Virtus Investment Partners
Director of Project Management Investment Operations
State Street Global Advisors Apr 2015 - Jun 2018
Client Implementation Officer
Eagle Investment Systems May 2012 - Mar 2015
Client Operations Manager
Standish Mellon Asset Management Apr 2010 - May 2012
Senior Portfolio Accountant
Standish Mellon Asset Management Aug 2007 - Apr 2010
Portfolio Accountant
Education:
Suffolk University 2017
Master of Business Administration, Masters
Suffolk University 2008 - 2011
Master of Business Administration, Masters, Finance
Bryant University 2002 - 2006
Bachelors, Bachelor of Arts, Business Administration, Finance
Skills:
Mutual Funds Investments Accounting Valuation Hedge Funds Equities Portfolio Management Alternative Investments Fund Accounting Securities Account Reconciliation Corporate Actions Bloomberg Fixed Income Financial Analysis Asset Managment Financial Reporting Forecasting Derivatives Financial Modeling Microsoft Excel Risk Management Access Etfs
Berklee College of Music
Associate Dean, Health and Wellness
Wheaton College Jul 1, 2013 - Jun 2016
Associate Dean of Students and Director of Counseling and Health Services
Jeffrey A Klug Lcpc Sep 2004 - May 2013
Private Practice
Maryland Institute College of Art Nov 2004 - May 2013
Associate Director, Student Counseling Services
Hopewell Cancer Support Jun 2002 - Oct 2004
Program Director
Education:
Colorado State University 2016
Doctorates, Doctor of Philosophy, Leadership, Education
Towson University 1998 - 2001
Loyola University Maryland 1988 - 1991
Masters, Master of Arts, Clinical Psychology
Wheeling University 1984 - 1988
Bachelors, Bachelor of Arts, Psychology
Skills:
Psychotherapy Student Counseling Residence Life Program Development Higher Education Adolescents Community Outreach Mental Health Counseling Psychology
Certifications:
Licensed Mental Health Counselor (Massachusetts, Active) Licensed Clinical Professional Counselor (Maryland, Inactive)
Harvard University Graduate School of Design since 1999
Director, Career Discovery
BUTZ + KLUG since Jun 1996
Partner
Education:
Harvard University Graduate School of Design 1980 - 1991
Auburn University 1977 - 1980
BED, Architecture
Cornell University
Skills:
Sustainable Design Architecture Residential Homes Architectural Design Design Research Comprehensive Planning Architectures Urban Design Residential Design Revit Submittals Green Building Interior Design Rhino Autocad Leed Ap Bim Space Planning Sustainability