Stein Roe Mutual Funds
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Stein Roe Mutual Funds Employees
Altegris Investments April 2012 - Present
Nuveen Investments November 1999 - March 2012
Stein Roe Mutual Funds May 1998 - November 1999
Stein Roe Mutual Funds December 1992 - April 1998
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Company Act, Investment Advisers Act, Series 3, 7, 24 & 63..., Series 24, Separately Managed..., Fixed Income, Equities, Asset Managment, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Uniform Combined State..., FINRA
Education
Drake University
Bachelor of Science, Business Administration/Finance
Option Research and Technology Services March 2009 - Present
Stein Roe & Farnham January 2001 - November 2001
Columbia Management [Liberty Financial] 1999 - 2001
Stein Roe & Farnham Mutual Funds 1997 - 2001
Liberty Funds January 1999 - December 2000
Stein Roe Mutual Funds 1997 - 2000
Stein Roe & Farnham 1997 - 1998
Highlands Regional Medical Center July 1995 - January 1997
Skills
Mutual Funds, Marketing Communications, Investments, Marketing, Risk Management, Marketing Strategy, Strategic Planning, PowerPoint, Business Development, Team Building, Team Leadership, Project Management, Options, Forecasting, Social Media Marketing
Education
University of Florida 1990 — 1992
Bachelor of Science, Public Relations
Lake Sumter Community College 1990 — 1990
AA, Communications
Mercer University 1988 — 1989
Undergraduate Honors
First Trust Advisors L.P. December 2009 - Present
Genworth Financial April 2008 - August 2009
Genworth Financial Securities Corp April 2004 - April 2008
Smith Barney January 2002 - April 2004
ABN AMRO Financial Services February 2000 - December 2001
Stein Roe Mutual Funds 1998 - 2000
Education
University of Illinois at Urbana-Champaign 1992 — 1997
LAS, Speech Communications
JPMorgan Chase February 2000 - Present
Stein Roe Mutual Funds February 1997 - December 1999
Skills
Vendor Management, Project Management, Relationship Management, Business Analysis, Financial Services, Product Management, Program Management, Process Improvement, Requirements Gathering, Business Requirements, Cross-functional Team..., Call Centers, Requirements Analysis, Mutual Funds, Equities, FINRA, Management, Training, Retirement, Investments
Education
Mount Union College 1990 — 1994
Bachelor of Arts (B.A.), Communication, General
North Union High School 1986 — 1990
High School Diploma
DePaul University June 2014 - Present
Stein Roe Mutual Funds November 1994 - January 2000
Kemper Financial Services, Inc. October 1991 - November 1994
McMarketing, Inc. June 1989 - October 1991
Skills
Project Management, Marketing Communications, Scheduling Management, Budget Management, Oral & Written..., Organization Skills, Customer Service, Proofreading, Editing, Supervisory Management, Office Administration, Self Starter, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Databases, Typing, Teaching, Strategic Planning, Print Production Process, Research, Marketing Strategy, Supervisory Skills, Marketing
Education
Loyola University Chicago 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1985 — 1989
Bachelor's Degree, Businesss Administration / Marketing
R.A.N. Enterprises, Inc. January 1997 - Present
Gayda Properties, Inc. May 1996 - Present
Greenfield Creek Property Owners Assoc. Inc. January 2012 - December 2012
Uhaul July 2011 - December 2012
Stein Roe Mutual Funds July 1990 - November 1995
Skills
Insurance, Customer Service, Budgets, Strategic Planning, Team Building, Small Business, Microsoft Office, Sales Management, Health Insurance, Term Life Insurance, Microsoft Word, Underwriting, Life Insurance, Sales, Risk Management, Public Speaking, Microsoft Excel, Negotiation, Process Scheduler, Leadership, Commercial Insurance, Property & Casualty..., Licensed Property &..., Licensed Life & Health..., Individual Health..., Rental Real Estate, Rental Management, Property Management..., Homeowner Association..., Commercial Property..., Tax Preparation, Partnership Taxation, S Corporations, C-Corp, Pass-through Entities, Multi-state tax returns, Individual Returns, Drake Tax Software, Drake, Sole Proprietors, Multi Family Properties, Fixed Annuities, Brokers, Casualty, Employee Benefits, Legal Liability, Commercial Lines, General Insurance, Umbrella Insurance
Education
Calumet College of Saint Joseph 1989 — 1993
BS, Accounting
Merrillville High School
Merrillville High School
FINRA registered company December 2004 - Present
Scudder Investments January 2000 - June 2003
Stein Roe Mutual Funds 1995 - 1999
Skills
Securities, Asset Management, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Relationship Management, Retirement Planning
Education
Indiana University Bloomington 1989 — 1994
Level 3 Communications June 2014 - Present
tw telecom, inc. December 2007 - June 2014
Covad Communications April 2000 - 2008
Covad Communications August 2007 - December 2007
Covad Communications October 2006 - December 2007
Covad Communications April 2000 - October 2006
Stein Roe Mutual Funds September 1999 - April 2000
Stein Roe Mutual Funds September 1999 - April 2000
Founders Funds December 1998 - September 1999
Founders Asset Management LLC December 1998 - September 1999
Skills
Process Improvement, VoIP, Integration, Telecommunications, Call Centers, Networking, Forecasting, T1, Vendor Management, Troubleshooting, Computer Network..., Technical Support, Project Management, Quality Assurance, Data Center, Training, LAN-WAN, Data Analysis, WAN, Wireless, Unified Communications, Co-location, Team Leadership, Cisco Technologies, Budgets, Testing, Telephony, Problem Solving, Project Planning, DSL, Call Center, Network Operations, Process Development, Operations Management, Microsoft Office, Business Analysis, Planning, Customer Service, Data Mining, Revenue Analysis, Headcount Modeling, SharePoint Designer, Hyperion Interactive..., Management, Supervisor, Team Building, SIP, Career Building, Managed Services
Education
University of Northern Colorado 1995 — 1997
Bachelor of Science, Kinesiology
Columbine Sr High 1989 — 1993
College of DuPage September 2013 - Present
United States Dressage Federation April 2006 - April 2011
Stratiss International August 2002 - April 2006
Family Office Exchange LLC August 2001 - July 2002
Smith Bucklin October 1999 - August 2001
Stein Roe Mutual Funds February 1998 - October 1999
LaSalle National Trust January 1992 - October 1995
Skills
Advertising, Microsoft Office, Training, Newsletters, Sales, Budgets, Web Design, Customer Service, Copy Editing, Start-ups, Graphic Design, Time Management, CRM, Cross-functional Team..., Public Speaking, Social Media, Social Media Marketing, Public Relations, Marketing, Small Business, Management, Marketing Communications, Social Networking, Writing, Email Marketing, Editing, Marketing Strategy, Publicity, Media Relations, Strategic Planning, Publications, Copywriting, Press Releases, Creative Writing, Journalism, Strategy, Event Planning, Nonprofits, Online Marketing, Research, Content Management
Education
Keller Graduate School of Management of DeVry University 1986 — 1988
MBA, Marketing
Northern Illinois University 1978 — 1981
BA, Journalism
Madison Metropolitan School District November 2011 - Present
Family Care-Giver · Mother's Home May 2007 - October 2011
Bank One Securities November 2001 - May 2007
Stein Roe Mutual Funds September 1997 - December 1999
Skills
Teaching, Tutoring, Distance Learning, Adult Education, Classroom, ESL, Higher Education, Public Speaking
Education
Grand Canyon University 2012 — 2015
Master of Education (M.Ed.), Secondary Education and Teaching
L' Universite de Paris, La Sorbonne 1992 — 1993
Certificate de la Civilisation Francaise, French
University of Wisconsin-Milwaukee 1989 — 1992
BA, History