SunAmerica Asset Management
Industry: Company
DescriptionHeadquarters: Jersey City, NJ Founded: 1982 People also search for: SunAmerica Focused Alpha Growth Fund Inc, VALIC, AIG Life Holdings (US) Inc Parent organizations: American International Group, American General Life Insurance Co. Subsidiaries: SUNAMERICA CAPITAL SERVICES INC, SunAmerica Fund Services, Inc.
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SunAmerica Asset Management Employees
Employee
Years
Job
Industry
Janet Walsh Janet Walsh's SunAmerica Asset Management Experience October 2011 - December 2013
Job Portfolio Manager (Global and US Equities)
Industry Investment Management
Experience
SunAmerica Asset Management October 2011 - December 2013
AllianceBernstein July 1997 - April 2011
Alliance Capital July 1996 - January 2004
Ellis L. Phillips Foundation 1992 - 1995
The Computer Museum 1990 - 1994
Skills
Portfolio Management, Fundamental Research, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Alternative Investments, Investment Management, Research, Hedge Funds, portfolio risk..., Institutional..., Team Leadership, Capital Markets, Risk Management, Asset Allocation, Asset Management, Securities
Education
Columbia University - Columbia Business School 1995 — 1996
MBA
Harvard University 1980 — 1984
AB, Anthropology
SunAmerica Asset Management October 2011 - December 2013
AllianceBernstein July 1997 - April 2011
Alliance Capital July 1996 - January 2004
Ellis L. Phillips Foundation 1992 - 1995
The Computer Museum 1990 - 1994
Skills
Portfolio Management, Fundamental Research, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Alternative Investments, Investment Management, Research, Hedge Funds, portfolio risk..., Institutional..., Team Leadership, Capital Markets, Risk Management, Asset Allocation, Asset Management, Securities
Education
Columbia University - Columbia Business School 1995 — 1996
MBA
Harvard University 1980 — 1984
AB, Anthropology
David Spaulding, DPS, CIPM David Spaulding, DPS, CIPM's SunAmerica Asset Management Experience 1986 - 1990
Job Founder/CEO at The Spaulding Group, Inc.
Industry Financial Services
Experience
The Spaulding Group, Inc. July 1990 - Present
Township of North Brunswick January 2000 - December 2003
Township of North Brunswick January 1998 - December 1999
SunAmerica Asset Management 1986 - 1990
Integrated Resources Asset Management 1986 - 1990
Herzog, Heine Geduld 1985 - 1985
J Aron & Company 1981 - 1981
U.S. Army August 1972 - May 1977
Skills
Risk, Writing, Teaching, Performance Attribution, Compliance, Hedge Funds, Financial Markets, Equities, Risk Management, Economics, Management Consulting, Business Strategy, Securities, Asset Management, Portfolio Management, Asset Managment, Investment Management, Financial Risk, Performance Measurement, Financial Services, Fixed Income, Mutual Funds, Investments, Derivatives, Investment Advisory, Private Equity, GIPS Standards, Verification, Training, Software Design, Bonds, Options, Capital Markets, Trading, ETFs, Wealth Management, Asset Allocation, Analysis
Education
Pace University 2007 — 2013
DPS (Doctor of Professional Studies), Finance and International Economics
University of Baltimore 1977 — 1981
MBA, Finance
University of Southern California 1973 — 1976
MS, Systems Management
Temple University 1968 — 1972
BA, Mathematics
Germantown High School 1965 — 1968
The Spaulding Group, Inc. July 1990 - Present
Township of North Brunswick January 2000 - December 2003
Township of North Brunswick January 1998 - December 1999
SunAmerica Asset Management 1986 - 1990
Integrated Resources Asset Management 1986 - 1990
Herzog, Heine Geduld 1985 - 1985
J Aron & Company 1981 - 1981
U.S. Army August 1972 - May 1977
Skills
Risk, Writing, Teaching, Performance Attribution, Compliance, Hedge Funds, Financial Markets, Equities, Risk Management, Economics, Management Consulting, Business Strategy, Securities, Asset Management, Portfolio Management, Asset Managment, Investment Management, Financial Risk, Performance Measurement, Financial Services, Fixed Income, Mutual Funds, Investments, Derivatives, Investment Advisory, Private Equity, GIPS Standards, Verification, Training, Software Design, Bonds, Options, Capital Markets, Trading, ETFs, Wealth Management, Asset Allocation, Analysis
Education
Pace University 2007 — 2013
DPS (Doctor of Professional Studies), Finance and International Economics
University of Baltimore 1977 — 1981
MBA, Finance
University of Southern California 1973 — 1976
MS, Systems Management
Temple University 1968 — 1972
BA, Mathematics
Germantown High School 1965 — 1968
Caryn Clark... The Hip Chick Voice! Caryn Clark... The Hip Chick Voice!'s SunAmerica Asset Management Experience 1994 - 1995
Job Voice Over Actress
Industry Broadcast Media
Experience
self employed owner of VoiceChick Productions LLC July 2006 - Present
New York LIfe Insurance Co. July 1998 - July 2007
Lord, Abbett & Co. 1997 - 1998
Alamo Rent a Car 1996 - 1998
Value Line 1995 - 1995
SunAmerica Asset Management 1994 - 1995
Skills
Broadcast, Voice Over, Radio, Sound, Audio Editing, Radio Advertising, Commercials, Television, Voice Acting, Entertainment, Acting, Creative Direction, Video, Podcasting, Editing, Documentaries, Radio Producing, Audio Books, Singing, Radio Broadcasting, Marketing, Sound Design, Multimedia, Audio Post Production, Comedy, Video Production, Proofreading, Recording, Video Editing, Voiceovers, Adobe Audition, Radio Host, Producing, Narrative
Education
University of Florida 1990 — 1994
BA, English
self employed owner of VoiceChick Productions LLC July 2006 - Present
New York LIfe Insurance Co. July 1998 - July 2007
Lord, Abbett & Co. 1997 - 1998
Alamo Rent a Car 1996 - 1998
Value Line 1995 - 1995
SunAmerica Asset Management 1994 - 1995
Skills
Broadcast, Voice Over, Radio, Sound, Audio Editing, Radio Advertising, Commercials, Television, Voice Acting, Entertainment, Acting, Creative Direction, Video, Podcasting, Editing, Documentaries, Radio Producing, Audio Books, Singing, Radio Broadcasting, Marketing, Sound Design, Multimedia, Audio Post Production, Comedy, Video Production, Proofreading, Recording, Video Editing, Voiceovers, Adobe Audition, Radio Host, Producing, Narrative
Education
University of Florida 1990 — 1994
BA, English
Brian Shea Brian Shea's SunAmerica Asset Management Experience November 2011 - September 2014
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2014 - Present
SunAmerica Asset Management November 2011 - September 2014
SunAmerica Asset Management Co August 2007 - October 2011
W.I.L.D. Enterprises August 2006 - April 2007
Skills
Series 63, Finance, Asset Allocation, Investments, Series 6, Securities, Sales, Alternative Investments, Equities, Retirement, Retirement Planning, 401k, Series 7, Asset Management, Mutual Funds, Asset Managment
Education
Springfield College 2002 — 2006
Bachelor of Science, Sport Management; Marketing
J.P. Morgan Asset Management September 2014 - Present
SunAmerica Asset Management November 2011 - September 2014
SunAmerica Asset Management Co August 2007 - October 2011
W.I.L.D. Enterprises August 2006 - April 2007
Skills
Series 63, Finance, Asset Allocation, Investments, Series 6, Securities, Sales, Alternative Investments, Equities, Retirement, Retirement Planning, 401k, Series 7, Asset Management, Mutual Funds, Asset Managment
Education
Springfield College 2002 — 2006
Bachelor of Science, Sport Management; Marketing
Enrique Lopez-Balboa, II Enrique Lopez-Balboa, II's SunAmerica Asset Management Experience 1987 - 1996
Job Managing Director at CoreCommodity Management LLC
Industry
Experience
CoreCommodity Management, LLC March 2010 - Present
Neuberger Berman 2000 - 2009
Lynch & Mayer 1996 - 1999
SunAmerica Asset Management 1987 - 1996
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Alternative Investments
Education
Bucknell University 1980 — 1984
BA, Economics
Avon Old Farms School 1978 — 1980
CoreCommodity Management, LLC March 2010 - Present
Neuberger Berman 2000 - 2009
Lynch & Mayer 1996 - 1999
SunAmerica Asset Management 1987 - 1996
Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Alternative Investments
Education
Bucknell University 1980 — 1984
BA, Economics
Avon Old Farms School 1978 — 1980
Erik Stad Erik Stad's SunAmerica Asset Management Experience January 2006 - Present
Job Supervisor, Internal Sales Desk at AIG SunAmerica Asset Management
Industry Financial Services
Experience
SunAmerica Asset Management January 2006 - Present
AIG SunAmerica Asset Management August 2003 - December 2005
AIG SunAmerica Asset Management December 2000 - July 2003
Skills
Leadership, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income
Education
University of Massachusetts, Amherst 1993 — 1999
BA, Economics
SunAmerica Asset Management January 2006 - Present
AIG SunAmerica Asset Management August 2003 - December 2005
AIG SunAmerica Asset Management December 2000 - July 2003
Skills
Leadership, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income
Education
University of Massachusetts, Amherst 1993 — 1999
BA, Economics
Kevin Holleron Kevin Holleron's SunAmerica Asset Management Experience February 2010 - December 2010
Job MidAtlantic Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Franklin Square Capital Partners December 2012 - Present
Eagle Asset Management December 2010 - November 2012
SunAmerica Asset Management February 2010 - December 2010
Van Kampen Investments August 2002 - January 2009
Invesco Aim February 1997 - August 2002
Invesco Aim February 1996 - February 1997
Skills
Alternative Investments, BDCs, Investments, Mutual Funds, Asset Allocation, Asset Management, Separately Managed..., Financial Services, Financial Advisory, Business Acumen, Financial Markets, Retirement Planning, Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Finance
Stratford Senior High 1987 — 1989
Diploma, General
Maureen Bromwell's SunAmerica Asset Management Experience 1991 - 1993
Job Chief Marketing Officer, Asset Management at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management May 2015 - Present
Munder Capital Management (Firm acquired) June 2008 - October 2014
Munder Capital Management January 2001 - June 2008
Munder Capital Management September 1993 - January 2001
SunAmerica Asset Management 1991 - 1993
Merrill Lynch June 1989 - November 1991
Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM
Education
Michigan State University
Bachelor of Business Administration (BBA), Economics
Northern Trust Asset Management May 2015 - Present
Munder Capital Management (Firm acquired) June 2008 - October 2014
Munder Capital Management January 2001 - June 2008
Munder Capital Management September 1993 - January 2001
SunAmerica Asset Management 1991 - 1993
Merrill Lynch June 1989 - November 1991
Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM
Education
Michigan State University
Bachelor of Business Administration (BBA), Economics
Maxwell Most Maxwell Most's SunAmerica Asset Management Experience April 2013 - September 2014
Job Internal Wholesaler at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
SunAmerica Asset Management April 2013 - September 2014
JPMorgan Chase April 2011 - April 2013
Garden City Group, Inc September 2010 - April 2011
National Securities Corp December 2009 - September 2010
Skills
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales, Marketing Strategy, Options, Securities, Alternative Investments, Capital Markets, Asset Managment, Insurance, Commercial Banking, Account Management, Marketing, Mutual Funds
Education
Old Dominion University 2007 — 2009
Bachelor of Science, Communications
Marist College 2005 — 2007
St. Dominic High School
Russell Investments September 2014 - Present
SunAmerica Asset Management April 2013 - September 2014
JPMorgan Chase April 2011 - April 2013
Garden City Group, Inc September 2010 - April 2011
National Securities Corp December 2009 - September 2010
Skills
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales, Marketing Strategy, Options, Securities, Alternative Investments, Capital Markets, Asset Managment, Insurance, Commercial Banking, Account Management, Marketing, Mutual Funds
Education
Old Dominion University 2007 — 2009
Bachelor of Science, Communications
Marist College 2005 — 2007
St. Dominic High School
Mike Matthews, CFP®'s SunAmerica Asset Management Experience November 2010 - October 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Wells Fargo Advisors, LLC October 2013 - Present
SunAmerica Asset Management November 2010 - October 2013
Morgan Stanley Smith Barney June 2000 - November 2010
Skills
Financial Advisory, Investments, Retirement Planning, Financial Services, Finance, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Alternative Investments, Retirement, Equities, 401k Rollovers, 401k, Separately Managed..., Hedge Funds, ETFs, IRAs, Variable Annuities, Fixed Income, Wealth, Life Insurance, Relationship Management, High Net Worth...
Education
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS Business, Accounting
Kei Yamamoto Kei Yamamoto's SunAmerica Asset Management Experience June 2012 - November 2013
Job Director Investments at Casey Family Programs
Industry Investment Management
Experience
Casey Family Programs October 2014 - Present
Sunamerica Asset Management June 2012 - November 2013
Credit Suisse November 2009 - August 2011
ING Investment Management 2006 - 2009
D.E. Shaw & Co. 2004 - 2006
Mosaic Asset Management 2000 - 2004
J&W Seligman 1998 - 2000
Franklin Templeton Investments 1994 - 1997
Wasserstein Perella 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Equities, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Capital Markets, Investments, Asset Managment, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Investment Management, Financial Markets, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA, Business/Finance
Massachusetts Institute of Technology 1986 — 1987
SM, Engineering
Massachusetts Institute of Technology 1982 — 1986
SB, Materials Science and Engineering
Casey Family Programs October 2014 - Present
Sunamerica Asset Management June 2012 - November 2013
Credit Suisse November 2009 - August 2011
ING Investment Management 2006 - 2009
D.E. Shaw & Co. 2004 - 2006
Mosaic Asset Management 2000 - 2004
J&W Seligman 1998 - 2000
Franklin Templeton Investments 1994 - 1997
Wasserstein Perella 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Equities, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Capital Markets, Investments, Asset Managment, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Investment Management, Financial Markets, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA, Business/Finance
Massachusetts Institute of Technology 1986 — 1987
SM, Engineering
Massachusetts Institute of Technology 1982 — 1986
SB, Materials Science and Engineering
Don Qualters Don Qualters's SunAmerica Asset Management Experience September 2004 - September 2014
Job Chief Distribution Officer, Partner at ResQ Investment Partners
Industry Investment Management
Experience
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
ResQ Investment Partners September 2014 - Present
SunAmerica Asset Management September 2004 - September 2014
UBS Financial Services 2000 - 2004
AG Edwards 1999 - 2000
Skills
Finance, Investments, Mutual Funds
Education
Miami University
Bachelor of Science (BS), Marketing
Dominic Vignola's SunAmerica Asset Management Experience July 2010 - April 2012
Job Investor
Industry Financial Services
Experience
Vignola May 2012 - Present
SunAmerica Asset Management July 2010 - April 2012
Mazur & Associates November 2008 - November 2009
BlackRock Financial May 2001 - January 2008
Deutsche Bank April 2000 - April 2001
Prudential Investments June 1992 - May 2000
Skills
Investments, Valuation, Portfolio Management, Equity Research, Mutual Funds, Investment Management, Emerging Markets, Analysis, Equities, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Asset Allocation, Financial Analysis, Private Equity, Equity Valuation, Investment Strategies, Securities, Fixed Income, Series 7, Investment Advisory
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance & Investments
City University of New York-College of Staten Island 1989 — 1995
BS, Accounting
Vignola May 2012 - Present
SunAmerica Asset Management July 2010 - April 2012
Mazur & Associates November 2008 - November 2009
BlackRock Financial May 2001 - January 2008
Deutsche Bank April 2000 - April 2001
Prudential Investments June 1992 - May 2000
Skills
Investments, Valuation, Portfolio Management, Equity Research, Mutual Funds, Investment Management, Emerging Markets, Analysis, Equities, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Asset Allocation, Financial Analysis, Private Equity, Equity Valuation, Investment Strategies, Securities, Fixed Income, Series 7, Investment Advisory
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance & Investments
City University of New York-College of Staten Island 1989 — 1995
BS, Accounting
Pat Mandola's SunAmerica Asset Management Experience 1993 - 1995
Job Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
Money Matters with Ken Moraif May 2013 - Present
Orr Financial Group March 2012 - May 2013
The Capital Financial Group/H. Beck, Inc. February 2007 - March 2012
Next Financial Group, Inc. 2005 - 2007
TD Waterhouse Institutional Services 2003 - 2005
AIG Royal Alliance 1995 - 2003
AIG SunAmerica 1993 - 2003
SunAmerica Asset Management 1993 - 1995
Skills
Series 63, Series 7, Wealth Management, Estate Planning, Retirement, Portfolio Management, Investments, Financial Services
Education
Marist College 1990 — 1993
BS, Business Administration/Finance
David Schiffman's SunAmerica Asset Management Experience 1989 - 1993
Job Senior Financial Strategist at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc August 2011 - Present
UBS Wealth Management 2005 - August 2011
The Pension Boards - United Church of Christ 2000 - 2005
GRE Insurance Group 1996 - 1999
Head Asset Management 1993 - 1996
SunAmerica Asset Management 1989 - 1993
Skills
Series 7, Securities, Hedge Funds, Equities, Alternative Investments, Series 63, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Investments, Trading, Bonds, Asset Allocation, Mutual Funds, Emerging Markets, High Yield, Structured Products, Asset Management
Education
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University 1984 — 1987
BA, Economics
First Empire Securities, Inc August 2011 - Present
UBS Wealth Management 2005 - August 2011
The Pension Boards - United Church of Christ 2000 - 2005
GRE Insurance Group 1996 - 1999
Head Asset Management 1993 - 1996
SunAmerica Asset Management 1989 - 1993
Skills
Series 7, Securities, Hedge Funds, Equities, Alternative Investments, Series 63, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Investments, Trading, Bonds, Asset Allocation, Mutual Funds, Emerging Markets, High Yield, Structured Products, Asset Management
Education
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University 1984 — 1987
BA, Economics
Ivette Tejeda-Little's SunAmerica Asset Management Experience April 1994 - January 2001
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2004 - Present
Park Avenue Securities, The Guardian January 2001 - September 2004
SunAmerica Asset Management April 1994 - January 2001
Education
Binghamton University - School of Management 1989 — 1993
Morgan Stanley Smith Barney 2004 - Present
Park Avenue Securities, The Guardian January 2001 - September 2004
SunAmerica Asset Management April 1994 - January 2001
Education
Binghamton University - School of Management 1989 — 1993
Ronald A. DiGiore Jr.'s SunAmerica Asset Management Experience October 2010 - Present
Job Regional Vice President at SunAmerica Asset Management
Industry Financial Services
Experience
SunAmerica Asset Management October 2010 - Present
SunAmerica Asset Management October 2007 - September 2010
Piper Jaffray & Co. 2000 - 2007
First Albany Corp. 1995 - 2000
Skills
Mutual Funds, 401k, Series 63, Retirement Planning, Series 7, Alternative Investments, Series 6, Retirement, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Financial Services, Equities, Investments
Education
Canisius College 1991 — 1995
BS, Finance
SunAmerica Asset Management October 2010 - Present
SunAmerica Asset Management October 2007 - September 2010
Piper Jaffray & Co. 2000 - 2007
First Albany Corp. 1995 - 2000
Skills
Mutual Funds, 401k, Series 63, Retirement Planning, Series 7, Alternative Investments, Series 6, Retirement, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Financial Services, Equities, Investments
Education
Canisius College 1991 — 1995
BS, Finance
Dylan Hirashiki's SunAmerica Asset Management Experience June 2004 - June 2008
Job Portfolio Analyst at SunAmerica Asset Management
Industry Investment Management
Experience
SunAmerica Asset Management June 2004 - June 2008
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, FINANCE
MBA
SunAmerica Asset Management June 2004 - June 2008
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, FINANCE
MBA
Judy Villa, SPHR's SunAmerica Asset Management Experience 1992 - 2005
Job Sr. Manager, Human Resources at Forest Laboratories
Industry Pharmaceuticals
Experience
Forest Research Institute, Subsidiary of Forest Laboratories Inc. August 2005 - January 2012
SunAmerica Asset Management 1992 - 2005
Dean Witter 1991 - 1992
Skills
Talent Management, Change Management, Strategic Planning, Employee Relations, Employee Benefits, Employee Engagement, Performance Management, Human Resources, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Forest Research Institute, Subsidiary of Forest Laboratories Inc. August 2005 - January 2012
SunAmerica Asset Management 1992 - 2005
Dean Witter 1991 - 1992
Skills
Talent Management, Change Management, Strategic Planning, Employee Relations, Employee Benefits, Employee Engagement, Performance Management, Human Resources, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Jake A. King, CSA's SunAmerica Asset Management Experience July 2007 - February 2009
Job Vice President, Intermediary Sales at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
SunAmerica Asset Management July 2007 - February 2009
Touchstone Investments 2004 - 2007
Conseco 1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment) 1999 - 2003
State Street Research 1995 - 1999
Education
Roanoke College 1989 — 1993
BA, Political Science
Charles Schwab August 2009 - Present
SunAmerica Asset Management July 2007 - February 2009
Touchstone Investments 2004 - 2007
Conseco 1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment) 1999 - 2003
State Street Research 1995 - 1999
Education
Roanoke College 1989 — 1993
BA, Political Science
Lissette Resnick's SunAmerica Asset Management Experience 1995 - 1998
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan October 1998 - Present
Julius Baer 2004 - 2004
SunAmerica Asset Management 1995 - 1998
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBS, Finance and Investments
JPMorgan October 1998 - Present
Julius Baer 2004 - 2004
SunAmerica Asset Management 1995 - 1998
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBS, Finance and Investments
Winifred Mullins's SunAmerica Asset Management Experience June 1997 - May 2001
Job Senior Legal Specialist, Project Manager at New York Life Investments
Industry Financial Services
Experience
New York Life Investments 2005 - Present
Prudential Financial May 2001 - October 2005
SunAmerica Asset Management June 1997 - May 2001
Skills
Mutual Funds, Variable Annuities, Financial Services, Series 6, Series 26, Asset Management, Securities, Securities Regulation, Insurance, Due Diligence, Corporate Governance, Equities, Investments
Education
Saint Peter's University
Bachelor of Science (BS), Economics and Finance
New York Life Investments 2005 - Present
Prudential Financial May 2001 - October 2005
SunAmerica Asset Management June 1997 - May 2001
Skills
Mutual Funds, Variable Annuities, Financial Services, Series 6, Series 26, Asset Management, Securities, Securities Regulation, Insurance, Due Diligence, Corporate Governance, Equities, Investments
Education
Saint Peter's University
Bachelor of Science (BS), Economics and Finance
Justin Cannizzaro's SunAmerica Asset Management Experience October 1996 - August 1999
Job Chief Compliance Officer
Industry Financial Services
Experience
Basswood Capital Management, LLC October 2011 - Present
Karsch Capital Management February 2010 - September 2011
Plainfield Asset Management November 2007 - February 2010
EACM Advisors LLC March 2001 - November 2007
Bank of America Commercial Finance September 1999 - January 2001
SunAmerica Asset Management October 1996 - August 1999
Skills
Investments, Mergers & Acquisitions, FINRA, Equity Trading, Securities Regulation, Asset Management, Equities, Private Equity, Hedge Funds, Series 7, Fund Of Funds, Investment Banking, Options, Alternative Investments, Mutual Funds, Due Diligence, Bloomberg, Series 24, ERISA, Securities, Fixed Income, Capital Markets, Financial Modeling, Investment Management, Corporate Finance
Education
Eastern Connecticut State University 1991 — 1996
BA, Economics
Basswood Capital Management, LLC October 2011 - Present
Karsch Capital Management February 2010 - September 2011
Plainfield Asset Management November 2007 - February 2010
EACM Advisors LLC March 2001 - November 2007
Bank of America Commercial Finance September 1999 - January 2001
SunAmerica Asset Management October 1996 - August 1999
Skills
Investments, Mergers & Acquisitions, FINRA, Equity Trading, Securities Regulation, Asset Management, Equities, Private Equity, Hedge Funds, Series 7, Fund Of Funds, Investment Banking, Options, Alternative Investments, Mutual Funds, Due Diligence, Bloomberg, Series 24, ERISA, Securities, Fixed Income, Capital Markets, Financial Modeling, Investment Management, Corporate Finance
Education
Eastern Connecticut State University 1991 — 1996
BA, Economics
Daniel Feit's SunAmerica Asset Management Experience June 2000 - January 2002
Job Mutual Fund Accounting Business Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
BNY Mellon August 2013 - Present
BNY Mellon Asset Servicing December 2006 - August 2013
The Northern Trust Company September 2010 - September 2011
BNY Mellon Asset Servicing December 2003 - December 2006
Bank of Bermuda May 2003 - October 2003
Citigroup Global Markets, Inc July 2002 - May 2003
SunAmerica Asset Management June 2000 - January 2002
Skills
Bloomberg, Finance, Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Securities
Education
University of Central Florida 2006 — 2009
masters, finance
Boston University 1996 — 2000
bachelors, accounting
Charles Dudley's SunAmerica Asset Management Experience 1990 - 1995
Job Managing Director, Private Placements at Allianz Investment Management, LLC.
Industry Financial Services
Experience
Allianz Investment Management, LLC. January 2013 - Present
Allianz of America, Inc. April 2011 - December 2012
Allianz of America, Inc. June 1998 - April 2011
Fortis Securities 1995 - 1998
SunAmerica Asset Management 1990 - 1995
SunAmerica Asset Management (Integrated Resources) 1988 - 1989
Stockbridge Partners 1988 - 1988
Value Line 1987 - 1988
Skills
High Yield, Asset Managment, Valuation, Private Placements, Credit, Credit Analysis, Alternative Investments, Investments, Financial Analysis, Fixed Income, Risk Management, Financial Services, Securities, Asset Allocation, Trading, Asset Management, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investment Management
Education
Georgetown University Law Center 1983 — 1986
Juris Doctor (J.D.)
Yale University 1977 — 1981
Bachelor of Arts (BA), History
Allianz Investment Management, LLC. January 2013 - Present
Allianz of America, Inc. April 2011 - December 2012
Allianz of America, Inc. June 1998 - April 2011
Fortis Securities 1995 - 1998
SunAmerica Asset Management 1990 - 1995
SunAmerica Asset Management (Integrated Resources) 1988 - 1989
Stockbridge Partners 1988 - 1988
Value Line 1987 - 1988
Skills
High Yield, Asset Managment, Valuation, Private Placements, Credit, Credit Analysis, Alternative Investments, Investments, Financial Analysis, Fixed Income, Risk Management, Financial Services, Securities, Asset Allocation, Trading, Asset Management, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investment Management
Education
Georgetown University Law Center 1983 — 1986
Juris Doctor (J.D.)
Yale University 1977 — 1981
Bachelor of Arts (BA), History
Brian Wiese's SunAmerica Asset Management Experience January 1996 - March 2006
Job Sr. Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2006 - Present
SunAmerica Asset Management January 1996 - March 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Mutual Funds, Asset Management, Securities, Trading, Investment Strategies, Financial Markets
Education
Fairfield University
Master's degree, Finance, General
Fairfield University 1991 — 1995
Bachelor's degree, Economics
Chaminade High School
BNY Mellon March 2006 - Present
SunAmerica Asset Management January 1996 - March 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Mutual Funds, Asset Management, Securities, Trading, Investment Strategies, Financial Markets
Education
Fairfield University
Master's degree, Finance, General
Fairfield University 1991 — 1995
Bachelor's degree, Economics
Chaminade High School
Nicholas Pisciotti's SunAmerica Asset Management Experience August 1995 - March 1996
Job Investor at JP Morgan Chase Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance
JP Morgan Private Bank January 2014 - Present
Briarly & Greenridge Capital September 2012 - January 2014
JP Morgan - Corporate & Investment Bank January 2013 - November 2013
JP Morgan Asset Mgmt July 2009 - September 2012
Newland Capital Mgmt. LLC May 2008 - July 2009
OppenheimerFunds May 2005 - May 2008
ING Nederland April 2002 - May 2005
Deutsche Bank October 1996 - April 2002
SunAmerica Asset Management August 1995 - March 1996
Skills
Equity Research, Strategy, Equities, Investment Management, Financial Modeling, Equity Valuation, Financial Analysis, Valuation, Bloomberg, Portfolio Management, Industry Analysis, Hedge Funds, Mutual Funds, Industrials, Analysis, Competitive Analysis, Managerial Skills, Materials, Energy, Research, Aerospace & Defense, Stock Selection, Macro Analysis, Quantitative Investing, Economic Research, Quantitative Investment..., Behavioral Finance, Balance Sheet, P&L Analysis, Cash Flow Statements, Microsoft Excel, Series 7, Series 63, Industrial Sector, Financial Markets, Stock Picking
Education
Manhattan College
Bachelor of Science, Finance
Christina Hartnett's SunAmerica Asset Management Experience 1995 - 1997
Job Project Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Site Manager, Shelton office, Mutual Funds divisionAmerican Skandia/Prudential Financial2002 - 2005
American Skandia 2000 - 2002
American Skandia 1998 - 2000
PaineWebber Inc 1997 - 1998
SunAmerica Asset Management 1995 - 1997
Skills
Series 26 licensed, Series 6 licensed, Strategic Planning, Strategic Financial..., Investments, Mutual Funds, Sales, Leadership, Series 6, Business Development, Relationship Management, Asset Allocation, Finance, Financial Planning, Series 63
Education
Southern Connecticut State University 1990 — 1994
bs, Business Administration and Management, General
Prudential Financial Site Manager, Shelton office, Mutual Funds divisionAmerican Skandia/Prudential Financial2002 - 2005
American Skandia 2000 - 2002
American Skandia 1998 - 2000
PaineWebber Inc 1997 - 1998
SunAmerica Asset Management 1995 - 1997
Skills
Series 26 licensed, Series 6 licensed, Strategic Planning, Strategic Financial..., Investments, Mutual Funds, Sales, Leadership, Series 6, Business Development, Relationship Management, Asset Allocation, Finance, Financial Planning, Series 63
Education
Southern Connecticut State University 1990 — 1994
bs, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY