Turner Investments, L.P.
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, L.P. Employees
Employee
Years
Job
Industry
Mike Lozano, CFA Mike Lozano, CFA's Turner Investments, L.P. Experience 2007 - 2013
Job Portfolio Manager at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2014 - Present
Turner Investments, L.P. 2007 - 2013
Goldman Sachs 2006 - 2006
Skills
Bloomberg Terminal, Microsoft Excel, Reuters, Bloomberg, Equities, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Investments, Portfolio Management, Trading, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Lower Merion High School
TIAA-CREF February 2014 - Present
Turner Investments, L.P. 2007 - 2013
Goldman Sachs 2006 - 2006
Skills
Bloomberg Terminal, Microsoft Excel, Reuters, Bloomberg, Equities, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Asset Management, Financial Modeling, Investments, Portfolio Management, Trading, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Lower Merion High School
Erika McDaniel Erika McDaniel's Turner Investments, L.P. Experience November 2012 - January 2014
Job Business Development Associate at Glenmede
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
Brenna Dougherty's Turner Investments, L.P. Experience May 2011 - August 2011
Job Strategist at One Nine Media
Industry Marketing and Advertising
Experience
One Nine Media September 2015 - Present
The Lucky Group September 2014 - August 2015
Bloomingdale's June 2013 - August 2014
Nordstrom May 2012 - July 2012
Turner Investments, L.P. May 2011 - August 2011
Education
Georgetown University 2009 — 2013
BSBA, Marketing and International Business
University College Dublin 2011 — 2012
Bachelor's Degree, Marketing
Country Day School of the Sacred Heart 2005 — 2009
High School
One Nine Media September 2015 - Present
The Lucky Group September 2014 - August 2015
Bloomingdale's June 2013 - August 2014
Nordstrom May 2012 - July 2012
Turner Investments, L.P. May 2011 - August 2011
Education
Georgetown University 2009 — 2013
BSBA, Marketing and International Business
University College Dublin 2011 — 2012
Bachelor's Degree, Marketing
Country Day School of the Sacred Heart 2005 — 2009
High School
Josh Kohler's Turner Investments, L.P. Experience March 2014 - September 2014
Job Analyst at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners November 2014 - Present
Drexel University October 2014 - December 2014
Turner Investments, L.P. March 2014 - September 2014
Drexel University September 2013 - March 2014
Banco Sabadell May 2013 - August 2013
Sodexo Corporate Services June 2011 - May 2013
Choate Rosemary Hall June 2011 - July 2011
Hoops 4 Hope April 2010 - June 2010
Social Entrepreneur Corps May 2009 - July 2009
Coopersburg Sports 2008 - 2008
Skills
Financial Analysis, Investments, Equity Research, Microsoft Office, Financial Reporting, Data Entry, Financial Accounting, Sales, Bilingual-English/Spanis..., Guitarist, Consultant, Fantasy Sports, Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Research, Management, Public Speaking, Portfolio Management
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Business Administration (BBA), Finance, 3.91
Southern Lehigh
Franklin Square Capital Partners November 2014 - Present
Drexel University October 2014 - December 2014
Turner Investments, L.P. March 2014 - September 2014
Drexel University September 2013 - March 2014
Banco Sabadell May 2013 - August 2013
Sodexo Corporate Services June 2011 - May 2013
Choate Rosemary Hall June 2011 - July 2011
Hoops 4 Hope April 2010 - June 2010
Social Entrepreneur Corps May 2009 - July 2009
Coopersburg Sports 2008 - 2008
Skills
Financial Analysis, Investments, Equity Research, Microsoft Office, Financial Reporting, Data Entry, Financial Accounting, Sales, Bilingual-English/Spanis..., Guitarist, Consultant, Fantasy Sports, Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Word, Research, Management, Public Speaking, Portfolio Management
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Business Administration (BBA), Finance, 3.91
Southern Lehigh
Jacqueline Cron's Turner Investments, L.P. Experience March 2014 - September 2014
Job Actress/ Creator
Industry Investment Management
Experience
Turner Investments, L.P. March 2014 - September 2014
Drexel University September 2013 - March 2014
Speakaboos July 2012 - September 2012
Sony Music Entertainment June 2011 - August 2011
Metropolitan Opera July 2010 - August 2010
Universal Music Group June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, Finance, Time Management, Hindi, Competitive Analysis, Teamwork, Acting, Microsoft Word, Marketing Strategy, Market Research, PowerPoint, Close Attention to..., Guitar, Piano, French, Music Industry, Bloomberg, Prezi, Illustrator, Photoshop, Social Networking, Audio Post Production, Organization, FactSet, Cooking
Education
Drexel University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship & Minor in Acting for Film and Astrophysics, Junior
Friends Academy 2007 — 2011
Turner Investments, L.P. March 2014 - September 2014
Drexel University September 2013 - March 2014
Speakaboos July 2012 - September 2012
Sony Music Entertainment June 2011 - August 2011
Metropolitan Opera July 2010 - August 2010
Universal Music Group June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, Finance, Time Management, Hindi, Competitive Analysis, Teamwork, Acting, Microsoft Word, Marketing Strategy, Market Research, PowerPoint, Close Attention to..., Guitar, Piano, French, Music Industry, Bloomberg, Prezi, Illustrator, Photoshop, Social Networking, Audio Post Production, Organization, FactSet, Cooking
Education
Drexel University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship & Minor in Acting for Film and Astrophysics, Junior
Friends Academy 2007 — 2011
Will Hesler Will Hesler's Turner Investments, L.P. Experience December 2011 - August 2012
Job Associate at Chess Consulting LLC
Industry Market Research
Experience
Chess Consulting LLC June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Turner Investments, L.P. December 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, VBA Programming, Bloomberg Terminal, Financial Modeling, Financial Analysis, Economics, Access, Data Analysis, Finance, Investments, Bloomberg, Analysis, Equity Research, Corporate Finance, Financial Reporting, Risk Management, Equities, Valuation, Statistics, Forecasting, Account Reconciliation, Investment Banking
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Chess Consulting LLC June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Turner Investments, L.P. December 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, VBA Programming, Bloomberg Terminal, Financial Modeling, Financial Analysis, Economics, Access, Data Analysis, Finance, Investments, Bloomberg, Analysis, Equity Research, Corporate Finance, Financial Reporting, Risk Management, Equities, Valuation, Statistics, Forecasting, Account Reconciliation, Investment Banking
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
John Caron Jr, CRPC® John Caron Jr, CRPC®'s Turner Investments, L.P. Experience August 2009 - August 2012
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
Jim Tarsatana Jim Tarsatana's Turner Investments, L.P. Experience September 2002 - June 2012
Job Accounting Manager
Industry Insurance
Experience
HTH Worldwide September 2015 - Present
AMG Funds March 2014 - Present
Finance & Accounting Professional July 2012 - February 2014
Turner Investments, L.P. September 2002 - June 2012
Turner Investments, L.P. January 1998 - August 2002
Turner Investments, L.P. September 1995 - December 1997
Skills
Series 7, Equities, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Asset Managment, Fixed Income, Securities, Portfolio Management, Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Financial Statements, Account Reconciliation, Finance, Financial Accounting
Education
Penn State University 1990 — 1992
MBA, Finance
Villanova University 1986 — 1990
BSBA, Finance
HTH Worldwide September 2015 - Present
AMG Funds March 2014 - Present
Finance & Accounting Professional July 2012 - February 2014
Turner Investments, L.P. September 2002 - June 2012
Turner Investments, L.P. January 1998 - August 2002
Turner Investments, L.P. September 1995 - December 1997
Skills
Series 7, Equities, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Asset Managment, Fixed Income, Securities, Portfolio Management, Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Financial Statements, Account Reconciliation, Finance, Financial Accounting
Education
Penn State University 1990 — 1992
MBA, Finance
Villanova University 1986 — 1990
BSBA, Finance
Peter Scilovati, CIMA®*'s Turner Investments, L.P. Experience 2001 - 2011
Job Financial Advisor at Hoover Financial Advisors
Industry Financial Services
Experience
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Hoover Financial Advisors February 2014 - Present
Morgan Stanley Wealth Management January 2012 - January 2014
Turner Investments, L.P. 2001 - 2011
Brandywine Global 1999 - 2001
Rittenhouse Financial (now part of Nuveen Investments, Inc) 1992 - 1997
Skills
Mutual Funds, Investment Management, Wealth Management, Pensions, Investments, Hedge Funds, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, Equities, Asset Management, Estate Planning, Retirement Planning
Education
Pennsylvania State University 1984 — 1988
Business/Managerial Economics
The American College 2015 — 2017
CFP Candidate
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Thomas Badali's Turner Investments, L.P. Experience May 2010 - January 2011
Job Risk Advisory Senior Consultant at EY
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
AP Construction May 2011 - August 2011
Penn State Ice Lions Organization April 2010 - August 2011
Turner Investments, L.P. May 2010 - January 2011
Skills
Bloomberg Terminal, Macgregor XIP, Thomson Reuters Portia, Microsoft Excel, Microsoft Word, Microsoft Power Point, Outlook, PowerPoint, Accounting, SAP, Analysis, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Penn State University 2007 — 2012
B.S. Finance, Finance, General
The Pennsylvania State UniversityUniversity 2007 — 2012
B.S. in Finance and Minor in Economics, Business, 3.66
Ernst & Young August 2012 - Present
AP Construction May 2011 - August 2011
Penn State Ice Lions Organization April 2010 - August 2011
Turner Investments, L.P. May 2010 - January 2011
Skills
Bloomberg Terminal, Macgregor XIP, Thomson Reuters Portia, Microsoft Excel, Microsoft Word, Microsoft Power Point, Outlook, PowerPoint, Accounting, SAP, Analysis, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Penn State University 2007 — 2012
B.S. Finance, Finance, General
The Pennsylvania State UniversityUniversity 2007 — 2012
B.S. in Finance and Minor in Economics, Business, 3.66
Jeffrey Riggs, CAIA, CIMA's Turner Investments, L.P. Experience April 2006 - August 2010
Job Director of Manager Strategies at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial September 2010 - Present
Turner Investments, L.P. April 2006 - August 2010
Brandywine Global Investment Management June 2003 - March 2006
Delaware Investments June 1997 - June 2003
Education
La Salle University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Western Michigan University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Nationwide Financial September 2010 - Present
Turner Investments, L.P. April 2006 - August 2010
Brandywine Global Investment Management June 2003 - March 2006
Delaware Investments June 1997 - June 2003
Education
La Salle University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Western Michigan University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Abbi Anderson Abbi Anderson's Turner Investments, L.P. Experience May 2011 - August 2013
Job Senior Copywriter at Hartford Funds
Industry Public Relations and Communications
Experience
Hartford Funds August 2013 - Present
Turner Investments, L.P. May 2011 - August 2013
Sylvia Marketing & Public Relations July 2010 - December 2010
Susquehanna University August 2009 - May 2010
Mazza Vineyards, Inc (Pennsylvania Renaissance Faire) May 2009 - November 2009
Skills
Writing, Press Releases, Newsletters, Editing, Proofreading, Corporate Communications, Social Media, Public Relations, Marketing Communications, Event Planning, PowerPoint, Microsoft Office, Research, Internal Communications, Digital Photography, InDesign, Portrait Photography, Adobe Creative Suite, Promotions, Photography, QuarkXPress, Facebook, Copywriting, AP Style, Copy Editing, Marketing
Education
Susquehanna University 2006 — 2010
Bachelor of Arts, Communications: Public Relations, Minor in Spanish, Summa Cum Laude
National University of Ireland, Maynooth 2008 — 2008
(Semester abroad), Celtic History and Language
Hartford Funds August 2013 - Present
Turner Investments, L.P. May 2011 - August 2013
Sylvia Marketing & Public Relations July 2010 - December 2010
Susquehanna University August 2009 - May 2010
Mazza Vineyards, Inc (Pennsylvania Renaissance Faire) May 2009 - November 2009
Skills
Writing, Press Releases, Newsletters, Editing, Proofreading, Corporate Communications, Social Media, Public Relations, Marketing Communications, Event Planning, PowerPoint, Microsoft Office, Research, Internal Communications, Digital Photography, InDesign, Portrait Photography, Adobe Creative Suite, Promotions, Photography, QuarkXPress, Facebook, Copywriting, AP Style, Copy Editing, Marketing
Education
Susquehanna University 2006 — 2010
Bachelor of Arts, Communications: Public Relations, Minor in Spanish, Summa Cum Laude
National University of Ireland, Maynooth 2008 — 2008
(Semester abroad), Celtic History and Language
Christopher Perry, CFA Christopher Perry, CFA's Turner Investments, L.P. Experience 1998 - 2005
Job Portfolio Manager and Analyst
Industry Investment Management
Experience
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
Ryan Rabinowitz Ryan Rabinowitz's Turner Investments, L.P. Experience May 2007 - November 2011
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
Emmanuel Amanhyia Emmanuel Amanhyia's Turner Investments, L.P. Experience September 2010 - March 2011
Job Delivery Consultant at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation April 2015 - Present
Comcast Cable October 2012 - Present
Republic Bank September 2010 - September 2012
Turner Investments, L.P. September 2010 - March 2011
BlackRock September 2009 - March 2010
Skills
Marketing, Sales Management, Customer Service, Customer Relations, Market Planning, Marketing Strategy
Education
Drexel University 2007 — 2012
Bachelor of Science, Business Administration
Imperial College London (Foundation for International Education) 2010 — 2010
Semester Abroad, British Literature and Culture
Tallulah Falls School 2004 — 2007
High School Diploma
Cerner Corporation April 2015 - Present
Comcast Cable October 2012 - Present
Republic Bank September 2010 - September 2012
Turner Investments, L.P. September 2010 - March 2011
BlackRock September 2009 - March 2010
Skills
Marketing, Sales Management, Customer Service, Customer Relations, Market Planning, Marketing Strategy
Education
Drexel University 2007 — 2012
Bachelor of Science, Business Administration
Imperial College London (Foundation for International Education) 2010 — 2010
Semester Abroad, British Literature and Culture
Tallulah Falls School 2004 — 2007
High School Diploma
Louis Luong's Turner Investments, L.P. Experience March 2013 - August 2013
Job Private Equity CoInvestment Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane July 2015 - Present
Drexel University - The Dragon Fund September 2014 - March 2015
Drexel University August 2012 - March 2015
Goldman Sachs March 2014 - September 2014
Turner Investments, L.P. March 2013 - August 2013
BlackRock March 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Equities, Fixed Income, Project Management, Analysis, Financial Analysis, Bloomberg, Investment Management, Portfolio Management, Equity Research, Risk Management, Investments, Mutual Funds, Management, Time Management, Bloomberg Terminal, Finance, Financial Modeling, Research, Data Analysis, Relationship Management, Securities, Leadership, Asset Management, Asset Allocation, Microsoft Office, Corporate Finance, Financial Services, Wealth Management, Due Diligence, Cantonese, Public Speaking
Education
Drexel University 2010 — 2015
Bachelor of Science in Business Administration, Finance, Communication
City University of Hong Kong 2013 — 2013
International Exchange Program, College of Business
Hamilton Lane July 2015 - Present
Drexel University - The Dragon Fund September 2014 - March 2015
Drexel University August 2012 - March 2015
Goldman Sachs March 2014 - September 2014
Turner Investments, L.P. March 2013 - August 2013
BlackRock March 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Equities, Fixed Income, Project Management, Analysis, Financial Analysis, Bloomberg, Investment Management, Portfolio Management, Equity Research, Risk Management, Investments, Mutual Funds, Management, Time Management, Bloomberg Terminal, Finance, Financial Modeling, Research, Data Analysis, Relationship Management, Securities, Leadership, Asset Management, Asset Allocation, Microsoft Office, Corporate Finance, Financial Services, Wealth Management, Due Diligence, Cantonese, Public Speaking
Education
Drexel University 2010 — 2015
Bachelor of Science in Business Administration, Finance, Communication
City University of Hong Kong 2013 — 2013
International Exchange Program, College of Business
Marek Hlinka, CFA Marek Hlinka, CFA's Turner Investments, L.P. Experience August 2012 - Present
Job Global Equity Analyst at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. August 2012 - Present
Hlinka Enterprise Inc. December 2003 - Present
Turner Investments, L.P. April 2012 - August 2012
Turner Investments, L.P. August 2011 - April 2012
Turner Investments, L.P. September 2009 - August 2011
Goldman Sachs September 2008 - March 2009
Skills
Bloomberg Terminal, Equities, Bloomberg, Valuation, Investments, Analysis, Fixed Income, Finance, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Competitive Analysis, Strategy, Alternative Investments, Equity Research, Financial Modeling, Due Diligence, Asset Allocation, Securities, Financial Analysis, Corporate Finance, Financial Risk, Financial Markets, Investment Management, Economics, Entrepreneurship, Asset Management, Mutual Funds, Capital Markets, Investment Strategies, Leadership, Equity Valuation, Risk Management, Trading, Equity Trading, Quantitative Finance, Institutional..., Financial Services, Wealth Management, Financial Reporting, Chartered Financial..., Business Valuation, VBA, Strategic Financial..., Market Data, Venture Capital, Buy-side, Interest Rate..., Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (BS), Finance, Accounting, Economics, and Minor in Mathematics, GPA 3.89 - Pennoni Honors College Graduate with Distinction; Magna Cum Laude
Northampton High School 2004 — 2007
High School, National Honors Society
Turner Investments, L.P. August 2012 - Present
Hlinka Enterprise Inc. December 2003 - Present
Turner Investments, L.P. April 2012 - August 2012
Turner Investments, L.P. August 2011 - April 2012
Turner Investments, L.P. September 2009 - August 2011
Goldman Sachs September 2008 - March 2009
Skills
Bloomberg Terminal, Equities, Bloomberg, Valuation, Investments, Analysis, Fixed Income, Finance, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Competitive Analysis, Strategy, Alternative Investments, Equity Research, Financial Modeling, Due Diligence, Asset Allocation, Securities, Financial Analysis, Corporate Finance, Financial Risk, Financial Markets, Investment Management, Economics, Entrepreneurship, Asset Management, Mutual Funds, Capital Markets, Investment Strategies, Leadership, Equity Valuation, Risk Management, Trading, Equity Trading, Quantitative Finance, Institutional..., Financial Services, Wealth Management, Financial Reporting, Chartered Financial..., Business Valuation, VBA, Strategic Financial..., Market Data, Venture Capital, Buy-side, Interest Rate..., Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (BS), Finance, Accounting, Economics, and Minor in Mathematics, GPA 3.89 - Pennoni Honors College Graduate with Distinction; Magna Cum Laude
Northampton High School 2004 — 2007
High School, National Honors Society
Sean Rieder's Turner Investments, L.P. Experience August 2012 - January 2013
Job Analyst at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. June 2013 - Present
Turner Investments, L.P. August 2012 - January 2013
Goldman Sachs May 2012 - August 2012
Turner Investments, L.P. May 2011 - January 2012
Keystone Financial Group July 2010 - August 2010
Springwater Enterprises May 2010 - August 2010
Owens Builders May 2006 - August 2009
Education
Penn State University
Bachelor of Science, magna cum laude, Finance
Hirtle, Callaghan & Co. June 2013 - Present
Turner Investments, L.P. August 2012 - January 2013
Goldman Sachs May 2012 - August 2012
Turner Investments, L.P. May 2011 - January 2012
Keystone Financial Group July 2010 - August 2010
Springwater Enterprises May 2010 - August 2010
Owens Builders May 2006 - August 2009
Education
Penn State University
Bachelor of Science, magna cum laude, Finance
Nicholas Ciabattone's Turner Investments, L.P. Experience September 2014 - March 2015
Job Summer Intern at Corporate Advisory Solutions, LLC
Industry Financial Services
Experience
Corporate Advisory Solutions, LLC June 2015 - Present
Drexel University's LeBow College of Business April 2015 - June 2015
Turner Investments, L.P. September 2014 - March 2015
DuPont Capital Management September 2013 - March 2014
ParkOps, LLC March 2013 - September 2013
South Jersey Industries August 2012 - March 2013
Open Road BMW June 2012 - September 2012
Drexel University September 2011 - June 2012
Oak Crest Day Camp June 2011 - August 2011
Education
Drexel University 2011 — 2016
Bachelor of Science (B.S.)
South Brunswick High School 2007 — 2011
Corporate Advisory Solutions, LLC June 2015 - Present
Drexel University's LeBow College of Business April 2015 - June 2015
Turner Investments, L.P. September 2014 - March 2015
DuPont Capital Management September 2013 - March 2014
ParkOps, LLC March 2013 - September 2013
South Jersey Industries August 2012 - March 2013
Open Road BMW June 2012 - September 2012
Drexel University September 2011 - June 2012
Oak Crest Day Camp June 2011 - August 2011
Education
Drexel University 2011 — 2016
Bachelor of Science (B.S.)
South Brunswick High School 2007 — 2011
James Bacon James Bacon's Turner Investments, L.P. Experience June 2004 - February 2005
Job CoFounder, Chief Investment Officer at Granite Harbor Asset Management, LLC
Industry Investment Management
Experience
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Granite Harbor Asset Management, LLC May 2014 - Present
Crestwood Advisors LLC August 2009 - May 2014
Aspect Medical Systems June 2009 - July 2009
MFS Investment Management February 2005 - November 2008
Turner Investments, L.P. June 2004 - February 2005
Eaton Vance 1997 - 2002
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA)
Boston College 1993 — 1997
Bachelor of Science (BS)
Maureen Gribb's Turner Investments, L.P. Experience March 2012 - March 2013
Job Client Service Associate Private Bank at JP Morgan Chase
Industry Financial Services
Experience
Goldman Sachs March 2013 - September 2013
Turner Investments, L.P. March 2012 - March 2013
Susquehanna International Group March 2011 - September 2011
Drexel Smart House January 2011 - July 2011
Drexel University June 2010 - September 2010
Serenity Cupcakes September 2008 - January 2010
Skills
Microsoft Office, Research, Event Management, Public Relations, Excel, Visual Basic, FactSet, Sales Force CRM, Microsoft Excel, Financial Analysis, Access, Analysis, CRM, Portfolio Management, Strategy
Education
Drexel University - College of Business and Administration 2009 — 2014
BS, Accounting and Finance
Aston University 2011 — 2011
Exchange Program
Goldman Sachs March 2013 - September 2013
Turner Investments, L.P. March 2012 - March 2013
Susquehanna International Group March 2011 - September 2011
Drexel Smart House January 2011 - July 2011
Drexel University June 2010 - September 2010
Serenity Cupcakes September 2008 - January 2010
Skills
Microsoft Office, Research, Event Management, Public Relations, Excel, Visual Basic, FactSet, Sales Force CRM, Microsoft Excel, Financial Analysis, Access, Analysis, CRM, Portfolio Management, Strategy
Education
Drexel University - College of Business and Administration 2009 — 2014
BS, Accounting and Finance
Aston University 2011 — 2011
Exchange Program
Amber Cannegieter Amber Cannegieter's Turner Investments, L.P. Experience January 2013 - June 2013
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
Jason Policastro Jason Policastro's Turner Investments, L.P. Experience June 2011 - July 2013
Job Assistant Director of Copywriting, Marketing at Hartford Funds
Industry Public Relations and Communications
Experience
Hartford Funds July 2013 - Present
Self Employed October 2008 - Present
Turner Investments, L.P. June 2011 - July 2013
American University Washington College of Law January 2009 - May 2011
Stanton Communications January 2007 - January 2009
Gregory FCA September 2004 - December 2006
Skills
News Writing, Journalism, Marketing Communications, Social Media, Press Releases, Videography, Video Production, Blogging, Media Relations, Editing, Newsletters, Strategic Communications, Corporate Communications, Social Media Marketing, Facebook, Internal Communications, Ap Style, Twitter, Radio Broadcasting, Public Relations, Crisis Communications, Social Networking, Feature Articles, Magazines, Editorial, AP Style
Education
American University 2009 — 2011
MA, Interactive Journalism
Shippensburg University of Pennsylvania 1999 — 2003
BA, Communications/Journalism
South Western Senior High School
South Western Senior High School
Hartford Funds July 2013 - Present
Self Employed October 2008 - Present
Turner Investments, L.P. June 2011 - July 2013
American University Washington College of Law January 2009 - May 2011
Stanton Communications January 2007 - January 2009
Gregory FCA September 2004 - December 2006
Skills
News Writing, Journalism, Marketing Communications, Social Media, Press Releases, Videography, Video Production, Blogging, Media Relations, Editing, Newsletters, Strategic Communications, Corporate Communications, Social Media Marketing, Facebook, Internal Communications, Ap Style, Twitter, Radio Broadcasting, Public Relations, Crisis Communications, Social Networking, Feature Articles, Magazines, Editorial, AP Style
Education
American University 2009 — 2011
MA, Interactive Journalism
Shippensburg University of Pennsylvania 1999 — 2003
BA, Communications/Journalism
South Western Senior High School
South Western Senior High School
Steven Vandenburg Steven Vandenburg's Turner Investments, L.P. Experience December 2008 - August 2009
Job Manager (CISA), Business Advisory Services
Industry Management Consulting
Experience
Grant Thornton LLP May 2011 - Present
Blue Heron Research Partners August 2009 - April 2011
SEI Investments June 2010 - August 2010
Turner Investments, L.P. December 2008 - August 2009
Skills
Risk, Internal Controls, SAS70, Excel, PowerPoint, Asking Questions, Proposal Generation, DRS, Gap Analysis, Process Improvement, SSAE 16, SSAE16, Risk Assessment, Financial Services, Microsoft Excel, ITGC, HTML, CSS, Analysis, Financial Risk, Management, Bloomberg, Project Management, Managing Project Budgets, Finance
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Council Rock High School South 2002 — 2006
Grant Thornton LLP May 2011 - Present
Blue Heron Research Partners August 2009 - April 2011
SEI Investments June 2010 - August 2010
Turner Investments, L.P. December 2008 - August 2009
Skills
Risk, Internal Controls, SAS70, Excel, PowerPoint, Asking Questions, Proposal Generation, DRS, Gap Analysis, Process Improvement, SSAE 16, SSAE16, Risk Assessment, Financial Services, Microsoft Excel, ITGC, HTML, CSS, Analysis, Financial Risk, Management, Bloomberg, Project Management, Managing Project Budgets, Finance
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Council Rock High School South 2002 — 2006
Jichang Ni Jichang Ni's Turner Investments, L.P. Experience September 2012 - March 2013
Job Alternative Investment Client Service Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
JPMorgan Chase June 2014 - September 2014
Turner Investments, L.P. September 2012 - March 2013
Exelon Power Team September 2011 - April 2012
Exelon September 2010 - September 2011
Apple Inc. June 2010 - October 2010
Skills
Investments, Bloomberg, Leadership, Entrepreneurship, Analysis, Budgets, Nonprofits, Research, Program Management, Facebook, Portfolio Management, Finance, Financial Analysis
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration and Bachelor of Arts in Economics, 3.717
West Philadelphia Catholic High School 2005 — 2009
High School Diploma, International Studies, 4.0
BNY Mellon May 2015 - Present
JPMorgan Chase June 2014 - September 2014
Turner Investments, L.P. September 2012 - March 2013
Exelon Power Team September 2011 - April 2012
Exelon September 2010 - September 2011
Apple Inc. June 2010 - October 2010
Skills
Investments, Bloomberg, Leadership, Entrepreneurship, Analysis, Budgets, Nonprofits, Research, Program Management, Facebook, Portfolio Management, Finance, Financial Analysis
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration and Bachelor of Arts in Economics, 3.717
West Philadelphia Catholic High School 2005 — 2009
High School Diploma, International Studies, 4.0
Stuti Santosh Stuti Santosh's Turner Investments, L.P. Experience April 2013 - September 2013
Job Student at Drexel University
Industry Higher Education
Experience
BlackRock March 2014 - September 2014
Turner Investments, L.P. April 2013 - September 2013
TruMark Financial Credit Union July 2009 - September 2011
Newton Associates January 2011 - June 2011
Skills
Fluent in Hindi, Microsoft Office Suite..., Data Entry, PowerPoint, Management, Public Speaking, Accounting, Market Research, Research, Access, Financial Analysis, Marketing, Time Management, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Teamwork
Education
Drexel University 2011 — 2016
Bachelor of Science (B.S.), Business Administration - Finance, Economics, International Business
BlackRock March 2014 - September 2014
Turner Investments, L.P. April 2013 - September 2013
TruMark Financial Credit Union July 2009 - September 2011
Newton Associates January 2011 - June 2011
Skills
Fluent in Hindi, Microsoft Office Suite..., Data Entry, PowerPoint, Management, Public Speaking, Accounting, Market Research, Research, Access, Financial Analysis, Marketing, Time Management, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Teamwork
Education
Drexel University 2011 — 2016
Bachelor of Science (B.S.), Business Administration - Finance, Economics, International Business
Divya Desai's Turner Investments, L.P. Experience April 2009 - September 2009
Job MPA | Nonprofit Professional | Program Manager
Industry Nonprofit Organization Management
Experience
Rutgers University-Newark – School of Public Affairs and Administration April 2015 - Present
DonorsChoose.org May 2013 - May 2014
Alfa Art Gallery January 2013 - April 2013
Ernst & Young February 2012 - June 2012
Turner Investments, L.P. April 2009 - September 2009
American Campus Communities September 2008 - April 2009
Skills
Project Management, Program Coordination, Process Evaluation, Event Planning, Research, Event Management, Salesforce.com..., Relationship Management, Program Development, Leadership, Nonprofits, Non-profit Program..., Strategic Planning, Process Improvement, Grant Writing, Prospect Research, Resource Development, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Outlook, Marketing, Fundraising
Education
Rutgers University, School of Public Affairs and Administration 2012 — 2014
Master of Public Administration (MPA), Public Administration, Nonprofit Management, 4.0
Drexel University 2006 — 2010
BA, Political Science, Legal Studies
Rutgers University-Newark – School of Public Affairs and Administration April 2015 - Present
DonorsChoose.org May 2013 - May 2014
Alfa Art Gallery January 2013 - April 2013
Ernst & Young February 2012 - June 2012
Turner Investments, L.P. April 2009 - September 2009
American Campus Communities September 2008 - April 2009
Skills
Project Management, Program Coordination, Process Evaluation, Event Planning, Research, Event Management, Salesforce.com..., Relationship Management, Program Development, Leadership, Nonprofits, Non-profit Program..., Strategic Planning, Process Improvement, Grant Writing, Prospect Research, Resource Development, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Outlook, Marketing, Fundraising
Education
Rutgers University, School of Public Affairs and Administration 2012 — 2014
Master of Public Administration (MPA), Public Administration, Nonprofit Management, 4.0
Drexel University 2006 — 2010
BA, Political Science, Legal Studies
Jacqueline Berge Jacqueline Berge's Turner Investments, L.P. Experience January 2007 - July 2014
Job Compliance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Turner Investments, L.P. January 2007 - July 2014
PFPC 2004 - 2006
Skills
Mutual Funds, Series 63, Securities
Education
State University of New York College at Potsdam 1988 — 1992
JPMorgan Chase & Co. December 2014 - Present
Turner Investments, L.P. January 2007 - July 2014
PFPC 2004 - 2006
Skills
Mutual Funds, Series 63, Securities
Education
State University of New York College at Potsdam 1988 — 1992
Leigh Ann (Leigh Ann Shmidheiser) Moore Leigh Ann (Leigh Ann Shmidheiser) Moore's Turner Investments, L.P. Experience September 2005 - December 2005
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
The Philadelphia Group June 2014 - Present
Commonwealth Trust Company June 2013 - June 2014
Kaolin Mushroom Farms, Inc. July 2011 - November 2012
Robert Half Finance & Accounting January 2012 - April 2012
Robert Half Finance & Accounting January 2010 - July 2011
Mercer Advisors May 2008 - July 2009
Belfint, Lyons & Shuman, P.A. January 2006 - May 2006
Turner Investments, L.P. September 2005 - December 2005
Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning
Education
Delaware County Community College 2014 — 2015
Certificate, Human Resource Management
Widener University 2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00
Widener University 2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA
Widener University 2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA
Karen Greenberg, CFA's Turner Investments, L.P. Experience June 2012 - November 2014
Job Managing Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Patrick Burland Patrick Burland's Turner Investments, L.P. Experience December 2010 - June 2012
Job Manager, HR Systems & Analytics at CubeSmart
Industry Real Estate
Experience
CubeSmart July 2012 - Present
Turner Investments, L.P. December 2010 - June 2012
WRT [Wallace Roberts & Todd] January 2008 - December 2010
Sunrise Senior Living April 2003 - July 2007
Skills
HRIS, Human Resources, Onboarding, Benefits Administration, Employee Benefits, Payroll, Management, Deferred Compensation, Training
Education
Dickinson College 1998 — 2002
Bachelor's degree, History
CubeSmart July 2012 - Present
Turner Investments, L.P. December 2010 - June 2012
WRT [Wallace Roberts & Todd] January 2008 - December 2010
Sunrise Senior Living April 2003 - July 2007
Skills
HRIS, Human Resources, Onboarding, Benefits Administration, Employee Benefits, Payroll, Management, Deferred Compensation, Training
Education
Dickinson College 1998 — 2002
Bachelor's degree, History
Daniel McManus Daniel McManus's Turner Investments, L.P. Experience March 1995 - Present
Job Managing Director of Global Equity Trading at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. March 1995 - Present
Turner Investment Partners March 1995 - Present
Delaware Investments, a member of the Macquarie Group March 1994 - March 1995
Foley Mufson & Howe March 1993 - March 1994
Meridian Asset Management April 1988 - March 1993
Provident National Bank April 1985 - April 1988
Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies
Education
Wharton School, University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude
Turner Investments, L.P. March 1995 - Present
Turner Investment Partners March 1995 - Present
Delaware Investments, a member of the Macquarie Group March 1994 - March 1995
Foley Mufson & Howe March 1993 - March 1994
Meridian Asset Management April 1988 - March 1993
Provident National Bank April 1985 - April 1988
Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies
Education
Wharton School, University of Pennsylvania 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude
Glen Romonosky Glen Romonosky's Turner Investments, L.P. Experience 2011 - 2011
Job Security Engineer at SPHERE Technology Solutions
Industry Information Technology and Services
Experience
SPHERE Technology Solutions July 2015 - Present
Cognizant Technology Solutions March 2013 - June 2015
Cognizant Technology Solutions September 2012 - December 2012
Cognizant Technology Solutions June 2012 - September 2012
Turner Investments, L.P. 2011 - 2011
Skills
Windows, Computer Hardware, ITIL, Windows 7, Active Directory, Access, Business Analysis, Mac OS, Microsoft Office, Service Desk, Customer Oriented, Mobile Devices, iOS, Android, Service Improvement, Desktop Administration, Citrix, Salesforce.com, Critical Thinking, Timely Decision Making, Communication Skills, Technical Support, iPhone Support, Dependable Team Player, Service Level Agreements, Documentations, SOP authoring, Software Deployment, Computer System..., Yellow Belt, Six Sigma, CCENT
Education
Penn State University 2007 — 2012
Security and Risk Analysis, Computer and Information Systems Security/Information Assurance
SPHERE Technology Solutions July 2015 - Present
Cognizant Technology Solutions March 2013 - June 2015
Cognizant Technology Solutions September 2012 - December 2012
Cognizant Technology Solutions June 2012 - September 2012
Turner Investments, L.P. 2011 - 2011
Skills
Windows, Computer Hardware, ITIL, Windows 7, Active Directory, Access, Business Analysis, Mac OS, Microsoft Office, Service Desk, Customer Oriented, Mobile Devices, iOS, Android, Service Improvement, Desktop Administration, Citrix, Salesforce.com, Critical Thinking, Timely Decision Making, Communication Skills, Technical Support, iPhone Support, Dependable Team Player, Service Level Agreements, Documentations, SOP authoring, Software Deployment, Computer System..., Yellow Belt, Six Sigma, CCENT
Education
Penn State University 2007 — 2012
Security and Risk Analysis, Computer and Information Systems Security/Information Assurance
John Mickles John Mickles's Turner Investments, L.P. Experience September 2009 - March 2010
Job Paralegal Labor & Employment at Morgan, Lewis & Bockius LLP
Industry Legal Services
Experience
Morgan, Lewis & Bockius LLP May 2013 - Present
Pi Kappa Alpha International Fraternity June 2012 - May 2013
Chimicles & Tikellis LLP September 2010 - March 2011
Turner Investments, L.P. September 2009 - March 2010
Susquehanna International Group September 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Event Planning, Social Media, Public Speaking, Non-profits, PowerPoint, Research, Microsoft Word, Public Relations, Event Management, Strategic Planning, Customer Service, Project Management, Bloomberg Terminal, Lexus, Risk Management
Education
Drexel University - LeBow College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Legal Studies & Finance
Morgan, Lewis & Bockius LLP May 2013 - Present
Pi Kappa Alpha International Fraternity June 2012 - May 2013
Chimicles & Tikellis LLP September 2010 - March 2011
Turner Investments, L.P. September 2009 - March 2010
Susquehanna International Group September 2008 - September 2009
Skills
Microsoft Office, Microsoft Excel, Event Planning, Social Media, Public Speaking, Non-profits, PowerPoint, Research, Microsoft Word, Public Relations, Event Management, Strategic Planning, Customer Service, Project Management, Bloomberg Terminal, Lexus, Risk Management
Education
Drexel University - LeBow College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Legal Studies & Finance
Paul Foster, CFA Paul Foster, CFA's Turner Investments, L.P. Experience August 2011 - July 2014
Job Head of Consultant Relations at The London Company
Industry Investment Management
Experience
The London Company October 2014 - Present
Turner Investments, L.P. August 2011 - July 2014
Delaware Investments February 2000 - August 2011
Delaware Investments January 2002 - April 2007
Sturdivant & Co. May 1996 - January 2000
Oppedisano & Co. March 1993 - December 1995
Hawkes Peers & Co September 1987 - February 1993
Skills
Series 7, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Series 63, Mutual Funds, Investment Strategies, Separately Managed..., Asset Managment, Equities, Investments, Investment Advisory, Fixed Income, Fund Of Funds, Trading, Securities, Institutional..., Emerging Markets, Portfolio Management, FINRA, Financial Services, Bonds, Institutional, Chartered Financial..., Pensions, Client Services, Defined Contribution, Pension Funds, Defined Benefit, New Business Development, Relationship Management, Asset Management
Education
University of Missouri-Columbia 1984 — 1986
MA, History, 4.0
Furman University 1979 — 1983
BA, magna cum laude, History, 3.86
The London Company October 2014 - Present
Turner Investments, L.P. August 2011 - July 2014
Delaware Investments February 2000 - August 2011
Delaware Investments January 2002 - April 2007
Sturdivant & Co. May 1996 - January 2000
Oppedisano & Co. March 1993 - December 1995
Hawkes Peers & Co September 1987 - February 1993
Skills
Series 7, Investment Management, Alternative Investments, Asset Allocation, Hedge Funds, Series 63, Mutual Funds, Investment Strategies, Separately Managed..., Asset Managment, Equities, Investments, Investment Advisory, Fixed Income, Fund Of Funds, Trading, Securities, Institutional..., Emerging Markets, Portfolio Management, FINRA, Financial Services, Bonds, Institutional, Chartered Financial..., Pensions, Client Services, Defined Contribution, Pension Funds, Defined Benefit, New Business Development, Relationship Management, Asset Management
Education
University of Missouri-Columbia 1984 — 1986
MA, History, 4.0
Furman University 1979 — 1983
BA, magna cum laude, History, 3.86
Dev Sharma's Turner Investments, L.P. Experience March 2013 - September 2013
Job Private Equity CoInvestment Analyst at Hamilton Lane
Industry Venture Capital & Private Equity
Experience
Hamilton Lane July 2014 - Present
Himalayan Hope Charitable Foundation June 2014 - Present
Turner Investments, L.P. March 2013 - September 2013
BlackRock March 2012 - September 2012
Synthes September 2010 - March 2011
Drexel University June 2010 - September 2010
Skills
FACTSET, BlackRock Aladdin, SQL, Analysis, Portfolio Management, Project Management, Bloomberg Terminal, Valuation, Equity Research, Trading, Finance, Bonds, Investments, Private Equity, Securities, Bloomberg, Financial Modeling, R, PowerPoint, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor's of Science, Business and Engineering
The University of Hong Kong 2011 — 2011
Study Abroad Program, School of Business
Plymouth Whitemarsh High School
Hamilton Lane July 2014 - Present
Himalayan Hope Charitable Foundation June 2014 - Present
Turner Investments, L.P. March 2013 - September 2013
BlackRock March 2012 - September 2012
Synthes September 2010 - March 2011
Drexel University June 2010 - September 2010
Skills
FACTSET, BlackRock Aladdin, SQL, Analysis, Portfolio Management, Project Management, Bloomberg Terminal, Valuation, Equity Research, Trading, Finance, Bonds, Investments, Private Equity, Securities, Bloomberg, Financial Modeling, R, PowerPoint, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor's of Science, Business and Engineering
The University of Hong Kong 2011 — 2011
Study Abroad Program, School of Business
Plymouth Whitemarsh High School
Laura Lavallee (Sharpless)'s Turner Investments, L.P. Experience April 2002 - March 2004
Job VP, Key Accounts Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds 2007 - Present
Constellation Funds Group March 2004 - March 2006
Turner Investments, L.P. April 2002 - March 2004
Brandywine Global Investment Management August 2000 - April 2002
Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65
Education
Barton College 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
AMG Funds 2007 - Present
Constellation Funds Group March 2004 - March 2006
Turner Investments, L.P. April 2002 - March 2004
Brandywine Global Investment Management August 2000 - April 2002
Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65
Education
Barton College 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
Joe Del Conte's Turner Investments, L.P. Experience May 2013 - December 2013
Job Private Wealth Management Intern at The Fairman Group
Industry Investment Management
Experience
The Fairman Group June 2014 - September 2014
Turner Investments, L.P. May 2013 - December 2013
Skills
Microsoft Excel, Bloomberg, Microsoft Office, Time Management, Public Speaking, PowerPoint, Microsoft Word, Outlook, Teamwork, Portia, Salesforce.com, Account Reconciliation
Education
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Economics
Great Valley High School 2006 — 2010
The Fairman Group June 2014 - September 2014
Turner Investments, L.P. May 2013 - December 2013
Skills
Microsoft Excel, Bloomberg, Microsoft Office, Time Management, Public Speaking, PowerPoint, Microsoft Word, Outlook, Teamwork, Portia, Salesforce.com, Account Reconciliation
Education
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Economics
Great Valley High School 2006 — 2010
Joseph Iagulli's Turner Investments, L.P. Experience September 2011 - March 2012
Job Associate Wrap/Equity Trader at Glenmede Investment Management
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. October 2014 - Present
The Glenmede Trust Company, N.A. June 2013 - September 2014
Turner Investments, L.P. September 2011 - March 2012
Fannie Mae September 2010 - March 2011
BlackRock September 2009 - March 2010
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
The Glenmede Trust Company, N.A. October 2014 - Present
The Glenmede Trust Company, N.A. June 2013 - September 2014
Turner Investments, L.P. September 2011 - March 2012
Fannie Mae September 2010 - March 2011
BlackRock September 2009 - March 2010
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
Kenneth Straub Kenneth Straub's Turner Investments, L.P. Experience May 2013 - August 2013
Job Risk Management Associate at GE Capital
Industry Financial Services
Experience
GE Capital June 2015 - Present
GE Capital June 2014 - August 2014
Elon University Residence Life February 2012 - August 2014
Turner Investments, L.P. May 2013 - August 2013
Carrabba's Italian Grill November 2010 - March 2012
Corporation Service Company June 2011 - August 2011
Skills
Leadership, Customer Service, Time Management, Cold Calling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Event Planning, Facebook, Social Networking, Access, Research, Teamwork, Outlook, Financial Modeling
Education
Elon University 2011 — 2015
Accounting and Finance
GE Capital June 2015 - Present
GE Capital June 2014 - August 2014
Elon University Residence Life February 2012 - August 2014
Turner Investments, L.P. May 2013 - August 2013
Carrabba's Italian Grill November 2010 - March 2012
Corporation Service Company June 2011 - August 2011
Skills
Leadership, Customer Service, Time Management, Cold Calling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Event Planning, Facebook, Social Networking, Access, Research, Teamwork, Outlook, Financial Modeling
Education
Elon University 2011 — 2015
Accounting and Finance
David Brenia's Turner Investments, L.P. Experience March 2003 - March 2012
Job Vice President, Research Analyst
Industry Investment Management
Experience
Investment Counselors of Maryland May 2014 - Present
Placera Capital Management, LLC April 2012 - May 2014
Turner Investments, L.P. March 2003 - March 2012
United States Navy May 1996 - May 2001
Skills
Equity Research, Portfolio Management, Financial Modeling, Equities, Investments, Forecasting, Financial Analysis, Proj Management, Leadership
Education
University of Tulsa 2001 — 2003
MBA, Finance
United States Naval Academy 1992 — 1996
BS, Political Science
Kingwood High School 1988 — 1992
Investment Counselors of Maryland May 2014 - Present
Placera Capital Management, LLC April 2012 - May 2014
Turner Investments, L.P. March 2003 - March 2012
United States Navy May 1996 - May 2001
Skills
Equity Research, Portfolio Management, Financial Modeling, Equities, Investments, Forecasting, Financial Analysis, Proj Management, Leadership
Education
University of Tulsa 2001 — 2003
MBA, Finance
United States Naval Academy 1992 — 1996
BS, Political Science
Kingwood High School 1988 — 1992
Hans Specht's Turner Investments, L.P. Experience October 2008 - July 2014
Job Financial Controller
Industry Food Production
Experience
Devault Foods October 2014 - Present
Turner Investments, L.P. October 2008 - July 2014
Turner Investments, L.P. December 2004 - September 2008
Constellation Investment Management Company March 2004 - November 2004
Turner Investments, L.P. March 1998 - February 2004
Drexel Technical Associates November 1996 - February 1998
Med Staff, Inc. September 1988 - October 1996
Skills
Hedge Funds, Asset Management, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Investments, Portfolio Management, Equities, Mutual Funds, Finance
Education
Drexel University 1987 — 1992
Devault Foods October 2014 - Present
Turner Investments, L.P. October 2008 - July 2014
Turner Investments, L.P. December 2004 - September 2008
Constellation Investment Management Company March 2004 - November 2004
Turner Investments, L.P. March 1998 - February 2004
Drexel Technical Associates November 1996 - February 1998
Med Staff, Inc. September 1988 - October 1996
Skills
Hedge Funds, Asset Management, Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Investments, Portfolio Management, Equities, Mutual Funds, Finance
Education
Drexel University 1987 — 1992
Arun Manoharan's Turner Investments, L.P. Experience 2012 - 2013
Job Analyst at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
William Speacht's Turner Investments, L.P. Experience June 2006 - January 2015
Job Sr. Compliance ManagerFunds at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management February 2015 - Present
Turner Funds November 2013 - January 2015
Turner International, Ltd. - UK Subsidiary December 2007 - January 2015
Turner Investments, L.P. June 2006 - January 2015
Delaware Investments February 1997 - May 2006
Education
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science in Business Administration, Business Management
Aberdeen Asset Management February 2015 - Present
Turner Funds November 2013 - January 2015
Turner International, Ltd. - UK Subsidiary December 2007 - January 2015
Turner Investments, L.P. June 2006 - January 2015
Delaware Investments February 1997 - May 2006
Education
Kutztown University of Pennsylvania 1989 — 1993
Bachelor of Science in Business Administration, Business Management
Larry B.'s Turner Investments, L.P. Experience June 2008 - December 2012
Job International Settlements Specialist
Industry Financial Services
Experience
Turner Investments, L.P. June 2008 - December 2012
Nomura Securities March 2001 - June 2007
Skills
Swift, Goldman 360,..., Equities, Trading, FX Options, Investment Banking, Risk Management, Financial Services, Mutual Funds, Settlement, Prime Brokerage, Leadership, Management, Asset Allocation
Education
Strayer University-Pennsylvania 2013 — 2016
BACHERLOR OF SCIENCE, Information Systems and Technology
Upsala College
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Wagner College
Bachelor of Applied Science (BASc), Computer Science
Turner Investments, L.P. June 2008 - December 2012
Nomura Securities March 2001 - June 2007
Skills
Swift, Goldman 360,..., Equities, Trading, FX Options, Investment Banking, Risk Management, Financial Services, Mutual Funds, Settlement, Prime Brokerage, Leadership, Management, Asset Allocation
Education
Strayer University-Pennsylvania 2013 — 2016
BACHERLOR OF SCIENCE, Information Systems and Technology
Upsala College
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Wagner College
Bachelor of Applied Science (BASc), Computer Science
Meghan Chmura's Turner Investments, L.P. Experience February 2006 - February 2015
Job Sales/Marketing Associate at Glenmede Investment Management LP
Industry Financial Services
Experience
Glenmede Investment Management LP February 2015 - Present
Turner Investments, L.P. February 2006 - February 2015
Vanguard 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Marketing, Asset Allocation, Investment Strategies, Series 63, Asset Management, Financial Services, Hedge Funds, Investments, Investment Management, Separately Managed..., Institutional...
Education
Saint Joseph's University 1995 — 1999
Bachelor's degree, English
Glenmede Investment Management LP February 2015 - Present
Turner Investments, L.P. February 2006 - February 2015
Vanguard 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Marketing, Asset Allocation, Investment Strategies, Series 63, Asset Management, Financial Services, Hedge Funds, Investments, Investment Management, Separately Managed..., Institutional...
Education
Saint Joseph's University 1995 — 1999
Bachelor's degree, English
Laura Peppel's Turner Investments, L.P. Experience May 2011 - June 2012
Job Contracts Analyst
Industry Oil & Energy
Experience
Sunoco, Inc. March 2015 - Present
Sunoco, Inc. December 2012 - March 2015
Turner Investments, L.P. May 2011 - June 2012
CBRE Clarion Securities (formerly ING Clarion Real Estate Securities) June 2007 - March 2011
DuPont Captial Management September 2004 - May 2007
Morgan Stanley Investment Management, Inc. February 2003 - September 2004
Northmarq Capital & Grosvenor (formerly Legg Mason Real Estate Services) January 1997 - February 2003
Skills
Marketing, Budgets, Customer Service, CRM Administrator, Organization &..., Communication Skills, Project Coordination, Commercial Real Estate, commerical mortgage..., financial services, Microsoft Office, MAC, PC, CRM
Education
University of California, Irvine 2015 — 2015
N/A, Contract Management Certification
Widener University 1998 — 2002
Bachelors, Business Administration w/concentration in Marketing
Goldey Beacom College 1994 — 1997
Associates, Business Administration
Ridley High School 1990 — 1994
Diploma, N/A
Delaware County Community College
N/A, Professional studies
Sunoco, Inc. March 2015 - Present
Sunoco, Inc. December 2012 - March 2015
Turner Investments, L.P. May 2011 - June 2012
CBRE Clarion Securities (formerly ING Clarion Real Estate Securities) June 2007 - March 2011
DuPont Captial Management September 2004 - May 2007
Morgan Stanley Investment Management, Inc. February 2003 - September 2004
Northmarq Capital & Grosvenor (formerly Legg Mason Real Estate Services) January 1997 - February 2003
Skills
Marketing, Budgets, Customer Service, CRM Administrator, Organization &..., Communication Skills, Project Coordination, Commercial Real Estate, commerical mortgage..., financial services, Microsoft Office, MAC, PC, CRM
Education
University of California, Irvine 2015 — 2015
N/A, Contract Management Certification
Widener University 1998 — 2002
Bachelors, Business Administration w/concentration in Marketing
Goldey Beacom College 1994 — 1997
Associates, Business Administration
Ridley High School 1990 — 1994
Diploma, N/A
Delaware County Community College
N/A, Professional studies
Natalie Marvi-Romeo, CAIA's Turner Investments, L.P. Experience April 2014 - December 2014
Job Investment Management
Industry Investment Management
Experience
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
Alex Zeng, PhD, CFA's Turner Investments, L.P. Experience April 2011 - December 2014
Job Quant Research & Portfolio Management
Industry Investment Management
Experience
Lincoln Investment Advisors Corporation December 2014 - Present
Turner Investments, L.P. April 2011 - December 2014
Calvert Investments April 2010 - September 2010
Skills
Portfolio Management, Quantitative Finance, Portfolio Optimization, Hedge Funds, Project Management, Equities, Equity Derivatives, Bloomberg, VBA, SAS, Quantitative Research, Barra Portfolio Manager, Statistical Arbitrage, Machine Learning, Object Oriented Design, C/C++, R / S-Plus, T-SQL, Matlab, Python, Big Data, Predictive Analytics, FactSet, MarketQA, C++
Education
University of Maryland College Park 2006 — 2010
Ph.D., Project Management
Tsinghua University 2000 — 2006
B.S. & M.S., Engineering
Lincoln Investment Advisors Corporation December 2014 - Present
Turner Investments, L.P. April 2011 - December 2014
Calvert Investments April 2010 - September 2010
Skills
Portfolio Management, Quantitative Finance, Portfolio Optimization, Hedge Funds, Project Management, Equities, Equity Derivatives, Bloomberg, VBA, SAS, Quantitative Research, Barra Portfolio Manager, Statistical Arbitrage, Machine Learning, Object Oriented Design, C/C++, R / S-Plus, T-SQL, Matlab, Python, Big Data, Predictive Analytics, FactSet, MarketQA, C++
Education
University of Maryland College Park 2006 — 2010
Ph.D., Project Management
Tsinghua University 2000 — 2006
B.S. & M.S., Engineering
Dena Monastero's Turner Investments, L.P. Experience March 2011 - January 2014
Job Administrative Assistant for Wellington Management
Industry Financial Services
Experience
Turner Investments, L.P. March 2011 - January 2014
Meridith's Catering & Events June 2009 - December 2010
Oracle February 2001 - May 2004
Skills
Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, New Business Development, Management, Marketing, Negotiation, Account Management, Customer Satisfaction, Team Leadership, Outlook, Event Management, Customer Service, Event Planning
Education
Villanova University 1996 — 1997
Completed coursework towards MBA Certificate, Marketing
Montgomery County Community College 1989 — 1990
Completed coursework toward degree, Early Childhood Education and Teaching
Turner Investments, L.P. March 2011 - January 2014
Meridith's Catering & Events June 2009 - December 2010
Oracle February 2001 - May 2004
Skills
Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, New Business Development, Management, Marketing, Negotiation, Account Management, Customer Satisfaction, Team Leadership, Outlook, Event Management, Customer Service, Event Planning
Education
Villanova University 1996 — 1997
Completed coursework towards MBA Certificate, Marketing
Montgomery County Community College 1989 — 1990
Completed coursework toward degree, Early Childhood Education and Teaching
Steven Gold CFA's Turner Investments, L.P. Experience August 2011 - April 2012
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
julia babiitchouk's Turner Investments, L.P. Experience 2005 - 2006
Job Managed Accounts Trader, VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Morgan Stanley Wealth Management May 2011 - Present
UBS February 2006 - March 2011
Turner Investments, L.P. 2005 - 2006
Skills
Series 7, Equities, Fixed Income, Series 63, Bloomberg, Bonds, Capital Markets, Trading, Electronic Trading, FINRA, Trading Systems, Financial Markets, Wealth Management, Swaps, Bloomberg Terminal, Derivatives, Securities, Structured Products, Alternative Investments
Education
Penn State University
Sarath Mom's Turner Investments, L.P. Experience April 2007 - July 2014
Job Network Engineer
Industry Financial Services
Experience
Drinker Biddle & Reath LLP July 2014 - Present
Turner Investments, L.P. April 2007 - July 2014
Skills
Windows Server, Disaster Recovery, Active Directory, Servers, VMware, Group Policy, VMware ESX, Public Speaking, Team Leadership, Technical Support
Education
Penn State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Drinker Biddle & Reath LLP July 2014 - Present
Turner Investments, L.P. April 2007 - July 2014
Skills
Windows Server, Disaster Recovery, Active Directory, Servers, VMware, Group Policy, VMware ESX, Public Speaking, Team Leadership, Technical Support
Education
Penn State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Scott J. Kearney's Turner Investments, L.P. Experience 1995 - September 2013
Job Head of Institutional Sales at Delaware Investments
Industry Investment Management
Experience
Delaware Investments January 2015 - Present
F-Squared Investments September 2013 - January 2015
Turner Investments, L.P. 1995 - September 2013
Skills
Alternative Investments, Investment Management, Sales Management, Institutional Sales, Hedge Funds, Global Marketing, Equities
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Business Administration, Finance and Marketing
Delaware Investments January 2015 - Present
F-Squared Investments September 2013 - January 2015
Turner Investments, L.P. 1995 - September 2013
Skills
Alternative Investments, Investment Management, Sales Management, Institutional Sales, Hedge Funds, Global Marketing, Equities
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Business Administration, Finance and Marketing
Clayton Parrett's Turner Investments, L.P. Experience September 2013 - March 2014
Job Analyst at Miller Investment Management
Industry Financial Services
Experience
Miller Investment Management January 2015 - Present
Miller Investment Management June 2014 - September 2014
Turner Investments, L.P. September 2013 - March 2014
Skills
Accounting, Alternative Investments, Equity Research, Fixed Income, Investment Banking, Asset Management, Banking, Financial Advisory, Investments, Market Research, Divestitures, Equities
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Accounting
Miller Investment Management January 2015 - Present
Miller Investment Management June 2014 - September 2014
Turner Investments, L.P. September 2013 - March 2014
Skills
Accounting, Alternative Investments, Equity Research, Fixed Income, Investment Banking, Asset Management, Banking, Financial Advisory, Investments, Market Research, Divestitures, Equities
Education
Drexel University 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Finance and Accounting
Fred Casadei's Turner Investments, L.P. Experience January 2011 - Present
Job Director of Operations at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Dane Rogers's Turner Investments, L.P. Experience January 2008 - August 2008
Job Broadcast Media Professional
Industry Broadcast Media
Experience
1360 WCHL 2010 - 2010
Turner Investments, L.P. January 2008 - August 2008
Skills
Social Media, Microsoft Excel, PowerPoint, AP style writing, Analysis, Critical Thinking, Work Ethic, Construction, Adobe Audition, Interviewing Skills, News Writing, Humanitarian Assistance, Cold Calling
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Arts (BA), Journalism
James Madison University 2005 — 2007
1360 WCHL 2010 - 2010
Turner Investments, L.P. January 2008 - August 2008
Skills
Social Media, Microsoft Excel, PowerPoint, AP style writing, Analysis, Critical Thinking, Work Ethic, Construction, Adobe Audition, Interviewing Skills, News Writing, Humanitarian Assistance, Cold Calling
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Arts (BA), Journalism
James Madison University 2005 — 2007
Halie O'Shea's Turner Investments, L.P. Experience November 2003 - Present
Job Portfolio Manager / Global Security Analyst at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. November 2003 - Present
Janney Montgomery Scott October 2001 - November 2003
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Science (BS)
Turner Investments, L.P. November 2003 - Present
Janney Montgomery Scott October 2001 - November 2003
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Northwestern University
Bachelor of Science (BS)
Daniel Hirsch, CFA's Turner Investments, L.P. Experience May 2008 - July 2014
Job Associate Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2014 - Present
Turner Investments, L.P. May 2008 - July 2014
Turner Investments, L.P. September 2007 - March 2008
BlackRock September 2005 - March 2006
Skills
Investments, Hedge Funds, Stock Market, Stocks, Bloomberg Terminal, Equity Research, Equities, Mutual Funds, Money Management, Institutional..., Investment Strategies, Asset Allocation, Trading
Education
Drexel University - College of Business and Administration 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
T. Rowe Price August 2014 - Present
Turner Investments, L.P. May 2008 - July 2014
Turner Investments, L.P. September 2007 - March 2008
BlackRock September 2005 - March 2006
Skills
Investments, Hedge Funds, Stock Market, Stocks, Bloomberg Terminal, Equity Research, Equities, Mutual Funds, Money Management, Institutional..., Investment Strategies, Asset Allocation, Trading
Education
Drexel University - College of Business and Administration 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Jasmine Feng's Turner Investments, L.P. Experience May 2006 - January 2007
Job Financial Data Analyst at The Children's Hospital of Philadelphia
Industry Hospital & Health Care
Experience
The Children's Hospital of Philadelphia October 2014 - Present
The Children's Hospital of Philadelphia 2011 - September 2014
Vanguard 2007 - 2011
Penn State University January 2007 - July 2007
Turner Investments, L.P. May 2006 - January 2007
Skills
Data Analysis, Data Validation, Problem Solving, Process Improvement, Productivity Tools, Kronos WFAN, Decision Support, Business Objects, User Acceptance Testing, Business Requirements, Finance, Financial Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2003 — 2007
Bachelor's Degree
The Children's Hospital of Philadelphia October 2014 - Present
The Children's Hospital of Philadelphia 2011 - September 2014
Vanguard 2007 - 2011
Penn State University January 2007 - July 2007
Turner Investments, L.P. May 2006 - January 2007
Skills
Data Analysis, Data Validation, Problem Solving, Process Improvement, Productivity Tools, Kronos WFAN, Decision Support, Business Objects, User Acceptance Testing, Business Requirements, Finance, Financial Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2003 — 2007
Bachelor's Degree
Abigail Sarmiento's Turner Investments, L.P. Experience May 2014 - Present
Job Intern at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. May 2014 - Present
Nudy's Cafe May 2013 - August 2013
Venture Programs May 2012 - August 2012
Oceanside Seafood May 2011 - August 2011
Skills
Bloomberg, FactSet, Equity Research, Finance, Management, Marketing, Market Research, Customer Service, Portfolio Management, Hedge Funds, Equities, Fixed Income, Mutual Funds, Alternative Investments, Customer Satisfaction, Leadership, Public Speaking, Microsoft Excel, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance & Minor in International Studies, Senior
Episcopal Academy 2007 — 2011
Turner Investments, L.P. May 2014 - Present
Nudy's Cafe May 2013 - August 2013
Venture Programs May 2012 - August 2012
Oceanside Seafood May 2011 - August 2011
Skills
Bloomberg, FactSet, Equity Research, Finance, Management, Marketing, Market Research, Customer Service, Portfolio Management, Hedge Funds, Equities, Fixed Income, Mutual Funds, Alternative Investments, Customer Satisfaction, Leadership, Public Speaking, Microsoft Excel, Time Management
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance & Minor in International Studies, Senior
Episcopal Academy 2007 — 2011
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial