoenix Investment Partners Experience January 2000 - April 2002
Job Managing Principal at TetraLibra Consulting LLC
Industry Investment Management
Experience
TetraLibra Consulting LLC July 2012 - Present
Thomas N. Steenburg, Esq. 1978 - Present
Equilibrium Consulting Group, LLC April 2011 - July 2012
IM Solutions October 2002 - March 2011
Phoenix Investment Partners January 2000 - April 2002
Phoenix Investment Partners January 1999 - December 1999
Phoenix Investment Partners October 1995 - December 1998
Phoenix Life Insurance Company October 1991 - September 1995
Skills
Hedge Funds, Mutual Funds, Equities, Due Diligence, Mergers, Investment Management, Securities, Venture Capital, Corporate Law, Private Equity, Mergers & Acquisitions, Fixed Income, Investments, IPO, Securities Regulation, Financial Services, Strategy, FINRA, Investment Banking, Alternative Investments, Emerging Markets, Capital Markets, Broker-Dealer, Corporate Governance, SEC, Insurance, Asset Management, Series 7, Restructuring, Private Placements, Series 63, Investment Advisory, Asset Allocation, Investment Strategies, Derivatives, Fund Of Funds, Financial Markets, Options, Trading, Commodity
Education
Harvard University 1967 — 1971
AB, Economics
TetraLibra Consulting LLC July 2012 - Present
Thomas N. Steenburg, Esq. 1978 - Present
Equilibrium Consulting Group, LLC April 2011 - July 2012
IM Solutions October 2002 - March 2011
Phoenix Investment Partners January 2000 - April 2002
Phoenix Investment Partners January 1999 - December 1999
Phoenix Investment Partners October 1995 - December 1998
Phoenix Life Insurance Company October 1991 - September 1995
Skills
Hedge Funds, Mutual Funds, Equities, Due Diligence, Mergers, Investment Management, Securities, Venture Capital, Corporate Law, Private Equity, Mergers & Acquisitions, Fixed Income, Investments, IPO, Securities Regulation, Financial Services, Strategy, FINRA, Investment Banking, Alternative Investments, Emerging Markets, Capital Markets, Broker-Dealer, Corporate Governance, SEC, Insurance, Asset Management, Series 7, Restructuring, Private Placements, Series 63, Investment Advisory, Asset Allocation, Investment Strategies, Derivatives, Fund Of Funds, Financial Markets, Options, Trading, Commodity
Education
Harvard University 1967 — 1971
AB, Economics
Don Foberg Don Foberg's Phoenix Investment Partners Experience 1998 - 2004
Job Vice President Infrastructure at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services April 2014 - Present
Boston Financial Data Services January 2005 - Present
Phoenix Investment Partners 1998 - 2004
Skills
Mutual Funds, Relationship Management, Investments, Management, Vendor Management, Financial Services, Insurance, Corporate Development, Asset Managment, Asset Management, Finance, Securities, Fixed Annuities, Retirement, Mergers & Acquisitions, Business Development, Executive Management
Education
University of Rhode Island
Boston Financial Data Services April 2014 - Present
Boston Financial Data Services January 2005 - Present
Phoenix Investment Partners 1998 - 2004
Skills
Mutual Funds, Relationship Management, Investments, Management, Vendor Management, Financial Services, Insurance, Corporate Development, Asset Managment, Asset Management, Finance, Securities, Fixed Annuities, Retirement, Mergers & Acquisitions, Business Development, Executive Management
Education
University of Rhode Island
Kenneth Lawless's Phoenix Investment Partners Experience January 1997 - August 1999
Job Director of Information Technology
Industry Information Technology and Services
Experience
Behavioral Health Network, Inc May 2012 - Present
Community Renewal Team, Inc. June 2009 - December 2011
Reflexite Corporation August 1999 - February 2009
Phoenix Investment Partners January 1997 - August 1999
MTM Technologies March 1996 - January 1997
Hartford Life 1995 - 1996
Aetna Life & Casualty February 1991 - June 1994
Skills
Microsoft Office, Disaster Recovery, Active Directory, Telecommunications, Budgeting, Servers, Strategic Planning, Windows, Customer Relations, Vendor Relations, Customer Service, IT Management, Excel, Word, Team Leadership, Problem Solving, Team Management, IT Service Management
Education
Post University 1985 — 1990
Bachelors Degree
Avon High School 1980 — 1984
Behavioral Health Network, Inc May 2012 - Present
Community Renewal Team, Inc. June 2009 - December 2011
Reflexite Corporation August 1999 - February 2009
Phoenix Investment Partners January 1997 - August 1999
MTM Technologies March 1996 - January 1997
Hartford Life 1995 - 1996
Aetna Life & Casualty February 1991 - June 1994
Skills
Microsoft Office, Disaster Recovery, Active Directory, Telecommunications, Budgeting, Servers, Strategic Planning, Windows, Customer Relations, Vendor Relations, Customer Service, IT Management, Excel, Word, Team Leadership, Problem Solving, Team Management, IT Service Management
Education
Post University 1985 — 1990
Bachelors Degree
Avon High School 1980 — 1984
Rick Goulart, APR's Phoenix Investment Partners Experience 1999 - 2001
Job Chief Communications Officer to clients of RGPR
Industry Public Relations and Communications
Experience
RGPR Consulting 2015 - Present
PRA Group 2012 - 2015
Pfizer 2005 - 2011
Cigna Health Services 2002 - 2004
Quinnipiac University 2002 - 2002
Phoenix Investment Partners 1999 - 2001
Cigna 1987 - 1999
Bank of America 1982 - 1987
Skills
Strategic Communications, Integrated Marketing, Crisis Communications, Internal Communications, Marketing Strategy, Sales Management, Broadcast Journalism, Leadership, Corporate Social..., Marketing Communications, Public Speaking, Brand Development, Newsletters, Management, Video Production, Community Development, Press Releases, Policy, Public Relations, Business Strategy, Strategy, Writing, Marketing Management, Advertising
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1990
M.S., Management, Marketing concentration
California Polytechnic State University-San Luis Obispo
B.S., Journalism, Broadcast News concentration
RGPR Consulting 2015 - Present
PRA Group 2012 - 2015
Pfizer 2005 - 2011
Cigna Health Services 2002 - 2004
Quinnipiac University 2002 - 2002
Phoenix Investment Partners 1999 - 2001
Cigna 1987 - 1999
Bank of America 1982 - 1987
Skills
Strategic Communications, Integrated Marketing, Crisis Communications, Internal Communications, Marketing Strategy, Sales Management, Broadcast Journalism, Leadership, Corporate Social..., Marketing Communications, Public Speaking, Brand Development, Newsletters, Management, Video Production, Community Development, Press Releases, Policy, Public Relations, Business Strategy, Strategy, Writing, Marketing Management, Advertising
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1990
M.S., Management, Marketing concentration
California Polytechnic State University-San Luis Obispo
B.S., Journalism, Broadcast News concentration
Peter Walker, CIMA, AIF, CAIA Peter Walker, CIMA, AIF, CAIA's Phoenix Investment Partners Experience December 1997 - November 2001
Job Senior Vice President, East Division Field Sales Director Broker Dealer Sales
Industry Investment Management
Experience
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
Samuel Aryee Samuel Aryee's Phoenix Investment Partners Experience January 1996 - January 2004
Job Senior Accountant at The Salvation Army
Industry Research
Experience
National Osteoporosis Foundation September 2014 - Present
Accounting Principals 2012 - 2013
Accounting Principals 2012 - 2013
CSIR April 2007 - July 2011
2008- 2011 Council April 2007 - July 2011
HMS Host January 2007 - December 2007
2004 - 2007 Edison May 2004 - January 2007
Phoenix Investment Partners January 1996 - January 2004
Coopers & Lybrand January 1995 - January 1996
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Analysis, Human Resources, Account Reconciliation, Financial Statements, PeopleSoft
Education
Central Connecticut State University CT
BS, Accounting
University of Hartford
MBA
National Osteoporosis Foundation September 2014 - Present
Accounting Principals 2012 - 2013
Accounting Principals 2012 - 2013
CSIR April 2007 - July 2011
2008- 2011 Council April 2007 - July 2011
HMS Host January 2007 - December 2007
2004 - 2007 Edison May 2004 - January 2007
Phoenix Investment Partners January 1996 - January 2004
Coopers & Lybrand January 1995 - January 1996
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Analysis, Human Resources, Account Reconciliation, Financial Statements, PeopleSoft
Education
Central Connecticut State University CT
BS, Accounting
University of Hartford
MBA
Michael Byrne, CCIM Michael Byrne, CCIM's Phoenix Investment Partners Experience June 2005 - September 2007
Job Associate Director, Portfolio Management at UBS Global Asset Management
Industry Commercial Real Estate
Experience
UBS Global Asset Management May 2013 - Present
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut September 2012 - March 2014
West Hartford Public Library February 2012 - January 2014
UBS Global Asset Management February 2011 - May 2013
UBS Global Asset Management September 2007 - February 2011
Phoenix Investment Partners June 2005 - September 2007
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Equities, Asset Management, Due Diligence, Financial Analysis, Financial Services, Private Equity, Finance, Securities, Mutual Funds, Fixed Income, Management
Education
Certified Commercial Investment Member (CCIM)
CCIM Designation, Commercial Real Estate
University of Hartford 2009 — 2011
MBA, Finance
La Salle University - School of Business Administration 2001 — 2005
B.S., Finance and Marketing
UBS Global Asset Management May 2013 - Present
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut April 2014 - June 2015
United Way of Central and Northeastern Connecticut September 2012 - March 2014
West Hartford Public Library February 2012 - January 2014
UBS Global Asset Management February 2011 - May 2013
UBS Global Asset Management September 2007 - February 2011
Phoenix Investment Partners June 2005 - September 2007
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Equities, Asset Management, Due Diligence, Financial Analysis, Financial Services, Private Equity, Finance, Securities, Mutual Funds, Fixed Income, Management
Education
Certified Commercial Investment Member (CCIM)
CCIM Designation, Commercial Real Estate
University of Hartford 2009 — 2011
MBA, Finance
La Salle University - School of Business Administration 2001 — 2005
B.S., Finance and Marketing
Gregory Candy Gregory Candy's Phoenix Investment Partners Experience December 2001 - December 2002
Job Principal Project Analyst at ISO New England
Industry Utilities
Experience
ISO New England June 2013 - Present
ISO New England March 2011 - June 2013
ISO New England December 2002 - March 2011
Phoenix Investment Partners December 2001 - December 2002
PricewaterhouseCoopers June 1997 - December 2001
U.S. Navy Reserve February 1982 - June 1998
Hartford Hospital July 1994 - June 1997
Miles Homes, Inc November 1993 - July 1994
ABB Inc. March 1982 - November 1993
US Navy May 1976 - February 1982
Skills
Business Intelligence, Requirements Analysis, Enterprise Architecture, Databases, Data Warehousing, SDLC, Project Management, Engineering, Oracle, Testing, Database Administration, Data Modeling, ETL, Unix, Software Documentation, Data Architecture, Data Warehouse..., Manufacturing, Percussion, Healthcare
Education
Yale University 1991 — 1993
M.S., Computer Science
Trinity College-Hartford 1983 — 1986
M.S., Mathematics
Navy Nuclear Power School 1976 — 1976
n/a, Nuclear Engineering
University of Michigan 1972 — 1976
B.A., Mathematics and Music Theory (double major)
ISO New England June 2013 - Present
ISO New England March 2011 - June 2013
ISO New England December 2002 - March 2011
Phoenix Investment Partners December 2001 - December 2002
PricewaterhouseCoopers June 1997 - December 2001
U.S. Navy Reserve February 1982 - June 1998
Hartford Hospital July 1994 - June 1997
Miles Homes, Inc November 1993 - July 1994
ABB Inc. March 1982 - November 1993
US Navy May 1976 - February 1982
Skills
Business Intelligence, Requirements Analysis, Enterprise Architecture, Databases, Data Warehousing, SDLC, Project Management, Engineering, Oracle, Testing, Database Administration, Data Modeling, ETL, Unix, Software Documentation, Data Architecture, Data Warehouse..., Manufacturing, Percussion, Healthcare
Education
Yale University 1991 — 1993
M.S., Computer Science
Trinity College-Hartford 1983 — 1986
M.S., Mathematics
Navy Nuclear Power School 1976 — 1976
n/a, Nuclear Engineering
University of Michigan 1972 — 1976
B.A., Mathematics and Music Theory (double major)
Tom Meyers, CFA Tom Meyers, CFA's Phoenix Investment Partners Experience 2000 - 2002
Job Senior Client Portfolio Manager and Head of Distribution
Industry Investment Management
Experience
Legal and General Investment Management, America May 2009 - Present
Wells Capital Management May 2008 - May 2009
Seix Advisors 2002 - 2008
Phoenix Investment Partners 2000 - 2002
Conseco Capital Management, Inc. 1988 - 2000
Capital Guardian Trust 1985 - 1988
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, LDI, Sales Management, Marketing, Pensions, Bonds, Strategy
Education
Brown University 1981 — 1985
BA (Honors), Organizational Behavior and Management
New Trier East 1977 — 1981
Legal and General Investment Management, America May 2009 - Present
Wells Capital Management May 2008 - May 2009
Seix Advisors 2002 - 2008
Phoenix Investment Partners 2000 - 2002
Conseco Capital Management, Inc. 1988 - 2000
Capital Guardian Trust 1985 - 1988
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, LDI, Sales Management, Marketing, Pensions, Bonds, Strategy
Education
Brown University 1981 — 1985
BA (Honors), Organizational Behavior and Management
New Trier East 1977 — 1981
Diony Concepcion Diony Concepcion's Phoenix Investment Partners Experience August 2007 - February 2008
Job Financial Advisor/Wealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management May 2012 - Present
CTWorks March 2011 - April 2012
Independent Consultant May 2010 - March 2011
Stone Insurance March 2008 - May 2010
Phoenix Investment Partners August 2007 - February 2008
Samuel A. Ramirez and Co. May 2005 - June 2007
Merrill Lynch September 1999 - May 2005
New York Life Insurance Company May 1996 - June 1999
Skills
Sales Management, Direct Marketing, Diversity Strategy, New Business Development, Business Relationship..., Government Liason, Motivational..., Retirement Planning, Investment Advisory, Asset Allocation, Asset Management, Community Relations, Asset Managment, Community Development, Business Development, Business Strategy, Leadership, Marketing, Nonprofits, Public Speaking, Relationship Management
Education
The University of Connecticut 1989 — 1994
Political science, Bachelor of Arts
The University of Connecticut 1989 — 1994
Bachelor of Arts (B.A.), Certificate of Latin american studies
Malcolm Pirnie, CFA Malcolm Pirnie, CFA's Phoenix Investment Partners Experience August 1976 - November 1979
Job Managing Director, Freshwater Global Advisors
Industry Financial Services
Experience
Freshwater Global June 2010 - Present
Fortis Investment Management February 1997 - February 2003
Harbor Capital Management Company, Inc. November 1979 - February 1997
Phoenix Investment Partners August 1976 - November 1979
Skills
Alternative Investments, Hedge Funds, Asset Managment, Business Development, Due Diligence, Equities
Education
Babson College 1973 — 1974
MBA, Finance, Marketing
Union College 1964 — 1968
BS
Freshwater Global June 2010 - Present
Fortis Investment Management February 1997 - February 2003
Harbor Capital Management Company, Inc. November 1979 - February 1997
Phoenix Investment Partners August 1976 - November 1979
Skills
Alternative Investments, Hedge Funds, Asset Managment, Business Development, Due Diligence, Equities
Education
Babson College 1973 — 1974
MBA, Finance, Marketing
Union College 1964 — 1968
BS
Maris L. Lambergs Maris L. Lambergs's Phoenix Investment Partners Experience 1992 - 1997
Job
Industry Investment Management
Experience
Raylor Asset Management, LLC. February 2011 - Present
Direxion Funds March 2008 - June 2010
RiverSource Distributors 2004 - 2007
Several October 1987 - July 2003
Phoenix Investment Partners 1992 - 1997
Skills
New Business Development, Sales, Business Development, Leadership, Marketing Strategy, Strategy, Mutual Funds, Investments, Public Speaking, Recruiting, Alternative Investments, Wealth Management, Fixed Annuities, Strategic Financial..., Financial Advisory, Series 63, Separately Managed..., Financial Services, ETFs, Asset Allocation, Portfolio Management, Securities, Series 65, Retirement Planning
Education
American College 1982 — 1986
Chartered Financial Consultant
Raylor Asset Management, LLC. February 2011 - Present
Direxion Funds March 2008 - June 2010
RiverSource Distributors 2004 - 2007
Several October 1987 - July 2003
Phoenix Investment Partners 1992 - 1997
Skills
New Business Development, Sales, Business Development, Leadership, Marketing Strategy, Strategy, Mutual Funds, Investments, Public Speaking, Recruiting, Alternative Investments, Wealth Management, Fixed Annuities, Strategic Financial..., Financial Advisory, Series 63, Separately Managed..., Financial Services, ETFs, Asset Allocation, Portfolio Management, Securities, Series 65, Retirement Planning
Education
American College 1982 — 1986
Chartered Financial Consultant
Kevin O'Brien, CFA Kevin O'Brien, CFA's Phoenix Investment Partners Experience August 2001 - February 2004
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
Ernst Kosower, CIMA® Ernst Kosower, CIMA®'s Phoenix Investment Partners Experience 2005 - 2006
Job Regional Sales Director at Snow Capital Management L.P.
Industry Financial Services
Experience
Snow Capital Management L.P. April 2010 - Present
Pono Consulting July 2006 - March 2010
Phoenix Investment Partners 2005 - 2006
Laurel Capital Advisors November 2001 - February 2005
Delaware Investments November 2000 - October 2001
Merrill Lynch Investment Managers July 1999 - October 2000
Merrill Lynch Consulting Services April 1995 - June 1999
Merrill Lynch November 1984 - March 1995
Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley
Education
Ashland University 1975 — 1979
B.A., Communications & Marketing
Snow Capital Management L.P. April 2010 - Present
Pono Consulting July 2006 - March 2010
Phoenix Investment Partners 2005 - 2006
Laurel Capital Advisors November 2001 - February 2005
Delaware Investments November 2000 - October 2001
Merrill Lynch Investment Managers July 1999 - October 2000
Merrill Lynch Consulting Services April 1995 - June 1999
Merrill Lynch November 1984 - March 1995
Skills
Asset Management, Investments, Funding, SMA, Public Speaking, Endowments, Alternative Investments, Separately Managed..., Investment Advisory, Asset Allocation, Investment Strategies, Series 65, Mutual Funds, Taft-Hartley
Education
Ashland University 1975 — 1979
B.A., Communications & Marketing
Jean Williams Jean Williams's Phoenix Investment Partners Experience 1999 - 2002
Job Database Administrator at Baystate Health
Industry Insurance
Experience
Baystate Health November 2010 - Present
Phoenix Life Insurance Company 2004 - November 2010
Phoenix Life Insurance Company 2003 - 2004
Phoenix Life Insurance Company 2002 - 2003
Phoenix Investment Partners 1999 - 2002
Travelers Investments 1997 - 1999
Shawmut Bank 1991 - 1997
Cigna 1982 - 1991
CG\Aetna 1973 - 1982
Skills
Databases, Vendor Management, SQL, Database Design, Management, Project Planning, Technical Support, Outsourcing, Information Security, SDLC, Disaster Recovery, Information Technology, Visio, Data Warehousing, Database Administration, Business Analysis, Microsoft SQL Server, Requirements Analysis, ETL, Software Documentation
Education
Boston University Project Management Institute Certificate Program 2004 — 2004
Project Management
Central Connecticut State University 1970 — 1973
AS, Secretarial Science
Wethersfield High School
Baystate Health November 2010 - Present
Phoenix Life Insurance Company 2004 - November 2010
Phoenix Life Insurance Company 2003 - 2004
Phoenix Life Insurance Company 2002 - 2003
Phoenix Investment Partners 1999 - 2002
Travelers Investments 1997 - 1999
Shawmut Bank 1991 - 1997
Cigna 1982 - 1991
CG\Aetna 1973 - 1982
Skills
Databases, Vendor Management, SQL, Database Design, Management, Project Planning, Technical Support, Outsourcing, Information Security, SDLC, Disaster Recovery, Information Technology, Visio, Data Warehousing, Database Administration, Business Analysis, Microsoft SQL Server, Requirements Analysis, ETL, Software Documentation
Education
Boston University Project Management Institute Certificate Program 2004 — 2004
Project Management
Central Connecticut State University 1970 — 1973
AS, Secretarial Science
Wethersfield High School
Bryan Yvon Bryan Yvon's Phoenix Investment Partners Experience November 1996 - January 2000
Job First Vice President at Carey Financial
Industry Financial Services
Experience
Carey Financial October 2013 - Present
Prudential Investments April 2011 - October 2013
Transamerica Capital, Inc November 2008 - October 2010
RiverSource Distributors, Inc March 2006 - November 2008
New York Life Investment Mgt April 2005 - March 2006
Mainstay Asset Management November 2002 - April 2005
ING Funds December 2001 - November 2002
Phoenix Investment Partners, LTD January 2000 - November 2001
Phoenix Investment Partners November 1996 - January 2000
The Hanover Insurance Group April 1994 - November 1996
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Investment Advisory, Asset Managment, Securities, Investment Strategies, Equities, Portfolio Management, IRAs, Investment Management, Bonds, Sales, Financial Markets, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Sales Operations
Education
University of Rhode Island - College of Business Administration 1989 — 1994
BS, Business Admin
Carey Financial October 2013 - Present
Prudential Investments April 2011 - October 2013
Transamerica Capital, Inc November 2008 - October 2010
RiverSource Distributors, Inc March 2006 - November 2008
New York Life Investment Mgt April 2005 - March 2006
Mainstay Asset Management November 2002 - April 2005
ING Funds December 2001 - November 2002
Phoenix Investment Partners, LTD January 2000 - November 2001
Phoenix Investment Partners November 1996 - January 2000
The Hanover Insurance Group April 1994 - November 1996
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Investment Advisory, Asset Managment, Securities, Investment Strategies, Equities, Portfolio Management, IRAs, Investment Management, Bonds, Sales, Financial Markets, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Sales Operations
Education
University of Rhode Island - College of Business Administration 1989 — 1994
BS, Business Admin
Eric Ceccotti Eric Ceccotti's Phoenix Investment Partners Experience June 1996 - December 1998
Job Application Infrastructure and Applied Architect at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - Present
Bank of America May 2007 - August 2011
Fleet Bank / Bank of America December 1998 - May 2007
Phoenix Investment Partners June 1996 - December 1998
Command Systems September 1995 - June 1996
Burlington Industries September 1994 - September 1995
Command Systems October 1992 - September 1994
Andersen Consulting April 1990 - October 1992
Skills
Unix, Oracle, Shell Scripting, Databases, Linux, Microsoft SQL Server, Testing, MySQL, Solaris, Windows, SDLC, Business Intelligence, T-SQL, Enterprise Architecture, Integration, Disaster Recovery, COBOL
Education
Western New England University 1992 — 1993
MBA, 4.0
The University of Connecticut 1985 — 1989
Bachelor's Degree, Finance, 3.2 / 4.0
Bank of America August 2011 - Present
Bank of America May 2007 - August 2011
Fleet Bank / Bank of America December 1998 - May 2007
Phoenix Investment Partners June 1996 - December 1998
Command Systems September 1995 - June 1996
Burlington Industries September 1994 - September 1995
Command Systems October 1992 - September 1994
Andersen Consulting April 1990 - October 1992
Skills
Unix, Oracle, Shell Scripting, Databases, Linux, Microsoft SQL Server, Testing, MySQL, Solaris, Windows, SDLC, Business Intelligence, T-SQL, Enterprise Architecture, Integration, Disaster Recovery, COBOL
Education
Western New England University 1992 — 1993
MBA, 4.0
The University of Connecticut 1985 — 1989
Bachelor's Degree, Finance, 3.2 / 4.0
Todd Rizzo, PMP's Phoenix Investment Partners Experience 1998 - 2001
Job Seeking New Opportunity!
Industry Information Technology and Services
Experience
Amatea January 2015 - Present
Quality Business Engineering October 2012 - 2014
Quality Business Engineering September 2011 - October 2012
Quality Business Engineering April 2010 - September 2011
A&D Home Health Services LLC 2009 - 2010
WPI Exclusive Realty LLC 2003 - 2009
MassMutual 2001 - 2003
Phoenix Investment Partners 1998 - 2001
Skills
Program Management, DoD, ITIL, Security Clearance, Requirements Analysis, Process Improvement, Government, Enterprise Architecture, PMP, Data Center, Information Technology, Security, Project Planning, Testing, Integration, Configuration Management, CISSP, Troubleshooting, Quality Assurance, Disaster Recovery, Military, Information Assurance, Business Analysis, Network Security, Change Management, SharePoint, Leadership, Project Management, Team Leadership, Business Process..., Government Contracting, SDLC, Cloud Computing, MS Project, Systems Engineering, Proposal Writing, System Administration, Visio, IT Strategy, Requirements Management, System Deployment, IT Service Management, IT Management, Agile Project Management, Governance, Enterprise Software, Virtualization, PMO, System Architecture, Professional Services
Education
Curry College 1992 — 1996
BA, Business Management
Messalonskee High School 1988 — 1992
Amatea January 2015 - Present
Quality Business Engineering October 2012 - 2014
Quality Business Engineering September 2011 - October 2012
Quality Business Engineering April 2010 - September 2011
A&D Home Health Services LLC 2009 - 2010
WPI Exclusive Realty LLC 2003 - 2009
MassMutual 2001 - 2003
Phoenix Investment Partners 1998 - 2001
Skills
Program Management, DoD, ITIL, Security Clearance, Requirements Analysis, Process Improvement, Government, Enterprise Architecture, PMP, Data Center, Information Technology, Security, Project Planning, Testing, Integration, Configuration Management, CISSP, Troubleshooting, Quality Assurance, Disaster Recovery, Military, Information Assurance, Business Analysis, Network Security, Change Management, SharePoint, Leadership, Project Management, Team Leadership, Business Process..., Government Contracting, SDLC, Cloud Computing, MS Project, Systems Engineering, Proposal Writing, System Administration, Visio, IT Strategy, Requirements Management, System Deployment, IT Service Management, IT Management, Agile Project Management, Governance, Enterprise Software, Virtualization, PMO, System Architecture, Professional Services
Education
Curry College 1992 — 1996
BA, Business Management
Messalonskee High School 1988 — 1992
Mary Canning Mary Canning's Phoenix Investment Partners Experience January 1981 - June 1997
Job Teacher at Pinellas County Schools
Industry Education Management
Experience
Pinellas County Schools September 2006 - Present
Mutual of America May 1998 - May 2005
Phoenix Investment Partners January 1981 - June 1997
Education
University of South Florida 2005 — 2007
Master of Arts (M.A.), Education
The University of Connecticut 1989 — 1991
Bachelor of Arts (B.A.), History & Literature
Pinellas County Schools September 2006 - Present
Mutual of America May 1998 - May 2005
Phoenix Investment Partners January 1981 - June 1997
Education
University of South Florida 2005 — 2007
Master of Arts (M.A.), Education
The University of Connecticut 1989 — 1991
Bachelor of Arts (B.A.), History & Literature
Thomas Lewis Thomas Lewis's Phoenix Investment Partners Experience 1998 - 1999
Job Managing Director, Head of Research & Trading at BMO Asset Management Corp., BMO Global Asset Management
Industry Investment Management
Experience
BMO Asset Management Corp., BMO Global Asset Management June 2012 - Present
BMO Harris Private Banking November 2004 - May 2012
BMO Harris Private Banking 1999 - 2004
Phoenix Investment Partners 1998 - 1999
Nesbitt Burns Securities Inc. June 1996 - June 1998
Duff & Phelps Inc. 1976 - 1996
Skills
Portfolio Management, Trading, Equities, Investments, Asset Allocation, Capital Markets, Equity Research, Asset Management, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Bonds, Bloomberg, Alternative Investments
Education
Governors State University 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Governors State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting and Finance
BMO Asset Management Corp., BMO Global Asset Management June 2012 - Present
BMO Harris Private Banking November 2004 - May 2012
BMO Harris Private Banking 1999 - 2004
Phoenix Investment Partners 1998 - 1999
Nesbitt Burns Securities Inc. June 1996 - June 1998
Duff & Phelps Inc. 1976 - 1996
Skills
Portfolio Management, Trading, Equities, Investments, Asset Allocation, Capital Markets, Equity Research, Asset Management, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Bonds, Bloomberg, Alternative Investments
Education
Governors State University 1976 — 1979
Master of Business Administration (MBA), Accounting and Finance
Governors State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting and Finance
Haiqing Chen, FRM Haiqing Chen, FRM's Phoenix Investment Partners Experience 2006 - 2009
Job Quantitative Equity Analyst
Industry Investment Management
Bill Rice Bill Rice's Phoenix Investment Partners Experience December 2000 - November 2001
Job Internet Marketing and Strategy Executive and Entrepreneur
Industry Marketing and Advertising
Experience
Family Cookbook Project September 2004 - Present
Web Marketing Association September 1997 - Present
Wealth Management News Service January 2002 - January 2006
Phoenix Investment Partners December 2000 - November 2001
Smith Barney Consulting Group December 1997 - September 2000
Liberty Financial Companies January 1992 - December 1997
Skills
Online Advertising, Online Marketing, Interactive Advertising, Team Building, Web Strategy, Online Reputation..., Web Marketing, Marketing, Advertising, Content Strategy, Public Relations, Marketing Strategy, Email Marketing, Digital Marketing, Management, Web Development, Digital Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing
Education
Harvard University 1987 — 1993
Graduate Certificate, Business Administration
Northeastern University 1980 — 1985
B.S., Corporate Communication
Family Cookbook Project September 2004 - Present
Web Marketing Association September 1997 - Present
Wealth Management News Service January 2002 - January 2006
Phoenix Investment Partners December 2000 - November 2001
Smith Barney Consulting Group December 1997 - September 2000
Liberty Financial Companies January 1992 - December 1997
Skills
Online Advertising, Online Marketing, Interactive Advertising, Team Building, Web Strategy, Online Reputation..., Web Marketing, Marketing, Advertising, Content Strategy, Public Relations, Marketing Strategy, Email Marketing, Digital Marketing, Management, Web Development, Digital Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing
Education
Harvard University 1987 — 1993
Graduate Certificate, Business Administration
Northeastern University 1980 — 1985
B.S., Corporate Communication
David Topham David Topham's Phoenix Investment Partners Experience 1994 - 1998
Job Commercial Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank 2014 - Present
M&T Bank 2003 - 2013
M&T Bank 1998 - 2002
Phoenix Investment Partners 1994 - 1998
Phoenix Investment Partners 1992 - 1994
Putnam Investments 1992 - 1993
Skills
Finance, Investments, Analysis, Credit, Mutual Funds, Fixed Income, Financial Risk, Financial Analysis, Asset Management, Loans, Commercial Banking, Portfolio Management, Financial Reporting, Accounting, Treasury Management, Banking, Financial Modeling, Corporate Finance, Budgets, Risk Management, Equities, Credit Analysis, Commercial Real Estate, Budgeting, Mortgage Lending, Mergers, Business Analysis, Credit Risk, Financial Statement...
Education
Merrimack College 1987 — 1992
Bachelor's Degree, Double Major: Accounting & Finance
M&T Bank 2014 - Present
M&T Bank 2003 - 2013
M&T Bank 1998 - 2002
Phoenix Investment Partners 1994 - 1998
Phoenix Investment Partners 1992 - 1994
Putnam Investments 1992 - 1993
Skills
Finance, Investments, Analysis, Credit, Mutual Funds, Fixed Income, Financial Risk, Financial Analysis, Asset Management, Loans, Commercial Banking, Portfolio Management, Financial Reporting, Accounting, Treasury Management, Banking, Financial Modeling, Corporate Finance, Budgets, Risk Management, Equities, Credit Analysis, Commercial Real Estate, Budgeting, Mortgage Lending, Mergers, Business Analysis, Credit Risk, Financial Statement...
Education
Merrimack College 1987 — 1992
Bachelor's Degree, Double Major: Accounting & Finance
Jason Hine Jason Hine's Phoenix Investment Partners Experience 1994 - 1999
Job Supervisor at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation April 2004 - Present
MFS Investment Management May 1999 - December 2002
Phoenix Investment Partners 1994 - 1999
Skills
Customer Service, Call Center, Microsoft Office, Strategic Planning, Coaching, Project Management, Risk Management, Business Analysis, Series 63, Organizational..., Leadership Development, Process Improvement, Vendor Management, Series 7, Series 24, Transfer Agency, Call Centers
Education
Nyack College
BS
First Investors Corporation April 2004 - Present
MFS Investment Management May 1999 - December 2002
Phoenix Investment Partners 1994 - 1999
Skills
Customer Service, Call Center, Microsoft Office, Strategic Planning, Coaching, Project Management, Risk Management, Business Analysis, Series 63, Organizational..., Leadership Development, Process Improvement, Vendor Management, Series 7, Series 24, Transfer Agency, Call Centers
Education
Nyack College
BS
Carlton Nelson, CIMA Carlton Nelson, CIMA's Phoenix Investment Partners Experience December 2000 - December 2005
Job Internal Sales Consultant, Team Lead Northeast Region at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners October 2009 - Present
The Phoenix Companies April 2009 - October 2009
The Phoenix Companies January 2006 - April 2009
Phoenix Investment Partners December 2000 - December 2005
Education
University of Connecticut
Bachelor's Degree, Corporate & Organizational Studies
Saybrus Partners October 2009 - Present
The Phoenix Companies April 2009 - October 2009
The Phoenix Companies January 2006 - April 2009
Phoenix Investment Partners December 2000 - December 2005
Education
University of Connecticut
Bachelor's Degree, Corporate & Organizational Studies
Janalynne Gius Janalynne Gius's Phoenix Investment Partners Experience August 2003 - October 2006
Job Vice President, Distribution Initiatives at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners October 2014 - Present
Virtus Investment Partners October 2009 - September 2014
The Hartford October 2006 - January 2009
Phoenix Investment Partners August 2003 - October 2006
Phoenix Investment Partners July 2000 - August 2003
Phoenix Investment Partners July 1997 - July 2000
Fidelity Investments May 1995 - July 1997
Skills
Investments, Mutual Funds, Financial Services, Strategic Planning, Product Development, Strategy, Global Strategy, Marketing, Asset Management, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute at Hartford 1997 — 2000
MBA, Finance
Quinnipiac University - School of Business 1991 — 1995
BS, Finance
Virtus Investment Partners October 2014 - Present
Virtus Investment Partners October 2009 - September 2014
The Hartford October 2006 - January 2009
Phoenix Investment Partners August 2003 - October 2006
Phoenix Investment Partners July 2000 - August 2003
Phoenix Investment Partners July 1997 - July 2000
Fidelity Investments May 1995 - July 1997
Skills
Investments, Mutual Funds, Financial Services, Strategic Planning, Product Development, Strategy, Global Strategy, Marketing, Asset Management, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute at Hartford 1997 — 2000
MBA, Finance
Quinnipiac University - School of Business 1991 — 1995
BS, Finance
Newlin Rankin Newlin Rankin's Phoenix Investment Partners Experience May 2002 - December 2004
Job Senior Portfolio Manager, Senior Vice President
Industry Investment Management
Experience
US Trust December 2011 - Present
Thomson Reuters May 2010 - December 2011
City & County of San Francisco November 2007 - May 2010
Franklin Templeton Investments August 2005 - March 2008
Phoenix Investment Partners May 2002 - December 2004
American Century Investments January 2000 - May 2002
American Century Investments January 1994 - December 1999
Wells Fargo October 1991 - December 1993
Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options
Education
University of San Francisco 1989 — 1990
MBA, Finance / International Finance
University of San Francisco 1987 — 1989
BS, Decision Science
US Trust December 2011 - Present
Thomson Reuters May 2010 - December 2011
City & County of San Francisco November 2007 - May 2010
Franklin Templeton Investments August 2005 - March 2008
Phoenix Investment Partners May 2002 - December 2004
American Century Investments January 2000 - May 2002
American Century Investments January 1994 - December 1999
Wells Fargo October 1991 - December 1993
Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options
Education
University of San Francisco 1989 — 1990
MBA, Finance / International Finance
University of San Francisco 1987 — 1989
BS, Decision Science
Nicole Ball's Phoenix Investment Partners Experience 2000 - 2001
Job Strategic marketing professional with a trackrecord of generating results
Industry Marketing and Advertising
Experience
Eric Mower & Associates March 2015 - Present
Regional Economic Development Initiative (REDI) Cincinnati December 2012 - February 2015
Cincinnati USA Regional Chamber August 2008 - January 2013
Intrinzic Marketing & Design August 2002 - August 2008
Phoenix Investment Partners 2000 - 2001
Keiler & Company 1997 - 2000
Skills
Marketing Communications, Social Media Marketing, Project Management, Marketing, Advertising, Marketing Strategy, Public Relations, Management, Social Media, Integrated Marketing, Team Building, Brand Development, Direct Mail, Leadership, CRM, Direct Marketing, Newsletters, Strategy, Market Planning
Education
Northern Kentucky University 2001 — 2005
Bachelors, Marketing
Eric Mower & Associates March 2015 - Present
Regional Economic Development Initiative (REDI) Cincinnati December 2012 - February 2015
Cincinnati USA Regional Chamber August 2008 - January 2013
Intrinzic Marketing & Design August 2002 - August 2008
Phoenix Investment Partners 2000 - 2001
Keiler & Company 1997 - 2000
Skills
Marketing Communications, Social Media Marketing, Project Management, Marketing, Advertising, Marketing Strategy, Public Relations, Management, Social Media, Integrated Marketing, Team Building, Brand Development, Direct Mail, Leadership, CRM, Direct Marketing, Newsletters, Strategy, Market Planning
Education
Northern Kentucky University 2001 — 2005
Bachelors, Marketing
Seth Oriol's Phoenix Investment Partners Experience 1997 - 1999
Job Technical Architect at XL Group
Industry Insurance
Experience
XL Group December 2011 - Present
Travelers 2008 - December 2011
Travelers 2004 - 2008
Travelers 2002 - 2004
CASE Partners, Inc. 1998 - 2001
Phoenix Investment Partners 1997 - 1999
Phoenix Investment Partners 1993 - 1997
Skills
SDLC, Business Analysis, Microsoft SQL Server, Requirements Analysis, Visio, Requirements Gathering, Enterprise Architecture, Data Warehousing, Process Improvement, Web Services
Education
State University of New York - System 1984 — 1986
MBA, Management of Information Systems
University of Pennsylvania 1979 — 1981
BA, Psychology
Wesleyan University 1977 — 1978
general studies
XL Group December 2011 - Present
Travelers 2008 - December 2011
Travelers 2004 - 2008
Travelers 2002 - 2004
CASE Partners, Inc. 1998 - 2001
Phoenix Investment Partners 1997 - 1999
Phoenix Investment Partners 1993 - 1997
Skills
SDLC, Business Analysis, Microsoft SQL Server, Requirements Analysis, Visio, Requirements Gathering, Enterprise Architecture, Data Warehousing, Process Improvement, Web Services
Education
State University of New York - System 1984 — 1986
MBA, Management of Information Systems
University of Pennsylvania 1979 — 1981
BA, Psychology
Wesleyan University 1977 — 1978
general studies
Patrick Kane's Phoenix Investment Partners Experience 1989 - 1995
Job Regional VPLife Brokerage at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Chris Kelleher Chris Kelleher's Phoenix Investment Partners Experience 1985 - 2010
Job Senior Managing Director and Senior Portfolio Manager at Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management January 2012 - Present
Phoenix Investment Partners 1985 - 2010
Education
University of Hartford 1982 — 1984
Master of Science (M.S.), Accounting
The University of Connecticut 1973 — 1977
Bachelor of Science (B.S.), Accounting
Newfleet Asset Management January 2012 - Present
Phoenix Investment Partners 1985 - 2010
Education
University of Hartford 1982 — 1984
Master of Science (M.S.), Accounting
The University of Connecticut 1973 — 1977
Bachelor of Science (B.S.), Accounting
Mark Sokolski Mark Sokolski's Phoenix Investment Partners Experience November 2005 - September 2007
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services September 2007 - Present
Phoenix Investment Partners November 2005 - September 2007
CIGNA January 2002 - July 2005
Aeltus Investment Management July 1998 - January 2002
Skills
Bloomberg, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Fixed Income, Investments, Portfolio Management, Valuation, Alternative Investments, Asset Management, Management, Capital Markets
Education
Bryant College 1994 — 1998
BS, Business Administration
GlobeOp Financial Services September 2007 - Present
Phoenix Investment Partners November 2005 - September 2007
CIGNA January 2002 - July 2005
Aeltus Investment Management July 1998 - January 2002
Skills
Bloomberg, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Fixed Income, Investments, Portfolio Management, Valuation, Alternative Investments, Asset Management, Management, Capital Markets
Education
Bryant College 1994 — 1998
BS, Business Administration
Shawn Trimboli M.B.A.'s Phoenix Investment Partners Experience January 2006 - July 2008
Job Sr. Investment Operations Specialist Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2010 - Present
Hartford Life July 2008 - June 2009
Phoenix Investment Partners January 2006 - July 2008
H.D. Vest October 1999 - June 2005
Skills
Mutual Funds, Retirement, Strategic Financial..., Series 7, Securities
Education
Post University 2011 — 2014
MBA, Finance
Ouachita Baptist University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Prudential Financial October 2010 - Present
Hartford Life July 2008 - June 2009
Phoenix Investment Partners January 2006 - July 2008
H.D. Vest October 1999 - June 2005
Skills
Mutual Funds, Retirement, Strategic Financial..., Series 7, Securities
Education
Post University 2011 — 2014
MBA, Finance
Ouachita Baptist University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Jeff Pickholtz's Phoenix Investment Partners Experience August 1992 - August 2000
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2000 - Present
Phoenix Investment Partners August 1992 - August 2000
Pratt & Whitney January 1985 - August 1992
Bank of America June 1981 - September 1983
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture
Education
Boston University Questrom School of Business 1983 — 1985
MBA
Rutgers University-New Brunswick 1977 — 1981
BA
The Vanguard Group August 2000 - Present
Phoenix Investment Partners August 1992 - August 2000
Pratt & Whitney January 1985 - August 1992
Bank of America June 1981 - September 1983
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture
Education
Boston University Questrom School of Business 1983 — 1985
MBA
Rutgers University-New Brunswick 1977 — 1981
BA
Doug Heckman Doug Heckman's Phoenix Investment Partners Experience April 2004 - June 2008
Job Global Consultant Relations Leader at GE Asset Management
Industry Capital Markets
Experience
GE Asset Management March 2011 - July 2015
United States Army Reserve August 1987 - May 2011
Doug Heckman for U.S. Congress April 2008 - November 2010
Phoenix Investment Partners April 2004 - June 2008
WestAM 2000 - 2004
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
United States Military Academy at West Point 1977 — 1981
Bachelor of Science (BS)
GE Asset Management March 2011 - July 2015
United States Army Reserve August 1987 - May 2011
Doug Heckman for U.S. Congress April 2008 - November 2010
Phoenix Investment Partners April 2004 - June 2008
WestAM 2000 - 2004
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA
United States Military Academy at West Point 1977 — 1981
Bachelor of Science (BS)
Weldon Evans Weldon Evans's Phoenix Investment Partners Experience 1996 - 2001
Job Regional Vice President, Preferred Apartment Communities
Industry Investment Management
Experience
Preferred Apartment Communities August 2014 - Present
Reef Oil and Gas Companies 2007 - Present
Bank of America 2003 - 2006
Dreyfus/Mellon Bank 2001 - 2003
Phoenix Investment Partners 1996 - 2001
AIG 1994 - 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Preferred Apartment Communities August 2014 - Present
Reef Oil and Gas Companies 2007 - Present
Bank of America 2003 - 2006
Dreyfus/Mellon Bank 2001 - 2003
Phoenix Investment Partners 1996 - 2001
AIG 1994 - 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Jack Sharry Jack Sharry's Phoenix Investment Partners Experience 1995 - 2004
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Jeff Cerutti Jeff Cerutti's Phoenix Investment Partners Experience 1995 - 2001
Job CEO AMG Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
William Newcomb's Phoenix Investment Partners Experience 1996 - 2003
Job Salesforce Administrator at Evariant
Industry Information Technology and Services
Experience
Evariant August 2014 - Present
Prudential Life Insurance (Consultant) March 2013 - August 2014
The Hartford (Consultant) May 2012 - March 2013
Webster Bank November 2011 - May 2012
The Hartford December 2004 - November 2011
Albano Systems, Inc. 2003 - 2004
Phoenix Investment Partners 1996 - 2003
Coopers & Lybrand Consulting 1995 - 1996
Pratt & Whitney 1983 - 1993
Skills
SQL, Salesforce.com, SQL Server 2005/2000, C#, Java, SaleLogix, Powershell, DB2/SQL, Visual Basic, Crystal Reports, Micro Focus COBOL, Salesforce.com..., CRM, COBOL, DB2, SDLC, Databases, Visio, Web Applications, Mobile Applications
Education
Central Connecticut State University 1983 — 1991
BS, Computer Science
Thames Valley State Technical College 1979 — 1981
AS Manufacturing Technology, Manufacturing Engineering
Windham Regional Vocational 1971 — 1975
High School, Carpentry
Evariant August 2014 - Present
Prudential Life Insurance (Consultant) March 2013 - August 2014
The Hartford (Consultant) May 2012 - March 2013
Webster Bank November 2011 - May 2012
The Hartford December 2004 - November 2011
Albano Systems, Inc. 2003 - 2004
Phoenix Investment Partners 1996 - 2003
Coopers & Lybrand Consulting 1995 - 1996
Pratt & Whitney 1983 - 1993
Skills
SQL, Salesforce.com, SQL Server 2005/2000, C#, Java, SaleLogix, Powershell, DB2/SQL, Visual Basic, Crystal Reports, Micro Focus COBOL, Salesforce.com..., CRM, COBOL, DB2, SDLC, Databases, Visio, Web Applications, Mobile Applications
Education
Central Connecticut State University 1983 — 1991
BS, Computer Science
Thames Valley State Technical College 1979 — 1981
AS Manufacturing Technology, Manufacturing Engineering
Windham Regional Vocational 1971 — 1975
High School, Carpentry
John Vide's Phoenix Investment Partners Experience 1997 - 1999
Job Engagement Lead, Big Data Analytics
Industry Financial Services
Experience
EMC Consulting (formerly BusinessEdge Solutions) April 2004 - Present
BearingPoint Consulting 1999 - 2003
Phoenix Investment Partners 1997 - 1999
State Street 1994 - 1996
Kingston Associates 1993 - 1994
SS&C Technologies 1991 - 1993
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Duke University 1981 — 1985
B.A., Economics, Political Science
EMC Consulting (formerly BusinessEdge Solutions) April 2004 - Present
BearingPoint Consulting 1999 - 2003
Phoenix Investment Partners 1997 - 1999
State Street 1994 - 1996
Kingston Associates 1993 - 1994
SS&C Technologies 1991 - 1993
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Duke University 1981 — 1985
B.A., Economics, Political Science
Nick Marble's Phoenix Investment Partners Experience 2000 - 2003
Job Vice President at Pershing, LLC
Industry Financial Services
Experience
Pershing, LLC October 2010 - Present
Federated Investors September 2005 - February 2009
Seneca Capital/Phoenix Invstmt Ptrnrs February 2003 - August 2005
Phoenix Investment Partners 2000 - 2003
Smith Barney 1997 - 2000
The New York Times June 1989 - August 1994
Skills
Product Management, Portfolio Management, Mutual Funds, Finance, Sales, Marketing, Separately Managed..., Securities, Series 7, Risk Management, Series 63, Investments, Strategy, Mergers & Acquisitions, Qualifying Prospects, Management
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
Howard University 1985 — 1989
BBA, Marketing
Bishop John McNamara High School
HS Diploma
Pershing, LLC October 2010 - Present
Federated Investors September 2005 - February 2009
Seneca Capital/Phoenix Invstmt Ptrnrs February 2003 - August 2005
Phoenix Investment Partners 2000 - 2003
Smith Barney 1997 - 2000
The New York Times June 1989 - August 1994
Skills
Product Management, Portfolio Management, Mutual Funds, Finance, Sales, Marketing, Separately Managed..., Securities, Series 7, Risk Management, Series 63, Investments, Strategy, Mergers & Acquisitions, Qualifying Prospects, Management
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
Howard University 1985 — 1989
BBA, Marketing
Bishop John McNamara High School
HS Diploma
Steve Gottesman's Phoenix Investment Partners Experience May 2001 - April 2005
Job Senior Vice President at Christenson Inv. Partners
Industry Investment Management
Experience
Christenson Investment Partners May 2005 - Present
Phoenix Investment Partners May 2001 - April 2005
Education
The College of New Jersey
Christenson Investment Partners May 2005 - Present
Phoenix Investment Partners May 2001 - April 2005
Education
The College of New Jersey
Martise Moore's Phoenix Investment Partners Experience May 2002 - October 2004
Job Founder GreenRunner | Los Angeles Running Expert | Coach, Pacer & Concierge | Author | Performance Speaker
Industry Professional Training & Coaching
Experience
GreenRunner April 2009 - Present
Trojan Force September 2008 - Present
Analytic Investors September 2007 - June 2009
Kayne Anderson Rudnick October 2004 - September 2007
Phoenix Investment Partners May 2002 - October 2004
Skills
Athletic Performance, Coaching, Public Speaking, Sports, Track & Field, Sales & Marketing, Athletics, Asset Managment, Strategic Planning, Investment Management, Making A Difference, Leadership, Victory Performance, Mental Performance, Running, Hurdles, Weight Management, Financial Services, Weight Loss Coaching, Business Development, Program Management, Wellness Coaching, Asset Management, Marketing, Securities, Portfolio Management, Entrepreneurship, Fitness, Asset Allocation, Equity Research, Athletic Training, Risk Management, Financial Analysis, Management, Investments, Training, Operant Conditioning, Bloomberg, Strategy, Investment Advisory, Motivational Speaking, Investment Strategies, Fixed Income, Equities, Personal Development, Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds
Education
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Investment Finance
USC
GreenRunner April 2009 - Present
Trojan Force September 2008 - Present
Analytic Investors September 2007 - June 2009
Kayne Anderson Rudnick October 2004 - September 2007
Phoenix Investment Partners May 2002 - October 2004
Skills
Athletic Performance, Coaching, Public Speaking, Sports, Track & Field, Sales & Marketing, Athletics, Asset Managment, Strategic Planning, Investment Management, Making A Difference, Leadership, Victory Performance, Mental Performance, Running, Hurdles, Weight Management, Financial Services, Weight Loss Coaching, Business Development, Program Management, Wellness Coaching, Asset Management, Marketing, Securities, Portfolio Management, Entrepreneurship, Fitness, Asset Allocation, Equity Research, Athletic Training, Risk Management, Financial Analysis, Management, Investments, Training, Operant Conditioning, Bloomberg, Strategy, Investment Advisory, Motivational Speaking, Investment Strategies, Fixed Income, Equities, Personal Development, Hedge Funds, Alternative Investments, Financial Modeling, Mutual Funds
Education
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Investment Finance
USC
Chris Leary's Phoenix Investment Partners Experience 1999 - 2001
Job Business Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2012 - Present
MassMutual Financial Group July 2011 - June 2012
Alterra Capital Holdings Ltd. July 2010 - June 2011
MassMutual Financial Group 2005 - June 2010
Mass Mutual March 2001 - December 2005
Phoenix Investment Partners 1999 - 2001
Skills
Program Management, Project Management, Gap Analysis, Training, Visio, Business Requirements, Quality Assurance, Business Process, Business Analysis, Quality Center, Six Sigma, Process Improvement, Management, Requirements Analysis, Change Management, User Acceptance Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., Testing, Fixed Annuities, Test Planning, SharePoint, Software Documentation, Vendor Management, Resource Management, HP Quality Center
Education
University of Massachusetts, Amherst 1995 — 2001
Bachelor of Arts (B.A.), History
Lincoln Financial Group June 2012 - Present
MassMutual Financial Group July 2011 - June 2012
Alterra Capital Holdings Ltd. July 2010 - June 2011
MassMutual Financial Group 2005 - June 2010
Mass Mutual March 2001 - December 2005
Phoenix Investment Partners 1999 - 2001
Skills
Program Management, Project Management, Gap Analysis, Training, Visio, Business Requirements, Quality Assurance, Business Process, Business Analysis, Quality Center, Six Sigma, Process Improvement, Management, Requirements Analysis, Change Management, User Acceptance Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., Testing, Fixed Annuities, Test Planning, SharePoint, Software Documentation, Vendor Management, Resource Management, HP Quality Center
Education
University of Massachusetts, Amherst 1995 — 2001
Bachelor of Arts (B.A.), History
Arlen Oransky's Phoenix Investment Partners Experience 2001 - 2002
Job Senior Vice President, Chief Membership & Programs Officer at The Money Management Institute
Industry Financial Services
Experience
The Money Management Institute 2003 - Present
Phoenix Investment Partners 2001 - 2002
The Gresham Company, LLC 2000 - 2001
TIAA-CREF January 1997 - January 2000
Weiss Peck & Greer January 1990 - January 1997
Education
Loyola College in Maryland
MA
Stony Brook University
Bachelor's degree
The Money Management Institute 2003 - Present
Phoenix Investment Partners 2001 - 2002
The Gresham Company, LLC 2000 - 2001
TIAA-CREF January 1997 - January 2000
Weiss Peck & Greer January 1990 - January 1997
Education
Loyola College in Maryland
MA
Stony Brook University
Bachelor's degree
Laura Beckner's Phoenix Investment Partners Experience June 1998 - September 1999
Job Vice President, Director of Consultant Relations at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles July 2001 - Present
Safeco Asset Management January 2000 - July 2001
Phoenix Investment Partners June 1998 - September 1999
Devon Associates April 1997 - June 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Equities, Mutual Funds, Investments, Series 7, Portfolio Management
Education
University of Virginia 1991 — 1994
Master’s Degree, International Relations
State University of New York College at Potsdam 1987 — 1991
Bachelor of Arts (B.A.), Political Science and English Writing
Loomis Sayles July 2001 - Present
Safeco Asset Management January 2000 - July 2001
Phoenix Investment Partners June 1998 - September 1999
Devon Associates April 1997 - June 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Equities, Mutual Funds, Investments, Series 7, Portfolio Management
Education
University of Virginia 1991 — 1994
Master’s Degree, International Relations
State University of New York College at Potsdam 1987 — 1991
Bachelor of Arts (B.A.), Political Science and English Writing
Steve Gottesman's Phoenix Investment Partners Experience 2001 - 2005
Job Senior Vice President at Christenson Investment Partners
Industry Investment Management
Experience
Christenson Investment Partners May 2005 - Present
Phoenix Investment Partners 2001 - 2005
Hamilton & Company July 1983 - September 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Securities, Investment Strategies, Mutual Funds, Investments, Fixed Income, Hedge Funds
Education
The College of New Jersey
BS
Christenson Investment Partners May 2005 - Present
Phoenix Investment Partners 2001 - 2005
Hamilton & Company July 1983 - September 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Securities, Investment Strategies, Mutual Funds, Investments, Fixed Income, Hedge Funds
Education
The College of New Jersey
BS
Marj Fraser's Phoenix Investment Partners Experience 2004 - 2006
Job Office Manager at Shutters & Sails, LLC
Industry Financial Services
Experience
Shutters & Sails, LLC 2009 - Present
ING 2005 - 2009
Phoenix Investment Partners 2004 - 2006
UBS 2004 - 2004
ING Investment Management 1999 - 2003
ING Investment Management 1999 - 2003
Skills
Investments, Account Management, Sales, Management, Asset Managment, Analysis, Microsoft Office, Project Management
Education
Norwich University 1990 — 1994
BS, BIOLOGY
Shutters & Sails, LLC 2009 - Present
ING 2005 - 2009
Phoenix Investment Partners 2004 - 2006
UBS 2004 - 2004
ING Investment Management 1999 - 2003
ING Investment Management 1999 - 2003
Skills
Investments, Account Management, Sales, Management, Asset Managment, Analysis, Microsoft Office, Project Management
Education
Norwich University 1990 — 1994
BS, BIOLOGY
Paul Grigely's Phoenix Investment Partners Experience January 2000 - October 2004
Job Key Account Manager at MassMutual
Industry Financial Services
Experience
MassMutual January 2005 - Present
Phoenix Investment Partners January 2000 - October 2004
Skills
Mutual Funds, Series 63, Strategic Planning, Business Development, Strategy, Series 7, Leadership, Retirement Planning, Financial Services, Strategic Partnerships, Financial Advisory, Fixed Annuities, Sales, Investments, Hedge Funds, 401k, Marketing, Alternative Investments
Education
University of Connecticut 1985 — 1989
Bachelor of Science, Sports Marketing/Management, cum laude
MassMutual January 2005 - Present
Phoenix Investment Partners January 2000 - October 2004
Skills
Mutual Funds, Series 63, Strategic Planning, Business Development, Strategy, Series 7, Leadership, Retirement Planning, Financial Services, Strategic Partnerships, Financial Advisory, Fixed Annuities, Sales, Investments, Hedge Funds, 401k, Marketing, Alternative Investments
Education
University of Connecticut 1985 — 1989
Bachelor of Science, Sports Marketing/Management, cum laude
Wayne Zorger's Phoenix Investment Partners Experience July 2004 - September 2006
Job Director, UBS Realty Investors LLC
Industry Investment Management
Experience
UBS Realty Investors LLC October 2006 - Present
Phoenix Investment Partners July 2004 - September 2006
Education
The University of Connecticut School of Business 2008 — 2010
Executive MBA, Business
Eastern Connecticut State University 1994 — 1997
UBS Realty Investors LLC October 2006 - Present
Phoenix Investment Partners July 2004 - September 2006
Education
The University of Connecticut School of Business 2008 — 2010
Executive MBA, Business
Eastern Connecticut State University 1994 — 1997
Dave Kowalik's Phoenix Investment Partners Experience January 2000 - December 2008
Job Director Corporate Finance at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners, Inc. December 2009 - Present
Phoenix Investment Partners January 2000 - December 2008
People's Choice 1997 - 1999
SpeedChoice 1997 - 1999
Wiggin & Dana 1997 - 1999
Skills
Investments, Equities, Financial Reporting, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Hedge Funds, Securities, Valuation, Financial Services, Corporate Finance, Accounting, Sarbanes-Oxley Act, Mutual Funds, Separately Managed..., Investor Relations
Education
Central Connecticut State University 1989 — 1992
Accounting
Virtus Investment Partners, Inc. December 2009 - Present
Phoenix Investment Partners January 2000 - December 2008
People's Choice 1997 - 1999
SpeedChoice 1997 - 1999
Wiggin & Dana 1997 - 1999
Skills
Investments, Equities, Financial Reporting, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Hedge Funds, Securities, Valuation, Financial Services, Corporate Finance, Accounting, Sarbanes-Oxley Act, Mutual Funds, Separately Managed..., Investor Relations
Education
Central Connecticut State University 1989 — 1992
Accounting
Peter M. Sullivan's Phoenix Investment Partners Experience 2000 - 2003
Job Regional Director/MultiFunds
Industry Financial Services
Experience
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
Multi-Funds 2010 - Present
Wells Fargo Advisors 2008 - 2010
Clark Capital Management Group 2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management) 2003 - 2007
Phoenix Investment Partners 2000 - 2003
OppenheimerFunds 1998 - 2000
State Street Research 1996 - 1998
Keystone Mutual Funds June 1989 - October 1996
Fidelity Investments 1986 - 1989
Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments
Education
St. Lawrence University 1975 — 1979
BA, French
David Bjorndal, CFA, CIMA's Phoenix Investment Partners Experience 2000 - 2004
Job Northeast Divisional Director at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management May 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors October 1998 - May 2000
Skills
Asset Allocation, Fixed Income, Investment Management, Asset Management, Separately Managed..., Mutual Funds, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Equities, Sales, Sales Management, Business Development, Relationship Management, Consultative Selling, Chartered Financial..., Certified Investment..., Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance & Marketing double major, Econ minor
McDonnell Investment Management May 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors October 1998 - May 2000
Skills
Asset Allocation, Fixed Income, Investment Management, Asset Management, Separately Managed..., Mutual Funds, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Equities, Sales, Sales Management, Business Development, Relationship Management, Consultative Selling, Chartered Financial..., Certified Investment..., Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science, Finance & Marketing double major, Econ minor
John Shope's Phoenix Investment Partners Experience 1997 - 1999
Job Engineering, finance, infomation technology
Industry Information Technology and Services
Experience
New Horizons CLC 2006 - 2007
National Association of Securities Dealers (NASD/FINRA) 2004 - 2006
1838 Investment Advisors 1999 - 2002
Phoenix Investment Partners 1997 - 1999
Fred Alger Management 1993 - 1997
General Dynamics Corporation 1988 - 1993
Skills
Investments, Portfolio Management
Education
New Horizons Computer Learning Center 2006 — 2007
MCSE, CompTia Security+, Network+, A+, Information Technology
CFA Institute 1993 — 1996
CFA, Finance
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Finance
Rochester Institute of Technology 1985 — 1988
Bachelor of Technology, Engineering Technology
Alfred State College - SUNY College of Technology 1983 — 1985
A.A.S., Mechanical Engineering Technology
New Horizons CLC 2006 - 2007
National Association of Securities Dealers (NASD/FINRA) 2004 - 2006
1838 Investment Advisors 1999 - 2002
Phoenix Investment Partners 1997 - 1999
Fred Alger Management 1993 - 1997
General Dynamics Corporation 1988 - 1993
Skills
Investments, Portfolio Management
Education
New Horizons Computer Learning Center 2006 — 2007
MCSE, CompTia Security+, Network+, A+, Information Technology
CFA Institute 1993 — 1996
CFA, Finance
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Finance
Rochester Institute of Technology 1985 — 1988
Bachelor of Technology, Engineering Technology
Alfred State College - SUNY College of Technology 1983 — 1985
A.A.S., Mechanical Engineering Technology
Jason Blyler's Phoenix Investment Partners Experience December 1999 - December 2003
Job Manager, Finance at Fiserv
Industry Computer Software
Experience
Fiserv August 2011 - June 2014
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv July 2010 - August 2011
THOMAS BYRNE ASSOCIATES April 2010 - June 2010
THOMAS BYRNE ASSOCIATES May 2009 - March 2010
THOMAS BYRNE ASSOCIATES October 2008 - May 2009
OPEN SOLUTIONS INC March 2006 - September 2008
DST Output December 2003 - March 2006
Phoenix Investment Partners December 1999 - December 2003
Skills
Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Variance Analysis, Analysis, Internal Controls, Account Reconciliation, PeopleSoft, Budgets, Management, Financial Reporting, Revenue Recognition, Finance, Hyperion Enterprise, Financial Modeling, SAP, SAP BW, Smartview, ERP Implementations
Education
University of Connecticut
Bachelor of Science, Business Management
Fiserv August 2011 - June 2014
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv July 2010 - August 2011
THOMAS BYRNE ASSOCIATES April 2010 - June 2010
THOMAS BYRNE ASSOCIATES May 2009 - March 2010
THOMAS BYRNE ASSOCIATES October 2008 - May 2009
OPEN SOLUTIONS INC March 2006 - September 2008
DST Output December 2003 - March 2006
Phoenix Investment Partners December 1999 - December 2003
Skills
Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Variance Analysis, Analysis, Internal Controls, Account Reconciliation, PeopleSoft, Budgets, Management, Financial Reporting, Revenue Recognition, Finance, Hyperion Enterprise, Financial Modeling, SAP, SAP BW, Smartview, ERP Implementations
Education
University of Connecticut
Bachelor of Science, Business Management
Aimee McNally's Phoenix Investment Partners Experience November 1999 - February 2002
Job Digital Marketing Manager at Cigna
Industry Insurance
Experience
Cigna November 2013 - Present
The Hartford March 2013 - November 2013
The Hartford April 2008 - February 2013
LEGO February 2002 - April 2008
Phoenix Investment Partners November 1999 - February 2002
Skills
Marketing Communications, Online Advertising, Marketing, Analytics, SEO, Email Marketing
Education
Lehigh University 1991 — 1995
B.S., Marketing, Geology minor
Cigna November 2013 - Present
The Hartford March 2013 - November 2013
The Hartford April 2008 - February 2013
LEGO February 2002 - April 2008
Phoenix Investment Partners November 1999 - February 2002
Skills
Marketing Communications, Online Advertising, Marketing, Analytics, SEO, Email Marketing
Education
Lehigh University 1991 — 1995
B.S., Marketing, Geology minor
Joe Fallon's Phoenix Investment Partners Experience 2000 - 2006
Job Investment Director at MassMutual
Industry Investment Management
Experience
MassMutual September 2006 - Present
Phoenix Investment Partners 2000 - 2006
Education
Fairfield University 1993 — 1997
BS, International Business
MassMutual September 2006 - Present
Phoenix Investment Partners 2000 - 2006
Education
Fairfield University 1993 — 1997
BS, International Business
Patricia Bannan's Phoenix Investment Partners Experience 1982 - 1995
Job Member, Dean's Executive Advisory Board at UNH, Whittemore School of Business
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Stacey Angelo's Phoenix Investment Partners Experience January 1997 - January 1998
Job Project Manager at The Hospital of Central Connecticut
Industry Information Technology and Services
Experience
Harford Healthcare/The Hospital of Central Connecticut October 2010 - Present
Mohegan Sun June 2009 - September 2010
CBE Technologies December 2006 - March 2009
Phoenix Companies Inc January 1999 - December 2006
Pratt & Whitney Aircraft January 1998 - January 1999
Phoenix Investment Partners January 1997 - January 1998
United Health Care/Travelers April 1990 - January 1997
Skills
Integration, Business Analysis, Project Management, Software Development, PMP, SDLC, CRM, Risk Management, Leadership, PMO, SharePoint, Enterprise Software, Testing, Information Technology
Education
Project Management Institute
PMP, Certification
University of New Haven 1987 — 1992
BS, Computer Science
Thames Valley State Technical College 1984 — 1986
AS, Data Processing
Montville High School 1980 — 1984
HS Diploma
Thames Valley State Technical College
Associates Degree, Data Processing
University of New Haven
Bachelor of Science, Computer Science/Software Systems
Harford Healthcare/The Hospital of Central Connecticut October 2010 - Present
Mohegan Sun June 2009 - September 2010
CBE Technologies December 2006 - March 2009
Phoenix Companies Inc January 1999 - December 2006
Pratt & Whitney Aircraft January 1998 - January 1999
Phoenix Investment Partners January 1997 - January 1998
United Health Care/Travelers April 1990 - January 1997
Skills
Integration, Business Analysis, Project Management, Software Development, PMP, SDLC, CRM, Risk Management, Leadership, PMO, SharePoint, Enterprise Software, Testing, Information Technology
Education
Project Management Institute
PMP, Certification
University of New Haven 1987 — 1992
BS, Computer Science
Thames Valley State Technical College 1984 — 1986
AS, Data Processing
Montville High School 1980 — 1984
HS Diploma
Thames Valley State Technical College
Associates Degree, Data Processing
University of New Haven
Bachelor of Science, Computer Science/Software Systems
Hunter Knapp, CIMC's Phoenix Investment Partners Experience 2000 - 2002
Job
Industry Investment Management
Experience
Wells Fargo Fund Distributors January 2006 - Present
Salomon Brothers 2003 - 2006
Phoenix Investment Partners 2000 - 2002
New England Funds 1996 - 1999
Van Kampen 1993 - 1995
Skills
Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Investment Advisory, Financial Markets, Asset Management
Education
University of California, Los Angeles 1986 — 1989
BA
Loyola Marymount University
Wells Fargo Fund Distributors January 2006 - Present
Salomon Brothers 2003 - 2006
Phoenix Investment Partners 2000 - 2002
New England Funds 1996 - 1999
Van Kampen 1993 - 1995
Skills
Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Investment Advisory, Financial Markets, Asset Management
Education
University of California, Los Angeles 1986 — 1989
BA
Loyola Marymount University
Glenn Cantwell's Phoenix Investment Partners Experience February 2001 - October 2008
Job Business Systems Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Kris Meinert's Phoenix Investment Partners Experience September 1994 - October 2002
Job Administrative Manager at The Phoenix Companies
Industry Insurance
Experience
The Phoenix Companies January 2011 - Present
Phoenix 1988 - Present
The Phoenix Companies, Inc. May 2009 - January 2011
The Phoenix Companies November 2007 - May 2009
The Phoenix Companies January 2004 - November 2007
The Phoenix Companies January 2002 - January 2004
Phoenix Investment Partners September 1994 - October 2002
Education
Central Connecticut State University 1983 — 1990
MS, Business Education
Manchester Community College 1981 — 1983
AS, Executive Secretarial
The Phoenix Companies January 2011 - Present
Phoenix 1988 - Present
The Phoenix Companies, Inc. May 2009 - January 2011
The Phoenix Companies November 2007 - May 2009
The Phoenix Companies January 2004 - November 2007
The Phoenix Companies January 2002 - January 2004
Phoenix Investment Partners September 1994 - October 2002
Education
Central Connecticut State University 1983 — 1990
MS, Business Education
Manchester Community College 1981 — 1983
AS, Executive Secretarial
Linda Byrnes's Phoenix Investment Partners Experience 1992 - 1995
Job Assistant Director, Retirement Sales at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement 2002 - Present
Prudential Retirement 1999 - 2002
Phoenix Investment Partners 1992 - 1995
Education
Fairfield University 1988 — 1992
BS, Finance
Rocky Hill High School
Prudential Retirement 2002 - Present
Prudential Retirement 1999 - 2002
Phoenix Investment Partners 1992 - 1995
Education
Fairfield University 1988 — 1992
BS, Finance
Rocky Hill High School
Amy Stocklen's Phoenix Investment Partners Experience April 2000 - April 2003
Job Developer/Analyst at Orvis
Industry Information Technology and Services
Experience
Orvis September 2013 - June 2014
Dwight Asset Management, a Goldman Sachs Company May 2003 - December 2012
Phoenix Investment Partners April 2000 - April 2003
Mass Mutual Insurance December 1994 - June 1996
Skills
SQL, Eclipse, Software Development, Oracle SQL, Business Analysis, MS SQL, ETL, Microsoft SQL Server, jQuery, MySQL, Java, Databases, Data Analysis, PL/SQL, Analysis, Oracle, HTML, Access
Education
North Bennet Street School 1997 — 1999
Certificate, Fine Furniture and Cabinetmaking
Trinity College-Hartford
B.S., Psychology
Orvis September 2013 - June 2014
Dwight Asset Management, a Goldman Sachs Company May 2003 - December 2012
Phoenix Investment Partners April 2000 - April 2003
Mass Mutual Insurance December 1994 - June 1996
Skills
SQL, Eclipse, Software Development, Oracle SQL, Business Analysis, MS SQL, ETL, Microsoft SQL Server, jQuery, MySQL, Java, Databases, Data Analysis, PL/SQL, Analysis, Oracle, HTML, Access
Education
North Bennet Street School 1997 — 1999
Certificate, Fine Furniture and Cabinetmaking
Trinity College-Hartford
B.S., Psychology
Marcia Edwards-Lindblom's Phoenix Investment Partners Experience December 2000 - March 2004
Job System Analysis Sr Specialist for the WebIT team
Industry Information Technology and Services
Experience
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
Trey Miller, CIMA's Phoenix Investment Partners Experience May 2006 - December 2008
Job Vice President Southwestern Sales Director at First Eagle Funds
Industry Financial Services
Experience
First Eagle Investment Management February 2009 - Present
Phoenix Investment Partners May 2006 - December 2008
AIM Investments August 1999 - May 2006
Skills
Mutual Funds, Alternative Investments, Asset Management, Series 7, Sales
Education
University of Houston 2002 — 2005
MBA, Finance
Baylor University - Hankamer School of Business 1994 — 1997
BBA, Financial Services and Planning
First Eagle Investment Management February 2009 - Present
Phoenix Investment Partners May 2006 - December 2008
AIM Investments August 1999 - May 2006
Skills
Mutual Funds, Alternative Investments, Asset Management, Series 7, Sales
Education
University of Houston 2002 — 2005
MBA, Finance
Baylor University - Hankamer School of Business 1994 — 1997
BBA, Financial Services and Planning
Tim Heaney, CFA's Phoenix Investment Partners Experience November 1992 - December 2008
Job Sr. Portfolio Manager at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2009 - Present
Phoenix Investment Partners November 1992 - December 2008
Connecticut National Bank July 1990 - November 1992
Skills
Alternative Investments, Credit, Investments, Sales, Series 7, Asset Managment, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Securities, Bloomberg, Equities, Hedge Funds
Education
University of Connecticut 1988 — 1990
MBA, Finance
University of Connecticut 1983 — 1987
B.S., Marketing
Virtus Investment Partners January 2009 - Present
Phoenix Investment Partners November 1992 - December 2008
Connecticut National Bank July 1990 - November 1992
Skills
Alternative Investments, Credit, Investments, Sales, Series 7, Asset Managment, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Securities, Bloomberg, Equities, Hedge Funds
Education
University of Connecticut 1988 — 1990
MBA, Finance
University of Connecticut 1983 — 1987
B.S., Marketing
Veronica (Ronny) Carleton's Phoenix Investment Partners Experience 2001 - 2006
Job Senior Application Developer at Aetna
Industry Information Technology and Services
Experience
Aetna April 2011 - Present
Aetna March 2010 - April 2011
MassMutual Financial Group March 2006 - October 2009
Phoenix Investment Partners 2001 - 2006
Phoenix Investment Partners June 1997 - 2001
Skills
SQL, Microsoft SQL Server, Integration, Requirements Analysis, Databases, Visual Basic, Requirements Gathering, Software Documentation, Testing, Process Improvement, SDLC, Sybase
Education
State University of New York College at Potsdam
BS, Computer Informtion Science
Aetna April 2011 - Present
Aetna March 2010 - April 2011
MassMutual Financial Group March 2006 - October 2009
Phoenix Investment Partners 2001 - 2006
Phoenix Investment Partners June 1997 - 2001
Skills
SQL, Microsoft SQL Server, Integration, Requirements Analysis, Databases, Visual Basic, Requirements Gathering, Software Documentation, Testing, Process Improvement, SDLC, Sybase
Education
State University of New York College at Potsdam
BS, Computer Informtion Science
James Salonia's Phoenix Investment Partners Experience 1993 - 2001
Job EVP, CFO, COO, Web Designer, IT Manager at Lisa's Clover Hill Quilts
Industry Retail
Experience
Lisa's Clover Hill Quilts September 2010 - Present
ING Investment Management December 2001 - September 2010
ING Investment Management Company - Americas 2001 - September 2010
Phoenix Investment Partners 1993 - 2001
Aetna Life Insurance Company 1978 - 1993
Skills
Asset Management, Investments, Equities, Fixed Income, Mutual Funds, Hedge Funds, Risk Management, Financial Analysis, Corporate Finance, Financial Modeling, Asset Allocation
Education
Central Connecticut State University 1974 — 1977
BS, Accounting, Finance
Newington High School 1969 — 1973
high school diploma, college prep
Lisa's Clover Hill Quilts September 2010 - Present
ING Investment Management December 2001 - September 2010
ING Investment Management Company - Americas 2001 - September 2010
Phoenix Investment Partners 1993 - 2001
Aetna Life Insurance Company 1978 - 1993
Skills
Asset Management, Investments, Equities, Fixed Income, Mutual Funds, Hedge Funds, Risk Management, Financial Analysis, Corporate Finance, Financial Modeling, Asset Allocation
Education
Central Connecticut State University 1974 — 1977
BS, Accounting, Finance
Newington High School 1969 — 1973
high school diploma, college prep
Gary Lanzafama's Phoenix Investment Partners Experience 1992 - 2008
Job Sales Information Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Peter Lannigan, CFA's Phoenix Investment Partners Experience 1993 - 2004
Job Managing Director, Head of Emerging Markets Strategy at CRT Capital Group
Industry Investment Management
Experience
CRT Capital Group 2013 - Present
Exotix LLC 2010 - 2013
Harbert Management Corporation 2005 - 2009
Phoenix Investment Partners 1993 - 2004
Standard & Poor's 1989 - 1993
Honeywell 1984 - 1986
Skills
Global Macro Economic &..., Country Economic..., Emerging Markets, Hedge Funds, Credit Analysis, FX, Equity Analysis, Fixed Income Research, Global Macro, Financial Markets, Macroeconomics, Asset Management, Investments, Bonds, Valuation, Trading, Portfolio Management, Debt, Financial Research, Economics, Fixed Income Analysis, High Yield, Fixed Income, Private Equity, Capital Markets, Financial Risk, Equities, Currency, Equity Research, Bloomberg, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance & Economics
Isenberg School of Management, UMass Amherst 1978 — 1983
Bachelor's of Business Administration, Finance & Economics
CRT Capital Group 2013 - Present
Exotix LLC 2010 - 2013
Harbert Management Corporation 2005 - 2009
Phoenix Investment Partners 1993 - 2004
Standard & Poor's 1989 - 1993
Honeywell 1984 - 1986
Skills
Global Macro Economic &..., Country Economic..., Emerging Markets, Hedge Funds, Credit Analysis, FX, Equity Analysis, Fixed Income Research, Global Macro, Financial Markets, Macroeconomics, Asset Management, Investments, Bonds, Valuation, Trading, Portfolio Management, Debt, Financial Research, Economics, Fixed Income Analysis, High Yield, Fixed Income, Private Equity, Capital Markets, Financial Risk, Equities, Currency, Equity Research, Bloomberg, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance & Economics
Isenberg School of Management, UMass Amherst 1978 — 1983
Bachelor's of Business Administration, Finance & Economics
Richard A Reisert's Phoenix Investment Partners Experience March 2000 - April 2004
Job Chief Operating Officer, Partner at Christenson Investment Partners
Industry Investment Management
Experience
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Christenson Investment Partners April 2004 - Present
Phoenix Investment Partners March 2000 - April 2004
Banc of America Securities July 1998 - March 2000
Mercer Investment Consulting July 1995 - July 1998
Hamilton & Co. October 1984 - July 1995
Skills
Mutual Funds, Institutional..., Series 63, Capital Markets, Series 24, Asset Allocation, Investment Strategies, CRM, Series 7, Asset Management, Fund Of Funds, Wealth Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Securities, Investment Advisory, Portfolio Management
Education
Boston University Graduate School of Management 1998 — 2000
Investment Management
Rider University 1995 — 1998
Masters in Business Administration
Rider University 1984 — 1988
BS in Commerce, Finance, Economics, Psychology
Thomas Franco's Phoenix Investment Partners Experience March 1999 - December 2001
Job Managing Director, Divisional Sales Manager at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2015 - Present
UBS Global Asset Management January 2012 - April 2015
UBS Global Asset Management January 2009 - January 2012
UBS Global Asset Management January 2005 - January 2009
Phoenix Investment Partners March 1999 - December 2001
Zweig Mutual Funds October 1996 - March 1999
Skills
Managed Accounts, Series 63, Mutual Funds, Series 7, Alternative Investments, Series 24, Offshore Funds
Education
State University of New York College at Oswego 1990 — 1994
BS
Virtus Investment Partners April 2015 - Present
UBS Global Asset Management January 2012 - April 2015
UBS Global Asset Management January 2009 - January 2012
UBS Global Asset Management January 2005 - January 2009
Phoenix Investment Partners March 1999 - December 2001
Zweig Mutual Funds October 1996 - March 1999
Skills
Managed Accounts, Series 63, Mutual Funds, Series 7, Alternative Investments, Series 24, Offshore Funds
Education
State University of New York College at Oswego 1990 — 1994
BS
Billy Grimes's Phoenix Investment Partners Experience January 1997 - December 1998
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Chip Hano's Phoenix Investment Partners Experience January 2008 - July 2010
Job Catalyst Funds & USA Mutuals
Industry Financial Services
Experience
Catalyst Mutual Funds September 2013 - Present
Infinity Capital Partners August 2013 - July 2014
Mutual of Omaha Investor Services June 2009 - July 2013
Phoenix Investment Partners January 2008 - July 2010
Transamerica 2006 - 2008
Allianz Global Investors (PIMCO & Allianz Funds) 1995 - 2000
PIMCO Advisors Distributors LLC 1995 - 2000
Skills
Financial Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Series 63, Hedge Funds, Retirement Planning, Account Management, Sales, Investment Strategies, ETFs, Venture Capital, Private Equity, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Catalyst Mutual Funds September 2013 - Present
Infinity Capital Partners August 2013 - July 2014
Mutual of Omaha Investor Services June 2009 - July 2013
Phoenix Investment Partners January 2008 - July 2010
Transamerica 2006 - 2008
Allianz Global Investors (PIMCO & Allianz Funds) 1995 - 2000
PIMCO Advisors Distributors LLC 1995 - 2000
Skills
Financial Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Series 63, Hedge Funds, Retirement Planning, Account Management, Sales, Investment Strategies, ETFs, Venture Capital, Private Equity, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Sharad Madkekar's Phoenix Investment Partners Experience May 1996 - July 1999
Job Business Analyst at ING Investment Management
Industry Investment Management
Experience
Independent June 2011 - Present
ING Investment Management September 2003 - June 2011
Conning Asset Management August 1999 - June 2002
Phoenix Investment Partners May 1996 - July 1999
Skills
Mutual Funds, Portfolio Management, Analysis, Investments, Asset Allocation
Education
University Of Bombay 1976 — 1977
Diploma in Computer Sciences, Computer Science
University Of Bombay 1966 — 1970
Bachelor of Science (BS), Chemistry and Physics
Independent June 2011 - Present
ING Investment Management September 2003 - June 2011
Conning Asset Management August 1999 - June 2002
Phoenix Investment Partners May 1996 - July 1999
Skills
Mutual Funds, Portfolio Management, Analysis, Investments, Asset Allocation
Education
University Of Bombay 1976 — 1977
Diploma in Computer Sciences, Computer Science
University Of Bombay 1966 — 1970
Bachelor of Science (BS), Chemistry and Physics
Don Berryman's Phoenix Investment Partners Experience April 1997 - June 2007
Job Retired Financial Services Consultant
Industry Financial Services
Experience
n/a freelance Training ConsultantFidelity InvestmentsAugust 2011 - July 2014
Phoenix Investment Partners April 1997 - June 2007
Prudential Securities January 1984 - December 1997
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Wealth Management, Financial Services, Portfolio Management, Series 7, Asset Management, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Retirement, Investments, Team Building, Leadership
Education
Abilene Christian University 1978 — 1980
MBA, Business
United States Air Force Academy 1970 — 1974
B.S., Engineering Management
n/a freelance Training ConsultantFidelity InvestmentsAugust 2011 - July 2014
Phoenix Investment Partners April 1997 - June 2007
Prudential Securities January 1984 - December 1997
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Wealth Management, Financial Services, Portfolio Management, Series 7, Asset Management, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Retirement, Investments, Team Building, Leadership
Education
Abilene Christian University 1978 — 1980
MBA, Business
United States Air Force Academy 1970 — 1974
B.S., Engineering Management
Sharon Bray Chaffee's Phoenix Investment Partners Experience April 1996 - January 2002
Job Senior Financial Writer at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
John McCormack's Phoenix Investment Partners Experience 1991 - 2008
Job National Sales Manager
Industry Financial Services
Experience
Virtus Investment Partners April 2010 - Present
Virtus Investment Partners November 2009 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - January 2010
Phoenix Investment Partners 1991 - 2008
Education
Merrimack College 1974 — 1978
BA, Economics
Virtus Investment Partners April 2010 - Present
Virtus Investment Partners November 2009 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - January 2010
Phoenix Investment Partners 1991 - 2008
Education
Merrimack College 1974 — 1978
BA, Economics
Brett Salafia's Phoenix Investment Partners Experience 2004 - 2005
Job
Industry Investment Management
Experience
Wesleyan University December 2012 - Present
Wesleyan University July 2011 - December 2012
Wesleyan University November 2005 - July 2011
Phoenix Investment Partners 2004 - 2005
CIGNA 2003 - 2004
ING Investment Management 1999 - 2002
Education
University of Hartford 2002 — 2003
M.B.A.
Quinnipiac University 1995 — 1999
B.S.
Wesleyan University December 2012 - Present
Wesleyan University July 2011 - December 2012
Wesleyan University November 2005 - July 2011
Phoenix Investment Partners 2004 - 2005
CIGNA 2003 - 2004
ING Investment Management 1999 - 2002
Education
University of Hartford 2002 — 2003
M.B.A.
Quinnipiac University 1995 — 1999
B.S.
Gavin Whitmore's Phoenix Investment Partners Experience March 1999 - January 2003
Job Managing Director: Intermediary Distribution at Fifth Third Asset Management
Industry Financial Services
Experience
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
Mike Sollicito's Phoenix Investment Partners Experience October 2005 - August 2007
Job Chief Operating Officer & Portfolio Specialist at Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management March 2013 - Present
Virtus Investment Partners January 2010 - March 2013
Virtus Investment Partners August 2007 - December 2009
Phoenix Investment Partners October 2005 - August 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Series 24, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Securities, ETFs
Education
The University of Connecticut 1990 — 1995
Bachelor of Arts (B.A.), Economics
Newfleet Asset Management March 2013 - Present
Virtus Investment Partners January 2010 - March 2013
Virtus Investment Partners August 2007 - December 2009
Phoenix Investment Partners October 2005 - August 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Series 24, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Securities, ETFs
Education
The University of Connecticut 1990 — 1995
Bachelor of Arts (B.A.), Economics
William Eastwood, CFA's Phoenix Investment Partners Experience June 1995 - July 2002
Job Fixed Income Trader
Industry Financial Services
Experience
Newfleet Investment Advisors July 2011 - Present
Neuberger Berman March 2008 - June 2011
PPM America July 2002 - March 2008
Phoenix Investment Partners June 1995 - July 2002
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Alternative Investments, Bonds, Trading, Capital Markets, Series 7
Education
University of Hartford 1996 — 2001
MBA
Post University 1992 — 1995
B.S., Finance
Newfleet Investment Advisors July 2011 - Present
Neuberger Berman March 2008 - June 2011
PPM America July 2002 - March 2008
Phoenix Investment Partners June 1995 - July 2002
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Portfolio Management, Asset Management, Bloomberg, Investments, Alternative Investments, Bonds, Trading, Capital Markets, Series 7
Education
University of Hartford 1996 — 2001
MBA
Post University 1992 — 1995
B.S., Finance
Mark McNeill, CFA's Phoenix Investment Partners Experience August 2000 - August 2002
Job Director at Pacific Life
Industry Investment Management
Experience
Pacific Life June 2007 - Present
Froley Revy Inverstment Company September 2003 - June 2007
Phoenix Investment Partners August 2000 - August 2002
Skills
Mutual Funds, Investments, Series 7, Alternative Investments, Asset Allocation, Asset Management, Portfolio Management
Education
University of California, Riverside 1991 — 1995
BA, Business
Pacific Life June 2007 - Present
Froley Revy Inverstment Company September 2003 - June 2007
Phoenix Investment Partners August 2000 - August 2002
Skills
Mutual Funds, Investments, Series 7, Alternative Investments, Asset Allocation, Asset Management, Portfolio Management
Education
University of California, Riverside 1991 — 1995
BA, Business
David LaMonica's Phoenix Investment Partners Experience 2004 - 2007
Job Senior Director of Investment Operations
Industry Financial Services
Experience
SS&C Technologies April 2014 - Present
Deloitte & Touche LLP July 2013 - April 2014
SS&C Technologies March 2007 - July 2013
Phoenix Investment Partners 2004 - 2007
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Bloomberg, Trading Systems, Business Analysis, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Vendor Management, Portfolio Management, SDLC, Mutual Funds, Process Improvement
Education
Saint Anselm College 1995 — 1999
SS&C Technologies April 2014 - Present
Deloitte & Touche LLP July 2013 - April 2014
SS&C Technologies March 2007 - July 2013
Phoenix Investment Partners 2004 - 2007
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Bloomberg, Trading Systems, Business Analysis, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Vendor Management, Portfolio Management, SDLC, Mutual Funds, Process Improvement
Education
Saint Anselm College 1995 — 1999
Thomas Cloutier, CFA's Phoenix Investment Partners Experience February 2003 - January 2006
Job Director, Structured Credit Research at Conning Asset Management
Industry Financial Services
Experience
Conning Asset Management November 2011 - Present
Goodwin Capital Adviser's - Phoenix Companies February 2011 - November 2011
Goodwin Capital Adviser's - Phoenix Companies February 2006 - January 2011
Phoenix Investment Partners February 2003 - January 2006
Phoenix Investment Partners February 2001 - January 2003
Phoenix Investment Partners September 1999 - January 2001
Phoenix Investment Partners September 1997 - September 1999
Phoenix Investment Partners March 1995 - September 1997
Skills
Credit, CMBS, Portfolio Management
Education
Western New England University 1991 — 1994
M.S., Finance
University of New Hampshire 1983 — 1987
B.S., Business Administration
Conning Asset Management November 2011 - Present
Goodwin Capital Adviser's - Phoenix Companies February 2011 - November 2011
Goodwin Capital Adviser's - Phoenix Companies February 2006 - January 2011
Phoenix Investment Partners February 2003 - January 2006
Phoenix Investment Partners February 2001 - January 2003
Phoenix Investment Partners September 1999 - January 2001
Phoenix Investment Partners September 1997 - September 1999
Phoenix Investment Partners March 1995 - September 1997
Skills
Credit, CMBS, Portfolio Management
Education
Western New England University 1991 — 1994
M.S., Finance
University of New Hampshire 1983 — 1987
B.S., Business Administration
Erin Pulkkinen's Phoenix Investment Partners Experience 2000 - 2005
Job Structured Credit Analyst at Conning
Industry Investment Management
Experience
Conning 2011 - 2013
Goodwin Capital Advisers 2005 - 2011
Goodwin Capital Advisers 2005 - 2011
Phoenix Investment Partners 2000 - 2005
Aeltus Investment Management, Inc. 1999 - 2000
Brown Brothers Harriman & Company 1996 - 1999
Skills
Structured Credit..., Analyzing Collateral, Report Writing, Credit Risk Positioning, Collaterized Loan..., Regulatory Compliance, Audit Response, Quantitative Analysis, Cash Flow Modeling, Executive Communication, Global Securitization, Forecasting
Education
University of Hartford
Master of Business Administration (M.B.A.), Finanace
Bentley University
Bachelor of Science (B.S.), Finance
Conning 2011 - 2013
Goodwin Capital Advisers 2005 - 2011
Goodwin Capital Advisers 2005 - 2011
Phoenix Investment Partners 2000 - 2005
Aeltus Investment Management, Inc. 1999 - 2000
Brown Brothers Harriman & Company 1996 - 1999
Skills
Structured Credit..., Analyzing Collateral, Report Writing, Credit Risk Positioning, Collaterized Loan..., Regulatory Compliance, Audit Response, Quantitative Analysis, Cash Flow Modeling, Executive Communication, Global Securitization, Forecasting
Education
University of Hartford
Master of Business Administration (M.B.A.), Finanace
Bentley University
Bachelor of Science (B.S.), Finance
Catherine Costa Beatty's Phoenix Investment Partners Experience 2000 - 2004
Job VP, Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2006 - Present
ABN AMRO Asset Management 2004 - 2006
Phoenix Investment Partners 2000 - 2004
Skills
Presentations, Microsoft Excel, Fixed Income, Institutional Investors
Education
Loyola University of Chicago 2001 — 2004
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (BS), Business Administration
Neuberger Berman October 2006 - Present
ABN AMRO Asset Management 2004 - 2006
Phoenix Investment Partners 2000 - 2004
Skills
Presentations, Microsoft Excel, Fixed Income, Institutional Investors
Education
Loyola University of Chicago 2001 — 2004
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (BS), Business Administration
Karen Karen Savinski's Phoenix Investment Partners Experience June 1996 - June 2008
Job Medical Practice Professional
Industry Medical Practice
Experience
PIONEER VALLEY OPHTHALMIC CONSULTANTS March 2011 - February 2012
Pioneer Valley Ophthalmic Consultants 2011 - 2012
Phoenix Investment Partners June 1996 - June 2008
FRANKLIN COUNTY HOUSE OF CORRECTIONS February 1995 - June 1996
Phoenix Life Insurance Company April 1986 - August 1993
Education
Greenfield Community College 1996 — 1997
certificate, Medical Transcription/Transcriptionist, passed
Greenfield Community College 1993 — 1996
Associate's degree, Criminal Justice and Corrections, 3.7
Greenfield Community College
Associates Degree, Criminal Justice
TURNERS FALLS HIGH SCHOOL
PIONEER VALLEY OPHTHALMIC CONSULTANTS March 2011 - February 2012
Pioneer Valley Ophthalmic Consultants 2011 - 2012
Phoenix Investment Partners June 1996 - June 2008
FRANKLIN COUNTY HOUSE OF CORRECTIONS February 1995 - June 1996
Phoenix Life Insurance Company April 1986 - August 1993
Education
Greenfield Community College 1996 — 1997
certificate, Medical Transcription/Transcriptionist, passed
Greenfield Community College 1993 — 1996
Associate's degree, Criminal Justice and Corrections, 3.7
Greenfield Community College
Associates Degree, Criminal Justice
TURNERS FALLS HIGH SCHOOL
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group