Turner Investments
Industry: Capital market company
DescriptionHeadquarters: Berwyn, Pennsylvania, PA Founded: 1990 Parent organization: Veracen, LP Subsidiaries: ACP Investments LP, Turner Investment Management , LLC, Turner Investments Pte. Ltd.
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Turner Investments Employees
Employee
Years
Job
Industry
Heather Flick McMeekin Heather Flick McMeekin's Turner Investments Experience 2001 - December 2014
Job Portfolio Manager at Mitchell Sinkler & Starr
Industry Investment Management
Experience
Mitchell Sinkler & Starr January 2015 - Present
Turner Investments 2001 - December 2014
UBS Warburg PaineWebber 1998 - 2001
Donaldson, Lufkin & Jenrette Incorporated 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Equity Research, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Fixed Income, Asset Management, Series 7, Investment Strategies, Valuation, Securities, Financial Modeling, Capital Markets, Mutual Funds, Healthcare, Healthcare Industry, Financial Planning, Financial Statements, Equity Valuation, Private Equity, Emerging Markets, Equity Capital Markets, Stock Trading, Diversification, Sustainable Investing, FactSet, Macro Analysis, Tactical Asset...
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Tulane University - A.B. Freeman School of Business 1991 — 1995
B.S. in Management, Finance
The Episcopal Academy
Mitchell Sinkler & Starr January 2015 - Present
Turner Investments 2001 - December 2014
UBS Warburg PaineWebber 1998 - 2001
Donaldson, Lufkin & Jenrette Incorporated 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Equity Research, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Bloomberg, Fixed Income, Asset Management, Series 7, Investment Strategies, Valuation, Securities, Financial Modeling, Capital Markets, Mutual Funds, Healthcare, Healthcare Industry, Financial Planning, Financial Statements, Equity Valuation, Private Equity, Emerging Markets, Equity Capital Markets, Stock Trading, Diversification, Sustainable Investing, FactSet, Macro Analysis, Tactical Asset...
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Tulane University - A.B. Freeman School of Business 1991 — 1995
B.S. in Management, Finance
The Episcopal Academy
Dan McFadden Dan McFadden's Turner Investments Experience August 2003 - April 2011
Job Client Portfolio Manager, Institutional Group at SEI
Industry Investment Management
Experience
SEI March 2012 - Present
New Castle County Pension Board April 2003 - Present
Turner Investments August 2003 - April 2011
Brandywine Global Investment Management May 1998 - August 2003
Hercules Incorporated 1988 - 1998
PricewaterhouseCoopers 1983 - 1988
Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management
Education
Villanova University 1988 — 1990
MBA, Finance
Drexel University 1978 — 1983
B.S., Business Administration
SEI March 2012 - Present
New Castle County Pension Board April 2003 - Present
Turner Investments August 2003 - April 2011
Brandywine Global Investment Management May 1998 - August 2003
Hercules Incorporated 1988 - 1998
PricewaterhouseCoopers 1983 - 1988
Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management
Education
Villanova University 1988 — 1990
MBA, Finance
Drexel University 1978 — 1983
B.S., Business Administration
Gregory Jones, CFA Gregory Jones, CFA's Turner Investments Experience January 2011 - October 2011
Job Director, Institutional Sales at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
MFS Investment Management November 2014 - Present
Munder Capital Management October 2011 - October 2014
Turner Investments January 2011 - October 2011
Turner Investments October 2008 - January 2011
Turner Investment Partners July 2007 - October 2008
Prudential Equity Group June 2005 - June 2007
Education
Villanova University 2007 — 2009
Masters, Business Administration
University of Pennsylvania 2001 — 2005
BA, Classical Studies
Khira Turner Khira Turner's Turner Investments Experience November 2003 - Present
Job Owner, Turner Investments
Industry Real Estate
Experience
Turner Investments November 2003 - Present
Skills
Property Management, Real Estate, Property, Residential Homes, Investors, Commercial Real Estate, Listings, Investments, Negotiation, Renovation, Construction, Rentals, Investment Properties, Management, Finance, Contract Negotiation
Education
Middle Tennessee State University 2000 — 2003
MBA, Business Administration
Tougaloo College 1995 — 1999
BA in Economics with an Emphasis for Business Administration, Business Administration
Turner Investments November 2003 - Present
Skills
Property Management, Real Estate, Property, Residential Homes, Investors, Commercial Real Estate, Listings, Investments, Negotiation, Renovation, Construction, Rentals, Investment Properties, Management, Finance, Contract Negotiation
Education
Middle Tennessee State University 2000 — 2003
MBA, Business Administration
Tougaloo College 1995 — 1999
BA in Economics with an Emphasis for Business Administration, Business Administration
Ryan Rabinowitz Ryan Rabinowitz's Turner Investments Experience November 2011 - January 2014
Job Client Advisor at Legacy Advisors, LLC.
Industry Investment Management
Experience
Legacy Advisors, LLC. January 2014 - Present
Turner Investments November 2011 - January 2014
Turner Investments, L.P. May 2007 - November 2011
Schneider Capital Management March 2000 - April 2007
Skills
Series 7, Factset, Series 63, Investments, Marketing, Alternative Investments, Asset Managment, mutual funds, Relationship Management, Hedge Funds, emerging markets, Wealth Management, Portfolio Management, ETFs, Equities, Asset Allocation, Performance Attribution, Mutual Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
Management and Marketing
Penn State University 1995 — 1997
Council Rock High School 1992 — 1995
Legacy Advisors, LLC. January 2014 - Present
Turner Investments November 2011 - January 2014
Turner Investments, L.P. May 2007 - November 2011
Schneider Capital Management March 2000 - April 2007
Skills
Series 7, Factset, Series 63, Investments, Marketing, Alternative Investments, Asset Managment, mutual funds, Relationship Management, Hedge Funds, emerging markets, Wealth Management, Portfolio Management, ETFs, Equities, Asset Allocation, Performance Attribution, Mutual Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
Management and Marketing
Penn State University 1995 — 1997
Council Rock High School 1992 — 1995
Pamela Riddle, CPA Pamela Riddle, CPA's Turner Investments Experience Sr. AccountantLufkin IndustriesJuly 2012 - June 2013
Job Oil & Gas Bookkeeping
Industry Accounting
Experience
Turner Investments Sr. AccountantLufkin IndustriesJuly 2012 - June 2013
Vought Aircraft Industries October 2006 - July 2012
Quigley Heating & Air Conditioning September 2002 - March 2005
Western Pulp Products February 1998 - May 2000
City of Carrollton January 1994 - June 1996
Skills
QuickBooks Pro Advisor, Variance Analysis, General Ledger, Account Reconciliation, Accounting, Financial Reporting, Sarbanes-Oxley Act, SAP, Internal Controls, Finance, Financial Analysis, Analysis, Microsoft Excel, Accounts Receivable, Auditing, Financial Accounting, Financial Statements, GAAP, Sarbanes-Oxley, Budgets, Invoicing, Process Improvement, Hyperion Enterprise, Payroll, Fixed Assets, Consolidation, Software Documentation, Revenue Recognition, Journal Entries, CPA, Accounts Payable, SEC filings, Strategic Financial..., US GAAP, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Forecasting, Internal Audit, Human Resources, Forecasting, Business Process..., Managerial Finance, Training, External Audit, Access, Cash Flow, Cost Accounting, PeopleSoft, Accruals
Education
University of Houston 1979 — 1981
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas
Accounting Information Systems using SAP
Turner Investments Sr. AccountantLufkin IndustriesJuly 2012 - June 2013
Vought Aircraft Industries October 2006 - July 2012
Quigley Heating & Air Conditioning September 2002 - March 2005
Western Pulp Products February 1998 - May 2000
City of Carrollton January 1994 - June 1996
Skills
QuickBooks Pro Advisor, Variance Analysis, General Ledger, Account Reconciliation, Accounting, Financial Reporting, Sarbanes-Oxley Act, SAP, Internal Controls, Finance, Financial Analysis, Analysis, Microsoft Excel, Accounts Receivable, Auditing, Financial Accounting, Financial Statements, GAAP, Sarbanes-Oxley, Budgets, Invoicing, Process Improvement, Hyperion Enterprise, Payroll, Fixed Assets, Consolidation, Software Documentation, Revenue Recognition, Journal Entries, CPA, Accounts Payable, SEC filings, Strategic Financial..., US GAAP, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Forecasting, Internal Audit, Human Resources, Forecasting, Business Process..., Managerial Finance, Training, External Audit, Access, Cash Flow, Cost Accounting, PeopleSoft, Accruals
Education
University of Houston 1979 — 1981
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas
Accounting Information Systems using SAP
Ryan Covington Ryan Covington's Turner Investments Experience 2009 - 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Protective Life 2011 - March 2013
Turner Investments 2009 - 2011
Lincoln Financial Distributors 2008 - 2009
Putnam Investments 2001 - 2008
The Hartford 1997 - 2001
Education
Butler University 1993 — 1997
BS, Finance
Homestead 1989 — 1993
Edward Jones April 2013 - Present
Protective Life 2011 - March 2013
Turner Investments 2009 - 2011
Lincoln Financial Distributors 2008 - 2009
Putnam Investments 2001 - 2008
The Hartford 1997 - 2001
Education
Butler University 1993 — 1997
BS, Finance
Homestead 1989 — 1993
Amber Cannegieter Amber Cannegieter's Turner Investments Experience November 2010 - December 2012
Job Key Account Manager at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management June 2013 - Present
Turner Investments, L.P. January 2013 - June 2013
Turner Investments November 2010 - December 2012
Turner Investment Partners August 2009 - November 2010
Turner Investment Partners May 2007 - August 2009
The Vanguard Group September 2005 - May 2007
Skills
Series 7, Series 6, Series 63
Education
Penn State University 2000 — 2004
BS, Business Management
PFM Asset Management June 2013 - Present
Turner Investments, L.P. January 2013 - June 2013
Turner Investments November 2010 - December 2012
Turner Investment Partners August 2009 - November 2010
Turner Investment Partners May 2007 - August 2009
The Vanguard Group September 2005 - May 2007
Skills
Series 7, Series 6, Series 63
Education
Penn State University 2000 — 2004
BS, Business Management
Michael Tung Michael Tung's Turner Investments Experience March 2013 - Present
Job at Turner Investments
Industry Financial Services
Experience
Turner Investments March 2013 - Present
Expo Capital Management March 2010 - June 2012
Delaware Investments November 2006 - February 2010
Galleon Group March 2005 - October 2006
Hambrecht & Quist Capital Management November 2003 - February 2005
Beth Israel Deaconess Medical Center, Harvard Medical School January 2001 - March 2003
Skills
Due Diligence, Financial Analysis, Portfolio Management, Investments, Pharmaceutical Industry, Healthcare, Biotechnology, Risk Management, Medical Devices, Healthcare Information..., Finance, Leadership, Financial Modeling, Equities, Private Equity, Valuation, Bloomberg, Hedge Funds, Mutual Funds
Education
Tufts University School of Medicine 1997 — 2001
Doctor of Medicine MD / MBA
The George Washington University 1993 — 1997
BA / BS, Economics / Biology
Phillips Academy
Diploma, Cum Laude
Turner Investments March 2013 - Present
Expo Capital Management March 2010 - June 2012
Delaware Investments November 2006 - February 2010
Galleon Group March 2005 - October 2006
Hambrecht & Quist Capital Management November 2003 - February 2005
Beth Israel Deaconess Medical Center, Harvard Medical School January 2001 - March 2003
Skills
Due Diligence, Financial Analysis, Portfolio Management, Investments, Pharmaceutical Industry, Healthcare, Biotechnology, Risk Management, Medical Devices, Healthcare Information..., Finance, Leadership, Financial Modeling, Equities, Private Equity, Valuation, Bloomberg, Hedge Funds, Mutual Funds
Education
Tufts University School of Medicine 1997 — 2001
Doctor of Medicine MD / MBA
The George Washington University 1993 — 1997
BA / BS, Economics / Biology
Phillips Academy
Diploma, Cum Laude
Eric Kleppe, CFA, CAIA's Turner Investments Experience January 2012 - February 2013
Job Investment Professional looking for next opportunity
Industry Investment Management
Experience
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Louise Hertzog Louise Hertzog's Turner Investments Experience 2003 - February 2014
Job Program Trader at Turner Investment til 2/14
Industry Investment Management
Experience
Turner Investments 2003 - February 2014
StoneRidge Investment Company January 1999 - January 2003
Meridian Investment Company January 1989 - January 1999
Education
Montgomery County Community College 1969 — 1971
AA, Early Childhood Education
Turner Investments 2003 - February 2014
StoneRidge Investment Company January 1999 - January 2003
Meridian Investment Company January 1989 - January 1999
Education
Montgomery County Community College 1969 — 1971
AA, Early Childhood Education
Amit Baid's Turner Investments Experience 2013 - 2014
Job Investor
Industry Internet
Experience
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Neuberger Berman 2015 - Present
Pipal Tech Ventures June 2011 - Present
Turner Investments 2013 - 2014
Fidelity Investments (Pyramis) July 2007 - June 2012
Breadcrumb POS (sold to Groupon) January 2011 - May 2012
Millennium Technology Ventures July 2006 - September 2006
Earnest Partners May 2006 - July 2006
SAP America January 2005 - August 2005
SAP America January 2003 - January 2005
SAP America August 2001 - January 2003
Skills
Investment Management, Hedge Funds, Accounting, Financial Modeling, Angel Investing, Public Equity Offerings, SaaS, Cloud Computing, Digital Marketing, CRM, Mobile Applications, Mobile Marketing, Social Media Strategist, Technology Evangelist, Equity Valuation, Business Strategy, Go-to-market Strategy, Entrepreneurship, Product Management, Consulting, SAP, Product Design, Internet, Analytics, Mobile Payments, Corporate Development, IT Strategy, Private Equity, Strategic Partnerships, Strategy, Enterprise Software, Start-ups
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Stanford University 2004 — 2005
APM (not completed)
National Institute of Technology Tiruchirappalli 1994 — 1998
BE
National Institute of Technology, Trichi, India 1994 — 1998
BE
St. Stanislaus 1989 — 1992
Danielson English Medium School 1983 — 1989
Andrew Bauer, CFA's Turner Investments Experience 2008 - 2011
Job Vice President at Brandywine Global
Industry Investment Management
Experience
Brandywine Global 2011 - Present
Turner Investments 2008 - 2011
Legg Mason 2004 - 2008
Education
San Diego State University-California State University
MS, Finance
University of Maryland College Park
BS, Accounting
Brandywine Global 2011 - Present
Turner Investments 2008 - 2011
Legg Mason 2004 - 2008
Education
San Diego State University-California State University
MS, Finance
University of Maryland College Park
BS, Accounting
Chris Reece's Turner Investments Experience June 2007 - February 2012
Job Senior Vice President at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2012 - Present
Turner Investments June 2007 - February 2012
The Hartford March 2006 - June 2007
David Vaughan Investments January 2004 - December 2005
The Vanguard Group March 1996 - January 2004
Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management
Education
Villanova University 2003 — 2007
MBA, Finance
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science, Finance
Franklin Square Capital Partners February 2012 - Present
Turner Investments June 2007 - February 2012
The Hartford March 2006 - June 2007
David Vaughan Investments January 2004 - December 2005
The Vanguard Group March 1996 - January 2004
Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management
Education
Villanova University 2003 — 2007
MBA, Finance
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science, Finance
Robert J. Steele's Turner Investments Experience January 2013 - May 2014
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Turner Investments January 2013 - May 2014
State Street November 2008 - January 2013
Merion Golf Club 1999 - 2009
Independence Financial Associates February 2008 - October 2008
Skills
Fixed Income, Investments, Securities, Finance, Mutual Funds, Equities, Bloomberg
Education
Temple University 2005 — 2008
Finance, General
Temple University - Fox School of Business and Management 2005 — 2007
Finance, Real Estate
JPMorgan Chase May 2014 - Present
Turner Investments January 2013 - May 2014
State Street November 2008 - January 2013
Merion Golf Club 1999 - 2009
Independence Financial Associates February 2008 - October 2008
Skills
Fixed Income, Investments, Securities, Finance, Mutual Funds, Equities, Bloomberg
Education
Temple University 2005 — 2008
Finance, General
Temple University - Fox School of Business and Management 2005 — 2007
Finance, Real Estate
Steven Gold CFA's Turner Investments Experience June 2004 - August 2011
Job Principal & Lead Portfolio Manager at Placera Capital Management
Industry Financial Services
Experience
Placera Capital Management, LLC April 2012 - Present
Turner Investments, L.P. August 2011 - April 2012
Turner Investments June 2004 - August 2011
Standish Mellon Asset Management 1994 - 2003
Skills
Hedge Funds, Equities, Asset Managment, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds
Education
Temple University - Fox School of Business and Management 1977 — 1979
Concentration in Risk Management
Case Western Reserve University 1972 — 1976
BA, History
Placera Capital Management, LLC April 2012 - Present
Turner Investments, L.P. August 2011 - April 2012
Turner Investments June 2004 - August 2011
Standish Mellon Asset Management 1994 - 2003
Skills
Hedge Funds, Equities, Asset Managment, Investments, Equity Research, Portfolio Management, Investment Management, Mutual Funds
Education
Temple University - Fox School of Business and Management 1977 — 1979
Concentration in Risk Management
Case Western Reserve University 1972 — 1976
BA, History
Brian F. McNally, Esq.'s Turner Investments Experience July 2002 - Present
Job CEO and Owner at IM Compliance Services, LLC
Industry Investment Management
Experience
IM Compliance Services, LLC January 2014 - Present
Turner Investments July 2002 - Present
Bank of America 1997 - 2002
K&L Gates 1995 - 1997
US Securities and Exchange Commission 1990 - 1995
Perkins Coie LLP 1986 - 1989
Skills
Alternative Investments, Asset Management, Hedge Funds, Securities, Mutual Funds, Series 7, Series 63, FINRA, Compliance, Corporate Law, Equities
Education
University of San Francisco School of Law 1983 — 1986
Doctor of Law (J.D.)
Hamilton College 1976 — 1980
Bachelor of Arts (B.A.) magna cum laude, English Language and Literature, General
IM Compliance Services, LLC January 2014 - Present
Turner Investments July 2002 - Present
Bank of America 1997 - 2002
K&L Gates 1995 - 1997
US Securities and Exchange Commission 1990 - 1995
Perkins Coie LLP 1986 - 1989
Skills
Alternative Investments, Asset Management, Hedge Funds, Securities, Mutual Funds, Series 7, Series 63, FINRA, Compliance, Corporate Law, Equities
Education
University of San Francisco School of Law 1983 — 1986
Doctor of Law (J.D.)
Hamilton College 1976 — 1980
Bachelor of Arts (B.A.) magna cum laude, English Language and Literature, General
Scott Swickard's Turner Investments Experience July 2007 - Present
Job Global Equity Analyst at Turner Investments
Industry Investment Management
Experience
Turner Investments July 2007 - Present
Caterpillar Financial May 2006 - August 2006
Caterpillar Inc. May 2005 - August 2005
RLI May 2004 - August 2004
Skills
Equities, Portfolio Management, Investments, Securities, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments, Financial Modeling, Equity Research, Valuation, Investment Management, Bloomberg Terminal, Capital Markets, Financial Analysis, Investment Strategies
Education
Bradley University 2002 — 2007
Master's, Accounting & Finance
Turner Investments July 2007 - Present
Caterpillar Financial May 2006 - August 2006
Caterpillar Inc. May 2005 - August 2005
RLI May 2004 - August 2004
Skills
Equities, Portfolio Management, Investments, Securities, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Alternative Investments, Financial Modeling, Equity Research, Valuation, Investment Management, Bloomberg Terminal, Capital Markets, Financial Analysis, Investment Strategies
Education
Bradley University 2002 — 2007
Master's, Accounting & Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial