Victory Capital Management
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Victory Capital Management Employees
Cowen and Company January 2015 - Present
RBC Capital Markets July 2012 - January 2015
KeyBanc Capital Markets November 2009 - July 2012
KeyBanc Capital Markets 2008 - 2012
Victory Capital Management June 2007 - August 2007
Skills
Security Analysis, Equity Valuation, Equity Research, Financial Modeling, Industry Analysis, Valuation, Financial Analysis, Equities, Capital Markets
Education
Ohio University 2004 — 2008
BBA, Finance; Business Economics
Victory Capital Management May 2015 - Present
Cleveland Clinic February 2012 - May 2015
Skills
Microsoft Excel, Instrument Rated Pilot, Financial Markets, Auditing, Insurance, Analysis, Financial Analysis, Hospitals, Healthcare, Risk Management, Financial Reporting, Business Analysis, Data Entry, Finance
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.61 GPA
Ohio University 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.0
Victory Capital Management September 2014 - Present
Astor Investment Management February 2013 - August 2014
Capital Wealth Planning, LLC. August 2012 - February 2013
Pacific Life January 2005 - October 2009
GUARDIAN INVESTOR SERVICES April 2003 - September 2004
JACKSON NATIONAL LIFE, DISTRIBUTORS November 1995 - April 2003
CALIFORNIA FEDERAL BANK June 1995 - November 1995
SMITH BARNEY June 1993 - June 1995
Skills
New Business Development, Series 7, Investment Management, Mutual Funds, Asset Allocation, Separately Managed..., ETFs, Wholesaling, Series 66, Series 65, Global Macro, Public Speaking, Negotiation, Options, Investment Advisory, Asset Management, Financial Advisory, Equities, Portfolio Management, Securities, Fixed Annuities, Financial Services
Education
California State University-Long Beach 1988 — 1993
BA, Political Science
Columbia University in the City of New York September 2015 - Present
Keller Williams NYC 2013 - Present
New York University September 2012 - August 2015
Amerivest Properties REIT & other Rockefeller interests 2002 - 2012
Victory Capital Management May 1998 - 2012
Lower Manhattan Development Corporation March 2002 - December 2002
Skills
Series 7 General..., PS146 Funds Management..., Registered to Practice..., Investments, Real Estate, Real Estate Development, Private Equity, Joint Ventures, Property, Financial Structuring, Investment Management, Engineering, Teaching, Research, Higher Education, Infrastructure, Public Speaking, Curriculum Design
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA), Finance and Real Estate
The University of Queensland
Bachelor of Architecture (BArch), Architecture, First Class Honors, University Medal
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Architecture/Civil Engineering
Biltmore Family Office, LLC July 2015 - Present
Victory Capital Management July 2012 - June 2015
AkzoNobel June 2011 - August 2011
Gross Investments 2005 - 2011
Education
Case Western Reserve University 2008 — 2012
Bachelor of Science (BS), Finance
2016 Level III Candidate in the CFA Program
The Social Ambition 2012 - Present
Victory Capital Management May 2001 - October 2004
Skills
Social Media, Digital Marketing, Facebook, Online Advertising, Social Media Marketing, Email Marketing, Sales, Public Relations, Account Management, Marketing Communications, Budgets, Salesforce.com, Social Networking, Marketing Strategy
Education
Notre Dame College 1996 — 2000
Bachelor of Arts (B.A.), Business Management - Financial Institutions
Maple Heights High School 1972 — 1976
Hartland & Co. October 2011 - Present
Chess Financial Corp December 2004 - September 2011
Victory Capital Management June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Asset Allocation, Hedge Funds, Portfolio Management, Financial Modeling, Asset Managment
Education
John Carroll University 1994 — 1998
B.S. - Finance
John Carroll University 1994 — 1998
MBA, Finance
Franklin Square Capital Partners July 2014 - Present
Victory Capital Management January 2011 - April 2014
Victory Capital Management May 2008 - January 2011
Argent Capital Management August 2005 - April 2008
SEI Investments February 1999 - July 2005
Pilgrim Baxter & Associates, Ltd. 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, Asset Managment, Investment Management, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Advisory, Institutional..., Financial Analysis, Equities, Fixed Income
Education
Boston College 1990 — 1994
Bachelor of Science, Finance
St. Joseph's Preparatory School 1986 — 1990
High School
St. Aloysius Academy 1978 — 1986
WisdomTree Asset Management August 2011 - Present
Guggenheim Investments 2009 - 2011
Cavanal Hill Investment Management 2008 - 2009
Victory Capital Management 2006 - 2008
UBS Wealth Management 1998 - 2006
Skills
ETFs, Mutual Funds
Education
Florida Atlantic University
BBA, Marketing
University of Florida
Amazon Fulfillment Services October 2014 - Present
Nestlé S.A. July 2012 - Present
Nestlé S.A. June 2012 - December 2012
Victory Capital Management January 2012 - July 2012
KeyBank May 2011 - December 2011
KeyBank May 2011 - December 2011
Universal American November 2010 - March 2011
Universal American November 2010 - March 2011
Defence Finance and Accounting Service June 2007 - June 2010
Defense Finance and Accounting Service January 2007 - January 2010
Skills
Accounts Payable, Account Reconciliation, Accounting, Invoicing, Accounts Receivable, General Ledger, Finance, Analysis, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Budgets, Microsoft Office, Microsoft Excel, Management, Leadership
Education
Cleveland State University 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
Cleveland State University 2005 — 2007
Bachelors of Business Administration, Accounting
MAI Capital Management, LLC August 2012 - Present
Victory Capital Management January 2006 - August 2012
Victory Capital Management April 2004 - July 2011
Credit Suisse June 2000 - March 2004
Voyager Information Networks June 1999 - June 2000
US Navy October 1994 - August 1998
Skills
Investment Management, Financial Analysis, Capital Markets, Equity Research, Chartered Financial..., Business Valuation, Finance, Portfolio Management, Financial Modeling, Asset Allocation
Education
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.), Finance, General
MatlinPatterson November 2010 - Present
Victory Capital Management September 2007 - November 2010
Progressive Insurance October 2006 - September 2007
Skills
Hedge Funds, Alternative Investments, Investments, Asset Management, High Yield, Investment Management, Credit Analysis, Derivatives, Leveraged Finance, Mutual Funds, Bonds, Fixed Income, Trading, Bloomberg Terminal
Education
Cleveland State University - Cleveland-Marshall College of Law 2003 — 2006
Doctor of Law (J.D.)
Ohio University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Victory Capital August 2015 - Present
Victory Capital Management May 2013 - Present
KeyBank May 2012 - August 2012
Skills
Work Ethic, Highly personable, Goal Oriented, Time Management, Reliable, Cooperative, Institutional..., Efficiency, Outstanding time..., Microsoft Word, Microsoft Excel, Management, Sales, Research, Event Planning
Education
Ohio University 2011 — 2015
Bachelor's Degree, Science and Nursing; Business Administration and Management, General, Senior
Edinboro University of Pennsylvania 2011 — 2011
MatlinPatterson November 2010 - Present
Victory Capital Management April 2005 - November 2010
Skills
Alternative Investments, Portfolio Management, Fixed Income, Hedge Funds, Investments, Asset Management, Financial Modeling, Bloomberg, Valuation, Asset Allocation
Education
Indiana University Bloomington 1990 — 1994
BS, Finance, Insurance
PNC August 2013 - Present
PNC April 2012 - August 2013
Avery Dennison July 2010 - April 2012
Victory Capital Management May 2009 - April 2010
Goodyear May 2008 - August 2008
Education
John Carroll University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Victory Capital Management June 2013 - Present
Maine Historical Society June 2011 - August 2011
Dickinson College August 2009 - December 2010
Obama Campaign September 2008 - November 2008
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), History; Minor in Economics
South Portland High School 2005 — 2009
MAI Capital Management, LLC December 2009 - Present
Victory Capital Management 2003 - 2009
McDonald Investments 1985 - 2003
Skills
Asset Managment, Investments, Mutual Funds, Investment Management, Securities, Alternative Investments, Management, Wealth Management, Capital Markets, Marketing, Valuation, Series 7, Series 24, Series 63, Operations, Sales and Distribution, Compliance, Risk Management, Portfolio Management, Equities, Investment Advisory, Financial Modeling, Hedge Funds, Asset Allocation, Financial Analysis, Financial Services, Private Equity, Strategic Financial..., Due Diligence, Strategic Planning, Leadership
Education
Bowling Green State University 1976 — 1977
MA
Baldwin-Wallace College 1971 — 1975
BA
Fairview High 1968 — 1971
Tse Financial January 2015 - Present
Matune Basile Advisors June 2013 - Present
Shenango Valley Ymca May 2013 - Present
PNC Wealth Management February 2010 - August 2013
FNB Investment Advisors September 2005 - February 2010
Victory Capital Management 2001 - 2005
Key Bank October 1996 - September 2001
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Bloomberg, Mutual Funds, Fixed Income, Equities, Risk Management, Asset Allocation, Options, Institutional, Trading, Alternative Investments, Derivatives, High Net Worth..., Endowments, Investment Management
Education
Ohio Northern University 1992 — 1996
BS Business Administration, Finance
Victory Capital Management July 2015 - Present
Alliance Bernstein June 2013 - Present
Legg Mason Global Asset January 2006 - June 2013
Citicorp Investment Services February 2002 - September 2004
Merrill Lynch March 1997 - February 2002
Eurobrokers 1995 - 1997
Martin Beibaums 1993 - 1995
Skills
Mutual Funds, Financial Advisory, Series 7, Series 63, Separately Managed..., Alternative Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Asset Managment, Investments, Securities, Series 65, Series 6, Notary, ETFs, Retirement, Investment Advisory, Equities, Retirement Planning, Fixed Income, 529 Plans, Investment Strategies, Investment Management, Fixed Annuities, 401k, Bonds, Financial Services, Wealth Management..., IRAs, Estate Planning, Capital Markets, Options, Insurance, Wealth, Trading, Financial Modeling, Financial Markets, College Savings Plans, Long-term Care, Banking, Variable Annuities, Derivatives, Relationship Management, Life & Health Insurance..., Risk Management, Financial Analysis, Loans, Morningstar, Fund Of Funds
Education
State University of New York - System 1990 — 1992
BA, Politics and Economics
Nassau Community College 1988 — 1990
AA, Liberal Arts
Notary Public State of New York
U.S. Bank October 2014 - Present
City National Bank March 2004 - October 2014
Victory Capital Management June 2000 - December 2002
Union Bank January 1997 - June 2000
Bank of America, US Corporate Group January 1992 - January 1997
Skills
Equities, Credit, Capital Markets, Debt, Equity Research, Financial Structuring
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science, Business Administration
Golden Gate University
Master of Science, Finance
KeyBank August 2011 - Present
KeyBank May 2005 - July 2011
Victory Capital Management January 2001 - May 2005
Spooner Inc January 2000 - December 2000
Life Care Centers of America February 1999 - December 1999
Skills
Lotus Notes, Banking, Customer Service, Outlook, PowerPoint, Spreadsheets, Data Entry, Microsoft Office, Administrative..., Microsoft Excel, Microsoft Word, Credit, Loans, Travel Arrangements, Adobe Acrobat, Budgets, Invoice Processing, Accounts Payable, Accounts Receivable, Administrative...
Education
Lorain County Community College 1994 — 1996
First Baptist Christian School 1990 — 1994
Synergy Direct Marketing Solutions, LLC November 2010 - Present
Victory Capital Management October 1999 - October 2010
Citi 1998 - 1999
MBNA 1993 - 1998
Skills
Asset Managment, Financial Analysis, Risk Management, Series 7, Investments, Strategic Planning, Strategic Financial..., Product Development, Department Budgeting, Training Delivery, Manage Client..., Sales Management, Operations Management, Asset Management, Mergers & Acquisitions, Marketing, Customer Retention, CRM, Account Management
Education
Bowling Green State University 1986 — 1990
B.S., Business Administration (Finance)
St. Ignatius High School 1982 — 1986
Johnson Investment Counsel September 2013 - Present
Victory Capital Management June 2012 - August 2012
Education
Ohio University 2010 — 2013
BBA, Accounting, Finance
Victory Capital Management November 2006 - Present
Allegiant Asset Management June 2005 - November 2006
Commonwealth Financial January 2001 - September 2004
Skills
Equities, Series 7, Bloomberg, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Asset Management, Investments, Equity Research, Portfolio Management, Securities, Equity Trading, Capital Markets, Trading, Asset Allocation, FINRA, Mutual Funds, Electronic Trading, Investment Management, Valuation
Education
St.Lawrence University 1993 — 1997
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1989 — 1993
Victory Capital Management May 2011 - July 2015
Pension Advisors February 2009 - May 2011
Fisher Investment Institutional Group June 2006 - January 2009
Wachovia Equity Services March 2004 - March 2006
National City Investment Management Company October 1998 - November 2003
Skills
Investments, Investment Advisory, Finance, Investment Management, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investment Strategies, Retirement Planning, Investment Banking, Financial Advisory, Selling, Emerging Markets, Loans, Pensions, Sales, Marketing, Negotiation
Education
John Carroll University 1993 — 1995
MBA, MBA
MAI Capital Management, LLC May 2008 - Present
Victory Capital Management 1994 - 2003
Skills
Asset Management, Investment Advisory, Wealth Management, Investments, Mutual Funds, Asset Managment
Education
Bowling Green State University 1983 — 1987
BSBA, Finance
Revere High School 1979 — 1983
Victory Capital Management March 1999 - Present
Carillon Advisers, Inc. December 1994 - March 1999
Skills
Equities, Portfolio Management, Asset Management, Series 7, Equity Research, Capital Markets, Equity Valuation, Finance, Equity Trading, Series 63
Education
Xavier University - Williams College of Business 2000 — 2003
MBA
Mount St. Joseph University 1990 — 1994
BS, Economics
Elder H.S.
Wegmans Food Markets September 2015 - Present
Wegmans Food Markets January 2014 - August 2015
Wegmans Food Markets February 2011 - December 2013
Wegmans Food Markets May 2010 - February 2011
Wegmans Food Markets June 2007 - February 2010
Victory Capital Management May 2009 - August 2009
Skills
Management, Leadership, Customer Service, Retail, Customer Satisfaction, Time Management, Continuous Improvement, Pricing, Merchandising, Inventory Management, Team Leadership, Customer Experience, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Multi Tasking, Organization, Project Management, Marketing, Social Networking
Education
John Carroll University 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
PNC Investments, LLC July 2009 - August 2014
National City Bank April 2005 - July 2009
Victory Capital Management April 2001 - November 2004
KeyCorp January 1997 - April 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Securities, Asset Management, Alternative Investments, Banking, Management, Investment Advisory, Mutual Funds, Financial Services, Fixed Income, Relationship Management, Finance, Risk Management, Product Management, Financial Product..., Product Lifecycle..., Program Management, Project Management, Strategic Planning, Business Development, Vendor Relationship..., Customer Relationship..., Product S, Product Strategy, CRM
Education
Cleveland State University 1998 — 1999
Master of Business Administration (MBA), General Business Management
Bowling Green State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Elyria Catholic High School
College Prep
Imagine Software December 2012 - Present
Victory Capital Management February 2012 - December 2012
SUSHI DAMO May 2009 - December 2011
Skills
Bloomberg Terminal, Charles River IMS, Mandarin, Microsoft Excel, Foreign Exchange Risk..., International Trade, AMTrust Financial, Budgets, ADP Payroll, Financial Analysis, Customer Service, Equities
Education
UNIVERSITY OF MARYLAND, College 2007 — 2010
Bachelor's Degree, Economics, Chinese
Ashland University
Traust Sollus Wealth Management August 2011 - Present
Legg Mason Private Portfolio Group, LLC August 2008 - July 2011
Geller & Company August 2007 - February 2008
Nemco Brokerage April 2006 - July 2007
Victory Capital Management February 1994 - November 2005
Skills
Wealth Management, Strategic Planning, Due Diligence, Investments, Project Management, Strategic Financial..., Portfolio Management, Leadership, Financial Modeling, Forecasting, Management, Insurance, Mergers & Acquisitions, Financial Services, Investment Advisory, CRM, Alternative Investments, Hedge Funds, Mutual Funds, New Business Development, Equities, Securities, Finance, Investment Management, Fixed Income, Asset Management, Asset Allocation, Capital Markets, Series 7, Fund Of Funds, Trading, Series 63, Financial Markets, Private Equity, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
Master of Business Administration, Finance and Financial Management Services
Fairleigh Dickinson University
Family Life Services of Washtenaw County July 1999 - Present
Expense Reduction Analysts March 2009 - March 2012
Victory Capital Management October 1991 - September 2008
KeyBank 1991 - 2008
Prudential Insurance November 1984 - October 1991
Skills
Strategic Planning, Customer Relations, Financial Analysis, Negotiation, Customer Service, Business Strategy, Financial Services, Management Consulting, New Business Development, Small Business, Nonprofits, Start-ups, Strategy, Leadership, Business Planning, Business Development
Education
Eastern Michigan University 1969 — 1973
BBA, Business Administration-Management
Amherst Capital Management June 2015 - Present
Meritage Capital, LLC May 2013 - June 2015
Magnetar Capital January 2012 - May 2013
Deloitte & Touche August 2010 - December 2011
Austin Capital Management 2006 - 2009
Victory Capital Management 2002 - 2006
Morgan Stanley 2001 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Securities, Portfolio Management, Mutual Funds, Series 7, Fixed Income, Due Diligence, Investment Management, Private Equity, Asset Management, Securities Regulation, Finance
Education
Cleveland State University 2004 — 2006
MBA, Accounting and Finance
Xavier University 1997 — 2001
BSBA, Finance
JPMorgan Chase January 2014 - Present
PNC May 2013 - December 2013
JPMorgan Chase October 2012 - February 2013
Victory Capital Management March 2012 - July 2012
Boyd Watterson Asset Management November 2011 - December 2011
Citi June 2009 - March 2010
Skills
Banking, Financial Analysis, Financial Modeling, Risk Management, Compliance, Quantitative Analytics, Statistics, Credit Risk, Anti-Money Laundering, SAS Certificated..., Excel, Access, SQL, VBA, FRM Part I and Part II..., CFA Level III Candidate
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
Master of Science (MS), Finance, 3.54/4.0
East China University of Politics and Law 2006 — 2010
Bachelor's degree, Major in finance, Minor in Law, 3.56/4.0
Fitworks Fitness Center October 2014 - Present
KeyBanc Capital Markets December 2011 - February 2014
Victory Capital Management June 2009 - June 2010
FTN Equity Capital Markets January 2008 - April 2009
Cleveland Scene Magazine July 2007 - January 2008
Skills
Equity Research, Equities, Bloomberg, Series 7, Investments, Aerobics, Spinning, Fitness Consulting, Fitness Training, Fitness Instruction
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Marketing
Baldwin Wallace University
Bachelor of Arts, Marketing
Lakeland Community College
Associate of Arts, Business Management
Victory Capital Management 2006 - Present
McDonald Investments 2003 - 2005
Skills
Asset Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Trading, Investments, Equities, Alternative Investments
Education
Baldwin Wallace University 1991 — 1995
Lakewood High School 1989 — 1993
UBS Financial Services 2007 - Present
UBS February 2007 - July 2009
McDonald Investments December 2005 - February 2007
KeyCorp 1996 - 2007
Key Bank January 2005 - December 2005
Victory Capital Management July 2000 - December 2005
Key Corp Real Estate Capital Markets Fannie Mae DUS 1999 - 2000
National City Bank 1990 - 1996
Skills
Project Management, Nonprofits, Budgets, Training, Strategic Planning, Series 7, Sales, Access, Leadership, Event Planning, Team Building, Human Resources
Education
Ohio University 2002 — 2005
Bachelors, Communications
Cuyahoga Community College 1983 — 2003
N/A, Business Management
Victory Capital Management October 2007 - Present
KeyCorp January 2001 - September 2007
Key Asset Management April 1996 - January 2001
Skills
Portfolio Management, Asset Management, Investments
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, International Mgmt
Charles F Brush
Miami University
BSBA, Marketing
Jacobson & Schmitt Advisors, LLC September 2012 - Present
Victory Capital Management June 2007 - August 2012
Camden Partners Holdings June 2006 - August 2006
GE Healthcare January 2003 - July 2005
GE Healthcare June 2000 - December 2002
Kimberly Clark May 1997 - August 1999
Skills
Financial Modeling, Equities, Financial Analysis, Equity Valuation, Asset Managment, Valuation, Equity Research, Investments, Due Diligence, Product Development
Education
University of Wisconsin-Madison - School of Business 2005 — 2007
MBA, Finance - Investments
Michigan Technological University 1995 — 2000
BS, Electrical and Computer Engineering
Kimberly High School 1991 — 1995
Victory Capital Management September 2014 - Present
Ohio LECET March 2011 - September 2014
LIUNA March 2010 - March 2011
Skills
Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, Strategic Planning, Management, Project Management, PowerPoint, Negotiation, Project Planning, Team Building, Contract Negotiation, Accounts Payable, Accounting, Nonprofits, Leadership, Public Speaking, Asset Management, Investments, Policy
Education
Bethany College 2005 — 2009
Bachelor's, Accounting
PNC Capital Advisors, LLC December 2014 - Present
Victory Capital Management February 2013 - November 2014
Huntington National Bank June 2012 - February 2013
Huntington National Bank October 2010 - June 2012
Redline Research November 2008 - October 2010
Brandywine Global Investment Management January 2007 - November 2008
Dix & Eaton 2000 - 2006
Booz, Allen & Hamilton November 1998 - January 2000
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Capital Markets, Equities, Research, Economics, Wealth Management, Fixed Income, Competitive Analysis, Credit, Trading, Derivatives, Excel, Banking, Financial Modeling, Financial Planning, Investment Advisory, Investor Relations, Investment Strategies, Cash Flow, Technical Analysis, Valuation, Bloomberg, Corporate Finance, Securities, Financial Markets, Due Diligence, Bonds, Hedge Funds, Asset Allocation, Industry Analysis, Credit Analysis, Equity Research, Credit Risk, Business Analysis, Business Strategy, Strategic Planning, Mutual Funds, Market Research, Quantitative Analysis, Management Consulting, Commercial Banking, Loans, Debt, Risk Management, Investment Management
Education
Miami University 1994 — 1998
BS, Economics, Finance
Westlake High School 1990 — 1994
Preformed Line Products June 2014 - Present
Preformed Line Products September 2011 - June 2014
Safeguard Properties, LLC June 2009 - September 2011
Safeguard Properties, LLC December 2008 - June 2009
Victory Capital Management May 2007 - June 2008
Education
John Carroll University 2004 — 2008
BSBA, Finance
Lincoln Financial Group/Professionals' Planning Associates April 2014 - Present
Lincoln Financial Group / Professionals' Planning Associates July 2013 - April 2014
Lincoln Financial Group July 2011 - July 2013
Victory Capital Management October 2010 - March 2011
Hill Financial Group May 2010 - September 2010
Boston Mills Ski Resort December 2003 - March 2010
Northwestern Mutual June 2009 - October 2009
Skills
eMoney, Investment Analysis, Superior Client Service, Comprehensive Financial..., Financial Goals, Risk Management, Investments, Valuation, Financial Analysis, E-money, Access, Asset Allocation, Leadership, Financial Services, Mutual Funds, Process Improvement, Financial Planning
Education
Alfred University 2005 — 2009
B.S., Finance
Saint Ignatius
CapitalWorks LLC June 2015 - Present
Robert W. Baird & Co. July 2013 - June 2015
Victory Capital Management January 2010 - May 2013
Victory Capital Management October 2005 - January 2010
Skills
Chartered Financial..., Equity Valuation, Equity Research, Business Analysis, Financial Analysis, Financial Modeling, Investment Management, Portfolio Management, Asset Managment, Capital Markets, Capital IQ, Asset Allocation, Asset Management, Due Diligence, Equities, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Strategy, Economics and Entrepreneurship
Michigan State University 2001 — 2005
Bachelor of Arts (B.A), Economics
Victory Capital Management June 2011 - Present
Victory Capital Management March 2010 - June 2011
Victory Capital Management September 2008 - March 2010
Education
Loyola University of Chicago
BS, Psychology/Marketing
Wagner College
MBA, Business Management
Victory Capital Management July 2014 - Present
Victory Capital Management August 2008 - Present
Skills
Emerging Markets, Financial Modeling, Valuation, Equities, Private Equity, Equity Research, Bloomberg, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Corporate Finance, Due Diligence, Asset Managment, Capital Markets, Financial Analysis, Investment Banking, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, Equity Valuation, Mergers & Acquisitions, Finance
Education
INSEAD 2006 — 2007
MBA, Finance, General
PNC Wealth Management October 2013 - Present
Victory Capital Management August 2009 - October 2013
KeyBank May 2007 - August 2009
National City Bank February 2006 - May 2007
Skills
Mutual Funds, Product Management, Corporate Governance, Equities, Asset Management, Investments, Fixed Income, Investment Management, Investment Strategies, Series 63, Securities, Investment Advisory, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Human Resources Management and Services
Ohio University 1996 — 1999
BA, Marketing
ARInsights September 2011 - Present
Pipeline Trading Systems August 2007 - April 2011
Robeco Investment Management 2006 - 2007
Victory Capital Management January 2005 - June 2006
Skills
Salesforce.com, Business Intelligence, CRM, Business Objects, International Relations, Training, Project Management, Product Management, Business Development, Microsoft Office, Sales, Marketing, Social Media, Microsoft Excel, Analysis, Strategic Planning, SaaS, Sales Operations, Competitive Analysis, Enterprise Software
Education
City University of New York City College 2008 — 2013
MIA, International Relations
University of San Francisco 2000 — 2004
BA, Politics - Legal Studies & Criminal Justice
Goldman Sachs February 2015 - Present
KEYLOK June 2010 - December 2014
Lariat Partners June 2014 - August 2014
Victory Capital Management May 2013 - August 2013
Skills
Financial Statement..., Valuation, Equity Valuation, Equity Research, Microsoft Office, Microsoft Excel, Leadership, Sales, Salesforce.com, Customer Service, Customer Support, Finance, Public Speaking, Time Management, Strategic Planning, Teamwork, Market Research, Microsoft Word, Financial Modeling, DCF Valuation
Education
Metropolitan State University of Denver 2010 — 2014
Bachelors of Science in Business (BSB), Accounting and Finance, 3.91 GPA
Chatfield high school 2006 — 2010
Safeguard Properties June 2015 - Present
MAI Capital Management, LLC January 2007 - June 2015
BC Investment Partners 2005 - 2007
Victory Capital Management 2001 - 2005
Bendix 2000 - 2001
McDonald Investments 1997 - 2001
Deloitte & Touche 1996 - 1997
O'Brien Passen & Associates 1991 - 1996
TRW Real Estate Loan Services/Record Data 1984 - 1990
Education
Cuyahoga Community College
Business
Lockton Companies July 2012 - Present
Victory Capital Management May 2012 - July 2012
Jackson National Life April 2007 - August 2009
Skills
Finance, Personal Financial..., Life Insurance, 401k, Mutual Funds, Disability Insurance, Employee Benefits, Retirement Planning, Retirement, Underwriting, Financial Services
Education
Colorado State University 2008 — 2012
Bachelor's degree, Business Administration
Fannie Mae September 2011 - Present
Cambridge Mercantile July 2011 - September 2011
Tempus Consulting, Inc. September 2008 - July 2011
Victory Capital Management June 2007 - September 2007
Skills
FX Options, Bloomberg Terminal, Treasury, Interest Rate..., Fixed Income, FX Hedging, Securities, Capital Markets, Bloomberg, Middle Office, Currency, Financial Services, Trading, FX trading, Derivatives, Portfolio Management, Equities, Foreign Exchange
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor's Degree, Business Administration: Finance and Entrepreneurship concentrations. Minor: Accounting
Investment Banking Institute 2010 — 2010
Certificate
University School (High School) 2000 — 2004
High School Diploma
GOJO Industries February 2013 - Present
Joseph's Home June 2010 - Present
Adult Guardianship Services October 2011 - Present
Victory Capital Management December 2008 - February 2013
Back Bay Mission May 2012 - May 2012
Victory Capital Management 2007 - 2010
Victory Capital Management 2005 - 2007
Victory Capital Management 2001 - 2005
McDonald Investments 1998 - 2001
Van Dorn Demag 1994 - 1998
Skills
Investments, Asset Managment, Portfolio Management, Fixed Income, Investment Management, Asset Allocation, Equities, Alternative Investments, Investment Advisory, Securities, Capital Markets, Bloomberg, Strategic Planning
Education
Baldwin-Wallace College 2011 — 2013
MBA, Finance & Management
Baldwin-Wallace College
BA, Finance & Management
Ridge Brook
Valley Forge High School
First Priority Financial - Dan the Mortgage Man April 2008 - Present
Chloe + Isabel Inc. September 2013 - Present
Wells Fargo September 2002 - March 2008
Portland State University September 2002 - June 2004
Victory Capital Management May 1996 - August 2001
Washington State Attorney's General August 1990 - June 1992
Skills
Mortgage Lending, Management, Credit, Retirement Planning, Loans, Fundraising, Financial Services, Leadership, Banking, Sales, Marketing, Small Business, Mortgage Banking, Refinance, Loan Origination, Investments
Education
University of La Verne 1993 — 1995
M.S., Business Organizational Management
Gonzaga University 1988 — 1992
B.S., Economics
EULAV Asset Management May 2014 - Present
Spears Abacus Advisors LLC April 2012 - 2014
Conative Capital Management January 2010 - April 2012
Barrett Associates, Inc. July 2007 - June 2009
Victory Capital Management June 2003 - March 2007
NewBridge Partners, LLC March 1999 - June 2003
US Trust Co., Campbell Cowperthwait Division September 1995 - March 1999
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham University
BS, Business Administration and Marketing
Red Bank Catholic
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Victory Capital Management April 2013 - Present
Parkwood Corporation June 2011 - April 2013
Kiplinger Washington Editors June 2007 - June 2011
Skills
Account Reconciliation, Accounts Receivable, Revenue Cycle, Financial Accounting, Accruals, Deferred Revenue
Education
Mercyhurst University 2003 — 2007
B.S., Accounting
Victory Capital Management August 2011 - November 2013
UBS August 2005 - April 2011
UBS February 2003 - July 2005
Morgan Stanley March 2001 - February 2003
Vestek Systems January 2000 - March 2001
Faculty of Commerce and Business Administration, U.B.C. 1999 - 1999
Skills
Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Investment Strategies, Bloomberg, Alternative Investments, Derivatives, Asset Allocation
Education
The University of British Columbia 1996 — 2000
PhD (All But Dissertation), Finance
The University of British Columbia 1995 — 1996
MA, Economics
McGill University 1992 — 1994
MBA, Finance
The University of British Columbia 1990 — 1992
MSc, Microbiology
The University of British Columbia 1986 — 1990
BSc, Microbiology
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
KeyBank January 1999 - Present
Victory Capital Management January 1998 - January 1999
McDonald & Company Securities January 1997 - January 1998
National City Bank January 1995 - January 1997
BP America/Standard Oil Company January 1991 - January 1995
BP America/Standard Oil Company January 1984 - January 1991
Skills
Fixed Income, Investments, Equities, Banking, Securities, Mutual Funds, Bonds, Management, Options, Trading, Training, Accounting, Sales, Customer Service, Insurance, Foreign Exchange, Currency, Settlement, Operations Management
Education
Baldwin-Wallace College
Bachelor of Arts (B.A.)
Case Western Reserve University - Weatherhead School of Management
Masters of Businesses Administration, Finance, General
United Advisors, LLC January 2005 - Present
Securities America, Inc. Member FINRA/SIPC October 2009 - Present
Wachovia Securities Financial Network March 2004 - December 2004
Victory Capital Management October 1999 - December 2003
Citizens Bank May 1990 - October 1999
Peace Corps June 1989 - May 1990
Skills
Investment Management, Team Leadership, Acquisition Integration, Wealth Management, Strategic Planning, Mergers & Acquisitions, Credit, Fixed Income, Portfolio Management, Financial Services, Financial Advisory, Strategic Financial..., Asset Management, Investments, Asset Managment, Securities, Financial Planning, Mergers
Education
Boston University - School of Management 1993 — 1995
MBA, Finance
Bates College 1984 — 1988
BA, Economics
Victory Capital Management September 2014 - Present
Victory Capital Management September 1993 - September 2014
Skills
Asset Managment, Investment Management, Sales, Product Management, Investments, CRM, Competitive Analysis, Asset Allocation, Mutual Funds, Analysis, Alternative Investments, Equities, Portfolio Management, Fixed Income, Hedge Funds
Education
University of Phoenix 2000 — 2002
MBA, Business Administration and Management, General
Baldwin Wallace University 1993 — 1997
Bachelors, Finance
Bank of America Merrill Lynch June 2007 - Present
Cole Taylor Bank September 2005 - June 2007
Fifth Third Bank October 2002 - March 2005
Victory Capital Management August 2000 - October 2002
La Salle Bank 1988 - 2000
LaSalle Bank N. A./ABN AMRO Parent Organization 1988 - 2000
LaSalle Bank 1988 - 2000
Balcor 1984 - 1988
Skills
Retirement, Pensions, Asset Management, Asset Managment, Investment Advisory, Investments, Defined Benefit, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Financial Analysis, Asset Allocation, Financial Services
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1978 — 1981
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1978
B.S., Accounting
Victory Capital Management August 2008 - Present
Deutsche Asset Management June 2007 - August 2007
Vavrinek, Trine, Day & Co., LLP 2004 - 2006
Skills
Financial Modeling, Bloomberg, Financial Reporting, Strategic Financial..., Hedge Funds, Mergers, Corporate Finance, Due Diligence, Asset Managment, Investments, Alternative Investments, Accounting, Fund Of Funds, Investment Management, Asset Allocation, Portfolio Management, Risk Management, Financial Accounting, Finance, Income Tax
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Whitman College
BA, Economics, Merit Scholarship recipient
MatlinPatterson November 2010 - Present
Victory Capital Management April 2006 - November 2010
Capital Cities, LLC September 2004 - March 2006
Delaware Investments 2000 - 2004
Conseco Capital Management, Inc. 1997 - 2000
Skills
Asset Allocation, Asset Management, Investments, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Financial Modeling, Valuation, Mutual Funds
Education
Hanover College 1993 — 1997
BA, Economics, Business Administration
Victory Capital Management June 2011 - Present
The Sports Authority November 2007 - May 2009
The Sports Authority November 2006 - November 2007
Education
Colorado State University 2002 — 2006
Key Bank - Institutional Asset Services January 2011 - Present
Victory Capital Management May 1998 - April 2003
Education
Keene State College 1977 — 1981
Sizmek February 2015 - August 2015
Dell January 2013 - January 2014
Dell August 2011 - January 2013
WCG World January 2010 - March 2011
GSH Industries, Inc. September 2006 - September 2008
Media First PR December 2004 - March 2006
Victory Capital Management April 2004 - December 2004
Christian & Timbers April 2001 - October 2001
CTPartners (formerly Christian and Timbers) 2001 - 2001
NetGenics November 1998 - March 2000
Skills
Marketing, Email Marketing, Project Management, Customer Service, Management, E-commerce, Training, Administrative..., Strategic Planning, Social Media, PowerPoint, Event Planning, Editing, Non-profits, Account Management, Business Development, Human Resources
Education
Cleveland Institute of Art 1994 — 1997
Westwood High School 1983 — 1986
Westfield Group January 2012 - Present
MAI Wealth Advisors LLC May 2005 - January 2012
Victory Capital Management January 2000 - January 2004
McDonald Investments September 1994 - December 1999
Ernst & Young March 1989 - May 1993
Skills
Microsoft Excel, Portfolio Management, Strategy, Capital Structure, Asset Managment, Performance Attribution, Investments, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Wealth Management, Equities, Financial Modeling, Capital Markets, Mutual Funds, Series 7, Economics, Financial Markets, Equity Valuation, Private Equity, Finance, Investment Advisory, Securities, Investment Strategies, Valuation, Hedge Funds, Financial Analysis, Series 63, Due Diligence, Fixed Income, Asset Management, Financial Advisory, Investment Banking, Bonds
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1995
MBA, Business/Finance
Boston College 1984 — 1988
st ignatius
Victory Capital Management Technology/Business AnalystKeyBank2008 - Present
Key Bank 1988 - Present
Skills
Portfolio Management, Equities, Risk Management, Derivatives, Fixed Income, Business Analysis, Bloomberg, Investments, Banking, Equity Trading, Asset Management, Project Management, Asset Managment, Capital Markets, Trading, Mutual Funds
Education
John Carroll University 1996 — 2000
Masters in Business Administration, Business
Villa Angela
KeyBank Managing Director -Institutional Portfolio ManagementVictory Capital Management
Victory Capital Management 1994 - 1999
Duff & Phelps Investment Management Co. 1989 - 1994
Roulston & Co. 1987 - 1989
Education
Baldwin Wallace University 1987 — 1992
MBA
Cleveland State University 1985 — 1987
Finance
University of Dayton
Universal Retirement Consulting Group July 1994 - Present
USI Consulting Group April 2008 - July 2009
ExpertPlan August 2005 - June 2007
Victory Capital Management December 2002 - June 2005
M & T Bank April 2001 - December 2002
Prudential Financial April 1985 - April 2001
Prudential Retirement Services 1985 - 2001
Merrill Lynch August 1979 - April 1985
Education
State University of New York at Stony Brook 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
Adelphi University 1976 — 1979
Victory Capital Management 2009 - Present
National City Corporation 2008 - 2009
Allegiant Asset Management 2000 - 2008
Skills
Equities, Investments, Fixed Income, Mutual Funds, Asset Allocation, Financial Modeling, Strategy, Asset Management, Equity Research, Investment Strategies, Investment Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2003
MBA
Kent State University 1996 — 2000
Bachelor of Business Administration, Finance
Energy Policy Research Foundation, Inc. (EPRINC) October 2014 - Present
Brama, Inc. - Ukrainian News & Information Web Portal May 1994 - Present
GLG (Gerson Lehrman Group) August 2014 - February 2015
RBN Energy July 2013 - December 2013
PIRA Energy Group August 2008 - March 2013
CPM Group - Commodities Research August 2006 - April 2008
Victory Capital Management December 2002 - December 2005
Banc of America Securities Prime Brokerage January 1999 - December 2002
Integrated Decision Systems, Inc. (IDS) March 1997 - December 1998
Borg-Warner Security Services October 1995 - January 1997
Skills
Energy Markets, Natural Gas, Natural Gas Liquids, Databases, Database Design, SQL, PostgreSQL, PostGIS, Informix, MySQL, Perl, Excel, Pivot Tables, Unix Shell Scripting, VBA, Linux, Unix
Education
Washington University in St. Louis - Olin Business School 1989 — 1991
MBA, Finance
Southern Illinois University, Edwardsville 1989 — 1989
Calculus for Business Applications
Queens College 1979 — 1980
Music Theory
Saint Louis University 1972 — 1975
B.A., Music Theory
Berklee College of Music 1973 — 1973
Jazz Performance / Jazz Studies
St. Louis University High School 1968 — 1972
College Prep
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Victory Capital Management July 2008 - Present
KeyBank August 2006 - August 2008
Skills
Bloomberg, Factset PA2,...
Education
Kent State University - Graduate School of Management 2003 — 2004
MS, Financial Engineering
The Ohio State University
BS, Computer Science and Engineering
Nationwide June 2004 - Present
Key Bank November 2002 - May 2004
Victory Capital Management 1994 - 2002
Education
Morehead State University 1988 — 1992
BBA, Finance
Boy Scouts of America, Simon Kenton Council 2013 - Present
Ohio Public Employees Retirement System August 2011 - Present
Boy Scouts of America, Simon Kenton Council 2013 - 2014
OPERS July 2008 - August 2011
Victory Capital Management March 2004 - June 2008
Skills
Portfolio Management, Equity Research, Asset Allocation, Asset Managment, Equities, Financial Modeling, Investments, Bloomberg, Investment Management, Valuation, Mutual Funds, Investment Strategies, Hedge Funds, Financial Analysis, Equity Valuation, Risk Management, Capital Markets, Private Equity, Asset Management, Equity Trading
Education
Weatherhead School of Management at Case Western Reserve University 1995 — 1999
MBA, Finance
Marist College 1985 — 1989
Bachelor of Science (B.S.), Finance, General
MAI Wealth Advisors 2008 - Present
Florida Solar Distributors, Inc. January 2003 - Present
Victory Capital Management May 1994 - December 2002
KeyCorp January 1990 - May 1994
KeyCode July 1988 - January 1990
KeyCorp July 1987 - July 1988
Education
Bowling Green State University 1983 — 1987
B.S.B.A., Finance
NYSE Euronext 2008 - Present
American Stock Exchange 2006 - 2008
Victory Capital Management 2002 - 2005
Skills
Hedge Funds, ETFs, Fixed Income, Alternative Investments, Equities, Investments, Series 7, Financial Markets, Derivatives, Equity Research, Trading Systems, Capital Markets, Portfolio Management, Options, Equity Derivatives, Electronic Trading, Asset Allocation, Investment Strategies, Securities, Trading, Equity Trading, Structured Products, Bloomberg
Education
Binghamton University
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
Victory Capital Management October 2014 - Present
Munder Capital Management August 2007 - October 2014
The Boston Company 2003 - 2007
Standish, Ayer & Wood 1994 - 2001
Education
Clarkson University 1983 — 1987
PNC June 2013 - Present
PNC Bank, Institutional Investment Group October 2007 - June 2013
Victory Capital Management 2000 - 2005
KeyCorp 1998 - 2000
Computer Systems Company 1997 - 1998
Key Services 1995 - 1997
KeyCorp 1992 - 1995
Skills
Relationship Management, Risk Management, Mutual Funds, Portfolio Management, Financial Services, Project Management
Education
Miami University 1986 — 1989
BS Business Administration, Production and Operations Mgt.
Victory Capital Management December 2003 - Present
Education
Cleveland State University 2001 — 2002
M.B.A., Finance
Kent State University 1994 — 2000
B.B.A., Finance
Victory Capital Management Managing DirectorVictory Capital Management1983 - Present
Skills
Investment Management, Investments, Asset Managment, Business Strategy, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Series 7, Asset Management
Education
Baldwin Wallace University 1984 — 1986
Master of Business Administration (M.B.A.), General Management, 3.99
Ohio University 1966 — 1970
Progressive Insurance August 2004 - Present
Victory Capital Management 1990 - February 2004
Skills
Research, Customer Service, Series 63, Series 7, Bloomberg, Equities, Training, Trading, Microsoft Excel, Leadership, Team Building, Risk Management, Investments, Project Management, Strategic Planning, Leadership Development
Education
Cleveland State University
Victory Capital Management August 2005 - Present
Education
Marquette University 1994 — 1998
Victory Capital Management May 2013 - Present
CornerView Advisors September 2012 - Present
Conversus Asset Management, LLC December 2007 - July 2012
WilmerHale August 1996 - December 2007
Japan Exchange and Teaching Program(me) (JET) August 1988 - August 1991
Skills
Corporate Governance, FCPA, Corporate Law, Litigation, Joint Ventures, Intellectual Property, Commercial Litigation, Competition Law, Private Equity, Securities Regulation, International Law, Internal Investigations, Arbitration, Securities Litigation, Appeals, Dispute Resolution, Securities, Mergers, Venture Capital, Civil Litigation
Education
University of Denver - Sturm College of Law 1991 — 1994
JD, law
Colorado College 1984 — 1988
Bachelor of Arts (B.A.), History, Cum Laude
SumTech Consulting Inc July 2014 - Present
7-Eleven October 2013 - June 2014
7-Eleven October 2011 - June 2014
Cognizant Technology Solutions May 2006 - June 2014
Avon Cosmetices February 2010 - August 2011
Cox Communications 2011 - 2011
20th Century Fox May 2009 - September 2009
Victory Capital Management October 2008 - April 2009
MetLife 2007 - 2008
Sterling Commerce August 2005 - April 2006
Skills
EAI, ESB, webMethods, EDI, SOA, EDIINT, Unix, XML, Business Process, Gentran Integration..., Data Integration, System Integrations, Business Process Design, Integration, Enterprise Architecture, Agile Methodologies, PL/SQL, Oracle
Education
Jawaharlal Nehru Technological University 1997 — 2001
B.Tech
A.V.M Jr. College 1995 — 1997
Intermediate, M.P.C
KeyBanc Capital Markets January 2010 - Present
Victory Capital Management February 2008 - January 2010
Education
Cleveland State University 2007 — 2009
Masters in Business Administration, Finance
Ohio University 2002 — 2006
Victory Capital Management 2011 - 2012
KeyBank, NA 2008 - 2011
KeyBank 2002 - 2008
KeyBank 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Banking, Asset Managment, Finance, Corporate Finance, Valuation, Financial Statement..., Essbase, Forecasting, Process Improvement, Accounting, Investments, Strategy, Cash Management, Portfolio Management, Investment Management, Treasury Management, Revenue Cycle Management, Mergers & Acquisitions
Education
Cleveland State University 1988 — 1991
MBA, Finance
Miami University 1981 — 1985
BA, Political Science
Victory Capital Management 1987 - Present
Skills
Asset Allocation, Equity Research, Asset Management, Equities, Investments, Investment Strategies, Investment Management, Mutual Funds, Wealth Management, Equity Valuation, Valuation, ETFs
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1987
Arizona State University 1980 — 1983
Finance and Financial Management Services
Sands Capital Management December 2008 - Present
Victory Capital Management December 2003 - November 2008
Education
Cleveland State University 2001 — 2002
M.B.A., Finance
Kent State University 1995 — 2001
B.B.A., Finance
Victory Capital Management January 2015 - Present
Victory Capital Management November 1997 - December 2014
McDonald & Company Investments September 1991 - November 1997
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investments, Asset Management, Series 7, Asset Allocation, Investment Management, Securities, Investment Advisory, Series 63, Equities, Portfolio Management, Investment Strategies, Financial Analysis, Hedge Funds, Fixed Income
Education
Cleveland State University 1995 — 1998
Masters, Business
Bowling Green State University 1987 — 1991
Bachelors, Finance
PNC Capital Advisors August 2014 - Present
PNC Investments May 2011 - August 2014
PNC Capital Advisors May 2007 - May 2011
Victory Capital Management 1996 - 2007
Sun Newspapers 1989 - 1996
Skills
CRM, Product Management, Series 7, Securities, Sales Management, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Relationship Management, Investments, Mutual Funds, Asset Managment, Trading, Strategic Financial...
Education
Baldwin-Wallace College 2007 — 2012
MBA, Business Systems
Baldwin Wallace University 1996 — 2000
BA, Business
Victory Capital Management September 1997 - Present
Banc One Investment Advisors 1991 - 1998
Skills
Product Management, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Fixed Income, Asset Management, Equities, Alternative Investments
Education
Carnegie Mellon University 1981 — 1986
Bachelor of Science and Master of Science, Policy Analysis and Finance
Modis Consulting February 2011 - Present
University of Phoenix 2005 - Present
MurTech Consulting May 2010 - January 2011
Victory Capital Management October 2002 - February 2009
Key Bank 2002 - 2009
Key Bank January 2000 - January 2002
Key Bank January 1998 - January 2000
Key Bank September 1995 - January 1998
Key Bank July 1992 - February 1995
Skills
Project Management, PMP, SDLC, Banking, Process Improvement, Cross-functional Team..., Microsoft Office, Strategic Planning, Data Warehousing, Sales, Requirements Analysis, Budgets, Business Analysis, Program Management, Leadership, Management, Strategy, Information Technology
Education
Baldwin Wallace University
MBA, Business Administration
Baldwin Wallace University
Notre Dame College
BA, Business Administration
Warrensville High School
Golden Capital Management, LLC December 2005 - Present
Victory Capital Management February 2003 - December 2005
Nicholas Applegate November 2000 - August 2002
Stifel, Nicolaus and Co., INC October 1999 - November 2000
Stifel, Nicolaus and Company, Inc. March 1998 - September 1999
AFS Brokerage 1994 - 1998
Skills
CIMA, CIMC, Institutional Relations, Institutional Sales, Portfolio Specialist, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Series 6, Series 63, Series 65, Separately Managed..., Series 7
Education
Millikin University 1988 — 1992
BS, Marketing
Retired and Consultant October 2014 - Present
BMO Taft-Hartley Services September 2007 - December 2014
Fifth Third Bank 2002 - 2003
Ameritrust November 1970 - April 2001
Victory Capital Management 1970 - 2001
Skills
Banking, Employee Benefits, 401k, Investments, Negotiation, Securities, Fixed Income, Financial Services, Commercial Banking, Mutual Funds, Asset Allocation, Portfolio Management, Relationship Management, Strategic Planning, Wealth Management, Series 7, Loans, Insurance, Retirement, Asset Management, Series 63, Equities, Investment Strategies, Investment Advisory, Retirement Planning, Commercial Lending, Credit, Financial Advisory, Pensions, Investment Management, Private Banking, Strategic Financial..., Series 6, Bonds, ERISA, Alternative Investments, Defined Benefit, Retirement Plan..., Management
Education
John Carroll University 1966 — 1979
BS in BA, Marketing/Management
Notre Dame College
Notre Dame College
Notre Dame College
Stanford Investment Group, Inc. January 2014 - Present
KeyBank September 2010 - April 2013
Victory Capital Management September 2004 - February 2009
Victory Capital Management September 2000 - September 2004
Victory Capital Management March 1998 - September 2000
KeyCorp July 1995 - March 1998
KeyCorp December 1989 - July 1995
Deloitte & Touche August 1986 - December 1989
Skills
Investments, Valuation, Investment Strategies, Portfolio Management, Asset Allocation, Equities, Asset Management, Securities, Investment Management, Fixed Income, Finance, Wealth Management, Strategy, Investment Advisory, Analysis, Trading, Alternative Investments, Equity Valuation, Mutual Funds, Options, Hedge Funds, Equity Research, Financial Services, Capital Markets, Asset Managment, Economics
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking and Finance
Cleveland State University 1983 — 1986
BBA, Accounting
PNC Wealth Management March 2010 - Present
rtheine@windstream.net March 2009 - April 2010
Fifth Third Investment Advisors March 2005 - March 2009
Victory Capital Management 1990 - 2004
Education
Bowling Green State University
Bachelor of Science in Business Administration, Economics
Weatherhead School of Management at Case Western Reserve University
MBA, Finance
Principal Financial Group January 2003 - Present
Victory Capital Management 1977 - 2002
KeyCorp 1977 - 2002
Skills
Series 7, Series 65, Strategic Financial..., Securities, Investment Management, Fixed Income, Equities, Portfolio Management, Fiduciary, Fixed Annuities, Financial Analysis, IRAs, Non-Qualified Deferred..., Investment Strategies, Relationship Management, Banking, Financial Planning
Education
Ohio University 1974 — 1977
Accounting
North Olmsted Sr. High School 1969 — 1973
XPO Logistics, Inc. September 2015 - Present
XPO Logistics, Inc. February 2014 - Present
DSW March 2012 - February 2014
KeyCorp December 2007 - September 2011
KeyCorp 2003 - 2007
Victory Capital Management 2000 - 2003
KeyCorp 1996 - 2000
Skills
Employee Benefits, Deferred Compensation, Performance Management, Executive Pay, Mergers, Onboarding, Human Resources, Project Management, Strategic Planning, 401k, Benefits Administration, Incentive Programs
Education
Cleveland State University 1994 — 1997
MBA, Finance
Xavier University 1989 — 1993
BSBA, Finance
KeyBank November 2009 - Present
Victory Capital Management 2004 - 2009
KeyBank 1999 - 2004
KeyBank 1994 - 1999
St. Vincent Medical Center 1990 - 1992
Bowling Green State University 1989 - 1990
Skills
Portfolio Management, Financial Modeling
Education
Bowling Green State University 1988 — 1989
MBA, Finance
Bowling Green State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Victory Capital Management June 2014 - Present
The Boston Company October 2005 - June 2014
Banc of America Securities June 2002 - October 2005
Baker Atlas October 1996 - June 2000
Skills
Financial Analysis, Capital Markets, Equities, Portfolio Management, Bloomberg, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equity Valuation, Due Diligence, Risk Management, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Securities, Competitive Analysis, Investment Management, Investment Banking, Emerging Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
Imperial College London 1995 — 1996
MSc, Petroleum Engineering
The University of Sheffield 1992 — 1995
Bsc, Chemistry
Financial Industry Representatives, LLC August 2009 - Present
Harris Investment Management August 2005 - August 2009
Victory Capital Management January 2002 - December 2004
Key Asset Management January 1992 - December 2001
Society/AmeriTrust January 1987 - December 1991
Standard Oil of Ohio (now BP Corporation) July 1976 - June 1987
Skills
Investments, Asset Managment, Investment Management, Due Diligence, Investment Strategies, Equities, Asset Management, Institutional..., Financial Services, Alternative Investments, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Hedge Funds, Investment Advisory, Investor Relations, Mutual Funds, Wealth Management, Capital Markets, Series 7, 401k, Securities, Series 63, ETFs, Valuation, Bloomberg, Private Equity
Education
John Carroll University 1981 — 1985
MBA, General Business and Finance
John Carroll University 1972 — 1976
BSBA, Accounting
Fifth Third Bank 2011 - Present
Huntington 2006 - 2009
Victory Capital Management 1996 - 2004
KeyCorp 1991 - 1995
KeyCorp 1985 - 1991
Skills
Asset Allocation, Mutual Funds, Pensions, Equity Research, Portfolio Management, High Net Worth..., Investments, Asset Management
Education
Miami University
MBA, Finance
Saint Mary's College
BBA, Accounting
KeyBank February 2015 - Present
KeyBank April 2013 - February 2015
KeyBank Real Estate Capital Healthcare October 2011 - April 2013
KeyBank - Asset Recovery Group July 2010 - October 2011
KeyBank Real Estate Capital Markets January 2005 - July 2010
Charter One Bank February 2004 - December 2004
Victory Capital Management October 1995 - January 2004
Pioneer Standard Electronics 1994 - 1995
Sussen, Inc. (CarQuest Auto Parts) 1993 - 1994
BP America 1984 - 1993
Skills
Teamwork, Calendaring, Time Management, Banking, Analysis, Planning, Data Entry, Administrative Support, Travel Arrangements, Administrative..., Project Planning, Lotus Notes
Education
John Carroll University 1994 — 2004
Bachelors, Communications
Cuyahoga Community College 1984 — 1994
Associates of Arts, General Studies
Key NonProfit Services October 2004 - Present
Victory Capital Management November 1999 - October 2004
Key Investment Services 1995 - 1999
Skills
Portfolio Management, Due Diligence, Analysis, Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Analysis, Customer Relations, Asset Management, Excel, Microsoft Office, Word, Non-profits, Private Equity, PowerPoint, Financial Management, Public Speaking, Customer Service, High Net Worth..., Nonprofits, Microsoft Excel, Finance, Investment Strategies, Investment Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
MSM, Finance
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Business Economics
PolyOne September 2011 - Present
Victory Capital Management January 2010 - September 2011
Standard Retirement Services May 2005 - July 2009
Charles Schwab December 1996 - May 2005
National City Bank January 1995 - November 1996
LDI Corporation June 1993 - January 1995
Skills
Benefits Administration, Qualified Retirement..., CRM, Retirement, Budgets, Human Resources, Outlook, Microsoft Office, 401k, Employee Benefits, Administration, Pensions, Financial Analysis, Management, Investments, Defined Benefit, HRIS
Education
Bowling Green State University 1988 — 1993
Bachelor of Arts, General Business
Magnificat High School
College Preparatory
Financial Stewardship Group 2011 - Present
T. Tipton-Fletcher Insurance 2009 - 2012
Global Resources LLC 2011 - 2011
American Income Life 2009 - August 2010
Ruffing Montessori School 2008 - 2010
Victory Capital Management 2003 - 2008
Victory Capital Management 1996 - 2003
KeyBank 1988 - 1996
Skills
Investment Management, Coaching, Bookkeeping, Business Strategy, Strategic Financial..., Planning, Pricing and Compensation, Finance, Strategy, Project Planning, Budgets, Strategic Planning, Fixed Income, Analysis, Investments, Leadership, Portfolio Management, Mutual Funds, Risk Management, Financial Modeling, Small Business, Securities, Derivatives, Financial Analysis, Valuation
Education
Indiana University of Pennsylvania 1986 — 1989
B.S., Finance
Boston University 1985 — 1986
Hawken School 1981 — 1985
KeyBanc Capital Markets January 2012 - September 2013
Victory Capital Management September 2010 - January 2012
GE Healthcare July 2010 - August 2010
University of Florida Center for Applied Optimization May 2009 - December 2009
Procter & Gamble May 2008 - August 2008
Northrop Grumman Corporation May 2007 - August 2007
Skills
Financial Modeling, Asset Allocation, Bloomberg, Derivatives, Equity Research, Research, VBA, Microsoft Excel, Microsoft Office, Equities, Matlab
Education
Columbia University in the City of New York 2010 — 2011
M.S., Operations Research
University of Florida 2007 — 2010
B.S., Magna Cum Laude, Industrial & Systems Engineering
United States Air Force Academy 2005 — 2006
Palm Harbor University High School 2001 — 2005
Pfizer April 2015 - Present
Manpower and Apple One Staffing Agencies July 2014 - December 2014
MetLife December 2013 - May 2014
Willis May 2011 - May 2012
Leafstone Staffing March 2007 - April 2011
Victory Capital Management October 2005 - January 2007
GeoCapital LLC February 1998 - August 2005
Skills
Microsoft Office, Microsoft Excel, Management, Online Research, Data Entry, Training, Data Analysis, Concur, Ariba, Security APL, Saleslogix, Lotus Notes
Education
Grace Institute
Fordham University
Anthropology
Borough of Manhattan Community College
Certificate, Paralegal Studies
Doris Duke Charitable Foundation 2003 - Present
University of California 1997 - 2003
Victory Capital Management 1994 - 1997
McKinsey & Company 1990 - 1994
Arthur Andersen & Co. 1982 - 1990
Arnold Bernhard & Company 1978 - 1982
Skills
Equities, Investments, Strategic Planning, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Bloomberg, Risk Management, Venture Capital, Investment Strategies, Emerging Markets, Due Diligence, Derivatives, Capital Markets, Valuation
Education
New York University 1976 — 1978
MBA, Finance
Ohio University 1972 — 1976
Bachelor's degree, Political Science and Government
Victory Capital Management July 2003 - Present
NewBridge Partners, LLC March 1999 - June 2003
Campbell, Cowperthwait (Division of U.S. Trust) October 1996 - March 1999
U.S. Trust June 1994 - October 1996
Skills
Equities, Investments, Financial Analysis, Portfolio Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Muhlenberg College
Bachelor's Degree, International Studies
HighMark Capital Management October 2004 - Present
Victory Capital Management January 2003 - October 2004
HighMark Capital Management 1994 - January 2003
Skills
Asset Management, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Wealth Management, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Securities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1992
MBA
Occidental College 1984 — 1988
Bachelor of Arts, Psychology
J.P. Morgan May 2013 - Present
Charles Schwab March 2003 - April 2013
Victory Capital Management 2000 - 2003
Domus C.A. 1996 - 2000
Andean Development Corporation 1991 - 1994
Skills
Spanish and Italian,..., Relationship management, Financial..., Derivatives, Retirement Plans, Marketing Communications, Mutual Funds, Asset Allocation, FINRA, Project Finance, FINRA licenses 7
Education
Illinois Institute of Technology 1996 — 1998
MBA, Finance
International Center of Photography
International Center of Photography
International Center of Photography
International Center of Photography
University of Missouri-Columbia
Bachelor of Science (BSc), Biochemistry
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
MAI Capital Management May 2014 - Present
Victory Capital Management October 1995 - May 2014
Principal Global Investors July 1992 - October 1995
Skills
Equity Valuation, Consumer Staples, Microsoft Excel, Beverage Industry, Food Industry, Leisure Industry, Gaming Industry, Equity Research, Factset, Equities
Education
University of Wisconsin-Madison 1990 — 1992
Master of Science (MS), Finance, General
Marquette University 1986 — 1990
Bachelor of Science (BS), summa cum laude, Economics & Finance
Victory Capital Management July 1987 - Present
Education
The Ohio State University 1985 — 1987
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Victory Capital Management 2001 - Present
A.G. Edwards 1996 - 2001
Roulston & Company 1995 - 1996
Education
Saint Louis University 1997 — 2000
Master of Finance, Finance
Cleveland State University 1993 — 1996
B.B.A, Finance
Cleveland Clinic May 2015 - Present
Davis & Company, CPAs February 2015 - May 2015
Thomas Roulston Investment Partners, Inc. September 2013 - November 2013
Victory Capital Management June 2013 - August 2013
Skills
Access, Financial Modeling, Microsoft Excel, Accounting, Teamwork, Regression Analysis, Eviews, SAS programming, Corporate Finance, Tax Preparation, QuickBooks
Education
Case Western Reserve University 2012 — 2014
Master in Science, Finance, General, 3.86/4.0
The University of New Mexico 2011 — 2012
Exchange Student, Finance, General, 4.12/4.0
Sichuan University 2008 — 2012
Bachelor's degree, International Economics, 3.8/4.0
Victory Capital Management 2011 - 2012
Citizen Academy January 2010 - April 2010
Asian Industrial Products, Inc. July 2009 - August 2009
Zhejiang Topsun Logistic Control Co., Ltd. June 2008 - August 2008
Zhejiang Topsun Logistic Control Co., Ltd. August 2007 - August 2007
Global Bridge Associates June 2007 - July 2007
Education
Case Western Reserve University 2010 — 2011
MSF, Finance
Weatherhead School of Management at Case Western Reserve University 2010 — 2011
MSF, Finance
Case Western Reserve University 2006 — 2010
BS, Management
Case Western Reserve University 2006 — 2010
BA, Economics
Victory Capital Management June 2013 - Present
Dechert LLP February 2001 - July 2010
MAXFunds, Inc. March 2000 - February 2001
Skills
Corporations, Acquisitions, Risk Management, Securities Regulation, Securities, Investment Advisers Act, Corporate Governance, Mutual Funds, Due Diligence
Education
Case Western Reserve University School of Law 1996 — 1999
JD, Law
Miami University 1992 — 1996
BA, Economics; Russian
Victory Capital Management June 2000 - November 2003
KeyBank 1996 - 2000
KeyBank 1993 - 1996
Agency Rent-A-Car 1992 - 1993
Progressive Insurance 1984 - 1992
Skills
Finance, Asset Allocation, Asset Management, Equities, Fixed Income, Portfolio Management, Alternative Investments, Mutual Funds
Education
John Carroll University 1987 — 1989
Masters, Business Administration
Purdue University 1980 — 1984
BS, Management
Revere High School 1976 — 1980
Victory Capital Management September 2012 - Present
Goldman Sachs Asset Management 1994 - 2009
Liberty Investment Management 1994 - 1997
Eagle Asset Management 1990 - 1994
Skills
Equities, Portfolio Management, Investment Management, Hedge Funds, Investment Banking, Asset Management, Investments, Investment Strategies, Mutual Funds
Education
University of Chicago Graduate School of Business 1988 — 1990
MBA, Finance
Lehigh University 1981 — 1985
B.S., Finance
Victory Capital December 2013 - Present
PNC Wealth Management (Unofficial) April 2013 - December 2013
Victory Capital Management 2000 - May 2012
Key Asset Management 1997 - 2000
Society Asset Management 1992 - 1997
Skills
Equities, Bloomberg, Asset Allocation, Trading, Finance, Analysis
Education
Baldwin-Wallace College 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baldwin-Wallace College 1989 — 1992
Bachelor of Arts (B.A.), Accounting
KeyBank September 2012 - Present
Victory Capital Management August 2009 - August 2012
Skills
Database Design, Zephyr Style Advisor, Factset Research System, Microsoft Office, Security APL, Mutual Funds, Separately Managed..., Wrap Accounts, Performance Measurement, GIPS Compliance
Education
Bowling Green State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Victory Capital Management March 2013 - Present
Victory Capital Management February 2011 - February 2013
Victory Capital Management September 2010 - February 2011
Victory Capital Management August 2006 - August 2010
Victory Capital Management September 1999 - July 2006
The Bank of New York June 1998 - August 1999
Swiss Bank Corporation December 1992 - May 1998
First Fidelity Bank July 1988 - November 1992
Skills
Chartered Financial..., FINRA License 7, 24, 66, Investment Management, FINRA, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Investments, Mutual Funds, Relationship Management
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Finance, General
Moravian College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General