Zurich Scudder Investments

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Zurich Scudder Investments Employees

Employee
Years
Job
Industry
Shabina Bahl Shabina Bahl Baltimore, Maryland Details
Shabina Bahl's Zurich Scudder Investments Experience May 1995 - January 1998
Job Director of Development at Johns Hopkins Hospital
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital  Director of DevelopmentJohns Hopkins Medicine
Johns Hopkins Medicine (Brady Urological Institute)   January 2005 - May 2008
Johns Hopkins University  January 2003 - December 2004
Community of Science  January 2000 - January 2003
CIBC  January 1998 - January 2000
Zurich Scudder Investments   May 1995 - January 1998
Mellon Bank  May 1994 - May 1995

Skills
Fundraising, Campaign Management, Major Gift Solicitations, Major Gift Development, Proposal Writing, Staff Management, Non-profit Board..., Stewardship, Volunteer Management, Sales Management, Educational Fundraising, Direct Mail Fundraising, Marketing Strategy, Public Relations, Social Media Marketing, Event Management, Philanthropy, Strategy, Newsletters, Nonprofits, Event Planning, Public Speaking, Program Development, Community Outreach

Education
The Johns Hopkins University   2005 — 2010
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies

Chatham University   1990 — 1994
Bachelor of Arts (B.A.), Economics

Joni Philpott-Severson Joni Philpott-Severson Greater Denver Area Details
Joni Philpott-Severson's Zurich Scudder Investments Experience 1995 - 1997
Job Sales & Marketing Professional
Industry Financial Services
Experience
Darwinian Method, Inc.   2005 - Present
Vintage Promotions, Inc.   September 2001 - January 2005
Fidelity Investments  2000 - 2001
Alliance Capital Management  1999 - 2000
Aetna  1997 - 1999
Zurich Scudder Investments   1995 - 1997
Kemper Funds  1992 - 1995

Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory

Education
Northern Illinois University - College of Business   1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Annmarie Mauro Annmarie Mauro Greater New York City Area Details
Annmarie Mauro's Zurich Scudder Investments Experience January 1996 - July 2001
Job Project Manager at Towers Watson
Industry Management Consulting
Experience
Towers Watson  October 1991 - Present
North Shore-LIJ Health System  March 2003 - January 2005
Zurich Scudder Investments   January 1996 - July 2001

Skills
Microsoft Office, Photoshop, Illustrator, Microsoft Excel, Dreamweaver, Adobe Acrobat, Adobe Fireworks, Microsoft SharePoint, Process Improvement, Event Planning, Organizational..., Customer Service, Project Management

Education
Nassau Community College   2002 — 2003
Art / Computer Graphics, A

Suffolk County Community College   1971 — 1973
Liberal Arts

Michael Hemberger Michael Hemberger New York, New York Details
Michael Hemberger's Zurich Scudder Investments Experience 1996 - 1998
Job CoFounder / Portfolio Manager at Delta Capital Management
Industry Financial Services
Experience
Delta Capital Management  January 1998 - Present
ING Investment Management  2003 - 2005
Zurich Scudder Investments   1996 - 1998
Dreman Value Management  January 1993 - 1996

Education
St. Peter's College   1988 — 1993
Bachelor's degree, Mathematical Economics

Rick M. Fosa Rick M. Fosa Lake Mary, Florida Details
Rick M. Fosa's Zurich Scudder Investments Experience July 2000 - April 2001
Job Treasure Seekers United
Industry Import and Export
Experience
Treasure Seekers United   September 2012 - Present
Fortis Institute  December 2010 - January 2012
The New England Institute of Art  June 2006 - November 2010
Business Development Cue Data Services   November 2004 - May 2006
ID Staffing Solutions   January 2004 - November 2004
Brighter Futures Technologies Technical Consultant   May 2002 - July 2003
Linedata Services  May 2001 - January 2002
Zurich Scudder Investments   July 2000 - April 2001
Thomson Financial Securities   February 1997 - June 2000

Skills
Admissions, Enrollment Management, Higher Education, Student Recruiting, Student Affairs, Staff Development, Resume Writing, Retaining Customers, Student Financial Aid, Campus, Career Counseling, Leadership Development, CampusVue, E-Learning, Public Speaking, Educational Leadership, Curriculum Development, Adult Education, Coaching, Recruiting, Business Development, Career Development..., Data Entry, International Education, Organization, Career Development, Leadership, Training, Human Resources, Curriculum Design, Interviews, Program Management, Management, College Recruiting, System Administration, Instructional Design, Academic Advising, Conflict Resolution, Program Development, Academic Administration, Admissions Counseling, Student Development, CRM, Higher Education..., Faculty Development, Higher Education..., Accreditation, Academia, Student Engagement, Higher Education...

Education
Northeastern University   1979 — 1982
Bachelor of Science, Sociology

Chris Mier CFA Chris Mier CFA Greater Chicago Area Details
Chris Mier CFA's Zurich Scudder Investments Experience 1998 - 1999
Job Director at CFA Society Chicago
Industry Investment Banking
Experience
Loop Capital   May 2000 - Present
CFA Society Chicago  June 2011 - Present
Zurich Scudder Investments   1998 - 1999
Kemper Financial Services  1986 - 1999
Comerica Bank  September 1978 - June 1986

Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Corporate Finance, Hedge Funds, Financial Modeling, Derivatives, Mergers, Investments, Structured Finance, Venture Capital, Asset Managment, Alternative Investments, Structured Products, Financial Structuring, Due Diligence, Portfolio Management, Bonds, Trading, Economics, Credit Analysis, Mutual Funds, Bloomberg, Securities, Financial Analysis, Credit

Education
University of Illinois at Chicago   2005 — 2009
Master of Arts (MA), Economics

Northwestern University - Kellogg School of Management   1988 — 1990
Master of Business Administration (M.B.A.), Finance

University of Michigan   1974 — 1978
Bachelor of Arts (B.A.), Economics

Milagros Brogle Milagros Brogle Greater New York City Area Details
Milagros Brogle's Zurich Scudder Investments Experience May 1998 - April 2000
Job Executive Assistant
Industry Marketing and Advertising
Experience
Cline Davis Mann  December 2006 - May 2012
CharterMac  August 2005 - October 2006
Legg Mason  April 2000 - August 2005
Zurich Scudder Investments   May 1998 - April 2000

Education
Pace University
B.S, International Business Management

Marc Riddick, CFA Marc Riddick, CFA Greater New York City Area Details
Marc Riddick, CFA's Zurich Scudder Investments Experience September 1994 - May 2001
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group  December 2010 - Present
Riddick Consumer Strategies   January 2009 - December 2010
CJI Capital Markets, Inc.   April 2010 - May 2010
Advent Capital Management  June 2006 - October 2008
Mutual of America  May 2001 - April 2006
Zurich Scudder Investments   September 1994 - May 2001
Scudder Stevens & Clark  1998 - 2001
Scudder Kemper Investments  1998 - 2001
PaineWebber  1992 - 1994
Value Line  December 1990 - January 1992

Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks

Education
Penn State University   1985 — 1989
BS, Management

Stuyvesant High School   1982 — 1985

Keith Saravo Keith Saravo Greater Boston Area Details
Keith Saravo's Zurich Scudder Investments Experience March 2000 - May 2001
Job Data Processing Consultant at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF  December 2013 - Present
Mercer  June 2012 - December 2013
BNY Mellon  April 2011 - June 2012
Mercer  January 2009 - December 2010
SunGard  January 2007 - September 2007
Investors Bank & Trust  July 2002 - January 2007
OneBeacon Insurance  June 2001 - July 2002
Zurich Scudder Investments   March 2000 - May 2001
Fidelity Investments  February 1997 - February 2000
Addison Wesley  April 1996 - December 1996

Skills
SQL, Requirements Analysis, Databases, SQL Server, COBOL, Micro Focus COBOL, DB2, SAS, NDM, FTP, JCL, CICS, Microsoft SQL Server, IBM Mainframe, Mainframe, VSAM, SDLC, Software Documentation, Software Development, Oracle, Testing, MVS, Access, SPUFI, PL/SQL, Systems Analysis, Requirements Gathering, Fileaid, Visio, Endeavor, Easytrieve, Data Warehousing, Business Requirements, Analysis, Integration

Education
Salem State University
Bachelor of Science, Computer Science

Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General

Caren Dankin Caren Dankin Greater New York City Area Details
Caren Dankin's Zurich Scudder Investments Experience July 2000 - October 2001
Job Senior Application Trainer at Kate Spade and Company (formerly Liz Claiborne, Inc.)
Industry Apparel & Fashion
Experience
Kate Spade and Co (formerly Liz Claiborne, Inc.)   December 2002 - Present
New York City Board of Education  May 2002 - November 2002
Zurich Scudder Investments   July 2000 - October 2001
Deutsche Bank (formerly Bankers Trust)   August 1999 - July 2000
Deutsche Bank (formerly Bankers Trust)   January 1992 - August 1999
Deutsche Bank (formerly Bankers Trust)   August 1991 - January 1992

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, SnagIt, Adobe Presenter, MicroStrategy Reporting, Cornerstone, Learning Management..., Proprietary Systems, Certified Cash Manager, Project Management, Human Resources, Business Analysis, Microsoft Project, Retail

Education
State University of New York at Albany   1987 — 1991
Bachelor of Science (B.S.), Mathematics

J. Scott Swensen J. Scott Swensen Greater New York City Area Details
J. Scott Swensen's Zurich Scudder Investments Experience October 1993 - December 2003
Job Chairman at Conduit Capital Partners, LLC
Industry Investment Management
Experience
Conduit Capital Partners, LLC   December 2003 - Present
Zurich Scudder Investments   October 1993 - December 2003
BNP Paribas  July 1984 - October 1993
The Chase Manhattan Bank  May 1973 - July 1984

Skills
Alternative Investments, Energy, Project Finance, Latin America, Private Equity, Asset Management, Investments, Emerging Markets, Mergers & Acquisitions, Venture Capital, Asset Managment, Corporate Finance, Derivatives, Due Diligence, Equities, Finance, Financial Modeling, Financial Structuring, Fund Of Funds, Funding, Hedge Funds, Strategy, Structured Finance, Valuation

Education
New York University - Leonard N. Stern School of Business   1977 — 1979
MBA(ABD), Finance & Accounting

Stevens Institute of Technology   1970 — 1974
BE, Mechanical Engineering/Heat & Power

Pam Burton Pam Burton Greater Boston Area Details
Pam Burton's Zurich Scudder Investments Experience September 1992 - March 1997
Job Associate Vice President, Organizational Development and Learning
Industry Human Resources
Experience
Hologic  March 2008 - Present
The Hanover Insurance Group  August 2005 - December 2007
Fidelity Investments  March 2000 - March 2005
Avid Technology  July 1997 - December 1999
Zurich Scudder Investments   September 1992 - March 1997
Wang Laboratories  August 1983 - September 1992

Skills
Change Management, Deferred Compensation, Process Improvement, Leadership Development, Needs Analysis, Recruiting, Cross-functional Team..., Organizational..., Performance Management, Employee Relations, Instructional Design, Organizational Design, Benefits Administration, Employee Engagement, Performance Consulting, Leadership, Medical Devices, Talent Acquisition, Onboarding, HRIS, Executive Coaching, Organizational..., Talent Management, Management Development, Management Consulting, Applicant Tracking..., Program Management, Workforce Planning, Succession Planning, Training, Human Resources, Coaching

Education
University of Maine   1980 — 1982
MA, Organizational Communication

Suffolk University   1976 — 1980
BS, Communication and Speech

Rachel Steuermann Rachel Steuermann Greater New York City Area Details
Rachel Steuermann's Zurich Scudder Investments Experience 1991 - 2001
Job Director, Employee Communications at McGraw Hill Financial
Industry Public Relations and Communications
Experience
McGraw Hill Financial  July 2015 - Present
Barclays  July 2013 - July 2015
Morgan Stanley  April 2010 - July 2013
UBS Investment Bank  May 2009 - November 2009
UBS Investment Bank  April 2006 - February 2009
UBS Investment Bank  April 2004 - April 2006
Deutsche Asset Management  2001 - 2003
Zurich Scudder Investments   1991 - 2001

Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media

Education
State University of New York College at Purchase
Bachelor’s Degree

Stony Brook University
Master’s Degree

Chris DeMaio Chris DeMaio Greater Chicago Area Details
Chris DeMaio's Zurich Scudder Investments Experience January 1979 - June 2002
Job Finance & Accounting Professional
Industry Financial Services
Experience
Aurora Investment Management  July 2011 - March 2015
Brokerage Consultants Inc.  May 2010 - June 2011
Gray Hair Management   2009 - 2010
Calamos Family Partners   September 2004 - December 2008
Bank One  December 2002 - August 2004
Zurich Scudder Investments   January 1979 - June 2002
March & McLennan Insurance Brokers   July 1977 - December 1978

Skills
Forecasting, Financial Analysis, Mergers, Strategic Planning, Due Diligence, Risk Management, Accounting, Mergers & Acquisitions, Negotiation, Capital Markets, Human Resources, Accounts Receivable, Start-ups, Auditing, Finance, Budgets, Investment Banking, Cash Flow, Project Planning, Financial Modeling, Financial Statements, Leadership, Portfolio Management, Executive Management, Management, Analysis, Investments, Asset Management, Account Reconciliation, Financial Reporting, Tax, Financial Audits, Payroll, Hedge Funds, Internal Audit, Internal Controls, Accounts Payable

Education
University of Illinois at Chicago   1979 — 1983
MBA, Accounting & Finance

Southern Illinois University, Carbondale   1975 — 1977
BS, Accounting

Triton-College   1973 — 1975
AS, Business

John Potyraj John Potyraj Baltimore, Maryland Area Details
John Potyraj's Zurich Scudder Investments Experience 1998 - 2003
Job Marketing Strategist and Brand Champion
Industry Marketing and Advertising
Experience
SBLI of Massachusetts  March 2003 - June 2007
Scudder Kemper Investments  1998 - 2003
US Rowing  1998 - 2003
Zurich Scudder Investments   1998 - 2003
Scudder Funds   1993 - 1998
T. Rowe Price  1985 - 1993

Education
University of Baltimore   1990 — 1992
MA, Publications Management

Towson University   1973 — 1977

Peter Jenkins Peter Jenkins Westport, Connecticut Details
Peter Jenkins's Zurich Scudder Investments Experience 1997 - 2001
Job Managing Director Institutional Equities at PDQ ATS Inc.
Industry Capital Markets
Experience
PDQ ATS Inc.   January 2014 - Present
AX Trading Group, LLC   August 2009 - June 2013
NYSE/Euronext   October 2004 - October 2008
Deutsche Asset Management  September 2001 - September 2004
Zurich Scudder Investments   1997 - 2001
Scudder Investments  September 1986 - September 1997

Skills
Equities, Relationship Management, Acquisition Integration, Trading, Public Speaking, Investments, Electronic Trading, Options, Securities, Financial Services, Equity Trading, Hedge Funds, Series 7, Capital Markets, FINRA, Series 63, Market Data, Asset Management, Trading Systems, Financial Markets, Investment Management, ETFs, Risk Management, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Equity Research, Trading Strategies, Mutual Funds, FX Options, Commodity, Bonds, Series 24, Portfolio Management, Hedging, Asset Allocation, Investment Strategies, Emerging Markets, Technical Analysis, Investment Advisory, Private Equity, Wealth Management, Valuation, Investor Relations, Start-ups, Financial Structuring, Financial Risk, Equity Derivatives

Education
University of Connecticut   1976 — 1980
BS, Finance

Tom Watterson Tom Watterson Greater Boston Area Details
Tom Watterson's Zurich Scudder Investments Experience September 1999 - June 2002
Job Freelance business/financial writing
Industry Financial Services
Experience
Citigroup Personal Wealth Management   May 2010 - June 2014
Financial Research Corp. (FRC)   May 2009 - May 2010
Mutual Fund Investors Association   March 2005 - October 2008
Zurich Scudder Investments   September 1999 - June 2002
MFS Investment Management  July 1995 - July 1999
Scudder, Stevens & Clark, Inc.   November 1993 - July 1995
The Boston Globe  1989 - 1993
The Christian Science Monitor  1973 - 1989

Skills
Editing, Newsletters, Copywriting, Copy Editing, Journalism

Education
Western Michigan University   1968 — 1970
Bachelor's Degree, English, Secondary Education

Northwestern Michigan College   1965 — 1968
Associate’s Degree

Leila Gordon Leila Gordon Wayne, Pennsylvania Details
Leila Gordon's Zurich Scudder Investments Experience 1991 - 1994
Job President, Gordon Business Solutions, LLC
Industry Financial Services
Experience
Gordon Businss Solutions, LLC   1993 - Present
Zurich Scudder Investments   1991 - 1994
The Bryn Mawr Trust Company  1989 - 1991
PNC Wealth Management  1983 - 1989

Skills
Nonprofits, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Financial Analysis, Business Strategy, Wealth Management, Investments, Portfolio Management, Customer Service, Fundraising, Asset Management, Business Development, Marketing, Microsoft Office, Equities, Non-profits, Investment Management, Accounting, Small Business, Entrepreneurship, Mergers & Acquisitions

Education
Villanova University   1984 — 1987
MBA, Finance and Financial Management Services

Trinity College-Hartford   1978 — 1982
Bachelor of Arts (BA), Political Science and Government

University of California, Berkeley   1980 — 1981
Political Science and Government

Ann Cali Ann Cali Stamford, Connecticut Details
Ann Cali's Zurich Scudder Investments Experience 1998 - 2003
Job Digital Strategy Leader at GE Asset Management
Industry Financial Services
Experience
GE Asset Management  2012 - Present
GE Asset Management  March 2006 - April 2011
DWS Investments  2005 - 2006
DWS Investments  2003 - 2005
Zurich Scudder Investments   1998 - 2003

Skills
Strategy, Digital Marketing, Marketing, Market Research, Marketing Communications, Management, Portfolio Management, Leadership, Mutual Funds, Asset Management, Strategic Planning, Digital Strategy, Team Management, Equities, Vendor Management, Email Marketing, Sales, Risk Management, Finance, Strong strategic and..., Strong communication..., Strong project..., Successful track record, Digital Marketing..., Business Development

Education
State University of New York College at Plattsburgh
Bachelor of Science (BS), Marketing

Andrew Zampariolo Andrew Zampariolo Albany, New York Details
Andrew Zampariolo's Zurich Scudder Investments Experience April 1987 - March 1993
Job Business Development Manager at Snelling
Industry Staffing and Recruiting
Experience
Snelling  March 2012 - Present
Integra Optics   October 2009 - January 2012
CornerStone Telephone Company  November 2007 - August 2009
One Communications  February 2000 - November 2007
Pitney Bowes  October 1995 - February 2000
CB Co. Inc.   November 1992 - November 1995
Zurich Scudder Investments   April 1987 - March 1993

Skills
Cisco, Fiber, Fiber Optics, Telecommunications, Staffing Services, Medical Staffing, Direct Hires, Payroll Services, Permanent Staffing, Temporary Staffing, Human Capital, Human Resources, New Business Development, Management, Optical Fiber, B2B, VoIP, Call Centers, Selling, Cisco Technologies, Sales Operations, Marketing, Hosted Services, Unified Communications, Sales Management, Networking, Direct Sales, Co-location, Managed Services, Solution Selling, DSL, Sales, Sales Process, Cloud Computing, SIP Trunking, Cold Calling, Business Development, Enterprise Software, Salesforce.com, Account Management, Professional Services, Strategic Partnerships, Wireless, Channel Partners, Customer Retention, CRM, Lead Generation, Interviews, Sales Presentations, Product Marketing

Education
Harvard University Extension School   1988 — 1989
Coursework, Marketing Management

University of Massachusetts, Amherst   1982 — 1987
Bachelor of Arts (B.A.), English Language and Literature/Letters

Denise Brito Denise Brito Greater New York City Area Details
Denise Brito's Zurich Scudder Investments Experience February 2001 - April 2002
Job Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  September 2011 - Present
HSBC  July 2010 - January 2011
Rothschild  March 2009 - January 2010
Bear Stearns Asset Management  August 2007 - July 2008
Deutsche Asset Management  May 2006 - August 2007
Zurich Scudder Investments   February 2001 - April 2002
Bankers Trust  March 1997 - February 2001
BBV-Probursa International, Inc.   July 1993 - November 1996

Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies

Education
Saint John's University

St. Francis College
BS, Business Management

Douglas Earp, PMP, CLSSMBB, CSM Douglas Earp, PMP, CLSSMBB, CSM Kansas City, Missouri Area Details
Douglas Earp, PMP, CLSSMBB, CSM's Zurich Scudder Investments Experience August 1997 - February 1998
Job Chief Information Officer Certified Lean Six Sigma Master Black Belt (CLSSMBB)
Industry Management Consulting
Experience
MacFarlane Group, Inc.   January 2012 - Present
United States Department of Agriculture - FSA   July 2011 - January 2012
Teva North America Branded Pharmaceuticals   April 2004 - June 2011
Sprint PCS  September 2001 - April 2004
Scudder Investments  August 1998 - July 2001
House of Lloyd  March 1998 - August 1998
Zurich Scudder Investments   August 1997 - February 1998
DST Systems  February 1995 - August 1997

Skills
PMP, Business Intelligence, Vendor Management, PMO, Integration, Business Analysis, Enterprise Architecture, Agile Methodologies, Six Sigma, ITIL, .NET, CRM, Microsoft SQL Server, Leadership, Process Improvement, Training, Quality Management, Program Management, Databases, SDLC, Project Portfolio..., Team Building, Software Development, Business Process..., SharePoint, Strategy, Enterprise Software, IT Service Management, Management, Project Management, Risk Management, Security, IT Strategy, Testing, Business Process, Resource Management, Change Management, Operational Excellence, Strategic Planning, Team Leadership, Oracle, Information Technology, Outsourcing, Visio, IT Management, Requirements Analysis, Software Project..., ERP, E-commerce, Cross-functional Team...

Education
Villanova University   2006 — 2010
CLSSMBB, Lean Six Sigma Master Black Belt

University of Missouri-Kansas City   1985 — 1989
BBA, Finance, Management, Spanish

Rockhurst

Scott Giesecke Scott Giesecke Manchester, New Hampshire Details
Scott Giesecke's Zurich Scudder Investments Experience July 1999 - June 2000
Job Principal Owner at Blue Birch Solutions, LLC
Industry Information Technology and Services
Experience
Blue Birch Solutions, LLC   August 2013 - Present
New Hampshire Republican State Committee  June 2012 - December 2012
TIAA-CREF  August 2011 - December 2011
Calabria Properties, LLC   December 2009 - August 2011
Fidelity Investments  May 2007 - October 2009
ADP (Scudder)   July 2001 - April 2007
Deutsche Bank (Scudder)   July 2000 - July 2001
Zurich Scudder Investments   July 1999 - June 2000
Scudder Investments  July 1997 - June 1999

Skills
SDLC, Business Process, Business Analysis, Leadership, Sales, Team Building, Program Management, Process Improvement, CRM, Vendor Management, Software Documentation, Business Process..., Risk Management, Cross-functional Team..., Visio, Project Management

Education
Southern New Hampshire University   1993 — 1995
BS, Business Administration

Northern Essex Community College
Associate of Arts (AA), Music

Jodi Vito Jodi Vito Greater Boston Area Details
Jodi Vito's Zurich Scudder Investments Experience April 1997 - June 2002
Job Senior Benefits Specialist at Cambridge Health Alliance
Industry Investment Management
Experience
Cambridge Health Alliance  September 2012 - Present
WELLINGTON MANAGEMENT, LLP  April 2011 - September 2012
Zurich Scudder Investments   April 1997 - June 2002
Zurich Scudder Investments   January 1997 - January 2002
Fidelity Investments  January 1995 - March 1997
Fidelity Investments  January 1995 - January 1997

Skills
COBRA Administration, FMLA, Term Life Insurance, Employee Benefits, Human Resources, Payroll, Retirement, Employee Relations, Personnel Management, PeopleSoft

Education
BENTLEY COLLEGE   1999 — 2000
Human, Resources Management

Suffolk University   1991 — 1996
Bachelor of Science, Human Resources concentration

SUFFOLK UNIVERSITY, Boston   1989 — 1995
BS, Business Education, Human Resource concentration

Nitin Sondurkar Nitin Sondurkar Greater New York City Area Details
Nitin Sondurkar's Zurich Scudder Investments Experience January 2001 - June 2002
Job Vice President at Citi
Industry Investment Banking
Experience
Citi  July 2009 - Present
Citi  June 2005 - Present
JPMorgan Chase  August 2003 - June 2005
RSG Systems Inc   June 2002 - July 2003
Zurich Scudder Investments   January 2001 - June 2002
MotherNature.com  March 2000 - December 2000

Education
University of Pune
Engineering, Mechanical

Geoffrey Caan Geoffrey Caan Greater Boston Area Details
Geoffrey Caan's Zurich Scudder Investments Experience 1999 - 2003
Job Managing Director, US Fixed Income at Sun Capital Advisers
Industry Investment Management
Experience
Sun Life Investment Management  March 2011 - Present
OFI Institutional Asset Management  2003 - 2009
OppenheimerFunds  2003 - 2009
ABN AMRO  2002 - 2003
Zurich Scudder Investments   1999 - 2003
Donaldson, Lufkin & Jenrette   March 1997 - November 1998

Skills
Bonds, Fixed Income, Portfolio Management

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance and Statistics

University of Wisconsin-Madison   1988 — 1992
BBA, Real Estate, Finance

Chris Steward Chris Steward Greater Boston Area Details
Chris Steward's Zurich Scudder Investments Experience May 1992 - August 1997
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc.   October 2011 - Present
Fidelity Investments  May 2006 - Present
Pyramis Global Advisors  2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company  2006 - Present
Wellington Management  2000 - 2006
Putnam Investments  1997 - 2000
Zurich Scudder Investments   May 1992 - August 1997
Federal Reserve Bank of New York  1987 - 1991

Education
University of Cambridge   1982 — 1984
MA, Economics

Vassar College   1977 — 1981
BA, Eonomics

Roper City and Country   1966 — 1977
High School Diploma

Kristin Bradbury Kristin Bradbury San Francisco, California Details
Kristin Bradbury's Zurich Scudder Investments Experience March 1993 - September 2001
Job Independent Adviser Group, Callan Associates
Industry Investment Management
Experience
Callan Associates  2007 - Present
BlackRock  September 2009 - September 2011
Zurich Scudder Investments   March 1993 - September 2001

Skills
Portfolio Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Investment Strategies

Education
UCI
MBA, Finance, General

UCSB
Bachelor's degree, Business Economics

Lynn Sati, PHR, SHRM-CP Lynn Sati, PHR, SHRM-CP Kansas City, Missouri Area Details
Lynn Sati, PHR, SHRM-CP's Zurich Scudder Investments Experience June 1991 - June 2002
Job Human Resources Manager, CommunityAmerica Credit Union
Industry Banking
Experience
CommunityAmerica Credit Union  July 2005 - Present
Deutsche Asset Management  June 1991 - June 2002
Zurich Scudder Investments   June 1991 - June 2002
Scudder Investments  June 1991 - June 2002

Skills
Employee Relations, Benefits Administration, Project Management, Employee Benefits, Recruiting, Human Resources, Personnel Management

Education
The University of Kansas

Kathleen Keegan Kathleen Keegan Greater New York City Area Details
Kathleen Keegan's Zurich Scudder Investments Experience December 1993 - April 2002
Job General Specialist at KKGS
Industry Investment Management
Experience
KKGS   August 2015 - Present
1919 Investment Counsel  November 2014 - July 2015
Legg Mason Investment Counsel  January 2005 - November 2014
Deutsche Bank  2002 - 2005
Deutsche Asset Management  April 2002 - December 2004
Zurich Scudder Investments   December 1993 - April 2002

Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis

Education
University of Massachusetts, Amherst   1978 — 1982
BA, Spanish

Megan McConnell Brozowski, CFP®, CDFA™ Megan McConnell Brozowski, CFP®, CDFA™ Greater New York City Area Details
Megan McConnell Brozowski, CFP®, CDFA™'s Zurich Scudder Investments Experience August 1999 - November 2000
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  October 2015 - Present
PNC Wealth Management  April 2014 - October 2015
RegentAtlantic Capital, LLC  September 2002 - September 2013
Jamison, Eaton & Wood   November 2000 - September 2002
Zurich Scudder Investments   August 1999 - November 2000

Skills
Financial Analysis

Education
St. Lawrence University   1995 — 1999
B.A., Economics

Kent Place School   1991 — 1995

Jennifer Patrick, AINS Jennifer Patrick, AINS Richmond, Virginia Area Details
Jennifer Patrick, AINS's Zurich Scudder Investments Experience November 1996 - January 2000
Job Personal Lines Underwriter at Selective Insurance
Industry Insurance
Experience
Selective Insurance  January 2013 - Present
Elephant Auto Insurance  June 2011 - January 2013
Genworth Financial  March 2007 - January 2011
Wachovia Securities  October 2005 - March 2007
Kenan-Flagler Business School  November 2003 - June 2005
Zurich Scudder Investments   November 1996 - January 2000

Skills
Insurance

Education
Salisbury University   1987 — 1991
B.A., Psychology

Jenny Bowser Jenny Bowser Greater Boston Area Details
Jenny Bowser's Zurich Scudder Investments Experience 1997 - 1999
Job Senior Learning Consultant at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  January 2015 - Present
Simmons College  August 2013 - January 2015
Boston Financial Data Services  July 2006 - July 2013
CitiStreet  July 2004 - July 2006
Federated Investors  October 1999 - July 2004
Zurich Scudder Investments   1997 - 1999
Fidelity Investments  1995 - 1995
Fidelity Investments  1995 - 1995

Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training

Education
University of Massachusetts Boston   2008 — 2013
Master of Education (M.Ed.), Instructional Design

Northeastern University   1998 — 2001
Bachelor of Science, Education

Riverside High School   1982 — 1985

Virtual Training- NetSpeed

Vito Sisto Vito Sisto Greater Chicago Area Details
Vito Sisto's Zurich Scudder Investments Experience 1995 - 1997
Job Financial Executive at XSport Fitness
Industry Health, Wellness and Fitness
Experience
XSport Fitness  2010 - Present
Balanced Trading   2004 - 2010
ECHOtrade LLC  1997 - 2004
Zurich Scudder Investments   1995 - 1997
Price Waterhouse Coopers  1992 - 1995

Skills
Start-ups, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Leadership, Finance, Financial Markets, Business Valuation, Financial Reporting, Accounting, Business Strategy, CPA, Internal Controls, Financial Accounting, Executive Management, Forecasting, Investments, Portfolio Management, Valuation, Trading, Equities

Education
Northwestern University - Kellogg School of Management   1999 — 2002
MBA, Finance and Strategy

University of Illinois at Urbana-Champaign - College of Business   1988 — 1992
BS, Accounting

Fenwick High School   1984 — 1988

Vijosa Marku Vijosa Marku Greater New York City Area Details
Vijosa Marku's Zurich Scudder Investments Experience 1992 - 2001
Job Senior Benefits Manager at Mediaocean
Industry Computer Software
Experience
Mediaocean  March 2014 - Present
Mediaocean  October 2009 - Present
Donovan Data Systems  September 2001 - November 2009
Zurich Scudder Investments   1992 - 2001

Skills
Process Improvement, Onboarding, Change Management, HRIS, Recruiting, Employee Relations, Software Documentation, Training, Lotus Notes, Business Analysis, Vendor Management, Team Building, Human Resources, Human Resources for..., Strategic Planning, System Administration, Performance Management, Strategy, Employee Benefits, Team Leadership, Mergers & Acquisitions, Management, Payroll, Personnel Management, Project Management, ADP Payroll, PeopleSoft, Talent Management, Budgets, Policy

Education
State University of New York Empire State College
Bachelor of Science (BS), Business, Management and Economics with a concentration in Human Resources

Bill Chepolis Bill Chepolis Greater New York City Area Details
Bill Chepolis's Zurich Scudder Investments Experience 1998 - 2000
Job Co Head of Fixed Income North America, Managing Director at Deutsche Asset and Wealth Management, CFA
Industry Financial Services
Experience
Deutsche Asset Management  June 2002 - Present
Scudder Kemper  1998 - 2002
Deutsche Asset Management/Zurich Scudder Investments   1998 - 2002
Zurich Scudder Investments   1998 - 2000
Wells Fargo  June 1981 - February 1998

Skills
CFA, Portfolio Management, Fixed Income Trading, Risk Management, Mutual Funds, Emerging Markets, Commodity, Asset Managment, Series 7, Series 63, Investments, Alternative Investments, ETFs, Hedge Funds, Asset Allocation, Investment Management, Trading, Securities, Investment Strategies, Fixed Income, Derivatives, Bonds, Asset Management, Structured Products, Equities, Capital Markets, Fund Of Funds, Bloomberg, Options, MBS, Financial Markets

Education
University of Minnesota-Twin Cities   1980 — 1988
BIS, Economics, Finance and Communication

Park Hills   1977 — 1979

Perry Chou Perry Chou Los Angeles, California Details
Perry Chou's Zurich Scudder Investments Experience 2000 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Cetera Advisor Networks LLC  October 2014 - Present
AXA Advisors  January 2014 - June 2014
ComEd  October 2002 - December 2002
Zurich Scudder Investments   2000 - 2002

Skills
Finance, Trading, GIS, Mutual Funds, Investments, Financial Analysis, Asset Management, Equities, Marketing, Project Management

Education
University of Illinois at Urbana-Champaign   1995 — 2000
Bachelor's degree, Finance, General

Darling Merrill Darling Merrill Newburyport, Massachusetts Details
Darling Merrill's Zurich Scudder Investments Experience April 2000 - January 2003
Job Hair Salon Owner, Master Hair Stylist, Northshore Magazine Best Hair Coloring 2014
Industry Consumer Goods
Experience
Darling Merrill Hair Co   January 2013 - Present
Troy Thompson Hairdressing-Sydney, Australia   July 2006 - July 2007
Zurich Scudder Investments   April 2000 - January 2003
PFPC  April 1997 - January 2000

Skills
Paul Mitchell Color, Alpafarf color and..., Hair Care, Hair Cutting, Hair Extensions, Salons, Beauty Industry, Waxing, Runway, Cosmetology, Artistry, Makeovers, Stylists, Makeup Artistry, Weddings, Hair Straightening, Corrective Color, Photo Shoots, Keratin Treatment, Skin Care, Glamour, Updos, Cuts, Razor Cutting, Bridal Showers, Eyelash Extensions, Master Colorist, Airbrush, Manicures, Fashion Shows, Color Correction, Precision Haircutting, Spa, Styling, Cosmetics, Celebrity, Fashion, Blow Dry, Eyebrow, Product Knowledge, Precision Cutting, Balayage, Long Hair, Hair Restoration, Color Theory, Merchandising, Hair Removal, Fashion Design, Foiling, Customer Service

Education
TAFE   2006 — 2007
Hairdressing Certificate III, Certified Senior Hairdresser, Hairdresser, salon supervisor, salon owner or manager.

TAFE   2005 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Victor H. Maldonado, PMP Victor H. Maldonado, PMP Greater New York City Area Details
Victor H. Maldonado, PMP's Zurich Scudder Investments Experience 1990 - 1995
Job Senior Project Manager at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group  February 2014 - Present
MultiPlan  January 2013 - December 2013
Bridgewater Associates  September 2010 - June 2011
NYC Department of Education  January 2010 - September 2010
AIG  March 2008 - December 2009
Group Health Incorporated  February 2007 - March 2008
Viacom  October 2006 - February 2007
Business Objects  2001 - 2004
General Motors Corporation  1999 - 2001
Zurich Scudder Investments   1990 - 1995

Skills
Strategy, SDLC, Project Management, Program Management, CRM, PMO, Leadership, Business Process, ERP, Cross-functional Team..., Business Analysis, Vendor Management, Interviews, Integration, Process Improvement, Business Intelligence, PMP, IT Strategy

Education
New York University   1991 — 1996

Katherine Bugbee Katherine Bugbee West Roxbury, Massachusetts Details
Katherine Bugbee's Zurich Scudder Investments Experience January 2000 - October 2000
Job Teacher at Archdiocese of Boston
Industry Education Management
Experience
St Theresa of Avila School   September 2013 - Present
Good Shepherd School  January 2011 - July 2013
Immaculate Conception School  September 2008 - June 2010
Sovereign Bank of New England  February 2006 - August 2007
Zurich Scudder Investments   January 2000 - October 2000
Boston Globe Media  June 1998 - December 1998

Skills
Bilingual Communications, Children's Yoga

Education
Salem State University   2008 — 2011
M. Ed, Early Childhood Education and Teaching

University of Massachusetts, Amherst   1995 — 1999
Bachelor’s Degree, French Studies

Tracy Fiene Tracy Fiene Higginsville, Missouri Details
Tracy Fiene's Zurich Scudder Investments Experience July 2000 - July 2002
Job Manager Global Operations at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial  September 2014 - Present
J.P. Morgan   March 2014 - August 2014
J.P. Morgan   July 2002 - March 2014
Zurich Scudder Investments   July 2000 - July 2002

Skills
Series 6, Management, Qualified Retirement..., ERISA, Innovation, Efficiency..., Automation, OmniPlus, OmniPay, Tax-1099R, 1099-MISC,..., Mutual Funds, Accounting, Finance, Vendor Management, Securities

Education
Central Missouri State University   1998 — 2000
Bachelor of Arts (BA), Business Administration, Management and Operations

Wentworth Military Academy   1996 — 1998
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Heidi Brennan Heidi Brennan Greater Boston Area Details
Heidi Brennan's Zurich Scudder Investments Experience December 1999 - January 2003
Job Workforce Solutions Staffing Manager at Cross Country Healthcare
Industry Staffing and Recruiting
Experience
Cross Country Healthcare  April 2012 - Present
Cross Country Healthcare  August 2006 - March 2012
CoreMedical Group  April 2004 - August 2006
Zurich Scudder Investments   December 1999 - January 2003

Skills
Temporary Staffing, Temporary Placement, Recruiting, Vendor Management, Account Management, Sourcing, Contract Management, Staffing Services, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Contract Recruitment, Interviews

Education
Salem State University   1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General

Sudeep Balain Sudeep Balain San Francisco Bay Area Details
Sudeep Balain's Zurich Scudder Investments Experience March 2001 - December 2002
Job Founder at Be Prem LLC
Industry Health, Wellness and Fitness
Experience
Be Prem LLC   January 2014 - Present
Balain Capital Management   October 2005 - Present
STG Capital   October 2003 - September 2005
Zurich Scudder Investments   March 2001 - December 2002
Chase H&Q   January 2000 - December 2000
SoundView Technology Group  January 1999 - December 1999
Atmel Corporation  January 1994 - November 1998
Xicor Corporation   January 1989 - December 1993

Education
New Ventures West, Life Coaching Certification Program, San Francisco, CA   2015 — 2016
Professional Coaching Course

Reiki Master Teacher, Tiburon, CA
Energy Healing

Southeastern Louisiana University
Master’s Degree, Marketing & Finance

TIET India
Bachelor’s Degree, Electronics Engg

Allan Berliant Allan Berliant Greater Boston Area Details
Allan Berliant's Zurich Scudder Investments Experience November 2000 - January 2002
Job Fixed income strategist, portfolio manager, team leader and analyst with focus on structured finance
Industry Investment Management
Experience
Grantham, Mayo, Van Otterloo   2003 - March 2015
Hartford Investment Management  2002 - 2003
Zurich Scudder Investments   November 2000 - January 2002
Liberty Funds Group (Colonial Management)   September 1993 - November 2000
ITT-Hartford Insurance Group   August 1988 - September 1993
The Travelers Insurance Co.  July 1982 - August 1988

Skills
Investments, Bonds, Structured Products, Portfolio Management, Fixed Income, Capital Markets, Structured Finance, Asset Management, Mutual Funds, Credit Analysis, ABS, CMBS, Residential Mortgages, Bloomberg, Intex, Derivatives, Risk Management, Financial Analysis, Quantitative Analytics, Securities

Education
University of Chicago, Graduate School of Business
Master of Business Administration (MBA), Finance

The Johns Hopkins University
Bachelor of Engineering Sciences, Mathematical Sciences

Charles Manzoni Charles Manzoni Minneapolis, Minnesota Details
Charles Manzoni's Zurich Scudder Investments Experience 1996 - 1998
Job Managing Director at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  January 2011 - Present
Gardner Carton & Douglas  1977 - 2004
Zurich Scudder Investments   1996 - 1998
A.G. Becker   1975 - 1977
US Securities and Exchange Commission  December 1972 - 1975

Skills
Series 7, Securities, Asset Management, Alternative Investments, Asset Managment, Investments, Management, Hedge Funds, Mutual Funds, Asset Allocation, ETFs, Separately Managed...

Education
University of Santa Clara   1965 — 1972
BA and JD, History and Law

Ainka Clepper Ainka Clepper Greater Chicago Area Details
Ainka Clepper's Zurich Scudder Investments Experience August 2000 - September 2004
Job Academic Advisor at Harold Washington College
Industry Higher Education
Experience
Harold Washington College  January 2008 - Present
Taylor Business Institute  November 2007 - September 2008
Zurich Scudder Investments   August 2000 - September 2004

Skills
Adult Education, Curriculum Development, Admissions, Curriculum Design, Program Development, Distance Learning, Community Outreach, Staff Development, Tutoring, Resume Writing

Education
University of Illinois at Chicago   2012 — 2016
Doctoral Student, Communication and Media Studies

University of Massachusetts, Amherst   1998 — 2000
Bachelor of Arts (BA), Communication and Media Studies

Bart Childers Bart Childers Greater St. Louis Area Details
Bart Childers's Zurich Scudder Investments Experience 1999 - 2001
Job Director I.S. at Alter Trading Corporation
Industry Mining & Metals
Experience
Alter Trading Corporation  February 2007 - Present
Express Scripts  2005 - 2007
American Italian Pasta Company  November 2001 - October 2005
Zurich Scudder Investments   1999 - 2001
Scudder Kemper Investments  1996 - 1999
Kemper Financial Services  1989 - 1996

Skills
Process Improvement, Budgets, Strategic Planning, Change Management, Disaster Recovery, Business Analysis, Forecasting, Team Building, Visio, Business Intelligence, Vendor Management, Project Management, Performance Management, Quality Assurance, VMware, SQL, IT Management, MS Project, ERP, Operations Management

Education
University of Missouri-Columbia   1987 — 1989
MBA

University of Missouri-Columbia   1985 — 1987
BSBA, Business Administration

Charlie Henness Charlie Henness Greater Chicago Area Details
Charlie Henness's Zurich Scudder Investments Experience February 2000 - November 2000
Job Head of Global Financials & Large Cap CoPortfolio Manager at IronBridge Capital Management
Industry Investment Management
Experience
IronBridge Capital Management, L.P.   2002 - Present
Zurich Scudder Investments   February 2000 - November 2000
Zurich Scudder Investments   April 1998 - January 2000

Skills
Portfolio Management, Strategy, Investments, Competitive Analysis, Equity Valuation, Equities, Financial Services, Analysis, Asset Allocation, Financial Modeling, Investment Strategies, Valuation

Education
University of Illinois at Urbana-Champaign - College of Business   1993 — 1997
B.S., Accountancy

Lincoln Carnam, CFA Lincoln Carnam, CFA Columbus, Ohio Area Details
Lincoln Carnam, CFA's Zurich Scudder Investments Experience December 1995 - January 1998
Job Senior Operational Risk Analyst at OPERS
Industry Financial Services
Experience
OPERS  March 2013 - Present
Columbus, OH area   August 2012 - March 2013
The American Civil War Center at Historic Tredegar  July 2010 - August 2012
Croslis & Brennan Law Offices   November 2008 - July 2010
Croslis Realty  November 2008 - July 2010
Solaris Asset Management   December 2003 - November 2008
Ghriskey Capital Partners   February 2003 - December 2003
Dreyfus  April 2001 - July 2002
Dreyfus  February 1998 - April 2001
Zurich Scudder Investments   December 1995 - January 1998

Skills
Budgeting, Investments, Forecasting, Excel, Financial Analysis, Financial Modeling, Asset Management, Financial Reporting, Process Improvement, Business Strategy, Analysis, Problem Solving, Management, Budgets, Project Management, Project Coordination, Visual Basic, MS Excel Pivot Tables, Strategy, Leadership, Program Management, Portfolio Management, Competitive Analysis, Accounting, Risk Management, Executive Management, Financial Services, Nonprofits, Mutual Funds

Education
The College of William and Mary - The Mason School of Business   2011 — 2012
MBA, General Management

Muhlenberg College   1991 — 1995
BA, Economics (Finance) & History

The Gunnery School   1988 — 1991

Jim Gaull Jim Gaull Greater Chicago Area Details
Jim Gaull's Zurich Scudder Investments Experience April 2000 - April 2002
Job Senior Developer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios  June 2007 - Present
William Blair & Company  December 2003 - June 2007
Wachovia Securities  April 2003 - December 2003
Genisys Consulting  May 1998 - December 2003
Genisys Consulting  May 1998 - December 2003
Watson Wyatt  April 2002 - April 2003
Wachovia Securities  2003 - 2003
Zurich Scudder Investments   April 2000 - April 2002
Deutsche Bank  January 2000 - April 2002
Stein Roe Investments   May 1998 - January 2000

Skills
SQL Server, C#, .NET, DTS, ADO, SQL, XML, Windows, Excel, Microsoft Office, ETL, Data Warehousing, Application Development, Database Development, Requirements Analysis, User Interface Design, Fixed Income, ASP.NET, Visual Studio, T-SQL, SSRS, SSIS, Visual Basic, ASP, Crystal Reports, VB.NET, Bloomberg TOMS, Software Project..., WCF, Microsoft CRM, CRM, Business Analysis, VBA, Database Design, Business Intelligence, WPF, LINQ, Stored Procedures, ASP.NET MVC, Project Management, WinForms, Web Services, SDLC, Software Documentation, Microsoft SQL Server, Oracle, Requirements Gathering, Microsoft Excel, Sybase, Access

Education
Northern Illinois University   1994 — 1998
Bachelor Degree, Computer Science

Northern Illinois University   1994 — 1998
Bachelor of Science, Computer Science

Lavern Green Lavern Green New York, New York Details
Lavern Green's Zurich Scudder Investments Experience 1979 - 1981
Job Customer Service Professional
Industry Consumer Services
Experience
NYS Department of Motor Vehicles  2002 - 2013
National Amusements  1997 - 2002
State of NY Metropolitan Transportation Authority  1988 - 1997
Orkins Hub   1985 - 1988
New York City Human Resources Administration  1983 - 1988
Zurich Scudder Investments   1979 - 1981

Skills
Customer Service, OSHA, Financial Reporting, Billing Services, Data Entry, Personnel Management, Human Resources, Accounts...

Education
Ramos Gartner and Co   1977 — 1978
Computer and Job Awareness Program

NY School of Dental Technology   1976 — 1977
Dental Assistant Program

Queens College   1974 — 1976
Liberal Arts and Sciences/Liberal Studies

Kenneth Jakoby Kenneth Jakoby Sarasota, Florida Area Details
Kenneth Jakoby's Zurich Scudder Investments Experience August 2001 - July 2002
Job Consulting
Industry Information Technology and Services
Experience
Kenneth Jakoby Consulting   November 2007 - Present
Eclipsys Corp  December 2005 - November 2007
Deutsche Bank  July 2002 - October 2005
Zurich Scudder Investments   August 2001 - July 2002
Morgan Stanley  June 1996 - August 2001

Education
New York University - Polytechnic School of Engineering   1986 — 1990
BSEE

Julie Lanzilotta Julie Lanzilotta Greater New York City Area Details
Julie Lanzilotta's Zurich Scudder Investments Experience 2000 - 2002
Job Director Client Facing Technology at Citi
Industry Financial Services
Experience
Citi  August 2012 - Present
Credit Suisse  July 2008 - August 2012
Lehman Brothers  August 2005 - July 2008
Lehman  August 2005 - July 2008
Lehman Brothers Bank  2004 - 2008
Deutsche Asset Management  2000 - 2005
Deutsche Bank  1999 - 2005
Scudder  1996 - 2005
Scudder, Stevens, and Clark   1995 - 2005
Zurich Scudder Investments   2000 - 2002

Skills
Prime Brokerage, Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Investment Banking, Capital Markets, Middle Office, Electronic Trading, Bloomberg, Equity Derivatives, FX Options, Credit Derivatives, Sybase, Computer Science

Education
New York University   1991 — 1995
Bachelor of Arts (B.A.), Computer Science and Sociology

Wayne 'Kevin' Wood Wayne 'Kevin' Wood Greater Boston Area Details
Wayne 'Kevin' Wood's Zurich Scudder Investments Experience 1996 - 2001
Job IT Database Manager at Oracle
Industry Information Services
Experience
Oracle  March 2012 - Present
State Street  July 2001 - March 2012
Zurich Scudder Investments   1996 - 2001
scudder  September 1989 - February 1996

Skills
Business Analysis, Vendor Management, SDLC, Disaster Recovery, Data Warehousing, Financial Services, Unix, Databases, Business Intelligence, SQL, Process Improvement, Software Project..., IT Strategy, Solaris, Requirements Analysis, Data Modeling, Database Design, Microsoft SQL Server, SOA, Database Administration, Oracle, Enterprise Architecture, Oracle RAC, IT Management, Requirements Gathering, AIX, ETL, Cloud Computing

Education
Salem State College

Nancie Cosby Nancie Cosby Greater Boston Area Details
Nancie Cosby's Zurich Scudder Investments Experience 1994 - 2002
Job Project Manager at CitiStreet
Industry Financial Services
Experience
ING  August 2005 - Present
EquiServe  2003 - 2005
Zurich Scudder Investments   1994 - 2002

Education
University of Massachusetts Boston

Michelle Daniels Michelle Daniels Greater Boston Area Details
Michelle Daniels's Zurich Scudder Investments Experience 1999 - 2001
Job Project Manager at Newland Development Associates, LLC
Industry Information Technology and Services
Experience
Newland Development Associates, LLC   October 2013 - Present
Liberty Mutual Insurance  April 2011 - October 2013
Liberty Mutual Insurance  September 2005 - April 2011
ADP Retirement Services  2003 - 2005
Deutsche Bank  2001 - 2003
Zurich Scudder Investments   1999 - 2001

Skills
IT Strategy, Documentum, System Administration, Websphere, Siteminder, Document Management, ITIL, Web Services, WebSphere MQ, AIX, RHEL, Performance Testing, High Availability..., Disaster Recovery, Windows Server, Veritas Cluster Server, Integration, IT Management, Enterprise Architecture, Business Analysis, System Architecture, Unix, Security, Systems Analysis, IBM AIX, WebSphere

Education
Southern New Hampshire University
Bachelor of Science, Business Finance

Harold D. Kahn Harold D. Kahn New York, New York Details
Harold D. Kahn's Zurich Scudder Investments Experience January 2000 - July 2001
Job Managing Principal, Americas at PTS Consulting
Industry Executive Office
Experience
PTS Consulting  September 2015 - Present
Cresa  October 2012 - September 2015
Gravitas Technology Services   June 2007 - September 2012
DBZ & Co.   April 2005 - February 2007
Pequot Capital  March 2002 - March 2005
Zurich Scudder Investments   January 2000 - July 2001
PricewaterhouseCoopers  January 1977 - January 2000

Skills
Hedge Funds, Alternative Investments, Finance, Due Diligence, Private Equity, Asset Management, Mergers & Acquisitions, Start-ups, Management, Financial Services, Asset Managment, Strategic Planning, Management Consulting, Information Technology, Enterprise Risk..., Human Capital Management, Capital Markets, Information Technology..., Venture Capital, Entrepreneurship, Business Development, Investment Banking, Strategic Partnerships, Program Management, Marketing Strategy, Executive Management, Leadership, Business Strategy

Education
Stanford University   1971 — 1975
AB, Economics

Christian Loyd Christian Loyd Saint Louis, Missouri Details
Christian Loyd's Zurich Scudder Investments Experience 2000 - 2001
Job Quantitative Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2014 - Present
Wells Fargo  July 2013 - June 2014
Ernst & Young  February 2011 - July 2013
Societe Generale  2007 - February 2011
Wells Fargo  2004 - 2006
A.G. Edwards (now Wells Fargo Advisors)   August 2001 - July 2004
Zurich Scudder Investments   2000 - 2001

Skills
CMBS, Securities, Market Risk, Securitization, Pricing, Valuation

Education
Southern Illinois University, Edwardsville   2002 — 2004
MBA, Accounting

Southern Illinois University, Carbondale   1997 — 2000
BS, Finance

Peter Stubbs Peter Stubbs Greater New York City Area Details
Peter Stubbs's Zurich Scudder Investments Experience July 2000 - June 2001
Job Operations Manager at Caxton Associates
Industry Financial Services
Experience
Caxton Associates LP  February 2011 - Present
Caxton Associates LLC  November 2002 - February 2011
Zurich Scudder Investments   July 2000 - June 2001
Morgan Stanley  September 1999 - July 2000

Skills
Hedge Funds, Derivatives, Back Office, Bloomberg, Fixed Income, Middle Office, Options, FX Options, Trading, Commodity, Equity Derivatives, Finance, Foreign Exchange, Mutual Funds, Management

Education
University of Notre Dame   1995 — 1999
BBA, Finance

Christian Brothers Academy   1991 — 1995
High School Diploma

Kevin Burch Kevin Burch Greater Boston Area Details
Kevin Burch's Zurich Scudder Investments Experience 2001 - 2003
Job Credit Analyst at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston  October 2011 - Present
Gillette Stadium  September 2011 - November 2013
State Street Bank  July 2003 - July 2011
Zurich Scudder Investments   2001 - 2003
Mellon Bank  1999 - 2001

Skills
Securities Lending, Bloomberg, Equities, Alternative Investments, Risk Management, Fixed Income, Money Market, Hedge Funds, Corporate Actions, Securities, Collateral Management, Valuation

Education
University of Massachusetts, Amherst   1993 — 1998
Bachelor's degree, Economics

G. Diann Petrino G. Diann Petrino Greater New York City Area Details
G. Diann Petrino's Zurich Scudder Investments Experience 1998 - 2002
Job Managing Director, Division Philanthropic Executive at U. S. Trust
Industry Financial Services
Experience
U. S. Trust   SVP, Division Philanthropic ExecutiveBank of AmericaJune 2012 - February 2013
Deutche Asset Management   2000 - 2002
Zurich Scudder Investments   1998 - 2002
Scudder Stevens and Clark  1983 - 1998
Chemical Bank  1980 - 1983

Skills
Portfolio Management, Asset Managment, CRM

Education
New York University - Leonard N. Stern School of Business   1979 — 1981
Master of Business Administration (M.B.A.), Finance

Mount Holyoke College   1973 — 1977
A.B., Biochemistry

Christine Ledin Christine Ledin Plymouth, Massachusetts Details
Christine Ledin's Zurich Scudder Investments Experience 2000 - 2002
Job Assistant Vice President, SharePoint Administrator / Developer at Rockland Trust Company
Industry Banking
Experience
Rockland Trust Company  May 2002 - Present
International Cycling   2005 - 2010
Zurich Scudder Investments   2000 - 2002
Scudder Kemper Investments  1997 - 2000

Skills
Process Improvement, Risk Management, Project Management, Microsoft Excel, Banking, Customer Service, Access, Change Management, SQL, SDLC, Microsoft Office, SharePoint, Microsoft Word, Data Analysis, Strategic Planning, Business Analysis, Software Documentation, Human Resources, Vendor Management, Financial Reporting, Visio, Analysis, Program Management, Requirements Gathering, Business Intelligence, Databases, Requirements Analysis, Team Leadership, Business Process..., Quality Assurance, Troubleshooting, Security, Project Planning, Analytics, Microsoft SQL Server

Education
Quincy College   1998 — 2002
A.S., Computer Science

Stoughton High School   1982 — 1986

Bill Tobey Bill Tobey Greater Boston Area Details
Bill Tobey's Zurich Scudder Investments Experience October 2000 - January 2002
Job Insurance Reporting at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management  August 2014 - Present
Deutsche Asset Management  January 2006 - Present
Deutsche Asset Management  January 2002 - January 2006
Zurich Scudder Investments   October 2000 - January 2002
Scudder Investments  October 1996 - October 2000
State Street Bank  October 1995 - October 1996
Scudder Investments  October 1993 - October 1995

Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds

Education
University of Massachusetts at Lowell   2008 — 2009
Graduate Certificate, Foundations of Business - Management

University of Massachusetts Lowell   1988 — 1992
BS, Business Management

Melrose High School   1985 — 1988

Paul Ackerley Paul Ackerley Greater New York City Area Details
Paul Ackerley's Zurich Scudder Investments Experience May 2000 - March 2001
Job VP Trading at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   February 2015 - Present
Newgate Capital Management LLC  February 2011 - February 2015
AMR Capital Trading  February 2003 - January 2012
Deutsche Asset Management  March 2001 - February 2003
Zurich Scudder Investments   May 2000 - March 2001

Skills
Equities, Advent, Omgeo Oasys, DTC, Bloomberg, Fiserv APL, WRAP, SWIFT

Education
Syracuse University - Martin J. Whitman School of Management   1997 — 1999
Bachelor's of Science, Finance

Daniel Kells Daniel Kells Raleigh-Durham, North Carolina Area Details
Daniel Kells's Zurich Scudder Investments Experience January 1999 - January 2001
Job Senior Technical Architect at JDA Software
Industry Information Technology and Services
Experience
JDA Software  January 2013 - Present
RedPrairie  May 2012 - Present
RedPrairie  July 2006 - May 2012
First Citizens Bank  February 2005 - June 2006
Bluefire Security Technologies  January 2003 - March 2004
Zurich Scudder Investments   January 1999 - January 2001

Skills
Java, Unix, Linux, Microsoft SQL Server, SQL, Requirements Analysis, C, Integration, Visual Studio, PL/SQL, C#, Object Oriented Design, .NET, VB.NET, Software Design, Software Development, Eclipse, Oracle, XML, Software Engineering, Software Project..., CVS, Web Services, Scrum

Education
Taylor University   1993 — 1997
Bachelor of Science (B.S.), Computer Science

salem high school   1989 — 1993

Candy Witcher Candy Witcher Greater Boston Area Details
Candy Witcher's Zurich Scudder Investments Experience July 1998 - December 2000
Job Freelance Artist & Administrative Trust Accountant
Industry Legal Services
Experience
Delta Tau Delta Fraternity at Tufts   July 2013 - Present
Vacovec, Mayotte & Singer   December 2005 - Present
Self-Employed Freelance Arist   May 1981 - Present
Somerville Center for Adult Learning & Education   January 2008 - June 2010
Robert Half International  September 2004 - December 2005
Columbia Management  March 2001 - August 2003
Zurich Scudder Investments   July 1998 - December 2000
Evergreen Investments  January 1998 - July 1998
Scudder Kemper Investments  March 1990 - January 1998

Skills
Painting, Drawing, Art, Fine Art, Watercolor, Portraits, Contemporary Art, Art Education, Oil Painting, Visual Arts, Art History, Art Exhibitions, Photography, Sculpture, Linoleum Block Printing..., Digital Illustration, Web Design, Framing Artwork, Excel, Trust Accounting, Tax Accounting, Printmaking

Education
University of New Hampshire   1977 — 1981
BFA, Drawing

Massachusetts College of Art & Design   1988 — 1989
Drawing & Commercial Art

School of Museum of Fine Arts   1987 — 1988
Life Drawing

Nashua High School   1976 — 1977
College Preparation

Putnam City High School   1974 — 1976
College Preparation

Jason Ronca Jason Ronca Greater Boston Area Details
Jason Ronca's Zurich Scudder Investments Experience 2001 - 2002
Job ETF Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2014 - Present
J.P. Morgan   August 2007 - May 2014
Investors Bank and Trust  April 2006 - August 2007
Deutsche Asset Management  2001 - 2006
Zurich Scudder Investments   2001 - 2002

Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions

Education
Suffolk University - Sawyer Business School   2004 — 2007
MBA, Finance

University of Massachusetts, Amherst   1996 — 2000
Bachelor of Science, Sports Management

Jeff Sponenburg Jeff Sponenburg Greater New York City Area Details
Jeff Sponenburg's Zurich Scudder Investments Experience 1998 - 2000
Job Executive Director, Investment Banking, JP Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2008 - Present
Bear Stearns  March 2006 - June 2008
American International Group  January 2000 - March 2006
Zurich Scudder Investments   1998 - 2000
UBS PaineWebber  1992 - 1998

Skills
Financial Modeling, Financial Analysis, Financial Management, Forecasting, Process Engineering, Process Improvement, Financial Reporting, Budgeting, Corporate Finance, Vendor Management, Accounting, Internal Controls, Financial Accounting, Strategic Planning, Outsourcing, General Ledger, Variance Analysis

Education
New York University - Leonard N. Stern School of Business   1996 — 1998

Muhlenberg College   1987 — 1990
BA, Economics

Lori Kelly Lori Kelly Greater Boston Area Details
Lori Kelly's Zurich Scudder Investments Experience 2000 - 2001
Job Director, Enterprise Integration Services at Fidelity Investments National Financial
Industry Information Technology and Services
Experience
Fidelity Investments - National Financial  September 2012 - Present
Fidelity Investments  1995 - September 2012
TJX  November 2002 - June 2004
Zurich Scudder Investments   2000 - 2001
Fidelity Investments  1994 - 1995
First Data Corporation  1993 - 1994
MIT Lincoln Laboratory  1985 - 1994

Skills
Business Analysis, Visio, Vendor Management, Process Improvement, Data Analysis, Access, Financial Services, Systems Analysis, MS Project, Project Management, Requirements Analysis, SQL, VSAM, B2B software

Education
Northeastern University
BSBA, Finance

Leslie Lim Leslie Lim United States Details
Leslie Lim's Zurich Scudder Investments Experience February 1999 - July 2000
Job Operations Manager at Menta Capital
Industry Investment Management
Experience
Menta Capital LLC   January 2007 - Present
Evnine & Associates, Inc.   2002 - 2006
CalSTRS  2000 - 2001
Andrews Technology   April 2000 - July 2000
Zurich Scudder Investments   February 1999 - July 2000
Barclays Global Investors  August 1994 - February 1999
Barclays Global Investors  April 1993 - August 1994
Wells Fargo Nikko Investment Advisors  April 1993 - August 1994
Beaumont, Texas  December 1990 - December 1992
New China Restaurant, Inc   February 1976 - December 1992

Skills
Portfolio Management, Securities, Equities, Hedge Funds, Trading, Asset Managment, Asset Management, Alternative Investments, Investment Strategies, Investments, Bloomberg

Education
Pace University - Lubin School of Business   1984 — 1986
BS, Finance

Wayne State University   1980 — 1983
Pre-Pharmacy/Pre-Medical

Kathleen Grady-Peralta Kathleen Grady-Peralta Greater Chicago Area Details
Kathleen Grady-Peralta's Zurich Scudder Investments Experience January 1999 - January 2001
Job Treasury Analyst at CHA
Industry Accounting
Experience
Chicago Housing Authority  January 2007 - Present
Chicago Housing Authority  January 2005 - January 2007
Chicago Housing Authority  January 2003 - January 2005
ILLINIOS HOUSING DEVELOPMENT AUTHORITY   January 2001 - January 2003
Zurich Scudder Investments   January 1999 - January 2001

Skills
Budgets, Financial Reporting, Policy, Financial Analysis, Microsoft Office, Accounting, Risk Management, Microsoft Excel, Cash Flow Forecasting, Auditing, Treasury, Treasury Management, Cash Management, Microsoft Word, PowerPoint, Strategic Planning, Data Analysis

Education
Northwestern University   2006 — 2006
CTP, Professional Certification

Roosevelt University   2001 — 2003
BA, Accounting

Patricia A Hathaway Patricia A Hathaway Greater Boston Area Details
Patricia A Hathaway's Zurich Scudder Investments Experience 2000 - 2001
Job Director, Customer Experience Upromise by Sallie Mae
Industry Financial Services
Experience
Upromise by Sallie Mae   December 2014 - Present
Upromise by Sallie Mae   May 2006 - Present
Aramark  September 2005 - May 2006
Talbots  March 2004 - September 2005
SmartRevenue  2003 - 2005
Cambridge Focus  2002 - 2003
Zurich Scudder Investments   2000 - 2001
Abt Associates  1995 - 2000

Skills
Analytics, Data Analysis, Segmentation, Customer Insight, Market Research, Market Analysis, Marketing Research, Quantitative Research, Qualitative Research, Focus Groups, Competitive Analysis, Marketing Strategy, Marketing, Web Analytics, SAS, CRM, Strategy, Analysis, Email Marketing, Direct Marketing, Customer Acquisition, Business Analysis, Start-ups, Database Marketing, Competitive Intelligence, Lead Generation, SPSS, Survey Design, Brand Loyalty, Product Development, Social Media, Digital Marketing

Education
University of Massachusetts Dartmouth   1983 — 1987
Bachelor of Arts (BA), Literature and Journalism

University of Massachusetts Dartmouth
Bachelor's degree, Literature

Kevin T. Medina Kevin T. Medina Greater New York City Area Details
Kevin T. Medina's Zurich Scudder Investments Experience 1999 - 2002
Job Chief Compliance Officer at Serengeti Asset Management LP
Industry Financial Services
Experience
Serengeti Asset Management  January 2015 - Present
Allen & Company LLC; Allen Investment Management LLC   July 2009 - December 2014
SPARX Investment & Research, USA, Inc.   April 2004 - July 2009
SPARX Securities, USA, LLC (FINRA Licensed Broker-Dealer)   April 2004 - July 2009
SPARX Asia Funds   April 2004 - July 2009
Allianz Global Investors  May 2002 - March 2004
Zurich Scudder Investments   1999 - 2002
BBVA  February 1999 - September 1999
Citibank  1998 - 1999

Skills
SEC, FINRA, Investment Advisory, Hedge Funds, Broker-Dealer, Legal Research, Risk Management, Mutual Funds, Securities Regulation, Investment Management, Securities, Equities, Alternative Investments, AML, Contract Negotiation, Fixed Income, Series 7, Auditing, Management, SEC filings, Due Diligence, Corporate Governance, Anti Money Laundering

Education
SUNY Buffalo Law School   1993 — 1996
JD, Law

SUNY Buffalo School of Law   1993 — 1996
Doctor of Law (JD)

Syracuse University - Maxwell School   1989 — 1993

FINRA Series 7, 24, 63, 65, 79 and 99.

Mark Berroth Mark Berroth Portland, Oregon Area Details
Mark Berroth's Zurich Scudder Investments Experience 2000 - 2002
Job Private Client Liaison at U.S. Trust Company
Industry Investment Management
Experience
U.S. Trust Company   Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management  2009 - 2010
Fidelity Investments  2005 - 2007
Zurich Scudder Investments   2000 - 2002
Zurich Scudder Investments   1993 - 1999
Scudder Kemper Investments  1993 - 1999

Education
University of California, Santa Barbara   1986 — 1991

Amy Long Amy Long Greater Chicago Area Details
Amy Long's Zurich Scudder Investments Experience May 2000 - August 2001
Job Global Mobility Services Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP  August 2015 - Present
Grant Thornton LLP  February 2011 - Present
GRANT THORNTON, LLP  November 2009 - February 2011
GOLDMAN SACHS  January 2004 - October 2009
INSIGNIS, INC   August 2001 - November 2003
Zurich Scudder Investments   May 2000 - August 2001

Skills
Financial Reporting, Accounting, Financial Modeling, Investments, Analysis, Account Reconciliation, Tax, Auditing, Financial Analysis, Tax Accounting, Corporate Tax, Income Tax, Internal Audit

Education
DePaul University Kellstadt Graduate School of Business
Master of Science, Accountancy

University of Iowa   1996 — 2000
Bachelor, Business Administration; Finance

John Schaefer, CFA John Schaefer, CFA Greater Chicago Area Details
John Schaefer, CFA's Zurich Scudder Investments Experience July 1988 - April 2002
Job President at AAM Insurance Investment Management
Industry Investment Management
Experience
AAM  April 2002 - Present
Zurich Scudder Investments   July 1988 - April 2002
Progressive Corporation  August 1987 - July 1988

Skills
Fixed Income, Asset Managment, Investments, Portfolio Management, Asset Allocation, Securities, Bonds, Equities, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Investment Management, Due Diligence, Investment Strategies

Education
The University of Chicago - Booth School of Business   1985 — 1987
Master of Business Administration (MBA), University of Chicago

University of Notre Dame   1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting

Pat Pilkonis Pat Pilkonis Greater New York City Area Details
Pat Pilkonis's Zurich Scudder Investments Experience 1993 - 1996
Job Head of Advertising, Americas at UBS
Industry Financial Services
Experience
UBS  Vice President, Director of New Business Development/Credit CardsCitibank1997 - 1999
Zurich Scudder Investments   1993 - 1996
Ogilvy & Mather Direct  1986 - 1993
Ogilvy & Mather  1983 - 1993
DDB  1980 - 1983

Skills
Advertising, Marketing, Digital Marketing, Integrated Marketing, New Business Development, Marketing Strategy, Marketing Communications, Strategy, Digital Media, Social Media Marketing, Brand Development, Direct Marketing, Corporate Communications, Strategic Planning, Digital Strategy, Online Advertising, Social Media

Education
The University of Chicago Booth School of Business   1978 — 1980
MBA, Marketing and Finance

Williams College   1973 — 1977
BA, Economics

Jaye Benoit Jaye Benoit Greater New York City Area Details
Jaye Benoit's Zurich Scudder Investments Experience November 1999 - March 2001
Job Client Service and Marketing Manager at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers  August 2010 - Present
Epoch Investment Partners  May 2008 - August 2010
J.P. Morgan Fleming Asset Management   2001 - 2008
JPMorgan Asset Management  2001 - 2008
Zurich Scudder Investments   November 1999 - March 2001
Schroders  June 1998 - July 1999
MJ Whitman   1997 - 1998

Education
Syracuse University
BS

Woodlands high school

Karla Israel Epstein Karla Israel Epstein Greater Detroit Area Details
Karla Israel Epstein's Zurich Scudder Investments Experience 1996 - 1998
Job ***
Industry Accounting
Experience
University of Michigan Ross School of Business  February 2015 - Present
Comcast  April 2008 - November 2011
Comcast  June 2005 - March 2008
Comcast  August 2004 - May 2005
Comcast  December 2002 - July 2004
Ameritech  1999 - 2001
Kelly Services  January 1999 - August 1999
Zurich Scudder Investments   1996 - 1998
Ernst & Young  1995 - 1996

Skills
Accounting, Auditing, Budgets, CPA, Finance, Financial Analysis, Forecasting, Internal Controls, Leadership, Process Improvement, Telecommunications

Education
University of Michigan   1991 — 1995
B.A., Economics

Mark Raffles Mark Raffles Greater Chicago Area Details
Mark Raffles's Zurich Scudder Investments Experience 1999 - 2002
Job Investor
Industry Investment Management
Experience
Mason Street Advisors  2005 - 2015
Zurich Scudder Investments   1999 - 2002
UBS Investment Bank  1995 - 1999
Salomon Brothers  1983 - 1990

Education
Northwestern University
Master of Business Administration (MBA), marketing/economics

Principia College
Bachelor of Arts (BA), Business/Managerial Economics

Laraine Roberto Laraine Roberto Greater San Diego Area Details
Laraine Roberto's Zurich Scudder Investments Experience November 1996 - December 2001
Job VP, Senior Project Manager
Industry Financial Services
Experience
Union Bank  July 2006 - Present
UnionBanc Investment Services  July 2001 - July 2006
Zurich Scudder Investments   November 1996 - December 2001

Skills
Associate Certification..., Mastering Project..., Essentials of Project..., Series 6 & 63..., Microsoft Project,..., Adobe Professional, Knowledge of Visio, SEI..., Financial Services, Banking, Process Improvement, Program Management, Risk Management, Budgets, Cross-functional Team..., Leadership, Project Management, Project Planning, Training, Business Process..., Business Analysis, Management, Portfolio Management, SDLC

Education
National University
Finance

Bill Daley Bill Daley Hilton Head Island, South Carolina Details
Bill Daley's Zurich Scudder Investments Experience July 1999 - April 2002
Job Arch Investment Management
Industry Investment Management
Experience
Arch Investment Management   VP Credit Analyst / StrategistArch Investment MangagementMay 2013 - Present
Gleacher and Company  October 2009 - March 2012
ING Investment Management  2003 - 2008
Deerfield Capital Management  April 2002 - August 2003
Zurich Scudder Investments   July 1999 - April 2002
Allstate  April 1996 - July 1999
A.T. Kearney   May 1995 - May 1996
Moody's  May 1993 - May 1995
The Bank of New York  September 1991 - May 1993
Vermont Yankee Nuclear Power Corp   December 1982 - September 1991

Skills
Portfolio Management, Investor Relations, Project Finance, Corporate Finance, Valuation, Credit Rating, Capital Structure, Treasury Management, Research, Energy, Credit Analysis, Investments, Fixed Income, Asset Management, Series 7, Strategic Financial..., Finance, Credit, Strategy, Hedge Funds, Bloomberg

Education
Rutgers, The State University of New Jersey-Newark   1979 — 1981
MBA, Finance

Rutgers, The State University of New Jersey-Newark   1976 — 1979
BA, Accounting / Economics

G. Diann Petrino G. Diann Petrino Greater New York City Area Details
G. Diann Petrino's Zurich Scudder Investments Experience 2000 - 2002
Job Managing Director, Division Philanthropic Executive
Industry Financial Services
Experience
U. S. Trust Bank of America Private Wealth Management   June 2012 - Present
Bank of America  April 2006 - June 2012
US Trust  2003 - 2006
Deutsche Asset Management  2002 - 2002
Zurich Scudder Investments   2000 - 2002
Scudder Kemper/Zurich Scudder Investments/Deutsche Asset Management   2000 - 2002
Scudder Investments  1983 - 2000
Chemical Bank  1980 - 1983

Skills
Alternative Investments, Asset Managment, Relationship Management, Investments, Asset Management, Portfolio Management, Risk Management, New Business Development, Securities, Fixed Income, Equities, Asset Allocation

Education
New York University   1979 — 1981
MBA, Finance

Mount Holyoke College   1973 — 1977
AB, Biochemistry

Sunitha Vepa Sunitha Vepa Greater Boston Area Details
Sunitha Vepa's Zurich Scudder Investments Experience 1998 - 1999
Job IS Partner GIS IA IDEAS & AMER Sanofi
Industry Pharmaceuticals
Experience
Boston Scientific  April 2013 - August 2015
Genzyme  December 2009 - April 2013
Genzyme  December 2004 - November 2009
EMC  July 1999 - April 2001
Zurich Scudder Investments   1998 - 1999
Thomson Financial Services  1996 - 1998
Nine West Group  1992 - 1995

Skills
SDLC, GMP, Project Management, Vendor Management, Outsourcing Management, Business Analysis, Change Management, Change Control, Validation, FDA, Computer System..., 21 CFR Part 11, Program Management, Quality Assurance, Cross-functional Team..., Software Documentation, Process Improvement

Education
University of New Haven   1990 — 1992
Masters, Master in Computer and Information science

Fred Sabetta Fred Sabetta Cincinnati Area Details
Fred Sabetta's Zurich Scudder Investments Experience 1997 - 2002
Job MD at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management  May 2012 - Present
JP Morgan Asset Management  2003 - Present
JPMorgan Asset Management  November 2003 - April 2012
Zurich Scudder Kemper   1998 - 2003
Scudder Kemper Investments  1997 - 2003
Zurich Scudder Investments   1997 - 2002
Travelers Insurance Co  1983 - 1993
The Travelers Companies  1983 - 1993
Travelers Group/Citigroup/Travelers Life   1983 - 1993
Travelers  1983 - 1993

Education
Providence College   1966 — 1970
BS, Account

James Hamman, Jr. James Hamman, Jr. Greater Milwaukee Area Details
James Hamman, Jr.'s Zurich Scudder Investments Experience June 1996 - June 1998
Job Associate Counsel, Artisan Partners
Industry Financial Services
Experience
Artisan Partners  March 2010 - Present
Elite Investment Partners, LLC   January 2008 - March 2010
Calamos Investments  June 1998 - September 2007
Zurich Scudder Investments   June 1996 - June 1998
Vedder Price  August 1993 - June 1996

Education
Northwestern University School of Law   1991 — 1994
JD

University of Notre Dame   1987 — 1991
BBA, Business

University of Notre Dame   1987 — 1991

Robert Cholke Robert Cholke Greater Chicago Area Details
Robert Cholke's Zurich Scudder Investments Experience March 1997 - March 2002
Job Experienced Project Manager with a Paralegal Certificate
Industry Legal Services
Experience
Chase Professionals  2011 - 2011
Guggenheim Partners (Linder Legal Staffing)   November 2009 - 2010
Jakubs & Wigoda (Linder Legal Staffing)   April 2009 - 2010
Jenner & Block (Linder Legal Staffing)   2009 - 2009
Goldman Sachs  January 2008 - November 2008
BIBLE LEAGUE  March 2004 - January 2008
Allstate Financial  August 2002 - October 2003
Zurich Scudder Investments   March 1997 - March 2002

Skills
Customer Service, Management, Marketing, Budgets, Newsletters, Program Management, Research, Social Media

Education
University of Dayton   1992 — 1996
Bachelor of Arts, Political Science

Roosevelt University
Paralegal Studies Program, ABA, approved Paralegal Certificate; 2006

University of Dayton
Bachelor of Arts, Political Science

Tim Raeke Tim Raeke Greater Boston Area Details
Tim Raeke's Zurich Scudder Investments Experience 1999 - 2002
Job High Yield / Bank Loan Analyst at Alcentra
Industry Investment Management
Experience
Alcentra  July 2014 - Present
Brookfield Asset Management  October 2011 - July 2014
Bank of America - US Trust / Columbia Management   April 2009 - October 2011
Oppenheimer Funds  June 2007 - April 2009
MFS Investment Management  2004 - 2007
Allstate Investments, LLC  2002 - 2004
Zurich Scudder Investments   1999 - 2002

Skills
Credit Rating, Credit, Financial Research, Fixed Income, Financial Markets, Equities, LBO, Uniform Combined State..., Project Finance

Education
Northwestern University - Kellogg School of Management   1997 — 1998
MM, Finance & Marketing

Fairfield University   1987 — 1991
BA, Economics

Dana Hunzelman Dana Hunzelman Greater Boston Area Details
Dana Hunzelman's Zurich Scudder Investments Experience January 1995 - December 2000
Job Real Estate Consultant at Century 21 North Shore
Industry Real Estate
Experience
Century 21 North Shore  August 2011 - Present
Century 21 Cooper & Associates   January 2004 - Present
Northeast Retirement Services  January 2000 - December 2004
Zurich Scudder Investments   January 1995 - December 2000
Scudder  1995 - 2000

Skills
Selling, Leadership, Contract Negotiation, First Time Home Buyers, Listening to customers, Market Research, Trusting Relationships, Condos, Buyer Representation, Short Sales, Foreclosures, Single Family Homes, New Home Sales, Sellers, Investment Properties, Referrals, Sales, Listings

Education
MIS Institute
Audit and Risk Management

University of Massachusetts Boston
BA, psychology

University of Massachusetts Boston
Bachelor of Arts, Psychology, Post graduate studies in Finance

Frank Chu Frank Chu Greater New York City Area Details
Frank Chu's Zurich Scudder Investments Experience 2000 - 2002
Job Senior Account Manager at Mediaocean
Industry Financial Services
Experience
Mediaocean  2012 - Present
Donovan Data Systems  2005 - 2012
Atlantic Trust  2003 - 2005
Deutsche Bank  2002 - 2003
Zurich Scudder Investments   2000 - 2002
Scudder Stevens & Clark  1998 - 2000
Scudder, Stevens & Clark   1992 - 1998
Scudder, Stevens & Clark   1989 - 1992

Skills
SDLC, Financial Services, Business Analysis, Visio, Vendor Management, Equities, Fixed Income, Process Improvement, User Acceptance Testing, Analytics, Project Management, Portfolio Management, Business Process..., Business Requirements, Requirements Analysis, Analysis, Requirements Gathering, Financial Analysis, CRM

Education
Pace University
MBA, Finance

State University of New York at Albany
B.A., Sociology, Business

Galen Potts Galen Potts Greater Boston Area Details
Galen Potts's Zurich Scudder Investments Experience 1996 - 2002
Job Human Resources Manager, Corporate Legal at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance  July 2009 - Present
State Street Global Advisors  June 2006 - February 2009
Deutsche Bank  2002 - 2006
Scudder Investments  1996 - 2002
Zurich Scudder Investments   1996 - 2002

Education
Providence College   1992 — 1996
BA, Social Science

Mark McKevitt, CFA Mark McKevitt, CFA Kansas City, Missouri Details
Mark McKevitt, CFA's Zurich Scudder Investments Experience 1999 - 2002
Job Senior Investment Analyst Industrials/Materials at Scout Investments
Industry Investment Management
Experience
Scout Investments  March 2014 - Present
Capital World Investors   January 2012 - March 2014
UBS Global Asset Management  April 2006 - October 2011
UBS Global Asset Management  May 2003 - April 2006
Ashton Partners  2002 - 2003
Zurich Scudder Investments   1999 - 2002
Scudder Kemper Investments  1999 - 2000

Skills
Equities, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Asset Managment, Equity Research, Investments, Hedge Funds, Financial Modeling

Education
University of Chicago - Booth School of Business   2003 — 2006
MBA, Finance/Accounting

University of Illinois at Urbana-Champaign   1995 — 1999
BA, Economics

Linda Wondrack Linda Wondrack Greater Boston Area Details
Linda Wondrack's Zurich Scudder Investments Experience 1998 - 2002
Job EVP, Head of Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2012 - Present
Ameriprise Financial  May 2010 - March 2012
Columbia Management  June 2005 - March 2012
Bank of America  2005 - May 2010
MFS Investment Management  2004 - 2005
Deutsche Asset Management  1987 - 2004
Zurich Scudder Investments   1998 - 2002
Zurich Scudder Investments   1998 - 2002

Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act

Education
Suffolk University Law School   1991 — 1995
J.D., Finance, Law

Syracuse University - Martin J. Whitman School of Management   1984 — 1986
Bachelor of Science (BS), Finance, General

University of New Hampshire   1982 — 1984
Economics

Katy Burke Katy Burke Greater Boston Area Details
Katy Burke's Zurich Scudder Investments Experience 1992 - 1999
Job Vice President and Counsel at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance Management  May 2006 - Present
Wellington Management  January 1999 - April 2006
Zurich Scudder Investments   1992 - 1999

Education
New England Law Boston   1993 — 1997
JD

Saint Michael's College   1985 — 1989
BA, Business Administration

Paul Henry Paul Henry Greater Boston Area Details
Paul Henry's Zurich Scudder Investments Experience 2000 - 2001
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA  Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group  2007 - 2009
John Hancock Life Insurance Company (U.S.A.)   2001 - 2007
John Hancock Retirement Plan Services  2001 - 2007
Manulife Financial  2001 - 2007
Scudder Investments  2000 - 2001
Zurich Scudder Investments   2000 - 2001
Transamerica  1998 - 2000
Charles Schwab  1995 - 1998
Wells Fargo  1989 - 1995

Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning

Education
London School of Economics and Political Science   1997 — 1997
Executive Management Program Certificate, Business Strategy

Valparaiso University   1976 — 1980
BA, History and Business

Richard Shepley Richard Shepley Greater New York City Area Details
Richard Shepley's Zurich Scudder Investments Experience 1997 - 2002
Job Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  October 2010 - Present
Deutsche Asset Management  2002 - 2010
Zurich Scudder Investments   1997 - 2002

Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Equities, Capital Markets, Valuation, Fixed Income, Equity Research, Bloomberg, Mutual Funds

Education
University of Oxford   1987 — 1990
MA, Politics, Philosophy and Economics

Jeff Manson Jeff Manson Greater Chicago Area Details
Jeff Manson's Zurich Scudder Investments Experience February 2000 - July 2001
Job Owner at Jeff Manson LLC
Industry Computer Software
Experience
Jeff Manson LLC   August 2001 - Present
Zurich Scudder Investments   February 2000 - July 2001

Skills
Programming, Project Management

Education
North Park University   1981 — 1984
Bachelor's Degree, Computer Science, 3.0

Christina Markgraf Christina Markgraf Greater Chicago Area Details
Christina Markgraf's Zurich Scudder Investments Experience November 1999 - August 2001
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Amalgamated Bank of Chicago  January 2012 - Present
Amalgamated Bank of Chicago  May 2010 - January 2012
Amalgamated Bank of Chicago  March 2008 - May 2010
GreatBanc Trust Company  June 2005 - March 2008
BMO Harris Bank  2004 - 2005
CNA Insurance  July 2002 - March 2004
Zurich Scudder Investments   November 1999 - August 2001
Zurich Scudder Investments   August 1999 - November 1999
Zurich Scudder Investments   May 1999 - August 1999
Zurich Scudder Investments   October 1998 - May 1999

Skills
Banking, Account Reconciliation

Education
Saint Xavier University
BA, Accounting

Michele Rizzo Michele Rizzo Greater Boston Area Details
Michele Rizzo's Zurich Scudder Investments Experience 1999 - 2002
Job Marketing Manager at Hinckley Allen
Industry Writing and Editing
Experience
Hinckley Allen  October 2015 - Present
KGR Financial Resources   2012 - September 2015
DTZ  May 2014 - April 2015
Brain Enhancement Resources   2013 - 2014
Brain Health and WellnessCenter   2013 - 2014
Generations Asset Preservation   2012 - 2013
Bank of America  2009 - 2011
Carmela Drew Fine Foods   2007 - 2009
Fidelity Investments  2002 - 2007
Zurich Scudder Investments   1999 - 2002

Skills
Event Management, Integrated Marketing, Promotions, Marketing Strategy, Marketing Communications, Event Planning, Corporate Communications, Writing, Brand Development, Copywriting, Strategic Communications, Editing, Internal Communications, Program Management, Sales, Marketing, Strategy, Management, Email Marketing, Leadership, Advertising

Education
Northeastern University
Business Administration

Ann H. Heffron, CFA, CPA Ann H. Heffron, CFA, CPA Greater Chicago Area Details
Ann H. Heffron, CFA, CPA's Zurich Scudder Investments Experience March 2001 - July 2002
Job Senior Equity Analyst, Zacks Investment Research
Industry Investment Management
Experience
Zacks Investment Research  February 2004 - Present
Zurich Scudder Investments   March 2001 - July 2002
ABN AMRO  June 1997 - February 2001
Stein Roe & Farnham Incorporated   1988 - 1992

Skills
Chartered Financial..., Investments, Equities, Asset Managment, Equity Research, Asset Allocation, Hedge Funds, CPA, Investment Strategies, Alternative Investments, Investment Management, Portfolio Management, Investment Research, Valuation, ETFs, Investor Relations, Strategic Financial..., Financial Modeling, Wealth Management, Financial Analysis, Equity Valuation, Bonds, Capital Markets, Mutual Funds, Fixed Income, Banking, Securities, Risk Management, Financial Statement..., Financial Markets, Finance, Economics, DCF, Derivatives, Options, Investment Advisory, Financial Services, Credit, Value Investing, Financial Risk, Institutional..., Pension Funds, Credit Analysis, Institutional Sales, Fundamental Analysis, Stocks, Business Valuation, Investment Banking, Private Equity, Fixed Income Analysis

Education
Scripps College   1970 — 1975
Bachelor of Arts, Economics/Accounting

Richard McBain Richard McBain Greater Boston Area Details
Richard McBain's Zurich Scudder Investments Experience May 2000 - February 2003
Job Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management  February 2013 - Present
Deutsche Asset Management  February 2007 - February 2013
Deutsche Asset Management  February 2003 - February 2007
Zurich Scudder Investments   May 2000 - February 2003
Putnam Investments  June 1993 - May 2000

Skills
Mutual Funds, Municipal, Bonds, Credit, Research, High Yield, Municipalities, Money Market, Fixed Income, Funding, Securities

Education
Northeastern University   1998 — 2002
MBA, Finance

University of New Hampshire   1992 — 1996
BA, Political Science

Malden Catholic High School   1988 — 1992

Erin Plows Doyle Erin Plows Doyle Manchester, Massachusetts Details
Erin Plows Doyle's Zurich Scudder Investments Experience April 2000 - April 2001
Job ERISA Attorney
Industry Financial Services
Experience
ADP  April 2012 - Present
Sentinel Benefits & Financial Group  July 2011 - April 2012
Bank of Ireland Securities Services   May 2001 - December 2004
Zurich Scudder Investments   April 2000 - April 2001
John Hancock Signature Services  June 1999 - April 2000
ARTHUR ANDERSEN LLP  January 1998 - June 1999
Putnam Investments  May 1997 - January 1998
Putnam Investments  September 1995 - May 1997

Skills
ERISA, Financial Services, 401k, Mutual Funds, Retirement, Program Management, Securities, Asset Management, Employee Benefits, Retirement Planning, Pensions, Series 63, Equities

Education
Widener University School of Law   1992 — 1995
JD, Law

University of Delaware   1988 — 1992
BS, Criminal Justice

Robert F. Venezia Robert F. Venezia Greater New York City Area Details
Robert F. Venezia's Zurich Scudder Investments Experience May 2001 - June 2002
Job Assistant VP at Gabelli Asset Management
Industry Financial Services
Experience
Gabelli Asset Management  August 2010 - Present
Amalgamated Bank  May 2006 - July 2010
DEUTSCHE ASSET MANAGEMENT (formerly Zurich Scudder Kemper Invest)   May 2004 - May 2006
Global Institutional Group   June 2002 - May 2004
Zurich Scudder Investments   May 2001 - June 2002
Zurich Scudder Investments   March 1998 - May 2001
BNY Mellon  July 1996 - March 1998
INTERPAYMENT SERVICES LTD   January 1993 - December 1995

Skills
Asset Management, Fixed Income, Equities, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Bonds

Education
Saint John's University   1986 — 1990
BA, Political Science

St. John's University

Alexandra Ballard Alexandra Ballard Vancouver, Canada Area Details
Alexandra Ballard's Zurich Scudder Investments Experience 2000 - 2002
Job Director, Communications & Partnership Development Havlik Metcs Limited
Industry Management Consulting
Experience
Havlik Metcs Limited   January 2011 - Present
Canada, Australia & New Zealand Business Association   May 2012 - December 2013
Financial Simplicity Australia Pty Ltd   2009 - March 2013
British Columbia Securities Commission  September 2010 - February 2011
Allco Finance Group   August 2006 - September 2008
TOWER Australia Limited (TAL)   December 2001 - June 2003
Zurich Scudder Investments   2000 - 2002
BT Financial Group  1994 - 2000
Lief International   1992 - 1994
Minister of State (Finance)   1987 - 1988

Skills
Strategic Communications, Business Development, Management, Change Management, Marketing Strategy, Investments, Portfolio Management, Marketing, Crisis Communications, Stakeholder Engagement, Government, Wealth Management, Investor Relations, Media Relations, Strategic Planning, Corporate Communications, Internal Communications, Marketing Communications, Financial Services, Stakeholder Management

Education
Australian Institute of Company Directors   2002 — 2002
GAICD, Company Directors' Program

Carleton University - Norman Paterson School of International Relations   1988 — 1990
MA, International Relations

Saint Lawrence University   1983 — 1987
BA, Political History

Wren York Wren York Dallas/Fort Worth Area Details
Wren York's Zurich Scudder Investments Experience February 1999 - April 2002
Job Director, High Risk Business Operations at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  June 2015 - Present
Capital One Financial Corporation  March 2013 - May 2015
KPMG  March 2012 - March 2013
Federal Deposit Insurance Corporation  October 2008 - March 2012
IPSA International  July 2007 - October 2008
Union Bank  March 2006 - July 2007
Merrill Lynch Private Banking & Investment Group  September 2003 - February 2005
Zurich Scudder Investments   February 1999 - April 2002
Dun and Bradstreet Pension Services   July 1994 - July 1996
Ingram Micro  February 1988 - June 1994

Skills
AML, Banking, Bank Secrecy Act, Risk Management, Financial Services, Compliance, Securities, Financial Analysis, OFAC, Due Diligence, Fraud, Risk Assessment, Financial Institutions, KYC, Credit Analysis, Internal Controls, Regulatory Reporting, Portfolio Management, USA PATRIOT Act, Financial Reporting, Investigation, Microsoft Excel, Asset Management, Investments, CAMS, Valuation, Auditing, Research, Strategic Planning, Compliance Management, Private Banking, Policy Analysis, Privacy Law, Sanction, Wealth Management, Problem Solving, Fair Lending, Quality Auditing, Fair Credit Reporting..., Fraud Investigations, Investigations, Compliance Audits, Sanctions, Privacy

Education
Northwestern University
Bachelor of Science, Political Science

UCLA
Award in General Business Studies - Investments

Villanova University
Six Sigma

Todd Bridges Todd Bridges San Francisco, California Details
Todd Bridges's Zurich Scudder Investments Experience 1993 - 1997
Job Experienced Human Resources and Finance Professional
Industry Human Resources
Experience
Neoconix, Inc   January 2010 - Present
Pacific Pulmonary Services  October 2008 - September 2009
Blue Shield of California  April 2008 - October 2008
Tenet Healthcare  September 2006 - February 2008
Water and Power Community Credit Union  2004 - 2005
State Street Bank  1988 - 2003
SunAmerica  1998 - 2001
Zurich Scudder Investments   1993 - 1997

Education
University of Houston
Bachelors in Business Administraton, Accounting

Susan H Susan H Norfolk, Virginia Area Details
Susan H's Zurich Scudder Investments Experience March 1997 - March 1998
Job SQL DBA at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  March 2013 - Present
City of Fort Myers  December 2012 - February 2013
Private Consulting  January 2004 - November 2012
Hewlett-Packard Computers   October 2000 - December 2003
Dash.com  July 2000 - October 2000
Standish, Ayer and Wood  September 1999 - July 2000
State Street Bank  August 1998 - September 1999
Fidelity Investments, FACS Systems   March 1998 - July 1998
Zurich Scudder Investments   March 1997 - March 1998
Zurich Scudder Investments   March 1996 - March 1998

Skills
Accounting, Finance, Investments, Medicine, Analysis, Microsoft SQL Server, Teamwork, Data Analysis, Project Management, IT Management, Business Intelligence, Databases, Financial Reporting, Financial Statements, Data Warehousing, ETL, SSIS, Data Modeling, Management, IIS, Software Documentation, Integration, Access, Troubleshooting, Security, T-SQL, SQL, Performance Tuning

Education
University of Utah
MBA, Finance and Computers

MCSA SQL 2012
Microsoft Charter Certified at Certification Camps

University of California, Riverside
Bachelor of Science, Biochemistry

Joseph R. Casey Joseph R. Casey Greater Boston Area Details
Joseph R. Casey's Zurich Scudder Investments Experience December 2000 - June 2002
Job Operations, Service, and Account Manager
Industry Financial Services
Experience
Interactive Data Corporation  October 2012 - Present
Interactive Data Corporation  June 2011 - October 2012
Interactive Data Corporation  October 2009 - June 2011
The Timberdoodle Club   August 2002 - December 2010
Zurich Scudder Investments   December 2000 - June 2002
Zurich Scudder Investments   February 1997 - December 2000
US Army  July 1986 - May 1990

Skills
Financial Markets, Fixed Income, Corporate Actions, Market Data, Financial Services, Trading Systems, Securities, Business Analysis, Relationship Management, Equities, Derivatives, Electronic Trading, Back Office, Trading, Bonds, Business Relationship..., Customer Experience, Relationship Building, Revenue & Profit Growth, Client Rapport, Conflict Resolution, Interpersonal..., Business Growth..., Strategic Planning, Merchandising, Marketing, Product Development, Brand Awareness, Sales, Project Management, Cross-departmental..., Quality Assurance, Data Analysis, Vendor Relationship..., Training, Recruitment, Employee Learning &..., Talent Management, Large Group Facilitation, Contract Negotiation, Microsoft Office 07+, Salesforce.com, Inventory Management, Market Research, Proposal Management

Education
Northern Arizona University   1993 — 1996
Bachelor's Degree, Criminal Justice, Business Management

Brandon Primack, CFA Brandon Primack, CFA New York, New York Details
Brandon Primack, CFA's Zurich Scudder Investments Experience February 1999 - November 1999
Job Investment Analyst
Industry Financial Services
Experience
SeeThruEquity   June 2013 - March 2015
Primack Capital, LLC   November 2006 - May 2013
Allianz Global Investors  November 1999 - June 2006
Zurich Scudder Investments   February 1999 - November 1999
Credit Suisse  August 1998 - February 1999

Skills
Equities, Portfolio Management, Equity Research, Asset Management, Derivatives, Asset Allocation, Financial Modeling, Mutual Funds, Trading, Securities, Finance, Valuation, Financial Analysis, Strategic Financial..., Structured Products, Bloomberg, Hedge Funds, Investments, Asset Managment, Financial Services, Risk Management, Leadership, Alternative Investments, Options, FactSet, Axys

Education
NYU   2004 — 2006
Master of Business Administration (M.B.A.), Finance, General

University of Michigan   1994 — 1998
Bachelor of Arts (B.A.), Economics

Christine Hopkins Christine Hopkins Greater Chicago Area Details
Christine Hopkins's Zurich Scudder Investments Experience 1997 - 2000
Job Client Relationship Associate at Pinnacle Wealth Management
Industry Financial Services
Experience
Pinnacle Wealth Management  April 2013 - Present
Moser and Heier Financial Solutions - Royal Alliance Associates   January 2006 - April 2013
Van Kampen Investments  2002 - 2003
Van Kampen Investments  2000 - 2003
Zurich Scudder Investments   1997 - 2000
Zurich Scudder Investments   1992 - 1997

Skills
Mutual Funds, 401k, Asset Allocation, Retirement Planning, Relationship Management, Alternative Investments, Securities, Customer Retention, Financial Services, Operations Management, Contract Management, Qualified Retirement..., Customer Service..., Contract Negotiation, Project Management, Microsoft Office, Sales Management, Sales&Marketing, CRM, Back Office, FundSERV, Variable Annuities, Fixed Annuities, Wealth Management, Compliance, Issue Resolution, Client Retention, Organization and Time..., DST

Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing And Management

Scott Gibbs Scott Gibbs Aurora, Illinois Details
Scott Gibbs's Zurich Scudder Investments Experience 2001 - 2002
Job Sr. Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  May 2014 - Present
JPMorgan Chase  2006 - 2014
Zurich Scudder Investments   2001 - 2002

Education
Northern Illinois University   1986 — 1989
Bachelor of Science (BS), Computer Science

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