The Bogdahn Group
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The Bogdahn Group Employees
Employee
Years
Job
Industry
Brett Hazen Brett Hazen's The Bogdahn Group Experience September 2012 - September 2013
Job Sr. Investment Professional
Industry Investment Management
Experience
Self Employed January 2014 - Present
The Bogdahn Group September 2012 - September 2013
Segal Rogerscasey October 2006 - August 2012
Portfolio Analytics August 2000 - September 2006
MajorBrokerage Firms December 1988 - July 2000
Skills
Asset Allocation, Defined Benefit, Asset Managment, Investments, Pensions, Portfolio Management, Pension Funds, 401k, Alternative Investments, Investment Strategies, Hedge Funds, Fixed Income, Equities, Financial Modeling, Investment Advisory, Capital Markets, Private Equity, Bloomberg, Derivatives, Equity Derivatives, Securities, Emerging Markets, Bonds, Due Diligence, Structured Finance, Commodity, Institutional..., Valuation, Mutual Funds, Investment Management, Retirement, Defined Contribution, Financial Analysis, Asset Management, Equity Research, FINRA, Financial Services, Risk Management, Management, Fund Of Funds, Venture Capital
Education
Northwood University
Bachelor of Business Administration (BBA)
University of Detroit Mercy
Master of Business Administration (MBA)
Self Employed January 2014 - Present
The Bogdahn Group September 2012 - September 2013
Segal Rogerscasey October 2006 - August 2012
Portfolio Analytics August 2000 - September 2006
MajorBrokerage Firms December 1988 - July 2000
Skills
Asset Allocation, Defined Benefit, Asset Managment, Investments, Pensions, Portfolio Management, Pension Funds, 401k, Alternative Investments, Investment Strategies, Hedge Funds, Fixed Income, Equities, Financial Modeling, Investment Advisory, Capital Markets, Private Equity, Bloomberg, Derivatives, Equity Derivatives, Securities, Emerging Markets, Bonds, Due Diligence, Structured Finance, Commodity, Institutional..., Valuation, Mutual Funds, Investment Management, Retirement, Defined Contribution, Financial Analysis, Asset Management, Equity Research, FINRA, Financial Services, Risk Management, Management, Fund Of Funds, Venture Capital
Education
Northwood University
Bachelor of Business Administration (BBA)
University of Detroit Mercy
Master of Business Administration (MBA)
Jacob Peacock's The Bogdahn Group Experience January 2015 - Present
Job Head of Retirement Solutions at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2015 - Present
The Bogdahn Group February 2012 - Present
Mercer Human Resource Consulting February 2010 - December 2011
Wachovia Retirement Services April 2008 - February 2010
Wachovia Retirement Services July 2006 - April 2008
Wachovia Retirement Services June 2003 - June 2006
The Church of Jesus Christ of Latter-day Saints December 1997 - January 2000
Skills
New Business Development, Negotiation, 401k, Relationship Management, Defined Contribution, Public Speaking, Microsoft Office, Retirement, Business Strategy, Employee Benefits, Customer Relations
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
Bachelor, Marketing
The Bogdahn Group January 2015 - Present
The Bogdahn Group February 2012 - Present
Mercer Human Resource Consulting February 2010 - December 2011
Wachovia Retirement Services April 2008 - February 2010
Wachovia Retirement Services July 2006 - April 2008
Wachovia Retirement Services June 2003 - June 2006
The Church of Jesus Christ of Latter-day Saints December 1997 - January 2000
Skills
New Business Development, Negotiation, 401k, Relationship Management, Defined Contribution, Public Speaking, Microsoft Office, Retirement, Business Strategy, Employee Benefits, Customer Relations
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 2000 — 2003
Bachelor, Marketing
Yoon Lee's The Bogdahn Group Experience August 2014 - Present
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
Evan Scussel, CFA's The Bogdahn Group Experience January 2014 - Present
Job Head of Traditional Manager Research at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group January 2014 - Present
The Bogdahn Group September 2012 - Present
Mercer September 2007 - September 2012
Prudential Financial June 2003 - September 2007
CIGNA 2003 - 2004
Education
The University of Connecticut School of Business 2005 — 2011
MBA, Finance
University of Rhode Island 1990 — 1993
Bachelor of Arts, Economics
Wethersfield High School 1986 — 1989
The Bogdahn Group January 2014 - Present
The Bogdahn Group September 2012 - Present
Mercer September 2007 - September 2012
Prudential Financial June 2003 - September 2007
CIGNA 2003 - 2004
Education
The University of Connecticut School of Business 2005 — 2011
MBA, Finance
University of Rhode Island 1990 — 1993
Bachelor of Arts, Economics
Wethersfield High School 1986 — 1989
Jennifer Gainfort's The Bogdahn Group Experience March 2015 - Present
Job Performance Associate at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group March 2015 - Present
ICC Capital Management February 2013 - March 2015
Longhorn Steakhouse March 2011 - February 2014
University of Central Florida May 2008 - December 2012
UCF/Lockheed Martin May 2012 - October 2012
Skills
Finance, Leadership, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Teamwork, Facebook, Social Networking, Marketing, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance
The Bogdahn Group March 2015 - Present
ICC Capital Management February 2013 - March 2015
Longhorn Steakhouse March 2011 - February 2014
University of Central Florida May 2008 - December 2012
UCF/Lockheed Martin May 2012 - October 2012
Skills
Finance, Leadership, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Teamwork, Facebook, Social Networking, Marketing, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance
Christopher Herbert's The Bogdahn Group Experience January 2014 - Present
Job Performance Analyst at The Bogdahn Group
Industry Events Services
Experience
The Bogdahn Group January 2014 - Present
Buchannon Entertainment August 2010 - Present
IBM May 2010 - August 2010
Skills
Event Planning, Social Media, Social Networking, Social Media Marketing, Research, Microsoft Office, Market Research, Marketing, Business Development, Business Strategy, Spanish, PowerPoint, Public Relations, Strategic Planning, Sales, International Relations, Event, Microsoft Excel, Public Speaking
Education
Rollins College 2009 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
The Bogdahn Group January 2014 - Present
Buchannon Entertainment August 2010 - Present
IBM May 2010 - August 2010
Skills
Event Planning, Social Media, Social Networking, Social Media Marketing, Research, Microsoft Office, Market Research, Marketing, Business Development, Business Strategy, Spanish, PowerPoint, Public Relations, Strategic Planning, Sales, International Relations, Event, Microsoft Excel, Public Speaking
Education
Rollins College 2009 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
S. Brooke Wilson, CRPC®'s The Bogdahn Group Experience May 2010 - May 2011
Job Group Project Specialist at The Bailey Group
Industry Financial Services
Experience
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
Ed Chip Wooten Ed Chip Wooten's The Bogdahn Group Experience April 2012 - January 2014
Job Capital Markets at CBRE
Industry Commercial Real Estate
Experience
CBRE January 2014 - Present
The Bogdahn Group April 2012 - January 2014
The Bogdahn Group March 2009 - April 2012
DiMeo Schneider & Associates, LLC June 2007 - February 2009
Skills
Investment Properties, Commercial Real Estate..., Institutional..., Alternative Investments, Asset Allocation, Investments, Hedge Funds, Investment Advisory, Defined Benefit, Pension Funds, New Business Development, Investment Research, Defined Contribution, Equities, Mutual Funds, Asset Management, Fixed Income, Real Estate Investment..., Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate...
Education
University of Central Florida - College of Business Administration 2003 — 2006
Bachelor of Science in Business Administration, Finance
CBRE January 2014 - Present
The Bogdahn Group April 2012 - January 2014
The Bogdahn Group March 2009 - April 2012
DiMeo Schneider & Associates, LLC June 2007 - February 2009
Skills
Investment Properties, Commercial Real Estate..., Institutional..., Alternative Investments, Asset Allocation, Investments, Hedge Funds, Investment Advisory, Defined Benefit, Pension Funds, New Business Development, Investment Research, Defined Contribution, Equities, Mutual Funds, Asset Management, Fixed Income, Real Estate Investment..., Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate...
Education
University of Central Florida - College of Business Administration 2003 — 2006
Bachelor of Science in Business Administration, Finance
Nicholas Rowlands's The Bogdahn Group Experience September 2014 - Present
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group September 2014 - Present
The Bogdahn Group September 2012 - Present
Rollins College August 2008 - May 2012
Bayliss Luxury Bathrooms Ltd June 2011 - August 2011
Streetly Lawn Tennis Club May 2011 - August 2011
Clearlight Electrical ltd June 2008 - August 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Public Speaking, Customer Service, Sales, Data Analysis, Financial Analysis, Research, Analysis, Financial Modeling, Market Research, Microsoft Word, Investments, Social Media
Education
Rollins College 2008 — 2012
Bachelor's degree, Economics, Alumni
Arthur Terry, UK 2001 — 2006
The Bogdahn Group September 2014 - Present
The Bogdahn Group September 2012 - Present
Rollins College August 2008 - May 2012
Bayliss Luxury Bathrooms Ltd June 2011 - August 2011
Streetly Lawn Tennis Club May 2011 - August 2011
Clearlight Electrical ltd June 2008 - August 2008
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Microsoft Excel, Public Speaking, Customer Service, Sales, Data Analysis, Financial Analysis, Research, Analysis, Financial Modeling, Market Research, Microsoft Word, Investments, Social Media
Education
Rollins College 2008 — 2012
Bachelor's degree, Economics, Alumni
Arthur Terry, UK 2001 — 2006
Alexander Källebo, CFA's The Bogdahn Group Experience May 2008 - July 2011
Job VP Head of Traditional Investments Group at U.S. Bank Wealth Management Private Client Reserve
Industry Investment Management
Experience
U.S. Bank - Wealth Management - Private Client Reserve August 2011 - Present
The Bogdahn Group May 2008 - July 2011
CFA Society of Orlando June 2009 - June 2011
LAMCO Advisory Services, Inc. 2006 - 2008
Hughes Supply, Inc. – Fortune 500 Company April 2005 - April 2006
CFA Society of Sweden June 2002 - June 2004
CFSE Wealth Management, Inc. October 1998 - November 2001
Harris Corporation – Fortune 500 Company January 1997 - September 1998
Skills
Alternative Investments, Relationship Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Investment Management..., Institutional..., Organizational..., Strategic Leadership, Due Diligence, Management, Qualitative Research, Wealth Management, Separately Managed..., Manager Selection, Institutional Consulting, Broker-Dealer, MLP, Asset Management, Private Equity, Investment Banking, Retirement Planning, Bloomberg, Equities, Model Portfolios, Research, Investment Strategies, Options, Finance, Capital Markets, Securities, Financial Services, Investment Advisory, Risk Management
Education
CAIA Association (Chartered Alternative Investment Analyst) 2010 — 2011
CAIA-Level II Candidate, Alternative Investments
CFA Institute 1998 — 2001
CFA Charterholder
University of Central Florida 1992 — 1996
Bachelor of Science (B.S.), Finance, Suma Cum Laude
U.S. Bank - Wealth Management - Private Client Reserve August 2011 - Present
The Bogdahn Group May 2008 - July 2011
CFA Society of Orlando June 2009 - June 2011
LAMCO Advisory Services, Inc. 2006 - 2008
Hughes Supply, Inc. – Fortune 500 Company April 2005 - April 2006
CFA Society of Sweden June 2002 - June 2004
CFSE Wealth Management, Inc. October 1998 - November 2001
Harris Corporation – Fortune 500 Company January 1997 - September 1998
Skills
Alternative Investments, Relationship Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Investment Management..., Institutional..., Organizational..., Strategic Leadership, Due Diligence, Management, Qualitative Research, Wealth Management, Separately Managed..., Manager Selection, Institutional Consulting, Broker-Dealer, MLP, Asset Management, Private Equity, Investment Banking, Retirement Planning, Bloomberg, Equities, Model Portfolios, Research, Investment Strategies, Options, Finance, Capital Markets, Securities, Financial Services, Investment Advisory, Risk Management
Education
CAIA Association (Chartered Alternative Investment Analyst) 2010 — 2011
CAIA-Level II Candidate, Alternative Investments
CFA Institute 1998 — 2001
CFA Charterholder
University of Central Florida 1992 — 1996
Bachelor of Science (B.S.), Finance, Suma Cum Laude
Robert Tyler Grumbles, CFA, CIPM's The Bogdahn Group Experience June 2012 - Present
Job Investment Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group June 2012 - Present
Starwood Vacation Ownership July 2011 - May 2012
The Bogdahn Group August 2007 - June 2011
Tau Kappa Epsilon Fraternity December 2005 - May 2010
Raised Standards Training Group International January 2006 - January 2006
Tau Kappa Epsilon Fraternity October 2001 - October 2001
Skills
Financial Planning, Portfolio Management, Economics, Asset Allocation, Financial Analysis, Excel, Strategic Planning, Analysis, Research, Customer Relations, Public Speaking, Investments, Financial Modeling, Non-profits, Strategic Financial..., Customer Service, Nonprofits, Microsoft Excel, Leadership, Alternative Investments, Budgets, Equities, Finance, Asset Management, Investment Management, Fixed Income, Mutual Funds
Education
CFA Institute 2007 — 2011
Charterholder, N/A
CFA Institute 2008 — 2009
Cerfiticate in Investment Performance Measurement, N/A
University of Central Florida - College of Business Administration 2006 — 2007
BSBA, Finance
University of Central Florida 2001 — 2005
BA, Political Science
Woodward Academy 1998 — 2001
H.S. Diploma, N/A
The Bogdahn Group June 2012 - Present
Starwood Vacation Ownership July 2011 - May 2012
The Bogdahn Group August 2007 - June 2011
Tau Kappa Epsilon Fraternity December 2005 - May 2010
Raised Standards Training Group International January 2006 - January 2006
Tau Kappa Epsilon Fraternity October 2001 - October 2001
Skills
Financial Planning, Portfolio Management, Economics, Asset Allocation, Financial Analysis, Excel, Strategic Planning, Analysis, Research, Customer Relations, Public Speaking, Investments, Financial Modeling, Non-profits, Strategic Financial..., Customer Service, Nonprofits, Microsoft Excel, Leadership, Alternative Investments, Budgets, Equities, Finance, Asset Management, Investment Management, Fixed Income, Mutual Funds
Education
CFA Institute 2007 — 2011
Charterholder, N/A
CFA Institute 2008 — 2009
Cerfiticate in Investment Performance Measurement, N/A
University of Central Florida - College of Business Administration 2006 — 2007
BSBA, Finance
University of Central Florida 2001 — 2005
BA, Political Science
Woodward Academy 1998 — 2001
H.S. Diploma, N/A
Robert Mills, CAIA's The Bogdahn Group Experience September 2015 - Present
Job Research Analyst at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
The Bogdahn Group September 2015 - Present
Advance Capital Management, Inc. March 2015 - September 2015
Asset Strategies Portfolio Services, Inc.U March 2010 - March 2015
Comerica Bank June 2003 - February 2008
Raymond James 2001 - 2002
Skills
Alternative Investments, Asset Allocation, Due Diligence, Capital Markets, Fund Of Funds, Real Estate, Private Equity, Hedge Funds, Investment Management, Investments, Portfolio Management, Investment Strategies
Education
Oakland University 1996 — 1998
Bachelor of Science, Finance
Darlene Malaney, CIMA®'s The Bogdahn Group Experience August 2007 - January 2011
Job Director, Finance Services at Clerk & Comptroller, Palm Beach County
Industry Government Administration
Experience
Clerk & Comptroller, Palm Beach County January 2012 - Present
FiduciaryFirst January 2011 - January 2012
The Bogdahn Group August 2007 - January 2011
Citizens Property Insurance May 2006 - August 2007
Florida League of Cities October 2001 - May 2006
Marriott Vacation Club International 2000 - 2001
Florida League of Cities June 1997 - October 2000
Skills
Financial Analysis, Strategic Planning, Investments, Alternative Investments, Retirement Planning, Employee Benefits, Insurance, Investment Advisory, Public Speaking, Banking, Financial Services, Investment Management, Securities, Financial Reporting, Capital Markets, Asset Allocation, Cash Management, Mutual Funds, 401k, Finance, Policy
Education
Florida State University - College of Business
BS, Finance
Clerk & Comptroller, Palm Beach County January 2012 - Present
FiduciaryFirst January 2011 - January 2012
The Bogdahn Group August 2007 - January 2011
Citizens Property Insurance May 2006 - August 2007
Florida League of Cities October 2001 - May 2006
Marriott Vacation Club International 2000 - 2001
Florida League of Cities June 1997 - October 2000
Skills
Financial Analysis, Strategic Planning, Investments, Alternative Investments, Retirement Planning, Employee Benefits, Insurance, Investment Advisory, Public Speaking, Banking, Financial Services, Investment Management, Securities, Financial Reporting, Capital Markets, Asset Allocation, Cash Management, Mutual Funds, 401k, Finance, Policy
Education
Florida State University - College of Business
BS, Finance
Jamie Utt's The Bogdahn Group Experience May 2015 - Present
Job Systems Administrator at The Bogdahn Group
Industry Information Technology and Services
Experience
The Bogdahn Group May 2015 - Present
Seminole County Public Schools August 2010 - May 2015
Skills
Information Technology, Windows Server, Active Directory, Group Policy, VMware, Network Administration, DHCP, Wireless Networking, Troubleshooting, Technical Support, Customer Service, Problem Solving, Project Management, Leadership, Microsoft Windows, Microsoft Office, Office 365, Windows 7, Mac OS, OS X, Apple iOS, Dell KACE, Software Deployment
Education
Seminole State College of Florida 2010 — 2014
Bachelor of Science (B.S.), Information Systems Technology
Crooms Academy of Information Technology 2006 — 2010
High School Diploma
The Bogdahn Group May 2015 - Present
Seminole County Public Schools August 2010 - May 2015
Skills
Information Technology, Windows Server, Active Directory, Group Policy, VMware, Network Administration, DHCP, Wireless Networking, Troubleshooting, Technical Support, Customer Service, Problem Solving, Project Management, Leadership, Microsoft Windows, Microsoft Office, Office 365, Windows 7, Mac OS, OS X, Apple iOS, Dell KACE, Software Deployment
Education
Seminole State College of Florida 2010 — 2014
Bachelor of Science (B.S.), Information Systems Technology
Crooms Academy of Information Technology 2006 — 2010
High School Diploma
Justin T. Bennett Justin T. Bennett's The Bogdahn Group Experience January 2015 - Present
Job Research Analyst at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2015 - Present
CapTrust Advisors, LLC June 2013 - December 2014
Morgan Stanley December 2010 - June 2013
Morgan Stanley October 2006 - June 2009
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
The Bogdahn Group January 2015 - Present
CapTrust Advisors, LLC June 2013 - December 2014
Morgan Stanley December 2010 - June 2013
Morgan Stanley October 2006 - June 2009
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
Lisa Sterling, CFA's The Bogdahn Group Experience 2007 - 2009
Job Market Risk Analyst
Industry Banking
Experience
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
John Rodak's The Bogdahn Group Experience January 2011 - Present
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2011 - Present
D.A. Hudson & Associates January 1995 - December 2010
Skills
Pensions, Financial Services, Asset Allocation, Investments, Management, Microsoft Excel, Financial Markets, Due Diligence, Mutual Funds, Wealth Management, Mergers & Acquisitions, Finance
Education
Cleveland State University 1990 — 1992
Bachelor of Arts (B.A.), Mathematics
John Carroll University
The Bogdahn Group January 2011 - Present
D.A. Hudson & Associates January 1995 - December 2010
Skills
Pensions, Financial Services, Asset Allocation, Investments, Management, Microsoft Excel, Financial Markets, Due Diligence, Mutual Funds, Wealth Management, Mergers & Acquisitions, Finance
Education
Cleveland State University 1990 — 1992
Bachelor of Arts (B.A.), Mathematics
John Carroll University
Misha Bell, MBA's The Bogdahn Group Experience October 2012 - Present
Job Internal Consultant at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group October 2012 - Present
The Bogdahn Group 2009 - October 2012
University of Central Florida Foundation 2007 - 2009
University of Central Florida 2007 - 2007
University of Central Florida 2006 - 2007
Skills
Portfolio Management, Research, Finance, Financial Reporting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Asset Management, Microsoft Excel, Analysis, Asset Allocation, Strategic Planning, Mutual Funds
Education
University of Central Florida
Masters, MBA
University of Central Florida
BS, Biology
The Bogdahn Group October 2012 - Present
The Bogdahn Group 2009 - October 2012
University of Central Florida Foundation 2007 - 2009
University of Central Florida 2007 - 2007
University of Central Florida 2006 - 2007
Skills
Portfolio Management, Research, Finance, Financial Reporting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Asset Management, Microsoft Excel, Analysis, Asset Allocation, Strategic Planning, Mutual Funds
Education
University of Central Florida
Masters, MBA
University of Central Florida
BS, Biology
Kimberly Goodearl's The Bogdahn Group Experience February 2014 - Present
Job Marketing at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group February 2014 - Present
SunTrust November 1998 - February 2014
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Investment Management, Asset Managment, Wealth Management..., Investment Advisory, High Net Worth..., Mutual Funds
Education
University of Central Florida 1990 — 1994
Bachelor of Science (BS), Finance
The Bogdahn Group February 2014 - Present
SunTrust November 1998 - February 2014
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Investment Management, Asset Managment, Wealth Management..., Investment Advisory, High Net Worth..., Mutual Funds
Education
University of Central Florida 1990 — 1994
Bachelor of Science (BS), Finance
Kim (Conner) Spurlin's The Bogdahn Group Experience 2013 - Present
Job CFO at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group 2013 - Present
Servant Investments, LLC February 2007 - Present
CFO Strategic Partners 2005 - 2007
James Moore & Company 2000 - 2005
Aurther Andersen 1997 - 2000
Skills
Financial Analysis, Due Diligence, Auditing, Management, Financial Accounting, Performance Management, Financial Reporting, Accounting, CPA, Budgets, Mergers & Acquisitions, Business Strategy, Finance, Internal Controls, Financial Modeling, Sarbanes-Oxley Act
Education
University of Central Florida 1998 — 2000
Master of Business Administration (M.B.A.), Specialization in Accounting, Magna Cum Laude
Florida State University 1994 — 1997
Bachelors, Accounting, Magna Cum Laude
The Bogdahn Group 2013 - Present
Servant Investments, LLC February 2007 - Present
CFO Strategic Partners 2005 - 2007
James Moore & Company 2000 - 2005
Aurther Andersen 1997 - 2000
Skills
Financial Analysis, Due Diligence, Auditing, Management, Financial Accounting, Performance Management, Financial Reporting, Accounting, CPA, Budgets, Mergers & Acquisitions, Business Strategy, Finance, Internal Controls, Financial Modeling, Sarbanes-Oxley Act
Education
University of Central Florida 1998 — 2000
Master of Business Administration (M.B.A.), Specialization in Accounting, Magna Cum Laude
Florida State University 1994 — 1997
Bachelors, Accounting, Magna Cum Laude
Julie Baker, CFA's The Bogdahn Group Experience April 2011 - Present
Job Research Analyst at The Bogdahn Group
Industry Investment Management
Experience
The Bogdahn Group April 2011 - Present
UFICO January 2005 - November 2010
Hewitt Associates February 1997 - January 2005
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
University of Florida
The Bogdahn Group April 2011 - Present
UFICO January 2005 - November 2010
Hewitt Associates February 1997 - January 2005
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
University of Florida
Kimberly Hummel's The Bogdahn Group Experience January 2014 - Present
Job Performance Analyst at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2014 - Present
Becker, Burke Associates April 2010 - January 2014
zpd+a October 2006 - August 2008
IntraHealth International June 2005 - March 2006
BroadwaySeriesSouth 2003 - 2006
Lineberry Architectural Group October 1992 - June 2005
Skills
Project Management, Microsoft Excel, Data Analysis, Program Management, Research
Education
University of North Carolina at Charlotte 1987 — 1992
BA in Architecture, Architecture/Theater
The Bogdahn Group January 2014 - Present
Becker, Burke Associates April 2010 - January 2014
zpd+a October 2006 - August 2008
IntraHealth International June 2005 - March 2006
BroadwaySeriesSouth 2003 - 2006
Lineberry Architectural Group October 1992 - June 2005
Skills
Project Management, Microsoft Excel, Data Analysis, Program Management, Research
Education
University of North Carolina at Charlotte 1987 — 1992
BA in Architecture, Architecture/Theater
Ian Jones's The Bogdahn Group Experience July 2014 - Present
Job Senior Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group July 2014 - Present
Skills
Asset Allocation, Pensions, Hedge Funds, Fixed Income, Equities, Investment Management, Investments, Series 7, Pension Funds, Investment Strategies, Asset Management, Retirement, Institutional..., Bloomberg, Fund Of Funds, Portfolio Management, Investment Advisory, 401k, Private Equity, Mutual Funds, Financial Services, Capital Markets, Securities, Wealth Management, Series 63, Bonds
Education
Cornell University 1981 — 1984
Bachelor of Science (BS)
The Bogdahn Group July 2014 - Present
Skills
Asset Allocation, Pensions, Hedge Funds, Fixed Income, Equities, Investment Management, Investments, Series 7, Pension Funds, Investment Strategies, Asset Management, Retirement, Institutional..., Bloomberg, Fund Of Funds, Portfolio Management, Investment Advisory, 401k, Private Equity, Mutual Funds, Financial Services, Capital Markets, Securities, Wealth Management, Series 63, Bonds
Education
Cornell University 1981 — 1984
Bachelor of Science (BS)
Richard Holbein's The Bogdahn Group Experience April 2010 - Present
Job Senior Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group April 2010 - Present
Holbein Associates January 1986 - September 2011
Skills
Alternative Investments, Strategic Planning, Investments, Financial Modeling, Portfolio Management, Pensions, Fixed Income, Asset Management, Retirement, Employee Benefits, Solution Architecture, Defined Benefit, Valuation, Financial Analysis, Asset Allocation, Analysis, Enterprise Architecture, Investment Advisory, Hedge Funds
Education
American University 1970 — 1972
MBA, Finance, cum laude
Vanderbilt University 1961 — 1965
BA, Physics
The Bogdahn Group April 2010 - Present
Holbein Associates January 1986 - September 2011
Skills
Alternative Investments, Strategic Planning, Investments, Financial Modeling, Portfolio Management, Pensions, Fixed Income, Asset Management, Retirement, Employee Benefits, Solution Architecture, Defined Benefit, Valuation, Financial Analysis, Asset Allocation, Analysis, Enterprise Architecture, Investment Advisory, Hedge Funds
Education
American University 1970 — 1972
MBA, Finance, cum laude
Vanderbilt University 1961 — 1965
BA, Physics
T. Christopher Pipich, CFA's The Bogdahn Group Experience January 2015 - Present
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2015 - Present
Raulin Inc October 2008 - December 2014
Skills
Financial Analysis, Asset Management, Strategic Financial..., Financial Modeling, Asset Allocation, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Investment Management
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services
The Bogdahn Group January 2015 - Present
Raulin Inc October 2008 - December 2014
Skills
Financial Analysis, Asset Management, Strategic Financial..., Financial Modeling, Asset Allocation, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Investment Management
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Bachelor of Science (BS), Finance and Financial Management Services