SCUDDER KEMPER INVESTMENTS

Description

Address: 345 Park Ave # L-1, New York, NY 10154 Phone: (212) 838-7740: Category: : Place name: : : : : Website: Own this business?

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SCUDDER KEMPER INVESTMENTS Employees

Employee
Years
Job
Industry
Katherine (VanEpps) Shea, PMP Katherine (VanEpps) Shea, PMP Greater Boston Area Details
Katherine (VanEpps) Shea, PMP's SCUDDER KEMPER INVESTMENTS Experience February 1996 - October 2000
Job Seeking Part Time/Contracting Work (former Fidelity Investments Director)
Industry Computer Software
Experience
Fidelity Investments  October 2000 - February 2012
Scudder Kemper Investments   February 1996 - October 2000
Prudential Asset Management Company  August 1994 - January 1996

Skills
Program Management, Project Management, Process Improvement, Business Analysis, Management, PMO, CRM, Agile Project Management, Leadership, Requirements Gathering, PMP, Agile Methodologies, Requirements Analysis, Project Portfolio..., Employee Benefits, Executive Management, SDLC, Vendor Management, Project Planning, Software Project..., Strategy, Business Process..., Integration, Financial Services, Visio, Cross-functional Team..., Business Process, Software Documentation, Change Management, Risk Management, Business Requirements, Testing, Software Development, Consulting, Strategic Planning, IT Strategy, Problem Solving, Budgets, Microsoft Project, Quality Assurance, Resource Management

Education
Binghamton University   1990 — 1994
Bachelor's degree, Politics, Philosophy & Law (Pre-law)

Gina Montino Gina Montino Chicago, Illinois Details
Gina Montino's SCUDDER KEMPER INVESTMENTS Experience January 1997 - January 2000
Job Business Development Support Manager at American Board of Medical Specialties (ABMS)
Industry Nonprofit Organization Management
Experience
American Board of Medical Specialties (ABMS)   October 2014 - Present
American Board of Medical Specialties  January 2011 - Present
American Academy of Pediatric Dentistry  November 2007 - July 2009
Eire Direct Marketing   January 2005 - June 2007
Deerfield Capital Management  January 2000 - January 2001
Scudder Kemper Investments   January 1997 - January 2000
Bernardi Securities, Inc  January 1996 - January 1997
Phoenix Duff & Phelps   January 1994 - January 1996

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, QuickBooks, Mac, Calendars, Sales, Adobe Acrobat, Photoshop, Customer Service

Education
Bond School of Chicago

University of Illinois at Chicago
Bachelor of Science, Finance and Business

Elisa O'Keefe Elisa O'Keefe Greater Boston Area Details
Elisa O'Keefe's SCUDDER KEMPER INVESTMENTS Experience May 1998 - November 2000
Job Vice President at State Street
Industry Financial Services
Experience
State Street  September 2015 - Present
State Street  November 2000 - April 2015
Scudder Kemper Investments   May 1998 - November 2000
State Street  February 1993 - April 1998

Skills
Customer Relations, New Business Development, Mutual Funds, Fund Administration, Event Management, Event Planning, Customer Service, Global Custody, Fixed Income, Securities, Alternative Investments, Corporate Actions, Hedge Funds, Securities Lending, Bloomberg, Equities, Middle Office

Education
Regis College   1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.4 / 4.0

Meg Collins, PHR Meg Collins, PHR Cincinnati Area Details
Meg Collins, PHR's SCUDDER KEMPER INVESTMENTS Experience December 1993 - September 1999
Job Director of HR at Nurtur Holdings LLC
Industry Human Resources
Experience
Nurtur Holdings LLC   February 2013 - Present
Business Mentors LLC   2011 - January 2013
Tom Geiger Guest House   2003 - 2011
Taft Setttinius & Hollister LLP   September 2007 - February 2010
Summit Investment Partners  November 1999 - October 2006
SCUDDER KEMPER INVESTMENTS   December 1993 - September 1999
COMMONWEALTH LAND TITLE INSURANCE COMPANY  February 1987 - September 1993
MORRIS TINSLEY & SNOWDEN, INC   1980 - 1986
MORRIS TINSLEY & SNOWDEN INC.   1980 - 1982

Skills
Budgets, Personnel Management, Recruiting, Insurance Policies, Facilities Management, Marketing, Performance Appraisal, Team Building, Public Speaking, Human Resources, PowerPoint, Payroll, Project Management, Event Planning, Microsoft Excel, Interviews, Employee Benefits, Customer Service

Education
Houston Baptist University
Business Managment

University of Houston
Bachelor of Science, Sociology

Edward Kearns Edward Kearns Delavan, Wisconsin Details
Edward Kearns's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2000
Job Senior Reporter / Lead Coordinator at BidClerk
Industry Information Services
Experience
BidClerk  October 2011 - December 2014
BidClerk  October 2007 - October 2011
BidClerk  October 2004 - October 2007
Deutsche Bank  2001 - 2002
Scudder Investments  2001 - 2001
Scudder Kemper Investments   1999 - 2000
Kemper Funds  1998 - 1999
Andes Candies   1995 - 1998

Skills
Reporting, Data Analysis, Databases, Editing, Copy Editing, Proofreading, Data Mining, Data Entry, Report Writing, Business Strategy, Business Analysis, Journalism, Financial Analysis, Mutual Funds, Investments, Fund Accounting, Financial Accounting, Marketing Strategy, Market Research, Writing, Communication, Customer Service, Social Media, Management

Education
Marquette University   1990 — 1994
Bachelor of Arts (B.A.), Communications and Rhetorical Studies

Paula Govers, PMP CSM Paula Govers, PMP CSM United States Details
Paula Govers, PMP CSM's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2001
Job Program Manager Looking for next opportunity!
Industry Financial Services
Experience
Retreat Capital Management Group  December 2011 - May 2013
Fannie Mae  July 2011 - November 2011
Wells Fargo Home Mortgage  February 2010 - July 2011
Wachovia, A Wells Fargo Company  October 2007 - December 2008
USAA  December 2006 - October 2007
USAA  April 2004 - November 2006
J Sainsbury plc   April 2002 - May 2003
Scudder Kemper Investments   1999 - 2001

Skills
Program Management, PMO, Project Portfolio..., Project Management, Agile Methodologies, Software Documentation, Requirements Management, Business Process..., Process Engineering, Six Sigma, Access, SDLC, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Risk Management, SharePoint, Visio, MS Project, Leadership, Management, Integration, Change Management, Strategy, Business Process, Project Delivery, Business Requirements, Resource Management

Education
George Mason University   1992 — 1996
BA, Communications

George Mason University   1992 — 1996
Bachelor's Degree, Business/Corporate Communications and Public Relations

Raymond Crosby Raymond Crosby Greater New York City Area Details
Raymond Crosby's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2000
Job Director, Portfolio Management at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management  June 2014 - Present
Brookfield Investment Management  July 2011 - June 2014
Conning Asset Management  April 2007 - June 2011
Genworth Financial  2005 - March 2007
GE Asset Management  2003 - 2005
GE Asset Management Services   July 2001 - 2003
Scudder Kemper Investments   1998 - 2000
JETRO New York   1994 - 1998

Education
Fairfield University   2005 — 2007
MS, Finance

Ritsumeikan University   1992 — 1993
1-yr Program, Japanese Language

Foran High

New York University

Trinity College-Hartford
Bachelors, Economics

Ted Corea Ted Corea Pelham, New Hampshire Details
Ted Corea's SCUDDER KEMPER INVESTMENTS Experience February 1997 - August 1997
Job Educator at Lowell Public Schools
Industry Education Management
Experience
Lowell Public Schools  August 2002 - Present
Lowell Public Schools  August 2001 - August 2002
Lawrence Public Schools  August 1999 - August 2001
Putnam Investments  September 1997 - August 1999
Scudder, Kemper Investments  February 1997 - August 1997
Putnam Investments  January 1996 - February 1997

Education
University of Massachusetts Lowell   1991 — 1996
Bachelor's of Science in Business Administration (B.S.B.A.), Finance, 3.0

Cambridge College   1997 — 1999
Master's degree, Education, 3.5

Lisa Huot Lisa Huot Greater Chicago Area Details
Lisa Huot's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2003
Job Principal at North Pointe Partners, LLC
Industry Financial Services
Experience
North Pointe Partners, LLC   July 2014 - Present
Sequoia System International  December 2008 - March 2014
Sequoia System International  2004 - 2008
Scudder Kemper Investments   1997 - 2003
Kemper Financial Services  1990 - 1997

Skills
Relationship Management, Business Development, New Business Development, Mutual Funds, Series 63, Series 6, CRM, Management, Insurance, Fixed Annuities, Asset Allocation, Asset Management, Retirement Planning, Series 7, Investments, Portfolio Management, Financial Services, Leadership, Strategic Planning, Marketing, Marketing Strategy, Strategy, Program Management, Business Strategy, Wealth Management, Executive Management, Retirement

Education
Saint Mary's College
BBA, Marketing and Finance

Paolo Villasenor, CIPM Paolo Villasenor, CIPM Newport Beach, California Details
Paolo Villasenor, CIPM's SCUDDER KEMPER INVESTMENTS Experience January 1998 - March 1998
Job Product Management Business Strategy Investment Product Development
Industry Investment Management
Experience
Pacific Funds   November 2011 - Present
Genworth Financial (Now AssetMark)   November 2010 - November 2011
Wells Capital Management  May 2005 - November 2010
Wells Capital Management  June 2004 - May 2005
Wellington Management Co   October 2003 - February 2004
State Street Global Advisors  September 1999 - June 2003
State Street Global Advisors  March 1998 - September 1999
Scudder Kemper Investments   January 1998 - March 1998
State Street  September 1996 - January 1998

Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments

Education
Boston University Questrom School of Business   1999 — 2002
MBA, Finance

Boston College   1992 — 1996
BS, Biochemistry

Christian Brothers Academy

Dale Geurts, CFA Dale Geurts, CFA Greater New York City Area Details
Dale Geurts, CFA's SCUDDER KEMPER INVESTMENTS Experience June 1997 - June 1999
Job UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor  August 2013 - Present
Alloy Capital, LLC   January 2009 - January 2013
HHR Asset Management   July 2003 - May 2008
American Century Investments  September 1999 - June 2003
Scudder Kemper Investments   June 1997 - June 1999

Skills
Equities, Investments, Asset Management, Mutual Funds, Risk Management, Finance, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Modeling, Investment Strategies, Capital Markets, Equity Valuation, Fundamental Analysis

Education
Columbia University - Columbia Business School   1996 — 1997
MBA

Hamline University   1984 — 1988
BA

Samy El Semman Samy El Semman Boston, Massachusetts Details
Samy El Semman's SCUDDER KEMPER INVESTMENTS Experience February 2000 - March 2000
Job Director of Trading Systems Analytics at Boston Technologies Inc
Industry Computer Software
Experience
Boston Technologies Inc  February 2010 - Present
Self-Employed  October 2008 - February 2010
Boston Trading and Research   August 2007 - September 2008
Tradex Swiss AG   June 2006 - July 2008
Semman Group   April 2002 - February 2006
Giovanni Fleury Investments   October 2000 - March 2002
Fidelity Investments  July 2000 - December 2000
Scudder Kemper Investments   February 2000 - March 2000

Skills
Account Management, Executive Management, MySQL, Salesforce.com, MetaTrader, Trading Systems, English, Arabic, French, Portuguese, Technical Analysis, CANSLIM, Forex Trading, Stock Trading, Equity Options Trading, Foreign Exchange, US Equities, Trading Strategies, FX Options, FX trading, Trading, Electronic Trading, Start-ups, Training, Databases, Currency, Financial Markets, Analysis, Quality Assurance, Commodity, Economics, Equities, Bloomberg, Options, Capital Markets, Hedge Funds, Derivatives

Education
Boston University   1997 — 2000
Bachelor of Arts (B.A.), International Relations

Cairo American College   1993 — 1997
American High School Diploma

Angela Brill Angela Brill Kansas City, Missouri Area Details
Angela Brill's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1999
Job CFP(R), Partner, Financial Advisor and Portfolio Team Director at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group  January 2007 - Present
H&R Block  2000 - 2001
Scudder Kemper Investments   1998 - 1999
Fidelity Investments  1996 - 1998
Coopers & Lybrand  1990 - 1993

Skills
Investments, Financial Advisory, Portfolio Management, Financial Planning, Retirement Planning, Insurance, Estate Planning, Wealth Management, Product Development, Investment Advisory, Mutual Funds, Business Strategy, Business Planning, Strategy Development, Strategic Planning, New Business Development, Marketing Strategy, Process Improvement, Management Consulting

Education
Harvard Business School   1994 — 1996
MBA, Business Administration

Boston College   1986 — 1990
BS, Business Administration

Bishop Miege   1982 — 1986

QHR

University of Missouri-Kansas City

Karen M. Dana Karen M. Dana Greater Boston Area Details
Karen M. Dana's SCUDDER KEMPER INVESTMENTS Experience July 1999 - July 2000
Job Marketing Consultant Boston | San Diego | Denver CoFounder/CMO The Galley Ice Cream
Industry Marketing and Advertising
Experience
The Galley Ice Cream   November 2014 - Present
C Consulting   June 2014 - Present
Sperry Top-Sider  April 2010 - June 2014
Arnold Worldwide  July 2007 - May 2010
Arnold Worldwide  August 2005 - July 2007
Improper Bostonian Magazine  July 2000 - March 2005
Scudder Kemper Investments   July 1999 - July 2000
Merrill Lynch  October 1995 - July 1999

Skills
Extensive marketing,..., Ability to work..., Sensitive to..., High emotional..., Excellent oral and..., Ability to build highly..., Proactive, open-minded,..., Strong mentor and..., Public Relations, Cross-functional Team..., Social Media, Social Networking, Management, Creative Strategy, Trade Shows, Sponsorship, Integrated Marketing, Brand Management, Account Management, Advertising, Brand Development, Creative Direction, Digital Marketing, Direct Mail, Direct Marketing, Graphic Design, Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Social Media Marketing, Strategy

Education
Northeastern University
BS, Psychology

Colleen Lawrence Colleen Lawrence York, Pennsylvania Details
Colleen Lawrence's SCUDDER KEMPER INVESTMENTS Experience February 1997 - April 1998
Job Art Educator
Industry Primary/Secondary Education
Experience
Dallastown Area School District-Substitute   August 2010 - Present
York Suburban Area School District   August 2010 - Present
U.S. Remodelers/Home Depot   June 2010 - Present
Baltimore County Public Schools  2014 - 2014
Scudder Kemper Investments   February 1997 - April 1998
Greater Pittsburgh Area Hospital   March 1996 - October 1996
Endagraph  June 1995 - October 1995

Skills
Drawing, Painting,..., Public Speaking, Public Relations, Graphics, Silk/Screen Printing, Fabrics/Weaving, Marketing

Education
Twson University   2008 — 2010
Bachelor's Degree, Art Intergration/Education Teaching Certificate, k-12

Seton Hill University/Towson University   1995 — 2010
B.A./B.A., Fine and Studio Arts Management, k-12

Greensburg Central Catholic High   1986 — 1990
High School Diploma, Art/Art Studies, General

Linda (Morgan) Lessard Linda (Morgan) Lessard Greater Boston Area Details
Linda (Morgan) Lessard's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2000
Job Unix SysAdmin at ADP
Industry Financial Services
Experience
ADP  October 2003 - Present
ADP Retirement Services  2003 - Present
Deutsche Bank  2000 - 2003
Scudder  1998 - 2003
Scudder Kemper Investments   1998 - 2000
Scudder Stevens & Clark  1992 - 1998
Wang Labs  1976 - 1992
Wang  1976 - 1992

Education
Boston University
Information Technology

Timothy Doyle, CFA Timothy Doyle, CFA Brookfield, Wisconsin Details
Timothy Doyle, CFA's SCUDDER KEMPER INVESTMENTS Experience March 1995 - March 2000
Job Fixed Income Portfolio Manager at Brandes Investment Partners
Industry Financial Services
Experience
Brandes Investment Partners  March 2000 - Present
Scudder Kemper Investments   March 1995 - March 2000
Kemper Financial Services  October 1994 - March 1995

Skills
Chartered Financial..., Portfolio Management, Trading, Mutual Funds, Bloomberg

Education
Loyola University of Chicago   1995 — 1997
Master of Business Administration, Finance & Economics

Marquette University   1989 — 1993
Bachelor of Science, Finance

James Foege, MBA, CFS® James Foege, MBA, CFS® Chicago, Illinois Details
James Foege, MBA, CFS®'s SCUDDER KEMPER INVESTMENTS Experience 1997 - 1999
Job Investment Management at William Blair & Company
Industry Financial Services
Experience
R.J.O'Brien Fund Management, LLC   April 2007 - March 2012
New England Financial  2006 - 2007
Allstate  2001 - 2005
Talbot Financial   2000 - 2001
Scudder Kemper Investments   1997 - 1999

Skills
Mutual Funds, FINRA, Fixed Annuities, Insurance, Investments, Financial Markets, Alternative Investments, Equities, Series 6, Series 7, Securities, Separately Managed..., Fixed Income, Asset Allocation, Hedge Funds, ETFs, New Business Development, Marketing, Customer Service, Banking, Brokerage, Retirement Planning, Managed Futures, Building Relationships, Investor Relations, Asset Managment, Commodity, Variable Annuities, Financial Advisory, Key Account Development, Financial Services, Finance, Risk Management, Key Account Management, Investment Advisory, MBA Finance, Series 24, Capital Markets, Bloomberg, Trading, Bonds, Uniform Combined State..., Wealth Management, Derivatives, Investment Strategies, Options, Hedging, Equity Trading

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, Execution & Valuation (SEV)

Illinois State University   1991 — 1996
Bachelor of Science (B.S.), Finance

Licenses:

Institute of Business & Finance:

Matt Kuss Matt Kuss Greater New York City Area Details
Matt Kuss's SCUDDER KEMPER INVESTMENTS Experience November 2000 - June 2002
Job Managing Director at Wasmer, Schroeder & Company, Inc.
Industry Investment Management
Experience
Wasmer, Schroeder & Company, Inc.   August 2015 - Present
Samson Capital Advisors  September 2010 - August 2015
BasketBall City  October 2004 - December 2014
Samson Capital Advisors  January 2008 - August 2010
Samson Capital Advisors  November 2004 - January 2008
Deutsche Asset Management  June 2002 - November 2004
Scudder Kemper Investments   November 2000 - June 2002
Scudder Kemper Investments   September 1998 - November 2000
Nike  1996 - 1998

Skills
New Business Development, Portfolio Management, Fixed Income, Securities, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Investment Management

Education
Suffolk University - Sawyer School of Management
MBA, Finance

University of Massachusetts Boston
B.S., Business Management

Gerard Fancovic, CFA Gerard Fancovic, CFA San Francisco Bay Area Details
Gerard Fancovic, CFA's SCUDDER KEMPER INVESTMENTS Experience 1988 - 1999
Job Executive Director, Consultant Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  May 2013 - Present
Chicago Area  2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income   2011 - 2012
UBS Global Asset Management  2005 - 2011
MFS Investment Management  2000 - 2005
Scudder Kemper Investments   1988 - 1999

Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management

Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration

The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting

Brett Scheive Brett Scheive Greater Chicago Area Details
Brett Scheive's SCUDDER KEMPER INVESTMENTS Experience May 2000 - May 2001
Job Attorney at Enterprise Law Group LLP
Industry Law Practice
Experience
Enterprise Law Group LLP   September 2014 - Present
Grant Schumann, LLC   September 2013 - September 2014
Law Offices of Brett Scheive   November 2009 - September 2013
Porter Law Network   May 2007 - September 2013
Portfolio Solutions Group  2002 - 2006
Scudder Kemper Investments   May 2000 - May 2001

Skills
Corporate Law, Real Estate, Bankruptcy, Real Estate Transactions, Business Transactions, Commercial Real Estate, Commercial Litigation, Litigation, Finance, Civil Litigation, Courts, Appeals, Trial Practice, Trials, Legal Writing, Criminal Law, Legal Research, Arbitration, White Collar Criminal..., Legal Assistance, Mergers & Acquisitions

Education
DePaul University College of Law   2006 — 2009
JD, Law

Arizona State University   1996 — 2000
Bachelor of Science, Finance

Marc Riddick, CFA Marc Riddick, CFA Greater New York City Area Details
Marc Riddick, CFA's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2001
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group  December 2010 - Present
Riddick Consumer Strategies   January 2009 - December 2010
CJI Capital Markets, Inc.   April 2010 - May 2010
Advent Capital Management  June 2006 - October 2008
Mutual of America  May 2001 - April 2006
Zurich Scudder Investments  September 1994 - May 2001
Scudder Stevens & Clark  1998 - 2001
Scudder Kemper Investments   1998 - 2001
PaineWebber  1992 - 1994
Value Line  December 1990 - January 1992

Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks

Education
Penn State University   1985 — 1989
BS, Management

Stuyvesant High School   1982 — 1985

Kelly Jones Kelly Jones New York, New York Details
Kelly Jones's SCUDDER KEMPER INVESTMENTS Experience September 1997 - September 2000
Job Senior Vice President, Head of Marketing at Lenox Advisors
Industry Marketing and Advertising
Experience
Lenox Advisors  August 2014 - Present
UBS Wealth Management  August 2007 - July 2014
Loring Ward  June 2005 - June 2007
Atlantic Trust Private Wealth Management  September 2000 - June 2005
Scudder Kemper Investments   September 1997 - September 2000

Skills
Wealth Management, Marketing Strategy, Sales & Marketing..., Strategic Communications, Strategic Planning, Business Development, Relationship Management, Investor Relations, Internal Communications, Series 6, Series 63, Series 7, Series 24, Strategy, Mutual Funds, Portfolio Management, Financial Services, Cross-functional Team..., Marketing, Financial Analysis, Investments, Digital Marketing, Leadership, Public Relations, Marketing Communications, Corporate Communications, Segmentation

Education
Northeastern University   1990 — 1995
Bachelor of Science in Business Administration, Finance and International Business

Ayse McCarthy Ayse McCarthy Greater Boston Area Details
Ayse McCarthy's SCUDDER KEMPER INVESTMENTS Experience August 1999 - June 2000
Job Vice President, Strategic Marketing at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   February 2014 - Present
Sovereign Bank / Santander  August 2012 - January 2014
Fidelity Investments  August 2006 - August 2012
Girl Talk Theatre   September 2007 - December 2008
Citizens Bank  January 2005 - November 2005
Bank of America/Fleet  June 2000 - December 2004
Scudder Kemper Investments   August 1999 - June 2000
McCarthy & Associates   July 1996 - August 1999
W.E. Donoghue & Co.   1993 - 1994
SunTrust Bank  1992 - 1993

Skills
Product Management, Integrated Marketing, Direct Marketing, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Event Planning, CRM, Marketing, Marketing Communications, Market Planning, Leadership, Business Development, Advertising, Management, Segmentation, Sales, Vendor Management, Direct Mail, Strategic Planning, Team Management, Program Management, Lead Generation, Budgets, Analytics, Customer Retention, Competitive Analysis, Product Marketing, Database Marketing, Digital Marketing, Multi-channel Marketing, Email Marketing, Online Marketing

Education
Suffolk University   1990 — 1991
MBA, Marketing

University of Vermont
B.S., Marketing

Bowen Campbell Bowen Campbell Greater Los Angeles Area Details
Bowen Campbell's SCUDDER KEMPER INVESTMENTS Experience 1990 - 1999
Job Vice President Global Client Group at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates  January 2006 - Present
AIG SunAmerica  February 2001 - January 2006
eCapitalist.com   1999 - 2001
Scudder Kemper Investments   1990 - 1999

Education
Loyola University Chicago   1992 — 1994
M.B.A., Accounting

University of Iowa - Henry B. Tippie College of Business   1987 — 1990
B.B.A., Finance

John Baka, CIMA® John Baka, CIMA® Greater Chicago Area Details
John Baka, CIMA®'s SCUDDER KEMPER INVESTMENTS Experience January 1998 - August 1999
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  March 2011 - Present
RiverSource  November 2008 - April 2010
Calamos Investments  August 1999 - October 2008
Scudder Kemper Investments   January 1998 - August 1999

Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction

Education
Michigan State University   1993 — 1997
BA, Finance

Walled Lake Central High School

Kelly Cannon Kelly Cannon Greater Boston Area Details
Kelly Cannon's SCUDDER KEMPER INVESTMENTS Experience June 1998 - June 2000
Job AVP Executive Development, Marmaxx (Marshalls & TJXMaxx) at TJX
Industry Human Resources
Experience
TJX  May 2012 - Present
EMC  July 2011 - May 2012
Fidelity Investments  April 2007 - March 2011
WinterWyman  June 2000 - March 2007
Scudder Kemper Investments   June 1998 - June 2000
BankBoston  March 1995 - June 1998

Skills
Talent Management, Executive Coaching, Human Resources, Change Management, Performance Management, Organizational..., Leadership Development, Organizational Design, Organizational..., Program Management, Recruiting, Leadership, Succession Planning, Organizational..., Workshop Facilitation, Strategy, Employee Engagement, MBTI, Onboarding, Training, Culture Change, Coaching, Employee Benefits, Consulting, Strategic Planning, Executive Development

Education
Florida State University
MS, Communication (emphasis in Organizational Development)

Florida State University
BS, Political Communication

David Burghard, FLMI David Burghard, FLMI Greater Chicago Area Details
David Burghard, FLMI's SCUDDER KEMPER INVESTMENTS Experience January 2000 - December 2002
Job Senior Vice President of Sales at Dearborn National Worksite & Individual Solutions
Industry Insurance
Experience
Dearborn National  October 2007 - Present
Mesirow Financial  January 2007 - September 2007
Prudential Financial  December 2004 - September 2006
Pacific Life  January 2003 - December 2004
Scudder Kemper Investments   January 2000 - December 2002
Scudder Kemper Investments   August 1998 - December 1999
Nuveen Investments  January 1997 - August 1998

Skills
Sales Management, Budgeting, Business Planning, Contract Negotiation, Forecasting, Customer Relations, Strategic Planning, New Business Development, Marketing Strategy, Account Management, Insurance, Negotiation, Business Strategy, Marketing Communications, Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, 401k, Unit Investment Trusts, Separately Managed..., National Account..., Strategic Thinking, Delivering Results, Corporate Communications, Budgets, Series 7, Series 63, Life Insurance, Relationship Management, Strategic Financial..., Retirement, Retirement Planning, Employee Benefits, Sales, Risk Management, Customer Service, Leadership, Disability Insurance, Health Insurance, Long-term Care, Health Savings Accounts, Underwriting, Brokers, Voluntary Employee..., Group Insurance, Series 6, Property & Casualty...

Education
DePauw University   1989 — 1993
Bachelor of Arts (BA), Political Science

Principia

Andrew Kone Andrew Kone Greater Boston Area Details
Andrew Kone's SCUDDER KEMPER INVESTMENTS Experience January 1997 - August 1999
Job Operational Excellence Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  January 2008 - Present
Scudder-Kemper Investments  January 1997 - August 1999
John Hancock Property & Casualty Co.   1990 - 1994

Skills
Analysis, Series 63, Mutual Funds, Series 6, Insurance, 401k, Investments, Fixed Annuities, Securities, Financial Services

Education
Case Western Reserve University School of Law   1980 — 1983

Colgate University   1976 — 1980
B.A., Political Science

Jaime M. Katz, CFA Jaime M. Katz, CFA Greater Chicago Area Details
Jaime M. Katz, CFA's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2002
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar  August 2011 - Present
Credit Agricole CIB  2010 - 2011
William Blair  2005 - 2008
Mesirow Financial  2002 - 2005
Scudder Kemper Investments   1999 - 2002

Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation

Education
The University of Chicago - Booth School of Business   2008 — 2010
MBA, Finance, Accounting & Org. Behavior

University of Wisconsin-Madison   1995 — 1999
BS, Economics

Liz Mattick Hanley Liz Mattick Hanley Greater Detroit Area Details
Liz Mattick Hanley's SCUDDER KEMPER INVESTMENTS Experience November 1998 - May 2000
Job Finance Professional
Industry Design
Experience
Elizabeth Hanley Design   December 2008 - Present
Dell  May 2006 - November 2008
Dell  March 2005 - April 2006
Dell  June 2003 - February 2005
Dell  June 2002 - August 2002
Integrity Treasury Solutions  May 2000 - June 2001
Scudder Kemper Investments   November 1998 - May 2000
National Futures Association  June 1996 - October 1998
IBM  January 1995 - June 1995

Skills
Project Management, Budgets, Strategic Planning, Auditing, Competitive Analysis, Accounting, Executive Reporting, Financial Analysis, Financial Modeling, Financial Systems..., Internal Controls, Global Teaming

Education
The University of Texas at Austin - The Red McCombs School of Business   2001 — 2003
MBA

Michigan State University   1992 — 1996
B.A., Accounting

Scott Egner Scott Egner Boston, Massachusetts Details
Scott Egner's SCUDDER KEMPER INVESTMENTS Experience 1996 - 1997
Job Managed Account Solutions group at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade  January 2010 - Present
-  April 2009 - January 2010
Placemark Investments  March 2007 - April 2009
Placemark Investments  July 2004 - March 2007
AllianceBernstein  December 2002 - December 2003
North American Funds   1998 - 2002
Federated Investors  1996 - 1999
Scudder Kemper Investments   1996 - 1997
CIBC  1987 - 1990

Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs

Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology

Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General

Princeton Day School
HS Diploma

Jeff Borker Jeff Borker Kansas City, Missouri Area Details
Jeff Borker's SCUDDER KEMPER INVESTMENTS Experience October 1989 - May 2000
Job Director Hosting Enablement at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
Savvis  January 2013 - Present
Trio Photographic Ministry   2004 - Present
CenturyLink & Savvis   2006 - January 2013
Sprint Nextel  June 2004 - January 2006
NewRiver, Inc.   May 2000 - September 2003
Scudder Kemper Investments   October 1989 - May 2000
Kemper Financial Services  1984 - 1989

Skills
Photography, Technology..., Process Management, Product Development, Program Management, Product Management, Product Marketing, Cross-functional Team..., Project Management, Strategy

Education
Baker University   1990 — 1992
Masters of Science, Management & Business Administration

Roosevelt University   1982 — 1984
BSBA, Business Administration

Harper College   1980 — 1982
Associates in Science, Business

Bradley University   1979 — 1982
BS, Business Administration and Management, General

John Potyraj John Potyraj Baltimore, Maryland Area Details
John Potyraj's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2003
Job Marketing Strategist and Brand Champion
Industry Marketing and Advertising
Experience
SBLI of Massachusetts  March 2003 - June 2007
Scudder Kemper Investments   1998 - 2003
US Rowing  1998 - 2003
Zurich Scudder Investments  1998 - 2003
Scudder Funds   1993 - 1998
T. Rowe Price  1985 - 1993

Education
University of Baltimore   1990 — 1992
MA, Publications Management

Towson University   1973 — 1977

Mary Cecola Mary Cecola Greater Chicago Area Details
Mary Cecola's SCUDDER KEMPER INVESTMENTS Experience 1992 - 1998
Job CBTO FHLB Des Moines
Industry Financial Services
Experience
Deutsche Asset Management  November 2010 - January 2012
Deutsche Asset Management  1987 - November 2010
Zurich Scudder Investments / Deutsche Asset Management, New York   1999 - 2001
Scudder Kemper Investments   1992 - 1998
Kemper Financial Services  1987 - 1992

Skills
Alternative Investments, Equities, Fixed Income, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Vendor Management, Hedge Funds, Derivatives, IT Strategy, Asset Management, Business Strategy, FX Options, Strategy, Financial Services, Outsourcing, Business Intelligence, Management, Finance, Trading, Leadership, CRM, Trading Systems, Mutual Funds, Financial Risk, Banking, Investments, Financial Markets, Investment Banking

Education
Northern Illinois University   1985 — 1987
MS, Computer Science

Northern Illinois University   1981 — 1985
BS, Political Science

London Business School
GTO Leadership Programme

Amy L. Donovan Amy L. Donovan Greater Boston Area Details
Amy L. Donovan's SCUDDER KEMPER INVESTMENTS Experience 1997 - 1998
Job Marketing Leadership | Brand Building and Management | Digital and Traditional Strategies
Industry Marketing and Advertising
Experience
Welch & Forbes   2008 - 2014
Circles  2007 - 2007
Wellington Management  1998 - 2006
Scudder Kemper Investments   1997 - 1998
Fidelity Investments  1990 - 1997
Bank of Boston  1988 - 1990
General Mills, Inc.   1984 - 1988

Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research

Education
Harvard University
AB, Psychology & Social Relations, Cum Laude

Columbia University - Columbia Business School
MBA, Marketing

Nora McNeil Nora McNeil Greater Boston Area Details
Nora McNeil's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1998
Job Marketing Director, Group and Voluntary Benefits at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  January 2012 - Present
Sun Life Financial  January 2009 - December 2012
Sun Life Financial  April 2006 - January 2009
John Hancock Financial Services, Inc.   May 2005 - February 2006
John Hancock Financial Services, Inc.   May 2004 - May 2005
John Hancock Financial Services, Inc.   June 2002 - May 2004
John Hancock Financial Service, Inc.   September 1998 - May 2002
Scudder Kemper Investments   1998 - 1998
The Forum Corporation  1997 - 1998
SmartMoney Magazine, Dow Jones & Company & The Hearst Corporation   July 1993 - September 1996

Skills
Marketing Communications, Long Term Care, Marketing Strategy, Communications Strategy, Insurance, Writing, Annuities, Advertising, Financial Services, Integrated Marketing, Brand Developement, Employee Benefits, Direct Marketing, FINRA Series 6, 7, 26, Creative Direction, Strategic Communications, Fixed Annuities, Internal Communications, Sales

Education
Providence College   1989 — 1993
Bachelor of science, Marketing

Elizabeth Moser Elizabeth Moser Greater Boston Area Details
Elizabeth Moser's SCUDDER KEMPER INVESTMENTS Experience May 2000 - August 2000
Job Owner of Jade Staffing LLC
Industry Staffing and Recruiting
Experience
Jade Staffing LLC   2010 - Present
Professional Mortgage Advisors, Inc.   November 2001 - November 2008
Rockland Trust Company  October 2004 - January 2005
Zurich Scudder Investments  May 2001 - August 2001
Ropes & Gray LLP  March 2001 - May 2001
Manulife Financial  October 2000 - February 2001
Scudder Kemper Investments   May 2000 - August 2000
Manning Associates   January 1999 - January 2000

Skills
Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Sourcing, Interviews, Screening Resumes, Applicant Tracking..., HR Consulting, Temporary Placement, Employee Benefits, Internet Recruiting, HRIS, Employee Relations, Staffing Services

Education
Boston University   1994 — 1997
Masters, MSW

Binghamton University   1991 — 1994
BS, Psychology

FDR   1988 — 1991
High School

Thomas White Thomas White Greater New York City Area Details
Thomas White's SCUDDER KEMPER INVESTMENTS Experience 1996 - 2001
Job SVP at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2004 - Present
TIAA-CREF Individual and Institutional Client Services, LLC   2004 - Present
Scudder Kemper Investments   1996 - 2001
Citibank  1994 - 1996
Fidelity Investments  1983 - 1988

Skills
Financial Services, Strategy, Product Marketing, Mutual Funds, Marketing Strategy, Relationship Management, Segmentation, Series 7, Analytics, Market Research, Marketing, Direct Marketing, B2B, Leadership, Asset Allocation, Investments, Series 63, Alternative Investments, Strategic Partnerships, Securities, Portfolio Management, Retirement, 401k, Retirement Planning, Wealth Management

Education
Louisiana Tech University   1982 — 1983
Master of Arts, English

Louisiana Tech University   1978 — 1982
Bachelor of Arts, Journalism

Jennifer Kauffman Jennifer Kauffman Greater Boston Area Details
Jennifer Kauffman's SCUDDER KEMPER INVESTMENTS Experience 1992 - 2001
Job CEO at The Results Group
Industry Professional Training & Coaching
Experience
Fortune Builders  May 2015 - Present
The Results Group of Boston   June 2010 - Present
The John Maxwell Company  August 2011 - Present
Action Business Coaching & Development, Inc   2007 - 2010
State Street  February 2007 - July 2007
Hobbs Madison  2005 - 2007
DST Output  2002 - 2005
Scudder-Kemper Investments  1992 - 2001

Skills
Vision / Strategy, Leadership Development, Client Relationship..., Leadership, Strategy, Business Coaching, Business Process..., New Business Development, Vision, Marketing, Business Development, CRM, Change Management, Executive Coaching, Process Improvement, Management Consulting, Business Analysis, Management, Training, Team Building, Business Planning, Coaching, Strategic Planning, Recruiting, Organizational..., Small Business, Analysis, Workshop Facilitation, Personal Development, Risk Management, Sales, Program Management, Business Strategy, Staff Development, Budgets, Start-ups, Entrepreneurship, Executive Management, Public Speaking, Project Planning, Executive Development, Time Management, Forecasting, Emotional Intelligence, Six Sigma, Management Development, Motivational Speaking, Organizational..., Culture Change, Performance Management

Education
Boston University   1995 — 2005
Masters of Science, Innovation & Technology in Business

Bentley University   1996 — 1998
Pension & Employee Benefits Certification, Business

University of Massachusetts Boston   1991 — 1995
Bachelors, Economics & Accounting

Fortune Builders

Jessica Lenczycki Jessica Lenczycki Bedford, New Hampshire Details
Jessica Lenczycki's SCUDDER KEMPER INVESTMENTS Experience January 1998 - January 2000
Job Debt Collector
Industry Financial Services
Experience
Credit Adjustments, Inc.   July 2014 - Present
Delta Management Associates Inc  September 2011 - July 2014
Energy Council of the Northeast   August 2010 - August 2011
Catholic Medical Center  2009 - 2010
Girl Scouts  2003 - 2009
EASTER SEALS JOLICOEUR SCHOOLS   January 2001 - January 2003
Scudder Investments  2000 - 2001
SCUDDER KEMPER INVESTMENTS   January 1998 - January 2000

Skills
Cpr Certified, AED, Customer Service, Word, Excel, Outlook, Data Entry, Microsoft Office, Event Planning, Non-profits, Administrative Support, Retail, Volunteer Management, Event Management, Management, Microsoft Excel, Software Documentation, PowerPoint, Microsoft Word

Education
Health Career Training Instutite   2008 — 2009
Phlebotomy, Phlebotomy

Quinnebaug Community Technical College   1990 — 1994
Fine Arts, English

Plainfield High School   1987 — 1990
College Prep

St Bernard's High School   1986 — 1987
College Prep

Mount Washington College
Business Science; Business Science, English and Fine Arts classes

Chip Edwards Chip Edwards Charlotte, North Carolina Area Details
Chip Edwards's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2002
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial  April 2014 - Present
Wells Fargo  2005 - April 2014
Wells Capital Management  2009 - 2012
Evergreen Investments  2005 - 2009
Wachovia  2004 - 2009
Deutsche Asset Management  1993 - 2004
Zurich Scudder Investments  1998 - 2002
Scudder Kemper Investments   1998 - 2002
Scudder, Stevens and Clark  1993 - 1998
City National Bank  1986 - 1993

Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management

Education
Azusa Pacific University   1992 — 1996
Masters, Applied Computer Science

The Master's College   1982 — 1986
BA, Business

Kathy Slovin Kathy Slovin Greater Boston Area Details
Kathy Slovin's SCUDDER KEMPER INVESTMENTS Experience January 1996 - July 1999
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2000 - Present
Sage Research   September 1999 - September 2000
Scudder Kemper Investments   January 1996 - July 1999
Boston Edison Company  March 1992 - December 1995

Education
D'Amore-McKim School of Business at Northeastern University   1989 — 1991
MBA

University of Rochester   1985 — 1989
BA, Psychology

Nick Norton Nick Norton Greater Denver Area Details
Nick Norton's SCUDDER KEMPER INVESTMENTS Experience May 1994 - September 1999
Job Workforce & Strategy Leader for MarketLeading Companies
Industry Financial Services
Experience
Charles Schwab & Company  2010 - Present
Fidelity Private Client Group   February 2006 - December 2008
Fidelity Operations & Services Group   March 2004 - February 2006
Columbia Management [Liberty Financial]   September 1999 - October 2003
Scudder Kemper Investments   May 1994 - September 1999
Fidelity Investments  June 1986 - May 1994

Skills
Series 24, 63 Licenses, Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Wealth Management, Investments, Securities, Asset Managment, Call Center, Vendor Management, Risk Management, Insurance, Series 9/10, Alternative Investments, Asset Management, Business Process..., Call Centers, FINRA, Leadership, Management, Strategy

Education
Colby College
Bachelor of Arts., Double major: English Literature, American Studies

The Hotchkiss School

Scott Wentsel Scott Wentsel Greater Chicago Area Details
Scott Wentsel's SCUDDER KEMPER INVESTMENTS Experience March 1987 - March 2000
Job Chief Investment Officer, Americas at Morningstar
Industry Investment Management
Experience
Morningstar/Ibbotson Associates   February 2014 - Present
Morningstar/Ibbotson Associates   April 2005 - Present
DePaul University  September 2011 - Present
Lake Forest Graduate School of Management  2004 - 2012
Van Kampen Investments  April 2000 - April 2005
Scudder Kemper Investments   March 1987 - March 2000

Skills
Mutual Funds, Asset Allocation, Portfolio Management, Asset Management

Education
The University of Chicago Booth School of Business   1991 — 1996
MBA, Finance, Statistics

University of Illinois at Urbana-Champaign   1980 — 1984
BA, Economics

Barbara Goodstein Barbara Goodstein Greater New York City Area Details
Barbara Goodstein's SCUDDER KEMPER INVESTMENTS Experience 1996 - 1998
Job President and CEO TIGER 21 Holdings
Industry Financial Services
Experience
TIGER 21  May 2015 - Present
Manning and Napier, NYSE: MN   November 2012 - Present
God's Love We Deliver  2010 - Present
Vonage  July 2012 - February 2015
AXA Equitable  2005 - 2011
JPMorgan Chase  2001 - 2005
Instinet.com   1998 - 2001
Scudder Kemper Investments   1996 - 1998
Van Eck Global  1994 - 1996
Bankers Trust  1992 - 1994

Skills
Leadership, Management, Business Strategy, Business Development, New Business..., Digital Media, Marketing, Innovation, Digital Marketing, Marketing Strategy, Marketing Communications, Strategy, Integrated Marketing, New Business Development, Advertising, Strategic Planning, Digital Innovation, Corporate Communications, Mergers & Acquisitions, Brand Management, Investments, Public Relations, Segmentation, marketing concepts, Identifying New...

Education
Columbia University - Columbia Business School   1981 — 1983
MBA, Marketing

Brown University   1977 — 1981
BA, English

Michael Kaplan Michael Kaplan Greater Boston Area Details
Michael Kaplan's SCUDDER KEMPER INVESTMENTS Experience March 1998 - March 2000
Job GX Product Development Manager, Vice President at State Street
Industry Financial Services
Experience
State Street  November 2014 - Present
State Street  October 2010 - January 2014
Deutsche Asset Management  April 2002 - October 2010
Zurich Scudder Investments  March 2000 - April 2002
Scudder Kemper Investments   March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight)   May 1982 - February 1998
Access Technology, Inc. (now CA Technologies)   June 1985 - June 1987
Education Development Center  October 1981 - May 1982
Abt Associates Inc.  August 1975 - August 1981

Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server

Education
Case Western Reserve University   1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering

Case Western Reserve University   1970 — 1973
Master of Science (MS), Systems & Control Engineering

Case Western Reserve University   1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors

ROBERT TELLA ROBERT TELLA Greater Boston Area Details
ROBERT TELLA's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2000
Job Real Estate Paralegal/Actor/Vocalist
Industry Financial Services
Experience
The TJX Companies, Inc.   May 2012 - Present
FedEx Trade Networks & Brokerage, Inc   August 2009 - Present
Actor and Vocalist   1990 - Present
Accelerated Marketing Partners, Boston MA   April 2009 - April 2009
GE Capital  October 2000 - February 2009
GE Commercial Finance  2000 - 2009
SCUDDER KEMPER INVESTMENTS   1998 - 2000

Skills
Process Improvement, Mergers & Acquisitions, Salesforce.com, Software Documentation, Program Management, Financial Risk, Finance, Portfolio Management, Credit, Customer Service, Editing

Education
Berklee College of Music
Bachelors, Voice

Suffolk University
Certificate, Paralegal Studies

Jason Rosado, Business Breakthrough Coach Jason Rosado, Business Breakthrough Coach Oak Park, Illinois Details
Jason Rosado, Business Breakthrough Coach's SCUDDER KEMPER INVESTMENTS Experience February 1998 - June 2002
Job Double, triple or 10x your coaching or healing business and cut your work hours in half
Industry Professional Training & Coaching
Experience
Distinctive Coaching for Business Success   March 2006 - Present
Oak Park Area Small Business Owners   February 2006 - Present
Chicago Business Development Forum   February 2006 - Present
The Eleven Agency / Microsoft   February 2006 - July 2008
Citizens Conferencing / Premiere Global Services   July 2003 - December 2005
Scudder Kemper Investments   February 1998 - June 2002
Starship Restaurant & Catering   1989 - 1998
American Promotion Sales   1993 - 1993
Boy Scout Troop #63, Drum & Bugle Corps.   1986 - 1993
Wednesday Journal, Inc.   1981 - 1983

Skills
Business Coaching, Marketing Coach, Executive Coaching, Business Strategy, Management Consulting, Marketing Strategy, Social Media Marketing, Public Speaking, Social Networking, Social Media, Small Business, New Business Development, Customer Service, Email Marketing, Team Building, Time Management, Business Networking, Coaching, Marketing, Training, Entrepreneurship, Strategy, Business Development, Organizational..., Leadership Development, Consulting, Personal Development, Sales, Management, Leadership, Employee Training, Business Planning, Workshop Facilitation, B2B, Networking, Facebook, Sales Coaching, Presentation Coaching, Client Acquisition &..., Leadership & Management..., Mentoring, Employee Training &..., Employee Interviewing &..., Organizational..., Interviews, Project Planning, Advertising, Sales Management, Start-ups, Personal Branding

Education
Coach U
Certified Graduate 2006, Core Essentials Coaching Program

University of Illinois at Chicago   1996 — 1997
B.A., Communication & Psych, Social Science Research, Organizational Development, Leadership & Management

University of Illinois at Urbana-Champaign   1990 — 1994
Communication, Psychology, Group Dynamics, Leadership, Cultural Diversity, Spanish

Oak Park & River Forest High School   1986 — 1990

Alcuin Montessori School   1974 — 1981

Jen Scully (DelGrosso) Jen Scully (DelGrosso) Durham, New Hampshire Details
Jen Scully (DelGrosso)'s SCUDDER KEMPER INVESTMENTS Experience February 1998 - November 1998
Job Information Technologist & Adjunct Faculty member
Industry Higher Education
Experience
University of New Hampshire  October 2001 - Present
Granite State College  August 2009 - May 2011
Putnam Investments  2000 - May 2001
Harvard University  February 1999 - August 2000
Scudder Kemper Investments   February 1998 - November 1998

Skills
Technical Writing, Training, Higher Education, E-Learning, Teaching, Technical Training, Distance Learning, Management, HTML, Troubleshooting, Editing, Instructional Design, Dreamweaver, BMC Remedy, Technical Support, Captivate, Photoshop, Office 2010, Web Content, Business Objects, ITIL v3 Foundations..., Qualtrics, Survey Design, Tableau, Data Visualization, Dashboarding, ADDIE, Moodle, kaltura, SharePoint, Crystal Xcelsius 2008, QlikSense, Needs Analysis

Education
Plymouth State University
Master’s Degree, Educational/Instructional Media Design

Plymouth State University   2003 — 2008
M.Ed, Secondary Ed: Adult Learning & Development

University of New Hampshire   1991 — 1995
BS, Communication Disorders

Michael T. Farley Michael T. Farley Greater Boston Area Details
Michael T. Farley's SCUDDER KEMPER INVESTMENTS Experience 1997 - 1999
Job Marketing Manager, Asset Management Communications in Boston
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  2011 - Present
IBM  2011 - 2011
The Education Resources Institute, Inc. (TERI)   2007 - 2010
KeyBank  2000 - 2007
Charles Schwab  1999 - 2000
Scudder Kemper Investments   1997 - 1999
MetLife Financial Services  1997 - 1997

Skills
Candidate for Microsoft..., Asset Management..., Marketing Communications, Fixed Income Strategies, Consultative Selling, Sales Process and..., New Business Development, Account Management, Investments, Territory, Negotiation, Marketing, Strategic Partnerships, Asset Managment, Sales Process, Direct Marketing, Selling, Key Account Management, Portfolio Management, Financial Services, Strategic Planning, Sales Operations, Sales Management, Market Analysis, Leadership, Training, Finance, Entrepreneurship, Relationship Management, Analytics, Project Planning, Sales Presentations, Leadership Development, Start-ups, Strategy, Salesforce.com, Outsourcing, Business Strategy, Credit, Management, Marketing Strategy, Business Development, Online Marketing, Banking, CRM, Mutual Funds, Sales, Product Marketing, Competitive Analysis, Email Marketing

Education
Boston University Questrom School of Business   1991 — 1995
BS/BA

Reed Siems Reed Siems Stafford, Virginia Details
Reed Siems's SCUDDER KEMPER INVESTMENTS Experience May 1995 - February 2000
Job TnDA Technologies Inc Managing Director/Process Improvement SME
Industry Information Technology and Services
Experience
TnDA Technologies Inc   June 2015 - Present
Soft Tech Consulting  April 2014 - May 2015
Soft Tech Consulting  March 2011 - April 2014
Acentia (Formally IT Solutions)   March 2008 - February 2011
NetStar-1 (became IT-Solutions then Acentia)   March 2008 - February 2011
BAM Technologies   September 2007 - March 2008
DefenseWeb Technologies, Inc  August 2000 - August 2007
equinta.com   February 2000 - July 2000
Scudder Kemper Investments   May 1995 - February 2000

Skills
PMP, Proposal Writing, CMMI, Program Management, Requirements Analysis, DoD, Strategic Planning, Business Analysis, Process Engineering, Process Improvement, Portfolio Management, Business Process..., ITIL v3 Foundations..., SDLC, PMO, Integration, Contract Management, Business Strategy, Management, Strategy, Project Management, Business Development, Software Project..., Leadership, Software Documentation, Analysis, Software Development, Government Contracting, Governance, Resource Management, Government, Change Management, Management Consulting, MS Project, CRM, Visio, Business Process, IT Strategy, Vendor Management, Project Portfolio..., Information Technology, SharePoint, Agile Methodologies, Risk Management, E-commerce, Cross-functional Team..., IT Management, Enterprise Architecture, Requirements Gathering, Quality Assurance

Education
Keller Graduate School   1998 — 2000
MS

San Diego State University-California State University   1993 — 1995
BS

Marti Neugarten Marti Neugarten Greater Boston Area Details
Marti Neugarten's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2000
Job Special Education Teacher at Parker Middle School
Industry Education Management
Experience
Parker Middle School  August 2013 - Present
JustCallMarti!   January 1999 - Present
Kids Connect   September 2011 - June 2014
The Brookwood School   August 2012 - June 2013
MFS Investment Management  August 2008 - November 2008
Bank of America  August 2007 - June 2008
Scudder Kemper Investments   1997 - 2000
Natixis Global Associates  1989 - 1997

Skills
Trained in..., Orton-Gillingham, Copywriting, Marketing Communications, Editing, Public Relations, Marketing, Newsletters, Direct Marketing, Tutoring, Teaching, Strategic Planning, Web Content, Program Management, Brochures, Project Management, Social Media

Education
Lesley University   2011 — 2012
M.Ed., Moderate Disabilities (Grades 5-12), 5-12

Boston University
BS, Public Relations

Gary Uhlig Gary Uhlig Greater Boston Area Details
Gary Uhlig's SCUDDER KEMPER INVESTMENTS Experience July 1999 - December 1999
Job Senior Design Drafter
Industry Civil Engineering
Experience
Freelance  March 2009 - Present
Vanasse and Associates, Inc.   January 2000 - March 2009
Scudder Kemper Investments   July 1999 - December 1999
Fidelity Brokerage Services, Inc.   January 1998 - July 1999
Summit Technical Services  August 1997 - December 1997
Meridian Engineering, Inc.   February 1997 - July 1997
Self Employed  October 1996 - February 1997
CADstar International, Ltd   March 1995 - October 1996

Skills
AutoCAD, Civil 3D, CAD, Road, mechanical drafting, architectural drafting, Structural drafting

Education
Associated Technical Institute   1991 — 1991
Certificate, Computer Programming and Applications

Northern Essex Community College   1989 — 1989
CADCAM

Harvard University Graduate School of Design   1988 — 1988
Site Design

Tulane University   1967 — 1967
Architecture

Paula Nathanson Paula Nathanson Greater Chicago Area Details
Paula Nathanson's SCUDDER KEMPER INVESTMENTS Experience October 1996 - October 2000
Job Independent Marketing Specialist and Writer
Industry Marketing and Advertising
Experience
Sweetnosh, Inc   April 2006 - Present
North Suburban School of Dance   August 2010 - August 2011
Allstate Insurance Company  December 2000 - June 2006
Scudder Kemper Investments   October 1996 - October 2000

Skills
Microsoft Office, Press Releases, Dance, Brand Management, Marketing, Journalism, Editing, Speech Writing, Newsletters, Social Media

Education
Roosevelt University   1994 — 1996
Master's, Journalism

University of Wisconsin-La Crosse   1985 — 1989
Bachelor of Science, Sociology

Gary Jeppsen Gary Jeppsen Greater Chicago Area Details
Gary Jeppsen's SCUDDER KEMPER INVESTMENTS Experience 1996 - 1999
Job Director Product & User Experience at Cengage Learning
Industry Marketing and Advertising
Experience
Cengage Learning  May 2013 - Present
Cengage Learning  December 2010 - May 2013
Cengage Learning  June 2010 - December 2010
Morningstar  2000 - 2009
John Nuveen & Company  1999 - 2000
Scudder Kemper Investments   1996 - 1999
Allstate Insurance Company  1989 - 1996

Skills
Product Management, Strategic Partnerships, Multi-channel Marketing, Online Advertising, Email Marketing, B2B, Business Strategy, Project Management, Direct Marketing, E-commerce, Strategy, Market Research, Lead Generation, Web Analytics, Cross-functional Team...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2005
MBA

University of Illinois at Urbana-Champaign   1985 — 1989
Business, Marketing

Keith Alger Keith Alger Greater San Diego Area Details
Keith Alger's SCUDDER KEMPER INVESTMENTS Experience March 1994 - February 2002
Job Realtor at Berkshire Hathaway HomeServices California Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties  February 2014 - Present
Alger & Associates   June 2008 - February 2014
Windermere Real Estate  March 2011 - February 2013
By Referral Only  October 2003 - March 2008
FutureWork Institute   September 2005 - August 2007
EMPACT- Suicide Prevention Center  May 2002 - February 2003
Scudder Kemper Investments   March 1994 - February 2002

Skills
Coaching, Leadership Development, Public Speaking, Team Building, Organizational..., Training, Change Management, Real Estate, Leadership, Customer Retention, Business Coaching, Sales, Strategic Planning, Recruiting, Management, Selling, Project Management, Business Development, Program Management, Employee Training, Human Resources, Time Management, Budgets, Community Outreach, Fundraising, Workshop Facilitation, Networking, Marketing, Call Centers, Strategy, Customer Service, Entrepreneurship, Employee Relations, Organizational...

Education
San Diego State University-California State University   1990 — 1992
M.Ed, Education

University of California, Irvine   1985 — 1989
B.A., Psychology

Rosemary Weinberger Rosemary Weinberger Greater Boston Area Details
Rosemary Weinberger's SCUDDER KEMPER INVESTMENTS Experience 2000 - 2001
Job Web Marketing Manager
Industry Marketing and Advertising
Experience
Dimensional Insight  December 2007 - Present
Cayenne Studio Marketing Communications   August 2002 - December 2007
Companies in Boston, MA   September 1997 - August 2001
Scudder Kemper Investments   2000 - 2001
McCabe & Duval/Directworks   September 1996 - September 1997

Skills
SaaS, Branding & Identity, Advertising, Creative Strategy, Marketing Communications, Email Marketing, Online Marketing, E-commerce, Business Development, Digital Marketing, Direct Marketing, Product Marketing, Collateral, Business Intelligence, Corporate Identity, Art, Logo Design, Demand Generation, Marketing, Illustrator, Lead Generation, Corporate Communications, Direct Mail, Marketing Strategy, B2B, Social Media Marketing, SEO

Education
Suffolk University   2009 — 2011
MBA, Management

Kent State University
BA, Graphic Design

Coleen Ayers McDonough Coleen Ayers McDonough Greater Boston Area Details
Coleen Ayers McDonough's SCUDDER KEMPER INVESTMENTS Experience July 1996 - May 2000
Job Experienced Human Resources Professional
Industry Computer Software
Experience
PrismHR  April 2014 - Present
Howard/Stein-Hudson Associates, Inc.   February 2008 - April 2014
Revenue Solutions, Inc.   March 2006 - November 2007
The Hartford Insurance Group  April 2001 - December 2004
Scudder Kemper Investments   July 1996 - May 2000
Warren, Gorham and Lamont   July 1995 - July 1996
WearGuard  1990 - 1995

Education
Albertus Magnus College   1986 — 1990
BA, I/O Psychology

Daniel Hand High School   1978 — 1982
College Prep

Valerie Pappagallo Valerie Pappagallo Greater Boston Area Details
Valerie Pappagallo's SCUDDER KEMPER INVESTMENTS Experience February 1998 - November 1999
Job RFP Intake Manager at NetSuite
Industry Information Technology and Services
Experience
NetSuite  July 2015 - Present
NetSuite  March 2015 - Present
NetSuite  July 2013 - Present
IBM  August 2003 - July 2013
IBM  August 2002 - March 2006
IBM  August 2000 - September 2002
Mainspring  November 1999 - August 2000
Scudder Kemper Investments   February 1998 - November 1999

Skills
Development Tools, RFP, Requirements Analysis, Proposal Writing, Team Leadership, Team Management, Technical Writing, Procurement, Project Planning, Quality Assurance, Pre-sales, Management, Leadership, Project Management, Enterprise Software, Sales Process, Solution Selling

Education
Northeastern University   1994 — 1995
Criminal Justice

Quincy Community College   1996 — 1996

John Mannix John Mannix Marion, Massachusetts Details
John Mannix's SCUDDER KEMPER INVESTMENTS Experience February 1997 - March 1999
Job Chief Executive Officer at Baldwin Brothers Wealth Management
Industry Investment Management
Experience
Baldwin Brothers - Wealth Management  September 2015 - Present
Newfound Research LLC  October 2013 - September 2015
Baldwin Brothers   October 2010 - October 2013
Oakmont Partners   July 2005 - October 2010
Rydex Investments  March 2000 - April 2005
Scudder Kemper Investments   February 1997 - March 1999
Fidelity Investments  June 1991 - January 1997

Skills
Executive Management, Wealth Management, Investment Advisory, Product Marketing, Entrepreneurship, Marketing, Alternative Investments, Sales, Mutual Funds, Hedge Funds, Investments, Brand Management, Asset Management, Asset Allocation, Aquisition

Education
Syracuse University   1987 — 1991
Bachelors of Science, Economics; Marketing and Finance

Barry West Barry West Greater Boston Area Details
Barry West's SCUDDER KEMPER INVESTMENTS Experience 2000 - 2001
Job Senior Technical Writer at MIB Group, Inc.
Industry Writing and Editing
Experience
MIB Group, Inc.   March 2013 - Present
SAIC  June 2009 - March 2013
State Street Bank  July 2001 - February 2009
Scudder Kemper Investments   2000 - 2001
Infinium Software, Inc.   July 1994 - July 2000
TechWrite Documentation, Inc.   February 1988 - July 1996
Northrop Grumman Precision Products Division   1988 - 1989
Fibronics International, Inc.   January 1986 - July 1988
General Electric Company  July 1981 - January 1986

Skills
Senior Technical Writer, Network Administration, Aviation Equipment..., Email Administration, Desktop Publishing, XML, Military Standards, Finance Application..., Medical Application..., Applications, Visio, Technical Writing, Software Documentation, Military, Leadership, Management, Manuals, Outlook, Project Management, Quality Assurance, Requirements Analysis, SharePoint, Technical Documentation, Technical Support, Training, Troubleshooting, Windows 7

Education
Northeastern University   1997 — 1999
Certificate Program, Networking

Emerson College   1983 — 1985
M.A., Professional Writing

Bridgewater State College   1976 — 1978
B.A., English

Additional Coursework

William Bill Gearhart William Bill Gearhart Greater San Diego Area Details
William Bill Gearhart's SCUDDER KEMPER INVESTMENTS Experience October 1998 - November 2000
Job Sr. Corporate Governance & Proxy Voting Analyst at Brandes Investment Partners
Industry Financial Services
Experience
Brandes Investment Partners  July 2009 - Present
Brandes Investment Partners L.P.   September 2007 - July 2009
Brandes Investment Partners L.P.   July 2001 - September 2007
Scudder Weisel Capital LLC   November 2000 - April 2001
Scudder Kemper Investments   October 1998 - November 2000

Skills
Mutual Funds, Corporate Actions, Securities, Corporate Governance, Investments, Proxy Voting, Equities, Data Analysis, Investment Strategies, Financial Risk, Investment Management, Financial Services, Bloomberg, Emerging Markets, Financial Analysis, Asset Management, Portfolio Management, Fixed Income, Capital Markets, Financial Markets, Equity Research, Compliance, Bonds, SEC filings, Investment Policy..., Operational Risk..., Dividends, Socially Responsible..., ESG

Education
National University
MS, E-Commerce

Colorado Mesa University   1983 — 1989
BBA, Management

Julie (Manning) Nolan-Young Julie (Manning) Nolan-Young Boston, Massachusetts Details
Julie (Manning) Nolan-Young's SCUDDER KEMPER INVESTMENTS Experience 1996 - 1999
Job Division Manager of Stem Cell Program at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital  January 2014 - Present
Simmons College  June 2007 - January 2014
Investors Bank & Trust  2006 - 2007
Boston Financial Data Services  2005 - 2006
Boston Financial Data Services  2004 - 2005
Federated Investors, Inc.   2002 - 2004
Federated Investors  1999 - 2002
Scudder Kemper Investments   1996 - 1999

Skills
Public Relations, Program Development, Higher Education, Clinical Research, Event Planning, Fundraising, Data Entry, Student Development, Student Affairs, Analysis, Leadership

Education
Simmons School of Management   2011 — 2013
Master's degree, Communications Management

Clark University   1978 — 1982
Bachelor of Arts (BA), Psychology

Jonathan Trutter Jonathan Trutter Las Vegas, Nevada Area Details
Jonathan Trutter's SCUDDER KEMPER INVESTMENTS Experience 1988 - 2000
Job Financial professional
Industry Investment Management
Experience
RMG Networks Holdings   2013 - Present
Trading Advantage LLC   2012 - 2012
CIFC  2011 - 2012
Deerfield Capital Corp.   2004 - 2011
Scudder Kemper Investments   1988 - 2000

Skills
Investments, Financial Analysis, Private Equity, Valuation, Corporate Finance, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Equities, Finance, Financial Markets, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Management, Leveraged Finance, Loans, Mergers, Mutual Funds, Portfolio Management, Restructuring, Risk Management, Securities, Series 7, Structured Finance, Strategic Financial..., Trading, Venture Capital

Education
Northwestern University - Kellogg School of Management   1983 — 1985
MBA

University of Southern California   1975 — 1979
AB

Maryanne Gaw Maryanne Gaw Greater Chicago Area Details
Maryanne Gaw's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2000
Job Human Resources Manager at Hines Supply
Industry Building Materials
Experience
Hines Supply  May 2015 - Present
Rana USA,(a subsidiary of Pastificio Rana, S.p.A.)   October 2012 - April 2015
PolyScience  January 2011 - October 2012
Newly Weds Foods  August 2009 - March 2010
The Academic Approach  April 2007 - March 2009
The Eli's Cheesecake Company  April 2005 - March 2007
The Salvation Army ARC  April 2004 - April 2005
Crown Consolidated Industries   March 2001 - April 2004
Ticketmaster  2000 - 2001
Scudder Kemper Investments   1997 - 2000

Skills
Performance Management, Employee Training, Employee Relations, HRIS, Recruiting, Project Management, Training, Human Resources, Succession Planning, Customer Service, Personnel Management, Deferred Compensation, Benefits Administration, Leadership, New Hire Orientations, Policy, Employee Benefits, FMLA, Strategy, Management, Time Management, Talent Management, Onboarding

Education
DePaul University   2004 — 2004
Human Resources Management Certification

Illinois State University   1986 — 1991
Bachelors, Sociology/Psychology

Christopher Igo Christopher Igo Greater Boston Area Details
Christopher Igo's SCUDDER KEMPER INVESTMENTS Experience October 1997 - August 1999
Job Vice President, Client Relationship Manager, State Street Corporation
Industry Financial Services
Experience
State Street Corporation  June 2010 - Present
State Street  2010 - Present
State Street  July 2001 - June 2010
State Street Corporation  August 1999 - July 2001
Scudder Kemper Investments   October 1997 - August 1999

Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Accounting, Middle Office, Fund Administration, Hedge Funds, Securities, Corporate Actions, Swaps, Securities Lending, FX Options, Capital Markets, Portfolio Management, Trading Systems, Global Custody, Alternative Investments, Asset Managment, Financial Services

Education
University of Massachusetts Dartmouth   1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Saint Leo University   1989 — 1991
Business Administration and Management, General

Hassana Holden Hassana Holden Greater New York City Area Details
Hassana Holden's SCUDDER KEMPER INVESTMENTS Experience 1995 - 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
CIBC World Markets  1999 - 2001
Scudder Kemper Investments   1995 - 1999
Brown Brothers Harriman  1994 - 1995
UPS  1992 - 1994

Education
The College of New Jersey   1987 — 1992
B.S.

Robert Foney Robert Foney Greater Boston Area Details
Robert Foney's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1999
Job Chief Recruiting Officer & VP, Practice Mgmt./Bus. Development at Investors Capital
Industry Financial Services
Experience
Investors Capital  March 2014 - Present
Investors Capital  February 2007 - September 2014
Microdesk  2005 - 2007
Commonwealth Financial Network  2000 - 2005
John Hancock Funds  September 1999 - September 2000
Scudder Kemper Investments   1998 - 1999
Putnam Investments  1990 - 1990

Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations

Education
Boston University   1983 — 1987
Biomedical Engineering

Hawken School

Jim Spencer Jim Spencer Greater Boston Area Details
Jim Spencer's SCUDDER KEMPER INVESTMENTS Experience July 1998 - October 2000
Job Jim Spencer is Owner, JBS Partners, Inc. and BlogWranglers.com web site design, marketing and migration services.
Industry Internet
Experience
JBS Partners, Inc.   October 2002 - Present
Performix Technologies  February 2002 - October 2002
Scudder Kemper Investments   July 1998 - October 2000
Four Seasons  November 1990 - April 1994

Skills
Web Design, Project Management, Consulting, Photography, Networking, Strategic marketing, Search marketing, Content Creation, Website hosting, WordPress, NationBuilder, PPC Campaign management, Blog Migration, Website Migration, Website Moving, Blog Moving, Migrate to WordPress, Migrate to NationBuilder, Move to WordPress, Move to NationBuilder, SEO Audit, SEO, Websites, Wordpress, Blogging, Marketing Strategy, SEM, Content Strategy, PPC, Social Media Marketing, Social Media, E-commerce, Entrepreneurship, Marketing, Social Networking, Web Analytics, Lead Generation, Start-ups, Web Hosting, Web Development, User Experience, Digital Marketing, Email Marketing, Brand Development, Google Analytics, Google Adwords, Creative Direction, Online Marketing, Mobile Marketing, Organic Search

Education
Clark University   1997 — 1997
MCSE, Computer Networking

Principia College   1982 — 1986
BA, History

Lana Spaic Lana Spaic Greater Boston Area Details
Lana Spaic's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2000
Job Senior Associate Attorney at Tocci & Lee, LLC
Industry Law Practice
Experience
Tocci & Lee, LLC   January 2014 - Present
Tocci, Goss & Lee   March 2007 - January 2014
The Community Builders, Inc.   2006 - 2007
MFS  September 2000 - September 2003
New England Financial  2000 - 2001
Boston Federal Reserve Bank   June 1999 - September 2000
Scudder Kemper Investments   1998 - 2000
Scudder  1996 - 1997

Skills
Legal Research, Legal Writing, Immigration Law, Appeals, Employment-based..., H-1B, Naturalization, Immigration Issues, Visas, Adjustment Of Status, L-1, Family Law, Legal Issues, U.S. Immigration, Legal Assistance, L-1A, Legal Advice, Labor Certification, International Law, Westlaw, Lexis

Education
Suffolk University Law School   2003 — 2006
J.D., International Law Concentration

Lesley University   1998 — 2000
Masters, Business Management

Bridgewater State University   1989 — 1994
BS, Psychology and Education

Lou Schwarz (aka Lou Black) Lou Schwarz (aka Lou Black) Hyattsville, Maryland Details
Lou Schwarz (aka Lou Black)'s SCUDDER KEMPER INVESTMENTS Experience April 1997 - January 2000
Job Statistical Researcher and Singer/Songwriter
Industry Research
Experience
Factor 21   September 1999 - Present
ProFund Advisors LLC  December 2005 - March 2010
Unilever  2002 - 2002
Rapp Collins  2000 - 2001
Scudder Kemper Investments   April 1997 - January 2000
Management Science Associates, Inc.   1993 - 1997

Skills
Direct Marketing, Database Marketing, SAS, Segmentation, Consumer Insights, Customer Insight, Business Intelligence, CRM, Data Analysis, Web Analytics, Analysis, Predictive Modeling, Customer Analysis, Market Research, Predictive Analytics, Analytics, Integrated Marketing, Business Analytics, Online Marketing, Statistics, Statistical Modeling, Data Mining, SAS programming, Big Data, Decision Trees, Cluster Analysis, Logistic Regression, Data Warehousing, Strategy, Data Management, Customer Acquisition, Product Management, Linear Regression, Customer Intelligence, SEM, Multi-channel Marketing, Loyalty Marketing, Data Science, Marketing Mix Modeling, Brand Loyalty, Multivariate Statistics, Email Marketing, Thought Leadership, Requirements Gathering, Operations Research, Competitive Intelligence, E-commerce, Business Analysis, Marketing Analytics, Data Modeling

Education
London School of Economics and Political Science, U. of London
MSc., Statistics/Demography

University of Michigan
Post-Grad, Survey Research

Boston University
Bachelor of Arts (BA)

Peter Colantuono, PMP, CSM Peter Colantuono, PMP, CSM Greater San Diego Area Details
Peter Colantuono, PMP, CSM's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2001
Job Staff IT Project Manager at Illumina
Industry Information Technology and Services
Experience
Illumina  March 2015 - Present
Illumina  October 2012 - Present
Tekworks  June 2011 - January 2012
Verenium  January 2011 - March 2011
Biogen Idec  2009 - January 2011
Biogen Idec, Inc  2005 - 2009
Biogen  2002 - 2005
Scudder Kemper Investments   1998 - 2001
EDS  1995 - 1998

Skills
Program Management, Operations Management, Business Analysis, Vendor Management, Process Improvement, Unified Communications, Customer Relations, Budgeting, Integration, Contract Negotiation, Problem Solving, Mergers, Litigation Support, Cross-functional Team..., Cisco, Windows, Team Leadership, Customer Service, Video Conferencing, ITIL, IT Management, Budgets, IT Project & Program..., Technical Support, Security, Project Management, SaaS, Leadership, CRM, Business Process, Software Documentation, Team Building, Information Technology, Analysis, Visio, Infrastructure, Data Center, IT Strategy, SharePoint, Consulting, Disaster Recovery, Troubleshooting, Business Intelligence, Project Portfolio..., PMP, IT Operations, SDLC

Education
University of California, San Diego   2011 — 2011
Biofuels Science Certification (Analytical Chemistry Track), Biofuels Science Certification Program

Merrimack College
BS Business Administration, Finance

Saro Khatchatourian Saro Khatchatourian Huntington Station, New York Details
Saro Khatchatourian's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2002
Job Vice President at State Street
Industry Financial Services
Experience
State Street  November 2013 - Present
State Street  2010 - November 2013
Deutsche Bank  October 1997 - October 2010
GorillaToolz.com   August 2007 - March 2008
Ruby Digital  January 2001 - April 2004
Scudder Kemper Investments   1997 - 2002
Darby Group  June 1997 - October 1997
Massa Computer Corporation   January 1997 - July 1997
Sheridan Software Systems   December 1994 - June 1997
Syntra Limited   June 1993 - December 1994

Skills
Sybase, C#, .NET, XML, Oracle, Microsoft SQL Server, Fund Accounting, ASP.NET, Asset Managment, SIMCORP Dimension, Fixed Income, SQL, Software Development, Enterprise Architecture, Business Analysis, Program Management, Unix, System Architecture, C++, Requirements Analysis, Database Design, Testing, Data Warehousing, Visual Basic, Databases, SDLC, Requirements Gathering, Systems Analysis, IIS, Equities, Derivatives, Design Patterns, Options, Software Design, VB.NET, Java, Object Oriented Design, Virtualization, Visual Studio, Architectures, Asset Management

Education
New York Institute of Technology   1993 — 1996
Masters of CS, Computer Programming/Math Minor

Saint John's University   1989 — 1993
Bachelor of Science, Computer Science

Nishant Sheth Nishant Sheth San Francisco Bay Area Details
Nishant Sheth's SCUDDER KEMPER INVESTMENTS Experience May 1999 - July 1999
Job Principal Solutions Consultant at Oracle
Industry Online Media
Experience
Oracle  April 2015 - Present
Turn  March 2014 - April 2015
Turn  August 2011 - February 2014
Trulia  March 2009 - August 2011
Trulia  September 2007 - March 2009
IBM  August 2006 - June 2007
IBM  July 2000 - July 2006
Scudder Kemper Investments   May 1999 - July 1999
Northern Illinois University  1998 - 1999
Amoco  May 1998 - July 1998

Skills
Java, SQL, Online Advertising, Sales Engineering, Solution Architecture, Pre-Sales Technical..., DMP, DSP, Digital Media, PHP, XML, Linux, DB2, Analytics, Software Development, Oracle, Databases

Education
Northern Illinois University   1996 — 2000
B.S., Computer Science

Erik Tumasz Erik Tumasz Greater Boston Area Details
Erik Tumasz's SCUDDER KEMPER INVESTMENTS Experience 1996 - 1999
Job Managing Director, Fixed Income Trading Technology, Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management Company, LLP  February 2006 - Present
Charles River Development  April 2002 - January 2006
Tucker Anthony  2001 - 2002
PricewaterhouseCoopers  1999 - 2000
Scudder Kemper Investments   1996 - 1999

Education
Bentley University   1992 — 1996
1996, Finance

Robert King, CFA Robert King, CFA Springfield, Massachusetts Area Details
Robert King, CFA's SCUDDER KEMPER INVESTMENTS Experience August 1999 - January 2002
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management  March 2012 - Present
Dwight Asset Management  August 2010 - May 2012
John Hancock  June 2007 - September 2010
Deutsche Asset Management  January 2002 - December 2006
Scudder Kemper Investments   August 1999 - January 2002
Scudder, Stevens & Clark   October 1996 - August 1999
Scudder, Stevens & Clark   August 1995 - October 1996
State Street Bank  June 1994 - August 1995

Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1998 — 2000
Masters of Business, Finance

University of Massachusetts, Amherst   1990 — 1994
Bachelors, Finance

Shrewsbury High School   1986 — 1990

Alicia Anderson Alicia Anderson Charlotte, North Carolina Area Details
Alicia Anderson's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1999
Job Digital Learning Content and Product Management
Industry E-Learning
Experience
Pearson  January 2015 - Present
Pearson  April 2011 - January 2015
Pearson  April 2009 - April 2011
Pearson  April 2004 - April 2009
Pearson  June 2001 - April 2004
Pearson plc  1999 - June 2001
Scudder Kemper Investments   1998 - 1999
American Management Systems, Inc  1997 - 1998

Skills
E-Learning, Management, Requirements Gathering, Mathematics Education, Quality Assurance, Educational Technology, Instructional Design, Content Development, Distance Learning, Publishing, Curriculum Development, Academic Publishing, Content Management, Textbooks, Change Management, Product Management, Project Management, Online Publishing, Specifications, Program Management, Technical Writing, Software Project..., Ebooks, Integration, Learning Management..., Content Strategy, Learning Management, Instructional Technology, Product Development, Editorial, Leadership, Digital Media, Software Documentation

Education
Knox College   1993 — 1997
BA

Lillian Flores Lillian Flores Greater Boston Area Details
Lillian Flores's SCUDDER KEMPER INVESTMENTS Experience October 1992 - November 1998
Job Marketing Consultant at Linguistic Systems, Inc.
Industry Financial Services
Experience
Linguistic Systems, Inc.   December 2014 - Present
Columbia Management  July 2013 - January 2014
Blue Cross Blue Shield of Massachusetts  March 2012 - March 2013
Mercer  January 2010 - November 2011
Lewtan Technologies  February 2007 - January 2010
OneSource Information Services  2006 - 2007
Lifeline Systems  August 2003 - May 2006
Charles River Associates  September 2001 - May 2003
Benchmarking Partners  November 1998 - May 2001
Scudder Kemper Investments   October 1992 - November 1998

Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Direct Marketing, Competitive Analysis, Online Marketing, Start-ups, Product Marketing, Product Management, Program Management, Project Management, Brand Management, Corporate Communications, Budgets, Event Planning, Business Development, Public Relations, SEO, Lead Generation, CRM, Strategic Planning, Project Planning, New Business Development, Social Media, New Media, Business Strategy, Marketing, Management, Strategic Communications, Copywriting, Marketing Management, Business Planning, Sales, Email Marketing, Strategy, Market Research

Education
Design Management Institute, Boston Massachusetts

Emerson College
Master, Business and Organizational Communications

Harvard University
Marketing Communications, Business to Business Marketing, Business to Consumer Marketing

University of Puerto Rico
Bachelor, Business Administration

University of Puerto Rico
Bachelor of Arts, English Literature

Ken Cameron Ken Cameron Greater Boston Area Details
Ken Cameron's SCUDDER KEMPER INVESTMENTS Experience 1995 - 1998
Job Data Center Solutions Sales Technologist Actively seeking new opportunities
Industry Computer Networking
Experience
EMC Corporation  July 2006 - September 2015
SUN MICROSYSTEMS (FORMERLY STORAGETEK)   July 2005 - July 2006
MCDATA CORPORATION (PREVIOUSLY CNT CORPORATION)   September 2003 - June 2005
Platypus Technogies, Ltd   October 2001 - July 2003
GIANTLOOP NETWORK INC   2000 - 2001
IXL.COM (AKA TESSERA ENTERPRISE SYSTEMS INC)   1998 - 2000
Scudder, Kemper Investments  1995 - 1998
Chubb Insurance  1992 - 1994

Skills
Storage Area Networks, Storage, Cloud Computing, Enterprise Software, Disaster Recovery, Enterprise Storage, NAS, SAN, Storage Virtualization, Virtualization, Cloud-based, Professional Services, Pre-sales, Data Center, Enterprise Architecture, Solution Selling, SaaS, Integration, IT Strategy, Infrastructure

Education
University of Alaska Anchorage   1979 — 1982
Computer Science

Rajul Mehta Rajul Mehta Greater Chicago Area Details
Rajul Mehta's SCUDDER KEMPER INVESTMENTS Experience May 1997 - February 1999
Job Experienced Business Analyst
Industry Information Technology and Services
Experience
Insurance Auto Auctions  September 2011 - Present
Zurich Insurance  October 2004 - September 2011
Human Capital Management Solutions   May 2004 - October 2004
Reed Business Information  March 2002 - April 2004
Remedy Corporation  July 1999 - December 2001
Apropos Technology  February 1999 - June 2000
Scudder Kemper Investments   May 1997 - February 1999

Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Business Requirements, Visio, Software Project..., Solution Architecture, Software Development, Business Process..., Process Improvement, Vendor Management, Agile Methodologies, Business Intelligence, PMO, Waterfall, Microsoft SQL Server, User Acceptance Testing, Systems Analysis, Integration, Software Documentation, Testing, Data Warehousing, SharePoint, SQL, SOA, Requirements Management, IT Strategy, Scrum, Enterprise Architecture, Agile Project Management, Quality Center, Gap Analysis, PMP, Project Portfolio..., Leadership

Education
Northern Illinois University - College of Business   1993 — 1997
Bachelor's of Science, Operations Management Information Technology

Sean Connell Sean Connell Greater Boston Area Details
Sean Connell's SCUDDER KEMPER INVESTMENTS Experience June 1999 - August 2002
Job CTO at Verndale
Industry Information Technology and Services
Experience
Verndale  January 2012 - Present
Verndale  November 2005 - August 2012
Solid Sense Inc.   June 2003 - October 2005
Scudder Kemper Investments   June 1999 - August 2002

Skills
ASP.NET, JavaScript, SQL, C#, AJAX, Agile Methodologies, Lucene, CSS, Web Development, LINQ, XML, Microsoft SQL Server, jQuery, .NET, Web Services, Web Applications, Software Development, Subversion, ASP.NET MVC, XSLT, IIS, Technology Management, Git, Visual Studio, Sitecore, Management, Enterprise Architecture, Scrum, CMS, HTML 5, MySQL

Education
Boston University   1995 — 1999
B.A., Computer Science

Carrel Schulke Carrel Schulke Greater Chicago Area Details
Carrel Schulke's SCUDDER KEMPER INVESTMENTS Experience 1996 - May 2002
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management  June 2002 - March 2014
Scudder Kemper Investments   1996 - May 2002
Kemper Financial Services  1986 - 1995

Skills
Sybase, SDLC, Business Analysis, Vendor Management, IT Strategy, Asset Management, Software Project..., Fixed Income, Asset Managment, Project Management, Financial Services, Software Development, Risk Management, Business Intelligence, Agile Methodologies, Requirements Gathering, Enterprise Architecture, Requirements Analysis

Education
DePaul University   1985 — 1986
B.S., Computer Information Systems

The University of Texas at Austin   1974 — 1977
Pre-Medicine/Pre-Medical Studies

Deborah Koch Deborah Koch Chicago, Illinois Details
Deborah Koch's SCUDDER KEMPER INVESTMENTS Experience 1992 - 2000
Job Senior Executive / Strategist / Advisor / Fund & Portfolio Management / Shareholder Value Creation / Technology Sector
Industry Financial Services
Experience
Northern Trust  May 2003 - Present
Strong Capital Management  November 2000 - May 2003
Scudder Kemper Investments   1992 - 2000
Stein Roe & Farnham  August 1987 - August 1992

Skills
Portfolio Management, Competitive Analysis, Mutual Funds, Valuation, Equities, Equity Research, Investments, Management, Financial Modeling, Financial Analysis, Private Equity, Alternative Investments, Industry Analysis, Capital Markets, Business Strategy, Report Writing, Client Presentation, Senior Executive..., Shareholder Value, Investment Strategies, Return on Investment..., Portfolio Optimization, Technology, Technology Investments, Long Term Business..., Managing Business Growth, Market Shifts, Wealth Management, Risk Analysis, Thought Leadership, Growth Environments, C-Level Relationships, Venture Capital, Diversified Investment..., Sustainability, Performance Improvement, Asset Allocation, Executive Leadership, Revenue & Profit Growth, Equity Capital Markets, Interviewing C-Level..., New Client Acquisitions, Future Trends, Investor Relations, Board Relations, Earnings & Valuation..., Multinational..., Early Stage Companies, Navigating Volatile...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1987
MBA, Finance

University of Rhode Island   1981 — 1983
BS, Finance

Joliet West - Go Tigers!

Dave Swanson Dave Swanson Greater Chicago Area Details
Dave Swanson's SCUDDER KEMPER INVESTMENTS Experience 1996 - 2000
Job Founder & Managing Partner, SwanDog Strategic Marketing, LLC
Industry Financial Services
Experience
SwanDog Strategic Marketing, LLC   February 2006 - Present
Managed Portfolio Series   April 2011 - Present
ALPs Variable Investment Trust   December 2006 - Present
Calamos Investments  April 2004 - March 2006
Morgan Stanley Investment Management  2000 - 2004
Morgan Stanley  2000 - 2004
Morgan Stanley Asset Management  2000 - 2004
Van Kampen Investments  2000 - 2003
Kemper Funds  1996 - 2000
Scudder Kemper Investments   1996 - 2000

Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management

Education
Northwestern University   1986 — 1991
MBA, Marketing, Organization Behavior

Southern Illinois University, Carbondale   1976 — 1979
Bachelors of Science, Journalism

Chiang, Charles Chiang, Charles New York, New York Details
Chiang, Charles's SCUDDER KEMPER INVESTMENTS Experience 1997 - 1999
Job PC/LAN Technician
Industry Computer Hardware
Experience
Kramer Levin Naftalis & Frankel LLP  July 2011 - September 2013
Scudder Kemper Investments   1997 - 1999

Skills
Computer Hardware, Active Directory, Servers, Hardware, Blackberry Enterprise..., XP, Windows Server, VMware, DNS, Citrix, System Administration, Blackberry, Troubleshooting, Printers, Group Policy, Windows XP, Disaster Recovery, Windows, Software Documentation, Windows 7, Laptops, Data Center, OS X, Lotus Notes, IIS, Antivirus, Help Desk Support, Mac OS, Microsoft Office, iOS, iPad Support

Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Victor Eng Victor Eng Greater New York City Area Details
Victor Eng's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2000
Job Senior Java EE developer at eMusic
Industry Information Technology and Services
Experience
eMusic  June 2010 - Present
UNFPA  July 2009 - June 2010
IconNicholson  May 2005 - December 2008
Marsh Inc.  2000 - 2005
Scudder Kemper Investments   1997 - 2000

Skills
Java, Java Enterprise Edition, PHP, Software Development, Android Development, jQuery, XML, VBA, JavaScript, HTML, Agile Methodologies

Education
Baruch College, City University of New York (CUNY)

Brooks Doggett Brooks Doggett San Francisco Bay Area Details
Brooks Doggett's SCUDDER KEMPER INVESTMENTS Experience 1992 - 1995
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  DirectorDeutsche Bank2005 - Present
Merrill Lynch  1997 - 2005
Scudder Kemper Investments   1992 - 1995
Kemper Financial Services  1990 - 1994

Education
Duke University - The Fuqua School of Business   1995 — 1997

University of Vermont   1988 — 1992

Atiq Adamjee Atiq Adamjee San Francisco Bay Area Details
Atiq Adamjee's SCUDDER KEMPER INVESTMENTS Experience 1997 - 1999
Job Senior Solutions Architect at Red Hat
Industry Computer Software
Experience
Red Hat  March 2011 - Present
Novell  March 2004 - March 2011
Novell, Inc.   March 1999 - March 2004
Scudder Kemper Investments   1997 - 1999
Scudder, Kemper Investments  March 1997 - December 1998
JP Morgan  1994 - 1996
First Empire Securities, Inc  August 1991 - March 1994
Environment Research Information   1989 - 1991

Skills
Servers, Novell, Systems Management, Virtualization, LDAP, High Availability, Cloud Computing, Suse, Cluster, Storage, Open Source, Xen, Bash, Linux, Identity Management, Enterprise Architecture, Enterprise Software, Integration, Operating Systems, Pre-sales, VMware ESX, VMware, Data Center, SaaS, RedHat, Red Hat Linux

Education
Polytechnic University   1983 — 1989
Master of Science (MS), Electrical and Electronics Engineering

Katherine Duckworth Katherine Duckworth Greater Boston Area Details
Katherine Duckworth's SCUDDER KEMPER INVESTMENTS Experience December 1994 - April 2002
Job
Industry Investment Management
Experience
Wellington Management Company  September 2003 - Present
Genzyme  April 2002 - September 2003
Scudder Kemper Investments   December 1994 - April 2002
Houghton Mifflin Company  June 1993 - December 1994
Boston Financial Data Services  September 1989 - June 1993

Skills
Compensation, Human Resources, Management, Onboarding, Talent Acquisition, Talent Management, Deferred Compensation, Executive Pay, HRIS, PeopleSoft, Personnel Management, Performance Management, Employee Benefits, Organizational..., Workforce Planning

Education
Northeastern University   1989 — 1990
MA

Skidmore College   1985 — 1989
BA

The Field School   1981 — 1985
HS

Kirsten Bjerklie Kirsten Bjerklie Greater Boston Area Details
Kirsten Bjerklie's SCUDDER KEMPER INVESTMENTS Experience September 1995 - June 1998
Job Managing Director, Business Intelligence Advisors
Industry Financial Services
Experience
Business Intelligence Advisors  November 2010 - Present
Business Intelligence Advisors  August 2003 - October 2010
Putnam Investments  January 2000 - July 2003
Putnam Investments  July 1998 - December 1999
Scudder Kemper Investments   September 1995 - June 1998

Education
Babson College
MBA

Simmons College
MLS

University of Southern Maine
B.S., Elementary Education

Donald Della Valle Jr Donald Della Valle Jr Greater Boston Area Details
Donald Della Valle Jr's SCUDDER KEMPER INVESTMENTS Experience July 1997 - November 1999
Job Accounting Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2010 - Present
Bank of New York Mellon  April 2006 - January 2009
Oechsle International Advisors  December 1999 - April 2006
Scudder Kemper Investments   July 1997 - November 1999
Scudder, Stevens, & Clark   February 1996 - June 1997
Scudder, Stevens, & Clark   August 1994 - January 1996
State Street Bank  November 1992 - July 1994

Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis

Education
Bentley University   1988 — 1992

Central Catholic   1984 — 1988

Jo Monell Jo Monell Greater Boston Area Details
Jo Monell's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2001
Job Senior Director, Institutional Product Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2009 - Present
Fidelity Investments  2005 - 2008
Fidelity Investments  2001 - 2005
Scudder Kemper Investments   1998 - 2001
Bronner Slosberg Humphrey  1997 - 1997
Northwest Airlines  1994 - 1997

Skills
Cross-functional Team..., Product Management, Strategy, Product Marketing, CRM, Marketing Strategy, Program Management, Market Research, Direct Marketing, Business Analysis, Analytics, Integrated Marketing

Education
Yale University - Yale School of Management   1992 — 1994
MBA

Middlebury College
B.A.

Don Brabants Don Brabants Greater Boston Area Details
Don Brabants's SCUDDER KEMPER INVESTMENTS Experience June 1997 - June 2001
Job Information Technology at BMC HealthNet Plan
Industry Information Technology and Services
Experience
Boston Medical Center Healthnet Plan  July 2008 - Present
Clean Harbors  September 2003 - July 2008
Putnam Investments  August 2002 - September 2003
Deutsche Asset Management  June 2001 - July 2002
Scudder Stevens & Clark  1997 - 2002
Scudder Kemper Investments   June 1997 - June 2001
PC-PLUS Technologies, Inc.   January 1993 - June 1997

Skills
VMware ESX, Fibre Channel, SAN, Cloud Computing, Cisco Technologies, Servers, Citrix, Windows Server, VDI, Data Center, EMC Storage, Integration, Dell PowerEdge Servers, Active Directory, Hardware, VMware Infrastructure, Microsoft Exchange, VMware, Operating Systems, Management, Infrastructure, Switches, DNS, Technical Support, Group Policy, Network Administration, Networking, Enterprise Architecture, Enterprise Software, SCCM, Compellent, vSphere, ESXi, QSI, Trizetto, Brocade Fibre Switches, Arista, Cisco IOS, DHCP, DNS Server, Print Servers, RSA Security

Education
Boston University   1994 — 1995
Novell/LAN Certification

Northeastern University   1988 — 1993
MIS

Christine Ledin Christine Ledin Plymouth, Massachusetts Details
Christine Ledin's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2000
Job Assistant Vice President, SharePoint Administrator / Developer at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company  May 2002 - Present
International Cycling   2005 - 2010
Zurich Scudder Investments  2000 - 2002
Scudder Kemper Investments   1997 - 2000

Skills
Process Improvement, Risk Management, Project Management, Microsoft Excel, Banking, Customer Service, Access, Change Management, SQL, SDLC, Microsoft Office, SharePoint, Microsoft Word, Data Analysis, Strategic Planning, Business Analysis, Software Documentation, Human Resources, Vendor Management, Financial Reporting, Visio, Analysis, Program Management, Requirements Gathering, Business Intelligence, Databases, Requirements Analysis, Team Leadership, Business Process..., Quality Assurance, Troubleshooting, Security, Project Planning, Analytics, Microsoft SQL Server

Education
Quincy College   1998 — 2002
A.S., Computer Science

Stoughton High School   1982 — 1986

Royce Magnusson Royce Magnusson Boston, Massachusetts Details
Royce Magnusson's SCUDDER KEMPER INVESTMENTS Experience April 1999 - June 1999
Job Management Consultant/Project Manager, Specialized at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2011 - Present
Fidelity Investments  June 2010 - March 2011
Fidelity Investments  May 2007 - May 2009
FMR Co. Systems   April 2001 - May 2007
Goldman, Sachs & Company   June 1999 - February 2001
Scudder Kemper Investments   April 1999 - June 1999
Scudder Kemper Investments   March 1998 - April 1999
Fidelity Investments  June 1996 - March 1998
Merrill Lynch  June 1995 - August 1995

Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...

Education
University of Massachusetts at Amherst - Isenberg School of Management   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Paula McDougall Paula McDougall Greater Boston Area Details
Paula McDougall's SCUDDER KEMPER 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

Edward (Tory) Fiske Edward (Tory) Fiske Greater Boston Area Details
Edward (Tory) Fiske's SCUDDER KEMPER INVESTMENTS Experience 1987 - 2001
Job Supervisor, Order Processing, National Furniture Support Center at Business Interiors by Staples
Industry Furniture
Experience
Business Interiors by Staples  September 2012 - Present
Business Interiors by Staples  August 2002 - Present
Framingham Auxiliary Police   1995 - 2008
Fiske Lawn & Landscape   August 2001 - August 2004
Abt Associates  January 2001 - August 2001
Scudder Kemper Investments   1987 - 2001
Camp Wabun   1979 - 1981

Skills
Purchasing, Customer Satisfaction, Training, Process Improvement, Sales, Customer Service, Troubleshooting, Sourcing, Management

Education
Colby College   1982 — 1986
BA, Psychology

The Rivers School   1978 — 1982

Marlo Goodman Fox Marlo Goodman Fox New York, New York Details
Marlo Goodman Fox's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2001
Job Compliance Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2008 - Present
AIG Global Investment Group  2002 - 2008
Lovells  2001 - 2002
Scudder Kemper Investments   1999 - 2001
Hoffinger Friedland Dobrish & Bernfeld   May 1996 - 1999
Goodman Goodman & Jurist   1992 - 1996

Education
Hofstra University   1989 — 1993

Adelphi University
Paralegal Certificate, Paralegal

Len Dolan Len Dolan Greater Boston Area Details
Len Dolan's SCUDDER KEMPER INVESTMENTS Experience August 1991 - July 2004
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  July 2004 - Present
Scudder Kemper Investments   August 1991 - July 2004
Deutsche Asset Management  2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments)   2001 - 2004
Scudder Investments  1991 - 2004
Scudder  1991 - 2004
Deutsche Bank Private Wealth   1991 - 2004
Zurich Scudder Investments  1991 - 2004
Scudder  1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark)   1991 - 2004

Education
Boston University Questrom School of Business   1995 — 1999
MBA, Business

Isenberg School of Management, UMass Amherst   1985 — 1989
BBA, Finance - Cum Laude Graduate

University of Massachusetts, Amherst   1985 — 1989

Melrose High School   1982 — 1985
Diploma

Derek Heaslip Derek Heaslip Greater Boston Area Details
Derek Heaslip's SCUDDER KEMPER INVESTMENTS Experience 1995 - 1999
Job SMD, COO Institutional Retirement Business at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2014 - Present
TIAA-CREF  January 2005 - Present
State Street Corporation  2003 - 2005
Deutsche Asset Management  1995 - 2003
Scudder Kemper Investments   1995 - 1999

Education
Providence College   1987 — 1991
Finance

Mimi Gallagher Mimi Gallagher Greater Boston Area Details
Mimi Gallagher's SCUDDER KEMPER INVESTMENTS Experience September 1996 - December 1997
Job Accounting Professional
Industry Accounting
Experience
Volunteer at local schools   September 2010 - October 2012
State Street Bank  January 1998 - December 2005
Scudder, Stevens & Clark   1996 - 1999
Scudder Kemper Investments   September 1996 - December 1997

Skills
Process Improvement, Mutual Funds, Budgets, Leadership, Forecasting, Youth Development, Microsoft Excel, Project Management, Spreadsheets, Financial Services, Training, Managerial Finance, Event Management, Research, Presentations, Social Media, Accounting, Business, Team Building, Risk Assessment

Education
Boston College   2001 — 2005
Bachelor of Science (BS), Accounting, Finance

Courtney Murray Courtney Murray New York, New York Details
Courtney Murray's SCUDDER KEMPER INVESTMENTS Experience September 1998 - January 2000
Job Senior Manager Performance Improvement Alternative Asset Management
Industry Financial Services
Experience
Ernst and Young  July 2011 - Present
Ernst and Young LLP  January 2009 - August 2011
Ernst and Young LLP  2006 - 2009
Eaton Vance  January 2000 - June 2005
Scudder Kemper Investments   September 1998 - January 2000

Skills
Hedge Funds, Capital Markets, Due Diligence, Securities, Financial Analysis, Private Equity, Asset Managment, Corporate Finance, Fund Accounting, Bloomberg, Fixed Income, Financial Reporting, Accounting, SEC filings, Strategic Planning, Project Management, Process Improvement, Compliance, Dodd-Frank, Fund Administration, Prime Brokerage, Investor Relations, Middle Office, Back Office, Asset Management

Education
Suffolk University - Sawyer School of Management   2001 — 2003
MBA, MBA

Providence College   1994 — 1998
BS, Business Management

David Stepanis David Stepanis Greater Boston Area Details
David Stepanis's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1999
Job Vice President Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners  October 2014 - Present
HarbourVest Partners  November 2012 - October 2014
HarbourVest Partners  November 2008 - November 2012
HarbourVest Partners  November 2005 - November 2008
MFS Investment Management  September 1999 - November 2005
Scudder Kemper Investments   1998 - 1999

Skills
Budgets, Management, Financial Modeling, Mutual Funds, Portfolio Management, Private Equity, Valuation, Venture Capital

Education
Trinity College-Hartford   1995 — 1998
BA, Economics

Steve Leino, PMP Steve Leino, PMP Greater Chicago Area Details
Steve Leino, PMP's SCUDDER KEMPER INVESTMENTS Experience August 1996 - January 2000
Job Application Development Manager / Project Manager
Industry Information Technology and Services
Experience
Gallagher Bassett Services, Inc.   September 2007 - Present
On Point Technology, Inc  January 2003 - September 2007
BP/Amoco  September 2000 - January 2003
Analysts International Corp  August 1996 - January 2003
Navistar International  January 2000 - August 2000
Scudder Kemper Investments   August 1996 - January 2000
Protection Mutual Insurance Co.   August 1995 - August 1996
Protection Mutual Ins Co   June 1994 - July 1995
Premium Plastics, Inc   November 1993 - June 1994

Skills
Agile Methodologies, Software Development, SDLC, Databases, Microsoft SQL Server, ASP.NET, SharePoint, IIS, SQL, Requirements Gathering, .NET, Vendor Management, Crystal Reports, Visual Basic, VB.NET, JavaScript, Oracle, Testing, Database Design, Visual Studio, Requirements Analysis, Business Analysis, Software Documentation

Education
Roosevelt University   1994 — 1996
Bachelor of Science, Computer Information Sciences

University of Illinois at Chicago   1991 — 1994
Computer Science & General Engineering Coursework

Elgin Community College   1988 — 1991
General Education

Streamwood High School

E. J. Orr E. J. Orr Greater Chicago Area Details
E. J. Orr's SCUDDER KEMPER INVESTMENTS Experience 1985 - 2002
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

Mark Berroth Mark Berroth Portland, Oregon Area Details
Mark Berroth's SCUDDER KEMPER INVESTMENTS Experience 1993 - 1999
Job Private Client Liaison at U.S. Trust Company
Industry Investment Management
Experience
U.S. Trust Company   Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management  2009 - 2010
Fidelity Investments  2005 - 2007
Zurich Scudder Investments  2000 - 2002
Zurich Scudder Investments  1993 - 1999
Scudder Kemper Investments   1993 - 1999

Education
University of California, Santa Barbara   1986 — 1991

Said Naili Said Naili Greater Boston Area Details
Said Naili's SCUDDER KEMPER INVESTMENTS Experience 1996 - 2000
Job Applications Development Manager at Citistreet
Industry Financial Services
Experience
Citistreet  VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments   1996 - 2000
Scudder  1992 - 2000
Scudder Investments  1992 - 2000

Education
Boston University

David Burshtan David Burshtan Greater Chicago Area Details
David Burshtan's SCUDDER KEMPER INVESTMENTS Experience November 1995 - April 1999
Job Portfolio Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  December 2002 - Present
Northern Trust Company  May 1999 - November 2002
Scudder Kemper Investments   November 1995 - April 1999
Northern Trust Company  April 1993 - November 1995
Texas Commerce Bank  May 1989 - April 1993
Rotan Mosle/PaineWebber   December 1987 - May 1989
Ryder System  June 1986 - October 1987

Skills
Equities, Change Management, Portfolio Management

Education
University of Chicago   1984 — 1986
MBA, Finance

Brown University   1980 — 1984
B.A, Economics

Wheaton North High School

Debbie Hilden Debbie Hilden Greater New York City Area Details
Debbie Hilden's SCUDDER KEMPER INVESTMENTS Experience January 1997 - February 1998
Job Human Resource Manager at Advanced Billing Services, Inc.
Industry Human Resources
Experience
Advanced Billing Services, Inc.   February 2011 - Present
Education Opportunity Center of Westchester Community College   2009 - 2011
Scudder Kemper Investments   January 1997 - February 1998
Scudder Investments  January 1992 - December 1996
Scudder Investments  July 1989 - January 1992
Kaye Scholer LLP  January 1987 - July 1989
Mitsui & Co., Ltd.   January 1984 - January 1987

Skills
Employee Relations, Deferred Compensation, Training, Recruiting, PeopleSoft, Payroll, New Hire Orientations, Succession Planning, HR Policies, Applicant Tracking..., Management, Temporary Placement, FMLA, Workforce Planning, Screening Resumes, HR Consulting, Employee Training, Benefits Negotiation, Technical Recruiting, College Recruiting, Time Management, Career Development, Hiring, Leadership, Resume Writing, Interviews, Sourcing, Personnel Management

Education
Baruch College, City University of New York (CUNY)   1983 — 1987
MS, Industrial/Organization Psychology

University at Albany, SUNY   1979 — 1983
BA, Psychology, Business

Mark Partipilo Mark Partipilo Greater Chicago Area Details
Mark Partipilo's SCUDDER KEMPER INVESTMENTS Experience January 1994 - April 2001
Job Consultant at Verita Consulting
Industry Financial Services
Experience
Verita Consulting   January 2015 - Present
SPECTREM GROUP  August 2001 - December 2014
SCUDDER KEMPER INVESTMENTS   January 1994 - April 2001

Skills
Mergers, Budgeting, Forecasting, Due Diligence, Management Consulting, Strategic Planning, Budgets, Mergers & Acquisitions, Business Analysis, Competitive Analysis, Business Planning, Strategy, Financial Modeling, Management, Valuation, Finance, Analysis, Project Management, Financial Analysis

Education
DePaul University   1989 — 1993
Bachelor of Science, Finance and Accounting

Joanna (Josie) Kalig Joanna (Josie) Kalig Kansas City, Missouri Area Details
Joanna (Josie) Kalig's SCUDDER KEMPER INVESTMENTS Experience 1993 - 2003
Job Associate at Company Confidential
Industry Financial Services
Experience
Company Confidential  November 1993 - Present
Company Confidential  1993 - Present
Company Confidential  1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest   1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest   1993 - 2008
Zurich Scudder Investments  2001 - 2003
Scudder Kemper Investments   1993 - 2003
Zurich Scudder Investments  1999 - 2000
DST Systems  1988 - 1993
DST Systems  1988 - 1993

Education
Longview Community College   1993 — 1996
Associates, Economics / Accounting

St. Mary's High School   1984 — 1988

Nativity of Mary   1975 — 1983

Jerel Novick Jerel Novick Boston, Massachusetts Details
Jerel Novick's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2000
Job Proprietary Equity Trader at T3 Trading Group, LLC
Industry Investment Management
Experience
T3 Trading Group, LLC  June 2012 - Present
Gannett Welsh & Kotler  2010 - 2012
Gannett Welsh & Kotler  2008 - 2012
Gannett Welsh & Kotler  2002 - 2008
Gannett Welsh & Kotler  2000 - 2002
Scudder Kemper Investments   1998 - 2000
Scudder Kemper Investments   1998 - 1998
Investors Bank & Trust  1996 - 1998
Take A Break Student Travel   1994 - 1994
Hear Music  1991 - 1993

Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments

Education
Northeastern University - Graduate School of Business Administration   2006 — 2008
Master of Science (M.S.), Finance

Northeastern University   1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship

Millis High School   1986 — 1990

Dee Sheridan Dee Sheridan Greater Boston Area Details
Dee Sheridan's SCUDDER KEMPER INVESTMENTS Experience January 1998 - January 2000
Job Marketing Associate, Traffic and Production Supervisor
Industry Financial Services
Experience
Sallie Mae  November 2011 - Present
Vantage Deluxe World Travel  November 2009 - September 2011
Blue Cross Blue Shield of Massachusetts  September 2003 - June 2009
W.A. Wilde   2002 - 2003
Massachusetts Financial Services  January 2000 - May 2002
Scudder Kemper Investments   January 1998 - January 2000

Skills
Analysis, Marketing Communications, Team Leadership, Management, Project Management, PowerPoint, Leadership, Microsoft Office, Cross-functional Team..., Marketing, Budgets, Event Management, Advertising, Program Management, Quality Assurance, Time Management, Operations Management, Integrated Marketing, Process Improvement, Account Management, Event Planning

Education
Cambridge College   2009 — 2011
Masters, Management

Eastern Nazarene College   1991 — 1993
BS, Business Administration

Aquinas Jr College
Associates, Legal

Massachusetts Bay Community College
Liberal

Caroline McGowan Caroline McGowan Greater Boston Area Details
Caroline McGowan's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2000
Job Computer Software Professional
Industry Computer Software
Experience
Oneshield  2009 - Present
Sun Microsystems  2006 - 2008
Storability Software  2000 - 2006
Scudder Kemper Investments   1999 - 2000

Education
Dublin City University
BS Honors, Computer Applications, Computer Applications

Karen L. Metzger Karen L. Metzger Greater New York City Area Details
Karen L. Metzger's SCUDDER KEMPER INVESTMENTS Experience 1996 - 2002
Job Executive Coach
Industry Professional Training & Coaching
Experience
iCoachNewYork   September 2002 - Present
Executive Coaching & Management Consulting   September 1986 - Present
Scudder Kemper Investments   1996 - 2002
Lee Hecht Harrison  1981 - 1999

Skills
Executive Coaching, Executive Transition..., Leadership Development, Executive Coach...

Education
Columbia University School of Social Work
MSW, Social Welfare

Drew University
BA, Sociology

The Graduate Center, City University of New York
Social Welfare Policy

Fred Sabetta Fred Sabetta Cincinnati Area Details
Fred Sabetta's SCUDDER KEMPER INVESTMENTS Experience 1997 - 2003
Job MD at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management  May 2012 - Present
JP Morgan Asset Management  2003 - Present
JPMorgan Asset Management  November 2003 - April 2012
Zurich Scudder Kemper   1998 - 2003
Scudder Kemper Investments   1997 - 2003
Zurich Scudder Investments  1997 - 2002
Travelers Insurance Co  1983 - 1993
The Travelers Companies  1983 - 1993
Travelers Group/Citigroup/Travelers Life   1983 - 1993
Travelers  1983 - 1993

Education
Providence College   1966 — 1970
BS, Account

Don Bock Don Bock Greater Boston Area Details
Don Bock's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2003
Job Vice President, Finance at State Street Corp.
Industry Financial Services
Experience
State Street Corp.  March 2003 - Present
Scudder Kemper Investments   1998 - 2003
Fleet Bank  1992 - 1998

Skills
Mutual Funds, Financial Reporting, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Asset Management, Bloomberg, Financial Modeling, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Management

Boston University Questrom School of Business
BS, Accounting, Finance

Bill Gadsden Bill Gadsden Greater New York City Area Details
Bill Gadsden's SCUDDER KEMPER INVESTMENTS Experience 1998 - 2001
Job Chairman/Director at Rita Allen Foundation
Industry Investment Management
Experience
Silvercrest Asset Management Group LLC   June 2015 - Present
Jamison Eaton & Wood   September 2003 - Present
Rita Allen Foundation   March 2003 - Present
Deustche Bank Asset Management   2002 - 2003
Scudder Kemper Investments   1998 - 2001
Scudder Stevens & Clark  April 1983 - December 1997

Skills
Hedge Funds, Equities, Portfolio Management, Fixed Income, Asset Management, Investments, Alternative Investments, Asset Allocation, Private Equity, Series 7, Wealth Management, Valuation, Investment Management, Mutual Funds, Series 63, Financial Analysis

Education
University of Pennsylvania - The Wharton School   1979 — 1981
MBA, Finance

Trinity College-Hartford   1973 — 1977
BA, Philosophy/Psychology

Ed Miner Ed Miner Greater Chicago Area Details
Ed Miner's SCUDDER KEMPER INVESTMENTS Experience 1986 - 2000
Job Consultant at John Hancock
Industry Financial Services
Experience
John Hancock  Relationship ManagerAdministrative Management Group2000 - 2002
Administrative Management Group  2000 - 2002
Kemprt Retirement Plans   1987 - 2000
Scudder Kemper Investments   1986 - 2000

Education
Kalamazoo College   1972 — 1976
BA, Biology, Chemistry

Cesar Castaneda Cesar Castaneda Greater Chicago Area Details
Cesar Castaneda's SCUDDER KEMPER INVESTMENTS Experience January 1998 - October 1999
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement  December 2014 - Present
OneAmerica Financial Partners Inc.  April 2013 - December 2014
OneAmerica Financial Partners Inc.  January 2008 - December 2014
John Hancock Financial Services  May 2006 - January 2008
Edward Jones Investments  September 2005 - March 2006
Charles Schwab  October 1999 - September 2005
Scudder Kemper Investments   January 1998 - October 1999

Education
Elmhurst College   1992 — 1997
BS, International Business and Economics

Patricia L Godwin Patricia L Godwin Greater Chicago Area Details
Patricia L Godwin's SCUDDER KEMPER INVESTMENTS Experience December 1998 - June 2000
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
University of Chicago Booth School of Business  June 2010 - Present
Goldman Sachs  January 2001 - Present
Scudder-Kemper Investments  December 1998 - June 2000

Skills
Series 7, Series 66, Illinois Life Insurance..., Wealth Management

Education
University of Chicago   2010 — 2013
Master of Business Administration (MBA), Economics, Entrpreneurship, Finnce, International Business

Lehigh University - College of Business and Economics   1994 — 1998
BS, Finance

Maricar Polotaye Maricar Polotaye Greater New York City Area Details
Maricar Polotaye's SCUDDER KEMPER INVESTMENTS Experience February 1997 - May 1999
Job US Commercial Strategy Execution at Cordis
Industry Hospital & Health Care
Experience
Cordis  September 2010 - Present
Arjo Huntleigh  September 2009 - May 2011
Huntleigh Healthcare  2005 - 2009
TIB Mol Biol (Molecular Biology)   June 2003 - July 2005
Ernst & Young, LLP   May 2002 - October 2002
Arthur Andersen, LLP  June 2001 - May 2002
Scudder Kemper Investments   February 1997 - May 1999

Skills
Medical Devices, Capital Equipment, Analytics, Market Development, Cross-functional Team..., Forecasting, Orthopedic, Product Launch, Competitive Analysis, Selling, Hospitals, Sales Operations, Contract Negotiation, Product Development, Sales Effectiveness, Management, Healthcare, Business Development, Cardiology, Market Analysis, Operating Room, Market Research, Strategy, Pricing, Sales

Education
Boston College
BA, International Studies

Columbia University - School of International and Public Affairs
MA, International Economic Policy

Michele Corkery Michele Corkery Greater Boston Area Details
Michele Corkery's SCUDDER KEMPER INVESTMENTS Experience September 1993 - December 1999
Job Retirement Plans Communication Consultant
Industry Financial Services
Experience
Prudential Financial  August 2015 - Present
Putnam Investments (Empower Retirement after 1/1/15 merger w/JP Morgan & Great West)   September 2002 - July 2015
Student Advantage  January 2000 - October 2001
Scudder Kemper Investments   September 1993 - December 1999
Health Management Resources  March 1988 - May 1992

Skills
Email Marketing, Marketing Strategy, Account Management, Digital Marketing, Social Media, Marketing, Marketing Communications, Direct Mail, Creative Direction, Creative W, Creative Writing, Advertising, Management, Sales, Corporate Communications, Online Marketing, Public Relations, Lead Generation, Press Releases, Direct Marketing, Digital Strategy, Integrated Marketing, Copywriting

Education
Emerson College   1994 — 1998
MFA Creative Writing

Bates College   1983 — 1987
BA Political Science, Poli Sci, French

Kristen Carr Kristen Carr Greater San Diego Area Details
Kristen Carr's SCUDDER KEMPER INVESTMENTS Experience 1999 - 2000
Job Talent Acquisition Manager at Kindred Healthcare
Industry Staffing and Recruiting
Experience
Kindred Healthcare  July 2015 - Present
Allied Health Group  September 2013 - July 2015
AMN Healthcare  December 2012 - March 2013
Sagent Healthstaff  January 2007 - March 2009
Access Nurses  January 2006 - July 2006
EF Educational Tours  2000 - 2002
Scudder Kemper Investments   1999 - 2000

Skills
Recruiting, Sourcing, Talent Management, Human Resources, Employee Relations, HRIS, Process Improvement, Applicant Tracking..., Internet Recruiting, Job Fairs, Account Management, Screening Resumes, Microsoft Office, Management, Interviews, Talent Acquisition, Healthcare

Education
North Shore Community College   2009 — 2010
Nursing Prerequisites

Salem State University   1993 — 1998
BS, Business

Barrie French, CFA Barrie French, CFA Greater Los Angeles Area Details
Barrie French, CFA's SCUDDER KEMPER INVESTMENTS Experience 1998 - December 1999
Job Portfolio Manager at WesCorp
Industry Financial Services
Experience
WesCorp  April 2000 - Present
Scudder Kemper Investments   1998 - December 1999
Farmers Insurance  1983 - 1998

Skills
Portfolio Management, Investments, Securities, Loans, Mergers & Acquisitions, Interest Rate Risk..., Banking, Risk Management, ALM, Financial Analysis, Credit, Fixed Income, Derivatives, Cash Management, Financial Modeling

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business

University of California, Santa Barbara
Bus/Econ

George Antonak George Antonak New York, New York Details
George Antonak's SCUDDER KEMPER INVESTMENTS Experience January 1986 - May 2000
Job Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP  May 2010 - Present
Anton Investment Consulting   October 2006 - May 2010
Merrill Lynch Investment Managers  June 2000 - October 2006
Scudder Kemper Investments   January 1986 - May 2000

Education
Cornell University - Johnson Graduate School of Management
MBA, General Business

University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Marketing

Brian T. Hourihan Brian T. Hourihan Greater New York City Area Details
Brian T. Hourihan's SCUDDER KEMPER INVESTMENTS Experience January 1999 - July 1999
Job Senior Vice President & Senior Managing Counsel at OppenheimerFunds, Inc.
Industry Investment Management
Experience
OppenheimerFunds, Inc.   April 2006 - Present
MFS Investment Management  June 2004 - April 2006
Affiliated Managers Group  January 2004 - June 2004
Fidelity Investments FMR Corp.   August 1999 - January 2004
Scudder Kemper Investments   January 1999 - July 1999
U.S. Securities and Exchange Commission   September 1996 - December 1998
U.S. Securities and Exchange Commission   July 1995 - September 1996
Rogers & Wells  July 1993 - July 1995
Mudge Rose, Guthrie Alexander & Ferdon   September 1991 - July 1993

Skills
Mutual Funds, Alternative Investments, Asset Management, Financial Services, Hedge Funds, Equities, Investments, Capital Markets, Fixed Income, Securities, Securities Regulation, Investment Management, FINRA, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Trading, Structured Finance, Corporate Law, Offshore Funds, Municipal Bonds, ETFs, Finance, Due Diligence

Education
Georgetown University Law Center
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law

The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law Review

Boston College
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude

Newington High School   1979 — 1983

Sharon L Morgan-Barnhart Sharon L Morgan-Barnhart Reston, Virginia Details
Sharon L Morgan-Barnhart's SCUDDER KEMPER INVESTMENTS Experience August 1999 - September 2000
Job Microsoft Licensing Specialist US Public Sector
Industry Information Technology and Services
Experience
Microsoft  November 2013 - Present
General Dynamics Information Technology  February 2012 - November 2013
General Dynamics Information Technology  December 2010 - February 2012
DynCorp International  January 2009 - July 2010
SPAWAR Systems Center  December 2003 - July 2009
Commander, U.S. Naval Forces, Europe (C4I)   December 2000 - December 2003
Scudder Kemper Investments   August 1999 - September 2000
University of Kansas  October 1997 - June 1998

Skills
Military, DoD, Government Contracting, Security Clearance, Security+, Government, Information Assurance, Top Secret, Project Management, Security, Intelligence

Education
Bowie State University
MS, Management Information Systems

Bowie State University
MA, Public Administration

The University of Kansas
BA, Psychology

Nicole Brankin Nicole Brankin Greater Chicago Area Details
Nicole Brankin's SCUDDER KEMPER INVESTMENTS Experience September 1999 - February 2001
Job Manager Regulatory Compliance at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   February 2014 - Present
Blue Cross Blue Shield  April 2007 - February 2014
Cook County  February 2001 - April 2007
Scudder Kemper Investments   September 1999 - February 2001

Skills
Internal Controls, Business Analysis, Process Improvement, Change Management, Financial Reporting, Auditing, Accounting, Financial Analysis, Internal Audit, Risk Assessment, Enterprise Risk..., Risk Management, Due Diligence, Financial Accounting, Analysis

Education
Robert Morris University - Illinois   1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting

Steven Mirsky Steven Mirsky Greater New York City Area Details
Steven Mirsky's SCUDDER KEMPER INVESTMENTS Experience 1995 - 2000
Job Assistant Vice President Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York  May 2013 - Present
Federal Reserve Bank of New York  August 2001 - April 2013
Scudder Kemper Investments   1995 - 2000

Skills
Finance, Capital Markets, Counterparty Risk, Credit Risk, Banking, Risk Management, Fixed Income, Bloomberg, Derivatives, Financial Risk, Market Risk, Equities

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Finance

Washington University in St. Louis   1989 — 1993
BA, economics

Kelly Raso Kelly Raso Greater Boston Area Details
Kelly Raso's SCUDDER KEMPER INVESTMENTS Experience September 1996 - June 1999
Job call center at JN Phillips Auto Glass
Industry Automotive
Experience
JN Phillips Auto Glass  September 2002 - Present
JN Phillips Auto Glass  September 2002 - Present
J.N.Phillips Glass Co.   2002 - Present
Sigrid Olsen  June 1999 - September 2001
Sigrid Olsen  June 1999 - September 2001
Scudder Kemper Investments   September 1996 - June 1999
Scudder Kemper Investments   September 1996 - June 1999
French Connection  November 1994 - August 1996
French Connection  November 1994 - August 1996
Babcock & King   January 1993 - January 1994

Skills
Customer Service, Sales, Microsoft Office, Management, Data Entry, Process Scheduler, Training, Supervisory Skills, Call Centers

Education
Mount Ida College   1984 — 1985
Fashion Merchandising

Mount Ida College
Fashion Merchandising

Tony Jasinski, CFA Tony Jasinski, CFA Jackson, Mississippi Details
Tony Jasinski, CFA's SCUDDER KEMPER INVESTMENTS Experience June 1996 - August 1999
Job Vice President and Portfolio Manager at Trustmark National Bank
Industry Investment Management
Experience
Trustmark National Bank  November 2012 - Present
Greenleaf Trust  November 2008 - November 2011
Edgewater Capital Management   July 2003 - October 2008
Legg Mason Capital Management  2007 - 2008
Conseco Capital Management  July 2000 - June 2003
Scudder Kemper Investments   June 1996 - August 1999

Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...

Education
Northwestern University - Kellogg School of Management   1995 — 1996
MBA, Finance

University of Michigan - Stephen M. Ross School of Business   1985 — 1988
BBA, Finance and Marketing

East Grand Rapids High School

Chinwe Osuji, PMP Chinwe Osuji, PMP Greater Atlanta Area Details
Chinwe Osuji, PMP's SCUDDER KEMPER INVESTMENTS Experience December 1998 - August 2000
Job Business Solutions Lead at Philips Healthcare
Industry Information Technology and Services
Experience
Philips Healthcare  April 2015 - Present
Philips Healthcare  April 2013 - April 2015
Coca-Cola Enterprises  December 2012 - March 2013
CredAbility  August 2011 - December 2012
AIG Advisor Group  August 2009 - August 2011
AIG Advisor Group  April 2007 - August 2009
CIBC World markets  June 2001 - August 2006
CosmoCom  August 2000 - May 2001
Scudder Kemper Investments   December 1998 - August 2000
Boeing Helicopters  October 1996 - July 1998

Skills
Business Analysis, Testing, Project Planning, Requirements Analysis, Integration, Microsoft SQL Server, Unix, Analysis, Portfolio Management, Agile Methodologies, Databases, Software Development, Change Management, Management, Quality Assurance, Project Management, Leadership, SharePoint, CRM, Test Planning

Education
Hofstra University
MBA, Finance

Howard University
BS, Mechanical Engineering

Dennis Blue Dennis Blue Raleigh-Durham, North Carolina Area Details
Dennis Blue's SCUDDER KEMPER INVESTMENTS Experience April 1996 - December 2000
Job Wealth Director Eastern Carolinas Region at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  April 2012 - Present
BB&T  January 2010 - April 2012
Nationwide Financial  May 2007 - March 2009
BB&T  December 2000 - May 2007
Scudder Kemper Investments   April 1996 - December 2000
MFS Investment Management  August 1994 - April 1996

Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65

Education
Guilford College
B.A., Major: Political Science

Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development

Kira Redman Kira Redman Greater New York City Area Details
Kira Redman's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1998
Job Data and reporting analyst in transition
Industry Financial Services
Experience
In transition  2015 - Present
Bank of America  2011 - 2015
BNY Mellon  2007 - 2011
JPMorgan Chase  2003 - 2005
Deutsche Bank  1999 - 2003
Scudder Kemper Investments   1998 - 1998
Bank of New York Mellon  1995 - 1998

Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Business Analysis, Forecasting, Business Process, Risk Management, General Ledger, Managerial Finance, Management, Analysis, Budgets, Finance, Banking, Operational Risk..., PeopleSoft, Essbase, Balance Sheet..., UAT testing

Education
City University of New York-Brooklyn College
BS, Accounting

Harry Resis Harry Resis Greater Chicago Area Details
Harry Resis's SCUDDER KEMPER INVESTMENTS Experience June 1988 - July 2002
Job Private Investor
Industry Financial Services
Experience
U S Bank Fund Services   January 2014 - Present
Henderson Global Investors  July 2002 - October 2005
Scudder Kemper Investments   June 1988 - July 2002

Skills
Trading, Mutual Funds, Portfolio Management, Investments, Asset Management, Fixed Income

Education
Michigan State University   1965 — 1967
BS, Financial Administration

Chris Tagler Chris Tagler Greater Chicago Area Details
Chris Tagler's SCUDDER KEMPER INVESTMENTS Experience October 1997 - November 1998
Job Teacher at Providence Catholic High School
Industry Education Management
Experience
Providence Catholic High School  August 2007 - Present
Oak Lawn Community High School  August 2003 - June 2007
CHSD 218  2003 - 2007
CHSD 230   2003 - 2007
Thomson Reuters  2000 - 2002
SJS Securities, Inc.   1998 - 2000
Scudder Kemper Investments   October 1997 - November 1998
Chicago Stock Exchange  1998 - 1998

Skills
Classroom, Classroom Management, Curriculum Development, Curriculum Design, Public Speaking, Microsoft Office, Microsoft Excel, Coaching, Lesson Planning, Teacher Training, Tutoring, Teaching, Customer Service, Microsoft Word, Social Studies, Instructional Design, Educational Leadership, Educational Technology, Staff Development, Elementary Education

Education
National-Louis University   2003 — 2010
M.A., Education

Northern Illinois University - College of Business   1993 — 1997
B.S., Marketing

Alan B. Shepard High School   1989 — 1993

Lauren Baricos Lauren Baricos New York, New York Details
Lauren Baricos's SCUDDER KEMPER INVESTMENTS Experience June 1996 - June 1999
Job Equity Sales and Sales Manager
Industry Financial Services
Experience
Citi  2002 - 2009
JPMorgan Chase  June 1998 - November 2002
Scudder Kemper Investments   June 1996 - June 1999

Skills
CFA

Education
The American University, Washington DC   1995 — 1996
MBA, Finance

Tulane University   1989 — 1993
BS, Political Science

Susan Carlson Susan Carlson Greater Boston Area Details
Susan Carlson's SCUDDER KEMPER INVESTMENTS Experience 1998 - 1999
Job Artist, Writer, Photographer, Project Mgr, Traffic / Production Mgr
Industry Marketing and Advertising
Experience
Self-employed  2008 - Present
Custom Learning Designs  2006 - 2008
Several Boston Area companies   1994 - 2008
Raytheon Technical Services Company  2004 - 2005
The VIA Group  2003 - 2004
GTS / Publishing Solutions Group   2002 - 2003
Mullen  1999 - 2001
Scudder Kemper Investments   1998 - 1999
Trinity Communications  1996 - 1998
JWG Associates  1995 - 1996

Skills
Advertising, Print Production, Direct Mail, Art Buying, Online Advertising, Creative Writing, Fine Art Photography, Publishing, Editing, Creative Concept..., Marketing Communications, Quality Assurance, Production Schedules, Budget Management, Proofreading

Education
Massachusetts College of Art
Painting, Photography

Northeastern University
Art, Architecture

Randall Derby Randall Derby Worcester, Massachusetts Details
Randall Derby's SCUDDER KEMPER INVESTMENTS Experience April 1998 - May 2000
Job VP; Business Strategy & Initiative Manager
Industry Banking
Experience
Bank of America  May 2000 - Present
Scudder Kemper Investments   April 1998 - May 2000
Fidelity Investments  December 1996 - December 1997
Paul Revere Insurance Group (now UNUM)   July 1987 - December 1996

Skills
SQL, Data Warehousing, SQL Tuning, Transact SQL, Microsoft SQL Server, Oracle SQL, Unix Shell Scripting, MS Access, MS Excel, Business Intelligence

Education
Colorado State University
Master of Science (M.S.), Computer Information Systems

University of Massachusetts, Amherst
Bachelor of Science (B.S.), Natural Resource Economics

Brian M. Gibbons, Jr., CFA Brian M. Gibbons, Jr., CFA Greater New York City Area Details
Brian M. Gibbons, Jr., CFA's SCUDDER KEMPER INVESTMENTS Experience 1997 - 1999
Job Sr. Analyst, Oil & Gas IG & HY Credit Research at CreditSights, Inc.
Industry Investment Management
Experience
CreditSights, Inc.   December 2002 - Present
Credit Suisse First Boston  2000 - 2002
Credit Suisse First Boston  1999 - 2000
Scudder Kemper Investments   1997 - 1999

Skills
Chartered Financial..., Oil & Gas, High Yield Analysis, High Yield Bonds, Investment Grade..., Credit, Credit Analysis, Bond Markets, Bonds, Equity Research, Equities, Valuation, Equity Valuation, Financial Modeling, Hedge Funds, Investments, Emerging Markets, Capital Markets, Portfolio Management, Investment Banking, Asset Managment, Financial Markets, Bloomberg, Bloomberg Terminal, Energy, E&P, Refiners, Integrated Oils, Oilfield Services and...

Education
Penn State University   1993 — 1997
Bachelor of Science (BS), Economics

Lameke Cannon Lameke Cannon New York, New York Details
Lameke Cannon's SCUDDER KEMPER INVESTMENTS Experience June 1998 - April 2000
Job Associate at Venable LLP
Industry Law Practice
Experience
Venable LLP  September 2007 - Present
Morgan Stanley  April 2000 - January 2006
Scudder Kemper Investments   June 1998 - April 2000

Skills
White-Collar Compliance..., Litigation, Legal Writing, Corporate Governance, Legal Research, Legal Ethics, Corporate Law, Civil Litigation, Due Diligence, FCPA, Fraud, Internal Investigations

Education
Fordham University School of Law   2003 — 2007
Doctor of Law (J.D.)

University of South Carolina-Columbia   1994 — 1998
Bachelor of Science (B.S.), Finance, General

Christina Winsor Christina Winsor Brookline, New Hampshire Details
Christina Winsor's SCUDDER KEMPER INVESTMENTS Experience March 1998 - July 2000
Job Product Manager / Senior Analyst at Interware Development Company, Inc
Industry Accounting
Experience
Interware Development Company, Inc   April 2005 - Present
Wellington Management  August 2000 - January 2004
Scudder Kemper Investments   March 1998 - July 2000

Skills
Microsoft Excel, Access, Crystal Reports, Microsoft Word, Advantage Database..., Microsoft SQL Server, PowerPoint, QuickBooks, Quicken, Technical Support, Financial Reporting, Financial Accounting, Report Writing

Education
Suffolk University   2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.85

University of New Hampshire - Whittemore School of Business and Economics   1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Cum Laude

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