Security Global Investors
Industry: Company
DescriptionFounded: 1962 Parent organization: Security Benefit Group, Inc.
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Security Global Investors Employees
Employee
Years
Job
Industry
Chris Nguyen Chris Nguyen's Security Global Investors Experience September 2010 - April 2011
Job Sequoia Capital Global Equities
Industry Investment Management
Experience
Sequoia Capital Global Equities July 2011 - Present
Security Global Investors September 2010 - April 2011
Seasons Capital Management LLC November 2008 - May 2010
Roberts & Ryan Investments Inc January 2008 - November 2008
Education
University of California, Santa Barbara 2003 — 2007
B.A., Global Studies: Socio-Economic & Political Processes
Sequoia Capital Global Equities July 2011 - Present
Security Global Investors September 2010 - April 2011
Seasons Capital Management LLC November 2008 - May 2010
Roberts & Ryan Investments Inc January 2008 - November 2008
Education
University of California, Santa Barbara 2003 — 2007
B.A., Global Studies: Socio-Economic & Political Processes
Scott Klimo, CFA Scott Klimo, CFA's Security Global Investors Experience October 2001 - April 2011
Job Director of Research at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation May 2012 - Present
Security Global Investors October 2001 - April 2011
Avera Global Partners / Security Global Investors October 2001 - April 2011
Founders Asset Management December 1999 - September 2001
State of Wisconsin Investment Board May 1998 - November 1999
SBC Warburg March 1994 - March 1998
Smith New Court Far East 1991 - 1994
Crosby Securities January 1989 - January 1990
Crosby Securities 1987 - 1989
Education
Mandarin Training Center, National Taiwan Normal University 1984 — 1986
The Chinese University of Hong Kong 1983 — 1984
Chinese language, politics and literature studies
Hamilton College 1979 — 1983
Bachelor of Arts, Asian Studies
Western Reserve Academy 1975 — 1979
Saturna Capital Corporation May 2012 - Present
Security Global Investors October 2001 - April 2011
Avera Global Partners / Security Global Investors October 2001 - April 2011
Founders Asset Management December 1999 - September 2001
State of Wisconsin Investment Board May 1998 - November 1999
SBC Warburg March 1994 - March 1998
Smith New Court Far East 1991 - 1994
Crosby Securities January 1989 - January 1990
Crosby Securities 1987 - 1989
Education
Mandarin Training Center, National Taiwan Normal University 1984 — 1986
The Chinese University of Hong Kong 1983 — 1984
Chinese language, politics and literature studies
Hamilton College 1979 — 1983
Bachelor of Arts, Asian Studies
Western Reserve Academy 1975 — 1979
Charles Haff Charles Haff's Security Global Investors Experience August 2004 - July 2007
Job Sr. Equity Research Analyst at CraigHallum Capital Group
Industry Investment Management
Experience
Craig-Hallum Capital Group December 2011 - Present
Garden leave June 2011 - December 2011
Dougherty & Company September 2009 - June 2011
Thrivent Financial July 2007 - February 2009
Security Global Investors August 2004 - July 2007
JP Morgan Asset Management May 1998 - August 2004
Banc One Corporation June 1997 - May 1998
Education
University of MN- Mini Medical School 2009 — 2012
University of St. Thomas - Opus College of Business
Executive Development, Medical Technology Management
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
University of Nevada-Las Vegas
BS, College of HOA
Craig-Hallum Capital Group December 2011 - Present
Garden leave June 2011 - December 2011
Dougherty & Company September 2009 - June 2011
Thrivent Financial July 2007 - February 2009
Security Global Investors August 2004 - July 2007
JP Morgan Asset Management May 1998 - August 2004
Banc One Corporation June 1997 - May 1998
Education
University of MN- Mini Medical School 2009 — 2012
University of St. Thomas - Opus College of Business
Executive Development, Medical Technology Management
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
University of Nevada-Las Vegas
BS, College of HOA
Dan Portanova Dan Portanova's Security Global Investors Experience January 2008 - March 2012
Job Consultant at Rampart Insurance Company
Industry Investment Management
Experience
Rampart Insurance Company July 2013 - Present
Guggenheim Partners March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management November 1995 - May 2003
General Reinsurance November 1989 - November 1995
Smith Barney, Harris & Upham October 1984 - November 1989
Skills
Wealth Management, Fixed Income, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Bonds, Financial Services, ETFs, Asset Management, Trading, Investment Banking
Education
Duke University - Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA, Economics
Rampart Insurance Company July 2013 - Present
Guggenheim Partners March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Gartmore Global Investments May 2003 - January 2008
Groupama Asset Management November 1995 - May 2003
General Reinsurance November 1989 - November 1995
Smith Barney, Harris & Upham October 1984 - November 1989
Skills
Wealth Management, Fixed Income, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Bonds, Financial Services, ETFs, Asset Management, Trading, Investment Banking
Education
Duke University - Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA, Economics
Himani Bhalla, CFA Himani Bhalla, CFA's Security Global Investors Experience 2010 - 2010
Job Principal at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital (HTGC) June 2011 - Present
Wells Fargo 2010 - 2011
Security Global Investors 2010 - 2010
Religare Capital Markets 2009 - 2009
ICICI Bank June 2006 - December 2008
Skills
Financial Modeling, Venture Capital, Private Equity, Mergers & Acquisitions, Investments
Education
CFA Institute 2009 — 2010
Chartered Financial Analyst (CFA)
University of California, Berkeley 2009 — 2010
Certificate Program (Extn), Finance
Management Development Institute 2004 — 2006
MBA, Finance
Netaji Subhas Institute of Technology 2000 — 2004
B Tech, Electronics
Hercules Technology Growth Capital (HTGC) June 2011 - Present
Wells Fargo 2010 - 2011
Security Global Investors 2010 - 2010
Religare Capital Markets 2009 - 2009
ICICI Bank June 2006 - December 2008
Skills
Financial Modeling, Venture Capital, Private Equity, Mergers & Acquisitions, Investments
Education
CFA Institute 2009 — 2010
Chartered Financial Analyst (CFA)
University of California, Berkeley 2009 — 2010
Certificate Program (Extn), Finance
Management Development Institute 2004 — 2006
MBA, Finance
Netaji Subhas Institute of Technology 2000 — 2004
B Tech, Electronics
Chuck Lauber, CFA's Security Global Investors Experience 1994 - 2004
Job Portfolio Manager at First National Fund Advisors
Industry Investment Management
Experience
First National Fund Advisors August 2006 - Present
Koesten Hirschmann & Crabtree, Inc. 2005 - 2006
Self Employed 2004 - 2005
Security Global Investors 1994 - 2004
Skills
Portfolio Management, Equities, Investments, Hedge Funds, Asset Allocation, Healthcare, Technology, Small Cap, Mid Cap, Fundamental Research, Technical Analysis, Quantitative Analysis, Trading, Equity Research, Investment Strategies, Investment Management, Mutual Funds, Equity Valuation, Finance, Asset Management, Alternative Investments, Valuation, Financial Modeling, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance & Investments
Texas A&M University-Commerce 1986 — 1987
BBA, Finance
First National Fund Advisors August 2006 - Present
Koesten Hirschmann & Crabtree, Inc. 2005 - 2006
Self Employed 2004 - 2005
Security Global Investors 1994 - 2004
Skills
Portfolio Management, Equities, Investments, Hedge Funds, Asset Allocation, Healthcare, Technology, Small Cap, Mid Cap, Fundamental Research, Technical Analysis, Quantitative Analysis, Trading, Equity Research, Investment Strategies, Investment Management, Mutual Funds, Equity Valuation, Finance, Asset Management, Alternative Investments, Valuation, Financial Modeling, Bloomberg
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance & Investments
Texas A&M University-Commerce 1986 — 1987
BBA, Finance
Mark Bronzo Mark Bronzo's Security Global Investors Experience January 2008 - March 2012
Job Managing Member at Nudge Capital
Industry Investment Management
Experience
Nudge Capital November 2013 - Present
Guggenheim Investments March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Series 7, Derivatives, Securities, CLO, Due Diligence, Risk Management, Financial Analysis, Separately Managed..., Structured Products, MBS, Equity Trading
Education
New York University 1984 — 1986
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA-Economics
Nudge Capital November 2013 - Present
Guggenheim Investments March 2012 - April 2013
Security Global Investors January 2008 - March 2012
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Asset Managment, Portfolio Management, Investments, Mutual Funds, Series 7, Derivatives, Securities, CLO, Due Diligence, Risk Management, Financial Analysis, Separately Managed..., Structured Products, MBS, Equity Trading
Education
New York University 1984 — 1986
Master of Business Administration (MBA), Finance, General
Boston College 1978 — 1982
BA-Economics
Kabir Goyal Kabir Goyal's Security Global Investors Experience 2008 - 2009
Job Associate Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors 2015 - Present
Wasatch Advisors 2012 - 2014
Putnam Investments 2009 - 2011
Security Global Investors 2008 - 2009
Putnam Investments 2008 - 2008
Gould Investment Partners 2007 - 2008
JET Program - Japan 2005 - 2007
Cambridge Associates 2002 - 2005
Microsoft 2001 - 2001
Skills
Equities, Portfolio Management, Valuation, Emerging Markets, Financial Modeling, Hedge Funds, Asset Managment, Equity Research, Investments, Financial Analysis, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Pomona College 1998 — 2002
BA, Computer Science, Economics
Santa Monica High School
Wasatch Advisors 2015 - Present
Wasatch Advisors 2012 - 2014
Putnam Investments 2009 - 2011
Security Global Investors 2008 - 2009
Putnam Investments 2008 - 2008
Gould Investment Partners 2007 - 2008
JET Program - Japan 2005 - 2007
Cambridge Associates 2002 - 2005
Microsoft 2001 - 2001
Skills
Equities, Portfolio Management, Valuation, Emerging Markets, Financial Modeling, Hedge Funds, Asset Managment, Equity Research, Investments, Financial Analysis, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Pomona College 1998 — 2002
BA, Computer Science, Economics
Santa Monica High School
Christine Juettner Christine Juettner's Security Global Investors Experience April 2009 - January 2011
Job Solutions Delivery | Program Manager
Industry Computer Software
Experience
Cobb Systems Group, LLC April 2010 - Present
Guggenheim Investments January 2011 - Present
Security Global Investors April 2009 - January 2011
Rydex Investments January 2002 - April 2009
Rydex June 2000 - June 2002
Operations Research Technology, Inc. August 1994 - June 2000
ARINC July 1992 - August 1994
Freelance December 1991 - July 1992
Skills
Business Strategy, CxO-level Engagement, Project Management, Business Analysis, Organizational Design, Process Engineering, Operations Research, Performance Metrics, Quality Assurance, Software Testing, Technical Documentation, IT Operations Management, Financial Services, Software Development..., Vendor Management, Business Development, Federal Government...
Education
University of Maryland College Park
Cobb Systems Group, LLC April 2010 - Present
Guggenheim Investments January 2011 - Present
Security Global Investors April 2009 - January 2011
Rydex Investments January 2002 - April 2009
Rydex June 2000 - June 2002
Operations Research Technology, Inc. August 1994 - June 2000
ARINC July 1992 - August 1994
Freelance December 1991 - July 1992
Skills
Business Strategy, CxO-level Engagement, Project Management, Business Analysis, Organizational Design, Process Engineering, Operations Research, Performance Metrics, Quality Assurance, Software Testing, Technical Documentation, IT Operations Management, Financial Services, Software Development..., Vendor Management, Business Development, Federal Government...
Education
University of Maryland College Park
Xiangjun Wu, CFA's Security Global Investors Experience June 2004 - April 2011
Job Portfolio Manager at Guotai Asset Management
Industry Investment Management
Experience
Guotai Asset Management May 2011 - Present
Security Global Investors June 2004 - April 2011
Tata Consultancy Services, America October 2002 - January 2004
i2 Technologies, Inc. May 1999 - September 2002
Education
University of California at Berkeley 2002 — 2005
MBA
Stanford University 1997 — 1999
M.S.
Peking University, China 1992 — 1997
B.S.
Guotai Asset Management May 2011 - Present
Security Global Investors June 2004 - April 2011
Tata Consultancy Services, America October 2002 - January 2004
i2 Technologies, Inc. May 1999 - September 2002
Education
University of California at Berkeley 2002 — 2005
MBA
Stanford University 1997 — 1999
M.S.
Peking University, China 1992 — 1997
B.S.
Aditya Dasgupta's Security Global Investors Experience May 2007 - August 2007
Job Senior Capital Markets Analyst at Federal Home Loan Bank of Des Moines
Industry Banking
Experience
Federal Home Loan Bank of Des Moines October 2010 - Present
Federal Home Loan Bank of Des Moines June 2008 - October 2010
Security Global Investors May 2007 - August 2007
i-flex solutions 2004 - 2006
Skills
Financial Modeling, Capital Markets, Business Analysis, Derivatives, Quantitative Finance, Fixed Income, Structured Finance, Valuation, Bloomberg, Portfolio Management, Financial Risk, Securitization, Market Risk, Investments, VBA, Interest Rate..., Hedging, Analysis, SQL, Equities, MBS, Business Intelligence, Finance, Trading, Bonds, Options, Structured Products, C++, SAS, Matlab, Asset Management, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
M.B.A., Finance - Investments
P.E.S. Institute of Technology, Bangalore 2000 — 2004
Engineering, Computer Science
National Public School, Indiraganar 1994 — 1999
High School
Vasant Valley School 1991 — 1994
Federal Home Loan Bank of Des Moines October 2010 - Present
Federal Home Loan Bank of Des Moines June 2008 - October 2010
Security Global Investors May 2007 - August 2007
i-flex solutions 2004 - 2006
Skills
Financial Modeling, Capital Markets, Business Analysis, Derivatives, Quantitative Finance, Fixed Income, Structured Finance, Valuation, Bloomberg, Portfolio Management, Financial Risk, Securitization, Market Risk, Investments, VBA, Interest Rate..., Hedging, Analysis, SQL, Equities, MBS, Business Intelligence, Finance, Trading, Bonds, Options, Structured Products, C++, SAS, Matlab, Asset Management, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
M.B.A., Finance - Investments
P.E.S. Institute of Technology, Bangalore 2000 — 2004
Engineering, Computer Science
National Public School, Indiraganar 1994 — 1999
High School
Vasant Valley School 1991 — 1994
Andrei Kovalev's Security Global Investors Experience May 2009 - September 2010
Job Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Michael Epperson's Security Global Investors Experience February 2005 - February 2012
Job VP, Sales Analysis Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments February 2012 - Present
Security Global Investors February 2005 - February 2012
Rydex Investments January 2003 - February 2005
Rydex Investments March 2000 - January 2003
Rydex Investments March 1999 - March 2000
Skills
Data Analysis, Data Visualization, Report Writing, Reporting & Analysis, Process Automation, Microsoft Excel, MS Excel Pivot Tables, CRM, Cognos ReportNet, Business Objects, Data Mining, Data Stewardship
Education
University of Maryland College Park 1995 — 1998
Finance
Guggenheim Investments February 2012 - Present
Security Global Investors February 2005 - February 2012
Rydex Investments January 2003 - February 2005
Rydex Investments March 2000 - January 2003
Rydex Investments March 1999 - March 2000
Skills
Data Analysis, Data Visualization, Report Writing, Reporting & Analysis, Process Automation, Microsoft Excel, MS Excel Pivot Tables, CRM, Cognos ReportNet, Business Objects, Data Mining, Data Stewardship
Education
University of Maryland College Park 1995 — 1998
Finance
Dave Logeman's Security Global Investors Experience April 2004 - January 2009
Job Securities Analyst at Scout Investment Advisors
Industry Investment Management
Experience
Scout Investment Advisors December 2009 - Present
scout investment advisors 2009 - 2010
Security Global Investors April 2004 - January 2009
Skills
Fixed Income, Asset Managment, Equities, Asset Allocation, Investments, Alternative Investments, Investment Management, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business
Scout Investment Advisors December 2009 - Present
scout investment advisors 2009 - 2010
Security Global Investors April 2004 - January 2009
Skills
Fixed Income, Asset Managment, Equities, Asset Allocation, Investments, Alternative Investments, Investment Management, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business
Mike Scalzi's Security Global Investors Experience January 2005 - May 2008
Job Head of Investment Valuation
Industry Financial Services
Experience
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
guggenheim investments June 2008 - Present
Security Global Investors January 2005 - May 2008
Security Global Investors April 2002 - January 2005
Security Global Investors June 2000 - March 2002
JPMorgan Chase 1997 - 2000
INVESTORS BANK AND TRUST June 1996 - October 1997
Skills
Fund Accounting, Series 7, Investment Valuation, Investment Advisor..., Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Securities, Financial Services, ETFs
Education
Clemson University 1991 — 1995
Bachelors of Science, Finance
Eleanor Roosevelt H.S. 1987 — 1991
Christi Fletcher's Security Global Investors Experience FI Portfolio ManagerSecurity Global Investors2004 - Present
Job PRIN. PORTFOLIO MANAGER at Security Global Investors
Industry Financial Services
Experience
Security Global Investors FI Portfolio ManagerSecurity Global Investors2004 - Present
Security Benefit 2004 - Present
SGI 2004 - 2009
Horizon Cash Management September 2000 - August 2004
Zurich Scudder Investments July 1998 - September 2000
Education
Missouri State University 1990 — 1994
Security Global Investors FI Portfolio ManagerSecurity Global Investors2004 - Present
Security Benefit 2004 - Present
SGI 2004 - 2009
Horizon Cash Management September 2000 - August 2004
Zurich Scudder Investments July 1998 - September 2000
Education
Missouri State University 1990 — 1994
Greg Kratz, ASA, CFA, MAAA's Security Global Investors Experience March 2007 - August 2010
Job 2nd VP and Actuary Product Development and Management
Industry Investment Management
Experience
Security Benefit Group April 2015 - Present
Security Benefit Group August 2010 - April 2015
Security Global Investors March 2007 - August 2010
Security Benefit April 2002 - March 2007
Transamerica 1986 - 2002
Skills
Product Development, Product Management, Pricing, Market Development, Strategic Planning, Profitability..., Personnel Management, Relationship Management
Education
University of Nebraska-Lincoln
BS, Mathematics, Actuarial Science
Security Benefit Group April 2015 - Present
Security Benefit Group August 2010 - April 2015
Security Global Investors March 2007 - August 2010
Security Benefit April 2002 - March 2007
Transamerica 1986 - 2002
Skills
Product Development, Product Management, Pricing, Market Development, Strategic Planning, Profitability..., Personnel Management, Relationship Management
Education
University of Nebraska-Lincoln
BS, Mathematics, Actuarial Science
Chris Phalen's Security Global Investors Experience March 2002 - August 2007
Job Senior Investment Analyst at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments August 2011 - Present
Security Benefit Corporation August 2009 - August 2011
Security Global Investors - Asset Management subsidiary of Security Benefit Corporation September 2007 - August 2009
Security Global Investors March 2002 - August 2007
Security Global Investors August 1999 - March 2000
Security Global Investors August 1997 - August 1999
Sprint PCS March 1997 - August 1997
Security Benefit Corporation July 1995 - March 1997
Security Benefit Corporation May 1994 - July 1995
Skills
Asset Management, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Fixed Income, Finance, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Insurance, Strategic Planning, Capital Markets
Education
University of Kansas 1989 — 1993
Bachelor's Degree, Business Administration and Accounting
Guggenheim Investments August 2011 - Present
Security Benefit Corporation August 2009 - August 2011
Security Global Investors - Asset Management subsidiary of Security Benefit Corporation September 2007 - August 2009
Security Global Investors March 2002 - August 2007
Security Global Investors August 1999 - March 2000
Security Global Investors August 1997 - August 1999
Sprint PCS March 1997 - August 1997
Security Benefit Corporation July 1995 - March 1997
Security Benefit Corporation May 1994 - July 1995
Skills
Asset Management, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Fixed Income, Finance, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Insurance, Strategic Planning, Capital Markets
Education
University of Kansas 1989 — 1993
Bachelor's Degree, Business Administration and Accounting
Charles Pridgen's Security Global Investors Experience February 2010 - Present
Job Client Services at Security Global Investors
Industry Financial Services
Experience
Security Global Investors February 2010 - Present
Salisbury University August 2007 - August 2009
Salisbury University August 2006 - May 2009
Integrated Recruiting Consultants August 2004 - June 2007
Education
Salisbury University 2005 — 2009
Bachelors, Finance & International Business
Security Global Investors February 2010 - Present
Salisbury University August 2007 - August 2009
Salisbury University August 2006 - May 2009
Integrated Recruiting Consultants August 2004 - June 2007
Education
Salisbury University 2005 — 2009
Bachelors, Finance & International Business
John C Dodd's Security Global Investors Experience February 2008 - July 2010
Job Principal, Head of Institutional Marketing at Levin Capital Strategies
Industry Investment Management
Experience
Levin Capital Strategies, LP July 2010 - Present
Security Global Investors February 2008 - July 2010
US Trust Asset Management February 2006 - January 2008
Friess Associates, LLC October 2001 - May 2005
The Boston Company Asset Management, LLC September 1996 - October 2001
Fidelity Investments March 1995 - September 1996
New England Investment Companies, LP (NEIC) -New England Investment Associates February 1993 - April 1995
Goldman, Sachs & Co. May 1986 - December 1990
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Microsoft Excel, Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Marketing Strategy, Project Management, PowerPoint, Fixed Income, Risk Management
Education
Columbia Business School
(MBA), Finance
Dartmouth College
AB, English
Levin Capital Strategies, LP July 2010 - Present
Security Global Investors February 2008 - July 2010
US Trust Asset Management February 2006 - January 2008
Friess Associates, LLC October 2001 - May 2005
The Boston Company Asset Management, LLC September 1996 - October 2001
Fidelity Investments March 1995 - September 1996
New England Investment Companies, LP (NEIC) -New England Investment Associates February 1993 - April 1995
Goldman, Sachs & Co. May 1986 - December 1990
Skills
Equity Research, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Microsoft Excel, Strategic Planning, Business Strategy, Financial Analysis, Microsoft Office, Marketing Strategy, Project Management, PowerPoint, Fixed Income, Risk Management
Education
Columbia Business School
(MBA), Finance
Dartmouth College
AB, English
Lisa Roberts-Richardson's Security Global Investors Experience April 2009 - Present
Job Mutual Fund Administrator at Security Global Investors
Industry Investment Management
Experience
Security Global Investors April 2009 - Present
Security Global Investors November 2007 - April 2009
Education
Bowie State University 2003 — 2005
MBA, Finance
Howard University 1998 — 2001
COBIS, Information Systems
Security Global Investors April 2009 - Present
Security Global Investors November 2007 - April 2009
Education
Bowie State University 2003 — 2005
MBA, Finance
Howard University 1998 — 2001
COBIS, Information Systems
Davenport Kristi's Security Global Investors Experience February 2003 - June 2010
Job Administrative Manager at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments June 2010 - Present
Security Global Investors February 2003 - June 2010
Security Benefit February 2001 - February 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Accounting
Education
Emporia State University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Guggenheim Investments June 2010 - Present
Security Global Investors February 2003 - June 2010
Security Benefit February 2001 - February 2003
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Accounting
Education
Emporia State University 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY