Scudder, Stevens & Clark

Description

Address: 160 Federal St, Boston, MA 02110 Phone: (617) 330-5780: : Place name: : : Category: Website: : : Own this business?

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Scudder, Stevens & Clark Employees

Employee
Years
Job
Industry
Maria Micolucci Maria Micolucci Wayne, Pennsylvania Details
Maria Micolucci's Scudder, Stevens & Clark Experience 1995 - 1997
Job ABR, Realtor at Berkshire Hathaway Fox and Roach Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach Realtors  2013 - Present
Pennsylvania House of Representatives  2008 - 2010
Resource Real Estate  2005 - 2006
SEI Investments  1998 - 2000
Wellington Management Company, LLC   1997 - 1998
Scudder Stevens & Clark  1995 - 1997
Putnam Investments  1993 - 1995

Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales

Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies

Watervliet High School

Debbie Slezak Debbie Slezak Thousand Oaks, California Details
Debbie Slezak's Scudder, Stevens & Clark Experience June 1971 - May 1975
Job Owner, Certified Shorthand Reporter at Deborah Brown & Associates
Industry Legal Services
Experience
Deborah Brown & Associates   February 1981 - Present
Gibson, Dunn & Crutcher LLP   May 1975 - February 1981
Scudder, Stevens & Clark   June 1971 - May 1975

Skills
Investment Properties, Editing, Arbitration, Public Relations, Hearings, Courts, REO, Civil Litigation, Single Family Homes, Real Estate, Short Sales, Management, Personal Injury, Depositions, Medical Malpractice, Litigation, Legal Research, Litigation Support, Legal Writing, Public Speaking, Corporate Law, Trials, Marketing

Education
Pasadena City College   1980 — 1983
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities

Brett Rainey Brett Rainey Dallas/Fort Worth Area Details
Brett Rainey's Scudder, Stevens & Clark Experience 1993 - 1996
Job Senior Vice President, Program Management
Industry Investment Management
Experience
Envestnet, Inc  October 2014 - Present
Placemark Investments  January 2014 - October 2014
Placemark Investments  January 2012 - January 2014
Placemark Investments  January 2009 - January 2012
Placemark Investments  November 2006 - December 2008
JP Morgan  September 2004 - October 2006
MFS Investment Management  January 2000 - September 2004
Chubb Securities / Jefferson Pilot   December 1996 - January 2000
Evergreen Investments  February 1996 - November 1996
Scudder, Stevens & Clark   1993 - 1996

Education
University of Massachusetts, Amherst
BA

Nancy Baxter, CIMA Nancy Baxter, CIMA Colorado Springs, Colorado Details
Nancy Baxter, CIMA's Scudder, Stevens & Clark Experience 1994 - 1999
Job Director of Gift Planning at Colorado College
Industry Philanthropy
Experience
Colorado College  2013 - Present
The Colburn School  2009 - Present
Wells Fargo  1999 - 2012
Scudder, Stevens & Clark   1994 - 1999
Northern Trust  1989 - 1994
HME International Advisors   1987 - 1989

Skills
Foundations, Endowments, Asset Management, Planned Giving, Charities, Asset Allocation, Philanthropy, Non-profits, Public Speaking, Investments, Asset Managment, Strategic Financial..., Financial Goals, Portfolio Management, Executive Education, Higher Education, Community Service, Investment Management, Investment Strategies, Wealth Management, Nonprofits, High Net Worth..., Investment Advisory, Alternative Investments, Wealth Management..., Series 7, Estate Planning, Retirement Planning, Mutual Funds, Wealth, Financial Advisory, Equities, Hedge Funds, Fixed Income, Series 63, Securities, Financial Services, Leadership, Financial Planning, Fundraising, Management, Strategic Planning, Community Outreach, Event Planning, Research

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1984 — 1986
MBA, Finance

Colorado College   1974 — 1978
BA, Political Science (International Relations)

Mick Chamberlain Mick Chamberlain Phoenix, Arizona Area Details
Mick Chamberlain's Scudder, Stevens & Clark Experience 1994 - 1997
Job Principal at IntelliSchool PV
Industry Higher Education
Experience
IntelliSchool PV   2014 - 2015
EVIT Adult Education   2013 - 2014
Skyline Prep HS   2012 - 2013
Maricopa Community Colleges  June 2007 - June 2012
Precision High School   2004 - 2007
Charles Schwab  January 1997 - February 2001
Scudder Stevens & Clark  1994 - 1997
BFDS  1989 - 1994

Skills
Teacher Training, Instructional Design, Educational Leadership, Tutoring, Public Speaking, Curriculum Development, Instructional Technology, Classroom, Educational Technology, Higher Education, Staff Development, Adult Education, E-Learning, Program Development, Distance Learning, Teaching, Grant Writing, Vendor Management, Curriculum Design, Student Development, Student Affairs, Process Improvement, Program Management, Nonprofits, Leadership Development, Leadership, Project Management, Research, Management, Strategic Planning

Education
University of Phoenix   2008 — 2010
Master's degree, Educational Administration and Supervision

University of Phoenix   2004 — 2006
Master of Arts (M.A.), Secondary Education and Teaching

The London School of Economics and Political Science (LSE)   1972 — 1975
Bachelor of Science (BSc)

Linda Pepe Linda Pepe Greater Boston Area Details
Linda Pepe's Scudder, Stevens & Clark Experience July 1996 - June 1997
Job Strategic Marketing | Brand Development | Social Media
Industry Marketing and Advertising
Experience
Pepe Consulting   October 2013 - Present
Burns & Levinson LLP  August 2014 - July 2015
Mintz Levin  November 2009 - October 2013
Pepe Design/Pepe & Hunt Communications   June 2008 - November 2011
Greenberg Traurig  March 2004 - January 2009
Fidelity Investments  September 2003 - March 2004
Mullen  June 2000 - June 2003
Harpell Martins & Company   February 1999 - May 2000
The Boston Group  June 1997 - February 1999
Scudder, Stevens & Clark   July 1996 - June 1997

Skills
Social Media Marketing, Legal Marketing, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Brand Developement, Website Development, Strategic Planning, Creative Direction, Corporate Communications, Corporate Branding, Advertising, Lead Generation, Brand Development, Social Media, Marketing, Strategy, Creative Strategy, Direct Mail, Art Direction, Corporate Identity, Broadcast, Collateral, Leadership, Brochures, Online Marketing, Newsletters, Copywriting, Digital Marketing, Online Advertising, Management, Strategic Communications, Internal Communications, Blogging, SEO, Digital Media, Analytics, Business Development, Branding & Identity, Social Media Strategist, Brand Management

Education
Parsons School of Design   1981 — 1985
Bachelor of Fine Arts (BFA), Communication Design

Terri Ficenec Terri Ficenec Southborough, Massachusetts Details
Terri Ficenec's Scudder, Stevens & Clark Experience 1988 - 1991
Job Portrait Artist
Industry Fine Art
Experience
Self-employed  2003 - Present
TeamShare Solutions   1996 - 2003
BJC HealthCare  February 1995 - May 1996
BJC HealthCare  January 1994 - February 1995
Jewish Hospital of St. Louis  January 1993 - December 1993
Jewish Hospital of St. Louis  September 1991 - December 1992
Scudder, Stevens & Clark   1988 - 1991
Suffolk University  1985 - 1988
Blue Cross Blue Shield of New Jersey  January 1984 - December 1984

Skills
Oil Painting, Oil Paint, Painting, Drawing, Web Development, Fine Art, Visual Arts, Mixed Media

Education
Suffolk University - Sawyer School of Management   1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General

The College of William and Mary   1980 — 1983
Bachelor of Science (BS), Biology

Manchester Regional High School   1976 — 1980

Manchester Regional High School

Michael Paduck Michael Paduck Boston, Massachusetts Details
Michael Paduck's Scudder, Stevens & Clark Experience September 1993 - October 1995
Job Corporate Account Manager
Industry Health, Wellness and Fitness
Experience
Town Sports International  August 2003 - Present
Fleet Boston Financial  January 1998 - March 2003
Brown & Company  February 1997 - December 1997
Fidelity Investments  October 1995 - January 1997
Scudder Stevens & Clark  September 1993 - October 1995

Skills
Fitness, Wellness, Account Management, Customer Service, Direct Sales, Management, New Business Development, Sales, Sales Management, Sports, Hospitality, Team Building, Wellness Coaching, Marketing, Training, Cold Calling, Customer Retention, Salesforce.com

Education
Saint Michael's College   1990 — 1993

University of Massachusetts, Amherst   1989 — 1990

Duff Ferguson Duff Ferguson Los Angeles, California Details
Duff Ferguson's Scudder, Stevens & Clark Experience June 1992 - June 1996
Job Founder/Principal, Amplitude Creative
Industry Marketing and Advertising
Experience
Amplitude Creative   January 2004 - Present
LivnGiv - Charitable Loyalty App for High-End Restaurants   July 2013 - May 2014
Goldline International, Inc  August 2010 - May 2012
McKesson Corporation  June 2002 - January 2004
Metamarkets.com   March 2000 - September 2001
Alliance Capital Management L.P.   June 1996 - March 2000
Scudder, Stevens & Clark   June 1992 - June 1996
Ogilvy Public Relations Worldwide  1991 - 1991

Skills
Media Relations, Crisis Communications, Advertising, Marketing Communications, Speech Writing, Sponsorship, Public Affairs, Internal Communications, Communication Training, Corporate Communications, Social Media Marketing, Social Media, Strategic Communications, Reputation Management, Public Relations, Email Marketing, Lead Generation, Writing, Digital Marketing, SEO, Entertainment, New Media, Start-ups, Strategy, Marketing, Online Advertising, SEM, Brand Management, Content Management, Creative Direction, Leadership, Corporate Branding, Digital Strategy, Strategic Partnerships, Thought Leadership, Online Marketing, Editorial, Content Strategy, Content Development, Press Releases, Television, Digital Media, Direct Marketing, Video, Integrated Marketing, Marketing Strategy, Web Analytics, Mobile Devices, Entrepreneurship, Copywriting

Education
Haverford College   1988 — 1992
BA, History

Leys School   1986 — 1987
none, Maths, History, English

Karen Padawer Karen Padawer Greater New York City Area Details
Karen Padawer's Scudder, Stevens & Clark Experience 1987 - 1994
Job President at KIP Consulting & Design Inc
Industry Information Technology and Services
Experience
KIP Consulting & Design Inc   2013 - Present
Bridgewater Associates  December 2013 - August 2014
Morgan Stanley  2012 - August 2013
Credit Suisse  February 2012 - July 2012
North Shore Long Island Jewish Health System  July 2010 - November 2011
The Nielsen Company  February 2008 - April 2010
UBS  November 2005 - March 2007
CHASE Credit Card Services  1994 - 2004
Scudder, Stevens & Clark   1987 - 1994
Citibank  1980 - 1985

Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance

Education
Fordham Gabelli School of Business
MBA, Marketing

University at Albany, SUNY
BS, Business Administration

Melissa Morgenson Melissa Morgenson Louisville, Kentucky Area Details
Melissa Morgenson's Scudder, Stevens & Clark Experience October 1983 - July 1986
Job Executive Secretary at University of Louisville School of Medicine
Industry Higher Education
Experience
University of Louisville  August 1998 - Present
(Self-Employed)   July 1994 - March 1998
University of Louisville School of Medicine  August 1990 - February 1994
Miami University  July 1988 - June 1990
Cincinnati Digestive Disease Associates, Inc   June 1987 - July 1988
Scudder, Stevens & Clark   October 1983 - July 1986
International Writing Institute, Inc   June 1981 - June 1983
University Hospitals  May 1978 - June 1981
Case Western Reserve University  May 1977 - May 1978

Skills
Event Planning, Administrative..., PowerPoint, Office Management, Higher Education, Editing, Microsoft Word, Grant Writing, Microsoft Excel, Outlook, Data Entry, Microsoft Office, Public Speaking, Community Outreach, Proofreading, Spreadsheets, Newsletters, Time Management

Education
University of Louisville   2002 — 2011
B.A., English

Miami University   1970 — 1974
English Literature program

Deborah Miles Czech Deborah Miles Czech Saratoga Springs, New York Details
Deborah Miles Czech's Scudder, Stevens & Clark Experience April 1996 - August 1997
Job Marketing advisor to small businesses and nonprofits: PR, outreach/events, copywriting, web & social media
Industry Public Relations and Communications
Experience
Miles Ahead Communications   October 1998 - Present
State Street Research & Management  September 1997 - May 1998
Scudder, Stevens & Clark   April 1996 - August 1997
L.L.Bean   September 1994 - March 1996
L.L.Bean   May 1993 - August 1994
New England Trade Adjustment Assistance Center   August 1988 - April 1993
Harron & Associates  June 1986 - July 1988

Skills
Media Relations, Editing, Public Relations, Proofreading, Marketing Communications, Copywriting, Event Planning, Newsletters, Community Outreach, Brochures, Content Strategy, Content Development, Advertising, Social Media, Strategic Communications, Marketing, Integrated Marketing, Press Releases, Marketing Strategy, Event Management, Direct Marketing

Education
Yale University   1982 — 1986
B.A, Political Science

Simmons College - Simmons School of Management   1989 — 1991
M.B.A, Marketing

Cornell University   2012 — 2012
eCornell - Professional Development Certificate Program, Plant-Based Nutrition

Michele Yudysky Michele Yudysky United States Details
Michele Yudysky's Scudder, Stevens & Clark Experience 1988 - 1995
Job Membership Coordinator at Association of Strategic Alliance Professionals
Industry Nonprofit Organization Management
Experience
Association of Strategic Alliance Professionals  December 2012 - Present
Benchmark Sales & Marketing  2009 - 2012
Independent  2005 - 2012
Scudder, Stevens & Clark   1988 - 1995
Fidelity Investments  1986 - 1988

Skills
Microsoft Office, Excel, Outlook, Word, PowerPoint, Publisher, Event Planning, Email Marketing, Marketing Communications, Administration, Trade Shows, Customer Relations, Customer Service, Microsoft Word, System Administration, New Business Development, Online Marketing, Microsoft Excel, Nonprofits, Event Management, Social Media, Project Management, CRM, Marketing, Newsletters

Education
State University of New York at Oswego
B.A, Communication Studies

William F. Shaw William F. Shaw Boston, Massachusetts Details
William F. Shaw's Scudder, Stevens & Clark Experience 1997 - 1999
Job Managing Director, Head of Marketing & Communications, Windhaven Investment Management, a Charles Schwab Company
Industry Financial Services
Experience
Windhaven Investment Management, a Charles Schwab Company   January 2015 - Present
The Collaborative - Advisors Trusted Advisor   2013 - 2015
The Hartford  2008 - 2013
MFS Investment Management  1999 - 2008
Scudder, Stevens & Clark   1997 - 1999
John Hancock Life Insurance Company (U.S.A.)   1985 - 1996

Skills
Qualified Retirement..., Relationship Management, Mutual Funds, Financial Services, Series 63, Marketing, Investments, Leadership, Strategy, Social Media, Communication, Marketing Strategy, Project Management, CRM, Advertising, Integrated Marketing, Competitive Analysis, 401k, Retirement Planning, Retirement

Education
Boston University Questrom School of Business
MBA, Marketing

Harvard University
Graduate C.S.S. Program

Suffolk University
Bachelor of Arts (BA)

Linda (Morgan) Lessard Linda (Morgan) Lessard Greater Boston Area Details
Linda (Morgan) Lessard's Scudder, Stevens & Clark Experience 1992 - 1998
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

Marc Riddick, CFA Marc Riddick, CFA Greater New York City Area Details
Marc Riddick, CFA's Scudder, Stevens & Clark 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

Peter Walker, CIMA, AIF, CAIA Peter Walker, CIMA, AIF, CAIA Greater New York City Area Details
Peter Walker, CIMA, AIF, CAIA's Scudder, Stevens & Clark Experience September 1996 - October 1997
Job Senior Vice President, East Division Field Sales Director Broker Dealer Sales
Industry Investment Management
Experience
AMG Funds  April 2005 - Present
Alliance Capital Management  January 2002 - December 2002
Phoenix Investment Partners  December 1997 - November 2001
Scudder Stevens & Clark  September 1996 - October 1997

Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management

Education
University of Vermont   1992 — 1996
Bachelor of Arts, Political Science

The University of Queensland   1995 — 1995

Anna Oakley van Ophem Anna Oakley van Ophem Overland Park, Kansas Details
Anna Oakley van Ophem's Scudder, Stevens & Clark Experience 1996 - 1998
Job Business Owner of IMAG(in)E Life Coaching LLC
Industry Health, Wellness and Fitness
Experience
IMAG(in)E Life Coaching LLC   February 2015 - Present
Great-West Financial  August 2014 - January 2015
J.P. Morgan   January 2006 - August 2014
Callan Associates  2000 - 2006
Putnam Investments  1998 - 2000
Scudder Stevens & Clark  1996 - 1998
Hewitt Associates  1988 - 1996
Chicago Board of Options Exchange  1988 - 1988
U.S. Army Corps of Engineers   1985 - 1988

Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory

Education
Hypnosis Motivation Institute   2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression

DePaul University - Charles H. Kellstadt Graduate School of Business   1990 — 1993
Master of Business Administration (MBA), International Business

University of Illinois at Urbana-Champaign - College of Business   1984 — 1988
BS, Finance, General

Scott Giering Scott Giering Washington, District Of Columbia Details
Scott Giering's Scudder, Stevens & Clark Experience July 1995 - September 1996
Job Division Chief Compliance Programs at Federal Transit Administration
Industry Architecture & Planning
Experience
Federal Transit Administration  May 2015 - Present
WMATA  November 2012 - May 2015
Howard/Stein-Hudson Associates  November 2004 - November 2012
Research Foundation of CUNY  April 2009 - August 2011
EDventure Holdings   September 1996 - April 2003
Scudder, Stevens & Clark   July 1995 - September 1996
Madagascar Micro-enterprise Development Project   June 1992 - July 1995

Skills
Urban Planning, Transportation Planning, Comprehensive Planning, Land Use Planning, Urban Design, Transit-oriented..., Regional Planning, AutoCAD, SketchUp, Pedestrian Planning, GIS, Sustainability, public involvement, Public Facilitation, Strategic Planning, Social Media, Mobility Management, Business Strategy, Business Planning, General Public, Land Use

Education
Hunter College   2004 — 2008
Master's degree, Urban Planning

New York University - Leonard N. Stern School of Business   1996 — 1999
Master of Business Administration (MBA), Management of Information Systems & International Business

Georgetown University   1990 — 1994
Bachelor's degree, Economics

School for International Training   1992 — 1993
Development Studies

julio rosario julio rosario Puerto Rico area Details
julio rosario's Scudder, Stevens & Clark Experience January 1997 - January 1997
Job Computer Conslutant, Web Designer, Social Media Cooridinator at CPI Hospitality / Bahia Marina Condo Hotel
Industry Computer Networking
Experience
CPI Hospitality / Bahia Marina Condo Hotel   May 2004 - Present
Around Town, Inc   January 1999 - April 2004
New York University  January 1998 - January 1999
Index Stock Imagery  January 1997 - January 1998
Coopers and Lybrand  January 1997 - January 1998
Scudder Stevens & Clark  January 1997 - January 1997
Communications Engineering, Inc  January 1997 - January 1997
Scalabrini Villa Health Care Center   January 1995 - January 1997
Blood Research Center   January 1994 - January 1995
Harvard University  January 1992 - January 1994

Skills
Windows 7, Windows Server, SCCM, Help Desk Support, Servers, Web Design, Routers, Technical Support, Laptops, WAN, Troubleshooting, Microsoft Exchange, Security, Printers, Lotus Notes, Software Documentation, Network Administration, Microsoft Office, Networking, Testing, Windows, Social Media, Photoshop, Software Installation, Workstations

Education
Harvard University   1992 — 1994
Associates, Astronomy and Astrophysics

Boston College   1992 — 1993
Certificate, Novell Network Administration

New York University   1982 — 1984
Assoicate, Computer Science

Sabrina Yuquan Chen Sabrina Yuquan Chen Greater Boston Area Details
Sabrina Yuquan Chen's Scudder, Stevens & Clark Experience July 1996 - May 1997
Job SQL | Oracle DBA | Web Design | Affiliate Marketing | Mandarin Bilingual
Industry Information Technology and Services
Experience
Database Administrator Seeking Opportunities to Advance My IT Career   March 2015 - Present
Self-Employed  June 2001 - Present
Hstar Technologies  March 2014 - September 2014
Hstar Technologies  July 2011 - September 2011
Harvard University  August 1999 - May 2001
MFS Investment Management  February 1998 - August 1999
Fidelity Investments  October 1997 - January 1998
Work Family Directions  July 1996 - May 1997
Scudder, Stevens & Clark   July 1996 - May 1997

Skills
Database Administration, Databases, SQL Server Management..., SQL Server Data..., Oracle, Unix, Microsoft SQL Server, SQL, MySQL, SSIS, Stored Procedures, Problem Solving, Microsoft Office, SharePoint Designer, SharePoint, Sybase, Corporate Website..., Linux, SQL Server, Website Administration, PowerPoint, Microsoft Excel, Microsoft Word, Financial Planning, Process Improvement, Technical Support, Technical Documentation, Bilingual Communications, Affiliate Marketing, SEO, Joomla, CSS, Web Development, Google Docs, Google Adwords, Unix Administration, HTML, Access, Perl, Web Design, Google Analytics, MovableType, FrontPage, FTP, Shell Scripting, Organizational..., Time Management, Office Administration, Sybase Adaptive Server, Sony Vegas

Education
University of Science and Technology of China
Bachelor's Degree, Applied Chemistry

Boston University Metropolitan College
UNIX Admin Certification, UNIX Administrator

Mike Shields, CFA Mike Shields, CFA Charlotte, North Carolina Area Details
Mike Shields, CFA's Scudder, Stevens & Clark Experience 1992 - 1997
Job President & CEO at Piedmont Trust Company
Industry Investment Management
Experience
Piedmont Trust Company  June 2012 - Present
Shields Advisors   April 2010 - June 2012
Blackhawk Capital Management   2008 - 2010
Eastover Capital Management   2005 - 2007
Halftime Group   2003 - 2005
US Trust  1997 - 2002
Scudder, Stevens & Clark   1992 - 1997
Nationsbank (now Bank of America)   1980 - 1992

Education
University of North Carolina at Chapel Hill   1982 — 1984
MBA, Finance

UNC Charlotte   1976 — 1980
BA, Economics

John de Luna John de Luna San Francisco Bay Area Details
John de Luna's Scudder, Stevens & Clark Experience 1990 - 1998
Job President & CEO, De Luna Partners
Industry Venture Capital & Private Equity
Experience
Penserra Securities LLC  October 2011 - Present
Penserra Securities LLC  October 2011 - Present
De Luna Partners   2002 - Present
State Street Research & Management, now Blackrock   2000 - 2002
State Street Global Advisors (SSgA)   1998 - 2000
Scudder, Stevens & Clark   1990 - 1998
Irving Trust  1987 - 1989
Crocker Bank  1979 - 1986

Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation

Education
Santa Clara University School of Law   1976 — 1979
JD, Law

Santa Clara University   1972 — 1976
BS, Psychology

Phillip Faigley Phillip Faigley Lancaster, Ohio Details
Phillip Faigley's Scudder, Stevens & Clark Experience June 1987 - September 1989
Job Specialty Clerk, Beer & Wine at Meijer
Industry Retail
Experience
Meijer  January 2015 - Present
Self Employed  May 2005 - August 2014
Helix Investment Partners LLC   October 1989 - May 2005
Scudder, Stevens & Clark   June 1987 - September 1989
Marine Midland Bank  May 1985 - March 1987
Honeywell  January 1981 - August 1983
United States Marine Corps  June 1975 - December 1980

Skills
Financial Analysis, Due Diligence, Management, Business Development, Integration, Finance, Investments, Process Improvement, Project Management, Problem Solving

Education
New York University - Leonard N. Stern School of Business   1986 — 1987
APC, Finance

Carnegie Mellon University - Tepper School of Business   1983 — 1985
MSIA, Operations Research

United States Naval Academy   1971 — 1975
BS, Physical Science

Ian Kerrigan, CFA Ian Kerrigan, CFA Greater Seattle Area Details
Ian Kerrigan, CFA's Scudder, Stevens & Clark Experience February 1992 - July 1997
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank   September 2009 - Present
EMP Museum  May 2013 - Present
Wells Fargo Advisors, LLC  September 2007 - September 2009
Communities In Schools of Washington  2005 - 2009
UBS Wealth Management  October 2004 - September 2007
Seattle University  January 2005 - May 2007
Private Asset Management, Inc.   May 1999 - October 2004
Strategic Wealth Management  January 1998 - May 1999
Scudder Stevens & Clark  February 1992 - July 1997

Skills
Portfolio Management, Private Banking, Private Wealth..., Financial Management, Investment Advisory, Portfolio Construction, Portfolio Strategy, Alternative Investments, Endowments, Financial Markets, Financial Advisory, Investment Products, Hedge Funds, Private Equity, Commodities, Fixed Income, Equities, Wealth Management..., Investments, Wealth Management, Asset Allocation, Investment Management, Investment Strategies, Asset Management

Education
Boston University   1994 — 1998
BS

Musicians Institute - GIT   1983 — 1984
Certificate

Ron Bates Ron Bates Cincinnati Area Details
Ron Bates's Scudder, Stevens & Clark Experience January 1997 - December 2005
Job Managing Director at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel  January 1997 - Present
Legg Mason Investment Counsel  January 1997 - November 2014
Scudder, Stevens & Clark   January 1997 - December 2005

Skills
Alternative Investments, Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Fixed Income, Investment Management, Mutual Funds, Investment Strategies, Marketing Strategy, Mergers & Acquisitions, Series 7, Strategic Planning

Education
Hope College   1980 — 1984
Bachelors, Economics and Political Science

Karen DaFonte Karen DaFonte Greater Boston Area Details
Karen DaFonte's Scudder, Stevens & Clark Experience 1992 - 1998
Job Director, HR Operations
Industry Human Resources
Experience
EMC Computer Systems  January 2008 - Present
State Street  January 2005 - January 2008
Deutsche Bank  2002 - 2004
Zurich Scudder Investments  1998 - 2002
Scudder, Stevens & Clark   1992 - 1998

Skills
Onboarding, Succession Planning, Human Resources, Performance Management, Talent Management, Personnel Management, Talent Acquisition, HRIS, Employee Relations, Organizational..., Workforce Planning

Education
Assumption College   1992 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Chris Harmon Chris Harmon Boca Raton, Florida Details
Chris Harmon's Scudder, Stevens & Clark Experience 1993 - 1997
Job Technical Marketing Professional in South Florida
Industry Information Technology and Services
Experience
Canon Solutions America  2010 - Present
Red Reef Media LLC   April 2012 - Present
BCT International  2005 - 2010
Heidelberger Druckmaschinen AG  1997 - 2002
Scudder, Stevens & Clark   1993 - 1997

Skills
Marketing Strategy, B2B, Photography, Direct Marketing, Social Media Marketing, Management, Strategy, Account Management, Social Media, Meyers-Briggs (MBTI®), Leadership, Digital Printing, Adobe Creative Suite, Trade Shows, Web Design, Direct Mail, InDesign, Color Management, Video Production, Negotiation, Graphics Software, Graphics, Advertising, Consulting, IT Solutions, Print, Sales Process, Product Marketing, Sales, Direct Sales, Sales Presentations, Problem Solving, Pre-press, Variable Data Printing, Sales Operations, Lead Generation, Selling, German, Corporate Branding, Print Management, Business Strategy, New Business Development, Strategic Partnerships, Managing Media Relations, Solution Selling, Online Marketing, Marketing Communications, Online Advertising, E-commerce

Education
Florida Atlantic University   2010 — 2011
Professional Certificate, Marketing

New York University   1995 — 1997
MA, Graphic Communications Management

University of Colorado at Boulder
BA- Arts & Sciences

Rose Marie Koontz Rose Marie Koontz Darien, Connecticut Details
Rose Marie Koontz's Scudder, Stevens & Clark Experience August 1974 - September 1985
Job Teacher
Industry Religious Institutions
Experience
Saint Thomas More Happiness Preschool   September 1992 - Present
Scudder, Stevens & Clark   August 1974 - September 1985
scudder, Stevens   August 1974 - September 1985

Skills
Public Speaking, Non-profits, Coaching, Microsoft Office, Religion, Leadership Development, Research, Theology, PowerPoint, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Early Childhood..., Higher Education, Program Development, Staff Development, Tutoring, Child Development, Curriculum Development

Education
Norwalk Cmmunity College   2002 — 2005
Child Development Associate, Early Childhood Education and Teaching

Marymount Manhattan College   1980 — 1985
BA Economics, Economics and Business, Magma cum Laude

Marymount Manhattan College   1980 — 1985
Bachelor of Arts (B.A.), Economics/Business, Graduated Magna Cum Laude

Stephen Langlois Stephen Langlois Greater Boston Area Details
Stephen Langlois's Scudder, Stevens & Clark Experience 1996 - 2001
Job Strategic Business Development, Fidelity Wealth Technologies at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Fidelity Investments  July 2013 - March 2015
Fidelity Investments  September 2011 - July 2013
LPL Financial  2004 - 2011
Columbia Management  2002 - 2004
Zurich Scudder Investments  1996 - 2001
Scudder, Stevens & Clark   1996 - 2001
Bain & Company  1992 - 1996
Digital Equipment Corporation  1985 - 1989

Education
The Tuck School of Business at Dartmouth   1989 — 1991
MBA, Business

Colby College   1981 — 1985
BA, Economics

Marie Schwartz Marie Schwartz Greater Boston Area Details
Marie Schwartz's Scudder, Stevens & Clark Experience 1992 - 1994
Job Founder & CEO, TeenLife Media, LLC
Industry Media Production
Experience
SheEOs   January 2013 - Present
TeenLife Media, LLC  January 2007 - Present
Boston Ballet  July 2004 - Present
Social Innovation Forum  September 2011 - Present
Strong Women, Strong Girls  2007 - July 2010
Peer Health Exchange  September 2007 - December 2009
Social Innovation Forum  2007 - 2007
Junior League of Central Westchester   July 2001 - June 2003
Nelson Information  1994 - 1998
Scudder, Stevens & Clark   1992 - 1994

Education
Harvard Business School   1983 — 1985
MBA

Princeton University   1976 — 1980
BSE

American School of Paris   1968 — 1976

Denise Adams Wallace Denise Adams Wallace Greater Boston Area Details
Denise Adams Wallace's Scudder, Stevens & Clark Experience 1987 - 1996
Job
Industry Management Consulting
Experience
Core Axis   June 2015 - Present
Creative Thinking   February 1996 - Present
Stone Lake Leadership Group   2007 - Present
The Personal Brand Company   2008 - Present
Fidelity Investments  1996 - 2008
Scudder, Stevens & Clark   1987 - 1996

Skills
Coaching, Management Consulting, Leadership Development, Onboarding, Employee Engagement, Performance Management, Team Building, Talent Management, Change Management, Instructional Design, Staff Development, Process Improvement, Executive Coaching, Workforce Planning, Strategic Planning, Performance Improvement, Organizational..., Training, Organizational Design, Workshop Facilitation, Leadership, Program Management, Strategy, Consulting, Management, Organizational...

Education
Lesley University   1993 — 1995
Masters, Training & Development

University of Vermont   1983 — 1987
Bachelor's degree, Political Science and Government

Arlington Catholic   1979 — 1983

Charles Nelson, CFP® Charles Nelson, CFP® Greater Boston Area Details
Charles Nelson, CFP®'s Scudder, Stevens & Clark Experience 1988 - 1999
Job Vice President, Wealth Management, Eastern Bank
Industry Investment Management
Experience
Eastern Bank  2000 - Present
Scudder, Stevens & Clark   1988 - 1999

Skills
Certified Financial..., Estate Planning, Retirement Planning, Investment Management, Wealth Management, Private Banking, Investments, Portfolio Management, Mutual Funds, Trusts, Securities, Investment Strategies, Asset Allocation, Series 7, Strategic Financial..., Banking, Financial Analysis, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1996
MBA, Finance

Boston University   1984 — 1988
BA, Mathematics, Business

Union College

Union College

Letitia Rydjeski Letitia Rydjeski Burlington, Vermont Area Details
Letitia Rydjeski's Scudder, Stevens & Clark Experience January 1997 - December 1997
Job Emerging Market & Global Finance, Eastern European Biographer
Industry Financial Services
Experience
Working Independently  2008 - Present
Independent Researcher & Historian   2008 - 2014
CIT Finance, St. Petersburg, Russia   2005 - 2007
Aton   2001 - 2003
Strategic Fixed Income   1998 - 2001
Scudder, Stevens & Clark   January 1997 - December 1997
Chase Manhattan Bank/Chemical Bank   1992 - 1996
Baring Securities  1990 - 1992

Skills
Russian, Eastern Europe, Emerging Markets, Publishing, Mergers & Acquisitions, Investments, Strategy, Research, Economics, Analysis, Financial Analysis, Portfolio Management, Valuation, International Relations

Education
McGill University
BA, Russian

The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics and Soviet Studies

Keila Cosme Keila Cosme Toledo, Ohio Area Details
Keila Cosme's Scudder, Stevens & Clark Experience June 2000 - December 2000
Job Chief of Operations at Lucas County, Ohio
Industry Law Practice
Experience
Sigma Technologies, Ltd.   March 1998 - Present
Lucas County, Ohio  May 2014 - Present
Lucas County, Ohio  January 2014 - May 2014
Lucas County Job and Family Services, Division of Child Support   September 2012 - January 2014
Ohio 6th District Court of Appeals   November 2009 - February 2011
Cosme, D’Angelo & Szollosi Co., L.P.A.   February 2001 - November 2009
Scudder, Stevens & Clark   June 2000 - December 2000
Calfee, Halter & Griswold LLP   January 1995 - March 1998
Cleveland State University Fair Employment Practices Clinic   August 1993 - April 1994
ABD Securities, Boston Stock Exchange   December 1990 - June 1991

Skills
International Law, Legal Research, Corporate Law, Arbitration, Alternative Dispute..., Joint Ventures, Litigation, Legal Writing, Family Law, Mediation, Civil Litigation

Education
Boston University School of Law   2011 — 2013
Ll.M. in International Business Law

Cleveland State University - Cleveland-Marshall College of Law   1991 — 1994
Doctor of Law (J.D.), Law

Boston University   1986 — 1990
Boston University Collaborative Degree - Bachelor of Arts, Sociology

Boston University   1986 — 1990
Boston University Collaborative Degree Program - Bachelor of Arts, Political Science

Michigan State University   2002 — 2002
Workers Compensation Center, School of Labor and Industrial Relations, Certified Workers Compensation Professional (CWCP)

Lisa (Matus) Lisowski Lisa (Matus) Lisowski Greater Boston Area Details
Lisa (Matus) Lisowski's Scudder, Stevens & Clark Experience April 1992 - May 1994
Job Executive Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  May 2010 - Present
Fidelity Investments  September 2005 - April 2010
U.S Biological   June 2003 - August 2005
United States Postal Service  September 2002 - May 2003
The Forum Corporation  September 1990 - June 2001
The Forum Corporation  July 1998 - September 1999
The Forum Corporation  September 1996 - September 1998
The Forum Corporation  August 1994 - September 1995
Scudder Stevens & Clark  April 1992 - May 1994
Fidelity Investments  April 1990 - April 1992

Skills
Expenses, Operational Excellence, Independent Thinker, Lotus Notes, Office Management, Operational Efficiency, Highly detail oriented, Calendars, Outlook, Expense Management, PowerPoint, Customer Service, Travel Arrangements, Microsoft Word, Administrative Support, Word, Team building and..., Spreadsheets, Management, Microsoft Excel, Marketing, Event Planning, Invoicing, Microsoft Office, Expense Reports, Time Management

Education
Franklin Pierce College   1984 — 1988
Bachelor of Arts (BA)

James Caldwell High School   1980 — 1984
High School Diploma

Raymond Vasvari Raymond Vasvari Cleveland/Akron, Ohio Area Details
Raymond Vasvari's Scudder, Stevens & Clark Experience July 1987 - August 1988
Job Principal at The Law Offices of Raymond V. Vasvari, Jr.
Industry Law Practice
Experience
The Law Offices of Raymond V. Vasvari, Jr.   September 2014 - Present
Berkman Gordon Murray & DeVan   December 2003 - August 2014
American Civil Liberties Union  January 1999 - December 2003
Case Western Reserve University  1996 - 2002
Raymond Vasvari, Attorney-at-Law   May 1993 - December 1998
Van Tassel, Weller & Moran   September 1992 - March 1993
Ulmer & Berne, LLP   August 1991 - September 1992
Scudder Stevens & Clark  July 1987 - August 1988

Skills
Defamation, Employment..., Appeals, Civil Rights, Constitutional Law, Commercial Disputes, Litigation, First Amendment, Civil Litigation, Dispute Resolution, Courts, Trial Practice, Torts, White Collar Criminal..., Legal Research, Legal Writing, Criminal Law, Mediation, Administrative Law, Criminal Defense, Trials, Trade Secrets, Legal Issues, Discrimination, Class Actions, Commercial Litigation, Business Litigation, Arbitration, Dispute, Personal Injury, Product Liability, Securities Litigation, Construction Law, Alternative Dispute..., Civil Rights Litigation, Medical Malpractice, Hearings, Appellate Practice, Personal Injury..., Bankruptcy, Securities Regulation, Family Law

Education
Case Western Reserve University School of Law   1988 — 1991
J.D.

Harvard University   1983 — 1987
A.B., Government

James Marrano James Marrano Greater Boston Area Details
James Marrano's Scudder, Stevens & Clark Experience July 1995 - August 1998
Job Associate Partner, Strategy & Transformation, IBM GBS U.S. Financial Markets
Industry Financial Services
Experience
IBM GBS U.S. Financial Markets   August 2013 - Present
State Street Corporation  August 2003 - January 2013
State Street Corporation  April 2001 - August 2003
Excelergy  January 2000 - April 2001
PwC  August 1998 - January 2000
Scudder, Stevens & Clark   July 1995 - August 1998
Scudder, Stevens & Clark   January 1988 - July 1995
Boston Financial Data Services  January 1985 - January 1988

Skills
Analytics, Strategy, Portfolio Management, Cloud Computing, Product Development, Change Management, Strategic Planning, SDLC, Product Management, Risk Management, Market Research, Mutual Funds, Project Planning, Fund Administration, Fund Accounting, Financial Services, Leadership, Fixed Income, Big Data, Web 2.0, Product Innovation, Program Management

Education
Bentley University   1980 — 1985
BS, Finance and Financial Management Services

Saint Sebastians CDC   1976 — 1980

Michele Brendel Michele Brendel Riverside, Connecticut Details
Michele Brendel's Scudder, Stevens & Clark Experience June 1994 - July 1997
Job Investment Management Professional
Industry Investment Management
Experience
Bank of Ireland Asset Management  August 1997 - April 2002
Scudder, Stevens & Clark   June 1994 - July 1997
Scudder, Stevens & Clark   March 1991 - June 1994

Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Political Science

Carol Wadsworth Carol Wadsworth Greater Boston Area Details
Carol Wadsworth's Scudder, Stevens & Clark Experience 1987 - 1996
Job Principal at Wadsworth Coaching & Consulting
Industry Human Resources
Experience
Wadsworth Coaching & Consulting   September 2014 - Present
Dana-Farber Cancer Institute  July 2012 - July 2014
John Hancock  1999 - 2011
Chiron Diagnostics  1996 - 1999
Scudder, Stevens & Clark   1987 - 1996

Skills
Leadership Development, Strategic Planning, Coaching, Business Process..., Organizational..., Executive Coaching, Assessment, E-learning, Large Group Facilitation, Talent Development, Talent Management, Mergers & Acquisitions, Training, Change Management, Strategy, Employee Training, Management, Employee Engagement, Human Resources, Performance Management, Leadership, Organizational..., Consulting

Education
College of Executive Coaching

Lesley University
MS, Training & Development

Skidmore College
BS, Business

Mark Overton Lemmon III Mark Overton Lemmon III Dallas/Fort Worth Area Details
Mark Overton Lemmon III's Scudder, Stevens & Clark Experience June 1978 - May 1980
Job Entrepreneur
Industry Financial Services
Experience
LJ Partners   January 2012 - Present
L & H Partners   January 2003 - Present
Lemco Trading Co   January 2000 - Present
Entertainment Industry  October 1992 - November 1999
Budget Rent A Car  January 1989 - December 1992
Lemmon Development Company   November 1980 - November 1988
Scudder Stevens & Clark  June 1978 - May 1980

Skills
Hotels, Advertising, Contract Negotiation, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, Budgets, Sales, Social Media Marketing, Vocal, Songs, Business Planning, Management, Leadership, Finance, Market Research, Social Networking, Analysis, Portfolio Management, Entrepreneurship

Education
Southern Methodist University - Cox School of Business   1975 — 1977
BBA, Finance`

Trinity University   1973 — 1975
The Arts

Salisbury School Salisbury Conn   1970 — 1973
High School, Diploma

Greenhill School Dallas Texas   1967 — 1969

Renée La Verne Ross, CFP®, MBA Renée La Verne Ross, CFP®, MBA Greater New York City Area Details
Renée La Verne Ross, CFP®, MBA's Scudder, Stevens & Clark Experience 1981 - 1997
Job President at R. L. Ross Financial Consulting
Industry Financial Services
Experience
R. L. Ross Financial Consulting   1997 - Present
Scudder, Stevens & Clark   1981 - 1997

Education
City University of New York - Baruch College   1985 — 1990
MBA, Finance, Financial Investments

Syracuse University   1976 — 1981
BS, Biology, Psychology

Jonathan Dutch Treat Jonathan Dutch Treat Greater Boston Area Details
Jonathan Dutch Treat's Scudder, Stevens & Clark Experience July 1999 - June 2004
Job
Industry Investment Management
Experience
Eaton Vance Investment Counsel   July 2004 - Present
Middlesex School  2003 - 2011
Barbara C. Harris Camp & Conf. Center   2000 - 2007
Scudder, Stevens & Clark   July 1999 - June 2004
David L. Babson & Co.   May 1985 - June 1999

Skills
Investments, Fixed Income, Asset Managment, Private Equity, Capital Markets, Valuation, Portfolio Management, Corporate Finance, Due Diligence, Funding, Risk Management, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Strategic Planning, Entrepreneurship, Business Strategy, Wealth Management, Securities, Financial Analysis, Financial Modeling, Equities, Series 7

Education
Harvard Business School   1977 — 1979
MBA, General Management

Yale University   1971 — 1975
BA, British History

Middlesex School   1966 — 1970

Dawn Tutje Dawn Tutje Greater New York City Area Details
Dawn Tutje's Scudder, Stevens & Clark Experience 1994 - 2002
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  November 2011 - Present
GE Asset Management  January 2008 - November 2011
US Trust - New York   2004 - 2007
UBS Global Asset Management  2003 - 2004
Zurich Scudder Investments (Scudder Investments)   1994 - 2002
Scudder Stevens & Clark  1994 - 2002
Irving Trust / Bank of New York   1986 - 1994

Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63

Education
The University of Texas at Austin
Bachelor of Arts

University of Wisconsin-Madison

Jane Freeman Jane Freeman San Francisco Bay Area Details
Jane Freeman's Scudder, Stevens & Clark Experience 1978 - 1988
Job
Industry E-Learning
Experience
Wells Fargo Advantage Funds  2015 - Present
Taproot Foundation  2010 - Present
Scientific Learning Corp.  1999 - 2014
Harding Loevner Funds   1996 - 2014
Russell Exchange Traded Funds Trust   2011 - 2012
J Freeman Associates   2008 - 2012
Rockefeller & Co.   1988 - 1998
Scudder, Stevens & Clark   1978 - 1988

Skills
Board of Director..., Audit Committee, Business Strategy, Management Consulting, Capital Raising, Financial Expert, Risk Management, Part Time CFO

Education
Cornell University - Johnson Graduate School of Management   1975 — 1978
MBA with Distinction

Université catholique de Louvain   1976 — 1977
License

Cornell University   1971 — 1975
BA

Jessica Wilhite Jessica Wilhite Temecula, California Details
Jessica Wilhite's Scudder, Stevens & Clark Experience 1993 - 1996
Job Decorative Painting, Venetian Plaster, Faux Finishing, Murals
Industry Construction
Experience
BELLA WALL DESIGNS   October 2004 - Present
Salomon Smith Barney  1997 - 2000
Scudder Stevens & Clark  1993 - 1996

Skills
Excellent Communication..., Professional Faux..., Contractor Management, PowerPoint, Work Well with Interior..., Bilingual, Leadership, Management, Venetian Plaster, Winemaking, Wine Pairing

Education
California State University-Long Beach
Political Science and Government, Marketing

Bill Haynes Bill Haynes Greater Boston Area Details
Bill Haynes's Scudder, Stevens & Clark Experience 1996 - 1999
Job President & CEO, BackBay Communications
Industry Marketing and Advertising
Experience
BackBay Communications   September 2005 - Present
Association for Corporate Growth  2004 - 2005
Arnold Worldwide  2000 - 2005
ACG Boston   2003 - 2004
Weber Shandwick  1999 - 2000
Scudder Stevens & Clark  1996 - 1999
Ogilvy Public Relations  1990 - 1996
Ogilvy Adams & Rinehart  1990 - 1996

Skills
Public Relations, Corporate Branding, Marketing Strategy, Positioning, Crisis Communications, Market Planning, Strategic Alliances, Partnerships, Private Equity, International Relations, Investor Relations, Corporate Development, Strategic Partnerships, Emerging Markets, Entrepreneurship, Strategy, Start-ups, Mergers, Financial Services, Venture Capital, Competitive Analysis, Thought Leadership, IPO, Mergers & Acquisitions, Social Media, Media Relations, Corporate Communications, Copywriting, Executive Management, Strategic Communications, Marketing, Press Releases, Social Media Marketing, Marketing Communications, Blogging, Private Placements, Angel Investing, Social Networking, Analyst Relations, Journalism

Education
The University of Chicago   1988 — 1990
MA, International Relations

Princeton University   1980 — 1984
BA, Anthropology

Lauren Chabot Lauren Chabot San Francisco Bay Area Details
Lauren Chabot's Scudder, Stevens & Clark Experience March 1991 - April 1996
Job Senior Sales Manager, Caring.com, a Bankrate company
Industry Online Media
Experience
Caring.com A Bankrate Company   January 2013 - Present
Mill Valley Physical Therapy   March 2010 - December 2012
Scudder, Stevens & Clark   March 1991 - April 1996

Skills
Lead Generation, Sales Management, Sales Process, Healthcare, Clinical Research, Leadership, Management, Hospitals, Marketing, Training, Customer Service, Sales Operations, Sales, Treatment, Business Development

Education
Boston College   1987 — 1991
BA, Communications

San Diego State University-California State University   1996 — 1998
MS, Exercise Physiology

Susan Dahl Susan Dahl Greater Boston Area Details
Susan Dahl's Scudder, Stevens & Clark Experience 1987 - 1990
Job Partner, Managing Director, Chief Investment Officer
Industry Investment Management
Experience
Bainco International Investors  July 2014 - Present
Bainco International Investors  February 2012 - Present
Bainco International Investors  2008 - 2012
Zurich Scudder Investments  1998 - 2001
Scudder, Stevens and Clark  1990 - 1998
Scudder, Stevens & Clark   1987 - 1990

Skills
Portfolio Management, Business Development, Investments, Risk Management, Global Asset Allocation, Equity Research, Business Strategy, Performance Analysis, Product Development, Emerging Markets, Investment Process..., Equities, Fixed Income, Options Strategies, Private Equity, Alternative Investments, Project Management, Financial Analysis, Team Management, New Business Development, Employee Management, Business Process..., General Management, Endowment Funds, Investment Strategies, Institutional..., Management, Asset Management, Asset Allocation

Education
Colby College
Bachelor of Arts (B.A.)

Boston College
Master of Science (MS), Administration

Nicholas Elfner Nicholas Elfner Greater Boston Area Details
Nicholas Elfner's Scudder, Stevens & Clark Experience June 1992 - August 1992
Job Senior Vice President at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors  March 2009 - Present
Wellington Management  July 2006 - December 2008
Merrill Lynch Canada Inc.  August 1999 - February 2006
Merrill Lynch & Co, Inc.   July 1995 - July 1999
Harlow Butler   1994 - 1995
Smith Barney  1993 - 1994
Scudder Stevens & Clark  June 1992 - August 1992

Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude

Middlebury College
Bachelor of Arts

Middlesex School
High School

The Fenn School
Middle School

Rip Reeves Rip Reeves Greater New York City Area Details
Rip Reeves's Scudder, Stevens & Clark Experience February 1996 - August 2001
Job Chief Investment Officer/Treasurer at AEGIS Insurance Services, Inc.
Industry Insurance
Experience
AEGIS Insurance Services, Inc.   July 2011 - Present
Argo Group International Holdings, Ltd.   October 2009 - July 2011
Standish Mellon Asset Management  September 2000 - October 2009
Scudder Stevens & Clark  February 1996 - August 2001
J.P. Morgan   January 1990 - February 1996
Salomon Brothers  July 1985 - January 1990

Skills
Reinsurance, Volatility, Fixed Income, Investments, Bloomberg, Asset Management, Asset Allocation, Mortgage Lending, Derivatives, Portfolio Management, Risk Management, Mutual Funds, Insurance, Asset Managment, Financial Risk

Education
Louisiana State University   1978 — 1985
BS and MBA, Business and Finance

Jeanne Marie Wengal Jeanne Marie Wengal Greater Boston Area Details
Jeanne Marie Wengal's Scudder, Stevens & Clark Experience March 1995 - December 1997
Job Senior Manager, Graphic Design at Bertucci's
Industry Graphic Design
Experience
Bertucci's  August 2014 - Present
Living Proof, Inc.   August 2013 - July 2014
Living Proof, Inc.   March 2013 - July 2014
Tea Forte  November 2011 - February 2013
New Balance  May 2011 - October 2011
Hasbro  July 2010 - May 2011
Pastry Art/Island Desserts   September 2008 - September 2010
Paper Source  November 2009 - June 2010
Fidelity Investments  March 1998 - July 2006
Scudder, Stevens & Clark   March 1995 - December 1997

Skills
InDesign, Illustrator, QuarkXPress, Adobe Acrobat, Photoshop, Graphics Software, PowerPoint, Adobe Creative Suite, Graphic Design, Logo Design, Packaging, Art Direction, Creative Direction, Layout, Advertising, Graphics, Direct Mail, Branding & Identity, Mac

Education
Adelphi University   1988 — 1992
BA, Graphic Design

Our Lady of Mercy Academy   1984 — 1988

GD Rothenberg GD Rothenberg Richmond, Virginia Area Details
GD Rothenberg's Scudder, Stevens & Clark Experience July 1983 - July 1992
Job Director, International Equities at WellsCap
Industry Investment Management
Experience
Wells Capital Management  December 2007 - Present
Genworth Financial  May 2006 - December 2007
Thompson, Siegel & Walmsley   August 1992 - December 2004
Scudder, Stevens & Clark   July 1983 - July 1992

Skills
Equities, Investments

Education
University of California, Los Angeles   1977 — 1979
MBA, Finance

University of Virginia   1971 — 1975
BA, Religious Studies

Akiba

Robert J. Beal, AIF Robert J. Beal, AIF Greater Boston Area Details
Robert J. Beal, AIF's Scudder, Stevens & Clark Experience 1996 - 1999
Job Regional Sales Director, Columbia Mangement
Industry Financial Services
Experience
Columbia Threadneedle Investments  September 2000 - Present
Scudder Investments  April 1992 - September 1999
Scudder, Stevens & Clark   1996 - 1999

Skills
401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory, Retirement, Investment Management, Sales, Series 7, Investments, Defined Benefit, Retirement Planning, Separately Managed...

Education
University of Massachusetts Boston   1983 — 1987
Bachelor of Arts, Economics

Jed Petty, CFA Jed Petty, CFA Greater Boston Area Details
Jed Petty, CFA's Scudder, Stevens & Clark Experience 1990 - 1996
Job Managing Director Wellington Management
Industry Investment Management
Experience
Wellington Management  May 2012 - Present
Wellington Management LLP  May 2005 - May 2012
Fidelity Investments  September 1996 - May 2005
Scudder, Stevens & Clark   1990 - 1996

Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA

Education
The London School of Economics and Political Science (LSE)   1989 — 1990
Graduate Diploma, Economics

Bucknell University   1983 — 1987
Bachelor of Science (BS), Accounting

Megan Relihan Megan Relihan Greater Boston Area Details
Megan Relihan's Scudder, Stevens & Clark Experience November 1992 - June 1994
Job Surface Materials A&D Interiors Rep * Staging & Design * Real Estate * Notary
Industry Design
Experience
Mass. Notary   2011 - Present
Massachusetts Real Estate Agent   2005 - Present
Surface Materials  April 2015 - Present
Investment Buying   October 2006 - September 2012
Amtico International Mass& NH Territory   July 2005 - October 2006
Barrett Carpet Mills New England Territory   July 2004 - July 2005
Congress Flooring Corp./BloomSouth Flooring Corp. Boston   July 1994 - November 2004
Scudder, Stevens & Clark   November 1992 - June 1994
Talbot’s  September 1980 - August 1992

Skills
Sales, Real Estate, Residential Homes, Negotiation, Construction, Investment Properties, Marketing, Contract Negotiation, Foreclosures, Real Estate Development, Selling, Sellers, Budgets, Contract Management, Retail, Property Management, New Business Development, Property, Microsoft Excel, Advertising, Home Staging, Team Building, Management, Investors, Procurement

Education
Harvard Business School

Mass. Board of Real Estate
Massachusetts RE License, Real Estate

Eastern School of Real Estate
Massachusetts Auctioneers License, Real Estate Foreclosures

Quincy College
Associates Degree, Marketing

Wentworth Institute

Steve Edney Steve Edney Stamford, Connecticut Details
Steve Edney's Scudder, Stevens & Clark Experience August 1997 - November 1999
Job HR outsourcing expert, PEO Services, payroll, benefits, backoffice legal & compliance.
Industry Outsourcing/Offshoring
Experience
Guidepoint Global  October 2012 - April 2013
ABR Investment Strategy LLC   January 2011 - March 2012
Pioneer Path Capital   July 2009 - June 2010
RBC Capital Markets  December 2007 - June 2009
Citadel Investment Group  August 2004 - June 2006
Pequot Capital  December 1999 - December 2002
Credit Suisse  December 1999 - November 2000
Scudder, Stevens & Clark   August 1997 - November 1999

Skills
Equity Research, Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Trading, Financial Analysis, Fixed Income, Due Diligence, Alternative Investments, Investment Strategies, Investment Banking, Venture Capital, Asset Managment, Securities, Competitive Analysis, Financial Modeling, Sales, Customer Service, Human Resources, Management, Mutual Funds, Market Research, Financial Markets, Telecommunications, Economics, Human Capital, Corporate Development, Customer Relations, Industry Analysis, Trading Systems, Consulting, Technology, Project Management, Team Management, Private Equity, Business Development, Management Consulting, Financial Services, Finance, Analysis, Valuation, Leadership, Capital Markets, Strategy, Start-ups, Bloomberg, Marketing, Entrepreneurship

Education
Middlebury College   1993 — 1997
Bachelor of Arts (B.A.), Spanish (Honors) & Economics

Brentwood School   1981 — 1993
3 A-Levels, Economics, French, Spanish, (2 A's and 1 B)

Robert King, CFA Robert King, CFA Springfield, Massachusetts Area Details
Robert King, CFA's Scudder, Stevens & Clark Experience October 1996 - August 1999
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

Maria Considine King Maria Considine King Greater Boston Area Details
Maria Considine King's Scudder, Stevens & Clark Experience March 1987 - December 1994
Job Vice President, Practice Management at Commonwealth Finan
Industry Financial Services
Experience
Commonwealth Financial Network  May 2013 - Present
Commonwealth Financial Network  October 2009 - May 2013
Commonwealth Financial Network  May 2007 - October 2009
Commonwealth Financial Network  May 2003 - May 2007
Commonwealth Financial Network  October 2000 - May 2003
MFS Investment Management  May 1996 - September 2000
Scudder, Stevens & Clark   March 1987 - December 1994

Skills
Practice Management, Series 6, Series 63, FINRA, Series 26, Certified Predictive..., Certified Kolbe Index...

Education
Smith College   1982 — 1986
A.B., Economics and International Relations

Boston University Graduate School of Management   1998 — 2000
MBA, Organizational Development

Babson College
Women in Leadership

Ken Kaplan Ken Kaplan Greater New York City Area Details
Ken Kaplan's Scudder, Stevens & Clark Experience 1987 - 1997
Job Sr. Director at Standard and Poor's
Industry Information Technology and Services
Experience
Standard & Poor's   November 2008 - Present
Keane Inc.  March 1997 - November 2008
Scudder, Stevens & Clark   1987 - 1997
Grumman Data Systems  1983 - 1987

Education
New York Institute of Technology   1975 — 1979

Tracy (Morse) Soehle Tracy (Morse) Soehle Greater Boston Area Details
Tracy (Morse) Soehle's Scudder, Stevens & Clark Experience 1989 - 1993
Job Vice President and Counsel at Affiliated Managers Group
Industry Investment Management
Experience
Affiliated Managers Group  December 2012 - Present
Affiliated Managers Group  October 2007 - Present
State Street Global Advisors  January 2007 - October 2007
Wellington Management  September 2003 - December 2006
Dechert LLP  October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos   1996 - 1997
Scudder, Stevens & Clark   1989 - 1993
State Street Bank  1988 - 1989
Homeowners Federal Savings and Loan   September 1986 - August 1988
Weathervane  June 1983 - May 1986

Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence

Education
Tulane University Law School   1993 — 1996
JD

Boston College   1984 — 1988
Finance and Marketing

Bangor High School   1980 — 1984

Eleanor Amidon Eleanor Amidon Greater Boston Area Details
Eleanor Amidon's Scudder, Stevens & Clark Experience 1982 - 1997
Job Financial Services Professional
Industry Investment Management
Experience
Enterprise Iron Financial Industry Solutions, Inc.   August 2013 - October 2014
BNY Mellon Asset Servicing  October 1999 - December 2012
SSgA/Russell Funds   1997 - 1998
Scudder, Stevens & Clark   1982 - 1997

Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Securities, Trust Services, Nonprofits, Client Relations Skills, Contract Negotiation, Global Custody, Investments, Asset Allocation, Equities, Fund Accounting, Financial Services, Corporate Actions, Asset Management, Relationship Management, Risk Management

Education
Colby College   1971 — 1975

The Derryfield School

Dominique Gnaman Dominique Gnaman Greater Boston Area Details
Dominique Gnaman's Scudder, Stevens & Clark Experience 1992 - 1997
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
TIAA-CREF, Charlotte, NC.   September 2007 - June 2008
TIAA-CREF,New York, NY   August 2006 - March 2007
WELLS-FARGO, Roseville, MN.   February 2006 - July 2006
Putnam Investments, Boston, MA   April 2002 - October 2004
Strong Capital Management  1997 - 2002
Scudder, Stevens & Clark   1992 - 1997
Smart Ideas, Inc   1989 - 1992
BOSTON UNIVERSITY, Boston, MA   1988 - 1989
Manassa Systems, Inc   1986 - 1988

Education
Boston University   1987 — 1990
MS, Computer Information System

Boston University   1984 — 1986
MS, Computer Science

Abidjan University
BS, Physics

Frank Curley Frank Curley Dover, Delaware Area Details
Frank Curley's Scudder, Stevens & Clark Experience 1982 - 1991
Job Retired Experienced IT/Project Manager
Industry Information Technology and Services
Experience
Retired IT Professional  April 2014 - Present
Firestone  2011 - April 2014
Del Laboratories, Inc./ COTY Inc.   September 2006 - November 2008
Meineke Car Care Center  September 2001 - May 2004
Kirschmans Furniture Inc.   April 1999 - February 2001
Astoria Federal Savings  1991 - 1999
Astoria Federal Savings Bank  1991 - 1999
Scudder, Stevens & Clark   1982 - 1991

Skills
Team Leadership, Change Management, Security, Banking, IT Management, Business Operations, Business, Disaster Recovery, Cloud Computing, Information Security, Client/server, Process Improvement, Technical Services, Retail, Forecasting, Business Planning, Business Analysis, Management, Cross-functional Team..., Risk Management, Process Engineering, Start-ups, Program Management, Vendor Management, Project Planning, Strategic Planning, Project Management, Business Strategy, Training, Strategy, Leadership, Budgets, Business Process..., Team Building, Negotiation, Operations Management, Team Management, Business Process, Analysis, Product Development, Sales Operations, P&L Management, Product Management, Contract Negotiation, Business Development, Competitive Analysis, Supply Chain, Inventory Management, Sales Management

Education
State University of New York - System   1970 — 1974

Bethpage High School

Anson Clough Anson Clough Greater Boston Area Details
Anson Clough's Scudder, Stevens & Clark Experience January 1993 - August 2000
Job MD at Appleton Partners
Industry Financial Services
Experience
Appleton Partners   August 2000 - Present
Scudder, Stevens & Clark   January 1993 - August 2000
Scudder Investments  1993 - 2000

Education
Bates College

RFH

Greg Neumann Greg Neumann Greater New York City Area Details
Greg Neumann's Scudder, Stevens & Clark Experience August 1994 - April 2002
Job Managing Director at Karis Capital Partners
Industry Investment Management
Experience
Karis Capital Partners   September 2013 - Present
Knight Capital Partners  October 2010 - September 2013
Auriel Capital Limited   July 2007 - January 2010
Alstra Capital   October 2005 - July 2007
Deutsche Asset Management  April 2002 - September 2005
Scudder, Stevens & Clark   August 1994 - April 2002
Morgan Stanley  August 1983 - August 1994

Education
Columbia University - Columbia Business School   1982 — 1983
M.B.A, Finance

Colgate University   1973 — 1977
B.A., Economics

Andre Sieh Andre Sieh Greater New York City Area Details
Andre Sieh's Scudder, Stevens & Clark Experience 1990 - 1996
Job Partner at BCP Securities LLC
Industry Financial Services
Experience
BCP Securities LLC   2001 - Present
Darby Overseas Investments, Ltd.   1996 - 1998
Scudder Stevens & Clark  1990 - 1996

Skills
Loans, Credit, Capital Markets, Emerging Markets, Structured Finance, Investment Banking, Private Equity, Hedge Funds

Education
Clark University   1985 — 1989
BA - Economics / BA - International Relations

Canterbury School   1983 — 1985

Colegio Notre Dame de Campinas   1972 — 1982

Kristine Codi (Kelly) Kristine Codi (Kelly) Greater Boston Area Details
Kristine Codi (Kelly)'s Scudder, Stevens & Clark Experience February 1992 - 1994
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank Of America  June 2006 - Present
IXIS Service Company   1999 - 2005
IXIS   1999 - 2005
Scudder Investments  1994 - 1999
Scudder, Stevens & Clark   February 1992 - 1994

Education
University of Massachusetts Dartmouth

Don Brabants Don Brabants Greater Boston Area Details
Don Brabants's Scudder, Stevens & Clark Experience 1997 - 2002
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

Peg Smith Peg Smith Greater Denver Area Details
Peg Smith's Scudder, Stevens & Clark Experience January 1994 - May 1996
Job Lead Project Manager at Epsilon, PMP
Industry Computer Software
Experience
Epsilon  June 2012 - Present
Fidelity Investments  June 2008 - September 2010
Janus Capital Group  1997 - May 2008
Berger Mutual Funds   May 1996 - September 1997
Scudder Stevens & Clark  January 1994 - May 1996

Skills
Vendor Management, Business Analysis, Process Improvement, Data Analysis, Business Intelligence, Visio, Business Process..., MS Project, Problem Solving, Requirements Analysis, Project Planning, Analysis, Change Management, Business Requirements, Integration, Excel, Project Delivery, PowerPoint, Project Management, Project Portfolio..., PMO, Leadership, SharePoint, SDLC, Management

Education
Southern New Hampshire University
BS, Accounting

Allyson Agosta Allyson Agosta Greater New York City Area Details
Allyson Agosta's Scudder, Stevens & Clark Experience 1994 - 1999
Job Sales
Industry Market Research
Experience
Genscape, Inc.   April 2006 - April 2015
Barra  1999 - 2003
Scudder, Stevens & Clark   1994 - 1999

Skills
Commodity, Options, Commodity Markets, Trading, Derivatives, Energy, Energy Markets, Natural Gas, Trading Systems, Risk Management, Financial Markets

Education
State University of New York College at Buffalo
Bachelor of Science (B.S.)

Michael De Feo Michael De Feo Greater Boston Area Details
Michael De Feo's Scudder, Stevens & Clark Experience 1995 - 1998
Job Managing Director DCIO & Strategic Platform Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  January 2011 - Present
First American Funds  November 2008 - January 2011
Loon Race Team   2007 - 2010
Pioneer Funds Distributor   March 2003 - November 2008
Pioneer Investments  2003 - 2008
Bisys Retirement Services  March 2001 - May 2003
Citizens Securities, Inc.   March 2000 - November 2001
Citizens Advisors   2000 - 2001
Scudder, Stevens & Clark   1995 - 1998
Scudder Investments  1995 - 1998

Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management

Education
Roanoke College   1984 — 1988
BA, History

High School   1981 — 1984
HS

Mimi Gallagher Mimi Gallagher Greater Boston Area Details
Mimi Gallagher's Scudder, Stevens & Clark Experience 1996 - 1999
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

Jeanne Bartolo Jeanne Bartolo Greater Boston Area Details
Jeanne Bartolo's Scudder, Stevens & Clark Experience January 1994 - January 1996
Job PeopleSoft Developer
Industry Information Technology and Services
Experience
Brandeis University  September 2011 - February 2013
Bank of America  March 2006 - June 2011
Tweeter Home Entertainment Group  May 2005 - March 2006
Bank of America  July 2003 - May 2005
Tweeter Home Entertainment Group  October 2002 - July 2003
Boston Scientific Corporation  June 2002 - September 2002
FleetBoston Financial Corporation  January 1998 - June 2002
BJ's Wholesale Club  January 1997 - January 1998
Fidelity Investments  January 1996 - January 1997
Scudder, Stevens & Clark   January 1994 - January 1996

Education
Boston University
B.S, Computer Science

Christopher Talambekos Christopher Talambekos Greater Boston Area Details
Christopher Talambekos's Scudder, Stevens & Clark Experience 1991 - 2003
Job VP Director of Operations at GW&K Investment Mgt.
Industry Investment Management
Experience
GWK Investment Mgt.   2007 - Present
Liberty Mutual Insurance  2003 - 2007
Deutsche Asset Management  2001 - 2003
Scudder, Stevens & Clark   1991 - 2003

Education
Suffolk University - Sawyer Business School
BSBA, Management

Suffolk University - Sawyer Graduate School of Management
MBA

Kathi Biernacki Kathi Biernacki Barnstable/Yarmouth, Massachusetts Area Details
Kathi Biernacki's Scudder, Stevens & Clark Experience 1994 - 1996
Job Office Manager at Clean Energy Design, LLC
Industry Renewables & Environment
Experience
Clean Energy Design, LLC   April 2012 - Present
Najimy Consulting   July 2010 - August 2012
Carousel Industries  September 2008 - July 2010
Avaya  March 2004 - March 2008
Avaya  March 1998 - March 2004
Scudder, Stevens & Clark   1994 - 1996
Scudder, Stevens & Clark, Inc.   1991 - 1994
Scudder, Stevens & Clark, Inc.   1987 - 1991

Education
Boston College   1982 — 1992
BA, Communications

Julie Radtke Julie Radtke Greater New York City Area Details
Julie Radtke's Scudder, Stevens & Clark Experience 1994 - 1996
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management  2015 - Present
OppenheimerFunds  2014 - 2015
Oppenheimer Funds  1998 - 2015
OppenheimerFunds  2006 - 2014
OppenheimerFunds  2002 - 2006
Oppenheimerfunds, Inc.   1998 - 2002
Pershing  1997 - 1998
AIG  1996 - 1997
Scudder Stevens & Clark  1994 - 1996
JPMorgan Chase & Co.   1991 - 1994

Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services

Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems

Hofstra University
Bachelor of Business Administration, Finance and Banking

Patrick Eastwood Patrick Eastwood Boston, Massachusetts Details
Patrick Eastwood's Scudder, Stevens & Clark Experience November 1987 - December 1992
Job Director Client Integration & Administration, Managing Director at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management Company LLP  February 1996 - Present
JP Morgan  1992 - 1996
Scudder Stevens & Clark  November 1987 - December 1992

Education
University of Massachusetts at Lowell   1982 — 1986
Bachelor of Science, Economics

Lilly Crimmins Knight Lilly Crimmins Knight Greater New York City Area Details
Lilly Crimmins Knight's Scudder, Stevens & Clark Experience 1994 - 1996
Job Managing Director at K2 Advisors
Industry Investment Management
Experience
K2 Advisors  November 2004 - Present
Commonfund  2000 - 2004
Commonfund  2000 - 2004
Scudder, Stevens & Clark   1994 - 1996

Skills
Hedge Funds

Education
Hobart and William Smith Colleges   1991 — 1991

Phillips Academy   1985 — 1987

Pamela DaSilva Pamela DaSilva Greater Boston Area Details
Pamela DaSilva's Scudder, Stevens & Clark Experience 1982 - 1985
Job Administrative Assistant at Moses Brown School
Industry Education Management
Experience
Moses Brown School  2008 - Present
Pages by Pam   1987 - 2008
Fidelity Investments  1985 - 1988
Scudder, Stevens & Clark   1982 - 1985

Education
Babson College   1982 — 1985
MBA, Finance

Mount Holyoke College   1975 — 1979
BA, French Studies

Mary Spyropoulos Mary Spyropoulos Greater Chicago Area Details
Mary Spyropoulos's Scudder, Stevens & Clark Experience June 1980 - July 1982
Job STEM Teacher at River Forest School District
Industry Primary/Secondary Education
Experience
River Forest School District  August 2015 - Present
River Forest School District 90  October 2013 - June 2015
District 99 Schools   August 2010 - August 2011
Bank One  May 1992 - December 1998
Bank of California  June 1990 - May 1991
Andersen Consulting  August 1984 - June 1990
Scudder, Stevens & Clark   June 1980 - July 1982

Skills
Team Leadership, Business Process..., Software Project..., IT Management, Staff Development, PLTW Certified GTT DM..., Middle School...

Education
Massachusetts Institute of Technology - Sloan School of Management   1982 — 1984
SM, Management Information Systems, Finance

Wellesley College   1976 — 1980
BA, Political Science

Dominican University   2005 — 2010
MAT, Teaching

Gary P Johnson Gary P Johnson Greater Boston Area Details
Gary P Johnson's Scudder, Stevens & Clark Experience 1987 - 1998
Job Financial risk management specialist
Industry Financial Services
Experience
Scudder, Stevens & Clark   1987 - 1998
Scudder Investments  1987 - 1998

Education
Brown University   1999 — 2001
MS, Applied mathematics

University of Rochester - Simon Business School   1981 — 1983
MBA, Finance, Applied Economics, Corporate Finance

Colgate University   1967 — 1971
BA, American Studies

Stacey Russello Stacey Russello Lovettsville, Virginia Details
Stacey Russello's Scudder, Stevens & Clark Experience February 1988 - January 1990
Job President & Portfolio Manager at Sirius Funds Advisors, Inc.
Industry Investment Management
Experience
Sirius Funds Advisors, Inc.   May 2014 - Present
RBS Construction LLC & ARES Engineering, Inc.   May 2010 - December 2013
Jewell & Associates LLC   June 2008 - April 2010
Russello Building Services, LLC   April 2006 - June 2008
ARES Engineering, Inc (Russello Engineering)   January 2004 - June 2008
BEI Structural Engineers, Inc   January 1998 - January 2004
First National Bank of Commerce (First NBC)   May 1992 - February 1995
Scudder Stevens & Clark  February 1988 - January 1990
Kidder, Peabody Brokerage   January 1986 - January 1988

Skills
Budgets, Strategic Planning, Corporate Finance, Specialty Financing, Investments, Mutual Funds, Financial Planning, Proposal Writing, Finance, Payroll, Customer Relations, Registrations..., Strategic Financial..., Human Resources, Analysis, Customer Service, Management, Banking, Leadership

Education
Tulane University - A.B. Freeman School of Business   1990 — 1992
MBA, Finance & Marketing

University of Colorado Boulder   1981 — 1985
BS, Finance & Marketing

Yale University   1982 — 1982
Summer, Communications

Ed Villani Ed Villani Greater New York City Area Details
Ed Villani's Scudder, Stevens & Clark Experience 1995 - 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
Rockefeller Brothers Fund  1997 - 2006
Deutsche Asset Management  2002 - 2005
Zurich Scudder Investments  1995 - 2002
Scudder Investments  1991 - 2002
Scudder Stevens & Clark  1995 - 1998

Education
University of Pennsylvania   1968 — 1973
Doctor of Philosophy (PhD), Economics

Georgetown University   1964 — 1968
BA, Mathematics and Economics

Paul Fiore Paul Fiore Greater Boston Area Details
Paul Fiore's Scudder, Stevens & Clark Experience February 1990 - June 1997
Job Director of Operations at Lee Munder Capital Group
Industry Financial Services
Experience
Lee Munder Capital Group  September 2000 - Present
Wellington Management  July 1997 - September 2000
Scudder Stevens & Clark  February 1990 - June 1997

Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Alternative Investments, Microsoft Excel, Fixed Income, Due Diligence, Derivatives, Risk Management, Bloomberg

Education
University of Massachusetts Lowell   1982 — 1986
BS, Business Administration

Bill Gadsden Bill Gadsden Greater New York City Area Details
Bill Gadsden's Scudder, Stevens & Clark Experience April 1983 - December 1997
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

Frank Chu Frank Chu Greater New York City Area Details
Frank Chu's Scudder, Stevens & Clark Experience 1998 - 2000
Job Senior Account Manager at Mediaocean
Industry Financial Services
Experience
Mediaocean  2012 - Present
Donovan Data Systems  2005 - 2012
Atlantic Trust  2003 - 2005
Deutsche Bank  2002 - 2003
Zurich Scudder Investments  2000 - 2002
Scudder Stevens & Clark  1998 - 2000
Scudder, Stevens & Clark   1992 - 1998
Scudder, Stevens & Clark   1989 - 1992

Skills
SDLC, Financial Services, Business Analysis, Visio, Vendor Management, Equities, Fixed Income, Process Improvement, User Acceptance Testing, Analytics, Project Management, Portfolio Management, Business Process..., Business Requirements, Requirements Analysis, Analysis, Requirements Gathering, Financial Analysis, CRM

Education
Pace University
MBA, Finance

State University of New York at Albany
B.A., Sociology, Business

Gregg R Steamer Gregg R Steamer Greater Chicago Area Details
Gregg R Steamer's Scudder, Stevens & Clark Experience April 1979 - October 1989
Job Senior Portfolio Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust  April 2003 - Present
Harris Bank  April 2001 - April 2003
Lyon Street Asset Management - affiliate of Old Kent Bank   November 1998 - April 2001
Bank of America  October 1989 - November 1998
Scudder, Stevens & Clark   April 1979 - October 1989

Education
Colgate University
BA, History

Laura Malouf Coronado Laura Malouf Coronado Orange County, California Area Details
Laura Malouf Coronado's Scudder, Stevens & Clark Experience 1984 - 2001
Job Independent Program Development Professional
Industry Program Development
Experience
Scudder  1984 - 2001
Scudder Stevens & Clark  1984 - 2001

Skills
Research, Microsoft Excel, Nonprofits, Program Development, Project Management, Management, Public Speaking, Strategic Planning, Fundraising, Contract Negotiation, Leadership, Microsoft Office, Program Management, Proposal Writing, Team Leadership, Event Planning, PowerPoint, Strategy, Entrepreneurship, Team Building, Microsoft Word, Customer Service, Community Outreach, Negotiation, Public Relations, Business Development

Education
Stanford University   1976 — 1981
BA MA, English

Keith Van Name Keith Van Name Greater New York City Area Details
Keith Van Name's Scudder, Stevens & Clark Experience January 1993 - March 1996
Job Head of International Relationship Management and Business Development at QS Investors, LLC
Industry Financial Services
Experience
QS Investors, LLC  January 2011 - Present
TMNG  July 2010 - January 2011
IDB Asset Management   January 2008 - July 2010
Deutsche Asset Management  March 2001 - May 2004
Zurich Scudder Investments  March 1996 - March 2001
Scudder, Stevens & Clark   January 1993 - March 1996

Skills
Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Investment Strategies, Bloomberg, Derivatives, Trading, Wealth Management

Education
Dowling College   1988 — 1992
BS, Accounting

Anita Springer Anita Springer Greater Boston Area Details
Anita Springer's Scudder, Stevens & Clark Experience 1986 - 1997
Job Development Chair
Industry Nonprofit Organization Management
Experience
Hoffman-Haas Fellowship Program   2014 - Present
Winnipesaukee Playhouse   January 2013 - Present
New England Wild Flower Society  2012 - August 2015
Newton Community Service Center  2010 - June 2012
Harvard Business School Community Action Partners   2002 - 2011
Scudder, Stevens & Clark   1986 - 1997
Wellington Management Company  1980 - 1985

Skills
Non-profits, Fundraising, Strategic Planning, Competitive Analysis, Board Development, Chartered Financial..., Community Outreach, Marketing Strategy, Nonprofits, Public Speaking, Philanthropy, Strategy, Start-ups, Annual Giving, Research, Mergers & Acquisitions

Education
Harvard Business School   1978 — 1980
MBA, Finance

Princeton University   1972 — 1976
AB, Philosophy

Fran Beecy Fran Beecy Greater Boston Area Details
Fran Beecy's Scudder, Stevens & Clark Experience 1992 - 1995
Job Senior Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group   September 2008 - Present
Merrill Lynch  January 2007 - August 2008
Fidelity Investments  June 2000 - January 2007
NEPC  1997 - 1999
Scudder, Stevens & Clark   1992 - 1995

Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement

Education
Bentley University   1989 — 1991
Masters, Finance

Boston College   1982 — 1985
BS, Marketing

Bedford High School

Michael Joseph Flanagan Michael Joseph Flanagan Greater New York City Area Details
Michael Joseph Flanagan's Scudder, Stevens & Clark Experience 1986 - May 2000
Job Facilities
Industry Financial Services
Experience
Citadel LLC  August 2015 - Present
The Blackstone Group  May 2001 - January 2014
Goldman Sachs  May 2000 - May 2001
Scudder, Stevens & Clark   1986 - May 2000

Skills
Hedge Funds, Asset Managment, Alternative Investments, Investments, Asset Management, Bonds, Business Analysis, Business Strategy, Capital Markets, Corporate Development, Derivatives, Emerging Markets, Equity Research, Finance, Financial Analysis, Fund Of Funds, Investor Relations, Management, Mergers, Real Estate Transactions, Risk Management, Space planning, Series 63, Start-ups, Team Leadership, Strategy, Vendor Management, Trading Systems, Wealth Management, Facilities Management, Space Planning, Contract Negotiation, Project Management, Equities, Portfolio Management

Education
The University of Texas at Arlington - College of Business   1980 — 1984
BA, Management

Nolan Catholic High School   1974 — 1978

Joe Lisacki Joe Lisacki United States Details
Joe Lisacki's Scudder, Stevens & Clark Experience 1997 - 2000
Job ERISA Consultant at ADP, Inc.
Industry Financial Services
Experience
ADP, Inc.   June 2004 - Present
Scudder Investments  September 2000 - June 2004
Scudder Stevens & Clark  1997 - 2000

Skills
Salesforce.com, Employee Benefits, Employee Relations, Customer Service, Project Management, Talent Management, 401k, Benefits Administration, Series 6, Recruiting, Human Resources, Deferred Compensation, Applicant Tracking..., Defined Benefit, ADP Payroll, PEO

Education
Boston College   1993 — 1997
Bachelor’s Degree, Communications

Woburn Memorial High School   1989 — 1993
High School

Albert Hauser Albert Hauser Greater New York City Area Details
Albert Hauser's Scudder, Stevens & Clark Experience January 1971 - June 1981
Job Vice President/Senior Portfolio Manager at BNY MellonRetired
Industry Financial Services
Experience
BNY Mellon  July 1981 - June 2015
Scudder Stevens & Clark  January 1971 - June 1981
Scudder Stevens & Clark  1971 - 1981

Skills
Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Wealth Management, Securities, Alternative Investments, Investment Management, Investment Advisory, Bloomberg, Investments, Hedge Funds, Wealth Management..., Series 7, Investment Strategies, ETFs, High Net Worth..., Bonds, Estate Planning, Retirement Planning

Education
Michigan State University   1969 — 1971
MA

Hunter College   1966 — 1969
BA, History

Sarah Abramson Sarah Abramson Greater Boston Area Details
Sarah Abramson's Scudder, Stevens & Clark Experience September 1992 - September 1997
Job Program Manager at Latino STEM Alliance
Industry Nonprofit Organization Management
Experience
Latino STEM Alliance   October 2014 - Present
Making Music Matters   September 2006 - June 2013
Standish, Ayer and Wood, Inc.   October 1997 - October 2000
Scudder Stevens & Clark  September 1992 - September 1997

Skills
Management

Education
Regis College
Bachelor of Arts (B.A.), Business Management Concentration: Spanish

Pamela A. McGrath Pamela A. McGrath Greater Boston Area Details
Pamela A. McGrath's Scudder, Stevens & Clark Experience 1984 - 1997
Job
Industry Financial Services
Experience
Financial Services  2004 - Present
Griffin Builders, LLC   2000 - 2004
Liberty Funds Group (now Columbia Funds)   1999 - 2000
Putnam Investments  1998 - 1999
Scudder, Stevens & Clark   1984 - 1997

Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management

Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English

James Atwood James Atwood Portland, Maine Details
James Atwood's Scudder, Stevens & Clark Experience 1992 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Foreside Financial Group, LLC  2007 - 2014
Scudder, Stevens & Clark   1992 - 1996
Scudder, Stevens & Clark   1992 - 1996
Scudder, Stevens & Clark   1992 - 1996

Skills
AML, Securities, Financial Services, FINRA, Mutual Funds, Due Diligence, Legal Compliance, Real Estate Transactions, Contract Law

Education
Suffolk University Law School   1993 — 1996
Doctor of Law (J.D.), Law, cum laude

Tufts University   1984 — 1987
Bachelor's degree, English Language and Literature/Letters

The Lawrenceville School   1981 — 1983

Stephen Alessi Stephen Alessi United States Details
Stephen Alessi's Scudder, Stevens & Clark Experience April 1997 - December 1999
Job
Industry Financial Services
Experience
EMPOWER Retirement  January 2015 - Present
Putnam Investments  August 2012 - December 2014
Putnam Investments  February 2010 - July 2012
ADP  May 2005 - January 2010
DWS Scudder/ Deutsche Bank   February 2001 - May 2005
Scudder Kemper Investments  January 2000 - January 2001
Scudder Stevens & Clark  April 1997 - December 1999
Scudder Stevens & Clark  March 1995 - March 1997
Putnam Investments  September 1992 - February 1995

Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis

Education
University of Maine   1988 — 1992
Bachelor's degree, Business Administration and Management, General