St. James’s Place Wealth Management
Description
St. James's Place plc is a UK-based wealth management business based in Cirencester, England. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. Headquarters: Cirencester, United Kingdom CEO: Andrew Croft (Jan 2018–) Revenue: 9.083 billion GBP (2017) Subsidiaries: St. James's Place Wealth Management Group Plc,
St. James’s Place Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at St. James’s Place Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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St. James’s Place Wealth Management Employees
Employee
Years
Job
Industry
Stephen Poe Stephen Poe's St. James’s Place Wealth Management Experience June 2014 - August 2014
Job Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
University of Iowa Hospitals and Clinics January 2014 - May 2015
The Krause Fund August 2014 - December 2014
St. James’s Place Wealth Management June 2014 - August 2014
Crystal Distribution Services, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, English, Analysis, Data Analysis
Education
University of Iowa 2012 — 2015
Finance, Economics
University of Minnesota-Twin Cities 2011 — 2012
Wells Fargo July 2015 - Present
University of Iowa Hospitals and Clinics January 2014 - May 2015
The Krause Fund August 2014 - December 2014
St. James’s Place Wealth Management June 2014 - August 2014
Crystal Distribution Services, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, English, Analysis, Data Analysis
Education
University of Iowa 2012 — 2015
Finance, Economics
University of Minnesota-Twin Cities 2011 — 2012
Jamie Schiessle Jamie Schiessle's St. James’s Place Wealth Management Experience May 2013 - July 2013
Job PwC Assurance Associate
Industry Accounting
Experience
Barnes & Noble October 2013 - Present
PwC June 2014 - August 2014
Cyber Cafe August 2012 - October 2013
St. James’s Place Wealth Management May 2013 - July 2013
Lowell Bluebirds Softball May 2008 - June 2012
Noerr Programs at the College Mall November 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Access, Wealth Management, Time Management, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Business; Accounting, 3.80/4.00
Lowell High School 2007 — 2011
Academic Honors Diploma
Barnes & Noble October 2013 - Present
PwC June 2014 - August 2014
Cyber Cafe August 2012 - October 2013
St. James’s Place Wealth Management May 2013 - July 2013
Lowell Bluebirds Softball May 2008 - June 2012
Noerr Programs at the College Mall November 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Access, Wealth Management, Time Management, Leadership
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Business; Accounting, 3.80/4.00
Lowell High School 2007 — 2011
Academic Honors Diploma
Evan McMahon's St. James’s Place Wealth Management Experience May 2013 - August 2013
Job PartTime Associate at Traverse Pointe Partners
Industry Investment Banking
Experience
Traverse Pointe Partners August 2014 - Present
William Blair & Company May 2015 - July 2015
Grant Thornton China (致同） April 2015 - May 2015
Mesirow Financial June 2014 - August 2014
St. James’s Place Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Data Analysis, Event Planning, PowerPoint, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
3/2 Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science, Business; Accounting
Hinsdale Central High School 2007 — 2011
Traverse Pointe Partners August 2014 - Present
William Blair & Company May 2015 - July 2015
Grant Thornton China (致同） April 2015 - May 2015
Mesirow Financial June 2014 - August 2014
St. James’s Place Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Data Analysis, Event Planning, PowerPoint, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
3/2 Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science, Business; Accounting
Hinsdale Central High School 2007 — 2011
Michaela Arany-Bibby Michaela Arany-Bibby's St. James’s Place Wealth Management Experience 1994 - August 1999
Job
Industry Computer Networking
Experience
Westcon Group, Inc April 2008 - Present
Westcon Group, Inc June 2007 - March 2008
Westcon Group, Inc January 2006 - June 2007
Comstor September 1999 - December 2005
St. James’s Place Wealth Management 1994 - August 1999
Stroud & Swindon Building Society 1993 - 1994
Stroud & Swindon Building Society September 1989 - 1993
Skills
Highly Reliable, Logical Thinker, Dependable Team Player, CRM, Go-to-market Strategy, Channel, Unified Communications, Corporate Communications, Wireless, Business Development, Enterprise Software, Marketing Operations, Integrated Marketing, Sales Process, Business Strategy, Leadership, Market Research, Demand Generation, Multi-channel Marketing, Partner Management, Sales Enablement, Solution Selling, Marketing, Product Marketing, Business Alliances, Cloud Computing, Channel Partners
Education
University of Gloucestershire 1997 — 2000
Chartered Institute of Marketing, Post-grad diploma
Westcon Group, Inc April 2008 - Present
Westcon Group, Inc June 2007 - March 2008
Westcon Group, Inc January 2006 - June 2007
Comstor September 1999 - December 2005
St. James’s Place Wealth Management 1994 - August 1999
Stroud & Swindon Building Society 1993 - 1994
Stroud & Swindon Building Society September 1989 - 1993
Skills
Highly Reliable, Logical Thinker, Dependable Team Player, CRM, Go-to-market Strategy, Channel, Unified Communications, Corporate Communications, Wireless, Business Development, Enterprise Software, Marketing Operations, Integrated Marketing, Sales Process, Business Strategy, Leadership, Market Research, Demand Generation, Multi-channel Marketing, Partner Management, Sales Enablement, Solution Selling, Marketing, Product Marketing, Business Alliances, Cloud Computing, Channel Partners
Education
University of Gloucestershire 1997 — 2000
Chartered Institute of Marketing, Post-grad diploma
Andrew Sudran Andrew Sudran's St. James’s Place Wealth Management Experience January 2013 - April 2013
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
JPMorgan Chase June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
Rutgers University Center for Math, Science, & Computer Education May 2011 - August 2011
Party Fair June 2008 - August 2008
Skills
Social Media, Training, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Access, Finance, Analysis
Education
Indiana University Bloomington 2010 — 2014
City University (GB) 2013 — 2013
Study Abroad, Finance
Indiana University
2014
Kelley School of Business
Finance; BusinessMicro & Macro EconomicsBusiness Law
PwC December 2013 - Present
JPMorgan Chase June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Merrill Lynch Global Wealth Management May 2012 - August 2012
Rutgers University Center for Math, Science, & Computer Education May 2011 - August 2011
Party Fair June 2008 - August 2008
Skills
Social Media, Training, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Access, Finance, Analysis
Education
Indiana University Bloomington 2010 — 2014
City University (GB) 2013 — 2013
Study Abroad, Finance
Indiana University
2014
Kelley School of Business
Finance; BusinessMicro & Macro EconomicsBusiness Law
Isa Eugenio's St. James’s Place Wealth Management Experience June 2013 - August 2013
Job Strategy Analyst at Accenture
Industry Financial Services
Experience
Accenture February 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
St. James’s Place Wealth Management June 2013 - August 2013
Theatre Delta August 2012 - December 2012
YMCA Camp High Harbor June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership Development, Stata, Workflow Management, Project Delivery, Cross-functional Team..., Financial Audits, Market Research, Intranet Portals, Time Series Analysis, International Business, Communication Skills, Client Relations Skills, Microsoft Exchange, Forecasting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration, Junior
Myers Park High School 2008 — 2011
Accenture February 2015 - Present
Bank of America Merrill Lynch June 2014 - Present
St. James’s Place Wealth Management June 2013 - August 2013
Theatre Delta August 2012 - December 2012
YMCA Camp High Harbor June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership Development, Stata, Workflow Management, Project Delivery, Cross-functional Team..., Financial Audits, Market Research, Intranet Portals, Time Series Analysis, International Business, Communication Skills, Client Relations Skills, Microsoft Exchange, Forecasting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science (BS), Business Administration, Junior
Myers Park High School 2008 — 2011
Jack Purdy's St. James’s Place Wealth Management Experience September 2013 - December 2013
Job Analyst, Operations at NISA Investment Advisors, L.L.C.
Industry Financial Services
Experience
NISA Investment Advisors, L.L.C. June 2015 - Present
Providence St. Mel School August 2014 - August 2014
Premier Asset Management LLC June 2014 - July 2014
St. James’s Place Wealth Management September 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Teamwork, Financial Analysis
Education
Indiana University Bloomington 2011 — 2014
Bachelor’s Degree, Finance
NISA Investment Advisors, L.L.C. June 2015 - Present
Providence St. Mel School August 2014 - August 2014
Premier Asset Management LLC June 2014 - July 2014
St. James’s Place Wealth Management September 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Teamwork, Financial Analysis
Education
Indiana University Bloomington 2011 — 2014
Bachelor’s Degree, Finance
Cassie Rolnick's St. James’s Place Wealth Management Experience January 2014 - April 2014
Job Incoming Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Morgan Stanley June 2014 - August 2014
St. James’s Place Wealth Management January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
American Eagle Outfitters July 2009 - July 2013
Lenox Advisors May 2012 - August 2012
Skills
Conversational in..., Babysitting, Fantasy Football, CRM, Sales, Cashiering, Finance, Cash Register, Retail Sales, Cash Handling Experience, Swimming, Non-profit Volunteer, Store Management, Visual Merchandising, Friendly Personality, Store Operations, Volunteering, Loss Prevention, Microsoft Office, Microsoft Excel, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance and International Business
Richard Pan Richard Pan's St. James’s Place Wealth Management Experience April 2013 - May 2013
Job Accounting Analyst at JPMorgan & Co.
Industry Accounting
Experience
JPMorgan Chase & Co. July 2015 - Present
Teach For America August 2013 - May 2015
Teach For America May 2014 - August 2014
Teach For America June 2013 - August 2013
St. James’s Place Wealth Management April 2013 - May 2013
Deloitte June 2012 - August 2012
Skills
Community Outreach, Public Speaking, SPSS, Program Evaluation, Research, Nonprofits, Social Media Marketing, Microsoft Excel, Management, Teamwork, Data Analysis
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.S.), Accounting
Syracuse University - Maxwell School 2012 — 2013
City University of Hong Kong
Harvard Extension School 2008 — 2010
Psychology
Belmont High School 2006 — 2010
JPMorgan Chase & Co. July 2015 - Present
Teach For America August 2013 - May 2015
Teach For America May 2014 - August 2014
Teach For America June 2013 - August 2013
St. James’s Place Wealth Management April 2013 - May 2013
Deloitte June 2012 - August 2012
Skills
Community Outreach, Public Speaking, SPSS, Program Evaluation, Research, Nonprofits, Social Media Marketing, Microsoft Excel, Management, Teamwork, Data Analysis
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.S.), Accounting
Syracuse University - Maxwell School 2012 — 2013
City University of Hong Kong
Harvard Extension School 2008 — 2010
Psychology
Belmont High School 2006 — 2010
Maria Walsh's St. James’s Place Wealth Management Experience June 2014 - August 2014
Job Fund Accountant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Tippie College of Business October 2014 - May 2015
St. James’s Place Wealth Management June 2014 - August 2014
Kappa Alpha Theta December 2012 - December 2013
Kappa Alpha Theta December 2011 - December 2012
Living History Farms May 2012 - August 2012
Hillside Elementary School September 2009 - May 2011
Wakonda Country Club June 2009 - August 2010
Skills
Finance, OS X, Event Management, Accounting, English, Economics, Photoshop, Training, Microsoft Excel, International Business, Microsoft Office, PowerPoint, Time Management, Leadership, Social Media
Education
University of Iowa 2011 — 2015
Bachelor’s Degree, Finance Major, International Business Certificate
University College Cork 2014 — 2014
Université de Pau et des Pays de l'Adour 2013 — 2013
French Language
Valley High School 2007 — 2011
High School
Northern Trust Corporation June 2015 - Present
Tippie College of Business October 2014 - May 2015
St. James’s Place Wealth Management June 2014 - August 2014
Kappa Alpha Theta December 2012 - December 2013
Kappa Alpha Theta December 2011 - December 2012
Living History Farms May 2012 - August 2012
Hillside Elementary School September 2009 - May 2011
Wakonda Country Club June 2009 - August 2010
Skills
Finance, OS X, Event Management, Accounting, English, Economics, Photoshop, Training, Microsoft Excel, International Business, Microsoft Office, PowerPoint, Time Management, Leadership, Social Media
Education
University of Iowa 2011 — 2015
Bachelor’s Degree, Finance Major, International Business Certificate
University College Cork 2014 — 2014
Université de Pau et des Pays de l'Adour 2013 — 2013
French Language
Valley High School 2007 — 2011
High School
Sara Victor Sara Victor's St. James’s Place Wealth Management Experience January 2013 - April 2013
Job Quality Engineer at Greatbatch
Industry Medical Devices
Experience
Greatbatch May 2015 - Present
National Organization for Business and Engineering February 2015 - Present
National Organization for Business and Engineering February 2014 - February 2015
LORD Corporation September 2014 - December 2014
Greatbatch, Inc. May 2014 - August 2014
NOBE, Penn State Behrend Chapter October 2013 - May 2014
Greatbatch, Inc. May 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Moog Inc. May 2012 - August 2012
Skills
Project Management, Time Management, Team Leadership, Technical Writing, Public Speaking, Microsoft Office, Minitab, PowerPoint, Microsoft Excel, Leadership
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor of Science (B.S.), Interdisciplinary Business with Engineering Studies
Institute for the International Education of Students
IES Abroad
Greatbatch May 2015 - Present
National Organization for Business and Engineering February 2015 - Present
National Organization for Business and Engineering February 2014 - February 2015
LORD Corporation September 2014 - December 2014
Greatbatch, Inc. May 2014 - August 2014
NOBE, Penn State Behrend Chapter October 2013 - May 2014
Greatbatch, Inc. May 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Moog Inc. May 2012 - August 2012
Skills
Project Management, Time Management, Team Leadership, Technical Writing, Public Speaking, Microsoft Office, Minitab, PowerPoint, Microsoft Excel, Leadership
Education
Penn State Erie, The Behrend College 2011 — 2015
Bachelor of Science (B.S.), Interdisciplinary Business with Engineering Studies
Institute for the International Education of Students
IES Abroad
Avery Calkins's St. James’s Place Wealth Management Experience May 2012 - July 2012
Job Graduate Student at University of Michigan
Industry Research
Experience
Carnegie Mellon University March 2013 - July 2014
Carnegie Mellon University August 2013 - May 2014
St. James’s Place Wealth Management May 2012 - July 2012
Skills
Research, Data Analysis, Stata, R, LaTeX, C, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Mac, Windows
Education
University of Michigan 2014 — 2020
Doctor of Philosophy (Ph.D.), Economics
Carnegie Mellon University 2010 — 2014
Bachelor of Science (B.S.), Economics
North Central High School
Carnegie Mellon University March 2013 - July 2014
Carnegie Mellon University August 2013 - May 2014
St. James’s Place Wealth Management May 2012 - July 2012
Skills
Research, Data Analysis, Stata, R, LaTeX, C, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Mac, Windows
Education
University of Michigan 2014 — 2020
Doctor of Philosophy (Ph.D.), Economics
Carnegie Mellon University 2010 — 2014
Bachelor of Science (B.S.), Economics
North Central High School
Jack McMackin Jack McMackin's St. James’s Place Wealth Management Experience May 2005 - July 2005
Job Wealth Advisory at Rockefeller & Co., Inc.
Industry Investment Management
Experience
Rockefeller & Co., Inc. August 2013 - Present
Prelude Financial LLC November 2009 - June 2013
Goldman Sachs June 2012 - August 2012
FBR June 2008 - October 2009
FBR June 2007 - August 2007
Financial Dynamics May 2006 - July 2006
St. James's Place Wealth Management May 2005 - July 2005
FBR June 2004 - August 2004
Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Rockefeller & Co., Inc. August 2013 - Present
Prelude Financial LLC November 2009 - June 2013
Goldman Sachs June 2012 - August 2012
FBR June 2008 - October 2009
FBR June 2007 - August 2007
Financial Dynamics May 2006 - July 2006
St. James's Place Wealth Management May 2005 - July 2005
FBR June 2004 - August 2004
Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Sarah Massey Sarah Massey's St. James’s Place Wealth Management Experience June 2012 - August 2012
Job ARBA at CNA Insurance Company
Industry Financial Services
Experience
CNA Insurance August 2014 - Present
Hawkins Wealth Management October 2012 - August 2014
HNI Corporation May 2013 - August 2013
University of Iowa Memorial Union December 2011 - October 2012
St. James's Place Wealth Management June 2012 - August 2012
Congressmen Boswell October 2011 - January 2012
Clinton Parks and Recreation May 2010 - August 2011
Skills
Hard Worker, Able To Multi-task, Able To Work Under..., PowerPoint, Word, Excel, Time Management, Leadership, Teamwork, Communication, Strategic Thinking, Dedicated to work, Finance, Strategic Financial..., Research, Data Analysis, Economics, Corporate Finance, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
B.B.A, Finance and Economics
Clinton High School 2006 — 2010
CNA Insurance August 2014 - Present
Hawkins Wealth Management October 2012 - August 2014
HNI Corporation May 2013 - August 2013
University of Iowa Memorial Union December 2011 - October 2012
St. James's Place Wealth Management June 2012 - August 2012
Congressmen Boswell October 2011 - January 2012
Clinton Parks and Recreation May 2010 - August 2011
Skills
Hard Worker, Able To Multi-task, Able To Work Under..., PowerPoint, Word, Excel, Time Management, Leadership, Teamwork, Communication, Strategic Thinking, Dedicated to work, Finance, Strategic Financial..., Research, Data Analysis, Economics, Corporate Finance, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
B.B.A, Finance and Economics
Clinton High School 2006 — 2010
John Sherratt John Sherratt's St. James’s Place Wealth Management Experience October 2001 - January 2012
Job Private Investor
Industry Investment Management
Experience
Self-employed April 2013 - Present
St. James’s Place Wealth Management October 2001 - January 2012
Zurich Financial Services March 1997 - September 2001
VP International Ltd January 1993 - March 1997
FMM (Fleet Motor Management) a Commercial Union PLC company November 1991 - November 1992
Chloride Group plc September 1989 - September 1991
American Express Bank September 1983 - July 1987
Bank of Credit & Commerce International September 1982 - August 1983
Touch Ross Chartered Accountants March 1981 - September 1982
Skills
Financial Services, Investment Management, Risk Management, Investment Advisory, Asset Allocation, Business Planning, Securities, Mutual Funds, Marketing Strategy, International Business, New Business Development, Investments, Real Estate
Education
Manchester Business School 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration with focus on strategy, marketing and finance.
Lancaster University 1977 — 1980
Bachelor's Degree, Economics with Business Law
Self-employed April 2013 - Present
St. James’s Place Wealth Management October 2001 - January 2012
Zurich Financial Services March 1997 - September 2001
VP International Ltd January 1993 - March 1997
FMM (Fleet Motor Management) a Commercial Union PLC company November 1991 - November 1992
Chloride Group plc September 1989 - September 1991
American Express Bank September 1983 - July 1987
Bank of Credit & Commerce International September 1982 - August 1983
Touch Ross Chartered Accountants March 1981 - September 1982
Skills
Financial Services, Investment Management, Risk Management, Investment Advisory, Asset Allocation, Business Planning, Securities, Mutual Funds, Marketing Strategy, International Business, New Business Development, Investments, Real Estate
Education
Manchester Business School 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration with focus on strategy, marketing and finance.
Lancaster University 1977 — 1980
Bachelor's Degree, Economics with Business Law
Jameson Devin Wallien's St. James’s Place Wealth Management Experience September 2011 - December 2011
Job OnAir Salesman and Assistant Buyer at Roberta's Inc.
Industry Consumer Goods
Experience
Roberta's Inc. January 2013 - Present
The Helen Wells Agency June 2012 - December 2012
Big Dipper Peanut Butter June 2012 - September 2012
Indiana University Bloomington 2009 - 2012
St. James's Place Wealth Management September 2011 - December 2011
Roberta's Inc. June 2011 - August 2011
Skills
French, Leadership, Market Research, Econometrics, Statistics, Highly personable, Economics, Communication, Efficiency, Business Understanding, Creativity, Problem Solving, Precious Metals, Value Investing
Education
Shivashakti School of Yoga and Healing Arts 2012 — 2012
RYT-200 Certified Yoga Instructor, Yoga and Healing Arts
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Economics, 3.871
Roberta's Inc. January 2013 - Present
The Helen Wells Agency June 2012 - December 2012
Big Dipper Peanut Butter June 2012 - September 2012
Indiana University Bloomington 2009 - 2012
St. James's Place Wealth Management September 2011 - December 2011
Roberta's Inc. June 2011 - August 2011
Skills
French, Leadership, Market Research, Econometrics, Statistics, Highly personable, Economics, Communication, Efficiency, Business Understanding, Creativity, Problem Solving, Precious Metals, Value Investing
Education
Shivashakti School of Yoga and Healing Arts 2012 — 2012
RYT-200 Certified Yoga Instructor, Yoga and Healing Arts
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Economics, 3.871
Bryant Wolfson's St. James’s Place Wealth Management Experience 2014 - August 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
St. James’s Place Wealth Management 2014 - August 2014
Advicorp PLC May 2013 - July 2013
Project Challenge September 2009 - June 2010
Skills
Investments, Equities, Microsoft Excel, Bloomberg, Accounting, Leadership, Finance, Derivatives, Bloomberg Terminal, Economics, Financial Analysis, Business Analysis, Data Analysis, Analysis, Investing, Access, Organic Farming, Valuation, Stand-up Comedy, British Sign Language, Meteorology, Series 7, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelors of Business Administration, FInance/Accounting
Long Beach High School 2007 — 2011
Merrill Lynch June 2015 - Present
St. James’s Place Wealth Management 2014 - August 2014
Advicorp PLC May 2013 - July 2013
Project Challenge September 2009 - June 2010
Skills
Investments, Equities, Microsoft Excel, Bloomberg, Accounting, Leadership, Finance, Derivatives, Bloomberg Terminal, Economics, Financial Analysis, Business Analysis, Data Analysis, Analysis, Investing, Access, Organic Farming, Valuation, Stand-up Comedy, British Sign Language, Meteorology, Series 7, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelors of Business Administration, FInance/Accounting
Long Beach High School 2007 — 2011
Lindsey Ward's St. James’s Place Wealth Management Experience June 2014 - August 2014
Job Tulane University Student | B.S. Economics Major
Industry Financial Services
Experience
Tulane University Office of the President June 2015 - Present
Chi Omega Sorority January 2015 - Present
Tulane University Center for Public Service June 2014 - Present
Northwestern Mutual June 2015 - August 2015
Chi Omega Sorority January 2014 - January 2015
St. James’s Place Wealth Management June 2014 - August 2014
Good Work Network September 2013 - December 2013
Youth Micro Credit Lending Club September 2009 - May 2012
Tougas Family Farm June 2009 - October 2011
Skills
Stata, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Teamwork, Research, Photoshop, Social Media, Public Speaking, English, Sales
Education
Tulane University 2012 — 2016
Economics & Mathematics
Westborough High School 2008 — 2012
Tulane University Office of the President June 2015 - Present
Chi Omega Sorority January 2015 - Present
Tulane University Center for Public Service June 2014 - Present
Northwestern Mutual June 2015 - August 2015
Chi Omega Sorority January 2014 - January 2015
St. James’s Place Wealth Management June 2014 - August 2014
Good Work Network September 2013 - December 2013
Youth Micro Credit Lending Club September 2009 - May 2012
Tougas Family Farm June 2009 - October 2011
Skills
Stata, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Teamwork, Research, Photoshop, Social Media, Public Speaking, English, Sales
Education
Tulane University 2012 — 2016
Economics & Mathematics
Westborough High School 2008 — 2012
Bonnie Lam's St. James’s Place Wealth Management Experience March 2011 - June 2011
Job Project Manager at Google
Industry Marketing and Advertising
Experience
Randstad at Google January 2015 - Present
HD Professional Inc. March 2013 - December 2014
Abzoo Corporation December 2011 - March 2013
Deloitte 2013 - 2013
Snob Global Media March 2010 - July 2011
St. James’s Place Wealth Management March 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Education
University of California, Davis 2008 — 2011
Bachelor of Arts
University of the Pacific - Eberhardt School of Business
Alameda High School
Randstad at Google January 2015 - Present
HD Professional Inc. March 2013 - December 2014
Abzoo Corporation December 2011 - March 2013
Deloitte 2013 - 2013
Snob Global Media March 2010 - July 2011
St. James’s Place Wealth Management March 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Education
University of California, Davis 2008 — 2011
Bachelor of Arts
University of the Pacific - Eberhardt School of Business
Alameda High School
Amber Slankard's St. James’s Place Wealth Management Experience June 2011 - August 2011
Job Logistics Clerk/Sales Assistant at MT Metal Trading Inc.
Industry Logistics and Supply Chain
Experience
MT Metal Trading Inc. April 2015 - Present
SEIU ULTCW May 2014 - October 2014
SEIU ULTCW August 2013 - April 2014
Stifel, Nicolaus & Company, Inc. July 2012 - May 2013
San Gabriel River Discovery Center Authority April 2006 - April 2012
St. James's Place Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Budgeting, Grant Reconciliation, Budgets, Customer Service
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelors of Science, Finance, Real Estate, and Law
Pasadena City College 2005 — 2009
Associates, Business Administration
MT Metal Trading Inc. April 2015 - Present
SEIU ULTCW May 2014 - October 2014
SEIU ULTCW August 2013 - April 2014
Stifel, Nicolaus & Company, Inc. July 2012 - May 2013
San Gabriel River Discovery Center Authority April 2006 - April 2012
St. James's Place Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Budgeting, Grant Reconciliation, Budgets, Customer Service
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelors of Science, Finance, Real Estate, and Law
Pasadena City College 2005 — 2009
Associates, Business Administration
Amanda Fernley Amanda Fernley's St. James’s Place Wealth Management Experience June 2010 - August 2010
Job Environmental and RegulatoryWater Resources at Antero Resources
Industry Environmental Services
Experience
Antero Resources January 2015 - Present
Antero Resources July 2013 - Present
Antero Resources September 2011 - July 2013
Antero Resources June 2011 - September 2011
Colgate University October 2008 - June 2011
St. James's Place Wealth Management June 2010 - August 2010
Colgate University August 2008 - May 2010
Skills
Sustainability, SAS, Stata, Statistics, Environmental, Research, Excel, Microsoft Office, Word, Writing, Event Planning, PowerPoint, ArcGIS, Outlook, Analysis, Problem Solving, French, Environmental Awareness, Water Resources, Water, Data Analysis, Environmental Policy, Environmental Science, GIS, Community Outreach
Education
Colgate University 2007 — 2011
BA, Environmental Economics & Geography
University of Colorado at Denver 2012 — 2012
Environmental Engineering
Antero Resources January 2015 - Present
Antero Resources July 2013 - Present
Antero Resources September 2011 - July 2013
Antero Resources June 2011 - September 2011
Colgate University October 2008 - June 2011
St. James's Place Wealth Management June 2010 - August 2010
Colgate University August 2008 - May 2010
Skills
Sustainability, SAS, Stata, Statistics, Environmental, Research, Excel, Microsoft Office, Word, Writing, Event Planning, PowerPoint, ArcGIS, Outlook, Analysis, Problem Solving, French, Environmental Awareness, Water Resources, Water, Data Analysis, Environmental Policy, Environmental Science, GIS, Community Outreach
Education
Colgate University 2007 — 2011
BA, Environmental Economics & Geography
University of Colorado at Denver 2012 — 2012
Environmental Engineering
Sarah E. Alexander Sarah E. Alexander's St. James’s Place Wealth Management Experience September 2008 - November 2008
Job Professional Triathlete, Founder of Next Level Advisors, LLC
Industry Health, Wellness and Fitness
Experience
Kraft Foods Group June 2014 - August 2014
ICF International August 2010 - June 2013
ENERActive Solutions June 2009 - August 2009
St. James's Place Wealth Management September 2008 - November 2008
Skills
Alternative Fuels, Renewable Energy, Leadership, Legislative Research, Feasibility Studies, Consulting, Triathlon, Infrastructure, Valuation, Qualitative Research, Research, Data Analysis, Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Concentrations in Accounting and Finance, Marketing, & Entrepreneurship
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Environmental Studies, focus in Environmental Economics
Laurel School 2001 — 2005
High School, College Preperatory, Summa Cum Laude
Kraft Foods Group June 2014 - August 2014
ICF International August 2010 - June 2013
ENERActive Solutions June 2009 - August 2009
St. James's Place Wealth Management September 2008 - November 2008
Skills
Alternative Fuels, Renewable Energy, Leadership, Legislative Research, Feasibility Studies, Consulting, Triathlon, Infrastructure, Valuation, Qualitative Research, Research, Data Analysis, Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Concentrations in Accounting and Finance, Marketing, & Entrepreneurship
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Environmental Studies, focus in Environmental Economics
Laurel School 2001 — 2005
High School, College Preperatory, Summa Cum Laude
Amanda Haworth, CPA's St. James’s Place Wealth Management Experience January 2011 - April 2011
Job Analyst at General Growth Properties
Industry Real Estate
Experience
KPMG US August 2013 - December 2014
KPMG US June 2012 - August 2012
Kelley Undergraduate Women’s Financial Association October 2009 - May 2012
Harrison Street Real Estate Capital LLC May 2011 - August 2011
St. James's Place Wealth Management January 2011 - April 2011
Indiana University, K201 Computers in Business September 2009 - December 2010
Indiana University Kelley Living Learning Center Advisory Board October 2008 - December 2010
Holocaust Education/Tolerance May 2005 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Access, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis, Research, Investments, Financial Reporting, Budgets, Leadership, Analysis
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Major in Accounting and Finance-Real Estate, with a Minor in Economics
KPMG US August 2013 - December 2014
KPMG US June 2012 - August 2012
Kelley Undergraduate Women’s Financial Association October 2009 - May 2012
Harrison Street Real Estate Capital LLC May 2011 - August 2011
St. James's Place Wealth Management January 2011 - April 2011
Indiana University, K201 Computers in Business September 2009 - December 2010
Indiana University Kelley Living Learning Center Advisory Board October 2008 - December 2010
Holocaust Education/Tolerance May 2005 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Access, Financial Analysis, Financial Modeling, Microsoft Office, Data Analysis, Research, Investments, Financial Reporting, Budgets, Leadership, Analysis
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Major in Accounting and Finance-Real Estate, with a Minor in Economics
Courtney McDonald's St. James’s Place Wealth Management Experience October 2014 - December 2014
Job Research Analyst at Cognolink Limited
Industry Financial Services
Experience
Cognolink Limited July 2015 - Present
St. James’s Place Wealth Management October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
qlogix April 2013 - September 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude
Cognolink Limited July 2015 - Present
St. James’s Place Wealth Management October 2014 - December 2014
Merrill Lynch June 2014 - August 2014
qlogix April 2013 - September 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor’s Degree, Finance and Financial Management Services, Magna Cum Laude
Anjuli Finch's St. James’s Place Wealth Management Experience April 2013 - May 2013
Job Client Services Specialist at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Colgate University September 2012 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM) May 2013 - August 2013
St. James’s Place Wealth Management April 2013 - May 2013
SGX June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Services, Financial Planning, Event Planning, Teamwork, English, Marketing Strategy, Quantitative Finance
Education
Colgate University 2010 — 2014
BA, Economics
Singapore American School 2002 — 2010
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Colgate University September 2012 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM) May 2013 - August 2013
St. James’s Place Wealth Management April 2013 - May 2013
SGX June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Services, Financial Planning, Event Planning, Teamwork, English, Marketing Strategy, Quantitative Finance
Education
Colgate University 2010 — 2014
BA, Economics
Singapore American School 2002 — 2010
Ayush Bansal's St. James’s Place Wealth Management Experience June 2015 - July 2015
Job Business Acquisition Research Intern at St. James’s Place Wealth Management
Industry Financial Services
Experience
St. James’s Place Wealth Management June 2015 - July 2015
Hem securities ltd. June 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Stata, Research, Teamwork, Data Analysis, Microsoft Word, English, Spanish, Public Speaking, Social Media, Statistics, Financial Analysis, Photoshop
Education
Boston University 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General
Jayshree Periwal International School 2011 — 2013
High School, International Baccalaureate
St. James’s Place Wealth Management June 2015 - July 2015
Hem securities ltd. June 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Stata, Research, Teamwork, Data Analysis, Microsoft Word, English, Spanish, Public Speaking, Social Media, Statistics, Financial Analysis, Photoshop
Education
Boston University 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General
Jayshree Periwal International School 2011 — 2013
High School, International Baccalaureate
Samantha Mattox's St. James’s Place Wealth Management Experience January 2013 - April 2013
Job IT Business Analyst at Texas Instruments
Industry Information Technology and Services
Experience
Texas Instruments June 2015 - Present
Deloitte June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Fidelity Investments May 2012 - August 2012
AT&T June 2011 - August 2011
James Avery November 2009 - June 2011
Skills
Analysis, Microsoft Excel, Management, Social Media, Human Resources, Analytics, Blogging, Customer Service, Teamwork, Team Leadership, Microsoft Office, PowerPoint
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Management, Legal Studies
Texas Instruments June 2015 - Present
Deloitte June 2013 - August 2013
St. James’s Place Wealth Management January 2013 - April 2013
Fidelity Investments May 2012 - August 2012
AT&T June 2011 - August 2011
James Avery November 2009 - June 2011
Skills
Analysis, Microsoft Excel, Management, Social Media, Human Resources, Analytics, Blogging, Customer Service, Teamwork, Team Leadership, Microsoft Office, PowerPoint
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Management, Legal Studies
Aaron McKallor Aaron McKallor's St. James’s Place Wealth Management Experience May 2011 - August 2011
Job License Real Estate Salesperson at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate July 2015 - Present
Brown Harris Stevens February 2015 - July 2015
Jawt May 2012 - December 2014
Lynden Incorporated June 2014 - October 2014
Wexley School for Girls January 2014 - July 2014
Freelance / Graphic Design Services May 2013 - December 2013
Anthropologie May 2012 - August 2013
Channell Commercial January 2012 - April 2012
RCS London Ltd May 2011 - August 2011
St. James's Place Wealth Management May 2011 - August 2011
Skills
Social Media Marketing, Real Estate, Interior Design, First Time Home Buyers, First Time Home Sellers, Co-ops, Condos, Apartments, Rentals, Real Estate Transactions, Real Estate Development, Sales, Sales Operations, Direct Sales, Social Media, Facebook, Graphic Design, Social Networking, Marketing Communications, Entrepreneurship, Strategic Financial..., Public Relations, Product Marketing, Microsoft Office, Strategic Planning, Photoshop, Online Marketing, Leadership, Customer Service, Instagram, Google Analytics, Consumer Products, Product Management, Web Design, Wealth, Retirement, Marketing Strategy, Market Research, French, Mortgage Marketing, Business Development, Office Management, InDesign, Illustrator, Twitter, LinkedIn, iPhone Application..., Final Cut Pro, Salesforce.com, Microsoft CRM
Education
Parsons School of Design 2015 — 2017
Associate's Degree, Interior Design
Chapman University 2009 — 2013
Graphic Design, Business
Chapman University 2009 — 2013
Business Entrepreneurship
International College of Management, Sydney 2011 — 2011
Retail Studies
Semester at Sea 2011 — 2011
Abroad, Global Studies
Douglas Elliman Real Estate July 2015 - Present
Brown Harris Stevens February 2015 - July 2015
Jawt May 2012 - December 2014
Lynden Incorporated June 2014 - October 2014
Wexley School for Girls January 2014 - July 2014
Freelance / Graphic Design Services May 2013 - December 2013
Anthropologie May 2012 - August 2013
Channell Commercial January 2012 - April 2012
RCS London Ltd May 2011 - August 2011
St. James's Place Wealth Management May 2011 - August 2011
Skills
Social Media Marketing, Real Estate, Interior Design, First Time Home Buyers, First Time Home Sellers, Co-ops, Condos, Apartments, Rentals, Real Estate Transactions, Real Estate Development, Sales, Sales Operations, Direct Sales, Social Media, Facebook, Graphic Design, Social Networking, Marketing Communications, Entrepreneurship, Strategic Financial..., Public Relations, Product Marketing, Microsoft Office, Strategic Planning, Photoshop, Online Marketing, Leadership, Customer Service, Instagram, Google Analytics, Consumer Products, Product Management, Web Design, Wealth, Retirement, Marketing Strategy, Market Research, French, Mortgage Marketing, Business Development, Office Management, InDesign, Illustrator, Twitter, LinkedIn, iPhone Application..., Final Cut Pro, Salesforce.com, Microsoft CRM
Education
Parsons School of Design 2015 — 2017
Associate's Degree, Interior Design
Chapman University 2009 — 2013
Graphic Design, Business
Chapman University 2009 — 2013
Business Entrepreneurship
International College of Management, Sydney 2011 — 2011
Retail Studies
Semester at Sea 2011 — 2011
Abroad, Global Studies
Travis Larrison's St. James’s Place Wealth Management Experience October 2011 - December 2011
Job Acount Executive at National Decision Support Company
Industry Computer Software
Experience
National Decision Support Company August 2015 - Present
Epic August 2013 - August 2015
The Colgate Thirteen April 2012 - May 2013
Exploration Summer Programs June 2011 - August 2012
St. James's Place Wealth Management October 2011 - December 2011
Skills
Software Project..., Software Implementation, Research, Public Speaking, Economics, Microsoft Excel, Spanish, PowerPoint, SAS, Stata, Microsoft Office, Social Media, Microsoft Word, Analysis, Financial Modeling, Editing, Facebook
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
National Decision Support Company August 2015 - Present
Epic August 2013 - August 2015
The Colgate Thirteen April 2012 - May 2013
Exploration Summer Programs June 2011 - August 2012
St. James's Place Wealth Management October 2011 - December 2011
Skills
Software Project..., Software Implementation, Research, Public Speaking, Economics, Microsoft Excel, Spanish, PowerPoint, SAS, Stata, Microsoft Office, Social Media, Microsoft Word, Analysis, Financial Modeling, Editing, Facebook
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Yichen Shao Yichen Shao's St. James’s Place Wealth Management Experience September 2012 - December 2012
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
St. James's Place Wealth Management September 2012 - December 2012
Beijing Enterprises Holdings Environment Technology Co., Ltd July 2012 - August 2012
Illinois Wesleyan University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Public Speaking, Organized Multi-tasker, Teamwork, Outstanding..., Analytical Skills
Education
Illinois Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Accounting
Deloitte September 2015 - Present
St. James's Place Wealth Management September 2012 - December 2012
Beijing Enterprises Holdings Environment Technology Co., Ltd July 2012 - August 2012
Illinois Wesleyan University January 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Public Speaking, Organized Multi-tasker, Teamwork, Outstanding..., Analytical Skills
Education
Illinois Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Accounting
Ryan Crabtree Ryan Crabtree's St. James’s Place Wealth Management Experience May 2012 - August 2012
Job Financial Management Program (FMP) at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Krause Fund August 2012 - December 2012
St. James's Place Wealth Management May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Equity Research, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Finance, Microsoft Word, Public Speaking, Valuation, Customer Service, Management, Analysis
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
GE Capital January 2015 - Present
William Blair & Company June 2013 - August 2013
The University of Iowa Krause Fund August 2012 - December 2012
St. James's Place Wealth Management May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Equity Research, PowerPoint, Microsoft Office, Leadership, Microsoft Excel, Finance, Microsoft Word, Public Speaking, Valuation, Customer Service, Management, Analysis
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Philip Au Philip Au's St. James’s Place Wealth Management Experience January 2007 - August 2007
Job Private Equity Associate at Sun Capital Partners
Industry Venture Capital & Private Equity
Experience
Sun Capital Partners August 2015 - Present
Deutsche Bank July 2012 - July 2015
Deutsche Bank May 2010 - June 2012
Deutsche Bank August 2007 - December 2007
St. James’s Place Wealth Management January 2007 - August 2007
Skills
Investment Banking, Bloomberg, Equity Research, Corporate Finance, LBO, Equities, Capital Markets, Capital IQ, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Finance, IPO, Mergers, Investments, Private Equity, DCF, Leveraged Finance, Hedge Funds, Portfolio Management, Derivatives
Education
University of Alberta
Bachelor of Commerce, Cooperative Education, Finance
Sun Capital Partners August 2015 - Present
Deutsche Bank July 2012 - July 2015
Deutsche Bank May 2010 - June 2012
Deutsche Bank August 2007 - December 2007
St. James’s Place Wealth Management January 2007 - August 2007
Skills
Investment Banking, Bloomberg, Equity Research, Corporate Finance, LBO, Equities, Capital Markets, Capital IQ, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Finance, IPO, Mergers, Investments, Private Equity, DCF, Leveraged Finance, Hedge Funds, Portfolio Management, Derivatives
Education
University of Alberta
Bachelor of Commerce, Cooperative Education, Finance
Tyler Wise Tyler Wise's St. James’s Place Wealth Management Experience June 2012 - August 2012
Job Audit Associate
Industry Accounting
Experience
Deloitte September 2014 - Present
St. James's Place Wealth Management June 2012 - August 2012
Hayden Harper LLC May 2011 - August 2011
Skills
Due Diligence, Investments, Auditing, Corporate Finance, Microsoft Excel, Portfolio Management
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master's degree, Accounting
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science in Business Administration (B.B.A.), Finance
Deloitte September 2014 - Present
St. James's Place Wealth Management June 2012 - August 2012
Hayden Harper LLC May 2011 - August 2011
Skills
Due Diligence, Investments, Auditing, Corporate Finance, Microsoft Excel, Portfolio Management
Education
University of North Carolina at Chapel Hill 2013 — 2014
Master's degree, Accounting
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science in Business Administration (B.B.A.), Finance
Haley Scroggins Haley Scroggins's St. James’s Place Wealth Management Experience June 2014 - June 2014
Job Paid Search Analyst at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures July 2015 - Present
UNC General Alumni Association January 2013 - October 2014
Champion Impact Capital July 2014 - July 2014
St. James's Place Wealth Management June 2014 - June 2014
Skills
Microsoft Office, Bloomberg Software, Mail Merge, Project Management, Financial Accounting, Financial Analysis, Leadership, Management, Public Speaking, Sales, Operations Management, Finance, Taekwondo, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Marketing
Education
Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.575
University of North Carolina at Chapel Hill 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.43
Texas A&M University 2011 — 2012
Accounting and Finance, 3.667
Red Ventures July 2015 - Present
UNC General Alumni Association January 2013 - October 2014
Champion Impact Capital July 2014 - July 2014
St. James's Place Wealth Management June 2014 - June 2014
Skills
Microsoft Office, Bloomberg Software, Mail Merge, Project Management, Financial Accounting, Financial Analysis, Leadership, Management, Public Speaking, Sales, Operations Management, Finance, Taekwondo, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Marketing
Education
Kenan-Flagler Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.575
University of North Carolina at Chapel Hill 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.43
Texas A&M University 2011 — 2012
Accounting and Finance, 3.667
Alexander Galasso's St. James’s Place Wealth Management Experience June 2010 - August 2010
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch May 2012 - August 2012
St. James's Place Wealth Management June 2010 - August 2010
Deutsche Bank August 2008 - August 2008
Skills
Bloomberg, Investments, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Series 63, Equities, Trading, Alternative Investments, Equity Research
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kent School 2004 — 2008
Merrill Lynch March 2013 - Present
Merrill Lynch May 2012 - August 2012
St. James's Place Wealth Management June 2010 - August 2010
Deutsche Bank August 2008 - August 2008
Skills
Bloomberg, Investments, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Series 63, Equities, Trading, Alternative Investments, Equity Research
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kent School 2004 — 2008
Nicholas Logan's St. James’s Place Wealth Management Experience January 2010 - April 2010
Job Sales Reporting Analyst at CareerBuilder.com
Industry Financial Services
Experience
CareerBuilder.com March 2015 - Present
CareerBuilder.com July 2013 - March 2015
Zacks Investment Research April 2012 - July 2013
Northwest Swim Club May 2009 - October 2011
St. James's Place Wealth Management January 2010 - April 2010
Skills
Equities, Financial Modeling, Analytics, Online Research, Microsoft Office, Market Research, Investments, Financial Analysis, Client Relations Skills, Economics, Software Quality Control, Data Analysis, Sales Compensation, Xactly Incent, Sales Reporting, Compensation Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Economics and Public Policy
IES London 2010 — 2010
CareerBuilder.com March 2015 - Present
CareerBuilder.com July 2013 - March 2015
Zacks Investment Research April 2012 - July 2013
Northwest Swim Club May 2009 - October 2011
St. James's Place Wealth Management January 2010 - April 2010
Skills
Equities, Financial Modeling, Analytics, Online Research, Microsoft Office, Market Research, Investments, Financial Analysis, Client Relations Skills, Economics, Software Quality Control, Data Analysis, Sales Compensation, Xactly Incent, Sales Reporting, Compensation Planning
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Economics and Public Policy
IES London 2010 — 2010
Adam Morris's St. James’s Place Wealth Management Experience January 2010 - May 2010
Job Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding June 2013 - Present
RBS Citizens Group August 2011 - June 2013
St. James's Place Wealth Management January 2010 - May 2010
Hantz Group May 2009 - July 2009
City of Southfield Treasury Department May 2008 - July 2008
Munder Capital Management April 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Statistical Modeling, Data Analysis, Microsoft Office, Banking, PowerPoint, Access, Project Management, Microsoft Word, Credit Analysis, Credit, Team Leadership, Commercial Banking, Business Strategy, Customer Service, Leadership, Accounting, Moody's Risk Analyst, Capital IQ
Education
Indiana University Bloomington 2007 — 2011
BS, Finance and International Business
Cranbrook Kingswood
Cranbrook Kingswood
Cranbrook Kingswood
Madison Capital Funding June 2013 - Present
RBS Citizens Group August 2011 - June 2013
St. James's Place Wealth Management January 2010 - May 2010
Hantz Group May 2009 - July 2009
City of Southfield Treasury Department May 2008 - July 2008
Munder Capital Management April 2007 - July 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Statistical Modeling, Data Analysis, Microsoft Office, Banking, PowerPoint, Access, Project Management, Microsoft Word, Credit Analysis, Credit, Team Leadership, Commercial Banking, Business Strategy, Customer Service, Leadership, Accounting, Moody's Risk Analyst, Capital IQ
Education
Indiana University Bloomington 2007 — 2011
BS, Finance and International Business
Cranbrook Kingswood
Cranbrook Kingswood
Cranbrook Kingswood
Lloyd Sindorf's St. James’s Place Wealth Management Experience September 2007 - December 2007
Job Capital Markets, Intercontinental Exchange | NYSE
Industry Financial Services
Experience
Intercontinental Exchange NYSE 2015 - Present
Intercontinental Exchange NYSE 2010 - 2015
Triad Group 2009 - 2010
St. James's Place Wealth Management September 2007 - December 2007
Skills
Bloomberg, Capital IQ, Dealogic, FactSet, Microsoft Office, SQL, Financial Markets, Equities, Investments, IPO, Capital Markets, Strategy, Options, Fixed Income, Financial Services, Analytics, Financial Analysis, Hedge Funds, Financial Modeling, Derivatives
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Binghamton 2005 — 2009
B.A., Economics
Intercontinental Exchange NYSE 2015 - Present
Intercontinental Exchange NYSE 2010 - 2015
Triad Group 2009 - 2010
St. James's Place Wealth Management September 2007 - December 2007
Skills
Bloomberg, Capital IQ, Dealogic, FactSet, Microsoft Office, SQL, Financial Markets, Equities, Investments, IPO, Capital Markets, Strategy, Options, Fixed Income, Financial Services, Analytics, Financial Analysis, Hedge Funds, Financial Modeling, Derivatives
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
State University of New York at Binghamton 2005 — 2009
B.A., Economics
Nathan Crane's St. James’s Place Wealth Management Experience June 2010 - August 2010
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
Henry Fong's St. James’s Place Wealth Management Experience June 2015 - Present
Job
Industry Financial Services
Experience
St. James’s Place Wealth Management June 2015 - Present
The Brookings Institution June 2014 - August 2014
TianYunHongDa June 2013 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Microsoft Access
Education
Boston University 2012 — 2016
Bachelor's Degree, Finance, International Management
Peking University
Political Science, Environmental Studies
International School of Beijing 2005 — 2012
St. James’s Place Wealth Management June 2015 - Present
The Brookings Institution June 2014 - August 2014
TianYunHongDa June 2013 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Microsoft Access
Education
Boston University 2012 — 2016
Bachelor's Degree, Finance, International Management
Peking University
Political Science, Environmental Studies
International School of Beijing 2005 — 2012
Drew Reichenbach's St. James’s Place Wealth Management Experience September 2014 - December 2014
Job Student at Miami University
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
St. James’s Place Wealth Management September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Financial Modeling, Critical Thinking, Cash Flow Analysis, Financial Risk..., Public Speaking
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Bank of America Merrill Lynch June 2015 - August 2015
St. James’s Place Wealth Management September 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, Credit Analysis, Financial Modeling, Critical Thinking, Cash Flow Analysis, Financial Risk..., Public Speaking
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, General