Scudder Investments
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Scudder Investments Employees
Employee
Years
Job
Industry
David Gaylord David Gaylord's Scudder Investments Experience 1998 - 2002
Job Highly Qualified Operations Manager
Industry Financial Services
Experience
Creative Planning Inc. 2015 - 2015
DST Systems 2008 - 2014
DST Systems 2002 - 2008
Scudder Investments 1998 - 2002
Kemper Services Company 1996 - 1998
Kemper Services Company 1993 - 1996
Skills
Team Training, Employee Learning &..., Workflow Management, Project Management, High Performance Teams, Customer Service..., Cross-functional Team..., Effective Networking, Strategic Visionary, Customer Service, Leadership, Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, CRM
Education
Missouri State University
Bachelor of Science (B.S.), Business Management with Emphasis in Human Resources
Creative Planning Inc. 2015 - 2015
DST Systems 2008 - 2014
DST Systems 2002 - 2008
Scudder Investments 1998 - 2002
Kemper Services Company 1996 - 1998
Kemper Services Company 1993 - 1996
Skills
Team Training, Employee Learning &..., Workflow Management, Project Management, High Performance Teams, Customer Service..., Cross-functional Team..., Effective Networking, Strategic Visionary, Customer Service, Leadership, Management, Strategic Planning, Vendor Management, Process Improvement, Business Analysis, CRM
Education
Missouri State University
Bachelor of Science (B.S.), Business Management with Emphasis in Human Resources
Lisa Whitney Scott Lisa Whitney Scott's Scudder Investments Experience 1996 - 2000
Job Xerox Company
Industry Graphic Design
Experience
Xerox Company January 2011 - Present
getCreative! (self employed) January 2010 - Present
The Hanover Insurance Group September 2008 - January 2010
Fidelity Investments January 2000 - August 2008
Scudder Investments 1996 - 2000
Skills
Graphic Design, Direct Mail, Creative Direction, Advertising, Art Direction, Adobe Creative Suite, Brochures, InDesign, Illustrator, Adobe Acrobat, Logo Design, Layout, Graphics, Branding & Identity, Mac, Photoshop, Digital Printing
Education
Plymouth State University 1989 — 1991
BA, Graphic Design
Chamberlayne Jr. College 1986 — 1988
Associate's Degree, Advertisting Design and Photography
Woburn High School
Xerox Company January 2011 - Present
getCreative! (self employed) January 2010 - Present
The Hanover Insurance Group September 2008 - January 2010
Fidelity Investments January 2000 - August 2008
Scudder Investments 1996 - 2000
Skills
Graphic Design, Direct Mail, Creative Direction, Advertising, Art Direction, Adobe Creative Suite, Brochures, InDesign, Illustrator, Adobe Acrobat, Logo Design, Layout, Graphics, Branding & Identity, Mac, Photoshop, Digital Printing
Education
Plymouth State University 1989 — 1991
BA, Graphic Design
Chamberlayne Jr. College 1986 — 1988
Associate's Degree, Advertisting Design and Photography
Woburn High School
Nicholas Quirke Nicholas Quirke's Scudder Investments Experience January 2001 - January 2003
Job Senior Director of Accounts, Words&Pictures, Inc. | Agency leader with healthcare and digital expertise
Industry Public Relations and Communications
Experience
Words&Pictures, Inc. 2003 - Present
Scudder Investments January 2001 - January 2003
Click Commerce January 1999 - January 2001
Ruder Finn January 1997 - January 1999
Skills
Public Relations, Press Releases, Marketing Strategy, Corporate Communications, Sales, Marketing, Management, Brand Development, Product Development, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Event Planning, Advertising, Strategic Communications, Media Relations, Copywriting, Event Management, Strategic Planning, Digital Marketing, Email Marketing, Leadership, Social Networking, Strategy, Customer Service, Newsletters, Blogging, Facebook, Digital Media, New Business Development, Digital Strategy, Creative Direction, Online Marketing, Market Planning, Public Speaking, Crisis Communications, Internal Communications, Web Content, Publications, Thought Leadership, Online Advertising, Editing, Writing, Content Development, CRM, Publicity, Communication, Microsoft Office
Education
Purdue University 1994 — 1998
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Words&Pictures, Inc. 2003 - Present
Scudder Investments January 2001 - January 2003
Click Commerce January 1999 - January 2001
Ruder Finn January 1997 - January 1999
Skills
Public Relations, Press Releases, Marketing Strategy, Corporate Communications, Sales, Marketing, Management, Brand Development, Product Development, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Event Planning, Advertising, Strategic Communications, Media Relations, Copywriting, Event Management, Strategic Planning, Digital Marketing, Email Marketing, Leadership, Social Networking, Strategy, Customer Service, Newsletters, Blogging, Facebook, Digital Media, New Business Development, Digital Strategy, Creative Direction, Online Marketing, Market Planning, Public Speaking, Crisis Communications, Internal Communications, Web Content, Publications, Thought Leadership, Online Advertising, Editing, Writing, Content Development, CRM, Publicity, Communication, Microsoft Office
Education
Purdue University 1994 — 1998
Bachelor of Arts, Public Relations, Advertising, and Applied Communication
Tami Reckler-Smith Tami Reckler-Smith's Scudder Investments Experience January 1987 - September 1993
Job Seasoned Project Manager & Event Planner Seeking Corporate Customer Service Project Coordinator Position
Industry Events Services
Experience
Actively Seeking New Opportunities April 2015 - Present
Office Team a Division of Robert Half October 2014 - Present
Mt. Diablo Unified School District November 2008 - February 2013
XcelR8 Partners January 2010 - December 2012
Cold Stone Creamery January 2006 - December 2008
Charles Schwab January 1994 - June 2000
Scudder Investments January 1987 - September 1993
Filene's 1984 - 1987
Skills
Management, Customer Service, Payroll, Medical Terminology, Organized Multi-tasker, Dependable Team Player, Cpr Certified, Outstanding Communicator, Team Leadership, Close Attention to..., Energetic team player, Relationship Management, Mutual Funds, Bookkeeping, Volunteering, High degree of..., Leadership, Event Planning, Project Management, Meeting Planning, Organization Skills, Streamlining Operations, Marketing, Maintaining Strong..., Program Improvement, Prioritize Workload, Analytic Thinking, Creative Problem Solving, Interpersonal..., Team Management, Volunteer Recruiting, Troubleshooting, Project Implementation, Strategic Negotiations, Contract Management, Comfortable working..., Supervisory Skills, QuickBooks, Education, Instructional Skills, Academic Tutoring, First Aid, Community Emergency..., Environmental Awareness, Problem Solving, Accounts Payable, Accounts Receivable, Website Administration, Artistic Abilities, Creative Arts
Education
University of California, Berkeley Extension, Berkeley, CA 2013 — 2013
Overview of Healthcare Advocacy
Simmons College
Bachelor's Degree, Management Marketing Major with General Biology Minor
Actively Seeking New Opportunities April 2015 - Present
Office Team a Division of Robert Half October 2014 - Present
Mt. Diablo Unified School District November 2008 - February 2013
XcelR8 Partners January 2010 - December 2012
Cold Stone Creamery January 2006 - December 2008
Charles Schwab January 1994 - June 2000
Scudder Investments January 1987 - September 1993
Filene's 1984 - 1987
Skills
Management, Customer Service, Payroll, Medical Terminology, Organized Multi-tasker, Dependable Team Player, Cpr Certified, Outstanding Communicator, Team Leadership, Close Attention to..., Energetic team player, Relationship Management, Mutual Funds, Bookkeeping, Volunteering, High degree of..., Leadership, Event Planning, Project Management, Meeting Planning, Organization Skills, Streamlining Operations, Marketing, Maintaining Strong..., Program Improvement, Prioritize Workload, Analytic Thinking, Creative Problem Solving, Interpersonal..., Team Management, Volunteer Recruiting, Troubleshooting, Project Implementation, Strategic Negotiations, Contract Management, Comfortable working..., Supervisory Skills, QuickBooks, Education, Instructional Skills, Academic Tutoring, First Aid, Community Emergency..., Environmental Awareness, Problem Solving, Accounts Payable, Accounts Receivable, Website Administration, Artistic Abilities, Creative Arts
Education
University of California, Berkeley Extension, Berkeley, CA 2013 — 2013
Overview of Healthcare Advocacy
Simmons College
Bachelor's Degree, Management Marketing Major with General Biology Minor
Brian Waeyaert Brian Waeyaert's Scudder Investments Experience December 1999 - April 2004
Job Vice President of Internal Sales and Client Services at Calamos Investments
Industry Financial Services
Experience
Calamos Investments February 2005 - Present
Scudder Investments / DWS Investments April 2004 - March 2005
Scudder Investments December 1999 - April 2004
Scudder Investments November 1998 - December 1999
Kemper Funds / Scudder Investments December 1996 - November 1998
Skills
FINRA Series 6,63,7 and..., CRM, Financial Services, Investments, Management, Training, Sales, Retirement Planning, Forecasting, Finance, Sales Operations, Sales Management, Mergers & Acquisitions, Series 6, Fixed Annuities, Retirement
Education
Northeastern Illinois University 1992 — 1996
B.S., Political Science, Cum Laude
Rock Island High School
Calamos Investments February 2005 - Present
Scudder Investments / DWS Investments April 2004 - March 2005
Scudder Investments December 1999 - April 2004
Scudder Investments November 1998 - December 1999
Kemper Funds / Scudder Investments December 1996 - November 1998
Skills
FINRA Series 6,63,7 and..., CRM, Financial Services, Investments, Management, Training, Sales, Retirement Planning, Forecasting, Finance, Sales Operations, Sales Management, Mergers & Acquisitions, Series 6, Fixed Annuities, Retirement
Education
Northeastern Illinois University 1992 — 1996
B.S., Political Science, Cum Laude
Rock Island High School
Colin G. Hoehn Colin G. Hoehn's Scudder Investments Experience June 1993 - September 1999
Job Senior Vice President, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch October 1999 - Present
Scudder Investments June 1993 - September 1999
Skills
Asset Management, Investment Strategies, Finance, 401k, Management, Loans, Asset Managment, Financial Advisory, Investment Management, Investments, Leadership, Portfolio Management, Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Planning
Education
Providence College 1989 — 1993
Avon Old Farms 1986 — 1989
The Rectory School 1983 — 1986
Merrill Lynch October 1999 - Present
Scudder Investments June 1993 - September 1999
Skills
Asset Management, Investment Strategies, Finance, 401k, Management, Loans, Asset Managment, Financial Advisory, Investment Management, Investments, Leadership, Portfolio Management, Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Planning
Education
Providence College 1989 — 1993
Avon Old Farms 1986 — 1989
The Rectory School 1983 — 1986
Matthew Straut, CIMA® Matthew Straut, CIMA®'s Scudder Investments Experience February 1996 - May 2000
Job SVP, Head of RIA Channel at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2014 - Present
Wells Fargo Asset Management January 2014 - October 2014
Wells Fargo Advantage Funds February 2008 - January 2014
Managers Investment Group February 2000 - August 2007
Scudder Investments February 1996 - May 2000
Education
Providence College 1990 — 1994
BS, Marketing
OppenheimerFunds October 2014 - Present
Wells Fargo Asset Management January 2014 - October 2014
Wells Fargo Advantage Funds February 2008 - January 2014
Managers Investment Group February 2000 - August 2007
Scudder Investments February 1996 - May 2000
Education
Providence College 1990 — 1994
BS, Marketing
Alexandria McCarthy Alexandria McCarthy's Scudder Investments Experience February 2001 - February 2005
Job National Marketing Director at Brinker Capital
Industry Investment Management
Experience
Brinker Capital August 2012 - Present
The Guardian Life Insurance Company of America October 2009 - August 2012
Guardian Life Insurance Company October 2009 - August 2012
AllianceBernstein Investments October 2007 - September 2009
AXA Equitable LLC February 2005 - October 2007
Scudder Investments February 2001 - February 2005
Ruder Finn August 1999 - February 2001
St. Margaret Mercy Home Health Care January 1995 - January 1999
Skills
Financial Services, Series 6, Series 63, Asset Managment, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, 401k, Relationship Management
Education
Texas A&M University 2009 — 2011
Masters, Business Administration
Purdue University 1995 — 1999
Bachelor of Science, Marketing
Brinker Capital August 2012 - Present
The Guardian Life Insurance Company of America October 2009 - August 2012
Guardian Life Insurance Company October 2009 - August 2012
AllianceBernstein Investments October 2007 - September 2009
AXA Equitable LLC February 2005 - October 2007
Scudder Investments February 2001 - February 2005
Ruder Finn August 1999 - February 2001
St. Margaret Mercy Home Health Care January 1995 - January 1999
Skills
Financial Services, Series 6, Series 63, Asset Managment, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, 401k, Relationship Management
Education
Texas A&M University 2009 — 2011
Masters, Business Administration
Purdue University 1995 — 1999
Bachelor of Science, Marketing
Karen Harting's Scudder Investments Experience July 1998 - September 2002
Job Operations/ParaPlanner at Fieldstone Financial
Industry Financial Services
Experience
Fieldstone Financial March 2015 - Present
Amy Smith Consulting, LLC January 2014 - December 2014
Sun Life Financial July 2005 - October 2010
Independence Investments November 2002 - June 2003
Scudder Investments July 1998 - September 2002
Fidelity Investments June 1995 - June 1998
Education
Northeastern University
Bachelor of Science (BS), Health Management
Fieldstone Financial March 2015 - Present
Amy Smith Consulting, LLC January 2014 - December 2014
Sun Life Financial July 2005 - October 2010
Independence Investments November 2002 - June 2003
Scudder Investments July 1998 - September 2002
Fidelity Investments June 1995 - June 1998
Education
Northeastern University
Bachelor of Science (BS), Health Management
Rick Snell Rick Snell's Scudder Investments Experience January 1994 - July 2002
Job Sr. Director, National Strategic Planning & Project Office at YMCA of the USA
Industry Nonprofit Organization Management
Experience
YMCA of the USA May 2012 - Present
YMCA of the USA April 2009 - April 2012
YMCA of the USA May 2003 - April 2009
Scudder Investments January 1994 - July 2002
Skills
Strategic Planning, Operational Planning, Process Optimization, Project Management, Operations Management, Management Consulting, Career Coaching, Budget Management, Customer Service, Team Building, Process Improvement, Problem Solving, Change Management, Mentoring, Project Planning, Budgets, Nonprofits, Community Outreach, Leadership Development, Volunteer Management, Organizational..., Leadership, Management, Career Counseling, Business Planning, Coaching, Program Management, Strategy, Cross-functional Team..., Non-profit..., MS Project
Education
Northern Illinois University 1989 — 1993
Bachelor of Arts, Communications / Media Studies
YMCA of the USA May 2012 - Present
YMCA of the USA April 2009 - April 2012
YMCA of the USA May 2003 - April 2009
Scudder Investments January 1994 - July 2002
Skills
Strategic Planning, Operational Planning, Process Optimization, Project Management, Operations Management, Management Consulting, Career Coaching, Budget Management, Customer Service, Team Building, Process Improvement, Problem Solving, Change Management, Mentoring, Project Planning, Budgets, Nonprofits, Community Outreach, Leadership Development, Volunteer Management, Organizational..., Leadership, Management, Career Counseling, Business Planning, Coaching, Program Management, Strategy, Cross-functional Team..., Non-profit..., MS Project
Education
Northern Illinois University 1989 — 1993
Bachelor of Arts, Communications / Media Studies
Margaret Kelly Hassett Margaret Kelly Hassett's Scudder Investments Experience 1992 - 1994
Job Vice President/ Senior Product Specialist at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon 2002 - Present
BNY Mellon 1996 - 2002
BNY Mellon 1994 - 1996
Scudder Investments 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1987 - 1988
The Boston Company 1986 - 1987
Skills
Securities, Alternative Investments, Mutual Funds, Financial Services, Fixed Income, Hedge Funds
Education
Emma Willard
Providence College
BS, Business Administration, Marketing
BNY Mellon 2002 - Present
BNY Mellon 1996 - 2002
BNY Mellon 1994 - 1996
Scudder Investments 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1987 - 1988
The Boston Company 1986 - 1987
Skills
Securities, Alternative Investments, Mutual Funds, Financial Services, Fixed Income, Hedge Funds
Education
Emma Willard
Providence College
BS, Business Administration, Marketing
Vincent F Landi Vincent F Landi's Scudder Investments Experience September 1989 - April 1996
Job Customer Operations Team Lead/Special Projects at GEHealthcare
Industry Medical Devices
Experience
GE-Healthcare January 2015 - Present
HealthDrive Corporation August 2013 - April 2014
Fresenius Medical Care May 2012 - August 2013
Covidien May 2010 - May 2012
Park Place Technologies December 2008 - April 2010
Fidelity Investments April 2006 - January 2008
Fidelity Investments April 1996 - 2006
Scudder Investments September 1989 - April 1996
Skills
Project Management, Call Center, Customer Experience, Financial Services, Vendor Management, Six Sigma, Customer Service, Salesforce.com, Call Centers, Employee Benefits, Strategy, Management, Operations Management, Change Management, Customer Satisfaction, Outsourcing, Process Improvement, Business Process..., Team Leadership, Leadership, Recruiting, Insurance, Human Resources, Cross-functional Team..., Program Management, Performance Management, Service Delivery, CRM, Team Building, Training, Time Management, Healthcare, Account Management, Business Analysis, Business Development, Coaching
Education
Northeastern University
Bachelor's of Science, Management
franklin high
GE-Healthcare January 2015 - Present
HealthDrive Corporation August 2013 - April 2014
Fresenius Medical Care May 2012 - August 2013
Covidien May 2010 - May 2012
Park Place Technologies December 2008 - April 2010
Fidelity Investments April 2006 - January 2008
Fidelity Investments April 1996 - 2006
Scudder Investments September 1989 - April 1996
Skills
Project Management, Call Center, Customer Experience, Financial Services, Vendor Management, Six Sigma, Customer Service, Salesforce.com, Call Centers, Employee Benefits, Strategy, Management, Operations Management, Change Management, Customer Satisfaction, Outsourcing, Process Improvement, Business Process..., Team Leadership, Leadership, Recruiting, Insurance, Human Resources, Cross-functional Team..., Program Management, Performance Management, Service Delivery, CRM, Team Building, Training, Time Management, Healthcare, Account Management, Business Analysis, Business Development, Coaching
Education
Northeastern University
Bachelor's of Science, Management
franklin high
Fred Budd Fred Budd's Scudder Investments Experience 1997 - 2000
Job Learning Experience Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank January 2014 - June 2014
Santander Bank May 2012 - December 2013
SunGard Capital Markets July 2008 - October 2011
SunGard Securities Processing September 2005 - June 2008
Keystone Associates February 2005 - September 2005
Deutsche Asset Management 2002 - January 2005
Scudder Investments 1997 - 2000
Fidelity Investments 1986 - 1997
Skills
SharePoint, Articulate, elearning, Captivate, Camtasia, Information Architecture, MS Office Suite, Training Delivery, Training & Development, Technical Training, Intranet Strategy, Web Design, Website Development, Fireworks, Dreamweaver, Needs Analysis, Task Analysis, Adult Learning Theory, ADDIE, Process Improvement, Problem Resolution, Needs Assessment, HTML, Flash, Information Mapping, Visio, FrontPage, Windows Media Encoder, Instructor-led Training, Instructional Design, PowerPoint, CMS, Change Management, Microsoft Office, Excel, Web Development, Content Management, User Interface Design, Windows, SnagIt, Confluence, Storyboarding, Voice Over, Scripting, WebEx, Project Management, Microsoft Excel
Education
William George and Associates 2012 — 2012
Lean Six Sigma and Project Managment Professional
Northeastern University 1982 — 1986
BS in Business Administration, Management and Finance
Lexington Christian Academy 1977 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Germantown Academy
Santander Bank January 2014 - June 2014
Santander Bank May 2012 - December 2013
SunGard Capital Markets July 2008 - October 2011
SunGard Securities Processing September 2005 - June 2008
Keystone Associates February 2005 - September 2005
Deutsche Asset Management 2002 - January 2005
Scudder Investments 1997 - 2000
Fidelity Investments 1986 - 1997
Skills
SharePoint, Articulate, elearning, Captivate, Camtasia, Information Architecture, MS Office Suite, Training Delivery, Training & Development, Technical Training, Intranet Strategy, Web Design, Website Development, Fireworks, Dreamweaver, Needs Analysis, Task Analysis, Adult Learning Theory, ADDIE, Process Improvement, Problem Resolution, Needs Assessment, HTML, Flash, Information Mapping, Visio, FrontPage, Windows Media Encoder, Instructor-led Training, Instructional Design, PowerPoint, CMS, Change Management, Microsoft Office, Excel, Web Development, Content Management, User Interface Design, Windows, SnagIt, Confluence, Storyboarding, Voice Over, Scripting, WebEx, Project Management, Microsoft Excel
Education
William George and Associates 2012 — 2012
Lean Six Sigma and Project Managment Professional
Northeastern University 1982 — 1986
BS in Business Administration, Management and Finance
Lexington Christian Academy 1977 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Germantown Academy
Michael Dennehy Michael Dennehy's Scudder Investments Experience February 1993 - May 1996
Job VP, Senior RIA Consultant; Northeast at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
Aaron Reed Aaron Reed's Scudder Investments Experience 1991 - 1995
Job Director of Institutional Sales North America at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Kayne Anderson Rudnick Investment Management 2006 - Present
Nuveen Investments 2002 - 2006
MFS Investment Management 1998 - 2002
Nicholas Applegate 1995 - 1998
Scudder Investments 1991 - 1995
Skills
Finance, Investments, Portfolio Management, Separately Managed..., Mutual Funds, Equity Research, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Equities, Series 7
Education
Oklahoma City University 1988 — 1991
BS, Economics, Finance
Broken Arrow High School 1983 — 1987
Charlotte Wegrzyn's Scudder Investments Experience September 2003 - December 2005
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Jump Rope, Inc. February 2012 - June 2012
Credit Suisse December 2005 - February 2012
Scudder Investments September 2003 - December 2005
Skills
Marketing, Relationship Management, Event Planning, Mutual Funds, Trading, Account Management, New Business Development, Financial Analysis, Strategic Planning, Finance, Strategy, Social Media, Call Center, Team Leadership, Microsoft Excel, Financial Services, Sales Process, CRM, Start-ups, Salesforce.com
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Marketing
Lyons Township High School
Credit Suisse July 2012 - Present
Jump Rope, Inc. February 2012 - June 2012
Credit Suisse December 2005 - February 2012
Scudder Investments September 2003 - December 2005
Skills
Marketing, Relationship Management, Event Planning, Mutual Funds, Trading, Account Management, New Business Development, Financial Analysis, Strategic Planning, Finance, Strategy, Social Media, Call Center, Team Leadership, Microsoft Excel, Financial Services, Sales Process, CRM, Start-ups, Salesforce.com
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Marketing
Lyons Township High School
Jill Katz Jill Katz's Scudder Investments Experience March 1993 - May 2000
Job at InvestTech Systems.com
Industry Information Technology and Services
Experience
InvestTech Systems.com January 2010 - Present
InvestTech Systems Consulting January 2000 - January 2010
Scudder Investments March 1993 - May 2000
AIG June 1984 - March 1993
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Northwestern University 1979 — 1982
BA, Economics
InvestTech Systems.com January 2010 - Present
InvestTech Systems Consulting January 2000 - January 2010
Scudder Investments March 1993 - May 2000
AIG June 1984 - March 1993
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Northwestern University 1979 — 1982
BA, Economics
Julie Schaeffer Julie Schaeffer's Scudder Investments Experience April 1999 - October 2002
Job Content Strategy and Execution in Financial Services
Industry Marketing and Advertising
Experience
William Blair & Company July 2015 - Present
orangeMOSAIC LLC (Financial Communications With Color) October 2002 - June 2015
Deutsche Asset & Wealth Management October 2002 - June 2015
Scudder Investments April 1999 - October 2002
Smith, Bucklin & Associates February 1997 - April 1999
Canright & Paule July 1995 - February 1997
Philips Consumer Electronics Company February 1994 - July 1995
Whittle Communications January 1992 - February 1994
Skills
Financial Services, Asset Management, Investment Management, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Investments, Asset Managment, Alternative Investments, Newsletters, Series 63, Series 7, Wealth Management, Retirement Planning, Strategy, Management, ETFs, Retirement
Education
Miami University 1989 — 1992
B.A., Journalism (Cum Laude)
William Blair & Company July 2015 - Present
orangeMOSAIC LLC (Financial Communications With Color) October 2002 - June 2015
Deutsche Asset & Wealth Management October 2002 - June 2015
Scudder Investments April 1999 - October 2002
Smith, Bucklin & Associates February 1997 - April 1999
Canright & Paule July 1995 - February 1997
Philips Consumer Electronics Company February 1994 - July 1995
Whittle Communications January 1992 - February 1994
Skills
Financial Services, Asset Management, Investment Management, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Investments, Asset Managment, Alternative Investments, Newsletters, Series 63, Series 7, Wealth Management, Retirement Planning, Strategy, Management, ETFs, Retirement
Education
Miami University 1989 — 1992
B.A., Journalism (Cum Laude)
Julia Humes Julia Humes's Scudder Investments Experience 2000 - 2000
Job Analyst, Data Operations at Huron Consulting Group
Industry Individual & Family Services
Experience
Huron Consulting Group November 2012 - July 2013
True Value Company August 2010 - September 2012
McDonald's April 2010 - August 2010
CNA Insurance 2000 - 2009
Scudder Investments 2000 - 2000
HCSC 1999 - 2000
Interactive Business Systems, Inc. 1998 - 2000
3M Health Information Systems 1996 - 1998
CNA Insurance 1985 - 1996
Skills
Access, SQL, Visual Basic, Unix, Microsoft Excel, Insurance, PeopleSoft, PL/SQL, Business Objects, Crystal Reports, Visio, Process Improvement, SDLC, Data Analysis
Education
Northern Illinois University 1972 — 1976
Accounting
Huron Consulting Group November 2012 - July 2013
True Value Company August 2010 - September 2012
McDonald's April 2010 - August 2010
CNA Insurance 2000 - 2009
Scudder Investments 2000 - 2000
HCSC 1999 - 2000
Interactive Business Systems, Inc. 1998 - 2000
3M Health Information Systems 1996 - 1998
CNA Insurance 1985 - 1996
Skills
Access, SQL, Visual Basic, Unix, Microsoft Excel, Insurance, PeopleSoft, PL/SQL, Business Objects, Crystal Reports, Visio, Process Improvement, SDLC, Data Analysis
Education
Northern Illinois University 1972 — 1976
Accounting
Cyndi Magner, CRPC® Cyndi Magner, CRPC®'s Scudder Investments Experience 1997 - 2002
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors 2003 - Present
Scudder Investments 1997 - 2002
Scudder Investments 1992 - 1997
Education
Radford University 1986 — 1990
BBA, Business Management
Ameriprise Financial Advisors 2003 - Present
Scudder Investments 1997 - 2002
Scudder Investments 1992 - 1997
Education
Radford University 1986 — 1990
BBA, Business Management
Sal Zambito's Scudder Investments Experience January 1999 - February 2000
Job Senior Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2006 - June 2014
LPL Financial December 2000 - December 2005
Scudder Investments January 1999 - February 2000
KPMG March 1995 - October 1998
Fidelity Investments January 1994 - March 1995
KPMG December 1989 - January 1994
Education
Northeastern University
BS, Finance
LPL Financial January 2006 - June 2014
LPL Financial December 2000 - December 2005
Scudder Investments January 1999 - February 2000
KPMG March 1995 - October 1998
Fidelity Investments January 1994 - March 1995
KPMG December 1989 - January 1994
Education
Northeastern University
BS, Finance
Kit Rodrigo Kit Rodrigo's Scudder Investments Experience February 1994 - September 2002
Job Investment Profesional, 20+ years experience in global and international equities
Industry Financial Services
Experience
JPMorgan Asset Management February 2003 - Present
Scudder Investments February 1994 - September 2002
Clemente Capital July 1989 - January 1994
Sea-Land Corp. May 1984 - July 1989
Federal Reserve Bank of New York July 1982 - April 1984
Skills
Portfolio Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Asset Management, Capital Markets, Securities, Financial Services, Investment Management
Education
NYU 1983 — 1989
MBA, Finance
Rutgers University 1978 — 1982
BA, Economics
JPMorgan Asset Management February 2003 - Present
Scudder Investments February 1994 - September 2002
Clemente Capital July 1989 - January 1994
Sea-Land Corp. May 1984 - July 1989
Federal Reserve Bank of New York July 1982 - April 1984
Skills
Portfolio Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Asset Management, Capital Markets, Securities, Financial Services, Investment Management
Education
NYU 1983 — 1989
MBA, Finance
Rutgers University 1978 — 1982
BA, Economics
Christine Sykes's Scudder Investments Experience 2001 - 2003
Job Implementation Consultant I PEO at ADP
Industry Logistics and Supply Chain
Experience
ADP September 2015 - Present
ADP August 2012 - August 2014
ADP July 2011 - August 2012
ADP April 2001 - July 2011
Scudder Investments 2001 - 2003
Merrill Corporation April 2000 - April 2001
Angora Travel February 1999 - April 2000
Lowell Five Cent Savings Bank June 1997 - August 1998
Skills
Inventory Management, Vendor Relations, Microsoft Office, Project Coordination, Project Implementation, Client Services, AS400, Citrix Metaframe, Able To Multi-task, Teamwork, Analytical Abilities, Data Analysis, Cost Reduction, SharePoint, Project Management, Process Improvement, Program Management, Change Management, Business Analysis, Financial Services, Employee Training, Microsoft Excel, Vendor Management, Software Documentation, Team Leadership, Analytical Skills, Management, Leadership, Operations Management, Quality Assurance, Salesforce.com, Account Management
Education
Southern New Hampshire University 2010 — 2015
MBA, Operations and Supply Chain Management
Southern New Hampshire University 2006 — 2009
BS, Business Studies- Marketing Concentration
Middlesex Community College 1999 — 2005
AS, Business Administration
ADP September 2015 - Present
ADP August 2012 - August 2014
ADP July 2011 - August 2012
ADP April 2001 - July 2011
Scudder Investments 2001 - 2003
Merrill Corporation April 2000 - April 2001
Angora Travel February 1999 - April 2000
Lowell Five Cent Savings Bank June 1997 - August 1998
Skills
Inventory Management, Vendor Relations, Microsoft Office, Project Coordination, Project Implementation, Client Services, AS400, Citrix Metaframe, Able To Multi-task, Teamwork, Analytical Abilities, Data Analysis, Cost Reduction, SharePoint, Project Management, Process Improvement, Program Management, Change Management, Business Analysis, Financial Services, Employee Training, Microsoft Excel, Vendor Management, Software Documentation, Team Leadership, Analytical Skills, Management, Leadership, Operations Management, Quality Assurance, Salesforce.com, Account Management
Education
Southern New Hampshire University 2010 — 2015
MBA, Operations and Supply Chain Management
Southern New Hampshire University 2006 — 2009
BS, Business Studies- Marketing Concentration
Middlesex Community College 1999 — 2005
AS, Business Administration
Paul Needham Paul Needham's Scudder Investments Experience January 1996 - January 2000
Job Senior Planning and Business Specialist at Harvard Pilgrim Health Care
Industry Insurance
Experience
Harvard Pilgrim Health Care February 2013 - Present
Harvard Pilgrim Health Care May 2012 - January 2013
Bright Horizons April 2011 - May 2012
Bright Horizons April 2009 - March 2011
Fidelity Investments May 2004 - February 2009
Fidelity Investments January 2000 - May 2004
Scudder Investments January 1996 - January 2000
Scudder Investments October 1993 - December 1995
Scudder Investments December 1991 - September 1993
Scudder Investments June 1990 - November 1991
Skills
Coaching, Customer Service, Program Management, Workforce Management, Call Center, Vendor Management, Team Leadership, Excel, PowerPoint, Word, Microsoft Office, Forecasting, Documentation, Customer Relations, Operations Management, Outsourcing, Project Management, Microsoft Excel, Software Documentation, Leadership, Troubleshooting, Training, Call Centers, Insurance, Integration, Visio, Management, Process Improvement, Healthcare Industry, Series 63, Series 6, Medicare Advantage, Presentations, Hiring Personnel, Personnel Management, Personnel Supervision, Personnel Selection, Call Routing, Financial Services, IEX Total View, NICE Call Recording, Technical Support, Customer Support, Help Desk Support
Education
Suffolk University - Sawyer Business School 2003 — 2006
MSA, Accounting
Suffolk University - Sawyer Business School 2001 — 2003
MSF, Finance
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Business
Middlebury College 1986 — 1990
BA, Economics & Psychology
Hingham High School 1982 — 1986
Harvard Pilgrim Health Care February 2013 - Present
Harvard Pilgrim Health Care May 2012 - January 2013
Bright Horizons April 2011 - May 2012
Bright Horizons April 2009 - March 2011
Fidelity Investments May 2004 - February 2009
Fidelity Investments January 2000 - May 2004
Scudder Investments January 1996 - January 2000
Scudder Investments October 1993 - December 1995
Scudder Investments December 1991 - September 1993
Scudder Investments June 1990 - November 1991
Skills
Coaching, Customer Service, Program Management, Workforce Management, Call Center, Vendor Management, Team Leadership, Excel, PowerPoint, Word, Microsoft Office, Forecasting, Documentation, Customer Relations, Operations Management, Outsourcing, Project Management, Microsoft Excel, Software Documentation, Leadership, Troubleshooting, Training, Call Centers, Insurance, Integration, Visio, Management, Process Improvement, Healthcare Industry, Series 63, Series 6, Medicare Advantage, Presentations, Hiring Personnel, Personnel Management, Personnel Supervision, Personnel Selection, Call Routing, Financial Services, IEX Total View, NICE Call Recording, Technical Support, Customer Support, Help Desk Support
Education
Suffolk University - Sawyer Business School 2003 — 2006
MSA, Accounting
Suffolk University - Sawyer Business School 2001 — 2003
MSF, Finance
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Business
Middlebury College 1986 — 1990
BA, Economics & Psychology
Hingham High School 1982 — 1986
Ron York Ron York's Scudder Investments Experience 1990 - 2000
Job Senior Retirement Plan Consultant at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group October 2003 - Present
Diversified Investment Advisors September 2000 - September 2003
Scudder Investments 1990 - 2000
Education
Penn State University
BS, Economics
Pinnacle Financial Group October 2003 - Present
Diversified Investment Advisors September 2000 - September 2003
Scudder Investments 1990 - 2000
Education
Penn State University
BS, Economics
Anthony Kapp Anthony Kapp's Scudder Investments Experience April 1999 - April 2003
Job Sr. Home Mortgage Consultant, RWF Mortgage at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2003 - Present
Scudder Investments April 1999 - April 2003
Citibank August 1997 - April 2000
Education
Northern Illinois University 1985 — 1990
B.S., Finance with emphasis in Acctg.
Wells Fargo Home Mortgage November 2003 - Present
Scudder Investments April 1999 - April 2003
Citibank August 1997 - April 2000
Education
Northern Illinois University 1985 — 1990
B.S., Finance with emphasis in Acctg.
Erik Oldis Erik Oldis's Scudder Investments Experience 2000 - 2002
Job Vice President, Talent Acquisition at Cablevision
Industry Investment Banking
Experience
Cablevision January 2015 - Present
Morgan Stanley February 2014 - November 2014
Morgan Stanley April 2012 - January 2014
Morgan Stanley January 2012 - May 2012
Morgan Stanley May 2010 - December 2011
JPMorgan August 2006 - May 2010
Credit Suisse 2003 - 2006
Scudder Investments 2000 - 2002
Cantor Fitzgerald/eSpeed 1999 - 2000
Value Line 1997 - 1999
Skills
Financial Services, Recruiting, Vendor Management, Human Resources, Equities, Investment Banking, Relationship Management, Fixed Income, Talent Acquisition, IT Strategy, Trading Systems, Market Data, Hedge Funds, Banking, Performance Management, Management, Sourcing, Contract Recruitment, Derivatives, SDLC, Risk Management, Mergers & Acquisitions, Personnel Management, Executive Search, Financial Markets, Business Analysis, Applicant Tracking..., Enterprise Software, Electronic Trading, Information Technology, Leadership
Education
New York University 1993 — 1997
BA
Cablevision January 2015 - Present
Morgan Stanley February 2014 - November 2014
Morgan Stanley April 2012 - January 2014
Morgan Stanley January 2012 - May 2012
Morgan Stanley May 2010 - December 2011
JPMorgan August 2006 - May 2010
Credit Suisse 2003 - 2006
Scudder Investments 2000 - 2002
Cantor Fitzgerald/eSpeed 1999 - 2000
Value Line 1997 - 1999
Skills
Financial Services, Recruiting, Vendor Management, Human Resources, Equities, Investment Banking, Relationship Management, Fixed Income, Talent Acquisition, IT Strategy, Trading Systems, Market Data, Hedge Funds, Banking, Performance Management, Management, Sourcing, Contract Recruitment, Derivatives, SDLC, Risk Management, Mergers & Acquisitions, Personnel Management, Executive Search, Financial Markets, Business Analysis, Applicant Tracking..., Enterprise Software, Electronic Trading, Information Technology, Leadership
Education
New York University 1993 — 1997
BA
Niki Fatout-Waltonen's Scudder Investments Experience February 1998 - June 2002
Job CoOwner at Paisley Mustache Originals
Industry Graphic Design
Experience
Paisley Mustache Originals August 2014 - Present
Metropolitan Community College-Kansas City August 2012 - Present
Blue Springs Downtown Alive September 2014 - April 2015
Habitat for Humanity Truman Heritage November 2013 - September 2014
Health Specialists, Inc. January 2007 - July 2013
ADP Retirement Services December 2005 - June 2007
JPMorgan Chase July 2002 - April 2005
Scudder Investments February 1998 - June 2002
Skills
Previously a licensed..., Previously ASPA..., Experience with AWD and..., Experience with both..., Microsoft Word, Illustrator, Photoshop, Microsoft Excel, PowerPoint, Customer Service, Long-term Customer..., Call Centers, Financial Transactions, Transaction Processing, NASD, Series 7, Series 63, AWD, Qualified Retirement..., Series 6, 401k, Mutual Funds, Defined Contribution
Education
Metropolitan Community College-Penn Valley 2012 — 2013
General Education
Paisley Mustache Originals August 2014 - Present
Metropolitan Community College-Kansas City August 2012 - Present
Blue Springs Downtown Alive September 2014 - April 2015
Habitat for Humanity Truman Heritage November 2013 - September 2014
Health Specialists, Inc. January 2007 - July 2013
ADP Retirement Services December 2005 - June 2007
JPMorgan Chase July 2002 - April 2005
Scudder Investments February 1998 - June 2002
Skills
Previously a licensed..., Previously ASPA..., Experience with AWD and..., Experience with both..., Microsoft Word, Illustrator, Photoshop, Microsoft Excel, PowerPoint, Customer Service, Long-term Customer..., Call Centers, Financial Transactions, Transaction Processing, NASD, Series 7, Series 63, AWD, Qualified Retirement..., Series 6, 401k, Mutual Funds, Defined Contribution
Education
Metropolitan Community College-Penn Valley 2012 — 2013
General Education
Colette Wolfsmith's Scudder Investments Experience 2000 - March 2001
Job
Industry
Experience
Proactive-InfoTech, Inc. September 2013 - Present
MetLife October 2002 - August 2005
Scudder Investments 2000 - March 2001
Scudder Investments 1998 - 2001
Skills
Insurance, Leadership Development, Series 6, Disability Insurance, Life Insurance, Brokers, General Insurance, Customer Service, Series 63, Training, Management, Program Management, Marketing, Marketing Strategy, Public Speaking
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Proactive-InfoTech, Inc. September 2013 - Present
MetLife October 2002 - August 2005
Scudder Investments 2000 - March 2001
Scudder Investments 1998 - 2001
Skills
Insurance, Leadership Development, Series 6, Disability Insurance, Life Insurance, Brokers, General Insurance, Customer Service, Series 63, Training, Management, Program Management, Marketing, Marketing Strategy, Public Speaking
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Nancy Collaro Nancy Collaro's Scudder Investments Experience July 1995 - July 2001
Job Executive Administrative Assistant at TCS America
Industry Information Technology and Services
Experience
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
Jennifer Mangiaratti, SPHR Jennifer Mangiaratti, SPHR's Scudder Investments Experience October 1992 - January 1997
Job Sr. Analyst, Benefits Strategy & Design at Staples, Inc
Industry Human Resources
Experience
Staples, Inc February 2011 - Present
Staples, Inc. April 2006 - January 2011
Staples, Inc. November 2005 - March 2006
Staples, Inc. March 2001 - October 2005
Staples, Inc. November 1997 - March 2001
Staples, Inc. April 1997 - October 1997
Scudder Investments October 1992 - January 1997
Skills
Benefits, PeopleSoft, Employee Benefits, Human Resources, Benefits Administration, Vendor Management, New Hire Orientations, Customer Service, Hiring, Interviews, Payroll, Management, Personnel Management, HR Policies, Program Management, Analysis, Training, Onboarding
Education
Northeastern University 1987 — 1992
BS, Business
Maloney
Staples, Inc February 2011 - Present
Staples, Inc. April 2006 - January 2011
Staples, Inc. November 2005 - March 2006
Staples, Inc. March 2001 - October 2005
Staples, Inc. November 1997 - March 2001
Staples, Inc. April 1997 - October 1997
Scudder Investments October 1992 - January 1997
Skills
Benefits, PeopleSoft, Employee Benefits, Human Resources, Benefits Administration, Vendor Management, New Hire Orientations, Customer Service, Hiring, Interviews, Payroll, Management, Personnel Management, HR Policies, Program Management, Analysis, Training, Onboarding
Education
Northeastern University 1987 — 1992
BS, Business
Maloney
Amy (Van Veen) Palmer Amy (Van Veen) Palmer's Scudder Investments Experience September 1993 - April 1997
Job Compliance Director, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2008 - Present
Sun Life Financial June 2004 - August 2008
Sun Life Financial May 2001 - June 2004
Boston Financial Data Services December 1997 - April 2001
Scudder Investments September 1993 - April 1997
Skills
Compliance, FINRA, Series 6, Insurance, SEC Rule 38a-1, Financial Services, Mutual Funds, Internal Controls, Privacy Compliance, Series 63, Privacy Law, Risk Management, Customer Service
Education
Regis College 1982 — 1986
Bachelor of Arts, English/ Communications
Concord Carlisle High School 1978 — 1982
college prep, college prep
Sun Life Financial August 2008 - Present
Sun Life Financial June 2004 - August 2008
Sun Life Financial May 2001 - June 2004
Boston Financial Data Services December 1997 - April 2001
Scudder Investments September 1993 - April 1997
Skills
Compliance, FINRA, Series 6, Insurance, SEC Rule 38a-1, Financial Services, Mutual Funds, Internal Controls, Privacy Compliance, Series 63, Privacy Law, Risk Management, Customer Service
Education
Regis College 1982 — 1986
Bachelor of Arts, English/ Communications
Concord Carlisle High School 1978 — 1982
college prep, college prep
Stephen Doherty Stephen Doherty's Scudder Investments Experience January 1995 - January 2000
Job Manager Workforce Planning at Neighborhood Health Plan
Industry Insurance
Experience
Neighborhood Health Plan April 2013 - Present
Blue Cross Blue Shiled of Massachusetts March 2007 - March 2011
ADP January 2002 - March 2008
ADP January 2002 - March 2007
Fidelity Investments 2000 - 2002
Fidelity Investments January 2000 - October 2001
Scudder Investments January 1995 - January 2000
Scudder Investments 1996 - 2000
Skills
Management, Workforce Management, Process Improvement, Call Centers, Salesforce.com, Call Center, Forecasting, Temporary Placement, Analysis, Vendor Management, Leadership, Business Analysis, Training, Employee Benefits, Program Management, Insurance, Telecommunications, Sales, Team Building
Education
Massasoit Community College
Criminal Justice
University of Massachusetts Boston
Political Science
Neighborhood Health Plan April 2013 - Present
Blue Cross Blue Shiled of Massachusetts March 2007 - March 2011
ADP January 2002 - March 2008
ADP January 2002 - March 2007
Fidelity Investments 2000 - 2002
Fidelity Investments January 2000 - October 2001
Scudder Investments January 1995 - January 2000
Scudder Investments 1996 - 2000
Skills
Management, Workforce Management, Process Improvement, Call Centers, Salesforce.com, Call Center, Forecasting, Temporary Placement, Analysis, Vendor Management, Leadership, Business Analysis, Training, Employee Benefits, Program Management, Insurance, Telecommunications, Sales, Team Building
Education
Massasoit Community College
Criminal Justice
University of Massachusetts Boston
Political Science
Jessica Lenczycki Jessica Lenczycki's Scudder Investments Experience 2000 - 2001
Job Debt Collector
Industry Financial Services
Experience
Credit Adjustments, Inc. July 2014 - Present
Delta Management Associates Inc September 2011 - July 2014
Energy Council of the Northeast August 2010 - August 2011
Catholic Medical Center 2009 - 2010
Girl Scouts 2003 - 2009
EASTER SEALS JOLICOEUR SCHOOLS January 2001 - January 2003
Scudder Investments 2000 - 2001
SCUDDER KEMPER INVESTMENTS January 1998 - January 2000
Skills
Cpr Certified, AED, Customer Service, Word, Excel, Outlook, Data Entry, Microsoft Office, Event Planning, Non-profits, Administrative Support, Retail, Volunteer Management, Event Management, Management, Microsoft Excel, Software Documentation, PowerPoint, Microsoft Word
Education
Health Career Training Instutite 2008 — 2009
Phlebotomy, Phlebotomy
Quinnebaug Community Technical College 1990 — 1994
Fine Arts, English
Plainfield High School 1987 — 1990
College Prep
St Bernard's High School 1986 — 1987
College Prep
Mount Washington College
Business Science; Business Science, English and Fine Arts classes
Credit Adjustments, Inc. July 2014 - Present
Delta Management Associates Inc September 2011 - July 2014
Energy Council of the Northeast August 2010 - August 2011
Catholic Medical Center 2009 - 2010
Girl Scouts 2003 - 2009
EASTER SEALS JOLICOEUR SCHOOLS January 2001 - January 2003
Scudder Investments 2000 - 2001
SCUDDER KEMPER INVESTMENTS January 1998 - January 2000
Skills
Cpr Certified, AED, Customer Service, Word, Excel, Outlook, Data Entry, Microsoft Office, Event Planning, Non-profits, Administrative Support, Retail, Volunteer Management, Event Management, Management, Microsoft Excel, Software Documentation, PowerPoint, Microsoft Word
Education
Health Career Training Instutite 2008 — 2009
Phlebotomy, Phlebotomy
Quinnebaug Community Technical College 1990 — 1994
Fine Arts, English
Plainfield High School 1987 — 1990
College Prep
St Bernard's High School 1986 — 1987
College Prep
Mount Washington College
Business Science; Business Science, English and Fine Arts classes
Andrew Bayliss's Scudder Investments Experience May 2001 - September 2004
Job Retirement Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
Marsh & McLennan Agency, known locally as Bostonian Group May 2012 - Present
DWS Investments April 2006 - May 2012
DWS Investments September 2004 - April 2006
Scudder Investments May 2001 - September 2004
John Hancock Life Insurance Company (U.S.A.) June 1999 - December 2000
Skills
Series 63, Series 7, Mutual Funds, Series 6, 401k, Investments, Asset Allocation, Retirement Planning, Asset Managment, Wealth Management, Retirement, Equities, Asset Management, Investment Strategies, Financial Advisory, Securities, Defined Contribution, Investment Advisory, Pensions, Financial Services
Education
Northeastern University 1997 — 2002
BS, Business Administration, Marketing, Management
Trinity Catholic High School 1993 — 1997
Marsh & McLennan Agency, known locally as Bostonian Group May 2012 - Present
DWS Investments April 2006 - May 2012
DWS Investments September 2004 - April 2006
Scudder Investments May 2001 - September 2004
John Hancock Life Insurance Company (U.S.A.) June 1999 - December 2000
Skills
Series 63, Series 7, Mutual Funds, Series 6, 401k, Investments, Asset Allocation, Retirement Planning, Asset Managment, Wealth Management, Retirement, Equities, Asset Management, Investment Strategies, Financial Advisory, Securities, Defined Contribution, Investment Advisory, Pensions, Financial Services
Education
Northeastern University 1997 — 2002
BS, Business Administration, Marketing, Management
Trinity Catholic High School 1993 — 1997
Scott Giesecke Scott Giesecke's Scudder Investments Experience July 1997 - June 1999
Job Principal Owner at Blue Birch Solutions, LLC
Industry Information Technology and Services
Experience
Blue Birch Solutions, LLC August 2013 - Present
New Hampshire Republican State Committee June 2012 - December 2012
TIAA-CREF August 2011 - December 2011
Calabria Properties, LLC December 2009 - August 2011
Fidelity Investments May 2007 - October 2009
ADP (Scudder) July 2001 - April 2007
Deutsche Bank (Scudder) July 2000 - July 2001
Zurich Scudder Investments July 1999 - June 2000
Scudder Investments July 1997 - June 1999
Skills
SDLC, Business Process, Business Analysis, Leadership, Sales, Team Building, Program Management, Process Improvement, CRM, Vendor Management, Software Documentation, Business Process..., Risk Management, Cross-functional Team..., Visio, Project Management
Education
Southern New Hampshire University 1993 — 1995
BS, Business Administration
Northern Essex Community College
Associate of Arts (AA), Music
Blue Birch Solutions, LLC August 2013 - Present
New Hampshire Republican State Committee June 2012 - December 2012
TIAA-CREF August 2011 - December 2011
Calabria Properties, LLC December 2009 - August 2011
Fidelity Investments May 2007 - October 2009
ADP (Scudder) July 2001 - April 2007
Deutsche Bank (Scudder) July 2000 - July 2001
Zurich Scudder Investments July 1999 - June 2000
Scudder Investments July 1997 - June 1999
Skills
SDLC, Business Process, Business Analysis, Leadership, Sales, Team Building, Program Management, Process Improvement, CRM, Vendor Management, Software Documentation, Business Process..., Risk Management, Cross-functional Team..., Visio, Project Management
Education
Southern New Hampshire University 1993 — 1995
BS, Business Administration
Northern Essex Community College
Associate of Arts (AA), Music
Heather Toto's Scudder Investments Experience February 1998 - January 2001
Job I am currently a SAHM raising my son and daughter.
Industry Financial Services
Experience
First Manhattan Co. July 2008 - July 2011
MacKay Shields 2003 - 2008
Deutsche Asset Management 2001 - 2002
Scudder Investments February 1998 - January 2001
Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Arts, Liberal Studies
Mt. Miguel High School
First Manhattan Co. July 2008 - July 2011
MacKay Shields 2003 - 2008
Deutsche Asset Management 2001 - 2002
Scudder Investments February 1998 - January 2001
Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Arts, Liberal Studies
Mt. Miguel High School
Sheila M. McCullough Sheila M. McCullough's Scudder Investments Experience 1987 - 1998
Job Director, Strategic Relationship Management at Voya Financial
Industry Financial Services
Experience
Voya Financial, Large Corporate Markets January 2014 - Present
TIAA-CREF August 2012 - August 2013
Bank of America Merrill Lynch Institutional Retirement Services July 1998 - June 2012
Scudder Investments 1987 - 1998
Skills
Series 7, Retirement Benefits, Relationship Management, Investments, Marketing Communications, Asset Allocation, Sales, Consultant Relations, Financial Services, Mutual Funds, Separately Managed..., Project Management, Management, Business Strategy, CRM, Defined Benefit, Defined Contribution, Financial Advisory, Fixed Income, Investment Advisory, Pensions, Retirement Plan..., Risk Management, Series 63, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 1989 — 1993
MBA, Finance, General
Saint Anselm College 1983 — 1987
Liberal Arts, Business/Managerial Economics
Voya Financial, Large Corporate Markets January 2014 - Present
TIAA-CREF August 2012 - August 2013
Bank of America Merrill Lynch Institutional Retirement Services July 1998 - June 2012
Scudder Investments 1987 - 1998
Skills
Series 7, Retirement Benefits, Relationship Management, Investments, Marketing Communications, Asset Allocation, Sales, Consultant Relations, Financial Services, Mutual Funds, Separately Managed..., Project Management, Management, Business Strategy, CRM, Defined Benefit, Defined Contribution, Financial Advisory, Fixed Income, Investment Advisory, Pensions, Retirement Plan..., Risk Management, Series 63, Strategy, Vendor Management
Education
Suffolk University - Sawyer School of Management 1989 — 1993
MBA, Finance, General
Saint Anselm College 1983 — 1987
Liberal Arts, Business/Managerial Economics
Brad Knoll, RICP, CRPC Brad Knoll, RICP, CRPC's Scudder Investments Experience January 1997 - August 2004
Job Retirement Consultant, Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC August 2011 - Present
KBS Capital Markets Group October 2010 - August 2011
AXA Equitable August 2004 - September 2010
Scudder Investments January 1997 - August 2004
Education
The Ohio State University 1988 — 1991
BSBA, Finance
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Finance
Miami University 1986 — 1987
Allianz Life Financial Services, LLC August 2011 - Present
KBS Capital Markets Group October 2010 - August 2011
AXA Equitable August 2004 - September 2010
Scudder Investments January 1997 - August 2004
Education
The Ohio State University 1988 — 1991
BSBA, Finance
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Finance
Miami University 1986 — 1987
Glenn Zannotti Glenn Zannotti's Scudder Investments Experience October 1989 - June 1998
Job Director of Development at Oklahoma State University Foundation
Industry Nonprofit Organization Management
Experience
Oklahoma State University Foundation September 2011 - Present
Tulsa Area United Way May 2004 - September 2011
Impole March 2003 - April 2004
Heroix April 2001 - March 2003
Parametric Technology Corporation March 2000 - April 2001
Fidelity Investments June 1998 - February 2000
Scudder Investments October 1989 - June 1998
Skills
Fundraising, Marketing, Marketing Communications, Social Media, Public Speaking, Non-profits, New Business Development, Volunteer Management, Annual Giving, Management, Leadership, Community Outreach, Email Marketing, Nonprofits, Team Building, Sales, Proposal Writing, Community Development, Customer Service, Social Networking, Strategic Communications, Leadership Development, Corporate Communications, Grant Writing, Research, Board Development, Media Relations, Stewardship, Internal Communications, Philanthropy, Microsoft Office, Advertising
Education
Oklahoma State University
BS, Marketing and Management
Putnam City North High School
Oklahoma State University Foundation September 2011 - Present
Tulsa Area United Way May 2004 - September 2011
Impole March 2003 - April 2004
Heroix April 2001 - March 2003
Parametric Technology Corporation March 2000 - April 2001
Fidelity Investments June 1998 - February 2000
Scudder Investments October 1989 - June 1998
Skills
Fundraising, Marketing, Marketing Communications, Social Media, Public Speaking, Non-profits, New Business Development, Volunteer Management, Annual Giving, Management, Leadership, Community Outreach, Email Marketing, Nonprofits, Team Building, Sales, Proposal Writing, Community Development, Customer Service, Social Networking, Strategic Communications, Leadership Development, Corporate Communications, Grant Writing, Research, Board Development, Media Relations, Stewardship, Internal Communications, Philanthropy, Microsoft Office, Advertising
Education
Oklahoma State University
BS, Marketing and Management
Putnam City North High School
Jeanne Stanford Poulin Jeanne Stanford Poulin's Scudder Investments Experience March 1987 - 1995
Job Software Industry Frameworks Marketing Leader Banking at IBM
Industry Financial Services
Experience
Poulin Family Enterprise September 2013 - Present
IBM March 2010 - Present
IBM 2006 - March 2010
Resources Global Professionals February 2003 - September 2005
PricewaterhouseCoopers October 1995 - January 2002
Scudder Investments March 1987 - 1995
Skills
Banking, Business Intelligence, Business Process..., Business Strategy, Business Transformation, Cloud Computing, Consulting, Enterprise Architecture, Enterprise Software, Financial Services, IT Strategy, Leadership, Management, Management Consulting, Marketing, Program Management, SOA, SaaS, Sales, Solution Selling
Education
Providence College 1982 — 1986
BA, Humanities
Poulin Family Enterprise September 2013 - Present
IBM March 2010 - Present
IBM 2006 - March 2010
Resources Global Professionals February 2003 - September 2005
PricewaterhouseCoopers October 1995 - January 2002
Scudder Investments March 1987 - 1995
Skills
Banking, Business Intelligence, Business Process..., Business Strategy, Business Transformation, Cloud Computing, Consulting, Enterprise Architecture, Enterprise Software, Financial Services, IT Strategy, Leadership, Management, Management Consulting, Marketing, Program Management, SOA, SaaS, Sales, Solution Selling
Education
Providence College 1982 — 1986
BA, Humanities
Charlene K. Dolan, CFP®, AIF® Charlene K. Dolan, CFP®, AIF®'s Scudder Investments Experience 1998 - 2000
Job Principal at Dolan Financial Services
Industry Financial Services
Experience
Dolan Financial Services 2007 - Present
The Provident Bank November 2000 - October 2007
Scudder Investments 1998 - 2000
Putnam Investment 1997 - 1999
Dana-Farber Cancer Institute 1979 - 1981
Education
Merrimack College 2002 — 2004
Certificate in Financial Planning
University of Massachusetts, Amherst 1972 — 1976
BGS, Health
Dolan Financial Services 2007 - Present
The Provident Bank November 2000 - October 2007
Scudder Investments 1998 - 2000
Putnam Investment 1997 - 1999
Dana-Farber Cancer Institute 1979 - 1981
Education
Merrimack College 2002 — 2004
Certificate in Financial Planning
University of Massachusetts, Amherst 1972 — 1976
BGS, Health
Scott Tetenman Scott Tetenman's Scudder Investments Experience 1987 - 1991
Job Director of Finance at New York Power Authority
Industry Oil & Energy
Experience
New York Power Authority January 2014 - Present
New York Power Authority August 2010 - January 2014
Environmental Power Corporation July 2008 - August 2010
Roundup Trading International (Bull Mountain Coal Mine) January 2003 - June 2008
CONNECTICUT BANK OF COMMERCE May 1999 - November 2002
REUTERS February 1998 - May 1999
Smith Barney April 1994 - February 1998
BERSEC INTERNATIONAL May 1992 - April 1994
Scudder Investments 1987 - 1991
Skills
Renewable Energy, Energy, Financial Analysis, Financial Modeling, Forecasting, Project Finance, Variance Analysis, Debt, Corporate Finance, Due Diligence, Power Generation, Structured Finance, Structuring, P&L, Budgeting, Analysis, Alternative Energy, Start-ups, Cleantech, Cash Flow, Microsoft Excel, Vlookup, Pivot Tables, SAP, Access, QuickBooks, Financial Reporting, Energy Markets, Finance, Cash Management, Accounting, Budgets, Equities, Process Improvement, Management, Income Statement, Business Strategy, Investments, Financial Risk, Financial Structuring, Divestitures, Mergers & Acquisitions, Executive Management, Joint Ventures, Strategy, Risk Management, Strategic Financial..., Portfolio Management, Sarbanes-Oxley Act, Credit
Education
University of Miami - School of Business 1991 — 1992
MBA
Northeastern University 1986 — 1991
BSBA
New York Power Authority January 2014 - Present
New York Power Authority August 2010 - January 2014
Environmental Power Corporation July 2008 - August 2010
Roundup Trading International (Bull Mountain Coal Mine) January 2003 - June 2008
CONNECTICUT BANK OF COMMERCE May 1999 - November 2002
REUTERS February 1998 - May 1999
Smith Barney April 1994 - February 1998
BERSEC INTERNATIONAL May 1992 - April 1994
Scudder Investments 1987 - 1991
Skills
Renewable Energy, Energy, Financial Analysis, Financial Modeling, Forecasting, Project Finance, Variance Analysis, Debt, Corporate Finance, Due Diligence, Power Generation, Structured Finance, Structuring, P&L, Budgeting, Analysis, Alternative Energy, Start-ups, Cleantech, Cash Flow, Microsoft Excel, Vlookup, Pivot Tables, SAP, Access, QuickBooks, Financial Reporting, Energy Markets, Finance, Cash Management, Accounting, Budgets, Equities, Process Improvement, Management, Income Statement, Business Strategy, Investments, Financial Risk, Financial Structuring, Divestitures, Mergers & Acquisitions, Executive Management, Joint Ventures, Strategy, Risk Management, Strategic Financial..., Portfolio Management, Sarbanes-Oxley Act, Credit
Education
University of Miami - School of Business 1991 — 1992
MBA
Northeastern University 1986 — 1991
BSBA
Charles H. Franckowiak Charles H. Franckowiak's Scudder Investments Experience October 1997 - January 2006
Job Bank of America Merrill Lynch Senior Relationship Manager
Industry Financial Services
Experience
DWS Investments October 1997 - January 2013
Scudder Investments October 1997 - January 2006
Dreyfus February 1992 - October 1997
Skills
Series 63, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Manage Client...
Education
Michigan State University 1985 — 1989
BA, Financial Administration
DWS Investments October 1997 - January 2013
Scudder Investments October 1997 - January 2006
Dreyfus February 1992 - October 1997
Skills
Series 63, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Manage Client...
Education
Michigan State University 1985 — 1989
BA, Financial Administration
Meg Pier Meg Pier's Scudder Investments Experience February 1996 - May 1999
Job CoFounder & Partner at Life Lessons & Memories
Industry Publishing
Experience
Life Lessons & Memories January 2013 - Present
ViewfromthePier April 2009 - Present
ViewfromthePier June 2004 - Present
Eaton Vance May 1999 - January 2008
Scudder Investments February 1996 - May 1999
Fleet Financial Group April 1992 - February 1996
Skills
Editing, Blogging, Journalism, Social Media, Public Relations, Media Relations, Writing, Public Speaking, Newspapers, Editorial, Photography, Storytelling, Interviews, Creative Direction, Graphic Design, Marketing Communications, Corporate Communications, Magazines, Publishing, Marketing
Education
New England College 1978 — 1982
B.A., Psychology
Life Lessons & Memories January 2013 - Present
ViewfromthePier April 2009 - Present
ViewfromthePier June 2004 - Present
Eaton Vance May 1999 - January 2008
Scudder Investments February 1996 - May 1999
Fleet Financial Group April 1992 - February 1996
Skills
Editing, Blogging, Journalism, Social Media, Public Relations, Media Relations, Writing, Public Speaking, Newspapers, Editorial, Photography, Storytelling, Interviews, Creative Direction, Graphic Design, Marketing Communications, Corporate Communications, Magazines, Publishing, Marketing
Education
New England College 1978 — 1982
B.A., Psychology
Steve McGavran's Scudder Investments Experience April 1996 - 2004
Job Financial Advisor with Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Beacon Capital Management, Inc June 2013 - Present
Lincoln Financial Group June 2008 - July 2013
AXA January 2005 - June 2008
Kemper April 1996 - August 2004
Scudder Investments April 1996 - 2004
Education
Pittsburg State University 1987 — 1993
Raymond James Financial Inc. July 2013 - Present
Beacon Capital Management, Inc June 2013 - Present
Lincoln Financial Group June 2008 - July 2013
AXA January 2005 - June 2008
Kemper April 1996 - August 2004
Scudder Investments April 1996 - 2004
Education
Pittsburg State University 1987 — 1993
Kevin Crowley CFP® AIF® Kevin Crowley CFP® AIF®'s Scudder Investments Experience 1997 - 1999
Job Investment Advisor at Flatiron Financial Group
Industry Financial Services
Experience
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Fred Studley Fred Studley's Scudder Investments Experience 1985 - 1989
Job CEO & Founder at Transition Solutions
Industry Professional Training & Coaching
Experience
Transition Solutions 1989 - Present
Scudder Investments 1985 - 1989
Computervision 1984 - 1985
Costar - Corning Life Sciences 1977 - 1984
Houghton Mifflin 1970 - 1977
Raytheon 1966 - 1970
Skills
Networking, Career Development, Leadership Development, Organizational..., Executive Development, Change Management, Organizational Design, Start-ups, Executive Coaching, Consulting, Coaching, Succession Planning, Performance Management, Talent Management, Career Counseling, Career Management, Management Consulting, Executive Management, Organizational...
Education
Northeastern University 1964 — 1969
BSBA, INDUSTRIAL RELATIONS & HUMAN RESOURCES
Transition Solutions 1989 - Present
Scudder Investments 1985 - 1989
Computervision 1984 - 1985
Costar - Corning Life Sciences 1977 - 1984
Houghton Mifflin 1970 - 1977
Raytheon 1966 - 1970
Skills
Networking, Career Development, Leadership Development, Organizational..., Executive Development, Change Management, Organizational Design, Start-ups, Executive Coaching, Consulting, Coaching, Succession Planning, Performance Management, Talent Management, Career Counseling, Career Management, Management Consulting, Executive Management, Organizational...
Education
Northeastern University 1964 — 1969
BSBA, INDUSTRIAL RELATIONS & HUMAN RESOURCES
Phillip Conrad's Scudder Investments Experience October 1997 - March 1999
Job Director of Technology & Technical Operations for Engineering Professional Education at Purdue University
Industry Higher Education
Experience
Purdue University April 2014 - Present
Tri-County Bible Church July 2006 - December 2014
Purdue University September 2013 - March 2014
Purdue University August 2005 - September 2013
ICON Transportation December 2002 - July 2005
Wachovia Securities LLC September 2001 - December 2002
Scudder Investments October 1997 - March 1999
RAF Financial July 1997 - October 1997
Skills
SQL, Web Development, JavaScript, HTML, WordPress, Python, Google Analytics, Public Speaking, Microsoft Office, CSS, ASP, Oracle, Web Programming, Web Analytics, VBScript, Organization, Administraion, Web Applications, Relational Databases, TOAD for Oracle, Oracle SQL Developer, MS Office Suite, Cognos, Adobe Fireworks, Dreamweaver, Podcasting
Education
University of Phoenix 2002 — 2004
MS Computer Information Systems, Computer Science
DePaul University 2000 — 2002
Computer Science
University of Illinois at Urbana-Champaign 1995 — 1997
BS, Finance
Parkland College 1993 — 1995
Purdue University April 2014 - Present
Tri-County Bible Church July 2006 - December 2014
Purdue University September 2013 - March 2014
Purdue University August 2005 - September 2013
ICON Transportation December 2002 - July 2005
Wachovia Securities LLC September 2001 - December 2002
Scudder Investments October 1997 - March 1999
RAF Financial July 1997 - October 1997
Skills
SQL, Web Development, JavaScript, HTML, WordPress, Python, Google Analytics, Public Speaking, Microsoft Office, CSS, ASP, Oracle, Web Programming, Web Analytics, VBScript, Organization, Administraion, Web Applications, Relational Databases, TOAD for Oracle, Oracle SQL Developer, MS Office Suite, Cognos, Adobe Fireworks, Dreamweaver, Podcasting
Education
University of Phoenix 2002 — 2004
MS Computer Information Systems, Computer Science
DePaul University 2000 — 2002
Computer Science
University of Illinois at Urbana-Champaign 1995 — 1997
BS, Finance
Parkland College 1993 — 1995
Kera Morris Kera Morris's Scudder Investments Experience September 1998 - February 2003
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
ADP Retirement Services February 2003 - March 2006
Scudder Investments September 1998 - February 2003
Skills
Risk Management, Investment Advisory, Retirement, Securities, Financial Services, 401k, Mutual Funds, Relationship Management, Retirement Planning, FINRA Series 7 and 63, Asset Allocation, Investments, Wealth Management, Series 6, Asset Management, Alternative Investments
Education
Northeastern University 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Fidelity Investments March 2006 - Present
ADP Retirement Services February 2003 - March 2006
Scudder Investments September 1998 - February 2003
Skills
Risk Management, Investment Advisory, Retirement, Securities, Financial Services, 401k, Mutual Funds, Relationship Management, Retirement Planning, FINRA Series 7 and 63, Asset Allocation, Investments, Wealth Management, Series 6, Asset Management, Alternative Investments
Education
Northeastern University 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Kevin Fieldman's Scudder Investments Experience October 1991 - November 2002
Job Senior Manager Investment Research CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
James Laverty's Scudder Investments Experience November 1992 - October 1996
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2013 - Present
John Carroll H.S. May 2012 - December 2013
Dahlman Rose & Co. January 2004 - December 2012
H&Q AB 2000 - 2003
Scudder Investments November 1992 - October 1996
Skills
Investments, Trading, Fixed Income, Equity Trading, Corporate Finance, Securities, Mergers, Due Diligence, Venture Capital, Mergers & Acquisitions, Equity Capital Markets, College Football
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Princeton HS 1983 — 1987
Morgan Stanley December 2013 - Present
John Carroll H.S. May 2012 - December 2013
Dahlman Rose & Co. January 2004 - December 2012
H&Q AB 2000 - 2003
Scudder Investments November 1992 - October 1996
Skills
Investments, Trading, Fixed Income, Equity Trading, Corporate Finance, Securities, Mergers, Due Diligence, Venture Capital, Mergers & Acquisitions, Equity Capital Markets, College Football
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Economics
Princeton HS 1983 — 1987
Paula Feeney Paula Feeney's Scudder Investments Experience September 1996 - August 1999
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage October 2014 - Present
Fidelity Investments March 2009 - June 2010
Fidelity Investments March 2007 - November 2008
Fidelity Investments August 2006 - March 2007
Fidelity Investments September 1999 - March 2001
Scudder Investments September 1996 - August 1999
KPMG US August 1994 - September 1996
Skills
Process Improvement, Mutual Funds, Strategic Financial..., Investments, Financial Planning, Mergers & Acquisitions, Operations Management, Retirement, Retirement Planning
Education
Merrimack College 1987 — 1991
BS in Business, Accounting
The Retirement Advantage October 2014 - Present
Fidelity Investments March 2009 - June 2010
Fidelity Investments March 2007 - November 2008
Fidelity Investments August 2006 - March 2007
Fidelity Investments September 1999 - March 2001
Scudder Investments September 1996 - August 1999
KPMG US August 1994 - September 1996
Skills
Process Improvement, Mutual Funds, Strategic Financial..., Investments, Financial Planning, Mergers & Acquisitions, Operations Management, Retirement, Retirement Planning
Education
Merrimack College 1987 — 1991
BS in Business, Accounting
Neil Blicher, MBA, CFP®'s Scudder Investments Experience October 1997 - April 1999
Job Financial Services Representative, Baystate Financial & Baystate Wealth Management
Industry Financial Services
Experience
Baystate Financial & Baystate Wealth Management December 2008 - Present
Legacy Financial Advisors April 2008 - November 2008
Fidelity Investments October 2003 - April 2008
Fidelity Investments May 1999 - September 2003
Scudder Investments October 1997 - April 1999
Fidelity Investments August 1994 - September 1997
Monitor Company July 1989 - May 1992
Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing majors
Wesleyan University 1985 — 1989
BA, American Government major
Newton South High School 1981 — 1985
Baystate Financial & Baystate Wealth Management December 2008 - Present
Legacy Financial Advisors April 2008 - November 2008
Fidelity Investments October 2003 - April 2008
Fidelity Investments May 1999 - September 2003
Scudder Investments October 1997 - April 1999
Fidelity Investments August 1994 - September 1997
Monitor Company July 1989 - May 1992
Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance and Marketing majors
Wesleyan University 1985 — 1989
BA, American Government major
Newton South High School 1981 — 1985
Mary McConville's Scudder Investments Experience October 2003 - August 2004
Job Demand Planning Manager at the Kraft Heinz Company
Industry Consumer Goods
Experience
The Kraft Heinz Company July 2013 - Present
Kraft Foods Group March 2012 - July 2013
Kraft Foods Group April 2011 - April 2012
Kraft Foods Group November 2008 - August 2011
Kraft Foods Group June 2007 - November 2008
Kraft Foods Group January 2005 - June 2007
Scudder Investments October 2003 - August 2004
Skills
Demand Planning, Forecasting, SAP, Training, Continuous Improvement, Integration, Cross-functional Team...
Education
Purdue University 1999 — 2003
BS, Inderdisciplinary Engineering
The Kraft Heinz Company July 2013 - Present
Kraft Foods Group March 2012 - July 2013
Kraft Foods Group April 2011 - April 2012
Kraft Foods Group November 2008 - August 2011
Kraft Foods Group June 2007 - November 2008
Kraft Foods Group January 2005 - June 2007
Scudder Investments October 2003 - August 2004
Skills
Demand Planning, Forecasting, SAP, Training, Continuous Improvement, Integration, Cross-functional Team...
Education
Purdue University 1999 — 2003
BS, Inderdisciplinary Engineering
James Blandino James Blandino's Scudder Investments Experience June 1992 - October 2002
Job IT Manager at VOYA Financial in Retirement Solutions
Industry Financial Services
Experience
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Scudder Investments June 1992 - October 2002
Skills
IT Management, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Requirements Analysis, SDLC, Project Portfolio..., Change Management, IT Operations, Management, Project Management, Software Development, Software Project..., Quality Assurance, Vendor Management
Education
Northeastern University
BS-Business Administration, AS-MIS, and Certification in Computer Systems Specialist Program
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Scudder Investments June 1992 - October 2002
Skills
IT Management, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Requirements Analysis, SDLC, Project Portfolio..., Change Management, IT Operations, Management, Project Management, Software Development, Software Project..., Quality Assurance, Vendor Management
Education
Northeastern University
BS-Business Administration, AS-MIS, and Certification in Computer Systems Specialist Program
Clifton Wallace Clifton Wallace's Scudder Investments Experience January 1999 - May 2001
Job Director, Account Management at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 1997 - Present
ADP Retirement Services May 2006 - June 2009
ADP Retirement Services/Scudder Investments/Deutsche Bank May 2001 - May 2006
Scudder Investments January 1999 - May 2001
Scudder Investments September 1997 - January 1999
Skills
FINRA Series 26, 6 and...
Education
Plymouth State University 1990 — 1993
B.S., Business, Management, Marketing, and Related Support Services
ADP Retirement Services September 1997 - Present
ADP Retirement Services May 2006 - June 2009
ADP Retirement Services/Scudder Investments/Deutsche Bank May 2001 - May 2006
Scudder Investments January 1999 - May 2001
Scudder Investments September 1997 - January 1999
Skills
FINRA Series 26, 6 and...
Education
Plymouth State University 1990 — 1993
B.S., Business, Management, Marketing, and Related Support Services
Deborah Weir, CFA Deborah Weir, CFA's Scudder Investments Experience 1978 - 1985
Job Asset Allocation
Industry Financial Services
Experience
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
Traci Bostrom Traci Bostrom's Scudder Investments Experience 2000 - 2003
Job Director Investment Compliance at Columbia Management
Industry Financial Services
Experience
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Tess Gutkowski Tess Gutkowski's Scudder Investments Experience 1998 - 2003
Job President at Brilliant Werks, Inc. DBA Young Rembrandts
Industry Education Management
Experience
Brilliant Werks, Inc. DBA Young Rembrandts July 2012 - Present
Tess Gutkowski Communications 2003 - Present
DWS Scudder 2000 - 2003
Scudder Investments 1998 - 2003
Scudder Investments 1991 - 1997
Skills
PowerPoint, Excel, Word, Email Marketing, Scheduling, Event Planning, Web Design, Client Communications
Education
Saint Xavier University
Business Writing
Brilliant Werks, Inc. DBA Young Rembrandts July 2012 - Present
Tess Gutkowski Communications 2003 - Present
DWS Scudder 2000 - 2003
Scudder Investments 1998 - 2003
Scudder Investments 1991 - 1997
Skills
PowerPoint, Excel, Word, Email Marketing, Scheduling, Event Planning, Web Design, Client Communications
Education
Saint Xavier University
Business Writing
Francis Jacobs III, CMFC's Scudder Investments Experience January 2005 - January 2006
Job Western Director at Merion Capital
Industry Financial Services
Experience
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Edward J. Taylor Edward J. Taylor's Scudder Investments Experience 1994 - 1997
Job Senior Director
Industry Information Technology and Services
Experience
Top Talent Associates, LLC March 2014 - Present
Suffolk University 2013 - Present
Liberty Mutual April 2007 - February 2014
Investors Bank and Trust 2004 - 2007
Marsh Inc. 2000 - 2003
State Street Global Advisors (SSgA) 1997 - 2000
Scudder Investments 1994 - 1997
Colonial Management 1985 - 1993
Skills
CISA, CISSP, CISM, PMP, SDLC, Program Management, Vendor Management, IT Strategy, Process Improvement, CGEIT, Business Analysis, Business Intelligence, Disaster Recovery, Project Management, Enterprise Architecture
Education
Rochester Institute of Technology 1981 — 1984
M.S., Computer Science
University of Massachusetts at Lowell
B.S., Mathematics
Weymouth HS
Weymouth HS
Weymouth HS
Top Talent Associates, LLC March 2014 - Present
Suffolk University 2013 - Present
Liberty Mutual April 2007 - February 2014
Investors Bank and Trust 2004 - 2007
Marsh Inc. 2000 - 2003
State Street Global Advisors (SSgA) 1997 - 2000
Scudder Investments 1994 - 1997
Colonial Management 1985 - 1993
Skills
CISA, CISSP, CISM, PMP, SDLC, Program Management, Vendor Management, IT Strategy, Process Improvement, CGEIT, Business Analysis, Business Intelligence, Disaster Recovery, Project Management, Enterprise Architecture
Education
Rochester Institute of Technology 1981 — 1984
M.S., Computer Science
University of Massachusetts at Lowell
B.S., Mathematics
Weymouth HS
Weymouth HS
Weymouth HS
Kevin Geist Kevin Geist's Scudder Investments Experience January 1999 - January 2006
Job Regional Vice President, AXA Distributors
Industry Financial Services
Experience
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
AXA Distributors June 2012 - Present
Genworth Financial September 2010 - Present
AXA Distributors April 2008 - April 2009
Sun Life Financial February 2007 - April 2008
Van Kampen Investments October 2006 - February 2007
Scudder Investments January 1999 - January 2006
Skills
Sales, Investment Advisory, Insurance, Mutual Funds, CRM, Selling, Leadership, Management, Fixed Annuities, Investments, Business Planning, Financial Services, Relationship Management, Wealth Management, Marketing, Retirement Planning
Education
Saint Mary's University of Minnesota 1995 — 1999
ba, marketing
Dave Osborn Dave Osborn's Scudder Investments Experience February 2003 - December 2003
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. May 2015 - Present
SunAmerica Annuity and Life Assurance Company March 2004 - January 2015
Scudder Investments February 2003 - December 2003
Scudder Investments April 2000 - February 2003
Education
Miami University 1986 — 1990
BS
Forethought Financial Group, Inc. May 2015 - Present
SunAmerica Annuity and Life Assurance Company March 2004 - January 2015
Scudder Investments February 2003 - December 2003
Scudder Investments April 2000 - February 2003
Education
Miami University 1986 — 1990
BS
William McPhail William McPhail's Scudder Investments Experience June 1996 - August 1999
Job Finance Manager at Comcast
Industry Consumer Services
Experience
Comcast April 2008 - Present
Cask & Keg, Inc. June 2003 - April 2008
Intergen November 2002 - June 2003
Pioneer Investments August 1999 - November 2002
Scudder Investments June 1996 - August 1999
Thomas Cook November 1993 - May 1996
Skills
Excel, PowerPoint, Essbase, Peachtree, Epiphany, Crystal Reports, Budgeting, Accounting, Forecasting, Financial Analysis, Financial Reporting, Access, Process Improvement, Analysis, Outlook, Business Analysis, Word, Strategic Planning, PeopleSoft, Microsoft Office, Planning, Program Management, Team Building, Mentoring, Financial Planning, Problem Solving, Team Leadership, Business Planning, Accounts Payable, Data Analysis, Change Management, SAP, Financial Management, Coaching, Financial Modeling, Budgets
Education
Northeastern University 1988 — 1993
BS, Accounting
Arlington High School
Comcast April 2008 - Present
Cask & Keg, Inc. June 2003 - April 2008
Intergen November 2002 - June 2003
Pioneer Investments August 1999 - November 2002
Scudder Investments June 1996 - August 1999
Thomas Cook November 1993 - May 1996
Skills
Excel, PowerPoint, Essbase, Peachtree, Epiphany, Crystal Reports, Budgeting, Accounting, Forecasting, Financial Analysis, Financial Reporting, Access, Process Improvement, Analysis, Outlook, Business Analysis, Word, Strategic Planning, PeopleSoft, Microsoft Office, Planning, Program Management, Team Building, Mentoring, Financial Planning, Problem Solving, Team Leadership, Business Planning, Accounts Payable, Data Analysis, Change Management, SAP, Financial Management, Coaching, Financial Modeling, Budgets
Education
Northeastern University 1988 — 1993
BS, Accounting
Arlington High School
Kevin Armstrong's Scudder Investments Experience 1993 - 1995
Job
Industry Marketing and Advertising
Experience
Oracle July 2014 - Present
Jive Software September 2013 - July 2014
SuccessFactors an SAP Company June 2011 - August 2013
SuccessFactors April 2010 - August 2013
Verivo Software 2008 - 2010
Monster.com 2004 - 2008
Switchboard.com 2000 - 2003
First USA Partners 1999 - 2000
American Airlines 1995 - 1999
Scudder Investments 1993 - 1995
Skills
Enterprise Software, Mobile, SaaS, Salesforce.com, Solution Selling, Renewals, Inside Sales, Lead Generation, Sales Process, Cloud Computing, Cold Calling, Account Management, Demand Generation, Sales Management, Direct Sales, New Business Development, Sales, Business Development, Qualifying Prospects, CRM, Marketing Automation, B2B, Lead Management, Channel Sales, Sales Presentations, Start-ups, Complex Sales, Customer Retention, Go-to-market Strategy, Webinars, Miller Heiman, Contract Negotiation, Strategic Partnerships, Channel, Territory Management, Customer Acquisition, Partner Management, Selling Skills, Building Relationships, Key Account Management, Team Building, Talent Acquisition, Management, Selling, Negotiation, Relationship Management, Mobile Devices, Leadership, Training, Professional Services
Education
New England College 1988 — 1992
BA
Duxbury High School 1984 — 1988
Cardinal Spellman High School 1984 — 1985
Oracle July 2014 - Present
Jive Software September 2013 - July 2014
SuccessFactors an SAP Company June 2011 - August 2013
SuccessFactors April 2010 - August 2013
Verivo Software 2008 - 2010
Monster.com 2004 - 2008
Switchboard.com 2000 - 2003
First USA Partners 1999 - 2000
American Airlines 1995 - 1999
Scudder Investments 1993 - 1995
Skills
Enterprise Software, Mobile, SaaS, Salesforce.com, Solution Selling, Renewals, Inside Sales, Lead Generation, Sales Process, Cloud Computing, Cold Calling, Account Management, Demand Generation, Sales Management, Direct Sales, New Business Development, Sales, Business Development, Qualifying Prospects, CRM, Marketing Automation, B2B, Lead Management, Channel Sales, Sales Presentations, Start-ups, Complex Sales, Customer Retention, Go-to-market Strategy, Webinars, Miller Heiman, Contract Negotiation, Strategic Partnerships, Channel, Territory Management, Customer Acquisition, Partner Management, Selling Skills, Building Relationships, Key Account Management, Team Building, Talent Acquisition, Management, Selling, Negotiation, Relationship Management, Mobile Devices, Leadership, Training, Professional Services
Education
New England College 1988 — 1992
BA
Duxbury High School 1984 — 1988
Cardinal Spellman High School 1984 — 1985
Michele Sacco, CFA's Scudder Investments Experience 1999 - 2002
Job Real Estate Investments
Industry Real Estate
Experience
Prudential CT January 2010 - Present
Legg Mason September 1999 - December 2008
Scudder Investments 1999 - 2002
Education
Pace University - Lubin School of Business 1993 — 1997
Prudential CT January 2010 - Present
Legg Mason September 1999 - December 2008
Scudder Investments 1999 - 2002
Education
Pace University - Lubin School of Business 1993 — 1997
Christopher Mortara's Scudder Investments Experience February 1997 - January 2001
Job Chief Compliance Officer at Cantella
Industry Financial Services
Experience
Cantella June 2012 - Present
South Plymouth Youth Baseball 2006 - December 2013
Cantella January 2011 - June 2012
U.S. Wealth Management September 2006 - January 2011
MetLife Financial Services 2006 - 2007
U.S. Financial Advisors, LLC January 2001 - June 2006
Scudder Investments February 1997 - January 2001
Skills
Financial Advisory, Series 24, Series 7, FINRA, Mutual Funds, Investment Advisory, Securities, Series 63, Wealth Management, Financial Services, Asset Managment, Compliance, Separately Managed..., Broker-Dealer, Building Strong..., Trading, Asset Management, Investments, Finance, Uniform Combined State..., Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Series 6, Investment Management, AML, Fixed Annuities, Equities, Retirement
Education
Western Connecticut State University 1995 — 1996
Bachelor of Arts (BA), Business Management
Sacred Heart University 1994 — 1995
Business
Northeastern University 1991 — 1993
Business
Bethel High School 1987 — 1991
Cantella June 2012 - Present
South Plymouth Youth Baseball 2006 - December 2013
Cantella January 2011 - June 2012
U.S. Wealth Management September 2006 - January 2011
MetLife Financial Services 2006 - 2007
U.S. Financial Advisors, LLC January 2001 - June 2006
Scudder Investments February 1997 - January 2001
Skills
Financial Advisory, Series 24, Series 7, FINRA, Mutual Funds, Investment Advisory, Securities, Series 63, Wealth Management, Financial Services, Asset Managment, Compliance, Separately Managed..., Broker-Dealer, Building Strong..., Trading, Asset Management, Investments, Finance, Uniform Combined State..., Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Series 6, Investment Management, AML, Fixed Annuities, Equities, Retirement
Education
Western Connecticut State University 1995 — 1996
Bachelor of Arts (BA), Business Management
Sacred Heart University 1994 — 1995
Business
Northeastern University 1991 — 1993
Business
Bethel High School 1987 — 1991
Jim Cove's Scudder Investments Experience 1998 - 2001
Job Senior Vice President at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Asset Management June 2001 - Present
Scudder Investments 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Marketing Strategy, Analysis, Management, Due Diligence, Strategy, Portfolio Management, Asset Management, Investment Management, Financial Services, Equities, Mergers & Acquisitions, Investments, Investment Strategies, Investment Advisory
Education
University College Dublin 1992 — 1993
MA, Irish Literature and Drama
Saint Anselm College 1988 — 1992
BA, Liberal Studies in the Great Books
Trinity College, Dublin 1990 — 1991
Natixis Global Asset Management June 2001 - Present
Scudder Investments 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Marketing Strategy, Analysis, Management, Due Diligence, Strategy, Portfolio Management, Asset Management, Investment Management, Financial Services, Equities, Mergers & Acquisitions, Investments, Investment Strategies, Investment Advisory
Education
University College Dublin 1992 — 1993
MA, Irish Literature and Drama
Saint Anselm College 1988 — 1992
BA, Liberal Studies in the Great Books
Trinity College, Dublin 1990 — 1991
Kevin Powers's Scudder Investments Experience June 1999 - 2003
Job Managing Associate at Beacon Consulting Group
Industry Financial Services
Experience
Beacon Consulting Group November 2012 - Present
Wipro Technologies February 2012 - August 2012
ORBIS FINANCIAL SERVICES GROUP LLC June 2011 - February 2012
State Street Corporation January 2008 - December 2010
State Street April 2003 - December 2007
Scudder Investments June 1999 - 2003
Scudder Trust Company 1996 - 1998
Skills
Operations Management, Mutual Funds, Financial Services, Risk Management, Budgets, Management, Strategic Financial..., Project Management, CRM, Institutional Investors, Outsourcing, Portfolio Management, Accounting, Transfer Agency, Trading, Relationship Management, Asset Managment, Leadership, Team Leadership, Fixed Income, Securities, Hedge Funds, Asset Management, Institutional...
Education
Providence College 1985 — 1989
BA, Economics
Beacon Consulting Group November 2012 - Present
Wipro Technologies February 2012 - August 2012
ORBIS FINANCIAL SERVICES GROUP LLC June 2011 - February 2012
State Street Corporation January 2008 - December 2010
State Street April 2003 - December 2007
Scudder Investments June 1999 - 2003
Scudder Trust Company 1996 - 1998
Skills
Operations Management, Mutual Funds, Financial Services, Risk Management, Budgets, Management, Strategic Financial..., Project Management, CRM, Institutional Investors, Outsourcing, Portfolio Management, Accounting, Transfer Agency, Trading, Relationship Management, Asset Managment, Leadership, Team Leadership, Fixed Income, Securities, Hedge Funds, Asset Management, Institutional...
Education
Providence College 1985 — 1989
BA, Economics
Kimberly Ulrich's Scudder Investments Experience June 1996 - July 2004
Job Product Specialist
Industry Financial Services
Experience
William Blair & Company December 2007 - June 2013
Deutsche Asset Management July 2004 - January 2007
Scudder Investments June 1996 - July 2004
Kemper Financial Services September 1993 - May 1996
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
William Blair & Company December 2007 - June 2013
Deutsche Asset Management July 2004 - January 2007
Scudder Investments June 1996 - July 2004
Kemper Financial Services September 1993 - May 1996
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
Nina Anderson's Scudder Investments Experience 1983 - 2001
Job Senior Research Analyst at SCS Financial
Industry Investment Management
Experience
SCS Financial March 2008 - Present
SCS Financial March 2008 - Present
Pingree School 2002 - June 2009
The House of the Seven Gables 2000 - 2008
Scudder Investments 1983 - 2001
CIGNA 1983 - 1986
Skills
Public Finance
Education
McGill University 1977 — 1981
SCS Financial March 2008 - Present
SCS Financial March 2008 - Present
Pingree School 2002 - June 2009
The House of the Seven Gables 2000 - 2008
Scudder Investments 1983 - 2001
CIGNA 1983 - 1986
Skills
Public Finance
Education
McGill University 1977 — 1981
Mike Sharkey, PMP's Scudder Investments Experience February 1998 - February 2006
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management July 1993 - Present
Scudder Investments February 1998 - February 2006
Skills
Mutual Funds, Back Office, Vendor Management, Series 63, Series 6, Asset Managment, PMP, Project Management, Asset Management, Risk Management
Education
University of Missouri-Kansas City 1989 — 1993
BSBA
Rockhurst University 1988 — 1990
Business
Deutsche Asset & Wealth Management July 1993 - Present
Scudder Investments February 1998 - February 2006
Skills
Mutual Funds, Back Office, Vendor Management, Series 63, Series 6, Asset Managment, PMP, Project Management, Asset Management, Risk Management
Education
University of Missouri-Kansas City 1989 — 1993
BSBA
Rockhurst University 1988 — 1990
Business
John L Doyle's Scudder Investments Experience January 1994 - August 2004
Job Category Consultant at State Street Bank
Industry Financial Services
Experience
State Street Bank Purchasing ManagerNovartis2001 - 2008
Scudder Investments January 1994 - August 2004
Education
Salem State University 1971 — 1975
State Street Bank Purchasing ManagerNovartis2001 - 2008
Scudder Investments January 1994 - August 2004
Education
Salem State University 1971 — 1975
Michael Balaschi's Scudder Investments Experience 1996 - 1999
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
CDS Business Mapping, LLC January 2011 - Present
Fidelity Investments March 2007 - May 2008
BNP Paribas/FundQuest August 2004 - February 2007
JP Morgan/Brown Co 1999 - 2004
Scudder Investments 1996 - 1999
Education
Providence College 1974 — 1978
Accounting
Xaverian Brothers 1970 — 1974
CDS Business Mapping, LLC January 2011 - Present
Fidelity Investments March 2007 - May 2008
BNP Paribas/FundQuest August 2004 - February 2007
JP Morgan/Brown Co 1999 - 2004
Scudder Investments 1996 - 1999
Education
Providence College 1974 — 1978
Accounting
Xaverian Brothers 1970 — 1974
Pat Glennon's Scudder Investments Experience 1998 - 2002
Job Technical Solutions Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services November 2006 - May 2014
Brownco 2003 - 2006
JP Morgan Invest 2003 - 2006
Scudder Investments 1998 - 2002
Skills
Team Building, Process Improvement, Microsoft Excel, Customer Service, Operations Management, Quality Assurance, Mutual Funds, Call Centers, Windows Sharepoint..., Call Center, Coaching, Access, Equities, Insurance, Project Management, Management
Education
Bridgewater State College 2013 — 2018
Bachelor's Degree, Communication Studies
New England College of Business and Finance 1992 — 1994
BC High 1986 — 1990
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services November 2006 - May 2014
Brownco 2003 - 2006
JP Morgan Invest 2003 - 2006
Scudder Investments 1998 - 2002
Skills
Team Building, Process Improvement, Microsoft Excel, Customer Service, Operations Management, Quality Assurance, Mutual Funds, Call Centers, Windows Sharepoint..., Call Center, Coaching, Access, Equities, Insurance, Project Management, Management
Education
Bridgewater State College 2013 — 2018
Bachelor's Degree, Communication Studies
New England College of Business and Finance 1992 — 1994
BC High 1986 — 1990
Jay LaMar's Scudder Investments Experience 1998 - 1999
Job Financial Advisor at A Major Financial Service Firm
Industry Financial Services
Experience
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
Michael De Feo's Scudder Investments Experience 1995 - 1998
Job Managing Director DCIO & Strategic Platform Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Steve DeFrancesco's Scudder Investments Experience 1991 - 1995
Job User Experience Consultant Interaction Design at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
Charlene Richard's Scudder Investments Experience 1981 - 1999
Job VP at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles April 2007 - Present
Loomis Sayles 2007 - Present
Scudder Investments 1981 - 1999
Scudder Investments 1981 - 1999
Education
Salem State University 1976 — 1980
Loomis Sayles April 2007 - Present
Loomis Sayles 2007 - Present
Scudder Investments 1981 - 1999
Scudder Investments 1981 - 1999
Education
Salem State University 1976 — 1980
Sheryl Craun's Scudder Investments Experience December 2000 - June 2003
Job Managing Director, Sole Record Keeping Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
Robert Stapley's Scudder Investments Experience 1999 - 2000
Job Partner Enterprise Iron
Industry Financial Services
Experience
ENTERPRISE IRON January 2006 - Present
Envisage Information Systems 2010 - 2012
Enterprise Iron 2006 - 2012
Enterprise Iron 2006 - 2010
Essential Resources January 1994 - November 2009
Devereux 2005 - 2009
Wilson Technologies 2003 - 2006
Essential Resources 1994 - 2006
ITG 2000 - 2003
Scudder Investments 1999 - 2000
Skills
Software Development, Project Management, Outsourcing, Visual Basic, Data Warehousing, Business Process..., Business Analysis, Financial Services, Management Consulting, Business Process..., Business Intelligence, Employee Benefits, Requirements Gathering, Process Improvement, Strategy, Testing, Databases, SDLC, Management, User Acceptance Testing, Vendor Management, Requirements Analysis, Database Design, Software Project..., PMO, XML, Business Requirements, Visio, SharePoint, IT Strategy, Project Planning, CRM, Analysis, Integration, Governance, Program Management
Education
Mercer University 1980 — 1983
Post Graduate studies, MBA Finance and Accounting
State University of New York College at Brockport 1974 — 1978
BS, Computer Science
University of Wyoming 1973 — 1974
Avon Central
ENTERPRISE IRON January 2006 - Present
Envisage Information Systems 2010 - 2012
Enterprise Iron 2006 - 2012
Enterprise Iron 2006 - 2010
Essential Resources January 1994 - November 2009
Devereux 2005 - 2009
Wilson Technologies 2003 - 2006
Essential Resources 1994 - 2006
ITG 2000 - 2003
Scudder Investments 1999 - 2000
Skills
Software Development, Project Management, Outsourcing, Visual Basic, Data Warehousing, Business Process..., Business Analysis, Financial Services, Management Consulting, Business Process..., Business Intelligence, Employee Benefits, Requirements Gathering, Process Improvement, Strategy, Testing, Databases, SDLC, Management, User Acceptance Testing, Vendor Management, Requirements Analysis, Database Design, Software Project..., PMO, XML, Business Requirements, Visio, SharePoint, IT Strategy, Project Planning, CRM, Analysis, Integration, Governance, Program Management
Education
Mercer University 1980 — 1983
Post Graduate studies, MBA Finance and Accounting
State University of New York College at Brockport 1974 — 1978
BS, Computer Science
University of Wyoming 1973 — 1974
Avon Central
Rob Baumgarten's Scudder Investments Experience March 2000 - July 2002
Job Sales Manager at Robson Realty
Industry Real Estate
Experience
Robson Realty September 2007 - Present
Coldwell Banker Real Estate March 2003 - September 2007
Scudder Investments March 2000 - July 2002
Education
Oklahoma State University 1995 — 1999
Robson Realty September 2007 - Present
Coldwell Banker Real Estate March 2003 - September 2007
Scudder Investments March 2000 - July 2002
Education
Oklahoma State University 1995 — 1999
Bob Byrnes's Scudder Investments Experience January 1995 - May 2003
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2003 - Present
Scudder Investments January 1995 - May 2003
State Street September 1990 - December 1995
Education
Saint Anselm College 1986 — 1990
Fidelity Investments May 2003 - Present
Scudder Investments January 1995 - May 2003
State Street September 1990 - December 1995
Education
Saint Anselm College 1986 — 1990
Cheryl Marconi's Scudder Investments Experience 1994 - 1997
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Dan Tilton's Scudder Investments Experience 1999 - 2003
Job Client Service Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2012 - Present
Retirement Alliance March 2007 - January 2012
ACS 2004 - 2007
Scudder Investments 1999 - 2003
Skills
401k, Defined Contribution, Retirement, ERISA, Pensions, Defined Benefit, Retirement Planning, Pension Administration, Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Services, Investments
Education
Plymouth State University 1993 — 1997
Bachelor's degree, Public Management
Putnam Investments January 2012 - Present
Retirement Alliance March 2007 - January 2012
ACS 2004 - 2007
Scudder Investments 1999 - 2003
Skills
401k, Defined Contribution, Retirement, ERISA, Pensions, Defined Benefit, Retirement Planning, Pension Administration, Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Services, Investments
Education
Plymouth State University 1993 — 1997
Bachelor's degree, Public Management
Bryan Brumund, CIMA®'s Scudder Investments Experience November 2000 - December 2004
Job Regional Director at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company June 2011 - Present
Goldman Sachs Asset Management January 2010 - February 2011
Goldman Sachs Asset Management September 2007 - January 2010
AFBA Investment Management Co. December 2004 - April 2007
Scudder Investments November 2000 - December 2004
Scudder Investments June 1999 - November 2000
Skills
Alternative Investments, Financial Advisory
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
MBA
Miami University 1995 — 1999
B.S., Marketing
Steben & Company June 2011 - Present
Goldman Sachs Asset Management January 2010 - February 2011
Goldman Sachs Asset Management September 2007 - January 2010
AFBA Investment Management Co. December 2004 - April 2007
Scudder Investments November 2000 - December 2004
Scudder Investments June 1999 - November 2000
Skills
Alternative Investments, Financial Advisory
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
MBA
Miami University 1995 — 1999
B.S., Marketing
Bill Hirst's Scudder Investments Experience July 1997 - April 2002
Job Inside Wholesaler at John Hancock Funds
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) 2005 - Present
John Hancock RIRS October 2005 - November 2009
BlackRock December 2002 - October 2005
Scudder Investments July 1997 - April 2002
scudder 1997 - 2002
Skills
Series 7, Series 63, Life Insurance, Investments, Mutual Funds, Series 6
Education
Northern Arizona University 1992 — 1995
Sociology, Advertising
John Hancock Life Insurance Company (U.S.A.) 2005 - Present
John Hancock RIRS October 2005 - November 2009
BlackRock December 2002 - October 2005
Scudder Investments July 1997 - April 2002
scudder 1997 - 2002
Skills
Series 7, Series 63, Life Insurance, Investments, Mutual Funds, Series 6
Education
Northern Arizona University 1992 — 1995
Sociology, Advertising
Christopher Link's Scudder Investments Experience September 1994 - January 1996
Job Creative Director at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
Craig Wolfgram's Scudder Investments Experience January 1992 - May 1999
Job IT Manager, Call Center Competency at Roche Diagnostics
Industry Computer Software
Experience
Roche Diagnostics June 2008 - Present
Affiliated Computer Services March 2006 - March 2008
ACS 2006 - 2008
Sagamore Health Network May 2000 - February 2006
TEKsystems (Maxim Group) May 1999 - May 2000
Scudder Investments January 1992 - May 1999
Education
Purdue University 1987 — 1991
Roche Diagnostics June 2008 - Present
Affiliated Computer Services March 2006 - March 2008
ACS 2006 - 2008
Sagamore Health Network May 2000 - February 2006
TEKsystems (Maxim Group) May 1999 - May 2000
Scudder Investments January 1992 - May 1999
Education
Purdue University 1987 — 1991
Brian Nygard's Scudder Investments Experience 1999 - 2000
Job Berkshire Hathaway HomeServices KoenigRubloff Realty Group: Chicago/Gold Coast
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group 2015 - Present
IllinoisRealEstate.com 2005 - 2015
Etrade Financial May 2002 - October 2006
Re/Max Grand 2005 - 2006
Chicago Stock Exchange (CHX) January 2000 - May 2003
Scudder Investments 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Condos, Short Sales, Sellers, Residential Homes, Commercial Real Estate, Foreclosures, Relocation, Investment Properties, Investors, Buyer Representation, Real Estate Transactions, Single Family Homes, Customer Service, Listing Homes, Listing Services, Multiple Listing Service, chicago real estate, Luxury Homes, luxury real estate, Marketing
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Economics
The University of Memphis
Business
Berkshire Hathaway HomeServices KoenigRubloff Realty Group 2015 - Present
IllinoisRealEstate.com 2005 - 2015
Etrade Financial May 2002 - October 2006
Re/Max Grand 2005 - 2006
Chicago Stock Exchange (CHX) January 2000 - May 2003
Scudder Investments 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Condos, Short Sales, Sellers, Residential Homes, Commercial Real Estate, Foreclosures, Relocation, Investment Properties, Investors, Buyer Representation, Real Estate Transactions, Single Family Homes, Customer Service, Listing Homes, Listing Services, Multiple Listing Service, chicago real estate, Luxury Homes, luxury real estate, Marketing
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Economics
The University of Memphis
Business
Greg Doherty's Scudder Investments Experience 1997 - 2005
Job Lead Application Developer at ADP
Industry Information Technology and Services
Experience
ADP January 2006 - Present
Scudder Investments 1997 - 2005
Education
Saint Michael's College 1990 — 1993
ADP January 2006 - Present
Scudder Investments 1997 - 2005
Education
Saint Michael's College 1990 — 1993
Glenn Bianchi's Scudder Investments Experience January 1999 - January 2002
Job System Administrator I at Technology Specialists Inc.
Industry Information Technology and Services
Experience
Technology Specialists Inc. June 2012 - Present
Nitel February 2012 - June 2012
UniformMarket LLC July 2009 - February 2012
Westmont Community School District August 2005 - September 2008
2004 to 2005 Navteq January 2004 - June 2005
Scudder Investments January 1999 - January 2002
Sears, Roebuck and Co January 1995 - January 1999
Discover Card 1989 - 1993
Skills
SQL, Cisco Technologies, Testing, Databases, Leadership, Management, Access, Analysis, TCP/IP, Requirements Gathering, LAN-WAN, Cisco Networking, Routing Protocols, VLAN, LAN Switching
Education
Oakton Community College 2010 — 2010
Certification, Cisco CCNA
Southern Illinois University 2004 — 2005
Certificate, Workforce Education
Illinois State University 1983 — 1989
Master of Industrial Technology
Illinois State University
Master of Science, Industrial Technology Management
Technology Specialists Inc. June 2012 - Present
Nitel February 2012 - June 2012
UniformMarket LLC July 2009 - February 2012
Westmont Community School District August 2005 - September 2008
2004 to 2005 Navteq January 2004 - June 2005
Scudder Investments January 1999 - January 2002
Sears, Roebuck and Co January 1995 - January 1999
Discover Card 1989 - 1993
Skills
SQL, Cisco Technologies, Testing, Databases, Leadership, Management, Access, Analysis, TCP/IP, Requirements Gathering, LAN-WAN, Cisco Networking, Routing Protocols, VLAN, LAN Switching
Education
Oakton Community College 2010 — 2010
Certification, Cisco CCNA
Southern Illinois University 2004 — 2005
Certificate, Workforce Education
Illinois State University 1983 — 1989
Master of Industrial Technology
Illinois State University
Master of Science, Industrial Technology Management
Le's Carrington's Scudder Investments Experience September 1999 - January 2000
Job Vice President Internal Sales Manager at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
AIG March 2015 - Present
Altegris Investments September 2013 - November 2014
LPL Financial Services January 2010 - September 2013
LPL Financial August 2008 - December 2010
LPL Financial August 2007 - August 2008
LPL Financial August 2004 - August 2007
LPL Financial January 2000 - August 2004
Scudder Investments September 1999 - January 2000
Skills
Sales Management, Series 24, Series 7, Series 65, Asset Allocation, Investment Advisory, Variable Annuities, Securities, Fixed Annuities, Investments, ETFs, Salesforce.com, Series 3, Series 63, Mutual Funds, Management, Leadership, Coaching, Process Improvement, Customer Service, Sales, Relationship Management, Sales Strategy, Investment Products
Education
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Economics
San Diego State University-California State University
Bachelor's degree, Economics
Brad Wyatt's Scudder Investments Experience 1999 - 2004
Job Sr. VP at Columbia Management Distributors
Industry Financial Services
Experience
Columbia Management Distributors Senior Vice PresidentJenninson Dryden2004 - 2004
Scudder Investments 1999 - 2004
DWS 1993 - 2004
DWS Scudder Investments 1991 - 2004
Education
Northwestern University 1977 — 1978
Master's Degree, Journalism
University of Notre Dame 1971 — 1975
BS, Biology, Philosophy, American Studies
Columbia Management Distributors Senior Vice PresidentJenninson Dryden2004 - 2004
Scudder Investments 1999 - 2004
DWS 1993 - 2004
DWS Scudder Investments 1991 - 2004
Education
Northwestern University 1977 — 1978
Master's Degree, Journalism
University of Notre Dame 1971 — 1975
BS, Biology, Philosophy, American Studies
Sherri Comer, ICP's Scudder Investments Experience 1988 - 2002
Job Senior Business Analyst at DST Retirement Solutions
Industry Information Technology and Services
Experience
DST Retirement Solutions June 2015 - Present
Booz Allen Hamilton July 2014 - June 2015
DST Technologies January 2013 - July 2014
DST Systems October 2006 - January 2013
DST Systems 2004 - 2006
DWS Investments 2002 - 2004
Van Kampen Investments 1996 - 2002
Scudder Investments 1988 - 2002
DST Systems 1985 - 1988
Skills
Fileaid, JCL, CICS, DB2, TSO, Mainframe, SPUFI, SQL, Balsamiq, Microsoft Project, Microsoft Office, Open Workbench, Clarity, Document Lifecycle..., Project Management, Microsoft Visio, Metastorm ProVision, AWD, Atlassian JIRA, Agile Methodologies, Agile Project Management, Agile Testing, Software Project..., Visio, Testing, Wireframes, User Acceptance Testing, SharePoint, Software Documentation, Business Analysis, Analysis, MS Project, Requirements Gathering, Systems Analysis, Disaster Recovery, Lotus Notes, Business Requirements, Metastorm, Requirements Analysis, Business Process, Database Design, IBM Mainframe, Technical Support, Databases, Workflow, Process Improvement, SDLC, Software Development
Education
Park University 2012 — 2017
Bachelors of Science, Business Administration and Management, General, 3.5
Maple Woods Community College
Associate of Arts (AA), General Studies
DST Retirement Solutions June 2015 - Present
Booz Allen Hamilton July 2014 - June 2015
DST Technologies January 2013 - July 2014
DST Systems October 2006 - January 2013
DST Systems 2004 - 2006
DWS Investments 2002 - 2004
Van Kampen Investments 1996 - 2002
Scudder Investments 1988 - 2002
DST Systems 1985 - 1988
Skills
Fileaid, JCL, CICS, DB2, TSO, Mainframe, SPUFI, SQL, Balsamiq, Microsoft Project, Microsoft Office, Open Workbench, Clarity, Document Lifecycle..., Project Management, Microsoft Visio, Metastorm ProVision, AWD, Atlassian JIRA, Agile Methodologies, Agile Project Management, Agile Testing, Software Project..., Visio, Testing, Wireframes, User Acceptance Testing, SharePoint, Software Documentation, Business Analysis, Analysis, MS Project, Requirements Gathering, Systems Analysis, Disaster Recovery, Lotus Notes, Business Requirements, Metastorm, Requirements Analysis, Business Process, Database Design, IBM Mainframe, Technical Support, Databases, Workflow, Process Improvement, SDLC, Software Development
Education
Park University 2012 — 2017
Bachelors of Science, Business Administration and Management, General, 3.5
Maple Woods Community College
Associate of Arts (AA), General Studies
G. Diann Petrino's Scudder Investments Experience 1983 - 2000
Job Managing Director, Division Philanthropic Executive
Industry Financial Services
Experience
U. S. Trust Bank of America Private Wealth Management June 2012 - Present
Bank of America April 2006 - June 2012
US Trust 2003 - 2006
Deutsche Asset Management 2002 - 2002
Zurich Scudder Investments 2000 - 2002
Scudder Kemper/Zurich Scudder Investments/Deutsche Asset Management 2000 - 2002
Scudder Investments 1983 - 2000
Chemical Bank 1980 - 1983
Skills
Alternative Investments, Asset Managment, Relationship Management, Investments, Asset Management, Portfolio Management, Risk Management, New Business Development, Securities, Fixed Income, Equities, Asset Allocation
Education
New York University 1979 — 1981
MBA, Finance
Mount Holyoke College 1973 — 1977
AB, Biochemistry
U. S. Trust Bank of America Private Wealth Management June 2012 - Present
Bank of America April 2006 - June 2012
US Trust 2003 - 2006
Deutsche Asset Management 2002 - 2002
Zurich Scudder Investments 2000 - 2002
Scudder Kemper/Zurich Scudder Investments/Deutsche Asset Management 2000 - 2002
Scudder Investments 1983 - 2000
Chemical Bank 1980 - 1983
Skills
Alternative Investments, Asset Managment, Relationship Management, Investments, Asset Management, Portfolio Management, Risk Management, New Business Development, Securities, Fixed Income, Equities, Asset Allocation
Education
New York University 1979 — 1981
MBA, Finance
Mount Holyoke College 1973 — 1977
AB, Biochemistry
James Patrick Nugent's Scudder Investments Experience 1999 - 2003
Job Operations and Client Services Finance Executive
Industry Financial Services
Experience
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
Daniel Barry's Scudder Investments Experience 2000 - 2000
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
BISYS Hedge Fund Services, Inc. 2004 - 2006
Baring Asset Management 2000 - 2004
US Air Force 1990 - 2002
Scudder Investments 2000 - 2000
Skills
Hedge Funds, Asset Management, Asset Managment, Global Asset Management, UCITS, Compliance, Investment Management, Institutional...
Education
Suffolk University Law School 1996 — 1999
JD, cum laude, Law
Regis University 1991 — 1993
MBA, Finance & Accounting
University of Massachusetts, Amherst 1987 — 1990
BA, Political Science
Fidelity Investments January 2007 - Present
BISYS Hedge Fund Services, Inc. 2004 - 2006
Baring Asset Management 2000 - 2004
US Air Force 1990 - 2002
Scudder Investments 2000 - 2000
Skills
Hedge Funds, Asset Management, Asset Managment, Global Asset Management, UCITS, Compliance, Investment Management, Institutional...
Education
Suffolk University Law School 1996 — 1999
JD, cum laude, Law
Regis University 1991 — 1993
MBA, Finance & Accounting
University of Massachusetts, Amherst 1987 — 1990
BA, Political Science
David Chiaramonte's Scudder Investments Experience 2000 - 2005
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 2012 - Present
JPMorgan Chase May 2005 - July 2012
Scudder Investments 2000 - 2005
Skills
Vendor Management, Business Analysis, SDLC, Risk Management, Banking, Derivatives, Enterprise Architecture, SOA, Capital Markets, Agile Methodologies, Program Management, Strategic Planning, Portfolio Management, Management, Financial Services, Software Development, Asset Managment, IT Strategy, Leadership, Mutual Funds, Software Project..., Fixed Income, Project Management, Unix, SQL, Disaster Recovery
Education
Northern Illinois University 1985 — 1989
Bachelor's degree, Computer Science
Northern Trust August 2012 - Present
JPMorgan Chase May 2005 - July 2012
Scudder Investments 2000 - 2005
Skills
Vendor Management, Business Analysis, SDLC, Risk Management, Banking, Derivatives, Enterprise Architecture, SOA, Capital Markets, Agile Methodologies, Program Management, Strategic Planning, Portfolio Management, Management, Financial Services, Software Development, Asset Managment, IT Strategy, Leadership, Mutual Funds, Software Project..., Fixed Income, Project Management, Unix, SQL, Disaster Recovery
Education
Northern Illinois University 1985 — 1989
Bachelor's degree, Computer Science
Michael Baney's Scudder Investments Experience November 1997 - September 2003
Job District Director, Allianz Life Financial Services
Industry Financial Services
Experience
Allianz Life Financial Services 2006 - Present
Janus Capital Group October 2003 - November 2006
Scudder Investments November 1997 - September 2003
DWS Investments-Deutsche Bank 1997 - 2003
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Series 7, Variable Annuities, Separately Managed..., Retirement Planning, Series 65, Retirement, Series 24, 401k, Asset Allocation, ETFs, Alternative Investments, Investments, Securities, FINRA, Wealth Management, Investment Advisory
Education
New York Institute of Technology
BA, Finance, Biology, Humanities
Allianz Life Financial Services 2006 - Present
Janus Capital Group October 2003 - November 2006
Scudder Investments November 1997 - September 2003
DWS Investments-Deutsche Bank 1997 - 2003
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Series 7, Variable Annuities, Separately Managed..., Retirement Planning, Series 65, Retirement, Series 24, 401k, Asset Allocation, ETFs, Alternative Investments, Investments, Securities, FINRA, Wealth Management, Investment Advisory
Education
New York Institute of Technology
BA, Finance, Biology, Humanities
Jill Homburg Bolen's Scudder Investments Experience 1990 - 1997
Job Senior Director, Project Management at Interactive Data
Industry Financial Services
Experience
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Elise Devon's Scudder Investments Experience 1996 - 1997
Job Relationship Manager looking for New Opportunities
Industry Financial Services
Experience
Benefit Strategies, LLC May 2007 - September 2008
Great-West November 2004 - November 2005
Buck Consultants November 2000 - April 2004
Great-West Life & Annuity 1998 - 2000
Merrill Lynch 1997 - 1998
Scudder Investments 1996 - 1997
Education
Plymouth State University 1991 — 1995
BS, Business
HDHS
Benefit Strategies, LLC May 2007 - September 2008
Great-West November 2004 - November 2005
Buck Consultants November 2000 - April 2004
Great-West Life & Annuity 1998 - 2000
Merrill Lynch 1997 - 1998
Scudder Investments 1996 - 1997
Education
Plymouth State University 1991 — 1995
BS, Business
HDHS
Jay Lyons's Scudder Investments Experience 1997 - 2004
Job Director of Portfolio Construction/Implementation
Industry Investment Management
Experience
GMO January 2014 - Present
GMO February 2009 - January 2014
GMO October 2004 - February 2009
Scudder Investments 1997 - 2004
Boston Company 1990 - 1996
Skills
Equities, Trading Systems, Securities, Trading, Mutual Funds, Portfolio Management, Fixed Income, Fund Accounting, Alternative Investments, Investment Strategies, Asset Management, Investments, Derivatives, Bloomberg, Financial Analysis, Investment Management, Emerging Markets, Asset Allocation, Hedge Funds, Financial Services, Management
Education
Merrimack College 1985 — 1989
BS, Business Administration
GMO January 2014 - Present
GMO February 2009 - January 2014
GMO October 2004 - February 2009
Scudder Investments 1997 - 2004
Boston Company 1990 - 1996
Skills
Equities, Trading Systems, Securities, Trading, Mutual Funds, Portfolio Management, Fixed Income, Fund Accounting, Alternative Investments, Investment Strategies, Asset Management, Investments, Derivatives, Bloomberg, Financial Analysis, Investment Management, Emerging Markets, Asset Allocation, Hedge Funds, Financial Services, Management
Education
Merrimack College 1985 — 1989
BS, Business Administration
Galen Potts's Scudder Investments Experience 1996 - 2002
Job Human Resources Manager, Corporate Legal at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance July 2009 - Present
State Street Global Advisors June 2006 - February 2009
Deutsche Bank 2002 - 2006
Scudder Investments 1996 - 2002
Zurich Scudder Investments 1996 - 2002
Education
Providence College 1992 — 1996
BA, Social Science
Liberty Mutual Insurance July 2009 - Present
State Street Global Advisors June 2006 - February 2009
Deutsche Bank 2002 - 2006
Scudder Investments 1996 - 2002
Zurich Scudder Investments 1996 - 2002
Education
Providence College 1992 — 1996
BA, Social Science
David Reilly, CFA's Scudder Investments Experience 1984 - 1991
Job Institutional Portfolio Manager Strategic Advisors at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Fidelity Investments May 2012 - Present
Decision Critical Resources, Inc. April 2009 - May 2012
Rydex Investments December 2004 - January 2009
LPL November 2002 - November 2004
State Street Research April 2001 - September 2002
Prudential Investments 1997 - 2001
Eaton Vance Management 1991 - 1996
Scudder Investments 1984 - 1991
Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership
Education
Skidmore College 1978 — 1980
BA, Political Science
Skidmore College
BA, Government
Andrew Gunning's Scudder Investments Experience 1993 - 1997
Job Manager, Key Accounts & National Sales Desk Retirement Solutions at Guardian Life
Industry Financial Services
Experience
Guardian Life November 2013 - Present
Guardian Life October 2010 - November 2013
Third Party Administrators, Inc. March 2009 - September 2010
The Hartford Retirement Plans group July 2006 - March 2009
John Hancock Retirement Plan Services September 1997 - July 2006
Scudder Investments 1993 - 1997
Skills
Series 6, 401k, Series 63, Retirement, Pensions, Investments, Relationship Management, ETFs, Sales, Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning
Education
Saint Anselm College 1989 — 1992
Bachelor of Arts, Business
Guardian Life November 2013 - Present
Guardian Life October 2010 - November 2013
Third Party Administrators, Inc. March 2009 - September 2010
The Hartford Retirement Plans group July 2006 - March 2009
John Hancock Retirement Plan Services September 1997 - July 2006
Scudder Investments 1993 - 1997
Skills
Series 6, 401k, Series 63, Retirement, Pensions, Investments, Relationship Management, ETFs, Sales, Defined Contribution, Qualified Retirement..., Mutual Funds, Defined Benefit, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning
Education
Saint Anselm College 1989 — 1992
Bachelor of Arts, Business
Cindy Gorman's Scudder Investments Experience January 1991 - July 2004
Job Owner at Mystic Sports Pub
Industry Restaurants
Experience
Mystic Sports Pub January 2005 - Present
Scudder Investments January 1991 - July 2004
Deutsche Asset Management, Scudder Investments, Chicago, IL 2002 - 2004
Education
Saint Xavier University 1984 — 1988
Bachelors, Management and Finance
Mystic Sports Pub January 2005 - Present
Scudder Investments January 1991 - July 2004
Deutsche Asset Management, Scudder Investments, Chicago, IL 2002 - 2004
Education
Saint Xavier University 1984 — 1988
Bachelors, Management and Finance
Raymond DeGrazia's Scudder Investments Experience 1997 - 1998
Job Regional Sales Manager Upper Midwest at Imaging Sciences International, Inc.
Industry Medical Devices
Experience
Imaging Sciences International, Inc. November 2012 - Present
PreXion, Inc October 2010 - November 2012
AMD Lasers, LLC April 2009 - October 2010
DeGrazia Development 2006 - 2009
Alliance Bernstien 2005 - 2006
DWS Investments 1998 - 2005
Scudder Investments 1997 - 1998
Scudder Investments 1995 - 1997
Skills
Dental, Sales, Sales Management, Direct Sales, Capital Equipment, Dental Equipment, Digital Imaging
Education
Northern Illinois University 1991 — 1995
Bachelor of Science, Finance
Imaging Sciences International, Inc. November 2012 - Present
PreXion, Inc October 2010 - November 2012
AMD Lasers, LLC April 2009 - October 2010
DeGrazia Development 2006 - 2009
Alliance Bernstien 2005 - 2006
DWS Investments 1998 - 2005
Scudder Investments 1997 - 1998
Scudder Investments 1995 - 1997
Skills
Dental, Sales, Sales Management, Direct Sales, Capital Equipment, Dental Equipment, Digital Imaging
Education
Northern Illinois University 1991 — 1995
Bachelor of Science, Finance
Stacey Laxton's Scudder Investments Experience 2002 - 2003
Job Communications Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
DWS Investments November 2010 - February 2014
DWS Investments 2007 - 2008
John Hancock 2003 - 2007
Scudder Investments 2002 - 2003
Hill Holliday Advertising 2001 - 2001
Mellon Financial 1999 - 2001
Skills
Series 6, Series 63, Mutual Funds, Marketing Communications, Series 7, 401k, Project Management
Education
Everett High School
Northeastern University
Bachelors, Business Administration and Management, General
MassMutual Financial Group January 2014 - Present
DWS Investments November 2010 - February 2014
DWS Investments 2007 - 2008
John Hancock 2003 - 2007
Scudder Investments 2002 - 2003
Hill Holliday Advertising 2001 - 2001
Mellon Financial 1999 - 2001
Skills
Series 6, Series 63, Mutual Funds, Marketing Communications, Series 7, 401k, Project Management
Education
Everett High School
Northeastern University
Bachelors, Business Administration and Management, General
Richard Micheil's Scudder Investments Experience July 1998 - June 2001
Job ASR Manger at Emdat, Inc. Now part of Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications May 2014 - Present
Emdat, Inc. January 2009 - May 2014
Emdat, Inc. February 2008 - January 2009
Emdat, Inc. January 2008 - October 2008
Emdat, Inc. July 2001 - January 2005
Scudder Investments July 1998 - June 2001
Skills
Quality Assurance, Agile Methodologies, Software Development, Visio, Healthcare, Strategic Planning
Education
Northern Illinois University 1996 — 1998
BS, Computer Science
Nuance Communications May 2014 - Present
Emdat, Inc. January 2009 - May 2014
Emdat, Inc. February 2008 - January 2009
Emdat, Inc. January 2008 - October 2008
Emdat, Inc. July 2001 - January 2005
Scudder Investments July 1998 - June 2001
Skills
Quality Assurance, Agile Methodologies, Software Development, Visio, Healthcare, Strategic Planning
Education
Northern Illinois University 1996 — 1998
BS, Computer Science
Bradley Dawson's Scudder Investments Experience 1999 - 2000
Job Vice President, Marketing and Product Development at Driehaus Capital Management
Industry Financial Services
Experience
Driehaus Capital Management August 2012 - Present
Calamos Investments October 2008 - August 2012
UBS Global Asset Management 2003 - 2008
Driehaus Capital Management 2000 - 2003
Scudder Investments 1999 - 2000
Skills
Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Fixed Income, Investment Management, Investment Strategies, Asset Management, Competitive Analysis, Financial Services, Hedge Funds, Securities, Asset Allocation, Portfolio Management, Series 7, Series 63, Marketing, Bloomberg, Wealth Management, Capital Markets, Derivatives, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance & Marketing
Driehaus Capital Management August 2012 - Present
Calamos Investments October 2008 - August 2012
UBS Global Asset Management 2003 - 2008
Driehaus Capital Management 2000 - 2003
Scudder Investments 1999 - 2000
Skills
Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Fixed Income, Investment Management, Investment Strategies, Asset Management, Competitive Analysis, Financial Services, Hedge Funds, Securities, Asset Allocation, Portfolio Management, Series 7, Series 63, Marketing, Bloomberg, Wealth Management, Capital Markets, Derivatives, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance & Marketing
Michelle Geloran's Scudder Investments Experience 1994 - 1996
Job Education Rep. at EOS CCA
Industry Marketing and Advertising
Experience
EOS CCA April 2013 - Present
ECS/Bank of America July 2010 - February 2012
Columbia Management 2008 - 2010
Vantage Deluxe World Travel 2006 - 2007
Scudder Investments 1994 - 1996
Harte-Hanks, Inc. 1989 - 1996
Tech Mar 1993 - 1995
Skills
Microsoft Office, AS400, Fulfillment Operations, Database Management, Inventory Management, Financial Management, Legal Print Producton, Customer Service, Postal Regulations, Invoice Processing, Premiums, IBM iSeries, Fulfillment Services, Database Admin, Insurance, Managerial Finance, Direct Mail, Direct Marketing, CRM, Sales, Marketing, Email Marketing, Salesforce.com, Database Marketing, Lead Generation, E-commerce, Vendor Management, Call Centers, Process Improvement, Integrated Marketing, Marketing Communications, Advertising, Cold Calling, Account Management, Analytics, B2B, Management, Marketing Strategy, Social Media Marketing, Time Management
Education
Middlesex Community College 1973 — 1975
Assoc., Liberal Arts
Wayland High School 1969 — 1973
Liberal Arts
EOS CCA April 2013 - Present
ECS/Bank of America July 2010 - February 2012
Columbia Management 2008 - 2010
Vantage Deluxe World Travel 2006 - 2007
Scudder Investments 1994 - 1996
Harte-Hanks, Inc. 1989 - 1996
Tech Mar 1993 - 1995
Skills
Microsoft Office, AS400, Fulfillment Operations, Database Management, Inventory Management, Financial Management, Legal Print Producton, Customer Service, Postal Regulations, Invoice Processing, Premiums, IBM iSeries, Fulfillment Services, Database Admin, Insurance, Managerial Finance, Direct Mail, Direct Marketing, CRM, Sales, Marketing, Email Marketing, Salesforce.com, Database Marketing, Lead Generation, E-commerce, Vendor Management, Call Centers, Process Improvement, Integrated Marketing, Marketing Communications, Advertising, Cold Calling, Account Management, Analytics, B2B, Management, Marketing Strategy, Social Media Marketing, Time Management
Education
Middlesex Community College 1973 — 1975
Assoc., Liberal Arts
Wayland High School 1969 — 1973
Liberal Arts
Diane Hallett's Scudder Investments Experience 1992 - 2000
Job AVP, RFP Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
Eaton Vance October 2010 - August 2012
OFI Institutional Asset Management 2006 - 2010
John Hancock Advisers 2000 - 2006
Scudder Investments 1992 - 2000
Skills
Investments, Project Management, Fixed Income, Research, Bloomberg, Financial Analysis, Asset Management, Series 7, Mutual Funds, Hedge Funds, Investment Strategies, Marketing, Relationship Management, Public Speaking, Series 63, Asset Allocation, Financial Services, Alternative Investments, Equities, Portfolio Management, Investment Management
Education
Saint Michael's College 1984 — 1988
BA, Journalism
Eaton Vance August 2012 - Present
Eaton Vance October 2010 - August 2012
OFI Institutional Asset Management 2006 - 2010
John Hancock Advisers 2000 - 2006
Scudder Investments 1992 - 2000
Skills
Investments, Project Management, Fixed Income, Research, Bloomberg, Financial Analysis, Asset Management, Series 7, Mutual Funds, Hedge Funds, Investment Strategies, Marketing, Relationship Management, Public Speaking, Series 63, Asset Allocation, Financial Services, Alternative Investments, Equities, Portfolio Management, Investment Management
Education
Saint Michael's College 1984 — 1988
BA, Journalism
Deborah Connell's Scudder Investments Experience 1992 - 1999
Job Account Manager at L.W. Robbins Associates
Industry Marketing and Advertising
Experience
L.W. Robbins Associates April 2006 - Present
VTS 2004 - 2006
Staples 2002 - 2004
Saga Holidays September 1999 - March 2002
Scudder Investments 1992 - 1999
Skills
Fundraising, Marketing Communications, Non-profits, Marketing Strategy, Database Marketing, Direct Marketing, Corporate Communications, Nonprofits, Direct Mail, Account Management, Copywriting, CRM, Advertising, Marketing, Integrated Marketing
Education
Rhode Island School of Design 1982 — 1984
Advertising Design/Copy Major
University of Rhode Island 1978 — 1982
BA, English/Journalism
L.W. Robbins Associates April 2006 - Present
VTS 2004 - 2006
Staples 2002 - 2004
Saga Holidays September 1999 - March 2002
Scudder Investments 1992 - 1999
Skills
Fundraising, Marketing Communications, Non-profits, Marketing Strategy, Database Marketing, Direct Marketing, Corporate Communications, Nonprofits, Direct Mail, Account Management, Copywriting, CRM, Advertising, Marketing, Integrated Marketing
Education
Rhode Island School of Design 1982 — 1984
Advertising Design/Copy Major
University of Rhode Island 1978 — 1982
BA, English/Journalism
Parinaz Pahlavi's Scudder Investments Experience June 1992 - June 1995
Job Teacher at Greenwich Academy
Industry Primary/Secondary Education
Experience
Greenwich Academy July 2003 - Present
Prudential Equity Group, LLP 1999 - 2002
Bear Stearns January 1997 - November 1999
Scudder Investments June 1992 - June 1995
Skills
Financial Modeling, Research, Equities, Valuation, Asset Managment, Equity Research, Capital Markets, Portfolio Management, Bloomberg, Financial Analysis, Teaching, Report Writing
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Accounting
Mount Holyoke College 1988 — 1992
BA, Economics, International Relations
Greenwich Academy July 2003 - Present
Prudential Equity Group, LLP 1999 - 2002
Bear Stearns January 1997 - November 1999
Scudder Investments June 1992 - June 1995
Skills
Financial Modeling, Research, Equities, Valuation, Asset Managment, Equity Research, Capital Markets, Portfolio Management, Bloomberg, Financial Analysis, Teaching, Report Writing
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Accounting
Mount Holyoke College 1988 — 1992
BA, Economics, International Relations
Corina Greiner's Scudder Investments Experience January 1996 - December 2001
Job Programmer Analyst at Indiana University
Industry Higher Education
Experience
Indiana University January 2012 - Present
ExpertPlan January 2010 - December 2011
ExpertPlan June 2009 - December 2009
ADP May 2003 - June 2009
DWS Investments Deutsche Bank Group January 2002 - May 2003
Scudder Investments January 1996 - December 2001
Kemper Funds January 1994 - December 1995
Skills
DB2, SDLC, SQL, Management, Testing, Data Warehousing, Quality Assurance
Education
Northwest Missouri State University
Bachelors of Science, Management and Data Processing
Indiana University January 2012 - Present
ExpertPlan January 2010 - December 2011
ExpertPlan June 2009 - December 2009
ADP May 2003 - June 2009
DWS Investments Deutsche Bank Group January 2002 - May 2003
Scudder Investments January 1996 - December 2001
Kemper Funds January 1994 - December 1995
Skills
DB2, SDLC, SQL, Management, Testing, Data Warehousing, Quality Assurance
Education
Northwest Missouri State University
Bachelors of Science, Management and Data Processing
Marikay Dwyer's Scudder Investments Experience March 1995 - August 2000
Job Staffing Consultant at Workforce Strategies Inc. WSI
Industry Public Policy
Experience
Workforce Strategies Inc. - WSI April 2015 - Present
DA Marketing September 2013 - April 2015
Kaiser Permanente April 2013 - September 2013
DA Marketing November 2011 - April 2013
Investment Brokerage September 2006 - August 2010
San Diego Unified School District May 2002 - September 2006
The I AM Foundation March 2001 - April 2002
Scudder Investments March 1995 - August 2000
Skills
Public Speaking, Coaching, Training, Leadership, Collaborative Problem..., Curriculum Design, Onboarding
Education
UCSD Extension 2011 — 2012
Certificate, Urban Planning
National University 2004 — 2005
Bachelor of Arts, Global Studies
Workforce Strategies Inc. - WSI April 2015 - Present
DA Marketing September 2013 - April 2015
Kaiser Permanente April 2013 - September 2013
DA Marketing November 2011 - April 2013
Investment Brokerage September 2006 - August 2010
San Diego Unified School District May 2002 - September 2006
The I AM Foundation March 2001 - April 2002
Scudder Investments March 1995 - August 2000
Skills
Public Speaking, Coaching, Training, Leadership, Collaborative Problem..., Curriculum Design, Onboarding
Education
UCSD Extension 2011 — 2012
Certificate, Urban Planning
National University 2004 — 2005
Bachelor of Arts, Global Studies
Sandra Spendlove's Scudder Investments Experience June 1996 - October 1999
Job Senior Learning Development Manager at Pacific Marine Credit Union
Industry Banking
Experience
Pacific Marine Credit Union January 2009 - Present
Scudder Weisel Capital October 2000 - April 2001
Scudder Investments June 1996 - October 1999
California Casualty Management Company November 1989 - June 1996
Skills
Leadership Development, Insurance, Training, Organizational..., Leadership, Team Building, Management, Coaching, Change Management
Education
San Diego State University-California State University
Pacific Marine Credit Union January 2009 - Present
Scudder Weisel Capital October 2000 - April 2001
Scudder Investments June 1996 - October 1999
California Casualty Management Company November 1989 - June 1996
Skills
Leadership Development, Insurance, Training, Organizational..., Leadership, Team Building, Management, Coaching, Change Management
Education
San Diego State University-California State University
dawnie desmarais's Scudder Investments Experience October 1996 - April 2000
Job Proprietor at Reach The Top Tutoring
Industry Education Management
Experience
reach the top tutoring September 2001 - Present
Reach The Top Tutoring August 1999 - Present
Scudder Investments October 1996 - April 2000
Fleet Bank June 1991 - June 1995
Skills
Social Media, Social Media Marketing, Business Strategy, Strategic Planning
Education
Providence College 1987 — 1991
BS, Marketing/Business
Rogers High School 1984 — 1987
Diploma
reach the top tutoring September 2001 - Present
Reach The Top Tutoring August 1999 - Present
Scudder Investments October 1996 - April 2000
Fleet Bank June 1991 - June 1995
Skills
Social Media, Social Media Marketing, Business Strategy, Strategic Planning
Education
Providence College 1987 — 1991
BS, Marketing/Business
Rogers High School 1984 — 1987
Diploma
Arthur Evans's Scudder Investments Experience 1999 - 2000
Job Account Manager at Terminix
Industry Consumer Services
Experience
Terminix 2005 - Present
Terminix 2004 - 2005
Fleet Bank 2002 - 2004
Modis 2000 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1994 - 1999
Skills
Relationship Management, Customer Satisfaction, Vendor Management, Process Improvement, Account Management, Customer Service, Sales, Team Building, Leadership, Project Management, Operations Management, Team Leadership, Training, Key Account Management, Territory Management, Troubleshooting, Pipeline Development, Product Demonstration, Quality Management
Education
Northeastern University
Certificate, Real Estate Inspections
University of Massachusetts, Amherst
Bachelor of Arts, Economics, Sociology
Terminix 2005 - Present
Terminix 2004 - 2005
Fleet Bank 2002 - 2004
Modis 2000 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1994 - 1999
Skills
Relationship Management, Customer Satisfaction, Vendor Management, Process Improvement, Account Management, Customer Service, Sales, Team Building, Leadership, Project Management, Operations Management, Team Leadership, Training, Key Account Management, Territory Management, Troubleshooting, Pipeline Development, Product Demonstration, Quality Management
Education
Northeastern University
Certificate, Real Estate Inspections
University of Massachusetts, Amherst
Bachelor of Arts, Economics, Sociology
Kathryn Weismantel's Scudder Investments Experience 1995 - 1999
Job Director of Marketing, Health & Life Sciences at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman January 2015 - Present
Oliver Wyman 2009 - 2014
ChapterHouse, LLC 2002 - 2009
A.T. Kearney 1999 - 2001
Scudder Investments 1995 - 1999
SEI 1993 - 1995
Skills
Competitive Analysis, Segmentation, Marketing Strategy, Management Consulting, Strategy, Business Strategy, Strategic Planning, Business Planning, Market Entry, Market Research, New Business Development, Project Management, Customer Insight, Product Development, Marketing Research, Analytics, Marketing, Market Analysis, Healthcare, Leadership
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing and Management
University of Notre Dame 1989 — 1993
BA, English and Economics, cum laude
Oliver Wyman January 2015 - Present
Oliver Wyman 2009 - 2014
ChapterHouse, LLC 2002 - 2009
A.T. Kearney 1999 - 2001
Scudder Investments 1995 - 1999
SEI 1993 - 1995
Skills
Competitive Analysis, Segmentation, Marketing Strategy, Management Consulting, Strategy, Business Strategy, Strategic Planning, Business Planning, Market Entry, Market Research, New Business Development, Project Management, Customer Insight, Product Development, Marketing Research, Analytics, Marketing, Market Analysis, Healthcare, Leadership
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing and Management
University of Notre Dame 1989 — 1993
BA, English and Economics, cum laude
David Stephenson, CAIA, FCSI's Scudder Investments Experience September 1995 - April 1999
Job Vice President, Product, ishares at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
HSBC Global Asset Management (Canada) Ltd May 2007 - September 2012
ING Investment Management April 2001 - April 2007
AGF Management Limited May 1999 - April 2001
Scudder Investments September 1995 - April 1999
Skills
Wealth Management, Product Management, Portfolio Management, Strategic Financial..., Product Development, Financial Services, Financial Markets, Team Leadership, Derivatives, Mutual Funds, Investment Advisory, Strategic Planning, Asset Managment, Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Management, Hedge Funds, Project Management, Financial Analysis, Investment Strategies, Business Development, Risk Management, Relationship Management, Private Banking, Banking, Capital Markets, Valuation, Business Strategy, Business Analysis, Financial Modeling, Product Marketing, Retail Banking, ETFs
Education
Ryerson University 1990 — 1994
Bachelor of Commerce, business management
Birchmount
Birchmount
BlackRock September 2012 - Present
HSBC Global Asset Management (Canada) Ltd May 2007 - September 2012
ING Investment Management April 2001 - April 2007
AGF Management Limited May 1999 - April 2001
Scudder Investments September 1995 - April 1999
Skills
Wealth Management, Product Management, Portfolio Management, Strategic Financial..., Product Development, Financial Services, Financial Markets, Team Leadership, Derivatives, Mutual Funds, Investment Advisory, Strategic Planning, Asset Managment, Equities, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Management, Hedge Funds, Project Management, Financial Analysis, Investment Strategies, Business Development, Risk Management, Relationship Management, Private Banking, Banking, Capital Markets, Valuation, Business Strategy, Business Analysis, Financial Modeling, Product Marketing, Retail Banking, ETFs
Education
Ryerson University 1990 — 1994
Bachelor of Commerce, business management
Birchmount
Birchmount
Joel Leak's Scudder Investments Experience 1987 - 1999
Job Contact Center Analyst II at Wright Express
Industry Financial Services
Experience
WEX Inc. January 2005 - Present
LL Bean April 1999 - March 2004
Scudder Investments 1987 - 1999
Skills
Business Analysis, Vendor Management, Credit Cards, Risk Management, SDLC, Relationship Management, Business Development, Leadership, Call Centers, Strategic Planning
Education
Northeastern University 1981 — 1984
Bachelor's Degree, Mechanical Engineering
WEX Inc. January 2005 - Present
LL Bean April 1999 - March 2004
Scudder Investments 1987 - 1999
Skills
Business Analysis, Vendor Management, Credit Cards, Risk Management, SDLC, Relationship Management, Business Development, Leadership, Call Centers, Strategic Planning
Education
Northeastern University 1981 — 1984
Bachelor's Degree, Mechanical Engineering
Amy Gallego's Scudder Investments Experience 1996 - 1998
Job Private Client Analyst at Dunham & Associates
Industry Investment Management
Experience
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
Dunham & Associates July 2015 - Present
24 Hour Fitness 2003 - Present
Independent Financial Group LLC October 2012 - July 2015
Rinkey Investments September 2011 - September 2012
AMG Demolition 2009 - 2011
Silverline Construction 2003 - 2008
Nicholas - Applegate October 2000 - June 2003
Nicholas - Applegate September 1999 - October 2000
Scudder Investments 1996 - 1998
Skills
Financial Services, Mutual Funds, Series 7, Retirement Planning, Management, Strategic Planning, Public Speaking, Securities, Microsoft Excel, Microsoft Office, Equities, Leadership, Event Planning, Customer Service, Project Management, Training, Team Building
Education
San Diego State University-California State University
BA, Public Administration
Joseph Stowell's Scudder Investments Experience February 1994 - October 1995
Job Chief Compliance Officer at Oechsle International Advisors
Industry Financial Services
Experience
Oechsle International Advisors January 2001 - Present
Putnam Investments July 1996 - January 2001
State Street Bank October 1995 - June 1996
Scudder Investments February 1994 - October 1995
Education
Plymouth State University 1990 — 1993
BS, Accounting
Oechsle International Advisors January 2001 - Present
Putnam Investments July 1996 - January 2001
State Street Bank October 1995 - June 1996
Scudder Investments February 1994 - October 1995
Education
Plymouth State University 1990 — 1993
BS, Accounting
John Wesley, PHR's Scudder Investments Experience April 2000 - August 2001
Job Project Manager HR Technology and Outsourcing at Lockton Companies
Industry Insurance
Experience
Lockton Companies November 2014 - Present
Benefit Administration Systems, LLC August 2014 - November 2014
Ingalls Memorial Hospital December 2012 - March 2014
Unum Insurance US October 2008 - December 2012
Mass Mutual Financial Group Retirement Services Group September 2006 - August 2008
MetLife September 2001 - August 2006
Scudder Investments April 2000 - August 2001
Scudder Investments April 1997 - March 2000
Skills
Global Client Management, Retirement Planning, Mutual Funds, Defined Contribution, Profit Sharing, Employee Benefits, Defined Benefit, Retirement, Disability Insurance, Business Development, Sales, Management, Investments, Series 6, Deferred Compensation, 401k, Business Planning, Insurance, Series 63, Brokers, Start-ups, Sales Operations, Benefits Administration, ERISA, Health Insurance, Health Savings Accounts, Leadership, Life Insurance, Training
Education
National-Louis University 2006 — 2008
Master, Business Administration
University of Alabama 1990 — 1995
BS, Business Administration; Accounting
Lockton Companies November 2014 - Present
Benefit Administration Systems, LLC August 2014 - November 2014
Ingalls Memorial Hospital December 2012 - March 2014
Unum Insurance US October 2008 - December 2012
Mass Mutual Financial Group Retirement Services Group September 2006 - August 2008
MetLife September 2001 - August 2006
Scudder Investments April 2000 - August 2001
Scudder Investments April 1997 - March 2000
Skills
Global Client Management, Retirement Planning, Mutual Funds, Defined Contribution, Profit Sharing, Employee Benefits, Defined Benefit, Retirement, Disability Insurance, Business Development, Sales, Management, Investments, Series 6, Deferred Compensation, 401k, Business Planning, Insurance, Series 63, Brokers, Start-ups, Sales Operations, Benefits Administration, ERISA, Health Insurance, Health Savings Accounts, Leadership, Life Insurance, Training
Education
National-Louis University 2006 — 2008
Master, Business Administration
University of Alabama 1990 — 1995
BS, Business Administration; Accounting
Andrew Bloom's Scudder Investments Experience September 1997 - January 2000
Job Managing Partner at Lighthouse Partners, LLP
Industry Investment Banking
Experience
Lighthouse Partners, LLP October 2012 - Present
M&A Business Development March 2011 - September 2012
BBC Capital Advisors March 2009 - March 2011
Diamond Real Estate & Investments April 2005 - December 2008
JPM Chase April 2002 - April 2005
Alliance Capital Management January 2000 - March 2002
Scudder Investments September 1997 - January 2000
Skills
Finance, Investment Banking, Mergers, Risk Management, Venture Capital, Business Planning, Banking, Investments, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Asset Managment, Asset Management, Business Development
Education
Seattle University 1992 — 1994
BA, Business Finance
Lighthouse Partners, LLP October 2012 - Present
M&A Business Development March 2011 - September 2012
BBC Capital Advisors March 2009 - March 2011
Diamond Real Estate & Investments April 2005 - December 2008
JPM Chase April 2002 - April 2005
Alliance Capital Management January 2000 - March 2002
Scudder Investments September 1997 - January 2000
Skills
Finance, Investment Banking, Mergers, Risk Management, Venture Capital, Business Planning, Banking, Investments, Alternative Investments, Mergers & Acquisitions, Equities, Hedge Funds, Asset Managment, Asset Management, Business Development
Education
Seattle University 1992 — 1994
BA, Business Finance
Gail Sardano's Scudder Investments Experience 1992 - 2000
Job Dedicated business pro proven to streamline end to end operations driving quality, efficiency and bottom line savings.
Industry Marketing and Advertising
Experience
Blue Cross Blue Shield of Massachusetts June 2013 - Present
BT Conferencing October 2004 - September 2012
South Shore Women's Business Network 2000 - 2004
Scudder Investments 1992 - 2000
Procter & Gamble, former The Gillette Company 1979 - 1990
Skills
Telecommunications, Process Improvement, Lean Thinking, Fulfilment, User Experience, Customer Service, Cross-functional..., Data Management, Managed Services, Solution Selling, Unified Communications, Call Centers, Contract Negotiation, Product Management, Team Leadership, Integration, Marketing, Customer Experience, CRM, Time Management, Salesforce.com, Customer Satisfaction, Vendor Management, Cross-functional Team..., Management
Education
Northeastern University
Bachelor of Science (BS)
Blue Cross Blue Shield of Massachusetts June 2013 - Present
BT Conferencing October 2004 - September 2012
South Shore Women's Business Network 2000 - 2004
Scudder Investments 1992 - 2000
Procter & Gamble, former The Gillette Company 1979 - 1990
Skills
Telecommunications, Process Improvement, Lean Thinking, Fulfilment, User Experience, Customer Service, Cross-functional..., Data Management, Managed Services, Solution Selling, Unified Communications, Call Centers, Contract Negotiation, Product Management, Team Leadership, Integration, Marketing, Customer Experience, CRM, Time Management, Salesforce.com, Customer Satisfaction, Vendor Management, Cross-functional Team..., Management
Education
Northeastern University
Bachelor of Science (BS)
Christopher Nero's Scudder Investments Experience 1995 - 1997
Job Board of Directors Independent Director at Alpha Parity All Weather Fund
Industry Financial Services
Experience
Reality Shares ETF Trust January 2014 - Present
Alpha Parity All Weather Fund April 2013 - Present
True North Advisory Group February 2012 - Present
Deutsche Bank- Alternative Fund Services January 2008 - March 2011
Hedgeworks LLC January 2000 - January 2008
Bricoleur Capital Management January 1998 - January 2000
United Asset Management January 1997 - 1998
Scudder Investments 1995 - 1997
U.S. Securities & Exchange Commission (SEC) 1991 - 1995
Skills
Management, Equities, Business Strategy, Derivatives, Private Equity, Alternative Investments, Fixed Income, Hedge Funds
Education
Providence College 1985 — 1989
Bachelor of Science, Accounting and Finance
Reality Shares ETF Trust January 2014 - Present
Alpha Parity All Weather Fund April 2013 - Present
True North Advisory Group February 2012 - Present
Deutsche Bank- Alternative Fund Services January 2008 - March 2011
Hedgeworks LLC January 2000 - January 2008
Bricoleur Capital Management January 1998 - January 2000
United Asset Management January 1997 - 1998
Scudder Investments 1995 - 1997
U.S. Securities & Exchange Commission (SEC) 1991 - 1995
Skills
Management, Equities, Business Strategy, Derivatives, Private Equity, Alternative Investments, Fixed Income, Hedge Funds
Education
Providence College 1985 — 1989
Bachelor of Science, Accounting and Finance
Keith Kondrat's Scudder Investments Experience August 1997 - August 2002
Job Senior Manager, Quality Assurance Engineering Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Monster August 2013 - February 2015
Monster June 2008 - August 2013
Monster December 2005 - June 2008
Solutions 2000 December 2002 - December 2005
Scudder Investments August 1997 - August 2002
Geac Computers October 1994 - August 1997
IRI Software\Oracle April 1992 - October 1994
Wang Labs January 1989 - April 1992
Skills
Software Quality..., Agile Methodologies, SDLC, Quality Assurance, Scrum, SQL, XML, SaaS, Microsoft SQL Server, Software Project..., Quality Center, Test Cases, Test Automation, Test Planning, Testing, Regression Testing, HP Quality Center
Education
Hesser College
Computer Science
Fidelity Investments May 2015 - Present
Monster August 2013 - February 2015
Monster June 2008 - August 2013
Monster December 2005 - June 2008
Solutions 2000 December 2002 - December 2005
Scudder Investments August 1997 - August 2002
Geac Computers October 1994 - August 1997
IRI Software\Oracle April 1992 - October 1994
Wang Labs January 1989 - April 1992
Skills
Software Quality..., Agile Methodologies, SDLC, Quality Assurance, Scrum, SQL, XML, SaaS, Microsoft SQL Server, Software Project..., Quality Center, Test Cases, Test Automation, Test Planning, Testing, Regression Testing, HP Quality Center
Education
Hesser College
Computer Science
Steven J. Kelly, CFA's Scudder Investments Experience 1992 - 1995
Job Business Manager at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General