Scout Investments
Industry: Company
DescriptionFounded: 2001 Parent organization: Carillon Tower Advisers, Inc. Subsidiaries: Reams Asset Management Company LLC, TrendStar Advisors, LLC
Scout Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scout Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scout Investments Salaries. You can even request information on how much does Scout Investments pay if you want to. Learn about salaries, pros and cons of working for Scout Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
43 Scout Investments employees in database. Find out everything there's to know about Scout Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scout Investments Employees
Employee
Years
Job
Industry
Matt Carey, CFA Matt Carey, CFA's Scout Investments Experience June 2008 - December 2010
Job Investment Analyst at Kornitzer Capital Management, Inc.
Industry Investment Management
Tim Hassett Tim Hassett's Scout Investments Experience May 2011 - Present
Job Sr. V.P. Institutional Client Services at Scout Investments
Industry Investment Management
Experience
Scout Investments May 2011 - Present
Transamerica Investment Management, LLC February 2003 - May 2011
Berger Financial Group, Inc December 1998 - February 2003
Skills
Series 63, Investments, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics; Psychology
University of MN - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Scout Investments May 2011 - Present
Transamerica Investment Management, LLC February 2003 - May 2011
Berger Financial Group, Inc December 1998 - February 2003
Skills
Series 63, Investments, Asset Management, Series 7, Mutual Funds, Asset Allocation
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics; Psychology
University of MN - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Sean Ketcherside, CFA Sean Ketcherside, CFA's Scout Investments Experience January 2008 - February 2014
Job Research Analyst
Industry Investment Management
Experience
Kennedy Capital Management, Inc. March 2014 - Present
Scout Investments January 2008 - February 2014
UMB Bank January 2007 - January 2008
Digital Design March 2004 - January 2007
Skills
Investments, Mutual Funds, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Research, Management, Credit, Asset Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts, Interdisciplinary Studies - Math, Chem, Comm
University of Missouri-Kansas City 2003 — 2006
MBA, Finance and Entrepreneurship
Kennedy Capital Management, Inc. March 2014 - Present
Scout Investments January 2008 - February 2014
UMB Bank January 2007 - January 2008
Digital Design March 2004 - January 2007
Skills
Investments, Mutual Funds, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Research, Management, Credit, Asset Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts, Interdisciplinary Studies - Math, Chem, Comm
University of Missouri-Kansas City 2003 — 2006
MBA, Finance and Entrepreneurship
Jessica Bohning's Scout Investments Experience May 2014 - Present
Job Risk Analyst 1 at Scout Investments
Industry Education Management
Experience
Scout Investments May 2014 - Present
Teach For America June 2012 - May 2014
Vanderbilt University August 2011 - May 2012
Southern Methodist University March 2009 - August 2011
Southern Methodist University February 2008 - May 2011
Carnegie Mellon University June 2009 - August 2009
Skills
Analytical Skills, Problem Solving, Mathematica, Matlab, CAD/CAM, Microsoft Office, Microsoft Excel, Classroom Management, Public Speaking, Mathematics, Staff Development
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.92
University of Missouri at St. Louis
Master of Education (M.Ed.), Secondary Education and Teaching, 3.93
Scout Investments May 2014 - Present
Teach For America June 2012 - May 2014
Vanderbilt University August 2011 - May 2012
Southern Methodist University March 2009 - August 2011
Southern Methodist University February 2008 - May 2011
Carnegie Mellon University June 2009 - August 2009
Skills
Analytical Skills, Problem Solving, Mathematica, Matlab, CAD/CAM, Microsoft Office, Microsoft Excel, Classroom Management, Public Speaking, Mathematics, Staff Development
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering, 3.92
University of Missouri at St. Louis
Master of Education (M.Ed.), Secondary Education and Teaching, 3.93
John Ostrander John Ostrander's Scout Investments Experience 2012 - 2014
Job Relationship Manager, National Accounts (SubAdvisory/VIT) at DoubleLine Group LP
Industry Financial Services
Experience
Scout Investments 2012 - 2014
The Institute for Wealth Management 2004 - 2012
Janus Capital Group 1993 - 2004
Protective Life 1988 - 1993
American Group Financial 1987 - 1988
Gibraltar Financial 1986 - 1987
Skills
Start-ups, Management, Contract Negotiation, Product Development, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Project Planning, Investments, Asset Management, Portfolio Management, Financial Analysis, Private Equity, Strategic Planning, Venture Capital, Business Development
Education
University of Colorado at Denver 2008 — 2011
Masters, Architecture
University of California at Davis 1979 — 1984
BA, Economics
Scout Investments 2012 - 2014
The Institute for Wealth Management 2004 - 2012
Janus Capital Group 1993 - 2004
Protective Life 1988 - 1993
American Group Financial 1987 - 1988
Gibraltar Financial 1986 - 1987
Skills
Start-ups, Management, Contract Negotiation, Product Development, Sales, Valuation, Financial Modeling, Mergers & Acquisitions, Project Planning, Investments, Asset Management, Portfolio Management, Financial Analysis, Private Equity, Strategic Planning, Venture Capital, Business Development
Education
University of Colorado at Denver 2008 — 2011
Masters, Architecture
University of California at Davis 1979 — 1984
BA, Economics
Adam German's Scout Investments Experience June 2014 - July 2015
Job Financial Reporting Analyst at Capital Analytics Neuberger Berman
Industry Financial Services
Experience
Capital Analytics July 2015 - Present
Scout Investments June 2014 - July 2015
UMB Bank July 2013 - June 2014
Missouri State Treasurer's Office August 2012 - December 2012
Renew Missouri February 2012 - August 2012
Skills
Investments, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Facebook, Business Development, Teamwork, Event Planning, Management, Marketing Research, Finance, Social Media, Public Speaking, Leadership, Analysis, PowerPoint, Microsoft Word, Financial Analysis
Education
University of Missouri-Columbia, College of Business 2008 — 2013
Bachelors, Finance/Banking
Capital Analytics July 2015 - Present
Scout Investments June 2014 - July 2015
UMB Bank July 2013 - June 2014
Missouri State Treasurer's Office August 2012 - December 2012
Renew Missouri February 2012 - August 2012
Skills
Investments, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Facebook, Business Development, Teamwork, Event Planning, Management, Marketing Research, Finance, Social Media, Public Speaking, Leadership, Analysis, PowerPoint, Microsoft Word, Financial Analysis
Education
University of Missouri-Columbia, College of Business 2008 — 2013
Bachelors, Finance/Banking
Christopher Hartwick's Scout Investments Experience July 2007 - Present
Job Senior Marketing Manager
Industry Financial Services
Experience
Scout Investments July 2007 - Present
UMB Financial Corporation September 2002 - July 2007
UMB Financial Corporation September 2002 - June 2007
UMB Financial Corporation June 1998 - September 2002
Sun Publications March 1996 - May 1998
Sun Publications 1996 - 1998
Skills
Strategic Planning, Project Management, Competitive Analysis, Advertising, Mutual Funds, Account Management, Marketing, Brand Management, Integrated Marketing
Education
University of Kansas 1999 — 2001
Master of Business Administration (MBA), Business, Marketing
University of Kansas 1993 — 1996
Bachelor of Science, Business Adminstration, Advertising
Scout Investments July 2007 - Present
UMB Financial Corporation September 2002 - July 2007
UMB Financial Corporation September 2002 - June 2007
UMB Financial Corporation June 1998 - September 2002
Sun Publications March 1996 - May 1998
Sun Publications 1996 - 1998
Skills
Strategic Planning, Project Management, Competitive Analysis, Advertising, Mutual Funds, Account Management, Marketing, Brand Management, Integrated Marketing
Education
University of Kansas 1999 — 2001
Master of Business Administration (MBA), Business, Marketing
University of Kansas 1993 — 1996
Bachelor of Science, Business Adminstration, Advertising
Emory Zink Emory Zink's Scout Investments Experience June 2011 - August 2011
Job Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Stacey Schreft Stacey Schreft's Scout Investments Experience 2013 - Present
Job Chief Economist at Scout Investments
Industry Investment Management
Experience
Scout Investments 2013 - Present
The Mutual Fund Research Center, The Mutual Fund Store 2008 - 2013
Federal Reserve Bank of Kansas City 1996 - 2008
The Wharton School of the University of Pennsylvania 1999 - 2000
Federal Reserve Bank of Richmond 1989 - 1996
Education
University of Minnesota-Twin Cities
M.A. and Ph.D., Economics
Smith College
Bachelor of Arts (B.A.), Economics
Scout Investments 2013 - Present
The Mutual Fund Research Center, The Mutual Fund Store 2008 - 2013
Federal Reserve Bank of Kansas City 1996 - 2008
The Wharton School of the University of Pennsylvania 1999 - 2000
Federal Reserve Bank of Richmond 1989 - 1996
Education
University of Minnesota-Twin Cities
M.A. and Ph.D., Economics
Smith College
Bachelor of Arts (B.A.), Economics
Craig Schwalb, CIMA® Craig Schwalb, CIMA®'s Scout Investments Experience March 2015 - Present
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Alan McFann's Scout Investments Experience January 2014 - Present
Job RFP Specialist at Scout Investments
Industry Financial Services
Experience
Scout Investments January 2014 - Present
J.P. Morgan March 2012 - January 2014
J.P. Morgan Retirement Plan Services February 2009 - February 2012
J.P. Morgan Retirement Plan Services July 2007 - January 2009
DST Systems January 2006 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 6, Asset Allocation, Pensions, Project Management, Qualified Retirement..., Proposal Writing, Leadership, Technical Writing, Writing, Critical Thinking, Organizational..., Prioritize Workload, Multi-tasked, Work Management, Team-oriented, Resource Coordination
Education
University of Kansas 2001 — 2005
Bachelor of General Studies, English Language and Literature/Letters
Scout Investments January 2014 - Present
J.P. Morgan March 2012 - January 2014
J.P. Morgan Retirement Plan Services February 2009 - February 2012
J.P. Morgan Retirement Plan Services July 2007 - January 2009
DST Systems January 2006 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 6, Asset Allocation, Pensions, Project Management, Qualified Retirement..., Proposal Writing, Leadership, Technical Writing, Writing, Critical Thinking, Organizational..., Prioritize Workload, Multi-tasked, Work Management, Team-oriented, Resource Coordination
Education
University of Kansas 2001 — 2005
Bachelor of General Studies, English Language and Literature/Letters
Michael Cumming, CFA Michael Cumming, CFA's Scout Investments Experience April 2011 - Present
Job International Equity Analyst at Scout Investments
Industry Investment Management
Experience
Scout Investments April 2011 - Present
TradeLink Securities September 2007 - March 2011
Morningstar June 2004 - September 2007
Asset Preservation Advisors June 2003 - May 2004
Treasurer, State of Iowa May 1999 - July 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Mutual Funds, Asset Managment, Financial Analysis, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Financial Modeling, Emerging Markets, Trading, Fixed Income, Equity Valuation, Asset Allocation, Investment Strategies
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Asset Management
Hastings College 1996 — 1999
BA, Business Administration, Economics
Scout Investments April 2011 - Present
TradeLink Securities September 2007 - March 2011
Morningstar June 2004 - September 2007
Asset Preservation Advisors June 2003 - May 2004
Treasurer, State of Iowa May 1999 - July 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Mutual Funds, Asset Managment, Financial Analysis, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Financial Modeling, Emerging Markets, Trading, Fixed Income, Equity Valuation, Asset Allocation, Investment Strategies
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Asset Management
Hastings College 1996 — 1999
BA, Business Administration, Economics
Angel Lupercio's Scout Investments Experience November 2007 - Present
Job Coportfolio Manager and Investment Analyst at Scout Investments
Industry Investment Management
Experience
Scout Investments November 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Bear, Stearns & Co., Inc. 2002 - 2005
The Hartford Financial Services Group 2001 - 2001
IBM Global Services - Federal Division 1996 - 2000
Skills
Alternative Investments, Portfolio Management, Asset Managment, Investments, Equities, Hedge Funds, Investment Strategies, Bloomberg, Securities, Investment Management, Asset Allocation, Equity Research, Investment Advisory, Mutual Funds, Equity Valuation, Series 63, Fixed Income, Valuation, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Emerging Markets, Financial Services, Finance, Risk Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2002
Master of Business Administration (MBA), Finance
Rockhurst University 1994 — 1998
BSBA, Finance and Economics
Scout Investments November 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Bear, Stearns & Co., Inc. 2002 - 2005
The Hartford Financial Services Group 2001 - 2001
IBM Global Services - Federal Division 1996 - 2000
Skills
Alternative Investments, Portfolio Management, Asset Managment, Investments, Equities, Hedge Funds, Investment Strategies, Bloomberg, Securities, Investment Management, Asset Allocation, Equity Research, Investment Advisory, Mutual Funds, Equity Valuation, Series 63, Fixed Income, Valuation, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Emerging Markets, Financial Services, Finance, Risk Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2002
Master of Business Administration (MBA), Finance
Rockhurst University 1994 — 1998
BSBA, Finance and Economics
Rick Footer Rick Footer's Scout Investments Experience November 2011 - Present
Job Fund Operations
Industry Financial Services
Experience
Scout Investments November 2011 - Present
Deutsche Bank May 2011 - November 2011
Manpower Inc. July 2010 - April 2011
Wells Fargo Bank - Oakbrook Solutions May 2010 - July 2010
Wells Fargo Advisors, Legacy Wachovia Securities, LLC March 2002 - July 2009
Mutual Fund Operations March 2005 - August 2007
Evergreen Investments March 2002 - March 2005
Schonfeld Securities June 1999 - December 2001
John Hancock Signature Services, Inc December 1997 - June 1999
Skills
Securities, CRM, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Bloomberg, Retirement Planning, Options, Financial Modeling, Analysis, Mergers, Portfolio Management, Derivatives, Asset Managment, Risk Management, Investment Banking, Due Diligence, Financial Markets, Business Analysis, Wealth Management, Investment Advisory, Business Development, Banking, Asset Allocation, Strategic Financial..., FX Options, Leadership, Investment Strategies, Series 63, Valuation, Investment Management, Financial Risk, Hedge Funds, Management, Bonds, Corporate Finance, Capital Markets, Corporate Actions, Mergers & Acquisitions, Retirement, Asset Management, Financial Planning
Education
University of Maine 1993 — 1997
Bachelor of Science, Business Administration; Finance Concentration
Scout Investments November 2011 - Present
Deutsche Bank May 2011 - November 2011
Manpower Inc. July 2010 - April 2011
Wells Fargo Bank - Oakbrook Solutions May 2010 - July 2010
Wells Fargo Advisors, Legacy Wachovia Securities, LLC March 2002 - July 2009
Mutual Fund Operations March 2005 - August 2007
Evergreen Investments March 2002 - March 2005
Schonfeld Securities June 1999 - December 2001
John Hancock Signature Services, Inc December 1997 - June 1999
Skills
Securities, CRM, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Bloomberg, Retirement Planning, Options, Financial Modeling, Analysis, Mergers, Portfolio Management, Derivatives, Asset Managment, Risk Management, Investment Banking, Due Diligence, Financial Markets, Business Analysis, Wealth Management, Investment Advisory, Business Development, Banking, Asset Allocation, Strategic Financial..., FX Options, Leadership, Investment Strategies, Series 63, Valuation, Investment Management, Financial Risk, Hedge Funds, Management, Bonds, Corporate Finance, Capital Markets, Corporate Actions, Mergers & Acquisitions, Retirement, Asset Management, Financial Planning
Education
University of Maine 1993 — 1997
Bachelor of Science, Business Administration; Finance Concentration
Thomas Laming's Scout Investments Experience July 2009 - Present
Job Sr. Vice President Lead Small Cap Portfolio Manager
Industry Financial Services
Experience
Scout Investments July 2009 - Present
TrendStar Advisors, LLC, Overland Park, Kansas August 2003 - June 2009
Kornitzer Capital Management, Inc. January 1993 - August 2003
Waddell & Reed June 1990 - January 1993
Salomon Brothers May 1989 - December 1989
Lockheed Martin May 1987 - August 1988
TRW, Inc. August 1984 - May 1987
Draper Laboratory July 1983 - August 1984
TRW, Inc. June 1981 - December 1982
Skills
Equities, Portfolio Management, Financial Modeling, Equity Research, Investments, Mutual Funds, Board of Directors, Advisory Boards, Alternative Investments, Options Strategies, Fixed Income, Investment Strategies, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1984
SM, Aeronautics and Astronautics
University of Kansas 1977 — 1981
BS - with Highest Distinction, Physics
Indiana University Bloomington 1988 — 1990
MBA, Finance
Scout Investments July 2009 - Present
TrendStar Advisors, LLC, Overland Park, Kansas August 2003 - June 2009
Kornitzer Capital Management, Inc. January 1993 - August 2003
Waddell & Reed June 1990 - January 1993
Salomon Brothers May 1989 - December 1989
Lockheed Martin May 1987 - August 1988
TRW, Inc. August 1984 - May 1987
Draper Laboratory July 1983 - August 1984
TRW, Inc. June 1981 - December 1982
Skills
Equities, Portfolio Management, Financial Modeling, Equity Research, Investments, Mutual Funds, Board of Directors, Advisory Boards, Alternative Investments, Options Strategies, Fixed Income, Investment Strategies, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1984
SM, Aeronautics and Astronautics
University of Kansas 1977 — 1981
BS - with Highest Distinction, Physics
Indiana University Bloomington 1988 — 1990
MBA, Finance
Jessica Schubel's Scout Investments Experience March 2011 - Present
Job VP, Compliance Manager / Fund Secretary at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2011 - Present
State Street July 2007 - March 2011
State Street September 2004 - July 2007
Kris-Leigh Assisted Living, L.L.C. August 2000 - December 2001
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Services, Equities, Asset Management, Compliance, Investment Advisor...
Education
University of Kansas
Bachelor of Business Administration with Political Science Concentration
Scout Investments March 2011 - Present
State Street July 2007 - March 2011
State Street September 2004 - July 2007
Kris-Leigh Assisted Living, L.L.C. August 2000 - December 2001
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Risk Management, Financial Services, Equities, Asset Management, Compliance, Investment Advisor...
Education
University of Kansas
Bachelor of Business Administration with Political Science Concentration
Adam W Smith Adam W Smith's Scout Investments Experience March 2014 - Present
Job AVP, Intermediary Sales at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2014 - Present
Ivy Funds Distributor, Inc. September 2008 - March 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Wealth Management, Alternative Investments, Retirement, Investments, Investment Advisory, Asset Management, Series 6, Series 65, Retirement Planning, Fixed Annuities, Mutual Fund Wholesaling, Separately Managed..., Uniform Combined State..., Series 24
Education
Missouri State University 1994 — 1999
Bachelor of Science (BS), Business/Commerce, General
Scout Investments March 2014 - Present
Ivy Funds Distributor, Inc. September 2008 - March 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, 401k, Wealth Management, Alternative Investments, Retirement, Investments, Investment Advisory, Asset Management, Series 6, Series 65, Retirement Planning, Fixed Annuities, Mutual Fund Wholesaling, Separately Managed..., Uniform Combined State..., Series 24
Education
Missouri State University 1994 — 1999
Bachelor of Science (BS), Business/Commerce, General
Erika Mobley Erika Mobley's Scout Investments Experience August 2014 - Present
Job Marketing Production Manager at Scout Investments
Industry Financial Services
Experience
Scout Investments August 2014 - Present
Janus Capital Group July 2011 - August 2014
Transamerica Investment Services February 2001 - July 2011
Skills
Investments, Superior Client Service, Business Development, Marketing, Project Management, Proposal Writing, Databases, Asset Allocation, Mutual Funds, CRM, Strategic Planning, Fixed Income
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Scout Investments August 2014 - Present
Janus Capital Group July 2011 - August 2014
Transamerica Investment Services February 2001 - July 2011
Skills
Investments, Superior Client Service, Business Development, Marketing, Project Management, Proposal Writing, Databases, Asset Allocation, Mutual Funds, CRM, Strategic Planning, Fixed Income
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Cale Brewster's Scout Investments Experience October 2014 - Present
Job at
Industry Investment Management
Experience
Scout Investments October 2014 - Present
American Century Investments March 2011 - September 2014
Skills
Salesforce.com, Business Analysis, Salesforce.com..., CRM, Salesforce.com..., Lotus Notes, Process Improvement, Financial Services, Management, Salesforce.com..., Apex Data Loader, Apex Programming, Force.com, Eloqua, Salesforce.com..., Strategic Planning, Project Management
Education
Northwest Missouri State University 2004 — 2007
Bachelor's degree, Management Information Systems, General
Central Missouri State University 2003 — 2004
Scout Investments October 2014 - Present
American Century Investments March 2011 - September 2014
Skills
Salesforce.com, Business Analysis, Salesforce.com..., CRM, Salesforce.com..., Lotus Notes, Process Improvement, Financial Services, Management, Salesforce.com..., Apex Data Loader, Apex Programming, Force.com, Eloqua, Salesforce.com..., Strategic Planning, Project Management
Education
Northwest Missouri State University 2004 — 2007
Bachelor's degree, Management Information Systems, General
Central Missouri State University 2003 — 2004
John Indellicate II, CFA's Scout Investments Experience May 2011 - Present
Job Co Portfolio Manager at Scout Investments
Industry Investment Management
Experience
Scout Investments May 2011 - Present
Scout Investments 2006 - 2011
UMB Bank 2005 - 2006
UMB Bank January 2004 - January 2005
National Bureau of Economic Research January 2001 - June 2003
Skills
Equities, Mutual Funds, Securities, Portfolio Management, Investments
Education
Harvard University 1999 — 2003
BA, Economics
Scout Investments May 2011 - Present
Scout Investments 2006 - 2011
UMB Bank 2005 - 2006
UMB Bank January 2004 - January 2005
National Bureau of Economic Research January 2001 - June 2003
Skills
Equities, Mutual Funds, Securities, Portfolio Management, Investments
Education
Harvard University 1999 — 2003
BA, Economics
Donna Noble Donna Noble's Scout Investments Experience June 2012 - March 2013
Job Compliance Manager at GTCR / Realtor at @properties
Industry Financial Services
Experience
GTCR (Private Equity) March 2013 - Present
@properties March 2004 - Present
Scout Investments June 2012 - March 2013
Nuveen Investments October 2009 - June 2012
Lotsoff Capital Management September 2004 - October 2007
Goldman Sachs April 2001 - September 2004
Bank One and First Chicago NBD (these entities merger in 1999) April 1997 - March 2001
Smith Barney and Prudential Securities February 1995 - March 1997
Melvin Cohen & Associates October 1988 - February 1995
Education
Northwestern University
B.S., English
Illinois Institute of Technology, Center for Law and Financial Markets
M.S., Financial Markets
DePaul University College of Law
GTCR (Private Equity) March 2013 - Present
@properties March 2004 - Present
Scout Investments June 2012 - March 2013
Nuveen Investments October 2009 - June 2012
Lotsoff Capital Management September 2004 - October 2007
Goldman Sachs April 2001 - September 2004
Bank One and First Chicago NBD (these entities merger in 1999) April 1997 - March 2001
Smith Barney and Prudential Securities February 1995 - March 1997
Melvin Cohen & Associates October 1988 - February 1995
Education
Northwestern University
B.S., English
Illinois Institute of Technology, Center for Law and Financial Markets
M.S., Financial Markets
DePaul University College of Law
Brandon Wurz's Scout Investments Experience December 2014 - Present
Job Compliance Analyst at Scout Investments
Industry Financial Services
Experience
Scout Investments December 2014 - Present
US Army February 2009 - Present
JPMorgan Chase November 2012 - December 2014
UPS June 2008 - January 2013
Education
The University of Kansas 2015 — 2015
Graduate Certificate, Business Fundamentals, 3.3
University of Kansas 2012 — 2013
Bachelors Of Business Administration, Business, 3.1 Major GPA
Scout Investments December 2014 - Present
US Army February 2009 - Present
JPMorgan Chase November 2012 - December 2014
UPS June 2008 - January 2013
Education
The University of Kansas 2015 — 2015
Graduate Certificate, Business Fundamentals, 3.3
University of Kansas 2012 — 2013
Bachelors Of Business Administration, Business, 3.1 Major GPA
Scott Betz's Scout Investments Experience December 2010 - Present
Job Chief Operating Officer & Treasurer at Scout Investments
Industry Investment Management
Experience
Scout Investments December 2010 - Present
Scout Investments, Inc. August 2005 - December 2010
UMB Bank August 2001 - August 2005
UMB Bank May 1999 - August 2001
Education
University of Missouri-Kansas City 2006 — 2008
Master of Business Administration (MBA), Finance
University of Missouri-Kansas City 1995 — 1999
Bachelor of Arts, Political Science
St Louis Catholic High School 1991 — 1995
Scout Investments December 2010 - Present
Scout Investments, Inc. August 2005 - December 2010
UMB Bank August 2001 - August 2005
UMB Bank May 1999 - August 2001
Education
University of Missouri-Kansas City 2006 — 2008
Master of Business Administration (MBA), Finance
University of Missouri-Kansas City 1995 — 1999
Bachelor of Arts, Political Science
St Louis Catholic High School 1991 — 1995
Brad McClintock's Scout Investments Experience 2008 - Present
Job Institutional Sales for Scout Investments
Industry Financial Services
Experience
Scout Investments 2008 - Present
UMB Financial Corporation August 1999 - Present
UMB Bank July 2004 - October 2008
UMB Bank May 2003 - July 2004
Skills
Mutual Funds, Investments, Asset Allocation, Investment Advisory, Series 7, New Business Development
Education
Avila University 1995 — 1999
Bachelor of Science in Business Administration, Finance & Marketing
Scout Investments 2008 - Present
UMB Financial Corporation August 1999 - Present
UMB Bank July 2004 - October 2008
UMB Bank May 2003 - July 2004
Skills
Mutual Funds, Investments, Asset Allocation, Investment Advisory, Series 7, New Business Development
Education
Avila University 1995 — 1999
Bachelor of Science in Business Administration, Finance & Marketing
Adam Rivituso, CIMA®,CFP®'s Scout Investments Experience April 2014 - Present
Job AVP, Regional Director Sub Advisory At Scout Investments
Industry Financial Services
Experience
Scout Investments April 2014 - Present
Columbia Management October 2009 - April 2014
Phoenix Life Insurance Company September 2008 - June 2009
Phoenix Life Insurance Company June 2006 - September 2008
Education
University of Rhode Island 2002 — 2006
B.S., International Business and Finance
Scout Investments April 2014 - Present
Columbia Management October 2009 - April 2014
Phoenix Life Insurance Company September 2008 - June 2009
Phoenix Life Insurance Company June 2006 - September 2008
Education
University of Rhode Island 2002 — 2006
B.S., International Business and Finance
Lance Newcomb's Scout Investments Experience July 2012 - Present
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
Scout Investments July 2012 - Present
Transamerica Capital July 2008 - July 2012
Three Peaks Capital Management, LLC August 2003 - April 2006
Janus Capital September 1992 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Wealth Management, Separately Managed..., Investment Advisory, Asset Management, Fixed Income, Equities, Securities, Investments, Portfolio Management, Equity Research, Asset Managment, 401k, Uniform Combined State..., Financial Markets, ETFs, Bloomberg
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration
Overland High School
Scout Investments July 2012 - Present
Transamerica Capital July 2008 - July 2012
Three Peaks Capital Management, LLC August 2003 - April 2006
Janus Capital September 1992 - August 2003
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Wealth Management, Separately Managed..., Investment Advisory, Asset Management, Fixed Income, Equities, Securities, Investments, Portfolio Management, Equity Research, Asset Managment, 401k, Uniform Combined State..., Financial Markets, ETFs, Bloomberg
Education
University of Northern Colorado 1986 — 1992
Bachelor of Business Administration
Overland High School
David Ridge-Yates's Scout Investments Experience October 2010 - April 2013
Job At
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company September 2015 - Present
International Fund Services (NA) LLC, A State Street Company September 2014 - September 2015
Mariner Holdings May 2013 - March 2014
Scout Investments October 2010 - April 2013
UMB Bank May 2009 - October 2010
UMB Bank January 2008 - May 2009
Skills
Bloomberg, Securities, Excel, PowerPoint, Management, Finance, Financial Modeling, Equities, Mutual Funds, Trading, Alternative Investments
Education
University of Hawaii at Hilo 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
International Fund Services (NA) LLC, A State Street Company September 2015 - Present
International Fund Services (NA) LLC, A State Street Company September 2014 - September 2015
Mariner Holdings May 2013 - March 2014
Scout Investments October 2010 - April 2013
UMB Bank May 2009 - October 2010
UMB Bank January 2008 - May 2009
Skills
Bloomberg, Securities, Excel, PowerPoint, Management, Finance, Financial Modeling, Equities, Mutual Funds, Trading, Alternative Investments
Education
University of Hawaii at Hilo 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
Brent Olson's Scout Investments Experience October 2013 - Present
Job Scout Investments
Industry Capital Markets
Experience
Scout Investments October 2013 - Present
Three Peaks Capital December 2005 - October 2013
Invesco Funds Group December 2000 - October 2004
Janus Capital Group September 1996 - December 2000
GIT Investment Funds January 1990 - August 1993
Skills
Equity Research, Traders
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1994
MBA, Finance
University of Virginia 1985 — 1989
BA, anthropology
Wakefield high school 1985 — 1989
Scout Investments October 2013 - Present
Three Peaks Capital December 2005 - October 2013
Invesco Funds Group December 2000 - October 2004
Janus Capital Group September 1996 - December 2000
GIT Investment Funds January 1990 - August 1993
Skills
Equity Research, Traders
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1994
MBA, Finance
University of Virginia 1985 — 1989
BA, anthropology
Wakefield high school 1985 — 1989
James McBride, CFA's Scout Investments Experience July 2009 - Present
Job Portfolio Manager at Scout Investments
Industry Capital Markets
Experience
Scout Investments July 2009 - Present
TrendStar Advisors August 2003 - June 2009
Kornitzer Capital Management, Inc. November 2000 - August 2003
Education
Indiana University - Kelley School of Business
MBA, Finance
Wichita State University
BS, Mechanical Engineering
Scout Investments July 2009 - Present
TrendStar Advisors August 2003 - June 2009
Kornitzer Capital Management, Inc. November 2000 - August 2003
Education
Indiana University - Kelley School of Business
MBA, Finance
Wichita State University
BS, Mechanical Engineering
Lance Peterson's Scout Investments Experience March 2015 - Present
Job Head of Intermediary Markets at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2015 - Present
Scout Investment Advisors 2009 - Present
UMB Asset Management July 2004 - Present
UMB Scout Funds July 2008 - August 2011
Janus Capital September 1993 - August 2003
Skills
Mutual Funds, Wealth Management, Series 7, Separately Managed..., Series 63, Investments, Asset Allocation, Alternative Investments, Investment Management, Investment Strategies, Asset Management, Asset Managment, Equities, Securities, Risk Management, Investment Advisory, Fixed Income
Education
Colorado State University 1989 — 1992
Scout Investments March 2015 - Present
Scout Investment Advisors 2009 - Present
UMB Asset Management July 2004 - Present
UMB Scout Funds July 2008 - August 2011
Janus Capital September 1993 - August 2003
Skills
Mutual Funds, Wealth Management, Series 7, Separately Managed..., Series 63, Investments, Asset Allocation, Alternative Investments, Investment Management, Investment Strategies, Asset Management, Asset Managment, Equities, Securities, Risk Management, Investment Advisory, Fixed Income
Education
Colorado State University 1989 — 1992
David Lubchenco's Scout Investments Experience August 2010 - August 2012
Job Executive Vice President at Marsico Capital Management
Industry Financial Services
Experience
Marsico Capital Management June 2013 - Present
Chautauqua Capital Management September 2012 - May 2013
Scout Investments August 2010 - August 2012
Transamerica Investment Services LLC December 2001 - August 2010
Janus Capital Group January 1997 - December 2001
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
Colorado College 1989 — 1992
BA, Economics
Marsico Capital Management June 2013 - Present
Chautauqua Capital Management September 2012 - May 2013
Scout Investments August 2010 - August 2012
Transamerica Investment Services LLC December 2001 - August 2010
Janus Capital Group January 1997 - December 2001
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA
Colorado College 1989 — 1992
BA, Economics
Tayyib Shah's Scout Investments Experience 2012 - Present
Job Senior Investment Analyst; International Technology
Industry Financial Services
Experience
Scout Investments 2012 - Present
Teacher Retirement System of Texas 2008 - 2012
Longbow Research 2005 - 2008
Education
Institute of Business Administration 1993 — 1996
MBA, Finance
Scout Investments 2012 - Present
Teacher Retirement System of Texas 2008 - 2012
Longbow Research 2005 - 2008
Education
Institute of Business Administration 1993 — 1996
MBA, Finance
Jeff Hoernemann, CFA's Scout Investments Experience February 2011 - October 2014
Job Senior Equity Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments November 2014 - Present
Scout Investments February 2011 - October 2014
Feltl and Company July 2010 - February 2011
UBS Global Asset Management January 2006 - May 2010
Dougherty & Company August 2005 - January 2006
Wells Fargo May 2005 - August 2005
Foss Swim School 2000 - 2005
Mayer Lutheran High School August 2002 - June 2003
Winsted Holy Trinity High School September 2000 - June 2002
Skills
Investments, Research, Healthcare, Portfolio Management, Financial Analysis, Management, Mutual Funds, Equity Research, Valuation, Investment Management, Insurance, Series 7, Equities, Finance, Financial Modeling, Asset Allocation, Securities, Financial Services, Asset Management, Competitive Analysis, Analysis, Wealth Management, Due Diligence, Investment Strategies, Alternative Investments, Strategy, Hedge Funds
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Finance
Hamline University 1996 — 2000
BA, Education
Mayer Lutheran High School 1992 — 1996
American Century Investments November 2014 - Present
Scout Investments February 2011 - October 2014
Feltl and Company July 2010 - February 2011
UBS Global Asset Management January 2006 - May 2010
Dougherty & Company August 2005 - January 2006
Wells Fargo May 2005 - August 2005
Foss Swim School 2000 - 2005
Mayer Lutheran High School August 2002 - June 2003
Winsted Holy Trinity High School September 2000 - June 2002
Skills
Investments, Research, Healthcare, Portfolio Management, Financial Analysis, Management, Mutual Funds, Equity Research, Valuation, Investment Management, Insurance, Series 7, Equities, Finance, Financial Modeling, Asset Allocation, Securities, Financial Services, Asset Management, Competitive Analysis, Analysis, Wealth Management, Due Diligence, Investment Strategies, Alternative Investments, Strategy, Hedge Funds
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Finance
Hamline University 1996 — 2000
BA, Education
Mayer Lutheran High School 1992 — 1996
Larry Valencia's Scout Investments Experience 2000 - January 2013
Job Portfolio Manager Institutional Asset Management at UMB Bank
Industry Investment Management
Experience
UMB Bank February 2013 - Present
UMB Bank February 2000 - Present
Scout Investments 2000 - January 2013
Skills
Equities, Asset Managment, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Hedge Funds, Wealth Management, Financial Markets, Bloomberg, Investment Management, Equity Research, Risk Management, Retirement Planning, Series 7, High Net Worth..., Investment Strategies, Financial Services, Electronic Trading, Series 63, Retirement, Derivatives, Separately Managed..., Finance, Valuation, Equity Valuation, Securities, Credit, Banking, Capital Markets, Trading, Investment Advisory, Bonds, Financial Modeling, Strategic Financial..., 401k, Financial Analysis, Investment Banking, Fixed Income, Wealth Management..., Trading Systems, Financial Risk, Pensions, Relationship Management, Asset Management
Education
Illinois College
Bachelor of Science (BS), Finance, General
University of Denver
Master of Business Administration (MBA), Finance, General
UMB Bank February 2013 - Present
UMB Bank February 2000 - Present
Scout Investments 2000 - January 2013
Skills
Equities, Asset Managment, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Hedge Funds, Wealth Management, Financial Markets, Bloomberg, Investment Management, Equity Research, Risk Management, Retirement Planning, Series 7, High Net Worth..., Investment Strategies, Financial Services, Electronic Trading, Series 63, Retirement, Derivatives, Separately Managed..., Finance, Valuation, Equity Valuation, Securities, Credit, Banking, Capital Markets, Trading, Investment Advisory, Bonds, Financial Modeling, Strategic Financial..., 401k, Financial Analysis, Investment Banking, Fixed Income, Wealth Management..., Trading Systems, Financial Risk, Pensions, Relationship Management, Asset Management
Education
Illinois College
Bachelor of Science (BS), Finance, General
University of Denver
Master of Business Administration (MBA), Finance, General
Mark McKevitt, CFA's Scout Investments Experience March 2014 - Present
Job Senior Investment Analyst Industrials/Materials at Scout Investments
Industry Investment Management
Experience
Scout Investments March 2014 - Present
Capital World Investors January 2012 - March 2014
UBS Global Asset Management April 2006 - October 2011
UBS Global Asset Management May 2003 - April 2006
Ashton Partners 2002 - 2003
Zurich Scudder Investments 1999 - 2002
Scudder Kemper Investments 1999 - 2000
Skills
Equities, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Asset Managment, Equity Research, Investments, Hedge Funds, Financial Modeling
Education
University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics
Scout Investments March 2014 - Present
Capital World Investors January 2012 - March 2014
UBS Global Asset Management April 2006 - October 2011
UBS Global Asset Management May 2003 - April 2006
Ashton Partners 2002 - 2003
Zurich Scudder Investments 1999 - 2002
Scudder Kemper Investments 1999 - 2000
Skills
Equities, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Asset Managment, Equity Research, Investments, Hedge Funds, Financial Modeling
Education
University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics
Benjamin Wiesenfeld's Scout Investments Experience 2009 - Present
Job Chief Compliance Officer, Chief Legal Counsel at Scout Investments
Industry Investment Management
Experience
Scout Investments 2009 - Present
Thornburg Investment Management 2005 - 2009
Education
University of Denver - Sturm College of Law
University of Wisconsin-Madison
Scout Investments 2009 - Present
Thornburg Investment Management 2005 - 2009
Education
University of Denver - Sturm College of Law
University of Wisconsin-Madison
Sheree Lowe's Scout Investments Experience July 2009 - June 2012
Job Business Support Associate at UMB Bank
Industry Banking
Experience
UMB Bank June 2012 - Present
Scout Investments July 2009 - June 2012
UMB Bank, na November 2006 - June 2009
Skills
Loans, Commercial Banking, Microsoft Excel, Retail Banking, Outlook, Banking, Credit, Financial Analysis
Education
Missouri Western State University 1975 — 1978
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Columbia College, Columbia, MO 1973 — 1975
Associate of Arts (A.A.), Fashion Merchandising
UMB Bank June 2012 - Present
Scout Investments July 2009 - June 2012
UMB Bank, na November 2006 - June 2009
Skills
Loans, Commercial Banking, Microsoft Excel, Retail Banking, Outlook, Banking, Credit, Financial Analysis
Education
Missouri Western State University 1975 — 1978
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Columbia College, Columbia, MO 1973 — 1975
Associate of Arts (A.A.), Fashion Merchandising
Frank Wei, CFA's Scout Investments Experience 2008 - Present
Job Equity Analyst at Scout Investment Advisors
Industry Investment Management
Experience
Scout Investments 2008 - Present
Kornitzer Capital Management, Inc. May 2005 - March 2008
Ehrenkrantz King Nussbaum Inc. February 2004 - April 2005
Skills
Mutual Funds, Series 7, Finance, Financial Modeling, Equity Research, Bloomberg, Financial Analysis, Equities, Investment Strategies, Asset Allocation, Portfolio Management, Fixed Income, Investments, Asset Managment, Financial Markets, Equity Valuation, Investment Advisory, Series 63, Valuation, Wealth Management
Education
Texas A&M University 2001 — 2003
MS, Finance
Shanghai University of Finance and Economics 1997 — 2000
MS, International Business
Scout Investments 2008 - Present
Kornitzer Capital Management, Inc. May 2005 - March 2008
Ehrenkrantz King Nussbaum Inc. February 2004 - April 2005
Skills
Mutual Funds, Series 7, Finance, Financial Modeling, Equity Research, Bloomberg, Financial Analysis, Equities, Investment Strategies, Asset Allocation, Portfolio Management, Fixed Income, Investments, Asset Managment, Financial Markets, Equity Valuation, Investment Advisory, Series 63, Valuation, Wealth Management
Education
Texas A&M University 2001 — 2003
MS, Finance
Shanghai University of Finance and Economics 1997 — 2000
MS, International Business
Anne C. Moberg, CFA's Scout Investments Experience 2005 - 2011
Job Consultant, Sundive Consulting LLC
Industry Financial Services
Experience
Sundive Consulting LLC 2011 - Present
Scout Investments 2005 - 2011
Kansas City Life Insurance Company 1999 - 2002
Kansas City Life Insurance Company 1994 - 1999
DeMarche Associates Inc 1992 - 1994
George K. Baum & Company 1984 - 1992
Skills
Equities, Fixed Income, Mutual Funds, Investments, Microsoft Excel, Customer Service, Financial Services, Finance, Fixed Annuities, Options
Education
Benedictine College
B.A., Economics
Sundive Consulting LLC 2011 - Present
Scout Investments 2005 - 2011
Kansas City Life Insurance Company 1999 - 2002
Kansas City Life Insurance Company 1994 - 1999
DeMarche Associates Inc 1992 - 1994
George K. Baum & Company 1984 - 1992
Skills
Equities, Fixed Income, Mutual Funds, Investments, Microsoft Excel, Customer Service, Financial Services, Finance, Fixed Annuities, Options
Education
Benedictine College
B.A., Economics
Maria Perrin, CRCP's Scout Investments Experience May 2013 - Present
Job *
Industry Financial Services
Experience
Scout Investments May 2013 - Present
Thornburg Securities Corporation January 2011 - September 2012
Thornburg Investment Management January 2008 - January 2011
Goldman Sachs January 1997 - March 2002
Skills
Mutual Funds, Financial Services, Series 63, Securities, Risk Management, Due Diligence, Series 24, AML, Series 7, FINRA, Investment Advisers Act
Education
Loyola University of Chicago
Certificate in Paralegal Studies, Highest Honors
University of Arizona
Bachelor of Arts, Russian and History
Scout Investments May 2013 - Present
Thornburg Securities Corporation January 2011 - September 2012
Thornburg Investment Management January 2008 - January 2011
Goldman Sachs January 1997 - March 2002
Skills
Mutual Funds, Financial Services, Series 63, Securities, Risk Management, Due Diligence, Series 24, AML, Series 7, FINRA, Investment Advisers Act
Education
Loyola University of Chicago
Certificate in Paralegal Studies, Highest Honors
University of Arizona
Bachelor of Arts, Russian and History
Blake Briscoe, CIMA(R)'s Scout Investments Experience June 2010 - Present
Job Wholesaler at Scout Investments
Industry Financial Services
Experience
Scout Investments June 2010 - Present
Phoenix Metals Company November 2007 - May 2010
J.P. Morgan May 2006 - October 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Securities, Equities, Series 7, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments
Education
Baker University 2007 — 2009
Master of Business Administration (MBA)
University of Kansas 2002 — 2005
Bachelor's degree, Psychology
Scout Investments June 2010 - Present
Phoenix Metals Company November 2007 - May 2010
J.P. Morgan May 2006 - October 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Securities, Equities, Series 7, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments
Education
Baker University 2007 — 2009
Master of Business Administration (MBA)
University of Kansas 2002 — 2005
Bachelor's degree, Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY