Ashland Inc 2013 - 2015
Manager, Trust Investments
Meyer Capital Group 2013 - 2015
Portfolio Manager Cfa, Cpa, Mba
Gsk 2001 - 2012
Manager of Benefit Plan Investments
Gsk 1996 - 2001
Senior and Manager of Financial, Business and Economic Analysis
Pwc 1993 - 1996
Staff and Senior - Audit and Assurance
Education:
Drexel University 1999
Master of Business Administration, Masters
Drexel University's Lebow College of Business 1997 - 1999
Master of Business Administration, Masters, Finance
Rutgers University 1989 - 1993
Bachelors, Bachelor of Science, Accounting
Skills:
Investments Portfolio Management Investment Management Equities Investment Strategies Due Diligence Fixed Income Pensions Analysis Mutual Funds Employee Benefits Financial Analysis Risk Management Investment Policy Development Defined Benefit Defined Contribution Real Estate 401K Governance Performance Management Modeling Investment Policy Statements Fiduciary Strategic Thinking Fiduciary Management
Certifications:
Chartered Financial Analyst Certified Public Accountant
Dave Osmonson, Larry Oltmanns, James Rice, Sharon Roberts, Gwen Sundem, Hilarie Gorecki, Raymond Johnson, Christine Chris, Sharon Cutler, Daniel Segner, Sandi Sandra