Breckinridge Capital Advisors
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Breckinridge Capital Advisors Employees
Deloitte Consulting LLP September 2014 - Present
Breckinridge Capital Advisors June 2013 - August 2013
Bike & Build May 2012 - August 2012
Skills
Research, Fundraising, Public Speaking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Foreign Affairs
Education
Hamilton College 2010 — 2014
World Politics, Sociology
School for International Training
King's College London
Breckinridge Capital Advisors September 2015 - Present
Yum! Brands May 2015 - August 2015
Tufts University October 2014 - March 2015
Zoom Group May 2014 - July 2014
Fulbright Belgium September 2011 - April 2014
U.S. Department of State January 2012 - April 2012
Western Kentucky University August 2010 - May 2011
Cable Public Affairs Channel (CPAC) May 2009 - July 2009
Skills
Community Outreach, Program Management, Intercultural..., Public Speaking, Political Science, International Relations, Research, Strategic Communications, Fundraising, Social Media, Volunteer Management, Public Affairs, Public Policy, Non-profit Board..., Grant Writing, Reporting & Analysis, Lean Six Sigma, Corporate Social...
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master of International Business, 3.95
Western Kentucky University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, 3.97
Breckinridge Capital Advisors September 2012 - Present
Information Products Inc. July 2008 - August 2012
Skills
Linux, Software Engineering, Java, Software Development, Unix
Education
Maryville University of Saint Louis 1999 — 2004
Bachelor of Arts (BA), Management Information Systems and Services
ACDI/VOCA June 2015 - Present
Breckinridge Capital Advisors January 2015 - May 2015
Fletcher Social Investment Group September 2014 - May 2015
African Entrepreneur Collective June 2014 - August 2014
Global Development and Environment Institute February 2014 - May 2014
ACDI/VOCA February 2012 - March 2014
The Urban Institute August 2010 - January 2012
Hoekiesdam Farm July 2010 - July 2010
Evangelical Lutheran Church in America August 2009 - July 2010
College of William and Mary, Department of Modern Languages & Literatures August 2008 - May 2009
Skills
Editing, International..., Government, Grants, Capacity Building, Policy Analysis, Proposal Writing, Program Evaluation, Economic Development, Community Outreach, Training, International Relations, Leadership, Economics, Strategy, Value Chain Analysis, French, Politics, Foreign Policy, Qualitative Research, Analysis, Africa, Food Security, Project Planning, International Project..., International Business, Rural Development, Program Management, Policy, Data Analysis, Grant Writing, Project Management, Program Development, Strategic Planning, Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
M.A.L.D., International Business, Development Economics
The College of William and Mary
B.A., International Relations, French
Université Paul Cézanne (Aix-Marseille III)
French Language and Literature
Breckinridge Capital Advisors June 2015 - Present
Hamilton College September 2014 - December 2014
Education
Hamilton College 2012 — 2016
Economics
Needham High School 2008 — 2012
Breckinridge Capital Advisors March 2013 - Present
LPL Financial February 2012 - May 2012
LPL Financial February 2012 - April 2012
Petey's Summertime Seafood June 2008 - August 2011
Skills
Mutual Funds, Morningstar, Retirement Planning, Bloomberg, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Fixed Income, Investment Management, 401k Rollovers
Education
Plymouth State University 2008 — 2012
Bachelor's degree, Finance, General
Plymouth State University 2008 — 2012
B.S, Finance
Liberty Mutual Insurance December 2014 - Present
Liberty Mutual Insurance May 2014 - December 2014
Liberty Mutual Insurance June 2012 - May 2014
The Boston Consulting Group June 2011 - June 2012
The Boston Consulting Group May 2011 - December 2011
Breckinridge Capital Advisors February 2010 - February 2010
United States Senate May 2008 - June 2008
Skills
Strategic Consulting, Strategic Planning, Continuous Improvement, Risk Management, Financial Modeling, Negotiation, Property & Casualty..., Litigation Management, Lean Six Sigma, Corporate Budgeting, Insurance Fraud, Business Strategy, Microsoft Office, Claim Investigation, Liability Analysis, Bloomberg Terminal, ProQuest, Morningstar, Business Writing, Litigation Preparation, PowerPoint, Tenacious Work Ethic, Writing, Leadership
Education
Bentley University
BS, Economics-Finance, History
Royal Melbourne Institute of Technology
Episcopal High School
Breckinridge Capital Advisors May 2009 - May 2015
Pioneer Investments October 2006 - May 2009
Pioneer Investments July 2001 - October 2006
Putnam Investments August 2000 - March 2001
Skills
Business Process, Business Analysis, Mutual Funds, SDLC, Analysis, Software Documentation, Process Improvement, Vendor Management, Program Management, Data Analysis, Project Management, Financial Services, Quality Assurance, Risk Management, Cross-functional Team..., Fixed Income, Investments, Bloomberg, Equities
Education
Boston University 2012 — 2016
Master of Science (MS), Computer Information Systems, 3.92 GPA
Northeastern University 2006 — 2008
certificate, Computer Programming, Systems Analysis
University of New Hampshire 1995 — 2000
B.A., Political Science
Breckinridge Capital Advisors March 2013 - Present
Breckinridge Capital Advisors April 2010 - March 2013
Mount Holyoke Alumnae Club of Boston July 2009 - June 2011
SSgA April 2006 - November 2008
SSgA April 2004 - April 2006
RBMG April 2003 - March 2004
Applied Proactive Technologies APT January 2003 - May 2003
Law Firm of Fennell, Liquori and Powers September 1999 - May 2003
Smith Barney May 2002 - September 2002
Skills
Investments, Marketing Communications, Business Development, CRM, Fixed Income, Marketing
Education
Mount Holyoke College 2000 — 2003
BA
Artnet August 2015 - Present
Novo Arts, Inc. December 2014 - July 2015
Alexandra Reboul LLC October 2014 - December 2014
Hamilton College January 2013 - May 2014
Christie's May 2013 - July 2013
Christie's July 2012 - December 2012
Breckinridge Capital Advisors June 2011 - August 2011
Boston Children's Hospital & Harvard Medical School June 2010 - August 2010
Skills
Art History, Photography, Social Media, Photoshop, Sustainable Investing, Sustainable Design, Microsoft Office, Portfolio Management, Marketing, Public Relations, Social Networking, Fundraising, Public Speaking
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Art History, Graduated with Departmental Honors
Sotheby's Institute of Art 2013 — 2013
Art World Marketing, PR, & Communications
Trinity College-Hartford 2012 — 2012
Art History
New York University in London (University of London) 2010 — 2010
Cornell University & University of New Hampshire 2009 — 2009
SEA Semester & Shoals Marine Lab
St. George's School (Newport, RI) 2006 — 2010
High School Diploma
Breckinridge Capital Advisors October 2014 - Present
Wingate Wealth Advisors June 2013 - October 2014
Sagamore II Sales LLC & Metalflake Corporation May 2011 - June 2013
Symtrax November 2012 - April 2013
Skills
Customer Service, Customer Satisfaction, Team Leadership, Sales, Sales Promotion, Salesforce.com, Social Networking, Schwab Institutional, Financial Services, Microsoft Office, Analysis, Management, Typing, Accounting, Social Media Marketing, QuickBooks, PowerPoint, Facebook, Social Media, Outlook, Time Management, Microsoft Excel, Marketing, Account Management, Research, Event Planning, CRM, Market Research, Microsoft Word, Leadership, Recruiting, Marketing Strategy, Event Management, Data Analysis, Teamwork, Access
Education
University of New Hampshire 2008 — 2012
Bachelor's Degree, Political Science and Sociology
Carlton PR & Marketing February 2015 - Present
Fevry Enterprises January 2010 - Present
New England Strategic Development Company (NESDC) January 2010 - June 2015
Breckinridge Capital Advisors April 2011 - May 2011
Ferguson et Co August 2010 - May 2011
Dress for Success July 2008 - April 2010
Management Leadership for Tomorrow 2009 - 2010
Boston College Career Center October 2007 - September 2009
Wellington Management Company, LLP June 2008 - August 2008
CVS/Pharmacy November 2004 - May 2008
Skills
New Media Marketing, Business Development, Microsoft Excel, Microsoft Office, People Skills, Bloomberg, Data Analysis, Social Networking, Business Networking, Brand Awareness, Brand Loyalty, Spanish Literature, Strategic Planning, Leadership, Haitian Creole, Critical Thinking, Social Media, Project Management, Project Planning, Venture Capital, Music Management, Music Education, Music Industry, Event Planning, Non-profits, Networking, Community Outreach, Facebook, Spanish, Nonprofits, Social Media Marketing, Press Releases, Blogging, Public Relations, Integrated Marketing, Editing, Public Speaking, Coaching, PowerPoint, Marketing, Fundraising, Event Management, Marketing Communications, Market Research, Strategic Communications, Marketing Strategy, Volunteer Management, Advertising, Creative Writing, New Media
Education
Boston College 2006 — 2009
B.A;, English; Philosophy; Communication;
Universidad Carlos III 2008 — 2008
Bachelor of Arts (B.A.), Art History, Criticism and Conversation
MetroWest Medical Center May 2015 - Present
Community Substance Abuse Centers June 2014 - May 2015
Arbour Counseling Services August 2013 - June 2014
Arbour Counseling Services August 2012 - August 2013
Patch.com June 2010 - January 2011
Breckinridge Capital Advisors March 2004 - December 2007
State Street March 2000 - February 2004
Skills
Mental Health Counseling, Psychotherapy, Treatment, Group Therapy, Adolescents, Mindfulness, Psychological Assessment, Google Groups, Dual Diagnosis, Therapists, Meditation, Group Dynamics, Case Management Services, Intervention &..., Insurance..., Client Intake, Discharge & Aftercare..., D.A.P. Notes, Substance Use Disorders, Psychological Diagnosis, Adults, Mindfulness Meditation, Contemplative Practices, Methadone Maintenence..., Case Management, Counseling Psychology, Mental Health, Community Outreach, Crisis Intervention, Psychology
Education
Lesley University 2011 — 2014
Master of Arts (M.A.), Counseling Psychology
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (B.A.), Journalism
Sustainable Endowments Institute May 2015 - Present
Clark University August 2014 - Present
Breckinridge Capital Advisors May 2014 - August 2014
U.S. Green Building Council January 2014 - May 2014
Next Step Living December 2013 - May 2014
Student Conservation Association June 2011 - August 2013
High Trails Outdoor Science School September 2010 - May 2013
Hidden Villa, Los Altos Hills May 2012 - August 2012
Student Conservation Association October 2009 - August 2010
US Army Corps of Engineers July 2009 - September 2009
Skills
Community Outreach, Research, Public Speaking, Leadership, Volunteer Management, Program Development, Event Management, Sustainability, Social Media, Data Analysis, Event Planning, Microsoft Office, Grant Writing, Higher Education, Fundraising, Program Evaluation, Community Organizing, Community Development, Editing, Environmental Science, Environmental Education, Environmental Awareness, Microsoft Excel, Nonprofits, Non-profits, Project Management
Education
Clark University 2013 — 2016
Master of Business Administration (MBA)/M.S. Environmental Science and Policy, Finance
Eastern Michigan University 2005 — 2009
Bachelors of Science, Public Administration; Art History; Conservation and Resource Use
Georgetown University 2007 — 2007
The Fund for American Studies, Institute on Philanthropy and Voluntary Service
Breckinridge Capital Advisors March 2013 - Present
Aetna February 2011 - March 2013
Microsoft July 2008 - February 2011
Skills
C#, Microsoft SQL Server, Visual Studio, SQL, JavaScript, ASP.NET, XML, Java, Software Project..., Software Design
Education
Rochester Institute of Technology 2004 — 2008
Bachelor of Science (BS), Information Technology
Breckinridge Capital Advisors March 2015 - Present
Skills
Market Research, Social Media, Fundraising, Research, Microsoft Excel, Customer Service, Public Relations, Facebook, Event Planning, Blogging, Social Media Marketing, Marketing, Microsoft Office, PowerPoint, Social Networking
Education
Bucknell University 2007 — 2011
B.S.
Semester at Sea 2010 — 2010
NormaTec April 2014 - Present
Bloomberg LP June 2012 - October 2013
Bureau van Dijk July 2011 - December 2011
Breckinridge Capital Advisors July 2010 - December 2010
State Street Global Advisors July 2009 - December 2009
Skills
Fixed Income, Interest Rate..., Bloomberg, CrossFit
Education
Northeastern University 2007 — 2012
Bachelor of Science in Business Administration, Finance and Economics
ESIC: Business & Marketing School 2010 — 2010
International Finance
St. John's Preparatory High School 2003 — 2007
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室) 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Breckinridge Capital Advisors June 2015 - August 2015
Yale University January 2014 - May 2015
Governance, Environment, & Markets (GEM) Initiative at Yale August 2013 - December 2013
Industrial Economics June 2009 - May 2013
Product Stewardship Institute May 2007 - March 2009
Skills
Environmental Awareness, Data Analysis, Research, GIS, Policy Analysis, Public Policy, ArcGIS, Statistics, Sustainability, Ecology, Environmental Policy, Community Outreach, Nonprofits, Economics
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Yale University 2013 — 2016
Master’s Degree, Environmental Management
College of the Holy Cross 2005 — 2009
BA, Economics and Environmental Studies
Organization for Tropical Studies 2008 — 2008
Semester Abroad, Savanna Ecology
Swampscott High School
Breckinridge Capital Advisors July 2015 - Present
Breckinridge Capital Advisors January 2015 - July 2015
Breckinridge Capital Advisors February 2014 - December 2014
Breckinridge Capital Advisors September 2013 - February 2014
Breckinridge Capital Advisors February 2013 - September 2013
Breckinridge Capital Advisors July 2011 - February 2013
Breckinridge Capital Advisors August 2009 - July 2011
Breckinridge Capital Advisors June 2009 - August 2009
Eaton Vance June 2008 - August 2008
Ameriprise Financial January 2008 - May 2008
Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing
Education
Boston University - School of Management 2011 — 2013
MBA, Finance
Suffolk University - Sawyer School of Management 2013 — 2013
Fixed Income
Northeastern University 2010 — 2010
Finance, General
Tufts University 2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics
The Winsor School 2001 — 2005
Derby Academy
Breckinridge Capital Advisors September 2015 - Present
Breckinridge Capital Advisors April 2013 - September 2015
Breckinridge Capital Advisors February 2009 - April 2013
Florida State University May 2007 - September 2007
Skills
Credit Analysis, Municipal Bonds, Fixed Income, Credit Scope, Bloomberg, Investor Tools Perform, Investments, Microsoft Office, Financial Reporting, Relationship Management, Bonds, Series 65, ProTrack, LightPort, Security APL, Financial Services, Fixed Income Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Cum Laude
Florida State University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Breckinridge Capital Advisors January 2015 - Present
Breckinridge Capital Advisors October 2012 - January 2015
Breckinridge Capital Advisors November 2011 - October 2012
State Street October 2010 - November 2011
State Street May 2008 - October 2010
Boston Ultimate Disc Alliance June 2009 - August 2010
Skills
Customer Service, Microsoft Office, Account Reconciliation, Process Improvement, Microsoft Excel, Credit Analysis, Municipal Bonds, Client Service Oriented, Analysis, Finance, Client Management, Trade Support, Credit Research - Fixed..., Fixed Income, Bloomberg, Financial Analysis, Investments, Bonds, Mutual Funds, Equities, Trading
Education
University of Massachusetts, Amherst 2003 — 2007
BDIC, Business Management
Breckinridge Capital Advisors December 2013 - June 2015
Breckinridge Capital Advisors August 2011 - November 2013
SCS Financial December 2010 - April 2011
SCS Financial July 2010 - December 2010
Swiss Re June 2009 - September 2009
RAPP June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BSBA, Finance/Spanish
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
Breckinridge Capital Advisors November 2013 - Present
Breckinridge Capital Advisors January 2011 - November 2013
Breckinridge Capital Advisors April 2010 - December 2010
Skills
Investments, Bonds, Financial Reporting, Research, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
MBA, Economics, Management
Southeastern University 2007 — 2010
B.S, Finance
Breckinridge Capital Advisors October 2011 - Present
BlackRock November 2007 - October 2011
Education
Suffolk University 2006 — 2008
Master, Business Administration; Finance
Framingham State College 2001 — 2005
Bachelor of Science, Business Administration
Breckinridge Capital Advisors June 2015 - Present
Kellogg Institute for International Studies January 2015 - Present
Centro de Formacion Empresarial para la Mujer May 2014 - June 2014
Skills
Public Speaking, Project Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Leadership, Spanish, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Finance, General
Breckinridge Capital Advisors July 2014 - Present
Breckinridge Capital Advisors June 2011 - July 2014
Secure Financial Services, Inc August 2010 - June 2011
Skills
Fixed Income, Microsoft Office, Bloomberg Terminal, Leadership, Investment Management, Financial Reporting, Financial Markets, Microsoft Excel, Relationship Management, Bonds, Bloomberg, Client Administration, Municipal Bonds, Superior Client Service, Trading, Electronic Trading, Trading Strategies, Financial Analysis, Securities, Equities, Investments
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Vermont 2006 — 2010
B.S., Finance
Lawrence High School 2002 — 2006
Breckinridge Capital Advisors May 2014 - Present
TD Asset Management USA, Inc. 2009 - April 2014
TD Banknorth Wealth Management 2003 - 2009
Fidelity Investments 1999 - 2003
Skills
Fixed Income, Trading, Investments, Portfolio Management, Bloomberg, Investment Strategies, Wealth Management, Mutual Funds, Fixed Income Strategies, Investment Management, Fixed Income Trading, Asset Management, Series 7, Series 63, Options, Capital Markets, Institutional Trading, Staff Development, Electronic Trading, Equity and Option..., Leadership, Management, Strategy, Marketing
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), 3.923 GPA
Southern New Hampshire University 2014 — 2015
Graduate Certificate Program, Marketing, 4.0 GPA
Southern New Hampshire University 1999 — 2003
Bachelor of Science (BS), Economics & Finance
Lincoln Institute of Land Policy 2015 - Present
The Civic Innovation Project 2015 - Present
Bond Index, Inc. 2013 - 2014
Breckinridge Capital Advisors 2012 - 2013
Northeastern University 2011 - 2012
Fidelity Investments 2008 - 2012
Locke Lord LLP (successor to Edwards Wildman) 2005 - 2008
Commonwealth of Massachusetts 2004 - 2005
Education
Boston University School of Law 2001 — 2004
Doctor of Law (JD)
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Scholar of the College, Political Science and Government & Sociology
Breckinridge Capital Advisors November 2003 - Present
Town of Duxbury March 2012 - Present
Municipal Securities Rulemaking Board October 2010 - September 2013
Duxbury Financial Advisory Committee July 2007 - June 2011
Duxbury Finance Committee July 2003 - June 2007
Thomson Financial March 1996 - January 2003
Thomson Reuters 1996 - 2003
Bankers Trust February 1994 - January 1996
Merrill Lynch January 1990 - January 1993
Prudential Insurance January 1986 - January 1990
Skills
Mutual Funds, Municipalities, Fixed Income, Investments, Investment Management, Bonds, Portfolio Management, Bloomberg, Trading, Equities, Asset Allocation, Capital Markets, Securities, Investment Strategies, Financial Modeling, Series 7
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Notre Dame 1977 — 1981
BBS, Accounting
Breckinridge Capital Advisors March 2015 - Present
CommonAngels Ventures February 2013 - February 2015
Credit Suisse June 2012 - August 2012
Loomis Sayles 2008 - 2012
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)
Boston University
BA, Economics, Finance
Breckinridge Capital Advisors May 2008 - Present
Gannett Welsh & Kotler, LLC June 2001 - May 2008
Wellington Management 1999 - 2001
Education
The University of Connecticut School of Business 1973 — 1980
Breckinridge Capital Advisors October 2010 - Present
Income Research & Management May 2009 - October 2010
Wellington Management November 2006 - April 2009
New York State Division of Budget 2004 - October 2006
Skills
Investments, Public Finance, Financial Statement..., Fixed Income Analysis, Corporate Bonds, Sustainability, Bonds, Fixed Income, Corporates, Equities, Financial Modeling, Asset Management, Credit Analysis, Analysis, Strategy, Economics, Finance, Portfolio Management, Investment Management, Bloomberg, Options
Education
University at Albany, SUNY 2004 — 2006
MBA
The University of Texas at Austin - The LBJ School of Public Affairs 2002 — 2004
MPA
University of Massachusetts Boston 2000 — 2002
BA
Moody's Training
Moodys Training
Breckinridge Capital Advisors February 2007 - January 2014
Freedom Capital Management 2003 - 2007
Harbor Capital Management Co., Inc. 1979 - 2003
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Investment Strategy, Sustainable Investing, Asset Allocation, Investment Strategies, Asset Management, Bloomberg
Education
Union College
BA, American Studies, Cum Laude
Breckinridge Capital Advisors September 2007 - Present
Education
Northeastern University
Breckinridge Capital Advisors October 2010 - Present
GWK May 2002 - September 2010
Loomis, Sayles & Company 1999 - 2002
Education
Colby College 1995 — 1999
Breckinridge Capital Advisors January 2013 - Present
Syniverse Technologies June 2012 - September 2012
Sustainable Development Capital, LLP November 2011 - June 2012
Lotus Clean Energy 2009 - 2010
Kirby York May 2007 - September 2009
Skills
Sustainability, Renewable Energy, Energy, Research, Financial Modeling, Energy Efficiency, Decision Modeling, Energy Trading, Project Finance, Solar Energy
Education
Boston University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 2010 — 2012
MS, Sustainability Management
Ohio Wesleyan University 2003 — 2007
BA, Accounting, Psychology
University of Otago 2006 — 2006
Accounting
Breckinridge Capital Advisors July 2010 - Present
Eaton Vance January 1999 - September 2003
Fidelity Investments June 1995 - January 1999
Skills
Wealth Management, Equities, Series 7, Retirement Planning, Securities, Strategic Financial...
Education
Boston University 1996 — 2000
MBA, Business
Providence College 1988 — 1992
BS, Marketing
Breckinridge Capital Advisors May 2010 - Present
Old Mutual Asset Management March 2008 - October 2009
State Street March 2007 - February 2008
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Economics
Breckinridge Capital Advisors July 2011 - Present
Columbia Management November 2007 - July 2011
A.G. Edwards & Sons, Inc. May 2006 - November 2007
State Street February 2005 - May 2006
Skills
Bonds, Bloomberg, Excel, Fixed Income, Trading, Asset Management, Capital Markets, Investments, Microsoft Excel, Investment Management, Securities, Investment Strategies
Education
The Johns Hopkins University 1995 — 1999
B.A., Sociology
Delbarton School 1991 — 1995