Smith Breeden Associates

Smith Breeden Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Smith Breeden Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Smith Breeden Associates Salaries. You can even request information on how much does Smith Breeden Associates pay if you want to. Learn about salaries, pros and cons of working for Smith Breeden Associates directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

80 Smith Breeden Associates employees in database. Find out everything there's to know about Smith Breeden Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Smith Breeden Associates Employees

Employee
Years
Job
Industry
Radhika Gnanaprakash, PMP, CSM Radhika Gnanaprakash, PMP, CSM Chicago, Illinois Details
Radhika Gnanaprakash, PMP, CSM's Smith Breeden Associates Experience February 2008 - December 2010
Job IT Project Manager
Industry Information Technology and Services
Experience
Convey Health Solutions  July 2013 - Present
Sheridan Healthcorp  October 2012 - June 2013
Sunpass  June 2011 - September 2012
Campus Management Corp  December 2010 - May 2011
Smith Breeden Associates   February 2008 - December 2010
UBS Investment Bank  November 2006 - February 2008

Skills
Visio, Business Analysis, Use Case Analysis, Requirements Gathering, Agile Methodologies, SSRS, Requirements Analysis, SQL, Microsoft SQL Server, Systems Analysis, Software Project..., XML, Analysis, Project Management, Scrum, Project Planning, SDLC, Vendor Management, Process Improvement

Education
Stevens Institute of Technology   2004 — 2006
Master of Science (MS), Management Information Systems, General

Visvesvaraya Technological University, Bangalore   1999 — 2003
Bachelor of Science (BS), Computer and Information Sciences, General

Andrew Watkins, CFP®, CRPC®, CLU®, ChFC® Andrew Watkins, CFP®, CRPC®, CLU®, ChFC® Raleigh-Durham, North Carolina Area Details
Andrew Watkins, CFP®, CRPC®, CLU®, ChFC®'s Smith Breeden Associates Experience May 2007 - August 2007
Job Wealth Management Advisor / Recruiting Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  March 2009 - Present
Merrill Lynch  January 2008 - February 2009
Northwestern Mutual  April 2006 - January 2008
Smith Breeden Associates   May 2007 - August 2007

Skills
Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Services, Securities, Corporate Finance, Strategy, Portfolio Management

Education
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner™(CFP®)

The American College
Chartered Financial Consultant (ChFC®)

College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)

The American College
Chartered Life Underwriter (CLU®)

Emory University - Goizueta Business School   2003 — 2007
Bachelors of Business Administration, Finance & Management

University of North Carolina at Chapel Hill   2003 — 2004
Economics

East Chapel Hill

David Kon David Kon Washington D.C. Metro Area Details
David Kon's Smith Breeden Associates Experience May 2006 - January 2011
Job Chief Data Officer at NISA Investment Advisors, L.L.C.
Industry Information Technology and Services
Experience
NISA Investment Advisors, L.L.C.   December 2014 - Present
NISA Investment Advisors, L.L.C.   April 2012 - Present
Vail Resorts  January 2011 - April 2012
Smith Breeden Associates   May 2006 - January 2011
Protiviti  2005 - 2006

Skills
SharePoint, SSRS, Business Intelligence, SQL Server, Content Management, Knowledge Sharing, Databases, Business Process, Business Management, SQL, HTML, Business Analysis, Application Development, Windows, Process Improvement, Microsoft Office, Vendor Management, Business Process..., Team Management, Visio, Agile, Requirements Analysis, Integration, Web Development, SSIS, T-SQL, Data Warehousing, Management, Project Management, Process Engineering, Proposal Writing, Project Delivery, Project Portfolio..., Software Project..., Software Development, Software Design, Enterprise Software, Enterprise Risk..., Entrepreneurship, Data Analysis, Data Management, Database Design, Information Technology, Information Architecture, Information Management, Financial Reporting, Financial Systems, Financial Systems Design, Portfolio Management, Microsoft SQL Server

Education
University of Colorado Boulder   2001 — 2005
Business, Information Systems

University of Colorado at Boulder - Leeds School of Business   2001 — 2005
BS, Business Information Systems

Syracuse   2004 — 2004
Study Abroad Program

East Chapel Hill   1997 — 2001

Kevin Stoll Kevin Stoll Raleigh-Durham, North Carolina Area Details
Kevin Stoll's Smith Breeden Associates Experience March 2007 - June 2013
Job Executive Director, Head of Quantitative Research at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC  July 2013 - Present
Smith Breeden Associates   March 2007 - June 2013
Sterling Capital Management  July 2004 - March 2007
Jones Lang LaSalle  March 2000 - May 2002
Security Capital Group  1998 - 1999

Skills
Financial Modeling, Bloomberg, Fixed Income, Portfolio Management, Analytics, Asset Management, Valuation, Derivatives, Asset Managment, Investments, Financial Analysis, Quantitative Research, Statistical Modeling

Education
Duke University   2002 — 2004
Masters of Business Administration, Finance

Northwestern University   1994 — 1998
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences

Lynne (Laughna) Strynchuk Lynne (Laughna) Strynchuk Melbourne, Florida Area Details
Lynne (Laughna) Strynchuk's Smith Breeden Associates Experience 1990 - 1991
Job Financial Advisor, MBA, CFP, Moisand Fitzgerald Tamayo, LLC
Industry Investment Management
Experience
Moisand Fitzgerald Tamayo LLC   September 2010 - Present
American Cancer Society  2010 - 2014
Berman Hopkins Wright & LaHam   December 2000 - March 2010
Raymond James & Associates  1994 - 1996
Harris Corporation  1991 - 1993
Smith Breeden Associates   1990 - 1991
Oxford Industries  1982 - 1989

Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Planners, High Net Worth..., Investment Management, Financial Analysis, Retirement, Wealth, Analysis, Protection

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Masters in Business Administration with a focus on Investments

Auburn University
Bachelor of Science

Cocoa Beach Jr Sr High

Duke University

In-Young Jo In-Young Jo Raleigh, North Carolina Details
In-Young Jo's Smith Breeden Associates Experience May 2012 - June 2012
Job Senior at Duke University
Industry Investment Management
Experience
Cambridge Associates  June 2015 - August 2015
Duke University  2014 - January 2015
Quicken Loans  May 2014 - August 2014
Duke University Health System  June 2013 - January 2014
Mars Outreach for North Carolina Students   February 2011 - August 2012
Smith Breeden Associates   May 2012 - June 2012

Skills
Software Development, Java, HTML 5, XSLT, CSS, JavaScript, Git, TFS, Microsoft Office, Team Leadership, EMT, C, Algorithms, PowerPoint, Data Analysis, Microsoft Excel

Education
Duke University   2012 — 2016
Electrical and Computer Engineering, Economics with Finance Concentration

Durham Academy Upper School   2008 — 2012
High School Diploma

John Wallace, CFA John Wallace, CFA Raleigh-Durham, North Carolina Area Details
John Wallace, CFA's Smith Breeden Associates Experience 2006 - 2009
Job Head of Global Equity and Real Asset Strategies at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners  December 2011 - Present
Franklin Street Partners  January 2011 - Present
Belltower Advisors, LLC   August 2010 - August 2010
JPMorgan Private Bank  June 2010 - July 2010
Smith Breeden Associates   2006 - 2009
Main Street Restaurant Group, Inc.   2003 - 2006
MarketBridge  2002 - 2003

Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA

University of North Carolina at Chapel Hill   1998 — 2002
BSBA

Raj Parvat Raj Parvat San Antonio, Texas Details
Raj Parvat's Smith Breeden Associates Experience June 2008 - January 2009
Job Founder/Product Manager at SimCre Solutions LLC
Industry Information Technology and Services
Experience
SimCre Solutions LLC   January 2013 - Present
Smith Breeden Associates   June 2008 - January 2009
LexisNexis  March 2004 - June 2008

Skills
Process Improvement, Product Development, Product Marketing, Data Mining, Analysis, Healthcare Management, Testing, Data Warehousing, SDLC, Capacity Planning, Workflow, HL7 Messaging, Cardiac Rhythm..., HL7, Change Management, Management, Project Management, Healthcare, Requirements Analysis

Education
Oklahoma State University   2007 — 2009
Graduate Certificate in Business Data Mining, Data Mining

University of Central Oklahoma
Bachelor of Science, Computer Science

Shaun William Davies, PhD, CFA Shaun William Davies, PhD, CFA Boulder, Colorado Details
Shaun William Davies, PhD, CFA's Smith Breeden Associates Experience May 2005 - August 2008
Job Assistant Professor of Finance at University of Colorado Boulder
Industry Higher Education
Experience
University of Colorado Boulder  June 2013 - Present
UCLA Anderson School of Management  September 2008 - June 2013
Smith Breeden Associates   May 2005 - August 2008

Skills
Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Derivatives, Portfolio Management, Hedge Funds, Asset Managment, Investments, Quantitative Analytics, Capital Markets, Analysis, VBA, Equities, Economics, Alternative Investments, Equity Valuation, Financial Markets, Finance, Risk Management, Quantitative Finance, Equity Research, Econometrics, Macroeconomics, Stata

Education
UCLA Anderson School of Management   2008 — 2013
PhD, Finance

University of California, Los Angeles   2008 — 2010
MA, Economics

University of Colorado Boulder   2001 — 2005
BS, Applied Mathematics

University of Colorado Boulder   2001 — 2005
BA, Economics

Standley Lake High School

Eli Hassid Eli Hassid Rockville, Maryland Details
Eli Hassid's Smith Breeden Associates Experience November 2007 - April 2010
Job Investment Analyst at Lockheed Martin Investment Management Company
Industry Financial Services
Experience
Lockheed Martin Investment Management Company  June 2015 - Present
Guggenheim Investments  July 2013 - June 2015
Fannie Mae  May 2010 - January 2012
Smith Breeden Associates   November 2007 - April 2010
Declaration Management & Research  March 2006 - June 2007
Legg Mason  June 2005 - March 2006

Skills
Fixed Income, CDX, ABS, Hedge Funds, Interest Rate Swaps, Derivative Operations, Bonds, Markitwire, Trade Web, Financial Services, Bloomberg, ICE, Account Reconciliation, Microsoft Office, Portia, ADP Payroll, Misys, DTC Trade Suite, DTC, BONY GSCX, JPM BDAS, Markit, MBS, Corporate Actions, DTCC DerivServ, Fund Of Funds, BlackRock Aladdin

Education
University of Maryland College Park   2012 — 2013
Master of Education (M.Ed.), History/Social Studies Teacher Education

American University   2001 — 2005
Bachelor of Science (B.S.), Business Administration: International Finance and Enterprise Management

Jeff Ormsby, CFA Jeff Ormsby, CFA Charlotte, North Carolina Details
Jeff Ormsby, CFA's Smith Breeden Associates Experience August 2006 - July 2009
Job Director, Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC  June 2011 - Present
UNC Kenan-Flagler  August 2009 - May 2011
Smith Breeden Associates   August 2006 - July 2009

Skills
Fixed Income, Portfolio Management, Valuation, Trading, Bloomberg, Financial Modeling, Investments, Structured Products, Investment Management, Asset Managment, Financial Analysis

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Investment Management

North Carolina State University - College of Management   2002 — 2006
B.S., Economics

Kurt Yokum Kurt Yokum Raleigh-Durham, North Carolina Area Details
Kurt Yokum's Smith Breeden Associates Experience 2007 - 2008
Job
Industry Information Technology and Services
Experience
Square 1 Bank  September 2010 - Present
Research Triangle Institute International  July 2009 - July 2011
Monsanto  2007 - July 2009
Smith Breeden Associates   2007 - 2008
Investors Title Company  2006 - 2007
Red Prairie  2005 - 2006
SpectraSite Communications  2001 - 2005
Global Knowledge  2000 - 2001
Duke Clinical Research Institute  1998 - 2000
BASF  1997 - 1998

Skills
VB.NET, C#, SQL Server, ASP.NET, Web Services, Visual Studio, LINQ, .NET, IIS, XML, SharePoint, SQL, JavaScript, Windows, SSIS, ASP, T-SQL, SSRS, HTML, ADO.NET, CSS, Web Development, Software Development, AJAX, jQuery, WinForms, OOP, SOA, PL/SQL, Database Design, Web Applications, Subversion, Application Development, Microsoft SQL Server, Oracle, Agile Methodologies, Visual Basic, VSS, Databases, Crystal Reports, VBScript

Education
Louisiana State University
BS, Computer Science

Glenn Hollingsworth Glenn Hollingsworth Raleigh-Durham, North Carolina Area Details
Glenn Hollingsworth's Smith Breeden Associates Experience 2008 - 2013
Job Sr. Manager IS, Hosting Operation Services at Allscripts
Industry Information Technology and Services
Experience
Allscripts  October 2014 - Present
Allscripts  January 2013 - Present
Smith Breeden Associates   2008 - 2013
Smith Breeden Associates   2006 - 2008
Smith Breeden Associates   February 1999 - 2006
CiviGenics  1998 - 1999
Carolina Corrections Services   1997 - 1998

Skills
Windows Server, System Administration, Troubleshooting, TCP/IP, Networking, VoIP, Data Center, Microsoft SQL Server, Security, VMware, Enterprise Software, SSIS, Systems Analysis, Bloomberg, Perl, Network Administration, Disaster Recovery, Strategic Planning, IT Infrastructure..., IT Infrastructure Design, Process Improvement, Policy Analysis, Team Leadership, Cost Control, Telecommunications, Budgets, SaaS, SSAE16 (SAS70), SOC2, HIPPA, HIPAA, IT Strategy, Technical Support, Infrastructure, IT Service Management, IT Operations, Cisco Technologies, Data Warehousing, Managed Services, Microsoft Exchange, Contract Negotiation, Strategy, Hardware, Switches, Storage, WAN, Servers, Business Continuity, Management, Project Management

Education
University of Southampton   1992 — 1993
Masters of Arts

Appalachian State University   1987 — 1991
BS

Technical Schools

Thomas Mirc Thomas Mirc Raleigh-Durham, North Carolina Area Details
Thomas Mirc's Smith Breeden Associates Experience August 2005 - December 2008
Job Senior Manager Red Hat | Fellow The University of North Carolina
Industry Information Technology and Services
Experience
Red Hat  February 2014 - Present
Red Hat  August 2011 - February 2014
Red Hat  December 2008 - August 2011
Smith Breeden Associates   August 2005 - December 2008

Skills
Strategic Planning, Fixed Income, Equity Derivatives, Budgets, Stakeholder Management, Mentoring, Leadership, Coaching, Financial Analysis, Financial Statement..., Project Management, Organization Growth, SDLC, Business Analysis, Business Process, Agile Methodologies, Software Development, Risk Management, Quality Assurance, Business Process..., Strategic Partnerships, Organizational Design, Salesforce.com, Databases, Vendor Management, Management, Integration, Enterprise Software

Education
University of North Carolina at Chapel Hill   2014 — 2017
Master of Public Administration (M.P.A.), International Economic Development and Policy

Virginia Commonwealth University - School of Business   2000 — 2002
B.S., cum laude, Business Administration - concentration Small Business Management

Carl D. Bell, CFA Carl D. Bell, CFA Washington, District Of Columbia Details
Carl D. Bell, CFA's Smith Breeden Associates Experience June 1991 - December 1997
Job CoHead of Investments at Invictus Capital Partners
Industry Investment Management
Experience
Invictus Capital Partners   May 2015 - Present
Amundi Smith Breeden  March 2013 - May 2015
Five Ten Capital   September 2011 - March 2013
Putnam Investments  January 1998 - August 2011
Smith Breeden Associates   June 1991 - December 1997

Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Investments, Portfolio Management, Asset Allocation, Mortgage Lending, Real Estate

Education
Fuqua School of Business, Duke University   1990 — 1992
MBA, Finance

Carnegie Mellon University   1984 — 1988
Bachelor of Science, Mathematics

Michelle Keenan Michelle Keenan Greater Boston Area Details
Michelle Keenan's Smith Breeden Associates Experience August 2006 - September 2008
Job Data is my superpower
Industry Financial Services
Experience
Santander Bank, N.A.   June 2015 - Present
Wellington Management  September 2011 - June 2015
Fidelity Investments  October 2008 - September 2011
Smith Breeden Associates   August 2006 - September 2008
William A. Berry & Son, Inc.   October 2004 - August 2006
Ardais Corporation  2003 - 2004
Boston University  January 2001 - October 2003
PSRC-RI   September 1996 - December 2000
San Miguel Corporation  June 2000 - September 2000

Skills
SQL, Oracle SQL, ABAP, Business Intelligence, Software Project..., Project Planning, Project Implementation, Project Coordination, Project Execution, Crystal Reports, Actuate, Access, Excel, VBA, C++, Financial Reporting, JCL, Mainframe, Systems Analysis, Business Analysis, Business Strategy, Business Objects, Business Process, Process Engineering, Process Improvement, Process Development, Report Writing, Reporting & Analysis, Executive Reporting, Project Management, DB2, COBOL, Testing, Visio, PMP, Agile Methodologies, SDLC, Requirements Analysis, Strategy, SharePoint, Requirements Gathering, Web Applications, Microsoft Excel

Education
Boston University   2001 — 2002
MS, Administrative Studies

University of Asia and the Pacific   1996 — 2000
BS, Information Technology

Philippine Science High School   1992 — 1996
HS, Science and Technology

Byron Mims, CFA Byron Mims, CFA Raleigh-Durham, North Carolina Area Details
Byron Mims, CFA's Smith Breeden Associates Experience February 2007 - December 2012
Job Director, Sterling Capital Management
Industry Financial Services
Experience
Sterling Capital Management  December 2012 - Present
Smith Breeden Associates   February 2007 - December 2012

Education
North Carolina State University   2002 — 2006
B.S., Economics

Lynn (Sizemore) Blocher Lynn (Sizemore) Blocher Nashville, Tennessee Details
Lynn (Sizemore) Blocher's Smith Breeden Associates Experience August 2007 - March 2010
Job Chief Household Engineer
Industry Investment Management
Experience
Blocher Enterprises   August 2010 - Present
Smith Breeden Associates, Inc.   March 2010 - August 2010
Smith Breeden Associates   August 2007 - March 2010
Evergreen Investments  March 2004 - July 2007
Wachovia  June 2000 - March 2004

Skills
Portfolio Management, Fixed Income, Due Diligence

Education
University of North Carolina at Chapel Hill   1996 — 2000
BSBA, Business, French

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 2000
BSBA, Business, French

Philip Rosen Philip Rosen Greater Los Angeles Area Details
Philip Rosen's Smith Breeden Associates Experience 1998 - 2001
Job Software Engineer
Industry Internet
Experience
Hack Reactor  December 2014 - Present
e2 Young Engineers   2012 - 2012
Edge.BI   2010 - 2011
Spiral Language Systems   2001 - 2005
Smith Breeden Associates   1998 - 2001
PanAmSat  1994 - 1996

Skills
JavaScript, CSS, HTML, Node.js, Backbone.js, Financial Modeling, Python, Data Analysis, Portfolio Management, Microsoft Excel, Spanish, Risk Management, Linear Regression, French, Hebrew, R, Foreign Languages, Curriculum Development, Account Management, VBA, German, Italian, Teaching English as a..., Financial Engineering, Investment Management, Language Teaching, Computational Finance, AngularJS, Backbone, Node

Education
Hack Reactor   2014 — 2015

Carnegie Mellon University - Tepper School of Business   1997 — 1998
MS

University of Maryland College Park
M.Sc.

Monterey Institute of International Studies
Summer Intensive Language Program

St. John's College (MD)
B.A.

Micheal Thomas Language Centers

Crossroads School for Arts and Science
High School Diploma

Elizabeth Stockton Elizabeth Stockton Cincinnati, Ohio Details
Elizabeth Stockton's Smith Breeden Associates Experience June 2001 - September 2004
Job Communications expert precise editor teacher scholar runner
Industry Higher Education
Experience
Miami University  August 2013 - Present
Clear Sharp Writing   August 2000 - Present
Southwestern University  August 2006 - August 2012
University of North Carolina  August 2001 - May 2006
Smith Breeden Associates   June 2001 - September 2004
Harris Associates  May 1999 - July 2000
Security Capital Group  January 1998 - May 1999

Skills
Teaching, Proposal Writing, Editing, Higher Education, Copy Editing, Research, Grant Writing, Proofreading, Literature, Public Speaking, Non-profits, Blogging, Social Media, Technical Writing, Publications, Curriculum Design, Nonprofits, Leadership, Newsletters, Educational Technology, Books, Adult Education, Program Management, Event Planning, Writing, Fundraising

Education
University of North Carolina at Chapel Hill   2000 — 2006
PhD, English

University of Chicago   1996 — 1997
Master of Arts, Social Sciences

Oglethorpe University   1992 — 1996
BA, English

Thomas Stapleton Thomas Stapleton San Francisco Bay Area Details
Thomas Stapleton's Smith Breeden Associates Experience March 2005 - May 2005
Job Director of Engineering, US at Tradeshift
Industry Information Technology and Services
Experience
Tradeshift  April 2015 - Present
Tradeshift  February 2013 - March 2015
CleverTech  May 2012 - January 2013
Infosys  July 2011 - May 2012
3.ZERO   October 2009 - February 2012
Infosys  October 2008 - July 2011
Infosys  July 2007 - October 2008
University of Colorado at Boulder  June 2005 - May 2006
Smith Breeden Associates   March 2005 - May 2005

Skills
HTML, CSS, JavaScript, jQuery, User Experience, Front End Developers, System Testing, Education, Drupal, Shopify, Training Delivery, Data Analysis, Web Design, SQL, Agile Methodologies, Microsoft Excel

Education
University of Colorado at Boulder   2002 — 2007
Bachelor's, Computer Science, Finance

Doug Breeden Doug Breeden Raleigh-Durham, North Carolina Area Details
Doug Breeden's Smith Breeden Associates Experience June 1982 - April 2005
Job Professor at Duke, Consultant at Amundi Smith Breeden
Industry Higher Education
Experience
Amundi Smith Breeden  April 2012 - Present
Commonfund  2011 - Present
Duke University  July 2007 - Present
Massachusetts Institute of Technology  July 2011 - June 2013
Duke University, Fuqua School of Business  July 2001 - June 2007
Smith Breeden Associates   June 1982 - April 2005
University of North Carolina at Chapel Hill  January 2000 - June 2001
Duke University  July 1985 - June 1992
Massachusetts Institute of Technology  July 1984 - June 1985
Stanford University  July 1979 - June 1984

Skills
Derivatives, Risk Management, Teaching, Fixed Income. Mortgage...

Education
Stanford University   1974 — 1978
Ph.D., Finance

Harvard University   1973 — 1974
No degree, in D.B.A. program. Transferred to Stanford, Business Administration and Management, General

Massachusetts Institute of Technology   1968 — 1972
Bachelor of Science, Management Science

Jeff Wheeler, CFA Jeff Wheeler, CFA Boston, Massachusetts Details
Jeff Wheeler, CFA's Smith Breeden Associates Experience November 2005 - March 2013
Job Structured Product Portfolio Manager at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  March 2013 - Present
Smith Breeden Associates   November 2005 - March 2013
Southwest FCU   November 2004 - November 2005
Fannie Mae  July 2003 - November 2004
Weather Predict   June 2002 - October 2002
Smith Breeden Associates   June 1998 - July 2001

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2001 — 2003
MBA, Investment Management

Appalachian State University   1994 — 1998
BSBA, Finance

Heidi Holton Heidi Holton Charlotte, North Carolina Area Details
Heidi Holton's Smith Breeden Associates Experience 1993 - 1995
Job Marketing Senior Manager, Carolinas Practice
Industry Management Consulting
Experience
Deloitte  Client Account Management, Senior ManagerDeloitteJuly 2014 - Present
Deloitte  October 1996 - Present
Smith Breeden Associates   1993 - 1995

Skills
Marketing Strategy, Marketing Communications, Brand Positioning..., Speech Writing, Business Communications, Creative Writing, Eye for Details, B2B Marketing, Strategic Brand..., Analytical Skills, Deliver Results, Consensus Building, Mentoring, Engaging People, Brainstorm Facilitation, Collateral Materials..., Corporate Communications, Marketing..., Event Management, Business Development, Strengthening Client..., Building Relationships, International Business..., Cross-team Collaboration, Project Management, Positive Personality, Systematic Approach, Market Research

Education
Appalachian State University   1990 — 1993
BSBA, Marketing, Finance

Lees-McRae College   1988 — 1990
AS, Business Management

Kyle Sickles Kyle Sickles Cary, North Carolina Details
Kyle Sickles's Smith Breeden Associates Experience November 2007 - Present
Job Vice President Performance Measurement and Analysis at Smith Breeden Associates
Industry Investment Management
Experience
Smith Breeden Associates   November 2007 - Present
Morgan Stanley  June 2006 - November 2007

Education
James Madison University
Bachelor of Business Administration (BBA), Finance

Denise Tawwab Denise Tawwab Raleigh-Durham, North Carolina Area Details
Denise Tawwab's Smith Breeden Associates Experience 1994 - 1997
Job Project Manager at The Raleigh Area Development Authority
Industry Nonprofit Organization Management
Experience
The Raleigh Area Development Authority   2012 - Present
NC Connected, Inc.   2003 - January 2012
CAVU   October 1999 - November 2001
Nortel  1997 - 1999
GlaxoSmithKline  January 1996 - December 1998
Productivity Point International  1994 - 1998
Smith Breeden Associates   1994 - 1997

Skills
Adolescents, Non-profits, Social Media Marketing, Business Coaching, Program Management, Economic Development, Public Speaking, Nonprofits, Youth Development, Fundraising, WordPress, Social Media, Facebook, Organizational..., Public Relations, Program Development, Training, Volunteer Management, Marketing, Team Building

Education
Duke University   2004 — 2004
Certificate in Non-Profit Management, Non-Profit Management

University of North Carolina at Wilmington   1985 — 1989
BS, Business Finance

Pender High School

Salem College
Governor's School of North Carolina, Physical Sciences

Eric Dawson, CFA Eric Dawson, CFA San Francisco, California Details
Eric Dawson, CFA's Smith Breeden Associates Experience August 2006 - June 2011
Job
Industry Research
Experience
StubHub  January 2015 - Present
Five Ten Capital   October 2011 - February 2014
Western Asset Management  August 2011 - October 2011
Smith Breeden Associates   August 2006 - June 2011

Skills
T-SQL, C#, Stata, VBA, MS Office Suite, XML, HTML, SQL Server Reporting..., ABS, Portfolio Management, Structured Products, Analytics

Education
University of Colorado at Boulder - Leeds School of Business   2003 — 2007
BS, Finance

Robin Hesselink, CMP Robin Hesselink, CMP Nashville, Tennessee Details
Robin Hesselink, CMP's Smith Breeden Associates Experience March 2006 - August 2006
Job Marketing Services Manager at Oxford University Press
Industry Publishing
Experience
Oxford University Press  February 2012 - Present
Oxford University Press  June 2010 - February 2012
Oxford University Press  June 2008 - July 2010
Oxford University Press  August 2006 - May 2008
Smith Breeden Associates   March 2006 - August 2006
Oxford University Press  January 2004 - March 2006

Skills
Event Marketing, People Management, Promotional Material..., Vendor Management, Trade Show Management, International Management, Electronic Marketing, Management of..., Copywriting, Email Marketing, Online Marketing, Online Publishing, Content Development, Social Media, Content Management

Education
UF Hough Graduate School of Business   2015 — 2017
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1999 — 2003
Bachelor of Arts, Journalism & Mass Communication (public relations sequence)

Justin Wright-Eakes Justin Wright-Eakes Greater New York City Area Details
Justin Wright-Eakes's Smith Breeden Associates Experience August 2007 - May 2008
Job Chief Executive Officer at Real Estate with Honors
Industry Investment Management
Experience
Real Estate with Honors   February 2014 - Present
Aurelius Capital Management  November 2012 - February 2014
Citigroup  February 2011 - November 2012
Citigroup  September 2009 - March 2011
Fidus Partners  August 2008 - September 2009
Smith Breeden Associates   August 2007 - May 2008
The Aurora Funds   May 2007 - December 2007

Skills
Distressed Debt, Special Situations..., Valuation, Restructuring, Financial Modeling, Financial Analysis, Corporate Finance, Bankruptcy, Alternative Investments, Event Driven, Legal Research, Business Valuation, Debt Restructuring, Credit Analysis, Value Investing, Hedge Funds, Private Equity, Credit

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2004 — 2008
BS, Business Administration

Michael Gill Michael Gill San Francisco, California Details
Michael Gill's Smith Breeden Associates Experience May 1999 - November 2000
Job Strategy | Execution | Business Development
Industry Venture Capital & Private Equity
Experience
Quri  2014 - Present
RPX   2011 - 2014
RPX   2011 - 2014
Samsung  2009 - 2011
BlackRock  May 2003 - August 2007
American Express, Workadia   2001 - 2003
Montgomery Asset Management  November 2000 - November 2001
Smith Breeden Associates   May 1999 - November 2000

Skills
Strategy, Business Strategy, Hedge Funds, Private Equity, Analytics, Financial Modeling, Business Development, Corporate Development, Competitive Analysis, Fixed Income, Entrepreneurship, Strategic Consulting, Quantitative Analytics, Mergers & Acquisitions

Education
The University of Chicago Booth School of Business (MBA), Duke University (AB)

Duke University
Bachelor’s Degree

The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)

University of California, Berkeley

Steve Bowne Steve Bowne Washington D.C. Metro Area Details
Steve Bowne's Smith Breeden Associates Experience January 2008 - July 2008
Job Senior Attorney at Federal Reserve Board
Industry Law Practice
Experience
Federal Reserve Board  April 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP  October 2011 - April 2015
Locke Lord LLP  May 2009 - July 2009
Smith Breeden Associates   January 2008 - July 2008
Maryland Office of the Attorney General  May 2007 - August 2007

Education
Georgetown University Law Center   2008 — 2011
Juris Doctor, Law, Summa Cum Laude

University of North Carolina at Chapel Hill   2004 — 2007
Bachelor of Science, Business Administration, Highest Distinction

Patrick Schleiger Patrick Schleiger United States Details
Patrick Schleiger's Smith Breeden Associates Experience 2006 - 2010
Job Sr. Manager Data Analytics and Insights at Fidelity Charitable
Industry Investment Management
Experience
Fidelity Charitable  April 2014 - Present
DUMAC, Inc.   December 2010 - April 2014
Smith Breeden Associates   2006 - 2010
Delaware Investments, a member of the Macquarie Group  August 2004 - April 2006

Skills
Financial Analysis, Financial Modeling, Business Analysis, Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Risk Management, Financial Reporting, Capital Markets, Finance, Mutual Funds, Data Analysis, Process Improvement, Derivatives, Accounting, Microsoft Excel, Private Equity, Business Strategy, Due Diligence, Financial Markets, Equities, Bloomberg Terminal, Investment Management, Quantitative Analytics

Education
University of North Carolina at Chapel Hill   2011 — 2013
Master of Business Administration (MBA), Marketing

Coastal Carolina University   2000 — 2004
BS, Finance, General

James Mallernee James Mallernee Greater Chicago Area Details
James Mallernee's Smith Breeden Associates Experience June 2011 - August 2011
Job Options Trader at Citadel LLC
Industry Financial Services
Experience
Citadel LLC  May 2015 - Present
DRW Trading Group  July 2013 - April 2015
Barclays Capital  June 2012 - August 2012
Smith Breeden Associates   June 2011 - August 2011
Duke High Energy Physics Research Group   June 2010 - August 2010

Education
Duke University   2009 — 2013
B.S, Mathematics

Durham Academy   2005 — 2009

Mary Beth Peffer Mary Beth Peffer Greater Denver Area Details
Mary Beth Peffer's Smith Breeden Associates Experience September 2005 - April 2007
Job Quantitative Analytics and Operations Expert
Industry Information Technology and Services
Experience
Staples  June 2015 - Present
Northern Trust Asset Management  December 2009 - October 2014
Northern Trust Asset Management  September 2007 - December 2009
Janus Capital Group  June 2007 - August 2007
Smith Breeden Associates   September 2005 - April 2007

Skills
Fixed Income, Strategic Planning, Data Analysis, Bloomberg, Marketing Strategy, Asset Allocation, Investments, Portfolio Management, Trading, Asset Management, VBA, Equities, Financial Analysis, Due Diligence, ABS, Business Analysis, Microsoft Excel, Public Speaking, Customer Service, Analysis

Education
University of Colorado Boulder - Leeds School of Business   2014 — 2015
Master's Degree, Business Analytics

Metropolitan State University   2011 — 2011
Management Information Systems

University of Colorado Boulder - Leeds School of Business   2003 — 2007
Bachelor's Degree, Quantitative Finance, Minor in Applied Math

Scott Smith, CFA Scott Smith, CFA Washington D.C. Metro Area Details
Scott Smith, CFA's Smith Breeden Associates Experience May 2005 - March 2009
Job Chief Data Architect at NISA Investment Advisors, L.L.C.
Industry Financial Services
Experience
NISA Investment Advisors, L.L.C.   December 2014 - Present
Sigma Squared Associates, LLC   October 2012 - Present
Smartronix  January 2011 - October 2012
Synteractive Corporation  March 2009 - January 2011
Smith Breeden Associates   May 2005 - March 2009
NetIQ  May 2000 - August 2004

Skills
Financial Modeling, Business Intelligence, Cloud Computing, Fixed Income, Analytics, Strategy, Analysis, Risk Management, Project Management, Software Development, Solution Architecture, Business Analysis, Microsoft SQL Server, CRM, Portfolio Management, SharePoint, Enterprise Software, Cross-functional Team..., Management, Business Strategy, Business Process

Education
Duke University - The Fuqua School of Business   2004 — 2006
MBA, finance

Duke University   1998 — 2002
Bachelor of Science in Engineering, electrical engineering, computer engineering, computer science, physics, and economics

Greg Seals, CFA Greg Seals, CFA Greater Denver Area Details
Greg Seals, CFA's Smith Breeden Associates Experience June 1994 - March 2008
Job Portfolio Specialst at Braddock Financial
Industry Financial Services
Experience
Braddock Financial  January 2013 - Present
University of Colorado at Boulder  November 2011 - December 2012
CFA Institute  April 2008 - November 2010
Smith Breeden Associates   June 1994 - March 2008

Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling

Education
California State University-Chico   1985 — 1991
BS, Finance

California State University-Chico
MBA

Angela McClanahan Angela McClanahan Greater Denver Area Details
Angela McClanahan's Smith Breeden Associates Experience September 2001 - June 2003
Job Operations Specialist at Broadcom Corporation
Industry Semiconductors
Experience
Broadcom Corporation  October 2005 - Present
Interweave  March 2004 - September 2005
Smith Breeden Associates   September 2001 - June 2003

Skills
Troubleshooting, Program Management, Management, Strategic Planning, Customer Service, Vendor Management, Leadership, Team Building

Education
Front Range Community College   1995 — 1997

Colorado State University   1997 — 1999

Kent Fleming Kent Fleming Greater Boston Area Details
Kent Fleming's Smith Breeden Associates Experience January 1996 - June 2010
Job Director, Business Development at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management  March 2012 - Present
Belltower Advisors, LLC   May 2010 - December 2011
Smith Breeden Associates   January 1996 - June 2010
Advisers Capital Management   July 1994 - December 1995

Skills
Fixed Income, Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Asset Management, Alternative Investments, Valuation

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
M.B.A., Finance

University of California, Santa Barbara   1986 — 1991
B.A., English

Brenda W. Walker Brenda W. Walker Greater New York City Area Details
Brenda W. Walker's Smith Breeden Associates Experience 2004 - June 2011
Job 522 Capital Partners, LLC
Industry Real Estate
Experience
522 Capital Partners, LLC   June 2011 - Present
Smith Breeden Associates   2004 - June 2011
JP Morgan Asset Management  1997 - 2004
NCM Capital Management   April 1995 - 1997
MetLife  1992 - 1995

Skills
Portfolio Management, Investments, Business Development, Investment Management, Private Equity, MBS, Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Financial Analysis, Derivatives, Valuation, Bloomberg, Financial Modeling, Asset Management, Due Diligence, Management, Capital Markets, Equities, Mutual Funds, Banking

Education
Wharton School, University of Pennsylvania
MBA, Finance

Massachusetts Institute of Technology
SM, Applied Mathematics

Clark Atlanta University
BS, Mathematics & Physics

Marie Shostedt Marie Shostedt Greater Philadelphia Area Details
Marie Shostedt's Smith Breeden Associates Experience November 2006 - November 2009
Job Mortgage Risk Manager at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation  February 2013 - Present
GMAC  2009 - February 2013
Smith Breeden Associates   November 2006 - November 2009
GMAC ResCap  2005 - November 2006
Radian  2004 - 2005
US Army  November 1993 - November 1997

Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Modeling, Credit, SAS, Loss Forecasting, Analytics, Financial Risk, Forecasting, Quantitative Analytics

Education
Rutgers, The State University of New Jersey - Rutgers Business School   1997 — 2000
Bachelor's degree, Finance, General

Rutgers, The State University of New Jersey-Camden   1997 — 2000
Bachelor's degree, Finance

Lu Yang, CFA, CPA Lu Yang, CFA, CPA Raleigh-Durham, North Carolina Area Details
Lu Yang, CFA, CPA's Smith Breeden Associates Experience 2008 - 2008
Job Assistant Controller at Silverback Asset Management
Industry Financial Services
Experience
Silverback Asset Management  March 2011 - Present
Sterling Montossori   2012 - 2013
Sterling Montossori   2012 - 2013
Duke University Management Company, LLC   2008 - 2010
Smith Breeden Associates   2008 - 2008
Argent Funds Group  2004 - 2007
KPMG Consulting  2000 - 2002

Skills
Financial Analysis, Investments, Financial Modeling, Finance, Asset Management, Valuation, Fixed Income, Corporate Finance

Education
Sichuan International Studies University
BA

Sichuan University
BA

University of Southern California - Marshall School of Business
MBA Exchange Program

Waseda University 早稲田大学
MBA

Larry Golaszewski Larry Golaszewski Dallas/Fort Worth Area Details
Larry Golaszewski's Smith Breeden Associates Experience 1987 - 1996
Job Consultant at LEG Consulting
Industry Financial Services
Experience
LEG Consulting   2003 - Present
BearingPoint  1999 - 2003
LEG Consulting   1996 - 1999
Smith Breeden Associates   1987 - 1996

Skills
Risk Management, Management Consulting, Portfolio Management, Valuation, Internal Controls, Process Improvement, Derivatives, Business Analysis, Financial Services, Finance, Mergers & Acquisitions, Financial Analysis, Management, Banking, Credit Risk

Education
The University of Chicago Booth School of Business   1985 — 1987
MBA, Finance

State University of New York at Buffalo - School of Management   1977 — 1982
BS, Finance, Accounting

Michael Steinberg, CFA Michael Steinberg, CFA Boulder, Colorado Details
Michael Steinberg, CFA's Smith Breeden Associates Experience May 1994 - January 2000
Job Director at Deer Park Road Corporation
Industry Financial Services
Experience
Implied Capital LP   January 2011 - April 2015
Woodbourne Capital Management International LP   September 2003 - December 2010
Monticello Associates  March 2000 - September 2003
Smith Breeden Associates   May 1994 - January 2000
Ernst & Young  1990 - 1992
PwC  1987 - 1990

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1992 — 1994
MBA, Finance

University of Colorado Boulder   1983 — 1987
BA, Mathematics, Economics

Nick Layzer Nick Layzer Boston, Massachusetts Details
Nick Layzer's Smith Breeden Associates Experience November 1998 - March 2007
Job Senior Consultant at FLO Partners Inc.
Industry Information Technology and Services
Experience
FLO Partners Inc.   April 2013 - Present
Independent Consultant  December 2009 - April 2013
Motorstats.com   April 2007 - November 2009
Smith Breeden Associates   November 1998 - March 2007
Charles River Laboratories  1997 - 1998

Education
University of Massachusetts, Amherst   1989 — 1997
Program in Molecular and Cellular Biology

University of Massachusetts, Amherst   1983 — 1987
Bachelor of Science (B.S.), Biochemistry and Molecular Biology

University of Wisconsin-Madison   1980 — 1981
Electrical and Computer Engineering

Tracy Craig Tracy Craig Raleigh-Durham, North Carolina Area Details
Tracy Craig's Smith Breeden Associates Experience April 2001 - March 2012
Job Payroll & Benefits Manager at Smith Breeden Associates
Industry Financial Services
Experience
Smith Breeden Associates   April 2001 - March 2012

Skills
Process Improvement, Financial Modeling, Visio, Access, Vendor Management, Microsoft Excel, Risk Management, Analysis, SharePoint, Data Analysis, Finance, Accounting, Asset Management, Bloomberg

Education
University of Massachusetts Boston

Rebecca Cotter Rebecca Cotter Greater Denver Area Details
Rebecca Cotter's Smith Breeden Associates Experience Advertising Sales CoordinatorFOX Sports Net Rocky MountainFebruary 1993 - May 2003
Job Office Manager at Smith Breeden Associates
Industry Financial Services
Experience
Smith Breeden Associates   Advertising Sales CoordinatorFOX Sports Net Rocky MountainFebruary 1993 - May 2003

Education
University of Houston   1991 — 1995
B.S., Kinesiology

Utah State University   1988 — 1991
Recreation Resource Management

Kate Pettersen Kate Pettersen Tampa, Florida Details
Kate Pettersen's Smith Breeden Associates Experience April 2008 - January 2009
Job Controller at Clinique of Plastic Surgery
Industry Medical Practice
Experience
Clinique of Plastic Surgery   January 2015 - Present
Third Lake Capital, LLC   August 2013 - August 2014
Vinik Asset Management, LLP  January 2013 - July 2013
Centaur Performance Group   April 2009 - September 2012
Smith Breeden Associates   April 2008 - January 2009
Argent Funds Group  June 2005 - April 2008
State Street  2002 - 2005
State Street  2000 - 2002

Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Derivatives, Financial Analysis, Fund Accounting, Investments, Equities, Mutual Funds, Equity Research, Financial Reporting, Fund Of Funds, Bloomberg Terminal, Securities, Corporate Finance, Capital Markets, Options, Hedging, Valuation, Bonds

Education
Bentley University   1996 — 2000
BS, Finance

College of International Studies   1998 — 1998
Bentley Business Abroad

Kimball Union Academy   1992 — 1996

David Tiberii David Tiberii Baltimore, Maryland Area Details
David Tiberii's Smith Breeden Associates Experience May 1996 - August 2000
Job VP at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  July 2003 - Present
GE Asset Management  May 2002 - June 2003
Goldman Sachs  August 2000 - May 2002
Smith Breeden Associates   May 1996 - August 2000
Sonalysts  May 1992 - July 1995
United States Navy  1987 - 1992

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

College of the Holy Cross   1983 — 1987
BA

Bonnie Long, CMP Bonnie Long, CMP Raleigh, North Carolina Details
Bonnie Long, CMP's Smith Breeden Associates Experience 1994 - 2000
Job Executive Assistant at Quintiles
Industry Pharmaceuticals
Experience
Quintiles  January 2015 - Present
LipoScience  April 2014 - January 2015
Salix Pharmaceuticals  March 2009 - December 2013
Salix Pharmaceuticals  January 2005 - March 2009
Salix Pharmaceuticals  January 2003 - January 2005
Salix Pharmaceuticals  July 2001 - January 2003
SciQuest  2000 - 2001
Smith Breeden Associates   1994 - 2000

Skills
Meeting Planning, Event Planning, Event Management, Live Events, Corporate Events, Customer Service, Sales, Customer, Food & Beverage, Catering, Contract Negotiation, Award Programs, Parties, Incentive Programs, Trade Shows, Marketing, Coordinating Events, Training, Product Launch, Leadership, Budgets, Pharmaceutical Industry, Management

Education
Appalachian State University
BA, Interdisciplinary Studies (photography)

Dmitri Filenko Dmitri Filenko Raleigh-Durham, North Carolina Area Details
Dmitri Filenko's Smith Breeden Associates Experience February 2008 - August 2008
Job Technical Consultant at NetApp
Industry Computer Software
Experience
NetApp  April 2013 - Present
Cisco Systems  October 2011 - April 2013
NetApp  September 2008 - October 2011
Smith Breeden Associates   February 2008 - August 2008
Builders Mutual Insurance Company  April 2007 - February 2008
Dixie Printing & Packaging Corp   February 2006 - April 2007
Dixie Printing & Packaging Corp   November 2004 - February 2006
FilCo, Tallinn   August 2003 - October 2004

Skills
VMware, SAN, Disaster Recovery, TCP/IP, Switches, Hyper-V, Network Administration, Hardware, VMware ESX, Storage Area Networks, NAS, NetApp, Servers, Microsoft SQL Server, Troubleshooting, Storage, Windows Server, Cisco Routers, Virtualization, Cisco Technologies, Active Directory, DNS, Microsoft Exchange, DHCP, Cluster

Education
North Carolina State University   2011 — 2013
MCS, Computer Science

University of Baltimore   2006 — 2010
MBA, IT

Kent Fisher, CFA Kent Fisher, CFA Raleigh-Durham, North Carolina Area Details
Kent Fisher, CFA's Smith Breeden Associates Experience May 2010 - April 2012
Job Executive Director at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management  May 2012 - Present
Smith Breeden Associates   May 2010 - April 2012
PRI Investments   August 2009 - May 2010
Smith Breeden Associates   2002 - 2009
Payden & Rygel Investment Counsel   1999 - 2002

Skills
Fixed Income, Wealth Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Bloomberg, Investment Management, Mutual Funds, Investments

Education
CFA Institute   1900 — 1901
CFA

McGill University   1900 — 1901
MBA

Western University   1900 — 1901
BA, Economics

Dan Schuessler Dan Schuessler San Francisco Bay Area Details
Dan Schuessler's Smith Breeden Associates Experience 1991 - 1996
Job Partner at Bayswater Asset Management
Industry Investment Management
Experience
Terton Sogyal Foundation   2012 - Present
Bayswater Asset Management   2004 - 2012
Mellon Capital Management  1996 - 2004
Smith Breeden Associates   1991 - 1996

Skills
Alternative Investments, Asset Management, Investment Management, Derivatives, Asset Allocation, Hedge Funds, Fixed Income, Financial Modeling, Global Macro, Investments, Investment Strategies, Equities, Portfolio Management, Bloomberg, Capital Markets, Management, Quantitative Finance, Structured Products, Trading

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA

Brown University   1983 — 1987
A.B., Mathematics

Virginia (Ginia) Lindberg Virginia (Ginia) Lindberg Washington D.C. Metro Area Details
Virginia (Ginia) Lindberg's Smith Breeden Associates Experience June 2004 - January 2009
Job Assistant Manager
Industry Management Consulting
Experience
Community Management Corporation / Associa  August 2013 - Present
Andromeda Training, Inc.   May 2009 - September 2012
Smith Breeden Associates   June 2004 - January 2009
American Fibers and Yarns Company   April 2002 - June 2004

Skills
Office Management, Process Improvement, Vendor Management, Customer Experience, Customer Oriented, Customer Support, Logistics, Office Administration, CRM, Customer Service, Sales, Enterprise Software, Human Resources, Employee Benefits, Business Analysis, Leadership, Management Consulting

Education
Durham Technical Community College   2012 — 2014
Environmental Health and Safety/Industrial Management, 4.0 GPA

Palm Beach State College   1989 — 1991
Business Administration

Kingsborough Community College   1986 — 1987

Beach Channel High School   1985 — 1987
Honors Regents Scholar

Saint Cuans College   1983 — 1985
Honors Student

Ard Scoil Mhuire   1982 — 1983
1st Year

Capers Johnson Capers Johnson Raleigh-Durham, North Carolina Area Details
Capers Johnson's Smith Breeden Associates Experience September 2005 - March 2009
Job SharePoint Administrator at KimleyHorn and Associates, Inc.
Industry Financial Services
Experience
Kimley-Horn and Associates, Inc.   March 2009 - Present
Smith Breeden Associates   September 2005 - March 2009

Education
North Carolina State University   1998 — 2003
Bachelor of Science (BS), Computer Engineering

North Carolina State University   1998 — 2003
Bachelor of Science (BS), Electrical Enginering

St. John Kelliher St. John Kelliher Raleigh-Durham, North Carolina Area Details
St. John Kelliher's Smith Breeden Associates Experience May 1994 - September 2013
Job Senior Compliance and Risk Officer at Amundi Smith Breeden LLC
Industry Financial Services
Experience
Amundi Smith Breeden LLC   September 2013 - Present
Smith Breeden Associates   May 1994 - September 2013
Acurex Environmental Corporation   1992 - 1994
Bank of Montreal  November 1990 - June 1992

Education
University of Illinois at Chicago   1985 — 1989
MA, Philosophy

Trinity College Dublin   1981 — 1985
BA, Philosophy

Tim Rowe Tim Rowe Raleigh-Durham, North Carolina Area Details
Tim Rowe's Smith Breeden Associates Experience July 1988 - Present
Job Managing Director, Senior Portfolio Manager at Amundi Smith Breeden
Industry Investment Management
Experience
Amundi Smith Breeden  October 2013 - Present
Smith Breeden Associates   July 1988 - Present
Federal Reserve Bank of Richmond  July 1983 - July 1986

Skills
Fixed Income

Education
The University of Chicago   1986 — 1988
MBA, Finance

Duke University   1979 — 1983
BA, Economics, History

John Newmyer John Newmyer Raleigh-Durham, North Carolina Area Details
John Newmyer's Smith Breeden Associates Experience November 2007 - September 2013
Job Vice President, Accounting Professional at Amundi Smith Breeden
Industry Accounting
Experience
Amundi Smith Breeden LLC   October 2013 - Present
Smith Breeden Associates   November 2007 - September 2013

Skills
Financial Analysis

Education
Penn State University   1999 — 2003
BS, Accounting

Regina McCrorie Regina McCrorie Raleigh-Durham, North Carolina Area Details
Regina McCrorie's Smith Breeden Associates Experience March 1999 - November 2008
Job Senior Associate, Compliance and Fund Administration at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  January 2014 - Present
Celtic Fields, Inc.   November 2008 - December 2013
Smith Breeden Associates   March 1999 - November 2008
Smith Breeden Associates   June 1993 - March 1998
Smith Breeden Associates   July 1992 - June 1993
Chase Manhattan Bank  July 1990 - July 1992

Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Investments, Derivatives, Financial Modeling, Alternative Investments, Financial Analysis, Mutual Funds, Investment Management, Capital Markets, Corporate Finance, Trading

Education
Fordham University
BS, Busines: Finance/Economics

Cathy Brickhouse Cathy Brickhouse Chapel Hill, North Carolina Details
Cathy Brickhouse's Smith Breeden Associates Experience 1997 - 2008
Job Spa Support at Massage Envy Southpoint Spa
Industry Executive Office
Experience
Massage Envy Southpoint Spa   December 2010 - Present
Smith Breeden Associates   1997 - 2008
Smith Breeden Associates   1997 - 2008

Skills
Microsoft Excel, Microsoft Office

Education
Alamance Community College   2012 — 2012
Certified Nursing Assistant I

Jill Blecha Jill Blecha Raleigh-Durham, North Carolina Area Details
Jill Blecha's Smith Breeden Associates Experience June 2006 - September 2012
Job Compliance Analyst at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden  September 2012 - Present
Smith Breeden Associates   June 2006 - September 2012

Skills
Bloomberg, SQL, Microsoft SQL Server, Microsoft Excel, VBA, T-SQL, Corporate Finance

Education
The Art Institute of Raleigh-Durham   2009 — 2012
Bachelor of Arts (BA), Fashion Marketing and Management

University of Colorado Boulder   2002 — 2006
BS, Applied Mathematics, Quantitative Finance

Robert Aufdenspring Robert Aufdenspring Raleigh-Durham, North Carolina Area Details
Robert Aufdenspring's Smith Breeden Associates Experience TraderAtlantic Portfolio Analytics and ManagementDecember 1996 - May 1998
Job Portfolio Manager at Smith Breeden Associates
Industry Investment Management
Experience
Smith Breeden Associates   TraderAtlantic Portfolio Analytics and ManagementDecember 1996 - May 1998
Prudential Insurance  July 1995 - December 1996

Education
Carnegie Mellon University - Tepper School of Business   1998 — 1999
Master of Science (MSc), Computational Finance

Georgia Tech   1991 — 1995
Bachelor of Science (BS), Applied Physics

Marianne O'Doherty Marianne O'Doherty Greater St. Louis Area Details
Marianne O'Doherty's Smith Breeden Associates Experience June 2005 - December 2010
Job Chief Compliance Officer at St Louis Area Fixed Income Investment Adviser
Industry Investment Management
Experience
St Louis Area Fixed Income Investment Adviser   January 2011 - Present
Smith Breeden Associates   June 2005 - December 2010
The Hartford  December 1996 - June 2005

Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Asset Managment

Education
Georgetown University Law Center   1985 — 1987
JD

Marymount   1966 — 1972

Santa Clara University
B.S, Political Science

Bill Quinn Bill Quinn San Francisco Bay Area Details
Bill Quinn's Smith Breeden Associates Experience June 1986 - October 2000
Job Senior Vice President Treasurer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2010 - Present
Fannie Mae  May 2009 - June 2010
Smith Breeden Associates   June 1986 - October 2000

Skills
ALM, Interest Rate Risk..., Capital Markets, Hedging, Fixed Income, Derivatives, Asset Management, Portfolio Management, Risk Management, Investments, Asset Managment, Financial Risk, Structured Products, Financial Modeling, Financial Markets, Treasury Management, Credit Risk, Valuation, Structured Finance, Investment Management

Education
Massachusetts Institute of Technology - Sloan School of Management   1985 — 1986
Master of Science, Management

Massachusetts Institute of Technology   1981 — 1985
Bachelor of Science, Management

Adam Kolakowski Adam Kolakowski Morris Plains, New Jersey Details
Adam Kolakowski's Smith Breeden Associates Experience June 2006 - December 2008
Job Portfolio Analyst
Industry Financial Services
Experience
Colonial Consulting   August 2014 - Present
DUMAC   April 2013 - May 2014
DUMAC   November 2010 - August 2012
Smith Breeden Associates   June 2006 - December 2008
Morgan Stanley  October 2004 - May 2006

Skills
Mutual Funds, Alternative Investments, Internal Audit, Data Analysis, Corporate Finance, Investments, Trading, Bloomberg, Databases, Analytics, Hedge Funds, Finance, Risk Management, Pricing, Portfolio Management, Asset Management, Management, Microsoft Excel, Fund Accounting, Securities, Fixed Income, Investment Management

Education
Elon University - Martha and Spencer Love School of Business   2009 — 2011
MBA

Saint Peter's College   2000 — 2004
BS, Mathematics and Accounting

Kristie Hannemann, CFA Kristie Hannemann, CFA Greater Denver Area Details
Kristie Hannemann, CFA's Smith Breeden Associates Experience September 2003 - Present
Job Senior Vice President at Smith Breeden Associates
Industry Investment Management
Experience
Smith Breeden Associates   September 2003 - Present

Education
University of Colorado Boulder   1999 — 2003
BS, Applied Mathematics

Shaun Johnston Shaun Johnston Raleigh-Durham, North Carolina Area Details
Shaun Johnston's Smith Breeden Associates Experience April 2011 - December 2012
Job Production Management Senior Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife  April 2015 - Present
Verizon Terremark  December 2012 - Present
Smith Breeden Associates   April 2011 - December 2012
Smith Breeden Associates   November 2009 - December 2012
Call One, Incorporated  February 2008 - November 2009

Skills
SharePoint Designer, SharePoint, InfoPath Forms, Windows 7, Windows Server, Technical Support, MCSA, Network + Certified, A+ Certified, Microsoft Technologies, Desktop Support..., Windows, Active Directory, System Administration, Disaster Recovery, Management, Servers, Security, VMware, DNS

Education
University of Central Florida   1999 — 2003
B.S., Information Technology

Renee McRary Renee McRary Columbus, Ohio Area Details
Renee McRary's Smith Breeden Associates Experience 1985 - 1989
Job Vice President / Business Systems Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  1990 - Present
Smith Breeden Associates   1985 - 1989

Education
University of North Carolina at Chapel Hill   1978 — 1981
BA, Education

Courtney Butler Courtney Butler Raleigh-Durham, North Carolina Area Details
Courtney Butler's Smith Breeden Associates Experience May 2005 - January 2010
Job Corporate Paralegal
Industry Law Practice
Experience
Howard Stallings From & Hutson   2015 - Present
Hutchison PLLC  August 2011 - March 2015
Credit Suisse  May 2010 - June 2011
Smith Breeden Associates   May 2005 - January 2010
Progressive Computer Systems, Inc.   July 1997 - March 2005

Skills
Due Diligence, Corporate Records, Research, Paralegals, Legal Research, Legal Writing, Financial Modeling, Financial Analysis

Education
University of North Carolina at Chapel Hill   1994 — 1997
BA, Political Science

Aimee Harmelink Aimee Harmelink Raleigh-Durham, North Carolina Area Details
Aimee Harmelink's Smith Breeden Associates Experience February 2004 - December 2008
Job Managing Director Legal and Compliance, General Counsel & Chief Compliance Officer
Industry Investment Management
Experience
Amundi Smith Breeden LLC   January 2011 - Present
College Foundation, Inc.   January 2009 - January 2011
Smith Breeden Associates   February 2004 - December 2008

Education
University of North Carolina School of Law   1997 — 2000
JD, Law

University of South Carolina-Columbia   1991 — 1995
BA, Sociology

Bud Gill, CFA Bud Gill, CFA Dallas/Fort Worth Area Details
Bud Gill, CFA's Smith Breeden Associates Experience 1998 - 2000
Job Assistant Treasurer at Federal Home Loan Bank of Dallas
Industry Banking
Experience
Federal Home Loan Bank of Dallas  April 2001 - Present
CNBS, LLC  2000 - 2001
Smith Breeden Associates   1998 - 2000

Education
Southern Methodist University - Cox School of Business   2002 — 2004
MBA, Finance

The University of Kansas   1993 — 1998
BS, Business

William Schwartz William Schwartz Chapel Hill, North Carolina Details
William Schwartz's Smith Breeden Associates Experience March 2005 - May 2012
Job General Counsel, CCO, and COO at QMS Capital Management LP
Industry Financial Services
Experience
QMS Capital Management LP  June 2012 - Present
Smith Breeden Associates   March 2005 - May 2012
Bank of America Corporation  November 2001 - March 2005
Dechert LLP  February 1999 - October 2001
Seward & Kissel LLP  September 1995 - February 1999

Education
University of North Carolina at Chapel Hill   1992 — 1995
JD

Williams College   1986 — 1990
BA, History

Geoffrey M. Hardin Geoffrey M. Hardin Baltimore, Maryland Details
Geoffrey M. Hardin's Smith Breeden Associates Experience May 2002 - September 2005
Job Vice President Fixed Income Trader (Rates) at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  May 2007 - Present
Morgan Stanley - Alternative Investment Partners  September 2005 - May 2007
Smith Breeden Associates   May 2002 - September 2005
Wachovia Corporation, Inc.   September 1998 - August 2000
Lehman Brothers Holdings Inc.  May 1994 - September 1998

Education
Duke University - The Fuqua School of Business   2000 — 2002
Master of Business Administration (MBA), Finance, General, 3.8

Vanderbilt University   1990 — 1994
Bachelor of Arts (B.A.), Economics, 3.2