Rydex Investments
Industry: Finance company
DescriptionHeadquarters: Rockville, MD Founder: A.P. Viragh Founded: July 12, 1993
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Rydex Investments Employees
Employee
Years
Job
Industry
Steven Schumacher Steven Schumacher's Rydex Investments Experience April 2006 - November 2009
Job Regional Director MN/ND/SD with Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management March 2013 - Present
Goldman Sachs Asset Management November 2009 - Present
Rydex Investments April 2006 - November 2009
Allstate Financial October 2002 - March 2006
CDW 2000 - 2002
Skills
Series 7, Sales, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Sales Process, CRM, Financial Advisory, Series 6, Financial Services
Education
Illinois State University 1997 — 2000
Goldman Sachs Asset Management March 2013 - Present
Goldman Sachs Asset Management November 2009 - Present
Rydex Investments April 2006 - November 2009
Allstate Financial October 2002 - March 2006
CDW 2000 - 2002
Skills
Series 7, Sales, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Sales Process, CRM, Financial Advisory, Series 6, Financial Services
Education
Illinois State University 1997 — 2000
Patrick Luby Patrick Luby's Rydex Investments Experience March 2011 - July 2011
Job Fixed Income Investment Strategy | Business Development Sales Leader | Client Portfolio Manager / Specialist
Industry Investment Management
Experience
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Mike Almeraris Mike Almeraris's Rydex Investments Experience May 2008 - June 2010
Job Global Mobile VR Partnerships, Strategy & Ops Lead at Google
Industry Internet
Experience
Google September 2015 - Present
Gambassa September 2013 - Present
Google April 2014 - September 2015
Google July 2013 - April 2014
Google June 2011 - July 2013
Google September 2010 - June 2011
Rydex Investments May 2008 - June 2010
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2005 - April 2006
Military Sealift Command January 2004 - June 2004
Skills
Online Advertising, Digital Marketing, Marketing, Sales, Strategy, Analytics, Negotiation, Digital Media, Business Planning, Finance, Sales Operations, Advertising, Analysis, Portfolio Management, Forecasting, Market Analysis, Business Development, Management, Strategic Partnerships, CRM, Direct Sales, Start-ups, Sales Presentations, Competitive Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Business Strategy
Northeastern University 2001 — 2005
Bachelor of Science, Finance and Accounting
Jonathan Law 1997 — 2001
Google September 2015 - Present
Gambassa September 2013 - Present
Google April 2014 - September 2015
Google July 2013 - April 2014
Google June 2011 - July 2013
Google September 2010 - June 2011
Rydex Investments May 2008 - June 2010
UBS Investment Bank April 2006 - May 2008
UBS Investment Bank June 2005 - April 2006
Military Sealift Command January 2004 - June 2004
Skills
Online Advertising, Digital Marketing, Marketing, Sales, Strategy, Analytics, Negotiation, Digital Media, Business Planning, Finance, Sales Operations, Advertising, Analysis, Portfolio Management, Forecasting, Market Analysis, Business Development, Management, Strategic Partnerships, CRM, Direct Sales, Start-ups, Sales Presentations, Competitive Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Business Strategy
Northeastern University 2001 — 2005
Bachelor of Science, Finance and Accounting
Jonathan Law 1997 — 2001
Keith Botti Keith Botti's Rydex Investments Experience January 2002 - May 2004
Job Capital Markets at ProFunds Group
Industry Financial Services
Experience
ProShare Advisors, LLC October 2013 - Present
ProShare Advisors, LLC January 2007 - October 2013
Mercantile Alternative Investments September 2005 - January 2007
Mercantile Institutional Services May 2004 - September 2005
Rydex Investments January 2002 - May 2004
Rydex Investments August 1999 - January 2002
Rydex Investments June 1997 - August 1999
Skills
ETFs, Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Managment, Equities, Wealth Management, Hedge Funds, Portfolio Management, Series 24, Investment Strategies, Investment Advisory, Separately Managed..., Securities, Fixed Income, Series 65, Bloomberg, Financial Services, Risk Management, Asset Management, Trading, Strategy, Morningstar, Investment Management
Education
Duquesne University 1993 — 1997
Bachelor of Science, Business Administration
ProShare Advisors, LLC October 2013 - Present
ProShare Advisors, LLC January 2007 - October 2013
Mercantile Alternative Investments September 2005 - January 2007
Mercantile Institutional Services May 2004 - September 2005
Rydex Investments January 2002 - May 2004
Rydex Investments August 1999 - January 2002
Rydex Investments June 1997 - August 1999
Skills
ETFs, Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Managment, Equities, Wealth Management, Hedge Funds, Portfolio Management, Series 24, Investment Strategies, Investment Advisory, Separately Managed..., Securities, Fixed Income, Series 65, Bloomberg, Financial Services, Risk Management, Asset Management, Trading, Strategy, Morningstar, Investment Management
Education
Duquesne University 1993 — 1997
Bachelor of Science, Business Administration
Sasha Clemmons Sasha Clemmons's Rydex Investments Experience April 2006 - December 2006
Job Recruiting Services Team at Booz Allen Hamilton
Industry Staffing and Recruiting
Experience
Booz Allen Hamilton May 2012 - Present
List Innovative Solutions March 2010 - May 2012
BlueWater Federal Solutions, Inc May 2009 - March 2010
Signature Government Solutions November 2007 - May 2009
Kforce Professional Staffing December 2006 - November 2007
Rydex Investments April 2006 - December 2006
Skills
Career Counseling, Human Resources
Education
George Mason University
B.S, Government and International Politics; American Politics
The Catholic University of America, Columbus School of Law
Booz Allen Hamilton May 2012 - Present
List Innovative Solutions March 2010 - May 2012
BlueWater Federal Solutions, Inc May 2009 - March 2010
Signature Government Solutions November 2007 - May 2009
Kforce Professional Staffing December 2006 - November 2007
Rydex Investments April 2006 - December 2006
Skills
Career Counseling, Human Resources
Education
George Mason University
B.S, Government and International Politics; American Politics
The Catholic University of America, Columbus School of Law
Joseph Winkler, CFA's Rydex Investments Experience February 2008 - July 2009
Job Portfolio Control Analyst at Capital Group
Industry Financial Services
Experience
Capital Group April 2014 - Present
LPL Financial July 2010 - April 2014
Rydex Investments February 2008 - July 2009
Capital Financial Partners May 2006 - July 2007
Skills
Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Leadership, Analysis, Finance, Accounting, Strategy, Account Reconciliation, Retirement
Education
Purdue University 2001 — 2006
Bachelor's degree, Economics
Purdue University 2001 — 2006
Bachelor's degree, Psychology
Capital Group April 2014 - Present
LPL Financial July 2010 - April 2014
Rydex Investments February 2008 - July 2009
Capital Financial Partners May 2006 - July 2007
Skills
Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Leadership, Analysis, Finance, Accounting, Strategy, Account Reconciliation, Retirement
Education
Purdue University 2001 — 2006
Bachelor's degree, Economics
Purdue University 2001 — 2006
Bachelor's degree, Psychology
Evan Lereah AAMS®, CRPS®'s Rydex Investments Experience July 2002 - June 2007
Job Senior Vice President Investment Officer; Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
Lereah Financial Group of Wells Fargo Advisors, LLC February 2010 - Present
Appleton Partners, Inc. July 2007 - February 2010
Rydex Investments July 2002 - June 2007
OppenheimerFunds June 1998 - July 2002
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelors, Marketing and Finance
University of Maryland College Park 1994 — 1998
BA, Finance and Economics
Lereah Financial Group of Wells Fargo Advisors, LLC February 2010 - Present
Appleton Partners, Inc. July 2007 - February 2010
Rydex Investments July 2002 - June 2007
OppenheimerFunds June 1998 - July 2002
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1998
Bachelors, Marketing and Finance
University of Maryland College Park 1994 — 1998
BA, Finance and Economics
Jane Mancini Jane Mancini's Rydex Investments Experience 2003 - 2005
Job SVP, Asset Manager Sector Head
Industry Financial Services
Experience
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
Dennis Hearns Dennis Hearns's Rydex Investments Experience July 1998 - July 2002
Job SVP, Head of Specialty Distribution
Industry Investment Management
Experience
Fred Alger Management January 2013 - Present
Fred Alger Management, Inc. 2005 - 2014
Fred Alger Management November 2005 - December 2012
Columbia Management July 2002 - September 2005
Rydex Investments July 1998 - July 2002
Skills
Retirement, Sales, Alternative Investments, Asset Management, Mutual Funds, Series 7, Asset Allocation, Hedge Funds, Equities, Investments, Series 63, Fixed Income, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, ETFs, Investment Management, Retirement Planning, Series 24
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Science (BS), Economics
Fred Alger Management January 2013 - Present
Fred Alger Management, Inc. 2005 - 2014
Fred Alger Management November 2005 - December 2012
Columbia Management July 2002 - September 2005
Rydex Investments July 1998 - July 2002
Skills
Retirement, Sales, Alternative Investments, Asset Management, Mutual Funds, Series 7, Asset Allocation, Hedge Funds, Equities, Investments, Series 63, Fixed Income, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, ETFs, Investment Management, Retirement Planning, Series 24
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Science (BS), Economics
Aaron Farr, CFA Aaron Farr, CFA's Rydex Investments Experience July 2008 - October 2011
Job Vice President at Palmer Square Capital Management LLC
Industry Financial Services
Experience
Palmer Square Capital Management LLC June 2014 - Present
Matrix 360 Administration (Boutique Hedge/Mutual Fund Administrator) July 2013 - May 2014
The Rock Creek Group December 2012 - July 2013
The Rock Creek Group October 2011 - November 2012
Rydex Investments July 2008 - October 2011
State Street January 2008 - July 2008
State Street October 2003 - December 2007
State Street September 2006 - December 2006
State Street October 2002 - September 2003
State Street March 1999 - September 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Investments, Financial Services, Finance, Swaps, Equities, Financial Reporting, Account Reconciliation, Microsoft Excel, Bloomberg, Fixed Income, Securities, Accounting, Asset, Derivatives, Excel, Reconciliation, Budgets, Financial Analysis, Financial Statement..., Process Improvement, Forecasting, Managerial Finance, Operations Management, Auditing, Relationship Management, Treasury Management, Investment Research, Return on Investment..., Business Development, Business Strategy, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Capital Markets, Fund Administration, Due Diligence, Management
Education
Penn State University 2003 — 2005
MBA, Masters of Business Administration
University of New Hampshire 1989 — 1993
BS, Business Administration
Palmer Square Capital Management LLC June 2014 - Present
Matrix 360 Administration (Boutique Hedge/Mutual Fund Administrator) July 2013 - May 2014
The Rock Creek Group December 2012 - July 2013
The Rock Creek Group October 2011 - November 2012
Rydex Investments July 2008 - October 2011
State Street January 2008 - July 2008
State Street October 2003 - December 2007
State Street September 2006 - December 2006
State Street October 2002 - September 2003
State Street March 1999 - September 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Mutual Funds, Valuation, Investments, Financial Services, Finance, Swaps, Equities, Financial Reporting, Account Reconciliation, Microsoft Excel, Bloomberg, Fixed Income, Securities, Accounting, Asset, Derivatives, Excel, Reconciliation, Budgets, Financial Analysis, Financial Statement..., Process Improvement, Forecasting, Managerial Finance, Operations Management, Auditing, Relationship Management, Treasury Management, Investment Research, Return on Investment..., Business Development, Business Strategy, Financial Modeling, Asset Management, Corporate Finance, Portfolio Management, Capital Markets, Fund Administration, Due Diligence, Management
Education
Penn State University 2003 — 2005
MBA, Masters of Business Administration
University of New Hampshire 1989 — 1993
BS, Business Administration
Josh Rogers Josh Rogers's Rydex Investments Experience July 2006 - November 2007
Job iShares Product Strategy & Consulting at BlackRock
Industry Financial Services
Experience
BlackRock March 2013 - Present
BlackRock March 2011 - March 2013
BlackRock July 2008 - March 2011
Barclays Global Investors November 2007 - July 2008
Rydex Investments July 2006 - November 2007
Skills
ETFs, ETNs, Mutual Funds, Product Development, Product Management, Alternative Investments, Investment Strategies, New Business Development, Bloomberg, Portfolio Management, Fixed Income, Emerging Markets, Financial Services, Hedge Funds, Investment Management, Series 63, Series 7, Strategy
Education
Gettysburg College 2001 — 2005
Bachelor of Arts, Business Management
BlackRock March 2013 - Present
BlackRock March 2011 - March 2013
BlackRock July 2008 - March 2011
Barclays Global Investors November 2007 - July 2008
Rydex Investments July 2006 - November 2007
Skills
ETFs, ETNs, Mutual Funds, Product Development, Product Management, Alternative Investments, Investment Strategies, New Business Development, Bloomberg, Portfolio Management, Fixed Income, Emerging Markets, Financial Services, Hedge Funds, Investment Management, Series 63, Series 7, Strategy
Education
Gettysburg College 2001 — 2005
Bachelor of Arts, Business Management
Ravi Desikan Ravi Desikan's Rydex Investments Experience October 2004 - August 2005
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture October 2013 - Present
ING October 2011 - December 2012
Zacks Investment Research April 2007 - July 2009
Rydex Investments October 2004 - August 2005
GTECH S.p.A. June 2001 - March 2002
Education
Clarkson University
Master's degree, Systems Engineering
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (B.E.), Mechanical Engineering
University of California, Los Angeles
Master of Business Administration (MBA)
Accenture October 2013 - Present
ING October 2011 - December 2012
Zacks Investment Research April 2007 - July 2009
Rydex Investments October 2004 - August 2005
GTECH S.p.A. June 2001 - March 2002
Education
Clarkson University
Master's degree, Systems Engineering
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (B.E.), Mechanical Engineering
University of California, Los Angeles
Master of Business Administration (MBA)
Ashley Neal Ashley Neal's Rydex Investments Experience May 2006 - January 2008
Job Manager, Investment Administration and Client Service at Oikocredit
Industry Investment Management
Experience
Oikocredit USA March 2015 - Present
National Park Service June 2013 - November 2014
Self-Help May 2012 - July 2012
Convergent Wealth Advisors January 2008 - May 2011
Rydex Investments May 2006 - January 2008
NAACP June 2004 - August 2004
Education
Duke University 2011 — 2013
Master's of Environmental Management, Business and the Environment
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor's of Science, Finance
University of Maryland College Park 2001 — 2005
Bachelor's of Arts, Government & Politics
Oikocredit USA March 2015 - Present
National Park Service June 2013 - November 2014
Self-Help May 2012 - July 2012
Convergent Wealth Advisors January 2008 - May 2011
Rydex Investments May 2006 - January 2008
NAACP June 2004 - August 2004
Education
Duke University 2011 — 2013
Master's of Environmental Management, Business and the Environment
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor's of Science, Finance
University of Maryland College Park 2001 — 2005
Bachelor's of Arts, Government & Politics
Mitch Miller's Rydex Investments Experience May 2008 - March 2010
Job DoD Cyber Security and Technology Engineer / Mobility SME
Industry Information Technology and Services
Experience
Booz Allen Hamilton October 2013 - Present
Inteletech January 2013 - Present
CRGT, Inc. January 2011 - January 2013
Gannett October 2009 - January 2011
Gannett/USA TODAY October 2009 - January 2011
Rydex Investments May 2008 - March 2010
Smith Barney April 2004 - May 2008
Smith Barney April 2004 - May 2008
Independent Freelance IT work 2001 - 2005
Skills
Microsoft Office, DoD, Analysis, Security, Process Improvement, Program Management, Computer Security, Operations Management, Project Management, Microsoft Excel, Strategic Planning, Data Analysis, Business Analysis, Customer Service, Mobile Devices, Mobile Device Management, iOS development, Android Development, Information Assurance, FIPS, Network Security, HTML 5, JSON, CSS, Lotus, STIG, S/MIME, CAC, PIV, Mobile Risk Management, App Store, Enterprise Mobility, Global Mobility, Mobile Applications, VMware, Security Clearance, Databases, Enterprise Software, Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Testing, Operating Systems, Networking, VPN, Software Development, System Deployment, Technical Support, Integration
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Business Management
George Mason University - School of Management 2002 — 2006
Booz Allen Hamilton October 2013 - Present
Inteletech January 2013 - Present
CRGT, Inc. January 2011 - January 2013
Gannett October 2009 - January 2011
Gannett/USA TODAY October 2009 - January 2011
Rydex Investments May 2008 - March 2010
Smith Barney April 2004 - May 2008
Smith Barney April 2004 - May 2008
Independent Freelance IT work 2001 - 2005
Skills
Microsoft Office, DoD, Analysis, Security, Process Improvement, Program Management, Computer Security, Operations Management, Project Management, Microsoft Excel, Strategic Planning, Data Analysis, Business Analysis, Customer Service, Mobile Devices, Mobile Device Management, iOS development, Android Development, Information Assurance, FIPS, Network Security, HTML 5, JSON, CSS, Lotus, STIG, S/MIME, CAC, PIV, Mobile Risk Management, App Store, Enterprise Mobility, Global Mobility, Mobile Applications, VMware, Security Clearance, Databases, Enterprise Software, Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Testing, Operating Systems, Networking, VPN, Software Development, System Deployment, Technical Support, Integration
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Business Management
George Mason University - School of Management 2002 — 2006
Norbert Naths Norbert Naths's Rydex Investments Experience 1998 - 2002
Job Account Executive at LT Trust
Industry Financial Services
Experience
LT Trust, formally known as Lincoln Trust 2015 - Present
Guardian Retirement Solutions 2014 - 2015
Great-West Financial 2005 - 2013
LPL Financial 2003 - 2005
Trust Company of America 2002 - 2003
Rydex Investments 1998 - 2002
Salomon Brothers 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management
Education
Lehigh University 1991 — 1995
BS, Finance
Summit High
LT Trust, formally known as Lincoln Trust 2015 - Present
Guardian Retirement Solutions 2014 - 2015
Great-West Financial 2005 - 2013
LPL Financial 2003 - 2005
Trust Company of America 2002 - 2003
Rydex Investments 1998 - 2002
Salomon Brothers 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management
Education
Lehigh University 1991 — 1995
BS, Finance
Summit High
Christopher Glenn Christopher Glenn's Rydex Investments Experience April 2000 - May 2004
Job at
Industry Information Technology and Services
Experience
AAMVA (American Association of Motor Vehicle Administrators) November 2014 - Present
CyberIQ June 2013 - November 2014
Cyvellance Inc., (Qinetiq NA) May 2006 - June 2013
Pension Benefit Guaranty Coporation May 2004 - May 2006
Rydex Investments April 2000 - May 2004
Skills
Network Security, Networking, Security, Cloud Computing, Computer Security, Information Security, Integration, Infrastructure, Virtualization, Disaster Recovery, Active Directory
Education
TESST College of Technology-Beltsville 1995 — 1997
AA, Electronic Engineering
AAMVA (American Association of Motor Vehicle Administrators) November 2014 - Present
CyberIQ June 2013 - November 2014
Cyvellance Inc., (Qinetiq NA) May 2006 - June 2013
Pension Benefit Guaranty Coporation May 2004 - May 2006
Rydex Investments April 2000 - May 2004
Skills
Network Security, Networking, Security, Cloud Computing, Computer Security, Information Security, Integration, Infrastructure, Virtualization, Disaster Recovery, Active Directory
Education
TESST College of Technology-Beltsville 1995 — 1997
AA, Electronic Engineering
Greg Fink Greg Fink's Rydex Investments Experience 2001 - 2006
Job Vice President at Fidelity Investments IWS
Industry Financial Services
Experience
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Dalton Hamilton Dalton Hamilton's Rydex Investments Experience February 2001 - May 2006
Job Senior Manager Corporate Strategy at CEB
Industry Information Technology and Services
Experience
CEB April 2015 - Present
CSC October 2013 - April 2015
Thomson Reuters November 2009 - May 2013
Frontline Capital Advisors September 2008 - May 2009
National City Corporation June 2008 - August 2008
Allied Capital May 2006 - May 2007
Rydex Investments February 2001 - May 2006
Skills
Mergers, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Portfolio Management, Mutual Funds, Derivatives, Fixed Income, Microsoft Office, Excel, PowerPoint, Corporate Development, Microsoft Excel, Mergers & Acquisitions, Emerging Markets, International..., Analysis, Strategy, Investments, Trading, Cross-functional Team..., Accounting, Management, Investment Management, Investment Strategies, Executive Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance & Sustainable Enterprise
Muhlenberg College 1995 — 1999
BA, Political Science
The Bullis School 1994 — 1995
Strathallan School 1993 — 1994
Bedstone College 1987 — 1993
CEB April 2015 - Present
CSC October 2013 - April 2015
Thomson Reuters November 2009 - May 2013
Frontline Capital Advisors September 2008 - May 2009
National City Corporation June 2008 - August 2008
Allied Capital May 2006 - May 2007
Rydex Investments February 2001 - May 2006
Skills
Mergers, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Portfolio Management, Mutual Funds, Derivatives, Fixed Income, Microsoft Office, Excel, PowerPoint, Corporate Development, Microsoft Excel, Mergers & Acquisitions, Emerging Markets, International..., Analysis, Strategy, Investments, Trading, Cross-functional Team..., Accounting, Management, Investment Management, Investment Strategies, Executive Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance & Sustainable Enterprise
Muhlenberg College 1995 — 1999
BA, Political Science
The Bullis School 1994 — 1995
Strathallan School 1993 — 1994
Bedstone College 1987 — 1993
Edward Lopez Edward Lopez's Rydex Investments Experience January 2007 - January 2009
Job Marketing Director at Van Eck Global
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs June 2009 - Present
Rydex Investments January 2007 - January 2009
Rydex Investments July 2005 - December 2006
Ibbotson Asociates January 2003 - June 2005
Ibbotson Associates January 1998 - June 2005
Ibbotson Associates January 1999 - January 2003
Ibbotson Associates January 1998 - December 1998
American Express Financial Advisors 1997 - 1997
Dunn & Bradstreet 1995 - 1997
Skills
ETFs, ETF Product Development, Product Marketing, Marketing Strategy, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Asset Management, Investments, Hedge Funds, Financial Services, Bloomberg, Fixed Income, Series 7, Capital Markets, Trading, Finance, Securities
Education
The University of Texas at Austin 1990 — 1995
B.A., Economics
Van Eck Global Market Vectors ETFs June 2009 - Present
Rydex Investments January 2007 - January 2009
Rydex Investments July 2005 - December 2006
Ibbotson Asociates January 2003 - June 2005
Ibbotson Associates January 1998 - June 2005
Ibbotson Associates January 1999 - January 2003
Ibbotson Associates January 1998 - December 1998
American Express Financial Advisors 1997 - 1997
Dunn & Bradstreet 1995 - 1997
Skills
ETFs, ETF Product Development, Product Marketing, Marketing Strategy, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Asset Management, Investments, Hedge Funds, Financial Services, Bloomberg, Fixed Income, Series 7, Capital Markets, Trading, Finance, Securities
Education
The University of Texas at Austin 1990 — 1995
B.A., Economics
Amanda (Kirby) Astey's Rydex Investments Experience February 2008 - September 2008
Job Software Engineer at Gracenote
Industry Computer Software
Experience
Gracenote July 2015 - Present
Flashband June 2012 - June 2015
USA TODAY August 2011 - June 2015
American Institutes for Research January 2010 - August 2011
Center of Digital Imaging Arts at Boston University May 2009 - January 2010
Brunner Digital May 2009 - November 2009
Rydex Investments February 2008 - September 2008
Maryland Renaissance Festival July 2007 - October 2007
Americans for the Arts May 2006 - August 2006
Museum of Science and Technology February 2006 - May 2006
Skills
Graphic Design, Web Design, Photoshop, Adobe Creative Suite, Dreamweaver, CSS, User Interface Design, User Experience, Illustration, Illustrator, Social Media, Flash, WordPress, InDesign, Newsletters, Layout, HTML, Mac, QuarkXPress, SEO, Social Networking, Interaction Design, Graphics, CMS, Web Development, JavaScript, JavaScriptMVC, JavaScript Libraries, MVC Architecture, Wound Care
Education
Center for Digital Imaging Arts at Boston University 2008 — 2009
Certification, Graphic/Web Design
Syracuse University 2003 — 2007
B.A., Advertising and Sociology
Syracuse University S.I. Newhouse School of Public Communications / College of Arts & Sciences 2003 — 2007
Dual B.A, Advertising and Sociology
Gracenote July 2015 - Present
Flashband June 2012 - June 2015
USA TODAY August 2011 - June 2015
American Institutes for Research January 2010 - August 2011
Center of Digital Imaging Arts at Boston University May 2009 - January 2010
Brunner Digital May 2009 - November 2009
Rydex Investments February 2008 - September 2008
Maryland Renaissance Festival July 2007 - October 2007
Americans for the Arts May 2006 - August 2006
Museum of Science and Technology February 2006 - May 2006
Skills
Graphic Design, Web Design, Photoshop, Adobe Creative Suite, Dreamweaver, CSS, User Interface Design, User Experience, Illustration, Illustrator, Social Media, Flash, WordPress, InDesign, Newsletters, Layout, HTML, Mac, QuarkXPress, SEO, Social Networking, Interaction Design, Graphics, CMS, Web Development, JavaScript, JavaScriptMVC, JavaScript Libraries, MVC Architecture, Wound Care
Education
Center for Digital Imaging Arts at Boston University 2008 — 2009
Certification, Graphic/Web Design
Syracuse University 2003 — 2007
B.A., Advertising and Sociology
Syracuse University S.I. Newhouse School of Public Communications / College of Arts & Sciences 2003 — 2007
Dual B.A, Advertising and Sociology
Allison Beeman Allison Beeman's Rydex Investments Experience July 2011 - August 2011
Job B2B Account Officer at Jamalon
Industry International Affairs
Experience
Jamalon December 2014 - Present
Rumshines Camp January 2014 - January 2014
Camp Waukeela 2009 - 2014
Angus King for Senate June 2012 - November 2012
Rydex Investments July 2011 - August 2011
Skills
Research, Editing, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, PowerPoint
Education
Noor Majan Training Institute 2014 — 2014
Arabic Language
Bowdoin College 2011 — 2013
Bachelor of Arts (B.A.), Government, International Relations
Kent Place School
Jamalon December 2014 - Present
Rumshines Camp January 2014 - January 2014
Camp Waukeela 2009 - 2014
Angus King for Senate June 2012 - November 2012
Rydex Investments July 2011 - August 2011
Skills
Research, Editing, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, PowerPoint
Education
Noor Majan Training Institute 2014 — 2014
Arabic Language
Bowdoin College 2011 — 2013
Bachelor of Arts (B.A.), Government, International Relations
Kent Place School
Mark Araujo's Rydex Investments Experience January 2009 - June 2009
Job eDiscovery Analyst at iDiscovery Solutions
Industry Information Technology and Services
Experience
iDiscovery Solutions August 2013 - Present
Navigant July 2012 - July 2013
Navigant August 2011 - July 2012
Ignited Discovery July 2011 - August 2011
FOLIOfn October 2009 - July 2011
Rydex Investments January 2009 - June 2009
Rydex Investments February 2008 - December 2008
Rydex Investments December 2006 - January 2008
Rydex Investments March 2006 - November 2006
Rydex Investments May 2004 - February 2006
Skills
Series 63, Series 65, Series 7, Investments, Strategy, Mutual Funds, Securities, Alternative Investments, Equities, Asset Allocation, Fixed Income, Hedge Funds, Financial Services, Investment Strategies, ETFs, Relativity Certified..., Investor Relations, CRM
Education
Georgetown University 2014 — 2014
Paralegal Studies Program, Legal Technology and Project Management
University of Maryland College Park 1999 — 2003
Bachelor of Arts, Criminology
iDiscovery Solutions August 2013 - Present
Navigant July 2012 - July 2013
Navigant August 2011 - July 2012
Ignited Discovery July 2011 - August 2011
FOLIOfn October 2009 - July 2011
Rydex Investments January 2009 - June 2009
Rydex Investments February 2008 - December 2008
Rydex Investments December 2006 - January 2008
Rydex Investments March 2006 - November 2006
Rydex Investments May 2004 - February 2006
Skills
Series 63, Series 65, Series 7, Investments, Strategy, Mutual Funds, Securities, Alternative Investments, Equities, Asset Allocation, Fixed Income, Hedge Funds, Financial Services, Investment Strategies, ETFs, Relativity Certified..., Investor Relations, CRM
Education
Georgetown University 2014 — 2014
Paralegal Studies Program, Legal Technology and Project Management
University of Maryland College Park 1999 — 2003
Bachelor of Arts, Criminology
Kris Kirwan Kris Kirwan's Rydex Investments Experience 2001 - 2005
Job Senior Manager, Network Deployment at HMSHost
Industry Information Technology and Services
Experience
HMSHost September 2012 - Present
Tanager Inc January 2008 - September 2012
Cyveillance 2005 - 2008
Rydex Investments 2001 - 2005
Skills
Integration, Visio, Project Management, SharePoint, Vendor Management, PMP, Program Management, Network Security, Security, IT Management, Disaster Recovery, SDLC, Troubleshooting, Active Directory, Networking, Databases, Testing, Business Analysis, Requirements Analysis, Mergers, Quality Assurance, Data Center, MS Project, Mobile Device Management, IT Business Management, Operating Budgets, Budget Process, Network Administration, Computer Network..., Network Deployment
Education
Towson University 1999 — 2001
Bachelor's degree, Business Administration, Finance
HMSHost September 2012 - Present
Tanager Inc January 2008 - September 2012
Cyveillance 2005 - 2008
Rydex Investments 2001 - 2005
Skills
Integration, Visio, Project Management, SharePoint, Vendor Management, PMP, Program Management, Network Security, Security, IT Management, Disaster Recovery, SDLC, Troubleshooting, Active Directory, Networking, Databases, Testing, Business Analysis, Requirements Analysis, Mergers, Quality Assurance, Data Center, MS Project, Mobile Device Management, IT Business Management, Operating Budgets, Budget Process, Network Administration, Computer Network..., Network Deployment
Education
Towson University 1999 — 2001
Bachelor's degree, Business Administration, Finance
Matt Cohen, CIMA Matt Cohen, CIMA's Rydex Investments Experience January 2010 - September 2011
Job Head of U.S National Sales Muzinich & Co.
Industry Financial Services
Experience
Muzinich & Co October 2015 - Present
BlackRock September 2011 - October 2015
Rydex Investments January 2010 - September 2011
UBS Global Asset Management February 2002 - January 2010
Prudential Investments June 1991 - February 2002
Skills
Separately Managed..., Alternative Investments, Mutual Funds, Asset Allocation, Public Speaking, Relationship Management, ETFs, Hedge Funds, Financial Services, Asset Management, Series 63, Investment Strategies, Fixed Income, Derivatives, Investments, Portfolio Management
Education
University of Connecticut 1987 — 1991
BS, Finance
Fairleigh Dickinson University 1993 — 1995
MBA, Finance/Investments
Muzinich & Co October 2015 - Present
BlackRock September 2011 - October 2015
Rydex Investments January 2010 - September 2011
UBS Global Asset Management February 2002 - January 2010
Prudential Investments June 1991 - February 2002
Skills
Separately Managed..., Alternative Investments, Mutual Funds, Asset Allocation, Public Speaking, Relationship Management, ETFs, Hedge Funds, Financial Services, Asset Management, Series 63, Investment Strategies, Fixed Income, Derivatives, Investments, Portfolio Management
Education
University of Connecticut 1987 — 1991
BS, Finance
Fairleigh Dickinson University 1993 — 1995
MBA, Finance/Investments
Jon Greene Jon Greene's Rydex Investments Experience March 2006 - December 2009
Job Director of Trading at Ceros Financial Services, Inc.
Industry Financial Services
Experience
Ceros Financial Services, Inc. August 2009 - Present
Rydex Investments March 2006 - December 2009
Invespro 2007 - 2007
Rydex 2005 - 2006
JFB Planning March 2003 - March 2005
E*TRADE Financial 1999 - 2002
Skills
Trading Systems, Hedge Funds, Trading, Mutual Funds, Options, Financial Services, Equities, Asset Management, Alternative Investments, Investments, Securities
Education
Fairfield University 1987 — 1991
Business Management
Prep 1984 — 1987
Ceros Financial Services, Inc. August 2009 - Present
Rydex Investments March 2006 - December 2009
Invespro 2007 - 2007
Rydex 2005 - 2006
JFB Planning March 2003 - March 2005
E*TRADE Financial 1999 - 2002
Skills
Trading Systems, Hedge Funds, Trading, Mutual Funds, Options, Financial Services, Equities, Asset Management, Alternative Investments, Investments, Securities
Education
Fairfield University 1987 — 1991
Business Management
Prep 1984 — 1987
Brian Wade's Rydex Investments Experience 2000 - 2002
Job Vice President at Clarke Power Generation, Inc.
Industry Executive Office
Experience
Clarke Power Generation, Inc. April 2014 - Present
Wade Capital Advisors, llc. January 2007 - Present
Salon Concepts October 2006 - Present
Clarke Power Services, Inc. September 2011 - March 2014
Winston Wade Capital, LLC August 2003 - December 2008
Cielo Mobile June 2003 - November 2006
Rydex Investments 2000 - 2002
Strong Investments January 1999 - June 2000
Fidelity Investments 1992 - 1999
Skills
Strategy, Start-ups, Strategic Partnerships, Performance Management, Business Development, Business Planning, New Business Development, Portfolio Management, Business Strategy, Microsoft Office, Strategic Planning, Sales Management, Entrepreneurship, Investments, Leadership, Management, Marketing Strategy, Marketing, CRM, Budgets, Sales, Negotiation, Analysis, P&L Management, Leadership Development, Mergers & Acquisitions, Mobile Devices, Asset Management, Executive Management, Contract Negotiation, Management Consulting, Cross-functional Team..., Competitive Analysis, Retail, Valuation, Product Management, Operations Management, Product Development, Finance
Education
Emmanuel College
Bachelor's Degree
Clarke Power Generation, Inc. April 2014 - Present
Wade Capital Advisors, llc. January 2007 - Present
Salon Concepts October 2006 - Present
Clarke Power Services, Inc. September 2011 - March 2014
Winston Wade Capital, LLC August 2003 - December 2008
Cielo Mobile June 2003 - November 2006
Rydex Investments 2000 - 2002
Strong Investments January 1999 - June 2000
Fidelity Investments 1992 - 1999
Skills
Strategy, Start-ups, Strategic Partnerships, Performance Management, Business Development, Business Planning, New Business Development, Portfolio Management, Business Strategy, Microsoft Office, Strategic Planning, Sales Management, Entrepreneurship, Investments, Leadership, Management, Marketing Strategy, Marketing, CRM, Budgets, Sales, Negotiation, Analysis, P&L Management, Leadership Development, Mergers & Acquisitions, Mobile Devices, Asset Management, Executive Management, Contract Negotiation, Management Consulting, Cross-functional Team..., Competitive Analysis, Retail, Valuation, Product Management, Operations Management, Product Development, Finance
Education
Emmanuel College
Bachelor's Degree
Marc Merius Marc Merius's Rydex Investments Experience August 2008 - July 2009
Job Staff Consultant at Infrastructure Resources, Inc (IRI)
Industry Accounting
Experience
Infrastructure Resources, Inc (IRI) April 2015 - Present
SKDKnickerbocker f/k/a Squier Knapp Dunn December 2010 - March 2015
Rydex Investments August 2008 - July 2009
Astra HR March 2009 - June 2009
UCF/Office of Finance June 2006 - July 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Statements, PeopleSoft, Account Reconciliation, Bookkeeping, Variance Analysis, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, General Ledger, Budgets, QuickBooks
Education
University of Maryland College Park
Master's Degree, Accounting
University of Central Florida - College of Business Administration 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Infrastructure Resources, Inc (IRI) April 2015 - Present
SKDKnickerbocker f/k/a Squier Knapp Dunn December 2010 - March 2015
Rydex Investments August 2008 - July 2009
Astra HR March 2009 - June 2009
UCF/Office of Finance June 2006 - July 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Statements, PeopleSoft, Account Reconciliation, Bookkeeping, Variance Analysis, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, General Ledger, Budgets, QuickBooks
Education
University of Maryland College Park
Master's Degree, Accounting
University of Central Florida - College of Business Administration 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Ted Morrow, CIMA® Ted Morrow, CIMA®'s Rydex Investments Experience August 2001 - July 2007
Job Executive Director, Client Advisor at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
Shannon Farrell Musser Shannon Farrell Musser's Rydex Investments Experience 2006 - 2006
Job Experienced Events and Marketing Professional
Industry Marketing and Advertising
Experience
BECO Management May 2010 - June 2011
BECO Management, Inc. October 2006 - May 2010
Rydex Investments 2006 - 2006
Hargrove, Inc. October 2002 - October 2004
Chevy Chase Bank 2000 - 2002
Education
Southern New Hampshire University 1990 — 1994
BECO Management May 2010 - June 2011
BECO Management, Inc. October 2006 - May 2010
Rydex Investments 2006 - 2006
Hargrove, Inc. October 2002 - October 2004
Chevy Chase Bank 2000 - 2002
Education
Southern New Hampshire University 1990 — 1994
Adrian Yanoshik Adrian Yanoshik's Rydex Investments Experience May 2002 - September 2002
Job VP, Credit Research and Capital Markets
Industry Financial Services
Experience
Jackson Square Aviation September 2013 - Present
Barclays Capital August 2010 - June 2013
Active Earth Investment July 2009 - July 2010
Corporate Executive Board April 2005 - May 2008
Corporate Executive Board March 2004 - March 2005
Bates White May 2003 - August 2003
Rydex Investments May 2002 - September 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Management Consulting, Investments, Strategy, Capital Markets, Business Strategy, Portfolio Management, Credit Analysis, Equity Research, Hedge Funds
Education
London Business School 2008 — 2010
MBA
The London School of Economics and Political Science (LSE) 2002 — 2003
Year Abroad (General Course), Finance
University of Maryland Baltimore County 1999 — 2003
Dual BS, Financial Economics and Information Systems, Cum Laude
Jackson Square Aviation September 2013 - Present
Barclays Capital August 2010 - June 2013
Active Earth Investment July 2009 - July 2010
Corporate Executive Board April 2005 - May 2008
Corporate Executive Board March 2004 - March 2005
Bates White May 2003 - August 2003
Rydex Investments May 2002 - September 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Management Consulting, Investments, Strategy, Capital Markets, Business Strategy, Portfolio Management, Credit Analysis, Equity Research, Hedge Funds
Education
London Business School 2008 — 2010
MBA
The London School of Economics and Political Science (LSE) 2002 — 2003
Year Abroad (General Course), Finance
University of Maryland Baltimore County 1999 — 2003
Dual BS, Financial Economics and Information Systems, Cum Laude
Cheryl Burget Cheryl Burget's Rydex Investments Experience January 2000 - April 2001
Job Founder, Your Intended Life
Industry Professional Training & Coaching
Experience
Your Intended Life October 2007 - Present
The Passion Test June 2006 - Present
Portfolio Strategies July 2001 - October 2007
Rydex Investments January 2000 - April 2001
Founders Asset Management 1993 - 2000
Skills
Coaching, Public Speaking, Customer Service, Leadership, Motivational Speaking, Executive Coaching, Small Business, Leadership Development, Personal Development, Training, Team Building, Change Management, Organizational..., Presentation Coaching, Emotional Intelligence, Business Coaching, Entrepreneurship, Management, Life Coaching, Social Networking, Workshop Facilitation, Lifestyle Coaching
Education
University of Central Oklahoma 1983 — 1987
Your Intended Life October 2007 - Present
The Passion Test June 2006 - Present
Portfolio Strategies July 2001 - October 2007
Rydex Investments January 2000 - April 2001
Founders Asset Management 1993 - 2000
Skills
Coaching, Public Speaking, Customer Service, Leadership, Motivational Speaking, Executive Coaching, Small Business, Leadership Development, Personal Development, Training, Team Building, Change Management, Organizational..., Presentation Coaching, Emotional Intelligence, Business Coaching, Entrepreneurship, Management, Life Coaching, Social Networking, Workshop Facilitation, Lifestyle Coaching
Education
University of Central Oklahoma 1983 — 1987
Jonathan Linstra Jonathan Linstra's Rydex Investments Experience 2005 - 2008
Job Divisional Manager, Private Wealth/Banks at State Street Global Advisors
Industry Investment Management
Experience
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
Dave Hagen Dave Hagen's Rydex Investments Experience November 2005 - January 2007
Job Chief Marketing Officer at AINS, Inc.
Industry Information Technology and Services
Experience
AINS, Inc. May 2015 - Present
Scivantage January 2011 - March 2015
Scivantage January 2007 - January 2011
Rydex Investments November 2005 - January 2007
Thomson Financial February 2001 - November 2005
Thomson Financial October 1998 - January 2000
ensoport.com 2000 - 2000
Findlaw (formerly Infirmation.com) 2000 - 2000
Big Brothers Big Sisters of Honolulu January 1997 - August 1998
Prince William Cannons Professional Baseball Club January 1996 - September 1996
Skills
Product Management, Business Strategy, Marketing Strategy, Product Marketing, New Business Development, Sales Management, Marketing Communications, Marketing Management, Marketing Automation, Marketing Analytics, Executive Management, Entrepreneurship, Marketing, Web Development, Content Marketing, Channel Strategy, Financial Services, Financial Technology, Online Brokerage, Wealth Management, B2B Marketing Strategy, Strategy, Business Development, Product Development, Leadership, Lead Generation, Marketing Operations, Digital Marketing
Education
Wharton School, University of Pennsylvania 2012 — 2013
Executive Education, Strategic Marketing
Marymount University 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration / Finance
The George Washington University 2000 — 2001
Graduate Certificate, Web Development
Marymount University 1992 — 1996
Bachelor's Degree, Business Administration
AINS, Inc. May 2015 - Present
Scivantage January 2011 - March 2015
Scivantage January 2007 - January 2011
Rydex Investments November 2005 - January 2007
Thomson Financial February 2001 - November 2005
Thomson Financial October 1998 - January 2000
ensoport.com 2000 - 2000
Findlaw (formerly Infirmation.com) 2000 - 2000
Big Brothers Big Sisters of Honolulu January 1997 - August 1998
Prince William Cannons Professional Baseball Club January 1996 - September 1996
Skills
Product Management, Business Strategy, Marketing Strategy, Product Marketing, New Business Development, Sales Management, Marketing Communications, Marketing Management, Marketing Automation, Marketing Analytics, Executive Management, Entrepreneurship, Marketing, Web Development, Content Marketing, Channel Strategy, Financial Services, Financial Technology, Online Brokerage, Wealth Management, B2B Marketing Strategy, Strategy, Business Development, Product Development, Leadership, Lead Generation, Marketing Operations, Digital Marketing
Education
Wharton School, University of Pennsylvania 2012 — 2013
Executive Education, Strategic Marketing
Marymount University 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration / Finance
The George Washington University 2000 — 2001
Graduate Certificate, Web Development
Marymount University 1992 — 1996
Bachelor's Degree, Business Administration
Ron Ruiz Ron Ruiz's Rydex Investments Experience August 2004 - May 2005
Job Financial Reporting Analyst at Guggenheim Investments
Industry Telecommunications
Experience
Guggenheim Investments January 2014 - Present
Financial Industry Regulatory Authority December 2011 - December 2013
JDS Uniphase December 2010 - December 2011
Nasdaq Stock Market May 2005 - December 2010
Rydex Investments August 2004 - May 2005
Skills
Equities, Fixed Income, Securities, Financial Modeling, Mutual Funds, Trading, Financial Analysis, Accounting, Valuation, Investments, Finance, Asset Management, Financial Reporting, Hedge Funds, Bloomberg
Education
American University - Kogod School of Business
BSBA
Guggenheim Investments January 2014 - Present
Financial Industry Regulatory Authority December 2011 - December 2013
JDS Uniphase December 2010 - December 2011
Nasdaq Stock Market May 2005 - December 2010
Rydex Investments August 2004 - May 2005
Skills
Equities, Fixed Income, Securities, Financial Modeling, Mutual Funds, Trading, Financial Analysis, Accounting, Valuation, Investments, Finance, Asset Management, Financial Reporting, Hedge Funds, Bloomberg
Education
American University - Kogod School of Business
BSBA
Steven P. Richards Steven P. Richards's Rydex Investments Experience 2008 - 2009
Job Communications & Training Expert
Industry Government Administration
Experience
US Department of Homeland Security November 2009 - Present
Rydex Investments 2008 - 2009
Fannie Mae 1996 - 2007
Education
The Johns Hopkins University - Carey Business School 1998 — 2000
MBA, Marketing Management & Research
McGill University
Bachelor of Arts (B.A.), Political Science and Government
US Department of Homeland Security November 2009 - Present
Rydex Investments 2008 - 2009
Fannie Mae 1996 - 2007
Education
The Johns Hopkins University - Carey Business School 1998 — 2000
MBA, Marketing Management & Research
McGill University
Bachelor of Arts (B.A.), Political Science and Government
Daniel Frank, CIMA® Daniel Frank, CIMA®'s Rydex Investments Experience January 2008 - January 2009
Job Vice President, Advisor Consultant at BlackRock
Industry Financial Services
Experience
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
Charlie Waterman, CFA Charlie Waterman, CFA's Rydex Investments Experience August 2008 - February 2010
Job Due Diligence Manager at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners May 2012 - Present
AIG Advisor Group March 2010 - April 2012
Emerginvest.com January 2007 - December 2010
Rydex Investments August 2008 - February 2010
TriageConsulting Group August 2006 - July 2008
Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling
Education
Emory University 2002 — 2006
Bachelor of Arts, Mathematics/Economics
St. Andrew's Episcopal School 1998 — 2002
Franklin Square Capital Partners May 2012 - Present
AIG Advisor Group March 2010 - April 2012
Emerginvest.com January 2007 - December 2010
Rydex Investments August 2008 - February 2010
TriageConsulting Group August 2006 - July 2008
Skills
Investments, Mutual Funds, Project Management, Start-ups, Leadership, Asset Managment, Valuation, Portfolio Management, Private Equity, Financial Analysis, Due Diligence, Asset Allocation, Equities, Series 7, Financial Modeling
Education
Emory University 2002 — 2006
Bachelor of Arts, Mathematics/Economics
St. Andrew's Episcopal School 1998 — 2002
Rich Kendrick Rich Kendrick's Rydex Investments Experience 2002 - 2007
Job Senior Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Brian Humphrey Brian Humphrey's Rydex Investments Experience 2000 - 2006
Job Managing Director Sales at Ceros Financial Services, Inc.
Industry Financial Services
Experience
Ceros Financial Services, Inc. January 2011 - Present
TD Ameritrade April 2006 - January 2011
Rydex Investments 2000 - 2006
Mercantile Bank 1994 - 2000
mercantile 1994 - 2000
Education
Rider University 1990 — 1994
B.S., Finance
Ceros Financial Services, Inc. January 2011 - Present
TD Ameritrade April 2006 - January 2011
Rydex Investments 2000 - 2006
Mercantile Bank 1994 - 2000
mercantile 1994 - 2000
Education
Rider University 1990 — 1994
B.S., Finance
Farjana Hamid Farjana Hamid's Rydex Investments Experience October 2005 - May 2007
Job Contractor at SelfEmployed
Industry Marketing and Advertising
Experience
Self-Employed December 2013 - Present
Frederick Gorilla Magazine April 2011 - August 2011
Rockwood Brown Advertising June 2010 - August 2011
270inc Business Magazine December 2010 - April 2011
Frederick Community College September 2009 - June 2010
Rydex Investments October 2005 - May 2007
Thomson Financial November 2004 - September 2005
Mental Health Association January 2004 - May 2004
AARP Project August 2001 - December 2001
CDA Investment Technologies/Thomson Financial December 1997 - June 2000
Skills
Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Product Marketing
Education
The College of William and Mary - The Mason School of Business
Master of Business Administration (M.B.A.), Marketing
University of Maryland College Park
B.S, Human Resource Management, Cum Laude
Self-Employed December 2013 - Present
Frederick Gorilla Magazine April 2011 - August 2011
Rockwood Brown Advertising June 2010 - August 2011
270inc Business Magazine December 2010 - April 2011
Frederick Community College September 2009 - June 2010
Rydex Investments October 2005 - May 2007
Thomson Financial November 2004 - September 2005
Mental Health Association January 2004 - May 2004
AARP Project August 2001 - December 2001
CDA Investment Technologies/Thomson Financial December 1997 - June 2000
Skills
Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Product Marketing
Education
The College of William and Mary - The Mason School of Business
Master of Business Administration (M.B.A.), Marketing
University of Maryland College Park
B.S, Human Resource Management, Cum Laude
David Olsen, CAIA David Olsen, CAIA's Rydex Investments Experience July 2000 - May 2008
Job Sr. VP, Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management May 2010 - Present
Northern Trust Investments May 2008 - April 2010
Rydex Investments July 2000 - May 2008
Rydex 2000 - 2008
Education
American University - Kogod School of Business 1996 — 1999
BS, Finance
Lazard Asset Management May 2010 - Present
Northern Trust Investments May 2008 - April 2010
Rydex Investments July 2000 - May 2008
Rydex 2000 - 2008
Education
American University - Kogod School of Business 1996 — 1999
BS, Finance
Ravi Talati, CIMA® Ravi Talati, CIMA®'s Rydex Investments Experience August 2003 - July 2009
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds August 2011 - Present
Touchstone Investments December 2009 - August 2011
Rydex Investments August 2003 - July 2009
Skills
Commodity, Alternative Investments, Fund Of Funds, Currency, Mutual Funds, Series 7, Hedge Funds, Asset Allocation, Asset Management, ETFs, Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Series 63, Strategy
Education
College of Charleston 1996 — 2000
Bachelor of Science, Business Administration
Wells Fargo Advantage Funds August 2011 - Present
Touchstone Investments December 2009 - August 2011
Rydex Investments August 2003 - July 2009
Skills
Commodity, Alternative Investments, Fund Of Funds, Currency, Mutual Funds, Series 7, Hedge Funds, Asset Allocation, Asset Management, ETFs, Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Series 63, Strategy
Education
College of Charleston 1996 — 2000
Bachelor of Science, Business Administration
Chad Van Riper's Rydex Investments Experience January 2008 - April 2009
Job Director, Relationship Sales at American Bankers Association
Industry Investment Management
Experience
American Bankers Association February 2013 - Present
Truth Technologies August 2009 - February 2013
Rydex Investments January 2008 - April 2009
Rydex Investments April 2006 - January 2008
Thomson Financial July 2000 - April 2006
Thomson Reuters 2000 - 2006
Skills
Strategic Planning, Product Development, Product Management, Business Strategy, Business Analysis, Business Intelligence, Business, Business Process, Business Development, Sales, Sales Management, Sales Operations, Compliance, Cross-functional Team..., Selling, Investments, Mutual Funds, Negotiation, Asset Management, Leadership, Financial Services, Management, New Business Development, Due Diligence, CRM, Contract Negotiation, Business Planning, Budgets, Analysis, Project Management, Team Leadership, Salesforce.com, Integration, Strategy, Training, Solution Selling, Competitive Analysis, Start-ups, Executive Management, SaaS
Education
Emporia State University
BS, Finance & Business Administration
American Bankers Association February 2013 - Present
Truth Technologies August 2009 - February 2013
Rydex Investments January 2008 - April 2009
Rydex Investments April 2006 - January 2008
Thomson Financial July 2000 - April 2006
Thomson Reuters 2000 - 2006
Skills
Strategic Planning, Product Development, Product Management, Business Strategy, Business Analysis, Business Intelligence, Business, Business Process, Business Development, Sales, Sales Management, Sales Operations, Compliance, Cross-functional Team..., Selling, Investments, Mutual Funds, Negotiation, Asset Management, Leadership, Financial Services, Management, New Business Development, Due Diligence, CRM, Contract Negotiation, Business Planning, Budgets, Analysis, Project Management, Team Leadership, Salesforce.com, Integration, Strategy, Training, Solution Selling, Competitive Analysis, Start-ups, Executive Management, SaaS
Education
Emporia State University
BS, Finance & Business Administration
Catherine Fraas Catherine Fraas's Rydex Investments Experience September 2008 - February 2010
Job Trading Assistant at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2014 - Present
Guggenheim Investments August 2012 - October 2014
RydexSGI February 2010 - August 2012
Rydex Investments September 2008 - February 2010
The Town of Chevy Chase October 2007 - June 2008
Agnes Scott College January 2007 - May 2007
Agnes Scott College February 2006 - April 2007
Skills
Editing, Data Analysis, Research, Microsoft Office, International Relations, Teaching, French, Analysis, Microsoft Excel, Outlook, Access, Project Management, PowerPoint, Customer Service, Leadership, Event Planning
Education
Agnes Scott College 2003 — 2007
B.A., Philosophy, International Relations
Bethesda - Chevy Chase High School 1999 — 2003
Guggenheim Investments October 2014 - Present
Guggenheim Investments August 2012 - October 2014
RydexSGI February 2010 - August 2012
Rydex Investments September 2008 - February 2010
The Town of Chevy Chase October 2007 - June 2008
Agnes Scott College January 2007 - May 2007
Agnes Scott College February 2006 - April 2007
Skills
Editing, Data Analysis, Research, Microsoft Office, International Relations, Teaching, French, Analysis, Microsoft Excel, Outlook, Access, Project Management, PowerPoint, Customer Service, Leadership, Event Planning
Education
Agnes Scott College 2003 — 2007
B.A., Philosophy, International Relations
Bethesda - Chevy Chase High School 1999 — 2003
Chris Werner, CIMA Chris Werner, CIMA's Rydex Investments Experience 2000 - 2004
Job College Savings Consultant
Industry Financial Services
Experience
OppenheimerFunds, Inc. 2010 - Present
OFI Private Investments (OppenheimerFunds) 2009 - 2009
OFI Private Investments (OppenheimerFunds) 2008 - 2008
OFI Private Investments (OppenheimerFunds) 2004 - 2007
Rydex Investments 2000 - 2004
Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, Asset Allocation, Finance, Wealth Management, Separately Managed...
Education
Creighton University's Heider College of Business 2012 — 2014
Master's Degree, Security Analysis and Portfolio Management
University of Denver 1987 — 1990
Master of International Management, International Business
Colorado State University 1982 — 1986
Bachelor of Science in Business Administration, Production and Operations Management
OppenheimerFunds, Inc. 2010 - Present
OFI Private Investments (OppenheimerFunds) 2009 - 2009
OFI Private Investments (OppenheimerFunds) 2008 - 2008
OFI Private Investments (OppenheimerFunds) 2004 - 2007
Rydex Investments 2000 - 2004
Skills
Alternative Investments, Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, Asset Allocation, Finance, Wealth Management, Separately Managed...
Education
Creighton University's Heider College of Business 2012 — 2014
Master's Degree, Security Analysis and Portfolio Management
University of Denver 1987 — 1990
Master of International Management, International Business
Colorado State University 1982 — 1986
Bachelor of Science in Business Administration, Production and Operations Management
Nathan Kodak Nathan Kodak's Rydex Investments Experience 2006 - 2007
Job Sr. Project Engineer at Howard Tech Advisors
Industry Information Technology and Services
Experience
Howard Tech Advisors November 2014 - Present
OmegaCor Technologies April 2014 - October 2014
CAS Severn, Inc July 2012 - February 2014
Robert Half Technology July 2012 - August 2012
America's Remote Help Desk May 2007 - March 2012
Rydex Investments 2006 - 2007
Skills
DNS, DHCP, VMware, SharePoint, Active Directory, Firewalls, vSphere, System Administration, Virtualization, Windows Server, Microsoft Exchange, Disaster Recovery, Servers, Network Security, VPN, Blackberry Enterprise..., IIS, Windows 7, Networking, Windows XP, VMware ESX, Cisco Technologies, Data Center, Backup Exec, Troubleshooting, Routers, Network Administration, Security, Help Desk Support, Computer Hardware, Cloud Computing, Hardware, TCP/IP, Storage, Laptops, Operating Systems, Software Installation, Windows, Microsoft SQL Server, Information Technology, SAN, Dell PowerEdge Servers, HP, Group Policy, Red Hat Linux, Hyper-V, Cisco IOS, VMware Infrastructure, Microsoft Certified..., HP Proliant
Education
Carroll Community College 1994 — 2000
South Carroll High School 1991 — 1994
Howard Tech Advisors November 2014 - Present
OmegaCor Technologies April 2014 - October 2014
CAS Severn, Inc July 2012 - February 2014
Robert Half Technology July 2012 - August 2012
America's Remote Help Desk May 2007 - March 2012
Rydex Investments 2006 - 2007
Skills
DNS, DHCP, VMware, SharePoint, Active Directory, Firewalls, vSphere, System Administration, Virtualization, Windows Server, Microsoft Exchange, Disaster Recovery, Servers, Network Security, VPN, Blackberry Enterprise..., IIS, Windows 7, Networking, Windows XP, VMware ESX, Cisco Technologies, Data Center, Backup Exec, Troubleshooting, Routers, Network Administration, Security, Help Desk Support, Computer Hardware, Cloud Computing, Hardware, TCP/IP, Storage, Laptops, Operating Systems, Software Installation, Windows, Microsoft SQL Server, Information Technology, SAN, Dell PowerEdge Servers, HP, Group Policy, Red Hat Linux, Hyper-V, Cisco IOS, VMware Infrastructure, Microsoft Certified..., HP Proliant
Education
Carroll Community College 1994 — 2000
South Carroll High School 1991 — 1994
Bryan So's Rydex Investments Experience January 2002 - February 2005
Job Senior Counterparty Risk Analyst
Industry Financial Services
Experience
Fannie Mae June 2006 - July 2009
Fannie Mae February 2005 - June 2006
Rydex Investments January 2002 - February 2005
Smith Barney July 2001 - December 2001
Education
The Johns Hopkins University
Master of Science (MS), Real Estate & Infrastructure
Towson University
Bachelor of Science (BS), Business Administration (Finance concentration)
Fannie Mae June 2006 - July 2009
Fannie Mae February 2005 - June 2006
Rydex Investments January 2002 - February 2005
Smith Barney July 2001 - December 2001
Education
The Johns Hopkins University
Master of Science (MS), Real Estate & Infrastructure
Towson University
Bachelor of Science (BS), Business Administration (Finance concentration)
Anne Soucy Anne Soucy's Rydex Investments Experience 2004 - 2005
Job Vice PresidentDCIOMutual Funds at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Steven Brodeur's Rydex Investments Experience March 2004 - December 2005
Job CoFounder, Managing Partner at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners January 2011 - Present
The Currency Strategies Fund April 2009 - December 2010
Northern Trust June 2008 - April 2009
XShares Securities LLC November 2006 - June 2008
Rydex Investments March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2000 - September 2003
Fidelity Investments March 1998 - March 2000
Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets
Education
Saint Anselm College 1989 — 1993
B.A., Financial Economics
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Financial Economics
Infinity Capital Partners January 2011 - Present
The Currency Strategies Fund April 2009 - December 2010
Northern Trust June 2008 - April 2009
XShares Securities LLC November 2006 - June 2008
Rydex Investments March 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) March 2000 - September 2003
Fidelity Investments March 1998 - March 2000
Skills
Mutual Funds, Custody, ETFs, Start-up Environments, Alternative Investments, Investment Strategies, Currency, New Business Development, Territory Planning, Building Relationships, Model Portfolios, Entrepreneurial Skills, Entrepreneurial..., Budget Management, Key Account Management, Registered Investment..., Consultative Selling, Closed-end Funds, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Private Placements, Sales Operations, Asset Allocation, Asset Management, Budgets
Education
Saint Anselm College 1989 — 1993
B.A., Financial Economics
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Financial Economics
Melissa A. Duffy, AIF ®'s Rydex Investments Experience February 2001 - May 2002
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
HighTower August 2015 - Present
Duffy Anderson Investment Management October 2008 - August 2015
Wachovia Securities November 2007 - October 2008
A.G. Edwards & Sons, Inc. May 2002 - November 2007
Rydex Investments February 2001 - May 2002
Charles Schwab October 1999 - September 2000
State Street Research May 1997 - September 1999
Fidelity Investments October 1995 - May 1997
Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis
Education
Miami University 1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies
The Williston Northampton School
Melinda Staab Melinda Staab's Rydex Investments Experience 2003 - 2006
Job Level 5 Executive Consultant at Rodan + Fields Dermatologists
Industry Public Relations and Communications
Experience
PR Latitude January 2010 - Present
DAI Partners October 2010 - Present
Rodan + Fields Dermatologists November 2013 - Present
Financial Planning Association of San Diego 2010 - Present
StandUp For Kids, Orange County August 2009 - July 2010
JCPR, Inc. July 2007 - July 2009
Rydex Investments 2003 - 2006
Skills
Alternative Investments, Financial Planning, Strategic Financial..., Media Relations, Investor Relations, Financial Services, Strategic Partnerships, Consulting, Investments, Public Relations, Mutual Funds, Portfolio Management, Marketing, Corporate Communications, Strategic Communications, Wealth Management, Strategy, Management, Advertising, Marketing Strategy, Strategic Planning, Training
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Finance & Psychology
PR Latitude January 2010 - Present
DAI Partners October 2010 - Present
Rodan + Fields Dermatologists November 2013 - Present
Financial Planning Association of San Diego 2010 - Present
StandUp For Kids, Orange County August 2009 - July 2010
JCPR, Inc. July 2007 - July 2009
Rydex Investments 2003 - 2006
Skills
Alternative Investments, Financial Planning, Strategic Financial..., Media Relations, Investor Relations, Financial Services, Strategic Partnerships, Consulting, Investments, Public Relations, Mutual Funds, Portfolio Management, Marketing, Corporate Communications, Strategic Communications, Wealth Management, Strategy, Management, Advertising, Marketing Strategy, Strategic Planning, Training
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Finance & Psychology
Phil Fragasso's Rydex Investments Experience July 2004 - July 2007
Job Novelist & Nonfiction Author
Industry Writing and Editing
Experience
Author FounderAudit Your Financial AdvisorJuly 2014 - Present
Boston College January 2011 - Present
I-Pension LLC September 2007 - August 2012
Rydex Investments July 2004 - July 2007
Liberty Funds/ Columbia Management 1999 - 2004
Sun Life Financial 1997 - 1999
Sun Life Financial 1986 - 1999
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Digital Marketing, Integrated Marketing, Marketing, Product Management, Relationship Management, New Business Development, Online Advertising, Corporate Communications, Copywriting, CRM, Event Planning, Leadership, Competitive Analysis, Market Research, Social Media, Direct Marketing, Management, Program Management, Entrepreneurship, Strategy, Public Relations, Strategic Partnerships, Online Marketing, Lead Generation, Strategic Communications
Education
Boston College 1968 — 1972
BA, English
Author FounderAudit Your Financial AdvisorJuly 2014 - Present
Boston College January 2011 - Present
I-Pension LLC September 2007 - August 2012
Rydex Investments July 2004 - July 2007
Liberty Funds/ Columbia Management 1999 - 2004
Sun Life Financial 1997 - 1999
Sun Life Financial 1986 - 1999
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications, Email Marketing, Digital Marketing, Integrated Marketing, Marketing, Product Management, Relationship Management, New Business Development, Online Advertising, Corporate Communications, Copywriting, CRM, Event Planning, Leadership, Competitive Analysis, Market Research, Social Media, Direct Marketing, Management, Program Management, Entrepreneurship, Strategy, Public Relations, Strategic Partnerships, Online Marketing, Lead Generation, Strategic Communications
Education
Boston College 1968 — 1972
BA, English
Thomas J. Connelly, CFA, CFP Thomas J. Connelly, CFA, CFP's Rydex Investments Experience January 2001 - December 2002
Job President and CIO, Versant Capital Management, Inc.
Industry Financial Services
Experience
Versant Capital Management, Inc. March 2004 - Present
Board of Trustees of the Arizona State Retirement System February 2007 - Present
Arizona State University Student Investment Management Fund January 2013 - Present
Institute for Preparing Heirs March 2012 - Present
Leadership Center for Investment Stewards July 2013 - Present
National Advisors Trust January 2001 - December 2004
Keats, Connelly and Associates, LLC October 1990 - July 2004
TIAA-CREF February 2000 - December 2003
Rydex Investments January 2001 - December 2002
Journal of Financial Planning January 1994 - December 2000
Education
University of Saint Thomas 1975 — 1978
BA
Arizona State University 1984 — 1985
MBA
College for Financial Planning 1989 — 1990
MS
Arizona State University 1979 — 1981
Cretin Derham 1971 — 1974
High School Diploma
Versant Capital Management, Inc. March 2004 - Present
Board of Trustees of the Arizona State Retirement System February 2007 - Present
Arizona State University Student Investment Management Fund January 2013 - Present
Institute for Preparing Heirs March 2012 - Present
Leadership Center for Investment Stewards July 2013 - Present
National Advisors Trust January 2001 - December 2004
Keats, Connelly and Associates, LLC October 1990 - July 2004
TIAA-CREF February 2000 - December 2003
Rydex Investments January 2001 - December 2002
Journal of Financial Planning January 1994 - December 2000
Education
University of Saint Thomas 1975 — 1978
BA
Arizona State University 1984 — 1985
MBA
College for Financial Planning 1989 — 1990
MS
Arizona State University 1979 — 1981
Cretin Derham 1971 — 1974
High School Diploma
Paul Bazzano, CPA, MBA, CGMA Paul Bazzano, CPA, MBA, CGMA's Rydex Investments Experience April 2006 - June 2007
Job Investment Valuation Analyst at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners September 2011 - Present
Security Benefit June 2007 - September 2011
Rydex Investments April 2006 - June 2007
Rydex Investments June 2004 - April 2006
Salisbury University Investment Fund September 2003 - December 2003
Bayside Dental Inc August 2003 - September 2003
Dixon Valve & Coupling Co September 2002 - August 2003
Smiley’s/Grumpy’s Mart May 1988 - August 2002
Chesapeake College November 1999 - March 2001
Skills
Mutual Funds, Equities, Accounting, Bloomberg, Fixed Income, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Money Market Funds, Money Market Stress..., Hedge Funds, Microsoft Excel, Customer Service, Teamwork, Asset Valuation, Risk Management, Microsoft Office, Data Analysis, Derivatives, Account Reconciliation, Fund Accounting
Education
Mississippi State University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73 GPA
Salisbury University - Perdue School of Business 2001 — 2004
Bachelor's Degree, Accounting and Finance, Summa Cum Laude, 3.8 GPA
Chesapeake College 1997 — 2001
Associate’s Degree, Business Administration, Graduated Honors with Distinction 3.8 GPA
Guggenheim Partners September 2011 - Present
Security Benefit June 2007 - September 2011
Rydex Investments April 2006 - June 2007
Rydex Investments June 2004 - April 2006
Salisbury University Investment Fund September 2003 - December 2003
Bayside Dental Inc August 2003 - September 2003
Dixon Valve & Coupling Co September 2002 - August 2003
Smiley’s/Grumpy’s Mart May 1988 - August 2002
Chesapeake College November 1999 - March 2001
Skills
Mutual Funds, Equities, Accounting, Bloomberg, Fixed Income, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Money Market Funds, Money Market Stress..., Hedge Funds, Microsoft Excel, Customer Service, Teamwork, Asset Valuation, Risk Management, Microsoft Office, Data Analysis, Derivatives, Account Reconciliation, Fund Accounting
Education
Mississippi State University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73 GPA
Salisbury University - Perdue School of Business 2001 — 2004
Bachelor's Degree, Accounting and Finance, Summa Cum Laude, 3.8 GPA
Chesapeake College 1997 — 2001
Associate’s Degree, Business Administration, Graduated Honors with Distinction 3.8 GPA
Erik Winebrenner Erik Winebrenner's Rydex Investments Experience May 2000 - July 2002
Job Global Portfolio Manager, Cyber Security at CSC
Industry Security and Investigations
Experience
CSC January 2015 - Present
Towson University November 2011 - Present
CSC July 2002 - December 2014
Rydex Investments May 2000 - July 2002
Skills
Information Security, CISSP, CISM, Vulnerability Management, Information Assurance, Penetration Testing, Computer Forensics, Computer Security, Security, IT Audit, Vulnerability Assessment, Network Security, Disaster Recovery, Security Awareness, Risk Management, Security Audits, Security Architecture..., Security Policy, ITIL, Enterprise Risk..., Information Security..., Security Management, Risk Assessment, Enterprise Network..., Information Technology, ISSAP, Business Continuity, Business Continuity..., Teaching, College Teaching, Network Administration, Firewalls, System Administration, Software Design, Software Quality..., Information Security..., Wireless Security, Networking, Security Training, Process Improvement, DoD, Program Management, ISO 27001, Intrusion Detection, Cybercrime, Cyber Defense, Cyber Operations, Physical Security, National Security, IDS
Education
Towson University 2003 — 2004
Masters, Information Security & Assurance
University of Maryland College Park 1998 — 2002
Bachelors, Business & Information Systems
CSC January 2015 - Present
Towson University November 2011 - Present
CSC July 2002 - December 2014
Rydex Investments May 2000 - July 2002
Skills
Information Security, CISSP, CISM, Vulnerability Management, Information Assurance, Penetration Testing, Computer Forensics, Computer Security, Security, IT Audit, Vulnerability Assessment, Network Security, Disaster Recovery, Security Awareness, Risk Management, Security Audits, Security Architecture..., Security Policy, ITIL, Enterprise Risk..., Information Security..., Security Management, Risk Assessment, Enterprise Network..., Information Technology, ISSAP, Business Continuity, Business Continuity..., Teaching, College Teaching, Network Administration, Firewalls, System Administration, Software Design, Software Quality..., Information Security..., Wireless Security, Networking, Security Training, Process Improvement, DoD, Program Management, ISO 27001, Intrusion Detection, Cybercrime, Cyber Defense, Cyber Operations, Physical Security, National Security, IDS
Education
Towson University 2003 — 2004
Masters, Information Security & Assurance
University of Maryland College Park 1998 — 2002
Bachelors, Business & Information Systems
Dan Chauvin Dan Chauvin's Rydex Investments Experience July 2008 - July 2009
Job Citi
Industry Financial Services
Experience
Citi June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Belluck & Fox LLP May 2010 - August 2011
NYSE Euronext January 2011 - May 2011
Rydex Investments July 2008 - July 2009
White & Case LLP October 2007 - May 2008
NYS Department of the Treasury May 2007 - August 2007
Skills
Investments, Derivatives, Research, Equities, Financial Services, Trading, Futures Trading, Swaps, Securities Regulation, Portfolio Management, Options, Capital Markets, Finance, Fixed Income, Financial Analysis, Hedge Funds, Microsoft Office, Mutual Funds, Securities
Education
New York Law School 2009 — 2012
Doctor of Law (JD)
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Maryland, Robert H. Smith School of Business - College 2004 — 2008
Bachelor of Science, Finance
Citi June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Belluck & Fox LLP May 2010 - August 2011
NYSE Euronext January 2011 - May 2011
Rydex Investments July 2008 - July 2009
White & Case LLP October 2007 - May 2008
NYS Department of the Treasury May 2007 - August 2007
Skills
Investments, Derivatives, Research, Equities, Financial Services, Trading, Futures Trading, Swaps, Securities Regulation, Portfolio Management, Options, Capital Markets, Finance, Fixed Income, Financial Analysis, Hedge Funds, Microsoft Office, Mutual Funds, Securities
Education
New York Law School 2009 — 2012
Doctor of Law (JD)
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Maryland, Robert H. Smith School of Business - College 2004 — 2008
Bachelor of Science, Finance
John Mannix John Mannix's Rydex Investments Experience March 2000 - April 2005
Job Chief Executive Officer at Baldwin Brothers Wealth Management
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
Baldwin Brothers - Wealth Management September 2015 - Present
Newfound Research LLC October 2013 - September 2015
Baldwin Brothers October 2010 - October 2013
Oakmont Partners July 2005 - October 2010
Rydex Investments March 2000 - April 2005
Scudder Kemper Investments February 1997 - March 1999
Fidelity Investments June 1991 - January 1997
Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition
Education
Syracuse University 1987 — 1991
Bachelors of Science, Economics; Marketing and Finance
Brian Nelsen, CFA, CFP Brian Nelsen, CFA, CFP's Rydex Investments Experience October 2005 - June 2006
Job Reverse Engineering Consultant, Analytics Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Bank, N.A. February 2008 - September 2012
Tower Financial Services July 2006 - January 2008
Rydex Investments October 2005 - June 2006
MassMutual Financial January 2003 - October 2005
The Hanover Insurance Group January 2001 - July 2002
HD Vest Financial Services January 1997 - January 2001
Skills
Excel, Access, Bloomberg Terminal, Financial Services, Options, Fixed Annuities, Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Fixed Income, Structured Products, MBS, Structured Finance, Securitization, Analytics, VBA, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Data Analysis, Banking, Finance, Asset Management, Analysis, Portfolio Management, Series 7
Education
Ambassador University
BS, Business Administration
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Bank, N.A. February 2008 - September 2012
Tower Financial Services July 2006 - January 2008
Rydex Investments October 2005 - June 2006
MassMutual Financial January 2003 - October 2005
The Hanover Insurance Group January 2001 - July 2002
HD Vest Financial Services January 1997 - January 2001
Skills
Excel, Access, Bloomberg Terminal, Financial Services, Options, Fixed Annuities, Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Fixed Income, Structured Products, MBS, Structured Finance, Securitization, Analytics, VBA, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Data Analysis, Banking, Finance, Asset Management, Analysis, Portfolio Management, Series 7
Education
Ambassador University
BS, Business Administration
C. Miyeko Keen C. Miyeko Keen's Rydex Investments Experience July 2004 - September 2009
Job Director, Business Operations
Industry Financial Services
Experience
Guggenheim Investments February 2012 - Present
RydexSGI September 2009 - February 2012
Rydex Investments July 2004 - September 2009
Rydex Investments October 2002 - July 2004
Applied Predictive Technologies September 2000 - September 2002
State Street Research July 1998 - September 2000
Principal Financial Securities May 1996 - July 1998
Sutro & Co. June 1987 - May 1996
Skills
E-commerce, Instructional Design, Distance Education, Marketing Strategy, Budgeting, Business Analysis, Business Process
Education
The University of Dallas
MBA
University of the Pacific
BA
Guggenheim Investments February 2012 - Present
RydexSGI September 2009 - February 2012
Rydex Investments July 2004 - September 2009
Rydex Investments October 2002 - July 2004
Applied Predictive Technologies September 2000 - September 2002
State Street Research July 1998 - September 2000
Principal Financial Securities May 1996 - July 1998
Sutro & Co. June 1987 - May 1996
Skills
E-commerce, Instructional Design, Distance Education, Marketing Strategy, Budgeting, Business Analysis, Business Process
Education
The University of Dallas
MBA
University of the Pacific
BA
Jeffrey Moskowitz's Rydex Investments Experience 2005 - 2007
Job Sales Analyst at Bethesda Softworks
Industry Financial Services
Experience
Bethesda Softworks December 2013 - Present
GXS November 2009 - December 2013
Accenture 2007 - 2009
Rydex Investments 2005 - 2007
Skills
Microsoft Office, Cognos, Oracle, Financial Analysis, Accounting, Forecasting, Invoicing, Excel, Outlook, SAP, Budgeting, SOX, Pricing, Budgets, Leadership, Finance, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Business Analysis, Microsoft Excel, Management, Process Improvement, Analysis
Education
Frostburg State University 2003 — 2005
Business, Finance
University of Maryland Baltimore County 2000 — 2003
Computer and Information Sciences and Support Services
Bethesda Softworks December 2013 - Present
GXS November 2009 - December 2013
Accenture 2007 - 2009
Rydex Investments 2005 - 2007
Skills
Microsoft Office, Cognos, Oracle, Financial Analysis, Accounting, Forecasting, Invoicing, Excel, Outlook, SAP, Budgeting, SOX, Pricing, Budgets, Leadership, Finance, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Business Analysis, Microsoft Excel, Management, Process Improvement, Analysis
Education
Frostburg State University 2003 — 2005
Business, Finance
University of Maryland Baltimore County 2000 — 2003
Computer and Information Sciences and Support Services
Edward Egilinsky Edward Egilinsky's Rydex Investments Experience June 2004 - January 2009
Job BUSINESS DEVELOPMENT EXPERT / ALTERNATIVE ASSETS
Industry Financial Services
Experience
Direxion July 2011 - Present
Price Asset Management 2010 - 2011
Rydex Investments June 2004 - January 2009
Kenmar Advisory Corp June 1992 - March 2004
Skills
Business..., Product Strategy &..., Sales Team Leadership
Education
University at Albany, SUNY 1987 — 1991
B. Sc. (Magna cum Laude), Biology
Direxion July 2011 - Present
Price Asset Management 2010 - 2011
Rydex Investments June 2004 - January 2009
Kenmar Advisory Corp June 1992 - March 2004
Skills
Business..., Product Strategy &..., Sales Team Leadership
Education
University at Albany, SUNY 1987 — 1991
B. Sc. (Magna cum Laude), Biology
David Streeter, CFA's Rydex Investments Experience April 2001 - July 2005
Job Senior Institutional Strategies Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments July 2010 - Present
Kansas Public Employees Retirement System November 2007 - July 2010
American Red Cross August 2005 - November 2007
Rydex Investments April 2001 - July 2005
Skills
Alternative Investments, Mutual Funds, Equities, Asset Managment, Investments, Series 7, Portfolio Management, Investment Strategies, Series 63, Data Analysis, Private Equity, Due Diligence, Microsoft Excel, Capital Markets, Investment Management, Asset Management, Competitive Analysis, Analysis
Education
University of Kansas 1994 — 2000
Economics
American Century Investments July 2010 - Present
Kansas Public Employees Retirement System November 2007 - July 2010
American Red Cross August 2005 - November 2007
Rydex Investments April 2001 - July 2005
Skills
Alternative Investments, Mutual Funds, Equities, Asset Managment, Investments, Series 7, Portfolio Management, Investment Strategies, Series 63, Data Analysis, Private Equity, Due Diligence, Microsoft Excel, Capital Markets, Investment Management, Asset Management, Competitive Analysis, Analysis
Education
University of Kansas 1994 — 2000
Economics
Noah Pielert's Rydex Investments Experience April 2008 - October 2009
Job Manager, FP&A at Exelon
Industry Utilities
Experience
Exelon November 2014 - Present
Exelon March 2014 - November 2014
Exelon June 2011 - March 2014
John Staurulakis, Inc. (JSI) October 2009 - June 2011
Rydex Investments April 2008 - October 2009
Skills
Forecasting, Finance, Accounting, Analysis, Microsoft Excel, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Internal Controls, Corporate Finance, Budgets, Financial Planning
Education
Salisbury University 2002 — 2006
Finance
Stephen Decatur High School 1998 — 2002
Exelon November 2014 - Present
Exelon March 2014 - November 2014
Exelon June 2011 - March 2014
John Staurulakis, Inc. (JSI) October 2009 - June 2011
Rydex Investments April 2008 - October 2009
Skills
Forecasting, Finance, Accounting, Analysis, Microsoft Excel, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Internal Controls, Corporate Finance, Budgets, Financial Planning
Education
Salisbury University 2002 — 2006
Finance
Stephen Decatur High School 1998 — 2002
Todd Michalak's Rydex Investments Experience January 2005 - April 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
RydexSGI April 2008 - September 2010
Rydex Investments January 2005 - April 2008
Rydex Funds September 2003 - January 2005
Education
The Catholic University of America 1999 — 2003
Bachelor’s Degree, History
Wells Fargo Advisors September 2010 - Present
RydexSGI April 2008 - September 2010
Rydex Investments January 2005 - April 2008
Rydex Funds September 2003 - January 2005
Education
The Catholic University of America 1999 — 2003
Bachelor’s Degree, History
Jordan Farris Jordan Farris's Rydex Investments Experience 2004 - 2007
Job Director, ETF Product Development
Industry Financial Services
Experience
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Guggenheim Investments January 2013 - Present
Direxion Shares June 2009 - January 2013
Northern Trust Investments 2008 - 2009
The Electric Sheep Company 2007 - 2008
Rydex Investments 2004 - 2007
Raymond James & Associates, Inc 2003 - 2004
Skills
Hedge Funds, ETFs, Trading, Series 7
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Consulting, Finance, Management & Strategy, Entrepreneurship & Innovation
University of Michigan 1998 — 2002
Bachelors, Economics, Sociology
Amy Grilley Amy Grilley's Rydex Investments Experience 2000 - 2003
Job Director of Capital Markets at Walmart
Industry Retail
Experience
Walmart October 2011 - April 2013
Walmart July 2010 - October 2011
Wal-Mart 2009 - 2009
American Capital Strategies October 2004 - August 2008
Rydex Investments 2000 - 2003
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Bloomberg, Mergers, Capital Markets, Risk Management, Fixed Income, Investments, Financial Reporting, Equities, Asset Managment, Forecasting, Portfolio Management, Finance, Accounting, SEC filings, Banking, Business Strategy, Cash Management, Investment Banking, Mergers & Acquisitions, Mutual Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance and Accounting
The University of Texas at Austin 1997 — 2000
B.A., Economics
Walmart October 2011 - April 2013
Walmart July 2010 - October 2011
Wal-Mart 2009 - 2009
American Capital Strategies October 2004 - August 2008
Rydex Investments 2000 - 2003
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Private Equity, Bloomberg, Mergers, Capital Markets, Risk Management, Fixed Income, Investments, Financial Reporting, Equities, Asset Managment, Forecasting, Portfolio Management, Finance, Accounting, SEC filings, Banking, Business Strategy, Cash Management, Investment Banking, Mergers & Acquisitions, Mutual Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance and Accounting
The University of Texas at Austin 1997 — 2000
B.A., Economics
Laura Lacy, PMP Laura Lacy, PMP's Rydex Investments Experience December 2007 - July 2008
Job Lead Business Consultant at Aquilent
Industry Information Technology and Services
Experience
Aquilent September 2015 - Present
TerpSys August 2008 - September 2015
Rydex Investments December 2007 - July 2008
Worldwide ERC April 2003 - December 2007
Vocus June 2001 - April 2003
Skills
SharePoint, Web Analytics, Google Analytics, User Experience, Requirements Analysis, Business Analysis, Project Management, SEO, CMS, HTML, Web Development, Web Project Management, Ektron, Scrum, Technical Writing, PMP, Usability, Agile Project Management, CSS, Quality Assurance, MS Project, Project Planning, Technical Training, PHP, Leadership, Requirements Gathering, Testing, PPC, JavaScript, Business Development, Agile Methodologies, Avectra, Microsoft Dynamics, XML, Drupal, Web Design, Dreamweaver, Experienced Business..., Information Architecture, Analytics, Software Documentation, Web Content Management, Web Applications, Software Project..., Axure
Education
The George Washington University - School of Business 2005 — 2007
MSIST, Information Systems Development
The George Washington University - School of Business 1997 — 2001
BBA, Information Systems
Aquilent September 2015 - Present
TerpSys August 2008 - September 2015
Rydex Investments December 2007 - July 2008
Worldwide ERC April 2003 - December 2007
Vocus June 2001 - April 2003
Skills
SharePoint, Web Analytics, Google Analytics, User Experience, Requirements Analysis, Business Analysis, Project Management, SEO, CMS, HTML, Web Development, Web Project Management, Ektron, Scrum, Technical Writing, PMP, Usability, Agile Project Management, CSS, Quality Assurance, MS Project, Project Planning, Technical Training, PHP, Leadership, Requirements Gathering, Testing, PPC, JavaScript, Business Development, Agile Methodologies, Avectra, Microsoft Dynamics, XML, Drupal, Web Design, Dreamweaver, Experienced Business..., Information Architecture, Analytics, Software Documentation, Web Content Management, Web Applications, Software Project..., Axure
Education
The George Washington University - School of Business 2005 — 2007
MSIST, Information Systems Development
The George Washington University - School of Business 1997 — 2001
BBA, Information Systems
Joe Barrato Joe Barrato's Rydex Investments Experience July 2000 - January 2006
Job Owner, Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors January 2006 - Present
Rydex Investments July 2000 - January 2006
Federal Reserve Board October 1988 - January 2000
Education
The George Washington University 1985 — 1988
Bachelor, Finance
Dean College 1983 — 1985
BA, Liberal Art
Arrow Investment Advisors January 2006 - Present
Rydex Investments July 2000 - January 2006
Federal Reserve Board October 1988 - January 2000
Education
The George Washington University 1985 — 1988
Bachelor, Finance
Dean College 1983 — 1985
BA, Liberal Art
Doug Kish Doug Kish's Rydex Investments Experience May 2000 - May 2005
Job AVP; Advisor Recruiting at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
RBS Citizens Financial Group November 2013 - March 2015
Merrill Lynch April 2010 - November 2013
DAK Associates June 2006 - May 2010
iShares ETF's May 2005 - June 2006
Rydex Investments May 2000 - May 2005
Skills
Mutual Funds, Asset Management, Insurance, Alternative Investments, Hedge Funds, Annuities, Sales Recruitment, Structured Products, ETFs, Wealth Management, Asset Managment, Financial Services, Executive Search, Recruiting, Due Diligence, Investments, Fixed Annuities, Series 7, Retirement Planning, Investment Advisory, Investment Strategies, Fixed Income, Human Resources, Series 63, 401k, Employee Benefits, Equities, Investment Management, Financial Advisory, Relationship Management, Securities, Retirement, Asset Allocation
Education
Saint Bonaventure University 1996 — 2000
BBA, Accounting
Kenston High School 1992 — 1996
LPL Financial March 2015 - Present
RBS Citizens Financial Group November 2013 - March 2015
Merrill Lynch April 2010 - November 2013
DAK Associates June 2006 - May 2010
iShares ETF's May 2005 - June 2006
Rydex Investments May 2000 - May 2005
Skills
Mutual Funds, Asset Management, Insurance, Alternative Investments, Hedge Funds, Annuities, Sales Recruitment, Structured Products, ETFs, Wealth Management, Asset Managment, Financial Services, Executive Search, Recruiting, Due Diligence, Investments, Fixed Annuities, Series 7, Retirement Planning, Investment Advisory, Investment Strategies, Fixed Income, Human Resources, Series 63, 401k, Employee Benefits, Equities, Investment Management, Financial Advisory, Relationship Management, Securities, Retirement, Asset Allocation
Education
Saint Bonaventure University 1996 — 2000
BBA, Accounting
Kenston High School 1992 — 1996
Brenda Gail Hatcher's Rydex Investments Experience June 2001 - January 2009
Job Director, Software Engineering at Infintiy Insurance
Industry Information Technology and Services
Experience
Cobb Systems Group August 2009 - November 2012
Exeter Government Services, LLC November 2011 - October 2012
BGH Management Group, LLC 2011 - 2012
Rydex Investments June 2001 - January 2009
CitiFinancial July 2000 - June 2001
Watterson~Prime, Inc. January 1996 - July 2000
MNC Information Services 1987 - 1989
Skills
Business Process..., Requirements Analysis, Software Implementation, System Design, EAI, Program Management, SDLC, Management Consulting, Software Project..., Solution Architecture, Scrum, Project Management, Agile Methodologies, Business Intelligence, Management, Business Development, Software Development, Professional Services, Organizational Design, Process Design, Testing, Leadership, PMP, SOA, Consulting, Integration, Vendor Management, Business Analysis, Strategy, Process Improvement, Information Technology
Education
New Mexico State University 1993 — 1995
MBA, Economics
New Mexico State University 1991 — 1992
BBA, Business Computer Systems
Central Texas College, Asian Div. 1984 — 1986
AAS, Computer Science
Cobb Systems Group August 2009 - November 2012
Exeter Government Services, LLC November 2011 - October 2012
BGH Management Group, LLC 2011 - 2012
Rydex Investments June 2001 - January 2009
CitiFinancial July 2000 - June 2001
Watterson~Prime, Inc. January 1996 - July 2000
MNC Information Services 1987 - 1989
Skills
Business Process..., Requirements Analysis, Software Implementation, System Design, EAI, Program Management, SDLC, Management Consulting, Software Project..., Solution Architecture, Scrum, Project Management, Agile Methodologies, Business Intelligence, Management, Business Development, Software Development, Professional Services, Organizational Design, Process Design, Testing, Leadership, PMP, SOA, Consulting, Integration, Vendor Management, Business Analysis, Strategy, Process Improvement, Information Technology
Education
New Mexico State University 1993 — 1995
MBA, Economics
New Mexico State University 1991 — 1992
BBA, Business Computer Systems
Central Texas College, Asian Div. 1984 — 1986
AAS, Computer Science
Holly Marshall, MBA, CMP's Rydex Investments Experience Marketing and Sales SpecialistMicrosoft2002 - 2003
Job Marketing Manager at Rydex Investments
Industry Financial Services
Experience
Rydex Investments Marketing and Sales SpecialistMicrosoft2002 - 2003
Tallan (formely CMGI Solutions) 2000 - 2001
Wolf Trap Foundation for the Performing Arts 1998 - 2000
SnowSports Industries America (SIA) 1996 - 1998
Skills
Marketing, Marketing Strategy, Event Management, Corporate Events, Marketing Management, Managing Meetings, Human Resources, Strategic Planning, Board of Directors, Non-profit..., Volunteer Management, Office Administration, Office Management, Fundraisers, Direct Marketing, Budgets, Trade Shows, Event Planning, Marketing Event Planning, Sales, Team Building, Public Speaking, New Business Development, Sponsorship, Financial Services, Marketing Communications, Business Strategy, Management, Product Marketing, Financial Modeling, Competitive Analysis, Alternative Investments, Market Research, Strategy, Strategic Partnerships, Brand Management, Lead Generation
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MBA
Sweet Briar College 1991 — 1995
BA, Government and Spanish
Rydex Investments Marketing and Sales SpecialistMicrosoft2002 - 2003
Tallan (formely CMGI Solutions) 2000 - 2001
Wolf Trap Foundation for the Performing Arts 1998 - 2000
SnowSports Industries America (SIA) 1996 - 1998
Skills
Marketing, Marketing Strategy, Event Management, Corporate Events, Marketing Management, Managing Meetings, Human Resources, Strategic Planning, Board of Directors, Non-profit..., Volunteer Management, Office Administration, Office Management, Fundraisers, Direct Marketing, Budgets, Trade Shows, Event Planning, Marketing Event Planning, Sales, Team Building, Public Speaking, New Business Development, Sponsorship, Financial Services, Marketing Communications, Business Strategy, Management, Product Marketing, Financial Modeling, Competitive Analysis, Alternative Investments, Market Research, Strategy, Strategic Partnerships, Brand Management, Lead Generation
Education
The Johns Hopkins University - Carey Business School 2000 — 2002
MBA
Sweet Briar College 1991 — 1995
BA, Government and Spanish
Laura Linderman's Rydex Investments Experience 2004 - 2004
Job Director, Federal Tax Policy at TMobile
Industry Telecommunications
Experience
T-Mobile August 2014 - Present
T-Mobile August 2006 - Present
NABPAC 2006 - 2009
AT&T Wireless March 1996 - January 2005
Rydex Investments 2004 - 2004
AT&T 2000 - 2004
Health Plus 1995 - 1996
Skills
Wireless Services, Wireless, Telecommunications, Strategic Partnerships, Program Management, Mobile Devices, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Mergers, Policy, Product Management, Start-ups, Strategy, Vendor Management
Education
The Johns Hopkins University 2000 — 2004
MBA, Finance
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Finance
Lehigh University 1991 — 1995
Mercersburg Academy 1989 — 1991
T-Mobile August 2014 - Present
T-Mobile August 2006 - Present
NABPAC 2006 - 2009
AT&T Wireless March 1996 - January 2005
Rydex Investments 2004 - 2004
AT&T 2000 - 2004
Health Plus 1995 - 1996
Skills
Wireless Services, Wireless, Telecommunications, Strategic Partnerships, Program Management, Mobile Devices, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Mergers, Policy, Product Management, Start-ups, Strategy, Vendor Management
Education
The Johns Hopkins University 2000 — 2004
MBA, Finance
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Finance
Lehigh University 1991 — 1995
Mercersburg Academy 1989 — 1991
Chris Taffe's Rydex Investments Experience January 2005 - January 2008
Job Director, Strategic Partnership Group, Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Guggenheim Investments January 2008 - Present
Rydex Investments January 2005 - January 2008
Rydex Investments January 2002 - January 2005
Rydex Investments January 2001 - January 2002
American Express Financial Advisors 1998 - January 2001
Skills
ETFs, Mutual Funds, Global Business..., Strategic Partnerships, Alternative Investments, Asset Allocation, Asset Management, Equities, Finance, Hedge Funds, Investment Advisory, Investments, Portfolio Management, Relationship Management, Separately Managed..., Series 24, Series 63, Series 7, Wealth Management
Education
Roanoke College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Brian Dorn's Rydex Investments Experience 2004 - 2006
Job Investment Committee Chairman at The Retirement Network
Industry Financial Services
Experience
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
Andrei Kovalev's Rydex Investments Experience January 2006 - July 2007
Job Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Paul Bucchioni's Rydex Investments Experience 2002 - 2004
Job Section Chief, Retail Indicators Branch at U.S. Census Bureau
Industry Government Administration
Experience
U.S. Census Bureau August 2004 - Present
Rydex Investments 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Education
Towson University 1995 — 2000
BS, Business Administration
UMBC 1994 — 1996
U.S. Census Bureau August 2004 - Present
Rydex Investments 2002 - 2004
Ameriprise Financial Services, Inc. 2001 - 2002
Education
Towson University 1995 — 2000
BS, Business Administration
UMBC 1994 — 1996
Donald Whitfield's Rydex Investments Experience 2008 - Present
Job Student at Thomas Nelson Community College
Industry Computer Software
Experience
Rydex Investments 2008 - Present
Paragon Software Systems 1998 - 2008
Education
Thomas Nelson Community College 2006 — 2008
Rydex Investments 2008 - Present
Paragon Software Systems 1998 - 2008
Education
Thomas Nelson Community College 2006 — 2008
Latha Samala's Rydex Investments Experience May 2004 - March 2005
Job Software Engineer
Industry Computer Software
Experience
EMC September 2007 - Present
Kofax March 2005 - September 2007
Rydex Investments May 2004 - March 2005
Aspen Technology December 2000 - May 2004
The Reynolds and Reynolds Company October 1997 - December 2000
Skills
ASP.NET, C++/CLI, Agile Methodologies, Scrum, Web Applications, UML, Design Patterns, Software Development, C#, XML, Microsoft SQL Server, Eclipse, Data Visualization, Data Mining, Architecture, OOP
Education
UCSD Extension 2007 — 2008
Data Mining For Business Applications Certificate, Computer Science
Jawaharlal Nehru Technological University 1990 — 1994
B.Tech, Electrical Engineering
EMC September 2007 - Present
Kofax March 2005 - September 2007
Rydex Investments May 2004 - March 2005
Aspen Technology December 2000 - May 2004
The Reynolds and Reynolds Company October 1997 - December 2000
Skills
ASP.NET, C++/CLI, Agile Methodologies, Scrum, Web Applications, UML, Design Patterns, Software Development, C#, XML, Microsoft SQL Server, Eclipse, Data Visualization, Data Mining, Architecture, OOP
Education
UCSD Extension 2007 — 2008
Data Mining For Business Applications Certificate, Computer Science
Jawaharlal Nehru Technological University 1990 — 1994
B.Tech, Electrical Engineering
Amit Gutt's Rydex Investments Experience 2007 - 2009
Job Investment Strategist at Arrow Funds
Industry Investment Management
Experience
Arrow Funds 2014 - Present
KAUST Investment Management Company 2013 - 2013
US Department of Commerce 2009 - 2012
Rydex Investments 2007 - 2009
The Columbia Bank 2006 - 2007
Skills
Economics, Financial Modeling, Financial Analysis, Access, Data Analysis, Emerging Markets, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Fixed Income, Econometrics, Quantitative Analytics, Equities, Macroeconomics, Finance, Corporate Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University 2009 — 2011
Masters, Economics, Econometrics
University of Maryland Baltimore County 2005 — 2007
Bachelors, Financial Economics
Arrow Funds 2014 - Present
KAUST Investment Management Company 2013 - 2013
US Department of Commerce 2009 - 2012
Rydex Investments 2007 - 2009
The Columbia Bank 2006 - 2007
Skills
Economics, Financial Modeling, Financial Analysis, Access, Data Analysis, Emerging Markets, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Fixed Income, Econometrics, Quantitative Analytics, Equities, Macroeconomics, Finance, Corporate Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University 2009 — 2011
Masters, Economics, Econometrics
University of Maryland Baltimore County 2005 — 2007
Bachelors, Financial Economics
Christine Ryba's Rydex Investments Experience March 2002 - July 2005
Job Senior Vice President, Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management Marketing at Bank of America January 2012 - Present
Mirixa Corporation August 2007 - June 2011
Rydex Investments March 2002 - July 2005
Rydex Investments March 2002 - September 2004
CREDIT SUISSE ASSET MANAGEMENT July 1999 - March 2002
Skills
Marketing Communications, Marketing Strategy, Marketing, Leadership, Digital Marketing
Education
Marist College 1995 — 1999
B.S., Marketing and International Business
Montgomery High School 1990 — 1995
Merrill Lynch Wealth Management Marketing at Bank of America January 2012 - Present
Mirixa Corporation August 2007 - June 2011
Rydex Investments March 2002 - July 2005
Rydex Investments March 2002 - September 2004
CREDIT SUISSE ASSET MANAGEMENT July 1999 - March 2002
Skills
Marketing Communications, Marketing Strategy, Marketing, Leadership, Digital Marketing
Education
Marist College 1995 — 1999
B.S., Marketing and International Business
Montgomery High School 1990 — 1995
Jeffrey Laws's Rydex Investments Experience May 2002 - November 2002
Job Manager FP&A at Orchard Brands
Industry Music
Experience
Orchard Brands December 2013 - Present
Orchard Brands January 2012 - Present
Rounder Records April 2006 - April 2011
Rounder Records April 2006 - October 2009
State Street Bank December 2002 - April 2006
Rydex Investments May 2002 - November 2002
T. Rowe Price June 1999 - May 2002
State Street Bank May 1996 - June 1999
Education
Bentley University 1992 — 1996
B.S., Accounting
Orchard Brands December 2013 - Present
Orchard Brands January 2012 - Present
Rounder Records April 2006 - April 2011
Rounder Records April 2006 - October 2009
State Street Bank December 2002 - April 2006
Rydex Investments May 2002 - November 2002
T. Rowe Price June 1999 - May 2002
State Street Bank May 1996 - June 1999
Education
Bentley University 1992 — 1996
B.S., Accounting
Joshua Alderman's Rydex Investments Experience May 2002 - October 2006
Job Director Institutional Business Development at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. October 2006 - Present
Rydex Investments May 2002 - October 2006
Munder Capital Management October 1998 - May 2002
Education
The Ohio State University 1989 — 1993
Diamond Hill Capital Management, Inc. October 2006 - Present
Rydex Investments May 2002 - October 2006
Munder Capital Management October 1998 - May 2002
Education
The Ohio State University 1989 — 1993
J. Day Thomas's Rydex Investments Experience 2000 - 2007
Job IBD National Accounts Manager at Realty Capital Securities
Industry Investment Management
Experience
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Neil E. Kays's Rydex Investments Experience September 2005 - December 2006
Job Chief Marketing Officer, Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Katie Andrews's Rydex Investments Experience 2004 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
FINRA March 2012 - Present
Ceros Financial Services, Inc. September 2010 - March 2012
JP Morgan Worldwide Securities Services August 2009 - August 2010
Rydex Investments 2004 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Equities, Series 63, FINRA, Series 24
Education
The Ohio State University 1997 — 2001
FINRA March 2012 - Present
Ceros Financial Services, Inc. September 2010 - March 2012
JP Morgan Worldwide Securities Services August 2009 - August 2010
Rydex Investments 2004 - 2009
Skills
Alternative Investments, Series 7, Mutual Funds, Equities, Series 63, FINRA, Series 24
Education
The Ohio State University 1997 — 2001
Jody Marraccini's Rydex Investments Experience March 2004 - June 2008
Job LSS Black Belt
Industry Financial Services
Experience
Cardinal Health July 2013 - Present
Cardinal Health February 2011 - July 2013
Cardinal Health August 2009 - February 2011
Cardinal Health June 2008 - August 2009
Rydex Investments March 2004 - June 2008
Rydex Investments March 2005 - March 2006
Skills
Financial Analysis, Financial Modeling, Asset Managment, Investments, Portfolio Management, Process Improvement, Financial Reporting, Budgets, PeopleSoft, Strategic Financial..., Accounting, Risk Management, Equities, Strategic Planning, Valuation, Project Management, Project Coordination, Data Analysis, Lean Management, Lean Transformation, Lean Tools, Strategy, Financial Planning, Management, Six Sigma, Team Leadership, Asset Management, Analysis, Finance, Operational Excellence, Business Analysis, Black Belt, Business Process..., Leadership, Business Strategy
Education
University of Maryland University College 2001 — 2004
Bachelors of Science, Business Administration-Finance
The Ohio State University 1997 — 1999
Associate of Science, Engineering
Cardinal Health July 2013 - Present
Cardinal Health February 2011 - July 2013
Cardinal Health August 2009 - February 2011
Cardinal Health June 2008 - August 2009
Rydex Investments March 2004 - June 2008
Rydex Investments March 2005 - March 2006
Skills
Financial Analysis, Financial Modeling, Asset Managment, Investments, Portfolio Management, Process Improvement, Financial Reporting, Budgets, PeopleSoft, Strategic Financial..., Accounting, Risk Management, Equities, Strategic Planning, Valuation, Project Management, Project Coordination, Data Analysis, Lean Management, Lean Transformation, Lean Tools, Strategy, Financial Planning, Management, Six Sigma, Team Leadership, Asset Management, Analysis, Finance, Operational Excellence, Business Analysis, Black Belt, Business Process..., Leadership, Business Strategy
Education
University of Maryland University College 2001 — 2004
Bachelors of Science, Business Administration-Finance
The Ohio State University 1997 — 1999
Associate of Science, Engineering
Marshall Marraccini III's Rydex Investments Experience 2005 - 2009
Job Regional Mutual Funds Wholesaler at Nationwide
Industry Financial Services
Experience
Nationwide April 2015 - Present
Diamond Hill Capital Management May 2013 - May 2014
Lancaster Pollard Investment Advisory Group 2011 - 2012
Old Mutual 2009 - 2010
Rydex Investments 2005 - 2009
Federated Investors 2004 - 2005
Skills
Mutual Funds, Alternative Investments, Investments, ETFs, Asset Allocation, Series 7, Hedge Funds, Risk Management, Derivatives, Investment Strategies, Consultative Selling, Options, Series 66, Institutional, Managed Futures, Endorsements and...
Education
Penn State University 2000 — 2004
Finance, General
Nationwide April 2015 - Present
Diamond Hill Capital Management May 2013 - May 2014
Lancaster Pollard Investment Advisory Group 2011 - 2012
Old Mutual 2009 - 2010
Rydex Investments 2005 - 2009
Federated Investors 2004 - 2005
Skills
Mutual Funds, Alternative Investments, Investments, ETFs, Asset Allocation, Series 7, Hedge Funds, Risk Management, Derivatives, Investment Strategies, Consultative Selling, Options, Series 66, Institutional, Managed Futures, Endorsements and...
Education
Penn State University 2000 — 2004
Finance, General
Brendan Cain's Rydex Investments Experience July 2006 - Present
Job Senior Investment Valuation Analyst
Industry Financial Services
Experience
Rydex Investments July 2006 - Present
Skills
Mutual Funds, Swaps, Alternative Investments, Bloomberg, Fixed Income
Education
Gettysburg College 2002 — 2006
Rydex Investments July 2006 - Present
Skills
Mutual Funds, Swaps, Alternative Investments, Bloomberg, Fixed Income
Education
Gettysburg College 2002 — 2006
Gregg Ruvoli's Rydex Investments Experience 2005 - 2009
Job President
Industry Financial Services
Experience
Cetera Financial Specialists January 2015 - Present
Cetera Financial Specialists 2009 - 2014
Rydex Investments 2005 - 2009
Allstate Financial Services, LLC 1984 - 2005
Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation
Education
DePaul University 1980 — 1983
Cetera Financial Specialists January 2015 - Present
Cetera Financial Specialists 2009 - 2014
Rydex Investments 2005 - 2009
Allstate Financial Services, LLC 1984 - 2005
Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation
Education
DePaul University 1980 — 1983
Monique Shepherd's Rydex Investments Experience June 2004 - March 2005
Job Epic Principal Trainer at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
Steve Staab's Rydex Investments Experience July 2001 - January 2009
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management May 2009 - Present
Rydex Investments July 2001 - January 2009
Education
Mount St. Mary's University 1997 — 2001
Goldman Sachs Asset Management May 2009 - Present
Rydex Investments July 2001 - January 2009
Education
Mount St. Mary's University 1997 — 2001
Tameka Buchanan's Rydex Investments Experience 2007 - 2008
Job Manager, MVPD Content Distribution at CBS Corporation
Industry Media Production
Experience
CBS Corporation 2012 - Present
Discovery Communications 2008 - 2012
Rydex Investments 2007 - 2008
Rydex Investments 2005 - 2007
NYSE Euronext 2004 - 2005
HotJobs.com 2000 - 2002
Skills
Contract Negotiation, Account Management, Oracle Financial, Financial Statement..., Media Relations, Fund Administration, Financial Analysis, Accounting
Education
University of Maryland University College
MBA
George Mason University
BS, Finance
CBS Corporation 2012 - Present
Discovery Communications 2008 - 2012
Rydex Investments 2007 - 2008
Rydex Investments 2005 - 2007
NYSE Euronext 2004 - 2005
HotJobs.com 2000 - 2002
Skills
Contract Negotiation, Account Management, Oracle Financial, Financial Statement..., Media Relations, Fund Administration, Financial Analysis, Accounting
Education
University of Maryland University College
MBA
George Mason University
BS, Finance
Shawn Wears, CFP®'s Rydex Investments Experience February 2008 - February 2011
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Al Hurst's Rydex Investments Experience July 2000 - November 2005
Job Developer at Medical Funding Services
Industry Information Technology and Services
Experience
Maryland Workers Compensation Commission March 2008 - Present
Medical Funding Services April 2006 - February 2008
OMNI Solutions Group November 2005 - April 2006
Rydex Investments July 2000 - November 2005
Youth For Understanding April 1998 - July 2000
Democratic National Committee July 1994 - April 1998
National Electronics Warranty Corporation June 1992 - July 1994
National Trust for Historic Preservation November 1987 - June 1992
Education
Shepherd University 1982 — 1987
Maryland Workers Compensation Commission March 2008 - Present
Medical Funding Services April 2006 - February 2008
OMNI Solutions Group November 2005 - April 2006
Rydex Investments July 2000 - November 2005
Youth For Understanding April 1998 - July 2000
Democratic National Committee July 1994 - April 1998
National Electronics Warranty Corporation June 1992 - July 1994
National Trust for Historic Preservation November 1987 - June 1992
Education
Shepherd University 1982 — 1987
Pam Behrens, PMP's Rydex Investments Experience February 2000 - August 2002
Job IS Agile Coach at Michelin
Industry Information Technology and Services
Experience
Michelin August 2015 - Present
Michelin November 2012 - Present
PMI Palmetto Chapter August 2011 - Present
Michelin February 2011 - November 2012
Tire Centers (TCI) June 2009 - December 2010
CTG May 2008 - May 2009
TEKsystems May 2007 - April 2008
UnitedHealthcare (formerly MAMSI) December 2002 - October 2006
Rydex Investments February 2000 - August 2002
Skills
PMP, Visio, Project Management, Business Analysis, MS Project, Software Project..., SDLC, Requirements Analysis
Education
Clarion University of Pennsylvania 1982 — 1986
BS, Business Computers & Information Systems
Michelin August 2015 - Present
Michelin November 2012 - Present
PMI Palmetto Chapter August 2011 - Present
Michelin February 2011 - November 2012
Tire Centers (TCI) June 2009 - December 2010
CTG May 2008 - May 2009
TEKsystems May 2007 - April 2008
UnitedHealthcare (formerly MAMSI) December 2002 - October 2006
Rydex Investments February 2000 - August 2002
Skills
PMP, Visio, Project Management, Business Analysis, MS Project, Software Project..., SDLC, Requirements Analysis
Education
Clarion University of Pennsylvania 1982 — 1986
BS, Business Computers & Information Systems
Joe Arruda's Rydex Investments Experience January 2003 - May 2008
Job Senior Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments May 2008 - Present
Rydex Investments January 2003 - May 2008
State Street May 1999 - January 2003
State Street August 1997 - May 1999
JPMorgan Chase 1995 - 1997
Education
Bridgewater State University 1984 — 1989
Bachelors, Accounting/Finance
Guggenheim Investments May 2008 - Present
Rydex Investments January 2003 - May 2008
State Street May 1999 - January 2003
State Street August 1997 - May 1999
JPMorgan Chase 1995 - 1997
Education
Bridgewater State University 1984 — 1989
Bachelors, Accounting/Finance
John Gabriel, MBA, CFP®'s Rydex Investments Experience March 2000 - November 2006
Job Regional Director at Weitz Investment Management
Industry Financial Services
Experience
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Weitz Investment Management May 2011 - Present
Bellatore April 2008 - October 2010
Bellatore, LLC April 2008 - November 2009
Alliance Capital Management December 2006 - January 2008
Rydex Investments March 2000 - November 2006
Rydex 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, ETFs, Investment Management, Separately Managed..., Financial Services, Trading, Financial Advisory, Series 63, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Investment Strategies, Series 65
Education
University of Colorado Denver 2002 — 2005
MBA, Finance, Entrepreneurship
University of Denver 1989 — 1993
BA, Environmental Science & Education
Eric Purple's Rydex Investments Experience 1998 - 1999
Job Partner at K&L Gates LLP
Industry Law Practice
Experience
K&L Gates LLP 2009 - Present
Bell, Boyd & Lloyd 2007 - 2009
U.S. Securities and Exchange Commission (SEC) 1999 - 2007
Rydex Investments 1998 - 1999
Education
Georgetown University Law Center 1995 — 1996
LL.M.
The University of Alabama School of Law 1990 — 1993
J.D.
Vanderbilt University 1986 — 1990
BA
K&L Gates LLP 2009 - Present
Bell, Boyd & Lloyd 2007 - 2009
U.S. Securities and Exchange Commission (SEC) 1999 - 2007
Rydex Investments 1998 - 1999
Education
Georgetown University Law Center 1995 — 1996
LL.M.
The University of Alabama School of Law 1990 — 1993
J.D.
Vanderbilt University 1986 — 1990
BA
Mike Zarren's Rydex Investments Experience September 2003 - August 2005
Job Director, Key Accounts at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC August 2013 - Present
Ceros Financial Services, Inc. September 2009 - August 2013
Rydex Financial Services, Inc. August 2005 - September 2009
Rydex Investments September 2003 - August 2005
Merrill Lynch January 2001 - May 2001
Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments
Education
Towson University 1997 — 2001
BS, Finance
CLS Investments, LLC August 2013 - Present
Ceros Financial Services, Inc. September 2009 - August 2013
Rydex Financial Services, Inc. August 2005 - September 2009
Rydex Investments September 2003 - August 2005
Merrill Lynch January 2001 - May 2001
Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments
Education
Towson University 1997 — 2001
BS, Finance
Christopher Schipske, CPA, CFP(r)'s Rydex Investments Experience 1998 - 2002
Job Independent Financial & Tax Planner
Industry Financial Services
Experience
Rydex Investments 1998 - 2002
Education
Salisbury University - Perdue School of Business 1992 — 1994
Rydex Investments 1998 - 2002
Education
Salisbury University - Perdue School of Business 1992 — 1994
Abby Hensley, CMP's Rydex Investments Experience January 2006 - September 2007
Job Events Manager
Industry Hospitality
Experience
Laureate Education, Inc. February 2008 - Present
RiskMetrics Group September 2007 - February 2008
Rydex Investments January 2006 - September 2007
Education
Towson University 2000 — 2004
Bachelor of Science (B.S.), Psychology/Sociology
Laureate Education, Inc. February 2008 - Present
RiskMetrics Group September 2007 - February 2008
Rydex Investments January 2006 - September 2007
Education
Towson University 2000 — 2004
Bachelor of Science (B.S.), Psychology/Sociology
Samuel Groban, CFA's Rydex Investments Experience October 2000 - September 2001
Job Vice President, Domestic Fixed Income Strategies
Industry Investment Management
Experience
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
OppenheimerFunds July 2009 - Present
Bear Stearns Asset Management April 2005 - November 2008
AllianceBernstein October 2001 - March 2005
Rydex Investments October 2000 - September 2001
Skills
Hedge Funds, Due Diligence, Equities, Alternative Investments, Asset Managment, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA
University of Michigan 1996 — 2000
BA
Kevin McCrone's Rydex Investments Experience February 2009 - September 2010
Job Associate VNS Therapeutic Consultant at Cyberonics
Industry Medical Devices
Experience
Cyberonics May 2014 - Present
Principal Financial Group September 2010 - May 2014
Rydex Investments February 2009 - September 2010
Morgan Stanley November 2007 - February 2009
Skills
Asset Allocation, Series 7, Investments, Fixed Income, Mutual Funds, Financial Advisory, Series 63, Operating Room, Medical Devices
Education
Sandler Training 2012 — 2012
Sales Training
Esposito Communication 2010 — 2010
Public Speaking
Sequoia System 2009 — 2009
Wholesaler Training
Central Michigan University 1994 — 1996
MBA, Emphasis in Finance
Michigan State University 1989 — 1994
Social Science, Economics
University of London 1992 — 1992
Michigan State Overseas Study Program
Michigan State University
Cyberonics May 2014 - Present
Principal Financial Group September 2010 - May 2014
Rydex Investments February 2009 - September 2010
Morgan Stanley November 2007 - February 2009
Skills
Asset Allocation, Series 7, Investments, Fixed Income, Mutual Funds, Financial Advisory, Series 63, Operating Room, Medical Devices
Education
Sandler Training 2012 — 2012
Sales Training
Esposito Communication 2010 — 2010
Public Speaking
Sequoia System 2009 — 2009
Wholesaler Training
Central Michigan University 1994 — 1996
MBA, Emphasis in Finance
Michigan State University 1989 — 1994
Social Science, Economics
University of London 1992 — 1992
Michigan State Overseas Study Program
Michigan State University
Christopher Leff, CFA's Rydex Investments Experience March 2006 - November 2009
Job Analytics Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage April 2012 - Present
Actualize Consulting November 2009 - April 2012
Rydex Investments March 2006 - November 2009
Strategic Financial Advisers November 2004 - March 2006
Sullivan, Bruyette, Speros & Blayney July 2003 - November 2004
Charles Schwab July 1999 - February 2003
Skills
Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Capital Markets, Equities, Microsoft Excel, Hedge Funds, Bloomberg, Financial Services, Asset Managment, Valuation, Financial Analysis, Portfolio Management, Financial Risk, Asset Allocation, Mutual Funds, Risk Management, Credit, Access, Banking, Emerging Markets, Investment Advisory, Financial Markets, Due Diligence, Analysis, Finance, Investment Management, Investments, Strategic Financial..., Trading
Education
University of Phoenix 1998 — 2000
MBA, General
Arizona State University 1993 — 1998
BA, English
CFA Charter Holder CFA Institute
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage April 2012 - Present
Actualize Consulting November 2009 - April 2012
Rydex Investments March 2006 - November 2009
Strategic Financial Advisers November 2004 - March 2006
Sullivan, Bruyette, Speros & Blayney July 2003 - November 2004
Charles Schwab July 1999 - February 2003
Skills
Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Capital Markets, Equities, Microsoft Excel, Hedge Funds, Bloomberg, Financial Services, Asset Managment, Valuation, Financial Analysis, Portfolio Management, Financial Risk, Asset Allocation, Mutual Funds, Risk Management, Credit, Access, Banking, Emerging Markets, Investment Advisory, Financial Markets, Due Diligence, Analysis, Finance, Investment Management, Investments, Strategic Financial..., Trading
Education
University of Phoenix 1998 — 2000
MBA, General
Arizona State University 1993 — 1998
BA, English
CFA Charter Holder CFA Institute
Luke Tolbert's Rydex Investments Experience February 2006 - May 2008
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2011 - 2013
J.P. Morgan June 2010 - August 2010
IFC - International Finance Corporation May 2009 - August 2009
Pan African Capital Group January 2009 - May 2009
Emerging Markets Private Equity Association (EMPEA) October 2008 - December 2008
Rydex Investments February 2006 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Equities, Economics, Financial Analysis, Fixed Income, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2011
MA, International Economics, African Studies, Development Economics
University of Pennsylvania - The Wharton School 2008 — 2011
MBA, International Finance
J.P. Morgan 2011 - 2013
J.P. Morgan June 2010 - August 2010
IFC - International Finance Corporation May 2009 - August 2009
Pan African Capital Group January 2009 - May 2009
Emerging Markets Private Equity Association (EMPEA) October 2008 - December 2008
Rydex Investments February 2006 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Equities, Economics, Financial Analysis, Fixed Income, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2011
MA, International Economics, African Studies, Development Economics
University of Pennsylvania - The Wharton School 2008 — 2011
MBA, International Finance
Greg van Inwegen's Rydex Investments Experience 2004 - 2004
Job Global Head of Quantitative Research, Citi Investment Management
Industry Investment Management
Experience
Citi August 2010 - Present
Ivy Asset Management/BNY Mellon 2004 - 2010
Rydex Investments 2004 - 2004
Deutsche Asset Management 2000 - 2002
Bankers Trust 1998 - 1999
Verizon (NYTel Asset Management Co) 1996 - 1997
Skills
Portfolio Management, Asset Allocation, Financial Risk, Management, Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Investments, Risk Management, Structured Products, Investment Management, Series 7, Financial Modeling, Asset Managment, Securities, Trading, Mutual Funds, Valuation, Bloomberg, Portfolio Optimization, Fund Of Funds, Market Risk, Wealth Management, Investment Strategies, Investment Banking, Quantitative Research, Private Equity, Emerging Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Phd, Finance
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University of California, Berkeley, Haas School of Business 1979 — 1983
BS, Finance
Los Gatos High School
Citi August 2010 - Present
Ivy Asset Management/BNY Mellon 2004 - 2010
Rydex Investments 2004 - 2004
Deutsche Asset Management 2000 - 2002
Bankers Trust 1998 - 1999
Verizon (NYTel Asset Management Co) 1996 - 1997
Skills
Portfolio Management, Asset Allocation, Financial Risk, Management, Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Investments, Risk Management, Structured Products, Investment Management, Series 7, Financial Modeling, Asset Managment, Securities, Trading, Mutual Funds, Valuation, Bloomberg, Portfolio Optimization, Fund Of Funds, Market Risk, Wealth Management, Investment Strategies, Investment Banking, Quantitative Research, Private Equity, Emerging Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Phd, Finance
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University of California, Berkeley, Haas School of Business 1979 — 1983
BS, Finance
Los Gatos High School
Trisha Miller's Rydex Investments Experience 2004 - 2008
Job CoPresident, National Sales Manager, Carey Financial, LLC an affiliate of W. P. Carey Inc.
Industry Financial Services
Experience
Carey Financial, LLC an affiliate of W. P. Carey Inc. 2008 - Present
Rydex Investments 2004 - 2008
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
Master of Business Administration (MBA)
Chatham College 1981 — 1985
Bachelor of Arts (BA), Business Administration and Management, General
Carey Financial, LLC an affiliate of W. P. Carey Inc. 2008 - Present
Rydex Investments 2004 - 2008
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
Master of Business Administration (MBA)
Chatham College 1981 — 1985
Bachelor of Arts (BA), Business Administration and Management, General
Aaron Junk's Rydex Investments Experience 2001 - 2009
Job VP at JP Morgan Asset Management
Industry Investment Management
Experience
JPMorgan Chase May 2009 - Present
Rydex September 2001 - January 2009
Rydex Investments 2001 - 2009
United States Marine Corps June 1994 - March 2002
Thomson Financial February 2000 - September 2001
Education
East Central College
A.A., General Studies
Maryville University of Saint Louis
B.S. in Management, Business
JPMorgan Chase May 2009 - Present
Rydex September 2001 - January 2009
Rydex Investments 2001 - 2009
United States Marine Corps June 1994 - March 2002
Thomson Financial February 2000 - September 2001
Education
East Central College
A.A., General Studies
Maryville University of Saint Louis
B.S. in Management, Business
L. Allison Charley's Rydex Investments Experience 2006 - 2008
Job Compliance Executive for RIAs, BDs and Private Funds
Industry Financial Services
Experience
U.S. Securities and Exchange Commission 2015 - Present
MIP Global, Inc. 2013 - 2015
Financial Industry Technical Services 2008 - 2015
Charley Compliance Consulting 2008 - 2015
Rydex Investments 2006 - 2008
Chevy Chase Financial Services 2005 - 2006
Capital Financial Group/H.Beck 2002 - 2005
Various Firms 2000 - 2002
Skills
Financial Services, Mutual Funds, FINRA, Securities, Hedge Funds, AML, Investments, Series 7, Fixed Income, Equities, Asset Management, ETFs, Series 24, USA PATRIOT Act, Compliance, Alternative Investments, Investment Advisory, SEC, Bank Secrecy Act, Risk Management, Project Management, Due Diligence, Derivatives, Investment Management, Trading, Separately Managed..., Insurance, Investment Strategies, Uniform Combined State..., Regulatory Reporting, Operational Efficiency, Securities Regulation, Securities Arbitration, Growth Initiatives, Licensing, Asset Managment, Managed Futures, Fixed Annuities, Closed-end Funds, Structured Products, Wealth Management, Commodity, Financial Advisory, OFAC, Broker-Dealer, Code of Ethics, KYC, Investment Advisers Act, Investment Company Act, Swaps
Education
Hollins University 1994 — 1998
B.A.
U.S. Securities and Exchange Commission 2015 - Present
MIP Global, Inc. 2013 - 2015
Financial Industry Technical Services 2008 - 2015
Charley Compliance Consulting 2008 - 2015
Rydex Investments 2006 - 2008
Chevy Chase Financial Services 2005 - 2006
Capital Financial Group/H.Beck 2002 - 2005
Various Firms 2000 - 2002
Skills
Financial Services, Mutual Funds, FINRA, Securities, Hedge Funds, AML, Investments, Series 7, Fixed Income, Equities, Asset Management, ETFs, Series 24, USA PATRIOT Act, Compliance, Alternative Investments, Investment Advisory, SEC, Bank Secrecy Act, Risk Management, Project Management, Due Diligence, Derivatives, Investment Management, Trading, Separately Managed..., Insurance, Investment Strategies, Uniform Combined State..., Regulatory Reporting, Operational Efficiency, Securities Regulation, Securities Arbitration, Growth Initiatives, Licensing, Asset Managment, Managed Futures, Fixed Annuities, Closed-end Funds, Structured Products, Wealth Management, Commodity, Financial Advisory, OFAC, Broker-Dealer, Code of Ethics, KYC, Investment Advisers Act, Investment Company Act, Swaps
Education
Hollins University 1994 — 1998
B.A.
David Reilly, CFA's Rydex Investments Experience December 2004 - January 2009
Job Institutional Portfolio Manager Strategic Advisors at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Mark Hornbaker's Rydex Investments Experience January 2005 - January 2009
Job Sales Analyst
Industry Financial Services
Experience
Arrow Investment Advisors July 2010 - Present
D.C. Baseball History Company December 2011 - Present
Rydex Investments January 2005 - January 2009
Rydex Investments May 1999 - December 2004
Skills
Alternative Investments, Sales, Sales Management, Mutual Funds, Blogging, Finance, Asset Management, Financial Statement..., ETFs, Investments, Retail
Education
Montgomery College 1982 — 1983
Accounting
Arrow Investment Advisors July 2010 - Present
D.C. Baseball History Company December 2011 - Present
Rydex Investments January 2005 - January 2009
Rydex Investments May 1999 - December 2004
Skills
Alternative Investments, Sales, Sales Management, Mutual Funds, Blogging, Finance, Asset Management, Financial Statement..., ETFs, Investments, Retail
Education
Montgomery College 1982 — 1983
Accounting
Walter Kenyon's Rydex Investments Experience April 2003 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Rydex Investments April 2003 - January 2009
Prudential Investments December 1998 - September 2001
American Skandia January 1995 - November 1998
MFS Investment Management 1980 - 1993
Skills
Investments, Alternative Investments, Mutual Funds, Relationship Management, Leadership, Management, Sales, Series 7, Series 63, Asset Allocation, Securities, Negotiation, Wealth Management, Hedge Funds, Investment Advisory, Equities, Asset Management, Fixed Income, ETFs, Investment Strategies, Financial Services, Retirement, 401k, Fixed Annuities, Investment Management, Retirement Planning, Strategic Financial..., Separately Managed..., Portfolio Management, Due Diligence, FINRA
Education
Tufts University 1975 — 1979
BA, Economics and Political Science
Rydex Investments April 2003 - January 2009
Prudential Investments December 1998 - September 2001
American Skandia January 1995 - November 1998
MFS Investment Management 1980 - 1993
Skills
Investments, Alternative Investments, Mutual Funds, Relationship Management, Leadership, Management, Sales, Series 7, Series 63, Asset Allocation, Securities, Negotiation, Wealth Management, Hedge Funds, Investment Advisory, Equities, Asset Management, Fixed Income, ETFs, Investment Strategies, Financial Services, Retirement, 401k, Fixed Annuities, Investment Management, Retirement Planning, Strategic Financial..., Separately Managed..., Portfolio Management, Due Diligence, FINRA
Education
Tufts University 1975 — 1979
BA, Economics and Political Science
Ryan Shedd's Rydex Investments Experience February 2011 - January 2012
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Brian Conneely's Rydex Investments Experience October 2007 - June 2009
Job First Vice President at Carey Financial, LLC
Industry Financial Services
Experience
W. P. Carey Inc. Regional First Vice PresidentCarey Financial, LLCFebruary 2010 - Present
Transamerica Capital August 2009 - February 2010
Rydex Investments October 2007 - June 2009
Sun Life Financial March 2006 - October 2007
Allstate Financial December 2000 - March 2006
Morgan Stanley May 2000 - December 2000
Morgan Stanley February 1999 - May 2000
Skills
Mutual Funds, CRM, Fixed Annuities, Insurance, Wholesale, Investments, Series 24, Financial Services, Alternative Investments, Sales, Equities, Asset Management, ETFs, Investment Management, Securities, Series 7, Strategic Financial..., Portfolio Management, Series 63
Education
Hofstra University 1997 — 1998
BBA, Marketing
Siena College 1994 — 1997
Marketing and Management
W. P. Carey Inc. Regional First Vice PresidentCarey Financial, LLCFebruary 2010 - Present
Transamerica Capital August 2009 - February 2010
Rydex Investments October 2007 - June 2009
Sun Life Financial March 2006 - October 2007
Allstate Financial December 2000 - March 2006
Morgan Stanley May 2000 - December 2000
Morgan Stanley February 1999 - May 2000
Skills
Mutual Funds, CRM, Fixed Annuities, Insurance, Wholesale, Investments, Series 24, Financial Services, Alternative Investments, Sales, Equities, Asset Management, ETFs, Investment Management, Securities, Series 7, Strategic Financial..., Portfolio Management, Series 63
Education
Hofstra University 1997 — 1998
BBA, Marketing
Siena College 1994 — 1997
Marketing and Management
John Serrapere's Rydex Investments Experience 2000 - 2003
Job President of Arrow Insights, LLC
Industry Investment Management
Experience
Arrow Investment Advisors, LLC April 2008 - Present
Arrow Insights, LLC 2008 - Present
Arrow Investment Advisors, LLC April 2008 - Present
marcus evans Summits 2003 - 2015
Foster Holdings, Inc July 2003 - April 2008
Rydex Investments 2000 - 2003
Skills
Trading, Alternative Investments, CDS, Stocks, Financial Markets, Investments, Asset Allocation, Credit Derivatives, Portfolio Management, Finance, Analysis, Economics, Hedge Funds, Capital Markets, ETFs, Equities, Asset Management, Mutual Funds, Investment Strategies
Education
Indiana University of Pennsylvania 1974 — 1979
BA, Economics & Pyshcology
Arrow Investment Advisors, LLC April 2008 - Present
Arrow Insights, LLC 2008 - Present
Arrow Investment Advisors, LLC April 2008 - Present
marcus evans Summits 2003 - 2015
Foster Holdings, Inc July 2003 - April 2008
Rydex Investments 2000 - 2003
Skills
Trading, Alternative Investments, CDS, Stocks, Financial Markets, Investments, Asset Allocation, Credit Derivatives, Portfolio Management, Finance, Analysis, Economics, Hedge Funds, Capital Markets, ETFs, Equities, Asset Management, Mutual Funds, Investment Strategies
Education
Indiana University of Pennsylvania 1974 — 1979
BA, Economics & Pyshcology
Brian Shapiro's Rydex Investments Experience July 2004 - November 2005
Job Insurance Specialist
Industry Information Services
Experience
Pizzola Insurance October 2009 - Present
Phoenix Wealth Management April 2007 - September 2009
Rydex Investments July 2004 - November 2005
Jackson National Life February 2000 - July 2003
Skills
Fixed Annuities
Education
California State University-Northridge
MA, Kinesiology
Pizzola Insurance October 2009 - Present
Phoenix Wealth Management April 2007 - September 2009
Rydex Investments July 2004 - November 2005
Jackson National Life February 2000 - July 2003
Skills
Fixed Annuities
Education
California State University-Northridge
MA, Kinesiology
Steven Barrocas's Rydex Investments Experience January 2004 - June 2007
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2007 - Present
Rydex Investments January 2004 - June 2007
Rydex Investments January 2004 - August 2004
Prudential Financial January 2001 - January 2004
Barro-Tex May 1996 - December 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Retirement Plan..., Practice Management, Equities, Investments, Investment Management, Financial Services, Capital Markets, Public Speaking, Financial Markets, Securities, Finance, Estate Planning, Asset Allocation, ETFs, Asset Management
Education
Syracuse University 1992 — 1996
BS
Syracuse University 1992 — 1996
Bachelor of Science (B.S.)
MFS Investment Management June 2007 - Present
Rydex Investments January 2004 - June 2007
Rydex Investments January 2004 - August 2004
Prudential Financial January 2001 - January 2004
Barro-Tex May 1996 - December 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Retirement Plan..., Practice Management, Equities, Investments, Investment Management, Financial Services, Capital Markets, Public Speaking, Financial Markets, Securities, Finance, Estate Planning, Asset Allocation, ETFs, Asset Management
Education
Syracuse University 1992 — 1996
BS
Syracuse University 1992 — 1996
Bachelor of Science (B.S.)
Craig Lawver's Rydex Investments Experience 2003 - 2006
Job Business Analysis Manager at Common Securitization Solutions
Industry Financial Services
Experience
Common Securitization Solutions August 2015 - Present
Fannie Mae January 2013 - August 2015
Fannie Mae September 2010 - January 2013
Fannie Mae August 2008 - September 2010
Fannie Mae June 2006 - August 2008
Rydex Investments 2003 - 2006
Rydex Investments 2003 - 2006
Waddell and Reed 2002 - 2003
Skills
Financial Risk, Mutual Funds, Credit Risk, Capital Markets, Fixed Income, Securities, Back Office, Relationship Management, Valuation, Risk Management, Management, Trading, Asset Management, Financial Services, Investments, Finance
Education
Susquehanna University 1999 — 2003
B.S, Business Administration
Common Securitization Solutions August 2015 - Present
Fannie Mae January 2013 - August 2015
Fannie Mae September 2010 - January 2013
Fannie Mae August 2008 - September 2010
Fannie Mae June 2006 - August 2008
Rydex Investments 2003 - 2006
Rydex Investments 2003 - 2006
Waddell and Reed 2002 - 2003
Skills
Financial Risk, Mutual Funds, Credit Risk, Capital Markets, Fixed Income, Securities, Back Office, Relationship Management, Valuation, Risk Management, Management, Trading, Asset Management, Financial Services, Investments, Finance
Education
Susquehanna University 1999 — 2003
B.S, Business Administration
Christopher Schipske, CPA, CFP(r)'s Rydex Investments Experience January 1998 - January 2002
Job President/Owner of Platinum Financial Group, LLC
Industry Financial Services
Experience
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science
Platinum Financial Group August 2010 - Present
Calvert Investments January 2002 - January 2003
Rydex Investments January 1998 - January 2002
Skills
Customer Service, QuickBooks, Budgets, Financial Reporting, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation
Education
Salisbury University 1992 — 1994
Accounting, Accounting
Ocean County College 1989 — 1990
none, Computer Science
Cameron Bryant's Rydex Investments Experience February 2004 - August 2010
Job Budget Analyst
Industry Accounting
Experience
HUD-OIG September 2010 - Present
Rydex Investments February 2004 - August 2010
Penske Truck Leasing September 2000 - February 2004
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Reporting, Accounting, Analysis, Leadership, Microsoft Word, Strategic Planning, Budgets, PowerPoint, Risk Management, Program Management, Auditing
Education
Salisbury University 1995 — 2000
Bachelor of Science, Marketing and Management
Salisbury University - Perdue School of Business 1995 — 2000
Bachelor of Science, Marketing and Management
RHS 1991 — 1995
General Studies
HUD-OIG September 2010 - Present
Rydex Investments February 2004 - August 2010
Penske Truck Leasing September 2000 - February 2004
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Reporting, Accounting, Analysis, Leadership, Microsoft Word, Strategic Planning, Budgets, PowerPoint, Risk Management, Program Management, Auditing
Education
Salisbury University 1995 — 2000
Bachelor of Science, Marketing and Management
Salisbury University - Perdue School of Business 1995 — 2000
Bachelor of Science, Marketing and Management
RHS 1991 — 1995
General Studies
William Flaig's Rydex Investments Experience 2000 - 2005
Job Chief Investment Officer at Arrow Funds
Industry Investment Management
Experience
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Richard Busher's Rydex Investments Experience November 2003 - May 2008
Job Financial Sales
Industry Financial Services
Experience
Cambridge Investment Research April 2014 - Present
Rydex Investments November 2003 - May 2008
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA Finance
Adam Mickiewicz University, Poznan, Poland
Eastern European Business
Cambridge Investment Research April 2014 - Present
Rydex Investments November 2003 - May 2008
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA Finance
Adam Mickiewicz University, Poznan, Poland
Eastern European Business
Lori Klash Winkler's Rydex Investments Experience 2006 - 2010
Job at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2011 - Present
Rydex Investments 2006 - 2010
USE Credit Union 2005 - 2006
California Coast Credit Union 2000 - 2005
The Arc of York County 1999 - 2000
Skills
Marketing Communications, Copywriting, Newsletters, Advertising, Corporate Communications, Strategic Communications, Editing, Reputation Management, Internal Communications, Public Relations, Marketing Strategy, Product Marketing, Integrated Marketing, Social Media, Project Management, Press Releases, Web Content, Crisis Communications, Mutual Funds, Email Marketing, Media Relations, Speech Writing, Strategic Planning, Direct Marketing, Marketing, Investments, Market Research, Social Media Marketing, Asset Management
Education
Shippensburg University of Pennsylvania 1995 — 1999
Broadcast Journalism, Political Science
Arrow Funds March 2011 - Present
Rydex Investments 2006 - 2010
USE Credit Union 2005 - 2006
California Coast Credit Union 2000 - 2005
The Arc of York County 1999 - 2000
Skills
Marketing Communications, Copywriting, Newsletters, Advertising, Corporate Communications, Strategic Communications, Editing, Reputation Management, Internal Communications, Public Relations, Marketing Strategy, Product Marketing, Integrated Marketing, Social Media, Project Management, Press Releases, Web Content, Crisis Communications, Mutual Funds, Email Marketing, Media Relations, Speech Writing, Strategic Planning, Direct Marketing, Marketing, Investments, Market Research, Social Media Marketing, Asset Management
Education
Shippensburg University of Pennsylvania 1995 — 1999
Broadcast Journalism, Political Science
Elena Woodka's Rydex Investments Experience June 2000 - June 2003
Job Accountant at Freelancing and looking for Parttime
Industry Accounting
Experience
Freelancing and looking for Part-time October 2011 - Present
Aggregate Industries March 2008 - March 2009
Rydex Investments June 2000 - June 2003
Education
Montgomery College 2008 — 2012
Major in Business Administration/Accounting, Economics
University of Kiev, Ukraine 1995 — 1998
Major in International Business/Economics
Freelancing and looking for Part-time October 2011 - Present
Aggregate Industries March 2008 - March 2009
Rydex Investments June 2000 - June 2003
Education
Montgomery College 2008 — 2012
Major in Business Administration/Accounting, Economics
University of Kiev, Ukraine 1995 — 1998
Major in International Business/Economics
Ryan Goodman's Rydex Investments Experience March 2010 - February 2012
Job Investment Management Professional
Industry Investment Management
Experience
Capital Group February 2015 - Present
CBRE Global Investors November 2014 - February 2015
Guggenheim Partners January 2012 - June 2014
Rydex Investments March 2010 - February 2012
Skills
Microsoft Excel, Bloomberg, Finance, Advanced VBA Programming, VBA, Web Design - HTML, CSS,..., Microsoft Access, Investment Management..., Fixed Income Securities, Fixed Income, Equities, Matlab, Trading, Economics, Python Programming, Securities, Tableau
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
UC Berkeley Extension
California State University-Sacramento
Bachelors of Science, International Business
Capital Group February 2015 - Present
CBRE Global Investors November 2014 - February 2015
Guggenheim Partners January 2012 - June 2014
Rydex Investments March 2010 - February 2012
Skills
Microsoft Excel, Bloomberg, Finance, Advanced VBA Programming, VBA, Web Design - HTML, CSS,..., Microsoft Access, Investment Management..., Fixed Income Securities, Fixed Income, Equities, Matlab, Trading, Economics, Python Programming, Securities, Tableau
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA)
UC Berkeley Extension
California State University-Sacramento
Bachelors of Science, International Business
Carrie Streeter's Rydex Investments Experience 2005 - 2007
Job Client Account Services Representative at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store April 2012 - Present
US Central Bridge December 2007 - April 2012
Rydex Investments 2005 - 2007
Skills
Asset Management, Banking, Customer Service, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, Risk Management, Securities
Education
Hiawatha High School
Pittsburg State University
Bachelor of Business Administration (B.B.A.)
The Mutual Fund Store April 2012 - Present
US Central Bridge December 2007 - April 2012
Rydex Investments 2005 - 2007
Skills
Asset Management, Banking, Customer Service, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, Risk Management, Securities
Education
Hiawatha High School
Pittsburg State University
Bachelor of Business Administration (B.B.A.)
Kathy Scanlon's Rydex Investments Experience 1993 - 1997
Job Product Development Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2009 - Present
Discovery Communications May 2006 - February 2009
Freddie Mac July 1997 - July 2005
Rydex Investments 1993 - 1997
Skills
Project Management, Capital Markets, Staff Development, Staff Supervision, Operations Management, Financial Systems..., Strategy Development, Property Valuation..., Investment Products, Debt Issuance, Risk Management, Internal Controls, Mutual Funds, Collateral Management, Valuation Modeling, Appraisals, Strategy, Business Process..., Financial Services, Investments, Business Analysis, Financial Modeling, Fixed Income, MBS, Mortgage Lending, Change Management, Consulting, Portfolio Management, Operational Risk..., Derivatives, Financial Risk, Executive Management, Valuation, Management, Banking
Education
Frostburg State University 1985 — 1989
BS Business Administration
Freddie Mac July 2009 - Present
Discovery Communications May 2006 - February 2009
Freddie Mac July 1997 - July 2005
Rydex Investments 1993 - 1997
Skills
Project Management, Capital Markets, Staff Development, Staff Supervision, Operations Management, Financial Systems..., Strategy Development, Property Valuation..., Investment Products, Debt Issuance, Risk Management, Internal Controls, Mutual Funds, Collateral Management, Valuation Modeling, Appraisals, Strategy, Business Process..., Financial Services, Investments, Business Analysis, Financial Modeling, Fixed Income, MBS, Mortgage Lending, Change Management, Consulting, Portfolio Management, Operational Risk..., Derivatives, Financial Risk, Executive Management, Valuation, Management, Banking
Education
Frostburg State University 1985 — 1989
BS Business Administration
Alison Santay's Rydex Investments Experience 2001 - Present
Job Risk & Control Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
Guggenheim Investments January 2001 - Present
Rydex Investments 2001 - Present
Legg Mason 1997 - 2001
Education
The Johns Hopkins University - Carey Business School 1999 — 2001
MS in Business
Ana Henderson's Rydex Investments Experience May 1999 - August 2006
Job Treasury Analyst at Terumo BCT
Industry Banking
Experience
Terumo BCT May 2015 - Present
First Data Corporation August 2007 - Present
Integrated Payment Systems, Inc. a subsidiary of First Data Corporation August 2006 - Present
Rydex Investments May 1999 - August 2006
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Accounting
Terumo BCT May 2015 - Present
First Data Corporation August 2007 - Present
Integrated Payment Systems, Inc. a subsidiary of First Data Corporation August 2006 - Present
Rydex Investments May 1999 - August 2006
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Accounting
Amy Kato's Rydex Investments Experience March 2001 - March 2002
Job Asset Servicing Specialist at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
Jeffrey Jameyson's Rydex Investments Experience October 2007 - December 2011
Job Outreach Program Manager at Cleveland Clinic
Industry Marketing and Advertising
Experience
Cleveland Clinic October 2013 - Present
J.P. Morgan 2011 - 2013
Rydex Investments October 2007 - December 2011
Nationwide Insurance July 2003 - February 2006
BISYS Fund Services January 2000 - July 2003
Skills
Business Analysis, Business Development, Marketing, Project Management, Sales Management, Relationship Management, Financial Analysis, Financial Services, Communication, Manage Client..., Client Presentation, Financial Reporting, Customer Service, Management
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Communication, General
Cleveland Clinic October 2013 - Present
J.P. Morgan 2011 - 2013
Rydex Investments October 2007 - December 2011
Nationwide Insurance July 2003 - February 2006
BISYS Fund Services January 2000 - July 2003
Skills
Business Analysis, Business Development, Marketing, Project Management, Sales Management, Relationship Management, Financial Analysis, Financial Services, Communication, Manage Client..., Client Presentation, Financial Reporting, Customer Service, Management
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
The Ohio State University 1993 — 1998
Bachelor of Science (B.S.), Communication, General
Credit Acceptance
Financial Women's Association
iBank
Credit Acceptance Corporation
IL&FS
Credit Acceptance Corp
Islamic Development Bank
Islamic Development Bank (IDB)