Scudder Investments
Scudder Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scudder Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Scudder Investments Salaries. You can even request information on how much does Scudder Investments pay if you want to. Learn about salaries, pros and cons of working for Scudder Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
610 Scudder Investments employees in database. Find out everything there's to know about Scudder Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Scudder Investments Employees
Employee
Years
Job
Industry
Ezra Hartsfield Ezra Hartsfield's Scudder Investments Experience 1997 - 2000
Job Founder and CEO at RetireWell Asset Management, Inc
Industry Financial Services
Experience
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
RetireWell Asset Management, Inc March 2013 - Present
Brokers Advisory Group, Inc February 2009 - Present
WealthVest Marketing 2010 - 2011
Security Benefit 2005 - 2009
Sun Life Financial 2001 - 2003
Dreyfus Funds 1999 - 2001
Scudder Investments 1997 - 2000
Skills
Asset Management, Portfolio Management, Annuities, Financial Planning, Investments, Insurance, Retirement Planning, Mutual Funds, Long Term Care, Wealth Management, Public Speaking, New Business Development, Risk Management, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Financial Services, Hedge Funds, Securities, Executive Management, Long-term Care, Financial Advisory, Retirement, Series 63, Series 7, 401k, Investment Advisory, IRAs, Investment Strategies, Life Insurance, Asset Allocation, Series 6, ETFs, Estate Planning
Education
Creighton University 2012 — 2014
MSAPM/CFA, Securities Analysis & Portfolio Management
Winthrop University 1987 — 1991
BA, Business Finance
Shelia Glenn M.B.A. Shelia Glenn M.B.A.'s Scudder Investments Experience January 1995 - July 1999
Job National Servicenter Manager at Global Experience Specialists (GES)
Industry Events Services
Experience
Global Experience Specialists (GES) March 2014 - Present
GES Exposition Services 2010 - 2014
Scudder Investments January 1995 - July 1999
Skills
Customer Service, Microsoft Office, Event Management, Social Media, Marketing, Public Speaking, Leadership, PowerPoint, Teaching Money..., Teaching the Basics of...
Education
Davenport University
Bachelor's degree, Marketing
University of Phoenix
Master of Business Administration (M.B.A.)
Global Experience Specialists (GES) March 2014 - Present
GES Exposition Services 2010 - 2014
Scudder Investments January 1995 - July 1999
Skills
Customer Service, Microsoft Office, Event Management, Social Media, Marketing, Public Speaking, Leadership, PowerPoint, Teaching Money..., Teaching the Basics of...
Education
Davenport University
Bachelor's degree, Marketing
University of Phoenix
Master of Business Administration (M.B.A.)
Marty Idaszak, CPA Marty Idaszak, CPA's Scudder Investments Experience 1999 - 2002
Job System Architect at Arizona State University
Industry Financial Services
Experience
Arizona State University February 2013 - Present
Northern Trust May 2012 - February 2013
Lincoln Park Boat Club 2009 - October 2012
JPMorgan Chase July 2009 - May 2012
Goldman Sachs June 2005 - July 2009
Northern Trust December 2003 - June 2005
Scudder Investments 1999 - 2002
Trans Union 1991 - 1999
TransUnion 1991 - 1999
Skills
Sybase
Education
Elmhurst College 2004 — 2007
Masters, Acccounting
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Math/CS
Arizona State University February 2013 - Present
Northern Trust May 2012 - February 2013
Lincoln Park Boat Club 2009 - October 2012
JPMorgan Chase July 2009 - May 2012
Goldman Sachs June 2005 - July 2009
Northern Trust December 2003 - June 2005
Scudder Investments 1999 - 2002
Trans Union 1991 - 1999
TransUnion 1991 - 1999
Skills
Sybase
Education
Elmhurst College 2004 — 2007
Masters, Acccounting
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Math/CS
Edward Kearns Edward Kearns's Scudder Investments Experience 2001 - 2001
Job Senior Reporter / Lead Coordinator at BidClerk
Industry Information Services
Experience
BidClerk October 2011 - December 2014
BidClerk October 2007 - October 2011
BidClerk October 2004 - October 2007
Deutsche Bank 2001 - 2002
Scudder Investments 2001 - 2001
Scudder Kemper Investments 1999 - 2000
Kemper Funds 1998 - 1999
Andes Candies 1995 - 1998
Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management
Education
Marquette University 1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies
BidClerk October 2011 - December 2014
BidClerk October 2007 - October 2011
BidClerk October 2004 - October 2007
Deutsche Bank 2001 - 2002
Scudder Investments 2001 - 2001
Scudder Kemper Investments 1999 - 2000
Kemper Funds 1998 - 1999
Andes Candies 1995 - 1998
Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management
Education
Marquette University 1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies
Randy Ehle Randy Ehle's Scudder Investments Experience June 1998 - January 2000
Job Pastor
Industry Religious Institutions
Experience
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Yanni Bousnakis, CFA Yanni Bousnakis, CFA's Scudder Investments Experience March 1997 - March 2002
Job Managing Director Investment Management at First Allied Securities
Industry Financial Services
Experience
First Allied Securities March 2011 - Present
LPL Financial November 2002 - March 2011
Scudder Investments March 1997 - March 2002
Skills
Wealth Management, Business Analysis, Investment Advisory, Investments, Series 7, Mutual Funds, Corporate Finance, Asset Managment, Portfolio Management, Asset Management, Investment Strategies, Securities, Asset Allocation, Equities, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University
MBA
National Technical University of Athens
BSc, Naval Architecture & Marine Engineering
First Allied Securities March 2011 - Present
LPL Financial November 2002 - March 2011
Scudder Investments March 1997 - March 2002
Skills
Wealth Management, Business Analysis, Investment Advisory, Investments, Series 7, Mutual Funds, Corporate Finance, Asset Managment, Portfolio Management, Asset Management, Investment Strategies, Securities, Asset Allocation, Equities, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University
MBA
National Technical University of Athens
BSc, Naval Architecture & Marine Engineering
Kimberly A. Raynor Kimberly A. Raynor's Scudder Investments Experience 1980 - 1995
Job Director, Asset Management Talent Acquisition
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
KA Raynor July 2012 - September 2012
State Street June 2009 - June 2012
KARaynor 2009 - 2009
Wellington Management Co. LLP November 2005 - December 2008
Russell Reynolds Associates 1998 - 2005
Putnam Investments 1996 - 1998
Scudder Investments 1980 - 1995
Skills
Onboarding, Investments, Human Resources, Interviews, Private Equity, Recruiting, Financial Services, Hedge Funds, Bonds, Securities, Capital Markets, Derivatives, Mergers & Acquisitions, Asset Management, Mutual Funds, Equities, Financial Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Series 7, Wealth Management, Trading, ETFs, Equity Research, Investment Advisory, Valuation, Emerging Markets, 401k, Equity Trading, Relationship Management, FINRA, Trading Systems, Series 24, Options, Fund Of Funds, Structured Products, Middle Office, Investor Relations, Corporate Actions, Fund Accounting, Investment Banking, Institutional..., FX Options, Electronic Trading, Bloomberg Terminal
Education
Hofstra University
BBA, International Finance
Fidelity Investments October 2012 - Present
KA Raynor July 2012 - September 2012
State Street June 2009 - June 2012
KARaynor 2009 - 2009
Wellington Management Co. LLP November 2005 - December 2008
Russell Reynolds Associates 1998 - 2005
Putnam Investments 1996 - 1998
Scudder Investments 1980 - 1995
Skills
Onboarding, Investments, Human Resources, Interviews, Private Equity, Recruiting, Financial Services, Hedge Funds, Bonds, Securities, Capital Markets, Derivatives, Mergers & Acquisitions, Asset Management, Mutual Funds, Equities, Financial Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Series 7, Wealth Management, Trading, ETFs, Equity Research, Investment Advisory, Valuation, Emerging Markets, 401k, Equity Trading, Relationship Management, FINRA, Trading Systems, Series 24, Options, Fund Of Funds, Structured Products, Middle Office, Investor Relations, Corporate Actions, Fund Accounting, Investment Banking, Institutional..., FX Options, Electronic Trading, Bloomberg Terminal
Education
Hofstra University
BBA, International Finance
G. Todd Silva's Scudder Investments Experience 1993 - 1996
Job Founder at GoGoMix
Industry Entertainment
Experience
GoGoMix February 2012 - Present
CENTIS, LLC January 2007 - January 2012
Candlewood Capital Management March 2000 - August 2006
John A. Levin & Co. 1998 - 2000
Jennison Associates LLC 1996 - 1998
Scudder Investments 1993 - 1996
Skills
Entrepreneurship, Start-ups, ecommerce, Online Advertising, Business Strategy, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Capital Markets, Asset Management, E-commerce
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Economics and Finance
GoGoMix February 2012 - Present
CENTIS, LLC January 2007 - January 2012
Candlewood Capital Management March 2000 - August 2006
John A. Levin & Co. 1998 - 2000
Jennison Associates LLC 1996 - 1998
Scudder Investments 1993 - 1996
Skills
Entrepreneurship, Start-ups, ecommerce, Online Advertising, Business Strategy, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Capital Markets, Asset Management, E-commerce
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Economics and Finance
David Glen CFP®, CFA David Glen CFP®, CFA's Scudder Investments Experience January 1982 - June 1999
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
Eaton Vance December 2013 - Present
Boston Private Bank and Trust Company November 1999 - December 2013
Scudder Investments January 1982 - June 1999
Comerica January 1979 - August 1981
Skills
Asset Management, Portfolio Management, Investments, Equities, Pensions, Bonds, High Net Worth..., Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Risk Management, Client Service, Asset Managment, Strategic Financial..., Financial Services, Investment Management, Credit, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Wealth Management...
Education
Indiana University Bloomington 1980 — 1981
MBA, Finance
University of Michigan 1975 — 1978
BBA, Finance, General
arnim holzer arnim holzer's Scudder Investments Experience 1999 - 2002
Job Managing Director, ASH Strategy, LLC
Industry Investment Management
Experience
ASH Strategy January 2010 - Present
Right Blend Investing, LLC May 2012 - March 2014
T4 Holdings, LLC January 2010 - December 2011
IDB Bank October 2007 - December 2009
HALOGEN PARTNERS March 2006 - March 2007
Deutsche Asset Management January 1999 - December 2005
Scudder Investments 1999 - 2002
DELTEC ASSET MANAGEMENT CORPORATION January 1997 - January 1999
NEUBERGER and BERMAN January 1993 - January 1997
BANKERS TRUST COMPANY January 1986 - January 1993
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Fixed Income, Global Macro, Investment Management, Asset Managment, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Trading, ETFs, Hedging, Investment Advisory, Tactical Asset..., Financial writing, Finance, Capital Markets, Securities, Emerging Markets, Hedging Strategies, Alternatives, Alternative Investments, Mergers, Infrastructure Investing, ESG Investing, Risk Management
Education
Fordham University 1986 — 1989
M.B.A
Princeton University 1977 — 1981
AB
St. George's School
ASH Strategy January 2010 - Present
Right Blend Investing, LLC May 2012 - March 2014
T4 Holdings, LLC January 2010 - December 2011
IDB Bank October 2007 - December 2009
HALOGEN PARTNERS March 2006 - March 2007
Deutsche Asset Management January 1999 - December 2005
Scudder Investments 1999 - 2002
DELTEC ASSET MANAGEMENT CORPORATION January 1997 - January 1999
NEUBERGER and BERMAN January 1993 - January 1997
BANKERS TRUST COMPANY January 1986 - January 1993
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Fixed Income, Global Macro, Investment Management, Asset Managment, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Trading, ETFs, Hedging, Investment Advisory, Tactical Asset..., Financial writing, Finance, Capital Markets, Securities, Emerging Markets, Hedging Strategies, Alternatives, Alternative Investments, Mergers, Infrastructure Investing, ESG Investing, Risk Management
Education
Fordham University 1986 — 1989
M.B.A
Princeton University 1977 — 1981
AB
St. George's School
Noah Petrucci, CFA Noah Petrucci, CFA's Scudder Investments Experience 1993 - 1995
Job Portfolio Manager at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Kimberly Denson's Scudder Investments Experience 1997 - 2005
Job VP, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Chase Newsom Chase Newsom's Scudder Investments Experience December 1997 - October 2002
Job Financial Planner City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2008 - Present
Lincoln Financial Distributors October 2002 - June 2008
Scudder Investments December 1997 - October 2002
Skills
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Education
DePauw University 1991 — 1995
Bachelor of Arts (B.A.)
City Securities Corporation June 2008 - Present
Lincoln Financial Distributors October 2002 - June 2008
Scudder Investments December 1997 - October 2002
Skills
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Education
DePauw University 1991 — 1995
Bachelor of Arts (B.A.)
Eileen Timoney, Financial Services Eileen Timoney, Financial Services's Scudder Investments Experience 1999 - 2002
Job Job Developer at Bay State Community Services Inc
Industry Financial Services
Experience
Bay State Community Services Inc April 2015 - Present
Bay State Cummunity Services October 2013 - Present
Plymouth Career Center April 2012 - Present
Irish Cultural Center January 2012 - Present
BAY STATE COMMUNITY SERVICES November 2012 - October 2013
Boston Financial Data Services 2007 - September 2011
Boston Financial Data Services 2006 - 2007
Boston Financial Data Services 2004 - 2007
Federated Investors 2002 - 2004
Scudder Investments 1999 - 2002
Skills
Microsoft Office, Lotus Notes, Customer Service, Office Administration, Benefits Administration, Client Services, Tutoring, Risk Management, Webinars, Peer Mentoring, Training, Business, Invoicing, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Workshop Facilitation, Fraud Detection, AWD, ASPPA Certified, TRAC, DSY Systems Solutions, OFAC Data Base, Flower Arranging, Access, Mentoring, Peer Advisor, Volunteer, Money Laundering, Fraud Prevention, Retirement Plan..., Compliance Specialist, SharePoint, Asset Managment, E-Learning, Financial Risk, Financial Analysis, Financial Markets, Administrative..., Administrative Processes, CIP, FinCEN, Qualified Retirement...
Education
Stonehill College 1993 — 1996
Stonehill College, B.A. Psychology, 3.43
Massasoit Community College 1989 — 1993
Associates, Liberal Arts, 3.85
Bay State Community Services Inc April 2015 - Present
Bay State Cummunity Services October 2013 - Present
Plymouth Career Center April 2012 - Present
Irish Cultural Center January 2012 - Present
BAY STATE COMMUNITY SERVICES November 2012 - October 2013
Boston Financial Data Services 2007 - September 2011
Boston Financial Data Services 2006 - 2007
Boston Financial Data Services 2004 - 2007
Federated Investors 2002 - 2004
Scudder Investments 1999 - 2002
Skills
Microsoft Office, Lotus Notes, Customer Service, Office Administration, Benefits Administration, Client Services, Tutoring, Risk Management, Webinars, Peer Mentoring, Training, Business, Invoicing, AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Workshop Facilitation, Fraud Detection, AWD, ASPPA Certified, TRAC, DSY Systems Solutions, OFAC Data Base, Flower Arranging, Access, Mentoring, Peer Advisor, Volunteer, Money Laundering, Fraud Prevention, Retirement Plan..., Compliance Specialist, SharePoint, Asset Managment, E-Learning, Financial Risk, Financial Analysis, Financial Markets, Administrative..., Administrative Processes, CIP, FinCEN, Qualified Retirement...
Education
Stonehill College 1993 — 1996
Stonehill College, B.A. Psychology, 3.43
Massasoit Community College 1989 — 1993
Associates, Liberal Arts, 3.85
Anthony Kapp Anthony Kapp's Scudder Investments Experience April 2000 - May 2003
Job Private Mortgage Banker at Wells Fargo Private Bank NMLSR 418952
Industry Financial Services
Experience
Wells Fargo Private Bank November 2003 - Present
Scudder Investments April 2000 - May 2003
Citi August 1997 - April 2000
Skills
Finance, Credit Analysis, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Tax Analysis, Relationship Management, Negotiation, Customer Relations, Relationship Building, Accounting, Cross Selling, Mentoring, Advising People, Customer Experience
Education
College for Financial Planning 2001 — 2003
Chartered Mutual Fund Counselor (CMFC)
Northern Illinois University - College of Business 1985 — 1990
Bachelor of Science (BS), Finance
Wells Fargo Private Bank November 2003 - Present
Scudder Investments April 2000 - May 2003
Citi August 1997 - April 2000
Skills
Finance, Credit Analysis, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Tax Analysis, Relationship Management, Negotiation, Customer Relations, Relationship Building, Accounting, Cross Selling, Mentoring, Advising People, Customer Experience
Education
College for Financial Planning 2001 — 2003
Chartered Mutual Fund Counselor (CMFC)
Northern Illinois University - College of Business 1985 — 1990
Bachelor of Science (BS), Finance
Barry Vincente CPA, CFP® Barry Vincente CPA, CFP®'s Scudder Investments Experience 1998 - 2001
Job Senior Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Brown & Co / JPMorgan Invest LLC 2003 - 2006
MetLife Financial Services 2001 - 2003
Scudder Investments 1998 - 2001
Skills
Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, Series 4, Options, Series 6, Fixed Annuities, Fixed Income, Series 53, Municipal Bonds, CPA, CFP
Education
Liberty University 2009 — 2011
MS, Master of Science in Accounting
Northeastern University 1996 — 2000
BSBA Business Administration, Finance
Merrill Lynch December 2006 - Present
Brown & Co / JPMorgan Invest LLC 2003 - 2006
MetLife Financial Services 2001 - 2003
Scudder Investments 1998 - 2001
Skills
Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, Series 4, Options, Series 6, Fixed Annuities, Fixed Income, Series 53, Municipal Bonds, CPA, CFP
Education
Liberty University 2009 — 2011
MS, Master of Science in Accounting
Northeastern University 1996 — 2000
BSBA Business Administration, Finance
Mike Kristin Mike Kristin's Scudder Investments Experience 1995 - 2000
Job Regional Vice President Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Kristen Solo Kristen Solo's Scudder Investments Experience 1999 - 2004
Job Attorney at The Standard
Industry Financial Services
Experience
The Standard July 2015 - Present
Lexidyne LLC May 2010 - June 2015
Scudder Investments 1999 - 2004
Arthur Andersen, LLP June 1998 - June 1999
Putnam Investments June 1995 - June 1998
State Street Research December 1992 - August 1994
Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership
Education
Suffolk University Law School 1994 — 1997
JD, Law
Colorado College 1989 — 1992
BA, Political Economy
The Standard July 2015 - Present
Lexidyne LLC May 2010 - June 2015
Scudder Investments 1999 - 2004
Arthur Andersen, LLP June 1998 - June 1999
Putnam Investments June 1995 - June 1998
State Street Research December 1992 - August 1994
Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership
Education
Suffolk University Law School 1994 — 1997
JD, Law
Colorado College 1989 — 1992
BA, Political Economy
Mark Tonelli, AIF® Mark Tonelli, AIF®'s Scudder Investments Experience 1998 - 1999
Job Managing Partner at Compass Benefit Partners, LLC.
Industry Financial Services
Experience
Compass Benefit Partners, LLC December 2009 - Present
Fidelity Investments July 2006 - March 2009
Fidelity Investments June 2000 - July 2006
Fidelity Investments Institutional Services Company June 1994 - May 2000
Scudder Investments 1998 - 1999
A-Mark Drywall, Inc. January 1995 - December 1998
Skills
401k, Retirement Planning, Series 63, Investments, Series 7, Securities, Mutual Funds, FINRA, Defined Benefit, Asset Allocation, Financial Services, Retirement, Series 6, Pensions, Fixed Annuities, Investment Management, Employee Benefits, 401k Rollovers, Cash Balance, Certified Financial..., Retirement Plan..., Investment Advisory, Relationship Management, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Investment Strategies, Series 66, Non-Qualified Deferred..., Fiduciary Oversight for..., Employee Education, Retirement Readiness..., Defined Benefit Plans, ERISA, Profit Sharing, Alternative Investments, Qualified Retirement...
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Harvard University 1991 — 1992
Entrepreneurship/Entrepreneurial Studies
Northeastern University 1985 — 1990
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
St. John's High School 1981 — 1985
Compass Benefit Partners, LLC December 2009 - Present
Fidelity Investments July 2006 - March 2009
Fidelity Investments June 2000 - July 2006
Fidelity Investments Institutional Services Company June 1994 - May 2000
Scudder Investments 1998 - 1999
A-Mark Drywall, Inc. January 1995 - December 1998
Skills
401k, Retirement Planning, Series 63, Investments, Series 7, Securities, Mutual Funds, FINRA, Defined Benefit, Asset Allocation, Financial Services, Retirement, Series 6, Pensions, Fixed Annuities, Investment Management, Employee Benefits, 401k Rollovers, Cash Balance, Certified Financial..., Retirement Plan..., Investment Advisory, Relationship Management, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Investment Strategies, Series 66, Non-Qualified Deferred..., Fiduciary Oversight for..., Employee Education, Retirement Readiness..., Defined Benefit Plans, ERISA, Profit Sharing, Alternative Investments, Qualified Retirement...
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Harvard University 1991 — 1992
Entrepreneurship/Entrepreneurial Studies
Northeastern University 1985 — 1990
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
St. John's High School 1981 — 1985
Debra Robinson, MBA Debra Robinson, MBA's Scudder Investments Experience 1995 - 2000
Job
Industry Financial Services
Experience
New England Financial (affiliated with MetLife) February 2012 - August 2013
NASDAQ OMX Group, Inc. January 2004 - January 2011
Deutsche Asset Management 2000 - 2003
Scudder Investments 1995 - 2000
Kemper Financial Services 1992 - 1995
Skills
Small Business, Alternative Investments, Relationship Management, Management, Financial Markets, Selling, Team Leadership, Solution Selling, Series 7, Executive Management, Series 63, Business Strategy, Product Management, Strategic Planning, Equities, B2B, Asset Allocation, Asset Management, New Business Development, Securities, Investor Relations, Finance, Account Management, Retirement Planning, Mutual Funds, Investments, Financial Services, Consultative Selling, Key Account Management, Marketing Management, Client Service
Education
Northwestern University
Master of Science, Communications
DePaul University
MBA, Marketing
University of Illinois at Urbana-Champaign
BFA, Graphics Arts
New England Financial (affiliated with MetLife) February 2012 - August 2013
NASDAQ OMX Group, Inc. January 2004 - January 2011
Deutsche Asset Management 2000 - 2003
Scudder Investments 1995 - 2000
Kemper Financial Services 1992 - 1995
Skills
Small Business, Alternative Investments, Relationship Management, Management, Financial Markets, Selling, Team Leadership, Solution Selling, Series 7, Executive Management, Series 63, Business Strategy, Product Management, Strategic Planning, Equities, B2B, Asset Allocation, Asset Management, New Business Development, Securities, Investor Relations, Finance, Account Management, Retirement Planning, Mutual Funds, Investments, Financial Services, Consultative Selling, Key Account Management, Marketing Management, Client Service
Education
Northwestern University
Master of Science, Communications
DePaul University
MBA, Marketing
University of Illinois at Urbana-Champaign
BFA, Graphics Arts
Mande Mischler's Scudder Investments Experience July 1986 - May 1987
Job Brand Explorer, Team Leader/Engager/Facilitator, Happy Client Maker
Industry Marketing and Advertising
Experience
Simple Truth January 2010 - Present
Mischler Marketing Consulting June 2000 - September 2009
Leo Burnett June 1990 - October 1997
Air Lift, Inc. June 1987 - August 1988
Scudder Investments July 1986 - May 1987
Skills
Team Leadership, Creative Direction, Social Media, Brand Development, Creative Strategy, Marketing, Product Development, Strategy, Leadership, Advertising, Strategic Planning
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Marketing
Stanford University 1982 — 1986
BA, History
Simple Truth January 2010 - Present
Mischler Marketing Consulting June 2000 - September 2009
Leo Burnett June 1990 - October 1997
Air Lift, Inc. June 1987 - August 1988
Scudder Investments July 1986 - May 1987
Skills
Team Leadership, Creative Direction, Social Media, Brand Development, Creative Strategy, Marketing, Product Development, Strategy, Leadership, Advertising, Strategic Planning
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Marketing
Stanford University 1982 — 1986
BA, History
Peter Haag Peter Haag's Scudder Investments Experience 1987 - 2001
Job Owner, Haag Financial Consulting
Industry Financial Services
Experience
Haag Financial Consulting June 2007 - Present
Scudder Investments 1987 - 2001
Chicago Board Options Exchange 1981 - 1987
Skills
Asset Managment, Strategic Financial..., Asset Management, Financial Advisory, Estate Planning, Investment Management, Fixed Income, Retirement Planning
Education
Massachusetts Institute of Technology 1970 — 1975
SB, SM, Management & Computer Science
Massachusetts Institute of Technology - Sloan School of Management 1970 — 1975
Haag Financial Consulting June 2007 - Present
Scudder Investments 1987 - 2001
Chicago Board Options Exchange 1981 - 1987
Skills
Asset Managment, Strategic Financial..., Asset Management, Financial Advisory, Estate Planning, Investment Management, Fixed Income, Retirement Planning
Education
Massachusetts Institute of Technology 1970 — 1975
SB, SM, Management & Computer Science
Massachusetts Institute of Technology - Sloan School of Management 1970 — 1975
Troy Newman, CRP's Scudder Investments Experience January 1997 - September 2002
Job Recruiter at Bechtel Corporation
Industry Construction
Experience
Bechtel Corporation August 2015 - Present
Bechtel Corporation March 2012 - Present
Prudential Financial January 2007 - March 2012
Oce Business Services March 2004 - January 2007
DST Systems September 2002 - November 2003
Scudder Investments January 1997 - September 2002
Kemper Transfer Agency May 1989 - January 1997
Skills
Relocation Specialist, Member of Worlde ERC, Certified Relocation..., Relocation, Real Estate, Contract Negotiation, Global Mobility, Employee Benefits, Expatriate Management, Contract Management, Negotiation, Human Resources, Vendor Management, Project Management, Residential Homes, Employee Relations, Budgets, Property Management, Onboarding, Investment Properties, Process Improvement, Customer Service, Recruiting
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
Fort Hays State University 1984 — 1985
Business Administration and Management, General
Northwest Missouri State University 1982 — 1984
Business Administration and Management, General
Bechtel Corporation August 2015 - Present
Bechtel Corporation March 2012 - Present
Prudential Financial January 2007 - March 2012
Oce Business Services March 2004 - January 2007
DST Systems September 2002 - November 2003
Scudder Investments January 1997 - September 2002
Kemper Transfer Agency May 1989 - January 1997
Skills
Relocation Specialist, Member of Worlde ERC, Certified Relocation..., Relocation, Real Estate, Contract Negotiation, Global Mobility, Employee Benefits, Expatriate Management, Contract Management, Negotiation, Human Resources, Vendor Management, Project Management, Residential Homes, Employee Relations, Budgets, Property Management, Onboarding, Investment Properties, Process Improvement, Customer Service, Recruiting
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
Fort Hays State University 1984 — 1985
Business Administration and Management, General
Northwest Missouri State University 1982 — 1984
Business Administration and Management, General
Brent Phelps Brent Phelps's Scudder Investments Experience 2002 - 2004
Job Internal Audit Specialist at Associated Wholesale Grocers
Industry Marketing and Advertising
Experience
Associated Wholesale Grocers August 2014 - Present
Baldwin Technology Company, Inc. November 2013 - August 2014
Principal American School September 2012 - August 2013
EF English First August 2011 - August 2012
DST Output 2004 - 2011
Scudder Investments 2002 - 2004
Skills
Instructional Design, Microsoft Office, Teaching, Social Media, Customer Service, Team Leadership, Research, PowerPoint, Editing, CRM, Project Management, Marketing, English, Training
Education
Columbia College 2003 — 2005
Bachelor of Science, Business Administration, Marketing
University of Central Missouri 1997 — 1999
Associated Wholesale Grocers August 2014 - Present
Baldwin Technology Company, Inc. November 2013 - August 2014
Principal American School September 2012 - August 2013
EF English First August 2011 - August 2012
DST Output 2004 - 2011
Scudder Investments 2002 - 2004
Skills
Instructional Design, Microsoft Office, Teaching, Social Media, Customer Service, Team Leadership, Research, PowerPoint, Editing, CRM, Project Management, Marketing, English, Training
Education
Columbia College 2003 — 2005
Bachelor of Science, Business Administration, Marketing
University of Central Missouri 1997 — 1999
Lynn MacDonald Lynn MacDonald's Scudder Investments Experience 1993 - 1999
Job Global Head of Investments Marketing, Mercer
Industry Investment Management
Experience
Mercer 2013 - Present
Deutsche Asset Management 2006 - 2012
AllianceBernstein 2001 - 2004
Peppers and Rogers Group 1999 - 2001
Scudder Investments 1993 - 1999
American Express 1984 - 1993
Skills
Marketing Strategy, Marketing, Marketing Communications, Segmentation, Program Management, Strategy, Analytics, Social Media Marketing, Financial Services, Competitive Analysis, Strategic Partnerships, Digital Marketing, Brand Development, Management
Education
MIT Sloan School of Management 2004 — 2005
Masters
Mercer 2013 - Present
Deutsche Asset Management 2006 - 2012
AllianceBernstein 2001 - 2004
Peppers and Rogers Group 1999 - 2001
Scudder Investments 1993 - 1999
American Express 1984 - 1993
Skills
Marketing Strategy, Marketing, Marketing Communications, Segmentation, Program Management, Strategy, Analytics, Social Media Marketing, Financial Services, Competitive Analysis, Strategic Partnerships, Digital Marketing, Brand Development, Management
Education
MIT Sloan School of Management 2004 — 2005
Masters
Daniel Fellows Daniel Fellows's Scudder Investments Experience 2002 - 2005
Job Senior Vice President at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments May 2014 - Present
Oak Ridge Investments June 2007 - April 2014
Van Kampen Investments 2005 - 2007
Scudder Investments 2002 - 2005
Scudder Investments (Deutsche Bank) 2002 - 2005
Education
Eastern Illinois University 1996 — 2001
B.A.
Downers Grove North 1992 — 1996
Oak Ridge Investments May 2014 - Present
Oak Ridge Investments June 2007 - April 2014
Van Kampen Investments 2005 - 2007
Scudder Investments 2002 - 2005
Scudder Investments (Deutsche Bank) 2002 - 2005
Education
Eastern Illinois University 1996 — 2001
B.A.
Downers Grove North 1992 — 1996
Julie Waldman Julie Waldman's Scudder Investments Experience 2000 - 2002
Job Vice President, Marketing and Client Communications at Northern Trust
Industry Financial Services
Experience
Northern Trust 2007 - 2014
Harris Private Bank 2003 - 2007
Scudder Investments 2000 - 2002
Allstate 1998 - 2000
Citibank 1989 - 1998
Skills
Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Email Marketing, Marketing Communications, Business Strategy, Lead Generation, Marketing, Project Management, Budgets, Management
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
Colorado College 1971 — 1974
Bachelor of Arts (B.A.), Economics
Northern Trust 2007 - 2014
Harris Private Bank 2003 - 2007
Scudder Investments 2000 - 2002
Allstate 1998 - 2000
Citibank 1989 - 1998
Skills
Marketing Strategy, Product Development, Strategic Planning, Direct Marketing, Email Marketing, Marketing Communications, Business Strategy, Lead Generation, Marketing, Project Management, Budgets, Management
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
Colorado College 1971 — 1974
Bachelor of Arts (B.A.), Economics
James Claney James Claney's Scudder Investments Experience September 2004 - December 2005
Job Instructional Assistant at Frederick County Public Schools
Industry Primary/Secondary Education
Experience
Frederick County Public Schools August 2011 - Present
Lincoln Financial Advisors March 2008 - May 2009
Van Kampen Investments January 2006 - September 2007
Scudder Investments September 2004 - December 2005
Education
George Mason University
BA, Communication
Frederick County Public Schools August 2011 - Present
Lincoln Financial Advisors March 2008 - May 2009
Van Kampen Investments January 2006 - September 2007
Scudder Investments September 2004 - December 2005
Education
George Mason University
BA, Communication
Mark Majka,CFA Mark Majka,CFA's Scudder Investments Experience June 2001 - December 2002
Job Managing Partner at MJM Investment Advisors, LLC
Industry Investment Management
Experience
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
Hugh Rauscher Hugh Rauscher's Scudder Investments Experience November 1995 - July 2002
Job Principal, Boston Investor Communications Group
Industry Financial Services
Experience
BICG July 2002 - Present
Scudder Investments November 1995 - July 2002
TNE Fund Group 1989 - 1994
Fidelity Investments June 1984 - October 1987
Skills
Corporate Communications, Financial Services, Investments, Mutual Funds, Marketing Communications, Relationship Management, Copywriting, Strategy, Series 63, Series 7, Editorial, Management, Direct Marketing, Integrated Marketing, Marketing, Leadership
Education
Dartmouth College
BA, English
Suffolk University Law School
JD
BICG July 2002 - Present
Scudder Investments November 1995 - July 2002
TNE Fund Group 1989 - 1994
Fidelity Investments June 1984 - October 1987
Skills
Corporate Communications, Financial Services, Investments, Mutual Funds, Marketing Communications, Relationship Management, Copywriting, Strategy, Series 63, Series 7, Editorial, Management, Direct Marketing, Integrated Marketing, Marketing, Leadership
Education
Dartmouth College
BA, English
Suffolk University Law School
JD
Jakov Stipanov, CFA Jakov Stipanov, CFA's Scudder Investments Experience 1994 - 1995
Job Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Systematic Financial January 2002 - October 2009
Stein Roe Investment Council January 1996 - December 2001
Scudder Investments 1994 - 1995
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets, Fixed Income, Series 7, Series 63, Investment Management, Equity Valuation, Bloomberg Terminal, Securities
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Montclair State University 1989 — 1994
BS, Finance
Franklin Templeton Investments August 2010 - Present
Systematic Financial January 2002 - October 2009
Stein Roe Investment Council January 1996 - December 2001
Scudder Investments 1994 - 1995
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets, Fixed Income, Series 7, Series 63, Investment Management, Equity Valuation, Bloomberg Terminal, Securities
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Montclair State University 1989 — 1994
BS, Finance
Bruce H. Goldfarb Bruce H. Goldfarb's Scudder Investments Experience February 1997 - January 2001
Job President and CEO of Okapi Partners LLC, the Proxy Solicitation Firm
Industry Public Relations and Communications
Experience
Okapi Partners LLC January 2008 - Present
Georgeson Shareholder February 2001 - September 2007
Scudder Investments February 1997 - January 2001
Cravath, Swaine & Moore LLP October 1990 - January 1997
Skills
Corporate Governance, Securities, Investor Relations, Mergers, Hedge Funds, Private Equity, IPO, Corporate Law, Securities Regulation, Venture Capital, Capital Markets, Equities, Due Diligence, Private Placements, Corporate Finance, Investments, Asset Managment, Executive Pay, Proxy Contests, Strategy, M&A experience, Mergers & Acquisitions, Start-ups, Joint Ventures, Alternative Investments, Restructuring, Asset Management, Corporate Development, Acquisitions, Emerging Markets, Financial Modeling, Financial Services, Financial Structuring, Investment Banking, Investment Management, Leveraged Finance, Structured Finance
Education
Columbia Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
B.A., History of Art
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Finance
Okapi Partners LLC January 2008 - Present
Georgeson Shareholder February 2001 - September 2007
Scudder Investments February 1997 - January 2001
Cravath, Swaine & Moore LLP October 1990 - January 1997
Skills
Corporate Governance, Securities, Investor Relations, Mergers, Hedge Funds, Private Equity, IPO, Corporate Law, Securities Regulation, Venture Capital, Capital Markets, Equities, Due Diligence, Private Placements, Corporate Finance, Investments, Asset Managment, Executive Pay, Proxy Contests, Strategy, M&A experience, Mergers & Acquisitions, Start-ups, Joint Ventures, Alternative Investments, Restructuring, Asset Management, Corporate Development, Acquisitions, Emerging Markets, Financial Modeling, Financial Services, Financial Structuring, Investment Banking, Investment Management, Leveraged Finance, Structured Finance
Education
Columbia Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
B.A., History of Art
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Finance
Michael Harnaga-Rentas, MBA's Scudder Investments Experience May 1997 - December 1998
Job Chief Financial Officer at Skyhorse Publishing
Industry Publishing
Experience
Skyhorse Publishing April 2014 - Present
The Walt Disney Company, Hyperion Books 2004 - 2013
The Walt Disney Company, Hyperion Books 2003 - 2004
The Walt Disney Company, Hyperion Books 2002 - 2003
The Walt Disney Company, Hyperion Books 2001 - 2002
The Walt Disney Company, Hyperion Books 2000 - 2001
The Walt Disney Company, Hyperion Books 1999 - 2000
Scudder Investments May 1997 - December 1998
Staples May 1993 - April 1997
Skills
Forecasting, Management, Leadership, Business Analysis, Operations Management, Budgets, Business Development, Business Strategy, Analysis, New Business Development, Project Planning, Performance Management, Sales, Coaching, Supply Chain, Digital Media, Publishing, Strategic Planning, Project Management, Cross-functional Team..., Analytics, Finance, Strategy, B2B, Presentations, P&L Management
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Management & Finance
Fordham University 2008 — 2009
BA, Organizational Leadership
Colegio Ponceno 1987 — 1992
High School
Skyhorse Publishing April 2014 - Present
The Walt Disney Company, Hyperion Books 2004 - 2013
The Walt Disney Company, Hyperion Books 2003 - 2004
The Walt Disney Company, Hyperion Books 2002 - 2003
The Walt Disney Company, Hyperion Books 2001 - 2002
The Walt Disney Company, Hyperion Books 2000 - 2001
The Walt Disney Company, Hyperion Books 1999 - 2000
Scudder Investments May 1997 - December 1998
Staples May 1993 - April 1997
Skills
Forecasting, Management, Leadership, Business Analysis, Operations Management, Budgets, Business Development, Business Strategy, Analysis, New Business Development, Project Planning, Performance Management, Sales, Coaching, Supply Chain, Digital Media, Publishing, Strategic Planning, Project Management, Cross-functional Team..., Analytics, Finance, Strategy, B2B, Presentations, P&L Management
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Management & Finance
Fordham University 2008 — 2009
BA, Organizational Leadership
Colegio Ponceno 1987 — 1992
High School
Jesse Oman Jesse Oman's Scudder Investments Experience 2000 - 2002
Job Assistant Commissioner, Projects & Initiatives
Industry Information Technology and Services
Experience
State of Minnesota July 2012 - Present
BioScrip February 2010 - July 2012
BioScrip June 2008 - February 2010
Deutsche Asset Management 2007 - June 2008
Deutsche Asset Management 2006 - 2007
Deutsche Asset Management 2004 - 2006
Deutsche Asset Management 2002 - 2004
Scudder Investments 2000 - 2002
Zurich Scudder Investments February 1999 - 2000
Skills
Portfolio Management, Budgeting, Data Warehousing, SDLC, Vendor Management, Business Analysis, Process Improvement, Program Management, MS Project, Application Development, Business Process..., Team Leadership, Team Building, Outsourcing, Problem Solving, Integration, Software Project..., IT Strategy, PMP, Healthcare, Project Management, IT Management, Visio, Business Intelligence, Management, PMO, Agile Methodologies, Software Development, Budgets, Mergers & Acquisitions, Team Management, Organizational..., Organizational..., Distributed Team..., Virtual Teams, CRM, Analysis, Quality Assurance, Leadership, Project Planning, Enterprise Software, Databases, Strategy, Security, E-commerce, Governance, Enterprise Architecture, Cross-functional Team..., Change Management, Access
Education
DePaul University 2001 — 2005
Masters of Science
Knox College 1992 — 1996
B.A.
State of Minnesota July 2012 - Present
BioScrip February 2010 - July 2012
BioScrip June 2008 - February 2010
Deutsche Asset Management 2007 - June 2008
Deutsche Asset Management 2006 - 2007
Deutsche Asset Management 2004 - 2006
Deutsche Asset Management 2002 - 2004
Scudder Investments 2000 - 2002
Zurich Scudder Investments February 1999 - 2000
Skills
Portfolio Management, Budgeting, Data Warehousing, SDLC, Vendor Management, Business Analysis, Process Improvement, Program Management, MS Project, Application Development, Business Process..., Team Leadership, Team Building, Outsourcing, Problem Solving, Integration, Software Project..., IT Strategy, PMP, Healthcare, Project Management, IT Management, Visio, Business Intelligence, Management, PMO, Agile Methodologies, Software Development, Budgets, Mergers & Acquisitions, Team Management, Organizational..., Organizational..., Distributed Team..., Virtual Teams, CRM, Analysis, Quality Assurance, Leadership, Project Planning, Enterprise Software, Databases, Strategy, Security, E-commerce, Governance, Enterprise Architecture, Cross-functional Team..., Change Management, Access
Education
DePaul University 2001 — 2005
Masters of Science
Knox College 1992 — 1996
B.A.
Guy C. Holbrook, IV, CFA's Scudder Investments Experience 1991 - 1998
Job Principal and CoFounder at Tidegate Capital
Industry Investment Management
Experience
Tidegate Capital October 2014 - Present
Pearl Capital Investments, LLC March 2014 - Present
Duxbury Bay Maritime School December 2013 - Present
Columbia Management August 2012 - February 2014
Columbia Management October 1998 - August 2012
Scudder Investments 1991 - 1998
Scudder Investments 1991 - 1998
MFS Investment Management 1987 - 1989
Skills
Asset Allocation, Bloomberg, Mutual Funds, Asset Managment, Fixed Income, Portfolio Management, Investments, Wealth Management, Trading, Financial Analysis, Investment Strategies, Risk Management, Morningstar, Financial Modeling, Bonds, Emerging Markets, Credit, Investment Management, Investment Advisory, Asset Management, Insurance, Financial Risk, Management
Education
Colby College 1982 — 1986
Bachelor of Arts (B.A.), Economics
University of Arizona 1985 — 1985
Statistics
Tidegate Capital October 2014 - Present
Pearl Capital Investments, LLC March 2014 - Present
Duxbury Bay Maritime School December 2013 - Present
Columbia Management August 2012 - February 2014
Columbia Management October 1998 - August 2012
Scudder Investments 1991 - 1998
Scudder Investments 1991 - 1998
MFS Investment Management 1987 - 1989
Skills
Asset Allocation, Bloomberg, Mutual Funds, Asset Managment, Fixed Income, Portfolio Management, Investments, Wealth Management, Trading, Financial Analysis, Investment Strategies, Risk Management, Morningstar, Financial Modeling, Bonds, Emerging Markets, Credit, Investment Management, Investment Advisory, Asset Management, Insurance, Financial Risk, Management
Education
Colby College 1982 — 1986
Bachelor of Arts (B.A.), Economics
University of Arizona 1985 — 1985
Statistics
Elizabeth Stevens Elizabeth Stevens's Scudder Investments Experience May 1997 - September 1998
Job Senior Compensation Consultant at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt October 2006 - Present
Watson Wyatt 2004 - 2006
University of Miami August 2001 - October 2004
Arthur Andersen January 2001 - May 2002
PricewaterhouseCoopers June 1999 - December 2000
Scudder Investments May 1997 - September 1998
Skills
Sales, Human Resources, Performance Management, Deferred Compensation, Executive Pay, Strategic Planning, Incentive Programs, Employee Benefits, Management, Business Strategy, Consulting, Compensation & Benefit, Remuneration, HR Consulting
Education
University of Miami - School of Business 2002 — 2003
MBA, Operations Management, Quality Managment
University of Massachusetts, Amherst 1996 — 1999
1999, Business, Finance
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Business, Economics
Lynnfield High School
Lynnfield High School
Aon Hewitt October 2006 - Present
Watson Wyatt 2004 - 2006
University of Miami August 2001 - October 2004
Arthur Andersen January 2001 - May 2002
PricewaterhouseCoopers June 1999 - December 2000
Scudder Investments May 1997 - September 1998
Skills
Sales, Human Resources, Performance Management, Deferred Compensation, Executive Pay, Strategic Planning, Incentive Programs, Employee Benefits, Management, Business Strategy, Consulting, Compensation & Benefit, Remuneration, HR Consulting
Education
University of Miami - School of Business 2002 — 2003
MBA, Operations Management, Quality Managment
University of Massachusetts, Amherst 1996 — 1999
1999, Business, Finance
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Business, Economics
Lynnfield High School
Lynnfield High School
Mari L. McCarthy's Scudder Investments Experience January 1996 - May 1998
Job The Journaling Transformation Guide. Author. Singer/Songwriter.
Industry Health, Wellness and Fitness
Experience
www.CreateWriteNow.com January 2007 - Present
CWN Productions December 2005 - Present
Scudder Investments January 1996 - May 1998
Triad Resources September 1985 - December 1995
Alexander Proudfoot Consulting January 1977 - April 1983
Skills
Journaling, Personal Development, Problem Solving, Counselling, Self-esteem, Stress Management, Counseling Psychology, Business Planning, Journals, Digital Journalism, Website Development, Online Publishing, Wellness, Organizational..., Employee Training, Change Management, Coaching, Meditation, Published Author, Blogging, Newsletters, Healing, Life Coaching, Management, Wellness Coaching, Writing, Books, Psychotherapy, Psychology, Therapists, Lifestyle, Publications, Public Speaking, Social Networking, Workshop Facilitation, Creative Writing, Ghostwriting, Entrepreneurship, Freelance Writing, Motivational Speaking, Creative Writer, Poetry, Publicity, Copywriting, Blogger, YouTube, Publishing, Content Development, Magazine Articles, Web Content
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
Organization Development
Duquesne University 1969 — 1973
B.A., Journalism/ Psychology
www.CreateWriteNow.com January 2007 - Present
CWN Productions December 2005 - Present
Scudder Investments January 1996 - May 1998
Triad Resources September 1985 - December 1995
Alexander Proudfoot Consulting January 1977 - April 1983
Skills
Journaling, Personal Development, Problem Solving, Counselling, Self-esteem, Stress Management, Counseling Psychology, Business Planning, Journals, Digital Journalism, Website Development, Online Publishing, Wellness, Organizational..., Employee Training, Change Management, Coaching, Meditation, Published Author, Blogging, Newsletters, Healing, Life Coaching, Management, Wellness Coaching, Writing, Books, Psychotherapy, Psychology, Therapists, Lifestyle, Publications, Public Speaking, Social Networking, Workshop Facilitation, Creative Writing, Ghostwriting, Entrepreneurship, Freelance Writing, Motivational Speaking, Creative Writer, Poetry, Publicity, Copywriting, Blogger, YouTube, Publishing, Content Development, Magazine Articles, Web Content
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
Organization Development
Duquesne University 1969 — 1973
B.A., Journalism/ Psychology
Cindy Joyce's Scudder Investments Experience August 1992 - August 1995
Job Founder at Pillar Search
Industry Human Resources
Experience
Pillar Search August 2015 - Present
Executive Recruiting and Human Resources Consultant July 2010 - Present
Lois L. Lindauer Searches, LLC August 2013 - April 2015
Harvard Law School August 2011 - October 2012
FundQuest January 2006 - June 2010
The Kessler Group August 2004 - January 2006
State Street Research & Management May 2000 - August 2004
COPLEY FINANCIAL GROUP January 1999 - May 2000
PDG (Knowledge Impact) August 1995 - January 1999
Scudder Investments August 1992 - August 1995
Skills
Direct Recruiting, Performance Management, Strategic Planning, Writing, MBTI Certified, Coaching, Constructive Feedback, Organizational..., Organizational..., Negotiation, Relationship Developer, Retention Strategies, Change Management, Training & Development, Talent Management, Executive Coaching, Volunteer Management, Volunteer Training, Corporate Communications, Social Media, Social Networking, Blogging, MBTI, Recruiting, Onboarding, Employee Training, Employee Engagement, Management, Leadership Development, Training, Succession Planning, Employee Benefits, Team Building, Human Resources, Personnel Management, Strategy, Workforce Planning, Leadership, Talent Acquisition
Education
Lesley University
M.S., Organizational Development
Regis College
B.S., Psychology
Pillar Search August 2015 - Present
Executive Recruiting and Human Resources Consultant July 2010 - Present
Lois L. Lindauer Searches, LLC August 2013 - April 2015
Harvard Law School August 2011 - October 2012
FundQuest January 2006 - June 2010
The Kessler Group August 2004 - January 2006
State Street Research & Management May 2000 - August 2004
COPLEY FINANCIAL GROUP January 1999 - May 2000
PDG (Knowledge Impact) August 1995 - January 1999
Scudder Investments August 1992 - August 1995
Skills
Direct Recruiting, Performance Management, Strategic Planning, Writing, MBTI Certified, Coaching, Constructive Feedback, Organizational..., Organizational..., Negotiation, Relationship Developer, Retention Strategies, Change Management, Training & Development, Talent Management, Executive Coaching, Volunteer Management, Volunteer Training, Corporate Communications, Social Media, Social Networking, Blogging, MBTI, Recruiting, Onboarding, Employee Training, Employee Engagement, Management, Leadership Development, Training, Succession Planning, Employee Benefits, Team Building, Human Resources, Personnel Management, Strategy, Workforce Planning, Leadership, Talent Acquisition
Education
Lesley University
M.S., Organizational Development
Regis College
B.S., Psychology
Colleen Nicastro Colleen Nicastro's Scudder Investments Experience 1995 - 1997
Job Mergers and Acquisitions Senior Manager North America Applications
Industry Computer Software
Experience
Oracle December 2013 - Present
Oracle Corporation February 2010 - December 2013
Sun Microsystems November 1996 - February 2010
Sun Microsystems 1996 - February 2010
Sun Microsystems 2000 - 2005
Sun Microsystems 1999 - 2000
Sun Microsystems 1998 - 1999
Sun Microsystems 1997 - 1998
Scudder Investments 1995 - 1997
Skills
Mergers & Acquisitions, CRM, Program Management, Business Intelligence, Sales Operations, Management, Process Improvement, Solution Selling, Cross-functional Team..., Sales Management, Professional Services, Sales Enablement, Change Management, SaaS, Cloud Computing, Leadership, Business Analysis, Enterprise Software, Team Management, Team Leadership, Business Planning, Team Building, Business Process..., Siebel, Channel, Operations Management, Sales, Sales Process, People Management, Partner Engagement, Sales Pipeline..., Productivity Tools, CRM software, Training/Mentoring, Sales Initiatives, Business Management, Six Sigma, Mentoring, Sales Support, PMP, Coaching, Organizational..., Organizational..., Global Operations, Talent Management, Deal Management, Advisory Boards
Education
George Mason University - School of Management 2012 — 2012
Oracle Executive Development Program
Franklin Pierce University 2002 — 2004
MBA, Leadership
Franklin Pierce College 1992 — 2004
BS, Business
Hesser College 1989 — 1991
AA, Paralegal
Oracle December 2013 - Present
Oracle Corporation February 2010 - December 2013
Sun Microsystems November 1996 - February 2010
Sun Microsystems 1996 - February 2010
Sun Microsystems 2000 - 2005
Sun Microsystems 1999 - 2000
Sun Microsystems 1998 - 1999
Sun Microsystems 1997 - 1998
Scudder Investments 1995 - 1997
Skills
Mergers & Acquisitions, CRM, Program Management, Business Intelligence, Sales Operations, Management, Process Improvement, Solution Selling, Cross-functional Team..., Sales Management, Professional Services, Sales Enablement, Change Management, SaaS, Cloud Computing, Leadership, Business Analysis, Enterprise Software, Team Management, Team Leadership, Business Planning, Team Building, Business Process..., Siebel, Channel, Operations Management, Sales, Sales Process, People Management, Partner Engagement, Sales Pipeline..., Productivity Tools, CRM software, Training/Mentoring, Sales Initiatives, Business Management, Six Sigma, Mentoring, Sales Support, PMP, Coaching, Organizational..., Organizational..., Global Operations, Talent Management, Deal Management, Advisory Boards
Education
George Mason University - School of Management 2012 — 2012
Oracle Executive Development Program
Franklin Pierce University 2002 — 2004
MBA, Leadership
Franklin Pierce College 1992 — 2004
BS, Business
Hesser College 1989 — 1991
AA, Paralegal
Patricia Garrity Patricia Garrity's Scudder Investments Experience February 1990 - January 2000
Job Vice President Talent at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Garrity Consulting January 2000 - April 2007
Scudder Investments February 1990 - January 2000
Wang Laboratories January 1982 - January 1990
Skills
Performance Consulting, Financial Services, Talent Management, Change Management, Performance Management, Organizational..., Leadership Development, Succession Planning, Needs Analysis, Program Management, Relationship Management, Management Consulting, Coaching, Organizational..., Strategic Planning, Training Delivery, Executive Coaching, Workshop Facilitation, Blended Learning, Team Leadership, Organizational Design, Instructional Design, Vendor Management, Recruiting, Budgets, Virtual Teams, Building Relationships, Stakeholder Engagement, Project Management, Interviews, Consulting, Management Development, Employee Engagement, Executive Management, 360 Feedback, Career Development, Onboarding, Workforce Planning, Executive Development, Performance Improvement, E-Learning, MBTI, Leadership, Learning Management, Training, Human Resources, Employee Training, Employee Relations, Employee Benefits
Education
Lesley University 1992 — 1993
MS, Training & Development
Regis College 1976 — 1982
BA, English and Communications
Fidelity Investments 2007 - Present
Garrity Consulting January 2000 - April 2007
Scudder Investments February 1990 - January 2000
Wang Laboratories January 1982 - January 1990
Skills
Performance Consulting, Financial Services, Talent Management, Change Management, Performance Management, Organizational..., Leadership Development, Succession Planning, Needs Analysis, Program Management, Relationship Management, Management Consulting, Coaching, Organizational..., Strategic Planning, Training Delivery, Executive Coaching, Workshop Facilitation, Blended Learning, Team Leadership, Organizational Design, Instructional Design, Vendor Management, Recruiting, Budgets, Virtual Teams, Building Relationships, Stakeholder Engagement, Project Management, Interviews, Consulting, Management Development, Employee Engagement, Executive Management, 360 Feedback, Career Development, Onboarding, Workforce Planning, Executive Development, Performance Improvement, E-Learning, MBTI, Leadership, Learning Management, Training, Human Resources, Employee Training, Employee Relations, Employee Benefits
Education
Lesley University 1992 — 1993
MS, Training & Development
Regis College 1976 — 1982
BA, English and Communications
Gregg Comeaux Gregg Comeaux's Scudder Investments Experience December 1999 - 2005
Job Regional Vice President at Bluerock Capital Markets
Industry Financial Services
Experience
Bluerock Real Estate June 2015 - Present
New York Life & MainStay Investments July 2014 - May 2015
Swank Capital, LLC August 2011 - July 2014
Pine Point Commodities Group July 2010 - August 2011
Deutsche Bank 2005 - April 2010
Scudder Investments December 1999 - 2005
Continental Grain June 1994 - January 1999
Stein Roe & Farnham 1998 - 1999
Skills
Asset Managment, Hedge Funds, Mutual Funds
Education
DePaul University
BA, Marketing
DePaul University
Bluerock Real Estate June 2015 - Present
New York Life & MainStay Investments July 2014 - May 2015
Swank Capital, LLC August 2011 - July 2014
Pine Point Commodities Group July 2010 - August 2011
Deutsche Bank 2005 - April 2010
Scudder Investments December 1999 - 2005
Continental Grain June 1994 - January 1999
Stein Roe & Farnham 1998 - 1999
Skills
Asset Managment, Hedge Funds, Mutual Funds
Education
DePaul University
BA, Marketing
DePaul University
Greg Phillips, CFA Greg Phillips, CFA's Scudder Investments Experience January 1999 - January 2002
Job Vice President, National Accounts at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price September 2012 - Present
RidgeWorth Capital Management September 2005 - August 2012
T. Rowe Price January 2002 - September 2005
Scudder Investments January 1999 - January 2002
AMVESCAP/INVESCO 1996 - 1999
Education
University of Georgia - Terry College of Business 1989 — 1992
BBA, Accounting
Illinois State University 1987 — 1989
Accounting
T. Rowe Price September 2012 - Present
RidgeWorth Capital Management September 2005 - August 2012
T. Rowe Price January 2002 - September 2005
Scudder Investments January 1999 - January 2002
AMVESCAP/INVESCO 1996 - 1999
Education
University of Georgia - Terry College of Business 1989 — 1992
BBA, Accounting
Illinois State University 1987 — 1989
Accounting
Peter Heskin Peter Heskin's Scudder Investments Experience June 2000 - July 2002
Job Merchandising Manager at Barrett's Technology Solutions
Industry Consumer Electronics
Experience
Barrett's Technology Solutions August 2002 - Present
Scudder Investments June 2000 - July 2002
Skills
Forecasting, Product Marketing, Sales, Sales Management, Sales Operations, Account Management, Product Management, Product Development, Negotiation, Strategic Partnerships, Team Building, Strategic Planning, Market Analysis, Competitive Analysis, Marketing Strategy, Marketing, Pricing, Vendors, Purchasing Negotiation, International Sales, Consumer Electronics, Direct Sales, New Business Development, Business Development, Key Account Management, Selling, Contract Negotiation, Business Planning, Management, Business Strategy, Home Theater, Merchandising, B2B, Budgets, P&L Management, Leadership, Product Launch, Sales Presentations, Salesforce.com, Home Automation, Analysis, Marketing Management, Market Planning, Cross-functional Team..., Income Statement, Sales Process, Key Account Development
Education
Lewis University 1996 — 2000
Finance, Economics
Barrett's Technology Solutions August 2002 - Present
Scudder Investments June 2000 - July 2002
Skills
Forecasting, Product Marketing, Sales, Sales Management, Sales Operations, Account Management, Product Management, Product Development, Negotiation, Strategic Partnerships, Team Building, Strategic Planning, Market Analysis, Competitive Analysis, Marketing Strategy, Marketing, Pricing, Vendors, Purchasing Negotiation, International Sales, Consumer Electronics, Direct Sales, New Business Development, Business Development, Key Account Management, Selling, Contract Negotiation, Business Planning, Management, Business Strategy, Home Theater, Merchandising, B2B, Budgets, P&L Management, Leadership, Product Launch, Sales Presentations, Salesforce.com, Home Automation, Analysis, Marketing Management, Market Planning, Cross-functional Team..., Income Statement, Sales Process, Key Account Development
Education
Lewis University 1996 — 2000
Finance, Economics
K. Michael Hudnall K. Michael Hudnall's Scudder Investments Experience 1998 - 1999
Job CEO, KMH Global Consulting LLC, MBA, JD, Global DC Pension Strategist, L/T Savings, Insurance, Mutual Funds
Industry Financial Services
Experience
KMH Global Consulting, LLC 2010 - Present
American International Group 2005 - 2009
INVESCO 1999 - 2004
Scudder Investments 1998 - 1999
Fidelity Investments 1990 - 1998
Skills
Global Pensions..., Employee Benefits, Business Unit Start-up, Operations Management, International Project..., Business Process..., 401k Recordkeeping, Defined Contribution, Business Strategy, Global Business Planning, Business Process Design, Customer Service, Relationship Management, Worksite Marketing, Workflow Management, Project Management, Product Management, Mutual funds, Call center start-up, Call Center..., Transfer Agency, Wealth Management, Series 7, Securities, Staff Development, Investments, Strategy, Pensions, 401k, Marketing, Mutual Funds, Program Management, Management Consulting, Executive Management, Asset Management, Risk Management, Financial Services, Management
Education
Duquesne University School of Law
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
University of Toledo
BA, Government
KMH Global Consulting, LLC 2010 - Present
American International Group 2005 - 2009
INVESCO 1999 - 2004
Scudder Investments 1998 - 1999
Fidelity Investments 1990 - 1998
Skills
Global Pensions..., Employee Benefits, Business Unit Start-up, Operations Management, International Project..., Business Process..., 401k Recordkeeping, Defined Contribution, Business Strategy, Global Business Planning, Business Process Design, Customer Service, Relationship Management, Worksite Marketing, Workflow Management, Project Management, Product Management, Mutual funds, Call center start-up, Call Center..., Transfer Agency, Wealth Management, Series 7, Securities, Staff Development, Investments, Strategy, Pensions, 401k, Marketing, Mutual Funds, Program Management, Management Consulting, Executive Management, Asset Management, Risk Management, Financial Services, Management
Education
Duquesne University School of Law
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
University of Toledo
BA, Government
Dave Secor Dave Secor's Scudder Investments Experience March 1988 - August 1998
Job Director of Finance and Operations
Industry Education Management
Experience
Touchstone Community School November 2008 - June 2013
Wellington Management Company, LLP August 2003 - January 2008
IXIS Asset Management September 1998 - July 2003
Scudder Investments March 1988 - August 1998
Skills
Strategy, Management, Business Strategy, Securities, CRM, Risk Management, Mutual Funds
Education
Lake Forest College 1983 — 1987
BA, Finance and Marketing
Touchstone Community School November 2008 - June 2013
Wellington Management Company, LLP August 2003 - January 2008
IXIS Asset Management September 1998 - July 2003
Scudder Investments March 1988 - August 1998
Skills
Strategy, Management, Business Strategy, Securities, CRM, Risk Management, Mutual Funds
Education
Lake Forest College 1983 — 1987
BA, Finance and Marketing
Mark Casady's Scudder Investments Experience 1994 - 2002
Job Chairman & CEO at LPL Financial
Industry Financial Services
Experience
LPL Financial 2002 - Present
Citizens Bank 2014 - 2015
Citizens Bank 2014 - 2015
Scudder Investments 1994 - 2002
Northern Trust 1982 - 1993
Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Investments, Asset Managment, Series 63, Investment Advisory, Asset Allocation, Securities, Retirement Planning, Investment Strategies, FINRA, 401k, Asset Management, Broker-Dealer, ETFs, Equities, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Management, Pensions, Portfolio Management, Private Equity, Retirement, Series 24, Wealth Management..., Bonds, Team Leadership, Team Building, Organizational..., Marketing, Leadership, Executive Management, Accountability
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
LPL Financial 2002 - Present
Citizens Bank 2014 - 2015
Citizens Bank 2014 - 2015
Scudder Investments 1994 - 2002
Northern Trust 1982 - 1993
Skills
Series 7, Mutual Funds, Alternative Investments, Wealth Management, Investments, Asset Managment, Series 63, Investment Advisory, Asset Allocation, Securities, Retirement Planning, Investment Strategies, FINRA, 401k, Asset Management, Broker-Dealer, ETFs, Equities, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Management, Pensions, Portfolio Management, Private Equity, Retirement, Series 24, Wealth Management..., Bonds, Team Leadership, Team Building, Organizational..., Marketing, Leadership, Executive Management, Accountability
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance
Kimberly Anwar Kimberly Anwar's Scudder Investments Experience July 1997 - March 1999
Job Owner / President Magic Family Getaways LLC
Industry Leisure, Travel & Tourism
Experience
Magic Family Getaways LLC Vice President, Sales U.S. Fund DistributionAmundiDecember 2014 - July 2015
BNP Paribas 1999 - 2007
Scudder Investments July 1997 - March 1999
The Chart Group, L.P. August 1995 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Structured Products, Bloomberg, Asset Allocation, Middle Office, Financial Markets
Education
Drexel University 1988 — 1992
Bachelor of Science (B.S.), International Business
Magic Family Getaways LLC Vice President, Sales U.S. Fund DistributionAmundiDecember 2014 - July 2015
BNP Paribas 1999 - 2007
Scudder Investments July 1997 - March 1999
The Chart Group, L.P. August 1995 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Structured Products, Bloomberg, Asset Allocation, Middle Office, Financial Markets
Education
Drexel University 1988 — 1992
Bachelor of Science (B.S.), International Business
Gessica Tortolano's Scudder Investments Experience January 1996 - September 1999
Job Associate Creative Director, Experience Design at SapientNitro
Industry Design
Experience
SapientNitro June 2010 - Present
World Avenue October 2005 - August 2010
TrialGraphix February 2003 - October 2005
Digitas September 1999 - April 2002
Scudder Investments January 1996 - September 1999
Skills
User Experience, User Interface Design, Information Architecture, E-commerce, SEO, Usability Testing, User-centered Design, Usability, Online Marketing, Mobile Devices, User Interface, Wireframes, Product Development, User Research, Digital Strategy, Information Design, Persona, Web Development, Experience Design, Web Applications, Strategy, Interaction Design, Interactive Advertising, Web Analytics, Social Media, Mobile Applications, Advertising, Creative Direction, Digital Marketing, Analytics, Online Advertising
Education
Emerson College 1992 — 1995
Bachelor Degree, Advertising
Emerson International Institute of Communications the Netherlands 1993 — 1994
International Certificate of Marketing Studies, Advertising & Marketing
SapientNitro June 2010 - Present
World Avenue October 2005 - August 2010
TrialGraphix February 2003 - October 2005
Digitas September 1999 - April 2002
Scudder Investments January 1996 - September 1999
Skills
User Experience, User Interface Design, Information Architecture, E-commerce, SEO, Usability Testing, User-centered Design, Usability, Online Marketing, Mobile Devices, User Interface, Wireframes, Product Development, User Research, Digital Strategy, Information Design, Persona, Web Development, Experience Design, Web Applications, Strategy, Interaction Design, Interactive Advertising, Web Analytics, Social Media, Mobile Applications, Advertising, Creative Direction, Digital Marketing, Analytics, Online Advertising
Education
Emerson College 1992 — 1995
Bachelor Degree, Advertising
Emerson International Institute of Communications the Netherlands 1993 — 1994
International Certificate of Marketing Studies, Advertising & Marketing
Cynthia Lo Bessette Cynthia Lo Bessette's Scudder Investments Experience 1998 - 2001
Job SVP, Deputy General Counsel at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
OppenheimerFunds March 2015 - Present
Jennison Associates LLC February 2012 - March 2015
Lord Abbett April 2008 - February 2012
Mercer Investments 2005 - 2008
Dimensional Fund Advisors 2004 - 2005
UBS Global Asset Management 2001 - 2004
Scudder Investments 1998 - 2001
Shearman & Sterling 1996 - 1998
Whitman Breed Abbott & Morgan 1995 - 1996
Skills
Securities Regulation, Capital Markets, Hedge Funds, Securities, Asset Managment, Corporate Law, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Corporate Governance, Due Diligence, Private Equity, Asset Management, Financial Services
Education
Fordham University School of Law 1992 — 1995
JD
University of Michigan 1987 — 1991
BA
Lorie Davis Lorie Davis's Scudder Investments Experience 1998 - 2000
Job Board Member
Industry Nonprofit Organization Management
Experience
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Lucas Mason's Scudder Investments Experience January 1999 - July 1999
Job Executive Vice President and General Manager at Imprex International, Inc.
Industry Medical Devices
Experience
Imprex International, Inc. July 1999 - Present
Scudder Investments January 1999 - July 1999
Skills
International Shipping, Process Improvement, Leadership, Strategic Planning, Marketing, Management, Marketing Strategy, New Business Development, Sales, Budgets, Program Management, Cross-functional Team..., Strategy, Pricing, Logistics, Human Resources, Analysis, Manufacturing, Customer Service, Business Development, Start-ups, Competitive Analysis, Product Development, Account Management, Finance, Contract Negotiation, Sales Operations, CRM, Product Management, Product Marketing, Forecasting, Business Planning, Team Building, Financial Analysis, Change Management, Strategic Partnerships, Business Strategy, Sales Management, Operations Management, Mergers & Acquisitions
Education
Northwestern University 2011 — 2012
MS - Master of Science in Communication (MSC), Communication Strategy, Leadership
Loyola University of Chicago 1995 — 1999
BBA - Bachelor of Business Administration, Marketing
Northwestern University - Kellogg School of Management
Certificate, Finance and Valuation
Quinlan School of Business, Loyola University Chicago
Certificate, Logistics and Supply Chain Management
Imprex International, Inc. July 1999 - Present
Scudder Investments January 1999 - July 1999
Skills
International Shipping, Process Improvement, Leadership, Strategic Planning, Marketing, Management, Marketing Strategy, New Business Development, Sales, Budgets, Program Management, Cross-functional Team..., Strategy, Pricing, Logistics, Human Resources, Analysis, Manufacturing, Customer Service, Business Development, Start-ups, Competitive Analysis, Product Development, Account Management, Finance, Contract Negotiation, Sales Operations, CRM, Product Management, Product Marketing, Forecasting, Business Planning, Team Building, Financial Analysis, Change Management, Strategic Partnerships, Business Strategy, Sales Management, Operations Management, Mergers & Acquisitions
Education
Northwestern University 2011 — 2012
MS - Master of Science in Communication (MSC), Communication Strategy, Leadership
Loyola University of Chicago 1995 — 1999
BBA - Bachelor of Business Administration, Marketing
Northwestern University - Kellogg School of Management
Certificate, Finance and Valuation
Quinlan School of Business, Loyola University Chicago
Certificate, Logistics and Supply Chain Management
Skip Perham's Scudder Investments Experience January 1994 - August 1996
Job Director of Marketing, Comcast SportsNet New England
Industry Marketing and Advertising
Experience
Comcast SportsNet New England March 2010 - Present
Suffolk University January 2011 - Present
NECN March 2010 - October 2013
CSN New England August 2007 - May 2010
FSN New England 2003 - 2007
Clarke & Company 2001 - 2003
Jackson & Company 1998 - 2001
Salem News September 1992 - September 1998
OTC Communications August 1996 - January 1998
Scudder Investments January 1994 - August 1996
Skills
Ability to work under..., Crisis Communications, Public Relations, Marketing, Strategic Planning, Social Media Integration, Advertising
Education
Emerson College 1994 — 1998
MA, Management Communications and Public Relations
Massachusetts College of Liberal Arts 1988 — 1992
Bachelor of Arts, English/communications, Journalism
Saugus High School 1986 — 1988
Comcast SportsNet New England March 2010 - Present
Suffolk University January 2011 - Present
NECN March 2010 - October 2013
CSN New England August 2007 - May 2010
FSN New England 2003 - 2007
Clarke & Company 2001 - 2003
Jackson & Company 1998 - 2001
Salem News September 1992 - September 1998
OTC Communications August 1996 - January 1998
Scudder Investments January 1994 - August 1996
Skills
Ability to work under..., Crisis Communications, Public Relations, Marketing, Strategic Planning, Social Media Integration, Advertising
Education
Emerson College 1994 — 1998
MA, Management Communications and Public Relations
Massachusetts College of Liberal Arts 1988 — 1992
Bachelor of Arts, English/communications, Journalism
Saugus High School 1986 — 1988
Ben Thorndike's Scudder Investments Experience 1983 - 2000
Job Alternative Investments Leader at Mercer
Industry Capital Markets
Experience
Mercer August 2015 - Present
FOC Partners October 2012 - June 2015
Huntsman Gay Global Capital March 2010 - October 2012
Bain Capital 2005 - January 2010
Wellington Management Company 2002 - 2005
State Street Research & Management 2000 - 2002
Scudder Investments 1983 - 2000
Bank of Boston 1980 - 1983
Pine Brook Country Club 1979 - 1980
Skills
Private Equity, Hedge Funds, Relationship Management, Sales, Asset Management, Asset Allocation, Equities, Credit, Team Leadership, Venture Capital, Investments, Strategic Planning, Marketing
Education
Colby College 1975 — 1979
BA
Milton Academy 1968 — 1974
Mercer August 2015 - Present
FOC Partners October 2012 - June 2015
Huntsman Gay Global Capital March 2010 - October 2012
Bain Capital 2005 - January 2010
Wellington Management Company 2002 - 2005
State Street Research & Management 2000 - 2002
Scudder Investments 1983 - 2000
Bank of Boston 1980 - 1983
Pine Brook Country Club 1979 - 1980
Skills
Private Equity, Hedge Funds, Relationship Management, Sales, Asset Management, Asset Allocation, Equities, Credit, Team Leadership, Venture Capital, Investments, Strategic Planning, Marketing
Education
Colby College 1975 — 1979
BA
Milton Academy 1968 — 1974
Ken Conway's Scudder Investments Experience 2002 - 2003
Job HERO Program : Business Development
Industry Financial Services
Experience
Renovate America September 2014 - Present
Renovate America July 2014 - September 2014
Renovate America June 2012 - July 2014
Renovate America November 2011 - June 2012
Lifetime Financial Advisors, Inc. May 2008 - November 2011
American Money Management April 2006 - April 2008
THE Group November 2005 - November 2006
Financial Planner February 2005 - March 2006
Deutsche Bank April 2002 - August 2003
Scudder Investments 2002 - 2003
Skills
Asset Managment, Investments, Finance, Strategic Financial..., Asset Management, Management, Loans, Mortgage Lending, Energy, Business Strategy, Negotiation, Portfolio Management, Start-ups, Wealth Management, Real Estate, Insurance, Venture Capital, Mutual Funds, Valuation, Entrepreneurship, Financial Advisory, Analysis, Retirement Planning, Sales, Investment Strategies, Sales Operations, Credit, Retirement, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Executive Management, Due Diligence, Business Planning, Alternative Investments, Private Equity, Banking, Project Finance, Investment Advisory, Corporate Finance, Equities, Financial Markets, Financial Planning
Education
DePaul University 2002 — 2004
MBA, Finance
St. Xavier University 1999 — 2001
MIS, Business and Computer
Renovate America September 2014 - Present
Renovate America July 2014 - September 2014
Renovate America June 2012 - July 2014
Renovate America November 2011 - June 2012
Lifetime Financial Advisors, Inc. May 2008 - November 2011
American Money Management April 2006 - April 2008
THE Group November 2005 - November 2006
Financial Planner February 2005 - March 2006
Deutsche Bank April 2002 - August 2003
Scudder Investments 2002 - 2003
Skills
Asset Managment, Investments, Finance, Strategic Financial..., Asset Management, Management, Loans, Mortgage Lending, Energy, Business Strategy, Negotiation, Portfolio Management, Start-ups, Wealth Management, Real Estate, Insurance, Venture Capital, Mutual Funds, Valuation, Entrepreneurship, Financial Advisory, Analysis, Retirement Planning, Sales, Investment Strategies, Sales Operations, Credit, Retirement, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Executive Management, Due Diligence, Business Planning, Alternative Investments, Private Equity, Banking, Project Finance, Investment Advisory, Corporate Finance, Equities, Financial Markets, Financial Planning
Education
DePaul University 2002 — 2004
MBA, Finance
St. Xavier University 1999 — 2001
MIS, Business and Computer
Patrick Coyne Patrick Coyne's Scudder Investments Experience 1992 - 1997
Job Managing Director, Head of Marketing at Alpine Funds
Industry Financial Services
Experience
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Bill Thomas Bill Thomas's Scudder Investments Experience 1997 - 2000
Job Chief Administrative Officer
Industry Financial Services
Experience
Wedgewood Partners Inc August 2015 - Present
ETF Securities December 2014 - Present
ActiveETF Partners, LLC June 2011 - August 2015
Grail Advisors LLC May 2008 - May 2011
Charles Schwab 2000 - 2008
Scudder Investments 1997 - 2000
SSgA 1994 - 1997
Skills
Hedge Funds, Mutual Funds, Series 63, Series 7, Equities, ETFs, Unified Managed Accounts, Closed-end Funds, Sales Management, Entrepreneur, Start-up Ventures
Education
Lake Forest College 1981 — 1985
BA
Gilman School 1968 — 1981
Wedgewood Partners Inc August 2015 - Present
ETF Securities December 2014 - Present
ActiveETF Partners, LLC June 2011 - August 2015
Grail Advisors LLC May 2008 - May 2011
Charles Schwab 2000 - 2008
Scudder Investments 1997 - 2000
SSgA 1994 - 1997
Skills
Hedge Funds, Mutual Funds, Series 63, Series 7, Equities, ETFs, Unified Managed Accounts, Closed-end Funds, Sales Management, Entrepreneur, Start-up Ventures
Education
Lake Forest College 1981 — 1985
BA
Gilman School 1968 — 1981
Matthew Ching Matthew Ching's Scudder Investments Experience March 1996 - March 2002
Job Marketing Manager, BlackRock
Industry Marketing and Advertising
Experience
BlackRock July 2007 - Present
Circles Company Associates July 2004 - July 2007
Scudder Investments March 1996 - March 2002
Skills
Direct Mail, Marketing Communications, Relationship Management, Lead Generation, Direct Marketing, Series 7, Mutual Funds, Integrated Marketing, Financial Services, Email Marketing, Marketing Strategy, Investments, Segmentation, Analytics, Marketing, Series 63, Database Marketing, CRM
Education
Fairfield University
BlackRock July 2007 - Present
Circles Company Associates July 2004 - July 2007
Scudder Investments March 1996 - March 2002
Skills
Direct Mail, Marketing Communications, Relationship Management, Lead Generation, Direct Marketing, Series 7, Mutual Funds, Integrated Marketing, Financial Services, Email Marketing, Marketing Strategy, Investments, Segmentation, Analytics, Marketing, Series 63, Database Marketing, CRM
Education
Fairfield University
Josh Olson Josh Olson's Scudder Investments Experience September 1998 - May 2004
Job Senior Compliance Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments November 2013 - Present
Calamos Investments May 2006 - November 2013
Fifth Third Bank October 2004 - May 2006
Scudder Investments September 1998 - May 2004
FirstBank August 1997 - August 1998
Skills
Series 24, Series 7, Series 6, Series 63, Mutual Funds
Education
Loras College 1993 — 1997
Bachelor of Arts (B.A.)
Calamos Investments November 2013 - Present
Calamos Investments May 2006 - November 2013
Fifth Third Bank October 2004 - May 2006
Scudder Investments September 1998 - May 2004
FirstBank August 1997 - August 1998
Skills
Series 24, Series 7, Series 6, Series 63, Mutual Funds
Education
Loras College 1993 — 1997
Bachelor of Arts (B.A.)
Elizabeth Cashman Elizabeth Cashman's Scudder Investments Experience 2000 - 2002
Job Group Manager, NSCC Support Services at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services August 2014 - Present
Pioneer Investments August 2013 - July 2014
Boston Financial Data Services February 2013 - August 2013
Hewlett-Packard December 2003 - July 2011
Federated Investors 2002 - 2003
Scudder Investments 2000 - 2002
Scudder Investments 1997 - 2000
Skills
Project Management, Management, Claims Management, Customer Service, Customer Retention, Operations Management, ISO, Microsoft Office, Financial Services, Vendor Management, Business Strategy
Education
University of Massachusetts Boston 1992 — 1993
BA, Economics
Colby College 1989 — 1991
Boston Financial Data Services August 2014 - Present
Pioneer Investments August 2013 - July 2014
Boston Financial Data Services February 2013 - August 2013
Hewlett-Packard December 2003 - July 2011
Federated Investors 2002 - 2003
Scudder Investments 2000 - 2002
Scudder Investments 1997 - 2000
Skills
Project Management, Management, Claims Management, Customer Service, Customer Retention, Operations Management, ISO, Microsoft Office, Financial Services, Vendor Management, Business Strategy
Education
University of Massachusetts Boston 1992 — 1993
BA, Economics
Colby College 1989 — 1991
Linda C. Coughlin's Scudder Investments Experience 1997 - 2002
Job Executive Coach and Management Consultant
Industry Management Consulting
Experience
Great Circle Associates July 2008 - Present
Cendant Corporation 2004 - 2007
Linkage, Inc. 2002 - 2004
Scudder Investments 1997 - 2002
Skills
Executive Coaching, Change Management, Brand Developement, Leadership Development, Team Leadership, Cross-functional Team..., Organizational..., Organizational..., Organizational Design, Problem Solving, Strategic Planning, Business Strategy, Strategic Thinking, Product Development, Board Development, Board of Director..., Board Governance, Board Level, Non-profit Board..., Restructuring, Start-ups, Downsizing, Strategic Leadership, Management Consulting, Brand Management, Strategy, Coaching, Strategic Partnerships, Board of Directors, Talent Management
Education
Fordham University
B.A., Economics, summa cum laude
Great Circle Associates July 2008 - Present
Cendant Corporation 2004 - 2007
Linkage, Inc. 2002 - 2004
Scudder Investments 1997 - 2002
Skills
Executive Coaching, Change Management, Brand Developement, Leadership Development, Team Leadership, Cross-functional Team..., Organizational..., Organizational..., Organizational Design, Problem Solving, Strategic Planning, Business Strategy, Strategic Thinking, Product Development, Board Development, Board of Director..., Board Governance, Board Level, Non-profit Board..., Restructuring, Start-ups, Downsizing, Strategic Leadership, Management Consulting, Brand Management, Strategy, Coaching, Strategic Partnerships, Board of Directors, Talent Management
Education
Fordham University
B.A., Economics, summa cum laude
Robert McCauley Robert McCauley's Scudder Investments Experience 1997 - 2001
Job Chief Financial Officer
Industry Financial Services
Experience
Risk Paradigm Group March 2012 - Present
Compro 2001 - 2012
Schiff 2000 - 2001
Kemper Fincial 1998 - 2001
ANM & Associates, Inc 1997 - 2001
Scudder Investments 1997 - 2001
DCI 1992 - 1997
Skills
Integration, Vendor Management, Process Improvement, Business Analysis, Program Management, Disaster Recovery, Team Building, Budgets, Project Management, Team Leadership, New Business Development, Performance Reporting, Cost Accounting, Fund Accounting, Marketing, Operations Management, Finance, Asset Management
Education
Loyola University Chicago 1982 — 1984
University of Iowa 1981 — 1982
Risk Paradigm Group March 2012 - Present
Compro 2001 - 2012
Schiff 2000 - 2001
Kemper Fincial 1998 - 2001
ANM & Associates, Inc 1997 - 2001
Scudder Investments 1997 - 2001
DCI 1992 - 1997
Skills
Integration, Vendor Management, Process Improvement, Business Analysis, Program Management, Disaster Recovery, Team Building, Budgets, Project Management, Team Leadership, New Business Development, Performance Reporting, Cost Accounting, Fund Accounting, Marketing, Operations Management, Finance, Asset Management
Education
Loyola University Chicago 1982 — 1984
University of Iowa 1981 — 1982
Brad Scheller Brad Scheller's Scudder Investments Experience August 1986 - August 1987
Job Cofounder at Dentistry Specialists Integrated
Industry Medical Practice
Experience
DirectAid at YHHAP 2010 - Present
Dentistry Specialists Integrated June 2007 - August 2010
Tranzenz Consulting March 2001 - June 2007
Renaissance Worldwide 1997 - 2001
ISS--International Systems Services Corporation 1987 - 1997
Scudder Investments August 1986 - August 1987
Johnson & Johnson July 1983 - July 1986
IBM August 1978 - August 1981
Skills
Strategic Planning, Healthcare, Start-ups, Marketing, Management, Product Development, Management Consulting, Leadership, Business Strategy
Education
Harvard Business School 1981 — 1983
MBA, Management
University of Pennsylvania - The Wharton School 1974 — 1978
BS Economics, Marketing & Management
The Peddie School 1972 — 1974
HS diploma
West Morris High School 1970 — 1972
High school diploma
DirectAid at YHHAP 2010 - Present
Dentistry Specialists Integrated June 2007 - August 2010
Tranzenz Consulting March 2001 - June 2007
Renaissance Worldwide 1997 - 2001
ISS--International Systems Services Corporation 1987 - 1997
Scudder Investments August 1986 - August 1987
Johnson & Johnson July 1983 - July 1986
IBM August 1978 - August 1981
Skills
Strategic Planning, Healthcare, Start-ups, Marketing, Management, Product Development, Management Consulting, Leadership, Business Strategy
Education
Harvard Business School 1981 — 1983
MBA, Management
University of Pennsylvania - The Wharton School 1974 — 1978
BS Economics, Marketing & Management
The Peddie School 1972 — 1974
HS diploma
West Morris High School 1970 — 1972
High school diploma
Blake Beanblossom Blake Beanblossom's Scudder Investments Experience January 1999 - August 2002
Job
Industry Commercial Real Estate
Experience
StanCorp Mortgage Investors, LLC July 2011 - Present
Duke Realty Corp. June 2006 - July 2011
Duff & Phelps, LLC January 2005 - June 2006
Scudder Investments January 1999 - August 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
MBA, Finance
Gettysburg College 1994 — 1998
B/A, Art
StanCorp Mortgage Investors, LLC July 2011 - Present
Duke Realty Corp. June 2006 - July 2011
Duff & Phelps, LLC January 2005 - June 2006
Scudder Investments January 1999 - August 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
MBA, Finance
Gettysburg College 1994 — 1998
B/A, Art
Richard Biegen Richard Biegen's Scudder Investments Experience 1998 - 2000
Job Chief Compliance Officer, CREF Funds and Advisers
Industry Investment Management
Experience
TIAA-CREF February 2008 - Present
AIG Investments September 2000 - February 2008
AIG Global Investment Group September 2000 - February 2008
Scudder Investments 1998 - 2000
Salomon Smith Barney 1997 - 1998
Prudential Financial 1994 - 1997
US Securities and Exchange Commission February 1988 - February 1994
Office of the Howard Beach Special Prosecutor August 1987 - February 1988
Skills
Securities, Series 7, SEC, AML, Hedge Funds, Equities, FINRA, Mutual Funds, Asset Managment, Banking, Asset Management, Fixed Income, Management, Financial Services, Securities Regulation, Investment Advisory, Due Diligence, Compliance, Series 24, Capital Markets, Series 63, Risk Management, Investments, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1984 — 1987
Union College 1980 — 1984
BA, Political Science
Bronx High School of Science 1977 — 1980
High School
TIAA-CREF February 2008 - Present
AIG Investments September 2000 - February 2008
AIG Global Investment Group September 2000 - February 2008
Scudder Investments 1998 - 2000
Salomon Smith Barney 1997 - 1998
Prudential Financial 1994 - 1997
US Securities and Exchange Commission February 1988 - February 1994
Office of the Howard Beach Special Prosecutor August 1987 - February 1988
Skills
Securities, Series 7, SEC, AML, Hedge Funds, Equities, FINRA, Mutual Funds, Asset Managment, Banking, Asset Management, Fixed Income, Management, Financial Services, Securities Regulation, Investment Advisory, Due Diligence, Compliance, Series 24, Capital Markets, Series 63, Risk Management, Investments, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1984 — 1987
Union College 1980 — 1984
BA, Political Science
Bronx High School of Science 1977 — 1980
High School
Kelly van Lingen's Scudder Investments Experience 1995 - 1999
Job Sales Operations Associate at Beacon Partners
Industry Writing and Editing
Experience
Beacon Partners September 2013 - April 2015
Beacon Partners January 2013 - June 2013
By The Book October 2010 - January 2013
Cape Cod Compositors November 2010 - November 2012
PM Champion August 2009 - November 2010
Beacon Partners 1999 - 2004
Scudder Investments 1995 - 1999
Skills
Microsoft Word, Microsoft Excel, PowerPoint, ACT Database, Metrics Reporting, Process Improvement, Proofreading, Editing, Contract Management, Quickbooks, Typing, Creative Writing, Resume Writing, Open Air, NetSuite, OneNote, Deltek, Adobe EchoSign, Adobe Professional
Education
Framingham State University 1986 — 1990
BS, Clothing and Textiles
Beacon Partners September 2013 - April 2015
Beacon Partners January 2013 - June 2013
By The Book October 2010 - January 2013
Cape Cod Compositors November 2010 - November 2012
PM Champion August 2009 - November 2010
Beacon Partners 1999 - 2004
Scudder Investments 1995 - 1999
Skills
Microsoft Word, Microsoft Excel, PowerPoint, ACT Database, Metrics Reporting, Process Improvement, Proofreading, Editing, Contract Management, Quickbooks, Typing, Creative Writing, Resume Writing, Open Air, NetSuite, OneNote, Deltek, Adobe EchoSign, Adobe Professional
Education
Framingham State University 1986 — 1990
BS, Clothing and Textiles
Eric Magyar Eric Magyar's Scudder Investments Experience 1999 - 2001
Job Retirement Director at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group March 2015 - Present
DWS Investments January 1997 - Present
Deutsche Bank November 2000 - October 2011
Scudder Investments 1999 - 2001
Skills
Sales Support, Sales Skills Training, Improvisation, Asset Management, Consultative Selling, Investments, Series 7, Public Speaking, Mutual Funds, Retirement, Customer Relations, Coaching, Team Building, Mentoring, Problem Solving, Asset Allocation, Series 63, Series 6, Team Leadership, Fundraising, Securities, Event Management, Annuities, Asset Managment, Alternative Investments, Fixed Annuities, Customer Service, Separately Managed..., 401k, ETFs, Investment Strategies, Wealth Management, Fixed Income, Equities, Investment Advisory, Series 24, Sales Operations, CRM, Hedge Funds, Financial Services, FINRA, Portfolio Management, Uniform Combined State..., Series 65, Bonds, Investment Management, Options, Bloomberg, Strategic Financial..., Relationship Management
Education
Dominican University 2006 — 2008
MBA, Finance
University of Illinois at Chicago 1994 — 1996
Bachelors Degree, Theater
Janus Capital Group March 2015 - Present
DWS Investments January 1997 - Present
Deutsche Bank November 2000 - October 2011
Scudder Investments 1999 - 2001
Skills
Sales Support, Sales Skills Training, Improvisation, Asset Management, Consultative Selling, Investments, Series 7, Public Speaking, Mutual Funds, Retirement, Customer Relations, Coaching, Team Building, Mentoring, Problem Solving, Asset Allocation, Series 63, Series 6, Team Leadership, Fundraising, Securities, Event Management, Annuities, Asset Managment, Alternative Investments, Fixed Annuities, Customer Service, Separately Managed..., 401k, ETFs, Investment Strategies, Wealth Management, Fixed Income, Equities, Investment Advisory, Series 24, Sales Operations, CRM, Hedge Funds, Financial Services, FINRA, Portfolio Management, Uniform Combined State..., Series 65, Bonds, Investment Management, Options, Bloomberg, Strategic Financial..., Relationship Management
Education
Dominican University 2006 — 2008
MBA, Finance
University of Illinois at Chicago 1994 — 1996
Bachelors Degree, Theater
Corey A. Krol's Scudder Investments Experience 1997 - 1999
Job National Account Manager, Partner Sales at RSA, The Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC June 2015 - Present
Cisco Systems August 2013 - Present
Public Sector Solutions, LLC November 2012 - Present
Software Tech Enterprises, Inc June 2012 - November 2012
Indiana University South Bend June 2009 - June 2012
Career Transitions, LLC May 2011 - September 2011
Kforce Technology Staffing October 2008 - February 2010
Four Winds International/Thor Industries September 2004 - January 2007
River Park Incorporated September 2002 - September 2004
Scudder Investments 1997 - 1999
Skills
Account Management, Strategic Planning, Business Development, Negotiation, Training, Social Networking, Creative Direction, Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Cold Calling
Education
Indiana University 2000 — 2002
B.S., Business/Marketing
RSA, The Security Division of EMC June 2015 - Present
Cisco Systems August 2013 - Present
Public Sector Solutions, LLC November 2012 - Present
Software Tech Enterprises, Inc June 2012 - November 2012
Indiana University South Bend June 2009 - June 2012
Career Transitions, LLC May 2011 - September 2011
Kforce Technology Staffing October 2008 - February 2010
Four Winds International/Thor Industries September 2004 - January 2007
River Park Incorporated September 2002 - September 2004
Scudder Investments 1997 - 1999
Skills
Account Management, Strategic Planning, Business Development, Negotiation, Training, Social Networking, Creative Direction, Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Cold Calling
Education
Indiana University 2000 — 2002
B.S., Business/Marketing
Lizete DaSilva's Scudder Investments Experience February 2000 - June 2002
Job Director of Executive Services
Industry Pharmaceuticals
Experience
Zipher Medical Affairs Co., LLC June 2015 - Present
Zipher Medical Affairs Co., LLC July 2013 - June 2015
WaveCreste May 2011 - May 2013
P.M. Properties Enterprises LLC July 2010 - May 2011
Casual Male Retail Group August 2007 - April 2009
Robert Half International June 2007 - July 2007
Harte-Hanks Direct Marketing May 2005 - March 2006
DST Output September 2002 - May 2005
Scudder Investments February 2000 - June 2002
Scudder Investments May 1997 - February 2000
Skills
Vendor Management, CRM, Cross-functional Team..., Management, Project Management, Customer Service, Customer Satisfaction, Training, Administrative..., Contract Management, Office Management, Accounts Payable, Accounts Receivable, Invoicing, Program Management, Employee Relations, Teamwork
Education
Lesley University 1998 — 2000
M.S., Business Management
University of Massachusetts Boston 1990 — 1995
B.S., Economics-Major/Sociology-Minor
Zipher Medical Affairs Co., LLC June 2015 - Present
Zipher Medical Affairs Co., LLC July 2013 - June 2015
WaveCreste May 2011 - May 2013
P.M. Properties Enterprises LLC July 2010 - May 2011
Casual Male Retail Group August 2007 - April 2009
Robert Half International June 2007 - July 2007
Harte-Hanks Direct Marketing May 2005 - March 2006
DST Output September 2002 - May 2005
Scudder Investments February 2000 - June 2002
Scudder Investments May 1997 - February 2000
Skills
Vendor Management, CRM, Cross-functional Team..., Management, Project Management, Customer Service, Customer Satisfaction, Training, Administrative..., Contract Management, Office Management, Accounts Payable, Accounts Receivable, Invoicing, Program Management, Employee Relations, Teamwork
Education
Lesley University 1998 — 2000
M.S., Business Management
University of Massachusetts Boston 1990 — 1995
B.S., Economics-Major/Sociology-Minor
Jennifer P Carter, CFA's Scudder Investments Experience 1995 - 2001
Job
Industry Investment Management
Experience
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
Marianna Epstein's Scudder Investments Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
MedVentive May 2012 - Present
Partners HealthCare August 2002 - May 2012
Persumma Financial 2000 - 2002
Blue Oak Systems 2000 - 2001
Scudder Investments 1997 - 2000
Fidelity Investments 1992 - 1997
Harvard Community Health Plan (HCHP) 1989 - 1992
Education
Lomonosov Moscow State University (MSU) 1973 — 1978
MA
MedVentive May 2012 - Present
Partners HealthCare August 2002 - May 2012
Persumma Financial 2000 - 2002
Blue Oak Systems 2000 - 2001
Scudder Investments 1997 - 2000
Fidelity Investments 1992 - 1997
Harvard Community Health Plan (HCHP) 1989 - 1992
Education
Lomonosov Moscow State University (MSU) 1973 — 1978
MA
Jeremy Frasor's Scudder Investments Experience 1999 - 2005
Job Shared Service Center Manager at Reinhart Foodservice
Industry Financial Services
Experience
Reinhart Foodservice June 2013 - Present
Reinhart Foodservice March 2013 - July 2013
Reinhart Foodservice November 2010 - March 2013
Marine Credit Union May 2007 - October 2010
Robert Half International January 2006 - May 2007
Deutsche Bank 2003 - 2005
Deutsche Bank, Scudder Investments 1999 - 2005
Scudder Investments 1999 - 2005
Skills
Banking, Customer Relations, Recruiting, Credit, Loans, Sales, Forecasting, Management, Sales Management, Leadership, Team Building, Strategic Planning, Account Management, Finance, Process Improvement, Customer Service, Insurance, New Business Development
Education
Loras College 1995 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Reinhart Foodservice June 2013 - Present
Reinhart Foodservice March 2013 - July 2013
Reinhart Foodservice November 2010 - March 2013
Marine Credit Union May 2007 - October 2010
Robert Half International January 2006 - May 2007
Deutsche Bank 2003 - 2005
Deutsche Bank, Scudder Investments 1999 - 2005
Scudder Investments 1999 - 2005
Skills
Banking, Customer Relations, Recruiting, Credit, Loans, Sales, Forecasting, Management, Sales Management, Leadership, Team Building, Strategic Planning, Account Management, Finance, Process Improvement, Customer Service, Insurance, New Business Development
Education
Loras College 1995 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Salvatore Bruno's Scudder Investments Experience 1995 - 1997
Job CIO
Industry Financial Services
Experience
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
Dan Kilroy's Scudder Investments Experience December 1997 - April 2000
Job EVP / Chief Financial Officer at CUSO
Industry Financial Services
Experience
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
Ann McCreary's Scudder Investments Experience 1991 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Scudder Investments 1991 - 2002
Rogers & Wells 1985 - 1991
Education
Colby College 1974 — 1978
Scudder Investments 1991 - 2002
Rogers & Wells 1985 - 1991
Education
Colby College 1974 — 1978
Twisty Dorion's Scudder Investments Experience September 1991 - February 1998
Job Owner and President
Industry Alternative Dispute Resolution
Experience
the Dorions 1998 - Present
Scudder Investments September 1991 - February 1998
Education
Colby College 1987 — 1991
the Dorions 1998 - Present
Scudder Investments September 1991 - February 1998
Education
Colby College 1987 — 1991
Paul Bulgajewski's Scudder Investments Experience 1999 - 2003
Job 2nd Vice President FX Senior Analyst
Industry Financial Services
Experience
The Northern Trust Company October 2006 - Present
Scudder Investments 1999 - 2003
Skills
Bloomberg, Fixed Income
Education
University of Illinois at Chicago 1995 — 1999
B.S., Finance
Keller Graduate School of Management of DeVry University
Masters, Accounting & Financial Management
The Northern Trust Company October 2006 - Present
Scudder Investments 1999 - 2003
Skills
Bloomberg, Fixed Income
Education
University of Illinois at Chicago 1995 — 1999
B.S., Finance
Keller Graduate School of Management of DeVry University
Masters, Accounting & Financial Management
Edward Yee's Scudder Investments Experience January 2000 - June 2003
Job Second Vice President at a FINRA registered company
Industry Financial Services
Experience
FINRA registered company December 2004 - Present
Scudder Investments January 2000 - June 2003
Stein Roe Mutual Funds 1995 - 1999
Skills
Securities, Asset Management, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Relationship Management, Retirement Planning
Education
Indiana University Bloomington 1989 — 1994
FINRA registered company December 2004 - Present
Scudder Investments January 2000 - June 2003
Stein Roe Mutual Funds 1995 - 1999
Skills
Securities, Asset Management, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Relationship Management, Retirement Planning
Education
Indiana University Bloomington 1989 — 1994
Michael Baumstein's Scudder Investments Experience March 1994 - January 1998
Job Managing Director at Babson Capital Management
Industry Insurance
Experience
Babson Capital Management September 2013 - Present
Scottish Re March 2004 - September 2013
Bear Stearns January 2001 - December 2003
Prudential Securities January 2000 - December 2000
Scudder Investments March 1994 - January 1998
Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, General
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
High School
High School
Babson Capital Management September 2013 - Present
Scottish Re March 2004 - September 2013
Bear Stearns January 2001 - December 2003
Prudential Securities January 2000 - December 2000
Scudder Investments March 1994 - January 1998
Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, General
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
High School
High School
Melissa Resh's Scudder Investments Experience 2002 - 2005
Job Resident Principal at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools July 2015 - Present
Young Women's Leadership Charter School of Chicago August 2013 - June 2015
Young Women's Leadership Charter School August 2007 - June 2011
Scudder Investments 2002 - 2005
Deustche Bank 2002 - 2005
Skills
Public Speaking, Teaching, Curriculum Development, Curriculum Design, Event Planning, Microsoft Office, Editing, PowerPoint, Tutoring, Microsoft Word, Nonprofits, Leadership, Staff Development
Education
Northeastern Illinois University 2012 — 2013
LBSI Certification, Special Education and Teaching, PK-12
Loyola University Chicago 2005 — 2007
Master of Education (MEd), Secondary Education and Teaching
Northwestern University 1994 — 1999
Bachelor of Arts (BA), History
Chicago Public Schools July 2015 - Present
Young Women's Leadership Charter School of Chicago August 2013 - June 2015
Young Women's Leadership Charter School August 2007 - June 2011
Scudder Investments 2002 - 2005
Deustche Bank 2002 - 2005
Skills
Public Speaking, Teaching, Curriculum Development, Curriculum Design, Event Planning, Microsoft Office, Editing, PowerPoint, Tutoring, Microsoft Word, Nonprofits, Leadership, Staff Development
Education
Northeastern Illinois University 2012 — 2013
LBSI Certification, Special Education and Teaching, PK-12
Loyola University Chicago 2005 — 2007
Master of Education (MEd), Secondary Education and Teaching
Northwestern University 1994 — 1999
Bachelor of Arts (BA), History
Bill Baughman's Scudder Investments Experience 1997 - 1999
Job President at Area 100 Group
Industry Financial Services
Experience
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Christine Chandler's Scudder Investments Experience 1994 - 2001
Job Regulatory Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2001 - Present
Wellington Management Company, LLP June 2001 - January 2007
Scudder Investments 1994 - 2001
Skills
Hedge Funds, Mutual Funds, Securities, FINRA
Education
Massachusetts College of Liberal Arts 1989 — 1993
Barnstable High School
Wellington Management July 2001 - Present
Wellington Management Company, LLP June 2001 - January 2007
Scudder Investments 1994 - 2001
Skills
Hedge Funds, Mutual Funds, Securities, FINRA
Education
Massachusetts College of Liberal Arts 1989 — 1993
Barnstable High School
Brett Egner's Scudder Investments Experience 2001 - 2003
Job East Region Manager
Industry Financial Services
Experience
First Trust Portfolios L.P. December 2005 - Present
Scudder Investments 2001 - 2003
Skills
Separately Managed..., ETFs, Series 63, Series 7, Mutual Funds, Uniform Combined State..., Series 65, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Investment Strategies, 401k, Asset Managment, Series 24
Education
Lake Forest College 1992 — 1996
Business
First Trust Portfolios L.P. December 2005 - Present
Scudder Investments 2001 - 2003
Skills
Separately Managed..., ETFs, Series 63, Series 7, Mutual Funds, Uniform Combined State..., Series 65, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Investment Strategies, 401k, Asset Managment, Series 24
Education
Lake Forest College 1992 — 1996
Business
Chris Winand's Scudder Investments Experience July 2003 - December 2005
Job Regional Vice President at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2011 - Present
Van Kampen Investments January 2006 - February 2011
Scudder Investments July 2003 - December 2005
Skills
Mutual Funds, Series 7, Financial Services, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Asset Management, Series 63, Separately Managed..., Securities, Investment Strategies, Series 6, Series 65, 401k
Education
DePauw University 1999 — 2003
Biology, Communications, Honors Scholar Program
Invesco Ltd. February 2011 - Present
Van Kampen Investments January 2006 - February 2011
Scudder Investments July 2003 - December 2005
Skills
Mutual Funds, Series 7, Financial Services, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Asset Management, Series 63, Separately Managed..., Securities, Investment Strategies, Series 6, Series 65, 401k
Education
DePauw University 1999 — 2003
Biology, Communications, Honors Scholar Program
Amy Harl, CFA's Scudder Investments Experience 1998 - 2000
Job GMO
Industry Investment Management
Experience
Grantham, Mayo & Van Otterloo LLC August 2011 - Present
OFI Institutional Asset Management / OppenheimerFunds Inc July 2010 - January 2011
OFI Institutional Asset Management March 2003 - March 2010
OppenheimerFunds, Inc. 2000 - 2003
Scudder Investments 1998 - 2000
Sony Music Entertainment March 1994 - June 1998
William Mercer 1993 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and Economics
Cornell University 1987 — 1991
BS, Hotel Administration
Grantham, Mayo & Van Otterloo LLC August 2011 - Present
OFI Institutional Asset Management / OppenheimerFunds Inc July 2010 - January 2011
OFI Institutional Asset Management March 2003 - March 2010
OppenheimerFunds, Inc. 2000 - 2003
Scudder Investments 1998 - 2000
Sony Music Entertainment March 1994 - June 1998
William Mercer 1993 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance and Economics
Cornell University 1987 — 1991
BS, Hotel Administration
Brad Simek's Scudder Investments Experience 1998 - 2003
Job Sales Executive, SunGard Relius
Industry Financial Services
Experience
SunGard October 2013 - Present
Mobile Assistant November 2009 - October 2013
Lincoln Financial Group October 2006 - April 2009
Raymond James Financial 2003 - 2006
Scudder Investments 1998 - 2003
CIGNA 1997 - 1998
Skills
Marketing, HIPAA, Insurance, Retirement, Mutual Funds, Series 7, Sales, Retirement Planning, Business Development, 401k, Securities, Fixed Annuities, Employee Benefits, Asset Allocation, Investments, Business Planning, Sales Management, Wealth Management, Strategic Planning, Management, New Business Development, Financial Services, Investment Advisory, Series 63
Education
Eastern Illinois University 1988 — 1992
BA, Economics
SunGard October 2013 - Present
Mobile Assistant November 2009 - October 2013
Lincoln Financial Group October 2006 - April 2009
Raymond James Financial 2003 - 2006
Scudder Investments 1998 - 2003
CIGNA 1997 - 1998
Skills
Marketing, HIPAA, Insurance, Retirement, Mutual Funds, Series 7, Sales, Retirement Planning, Business Development, 401k, Securities, Fixed Annuities, Employee Benefits, Asset Allocation, Investments, Business Planning, Sales Management, Wealth Management, Strategic Planning, Management, New Business Development, Financial Services, Investment Advisory, Series 63
Education
Eastern Illinois University 1988 — 1992
BA, Economics
Colin O'Keeffe's Scudder Investments Experience 1992 - 1996
Job Principal, Tidegate Capital LLC and Arch Street Development LLC
Industry Real Estate
Experience
Tidegate Capital LLC 2015 - Present
Arch Street Development LLC October 2002 - Present
Bank of America 2001 - 2004
Boston Financial Investment Management 1998 - 2001
Equity Office Properties 1996 - 1998
Scudder Investments 1992 - 1996
Skills
Real Estate Development, Tax Credits, Asset Managment, Investments, Portfolio Management, Finance, Real Estate Economics, Affordable Housing, Disposition, Property Management, Leases, HUD, Acquisitions, Due Diligence, Investment Properties, Property, Real Estate
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA, Finance
University of Richmond 1983 — 1985
BA, Economics
Tidegate Capital LLC 2015 - Present
Arch Street Development LLC October 2002 - Present
Bank of America 2001 - 2004
Boston Financial Investment Management 1998 - 2001
Equity Office Properties 1996 - 1998
Scudder Investments 1992 - 1996
Skills
Real Estate Development, Tax Credits, Asset Managment, Investments, Portfolio Management, Finance, Real Estate Economics, Affordable Housing, Disposition, Property Management, Leases, HUD, Acquisitions, Due Diligence, Investment Properties, Property, Real Estate
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA, Finance
University of Richmond 1983 — 1985
BA, Economics
Heidi Liedberg's Scudder Investments Experience January 1994 - September 2000
Job Lead IT Business Architect at The Hartford
Industry Financial Services
Experience
The Hartford Director of Business Support
Scudder Investments January 1994 - September 2000
Education
Keene State College 1979 — 1983
The Hartford Director of Business Support
Scudder Investments January 1994 - September 2000
Education
Keene State College 1979 — 1983
Marianne Alberigi's Scudder Investments Experience March 1990 - January 1996
Job Career Executive Assistant/Entrepreneur
Industry Executive Office
Experience
Cambridge Advisors to Family Enterprise March 2014 - May 2015
Dartmouth College September 2012 - October 2013
Tsoi/Kobus & Associates December 2011 - June 2012
Anna Jaques Hospital March 2010 - December 2011
Red Tree May 2006 - October 2008
Boston Financial Data Services April 2001 - May 2005
Scudder Investments March 1990 - January 1996
Skills
Executive Support, Executive Calendar..., Travel Management, Corporate Communications, Research, Marketing, Event Planning, Public Relations, Budgets, Newsletters, Management, Interior Design, Human Resources, Home Staging, Organization Skills
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
BBA, Business Management
Cambridge Advisors to Family Enterprise March 2014 - May 2015
Dartmouth College September 2012 - October 2013
Tsoi/Kobus & Associates December 2011 - June 2012
Anna Jaques Hospital March 2010 - December 2011
Red Tree May 2006 - October 2008
Boston Financial Data Services April 2001 - May 2005
Scudder Investments March 1990 - January 1996
Skills
Executive Support, Executive Calendar..., Travel Management, Corporate Communications, Research, Marketing, Event Planning, Public Relations, Budgets, Newsletters, Management, Interior Design, Human Resources, Home Staging, Organization Skills
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
BBA, Business Management
Patrick Loechl's Scudder Investments Experience April 2002 - March 2003
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Russell Investment Group April 2008 - June 2011
Van Kampen Funds April 2007 - February 2008
Van Kampen Funds March 2003 - April 2007
Scudder Investments April 2002 - March 2003
Education
Eastern Illinois University 1998 — 2001
Bachelors
Wheaton North High School 1992 — 1996
Wells Fargo Advisors January 2011 - Present
Russell Investment Group April 2008 - June 2011
Van Kampen Funds April 2007 - February 2008
Van Kampen Funds March 2003 - April 2007
Scudder Investments April 2002 - March 2003
Education
Eastern Illinois University 1998 — 2001
Bachelors
Wheaton North High School 1992 — 1996
Chricy Klinis's Scudder Investments Experience 2000 - 2005
Job N/A
Industry Financial Services
Experience
Rewards Network January 2008 - October 2008
United Airlines January 2007 - December 2007
Refco--Filed Banckruptcy 2005 - 2006
Scudder Investments 2000 - 2005
Skills
Customer Service, Management, Microsoft Word, Public Speaking
Education
Dominican University 2009 — 2011
MAT, Education
Northeastern Illinois University 1995 — 2000
Rewards Network January 2008 - October 2008
United Airlines January 2007 - December 2007
Refco--Filed Banckruptcy 2005 - 2006
Scudder Investments 2000 - 2005
Skills
Customer Service, Management, Microsoft Word, Public Speaking
Education
Dominican University 2009 — 2011
MAT, Education
Northeastern Illinois University 1995 — 2000
Heidi Wagner's Scudder Investments Experience February 1996 - March 2002
Job Manager, Business Operations at DIRECTV
Industry Marketing and Advertising
Experience
DIRECTV March 2008 - Present
Sallie Mae August 2005 - March 2008
Grand Circle Corporation September 2003 - August 2005
Hill Holliday May 2002 - September 2003
Scudder Investments February 1996 - March 2002
Mercer Management Consulting 1994 - 1996
Frontier Science 1992 - 1994
Skills
Access, Database Marketing, Online Advertising, Analytics, Project Management, E-commerce, SQL, Financial Services, Analysis, Strategy, Call Center, Market Research, Segmentation, Direct Marketing, Databases, Web Analytics
Education
Iowa State University 1990 — 1992
Masters, Statistics
University of Pittsburgh 1986 — 1990
Bachelors, Mathematics
DIRECTV March 2008 - Present
Sallie Mae August 2005 - March 2008
Grand Circle Corporation September 2003 - August 2005
Hill Holliday May 2002 - September 2003
Scudder Investments February 1996 - March 2002
Mercer Management Consulting 1994 - 1996
Frontier Science 1992 - 1994
Skills
Access, Database Marketing, Online Advertising, Analytics, Project Management, E-commerce, SQL, Financial Services, Analysis, Strategy, Call Center, Market Research, Segmentation, Direct Marketing, Databases, Web Analytics
Education
Iowa State University 1990 — 1992
Masters, Statistics
University of Pittsburgh 1986 — 1990
Bachelors, Mathematics
Bob Reey's Scudder Investments Experience February 1998 - June 2001
Job Senior Compliance Officer at Harris Associates
Industry Financial Services
Experience
Harris Associates October 2011 - Present
Harris Associates June 2001 - October 2011
Scudder Investments February 1998 - June 2001
ADM Investor Services 1996 - 1998
Skills
Securities, Mutual Funds, Equities, Axys, Series 63, Management, Bloomberg, Series 7, ITG OMS (MacGregor XIP), ITG Compliance..., Advent Axys, Fixed Income, Hedge Funds, Team Building, Fund Accounting, Alternative Investments, Recruiting, Investment Management, Series 24, Charles River IMS
Education
Indiana University-Northwest 1992 — 1996
Bachelor of Science, Business Management
Harris Associates October 2011 - Present
Harris Associates June 2001 - October 2011
Scudder Investments February 1998 - June 2001
ADM Investor Services 1996 - 1998
Skills
Securities, Mutual Funds, Equities, Axys, Series 63, Management, Bloomberg, Series 7, ITG OMS (MacGregor XIP), ITG Compliance..., Advent Axys, Fixed Income, Hedge Funds, Team Building, Fund Accounting, Alternative Investments, Recruiting, Investment Management, Series 24, Charles River IMS
Education
Indiana University-Northwest 1992 — 1996
Bachelor of Science, Business Management
Patricia (Patti) Bartos's Scudder Investments Experience January 1993 - February 1997
Job NYM Tax Regional Finance and PM Leader at PwC
Industry Accounting
Experience
PricewaterhouseCoopers February 1998 - Present
PwC 1998 - 2012
Scudder Investments January 1993 - February 1997
Skills
Financial Reporting, Financial Management, Accounting, Internal Controls, Financial Analysis, SEC filings, Sarbanes-Oxley Act
Education
Hofstra University 1985 — 1989
PricewaterhouseCoopers February 1998 - Present
PwC 1998 - 2012
Scudder Investments January 1993 - February 1997
Skills
Financial Reporting, Financial Management, Accounting, Internal Controls, Financial Analysis, SEC filings, Sarbanes-Oxley Act
Education
Hofstra University 1985 — 1989
Daniel McAlpine's Scudder Investments Experience January 1999 - August 1999
Job Director, Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2015 - Present
Mercer April 2010 - June 2015
Mercer 2004 - April 2010
Putnam Investments August 2002 - 2004
Bueno Y Sano August 1999 - January 2002
Scudder Investments January 1999 - August 1999
Skills
401k, Retirement, Employee Benefits, Defined Contribution, Series 63, Benefits Administration, Financial Services, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Hingham High School 1989 — 1993
John Hancock Financial Services June 2015 - Present
Mercer April 2010 - June 2015
Mercer 2004 - April 2010
Putnam Investments August 2002 - 2004
Bueno Y Sano August 1999 - January 2002
Scudder Investments January 1999 - August 1999
Skills
401k, Retirement, Employee Benefits, Defined Contribution, Series 63, Benefits Administration, Financial Services, Retirement Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Hingham High School 1989 — 1993
Lee Moody's Scudder Investments Experience 1988 - 1996
Job Experienced Project Manager and Business Analyst
Industry Financial Services
Experience
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
Jeff McGee's Scudder Investments Experience January 1989 - April 2004
Job Sr RVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 1989 - Present
Kemper financial 1989 - 2011
Scudder Investments January 1989 - April 2004
Skills
Alternative Investments, Separately Managed..., Mutual Funds, Investments, Series 7, ETFs, Series 63, 401k, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Markets, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Institutional, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Options, Portfolio Management, Private Equity, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 6, Structured Products, Variable Annuities, Wealth Management, Wealth Management...
Education
Illinois State University 1982 — 1986
Economics, Favorite class money and banking
Deutsche Bank January 1989 - Present
Kemper financial 1989 - 2011
Scudder Investments January 1989 - April 2004
Skills
Alternative Investments, Separately Managed..., Mutual Funds, Investments, Series 7, ETFs, Series 63, 401k, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Markets, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Institutional, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Life Insurance, Options, Portfolio Management, Private Equity, Relationship Management, Retirement, Retirement Planning, Securities, Series 24, Series 6, Structured Products, Variable Annuities, Wealth Management, Wealth Management...
Education
Illinois State University 1982 — 1986
Economics, Favorite class money and banking
Theresa McDermott's Scudder Investments Experience 1994 - 1997
Job Product Development Manager at Yankee Candle Company
Industry Consumer Goods
Experience
Yankee Candle Company 2009 - Present
Yankee Candle Company 2007 - 2009
Yankee Candle Company 2004 - 2007
Wunderman August 2000 - October 2001
Brierley & Partners 1998 - 2000
Scudder Investments 1994 - 1997
Skills
Management, Consumer Products, Product Development, Brand Development, Cross-functional Team..., Retail, Brand Management, Forecasting, Marketing Strategy, P&L Management
Education
Iowa State University
Bachelor of Science (BS)
Iowa State University
Bachelor of Arts (B.A.)
Yankee Candle Company 2009 - Present
Yankee Candle Company 2007 - 2009
Yankee Candle Company 2004 - 2007
Wunderman August 2000 - October 2001
Brierley & Partners 1998 - 2000
Scudder Investments 1994 - 1997
Skills
Management, Consumer Products, Product Development, Brand Development, Cross-functional Team..., Retail, Brand Management, Forecasting, Marketing Strategy, P&L Management
Education
Iowa State University
Bachelor of Science (BS)
Iowa State University
Bachelor of Arts (B.A.)
Maureen Mitchell's Scudder Investments Experience 1996 - 1998
Job at
Industry Financial Services
Experience
GE Asset Management July 2009 - Present
Highland Capital Management, L.P. July 2008 - June 2009
Bear Stearns Asset Management August 1998 - June 2008
Scudder Investments 1996 - 1998
U.S. Trust Co. 1989 - 1996
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Capital Markets, Private Equity, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Emerging Markets, Derivatives
Education
City College of New York
BA with honors
Fordham University
Master's degree
GE Asset Management July 2009 - Present
Highland Capital Management, L.P. July 2008 - June 2009
Bear Stearns Asset Management August 1998 - June 2008
Scudder Investments 1996 - 1998
U.S. Trust Co. 1989 - 1996
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Capital Markets, Private Equity, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Emerging Markets, Derivatives
Education
City College of New York
BA with honors
Fordham University
Master's degree
Bernard Laureus's Scudder Investments Experience March 2006 - July 2007
Job Portfolio Analyst at MainStreet Advisors
Industry Banking
Experience
MainStreet Advisors August 2013 - Present
Northern Trust September 2012 - August 2013
Northern Trust May 2007 - September 2012
Scudder Investments March 2006 - July 2007
Northern Trust January 2006 - May 2007
Scudder Investments March 2004 - July 2005
UBS Financial Services May 2003 - September 2003
American Express Financial Advisors September 2002 - November 2002
Education
DePaul University 1999 — 2003
B.A., Finance
DePaul University
Bachelor of Science, Finance
MainStreet Advisors August 2013 - Present
Northern Trust September 2012 - August 2013
Northern Trust May 2007 - September 2012
Scudder Investments March 2006 - July 2007
Northern Trust January 2006 - May 2007
Scudder Investments March 2004 - July 2005
UBS Financial Services May 2003 - September 2003
American Express Financial Advisors September 2002 - November 2002
Education
DePaul University 1999 — 2003
B.A., Finance
DePaul University
Bachelor of Science, Finance
David Deminico's Scudder Investments Experience 1992 - 1997
Job Business Analyst at Commonwealth Care Alliance
Industry Hospital & Health Care
Experience
Commonwealth Care Alliance September 2013 - Present
Commonwealth Care Alliance 2013 - 2014
Commonwealth Care Alliance 2013 - 2014
ING 2005 - February 2013
ING 2000 - 2005
ING 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Pensions, 401k, Business Analysis, Vendor Management, SharePoint, Access, Analysis, SQL, Coaching, Microsoft Excel, Corporate Finance, Asset Managment, Outlook, Software Documentation, Microsoft Word, Financial Structuring, Content Management, Toad 9.0, Incident Investigation, Sports Coaching, Sports, VXML, OMNI Plan, OMNI Plus, DT6000, Technical Documentation, Oracle SQL, Testing
Education
Massachusetts College of Liberal Arts 1986 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Commonwealth Care Alliance September 2013 - Present
Commonwealth Care Alliance 2013 - 2014
Commonwealth Care Alliance 2013 - 2014
ING 2005 - February 2013
ING 2000 - 2005
ING 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Pensions, 401k, Business Analysis, Vendor Management, SharePoint, Access, Analysis, SQL, Coaching, Microsoft Excel, Corporate Finance, Asset Managment, Outlook, Software Documentation, Microsoft Word, Financial Structuring, Content Management, Toad 9.0, Incident Investigation, Sports Coaching, Sports, VXML, OMNI Plan, OMNI Plus, DT6000, Technical Documentation, Oracle SQL, Testing
Education
Massachusetts College of Liberal Arts 1986 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Darrin Oberhofer's Scudder Investments Experience January 2004 - August 2004
Job Vice PresidentFund Operations at Inland Real Estate Investment Corporation
Industry Financial Services
Experience
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Amanda Weimer Ziehm's Scudder Investments Experience 1999 - 2002
Job Cofounder & Executive at Sneaker Tree
Industry Nonprofit Organization Management
Experience
Sneaker Tree December 2010 - Present
Citigroup 2006 - 2009
The Burridge Group 2002 - 2004
Scudder Investments 1999 - 2002
Skills
Entrepreneurship, Analytics, Business Strategy, Management, Financial Modeling, Strategy, Business Planning, Start-ups, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Masters of Business Administration, Marketing, Finance, Management & Organizations
Knox College 1995 — 1999
Bachelor of Arts, International Studies & German with Honors
Sneaker Tree December 2010 - Present
Citigroup 2006 - 2009
The Burridge Group 2002 - 2004
Scudder Investments 1999 - 2002
Skills
Entrepreneurship, Analytics, Business Strategy, Management, Financial Modeling, Strategy, Business Planning, Start-ups, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Masters of Business Administration, Marketing, Finance, Management & Organizations
Knox College 1995 — 1999
Bachelor of Arts, International Studies & German with Honors
Matt Massier's Scudder Investments Experience October 2001 - December 2002
Job Vice President CDO Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank February 2011 - Present
Bank of America January 2003 - January 2011
Scudder Investments October 2001 - December 2002
Skills
Capital Markets, CLO, Loans, Relationship Management, Financial Modeling, Finance
Education
Iowa State University - College of Business 1997 — 2001
Finance
U.S. Bank February 2011 - Present
Bank of America January 2003 - January 2011
Scudder Investments October 2001 - December 2002
Skills
Capital Markets, CLO, Loans, Relationship Management, Financial Modeling, Finance
Education
Iowa State University - College of Business 1997 — 2001
Finance
Ed Villani's Scudder Investments Experience 1991 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
Kate Finn's Scudder Investments Experience 1995 - 2001
Job HRIS
Industry Human Resources
Experience
Roundy's Supermarkets, Inc. June 2007 - October 2014
Spano Pratt July 2002 - April 2004
Deutsche Bank AG 2001 - 2002
Scudder Investments 1995 - 2001
Arthur Andersen 1992 - 1995
Skills
HRIS, PeopleSoft, Onboarding, Human Resources, Benefits Administration, Employee Relations, Deferred Compensation, Employee Benefits, Personnel Management
Education
DePaul University 1991 — 1994
American International School
Roundy's Supermarkets, Inc. June 2007 - October 2014
Spano Pratt July 2002 - April 2004
Deutsche Bank AG 2001 - 2002
Scudder Investments 1995 - 2001
Arthur Andersen 1992 - 1995
Skills
HRIS, PeopleSoft, Onboarding, Human Resources, Benefits Administration, Employee Relations, Deferred Compensation, Employee Benefits, Personnel Management
Education
DePaul University 1991 — 1994
American International School
Peter Yunger's Scudder Investments Experience August 2000 - May 2002
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Tony Natale's Scudder Investments Experience August 2000 - January 2002
Job RVP Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC February 2007 - Present
Jackson National Life March 2006 - February 2007
Jackson National Life February 2004 - February 2006
Scudder Investments August 2000 - January 2002
Skills
Investments, Series 7, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Retirement, Series 6, Wealth Management, Securities, 401k, Insurance, Strategic Financial..., Financial Services, Alternative Investments
Education
Eastern Illinois University 1996 — 2000
Finance
Jackson National Life Distributors LLC February 2007 - Present
Jackson National Life March 2006 - February 2007
Jackson National Life February 2004 - February 2006
Scudder Investments August 2000 - January 2002
Skills
Investments, Series 7, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Retirement, Series 6, Wealth Management, Securities, 401k, Insurance, Strategic Financial..., Financial Services, Alternative Investments
Education
Eastern Illinois University 1996 — 2000
Finance
Claire Shaughnessy, CFA's Scudder Investments Experience February 1993 - May 1996
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Dawn Jacobsen's Scudder Investments Experience January 2002 - July 2004
Job Director of Strategic Relationships at IPA Investment Program Association
Industry Financial Services
Experience
Investment Program Association March 2014 - Present
Investment Program Association June 2010 - March 2014
Corporate Executive Board August 2009 - June 2010
Morningstar/Ibbotson March 2007 - March 2009
Ibbotson Associates September 2005 - April 2007
Kemper Financial 1994 - 2005
Scudder Investments January 2002 - July 2004
Deutsche Asset Management (acquired Zurich Scudder Investments, acquired Kemper Financial Svcs.) 1998 - 2003
Kemper Financial Services 1995 - 2003
Skills
Management, Competitive Analysis, Asset Allocation, Marketing, Project Management, Due Diligence, Sales Management, Sales, Insurance, Large-scale Event..., Website Oversight, Highly skilled..., Communications Planning, Real Estate, Mutual Funds, Strategy, Strategic Planning, Investments, Financial Services, Strategic Communications, Fixed Annuities, Series 63, Integrated Marketing, Marketing Communications, Morningstar Direct, Strategic Partnerships, Public Relations, Relationship Management, Alternative Investments, Securities
Education
Illinois State University 1979 — 1983
BA, Speech Communication
Illinois State University
Bachelor of Arts (B.A.), Communication and PR
Investment Program Association March 2014 - Present
Investment Program Association June 2010 - March 2014
Corporate Executive Board August 2009 - June 2010
Morningstar/Ibbotson March 2007 - March 2009
Ibbotson Associates September 2005 - April 2007
Kemper Financial 1994 - 2005
Scudder Investments January 2002 - July 2004
Deutsche Asset Management (acquired Zurich Scudder Investments, acquired Kemper Financial Svcs.) 1998 - 2003
Kemper Financial Services 1995 - 2003
Skills
Management, Competitive Analysis, Asset Allocation, Marketing, Project Management, Due Diligence, Sales Management, Sales, Insurance, Large-scale Event..., Website Oversight, Highly skilled..., Communications Planning, Real Estate, Mutual Funds, Strategy, Strategic Planning, Investments, Financial Services, Strategic Communications, Fixed Annuities, Series 63, Integrated Marketing, Marketing Communications, Morningstar Direct, Strategic Partnerships, Public Relations, Relationship Management, Alternative Investments, Securities
Education
Illinois State University 1979 — 1983
BA, Speech Communication
Illinois State University
Bachelor of Arts (B.A.), Communication and PR
Elizabeth Burney's Scudder Investments Experience 1993 - 1995
Job Investment Coordinator at 3 Dimensional Wealth Advisory
Industry Financial Services
Experience
3 Dimensional Wealth Advisory September 2006 - Present
Global Computer Supplies June 1998 - July 2000
Scudder Investments 1993 - 1995
Skills
Customer Relations, Microsoft Office, Excel, Investments, Customer Service, Risk Management, Business Development, Business Analysis
Education
Franklin & Marshall College
BA, English
NYU Stern School of Business
MBA, Finance
3 Dimensional Wealth Advisory September 2006 - Present
Global Computer Supplies June 1998 - July 2000
Scudder Investments 1993 - 1995
Skills
Customer Relations, Microsoft Office, Excel, Investments, Customer Service, Risk Management, Business Development, Business Analysis
Education
Franklin & Marshall College
BA, English
NYU Stern School of Business
MBA, Finance
Laurie France's Scudder Investments Experience November 1997 - November 1999
Job Director IIS Control Columbia Management Services Inc
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Columbia Threadneedle Investments, US June 2007 - Present
Pioneer Investments October 2004 - June 2007
Boston Financial Data Services July 2004 - October 2004
Federated Investors July 2000 - July 2004
Scudder Investments November 1997 - November 1999
Skills
Investments, Asset Management, Series 6, Compliance, Transfer Agency, Alternative Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Process Improvement, Risk Management, Series 63, Securities
Education
Fitchburg State College 1988 — 1992
Bachelor of Science (B.S.), Communication and Media Studies
Fitchburg State University
Patricia Boe's Scudder Investments Experience 1994 - 2003
Job Portfolio Assistant
Industry Financial Services
Experience
Scudder Investments 1994 - 2003
Zurich Scudder Investments 1989 - 1994
Kemper Financial Services 1986 - 1989
Education
DePaul University 1995 — 2013
Bachelors, Finance
Harper College 1992 — 1995
A.A. Degree, Business Administration
Scudder Investments 1994 - 2003
Zurich Scudder Investments 1989 - 1994
Kemper Financial Services 1986 - 1989
Education
DePaul University 1995 — 2013
Bachelors, Finance
Harper College 1992 — 1995
A.A. Degree, Business Administration
Matthew Kruger's Scudder Investments Experience June 1998 - October 1999
Job Senior Manager
Industry Investment Management
Experience
T. Rowe Price May 2015 - Present
J.P. Morgan January 2013 - April 2015
J.P. Morgan September 2007 - December 2012
J.P. Morgan October 2004 - September 2007
J.P. Morgan August 2000 - October 2004
Scudder Investments June 1998 - October 1999
Scudder Investments October 1995 - June 1998
Scudder Investments March 1994 - October 1995
Thatcher, Profitt & Wood February 1993 - March 1994
Skills
Business Analysis, Project Management, Operational Risk..., IT Strategy, Offshore Management, Vendor Relationships, Fixed Income, Equities, Investments, Risk Management, Alternative Investments, Real Estate, Investment Management, Business Strategy, Finance, Financial Risk, Trading, Financial Services, Strategic Technology..., Mutual Funds, Budgets, Relationship Management, Program Management, Operations Management, CRM, Management, Hedge Funds, Derivatives, Due Diligence, Banking, Strategy, Investment Banking
Education
Chubb Institute 1999 — 2000
Certificate, Computer Programming
Marist College 1988 — 1992
BA, Political Science, Russian, Economics
St. Anthony's High School 1984 — 1988
T. Rowe Price May 2015 - Present
J.P. Morgan January 2013 - April 2015
J.P. Morgan September 2007 - December 2012
J.P. Morgan October 2004 - September 2007
J.P. Morgan August 2000 - October 2004
Scudder Investments June 1998 - October 1999
Scudder Investments October 1995 - June 1998
Scudder Investments March 1994 - October 1995
Thatcher, Profitt & Wood February 1993 - March 1994
Skills
Business Analysis, Project Management, Operational Risk..., IT Strategy, Offshore Management, Vendor Relationships, Fixed Income, Equities, Investments, Risk Management, Alternative Investments, Real Estate, Investment Management, Business Strategy, Finance, Financial Risk, Trading, Financial Services, Strategic Technology..., Mutual Funds, Budgets, Relationship Management, Program Management, Operations Management, CRM, Management, Hedge Funds, Derivatives, Due Diligence, Banking, Strategy, Investment Banking
Education
Chubb Institute 1999 — 2000
Certificate, Computer Programming
Marist College 1988 — 1992
BA, Political Science, Russian, Economics
St. Anthony's High School 1984 — 1988
Michelle Flatt's Scudder Investments Experience 1992 - 1994
Job Certified Healthcare Access Associate
Industry Hospital & Health Care
Experience
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
Chris Pingpank's Scudder Investments Experience 2000 - 2001
Job Principal & CoFounder at Shea & Company
Industry Investment Banking
Experience
Shea & Company March 2005 - Present
JP Morgan 2001 - 2004
Scudder Investments 2000 - 2001
Dreyfus 1998 - 2000
Skills
Mergers, Private Placements, Corporate Development, Financial Services, Investment Banking, Asset Managment, Due Diligence, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Joint Ventures, Securities, Corporate Governance, Business Strategy, Finance, Capital Raising, Financial Advisory, Enterprise Software
Education
Colgate University 1994 — 1998
A.B., Political Science
Shea & Company March 2005 - Present
JP Morgan 2001 - 2004
Scudder Investments 2000 - 2001
Dreyfus 1998 - 2000
Skills
Mergers, Private Placements, Corporate Development, Financial Services, Investment Banking, Asset Managment, Due Diligence, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Joint Ventures, Securities, Corporate Governance, Business Strategy, Finance, Capital Raising, Financial Advisory, Enterprise Software
Education
Colgate University 1994 — 1998
A.B., Political Science
Joseph Saldana's Scudder Investments Experience 2000 - 2002
Job COO at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisory Group 2014 - 2015
FTA Partners 2010 - 2012
C Change Investments 2008 - 2010
Lehman Brothers 2007 - 2008
Cru Capital 2005 - 2007
Deutsche Bank 1996 - 2004
Scudder Investments 2000 - 2002
Banker Trust 1996 - 2000
AllianceBernstein 1990 - 1996
Skills
Hedge Funds, Due Diligence, Investments, Portfolio Management, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Private Equity, Venture Capital, Asset Management, Risk Management, Options, Derivatives, Trading, Equities
Education
Dowling College 1991 — 1993
Master's degree, Business Administration and Management, General, 3.7
Dowling College 1980 — 1986
BA, Math
Pinnacle Advisory Group 2014 - 2015
FTA Partners 2010 - 2012
C Change Investments 2008 - 2010
Lehman Brothers 2007 - 2008
Cru Capital 2005 - 2007
Deutsche Bank 1996 - 2004
Scudder Investments 2000 - 2002
Banker Trust 1996 - 2000
AllianceBernstein 1990 - 1996
Skills
Hedge Funds, Due Diligence, Investments, Portfolio Management, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Private Equity, Venture Capital, Asset Management, Risk Management, Options, Derivatives, Trading, Equities
Education
Dowling College 1991 — 1993
Master's degree, Business Administration and Management, General, 3.7
Dowling College 1980 — 1986
BA, Math
SHANNON BLOMGREN's Scudder Investments Experience May 2000 - August 2003
Job Property Administrator*Commercial*Industrial*Greater Chicago Area
Industry Commercial Real Estate
Experience
Jones Lang LaSalle March 2009 - Present
Prime Group Realty Trust June 2005 - March 2009
Scudder Investments May 2000 - August 2003
Education
Illinois State University 1997 — 1999
BS, Mass Communications, Minor in Psychology
Western Ililinois University 1995 — 1997
Communications
Jones Lang LaSalle March 2009 - Present
Prime Group Realty Trust June 2005 - March 2009
Scudder Investments May 2000 - August 2003
Education
Illinois State University 1997 — 1999
BS, Mass Communications, Minor in Psychology
Western Ililinois University 1995 — 1997
Communications
Marco Tanzi's Scudder Investments Experience 1999 - 2002
Job Director of Client Support Services
Industry Human Resources
Experience
Paylocity June 2015 - Present
Paylocity September 2012 - July 2015
Paylocity September 2004 - September 2012
ADP November 2002 - September 2004
Scudder Investments 1999 - 2002
Skills
Payroll, 401k, Employee Benefits, Time Management, Human Resources, HRIS, Benefits Administration, Cold Calling, Salesforce.com, Customer Service, ADP Payroll
Education
DePaul University 1995 — 1999
Bachelors, Marketing
Paylocity June 2015 - Present
Paylocity September 2012 - July 2015
Paylocity September 2004 - September 2012
ADP November 2002 - September 2004
Scudder Investments 1999 - 2002
Skills
Payroll, 401k, Employee Benefits, Time Management, Human Resources, HRIS, Benefits Administration, Cold Calling, Salesforce.com, Customer Service, ADP Payroll
Education
DePaul University 1995 — 1999
Bachelors, Marketing
Anne Marie Budden's Scudder Investments Experience 1996 - 2002
Job Internet Shopping Consultant at shop.com/anbudden
Industry Retail
Experience
shop.com/anbudden December 2012 - Present
Town of Hanover September 2007 - Present
SHOP.COM 2012 - 2013
Shop.com/anbudden 2012 - 2013
Scudder Investments 1996 - 2002
Skills
Financial Services, Vendor Management, Customer Service, Wealth Management, Change Management, Team Building, Management, Mutual Funds, Leadership
Education
Curry College 2005 — 2011
M.Ed., Special Education
Curry College 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Massasoit Community College 1993 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Massachusetts College of Liberal Arts 1985 — 1985
BA, Business
Marshfield High School 1981 — 1985
Diploma, College Prep
shop.com/anbudden December 2012 - Present
Town of Hanover September 2007 - Present
SHOP.COM 2012 - 2013
Shop.com/anbudden 2012 - 2013
Scudder Investments 1996 - 2002
Skills
Financial Services, Vendor Management, Customer Service, Wealth Management, Change Management, Team Building, Management, Mutual Funds, Leadership
Education
Curry College 2005 — 2011
M.Ed., Special Education
Curry College 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Massasoit Community College 1993 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Massachusetts College of Liberal Arts 1985 — 1985
BA, Business
Marshfield High School 1981 — 1985
Diploma, College Prep
Chris Vander Wal's Scudder Investments Experience February 2002 - June 2004
Job Real Estate Salesperson at Real Estate One
Industry Real Estate
Experience
Real Estate One Success March 2012 - November 2012
Smilin' Dogs November 2006 - July 2010
Scudder Investments February 2002 - June 2004
Arthur Murray Dance Studio March 1997 - December 2001
Skills
Customer Service, Writing, Screenwriting
Education
Columbia College Chicago
Bachelor of Arts (B.A.), Film
Real Estate One Success March 2012 - November 2012
Smilin' Dogs November 2006 - July 2010
Scudder Investments February 2002 - June 2004
Arthur Murray Dance Studio March 1997 - December 2001
Skills
Customer Service, Writing, Screenwriting
Education
Columbia College Chicago
Bachelor of Arts (B.A.), Film
Nancy Poikonen's Scudder Investments Experience March 2004 - August 2005
Job Sanctions Compliance Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation September 2012 - March 2014
Citadel/ Omnium October 2010 - April 2012
Harbor Funds July 2007 - October 2010
RiverNorth Capital Management, Inc August 2005 - July 2007
Scudder Investments March 2004 - August 2005
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Financial Services, Options, Trading, Asset Management, Securities
Education
DePauw University 1999 — 2003
Bachelor of Arts, Political Science and Conflict Studies
Northern Trust Corporation June 2015 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation September 2012 - March 2014
Citadel/ Omnium October 2010 - April 2012
Harbor Funds July 2007 - October 2010
RiverNorth Capital Management, Inc August 2005 - July 2007
Scudder Investments March 2004 - August 2005
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Financial Services, Options, Trading, Asset Management, Securities
Education
DePauw University 1999 — 2003
Bachelor of Arts, Political Science and Conflict Studies
Dennis Doucet's Scudder Investments Experience 1997 - 2001
Job Consultant at Enterprise Iron
Industry Financial Services
Experience
Enterprise Iron October 2006 - Present
CitiStreet October 2003 - October 2006
Emplanet, Inc. September 2001 - May 2003
Scudder Investments 1997 - 2001
Putnam Investments 1994 - 1997
Abby Financial 1991 - 1994
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Services, Mutual Funds, Defined Contribution, Benefits Administration, Relationship Management, Vendor Management, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Testing, Data Conversion, User Acceptance Testing, SDLC, Business Process..., Business Process..., Visio, Risk Management
Education
Franklin Pierce College 1987 — 1989
Bachelor's degree, Marketing
University of Massachusetts, Amherst 1982 — 1985
Enterprise Iron October 2006 - Present
CitiStreet October 2003 - October 2006
Emplanet, Inc. September 2001 - May 2003
Scudder Investments 1997 - 2001
Putnam Investments 1994 - 1997
Abby Financial 1991 - 1994
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Services, Mutual Funds, Defined Contribution, Benefits Administration, Relationship Management, Vendor Management, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Testing, Data Conversion, User Acceptance Testing, SDLC, Business Process..., Business Process..., Visio, Risk Management
Education
Franklin Pierce College 1987 — 1989
Bachelor's degree, Marketing
University of Massachusetts, Amherst 1982 — 1985
Nancy Teeven's Scudder Investments Experience January 1992 - December 1997
Job VP Institutional Marketing, TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF January 2004 - December 2008
Practical Perspectives Management Consulting January 2002 - January 2004
Zurich Scudder Investments January 1998 - December 2001
Scudder Investments January 1992 - December 1997
Education
Cornell University 1977 — 1981
Bachelor of Science
TIAA-CREF November 2010 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF January 2004 - December 2008
Practical Perspectives Management Consulting January 2002 - January 2004
Zurich Scudder Investments January 1998 - December 2001
Scudder Investments January 1992 - December 1997
Education
Cornell University 1977 — 1981
Bachelor of Science
Diane Mullen's Scudder Investments Experience October 1991 - October 1994
Job Manager, Intercultural Academy at Cartus
Industry Professional Training & Coaching
Experience
Cartus January 2015 - Present
Cartus October 2003 - December 2014
Cartus October 2000 - September 2003
Federal Reserve Bank of Chicago October 1997 - January 2000
Federal Reserve Bank of Chicago October 1995 - September 1997
Norrell Services December 1994 - June 1995
Scudder Investments October 1991 - October 1994
Scudder Investments August 1988 - September 1991
Scudder Investments October 1987 - August 1988
Skills
Intercultural..., Public Speaking, Workshop Facilitation, Coaching, Organizational..., Leadership Development, Program Management, Team Building, Management, Leadership, Executive Coaching, Training
Education
Loyola University Chicago
Master of Science (MS), Organizational Development
Denison University
Bachelor's degree, History/Spanish
Cartus January 2015 - Present
Cartus October 2003 - December 2014
Cartus October 2000 - September 2003
Federal Reserve Bank of Chicago October 1997 - January 2000
Federal Reserve Bank of Chicago October 1995 - September 1997
Norrell Services December 1994 - June 1995
Scudder Investments October 1991 - October 1994
Scudder Investments August 1988 - September 1991
Scudder Investments October 1987 - August 1988
Skills
Intercultural..., Public Speaking, Workshop Facilitation, Coaching, Organizational..., Leadership Development, Program Management, Team Building, Management, Leadership, Executive Coaching, Training
Education
Loyola University Chicago
Master of Science (MS), Organizational Development
Denison University
Bachelor's degree, History/Spanish
Christopher Cordeiro, CIMA®'s Scudder Investments Experience January 1997 - August 1998
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Sharon Santopadre's Scudder Investments Experience April 1996 - August 2002
Job Financial Assistant
Industry Financial Services
Experience
a financial service company March 2011 - Present
Inside Ultrasound, Inc. July 2005 - November 2010
McHenry School District 15 2003 - 2010
United Rentals 2003 - 2005
Deutsche Asset Management April 1996 - August 2002
Scudder Investments April 1996 - August 2002
Zurich Scudder Investments April 1996 - August 2002
Zurich Financial Services April 1996 - August 2002
Education
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Illinois University 1992 — 1994
BS, Accountancy
a financial service company March 2011 - Present
Inside Ultrasound, Inc. July 2005 - November 2010
McHenry School District 15 2003 - 2010
United Rentals 2003 - 2005
Deutsche Asset Management April 1996 - August 2002
Scudder Investments April 1996 - August 2002
Zurich Scudder Investments April 1996 - August 2002
Zurich Financial Services April 1996 - August 2002
Education
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Illinois University 1992 — 1994
BS, Accountancy
Shannon Coady's Scudder Investments Experience August 1999 - May 2005
Job Back office support at UniFinancial Corporation
Industry Insurance
Experience
UniFinancial Corporation March 2008 - Present
Plante Moran October 2005 - March 2008
Scudder Investments August 1999 - May 2005
Education
Kalamazoo College 1995 — 1999
Bachelor of Arts (BA), Economics
UniFinancial Corporation March 2008 - Present
Plante Moran October 2005 - March 2008
Scudder Investments August 1999 - May 2005
Education
Kalamazoo College 1995 — 1999
Bachelor of Arts (BA), Economics
Peter MacEntee's Scudder Investments Experience October 2002 - December 2003
Job Regional Director Chicago at Henderson Global Investors
Industry
Experience
Henderson Global Investors January 2004 - Present
Scudder Investments October 2002 - December 2003
Boys Hope Girls Hope August 2001 - August 2002
Education
John Carroll University 1997 — 2001
Business, Finance
Marist High School 1993 — 1997
Henderson Global Investors January 2004 - Present
Scudder Investments October 2002 - December 2003
Boys Hope Girls Hope August 2001 - August 2002
Education
John Carroll University 1997 — 2001
Business, Finance
Marist High School 1993 — 1997
Raymond Papera's Scudder Investments Experience 1985 - 1991
Job Senior VicePresident at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2007 - Present
AllianceBernstein June 1991 - Present
Scudder Investments 1985 - 1991
Lehman Management Company 1982 - 1985
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Money Market, Asset Managment, Bloomberg, Series 7, Portfolio Management
Education
Husson University 1974 — 1978
BS, Accounting
Husson University 1974 — 1978
Bachelor of Science (BS), Accounting
AllianceBernstein September 2007 - Present
AllianceBernstein June 1991 - Present
Scudder Investments 1985 - 1991
Lehman Management Company 1982 - 1985
Skills
Equities, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Money Market, Asset Managment, Bloomberg, Series 7, Portfolio Management
Education
Husson University 1974 — 1978
BS, Accounting
Husson University 1974 — 1978
Bachelor of Science (BS), Accounting
Richard Froio's Scudder Investments Experience September 1990 - March 1995
Job Deputy Chief Compliance Officer at PIMCO
Industry Investment Management
Experience
PIMCO December 2012 - Present
BlackRock, Inc. May 2006 - December 2012
Barclays Global Investors May 2006 - December 2009
BISYS Fund Services April 1999 - May 2006
Loomis, Sayles & Company March 1997 - April 1999
Fidelity Investments March 1995 - March 1997
Scudder Investments September 1990 - March 1995
Durgan Group Travle/Crimson Travel 1990 - 1991
Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading
Education
Suffolk University - Sawyer School of Management 1992 — 1996
Management
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor of Arts, English/Public Relations
Morrison School
PIMCO December 2012 - Present
BlackRock, Inc. May 2006 - December 2012
Barclays Global Investors May 2006 - December 2009
BISYS Fund Services April 1999 - May 2006
Loomis, Sayles & Company March 1997 - April 1999
Fidelity Investments March 1995 - March 1997
Scudder Investments September 1990 - March 1995
Durgan Group Travle/Crimson Travel 1990 - 1991
Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading
Education
Suffolk University - Sawyer School of Management 1992 — 1996
Management
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor of Arts, English/Public Relations
Morrison School
Nancy Opek's Scudder Investments Experience September 1998 - September 1999
Job IT/Project Analyst at AT&T
Industry Telecommunications
Experience
Amdocs September 2012 - March 2013
Amdocs May 2007 - September 2012
AT&T September 1999 - May 2007
Scudder Investments September 1998 - September 1999
Skills
Platforms:Z/OS..., Programming: COBOL,..., Job Control Language..., Databases: IBM DB2,..., Tools: Microsoft..., SiteMover, Adobe..., Workbench, Xpediter,..., Filenet P8 (Document...
Education
Loyola University of Chicago 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Surabaya, Surabaya, Indonesia 1991 — 1995
Bachelor's degree, Industrial Engineering
Amdocs September 2012 - March 2013
Amdocs May 2007 - September 2012
AT&T September 1999 - May 2007
Scudder Investments September 1998 - September 1999
Skills
Platforms:Z/OS..., Programming: COBOL,..., Job Control Language..., Databases: IBM DB2,..., Tools: Microsoft..., SiteMover, Adobe..., Workbench, Xpediter,..., Filenet P8 (Document...
Education
Loyola University of Chicago 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
University of Surabaya, Surabaya, Indonesia 1991 — 1995
Bachelor's degree, Industrial Engineering
Shawn Korf's Scudder Investments Experience 2001 - 2003
Job Benefits Manager at Massachusetts Institute of Technology
Industry Financial Services
Experience
MIT April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - April 2013
John Hancock Life Insurance Company (U.S.A.) September 2004 - 2007
ADP 2003 - 2004
Scudder Investments 2001 - 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Employee Benefits, Process Improvement, Management, Vendor Management, Insurance, Talent Management, Financial Services, Onboarding, Human Resources, Performance Management
Education
Granite State College
Bachelor of Science (BS), Business Administration and Management, General
MIT April 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - April 2013
John Hancock Life Insurance Company (U.S.A.) September 2004 - 2007
ADP 2003 - 2004
Scudder Investments 2001 - 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Employee Benefits, Process Improvement, Management, Vendor Management, Insurance, Talent Management, Financial Services, Onboarding, Human Resources, Performance Management
Education
Granite State College
Bachelor of Science (BS), Business Administration and Management, General
Donna Mikesic's Scudder Investments Experience November 1997 - April 2008
Job Patient Transition Specialist at Apria Healthcare
Industry Investment Management
Experience
Apria Healthcare December 2013 - Present
DST Systems May 2008 - June 2013
Scudder Investments November 1997 - April 2008
Guaranty Bank and Trust Company September 1997 - November 1998
Skills
Accounts Payable, Managing Client..., Research, Client Service, User Documentation, Tax Reporting, Highly detail oriented, Dependable Team Player, Accounting, Risk Management, Client Services
Education
Kansas City Kansas Community College 1992 — 1994
University of Kansas 1981 — 1985
Bachelor of Arts (BA), Human Development and Family Studies, General
Apria Healthcare December 2013 - Present
DST Systems May 2008 - June 2013
Scudder Investments November 1997 - April 2008
Guaranty Bank and Trust Company September 1997 - November 1998
Skills
Accounts Payable, Managing Client..., Research, Client Service, User Documentation, Tax Reporting, Highly detail oriented, Dependable Team Player, Accounting, Risk Management, Client Services
Education
Kansas City Kansas Community College 1992 — 1994
University of Kansas 1981 — 1985
Bachelor of Arts (BA), Human Development and Family Studies, General
Paula Boyer's Scudder Investments Experience 1998 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Scudder Investments 1998 - 2003
Skills
Community Organizer, Worked with..., Community Board Director, Volunteer Fund Raiser, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office
Education
Framingham State College
Master's degree, Health/Health Care Administration/Management
Northeastern University
B.S., Sociology/Anthropology
Scudder Investments 1998 - 2003
Skills
Community Organizer, Worked with..., Community Board Director, Volunteer Fund Raiser, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office
Education
Framingham State College
Master's degree, Health/Health Care Administration/Management
Northeastern University
B.S., Sociology/Anthropology
Terry Muldoon's Scudder Investments Experience November 2002 - December 2003
Job Divisional Director Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors January 2006 - Present
Van Kampen Investments July 2004 - December 2005
InnerWorkings January 2004 - June 2005
Scudder Investments November 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Team Leadership, Sales, Budgets, Negotiation
Education
Marquette University 1998 — 2002
Marketing/Marketing Management
Henderson Global Investors January 2006 - Present
Van Kampen Investments July 2004 - December 2005
InnerWorkings January 2004 - June 2005
Scudder Investments November 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Team Leadership, Sales, Budgets, Negotiation
Education
Marquette University 1998 — 2002
Marketing/Marketing Management
Barry Cowgill's Scudder Investments Experience January 2000 - May 2002
Job Marketing Teacher at Plymouth Public Schools
Industry Education Management
Experience
Plymouth Public Schools August 2004 - Present
Scudder Investments January 2000 - May 2002
Scudder Investments October 1997 - January 2000
Skills
Classroom, Curriculum Development, Curriculum Design, Educational Technology, Instructional Technology, Teacher Training, Educational Leadership, Lesson Planning, Classroom Management, Special Education, Staff Development, K-12, Teaching, Instructional Design, Differentiated..., Tutoring, Literacy, Adult Education, Technology Integration, Higher Education
Education
Johnson and Wales University 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Parks, Recreation and Leisure Facilities Management
University of South Florida 1992 — 1993
Business Administration and Management, General
Plymouth Public Schools August 2004 - Present
Scudder Investments January 2000 - May 2002
Scudder Investments October 1997 - January 2000
Skills
Classroom, Curriculum Development, Curriculum Design, Educational Technology, Instructional Technology, Teacher Training, Educational Leadership, Lesson Planning, Classroom Management, Special Education, Staff Development, K-12, Teaching, Instructional Design, Differentiated..., Tutoring, Literacy, Adult Education, Technology Integration, Higher Education
Education
Johnson and Wales University 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Parks, Recreation and Leisure Facilities Management
University of South Florida 1992 — 1993
Business Administration and Management, General
Christine Hammel's Scudder Investments Experience 1996 - 2001
Job Vice President, Treasurer's Office at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 2005 - 2014
Bank of America 2001 - 2005
Scudder Investments 1996 - 2001
Education
Fairfield University 1992 — 1996
Bachelor's Degree, Finance, General
Belmont High School, Belmont, Massachusetts 1988 — 1992
Deutsche Asset Management 2005 - 2014
Bank of America 2001 - 2005
Scudder Investments 1996 - 2001
Education
Fairfield University 1992 — 1996
Bachelor's Degree, Finance, General
Belmont High School, Belmont, Massachusetts 1988 — 1992