Roger Engemann & Associates
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1969 Parent organizations: Virtus Investment Partners Inc., Phoenix Companies
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Roger Engemann & Associates Employees
Employee
Years
Job
Industry
Gail Cortese Gail Cortese's Roger Engemann & Associates Experience June 1994 - February 1996
Job Senior National Account Manager
Industry Financial Services
Experience
John Hancock Financial Services May 2005 - December 2013
Manulife Financial March 2001 - May 2005
Wood Logan Associates March 1999 - December 2001
Wood Logan Associates February 1996 - March 1999
Roger Engemann & Associates June 1994 - February 1996
Roger Engemann & Associates April 1990 - June 1994
Integrated Resources Equity Corp. October 1987 - January 1990
Skills
Fixed Annuities, Separately Managed..., Sales, Variable Annuities, New Business Development, Marketing, Customer Service, Business Relationship..., 529 Plans, 401k, Mutual Funds, Business Planning, Product Launch, Cross Selling, Competitive Intelligence, Negotiation, Strategy, Relationship Management, Financial Services, Wealth Management, Series 7, Investments, Retirement Planning
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
John Hancock Financial Services May 2005 - December 2013
Manulife Financial March 2001 - May 2005
Wood Logan Associates March 1999 - December 2001
Wood Logan Associates February 1996 - March 1999
Roger Engemann & Associates June 1994 - February 1996
Roger Engemann & Associates April 1990 - June 1994
Integrated Resources Equity Corp. October 1987 - January 1990
Skills
Fixed Annuities, Separately Managed..., Sales, Variable Annuities, New Business Development, Marketing, Customer Service, Business Relationship..., 529 Plans, 401k, Mutual Funds, Business Planning, Product Launch, Cross Selling, Competitive Intelligence, Negotiation, Strategy, Relationship Management, Financial Services, Wealth Management, Series 7, Investments, Retirement Planning
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
Liz Roll Liz Roll's Roger Engemann & Associates Experience January 1992 - January 1997
Job Vendor Relations at Health Net
Industry Marketing and Advertising
Experience
Health Net June 2012 - Present
Alliance January 2010 - June 2012
Puchlik Design Associates, Inc. 2011 - 2012
Russ Reid Company December 2003 - November 2009
CREATIVE CORPORATE SOLUTIONS January 1997 - January 2003
ROGER ENGEMANN & ASSOCIATES January 1992 - January 1997
Skills
Marketing, Direct Mail, Advertising, Cross-functional Team..., Strategic Planning, Microsoft Excel, Project Management, Internal Communications, Event Management, Budgets, Content Development, Training, Non-profits, PowerPoint, Lotus Notes, Outlook, SAP, Newsletters, CS4, Press Releases, Photoshop, Six Sigma
Education
Northern Arizona University
Bachelor of Science, Journalism
Health Net June 2012 - Present
Alliance January 2010 - June 2012
Puchlik Design Associates, Inc. 2011 - 2012
Russ Reid Company December 2003 - November 2009
CREATIVE CORPORATE SOLUTIONS January 1997 - January 2003
ROGER ENGEMANN & ASSOCIATES January 1992 - January 1997
Skills
Marketing, Direct Mail, Advertising, Cross-functional Team..., Strategic Planning, Microsoft Excel, Project Management, Internal Communications, Event Management, Budgets, Content Development, Training, Non-profits, PowerPoint, Lotus Notes, Outlook, SAP, Newsletters, CS4, Press Releases, Photoshop, Six Sigma
Education
Northern Arizona University
Bachelor of Science, Journalism
Jennifer Hoelscher Jennifer Hoelscher's Roger Engemann & Associates Experience 1992 - 1996
Job AVP, Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
Chris Candelaria Chris Candelaria's Roger Engemann & Associates Experience February 2000 - May 2002
Job
Industry Investment Management
Experience
First Republic Bank Private Wealth Management February 2014 - Present
MyVest Advisors January 2013 - February 2014
BNY Mellon Beta & Transition Management September 2010 - December 2012
Managed Portfolio Advisors a Division of Natixis Global Associates May 2003 - September 2010
Banc of America Capital Management, LLC May 2002 - May 2003
Roger Engemann & Associates February 2000 - May 2002
Skills
Alternative Investments, Asset Managment, Bonds, Wealth Management, Trading, Back Office, Financial Services, Portfolio Management, Asset Allocation, FX Options, Derivatives, Investments, Fund Accounting, Bloomberg, Relationship Management, Corporate Actions, Investment Advisory, Financial Markets, Investment Strategies, Series 7, Series 63, Transition Management, Futures Trading, Overlay, UMA, Mutual Funds, Global Custody, Series 65, ETFs, Separately Managed..., Investment Advisory..., investment, Investment Advisor...
Education
Saint Mary's College of California 2006 — 2008
MBA, Business Administration
University of Redlands 1993 — 1997
B.S., Business/Economics
First Republic Bank Private Wealth Management February 2014 - Present
MyVest Advisors January 2013 - February 2014
BNY Mellon Beta & Transition Management September 2010 - December 2012
Managed Portfolio Advisors a Division of Natixis Global Associates May 2003 - September 2010
Banc of America Capital Management, LLC May 2002 - May 2003
Roger Engemann & Associates February 2000 - May 2002
Skills
Alternative Investments, Asset Managment, Bonds, Wealth Management, Trading, Back Office, Financial Services, Portfolio Management, Asset Allocation, FX Options, Derivatives, Investments, Fund Accounting, Bloomberg, Relationship Management, Corporate Actions, Investment Advisory, Financial Markets, Investment Strategies, Series 7, Series 63, Transition Management, Futures Trading, Overlay, UMA, Mutual Funds, Global Custody, Series 65, ETFs, Separately Managed..., Investment Advisory..., investment, Investment Advisor...
Education
Saint Mary's College of California 2006 — 2008
MBA, Business Administration
University of Redlands 1993 — 1997
B.S., Business/Economics
Jim Campagna, CFA's Roger Engemann & Associates Experience June 1995 - October 1997
Job Senior Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
John Heddon, PMP's Roger Engemann & Associates Experience 1997 - 2002
Job Agency Manager at First American Title
Industry Financial Services
Experience
First American Title August 2015 - Present
RealEC Technologies May 2014 - August 2015
First American Title July 2012 - November 2013
Decision Ready Solutions September 2011 - June 2012
Old Republic Default Management Services February 2010 - September 2011
First American Title May 2002 - March 2009
Roger Engemann & Associates 1997 - 2002
T. Rowe Price 1994 - 1997
Skills
Mortgage Lending, Business Analysis, Process Improvement, Real Estate, Risk Management, Analysis, Business Development, Portfolio Management, Leadership, Product Development, Management, Vendor Management, Business Intelligence, Financial Analysis, Sales, Mortgage Banking, Team Building, Strategic Planning, Finance, Account Management, Insurance, Credit, Contract Negotiation, Banking, Training, Customer Service, Investments, Business Process..., Mortgage Servicing, CRM, Loan Servicing, Executive Management, Loans
Education
Biola University 1990 — 1993
First American Title August 2015 - Present
RealEC Technologies May 2014 - August 2015
First American Title July 2012 - November 2013
Decision Ready Solutions September 2011 - June 2012
Old Republic Default Management Services February 2010 - September 2011
First American Title May 2002 - March 2009
Roger Engemann & Associates 1997 - 2002
T. Rowe Price 1994 - 1997
Skills
Mortgage Lending, Business Analysis, Process Improvement, Real Estate, Risk Management, Analysis, Business Development, Portfolio Management, Leadership, Product Development, Management, Vendor Management, Business Intelligence, Financial Analysis, Sales, Mortgage Banking, Team Building, Strategic Planning, Finance, Account Management, Insurance, Credit, Contract Negotiation, Banking, Training, Customer Service, Investments, Business Process..., Mortgage Servicing, CRM, Loan Servicing, Executive Management, Loans
Education
Biola University 1990 — 1993
Chris Maddox's Roger Engemann & Associates Experience 1996 - 1997
Job Chief Marketing Officer at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. April 2015 - Present
Columbia Management 2007 - March 2014
Columbia Management 2005 - 2007
Columbia Management 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Jackson 1998 - 2000
Roger Engemann & Associates 1996 - 1997
Stein Roe & Farnham 1994 - 1995
Stein Roe & Farnham 1993 - 1994
Stein Roe & Farnham 1992 - 1993
Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications
Education
Roosevelt University
Graduate School of Business
Washburn University
BBA, Finance and Economics
Tuck Executive Education at Dartmouth University
GWG Holdings, Inc. April 2015 - Present
Columbia Management 2007 - March 2014
Columbia Management 2005 - 2007
Columbia Management 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Jackson 1998 - 2000
Roger Engemann & Associates 1996 - 1997
Stein Roe & Farnham 1994 - 1995
Stein Roe & Farnham 1993 - 1994
Stein Roe & Farnham 1992 - 1993
Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications
Education
Roosevelt University
Graduate School of Business
Washburn University
BBA, Finance and Economics
Tuck Executive Education at Dartmouth University
Meggy Han's Roger Engemann & Associates Experience October 2000 - March 2001
Job Senior Accountant
Industry Entertainment
Experience
WARNER DIGITAL DISTRIBUTION, June 2013 - September 2013
PARAMOUNT PICTURES March 2012 - June 2013
The Walt Disney Company December 2011 - January 2012
Warner Home Video August 2003 - November 2011
Warner Studio Facilities (Burbank, California) March 2001 - July 2003
Roger Engemann & Associates October 2000 - March 2001
Warner Home Video April 1998 - May 2000
Skills
SAP R/3, Hyperion, Microsoft Office, Accounting, Journal Entries, Reconciliation, Accounts Payable, General Ledger, Fixed Assets, Accruals, Forecasting, Account Reconciliation, Variance Analysis, GAAP, Financial Modeling, Cash Flow, Finance, SAP, Budgets
Education
California State University-Los Angeles
Bachelor Science Degree in Business Administration, Accounting
WARNER DIGITAL DISTRIBUTION, June 2013 - September 2013
PARAMOUNT PICTURES March 2012 - June 2013
The Walt Disney Company December 2011 - January 2012
Warner Home Video August 2003 - November 2011
Warner Studio Facilities (Burbank, California) March 2001 - July 2003
Roger Engemann & Associates October 2000 - March 2001
Warner Home Video April 1998 - May 2000
Skills
SAP R/3, Hyperion, Microsoft Office, Accounting, Journal Entries, Reconciliation, Accounts Payable, General Ledger, Fixed Assets, Accruals, Forecasting, Account Reconciliation, Variance Analysis, GAAP, Financial Modeling, Cash Flow, Finance, SAP, Budgets
Education
California State University-Los Angeles
Bachelor Science Degree in Business Administration, Accounting
Frank Lugo's Roger Engemann & Associates Experience July 1999 - July 2000
Job Senior Investment Officer at Catalyst Corp. FCU
Industry Banking
Experience
Catalyst Corp. FCU March 2012 - Present
WesCorp FCU October 2001 - June 2012
WesCorp October 2001 - March 2012
La Salle Bank/ ABN Amro Bank July 2000 - May 2001
Roger Engemann & Associates July 1999 - July 2000
Titan Value Equities March 1991 - July 1999
Skills
Golf, Investments, Derivatives, Fixed Income, Loans, Financial Institutions, Portfolio Management, Banking, ALM, Financial Planning, Customer Relations, Credit, Coaching, Marketing Strategy, Cash Management, New Business Development
Education
Mt. San Antonio College 1974 — 1977
AA, Liberal Arts
Catalyst Corp. FCU March 2012 - Present
WesCorp FCU October 2001 - June 2012
WesCorp October 2001 - March 2012
La Salle Bank/ ABN Amro Bank July 2000 - May 2001
Roger Engemann & Associates July 1999 - July 2000
Titan Value Equities March 1991 - July 1999
Skills
Golf, Investments, Derivatives, Fixed Income, Loans, Financial Institutions, Portfolio Management, Banking, ALM, Financial Planning, Customer Relations, Credit, Coaching, Marketing Strategy, Cash Management, New Business Development
Education
Mt. San Antonio College 1974 — 1977
AA, Liberal Arts
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