RidgeWorth Investments
Industry: Company
DescriptionHeadquarters: Atlanta, GA Founded: 1984 Parent organizations: SunTrust Banks, Virtus Investment Partners Inc. Subsidiaries: Seix Investment Advisors LLC,
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RidgeWorth Investments Employees
Employee
Years
Job
Industry
Sharon Mossman Sharon Mossman's RidgeWorth Investments Experience June 2015 - Present
Job Head of Strategic Accounts at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
RidgeWorth Investments June 2015 - Present
BNY Mellon Asset Management January 1996 - April 2015
DWS Investments May 2004 - January 2006
American Century Investments March 1986 - December 1995
Education
Baker University 1993 — 1995
Masters, Business Administration
Emporia State University 1981 — 1985
BS, English
Jim DeGennaro, CFP®'s RidgeWorth Investments Experience 2014 - 2015
Job Internal Sales Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
RidgeWorth Investments 2014 - 2015
USAA 2010 - 2014
US Army 1994 - 1997
Education
University of Florida
MBA - MS in Finance - BSBA
T. Rowe Price August 2015 - Present
RidgeWorth Investments 2014 - 2015
USAA 2010 - 2014
US Army 1994 - 1997
Education
University of Florida
MBA - MS in Finance - BSBA
Jennifer Strickland Harmon's RidgeWorth Investments Experience July 2014 - Present
Job Operational Risk Manager at RidgeWorth Investments
Industry Investment Management
Experience
RidgeWorth Investments July 2014 - Present
RidgeWorth Investments June 2012 - December 2014
Liberty Mutual May 2011 - August 2011
State Farm Insurance November 2007 - July 2010
Gallagher Benefit Services June 2007 - November 2007
State Farm Insurance September 2006 - May 2007
Education
University of Georgia - Terry College of Business 2010 — 2012
MBA, Operations & Risk Management
University of Georgia - Terry College of Business 2003 — 2007
BBA, Risk Management & Insurance
RidgeWorth Investments July 2014 - Present
RidgeWorth Investments June 2012 - December 2014
Liberty Mutual May 2011 - August 2011
State Farm Insurance November 2007 - July 2010
Gallagher Benefit Services June 2007 - November 2007
State Farm Insurance September 2006 - May 2007
Education
University of Georgia - Terry College of Business 2010 — 2012
MBA, Operations & Risk Management
University of Georgia - Terry College of Business 2003 — 2007
BBA, Risk Management & Insurance
Matthew Waters, CIMA Matthew Waters, CIMA's RidgeWorth Investments Experience March 2014 - Present
Job Internal Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
Robert Stearns's RidgeWorth Investments Experience August 2015 - Present
Job Wealth Advisor Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
RidgeWorth Investments August 2015 - Present
Stifel Financial Corp. June 2015 - August 2015
Sterne Agee January 2013 - June 2015
Sterne Agee July 2011 - January 2013
Education
Furman University 2007 — 2011
BA
Brandon Shea, AIF® Brandon Shea, AIF®'s RidgeWorth Investments Experience December 2010 - Present
Job Helping retirement plan professionals impact their bottom line & make a difference in the lives of their clients.
Industry Financial Services
Experience
RidgeWorth Investments December 2010 - Present
Pioneer Investments February 2006 - December 2010
Salomon Brothers Asset Management January 2004 - December 2005
Transamerica Capital, Inc. March 2002 - July 2003
Transamerica Capital Inc. February 2000 - February 2002
Habitat for Humanity International June 1999 - August 1999
Habitat for Humanity International August 1998 - August 1999
Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business
Education
Miami University 1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)
RidgeWorth Investments December 2010 - Present
Pioneer Investments February 2006 - December 2010
Salomon Brothers Asset Management January 2004 - December 2005
Transamerica Capital, Inc. March 2002 - July 2003
Transamerica Capital Inc. February 2000 - February 2002
Habitat for Humanity International June 1999 - August 1999
Habitat for Humanity International August 1998 - August 1999
Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business
Education
Miami University 1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)
James Kish's RidgeWorth Investments Experience July 2008 - Present
Job Retirement Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments July 2008 - Present
Enterprise Fund Distributors December 2005 - March 2008
A.G. Edwards & Sons, Inc. June 1999 - August 2005
Northern Trust Retirement Consulting January 1996 - May 1999
Skills
Series 7, Series 24, Mutual Funds, Investments, 401k, Retirement, Series 63, Financial Services
Education
Kansas State University 1990 — 1995
BS, Agribusiness
Roswell High School 1986 — 1990
RidgeWorth Investments July 2008 - Present
Enterprise Fund Distributors December 2005 - March 2008
A.G. Edwards & Sons, Inc. June 1999 - August 2005
Northern Trust Retirement Consulting January 1996 - May 1999
Skills
Series 7, Series 24, Mutual Funds, Investments, 401k, Retirement, Series 63, Financial Services
Education
Kansas State University 1990 — 1995
BS, Agribusiness
Roswell High School 1986 — 1990
John M. Carr John M. Carr's RidgeWorth Investments Experience April 1998 - May 2000
Job Executive Vice President at WEDGE Capital Management LLP
Industry Investment Management
Experience
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
Chris DiMacale's RidgeWorth Investments Experience August 2006 - August 2013
Job Asst. Director, Digital Marketing at Emory Healthcare
Industry Marketing and Advertising
Experience
Emory Healthcare March 2015 - Present
National Restaurant Chain September 2013 - February 2015
RidgeWorth Investments August 2006 - August 2013
RidgeWorth Investments May 2005 - August 2006
Moxie Interactive March 2005 - April 2005
NetBank October 2003 - March 2005
NetBank September 2002 - October 2003
Skills
Marketing Strategy, Interactive Marketing, Email Marketing, Digital Marketing, Online Advertising, Direct Marketing, Marketing Communications, SEM, Social Media, Social Media Marketing, Account Management, Web Analytics, Strategy, Digital Strategy, CRM, Strategic Partnerships, Marketing Management, Marketing, Management, Integrated Marketing, Online Marketing, Leadership, Multi-channel Marketing, Brand Management, Mobile Marketing, E-commerce, SEO, Competitive Analysis, B2B
Education
Florida State University 1998 — 2002
B.A., International Affairs
Art Institute, Atlanta 2007 — 2007
Design Diploma, Advertising Design
Emory Healthcare March 2015 - Present
National Restaurant Chain September 2013 - February 2015
RidgeWorth Investments August 2006 - August 2013
RidgeWorth Investments May 2005 - August 2006
Moxie Interactive March 2005 - April 2005
NetBank October 2003 - March 2005
NetBank September 2002 - October 2003
Skills
Marketing Strategy, Interactive Marketing, Email Marketing, Digital Marketing, Online Advertising, Direct Marketing, Marketing Communications, SEM, Social Media, Social Media Marketing, Account Management, Web Analytics, Strategy, Digital Strategy, CRM, Strategic Partnerships, Marketing Management, Marketing, Management, Integrated Marketing, Online Marketing, Leadership, Multi-channel Marketing, Brand Management, Mobile Marketing, E-commerce, SEO, Competitive Analysis, B2B
Education
Florida State University 1998 — 2002
B.A., International Affairs
Art Institute, Atlanta 2007 — 2007
Design Diploma, Advertising Design
Mary Wamack Mary Wamack's RidgeWorth Investments Experience June 2011 - October 2013
Job Treasury Analyst at Georgia Institute of Technology
Industry Financial Services
Experience
Georgia Institute of Technology October 2013 - Present
RidgeWorth Investments June 2011 - October 2013
Skills
Equities, Investments, Fixed Income, Public Speaking, Asset Management, Microsoft Excel, Microsoft Word, Financial Analysis, Marketing, Risk Management, Microsoft Office, PowerPoint, Mutual Funds, Leadership, Event Planning
Education
Georgia Southern University - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Georgia Institute of Technology October 2013 - Present
RidgeWorth Investments June 2011 - October 2013
Skills
Equities, Investments, Fixed Income, Public Speaking, Asset Management, Microsoft Excel, Microsoft Word, Financial Analysis, Marketing, Risk Management, Microsoft Office, PowerPoint, Mutual Funds, Leadership, Event Planning
Education
Georgia Southern University - College of Business Administration 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Samantha (Crain) St. John Samantha (Crain) St. John's RidgeWorth Investments Experience May 2007 - November 2009
Job Investment Risk Manager at GenSpring Family Offices
Industry Banking
Experience
GenSpring Family Offices May 2014 - Present
SunTrust Bank May 2012 - May 2014
SunTrust Bank November 2009 - May 2012
RidgeWorth Investments May 2007 - November 2009
RidgeWorth Investments November 2005 - May 2007
SunTrust Bank June 2004 - November 2005
Interland, Inc. July 2001 - June 2004
CSC Consulting January 2000 - June 2001
Skills
Analysis, Process Improvement, Finance, Business Strategy, Strategy, Budgets, Risk Management, Forecasting, Financial Analysis, Business Analysis, Leadership, Project Management, Business Planning, Due Diligence, Banking, Project Planning, Credit, Executive Management, Financial Services, Organizational..., Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Financial Planning
Education
Georgia State University College of Law 2008 — 2013
JD, Law School
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
MBA, Business Analysis
Georgia Institute of Technology 1994 — 1999
BS, Management Science
GenSpring Family Offices May 2014 - Present
SunTrust Bank May 2012 - May 2014
SunTrust Bank November 2009 - May 2012
RidgeWorth Investments May 2007 - November 2009
RidgeWorth Investments November 2005 - May 2007
SunTrust Bank June 2004 - November 2005
Interland, Inc. July 2001 - June 2004
CSC Consulting January 2000 - June 2001
Skills
Analysis, Process Improvement, Finance, Business Strategy, Strategy, Budgets, Risk Management, Forecasting, Financial Analysis, Business Analysis, Leadership, Project Management, Business Planning, Due Diligence, Banking, Project Planning, Credit, Executive Management, Financial Services, Organizational..., Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Financial Planning
Education
Georgia State University College of Law 2008 — 2013
JD, Law School
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
MBA, Business Analysis
Georgia Institute of Technology 1994 — 1999
BS, Management Science
Brian Tremblay Brian Tremblay's RidgeWorth Investments Experience March 2014 - Present
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2014 - Present
Invesco Ltd. September 2010 - March 2014
Brewer Futures Group March 2008 - January 2010
Skills
Investments, Due Diligence, Finance, Business Development, Financial Analysis
Education
Miami University 2003 — 2007
Bachelor of Arts, Economics
RidgeWorth Investments March 2014 - Present
Invesco Ltd. September 2010 - March 2014
Brewer Futures Group March 2008 - January 2010
Skills
Investments, Due Diligence, Finance, Business Development, Financial Analysis
Education
Miami University 2003 — 2007
Bachelor of Arts, Economics
Huston Stewart, AAMS®, CRPC® Huston Stewart, AAMS®, CRPC®'s RidgeWorth Investments Experience November 2012 - February 2014
Job Senior Vice President, Southeast Regional Sales Director at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
Elizabeth K. Wilson Elizabeth K. Wilson's RidgeWorth Investments Experience 2007 - 2010
Job Sales Manager
Industry Investment Management
Experience
Vanguard 2011 - Present
RidgeWorth Investments 2007 - 2010
Trusco Capital Management, Inc 2004 - 2007
Trusco Capital Management 2001 - 2004
SunTrust Banks, Inc 1998 - 2001
SunTrust Banks Inc 1995 - 1998
SunTrust Bank 1993 - 1995
Skills
Investments, Mutual Funds, Retirement, Business Development, Leadership, Asset Management, Strategy, Mergers & Acquisitions, Financial Services, Management, Portfolio Management, Product Marketing, Finance, Investment Management, Wealth Management, Retirement Planning, Banking, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Accounting
Randolph-Macon Woman's College
BA, Mathematics
Vanguard 2011 - Present
RidgeWorth Investments 2007 - 2010
Trusco Capital Management, Inc 2004 - 2007
Trusco Capital Management 2001 - 2004
SunTrust Banks, Inc 1998 - 2001
SunTrust Banks Inc 1995 - 1998
SunTrust Bank 1993 - 1995
Skills
Investments, Mutual Funds, Retirement, Business Development, Leadership, Asset Management, Strategy, Mergers & Acquisitions, Financial Services, Management, Portfolio Management, Product Marketing, Finance, Investment Management, Wealth Management, Retirement Planning, Banking, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Accounting
Randolph-Macon Woman's College
BA, Mathematics
Tina Umland Tina Umland's RidgeWorth Investments Experience September 2008 - Present
Job Executive Assistant at RidgeWorth Investments
Industry Banking
Experience
RidgeWorth Investments September 2008 - Present
Delta Air Lines April 1991 - July 2008
Delta Air Lines April 1991 - June 2008
Skills
Outlook, Customer Relations, Administrative Support, Word, Excel
Education
Western New England College 1983 — 1985
Bachelor of Science Business Administration, Business Administration and Management, General
Bay Path University 1981 — 1983
Associate, Business Administration
RidgeWorth Investments September 2008 - Present
Delta Air Lines April 1991 - July 2008
Delta Air Lines April 1991 - June 2008
Skills
Outlook, Customer Relations, Administrative Support, Word, Excel
Education
Western New England College 1983 — 1985
Bachelor of Science Business Administration, Business Administration and Management, General
Bay Path University 1981 — 1983
Associate, Business Administration
Dan McNichol's RidgeWorth Investments Experience December 2011 - June 2015
Job CFO at Soto Capital
Industry Financial Services
Experience
Soto Capital July 2015 - Present
RidgeWorth Investments December 2011 - June 2015
FAccess February 2011 - December 2011
JPMorgan Chase February 2010 - February 2011
Lincoln Financial Distributors April 2008 - May 2009
PLANCO November 2000 - March 2008
PLANCO November 2002 - May 2005
Skills
Series 6, Series 63, Mutual Funds, Annuities, Public Speaking, 401k, Fixed Annuities
Education
La Salle University 1995 — 1999
BS, Marketing
La Salle University - School of Business Administration 1995 — 1999
Marketing
Soto Capital July 2015 - Present
RidgeWorth Investments December 2011 - June 2015
FAccess February 2011 - December 2011
JPMorgan Chase February 2010 - February 2011
Lincoln Financial Distributors April 2008 - May 2009
PLANCO November 2000 - March 2008
PLANCO November 2002 - May 2005
Skills
Series 6, Series 63, Mutual Funds, Annuities, Public Speaking, 401k, Fixed Annuities
Education
La Salle University 1995 — 1999
BS, Marketing
La Salle University - School of Business Administration 1995 — 1999
Marketing
Bill Serda, CIMA® Bill Serda, CIMA®'s RidgeWorth Investments Experience January 2014 - Present
Job Wealth Advisor Specialist at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments January 2014 - Present
RidgeWorth Investments November 2011 - January 2014
Ronald McDonald House Charities Of Mobile June 2009 - January 2011
Northwestern Mutual April 2009 - January 2011
Education
Auburn University at Montgomery 2006 — 2008
Bachelors, Finance and Accounting
RidgeWorth Investments January 2014 - Present
RidgeWorth Investments November 2011 - January 2014
Ronald McDonald House Charities Of Mobile June 2009 - January 2011
Northwestern Mutual April 2009 - January 2011
Education
Auburn University at Montgomery 2006 — 2008
Bachelors, Finance and Accounting
John Baka, CIMA® John Baka, CIMA®'s RidgeWorth Investments Experience March 2011 - Present
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
Steve Bendrick Steve Bendrick's RidgeWorth Investments Experience July 2008 - Present
Job Vice President RidgeWorth Investments
Industry Financial Services
Experience
Ridgeworth Investments July 2008 - Present
BNY Mellon Asset Management July 2005 - October 2007
Founders Asset Management 2000 - 2005
Skills
Investments, Mutual Funds, Retirement, Financial Advisory, 401k, Strategic Prospecting, Personal Branding
Education
Regis University 1998 — 2000
MBA, Finance
University of Dayton 1989 — 1994
B.S., Finance
Ridgeworth Investments July 2008 - Present
BNY Mellon Asset Management July 2005 - October 2007
Founders Asset Management 2000 - 2005
Skills
Investments, Mutual Funds, Retirement, Financial Advisory, 401k, Strategic Prospecting, Personal Branding
Education
Regis University 1998 — 2000
MBA, Finance
University of Dayton 1989 — 1994
B.S., Finance
William Laplante William Laplante's RidgeWorth Investments Experience July 2008 - Present
Job Regional Vice President at Ridgeworth Investments
Industry Financial Services
Experience
Ridgeworth Investments July 2008 - Present
Wachovia Bank 2007 - 2008
AXA Enterprise 1999 - 2007
Trust Consultants 1996 - 1999
Principal Financial Group (Trustar Retirement Services) 1996 - 1999
Allmerica Financial 1990 - 1995
Skills
401k, Series 63, Series 7, Mutual Funds, Series 6, Retirement, Series 65, Separately Managed..., Retirement Planning, Investments, Retirement Plan..., Asset Allocation
Education
Nichols College 1986 — 1990
BSBA, Business Management
Ridgeworth Investments July 2008 - Present
Wachovia Bank 2007 - 2008
AXA Enterprise 1999 - 2007
Trust Consultants 1996 - 1999
Principal Financial Group (Trustar Retirement Services) 1996 - 1999
Allmerica Financial 1990 - 1995
Skills
401k, Series 63, Series 7, Mutual Funds, Series 6, Retirement, Series 65, Separately Managed..., Retirement Planning, Investments, Retirement Plan..., Asset Allocation
Education
Nichols College 1986 — 1990
BSBA, Business Management
Julia Short's RidgeWorth Investments Experience September 2004 - Present
Job President and CEO, RidgeWorth Funds
Industry Financial Services
Experience
RidgeWorth Funds June 2007 - Present
RidgeWorth Investments September 2004 - Present
SEI 1994 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Investments, Portfolio Management
Education
University of Pittsburgh 1990 — 1994
B.S., Applied Mathematics with a Physics Minor
RidgeWorth Funds June 2007 - Present
RidgeWorth Investments September 2004 - Present
SEI 1994 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Investments, Portfolio Management
Education
University of Pittsburgh 1990 — 1994
B.S., Applied Mathematics with a Physics Minor
Victor D. Frazier's RidgeWorth Investments Experience January 2014 - Present
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments January 2014 - Present
Touchstone Investments June 2010 - January 2014
Rivesource Investments May 2007 - June 2010
AFBA August 2005 - May 2007
Aim Private Asset Management October 2001 - August 2005
Education
The University of Texas at Austin
Bachelor's degree, Communication, General
RidgeWorth Investments January 2014 - Present
Touchstone Investments June 2010 - January 2014
Rivesource Investments May 2007 - June 2010
AFBA August 2005 - May 2007
Aim Private Asset Management October 2001 - August 2005
Education
The University of Texas at Austin
Bachelor's degree, Communication, General
Bob Neinken Bob Neinken's RidgeWorth Investments Experience January 2004 - January 2009
Job Regional Sales Manager BB&T Retirement and Institutional Services
Industry Banking
Experience
BB&T June 2012 - Present
SunTrust Bank September 2008 - September 2012
RidgeWorth Investments January 2004 - January 2009
SunTrust Bank February 1999 - January 2004
SunTrust Bank January 1985 - February 1999
Sun Bank July 1983 - March 1985
Skills
Wealth Management, Investment Advisory, 401k, Investments, Asset Managment, Series 7, Capital Markets, Financial Services, Banking, Retirement, Investment Banking, Retirement Planning, Credit, Employee Benefits, Commercial Banking, Asset Management
Education
Florida International University 1978 — 1980
BB&T June 2012 - Present
SunTrust Bank September 2008 - September 2012
RidgeWorth Investments January 2004 - January 2009
SunTrust Bank February 1999 - January 2004
SunTrust Bank January 1985 - February 1999
Sun Bank July 1983 - March 1985
Skills
Wealth Management, Investment Advisory, 401k, Investments, Asset Managment, Series 7, Capital Markets, Financial Services, Banking, Retirement, Investment Banking, Retirement Planning, Credit, Employee Benefits, Commercial Banking, Asset Management
Education
Florida International University 1978 — 1980
Blake Jones Blake Jones's RidgeWorth Investments Experience February 2011 - October 2013
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Steve Loncar's RidgeWorth Investments Experience October 2006 - Present
Job Director | Key Account Executive at RidgeWorth Capital Management
Industry Investment Management
Experience
Ridgeworth Investments October 2006 - Present
RidgeWorth Capital Management May 2001 - September 2006
Skills
Mutual Funds, Investments, Investment Strategies, Asset Managment, Portfolio Management, Series 7
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
Masters in Business Adminstration, Finance
Florida State University 1990 — 1994
Ridgeworth Investments October 2006 - Present
RidgeWorth Capital Management May 2001 - September 2006
Skills
Mutual Funds, Investments, Investment Strategies, Asset Managment, Portfolio Management, Series 7
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
Masters in Business Adminstration, Finance
Florida State University 1990 — 1994
Sheraun Britton-Parris's RidgeWorth Investments Experience November 2007 - June 2013
Job Awardwinning marketer with experience building brands for consumer and financial services companies
Industry Financial Services
Experience
Thanks Again September 2015 - Present
SunTrust Bank June 2013 - September 2015
RidgeWorth Investments November 2007 - June 2013
GOAL - A Girl's Journey of Growth November 2008 - May 2010
UNILEVER N.A. April 2004 - November 2006
L'Oréal August 2002 - March 2004
The Consortium for Graduate Study in Management 2000 - 2002
THE BANK OF NEW YORK October 1996 - August 2000
CITIBANK N.A., August 1995 - October 1996
Skills
Marketing Strategy, Budget Management, Advertising, Public Relations, Product Development, Brand Management, Digital Marketing, Integrated Marketing, Marketing Management, Marketing Communications, Online Advertising, Strategic Planning, Product Marketing, Social Media, Positioning, Brand Awareness, Cross-functional Team..., Consumer Products, Social Media Marketing, Strategy, Marketing, Product Launch, Management, Corporate Communications, Sales, Competitive Analysis, Direct Marketing, P, Program Management, Marketing Research
Education
Pathbuilder's Achieva Program- Executive Development for Women 2014 — 2015
Speakeasy 2014 — 2014
Executive Communications Training
University of Rochester - Simon Business School 2000 — 2002
MBA
Hampton University 1991 — 1995
BA
Uniondale High School
Landmark Education 2007 — 2007
Thanks Again September 2015 - Present
SunTrust Bank June 2013 - September 2015
RidgeWorth Investments November 2007 - June 2013
GOAL - A Girl's Journey of Growth November 2008 - May 2010
UNILEVER N.A. April 2004 - November 2006
L'Oréal August 2002 - March 2004
The Consortium for Graduate Study in Management 2000 - 2002
THE BANK OF NEW YORK October 1996 - August 2000
CITIBANK N.A., August 1995 - October 1996
Skills
Marketing Strategy, Budget Management, Advertising, Public Relations, Product Development, Brand Management, Digital Marketing, Integrated Marketing, Marketing Management, Marketing Communications, Online Advertising, Strategic Planning, Product Marketing, Social Media, Positioning, Brand Awareness, Cross-functional Team..., Consumer Products, Social Media Marketing, Strategy, Marketing, Product Launch, Management, Corporate Communications, Sales, Competitive Analysis, Direct Marketing, P, Program Management, Marketing Research
Education
Pathbuilder's Achieva Program- Executive Development for Women 2014 — 2015
Speakeasy 2014 — 2014
Executive Communications Training
University of Rochester - Simon Business School 2000 — 2002
MBA
Hampton University 1991 — 1995
BA
Uniondale High School
Landmark Education 2007 — 2007
Bob Kuberski's RidgeWorth Investments Experience December 2010 - Present
Job Managing Director, National Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments December 2010 - Present
Invesco Ltd. February 2001 - December 2010
Morgan Stanley 1998 - 2001
National Football League 1993 - 2000
United States Navy 1993 - 1995
Skills
Series 7, Series 63, Series 65, Series 24
Education
United States Naval Academy 1989 — 1993
B.S., Political Science
Ridley High School 1986 — 1989
H.S. Diploma
RidgeWorth Investments December 2010 - Present
Invesco Ltd. February 2001 - December 2010
Morgan Stanley 1998 - 2001
National Football League 1993 - 2000
United States Navy 1993 - 1995
Skills
Series 7, Series 63, Series 65, Series 24
Education
United States Naval Academy 1989 — 1993
B.S., Political Science
Ridley High School 1986 — 1989
H.S. Diploma
Ian Bachrach's RidgeWorth Investments Experience April 2013 - Present
Job Managing Director, Marketing at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments April 2013 - Present
Cetera Financial Group February 2010 - March 2013
ING Advisors Network August 2005 - April 2010
ING June 2004 - July 2005
National Australia Bank June 2003 - June 2004
Longitude Inc. 2000 - 2003
Swiss Re 1998 - 2000
Skills
Marketing, Series 24, Financial Services, Series 7, Mutual Funds, Series 63, Investments, FINRA, Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Fixed Annuities, Marketing Strategy, Portfolio Management
Education
Stanford University 1996 — 1997
MA, Sociology/Organizational Behavior
Stanford University 1993 — 1997
BA, Economics
Trinity Preparatory School 1987 — 1993
High School
RidgeWorth Investments April 2013 - Present
Cetera Financial Group February 2010 - March 2013
ING Advisors Network August 2005 - April 2010
ING June 2004 - July 2005
National Australia Bank June 2003 - June 2004
Longitude Inc. 2000 - 2003
Swiss Re 1998 - 2000
Skills
Marketing, Series 24, Financial Services, Series 7, Mutual Funds, Series 63, Investments, FINRA, Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Fixed Annuities, Marketing Strategy, Portfolio Management
Education
Stanford University 1996 — 1997
MA, Sociology/Organizational Behavior
Stanford University 1993 — 1997
BA, Economics
Trinity Preparatory School 1987 — 1993
High School
Dina Romeo Hoeske Dina Romeo Hoeske's RidgeWorth Investments Experience November 2004 - Present
Job Project Manager and Transfer Agent Specialist
Industry Financial Services
Experience
RidgeWorth Investments November 2004 - Present
SEI October 1998 - November 2004
SEI July 1996 - October 1998
SEI June 1994 - July 1996
Skills
Project Management, Relationship Management, Product Launch, Transfer Agency, Shareholder and..., Regulatory Requirements, Mutual Funds
Education
University of Hartford 1990 — 1994
BSBA, Accounting
RidgeWorth Investments November 2004 - Present
SEI October 1998 - November 2004
SEI July 1996 - October 1998
SEI June 1994 - July 1996
Skills
Project Management, Relationship Management, Product Launch, Transfer Agency, Shareholder and..., Regulatory Requirements, Mutual Funds
Education
University of Hartford 1990 — 1994
BSBA, Accounting
Andrew Atkins Andrew Atkins's RidgeWorth Investments Experience February 2006 - Present
Job Vice President & Manager Portfolio Analytics Group at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments February 2006 - Present
RidgeWorth Investments January 2004 - January 2006
Trusco Capital Management October 2001 - January 2004
Skills
Portfolio Management, Lipper, Fixed Income, Bloomberg, Asset Managment, Asset Management, Factset Pa, SPAR,..., First Rate, Advent/APX, Lipper LANA, Morningstar Direct, Microsoft Office..., Portfolio Analysis, Index Fund Management, Investment Product Due..., Asset Allocation, Equities, Mutual Funds, Investments, Competitive Analysis, Financial Risk, Investment Management, Performance Attribution, Investment Research, Investment Risk
Education
University of East London 1998 — 2004
MPhil, Economics
Asbury University 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
MACHS 1989 — 1993
Brockett Elementary
Brockett Elementary
Brockett Elementary
RidgeWorth Investments February 2006 - Present
RidgeWorth Investments January 2004 - January 2006
Trusco Capital Management October 2001 - January 2004
Skills
Portfolio Management, Lipper, Fixed Income, Bloomberg, Asset Managment, Asset Management, Factset Pa, SPAR,..., First Rate, Advent/APX, Lipper LANA, Morningstar Direct, Microsoft Office..., Portfolio Analysis, Index Fund Management, Investment Product Due..., Asset Allocation, Equities, Mutual Funds, Investments, Competitive Analysis, Financial Risk, Investment Management, Performance Attribution, Investment Research, Investment Risk
Education
University of East London 1998 — 2004
MPhil, Economics
Asbury University 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
MACHS 1989 — 1993
Brockett Elementary
Brockett Elementary
Brockett Elementary
Alex Lewin's RidgeWorth Investments Experience March 2012 - April 2013
Job President at Luminary Auto Group
Industry Wireless
Experience
Luminary Auto Group July 2013 - Present
RidgeWorth Investments March 2012 - April 2013
SunTrust Bank May 2011 - February 2012
T-Cellular, Inc. September 2010 - January 2011
AonHewitt June 2009 - June 2010
Skills
Leadership, Software Documentation, People Skills
Education
University of Central Florida
BSBA, Management, Information Technology
Luminary Auto Group July 2013 - Present
RidgeWorth Investments March 2012 - April 2013
SunTrust Bank May 2011 - February 2012
T-Cellular, Inc. September 2010 - January 2011
AonHewitt June 2009 - June 2010
Skills
Leadership, Software Documentation, People Skills
Education
University of Central Florida
BSBA, Management, Information Technology
Frank Edsall III Frank Edsall III's RidgeWorth Investments Experience October 2014 - Present
Job Wealth Advisor Consultant @ Ridgeworth Investments
Industry Financial Services
Experience
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
Gabriel S. Dutra, Jr CIMA Gabriel S. Dutra, Jr CIMA's RidgeWorth Investments Experience March 2011 - Present
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2011 - Present
Allianz Life August 2008 - January 2011
MFS Investment Management December 1998 - June 2008
MFS Investment Management June 1997 - December 1998
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor, Economics
Coyle Cassidy
RidgeWorth Investments March 2011 - Present
Allianz Life August 2008 - January 2011
MFS Investment Management December 1998 - June 2008
MFS Investment Management June 1997 - December 1998
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor, Economics
Coyle Cassidy
Daniella Moiseyev's RidgeWorth Investments Experience July 2008 - March 2013
Job Vice President, T. Rowe Price, Financial Institutions Marketing Leader
Industry Investment Management
Experience
T. Rowe Price April 2013 - Present
RidgeWorth Investments July 2008 - March 2013
Prudential Investments April 2008 - July 2008
Prudential Investments, Wealth Management Solutions Group February 2007 - March 2008
Prudential Investments January 2006 - February 2007
Prudential Investments August 2003 - December 2005
Prudential Insurance August 1999 - July 2003
Prudential Insurance November 1997 - July 1999
Skills
Mutual Funds, Investments, Wealth Management, Retirement, Series 7, Asset Management, Retirement Planning, 401k, Marketing Strategy, Strategic Planning, Competitive Analysis, Budgeting, Defined Contribution, Fixed Income, Bonds, High Yield Bonds, Series 24, Series 63, Series 65
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
MBA, Marketing
FINRA 2009 — 2014
Series 7 & 66 & 24
University of New Orleans 1991 — 1994
BS, Marketing
Ben Franklin High School 1986 — 1990
T. Rowe Price April 2013 - Present
RidgeWorth Investments July 2008 - March 2013
Prudential Investments April 2008 - July 2008
Prudential Investments, Wealth Management Solutions Group February 2007 - March 2008
Prudential Investments January 2006 - February 2007
Prudential Investments August 2003 - December 2005
Prudential Insurance August 1999 - July 2003
Prudential Insurance November 1997 - July 1999
Skills
Mutual Funds, Investments, Wealth Management, Retirement, Series 7, Asset Management, Retirement Planning, 401k, Marketing Strategy, Strategic Planning, Competitive Analysis, Budgeting, Defined Contribution, Fixed Income, Bonds, High Yield Bonds, Series 24, Series 63, Series 65
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
MBA, Marketing
FINRA 2009 — 2014
Series 7 & 66 & 24
University of New Orleans 1991 — 1994
BS, Marketing
Ben Franklin High School 1986 — 1990
Sean Porrello's RidgeWorth Investments Experience May 2013 - Present
Job Chief Technology Officer/Chief Information Security Officer at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments May 2013 - Present
RidgeWorth Investments March 2010 - May 2013
Ridgeworth Capital Management October 2007 - March 2010
Trusco Capital Management June 2005 - June 2007
SunTrust Banks Inc. January 1998 - June 2005
Skills
Management, Fixed Income, Equities, Asset Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Risk Management, Securities, Bloomberg, Trading, Alternative Investments, Investment Management, Equity Research, Wealth Management
Education
The University of Georgia 1991 — 1995
Bachelor of Science (BS), Political Science and Government
RidgeWorth Investments May 2013 - Present
RidgeWorth Investments March 2010 - May 2013
Ridgeworth Capital Management October 2007 - March 2010
Trusco Capital Management June 2005 - June 2007
SunTrust Banks Inc. January 1998 - June 2005
Skills
Management, Fixed Income, Equities, Asset Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Risk Management, Securities, Bloomberg, Trading, Alternative Investments, Investment Management, Equity Research, Wealth Management
Education
The University of Georgia 1991 — 1995
Bachelor of Science (BS), Political Science and Government
Rohit Dewan, CFA's RidgeWorth Investments Experience June 2007 - August 2009
Job Vice President, Investor Relations at Springleaf Financial
Industry Financial Services
Experience
Springleaf Financial Services July 2015 - Present
Consumer Financial Protection Bureau May 2012 - June 2015
Olm Capital August 2009 - May 2012
RidgeWorth Investments June 2007 - August 2009
Jefferies & Company May 2005 - June 2007
Prudential Equity Group April 2004 - May 2005
Mckee and Schalka Real Estate Consulting September 2003 - April 2004
Skills
Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Series 7, Excel, Hedge Funds, Financial Markets, Financial Regulation, Financial Services, Finance
Education
The Johns Hopkins University 1999 — 2003
BA, Economics
Springleaf Financial Services July 2015 - Present
Consumer Financial Protection Bureau May 2012 - June 2015
Olm Capital August 2009 - May 2012
RidgeWorth Investments June 2007 - August 2009
Jefferies & Company May 2005 - June 2007
Prudential Equity Group April 2004 - May 2005
Mckee and Schalka Real Estate Consulting September 2003 - April 2004
Skills
Asset Management, Valuation, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Series 7, Excel, Hedge Funds, Financial Markets, Financial Regulation, Financial Services, Finance
Education
The Johns Hopkins University 1999 — 2003
BA, Economics
Diane (Schlissel) Rosen's RidgeWorth Investments Experience July 2013 - Present
Job Vice President, Marketing at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments July 2013 - Present
JHS Capital Advisors, Inc. March 2012 - June 2013
Self Employed October 2006 - February 2012
AIG Advisor Group August 1997 - September 2006
Skills
Investments, Alternative Investments, Asset Managment, Mutual Funds, Insurance, Investment Advisory
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Business Administration and Management, General
Emory University 1991 — 1995
BA, Mathematics
RidgeWorth Investments July 2013 - Present
JHS Capital Advisors, Inc. March 2012 - June 2013
Self Employed October 2006 - February 2012
AIG Advisor Group August 1997 - September 2006
Skills
Investments, Alternative Investments, Asset Managment, Mutual Funds, Insurance, Investment Advisory
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Business Administration and Management, General
Emory University 1991 — 1995
BA, Mathematics
Matt Poland's RidgeWorth Investments Experience 2005 - 2007
Job Manager, Investment Analysis at Emory Investment Management
Industry Investment Management
Experience
Emory Investment Management June 2013 - Present
Emory Investment Management December 2007 - June 2013
RidgeWorth Investments 2005 - 2007
SunTrust Robinson Humphrey 2003 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Finance
University of Tennessee-Knoxville 1997 — 2001
BS Business Administration, Finance
Emory Investment Management June 2013 - Present
Emory Investment Management December 2007 - June 2013
RidgeWorth Investments 2005 - 2007
SunTrust Robinson Humphrey 2003 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Finance
University of Tennessee-Knoxville 1997 — 2001
BS Business Administration, Finance
Dana Keithley's RidgeWorth Investments Experience July 2006 - November 2010
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
RidgeWorth Capital Management (formerly known as Trusco Capital Management) November 2010 - May 2012
RidgeWorth Investments July 2006 - November 2010
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Asset Management, Equities, Organizational Structure, Basketball, MS Project, Project Planning, Project Implementation, Project Coordination, Business Planning, Asset Managment, Economics, Bloomberg Terminal
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Fidelity Investments June 2012 - Present
RidgeWorth Capital Management (formerly known as Trusco Capital Management) November 2010 - May 2012
RidgeWorth Investments July 2006 - November 2010
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Asset Management, Equities, Organizational Structure, Basketball, MS Project, Project Planning, Project Implementation, Project Coordination, Business Planning, Asset Managment, Economics, Bloomberg Terminal
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Paul J Pilcher's RidgeWorth Investments Experience May 2008 - June 2010
Job Vice President, Retirement and SubAdvised Group(DCIO) at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman Director of Retirement DistributionCalamos InvestmentsJune 2010 - March 2012
Ridgeworth Investments May 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2008
Education
University of Georgia - Terry College of Business 1995 — 2000
Bachelor of Business Administration (BBA), Finance
Neuberger Berman Director of Retirement DistributionCalamos InvestmentsJune 2010 - March 2012
Ridgeworth Investments May 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2008
Education
University of Georgia - Terry College of Business 1995 — 2000
Bachelor of Business Administration (BBA), Finance
Robert Zakem's RidgeWorth Investments Experience May 2011 - July 2015
Job Director at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Diana Hanlin's RidgeWorth Investments Experience May 2008 - October 2010
Job Senior Vice President, Compliance at Citi Fund Services
Industry Financial Services
Experience
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Citi Fund Services October 2010 - Present
RidgeWorth Funds May 2008 - October 2010
RidgeWorth Investments May 2008 - October 2010
BB&T April 2007 - May 2008
BISYS December 1996 - March 2007
Skills
Mutual Funds, Securities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Equities, Fixed Income, Investments, FINRA
Education
The Ohio State University 1992 — 1996
B.A.
Brian P Malone's RidgeWorth Investments Experience January 2015 - Present
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments January 2015 - Present
Campbell & Co, Inc July 2008 - December 2014
M&T Bank September 2006 - July 2008
Legg Mason June 2001 - July 2006
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, FINRA, Sales Management, Wealth Management, Financial Advisory, Portfolio Management, Series 63, Series 7, Series 6, Asset Managment, Retirement Planning
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gilman School 1990 — 1994
RidgeWorth Investments January 2015 - Present
Campbell & Co, Inc July 2008 - December 2014
M&T Bank September 2006 - July 2008
Legg Mason June 2001 - July 2006
Skills
Mutual Funds, Investments, Alternative Investments, Asset Allocation, FINRA, Sales Management, Wealth Management, Financial Advisory, Portfolio Management, Series 63, Series 7, Series 6, Asset Managment, Retirement Planning
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Gilman School 1990 — 1994
Mitchell Izumi's RidgeWorth Investments Experience June 2011 - December 2013
Job Senior Managing Director at Quincy Capital Partners, LLC
Industry Investment Management
Experience
Quincy Capital Partners, LLC July 2015 - Present
RidgeWorth Investments June 2011 - December 2013
Guggenheim Funds October 2009 - June 2011
Deutsche Asset Management April 2006 - May 2009
DWS Investments/Deutsche Bank April 2003 - April 2006
Schneider Logistics Payment Services, Inc. October 2002 - April 2003
UBS PaineWebber May 1999 - December 2001
Midwest Alliance Group December 1998 - May 1999
BNP Securites (U.S.A.) December 1996 - July 1997
Finacor Vendome, Inc. 1994 - 1996
Skills
Mutual Funds, Series 7, CRM, Business Planning, Investments, Management, Cross-functional Team..., Sales Management, Entrepreneurship, Marketing, Sales Operations, Asset Management, Portfolio Management, Sales, Fixed Annuities, Securities, Public Speaking, Wealth Management..., Asset Allocation, Training, Sales Process, Variable Annuities, High Net Worth..., Negotiation, Alternative Investments, Analysis, Estate Planning, Wealth Management, Strategic Partnerships, Leadership
Education
Northern Illinois University 1982 — 1986
B.S., Finance
Quincy Capital Partners, LLC July 2015 - Present
RidgeWorth Investments June 2011 - December 2013
Guggenheim Funds October 2009 - June 2011
Deutsche Asset Management April 2006 - May 2009
DWS Investments/Deutsche Bank April 2003 - April 2006
Schneider Logistics Payment Services, Inc. October 2002 - April 2003
UBS PaineWebber May 1999 - December 2001
Midwest Alliance Group December 1998 - May 1999
BNP Securites (U.S.A.) December 1996 - July 1997
Finacor Vendome, Inc. 1994 - 1996
Skills
Mutual Funds, Series 7, CRM, Business Planning, Investments, Management, Cross-functional Team..., Sales Management, Entrepreneurship, Marketing, Sales Operations, Asset Management, Portfolio Management, Sales, Fixed Annuities, Securities, Public Speaking, Wealth Management..., Asset Allocation, Training, Sales Process, Variable Annuities, High Net Worth..., Negotiation, Alternative Investments, Analysis, Estate Planning, Wealth Management, Strategic Partnerships, Leadership
Education
Northern Illinois University 1982 — 1986
B.S., Finance
Tedra DeSue's RidgeWorth Investments Experience July 2013 - September 2013
Job Examinations Writer at LOMA
Industry Writing and Editing
Experience
LOMA August 2015 - Present
Seeking Alpha March 2012 - August 2015
Hexagon AB February 2015 - May 2015
Nonko Trading January 2015 - 2015
DataFox Intelligence, Inc. 2015 - 2015
The Cockrell Group March 2012 - 2015
The Motley Fool June 2012 - August 2014
RidgeWorth Investments July 2013 - September 2013
Patch.com 2010 - 2012
The Bond Buyer February 2000 - August 2008
Education
DePauw University
Bachelor of Arts
DePauw University
Bachelor of Arts (B.A.)
Douglass High School
Bachelor of Arts (B.A.)
LOMA August 2015 - Present
Seeking Alpha March 2012 - August 2015
Hexagon AB February 2015 - May 2015
Nonko Trading January 2015 - 2015
DataFox Intelligence, Inc. 2015 - 2015
The Cockrell Group March 2012 - 2015
The Motley Fool June 2012 - August 2014
RidgeWorth Investments July 2013 - September 2013
Patch.com 2010 - 2012
The Bond Buyer February 2000 - August 2008
Education
DePauw University
Bachelor of Arts
DePauw University
Bachelor of Arts (B.A.)
Douglass High School
Bachelor of Arts (B.A.)
Ian Friedlander's RidgeWorth Investments Experience May 2007 - August 2007
Job Manager Financial Planning and Analysis at Veritiv
Industry Insurance
Experience
Veritiv August 2014 - Present
Veritiv April 2013 - August 2014
Allstate December 2011 - April 2013
Allstate September 2010 - December 2011
RidgeWorth Investments May 2007 - August 2007
Skills
Finance
Education
University of Georgia - Terry College of Business 2008 — 2009
Bachelors of Business Administration, Finance
Veritiv August 2014 - Present
Veritiv April 2013 - August 2014
Allstate December 2011 - April 2013
Allstate September 2010 - December 2011
RidgeWorth Investments May 2007 - August 2007
Skills
Finance
Education
University of Georgia - Terry College of Business 2008 — 2009
Bachelors of Business Administration, Finance
Jessica Friedlander's RidgeWorth Investments Experience March 2012 - Present
Job Interactive Marketing Associate at RidgeWorth Investments
Industry Marketing and Advertising
Experience
RidgeWorth Investments March 2012 - Present
RidgeWorth Investments August 2008 - March 2012
Initiative March 2008 - August 2008
Skills
Digital Marketing, Advertising, Marketing Communications, Marketing Strategy, Interactive Marketing, Competitive Analysis, Email Marketing, Online Advertising, Direct Marketing, Media Planning, Media Buying, Digital Strategy, Integrated Marketing, Relationship Management, Mobile Marketing, Interactive Advertising, Campaign Management
Education
University of Georgia - Grady College of Journalism 2004 — 2007
ABJ, Advertising
University of Georgia - Terry College of Business 2004 — 2007
BBA, Marketing
RidgeWorth Investments March 2012 - Present
RidgeWorth Investments August 2008 - March 2012
Initiative March 2008 - August 2008
Skills
Digital Marketing, Advertising, Marketing Communications, Marketing Strategy, Interactive Marketing, Competitive Analysis, Email Marketing, Online Advertising, Direct Marketing, Media Planning, Media Buying, Digital Strategy, Integrated Marketing, Relationship Management, Mobile Marketing, Interactive Advertising, Campaign Management
Education
University of Georgia - Grady College of Journalism 2004 — 2007
ABJ, Advertising
University of Georgia - Terry College of Business 2004 — 2007
BBA, Marketing
Jeff Markunas's RidgeWorth Investments Experience 1992 - 2011
Job Portfolio Manager and Principal at The London Company of Virginia
Industry Investment Management
Experience
The London Company of Virginia January 2013 - Present
Independent Investment Professional July 2012 - December 2012
SunTrust Bank March 2011 - July 2012
IronOak Advisors March 2008 - March 2011
RidgeWorth Investments 1992 - 2011
Trusco Capital Management 2000 - 2008
Crestar Asset Management 1992 - 2000
Skills
Equities, Portfolio Management, Investments, Asset Management, Asset Managment, Fixed Income, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Wealth Management
Education
CFA Institute 1982 — 1984
Chartered Financial Analyst(CFA), Investments
Virginia Commonwealth University - School of Business 1981 — 1983
MS, Finance
College of the Holy Cross 1974 — 1978
Bachelor of Arts (B.A.), English, Cum Laude
Simsbury high school
Simsbury high school
Simsbury high school
Simsbury high school
The London Company of Virginia January 2013 - Present
Independent Investment Professional July 2012 - December 2012
SunTrust Bank March 2011 - July 2012
IronOak Advisors March 2008 - March 2011
RidgeWorth Investments 1992 - 2011
Trusco Capital Management 2000 - 2008
Crestar Asset Management 1992 - 2000
Skills
Equities, Portfolio Management, Investments, Asset Management, Asset Managment, Fixed Income, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Wealth Management
Education
CFA Institute 1982 — 1984
Chartered Financial Analyst(CFA), Investments
Virginia Commonwealth University - School of Business 1981 — 1983
MS, Finance
College of the Holy Cross 1974 — 1978
Bachelor of Arts (B.A.), English, Cum Laude
Simsbury high school
Simsbury high school
Simsbury high school
Simsbury high school
Aisha Walden's RidgeWorth Investments Experience March 2014 - March 2015
Job Experienced Executive Assistant
Industry Broadcast Media
Experience
RidgeWorth Investments March 2014 - March 2015
Digital Imaging Solutions 2012 - 2013
Johnson & Johnson 2005 - 2010
UCB Pharma 2001 - 2005
Skills
Customer Service, Access, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Final Cut Pro, Motion Graphics, Soundtrack Pro, Photoshop, InDesign, Video Editing, Television Production, Multitasking Skills, Process Improvement, Creative Problem Solving, Ordering Office Supplies, Meeting Planning
Education
Kean University 2007 — 2011
B.A., Media & Film
Kennesaw State University 2000 — 2000
Certificate, Event Planning
RidgeWorth Investments March 2014 - March 2015
Digital Imaging Solutions 2012 - 2013
Johnson & Johnson 2005 - 2010
UCB Pharma 2001 - 2005
Skills
Customer Service, Access, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Final Cut Pro, Motion Graphics, Soundtrack Pro, Photoshop, InDesign, Video Editing, Television Production, Multitasking Skills, Process Improvement, Creative Problem Solving, Ordering Office Supplies, Meeting Planning
Education
Kean University 2007 — 2011
B.A., Media & Film
Kennesaw State University 2000 — 2000
Certificate, Event Planning
Douglas Farmer, CFA, CIPM's RidgeWorth Investments Experience June 2006 - Present
Job Portfolio Analyst, GIPS Compliance at RidgeWorth Investments
Industry Investment Management
Experience
RidgeWorth Investments June 2006 - Present
Skills
Portfolio Analytics, Risk Measurement, Quantitative Analysis, GIPS Compliance, Investment Management, Performance Measurement, Performance Analysis, Financial Services, FactSet PA/SPAR, Advent APX, Morningstar Direct, Lipper LANA, First Rate, StatPro Composites
Education
Carnegie Mellon University - Tepper School of Business 1974 — 1976
MBA
Franklin & Marshall College 1970 — 1974
BA
RidgeWorth Investments June 2006 - Present
Skills
Portfolio Analytics, Risk Measurement, Quantitative Analysis, GIPS Compliance, Investment Management, Performance Measurement, Performance Analysis, Financial Services, FactSet PA/SPAR, Advent APX, Morningstar Direct, Lipper LANA, First Rate, StatPro Composites
Education
Carnegie Mellon University - Tepper School of Business 1974 — 1976
MBA
Franklin & Marshall College 1970 — 1974
BA
Matthew Edelstein's RidgeWorth Investments Experience 2000 - 2012
Job Senior Equipment Appraiser at Sencer Appraisal Associates, Inc.
Industry Financial Services
Experience
Sencer Appraisal Associates, Inc. March 2007 - Present
RidgeWorth Investments 2000 - 2012
Phoenix Systems inc. 1999 - 2000
State Street 1996 - 1999
Skills
Valuation, Appraisals, Fair Market Value, Machinery, Customer Service, Fair Value, Purchase Price..., Expert Witness, Heavy Equipment, Arbitration, Public Speaking, Research, Project Management, Leadership, Mutual Funds, Financial Accounting, Asset Management
Education
University of Florida 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Sencer Appraisal Associates, Inc. March 2007 - Present
RidgeWorth Investments 2000 - 2012
Phoenix Systems inc. 1999 - 2000
State Street 1996 - 1999
Skills
Valuation, Appraisals, Fair Market Value, Machinery, Customer Service, Fair Value, Purchase Price..., Expert Witness, Heavy Equipment, Arbitration, Public Speaking, Research, Project Management, Leadership, Mutual Funds, Financial Accounting, Asset Management
Education
University of Florida 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY