Schroder Investment Management
Industry: Company
DescriptionFounded: 1985 Parent organization: Schroders Subsidiaries: Schroder Investment Management (Hong Kong) Limited,
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Schroder Investment Management Employees
Employee
Years
Job
Industry
Benjamin Martinez Benjamin Martinez's Schroder Investment Management Experience November 2000 - February 2004
Job VP Operations at CIGH, Inc.
Industry Financial Services
Experience
Confie Insurance Group Holdings December 2012 - Present
Louisiana State University October 2010 - December 2012
HMS Commercial Financial August 2009 - September 2010
Capital Group - American Funds August 2006 - July 2009
QC Holdings January 2005 - July 2006
Schroder Investment Management November 2000 - February 2004
Banque Generale du Luxembourg February 1999 - October 2000
Fidelity Investments March 1987 - January 1999
Skills
Vendor Management, Process Improvement, Team Building, Management, Strategic Planning, Mutual Funds, Business Development, Leadership, Analysis, Market Research, Product Development, Portfolio Management, Asset Managment, Operations Management, Asset Management, Key Account Management, BPO, Sales Analysis, Marketing Operations, Mortgage Fraud, Relationship Management, Property & Casualty..., Premium Financing, Sales Operations, Bank Reconciliation, Payments
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Utah 1987 — 1993
B.A., Economics, German, Spanish
Florida Institute of Technology
Masters of Information Technology
Confie Insurance Group Holdings December 2012 - Present
Louisiana State University October 2010 - December 2012
HMS Commercial Financial August 2009 - September 2010
Capital Group - American Funds August 2006 - July 2009
QC Holdings January 2005 - July 2006
Schroder Investment Management November 2000 - February 2004
Banque Generale du Luxembourg February 1999 - October 2000
Fidelity Investments March 1987 - January 1999
Skills
Vendor Management, Process Improvement, Team Building, Management, Strategic Planning, Mutual Funds, Business Development, Leadership, Analysis, Market Research, Product Development, Portfolio Management, Asset Managment, Operations Management, Asset Management, Key Account Management, BPO, Sales Analysis, Marketing Operations, Mortgage Fraud, Relationship Management, Property & Casualty..., Premium Financing, Sales Operations, Bank Reconciliation, Payments
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Utah 1987 — 1993
B.A., Economics, German, Spanish
Florida Institute of Technology
Masters of Information Technology
Rosaly Quinones-Doyle Rosaly Quinones-Doyle's Schroder Investment Management Experience September 1994 - June 2004
Job Financial Services Professional
Industry Financial Services
Experience
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Jennison Associates July 2012 - Present
Evercore Asset Management February 2009 - November 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff Associates July 2004 - April 2006
Schroder Investment Management September 1994 - June 2004
Massachusetts Financial Services September 1989 - September 1994
MFS Investment Management 1989 - 1994
Skills
Office Management, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Sales, Process Scheduler, Recruiting, Data Entry, Human Resources, Microsoft PowerPoint, Travel Management, Executive Calendar..., Satuit: Client..., Concur: Travel and..., Customer Service, Outlook, Management, Microsoft Office
Education
Bay Path College 2012 — 2014
Associates, Business Administration and Management, General
Elizabeth Roos's Schroder Investment Management Experience February 2007 - August 2009
Job Business Development Specialist
Industry Financial Services
Experience
Janus Capital Group September 2014 - Present
Lazard Asset Management May 2013 - August 2014
ZAIS Group LLC June 2012 - May 2013
Addison Wechsler Financial Marketing (formerly Wechsler Ross & Partners) June 2011 - June 2012
Cadogan Management/Cantor Fitzgerald Investment Advisors August 2009 - June 2011
Schroder Investment Management February 2007 - August 2009
McCann Erickson July 2005 - February 2007
Draftfcb 2005 - 2005
Williams Whittle 2004 - 2005
Skills
Financial Services, Mutual Funds, Investor Relations, Hedge Funds, Salesforce.com, CRM, Fund Of Funds, Due Diligence, Alternative Investments, Asset Management, Relationship Management, Financial Markets, Brand Development, Marketing Communications, Investment Management, Client Service, Maintaining..., Financial Reporting, RFP Generation, Pipeline Management, Sales Presentations, Sales Support Tools, Intralink, Sales Logix, Microsoft CRM, Coordinate Meetings, Roadshows, Conference Coordination, Marketing Management, Marketing Budget, Brand Awareness, Fast-paced, Highly Detailed, PMAPS, Client Services, Equities, Marketing, Investments, Business Development
Education
Northeastern University 1999 — 2004
B.A, Marketing
Villa Walsh Academy 1995 — 1999
Janus Capital Group September 2014 - Present
Lazard Asset Management May 2013 - August 2014
ZAIS Group LLC June 2012 - May 2013
Addison Wechsler Financial Marketing (formerly Wechsler Ross & Partners) June 2011 - June 2012
Cadogan Management/Cantor Fitzgerald Investment Advisors August 2009 - June 2011
Schroder Investment Management February 2007 - August 2009
McCann Erickson July 2005 - February 2007
Draftfcb 2005 - 2005
Williams Whittle 2004 - 2005
Skills
Financial Services, Mutual Funds, Investor Relations, Hedge Funds, Salesforce.com, CRM, Fund Of Funds, Due Diligence, Alternative Investments, Asset Management, Relationship Management, Financial Markets, Brand Development, Marketing Communications, Investment Management, Client Service, Maintaining..., Financial Reporting, RFP Generation, Pipeline Management, Sales Presentations, Sales Support Tools, Intralink, Sales Logix, Microsoft CRM, Coordinate Meetings, Roadshows, Conference Coordination, Marketing Management, Marketing Budget, Brand Awareness, Fast-paced, Highly Detailed, PMAPS, Client Services, Equities, Marketing, Investments, Business Development
Education
Northeastern University 1999 — 2004
B.A, Marketing
Villa Walsh Academy 1995 — 1999
Michael Vollmer Michael Vollmer's Schroder Investment Management Experience 1996 - 1999
Job IT Manager
Industry Information Technology and Services
Experience
Porky Products Inc. November 2006 - Present
Grape Beginnings Hands-on Winery June 2012 - Present
East Coast Diving Center June 2006 - Present
Credit Suisse 2002 - November 2006
Lucent - Agere 2001 - 2002
Pharmacia/Pfizer 2001 - 2001
Schroder Investment Management 1996 - 1999
Dean Witter 1990 - 1996
CFTC 1989 - 1990
Skills
Vendor Management, IT Management, Disaster Recovery, Business Analysis, Data Center, IT Service Management, Risk Management, Program Management, Project Management, Change Management, SDLC, CRM, Team Leadership, IT Strategy, Leadership, Cross-functional Team...
Education
University of Phoenix 2000 — 2005
MBA, Finance & Information Technology
Pace University - Lubin School of Business 1994 — 1995
MBA
City University of New York-College of Staten Island 1985 — 1989
BS, Computer Science
Porky Products Inc. November 2006 - Present
Grape Beginnings Hands-on Winery June 2012 - Present
East Coast Diving Center June 2006 - Present
Credit Suisse 2002 - November 2006
Lucent - Agere 2001 - 2002
Pharmacia/Pfizer 2001 - 2001
Schroder Investment Management 1996 - 1999
Dean Witter 1990 - 1996
CFTC 1989 - 1990
Skills
Vendor Management, IT Management, Disaster Recovery, Business Analysis, Data Center, IT Service Management, Risk Management, Program Management, Project Management, Change Management, SDLC, CRM, Team Leadership, IT Strategy, Leadership, Cross-functional Team...
Education
University of Phoenix 2000 — 2005
MBA, Finance & Information Technology
Pace University - Lubin School of Business 1994 — 1995
MBA
City University of New York-College of Staten Island 1985 — 1989
BS, Computer Science
Giles Marshall, CIMA Giles Marshall, CIMA's Schroder Investment Management Experience May 1998 - August 2001
Job Vice President, Portfolio Manager at Fiduciary Trust Company of Canada
Industry Investment Management
Experience
Fiduciary Trust Company of Canada January 2004 - Present
Laketon Investment Management August 2001 - January 2004
Schroder Investment Management May 1998 - August 2001
Rothschild Asset Management December 1989 - May 1998
Skills
Portfolio Management, Private Wealth..., Wealth Management..., Investment Strategies, Investment Management, Investments, Capital Markets, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Financial Planning, Financial Services, Securities, Fixed Income, Retirement Planning, Financial Advisory, Hedge Funds
Education
The University of Manchester 1982 — 1985
BSc., Management Sciences
Fiduciary Trust Company of Canada January 2004 - Present
Laketon Investment Management August 2001 - January 2004
Schroder Investment Management May 1998 - August 2001
Rothschild Asset Management December 1989 - May 1998
Skills
Portfolio Management, Private Wealth..., Wealth Management..., Investment Strategies, Investment Management, Investments, Capital Markets, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Financial Planning, Financial Services, Securities, Fixed Income, Retirement Planning, Financial Advisory, Hedge Funds
Education
The University of Manchester 1982 — 1985
BSc., Management Sciences
Mark D'Angelo Mark D'Angelo's Schroder Investment Management Experience 2000 - 2002
Job Associate Director Trading Floor Support Manager
Industry Information Technology and Services
Experience
Point72 Asset Management, L.P. May 2011 - Present
SAC Capital Advisors, LP July 2007 - May 2011
ABN AMRO 2003 - 2007
Schroder Investment Management 2000 - 2002
Instinet Corporation 1999 - 2000
Societe Generale 1998 - 1999
ING 1997 - 1998
Skills
Trading Systems, Electronic Trading, Fixed Income, Bloomberg, Equities, Market Data, Risk Management, Investment Banking, Relationship Management, Hedge Funds, Trading, Derivatives, FX Options, Capital Markets, Credit Derivatives, Equity Derivatives, Options, Financial Markets, Equity Trading, Low Latency
Education
Chubb Institute of Technology 1996 — 1997
Diploma, Data Center Support
Liberty University 1989 — 1991
Point72 Asset Management, L.P. May 2011 - Present
SAC Capital Advisors, LP July 2007 - May 2011
ABN AMRO 2003 - 2007
Schroder Investment Management 2000 - 2002
Instinet Corporation 1999 - 2000
Societe Generale 1998 - 1999
ING 1997 - 1998
Skills
Trading Systems, Electronic Trading, Fixed Income, Bloomberg, Equities, Market Data, Risk Management, Investment Banking, Relationship Management, Hedge Funds, Trading, Derivatives, FX Options, Capital Markets, Credit Derivatives, Equity Derivatives, Options, Financial Markets, Equity Trading, Low Latency
Education
Chubb Institute of Technology 1996 — 1997
Diploma, Data Center Support
Liberty University 1989 — 1991
Eduardo Mendes, CFP®'s Schroder Investment Management Experience May 1999 - June 2014
Job Former Country Manager, in Brazil, for Schroders Asset Management, pursuing opportunities in the United States
Industry Financial Services
Experience
Schroders Brazil September 2010 - June 2014
Schroders Brazil April 2008 - June 2014
Schroder Investment Management May 1999 - June 2014
Schroders Investment Management May 1999 - April 2008
Itau Bankerst Trust April 1997 - April 1999
Banco Matrix May 1996 - May 1997
Banco Icatu January 1994 - December 1994
Skills
Asset Managment, Financial Markets, Fixed Income, Portfolio Management, Equities, Private Banking, Investments, Wealth Management, Capital Markets, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Mutual Funds, Investment Strategies, Alternative Investments, Fund Of Funds, Investment Management, Financial Services, Finance, Strategy, Asset Allocation, Asset Management, Corporate Finance, FX Options, Structured Products
Education
Universidade Federal de São Paulo 2002 — 2003
MBA FEA USP, Marketing
Fundação Getulio Vargas 1991 — 1995
Bachelor's Degree, Finance and Marketing, Top Quartile
colegio visconde porto seguro 1980 — 1990
High School
Schroders Brazil September 2010 - June 2014
Schroders Brazil April 2008 - June 2014
Schroder Investment Management May 1999 - June 2014
Schroders Investment Management May 1999 - April 2008
Itau Bankerst Trust April 1997 - April 1999
Banco Matrix May 1996 - May 1997
Banco Icatu January 1994 - December 1994
Skills
Asset Managment, Financial Markets, Fixed Income, Portfolio Management, Equities, Private Banking, Investments, Wealth Management, Capital Markets, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Mutual Funds, Investment Strategies, Alternative Investments, Fund Of Funds, Investment Management, Financial Services, Finance, Strategy, Asset Allocation, Asset Management, Corporate Finance, FX Options, Structured Products
Education
Universidade Federal de São Paulo 2002 — 2003
MBA FEA USP, Marketing
Fundação Getulio Vargas 1991 — 1995
Bachelor's Degree, Finance and Marketing, Top Quartile
colegio visconde porto seguro 1980 — 1990
High School
Robert Starbuck Robert Starbuck's Schroder Investment Management Experience January 2003 - August 2014
Job
Industry Financial Services
Experience
Schroder Investment Management January 2003 - August 2014
Bramwell Capital Management April 2001 - December 2001
Equinox Capital Management September 1997 - April 2000
BNY Mellon 1992 - 1997
Axe Houghton Management 1984 - 1992
General American Investment 1978 - 1981
Bank of New York 1977 - 1978
General Foods 1974 - 1977
Skills
Equities, Investments, Financial Modeling, Fixed Income, Finance, Valuation, Alternative Investments, Capital Markets, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1973 — 1974
MBA, Finance, General
Columbia University in the City of New York 1968 — 1972
Bachelor's degree, Economics
Schroder Investment Management January 2003 - August 2014
Bramwell Capital Management April 2001 - December 2001
Equinox Capital Management September 1997 - April 2000
BNY Mellon 1992 - 1997
Axe Houghton Management 1984 - 1992
General American Investment 1978 - 1981
Bank of New York 1977 - 1978
General Foods 1974 - 1977
Skills
Equities, Investments, Financial Modeling, Fixed Income, Finance, Valuation, Alternative Investments, Capital Markets, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1973 — 1974
MBA, Finance, General
Columbia University in the City of New York 1968 — 1972
Bachelor's degree, Economics
Neal Brandon Neal Brandon's Schroder Investment Management Experience 2007 - 2009
Job Senior Analyst at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management October 2010 - Present
Morningstar Research Inc. 2009 - 2010
Schroder Investment Management 2007 - 2009
Goldman Sachs Asset Management International 2006 - 2007
BMO Nesbitt Burns 1999 - 2004
Education
CFA Institute
Level 3 Candidate
Huron University College
B.A., Economics
TD Wealth Management October 2010 - Present
Morningstar Research Inc. 2009 - 2010
Schroder Investment Management 2007 - 2009
Goldman Sachs Asset Management International 2006 - 2007
BMO Nesbitt Burns 1999 - 2004
Education
CFA Institute
Level 3 Candidate
Huron University College
B.A., Economics
Flavia Samper's Schroder Investment Management Experience November 2004 - December 2014
Job Senior Advisory Consultant
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC February 2015 - Present
Schroder Investment Management November 2004 - December 2014
SG Cowen & Co September 2000 - July 2004
Gruntal & Co. LLP September 1999 - September 2000
Carret & Co October 1998 - July 1999
Everen Securities October 1997 - October 1998
JP Morgan March 1997 - October 1997
Dean Witter Discover & Co October 1989 - March 1997
Skills
Microsoft Office, Customer Service, Strategy, Valuation, Sales, Securities, Workshop Facilitation, Fixed Income, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's Degree, Finance / Economics, 3.2
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
Securities America, Inc. Member FINRA/SIPC February 2015 - Present
Schroder Investment Management November 2004 - December 2014
SG Cowen & Co September 2000 - July 2004
Gruntal & Co. LLP September 1999 - September 2000
Carret & Co October 1998 - July 1999
Everen Securities October 1997 - October 1998
JP Morgan March 1997 - October 1997
Dean Witter Discover & Co October 1989 - March 1997
Skills
Microsoft Office, Customer Service, Strategy, Valuation, Sales, Securities, Workshop Facilitation, Fixed Income, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's Degree, Finance / Economics, 3.2
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
Francis Thomas Fanning Francis Thomas Fanning's Schroder Investment Management Experience 2006 - 2008
Job Client Services Account Manager
Industry Online Media
Experience
Edmunds.com January 2011 - April 2012
RGS Inc 2009 - 2011
Schroder Investment Management 2006 - 2008
Dempsey Myers & Company October 2004 - July 2006
Morgan Stanley Investment Bank May 2002 - August 2003
Skills
Salesforce.com, Bloomberg Terminal, Oracle, Apple, Vlookup, Pivot Tables, Account Management, Analytics, Mac OS X
Education
Fordham University 2000 — 2004
B.S., Business Administration; Business Economics
University College of Dublin 2003 — 2003
Bachelor of Science (BS), Economics, 4.0
Staples high school
Edmunds.com January 2011 - April 2012
RGS Inc 2009 - 2011
Schroder Investment Management 2006 - 2008
Dempsey Myers & Company October 2004 - July 2006
Morgan Stanley Investment Bank May 2002 - August 2003
Skills
Salesforce.com, Bloomberg Terminal, Oracle, Apple, Vlookup, Pivot Tables, Account Management, Analytics, Mac OS X
Education
Fordham University 2000 — 2004
B.S., Business Administration; Business Economics
University College of Dublin 2003 — 2003
Bachelor of Science (BS), Economics, 4.0
Staples high school
Erin Brenner's Schroder Investment Management Experience 2006 - Present
Job Head of Intermediary Key Accounts at Schroder Investment Management
Industry Financial Services
Experience
Schroder Investment Management 2006 - Present
Legg Mason 2002 - 2006
Education
Colby College 1993 — 1997
BA, French & International Studies
Schroder Investment Management 2006 - Present
Legg Mason 2002 - 2006
Education
Colby College 1993 — 1997
BA, French & International Studies
Abigail Flack's Schroder Investment Management Experience April 2005 - October 2007
Job Owner at Your Munch, LLC
Industry Food & Beverages
Experience
Your Munch, LLC May 2013 - Present
Blue River Partners, LLC March 2013 - Present
TPG Capital, L.P March 2008 - December 2012
Highland Capital Management, L.P October 2007 - March 2008
Schroder Investment Management April 2005 - October 2007
Newton Investment Management December 2003 - April 2005
Mellon Private Wealth Management Group September 2000 - August 2003
Skills
Asset Management, Investments, Portfolio Management, Due Diligence, SEC compliance, FSA Compliance, Registered Investment..., Broker Dealer Compliance, Alternative Investments, Hedge Funds, Corporate Law, Analysis, Mergers & Acquisitions, Compliance, FINRA
Education
University of Richmond 1996 — 2000
BS Business Administration, Finance & Marketing
Your Munch, LLC May 2013 - Present
Blue River Partners, LLC March 2013 - Present
TPG Capital, L.P March 2008 - December 2012
Highland Capital Management, L.P October 2007 - March 2008
Schroder Investment Management April 2005 - October 2007
Newton Investment Management December 2003 - April 2005
Mellon Private Wealth Management Group September 2000 - August 2003
Skills
Asset Management, Investments, Portfolio Management, Due Diligence, SEC compliance, FSA Compliance, Registered Investment..., Broker Dealer Compliance, Alternative Investments, Hedge Funds, Corporate Law, Analysis, Mergers & Acquisitions, Compliance, FINRA
Education
University of Richmond 1996 — 2000
BS Business Administration, Finance & Marketing
Melissa Plotkin's Schroder Investment Management Experience April 1993 - February 2003
Job Office Manager at Union Square Cafe
Industry Restaurants
Experience
Union Square Cafe May 2013 - Present
Union Square Cafe April 2008 - March 2013
Union Square Cafe June 2007 - April 2008
Kittichai Restaurant May 2004 - November 2006
Schroder Investment Management April 1993 - February 2003
Schroder Investment Management January 1993 - January 1994
Skills
Micros, Open Table, Microsoft Office Suite, TMx, Avero, Internet Research -..., MAS 200
Education
Institute of Culinary Education
Career Culinary Arts Diploma; Culinary Management Diploma
Hofstra University
Economics
Union Square Cafe May 2013 - Present
Union Square Cafe April 2008 - March 2013
Union Square Cafe June 2007 - April 2008
Kittichai Restaurant May 2004 - November 2006
Schroder Investment Management April 1993 - February 2003
Schroder Investment Management January 1993 - January 1994
Skills
Micros, Open Table, Microsoft Office Suite, TMx, Avero, Internet Research -..., MAS 200
Education
Institute of Culinary Education
Career Culinary Arts Diploma; Culinary Management Diploma
Hofstra University
Economics
John J. Harrington, CFA's Schroder Investment Management Experience December 2004 - May 2007
Job Investment Specialist LMCG Investments
Industry Investment Management
Experience
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
Carter Sims's Schroder Investment Management Experience March 2006 - Present
Job Head of US Intermediary Distribution at Schroder Investment Management
Industry Investment Management
Experience
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
Mark Tien's Schroder Investment Management Experience June 2008 - September 2009
Job Broker at King Zone Realty
Industry Real Estate
Experience
King Zone Realty September 2014 - Present
Unity Home Inspectors November 2009 - Present
New Century Realty Group April 2012 - January 2015
Schroder Investment Management June 2008 - September 2009
Goldman Sachs 2001 - 2008
Skills
Real Estate, Sellers, Foreclosures, Investment Properties, Contract Negotiation, Short Sales, Customer Service, Vendor Management, Investors, Microsoft Office, System Administration, Real Estate Transactions, Real Estate Development, Residential Homes, Property Management, Troubleshooting, Property, Citrix, Microsoft SQL Server, Brokerage, Appraisals, Selling, Single Family Homes, Referrals, First Time Home Buyers, Business Continuity..., Mortgage Lending, Luxury, Commercial Real Estate, Condos, Buyer Representation, REO
Education
City University of New York City College 1993 — 2001
Chemistry, Pre Med
Brooklyn School of Real Estate
Real Estate Broker
Brooklyn School of Real Estate
Home Inspector
Brooklyn School of Real Estate
Assistant Appraiser
Brooklyn School of Real Estate
Notary Public
King Zone Realty September 2014 - Present
Unity Home Inspectors November 2009 - Present
New Century Realty Group April 2012 - January 2015
Schroder Investment Management June 2008 - September 2009
Goldman Sachs 2001 - 2008
Skills
Real Estate, Sellers, Foreclosures, Investment Properties, Contract Negotiation, Short Sales, Customer Service, Vendor Management, Investors, Microsoft Office, System Administration, Real Estate Transactions, Real Estate Development, Residential Homes, Property Management, Troubleshooting, Property, Citrix, Microsoft SQL Server, Brokerage, Appraisals, Selling, Single Family Homes, Referrals, First Time Home Buyers, Business Continuity..., Mortgage Lending, Luxury, Commercial Real Estate, Condos, Buyer Representation, REO
Education
City University of New York City College 1993 — 2001
Chemistry, Pre Med
Brooklyn School of Real Estate
Real Estate Broker
Brooklyn School of Real Estate
Home Inspector
Brooklyn School of Real Estate
Assistant Appraiser
Brooklyn School of Real Estate
Notary Public
Kathryn Harbison's Schroder Investment Management Experience September 2006 - September 2009
Job Freelance Marketing Consultant
Industry Financial Services
Experience
Self May 2011 - Present
Moody's Analytics September 2009 - May 2011
Schroder Investment Management September 2006 - September 2009
Credit Suisse Asset Management July 2005 - September 2006
Credit Suisse Asset Management September 2004 - July 2005
American Ballet Theatre June 2002 - September 2004
Skills
Fixed Income, Management, Marketing, Product Management, Web Analytics
Education
City University of New York-Hunter College
Professional Writing Certificate
University of Pittsburgh
BS, Business Administration
Self May 2011 - Present
Moody's Analytics September 2009 - May 2011
Schroder Investment Management September 2006 - September 2009
Credit Suisse Asset Management July 2005 - September 2006
Credit Suisse Asset Management September 2004 - July 2005
American Ballet Theatre June 2002 - September 2004
Skills
Fixed Income, Management, Marketing, Product Management, Web Analytics
Education
City University of New York-Hunter College
Professional Writing Certificate
University of Pittsburgh
BS, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY