Wellington Group
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Wellington Group Employees
Employee
Years
Job
Industry
Chhean Chhor Chhean Chhor's Wellington Group Experience October 2004 - October 2008
Job VP, Office of the WBR Chief Investment Officer at Wells Fargo
Industry Investment Management
Experience
Wells Fargo January 2013 - Present
Wells Fargo & Company (Through M Squared Consulting) April 2012 - January 2013
Asian Pacific Fund February 2011 - April 2012
University of the Pacific, Division of Business & Finance June 2010 - February 2011
Student Investment Fund, University of the Pacific January 2010 - December 2010
Wellington Group October 2004 - October 2008
Helen Wells Agency January 2000 - November 2004
American Express Financial Advisors 2003 - 2004
Skills
Asset Management, Financial Planning, Insurance, Estate Planning, Wealth Management, Planned Giving, Asset Managment, Strategic Financial..., Strategy, Finance, Portfolio Management, Mergers & Acquisitions, Mutual Funds, Valuation, Investments, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Banking, Entrepreneurship, CRM, Analysis, Leadership
Education
The American College 2011 — 2011
CAP, Philanthropy
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
The American College 2008 — 2010
ChFC, Capital Markets
Queensland University of Technology 2003 — 2003
Study Abroad Program
Purdue University 1999 — 2003
BS, Organizational Leadership/Computer Technology
Wells Fargo January 2013 - Present
Wells Fargo & Company (Through M Squared Consulting) April 2012 - January 2013
Asian Pacific Fund February 2011 - April 2012
University of the Pacific, Division of Business & Finance June 2010 - February 2011
Student Investment Fund, University of the Pacific January 2010 - December 2010
Wellington Group October 2004 - October 2008
Helen Wells Agency January 2000 - November 2004
American Express Financial Advisors 2003 - 2004
Skills
Asset Management, Financial Planning, Insurance, Estate Planning, Wealth Management, Planned Giving, Asset Managment, Strategic Financial..., Strategy, Finance, Portfolio Management, Mergers & Acquisitions, Mutual Funds, Valuation, Investments, Investment Management, Asset Allocation, Investment Strategies, Financial Services, Banking, Entrepreneurship, CRM, Analysis, Leadership
Education
The American College 2011 — 2011
CAP, Philanthropy
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
The American College 2008 — 2010
ChFC, Capital Markets
Queensland University of Technology 2003 — 2003
Study Abroad Program
Purdue University 1999 — 2003
BS, Organizational Leadership/Computer Technology
Vi Tran Vi Tran's Wellington Group Experience January 2013 - May 2013
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2015 - Present
INK Public Relations August 2014 - May 2015
Amazon May 2014 - July 2014
Wireless Industry Partnership (WIP) December 2013 - May 2014
National Instruments May 2013 - December 2013
Wellington Group January 2013 - May 2013
Davenforth Investments November 2012 - May 2013
Construction Industry Institute August 2012 - December 2012
University of Texas at Austin May 2012 - July 2012
Group Dynamix January 2011 - May 2011
Skills
Public Relations, Press Releases, Social Media, Facebook, Blogging, Microsoft Office, Public Speaking, Cision, PowerPoint, Copy Editing, Outlook, Mac, HTML, Pinterest, Salesforce.com, Python, Ap Style, Word, Excel, Writing, Contact Management..., Technical Writing, Freshbooks, Basecamp, Twitter, Qualtrics, Unica NetInsight, Lotus Notes, ProWorkFlow, SCHED, WordPress, Newsletters, Email Marketing, Event Planning, AP Style, Advertising, Editing, Leadership, Marketing, Microsoft Excel, Microsoft Word, Publicity
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science, Public Relations, Business Foundations Program, Senior Fellows Honors Program
Accenture July 2015 - Present
INK Public Relations August 2014 - May 2015
Amazon May 2014 - July 2014
Wireless Industry Partnership (WIP) December 2013 - May 2014
National Instruments May 2013 - December 2013
Wellington Group January 2013 - May 2013
Davenforth Investments November 2012 - May 2013
Construction Industry Institute August 2012 - December 2012
University of Texas at Austin May 2012 - July 2012
Group Dynamix January 2011 - May 2011
Skills
Public Relations, Press Releases, Social Media, Facebook, Blogging, Microsoft Office, Public Speaking, Cision, PowerPoint, Copy Editing, Outlook, Mac, HTML, Pinterest, Salesforce.com, Python, Ap Style, Word, Excel, Writing, Contact Management..., Technical Writing, Freshbooks, Basecamp, Twitter, Qualtrics, Unica NetInsight, Lotus Notes, ProWorkFlow, SCHED, WordPress, Newsletters, Email Marketing, Event Planning, AP Style, Advertising, Editing, Leadership, Marketing, Microsoft Excel, Microsoft Word, Publicity
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science, Public Relations, Business Foundations Program, Senior Fellows Honors Program
Patricia Doolen's Wellington Group Experience 2000 - 2001
Job Broker Owner at Prospero Investment RE Services
Industry Management Consulting
Experience
Prospero Investment RE Services March 2015 - Present
Patricia Doolen Consultancy November 2011 - Present
Sperry Van Ness / Promus Commercial, AMO July 2011 - November 2011
Urban Pacific Properties 2005 - 2009
Commercial Realtors Association of San Diego County 2005 - 2006
GVA IPC Commercial Real Estate 2001 - 2006
Wellington Group 2000 - 2001
Sperry Van Ness 1996 - 2000
California Blinds & Draperies 1991 - 1996
Robert Cairns Accountancy Corp. 1982 - 1991
Skills
Real Estate, Real Estate Development, Real Estate Investment, Investment Properties, 1031 Exchanges, Apartment Buildings, Adaptive Reuse, Redevelopment, Proformas, IRR, Syndications, Financial Analysis, Market Analysis, Cash Flow Forecasting, Marketing Research, Property Management, Rent Roll, Rental Properties, Property Accounting, Asset Management, Real Estate Private..., Dispositions, Entitlements, Disposition, Asset Managment, Real Estate Economics, Commercial Real Estate, Apartments, Residential Homes, Feasibility Studies, Location Intelligence, Real Estate Transactions, Sellers, Leases, Rentals, Accounting, Due Diligence, Contract Negotiation, Acquisitions, Property, Brokerage, Investments, Landlords, Land Acquisition, Tenant, Condos, Shopping Centers, Real Estate Financing, Corporate Real Estate, REO
Education
Palomar College
Prospero Investment RE Services March 2015 - Present
Patricia Doolen Consultancy November 2011 - Present
Sperry Van Ness / Promus Commercial, AMO July 2011 - November 2011
Urban Pacific Properties 2005 - 2009
Commercial Realtors Association of San Diego County 2005 - 2006
GVA IPC Commercial Real Estate 2001 - 2006
Wellington Group 2000 - 2001
Sperry Van Ness 1996 - 2000
California Blinds & Draperies 1991 - 1996
Robert Cairns Accountancy Corp. 1982 - 1991
Skills
Real Estate, Real Estate Development, Real Estate Investment, Investment Properties, 1031 Exchanges, Apartment Buildings, Adaptive Reuse, Redevelopment, Proformas, IRR, Syndications, Financial Analysis, Market Analysis, Cash Flow Forecasting, Marketing Research, Property Management, Rent Roll, Rental Properties, Property Accounting, Asset Management, Real Estate Private..., Dispositions, Entitlements, Disposition, Asset Managment, Real Estate Economics, Commercial Real Estate, Apartments, Residential Homes, Feasibility Studies, Location Intelligence, Real Estate Transactions, Sellers, Leases, Rentals, Accounting, Due Diligence, Contract Negotiation, Acquisitions, Property, Brokerage, Investments, Landlords, Land Acquisition, Tenant, Condos, Shopping Centers, Real Estate Financing, Corporate Real Estate, REO
Education
Palomar College
Kat Schindler Kat Schindler's Wellington Group Experience January 2014 - May 2014
Job Senior Network Development with GLG
Industry Information Services
Experience
Gerson Lehrman Group (GLG) July 2014 - Present
Wellington Group January 2014 - May 2014
Renee Trudeau & Associates January 2013 - May 2013
Genesis BCS 2012 - 2013
Kendra Scott August 2011 - December 2011
Skills
Market Research, Strategic Communications, Marketing, Recruiting, Media Relations, Research, Social Media, Public Relations, Corporate Communications, Press Releases, Business Strat, Business Strategy, Leadership, Microsoft Office, Facebook, MailChimp, WordPress, Event Planning, Fundraising, Newsletter Production, Corporate Blogging, Brand Development, Internal Communications, Advertising, Training, Customer-focused Service, Project Management, Social Media Marketing
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree, Corporate Communication (Honors), Business Minor
Gerson Lehrman Group (GLG) July 2014 - Present
Wellington Group January 2014 - May 2014
Renee Trudeau & Associates January 2013 - May 2013
Genesis BCS 2012 - 2013
Kendra Scott August 2011 - December 2011
Skills
Market Research, Strategic Communications, Marketing, Recruiting, Media Relations, Research, Social Media, Public Relations, Corporate Communications, Press Releases, Business Strat, Business Strategy, Leadership, Microsoft Office, Facebook, MailChimp, WordPress, Event Planning, Fundraising, Newsletter Production, Corporate Blogging, Brand Development, Internal Communications, Advertising, Training, Customer-focused Service, Project Management, Social Media Marketing
Education
The University of Texas at Austin 2010 — 2014
Bachelor's Degree, Corporate Communication (Honors), Business Minor
Jeri Boyd jaboyd@travelers.com's Wellington Group Experience 2005 - 2006
Job SR Recruiter at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance May 2007 - Present
Allstate 2005 - 2007
wellington group 2005 - 2006
MCI December 2001 - June 2004
Bridgestone March 1998 - October 2001
PetCare superstore 1992 - 1996
BoRics 1983 - 1986
BoRics 1983 - 1986
Skills
SDLC, Health Insurance, Performance Improvement, Analytics, Analysis, Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Talent Management, Internet Recruiting, Leadership, Training, Workforce Planning, Process Improvement, Workers Compensation, Insurance, Resume Writing, Technical Recruiting, HR Consulting, Contract Recruitment, Vendor Management, College Recruiting, Property & Casualty..., Taleo, Search, Employee Benefits, Sourcing, Interviews, Temporary Placement, Employee Relations, Human Resources, Benefits Negotiation, Hiring, Benefits Administration, Staffing Services
Education
Northern Michigan University 1979 — 1983
BS, Business/HR
Trenton High School 1975 — 1979
Travelers Insurance May 2007 - Present
Allstate 2005 - 2007
wellington group 2005 - 2006
MCI December 2001 - June 2004
Bridgestone March 1998 - October 2001
PetCare superstore 1992 - 1996
BoRics 1983 - 1986
BoRics 1983 - 1986
Skills
SDLC, Health Insurance, Performance Improvement, Analytics, Analysis, Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Talent Management, Internet Recruiting, Leadership, Training, Workforce Planning, Process Improvement, Workers Compensation, Insurance, Resume Writing, Technical Recruiting, HR Consulting, Contract Recruitment, Vendor Management, College Recruiting, Property & Casualty..., Taleo, Search, Employee Benefits, Sourcing, Interviews, Temporary Placement, Employee Relations, Human Resources, Benefits Negotiation, Hiring, Benefits Administration, Staffing Services
Education
Northern Michigan University 1979 — 1983
BS, Business/HR
Trenton High School 1975 — 1979
Heather Alexander's Wellington Group Experience 2011 - 2013
Job PR Manager at FedEx Office
Industry Public Relations and Communications
Experience
FedEx Office 2013 - Present
Wellington Group 2011 - 2013
Austin Affiliate of Susan G. Komen for the Cure® January 2009 - April 2011
People Reaching Out January 2006 - May 2009
Randle Communications 2005 - 2006
Fleishman-Hillard 1999 - 2005
News10 August 1995 - July 1999
KCAL 9 News August 1994 - September 1995
CNN August 1993 - August 1994
Skills
Media Relations, Public Relations, Strategic Communications, Crisis Communications, Non-profits, Fundraising, Community Development, Team Leadership, Social Media, Press Releases, Marketing Communications, Social Media Marketing, Event Planning, Corporate Communications, Event Management, Internal Communications, Community Outreach, Editing, Public Speaking, Volunteer Management
Education
Loyola Marymount University
Bachelor of Communications, Television Production
Loretto high school
FedEx Office 2013 - Present
Wellington Group 2011 - 2013
Austin Affiliate of Susan G. Komen for the Cure® January 2009 - April 2011
People Reaching Out January 2006 - May 2009
Randle Communications 2005 - 2006
Fleishman-Hillard 1999 - 2005
News10 August 1995 - July 1999
KCAL 9 News August 1994 - September 1995
CNN August 1993 - August 1994
Skills
Media Relations, Public Relations, Strategic Communications, Crisis Communications, Non-profits, Fundraising, Community Development, Team Leadership, Social Media, Press Releases, Marketing Communications, Social Media Marketing, Event Planning, Corporate Communications, Event Management, Internal Communications, Community Outreach, Editing, Public Speaking, Volunteer Management
Education
Loyola Marymount University
Bachelor of Communications, Television Production
Loretto high school
Kelley Maitlen's Wellington Group Experience 1997 - 2003
Job Office Manager at Dick Jones & Associates
Industry Accounting
Experience
Dick Jones & Associates March 2004 - Present
Wellington Group 1997 - 2003
Bradley Memorial Hospital 1991 - 1997
Skills
Quickbooks, Bookkeeping, Accounts Payable, Payroll, Accounts Receivable, Accounting, Office Management, Invoicing, Payroll Processing, Excel, Microsoft Office, Word, Administrative Support, Administration, Outlook, Billing, Spreadsheets, Reconciliation, Data Entry, Budgeting, General Ledger, Expenses, Inventory Management, Payroll Taxes, Typing, Event Planning, Office Administration, Event Management, QuickBooks, Bank Reconciliation, 10 Key, Sage, Sales Tax, Microsoft Excel, Customer Service, Budgets
Education
Cleveland State Community College
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Dick Jones & Associates March 2004 - Present
Wellington Group 1997 - 2003
Bradley Memorial Hospital 1991 - 1997
Skills
Quickbooks, Bookkeeping, Accounts Payable, Payroll, Accounts Receivable, Accounting, Office Management, Invoicing, Payroll Processing, Excel, Microsoft Office, Word, Administrative Support, Administration, Outlook, Billing, Spreadsheets, Reconciliation, Data Entry, Budgeting, General Ledger, Expenses, Inventory Management, Payroll Taxes, Typing, Event Planning, Office Administration, Event Management, QuickBooks, Bank Reconciliation, 10 Key, Sage, Sales Tax, Microsoft Excel, Customer Service, Budgets
Education
Cleveland State Community College
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Erik Schultz's Wellington Group Experience April 2004 - Present
Job STUNT PERFORMER/FILM MAKER at SAG/AFTRA
Industry Entertainment
Experience
SAG/AFTRA October 2009 - Present
Wellington Group April 2004 - Present
Skills
Film, Entertainment, Feature Films, Screenwriting, Video Production, Film Production, Acting, Theatre, Commercials, Television, Improvisation
Education
Louisiana State University 1999 — 2003
Bachelor of Arts & Science, Psychology
SAG/AFTRA October 2009 - Present
Wellington Group April 2004 - Present
Skills
Film, Entertainment, Feature Films, Screenwriting, Video Production, Film Production, Acting, Theatre, Commercials, Television, Improvisation
Education
Louisiana State University 1999 — 2003
Bachelor of Arts & Science, Psychology
Emily Ingle Kealey's Wellington Group Experience October 2013 - April 2015
Job President, Conversation Piece Marketing & PR
Industry Food & Beverages
Experience
Wellington Group October 2013 - April 2015
The Pie Society November 2010 - June 2013
Fleishman-Hillard April 2007 - November 2010
Burson-Marsteller 2006 - 2007
Manning Selvage and Lee 2004 - 2006
Skills
Media Relations, Public Relations, Corporate Communications, Social Media, Press Releases, Event Planning, Social Media Marketing, Blogging, Writing, Account Management, Strategic Planning, Research, Budgeting, Marketing Communications, Strategic Communications, Event Management, Integrated Marketing, Message Development, Bakery, Food & Beverage, Food Industry, Internal Communications, Reputation Management, Publicity, Digital Marketing, Digital Strategy, Copywriting, Marketing Strategy, Marketing, Social Networking, Facebook
Education
Southern Methodist University 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
The Hockaday School 1994 — 1998
High School
MLMS
Wellington Group October 2013 - April 2015
The Pie Society November 2010 - June 2013
Fleishman-Hillard April 2007 - November 2010
Burson-Marsteller 2006 - 2007
Manning Selvage and Lee 2004 - 2006
Skills
Media Relations, Public Relations, Corporate Communications, Social Media, Press Releases, Event Planning, Social Media Marketing, Blogging, Writing, Account Management, Strategic Planning, Research, Budgeting, Marketing Communications, Strategic Communications, Event Management, Integrated Marketing, Message Development, Bakery, Food & Beverage, Food Industry, Internal Communications, Reputation Management, Publicity, Digital Marketing, Digital Strategy, Copywriting, Marketing Strategy, Marketing, Social Networking, Facebook
Education
Southern Methodist University 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
The Hockaday School 1994 — 1998
High School
MLMS
Chidi Anyadike's Wellington Group Experience January 2012 - March 2012
Job CX at Poppin
Industry Internet
Experience
Poppin September 2014 - Present
Ruder Finn September 2013 - September 2014
Cohn & Wolfe August 2013 - September 2013
Dartmouth College September 2012 - June 2013
Teach For America September 2012 - March 2013
INTERPOL Washington June 2012 - August 2012
Wellington Group January 2012 - March 2012
Skills
Research, Thought Leadership, Corporate Communications, Social Media, Project Management, Salesforce.com, Statistics, Report Writing, News Writing, Creative Writing, Fundraising, Microsoft Excel, Internal & External..., Budget Monitoring, Factiva, ThomsonOne, Keynote, PowerPoint, Microsoft Word, CisionPoint, Event Planning, Public Affairs, Community Outreach, Non-profits, Public Speaking, Microsoft Office..., Historiography
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History (Religion & Race), Honors
Duncanville High School 2005 — 2009
General Assembly
Product Management
Poppin September 2014 - Present
Ruder Finn September 2013 - September 2014
Cohn & Wolfe August 2013 - September 2013
Dartmouth College September 2012 - June 2013
Teach For America September 2012 - March 2013
INTERPOL Washington June 2012 - August 2012
Wellington Group January 2012 - March 2012
Skills
Research, Thought Leadership, Corporate Communications, Social Media, Project Management, Salesforce.com, Statistics, Report Writing, News Writing, Creative Writing, Fundraising, Microsoft Excel, Internal & External..., Budget Monitoring, Factiva, ThomsonOne, Keynote, PowerPoint, Microsoft Word, CisionPoint, Event Planning, Public Affairs, Community Outreach, Non-profits, Public Speaking, Microsoft Office..., Historiography
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), History (Religion & Race), Honors
Duncanville High School 2005 — 2009
General Assembly
Product Management
Caroline Prieto's Wellington Group Experience March 2006 - February 2007
Job Human Resource Representative
Industry Medical Devices
Experience
Treasures Christian Bookstore October 2013 - December 2013
Medline Industries May 2007 - May 2009
Wellington Group March 2006 - February 2007
Fair Oaks October 2000 - February 2005
Education
Gateway Technical College
Nursing, Registered Nursing/Registered Nurse, 3.2
Treasures Christian Bookstore October 2013 - December 2013
Medline Industries May 2007 - May 2009
Wellington Group March 2006 - February 2007
Fair Oaks October 2000 - February 2005
Education
Gateway Technical College
Nursing, Registered Nursing/Registered Nurse, 3.2