RS Funds
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12 RS Funds employees in database. Find out everything there's to know about RS Funds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RS Funds Employees
LPL Financial June 2013 - Present
RS Funds November 2008 - April 2013
Morgan Stanley 2007 - 2008
Skills
Series 63, Series 7, Business Planning, Business Development, Sales, Mutual Funds, Asset Allocation, Asset Management, Financial Services, Wealth Management, Alternative Investments, Securities
Education
Trinity College-Hartford 2002 — 2006
Bachelor's of Science, Economics
Nationwide Insurance March 2013 - March 2014
Lighthouse Capital Corporation April 2011 - January 2012
RS Funds August 2008 - May 2009
John Hancock Life Insurance Company (U.S.A.) June 2006 - July 2008
UBS March 2003 - June 2006
UBS November 1999 - March 2003
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Financial Advisory, Series 6, Sales, Sales Process, Wealth, Series 7, Series 63, Securities, Investments, Retirement Planning, Asset Management, Fixed Income
Education
Ithaca College 1988 — 1993
B.S., Business Administration, Business Management
Wells Fargo Home Mortgage January 2015 - Present
PNC October 2011 - December 2014
RS Funds October 2007 - October 2008
Touchstone Investments November 2003 - October 2007
Skills
Mortgage Lending, Loan Origination, Loans, Mortgage, Mortgage Banking, VA loans, Refinance, FHA financing, FHA Financing, Residential Mortgages, VA Loans, Investment Properties, Sales, Real Estate, FHA, Credit, Banking, Credit Analysis, USDA
Education
Miami University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing
Marco Ophthalmic July 2015 - Present
INSURICA April 2012 - July 2015
RS Funds October 2010 - February 2012
RS Funds February 2007 - October 2010
Waddell & Reed July 2006 - February 2007
Waddell & Reed January 2006 - July 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Marketing Strategy, Commercial Insurance, Employee Benefits, Property & Casualty..., Health Insurance, General Insurance, Portfolio Management, Sales, Insurance, Risk Management, Financial Services
Education
SUNY Albany 2004 — 2006
Dual Bachelor's Degree, Management & Finance
Worcester Polytechnic Institute 2001 — 2004
Civil Engineering, Management
Hartford Funds May 2013 - Present
RS Funds December 2004 - April 2013
Skills
Sales, Public Speaking, Investment Advisory, Seminars, Equity Trading, Equity Research, Fixed Income Analysis, Financial Planning, Investments, Securities, 401k, Financial Advisory, Retirement, Wealth Management, Alternative Investments, Series 63
Education
Iona College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Guardian Wholesaler University
New York Life & MainStay Investments May 2015 - Present
RS Investments November 2010 - May 2015
RS Funds January 2010 - November 2010
Fidelity Investments January 2009 - October 2009
Fidelity Investments May 2007 - December 2008
Fidelity Investments March 2006 - May 2007
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2004 - September 2006
East Coast Hockey League and Elite European Leagues September 1992 - April 2003
Skills
Retirement Planning, Series 7, Fixed Income, Investments, Hedge Funds, Wealth Management, Financial Advisory, Wealth, Finance, Mutual Funds, Series 63, Asset Allocation, Trading, Retirement, Alternative Investments, Asset Management
Education
The Ohio State University 1988 — 1993
BA, Journalism
Bolvin Wealth Management Group November 2014 - Present
LPL Financial November 2012 - November 2014
RS Funds February 2010 - November 2012
AG Edwards August 2005 - February 2010
G. Edwards & Sons, Inc August 2005 - February 2010
AG Edwards August 2005 - October 2009
Bob Havern State Senate September 2006 - November 2006
Putnam Investments August 2003 - August 2005
Putnam Investments August 2003 - August 2005
Putnam Investments 2003 - 2005
Skills
Sales, Strategic Financial..., Financial Services, Series 7, Series 63, Wealth Management, Market Research, Asset Managment, Mutual Funds, Marketing, Relationship Management, Email Marketing, Investments, Retirement Planning, Direct Marketing, Business Development, Financial Analysis, Salesforce.com, Fixed Annuities, Social Media Marketing, Fixed Income, Asset Management
Education
Tufts University 1999 — 2003
Bachelor's degree
Tufts University 1999 — 2003
Bachelor of Arts
Tufts University 1999 — 2003
Bachelor of Arts
Arlington High 1996 — 1999
American Beacon Advisors November 2012 - Present
RS Funds January 2009 - November 2012
The Hartford September 2003 - January 2009
Education
University of Pennsylvania 1999 — 2003
RS Funds July 2009 - Present
BlackRock April 2005 - December 2008
Education
University of Massachusetts, Amherst 2000 — 2005
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Transamerica April 2015 - Present
Strategic Capital Distributors July 2013 - April 2015
RS Funds January 2004 - July 2013
Dreyfus September 2001 - January 2004
Bank of Oklahoma January 1998 - November 1999
Skills
Series 7, Investments, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Investment Strategies, Wealth Management, Separately Managed..., Portfolio Management, Investment Management, Bonds, Financial Advisory
Education
Arizona State University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison