Scudder Investments
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Scudder Investments Employees
Employee
Years
Job
Industry
Jonathan Wexler Jonathan Wexler's Scudder Investments Experience 2001 - 2003
Job Principal Product Manager, HighPerformance Analytics at SAS
Industry Computer Software
Experience
SAS February 2013 - Present
SAS February 2012 - February 2013
Fortelligent August 2005 - February 2012
Oxford Global Resources July 2003 - August 2005
Digitas 2002 - 2003
Scudder Investments 2001 - 2003
Skills
SAS, Data Mining, Analytics, Product Management, Statistical Modeling, Business Intelligence, Big Data, High Performance..., SQL, Operations Management, SAS programming, SAS E-Miner, Statistical Software, Hadoop, Analysis, Databases, Logistic Regression, Predictive Modeling, Segmentation, Strategy, Database Marketing, Omniture, Web Analytics
Education
Boston University 1997 — 1998
MA, Biostatistics
University of New Hampshire 1993 — 1997
BS, Statistics, Mathematics
SAS February 2013 - Present
SAS February 2012 - February 2013
Fortelligent August 2005 - February 2012
Oxford Global Resources July 2003 - August 2005
Digitas 2002 - 2003
Scudder Investments 2001 - 2003
Skills
SAS, Data Mining, Analytics, Product Management, Statistical Modeling, Business Intelligence, Big Data, High Performance..., SQL, Operations Management, SAS programming, SAS E-Miner, Statistical Software, Hadoop, Analysis, Databases, Logistic Regression, Predictive Modeling, Segmentation, Strategy, Database Marketing, Omniture, Web Analytics
Education
Boston University 1997 — 1998
MA, Biostatistics
University of New Hampshire 1993 — 1997
BS, Statistics, Mathematics
Charles B. Grosvenor, CFA, CTFA, CAIA Charles B. Grosvenor, CFA, CTFA, CAIA's Scudder Investments Experience July 1987 - May 1992
Job Senior Client Investment Advisor at Sentinel Trust Company, LBA
Industry Investment Management
Experience
CFA Society of Dallas - Fort Worth September 2009 - Present
Sentinel Trust Company, LBA March 2015 - Present
U.S. Trust/Bank of America Private Wealth January 2008 - February 2015
United States Trust Company August 1998 - December 2007
Citizens Bank August 1995 - August 1998
BankBoston June 1992 - August 1995
Scudder Investments July 1987 - May 1992
Skills
Portfolio Management, Wealth Management..., High Net Worth..., Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Asset Allocation, Private Wealth..., Philanthropy, Wealth Management, Finance, Fixed Income, Strategic Financial..., Financial Modeling, Estate Planning, Real Estate Investor, Superior Client Service, Equity Research Analysis, Equities, Derivatives, Public Speaking, Non-profits..., Investment Management, Private Equity, Equity Research, Financial Advisory
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
Wabash College 1983 — 1987
Bachelor of Arts (BA), Economics, International Relations
CFA Society of Dallas - Fort Worth September 2009 - Present
Sentinel Trust Company, LBA March 2015 - Present
U.S. Trust/Bank of America Private Wealth January 2008 - February 2015
United States Trust Company August 1998 - December 2007
Citizens Bank August 1995 - August 1998
BankBoston June 1992 - August 1995
Scudder Investments July 1987 - May 1992
Skills
Portfolio Management, Wealth Management..., High Net Worth..., Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Asset Allocation, Private Wealth..., Philanthropy, Wealth Management, Finance, Fixed Income, Strategic Financial..., Financial Modeling, Estate Planning, Real Estate Investor, Superior Client Service, Equity Research Analysis, Equities, Derivatives, Public Speaking, Non-profits..., Investment Management, Private Equity, Equity Research, Financial Advisory
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Master of Science (MS), Finance
Wabash College 1983 — 1987
Bachelor of Arts (BA), Economics, International Relations
John Desmond John Desmond's Scudder Investments Experience June 1995 - December 1999
Job Financial Service Executive, Global Operations & Technology Leader
Industry Financial Services
Experience
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Stephen MacNeill Stephen MacNeill's Scudder Investments Experience December 1988 - January 2000
Job Client Relationship Management at Stanley Security Solutions
Industry Consumer Goods
Experience
Stanley Security Solutions August 2013 - Present
Boston Financial Data Services February 2002 - September 2011
Evergreen Investments March 2000 - February 2002
Scudder Investments December 1988 - January 2000
Skills
Client Relationship..., Operations Management, Transfer Agency, Strategic Planning, Business Strategy, Program Management, Project Management, Change Management, Vendor Management, Process Improvement, Process Engineering, Problem Solving, Mutual Funds, 529 Plans, Management, Financial Services, CRM, Sales Support, Client Services, Transfer Agency..., Organizational Design, Corporate Governance, Team Leadership, Management Reporting, Data Analytics, SharePoint, Leadership, Sales Operations, Enterprise Software, Business Development
Education
Boston University
BS Accounting
University of Massachusetts, Amherst
BA Communication Studies, Cum Laude
Stanley Security Solutions August 2013 - Present
Boston Financial Data Services February 2002 - September 2011
Evergreen Investments March 2000 - February 2002
Scudder Investments December 1988 - January 2000
Skills
Client Relationship..., Operations Management, Transfer Agency, Strategic Planning, Business Strategy, Program Management, Project Management, Change Management, Vendor Management, Process Improvement, Process Engineering, Problem Solving, Mutual Funds, 529 Plans, Management, Financial Services, CRM, Sales Support, Client Services, Transfer Agency..., Organizational Design, Corporate Governance, Team Leadership, Management Reporting, Data Analytics, SharePoint, Leadership, Sales Operations, Enterprise Software, Business Development
Education
Boston University
BS Accounting
University of Massachusetts, Amherst
BA Communication Studies, Cum Laude
Alan Mann, Ph.D. Alan Mann, Ph.D.'s Scudder Investments Experience 1994 - 2001
Job Investment Consultant in Financial Services Industry
Industry Financial Services
Experience
Financial Services Industry August 2014 - Present
ADP August 2010 - August 2014
Mannmethod 2008 - August 2014
ADP 2006 - 2008
ADP 2001 - 2006
Scudder Investments 1994 - 2001
Skills
Leadership Development, Team Building, Training, Strategic Financial..., Leadership, Start-ups, Employee Training, Management, Retirement Planning, Mutual Funds, Investments, Retirement, Marketing, Entrepreneurship, Employee Benefits, Finance, Defined Contribution, Negotiation, Consulting, Financial Services
Education
Bowling Green State University 1978 — 1981
M.Ed.; Ph.D., Business and Education
Castleton University 1970 — 1975
BS, Business and Education
Financial Services Industry August 2014 - Present
ADP August 2010 - August 2014
Mannmethod 2008 - August 2014
ADP 2006 - 2008
ADP 2001 - 2006
Scudder Investments 1994 - 2001
Skills
Leadership Development, Team Building, Training, Strategic Financial..., Leadership, Start-ups, Employee Training, Management, Retirement Planning, Mutual Funds, Investments, Retirement, Marketing, Entrepreneurship, Employee Benefits, Finance, Defined Contribution, Negotiation, Consulting, Financial Services
Education
Bowling Green State University 1978 — 1981
M.Ed.; Ph.D., Business and Education
Castleton University 1970 — 1975
BS, Business and Education
David Pease David Pease's Scudder Investments Experience September 1993 - September 1996
Job IT Project Management Professional
Industry Information Technology and Services
Experience
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
Self-employed October 2011 - Present
Healthy Directions, LLC March 2001 - September 2011
State Street June 2000 - January 2001
ICMA-RC September 1998 - June 2000
State Street April 1997 - September 1998
Putnam Investments September 1996 - April 1997
Scudder Investments September 1993 - September 1996
Education
California State University-Long Beach 1987 — 1992
Bachelor of Science (BS), Finance-Business Administration
Darlene Anderson's Scudder Investments Experience July 1994 - June 1997
Job Senior VicePresident at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
John Hancock Investments September 2007 - Present
MFS Investment Management November 2004 - August 2007
Evergreen Investments July 1997 - November 2004
Scudder Investments July 1994 - June 1997
PwC August 1990 - June 1994
Skills
Mutual Funds, Hedge Funds, Tax, Financial Reporting, Valuation, Mergers & Acquisitions, Expenses, Accounting, Dividends, Fund Administration, SEC filings, Asset Management, Securities, Private Equity, Cash Management, Financial Services, Financial Analysis
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Margie Vose's Scudder Investments Experience August 1986 - January 1993
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1994 - Present
The Boston Company January 1993 - December 1994
Scudder Investments August 1986 - January 1993
Education
Boston College
Bachelor of Arts (B.A.), History
Fidelity Investments December 1994 - Present
The Boston Company January 1993 - December 1994
Scudder Investments August 1986 - January 1993
Education
Boston College
Bachelor of Arts (B.A.), History
Laura Heffernan's Scudder Investments Experience June 1987 - August 1993
Job Financial Services, Executive Assistant
Industry Financial Services
Experience
National Charity League, Inc. March 2010 - Present
Cabot Corporation September 1992 - October 1996
Scudder Investments June 1987 - August 1993
Skills
Marketing, Wardrobe, Merchandising, Team Leadership
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Investments
National Charity League, Inc. March 2010 - Present
Cabot Corporation September 1992 - October 1996
Scudder Investments June 1987 - August 1993
Skills
Marketing, Wardrobe, Merchandising, Team Leadership
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Investments
Carol Hunold Carol Hunold's Scudder Investments Experience 1980 - 1986
Job Director of Development at Sisters of St. Joseph of Orange
Industry Fund-Raising
Experience
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
C. Decker Marquis C. Decker Marquis's Scudder Investments Experience February 1993 - January 1996
Job Senior Vice President, Director of Digital, Social Media, and MultiChannel Marketing at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. December 2014 - Present
Citizens Financial Group August 2005 - December 2014
Sane Solutions December 1999 - March 2005
AliMed March 1997 - December 1999
Evergreen Investments January 1996 - March 1997
Scudder Investments February 1993 - January 1996
Skills
Direct Marketing, Database Marketing, Multi-channel Marketing, E-commerce, Analytics, Web Analytics, Competitive Analysis, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Marketing & Finance
Hartwick College 1988 — 1992
BA, English
Santander Bank, N.A. December 2014 - Present
Citizens Financial Group August 2005 - December 2014
Sane Solutions December 1999 - March 2005
AliMed March 1997 - December 1999
Evergreen Investments January 1996 - March 1997
Scudder Investments February 1993 - January 1996
Skills
Direct Marketing, Database Marketing, Multi-channel Marketing, E-commerce, Analytics, Web Analytics, Competitive Analysis, CRM
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Marketing & Finance
Hartwick College 1988 — 1992
BA, English
Handy Atmali Handy Atmali's Scudder Investments Experience 2003 - 2004
Job Creative Director + Graphic Designer, HA Design
Industry Graphic Design
Experience
HA Design July 2005 - Present
Bentley Prince Street 2008 - 2009
Scudder Investments 2003 - 2004
Moody Bible Institute 1999 - 2001
Skidmore Owings & Merrill LLP 1998 - 1999
Skills
Art Direction, Adobe Creative Suite, Graphic Design, Layout, Packaging, Visual Communication, Marketing, Banners, Illustrator, Creative Direction, Annual Reports, Corporate Identity, Typography, Branding & Identity, Photoshop, Logo Design, Brand Development, Brochures, Art, InDesign, Graphics, Posters, Concept Design, Catalogs
Education
The School of the Art Institute of Chicago 1997 — 1998
Bachelor of Visual Communications, Graphic Design
California State Polytechnic University-Pomona 1985 — 1991
Bachelor of Architecture, Architecture
UCLA Extension
HA Design July 2005 - Present
Bentley Prince Street 2008 - 2009
Scudder Investments 2003 - 2004
Moody Bible Institute 1999 - 2001
Skidmore Owings & Merrill LLP 1998 - 1999
Skills
Art Direction, Adobe Creative Suite, Graphic Design, Layout, Packaging, Visual Communication, Marketing, Banners, Illustrator, Creative Direction, Annual Reports, Corporate Identity, Typography, Branding & Identity, Photoshop, Logo Design, Brand Development, Brochures, Art, InDesign, Graphics, Posters, Concept Design, Catalogs
Education
The School of the Art Institute of Chicago 1997 — 1998
Bachelor of Visual Communications, Graphic Design
California State Polytechnic University-Pomona 1985 — 1991
Bachelor of Architecture, Architecture
UCLA Extension
Paul Sylvia, CFA, CAIA Paul Sylvia, CFA, CAIA's Scudder Investments Experience 1999 - 2000
Job Head of Risk Management Vision Hedge Fund Platform at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp April 2014 - Present
Hewitt EnnisKnupp May 2010 - March 2014
Cole Partners Asset Management August 2007 - April 2010
HFR Asset Management January 2004 - July 2007
First Midwest Bank April 2003 - January 2004
Northern Trust June 2000 - January 2003
Scudder Investments 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Risk Management, Investment Strategies, Mutual Funds, Trading, Investment Management, Valuation, Finance, Commodity, Due Diligence, Securities
Education
Augustana College 1995 — 1999
BA
Hewitt EnnisKnupp April 2014 - Present
Hewitt EnnisKnupp May 2010 - March 2014
Cole Partners Asset Management August 2007 - April 2010
HFR Asset Management January 2004 - July 2007
First Midwest Bank April 2003 - January 2004
Northern Trust June 2000 - January 2003
Scudder Investments 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Risk Management, Investment Strategies, Mutual Funds, Trading, Investment Management, Valuation, Finance, Commodity, Due Diligence, Securities
Education
Augustana College 1995 — 1999
BA
James Wesneski James Wesneski's Scudder Investments Experience January 2000 - July 2004
Job programmer analyst at Sungard (Omniplus)
Industry Computer Software
Experience
Sungard September 2000 - Present
Scudder Investments January 2000 - July 2004
Putnam Investments July 1995 - December 2000
Iceland Review 1990 - 1995
Education
Stetson University 1981 — 1985
BA, German
Pädagogische Hochschule Freiburg 1982 — 1983
Certificate, German English translation
Sungard September 2000 - Present
Scudder Investments January 2000 - July 2004
Putnam Investments July 1995 - December 2000
Iceland Review 1990 - 1995
Education
Stetson University 1981 — 1985
BA, German
Pädagogische Hochschule Freiburg 1982 — 1983
Certificate, German English translation
Rebeccah Kocak Rebeccah Kocak's Scudder Investments Experience 1999 - 2009
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2014 - Present
Retirement Alliance, Inc. September 2010 - February 2014
Various Yoga Studios April 2009 - September 2010
ADP November 1999 - January 2009
Scudder Investments 1999 - 2009
Investors Bank & Trust October 1998 - November 1999
The Kraematon Group February 1997 - October 1998
Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits
Education
Merrimack College 2002 — 2003
Certificate of Advanced Financial Planning
Bentley University 1993 — 1997
BS, Economics/Finance
Stoneham High
EMPOWER Retirement March 2014 - Present
Retirement Alliance, Inc. September 2010 - February 2014
Various Yoga Studios April 2009 - September 2010
ADP November 1999 - January 2009
Scudder Investments 1999 - 2009
Investors Bank & Trust October 1998 - November 1999
The Kraematon Group February 1997 - October 1998
Skills
FINRA Series 65, 401k, Mutual Funds, Defined Contribution, Series 63, Retirement, Series 6, ERISA, Series 7, Pensions, Investments, Defined Benefit, Retirement Plan..., Retirement Planning, Wealth Management, Financial Services, Management, Relationship Management, Employee Benefits
Education
Merrimack College 2002 — 2003
Certificate of Advanced Financial Planning
Bentley University 1993 — 1997
BS, Economics/Finance
Stoneham High
Lester Krumholz Lester Krumholz's Scudder Investments Experience January 2000 - December 2000
Job Senior Systems Analyst at TIAACREF
Industry Computer Software
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - October 2013
BJ's Wholesale Club August 2010 - July 2011
TIAA-CREF January 2009 - August 2010
ACS May 2005 - January 2009
Mellon HR Solutions January 2001 - May 2005
Scudder Investments January 2000 - December 2000
Mellon Bank July 1994 - December 1999
State Street Bank January 1992 - June 1994
Hills Department Stores 1985 - 1991
Skills
Business Analysis, Requirements Analysis
Education
Certificate Program - Honeywell/Regis College/Baystate Skills Corp. 1982 — 1982
Certificate, COBOL programming
Binghamton University 1974 — 1978
B.A., Political Science
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - October 2013
BJ's Wholesale Club August 2010 - July 2011
TIAA-CREF January 2009 - August 2010
ACS May 2005 - January 2009
Mellon HR Solutions January 2001 - May 2005
Scudder Investments January 2000 - December 2000
Mellon Bank July 1994 - December 1999
State Street Bank January 1992 - June 1994
Hills Department Stores 1985 - 1991
Skills
Business Analysis, Requirements Analysis
Education
Certificate Program - Honeywell/Regis College/Baystate Skills Corp. 1982 — 1982
Certificate, COBOL programming
Binghamton University 1974 — 1978
B.A., Political Science
Joseph Campbell, PMP, CSPO Joseph Campbell, PMP, CSPO's Scudder Investments Experience March 2001 - June 2002
Job VP, Product Manager Wholesale Technology Sales Tools Team at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Jim Nee Jim Nee's Scudder Investments Experience March 1990 - September 1999
Job Senior Manager at EY
Industry Financial Services
Experience
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
EY December 2013 - Present
Deloitte & Touche June 2004 - November 2013
Boston Financial Data Services 2007 - 2008
IXIS Asset Management Services 1999 - 2003
Natixis Global Associates 1999 - 2003
Natixis 1999 - 2003
Scudder Investments March 1990 - September 1999
Skills
Financial Services, Process Improvement, Operations Management, Risk Management, Call Centers, Mutual Funds, Business Analysis, Business Process..., Business Transformation, Call Center, Vendor Management, Program Management, Mergers & Acquisitions, Change Management, Securities, Project Management, Investments, Asset Management, Hedge Funds, Anti Money Laundering, Management Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1985 — 1990
BA, Economics
Canton High School 1982 — 1985
Christine Newman Christine Newman's Scudder Investments Experience 1978 - 1996
Job Experienced talent and development leader focused on building organizational performance and employee engagement
Industry Human Resources
Experience
Boston Financial Data Services 2003 - 2014
BNY Mellon 1996 - 2002
Scudder Investments 1978 - 1996
Skills
Customer Experience, Leadership Development, Organizational..., Talent Development and..., Needs assessment and..., Succession Planning, Coaching, Change Management, Leadership, Training, Organizational..., Onboarding, 360 Feedback, Management, Talent Management, Program Management, CRM, Financial Services, Process Improvement
Education
Boston College
B.A., cum laude, Education
Lesley University
Masters, Training and Development
University of Massachusetts Boston
M.Ed, Education
Boston Financial Data Services 2003 - 2014
BNY Mellon 1996 - 2002
Scudder Investments 1978 - 1996
Skills
Customer Experience, Leadership Development, Organizational..., Talent Development and..., Needs assessment and..., Succession Planning, Coaching, Change Management, Leadership, Training, Organizational..., Onboarding, 360 Feedback, Management, Talent Management, Program Management, CRM, Financial Services, Process Improvement
Education
Boston College
B.A., cum laude, Education
Lesley University
Masters, Training and Development
University of Massachusetts Boston
M.Ed, Education
Erin Cleland's Scudder Investments Experience December 1999 - October 2002
Job Relationship Manager | Complex Partnerships | Expertise in SubAdvisory
Industry Financial Services
Experience
Geode Capital Management November 2011 - Present
OppenheimerFunds July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds) March 2008 - July 2010
Wellington Management October 2002 - March 2007
Scudder Investments December 1999 - October 2002
Investors Bank & Trust 1999 - 1999
Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Geode Capital Management November 2011 - Present
OppenheimerFunds July 2010 - March 2011
OFI Institutional Asset Management (OppenheimerFunds) March 2008 - July 2010
Wellington Management October 2002 - March 2007
Scudder Investments December 1999 - October 2002
Investors Bank & Trust 1999 - 1999
Skills
Sub-Advisory, Client Service, New Business Development, Process Improvement, Mutual Funds, Institutional, Client Advocacy, Business Analysis, Customer Relations, CRM, Financial Services, Equities, Asset Management, Strategy, Portfolio Management, Series 63, Business Development, Financial Modeling, Relationship Management, Business Process..., Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Due Diligence, Management, Capital Markets, Leadership, Investment Advisory, Client Services, Securities, Series 7, Bloomberg, Wealth Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Steve Houde Steve Houde's Scudder Investments Experience October 1999 - February 2002
Job CEO and Founder at VDR Consulting, LLC
Industry Information Technology and Services
Experience
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
Jen Coakley Miller's Scudder Investments Experience 1995 - 1997
Job Corporate Finance Professional
Industry Management Consulting
Experience
The Forum Corporation 1999 - 2006
Digitas 1996 - 1999
Scudder Investments 1995 - 1997
Education
Bentley University 1991 — 1997
MSF
The Forum Corporation 1999 - 2006
Digitas 1996 - 1999
Scudder Investments 1995 - 1997
Education
Bentley University 1991 — 1997
MSF
James M. Thompson, CFP® James M. Thompson, CFP®'s Scudder Investments Experience 1998 - 2002
Job Village Financial Partners, at The Village Bank
Industry Financial Services
Experience
Village Financial Partners October 2006 - Present
Financial Planning Association of Massachusetts January 2006 - December 2012
Scudder Investments 1998 - 2002
AARP 1979 - 1998
Skills
Financial Planning, Securities, Retirement Planning, Wealth Management, Financial Counseling...
Education
Boston University 2002 — 2004
Certificate, Financial Planning
University of Southern California 1978 — 1980
MS, Gerontology, Public Administration
Duke University 1972 — 1976
BA, English and Religion
Village Financial Partners October 2006 - Present
Financial Planning Association of Massachusetts January 2006 - December 2012
Scudder Investments 1998 - 2002
AARP 1979 - 1998
Skills
Financial Planning, Securities, Retirement Planning, Wealth Management, Financial Counseling...
Education
Boston University 2002 — 2004
Certificate, Financial Planning
University of Southern California 1978 — 1980
MS, Gerontology, Public Administration
Duke University 1972 — 1976
BA, English and Religion
Mark Greenberg, CFA Mark Greenberg, CFA's Scudder Investments Experience March 1990 - January 1996
Job Portfolio Advisor, Sugarloaf Rock Capital
Industry Investment Management
Experience
Sugarloaf Rock Capital, LLC February 2011 - Present
University of Colorado at Boulder, Leeds School of Business January 2007 - Present
Foundation for Prader-Willi Research February 2006 - Present
Mark Greenberg Capital Advisors February 2009 - December 2010
Invesco Ltd./AIM Funds January 1996 - January 2009
Scudder Investments March 1990 - January 1996
Skills
Equity Research, Portfolio Management, Equities, Asset Management, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Research, Bloomberg, Valuation, Asset Managment, Investment Banking, Analysis, Investor Relations, Alternative Investments, Private Equity, Fixed Income, Asset Allocation, Investment Management
Education
Marquette University 1975 — 1980
BSBA, Finance and Economics
City University London
Economics
Sugarloaf Rock Capital, LLC February 2011 - Present
University of Colorado at Boulder, Leeds School of Business January 2007 - Present
Foundation for Prader-Willi Research February 2006 - Present
Mark Greenberg Capital Advisors February 2009 - December 2010
Invesco Ltd./AIM Funds January 1996 - January 2009
Scudder Investments March 1990 - January 1996
Skills
Equity Research, Portfolio Management, Equities, Asset Management, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Research, Bloomberg, Valuation, Asset Managment, Investment Banking, Analysis, Investor Relations, Alternative Investments, Private Equity, Fixed Income, Asset Allocation, Investment Management
Education
Marquette University 1975 — 1980
BSBA, Finance and Economics
City University London
Economics
Geoffrey Walden's Scudder Investments Experience October 1996 - May 1998
Job Strategic Client Relationships at SunGard Financial Services
Industry Financial Services
Experience
SunGard 2011 - Present
J.P. Morgan Retirement Plan Services 2004 - 2010
Security Benefit 1998 - 2004
Security Benefit 1998 - 2004
Scudder Investments October 1996 - May 1998
Scudder Investments June 1995 - September 1996
Scudder Investments July 1991 - June 1995
Skills
Securities, Mutual Funds, Investments, Asset Managment, Vendor Management, Financial Services, Banking, Business Analysis, Strategy, Asset Management, Management, Relationship Management, Finance, Business Development, Process Improvement, Project Management, Risk Management, Retirement, Financial Planning, Budgets, Leadership, SDLC, Strategic Planning
Education
Baker University 1992 — 1994
Masters, Management
Kansas State University 1985 — 1988
Bachelors, Industrial Psychology
SunGard 2011 - Present
J.P. Morgan Retirement Plan Services 2004 - 2010
Security Benefit 1998 - 2004
Security Benefit 1998 - 2004
Scudder Investments October 1996 - May 1998
Scudder Investments June 1995 - September 1996
Scudder Investments July 1991 - June 1995
Skills
Securities, Mutual Funds, Investments, Asset Managment, Vendor Management, Financial Services, Banking, Business Analysis, Strategy, Asset Management, Management, Relationship Management, Finance, Business Development, Process Improvement, Project Management, Risk Management, Retirement, Financial Planning, Budgets, Leadership, SDLC, Strategic Planning
Education
Baker University 1992 — 1994
Masters, Management
Kansas State University 1985 — 1988
Bachelors, Industrial Psychology
Amy (Schwabero) Trapp Amy (Schwabero) Trapp's Scudder Investments Experience September 1998 - August 2001
Job Director at NC3
Industry Staffing and Recruiting
Experience
NC3 January 2013 - Present
RECSOLU RPO SERVICES January 2011 - December 2012
On-Campus Resources January 2002 - December 2010
Scudder Investments September 1998 - August 2001
Skills
Recruiting, Talent Management, College Recruiting, Interviews, Human Resources, Employer Branding, Project Management, Leadership, Account Management, Management, Onboarding, Talent Acquisition, Social Networking, Program Management, Sourcing, Applicant Tracking...
Education
Central Michigan University 1994 — 1998
Bachelor of Science (B.S.), Journalism with a PR concentration
Reading High School 1989 — 1998
NC3 January 2013 - Present
RECSOLU RPO SERVICES January 2011 - December 2012
On-Campus Resources January 2002 - December 2010
Scudder Investments September 1998 - August 2001
Skills
Recruiting, Talent Management, College Recruiting, Interviews, Human Resources, Employer Branding, Project Management, Leadership, Account Management, Management, Onboarding, Talent Acquisition, Social Networking, Program Management, Sourcing, Applicant Tracking...
Education
Central Michigan University 1994 — 1998
Bachelor of Science (B.S.), Journalism with a PR concentration
Reading High School 1989 — 1998
Diane Yarrow Diane Yarrow's Scudder Investments Experience 1995 - 1997
Job Sales and Marketing Professional
Industry Market Research
Experience
Gartner January 2012 - December 2014
Gartner January 2010 - December 2011
AMR Research (now Gartner, Inc.) December 2008 - December 2009
Yankee Group March 2007 - August 2008
JupiterResearch February 2000 - March 2007
New York Life Benefit Services, Inc. 1999 - 2000
Scudder Investments 1995 - 1997
State Street 1990 - 1995
Skills
Marketing, Cross-functional Team..., Marketing Strategy, Business Development, Strategy, Team Leadership, Marketing Communications, Analytics, New Business Development, Sales Operations, Account Management, Start-ups, CRM, Market Research, Product Development, Competitive Analysis, Business Strategy, Sales, Leadership, Management, Consulting, General Awesomeness, Awesomeness, Product Management, Strategic Partnerships
Education
Colby College
BA, Government with a concentration in Public Policy
Gartner January 2012 - December 2014
Gartner January 2010 - December 2011
AMR Research (now Gartner, Inc.) December 2008 - December 2009
Yankee Group March 2007 - August 2008
JupiterResearch February 2000 - March 2007
New York Life Benefit Services, Inc. 1999 - 2000
Scudder Investments 1995 - 1997
State Street 1990 - 1995
Skills
Marketing, Cross-functional Team..., Marketing Strategy, Business Development, Strategy, Team Leadership, Marketing Communications, Analytics, New Business Development, Sales Operations, Account Management, Start-ups, CRM, Market Research, Product Development, Competitive Analysis, Business Strategy, Sales, Leadership, Management, Consulting, General Awesomeness, Awesomeness, Product Management, Strategic Partnerships
Education
Colby College
BA, Government with a concentration in Public Policy
Don G. Persaud, CTP Don G. Persaud, CTP's Scudder Investments Experience 1998 - 2002
Job Treasury Officer at Swiss Reinsurance Company
Industry Insurance
Experience
SWISS REINSURANCE COMPANY 2007 - 2014
KKR 2006 - 2006
VIP Community Services 2004 - 2006
Healthfirst 2003 - 2003
Scudder Investments 1998 - 2002
General American Investors Co., Inc. 1987 - 1998
Skills
Cash Management, Risk Management, Financial Analysis, Finance, Treasury, Insurance, Investments, Treasury Management, Corporate Finance, Financial Reporting, Treasury Services, Liquidity Management, Cash Flow Forecasting, Asset Management, Reinsurance, Treasury Technology, Accounting, Performance Metrics, Key Performance..., Business Continuity..., Financial Services, Capital Markets, Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
HILLCREST HIGH SCHOOL
Accounting and Finance
SWISS REINSURANCE COMPANY 2007 - 2014
KKR 2006 - 2006
VIP Community Services 2004 - 2006
Healthfirst 2003 - 2003
Scudder Investments 1998 - 2002
General American Investors Co., Inc. 1987 - 1998
Skills
Cash Management, Risk Management, Financial Analysis, Finance, Treasury, Insurance, Investments, Treasury Management, Corporate Finance, Financial Reporting, Treasury Services, Liquidity Management, Cash Flow Forecasting, Asset Management, Reinsurance, Treasury Technology, Accounting, Performance Metrics, Key Performance..., Business Continuity..., Financial Services, Capital Markets, Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
HILLCREST HIGH SCHOOL
Accounting and Finance
Anushka White Anushka White's Scudder Investments Experience March 1993 - July 1997
Job French Teacher at Calgary Jewish Academy
Industry Financial Services
Experience
Calgary Jewish Academy August 2015 - Present
Webber Academy September 2012 - August 2015
International School Aberdeen September 2007 - May 2011
Panagaschool (Brunei Shell Petroleum) September 2006 - May 2007
Rabobank stadskanaal January 1999 - August 2000
BankBoston March 1997 - June 1998
Scudder Investments March 1993 - July 1997
Skills
Editing, Public Relations, ESL, Teaching English as a..., Spanish, Teaching, Marketing, Coaching, French
Education
l'academie de Nice 2010 — 2011
DELF, French
Babson College 1996 — 2000
MBA, International Business, Finance
Simmons College 1989 — 1993
BA, International Business/French
Université Paris Sorbonne (Paris IV) / Sorbonne University 1991 — 1992
French Literature, International Business
Calgary Jewish Academy August 2015 - Present
Webber Academy September 2012 - August 2015
International School Aberdeen September 2007 - May 2011
Panagaschool (Brunei Shell Petroleum) September 2006 - May 2007
Rabobank stadskanaal January 1999 - August 2000
BankBoston March 1997 - June 1998
Scudder Investments March 1993 - July 1997
Skills
Editing, Public Relations, ESL, Teaching English as a..., Spanish, Teaching, Marketing, Coaching, French
Education
l'academie de Nice 2010 — 2011
DELF, French
Babson College 1996 — 2000
MBA, International Business, Finance
Simmons College 1989 — 1993
BA, International Business/French
Université Paris Sorbonne (Paris IV) / Sorbonne University 1991 — 1992
French Literature, International Business
Eleanor Mascheroni Eleanor Mascheroni's Scudder Investments Experience September 1991 - October 2001
Job Managing Director, Communications at GE Capital
Industry Marketing and Advertising
Experience
GE Capital January 2015 - Present
Delphi Automotive January 2012 - August 2014
Ogilvy & Mather October 2001 - December 2011
Scudder Investments September 1991 - October 2001
Prudential Securities 1981 - 1991
Skills
Marketing Communications, Corporate Communications, Public Relations, Marketing, Management, Marketing Strategy, Advertising, Brand Development, Strategy, Brand Management, Strategic Planning, Copywriting
Education
Brown University 1973 — 1977
AB, History of Art
Università degli Studi di Firenze 1975 — 1976
History of Art
GE Capital January 2015 - Present
Delphi Automotive January 2012 - August 2014
Ogilvy & Mather October 2001 - December 2011
Scudder Investments September 1991 - October 2001
Prudential Securities 1981 - 1991
Skills
Marketing Communications, Corporate Communications, Public Relations, Marketing, Management, Marketing Strategy, Advertising, Brand Development, Strategy, Brand Management, Strategic Planning, Copywriting
Education
Brown University 1973 — 1977
AB, History of Art
Università degli Studi di Firenze 1975 — 1976
History of Art
Brady Proctor Brady Proctor's Scudder Investments Experience March 2002 - June 2005
Job Portfolio Manager at S.A. Mason Capital
Industry Banking
Experience
S.A. Mason Capital June 2013 - Present
Founders Bank and Trust April 2008 - May 2013
Fifth Third Bank June 2005 - March 2008
Scudder Investments March 2002 - June 2005
Bank of New York September 2001 - December 2001
Salomon Smith Barney May 2001 - September 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation
Education
Calvin College 1997 — 2001
Bachelor of Arts, Business
S.A. Mason Capital June 2013 - Present
Founders Bank and Trust April 2008 - May 2013
Fifth Third Bank June 2005 - March 2008
Scudder Investments March 2002 - June 2005
Bank of New York September 2001 - December 2001
Salomon Smith Barney May 2001 - September 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation
Education
Calvin College 1997 — 2001
Bachelor of Arts, Business
Lee Schmertzler's Scudder Investments Experience 1999 - 1999
Job Retirement Benefits Consultant
Industry Financial Services
Experience
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Bill Drover's Scudder Investments Experience March 1991 - June 2000
Job Institutional Relationship Manager
Industry Financial Services
Experience
TIAA-CREF December 2007 - June 2015
Fidelity Investments Institutional Client Services June 2000 - November 2006
Scudder Investments March 1991 - June 2000
Skills
Investments, Risk Management, Financial Services, Finance, Customer Service, Business Analysis, Relationship Management, Writing, Child Advocacy, Peer Mentoring, Cost Management, Competitive Intelligence, Sales Presentations, Business Process...
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Revere High School 1979 — 1983
TIAA-CREF December 2007 - June 2015
Fidelity Investments Institutional Client Services June 2000 - November 2006
Scudder Investments March 1991 - June 2000
Skills
Investments, Risk Management, Financial Services, Finance, Customer Service, Business Analysis, Relationship Management, Writing, Child Advocacy, Peer Mentoring, Cost Management, Competitive Intelligence, Sales Presentations, Business Process...
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Revere High School 1979 — 1983
Lyman H. Jackson, CFP® Lyman H. Jackson, CFP®'s Scudder Investments Experience December 1996 - September 2000
Job Managing Partner at Financial Planning Solutions, LLC
Industry Financial Services
Experience
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
Financial Planning Solutions, LLC September 2013 - Present
Massachusetts Congregational Fund 2013 - Present
Jackson Financial Advisors January 2006 - August 2013
Holm Investment Advisors January 2004 - December 2005
Solomon Financial, Inc January 2003 - December 2003
Columbia Management September 2000 - December 2002
Scudder Investments December 1996 - September 2000
Evergreen Investments September 1992 - December 1996
First Data Corporation January 1992 - September 1992
Fidelity Investments September 1988 - January 1991
Skills
Retirement Planning, Financial Planners, Investments, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Asset Managment, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds
Education
Boston University 2003 — 2004
Certified Financial PlannerTM, Financial Planning
Bentley University 1994 — 1995
Certificate, Pensions & Employee Benefits
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Marketing and International Finance
Boston University - School of Management 1981 — 1983
BSBA, Marketing
Boston University 1979 — 1981
College of General Studies
Laconia High School
Thomas O'Shaughnessy, CFP® Thomas O'Shaughnessy, CFP®'s Scudder Investments Experience November 1996 - April 2000
Job Director BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
BKD Wealth Advisors November 2014 - Present
Wolf & Company LLP May 2014 - November 2014
Hunter Benefits Consulting Group, Inc. March 2010 - April 2014
John Hancock Retirement Services August 2003 - March 2010
John Hancock USA (aka Manulife Financial) 2003 - March 2010
State Street Research May 2001 - October 2002
Scudder Investments November 1996 - April 2000
H.D. Vest Financial Services April 1996 - September 1999
Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k
Education
Benedictine University 2009 — 2012
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (B.A.)
David Lopez, MBA, CRPC's Scudder Investments Experience 1998 - 2000
Job Adjunct Professor at Babson College
Industry Higher Education
Experience
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Richard Gates, CFP® Richard Gates, CFP®'s Scudder Investments Experience June 1999 - June 2000
Job Midwest Regional Director
Industry Investment Management
Experience
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Loring Ward April 2012 - Present
Genworth Financial April 2010 - March 2012
Genworth Financial May 2008 - March 2010
Buckingham Asset Management June 2007 - April 2008
Genworth Financial September 2002 - April 2007
Genworth Financial July 2000 - August 2002
Scudder Investments June 1999 - June 2000
Scudder Investments November 1997 - May 1999
Skills
Financial Planning, Practice Management, Business Relationship..., Business Development, Marketing, Portfolio Management, Wealth Management, Strategic Financial...
Education
Washington State University 1994 — 1997
Bachelor of Science (BS), Chemical Engineering
Central Washington University 1988 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
Janet MacLean Jansen Janet MacLean Jansen's Scudder Investments Experience November 1992 - May 1999
Job President & Chief Executive Officer
Industry Hospital & Health Care
Experience
JMAC Partners LLC 2006 - Present
Healthcare Communications Group April 2011 - September 2012
Kidspace Children's Museum October 2009 - April 2011
Thelen Reid Brown Raysman & Steiner LLP April 2006 - October 2008
Fidelity Investments May 1999 - 2006
Scudder Investments November 1992 - May 1999
Pilot Software May 1990 - November 1992
The Boston Company May 1989 - May 1990
DeScenza Diamonds May 1987 - May 1989
Skills
Leadership, Strategic Planning, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Management, Business Strategy, Business Planning, Budgets, Negotiation, Healthcare, Fiscally Responsible, Organizational..., Patient Recruitment, Retention Programs, Marketing Communications
Education
Bryant University 1983 — 1987
Bachelors, Business Management
JMAC Partners LLC 2006 - Present
Healthcare Communications Group April 2011 - September 2012
Kidspace Children's Museum October 2009 - April 2011
Thelen Reid Brown Raysman & Steiner LLP April 2006 - October 2008
Fidelity Investments May 1999 - 2006
Scudder Investments November 1992 - May 1999
Pilot Software May 1990 - November 1992
The Boston Company May 1989 - May 1990
DeScenza Diamonds May 1987 - May 1989
Skills
Leadership, Strategic Planning, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Management, Business Strategy, Business Planning, Budgets, Negotiation, Healthcare, Fiscally Responsible, Organizational..., Patient Recruitment, Retention Programs, Marketing Communications
Education
Bryant University 1983 — 1987
Bachelors, Business Management
Tim Meek CFP® Tim Meek CFP®'s Scudder Investments Experience 1998 - 2004
Job Vice President at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2004 - Present
Scudder Investments 1998 - 2004
Skills
Series 63, Series 7, Separately Managed..., Series 6, Mutual Funds, Alternative Investments
Education
Baldwin-Wallace College 1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Calamos Investments April 2004 - Present
Scudder Investments 1998 - 2004
Skills
Series 63, Series 7, Separately Managed..., Series 6, Mutual Funds, Alternative Investments
Education
Baldwin-Wallace College 1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Jennifer (Jackson) Hafner's Scudder Investments Experience 1990 - 1995
Job Vice President Investment Management
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 2000 - 2006
Charles Schwab May 1999 - 2001
Fleet Bank 1996 - 1999
Scudder Investments 1990 - 1995
Skills
Series 24, Series 7, Product Strategy, Product Management, Investment Management..., Mutual Funds, ETFs, Separately Managed..., Regulatory Compliance, Money Market Funds, Marketing Communications, Board Presentations, Website Development, Web Content Management, Financial Services
Education
Boston University Graduate School of Management 2003 — 2006
MBA, Business, Honors
Clark University 1986 — 1990
Bachelor’s Degree, Economics
Charles Schwab 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 2000 - 2006
Charles Schwab May 1999 - 2001
Fleet Bank 1996 - 1999
Scudder Investments 1990 - 1995
Skills
Series 24, Series 7, Product Strategy, Product Management, Investment Management..., Mutual Funds, ETFs, Separately Managed..., Regulatory Compliance, Money Market Funds, Marketing Communications, Board Presentations, Website Development, Web Content Management, Financial Services
Education
Boston University Graduate School of Management 2003 — 2006
MBA, Business, Honors
Clark University 1986 — 1990
Bachelor’s Degree, Economics
Scott Lacey's Scudder Investments Experience 1996 - 2000
Job Head of Infrastructure Operations, Americas Region at EMD Affiliates of Merck KGaA, Darmstadt, Germany
Industry Information Technology and Services
Experience
EMD - Affiliates of Merck KGaA, Darmstadt, Germany July 2015 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany August 2014 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany January 2012 - August 2014
EMD - Affiliates of Merck KGaA, Darmstadt, Germany May 2008 - January 2012
State Street Corporation October 2000 - May 2008
Scudder Investments 1996 - 2000
Skills
Process Improvement, Lotus Notes, Project Management, Business Analysis, Software Documentation, SharePoint, Troubleshooting, Team Leadership, Program Management, Change Management, Access, Visio, Sarbanes-Oxley Act, Data Analysis, Windows 7, Computer Hardware, Integration, CRM, Risk Management, Team Building, Active Directory, ITIL, Networking, Management, IT Operations, Internet Explorer
Education
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Bridgewater State University 1994 — 1998
Bachelor's degree, Management Information Systems, General
EMD - Affiliates of Merck KGaA, Darmstadt, Germany July 2015 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany August 2014 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany January 2012 - August 2014
EMD - Affiliates of Merck KGaA, Darmstadt, Germany May 2008 - January 2012
State Street Corporation October 2000 - May 2008
Scudder Investments 1996 - 2000
Skills
Process Improvement, Lotus Notes, Project Management, Business Analysis, Software Documentation, SharePoint, Troubleshooting, Team Leadership, Program Management, Change Management, Access, Visio, Sarbanes-Oxley Act, Data Analysis, Windows 7, Computer Hardware, Integration, CRM, Risk Management, Team Building, Active Directory, ITIL, Networking, Management, IT Operations, Internet Explorer
Education
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Bridgewater State University 1994 — 1998
Bachelor's degree, Management Information Systems, General
Deborah Beaudette Richard's Scudder Investments Experience July 1988 - September 1989
Job Marketing Communications Specialist
Industry Higher Education
Experience
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Jeanne (Hegarty) Hall, CCP Jeanne (Hegarty) Hall, CCP's Scudder Investments Experience 1993 - 1996
Job Director, Global Compensation and Benefits at SimpliVity Corporation
Industry Human Resources
Experience
SimpliVity Corporation June 2015 - Present
Sekisui Diagnostics, LLC April 2013 - April 2015
Comcast June 2010 - April 2013
Comcast February 2008 - June 2010
Insight Performance April 2006 - February 2008
Millipore Corporation January 2005 - April 2006
Millipore Corporation June 1999 - April 2006
Millipore Corporation June 1996 - June 1999
Scudder Investments 1993 - 1996
Houghton Miffliin 1991 - 1993
Skills
Deferred Compensation, HRIS, Human Resources, Performance Management, Employee Benefits, Onboarding, Talent Management, Management, Employee Relations, Talent Acquisition, Training, Leadership, Personnel Management, Employee Engagement, Strategy, Succession Planning, Program Management, Workforce Planning, Compensation, Recruiting, Organizational..., Benefits Administration, HR Policies, Cross-functional Team..., Process Improvement, HR Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Isenberg School of Management, UMass Amherst
BBA, Business
SimpliVity Corporation June 2015 - Present
Sekisui Diagnostics, LLC April 2013 - April 2015
Comcast June 2010 - April 2013
Comcast February 2008 - June 2010
Insight Performance April 2006 - February 2008
Millipore Corporation January 2005 - April 2006
Millipore Corporation June 1999 - April 2006
Millipore Corporation June 1996 - June 1999
Scudder Investments 1993 - 1996
Houghton Miffliin 1991 - 1993
Skills
Deferred Compensation, HRIS, Human Resources, Performance Management, Employee Benefits, Onboarding, Talent Management, Management, Employee Relations, Talent Acquisition, Training, Leadership, Personnel Management, Employee Engagement, Strategy, Succession Planning, Program Management, Workforce Planning, Compensation, Recruiting, Organizational..., Benefits Administration, HR Policies, Cross-functional Team..., Process Improvement, HR Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Isenberg School of Management, UMass Amherst
BBA, Business
David Sarnowski's Scudder Investments Experience September 2000 - July 2002
Job Managing Partner at Black Diamond Homes
Industry Real Estate
Experience
Black Diamond Homes March 2015 - Present
AVENUE Residential February 2015 - Present
S&S Property Development, LLC September 2009 - Present
LittleGifts, Inc. April 2004 - April 2014
Deutsche Asset Management June 2002 - January 2006
Scudder Investments September 2000 - July 2002
Shop121 January 1999 - August 2000
Skills
Investment Properties, Property Management, Investors, Short Sales, Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Economics, Sellers, First Time Home Buyers, Foreclosures, Negotiation, REO, Sales, Marketing, Rentals, Residential Homes, Single Family Homes, Management, Condos, Investments, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, Referrals, Leases
Education
Boston University - School of Management 1996 — 2000
BSBA, Finance, Marketing
Old Westbury School of the Holy Child 1992 — 1996
Collegiate Preparatory, College/University Preparatory and Advanced High School
Black Diamond Homes March 2015 - Present
AVENUE Residential February 2015 - Present
S&S Property Development, LLC September 2009 - Present
LittleGifts, Inc. April 2004 - April 2014
Deutsche Asset Management June 2002 - January 2006
Scudder Investments September 2000 - July 2002
Shop121 January 1999 - August 2000
Skills
Investment Properties, Property Management, Investors, Short Sales, Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Economics, Sellers, First Time Home Buyers, Foreclosures, Negotiation, REO, Sales, Marketing, Rentals, Residential Homes, Single Family Homes, Management, Condos, Investments, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, Referrals, Leases
Education
Boston University - School of Management 1996 — 2000
BSBA, Finance, Marketing
Old Westbury School of the Holy Child 1992 — 1996
Collegiate Preparatory, College/University Preparatory and Advanced High School
Teri Hutchison PRP, AIF Teri Hutchison PRP, AIF's Scudder Investments Experience 1996 - 2002
Job Executive Director, Retirement Plans at Shuster Financial Group, LLC
Industry Financial Services
Experience
Shuster Financial Group, LLC July 2014 - Present
Pensionmark Retirement Group March 2012 - July 2014
TIAA-CREF 2010 - 2012
TIAA-CREF 2010 - 2012
Arthur J. Gallagher August 2006 - September 2010
MassMutual 2001 - 2006
Scudder Investments 1996 - 2002
Skills
Records Management, Compliance, Retirement, Pensions, Plan Design, Analysis, Risk, Strategic Planning, Process Improvement, Health Insurance, Business Planning, Financial Risk, Defined Benefit, Training, Retirement Plan..., Employee Benefits, CRM, Deferred Compensation, Interviews, Investments, Risk Management, Insurance, Management, 401k, Human Resources, Organizational..., Financial Services, Retirement Planning
Education
Ashford University
BA
Marymount College
Mount Saint Mary's University
Shuster Financial Group, LLC July 2014 - Present
Pensionmark Retirement Group March 2012 - July 2014
TIAA-CREF 2010 - 2012
TIAA-CREF 2010 - 2012
Arthur J. Gallagher August 2006 - September 2010
MassMutual 2001 - 2006
Scudder Investments 1996 - 2002
Skills
Records Management, Compliance, Retirement, Pensions, Plan Design, Analysis, Risk, Strategic Planning, Process Improvement, Health Insurance, Business Planning, Financial Risk, Defined Benefit, Training, Retirement Plan..., Employee Benefits, CRM, Deferred Compensation, Interviews, Investments, Risk Management, Insurance, Management, 401k, Human Resources, Organizational..., Financial Services, Retirement Planning
Education
Ashford University
BA
Marymount College
Mount Saint Mary's University
Lee Alhambra Lee Alhambra's Scudder Investments Experience 2000 - 2002
Job Attorney at Woodruff Johnson & Palermo
Industry Law Practice
Experience
Woodruff Johnson & Palermo 2007 - Present
MetLife October 2002 - August 2004
Scudder Investments 2000 - 2002
Skills
Litigation, Civil Litigation, Commercial Litigation, Personal Injury, Family Law, Automobile Accidents, Medical Malpractice, Trials, Trial Practice, Appeals, Public Liability, Wrongful Death, Westlaw, Product Liability, Courts, Torts, Legal Research, Arbitration, Legal Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Loyola University of Chicago 1995 — 1999
BS
Boylan High School
Woodruff Johnson & Palermo 2007 - Present
MetLife October 2002 - August 2004
Scudder Investments 2000 - 2002
Skills
Litigation, Civil Litigation, Commercial Litigation, Personal Injury, Family Law, Automobile Accidents, Medical Malpractice, Trials, Trial Practice, Appeals, Public Liability, Wrongful Death, Westlaw, Product Liability, Courts, Torts, Legal Research, Arbitration, Legal Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Loyola University of Chicago 1995 — 1999
BS
Boylan High School
Abbe DeMaio's Scudder Investments Experience July 1988 - August 1990
Job Audience Development Manager at Crain Communications
Industry Publishing
Experience
Crain Communications January 2012 - Present
DeVry University September 2006 - August 2011
TV Guide Magazine March 2003 - September 2006
BMG Music October 1997 - May 2000
Reader's Digest November 1992 - October 1997
Reader's Digest November 1992 - October 1997
US News & World Report August 1990 - November 1992
Scudder Investments July 1988 - August 1990
Connell Commodities April 1987 - June 1988
BOATING INDUSTRY Magazine June 1984 - April 1987
Skills
Direct Mail, Market Planning, Customer Acquisition, Integrated Marketing, Affiliate Marketing, Marketing Strategy, Marketing Management, Campaign Management, Event Marketing, Direct Marketing, Lead Generation, Email Marketing, Publishing, B2B Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Online Advertising, Leadership, Sales, SEM, Marketing Communications, Marketing, Marketing Research, Multi-channel Marketing, Creative Direction, Database Marketing, New Business Development, Customer Retention, Relationship Marketing, Brand Awareness, Market Research, Newsletters, B2B, Advertising, Web Analytics, Trade Shows, Digital Strategy, Brand Development, SEO, Digital Media, Event Planning
Education
University of Miami - School of Business 1996 — 1997
MBA, International Business
Cedar Crest College 1980 — 1984
Bachelor's Degree, Communications Studies & English
Crain Communications January 2012 - Present
DeVry University September 2006 - August 2011
TV Guide Magazine March 2003 - September 2006
BMG Music October 1997 - May 2000
Reader's Digest November 1992 - October 1997
Reader's Digest November 1992 - October 1997
US News & World Report August 1990 - November 1992
Scudder Investments July 1988 - August 1990
Connell Commodities April 1987 - June 1988
BOATING INDUSTRY Magazine June 1984 - April 1987
Skills
Direct Mail, Market Planning, Customer Acquisition, Integrated Marketing, Affiliate Marketing, Marketing Strategy, Marketing Management, Campaign Management, Event Marketing, Direct Marketing, Lead Generation, Email Marketing, Publishing, B2B Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Online Advertising, Leadership, Sales, SEM, Marketing Communications, Marketing, Marketing Research, Multi-channel Marketing, Creative Direction, Database Marketing, New Business Development, Customer Retention, Relationship Marketing, Brand Awareness, Market Research, Newsletters, B2B, Advertising, Web Analytics, Trade Shows, Digital Strategy, Brand Development, SEO, Digital Media, Event Planning
Education
University of Miami - School of Business 1996 — 1997
MBA, International Business
Cedar Crest College 1980 — 1984
Bachelor's Degree, Communications Studies & English
Sara Samuels Sara Samuels's Scudder Investments Experience September 1999 - September 2001
Job Freelance Consultant; Project Management, Grantwriting, and Program Direction
Industry Nonprofit Organization Management
Experience
Temple Shaaray Tefila August 2014 - Present
Freelance Consultancy April 2014 - Present
Hadassah May 2012 - March 2014
Union for Reform Judaism January 2007 - May 2012
Union for Reform Judaism January 2007 - April 2009
Indianapolis Neighborhood Resource Center August 2005 - May 2006
National Conference for Community and Justice September 2003 - May 2005
Israel Emergency Solidarity Fund September 2001 - August 2002
Scudder Investments September 1999 - September 2001
NYS Assembly January 1998 - May 1998
Skills
Volunteer Management, Strategic Planning, Budgeting, Grants, Policy, Board Development, Program Evaluation, Evaluation, Event Planning, Event Management, Staff Development, Training & Development, Staff Management, Staff Supervision, Marketing Communications, Program Management, Non-profits, Grant Writing, Proposal Writing, Community Organizing, Budgets, Nonprofits
Education
City University of New York-Baruch College 2005 — 2006
School of Public AffairsMaster; Master of Public Administration, Public Administration
University at Albany, SUNY 1995 — 1999
BA, Judaic Studies
Temple Shaaray Tefila August 2014 - Present
Freelance Consultancy April 2014 - Present
Hadassah May 2012 - March 2014
Union for Reform Judaism January 2007 - May 2012
Union for Reform Judaism January 2007 - April 2009
Indianapolis Neighborhood Resource Center August 2005 - May 2006
National Conference for Community and Justice September 2003 - May 2005
Israel Emergency Solidarity Fund September 2001 - August 2002
Scudder Investments September 1999 - September 2001
NYS Assembly January 1998 - May 1998
Skills
Volunteer Management, Strategic Planning, Budgeting, Grants, Policy, Board Development, Program Evaluation, Evaluation, Event Planning, Event Management, Staff Development, Training & Development, Staff Management, Staff Supervision, Marketing Communications, Program Management, Non-profits, Grant Writing, Proposal Writing, Community Organizing, Budgets, Nonprofits
Education
City University of New York-Baruch College 2005 — 2006
School of Public AffairsMaster; Master of Public Administration, Public Administration
University at Albany, SUNY 1995 — 1999
BA, Judaic Studies
Sue Penchansky's Scudder Investments Experience 1998 - 1998
Job Senior Vice President
Industry Human Resources
Experience
KGA Inc December 2002 - Present
City Access Providers 1999 - 2000
State Street Corporation 1994 - 1999
Scudder Investments 1998 - 1998
Stratus Computers 1984 - 1987
Computervision 1982 - 1984
Skills
Organizational..., Executive Coaching, Organizational..., 360 Feedback, Employee Engagement, Employee Relations, Generational Differences, EAP, Wellness, Management Development, Organizational Design, Talent Management, New Business Development, Leadership Development, Human Resources, Performance Management, HR Policies, MBTI, Stress Management, Behavioral Health, Resiliency, Benefits Administration, Management, Coaching, Start-ups, Program Management, Employee Benefits, Workforce Planning, Succession Planning, Recruiting
Education
Babson College 1987 — 1992
MBA, Human Resources
Bridgewater State College 1979 — 1982
Bachelor of Science, Public Administration
Canton High 1974 — 1978
KGA Inc December 2002 - Present
City Access Providers 1999 - 2000
State Street Corporation 1994 - 1999
Scudder Investments 1998 - 1998
Stratus Computers 1984 - 1987
Computervision 1982 - 1984
Skills
Organizational..., Executive Coaching, Organizational..., 360 Feedback, Employee Engagement, Employee Relations, Generational Differences, EAP, Wellness, Management Development, Organizational Design, Talent Management, New Business Development, Leadership Development, Human Resources, Performance Management, HR Policies, MBTI, Stress Management, Behavioral Health, Resiliency, Benefits Administration, Management, Coaching, Start-ups, Program Management, Employee Benefits, Workforce Planning, Succession Planning, Recruiting
Education
Babson College 1987 — 1992
MBA, Human Resources
Bridgewater State College 1979 — 1982
Bachelor of Science, Public Administration
Canton High 1974 — 1978
Winky Deveze Winky Deveze's Scudder Investments Experience July 1995 - May 1999
Job Sales Trainee at PEAK Technical Staffing USA
Industry Staffing and Recruiting
Experience
PEAK Technical Staffing USA August 2015 - Present
PEAK Technical Staffing USA August 2015 - Present
Smarter Exercise January 2005 - August 2015
Trust Administration Services Corp January 2005 - May 2005
Mutual of America Life Insurance Company June 1999 - December 2004
Scudder Investments July 1995 - May 1999
Fairchild Aerospace September 1986 - July 1994
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Scheduling, Analysis, Health, Research, Account Reconciliation, Accounting, Processing, Business Development, Management, Mentoring Of Staff, Mentoring New Hires, Financial Reporting, Financial Planning, Writing, PowerPoint, Outlook, Excel, Word, English & Spanish..., System Administration, Process Scheduler, Strategic Financial..., Microsoft Excel, Microsoft Word, Project Planning, Employee Benefits, Employee Relations, Coaching, Team Building, CRM, Leadership, Training, Start-ups, Nonprofits, Business Planning, Sales
Education
California State University-Dominguez Hills 1979 — 1982
Biology, General, earned 194 units
El Camino College 1986 — 1990
Associate of Science (A.S.), Finance/Real Estate Finance
PEAK Technical Staffing USA August 2015 - Present
PEAK Technical Staffing USA August 2015 - Present
Smarter Exercise January 2005 - August 2015
Trust Administration Services Corp January 2005 - May 2005
Mutual of America Life Insurance Company June 1999 - December 2004
Scudder Investments July 1995 - May 1999
Fairchild Aerospace September 1986 - July 1994
Skills
Customer Service, Microsoft Office, Customer Relations, Administration, Scheduling, Analysis, Health, Research, Account Reconciliation, Accounting, Processing, Business Development, Management, Mentoring Of Staff, Mentoring New Hires, Financial Reporting, Financial Planning, Writing, PowerPoint, Outlook, Excel, Word, English & Spanish..., System Administration, Process Scheduler, Strategic Financial..., Microsoft Excel, Microsoft Word, Project Planning, Employee Benefits, Employee Relations, Coaching, Team Building, CRM, Leadership, Training, Start-ups, Nonprofits, Business Planning, Sales
Education
California State University-Dominguez Hills 1979 — 1982
Biology, General, earned 194 units
El Camino College 1986 — 1990
Associate of Science (A.S.), Finance/Real Estate Finance
Sydney Marzeotti Sydney Marzeotti's Scudder Investments Experience 1992 - 1998
Job Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors (SSgA) 2002 - Present
Zurich Scudder Investments March 1998 - May 2002
Scudder Investments 1992 - 1998
Scudder Investments June 1986 - March 1992
Education
Boston University School of Law 1994 — 1996
LLM, Taxation
Suffolk University Law School 1982 — 1986
JD, Law
University of Michigan 1977 — 1981
BBA, Finance
State Street Global Advisors (SSgA) 2002 - Present
Zurich Scudder Investments March 1998 - May 2002
Scudder Investments 1992 - 1998
Scudder Investments June 1986 - March 1992
Education
Boston University School of Law 1994 — 1996
LLM, Taxation
Suffolk University Law School 1982 — 1986
JD, Law
University of Michigan 1977 — 1981
BBA, Finance
Christopher Licata Christopher Licata's Scudder Investments Experience April 2001 - May 2005
Job Agency Owner at Beach Coast Insurance & Financial Services
Industry Insurance
Experience
Beach Coast Insurance & Financial Services March 2009 - Present
State Farm April 2005 - May 2009
Scudder Investments April 2001 - May 2005
Jackson National Life July 1999 - July 2001
Travelers Life & Annuity July 1995 - July 1999
Skills
Management, Insurance, Fixed Annuities, Mutual Funds, Sales, Life Insurance, Financial Services, Strategy, Investments, Series 7, Budgets, Training, Strategic Financial..., Banking, Business Development, Series 63, Sales Operations, Retirement Planning, Disability Insurance, Wealth Management, Estate Planning, Financial Advisory, Term Life Insurance, Series 6, Retirement
Education
Business and Finance Canisius College
Master of Business Administration (MBA), Accounting and Finance
Canisius College
BS, Accounting and Finance
Beach Coast Insurance & Financial Services March 2009 - Present
State Farm April 2005 - May 2009
Scudder Investments April 2001 - May 2005
Jackson National Life July 1999 - July 2001
Travelers Life & Annuity July 1995 - July 1999
Skills
Management, Insurance, Fixed Annuities, Mutual Funds, Sales, Life Insurance, Financial Services, Strategy, Investments, Series 7, Budgets, Training, Strategic Financial..., Banking, Business Development, Series 63, Sales Operations, Retirement Planning, Disability Insurance, Wealth Management, Estate Planning, Financial Advisory, Term Life Insurance, Series 6, Retirement
Education
Business and Finance Canisius College
Master of Business Administration (MBA), Accounting and Finance
Canisius College
BS, Accounting and Finance
Scott Pokrywa's Scudder Investments Experience June 1996 - February 1999
Job Senior Director at EnerNOC
Industry Oil & Energy
Experience
EnerNOC November 2013 - Present
EnerNOC January 2011 - November 2013
EnerNOC November 2009 - January 2011
EnerNOC September 2008 - November 2009
EnerNOC May 2006 - September 2008
PowerLytix January 2005 - February 2006
Wood Mackenzie June 2003 - December 2004
NewEnergy March 1999 - March 2003
Scudder Investments June 1996 - February 1999
Skills
Energy, Strategy, Strategic Planning, Energy Management, Management, Cleantech, Analytics, Smart Grid, Analysis, Start-ups, Business Development, Project Management, Mergers, Cross-functional Team..., Solar Energy, Energy Conservation, Sustainable Energy, Energy Policy, Process Improvement, Program Management, Energy Efficiency, Renewable Energy, Energy Markets, Financial Modeling, Sustainability, Contract Negotiation, Energy Audits, Engineering, Salesforce.com, Alternative Energy, Natural Gas, Commodity Markets, Demand Response, Power Generation, Business Strategy, CEM, Consulting, CRM, SaaS, Leadership, Operations Management, Professional Services, Customer Retention, Customer Engagement, Entrepreneurship
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Business Administration (MBA)
Middlebury College 1992 — 1996
BA, History/Economics
EnerNOC November 2013 - Present
EnerNOC January 2011 - November 2013
EnerNOC November 2009 - January 2011
EnerNOC September 2008 - November 2009
EnerNOC May 2006 - September 2008
PowerLytix January 2005 - February 2006
Wood Mackenzie June 2003 - December 2004
NewEnergy March 1999 - March 2003
Scudder Investments June 1996 - February 1999
Skills
Energy, Strategy, Strategic Planning, Energy Management, Management, Cleantech, Analytics, Smart Grid, Analysis, Start-ups, Business Development, Project Management, Mergers, Cross-functional Team..., Solar Energy, Energy Conservation, Sustainable Energy, Energy Policy, Process Improvement, Program Management, Energy Efficiency, Renewable Energy, Energy Markets, Financial Modeling, Sustainability, Contract Negotiation, Energy Audits, Engineering, Salesforce.com, Alternative Energy, Natural Gas, Commodity Markets, Demand Response, Power Generation, Business Strategy, CEM, Consulting, CRM, SaaS, Leadership, Operations Management, Professional Services, Customer Retention, Customer Engagement, Entrepreneurship
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Business Administration (MBA)
Middlebury College 1992 — 1996
BA, History/Economics
Carl Guerin, CFA's Scudder Investments Experience February 1998 - June 2001
Job Vice President, Equity Research Analyst The Boston Company
Industry Investment Management
Experience
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
Tommy Kriengprarthana, CFA's Scudder Investments Experience 1999 - 2002
Job
Industry Financial Services
Experience
SAIL Advisors March 2010 - Present
ING Investment Management March 2003 - February 2010
Deutsche Asset Management July 1999 - December 2002
Scudder Investments 1999 - 2002
Parnassus Investments May 1998 - August 1998
Skills
Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Asset Managment, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Financial Markets, Investment Management, Capital Markets, Investments, Financial Modeling, Asset Allocation, Risk Management, Quantitative Finance, Quantitative Analytics, Due Diligence, Finance, Financial Risk, Structured Products, Hedging, Asset Management, Mutual Funds, Swaps, Loans, Valuation, Emerging Markets, Investment Strategies, Equity Derivatives
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Assumption University 1991 — 1994
BBA
SAIL Advisors March 2010 - Present
ING Investment Management March 2003 - February 2010
Deutsche Asset Management July 1999 - December 2002
Scudder Investments 1999 - 2002
Parnassus Investments May 1998 - August 1998
Skills
Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Asset Managment, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Financial Markets, Investment Management, Capital Markets, Investments, Financial Modeling, Asset Allocation, Risk Management, Quantitative Finance, Quantitative Analytics, Due Diligence, Finance, Financial Risk, Structured Products, Hedging, Asset Management, Mutual Funds, Swaps, Loans, Valuation, Emerging Markets, Investment Strategies, Equity Derivatives
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Assumption University 1991 — 1994
BBA
Wendy Nunez's Scudder Investments Experience 1997 - 2000
Job Chief Compliance Officer and Chief Operating Officer/Partner, Champlain Investment Partners
Industry Investment Management
Experience
Champlain Investment Partners September 2004 - Present
Equity Services, Inc. 2002 - 2004
Scudder Investments 1997 - 2000
Scudder Investments 1990 - 1997
Education
Boston University - School of Management 1987 — 1991
MBA
University of Vermont 1981 — 1985
Champlain Investment Partners September 2004 - Present
Equity Services, Inc. 2002 - 2004
Scudder Investments 1997 - 2000
Scudder Investments 1990 - 1997
Education
Boston University - School of Management 1987 — 1991
MBA
University of Vermont 1981 — 1985
Dorsey Mathews-Harrison's Scudder Investments Experience 1986 - 1995
Job Database Marketing Strategist at Kobie Marketing
Industry Insurance
Experience
Kobie Marketing June 2013 - Present
New York Life Insurance Company 2003 - April 2013
New York Life Insurance Company 2000 - 2003
New York Life Insurance Company 1998 - 2000
Market Solutions, Inc 1995 - 1998
Scudder Investments 1986 - 1995
University Seminar Center 1984 - 1986
Skills
Direct Marketing, Customer Acquisition, Strategic Planning, Direct Mail, Marketing Strategy, Database Marketing, Process Improvement, Vendor Management, Business Strategy, Program Management, Business Analysis, Change Management, Marketing, Marketing Management, Strategy, B2B
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Marketing, Organizational Development
St. Lawrence University
BA, Government, Sociology
Kobie Marketing June 2013 - Present
New York Life Insurance Company 2003 - April 2013
New York Life Insurance Company 2000 - 2003
New York Life Insurance Company 1998 - 2000
Market Solutions, Inc 1995 - 1998
Scudder Investments 1986 - 1995
University Seminar Center 1984 - 1986
Skills
Direct Marketing, Customer Acquisition, Strategic Planning, Direct Mail, Marketing Strategy, Database Marketing, Process Improvement, Vendor Management, Business Strategy, Program Management, Business Analysis, Change Management, Marketing, Marketing Management, Strategy, B2B
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Marketing, Organizational Development
St. Lawrence University
BA, Government, Sociology
Andrew Goldberg's Scudder Investments Experience January 1998 - March 1999
Job Chief Financial Officer Jay Cashman, Inc. & Affiliates
Industry Construction
Experience
Jay Cashman, Inc. & Affilated Companies October 2010 - Present
Patriot Renewables, a Jay Cashman, Inc. Affiliate October 2009 - October 2010
MMA Financial March 1999 - October 2009
Scudder Investments January 1998 - March 1999
Skills
Renewable Energy, Private Equity, Management, Leadership, Finance, Asset Management, Construction, Due Diligence, Energy, Financial Modeling
Education
Bentley University 1994 — 1998
Jay Cashman, Inc. & Affilated Companies October 2010 - Present
Patriot Renewables, a Jay Cashman, Inc. Affiliate October 2009 - October 2010
MMA Financial March 1999 - October 2009
Scudder Investments January 1998 - March 1999
Skills
Renewable Energy, Private Equity, Management, Leadership, Finance, Asset Management, Construction, Due Diligence, Energy, Financial Modeling
Education
Bentley University 1994 — 1998
Alex De La Cruz's Scudder Investments Experience July 1996 - July 2001
Job Systems Engineer at Scripps Health
Industry Information Technology and Services
Experience
Scripps Health October 2013 - Present
Ashland Inc January 2012 - September 2013
Rothschild, Inc. September 2006 - December 2011
JPMorgan Chase December 2001 - March 2006
Scudder Investments July 1996 - July 2001
Skills
Active Directory, Disaster Recovery, Windows Server, Servers, SharePoint, VMware, Troubleshooting, ITIL, Enterprise Architecture, System Administration, Virtualization, Project Management, Windows 7, Microsoft SQL Server, IT Management, SCCM, System Deployment, Data Center, Integration, VMware ESX, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
Scripps Health October 2013 - Present
Ashland Inc January 2012 - September 2013
Rothschild, Inc. September 2006 - December 2011
JPMorgan Chase December 2001 - March 2006
Scudder Investments July 1996 - July 2001
Skills
Active Directory, Disaster Recovery, Windows Server, Servers, SharePoint, VMware, Troubleshooting, ITIL, Enterprise Architecture, System Administration, Virtualization, Project Management, Windows 7, Microsoft SQL Server, IT Management, SCCM, System Deployment, Data Center, Integration, VMware ESX, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
John Van Hout's Scudder Investments Experience 1998 - 2005
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2005 - Present
Deutsche Asset Management 2000 - 2005
Scudder Investments 1998 - 2005
Genisys Consulting 1998 - 2000
Spartan Stores February 1997 - August 1998
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Trading Systems, Software Project..., Sybase, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Enterprise Architecture
Education
Calvin College 1993 — 1997
B.S., Computer Science
JPMorgan Chase April 2005 - Present
Deutsche Asset Management 2000 - 2005
Scudder Investments 1998 - 2005
Genisys Consulting 1998 - 2000
Spartan Stores February 1997 - August 1998
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Trading Systems, Software Project..., Sybase, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Enterprise Architecture
Education
Calvin College 1993 — 1997
B.S., Computer Science
Peter Mattoon's Scudder Investments Experience 1988 - 2002
Job CEO SCS Financial
Industry Investment Management
Experience
SCS Financial 2002 - Present
Scudder Investments 1988 - 2002
Education
Bucknell University 1980 — 1984
SCS Financial 2002 - Present
Scudder Investments 1988 - 2002
Education
Bucknell University 1980 — 1984
Travis Raitt's Scudder Investments Experience 1999 - 2000
Job VP Development at Oldcastle
Industry Building Materials
Experience
Oldcastle Materials, Southeast Division January 2015 - Present
The Home Depot December 2012 - January 2015
The Home Depot December 2011 - December 2012
Macquarie Capital (USA) Inc. October 2005 - October 2011
Giuliani Capital Advisors October 2005 - April 2007
PricewaterhouseCoopers LLP September 2000 - October 2005
National Hockey League 2000 - 2000
Scudder Investments 1999 - 2000
Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1994 — 1999
B.S., Business Administration (Finance & Marketing)
University of Iowa 1998 — 1998
Hialeah-Miami Lakes
Oldcastle Materials, Southeast Division January 2015 - Present
The Home Depot December 2012 - January 2015
The Home Depot December 2011 - December 2012
Macquarie Capital (USA) Inc. October 2005 - October 2011
Giuliani Capital Advisors October 2005 - April 2007
PricewaterhouseCoopers LLP September 2000 - October 2005
National Hockey League 2000 - 2000
Scudder Investments 1999 - 2000
Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1994 — 1999
B.S., Business Administration (Finance & Marketing)
University of Iowa 1998 — 1998
Hialeah-Miami Lakes
Chris Saulnier's Scudder Investments Experience March 1998 - November 2002
Job Vice President Head of Product Management at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2015 - Present
Pioneer Investments September 2008 - April 2015
Pioneer Investments March 2007 - September 2008
Pioneer Investments November 2002 - March 2007
Scudder Investments March 1998 - November 2002
JPMorgan Chase December 1991 - March 1998
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Equities, Portfolio Management, Risk Management, Alternative Investments, Finance, Financial Reporting, Bonds, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Analysis, Financial Markets, Investment Management, Asset Allocation, Valuation, Corporate Finance, 401k, Relationship Management, Wealth Management, Cash Management, Uniform Combined State..., Strategic Financial..., Financial Advisory, Separately Managed..., Retirement Planning, Financial Risk, ETFs, Private Equity, Treasury Management, Financial Planning
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
Providence College 1986 — 1990
MS, Finance
Pioneer Investments May 2015 - Present
Pioneer Investments September 2008 - April 2015
Pioneer Investments March 2007 - September 2008
Pioneer Investments November 2002 - March 2007
Scudder Investments March 1998 - November 2002
JPMorgan Chase December 1991 - March 1998
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Equities, Portfolio Management, Risk Management, Alternative Investments, Finance, Financial Reporting, Bonds, Financial Services, Investment Advisory, Investment Strategies, Asset Management, Financial Analysis, Financial Markets, Investment Management, Asset Allocation, Valuation, Corporate Finance, 401k, Relationship Management, Wealth Management, Cash Management, Uniform Combined State..., Strategic Financial..., Financial Advisory, Separately Managed..., Retirement Planning, Financial Risk, ETFs, Private Equity, Treasury Management, Financial Planning
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
Providence College 1986 — 1990
MS, Finance
Arthur S Miller's Scudder Investments Experience 1988 - 1992
Job Principal EY Transaction Advisory Services
Industry Financial Services
Experience
Ernst & Young November 1994 - Present
Scudder Investments 1988 - 1992
Skills
Business Valuation, Valuation, Financial Modeling, Private Equity, Acquisition Integration, Mergers & Acquisitions, Investments, Financial Reporting, Strategy, Finance, Tax, Corporate Finance, Due Diligence, M&A experience, Restructuring
Education
Boston University - School of Management 1992 — 1994
MBA, Finance
Kenyon College 1983 — 1987
BA Polical Science
Harvard Westlake
Ernst & Young November 1994 - Present
Scudder Investments 1988 - 1992
Skills
Business Valuation, Valuation, Financial Modeling, Private Equity, Acquisition Integration, Mergers & Acquisitions, Investments, Financial Reporting, Strategy, Finance, Tax, Corporate Finance, Due Diligence, M&A experience, Restructuring
Education
Boston University - School of Management 1992 — 1994
MBA, Finance
Kenyon College 1983 — 1987
BA Polical Science
Harvard Westlake
Joshua Peterson, CFP®'s Scudder Investments Experience June 1999 - September 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Scudder Investments June 1999 - September 2003
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Small Business, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Wealth Preservation..., Securities, 401k, Asset Management
Education
Boston University 2007 — 2008
Financial Planning
University of Arizona 1995 — 1999
Bachelor of Arts, Economics
Wells Fargo Advisors September 2004 - Present
Scudder Investments June 1999 - September 2003
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Small Business, Retirement Planning, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Wealth Preservation..., Securities, 401k, Asset Management
Education
Boston University 2007 — 2008
Financial Planning
University of Arizona 1995 — 1999
Bachelor of Arts, Economics
Stephen Parcell's Scudder Investments Experience January 1988 - February 1990
Job naturopathic physician, author
Industry Medical Practice
Experience
NatureMed January 2004 - Present
Stephen W. Parcell, LLC 2004 - Present
Quest Diagnostics 2012 - 2015
Integrative Therapeutics 1999 - 2002
Bastyr University 1997 - 2002
AIBMR 1999 - 2000
AIBMR 1999 - 2000
Yestermorrow Design/Build School 1993 - 1995
Scudder Investments January 1988 - February 1990
State Street Bank 1987 - 1989
Skills
Health, Prevention, Nutrition, Fitness, Holistic Health, Healing, Chronic Illness, Health Promotion, Wellbeing, Wellness Coaching, Obesity, Healthcare, Health Education, Lifestyle, Sports Injuries, Supplements, Weight, Nutritional Counseling, Natural Health, Disease Management, Wellness, Treatment, Pain, Writing, Alternative Medicine, Naturopathy, Functional Medicine, Detoxification, Herbal Medicine, Clinical Nutrition, Homeopathy, Headaches, Allergy, Sports Medicine, Corporate Wellness, Sports Nutrition, Digestive Disorders, Insomnia, Cancer, Herbs, Fibromyalgia, Pain Management, Herbal, Non-invasive Cardiology, Lipidology, Diabetes, Nutrition Education, Pediatrics, Family Medicine, Women's Health
Education
Bastyr University 1997 — 2002
University of Vermont 1995 — 1997
BS, Premedical Degree
New England College 1981 — 1986
BA, Business
NatureMed January 2004 - Present
Stephen W. Parcell, LLC 2004 - Present
Quest Diagnostics 2012 - 2015
Integrative Therapeutics 1999 - 2002
Bastyr University 1997 - 2002
AIBMR 1999 - 2000
AIBMR 1999 - 2000
Yestermorrow Design/Build School 1993 - 1995
Scudder Investments January 1988 - February 1990
State Street Bank 1987 - 1989
Skills
Health, Prevention, Nutrition, Fitness, Holistic Health, Healing, Chronic Illness, Health Promotion, Wellbeing, Wellness Coaching, Obesity, Healthcare, Health Education, Lifestyle, Sports Injuries, Supplements, Weight, Nutritional Counseling, Natural Health, Disease Management, Wellness, Treatment, Pain, Writing, Alternative Medicine, Naturopathy, Functional Medicine, Detoxification, Herbal Medicine, Clinical Nutrition, Homeopathy, Headaches, Allergy, Sports Medicine, Corporate Wellness, Sports Nutrition, Digestive Disorders, Insomnia, Cancer, Herbs, Fibromyalgia, Pain Management, Herbal, Non-invasive Cardiology, Lipidology, Diabetes, Nutrition Education, Pediatrics, Family Medicine, Women's Health
Education
Bastyr University 1997 — 2002
University of Vermont 1995 — 1997
BS, Premedical Degree
New England College 1981 — 1986
BA, Business
Seamus Britt, CFA's Scudder Investments Experience 1999 - 2001
Job Client Portfolio Director, Principal at Mercer Investments
Industry Investment Management
Experience
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Mercer Investments 2012 - Present
The Hartford 2010 - 2012
Legg Mason 2008 - 2010
The Hartford 2005 - 2008
Mercer Investment Consulting 2001 - 2005
Scudder Investments 1999 - 2001
Education
Bowdoin College 1995 — 1999
B.A., Economics, Government
Gilman School 1983 — 1995
Jennifer Kindamo's Scudder Investments Experience 2000 - 2003
Job Market Research Analyst at Fluent Financial Technologies, Inc.
Industry Financial Services
Experience
Fluent Technologies, Inc. 2015 - Present
Independent Consultant - Financial Services 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company 2005 - 2011
Scudder Investments 2000 - 2003
Scudder Investments 1996 - 2000
Skills
Business Relationship..., Series 7, Securities, Series 63, Mutual Funds, Retirement Planning, Investment Management, Wealth Management, Equities, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA (Magna Cum Laude)
College of the Holy Cross 1988 — 1992
Bachelor of Arts (BA), Economics
Boston Latin School 1982 — 1988
Fluent Technologies, Inc. 2015 - Present
Independent Consultant - Financial Services 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company 2005 - 2011
Scudder Investments 2000 - 2003
Scudder Investments 1996 - 2000
Skills
Business Relationship..., Series 7, Securities, Series 63, Mutual Funds, Retirement Planning, Investment Management, Wealth Management, Equities, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA (Magna Cum Laude)
College of the Holy Cross 1988 — 1992
Bachelor of Arts (BA), Economics
Boston Latin School 1982 — 1988
Anson Clough's Scudder Investments Experience 1993 - 2000
Job MD at Appleton Partners
Industry Financial Services
Experience
Appleton Partners August 2000 - Present
Scudder, Stevens & Clark January 1993 - August 2000
Scudder Investments 1993 - 2000
Education
Bates College
RFH
Appleton Partners August 2000 - Present
Scudder, Stevens & Clark January 1993 - August 2000
Scudder Investments 1993 - 2000
Education
Bates College
RFH
Eric M. Bittel's Scudder Investments Experience March 2000 - August 2001
Job Director, Platform Strategy and Architecture at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
Bernie Brockgreiten's Scudder Investments Experience 1992 - 1997
Job Senior Product Manager at Boston Financial
Industry Financial Services
Experience
Boston Financial September 2013 - Present
AccessData a Broadridge Company September 2009 - June 2012
Putnam Investments September 2005 - February 2009
Putnam Investments January 2003 - September 2005
Putnam Investments January 2000 - December 2003
Putnam Investments January 1997 - January 2000
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Risk Management, Strategy, Asset Management, Alternative Investments, Management, Leadership, Relationship Management, Enterprise Software, Executive Management, Accounting, Financial Services, Strategic Planning, Securities, Business Strategy, Series 7, Series 63, Project Planning, Equities, Fixed Income, Investments
Education
Babson College 1973 — 1976
Marketing
Boston Financial September 2013 - Present
AccessData a Broadridge Company September 2009 - June 2012
Putnam Investments September 2005 - February 2009
Putnam Investments January 2003 - September 2005
Putnam Investments January 2000 - December 2003
Putnam Investments January 1997 - January 2000
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Risk Management, Strategy, Asset Management, Alternative Investments, Management, Leadership, Relationship Management, Enterprise Software, Executive Management, Accounting, Financial Services, Strategic Planning, Securities, Business Strategy, Series 7, Series 63, Project Planning, Equities, Fixed Income, Investments
Education
Babson College 1973 — 1976
Marketing
Darrin Wizst's Scudder Investments Experience 1997 - 2000
Job Business Development Professional
Industry Outsourcing/Offshoring
Experience
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Alicia Castillo-Flores's Scudder Investments Experience 2000 - 2006
Job Physician Services Representative at Northwestern Memorial Hopsital
Industry Hospital & Health Care
Experience
Northwestern Memorial Hopsital Physician ServicesNorthwestern Memorial Hospital2006 - Present
Deutsche Asset Management, Scudder Investments April 2000 - March 2006
Scudder Investments 2000 - 2006
Education
Benedictine University 2004 — 2006
Valparaiso University 1995 — 1999
BA, Communications
Northwestern Memorial Hopsital Physician ServicesNorthwestern Memorial Hospital2006 - Present
Deutsche Asset Management, Scudder Investments April 2000 - March 2006
Scudder Investments 2000 - 2006
Education
Benedictine University 2004 — 2006
Valparaiso University 1995 — 1999
BA, Communications
Mary Michel-Conboy's Scudder Investments Experience January 1988 - June 1990
Job Experienced Accounting Professor
Industry Accounting
Experience
Manhattan College September 2008 - Present
Manhattan College 2008 - 2010
Scudder Investments January 1988 - June 1990
Skills
Teaching, Research, Higher Education, Public Speaking, Excel, Data Analysis, Microsoft Excel, SPSS, Statistics, Access, Teamwork, Nonprofits, Student Affairs, Social Media, Analysis, Microsoft Office, PowerPoint, Microsoft Word
Education
Columbia University - Columbia Business School 1990 — 1997
Ph.D., Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1986
MSIA, Accounting & Finance
Manhattan College September 2008 - Present
Manhattan College 2008 - 2010
Scudder Investments January 1988 - June 1990
Skills
Teaching, Research, Higher Education, Public Speaking, Excel, Data Analysis, Microsoft Excel, SPSS, Statistics, Access, Teamwork, Nonprofits, Student Affairs, Social Media, Analysis, Microsoft Office, PowerPoint, Microsoft Word
Education
Columbia University - Columbia Business School 1990 — 1997
Ph.D., Accounting
Carnegie Mellon University - Tepper School of Business 1984 — 1986
MSIA, Accounting & Finance
Teresa Quizon's Scudder Investments Experience 1998 - 1999
Job Segment Strategy Manager at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank August 2015 - Present
BlackRock February 2015 - August 2015
BlackRock 2011 - January 2015
BlackRock 2007 - 2011
Barclays Global Investors 2005 - 2007
Barclays Global Investors 2003 - 2005
Self-Employed 2001 - 2003
Wells Fargo 1999 - 2001
Scudder Investments 1998 - 1999
Scudder Investments 1996 - 1998
Education
Bentley University
BS, Marketing
Silicon Valley Bank August 2015 - Present
BlackRock February 2015 - August 2015
BlackRock 2011 - January 2015
BlackRock 2007 - 2011
Barclays Global Investors 2005 - 2007
Barclays Global Investors 2003 - 2005
Self-Employed 2001 - 2003
Wells Fargo 1999 - 2001
Scudder Investments 1998 - 1999
Scudder Investments 1996 - 1998
Education
Bentley University
BS, Marketing
Marilyn Cufone's Scudder Investments Experience 1987 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2000 - 2003
Trustar / Principal 1998 - 2000
Scudder Investments 1987 - 1997
Skills
Mutual Funds, Series 7, Series 63, Securities, Financial Services, 401k
Education
Boston College 1983 — 1987
JPMorgan Chase 2000 - 2003
Trustar / Principal 1998 - 2000
Scudder Investments 1987 - 1997
Skills
Mutual Funds, Series 7, Series 63, Securities, Financial Services, 401k
Education
Boston College 1983 — 1987
Len Dolan's Scudder Investments Experience 1991 - 2004
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Giovanna Galbiati's Scudder Investments Experience October 1997 - December 2001
Job Senior Vice PresidentOperations Service Delivery
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
Lisa Kircaldie's Scudder Investments Experience 1996 - 1999
Job DirectorADP LLC/Executive Deferred Compensation
Industry Financial Services
Experience
ADP June 2015 - Present
ADP Retirement Services January 2014 - June 2015
ADP - AUTOMATIC DATA PROCESSING August 2010 - January 2014
ADP Retirement Services March 2001 - July 2010
Scudder UAT Team 1999 - 2000
Scudder Investments 1996 - 1999
Scudder Investments 1992 - 1995
Skills
401k, Retirement, Employee Benefits, Benefits Administration, Financial Services, Relationship Management, Series 6, Salesforce.com, Account Management, Process Improvement, Series 7, Pensions, Business Analysis, Call Centers, Management, Leadership, Strategy, Vendor Management, Customer Service, BPO, CRM, Team Leadership, Human Resources
Education
Central Connecticut State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Dean's List
ADP June 2015 - Present
ADP Retirement Services January 2014 - June 2015
ADP - AUTOMATIC DATA PROCESSING August 2010 - January 2014
ADP Retirement Services March 2001 - July 2010
Scudder UAT Team 1999 - 2000
Scudder Investments 1996 - 1999
Scudder Investments 1992 - 1995
Skills
401k, Retirement, Employee Benefits, Benefits Administration, Financial Services, Relationship Management, Series 6, Salesforce.com, Account Management, Process Improvement, Series 7, Pensions, Business Analysis, Call Centers, Management, Leadership, Strategy, Vendor Management, Customer Service, BPO, CRM, Team Leadership, Human Resources
Education
Central Connecticut State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Dean's List
John Geary's Scudder Investments Experience March 2000 - March 2001
Job Director at Treasury Partners
Industry Financial Services
Experience
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Laura R. Van Zandt's Scudder Investments Experience 1994 - 2002
Job Executive Director at REACH Beyond Domestic Violence
Industry Nonprofit Organization Management
Experience
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
Michael J. Capecci, MPA's Scudder Investments Experience June 1998 - October 2001
Job Sr. Client Service Manager Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Ian Baker's Scudder Investments Experience 1988 - 1998
Job Head of Fundamental and Quantitative Research at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Jeff Nelson, CFA's Scudder Investments Experience July 1998 - March 2000
Job Partner, Institutional Investor Relations at Kopernik Global Investors, LLC
Industry Investment Management
Experience
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Matthew Reimer's Scudder Investments Experience 2000 - 2004
Job Owner at Benefit Administration, Inc.
Industry Financial Services
Experience
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Edward Kwofie's Scudder Investments Experience May 1997 - December 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
HSBC Private Bank December 1997 - November 2007
Scudder Investments May 1997 - December 1997
Education
Algonquin College of Applied Arts and Technology 1985 — 1986
HSBC Private Bank December 1997 - November 2007
Scudder Investments May 1997 - December 1997
Education
Algonquin College of Applied Arts and Technology 1985 — 1986
Ryan Keller's Scudder Investments Experience 2001 - 2003
Job Assistant Vice President at AIR Worldwide
Industry Insurance
Experience
AIR Worldwide March 2015 - Present
AIR Worldwide April 2013 - March 2015
AIR Worldwide September 2011 - April 2013
AIR Worldwide April 2011 - September 2011
AIR Worldwide August 2008 - March 2011
Scudder Investments 2001 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Texas State University
AIR Worldwide March 2015 - Present
AIR Worldwide April 2013 - March 2015
AIR Worldwide September 2011 - April 2013
AIR Worldwide April 2011 - September 2011
AIR Worldwide August 2008 - March 2011
Scudder Investments 2001 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Texas State University
Jim Mulligan's Scudder Investments Experience 1999 - 2000
Job Vice President Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities April 2008 - Present
Realty Capital Securities 2008 - 2010
Meridian Capital Group August 2007 - April 2008
Meridian Investments 2007 - 2008
Boston Capital December 2001 - June 2007
Scudder Investments 1999 - 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Asset Allocation, Wealth Management, Financial Services, Portfolio Management, Retirement Planning
Education
Emmanuel College 2004 — 2007
Bachelor of Science, Business Management
Bridgewater State University 1998 — 2000
Rockland High School 1993 — 1998
Bentley College
Realty Capital Securities April 2008 - Present
Realty Capital Securities 2008 - 2010
Meridian Capital Group August 2007 - April 2008
Meridian Investments 2007 - 2008
Boston Capital December 2001 - June 2007
Scudder Investments 1999 - 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Asset Allocation, Wealth Management, Financial Services, Portfolio Management, Retirement Planning
Education
Emmanuel College 2004 — 2007
Bachelor of Science, Business Management
Bridgewater State University 1998 — 2000
Rockland High School 1993 — 1998
Bentley College
Barb Shegog's Scudder Investments Experience July 1994 - November 1997
Job portfolio manager at ssga
Industry Investment Management
Experience
State Street Global Advisors November 1997 - Present
Scudder Investments July 1994 - November 1997
Education
Boston University Questrom School of Business 1994 — 1997
MBA, Busines
Lafayette College 1984 — 1988
State Street Global Advisors November 1997 - Present
Scudder Investments July 1994 - November 1997
Education
Boston University Questrom School of Business 1994 — 1997
MBA, Busines
Lafayette College 1984 — 1988
Said Naili's Scudder Investments Experience 1992 - 2000
Job Applications Development Manager at Citistreet
Industry Financial Services
Experience
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Jason Collier's Scudder Investments Experience December 2001 - January 2004
Job Director – Enterprise Program Office
Industry Financial Services
Experience
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
James Ricci's Scudder Investments Experience April 1995 - September 2000
Job Composer
Industry Music
Experience
Berklee College of Music January 2012 - December 2013
Whole Foods Market August 2011 - October 2013
Sentri July 2010 - May 2011
Technical Institute September 2000 - December 2010
Scudder Investments April 1995 - September 2000
BayBank October 1994 - March 1995
SunGard Data Systems May 1994 - September 1994
Cambridge Energy Research Associates July 1989 - February 1994
New England Automated Clearing House (NEACH) June 1986 - July 1989
Skills
Teaching, Project Management, Windows, Program Management, E-Learning, Technical Writing, Higher Education, Networking, SharePoint, Strategic Planning, Microsoft Office, Public Speaking, Social Media, Security, Troubleshooting, Leadership, Training, Analysis, Leadership Development, Windows 7, Team Building, Social Networking, Software Documentation, IT Management, System Administration, Music, Editing, Hardware, Microsoft Word, Composition, Management, Noodling, Budgets, Information Technology, Servers
Education
Brandeis University 1980 — 1986
M.F.A., Music Composition and Theory
New England Conservatory of Music 1978 — 1980
M.M., Music Composition
Berklee College of Music 1973 — 1976
B.M., Music Composition
Berklee College of Music January 2012 - December 2013
Whole Foods Market August 2011 - October 2013
Sentri July 2010 - May 2011
Technical Institute September 2000 - December 2010
Scudder Investments April 1995 - September 2000
BayBank October 1994 - March 1995
SunGard Data Systems May 1994 - September 1994
Cambridge Energy Research Associates July 1989 - February 1994
New England Automated Clearing House (NEACH) June 1986 - July 1989
Skills
Teaching, Project Management, Windows, Program Management, E-Learning, Technical Writing, Higher Education, Networking, SharePoint, Strategic Planning, Microsoft Office, Public Speaking, Social Media, Security, Troubleshooting, Leadership, Training, Analysis, Leadership Development, Windows 7, Team Building, Social Networking, Software Documentation, IT Management, System Administration, Music, Editing, Hardware, Microsoft Word, Composition, Management, Noodling, Budgets, Information Technology, Servers
Education
Brandeis University 1980 — 1986
M.F.A., Music Composition and Theory
New England Conservatory of Music 1978 — 1980
M.M., Music Composition
Berklee College of Music 1973 — 1976
B.M., Music Composition
Richard Hendl, CFA, CFP's Scudder Investments Experience 1993 - 2002
Job ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
Harriet Haake Hall's Scudder Investments Experience 1989 - 1994
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Mike Plausky's Scudder Investments Experience 2000 - 2006
Job Product Development / Product Management / Business Analyst
Industry Computer Software
Experience
SunGard Financial Systems March 2012 - Present
Advent Software March 2006 - February 2012
Scudder Investments 2000 - 2006
Skills
Hedge Funds, Mutual Funds, Business Analysis, Product Development, Alternative Investments, Requirements Analysis, Trading Systems
Education
Bentley College
BS, Finance
SunGard Financial Systems March 2012 - Present
Advent Software March 2006 - February 2012
Scudder Investments 2000 - 2006
Skills
Hedge Funds, Mutual Funds, Business Analysis, Product Development, Alternative Investments, Requirements Analysis, Trading Systems
Education
Bentley College
BS, Finance
Steve O'Connell's Scudder Investments Experience 1996 - 2000
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Fidelity Investments 2015 - Present
State Street 2011 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2000 - 2003
Scudder Investments 1996 - 2000
BayBank 1995 - 1996
Skills
Process Improvement, Risk Management, Business Planning, Trading, Team Leadership, Investments, Financial Analysis, Coaching, Series 63, Securities, Project Management, Mutual Funds, Insurance, Fixed Income, Strategy, Strategic Planning, Series 7, CRM, Management, Financial Services, Relationship Management
Education
Bryant University 1986 — 1990
Bachelor of Science, Finance
Debbie Hilden's Scudder Investments Experience January 1992 - December 1996
Job Human Resource Manager at Advanced Billing Services, Inc.
Industry Human Resources
Experience
Advanced Billing Services, Inc. February 2011 - Present
Education Opportunity Center of Westchester Community College 2009 - 2011
Scudder Kemper Investments January 1997 - February 1998
Scudder Investments January 1992 - December 1996
Scudder Investments July 1989 - January 1992
Kaye Scholer LLP January 1987 - July 1989
Mitsui & Co., Ltd. January 1984 - January 1987
Skills
Employee Relations, Deferred Compensation, Training, Recruiting, PeopleSoft, Payroll, New Hire Orientations, Succession Planning, HR Policies, Applicant Tracking..., Management, Temporary Placement, FMLA, Workforce Planning, Screening Resumes, HR Consulting, Employee Training, Benefits Negotiation, Technical Recruiting, College Recruiting, Time Management, Career Development, Hiring, Leadership, Resume Writing, Interviews, Sourcing, Personnel Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
MS, Industrial/Organization Psychology
University at Albany, SUNY 1979 — 1983
BA, Psychology, Business
Advanced Billing Services, Inc. February 2011 - Present
Education Opportunity Center of Westchester Community College 2009 - 2011
Scudder Kemper Investments January 1997 - February 1998
Scudder Investments January 1992 - December 1996
Scudder Investments July 1989 - January 1992
Kaye Scholer LLP January 1987 - July 1989
Mitsui & Co., Ltd. January 1984 - January 1987
Skills
Employee Relations, Deferred Compensation, Training, Recruiting, PeopleSoft, Payroll, New Hire Orientations, Succession Planning, HR Policies, Applicant Tracking..., Management, Temporary Placement, FMLA, Workforce Planning, Screening Resumes, HR Consulting, Employee Training, Benefits Negotiation, Technical Recruiting, College Recruiting, Time Management, Career Development, Hiring, Leadership, Resume Writing, Interviews, Sourcing, Personnel Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
MS, Industrial/Organization Psychology
University at Albany, SUNY 1979 — 1983
BA, Psychology, Business
Sean Waters, CFA, AIF's Scudder Investments Experience 1996 - 1999
Job CoFounder, Cook Street Consulting, Inc.
Industry Investment Management
Experience
Cook Street Consulting, Inc. August 1999 - Present
Scudder Investments 1996 - 1999
Credit Lyonnais 1992 - 1996
Education
Bucknell University
University of Colorado at Boulder
BA
Cook Street Consulting, Inc. August 1999 - Present
Scudder Investments 1996 - 1999
Credit Lyonnais 1992 - 1996
Education
Bucknell University
University of Colorado at Boulder
BA
Melissa Burgio's Scudder Investments Experience November 1997 - September 1999
Job Associate at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix February 2013 - Present
Tastefully Simple September 2005 - Present
Verizon September 1999 - Present
Birthday Wishes 2007 - 2009
Scudder Investments November 1997 - September 1999
Skills
Training, Team Building, Customer Service, Event Planning, Social Networking, Recruiting, Leadership, Microsoft Office, Sales, Public Speaking, Employee Relations, Coaching, Microsoft Excel, Strategic Planning, Account Management, Outlook, PowerPoint, Management, Marketing, Event Management, Microsoft Word, Sales Management, Process Improvement, Human Resources, Employee Benefits, Talent Management, Social Media
Education
Bridgewater State University 1992 — 1997
BS, Psychology
Isagenix February 2013 - Present
Tastefully Simple September 2005 - Present
Verizon September 1999 - Present
Birthday Wishes 2007 - 2009
Scudder Investments November 1997 - September 1999
Skills
Training, Team Building, Customer Service, Event Planning, Social Networking, Recruiting, Leadership, Microsoft Office, Sales, Public Speaking, Employee Relations, Coaching, Microsoft Excel, Strategic Planning, Account Management, Outlook, PowerPoint, Management, Marketing, Event Management, Microsoft Word, Sales Management, Process Improvement, Human Resources, Employee Benefits, Talent Management, Social Media
Education
Bridgewater State University 1992 — 1997
BS, Psychology
Gary P Johnson's Scudder Investments Experience 1987 - 1998
Job Financial risk management specialist
Industry Financial Services
Experience
Scudder, Stevens & Clark 1987 - 1998
Scudder Investments 1987 - 1998
Education
Brown University 1999 — 2001
MS, Applied mathematics
University of Rochester - Simon Business School 1981 — 1983
MBA, Finance, Applied Economics, Corporate Finance
Colgate University 1967 — 1971
BA, American Studies
Scudder, Stevens & Clark 1987 - 1998
Scudder Investments 1987 - 1998
Education
Brown University 1999 — 2001
MS, Applied mathematics
University of Rochester - Simon Business School 1981 — 1983
MBA, Finance, Applied Economics, Corporate Finance
Colgate University 1967 — 1971
BA, American Studies
Michael Volo's Scudder Investments Experience 1999 - 2005
Job Senior Partner at Cammack Retirement Group
Industry Financial Services
Experience
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Matthew Pietrusewicz's Scudder Investments Experience January 2001 - August 2003
Job Director, Marketing Analytics at The Hartford
Industry Insurance
Experience
The Hartford February 2013 - Present
The Hartford September 2010 - January 2013
The Hartford March 2007 - September 2010
Digitas August 2003 - March 2007
Scudder Investments January 2001 - August 2003
Harvard Clinical Research Institute January 1999 - March 2001
Boston University School of Public Health February 2000 - January 2001
Education
Boston University
University of New Hampshire
The Hartford February 2013 - Present
The Hartford September 2010 - January 2013
The Hartford March 2007 - September 2010
Digitas August 2003 - March 2007
Scudder Investments January 2001 - August 2003
Harvard Clinical Research Institute January 1999 - March 2001
Boston University School of Public Health February 2000 - January 2001
Education
Boston University
University of New Hampshire
Natalia Oliveira Doron's Scudder Investments Experience 1998 - 1999
Job IT Professional
Industry Information Technology and Services
Experience
Fidelity Investments 1999 - 2007
Scudder Investments 1998 - 1999
Keyport Life Ins. - Sunlife Financial 1996 - 1999
Arbella Insurance Group June 1993 - 1996
Skills
Software Project..., Business Analysis, SQL, Software Development, Oracle, Databases, IT Strategy, Management, Data Center, Project Management, Project Planning, Enterprise Architecture, Data Warehousing, Requirements Analysis, Vendor Management, Scrum, SDLC
Education
Boston University 2006 — 2006
Certification in Applied Project Management
University of Massachusetts Dartmouth 1989 — 1993
Bachelors, Information Systems
Fidelity Investments 1999 - 2007
Scudder Investments 1998 - 1999
Keyport Life Ins. - Sunlife Financial 1996 - 1999
Arbella Insurance Group June 1993 - 1996
Skills
Software Project..., Business Analysis, SQL, Software Development, Oracle, Databases, IT Strategy, Management, Data Center, Project Management, Project Planning, Enterprise Architecture, Data Warehousing, Requirements Analysis, Vendor Management, Scrum, SDLC
Education
Boston University 2006 — 2006
Certification in Applied Project Management
University of Massachusetts Dartmouth 1989 — 1993
Bachelors, Information Systems
Jon Dufresne's Scudder Investments Experience August 2000 - April 2001
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Scudder Investments/ADP, Inc. May 2001 - June 2004
Scudder Investments August 2000 - April 2001
Skills
ERISA, Tax-exempt, 401k, 403 b, 457 Plans, Retirement Benefits, IRAs, Benefits Design, Retirement, Securities, Vendor Management, Risk Management, Financial Services, Wealth Management, Asset Allocation, Retirement Planning
Education
Suffolk University Law School 2000 — 2004
Juris Doctor
Bowdoin College 1991 — 1995
Bachelor of Arts, Government and Legal Studies
Fidelity Investments November 2005 - Present
Scudder Investments/ADP, Inc. May 2001 - June 2004
Scudder Investments August 2000 - April 2001
Skills
ERISA, Tax-exempt, 401k, 403 b, 457 Plans, Retirement Benefits, IRAs, Benefits Design, Retirement, Securities, Vendor Management, Risk Management, Financial Services, Wealth Management, Asset Allocation, Retirement Planning
Education
Suffolk University Law School 2000 — 2004
Juris Doctor
Bowdoin College 1991 — 1995
Bachelor of Arts, Government and Legal Studies
Fred Bedoya, CPA's Scudder Investments Experience December 1997 - July 1999
Job Vice President, Fund Treasurer at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management March 2012 - Present
ING U.S. August 2005 - March 2012
ING U.S. February 2003 - August 2005
ING U.S. January 2001 - January 2003
ING U.S. January 2000 - January 2001
ING U.S. August 1999 - January 2000
Putnam Investments January 1999 - July 1999
Scudder Investments December 1997 - July 1999
Scudder Investments January 1997 - November 1997
Scudder Investments January 1996 - December 1996
Education
Arizona State University 2005 — 2007
Post Baccalaureate Certificate, Accountancy
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration, 2004
Bryant University 1991 — 1995
Bachelor of Science, Business Administration; Finance and Management
Voya Investment Management March 2012 - Present
ING U.S. August 2005 - March 2012
ING U.S. February 2003 - August 2005
ING U.S. January 2001 - January 2003
ING U.S. January 2000 - January 2001
ING U.S. August 1999 - January 2000
Putnam Investments January 1999 - July 1999
Scudder Investments December 1997 - July 1999
Scudder Investments January 1997 - November 1997
Scudder Investments January 1996 - December 1996
Education
Arizona State University 2005 — 2007
Post Baccalaureate Certificate, Accountancy
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration, 2004
Bryant University 1991 — 1995
Bachelor of Science, Business Administration; Finance and Management
Dennis Reichenberg's Scudder Investments Experience 1998 - 2000
Job Sr. Manager, Trading and Trade Support
Industry Investment Management
Experience
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Charles Schwab Investment Advisory 2012 - Present
Charles Schwab Investment Advisory 2007 - 2012
Charles Schwab 2006 - 2007
TD Ameritrade 2003 - 2005
Nicholas Applegate 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Separately Managed..., Managed Accounts, ETFs, Investments, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Equity Trading, Alternative Investments, Asset Allocation, FINRA, Investment Strategies, Securities, Portfolio Management, Hedge Funds, Institutional..., RIA, Trade Compliance, Wrap Accounts, Emerging Markets, International..., Trade Fund Management, Bloomberg, Thompson One, Managing Accounts, Investment Management, Trading, SMA, Trade Operations, Rebalancing, Unified Managed Accounts, BlackRock Aladdin, Charles River IMS, Security APL, Order Routing, Dark Pools, Best Execution, Program Trading, Automated Trading, Asset Management, Equities, Options, Series 65, Equity Research, Risk Management
Education
Boston University 1994 — 1998
Bachelor's degree, International Relations
Northfield Mount Hermon
Kathleen Catts's Scudder Investments Experience 1997 - 2005
Job VP Risk and Goverance Manager at Bank of America
Industry Investment Management
Experience
Bank of America January 2014 - Present
Bank of America October 2007 - Present
Deutsche Asset Management April 1997 - October 2005
Scudder Investments 1997 - 2005
Skills
FINRA, Mutual Funds, Due Diligence, Alternative Investments, Securities, Series 7, AML, Series 24, Series 63, Financial Services, Hedge Funds, Risk Management, Equities, Asset Management, Investments, Fixed Income, Policy, Securities Regulation, Portfolio Management, Marketing, Operational Risk..., Operational Risk, Investment Advisory, Capital Markets, Financial Regulation
Education
Boston University 1992 — 1996
MS- Administrative Studies, Multinational Commerce
Simmons College 1982 — 1986
Bachelor, Finance
Bank of America January 2014 - Present
Bank of America October 2007 - Present
Deutsche Asset Management April 1997 - October 2005
Scudder Investments 1997 - 2005
Skills
FINRA, Mutual Funds, Due Diligence, Alternative Investments, Securities, Series 7, AML, Series 24, Series 63, Financial Services, Hedge Funds, Risk Management, Equities, Asset Management, Investments, Fixed Income, Policy, Securities Regulation, Portfolio Management, Marketing, Operational Risk..., Operational Risk, Investment Advisory, Capital Markets, Financial Regulation
Education
Boston University 1992 — 1996
MS- Administrative Studies, Multinational Commerce
Simmons College 1982 — 1986
Bachelor, Finance
Fred Gaskin's Scudder Investments Experience 1996 - 2004
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
Mary Lomasney's Scudder Investments Experience 1994 - 1996
Job Asset Managment Sector Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
Lola Brusser's Scudder Investments Experience 1998 - 1998
Job Sr.SQA Engineer at ACI Worldwide
Industry Information Technology and Services
Experience
ACI Worldwide September 2006 - Present
P&H Solutions October 1999 - September 2006
Scudder Investments 1998 - 1998
Centurion Software Associates Inc. September 1995 - December 1997
Skills
Agile Methodologies, Testing, Software Development, Software Quality..., SQL, Integration, Business Analysis, Test Planning, Software Design, Enterprise Software, Troubleshooting, SOA, Quality Assurance, Test Cases, Software Project..., XML, Unix
Education
Globe Institute of Technology 1996 — 1997
Various courses in Data Processing
Centurion Software Associates 1995 — 1996
Advanced courses in Computer Technology
Saint Petersburg University of Telecommunications
BS/MS, Electrical engineering
ACI Worldwide September 2006 - Present
P&H Solutions October 1999 - September 2006
Scudder Investments 1998 - 1998
Centurion Software Associates Inc. September 1995 - December 1997
Skills
Agile Methodologies, Testing, Software Development, Software Quality..., SQL, Integration, Business Analysis, Test Planning, Software Design, Enterprise Software, Troubleshooting, SOA, Quality Assurance, Test Cases, Software Project..., XML, Unix
Education
Globe Institute of Technology 1996 — 1997
Various courses in Data Processing
Centurion Software Associates 1995 — 1996
Advanced courses in Computer Technology
Saint Petersburg University of Telecommunications
BS/MS, Electrical engineering
Bryan Demps's Scudder Investments Experience October 1992 - May 1994
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
Wynne Cavanna's Scudder Investments Experience 1993 - 1996
Job Financial Services Marketing/Communications Professional
Industry Writing and Editing
Experience
Pioneer Investments 1999 - 2008
New England Funds 1996 - 1999
Scudder Investments 1993 - 1996
The Boston Company 1992 - 1993
Keystone Group, Inc. 1984 - 1992
Skills
Negotiation
Education
Penn State University 1981 — 1983
Allegheny College 1979 — 1981
Pioneer Investments 1999 - 2008
New England Funds 1996 - 1999
Scudder Investments 1993 - 1996
The Boston Company 1992 - 1993
Keystone Group, Inc. 1984 - 1992
Skills
Negotiation
Education
Penn State University 1981 — 1983
Allegheny College 1979 — 1981
Barbara Nassar's Scudder Investments Experience March 1992 - April 2001
Job Financial Services Professional
Industry Financial Services
Experience
Scudder Investments March 1992 - April 2001
Education
Sacred Heart High School 1970 — 1974
Bentley University
401(k) Retirement
Franklin Pierce University
Business
Scudder Investments March 1992 - April 2001
Education
Sacred Heart High School 1970 — 1974
Bentley University
401(k) Retirement
Franklin Pierce University
Business
Mitchell Rind's Scudder Investments Experience 1999 - 2001
Job Senior Vice President at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
Bob Guerin's Scudder Investments Experience 1990 - 2002
Job SVP, Chief Compliance Officer Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
Camay Pascucci's Scudder Investments Experience July 1998 - August 1999
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC February 2014 - Present
Charles Schwab September 1999 - September 2008
Scudder Investments July 1998 - August 1999
Fidelity Investments August 1997 - September 1998
Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
AmplifyRIA, LLC February 2014 - Present
Charles Schwab September 1999 - September 2008
Scudder Investments July 1998 - August 1999
Fidelity Investments August 1997 - September 1998
Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Beth Baldwin's Scudder Investments Experience September 1995 - July 1997
Job Manager Financial Reporting at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust September 2006 - Present
RR Donnelley 2006 - 2006
Deutsche Bank 2006 - 2006
John Hancock through KNF&T 2006 - 2006
DDJ Capital Management April 1998 - 2005
Putnam Investments July 1997 - April 1998
Scudder Investments September 1995 - July 1997
Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Finance, Management, Bloomberg, Financial Services, Investments, Mutual Funds, Securities
Education
Bridgewater State University 1993 — 1997
B.S., Finance
State Street Bank & Trust September 2006 - Present
RR Donnelley 2006 - 2006
Deutsche Bank 2006 - 2006
John Hancock through KNF&T 2006 - 2006
DDJ Capital Management April 1998 - 2005
Putnam Investments July 1997 - April 1998
Scudder Investments September 1995 - July 1997
Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Finance, Management, Bloomberg, Financial Services, Investments, Mutual Funds, Securities
Education
Bridgewater State University 1993 — 1997
B.S., Finance
Aaron Silva's Scudder Investments Experience November 1997 - December 1999
Job Telecom Research Analyst @ NEF
Industry Telecommunications
Experience
NEF December 2014 - Present
Verizon Enterprise Solutions January 2013 - July 2014
Verizon Communications 2008 - 2013
Verizon January 2007 - July 2008
Verizon January 2000 - December 2006
Scudder Investments November 1997 - December 1999
Skills
Business Analysis, Telecommunications, SDLC, Requirements Analysis, Requirements Gathering, Microsoft Office, Enterprise Software, Project Management, Troubleshooting, Process Improvement, Microsoft Excel, Customer Service, Managed Services, Analysis, SQL, Visio, Testing, Requirements Management, Report Writing, New Business Development, Product Requirements, Salesforce.com, Cloud Computing, Networking, Data Center, Data Warehousing, LAN-WAN, Fiber Optic Technology, Dark Fiber
Education
Clark University 2001 — 2002
Master Certificate, E Commerce Development
NEF December 2014 - Present
Verizon Enterprise Solutions January 2013 - July 2014
Verizon Communications 2008 - 2013
Verizon January 2007 - July 2008
Verizon January 2000 - December 2006
Scudder Investments November 1997 - December 1999
Skills
Business Analysis, Telecommunications, SDLC, Requirements Analysis, Requirements Gathering, Microsoft Office, Enterprise Software, Project Management, Troubleshooting, Process Improvement, Microsoft Excel, Customer Service, Managed Services, Analysis, SQL, Visio, Testing, Requirements Management, Report Writing, New Business Development, Product Requirements, Salesforce.com, Cloud Computing, Networking, Data Center, Data Warehousing, LAN-WAN, Fiber Optic Technology, Dark Fiber
Education
Clark University 2001 — 2002
Master Certificate, E Commerce Development
Douglas Youngman's Scudder Investments Experience February 1997 - August 1998
Job Partner at McDermott Will and Emery
Industry Law Practice
Experience
McDermott Will and Emery AssociateClifford Chance US LLPSeptember 1998 - May 2004
Scudder Investments February 1997 - August 1998
Standish Mellon Asset Management 1995 - 1997
Skills
Corporate Law
Education
Boston University School of Law 1993 — 1996
JD
Tufts University 1989 — 1993
BA
McDermott Will and Emery AssociateClifford Chance US LLPSeptember 1998 - May 2004
Scudder Investments February 1997 - August 1998
Standish Mellon Asset Management 1995 - 1997
Skills
Corporate Law
Education
Boston University School of Law 1993 — 1996
JD
Tufts University 1989 — 1993
BA
Joan Miesen's Scudder Investments Experience 1985 - 1995
Job Staff Assistant at The University of Vermont Medical Center
Industry Hospital & Health Care
Experience
Fletcher Allen Health Care Vice President-OperationsBoston Financial Data Services2000 - 2004
Scudder Investments 1985 - 1995
Scudder Investments 1985 - 1995
Skills
Learning Management..., Training, PeopleSoft, Process Improvement, Onboarding, Vendor Management
Education
Bentley University 1975 — 1979
Bachelor's Degree, Business Communications
Fletcher Allen Health Care Vice President-OperationsBoston Financial Data Services2000 - 2004
Scudder Investments 1985 - 1995
Scudder Investments 1985 - 1995
Skills
Learning Management..., Training, PeopleSoft, Process Improvement, Onboarding, Vendor Management
Education
Bentley University 1975 — 1979
Bachelor's Degree, Business Communications
Mary Ellen Gearin's Scudder Investments Experience April 1992 - August 1993
Job Director of Finance & Operations, Corporate Relations at MIT
Industry Higher Education
Experience
MIT December 2013 - Present
MIT December 2010 - November 2013
MIT September 2004 - June 2011
MIT October 1996 - September 2004
The Community Builders, Inc. June 1995 - November 1995
Town of Wellesley, MA May 1994 - August 1994
Scudder Investments April 1992 - August 1993
Scudder Investments August 1990 - April 1992
Scudder Investments February 1988 - August 1990
Scudder Investments July 1985 - February 1988
Skills
Process Improvement, Business Analysis, Project Management, Nonprofits, Budgets, Management, Research
Education
Boston University Questrom School of Business
MBA
Boston University Questrom School of Business
Certificate
Mount Holyoke College
B.A.
MIT December 2013 - Present
MIT December 2010 - November 2013
MIT September 2004 - June 2011
MIT October 1996 - September 2004
The Community Builders, Inc. June 1995 - November 1995
Town of Wellesley, MA May 1994 - August 1994
Scudder Investments April 1992 - August 1993
Scudder Investments August 1990 - April 1992
Scudder Investments February 1988 - August 1990
Scudder Investments July 1985 - February 1988
Skills
Process Improvement, Business Analysis, Project Management, Nonprofits, Budgets, Management, Research
Education
Boston University Questrom School of Business
MBA
Boston University Questrom School of Business
Certificate
Mount Holyoke College
B.A.
John Urbaszewski's Scudder Investments Experience October 2001 - April 2003
Job ACT/SAT Tutor at Huntington Learning Center
Industry Education Management
Experience
Huntington Learning Center May 2005 - Present
Huntington Learning Center May 2005 - Present
Huntington Learning Center May 2005 - Present
Chicago Public Schools December 2004 - May 2005
The LaSalle Network May 2003 - September 2003
Scudder Investments October 2001 - April 2003
Democratic Congressional Campaign Committee January 2001 - June 2001
Education
American University 1998 — 2001
BA, Communications, Law, Economics, and Gov't
American University
Bachelor of Arts, Communications, Law, Economics, Government
Gage Park High School
Huntington Learning Center May 2005 - Present
Huntington Learning Center May 2005 - Present
Huntington Learning Center May 2005 - Present
Chicago Public Schools December 2004 - May 2005
The LaSalle Network May 2003 - September 2003
Scudder Investments October 2001 - April 2003
Democratic Congressional Campaign Committee January 2001 - June 2001
Education
American University 1998 — 2001
BA, Communications, Law, Economics, and Gov't
American University
Bachelor of Arts, Communications, Law, Economics, Government
Gage Park High School
Joe Lisacki's Scudder Investments Experience September 2000 - June 2004
Job ERISA Consultant at ADP, Inc.
Industry Financial Services
Experience
ADP, Inc. June 2004 - Present
Scudder Investments September 2000 - June 2004
Scudder Stevens & Clark 1997 - 2000
Skills
Salesforce.com, Employee Benefits, Employee Relations, Customer Service, Project Management, Talent Management, 401k, Benefits Administration, Series 6, Recruiting, Human Resources, Deferred Compensation, Applicant Tracking..., Defined Benefit, ADP Payroll, PEO
Education
Boston College 1993 — 1997
Bachelor’s Degree, Communications
Woburn Memorial High School 1989 — 1993
High School
ADP, Inc. June 2004 - Present
Scudder Investments September 2000 - June 2004
Scudder Stevens & Clark 1997 - 2000
Skills
Salesforce.com, Employee Benefits, Employee Relations, Customer Service, Project Management, Talent Management, 401k, Benefits Administration, Series 6, Recruiting, Human Resources, Deferred Compensation, Applicant Tracking..., Defined Benefit, ADP Payroll, PEO
Education
Boston College 1993 — 1997
Bachelor’s Degree, Communications
Woburn Memorial High School 1989 — 1993
High School
Charlotte Mooney's Scudder Investments Experience January 1990 - January 1994
Job SVP, Private Wealth Management Marketing at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French
Jeffrey Brooker's Scudder Investments Experience September 2000 - April 2002
Job Client Services/Finance
Industry Financial Services
Experience
self employed 2002 - Present
Triton Technologies December 2005 - March 2007
Staples December 2003 - December 2005
Scudder Investments September 2000 - April 2002
Blue Cross Blue Shield of Massachusetts December 1999 - September 2000
American Express Financial Advisors November 1995 - December 1999
Education
Bridgewater State University 1994 — 1997
Bachelor of Science, Financial Management
self employed 2002 - Present
Triton Technologies December 2005 - March 2007
Staples December 2003 - December 2005
Scudder Investments September 2000 - April 2002
Blue Cross Blue Shield of Massachusetts December 1999 - September 2000
American Express Financial Advisors November 1995 - December 1999
Education
Bridgewater State University 1994 — 1997
Bachelor of Science, Financial Management
Sharon Osuna's Scudder Investments Experience November 1997 - October 1998
Job Business Analyst
Industry Investment Management
Experience
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Lorraine O'Shaughnessy's Scudder Investments Experience September 1984 - August 1986
Job
Industry Hospital & Health Care
Experience
Spaulding Rehabilitation Hospital June 1997 - Present
Barbara Jackson, M.D. September 1977 - September 1988
Scudder Investments September 1984 - August 1986
Education
Henry Hudson Regional High School 1969 — 1973
High School College Prep
Brookdale Community College
attended one year, Secretarial Science
Spaulding Rehabilitation Hospital June 1997 - Present
Barbara Jackson, M.D. September 1977 - September 1988
Scudder Investments September 1984 - August 1986
Education
Henry Hudson Regional High School 1969 — 1973
High School College Prep
Brookdale Community College
attended one year, Secretarial Science
Jeff Weiner's Scudder Investments Experience January 1993 - April 1999
Job Senior Vice President Head of Product Management Santander Securities
Industry Financial Services
Experience
Santander Bank, N.A. Santander Securities March 2013 - Present
Citizens Financial Group January 2009 - March 2013
Citizens Financial Group April 1999 - January 2009
Scudder Investments January 1993 - April 1999
Skills
Product Development, Sales, Call Centers, Training, Banking, Coaching, Mutual Funds, Financial Services, Investments, Portfolio Management, Securities, Insurance, Relationship Management, Series 63, Series 7, Wealth Management
Education
Brandeis University 1988 — 1992
Bachelor of Arts, Economics and Legal Studies
Santander Bank, N.A. Santander Securities March 2013 - Present
Citizens Financial Group January 2009 - March 2013
Citizens Financial Group April 1999 - January 2009
Scudder Investments January 1993 - April 1999
Skills
Product Development, Sales, Call Centers, Training, Banking, Coaching, Mutual Funds, Financial Services, Investments, Portfolio Management, Securities, Insurance, Relationship Management, Series 63, Series 7, Wealth Management
Education
Brandeis University 1988 — 1992
Bachelor of Arts, Economics and Legal Studies
Kim McCullom's Scudder Investments Experience July 1995 - August 1997
Job Finance & Technology Officer at Custom Benefits Group
Industry Insurance
Experience
Custom Benefits Group August 2002 - Present
Zurich Scudder Investments September 1997 - July 2002
Scudder Investments July 1995 - August 1997
Education
Boston College 1987 — 1991
Bachelor of Science, Finance
Custom Benefits Group August 2002 - Present
Zurich Scudder Investments September 1997 - July 2002
Scudder Investments July 1995 - August 1997
Education
Boston College 1987 — 1991
Bachelor of Science, Finance
Jeff Barnett's Scudder Investments Experience 1996 - 1997
Job Managing Director Technology at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2005 - May 2013
Goldman Sachs March 1999 - February 2005
Bankers Trust 1997 - February 1999
Scudder Investments 1996 - 1997
Dreyfus 1993 - 1996
ACB 1990 - 1993
Burgoyne Market Research 1983 - 1990
Cincinnati Bell 1979 - 1983
Skills
Equities, Capital Markets, Hedge Funds, Technology Management, Trading Systems, Electronic Trading, Asset Management, Business Continuity..., Risk Management, SDLC, Vendor Management, Securities, Software Project..., Mutual Funds, Market Data, Wealth Management, Trading, Fixed Income, Wealth Management..., Private Wealth..., Strategic Planning, Business Analysis, Information Risk..., Compliance, Agile Methodologies, Change Management, Software Engineering, Derivatives, Private Equity, Portfolio Management, Digital Strategy, Investment Banking, Middle Office, Alternative Investments, Options, Emerging Markets, Program Management, Project Management, IT Infrastructure..., Financial Services, Business Process, Financial Markets, FX Options, Equity Trading, Investment Management, Settlement, Bonds, Bloomberg, Corporate Actions, Prime Brokerage
Education
Bowling Green State University 1975 — 1978
Master's degree, Communication, General
Ohio University 1973 — 1975
Communication, General
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2005 - May 2013
Goldman Sachs March 1999 - February 2005
Bankers Trust 1997 - February 1999
Scudder Investments 1996 - 1997
Dreyfus 1993 - 1996
ACB 1990 - 1993
Burgoyne Market Research 1983 - 1990
Cincinnati Bell 1979 - 1983
Skills
Equities, Capital Markets, Hedge Funds, Technology Management, Trading Systems, Electronic Trading, Asset Management, Business Continuity..., Risk Management, SDLC, Vendor Management, Securities, Software Project..., Mutual Funds, Market Data, Wealth Management, Trading, Fixed Income, Wealth Management..., Private Wealth..., Strategic Planning, Business Analysis, Information Risk..., Compliance, Agile Methodologies, Change Management, Software Engineering, Derivatives, Private Equity, Portfolio Management, Digital Strategy, Investment Banking, Middle Office, Alternative Investments, Options, Emerging Markets, Program Management, Project Management, IT Infrastructure..., Financial Services, Business Process, Financial Markets, FX Options, Equity Trading, Investment Management, Settlement, Bonds, Bloomberg, Corporate Actions, Prime Brokerage
Education
Bowling Green State University 1975 — 1978
Master's degree, Communication, General
Ohio University 1973 — 1975
Communication, General
Edward V Creed CFP®, CLU®, ChFC®'s Scudder Investments Experience March 1987 - May 1996
Job Financial Advisor at Ameriprise Financial Services, Inc. Insurance License:0C05876
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1997 - Present
Scudder Investments March 1987 - May 1996
Education
Bentley University 1980 — 1984
Master's degree, Accounting
University of Massachusetts Boston 1976 — 1978
Bachelor of Arts (BA), History
Ameriprise Financial Services, Inc. April 1997 - Present
Scudder Investments March 1987 - May 1996
Education
Bentley University 1980 — 1984
Master's degree, Accounting
University of Massachusetts Boston 1976 — 1978
Bachelor of Arts (BA), History
Suzanne Benotti's Scudder Investments Experience July 1998 - December 2001
Job HR Business Partner at BIDPlymouth
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Hospital-Plymouth January 2013 - Present
Jordan Hospital January 2008 - December 2012
Scudder Investments July 1998 - December 2001
Education
University of Massachusetts Dartmouth 1993 — 1997
Bachelor's degree, Marketing/Market Research
Bryant University
PHR Certification, Currently Attending
Beth Israel Deaconess Hospital-Plymouth January 2013 - Present
Jordan Hospital January 2008 - December 2012
Scudder Investments July 1998 - December 2001
Education
University of Massachusetts Dartmouth 1993 — 1997
Bachelor's degree, Marketing/Market Research
Bryant University
PHR Certification, Currently Attending