Rorer Asset Management
Industry: Company
DescriptionHeadquarters: Prides Crossing, Beverly, MA Founded: 1978 Parent organization: Affiliated Managers Group
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Rorer Asset Management Employees
Employee
Years
Job
Industry
Bo Barrickman Bo Barrickman's Rorer Asset Management Experience 2000 - 2000
Job Sales and Solutions Manager at SunGard Alternative Investments
Industry Information Technology and Services
Experience
SunGard January 2006 - Present
Accenture December 2003 - January 2006
RBC Capital Markets 2002 - 2002
Hirtle, Callaghan & Co. 2001 - 2001
Rorer Asset Management 2000 - 2000
Skills
Hedge Funds, Investments, Business Intelligence, Private Equity, Business Analysis, Alternative Investments, Fund Accounting, Direct Sales, Sales Presentations, Asset Management, Derivatives, Equities, Financial Analysis, Risk Management, SDLC, Trading Systems
Education
Penn State University 1999 — 2002
Bachelor of Science (B.S.), Finance and Economics
SunGard January 2006 - Present
Accenture December 2003 - January 2006
RBC Capital Markets 2002 - 2002
Hirtle, Callaghan & Co. 2001 - 2001
Rorer Asset Management 2000 - 2000
Skills
Hedge Funds, Investments, Business Intelligence, Private Equity, Business Analysis, Alternative Investments, Fund Accounting, Direct Sales, Sales Presentations, Asset Management, Derivatives, Equities, Financial Analysis, Risk Management, SDLC, Trading Systems
Education
Penn State University 1999 — 2002
Bachelor of Science (B.S.), Finance and Economics
Matthew Hildebrand Matthew Hildebrand's Rorer Asset Management Experience August 1993 - December 2004
Job Line Manager, FAS Internal Sales
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard August 2011 - October 2012
Vanguard December 2005 - August 2011
Managers Investment Group January 2005 - December 2005
Rorer Asset Management August 1993 - December 2004
Education
Temple University - Fox School of Business and Management 1994 — 1998
BA, Marketing
La Salle College High School 1989 — 1993
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard August 2011 - October 2012
Vanguard December 2005 - August 2011
Managers Investment Group January 2005 - December 2005
Rorer Asset Management August 1993 - December 2004
Education
Temple University - Fox School of Business and Management 1994 — 1998
BA, Marketing
La Salle College High School 1989 — 1993
Shawn Quigg's Rorer Asset Management Experience August 2001 - May 2004
Job Senior Analyst & Portfolio Manager
Industry Financial Services
Experience
Quad Capital October 2012 - June 2015
Susquehanna International Group January 2009 - October 2012
Susquehanna International Group, LLP (SIG) January 2007 - January 2009
Susquehanna International Group, LLP (SIG) May 2005 - January 2007
Criterion Research Group May 2004 - May 2005
Rorer Asset Management August 2001 - May 2004
Rorer Asset Management August 2000 - August 2001
Skills
Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Trading, Options, Series 7, Hedge Funds, Bloomberg, Valuation, Alternative Investments, Market Making, Proprietary Trading, Series 63, Volatility, Analysis, Financial Services, Mutual Funds, Capital Markets, Strategy, Insurance, Equity Derivatives, Equity Research, Management, Financial Modeling, DCF, Derivatives, Investment Strategies, Risk Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 1999
BS, Finance
Quad Capital October 2012 - June 2015
Susquehanna International Group January 2009 - October 2012
Susquehanna International Group, LLP (SIG) January 2007 - January 2009
Susquehanna International Group, LLP (SIG) May 2005 - January 2007
Criterion Research Group May 2004 - May 2005
Rorer Asset Management August 2001 - May 2004
Rorer Asset Management August 2000 - August 2001
Skills
Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Trading, Options, Series 7, Hedge Funds, Bloomberg, Valuation, Alternative Investments, Market Making, Proprietary Trading, Series 63, Volatility, Analysis, Financial Services, Mutual Funds, Capital Markets, Strategy, Insurance, Equity Derivatives, Equity Research, Management, Financial Modeling, DCF, Derivatives, Investment Strategies, Risk Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 1999
BS, Finance
Joe Lavin, CIMA®, AIF® Joe Lavin, CIMA®, AIF®'s Rorer Asset Management Experience 1994 - 2005
Job Vice President at CBRE Clarion Real Estate Securities
Industry Financial Services
Experience
CBRE Clarion Real Estate Securities May 2011 - Present
Tradition Capital Management September 2005 - May 2011
Rorer Asset Management 1994 - 2005
Education
Temple University - Fox School of Business and Management 1990 — 1994
CBRE Clarion Real Estate Securities May 2011 - Present
Tradition Capital Management September 2005 - May 2011
Rorer Asset Management 1994 - 2005
Education
Temple University - Fox School of Business and Management 1990 — 1994
Jason Lavallee Jason Lavallee's Rorer Asset Management Experience February 2001 - September 2001
Job Chief Operating Officer at eLocal.com
Industry Online Media
Experience
eLocal.com February 2010 - Present
Managers Investment Group February 2001 - February 2010
Rorer Asset Management February 2001 - September 2001
Skills
Business Intelligence, Social Media, Financial Services, SEO, Social Media Marketing, Email Marketing, SEM, Business Development, Google Analytics, Online Advertising, Business Strategy, Marketing Strategy, Marketing, Networking, Investments, Online Marketing, Vendor Management, Project Management, Project Planning, Creative Problem Solving, Analytic Problem Solving, Web Services, Operations Management, Team Building, Team Management, Strategy, Account Management, CRM, PPC, Start-ups, Product Management, E-commerce, Web Analytics, Entrepreneurship, Web Marketing, Analytics, Strategic Partnerships, Product Marketing, Competitive Analysis, B2B, User Experience, Digital Strategy, Sales Operations, Advertising, Lead Generation, Management, Strategic Planning, Leadership, Asset Management, New Business Development
Education
Drexel University 1997 — 2002
sandwich high school 1994 — 1997
eLocal.com February 2010 - Present
Managers Investment Group February 2001 - February 2010
Rorer Asset Management February 2001 - September 2001
Skills
Business Intelligence, Social Media, Financial Services, SEO, Social Media Marketing, Email Marketing, SEM, Business Development, Google Analytics, Online Advertising, Business Strategy, Marketing Strategy, Marketing, Networking, Investments, Online Marketing, Vendor Management, Project Management, Project Planning, Creative Problem Solving, Analytic Problem Solving, Web Services, Operations Management, Team Building, Team Management, Strategy, Account Management, CRM, PPC, Start-ups, Product Management, E-commerce, Web Analytics, Entrepreneurship, Web Marketing, Analytics, Strategic Partnerships, Product Marketing, Competitive Analysis, B2B, User Experience, Digital Strategy, Sales Operations, Advertising, Lead Generation, Management, Strategic Planning, Leadership, Asset Management, New Business Development
Education
Drexel University 1997 — 2002
sandwich high school 1994 — 1997
Bruce Aronow Bruce Aronow's Rorer Asset Management Experience January 1999 - December 2005
Job CEO eLocal.com
Industry Internet
Experience
eLocal.com July 2008 - Present
Managers Investment Group January 2005 - June 2008
Rorer Asset Management January 1999 - December 2005
PricewaterhouseCoopers May 1987 - December 1998
Education
Penn State University 1983 — 1987
BS, Accounting
eLocal.com July 2008 - Present
Managers Investment Group January 2005 - June 2008
Rorer Asset Management January 1999 - December 2005
PricewaterhouseCoopers May 1987 - December 1998
Education
Penn State University 1983 — 1987
BS, Accounting
Jennifer Michaelsen Jennifer Michaelsen's Rorer Asset Management Experience 1999 - 2000
Job Financial Planner and Insurance Specialist
Industry Capital Markets
Experience
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Steven Greene Steven Greene's Rorer Asset Management Experience January 2000 - August 2002
Job Sr. Digital Product Manager at Anthem
Industry Internet
Experience
Anthem July 2015 - Present
PointRoll August 2013 - June 2015
hibu November 2010 - August 2013
True Action June 2008 - November 2010
Cyber Flow Solutions October 2007 - May 2008
Standard Electronics June 2004 - September 2007
Rorer Asset Management January 2000 - August 2002
Skills
Product Management, Digital Marketing, Web Analytics, Dinosaurs, Product Marketing, Marketing Strategy, Digital Strategy, Online Advertising, E-commerce, Display Advertising, Comparison Shopping..., SEM, Mobile Marketing, Omniture, SEO, Media Buying, Sales, Affiliate Marketing
Education
Georgetown University
Master of Business Administration (MBA)
The George Washington University
Bachelor of Business Administration (B.B.A.), Finance
Anthem July 2015 - Present
PointRoll August 2013 - June 2015
hibu November 2010 - August 2013
True Action June 2008 - November 2010
Cyber Flow Solutions October 2007 - May 2008
Standard Electronics June 2004 - September 2007
Rorer Asset Management January 2000 - August 2002
Skills
Product Management, Digital Marketing, Web Analytics, Dinosaurs, Product Marketing, Marketing Strategy, Digital Strategy, Online Advertising, E-commerce, Display Advertising, Comparison Shopping..., SEM, Mobile Marketing, Omniture, SEO, Media Buying, Sales, Affiliate Marketing
Education
Georgetown University
Master of Business Administration (MBA)
The George Washington University
Bachelor of Business Administration (B.B.A.), Finance
Andrew Cobb Andrew Cobb's Rorer Asset Management Experience 2002 - 2002
Job Analyst at Kingdom Ridge Capital
Industry Investment Management
Experience
Kingdom Ridge Capital June 2015 - Present
Tectonic Investments June 2014 - May 2015
BlueCrest Capital Management, LLP May 2013 - May 2014
Moore Capital Management April 2010 - December 2012
Citi March 2008 - March 2010
The Galleon Group January 2006 - February 2008
Agnos Group, LLC January 2005 - December 2005
Mosaic Asset Management, LP March 2003 - December 2004
Rorer Asset Management 2002 - 2002
Skills
Bloomberg, Microsoft Excel, Chartered Financial..., Hedge Funds, Investments, Financial Analysis, Financial Modeling, Equity Valuation, Equity Research, Equities, Portfolio Management, Valuation, Investment Management
Education
Middlebury College 1999 — 2003
Bachelor of Arts (BA), Economics
Middlesex School 1996 — 1998
Kingdom Ridge Capital June 2015 - Present
Tectonic Investments June 2014 - May 2015
BlueCrest Capital Management, LLP May 2013 - May 2014
Moore Capital Management April 2010 - December 2012
Citi March 2008 - March 2010
The Galleon Group January 2006 - February 2008
Agnos Group, LLC January 2005 - December 2005
Mosaic Asset Management, LP March 2003 - December 2004
Rorer Asset Management 2002 - 2002
Skills
Bloomberg, Microsoft Excel, Chartered Financial..., Hedge Funds, Investments, Financial Analysis, Financial Modeling, Equity Valuation, Equity Research, Equities, Portfolio Management, Valuation, Investment Management
Education
Middlebury College 1999 — 2003
Bachelor of Arts (BA), Economics
Middlesex School 1996 — 1998
Pat Hoffman's Rorer Asset Management Experience May 2000 - June 2005
Job Director at Legg Mason, LLC
Industry Investment Management
Experience
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Josh Yocum's Rorer Asset Management Experience April 2001 - September 2002
Job Fixed Income Investment Liaison at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2012 - Present
T. Rowe Price April 2007 - June 2012
T. Rowe Price November 2005 - April 2007
Waddell & Reed September 2004 - October 2005
Philadelphia Insurance Companies April 2003 - September 2003
Rorer Asset Management April 2001 - September 2002
Skills
Series 7, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement, Financial Modeling
Education
Loyola College in Maryland 2009 — 2013
MSF, Finance
Drexel University - LeBow College of Business 1999 — 2004
BS, Business/Finance
West Chester University of Pennsylvania 2003 — 2004
Business Administration
T. Rowe Price July 2012 - Present
T. Rowe Price April 2007 - June 2012
T. Rowe Price November 2005 - April 2007
Waddell & Reed September 2004 - October 2005
Philadelphia Insurance Companies April 2003 - September 2003
Rorer Asset Management April 2001 - September 2002
Skills
Series 7, Fixed Income, Investments, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement, Financial Modeling
Education
Loyola College in Maryland 2009 — 2013
MSF, Finance
Drexel University - LeBow College of Business 1999 — 2004
BS, Business/Finance
West Chester University of Pennsylvania 2003 — 2004
Business Administration
Frank Natale, CIMA's Rorer Asset Management Experience September 1995 - December 2004
Job SVP at Logan Circle Partners
Industry Financial Services
Experience
Logan Circle Partners Director, Wealth Management GroupBrandywine GlobalJanuary 2005 - October 2011
Rorer Asset Management September 1995 - December 2004
CoreStates 1992 - 1995
Skills
Due Diligence, Financial Modeling, Client Services, Risk Management, Securities, Credit Analysis, Private Equity, Corporate Finance, Credit, Bloomberg, Retirement, Bonds
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
LaSalle High School
Logan Circle Partners Director, Wealth Management GroupBrandywine GlobalJanuary 2005 - October 2011
Rorer Asset Management September 1995 - December 2004
CoreStates 1992 - 1995
Skills
Due Diligence, Financial Modeling, Client Services, Risk Management, Securities, Credit Analysis, Private Equity, Corporate Finance, Credit, Bloomberg, Retirement, Bonds
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
LaSalle High School
Jon Kraus's Rorer Asset Management Experience January 2001 - April 2005
Job Assistant Vice President at AMG Funds
Industry Investment Management
Experience
AMG Funds July 2010 - Present
AMG Funds April 2005 - July 2010
Rorer Asset Management January 2001 - April 2005
Skills
Investments, Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Managment, Equities, Data Analysis, Asset Allocation, Investment Strategies
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Economics
AMG Funds July 2010 - Present
AMG Funds April 2005 - July 2010
Rorer Asset Management January 2001 - April 2005
Skills
Investments, Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Managment, Equities, Data Analysis, Asset Allocation, Investment Strategies
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Economics
Brian Wadley's Rorer Asset Management Experience 1994 - 2004
Job Vice President Trading/Portfolio Administration Clark Capital Mgt
Industry Financial Services
Experience
Clark Capital Mgt November 2007 - Present
PFPC June 2007 - October 2007
Managers Investment Group 2004 - 2007
Rorer Asset Management 1994 - 2004
Skills
Valuation, Financial Analysis, Hedge Funds, Process Improvement, Portfolio Management, Securities, Separately Managed..., Financial Services, Mutual Funds, Finance, Series 7, Financial Markets, Investment Strategies, Due Diligence, Wealth Management, Trading, Risk Management, Private Equity, Investment Advisory, Retirement, ETFs, Trading Systems, Strategic Financial..., Capital Markets, Fixed Income, Equities, Bloomberg, Investments, Mergers & Acquisitions, Equity Research, Asset Allocation, Back Office, Asset Management, Investment Management, Series 63, Strategic Planning, Alternative Investments, Retirement Planning, Microsoft Excel
Education
Pennsylvania State University
Clark Capital Mgt November 2007 - Present
PFPC June 2007 - October 2007
Managers Investment Group 2004 - 2007
Rorer Asset Management 1994 - 2004
Skills
Valuation, Financial Analysis, Hedge Funds, Process Improvement, Portfolio Management, Securities, Separately Managed..., Financial Services, Mutual Funds, Finance, Series 7, Financial Markets, Investment Strategies, Due Diligence, Wealth Management, Trading, Risk Management, Private Equity, Investment Advisory, Retirement, ETFs, Trading Systems, Strategic Financial..., Capital Markets, Fixed Income, Equities, Bloomberg, Investments, Mergers & Acquisitions, Equity Research, Asset Allocation, Back Office, Asset Management, Investment Management, Series 63, Strategic Planning, Alternative Investments, Retirement Planning, Microsoft Excel
Education
Pennsylvania State University
Daniel Zajac, CFP®, AIF®, CLU's Rorer Asset Management Experience March 2002 - September 2002
Job Partner at SimoneZajac Wealth Management Group, LLC Writer at FinanceAndFlipFlops.com
Industry Financial Services
Experience
Simone Zajac Wealth Management Group January 2015 - Present
SimoneZajac Wealth Management Group, LLC October 2004 - Present
www.financeandflipflops.com July 2014 - Present
Rorer Asset Management March 2002 - September 2002
Skills
Investments, Securities, Wealth Management, Strategic Financial..., Retirement Planning, Equities, Finance, Estate Planning, Financial Planners, Investment Management, 401k, Life Insurance, Disability Insurance, Long-term Care, Wealth Management...
Education
Drexel University - LeBow College of Business 2000 — 2004
B.S in Business Administration, Finance
Simone Zajac Wealth Management Group January 2015 - Present
SimoneZajac Wealth Management Group, LLC October 2004 - Present
www.financeandflipflops.com July 2014 - Present
Rorer Asset Management March 2002 - September 2002
Skills
Investments, Securities, Wealth Management, Strategic Financial..., Retirement Planning, Equities, Finance, Estate Planning, Financial Planners, Investment Management, 401k, Life Insurance, Disability Insurance, Long-term Care, Wealth Management...
Education
Drexel University - LeBow College of Business 2000 — 2004
B.S in Business Administration, Finance
Andrew Goerlich's Rorer Asset Management Experience 1999 - 2005
Job Owner, AWG Painting Company
Industry Construction
Experience
AWG Residential Painting September 2006 - Present
PFPC 2005 - 2006
Rorer Asset Management 1999 - 2005
Skills
Project Management, Financial Services, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Advisory
Education
Syracuse University 1990 — 1994
AWG Residential Painting September 2006 - Present
PFPC 2005 - 2006
Rorer Asset Management 1999 - 2005
Skills
Project Management, Financial Services, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Advisory
Education
Syracuse University 1990 — 1994
Robert Sheahan's Rorer Asset Management Experience January 2006 - August 2007
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Harrison Jacobs's Rorer Asset Management Experience 2000 - 2002
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage July 2015 - Present
The Toner Group (Formerly TDG Brokerage) October 2012 - July 2015
NSM Insurance Group 2010 - November 2012
Hershey Systems October 2009 - September 2010
Frontline Placement Technologies July 2007 - June 2009
The Elite Group, LLC 2002 - July 2007
Rorer Asset Management 2000 - 2002
Skills
Risk Management, Insurance, Commercial Insurance, Life Insurance, Long Term Care Insurance, Professional Liability, Operational Risk..., Disability Insurance, Business Networking, Solution Selling, Property & Casualty..., Business Development, Strategic Financial..., New Business Development, SaaS, Asset Management, Investments, Leadership, Mutual Funds, Sales, Sales Operations, Underwriting, Employee Benefits, Cold Calling, Management, Finance, Marketing Strategy, Small Business, Financial Services, Health Insurance, Long-term Care, Mergers & Acquisitions, Fixed Annuities, Securities, Retirement, Brokers, Relationship Management, Retirement Planning, Executive Management, Account Management, Wealth Management, Start-ups, Financial Advisory
Education
Ohio Wesleyan University 1991 — 1995
BA, Accounting
The Haverford School 1983 — 1991
HS
Highland Capital Brokerage July 2015 - Present
The Toner Group (Formerly TDG Brokerage) October 2012 - July 2015
NSM Insurance Group 2010 - November 2012
Hershey Systems October 2009 - September 2010
Frontline Placement Technologies July 2007 - June 2009
The Elite Group, LLC 2002 - July 2007
Rorer Asset Management 2000 - 2002
Skills
Risk Management, Insurance, Commercial Insurance, Life Insurance, Long Term Care Insurance, Professional Liability, Operational Risk..., Disability Insurance, Business Networking, Solution Selling, Property & Casualty..., Business Development, Strategic Financial..., New Business Development, SaaS, Asset Management, Investments, Leadership, Mutual Funds, Sales, Sales Operations, Underwriting, Employee Benefits, Cold Calling, Management, Finance, Marketing Strategy, Small Business, Financial Services, Health Insurance, Long-term Care, Mergers & Acquisitions, Fixed Annuities, Securities, Retirement, Brokers, Relationship Management, Retirement Planning, Executive Management, Account Management, Wealth Management, Start-ups, Financial Advisory
Education
Ohio Wesleyan University 1991 — 1995
BA, Accounting
The Haverford School 1983 — 1991
HS
Allison Casey's Rorer Asset Management Experience 2001 - 2005
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Janney Montgomery Scott July 2007 - Present
Janney Montgomery Scott January 2005 - July 2007
Rorer Asset Management 2001 - 2005
Janney Montgomery Scott June 1998 - August 2000
Skills
Investment Strategies, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Series 7, Series 63, Series 65, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, ETFs, Equities, Estate Planning, Finance, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Management, Long-term Care, Personal Financial..., Portfolio Management, Retirement Planning, Securities, Separately Managed..., Series 6, Trading, Wealth, Wealth Management, Wealth Management..., Financial Planning, Life Insurance, Mutual Funds
Education
College for Financial Planning 2007 — 2010
Personal Financial Planning
Penn State University 1997 — 2001
BS, Finance
Janney Montgomery Scott July 2007 - Present
Janney Montgomery Scott January 2005 - July 2007
Rorer Asset Management 2001 - 2005
Janney Montgomery Scott June 1998 - August 2000
Skills
Investment Strategies, Investments, Financial Services, Investment Advisory, Strategic Financial..., Retirement, Series 7, Series 63, Series 65, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, ETFs, Equities, Estate Planning, Finance, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Management, Long-term Care, Personal Financial..., Portfolio Management, Retirement Planning, Securities, Separately Managed..., Series 6, Trading, Wealth, Wealth Management, Wealth Management..., Financial Planning, Life Insurance, Mutual Funds
Education
College for Financial Planning 2007 — 2010
Personal Financial Planning
Penn State University 1997 — 2001
BS, Finance
Brad Daniels, CFA's Rorer Asset Management Experience May 2004 - September 2006
Job Portfolio Manager at Fox Asset Management
Industry Investment Management
Experience
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Raluca Ratiu's Rorer Asset Management Experience August 2001 - June 2005
Job Vice President, Overlay Portfolio Manager at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
Pershing, a BNY Mellon company April 2013 - June 2013
Pershing, a BNY Mellon company May 2007 - June 2013
The McNamara Group LLC December 2006 - May 2007
Janney Montgomery Scott June 2005 - December 2006
Rorer Asset Management August 2001 - June 2005
Skills
Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Wealth Management, Asset Allocation, Securities, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Camden 1997 — 2001
Bachelor of Science (B.S.), Finance, General
PNC July 2013 - Present
Pershing, a BNY Mellon company April 2013 - June 2013
Pershing, a BNY Mellon company May 2007 - June 2013
The McNamara Group LLC December 2006 - May 2007
Janney Montgomery Scott June 2005 - December 2006
Rorer Asset Management August 2001 - June 2005
Skills
Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Wealth Management, Asset Allocation, Securities, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-Camden 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Chris Cirino's Rorer Asset Management Experience September 1996 - October 2004
Job Fixed Income Trader at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services January 2007 - Present
Delaware Investments October 2004 - December 2006
Rorer Asset Management September 1996 - October 2004
Skills
Structured Products, Municipal Bonds, Government Bonds, Bloomberg, Microsoft Excel, Employee Training
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Finance, General
LPL Financial Services January 2007 - Present
Delaware Investments October 2004 - December 2006
Rorer Asset Management September 1996 - October 2004
Skills
Structured Products, Municipal Bonds, Government Bonds, Bloomberg, Microsoft Excel, Employee Training
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Finance, General
Aaron De Angelis, CPA's Rorer Asset Management Experience January 1998 - May 2004
Job Chief Compliance Officer at Spring Mountain Capital, LP
Industry Financial Services
Experience
Spring Mountain Capital, LP January 2008 - Present
Brandywine Global Investment Management May 2004 - March 2007
Rorer Asset Management January 1998 - May 2004
United States Securities & Exchange Comission 1991 - 1997
Skills
Securities, Investments, Risk Management, Mutual Funds, Equities, Asset Management, Hedge Funds, Investment Advisory, Wealth Management, Fixed Income, FINRA, Trading, Financial Services, Alternative Investments, Series 63, Due Diligence, Asset Allocation, AML, Series 24, Fund Of Funds, Investment Management, SEC, Investment Strategies, Securities Regulation, Broker-Dealer, OFAC, USA PATRIOT Act, KYC, Bloomberg, Capital Markets, Equity Trading, Series 65, Investment Advisers Act, Corporate Governance, Separately Managed...
Education
La Salle University - School of Business Administration 1981 — 1986
Bachelor's degree, Accounting and Finance
Friends School 1978 — 1981
Spring Mountain Capital, LP January 2008 - Present
Brandywine Global Investment Management May 2004 - March 2007
Rorer Asset Management January 1998 - May 2004
United States Securities & Exchange Comission 1991 - 1997
Skills
Securities, Investments, Risk Management, Mutual Funds, Equities, Asset Management, Hedge Funds, Investment Advisory, Wealth Management, Fixed Income, FINRA, Trading, Financial Services, Alternative Investments, Series 63, Due Diligence, Asset Allocation, AML, Series 24, Fund Of Funds, Investment Management, SEC, Investment Strategies, Securities Regulation, Broker-Dealer, OFAC, USA PATRIOT Act, KYC, Bloomberg, Capital Markets, Equity Trading, Series 65, Investment Advisers Act, Corporate Governance, Separately Managed...
Education
La Salle University - School of Business Administration 1981 — 1986
Bachelor's degree, Accounting and Finance
Friends School 1978 — 1981
Deanna Perry, CIMA®, AIF®'s Rorer Asset Management Experience July 2001 - June 2005
Job Vice President, Regional Consultant at Manning & Napier
Industry Investment Management
Experience
Manning & Napier March 2006 - Present
Rorer Asset Management July 2001 - June 2005
J.C. Bradford & Co., PaineWebber, UBS October 1994 - July 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science in Business Administration, Finance
Manning & Napier March 2006 - Present
Rorer Asset Management July 2001 - June 2005
J.C. Bradford & Co., PaineWebber, UBS October 1994 - July 2001
Education
University of Evansville 1990 — 1994
Bachelor of Science in Business Administration, Finance
Peter Landreth's Rorer Asset Management Experience May 2000 - January 2002
Job Valley Green Capital
Industry Commercial Real Estate
Experience
Valley Green Capital June 2013 - Present
SEI Investments March 2011 - January 2013
SEI Investments March 2006 - March 2011
SEI Investments August 2005 - March 2006
SEI Investments August 2004 - August 2005
Tower Bridge Advisors January 2003 - January 2004
Rorer Asset Management May 2000 - January 2002
Skills
Investments, Process Improvement, Equities, Financial Services, Microsoft Excel, Quality Control, Project Management, Microsoft Office, Security APL, OnBase, Outsourcing, Workflow Applications, Separately Managed..., Real Estate Economics, Real Estate Development, Commercial Real Estate, Commercial Lending, Business Development
Education
Dickinson College 2000 — 2004
BA, Economics
Chestnut Hill Academy 1996 — 2000
Valley Green Capital June 2013 - Present
SEI Investments March 2011 - January 2013
SEI Investments March 2006 - March 2011
SEI Investments August 2005 - March 2006
SEI Investments August 2004 - August 2005
Tower Bridge Advisors January 2003 - January 2004
Rorer Asset Management May 2000 - January 2002
Skills
Investments, Process Improvement, Equities, Financial Services, Microsoft Excel, Quality Control, Project Management, Microsoft Office, Security APL, OnBase, Outsourcing, Workflow Applications, Separately Managed..., Real Estate Economics, Real Estate Development, Commercial Real Estate, Commercial Lending, Business Development
Education
Dickinson College 2000 — 2004
BA, Economics
Chestnut Hill Academy 1996 — 2000
Suzanne Hannigan, CFA's Rorer Asset Management Experience May 1996 - March 2009
Job Investment Professional Experienced in Buy and Sell Side Equity Analysis and Portfolio Management
Industry Investment Management
Experience
MLV & Co July 2014 - 2015
Janney Montgomery Scott June 2009 - July 2014
Rorer Asset Management May 1996 - March 2009
CoreStates Investment Advisors September 1992 - April 1996
CoreStates Bank April 1988 - September 1992
Merrill Lynch December 1980 - December 1986
Skills
Equities, Investments, Asset Management, Portfolio Management, Capital Markets, Securities, Bloomberg, Fixed Income, Financial Analysis, Series 7, Chartered Financial...
Education
Holy Family University 1985 — 1987
ba, management
MLV & Co July 2014 - 2015
Janney Montgomery Scott June 2009 - July 2014
Rorer Asset Management May 1996 - March 2009
CoreStates Investment Advisors September 1992 - April 1996
CoreStates Bank April 1988 - September 1992
Merrill Lynch December 1980 - December 1986
Skills
Equities, Investments, Asset Management, Portfolio Management, Capital Markets, Securities, Bloomberg, Fixed Income, Financial Analysis, Series 7, Chartered Financial...
Education
Holy Family University 1985 — 1987
ba, management
Jean Fidone-Schroer's Rorer Asset Management Experience June 1998 - December 2004
Job Vice President at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Cliff Storms's Rorer Asset Management Experience June 1990 - June 2009
Job Investment Professional/Portfolio Manager
Industry Investment Management
Experience
Advisor June 2009 - Present
Rorer Asset Management June 1990 - June 2009
Rorer Asset management 1990 - 2009
Kaplan Smith and Assoc. 1986 - 1987
Value Line 1982 - 1984
Skills
Asset Allocation
Education
University of North Carolina at Chapel Hill 1984 — 1986
mba, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
mba, business
Dickinson College 1978 — 1982
ba, english
Edgemont High School 1975 — 1977
High School
Advisor June 2009 - Present
Rorer Asset Management June 1990 - June 2009
Rorer Asset management 1990 - 2009
Kaplan Smith and Assoc. 1986 - 1987
Value Line 1982 - 1984
Skills
Asset Allocation
Education
University of North Carolina at Chapel Hill 1984 — 1986
mba, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
mba, business
Dickinson College 1978 — 1982
ba, english
Edgemont High School 1975 — 1977
High School
Chip Lee's Rorer Asset Management Experience January 1997 - February 2000
Job Senior Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust November 2012 - Present
Brown Brothers Harriman February 2000 - October 2012
Rorer Asset Management January 1997 - February 2000
Wolf Webb Burke and Campbell January 1995 - January 1997
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, Fixed Income, Asset Allocation, Series 7, Business Development, Alternative Investments, Multi-generational..., Strategic Financial..., Asset Management, Private Equity, Financial Modeling, Corporate Finance, Investment Management, Due Diligence, Mergers & Acquisitions, Cash Management, Relationship Management, Hedge Funds, Wealth Management..., Series 65, Trust Services, Wealth, Valuation, Investment Strategies, Investment Banking, Finance, Capital Markets, Risk Management, Financial Analysis, Venture Capital, Equity Research, Trading, Financial Services, Financial Advisory, Series 63, Bloomberg, Mutual Funds, Leveraged Finance, Investment Advisory, ETFs, High Net Worth..., Estate Tax Planning, Banking
Education
Bucknell University
Bachelor of Arts (B.A.), Psychology
Chestnut Hill Academy
Pennsylvania Trust November 2012 - Present
Brown Brothers Harriman February 2000 - October 2012
Rorer Asset Management January 1997 - February 2000
Wolf Webb Burke and Campbell January 1995 - January 1997
Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, Fixed Income, Asset Allocation, Series 7, Business Development, Alternative Investments, Multi-generational..., Strategic Financial..., Asset Management, Private Equity, Financial Modeling, Corporate Finance, Investment Management, Due Diligence, Mergers & Acquisitions, Cash Management, Relationship Management, Hedge Funds, Wealth Management..., Series 65, Trust Services, Wealth, Valuation, Investment Strategies, Investment Banking, Finance, Capital Markets, Risk Management, Financial Analysis, Venture Capital, Equity Research, Trading, Financial Services, Financial Advisory, Series 63, Bloomberg, Mutual Funds, Leveraged Finance, Investment Advisory, ETFs, High Net Worth..., Estate Tax Planning, Banking
Education
Bucknell University
Bachelor of Arts (B.A.), Psychology
Chestnut Hill Academy
Liz McNulty's Rorer Asset Management Experience October 1993 - July 2003
Job Senior Internal Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Berkshire Real Estate Advisors January 2012 - December 2013
TCP Global Investment Management LLC March 2010 - October 2011
Rorer Asset Management October 1993 - July 2003
Skills
Financial Services, ETFs,, Mutual Funds,, Model Portfolios, Relationship Management, Coaching, Sales Prospecting, Presentation Skills
Education
Ithaca College
Bachelor's Degree, Communications
Vanguard January 2014 - Present
Berkshire Real Estate Advisors January 2012 - December 2013
TCP Global Investment Management LLC March 2010 - October 2011
Rorer Asset Management October 1993 - July 2003
Skills
Financial Services, ETFs,, Mutual Funds,, Model Portfolios, Relationship Management, Coaching, Sales Prospecting, Presentation Skills
Education
Ithaca College
Bachelor's Degree, Communications
Karen Kirk's Rorer Asset Management Experience December 1998 - May 2004
Job Director of Operations
Industry Financial Services
Experience
Copeland Capital Management August 2009 - Present
Managers Investment Group May 2004 - November 2008
Rorer Asset Management December 1998 - May 2004
Radnor Capital Management June 1997 - December 1998
Meridian Investment Company June 1988 - September 1996
Skills
Investments, Asset Managment, Financial Services, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Securities, Asset Management, Investment Advisory, Bloomberg, ETFs, Equity Research, Valuation, Bonds, Equity Trading, Trading Systems, Trading, Financial Markets, Financial Advisory, Electronic Trading, Back Office, Separately Managed..., Private Equity, FINRA, Due Diligence, Financial Modeling, Structured Products, Middle Office, Corporate Actions
Education
Immaculata University 1997 — 2000
Bachelors, Business Management
Ursinus College 1991 — 1996
Associates, Business Management
Copeland Capital Management August 2009 - Present
Managers Investment Group May 2004 - November 2008
Rorer Asset Management December 1998 - May 2004
Radnor Capital Management June 1997 - December 1998
Meridian Investment Company June 1988 - September 1996
Skills
Investments, Asset Managment, Financial Services, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Securities, Asset Management, Investment Advisory, Bloomberg, ETFs, Equity Research, Valuation, Bonds, Equity Trading, Trading Systems, Trading, Financial Markets, Financial Advisory, Electronic Trading, Back Office, Separately Managed..., Private Equity, FINRA, Due Diligence, Financial Modeling, Structured Products, Middle Office, Corporate Actions
Education
Immaculata University 1997 — 2000
Bachelors, Business Management
Ursinus College 1991 — 1996
Associates, Business Management
Ron Major, CFP®'s Rorer Asset Management Experience 2001 - 2004
Job Sr. Consultant Strategic Market Access
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Lincoln Financial Distributors December 2004 - June 2013
Rorer Asset Management 2001 - 2004
Delaware Investments 1997 - 2001
Skills
Sales Management, Wholesaling, Series 63, Series 6, Retirement Planning, Investments, Series 7, Annuity, Insurance
Education
Penn State University
Lincoln Financial Group July 2013 - Present
Lincoln Financial Distributors December 2004 - June 2013
Rorer Asset Management 2001 - 2004
Delaware Investments 1997 - 2001
Skills
Sales Management, Wholesaling, Series 63, Series 6, Retirement Planning, Investments, Series 7, Annuity, Insurance
Education
Penn State University
Denise Iemolo's Rorer Asset Management Experience 1998 - 2005
Job Vice President, Marketing and Client Relations
Industry Financial Services
Experience
The Feinman Group LLC March 2013 - Present
Managers Investment Group, LLC January 2005 - May 2005
Rorer Asset Management 1998 - 2005
Miller, Anderson & Sherrerd, LLP June 1995 - January 1998
SEI Corporation October 1992 - June 1995
Skills
Asset Managment, Investments, Relationship Management, Risk Management, Hedge Funds, Investment Management, 401k, Insurance, Fixed Income, Equities, Investment Strategies, Strategic Planning, Asset Allocation, Finance, Private Equity, Trading, Mutual Funds, Investor Relations, Asset Management, Strategic Financial..., Series 65, Portfolio Management, Process Improvement, Securities, Separately Managed..., Series 63, Wealth Management, Microsoft Excel, Due Diligence, Project Management, Institutional, Bloomberg, Investment Advisory, Business Analysis, Series 6, Financial Reporting, Financial Services, Financial Analysis, Client Services, Fund Of Funds
Education
Villanova University, MBA 1994 — 1997
MBA
The Catholic University of America 1987 — 1991
Bachelor of Arts, Finance
The Feinman Group LLC March 2013 - Present
Managers Investment Group, LLC January 2005 - May 2005
Rorer Asset Management 1998 - 2005
Miller, Anderson & Sherrerd, LLP June 1995 - January 1998
SEI Corporation October 1992 - June 1995
Skills
Asset Managment, Investments, Relationship Management, Risk Management, Hedge Funds, Investment Management, 401k, Insurance, Fixed Income, Equities, Investment Strategies, Strategic Planning, Asset Allocation, Finance, Private Equity, Trading, Mutual Funds, Investor Relations, Asset Management, Strategic Financial..., Series 65, Portfolio Management, Process Improvement, Securities, Separately Managed..., Series 63, Wealth Management, Microsoft Excel, Due Diligence, Project Management, Institutional, Bloomberg, Investment Advisory, Business Analysis, Series 6, Financial Reporting, Financial Services, Financial Analysis, Client Services, Fund Of Funds
Education
Villanova University, MBA 1994 — 1997
MBA
The Catholic University of America 1987 — 1991
Bachelor of Arts, Finance
Philip McMunigal, CFA's Rorer Asset Management Experience 1999 - 2006
Job Vice President, Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
kavita narielwala's Rorer Asset Management Experience 2000 - 2004
Job Grant and Contracts Administrator at University of Pennsylvania Office of Research Services
Industry Higher Education
Experience
University of Pennsylvania - Office of Research Services November 2013 - Present
Thomas Jefferson University March 2012 - August 2013
University of Pennsylvania November 2004 - March 2012
Rorer Asset Management 2000 - 2004
Skills
Financial Accounting, Financial Reporting, Operating Budgets, Budget Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Data Analysis, Analysis, Invoicing, Accounting, Budgets, Payroll, PeopleSoft, Management, Finance, Access, Variance Analysis, Human Resources
Education
Mithibai College 1985 — 1988
Associates, Accounting and Finance
Mary Immaculate Girls High School
HIGH SCHOOL
University of Pennsylvania - Office of Research Services November 2013 - Present
Thomas Jefferson University March 2012 - August 2013
University of Pennsylvania November 2004 - March 2012
Rorer Asset Management 2000 - 2004
Skills
Financial Accounting, Financial Reporting, Operating Budgets, Budget Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Data Analysis, Analysis, Invoicing, Accounting, Budgets, Payroll, PeopleSoft, Management, Finance, Access, Variance Analysis, Human Resources
Education
Mithibai College 1985 — 1988
Associates, Accounting and Finance
Mary Immaculate Girls High School
HIGH SCHOOL
Bridget H. Cooper's Rorer Asset Management Experience August 2001 - December 2004
Job Senior Associate, Mondrian Investment Partners
Industry Investment Management
Experience
Mondrian Investment Partners January 2005 - Present
Rorer Asset Management August 2001 - December 2004
Deutsche Bank August 1998 - June 2001
Education
Mount Saint Mary's College 1994 — 1998
Bachelor of Science (B.S.), Business/Commerce, General
bishop shanahan
Mondrian Investment Partners January 2005 - Present
Rorer Asset Management August 2001 - December 2004
Deutsche Bank August 1998 - June 2001
Education
Mount Saint Mary's College 1994 — 1998
Bachelor of Science (B.S.), Business/Commerce, General
bishop shanahan
Dee Bostick's Rorer Asset Management Experience March 1977 - July 2009
Job
Industry Investment Management
Experience
Copeland Capital August 2009 - Present
Rorer Asset Management March 1977 - July 2009
Education
Pennsylvania State University-Penn State Abington
The Lankenau School
Copeland Capital August 2009 - Present
Rorer Asset Management March 1977 - July 2009
Education
Pennsylvania State University-Penn State Abington
The Lankenau School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY