Zurich Scudder Investments
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Zurich Scudder Investments Employees
Employee
Years
Job
Industry
Rick How Rick How's Zurich Scudder Investments Experience December 1996 - May 2000
Job Implementation Consulting Manager at DST Systems | Project Management | Finanical Services
Industry Information Technology and Services
Experience
DST Systems May 2000 - Present
DST Technologies May 2007 - January 2008
Zurich Scudder Investments December 1996 - May 2000
Citicorp April 1995 - December 1996
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Software Documentation, Business Process..., SQL, Software Project..., Business Requirements, Integration, Business Process, SharePoint, Software Development, Project Management, User Acceptance Testing, Agile Methodologies, DB2, Testing, Databases
Education
Missouri Western State University 1990 — 1995
Music Education
DST Systems May 2000 - Present
DST Technologies May 2007 - January 2008
Zurich Scudder Investments December 1996 - May 2000
Citicorp April 1995 - December 1996
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Software Documentation, Business Process..., SQL, Software Project..., Business Requirements, Integration, Business Process, SharePoint, Software Development, Project Management, User Acceptance Testing, Agile Methodologies, DB2, Testing, Databases
Education
Missouri Western State University 1990 — 1995
Music Education
Jeff Shapuras Jeff Shapuras's Zurich Scudder Investments Experience 1998 - 2001
Job Senior Network Engineer at The Options Clearing Corporation
Industry Financial Services
Experience
OCC October 2013 - Present
Nokia September 2011 - October 2013
NAVTEQ 2003 - September 2011
Deutsche Bank 2001 - 2003
Zurich Scudder Investments 1998 - 2001
Kemper Financial Services 1988 - 1997
Continental Illinois National Bank 1985 - 1988
Skills
Network Engineering, Network Architecture, Network Design, Network Security, Network Administration, Data Center, Data Center Design, Cloud Computing, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Cisco IOS, Cisco Routers, Cisco Nexus, Cisco Routing &..., BGP, EIGRP, OSPF, Cisco VPN, Cisco VoIP, F5 BigIP, Riverbed, Netscout, Sniffer Analysis, Cisco Call Manager, Vendor Management, Cisco Firewall Security, LAN-WAN, Firewalls, Networking, VPN, Security, Project Management, Integration, SDLC, Unix, Information Technology
Education
Eastern Illinois University
Bachelor of Science (BS), Computer Management
OCC October 2013 - Present
Nokia September 2011 - October 2013
NAVTEQ 2003 - September 2011
Deutsche Bank 2001 - 2003
Zurich Scudder Investments 1998 - 2001
Kemper Financial Services 1988 - 1997
Continental Illinois National Bank 1985 - 1988
Skills
Network Engineering, Network Architecture, Network Design, Network Security, Network Administration, Data Center, Data Center Design, Cloud Computing, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Cisco IOS, Cisco Routers, Cisco Nexus, Cisco Routing &..., BGP, EIGRP, OSPF, Cisco VPN, Cisco VoIP, F5 BigIP, Riverbed, Netscout, Sniffer Analysis, Cisco Call Manager, Vendor Management, Cisco Firewall Security, LAN-WAN, Firewalls, Networking, VPN, Security, Project Management, Integration, SDLC, Unix, Information Technology
Education
Eastern Illinois University
Bachelor of Science (BS), Computer Management
Kal Gieber Kal Gieber's Zurich Scudder Investments Experience 1995 - 2001
Job Interactive Media Developer at WGBH
Industry Broadcast Media
Experience
WGBH 2008 - Present
Post-Meridian Radio Players March 2013 - Present
National Center for Accessible Media at WGBH 2005 - 2008
WGBH 2004 - 2005
Wing Spirit Productions 2001 - August 2004
Zurich Scudder Investments 1995 - 2001
United Lithograph 1994 - 1995
United Cerebral Palsy 1990 - 1994
Welkind Rehabilitation Hospital 1987 - 1990
Skills
Game Development, Interactive Media, Interaction Design, User Experience Design, Interactive Storytelling, iOS development, Web Development, HTML, CSS, JavaScript, Flash, ActionScript, Section 508, Flash Accessibility, Photoshop, Video Production, Final Cut Pro, Voice Over, Post Production, Front-end, Sound Design, Foley Artist, Multimedia, User Interface Design, Web Design, Video, Digital Media, Broadcast, New Media, jQuery
Education
Kansas State University
Bachelor of Science (BS), Engineering Technology, General
WGBH 2008 - Present
Post-Meridian Radio Players March 2013 - Present
National Center for Accessible Media at WGBH 2005 - 2008
WGBH 2004 - 2005
Wing Spirit Productions 2001 - August 2004
Zurich Scudder Investments 1995 - 2001
United Lithograph 1994 - 1995
United Cerebral Palsy 1990 - 1994
Welkind Rehabilitation Hospital 1987 - 1990
Skills
Game Development, Interactive Media, Interaction Design, User Experience Design, Interactive Storytelling, iOS development, Web Development, HTML, CSS, JavaScript, Flash, ActionScript, Section 508, Flash Accessibility, Photoshop, Video Production, Final Cut Pro, Voice Over, Post Production, Front-end, Sound Design, Foley Artist, Multimedia, User Interface Design, Web Design, Video, Digital Media, Broadcast, New Media, jQuery
Education
Kansas State University
Bachelor of Science (BS), Engineering Technology, General
Kia Wright, MBA Kia Wright, MBA's Zurich Scudder Investments Experience June 1999 - November 2001
Job Investment Accountant at The Art Institute of Chicago
Industry Accounting
Experience
The Art Institute of Chicago August 2011 - Present
Zurich North America August 2007 - May 2010
Zurich North America November 2004 - July 2007
Zurich North America April 2002 - October 2004
Zurich Scudder Investments June 1999 - November 2001
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Tax, Management, Cash Flow, Accruals, Journal Entries, Investments, Tax Accounting, PeopleSoft, QuickBooks, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, SAP, Microsoft Word, Nonprofits, Tax Returns, Insurance, Accounting, Accounts Payable, Auditing, Finance, Financial Analysis, Financial Reporting
Education
University of Phoenix 2005 — 2007
Master, Business Adminstration
Elmhurst College 1995 — 1999
Bachelor of Science, Accounting
The Art Institute of Chicago August 2011 - Present
Zurich North America August 2007 - May 2010
Zurich North America November 2004 - July 2007
Zurich North America April 2002 - October 2004
Zurich Scudder Investments June 1999 - November 2001
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Tax, Management, Cash Flow, Accruals, Journal Entries, Investments, Tax Accounting, PeopleSoft, QuickBooks, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, SAP, Microsoft Word, Nonprofits, Tax Returns, Insurance, Accounting, Accounts Payable, Auditing, Finance, Financial Analysis, Financial Reporting
Education
University of Phoenix 2005 — 2007
Master, Business Adminstration
Elmhurst College 1995 — 1999
Bachelor of Science, Accounting
Cherie Stokes, MBA Cherie Stokes, MBA's Zurich Scudder Investments Experience April 2000 - April 2002
Job Restricted Stock Senior Specialist
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Charles Schwab October 2006 - Present
Howe Barnes Hoefer & Arnett April 2002 - October 2006
Zurich Scudder Investments April 2000 - April 2002
TIAA-CREF June 1994 - April 2000
Skills
Series 7 – General..., Series 63 – Uniform..., Financial Services, Series 7, Management, Training, Series 63, Employee Relations, Human Resources, Strategic Planning, Customer Service, Team Building, Leadership
Education
Golden Gate University 2009 — 2012
Master of Business Administration (MBA), Human Resources
Holy Names University 2004 — 2006
Bachelor's Degree, Business Administration, Management and Operations
Ellen Peters Ellen Peters's Zurich Scudder Investments Experience 1992 - 1998
Job Divisional Sales Director Annuity & Life
Industry Financial Services
Experience
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Annuity & Life Company October 2014 - Present
Prudential Financial January 2012 - December 2013
Pioneer Investments June 2012 - December 2012
Ameriprise Financial Services, Inc. July 2003 - December 2010
Travelers June 2002 - September 2003
American Skandia March 1998 - June 2002
Zurich Scudder Investments 1992 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Variable Annuities, Asset Allocation, Series 7, Retirement, Series 63, Series 6, Wealth Management, Alternative Investments, Investment Advisory, Hedge Funds, 401k, Financial Services, Securities, Investment Strategies, Financial Advisory, Insurance, Separately Managed...
Education
DePaul University
Bachelor's Degree, Finance
FINRA
Series 7,63, Life/Health
Shelia Glenn's Zurich Scudder Investments Experience January 1995 - July 1999
Job National Servicenter Manager at Global Experience Specialists (GES)
Industry Events Services
Experience
Global Experience Specialists (GES) April 2014 - Present
Zurich Scudder Investments January 1995 - July 1999
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Management
Davenport University 1990 — 1994
Bachelor's degree, Marketing
Global Experience Specialists (GES) April 2014 - Present
Zurich Scudder Investments January 1995 - July 1999
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Management
Davenport University 1990 — 1994
Bachelor's degree, Marketing
Daniel Brewer's Zurich Scudder Investments Experience February 1991 - September 2002
Job Chief Administrative Officer at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank April 2014 - Present
Citi Fund Services October 2002 - April 2014
Zurich Scudder Investments February 1991 - September 2002
Kemper Service Company February 1991 - September 2002
Skills
Operations Management, Product Management, Call Centers, Mutual Funds, Defined Contribution, Closed-end Funds, Unit Investment Trusts, Transaction Processing, Quality Control, Operating Budgets, Customer Profitability, Pricing Analysis, Program Management, Management, Offshore Outsourcing, Offshore Management, Project Management, Hiring, Quality Improvement, New Business Set-up, Relationship Management
Education
Baker University 1994 — 1998
Bachelor of Science Management, Business Administration and Management, General
Huntington National Bank April 2014 - Present
Citi Fund Services October 2002 - April 2014
Zurich Scudder Investments February 1991 - September 2002
Kemper Service Company February 1991 - September 2002
Skills
Operations Management, Product Management, Call Centers, Mutual Funds, Defined Contribution, Closed-end Funds, Unit Investment Trusts, Transaction Processing, Quality Control, Operating Budgets, Customer Profitability, Pricing Analysis, Program Management, Management, Offshore Outsourcing, Offshore Management, Project Management, Hiring, Quality Improvement, New Business Set-up, Relationship Management
Education
Baker University 1994 — 1998
Bachelor of Science Management, Business Administration and Management, General
Noah Petrucci, CFA Noah Petrucci, CFA's Zurich Scudder Investments Experience 2000 - 2002
Job Portfolio Manager at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Lord Abbett & Co. LLC September 2012 - Present
Columbia Management Group February 2002 - September 2012
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1996 - 1998
Yayasan Sosial Bina Sejahtera 1995 - 1996
Scudder Investments 1993 - 1995
Skills
Value Investing, Portfolio Management, Investment Management, Model Portfolio, Investments, Investment Strategies, Product Specialists, Equities, Equity Research, Equity Capital Markets, Equity Research Analysis, Chartered Financial..., Convertible Bonds, Institutional Investors, Institutional Research, Institutional Accounts, High Net Worth..., Brokerage, Mutual Funds, Oil/Gas, Consumer Staples, Industrial Sector, Written & Oral..., Client Presentation, DCF Valuation, Financial Risk..., Equity Valuation, Hedge Funds, Institutional...
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Economics, Cum Laude
Københavns Universitet / University of Copenhagen 1992 — 1992
International Business
Dale (Rudberg) Criniti Dale (Rudberg) Criniti's Zurich Scudder Investments Experience 2000 - 2001
Job VP, Institutional Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF November 2008 - November 2010
TIAA-CREF April 2004 - November 2008
DRC Consulting 2002 - 2003
Zurich Scudder Investments 2000 - 2001
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1997 - 1998
Shawmut Bank/Fleet Bank (now Bank Of America) 1994 - 1997
BayBank (now Bank of America) 1988 - 1993
Connecticut National Bank (now Bank of America) 1984 - 1987
Skills
Financial Services, Marketing, Marketing Strategy, Client Exerience, Qualified Retirement..., Business Strategy, Customer Engagement, Wealth Management, Market Research, Marketing Communications, Investments, Change Management, Product Marketing, Leadership, Mutual Funds, Segmentation, Integrated Marketing, Online Marketing, Product Management, Customer Service
Education
Bates College
B.A.
TIAA-CREF November 2010 - Present
TIAA-CREF November 2008 - November 2010
TIAA-CREF April 2004 - November 2008
DRC Consulting 2002 - 2003
Zurich Scudder Investments 2000 - 2001
Zurich Scudder Investments 1998 - 2000
Zurich Scudder Investments 1997 - 1998
Shawmut Bank/Fleet Bank (now Bank Of America) 1994 - 1997
BayBank (now Bank of America) 1988 - 1993
Connecticut National Bank (now Bank of America) 1984 - 1987
Skills
Financial Services, Marketing, Marketing Strategy, Client Exerience, Qualified Retirement..., Business Strategy, Customer Engagement, Wealth Management, Market Research, Marketing Communications, Investments, Change Management, Product Marketing, Leadership, Mutual Funds, Segmentation, Integrated Marketing, Online Marketing, Product Management, Customer Service
Education
Bates College
B.A.
Dan Timotic, CFA Dan Timotic, CFA's Zurich Scudder Investments Experience 1995 - 2002
Job Managing Principal & Investment Advisor at T2 Asset Management, LLC
Industry Investment Management
Experience
T2 Asset Management, LLC May 2013 - Present
Calamos Investments June 2011 - October 2012
Transamerica June 2009 - May 2011
Hartford Investment Management 2006 - May 2009
DMT Capital Management, LLC 2004 - 2006
Spear, Leeds & Kellogg - A Goldman Sachs Company 2003 - 2004
Zurich Scudder Investments 1995 - 2002
Asset Allocation & Management 1998 - 2000
Skills
Fixed Income, Investment Strategies, Equities, Portfolio Management, Investments, Financial Markets, Investment Management, Bonds, Trading, Securities, Mutual Funds, Asset Management, Series 63, Finance, Economics, Banking, Derivatives, Financial Advisory, Asset Allocation, Hedge Funds, Alternative Investments, Credit, Financial Risk, Investment Advisory, Strategic Financial..., Institutional..., Wealth Management, ETFs, Bloomberg, Capital Markets, Options, Private Equity, Retirement, Strategy, Financial Services, Retirement Planning, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1997
MBA, Finance
DePaul University 1990 — 1994
BS, Commerce
T2 Asset Management, LLC May 2013 - Present
Calamos Investments June 2011 - October 2012
Transamerica June 2009 - May 2011
Hartford Investment Management 2006 - May 2009
DMT Capital Management, LLC 2004 - 2006
Spear, Leeds & Kellogg - A Goldman Sachs Company 2003 - 2004
Zurich Scudder Investments 1995 - 2002
Asset Allocation & Management 1998 - 2000
Skills
Fixed Income, Investment Strategies, Equities, Portfolio Management, Investments, Financial Markets, Investment Management, Bonds, Trading, Securities, Mutual Funds, Asset Management, Series 63, Finance, Economics, Banking, Derivatives, Financial Advisory, Asset Allocation, Hedge Funds, Alternative Investments, Credit, Financial Risk, Investment Advisory, Strategic Financial..., Institutional..., Wealth Management, ETFs, Bloomberg, Capital Markets, Options, Private Equity, Retirement, Strategy, Financial Services, Retirement Planning, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1997
MBA, Finance
DePaul University 1990 — 1994
BS, Commerce
Jennifer Foss's Zurich Scudder Investments Experience 2001 - 2003
Job Strategic Planning, Competitive Research, Product Management
Industry Financial Services
Experience
Trust Company of America February 2014 - Present
Curian Capital August 2009 - February 2014
Curian Capital December 2007 - August 2009
Curian Capital November 2005 - December 2007
Curian Capital October 2004 - November 2005
Silicon Valley Bank December 2003 - April 2004
State Street September 2000 - December 2003
Zurich Scudder Investments 2001 - 2003
Skills
Financial Services, Mutual Funds, Leadership, Competitive Analysis, Investments, Management, Strategy, Business Analysis, Strategic Planning, Analysis, Product Development, Financial Analysis, Business Strategy, Market Research, Asset Management, Banking, Investment Advisory..., Digital Strategy, Mobile Platforms, Platform Development, Business Planning, Proposal Generation, Risk Tolerance, Business Process..., Electronic Signatures, DocuSign, Agile & Waterfall..., Finance, Securities, Portfolio Management, Series 7
Education
Boston University Questrom School of Business 1996 — 2000
BS/BA, Finance, Management Information Systems
Trust Company of America February 2014 - Present
Curian Capital August 2009 - February 2014
Curian Capital December 2007 - August 2009
Curian Capital November 2005 - December 2007
Curian Capital October 2004 - November 2005
Silicon Valley Bank December 2003 - April 2004
State Street September 2000 - December 2003
Zurich Scudder Investments 2001 - 2003
Skills
Financial Services, Mutual Funds, Leadership, Competitive Analysis, Investments, Management, Strategy, Business Analysis, Strategic Planning, Analysis, Product Development, Financial Analysis, Business Strategy, Market Research, Asset Management, Banking, Investment Advisory..., Digital Strategy, Mobile Platforms, Platform Development, Business Planning, Proposal Generation, Risk Tolerance, Business Process..., Electronic Signatures, DocuSign, Agile & Waterfall..., Finance, Securities, Portfolio Management, Series 7
Education
Boston University Questrom School of Business 1996 — 2000
BS/BA, Finance, Management Information Systems
Anita Graham Anita Graham's Zurich Scudder Investments Experience 1995 - 2000
Job Vice President Global Human Resources at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation January 2014 - Present
ADT March 2011 - January 2014
Shire plc July 2007 - December 2010
Shire plc January 2004 - July 2007
CYTYC CORPORATION April 2002 - January 2004
EMD Serono, Inc. 2000 - 2002
Zurich Scudder Investments 1995 - 2000
Compensation and International January 1997 - December 1997
Skills
Human Resources, Corporate Communications, Shared Services, Information Technology, Facilities Management, Mergers, Change Management, Deferred Compensation, Succession Planning, Start-ups, Strategic Planning, Business Strategy, Talent Management, Business Development, Team Building, Leadership, Process Improvement, Cross-functional Team..., Risk Management, Leadership Development, Mergers & Acquisitions, Recruiting, Program Management, Talent Acquisition, Employee Benefits, Training, Strategy, Organizational..., HRIS, Executive Management, Finance, Organizational...
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Cornell University 1989 — 1993
BS, Industrial and Labor Relations
VF Corporation January 2014 - Present
ADT March 2011 - January 2014
Shire plc July 2007 - December 2010
Shire plc January 2004 - July 2007
CYTYC CORPORATION April 2002 - January 2004
EMD Serono, Inc. 2000 - 2002
Zurich Scudder Investments 1995 - 2000
Compensation and International January 1997 - December 1997
Skills
Human Resources, Corporate Communications, Shared Services, Information Technology, Facilities Management, Mergers, Change Management, Deferred Compensation, Succession Planning, Start-ups, Strategic Planning, Business Strategy, Talent Management, Business Development, Team Building, Leadership, Process Improvement, Cross-functional Team..., Risk Management, Leadership Development, Mergers & Acquisitions, Recruiting, Program Management, Talent Acquisition, Employee Benefits, Training, Strategy, Organizational..., HRIS, Executive Management, Finance, Organizational...
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Cornell University 1989 — 1993
BS, Industrial and Labor Relations
Naomi Zuk-Fisher's Zurich Scudder Investments Experience November 1999 - August 2001
Job Senior Program Manager at Greater Twin Cities United Way
Industry Nonprofit Organization Management
Experience
Greater Twin Cities United Way March 2012 - Present
Greater Twin Cities United Way March 2012 - Present
Self March 2011 - March 2012
Seedco February 2007 - March 2011
Seedco May 2006 - February 2007
TCC Group June 2005 - April 2006
International Movement ATD-Fourth World October 2001 - August 2003
Zurich Scudder Investments November 1999 - August 2001
Phoenix House Foundation, Inc. October 1998 - November 1999
Skills
Program Management, Program Development, Nonprofits, Early Childhood..., Workforce Development, Program Evaluation, Philanthropy, Contract Management, Federal Grants...
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MPA
Barnard College 1994 — 1998
Bachelor's degree, Major: Sociology, Minor: Physics
Blake 1990 — 1994
Greater Twin Cities United Way March 2012 - Present
Greater Twin Cities United Way March 2012 - Present
Self March 2011 - March 2012
Seedco February 2007 - March 2011
Seedco May 2006 - February 2007
TCC Group June 2005 - April 2006
International Movement ATD-Fourth World October 2001 - August 2003
Zurich Scudder Investments November 1999 - August 2001
Phoenix House Foundation, Inc. October 1998 - November 1999
Skills
Program Management, Program Development, Nonprofits, Early Childhood..., Workforce Development, Program Evaluation, Philanthropy, Contract Management, Federal Grants...
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MPA
Barnard College 1994 — 1998
Bachelor's degree, Major: Sociology, Minor: Physics
Blake 1990 — 1994
Dayna Senter Dayna Senter's Zurich Scudder Investments Experience April 1997 - May 2005
Job Project Manager, Implementation Engineer at Lanteria
Industry Computer Software
Experience
Lanteria March 2015 - Present
P5 Associates, LLC May 2014 - August 2014
PIF Technologies August 2005 - December 2013
Zurich Scudder Investments April 1997 - May 2005
Wang Global July 1995 - March 1997
Skills
Project Management, CRM, Corporate Training, Telecommunications, Strategy, Salesforce.com, Budgets, Marketing Strategy, Leadership, SaaS, Customer Service, Account Management, Strategic Planning, Management, Training, Sales, Sales Management, Team Building, Cloud Computing, New Business Development, Process Improvement, Troubleshooting, Direct Sales, Sales Process, Business Development, Solution Selling, Contract Negotiation, B2B, Windows
Education
Middlesex Community College
Business Administration and Management, General
Nashua Senior High School
Lanteria March 2015 - Present
P5 Associates, LLC May 2014 - August 2014
PIF Technologies August 2005 - December 2013
Zurich Scudder Investments April 1997 - May 2005
Wang Global July 1995 - March 1997
Skills
Project Management, CRM, Corporate Training, Telecommunications, Strategy, Salesforce.com, Budgets, Marketing Strategy, Leadership, SaaS, Customer Service, Account Management, Strategic Planning, Management, Training, Sales, Sales Management, Team Building, Cloud Computing, New Business Development, Process Improvement, Troubleshooting, Direct Sales, Sales Process, Business Development, Solution Selling, Contract Negotiation, B2B, Windows
Education
Middlesex Community College
Business Administration and Management, General
Nashua Senior High School
Anne Fleming's Zurich Scudder Investments Experience March 1999 - May 2000
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2010 - Present
Standard Chartered Bank August 2006 - August 2009
Threadneedle Investments September 2004 - June 2006
Threadneedle Investments November 2001 - September 2004
Threadneedle Investments May 2000 - November 2001
Zurich Scudder Investments March 1999 - May 2000
Nuveen Investments December 1997 - March 1999
Zurich Scudder Investments February 1996 - December 1997
The Options Clearing Corporation February 1993 - February 1996
Education
Duke University 1984 — 1988
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
UBS Global Asset Management April 2010 - Present
Standard Chartered Bank August 2006 - August 2009
Threadneedle Investments September 2004 - June 2006
Threadneedle Investments November 2001 - September 2004
Threadneedle Investments May 2000 - November 2001
Zurich Scudder Investments March 1999 - May 2000
Nuveen Investments December 1997 - March 1999
Zurich Scudder Investments February 1996 - December 1997
The Options Clearing Corporation February 1993 - February 1996
Education
Duke University 1984 — 1988
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Daione Mitchell Daione Mitchell's Zurich Scudder Investments Experience November 2001 - March 2002
Job Research Analyst at Edelman Berland
Industry Market Research
Experience
Edelman Berland April 2014 - February 2015
GEM Realty Capital October 2004 - March 2014
Jones Lang LaSalle August 2003 - August 2004
U. S. Equities Realty September 2001 - August 2003
Zurich Scudder Investments November 2001 - March 2002
Bear Stearns June 2000 - August 2000
Brazilian Embassy May 1999 - August 1999
FIFA Women's World Cup Soccer April 1999 - July 1999
Skills
Brazilian Portuguese, Event Planning, Project Coordination, Project Management, Team Building, Auctions, Spanish, Intercollegiate..., Yoga, Triathlon, CrossFit, Coordinating Special..., Portuguese, Marketing Research, Primary Research, Online Community..., Secondary Research, Survey Design, Survey Research, Latin American culture
Education
American University 1997 — 2001
Bachelor of Science, International Business
Mamaroneck High School 1993 — 1997
Edelman Berland April 2014 - February 2015
GEM Realty Capital October 2004 - March 2014
Jones Lang LaSalle August 2003 - August 2004
U. S. Equities Realty September 2001 - August 2003
Zurich Scudder Investments November 2001 - March 2002
Bear Stearns June 2000 - August 2000
Brazilian Embassy May 1999 - August 1999
FIFA Women's World Cup Soccer April 1999 - July 1999
Skills
Brazilian Portuguese, Event Planning, Project Coordination, Project Management, Team Building, Auctions, Spanish, Intercollegiate..., Yoga, Triathlon, CrossFit, Coordinating Special..., Portuguese, Marketing Research, Primary Research, Online Community..., Secondary Research, Survey Design, Survey Research, Latin American culture
Education
American University 1997 — 2001
Bachelor of Science, International Business
Mamaroneck High School 1993 — 1997
Karen DaFonte's Zurich Scudder Investments Experience 1998 - 2002
Job Director, HR Operations
Industry Human Resources
Experience
EMC Computer Systems January 2008 - Present
State Street January 2005 - January 2008
Deutsche Bank 2002 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens & Clark 1992 - 1998
Skills
Onboarding, Succession Planning, Human Resources, Performance Management, Talent Management, Personnel Management, Talent Acquisition, HRIS, Employee Relations, Organizational..., Workforce Planning
Education
Assumption College 1992 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
EMC Computer Systems January 2008 - Present
State Street January 2005 - January 2008
Deutsche Bank 2002 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens & Clark 1992 - 1998
Skills
Onboarding, Succession Planning, Human Resources, Performance Management, Talent Management, Personnel Management, Talent Acquisition, HRIS, Employee Relations, Organizational..., Workforce Planning
Education
Assumption College 1992 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Jason A. McMann's Zurich Scudder Investments Experience November 2000 - February 2002
Job Marketing Specialist
Industry Market Research
Experience
Accusonic 2010 - 2014
College Solutions Network, LLC. June 2002 - May 2008
Zurich Scudder Investments November 2000 - February 2002
The Baird Center (The Home for Little Wanderers) July 1998 - October 2000
Education
Clark University 1994 — 1998
Bachelor's Degree, English (Liberal Arts)
Accusonic 2010 - 2014
College Solutions Network, LLC. June 2002 - May 2008
Zurich Scudder Investments November 2000 - February 2002
The Baird Center (The Home for Little Wanderers) July 1998 - October 2000
Education
Clark University 1994 — 1998
Bachelor's Degree, English (Liberal Arts)
Geoffrey Capes Geoffrey Capes's Zurich Scudder Investments Experience March 2001 - March 2002
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
Stephen Langlois Stephen Langlois's Zurich Scudder Investments Experience 1996 - 2001
Job Strategic Business Development, Fidelity Wealth Technologies at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments September 2011 - July 2013
LPL Financial 2004 - 2011
Columbia Management 2002 - 2004
Zurich Scudder Investments 1996 - 2001
Scudder, Stevens & Clark 1996 - 2001
Bain & Company 1992 - 1996
Digital Equipment Corporation 1985 - 1989
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Colby College 1981 — 1985
BA, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments September 2011 - July 2013
LPL Financial 2004 - 2011
Columbia Management 2002 - 2004
Zurich Scudder Investments 1996 - 2001
Scudder, Stevens & Clark 1996 - 2001
Bain & Company 1992 - 1996
Digital Equipment Corporation 1985 - 1989
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Colby College 1981 — 1985
BA, Economics
Elizabeth Moser Elizabeth Moser's Zurich Scudder Investments Experience May 2001 - August 2001
Job Owner of Jade Staffing LLC
Industry Staffing and Recruiting
Experience
Jade Staffing LLC 2010 - Present
Professional Mortgage Advisors, Inc. November 2001 - November 2008
Rockland Trust Company October 2004 - January 2005
Zurich Scudder Investments May 2001 - August 2001
Ropes & Gray LLP March 2001 - May 2001
Manulife Financial October 2000 - February 2001
Scudder Kemper Investments May 2000 - August 2000
Manning Associates January 1999 - January 2000
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Sourcing, Interviews, Screening Resumes, Applicant Tracking..., HR Consulting, Temporary Placement, Employee Benefits, Internet Recruiting, HRIS, Employee Relations, Staffing Services
Education
Boston University 1994 — 1997
Masters, MSW
Binghamton University 1991 — 1994
BS, Psychology
FDR 1988 — 1991
High School
Jade Staffing LLC 2010 - Present
Professional Mortgage Advisors, Inc. November 2001 - November 2008
Rockland Trust Company October 2004 - January 2005
Zurich Scudder Investments May 2001 - August 2001
Ropes & Gray LLP March 2001 - May 2001
Manulife Financial October 2000 - February 2001
Scudder Kemper Investments May 2000 - August 2000
Manning Associates January 1999 - January 2000
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Sourcing, Interviews, Screening Resumes, Applicant Tracking..., HR Consulting, Temporary Placement, Employee Benefits, Internet Recruiting, HRIS, Employee Relations, Staffing Services
Education
Boston University 1994 — 1997
Masters, MSW
Binghamton University 1991 — 1994
BS, Psychology
FDR 1988 — 1991
High School
Julie Morrison's Zurich Scudder Investments Experience May 2000 - June 2002
Job
Industry Information Technology and Services
Experience
TJX Companies March 2010 - Present
TJX Companies June 2002 - March 2010
Zurich Scudder Investments May 2000 - June 2002
QUBX Consulting May 1999 - May 2000
Lightbridge June 1995 - August 1997
Pilot Software June 1995 - August 1997
Skills
Project Management, Project Planning, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office, SDLC, Internal Communications, Corporate Events, Leadership, E-commerce, Process Improvement, IT Management, Budgets, Retail, Management, Analysis, Software Project..., MS Project, Cross-functional Team..., Strategy, Business Process, IT Strategy, Software Documentation, Team Leadership
Education
Bentley University 2000 — 2001
Internet Systems Managment
Framingham State University 1989 — 1993
BS, Business Administration
Prosci Change Management Certification
Change Management Certification
TJX Companies March 2010 - Present
TJX Companies June 2002 - March 2010
Zurich Scudder Investments May 2000 - June 2002
QUBX Consulting May 1999 - May 2000
Lightbridge June 1995 - August 1997
Pilot Software June 1995 - August 1997
Skills
Project Management, Project Planning, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Microsoft Office, SDLC, Internal Communications, Corporate Events, Leadership, E-commerce, Process Improvement, IT Management, Budgets, Retail, Management, Analysis, Software Project..., MS Project, Cross-functional Team..., Strategy, Business Process, IT Strategy, Software Documentation, Team Leadership
Education
Bentley University 2000 — 2001
Internet Systems Managment
Framingham State University 1989 — 1993
BS, Business Administration
Prosci Change Management Certification
Change Management Certification
Liz McHutcheon Liz McHutcheon's Zurich Scudder Investments Experience October 2000 - December 2001
Job Business Coach/Creative
Industry Accounting
Experience
What's Your Brave? September 2010 - Present
Zurich Scudder Investments October 2000 - December 2001
Investors Bank & Trust April 1996 - October 2000
Skills
CPA, February 1997
Education
Cleveland State University 1990 — 1993
BS, Accounting
Mentor High School 1982 — 1985
What's Your Brave? September 2010 - Present
Zurich Scudder Investments October 2000 - December 2001
Investors Bank & Trust April 1996 - October 2000
Skills
CPA, February 1997
Education
Cleveland State University 1990 — 1993
BS, Accounting
Mentor High School 1982 — 1985
Maliz Beams Maliz Beams's Zurich Scudder Investments Experience 1997 - 2003
Job Global Financial Services Executive and Director
Industry Financial Services
Experience
Voya Financial (Formally ING US) 2011 - 2015
TIAA-CREF 2004 - 2010
Zurich Scudder Investments 1997 - 2003
Fleet Investment Advisors, Fleet Financial 1993 - 1997
American Express 1988 - 1993
Citibank 1984 - 1988
Education
Boston College
BA, English
Columbia University - Columbia Business School
MBA, Marketing and Finance
Harvard University
CSS, Strategic Planning
Voya Financial (Formally ING US) 2011 - 2015
TIAA-CREF 2004 - 2010
Zurich Scudder Investments 1997 - 2003
Fleet Investment Advisors, Fleet Financial 1993 - 1997
American Express 1988 - 1993
Citibank 1984 - 1988
Education
Boston College
BA, English
Columbia University - Columbia Business School
MBA, Marketing and Finance
Harvard University
CSS, Strategic Planning
Chip Edwards Chip Edwards's Zurich Scudder Investments Experience 1998 - 2002
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Donald Walton Donald Walton's Zurich Scudder Investments Experience July 2001 - January 2002
Job Manager, Automation and Performance Testing
Industry Information Technology and Services
Experience
Emblem Health October 2011 - Present
DSW Consulting, LLC July 2001 - Present
Direct Brands (Columbia House & Doubleday) February 2011 - August 2011
Royal Bank of Scotland Group December 2008 - February 2011
Integro Insurance Brokers July 2007 - September 2008
Integro Group Ltd 2007 - September 2008
Publishers Clearing House March 2006 - July 2007
WebMD March 2002 - March 2006
WebMDMedScape 2002 - 2006
Zurich Scudder Investments July 2001 - January 2002
Skills
Leadership, Performance Testing, LoadRunner, Quality Center, Software Development, Testing, SDLC, Visio, Business Analysis, Business Process..., Agile Methodologies, E-commerce, Management, PMO, Vendor Management, Test Planning, Software Quality..., Project Management, Requirements Analysis, Test Automation, Quality Assurance, Business Process..., SQL, .NET, Analysis, Software Project..., User Acceptance Testing, QTP, Regression Testing, HP Quality Center
Education
Binghamton University 1992 — 1995
BS, MIS
Emblem Health October 2011 - Present
DSW Consulting, LLC July 2001 - Present
Direct Brands (Columbia House & Doubleday) February 2011 - August 2011
Royal Bank of Scotland Group December 2008 - February 2011
Integro Insurance Brokers July 2007 - September 2008
Integro Group Ltd 2007 - September 2008
Publishers Clearing House March 2006 - July 2007
WebMD March 2002 - March 2006
WebMDMedScape 2002 - 2006
Zurich Scudder Investments July 2001 - January 2002
Skills
Leadership, Performance Testing, LoadRunner, Quality Center, Software Development, Testing, SDLC, Visio, Business Analysis, Business Process..., Agile Methodologies, E-commerce, Management, PMO, Vendor Management, Test Planning, Software Quality..., Project Management, Requirements Analysis, Test Automation, Quality Assurance, Business Process..., SQL, .NET, Analysis, Software Project..., User Acceptance Testing, QTP, Regression Testing, HP Quality Center
Education
Binghamton University 1992 — 1995
BS, MIS
Arne Saupe's Zurich Scudder Investments Experience 2001 - 2002
Job Senior Developer at FFastFill
Industry Financial Services
Experience
FFastFill November 2011 - Present
WTD Consulting, Inc. December 2010 - November 2011
ADM Investor Services February 2002 - September 2010
Zurich Scudder Investments 2001 - 2002
Saupe, inc. 1996 - 2002
Wards 1998 - 2000
ShopLocal August 1999 - November 1999
CNA Insurance 1996 - 1998
Skills
Microsoft SQL Server, Process Improvement, Business Analysis, SDLC, Team Leadership, Integration, IT Management, Requirements Gathering, Project Management, Linux, Leadership, Visual Studio, Software Design, System Administration, Team Management, Security, Scrum, Windows, SharePoint, Enterprise Architecture, Start-ups, Management, Data Center, SQL, Software Development, Agile Methodologies, Software Project..., SaaS, Business Process..., Databases, .NET, Vendor Management, Requirements Analysis, Java, IT Strategy, Cloud Computing, IIS, SOA, Unix, Trading Systems, XML, C#, Electronic Trading, Web Services, Visio, DB2, Distributed Systems, Design Patterns, Oracle
Education
Kent State University 1987 — 1992
B.S., Computer Science
FFastFill November 2011 - Present
WTD Consulting, Inc. December 2010 - November 2011
ADM Investor Services February 2002 - September 2010
Zurich Scudder Investments 2001 - 2002
Saupe, inc. 1996 - 2002
Wards 1998 - 2000
ShopLocal August 1999 - November 1999
CNA Insurance 1996 - 1998
Skills
Microsoft SQL Server, Process Improvement, Business Analysis, SDLC, Team Leadership, Integration, IT Management, Requirements Gathering, Project Management, Linux, Leadership, Visual Studio, Software Design, System Administration, Team Management, Security, Scrum, Windows, SharePoint, Enterprise Architecture, Start-ups, Management, Data Center, SQL, Software Development, Agile Methodologies, Software Project..., SaaS, Business Process..., Databases, .NET, Vendor Management, Requirements Analysis, Java, IT Strategy, Cloud Computing, IIS, SOA, Unix, Trading Systems, XML, C#, Electronic Trading, Web Services, Visio, DB2, Distributed Systems, Design Patterns, Oracle
Education
Kent State University 1987 — 1992
B.S., Computer Science
Lucille (Lucy) Blaschke Lucille (Lucy) Blaschke's Zurich Scudder Investments Experience 1999 - 2002
Job Lead Manager, Digital & Multichannel Programs at AXA US
Industry Internet
Experience
AXA US November 2012 - Present
Simmons College March 2007 - June 2013
AXA US October 2007 - November 2012
Atomic Learning 2009 - 2011
State Street Global Advisors April 2006 - September 2007
State Street Global Advisors 2003 - 2006
Zurich Scudder Investments 1999 - 2002
Scudder, Stevens & Clark, Inc. 1996 - 1998
Skills
Content Management, Project Management, Web Design, Management, Program Management, Adobe Creative Suite, Marketing, E-Learning, Strategic Planning, Marketing Communications, Teaching, Change Management, Internal Communications, Microsoft Office, Social Media, Digital Media, Digital Photography, Digital Video, Photoshop
Education
Simmons College 2004 — 2005
Master of Science in Education, Assistive Technology in Special Education
Northeastern University 2003 — 2004
Graduate Certification in Interactive Design, Accessible Web Design
Northeastern University 1998 — 1999
Certification in Webmaster Technology, Website Design
Berklee College of Music 1980 — 1983
Bachelor of Music, Professional Music and Composition
AXA US November 2012 - Present
Simmons College March 2007 - June 2013
AXA US October 2007 - November 2012
Atomic Learning 2009 - 2011
State Street Global Advisors April 2006 - September 2007
State Street Global Advisors 2003 - 2006
Zurich Scudder Investments 1999 - 2002
Scudder, Stevens & Clark, Inc. 1996 - 1998
Skills
Content Management, Project Management, Web Design, Management, Program Management, Adobe Creative Suite, Marketing, E-Learning, Strategic Planning, Marketing Communications, Teaching, Change Management, Internal Communications, Microsoft Office, Social Media, Digital Media, Digital Photography, Digital Video, Photoshop
Education
Simmons College 2004 — 2005
Master of Science in Education, Assistive Technology in Special Education
Northeastern University 2003 — 2004
Graduate Certification in Interactive Design, Accessible Web Design
Northeastern University 1998 — 1999
Certification in Webmaster Technology, Website Design
Berklee College of Music 1980 — 1983
Bachelor of Music, Professional Music and Composition
Neil Gardner Neil Gardner's Zurich Scudder Investments Experience September 2001 - February 2003
Job
Industry Information Technology and Services
Experience
Glasshouse Technology January 2012 - January 2013
Charles River Development February 2011 - September 2011
Bridgewater Associates August 2009 - February 2011
New Vantage Partners March 2009 - March 2010
Fidelity Investments January 2006 - February 2009
Fidelity Investments March 2003 - January 2006
Zurich-Scudder Investments September 2001 - February 2003
Deutsche Bank 2002 - 2003
NaviSite April 2000 - July 2001
Skills
Project Management, SDLC, Contract Negotiation, IT Operations, Organizational Design, Financial Services, Consulting, Budgets, Enterprise Software, Business Analysis, Vendor Management, Program Management, Asset Managment, Risk Management, Change Management, Strategy, Cloud Computing, Software Project..., Enterprise Architecture, Product Management, Asset Management, Cloud Computing IaaS, Management, Process Improvement, PMO, Data Center, Business Development, Agile Methodologies, Business Process, Leadership, Team Leadership, IT Strategy, Software Development, Executive Management, Analysis, Virtualization, SaaS, Business Intelligence, Outsourcing, Databases, Start-ups, Project Portfolio..., Business Process..., Integration, IT Management, Professional Services, Service Delivery, Infrastructure, Management Consulting, Information Technology
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA
Concordia University 1980 — 1983
Bachelor, Computer Science
Glasshouse Technology January 2012 - January 2013
Charles River Development February 2011 - September 2011
Bridgewater Associates August 2009 - February 2011
New Vantage Partners March 2009 - March 2010
Fidelity Investments January 2006 - February 2009
Fidelity Investments March 2003 - January 2006
Zurich-Scudder Investments September 2001 - February 2003
Deutsche Bank 2002 - 2003
NaviSite April 2000 - July 2001
Skills
Project Management, SDLC, Contract Negotiation, IT Operations, Organizational Design, Financial Services, Consulting, Budgets, Enterprise Software, Business Analysis, Vendor Management, Program Management, Asset Managment, Risk Management, Change Management, Strategy, Cloud Computing, Software Project..., Enterprise Architecture, Product Management, Asset Management, Cloud Computing IaaS, Management, Process Improvement, PMO, Data Center, Business Development, Agile Methodologies, Business Process, Leadership, Team Leadership, IT Strategy, Software Development, Executive Management, Analysis, Virtualization, SaaS, Business Intelligence, Outsourcing, Databases, Start-ups, Project Portfolio..., Business Process..., Integration, IT Management, Professional Services, Service Delivery, Infrastructure, Management Consulting, Information Technology
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA
Concordia University 1980 — 1983
Bachelor, Computer Science
Jesse Oman Jesse Oman's Zurich Scudder Investments Experience February 1999 - 2000
Job Assistant Commissioner, Projects & Initiatives
Industry Information Technology and Services
Experience
State of Minnesota July 2012 - Present
BioScrip February 2010 - July 2012
BioScrip June 2008 - February 2010
Deutsche Asset Management 2007 - June 2008
Deutsche Asset Management 2006 - 2007
Deutsche Asset Management 2004 - 2006
Deutsche Asset Management 2002 - 2004
Scudder Investments 2000 - 2002
Zurich Scudder Investments February 1999 - 2000
Skills
Portfolio Management, Budgeting, Data Warehousing, SDLC, Vendor Management, Business Analysis, Process Improvement, Program Management, MS Project, Application Development, Business Process..., Team Leadership, Team Building, Outsourcing, Problem Solving, Integration, Software Project..., IT Strategy, PMP, Healthcare, Project Management, IT Management, Visio, Business Intelligence, Management, PMO, Agile Methodologies, Software Development, Budgets, Mergers & Acquisitions, Team Management, Organizational..., Organizational..., Distributed Team..., Virtual Teams, CRM, Analysis, Quality Assurance, Leadership, Project Planning, Enterprise Software, Databases, Strategy, Security, E-commerce, Governance, Enterprise Architecture, Cross-functional Team..., Change Management, Access
Education
DePaul University 2001 — 2005
Masters of Science
Knox College 1992 — 1996
B.A.
State of Minnesota July 2012 - Present
BioScrip February 2010 - July 2012
BioScrip June 2008 - February 2010
Deutsche Asset Management 2007 - June 2008
Deutsche Asset Management 2006 - 2007
Deutsche Asset Management 2004 - 2006
Deutsche Asset Management 2002 - 2004
Scudder Investments 2000 - 2002
Zurich Scudder Investments February 1999 - 2000
Skills
Portfolio Management, Budgeting, Data Warehousing, SDLC, Vendor Management, Business Analysis, Process Improvement, Program Management, MS Project, Application Development, Business Process..., Team Leadership, Team Building, Outsourcing, Problem Solving, Integration, Software Project..., IT Strategy, PMP, Healthcare, Project Management, IT Management, Visio, Business Intelligence, Management, PMO, Agile Methodologies, Software Development, Budgets, Mergers & Acquisitions, Team Management, Organizational..., Organizational..., Distributed Team..., Virtual Teams, CRM, Analysis, Quality Assurance, Leadership, Project Planning, Enterprise Software, Databases, Strategy, Security, E-commerce, Governance, Enterprise Architecture, Cross-functional Team..., Change Management, Access
Education
DePaul University 2001 — 2005
Masters of Science
Knox College 1992 — 1996
B.A.
Michael Kaplan Michael Kaplan's Zurich Scudder Investments Experience March 2000 - April 2002
Job GX Product Development Manager, Vice President at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
State Street October 2010 - January 2014
Deutsche Asset Management April 2002 - October 2010
Zurich Scudder Investments March 2000 - April 2002
Scudder Kemper Investments March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight) May 1982 - February 1998
Access Technology, Inc. (now CA Technologies) June 1985 - June 1987
Education Development Center October 1981 - May 1982
Abt Associates Inc. August 1975 - August 1981
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server
Education
Case Western Reserve University 1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering
Case Western Reserve University 1970 — 1973
Master of Science (MS), Systems & Control Engineering
Case Western Reserve University 1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors
State Street November 2014 - Present
State Street October 2010 - January 2014
Deutsche Asset Management April 2002 - October 2010
Zurich Scudder Investments March 2000 - April 2002
Scudder Kemper Investments March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight) May 1982 - February 1998
Access Technology, Inc. (now CA Technologies) June 1985 - June 1987
Education Development Center October 1981 - May 1982
Abt Associates Inc. August 1975 - August 1981
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server
Education
Case Western Reserve University 1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering
Case Western Reserve University 1970 — 1973
Master of Science (MS), Systems & Control Engineering
Case Western Reserve University 1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors
Stephen Lautz Stephen Lautz's Zurich Scudder Investments Experience July 1996 - December 1998
Job Partner at FocalPointe Group
Industry Management Consulting
Experience
FocalPointe Group October 2009 - Present
eLoyalty February 2001 - November 2009
Morningstar January 1999 - December 2000
Zurich Scudder Investments July 1996 - December 1998
Stein Roe & Farnham July 1985 - June 1995
CNA Insurance June 1981 - July 1985
Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services
Education
Loyola University of Chicago - Graduate School of Business 1986 — 1990
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Industrial Relations
FocalPointe Group October 2009 - Present
eLoyalty February 2001 - November 2009
Morningstar January 1999 - December 2000
Zurich Scudder Investments July 1996 - December 1998
Stein Roe & Farnham July 1985 - June 1995
CNA Insurance June 1981 - July 1985
Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services
Education
Loyola University of Chicago - Graduate School of Business 1986 — 1990
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Industrial Relations
Diana Mojica Diana Mojica's Zurich Scudder Investments Experience 1999 - 2001
Job Business Systems Manager at Menasha Packaging
Industry Computer Software
Experience
Menasha Packaging March 2015 - Present
Premier Farnell July 2013 - February 2015
Premier Farnell October 2011 - July 2013
Premier Farnell January 2011 - October 2011
Produce Pro, Inc. 2008 - 2009
Smurfit-Stone Container Corp 2001 - 2008
Zurich Scudder Investments 1999 - 2001
Skills
Agile Methodologies, ITIL, IBM iSeries, Change Management, OS/400, Analytics, Disaster Recovery, SDLC, OCR, IT Management, Vendor Management, Business Analysis, IT Service Management, Process Improvement, Integration, SQL, Business Intelligence, Business Process, Databases, Service Delivery, SharePoint, Business Process..., Problem Management, Cross-functional Team..., Project Delivery, Active Directory, ERP, Requirements Analysis, Visio, Software Documentation, IT Operations, Operating Systems, IT Strategy, Troubleshooting, Incident Management, Requirements Gathering, System Administration, Service Desk, Technical Support, Information Technology, Data Migration, Systems Analysis
Education
DePaul University 1996 — 1999
BS, Computer Science with emphasis in Information Systems
Menasha Packaging March 2015 - Present
Premier Farnell July 2013 - February 2015
Premier Farnell October 2011 - July 2013
Premier Farnell January 2011 - October 2011
Produce Pro, Inc. 2008 - 2009
Smurfit-Stone Container Corp 2001 - 2008
Zurich Scudder Investments 1999 - 2001
Skills
Agile Methodologies, ITIL, IBM iSeries, Change Management, OS/400, Analytics, Disaster Recovery, SDLC, OCR, IT Management, Vendor Management, Business Analysis, IT Service Management, Process Improvement, Integration, SQL, Business Intelligence, Business Process, Databases, Service Delivery, SharePoint, Business Process..., Problem Management, Cross-functional Team..., Project Delivery, Active Directory, ERP, Requirements Analysis, Visio, Software Documentation, IT Operations, Operating Systems, IT Strategy, Troubleshooting, Incident Management, Requirements Gathering, System Administration, Service Desk, Technical Support, Information Technology, Data Migration, Systems Analysis
Education
DePaul University 1996 — 1999
BS, Computer Science with emphasis in Information Systems
Jim Stiller Jim Stiller's Zurich Scudder Investments Experience January 1996 - April 2002
Job Senior Consultant at Cloud Technology Partners
Industry Information Technology and Services
Experience
Cloud Technology Partners March 2012 - Present
Atos IT Solutions and Services July 2011 - March 2012
Siemens IT Solutions and Services January 2009 - February 2012
Siemens July 2007 - January 2009
Allstate June 2002 - July 2007
Zurich Scudder Investments January 1996 - April 2002
Kemper Financial Services November 1982 - January 1996
Skills
Cloud Computing, Enterprise Storage, Database Management, Business Management, Storage, Business Analysis, Process Engineering, Disaster Recovery, OpenStack, Program Management, Security, Vendor Management, Management, PMP, Strategy, Database Admin, IT Management, Data Center, Business Process, Professional Services, Integration
Education
Harper College 2006 — 2008
AAS, Business Management
Cloud Technology Partners March 2012 - Present
Atos IT Solutions and Services July 2011 - March 2012
Siemens IT Solutions and Services January 2009 - February 2012
Siemens July 2007 - January 2009
Allstate June 2002 - July 2007
Zurich Scudder Investments January 1996 - April 2002
Kemper Financial Services November 1982 - January 1996
Skills
Cloud Computing, Enterprise Storage, Database Management, Business Management, Storage, Business Analysis, Process Engineering, Disaster Recovery, OpenStack, Program Management, Security, Vendor Management, Management, PMP, Strategy, Database Admin, IT Management, Data Center, Business Process, Professional Services, Integration
Education
Harper College 2006 — 2008
AAS, Business Management
Bethany Smith Boksanski Bethany Smith Boksanski's Zurich Scudder Investments Experience 2000 - 2001
Job Services Coordinator at Newmarket International
Industry Hospitality
Experience
Newmarket International February 2014 - March 2015
GreenPages Technology Solutions October 2006 - February 2014
Zurich Scudder Investments 2000 - 2001
Zurich Scudder Investments 1999 - 2000
Zurich Scudder Investments 1996 - 1999
Skills
Salesforce.com
Education
Massachusetts College of Liberal Arts
Business Administration, Management, Marketing
Southern New Hampshire University
Masters Business Administration, Business
Newmarket International February 2014 - March 2015
GreenPages Technology Solutions October 2006 - February 2014
Zurich Scudder Investments 2000 - 2001
Zurich Scudder Investments 1999 - 2000
Zurich Scudder Investments 1996 - 1999
Skills
Salesforce.com
Education
Massachusetts College of Liberal Arts
Business Administration, Management, Marketing
Southern New Hampshire University
Masters Business Administration, Business
Joseph Bufalini Joseph Bufalini's Zurich Scudder Investments Experience 2000 - 2002
Job Chief of StaffGlobal Business Office Head
Industry Financial Services
Experience
Citi January 2010 - Present
New York Life Investment Management LLC 2006 - 2010
Deutsche Asset Management 2000 - 2006
Zurich Scudder Investments 2000 - 2002
Bear Stearns 1997 - 2000
Skills
Financial Analysis, Strategic Planning, Expense Management, Asset Management, Budgeting, Forecasting, Financial Reporting, Strategic Financial..., Mutual Funds, Financial Services, Variance Analysis, Budgets, Asset Managment, Financial Modeling, Management, Essbase, Analysis, Finance, Analytics, Financial Risk, Corporate Finance, Investment Banking, Business Analysis, Capital Markets, Hedge Funds, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island
BS, Accounting and Finance
Citi January 2010 - Present
New York Life Investment Management LLC 2006 - 2010
Deutsche Asset Management 2000 - 2006
Zurich Scudder Investments 2000 - 2002
Bear Stearns 1997 - 2000
Skills
Financial Analysis, Strategic Planning, Expense Management, Asset Management, Budgeting, Forecasting, Financial Reporting, Strategic Financial..., Mutual Funds, Financial Services, Variance Analysis, Budgets, Asset Managment, Financial Modeling, Management, Essbase, Analysis, Finance, Analytics, Financial Risk, Corporate Finance, Investment Banking, Business Analysis, Capital Markets, Hedge Funds, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island
BS, Accounting and Finance
William Barr William Barr's Zurich Scudder Investments Experience April 2001 - April 2002
Job Risk Management Consultant
Industry Capital Markets
Experience
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Jean Ogrinz Jean Ogrinz's Zurich Scudder Investments Experience 1998 - 2001
Job Sr. Librarian at Queens Library
Industry Libraries
Experience
Queens Library February 2006 - Present
SG Cowen July 2002 - November 2005
Zurich Scudder Investments 1998 - 2001
Skills
Library Instruction, Information Literacy, Cataloging, Library Research, Collection Development, Library, Library Science, Public Libraries, Community Outreach, Circulation
Education
Long Island University
Advanced Certificate, Public Library Administration
Long Island University 2002 — 2004
MLS, Library Science
Oberlin College 1987 — 1991
B.A.
Hunter College High School 1981 — 1987
Queens Library February 2006 - Present
SG Cowen July 2002 - November 2005
Zurich Scudder Investments 1998 - 2001
Skills
Library Instruction, Information Literacy, Cataloging, Library Research, Collection Development, Library, Library Science, Public Libraries, Community Outreach, Circulation
Education
Long Island University
Advanced Certificate, Public Library Administration
Long Island University 2002 — 2004
MLS, Library Science
Oberlin College 1987 — 1991
B.A.
Hunter College High School 1981 — 1987
Lorie Davis Lorie Davis's Zurich Scudder Investments Experience 2000 - 2003
Job Board Member
Industry Nonprofit Organization Management
Experience
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Lina Stern Lina Stern's Zurich Scudder Investments Experience August 2000 - May 2002
Job Head of Human Change and Design, Digital Innovation
Industry Management Consulting
Experience
Capco; Fidelity National Information Services (FIS) owned August 2012 - Present
Capco August 2012 - Present
Talent Partners February 2007 - July 2012
Graham-Windham and HeartShare 2007 - 2008
HeartShare Human Services of New York August 2003 - February 2007
Zurich Scudder Investments August 2000 - May 2002
Deutsche Bank January 2000 - May 2000
Skills
Coaching, Life Transitions, Performance Management, Onboarding, Training & Development, Employee Training, Strategic Planning, Strategic Communications, 360 Feedback, Succession Planning, Vendor Management, Leadership Development, Organizational Design, Talent Management, Employee Relations, Human Resources, Strategy, Management Consulting, Career Development, Leadership
Education
New York University 2008 — 2010
Coaching Certification, Certificate in Executive Coaching
Columbia University in the City of New York 2002 — 2003
MA, Social-Organizational Psychology
New York University 1997 — 2000
BA, Organizational Psychology
Capco; Fidelity National Information Services (FIS) owned August 2012 - Present
Capco August 2012 - Present
Talent Partners February 2007 - July 2012
Graham-Windham and HeartShare 2007 - 2008
HeartShare Human Services of New York August 2003 - February 2007
Zurich Scudder Investments August 2000 - May 2002
Deutsche Bank January 2000 - May 2000
Skills
Coaching, Life Transitions, Performance Management, Onboarding, Training & Development, Employee Training, Strategic Planning, Strategic Communications, 360 Feedback, Succession Planning, Vendor Management, Leadership Development, Organizational Design, Talent Management, Employee Relations, Human Resources, Strategy, Management Consulting, Career Development, Leadership
Education
New York University 2008 — 2010
Coaching Certification, Certificate in Executive Coaching
Columbia University in the City of New York 2002 — 2003
MA, Social-Organizational Psychology
New York University 1997 — 2000
BA, Organizational Psychology
John Bloome John Bloome's Zurich Scudder Investments Experience 2000 - 2001
Job Senior Customer Support Manager at Firm58
Industry Computer Software
Experience
Firm58 August 2013 - Present
Firm58 August 2008 - August 2013
SunGard December 2005 - August 2008
Duff & Phelps Investment Management Co. 2001 - 2005
Zurich Scudder Investments 2000 - 2001
Ennis Knupp & Associates 1998 - 2000
Skills
Mutual Funds, Databases, Software Documentation, Business Analysis, Fixed Income, Derivatives, Financial Services, SQL, SaaS, Solution Architecture, Cloud Computing, Unix, Electronic Trading, Software Project..., Integration, Agile Methodologies
Education
Illinois State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Firm58 August 2013 - Present
Firm58 August 2008 - August 2013
SunGard December 2005 - August 2008
Duff & Phelps Investment Management Co. 2001 - 2005
Zurich Scudder Investments 2000 - 2001
Ennis Knupp & Associates 1998 - 2000
Skills
Mutual Funds, Databases, Software Documentation, Business Analysis, Fixed Income, Derivatives, Financial Services, SQL, SaaS, Solution Architecture, Cloud Computing, Unix, Electronic Trading, Software Project..., Integration, Agile Methodologies
Education
Illinois State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Phil DeFrancesco Phil DeFrancesco's Zurich Scudder Investments Experience July 2001 - March 2002
Job Global Head of Equities Desktop
Industry Investment Management
Experience
Thomson Reuters September 2013 - Present
Millennium Partners April 2002 - February 2013
Zurich Scudder Investments July 2001 - March 2002
Merrill Lynch January 1998 - July 2001
Skills
Hedge Funds, Trading, Equities, Equity Trading, Electronic Trading, Eikon, Trading Systems, Trading Strategies, Bloomberg, Options, Fixed Income, Derivatives, Series 7, Buy-side, Alternative Investments, Equity Derivatives, Financial Markets, Proprietary Trading, Traders, Capital Markets, Market Data, Asset Management, Bonds, ETFs, Equity Research, Hedging, Securities
Education
Binghamton University - School of Management 1996 — 1997
MBA, Finance, 3.7
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Thomson Reuters September 2013 - Present
Millennium Partners April 2002 - February 2013
Zurich Scudder Investments July 2001 - March 2002
Merrill Lynch January 1998 - July 2001
Skills
Hedge Funds, Trading, Equities, Equity Trading, Electronic Trading, Eikon, Trading Systems, Trading Strategies, Bloomberg, Options, Fixed Income, Derivatives, Series 7, Buy-side, Alternative Investments, Equity Derivatives, Financial Markets, Proprietary Trading, Traders, Capital Markets, Market Data, Asset Management, Bonds, ETFs, Equity Research, Hedging, Securities
Education
Binghamton University - School of Management 1996 — 1997
MBA, Finance, 3.7
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Susan Dahl's Zurich Scudder Investments Experience 1998 - 2001
Job Partner, Managing Director, Chief Investment Officer
Industry Investment Management
Experience
Bainco International Investors July 2014 - Present
Bainco International Investors February 2012 - Present
Bainco International Investors 2008 - 2012
Zurich Scudder Investments 1998 - 2001
Scudder, Stevens and Clark 1990 - 1998
Scudder, Stevens & Clark 1987 - 1990
Skills
Portfolio Management, Business Development, Investments, Risk Management, Global Asset Allocation, Equity Research, Business Strategy, Performance Analysis, Product Development, Emerging Markets, Investment Process..., Equities, Fixed Income, Options Strategies, Private Equity, Alternative Investments, Project Management, Financial Analysis, Team Management, New Business Development, Employee Management, Business Process..., General Management, Endowment Funds, Investment Strategies, Institutional..., Management, Asset Management, Asset Allocation
Education
Colby College
Bachelor of Arts (B.A.)
Boston College
Master of Science (MS), Administration
Bainco International Investors July 2014 - Present
Bainco International Investors February 2012 - Present
Bainco International Investors 2008 - 2012
Zurich Scudder Investments 1998 - 2001
Scudder, Stevens and Clark 1990 - 1998
Scudder, Stevens & Clark 1987 - 1990
Skills
Portfolio Management, Business Development, Investments, Risk Management, Global Asset Allocation, Equity Research, Business Strategy, Performance Analysis, Product Development, Emerging Markets, Investment Process..., Equities, Fixed Income, Options Strategies, Private Equity, Alternative Investments, Project Management, Financial Analysis, Team Management, New Business Development, Employee Management, Business Process..., General Management, Endowment Funds, Investment Strategies, Institutional..., Management, Asset Management, Asset Allocation
Education
Colby College
Bachelor of Arts (B.A.)
Boston College
Master of Science (MS), Administration
Kristy Watson Kristy Watson's Zurich Scudder Investments Experience July 1992 - February 1994
Job Former Chief Investment Officer at West Virginia Investment Management Board
Industry Investment Management
Experience
West Virginia Investment Management Board February 2003 - August 2014
West Virginia Investment Management Board April 2001 - February 2003
Morgan Stanley Investment Management February 1994 - April 2001
Zurich Scudder Investments July 1992 - February 1994
Skills
Asset Allocation, Investment Management, Investments, Chartered Financial..., Pension Funds, Financial Modeling
Education
Drake University 1988 — 1992
Bachelor of Science (BS), Finance, General
Sumner Academy
Sumner Academy
West Virginia Investment Management Board February 2003 - August 2014
West Virginia Investment Management Board April 2001 - February 2003
Morgan Stanley Investment Management February 1994 - April 2001
Zurich Scudder Investments July 1992 - February 1994
Skills
Asset Allocation, Investment Management, Investments, Chartered Financial..., Pension Funds, Financial Modeling
Education
Drake University 1988 — 1992
Bachelor of Science (BS), Finance, General
Sumner Academy
Sumner Academy
Christina (Tina) Lamar's Zurich Scudder Investments Experience 1997 - 1999
Job Assistant Director Investment Services at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2013 - September 2015
Allstate Financial January 2012 - January 2013
Allstate Financial November 2003 - January 2012
Allstate Financial March 2002 - November 2003
BlueSuit Inc. 2001 - 2002
Hewitt Associates 1999 - 2001
Zurich Scudder Investments 1997 - 1999
Citi 1995 - 1997
Columbia Management 1993 - 1995
Skills
Insurance, Interactive Marketing, Technology, Financial Services, Metrics Reporting, Web Project Management, Web Content Management, Web Analytics, Digital Marketing, Digital Strategy, Database Marketing, Marketing Communications, Strategic Communications, Corporate Communications, PURLs, HTML emails, Microsites, Qualified Retirement..., User Experience Design, User-centered Design, User Scenarios, Wire Framing, Retirement Planning, Series 63, Series 7, Sales, Fixed Annuities, Mutual Funds, CRM, User Experience, Sales Operations, Investments, Training, Management, Strategy
Education
FINRA 7, 6, 63 and 24
Lake Forest College
Bachelor's degree, Business Administration
Lake Forest College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Northwestern Mutual September 2015 - Present
Northwestern Mutual February 2013 - September 2015
Allstate Financial January 2012 - January 2013
Allstate Financial November 2003 - January 2012
Allstate Financial March 2002 - November 2003
BlueSuit Inc. 2001 - 2002
Hewitt Associates 1999 - 2001
Zurich Scudder Investments 1997 - 1999
Citi 1995 - 1997
Columbia Management 1993 - 1995
Skills
Insurance, Interactive Marketing, Technology, Financial Services, Metrics Reporting, Web Project Management, Web Content Management, Web Analytics, Digital Marketing, Digital Strategy, Database Marketing, Marketing Communications, Strategic Communications, Corporate Communications, PURLs, HTML emails, Microsites, Qualified Retirement..., User Experience Design, User-centered Design, User Scenarios, Wire Framing, Retirement Planning, Series 63, Series 7, Sales, Fixed Annuities, Mutual Funds, CRM, User Experience, Sales Operations, Investments, Training, Management, Strategy
Education
FINRA 7, 6, 63 and 24
Lake Forest College
Bachelor's degree, Business Administration
Lake Forest College
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Robert W Francess, CPA Robert W Francess, CPA's Zurich Scudder Investments Experience April 1999 - April 2002
Job Manager Regulatory Reporting at World Gold Council
Industry Financial Services
Experience
World Gold Council April 2014 - Present
Bonds.com Group, Inc. July 2012 - April 2014
OMA Consulting May 2011 - June 2012
GTI Group LLC August 2007 - April 2011
Ramius Capital Group February 2007 - August 2007
M.D. Sass Investor Services, Inc. March 2003 - February 2007
Moore Capital Management April 2002 - March 2003
Zurich Scudder Investments April 1999 - April 2002
KPMG September 1995 - April 1999
Skills
Hedge Funds, Asset Managment, Private Equity, Accounting, Investments, Financial Analysis, Financial Modeling, Fund Accounting, Alternative Investments, Equities, Financial Reporting, Due Diligence, SEC filings, Fund Of Funds, Mergers, Valuation, Cash Management, CPA, Internal Controls, Fixed Income, Venture Capital, Corporate Finance, Asset Management
Education
Iona College 1991 — 1995
BBA, Accounting
World Gold Council April 2014 - Present
Bonds.com Group, Inc. July 2012 - April 2014
OMA Consulting May 2011 - June 2012
GTI Group LLC August 2007 - April 2011
Ramius Capital Group February 2007 - August 2007
M.D. Sass Investor Services, Inc. March 2003 - February 2007
Moore Capital Management April 2002 - March 2003
Zurich Scudder Investments April 1999 - April 2002
KPMG September 1995 - April 1999
Skills
Hedge Funds, Asset Managment, Private Equity, Accounting, Investments, Financial Analysis, Financial Modeling, Fund Accounting, Alternative Investments, Equities, Financial Reporting, Due Diligence, SEC filings, Fund Of Funds, Mergers, Valuation, Cash Management, CPA, Internal Controls, Fixed Income, Venture Capital, Corporate Finance, Asset Management
Education
Iona College 1991 — 1995
BBA, Accounting
Julie Mendoza Julie Mendoza's Zurich Scudder Investments Experience 1994 - 1997
Job Project Coordinator at Fairfax Food Council Live Healthy Fairfax Initiaitve
Industry Nonprofit Organization Management
Experience
Fairfax Food Council - Live Healthy Fairfax Initiaitve October 2014 - Present
The Gardeners' Share 2010 - Present
U.S. House of Representatives May 2012 - December 2012
U.S. House of Representatives 2008 - 2011
U.S. House of Representatives 2005 - 2008
U.S. House of Representatives 2002 - 2005
Fried Frank 1997 - 2001
Zurich Scudder Investments 1994 - 1997
News Corporation 1986 - 1994
Skills
Community Outreach, Fundraising, Nonprofits, Project Management, Volunteer Management, Public Speaking, Public Policy, Sustainability, Non-profits, Research, Policy, Policy Analysis, Community Development, Political Campaigns, Government, Event Planning, Event Management, Grassroots Organizing, Grants, Strategic Planning, Grant Writing, Strategic Communications, Program Development, Program Management, Politics, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Nutrition, Faith Community..., Food Policy
Education
Chesapeake Food Policy Leadership Institute
Johns Hopkins University - Odessey Program
Mini-Med School: Food Systems, Health and A Livable Future
Edinboro University of Pennsylvania
Bachelor of Fine Arts (BFA), Art History & Jewelry Design
The Dalton School
Fairfax Food Council - Live Healthy Fairfax Initiaitve October 2014 - Present
The Gardeners' Share 2010 - Present
U.S. House of Representatives May 2012 - December 2012
U.S. House of Representatives 2008 - 2011
U.S. House of Representatives 2005 - 2008
U.S. House of Representatives 2002 - 2005
Fried Frank 1997 - 2001
Zurich Scudder Investments 1994 - 1997
News Corporation 1986 - 1994
Skills
Community Outreach, Fundraising, Nonprofits, Project Management, Volunteer Management, Public Speaking, Public Policy, Sustainability, Non-profits, Research, Policy, Policy Analysis, Community Development, Political Campaigns, Government, Event Planning, Event Management, Grassroots Organizing, Grants, Strategic Planning, Grant Writing, Strategic Communications, Program Development, Program Management, Politics, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Nutrition, Faith Community..., Food Policy
Education
Chesapeake Food Policy Leadership Institute
Johns Hopkins University - Odessey Program
Mini-Med School: Food Systems, Health and A Livable Future
Edinboro University of Pennsylvania
Bachelor of Fine Arts (BFA), Art History & Jewelry Design
The Dalton School
Patricia Weber's Zurich Scudder Investments Experience 1996 - 2001
Job Program Management / Business & TechnologyServices
Industry Information Technology and Services
Experience
Boston Financial Data Services 2010 - 2014
Boston Financial Data Services 2001 - June 2011
Zurich Scudder Investments 1996 - 2001
Skills
Financial Services, Mutual Funds, Relationship Management, Vendor Management, Securities, Risk Management, Business Requirements, Process Improvement, SDLC, Requirements Gathering, Business Analysis, Leadership, Requirements Analysis, Asset Management, Business Process..., Project Management, Portfolio Management, Program Management, Analysis, CRM, Management, Project Portfolio..., PMO, Business Process, Change Management, Visio, IT Strategy, Business Intelligence
Education
Bridgewater State College
BA, English
Boston Financial Data Services 2010 - 2014
Boston Financial Data Services 2001 - June 2011
Zurich Scudder Investments 1996 - 2001
Skills
Financial Services, Mutual Funds, Relationship Management, Vendor Management, Securities, Risk Management, Business Requirements, Process Improvement, SDLC, Requirements Gathering, Business Analysis, Leadership, Requirements Analysis, Asset Management, Business Process..., Project Management, Portfolio Management, Program Management, Analysis, CRM, Management, Project Portfolio..., PMO, Business Process, Change Management, Visio, IT Strategy, Business Intelligence
Education
Bridgewater State College
BA, English
Catherine (Cari) Cardaci Catherine (Cari) Cardaci's Zurich Scudder Investments Experience January 2000 - April 2002
Job Chief Marketing Officer at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Andrew Goldsmith Andrew Goldsmith's Zurich Scudder Investments Experience 1996 - 1999
Job Head of Institutional Sales & Consultant Relations at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors October 2011 - Present
ClearBridge Advisors 2007 - November 2011
The Reserve Funds 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Zurich Scudder Investments 1996 - 1999
Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies
Education
Haverford College 1991 — 1995
Santa Monica High School
Tortoise Capital Advisors October 2011 - Present
ClearBridge Advisors 2007 - November 2011
The Reserve Funds 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Zurich Scudder Investments 1996 - 1999
Skills
Equity Capital Markets, Alternative Investments, Series 7, Hedge Funds, Master Limited..., Energy Infrastructure, Infrastructure, Series 24, Series 63, Equities, Investment Management, Consultant Relations, Institutional Sales, Endowment Funds, Foundations, Family Offices, Corporate Plans, Public Pension Plans, Pension Funds, Fund Of Funds, Family Office, Asset Allocation, Investments, Private Equity, Asset Management, Portfolio Management, Institutional, Valuation, Pensions, Mutual Funds, Institutional..., Investment Strategies
Education
Haverford College 1991 — 1995
Santa Monica High School
Monika Pelletier Monika Pelletier's Zurich Scudder Investments Experience November 1996 - April 2002
Job 30 years experience in customer service, 16 years of banking experience and 10 years of trust experience.
Industry Individual & Family Services
Experience
Pacific Fiduciary Group November 2007 - November 2014
Association of California November 2009 - May 2012
Western Fiduciary Group January 2004 - March 2008
City National Bank May 2004 - December 2005
City National Bank March 2003 - May 2004
City National Bank September 2002 - March 2003
Zurich Scudder Investments November 1996 - April 2002
Washington Mutual Savings Bank May 1991 - November 1996
Skills
Wealth Management, Estate Planning, Trusts, Trust Services, Banking, 401k, Wealth, Special Needs Trusts, Training, Finance, Estate Administration, Fiduciary, Guardianship, Relationship Management, Powers of Attorney, Employee Benefits, Financial Services, Estate Law, Leadership, Loans, Management, Accounting, Investments, Mutual Funds, Small Business
Education
California State University-Fullerton 2007 — 2008
Trust Administration
USDHS
High School Diploma
Pacific Fiduciary Group November 2007 - November 2014
Association of California November 2009 - May 2012
Western Fiduciary Group January 2004 - March 2008
City National Bank May 2004 - December 2005
City National Bank March 2003 - May 2004
City National Bank September 2002 - March 2003
Zurich Scudder Investments November 1996 - April 2002
Washington Mutual Savings Bank May 1991 - November 1996
Skills
Wealth Management, Estate Planning, Trusts, Trust Services, Banking, 401k, Wealth, Special Needs Trusts, Training, Finance, Estate Administration, Fiduciary, Guardianship, Relationship Management, Powers of Attorney, Employee Benefits, Financial Services, Estate Law, Leadership, Loans, Management, Accounting, Investments, Mutual Funds, Small Business
Education
California State University-Fullerton 2007 — 2008
Trust Administration
USDHS
High School Diploma
Mike Ballentine Mike Ballentine's Zurich Scudder Investments Experience May 1998 - January 2002
Job Business Systems Analyst, Financial Services
Industry Financial Services
Experience
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Ryan C. Jaggers, CFA Ryan C. Jaggers, CFA's Zurich Scudder Investments Experience 1999 - 2002
Job Head of North America Insurance Sales at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Anne Serotkin Anne Serotkin's Zurich Scudder Investments Experience December 1997 - June 2002
Job Administrative Assistant (Provide support to senior level management)
Industry Biotechnology
Experience
Pfizer November 2011 - May 2012
Genzyme July 2003 - February 2011
Zurich Scudder Investments December 1997 - June 2002
Massachusetts General Hospital December 1984 - December 1997
Skills
Travel Arrangements, Lotus Notes, Outlook, Biotechnology, Administrative..., Management, Concur, Interviews, Office Management, Calendars, Process Management, Budget Planning, Planning & Execution of..., Medical Billing, Procurement Contracts, Train New Employees, Move Coordination, Microsoft Office, Training, Process Improvement, Budgets, Confidentiality, Calendaring, Ariba, Teamwork, Pharmaceutical Industry, Spreadsheets, PeopleSoft, Data Entry, PowerPoint, Software Documentation, Cross-functional Team..., Administrative...
Education
Lesley University 2009 — 2015
Masters, Interdisciplinary Studies
Lesley University 2005 — 2008
BA, Behavioral Science
University of New Hampshire 1980 — 1983
Associate, Business Administration
Pfizer November 2011 - May 2012
Genzyme July 2003 - February 2011
Zurich Scudder Investments December 1997 - June 2002
Massachusetts General Hospital December 1984 - December 1997
Skills
Travel Arrangements, Lotus Notes, Outlook, Biotechnology, Administrative..., Management, Concur, Interviews, Office Management, Calendars, Process Management, Budget Planning, Planning & Execution of..., Medical Billing, Procurement Contracts, Train New Employees, Move Coordination, Microsoft Office, Training, Process Improvement, Budgets, Confidentiality, Calendaring, Ariba, Teamwork, Pharmaceutical Industry, Spreadsheets, PeopleSoft, Data Entry, PowerPoint, Software Documentation, Cross-functional Team..., Administrative...
Education
Lesley University 2009 — 2015
Masters, Interdisciplinary Studies
Lesley University 2005 — 2008
BA, Behavioral Science
University of New Hampshire 1980 — 1983
Associate, Business Administration
Mary Tritley Mary Tritley's Zurich Scudder Investments Experience 1995 - 2000
Job
Industry Investment Management
Experience
UBS Global Asset Management 2001 - June 2015
American Century Investments 2000 - 2001
Zurich Scudder Investments 1995 - 2000
Skills
Asset Managment, Alternative Investments, Asset Allocation, Capital Markets, Asset Management, Equities, Fixed Income, Hedge Funds, Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Portfolio Management, Private Equity, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Investments and Securities
DePauw University 1987 — 1991
BA, Economics
UBS Global Asset Management 2001 - June 2015
American Century Investments 2000 - 2001
Zurich Scudder Investments 1995 - 2000
Skills
Asset Managment, Alternative Investments, Asset Allocation, Capital Markets, Asset Management, Equities, Fixed Income, Hedge Funds, Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Portfolio Management, Private Equity, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Investments and Securities
DePauw University 1987 — 1991
BA, Economics
Sydney Marzeotti Sydney Marzeotti's Zurich Scudder Investments Experience March 1998 - May 2002
Job Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors (SSgA) 2002 - Present
Zurich Scudder Investments March 1998 - May 2002
Scudder Investments 1992 - 1998
Scudder Investments June 1986 - March 1992
Education
Boston University School of Law 1994 — 1996
LLM, Taxation
Suffolk University Law School 1982 — 1986
JD, Law
University of Michigan 1977 — 1981
BBA, Finance
State Street Global Advisors (SSgA) 2002 - Present
Zurich Scudder Investments March 1998 - May 2002
Scudder Investments 1992 - 1998
Scudder Investments June 1986 - March 1992
Education
Boston University School of Law 1994 — 1996
LLM, Taxation
Suffolk University Law School 1982 — 1986
JD, Law
University of Michigan 1977 — 1981
BBA, Finance
Brad Dowie's Zurich Scudder Investments Experience February 2000 - December 2000
Job Regional Business Manager at Ocean Spray Cranberries
Industry Consumer Goods
Experience
Ocean Spray Cranberries September 2014 - Present
Ocean Spray Cranberries July 2014 - August 2014
Ocean Spray Cranberries November 2009 - July 2014
Ocean Spray Cranberries March 2008 - November 2009
Ocean Spray Cranberries September 2005 - February 2008
Coca-Cola Enterprises October 2004 - September 2005
Coca-Cola Enterprises October 2003 - September 2004
Coca-Cola Enterprises January 2001 - September 2003
Zurich Scudder Investments February 2000 - December 2000
Investors Bank and Trust May 1999 - February 2000
Skills
Trade Marketing, Consumer Products, Grocery, Shopper Marketing, Customer Insight, Income Statement, Forecasting, National Accounts, Sales Operations, Cross-functional Team..., Pricing, Market Planning, Distributors, Food, P&L Analysis, P&L Management, P&L, Management, Retail
Education
Loyola University Maryland 1993 — 1997
BS, Finance
Ocean Spray Cranberries September 2014 - Present
Ocean Spray Cranberries July 2014 - August 2014
Ocean Spray Cranberries November 2009 - July 2014
Ocean Spray Cranberries March 2008 - November 2009
Ocean Spray Cranberries September 2005 - February 2008
Coca-Cola Enterprises October 2004 - September 2005
Coca-Cola Enterprises October 2003 - September 2004
Coca-Cola Enterprises January 2001 - September 2003
Zurich Scudder Investments February 2000 - December 2000
Investors Bank and Trust May 1999 - February 2000
Skills
Trade Marketing, Consumer Products, Grocery, Shopper Marketing, Customer Insight, Income Statement, Forecasting, National Accounts, Sales Operations, Cross-functional Team..., Pricing, Market Planning, Distributors, Food, P&L Analysis, P&L Management, P&L, Management, Retail
Education
Loyola University Maryland 1993 — 1997
BS, Finance
Christopher Thomas Wood's Zurich Scudder Investments Experience 1996 - 1999
Job Mass Communications Professional
Industry Media Production
Experience
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
Xerox Business Services LLC May 2014 - Present
Voya Financial January 2008 - February 2014
Pioneer Investments October 2004 - April 2007
LifeSmart Consultants 2000 - 2004
Zurich Scudder Investments 1996 - 1999
Fidelity Investments 1993 - 1996
The Travelers 1985 - 1993
Skills
Mutual Funds, Marketing Communications, Marketing, Investments, Business Development, Retirement Planning, Financial Services, Program Management, Asset Management, Asset Allocation, Business Relationship..., Strategic Financial..., Key Account Growth, Management, Client Relationship..., Communications..., Communications Tactics, Content Development, 401(k) Marketplace, Institutional Marketing, Media Selection, Strategic Communications, CRM, Financial Planning, Marketing Strategy, Leadership, Email Marketing, Employee Benefits, Strategy
Education
University of California, Los Angeles 1988 — 1989
Professional Certificate, Finance
California State University-Northridge 1981 — 1984
MA (With Distinction), Mass Communications
Gannon University 1968 — 1973
BA, Social Science
NASD/FINRA
Passed Series 6, 7, 63 and 65 examinations
Patrick Keough's Zurich Scudder Investments Experience February 1995 - September 1998
Job Partner ClearEdge Asset Management Consulting
Industry Information Technology and Services
Experience
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
Mark Infanger's Zurich Scudder Investments Experience May 1993 - June 1999
Job VP, Corporate Controller at Calamos Investments
Industry Investment Management
Experience
Calamos Investments VP, Corporate ControllerCalamos Advisors LLC2001 - Present
David Gomez & Associates July 1999 - May 2001
Zurich Scudder Investments May 1993 - June 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MBA, Finance and Financial Management and Control
Augustana College 1989 — 1993
Calamos Investments VP, Corporate ControllerCalamos Advisors LLC2001 - Present
David Gomez & Associates July 1999 - May 2001
Zurich Scudder Investments May 1993 - June 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MBA, Finance and Financial Management and Control
Augustana College 1989 — 1993
Salvatore Bruno's Zurich Scudder Investments Experience 1997 - 2002
Job CIO
Industry Financial Services
Experience
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
Michele (Hallo) Hurley's Zurich Scudder Investments Experience August 1992 - April 2003
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank April 2003 - Present
Zurich Scudder Investments August 1992 - April 2003
Education
Fordham Gabelli School of Business 1989 — 1994
MBA, Finance
Boston College 1984 — 1988
Bachelor's degree, Finance, General
Deutsche Bank April 2003 - Present
Zurich Scudder Investments August 1992 - April 2003
Education
Fordham Gabelli School of Business 1989 — 1994
MBA, Finance
Boston College 1984 — 1988
Bachelor's degree, Finance, General
Dan Kilroy's Zurich Scudder Investments Experience March 2001 - July 2003
Job EVP / Chief Financial Officer at CUSO
Industry Financial Services
Experience
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
Jennifer (Lowery) Van Solkema's Zurich Scudder Investments Experience 2001 - 2002
Job Program Director
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2006 - 2008
Deutsche Bank 2002 - 2006
Zurich Scudder Investments 2001 - 2002
Goldman Sachs 1997 - 2001
Skills
Integration, Equities, Fixed Income, Trading Systems, Project Management, Derivatives, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Securities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Bonds, Asset Management, PMO, Risk Management, Financial Services, Leadership, Strategy, SDLC, Wealth Management, Change Management
Education
Colgate University 1993 — 1997
BA, International Relations
Academy of St. Elizabeth
JPMorgan Chase December 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2006 - 2008
Deutsche Bank 2002 - 2006
Zurich Scudder Investments 2001 - 2002
Goldman Sachs 1997 - 2001
Skills
Integration, Equities, Fixed Income, Trading Systems, Project Management, Derivatives, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Securities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Bonds, Asset Management, PMO, Risk Management, Financial Services, Leadership, Strategy, SDLC, Wealth Management, Change Management
Education
Colgate University 1993 — 1997
BA, International Relations
Academy of St. Elizabeth
Mike Faccioli's Zurich Scudder Investments Experience January 1998 - September 2002
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Deutsche Bank March 2005 - Present
Zurich Scudder Investments January 1998 - September 2002
Telstra New Zealand January 2000 - May 2000
Netway Communications Ltd 1996 - 1997
Education
Clarkson University 1981 — 1985
Deutsche Bank March 2005 - Present
Zurich Scudder Investments January 1998 - September 2002
Telstra New Zealand January 2000 - May 2000
Netway Communications Ltd 1996 - 1997
Education
Clarkson University 1981 — 1985
Kathleen Thomas CCP, CBP, GRP's Zurich Scudder Investments Experience October 1999 - April 2002
Job Senior Compensation Consultant at Santander Bank, N.A.
Industry Pharmaceuticals
Experience
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
Santander Bank, N.A. December 2013 - Present
Santander December 2013 - Present
Ocean Spray Cranberries October 2013 - November 2013
EMD Serono October 2007 - April 2013
EMD Serono, Inc. September 2002 - October 2007
Lesley University April 2001 - December 2002
Zurich Scudder Investments October 1999 - April 2002
MFS Investment Management 1997 - October 1999
New England Financial 1993 - 1997
Skills
Human Resources, HRIS, Taleo, Deferred Compensation, Performance Management, Employee Relations, Onboarding, Organizational..., PeopleSoft, Employee Benefits, Employee Engagement, Succession Planning, Recruiting, Talent Acquisition, Organizational Design, Talent Management, Training, Job Descriptions, Compensation & Benefit, Executive Pay, Compensation & Benefits..., Compensation & Benefits, Workforce Planning, Benefits Administration, Incentive Programs, Compensation Strategies
Education
Lesley University 1998 — 2001
Masters of Science, Management & Human Resources
University of Massachusetts Boston 1988 — 1993
Bachelor's degree of Science, Human Resources Management & Psychology
David Monks's Zurich Scudder Investments Experience July 2001 - April 2002
Job Managing Director BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
Anthony Corbisiero's Zurich Scudder Investments Experience May 2000 - August 2002
Job Independent Trader
Industry Financial Services
Experience
Self Employed January 2012 - Present
Soros Fund Management August 2002 - December 2011
Zurich Scudder Investments May 2000 - August 2002
D.E. Shaw & co. January 1992 - April 2000
Skills
Global Macro, Hedge Funds, FX, Derivatives, Equities, Trading, Options, Currency, Fixed Income, Proprietary Trading, Hedging, Capital Markets, Swaps, Bonds, Interest Rate...
Education
NYU Stern School of Business 1983 — 1985
MBA, Finance
Fordham University 1978 — 1982
B.S., Accounting and Finance
Self Employed January 2012 - Present
Soros Fund Management August 2002 - December 2011
Zurich Scudder Investments May 2000 - August 2002
D.E. Shaw & co. January 1992 - April 2000
Skills
Global Macro, Hedge Funds, FX, Derivatives, Equities, Trading, Options, Currency, Fixed Income, Proprietary Trading, Hedging, Capital Markets, Swaps, Bonds, Interest Rate...
Education
NYU Stern School of Business 1983 — 1985
MBA, Finance
Fordham University 1978 — 1982
B.S., Accounting and Finance
Ania Dedio's Zurich Scudder Investments Experience 2001 - 2001
Job Counsel at NAV Consulting, Inc.
Industry Law Practice
Experience
NAV Consulting, Inc. 2012 - Present
NAV Consulting, Inc. 2009 - 2011
David Wells & Associates, P.C. 2008 - 2009
Northern Trust 2001 - 2007
Zurich Scudder Investments 2001 - 2001
Skills
Courts, Litigation, Financial Services, Commercial Litigation, Civil Litigation, Financial Analysis, Fund Administration, Estate Planning, Legal Research, Legal Writing, Westlaw, Corporate Governance, Hedge Funds, Securities
Education
DePaul University College of Law 2002 — 2007
Juris Doctor with Certificate in International & Comparative Law
DePaul University College of Commerce 1997 — 2000
Bachelor of Science in Commerce with Major in Finance
NAV Consulting, Inc. 2012 - Present
NAV Consulting, Inc. 2009 - 2011
David Wells & Associates, P.C. 2008 - 2009
Northern Trust 2001 - 2007
Zurich Scudder Investments 2001 - 2001
Skills
Courts, Litigation, Financial Services, Commercial Litigation, Civil Litigation, Financial Analysis, Fund Administration, Estate Planning, Legal Research, Legal Writing, Westlaw, Corporate Governance, Hedge Funds, Securities
Education
DePaul University College of Law 2002 — 2007
Juris Doctor with Certificate in International & Comparative Law
DePaul University College of Commerce 1997 — 2000
Bachelor of Science in Commerce with Major in Finance
Caesar Castroverde's Zurich Scudder Investments Experience July 1999 - March 2001
Job
Industry Financial Services
Experience
Mason Street Advisors ( A Northwestern Mutual Life Company) October 2005 - Present
Deerfield Capital Management April 2001 - September 2005
Zurich Scudder Investments July 1999 - March 2001
Citicorp January 1996 - February 1999
Korea Exchange Bank (Hong Kong) March 1995 - December 1995
Lehman Brothers March 1992 - October 1994
Skills
Fixed Income, Derivatives, Portfolio Management, FX Options, Emerging Markets, Investments, Trading, Hedge Funds, Alternative Investments, Series 7, Equities, Securities, CDO, Bonds, Options, Bloomberg, Asset Allocation, Valuation, Asset Management, Investment Management, Investment Strategies, Corporate Finance, MBS, High Yield, ETFs, Capital Markets, Asset Managment, Structured Products
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
MSc.
Cornell University 1982 — 1986
A.B.
Mason Street Advisors ( A Northwestern Mutual Life Company) October 2005 - Present
Deerfield Capital Management April 2001 - September 2005
Zurich Scudder Investments July 1999 - March 2001
Citicorp January 1996 - February 1999
Korea Exchange Bank (Hong Kong) March 1995 - December 1995
Lehman Brothers March 1992 - October 1994
Skills
Fixed Income, Derivatives, Portfolio Management, FX Options, Emerging Markets, Investments, Trading, Hedge Funds, Alternative Investments, Series 7, Equities, Securities, CDO, Bonds, Options, Bloomberg, Asset Allocation, Valuation, Asset Management, Investment Management, Investment Strategies, Corporate Finance, MBS, High Yield, ETFs, Capital Markets, Asset Managment, Structured Products
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
MSc.
Cornell University 1982 — 1986
A.B.
Satoru Ogawa's Zurich Scudder Investments Experience September 1999 - November 2000
Job Corporate Finance Planning & Analysis Professional
Industry Information Services
Experience
Corsearch Wolters Kluwer Corporate Legal Services October 2014 - Present
Wolters Kluwer March 2014 - September 2014
IBM July 2009 - March 2014
American Express June 2008 - August 2008
Lehman Brothers 2002 - 2007
Zurich Scudder Investments September 1999 - November 2000
Skills
Corporate Finance, Loans, Financial Modeling, Bloomberg, Capital Markets, Financial Reporting, Strategic Financial..., Pricing Strategy, Pricing Analysis, Finance, Forecasting, Strategy, Financial Analysis, Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Management, Competitive Analysis, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Corporate Finance
Colgate University 1995 — 2000
B.A., Economics
Corsearch Wolters Kluwer Corporate Legal Services October 2014 - Present
Wolters Kluwer March 2014 - September 2014
IBM July 2009 - March 2014
American Express June 2008 - August 2008
Lehman Brothers 2002 - 2007
Zurich Scudder Investments September 1999 - November 2000
Skills
Corporate Finance, Loans, Financial Modeling, Bloomberg, Capital Markets, Financial Reporting, Strategic Financial..., Pricing Strategy, Pricing Analysis, Finance, Forecasting, Strategy, Financial Analysis, Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Management, Competitive Analysis, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Corporate Finance
Colgate University 1995 — 2000
B.A., Economics
Laurie V E Feldman's Zurich Scudder Investments Experience April 1996 - February 1999
Job Managing Partner/Owner Artesia Capital, LLC
Industry Financial Services
Experience
Artesia Capital, LLC April 2003 - Present
Zurich Scudder Investments April 1996 - February 1999
Bear Stearns & Co. November 1989 - December 1996
Skills
Investments, Private Equity, Portfolio Management, Hedge Funds, Investment Strategies, Venture Capital, Investment Management, Asset Management, Alternative Investments, Management, Equities, Capital Markets, Series 7, Investment Banking, Investment Advisory, Investor Relations, Bloomberg, Valuation, Fixed Income, Equity Research, Trading, Asset Allocation, Financial Modeling, Mutual Funds, Wealth Management, Securities, Financial Services, Finance
Education
Alfred University 1981 — 1985
BA, CLINICAL PSYCHOLOGY
Richmond, The American International University in London 1983 — 1983
BA, Psychology
The Institute for Culinary Education
Baking and Pastry Arts/Baker/Pastry Chef
New York University
Finance
Santa Fe School of Photography
Portrait Photography
Artesia Capital, LLC April 2003 - Present
Zurich Scudder Investments April 1996 - February 1999
Bear Stearns & Co. November 1989 - December 1996
Skills
Investments, Private Equity, Portfolio Management, Hedge Funds, Investment Strategies, Venture Capital, Investment Management, Asset Management, Alternative Investments, Management, Equities, Capital Markets, Series 7, Investment Banking, Investment Advisory, Investor Relations, Bloomberg, Valuation, Fixed Income, Equity Research, Trading, Asset Allocation, Financial Modeling, Mutual Funds, Wealth Management, Securities, Financial Services, Finance
Education
Alfred University 1981 — 1985
BA, CLINICAL PSYCHOLOGY
Richmond, The American International University in London 1983 — 1983
BA, Psychology
The Institute for Culinary Education
Baking and Pastry Arts/Baker/Pastry Chef
New York University
Finance
Santa Fe School of Photography
Portrait Photography
Pat Coppolecchia's Zurich Scudder Investments Experience 1995 - 1997
Job Director of Network Services & Web Development at Montefiore Information Technology
Industry Financial Services
Experience
Montefiore Information Technology August 2014 - Present
Montefiore Information Technology April 2012 - August 2014
NYSE Euronext 1999 - 2012
NYSE 1999 - 2005
SIAC 1999 - 2001
Montefiore Medical Center 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Prodigy Internet 1987 - 1995
Skills
ITIL V2 Foundations..., Networking, Management, Telecommunications, ITIL, Vendor Management, SDLC, Business Analysis, IT Service Management, Disaster Recovery, Data Center, Cloud Computing, Lotus Notes, Change Management, IT Management, Program Management, Sybase, Infrastructure, Process Improvement, Project Management, CRM, SAN, Storage Systems, Storage Management, IT Operations, Incident Management, IT Strategy, Integration, Enterprise Architecture, Network Administration, Business Continuity, Servers, Security, PMO, Project Portfolio..., Information Technology, Outsourcing, PMP, Software Documentation, Visio, System Deployment, Software Project..., Unix, SharePoint, Enterprise Software, System Administration, Requirements Analysis, Information Security, Business Process, Solution Architecture
Education
Iona College 1997 — 1999
MS of Science, Telecommunications / Network
Hawthorne College 1980 — 1984
BS, Technology
Montefiore Information Technology August 2014 - Present
Montefiore Information Technology April 2012 - August 2014
NYSE Euronext 1999 - 2012
NYSE 1999 - 2005
SIAC 1999 - 2001
Montefiore Medical Center 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Prodigy Internet 1987 - 1995
Skills
ITIL V2 Foundations..., Networking, Management, Telecommunications, ITIL, Vendor Management, SDLC, Business Analysis, IT Service Management, Disaster Recovery, Data Center, Cloud Computing, Lotus Notes, Change Management, IT Management, Program Management, Sybase, Infrastructure, Process Improvement, Project Management, CRM, SAN, Storage Systems, Storage Management, IT Operations, Incident Management, IT Strategy, Integration, Enterprise Architecture, Network Administration, Business Continuity, Servers, Security, PMO, Project Portfolio..., Information Technology, Outsourcing, PMP, Software Documentation, Visio, System Deployment, Software Project..., Unix, SharePoint, Enterprise Software, System Administration, Requirements Analysis, Information Security, Business Process, Solution Architecture
Education
Iona College 1997 — 1999
MS of Science, Telecommunications / Network
Hawthorne College 1980 — 1984
BS, Technology
Allison Eckhardt's Zurich Scudder Investments Experience October 1999 - August 2001
Job Director Finance at American Express
Industry Financial Services
Experience
American Express July 2014 - Present
American Express March 2006 - June 2014
NYU School of Medicine July 2003 - March 2006
First Data Corporation 2001 - 2002
Zurich Scudder Investments October 1999 - August 2001
Citigroup 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Managerial Finance, Strategic Financial...
Education
Ithaca College 1994 — 1998
BA, International Business / Finance
American Express July 2014 - Present
American Express March 2006 - June 2014
NYU School of Medicine July 2003 - March 2006
First Data Corporation 2001 - 2002
Zurich Scudder Investments October 1999 - August 2001
Citigroup 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Managerial Finance, Strategic Financial...
Education
Ithaca College 1994 — 1998
BA, International Business / Finance
Kelly Kirley's Zurich Scudder Investments Experience April 1999 - June 2004
Job Corporate Reporting Financial Analyst
Industry Financial Services
Experience
Bright House Networks September 2007 - Present
IBM July 2005 - September 2007
Zurich Scudder Investments April 1999 - June 2004
Skills
Process Improvement, SAP, Accounting, Business Analysis, Financial Analysis, Finance, Training, Forecasting, Business Process..., Project Management, Management, Cross-functional Team..., Leadership
Education
Clarkson University 2004 — 2005
MBA, General Business
Clarkson University 1993 — 1998
BS, Finance and Economics
Ogdensburg Free Academy 1988 — 1993
Regents
Bright House Networks September 2007 - Present
IBM July 2005 - September 2007
Zurich Scudder Investments April 1999 - June 2004
Skills
Process Improvement, SAP, Accounting, Business Analysis, Financial Analysis, Finance, Training, Forecasting, Business Process..., Project Management, Management, Cross-functional Team..., Leadership
Education
Clarkson University 2004 — 2005
MBA, General Business
Clarkson University 1993 — 1998
BS, Finance and Economics
Ogdensburg Free Academy 1988 — 1993
Regents
christie theis's Zurich Scudder Investments Experience March 1996 - January 2001
Job Independent Health, Wellness and Fitness Professional
Industry Investment Management
Experience
Zurich Scudder Investments March 1996 - January 2001
Education
Miami University 1991 — 1995
Miami University 1990 — 1994
ba, english
Zurich Scudder Investments March 1996 - January 2001
Education
Miami University 1991 — 1995
Miami University 1990 — 1994
ba, english
Len Dolan's Zurich Scudder Investments Experience 1991 - 2004
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Paul Grasso's Zurich Scudder Investments Experience 1993 - 2002
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management 2007 - Present
Deutsche Asset Management 2002 - 2007
Zurich Scudder Investments 1993 - 2002
Scudder, Stevens & Clark, Inc. 1992 - 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Fund Administration, Securities, Investment Management, Bonds, Derivatives, Corporate Actions, 401k, Retirement, Equities, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salem State University 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deutsche Asset Management 2007 - Present
Deutsche Asset Management 2002 - 2007
Zurich Scudder Investments 1993 - 2002
Scudder, Stevens & Clark, Inc. 1992 - 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Fund Administration, Securities, Investment Management, Bonds, Derivatives, Corporate Actions, 401k, Retirement, Equities, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salem State University 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Christine Pasciuti's Zurich Scudder Investments Experience 1997 - 2001
Job Article Writing, Book Editing Projects
Industry Writing and Editing
Experience
awakeandalertblog.wordpress.com December 2013 - Present
Independent Contractor October 2013 - July 2015
Prophecy News Watch February 2014 - June 2014
Renown Health April 2013 - August 2013
Northern Nevada Endocrinology February 2013 - March 2013
Carrington College May 2012 - March 2013
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 1997 - 2001
Scudder, Stevens & Clark, Inc. 1990 - 1997
Skills
Creative Writing, Report Writing, Front & Back Office..., Manual and electronic..., Medical insurance..., Medical lab technician..., Phlebotomy and..., Certified Phlebotomy..., Certified Medical..., Basic patient care, Minor surgical..., Certified Healthcare..., Phlebotomists, Photoshop, Phlebotomy, Medical Assisting, Fundraising, EKG, Vital Signs
Education
Carrington College-Reno 2012 — 2013
Certificate Diploma, Allied Health and Medical Assisting Services
California State University-Northridge 1977 — 1978
Music/Piano
awakeandalertblog.wordpress.com December 2013 - Present
Independent Contractor October 2013 - July 2015
Prophecy News Watch February 2014 - June 2014
Renown Health April 2013 - August 2013
Northern Nevada Endocrinology February 2013 - March 2013
Carrington College May 2012 - March 2013
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 1997 - 2001
Scudder, Stevens & Clark, Inc. 1990 - 1997
Skills
Creative Writing, Report Writing, Front & Back Office..., Manual and electronic..., Medical insurance..., Medical lab technician..., Phlebotomy and..., Certified Phlebotomy..., Certified Medical..., Basic patient care, Minor surgical..., Certified Healthcare..., Phlebotomists, Photoshop, Phlebotomy, Medical Assisting, Fundraising, EKG, Vital Signs
Education
Carrington College-Reno 2012 — 2013
Certificate Diploma, Allied Health and Medical Assisting Services
California State University-Northridge 1977 — 1978
Music/Piano
Jim Naus's Zurich Scudder Investments Experience April 2000 - August 2002
Job Manager of Technical Services at Children's Mercy Pediatric Care Network
Industry Insurance
Experience
Children's Mercy Pediatric Care Network January 2012 - Present
Children's Mercy Hospital January 2005 - January 2012
First Guard Health Plan August 2002 - January 2005
Centene Corporation 2002 - 2004
Zurich Scudder Investments April 2000 - August 2002
Arrowhead Distributors, Inc. 1995 - 1997
Skills
VMware, Data Center, System Administration, Active Directory, Computer Hardware, Storage, Servers, Hardware, Troubleshooting, Windows, Operating Systems, Purchasing, Deployment, Telecommunications, Disaster Recovery, Healthcare, Programming, Windows Server, Firewalls, DNS, Network Administration, XP, Visio, Vendor Management, Unix, Lotus Notes, Database Administration
Education
Missouri State University 1992 — 1994
CIS, Computers and Programming
University of Wisconsin-Milwaukee 1990 — 1992
Children's Mercy Pediatric Care Network January 2012 - Present
Children's Mercy Hospital January 2005 - January 2012
First Guard Health Plan August 2002 - January 2005
Centene Corporation 2002 - 2004
Zurich Scudder Investments April 2000 - August 2002
Arrowhead Distributors, Inc. 1995 - 1997
Skills
VMware, Data Center, System Administration, Active Directory, Computer Hardware, Storage, Servers, Hardware, Troubleshooting, Windows, Operating Systems, Purchasing, Deployment, Telecommunications, Disaster Recovery, Healthcare, Programming, Windows Server, Firewalls, DNS, Network Administration, XP, Visio, Vendor Management, Unix, Lotus Notes, Database Administration
Education
Missouri State University 1992 — 1994
CIS, Computers and Programming
University of Wisconsin-Milwaukee 1990 — 1992
John Geary's Zurich Scudder Investments Experience March 2001 - January 2002
Job Director at Treasury Partners
Industry Financial Services
Experience
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Mark Ciupek's Zurich Scudder Investments Experience 1999 - 2002
Job EndPoint Engineer at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial February 2014 - Present
Zurich Scudder Investments 1999 - 2002
Allstate Insurance 1997 - 1998
Skills
Leadership, Business Analysis, Training, Windows Server, Microsoft Excel, Customer Service, Disaster Recovery, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (M.B.A.), System, Networking, and LAN/WAN Management/Manager
Devry University 1992 — 1996
Mesirow Financial February 2014 - Present
Zurich Scudder Investments 1999 - 2002
Allstate Insurance 1997 - 1998
Skills
Leadership, Business Analysis, Training, Windows Server, Microsoft Excel, Customer Service, Disaster Recovery, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (M.B.A.), System, Networking, and LAN/WAN Management/Manager
Devry University 1992 — 1996
Christi Fletcher's Zurich Scudder Investments Experience July 1998 - September 2000
Job PRIN. PORTFOLIO MANAGER at Security Global Investors
Industry Financial Services
Experience
Security Global Investors FI Portfolio ManagerSecurity Global Investors2004 - Present
Security Benefit 2004 - Present
SGI 2004 - 2009
Horizon Cash Management September 2000 - August 2004
Zurich Scudder Investments July 1998 - September 2000
Education
Missouri State University 1990 — 1994
Security Global Investors FI Portfolio ManagerSecurity Global Investors2004 - Present
Security Benefit 2004 - Present
SGI 2004 - 2009
Horizon Cash Management September 2000 - August 2004
Zurich Scudder Investments July 1998 - September 2000
Education
Missouri State University 1990 — 1994
Patty Caljkusic's Zurich Scudder Investments Experience 2000 - 2002
Job Sr. Manager HRIT at Baxter Healthcare Corporation
Industry Hospital & Health Care
Experience
Baxter Healthcare July 2015 - Present
Windstream Communications June 2010 - June 2015
Windstream Communications June 2010 - January 2014
COMSYS March 2009 - May 2010
Sidley Austin February 2008 - November 2008
InteliStaf Healthcare 2003 - 2008
InteliStaff Healthcare September 2003 - September 2006
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1996 - 2000
Zurich Scudder Investments 1992 - 1996
Skills
Integration, Payroll, Management, Business Analysis, SDLC, Process Improvement, Finance, PeopleSoft HCM, Time & Attendance, Recruiting, Employee Benefits, Vendor Management, PeopleSoft, Training, Human Resources, Vendor Relationship..., Applicant Tracking..., Analysis
Education
Loyola University Chicago 1980 — 1984
BA, Human Resources/Psychology
Loyola University Chicago
BA, Human Resources
Baxter Healthcare July 2015 - Present
Windstream Communications June 2010 - June 2015
Windstream Communications June 2010 - January 2014
COMSYS March 2009 - May 2010
Sidley Austin February 2008 - November 2008
InteliStaf Healthcare 2003 - 2008
InteliStaff Healthcare September 2003 - September 2006
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1996 - 2000
Zurich Scudder Investments 1992 - 1996
Skills
Integration, Payroll, Management, Business Analysis, SDLC, Process Improvement, Finance, PeopleSoft HCM, Time & Attendance, Recruiting, Employee Benefits, Vendor Management, PeopleSoft, Training, Human Resources, Vendor Relationship..., Applicant Tracking..., Analysis
Education
Loyola University Chicago 1980 — 1984
BA, Human Resources/Psychology
Loyola University Chicago
BA, Human Resources
Kyle Moran, CFA's Zurich Scudder Investments Experience November 1998 - March 2001
Job VP, Head of Finance at WaVe Life Sciences
Industry Pharmaceuticals
Experience
WaVe Life Sciences July 2014 - Present
Veroha, Inc October 2010 - June 2014
IMMP March 2006 - June 2014
Context Advisors March 2001 - February 2006
Zurich Scudder Investments November 1998 - March 2001
Chase Global Funds Services Company February 1996 - September 1997
Putnam Investments May 1992 - February 1996
Skills
Start-ups, Mergers, Venture Capital, Strategic Planning, Business Analysis, Business Strategy, Financial Analysis, Management Consulting, Business Process..., Finance, New Business Development
Education
Chartered Financial Analyst Program 2000 — 2002
CFA
Brandeis International Business School 1997 — 1998
Masters
Boston College 1988 — 1992
BA
WaVe Life Sciences July 2014 - Present
Veroha, Inc October 2010 - June 2014
IMMP March 2006 - June 2014
Context Advisors March 2001 - February 2006
Zurich Scudder Investments November 1998 - March 2001
Chase Global Funds Services Company February 1996 - September 1997
Putnam Investments May 1992 - February 1996
Skills
Start-ups, Mergers, Venture Capital, Strategic Planning, Business Analysis, Business Strategy, Financial Analysis, Management Consulting, Business Process..., Finance, New Business Development
Education
Chartered Financial Analyst Program 2000 — 2002
CFA
Brandeis International Business School 1997 — 1998
Masters
Boston College 1988 — 1992
BA
Harriet Haake Hall's Zurich Scudder Investments Experience 1996 - 1999
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Transamerica Retirement Solutions October 2014 - Present
Mammini Company November 2006 - October 2014
Affiliated Computer Services (formerly Mellon Bank) April 2005 - September 2006
Mellon Retirement Services (formally Buck Consultants) September 1999 - April 2005
Zurich Scudder Investments 1996 - 1999
Scudder Retirement Services 1994 - 1996
Scudder Investments 1989 - 1994
Skills
Retirement, Vendor Management, Mutual Funds, Financial Services, Benefits Administration, Business Analysis, 401k, Process Improvement, Series 7, Microsoft Office, Morningstar Direct, CRM, Pensions, Employee Benefits, Relationship Management, Portfolio Management, OmniPlan, Defined Contribution, Retirement Plan..., Qualified Retirement..., Retirement Plan..., Plan Implemention, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Business Administration and Management, General
Colby College 1982 — 1986
BA, Math & Economics
Westridge School
Omar Cheboub's Zurich Scudder Investments Experience 1996 - 1998
Job Connecting Talent with Opportunities at PEAK Technical Staffing USA
Industry Mechanical or Industrial Engineering
Experience
PEAK Technical Staffing USA August 2014 - Present
Global Recruiters Network of Winfield October 2012 - August 2014
Farmers Insurance & Financial Services November 2008 - October 2012
Claymore Securities February 2007 - April 2008
America 2030 2008 - 2008
Harris Bank December 2000 - June 2006
Deutsche Asset Management 1999 - 2000
Zurich Scudder Investments 1996 - 1998
Skills
Talent Acquisition, Talent Management, Strategic Sourcing, Talent Developer, Talent Mining, Recruiting, Management, Sales Operations, Contract Negotiation, Sales, Operations Management, Applicant Tracking..., Leadership, Strategic Planning, Team Building, Financial Services, Project Management, Technical Recruiting, Process Improvement, Cold Calling, Vendor Management, Business Development, Sourcing, Human Resources, Temporary Placement, Engineering, Customer Service, Interviews
Education
Université Stendhal (Grenoble III) 1995 — 1995
Bachelor of Arts (B.A.), Cinema, Civilization, Poetry, Language
Indiana University Bloomington 1991 — 1995
B.S., Finance, French, International Business
Benet Academy 1987 — 1991
high school diploma
St. Mary of Gostyn 1980 — 1987
PEAK Technical Staffing USA August 2014 - Present
Global Recruiters Network of Winfield October 2012 - August 2014
Farmers Insurance & Financial Services November 2008 - October 2012
Claymore Securities February 2007 - April 2008
America 2030 2008 - 2008
Harris Bank December 2000 - June 2006
Deutsche Asset Management 1999 - 2000
Zurich Scudder Investments 1996 - 1998
Skills
Talent Acquisition, Talent Management, Strategic Sourcing, Talent Developer, Talent Mining, Recruiting, Management, Sales Operations, Contract Negotiation, Sales, Operations Management, Applicant Tracking..., Leadership, Strategic Planning, Team Building, Financial Services, Project Management, Technical Recruiting, Process Improvement, Cold Calling, Vendor Management, Business Development, Sourcing, Human Resources, Temporary Placement, Engineering, Customer Service, Interviews
Education
Université Stendhal (Grenoble III) 1995 — 1995
Bachelor of Arts (B.A.), Cinema, Civilization, Poetry, Language
Indiana University Bloomington 1991 — 1995
B.S., Finance, French, International Business
Benet Academy 1987 — 1991
high school diploma
St. Mary of Gostyn 1980 — 1987
Mindy Dallas, LEED BD+C's Zurich Scudder Investments Experience July 1997 - July 2000
Job Landscape Designer at SageDesign
Industry Architecture & Planning
Experience
SageDesign June 2012 - Present
URS Corporation May 2003 - February 2012
Deutsche Bank September 2000 - February 2001
Zurich Scudder Investments July 1997 - July 2000
J.P. Morgan February 1990 - July 1997
Education
New :York Botanical Garden 2009 — 2012
Certificate, Landscape Design
City University of New York City College 1980 — 2012
Bachelor's degree, Architecture
Columbia University in the City of New York 1968 — 1989
Bachelor's degree, Economics
SageDesign June 2012 - Present
URS Corporation May 2003 - February 2012
Deutsche Bank September 2000 - February 2001
Zurich Scudder Investments July 1997 - July 2000
J.P. Morgan February 1990 - July 1997
Education
New :York Botanical Garden 2009 — 2012
Certificate, Landscape Design
City University of New York City College 1980 — 2012
Bachelor's degree, Architecture
Columbia University in the City of New York 1968 — 1989
Bachelor's degree, Economics
Sally Yanchus's Zurich Scudder Investments Experience June 1997 - June 2001
Job Managing Director at Tradewinds Investments
Industry Investment Management
Experience
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Tradewinds Investments 2006 - Present
Bessemer Trust August 2005 - May 2006
Galleon Group June 2001 - January 2002
Zurich Scudder Investments June 1997 - June 2001
Oppenheimer & Co. 1996 - 1998
Morgan Stanley 1991 - 1994
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Wellesley College 1984 — 1987
BA, Economics
Shady Side Academy 1980 — 1983
High School
Joanna (Josie) Kalig's Zurich Scudder Investments Experience 2001 - 2003
Job Associate at Company Confidential
Industry Financial Services
Experience
Company Confidential November 1993 - Present
Company Confidential 1993 - Present
Company Confidential 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Zurich Scudder Investments 2001 - 2003
Scudder Kemper Investments 1993 - 2003
Zurich Scudder Investments 1999 - 2000
DST Systems 1988 - 1993
DST Systems 1988 - 1993
Education
Longview Community College 1993 — 1996
Associates, Economics / Accounting
St. Mary's High School 1984 — 1988
Nativity of Mary 1975 — 1983
Company Confidential November 1993 - Present
Company Confidential 1993 - Present
Company Confidential 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Kemper Mutual funds / Scudder / DWS Invest 1993 - 2008
Zurich Scudder Investments 2001 - 2003
Scudder Kemper Investments 1993 - 2003
Zurich Scudder Investments 1999 - 2000
DST Systems 1988 - 1993
DST Systems 1988 - 1993
Education
Longview Community College 1993 — 1996
Associates, Economics / Accounting
St. Mary's High School 1984 — 1988
Nativity of Mary 1975 — 1983
Jason Massey's Zurich Scudder Investments Experience May 2001 - February 2002
Job Lead Analytics Engineer at Netuitive
Industry Computer Software
Experience
Netuitive July 2014 - Present
Netuitive July 2011 - July 2014
Arion Systems, Inc. November 2005 - July 2011
Raytheon June 2004 - November 2005
The Boeing Company June 2002 - June 2004
Zurich Scudder Investments May 2001 - February 2002
United States Marine Corps 1991 - 1997
Skills
SQL, Java, JavaScript, C, Software Development, Software Engineering, Linux, Web Services, CSS, Integration, Emberjs, Git, Agile Project Management, REST, SOA, Web Development, Java Enterprise Edition, Agile Methodologies, Enterprise Software
Education
George Mason University 2009 — 2012
Master of Science (MS), Software Engineering
Illinois State University 1998 — 2001
BS, Applied Computer Science, 4.0
Netuitive July 2014 - Present
Netuitive July 2011 - July 2014
Arion Systems, Inc. November 2005 - July 2011
Raytheon June 2004 - November 2005
The Boeing Company June 2002 - June 2004
Zurich Scudder Investments May 2001 - February 2002
United States Marine Corps 1991 - 1997
Skills
SQL, Java, JavaScript, C, Software Development, Software Engineering, Linux, Web Services, CSS, Integration, Emberjs, Git, Agile Project Management, REST, SOA, Web Development, Java Enterprise Edition, Agile Methodologies, Enterprise Software
Education
George Mason University 2009 — 2012
Master of Science (MS), Software Engineering
Illinois State University 1998 — 2001
BS, Applied Computer Science, 4.0
Deborah Rothschild's Zurich Scudder Investments Experience 1999 - 2002
Job Communications Consultant
Industry Public Relations and Communications
Experience
Shearman & Sterling September 2007 - 2014
Scholastic August 2002 - September 2007
Zurich Scudder Investments 1999 - 2002
PricewaterhouseCoopers 1979 - 1999
Skills
Internal & External..., Internal Communications, Communication Training, Corporate Communications, Program Management, Newsletters, Speech Writing, Press Releases, Media Relations, Strategic Communications, Content Management, Content Development, Copywriting, Copy Editing, Web Content, Publications
Education
City University of New York City College 1970 — 1974
BA, English
elementary school
other
Shearman & Sterling September 2007 - 2014
Scholastic August 2002 - September 2007
Zurich Scudder Investments 1999 - 2002
PricewaterhouseCoopers 1979 - 1999
Skills
Internal & External..., Internal Communications, Communication Training, Corporate Communications, Program Management, Newsletters, Speech Writing, Press Releases, Media Relations, Strategic Communications, Content Management, Content Development, Copywriting, Copy Editing, Web Content, Publications
Education
City University of New York City College 1970 — 1974
BA, English
elementary school
other
Tonya Pierce's Zurich Scudder Investments Experience 2001 - 2002
Job Executive Assistant, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
HSBC April 2010 - May 2013
The Bank of Tokyo - Mitsubishi December 2008 - April 2010
Credit Suisse March 2006 - December 2008
JPMorgan Chase August 2005 - February 2006
Adecco April 2005 - July 2005
Citi Group April 2003 - April 2005
Zurich Scudder Investments 2001 - 2002
Skills
Risk Management, Business Analysis, Process Improvement, Access, Credit Risk, Project Management, Basel II, FSA, IFRS, US GAAP, Operational Risk, Microsoft Excel, Compliance, Risk, SOX, Excel, Disaster Recovery, VBA, Software Documentation, Databases, Account Reconciliation, Data Warehousing, AML, Business Objects, SQL, Financial Reporting, KYC, Analysis, Internal Controls, Financial Services, Non-profit..., Non-profit Volunteer, Non-profit Leadership, Non-profit Board..., Public Policy, Political Campaigns, Campaign Management, Campaign Strategies, Website Development, Teaching Adults
Education
Baruch School of Public Affairs 2014 — 2017
Master of Public Administration (MPA), Public Administration and Public Policy Analysis
Northeastern University 2007 — 2009
M.S., Non Profit Management
Columbia University in the City of New York 1995 — 1999
B.S., Computer Engineering
Deutsche Bank June 2013 - Present
HSBC April 2010 - May 2013
The Bank of Tokyo - Mitsubishi December 2008 - April 2010
Credit Suisse March 2006 - December 2008
JPMorgan Chase August 2005 - February 2006
Adecco April 2005 - July 2005
Citi Group April 2003 - April 2005
Zurich Scudder Investments 2001 - 2002
Skills
Risk Management, Business Analysis, Process Improvement, Access, Credit Risk, Project Management, Basel II, FSA, IFRS, US GAAP, Operational Risk, Microsoft Excel, Compliance, Risk, SOX, Excel, Disaster Recovery, VBA, Software Documentation, Databases, Account Reconciliation, Data Warehousing, AML, Business Objects, SQL, Financial Reporting, KYC, Analysis, Internal Controls, Financial Services, Non-profit..., Non-profit Volunteer, Non-profit Leadership, Non-profit Board..., Public Policy, Political Campaigns, Campaign Management, Campaign Strategies, Website Development, Teaching Adults
Education
Baruch School of Public Affairs 2014 — 2017
Master of Public Administration (MPA), Public Administration and Public Policy Analysis
Northeastern University 2007 — 2009
M.S., Non Profit Management
Columbia University in the City of New York 1995 — 1999
B.S., Computer Engineering
Ed Villani's Zurich Scudder Investments Experience 1995 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
Jennifer Bloomfield Dougherty's Zurich Scudder Investments Experience April 1995 - July 2001
Job Equity Research Management Morgan Stanley (consultant)
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
The Bloomfield Group December 2010 - Present
Morgan Stanley January 2011 - August 2012
Goldman Sachs October 2003 - March 2009
Zurich Scudder Investments April 1995 - July 2001
Goldman Sachs June 1992 - April 1995
Skills
Supervisory analyst, Emerging Markets, Portfolio Management, Risk Management, Equity Research, Business Strategy, Equities, Hedge Funds, Valuation, Trading, Private Equity, Capital Markets, Asset Management, Alternative Investments, Investment Banking, Equity Valuation, Financial Markets, Financial Modeling, Investments
Education
Cornell University 1988 — 1992
Bachelor of Arts, History
Morgan Stanley September 2012 - Present
The Bloomfield Group December 2010 - Present
Morgan Stanley January 2011 - August 2012
Goldman Sachs October 2003 - March 2009
Zurich Scudder Investments April 1995 - July 2001
Goldman Sachs June 1992 - April 1995
Skills
Supervisory analyst, Emerging Markets, Portfolio Management, Risk Management, Equity Research, Business Strategy, Equities, Hedge Funds, Valuation, Trading, Private Equity, Capital Markets, Asset Management, Alternative Investments, Investment Banking, Equity Valuation, Financial Markets, Financial Modeling, Investments
Education
Cornell University 1988 — 1992
Bachelor of Arts, History
Douglas Otico's Zurich Scudder Investments Experience November 2000 - July 2001
Job at Capeway C & I
Industry Investment Management
Experience
Capeway C & I August 2009 - Present
Capeway C & I August 2009 - Present
State Street Bank November 2007 - July 2009
State Street November 2007 - February 2008
Allied Consulting Engineering Services June 2007 - October 2007
MEA Engineering Associates June 2003 - June 2007
MEA Engineering 2003 - 2007
Zurich Scudder Investments November 2000 - July 2001
Stream International 1997 - 1999
Skills
Microsoft Office, XP, Visual Basic, NT 4.0, AutoCAD, Electronic Trading, SWIFT, Access, Word, Windows, Excel, Outlook
Education
Massachusetts College of Liberal Arts 1978 — 1980
BS, Business Management
Mohawk Trail 1967 — 1972
Capeway C & I August 2009 - Present
Capeway C & I August 2009 - Present
State Street Bank November 2007 - July 2009
State Street November 2007 - February 2008
Allied Consulting Engineering Services June 2007 - October 2007
MEA Engineering Associates June 2003 - June 2007
MEA Engineering 2003 - 2007
Zurich Scudder Investments November 2000 - July 2001
Stream International 1997 - 1999
Skills
Microsoft Office, XP, Visual Basic, NT 4.0, AutoCAD, Electronic Trading, SWIFT, Access, Word, Windows, Excel, Outlook
Education
Massachusetts College of Liberal Arts 1978 — 1980
BS, Business Management
Mohawk Trail 1967 — 1972
Elliot Gluck's Zurich Scudder Investments Experience September 1999 - September 2000
Job Of Counsel at Willkie Farr & Gallagher LLP
Industry Law Practice
Experience
Willkie Farr & Gallagher LLP January 2014 - Present
Willkie Farr & Gallagher LLP February 2006 - December 2013
Shearman & Sterling LLP October 2004 - February 2006
Zurich Scudder Investments September 1999 - September 2000
Barclays Capital June 1999 - September 1999
Skills
Corporate Governance, Due Diligence, Securities Regulation, Financial Structuring, Private Equity, Corporate Law, Securities, Joint Ventures, Investment Company Act, Investment Advisers Act, Legal Writing, Legal Advice, Alternative Investments, Legal Compliance, Asset Management, Investment Management, Mutual Funds, Hedge Funds, Mergers, IPO, Capital Markets, Securities Offerings, Legal Research, Financial Regulation, Investments, SEC
Education
Fordham University School of Law 2001 — 2004
JD
Yeshiva University 1995 — 1999
BS - Magna Cum Laude, Finance
Willkie Farr & Gallagher LLP January 2014 - Present
Willkie Farr & Gallagher LLP February 2006 - December 2013
Shearman & Sterling LLP October 2004 - February 2006
Zurich Scudder Investments September 1999 - September 2000
Barclays Capital June 1999 - September 1999
Skills
Corporate Governance, Due Diligence, Securities Regulation, Financial Structuring, Private Equity, Corporate Law, Securities, Joint Ventures, Investment Company Act, Investment Advisers Act, Legal Writing, Legal Advice, Alternative Investments, Legal Compliance, Asset Management, Investment Management, Mutual Funds, Hedge Funds, Mergers, IPO, Capital Markets, Securities Offerings, Legal Research, Financial Regulation, Investments, SEC
Education
Fordham University School of Law 2001 — 2004
JD
Yeshiva University 1995 — 1999
BS - Magna Cum Laude, Finance
Amy Kosin's Zurich Scudder Investments Experience June 1996 - August 1998
Job Controller at ATI Physical Therapy
Industry Health, Wellness and Fitness
Experience
ATI Physical Therapy March 2015 - Present
ATI Physical Therapy March 2012 - March 2015
ATI Physical Therapy May 2008 - March 2012
Marsh August 1998 - May 2008
Zurich Scudder Investments June 1996 - August 1998
Skills
Financial Analysis, Budgets, Forecasting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance Management
Northern Illinois University 1994 — 1996
BS, Accounting
ATI Physical Therapy March 2015 - Present
ATI Physical Therapy March 2012 - March 2015
ATI Physical Therapy May 2008 - March 2012
Marsh August 1998 - May 2008
Zurich Scudder Investments June 1996 - August 1998
Skills
Financial Analysis, Budgets, Forecasting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance Management
Northern Illinois University 1994 — 1996
BS, Accounting
Calvin Centáe Richards, Ph.D.'s Zurich Scudder Investments Experience December 2000 - August 2003
Job Director of Equity and Compliance at Reynolds School District
Industry Program Development
Experience
Reynolds School District July 2014 - Present
Marylhurst University August 2011 - June 2014
Arizona State University August 2004 - May 2011
Bank of America November 2003 - July 2005
Zurich Scudder Investments December 2000 - August 2003
Skills
Teaching, Research, Data Analysis, Higher Education, Mentoring, Adult Education, Instructional Design, Grant Writing, Organizational..., Program Development, Editing, Teacher Training, E-Learning, University Teaching, Staff Development, Team Building, Public Speaking, PowerPoint, Student Affairs, Curriculum Development, Volunteer Management, Student Development, Academic Advising, Instructional Technology
Education
Arizona State University 2006 — 2011
Doctor of Philosophy, Mary Lou Fulton College of Education - Curriculum Studies
Arizona State University 2004 — 2006
Master of Arts, Curriculum and Instruction
University of Illinois at Chicago 1996 — 2000
Bachelor of Arts, Communication, Spanish
Yale Elementary School
Reynolds School District July 2014 - Present
Marylhurst University August 2011 - June 2014
Arizona State University August 2004 - May 2011
Bank of America November 2003 - July 2005
Zurich Scudder Investments December 2000 - August 2003
Skills
Teaching, Research, Data Analysis, Higher Education, Mentoring, Adult Education, Instructional Design, Grant Writing, Organizational..., Program Development, Editing, Teacher Training, E-Learning, University Teaching, Staff Development, Team Building, Public Speaking, PowerPoint, Student Affairs, Curriculum Development, Volunteer Management, Student Development, Academic Advising, Instructional Technology
Education
Arizona State University 2006 — 2011
Doctor of Philosophy, Mary Lou Fulton College of Education - Curriculum Studies
Arizona State University 2004 — 2006
Master of Arts, Curriculum and Instruction
University of Illinois at Chicago 1996 — 2000
Bachelor of Arts, Communication, Spanish
Yale Elementary School
Carl Fitzpatrick's Zurich Scudder Investments Experience January 2001 - August 2001
Job Network Administrator at NEI
Industry Information Technology and Services
Experience
NEI March 2012 - Present
NEI December 2004 - Present
Wellington Management August 2001 - December 2004
Zurich Scudder Investments January 2001 - August 2001
Education
Curry College
Bachelors, Information Technology
NEI March 2012 - Present
NEI December 2004 - Present
Wellington Management August 2001 - December 2004
Zurich Scudder Investments January 2001 - August 2001
Education
Curry College
Bachelors, Information Technology
Alex Wise's Zurich Scudder Investments Experience 2001 - 2001
Job Project, Operations & Research Manager at Big Skinny Corporation
Industry Financial Services
Experience
LEXenterprises January 1993 - Present
Big Skinny Corporation September 2011 - January 2014
Contemporaries, Inc. January 2006 - August 2011
Bank of America, GWIM Investment Operations, Boston, MA (Contract Assignment) January 2006 - December 2006
Hale Reservation, Inc. April 2004 - July 2006
Zurich Scudder Investments 2001 - 2001
Standard & Poor's Fund Services (Micropal, Inc.), Boston, MA 1997 - 2001
Standard & Poor's Fund Services (Micropal, Inc.), Boston, MA 1997 - 2001
Artist Development Associates (merged into Nimbit.com) 1995 - 1997
Northeastern University, Human Resources Department, Boston, MA 1993 - 1995
Skills
Project Management, Leadership, Training, Marketing, Event Planning, Management, Public Speaking, Event Management
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1995
MBA, Graduate Business
University of Colorado Boulder 1987 — 1990
BA, History (concentrating in Russian Studies)
LEXenterprises January 1993 - Present
Big Skinny Corporation September 2011 - January 2014
Contemporaries, Inc. January 2006 - August 2011
Bank of America, GWIM Investment Operations, Boston, MA (Contract Assignment) January 2006 - December 2006
Hale Reservation, Inc. April 2004 - July 2006
Zurich Scudder Investments 2001 - 2001
Standard & Poor's Fund Services (Micropal, Inc.), Boston, MA 1997 - 2001
Standard & Poor's Fund Services (Micropal, Inc.), Boston, MA 1997 - 2001
Artist Development Associates (merged into Nimbit.com) 1995 - 1997
Northeastern University, Human Resources Department, Boston, MA 1993 - 1995
Skills
Project Management, Leadership, Training, Marketing, Event Planning, Management, Public Speaking, Event Management
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1995
MBA, Graduate Business
University of Colorado Boulder 1987 — 1990
BA, History (concentrating in Russian Studies)
Fred Gaskin's Zurich Scudder Investments Experience 1996 - 2004
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
JP Morgan Asset Management July 2011 - Present
Dividend Growth Advisors July 2009 - December 2010
BlackRock/MLIM 2004 - 2008
Zurich Scudder Investments 1996 - 2004
Scudder Investments 1996 - 2004
Education
Wake Forest University School of Business 1987 — 1989
MBA, Business, Finance
Appalachian State University 1980 — 1984
BSBA, Finance
Stephen Kluge's Zurich Scudder Investments Experience January 1998 - April 2001
Job Service Delivery Manager, Testing and Reporting Services
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments May 2001 - July 2009
Zurich Scudder Investments January 1998 - April 2001
Zurich Scudder Investments January 1997 - December 1997
Zurich Scudder Investments January 1992 - December 1996
Zurich Scudder Investments January 1990 - December 1991
Zurich Scudder Investments June 1989 - December 1990
Skills
Customer Service, Financial Services, Mutual Funds, Project Management, Retirement Planning, 401k
Education
College of the Holy Cross 1985 — 1989
Bachelors, Political Science
Fidelity Investments July 2009 - Present
Fidelity Investments May 2001 - July 2009
Zurich Scudder Investments January 1998 - April 2001
Zurich Scudder Investments January 1997 - December 1997
Zurich Scudder Investments January 1992 - December 1996
Zurich Scudder Investments January 1990 - December 1991
Zurich Scudder Investments June 1989 - December 1990
Skills
Customer Service, Financial Services, Mutual Funds, Project Management, Retirement Planning, 401k
Education
College of the Holy Cross 1985 — 1989
Bachelors, Political Science
Lenny DiPasquale's Zurich Scudder Investments Experience July 2000 - April 2002
Job Director of Office Services for N.A. E.U. at Sapient
Industry Facilities Services
Experience
Sapient May 2014 - Present
EMD Serono, Inc. September 2005 - May 2014
JONES LANG LASALLE April 2002 - September 2005
Zurich Scudder Investments July 2000 - April 2002
Skills
Management, Customer Service, Operations Management, Team Building, Cross-functional Team..., Project Planning, Contract Management, Project Management, Budgets, Facilities Management
Education
Boston University
Certificate in Facilities Management , Facilities Planning and Management
Curry College
Bachelor's degree, Business Administration and Management, General
Sapient May 2014 - Present
EMD Serono, Inc. September 2005 - May 2014
JONES LANG LASALLE April 2002 - September 2005
Zurich Scudder Investments July 2000 - April 2002
Skills
Management, Customer Service, Operations Management, Team Building, Cross-functional Team..., Project Planning, Contract Management, Project Management, Budgets, Facilities Management
Education
Boston University
Certificate in Facilities Management , Facilities Planning and Management
Curry College
Bachelor's degree, Business Administration and Management, General
Kate Sullivan D'Eramo's Zurich Scudder Investments Experience 1998 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
Resources Global Professionals 2011 - Present
Deutsche Asset Management / DWS Investments 2003 - 2009
Zurich Scudder Investments 1998 - 2002
Scudder, Stevens and Clark 1991 - 1998
State Street December 1987 - April 1990
Shawmut Bank October 1986 - December 1987
Skills
Mutual Funds, Equities, Asset Managment, Fixed Income, Financial Services, Investments, Securities, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Fund Accounting, Private Equity, Alternative Investments, Capital Markets, Derivatives, Management, Management Consulting, Operations Management, Project Management, Staff Development, Operational Oversight, Vendor Management, Vendor Relationships, Global Custody, Customer Service, Six Sigma, Corporate Actions, Asset Management, Investment Management, Hedge Funds
Education
College of the Holy Cross
BA, Economics Accounting
Marian High School
Wanru Tai's Zurich Scudder Investments Experience February 2001 - June 2001
Job Database Administrator at Blue Cross Blue Shield of Massachusetts
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts June 2013 - June 2015
Varolii August 2010 - June 2012
Fidelity Investments June 2001 - December 2008
Zurich Scudder Investments February 2001 - June 2001
Bank of Boston January 1997 - February 2001
Skills
Databases, Disaster Recovery, Solaris, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Database Administration
Education
Bradley University 1991 — 1993
Master, Computer Science
Blue Cross Blue Shield of Massachusetts June 2013 - June 2015
Varolii August 2010 - June 2012
Fidelity Investments June 2001 - December 2008
Zurich Scudder Investments February 2001 - June 2001
Bank of Boston January 1997 - February 2001
Skills
Databases, Disaster Recovery, Solaris, SDLC, Oracle, Microsoft SQL Server, Performance Tuning, Database Administration
Education
Bradley University 1991 — 1993
Master, Computer Science
Margaret Dean's Zurich Scudder Investments Experience July 1999 - August 2001
Job Fund Administration Supervisor at Guggenheim Funds Investment Advisors
Industry Financial Services
Experience
Guggenheim Funds Investment Advisors (formerly Claymore Securities) February 2010 - Present
Calamos Investments May 2002 - January 2010
First Continental Trading September 2001 - March 2002
Zurich Scudder Investments July 1999 - August 2001
Zurich Scudder Investments January 1995 - June 1999
Zurich Scudder Investments July 1992 - May 1995
Skills
Bloomberg Terminal, Confluence, Excel, Word, PowerPoint
Education
DePaul University 1988 — 1991
BS, Accounting
Guggenheim Funds Investment Advisors (formerly Claymore Securities) February 2010 - Present
Calamos Investments May 2002 - January 2010
First Continental Trading September 2001 - March 2002
Zurich Scudder Investments July 1999 - August 2001
Zurich Scudder Investments January 1995 - June 1999
Zurich Scudder Investments July 1992 - May 1995
Skills
Bloomberg Terminal, Confluence, Excel, Word, PowerPoint
Education
DePaul University 1988 — 1991
BS, Accounting
Patricia Boe's Zurich Scudder Investments Experience 1989 - 1994
Job Portfolio Assistant
Industry Financial Services
Experience
Scudder Investments 1994 - 2003
Zurich Scudder Investments 1989 - 1994
Kemper Financial Services 1986 - 1989
Education
DePaul University 1995 — 2013
Bachelors, Finance
Harper College 1992 — 1995
A.A. Degree, Business Administration
Scudder Investments 1994 - 2003
Zurich Scudder Investments 1989 - 1994
Kemper Financial Services 1986 - 1989
Education
DePaul University 1995 — 2013
Bachelors, Finance
Harper College 1992 — 1995
A.A. Degree, Business Administration
Tracy McKee's Zurich Scudder Investments Experience March 2000 - August 2001
Job Independent Consultant
Industry Management Consulting
Experience
Self Employed 2010 - Present
FTI Consulting May 2009 - November 2010
Elisabeth Morrow School July 2003 - July 2009
Self Employed September 2001 - June 2003
Zurich Scudder Investments March 2000 - August 2001
Citibank Private Bank April 1997 - March 2000
Citicorp Securities, Inc July 1993 - April 1997
Citibank, NA July 1988 - July 1993
Self Employed July 1986 - July 1988
Utilities Strategies, Inc. July 1984 - July 1986
Skills
Management Consulting, Turnaround Consulting, Market Opportunity..., New Venture Development, Organizational..., Scenario Planning, Competitive Strategy, Operating Model Design, Managerial Experience, Executive Level..., Consultative Selling, Operational Streamlining, Multi-location..., Equity Valuation, Fixed Income Research, Industry Research, Business Valuation, Business Analysis, Sensitivity Analysis, Industry Analysis, Enterprise Valuation, Capital Budgeting, Executive Management, Financial Modeling, Strategic Analysis, Strategic Planning, Valuation, Strategic Consulting, Business Planning, Strategy Development, Financial Analysis, Business Strategy, Corporate Finance, Competitive Analysis, Restructuring, Acquisition Integration, Start-ups, Change Management, Entrepreneurship, International Business, Corporate Development, Cross-functional Team..., Forecasting, New Business Development, Team Leadership, Business Management
Education
Mount Holyoke College 1978 — 1982
BA, magna cum laude, Economics
Self Employed 2010 - Present
FTI Consulting May 2009 - November 2010
Elisabeth Morrow School July 2003 - July 2009
Self Employed September 2001 - June 2003
Zurich Scudder Investments March 2000 - August 2001
Citibank Private Bank April 1997 - March 2000
Citicorp Securities, Inc July 1993 - April 1997
Citibank, NA July 1988 - July 1993
Self Employed July 1986 - July 1988
Utilities Strategies, Inc. July 1984 - July 1986
Skills
Management Consulting, Turnaround Consulting, Market Opportunity..., New Venture Development, Organizational..., Scenario Planning, Competitive Strategy, Operating Model Design, Managerial Experience, Executive Level..., Consultative Selling, Operational Streamlining, Multi-location..., Equity Valuation, Fixed Income Research, Industry Research, Business Valuation, Business Analysis, Sensitivity Analysis, Industry Analysis, Enterprise Valuation, Capital Budgeting, Executive Management, Financial Modeling, Strategic Analysis, Strategic Planning, Valuation, Strategic Consulting, Business Planning, Strategy Development, Financial Analysis, Business Strategy, Corporate Finance, Competitive Analysis, Restructuring, Acquisition Integration, Start-ups, Change Management, Entrepreneurship, International Business, Corporate Development, Cross-functional Team..., Forecasting, New Business Development, Team Leadership, Business Management
Education
Mount Holyoke College 1978 — 1982
BA, magna cum laude, Economics
Thomas Oplanic's Zurich Scudder Investments Experience March 2000 - August 2001
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
Chris Maxmin's Zurich Scudder Investments Experience 2001 - 2003
Job Managing Director at Moon Capital
Industry Investment Management
Experience
Moon Capital March 2005 - Present
Level Global Investors 2003 - 2005
Zurich Scudder Investments 2001 - 2003
SoundView Technology Group 2000 - 2001
Fidelity Investments September 1997 - March 2000
Citi/Smith Barney August 1993 - September 1997
Airborne Express October 1991 - July 1993
United States Marine Corps July 1989 - October 1991
United States Marine Corps May 1986 - July 1989
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Electronic Trading, Equity Research, Derivatives, Equity Trading, Private Equity, Investment Strategies, Options, Global Macro, Emerging Markets, Equity Derivatives, Financial Markets, Asset Management, FINRA, Trading Systems, ETFs, Leadership, Finance, Bonds, Commodity, Mutual Funds, Securities, Series 63, Investment Banking, Hedging, Proprietary Trading, Trading Strategies, Series 7, Asset Allocation, Fund Of Funds, Structured Products, Series 24, Value Investing
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), International Relations/History
Deerfield Academy 1980 — 1982
Moon Capital March 2005 - Present
Level Global Investors 2003 - 2005
Zurich Scudder Investments 2001 - 2003
SoundView Technology Group 2000 - 2001
Fidelity Investments September 1997 - March 2000
Citi/Smith Barney August 1993 - September 1997
Airborne Express October 1991 - July 1993
United States Marine Corps July 1989 - October 1991
United States Marine Corps May 1986 - July 1989
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Investments, Trading, Capital Markets, Asset Managment, Electronic Trading, Equity Research, Derivatives, Equity Trading, Private Equity, Investment Strategies, Options, Global Macro, Emerging Markets, Equity Derivatives, Financial Markets, Asset Management, FINRA, Trading Systems, ETFs, Leadership, Finance, Bonds, Commodity, Mutual Funds, Securities, Series 63, Investment Banking, Hedging, Proprietary Trading, Trading Strategies, Series 7, Asset Allocation, Fund Of Funds, Structured Products, Series 24, Value Investing
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), International Relations/History
Deerfield Academy 1980 — 1982
Jeff Wassenberg's Zurich Scudder Investments Experience 1997 - 2003
Job Vice President, Global Business Solutions at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Wells Fargo Global Fund Services December 2011 - Present
Lacrosse Global Fund Services 2006 - December 2011
State Street April 2003 - June 2006
Zurich Scudder Investments 1997 - 2003
Skills
Equities, Corporate Actions, Advent Geneva, System Implementations, Pricing, Vendor Management, Bloomberg, Axys
Education
Emporia State University 1990 — 1994
BS Business, Accounting
Stephanie Peden-Fox's Zurich Scudder Investments Experience 1986 - 2001
Job Blue Cross Blue Shield of Illinois Community Investments
Industry Health, Wellness and Fitness
Experience
Health Care Services Corporation June 2013 - Present
Hallmark Services Corp 2007 - Present
Big Brothers Big Sister of America 2004 - 2006
Zurich Scudder Investments 1986 - 2001
Skills
Strategic Planning, Event Planning, Event Management, Budgets, Leadership, Community Organizing, Fundraising, Creative Strategy
Education
Iowa State University 1982 — 1986
Health Care Services Corporation June 2013 - Present
Hallmark Services Corp 2007 - Present
Big Brothers Big Sister of America 2004 - 2006
Zurich Scudder Investments 1986 - 2001
Skills
Strategic Planning, Event Planning, Event Management, Budgets, Leadership, Community Organizing, Fundraising, Creative Strategy
Education
Iowa State University 1982 — 1986
Keith Van Name's Zurich Scudder Investments Experience March 1996 - March 2001
Job Head of International Relationship Management and Business Development at QS Investors, LLC
Industry Financial Services
Experience
QS Investors, LLC January 2011 - Present
TMNG July 2010 - January 2011
IDB Asset Management January 2008 - July 2010
Deutsche Asset Management March 2001 - May 2004
Zurich Scudder Investments March 1996 - March 2001
Scudder, Stevens & Clark January 1993 - March 1996
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Investment Strategies, Bloomberg, Derivatives, Trading, Wealth Management
Education
Dowling College 1988 — 1992
BS, Accounting
QS Investors, LLC January 2011 - Present
TMNG July 2010 - January 2011
IDB Asset Management January 2008 - July 2010
Deutsche Asset Management March 2001 - May 2004
Zurich Scudder Investments March 1996 - March 2001
Scudder, Stevens & Clark January 1993 - March 1996
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Investment Strategies, Bloomberg, Derivatives, Trading, Wealth Management
Education
Dowling College 1988 — 1992
BS, Accounting
Maryellen Saenger's Zurich Scudder Investments Experience September 1995 - April 1998
Job Licensed Mental Health Therapist at Private Practitioner
Industry Hospital & Health Care
Experience
Private Practitioner April 2014 - Present
White Plains Hospital Center April 2007 - April 2014
Zurich Scudder Investments September 1995 - April 1998
Moody's Investors Service October 1991 - July 1995
Skills
Anxiety and Phobia..., Exposure/Desensitization..., Anxiety, Therapists, Phobias, Adults, Mental Health, Psychotherapy, CBT, Treatment, Crisis Intervention, Group Therapy, Clinical Supervision, Clinical Research, Mental Health Counseling, Adolescents, Behavioral Health, Hospitals, Life Transitions, Case Managment, Healthcare Management, Wellness, Inpatient, Program Development, Psychology, Research, Family Therapy, Healthcare, Social Services, Acute Care, Community Outreach, Case Management
Education
The College of New Rochelle 2006 — 2009
MS, Mental Health Counseling
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Private Practitioner April 2014 - Present
White Plains Hospital Center April 2007 - April 2014
Zurich Scudder Investments September 1995 - April 1998
Moody's Investors Service October 1991 - July 1995
Skills
Anxiety and Phobia..., Exposure/Desensitization..., Anxiety, Therapists, Phobias, Adults, Mental Health, Psychotherapy, CBT, Treatment, Crisis Intervention, Group Therapy, Clinical Supervision, Clinical Research, Mental Health Counseling, Adolescents, Behavioral Health, Hospitals, Life Transitions, Case Managment, Healthcare Management, Wellness, Inpatient, Program Development, Psychology, Research, Family Therapy, Healthcare, Social Services, Acute Care, Community Outreach, Case Management
Education
The College of New Rochelle 2006 — 2009
MS, Mental Health Counseling
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Jeffrey Bouchard's Zurich Scudder Investments Experience 2000 - 2002
Job J.D. Candidate at Quinnipiac University School of Law
Industry Hospital & Health Care
Experience
Meridian Medical Management March 2010 - April 2015
Origin Healthcare Solutions February 2007 - February 2010
Origin Healthcare Solutions March 2006 - February 2007
Origin Healthcare Solutions January 2004 - March 2006
Zurich Scudder Investments 2000 - 2002
Skills
Healthcare Information..., EMR, EHR, Software Documentation, Healthcare, Management, Revenue Cycle, Sales Operations, Software Development, HL7, Billing, Healthcare IT, Curriculum Development, Training & Development, Training Delivery, RFP preparation, Sales Support, CRM software, Salesforce.com, Forecasting, Training, CRM
Education
Quinnipiac University School of Law
Juris Doctor (J.D.), Health Law
Northeastern University 1998 — 2001
BS, Operations Technology
Bridgewater State College 1995 — 1998
Computer Science
Fermi
Meridian Medical Management March 2010 - April 2015
Origin Healthcare Solutions February 2007 - February 2010
Origin Healthcare Solutions March 2006 - February 2007
Origin Healthcare Solutions January 2004 - March 2006
Zurich Scudder Investments 2000 - 2002
Skills
Healthcare Information..., EMR, EHR, Software Documentation, Healthcare, Management, Revenue Cycle, Sales Operations, Software Development, HL7, Billing, Healthcare IT, Curriculum Development, Training & Development, Training Delivery, RFP preparation, Sales Support, CRM software, Salesforce.com, Forecasting, Training, CRM
Education
Quinnipiac University School of Law
Juris Doctor (J.D.), Health Law
Northeastern University 1998 — 2001
BS, Operations Technology
Bridgewater State College 1995 — 1998
Computer Science
Fermi
Willow Mark's Zurich Scudder Investments Experience 1988 - 1991
Job Data Processing Coordinator at Saint Vincent Catholic Medical Centers
Industry Hospital & Health Care
Experience
Saint Vincents Catholic Medical Centers November 1991 - Present
Zurich Scudder Investments 1988 - 1991
Skills
Healthcare, Medicaid, Healthcare Information...
Education
Fordham University
BA, LIBERAL ARTS
Saint Vincents Catholic Medical Centers November 1991 - Present
Zurich Scudder Investments 1988 - 1991
Skills
Healthcare, Medicaid, Healthcare Information...
Education
Fordham University
BA, LIBERAL ARTS
Nancy Teeven's Zurich Scudder Investments Experience January 1998 - December 2001
Job VP Institutional Marketing, TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF January 2004 - December 2008
Practical Perspectives Management Consulting January 2002 - January 2004
Zurich Scudder Investments January 1998 - December 2001
Scudder Investments January 1992 - December 1997
Education
Cornell University 1977 — 1981
Bachelor of Science
TIAA-CREF November 2010 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF January 2004 - December 2008
Practical Perspectives Management Consulting January 2002 - January 2004
Zurich Scudder Investments January 1998 - December 2001
Scudder Investments January 1992 - December 1997
Education
Cornell University 1977 — 1981
Bachelor of Science
Sharon Santopadre's Zurich Scudder Investments Experience April 1996 - August 2002
Job Financial Assistant
Industry Financial Services
Experience
a financial service company March 2011 - Present
Inside Ultrasound, Inc. July 2005 - November 2010
McHenry School District 15 2003 - 2010
United Rentals 2003 - 2005
Deutsche Asset Management April 1996 - August 2002
Scudder Investments April 1996 - August 2002
Zurich Scudder Investments April 1996 - August 2002
Zurich Financial Services April 1996 - August 2002
Education
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Illinois University 1992 — 1994
BS, Accountancy
a financial service company March 2011 - Present
Inside Ultrasound, Inc. July 2005 - November 2010
McHenry School District 15 2003 - 2010
United Rentals 2003 - 2005
Deutsche Asset Management April 1996 - August 2002
Scudder Investments April 1996 - August 2002
Zurich Scudder Investments April 1996 - August 2002
Zurich Financial Services April 1996 - August 2002
Education
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Illinois University 1992 — 1994
BS, Accountancy
Joyce Van Overmeiren's Zurich Scudder Investments Experience August 1999 - June 2002
Job Experienced Finance Professional
Industry Financial Services
Experience
AAM June 2002 - July 2008
Zurich Scudder Investments August 1999 - June 2002
Duff & Phelps Credit Rating Co. July 1995 - August 1999
The Balcor Company June 1992 - July 1995
Skills
MBS, Structured Products, Fixed Income, Bonds
Education
Loyola University Chicago
BBA, Economics
AAM June 2002 - July 2008
Zurich Scudder Investments August 1999 - June 2002
Duff & Phelps Credit Rating Co. July 1995 - August 1999
The Balcor Company June 1992 - July 1995
Skills
MBS, Structured Products, Fixed Income, Bonds
Education
Loyola University Chicago
BBA, Economics
Susan Pavone, CPCU's Zurich Scudder Investments Experience 1998 - 2001
Job Director of Underwriting at Explorer Insurance
Industry Insurance
Experience
Explorer Insurance September 2014 - Present
Alliance United Insurance Company July 2013 - September 2014
Farmers Insurance Group of Companies 2009 - 2013
Farmers Insurance Group of Companies 2007 - 2009
Farmers Insurance Group of Companies 2003 - 2007
Deutsche Asset Management 2001 - 2002
Zurich Scudder Investments 1998 - 2001
Farmers Insurance Group of Companies 1994 - 1998
Farmers Insurance Group of Companies 1985 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Vendor Management, Commercial Insurance, Claim, Life Insurance, Project Management, General Insurance, Casualty, Data Analysis, Communication, Workers Compensation, Liability, Process Improvement, Health Insurance, Financial Services, CRM, Brokers, Risk Management, Subrogation, Term Life Insurance, Employee Benefits, Claims Management, Commercial Lines, Fixed Annuities, Casualty Insurance
Education
California State University-Northridge
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Arts (B.A.), Child Development
Explorer Insurance September 2014 - Present
Alliance United Insurance Company July 2013 - September 2014
Farmers Insurance Group of Companies 2009 - 2013
Farmers Insurance Group of Companies 2007 - 2009
Farmers Insurance Group of Companies 2003 - 2007
Deutsche Asset Management 2001 - 2002
Zurich Scudder Investments 1998 - 2001
Farmers Insurance Group of Companies 1994 - 1998
Farmers Insurance Group of Companies 1985 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Vendor Management, Commercial Insurance, Claim, Life Insurance, Project Management, General Insurance, Casualty, Data Analysis, Communication, Workers Compensation, Liability, Process Improvement, Health Insurance, Financial Services, CRM, Brokers, Risk Management, Subrogation, Term Life Insurance, Employee Benefits, Claims Management, Commercial Lines, Fixed Annuities, Casualty Insurance
Education
California State University-Northridge
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Arts (B.A.), Child Development
Pamela Wetherbee's Zurich Scudder Investments Experience 1977 - 2002
Job Financial Organizer
Industry Financial Services
Experience
Pamela K. Wetherbee 2010 - Present
Pamela K. Wetherbee 2002 - 2010
Zurich Scudder Investments 1977 - 2002
Skills
Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Wellesley College
BA, Astronomy
Pamela K. Wetherbee 2010 - Present
Pamela K. Wetherbee 2002 - 2010
Zurich Scudder Investments 1977 - 2002
Skills
Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Wellesley College
BA, Astronomy
Joe Watana's Zurich Scudder Investments Experience August 2000 - November 2001
Job Senior Producer at Atmosphere Proximity
Industry Marketing and Advertising
Experience
Atmosphere Proximity February 2014 - Present
Saatchi & Saatchi May 2013 - January 2014
JWT October 2011 - April 2013
Digitas June 2008 - July 2011
Cerberus Capital Management February 2003 - February 2008
Eastmedia Group, Inc July 2002 - February 2003
Zurich Scudder Investments August 2000 - November 2001
Skills
Project Management, Interactive Marketing, Integrated Marketing, Financial Services, Online Advertising, Contract Negotiation, SOW, Digital Marketing, Objection Handling, Direct Marketing, Digital Media, Cross-functional Team..., Vendor Management
Education
Boston College - Carroll School of Management 1996 — 2000
Bachelor of Science (BS), Finance
Atmosphere Proximity February 2014 - Present
Saatchi & Saatchi May 2013 - January 2014
JWT October 2011 - April 2013
Digitas June 2008 - July 2011
Cerberus Capital Management February 2003 - February 2008
Eastmedia Group, Inc July 2002 - February 2003
Zurich Scudder Investments August 2000 - November 2001
Skills
Project Management, Interactive Marketing, Integrated Marketing, Financial Services, Online Advertising, Contract Negotiation, SOW, Digital Marketing, Objection Handling, Direct Marketing, Digital Media, Cross-functional Team..., Vendor Management
Education
Boston College - Carroll School of Management 1996 — 2000
Bachelor of Science (BS), Finance
Eileen Gerspach's Zurich Scudder Investments Experience 1985 - 2000
Job Business Manager at Gerspach Sikoscow LLP
Industry Law Practice
Experience
Gerspach Sikoscow LLP 2008 - Present
Zurich Scudder Investments 1985 - 2000
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Analysis, Team Building, Process Improvement, Performance Management, Editing
Education
Columbia University in the City of New York 1983 — 1984
Master of Arts (MA), Economics
University of Notre Dame 1979 — 1983
Bachelor of Arts (BA), Economics
Gerspach Sikoscow LLP 2008 - Present
Zurich Scudder Investments 1985 - 2000
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Analysis, Team Building, Process Improvement, Performance Management, Editing
Education
Columbia University in the City of New York 1983 — 1984
Master of Arts (MA), Economics
University of Notre Dame 1979 — 1983
Bachelor of Arts (BA), Economics
Andrew Chodorow's Zurich Scudder Investments Experience 1983 - 2002
Job Senior Developer at State Street Global Advisers
Industry Financial Services
Experience
State Street Global Advisers 2003 - Present
State Street Global Advisors 2003 - Present
Zurich Scudder Investments 1983 - 2002
Price Waterhouse Management Consultants 1982 - 1983
Skills
Trading Systems, Databases
Education
University of Massachusetts, Amherst 1980 — 1982
MBA, Information Systems / Finance
Cornell University
AB, English / Medieval Literature
State Street Global Advisers 2003 - Present
State Street Global Advisors 2003 - Present
Zurich Scudder Investments 1983 - 2002
Price Waterhouse Management Consultants 1982 - 1983
Skills
Trading Systems, Databases
Education
University of Massachusetts, Amherst 1980 — 1982
MBA, Information Systems / Finance
Cornell University
AB, English / Medieval Literature
Adeline Landeweer's Zurich Scudder Investments Experience January 2000 - January 2002
Job Strategic Planning & Analysis
Industry Nonprofit Organization Management
Experience
Step Up For Students October 2013 - Present
Deutsche Bank June 2011 - October 2013
JPMorgan Chase January 2011 - May 2011
GRACE HILL CAPITAL March 2010 - December 2010
ERGON CAPITAL, LP November 2004 - June 2009
DIMEO SCHNEIDER & ASSOCIATES, LLC March 2004 - September 2004
Zurich Scudder Investments January 2000 - January 2002
Education
Eastern Illinois University
Bachelor of Science, Business, Finance
Step Up For Students October 2013 - Present
Deutsche Bank June 2011 - October 2013
JPMorgan Chase January 2011 - May 2011
GRACE HILL CAPITAL March 2010 - December 2010
ERGON CAPITAL, LP November 2004 - June 2009
DIMEO SCHNEIDER & ASSOCIATES, LLC March 2004 - September 2004
Zurich Scudder Investments January 2000 - January 2002
Education
Eastern Illinois University
Bachelor of Science, Business, Finance
gail zaharoolis's Zurich Scudder Investments Experience 1990 - 1997
Job
Industry
Experience
Zurich Scudder Investments 1990 - 1997
Skills
PowerPoint, Research, Microsoft Word, Healthcare, Visio, Project Management, Relationship Management, Hospitals, Microsoft Office, Team Building, Healthcare Management, Employee Benefits, Microsoft Excel, Process Improvement, Strategic Planning, Vendor Management, Insurance, Retirement, 401k, Customer Service, Business Analysis, Public Speaking
Education
Middlesex Community College 1981 — 1983
associates, business administration
Zurich Scudder Investments 1990 - 1997
Skills
PowerPoint, Research, Microsoft Word, Healthcare, Visio, Project Management, Relationship Management, Hospitals, Microsoft Office, Team Building, Healthcare Management, Employee Benefits, Microsoft Excel, Process Improvement, Strategic Planning, Vendor Management, Insurance, Retirement, 401k, Customer Service, Business Analysis, Public Speaking
Education
Middlesex Community College 1981 — 1983
associates, business administration
Donna Rondolet's Zurich Scudder Investments Experience November 1994 - August 1998
Job Special Education at Laconia Middle School
Industry Education Management
Experience
Laconia Middle School September 2007 - Present
Transamerica Retirement Services August 1998 - September 2005
Zurich Scudder Investments November 1994 - August 1998
Skills
Teaching, Customer Service, Public Speaking, Sales, Staff Development, Team Building, Training, Leadership, Nonprofits, Coaching, Marketing, Microsoft Excel, Analysis, Financial Services, Management, Microsoft Office, Microsoft Word, Writing, Social Media, Investments
Education
Post-baccalaureate Certification - Granite State College 2007 — 2010
Education, Special Education
Merrimack College 1989 — 1993
Business Administration, Marketing
Laconia Middle School September 2007 - Present
Transamerica Retirement Services August 1998 - September 2005
Zurich Scudder Investments November 1994 - August 1998
Skills
Teaching, Customer Service, Public Speaking, Sales, Staff Development, Team Building, Training, Leadership, Nonprofits, Coaching, Marketing, Microsoft Excel, Analysis, Financial Services, Management, Microsoft Office, Microsoft Word, Writing, Social Media, Investments
Education
Post-baccalaureate Certification - Granite State College 2007 — 2010
Education, Special Education
Merrimack College 1989 — 1993
Business Administration, Marketing
Kim McCullom's Zurich Scudder Investments Experience September 1997 - July 2002
Job Finance & Technology Officer at Custom Benefits Group
Industry Insurance
Experience
Custom Benefits Group August 2002 - Present
Zurich Scudder Investments September 1997 - July 2002
Scudder Investments July 1995 - August 1997
Education
Boston College 1987 — 1991
Bachelor of Science, Finance
Custom Benefits Group August 2002 - Present
Zurich Scudder Investments September 1997 - July 2002
Scudder Investments July 1995 - August 1997
Education
Boston College 1987 — 1991
Bachelor of Science, Finance
Richard Scargill's Zurich Scudder Investments Experience April 1990 - April 2002
Job Senior Vice President, Senior Portfolio Manager
Industry Investment Management
Experience
Ziegler Capital Management LLC 2002 - Present
Zurich Scudder Investments April 1990 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Fixed Income Portfolio..., Credit Analysis, Commercial Mortgages, Residential Mortgages, Asset Backed Lending, Customer Engagement, Futures Trading, Government Bonds, Municipal Bonds, Covered Bonds, Attribution, Performance Attribution, Portfolio Performance..., Trading Systems
Education
Marist College 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1984 — 1989
Bachelor's degree, Finance, General
Ziegler Capital Management LLC 2002 - Present
Zurich Scudder Investments April 1990 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Fixed Income Portfolio..., Credit Analysis, Commercial Mortgages, Residential Mortgages, Asset Backed Lending, Customer Engagement, Futures Trading, Government Bonds, Municipal Bonds, Covered Bonds, Attribution, Performance Attribution, Portfolio Performance..., Trading Systems
Education
Marist College 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1984 — 1989
Bachelor's degree, Finance, General
Nicole Merrit's Zurich Scudder Investments Experience January 2000 - April 2001
Job Investment Management Experienced Professional
Industry Financial Services
Experience
Schlindwein Associates, LLC March 2014 - March 2015
William Blair & Company, LLC March 2006 - September 2013
Trident Financial Services, LLC May 2005 - March 2006
Northern Trust Company April 2001 - April 2005
Zurich Scudder Investments January 2000 - April 2001
Skills
Equities, Financial Analysis, Fixed Income, Securities, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Analysis, Investments
Education
Southern Illinois University of Edwardsville
Bachelor of Science, Accountancy
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, General
Schlindwein Associates, LLC March 2014 - March 2015
William Blair & Company, LLC March 2006 - September 2013
Trident Financial Services, LLC May 2005 - March 2006
Northern Trust Company April 2001 - April 2005
Zurich Scudder Investments January 2000 - April 2001
Skills
Equities, Financial Analysis, Fixed Income, Securities, Derivatives, Mutual Funds, Financial Modeling, Portfolio Management, Analysis, Investments
Education
Southern Illinois University of Edwardsville
Bachelor of Science, Accountancy
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance, General
Daniel Franciscus's Zurich Scudder Investments Experience August 1997 - December 1997
Job Entrepreneur and Business Manager
Industry Recreational Facilities and Services
Experience
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences