Transamerica Asset Management
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Transamerica Asset Management Employees
Employee
Years
Job
Industry
Irma Cresta Irma Cresta's Transamerica Asset Management Experience 2011 - March 2013
Job Senior Financial Analyst
Industry Financial Services
Experience
MetLife March 2013 - Present
Transamerica Asset Management 2011 - March 2013
Fidelity Investments April 2006 - May 2011
Fidelity Investments October 2003 - April 2006
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Fund Administration, Financial Reporting, Financial Risk, Portfolio Performance..., Fact Sheets, Fund Commentaries, Risk Assessment, Finance, Investment Performance, Asset Managment, Confluence, Bloomberg Terminal, Morningstar, FACT, AS400 system, GPWS, Customer Service, Investments, Securities, Derivatives, Asset Allocation, Fixed Income, US GAAP, Equities, ETFs, Access, Bloomberg, Fund Of Funds, Financial Modeling, Auditing
Education
University of South Florida 1998 — 2002
Bachelor of Science (BS), Management Information Systems (MIS)
MetLife March 2013 - Present
Transamerica Asset Management 2011 - March 2013
Fidelity Investments April 2006 - May 2011
Fidelity Investments October 2003 - April 2006
Skills
Mutual Funds, Financial Analysis, Fund Accounting, Fund Administration, Financial Reporting, Financial Risk, Portfolio Performance..., Fact Sheets, Fund Commentaries, Risk Assessment, Finance, Investment Performance, Asset Managment, Confluence, Bloomberg Terminal, Morningstar, FACT, AS400 system, GPWS, Customer Service, Investments, Securities, Derivatives, Asset Allocation, Fixed Income, US GAAP, Equities, ETFs, Access, Bloomberg, Fund Of Funds, Financial Modeling, Auditing
Education
University of South Florida 1998 — 2002
Bachelor of Science (BS), Management Information Systems (MIS)
Tim Galbraith Tim Galbraith's Transamerica Asset Management Experience March 2012 - Present
Job Senior Vice President, Chief Investment Officer Alternatives at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management March 2012 - Present
Morningstar November 2009 - March 2012
Bear Stearns Asset Management April 2001 - September 2009
Concrete Media 2000 - 2001
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Claremont McKenna College 1983 — 1987
BA, Politics, Philosophy & Economics
Transamerica Asset Management March 2012 - Present
Morningstar November 2009 - March 2012
Bear Stearns Asset Management April 2001 - September 2009
Concrete Media 2000 - 2001
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Claremont McKenna College 1983 — 1987
BA, Politics, Philosophy & Economics
Korisa Kulda Korisa Kulda's Transamerica Asset Management Experience April 2012 - February 2013
Job Supervisory Principal at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. February 2013 - July 2015
Transamerica Asset Management April 2012 - February 2013
Prudential Financial March 2011 - March 2012
Prudential Financial August 2009 - March 2011
Skills
Series 7, Securities, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Finance, Equities, Financial Services, FINRA, Accounting, Asset Allocation, Financial Planning, Insurance
Education
University of Pittsburgh 2005 — 2009
Bachelor's degree, Finance and Marketing
Tina Gibson Tina Gibson's Transamerica Asset Management Experience July 2013 - July 2014
Job Mutual Fund Specialist
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
CCS Medical October 2014 - January 2015
Transamerica Asset Management July 2013 - July 2014
Transamerica Asset Management Inc. June 2008 - January 2013
Transamerica Fund Services February 2007 - June 2008
Transamerica Mutual Funds August 2003 - February 2007
Transamerica Mutual Funds Formally IDEX Mutual Funds October 2000 - August 2003
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Microsoft Word, Insurance, Access, Life Insurance, Financial Analysis, Mutual Funds, Analysis, Microsoft Excel, Process Improvement, Business Analysis, Investments, Retirement Planning, Finance, FINRA, Leadership, Bloomberg, Visio, Asset Allocation, Team Building, Financial Services, Management, Financial Modeling, Team Leadership, Investment Management, Series 63, Strategic Planning, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Reporting, Risk Management, Training, PowerPoint, Series 6, Data Analysis, 401k, Accounting, Relationship Management, Bloomberg Terminal, Equities, Hedge Funds
Education
St. Petersburg College 2010 — 2014
Business Administration and Management, General
Raymond James Financial Inc. January 2015 - Present
CCS Medical October 2014 - January 2015
Transamerica Asset Management July 2013 - July 2014
Transamerica Asset Management Inc. June 2008 - January 2013
Transamerica Fund Services February 2007 - June 2008
Transamerica Mutual Funds August 2003 - February 2007
Transamerica Mutual Funds Formally IDEX Mutual Funds October 2000 - August 2003
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Microsoft Word, Insurance, Access, Life Insurance, Financial Analysis, Mutual Funds, Analysis, Microsoft Excel, Process Improvement, Business Analysis, Investments, Retirement Planning, Finance, FINRA, Leadership, Bloomberg, Visio, Asset Allocation, Team Building, Financial Services, Management, Financial Modeling, Team Leadership, Investment Management, Series 63, Strategic Planning, Alternative Investments, Portfolio Management, Strategic Financial..., Financial Reporting, Risk Management, Training, PowerPoint, Series 6, Data Analysis, 401k, Accounting, Relationship Management, Bloomberg Terminal, Equities, Hedge Funds
Education
St. Petersburg College 2010 — 2014
Business Administration and Management, General
Kris Bartscht Kris Bartscht's Transamerica Asset Management Experience January 1997 - Present
Job
Industry Financial Services
Experience
Transamerica Asset Management January 1997 - Present
Raymond James Financial Inc. January 1992 - January 1997
Skills
Series 7, Mutual Funds, Series 24, Series 65
Education
Edinboro University of Pennsylvania
USF
Bachelor of Arts, Management & Marketing
Transamerica Asset Management January 1997 - Present
Raymond James Financial Inc. January 1992 - January 1997
Skills
Series 7, Mutual Funds, Series 24, Series 65
Education
Edinboro University of Pennsylvania
USF
Bachelor of Arts, Management & Marketing
Karen Heburn, CPA Karen Heburn, CPA's Transamerica Asset Management Experience May 2006 - May 2007
Job Senior Consultant Business Analyst at Citibank
Industry Financial Services
Experience
Citibank January 2014 - Present
PriceWaterhouseCoopers November 2013 - 2014
Transamerica Asset Management, Inc. May 2007 - April 2013
Transamerica Asset Management May 2006 - May 2007
Transamerica/Western Reserve Life June 2004 - May 2006
Florida Insurance Department of Insurance January 1995 - May 2004
Skills
Finance, Financial Analysis, Leadership, Corporate Finance, Strategic Planning, Financial Reporting, Strategic Financial..., Financial Modeling, Insurance, Mutual Funds, GAAP, Investments, Accounting, Asset Management, Mergers & Acquisitions, Financial Planning, Internal Controls, Risk Management, Financial Services
Education
Florida State University 1987 — 1991
Bachelor's degree, Accounting and Finance
Citibank January 2014 - Present
PriceWaterhouseCoopers November 2013 - 2014
Transamerica Asset Management, Inc. May 2007 - April 2013
Transamerica Asset Management May 2006 - May 2007
Transamerica/Western Reserve Life June 2004 - May 2006
Florida Insurance Department of Insurance January 1995 - May 2004
Skills
Finance, Financial Analysis, Leadership, Corporate Finance, Strategic Planning, Financial Reporting, Strategic Financial..., Financial Modeling, Insurance, Mutual Funds, GAAP, Investments, Accounting, Asset Management, Mergers & Acquisitions, Financial Planning, Internal Controls, Risk Management, Financial Services
Education
Florida State University 1987 — 1991
Bachelor's degree, Accounting and Finance
Clark Whitten, CFA Clark Whitten, CFA's Transamerica Asset Management Experience October 2014 - Present
Job Investment Analyst, Writer
Industry Capital Markets
Experience
Transamerica Asset Management October 2014 - Present
Janus Capital Group July 2008 - September 2014
Prima Capital (now part of Envestnet) April 2004 - July 2008
Legent Bank (later sold) October 2003 - December 2003
Navasota Examiner (sold) May 1980 - February 2001
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Finance, Financial Modeling, Equities, Trading, Investment Management, Mutual Funds, Economics, Asset Managment, Asset Allocation, Equity Research, Investment Strategies
Education
University of Colorado 2001 — 2003
Master of Business Administration, Financial Analyst
Texas Christian University 1976 — 1980
Bachelor, Arts
Transamerica Asset Management October 2014 - Present
Janus Capital Group July 2008 - September 2014
Prima Capital (now part of Envestnet) April 2004 - July 2008
Legent Bank (later sold) October 2003 - December 2003
Navasota Examiner (sold) May 1980 - February 2001
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Finance, Financial Modeling, Equities, Trading, Investment Management, Mutual Funds, Economics, Asset Managment, Asset Allocation, Equity Research, Investment Strategies
Education
University of Colorado 2001 — 2003
Master of Business Administration, Financial Analyst
Texas Christian University 1976 — 1980
Bachelor, Arts
Regina Laurel Salta Regina Laurel Salta's Transamerica Asset Management Experience January 1998 - January 1999
Job Independent Filmmaker at
Industry Media Production
Experience
Insight Media 2001 - Present
Insight Media January 2000 - Present
Independent Filmmaker 1984 - 2001
IBM.COM Creative Services, Corporate Internet Programs (New York, NY) 2000 - 2000
TRANSAMERICA ASSET MANAGEMENT January 1998 - January 1999
Education
New York University 1980 — 1984
M.F.A, Film
ACCADEMIA DI BELLE ARTI DI ROMA (Rome, Italy)
Bachelors/Licentiate, Licentiate in Painting
Insight Media 2001 - Present
Insight Media January 2000 - Present
Independent Filmmaker 1984 - 2001
IBM.COM Creative Services, Corporate Internet Programs (New York, NY) 2000 - 2000
TRANSAMERICA ASSET MANAGEMENT January 1998 - January 1999
Education
New York University 1980 — 1984
M.F.A, Film
ACCADEMIA DI BELLE ARTI DI ROMA (Rome, Italy)
Bachelors/Licentiate, Licentiate in Painting
Paul Smith, AIF's Transamerica Asset Management Experience March 1995 - May 1998
Job Professional Liability and Bonding Consultant at NAPLIA
Industry Insurance
Experience
North American Professional Liability Insurance Agency, LLC - NAPLIA 2012 - Present
Transamerica Retirement Services November 2005 - January 2012
Transamerica Retirement Services May 1999 - February 2002
Transamerica Asset Management March 1995 - May 1998
PaineWebber 1993 - 1995
Education
University of Massachusetts, Amherst
BA, Philosophy
North American Professional Liability Insurance Agency, LLC - NAPLIA 2012 - Present
Transamerica Retirement Services November 2005 - January 2012
Transamerica Retirement Services May 1999 - February 2002
Transamerica Asset Management March 1995 - May 1998
PaineWebber 1993 - 1995
Education
University of Massachusetts, Amherst
BA, Philosophy
Greg Spear Greg Spear's Transamerica Asset Management Experience February 2000 - June 2001
Job Raymond James Financial Services: Compliance Specialist
Industry Financial Services
Experience
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Raymond James 2014 - 2015
Raymond James 2014 - 2015
Transamerica Financial Advisors, Inc. October 2012 - March 2014
Transamerica Financial Advisors January 2008 - October 2012
Transamerica Financial Advisors, Inc. October 2002 - January 2008
Western Reserve Life Assurance June 2001 - October 2002
Transamerica Asset Management February 2000 - June 2001
US Coast Guard February 1991 - May 1999
Skills
Insurance, Risk Management, FINRA, Strategic Financial..., Customer Service, Time Management, Mutual Funds, Life Insurance, Outlook, Process Improvement, Budgets, Series 7, Series 24, Series 63, Asset Management, Financial Services, Leadership, Securities, AML, Series 6, Investment Advisory, Health Insurance, Investments, Access, Retirement, Retirement Planning, Compliance, Alternative Investments, Financial Planning
Education
Jefferson Community College 1987 — 1988
None, Math/Science
St. Petersburg College
Health Services/Allied Health/Health Sciences, General
Indian River Central
Barbara Sutton's Transamerica Asset Management Experience May 1998 - August 1999
Job Business Development Manager at Velocity Solutions, Inc.
Industry Financial Services
Experience
Velocity Solutions, Inc. July 2005 - Present
Account Management Service March 2003 - May 2005
Account Solutions Group September 1999 - March 2003
Transamerica Asset Management May 1998 - August 1999
Seven World Wide January 1998 - May 1998
Skills
Business Development, Budgets, Sales, Strategy, Banking, Marketing, Marketing Strategy, New Business Development, Team Building, Marketing Communications, Training, Event Planning, Advertising, Customer Service, Microsoft Office, Project Management, Customer Acquisition, Incentives, Gifts, Fundraising, Outlook, Leadership, Salesforce.com, Sales Management, Analysis
Education
University at Buffalo 1997 — 2000
Bachelors, Communications Design
Bryant & Stratton College 1995 — 1997
Associates, Visual Communications
Velocity Solutions, Inc. July 2005 - Present
Account Management Service March 2003 - May 2005
Account Solutions Group September 1999 - March 2003
Transamerica Asset Management May 1998 - August 1999
Seven World Wide January 1998 - May 1998
Skills
Business Development, Budgets, Sales, Strategy, Banking, Marketing, Marketing Strategy, New Business Development, Team Building, Marketing Communications, Training, Event Planning, Advertising, Customer Service, Microsoft Office, Project Management, Customer Acquisition, Incentives, Gifts, Fundraising, Outlook, Leadership, Salesforce.com, Sales Management, Analysis
Education
University at Buffalo 1997 — 2000
Bachelors, Communications Design
Bryant & Stratton College 1995 — 1997
Associates, Visual Communications
Matt Stuart's Transamerica Asset Management Experience April 2012 - November 2012
Job Senior Institutional Client Portfolio Specialist at Eagle Asset Management
Industry Financial Services
Experience
Eagle Asset Management January 2015 - Present
Eagle Asset Management November 2012 - Present
Transamerica Asset Management April 2012 - November 2012
Raymond James Financial Inc. November 2007 - April 2012
Skills
Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Securities, Series 63, Uniform Combined State..., Wealth Management
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Florida 2012 — 2014
Master of Business Administration (MBA)
University of Tampa
Bachelor of Science (BS), Marketing
University of Miami
Eagle Asset Management January 2015 - Present
Eagle Asset Management November 2012 - Present
Transamerica Asset Management April 2012 - November 2012
Raymond James Financial Inc. November 2007 - April 2012
Skills
Series 7, Series 66, Series 24, Asset Allocation, Chartered Financial..., Investment Advisory, Mutual Funds, Portfolio Management, Securities, Series 63, Uniform Combined State..., Wealth Management
Education
CFA Institute
2015 Level III Candidate in the CFA Program
University of Florida 2012 — 2014
Master of Business Administration (MBA)
University of Tampa
Bachelor of Science (BS), Marketing
University of Miami
Michael Alford, MBA, PMP, CSM Michael Alford, MBA, PMP, CSM's Transamerica Asset Management Experience July 1996 - January 1999
Job Project Management Office (PMO) Leader
Industry Information Technology and Services
Experience
Union Bank May 2012 - Present
Bank of America January 2007 - November 2011
Toyota October 2004 - October 2005
Vizional Technologies March 2000 - October 2003
Transamerica Asset Management July 1996 - January 1999
Skills
Software Project..., Project Portfolio..., SDLC, Project Management, PMO, Process, RUP, Agile, Six Sigma, Program Management, Portfolio Management, SOX, MS Project, Clarity, Excel, SharePoint, Project Management..., Team Building, Building Strong Teams, Mentoring, Infrastructure Projects, Software Development..., Software Development, Scrum, Certified Scrum Master..., PMBOK, PMI, Process Development, Project Execution, Web Project Management, PMP, Project Delivery, Waterfall, Resource Management, Project Planning, Agile Project Management, Business Process..., Release Management, Virtual Teams, IT Governance, Vendor Management, Business Process, IT Management, Software Implementation, Process Improvement, Project Implementation, Governance, Certified Project..., Process Engineering, Project Governance
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Process Improvement/Project Management
UCSD
BA, political science and history
Union Bank May 2012 - Present
Bank of America January 2007 - November 2011
Toyota October 2004 - October 2005
Vizional Technologies March 2000 - October 2003
Transamerica Asset Management July 1996 - January 1999
Skills
Software Project..., Project Portfolio..., SDLC, Project Management, PMO, Process, RUP, Agile, Six Sigma, Program Management, Portfolio Management, SOX, MS Project, Clarity, Excel, SharePoint, Project Management..., Team Building, Building Strong Teams, Mentoring, Infrastructure Projects, Software Development..., Software Development, Scrum, Certified Scrum Master..., PMBOK, PMI, Process Development, Project Execution, Web Project Management, PMP, Project Delivery, Waterfall, Resource Management, Project Planning, Agile Project Management, Business Process..., Release Management, Virtual Teams, IT Governance, Vendor Management, Business Process, IT Management, Software Implementation, Process Improvement, Project Implementation, Governance, Certified Project..., Process Engineering, Project Governance
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Process Improvement/Project Management
UCSD
BA, political science and history
Katarzyna Domejko's Transamerica Asset Management Experience November 2008 - October 2009
Job Leveraged Finance at GE Capital
Industry Financial Services
Experience
GE Capital November 2013 - Present
GE Capital February 2011 - November 2013
UBS Investment Bank November 2009 - September 2010
Transamerica Asset Management November 2008 - October 2009
Cartus November 2006 - November 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of Gdansk 2001 — 2003
MBA
University of Gdansk 1998 — 2001
BS
GE Capital November 2013 - Present
GE Capital February 2011 - November 2013
UBS Investment Bank November 2009 - September 2010
Transamerica Asset Management November 2008 - October 2009
Cartus November 2006 - November 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA
University of Gdansk 2001 — 2003
MBA
University of Gdansk 1998 — 2001
BS
Evan Osborn's Transamerica Asset Management Experience August 2015 - Present
Job Experienced Finance Manager and Leader
Industry Investment Management
Experience
Transamerica Asset Management August 2015 - Present
ALPS, A DST Company December 2013 - August 2015
ALPS, A DST Company May 2010 - December 2013
NAAAP (National Association of Asian American Professionals) May 2007 - December 2013
ALPS Price Meadows November 2009 - May 2010
Fiserv ISS October 2008 - January 2009
North Shore Capital November 2007 - September 2008
Black Diamond Capital May 2007 - October 2007
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Business Development, Portfolio Management, Investments, Project Management, Microsoft Excel, Business Strategy, Financial Reporting, Hedge Funds, Accounting, Corporate Finance, Asset Management, Private Equity, Securities, Due Diligence, Bloomberg, Risk Management, Business Analysis, Strategic Planning, Alternative Investments, Project Planning, Financial Services, Strategic Financial..., Valuation, Analysis, Financial Accounting, Process Improvement, PowerPoint, Management, Relationship Management, Investor Relations, Change Management, Strategy, Microsoft Office
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Arts (B.A.), Political Science & Business Management
University of Colorado Denver
B.A., Business Management, Political Science
Transamerica Asset Management August 2015 - Present
ALPS, A DST Company December 2013 - August 2015
ALPS, A DST Company May 2010 - December 2013
NAAAP (National Association of Asian American Professionals) May 2007 - December 2013
ALPS Price Meadows November 2009 - May 2010
Fiserv ISS October 2008 - January 2009
North Shore Capital November 2007 - September 2008
Black Diamond Capital May 2007 - October 2007
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Business Development, Portfolio Management, Investments, Project Management, Microsoft Excel, Business Strategy, Financial Reporting, Hedge Funds, Accounting, Corporate Finance, Asset Management, Private Equity, Securities, Due Diligence, Bloomberg, Risk Management, Business Analysis, Strategic Planning, Alternative Investments, Project Planning, Financial Services, Strategic Financial..., Valuation, Analysis, Financial Accounting, Process Improvement, PowerPoint, Management, Relationship Management, Investor Relations, Change Management, Strategy, Microsoft Office
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Arts (B.A.), Political Science & Business Management
University of Colorado Denver
B.A., Business Management, Political Science
Todd Dargie Todd Dargie's Transamerica Asset Management Experience May 2008 - June 2013
Job Vice President at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
J.P. Morgan June 2013 - August 2013
Transamerica Asset Management May 2008 - June 2013
Citi September 2007 - May 2008
State Street April 2003 - September 2007
Skills
Confluence, Morningstar, Bloomberg Terminal, Lipper, Visio, Six Sigma, Microsoft SQL Server, Black Belt, Minitab, DMAIC, Lean Projects, Business Process..., Risk Assessment, Portfolio Performance..., Investment Performance, Fund Accounting, Financial Analysis, Mutual Funds, Asset Managment, Business Relationship..., Multi-currency..., Derivatives, Fixed Income, Equities, Pricing, Investment Valuation, Yields, AS400 system, Fund Administration, Fund Of Funds, Securities, Bloomberg, Financial Services, Hedge Funds, FINRA, SEC filings, Pensions, Quantitative Analytics, Series 6, Investments, Asset Management, ETFs
Education
Northeastern University
Master of Business Administration (MBA)
University of South Florida
Bachelor's degree, Finance
Massasoit Community College
Associate's degree, Accounting
SigmaPro
Six Sigma Black Belt
United States Navy
State Street August 2013 - Present
J.P. Morgan June 2013 - August 2013
Transamerica Asset Management May 2008 - June 2013
Citi September 2007 - May 2008
State Street April 2003 - September 2007
Skills
Confluence, Morningstar, Bloomberg Terminal, Lipper, Visio, Six Sigma, Microsoft SQL Server, Black Belt, Minitab, DMAIC, Lean Projects, Business Process..., Risk Assessment, Portfolio Performance..., Investment Performance, Fund Accounting, Financial Analysis, Mutual Funds, Asset Managment, Business Relationship..., Multi-currency..., Derivatives, Fixed Income, Equities, Pricing, Investment Valuation, Yields, AS400 system, Fund Administration, Fund Of Funds, Securities, Bloomberg, Financial Services, Hedge Funds, FINRA, SEC filings, Pensions, Quantitative Analytics, Series 6, Investments, Asset Management, ETFs
Education
Northeastern University
Master of Business Administration (MBA)
University of South Florida
Bachelor's degree, Finance
Massasoit Community College
Associate's degree, Accounting
SigmaPro
Six Sigma Black Belt
United States Navy
Barbara A. Ryan Barbara A. Ryan's Transamerica Asset Management Experience December 1997 - February 1999
Job Parts Sales Representative at FANUC FA America
Industry Telecommunications
Experience
FANUC FA America 2012 - Present
ISI Telemanagement Solutions, Inc September 1999 - February 2012
ISI Telemanagement Solutions December 2007 - January 2009
ISI Telemanagement Solutions September 1999 - December 2007
Hub Group Distribution Services March 1999 - September 1999
Transamerica Asset Management December 1997 - February 1999
Motorola June 1993 - June 1996
Skills
International Project..., Customer Relations, Curriculum Development, Customer Retention, Order Management, Excel, CDR, Team Leadership, Microsoft Excel, Customer Service, Business Analysis, VoIP, Management, Project Management, Team Building, Telecommunications, Leadership, Project Planning, Time Management, Retail, Call Centers
Education
Roosevelt University 1995 — 1996
Bachelors, General Business Communications
Southern Illinois University, Carbondale 1987 — 1990
Accounting, Elementary Education
Dundee-Crown High School 1983 — 1987
FANUC FA America 2012 - Present
ISI Telemanagement Solutions, Inc September 1999 - February 2012
ISI Telemanagement Solutions December 2007 - January 2009
ISI Telemanagement Solutions September 1999 - December 2007
Hub Group Distribution Services March 1999 - September 1999
Transamerica Asset Management December 1997 - February 1999
Motorola June 1993 - June 1996
Skills
International Project..., Customer Relations, Curriculum Development, Customer Retention, Order Management, Excel, CDR, Team Leadership, Microsoft Excel, Customer Service, Business Analysis, VoIP, Management, Project Management, Team Building, Telecommunications, Leadership, Project Planning, Time Management, Retail, Call Centers
Education
Roosevelt University 1995 — 1996
Bachelors, General Business Communications
Southern Illinois University, Carbondale 1987 — 1990
Accounting, Elementary Education
Dundee-Crown High School 1983 — 1987
Wendi Baker's Transamerica Asset Management Experience January 1997 - March 1998
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Baker Family January 2006 - Present
Jack in the Box, Inc January 2004 - January 2006
Jack in the Box, Inc February 2000 - March 2003
Long Beach Mortgage Company March 1998 - January 2000
Transamerica Asset Management January 1997 - March 1998
Waterfront Hilton Hotel September 1996 - December 1996
University of Houston September 1993 - December 1993
Skills
Organizational..., Succession Planning, Performance Management, Instructional Design, Team Building, Leadership Development, Process Improvement, Change Management, Strategic Planning, PowerPoint, Excel, Word, Research, Microsoft Office, Hiring, Performance Improvement, Customer Service, Outlook, Problem Solving, Management Consulting, Team Leadership
Education
California State University-Long Beach 1995 — 1998
Master of Arts, Industrial / Organizational Psychology
UNIVERSITY OF HOUSTON- CLEAR 1990 — 1993
Bachelor of Science, Psychology
Baker Family January 2006 - Present
Jack in the Box, Inc January 2004 - January 2006
Jack in the Box, Inc February 2000 - March 2003
Long Beach Mortgage Company March 1998 - January 2000
Transamerica Asset Management January 1997 - March 1998
Waterfront Hilton Hotel September 1996 - December 1996
University of Houston September 1993 - December 1993
Skills
Organizational..., Succession Planning, Performance Management, Instructional Design, Team Building, Leadership Development, Process Improvement, Change Management, Strategic Planning, PowerPoint, Excel, Word, Research, Microsoft Office, Hiring, Performance Improvement, Customer Service, Outlook, Problem Solving, Management Consulting, Team Leadership
Education
California State University-Long Beach 1995 — 1998
Master of Arts, Industrial / Organizational Psychology
UNIVERSITY OF HOUSTON- CLEAR 1990 — 1993
Bachelor of Science, Psychology
Rowe Michael's Transamerica Asset Management Experience April 2000 - Present
Job Assistant Manager, Account Services at Transamerica
Industry Financial Services
Experience
Transamerica Asset Management April 2000 - Present
Transamerica Asset Management Group April 2000 - August 2010
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Relationship Management, Asset Management, Financial Services, Leadership, Strategy, Vendor Management, Management, Asset Allocation, Retirement, Equities, Strategic Planning, FINRA
Education
Columbia International University 1992 — 1997
Master of Divinity (M.Div.), Pastoral Studies/Counseling, 3.5
Transamerica Asset Management April 2000 - Present
Transamerica Asset Management Group April 2000 - August 2010
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Relationship Management, Asset Management, Financial Services, Leadership, Strategy, Vendor Management, Management, Asset Allocation, Retirement, Equities, Strategic Planning, FINRA
Education
Columbia International University 1992 — 1997
Master of Divinity (M.Div.), Pastoral Studies/Counseling, 3.5
Glenn Brightman's Transamerica Asset Management Experience March 2005 - May 2007
Job CFO, TIAA Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
TIAA-CREF April 2014 - Present
TIAA-CREF July 2010 - Present
TIAA-CREF May 2007 - July 2010
Transamerica March 2005 - May 2007
Transamerica Asset Management March 2005 - May 2007
The Vanguard Group 1996 - 2005
Skills
Financial Reporting, Mutual Funds, Asset Managment, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Series 63, Equities, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
Saint Joseph's University 1998 — 2000
MBA, Accounting
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
TIAA-CREF July 2015 - Present
TIAA-CREF April 2014 - Present
TIAA-CREF July 2010 - Present
TIAA-CREF May 2007 - July 2010
Transamerica March 2005 - May 2007
Transamerica Asset Management March 2005 - May 2007
The Vanguard Group 1996 - 2005
Skills
Financial Reporting, Mutual Funds, Asset Managment, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Series 63, Equities, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
Saint Joseph's University 1998 — 2000
MBA, Accounting
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Sonia Lalvani's Transamerica Asset Management Experience 1997 - 1998
Job Director, Citi Private Bank Global Business & Strategy
Industry Banking
Experience
Citi Private Bank February 2012 - Present
Citi Private Bank 2007 - 2012
Citi Private Bank 2005 - 2007
Citi Private Bank 2000 - 2005
Salomon Smith Barney 1998 - 2000
Transamerica Asset Management 1997 - 1998
Skills
Digital Strategy, Wealth Management..., Banking, Business Strategy, C-Level Relationships, Cross-functional Team..., Global Business..., Change Management, Risk Analysis, Process Management, Organizational Design, Revenue Growth..., Stakeholder Engagement, Lean Processes, Business Transformation, Business Process..., Project Management, Business Analysis
Education
Pomona College
Bachelor of Arts (BA), International Relations
University of Cambridge
Economics Exchange Program - Jesus College
New York University
Professional Certificate Program: Investor Relations
Citi Private Bank February 2012 - Present
Citi Private Bank 2007 - 2012
Citi Private Bank 2005 - 2007
Citi Private Bank 2000 - 2005
Salomon Smith Barney 1998 - 2000
Transamerica Asset Management 1997 - 1998
Skills
Digital Strategy, Wealth Management..., Banking, Business Strategy, C-Level Relationships, Cross-functional Team..., Global Business..., Change Management, Risk Analysis, Process Management, Organizational Design, Revenue Growth..., Stakeholder Engagement, Lean Processes, Business Transformation, Business Process..., Project Management, Business Analysis
Education
Pomona College
Bachelor of Arts (BA), International Relations
University of Cambridge
Economics Exchange Program - Jesus College
New York University
Professional Certificate Program: Investor Relations
Henry Dougan, CFA's Transamerica Asset Management Experience August 2014 - Present
Job Investment Management Product Specialist at Transamerica
Industry Investment Management
Experience
Transamerica Asset Management August 2014 - Present
Transamerica Asset Management August 2013 - July 2014
Janus Capital Group August 2005 - August 2013
Janus Capital Group October 2009 - April 2010
Morgan Stanley February 2004 - April 2005
Skills
Investments, Investment Research, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Economic Research, Statistical Modeling, Finance, Economics, Econometrics, Statistics, Analysis, Mutual Funds, Equities, Securities, Hedge Funds, Microsoft Excel, Bloomberg, Factset, Morningstar, Lipper, EDGAR, Series 7
Education
Colorado State University 2000 — 2003
BA, Economics
Transamerica Asset Management August 2014 - Present
Transamerica Asset Management August 2013 - July 2014
Janus Capital Group August 2005 - August 2013
Janus Capital Group October 2009 - April 2010
Morgan Stanley February 2004 - April 2005
Skills
Investments, Investment Research, Investment Management, Investment Strategies, Asset Managment, Financial Modeling, Portfolio Management, Financial Analysis, Economic Research, Statistical Modeling, Finance, Economics, Econometrics, Statistics, Analysis, Mutual Funds, Equities, Securities, Hedge Funds, Microsoft Excel, Bloomberg, Factset, Morningstar, Lipper, EDGAR, Series 7
Education
Colorado State University 2000 — 2003
BA, Economics
John Mallett's Transamerica Asset Management Experience October 2014 - Present
Job Chief Accounting Officer at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management October 2014 - Present
Transamerica April 2008 - Present
Transamerica April 2008 - 2012
Transamerica March 1986 - March 2008
Iowa National Mutual Ins Co March 1981 - March 1986
Skills
Strategic Financial..., Financial Modeling, Process Improvement, Insurance, Investments, Business Process..., Non-profits, Staff Development, Public Speaking, Financial Analysis, Financial Reporting, Internal Controls, Forecasting, Accounting
Education
Truman State University 1973 — 1979
BS & BA degrees, Degree in Accounting and degree in Political Science
Transamerica Asset Management October 2014 - Present
Transamerica April 2008 - Present
Transamerica April 2008 - 2012
Transamerica March 1986 - March 2008
Iowa National Mutual Ins Co March 1981 - March 1986
Skills
Strategic Financial..., Financial Modeling, Process Improvement, Insurance, Investments, Business Process..., Non-profits, Staff Development, Public Speaking, Financial Analysis, Financial Reporting, Internal Controls, Forecasting, Accounting
Education
Truman State University 1973 — 1979
BS & BA degrees, Degree in Accounting and degree in Political Science
Brendan Patrick, CIMA®'s Transamerica Asset Management Experience November 2011 - June 2014
Job Registered Client Relations & Investment Consultant at GFA Financial Group, LLC
Industry Financial Services
Experience
GFA Financial Group, LLC April 2015 - Present
Transamerica Corporate, Latin America Division June 2014 - April 2015
Transamerica Asset Management November 2011 - June 2014
Transamerica Financial Advisors, Inc. June 2006 - November 2011
Transamerica Financial Advisors, Inc. February 2005 - June 2006
Transamerica Financial Advisors, Inc. October 2000 - February 2005
Skills
Series 7, Series 24, Series 66, Certified Invesment..., Asset Managment, Mutual Funds, FINRA, Series 63, Series 65, Securities, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Wealth Management, Retirement, 401k, Investment Strategies, Financial Advisory, Variable Annuities, Investment Management, Alternative Investments, Asset Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Fixed Annuities
Education
University of Central Florida 1997 — 1999
Bachelor's Degree, Criminal Justice
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, Investment Management
GFA Financial Group, LLC April 2015 - Present
Transamerica Corporate, Latin America Division June 2014 - April 2015
Transamerica Asset Management November 2011 - June 2014
Transamerica Financial Advisors, Inc. June 2006 - November 2011
Transamerica Financial Advisors, Inc. February 2005 - June 2006
Transamerica Financial Advisors, Inc. October 2000 - February 2005
Skills
Series 7, Series 24, Series 66, Certified Invesment..., Asset Managment, Mutual Funds, FINRA, Series 63, Series 65, Securities, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Wealth Management, Retirement, 401k, Investment Strategies, Financial Advisory, Variable Annuities, Investment Management, Alternative Investments, Asset Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Fixed Annuities
Education
University of Central Florida 1997 — 1999
Bachelor's Degree, Criminal Justice
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, Investment Management
Kathi Robinson's Transamerica Asset Management Experience December 1995 - July 1998
Job Inside Sales Rep GP Harmon
Industry Renewables & Environment
Experience
GP Harmon Recycling Division September 2014 - Present
Georgia-Pacific Corporation January 2012 - September 2014
Wiper Category August 2007 - January 2012
Georgia-Pacific Professional July 2001 - August 2007
Hilton Atlanta and Towers December 1998 - January 2000
Transamerica Asset Management December 1995 - July 1998
United States Air Force January 1992 - January 1995
Skills
Packaging, 5S, Forest Products, Supply Chain Management, Inventory Management, Wood, Process Control, Purchasing, Building Materials, Logistics, Product Development, Six Sigma, Pricing, Cross-functional Team..., RCM, Reliability Engineering, Forest Management, Flexo, Chemical Engineering, Forestry
Education
Community College of the Air Force 1992 — 1994
Inventory Management, Parts, Warehousing, and Inventory Management Operations
Seaside High School 1989 — 1992
College Prepatory Diploma, General Studies
GP Harmon Recycling Division September 2014 - Present
Georgia-Pacific Corporation January 2012 - September 2014
Wiper Category August 2007 - January 2012
Georgia-Pacific Professional July 2001 - August 2007
Hilton Atlanta and Towers December 1998 - January 2000
Transamerica Asset Management December 1995 - July 1998
United States Air Force January 1992 - January 1995
Skills
Packaging, 5S, Forest Products, Supply Chain Management, Inventory Management, Wood, Process Control, Purchasing, Building Materials, Logistics, Product Development, Six Sigma, Pricing, Cross-functional Team..., RCM, Reliability Engineering, Forest Management, Flexo, Chemical Engineering, Forestry
Education
Community College of the Air Force 1992 — 1994
Inventory Management, Parts, Warehousing, and Inventory Management Operations
Seaside High School 1989 — 1992
College Prepatory Diploma, General Studies
Courtney John's Transamerica Asset Management Experience December 2014 - June 2015
Job Compliance Director, Business Review at Transamerica Law & Compliance
Industry Financial Services
Experience
Transamerica Law & Compliance June 2015 - Present
Transamerica Asset Management December 2014 - June 2015
Transamerica Capital, Inc. 2000 - December 2014
Education
Grinnell College 1988 — 1992
Bachelor of Arts, Political Science
Transamerica Law & Compliance June 2015 - Present
Transamerica Asset Management December 2014 - June 2015
Transamerica Capital, Inc. 2000 - December 2014
Education
Grinnell College 1988 — 1992
Bachelor of Arts, Political Science
Dennis Gallagher's Transamerica Asset Management Experience July 2006 - July 2014
Job
Industry Financial Services
Experience
Transamerica Global Funds Management March 2013 - Present
Transamerica Asset Management July 2006 - July 2014
Deutche Asset Management May 1998 - July 2006
Ropes & Gray LLP December 1995 - May 1998
Skills
Securities, Mutual Funds, Alternative Investments, Securities Regulation, Investment Management, Series 63, Series 7, Asset Managment, Equities, Investments, Private Equity, Due Diligence, Insurance, Hedge Funds, Financial Reporting, Asset Allocation, Fund Of Funds, Financial Analysis, FINRA, ETFs, Bloomberg Terminal, Corporate Governance, Investment Advisory, Portfolio Management, Capital Markets, SEC filings, Corporate Law, Mergers, ucits, Asset Management, Financial Services, Fixed Income, Mergers & Acquisitions
Education
Boston College Law School 1992 — 1995
JD
Boston College 1988 — 1992
BS
Transamerica Global Funds Management March 2013 - Present
Transamerica Asset Management July 2006 - July 2014
Deutche Asset Management May 1998 - July 2006
Ropes & Gray LLP December 1995 - May 1998
Skills
Securities, Mutual Funds, Alternative Investments, Securities Regulation, Investment Management, Series 63, Series 7, Asset Managment, Equities, Investments, Private Equity, Due Diligence, Insurance, Hedge Funds, Financial Reporting, Asset Allocation, Fund Of Funds, Financial Analysis, FINRA, ETFs, Bloomberg Terminal, Corporate Governance, Investment Advisory, Portfolio Management, Capital Markets, SEC filings, Corporate Law, Mergers, ucits, Asset Management, Financial Services, Fixed Income, Mergers & Acquisitions
Education
Boston College Law School 1992 — 1995
JD
Boston College 1988 — 1992
BS
Lawrence Gillum, CFA, CAIA's Transamerica Asset Management Experience June 2007 - October 2008
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Debbie Kiesel-Ryan's Transamerica Asset Management Experience July 2007 - August 2008
Job Customer Service Representative II at PNC
Industry Financial Services
Experience
PNC 2014 - Present
BNY Mellon June 2013 - 2014
Wealth Management Strategies February 2011 - April 2013
Edward Jones August 2008 - February 2011
Transamerica Asset Management July 2007 - August 2008
Transamerica Asset Management December 2004 - July 2007
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent technologies/Avaya August 1977 - January 2003
Skills
Administrative..., Spreadsheets, Telephone Skills, Fax, Financial Services, Confidentiality, Data Entry, Calendars, Outlook, Office Administration, Travel Arrangements, Organization &..., Office Management, PeopleSoft, Office Equipment, Call Center, Insurance, Highly detail oriented, Appointment Scheduling, Access, Credit, Customer Service, Phone Coverage, Work Without Supervision, Handle Confidential..., Handle Multiple..., Gatekeeping, Message Taking, High level of..., Interact with All..., Office Equipment..., Office Equipment..., Microsoft Office 2007, Customer Retention, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Internet Explorer, Records Management, Database Admin, Troubleshooting, Administrative Work, Schedules, Supervisory Skills, Transaction Processing, Voice Mail, Client Relations Skills, Invoicing, Call Centers
Education
St. Petersburg College 1998 — 2004
Telecommunications Engineering
Pennsylvania State University-Penn State Greater Allegheny 1992 — 1994
Business Management, Certificate
Penn Hills Senior High School 1969 — 1973
PNC 2014 - Present
BNY Mellon June 2013 - 2014
Wealth Management Strategies February 2011 - April 2013
Edward Jones August 2008 - February 2011
Transamerica Asset Management July 2007 - August 2008
Transamerica Asset Management December 2004 - July 2007
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent technologies/Avaya August 1977 - January 2003
Skills
Administrative..., Spreadsheets, Telephone Skills, Fax, Financial Services, Confidentiality, Data Entry, Calendars, Outlook, Office Administration, Travel Arrangements, Organization &..., Office Management, PeopleSoft, Office Equipment, Call Center, Insurance, Highly detail oriented, Appointment Scheduling, Access, Credit, Customer Service, Phone Coverage, Work Without Supervision, Handle Confidential..., Handle Multiple..., Gatekeeping, Message Taking, High level of..., Interact with All..., Office Equipment..., Office Equipment..., Microsoft Office 2007, Customer Retention, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Internet Explorer, Records Management, Database Admin, Troubleshooting, Administrative Work, Schedules, Supervisory Skills, Transaction Processing, Voice Mail, Client Relations Skills, Invoicing, Call Centers
Education
St. Petersburg College 1998 — 2004
Telecommunications Engineering
Pennsylvania State University-Penn State Greater Allegheny 1992 — 1994
Business Management, Certificate
Penn Hills Senior High School 1969 — 1973
Scott Lenhart's Transamerica Asset Management Experience December 2008 - Present
Job Chief Compliance Officer at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management December 2008 - Present
Education
Purdue University
Transamerica Asset Management December 2008 - Present
Education
Purdue University