Scudder Investments
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Scudder Investments Employees
Employee
Years
Job
Industry
Jim Rittenhouse Jim Rittenhouse's Scudder Investments Experience March 2002 - September 2003
Job Product Manager
Industry Information Technology and Services
Experience
BuildCentral, Inc. May 2015 - Present
Requordit Inc. January 2015 - April 2015
BidClerk January 2010 - December 2014
BidClerk June 2006 - December 2009
BidClerk January 2004 - May 2006
BidClerk October 2003 - December 2003
Scudder Investments March 2002 - September 2003
First Twin Cities Mortgage June 2001 - February 2002
Skills
Research, Writing, Editing, Market Research, Negotiation, Product Management, Team Building, Project Management, Team Leadership, Marketing Communications, Proposal Writing, Program Management, New Business Development, Marketing, Management, Strategic Planning, Social Media
Education
University of Illinois at Chicago 2013 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations, Marketing
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts (B.A.), Economics
BuildCentral, Inc. May 2015 - Present
Requordit Inc. January 2015 - April 2015
BidClerk January 2010 - December 2014
BidClerk June 2006 - December 2009
BidClerk January 2004 - May 2006
BidClerk October 2003 - December 2003
Scudder Investments March 2002 - September 2003
First Twin Cities Mortgage June 2001 - February 2002
Skills
Research, Writing, Editing, Market Research, Negotiation, Product Management, Team Building, Project Management, Team Leadership, Marketing Communications, Proposal Writing, Program Management, New Business Development, Marketing, Management, Strategic Planning, Social Media
Education
University of Illinois at Chicago 2013 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations, Marketing
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts (B.A.), Economics
Allison Drewry Allison Drewry's Scudder Investments Experience 2000 - 2003
Job Realty Capital Securities, LLC
Industry Financial Services
Experience
Realty Capital Securities, LLC February 2015 - Present
John Hancock Financial Services 2005 - 2010
John Hancock Financial Services January 2007 - April 2009
John Hancock Financial Services October 2005 - January 2007
U.S. Bank 2004 - 2005
U.S. Bank May 2004 - August 2004
DiMeo Schneider & Associates 2003 - 2003
Scudder Investments 2000 - 2003
Scudder Investments October 2000 - August 2001
Scudder Investments March 2000 - October 2000
Skills
Operations Management, Global Leadership, Business Development, Financial Services, Wealth Management, Variable Annuities, Fixed Annuities, Mutual Funds, Relationship Management, Business Process..., Process Improvement, Call Centers, Risk Management, Public Speaking, Management, Strategy, Sales Operations, Account Management, New Business Development, Series 7, Series 63
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Communication Studies
Realty Capital Securities, LLC February 2015 - Present
John Hancock Financial Services 2005 - 2010
John Hancock Financial Services January 2007 - April 2009
John Hancock Financial Services October 2005 - January 2007
U.S. Bank 2004 - 2005
U.S. Bank May 2004 - August 2004
DiMeo Schneider & Associates 2003 - 2003
Scudder Investments 2000 - 2003
Scudder Investments October 2000 - August 2001
Scudder Investments March 2000 - October 2000
Skills
Operations Management, Global Leadership, Business Development, Financial Services, Wealth Management, Variable Annuities, Fixed Annuities, Mutual Funds, Relationship Management, Business Process..., Process Improvement, Call Centers, Risk Management, Public Speaking, Management, Strategy, Sales Operations, Account Management, New Business Development, Series 7, Series 63
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Communication Studies
Frank Sisto Frank Sisto's Scudder Investments Experience July 1998 - November 1999
Job Senior Solutions Architect at HEWLETT PACKARD
Industry Computer Software
Experience
HEWLETT PACKARD June 2014 - Present
TKT SOFTWARE SERVICES, INC. January 2009 - June 2014
Hewlett-Packard November 2006 - December 2008
Hewlett-Packard (formerly Mercury Interactive) June 2002 - October 2006
RadView Software 2000 - 2002
Scudder Investments July 1998 - November 1999
MASS FINANCIAL SERVICES July 1997 - December 1997
Fidelity Investments January 1997 - June 1997
CAPITAL MANAGEMENT SCIENCES February 1995 - November 1996
North American Industries May 1991 - December 1993
Skills
Quality Assurance, Integration, Requirements Analysis, Testing, CRM, Business Process, Training, Management, Software Development, Leadership, Enterprise Software, Technical Writing, QTP, Program Management, Project Management, SDLC, Customer Service, Performance Testing, Software Project..., Process Improvement, Quality Center, SQL, Vendor Management, Business Analysis, LoadRunner, Professional Services, Pre-sales, Visual Studio, TFS, Application Lifecycle..., Agile Methodologies, SaaS, Software Quality..., HP QTP, HP Quality Center
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Finance
University of Southern California
Masters, Business Administration
HEWLETT PACKARD June 2014 - Present
TKT SOFTWARE SERVICES, INC. January 2009 - June 2014
Hewlett-Packard November 2006 - December 2008
Hewlett-Packard (formerly Mercury Interactive) June 2002 - October 2006
RadView Software 2000 - 2002
Scudder Investments July 1998 - November 1999
MASS FINANCIAL SERVICES July 1997 - December 1997
Fidelity Investments January 1997 - June 1997
CAPITAL MANAGEMENT SCIENCES February 1995 - November 1996
North American Industries May 1991 - December 1993
Skills
Quality Assurance, Integration, Requirements Analysis, Testing, CRM, Business Process, Training, Management, Software Development, Leadership, Enterprise Software, Technical Writing, QTP, Program Management, Project Management, SDLC, Customer Service, Performance Testing, Software Project..., Process Improvement, Quality Center, SQL, Vendor Management, Business Analysis, LoadRunner, Professional Services, Pre-sales, Visual Studio, TFS, Application Lifecycle..., Agile Methodologies, SaaS, Software Quality..., HP QTP, HP Quality Center
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Finance
University of Southern California
Masters, Business Administration
John Potyraj John Potyraj's Scudder Investments Experience August 1993 - January 1998
Job Director of Marketing at Indemnity Insurance Corporation
Industry Insurance
Experience
Indemnity Insurance Corporation April 2010 - Present
SBLI of Massachusetts March 2003 - June 2009
Zurich Insurance Company Ltd. January 1998 - January 2003
Scudder Investments August 1993 - January 1998
T. Rowe Price May 1985 - August 1993
Skills
Professional Writing, Corporate Marketing, Corporate Branding, Sponsorship Management, Direct Marketing, Email Marketing, Direct Mail, Lead Generation, Integrated Marketing, Marketing Management, Marketing Communications, Online Marketing, Corporate Communications, Social Media Marketing, Digital Marketing, Marketing, Strategy, Marketing Strategy, Sales, Social Media
Education
University of Baltimore 1991 — 1993
Master of Arts (M.A.), Publications Management
Towson University
Bachelor of Science (B.S.), Communications and English
Indemnity Insurance Corporation April 2010 - Present
SBLI of Massachusetts March 2003 - June 2009
Zurich Insurance Company Ltd. January 1998 - January 2003
Scudder Investments August 1993 - January 1998
T. Rowe Price May 1985 - August 1993
Skills
Professional Writing, Corporate Marketing, Corporate Branding, Sponsorship Management, Direct Marketing, Email Marketing, Direct Mail, Lead Generation, Integrated Marketing, Marketing Management, Marketing Communications, Online Marketing, Corporate Communications, Social Media Marketing, Digital Marketing, Marketing, Strategy, Marketing Strategy, Sales, Social Media
Education
University of Baltimore 1991 — 1993
Master of Arts (M.A.), Publications Management
Towson University
Bachelor of Science (B.S.), Communications and English
Larry Teitelbaum Larry Teitelbaum's Scudder Investments Experience 1993 - 1996
Job EVP/Portfolio Manager at EPG
Industry Banking
Experience
EPG January 1998 - Present
Scudder Investments 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Portfolio Management, Asset Management, Investments, Bonds, Fixed Income, Equities, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Banking, Capital Markets
Education
Tufts University 1969 — 1973
BA, Mathematics
University of Colorado Boulder 1980 — 1981
Master of Business Administration (MBA), Finance
EPG January 1998 - Present
Scudder Investments 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Portfolio Management, Asset Management, Investments, Bonds, Fixed Income, Equities, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Banking, Capital Markets
Education
Tufts University 1969 — 1973
BA, Mathematics
University of Colorado Boulder 1980 — 1981
Master of Business Administration (MBA), Finance
Sarah Stec Sarah Stec's Scudder Investments Experience 2002 - 2003
Job Independent Design Professional
Industry Design
Experience
Lookingglass Theatre Company November 2014 - Present
Archetype Graphic Design February 1998 - Present
Scudder Investments 2002 - 2003
Leap Partnership 2000 - 2002
Smith Badofsky & Raffel 1997 - 1998
Skills
Graphic Design, Art Direction, Creative Direction, Adobe Creative Suite, Logo Design, Print Publication Design, Brochure Design, Annual Report Design, Corporate Identity, Illustration, Advertising, Brochures, Photography, Photoshop, Art, Catalogs, Concept Development, Layout, Branding & Identity, Typography, Illustrator, Visual Communication, Graphics, InDesign, Brand Development, Direct Mail, Posters
Education
The School of the Art Institute of Chicago 1993 — 1997
BFA, Visual Communications
Lookingglass Theatre Company November 2014 - Present
Archetype Graphic Design February 1998 - Present
Scudder Investments 2002 - 2003
Leap Partnership 2000 - 2002
Smith Badofsky & Raffel 1997 - 1998
Skills
Graphic Design, Art Direction, Creative Direction, Adobe Creative Suite, Logo Design, Print Publication Design, Brochure Design, Annual Report Design, Corporate Identity, Illustration, Advertising, Brochures, Photography, Photoshop, Art, Catalogs, Concept Development, Layout, Branding & Identity, Typography, Illustrator, Visual Communication, Graphics, InDesign, Brand Development, Direct Mail, Posters
Education
The School of the Art Institute of Chicago 1993 — 1997
BFA, Visual Communications
Patricia Ferris Patricia Ferris's Scudder Investments Experience January 1999 - July 2000
Job Senior Manager, Client Service and Marketing at Windhaven; Charles Schwab
Industry Financial Services
Experience
Windhaven; Charles Schwab January 2010 - Present
Westfield Capital Management July 2000 - July 2008
Scudder Investments January 1999 - July 2000
Skills
Investor Relations..., Client Services, Marketing Strategy, Marketing Communications, Operations Management, GIPS Compliance
Education
Suffolk University 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Massachusetts, Amherst 1993 — 1997
Bachelor's degree, Business/Managerial Economics
The Pingree School 1990 — 1993
High School
Windhaven; Charles Schwab January 2010 - Present
Westfield Capital Management July 2000 - July 2008
Scudder Investments January 1999 - July 2000
Skills
Investor Relations..., Client Services, Marketing Strategy, Marketing Communications, Operations Management, GIPS Compliance
Education
Suffolk University 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Massachusetts, Amherst 1993 — 1997
Bachelor's degree, Business/Managerial Economics
The Pingree School 1990 — 1993
High School
'Kristina Kunz's Scudder Investments Experience 1999 - 2000
Job Market Trainer at Aflac
Industry Insurance
Experience
Aflac July 2014 - Present
Aflac October 2006 - July 2014
Aflac 2004 - 2006
Grammie's Blankets & Quilts Inc. 2002 - 2004
VantagePoint Venture Partners 2000 - 2002
Scudder Investments 1999 - 2000
Halbert Hargrove 1997 - 1999
Comsul Ltd/ Superior Consultant Holdings 1993 - 1997
Skills
Customer Service, Disability Insurance, Cafeteria Plans, Event Planning, Accident, Insurance, Public Speaking, Flexible Spending..., Outlook, Critical Illness, Health Savings Accounts, Whole Life, Term Life Insurance, Employee Benefits, Health Insurance, Life Insurance, Group Insurance, Accident Insurance, Brokers, Voluntary Employee..., Health Care Reform, Claim, Benefits Administration, Open Enrollment, Group Medical, Employee Wellness, Sales Management, General Insurance, COBRA, Healthcare, Leadership, Cold Calling, Training, Team Building
Education
The American College 2012 — 2013
Currently Studying to Complete, Chartered Healthcare Consultant (ChHC)
The American College 2012 — 2013
Currently Studying to Complete, Registered Employee Benefits Consultant (REBC)
The American College 2011 — 2013
Certification Completed, Essentials of Healthcare Reform/ Healthcare Consultant
California State University-Long Beach 1996 — 1997
Coursework in Nursing, Nursing
California State Polytechnic University-Pomona 1994 — 1996
Coursework done in Biology Major, Political Science Minor, Biology Major, Political Science Minor
Flintridge Sacred Heart Academy 1990 — 1994
High School Graduate with Honors, College Prep
St Elizabeth of Hungry 1982 — 1990
Graduate, Elementary School
Aflac July 2014 - Present
Aflac October 2006 - July 2014
Aflac 2004 - 2006
Grammie's Blankets & Quilts Inc. 2002 - 2004
VantagePoint Venture Partners 2000 - 2002
Scudder Investments 1999 - 2000
Halbert Hargrove 1997 - 1999
Comsul Ltd/ Superior Consultant Holdings 1993 - 1997
Skills
Customer Service, Disability Insurance, Cafeteria Plans, Event Planning, Accident, Insurance, Public Speaking, Flexible Spending..., Outlook, Critical Illness, Health Savings Accounts, Whole Life, Term Life Insurance, Employee Benefits, Health Insurance, Life Insurance, Group Insurance, Accident Insurance, Brokers, Voluntary Employee..., Health Care Reform, Claim, Benefits Administration, Open Enrollment, Group Medical, Employee Wellness, Sales Management, General Insurance, COBRA, Healthcare, Leadership, Cold Calling, Training, Team Building
Education
The American College 2012 — 2013
Currently Studying to Complete, Chartered Healthcare Consultant (ChHC)
The American College 2012 — 2013
Currently Studying to Complete, Registered Employee Benefits Consultant (REBC)
The American College 2011 — 2013
Certification Completed, Essentials of Healthcare Reform/ Healthcare Consultant
California State University-Long Beach 1996 — 1997
Coursework in Nursing, Nursing
California State Polytechnic University-Pomona 1994 — 1996
Coursework done in Biology Major, Political Science Minor, Biology Major, Political Science Minor
Flintridge Sacred Heart Academy 1990 — 1994
High School Graduate with Honors, College Prep
St Elizabeth of Hungry 1982 — 1990
Graduate, Elementary School
Carla Dongo Carla Dongo's Scudder Investments Experience January 1999 - September 2000
Job Manager at Coldwell Banker First Quality
Industry Real Estate
Experience
Coldwell Banker First Quality January 2003 - Present
Boston Institutional Services September 2000 - December 2002
Scudder Investments January 1999 - September 2000
Westin Hotels & Resorts January 1998 - December 1998
Skills
Real Estate, First Time Home Buyers, Short Sales, Sellers, Relocation, Listings, Buyer Representation, REO, Single Family Homes, Foreclosures, New Home Sales, Real Property, Referrals, Townhomes, Investors
Education
University of Massachusetts Boston
Bachelor's degree
Coldwell Banker First Quality January 2003 - Present
Boston Institutional Services September 2000 - December 2002
Scudder Investments January 1999 - September 2000
Westin Hotels & Resorts January 1998 - December 1998
Skills
Real Estate, First Time Home Buyers, Short Sales, Sellers, Relocation, Listings, Buyer Representation, REO, Single Family Homes, Foreclosures, New Home Sales, Real Property, Referrals, Townhomes, Investors
Education
University of Massachusetts Boston
Bachelor's degree
Kristin Yanicelli Kristin Yanicelli's Scudder Investments Experience February 1999 - April 2000
Job Strategic Partnerships and Senior Talent Acquisition at Solana Recruitment Services
Industry Human Resources
Experience
Solana Recruitment Services January 2014 - Present
Krimson & Klover, LLC June 2003 - June 2008
Nuveen Investments April 2000 - July 2001
Scudder Investments February 1999 - April 2000
Skills
Recruiting, Strategic Sourcing, HR Consulting, Job Placements, Human Resources, Marketing Strategy, Trend Analysis, Trend Forecasting, Merchandising, Visual Merchandising, Fashion, Photo Shoots, Styling, Business Development, Marketing, Management, Strategic Partnerships, Strategy, Sales, Contract Negotiation, Strategic Planning
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Solana Recruitment Services January 2014 - Present
Krimson & Klover, LLC June 2003 - June 2008
Nuveen Investments April 2000 - July 2001
Scudder Investments February 1999 - April 2000
Skills
Recruiting, Strategic Sourcing, HR Consulting, Job Placements, Human Resources, Marketing Strategy, Trend Analysis, Trend Forecasting, Merchandising, Visual Merchandising, Fashion, Photo Shoots, Styling, Business Development, Marketing, Management, Strategic Partnerships, Strategy, Sales, Contract Negotiation, Strategic Planning
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Richard German Richard German's Scudder Investments Experience January 1996 - September 2002
Job Senior Software Development Professional
Industry Information Technology and Services
Experience
Newmarket International February 2014 - Present
Loomis, Sayles & Company June 2010 - February 2014
Fidelity Investments September 2002 - June 2010
Scudder Investments January 1996 - September 2002
Safesite Records Management January 1995 - January 1996
Scudder Investments January 1994 - January 1995
Raytheon January 1988 - January 1994
Cabletron Systems January 1986 - January 1988
Skills
C#, .NET Framework, SQL, Microsoft SQL Server, WCF, WPF, ASP.NET MVC, ASP.NET Web API, LINQ, Entity Framework, Oracle, PL/SQL, SSIS, JavaScript, jQuery, Relational Databases, Dimensional Modeling, Visual Studio
Education
Southern New Hampshire University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Newmarket International February 2014 - Present
Loomis, Sayles & Company June 2010 - February 2014
Fidelity Investments September 2002 - June 2010
Scudder Investments January 1996 - September 2002
Safesite Records Management January 1995 - January 1996
Scudder Investments January 1994 - January 1995
Raytheon January 1988 - January 1994
Cabletron Systems January 1986 - January 1988
Skills
C#, .NET Framework, SQL, Microsoft SQL Server, WCF, WPF, ASP.NET MVC, ASP.NET Web API, LINQ, Entity Framework, Oracle, PL/SQL, SSIS, JavaScript, jQuery, Relational Databases, Dimensional Modeling, Visual Studio
Education
Southern New Hampshire University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Jennifer (Steffek) Kourlesis Jennifer (Steffek) Kourlesis's Scudder Investments Experience August 2000 - 2001
Job Market Merchandise Manager / Visual Merchandising / Marketing
Industry Retail
Experience
Guess October 2009 - July 2014
Guess January 2006 - October 2009
GUESS?, Inc. May 2005 - January 2006
GUESS?, Inc. September 2004 - May 2005
GUESS?, Inc. November 2003 - September 2004
GUESS?, Inc. July 2003 - November 2003
GUESS?, Inc. November 2001 - July 2003
Scudder Investments August 2000 - 2001
Skills
Visual Merchandising, New Store Openings, Store Operations, Driving Results, Loss Prevention, Merchandising, Store Management, Retail, Window Displays, Retail Sales, Merchandise Planning, Fashion, Customer Service, Product Knowledge, Inventory Control, Clienteling, Trend Analysis, Apparel, Profit, Assortment, Sales, Trend Forecasting, New Store Development, District Management, Styling, Inventory Management, Management, Trend, Associate Development, POS, Shrinkage, Marketing, Training, Strategic Planning, People Development, Planograms, Microsoft Office, PowerPoint
Education
Southern Illinois University, Carbondale 1996 — 2000
Marketing, Marketing GPA 3.375
Guess October 2009 - July 2014
Guess January 2006 - October 2009
GUESS?, Inc. May 2005 - January 2006
GUESS?, Inc. September 2004 - May 2005
GUESS?, Inc. November 2003 - September 2004
GUESS?, Inc. July 2003 - November 2003
GUESS?, Inc. November 2001 - July 2003
Scudder Investments August 2000 - 2001
Skills
Visual Merchandising, New Store Openings, Store Operations, Driving Results, Loss Prevention, Merchandising, Store Management, Retail, Window Displays, Retail Sales, Merchandise Planning, Fashion, Customer Service, Product Knowledge, Inventory Control, Clienteling, Trend Analysis, Apparel, Profit, Assortment, Sales, Trend Forecasting, New Store Development, District Management, Styling, Inventory Management, Management, Trend, Associate Development, POS, Shrinkage, Marketing, Training, Strategic Planning, People Development, Planograms, Microsoft Office, PowerPoint
Education
Southern Illinois University, Carbondale 1996 — 2000
Marketing, Marketing GPA 3.375
Debra Hanson Debra Hanson's Scudder Investments Experience 1983 - 2000
Job Private Investor
Industry Financial Services
Experience
SVB Asset Management November 2004 - July 2012
Scudder Investments 1983 - 2000
Damascus Community School and All Saints Catholic School January 1982 - June 1983
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Equities, Valuation, Asset Management, Capital Markets, Financial Markets, Venture Capital, Bonds, Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Derivatives, Equity Valuation, Bloomberg, Securities, Investment Management, Financial Services, Due Diligence, Investment Strategies, Options
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA
University of Southern Mississippi
BS
Chofu High School, Tokyo, Japan
SVB Asset Management November 2004 - July 2012
Scudder Investments 1983 - 2000
Damascus Community School and All Saints Catholic School January 1982 - June 1983
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Equities, Valuation, Asset Management, Capital Markets, Financial Markets, Venture Capital, Bonds, Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Derivatives, Equity Valuation, Bloomberg, Securities, Investment Management, Financial Services, Due Diligence, Investment Strategies, Options
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA
University of Southern Mississippi
BS
Chofu High School, Tokyo, Japan
Robert Lynch Robert Lynch's Scudder Investments Experience 1992 - 1997
Job V.P. Client Service & Sales
Industry Financial Services
Experience
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Chris Muha Chris Muha's Scudder Investments Experience 1991 - 1995
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2014 - Present
ING July 2008 - September 2014
CitiStreet August 2000 - July 2008
CitiStreet November 1996 - September 2000
Putnam Investments August 1995 - November 1996
Scudder Investments 1991 - 1995
Skills
Series 6, Registered..., Six Sigma, Green Belt..., Series 6, Retirement, Project Management, Asset Allocation, Insurance, Defined Benefit, 401k, Retirement Planning, Fixed Annuities, Financial Services, Defined Contribution, Securities, Mutual Funds, Wealth Management, Investments
Education
University of Massachusetts Boston 1987 — 1991
BA
Voya Financial August 2014 - Present
ING July 2008 - September 2014
CitiStreet August 2000 - July 2008
CitiStreet November 1996 - September 2000
Putnam Investments August 1995 - November 1996
Scudder Investments 1991 - 1995
Skills
Series 6, Registered..., Six Sigma, Green Belt..., Series 6, Retirement, Project Management, Asset Allocation, Insurance, Defined Benefit, 401k, Retirement Planning, Fixed Annuities, Financial Services, Defined Contribution, Securities, Mutual Funds, Wealth Management, Investments
Education
University of Massachusetts Boston 1987 — 1991
BA
Curtis Olson's Scudder Investments Experience 1988 - 1994
Job Head of Institutional Sales at MoneyGuidePro (PIEtech, Inc.)
Industry Financial Services
Experience
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
Diana Avelis Diana Avelis's Scudder Investments Experience 2000 - 2005
Job Academic Support Professional at University of Colorado
Industry Higher Education
Experience
University of Colorado Boulder August 2011 - Present
Outskirts Press, Inc. February 2009 - Present
Visual Science Inc. January 2006 - October 2008
Scudder Investments 2000 - 2005
Ernst & Young 1999 - 2000
Flair Communications Agency 1998 - 1999
Skills
Graphic Design, Direct Mail, Adobe Acrobat, Brochures, Catalogs, Publishing, Adobe Creative Suite, Newsletters, InDesign, Copy Editing, Illustrator, Copywriting, Illustration, Art Direction, Graphics, Marketing Communications, Pre-press
Education
University of Colorado Boulder 2005 — 2010
MA, Classics
Southern Illinois University, Carbondale 1994 — 1998
Bachelor of Arts (B.A.), Graphic Design
University of Colorado Boulder August 2011 - Present
Outskirts Press, Inc. February 2009 - Present
Visual Science Inc. January 2006 - October 2008
Scudder Investments 2000 - 2005
Ernst & Young 1999 - 2000
Flair Communications Agency 1998 - 1999
Skills
Graphic Design, Direct Mail, Adobe Acrobat, Brochures, Catalogs, Publishing, Adobe Creative Suite, Newsletters, InDesign, Copy Editing, Illustrator, Copywriting, Illustration, Art Direction, Graphics, Marketing Communications, Pre-press
Education
University of Colorado Boulder 2005 — 2010
MA, Classics
Southern Illinois University, Carbondale 1994 — 1998
Bachelor of Arts (B.A.), Graphic Design
Jeff Polchlopek Jeff Polchlopek's Scudder Investments Experience 1996 - 1999
Job Partner at Caron & Bletzer, PLLC
Industry Accounting
Experience
Caron & Bletzer, PLLC 1999 - Present
Scudder Investments 1996 - 1999
Skills
Auditing, ERISA, 401k, Defined Benefit, ESOP, Auditing Employee..., Employee Benefit Plan..., Employee Benefits, IRS, SEC filings, CPA, Defined Contribution, Pensions, Retirement, Corporate Tax, Profit Sharing, Tax Preparation, Retirement Plan..., Internal Controls, Accounting, Financial Statements
Education
University of Massachusetts at Lowell 1992 — 1996
Bachelor of Science, Accounting
Caron & Bletzer, PLLC 1999 - Present
Scudder Investments 1996 - 1999
Skills
Auditing, ERISA, 401k, Defined Benefit, ESOP, Auditing Employee..., Employee Benefit Plan..., Employee Benefits, IRS, SEC filings, CPA, Defined Contribution, Pensions, Retirement, Corporate Tax, Profit Sharing, Tax Preparation, Retirement Plan..., Internal Controls, Accounting, Financial Statements
Education
University of Massachusetts at Lowell 1992 — 1996
Bachelor of Science, Accounting
Coleen Downs Dinneen Coleen Downs Dinneen's Scudder Investments Experience June 1989 - December 1996
Job EVP and General Counsel US Distribution at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management June 1999 - Present
First Data Investor Services Group January 1997 - June 1999
Scudder Investments June 1989 - December 1996
Goodwin Procter LLP 1986 - 1989
Education
Suffolk University Law School 1989 — 1993
JD, Law
University of Northern Colorado 1979 — 1983
BS, Business
Natixis Global Asset Management June 1999 - Present
First Data Investor Services Group January 1997 - June 1999
Scudder Investments June 1989 - December 1996
Goodwin Procter LLP 1986 - 1989
Education
Suffolk University Law School 1989 — 1993
JD, Law
University of Northern Colorado 1979 — 1983
BS, Business
Brooks Lau Brooks Lau's Scudder Investments Experience April 1996 - January 2001
Job Regional Retirement Specialist for AZ and NM / Vice President for Principal Financial Group/Princor Registered Rep
Industry Investment Management
Experience
Principal Financial Group July 2009 - Present
Principal Financial Group January 2004 - June 2009
Franklin Templeton Investments July 2001 - January 2004
Scudder Investments April 1996 - January 2001
Skills
Retirement Planning, Employee Benefits, Retirement Plan..., 401(k), 403 b, Non-Qualified Deferred..., Defined Benefit, Tax-exempt
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance, General
Principal Financial Group July 2009 - Present
Principal Financial Group January 2004 - June 2009
Franklin Templeton Investments July 2001 - January 2004
Scudder Investments April 1996 - January 2001
Skills
Retirement Planning, Employee Benefits, Retirement Plan..., 401(k), 403 b, Non-Qualified Deferred..., Defined Benefit, Tax-exempt
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance, General
Teresa Marzulla Teresa Marzulla's Scudder Investments Experience December 1986 - August 1992
Job Office Manager
Industry Health, Wellness and Fitness
Experience
Hillsdale Vision Center February 2011 - Present
Dr. Vincent Giacalone May 2008 - February 2011
ST JOHNS ACADEMY September 2000 - May 2007
Scudder Investments December 1986 - August 1992
Skills
Team Building, Microsoft Word, Project Management, Social Networking, Research, Public Speaking, Budgets, Sales, Microsoft Excel, PowerPoint, Social Media, Teaching
Education
St. John's University
Bachelor of Science (B.S.)
Hillsdale Vision Center February 2011 - Present
Dr. Vincent Giacalone May 2008 - February 2011
ST JOHNS ACADEMY September 2000 - May 2007
Scudder Investments December 1986 - August 1992
Skills
Team Building, Microsoft Word, Project Management, Social Networking, Research, Public Speaking, Budgets, Sales, Microsoft Excel, PowerPoint, Social Media, Teaching
Education
St. John's University
Bachelor of Science (B.S.)
Robert Walter Robert Walter's Scudder Investments Experience 1993 - 2003
Job Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Standard Insurance Company June 2002 - January 2006
Scudder Investments 1993 - 2003
Skills
401k, Financial Advisory, Defined Contribution, Defined Benefit, Investments, Financial Services, Profit Sharing, Non-Qualified Deferred..., ESOP, Non-Profit, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Pensions, Employee Benefits, Asset Allocation, Insurance, Series 6, series 65, series 24, series 26, Life accident & health, 403(b)
Education
Suffolk University - Sawyer School of Management 1993 — 1996
Masters, Finance
University of Massachusetts at Lowell 1987 — 1991
Bachelors of Science, Mgmt/ Finance
Principal Financial Group January 2006 - Present
Standard Insurance Company June 2002 - January 2006
Scudder Investments 1993 - 2003
Skills
401k, Financial Advisory, Defined Contribution, Defined Benefit, Investments, Financial Services, Profit Sharing, Non-Qualified Deferred..., ESOP, Non-Profit, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Pensions, Employee Benefits, Asset Allocation, Insurance, Series 6, series 65, series 24, series 26, Life accident & health, 403(b)
Education
Suffolk University - Sawyer School of Management 1993 — 1996
Masters, Finance
University of Massachusetts at Lowell 1987 — 1991
Bachelors of Science, Mgmt/ Finance
Steven Shelton CFP®, CLU, ChFC, TEP, CIMA®, CMT's Scudder Investments Experience 2004 - 2004
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
Bill Bond's Scudder Investments Experience April 1998 - August 1999
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
Greg Jenkins, CFA Greg Jenkins, CFA's Scudder Investments Experience 1997 - 2000
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Patty Colehour Patty Colehour's Scudder Investments Experience October 1997 - July 1999
Job Program Coordinator at ProKids Foundation
Industry Nonprofit Organization Management
Experience
Pro Housing October 2014 - Present
ProKids Foundation February 2014 - Present
Nerium International July 2012 - Present
Clark County School District January 2004 - July 2005
ING Funds April 2002 - April 2003
Van Kampen Investments October 2000 - April 2002
John Nuveen & Co. July 1999 - October 2000
Scudder Investments October 1997 - July 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Strategic Planning, Team Building, Training, Business Planning, Coaching, Leadership, Non-profit...
Education
Southern Illinois University, Carbondale 1993 — 1997
BS in Accounting, Accounting
Ecole Secondaire de la Suze
Pro Housing October 2014 - Present
ProKids Foundation February 2014 - Present
Nerium International July 2012 - Present
Clark County School District January 2004 - July 2005
ING Funds April 2002 - April 2003
Van Kampen Investments October 2000 - April 2002
John Nuveen & Co. July 1999 - October 2000
Scudder Investments October 1997 - July 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Marketing, Mutual Funds, Nonprofits, Public Speaking, Small Business, Strategic Planning, Team Building, Training, Business Planning, Coaching, Leadership, Non-profit...
Education
Southern Illinois University, Carbondale 1993 — 1997
BS in Accounting, Accounting
Ecole Secondaire de la Suze
Catherine Pegeron Catherine Pegeron's Scudder Investments Experience December 1999 - October 2003
Job Independent Agent, Medicare Specialist at Health and Human Services Consulting, LLC
Industry Financial Services
Experience
Health and Human Services Consulting, LLC March 2011 - Present
Pre-Paid Legal Services, Inc. January 2011 - March 2012
EIRO Research September 2009 - January 2011
Wood River Construction October 2003 - December 2010
Scudder Investments December 1999 - October 2003
EIP, Inc January 1997 - November 1999
Primark Benefits February 1993 - December 1996
First Actuarial Corporation June 1992 - December 1992
Coopers & Lybrand November 1984 - April 1992
Richard Viola & Associates, Inc July 1981 - November 1984
Skills
Labor Relations, Investments, Insurance, Small Business, Health Insurance, Medicare Supplements, Medicare Part D, Medicare Advantage
Education
University of California, Berkeley 1977 — 1981
BS Business Administration, Finance, Marketing, Organizational Behavior and Industrial Relations
Health and Human Services Consulting, LLC March 2011 - Present
Pre-Paid Legal Services, Inc. January 2011 - March 2012
EIRO Research September 2009 - January 2011
Wood River Construction October 2003 - December 2010
Scudder Investments December 1999 - October 2003
EIP, Inc January 1997 - November 1999
Primark Benefits February 1993 - December 1996
First Actuarial Corporation June 1992 - December 1992
Coopers & Lybrand November 1984 - April 1992
Richard Viola & Associates, Inc July 1981 - November 1984
Skills
Labor Relations, Investments, Insurance, Small Business, Health Insurance, Medicare Supplements, Medicare Part D, Medicare Advantage
Education
University of California, Berkeley 1977 — 1981
BS Business Administration, Finance, Marketing, Organizational Behavior and Industrial Relations
Larry Warble Larry Warble's Scudder Investments Experience 1995 - March 2000
Job
Industry Financial Services
Experience
Xerox HR Solutions May 2014 - Present
Verisight, Inc April 2011 - July 2013
TD Bank October 2009 - May 2011
Financial Engines March 2000 - December 2008
Scudder Investments 1995 - March 2000
Skills
401k, Compliance, Consultative Selling, Mutual Funds, Investments, Selling, Sales, Series 7, Portfolio Management, Securities, Strategic Financial..., Alternative Investments, Credit, Equities, Wealth Management, ETFs, Negotiation, Employee Benefits, Retirement Planning, Investment Strategies, Hedge Funds, Defined Benefit, Fixed Income, Sales Process, Financial Services, Fixed Annuities, FINRA, Asset Management, Investment Management, Asset Allocation, Pensions, Investment Advisory, Series 63, Business Development, Relationship Management, Start-ups, Financial Advisory, Series 24, Series 6, Retirement, Financial Planning
Education
Saint Lawrence University 1984 — 1987
Bachelor of Science
Bronxville High School 1979 — 1983
Xerox HR Solutions May 2014 - Present
Verisight, Inc April 2011 - July 2013
TD Bank October 2009 - May 2011
Financial Engines March 2000 - December 2008
Scudder Investments 1995 - March 2000
Skills
401k, Compliance, Consultative Selling, Mutual Funds, Investments, Selling, Sales, Series 7, Portfolio Management, Securities, Strategic Financial..., Alternative Investments, Credit, Equities, Wealth Management, ETFs, Negotiation, Employee Benefits, Retirement Planning, Investment Strategies, Hedge Funds, Defined Benefit, Fixed Income, Sales Process, Financial Services, Fixed Annuities, FINRA, Asset Management, Investment Management, Asset Allocation, Pensions, Investment Advisory, Series 63, Business Development, Relationship Management, Start-ups, Financial Advisory, Series 24, Series 6, Retirement, Financial Planning
Education
Saint Lawrence University 1984 — 1987
Bachelor of Science
Bronxville High School 1979 — 1983
Kris Jaenicke Kris Jaenicke's Scudder Investments Experience September 1992 - September 2002
Job Divisional Vice President at LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds February 2012 - Present
Dividend Capital September 2002 - February 2012
Scudder Investments September 1992 - September 2002
MFS Financial Services 1987 - 1992
Minnesota Life 1980 - 1987
Skills
Strong Personal..., Public Speaking, Glass-Half-FULL attitude, Alternative Investments, Mutual Funds, Fixed Annuities, Series 7, Series 63, Series 24, Investments, Asset Managment, Series 6, Retirement Planning, Securities, ETFs, Hedge Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Management, Investment Management
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration, Finance
LoCorr Funds February 2012 - Present
Dividend Capital September 2002 - February 2012
Scudder Investments September 1992 - September 2002
MFS Financial Services 1987 - 1992
Minnesota Life 1980 - 1987
Skills
Strong Personal..., Public Speaking, Glass-Half-FULL attitude, Alternative Investments, Mutual Funds, Fixed Annuities, Series 7, Series 63, Series 24, Investments, Asset Managment, Series 6, Retirement Planning, Securities, ETFs, Hedge Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Management, Investment Management
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration, Finance
Robert Spierdowis, CFP® Robert Spierdowis, CFP®'s Scudder Investments Experience September 1990 - July 1993
Job Sales Manager at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Peter Jenkins Peter Jenkins's Scudder Investments Experience September 1986 - September 1997
Job Managing Director Institutional Equities at PDQ ATS Inc.
Industry Capital Markets
Experience
PDQ ATS Inc. January 2014 - Present
AX Trading Group, LLC August 2009 - June 2013
NYSE/Euronext October 2004 - October 2008
Deutsche Asset Management September 2001 - September 2004
Zurich Scudder Investments 1997 - 2001
Scudder Investments September 1986 - September 1997
Skills
Equities, Relationship Management, Acquisition Integration, Trading, Public Speaking, Investments, Electronic Trading, Options, Securities, Financial Services, Equity Trading, Hedge Funds, Series 7, Capital Markets, FINRA, Series 63, Market Data, Asset Management, Trading Systems, Financial Markets, Investment Management, ETFs, Risk Management, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Equity Research, Trading Strategies, Mutual Funds, FX Options, Commodity, Bonds, Series 24, Portfolio Management, Hedging, Asset Allocation, Investment Strategies, Emerging Markets, Technical Analysis, Investment Advisory, Private Equity, Wealth Management, Valuation, Investor Relations, Start-ups, Financial Structuring, Financial Risk, Equity Derivatives
Education
University of Connecticut 1976 — 1980
BS, Finance
PDQ ATS Inc. January 2014 - Present
AX Trading Group, LLC August 2009 - June 2013
NYSE/Euronext October 2004 - October 2008
Deutsche Asset Management September 2001 - September 2004
Zurich Scudder Investments 1997 - 2001
Scudder Investments September 1986 - September 1997
Skills
Equities, Relationship Management, Acquisition Integration, Trading, Public Speaking, Investments, Electronic Trading, Options, Securities, Financial Services, Equity Trading, Hedge Funds, Series 7, Capital Markets, FINRA, Series 63, Market Data, Asset Management, Trading Systems, Financial Markets, Investment Management, ETFs, Risk Management, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Equity Research, Trading Strategies, Mutual Funds, FX Options, Commodity, Bonds, Series 24, Portfolio Management, Hedging, Asset Allocation, Investment Strategies, Emerging Markets, Technical Analysis, Investment Advisory, Private Equity, Wealth Management, Valuation, Investor Relations, Start-ups, Financial Structuring, Financial Risk, Equity Derivatives
Education
University of Connecticut 1976 — 1980
BS, Finance
Jenna Smith Gomes Jenna Smith Gomes's Scudder Investments Experience May 1999 - November 1999
Job Director of Planned Giving at Cardinal Cushing Centers
Industry Philanthropy
Experience
Cardinal Cushing Centers, Inc. April 2013 - Present
The Boston Foundation July 2010 - June 2012
The Boston Foundation April 2005 - June 2010
The Boston Foundation November 2002 - March 2005
The Boston Foundation November 1999 - November 2002
Scudder Investments May 1999 - November 1999
Scudder Investments February 1998 - April 1999
Skills
Philanthropy, Grants, Stewardship, Program Management, Research, Policy, Charities, Investments, Non-profits, Fundraising, Mutual Funds, Management, Event Planning, Volunteer Management, Series 7, Community Outreach, Program Development, Nonprofits, Wealth Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Nonprofit Management
Villanova University 1993 — 1997
BS, Management
Cardinal Cushing Centers, Inc. April 2013 - Present
The Boston Foundation July 2010 - June 2012
The Boston Foundation April 2005 - June 2010
The Boston Foundation November 2002 - March 2005
The Boston Foundation November 1999 - November 2002
Scudder Investments May 1999 - November 1999
Scudder Investments February 1998 - April 1999
Skills
Philanthropy, Grants, Stewardship, Program Management, Research, Policy, Charities, Investments, Non-profits, Fundraising, Mutual Funds, Management, Event Planning, Volunteer Management, Series 7, Community Outreach, Program Development, Nonprofits, Wealth Management
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Nonprofit Management
Villanova University 1993 — 1997
BS, Management
Pat Allen's Scudder Investments Experience November 1993 - April 2000
Job Content & Digital Marketing Consulting And Coaching For Investment Firms | Rock The Boat Marketing
Industry Financial Services
Experience
Rock The Boat Marketing August 2008 - Present
Claymore Securities November 2007 - August 2008
Calamos Investments October 2006 - June 2007
BAI July 2003 - October 2006
BNY Clearing November 2002 - June 2003
Van Kampen Investments April 2000 - April 2001
Scudder Investments November 1993 - April 2000
Skills
Marketing Strategy, Digital Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics, Digital Media, Marketing Communications, Asset Allocation, Integrated Marketing, Financial Services, Website Development, Marketing, SaaS, Communication Training, Vendor Management, Mutual Funds, Strategic Communications, CRM, Entrepreneurship, Analysis, Leadership, ETFs, Alternative Investments, PPC, Corporate Communications, Content Strategy, Closed-end Funds, Advertising, Engaging Content, Branded Content..., Strategic Content..., CONTENT PACKAGING, Online Content, BRANDED CONTENT, CONTENT SYNDICATION, DIGITAL TRENDS, Bond Funds, Investment Companies, Investment management..., Commentaries, Editing, Copywriting, Writing
Education
The University of Kansas
BS
Rock The Boat Marketing August 2008 - Present
Claymore Securities November 2007 - August 2008
Calamos Investments October 2006 - June 2007
BAI July 2003 - October 2006
BNY Clearing November 2002 - June 2003
Van Kampen Investments April 2000 - April 2001
Scudder Investments November 1993 - April 2000
Skills
Marketing Strategy, Digital Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics, Digital Media, Marketing Communications, Asset Allocation, Integrated Marketing, Financial Services, Website Development, Marketing, SaaS, Communication Training, Vendor Management, Mutual Funds, Strategic Communications, CRM, Entrepreneurship, Analysis, Leadership, ETFs, Alternative Investments, PPC, Corporate Communications, Content Strategy, Closed-end Funds, Advertising, Engaging Content, Branded Content..., Strategic Content..., CONTENT PACKAGING, Online Content, BRANDED CONTENT, CONTENT SYNDICATION, DIGITAL TRENDS, Bond Funds, Investment Companies, Investment management..., Commentaries, Editing, Copywriting, Writing
Education
The University of Kansas
BS
Douglas Earp, PMP, CLSSMBB, CSM Douglas Earp, PMP, CLSSMBB, CSM's Scudder Investments Experience August 1998 - July 2001
Job Chief Information Officer Certified Lean Six Sigma Master Black Belt (CLSSMBB)
Industry Management Consulting
Experience
MacFarlane Group, Inc. January 2012 - Present
United States Department of Agriculture - FSA July 2011 - January 2012
Teva North America Branded Pharmaceuticals April 2004 - June 2011
Sprint PCS September 2001 - April 2004
Scudder Investments August 1998 - July 2001
House of Lloyd March 1998 - August 1998
Zurich Scudder Investments August 1997 - February 1998
DST Systems February 1995 - August 1997
Skills
PMP, Business Intelligence, Vendor Management, PMO, Integration, Business Analysis, Enterprise Architecture, Agile Methodologies, Six Sigma, ITIL, .NET, CRM, Microsoft SQL Server, Leadership, Process Improvement, Training, Quality Management, Program Management, Databases, SDLC, Project Portfolio..., Team Building, Software Development, Business Process..., SharePoint, Strategy, Enterprise Software, IT Service Management, Management, Project Management, Risk Management, Security, IT Strategy, Testing, Business Process, Resource Management, Change Management, Operational Excellence, Strategic Planning, Team Leadership, Oracle, Information Technology, Outsourcing, Visio, IT Management, Requirements Analysis, Software Project..., ERP, E-commerce, Cross-functional Team...
Education
Villanova University 2006 — 2010
CLSSMBB, Lean Six Sigma Master Black Belt
University of Missouri-Kansas City 1985 — 1989
BBA, Finance, Management, Spanish
Rockhurst
MacFarlane Group, Inc. January 2012 - Present
United States Department of Agriculture - FSA July 2011 - January 2012
Teva North America Branded Pharmaceuticals April 2004 - June 2011
Sprint PCS September 2001 - April 2004
Scudder Investments August 1998 - July 2001
House of Lloyd March 1998 - August 1998
Zurich Scudder Investments August 1997 - February 1998
DST Systems February 1995 - August 1997
Skills
PMP, Business Intelligence, Vendor Management, PMO, Integration, Business Analysis, Enterprise Architecture, Agile Methodologies, Six Sigma, ITIL, .NET, CRM, Microsoft SQL Server, Leadership, Process Improvement, Training, Quality Management, Program Management, Databases, SDLC, Project Portfolio..., Team Building, Software Development, Business Process..., SharePoint, Strategy, Enterprise Software, IT Service Management, Management, Project Management, Risk Management, Security, IT Strategy, Testing, Business Process, Resource Management, Change Management, Operational Excellence, Strategic Planning, Team Leadership, Oracle, Information Technology, Outsourcing, Visio, IT Management, Requirements Analysis, Software Project..., ERP, E-commerce, Cross-functional Team...
Education
Villanova University 2006 — 2010
CLSSMBB, Lean Six Sigma Master Black Belt
University of Missouri-Kansas City 1985 — 1989
BBA, Finance, Management, Spanish
Rockhurst
John E. McGrath III John E. McGrath III's Scudder Investments Experience December 1993 - January 2000
Job Division Manager at Primary Residential Mortgage Bedford, NH
Industry Financial Services
Experience
Primary Residential Mortgage September 2010 - Present
New Hampshire Real Estate Investor Association January 2005 - December 2010
Mortgage Master Inc. August 2009 - July 2010
Bluewater Mortgage October 2006 - August 2009
Countrywide February 2006 - October 2006
Preferred Mortgage October 2005 - February 2006
Roche Pharmaceuticals January 2000 - October 2005
Scudder Investments December 1993 - January 2000
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Loans, Credit, FHA financing, Analysis, Mortgage Banking, USDA, FHA, VA loans, Management, Residential Mortgages, Reverse Mortgages, Loan Origination, Finance, Investors, Real Estate, VA Loans
Education
Southern New Hampshire University 1994 — 1996
MBA, Business
University of South Carolina-Aiken 1986 — 1990
BA, Political Science
Primary Residential Mortgage September 2010 - Present
New Hampshire Real Estate Investor Association January 2005 - December 2010
Mortgage Master Inc. August 2009 - July 2010
Bluewater Mortgage October 2006 - August 2009
Countrywide February 2006 - October 2006
Preferred Mortgage October 2005 - February 2006
Roche Pharmaceuticals January 2000 - October 2005
Scudder Investments December 1993 - January 2000
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Loans, Credit, FHA financing, Analysis, Mortgage Banking, USDA, FHA, VA loans, Management, Residential Mortgages, Reverse Mortgages, Loan Origination, Finance, Investors, Real Estate, VA Loans
Education
Southern New Hampshire University 1994 — 1996
MBA, Business
University of South Carolina-Aiken 1986 — 1990
BA, Political Science
Curtis Butler Curtis Butler's Scudder Investments Experience October 2000 - December 2002
Job Managing Director and Client Portfolio Manager, Emerging Markets at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
Douglas Nardi, CFA Douglas Nardi, CFA's Scudder Investments Experience January 1998 - January 2005
Job Practice Leader Investment Advisory at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC October 2014 - Present
HPM Partners April 2010 - Present
Legg Mason January 2005 - April 2010
Scudder Investments January 1998 - January 2005
Fifth Third Bank January 1995 - January 1998
US Bank March 1987 - January 1995
Skills
Asset Allocation, Investments, Asset Managment, Investment Management, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Financial Analysis, Investment Strategies, Estate Planning, Fixed Income, Bloomberg, Wealth Management..., Private Equity, Asset Management, Hedge Funds, Finance, High Net Worth..., Private Banking, Securities, ETFs, Bonds, Financial Services, Series 63
Education
The University of Chicago 1990 — 1992
MBA, Finance & Economics
University of Missouri-Columbia 1982 — 1986
BSBA, Finance & Real Estate
DeSmet Jesuit High School 1979 — 1982
College Preparatory
HPM Partners LLC October 2014 - Present
HPM Partners April 2010 - Present
Legg Mason January 2005 - April 2010
Scudder Investments January 1998 - January 2005
Fifth Third Bank January 1995 - January 1998
US Bank March 1987 - January 1995
Skills
Asset Allocation, Investments, Asset Managment, Investment Management, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Financial Analysis, Investment Strategies, Estate Planning, Fixed Income, Bloomberg, Wealth Management..., Private Equity, Asset Management, Hedge Funds, Finance, High Net Worth..., Private Banking, Securities, ETFs, Bonds, Financial Services, Series 63
Education
The University of Chicago 1990 — 1992
MBA, Finance & Economics
University of Missouri-Columbia 1982 — 1986
BSBA, Finance & Real Estate
DeSmet Jesuit High School 1979 — 1982
College Preparatory
Greg Heath Greg Heath's Scudder Investments Experience 2000 - 2002
Job Vice President, Director of Marketing at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company 2013 - Present
The Hartford 2007 - 2013
Columbia Management 2003 - 2007
Lincoln Financial Group 2002 - 2003
Scudder Investments 2000 - 2002
Skills
Corporate Branding, Marketing Strategy, Integrated Marketing, Direct Marketing, Advertising, Lead Generation, Corporate Communications, Brand Management, Online Advertising, Marketing, Marketing Management
Education
State University of New York College at Plattsburgh
Bachelor of Science, Marketing
Loomis, Sayles & Company 2013 - Present
The Hartford 2007 - 2013
Columbia Management 2003 - 2007
Lincoln Financial Group 2002 - 2003
Scudder Investments 2000 - 2002
Skills
Corporate Branding, Marketing Strategy, Integrated Marketing, Direct Marketing, Advertising, Lead Generation, Corporate Communications, Brand Management, Online Advertising, Marketing, Marketing Management
Education
State University of New York College at Plattsburgh
Bachelor of Science, Marketing
Timothy Duffy Timothy Duffy's Scudder Investments Experience 1998 - 2002
Job Vice President / Operations Service Delivery at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
Lynn Sati, PHR, SHRM-CP's Scudder Investments Experience June 1991 - June 2002
Job Human Resources Manager, CommunityAmerica Credit Union
Industry Banking
Experience
CommunityAmerica Credit Union July 2005 - Present
Deutsche Asset Management June 1991 - June 2002
Zurich Scudder Investments June 1991 - June 2002
Scudder Investments June 1991 - June 2002
Skills
Employee Relations, Benefits Administration, Project Management, Employee Benefits, Recruiting, Human Resources, Personnel Management
Education
The University of Kansas
CommunityAmerica Credit Union July 2005 - Present
Deutsche Asset Management June 1991 - June 2002
Zurich Scudder Investments June 1991 - June 2002
Scudder Investments June 1991 - June 2002
Skills
Employee Relations, Benefits Administration, Project Management, Employee Benefits, Recruiting, Human Resources, Personnel Management
Education
The University of Kansas
Steve Mulligan's Scudder Investments Experience 2004 - 2005
Job Project Executive at Gibson Electric & Technology Solutions
Industry Construction
Experience
Gibson Electric & Technology Solutions June 2005 - Present
Scudder Investments 2004 - 2005
Mc Nulty Brothers Construction June 1998 - September 2001
Skills
Construction, Budget, Project Management, Contract Negotiation, Process Scheduler, Strategic Planning, Construction Management, Team Building, Microsoft Excel, Negotiation, Pricing, New Business Development, electrical estima, Budgets, Power Distribution, Value Engineering, Pre-construction, Change Orders, Manufacturing, Project Bidding, Project Planning, Contractors, Subcontracting, MEP, LEED, Contract Management, Project Estimation, Design-Build, MS Project, Electricians, Renovation
Education
St. Joseph's College (IN) 2000 — 2003
Bachelors, Business Management Major / Marketing Minor
Benet Academy 1996 — 1999
Gibson Electric & Technology Solutions June 2005 - Present
Scudder Investments 2004 - 2005
Mc Nulty Brothers Construction June 1998 - September 2001
Skills
Construction, Budget, Project Management, Contract Negotiation, Process Scheduler, Strategic Planning, Construction Management, Team Building, Microsoft Excel, Negotiation, Pricing, New Business Development, electrical estima, Budgets, Power Distribution, Value Engineering, Pre-construction, Change Orders, Manufacturing, Project Bidding, Project Planning, Contractors, Subcontracting, MEP, LEED, Contract Management, Project Estimation, Design-Build, MS Project, Electricians, Renovation
Education
St. Joseph's College (IN) 2000 — 2003
Bachelors, Business Management Major / Marketing Minor
Benet Academy 1996 — 1999
Gail Sheldon's Scudder Investments Experience April 1993 - June 2002
Job Contractor, Global Marketing, Merrill Edge at Bank of America
Industry Marketing and Advertising
Experience
Bank of America November 2013 - Present
Bank of America February 2008 - October 2013
Fidelity Investments 2006 - 2008
Scudder Investments April 1993 - June 2002
The Chase Manhattan Bank June 1989 - April 1993
American Institute of Certified Public Accountants February 1984 - May 1989
Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy
Education
State University of New York at Albany
BS in Business Adm/Marketing, English
Bank of America November 2013 - Present
Bank of America February 2008 - October 2013
Fidelity Investments 2006 - 2008
Scudder Investments April 1993 - June 2002
The Chase Manhattan Bank June 1989 - April 1993
American Institute of Certified Public Accountants February 1984 - May 1989
Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy
Education
State University of New York at Albany
BS in Business Adm/Marketing, English
Margaret Alfonso, PMP Margaret Alfonso, PMP's Scudder Investments Experience 1989 - 1995
Job Project Manager at IMP Consulting
Industry Financial Services
Experience
IMP Partners September 2004 - Present
JP Morgan Chase January 1999 - May 2004
Fidelity Investments August 1995 - December 1999
Scudder Investments 1989 - 1995
Boston Financial Data Services 1986 - 1989
Hills Department Stores 1985 - 1986
Skills
Mutual Funds, Asset Management, Investment Management, Trading, Fixed Income, Equities, Financial Services, Project Management, Hedge Funds, Bloomberg, Process Improvement, Trading Systems, Change Management, Investments, Business Analysis, Asset Managment, Series 63, Vendor Management, Risk Management, Portfolio Management, Securities, Order Management
Education
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
IMP Partners September 2004 - Present
JP Morgan Chase January 1999 - May 2004
Fidelity Investments August 1995 - December 1999
Scudder Investments 1989 - 1995
Boston Financial Data Services 1986 - 1989
Hills Department Stores 1985 - 1986
Skills
Mutual Funds, Asset Management, Investment Management, Trading, Fixed Income, Equities, Financial Services, Project Management, Hedge Funds, Bloomberg, Process Improvement, Trading Systems, Change Management, Investments, Business Analysis, Asset Managment, Series 63, Vendor Management, Risk Management, Portfolio Management, Securities, Order Management
Education
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Damon Alexander Damon Alexander's Scudder Investments Experience July 1994 - July 1997
Job Manager, Email Marketing
Industry Marketing and Advertising
Experience
The MathWorks September 2000 - Present
Harte-Hanks Direct Marketing July 1996 - September 2000
Scudder Investments July 1994 - July 1997
Skills
CRM, Email Marketing, Strategy, Analytics, Cross-functional Team..., Management, Project Management, Integration, Marketing, Change Management, Database Marketing, Team Building, Segmentation, Outsourcing, Databases, ITIL, Operations Management, Demand Generation, Marketing Automation, Lead Generation
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Management
The MathWorks September 2000 - Present
Harte-Hanks Direct Marketing July 1996 - September 2000
Scudder Investments July 1994 - July 1997
Skills
CRM, Email Marketing, Strategy, Analytics, Cross-functional Team..., Management, Project Management, Integration, Marketing, Change Management, Database Marketing, Team Building, Segmentation, Outsourcing, Databases, ITIL, Operations Management, Demand Generation, Marketing Automation, Lead Generation
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Management
Patrick Gaskin Patrick Gaskin's Scudder Investments Experience 2000 - 2010
Job Vice President at Northern Trust
Industry Financial Services
Experience
Chicago-based Asset Management Firm September 2012 - Present
Deutsche Bank July 2000 - September 2012
DWS Investments 2000 - September 2012
Scudder Investments 2000 - 2010
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor, Communications/Advertising
Chicago-based Asset Management Firm September 2012 - Present
Deutsche Bank July 2000 - September 2012
DWS Investments 2000 - September 2012
Scudder Investments 2000 - 2010
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor, Communications/Advertising
Steve Wetter Steve Wetter's Scudder Investments Experience 1987 - 1992
Job Portfolio Manager at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Missy Weston Missy Weston's Scudder Investments Experience January 1999 - December 2001
Job Sr. Project Manager at DST Systems
Industry Financial Services
Experience
DST Systems April 2003 - Present
DST Health Solutions 2005 - August 2008
Deutsche Bank January 2002 - March 2003
Scudder Investments January 1999 - December 2001
Kemper Funds August 1995 - December 1998
Research Medical Center August 1988 - August 1995
Health Midwest 1992 - 1994
Skills
Business Process, Servers, Process Improvement, Windows, Data Center, Operating Systems, Troubleshooting, Integration, Databases, Change Management, Technical Support, Information Technology, Management, Disaster Recovery, Project Management, Software Documentation, Vendor Management, IT Management, IT Strategy, Business Analysis, SDLC, System Deployment, Software Project..., Requirements Analysis, Visio, PMO, Program Management, Requirements Gathering
Education
Truman State University 1984 — 1988
BS, Computer Science
DST Systems April 2003 - Present
DST Health Solutions 2005 - August 2008
Deutsche Bank January 2002 - March 2003
Scudder Investments January 1999 - December 2001
Kemper Funds August 1995 - December 1998
Research Medical Center August 1988 - August 1995
Health Midwest 1992 - 1994
Skills
Business Process, Servers, Process Improvement, Windows, Data Center, Operating Systems, Troubleshooting, Integration, Databases, Change Management, Technical Support, Information Technology, Management, Disaster Recovery, Project Management, Software Documentation, Vendor Management, IT Management, IT Strategy, Business Analysis, SDLC, System Deployment, Software Project..., Requirements Analysis, Visio, PMO, Program Management, Requirements Gathering
Education
Truman State University 1984 — 1988
BS, Computer Science
Mindy Lenox Mindy Lenox's Scudder Investments Experience 2001 - 2004
Job Director at PwC Digital Services
Industry Marketing and Advertising
Experience
PwC Digital Services November 2013 - Present
BGT Partners June 2013 - Present
VML September 2012 - June 2013
VML March 2010 - September 2012
Service Management Group April 2004 - March 2010
Scudder Investments 2001 - 2004
Skills
Marketing, Marketing Strategy, Digital Marketing, Email Marketing, Integrated Marketing, Interactive Marketing, Digital Strategy, Analytics, CRM, Direct Marketing, Mobile Marketing, Online Advertising, Cross-functional Team..., Management, Project Management, Marketing Communications
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BS, Business Administration with Marketing Emphasis
PwC Digital Services November 2013 - Present
BGT Partners June 2013 - Present
VML September 2012 - June 2013
VML March 2010 - September 2012
Service Management Group April 2004 - March 2010
Scudder Investments 2001 - 2004
Skills
Marketing, Marketing Strategy, Digital Marketing, Email Marketing, Integrated Marketing, Interactive Marketing, Digital Strategy, Analytics, CRM, Direct Marketing, Mobile Marketing, Online Advertising, Cross-functional Team..., Management, Project Management, Marketing Communications
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BS, Business Administration with Marketing Emphasis
Marcus Relthford Marcus Relthford's Scudder Investments Experience 1999 - 2000
Job Director, North America at Frontier Strategy Group
Industry Financial Services
Experience
Frontier Strategy Group March 2015 - Present
FNEX January 2014 - February 2015
ISS Institutional Shareholder Services 2010 - 2012
ISS Institutional Shareholder Services 2008 - 2010
ISS Institutional Shareholder Services 2005 - 2008
Montgomery County Treasurer's Office 2004 - 2004
Scudder Investments, Deutsche Asset Management 2000 - 2002
Scudder Investments 1999 - 2000
Skills
Investments, Portfolio Management, Relationship Management, Risk Management, Asset Managment, Equities, Leadership, Management, Strategy, CRM, Corporate Governance, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Markets, Finance, Financial Modeling, Bloomberg, Financial Services, Fixed Income, Corporate Finance, Alternative Investments, Commodity, Mutual Funds, Derivatives, Valuation, Asset Allocation, Securities, Investment Strategies, Emerging Markets, Sales, Wine, Wine Tasting, Institutional Sales, Salesforce.com, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
London School of Economics and Political Science 1997 — 1998
Master of Science, Economics/European Studies
Wheaton College (MA) 1993 — 1997
Bachelor of Arts (B.A.), Political Science & International Relations
Frontier Strategy Group March 2015 - Present
FNEX January 2014 - February 2015
ISS Institutional Shareholder Services 2010 - 2012
ISS Institutional Shareholder Services 2008 - 2010
ISS Institutional Shareholder Services 2005 - 2008
Montgomery County Treasurer's Office 2004 - 2004
Scudder Investments, Deutsche Asset Management 2000 - 2002
Scudder Investments 1999 - 2000
Skills
Investments, Portfolio Management, Relationship Management, Risk Management, Asset Managment, Equities, Leadership, Management, Strategy, CRM, Corporate Governance, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Markets, Finance, Financial Modeling, Bloomberg, Financial Services, Fixed Income, Corporate Finance, Alternative Investments, Commodity, Mutual Funds, Derivatives, Valuation, Asset Allocation, Securities, Investment Strategies, Emerging Markets, Sales, Wine, Wine Tasting, Institutional Sales, Salesforce.com, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
London School of Economics and Political Science 1997 — 1998
Master of Science, Economics/European Studies
Wheaton College (MA) 1993 — 1997
Bachelor of Arts (B.A.), Political Science & International Relations
Sean Stannard-Stockton Sean Stannard-Stockton's Scudder Investments Experience 1999 - 2002
Job President & Chief Investment Officer, focused investment portfolios for individuals, families & charitable organizations
Industry Financial Services
Experience
Ensemble Capital Management January 2015 - Present
Ensemble Capital Management November 2011 - December 2014
Ensemble Capital Management January 2004 - October 2011
Ensemble Capital Management July 2002 - December 2003
Scudder Investments 1999 - 2002
Skills
Investment Management, Philanthropy, Fixed Income, High Net Worth..., Investment Strategies, Investment Advisory, Wealth Management, Investments, Retirement Planning, Asset Managment, Asset Allocation, Equities, Portfolio Management
Education
University of California, Davis
BA, Economics
Chartered Financial Analyst
Chartered Advisor in Philanthropy
Ensemble Capital Management January 2015 - Present
Ensemble Capital Management November 2011 - December 2014
Ensemble Capital Management January 2004 - October 2011
Ensemble Capital Management July 2002 - December 2003
Scudder Investments 1999 - 2002
Skills
Investment Management, Philanthropy, Fixed Income, High Net Worth..., Investment Strategies, Investment Advisory, Wealth Management, Investments, Retirement Planning, Asset Managment, Asset Allocation, Equities, Portfolio Management
Education
University of California, Davis
BA, Economics
Chartered Financial Analyst
Chartered Advisor in Philanthropy
Mark Donahue Mark Donahue's Scudder Investments Experience April 2002 - December 2002
Job Freight Flow Manager
Industry Logistics and Supply Chain
Experience
Lowe's Companies, Inc. November 2014 - Present
The Fieldhouse LLC 2009 - 2012
Buffalo Wild Wings 2003 - 2009
Scudder Investments April 2002 - December 2002
Skills
Restaurants, Microsoft Office, Inventory Management, Microsoft Excel, Food & Beverage, Hospitality, Microsoft Word, Restaurant Management, PowerPoint, Food Service, Food, Multi-unit, New Restaurant Openings, Labor Control, ServSafe, Time Management, Menu Development, Inventory Control, Retail, P, Hospitality Management, Purchasing, Profit, Operations Management, Franchising, Social Networking, Team Building, Hiring, Teamwork, Food Safety, Hospitality Industry, Menu Costing, Marketing, Telephone Skills, Forecasting, Data Entry, POS
Education
University of Illinois Springfield
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Lowe's Companies, Inc. November 2014 - Present
The Fieldhouse LLC 2009 - 2012
Buffalo Wild Wings 2003 - 2009
Scudder Investments April 2002 - December 2002
Skills
Restaurants, Microsoft Office, Inventory Management, Microsoft Excel, Food & Beverage, Hospitality, Microsoft Word, Restaurant Management, PowerPoint, Food Service, Food, Multi-unit, New Restaurant Openings, Labor Control, ServSafe, Time Management, Menu Development, Inventory Control, Retail, P, Hospitality Management, Purchasing, Profit, Operations Management, Franchising, Social Networking, Team Building, Hiring, Teamwork, Food Safety, Hospitality Industry, Menu Costing, Marketing, Telephone Skills, Forecasting, Data Entry, POS
Education
University of Illinois Springfield
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Paul A. Corchado, ARPC's Scudder Investments Experience 1992 - 1997
Job Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
MFS Investment Management September 2007 - March 2008
Great-West Retirement Services 2003 - 2007
Fidelity Investments 1997 - 2003
Scudder Investments 1992 - 1997
Skills
Series 7, Series 63, Series 26, Series 6, Accredited Retirement...
Education
Suffolk University - Sawyer School of Management 2000 — 2001
MBA, Business
University of Massachusetts Dartmouth 1988 — 1991
Bachelor of Arts (BA), Hunanities & Social Sciences
John Norris John Norris's Scudder Investments Experience 1986 - 2004
Job National Sales Director Dividend Capital Securities
Industry Investment Management
Experience
Dividend Capital Real Estate November 2004 - Present
Deutsche Asset Management 2002 - 2004
Scudder Investments 1986 - 2004
Kemper Financial Services 1986 - 2001
Education
Southern Illinois University, Carbondale
BA, MBA, Business
Dividend Capital Real Estate November 2004 - Present
Deutsche Asset Management 2002 - 2004
Scudder Investments 1986 - 2004
Kemper Financial Services 1986 - 2001
Education
Southern Illinois University, Carbondale
BA, MBA, Business
Michael Sandow Michael Sandow's Scudder Investments Experience January 1998 - December 2004
Job Vice President/Product Specialist at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Craig Haase Craig Haase's Scudder Investments Experience 1994 - 1998
Job Assistant Vice President at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group 1998 - Present
Scudder Investments 1994 - 1998
Cigna Retirement 1987 - 1994
Skills
Investments
Education
University of Connecticut 1982 — 1986
MassMutual Financial Group 1998 - Present
Scudder Investments 1994 - 1998
Cigna Retirement 1987 - 1994
Skills
Investments
Education
University of Connecticut 1982 — 1986
Ariel Samara Ariel Samara's Scudder Investments Experience 2001 - 2005
Job Interactive Art Director
Industry Internet
Experience
GE Capital (now Synchrony Financial) 2011 - 2015
Abelson-Taylor 2011 - 2011
Asamara 2008 - 2011
Socrates Media February 2006 - May 2008
Blue Cross and Blue Shield Association 2005 - 2006
Scudder Investments 2001 - 2005
Skills
Art Direction, Web Design, HTML, User Experience, Information Architecture, Flash, Illustrator, ActionScript, Dreamweaver, Adobe Creative Suite, Photoshop, InDesign, Logo Design, Corporate Identity, Creative Direction, HTML 5, Typography, CSS, Advanced CSS, OmniGraffle, Wire Framing, Brochures, Branding & Identity, WordPress, Graphics, jQuery, Site Maps, CSS 3, Social Media Marketing, Brand Development, Marketing, Marketing Strategy, HTML Emails, Email Marketing, Email Newsletter Design, Microsites, Landing Pages, Google Analytics, Graphic Design, Print Design
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Fine Arts, Graphic Design
GE Capital (now Synchrony Financial) 2011 - 2015
Abelson-Taylor 2011 - 2011
Asamara 2008 - 2011
Socrates Media February 2006 - May 2008
Blue Cross and Blue Shield Association 2005 - 2006
Scudder Investments 2001 - 2005
Skills
Art Direction, Web Design, HTML, User Experience, Information Architecture, Flash, Illustrator, ActionScript, Dreamweaver, Adobe Creative Suite, Photoshop, InDesign, Logo Design, Corporate Identity, Creative Direction, HTML 5, Typography, CSS, Advanced CSS, OmniGraffle, Wire Framing, Brochures, Branding & Identity, WordPress, Graphics, jQuery, Site Maps, CSS 3, Social Media Marketing, Brand Development, Marketing, Marketing Strategy, HTML Emails, Email Marketing, Email Newsletter Design, Microsites, Landing Pages, Google Analytics, Graphic Design, Print Design
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Fine Arts, Graphic Design
Jodie Morgan Jodie Morgan's Scudder Investments Experience August 1995 - August 2000
Job IT Director in Retirement Services at Voya Financial
Industry Investment Management
Experience
Voya Financial February 2014 - Present
Voya Financial August 2000 - February 2014
Scudder Investments August 1995 - August 2000
Scudder Investments June 1990 - June 1995
Skills
SDLC, SharePoint, Business Analysis, Visio, IT Management, IT Strategy, Business Requirements, Requirements Analysis, ITIL, Project Portfolio...
Education
UMass Boston 1988 — 1992
Bachelor of Science, Computer Science
Voya Financial February 2014 - Present
Voya Financial August 2000 - February 2014
Scudder Investments August 1995 - August 2000
Scudder Investments June 1990 - June 1995
Skills
SDLC, SharePoint, Business Analysis, Visio, IT Management, IT Strategy, Business Requirements, Requirements Analysis, ITIL, Project Portfolio...
Education
UMass Boston 1988 — 1992
Bachelor of Science, Computer Science
Whitman Daniels Whitman Daniels's Scudder Investments Experience February 1995 - February 2000
Job Insurance Agent at Confidential Insurance Company
Industry Insurance
Experience
Confidential Insurance Company September 2007 - Present
MetLife March 2000 - August 2007
Scudder Investments February 1995 - February 2000
Skills
Series 6, 7, 63, Property& Casualty..., Entrepreneur
Education
The University of Texas at Austin 1989 — 1993
BS, Business Administration
Confidential Insurance Company September 2007 - Present
MetLife March 2000 - August 2007
Scudder Investments February 1995 - February 2000
Skills
Series 6, 7, 63, Property& Casualty..., Entrepreneur
Education
The University of Texas at Austin 1989 — 1993
BS, Business Administration
David Altimont David Altimont's Scudder Investments Experience 1996 - 2000
Job Retirement Practice Leader at Lockton Dallas
Industry Investment Management
Experience
Lockton Companies 2004 - Present
Scudder Investments 1996 - 2000
Invesco Aim 1986 - 1995
Skills
ERISA, Defined Benefit, Retirement, 401k, Retirement Planning, Pensions, Investments, Defined Contribution, Financial Services, Investment Advisory, Benchmarking, Consulting, Qualified Retirement..., Mutual Funds, Series 6, Series 7, Profit Sharing, Series 63, Financial Advisory, Employee Benefits, Benefits Administration, Asset Allocation, 401(k) Consulting, Fee Benchmarking, Fee, Risk Management, Retirement Plan..., Deferred Compensation, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1989 — 1992
Doctor of Jurisprudence, Law
University of Toledo 1979 — 1982
B.A., Economics
Lockton Companies 2004 - Present
Scudder Investments 1996 - 2000
Invesco Aim 1986 - 1995
Skills
ERISA, Defined Benefit, Retirement, 401k, Retirement Planning, Pensions, Investments, Defined Contribution, Financial Services, Investment Advisory, Benchmarking, Consulting, Qualified Retirement..., Mutual Funds, Series 6, Series 7, Profit Sharing, Series 63, Financial Advisory, Employee Benefits, Benefits Administration, Asset Allocation, 401(k) Consulting, Fee Benchmarking, Fee, Risk Management, Retirement Plan..., Deferred Compensation, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1989 — 1992
Doctor of Jurisprudence, Law
University of Toledo 1979 — 1982
B.A., Economics
John Mondragon's Scudder Investments Experience January 1998 - January 1999
Job Daniels Trading
Industry Financial Services
Experience
Daniels Trading February 2015 - Present
Stratus Trading January 2010 - January 2015
Daniels Trading January 2008 - January 2010
Strikepoint Trading 2005 - 2008
Refco 1987 - 2005
United Airlines November 1995 - June 2003
Scudder Investments January 1998 - January 1999
Skills
Options, Trading, Trading Systems, Managed Futures, FX Options, Electronic Trading, Financial Markets, Investments, Commodity, Finance, Derivatives, Hedging, Alternative Investments, Currency, Trading Strategies, Portfolio Management, Proprietary Trading, Sales, Equities, Fixed Income, FINRA, Technical Analysis, Risk Management
Education
University of Illinois at Urbana-Champaign - College of Business
Daniels Trading February 2015 - Present
Stratus Trading January 2010 - January 2015
Daniels Trading January 2008 - January 2010
Strikepoint Trading 2005 - 2008
Refco 1987 - 2005
United Airlines November 1995 - June 2003
Scudder Investments January 1998 - January 1999
Skills
Options, Trading, Trading Systems, Managed Futures, FX Options, Electronic Trading, Financial Markets, Investments, Commodity, Finance, Derivatives, Hedging, Alternative Investments, Currency, Trading Strategies, Portfolio Management, Proprietary Trading, Sales, Equities, Fixed Income, FINRA, Technical Analysis, Risk Management
Education
University of Illinois at Urbana-Champaign - College of Business
Rory Naughton Rory Naughton's Scudder Investments Experience January 1998 - January 1999
Job Technology Sales Professional
Industry Computer Software
Experience
TIBCO Spotfire November 2013 - Present
Brainshark January 2013 - November 2013
OneSource Information Services May 2005 - December 2012
Impole Corporation January 2003 - 2005
SAP January 2000 - January 2002
EF Au Pair 2000 - 2001
Scudder Investments January 1998 - January 1999
Evergreen Investments 1997 - 1998
BayBanks January 1995 - January 1996
Skills
Salesforce.com, B2B, Account Management, New Business Development, Customer Relations, Email Marketing, Solution Selling, Cold Calling, Sales Process, SaaS, Juggling, Sales Enablement, CRM, Customer Service, Sales, Brainshark, Marketing Strategy, Management, Marketing, Direct Marketing
Education
University of London 1991 — 1995
BSC (Econ & Mgmt), Economics
University of London 1991 — 1995
Diploma; Diploma, Economic Science; Computer Information Systems
TIBCO Spotfire November 2013 - Present
Brainshark January 2013 - November 2013
OneSource Information Services May 2005 - December 2012
Impole Corporation January 2003 - 2005
SAP January 2000 - January 2002
EF Au Pair 2000 - 2001
Scudder Investments January 1998 - January 1999
Evergreen Investments 1997 - 1998
BayBanks January 1995 - January 1996
Skills
Salesforce.com, B2B, Account Management, New Business Development, Customer Relations, Email Marketing, Solution Selling, Cold Calling, Sales Process, SaaS, Juggling, Sales Enablement, CRM, Customer Service, Sales, Brainshark, Marketing Strategy, Management, Marketing, Direct Marketing
Education
University of London 1991 — 1995
BSC (Econ & Mgmt), Economics
University of London 1991 — 1995
Diploma; Diploma, Economic Science; Computer Information Systems
Robert J. Beal, AIF Robert J. Beal, AIF's Scudder Investments Experience April 1992 - September 1999
Job Regional Sales Director, Columbia Mangement
Industry Financial Services
Experience
Columbia Threadneedle Investments September 2000 - Present
Scudder Investments April 1992 - September 1999
Scudder, Stevens & Clark 1996 - 1999
Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts, Economics
Columbia Threadneedle Investments September 2000 - Present
Scudder Investments April 1992 - September 1999
Scudder, Stevens & Clark 1996 - 1999
Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts, Economics
Joshua Glazer's Scudder Investments Experience April 2000 - August 2002
Job Regional Sales Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Adam Needel Adam Needel's Scudder Investments Experience December 1991 - December 1994
Job Immediate Payment Initiative
Industry Banking
Experience
ACI Worldwide August 2015 - Present
ACI Worldwide - Wholesale Banking April 2007 - August 2015
ACI Worldwide - Wholesale Banking May 2000 - April 2007
LIBERTY FUNDS GROUP, INC./Colonial Management Associates June 1996 - May 2000
Putnam Investments January 1995 - June 1996
Scudder Investments December 1991 - December 1994
Skills
SDLC, Transaction Processing, Management, Electronic Payments, Business Analysis, Program Management, Banking, Quality Assurance, SEPA, Project Management, Product Management, Testing, Payment Systems, Payments, Software Documentation, Requirements Gathering, Business Requirements, Base24, EMV, Debit Cards, SWIFT payments, ISO8583, Leadership, Training
Education
University of Massachusetts, Amherst 1987 — 1991
BBA
Randolph High 1984 — 1987
Bachelors of Business Admin
ACI Worldwide August 2015 - Present
ACI Worldwide - Wholesale Banking April 2007 - August 2015
ACI Worldwide - Wholesale Banking May 2000 - April 2007
LIBERTY FUNDS GROUP, INC./Colonial Management Associates June 1996 - May 2000
Putnam Investments January 1995 - June 1996
Scudder Investments December 1991 - December 1994
Skills
SDLC, Transaction Processing, Management, Electronic Payments, Business Analysis, Program Management, Banking, Quality Assurance, SEPA, Project Management, Product Management, Testing, Payment Systems, Payments, Software Documentation, Requirements Gathering, Business Requirements, Base24, EMV, Debit Cards, SWIFT payments, ISO8583, Leadership, Training
Education
University of Massachusetts, Amherst 1987 — 1991
BBA
Randolph High 1984 — 1987
Bachelors of Business Admin
Ethel Myles-Henderson's Scudder Investments Experience August 1998 - September 2000
Job Legal Services Consultant and Professional
Industry Legal Services
Experience
Principal Financial Group March 2001 - March 2006
Scudder Investments August 1998 - September 2000
Prudential Financial April 1985 - August 1998
Education
The John Marshall Law School 1989 — 1994
Principal Financial Group March 2001 - March 2006
Scudder Investments August 1998 - September 2000
Prudential Financial April 1985 - August 1998
Education
The John Marshall Law School 1989 — 1994
James Rush's Scudder Investments Experience June 1997 - December 1999
Job National Accounts
Industry Financial Services
Experience
Meridian-IQ August 2010 - September 2015
Century Capital Mgmt December 2006 - July 2010
Eaton Vance December 1999 - December 2006
Scudder Investments June 1997 - December 1999
Skills
Alternative Investments, Mutual Funds, Strategy, Building Relationships, Sales, Investments, Wealth Management, Series 63, ETFs, Asset Management, Series 7, Asset Allocation, Superior Client Service, Financial Services, Equities, Securities, Portfolio Management, Strategic Partnerships, Connectivity
Education
Stonehill College 1989 — 1993
Bachelor of Arts (B.A.), Communication
Catholic Memorial High School 1985 — 1989
Meridian-IQ August 2010 - September 2015
Century Capital Mgmt December 2006 - July 2010
Eaton Vance December 1999 - December 2006
Scudder Investments June 1997 - December 1999
Skills
Alternative Investments, Mutual Funds, Strategy, Building Relationships, Sales, Investments, Wealth Management, Series 63, ETFs, Asset Management, Series 7, Asset Allocation, Superior Client Service, Financial Services, Equities, Securities, Portfolio Management, Strategic Partnerships, Connectivity
Education
Stonehill College 1989 — 1993
Bachelor of Arts (B.A.), Communication
Catholic Memorial High School 1985 — 1989
Henry Wu's Scudder Investments Experience October 2000 - February 2001
Job IT Business Partner at ACADIA Pharmaceuticals Inc.
Industry Biotechnology
Experience
ACADIA Pharmaceuticals Inc. November 2014 - Present
ecoATM April 2014 - November 2014
Amylin Pharmaceuticals March 2007 - January 2014
Amylin Pharmaceuticals March 2006 - March 2007
Amylin Pharmaceuticals March 2005 - March 2006
Hunter Industries April 2004 - February 2005
Morrison & Foerster LLP March 2004 - April 2004
EDS, an HP company March 2001 - September 2003
Scudder Investments October 2000 - February 2001
Susquehanna International Group September 1998 - July 2000
Skills
SharePoint, Visio, Process Improvement, MS Project, SDLC, Change Control, Project Management, Troubleshooting, Software Documentation, Change Management, ITIL, Validation, Project Planning, Business Intelligence, GxP, Program Management, Software Project..., Vendor Management, Quality Assurance, Cross-functional Team..., Integration, Project Portfolio..., 21 CFR Part 11, Business Analysis, Process Engineering
Education
University of California, Santa Barbara
B.A., Double Major in Business Economics and Political Science
ACADIA Pharmaceuticals Inc. November 2014 - Present
ecoATM April 2014 - November 2014
Amylin Pharmaceuticals March 2007 - January 2014
Amylin Pharmaceuticals March 2006 - March 2007
Amylin Pharmaceuticals March 2005 - March 2006
Hunter Industries April 2004 - February 2005
Morrison & Foerster LLP March 2004 - April 2004
EDS, an HP company March 2001 - September 2003
Scudder Investments October 2000 - February 2001
Susquehanna International Group September 1998 - July 2000
Skills
SharePoint, Visio, Process Improvement, MS Project, SDLC, Change Control, Project Management, Troubleshooting, Software Documentation, Change Management, ITIL, Validation, Project Planning, Business Intelligence, GxP, Program Management, Software Project..., Vendor Management, Quality Assurance, Cross-functional Team..., Integration, Project Portfolio..., 21 CFR Part 11, Business Analysis, Process Engineering
Education
University of California, Santa Barbara
B.A., Double Major in Business Economics and Political Science
Susan Branscombe Coyle's Scudder Investments Experience 1996 - 1998
Job Marketing Services Manager at Davis Advertising
Industry Marketing and Advertising
Experience
Davis Advertising January 2015 - Present
Health Monitor Network 2008 - 2013
EH Publishing 2006 - 2008
PTC 1999 - 2003
IDG Corporation 1998 - 1999
Scudder Investments 1996 - 1998
NMHCC - National Managed Health Care Congress 1992 - 1996
Skills
Marketing, Direct Marketing, Demand Generation, Enterprise Software, Strategic Partnerships, Marketing Automation, Product Marketing, Marketing Strategy, Product Launch
Education
University of Massachusetts, Amherst
Davis Advertising January 2015 - Present
Health Monitor Network 2008 - 2013
EH Publishing 2006 - 2008
PTC 1999 - 2003
IDG Corporation 1998 - 1999
Scudder Investments 1996 - 1998
NMHCC - National Managed Health Care Congress 1992 - 1996
Skills
Marketing, Direct Marketing, Demand Generation, Enterprise Software, Strategic Partnerships, Marketing Automation, Product Marketing, Marketing Strategy, Product Launch
Education
University of Massachusetts, Amherst
Peter Thanoukos's Scudder Investments Experience 2003 - 2005
Job Owner at Hub's Restaurant and GRK Greek Kitchen
Industry Restaurants
Experience
Hub's Restaurant and GRK Greek Kitchen 2013 - Present
US Bank June 2008 - November 2013
LaSalle Bank/ABN Amro May 2007 - May 2008
LaSalle Bank/ABN Amro April 2005 - April 2007
Scudder Investments 2003 - 2005
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
Hub's Restaurant and GRK Greek Kitchen 2013 - Present
US Bank June 2008 - November 2013
LaSalle Bank/ABN Amro May 2007 - May 2008
LaSalle Bank/ABN Amro April 2005 - April 2007
Scudder Investments 2003 - 2005
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
Brandy Boyington's Scudder Investments Experience September 1996 - June 1999
Job Experienced Marketing Professional
Industry Financial Services
Experience
Lord, Abbett & Co. September 2009 - February 2012
Lord, Abbett & Co. July 1999 - August 2009
Scudder Investments September 1996 - June 1999
Skills
Series 24, 7, 63, 65, Mutual Funds, Asset Management, Investment Strategies, Fixed Income, Due Diligence, Product Management, Equities, Separately Managed..., Series 7, Alternative Investments, Financial Services, Investments, Hedge Funds, Asset Managment, Investment Advisory, Portfolio Management, Marketing Communications, Risk Management, Asset Allocation, Securities, Series 63, Vendor Management, Marketing
Education
University of Maine 1991 — 1996
Lord, Abbett & Co. September 2009 - February 2012
Lord, Abbett & Co. July 1999 - August 2009
Scudder Investments September 1996 - June 1999
Skills
Series 24, 7, 63, 65, Mutual Funds, Asset Management, Investment Strategies, Fixed Income, Due Diligence, Product Management, Equities, Separately Managed..., Series 7, Alternative Investments, Financial Services, Investments, Hedge Funds, Asset Managment, Investment Advisory, Portfolio Management, Marketing Communications, Risk Management, Asset Allocation, Securities, Series 63, Vendor Management, Marketing
Education
University of Maine 1991 — 1996
Darwin Aguilo, AIF's Scudder Investments Experience January 1999 - January 2000
Job Investment Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2011 - Present
Mindful Living RCFE LLC January 2007 - May 2011
LPL Financial January 2000 - June 2006
Scudder Investments January 1999 - January 2000
Skills
Investments, Asset Management, Retirement, 401k, Series 7, Wealth Management, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Investment Strategies, series 66, Variable Annuities, Fixed Index Annuities, Fixed Annuities, REIT, BDCs, MLP, Hedge Funds, Managed Futures, Private Equity, Uniform Combined State...
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (BS), Business Management
LPL Financial May 2011 - Present
Mindful Living RCFE LLC January 2007 - May 2011
LPL Financial January 2000 - June 2006
Scudder Investments January 1999 - January 2000
Skills
Investments, Asset Management, Retirement, 401k, Series 7, Wealth Management, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Investment Strategies, series 66, Variable Annuities, Fixed Index Annuities, Fixed Annuities, REIT, BDCs, MLP, Hedge Funds, Managed Futures, Private Equity, Uniform Combined State...
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (BS), Business Management
Bob Muldoon's Scudder Investments Experience 1994 - 1997
Job Sr. Project Manager Professional Services at NetApp
Industry Financial Services
Experience
NetApp June 2008 - Present
Boston Stock Exchange July 2006 - January 2008
Boston Stock Exchange March 2003 - July 2006
Columbia Management Group (formerly Liberty Funds) 1998 - 2002
Scudder Investments 1994 - 1997
Education
Stonehill College
B.A., Political Science
UMass/Boston State College
M. Ed., Administration
NetApp June 2008 - Present
Boston Stock Exchange July 2006 - January 2008
Boston Stock Exchange March 2003 - July 2006
Columbia Management Group (formerly Liberty Funds) 1998 - 2002
Scudder Investments 1994 - 1997
Education
Stonehill College
B.A., Political Science
UMass/Boston State College
M. Ed., Administration
Kristine Codi (Kelly)'s Scudder Investments Experience 1994 - 1999
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank Of America June 2006 - Present
IXIS Service Company 1999 - 2005
IXIS 1999 - 2005
Scudder Investments 1994 - 1999
Scudder, Stevens & Clark February 1992 - 1994
Education
University of Massachusetts Dartmouth
Bank Of America June 2006 - Present
IXIS Service Company 1999 - 2005
IXIS 1999 - 2005
Scudder Investments 1994 - 1999
Scudder, Stevens & Clark February 1992 - 1994
Education
University of Massachusetts Dartmouth
Shirley Treff's Scudder Investments Experience 1995 - 1996
Job Software Engineer at Raytheon Technical Services Company
Industry Information Technology and Services
Experience
Raytheon Technical Services Company November 2009 - Present
eSped April 2006 - January 2009
Schneider Automation 1999 - 2004
PictureTel 1997 - 1999
Scudder Investments 1995 - 1996
Pencil Pushers 1990 - 1993
Skills
Lotus Domino
Education
State University of New York - System
Raytheon Technical Services Company November 2009 - Present
eSped April 2006 - January 2009
Schneider Automation 1999 - 2004
PictureTel 1997 - 1999
Scudder Investments 1995 - 1996
Pencil Pushers 1990 - 1993
Skills
Lotus Domino
Education
State University of New York - System
Paula McDougall's Scudder Investments Experience 1993 - 1999
Job Senior Operations/Service Manager
Industry Financial Services
Experience
Putnam Investments December 2000 - February 2009
Scudder Kemper Investments 1993 - 1999
Scudder Investments 1993 - 1999
Skills
Sales, Mutual Funds, Series 63, Relationship Management, Financial Services, Series 7, Securities, Customer Service, Asset Managment, Asset Allocation, Investments, Equities, Risk Management, Asset Management, Fixed Income, Wealth Management
Education
Tufts University 1977 — 1981
Putnam Investments December 2000 - February 2009
Scudder Kemper Investments 1993 - 1999
Scudder Investments 1993 - 1999
Skills
Sales, Mutual Funds, Series 63, Relationship Management, Financial Services, Series 7, Securities, Customer Service, Asset Managment, Asset Allocation, Investments, Equities, Risk Management, Asset Management, Fixed Income, Wealth Management
Education
Tufts University 1977 — 1981
Bill Tobey's Scudder Investments Experience October 1996 - October 2000
Job Insurance Reporting at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management August 2014 - Present
Deutsche Asset Management January 2006 - Present
Deutsche Asset Management January 2002 - January 2006
Zurich Scudder Investments October 2000 - January 2002
Scudder Investments October 1996 - October 2000
State Street Bank October 1995 - October 1996
Scudder Investments October 1993 - October 1995
Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds
Education
University of Massachusetts at Lowell 2008 — 2009
Graduate Certificate, Foundations of Business - Management
University of Massachusetts Lowell 1988 — 1992
BS, Business Management
Melrose High School 1985 — 1988
Deutsche Asset Management August 2014 - Present
Deutsche Asset Management January 2006 - Present
Deutsche Asset Management January 2002 - January 2006
Zurich Scudder Investments October 2000 - January 2002
Scudder Investments October 1996 - October 2000
State Street Bank October 1995 - October 1996
Scudder Investments October 1993 - October 1995
Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds
Education
University of Massachusetts at Lowell 2008 — 2009
Graduate Certificate, Foundations of Business - Management
University of Massachusetts Lowell 1988 — 1992
BS, Business Management
Melrose High School 1985 — 1988
Linda Tejpaul's Scudder Investments Experience 1996 - 1998
Job Magnolia Design Group LLC
Industry Financial Services
Experience
Magnolia Design Group LLC 2012 - Present
Gilder Gagnon Howe 1998 - June 2012
Scudder Investments 1996 - 1998
Skills
Landscape Design, Project Management, Editing, Customer Service, Research, Data Analysis, High Level Of..., Strategic Planning, Project Planning, Microsoft Office, Marketing Strategy
Education
New York Botanical Garden, Landscape Design 2011 — 2014
Certified, Landscape Design
New School University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
University of Madrid, Spain
Philosophy and Letters
University of Santiago, Guayaquil, Ecuador
Philosophy and Letters
Magnolia Design Group LLC 2012 - Present
Gilder Gagnon Howe 1998 - June 2012
Scudder Investments 1996 - 1998
Skills
Landscape Design, Project Management, Editing, Customer Service, Research, Data Analysis, High Level Of..., Strategic Planning, Project Planning, Microsoft Office, Marketing Strategy
Education
New York Botanical Garden, Landscape Design 2011 — 2014
Certified, Landscape Design
New School University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
University of Madrid, Spain
Philosophy and Letters
University of Santiago, Guayaquil, Ecuador
Philosophy and Letters
Jennifer Sniderman's Scudder Investments Experience 1996 - 2001
Job Director, Employee Communications
Industry Consumer Goods
Experience
The Hershey Company November 2013 - Present
Sprint October 2001 - October 2013
KC/IABC 2007 - 2009
Scudder Investments 1996 - 2001
Skills
Strategic Planning, Staff Development, Internal Communications, Corporate Communications, Social Media, Newsletters, Messaging, Strategic Communications, Crisis Communications, Media Relations, Speech Writing, Communication Training, Marketing Communications, Employee Engagement, Public Relations, Press Releases, Change Management, Event Management, Social Media Marketing, Brand Management, Leadership, Social Networking, Strategy, Integrated Marketing, Program Management, Management, Talent Management, Communications Planning, Cross-functional Team..., Human Resources, Strategic Partnerships, Thought Leadership, Enterprise Software, Content Management
Education
The University of Chicago 1996 — 1998
Certificate program, Interactive Media and Online Communications
University of Kansas 1991 — 1995
Bachelor of Science, Liberal Arts
The Hershey Company November 2013 - Present
Sprint October 2001 - October 2013
KC/IABC 2007 - 2009
Scudder Investments 1996 - 2001
Skills
Strategic Planning, Staff Development, Internal Communications, Corporate Communications, Social Media, Newsletters, Messaging, Strategic Communications, Crisis Communications, Media Relations, Speech Writing, Communication Training, Marketing Communications, Employee Engagement, Public Relations, Press Releases, Change Management, Event Management, Social Media Marketing, Brand Management, Leadership, Social Networking, Strategy, Integrated Marketing, Program Management, Management, Talent Management, Communications Planning, Cross-functional Team..., Human Resources, Strategic Partnerships, Thought Leadership, Enterprise Software, Content Management
Education
The University of Chicago 1996 — 1998
Certificate program, Interactive Media and Online Communications
University of Kansas 1991 — 1995
Bachelor of Science, Liberal Arts
Jennifer Bryant's Scudder Investments Experience October 1995 - August 2000
Job Portfolio Management Assistant at US Trust, Bank of America
Industry Financial Services
Experience
US Trust, Bank of America August 2000 - Present
Scudder Investments October 1995 - August 2000
Northeast Career School 1995 - 2000
Skills
Wealth Management, Asset Allocation, Compliance, Portfolio Management, Investment Strategies
Education
Southern New Hampshire University 2001 — 2003
Business Administration
US Trust, Bank of America August 2000 - Present
Scudder Investments October 1995 - August 2000
Northeast Career School 1995 - 2000
Skills
Wealth Management, Asset Allocation, Compliance, Portfolio Management, Investment Strategies
Education
Southern New Hampshire University 2001 — 2003
Business Administration
Dan Janiszewski's Scudder Investments Experience August 1998 - August 2001
Job Regional Retirement Specialist (IL) / Director Of Sales for Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group June 2003 - Present
Pan-American Life Insurance Company August 2001 - May 2003
Scudder Investments August 1998 - August 2001
Skills
Retirement, Retirement Planning, Employee Benefits, Sales Management, New Business Development, Defined Benefit, Marketing, Pensions
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Bachelor's Degree
Marist High School
Principal Financial Group June 2003 - Present
Pan-American Life Insurance Company August 2001 - May 2003
Scudder Investments August 1998 - August 2001
Skills
Retirement, Retirement Planning, Employee Benefits, Sales Management, New Business Development, Defined Benefit, Marketing, Pensions
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Bachelor's Degree
Marist High School
Gail Sheldon's Scudder Investments Experience May 1993 - June 2002
Job Marketing Consultant/Contractor at Available for work
Industry Financial Services
Experience
Available for work August 2008 - Present
Bank of America February 2008 - July 2008
Fidelity Investments June 2006 - January 2008
Scudder Investments May 1993 - June 2002
The Chase Manhattan Bank April 1989 - May 1993
Education
University at Albany, SUNY 1979 — 1982
Available for work August 2008 - Present
Bank of America February 2008 - July 2008
Fidelity Investments June 2006 - January 2008
Scudder Investments May 1993 - June 2002
The Chase Manhattan Bank April 1989 - May 1993
Education
University at Albany, SUNY 1979 — 1982
Christina Tyshenko's Scudder Investments Experience 1997 - 1999
Job Associate Vice President, Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Griffin Capital Securities, Inc May 2011 - Present
Priority Capital Group October 2010 - February 2011
Guggenheim Partners June 2009 - October 2010
Van Kampen Investments August 2005 - January 2009
Van Kampen Investments 2003 - 2005
Van Kampen Investments June 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Securities, FINRA, Series 7, Mutual Funds, ETFs, Series 6, Series 63, Alternative Investments
Education
University of Iowa 1990 — 1994
Janine Riccardulli's Scudder Investments Experience 1992 - 2002
Job HR Manager, Employee Relations at Mediaocean
Industry Computer Software
Experience
Mediaocean May 2012 - Present
Mediaocean March 2007 - May 2012
Hersh & Fowler-Cruz, LLP May 2003 - January 2007
Scudder Investments 1992 - 2002
Skills
Change Management, Recruiting, Employee Relations, Benefits Administration, Onboarding, Performance Management, HRIS, Human Resources, Talent Management, Customer Service, Technical Recruiting, Talent Acquisition, Strategy, Management, Employee Benefits
Education
State University of New York at New Paltz 1986 — 1990
BA, Political Science, Business Administration
Mediaocean May 2012 - Present
Mediaocean March 2007 - May 2012
Hersh & Fowler-Cruz, LLP May 2003 - January 2007
Scudder Investments 1992 - 2002
Skills
Change Management, Recruiting, Employee Relations, Benefits Administration, Onboarding, Performance Management, HRIS, Human Resources, Talent Management, Customer Service, Technical Recruiting, Talent Acquisition, Strategy, Management, Employee Benefits
Education
State University of New York at New Paltz 1986 — 1990
BA, Political Science, Business Administration
Kelly True, PHR, SHRM-CP's Scudder Investments Experience 1998 - 2003
Job Head of Talent, North America at EC
Industry Human Resources
Experience
EC USA November 2012 - Present
ADP TotalSource October 2007 - November 2012
Scudder Investments 1998 - 2003
Skills
Employee Benefits, Employee Relations, Employee Engagement, Employee Handbooks, Training, Compliance, Benefits Administration, Talent Acquisition, HRIS, Performance Management, Deferred Compensation, Human Resources, Personnel Management, Onboarding, HR Policies, Payroll, Talent Management
Education
Southern NH University 2003 — 2005
Master's degree, Organizational Leadership
Southern New Hampshire University 1993 — 1995
Bachelor's degree, Marketing
EC USA November 2012 - Present
ADP TotalSource October 2007 - November 2012
Scudder Investments 1998 - 2003
Skills
Employee Benefits, Employee Relations, Employee Engagement, Employee Handbooks, Training, Compliance, Benefits Administration, Talent Acquisition, HRIS, Performance Management, Deferred Compensation, Human Resources, Personnel Management, Onboarding, HR Policies, Payroll, Talent Management
Education
Southern NH University 2003 — 2005
Master's degree, Organizational Leadership
Southern New Hampshire University 1993 — 1995
Bachelor's degree, Marketing
Heather Frye's Scudder Investments Experience 1992 - 1999
Job Instructional Design Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1999 - Present
Scudder Investments 1992 - 1999
Skills
Performance Consulting, Needs Analysis
Education
University of Massachusetts Lowell 1987 — 1991
English
Fidelity Investments August 1999 - Present
Scudder Investments 1992 - 1999
Skills
Performance Consulting, Needs Analysis
Education
University of Massachusetts Lowell 1987 — 1991
English
Kelly Cornwell's Scudder Investments Experience 2000 - 2002
Job Retirement Plan Consultant at Third Party Administrators
Industry Financial Services
Experience
Third Party Administrators September 2006 - Present
Baldwin & Clarke Retirement Services June 2004 - September 2006
Northeast Planning Services 2002 - 2004
Scudder Investments 2000 - 2002
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Defined Contribution, Pensions, Defined Benefit, Retirement Planning, Investment Advisory, Qualified Retirement...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Communications
Third Party Administrators September 2006 - Present
Baldwin & Clarke Retirement Services June 2004 - September 2006
Northeast Planning Services 2002 - 2004
Scudder Investments 2000 - 2002
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Defined Contribution, Pensions, Defined Benefit, Retirement Planning, Investment Advisory, Qualified Retirement...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Communications
Anne Mahoney's Scudder Investments Experience January 1996 - January 1999
Job Director of Investment Marketing
Industry Investment Management
Experience
Wellington Management December 2009 - Present
Wellington Management September 2006 - December 2009
Wellington Management January 1999 - September 2006
Scudder Investments January 1996 - January 1999
NatWest Markets February 1994 - January 1996
PanAgora Asset Management August 1994 - February 1995
Skills
Asset Managment, Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Journalism and English Literature
Wellington Management December 2009 - Present
Wellington Management September 2006 - December 2009
Wellington Management January 1999 - September 2006
Scudder Investments January 1996 - January 1999
NatWest Markets February 1994 - January 1996
PanAgora Asset Management August 1994 - February 1995
Skills
Asset Managment, Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Journalism and English Literature
Elizabeth Ferreri's Scudder Investments Experience 1999 - 2003
Job Regional Vice President, CIMA at Jackson National Life
Industry Financial Services
Experience
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Jackson National Life February 2009 - Present
AXA Equitable February 2006 - February 2009
AXA Distributors 2006 - 2009
Scudder Investments 1999 - 2003
DWS Scudder 1999 - 2003
Education
University of Kentucky
Bachelor, Finance
Nichola Clay's Scudder Investments Experience October 1997 - January 2000
Job Business Analyst
Industry Telecommunications
Experience
Sprint June 2003 - Present
Sprint Nextel March 2007 - May 2008
Sprint March 2006 - March 2007
Sprint June 2005 - March 2006
Sprint June 2003 - June 2005
General Electric July 2002 - June 2003
Asurant Technologies, Inc. May 2000 - July 2002
Scudder Investments October 1997 - January 2000
Putnam Investments March 1995 - October 1997
Putnam Investments August 1994 - March 1996
Education
University of Massachusetts Boston 1989 — 1993
Sprint June 2003 - Present
Sprint Nextel March 2007 - May 2008
Sprint March 2006 - March 2007
Sprint June 2005 - March 2006
Sprint June 2003 - June 2005
General Electric July 2002 - June 2003
Asurant Technologies, Inc. May 2000 - July 2002
Scudder Investments October 1997 - January 2000
Putnam Investments March 1995 - October 1997
Putnam Investments August 1994 - March 1996
Education
University of Massachusetts Boston 1989 — 1993
Bill Barsanti's Scudder Investments Experience 1999 - 2003
Job Principal at SwanDog Strategic Marketing
Industry Financial Services
Experience
SwanDog Strategic Marketing April 2006 - Present
Scudder Investments 1999 - 2003
Zurich Kemper Investments 1996 - 1999
Ogilvy & Mather 1989 - 1996
Skills
Advertising, Marketing Strategy, Brand Development, Executive Management, Financial Services, Digital Marketing, Backgammon, Integrated Marketing, Strategy, Brand Architecture, Finance, Trivia, Management
Education
University of Colorado Boulder
BA, Communications and Marketing
SwanDog Strategic Marketing April 2006 - Present
Scudder Investments 1999 - 2003
Zurich Kemper Investments 1996 - 1999
Ogilvy & Mather 1989 - 1996
Skills
Advertising, Marketing Strategy, Brand Development, Executive Management, Financial Services, Digital Marketing, Backgammon, Integrated Marketing, Strategy, Brand Architecture, Finance, Trivia, Management
Education
University of Colorado Boulder
BA, Communications and Marketing
Marianne Gaffney's Scudder Investments Experience 1998 - 1999
Job Senior Director of Compensation, Benefits, and HRIS at Insulet
Industry Biotechnology
Experience
Insulet Corporation January 2015 - Present
Tufts Health Plan February 2008 - Present
Hologic July 2002 - January 2008
Avid Technology, Inc. 1999 - 2000
Scudder Investments 1998 - 1999
First Data Investor Services Group 1992 - 1998
Skills
HRIS, Management, Compensation, Employee Benefits, Process Improvement, Onboarding, Performance Management, Employee Relations, Deferred Compensation, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1988
Insulet Corporation January 2015 - Present
Tufts Health Plan February 2008 - Present
Hologic July 2002 - January 2008
Avid Technology, Inc. 1999 - 2000
Scudder Investments 1998 - 1999
First Data Investor Services Group 1992 - 1998
Skills
HRIS, Management, Compensation, Employee Benefits, Process Improvement, Onboarding, Performance Management, Employee Relations, Deferred Compensation, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1988
Jim Nestor, AIF®'s Scudder Investments Experience March 2000 - July 2003
Job Chief Compliance Officer at Sentinel Securities, Inc / Sentinel Pension Advisors, Inc.
Industry Financial Services
Experience
Sentinel Securities, Inc / Sentinel Pension Advisors, Inc. January 2011 - Present
City of Malden January 2007 - Present
Nestor Consulting Services March 2009 - January 2011
Investors Capital Corp. July 2003 - March 2009
Scudder Investments March 2000 - July 2003
New England Financial April 1998 - March 2000
Jeffrson Pilot Securities Corporation April 1997 - April 1998
HJ Meyers & Co. October 1995 - March 1997
Fidelity Investments January 1993 - October 1995
Skills
Process Improvement, Financial Services, Employee Benefits, Retirement Planning, Securities, Public Speaking, Investment Management, Insurance, Retirement, Mutual Funds, Strategic Financial..., Financial Advisory, Contract Negotiation, Compliance, Financial Risk, Risk Management, Series 7
Education
Suffolk University 1986 — 1990
BSBA, Marketing
Wharton CRCP
Sentinel Securities, Inc / Sentinel Pension Advisors, Inc. January 2011 - Present
City of Malden January 2007 - Present
Nestor Consulting Services March 2009 - January 2011
Investors Capital Corp. July 2003 - March 2009
Scudder Investments March 2000 - July 2003
New England Financial April 1998 - March 2000
Jeffrson Pilot Securities Corporation April 1997 - April 1998
HJ Meyers & Co. October 1995 - March 1997
Fidelity Investments January 1993 - October 1995
Skills
Process Improvement, Financial Services, Employee Benefits, Retirement Planning, Securities, Public Speaking, Investment Management, Insurance, Retirement, Mutual Funds, Strategic Financial..., Financial Advisory, Contract Negotiation, Compliance, Financial Risk, Risk Management, Series 7
Education
Suffolk University 1986 — 1990
BSBA, Marketing
Wharton CRCP
Dugan Fife's Scudder Investments Experience 2003 - 2004
Job National Sales Mgr at Hines Securities
Industry Financial Services
Experience
Hines Securities July 2004 - Present
Scudder Investments 2003 - 2004
Scudder Investments 2002 - 2002
Skills
Series 63, Series 7, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Securities, Wealth Management, Asset Allocation, Asset Managment, Retirement, Portfolio Management, Fixed Annuities, Series 24, Strategic Financial..., Series 6
Education
University of Michigan 1992 — 1996
Bachelor of Arts (BA)
University of Michigan
Hines Securities July 2004 - Present
Scudder Investments 2003 - 2004
Scudder Investments 2002 - 2002
Skills
Series 63, Series 7, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Securities, Wealth Management, Asset Allocation, Asset Managment, Retirement, Portfolio Management, Fixed Annuities, Series 24, Strategic Financial..., Series 6
Education
University of Michigan 1992 — 1996
Bachelor of Arts (BA)
University of Michigan
E. J. Orr's Scudder Investments Experience 1985 - 2004
Job Director at Wayne Hummer Investments
Industry Financial Services
Experience
Wayne Hummer Investments Regional Sales ManagerWintrust Wealth Management2004 - Present
Scudder Investments 1985 - 2004
Scudder Kemper Investments 1985 - 2002
Education
Southern Methodist University 1979 — 1983
Wayne Hummer Investments Regional Sales ManagerWintrust Wealth Management2004 - Present
Scudder Investments 1985 - 2004
Scudder Kemper Investments 1985 - 2002
Education
Southern Methodist University 1979 — 1983
Allison Haupt's Scudder Investments Experience November 1996 - January 1999
Job Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Lord, Abbett & Co. LLC April 2015 - Present
Lord Abbett February 1999 - March 2015
Scudder Investments November 1996 - January 1999
RogersCasey October 1995 - January 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Business
Trinity College-Hartford 1990 — 1992
BA, Economics and Sociology
Michelle Ordway's Scudder Investments Experience 1995 - 2003
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
ADP Retirement Services 2003 - 2005
Scudder Investments 1995 - 2003
Skills
401k, Retirement, Relationship Management, Employee Benefits, Defined Contribution, Process Improvement, Alternative Investments, Insurance, Benefits Administration, Series 24, Employee Relations, Financial Services, Investment Advisory, PeopleSoft, Strategic Financial..., Retirement Planning, Management
Education
Southern New Hampshire University 1992 — 1994
Associate's degree, Business Administration
Fidelity Investments June 2005 - Present
ADP Retirement Services 2003 - 2005
Scudder Investments 1995 - 2003
Skills
401k, Retirement, Relationship Management, Employee Benefits, Defined Contribution, Process Improvement, Alternative Investments, Insurance, Benefits Administration, Series 24, Employee Relations, Financial Services, Investment Advisory, PeopleSoft, Strategic Financial..., Retirement Planning, Management
Education
Southern New Hampshire University 1992 — 1994
Associate's degree, Business Administration
Andrea Larkin's Scudder Investments Experience July 1996 - May 2007
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
Fidelity Investments August 2011 - Present
Fidelity Investments June 2008 - July 2011
Fidelity Investments June 2007 - May 2008
Scudder Investments July 1996 - May 2007
Education
University of California, San Diego 1991 — 1994
Dave Montanez's Scudder Investments Experience 1994 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Cahners Business Information 1997 - 2000
Scudder Investments 1994 - 1997
The Chase Manhattan Bank 1991 - 1993
Salomon Brothers 1989 - 1991
Education
State University of New York at New Paltz 1976 — 1980
Computer Science/Communication Arts
Cahners Business Information 1997 - 2000
Scudder Investments 1994 - 1997
The Chase Manhattan Bank 1991 - 1993
Salomon Brothers 1989 - 1991
Education
State University of New York at New Paltz 1976 — 1980
Computer Science/Communication Arts
Charlie Cilley's Scudder Investments Experience 1992 - 1995
Job Account Manager at CNE Direct
Industry Computer Hardware
Experience
CNE Direct February 2008 - Present
Converge November 1999 - March 2007
Fidelity Investments 1995 - 1999
Scudder Investments 1992 - 1995
Skills
Account Management, Channel, Sales Management, New Business Development, International Sales
Education
University of Maine 1986 — 1990
BA, Communications
Staples 1983 — 1986
CNE Direct February 2008 - Present
Converge November 1999 - March 2007
Fidelity Investments 1995 - 1999
Scudder Investments 1992 - 1995
Skills
Account Management, Channel, Sales Management, New Business Development, International Sales
Education
University of Maine 1986 — 1990
BA, Communications
Staples 1983 — 1986
Annmarie Grigas's Scudder Investments Experience May 2002 - August 2003
Job Senior Performance Analyst at Prime, Buchholz & Associates
Industry Financial Services
Experience
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Prime, Buchholz & Associates August 2003 - Present
Scudder Investments May 2002 - August 2003
Fidelity Investments May 2000 - May 2002
Skills
Bloomberg, Alternative Investments, Asset Management, Investments, Asset Allocation, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Equity Research, Financial Modeling, Financial Analysis, Performance Attribution
Education
Southern New Hampshire University 2005 — 2010
Global MBA, Masters of Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
Bachelor of Science, Business Administration
Jesus (JC) Cabrera's Scudder Investments Experience 1999 - 2002
Job Senior Vice President/ Senior Portfolio Manager at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management April 2014 - Present
AllianceBernstein March 2007 - April 2014
Entrust Management LLC 2002 - 2007
Scudder Investments 1999 - 2002
State Street Research 1996 - 1999
JP Morgan Chase 1989 - 1996
SunTrust Bank 1984 - 1989
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science and Economics (BSE), Finance
UBS Wealth Management April 2014 - Present
AllianceBernstein March 2007 - April 2014
Entrust Management LLC 2002 - 2007
Scudder Investments 1999 - 2002
State Street Research 1996 - 1999
JP Morgan Chase 1989 - 1996
SunTrust Bank 1984 - 1989
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science and Economics (BSE), Finance
Robert Steger's Scudder Investments Experience 1997 - 1999
Job VP Sales Folio Institutional at FOLIOfn
Industry Financial Services
Experience
FOLIOfn June 2010 - Present
Broadcort Correspondent Clearing, Merrill Lynch April 2007 - June 2010
National Financial December 2004 - April 2006
Correspondent Services Corporation May 2001 - December 2004
Scudder Investments 1997 - 1999
Citicorp Investment Services 1991 - 1994
Skills
Strategy, Start-ups, Investments, Sales, Securities, Executive Management, Budgets, Training, Mutual Funds, Financial Services, Wealth Management
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), History
FOLIOfn June 2010 - Present
Broadcort Correspondent Clearing, Merrill Lynch April 2007 - June 2010
National Financial December 2004 - April 2006
Correspondent Services Corporation May 2001 - December 2004
Scudder Investments 1997 - 1999
Citicorp Investment Services 1991 - 1994
Skills
Strategy, Start-ups, Investments, Sales, Securities, Executive Management, Budgets, Training, Mutual Funds, Financial Services, Wealth Management
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), History
Jeff Supple, CFP®'s Scudder Investments Experience September 1995 - August 2001
Job Vice President & Trust Officer | Financial Planning | Retirement Income Planning | Investment Management
Industry Investment Management
Experience
State Bank of Cross Plains September 2001 - Present
Alzheimer's & Dementia Alliance of Wisconsin September 2003 - Present
Scudder Investments September 1995 - August 2001
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement, Estate Planning, Asset Management, IRAs, Asset Allocation, Investment Advisory, 401k, Banking, Series 7, 401k Rollovers, Qualified Retirement..., Personal Financial..., Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
State Bank of Cross Plains September 2001 - Present
Alzheimer's & Dementia Alliance of Wisconsin September 2003 - Present
Scudder Investments September 1995 - August 2001
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement, Estate Planning, Asset Management, IRAs, Asset Allocation, Investment Advisory, 401k, Banking, Series 7, 401k Rollovers, Qualified Retirement..., Personal Financial..., Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Tadas Misiunas's Scudder Investments Experience September 1995 - August 2005
Job Managing Director
Industry Financial Services
Experience
U.S. Global Investors June 2015 - Present
AFAM Capital, Inc. January 2014 - June 2015
U.S. Global Investors July 2011 - December 2013
DWS Investments/Deutsche Bank August 2005 - July 2011
Scudder Investments September 1995 - August 2005
Skills
Portfolio Management, Securities, Investment Advisory, Investment Management, Retirement Planning, Investment Strategies, Equities, Fixed Income, Hedge Funds, Morningstar, Series 6, Fluent in Lithuanian, Fluent in Russian, ETFs, Investments, Asset Management, Asset Allocation, Series 63, Series 7, Alternative Investments, Mutual Funds
Education
University of Illinois at Chicago 1991 — 1995
BS, Finance
Vilnius
U.S. Global Investors June 2015 - Present
AFAM Capital, Inc. January 2014 - June 2015
U.S. Global Investors July 2011 - December 2013
DWS Investments/Deutsche Bank August 2005 - July 2011
Scudder Investments September 1995 - August 2005
Skills
Portfolio Management, Securities, Investment Advisory, Investment Management, Retirement Planning, Investment Strategies, Equities, Fixed Income, Hedge Funds, Morningstar, Series 6, Fluent in Lithuanian, Fluent in Russian, ETFs, Investments, Asset Management, Asset Allocation, Series 63, Series 7, Alternative Investments, Mutual Funds
Education
University of Illinois at Chicago 1991 — 1995
BS, Finance
Vilnius
Kent Amos's Scudder Investments Experience 1990 - 2011
Job Registered Rep Kovack Securities
Industry Financial Services
Experience
Investment Professionals, Inc. November 2013 - Present
Scudder Investments 1990 - 2011
Scudder Investments 1990 - 2011
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Series 7, Wealth Management, 401k, FINRA, IRAs, Asset Allocation, Life Insurance, Retirement, Series 63, Variable Annuities, Securities, Investments, Risk Management, Investment Advisory, Alternative Investments
Education
University of Alabama 1979 — 1984
Corp Finance, Business
Investment Professionals, Inc. November 2013 - Present
Scudder Investments 1990 - 2011
Scudder Investments 1990 - 2011
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Series 7, Wealth Management, 401k, FINRA, IRAs, Asset Allocation, Life Insurance, Retirement, Series 63, Variable Annuities, Securities, Investments, Risk Management, Investment Advisory, Alternative Investments
Education
University of Alabama 1979 — 1984
Corp Finance, Business
Gary Wallberg CFP's Scudder Investments Experience 2000 - 2003
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
Chad LaTour's Scudder Investments Experience April 1999 - December 2000
Job Regional Manager at Lord, Abbett & Co. L.L.C.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Anthony Cavlov's Scudder Investments Experience 2000 - 2003
Job Portfolio Manager, Delta Capital Management
Industry Financial Services
Experience
Delta Capital Management May 2005 - Present
ING Investment Management March 2003 - April 2005
Scudder Investments 2000 - 2003
Dreman Value Management 1993 - 2000
Education
Thomas Edison State College
Bachelor of Science (BS), Finance
Thomas Edison State College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Delta Capital Management May 2005 - Present
ING Investment Management March 2003 - April 2005
Scudder Investments 2000 - 2003
Dreman Value Management 1993 - 2000
Education
Thomas Edison State College
Bachelor of Science (BS), Finance
Thomas Edison State College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
sean carmickle's Scudder Investments Experience February 2000 - May 2002
Job Managing Regional DirectorPacific Northwest for Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Asset Management February 2010 - Present
Natixis Global Associates November 2004 - February 2010
Boston Capital August 2002 - November 2004
Scudder Investments February 2000 - May 2002
Skills
Investments, Management, Sales, Retirement, Sales Operations, Financial Advisory, Budgets, Team Leadership, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies and Small Business
University of Massachusetts Boston 1994 — 1999
BS, Economics
situate high school
Natixis Global Asset Management February 2010 - Present
Natixis Global Associates November 2004 - February 2010
Boston Capital August 2002 - November 2004
Scudder Investments February 2000 - May 2002
Skills
Investments, Management, Sales, Retirement, Sales Operations, Financial Advisory, Budgets, Team Leadership, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies and Small Business
University of Massachusetts Boston 1994 — 1999
BS, Economics
situate high school
Paul Gamble's Scudder Investments Experience 1998 - 2000
Job Executive Vice President, Distribution & Institutional Services at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Tim Everitt, CFA's Scudder Investments Experience 1990 - 1995
Job ...
Industry Financial Services
Experience
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
Colleen Palmer's Scudder Investments Experience 2000 - 2003
Job Senior Product Development Leader
Industry Pharmaceuticals
Experience
Argus Health Systems March 2007 - Present
DST Systems October 2004 - February 2007
DST Systems January 2003 - September 2003
Scudder Investments 2000 - 2003
Skills
Leadership, Software Documentation, Training, Analysis, Management, Product Development, Research, Mutual Funds, Marketing, Cross-functional Team..., Pharmacy Benefit..., Healthcare, Business Analysis, Project Management, Managed Care, Process Improvement
Education
University of Missouri-Kansas City 1985 — 1989
BBA, Marketing
Argus Health Systems March 2007 - Present
DST Systems October 2004 - February 2007
DST Systems January 2003 - September 2003
Scudder Investments 2000 - 2003
Skills
Leadership, Software Documentation, Training, Analysis, Management, Product Development, Research, Mutual Funds, Marketing, Cross-functional Team..., Pharmacy Benefit..., Healthcare, Business Analysis, Project Management, Managed Care, Process Improvement
Education
University of Missouri-Kansas City 1985 — 1989
BBA, Marketing
Stu Sherman's Scudder Investments Experience 1994 - 1997
Job IBM
Industry Financial Services
Experience
IBM Global Process Services April 2012 - Present
State Street June 1997 - April 2012
Scudder Investments 1994 - 1997
Education
University of Denver 1991 — 1993
Masters, Telecommunications
Westfield State College 1982 — 1986
BS, Computer Science
IBM Global Process Services April 2012 - Present
State Street June 1997 - April 2012
Scudder Investments 1994 - 1997
Education
University of Denver 1991 — 1993
Masters, Telecommunications
Westfield State College 1982 — 1986
BS, Computer Science
Chris Callis's Scudder Investments Experience 1995 - 1999
Job Senior Vice President, Group Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - July 2006
Fidelity Investments June 2003 - June 2006
Fidelity Investments September 2001 - May 2003
Scudder Investments 1995 - 1999
Education
Slippery Rock University of Pennsylvania 1984 — 1988
Bachelor of Science, Public Administration
Fidelity Investments May 2014 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - July 2006
Fidelity Investments June 2003 - June 2006
Fidelity Investments September 2001 - May 2003
Scudder Investments 1995 - 1999
Education
Slippery Rock University of Pennsylvania 1984 — 1988
Bachelor of Science, Public Administration
Mark Gerard's Scudder Investments Experience July 1997 - April 1999
Job Independent Branch Leader & Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Darrow DiBattista's Scudder Investments Experience 1995 - 1999
Job Manager Investment Analytics at State Street Investment Analytics
Industry Investment Management
Experience
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
William Fox's Scudder Investments Experience 1998 - 1999
Job Director, Data Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments June 2008 - June 2012
TreeTop Technologies, Inc. 2007 - 2008
Axis Technology LLC September 2005 - February 2007
Collaborative Consulting 2003 - 2006
Prospectiv January 2000 - January 2003
Scudder Kemper Investments 1998 - January 2000
Scudder Investments 1998 - 1999
CSC Consulting June 1994 - September 1996
DMR Consulting 1988 - 1994
Skills
Data Modeling, Data Warehousing, System Architecture, Database Design, Business Intelligence, Architecture, Data, Business Analysis, Software Development, Oracle, Enterprise Architecture, SOA, SDLC, Databases, Agile Methodologies, SQL, Data Analysis, Data Architecture, Java, Analysis, Systems Analysis
Education
University of Maryland Baltimore County 1984 — 1985
BS, Information Systems
Fidelity Investments July 2012 - Present
Fidelity Investments June 2008 - June 2012
TreeTop Technologies, Inc. 2007 - 2008
Axis Technology LLC September 2005 - February 2007
Collaborative Consulting 2003 - 2006
Prospectiv January 2000 - January 2003
Scudder Kemper Investments 1998 - January 2000
Scudder Investments 1998 - 1999
CSC Consulting June 1994 - September 1996
DMR Consulting 1988 - 1994
Skills
Data Modeling, Data Warehousing, System Architecture, Database Design, Business Intelligence, Architecture, Data, Business Analysis, Software Development, Oracle, Enterprise Architecture, SOA, SDLC, Databases, Agile Methodologies, SQL, Data Analysis, Data Architecture, Java, Analysis, Systems Analysis
Education
University of Maryland Baltimore County 1984 — 1985
BS, Information Systems
Carl Swenson's Scudder Investments Experience 1994 - 2000
Job Actively Seeking
Industry Financial Services
Experience
Veritude/Fidelity Investments December 2014 - May 2015
Fidelity Investments June 2000 - June 2013
Fidelity Investments 2005 - 2009
Fidelity Investments 2000 - 2005
Scudder Investments 1994 - 2000
Scudder Investments 1994 - 2000
Skills
401k, Mutual Funds, Project Management, Defined Benefit, Financial Services, Retirement, Pensions, Series 7, Defined Contribution, Retirement Planning, Series 6, Investment Advisory, Relationship Management, Series 63, Business Analysis, Management, Process Improvement, Strategy, Vendor Management, Employee Benefits, Investments, Sales, Risk Management, Benefits Administration, Leadership, Portfolio Management, Wealth Management, Strategic Planning, Securities, Customer Service, SDLC, Visio, Asset Management, Microsoft Office
Education
University of New Hampshire
Veritude/Fidelity Investments December 2014 - May 2015
Fidelity Investments June 2000 - June 2013
Fidelity Investments 2005 - 2009
Fidelity Investments 2000 - 2005
Scudder Investments 1994 - 2000
Scudder Investments 1994 - 2000
Skills
401k, Mutual Funds, Project Management, Defined Benefit, Financial Services, Retirement, Pensions, Series 7, Defined Contribution, Retirement Planning, Series 6, Investment Advisory, Relationship Management, Series 63, Business Analysis, Management, Process Improvement, Strategy, Vendor Management, Employee Benefits, Investments, Sales, Risk Management, Benefits Administration, Leadership, Portfolio Management, Wealth Management, Strategic Planning, Securities, Customer Service, SDLC, Visio, Asset Management, Microsoft Office
Education
University of New Hampshire
Shawn Rowe's Scudder Investments Experience 1989 - 1996
Job Supervisor at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
Kerry O'Connell's Scudder Investments Experience 1984 - 1997
Job VP, Business Support and Change Management at Bank of America
Industry Financial Services
Experience
Bank of America March 2004 - Present
Putnam Investments 1998 - 2001
Scudder Investments 1984 - 1997
Education
Trinity University-Washington
Bachelor's degree, Psychology
Bank of America March 2004 - Present
Putnam Investments 1998 - 2001
Scudder Investments 1984 - 1997
Education
Trinity University-Washington
Bachelor's degree, Psychology
Lauren Whittier's Scudder Investments Experience 1996 - 1999
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Scudder Investments 1996 - 1999
Skills
Mutual Funds, Asset Management, Securities, Investments, Financial Services, Investment Management, Risk Management, FINRA
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Arts, Art History
Fidelity Investments 1999 - Present
Scudder Investments 1996 - 1999
Skills
Mutual Funds, Asset Management, Securities, Investments, Financial Services, Investment Management, Risk Management, FINRA
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelor of Arts, Art History
Paul Henry's Scudder Investments Experience 2000 - 2001
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Jason Wiggs's Scudder Investments Experience July 2000 - October 2003
Job Software Engineer at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies June 2013 - Present
Nokia Inc June 2010 - May 2012
Novarra June 2008 - June 2010
JPMorgan Chase May 2005 - June 2006
Scudder Investments July 2000 - October 2003
DG Systems October 1998 - February 2000
Skills
Mobile Applications, Agile Methodologies, Unix, Management, C++, Linux, Wireless, Java, C, Software Development, XML, Mobile Devices, Git, Eclipse, Visual Studio, Programming, Subversion, JavaScript
Education
University of Illinois at Chicago 2008 — 2013
Pursuing Master's Degree, Computer Science, 3.2
University of Illinois at Chicago 1999 — 2000
Bachelor's Degree; Bachelor of Arts, Economics
The University of Kansas 1990 — 1995
none, Liberal Arts
CA Technologies June 2013 - Present
Nokia Inc June 2010 - May 2012
Novarra June 2008 - June 2010
JPMorgan Chase May 2005 - June 2006
Scudder Investments July 2000 - October 2003
DG Systems October 1998 - February 2000
Skills
Mobile Applications, Agile Methodologies, Unix, Management, C++, Linux, Wireless, Java, C, Software Development, XML, Mobile Devices, Git, Eclipse, Visual Studio, Programming, Subversion, JavaScript
Education
University of Illinois at Chicago 2008 — 2013
Pursuing Master's Degree, Computer Science, 3.2
University of Illinois at Chicago 1999 — 2000
Bachelor's Degree; Bachelor of Arts, Economics
The University of Kansas 1990 — 1995
none, Liberal Arts
Jeffrey Tippins's Scudder Investments Experience 1998 - 1999
Job AVP Network Operations at Randolph Savings Bank
Industry Banking
Experience
Randolph Savings Bank February 2014 - Present
Dean Bank October 2008 - February 2014
Lehman Brothers 2006 - 2008
Bank of Canton 2002 - 2006
Softrax 2000 - 2002
Central Vermont Public Service 1999 - 2000
Scudder Investments 1998 - 1999
Instinet Incorporated 1998 - 1998
Citizens Bank 1997 - 1998
Skills
Active Directory, Virtualization, Infrastructure, Integration, Troubleshooting, Project Management, Management, Storage Area Networks, Windows Server, Team Building, Wintel, SCOM, Enterprise Vault, SCCM, vSphere, VMware ESX, F5 BigIP, Citrix Metaframe, VMware Infrastructure, Disaster Recovery
Education
UMass Dartmouth 1986 — 1990
BA, Humanities / Social Science
Randolph Savings Bank February 2014 - Present
Dean Bank October 2008 - February 2014
Lehman Brothers 2006 - 2008
Bank of Canton 2002 - 2006
Softrax 2000 - 2002
Central Vermont Public Service 1999 - 2000
Scudder Investments 1998 - 1999
Instinet Incorporated 1998 - 1998
Citizens Bank 1997 - 1998
Skills
Active Directory, Virtualization, Infrastructure, Integration, Troubleshooting, Project Management, Management, Storage Area Networks, Windows Server, Team Building, Wintel, SCOM, Enterprise Vault, SCCM, vSphere, VMware ESX, F5 BigIP, Citrix Metaframe, VMware Infrastructure, Disaster Recovery
Education
UMass Dartmouth 1986 — 1990
BA, Humanities / Social Science
Rima Butros's Scudder Investments Experience September 1994 - June 2000
Job Accountant at Silmar Flooring
Industry Construction
Experience
Silmar Flooring Revenue Manager/BillingCommerce OneJuly 2000 - April 2002
Scudder Investments September 1994 - June 2000
Security Pacific Bank 1978 - 1992
Education
University of La Verne
BS, Business
University of California, Los Angeles
Certification, Accounting
Silmar Flooring Revenue Manager/BillingCommerce OneJuly 2000 - April 2002
Scudder Investments September 1994 - June 2000
Security Pacific Bank 1978 - 1992
Education
University of La Verne
BS, Business
University of California, Los Angeles
Certification, Accounting
Jason J. Crouch, CRPC®'s Scudder Investments Experience 2000 - 2001
Job Vice President Financial Advisor at Ziegler Wealth Management
Industry Investment Management
Experience
Ziegler Wealth Management September 2004 - Present
Merrill Lynch May 2001 - August 2004
Scudder Investments 2000 - 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Hononegah High School 1992 — 1996
Ziegler Wealth Management September 2004 - Present
Merrill Lynch May 2001 - August 2004
Scudder Investments 2000 - 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Hononegah High School 1992 — 1996
Carol Sczylvian's Scudder Investments Experience 1990 - 1992
Job Software Quality Analyst at Southern New Hampshire University
Industry Computer Software
Experience
Southern New Hampshire University February 2014 - Present
Allscripts July 2005 - February 2014
MsBS - Microsoft Business Solutions February 2002 - April 2004
Managed Ops 1999 - November 2001
Visibility July 1998 - June 1999
Epicor 1996 - 1998
BayBank February 1992 - March 1996
Scudder Investments 1990 - 1992
SunGard Financial Systems - Money Managment Systems Inc. 1988 - 1990
Skills
Requirements Analysis, HL7, SDLC, Software Quality..., Healthcare Information..., Software Implementation, Agile Methodologies, Visio, Software Project..., Microsoft SQL Server, Testing, Software Documentation, Test Planning, SQL, Quality Assurance
Education
University of Massachusetts Lowell 1980 — 1984
BS, Accounting
Southern New Hampshire University February 2014 - Present
Allscripts July 2005 - February 2014
MsBS - Microsoft Business Solutions February 2002 - April 2004
Managed Ops 1999 - November 2001
Visibility July 1998 - June 1999
Epicor 1996 - 1998
BayBank February 1992 - March 1996
Scudder Investments 1990 - 1992
SunGard Financial Systems - Money Managment Systems Inc. 1988 - 1990
Skills
Requirements Analysis, HL7, SDLC, Software Quality..., Healthcare Information..., Software Implementation, Agile Methodologies, Visio, Software Project..., Microsoft SQL Server, Testing, Software Documentation, Test Planning, SQL, Quality Assurance
Education
University of Massachusetts Lowell 1980 — 1984
BS, Accounting
Judith Anderson's Scudder Investments Experience March 1996 - December 2001
Job Managing Partner at Anderson Capital Mgmt., LLC
Industry Capital Markets
Experience
Anderson Capital Mgmt., LLC March 2007 - Present
Deutsche Asset Management January 2002 - February 2007
Scudder Investments March 1996 - December 2001
Howard Hughes Medical Institute May 1993 - March 1995
Du Pont Pension Fund Investment Dept. June 1984 - May 1993
Skills
Technical Analysis, Discretionary Trading, Risk Management, Trading, Hedge Funds, Equities, FX, Industry Analysis, FX Options, Financial Risk, Valuation, Alternative Investments, Equity Research, Finance, Hedging, Commodity, Portfolio Management, Trading Systems, Investments, Emerging Markets, Financial Markets, Financial Services, Fundamental Analysis, Bloomberg, Options, Banking, FX trading, Derivatives, Fixed Income, Electronic Trading, Equity Trading, Quantitative Analytics, Competitive Analysis, Equity Derivatives, Analysis, ETFs, Asset Management, Trading Strategies, Foreign Exchange, Investment Banking, Asset Managment, Mutual Funds, Securities, Capital Markets, Financial Modeling, Currency, Proprietary Trading, Global Macro, Investment Strategies, Bonds
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA, Finance
Vassar College 1975 — 1979
AB, Economics
Anderson Capital Mgmt., LLC March 2007 - Present
Deutsche Asset Management January 2002 - February 2007
Scudder Investments March 1996 - December 2001
Howard Hughes Medical Institute May 1993 - March 1995
Du Pont Pension Fund Investment Dept. June 1984 - May 1993
Skills
Technical Analysis, Discretionary Trading, Risk Management, Trading, Hedge Funds, Equities, FX, Industry Analysis, FX Options, Financial Risk, Valuation, Alternative Investments, Equity Research, Finance, Hedging, Commodity, Portfolio Management, Trading Systems, Investments, Emerging Markets, Financial Markets, Financial Services, Fundamental Analysis, Bloomberg, Options, Banking, FX trading, Derivatives, Fixed Income, Electronic Trading, Equity Trading, Quantitative Analytics, Competitive Analysis, Equity Derivatives, Analysis, ETFs, Asset Management, Trading Strategies, Foreign Exchange, Investment Banking, Asset Managment, Mutual Funds, Securities, Capital Markets, Financial Modeling, Currency, Proprietary Trading, Global Macro, Investment Strategies, Bonds
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA, Finance
Vassar College 1975 — 1979
AB, Economics
Kimberly E. Sutton's Scudder Investments Experience 2000 - 2002
Job HR Generalist
Industry Management Consulting
Experience
Kairos Consulting Worldwide, LLC 2011 - Present
Kimberly's Creative By Design 2002 - 2012
AT&T January 2008 - December 2008
AT&T 2007 - 2007
Scudder Investments 2000 - 2002
Skills
Leadership Development, Marketing Strategy, Project Management, Blogging, Social Media, Human Resources, Facebook, Marketing, Coaching, Strategic Planning, Organizational..., Public Speaking, Training, Leadership, Start-ups, Recruiting
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Keller Graduate School of Business
MBA
Kairos Consulting Worldwide, LLC 2011 - Present
Kimberly's Creative By Design 2002 - 2012
AT&T January 2008 - December 2008
AT&T 2007 - 2007
Scudder Investments 2000 - 2002
Skills
Leadership Development, Marketing Strategy, Project Management, Blogging, Social Media, Human Resources, Facebook, Marketing, Coaching, Strategic Planning, Organizational..., Public Speaking, Training, Leadership, Start-ups, Recruiting
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Keller Graduate School of Business
MBA
MELYSSA J S BENNETT's Scudder Investments Experience 1996 - 1998
Job
Industry
Experience
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
The Global Beer Network December 2008 - Present
MFS Investment Management 1998 - April 2001
Scudder Investments 1996 - 1998
Investors Bank & Trust 1994 - 1996
Investors Bank & Trust 1992 - 1994
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Services, Accounting, Mutual Funds, PowerPoint, Program Management, Marketing Strategy
Education
Suffolk University 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Brad Rist's Scudder Investments Experience 2002 - 2004
Job Regional Sales Director, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
John C. Tripp's Scudder Investments Experience February 2002 - June 2003
Job Journalist
Industry Design
Experience
Left Tees January 2010 - Present
BikeTags March 2007 - Present
TAXI May 2008 - September 2008
PUBLICIS GROUPE ADVERTISING April 2007 - April 2008
Mundocom GmbH 2007 - April 2008
Aquent March 1990 - June 2007
DREMU.COM April 2003 - April 2005
Scudder Investments February 2002 - June 2003
Cheryl Roshak Associates, Inc. January 1998 - January 2001
ROAM MAGAZINE January 1997 - January 1999
Skills
Wordpress Design, Editorial, Graphic Design, Art Direction, Graphics, Advertising, Packaging, Production, Wordpress, Adobe Creative Suite, Mac, Logo Design, Magazines, Web Design, Illustrator, Creative Direction, Brochures, Publishing, Marketing, Typography, Photography, Art, Copywriting, InDesign, Photoshop, Brand Development, Image Editing, Dreamweaver, Corporate Identity, Concept Development, Catalogs, WordPress
Education
University of Florida 1985 — 1987
Bachelor's, Communications, Marketing, Journalism
State University of New York College at Fredonia 1982 — 1984
Communication and Media Studies
Left Tees January 2010 - Present
BikeTags March 2007 - Present
TAXI May 2008 - September 2008
PUBLICIS GROUPE ADVERTISING April 2007 - April 2008
Mundocom GmbH 2007 - April 2008
Aquent March 1990 - June 2007
DREMU.COM April 2003 - April 2005
Scudder Investments February 2002 - June 2003
Cheryl Roshak Associates, Inc. January 1998 - January 2001
ROAM MAGAZINE January 1997 - January 1999
Skills
Wordpress Design, Editorial, Graphic Design, Art Direction, Graphics, Advertising, Packaging, Production, Wordpress, Adobe Creative Suite, Mac, Logo Design, Magazines, Web Design, Illustrator, Creative Direction, Brochures, Publishing, Marketing, Typography, Photography, Art, Copywriting, InDesign, Photoshop, Brand Development, Image Editing, Dreamweaver, Corporate Identity, Concept Development, Catalogs, WordPress
Education
University of Florida 1985 — 1987
Bachelor's, Communications, Marketing, Journalism
State University of New York College at Fredonia 1982 — 1984
Communication and Media Studies
Saira Malik, MBA's Scudder Investments Experience September 1995 - February 1998
Job Atlantic Accountable Care Organization Data Analyst Level III
Industry Hospital & Health Care
Experience
Atlantic Health September 2012 - Present
Hunterdon Medical Center September 2010 - August 2012
Overlook Medical Center March 2012 - June 2012
UBS Investment Bank December 1998 - February 2004
Scudder Investments September 1995 - February 1998
MCI Telecommunications Corporation June 1995 - August 1995
Skills
Healthcare, Sales, Team Building, Data Analysis, Clinical Research, Marketing, Project Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Healthcare Services & Information System Management, 4.0/4.0
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Finance, Dean's list Spring 1995
Atlantic Health September 2012 - Present
Hunterdon Medical Center September 2010 - August 2012
Overlook Medical Center March 2012 - June 2012
UBS Investment Bank December 1998 - February 2004
Scudder Investments September 1995 - February 1998
MCI Telecommunications Corporation June 1995 - August 1995
Skills
Healthcare, Sales, Team Building, Data Analysis, Clinical Research, Marketing, Project Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
MBA, Healthcare Services & Information System Management, 4.0/4.0
University of Illinois at Chicago 1991 — 1995
Bachelor of Science, Finance, Dean's list Spring 1995
James Buono's Scudder Investments Experience August 2001 - July 2002
Job AVP Performance & Analytics Investment Management Services at State Street
Industry Financial Services
Experience
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
State Street April 2011 - Present
BlackRock Financial Management January 2005 - August 2010
State Street Research July 2002 - January 2005
Scudder Investments August 2001 - July 2002
MFS Investment Management August 2000 - August 2001
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments
Education
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
Kristen Dooley Brown's Scudder Investments Experience 1995 - 1999
Job Consultant, Thought Leadership Marketing at U.S. Trust, Bank of America Private Wealth Management
Industry Marketing and Advertising
Experience
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
U.S. Trust, Bank of America Private Wealth Management April 2012 - Present
TIAA-CREF April 2011 - July 2011
The Hartford October 2006 - March 2011
Fidelity Investments March 2005 - June 2006
Fidelity Investments March 1999 - March 2005
Scudder Investments 1995 - 1999
Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management
Education
Trinity University-Washington 1986 — 1990
BA, English/Political Science
Bishop Feehan
Francis B. Leonard's Scudder Investments Experience 1992 - 2000
Job Customer service
Industry Financial Services
Experience
Ultimate Staffing July 2009 - Present
new england financial October 2000 - April 2003
New England Financial October 2000 - April 2003
Scudder Investments 1992 - 2000
State Street Bank October 1988 - May 1992
Skills
Online Help, Help Desk Management, Call Center
Education
UMass Boston
bachelors of arts, history
Ultimate Staffing July 2009 - Present
new england financial October 2000 - April 2003
New England Financial October 2000 - April 2003
Scudder Investments 1992 - 2000
State Street Bank October 1988 - May 1992
Skills
Online Help, Help Desk Management, Call Center
Education
UMass Boston
bachelors of arts, history
Christina Skowronek's Scudder Investments Experience 1990 - 1995
Job Marketing
Industry Marketing and Advertising
Experience
Trimble Marketing & Communications 2012 - Present
Avon 2007 - Present
Fidelity Investments 1995 - 2004
Scudder Investments 1990 - 1995
AMC Theatres 1988 - 1990
Skills
Outlook, Marketing
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business Administration and Management, General
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance, Operations Management
Trimble Marketing & Communications 2012 - Present
Avon 2007 - Present
Fidelity Investments 1995 - 2004
Scudder Investments 1990 - 1995
AMC Theatres 1988 - 1990
Skills
Outlook, Marketing
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Business Administration and Management, General
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance, Operations Management
Phil Normand's Scudder Investments Experience April 1997 - June 2003
Job PC/LAN Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank March 2004 - Present
Spherion Technology July 2003 - December 2003
Scudder Investments April 1997 - June 2003
Skills
Analysis, Citrix Metaframe, Windows 7, Help Desk Support, Networking, Training, Business Analysis, SDLC, Asset Management
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, English Writing
Wells Fargo January 2013 - Present
Wells Fargo Bank March 2004 - Present
Spherion Technology July 2003 - December 2003
Scudder Investments April 1997 - June 2003
Skills
Analysis, Citrix Metaframe, Windows 7, Help Desk Support, Networking, Training, Business Analysis, SDLC, Asset Management
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, English Writing
Glennie Whittaker's Scudder Investments Experience November 2000 - September 2005
Job Supervisor at UBM Channel
Industry Information Technology and Services
Experience
UBM Channel July 2007 - Present
DST Systems July 2004 - March 2007
Scudder Investments November 2000 - September 2005
Education
Webster University 2003 — 2005
Master's Degree, Management and Leadership
University of Central Missouri 1978 — 1980
Bachelor's Degree, Clothing and Textiles for Business
UBM Channel July 2007 - Present
DST Systems July 2004 - March 2007
Scudder Investments November 2000 - September 2005
Education
Webster University 2003 — 2005
Master's Degree, Management and Leadership
University of Central Missouri 1978 — 1980
Bachelor's Degree, Clothing and Textiles for Business
Julie Woolley's Scudder Investments Experience August 1991 - August 2002
Job Medicare Part D Product Manager at RelayHealth
Industry Hospital & Health Care
Experience
RelayHealth August 2006 - Present
Scudder Investments August 1991 - August 2002
Skills
Business Analysis, Healthcare Information..., HIPAA, Process Improvement, Software Documentation, Healthcare, Medicaid, Medicare, Vendor Management, Project Management, Healthcare Consulting, Healthcare Industry, Informatics
Education
University of Kansas
RelayHealth August 2006 - Present
Scudder Investments August 1991 - August 2002
Skills
Business Analysis, Healthcare Information..., HIPAA, Process Improvement, Software Documentation, Healthcare, Medicaid, Medicare, Vendor Management, Project Management, Healthcare Consulting, Healthcare Industry, Informatics
Education
University of Kansas