Stein Roe Mutual Funds

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Stein Roe Mutual Funds Employees

Employee
Years
Job
Industry
Carla L Harris Carla L Harris La Jolla, California Details
Carla L Harris's Stein Roe Mutual Funds Experience May 1998 - November 1999
Job Senior Compliance Manager
Industry Financial Services
Experience
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

Wendy Rauch Wendy Rauch Jacksonville, Florida Area Details
Wendy Rauch's Stein Roe Mutual Funds Experience 1997 - 2000
Job Dividend Analyst at Option Research and Technology Services
Industry Financial Services
Experience
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

Stephen Yock Stephen Yock Greater Chicago Area Details
Stephen Yock's Stein Roe Mutual Funds Experience 1998 - 2000
Job National Accounts Exchange Traded Funds
Industry Financial Services
Experience
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

James Howald James Howald Chicago, Illinois Details
James Howald's Stein Roe Mutual Funds Experience February 1997 - December 1999
Job Internet Senior Product Manager
Industry Financial Services
Experience
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

Patricia (Fanning) Wright Patricia (Fanning) Wright Greater Chicago Area Details
Patricia (Fanning) Wright's Stein Roe Mutual Funds Experience November 1994 - January 2000
Job Department Assistant at DePaul University
Industry Education Management
Experience
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

Rod Gayda Rod Gayda Greater Chicago Area Details
Rod Gayda's Stein Roe Mutual Funds Experience July 1990 - November 1995
Job Insurance Agent
Industry Insurance
Experience
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

Edward Yee Edward Yee Greater Chicago Area Details
Edward Yee's Stein Roe Mutual Funds Experience 1995 - 1999
Job Second Vice President at a FINRA registered company
Industry Financial Services
Experience
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

Adrian Laine Adrian Laine Greater Denver Area Details
Adrian Laine's Stein Roe Mutual Funds Experience September 1999 - April 2000
Job Manager NOC Customer Assurance at Level 3 Communications
Industry Telecommunications
Experience
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

Linda Schultz Linda Schultz Chicago, Illinois Details
Linda Schultz's Stein Roe Mutual Funds Experience February 1998 - October 1999
Job Adjunct Faculty at College of DuPage
Industry Marketing and Advertising
Experience
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

Pete Geske Pete Geske Madison, Wisconsin Area Details
Pete Geske's Stein Roe Mutual Funds Experience September 1997 - December 1999
Job Substitute Teacher at Madison Metropolitan School District
Industry E-Learning
Experience
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