Polen Capital Management
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Polen Capital Management Employees
Employee
Years
Job
Industry
Chip Jones Chip Jones's Polen Capital Management Experience October 2014 - Present
Job Director of Advisor Relations, Polen Capital Management
Industry Financial Services
Experience
Polen Capital Management October 2014 - Present
Marine Aviation Weapons and Tactics Squadron One 2012 - 2014
Defence Academy of the UK 2011 - 2012
F/A-18 Aviator 2001 - 2011
Skills
Investments, Asset Management, Securities, Equities, Team Building, Portfolio Management, Mutual Funds, Finance, Seperately Managed..., Strategic Leadership, Program Management, Operational Planning, Mentorship, Cross-functional Team..., Six Sigma, Operational Risk..., Military Experience, TOPGUN graduate, National Security, Government, Organizational..., Operations Management, Management, Leadership
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
King's College London 2011 — 2012
Master of Arts (MA), Defense Studies
Marine Corps University 2007 — 2008
Expeditionary Warfare School
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Polen Capital Management October 2014 - Present
Marine Aviation Weapons and Tactics Squadron One 2012 - 2014
Defence Academy of the UK 2011 - 2012
F/A-18 Aviator 2001 - 2011
Skills
Investments, Asset Management, Securities, Equities, Team Building, Portfolio Management, Mutual Funds, Finance, Seperately Managed..., Strategic Leadership, Program Management, Operational Planning, Mentorship, Cross-functional Team..., Six Sigma, Operational Risk..., Military Experience, TOPGUN graduate, National Security, Government, Organizational..., Operations Management, Management, Leadership
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
King's College London 2011 — 2012
Master of Arts (MA), Defense Studies
Marine Corps University 2007 — 2008
Expeditionary Warfare School
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Jeff Mueller Jeff Mueller's Polen Capital Management Experience July 2013 - Present
Job Research Analyst, Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management July 2013 - Present
Columbia Business School December 2013 - Present
United States Marine Corps Reserve July 2011 - Present
JPMorgan Chase June 2012 - August 2012
United States Marine Corps February 2009 - June 2011
United States Marine Corps January 2002 - February 2009
Trinity University 2000 - 2002
Education
Columbia Business School 2011 — 2013
MBA, Value Investing, Dean's Honors and Distinction (Top 5% of Class)
Trinity University 1996 — 2000
B.A., Business and Communications
Polen Capital Management July 2013 - Present
Columbia Business School December 2013 - Present
United States Marine Corps Reserve July 2011 - Present
JPMorgan Chase June 2012 - August 2012
United States Marine Corps February 2009 - June 2011
United States Marine Corps January 2002 - February 2009
Trinity University 2000 - 2002
Education
Columbia Business School 2011 — 2013
MBA, Value Investing, Dean's Honors and Distinction (Top 5% of Class)
Trinity University 1996 — 2000
B.A., Business and Communications
Jim Haymes, CFA Jim Haymes, CFA's Polen Capital Management Experience May 2013 - Present
Job Director of Institutional Relations at Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management May 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) November 2005 - May 2013
RogersCasey August 2000 - October 2005
Communities Foundation of Texas March 1996 - August 2000
NationsBank July 1992 - March 1996
Education
University of North Texas 1981 — 1985
BBA, Finance
Polen Capital Management May 2013 - Present
INTECH Investment Management LLC (a Janus Capital Group Company) November 2005 - May 2013
RogersCasey August 2000 - October 2005
Communities Foundation of Texas March 1996 - August 2000
NationsBank July 1992 - March 1996
Education
University of North Texas 1981 — 1985
BBA, Finance
Rohan Kelly Rohan Kelly's Polen Capital Management Experience November 2011 - February 2012
Job Investment Banking Operations Professional
Industry Investment Banking
Experience
EmblemHealth July 2014 - February 2015
Polen Capital Management November 2011 - February 2012
Prudential Financial Services January 2011 - July 2011
Franklin Templeton Investments January 2002 - September 2009
Fiduciary Trust Company May 1985 - January 2002
Skills
Equities, FX Options, Investment Banking, Bonds, Settlement, Account Reconciliation, International Trade, Bloomberg, Investments, Fixed Income, Mutual Funds, Portfolio Management, Finance, Securities
Education
LaGuardia Community College 1988 — 1990
Associate of Science (AS), Computer Science and programming
EmblemHealth July 2014 - February 2015
Polen Capital Management November 2011 - February 2012
Prudential Financial Services January 2011 - July 2011
Franklin Templeton Investments January 2002 - September 2009
Fiduciary Trust Company May 1985 - January 2002
Skills
Equities, FX Options, Investment Banking, Bonds, Settlement, Account Reconciliation, International Trade, Bloomberg, Investments, Fixed Income, Mutual Funds, Portfolio Management, Finance, Securities
Education
LaGuardia Community College 1988 — 1990
Associate of Science (AS), Computer Science and programming
Stephen DeMare Stephen DeMare's Polen Capital Management Experience June 2010 - July 2010
Job Manager, Strategy & Analysis at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi July 2014 - Present
DigitasLBi July 2012 - June 2014
DigitasLBi November 2010 - August 2012
Berkadia Commercial Mortgage LLC August 2010 - October 2010
Polen Capital Management June 2010 - July 2010
Skills
Display Advertising, Strategy, Data Visualization, Web Analytics, Tableau, Optimizations, Test Design, Visual Communication, Optimization, Interactive Marketing, Digital Strategy, Market Research, Mobile Marketing, Segmentation, Integrated Marketing, Information Design, Analytics
Education
University of Michigan 2006 — 2010
BA, Economics, Japanese Studies
DigitasLBi July 2014 - Present
DigitasLBi July 2012 - June 2014
DigitasLBi November 2010 - August 2012
Berkadia Commercial Mortgage LLC August 2010 - October 2010
Polen Capital Management June 2010 - July 2010
Skills
Display Advertising, Strategy, Data Visualization, Web Analytics, Tableau, Optimizations, Test Design, Visual Communication, Optimization, Interactive Marketing, Digital Strategy, Market Research, Mobile Marketing, Segmentation, Integrated Marketing, Information Design, Analytics
Education
University of Michigan 2006 — 2010
BA, Economics, Japanese Studies
Montana Low Montana Low's Polen Capital Management Experience 2011 - 2013
Job Vice President, Keeley Investment Corp. / Southeast Region
Industry Financial Services
Experience
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Don Jowdy's Polen Capital Management Experience December 1993 - July 2003
Job President, Chief Investment Officer, Suncoast Equity Management, Inc.
Industry Investment Management
Experience
Suncoast Equity Management, Inc. December 1997 - Present
Suncoast Equity Management, Inc. December 1997 - Present
Polen Capital Management December 1993 - July 2003
13D Research, Inc. July 1990 - December 1993
Price Waterhouse August 1988 - August 1990
Skills
Investments, Asset Allocation, Equities, Portfolio Management, Investment Management, Financial Modeling, Valuation, Equity Research, Asset Managment, Investment Strategies, Wealth Management, Asset Management, Bloomberg, Investment Advisory
Education
Indiana University - Kelley School of Business
Suncoast Equity Management, Inc. December 1997 - Present
Suncoast Equity Management, Inc. December 1997 - Present
Polen Capital Management December 1993 - July 2003
13D Research, Inc. July 1990 - December 1993
Price Waterhouse August 1988 - August 1990
Skills
Investments, Asset Allocation, Equities, Portfolio Management, Investment Management, Financial Modeling, Valuation, Equity Research, Asset Managment, Investment Strategies, Wealth Management, Asset Management, Bloomberg, Investment Advisory
Education
Indiana University - Kelley School of Business
Yu Wu Yu Wu's Polen Capital Management Experience April 2013 - October 2014
Job Associate Marketing Analyst at Esurance
Industry Marketing and Advertising
Experience
Esurance November 2014 - Present
Polen Capital Management April 2013 - October 2014
Haas School of Business January 2012 - December 2012
MUJI July 2012 - October 2012
Sensato Capital Management June 2012 - July 2012
Ernst & Young June 2011 - July 2011
Skills
Microsoft Excel, Forecasting, Mandarin, CRM, Financial Modeling, PowerPoint, Capital IQ, Factiva, Pro Tools, Lexis, Stage Lighting, WRDS, Data Analysis, Research, Valuation, Market Research, SDC Platinum, Cold Calling, Google Analytics, Marketing Strategy, Event Planning, Microsoft Office, Financial Analysis, Strategy, Marketing, Analysis, Public Speaking, Business Strategy
Education
University of California, Berkeley 2009 — 2012
Bachelor, Business Administration
Esurance November 2014 - Present
Polen Capital Management April 2013 - October 2014
Haas School of Business January 2012 - December 2012
MUJI July 2012 - October 2012
Sensato Capital Management June 2012 - July 2012
Ernst & Young June 2011 - July 2011
Skills
Microsoft Excel, Forecasting, Mandarin, CRM, Financial Modeling, PowerPoint, Capital IQ, Factiva, Pro Tools, Lexis, Stage Lighting, WRDS, Data Analysis, Research, Valuation, Market Research, SDC Platinum, Cold Calling, Google Analytics, Marketing Strategy, Event Planning, Microsoft Office, Financial Analysis, Strategy, Marketing, Analysis, Public Speaking, Business Strategy
Education
University of California, Berkeley 2009 — 2012
Bachelor, Business Administration
Stephen Boyd, CFA Stephen Boyd, CFA's Polen Capital Management Experience July 2008 - January 2009
Job Director REITs at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings November 2012 - Present
Cowen and Company November 2009 - November 2012
Polen Capital Management July 2008 - January 2009
Osprey Partners Investment Management June 2002 - June 2008
Prudential Securities, LLC December 2000 - June 2002
Value Line Publishing 1999 - 2000
Skills
REITs, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Investment Management, Portfolio Management, Real Estate Economics, FactSet, Series 7, Series 63, Series 86, Series 87
Education
New York University 2010 — 2014
Masters of Science in Real Estate, Real Estate Finance
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Fitch Ratings November 2012 - Present
Cowen and Company November 2009 - November 2012
Polen Capital Management July 2008 - January 2009
Osprey Partners Investment Management June 2002 - June 2008
Prudential Securities, LLC December 2000 - June 2002
Value Line Publishing 1999 - 2000
Skills
REITs, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Investment Management, Portfolio Management, Real Estate Economics, FactSet, Series 7, Series 63, Series 86, Series 87
Education
New York University 2010 — 2014
Masters of Science in Real Estate, Real Estate Finance
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Eric Sternberg Eric Sternberg's Polen Capital Management Experience 2005 - 2006
Job Account Manager, US iShares Institutional Sales at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock November 2013 - July 2015
BlackRock November 2010 - October 2013
Strategic Insight June 2009 - March 2010
TradeChile 2008 - 2008
Polen Capital Management 2005 - 2006
Skills
Business Development, Equities, Finance, Valuation, Portfolio Management, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2006 — 2010
BA, Political Science, Hispanic Studies
BlackRock August 2015 - Present
BlackRock November 2013 - July 2015
BlackRock November 2010 - October 2013
Strategic Insight June 2009 - March 2010
TradeChile 2008 - 2008
Polen Capital Management 2005 - 2006
Skills
Business Development, Equities, Finance, Valuation, Portfolio Management, Fixed Income, Capital Markets, Asset Management
Education
University of Pennsylvania 2006 — 2010
BA, Political Science, Hispanic Studies
Ben Leubitz Ben Leubitz's Polen Capital Management Experience 2001 - 2004
Job Occupational Therapist at Memorial Healthcare System
Industry Health, Wellness and Fitness
Experience
Memorial Healthcare System January 2008 - Present
Polen Capital Management 2001 - 2004
Skills
Therapists, Occupational Therapy, Stroke Rehabilitation, Spinal Cord Injury, Orthopedic..., Healthcare Information..., Personal Financial..., MBA, Business Strategy, Healthcare, Treatment, Hospitals, Clinical Research, Orthopedic, Healthcare Management, Patient Safety, Rehabilitation
Education
Florida Atlantic University 2011 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management
Nova Southeastern University 2004 — 2007
Master of Science (MS), Occupational Therapy/Therapist
The Ohio State University 1995 — 2000
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations
Memorial Healthcare System January 2008 - Present
Polen Capital Management 2001 - 2004
Skills
Therapists, Occupational Therapy, Stroke Rehabilitation, Spinal Cord Injury, Orthopedic..., Healthcare Information..., Personal Financial..., MBA, Business Strategy, Healthcare, Treatment, Hospitals, Clinical Research, Orthopedic, Healthcare Management, Patient Safety, Rehabilitation
Education
Florida Atlantic University 2011 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management
Nova Southeastern University 2004 — 2007
Master of Science (MS), Occupational Therapy/Therapist
The Ohio State University 1995 — 2000
Bachelor of Science (BS), Business and Personal/Financial Services Marketing Operations
Jeffrey Klein's Polen Capital Management Experience November 2002 - June 2005
Job Cofounder, ASide Worldwide
Industry Entertainment
Experience
A-Side Worldwide May 2007 - Present
Azoff Music Management February 2007 - March 2008
William Morris Agency August 2005 - February 2007
Polen Capital Management November 2002 - June 2005
Skills
Entertainment, Interactive Advertising, Talent Management, Financial Services, Management, Marketing, Social Media, Social Media Marketing, Digital Marketing, Leadership
Education
University of Florida 1997 — 2001
BSBA, Decision & Information Sciences, Business Economics
Fort Myers High School
A-Side Worldwide May 2007 - Present
Azoff Music Management February 2007 - March 2008
William Morris Agency August 2005 - February 2007
Polen Capital Management November 2002 - June 2005
Skills
Entertainment, Interactive Advertising, Talent Management, Financial Services, Management, Marketing, Social Media, Social Media Marketing, Digital Marketing, Leadership
Education
University of Florida 1997 — 2001
BSBA, Decision & Information Sciences, Business Economics
Fort Myers High School
Jay Folz, CFA's Polen Capital Management Experience 1997 - 2003
Job Senior Vice President at Private Capital Management
Industry Investment Management
Experience
Private Capital Management, L.P. April 2003 - Present
Polen Capital Management 1997 - 2003
PaineWebber March 1994 - March 1997
Skills
Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Investment Strategies
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Science (B.S.), Finance
Transylvania University 1988 — 1990
Lafayette High School 1985 — 1988
Lexington School
Private Capital Management, L.P. April 2003 - Present
Polen Capital Management 1997 - 2003
PaineWebber March 1994 - March 1997
Skills
Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Investment Strategies
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Science (B.S.), Finance
Transylvania University 1988 — 1990
Lafayette High School 1985 — 1988
Lexington School
Eric Ardito, CFA, CIPM's Polen Capital Management Experience 2006 - 2009
Job Senior Investment Portfolio Analyst at INTECH Investment Management LLC (a Janus Capital Group Company)
Industry Financial Services
Experience
INTECH Investment Management LLC (a Janus Capital Group Company) April 2012 - Present
AIG Asset Management February 2010 - April 2012
Polen Capital Management 2006 - 2009
Pequot Capital Management 2004 - 2006
SEB Asset Management 1999 - 2004
Skills
Fixed Income, Equities, Hedge Funds, Portfolio Management, Equity Research, Alternative Investments, Bloomberg, Valuation, Investments, Asset Managment, Asset Management, Financial Modeling, Financial Analysis, Capital Markets, Performance Attribution, Trading, Risk Management, Series 7, Investment Management, Mutual Funds, Performance Measurement
Education
University of St. Andrews 1999 — 1999
Study Abroad
Fairfield University 1995 — 1999
Branford High School
INTECH Investment Management LLC (a Janus Capital Group Company) April 2012 - Present
AIG Asset Management February 2010 - April 2012
Polen Capital Management 2006 - 2009
Pequot Capital Management 2004 - 2006
SEB Asset Management 1999 - 2004
Skills
Fixed Income, Equities, Hedge Funds, Portfolio Management, Equity Research, Alternative Investments, Bloomberg, Valuation, Investments, Asset Managment, Asset Management, Financial Modeling, Financial Analysis, Capital Markets, Performance Attribution, Trading, Risk Management, Series 7, Investment Management, Mutual Funds, Performance Measurement
Education
University of St. Andrews 1999 — 1999
Study Abroad
Fairfield University 1995 — 1999
Branford High School
Svetlana Bilsky's Polen Capital Management Experience February 2005 - Present
Job Consultant Relations at Polen Capital Management
Industry Investment Management
Experience
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Polen Capital Management February 2005 - Present
RCM 2000 - 2005
RCM Capital Management June 2000 - December 2004
TD Ameritrade October 1997 - April 2000
Education
Rutgers University-New Brunswick 1993 — 1997
Ben Leubitz's Polen Capital Management Experience August 2001 - September 2006
Job Therapist at Memorial Healthcare System
Industry Hospital & Health Care
Experience
Memorial Healthcare System 2006 - Present
Polen Capital Management August 2001 - September 2006
Skills
Inpatient
Education
Florida Atlantic University 2010 — 2013
MBA, Healthcare
Nova Southeastern University 2004 — 2006
MS, Occupational Therapy
The Ohio State University 1995 — 2000
BS, Consumer Financial Mgmt
Memorial Healthcare System 2006 - Present
Polen Capital Management August 2001 - September 2006
Skills
Inpatient
Education
Florida Atlantic University 2010 — 2013
MBA, Healthcare
Nova Southeastern University 2004 — 2006
MS, Occupational Therapy
The Ohio State University 1995 — 2000
BS, Consumer Financial Mgmt
John Gross, CAIA's Polen Capital Management Experience November 2011 - Present
Job Relationship Manager at Polen Capital Management
Industry Financial Services
Experience
Polen Capital Management November 2011 - Present
Goldman Sachs Asset Management March 2010 - December 2011
Managers Investment Group October 2005 - March 2010
Skills
Mutual Funds, Investment Strategies, Capital Markets, Series 7, Series 63, Separately Managed..., Alternative Investments, Equities, Securities, Asset Allocation
Education
St. Norbert College 2001 — 2005
Bachelor of Arts, Economics and Finance
Polen Capital Management November 2011 - Present
Goldman Sachs Asset Management March 2010 - December 2011
Managers Investment Group October 2005 - March 2010
Skills
Mutual Funds, Investment Strategies, Capital Markets, Series 7, Series 63, Separately Managed..., Alternative Investments, Equities, Securities, Asset Allocation
Education
St. Norbert College 2001 — 2005
Bachelor of Arts, Economics and Finance
Edgar Zbeda's Polen Capital Management Experience 2004 - 2006
Job Trader at GFG Capital
Industry Financial Services
Experience
GFG Capital 2011 - Present
Northern Trust 2006 - 2011
Polen Capital Management 2004 - 2006
Credit Suisse 2000 - 2004
Skills
Trading, Portfolio Management, Equity Trading, Equities, Bloomberg, Trading Systems, Hedge Funds, Fixed Income, Securities, Alternative Investments, ETFs, Equity Derivatives, Electronic Trading, Trading Strategies, Options, Asset Management, Capital Markets, Investments, Financial Markets, Derivatives, Asset Allocation
Education
Queens College 1993 — 1998
GFG Capital 2011 - Present
Northern Trust 2006 - 2011
Polen Capital Management 2004 - 2006
Credit Suisse 2000 - 2004
Skills
Trading, Portfolio Management, Equity Trading, Equities, Bloomberg, Trading Systems, Hedge Funds, Fixed Income, Securities, Alternative Investments, ETFs, Equity Derivatives, Electronic Trading, Trading Strategies, Options, Asset Management, Capital Markets, Investments, Financial Markets, Derivatives, Asset Allocation
Education
Queens College 1993 — 1998
Chris Zerbo's Polen Capital Management Experience July 2004 - October 2011
Job Investment Operations Specialist at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
Polen Capital Management July 2004 - October 2011
Neuberger Berman May 1998 - May 2004
Skills
Excel, Word, Customer Service, Mutual Funds, Customer Relations, Trading, Problem Solving, Reconciliation, Operations Management, Advent, REX, ACD, Microsoft Excel, Account Reconciliation, APX, Microsoft Word, Bloomberg, Equities, Hedge Funds, Securities, Asset Management, Portfolio Management
Education
LIU Post 1985 — 1989
Bachelors, Communications
Northern Trust September 2012 - Present
Polen Capital Management July 2004 - October 2011
Neuberger Berman May 1998 - May 2004
Skills
Excel, Word, Customer Service, Mutual Funds, Customer Relations, Trading, Problem Solving, Reconciliation, Operations Management, Advent, REX, ACD, Microsoft Excel, Account Reconciliation, APX, Microsoft Word, Bloomberg, Equities, Hedge Funds, Securities, Asset Management, Portfolio Management
Education
LIU Post 1985 — 1989
Bachelors, Communications
Eric Lynch's Polen Capital Management Experience 2002 - 2005
Job Managing Director, Investment Committee
Industry Investment Management
Experience
Scharf Investments 2006 - Present
Polen Capital Management 2002 - 2005
Blackbird Holdings, Inc. 2000 - 2001
Price Waterhouse Management Consultants 1997 - 1999
Accenture 1993 - 1997
Skills
Investments, Wealth Management, Securities, Equities, Institutional, Japanese, Writing, Sales, Marketing, Portfolio Management, Retirement Planning, Asset Allocation, Equity Research, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management, Finance
John Carroll University
BA Magna Cum Laude, Economics, East Asian Studies, Japanese
Nanzan University
Junior Year Study Abroad, Japanese Language
Scharf Investments 2006 - Present
Polen Capital Management 2002 - 2005
Blackbird Holdings, Inc. 2000 - 2001
Price Waterhouse Management Consultants 1997 - 1999
Accenture 1993 - 1997
Skills
Investments, Wealth Management, Securities, Equities, Institutional, Japanese, Writing, Sales, Marketing, Portfolio Management, Retirement Planning, Asset Allocation, Equity Research, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management, Finance
John Carroll University
BA Magna Cum Laude, Economics, East Asian Studies, Japanese
Nanzan University
Junior Year Study Abroad, Japanese Language