Victory Capital Management

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Victory Capital Management Employees

Employee
Years
Job
Industry
Karl Ackerman, CFA Karl Ackerman, CFA San Francisco, California Details
Karl Ackerman, CFA's Victory Capital Management Experience June 2007 - August 2007
Job Research Associate at Cowen and Company
Industry Capital Markets
Experience
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

Michael Bihn Michael Bihn Lakewood, Ohio Details
Michael Bihn's Victory Capital Management Experience May 2015 - Present
Job Operations Analyst at Victory Capital Management
Industry Financial Services
Experience
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

Garrett Kelley Garrett Kelley Greater Los Angeles Area Details
Garrett Kelley's Victory Capital Management Experience September 2014 - Present
Job Regional Director S. CA & AZ at Victory Capital Management
Industry Financial Services
Experience
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

Patrice Derrington Patrice Derrington New York, New York Details
Patrice Derrington's Victory Capital Management Experience May 1998 - 2012
Job Director of the Real Estate Development Program GSAPP at Columbia University in the City of New York
Industry Real Estate
Experience
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

William Eugene Gross William Eugene Gross Charlotte, North Carolina Area Details
William Eugene Gross's Victory Capital Management Experience July 2012 - June 2015
Job Analyst at Biltmore Family Office, 2016 Level III Candidate in the CFA Program
Industry Financial Services
Experience
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

Susan Nassoiy Susan Nassoiy Cape Canaveral, Florida Details
Susan Nassoiy's Victory Capital Management Experience May 2001 - October 2004
Job Social Media Manager/Owner/Partner
Industry Marketing and Advertising
Experience
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

Steven Wolken Steven Wolken Cleveland/Akron, Ohio Area Details
Steven Wolken's Victory Capital Management Experience June 1998 - December 2004
Job Director, Chief Compliance Officer at Hartland & Co.
Industry Financial Services
Experience
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

Don Frank Don Frank Greater St. Louis Area Details
Don Frank's Victory Capital Management Experience January 2011 - April 2014
Job Vice President at Franklin Square Capital Partners
Industry Financial Services
Experience
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

Bryon Walker, CIMA®, AIF® Bryon Walker, CIMA®, AIF® West Palm Beach, Florida Area Details
Bryon Walker, CIMA®, AIF®'s Victory Capital Management Experience 2006 - 2008
Job Regional Director at WisdomTree Asset Management
Industry Investment Management
Experience
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

Shon Young Shon Young Greater Philadelphia Area Details
Shon Young's Victory Capital Management Experience January 2012 - July 2012
Job Ambassador at Amazon warehouse
Industry Accounting
Experience
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

Jason Putman, CFA Jason Putman, CFA Cleveland/Akron, Ohio Area Details
Jason Putman, CFA's Victory Capital Management Experience January 2006 - August 2012
Job Portfolio Manager at Capital Management, LLC
Industry Investment Management
Experience
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

Adam Sherman, CFA Adam Sherman, CFA Cleveland, Ohio Details
Adam Sherman, CFA's Victory Capital Management Experience September 2007 - November 2010
Job Portfolio Manager at MatlinPatterson Credit Trading
Industry Investment Management
Experience
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

Brittany Flynn Brittany Flynn Westlake, Ohio Details
Brittany Flynn's Victory Capital Management Experience May 2013 - Present
Job Internal Sales Director at Victory Capital
Industry Investment Management
Experience
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

Craig Ruch, CFA Craig Ruch, CFA Cleveland, Ohio Details
Craig Ruch, CFA's Victory Capital Management Experience April 2005 - November 2010
Job CEO, Sr. Portfolio Manager at MatlinPatterson Credit Trading
Industry Financial Services
Experience
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

Robert Szeles, CFA Robert Szeles, CFA Cleveland, Ohio Details
Robert Szeles, CFA's Victory Capital Management Experience May 2009 - April 2010
Job Equity Analyst, Officer, at PNC Capital Advisors, LLC
Industry Financial Services
Experience
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

Alex Breslin-Johnson Alex Breslin-Johnson New York, New York Details
Alex Breslin-Johnson's Victory Capital Management Experience June 2013 - Present
Job Portfolio Associate at Victory Capital Management
Industry Investment Management
Experience
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

Mark Summers Mark Summers Cleveland/Akron, Ohio Area Details
Mark Summers's Victory Capital Management Experience 2003 - 2009
Job COO/Managing Director at MAI Capital Management
Industry Investment Management
Experience
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

Michael Basile, CFA Michael Basile, CFA Hermitage, Pennsylvania Details
Michael Basile, CFA's Victory Capital Management Experience 2001 - 2005
Job Managing PrincipalMatune Basile Advisors
Industry Investment Management
Experience
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

Joe Powers Joe Powers Greater New York City Area Details
Joe Powers's Victory Capital Management Experience July 2015 - Present
Job Retail Sales Director
Industry Financial Services
Experience
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

Glenn Leyrer, CFA Glenn Leyrer, CFA Portland, Oregon Details
Glenn Leyrer, CFA's Victory Capital Management Experience June 2000 - December 2002
Job Portfolio Manager at U.S. Bank
Industry Banking
Experience
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

Wendy Couture Wendy Couture Elyria, Ohio Details
Wendy Couture's Victory Capital Management Experience January 2001 - May 2005
Job Executive Assistant
Industry Banking
Experience
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

Russ Shemo Russ Shemo Cleveland/Akron, Ohio Area Details
Russ Shemo's Victory Capital Management Experience October 1999 - October 2010
Job Vice President at Synergy Direct Marketing Solutions
Industry Management Consulting
Experience
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

Bryan Andress Bryan Andress Cincinnati Area Details
Bryan Andress's Victory Capital Management Experience June 2012 - August 2012
Job Junior Research Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel  September 2013 - Present
Victory Capital Management   June 2012 - August 2012

Education
Ohio University   2010 — 2013
BBA, Accounting, Finance

Crispin Napolitano Crispin Napolitano Chagrin Falls, Ohio Details
Crispin Napolitano's Victory Capital Management Experience November 2006 - Present
Job Equity Trader, Victory Capital Management Inc.
Industry Financial Services
Experience
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

S. Paul Sanko S. Paul Sanko Cleveland/Akron, Ohio Area Details
S. Paul Sanko's Victory Capital Management Experience May 2011 - July 2015
Job Director Institutional Markets, Victory Capital Management
Industry Investment Management
Experience
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

James Kacic James Kacic Cleveland/Akron, Ohio Area Details
James Kacic's Victory Capital Management Experience 1994 - 2003
Job CFO/Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
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

Greg Conners Greg Conners Cincinnati Area Details
Greg Conners's Victory Capital Management Experience March 1999 - Present
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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.

Ashley Berarducci Ashley Berarducci Rockville, Maryland Details
Ashley Berarducci's Victory Capital Management Experience May 2009 - August 2009
Job Management Trainee at Wegmans Food Market
Industry Retail
Experience
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

Christopher Turay Christopher Turay Cleveland/Akron, Ohio Area Details
Christopher Turay's Victory Capital Management Experience April 2001 - November 2004
Job Senior Analyst at Victory Capital Management
Industry Financial Services
Experience
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

Bethany Young Bethany Young Cleveland/Akron, Ohio Area Details
Bethany Young's Victory Capital Management Experience February 2012 - December 2012
Job Financial Data Analyst at Imagine Software
Industry Financial Services
Experience
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

Richard Weyers Richard Weyers Greater New York City Area Details
Richard Weyers's Victory Capital Management Experience February 1994 - November 2005
Job Chief Operating Officer & Chief Compliance Officer at Traust Sollus Wealth Management, LLC
Industry Financial Services
Experience
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

Dan Lanuti Dan Lanuti Greater Detroit Area Details
Dan Lanuti's Victory Capital Management Experience October 1991 - September 2008
Job Experienced Client Manager and Consultant
Industry Management Consulting
Experience
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

Jason Rottinger Jason Rottinger Austin, Texas Details
Jason Rottinger's Victory Capital Management Experience 2002 - 2006
Job Chief Compliance Officer at Amherst Capital Management
Industry Investment Management
Experience
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

Jinyan(Vivian) Yang Jinyan(Vivian) Yang Cleveland/Akron, Ohio Area Details
Jinyan(Vivian) Yang's Victory Capital Management Experience March 2012 - July 2012
Job Check Fraud Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Jessica (Johnson) Baron Jessica (Johnson) Baron Cleveland, Ohio Details
Jessica (Johnson) Baron's Victory Capital Management Experience June 2009 - June 2010
Job Group Fitness Instructor at Fitworks
Industry Health, Wellness and Fitness
Experience
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

Thomas Kne Thomas Kne Cleveland/Akron, Ohio Area Details
Thomas Kne's Victory Capital Management Experience 2006 - Present
Job Asia Trader, International Equities at Victory Capital Management
Industry Financial Services
Experience
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

Laura DelMonte Laura DelMonte Cleveland/Akron, Ohio Area Details
Laura DelMonte's Victory Capital Management Experience July 2000 - December 2005
Job Regional Administrative Assistant at UBS Financial Services
Industry Financial Services
Experience
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

Lisa Rosenthal, CFA Lisa Rosenthal, CFA Cleveland/Akron, Ohio Area Details
Lisa Rosenthal, CFA's Victory Capital Management Experience October 2007 - Present
Job Relationship Manager Taft Hartley/Public Funds at Victory Capital Management
Industry Investment Management
Experience
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

Rich Vanden Boogard Rich Vanden Boogard Madison, Wisconsin Area Details
Rich Vanden Boogard's Victory Capital Management Experience June 2007 - August 2012
Job Principal at Jacobson & Schmitt Advisors, LLC
Industry Investment Management
Experience
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

Jacob McConnell Jacob McConnell Cleveland, Ohio Details
Jacob McConnell's Victory Capital Management Experience September 2014 - Present
Job Director Institutional Markets Taft Hartley at Victory Capital Management
Industry Financial Services
Experience
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

Peter Jensen, Jr., CFA Peter Jensen, Jr., CFA Cleveland/Akron, Ohio Area Details
Peter Jensen, Jr., CFA's Victory Capital Management Experience February 2013 - November 2014
Job Senior Investment Management and Marketing Professional, Conservative Enthusiast
Industry Capital Markets
Experience
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

David Koehler David Koehler Cleveland/Akron, Ohio Area Details
David Koehler's Victory Capital Management Experience May 2007 - June 2008
Job Commodity Specialist at Preformed Line Products
Industry Real Estate
Experience
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

August Golinski August Golinski Cleveland/Akron, Ohio Area Details
August Golinski's Victory Capital Management Experience October 2010 - March 2011
Job Paraplanner at Lincoln Financial Group
Industry Financial Services
Experience
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

Matthew Lombardo, CFA Matthew Lombardo, CFA Cleveland/Akron, Ohio Area Details
Matthew Lombardo, CFA's Victory Capital Management Experience January 2010 - May 2013
Job Senior Associate at CapitalWorks LLC
Industry Financial Services
Experience
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

Nicole Gargaro Trizio Nicole Gargaro Trizio Cleveland, Ohio Details
Nicole Gargaro Trizio's Victory Capital Management Experience June 2011 - Present
Job Operations Analyst at Victory Capital Management
Industry Investment Management
Experience
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

Gaurav Lunia Gaurav Lunia Greater New York City Area Details
Gaurav Lunia's Victory Capital Management Experience July 2014 - Present
Job Portfolio Manager/Sr.Analyst at Victory Capital Management Emerging Markets
Industry Financial Services
Experience
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

Mathew Uber Mathew Uber Olmsted Falls, Ohio Details
Mathew Uber's Victory Capital Management Experience August 2009 - October 2013
Job Trust Administrative Representative II at PNC Wealth Management
Industry Investment Management
Experience
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

Crystal Golightly Crystal Golightly Greater New York City Area Details
Crystal Golightly's Victory Capital Management Experience January 2005 - June 2006
Job Director of Client Development, ARInsights
Industry Computer Software
Experience
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

Jared Zinanti Jared Zinanti Greater Salt Lake City Area Details
Jared Zinanti's Victory Capital Management Experience May 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
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

Pam Judge Pam Judge Cleveland/Akron, Ohio Area Details
Pam Judge's Victory Capital Management Experience 2001 - 2005
Job Executive Assistant
Industry Real Estate
Experience
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

Andrew Hanshaft Andrew Hanshaft Scottsdale, Arizona Details
Andrew Hanshaft's Victory Capital Management Experience May 2012 - July 2012
Job Account Administrator at Lockton Companies
Industry Insurance
Experience
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

AJ DeBarr AJ DeBarr Washington D.C. Metro Area Details
AJ DeBarr's Victory Capital Management Experience June 2007 - September 2007
Job Fannie Mae
Industry Financial Services
Experience
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

Kathy Heigle Kathy Heigle Cleveland/Akron, Ohio Area Details
Kathy Heigle's Victory Capital Management Experience December 2008 - February 2013
Job SMS Manager at GOJO Industries
Industry Health, Wellness and Fitness
Experience
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

Siobhan Daly Siobhan Daly Portland, Oregon Area Details
Siobhan Daly's Victory Capital Management Experience May 1996 - August 2001
Job Mortgage Maven & Bling Slinger
Industry Financial Services
Experience
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

Cindy Starke Cindy Starke New York, New York Details
Cindy Starke's Victory Capital Management Experience June 2003 - March 2007
Job Portfolio Manager at EULAV Asset Management
Industry Investment Management
Experience
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

Bryan Ostendorf Bryan Ostendorf Greater Denver Area Details
Bryan Ostendorf's Victory Capital Management Experience July 2011 - February 2012
Job SR. Product Manager
Industry Financial Services
Experience
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

Abby Hall Abby Hall Cleveland/Akron, Ohio Area Details
Abby Hall's Victory Capital Management Experience April 2013 - Present
Job Accountant at Victory Capital Management
Industry Financial Services
Experience
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

David Nordquist David Nordquist Seattle, Washington Details
David Nordquist's Victory Capital Management Experience August 2011 - November 2013
Job Quantitative investment management professional.
Industry Financial Services
Experience
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

Camas Hunter Camas Hunter New York, New York Details
Camas Hunter's Victory Capital Management Experience 2008 - 2011
Job Vice President, Corporate Access
Industry Investment Management
Experience
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

Robert Caravella, CFA Robert Caravella, CFA Cleveland/Akron, Ohio Area Details
Robert Caravella, CFA's Victory Capital Management Experience 2011 - 2013
Job Real Estate, Private Equity
Industry Real Estate
Experience
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

Lynne M Lawrence Lynne M Lawrence Cleveland/Akron, Ohio Area Details
Lynne M Lawrence's Victory Capital Management Experience January 1998 - January 1999
Job Portfolio Manager, Fixed Income at Key Private Bank
Industry Investment Management
Experience
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

Darin Pope, CFA, CFP Darin Pope, CFA, CFP Greater New York City Area Details
Darin Pope, CFA, CFP's Victory Capital Management Experience October 1999 - December 2003
Job SVP, CIO, United Advisors, LLC, Registered Representative at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
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

Richard Pacula Richard Pacula Cleveland/Akron, Ohio Area Details
Richard Pacula's Victory Capital Management Experience September 2014 - Present
Job Channel Marketing Manager Institutional Channel at Victory Capital Management
Industry Investment Management
Experience
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

Scott Jacobson Scott Jacobson Greater Chicago Area Details
Scott Jacobson's Victory Capital Management Experience August 2000 - October 2002
Job Institutional Retirement Sales Manager
Industry Banking
Experience
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

James Craske James Craske New York, New York Details
James Craske's Victory Capital Management Experience August 2008 - Present
Job Global Equity Analyst
Industry Financial Services
Experience
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

Chris Welker, CFA, CAIA Chris Welker, CFA, CAIA Cleveland/Akron, Ohio Area Details
Chris Welker, CFA, CAIA's Victory Capital Management Experience April 2006 - November 2010
Job Chief Operating Officer at MPAM Credit Trading Partners L.P.
Industry Investment Management
Experience
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

Toni Kaul Toni Kaul Greater Denver Area Details
Toni Kaul's Victory Capital Management Experience June 2011 - Present
Job Internal Wholesaler at Victory Capital Management
Industry Financial Services
Experience
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

Sue Mooradian Sue Mooradian Albany, New York Area Details
Sue Mooradian's Victory Capital Management Experience May 1998 - April 2003
Job Vice President Institutional Asset Services
Industry Financial Services
Experience
Key Bank - Institutional Asset Services   January 2011 - Present
Victory Capital Management   May 1998 - April 2003

Education
Keene State College   1977 — 1981

Steffanie Roulet Steffanie Roulet Austin, Texas Area Details
Steffanie Roulet's Victory Capital Management Experience April 2004 - December 2004
Job Executive Assistant with proven track record looking for an exciting opportunity in the Austin area.
Industry Computer Software
Experience
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

Rich Nash Rich Nash Cleveland/Akron, Ohio Area Details
Rich Nash's Victory Capital Management Experience January 2000 - January 2004
Job Equity Portfolio Manager at Westfield Group
Industry Financial Services
Experience
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

Janet Selar Janet Selar Cleveland/Akron, Ohio Area Details
Janet Selar's Victory Capital Management Experience Technology/Business AnalystKeyBank2008 - Present
Job Director at Victory Capital Management
Industry Investment Management
Experience
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

Barbara Myers Barbara Myers Cleveland/Akron, Ohio Area Details
Barbara Myers's Victory Capital Management Experience 1994 - 1999
Job Director of NonProfit Investment Management at KeyBank
Industry Investment Management
Experience
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

Robert Unger Robert Unger Greater New York City Area Details
Robert Unger's Victory Capital Management Experience December 2002 - June 2005
Job Founder & CEO
Industry Financial Services
Experience
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

Crystal Doyle Crystal Doyle Cleveland/Akron, Ohio Area Details
Crystal Doyle's Victory Capital Management Experience 2009 - Present
Job Senior Analyst
Industry Investment Management
Experience
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

Max Pyziur Max Pyziur Greater New York City Area Details
Max Pyziur's Victory Capital Management Experience December 2002 - December 2005
Job Senior Advisor Downstream Projects at EPRINC
Industry Market Research
Experience
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

Vincent Williams Vincent Williams Greater Chicago Area Details
Vincent Williams's Victory Capital Management Experience 2003 - 2005
Job Managing Director, Director of Marketing at Lombardia Capital Partners
Industry Investment Management
Experience
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

Pat Alfano Pat Alfano Greater Denver Area Details
Pat Alfano's Victory Capital Management Experience July 2010 - June 2012
Job Financial Advisor at Strategic Financial Partners
Industry Investment Management
Experience
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

Robert Zhang Robert Zhang New York, New York Details
Robert Zhang's Victory Capital Management Experience July 2008 - Present
Job Investment Analyst, Victory Capital Management
Industry Investment Management
Experience
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

Steve Donato Steve Donato Columbus, Ohio Area Details
Steve Donato's Victory Capital Management Experience 1994 - 2002
Job Sr. Consultant Retirement Plans Marketing at Nationwide
Industry Financial Services
Experience
Nationwide  June 2004 - Present
Key Bank  November 2002 - May 2004
Victory Capital Management   1994 - 2002

Education
Morehead State University   1988 — 1992
BBA, Finance

Jack Lake Jack Lake Columbus, Ohio Area Details
Jack Lake's Victory Capital Management Experience March 2004 - June 2008
Job Senior Risk Analyst at Ohio Public Employees Retirement System
Industry Investment Management
Experience
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

James Kacic James Kacic Cleveland/Akron, Ohio Area Details
James Kacic's Victory Capital Management Experience May 1994 - December 2002
Job Chief Financial Officer
Industry Financial Services
Experience
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

Tom Champion Tom Champion Greater New York City Area Details
Tom Champion's Victory Capital Management Experience 2002 - 2005
Job Managing Director Global Index and Exchange Traded Products Group NYSE
Industry Financial Services
Experience
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

Holly Cavalier Holly Cavalier Cleveland/Akron, Ohio Area Details
Holly Cavalier's Victory Capital Management Experience January 2012 - December 2013
Job Chief Compliance Officer at The Townsend Group
Industry Financial Services
Experience
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

Daniel LeVan Daniel LeVan Greater Boston Area Details
Daniel LeVan's Victory Capital Management Experience October 2014 - Present
Job Chief Investment Officer at Trivalent Investments
Industry Investment Management
Experience
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

Marcy Starks Marcy Starks Cleveland/Akron, Ohio Area Details
Marcy Starks's Victory Capital Management Experience 2000 - 2005
Job Senior Project Manager at PNC
Industry Banking
Experience
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.

Brandon Caywood Brandon Caywood Cleveland/Akron, Ohio Area Details
Brandon Caywood's Victory Capital Management Experience December 2003 - Present
Job Client Services at Victory Capital Management
Industry Financial Services
Experience
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

Joel Pandon Joel Pandon Cleveland/Akron, Ohio Area Details
Joel Pandon's Victory Capital Management Experience Managing DirectorVictory Capital Management1983 - Present
Job Managing Director at Victory Capital Management
Industry Financial Services
Experience
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

Dana Berkley Dana Berkley Cleveland/Akron, Ohio Area Details
Dana Berkley's Victory Capital Management Experience 1990 - February 2004
Job Investment Ops Specialist II at Progressive Insurance
Industry Insurance
Experience
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

Tom Uutala Tom Uutala Cleveland/Akron, Ohio Area Details
Tom Uutala's Victory Capital Management Experience August 2005 - Present
Job Portfolio Manager at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   August 2005 - Present

Education
Marquette University   1994 — 1998

Greg Ewald Greg Ewald Cleveland, Ohio Details
Greg Ewald's Victory Capital Management Experience May 2013 - Present
Job Chief Legal Officer at Victory Capital Management
Industry Investment Management
Experience
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

Bhaskar Veerlapati Bhaskar Veerlapati Irving, Texas Details
Bhaskar Veerlapati's Victory Capital Management Experience October 2008 - April 2009
Job webMethods Consultant at SumTech Consulting Inc
Industry Information Technology and Services
Experience
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

Patrick Jamieson Patrick Jamieson Cleveland/Akron, Ohio Area Details
Patrick Jamieson's Victory Capital Management Experience February 2008 - January 2010
Job Institutional Equity Sales at KeyBanc Capital Markets
Industry Investment Management
Experience
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

William Keever William Keever Cleveland/Akron, Ohio Area Details
William Keever's Victory Capital Management Experience 2011 - 2012
Job Experienced finance professional
Industry Banking
Experience
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

Paul Danes CFA Paul Danes CFA Cleveland/Akron, Ohio Area Details
Paul Danes CFA's Victory Capital Management Experience 1987 - Present
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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

Brandon Caywood Brandon Caywood Washington D.C. Metro Area Details
Brandon Caywood's Victory Capital Management Experience December 2003 - November 2008
Job Senior Client Service Specialist at Sands Capital Management
Industry Financial Services
Experience
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

Scott Stahorsky Scott Stahorsky Cleveland/Akron, Ohio Area Details
Scott Stahorsky's Victory Capital Management Experience January 2015 - Present
Job Manager, Fund Administration at Victory Capital Management
Industry Investment Management
Experience
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

Carole Burns Carole Burns Cleveland/Akron, Ohio Area Details
Carole Burns's Victory Capital Management Experience 1996 - 2007
Job Regional Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
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

Paul Pasicznyk Paul Pasicznyk Cleveland/Akron, Ohio Area Details
Paul Pasicznyk's Victory Capital Management Experience September 1997 - Present
Job Head of Institutional at Victory Capital
Industry Investment Management
Experience
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

Gloria A. Johnson Gloria A. Johnson Cleveland/Akron, Ohio Area Details
Gloria A. Johnson's Victory Capital Management Experience October 2002 - February 2009
Job Project Manager/Analyst at Modis Consulting
Industry Investment Management
Experience
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

Tom Mueth, CIMA, CIMC Tom Mueth, CIMA, CIMC Charlotte, North Carolina Details
Tom Mueth, CIMA, CIMC's Victory Capital Management Experience February 2003 - December 2005
Job Director, Institutional Markets at Golden Capital Management, LLC
Industry Investment Management
Experience
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

Joseph Randazzo Joseph Randazzo Twinsburg, Ohio Details
Joseph Randazzo's Victory Capital Management Experience 1970 - 2001
Job Sales Consultant
Industry Banking
Experience
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

Regina Wohl, CFA Regina Wohl, CFA San Francisco, California Details
Regina Wohl, CFA's Victory Capital Management Experience September 2004 - February 2009
Job Portfolio Manager at Stanford Investment Group, Inc.
Industry Financial Services
Experience
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

Richard Heine, CFA Richard Heine, CFA Toledo, Ohio Area Details
Richard Heine, CFA's Victory Capital Management Experience 1990 - 2004
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
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

Jim Sturgeon Jim Sturgeon Canal Fulton, Ohio Details
Jim Sturgeon's Victory Capital Management Experience 1977 - 2002
Job Sr. Relationship Manager at Principal Financial Group
Industry Financial Services
Experience
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

Maureen McGowan-Hansen Maureen McGowan-Hansen Columbus, Ohio Area Details
Maureen McGowan-Hansen's Victory Capital Management Experience 2000 - 2003
Job Director of Compensation and Benefits at XPO LOGISTICS
Industry Transportation/Trucking/Railroad
Experience
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

Scott Stokes, CFA Scott Stokes, CFA Cleveland, Ohio Details
Scott Stokes, CFA's Victory Capital Management Experience 2004 - 2009
Job Chartered Financial Analyst at KeyBank
Industry Financial Services
Experience
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

Tony Ryan Tony Ryan Greater Boston Area Details
Tony Ryan's Victory Capital Management Experience June 2014 - Present
Job Senior International Equity Analyst at Trivalent Investments a Victory Capital franchise.
Industry Financial Services
Experience
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

Dennis P. Casey Dennis P. Casey Cleveland/Akron, Ohio Area Details
Dennis P. Casey's Victory Capital Management Experience January 2002 - December 2004
Job Managing Partner, Financial Industry Representatives, LLC
Industry Investment Management
Experience
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

Denise Coyne, CFA Denise Coyne, CFA Cleveland/Akron, Ohio Area Details
Denise Coyne, CFA's Victory Capital Management Experience 1996 - 2004
Job Senior Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
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

Sandy Patrick Sandy Patrick Cleveland/Akron, Ohio Area Details
Sandy Patrick's Victory Capital Management Experience October 1995 - January 2004
Job Executive Assistant Investor Relations at KeyBank
Industry Banking
Experience
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

Susan Oelbracht Susan Oelbracht Cleveland/Akron, Ohio Area Details
Susan Oelbracht's Victory Capital Management Experience November 1999 - October 2004
Job Portfolio Manager Specializing in Endowments, Foundations, and Nonprofits
Industry Financial Services
Experience
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

Christine Harder Christine Harder Cleveland/Akron, Ohio Area Details
Christine Harder's Victory Capital Management Experience January 2010 - September 2011
Job Benefits Analyst at PolyOne Corporation
Industry Financial Services
Experience
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

Trenton Tipton-Fletcher Trenton Tipton-Fletcher Cleveland/Akron, Ohio Area Details
Trenton Tipton-Fletcher's Victory Capital Management Experience 2003 - 2008
Job Principal at Financial Stewardship Group
Industry Accounting
Experience
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

Josh Grasso Josh Grasso New York, New York Details
Josh Grasso's Victory Capital Management Experience September 2010 - January 2012
Job
Industry Financial Services
Experience
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

Gay Mamula Gay Mamula Greater New York City Area Details
Gay Mamula's Victory Capital Management Experience October 2005 - January 2007
Job Administrative Assistant
Industry Financial Services
Experience
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

Jeffrey Heil Jeffrey Heil Greater New York City Area Details
Jeffrey Heil's Victory Capital Management Experience 1994 - 1997
Job CIO at Doris Duke Charitable Foundation
Industry Philanthropy
Experience
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

Michael Koskuba Michael Koskuba Greater New York City Area Details
Michael Koskuba's Victory Capital Management Experience July 2003 - Present
Job Senior Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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

Hoddy Fritz Hoddy Fritz Orange County, California Area Details
Hoddy Fritz's Victory Capital Management Experience January 2003 - October 2004
Job Director, Business Development at HighMark Capital Management
Industry Financial Services
Experience
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

Luciano Del Bufalo Luciano Del Bufalo New York, New York Details
Luciano Del Bufalo's Victory Capital Management Experience 2000 - 2003
Job Communications Strategist at J.P. Morgan
Industry Financial Services
Experience
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

Mike DiRienzo Mike DiRienzo Cleveland/Akron, Ohio Area Details
Mike DiRienzo's Victory Capital Management Experience December 2011 - July 2013
Job Fixed Income | Portfolio Manager | Trader | Analyst | Buy and SellSide Experienced | Actively Seeking New Opportunities
Industry Investment Management
Experience
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

David Kolpak, CFA David Kolpak, CFA Cleveland, Ohio Details
David Kolpak, CFA's Victory Capital Management Experience October 1995 - May 2014
Job Director & Portfolio Manager at MAI Capital Management
Industry Investment Management
Experience
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

Paul Danes Paul Danes Cleveland/Akron, Ohio Area Details
Paul Danes's Victory Capital Management Experience July 1987 - Present
Job Sr. Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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

Jeff Graff Jeff Graff Cincinnati Area Details
Jeff Graff's Victory Capital Management Experience 2001 - Present
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
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

Carrie(Mengying) Xu Carrie(Mengying) Xu Cleveland, Ohio Details
Carrie(Mengying) Xu's Victory Capital Management Experience June 2013 - August 2013
Job Master of Science in ManagementFinance at Case Western Reserve University
Industry Financial Services
Experience
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

Xiaoxiao Ruan Xiaoxiao Ruan Cleveland/Akron, Ohio Area Details
Xiaoxiao Ruan's Victory Capital Management Experience 2011 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Erin Wagner Erin Wagner Cleveland, Ohio Details
Erin Wagner's Victory Capital Management Experience June 2013 - Present
Job Associate General Counsel at Victory Capital Management
Industry Financial Services
Experience
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

Judith Ulrey, CFA Judith Ulrey, CFA Combined Locks, Wisconsin Details
Judith Ulrey, CFA's Victory Capital Management Experience June 2000 - November 2003
Job I currently stay at home to manage our household and raise our two children.
Industry Investment Management
Experience
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

Gregory Ekizian Gregory Ekizian Tampa, Florida Details
Gregory Ekizian's Victory Capital Management Experience September 2012 - Present
Job Chief Investment Officer, Victory Dividend Growth at Victory Capital Management
Industry Investment Management
Experience
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

Donna Kulka Donna Kulka Cleveland/Akron, Ohio Area Details
Donna Kulka's Victory Capital Management Experience 2000 - May 2012
Job Senior Analyst, Institutional Client Service at Victory Capital
Industry Investment Management
Experience
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

Patrick Bender Patrick Bender Cleveland, Ohio Details
Patrick Bender's Victory Capital Management Experience August 2009 - August 2012
Job Assistant Portfolio Manager at KeyBank
Industry Investment Management
Experience
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

Christopher Ohmacht Christopher Ohmacht Greater New York City Area Details
Christopher Ohmacht's Victory Capital Management Experience March 2013 - Present
Job President at Victory Capital Management
Industry Investment Management
Experience
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

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