Scudder Investments
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Scudder Investments Employees
PhishLabs October 2015 - Present
PhishLabs August 2014 - September 2015
Raymond James 2012 - 2014
Merrill Lynch 2003 - 2012
Scudder Investments 2001 - 2003
Skills
Business Development, Sales, Contract Negotiation, Finance, Leadership, Key Account Development, Account Management, Marketing, IT Sales, Marketing Strategy, New Business Development, Enterprise Software, Management, Information Security, Strategic Planning, Customer Service, Information Technology, Salesforce.com, Solution Selling, Investments, Investment Management, Financial Analysis, Securities
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics & Political Science
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
BMO Private Bank August 2010 - Present
Capital Resource Management, Inc. (CRM) November 2009 - August 2010
JPMorgan August 2003 - June 2009
Scudder Investments August 2000 - August 2003
The CBE Group, Inc. November 1999 - June 2000
GMAC Mortgage May 1998 - October 1999
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Investment Management, Valuation, Capital Markets, Securities
Education
The University of Chicago 2006 — 2009
MBA, Finance, Accounting, and Econometrics
University of Northern Iowa 1995 — 1999
BA, Finance and Economics
Fidelity Investments 2002 - March 2010
Scudder Investments 1998 - 2002
Mitchell and Company 1996 - 1998
Little, Brown and Company 1994 - 1996
Education
University of New Hampshire
BA, English, Anthropology
University of Sydney
BA, English, Anthropology
Boston Financial Data Services July 2004 - Present
Federated Investors, Inc. 2002 - 2004
Scudder Investments 1992 - 2002
Skills
Financial Services, Mutual Funds, 401k, Process Improvement, Vendor Management, Relationship Management, Employee Relations, Performance Management, Onboarding, Business Analysis, Risk Management, Retirement, Call Centers, Employee Benefits, Human Resources, Management, Customer Service
Education
University of Rhode Island 1987 — 1991
Bachelor of Science (BS), Consumer Affairs/Business Management
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Federal Reserve Bank of New York February 2015 - Present
Merrill Lynch May 2005 - February 2015
Merrill Lynch March 2000 - April 2005
JP Morgan Chase January 1998 - March 2000
Scudder Investments 1993 - 1997
Bankers Trust November 1984 - April 1993
Skills
Fixed Income, Finance, Product Management, Asset Management, Investments, Series 24, Alternative Investments, Analysis, Wealth Management, Mutual Funds, Program Management, Series 7
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Finance, Applied Economics
Brandes Investment Partners April 1998 - Present
Scudder Investments 1993 - 1998
Uniteds States Marine Corps 1989 - 1993
Skills
Investment Management, Asset Managment, Portfolio Management, Equities, XP, Mutual Funds, Wealth Management, Asset Management, Investment Strategies, Leadership, Corporate Actions, Bonds, Investment Advisory, Investments, Alternative Investments, Visio, Securities, Asset Allocation, Fixed Income, Bloomberg Terminal, Equity Valuation, Trading Systems, Equity Research, Valuation, Financial Services, Financial Markets, Series 6, Emerging Markets, Middle Office, Equity Trading, Managing Accounts, Electronic Trading, Capital Markets, Back Office, Investment Banking, Relationship Management, Value Investing, Performance Attribution, Separately Managed..., Private Equity, Bloomberg
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Reliance Trust Company June 2004 - Present
Amvescap Retirement Services 2000 - 2002
Scudder Investments 1996 - 2000
Skills
Investments, 401k, Mutual Funds, Financial Services, Pensions, Defined Benefit, ERISA, Relationship Management
Education
University of New Hampshire