Victory Capital Management

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Victory Capital Management Employees

Employee
Years
Job
Industry
Jessica Chamness Jessica Chamness Greater Denver Area Details
Jessica Chamness's Victory Capital Management Experience May 2009 - Present
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   May 2009 - Present
Natural Resource Group, Inc.   May 2007 - August 2007

Skills
PowerPoint, Project Management, Finance, Due Diligence, Financial Analysis, Public Speaking, Microsoft Excel, Investments, Financial Modeling, Strategic Planning, Microsoft Office, Sales, Capital Markets

Education
University of Colorado Boulder   2005 — 2009
Bachelor's, Finance

Universidad Pablo de Olavide   2008 — 2008
Finanzas

ThunderRidge High School

Elizabeth Hong Elizabeth Hong New York, New York Details
Elizabeth Hong's Victory Capital Management Experience January 2013 - April 2013
Job Student at the Wharton School, University of Pennsylvania
Industry
Experience
Archegos Capital Management, LLC   July 2013 - August 2013
The New Criterion  June 2013 - June 2013
Victory Capital Management   January 2013 - April 2013

Education
University of Pennsylvania - The Wharton School   2013 — 2017
Bachelor of Science in Economics, Finance and Management

Princeton in Beijing   2014 — 2014
Mandarin, Second Level Student

Trinity School, NYC   2009 — 2013
High School

Eric J Holmes, CFA Eric J Holmes, CFA Cleveland/Akron, Ohio Area Details
Eric J Holmes, CFA's Victory Capital Management Experience July 1999 - February 2003
Job Partner at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners, LLC   January 2014 - Present
Foundry Partners, LLC   February 2013 - Present
Fifth Third Asset Management  February 2003 - January 2013
Victory Capital Management   July 1999 - February 2003
Manning & Napier Advisors  February 1994 - February 1999

Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling

Education
Rochester Institute of Technology   1992 — 1994
MBA, Finance

State University of New York College at Geneseo   1988 — 1992
BA, Economics

Sarah BonDurant Sarah BonDurant Greater St. Louis Area Details
Sarah BonDurant's Victory Capital Management Experience August 2006 - July 2009
Job Digital Acceleration Team (DAT) Member at Nestle S.A.
Industry Higher Education
Experience
Nestle S.A.   September 2014 - Present
Nestlé Purina North America  July 2013 - Present
Nestlé Purina North America  January 2013 - July 2013
Nestle Purina  June 2011 - January 2013
Washington University in St. Louis  August 2009 - December 2011
Nestle Purina  May 2010 - August 2010
Victory Capital Management   August 2006 - July 2009
Victory Capital Management   August 2005 - August 2006

Skills
Financial Modeling, Strategic Planning, Brand Management, Competitive Analysis, Financial Analysis, Marketing, Cross-functional Team..., Strategy, Market Analysis, Analytics, Marketing Strategy, Marketing Research, Digital Marketing, Social Media

Education
Washington University in St. Louis - Olin Business School   2009 — 2011
MBA 2011, Concentration in Strategy and Marketing

The College of Wooster   2001 — 2005
Bachelor of Arts, Economics

Steven Schkurko Steven Schkurko Cleveland/Akron, Ohio Area Details
Steven Schkurko's Victory Capital Management Experience April 2011 - August 2011
Job Leadership Development Program, Manager in Training at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   August 2011 - Present
Victory Capital Management   April 2011 - August 2011
UBS Financial Services  October 2010 - March 2011
The Ohio State University, Office of University Development   September 2009 - March 2011

Skills
Analysis, Equities, PowerPoint, Access, Bloomberg, Microsoft Excel, Microsoft Word

Education
The Ohio State University - The Max M. Fisher College of Business   2007 — 2011
Bachelor's Degree, Finance

Conor Reagan Conor Reagan Greater Denver Area Details
Conor Reagan's Victory Capital Management Experience July 2012 - August 2012
Job Associate, The LeClaire Group of Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap  June 2014 - Present
Program Council  April 2012 - May 2014
CREA Real Estate LLC   May 2013 - August 2013
Victory Capital Management   July 2012 - August 2012
Shaeffer Reagan Design   2009 - August 2012
Castle Pines Golf Club  May 2010 - July 2012

Skills
Budgets, Sales, Management, Business Development, Finance, Leadership, Event Planning, Public Relations, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Excel, Event Management, PowerPoint, Microsoft Office, Marketing Strategy, Customer Service

Education
University of Colorado Boulder - Leeds School of Business   2010 — 2014
Bachelor's, Finance (BSBA), Real Estate

Meaghan Greene Meaghan Greene Greater Denver Area Details
Meaghan Greene's Victory Capital Management Experience September 2014 - Present
Job Channel Marketing Manager
Industry Financial Services
Experience
Victory Capital Management   September 2014 - Present
Arapaho Asset Management LLC   April 2013 - September 2014
Janus Capital Group  October 2010 - April 2013
T Rowe Price  December 2007 - October 2010
A.G. Edwards   March 2005 - December 2007

Skills
FINRA Series 7, FINRA Series 63, FINRA Series 6, Mutual Funds, Wholesale, Marketing, Presentations, Training, Skilled Communicator, Sales Presentation..., High-Impact Sales..., Building Relationships, Fixed Annuities, Variable Annuities, Series 63, Series 7, Series 6, Equities, Financial Services, Investments, Retirement, Uniform Combined State..., FINRA, Sales Operations, Sales Process, Sales, Alternative Investments, Retirement Planning, Wealth Management, 401k, Separately Managed..., Financial Advisory, ETFs, Securities, CRM, Finance, Colorado Life Insurance

Education
Stanford University   2012 — 2013
Non-Credit Studies, Finance, Successfully Completed as Team Leader

University of Phoenix   2008 — 2012
Bachelor of Science, in Communication with a Concentration in Marketing and Sales

University of Phoenix   2008 — 2010
Associate of Arts In Business

Carla (Bartek) Goehring Carla (Bartek) Goehring Richmond, Texas Details
Carla (Bartek) Goehring's Victory Capital Management Experience December 2002 - June 2006
Job Experienced Sales
Industry Insurance
Experience
Farmers Insurance  January 2014 - Present
Piedmont Capital Distributors  August 2011 - January 2013
CJ Goehring & Associates   September 2009 - August 2011
Hartford Financial Services Group  September 2006 - September 2009
Victory Capital Management   December 2002 - June 2006
J & W Seligman  January 1996 - December 2002
Overland Express--Wells Fargo--Stephens, Inc   July 1991 - December 1995

Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Bloomberg, Series 7, Sales Operations, Financial Markets, Wealth Management, Hedge Funds, Separately Managed..., Portfolio Management, Fixed Annuities, Financial Services, Investments, Sales, Finance, Management, Alternative Investments, Asset Allocation, Insurance, Retirement, Marketing

Education
Southwest Texas State University   1980 — 1984
BBA, Finance

Taylor Buske Taylor Buske Greater Denver Area Details
Taylor Buske's Victory Capital Management Experience May 2012 - August 2012
Job Renewals Specialist at OnDeck
Industry Marketing and Advertising
Experience
OnDeck  February 2014 - Present
Service Source Int   October 2013 - February 2014
ServiceSource  September 2012 - February 2014
Victory Capital Management   May 2012 - August 2012
University of Colorado at Boulder  August 2008 - May 2012
Fox Restaurant Concepts  August 2011 - April 2012
Spinitar  April 2011 - June 2011
Spinitar  April 2011 - June 2011
Kappa Kappa Gamma  2010 - 2011

Skills
Marketing, Advertising, Lead Generation, Sales, Business Development, Time Management, Trade Shows, Photography, Microsoft Excel, Fashion, Social Media, PowerPoint, Facebook, Microsoft Office, Social Media Marketing, Customer Service, Social Networking

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

University of Colorado at Boulder - Leeds School of Business   2008 — 2012
B.S. degree, Business Administration

Chase Komatz Chase Komatz Chicago, Illinois Details
Chase Komatz's Victory Capital Management Experience May 2013 - August 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
The Resumator  July 2014 - October 2014
Victory Capital Management   May 2013 - August 2013
Bow Mar Owners Inc.   May 2011 - August 2012
The Melting Pot Restaurants  2009 - 2010

Skills
Financial Analysis, Finance, Thompson One, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Mutual Funds, Sales, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Marketing, English, Salesforce.com

Education
University of Colorado at Boulder   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

Peter Schmole Peter Schmole Los Angeles, California Details
Peter Schmole's Victory Capital Management Experience January 2013 - October 2014
Job Director Business Development, Western US at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments  November 2014 - Present
Victory Capital Management   January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc.   June 2007 - June 2012
Harris Investment Management  June 2007 - June 2012
Merrill Lynch Investment Managers  May 2003 - March 2007

Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations

Education
Pace University

Ralph Gutierrez Ralph Gutierrez Greater New York City Area Details
Ralph Gutierrez's Victory Capital Management Experience January 2000 - December 2002
Job SVP Executive Managing Director at Ann/Gerard Group
Industry Financial Services
Experience
Ann/Gerard Group   August 2014 - Present
Charles Schwab  2010 - August 2014
Ann Gerard Group   January 2009 - December 2010
Bank of America  January 2007 - December 2008
Fisher Investments/Health Plan One   January 2006 - December 2006
Metropolitan Life Insurance Company  January 2003 - December 2005
Victory Capital Management   January 2000 - December 2002
Merrill Lynch  April 1987 - January 2000
Securities Counsel, Inc.   1986 - 1987

Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management

Education
Quinlan School of Business, Loyola University Chicago   1989 — 1991
MBA, Finance, Accounting

Western Michigan University - Haworth College of Business   1983 — 1987
BBA, Finance, Accounting

Kyle Kummer Kyle Kummer Greater Denver Area Details
Kyle Kummer's Victory Capital Management Experience May 2012 - November 2012
Job Business Consultant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  December 2014 - Present
BBVA Compass  January 2013 - November 2014
Victory Capital Management   May 2012 - November 2012
MRY  October 2010 - December 2011
GXS  May 2011 - August 2011
Pinnacle Business Capital   October 2009 - March 2011
Waterway Gas and Wash  June 2006 - December 2009

Skills
Microsoft Office 2007, Social Media, Inside Sales, Sales, Blogging, Social Media Marketing, Marketing, Marketing Communications, Market Research, Public Relations, Event Management, Marketing Strategy, Advertising, Public Speaking, Salesforce.com, Account Management, Integrated Marketing, Email Marketing, Leadership, Press Releases, Google Analytics, Event Planning, PowerPoint, Online Advertising, New Business Development, Microsoft Excel, Lead Generation, Product Marketing, Marketing Research, Entrepreneurship, Customer Service, Finance, Brand Management, Competitive Analysis, Cold Calling, Outlook, Training, Team Building, Team Leadership, Sales Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Investments, Investment Banking, Business Development, Small Business, Social Networking, Analysis, Microsoft Office

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
Business Administration, Finance, Marketing, Economics, Entrepreneurship

Regis University   2006 — 2008
General Studies

Regis Jesuit High School   2004 — 2008

Blake Kennedy, CISSP Blake Kennedy, CISSP Dallas/Fort Worth Area Details
Blake Kennedy, CISSP's Victory Capital Management Experience June 2013 - June 2014
Job Senior Security Engineer at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  November 2011 - Present
American Blue Ribbon Holdings  June 2014 - June 2015
Victory Capital Management   June 2013 - June 2014
PepsiCo - Frito Lay  October 2012 - August 2013
Disney ABC Television Group  2012 - 2012
Zale  2011 - 2012
Elcoteq  January 2003 - November 2011
Ionex Telecommunications  January 2001 - January 2003
Scient  January 1999 - January 2001
Daou Systems, Inc.   January 1997 - January 1999

Skills
Network Engineering, Information Security..., Systems Engineering, Project Management, Management Consulting, Budget Management, Scope Management, Technical Presales, Data Center Architecture, Network Security, Data Center, Pre-sales, Information Security, Cisco Technologies, Budgets, Disaster Recovery, Vendor Management, Information Technology, Networking, WAN, VoIP, Management, Security, Infrastructure, Network Design

Education
Certified Information Systems Security Professional   2001 — 2016
CISSP, Information Security, 100

Cisco University   1994 — 2011
CCNP, Network Engineer

The University of Texas at Dallas   1989 — 2003
Bachelor of Science, Computer Science

University of Texas
Bachelor, Computer Science

University of Texas
Bachelor, Computer Science

Charles C. Anderson Charles C. Anderson Dallas/Fort Worth Area Details
Charles C. Anderson's Victory Capital Management Experience November 2006 - September 2007
Job Regional Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital  January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011)   November 2010 - December 2014
GE Asset Management  January 2008 - May 2010
Victory Capital Management   November 2006 - September 2007
Placemark Investments  March 2004 - November 2006
Harris Bretall Sullivan & Smith  June 2000 - January 2004
Morgan Stanley  July 1998 - June 2000

Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning

Education
Texas Christian University
BBA, Marketing

FINRA Securities License
Series 7, 63, 65

Center for Fiduciary Studies   2006 — 2006
AIF®, Accredited Investment Fiduciary

Fairfield College Preparatory School
High School Diploma

Richard Wachterman Richard Wachterman Baltimore, Maryland Area Details
Richard Wachterman's Victory Capital Management Experience November 1981 — January 2003
Job Retired after 40 year Asset Management legal career
Industry Financial Services
Experience
Legg Mason  February 2004 — July 2014
Victory Capital Management   November 1981 — January 2003
US Securities and Exchange Commission  January 1975 — November 1980

Skills
Securities Regulation, Investment Companies, Investment Company Act, Securities, Asset Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Investments, Due Diligence, Corporate Governance, Capital Markets

Education
The George Washington University Law School   1969 — 1973
JD, Law

Joshua Ferraccio Joshua Ferraccio Greater New York City Area Details
Joshua Ferraccio's Victory Capital Management Experience May 2012 - August 2012
Job Training and Support Specialist at SuperDerivatives
Industry Financial Services
Experience
SuperDerivatives  February 2013 - Present
Victory Capital Management   May 2012 - August 2012
Investment Portfolio Solutions   January 2012 - May 2012
Sonic Drive-In Restaurants and Save-A-Lot Food Stores   August 2006 - May 2010

Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Salesforce.com, Analysis

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
B.S. degree, Business Administration; Finance, 3.3

University of Virginia   2011 — 2011
Bachelor of Science (B.S.), Finance, General

Joseph Scheurer Joseph Scheurer Bernardsville, New Jersey Details
Joseph Scheurer's Victory Capital Management Experience October 2014 - Present
Job Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital Management   October 2014 - Present
Prudential Financial  September 2008 - September 2014
MFS Investment Management  2006 - 2008
Nationwide Insurance  2002 - 2006
CitiStreet  2000 - 2002
CitiStreet  1996 - 2000
Paine Webber  1993 - 1996
Paine Webber  1989 - 1993

Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning

Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General

St. Peter's Prep

Gregory River Gregory River Cleveland/Akron, Ohio Area Details
Gregory River's Victory Capital Management Experience February 2006 - May 2011
Job Principal at PALADIN CONSULTING COMPANY
Industry Investment Management
Experience
PALADIN CONSULTING COMPANY, LLC   May 2012 - Present
SOTC   January 2011 - Present
Victory Capital Management   February 2006 - May 2011
Callan Associates  December 2003 - February 2006
PayPal  1998 - 2006
OffRoad Capital  2000 - 2002
Paladin Consulting Group   1992 - 2000
SEI Investments  1985 - 1991
IBM  1980 - 1984

Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation

Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities

University of Southern California
Cinematography and Film/Video Production

Gong Cheng Gong Cheng Cleveland/Akron, Ohio Area Details
Gong Cheng's Victory Capital Management Experience March 2011 - Present
Job Financial Analyst at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   March 2011 - Present

Education
Weatherhead School of Management at Case Western Reserve University   2009 — 2011

Renmin University of China   2005 — 2009
BA, Finance

Cathi Newsham Cathi Newsham Topeka, Kansas Details
Cathi Newsham's Victory Capital Management Experience 1990 - 2003
Job Senior Retirement Benefits Administrator
Industry Higher Education
Experience
Kansas State University  December 2014 - Present
J.P. Morgan Retirement Plan Services LLC   July 2010 - March 2012
Let's Help, Inc.   August 2009 - August 2010
Security Benefit  January 2003 - January 2009
SECURITY BENEFIT GROUP  January 2003 - January 2009
VICTORY CAPITAL MANAGEMENT INC   January 1994 - January 2003
Victory Capital Management   1990 - 2003
Key Trust Company of Alaska   January 1993 - January 1994
WM BENEFITS GROUP   January 1985 - January 1993
PLAN SERVICE ASSOCIATES   January 1982 - January 1985

Skills
401k, Employee Benefits, Mutual Funds, Asset Management, Retirement Planning, Pensions, Defined Benefit, Relationship Management, Project Management, Fixed Annuities, Budgets, Marketing, Nonprofits, Process Improvement, Vendor Management, Life Insurance, Insurance, Banking, Financial Analysis, Retirement, Call Centers, Accounting, Investments, Quality Control, Management, Financial Services, CRM, Asset Managment, Investment Management, Training, Sales

Education
University of Nebraska

Lincoln Southeast High School   1969 — 1972
12

University of Nebraska-Lincoln
Business

Ryan Ponikvar Ryan Ponikvar Cleveland/Akron, Ohio Area Details
Ryan Ponikvar's Victory Capital Management Experience June 2011 - September 2011
Job Lead Trader Fundamentum at Stratos Wealth Partners
Industry Banking
Experience
Stratos Wealth Partners  November 2014 - Present
KeyBanc Capital Markets  October 2013 - October 2014
KeyBank  March 2013 - October 2013
KeyBank  March 2012 - March 2013
University of Cincinnati  January 2010 - March 2012
Victory Capital Management   June 2011 - September 2011
General Cable  April 2010 - June 2011
General Cable  September 2009 - December 2009

Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income

Education
University of Cincinnati College of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Mentor High School

Caroline Churchill Caroline Churchill Greater Denver Area Details
Caroline Churchill's Victory Capital Management Experience April 2014 - Present
Job Chief Marketing Officer at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   April 2014 - Present
Janus Capital Group  November 2001 - January 2014
Gartmore Global Investments  1999 - 2001
The Vanguard Group  1989 - 1999

Education
University of Colorado   2010 — 2012
Master of Business Administration (MBA)

Penn State University   1979 — 1983
BA

Drew Rust Drew Rust Greater Denver Area Details
Drew Rust's Victory Capital Management Experience June 2003 - April 2007
Job Partner at Tengu Capital, LLC
Industry Real Estate
Experience
Tengu Capital, LLC   April 2013 - Present
Covenant Capital Management   September 2009 - March 2013
RiverSource Distributors  April 2007 - September 2009
Riversource  April 2007 - May 2009
RIVERSOURCE DISTRIBUTORS, INC   April 2007 - May 2009
RiverSource Investments  2007 - 2009
Ameriprise Financial  2007 - 2009
Victory Capital Management   June 2003 - April 2007
2003 toVICTORY CAPITAL MANAGEMEN, INC   June 2003 - April 2007
PARTNERS, LLC   January 1999 - June 2003

Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Public Speaking, Investments, Relationship Management

Education
The University of Kansas   1991 — 1995
BA, Business Communications

University of Kansas, BGS Organizational Communications   1991 — 1995

East High School   1989 — 1991

Colorado Academy   1979 — 1989

Series 3, 6, 7, 30, 63

Geoff Palya Geoff Palya Cleveland/Akron, Ohio Area Details
Geoff Palya's Victory Capital Management Experience April 2012 - April 2015
Job Portfolio Administrator at Fairport Asset Management
Industry Investment Management
Experience
Fairport Asset Management  April 2015 - Present
Victory Capital Management   April 2012 - April 2015
Victory Capital Management   January 2012 - April 2012

Skills
Finance, Securities, Investments, Customer Service, Portfolio Management, Equities, Bloomberg Terminal, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Time Management, Lotus Notes, Middle Office

Education
Ohio University   2008 — 2011
Bachelor of Business Administration (BBA), Finance and Business Economics

Cleveland State University
Master of Business Administration (MBA), Finance Focus

Garrett Clay Garrett Clay Littleton, Colorado Details
Garrett Clay's Victory Capital Management Experience June 2014 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2015 - Present
Victory Capital Management   June 2014 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Leadership, Customer Service, Investments, Social Networking, Teamwork, Event Planning, Financial Analysis, Sales, Social Media Marketing

Education
University of Colorado Boulder   2012 — 2016
Bachelor of Science (BS), Business Administration, Finance Emphasis, 3.3 GPA

Marissa Weaver Marissa Weaver Greater Denver Area Details
Marissa Weaver's Victory Capital Management Experience March 2013 - June 2015
Job Creative Services Manager at Victory Capital
Industry Investment Management
Experience
Victory Capital  June 2015 - Present
Victory Capital Management   March 2013 - June 2015
Curian Capital  February 2011 - February 2013
Mount Yale Capital Group  May 2008 - February 2011

Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management

Education
University of Denver   2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing

Jennifer Howard Jennifer Howard Tampa/St. Petersburg, Florida Area Details
Jennifer Howard's Victory Capital Management Experience October 2005 - Present
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   October 2005 - Present
Janus Capital Group  January 1999 - October 2005
CBOE  1995 - 1999

Skills
Series 7, Mutual Funds, Series 63, Investments, Wealth Management, 401k, Alternative Investments, Asset Allocation, ETFs, Equities, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Investment Strategies, Retirement, Retirement Planning, Securities, Separately Managed...

Education
University of Central Florida
Bachelors, Finance

Countryside High School

Christina Junk Christina Junk Cleveland/Akron, Ohio Area Details
Christina Junk's Victory Capital Management Experience September 2014 - March 2015
Job Digital Specialist at Victory Capital
Industry Investment Management
Experience
Victory Capital  March 2015 - Present
Victory Capital Management   September 2014 - March 2015
Victory Capital Management   August 2013 - September 2014
Victory Capital Management   March 2012 - August 2013
My Gym Children's Fitness Center  July 2010 - March 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Salesforce.com..., Time Management, Outlook, Microsoft Office, Event Planning, Salesforce.com, Access, Research, Public Speaking, Coaching, Leadership

Education
Slippery Rock University of Pennsylvania   2006 — 2010
Bachelor of Science (BS), Exercise Physiology

Theodore Roosevelt High School   2002 — 2006

Stuart Lubic Stuart Lubic Greater New York City Area Details
Stuart Lubic's Victory Capital Management Experience June 2012 - January 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
Ohio University Fixed Income Management Group   December 2010 - December 2013
Goldman Sachs  June 2013 - August 2013
Victory Capital Management   June 2012 - January 2013
Canton Recreation Center   June 2008 - August 2011

Skills
Fixed Income Analysis, Bloomberg Terminal, Analytical Skills, Asset-backed..., Agency MBS, CMBS, Government Bonds, CMOS, CDO, Fixed Income, Financial Analysis, Asset Management, Securities, Bloomberg, Trading, Analysis

Education
Ohio University   2010 — 2014
Bachelor of Business Administration, Finance and Business Economics

St Thomas Aquinas   2006 — 2010

Jeff Saeger, CFA Jeff Saeger, CFA Wayne, New Jersey Details
Jeff Saeger, CFA's Victory Capital Management Experience September 2009 - June 2014
Job Director Portfolio Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  July 2014 - Present
Victory Capital Management   September 2009 - June 2014
Deutsche Asset Management  December 2008 - September 2009
Deutsche Asset Management  September 2004 - December 2008
Deutsche Asset Management  November 1998 - September 2004
Bankers Trust  November 1996 - November 1998

Skills
Portfolio Management

Education
SUNY Fredonia   1991 — 1995
Bachelor of Science, Finance/Economics

Manda Neuman Manda Neuman Boulder, Colorado Details
Manda Neuman's Victory Capital Management Experience May 2012 - August 2012
Job Paralegal Assistant at Wheeler Trigg O'Donnell LLP
Industry Financial Services
Experience
Wheeler Trigg O'Donnell LLP  June 2015 - Present
Ogletree Deakins  September 2014 - Present
Morgan Stanley Wealth Management  May 2013 - Present
RMB Capital  May 2013 - August 2013
Victory Capital Management   May 2012 - August 2012
Colorado Catering Company   May 2011 - August 2011
American Income Life  May 2010 - August 2010

Skills
Managerial Finance, Operations Management, Financial Analysis, Financial Modeling, Strategic Financial..., Sales Operations, Sales Management, Account Management, Risk Management, Financial Reporting, Corporate Finance, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Teamwork, Finance, Time Management, Insurance, Sales, Asset Allocation, Analysis, Financial Planning

Education
University of Colorado at Boulder   2011 — 2014
Bachelor of Science in Business Administration (BS), Finance, OPIM Certificate, 3.0

University of Arizona   2009 — 2011
Bachelor of Science in Business Administration (BS), Accounting and Finance, 3.6

Jason Geers Jason Geers Cleveland, Ohio Details
Jason Geers's Victory Capital Management Experience 2009 - June 2011
Job VP Compliance
Industry Investment Management
Experience
The Ancora Group   November 2014 - Present
Victory Capital Management Inc.   June 2011 - November 2014
Victory Capital Management   2009 - June 2011
KeyBank  2003 - 2009
Key Bank  2001 - 2003
PNC Investments  1998 - 2001
Central Intelligence Agency  January 1997 - December 1998
IIHA Dublin Flyers   1997 - 1997
NAHL Cleveland Barons   1992 - 1994
Cincinnati Reds  1989 - 1992

Skills
Risk Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Securities, Wealth Management, Due Diligence, Investment Advisory, Analysis, Equities, Fixed Income

Education
Ohio University   1994 — 1997
B.B.A. business economics, International Business Economics

Krista Rutz Krista Rutz Greater Denver Area Details
Krista Rutz's Victory Capital Management Experience May 2011 - August 2011
Job Accounting Specialist at First Western Trust
Industry Financial Services
Experience
First Western Trust  July 2012 - Present
Formations, LLC  January 2012 - May 2012
Victory Capital Management   May 2011 - August 2011
Red Rocks Country Club  May 2008 - August 2010
Harvest Fresh Grocery   May 2007 - August 2007

Skills
Marketing, PowerPoint, Finance, Financial Analysis

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
Bachelors of Science Business Administration, Finance/ Certificate in Operations Management

Adam Revesz Adam Revesz Akron, Ohio Details
Adam Revesz's Victory Capital Management Experience August 2015 - Present
Job Junior Analyst at Victory Capital Management
Industry Accounting
Experience
Victory Capital Management   August 2015 - Present
On Tap Grille & Bar   August 2014 - July 2015
Swensons Drive In Restaurant  September 2011 - August 2014

Skills
Communication Skills, Business Strategy, Motivation, Time Management, Financial Accounting, US GAAP, Team Leadership, Internal Audit, Microsoft Office, Business Intelligence, Professional Ethics, Creative Problem Solving

Education
The University of Akron   2009 — 2014
Bachelor's Degree, Accounting, Graduated

The University of Akron   2009 — 2014
Bachelor's of Science in Accounting, Accounting

Nick Stenicka Nick Stenicka Fraser, Colorado Details
Nick Stenicka's Victory Capital Management Experience June 2013 - August 2013
Job Student
Industry Sports
Experience
St. Lawrence University  August 2012 - Present
Victory Capital Management   June 2013 - August 2013
The Sagebrush Bar and Grill   June 2012 - August 2012
Pole Creek Golf Course   May 2010 - September 2011

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Salesforce.com, Typing, Facebook

Education
St. Lawrence University   2012 — 2016
Bachelor of Science (BS), Business & Economics

Red Rocks Community College   2010 — 2011

Dave Horvath Dave Horvath Cleveland, Ohio Details
Dave Horvath's Victory Capital Management Experience August 2008 - September 2009
Job Vice President at Aircraft Welding Inc
Industry Aviation & Aerospace
Experience
Aircraft Welding Inc.   March 2014 - Present
Mitsubishi UFJ Financial Group, Inc.   June 2011 - March 2014
Boyd Watterson Asset Management  October 2009 - June 2011
Victory Capital Management   August 2008 - September 2009

Skills
Fixed Income, Investments, Credit, Portfolio Management, Credit Analysis, Financial Services, High Yield, Financial Analysis, Asset Management, Financial Modeling, Asset Allocation, Hedge Funds, Valuation, Capital Markets

Education
Ohio Wesleyan University   2003 — 2007
B.A., Economics

Saint Ignatius High School   1999 — 2003
High School

Garrett Sprague Garrett Sprague Greater Denver Area Details
Garrett Sprague's Victory Capital Management Experience December 2012 - Present
Job Internal Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   December 2012 - Present
Curian Capital  February 2012 - December 2012
ProBuild  October 2009 - February 2012
Wall Street On Demand  August 2008 - September 2009
International Research Center for Energy & Economic Development (ICEED)   January 2008 - May 2008

Skills
Excellent analytical,..., Strong familiarity wih..., Strong interpersonal,..., Time Management, Sales, SQL, Team Leadership, Requirements Gathering, Process Improvement, Business Analysis, Analysis

Education
University of Colorado at Boulder   2004 — 2008
B.S. Economics, Minor Business/ Applied Mathematics

Janette Ash Janette Ash United States Details
Janette Ash's Victory Capital Management Experience March 2011 - Present
Job Compliance Administrator at Munder Capital Management
Industry
Experience
Victory Capital Management   March 2011 - Present
Morgan Stanley Smith Barney  January 1994 - March 2010
Prudential Securities  November 1989 - December 1993

Skills
Bloomberg, Management, Charles River IMS, Compliance 11, Research, SEC Filings, SEC Regulations, APX, Teamwork, Monitor client trading, Employee Trading, Document Review, Organizational..., Multi-task & Handle..., My Compliance Office

Education
Schoolcraft College

Mark Van Meter Mark Van Meter Cleveland, Ohio Details
Mark Van Meter's Victory Capital Management Experience September 2005 - Present
Job Head of Equity Trading at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management   September 2005 - Present
Chartwell Investment Partners  March 2000 - August 2005
Van der Moolen  July 1998 - February 2000

Skills
Equities, Equity Trading, Options, Trading

Education
University of Pennsylvania - The Wharton School   1994 — 1998
Bachelor of Science (BS), Finance, General

Kevin Schmeits Kevin Schmeits Greater Denver Area Details
Kevin Schmeits's Victory Capital Management Experience July 2003 - Present
Job Head of Sales and Distribution at Victory Capital Management, Retail, Retirement and National Accounts
Industry Investment Management
Experience
Victory Capital Management   July 2003 - Present

Education
University of Colorado Boulder   1981 — 1986
BS, Double Major Information Systems and Finance

Semester at Sea   1983 — 1984

John Farrall, CFA John Farrall, CFA Cleveland/Akron, Ohio Area Details
John Farrall, CFA's Victory Capital Management Experience October 1993 - December 1999
Job Derivatives Strategies Leader: Experienced Investment Management Professional
Industry Investment Management
Experience
PNC Wealth Management  June 2002 - Present
The Private Client Group - National City Bank   March 2002 - June 2009
Rubicon & Monadnock, LLC   1999 - 2002
Victory Capital Management   October 1993 - December 1999

Skills
Equities, Derivatives, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Investments, Options, Trading, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Investment Management, Risk Management, Asset Management, Institutional..., Structured Products, Financial Services, Commodity, Financial Markets, Banking, Hedging, Asset Allocation, Alternative Investments, Finance, Investment Advisory, Fixed Income, Options Strategies, Securities, Capital Markets, Series 7, Bonds, Valuation, Investment Banking, Private Equity, Series 63

Education
The Ohio State University - The Max M. Fisher College of Business   1991 — 1993
MBA, Finance - Investments

University of Michigan   1985 — 1988
BA, Psychology / Statistics

Culver Academies   1983 — 1985
HS

Richard Bernstein Richard Bernstein Greater New York City Area Details
Richard Bernstein's Victory Capital Management Experience July 1999 - January 2007
Job Managing Director, Institutional and Platform Sales at MainStay Investments
Industry Investment Management
Experience
MainStay Investments  January 2007 - Present
Victory Capital Management   July 1999 - January 2007
Merrill Lynch  March 1989 - June 1999

Skills
Separately Managed..., Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Investment Strategies, Investment Management, Series 63

Education
University of Rhode Island - College of Business Administration   1983 — 1987
Bachelor of Science, Finance and Insurance

Heidi Adelman Heidi Adelman Cleveland/Akron, Ohio Area Details
Heidi Adelman's Victory Capital Management Experience April 1995 - Present
Job Chief Investment Officer of Mortgages at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   April 1995 - Present

Education
The Ohio State University Fisher College of Business   1988 — 1993

Chris Carter, CFA Chris Carter, CFA Mission, Kansas Details
Chris Carter, CFA's Victory Capital Management Experience May 2008 - August 2008
Job Portfolio Manager at Kornitzer Capital Management, Inc.
Industry Investment Management
Experience
Kornitzer Capital Management, Inc.   June 2013 - Present
Kornitzer Capital Management, Inc.   June 2011 - May 2013
Nakoma Capital Management   May 2009 - April 2011
Victory Capital Management   May 2008 - August 2008
Bates & Associates  December 2002 - August 2007
Nortel Networks  April 2001 - July 2002

Skills
Factset, Financial Modeling, Financial Analysis, Valuation, Equity Research, Industry Analysis, Excel, Mutual Funds, Finance, Investments, Asset Management, Bloomberg, Equities, Portfolio Management, Securities, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Equity Valuation, Capital Markets, Investment Management

Education
University of Wisconsin-Madison   2007 — 2009
MBA, Applied Securities Analysis Program

Santa Clara University - Leavey School of Business   1997 — 2001
BSC, Finance

Aneep Maniar, CFA Aneep Maniar, CFA San Francisco Bay Area Details
Aneep Maniar, CFA's Victory Capital Management Experience 2004 - 2007
Job Investment Management Professional
Industry Investment Management
Experience
Charles Schwab  2007 - Present
Victory Capital Management   2004 - 2007
Roxbury Capital Management, LLC  2000 - 2004

Skills
Fixed Income

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance

The Ohio State University
Bachelor's degree, Finance

Dan Mountcastle Dan Mountcastle Brook Park, Ohio Details
Dan Mountcastle's Victory Capital Management Experience February 2008 - September 2010
Job Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo  January 2013 - March 2014
JP Morgan Chase  September 2010 - November 2012
Victory Capital Management   February 2008 - September 2010
First Franklin/Merrill Lynch  April 2007 - November 2007
NovaStar Mortgage  August 2002 - March 2007
Express Mortgage Services Inc.   September 1997 - June 2002
Yours Truly Restaurant  June 1996 - September 1997
Bob Evans Restaurants  June 1994 - September 1997

Skills
Management, Banking, Loans, Leadership, Customer Service, Underwriting, Mortgage Lending, Loan Origination, Coaching, Training, Residential Mortgages, Sales, FHA, Sales Management, Project Management, Credit, Time Management, Mortgage Banking, Credit Analysis, Loss Mitigation

Education
The Ohio State University   1989 — 1994

Scott Kefer, CFA Scott Kefer, CFA Greater New York City Area Details
Scott Kefer, CFA's Victory Capital Management Experience June 2003 - Present
Job Sr. Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management   June 2003 - Present
Victory Capital Management   March 1999 - Present
NewBridge Partners, LLC   March 1999 - June 2003
U.S. Trust Company of NY   September 1995 - March 1999
U.S. Trust Company of NY   September 1993 - August 1995

Skills
Portfolio Management, Investment Management, Asset Managment, Equities, Investments, Securities, Research, Analysis, Emerging Growth..., Business Development, Risk Management, Due Diligence, Asset Allocation, Financial Modeling, Hedge Funds, Private Equity, Trading, Bloomberg, Alternative Investments, Mutual Funds, Investment Strategies, Equity Research

Education
Skidmore College   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General

Anjum Hussain, CFA, CAIA Anjum Hussain, CFA, CAIA Cleveland/Akron, Ohio Area Details
Anjum Hussain, CFA, CAIA's Victory Capital Management Experience January 2000 - December 2002
Job Director of Asset Allocation, Strategy, Risk Management & Derivatives Trading for the CWRU Endowment.
Industry Financial Services
Experience
Case Western Reserve University  April 2006 - Present
Oberlin College  April 2005 - April 2006
Smith Barney  July 2003 - April 2005
Victory Capital Management   January 2000 - December 2002
Victory Capital Management   March 1997 - December 1999
Key Bank  May 1985 - March 1997

Skills
Asset Allocation, Credit, Strategy, Dividends, Equities, Derivatives, Hedge Funds, Matlab, Dynamic Asset Allocation, Portfolio Management, Portfolio Optimization, Mutual Funds, Investment Management, Bloomberg, Investments, Valuation, Risk Management, Financial Modeling, Equity Research, Due Diligence, Quantitative Analytics, Trading, Financial Services, Asset Management, Alternative Investments, Fixed Income, Capital Markets, Finance, Management

Education
Chartered Alternative Investment Analyst (CAIA)   2008 — 2008
CAIA - License #: 3004 Date: 4-20-2009, Alternative Investments Research

Chartered Financial Analyst (CFA)   1998 — 2001
CFA - License #: 47841 Date: 9-14-2001, Investment Research & Portfolio Management

Case Western Reserve University - Weatherhead School of Management   1986 — 1989
MBA,Finance, Investment Finance

The University of Akron   1982 — 1984
MA, Economics, Econometrics

University of Bombay   1977 — 1980
BA, Economics/Statistics

Alicia Kelly Benedetto Alicia Kelly Benedetto Greater New York City Area Details
Alicia Kelly Benedetto's Victory Capital Management Experience August 2001 - October 2003
Job VP, Account Supervisor at Cline Davis & Mann
Industry Marketing and Advertising
Experience
Cline Davis & Mann  October 2003 - Present
Victory Capital Management   August 2001 - October 2003

Education
University of Connecticut   1997 — 2001

The Ethel Walker School   1993 — 1997

Marge MacLennan Marge MacLennan New York, New York Details
Marge MacLennan's Victory Capital Management Experience 1998 - 2005
Job CFO at Spears Abacus Advisors LLC
Industry Investment Management
Experience
Spears Abacus Advisors   January 2007 - Present
Benzak Investments   2005 - 2006
Victory Capital Management   1998 - 2005
Victory SBSF Capital Management   1991 - 1998

Skills
Financial Analysis, Investments, Financial Reporting, Financial Planning, Strategic Financial..., Asset Managment, Asset Management, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Capital Markets, Investment Strategies, Investment Management, Due Diligence, Fixed Income, Valuation, Equity Research, Securities, Series 7, Wealth Management, Hedge Funds, Alternative Investments, Financial Modeling, Series 63, Bloomberg, Finance

Education
The University of Connecticut
MBA, Finance

The University of Connecticut School of Business
Bachelor of Science, Marketing

Don Inks Don Inks Cleveland/Akron, Ohio Area Details
Don Inks's Victory Capital Management Experience June 2001 - Present
Job Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   June 2001 - Present
BISYS Fund Services  1992 - 2001

Skills
Asset Management, Mutual Funds, Middle Office, FINRA

Education
The Ohio State University Fisher College of Business   1989 — 1991
BSBA, Finance

Jim Fagan Jim Fagan Troy, Michigan Details
Jim Fagan's Victory Capital Management Experience October 2014 - Present
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management   October 2014 - Present
Fisher Investments  May 2013 - September 2014
Wells Fargo Securities  October 2007 - May 2013
Wells Fargo Advisors  June 2006 - October 2007
Morgan Stanley  May 2002 - May 2006
Morgan Stanley  February 2001 - May 2002
Morgan Stanley  March 1999 - January 2001
Morgan Stanley  September 1996 - March 1999

Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income

Education
Ohio University   1992 — 1996
Bachelors of Business Administration, Finance and Marketing

Ron Ulle, CFA Ron Ulle, CFA Cleveland/Akron, Ohio Area Details
Ron Ulle, CFA's Victory Capital Management Experience January 1997 - January 1998
Job Senior Director, Portfolio Management at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management  December 2010 - Present
Key Private Bank  1998 - November 2010
Victory Capital Management   January 1997 - January 1998
KeyCorp  December 1993 - January 1997

Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams

Education
Weatherhead School of Management at Case Western Reserve University   1994 — 1997
MBA, Banking & Finance

The University of Akron   1988 — 1992
Bachelor, Finance

Cheryl King Cheryl King San Francisco Bay Area Details
Cheryl King's Victory Capital Management Experience 2003 - 2007
Job Head of US Institutional Marketing at Symphony Asset Management
Industry Investment Management
Experience
Symphony Asset Management  July 2011 - Present
Symphony Financial Partners   2008 - February 2011
Edgewood Center  2004 - 2011
JLSF   1993 - 2011
AIMSE   2005 - 2010
Victory Capital Management   2003 - 2007
Dresdner RCM Global Investors  1998 - 2002

Education
University of California, Santa Barbara

Joseph Nagengast, CEBS Joseph Nagengast, CEBS Greater Los Angeles Area Details
Joseph Nagengast, CEBS's Victory Capital Management Experience 1997 - 2002
Job Principal at Target Date Analytics LLC
Industry Investment Management
Experience
Target Date Analytics LLC   August 2007 - Present
MJM401k   2008 - Present
Turnstone Advisory Group LLC   January 2004 - December 2008
Allied Consulting Group   2003 - 2006
Victory Capital Management   1997 - 2002
Wells Fargo  1996 - 1997
First Interstate Bank  1995 - 1996
Howard Johnson & Company  1989 - 1994
Wickes Companies, Inc.   1985 - 1989

Skills
Retirement, Mutual Funds, Fiduciary Management, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Pensions, Alternative Investments, Asset Managment, Wealth Management, Retirement Planning, 401k, Asset Management, Financial Advisory, Investments, ERISA, Series 63, Wealth Management..., Financial Services, Securities

Education
University of California, Santa Cruz   1976 — 1978
BA, Linguistics

Chuck Kiraly Chuck Kiraly Cleveland/Akron, Ohio Area Details
Chuck Kiraly's Victory Capital Management Experience August 2005 - July 2006
Job President of Oak Associates Funds
Industry Investment Management
Experience
Oak Associates Funds   July 2014 - Present
PNC Capital Advisors, LLC  August 2006 - June 2014
Victory Capital Management   August 2005 - July 2006
Fairport Asset Management  April 1996 - August 2005
BISYS Fund Services  May 1993 - April 1996

Skills
Transfer Agency, Fund Administration, Mutual Funds, Asset Management, Financial Services, Fixed Income, Relationship Management, Equities, Alternative Investments, Securities

Education
Ohio University   1988 — 1992
BBA, International Business & Finance

Global Competitiveness Institute Summer Program on the campus of the University of Pecs, Hungary   1992 — 1992
International Business Study and Internship Program

Chris Dziak Chris Dziak Cleveland/Akron, Ohio Area Details
Chris Dziak's Victory Capital Management Experience January 1995 - October 2005
Job Senior Client Service Manager at Schwab Retirement Services
Industry Financial Services
Experience
Allegiant Asset Management  October 2005 - March 2009
Victory Capital Management   January 1995 - October 2005

Skills
Microsoft Excel, Investments, Retirement, Pensions, Business Development, Leadership, New Business Development, Budgets, Account Management, Customer Service, 401k, Sales Management, Process Improvement, Sales, Series 63, Auditing, Portfolio Management, Employee Benefits, Insurance, Retirement Planning, Banking

Education
Ohio University   1981 — 1986
Organizational Communications

Joe Klinec Joe Klinec Cleveland/Akron, Ohio Area Details
Joe Klinec's Victory Capital Management Experience June 2002 - October 2004
Job Marketing Specialist, Editor, Writer, Designer
Industry Marketing and Advertising
Experience
PNC Capital Advisors  September 2005 - Present
Victory Capital Management   June 2002 - October 2004
Intellinex  July 2000 - February 2002
Elyria Chronicle-Telegram  1972 - 2000

Skills
Marketing, Strategic Communications, Editing, Time Management, Team Building, Layout, Marketing Strategy, Marketing Communications, Relationship Management

Education
University of Dayton   1968 — 1972
B.A., Communication Arts

Kris Nedwick Kris Nedwick Anchorage, Alaska Area Details
Kris Nedwick's Victory Capital Management Experience March 2007 - June 2013
Job Vice President, KeyBank
Industry Investment Management
Experience
KeyBank N.A.   March 2007 - Present
KeyTrust Company N.A.   March 2007 - November 2014
Victory Capital Management   March 2007 - June 2013

Skills
Securities, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Management, FINRA, Asset Management, Equities, Banking

Education
University of Gothenburg   2001 — 2003
M.B.A., Business Administration

University of Gothenburg   1999 — 2001
B.B.A., Business Administration

University of Gothenburg   1996 — 1999
B.A., Economic History

John Keller CMFC John Keller CMFC Boulder, Colorado Details
John Keller CMFC's Victory Capital Management Experience February 2008 - November 2013
Job Credit Analyst at MountainView Bank of Commerce
Industry Banking
Experience
Mountain View Bank of Commerce  February 2015 - Present
Dividend Capital  December 2013 - January 2015
Victory Capital Management   February 2008 - November 2013
Amerisource Funding  June 2006 - February 2008
Jackson National Life  December 2002 - March 2006
Merrill Lynch  1998 - 2000

Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing

Education
University of Colorado Denver   1993 — 1998
BA, Psy

Jeff Dietry Jeff Dietry Cleveland/Akron, Ohio Area Details
Jeff Dietry's Victory Capital Management Experience October 2013 - Present
Job IT Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management   October 2013 - Present
Wooster Community Hospital  May 2012 - October 2013
The Club at Hokulia / 1250 Oceanside Partners / Oasis Mangement Resources   December 2007 - May 2012
Hawaiian Airlines  July 2005 - October 2007

Skills
System Administration, Customer Service, Disaster Recovery, Business Analysis, Security, Real Estate, Budgets, SQL, Vendor Management, Project Management, Process Improvement, Project Planning, Training, Management, Troubleshooting

Education
University of Mount Union   2000 — 2004
Bachelor Of Science, Computer Science

Sean Fox, CPA Sean Fox, CPA Cleveland/Akron, Ohio Area Details
Sean Fox, CPA's Victory Capital Management Experience June 2015 - Present
Job Senior Associate, Risk Consulting
Industry Accounting
Experience
Victory Capital Management   June 2015 - Present
KPMG US  July 2014 - Present
Cohen & Company  December 2013 - Present
Cohen & Company  January 2013 - December 2013
E*TRADE Financial  October 2009 - January 2013
Etrade Financial  April 2006 - October 2009

Skills
Series 7, Series 63, CPA, MBA, Accounting, Auditing, Hedge Funds, Trading, Account Reconciliation, Mutual Funds, Internal Audit, Financial Statements, Finance, Team Leadership, Financial Analysis, Tax, Fraud, Securities, Options, FINRA, Equities, Due Diligence

Education
Roosevelt University   2008 — 2010
Master of Business Administration (MBA), Accounting

University of Kansas   1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General

Gavin Whitmore Gavin Whitmore Greater New York City Area Details
Gavin Whitmore's Victory Capital Management Experience June 2003 - October 2005
Job Managing Director: Intermediary Distribution at Fifth Third Asset Management
Industry Financial Services
Experience
Fifth Third Asset Management  October 2005 - Present
Victory Capital Management   June 2003 - October 2005
Phoenix Investment Partners  March 1999 - January 2003
Zweig/Glaser Advisers   January 1995 - March 1999
Zweig/Glaser Advisers   January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds   March 1990 - December 1991
Dreyfus Corporation  March 1987 - March 1990

Education
University of Pennsylvania   1983 — 1986

Walter Henry Walter Henry Cleveland/Akron, Ohio Area Details
Walter Henry's Victory Capital Management Experience 1996 - 2005
Job Managing Director/Portfolio Manager at MAI Wealth Advisors, LLC
Industry Financial Services
Experience
MAI Wealth Advisors, LLC  2008 - Present
Winslow Asset Management   2006 - 2007
Victory Capital Management   1996 - 2005

Education
University of Pittsburgh
MBA, Finance

Washington and Jefferson College
BA, Economics

Jason E. Dahl, CFA Jason E. Dahl, CFA Greater New York City Area Details
Jason E. Dahl, CFA's Victory Capital Management Experience June 2003 - Present
Job Portfolio Manager at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management   June 2003 - Present
New bridge Partners, LLC   March 1999 - June 2003
US Trust Company of New York  June 1990 - March 1999

Skills
Portfolio Management, Investments, Asset Allocation, Chartered Financial..., Investment Management, Asset Management

Education
Pace University - Lubin School of Business   1992 — 1995
MBA, Economics and Finance

State University of New York at New Paltz   1986 — 1990
BS, Finance and Economics

W. Panas HS   1984 — 1986
Regents Degree

Hendrick Hudson High School   1982 — 1984

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

Neil Pederson Neil Pederson Greater Denver Area Details
Neil Pederson's Victory Capital Management Experience June 2003 - Present
Job Regional Director West Coast at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management   June 2003 - Present

Education
Montana State University-Bozeman

University of Iowa

Richard J. Turgeon, CFA®, CAIA®, CPA, CFP®, MBA Richard J. Turgeon, CFA®, CAIA®, CPA, CFP®, MBA Cleveland/Akron, Ohio Area Details
Richard J. Turgeon, CFA®, CAIA®, CPA, CFP®, MBA's Victory Capital Management Experience April 1994 - September 2014
Job Family Wealth Advisor
Industry Investment Management
Experience
Wellspring Financial Advisors LLC   September 2014 - Present
Victory Capital Management   April 1994 - September 2014
Duff & Phelps Investment Management   April 1987 - April 1994
Ernst & Young  May 1983 - April 1987

Skills
Asset Allocation, Wealth Management, Equities, Fixed Income, Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Mutual Funds

Education
University of Notre Dame   1979 — 1983
Bachelor of Science (BS), Business Administration and Management

Case Western Reserve University - Weatherhead School of Management   1983 — 1985
MBA, Accounting & Finance

Michael Barr, CFA Michael Barr, CFA Cleveland/Akron, Ohio Area Details
Michael Barr, CFA's Victory Capital Management Experience October 1998 - September 2011
Job Portfolio Manager at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners   February 2013 - Present
Fifth Third Asset Management  September 2011 - January 2013
Victory Capital Management   October 1998 - September 2011
First Chicago / NBD   September 1997 - September 1998
Investors Management Services   June 1995 - September 1997
Zaske Sarafa & Associates   November 1992 - April 1995

Skills
Asset Allocation, Equity Research, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Investments, Separately Managed..., Wealth Management, Bloomberg Terminal, Equity Valuation, Asset Management

Education
University of Missouri-Columbia   1983 — 1987
Bachelor of Science (BS), Finance, General

Bernard Fragomeni,CIMA®, ChFC®, AIF® Bernard Fragomeni,CIMA®, ChFC®, AIF® Greater New York City Area Details
Bernard Fragomeni,CIMA®, ChFC®, AIF®'s Victory Capital Management Experience January 1997 - June 2007
Job Regional Director Investment Only at Principal Financial Group
Industry Investment Management
Experience
Principal Funds  August 2007 - Present
Victory Capital Management   January 1997 - June 2007

Education
Thomas Edison State College
Bachelor's degree, Natural Science and Mathematics

Siena College   1983 — 1986
Pre-Medicine/Pre-Medical Studies

Brian Leddy Brian Leddy Lyndhurst, New Jersey Details
Brian Leddy's Victory Capital Management Experience March 2001 - October 2005
Job Financial Services Professional
Industry Financial Services
Experience
The Winchester Group, Inc.   October 2007 - December 2013
The Winchester Group   2007 - 2013
Cravotta Woodworking & Interiors   November 2005 - October 2007
Victory Capital Management   March 2001 - October 2005
NYCC Court Services   February 1994 - March 2001
Gutman, Mintz, Baker & Sonnenfeldt   June 1993 - March 2001

Skills
Equities, Finance, Financial Analysis, Investments, Trading, Financial Modeling, Bloomberg, Capital Markets, Securities, Risk Management, Fixed Income, Strategic Planning, Management, Portfolio Management

Education
St. Joseph's College   1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

St. Joseph’s College
Bachelor of Science, Business Administration; Economics

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