Virtus Investment Partners
Industry: Investment management company
DescriptionVirtus Investment Partners, Inc. operates a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated subadvisers. Assets under management: 54.8 billion USD (March 31, 2015) Headquarters: Hartford, CT CEO: George R Aylward Jr Subsidiaries: KAYNE ANDERSON INVESTMENT MANAGEMENT LLC,
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Virtus Investment Partners Employees
Employee
Years
Job
Industry
Ed Friderici Ed Friderici's Virtus Investment Partners Experience January 1988 - December 2007
Job Managing Director at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners January 2013 - Present
The Phoenix Companies January 2008 - December 2012
Virtus Investment Partners January 1988 - December 2007
Skills
Series 7, Mutual Funds, Series 63, Financial Advisory, Asset Allocation, 401k, Wealth Management, Investments, Alternative Investments, Life Insurance, FINRA, Fixed Annuities, Retirement Planning, Retirement, Securities, Series 24, Financial Services
Education
University of Connecticut 1983 — 1987
Saybrus Partners January 2013 - Present
The Phoenix Companies January 2008 - December 2012
Virtus Investment Partners January 1988 - December 2007
Skills
Series 7, Mutual Funds, Series 63, Financial Advisory, Asset Allocation, 401k, Wealth Management, Investments, Alternative Investments, Life Insurance, FINRA, Fixed Annuities, Retirement Planning, Retirement, Securities, Series 24, Financial Services
Education
University of Connecticut 1983 — 1987
Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP®'s Virtus Investment Partners Experience March 2014 - May 2015
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares May 2015 - Present
Virtus Investment Partners March 2014 - May 2015
Deutsche Asset & Wealth Management August 2012 - March 2014
Merrill Lynch March 2008 - March 2012
Northern Trust Wealth Management June 2007 - March 2008
U.S. Trust November 2003 - June 2007
Banc of America Investments November 2001 - November 2003
A.G. Edwards August 1995 - November 2001
Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning
Education
College for Financial Planning 2002 — 2006
M.S., Financial Analysis
University of South Florida - College of Business Administration 1998 — 2000
B.S., Economics, International Finance
Invesco PowerShares May 2015 - Present
Virtus Investment Partners March 2014 - May 2015
Deutsche Asset & Wealth Management August 2012 - March 2014
Merrill Lynch March 2008 - March 2012
Northern Trust Wealth Management June 2007 - March 2008
U.S. Trust November 2003 - June 2007
Banc of America Investments November 2001 - November 2003
A.G. Edwards August 1995 - November 2001
Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning
Education
College for Financial Planning 2002 — 2006
M.S., Financial Analysis
University of South Florida - College of Business Administration 1998 — 2000
B.S., Economics, International Finance
Mark Gelinas Mark Gelinas's Virtus Investment Partners Experience January 2014 - Present
Job Vice President, Talent Management at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2014 - Present
The Hartford November 2012 - December 2013
The Hartford February 2010 - November 2012
The Hartford Insurance Group November 2008 - February 2010
The Hartford January 2008 - October 2008
PricewaterhouseCoopers 1998 - January 2008
PricewaterhouseCoopers 1998 - 2008
Kforce 1994 - 1998
Arthur Andersen 1990 - 1993
Skills
Talent Management, College Recruiting, Recruiting, Talent Acquisition, Temporary Placement, Strategy, Management, Human Resources, Leadership
Education
Bentley University 1988 — 1990
Bachelors, Accounting
Virtus Investment Partners January 2014 - Present
The Hartford November 2012 - December 2013
The Hartford February 2010 - November 2012
The Hartford Insurance Group November 2008 - February 2010
The Hartford January 2008 - October 2008
PricewaterhouseCoopers 1998 - January 2008
PricewaterhouseCoopers 1998 - 2008
Kforce 1994 - 1998
Arthur Andersen 1990 - 1993
Skills
Talent Management, College Recruiting, Recruiting, Talent Acquisition, Temporary Placement, Strategy, Management, Human Resources, Leadership
Education
Bentley University 1988 — 1990
Bachelors, Accounting
Barbara Whaley Barbara Whaley's Virtus Investment Partners Experience September 2012 - March 2013
Job Financial Services Representative
Industry Staffing and Recruiting
Experience
Virtual Financial Group June 2013 - Present
Virtual Services for Hire April 2009 - Present
Virtus Investment Partners September 2012 - March 2013
Inspire a Nation Business Mentoring 2011 - 2011
PRC/American Express November 2007 - April 2009
Primerica January 2003 - January 2007
Skills
Marketing, Data Entry, Recruiting, Small Business, Research, Strategic Financial..., Customer Service, Life Insurance, Entrepreneurship, Investments, Team Building, Strategic Planning, Sales, Sales Management, Microsoft Office, New Business Development, Term Life Insurance, Human Resources, Microsoft Excel
Education
The Securities Institute of America, Inc. 2012 — 2012
Prep Course for Series 6 State Exam, Series 6/ Investment Company & Variable Contracts
Millers River Computer Development Corporation 1998 — 1998
Computer Basics, Intro to Computers
Mount Wachusett Community College 1990 — 1991
Business Administration, Business Economics, Business Writing, Business Math
Primerica Financial Services University 1990 — 1990
Life Insurance Licensing Prep Course, Life/Accident & Health
Virtual Financial Group June 2013 - Present
Virtual Services for Hire April 2009 - Present
Virtus Investment Partners September 2012 - March 2013
Inspire a Nation Business Mentoring 2011 - 2011
PRC/American Express November 2007 - April 2009
Primerica January 2003 - January 2007
Skills
Marketing, Data Entry, Recruiting, Small Business, Research, Strategic Financial..., Customer Service, Life Insurance, Entrepreneurship, Investments, Team Building, Strategic Planning, Sales, Sales Management, Microsoft Office, New Business Development, Term Life Insurance, Human Resources, Microsoft Excel
Education
The Securities Institute of America, Inc. 2012 — 2012
Prep Course for Series 6 State Exam, Series 6/ Investment Company & Variable Contracts
Millers River Computer Development Corporation 1998 — 1998
Computer Basics, Intro to Computers
Mount Wachusett Community College 1990 — 1991
Business Administration, Business Economics, Business Writing, Business Math
Primerica Financial Services University 1990 — 1990
Life Insurance Licensing Prep Course, Life/Accident & Health
Emily Meskill Emily Meskill's Virtus Investment Partners Experience July 2015 - Present
Job Senior Accounting Analyst
Industry Accounting
Experience
Virtus Investment Partners July 2015 - Present
Platform Specialty Products Corporation June 2014 - July 2015
CohnReznick October 2012 - May 2014
J.H. Cohn LLP August 2010 - October 2012
CCR LLP January 2010 - July 2010
Skills
Accounting, Tax, GAAP, Hedge Funds, Auditing, US GAAP, CPA, SEC filings, Financial Reporting, Mergers & Acquisitions, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, SEC Filings
Education
The University of Connecticut School of Business 2005 — 2009
BS, Accounting
Virtus Investment Partners July 2015 - Present
Platform Specialty Products Corporation June 2014 - July 2015
CohnReznick October 2012 - May 2014
J.H. Cohn LLP August 2010 - October 2012
CCR LLP January 2010 - July 2010
Skills
Accounting, Tax, GAAP, Hedge Funds, Auditing, US GAAP, CPA, SEC filings, Financial Reporting, Mergers & Acquisitions, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, SEC Filings
Education
The University of Connecticut School of Business 2005 — 2009
BS, Accounting
Mike Skurka, CFA's Virtus Investment Partners Experience May 2014 - Present
Job
Industry Investment Management
Experience
Virtus Investment Partners May 2014 - Present
UBS Global Asset Management May 2007 - May 2014
HFR Asset Management January 2005 - May 2007
Credit Suisse August 2001 - January 2005
Credit Suisse June 1997 - June 2000
CRA International June 1995 - June 1997
Skills
Investments, Alternative Investments, Hedge Funds, New Business Development, Fund Of Funds, Product Management, Program Management, Series 7, Series 63, Investment Management, Valuation, Derivatives, Equities, Due Diligence, Fixed Income, Finance, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Management Strategy
Indiana University - Kelley School of Business 1991 — 1995
B.S., Finance, International Business
Virtus Investment Partners May 2014 - Present
UBS Global Asset Management May 2007 - May 2014
HFR Asset Management January 2005 - May 2007
Credit Suisse August 2001 - January 2005
Credit Suisse June 1997 - June 2000
CRA International June 1995 - June 1997
Skills
Investments, Alternative Investments, Hedge Funds, New Business Development, Fund Of Funds, Product Management, Program Management, Series 7, Series 63, Investment Management, Valuation, Derivatives, Equities, Due Diligence, Fixed Income, Finance, Mutual Funds, Financial Modeling, Asset Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Management Strategy
Indiana University - Kelley School of Business 1991 — 1995
B.S., Finance, International Business
Barry Mandinach Barry Mandinach's Virtus Investment Partners Experience 2014 - Present
Job Executive Vice President, Head of Distribution at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners 2014 - Present
UBS Global Asset Management 2001 - 2013
Phoenix Investment Partners 1999 - 2001
Zweig Mutual Funds 1989 - 1999
Drexel Burnham Lambert 1981 - 1989
Education
University of Miami School of Law 1978 — 1981
Juris Doctor
Emory University 1974 — 1978
Bachelor of Science (B.S.), Political Science
Virtus Investment Partners 2014 - Present
UBS Global Asset Management 2001 - 2013
Phoenix Investment Partners 1999 - 2001
Zweig Mutual Funds 1989 - 1999
Drexel Burnham Lambert 1981 - 1989
Education
University of Miami School of Law 1978 — 1981
Juris Doctor
Emory University 1974 — 1978
Bachelor of Science (B.S.), Political Science
Jeff Jackson Jeff Jackson's Virtus Investment Partners Experience April 2010 - Present
Job Senior Regional Vice President at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2010 - Present
Travelers Life and Annuity 2002 - 2005
Travelers Life and Annuity 1996 - 2002
New England Funds 1991 - 1996
Skills
Asset Allocation, Mutual Funds, High Net Worth..., Public Speaking, Variable Annuities, Fixed Income, Equities, Alternative Investments, Commodity Markets, Relationship Management, Fixed Annuities, Financial Advisory, Financial Services, Series 63, ETFs, Series 7, Asset Management, Investments, Wealth Management
Education
British Institute of Marketing 1970 — 1972
International Marketing
Ohio Wesleyan University 1966 — 1970
Bachelor of Economics
Virtus Investment Partners April 2010 - Present
Travelers Life and Annuity 2002 - 2005
Travelers Life and Annuity 1996 - 2002
New England Funds 1991 - 1996
Skills
Asset Allocation, Mutual Funds, High Net Worth..., Public Speaking, Variable Annuities, Fixed Income, Equities, Alternative Investments, Commodity Markets, Relationship Management, Fixed Annuities, Financial Advisory, Financial Services, Series 63, ETFs, Series 7, Asset Management, Investments, Wealth Management
Education
British Institute of Marketing 1970 — 1972
International Marketing
Ohio Wesleyan University 1966 — 1970
Bachelor of Economics
Peter Beebe Peter Beebe's Virtus Investment Partners Experience 2000 - 2003
Job Financial Services Executive
Industry Financial Services
Experience
Select Equity Group, L.P. December 2013 - Present
Asset Growth Partners, LLC February 2011 - December 2013
LaSalle Investment Management June 2012 - August 2013
LaSalle Investment Management Distributors June 2012 - August 2013
Hanley Group Capital (Now INTL Hanley-INTL) March 2009 - January 2011
Affiliated Managers Group January 2003 - February 2009
Virtus Investment Partners 2000 - 2003
OppenheimerFunds 1997 - 2000
Skills
Investments, Asset Management, Mutual Funds, Equities, Investment Management, Strategy, Management, Financial Services, Leadership, Derivatives, Sales, Financial Advisory, Licenses: 24, 7, 63 and..., Marketing, Real Estate, Investment Properties, Hedge Funds, UCITS, Offshore Funds, Separately Managed..., Asset Managment, Alternative Investments, Finance, Strategic Planning
Education
University of Chicago Graduate School of Business 2007 — 2007
Executive Sales Management
Stetson University 1989 — 1990
Master Business Administration
Stetson University 1985 — 1989
Bachelor of Business Administration, Finance, Spanish
Select Equity Group, L.P. December 2013 - Present
Asset Growth Partners, LLC February 2011 - December 2013
LaSalle Investment Management June 2012 - August 2013
LaSalle Investment Management Distributors June 2012 - August 2013
Hanley Group Capital (Now INTL Hanley-INTL) March 2009 - January 2011
Affiliated Managers Group January 2003 - February 2009
Virtus Investment Partners 2000 - 2003
OppenheimerFunds 1997 - 2000
Skills
Investments, Asset Management, Mutual Funds, Equities, Investment Management, Strategy, Management, Financial Services, Leadership, Derivatives, Sales, Financial Advisory, Licenses: 24, 7, 63 and..., Marketing, Real Estate, Investment Properties, Hedge Funds, UCITS, Offshore Funds, Separately Managed..., Asset Managment, Alternative Investments, Finance, Strategic Planning
Education
University of Chicago Graduate School of Business 2007 — 2007
Executive Sales Management
Stetson University 1989 — 1990
Master Business Administration
Stetson University 1985 — 1989
Bachelor of Business Administration, Finance, Spanish
Chun (Chris) Ma Chun (Chris) Ma's Virtus Investment Partners Experience June 2013 - Present
Job Sr. Pricing Analyst at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2013 - Present
Deloitte January 2013 - June 2013
SIX Financial Information January 2011 - November 2012
Kruger Inc. 2003 - 2007
Education
The George Washington University 2008 — 2010
Master of Science (M.Sc.), Finance
University of Tennessee-Knoxville 2001 — 2003
Master of Science (M.Sc.), Civil Engineering
SouthEast University
Environmental Science
Virtus Investment Partners June 2013 - Present
Deloitte January 2013 - June 2013
SIX Financial Information January 2011 - November 2012
Kruger Inc. 2003 - 2007
Education
The George Washington University 2008 — 2010
Master of Science (M.Sc.), Finance
University of Tennessee-Knoxville 2001 — 2003
Master of Science (M.Sc.), Civil Engineering
SouthEast University
Environmental Science
David Fusco, CPA, MBA David Fusco, CPA, MBA's Virtus Investment Partners Experience 2007 - Present
Job Vice President & Chief Compliance Officer at Virtus Investment Advisers, Inc.
Industry Investment Management
Experience
Virtus Investment Partners 2007 - Present
The Hartford Insurance Group 2005 - 2007
RSM McGladrey 2003 - 2005
MassMutual Financial Group 1992 - 2003
Rensselaer Polytechnic Institute 1999 - 2002
MassMutual Financial Group 1992 - 1996
Urbach Kahn and Werlin / UHY Advisers 1991 - 1992
Arthur Andersen & Co. 1986 - 1991
Skills
Compliance, Mutual Funds, Investment Advisory, Investments, Asset Management, Risk Assessment, Corporate Governance, Operational Risk..., Due Diligence, Series 7, Series 24, Portfolio Management, Valuation, Brokerage, Audit, Internal Audit, Financial Control, Internal Controls, Enterprise Risk..., Risk Management, Risk Mitigation, Equities, Fixed Income, Alternative Investments, Derivatives, Strategic Thinking, Business Reorganizations, Financial Analysis, Financial Markets, Training & Development, Asset Managment, Securities Regulation, FINRA, Hedge Funds, Auditing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1986
BS, Accounting & Business Administration
Virtus Investment Partners 2007 - Present
The Hartford Insurance Group 2005 - 2007
RSM McGladrey 2003 - 2005
MassMutual Financial Group 1992 - 2003
Rensselaer Polytechnic Institute 1999 - 2002
MassMutual Financial Group 1992 - 1996
Urbach Kahn and Werlin / UHY Advisers 1991 - 1992
Arthur Andersen & Co. 1986 - 1991
Skills
Compliance, Mutual Funds, Investment Advisory, Investments, Asset Management, Risk Assessment, Corporate Governance, Operational Risk..., Due Diligence, Series 7, Series 24, Portfolio Management, Valuation, Brokerage, Audit, Internal Audit, Financial Control, Internal Controls, Enterprise Risk..., Risk Management, Risk Mitigation, Equities, Fixed Income, Alternative Investments, Derivatives, Strategic Thinking, Business Reorganizations, Financial Analysis, Financial Markets, Training & Development, Asset Managment, Securities Regulation, FINRA, Hedge Funds, Auditing
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1986
BS, Accounting & Business Administration
Noah E. Rosen's Virtus Investment Partners Experience October 2011 - Present
Job DCIO and Consultant Relations
Industry Investment Management
Experience
Virtus Investment Partners October 2011 - Present
Morgan Stanley April 2009 - October 2011
Fidelity Investments August 2006 - October 2007
Skills
Alternative Investments, Retirement, Asset Management, Mutual Funds, Asset Allocation, Investments, Equities, Series 7, Wealth Management, Series 63
Education
Lynn University 2002 — 2006
Bachelor of Science (B.S.), Business
Virtus Investment Partners October 2011 - Present
Morgan Stanley April 2009 - October 2011
Fidelity Investments August 2006 - October 2007
Skills
Alternative Investments, Retirement, Asset Management, Mutual Funds, Asset Allocation, Investments, Equities, Series 7, Wealth Management, Series 63
Education
Lynn University 2002 — 2006
Bachelor of Science (B.S.), Business
Jennifer Fromm Jennifer Fromm's Virtus Investment Partners Experience December 2007 - Present
Job Senior Counsel at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners December 2007 - Present
Dimensional Fund Advisors August 2005 - November 2007
SA Funds - Investment Trust August 2000 - February 2005
Loring Ward August 2000 - September 2004
Skills
Investment Company Act, Investment Advisers Act, Regulatory Compliance, Corporate Law, Contract Law, Securities Regulation, SEC, Mutual Funds, Alternative Investments, Broker-Dealer Compliance, Fund Administration, Corporate Governance, Securities, Asset Management, Cross-border..., Foreign Investment, Investments
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of California, Los Angeles 1993 — 1995
Bachelor of Arts (B.A.), History
University of California, Berkeley 1991 — 1993
Virtus Investment Partners December 2007 - Present
Dimensional Fund Advisors August 2005 - November 2007
SA Funds - Investment Trust August 2000 - February 2005
Loring Ward August 2000 - September 2004
Skills
Investment Company Act, Investment Advisers Act, Regulatory Compliance, Corporate Law, Contract Law, Securities Regulation, SEC, Mutual Funds, Alternative Investments, Broker-Dealer Compliance, Fund Administration, Corporate Governance, Securities, Asset Management, Cross-border..., Foreign Investment, Investments
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of California, Los Angeles 1993 — 1995
Bachelor of Arts (B.A.), History
University of California, Berkeley 1991 — 1993
James Jessup James Jessup's Virtus Investment Partners Experience August 2012 - Present
Job Product Analyst at Virtus Partners
Industry Management Consulting
Experience
Virtus Investment Partners August 2012 - Present
Virtus Investment Partners September 2011 - August 2012
Morgan Stanley August 2006 - June 2009
Allianz Global Investors July 2001 - August 2006
Skills
Mutual Funds, Series 63, Wealth Management, Investments, Fixed Income, Series 24, Series 7, Series 65, Alternative Investments, Business Strategy
Education
Roger Williams University 1993 — 1997
Bachelor of Arts (BA), History
Virtus Investment Partners August 2012 - Present
Virtus Investment Partners September 2011 - August 2012
Morgan Stanley August 2006 - June 2009
Allianz Global Investors July 2001 - August 2006
Skills
Mutual Funds, Series 63, Wealth Management, Investments, Fixed Income, Series 24, Series 7, Series 65, Alternative Investments, Business Strategy
Education
Roger Williams University 1993 — 1997
Bachelor of Arts (BA), History
Karianne Fattig Karianne Fattig's Virtus Investment Partners Experience 2005 - 2008
Job Sr. OSJ Oversight Analyst
Industry Investment Management
Experience
Voya Financial ® April 2012 - Present
ING Investment Management September 2010 - April 2012
ING Investment Management September 2009 - September 2010
The Hartford 2008 - 2009
Virtus Investment Partners 2005 - 2008
MetLife 2003 - 2005
Skills
Series 7, Series 66, Series 24
Education
Quinnipiac University - School of Business 2011 — 2015
Master of Science (M.S.), Organizational Leadership
Ithaca College 1997 — 2001
B.S., Advertising & PR
Francis T. Maloney High School 1993 — 1997
Voya Financial ® April 2012 - Present
ING Investment Management September 2010 - April 2012
ING Investment Management September 2009 - September 2010
The Hartford 2008 - 2009
Virtus Investment Partners 2005 - 2008
MetLife 2003 - 2005
Skills
Series 7, Series 66, Series 24
Education
Quinnipiac University - School of Business 2011 — 2015
Master of Science (M.S.), Organizational Leadership
Ithaca College 1997 — 2001
B.S., Advertising & PR
Francis T. Maloney High School 1993 — 1997
Philip Caldwell's Virtus Investment Partners Experience June 2014 - August 2014
Job Financial Services Audit Intern at PWC
Industry Accounting
Experience
University of Connecticut January 2014 - Present
PwC June 2015 - August 2015
Virtus Investment Partners June 2014 - August 2014
Zotos International (subsidiary of Shiseido USA) June 2013 - August 2013
Lake Compounce April 2010 - August 2011
Skills
Financial Accounting, Microsoft Office, Organization, Time Management, Leadership, Public Speaking, Teamwork, Customer Service, Market Research, Account Reconciliation
Education
University of Connecticut 2015 — 2016
Masters of Accounting, Accounting
University of Connecticut 2011 — 2015
Bachelor of Science (BS), Accounting
Cheshire High School 2007 — 2011
High School Diploma, General, 3.65
University of Connecticut January 2014 - Present
PwC June 2015 - August 2015
Virtus Investment Partners June 2014 - August 2014
Zotos International (subsidiary of Shiseido USA) June 2013 - August 2013
Lake Compounce April 2010 - August 2011
Skills
Financial Accounting, Microsoft Office, Organization, Time Management, Leadership, Public Speaking, Teamwork, Customer Service, Market Research, Account Reconciliation
Education
University of Connecticut 2015 — 2016
Masters of Accounting, Accounting
University of Connecticut 2011 — 2015
Bachelor of Science (BS), Accounting
Cheshire High School 2007 — 2011
High School Diploma, General, 3.65
Christopher Hocking's Virtus Investment Partners Experience August 2014 - Present
Job Accounting Analyst at Virtus Investment Partners
Industry Accounting
Experience
Virtus Investment Partners August 2014 - Present
PwC September 2013 - Present
PwC June 2012 - August 2012
Pitney Bowes Inc May 2011 - September 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Visio, SharePoint, Accounting, GAAP, QuickBooks, Financial Reporting, Financial Analysis, Microsoft Office, Internal Audit, Sarbanes-Oxley Act
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Business; Accounting
Virtus Investment Partners August 2014 - Present
PwC September 2013 - Present
PwC June 2012 - August 2012
Pitney Bowes Inc May 2011 - September 2011
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Visio, SharePoint, Accounting, GAAP, QuickBooks, Financial Reporting, Financial Analysis, Microsoft Office, Internal Audit, Sarbanes-Oxley Act
Education
The University of Connecticut 2009 — 2013
Bachelor of Science, Business; Accounting
Robert Schlegel Robert Schlegel's Virtus Investment Partners Experience January 2014 - Present
Job Senior Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Adam Kelly Adam Kelly's Virtus Investment Partners Experience November 2014 - Present
Job Compliance Manager
Industry Financial Services
Experience
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Julia Levere Julia Levere's Virtus Investment Partners Experience June 2015 - August 2015
Job Intern at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners June 2015 - August 2015
MEEDEX November 2014 - December 2014
The Hartford Golf Club May 2014 - August 2014
Romney for President June 2011 - August 2011
Skills
Microsoft Office, English, Social Networking, Facebook, Teamwork, Time Management, Leadership, Hospitality, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Social Media
Education
Colby College 2012 — 2016
Bachelor's degree, Economics Major, Art History Minor
Miss Porter's School 2008 — 2012
High School Diploma
Virtus Investment Partners June 2015 - August 2015
MEEDEX November 2014 - December 2014
The Hartford Golf Club May 2014 - August 2014
Romney for President June 2011 - August 2011
Skills
Microsoft Office, English, Social Networking, Facebook, Teamwork, Time Management, Leadership, Hospitality, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Social Media
Education
Colby College 2012 — 2016
Bachelor's degree, Economics Major, Art History Minor
Miss Porter's School 2008 — 2012
High School Diploma
Douglas Bottaro Douglas Bottaro's Virtus Investment Partners Experience November 2013 - Present
Job Regional Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2013 - Present
Barnum Financial Group August 2013 - November 2013
Lenox Advisors September 2011 - January 2013
Maffe Financial Group September 2009 - September 2011
The Hartford March 2008 - July 2009
Lincoln Financial Distributors January 2007 - February 2008
Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets
Education
Central Connecticut State University 2002 — 2006
Bachlor of Science, Marketing and Finance
Virtus Investment Partners November 2013 - Present
Barnum Financial Group August 2013 - November 2013
Lenox Advisors September 2011 - January 2013
Maffe Financial Group September 2009 - September 2011
The Hartford March 2008 - July 2009
Lincoln Financial Distributors January 2007 - February 2008
Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets
Education
Central Connecticut State University 2002 — 2006
Bachlor of Science, Marketing and Finance
Kate Surber Kate Surber's Virtus Investment Partners Experience October 2013 - Present
Job Vice President, Investment Operations at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners October 2013 - Present
Acorn Derivatives Management June 2009 - October 2013
Pequot Capital Managment October 1997 - May 2009
Skills
Hedge Funds, Bloomberg, Alternative Investments, Trading, Fixed Income, Equities, Prime Brokerage, Eze Castle, Operations Management, Trading Systems, Options, Derivatives, Back Office, Financial Analysis, Securities, Asset Management, Electronic Trading
Education
Drew University 1993 — 1997
Virtus Investment Partners October 2013 - Present
Acorn Derivatives Management June 2009 - October 2013
Pequot Capital Managment October 1997 - May 2009
Skills
Hedge Funds, Bloomberg, Alternative Investments, Trading, Fixed Income, Equities, Prime Brokerage, Eze Castle, Operations Management, Trading Systems, Options, Derivatives, Back Office, Financial Analysis, Securities, Asset Management, Electronic Trading
Education
Drew University 1993 — 1997
Shahid Saigol Shahid Saigol's Virtus Investment Partners Experience April 2011 - Present
Job VP Sales at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Virtus Investment Partners April 2011 - Present
Janus Capital Group 2007 - 2011
PIMCO 2002 - 2007
Van Kampen Funds 1995 - 2002
Skills
CIMA
Education
Drexel University - College of Business and Administration 1981 — 1985
Bachelor's degree, Finance, General
Bishop Eustace
Dominick Cristofaro, CRPC® Dominick Cristofaro, CRPC®'s Virtus Investment Partners Experience November 2006 - July 2008
Job Senior Finance Manager Treasury at District School Board of Pasco County
Industry Financial Services
Experience
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
Christopher W. Clarke Christopher W. Clarke's Virtus Investment Partners Experience October 2011 - Present
Job Regional Investment Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners October 2011 - Present
Skills
Sales, Business Planning, Vendor Management, CRM, Program Management, Mutual Funds, Portfolio Management, Fixed Annuities, Insurance, Relationship Management, Wealth Management, Investments, Asset Managment, Series 7, Financial Services, Asset Management, Strategic Financial..., Retirement, Leadership, Variable Annuities, Retirement Planning, Strategic Planning, Series 6, 401k, Securities, Analysis, Series 63, Risk Management, FINRA, Asset Allocation, Employee Benefits, Alternative Investments, Finance, Investment Advisory, Strategy, Investment Strategies, Financial Advisory, Investment Management, Equities, Fixed Income, Separately Managed..., Hedge Funds, Series 65, ETFs, Life Insurance, Training, Bonds, Capital Markets, Wealth Management..., Financial Markets
Education
The University of Connecticut School of Business 2003 — 2008
Masters, Management, Finance
City University of New York-Brooklyn College 1994 — 1998
BA, Psychology
Clara Barton 1990 — 1994
Virtus Investment Partners October 2011 - Present
Skills
Sales, Business Planning, Vendor Management, CRM, Program Management, Mutual Funds, Portfolio Management, Fixed Annuities, Insurance, Relationship Management, Wealth Management, Investments, Asset Managment, Series 7, Financial Services, Asset Management, Strategic Financial..., Retirement, Leadership, Variable Annuities, Retirement Planning, Strategic Planning, Series 6, 401k, Securities, Analysis, Series 63, Risk Management, FINRA, Asset Allocation, Employee Benefits, Alternative Investments, Finance, Investment Advisory, Strategy, Investment Strategies, Financial Advisory, Investment Management, Equities, Fixed Income, Separately Managed..., Hedge Funds, Series 65, ETFs, Life Insurance, Training, Bonds, Capital Markets, Wealth Management..., Financial Markets
Education
The University of Connecticut School of Business 2003 — 2008
Masters, Management, Finance
City University of New York-Brooklyn College 1994 — 1998
BA, Psychology
Clara Barton 1990 — 1994
Jim Blythe's Virtus Investment Partners Experience May 2006 - October 2007
Job Vice PresidentDivisional Sales Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments April 2014 - Present
American Century Investments December 2007 - April 2014
Virtus Investment Partners May 2006 - October 2007
Nationwide Financial May 2003 - May 2006
Skills
Investment Management, Mutual Funds, Strategic Planning, Sales, Series 7, Budgets, Business Development, Series 6, Asset Management, Teaching, Public Speaking, Zephyr Style Advisor, Morningstar, Series 63, Separately Managed..., Research, Board level experience, Series 24
Education
Ohio University 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
American Century Investments April 2014 - Present
American Century Investments December 2007 - April 2014
Virtus Investment Partners May 2006 - October 2007
Nationwide Financial May 2003 - May 2006
Skills
Investment Management, Mutual Funds, Strategic Planning, Sales, Series 7, Budgets, Business Development, Series 6, Asset Management, Teaching, Public Speaking, Zephyr Style Advisor, Morningstar, Series 63, Separately Managed..., Research, Board level experience, Series 24
Education
Ohio University 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
David Cafiero David Cafiero's Virtus Investment Partners Experience October 2000 - March 2009
Job Commercial Real Estate Investment Broker
Industry Real Estate
Experience
Marcus & Millichap May 2011 - Present
Soldier Capital October 2009 - March 2011
Virtus Investment Partners October 2000 - March 2009
Brown Brothers Harriman November 1999 - April 2000
Zweig/Glaser Advisers December 1997 - November 1999
Education
Seton Hall University 1993 — 1997
Acounting, Psychology
Marcus & Millichap May 2011 - Present
Soldier Capital October 2009 - March 2011
Virtus Investment Partners October 2000 - March 2009
Brown Brothers Harriman November 1999 - April 2000
Zweig/Glaser Advisers December 1997 - November 1999
Education
Seton Hall University 1993 — 1997
Acounting, Psychology
Kyle A. Greer Kyle A. Greer's Virtus Investment Partners Experience January 2008 - May 2011
Job Sr. Operations at Voya Financial
Industry Investment Management
Experience
Voya Investment Management December 2013 - Present
SS&C Technologies May 2011 - December 2013
Virtus Investment Partners January 2008 - May 2011
Merrill Lynch January 2006 - June 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2004
Skills
Mutual Funds, Securities, Trading
Education
Northeastern University 2002 — 2007
BS, Marketing
Voya Investment Management December 2013 - Present
SS&C Technologies May 2011 - December 2013
Virtus Investment Partners January 2008 - May 2011
Merrill Lynch January 2006 - June 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2004
Skills
Mutual Funds, Securities, Trading
Education
Northeastern University 2002 — 2007
BS, Marketing
Stephen Hooker, CFA, CFS Stephen Hooker, CFA, CFS's Virtus Investment Partners Experience June 2011 - Present
Job Managing Director at Newfleet Asset Management
Industry Financial Services
Experience
Virtus Investment Partners June 2011 - Present
Global Plus Investment Management October 2007 - June 2010
Soundview Capital Investors June 2007 - October 2007
Aladdin Capital Management December 2005 - June 2007
Skills
High Yield, Fixed Income, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Series 63, Bonds, Bloomberg, Asset Allocation, Credit, Securities, Asset Management, Investment Strategies, Emerging Markets, ETFs, Investment Management, Capital Markets
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Hamden Hall 1986 — 1988
Virtus Investment Partners June 2011 - Present
Global Plus Investment Management October 2007 - June 2010
Soundview Capital Investors June 2007 - October 2007
Aladdin Capital Management December 2005 - June 2007
Skills
High Yield, Fixed Income, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Series 63, Bonds, Bloomberg, Asset Allocation, Credit, Securities, Asset Management, Investment Strategies, Emerging Markets, ETFs, Investment Management, Capital Markets
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Hamden Hall 1986 — 1988
Jay Watz's Virtus Investment Partners Experience July 2008 - March 2009
Job Regional Vice President, Nationwide Funds Group
Industry Investment Management
Experience
Nationwide Financial July 2009 - Present
Virtus Investment Partners July 2008 - March 2009
Banc of America Investments 2003 - 2005
A.G. Edwards March 1995 - April 2003
Skills
Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Series 65, ETFs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments, Fixed Annuities, Equities, Retirement Planning, Portfolio Management, Fixed Income, Managing Accounts, Securities, Financial Services, 401k, Investment Management
Education
Missouri State University 1987 — 1991
BS, Communication Management
christian Brothers college high school 1983 — 1987
Nationwide Financial July 2009 - Present
Virtus Investment Partners July 2008 - March 2009
Banc of America Investments 2003 - 2005
A.G. Edwards March 1995 - April 2003
Skills
Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Series 65, ETFs, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investments, Fixed Annuities, Equities, Retirement Planning, Portfolio Management, Fixed Income, Managing Accounts, Securities, Financial Services, 401k, Investment Management
Education
Missouri State University 1987 — 1991
BS, Communication Management
christian Brothers college high school 1983 — 1987
David Frederick David Frederick's Virtus Investment Partners Experience 2014 - 2015
Job Fixed Income Product Specialist
Industry Investment Management
Experience
Virtus Investment Partners 2014 - 2015
Virtus Investment Partners 2014 - 2015
PIMCO January 2011 - December 2013
Allianz Global Investors January 2006 - January 2011
Allianz Global Investors March 2004 - May 2006
Skills
Investments, Mutual Funds, Fixed Income, Hedge Funds, Equities, Investment Management, Economics, Asset Managment, ETFs, Portfolio Management, Bloomberg Terminal, SimFunds, Morningstar Direct, Zephyr Style Advisor, Microsoft Excel, Separately Managed..., Facset, EPFR, Closed-end Funds, Asset Management, Asset Management..., Financial Advisory, Microsoft Word, PowerPoint, CRM, Public Speaking, Sales Presentations, Account Management, Superior Client Service, Alternative Investments, Financial Services
Education
Bates College 1998 — 2002
BS, Political Science
CFA Level II Candidate 2012 — 2013
Virtus Investment Partners 2014 - 2015
Virtus Investment Partners 2014 - 2015
PIMCO January 2011 - December 2013
Allianz Global Investors January 2006 - January 2011
Allianz Global Investors March 2004 - May 2006
Skills
Investments, Mutual Funds, Fixed Income, Hedge Funds, Equities, Investment Management, Economics, Asset Managment, ETFs, Portfolio Management, Bloomberg Terminal, SimFunds, Morningstar Direct, Zephyr Style Advisor, Microsoft Excel, Separately Managed..., Facset, EPFR, Closed-end Funds, Asset Management, Asset Management..., Financial Advisory, Microsoft Word, PowerPoint, CRM, Public Speaking, Sales Presentations, Account Management, Superior Client Service, Alternative Investments, Financial Services
Education
Bates College 1998 — 2002
BS, Political Science
CFA Level II Candidate 2012 — 2013
Roz Zera Roz Zera's Virtus Investment Partners Experience 2012 - Present
Job Marketing Support Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners 2012 - Present
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63
Education
Notre Dame Catholic High School 1974 — 1977
Diploma, College Prep
Skidmore College
B.S. Business Management Minor:Economics
Virtus Investment Partners 2012 - Present
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Portfolio Management, Series 63
Education
Notre Dame Catholic High School 1974 — 1977
Diploma, College Prep
Skidmore College
B.S. Business Management Minor:Economics
Jayson Rivera Jayson Rivera's Virtus Investment Partners Experience April 2012 - Present
Job Managing Director, National Accounts at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Blake Jones Blake Jones's Virtus Investment Partners Experience Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Fito Denis Fito Denis's Virtus Investment Partners Experience 2013 - Present
Job Middle Office Analyst at Citi
Industry Financial Services
Experience
Virtus Investment Partners 2013 - Present
Citi 2010 - November 2012
GE 2006 - 2008
Skills
Bloomberg, Fixed Income, Equities, Middle Office, Financial Statement..., Bonds, Corporate Finance, Credit Analysis, Derivatives
Education
HOWARD UNIVERSITY
Bachelor's degree, Economics
Sacred Heart University
Virtus Investment Partners 2013 - Present
Citi 2010 - November 2012
GE 2006 - 2008
Skills
Bloomberg, Fixed Income, Equities, Middle Office, Financial Statement..., Bonds, Corporate Finance, Credit Analysis, Derivatives
Education
HOWARD UNIVERSITY
Bachelor's degree, Economics
Sacred Heart University
Chris Presbie's Virtus Investment Partners Experience May 2013 - January 2014
Job Analyst Financial Planning & Analysis at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management January 2014 - Present
Virtus Investment Partners May 2013 - January 2014
University of Connecticut August 2011 - May 2013
Northwestern Mutual Financial Network June 2012 - March 2013
Hartford Steam Boiler June 2009 - January 2012
Skills
Microsoft Office, Financial Analysis, Risk Management, Finance, Analysis, Microsoft Word, Financial Services, Leadership, Accounting, Management, Microsoft Excel, Access, PowerPoint, Financial Modeling, Tagetik
Education
The University of Connecticut 2010 — 2013
Bachelor of Science in Business, Finance
Babson Capital Management January 2014 - Present
Virtus Investment Partners May 2013 - January 2014
University of Connecticut August 2011 - May 2013
Northwestern Mutual Financial Network June 2012 - March 2013
Hartford Steam Boiler June 2009 - January 2012
Skills
Microsoft Office, Financial Analysis, Risk Management, Finance, Analysis, Microsoft Word, Financial Services, Leadership, Accounting, Management, Microsoft Excel, Access, PowerPoint, Financial Modeling, Tagetik
Education
The University of Connecticut 2010 — 2013
Bachelor of Science in Business, Finance
Ronnie Kryjak Ronnie Kryjak's Virtus Investment Partners Experience April 2014 - Present
Job Counsel at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2014 - Present
Virtus Investment Partners, Inc. July 2011 - Present
The Hartford 2004 - July 2011
Skills
Mutual Funds, Corporate Governance, Investment Company Act, Securities, Securities Regulation
Education
Western New England College School of Law 2006 — 2010
JD, Concentration Estate Planning
Long Island University, C.W. Post Campus
Virtus Investment Partners April 2014 - Present
Virtus Investment Partners, Inc. July 2011 - Present
The Hartford 2004 - July 2011
Skills
Mutual Funds, Corporate Governance, Investment Company Act, Securities, Securities Regulation
Education
Western New England College School of Law 2006 — 2010
JD, Concentration Estate Planning
Long Island University, C.W. Post Campus
Kaylyn Truelove Kaylyn Truelove's Virtus Investment Partners Experience June 2015 - Present
Job Summer Intern at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2015 - Present
Education
Hampton University 2012 — 2016
Virtus Investment Partners June 2015 - Present
Education
Hampton University 2012 — 2016
Thomas Wolff's Virtus Investment Partners Experience June 2014 - August 2014
Job MBA Student at Quinnipiac University
Industry Computer Networking
Experience
Apex Copy Center May 2015 - August 2015
Virtus Investment Partners June 2014 - August 2014
Lo Volt Solutions, LLC May 2013 - August 2013
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Facebook, Leadership, Outlook
Education
Quinnipiac University - School of Business
Master of Business Administration (M.B.A.), Graduate Student
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Science (BS), Computer Information Systems
Apex Copy Center May 2015 - August 2015
Virtus Investment Partners June 2014 - August 2014
Lo Volt Solutions, LLC May 2013 - August 2013
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Facebook, Leadership, Outlook
Education
Quinnipiac University - School of Business
Master of Business Administration (M.B.A.), Graduate Student
Quinnipiac University - School of Business 2011 — 2015
Bachelor of Science (BS), Computer Information Systems
Francesco Ambruoso Francesco Ambruoso's Virtus Investment Partners Experience June 2015 - Present
Job Regional Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2015 - Present
The Prudential Insurance Company of America April 2014 - May 2015
MetLife April 2010 - March 2014
MetLife July 2005 - April 2010
Traveler's Life & Annuity - member of Citigroup April 2004 - July 2005
Traveler's Life & Annuity - member of Citigroup October 2002 - April 2004
Morgan Stanley June 2001 - October 2002
Education
Eastern Connecticut State University 2000 — 2001
Bachelor of Science, Business Administration, Finance Concentration
University of Connecticut 1995 — 1999
Virtus Investment Partners June 2015 - Present
The Prudential Insurance Company of America April 2014 - May 2015
MetLife April 2010 - March 2014
MetLife July 2005 - April 2010
Traveler's Life & Annuity - member of Citigroup April 2004 - July 2005
Traveler's Life & Annuity - member of Citigroup October 2002 - April 2004
Morgan Stanley June 2001 - October 2002
Education
Eastern Connecticut State University 2000 — 2001
Bachelor of Science, Business Administration, Finance Concentration
University of Connecticut 1995 — 1999
Janalynne Gius Janalynne Gius's Virtus Investment Partners Experience October 2014 - Present
Job Vice President, Distribution Initiatives at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners October 2014 - Present
Virtus Investment Partners October 2009 - September 2014
The Hartford October 2006 - January 2009
Phoenix Investment Partners August 2003 - October 2006
Phoenix Investment Partners July 2000 - August 2003
Phoenix Investment Partners July 1997 - July 2000
Fidelity Investments May 1995 - July 1997
Skills
Investments, Mutual Funds, Financial Services, Strategic Planning, Product Development, Strategy, Global Strategy, Marketing, Asset Management, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute at Hartford 1997 — 2000
MBA, Finance
Quinnipiac University - School of Business 1991 — 1995
BS, Finance
Virtus Investment Partners October 2014 - Present
Virtus Investment Partners October 2009 - September 2014
The Hartford October 2006 - January 2009
Phoenix Investment Partners August 2003 - October 2006
Phoenix Investment Partners July 2000 - August 2003
Phoenix Investment Partners July 1997 - July 2000
Fidelity Investments May 1995 - July 1997
Skills
Investments, Mutual Funds, Financial Services, Strategic Planning, Product Development, Strategy, Global Strategy, Marketing, Asset Management, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute at Hartford 1997 — 2000
MBA, Finance
Quinnipiac University - School of Business 1991 — 1995
BS, Finance
Kyle Nemchek, CPA's Virtus Investment Partners Experience June 2009 - November 2009
Job
Industry Accounting
Experience
UBS Hedge Fund Solutions March 2015 - Present
UBS Hedge Fund Solutions August 2012 - February 2015
Deloitte October 2010 - August 2012
Virtus Investment Partners June 2009 - November 2009
General Electric June 2008 - August 2008
Skills
Accounting, Excel, Audit, CPA, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
BS
UBS Hedge Fund Solutions March 2015 - Present
UBS Hedge Fund Solutions August 2012 - February 2015
Deloitte October 2010 - August 2012
Virtus Investment Partners June 2009 - November 2009
General Electric June 2008 - August 2008
Skills
Accounting, Excel, Audit, CPA, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
BS
Edward Fitzgerald,CFP® Edward Fitzgerald,CFP®'s Virtus Investment Partners Experience June 2015 - Present
Job Regional Sales Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2015 - Present
UBS August 2012 - May 2015
Education
Trinity College-Hartford
Virtus Investment Partners June 2015 - Present
UBS August 2012 - May 2015
Education
Trinity College-Hartford
Jonathan Wiener Jonathan Wiener's Virtus Investment Partners Experience July 2013 - March 2015
Job Regional Advisor Consultant
Industry Financial Services
Experience
OppenheimerFunds March 2015 - Present
Virtus Investment Partners July 2013 - March 2015
Neuberger Berman February 2012 - July 2013
Morgan Stanley December 2011 - February 2012
WCDB Albanyy May 2008 - May 2011
Morgan Stanley July 2010 - August 2010
Skills
Mutual Funds, Alternative Investments, Capital Markets, Asset Management, Equities, Morningstar, Separately Managed..., Bloomberg, Microsoft Excel, CRM, Radio Broadcasting, Broadcast Television, UCITS
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance & Marketing, Cum Laude
Cold Spring Harbor High School
OppenheimerFunds March 2015 - Present
Virtus Investment Partners July 2013 - March 2015
Neuberger Berman February 2012 - July 2013
Morgan Stanley December 2011 - February 2012
WCDB Albanyy May 2008 - May 2011
Morgan Stanley July 2010 - August 2010
Skills
Mutual Funds, Alternative Investments, Capital Markets, Asset Management, Equities, Morningstar, Separately Managed..., Bloomberg, Microsoft Excel, CRM, Radio Broadcasting, Broadcast Television, UCITS
Education
State University of New York at Albany 2007 — 2011
B.S. Business Administration, Finance & Marketing, Cum Laude
Cold Spring Harbor High School
Christopher Hodgdon's Virtus Investment Partners Experience December 2012 - April 2015
Job Regional Director at Sage Advisory
Industry Financial Services
Experience
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Mardelle Peña Mardelle Peña's Virtus Investment Partners Experience August 2010 - Present
Job SVP Human Resources at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners August 2010 - Present
The Hartford Financial Services Group, Inc. 2001 - 2009
ADVO January 1991 - June 2000
Sakowitz June 1978 - November 1990
Skills
Change Management, Strategy, Cross-functional Team..., Industrial Relations, Talent Management, HRIS, Succession Planning, Leadership, Human Resources, Management, Management Development, Employee Relations, Coaching, Performance Management, Strategic Planning, Organizational..., Executive Management, Onboarding, Employee Engagement, Talent Acquisition, Workforce Planning, Deferred Compensation, Organizational..., Employee Benefits, Organizational Design
Education
Houston Baptist University
MS, Human Resources Management
University of Houston
BA, Industrial Psychology
Virtus Investment Partners August 2010 - Present
The Hartford Financial Services Group, Inc. 2001 - 2009
ADVO January 1991 - June 2000
Sakowitz June 1978 - November 1990
Skills
Change Management, Strategy, Cross-functional Team..., Industrial Relations, Talent Management, HRIS, Succession Planning, Leadership, Human Resources, Management, Management Development, Employee Relations, Coaching, Performance Management, Strategic Planning, Organizational..., Executive Management, Onboarding, Employee Engagement, Talent Acquisition, Workforce Planning, Deferred Compensation, Organizational..., Employee Benefits, Organizational Design
Education
Houston Baptist University
MS, Human Resources Management
University of Houston
BA, Industrial Psychology
John Catarius John Catarius's Virtus Investment Partners Experience January 2013 - Present
Job Fixed Income Analyst at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners January 2013 - Present
Virtus Investment Partners March 2011 - December 2012
TIAA-CREF June 2009 - September 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Alternative Investments, Microsoft Excel, Bonds, Mutual Funds, Access, Business Analysis, Investment Strategies, Investments, Microsoft Office, Private Equity, Finance, Analysis, Valuation, Financial Modeling, Asset Management
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Glastonbury High School 1996 — 2000
High School Diploma
Virtus Investment Partners January 2013 - Present
Virtus Investment Partners March 2011 - December 2012
TIAA-CREF June 2009 - September 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Alternative Investments, Microsoft Excel, Bonds, Mutual Funds, Access, Business Analysis, Investment Strategies, Investments, Microsoft Office, Private Equity, Finance, Analysis, Valuation, Financial Modeling, Asset Management
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Glastonbury High School 1996 — 2000
High School Diploma
Paul Privitera's Virtus Investment Partners Experience November 2012 - Present
Job Regional Sales Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners November 2012 - Present
ING September 2007 - December 2011
Skills
Process Improvement, Relationship Management, SharePoint, Data Analysis, Business Relationship..., Series 7, Financial Analysis, Financial Reporting, Marketing Strategy, Marketing Communications, Salesforce.com
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Management and Marketing
University of Hartford 2005 — 2007
BA, Business Administration
Virtus Investment Partners November 2012 - Present
ING September 2007 - December 2011
Skills
Process Improvement, Relationship Management, SharePoint, Data Analysis, Business Relationship..., Series 7, Financial Analysis, Financial Reporting, Marketing Strategy, Marketing Communications, Salesforce.com
Education
The University of Connecticut School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Management and Marketing
University of Hartford 2005 — 2007
BA, Business Administration
Gina Palmieri Gina Palmieri's Virtus Investment Partners Experience October 2014 - Present
Job Paralegal, Virtus Investment Partners
Industry Law Practice
Experience
Virtus Investment Partners October 2014 - Present
Bingham McCutchen July 1999 - October 2014
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Civil Litigation, Trials, Commercial Litigation, Litigation Support, Lexis, Document Review, Courts, Appeals, Legal Assistance, Class Actions, Bankruptcy, Pleadings, Arbitration, PACER, Legal Discovery, Securities Regulation, Legal Documents, LexisNexis
Education
University of Connecticut 1998 — 2001
Bachelor of General Studies, General Studies
The University of New Haven 1995 — 1996
Paralegal Certificate
Virtus Investment Partners October 2014 - Present
Bingham McCutchen July 1999 - October 2014
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Civil Litigation, Trials, Commercial Litigation, Litigation Support, Lexis, Document Review, Courts, Appeals, Legal Assistance, Class Actions, Bankruptcy, Pleadings, Arbitration, PACER, Legal Discovery, Securities Regulation, Legal Documents, LexisNexis
Education
University of Connecticut 1998 — 2001
Bachelor of General Studies, General Studies
The University of New Haven 1995 — 1996
Paralegal Certificate
Kyle Yelin Kyle Yelin's Virtus Investment Partners Experience August 2012 - January 2013
Job Revolution Academy at The Kraft Group
Industry Financial Services
Experience
The Kraft Group August 2013 - Present
Virtus Investment Partners August 2012 - January 2013
Virtus Investment Partners May 2012 - August 2012
High Meadow Resort May 2009 - 2012
Extra Innings Franchise Company January 2008 - May 2008
Skills
Management, Risk Management, Investments, Finance, Customer Service, Strategy, Training, Mutual Funds, Bloomberg, Internal Audit, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Leadership, Microsoft Word
Education
Westfield State University 2008 — 2012
Bachelor of Science (BS), Business Management: Finance, Economics
Kingston University 2011 — 2011
International Business
The Kraft Group August 2013 - Present
Virtus Investment Partners August 2012 - January 2013
Virtus Investment Partners May 2012 - August 2012
High Meadow Resort May 2009 - 2012
Extra Innings Franchise Company January 2008 - May 2008
Skills
Management, Risk Management, Investments, Finance, Customer Service, Strategy, Training, Mutual Funds, Bloomberg, Internal Audit, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Leadership, Microsoft Word
Education
Westfield State University 2008 — 2012
Bachelor of Science (BS), Business Management: Finance, Economics
Kingston University 2011 — 2011
International Business
Margaux O'Donnell Roberts Margaux O'Donnell Roberts's Virtus Investment Partners Experience November 2007 - May 2009
Job Senior Solutions Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Sabrina Arango Sabrina Arango's Virtus Investment Partners Experience October 2012 - Present
Job Office Administrator at Virtus Investment Partners
Industry Marketing and Advertising
Experience
Virtus Investment Partners October 2012 - Present
Entertainment Tonight September 2007 - August 2013
A plus teleservices corp. February 2010 - October 2012
Skills
organizational..., Customer Service, Customer Service..., Sales, Leadership, Management, Time Management, Multitasking Skills, Teleservices, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Office Administration, Sales Management, Team-oriented, Strategic Planning
Education
Florence University of the Arts 2011 — 2011
Photography
Farmingdale State University of New York 2007 — 2011
Bachelor of Science (B.S.), Business Management
Virtus Investment Partners October 2012 - Present
Entertainment Tonight September 2007 - August 2013
A plus teleservices corp. February 2010 - October 2012
Skills
organizational..., Customer Service, Customer Service..., Sales, Leadership, Management, Time Management, Multitasking Skills, Teleservices, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Office Administration, Sales Management, Team-oriented, Strategic Planning
Education
Florence University of the Arts 2011 — 2011
Photography
Farmingdale State University of New York 2007 — 2011
Bachelor of Science (B.S.), Business Management
Christopher Milliken's Virtus Investment Partners Experience December 2012 - Present
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners December 2012 - Present
DWS Investments August 2006 - November 2012
Federated Investors February 1998 - August 2006
Skills
Series 7, Alternative Investments, Series 63, chartered mutual fund..., Financial Advisory, Separately Managed..., Wealth Management
Education
Securities Industry Institute at Wharton 2004 — 2006
Indiana University Bloomington 1992 — 1996
Bachelor's degree, English and Secondary Education
Virtus Investment Partners December 2012 - Present
DWS Investments August 2006 - November 2012
Federated Investors February 1998 - August 2006
Skills
Series 7, Alternative Investments, Series 63, chartered mutual fund..., Financial Advisory, Separately Managed..., Wealth Management
Education
Securities Industry Institute at Wharton 2004 — 2006
Indiana University Bloomington 1992 — 1996
Bachelor's degree, English and Secondary Education
Michael Arons's Virtus Investment Partners Experience June 2013 - August 2013
Job Student at Bryant University
Industry Marketing and Advertising
Experience
Bryant University September 2013 - August 2014
Ronstan May 2014 - July 2014
Virtus Investment Partners June 2013 - August 2013
Carla's Pasta July 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising, Stata, Statistical Data..., Finance, Google Analytics, Marketing Analytics, Analytics, CRM
Education
Bryant University 2013 — 2014
Master of Business Administration (M.B.A.), Global Finance
Bryant University 2009 — 2013
Bachelor of Science (BS), Marketing and Economics
Bryant University September 2013 - August 2014
Ronstan May 2014 - July 2014
Virtus Investment Partners June 2013 - August 2013
Carla's Pasta July 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising, Stata, Statistical Data..., Finance, Google Analytics, Marketing Analytics, Analytics, CRM
Education
Bryant University 2013 — 2014
Master of Business Administration (M.B.A.), Global Finance
Bryant University 2009 — 2013
Bachelor of Science (BS), Marketing and Economics
John Panico's Virtus Investment Partners Experience May 2013 - August 2015
Job Associate Director Global Business Development at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2015 - Present
Virtus Investment Partners May 2013 - August 2015
Virtus Investment Partners May 2012 - January 2013
Enterprise Strategy Group May 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Access, Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Investments, Series 7, Financial Planning, Microsoft Office, Finance, PowerPoint, Microsoft Word, Mutual Funds
Education
2016 Level II Candidate in the CFA Program
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance
Avon High School
Babson Capital Management August 2015 - Present
Virtus Investment Partners May 2013 - August 2015
Virtus Investment Partners May 2012 - January 2013
Enterprise Strategy Group May 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Access, Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Investments, Series 7, Financial Planning, Microsoft Office, Finance, PowerPoint, Microsoft Word, Mutual Funds
Education
2016 Level II Candidate in the CFA Program
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance
Avon High School
Phil Rodowicz Phil Rodowicz's Virtus Investment Partners Experience March 2008 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Virtus Investment Partners March 2008 - April 2009
FedEx 1995 - 1996
Education
University of Massachusetts, Amherst 1981 — 1986
Virtus Investment Partners March 2008 - April 2009
FedEx 1995 - 1996
Education
University of Massachusetts, Amherst 1981 — 1986
Peter Batchelar, CFA Peter Batchelar, CFA's Virtus Investment Partners Experience April 2004 - Present
Job VP, Product Management at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
Sonia Torkelson's Virtus Investment Partners Experience February 2011 - July 2014
Job Executive/Personal Assistant
Industry Executive Office
Experience
Virtus Investment Partners February 2011 - July 2014
Open Solutions October 2010 - January 2011
Magellan Health Services June 2010 - October 2010
OneBeacon Insurance January 2007 - January 2009
Sodexo September 2004 - December 2006
Advo 1996 - 1997
Education
University of New Haven 1987 — 1990
Hotel Restaurant Management
Virtus Investment Partners February 2011 - July 2014
Open Solutions October 2010 - January 2011
Magellan Health Services June 2010 - October 2010
OneBeacon Insurance January 2007 - January 2009
Sodexo September 2004 - December 2006
Advo 1996 - 1997
Education
University of New Haven 1987 — 1990
Hotel Restaurant Management
Mary Kelleher's Virtus Investment Partners Experience May 2014 - Present
Job eBusiness Lead Generator at Virtus Investment Partners
Industry Marketing and Advertising
Experience
Virtus Investment Partners May 2014 - Present
CIGNA May 2013 - August 2013
Virtus Investment Partners May 2012 - August 2012
Gap Inc. May 2011 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Microsoft Word, Facebook, Event Planning, Social Networking, Marketing Communications, Customer Service, Leadership, CRM
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing
Virtus Investment Partners May 2014 - Present
CIGNA May 2013 - August 2013
Virtus Investment Partners May 2012 - August 2012
Gap Inc. May 2011 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Microsoft Word, Facebook, Event Planning, Social Networking, Marketing Communications, Customer Service, Leadership, CRM
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing
Jeanne Hess Jeanne Hess's Virtus Investment Partners Experience July 2014 - Present
Job VP, Director of IR at VRTS
Industry Financial Services
Experience
Virtus Investment Partners July 2014 - Present
Boston Private Financial Holdings January 2013 - June 2014
Boston Private Financial Holdings October 2009 - December 2012
Boston Private Financial Holdings January 2008 - October 2009
Boston Private Financial Holdings May 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.) January 2004 - May 2006
Skills
Crisis Communications, Investor Relations, Corporate Communications, Editing, Content Strategy, Integrated Marketing, Leadership, Strategy, Marketing Communications, Strategic Communications, Marketing, Brand Management, Press Releases, Media Relations, Public Relations, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Investments
Education
Simmons School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2000 — 2005
BA, Journalism and Political Science
Virtus Investment Partners July 2014 - Present
Boston Private Financial Holdings January 2013 - June 2014
Boston Private Financial Holdings October 2009 - December 2012
Boston Private Financial Holdings January 2008 - October 2009
Boston Private Financial Holdings May 2006 - December 2007
John Hancock Life Insurance Company (U.S.A.) January 2004 - May 2006
Skills
Crisis Communications, Investor Relations, Corporate Communications, Editing, Content Strategy, Integrated Marketing, Leadership, Strategy, Marketing Communications, Strategic Communications, Marketing, Brand Management, Press Releases, Media Relations, Public Relations, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Investments
Education
Simmons School of Management 2011 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2000 — 2005
BA, Journalism and Political Science
Jeff Cerutti Jeff Cerutti's Virtus Investment Partners Experience June 2011 - April 2014
Job CEO AMG Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
Jim Kries Jim Kries's Virtus Investment Partners Experience February 2008 - September 2009
Job President, Sales and Distribution, Managing Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC December 2009 - Present
Virtus Investment Partners February 2008 - September 2009
Transamerica May 2006 - February 2008
Allstate Financial August 2005 - May 2006
Travelers Life & Annuity July 2004 - August 2005
AIG SunAmerica October 1996 - July 2004
Education
University of Arizona 1984 — 1988
BSBA, Economics and Finance
BIC Group, LLC December 2009 - Present
Virtus Investment Partners February 2008 - September 2009
Transamerica May 2006 - February 2008
Allstate Financial August 2005 - May 2006
Travelers Life & Annuity July 2004 - August 2005
AIG SunAmerica October 1996 - July 2004
Education
University of Arizona 1984 — 1988
BSBA, Economics and Finance
Don Evans JD, CIMA's Virtus Investment Partners Experience January 2008 - December 2009
Job Sales Executive, Managing Partner
Industry Investment Management
Experience
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
BIC Group January 2010 - September 2015
Virtus Investment Partners January 2008 - December 2009
UBS September 2001 - November 2007
UBS/PaineWebber June 1995 - September 2001
Ford Motor Company 1985 - 1995
Skills
Mutual Funds, Strategy, Equities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Sales Management, Executive Management, Series 24
Education
Concord Law School - Kaplan University 2005 — 2009
EJD, Executive Juris Doctor
Harvard University 1986 — 1989
Non degree, Harvard Extension School
Le Moyne College 1979 — 1983
BA
Arthur Awe, CAIA's Virtus Investment Partners Experience February 2008 - September 2014
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital September 2014 - Present
Virtus Investment Partners February 2008 - September 2014
John Hancock Life Insurance Company (U.S.A.) October 2006 - February 2008
Allianz Global Investors October 2000 - October 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Fixed Annuities, FINRA, Investment Advisory, 529 Plans, Separately Managed..., Wealth Management, Asset Allocation, ETFs, Series 65, Investment Strategies, Series 7, Asset Management, Investments
Education
Sacred Heart University 1995 — 2000
BS
Saint Anthony's High School 1991 — 1995
Incapital September 2014 - Present
Virtus Investment Partners February 2008 - September 2014
John Hancock Life Insurance Company (U.S.A.) October 2006 - February 2008
Allianz Global Investors October 2000 - October 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Fixed Annuities, FINRA, Investment Advisory, 529 Plans, Separately Managed..., Wealth Management, Asset Allocation, ETFs, Series 65, Investment Strategies, Series 7, Asset Management, Investments
Education
Sacred Heart University 1995 — 2000
BS
Saint Anthony's High School 1991 — 1995
Patrick Bradley's Virtus Investment Partners Experience July 2004 - Present
Job SVP Fund Services
Industry Investment Management
Experience
Virtus Investment Partners July 2004 - Present
Virtus Global Funds, plc June 2013 - Present
Virtus Retail and Variable Mutual Funds, Zweig and Virtus Closed-End Funds May 2006 - Present
Deloitte July 1995 - July 2004
Skills
Executive Management, Asset Management, Investments, Mutual Funds
Education
The University of Connecticut School of Business 1990 — 1994
BS
Virtus Investment Partners July 2004 - Present
Virtus Global Funds, plc June 2013 - Present
Virtus Retail and Variable Mutual Funds, Zweig and Virtus Closed-End Funds May 2006 - Present
Deloitte July 1995 - July 2004
Skills
Executive Management, Asset Management, Investments, Mutual Funds
Education
The University of Connecticut School of Business 1990 — 1994
BS
Michelle Iseley's Virtus Investment Partners Experience September 2014 - Present
Job at
Industry Graphic Design
Experience
Virtus Investment Partners September 2014 - Present
The Edelman Group 1997 - 2014
The Edelman Group 1995 - 1997
Skills
Graphic Design, Concept Development, Creative Direction, Adobe Creative Suite, Social Media Marketing, Advertising, Final Cut Pro, Project Management, Branding & Identity, Copywriting, Art Direction, Management, User Experience, Marketing
Education
Cornell University 1989 — 1993
Bachelor of Fine Arts (BFA)
Arlington HS 1985 — 1989
Virtus Investment Partners September 2014 - Present
The Edelman Group 1997 - 2014
The Edelman Group 1995 - 1997
Skills
Graphic Design, Concept Development, Creative Direction, Adobe Creative Suite, Social Media Marketing, Advertising, Final Cut Pro, Project Management, Branding & Identity, Copywriting, Art Direction, Management, User Experience, Marketing
Education
Cornell University 1989 — 1993
Bachelor of Fine Arts (BFA)
Arlington HS 1985 — 1989
Joe Fazzino's Virtus Investment Partners Experience July 2008 - Present
Job Asst. VP, Corporate Communications, Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners July 2008 - Present
Nutmeg Conservatory for the Arts 1996 - January 2008
The Phoenix Companies 2006 - 2008
The Mark Twain House & Museum September 2002 - December 2005
Bank of America January 2001 - June 2002
Hartford Life 1988 - 2000
The Hartford 1982 - 2000
Skills
Public Relations, Corporate Communications, Internal Communications, Financial Services, Mutual Funds, Copywriting, Photography, Marketing Communications, Media Relations, Advertising, Asset Managment, Editing, Press Releases, Strategic Communications, Asset Management, Investments, Series 7, Speech Writing, Newsletters, Crisis Communications, Communication Training, Reputation Management, Alternative Investments, Communications Planning, Message Development, Series 63
Education
Boston University 1972 — 1976
Bachelor of Science (BS), Journalism
Virtus Investment Partners July 2008 - Present
Nutmeg Conservatory for the Arts 1996 - January 2008
The Phoenix Companies 2006 - 2008
The Mark Twain House & Museum September 2002 - December 2005
Bank of America January 2001 - June 2002
Hartford Life 1988 - 2000
The Hartford 1982 - 2000
Skills
Public Relations, Corporate Communications, Internal Communications, Financial Services, Mutual Funds, Copywriting, Photography, Marketing Communications, Media Relations, Advertising, Asset Managment, Editing, Press Releases, Strategic Communications, Asset Management, Investments, Series 7, Speech Writing, Newsletters, Crisis Communications, Communication Training, Reputation Management, Alternative Investments, Communications Planning, Message Development, Series 63
Education
Boston University 1972 — 1976
Bachelor of Science (BS), Journalism
Douglas C. Bond's Virtus Investment Partners Experience October 2011 - Present
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners October 2011 - Present
Invesco Aim 2004 - June 2010
Phoenix Investment Partners, Ltd. 1996 - 2004
Phoenix Investment Partners, Ltd. 1992 - 1996
Phoenix Investment Partners, Ltd. 1991 - 1992
Phoenix Investment Partners, Ltd. 1989 - 1991
Cincinnati Reds 1988 - 1989
Skills
Separately Managed..., REIT, Series 63, Investments, Series 7, Sales Management, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory
Education
Quinnipiac University - School of Business 1984 — 1989
Bachelor of Science, Marketing, Information Systems
Worcester Academy 1983 — 1984
Virtus Investment Partners October 2011 - Present
Invesco Aim 2004 - June 2010
Phoenix Investment Partners, Ltd. 1996 - 2004
Phoenix Investment Partners, Ltd. 1992 - 1996
Phoenix Investment Partners, Ltd. 1991 - 1992
Phoenix Investment Partners, Ltd. 1989 - 1991
Cincinnati Reds 1988 - 1989
Skills
Separately Managed..., REIT, Series 63, Investments, Series 7, Sales Management, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory
Education
Quinnipiac University - School of Business 1984 — 1989
Bachelor of Science, Marketing, Information Systems
Worcester Academy 1983 — 1984
Rob Keane's Virtus Investment Partners Experience September 2008 - December 2008
Job Associate VP Development, Planned Giving Officer at Connecticut Children's Medical Center
Industry Financial Services
Experience
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Hugh McKee's Virtus Investment Partners Experience January 2010 - May 2013
Job Vice President, Personal Customer Segment Management at BMO Financial Group
Industry Banking
Experience
BMO Financial Group January 2013 - Present
Virtus Investment Partners January 2010 - May 2013
BMO Financial Group July 2011 - January 2013
BMO Financial Group February 2010 - July 2011
BMO Financial Group April 2009 - March 2010
BMO Financial Group July 2007 - January 2010
Monitor Group 1997 - June 2007
Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Wealth Management, Mutual Funds, Banking, Strategic Planning, Investment Management, Insurance, Integration, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 1998
MBA
Queen's University 1987 — 1990
Honors BA, Economics
BMO Financial Group January 2013 - Present
Virtus Investment Partners January 2010 - May 2013
BMO Financial Group July 2011 - January 2013
BMO Financial Group February 2010 - July 2011
BMO Financial Group April 2009 - March 2010
BMO Financial Group July 2007 - January 2010
Monitor Group 1997 - June 2007
Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Wealth Management, Mutual Funds, Banking, Strategic Planning, Investment Management, Insurance, Integration, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 1998
MBA
Queen's University 1987 — 1990
Honors BA, Economics
Michael Angerthal's Virtus Investment Partners Experience 2008 - Present
Job Chief Financial Officer at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners 2008 - Present
CBRE Realty Finance May 2005 - September 2008
GE Capital Real Estate 2002 - 2005
GE Capital 1999 - 2002
NBC 1996 - 1999
Coopers & Lybrand 1989 - 1996
Skills
Asset Managment, Financial Modeling, Investments, Financial Analysis, Cash Management, Alternative Investments, Private Equity, Valuation, Due Diligence, Equities, Risk Management, Portfolio Management, Capital Markets, Corporate Finance, SEC filings
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Corporate Finance
Pace University-Pleasantville/Briarcliff Campus 1985 — 1989
BBA, Accounting
Virtus Investment Partners 2008 - Present
CBRE Realty Finance May 2005 - September 2008
GE Capital Real Estate 2002 - 2005
GE Capital 1999 - 2002
NBC 1996 - 1999
Coopers & Lybrand 1989 - 1996
Skills
Asset Managment, Financial Modeling, Investments, Financial Analysis, Cash Management, Alternative Investments, Private Equity, Valuation, Due Diligence, Equities, Risk Management, Portfolio Management, Capital Markets, Corporate Finance, SEC filings
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Corporate Finance
Pace University-Pleasantville/Briarcliff Campus 1985 — 1989
BBA, Accounting
Steven Pavlovic's Virtus Investment Partners Experience 2002 - 2005
Job Internal Advisor Consultant
Industry Financial Services
Experience
PIMCO February 2012 - Present
AllianceBernstein June 2005 - February 2012
Citigroup Alternative Investments March 2005 - June 2005
Virtus Investment Partners 2002 - 2005
Skills
Series 7, Series 63, Retirement Planning, Investments, Separately Managed..., Wealth Management, Equities, Asset Managment, Mutual Funds, Bloomberg, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Securities
Education
Manhattan College 1991 — 1995
BS, Finance
PIMCO February 2012 - Present
AllianceBernstein June 2005 - February 2012
Citigroup Alternative Investments March 2005 - June 2005
Virtus Investment Partners 2002 - 2005
Skills
Series 7, Series 63, Retirement Planning, Investments, Separately Managed..., Wealth Management, Equities, Asset Managment, Mutual Funds, Bloomberg, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Securities
Education
Manhattan College 1991 — 1995
BS, Finance
Greg Pierce's Virtus Investment Partners Experience December 2014 - Present
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners December 2014 - Present
Sentinel Investments August 2011 - November 2014
Sentinel Investments January 2005 - July 2011
Sentinel Investments January 2004 - January 2005
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 6, Risk Management, Securities, Building Relationships, FINRA, 401k, Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Morningstar, Zephyr Style Advisor, Portfolio Management, Series 26, New Business Development, Series 7
Education
Plymouth State University 1994 — 1999
Bachelors Degree
Spaulding High School
Diploma
Virtus Investment Partners December 2014 - Present
Sentinel Investments August 2011 - November 2014
Sentinel Investments January 2005 - July 2011
Sentinel Investments January 2004 - January 2005
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 6, Risk Management, Securities, Building Relationships, FINRA, 401k, Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Morningstar, Zephyr Style Advisor, Portfolio Management, Series 26, New Business Development, Series 7
Education
Plymouth State University 1994 — 1999
Bachelors Degree
Spaulding High School
Diploma
Rob Kenyon's Virtus Investment Partners Experience July 2012 - Present
Job Managing Director, Business Development at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners July 2012 - Present
Kenyon Consulting, LLC November 2008 - July 2012
Nuveen Investments October 1999 - November 2008
Nuveen Investments January 2001 - November 2001
Nuveen Investments June 2000 - January 2001
Nuveen Investments October 1999 - June 2000
Skills
Series 7, Mutual Funds, Closed-end Funds, Securities, Asset Management, Investments, Investment Strategies, Funding, Separately Managed..., Fixed Income, Equities, Financial Markets, Capital Markets, Bonds, Wholesaling, Series 63, Banking, Product Development, Marketing Strategy, Asset Managment, Financial Advisory, Financial Services, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Investment Banking, Hedge Funds, Wealth Management, Portfolio Management, Series 24, Trading, Bloomberg, Private Equity, FINRA, Investor Relations, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII, Securities Industry Institute
Drew University 1990 — 1994
Bachelor of Science , Political Science
Virtus Investment Partners July 2012 - Present
Kenyon Consulting, LLC November 2008 - July 2012
Nuveen Investments October 1999 - November 2008
Nuveen Investments January 2001 - November 2001
Nuveen Investments June 2000 - January 2001
Nuveen Investments October 1999 - June 2000
Skills
Series 7, Mutual Funds, Closed-end Funds, Securities, Asset Management, Investments, Investment Strategies, Funding, Separately Managed..., Fixed Income, Equities, Financial Markets, Capital Markets, Bonds, Wholesaling, Series 63, Banking, Product Development, Marketing Strategy, Asset Managment, Financial Advisory, Financial Services, Alternative Investments, Asset Allocation, Investment Management, Investment Advisory, Investment Banking, Hedge Funds, Wealth Management, Portfolio Management, Series 24, Trading, Bloomberg, Private Equity, FINRA, Investor Relations, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII, Securities Industry Institute
Drew University 1990 — 1994
Bachelor of Science , Political Science
Joe Cotoia, CFA's Virtus Investment Partners Experience November 2011 - Present
Job Senior Product Manager at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2011 - Present
Conning Asset Management July 2004 - February 2011
Citigroup July 2000 - July 2004
Travelers Life & Annuity July 1998 - July 2000
Skills
Fixed Income, Portfolio Management, Series 7, Asset Managment, Securities, Asset Allocation, Bloomberg, Trading, Investments, Bonds, Equities, Alternative Investments, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Mutual Funds, Risk Management, Capital Markets, High Yield, Asset Management, Corporate Finance, Fixed Annuities, Credit Analysis, Finance, Derivatives, Investment Management, Pensions, FINRA, Investment Advisory, ALM, Series 63, FX Options, Financial Analysis, VBA, Due Diligence, Strategic Financial..., Retirement, Market Risk, Retirement Planning, Hedging, Credit, Structured Products, Financial Risk, Private Equity, Financial Markets, MBS, Credit Risk, Insurance, Financial Services
Education
University of Hartford 1994 — 1998
BS, Actuarial Science
Bishop Hendricken High School 1990 — 1994
Virtus Investment Partners November 2011 - Present
Conning Asset Management July 2004 - February 2011
Citigroup July 2000 - July 2004
Travelers Life & Annuity July 1998 - July 2000
Skills
Fixed Income, Portfolio Management, Series 7, Asset Managment, Securities, Asset Allocation, Bloomberg, Trading, Investments, Bonds, Equities, Alternative Investments, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Mutual Funds, Risk Management, Capital Markets, High Yield, Asset Management, Corporate Finance, Fixed Annuities, Credit Analysis, Finance, Derivatives, Investment Management, Pensions, FINRA, Investment Advisory, ALM, Series 63, FX Options, Financial Analysis, VBA, Due Diligence, Strategic Financial..., Retirement, Market Risk, Retirement Planning, Hedging, Credit, Structured Products, Financial Risk, Private Equity, Financial Markets, MBS, Credit Risk, Insurance, Financial Services
Education
University of Hartford 1994 — 1998
BS, Actuarial Science
Bishop Hendricken High School 1990 — 1994
Swati S Donde's Virtus Investment Partners Experience January 2013 - Present
Job Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2013 - Present
Sikorsky Aircraft October 2012 - December 2012
Fiserv, CheckFreePay July 2011 - December 2011
Conning Asset Management February 2008 - February 2011
CIGNA January 2003 - February 2008
Skills
Risk Management, Quality Assurance, Business Analysis, Software Documentation, Finance, Access, Management Consulting, QA, Software Project..., Database Design, Asset Managment, Project Management, Visio, Team Leadership, Entity Framework, Open XML, Microsoft SQL Server, SOA, WCF Services, SharePoint, ASP.NET, VB.NET, Vendor Management, SDLC, Asset Management
Education
School of Planning and Architecture 1979 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Virtus Investment Partners January 2013 - Present
Sikorsky Aircraft October 2012 - December 2012
Fiserv, CheckFreePay July 2011 - December 2011
Conning Asset Management February 2008 - February 2011
CIGNA January 2003 - February 2008
Skills
Risk Management, Quality Assurance, Business Analysis, Software Documentation, Finance, Access, Management Consulting, QA, Software Project..., Database Design, Asset Managment, Project Management, Visio, Team Leadership, Entity Framework, Open XML, Microsoft SQL Server, SOA, WCF Services, SharePoint, ASP.NET, VB.NET, Vendor Management, SDLC, Asset Management
Education
School of Planning and Architecture 1979 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Kenneth Scigulinsky's Virtus Investment Partners Experience February 2008 - Present
Job Manager Internal Sales
Industry Financial Services
Experience
Virtus Investment Partners February 2008 - Present
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Kelly Financial Group LLC June 2003 - February 2008
IBM Global Services September 1996 - June 2003
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Asset Allocation, Financial Services, Asset Management, Investment Advisory, Finance, Separately Managed..., Risk Management, FINRA, Series 24, Wealth Management, Equities, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1985 — 1989
1989, Finance, General
Virtus Investment Partners February 2008 - Present
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Virtus Investment Partners 2008 - 2011
Kelly Financial Group LLC June 2003 - February 2008
IBM Global Services September 1996 - June 2003
Skills
Mutual Funds, Series 7, Investments, Asset Managment, Asset Allocation, Financial Services, Asset Management, Investment Advisory, Finance, Separately Managed..., Risk Management, FINRA, Series 24, Wealth Management, Equities, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1985 — 1989
1989, Finance, General
Grant Zimmerman's Virtus Investment Partners Experience August 2015 - Present
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Sarah Clark's Virtus Investment Partners Experience December 2014 - March 2015
Job Elections Officer, CT State Elections Enforcement Commission
Industry Government Administration
Experience
Virtus Investment Partners December 2014 - March 2015
Tim Herbst for State Treasurer July 2014 - November 2014
East Haddam Board of Education January 2013 - July 2014
Republican National Committee July 2012 - January 2013
Connecticut General Assembly December 2010 - July 2012
Connecticut Republicans April 2009 - December 2010
Connecticut General Assembly January 2009 - March 2009
Christopher Shays for Congress January 2008 - November 2008
Office of the Governor December 2006 - January 2008
Jodi Rell '06, Gubernatorial Reelection Campaign June 2006 - December 2006
Skills
Politics, Public Policy, Political Consulting, Government, Strategy, Political Campaigns, Legislative Relations, Legislation, Community Outreach, Public Speaking, Grassroots Organizing, Coalitions, Political Communication, Fundraising, Strategic Communications, Political Management, Nonprofits, Policy Analysis, Political Science, Public Affairs, Legal Writing
Education
University of Connecticut 2002 — 2006
BA, Political Science
Virtus Investment Partners December 2014 - March 2015
Tim Herbst for State Treasurer July 2014 - November 2014
East Haddam Board of Education January 2013 - July 2014
Republican National Committee July 2012 - January 2013
Connecticut General Assembly December 2010 - July 2012
Connecticut Republicans April 2009 - December 2010
Connecticut General Assembly January 2009 - March 2009
Christopher Shays for Congress January 2008 - November 2008
Office of the Governor December 2006 - January 2008
Jodi Rell '06, Gubernatorial Reelection Campaign June 2006 - December 2006
Skills
Politics, Public Policy, Political Consulting, Government, Strategy, Political Campaigns, Legislative Relations, Legislation, Community Outreach, Public Speaking, Grassroots Organizing, Coalitions, Political Communication, Fundraising, Strategic Communications, Political Management, Nonprofits, Policy Analysis, Political Science, Public Affairs, Legal Writing
Education
University of Connecticut 2002 — 2006
BA, Political Science
Chet Persaud's Virtus Investment Partners Experience March 2014 - Present
Job CCO of Virtus Alternative Investment Advisers and Cliffwater Investments LLC
Industry Financial Services
Experience
Virtus Investment Partners March 2014 - Present
UBS Global Asset Management September 1998 - March 2014
Morgan Stanley Investment Management September 1995 - September 1998
US Securities and Exchange Commission September 1989 - September 1995
Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance & Economics
Virtus Investment Partners March 2014 - Present
UBS Global Asset Management September 1998 - March 2014
Morgan Stanley Investment Management September 1995 - September 1998
US Securities and Exchange Commission September 1989 - September 1995
Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance & Economics
Nate Hollingsworth's Virtus Investment Partners Experience March 2006 - June 2009
Job Personal Trainer/ Endurance Sports Coach , N8 Athletic
Industry Sports
Experience
N8 Athletic December 2010 - Present
Virtus Investment Partners March 2006 - June 2009
Skills
Personal Training, Functional Training, Endurance, Coaching
Education
California State University-San Marcos - College of Business Administration 1994 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ramona High School 1984 — 1989
N8 Athletic December 2010 - Present
Virtus Investment Partners March 2006 - June 2009
Skills
Personal Training, Functional Training, Endurance, Coaching
Education
California State University-San Marcos - College of Business Administration 1994 — 1996
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ramona High School 1984 — 1989
RJ Salerno's Virtus Investment Partners Experience January 2011 - June 2015
Job Financial Professional
Industry Financial Services
Experience
Hartfield Titus Donnelly June 2015 - Present
Virtus Investment Partners January 2011 - June 2015
Hartfield Titus Donnelly October 2000 - December 2010
Skills
Leadership, Sales Management, Mutual Funds, Series 7, Separately Managed..., Asset Management, Equities, Securities, Investment Strategies, Fixed Income, Bonds, Investments, Bloomberg, Trading, Capital Markets, FINRA, Investment Advisory, Managing Accounts, Institutional, Bloomberg Terminal, Institutional Sales, Closed-end Funds, Uniform Combined State..., Alternative Investments, Series 65, Asset Allocation, Hedge Funds, ETFs, Series 63
Education
Assumption College 1988 — 1992
Hartfield Titus Donnelly June 2015 - Present
Virtus Investment Partners January 2011 - June 2015
Hartfield Titus Donnelly October 2000 - December 2010
Skills
Leadership, Sales Management, Mutual Funds, Series 7, Separately Managed..., Asset Management, Equities, Securities, Investment Strategies, Fixed Income, Bonds, Investments, Bloomberg, Trading, Capital Markets, FINRA, Investment Advisory, Managing Accounts, Institutional, Bloomberg Terminal, Institutional Sales, Closed-end Funds, Uniform Combined State..., Alternative Investments, Series 65, Asset Allocation, Hedge Funds, ETFs, Series 63
Education
Assumption College 1988 — 1992
Melissa J. Phillips, PHR, SHRM-CP's Virtus Investment Partners Experience January 2010 - June 2010
Job HR Specialist at Ahlstrom
Industry Human Resources
Experience
Ahlstrom October 2010 - February 2015
Virtus Investment Partners January 2010 - June 2010
BASF Catalysts, LLC (formerly Engelhard) March 2006 - January 2008
Engelhard Corporation February 2002 - March 2006
Skills
HR Policies, Human Resources, Policy, Employment Law, Onboarding, Employee Relations, Deferred Compensation, HRIS, Change Management, Performance Management, Personnel Management, FMLA, Payroll, Talent Management, Employee Benefits, Teamwork, Employee Engagement, Management, Recruiting
Education
Central Connecticut State University
Management, Human Resources
Manchester Community College
Associate's, Administrative-Medical
Manchester Community College
Associate's, Media/Communications
South Windsor High School
Ahlstrom October 2010 - February 2015
Virtus Investment Partners January 2010 - June 2010
BASF Catalysts, LLC (formerly Engelhard) March 2006 - January 2008
Engelhard Corporation February 2002 - March 2006
Skills
HR Policies, Human Resources, Policy, Employment Law, Onboarding, Employee Relations, Deferred Compensation, HRIS, Change Management, Performance Management, Personnel Management, FMLA, Payroll, Talent Management, Employee Benefits, Teamwork, Employee Engagement, Management, Recruiting
Education
Central Connecticut State University
Management, Human Resources
Manchester Community College
Associate's, Administrative-Medical
Manchester Community College
Associate's, Media/Communications
South Windsor High School
Stacy Letz's Virtus Investment Partners Experience 2007 - 2012
Job Managing Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Colleen Zimmermann's Virtus Investment Partners Experience January 2011 - Present
Job VP Risk Management and Internal Audit at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2011 - Present
Pratt & Whitney April 2010 - January 2011
Axsys Technologies, Inc, A General Dynamics Company May 2006 - February 2010
Haggett Longobardi December 2004 - May 2006
Blum Shapiro December 2002 - December 2004
KPMG Audit June 2002 - December 2002
Arthur Andersen July 1992 - June 2002
Skills
Compliance, Internal Audit, Accounting, Audit, Auditing, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Analysis
Education
Bryant University 1988 — 1992
BS - Accounting, Accounting
Virtus Investment Partners January 2011 - Present
Pratt & Whitney April 2010 - January 2011
Axsys Technologies, Inc, A General Dynamics Company May 2006 - February 2010
Haggett Longobardi December 2004 - May 2006
Blum Shapiro December 2002 - December 2004
KPMG Audit June 2002 - December 2002
Arthur Andersen July 1992 - June 2002
Skills
Compliance, Internal Audit, Accounting, Audit, Auditing, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Analysis
Education
Bryant University 1988 — 1992
BS - Accounting, Accounting
Alida Whiteway's Virtus Investment Partners Experience February 2011 - Present
Job Human Resources Professional
Industry Financial Services
Experience
Virtus Investment Partners February 2011 - Present
HRACC 2010 - April 2011
360 Federal Credit Union November 2003 - July 2010
New Haven Savings Bank (New Alliance), New Haven, CT April 2002 - November 2003
LIMRA International 2001 - 2002
Webster Bank (New England Bank) 1991 - 1999
Skills
Recruitment/Retention, Employee Relations, Employee Development, Human Resources, Recruiting, Employee Engagement, Performance Management, Personnel Management, Deferred Compensation, Change Management, Succession Planning, Employee Training, HR Policies, Leadership, Interviews, Hiring
Education
Bay Path College 2001 — 2012
Virtus Investment Partners February 2011 - Present
HRACC 2010 - April 2011
360 Federal Credit Union November 2003 - July 2010
New Haven Savings Bank (New Alliance), New Haven, CT April 2002 - November 2003
LIMRA International 2001 - 2002
Webster Bank (New England Bank) 1991 - 1999
Skills
Recruitment/Retention, Employee Relations, Employee Development, Human Resources, Recruiting, Employee Engagement, Performance Management, Personnel Management, Deferred Compensation, Change Management, Succession Planning, Employee Training, HR Policies, Leadership, Interviews, Hiring
Education
Bay Path College 2001 — 2012
Glenn Cantwell's Virtus Investment Partners Experience October 2008 - Present
Job Business Systems Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Sam Austin's Virtus Investment Partners Experience 2003 - 2012
Job Senior Investment Management Sales Executive
Industry Investment Management
Experience
FIS Group October 2012 - Present
Virtus Investment Partners 2003 - 2012
Barclays Global Investors 1999 - 2002
Bankers Trust Company 1993 - 1999
Mitsui Trust & Banking 1991 - 1993
Bank of New York 1988 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Allocation, Fixed Income, Investments, Portfolio Management, Investment Strategies, Sales Management, Direct Sales, Solution Selling, Pipeline Management, Sales & Marketing..., Strategic Prospecting, Prospecting New Clients, Experienced Sales..., Customer-focused Sales, P&L Accountability, Articulate Communicator, Experienced Change Agent, Pensions, Asset Management, Investment Management, Bloomberg, Fund Of Funds, Institutional..., Securities, Investment Advisory, Wealth Management, Financial Services, Investor Relations, Income Statement, Private Equity, Capital Markets, Bonds, Trading
Education
Boston University
Master of Business Administration (MBA), Finance Concentration
FIS Group October 2012 - Present
Virtus Investment Partners 2003 - 2012
Barclays Global Investors 1999 - 2002
Bankers Trust Company 1993 - 1999
Mitsui Trust & Banking 1991 - 1993
Bank of New York 1988 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Allocation, Fixed Income, Investments, Portfolio Management, Investment Strategies, Sales Management, Direct Sales, Solution Selling, Pipeline Management, Sales & Marketing..., Strategic Prospecting, Prospecting New Clients, Experienced Sales..., Customer-focused Sales, P&L Accountability, Articulate Communicator, Experienced Change Agent, Pensions, Asset Management, Investment Management, Bloomberg, Fund Of Funds, Institutional..., Securities, Investment Advisory, Wealth Management, Financial Services, Investor Relations, Income Statement, Private Equity, Capital Markets, Bonds, Trading
Education
Boston University
Master of Business Administration (MBA), Finance Concentration
Tim Heaney, CFA's Virtus Investment Partners Experience January 2009 - Present
Job Sr. Portfolio Manager at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2009 - Present
Phoenix Investment Partners November 1992 - December 2008
Connecticut National Bank July 1990 - November 1992
Skills
Alternative Investments, Credit, Investments, Sales, Series 7, Asset Managment, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Securities, Bloomberg, Equities, Hedge Funds
Education
University of Connecticut 1988 — 1990
MBA, Finance
University of Connecticut 1983 — 1987
B.S., Marketing
Virtus Investment Partners January 2009 - Present
Phoenix Investment Partners November 1992 - December 2008
Connecticut National Bank July 1990 - November 1992
Skills
Alternative Investments, Credit, Investments, Sales, Series 7, Asset Managment, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Securities, Bloomberg, Equities, Hedge Funds
Education
University of Connecticut 1988 — 1990
MBA, Finance
University of Connecticut 1983 — 1987
B.S., Marketing
Margaret Czyz's Virtus Investment Partners Experience 2005 - 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
MC & Associates Consulting Group July 2011 - May 2012
Prudential Retirement August 2008 - July 2011
Virtus Investment Partners 2005 - 2008
Education
Mount Holyoke College
Plainville High School
TD Ameritrade May 2012 - Present
MC & Associates Consulting Group July 2011 - May 2012
Prudential Retirement August 2008 - July 2011
Virtus Investment Partners 2005 - 2008
Education
Mount Holyoke College
Plainville High School
Brigid Nessing's Virtus Investment Partners Experience November 2012 - Present
Job Mutual Fund Administrative. Analyst, Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2012 - Present
NewAlliance Investments, New Haven, CT 2009 - 2011
Phoenix Investment Partners, Ltd. 1998 - 2008
Phoenix Investments Partners, Ltd. 1997 - 1998
Phoenix Investments Partners, Ltd. 1995 - 1997
Northeast Savings, F.A. 1989 - 1994
Northeast Savings, F.A. 1988 - 1989
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, Mutual Funds, GAAP, General Ledger, Finance, Management, Financial Analysis
Education
The University of Connecticut
Accounting
Virtus Investment Partners November 2012 - Present
NewAlliance Investments, New Haven, CT 2009 - 2011
Phoenix Investment Partners, Ltd. 1998 - 2008
Phoenix Investments Partners, Ltd. 1997 - 1998
Phoenix Investments Partners, Ltd. 1995 - 1997
Northeast Savings, F.A. 1989 - 1994
Northeast Savings, F.A. 1988 - 1989
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, Mutual Funds, GAAP, General Ledger, Finance, Management, Financial Analysis
Education
The University of Connecticut
Accounting
Gary Lanzafama's Virtus Investment Partners Experience February 1992 - Present
Job Sales Information Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Virtus Investment Partners February 1992 - Present
Phoenix Investment Partners 1992 - 2008
The Phoenix Companies 1992 - 2008
Skills
CRM, Microsoft Office, VBA, Sales Reporting, Series 7, Investments, Separately Managed..., Mutual Funds, Sales Management, Series 63, ETFs, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Connecticut 1982 — 1986
B.A, Poilitical Science
Thomas Franco's Virtus Investment Partners Experience April 2015 - Present
Job Managing Director, Divisional Sales Manager at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2015 - Present
UBS Global Asset Management January 2012 - April 2015
UBS Global Asset Management January 2009 - January 2012
UBS Global Asset Management January 2005 - January 2009
Phoenix Investment Partners March 1999 - December 2001
Zweig Mutual Funds October 1996 - March 1999
Skills
Managed Accounts, Series 63, Mutual Funds, Series 7, Alternative Investments, Series 24, Offshore Funds
Education
State University of New York College at Oswego 1990 — 1994
BS
Virtus Investment Partners April 2015 - Present
UBS Global Asset Management January 2012 - April 2015
UBS Global Asset Management January 2009 - January 2012
UBS Global Asset Management January 2005 - January 2009
Phoenix Investment Partners March 1999 - December 2001
Zweig Mutual Funds October 1996 - March 1999
Skills
Managed Accounts, Series 63, Mutual Funds, Series 7, Alternative Investments, Series 24, Offshore Funds
Education
State University of New York College at Oswego 1990 — 1994
BS
David Hanley, CPA, CFA's Virtus Investment Partners Experience November 2007 - Present
Job Vice President, FP&A, Treasury and Affiliate Support Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners November 2007 - Present
The Hartford December 2003 - November 2007
PricewaterhouseCoopers June 2000 - December 2003
Skills
Asset Management, Long Range Planning, Financial Modeling, Investor Relations, Corporate Finance, Accounting, Financial Planning, Mutual Funds, Capital Budgeting, Investments, Financial Analysis, Strategic Financial...
Education
University of Richmond - Robins School of Business 1996 — 2000
Bachelor of Science in Business Administration, Accounting
Virtus Investment Partners November 2007 - Present
The Hartford December 2003 - November 2007
PricewaterhouseCoopers June 2000 - December 2003
Skills
Asset Management, Long Range Planning, Financial Modeling, Investor Relations, Corporate Finance, Accounting, Financial Planning, Mutual Funds, Capital Budgeting, Investments, Financial Analysis, Strategic Financial...
Education
University of Richmond - Robins School of Business 1996 — 2000
Bachelor of Science in Business Administration, Accounting
Scott Hogan, CPA, CFA's Virtus Investment Partners Experience June 2011 - Present
Job AVP, Financial Planning & Analysis at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners June 2011 - Present
Hartford Investment Management June 2008 - June 2011
Deloitte & Touche, LLP August 2004 - May 2007
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Credit, Capital Markets, Investments, Auditing, Fixed Income, Asset Management, Valuation, Financial Reporting, Mutual Funds, Accounting, Strategic Financial..., Scenario Analysis
Education
The University of Connecticut
Bachelors, Business - Accounting
Virtus Investment Partners June 2011 - Present
Hartford Investment Management June 2008 - June 2011
Deloitte & Touche, LLP August 2004 - May 2007
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Credit, Capital Markets, Investments, Auditing, Fixed Income, Asset Management, Valuation, Financial Reporting, Mutual Funds, Accounting, Strategic Financial..., Scenario Analysis
Education
The University of Connecticut
Bachelors, Business - Accounting
Bridget Connell DeCorte's Virtus Investment Partners Experience June 2010 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Virtus Investment Partners June 2010 - Present
Webster Bank 2004 - 2009
Webster Bank 2003 - 2004
Webster Bank 2002 - 2003
Cablevision 2001 - 2002
Impact Personnel 2000 - 2001
Randstad 1998 - 2000
Skills
Talent Acquisition, HRIS, Human Resources, Employee Relations, Employee Benefits, Management, Personnel Management, Benefits Administration, Temporary Placement, Onboarding, Recruiting, Deferred Compensation, Interviews
Education
Syracuse University 1990 — 1994
B.S., Speech Communication
Virtus Investment Partners June 2010 - Present
Webster Bank 2004 - 2009
Webster Bank 2003 - 2004
Webster Bank 2002 - 2003
Cablevision 2001 - 2002
Impact Personnel 2000 - 2001
Randstad 1998 - 2000
Skills
Talent Acquisition, HRIS, Human Resources, Employee Relations, Employee Benefits, Management, Personnel Management, Benefits Administration, Temporary Placement, Onboarding, Recruiting, Deferred Compensation, Interviews
Education
Syracuse University 1990 — 1994
B.S., Speech Communication
Connie Noiva's Virtus Investment Partners Experience November 2008 - Present
Job VP Information Technology at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners November 2008 - Present
The Phoenix Companies 1998 - 2008
CIGNA 1997 - 1998
Aetna 1980 - 1996
Skills
Vendor Management, Disaster Recovery, Risk Management, Process Improvement, SDLC, Program Management, IT Service Management, Requirements Gathering, Enterprise Architecture, Information Technology, Business Analysis, Integration, PMP, IT Management, IT Strategy
Education
University of Connecticut 1975 — 1980
BS, Math
Virtus Investment Partners November 2008 - Present
The Phoenix Companies 1998 - 2008
CIGNA 1997 - 1998
Aetna 1980 - 1996
Skills
Vendor Management, Disaster Recovery, Risk Management, Process Improvement, SDLC, Program Management, IT Service Management, Requirements Gathering, Enterprise Architecture, Information Technology, Business Analysis, Integration, PMP, IT Management, IT Strategy
Education
University of Connecticut 1975 — 1980
BS, Math
Stephanie Benton's Virtus Investment Partners Experience December 2010 - February 2015
Job 1940 Act Sr. Legal Special
Industry Financial Services
Experience
Legg Mason February 2015 - Present
Virtus Investment Partners December 2010 - February 2015
State Street Corp September 2007 - November 2010
Mass Mutual November 2005 - May 2007
Aetna Life Insurance Company March 2002 - December 2004
Aetna Inc July 1999 - March 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Insurance, Investments, Financial Services, Investment Advisory, Legal Assistance
Education
Bay Path University
Certificate & Associate, Legal Studies
Western New England University
Bachelor of Arts, Sociology
Legg Mason February 2015 - Present
Virtus Investment Partners December 2010 - February 2015
State Street Corp September 2007 - November 2010
Mass Mutual November 2005 - May 2007
Aetna Life Insurance Company March 2002 - December 2004
Aetna Inc July 1999 - March 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Insurance, Investments, Financial Services, Investment Advisory, Legal Assistance
Education
Bay Path University
Certificate & Associate, Legal Studies
Western New England University
Bachelor of Arts, Sociology
Karen Frantz's Virtus Investment Partners Experience November 2008 - Present
Job Sales Support at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners November 2008 - Present
Phoenix Insurance Company November 1992 - November 2008
The Phoenix Companies 1992 - 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Fixed Annuities
Education
Springfield Technical Community College
Computer Science
Virtus Investment Partners November 2008 - Present
Phoenix Insurance Company November 1992 - November 2008
The Phoenix Companies 1992 - 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Fixed Annuities
Education
Springfield Technical Community College
Computer Science
Sharon Bray Chaffee's Virtus Investment Partners Experience May 2011 - Present
Job Senior Financial Writer at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
Virtus Investment Partners May 2011 - Present
Self-employed June 2009 - May 2011
The Phoenix Companies January 2002 - June 2009
Phoenix Investment Partners April 1996 - January 2002
Skills
Corporate Communications, Mutual Funds, Copywriting
Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts, magna cum laude, American Studies
University of Connecticut 1988 — 1989
Crystal Kwok, CFA's Virtus Investment Partners Experience March 2007 - October 2011
Job VP, Senior Institutional Sales Representative, Federated Investors
Industry Investment Management
Experience
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Federated Investors July 2014 - Present
Wentworth, Hauser and Violich November 2011 - March 2013
Virtus Investment Partners March 2007 - October 2011
Barclays Global Investors April 2005 - March 2007
Fuller & Thaler Asset Managment December 1997 - August 2004
Skills
Asset Allocation, Asset Managment, Business Development, Investments, Asset Management, Portfolio Management, Equities, Finance, Investment Strategies, Alternative Investments, Relationship Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Fixed Income
Education
University of California, Berkeley
MBA, Finance
University of California, Berkeley
BS, Finance
Thomas Oplanic's Virtus Investment Partners Experience August 2001 - Present
Job Senior Operations Analyst at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2001 - Present
Zurich Scudder Investments March 2000 - August 2001
Ennis Knupp & Associates September 1998 - March 2000
Skills
Bloomberg, Mutual Funds, Investments, Account Reconciliation, Investment Management, Budgets, Internal Audit, Corporate Actions, Equities, Fixed Income, Asset Management, Securities, Asset Allocation, Financial Modeling
Education
DePaul University 1992 — 1996
Bachelors, Finance
Virtus Investment Partners August 2001 - Present
Zurich Scudder Investments March 2000 - August 2001
Ennis Knupp & Associates September 1998 - March 2000
Skills
Bloomberg, Mutual Funds, Investments, Account Reconciliation, Investment Management, Budgets, Internal Audit, Corporate Actions, Equities, Fixed Income, Asset Management, Securities, Asset Allocation, Financial Modeling
Education
DePaul University 1992 — 1996
Bachelors, Finance
John McCormack's Virtus Investment Partners Experience April 2010 - Present
Job National Sales Manager
Industry Financial Services
Experience
Virtus Investment Partners April 2010 - Present
Virtus Investment Partners November 2009 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - January 2010
Phoenix Investment Partners 1991 - 2008
Education
Merrimack College 1974 — 1978
BA, Economics
Virtus Investment Partners April 2010 - Present
Virtus Investment Partners November 2009 - August 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - January 2010
Phoenix Investment Partners 1991 - 2008
Education
Merrimack College 1974 — 1978
BA, Economics
Janet Kalwat's Virtus Investment Partners Experience February 2014 - Present
Job Consultant/Financial Writer at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Virtus Investment Partners February 2014 - Present
Conning May 2012 - December 2013
Capital Position Ventures, LLC September 2011 - May 2012
Evaluation Associates July 2005 - November 2010
TimesSquare Capital Management LLC November 1998 - January 2005
Independent Project Work 1995 - 1998
Evaluation Associates 1987 - 1995
Skills
Equities, Investments, Asset Management, Investment Management, Fund Of Funds, Hedge Funds, Strategy, Fixed Income, Emerging Markets, Portfolio Management, Financial Services, Institutional...
Education
Princeton University 1977 — 1983
MA, Ph.D., Demography
The University of Chicago 1975 — 1977
MA, Demography
Danielle Vasilakos's Virtus Investment Partners Experience March 2014 - Present
Job Internal Audit Manager at Virtus Investment Partners
Industry Accounting
Experience
Virtus Investment Partners March 2014 - Present
Virtus Investment Partners May 2010 - March 2014
Robert Half Finance & Accounting January 2010 - March 2014
PricewaterhouseCoopers October 2002 - January 2010
Education
The University of Connecticut School of Business 2001 — 2002
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Accounting
Syracuse University
Virtus Investment Partners March 2014 - Present
Virtus Investment Partners May 2010 - March 2014
Robert Half Finance & Accounting January 2010 - March 2014
PricewaterhouseCoopers October 2002 - January 2010
Education
The University of Connecticut School of Business 2001 — 2002
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Accounting
Syracuse University
Paul Cahill's Virtus Investment Partners Experience April 2007 - Present
Job National Sales Director Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2007 - Present
Allianz Global Investors August 1997 - April 2007
PIMCO Advisors 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Asset Management
Education
Southern Connecticut State University 1991 — 1995
BS, Journalism/Communications
Virtus Investment Partners April 2007 - Present
Allianz Global Investors August 1997 - April 2007
PIMCO Advisors 1997 - 2007
Skills
Asset Allocation, Alternative Investments, Asset Management
Education
Southern Connecticut State University 1991 — 1995
BS, Journalism/Communications
Kennisha Flewellen's Virtus Investment Partners Experience May 2015 - Present
Job Regional Sales Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners May 2015 - Present
Prudential Life insurance Company of America April 2014 - May 2015
MetLife March 2007 - February 2014
Travelers Life & Annuity May 2004 - March 2007
Savings Bank of Manchester March 2004 - May 2004
Savings Bank of Manchester August 2002 - March 2004
Skills
Financial Services, Building Relationships, Relationship Management, Inside Sales, Sales, Territory..., Mutual Funds, Outstanding..., Driven By Results, Sales Support, Wholesale, Cross Selling, Leadership, Account Management, Highly Ambitious, Superior Work Ethic, Multitasking Skills, Business Networking, Problem Solving, Organization Skills, Time Management, Variable Annuities, Fixed Annuities, Customer Service, Insurance, Call Centers, Retirement, Microsoft Office, Highly detail oriented, Retail, Banking, Mentoring, Retirement Solutions, Sales Presentations, Virtual Hosting, Staff Supervision, iContact, Efficent, ATMs, Opening New Accounts, Teller Operations, Dependable Team Player, Bank Operations, immediate annuities, Individual Life, Life Insurance, Term Life Insurance
Education
Goodwin College
Bachelor’s Degree
Manchester Community College 2000 — 2002
Social Services
Capital Community College 1998 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Virtus Investment Partners May 2015 - Present
Prudential Life insurance Company of America April 2014 - May 2015
MetLife March 2007 - February 2014
Travelers Life & Annuity May 2004 - March 2007
Savings Bank of Manchester March 2004 - May 2004
Savings Bank of Manchester August 2002 - March 2004
Skills
Financial Services, Building Relationships, Relationship Management, Inside Sales, Sales, Territory..., Mutual Funds, Outstanding..., Driven By Results, Sales Support, Wholesale, Cross Selling, Leadership, Account Management, Highly Ambitious, Superior Work Ethic, Multitasking Skills, Business Networking, Problem Solving, Organization Skills, Time Management, Variable Annuities, Fixed Annuities, Customer Service, Insurance, Call Centers, Retirement, Microsoft Office, Highly detail oriented, Retail, Banking, Mentoring, Retirement Solutions, Sales Presentations, Virtual Hosting, Staff Supervision, iContact, Efficent, ATMs, Opening New Accounts, Teller Operations, Dependable Team Player, Bank Operations, immediate annuities, Individual Life, Life Insurance, Term Life Insurance
Education
Goodwin College
Bachelor’s Degree
Manchester Community College 2000 — 2002
Social Services
Capital Community College 1998 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Joseph Guenther, Jr.'s Virtus Investment Partners Experience February 2004 - Present
Job Director, Performance & Analytics at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners February 2004 - Present
Virtus Investment Partners June 1998 - January 2004
Virtus Investment Partners July 1997 - May 1998
Virtus Investment Partners July 1996 - June 1997
Skills
Equities, Asset Managment, Mutual Funds, Investments, Financial Analysis, Series 7, Microsoft Excel, Series 63, Competitive Analysis
Education
University of Hartford 1996 — 1999
MBA, Finance
University of Hartford 1992 — 1996
BSBA, Accounting
Virtus Investment Partners February 2004 - Present
Virtus Investment Partners June 1998 - January 2004
Virtus Investment Partners July 1997 - May 1998
Virtus Investment Partners July 1996 - June 1997
Skills
Equities, Asset Managment, Mutual Funds, Investments, Financial Analysis, Series 7, Microsoft Excel, Series 63, Competitive Analysis
Education
University of Hartford 1996 — 1999
MBA, Finance
University of Hartford 1992 — 1996
BSBA, Accounting
Mike Sollicito's Virtus Investment Partners Experience January 2010 - March 2013
Job Chief Operating Officer & Portfolio Specialist at Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management March 2013 - Present
Virtus Investment Partners January 2010 - March 2013
Virtus Investment Partners August 2007 - December 2009
Phoenix Investment Partners October 2005 - August 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Series 24, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Securities, ETFs
Education
The University of Connecticut 1990 — 1995
Bachelor of Arts (B.A.), Economics
Newfleet Asset Management March 2013 - Present
Virtus Investment Partners January 2010 - March 2013
Virtus Investment Partners August 2007 - December 2009
Phoenix Investment Partners October 2005 - August 2007
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Series 24, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Securities, ETFs
Education
The University of Connecticut 1990 — 1995
Bachelor of Arts (B.A.), Economics
Dan Chambers, CIMA®'s Virtus Investment Partners Experience October 2006 - July 2008
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Margaret Salovski's Virtus Investment Partners Experience October 2006 - April 2013
Job Financial Accounting Professional
Industry Insurance
Experience
Aspen Re November 2014 - Present
Virtus Investment Partners October 2006 - April 2013
UnitedHealth Group August 2005 - October 2006
ESPN June 1989 - August 2004
Skills
Financial Analysis, Asset Management, Accounting, Internal Audit, General Ledger, Accounts Receivable, Financial Accounting, Budgets, Sarbanes-Oxley Act, Risk Management, Access, Valuation, Financial Modeling, Financial Services, Investments, Insurance, Year-end Close, Strategic Financial..., Cash Management, Forecasting, Business Analysis, SEC filings, Corporate Finance, Process Improvement, Financial Reporting, Auditing, Revenue Recognition, Account Reconciliation, Accruals, Sarbanes-Oxley, Monthly Close, Journal Entries, Consolidated Financial..., Balance Sheet, Accounts Payable, Bank Reconciliation, Internal Controls, Variance Analysis, Finance, PeopleSoft, Microsoft Excel
Education
University of Hartford
Bachelor of Science (BS), Accounting
Aspen Re November 2014 - Present
Virtus Investment Partners October 2006 - April 2013
UnitedHealth Group August 2005 - October 2006
ESPN June 1989 - August 2004
Skills
Financial Analysis, Asset Management, Accounting, Internal Audit, General Ledger, Accounts Receivable, Financial Accounting, Budgets, Sarbanes-Oxley Act, Risk Management, Access, Valuation, Financial Modeling, Financial Services, Investments, Insurance, Year-end Close, Strategic Financial..., Cash Management, Forecasting, Business Analysis, SEC filings, Corporate Finance, Process Improvement, Financial Reporting, Auditing, Revenue Recognition, Account Reconciliation, Accruals, Sarbanes-Oxley, Monthly Close, Journal Entries, Consolidated Financial..., Balance Sheet, Accounts Payable, Bank Reconciliation, Internal Controls, Variance Analysis, Finance, PeopleSoft, Microsoft Excel
Education
University of Hartford
Bachelor of Science (BS), Accounting
Jim Sena's Virtus Investment Partners Experience April 2015 - Present
Job Chief Compliance Officer Euclid, Zweig & Newfound at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners April 2015 - Present
Hartford Investment Management October 2011 - April 2015
Alpha Equity Management February 2009 - June 2011
ING Investment Management January 1998 - January 2009
Skills
Portfolio Management, Bloomberg, Investments, Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities, Derivatives, Trading, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Bonds, Asset Managment
Education
Central Connecticut State University
BS, Finance
Virtus Investment Partners April 2015 - Present
Hartford Investment Management October 2011 - April 2015
Alpha Equity Management February 2009 - June 2011
ING Investment Management January 1998 - January 2009
Skills
Portfolio Management, Bloomberg, Investments, Asset Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities, Derivatives, Trading, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Bonds, Asset Managment
Education
Central Connecticut State University
BS, Finance
Christopher Galletta, CPA's Virtus Investment Partners Experience October 2011 - Present
Job
Industry Accounting
Experience
Virtus Investment Partners October 2011 - Present
TransAct Technologies October 2007 - October 2011
TransAct Technologies June 2005 - October 2007
PricewaterhouseCoopers August 2003 - May 2005
PricewaterhouseCoopers September 2001 - August 2003
Skills
SEC reporting, Budgeting, Forecasting, Consolidation, Cash Management, XBRL, EDGAR, Sales Tax, Auditing, GAAP, Use Tax, Franchise Tax, Year-end Close, Monthly Close, G/L Reconciliations, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Process Improvement, General Ledger, Oracle E-Business Suite, Accounts Payable, US GAAP, SEC filings, Revenue Recognition, Sarbanes-Oxley, Financial Statements, Corporate Finance, CPA, Internal Audit, External Audit, Technical Accounting..., Tax Accounting, Financial Accounting, Variance Analysis, Financial Audits, Big 4, SOX 404, Cash Flow, SEC Financial Reporting, Assurance, SEC Filings
Education
Hofstra University 1996 — 2000
BBA, Accounting
Sachem High School 1992 — 1996
High School Diploma
Virtus Investment Partners October 2011 - Present
TransAct Technologies October 2007 - October 2011
TransAct Technologies June 2005 - October 2007
PricewaterhouseCoopers August 2003 - May 2005
PricewaterhouseCoopers September 2001 - August 2003
Skills
SEC reporting, Budgeting, Forecasting, Consolidation, Cash Management, XBRL, EDGAR, Sales Tax, Auditing, GAAP, Use Tax, Franchise Tax, Year-end Close, Monthly Close, G/L Reconciliations, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Process Improvement, General Ledger, Oracle E-Business Suite, Accounts Payable, US GAAP, SEC filings, Revenue Recognition, Sarbanes-Oxley, Financial Statements, Corporate Finance, CPA, Internal Audit, External Audit, Technical Accounting..., Tax Accounting, Financial Accounting, Variance Analysis, Financial Audits, Big 4, SOX 404, Cash Flow, SEC Financial Reporting, Assurance, SEC Filings
Education
Hofstra University 1996 — 2000
BBA, Accounting
Sachem High School 1992 — 1996
High School Diploma
L. Kevin Burke Jr.'s Virtus Investment Partners Experience May 2013 - Present
Job Pricing Analyst at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners May 2013 - Present
JPMorgan Chase August 2007 - May 2013
Skills
Fund Accounting, Fixed Income, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg
Education
Boston College 2000 — 2004
B.S, Finance
Virtus Investment Partners May 2013 - Present
JPMorgan Chase August 2007 - May 2013
Skills
Fund Accounting, Fixed Income, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg
Education
Boston College 2000 — 2004
B.S, Finance
Dan Lodge's Virtus Investment Partners Experience July 1994 - Present
Job VP Product Development at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners July 1994 - Present
Education
University of Hartford
Masters, Business
Virtus Investment Partners July 1994 - Present
Education
University of Hartford
Masters, Business
Robert Karim's Virtus Investment Partners Experience March 2013 - Present
Job Compliance Administrator at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners March 2013 - Present
Bank of America November 2010 - March 2013
Bank of America February 2006 - November 2010
Sargent Manufacturing September 2002 - March 2006
Ames Department Stores June 2001 - September 2002
Skills
Credit Analysis, Underwriting, Financial Analysis, Microsoft Excel, Management, Credit, Finance, Banking, Microsoft Word, Excel, SQL, Word, Software Documentation, Regulatory Compliance
Education
New England College of Business 2009 — 2011
Master of Science, Finance
New England College of Business 2009 — 2011
Masters of Science, Finance
University of Connecticut
B.S, Business Administration; Management Information Systems
Conard
University of Connecticut
BS, Management Information Systems
Virtus Investment Partners March 2013 - Present
Bank of America November 2010 - March 2013
Bank of America February 2006 - November 2010
Sargent Manufacturing September 2002 - March 2006
Ames Department Stores June 2001 - September 2002
Skills
Credit Analysis, Underwriting, Financial Analysis, Microsoft Excel, Management, Credit, Finance, Banking, Microsoft Word, Excel, SQL, Word, Software Documentation, Regulatory Compliance
Education
New England College of Business 2009 — 2011
Master of Science, Finance
New England College of Business 2009 — 2011
Masters of Science, Finance
University of Connecticut
B.S, Business Administration; Management Information Systems
Conard
University of Connecticut
BS, Management Information Systems
Jay Caruso's Virtus Investment Partners Experience January 2012 - Present
Job Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners January 2012 - Present
Deutsche Asset Management September 2006 - December 2011
Franklin Templeton Investments March 2002 - September 2006
Skills
Investments, Alternative Investments
Education
Northeastern University 1989 — 1994
BA, Broadcast Journalism
Virtus Investment Partners January 2012 - Present
Deutsche Asset Management September 2006 - December 2011
Franklin Templeton Investments March 2002 - September 2006
Skills
Investments, Alternative Investments
Education
Northeastern University 1989 — 1994
BA, Broadcast Journalism
Ralph Summa's Virtus Investment Partners Experience March 2015 - Present
Job at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners March 2015 - Present
Data-Mail September 2013 - March 2015
Allied Printing May 2007 - August 2013
Allied Printing February 2001 - May 2007
Merrill Corporation May 1996 - January 2001
Skills
Print Management, Digital Printing, Offset Printing, Variable Data Printing, Management, Direct Mail, Wide Format Printing, Pre-press, Bindery, Account Management, Catalogs, Print On Demand, Color Management, Proof, Flexo, Packaging, Direct Marketing, QuarkXPress, Fulfillment Services, Brochures, B2B, Labels, Corporate Gifts, Adobe Acrobat, Production Managment, Graphic Design, Advertising, Adobe Creative Suite, Email Marketing, Collateral, Printers, Color Correction, Graphics, Mac
Education
The University of Connecticut 1987 — 1991
Bachelor of Arts (B.A.), History
Virtus Investment Partners March 2015 - Present
Data-Mail September 2013 - March 2015
Allied Printing May 2007 - August 2013
Allied Printing February 2001 - May 2007
Merrill Corporation May 1996 - January 2001
Skills
Print Management, Digital Printing, Offset Printing, Variable Data Printing, Management, Direct Mail, Wide Format Printing, Pre-press, Bindery, Account Management, Catalogs, Print On Demand, Color Management, Proof, Flexo, Packaging, Direct Marketing, QuarkXPress, Fulfillment Services, Brochures, B2B, Labels, Corporate Gifts, Adobe Acrobat, Production Managment, Graphic Design, Advertising, Adobe Creative Suite, Email Marketing, Collateral, Printers, Color Correction, Graphics, Mac
Education
The University of Connecticut 1987 — 1991
Bachelor of Arts (B.A.), History
Amy Hackett's Virtus Investment Partners Experience January 2009 - Present
Job Vice President Fund Administration at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners January 2009 - Present
Phoenix Life Insurance Company February 1991 - December 2008
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Equities, Hedge Funds
Education
University of Hartford 2008 — 2010
Master of Business Administration (MBA)
Central Connecticut State University 1988 — 1990
Bachelor of Science (BS), Accounting
Virtus Investment Partners January 2009 - Present
Phoenix Life Insurance Company February 1991 - December 2008
Skills
Mutual Funds, Asset Management, Alternative Investments, Investments, Equities, Hedge Funds
Education
University of Hartford 2008 — 2010
Master of Business Administration (MBA)
Central Connecticut State University 1988 — 1990
Bachelor of Science (BS), Accounting
Messer Julie's Virtus Investment Partners Experience July 2013 - Present
Job Senior Marketing Associate at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners July 2013 - Present
Virtus Investment Partners October 2004 - Present
Education
University of Connecticut 1989 — 1992
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Northeastern University 1988 — 1989
Pre-Law, Criminal Justice
Virtus Investment Partners July 2013 - Present
Virtus Investment Partners October 2004 - Present
Education
University of Connecticut 1989 — 1992
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Northeastern University 1988 — 1989
Pre-Law, Criminal Justice
Nick Provost's Virtus Investment Partners Experience August 2013 - March 2014
Job Senior Account Manager at Flagship Merchant Services
Industry
Experience
Flagship Merchant Services March 2015 - Present
G-Force Shipping July 2014 - February 2015
Falls Driving School March 2013 - July 2014
Virtus Investment Partners August 2013 - March 2014
McCaffrey Law Firm, PC May 2013 - July 2013
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor's degree, Legal Studies, General
Flagship Merchant Services March 2015 - Present
G-Force Shipping July 2014 - February 2015
Falls Driving School March 2013 - July 2014
Virtus Investment Partners August 2013 - March 2014
McCaffrey Law Firm, PC May 2013 - July 2013
Education
University of Massachusetts, Amherst 2007 — 2012
Bachelor's degree, Legal Studies, General
Henry Hardaway's Virtus Investment Partners Experience January 2013 - Present
Job Managing Director, Strategic Business Development at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners January 2013 - Present
de Guardiola Advisors November 2000 - December 2012
Lehman Brothers August 1998 - November 2000
Skills
Asset Management, Investment Banking, Corporate Development
Education
Babson College
Virtus Investment Partners January 2013 - Present
de Guardiola Advisors November 2000 - December 2012
Lehman Brothers August 1998 - November 2000
Skills
Asset Management, Investment Banking, Corporate Development
Education
Babson College
Peter Brazel's Virtus Investment Partners Experience June 2015 - Present
Job Sales Consultant at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners June 2015 - Present
Skills
Financial Analysis, Investments, Customer Service
Education
University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Virtus Investment Partners June 2015 - Present
Skills
Financial Analysis, Investments, Customer Service
Education
University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group