Loomis, Sayles & Company
Loomis, Sayles & Company L.P. is a United States investment management firm based in Boston. As of September 2018, Loomis Sayles has roughly $267 billion assets under management. Loomis Sayles was founded in 1926 by Robert H. Loomis and Ralph T. Sayles. It has since been acquired by Natixis Global Asset Management. Parent organization: Natixis Global Asset Management Headquarters: Boston, Massachusetts, United States Founded: 1926 Subsidiaries: Loomis Sayles Investments Limited,
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Loomis, Sayles & Company Employees
Loomis, Sayles & Company June 2008 - Present
WVKD March 2006 - October 2007
Skills
Lotus Notes, Outlook, Microsoft Excel, Adobe Acrobat, PowerPoint, Microsoft Word, Microsoft Office, Travel Arrangements, Customer Service, Administrative..., Expense Reports, Accounting, Spreadsheets, Calendaring, Office Administration, Microsoft Office 2007, Administrative...
Education
George Brown College 1994 — 1997
Theatre Arts, Theatre/Theater
Blake Robinson Photography January 2008 - Present
Gillespie, Robinson & Grimm, Inc. January 1983 - December 2002
Loomis, Sayles & Company June 1977 - January 1983
Skills
product photography, architectural..., landscape photography, fine art photography, Portrait Photography, Portraits, Images, Digital Photography, Photo Editing, Photography, Architectural..., Fine Art Photography, Camera, On Location, Photoshop, Headshots, Image Manipulation, Lighting, Photos, Adobe Creative Suite, Photo Shoots, Image Editing, Commercial Photography, Travel Photography, Brochures, Publishing, Editorial, Fashion, Fine Art, Art, Multimedia, Mac, Videography, Creative Direction, Advertising, Graphic Design, Film, Video Editing
Education
Harvard University 1966 — 1970
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1972
MBA, finance and investments
The Hotchkiss School 1962 — 1966
International Medical Corps July 2015 - Present
Columbia University in the City of New York January 2015 - Present
Columbia University Partnership for International Development - CUPID June 2014 - Present
Loomis, Sayles & Company January 2015 - May 2015
BlueLabs: Analytics, Data, Technology June 2014 - August 2014
Purpose www.purpose.com February 2014 - May 2014
UNDP December 2012 - August 2013
UNDP October 2012 - February 2013
UNDP August 2011 - October 2012
ACON June 2009 - July 2011
Skills
Policy Analysis, Human Rights, Public Policy, Capacity Building, International..., Proposal Writing, Community Engagement, International Relations, Program Development, Foreign Policy, Community Development, Governance, Capacity Development, Public Health, Advocacy, Program Management, Social Media, Web 2.0, Tech, Policy Research, Public/private..., Data Analytics, Big Data
Education
Columbia University in the City of New York 2013 — 2015
Master of Public Administration (MPA), Public Policy, Technology, Data Analytics, 3.91
University of New South Wales 2005 — 2009
BA, Politics and International Relations, Economics, Philosophy
Normanhurst Boys High School 2002 — 2004
Higher School Certificate
Barton Associates Inc. June 2015 - Present
Loomis, Sayles & Company February 2015 - June 2015
Boston Red Sox April 2014 - March 2015
Curry College August 2012 - December 2014
Curry College August 2011 - December 2014
SunGard June 2014 - October 2014
Curry College August 2012 - April 2014
Polartec June 2013 - October 2013
Dunkin' Brands October 2010 - July 2012
Toys R Us July 2010 - September 2010
Skills
Spreadsheets, Leadership, Patience, Microsoft Office, Business Objects, Mercury QuickTest Pro, Onyx, JIRA, Organization, Finance, Microsoft Word
Education
Curry College 2012 — 2014
Management, Accounting and Finance
T. Rowe Price October 2013 - Present
Fidelity Investments December 2006 - September 2013
Fidelity Investments December 2005 - December 2006
Fidelity Investments November 2003 - December 2005
Fort Washington Investment Advisors October 2001 - November 2003
Fort Washington Investment Advisors April 2001 - October 2001
Union Heritage Capital Management April 2000 - April 2001
Loomis, Sayles & Company March 1996 - April 2000
Skills
Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments, Wealth Management, Asset Management, Investment Strategies, Series 24, Pensions, Investment Management, Financial Services, Risk Management, Series 6
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General
DigitasLBi_US May 2015 - Present
Loomis, Sayles & Company July 2013 - May 2015
IDG Enterprise November 2011 - June 2013
VFA, Inc. December 2010 - October 2011
MIT Lincoln Laboratory November 2009 - December 2010
various startups January 2008 - October 2009
Edgewater Technology 2000 - 2007
Skills
Java, JavaScript, Agile Methodologies, C++, Oracle, Linux, Java Enterprise Edition, XML, J2EE Application..., Unix, Web Services, MySQL, Ext JS, Testing, Sencha, Spring Framework, REST
Education
Northeastern University 1998 — 2001
M.S., Computer Science
SnapChef September 2014 - December 2014
Meyerson Associates June 2013 - January 2014
Spring Mountain Capital October 2009 - June 2011
Pegasus Capital May 2007 - March 2009
State Street Global Advisors July 2004 - August 2006
Loomis, Sayles & Company March 2003 - March 2004
Watermark Donut company (Dunkin Donuts) January 2000 - February 2003
Skills
Social Media, Personal Training, Social Media Marketing, Fitness, Customer Service, Public Speaking, Sports, Microsoft Office, Sales, Fitness Training, Social Networking, Nutrition, Office Management, Executive..., Vegan, Pre/Post Natal Fitness, Entrepreneurship, Administrative Office..., Fixed Income, Trading, Trading Floor, Investment Banking, Finance, Private Equity, Securities, Microsoft Excel
Education
Northeastern University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gibbs College-Boston 2002 — 2004
Associate's degree, Business Administration and Management, General
CARE Facility Maintenance February 2013 - Present
Excel Warranty, LLC March 2013 - Present
SMS Assist, LLC June 2012 - February 2013
Coldwell Banker Commercial, NRT August 2009 - July 2012
Chicago Concrete Solutions, Inc. November 2008 - April 2010
New West Commercial January 2007 - August 2009
The Lord Companies L.L.C. January 2004 - December 2006
Loomis, Sayles & Company January 1996 - April 2003
Chicago Mercantile Exchange - COT Brokerage May 1991 - September 1995
Chicago Mercantile Exchange - LMPR Group May 1990 - May 1991
Skills
Real Estate, Marketing, Sales, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Management, Customer Service, Project Management, Bond Markets, Stock Market, Commodity Markets, Hiring Personnel, Training, Staff Development, Account Management, Networking, Negotiation, Equities, Process Scheduler, Brokerage, Investment Properties, Investments, Portfolio Management, Real Estate Development, Leadership, Entrepreneurship, Property Management, Budgets, Commercial Real Estate, Recruiting, Selling, Business Strategy, Contract Negotiation, Start-ups, Business Planning, CRM, Strategy, Real Estate Transactions, Program Management, Leases, Disposition, Financial Analysis, Mergers & Acquisitions, Corporate Real Estate
Education
Northern Illinois University 1985 — 1990
Bachelor of Science, Economics
University of Chicago 2003 — 2003
Certificate, New Entrepreneurs Program
Chicago Mercantile Exchange
Certificate - NFA, Commodities Broker
Realtors Real Estate School 2003 — 2003
Certificate, Real Estate Sales
Cornerstone Real Estate Advisers October 2013 - Present
Sungage, Inc. June 2012 - June 2013
United Technologies January 2013 - May 2013
University of Massachusetts Amherst September 2011 - May 2013
The Yankee Candle Company, Inc. May 2012 - July 2012
Deutsche Bank December 2008 - August 2011
Precision Securities LLC November 2005 - December 2008
Loomis, Sayles & Company February 2004 - September 2005
Skills
Real Estate Financing, Commercial Real Estate..., Mortgage Underwriting, Real Estate Economics, Credit Analysis, Financial Analysis, Financial Modeling, Bloomberg, Economics, Data Analysis, Valuation, Business Strategy, Alternative Investments, Microsoft Office, Capital Markets, Asset Management, Trading Systems, Hedge Funds, Investments, Portfolio Management, Business Analysis, Analysis, Entrepreneurship, Microsoft Excel, Financial Planning, Excel, Series 7, Series 66, Series 55, Series 63, Public Speaking, Venture Capital, Private Equity Firms, Derivatives, Investment Strategies, Strategic Thinking, Six Sigma, Persuasive Presentations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
MBA
Northeastern University 1999 — 2003
Bachelor of Science (B.S.), Business Administration: Finance
University of Pittsburgh 2002 — 2002
Certificate in Global Studies, Semester at Sea
Loomis, Sayles & Company May 2015 - Present
AIG August 2014 - April 2015
Macquarie Group October 2012 - June 2014
Macquarie Group February 2008 - September 2012
Macquarie Group February 2008 - September 2012
The University of Western Australia February 2006 - December 2007
Australian Bureau of Agricultural and Resource Economics and Sciences January 2006 - February 2006
Australian Education and Leadership Centre Pty Ltd March 2005 - December 2005
Skills
Valuation, Financial Modeling, Equities, Investment Banking, Capital Markets, Economics, Macroeconomics, South East Asia, Financial Markets, Socially Responsible..., Emerging Markets, Report Writing, Data Analysis, Analysis, Fixed Income
Education
The University of Western Australia 2006 — 2007
Honours Program, Economics, First Class, GPA 7.0 (of 7.0)
Københavns Universitet 2006 — 2007
Master of Science (MS), Economics
The University of Western Australia 2002 — 2006
Bachelor of Economics, Economics, Quantitative Economics, International Business Economics, GPA 7.0 (of 7.0)
The University of Western Australia 2003 — 2006
Diploma of Arts, Political Science, GPA 6.8 (of 7.0)
Loomis, Sayles & Company June 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
College of the Holy Cross October 2013 - October 2013
College of the Holy Cross May 2013 - June 2013
College of the Holy Cross March 2013 - March 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Leadership, Research, Social Media, Teamwork, Data Analysis, Facebook, Social Networking, Financial Analysis
Education
University of St. Andrews 2014 — 2015
School of Economics and Finance
College of the Holy Cross 2012 — 2016
Economics
Wellesley High School 2009 — 2012
Loomis, Sayles & Company July 2015 - Present
International Monetary Fund April 2014 - June 2015
Federal Reserve Board June 2013 - April 2014
Overseas Private Investment Corporation September 2012 - December 2012
U.S. Department of the Treasury June 2012 - August 2012
Bloomberg Ventures December 2010 - July 2011
Austrian Fulbright Commission 2008 - 2010
Skills
International Economics, International Relations, Economics, Foreign Policy, Stata, Policy Analysis, Public Policy, Macroeconomics, Econometrics, Emerging Markets, Political Risk Analysis, Bloomberg Terminal, EViews, SQL, SAS, Haver
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
M.A.
Cornell University 2004 — 2008
B.A.
Oxford University 2006 — 2007
Visiting Student, Modern History
JC3 Photography Studios October 2003 - Present
Loomis, Sayles & Company September 2002 - December 2003
Bloomberg August 1992 - August 2002
Skills
Photography, German, Photoshop, Skiing, Working With Children, Travel, Travel Photography, Wedding Photography, Maternity Photography, Newborn Photography, Ski, Digital Photography, Commercial Photography, Portrait Photography, Digital Media, Fine Art Photography
Education
Penn State University 1987 — 2001
Bachelor of Science (B.S.), International Marketing & German
Grosse Pointe South High School 1983 — 1987
Loomis, Sayles & Company January 2014 - Present
New England Aquarium October 2012 - January 2014
New England Aquarium February 2011 - October 2012
C.H. Newton Builders, Inc. March 2008 - February 2011
C.H. Newton Builders, Inc. January 2007 - March 2008
C.H. Newton Builders, Inc. March 2006 - January 2007
Guam Enterprise & Marketing March 2004 - January 2006
Selectron Global Services dba Stream International January 2003 - September 2003
Gap Inc./Old Navy 1999 - 2003
Skills
Office Management, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Meeting Scheduling, Business Correspondence, Sage Timberline Office, Accounts Receivable, Accounts Payable, Bookkeeping, AIA billing, Certificates Of..., 1099 Preparation, ADP Payroll, ADP ReportSmith, Data Entry, Time Management, MIP, Journal Entries, Account Reconciliation, Peachtree, Teamwork, Adobe Acrobat, Payroll, Invoicing, Analysis, Bank Reconciliation, Sales, Accounting, Management, General Ledger
Education
Bunker Hill Community College 2007 — 2008
Accounting, 3.95
Sackets Harbor Central School 1999 — 2000
High School Diploma, 91%
Loomis, Sayles & Company March 2014 - Present
Skills
Data Analysis, FactSet, Investments, Quantitative Analytics, Statistical Modeling, Performance Attribution, Risk Models, Equities, Fixed Income
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration, Finance
Northeastern University 2014 — 2016
Master of Science, Finance
Salsify May 2015 - Present
Loomis, Sayles & Company May 2014 - May 2015
OneShield May 2013 - January 2014
Clark University September 2011 - May 2013
Boston Museum of Science June 2011 - August 2011
WCCA TV January 2010 - May 2010
Viacor 2008 - 2008
Skills
Java, HTML, CSS, JavaScript, HTML 5, JSON, Web Development, User Interface Design, MVC, Sencha Touch
Education
Clark University 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Gann Academy 2005 — 2009
AXA Investment Managers September 2015 - Present
Loomis, Sayles & Company April 2013 - August 2015
Hermes Fund Managers, North America December 2009 - March 2013
Loomis Sayles & Co. August 2002 - December 2009
Loomis, Sayles & Company April 1999 - August 2002
CheckFree Investment Services June 1997 - August 1998
Skills
Hedge Funds, Alternative Investments, Asset Management, Derivatives, Series 7, Portfolio Management, Investment Strategies, Equities, Mutual Funds, Asset Allocation, Fixed Income, Securities, Bonds, Institutional Sales, Bloomberg
Education
Suffolk University - Sawyer Business School 2004 — 2006
MS, Finance
New England College 1991 — 1994
BA, Finance
Vermont Academy 1989 — 1990
Loomis, Sayles & Company October 2011 - Present
Sapers & Wallack, Inc. December 2006 - October 2011
Hollister, Inc 2005 - 2006
Deutsche Morgan Grenfell 1995 - 1998
Harvard Management Company 1982 - 1995
Skills
Investments, Investment Management, Portfolio Management, Asset Allocation, Financial Modeling, Mutual Funds, Investment Strategies, Retirement Planning, Valuation, Financial Services, Equity Research, Trading, Asset Managment, Alternative Investments, Series 7, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1986 — 1988
MBA, Finance
Indiana University of Pennsylvania 1976 — 1980
BA, Criminology and Psychology
Loomis, Sayles & Company January 2015 - May 2015
Columbia University in the City of New York August 2014 - December 2014
BNY Mellon June 2014 - August 2014
Transist 创思 March 2013 - August 2013
Shanghai Young Bakers September 2012 - March 2013
City University of Hong Kong September 2010 - January 2011
Skills
Financial Analysis, Economics, Corporate Finance, Quantitative Research, SQL, Financial Modeling, Quantitative Analytics, Financial Accounting, Research, Public Affairs, Communications Planning, Newsletters, Market Research, Editing, Stata, Microsoft Office, Data Analysis, Microsoft Excel, Statistics, Policy Analysis, Strategy, Management, MS Excel Pivot Tables, Excel Models
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Public Administration-International Finance and Economic Policy, 3.93
City University of Hong Kong 2008 — 2012
Bachelor of Business Administration (BBA), Marketing, 3.63
University of Bath 2011 — 2011
Bachelor of Business Administration (BBA), Exchange Study
Dassault Systèmes December 2014 - Present
Nielsen Company March 2014 - December 2014
Novartis Institutes for BioMedical Research December 2013 - March 2014
Loomis, Sayles & Company July 2012 - December 2013
Asure Software May 2012 - July 2012
En Pointe Technologies August 2011 - April 2012
Apple August 2010 - August 2011
Apple November 2007 - August 2010
Boys and Girls Clubs of America May 2005 - August 2007
Skills
Mac OS X, Windows, PowerPoint, Customer Service, Word, Microsoft CRM, Social Media, VMware Fusion, iWork, iLife, OS X, Sales, iPhone, iPod, Leadership, Management, Windows 7, iPad, iOS, Mac OS, iPhone Support, Mac OS X Server, Computer Hardware, Microsoft Word, Technical Support, Mac, Windows XP Pro, iTunes, Hardware, Windows Vista, Troubleshooting, Windows XP, iPad Development
Education
Salem State University Class of 2010 2008 — 2010
Bachelor, Liberal Arts
Endicott College 2006 — 2008
Loomis, Sayles & Company Corporate CommunicationsLoomis, Sayles & Company1993 - Present
Education
Queensland University of Technology 1988 — 1990
MA, journalism
Colgate University 1978 — 1982
Lexington High School 1975 — 1978
Loomis, Sayles & Company November 2010 - Present
Genzyme August 2009 - November 2010
Activant Solutions 2007 - July 2009
Intuit October 2002 - September 2007
Packet Network Architects October 2001 - September 2002
U.S. Air Force September 1993 - September 2001
Skills
Cisco Technologies, VPN, Routers, Switches, Network Administration, Servers, Data Center, VMware, Firewalls, WAN, Troubleshooting, DNS, Networking
Education
Curry College 2007 — 2011
BA
Community College of the Air Force 1998 — 2001
AAS
CCNP CCDP
Cisco Professional
Bridgebay Consulting, LLC July 2003 - Present
Wells Fargo/Wells Capital Management July 1993 - July 2003
Bank of America 1977 - 1993
Loomis, Sayles & Company 1973 - 1977
Skills
Investment Management, Retirement Planning, Pensions, Institutional..., Asset Allocation, Investments, Asset Managment, Portfolio Management, Mutual Funds, Global Investment..., Investment..., GIPS Compliance, Performance Attribution, Peer Group Analysis, Manager Selection, Institutional Consulting, Investment Policy..., Fiduciary Management, Non-Qualified Deferred..., 457 Plans, 403 b, Money Purchase, Plan Conversions, Investment Education, Investment Selection, Fixed Income Strategies, US Treasuries, Bond Funds, Custodians, SEC filings, ERISA, UPMIFA, Investment Strategies, Total Return, Global Custody, Custody Evaluations, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Retirement Savings, Registered Investment..., Performance Measurement, Performance Analysis, Performance Metrics, Risk Management, Market Risk, Credit Risk, Financial Risk, Economics, Economic Research
Education
CFA Institute
CFA (Chartered Financial Analyst)
Mount Holyoke College
BA, Art History
University of Washington
MBA, Finance
LS Investment Advisors, LLC 2008 - Present
Portfolio Management Partners 2006 - 2008
Loomis, Sayles & Company 2000 - 2006
Banc One Investments Advisors 1997 - 2000
Education
Specs Howard School of Media Arts 2002 — 2002
Certification, Broadcasting
Oakland University 1992 — 1995
Bachelor of Science (BS), Marketing
Macomb Community College 1990 — 1992
Associate's degree, General Studies
Loomis, Sayles & Company March 2014 - Present
Bloomberg July 2010 - March 2014
Bloomberg LP July 2009 - November 2010
Skills
Bloomberg, Bloomberg Terminal, Asset Management, Fixed Income, Financial Markets
Education
Bucknell University 2005 — 2009
BA, Economics
Combined Jewish Philanthropies May 2007 - April 2015
Emerson College October 2014 - February 2015
Boston Children's Chorus November 2011 - October 2013
Boston Symphony Orchestra September 2007 - November 2011
Fashion Institute of Design & Merchandising November 2003 - March 2007
Gap, Inc. May 2003 - January 2006
Loomis, Sayles & Company January 2000 - December 2002
Leatherstocking Theatre Company June 1998 - August 1998
Skills
Cataloging, Collection Development, Serials Management, Fundraising, Volunteer Management, Non-profits, Event Planning, Public Speaking, Teaching, Editing, Grant Writing, Research, Microsoft Office, Social Media, Music, Musical Theatre, Theatre, Direct Mail, Donor Solicitation, Arts Administration, Stewardship, Annual Giving, Philanthropy, Grants, Community Outreach, Event Management, Prospect Research, Nonprofits, Board Development
Education
Hartwick College 1995 — 1999
BA, Music, Theatre Arts
Loomis, Sayles & Company August 2013 - Present
Hartford Investment Management June 2005 - July 2013
Evaluation Associates 1993 - 2005
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Portfolio Management, Bloomberg, Series 7, Financial Services, Emerging Markets, Financial Modeling, Securities, Fixed Income, Series 3, Asset Allocation, Liability Analysis, Bonds, Series 63, Investment Advisory, Capital Markets, Institutional..., Derivatives, Equity Research
Education
Central Connecticut State University 1987 — 1991
BS, Finance
PTC August 2015 - Present
Loomis, Sayles & Company June 2014 - May 2015
Subaru of New England June 2013 - September 2013
GTI Properties May 2013 - September 2013
Nova Biomedical May 2011 - August 2011
Nova Biomedical May 2009 - September 2009
Skills
Microsoft Excel, Finance, PowerPoint, Social Media, Financial Analysis, Account Reconciliation, Microsoft Word, Financial Reporting, Financial Statements, Fixed Income, Bank Reconciliation, Asset Allocation, Fixed Income Analysis, Collateral Management, Investment Banking, Cash Flow Forecasting, Microsoft Office, Teamwork, Time Management, Anaplan, Forecasting, Salesforce.com
Education
Bryant University 2010 — 2014
Bachelor’s Degree, Business Administration - Concentration of Finance
Bryant University
Loomis, Sayles & Company December 2014 - Present
State Street July 2011 - December 2014
The Trustees of Reservations May 2005 - September 2010
Skills
Microsoft Excel, Bloomberg, Account Reconciliation, SharePoint, Financial Analysis, Financial Reporting, Microsoft Office, Mutual Funds, Custody Evaluations, Macros
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
BBA, Accounting, Information Technology
Ipswich High School 2003 — 2007
Loomis, Sayles & Company June 2014 - Present
TIAA-CREF (Kaspick & Company) November 2012 - May 2014
S3 Partners, LLC December 2010 - September 2012
S3 Partners, LLC June 2009 - December 2010
S3 Partners, LLC June 2008 - August 2008
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Swaps, Middle Office, Bloomberg, Advent Axys, Risk Management, Trading, Asset Management
Education
Canisius College 2006 — 2009
History
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company June 2012 - April 2013
Loomis, Sayles & Company January 2008 - June 2012
The Boston Consulting Group January 2004 - December 2007
Education
Massachusetts Institute of Technology 2000 — 2004
Ph.D., Aeronautics and Astronautics
Massachusetts Institute of Technology 1998 — 2000
M.S., Aeronautics and Astronautics
Massachusetts Institute of Technology 1995 — 1998
B.S., Aeronautics and Astronautics
Loomis, Sayles & Company June 2013 - Present
Altrius Capital Management, Inc. June 2012 - August 2012
Teach For America June 2009 - June 2011
Skills
Databases, Data Analysis, Stock Picking, Fixed Income, Financial Modeling, Stata, Teaching, Business Strategy, Economics, Equities, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA, 4.9
Middlebury College 2005 — 2009
B.A., Economics and Mathematics, magna cum laude
Loomis Sayles September 2011 - Present
Loomis, Sayles & Company November 2009 - September 2011
Loomis, Sayles & Company September 2006 - November 2009
The Ayco Company June 2004 - September 2006
Education
Miami University 2000 — 2004
BS, Finance
Boston College High School (BC High) 1996 — 2000
State Street Global Advisors March 2008 - Present
Loomis, Sayles & Company February 2006 - January 2007
Mayan Resorts June 2005 - August 2005
Walt Disney World June 2002 - January 2003
Skills
Fixed Income, ETFs, Bloomberg Terminal, Portfolio Management, Microsoft Excel, VBA, Macro's, Investments, Mutual Funds, Microsoft Office, Barclays Point, Access, Financial Analysis, Valuation, Financial Reporting, Investment Banking, Portia, Citrix, MS Excel Pivot Tables, HTML5, CSS, Python, jQuery, JavaScript, Smartstream TLM, Cognos, IDC, Bloomberg, Finance, Financial Modeling
Education
General Assembly
Front End Web Development
Penn State University 2001 — 2005
Bachelor of Science, Finance
Universitat d'Alacant
Study Abroad Experience: CIEE: Language in Context, Alicante, Spain
Loomis, Sayles & Company May 2014 - Present
McDonald's Corporation May 2013 - December 2013
Bentley Homes April 2010 - August 2012
Skills
Finance, Financial Statement..., Leadership, Investments, Risk Management, Capital Markets, Time Management, Accounting, Management, Market Research, Public Speaking, Microsoft Office, Financial Analysis, Bloomberg Terminal, Corporate Finance, Forecasting, Fundamental Analysis, Equity Research, Asset Management, Investment Management
Education
Johnson and Wales University 2010 — 2014
Bachelor of Science (B.S.), Major in Finance; Concentration in Financial Services, Cumulative GPA: 3.74 / 4.0; Concentration GPA: 4.0 / 4.0
Bishop Shanahan High School
Cardigan Mountain School
Fidelity Investments December 2012 - Present
Deutsche Bank January 2011 - December 2012
Loomis, Sayles & Company April 2006 - December 2010
Skills
Derivatives, Fixed Income, Collateral Management, Operations Management, Process Engineering, Investments, Loans, FX Options, Middle Office
Education
Emmanuel College
University of Utah
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Loomis, Sayles & Company April 2014 - Present
Bain Capital March 2013 - April 2014
State Street February 2008 - February 2013
Hotel Commonwealth 2007 - 2008
The Ritz-Carlton Hotel Company LLC 2006 - 2007
Marriott International 2005 - 2006
Education
Carnegie Mellon University 1999 — 2003
BS, Managerial Economics
University of Montana 2004 — 2005
MBA, 9-Month Fast-Track MBA
Loomis, Sayles & Company August 2015 - Present
Rebel Restaurant Group February 2015 - Present
Berkshire Battalion August 2014 - November 2014
NeurologyGroupofBergenCounty August 2008 - August 2013
Saint Anselm College August 2011 - May 2012
Skills
Communication, Microsoft Excel, Time Management, Teamwork, Research, Microsoft Word, Public Speaking, Sales
Education
Franklin Pierce University 2012 — 2014
Bachelor’s Degree, Accounting and Finance, 3.9 GPA
Saint Anselm College 2010 — 2012
meQuilibrium November 2014 - Present
IDG Enterprise February 2014 - June 2014
Wolters Kluwer Financial Services October 2012 - February 2014
Boston 2014 - 2014
WeCast 2014 - 2014
Cambridge Healthtech Institute May 2011 - October 2012
Cambridge Healthtech Institute February 2010 - May 2011
First Insurance Company of Hawaii August 2008 - October 2008
Loomis, Sayles & Company July 2006 - December 2006
Skills
Email Marketing, Lead Generation, Marketing, SEO, Social Media, Marketing Management, Market Research, Marketing Communications, Integrated Marketing, Salesforce.com, Marketing Strategy, Google Adwords, Product Marketing, Business Development, lead nurturing
Education
Northeastern University 2004 — 2008
Bachelors, Marketing
Brookline High School 1998 — 2002
Loomis, Sayles & Company May 2014 - Present
Loomis, Sayles & Company August 2010 - April 2014
State Street January 2008 - August 2010
Skills
Mutual Funds, Databases, SQL, VBA, Financial Accounting, Fixed Income, PowerPoint, Hedge Funds, Excel Macros, Portfolio Management, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration
Master’s Degree, Finance, General
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Investments and Securities
University of Massachusetts Boston
Bachelor's degree, Economics
Putnam Investments June 2012 - Present
RokWar Interactive February 2011 - Present
Loomis, Sayles & Company March 2011 - June 2012
OnForce December 2010 - March 2011
Apple Inc July 2007 - November 2010
Apple Inc June 2007 - July 2007
Albertsons February 2002 - June 2007
Skills
Mac OS X, Customer Service, Troubleshooting, CSS, HTML, Windows, Microsoft Office, Web Development, Operating Systems, Problem Solving, Social Media, Web Design, OS X, iWork
Education
Everett High School 2002 — 2006
High School Diploma
Bunker Hill Community College
Computer Science
New England Institute of Art
degree, graphic design
The Bassiouni Group February 2015 - May 2015
Loomis, Sayles & Company January 2015 - May 2015
United Nations August 2014 - November 2014
Roland Berger Strategy Consultants December 2012 - January 2013
Shenyin & Wanguo Securities Co. Ltd. September 2012 - October 2012
EY July 2012 - September 2012
Skills
Microsoft Office, English, Research, Public Speaking, Strategic Planning, Analysis, Financial Analysis, Data Analysis, Teamwork, Risk Management, Microsoft Excel, Economics, PowerPoint, Management, Stata, Market Research
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance and Economic Policy
Tsinghua University 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance, 91.5/100
University of Illinois at Urbana-Champaign 2011 — 2011
Exchange student, Business School, 3.8/4.0
Nantucket Island Resorts May 2015 - Present
Short Term Contracts EMC, DOT and DMV Mass, December 2014 - February 2015
State of Massachusetts June 2014 - October 2014
Wiley and Blackwell November 2013 - January 2014
Altriance Health July 2013 - July 2013
Public Consulting Group INC November 2012 - January 2013
American Student Assistance April 2012 - September 2012
Boston College February 2012 - April 2012
Loomis, Sayles & Company November 2011 - February 2012
Fresenius Medical Care October 2011 - November 2011
Skills
Hardware, Technical Support, Disaster Recovery, Networking, Active Directory, HTML, Windows, Windows Server, Troubleshooting, VMware, SQL, XP, Windows 7, Windows XP, Servers, Operating Systems, Microsoft Exchange, Technical Recruiting, Help Desk Support, VPN, SharePoint, Vendor Management, Computer Hardware, Databases, Security, Citrix, Management, Laptops, TCP/IP, Talent Acquisition, Information Technology, Cisco Technologies, Sourcing, Firewalls, Printers, Linux, Unix, Interviews, Human Resources, HP, SDLC
Education
Rhode Island College 1990 — 2003
Bachelors, computer Science, 3.5
New England Institute of Technology 1981 — 1983
Associate’s Degree, Computer and Information Sciences and Support Services, 4.0
Loomis, Sayles & Company August 2000 - Present
Evergreen Investments October 1997 - August 2000
Leverone & Associates, CPA's January 1991 - October 1997
Skills
Leadership, Management, Strategy, Strategic Planning, Strategies, Integration, CRM, Product Management, Business Analysis, Relationship Management, Mobile Applications, SDLC, Software Project..., Enterprise Software, Asset Management, Finance, Investments, Investment Management, Business Process..., Alternative Investments, Vendor Management, Analysis, Enterprise Architecture, Mutual Funds, Budgets, Analytics, Competitive Analysis, Consulting, Software Development, Business Intelligence, Project Planning, Requirements Analysis, Marketing, Business Development, Project Management, Team Leadership
Education
Norwich University 1986 — 1990
BS, Accounting
Falmouth High School 1982 — 1986
JPMorgan Chase & Co. January 2012 - Present
Dow Jones Newswires-The Wall Street Journal August 2010 - October 2011
Debtwire/FT.com March 2008 - August 2010
Euromoney Institutional Investor April 2007 - February 2008
Pittsburgh Tribune-Review September 2005 - March 2007
The Press of Atlantic City January 2003 - August 2005
Newsday June 2002 - August 2002
Star Tribune June 2001 - August 2001
Loomis, Sayles & Company April 1999 - July 2000
Skills
Fixed Income, Derivatives, Asset Management, Hedge Funds, Private Equity, Financial Analysis, Banking, Analysis, Bonds, Newsletters, Editing, FX Options, Credit, Internal Communications
Education
Emory University
B.A., English
New York Institute of Finance
Fixed Income Markets II
University of Minnesota-Twin Cities
School of Mass Communication and Journalism graduate school classes
Choate Rosemary Hall
Loomis, Sayles & Company August 2013 - Present
Loomis, Sayles & Company August 2007 - August 2013
Accountemps April 2007 - August 2007
AllianceBernstein September 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Customer Service, Investments, Microsoft Word, Mutual Funds
Education
Northeastern University 2012 — 2015
Master of Business Administration (MBA), Marketing
Marist College 2000 — 2004
Bachelor of Science (BS), Finance, General
Loomis, Sayles & Company October 2014 - Present
Prime, Buchholz & Associates 2009 - October 2014
Prime, Buchholz & Associates 2007 - 2009
Edward Jones 2006 - 2007
Daniel Webster Council 2003 - 2006
Skills
Portfolio Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Morningstar, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, Private Equity, Due Diligence
Education
Wake Forest University 1998 — 2002
Bachelors of Arts, English
Northeastern University 2012 — 2014
Master of Science Finance at D’Amore-McKim School of Business
Albuquerque Academy 1995 — 1998
High School
Loomis, Sayles & Company December 2014 - Present
Loomis, Sayles & Company September 2010 - November 2014
State Street June 2009 - August 2009
Putnam Investments June 2008 - October 2008
Skills
Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Emerging Markets
Education
Harvard Extension School 2014 — 2016
Master’s Degree, Finance
University of Massachusetts Boston 2006 — 2010
Finance and Economics
Thomson Reuters March 2015 - Present
Drexel University's LeBow College of Business June 2014 - Present
The Children's Hospital of Philadelphia March 2014 - September 2014
Drexel University's LeBow College of Business June 2013 - June 2014
Loomis, Sayles & Company June 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, Market Research, Matlab, Social Media Marketing, Access, Teamwork, English, Spanish, SPSS, Social Networking, Facebook, Leadership
Education
Drexel University 2012 — 2017
Medfield High School 2008 — 2012
Loomis, Sayles & Company June 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
MIT Sloan School of Management February 2014 - May 2014
MIT Department of Economics December 2013 - February 2014
The Richardson Team, Ladera Ranch June 2013 - September 2013
University of California, Irvine, Economics Department May 2012 - September 2013
Saddleback Valley Pop Warner Challenger Cheer May 2011 - September 2012
Skills
Research, Data Analysis, Microsoft Excel, Leadership, Matlab, Bloomberg, Economics, Stata, Statistics, Analysis, Python, Java, Community Outreach, LaTeX, Spanish, Social Media
Education
Massachusetts Institute of Technology 2013 — 2017
Bachelor of Science (BS), Applied Mathematics and Management, GPA: 4.9/5
Tesoro High School 2009 — 2013
NERA Economic Consulting July 2015 - Present
Loomis, Sayles & Company January 2015 - May 2015
World Economic Forum June 2014 - August 2014
The Earth Institute Columbia University September 2013 - June 2014
Millennium Development Goals Center, East and Southern Africa June 2012 - August 2012
Development Gateway May 2011 - July 2011
AidData May 2010 - July 2010
International Monetary Fund December 2009 - January 2010
Skills
Research, Stata, Fundraising, Microsoft Office, Social Media, Data Analysis, Microsoft Excel, International..., GIS, Mathematical Modeling, Econometrics, Development Economics, Spatial Analysis, Aid Effectiveness, Public Policy, Economics
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Finance and Economic Policy
Bryn Mawr College 2009 — 2013
BA, Economics, Mathematics
Loomis, Sayles & Company June 2015 - Present
Georgia Tech Investment Committee January 2015 - May 2015
Georgia Tech Investments Committee April 2014 - January 2015
Invesco US June 2014 - August 2014
Georgia Tech Investments Committee January 2014 - April 2014
Georgia Tech Investments Committee January 2013 - January 2014
ING U.S. May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Statement..., Fundamental Analysis, Investments, Finance, Fixed Income, Asset Allocation, Investment Strategies, Equities, Mutual Funds, Portfolio Management
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Loomis, Sayles & Company May 2012 - April 2014
Loomis, Sayles & Company November 2010 - May 2012
Loomis, Sayles & Company September 2004 - November 2010
Loomis, Sayles & Company November 2001 - September 2004
Loomis, Sayles & Company September 1999 - November 2001
Franklin Templeton Investments June 1998 - September 1999
Skills
Competitive Analysis, Mutual Funds, Equities, Hedge Funds, Fixed Income, Market Research, Marketing Strategy, Series 7, Product Management, Marketing Communications, Marketing, Product Marketing
Education
Florida Atlantic University
Bachelor's degree, Business Finance
Suffolk University
Master of Business Administration (MBA), Finance, General
Liberty Mutual Investments February 2015 - Present
Loomis, Sayles & Company September 2013 - February 2015
State Street Bank March 2011 - September 2013
Russo Marine April 2010 - March 2011
Lincoln Financial Group August 2008 - March 2010
Skills
Mutual Funds, Banking, Bloomberg, Investments, Valuation, Finance, Securities
Education
Plymouth State University 2004 — 2008
BS Business Administration, Business
Loomis, Sayles & Company July 2014 - Present
Pioneer Investments November 2012 - July 2014
Pioneer Investments July 2010 - November 2012
Pioneer Investments November 2006 - July 2010
Brown Brothers Harriman December 2005 - November 2006
Boston South Financial Group December 2004 - January 2005
Skills
Bloomberg, Morningstar Direct, Lipper, Eagle PACE, Charles River IMS, Golden Source, Confluence, Bloomberg Terminal, Corporate Actions, Valuation, Securities
Education
Dartmouth College 2001 — 2005
Bachelor of Science, Economics
Rockland High School 1998 — 2001
Loomis, Sayles & Company September 2013 - Present
Commonwealth Financial Network July 2011 - September 2013
Skills
Series 7, CFA Level II Candidate
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Arts (B.A.), Sport Management
Pomfret School 2004 — 2007
Cambridge Associates January 2015 - Present
Loomis, Sayles & Company November 2013 - December 2014
Brown Brothers Harriman July 2011 - October 2013
Chestnut Hill Realty June 2009 - August 2010
Skills
Fixed Income, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategy, Derivatives, Equities, Structured Products, Sales
Education
Colby College 2007 — 2011
BA, Economics, Administrative Science
Buckingham Browne & Nichols 2003 — 2007
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
Loomis, Sayles & Company July 2015 - Present
Loomis, Sayles & Company May 2008 - Present
Dekker Capital Management November 2006 - October 2007
JPMorganChase August 1998 - June 2006
Skills
Electronic Trading, Trading Systems, Trading Strategies, Hedge Funds, Derivatives, Equity Trading, Charles River IMS, Series 7, Series 55, Series 63, Series 3, Buy-side, Bloomberg, Equities
Education
Dean College
Loomis, Sayles & Company April 1995 - Present
CSC September 1992 - April 1995
Keane Inc. March 1990 - September 1992
Skills
Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, High Yield, Investment Strategies, Hedge Funds, Trading, MBS, Currency, Derivatives, Hedging, Credit Analysis, Financial Analysis, Compliance, Excel, Microsoft Office, Accounting, Word, CFA, MBA, Bonds, Equities, Alternative Investments, FX, Asset Management, Emerging Markets, Microsoft Excel
Education
Rivier College 1986 — 1997
MBA, International Mangement
Institute of Technology, Carlow 1984 — 1986
Business Studies, Business Administration and Management, General
Loomis, Sayles & Company May 2012 - Present
Endeavour Investment Partners July 2011 - June 2012
Fidelity Investments January 2005 - February 2009
RIA Trading, Fidelity Capital Market Services 2004 July 2004 - October 2005
Fidelity Investments June 2002 - July 2004
National Financial - Fidelity Investments January 2001 - January 2003
National Financial - Fidelity Investments January 2000 - January 2001
National Financial- Fidelity Investments January 1999 - January 2000
Liberty Funds Distributors, Inc January 1997 - January 1999
Liberty Funds Distributor 1997 - 1999
Skills
Public Speaking, Business Relationship..., Internal Communications, Bloomberg, Financial Services, Asset Management, Account Management, Series 7, CRM, Management, Mutual Funds, Marketing, Equities, Investments, Sales
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
University of Denver - Daniels College of Business 1990 — 1994
BSBA
Babson Capital Management April 2014 - Present
Loomis, Sayles & Company May 2013 - April 2014
Loomis, Sayles & Company March 2009 - May 2013
Loomis, Sayles & Company November 2007 - March 2009
Loomis, Sayles & Company April 2006 - November 2007
Skills
Securities, Mutual Funds, Asset Management, Bloomberg, Hedge Funds, Alternative Investments, Equities, Series 7, Investments, Series 63, Fixed Income, Capital Markets
Education
Clark University
Bachelor of Science (BS), Psychology
North High School
Loomis, Sayles & Company June 2014 - Present
Beth Israel Deaconess Hospital-Plymouth January 2012 - June 2014
State Street Corporation April 2005 - December 2011
Holden School 2002 - 2007
Russell Reynolds 2003 - 2005
New England Securities 2000 - 2002
Berkeley Investments, Inc. 1992 - 2000
Northeastern University 1995 - 1999
Boston Latin School Association 1989 - 1992
Skills
PowerPoint, Outlook, Microsoft Excel, QuickBooks, Microsoft Office, Event Planning, Administrative..., Non-profits, Microsoft Word, Access, Office Management, Data Entry, Onboarding, Research, Accounting, Employee Benefits, Nonprofits, Team Building, Human Resources, Leadership, Recruiting, Administrative...
Education
Lesley University 1991 — 1994
MS, Business
Northeastern University 1980 — 1985
BS, Sociology
Loomis, Sayles & Company January 2012 - Present
Harvard Management Company 2011 - 2011
Goldman Sachs 2010 - 2011
Iguana Ventures, LLC 2009 - 2010
Harvard Management Company 2007 - 2009
upTick Learning LLC 2005 - 2007
Wellington Management 2004 - 2005
Harvard Business School 2002 - 2004
Deitel & Associates 2001 - 2002
Skills
C#, Financial Markets, SQL, XML, Java
Education
Columbia Engineering 1995 — 1999
BS, Computer Science
Century Capital Management June 2011 - Present
Loomis, Sayles & Company February 2005 - June 2011
Federated Investors, Inc. September 2001 - February 2005
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Loomis, Sayles & Company May 2015 - Present
Gordon College September 2011 - May 2015
Seasons at Tradition May 2012 - August 2014
Skills
Mathematics, Business, Accounting, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Leadership, English, Windows, Mathematica
Education
Gordon College 2011 — 2015
Bachelor's degree, Accounting
Lyman Hall High School 2006 — 2011
Loomis, Sayles & Company November 2013 - April 2014
U.S. Department of the Treasury June 2013 - August 2013
The Synergos Institute May 2013 - May 2013
The World Bank November 2010 - August 2012
The White House June 2010 - August 2010
Office of the Mayor of NYC May 2009 - August 2009
World Federalist Movement - Institute for Global Policy May 2008 - August 2008
Skills
International..., Policy Analysis, Program Evaluation, Nonprofits, Politics, Economics, Economic Development, Sustainable Development, Governance, Public Policy, Stata, International Relations, Foreign Policy, Qualitative Research, Spanish, NGOs, Research, Political Science, Data Analysis, Econometrics, Government, Corporate Social..., Public Speaking, Capacity Building
Education
Harvard University Kennedy School of Government 2012 — 2014
M.P.P., Political and Economic Development
Cornell University 2006 — 2010
Bachelor of Science (B.S.), Policy Analysis & Management
Stuyvesant High School 2002 — 2006
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles & Co March 2009 - March 2012
Loomis, Sayles & Company June 2006 - March 2009
Loomis, Sayles & Company October 2001 - June 2006
Merrill Lynch December 1999 - October 2001
Fleet Bank March 1999 - December 1999
Spriggs and Hollingsworth May 1998 - March 1999
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, Finance & Investment Analysis
The George Washington University 1994 — 1998
BA, English, Journalism
Miss Porters School 1992 — 1994
Avon High School 1990 — 1992
Spot Trading LLC June 2015 - August 2015
Loomis, Sayles & Company May 2014 - August 2014
Grand Circus May 2013 - August 2013
Blue Chip Partners, Inc. May 2012 - August 2012
Henry Ford Health System May 2010 - August 2011
Skills
Research, C++, Financial Modeling, Python, Microsoft Excel, Excel, Macroeconomics, Statistics, VBA, Derivatives, Credit Analysis, Equities, Economics, Trading, Fixed Income, Commodities, FX, Emerging Markets, Risk Management, Project Management, Software Design, Algorithms, Machine Learning, Econometrics, Automated Trading, Business Development, Natural Language...
Education
Michigan State University 2011 — 2015
B.S. Finance & Economics, B.S. Computer Science, Honors College
Plymouth High School 2008 — 2011
Foster Dykema Cabot & Co., Inc. September 2008 - Present
Fidelity Investments 2006 - 2008
Westfield Capital Management 2005 - 2006
Essex Investment Management 2000 - 2005
Loomis, Sayles & Company 1997 - 2000
Canyon Vista Middle School August 1993 - August 1997
Skills
Investments, Asset Management, Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Mutual Funds, FactSet, Private Equity
Education
Middlebury College 1989 — 1993
BA, Mathematics
International School of Brussels
KeyBank April 2015 - Present
KeyBank July 2014 - April 2015
Ohio University Fixed Income Management Group October 2012 - May 2014
West 82 Food Court September 2011 - April 2014
Loomis, Sayles & Company June 2013 - August 2013
Dunkin Donuts June 2011 - September 2011
Presco, Inc January 2010 - August 2010
Skills
PowerPoint, Teamwork, Microsoft Excel, Research, Financial Modeling, Microsoft Word, Leadership, Financial Analysis, Microsoft Office, Data Analysis
Education
Ohio University 2010 — 2014
Bachelor, Finance, & Business Economics (Cum Laude)
Loomis, Sayles & Company June 2010 - Present
BNP Paribas, New York April 2003 - May 2010
Prudential Financial May 1999 - December 2002
National Association of Securities Dealers (NASD) 1996 - 1998
Skills
Fixed Income, Derivatives, Trading, Options, Portfolio Management, Valuation, Risk Management, MBS, Interest Rate Swaps, Rates, Treasury, Bloomberg, Capital Markets, Asset Management, Bonds, Structured Products, Investments, Financial Modeling, Financial Markets, Investment Management
Education
New York University -Leonard N. Stern School of Business 2001 — 2003
MBA
Indian Institute of Technology, Kanpur 1993 — 1995
MTech
Victoria Jubilee Technical Institute 1989 — 1993
BE
Loomis, Sayles & Company September 2014 - Present
Skills
Value Investing, Portfolio Management, Alpha Generation, Equity Research, Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Asset Management, Alternative Investments, Equity Valuation, Bloomberg, Financial Analysis, Asset Managment, Gaming Industry, Hospitality Industry, Investment Management, Investment Strategies, DCF, Fixed Income, Lodging Industry, Consumer Goods..., Consumer Services
Education
Columbia Business School 2003 — 2005
MBA, Finance & Economics
Wintergreen Advisers, LLC January 2006 - April 2015
Loomis Sayles May 2004 - December 2005
Loomis, Sayles & Company January 2003 - May 2004
Loomis, Sayles & Company June 2001 - December 2002
Skills
Financial Analysis, Financial Modeling, Investment Management, Investments, Equities, Asset Management, Bloomberg, Bloomberg Terminal, Client Relations, Fixed Income, Mutual Funds, Capital Markets, Securities, Series 7, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management
Education
Colby College 1997 — 2001
Bachelor’s Degree, Biology
Chatham
Clarkston Capital Partners LLC November 2011 - Present
Munder Capital Management April 1992 - November 2011
Loomis, Sayles & Company 1982 - 1992
Skills
Adult Education..., Expert in Excel, Business Analysis, Microsoft Office, Investments, Mutual Funds, Microsoft Excel, Analysis, Asset Managment, Management, CRM, Equities, Asset Management, Series 7, Budgets, Training, Software Documentation, Alternative Investments, Portfolio Management, Business Process, Asset Allocation, Fixed Income, Risk Management
Education
Michigan State University Extension Oakland County 2008 — 2008
Master Gardener's Certification, Landscape Architecture
Eastern Michigan University 1971 — 1973
Associate's degree, Administrative Assistant and Secretarial Science, General
Seaholm
Adult Ed Microsoft Products Instructor
Loomis, Sayles & Company March 2012 - Present
Loomis Sayles March 2009 - March 2012
Loomis, Sayles & Company 2006 - 2009
Loomis, Sayles & Company 2005 - 2006
Sheen Falls Lodge November 2003 - April 2005
Pepe & Hazard LLP 2000 - 2002
Skills
Mutual Funds, Equities, Marketing Communications, RFP Generation, Product Management, Data Analysis, Trading System, Business Development, Asset Management
Education
University College Cork 2002 — 2004
MBA, Business
Northeastern University 1996 — 2000
Bachelor of Science, Criminal Justice
Columbia High School
Columbia High School
Loomis, Sayles & Company May 2013 - Present
Loomis, Sayles & Company January 2011 - May 2013
State Street December 2009 - February 2011
State Street June 2008 - December 2009
State Street August 2007 - June 2008
Education
Colby-Sawyer College 2003 — 2007
BS, Business Administration
Loomis, Sayles & Company VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Loomis Sayles 2007 - August 2011
Loomis Sayles 2000 - 2007
Credit Suisse First Boston 1994 - 1999
Smith Barney 1992 - 1994
Bear Stearns 1989 - 1991
Skills
Series 7, Series 63, Series 26, Mutual Funds, Collective Trusts, Broker-Dealer, RIAs, DCIO, Series 3, Intermediary Development, Relationship Management
Education
Lesley University
Masters
University of Mississippi
eBay Enterprise 2014 - Present
zanthos Inc March 2013 - Present
Loomis, Sayles & Company March 2013 - April 2014
KNODE Inc. February 2012 - February 2013
Take the Interview May 2011 - January 2012
Birdi & Associates, Inc. September 2010 - May 2011
Raytheon March 2009 - October 2010
Raytheon July 2007 - March 2009
Best Buy March 2002 - July 2007
EMC January 2004 - May 2007
Skills
Java, Ruby on Rails, PHP, MySQL, AWS, EC2, S3, Cloud Computing, Solr, JavaScript, Cloud Computing,..., Amazon EC2, Amazon S3, Software Development, CSS, jQuery, PostgreSQL, AJAX, Software Engineering, Web Development, Big Data, Programming, Testing, Mobile Applications, Integration, Amazon Web Services..., Databases, SaaS, Python, Ruby
Education
Northeastern University 2010 — 2012
Masters of Science, Software Engineering, Engineering Design, 4.0/4.0
Northeastern University 2002 — 2007
BS, Computer Engineering
Loomis, Sayles & Company July 2008 - Present
Skills
Equities, Financial Modeling, Bloomberg, Asset Management, Valuation, Portfolio Management, Capital Markets
Education
University of Virginia Darden School of Business 2006 — 2008
MBA
University of Virginia 1997 — 2001
BA, Political Science and Government
Harvard University, John F. Kennedy School of Government
Executive Education Certificate
Barcode Data Systems Corp. August 1995 - Present
Loomis, Sayles & Company July 2014 - Present
Karmaloop.com March 2014 - June 2014
Convention Data Services August 2013 - February 2014
S. Lichtenberg & Co., Inc November 2012 - August 2013
The Boston Globe January 2008 - December 2012
NexxtShow January 2012 - October 2012
NexxtShow January 2012 - October 2012
Odyssey Technology Solutions August 2010 - April 2011
Skills
ASP.NET MVC, jQuery, .NET, Microsoft SQL Server, Web Applications, Mobile Applications, Kendo, LINQ, Web Services API, ASP.NET, JavaScript, Entity Framework, Web Development, Web Services, Web 2.0, iOS development, Team Leadership, Project Management, C#, Visual Studio, Tortoise SVN, Git, Xamarin, Databases
Education
Northeastern University 1985 — 1989
BS Computer Engineering Technology, Software Engineering, Cum Laude
Loomis, Sayles & Company June 2012 - Present
Loomis Sayles January 2011 - June 2012
State Street Bank January 2007 - January 2011
Putnam Investments 2005 - 2007
Education
Merrimack College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loomis, Sayles & Company December 2014 - Present
Maine Red Claws October 2013 - Present
Maine Red Claws October 2012 - May 2013
Washington Wizards August 2011 - May 2012
Loomis Sayles July 2001 - August 2011
Bloomberg June 1998 - July 2001
Skills
Bloomberg, Research, Excel, Economics, Emerging Markets, Microsoft Excel, Team Management, PowerPoint, Investments, Fixed Income, Financial Modeling, Asset Management, Asset Allocation
Education
Georgetown University 2011 — 2012
Master of Professional Studies, Sports Industry Management
Villanova University 1994 — 1998
Bachelor of Science, Finance
Berwick Academy 1989 — 1994
Northern Trust December 2011 - Present
Mesirow Financial December 2003 - April 2011
Loomis, Sayles & Company February 2000 - April 2003
Harris Bank March 1990 - February 2000
Skills
Bloomberg, Mutual Funds, Lotus Notes, Excel, PowerPoint, Word, Microsoft Excel, Securities, Portfolio Management, Trading, Microsoft Word, Bonds, Options, Fixed Income, Settlement, Accounting, Asset Allocation, Asset Management, Capital Markets, Equities, Hedge Funds, Investment Management, Investments
Education
University of Phoenix 2011 — 2015
Bachelor’s Degree, Finance, 3.3
DePaul University 1993 — 1995
Finance
Breckinridge Capital Advisors October 2010 - Present
GWK May 2002 - September 2010
Loomis, Sayles & Company 1999 - 2002
Education
Colby College 1995 — 1999
Loomis, Sayles & Company June 2012 - Present
Ameriprise Financial Services, Inc. January 2011 - June 2012
Fidelity Investments September 2009 - January 2011
FactSet Research Systems May 2004 - September 2009
Education
College of the Holy Cross 2000 — 2004
Economics
Javelin 19 Investments, LLC March 2011 - Present
The Meridian Group 2007 - 2011
New York Life Investment Management 2005 - 2007
ARK Realty Capital, LLC August 2004 - August 2005
Loomis, Sayles & Company October 2001 - April 2003
Cambridge Associates September 1998 - October 2001
Skills
Real Estate Economics, Acquisitions, Asset Management, CMBS, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Financial Structuring, Investment Properties, Investments, Leases, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Private..., Real Estate Transactions, Valuation
Education
The Johns Hopkins University 2003 — 2005
M.S.
James Madison University 1992 — 1996
B.B.A., Finance
Boston Financial Investment Management March 2014 - Present
Boston Financial Investment Management 2011 - February 2014
The Signal Group 2010 - 2011
Loomis, Sayles & Company 2001 - 2009
Bear Stearns January 2000 - June 2001
Skills
Financial Modeling, Real Estate, LIHTC, Asset Management
Education
Northeastern University 2009 — 2010
Masters, MBA
University of Maine 1996 — 1999
B.S, Business Administration
Loomis, Sayles & Company July 2014 - Present
Barclays Capital October 2004 - April 2013
Deutsche Bank August 2000 - October 2004
Eurohypo AG September 1998 - July 2000
Skills
Fixed Income, Derivatives, Money Market, Credit, Credit Trading, Structured Products, Bonds, Credit Derivatives, Equity Derivatives, Interest Rate..., CDS, Bond Markets, Bond Pricing, Swaps, Bloomberg, High Yield, Capital Markets, Trading, Financial Analysis, Financial Markets, Emerging Markets, Distressed Debt, Investments, Investment Banking, Convertible Bonds, Microsoft Excel
Education
University College Dublin 1994 — 1998
Bachelor's Degree, (BComm Int )Commerce and German, 2.1
Dublin City University 1999 — 2000
Graduate Certificate Corporate Treasury
Passed Level II of the CFA Program
Blackrock College 1989 — 1994
High School
Vuture November 2014 - Present
Manzama June 2014 - October 2014
Frayman Group January 2014 - June 2014
Microsystems April 2013 - January 2014
Lexis Nexis January 2011 - April 2013
Chicago Equity Partners, LLC October 2003 - December 2010
Loomis, Sayles & Company March 2000 - September 2003
Northern Trust Company September 1997 - March 2000
Skills
Business Development, Relationship Management, Solution Selling, Business Intelligence, Sales Strategy, Institutional Asset..., CRM, Capital Markets, Competitive Analysis, Professional Services, Equities, Sales Process, Institutional..., Selling, Analytics, Strategy, Marketing Strategy, Strategic Sales, New Business Development, Marketing, Enterprise Software, Management, Sales
Education
Eastern Illinois University 1991 — 1996
B.S., marketing
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Walgreens Pharmacy February 2014 - Present
Sheehan Elementary School September 2006 - June 2013
Watson Wyatt Worldwide June 1992 - August 2000
Fanning Personnel June 1991 - May 1992
Financial Perspectives Planning Services, Inc. September 1990 - May 1991
Loomis, Sayles & Company April 1988 - September 1990
L.F. Rothschild Securities Inc. May 1987 - April 1988
Moseley Securities Corporation March 1986 - May 1987
Skills
Media Relations, Proposal Writing, Health Communication, Public Relations, Marketing, Entrepreneurship, Graphic Design
Education
Emerson College 1993 — 1998
MA, Health Communication
University of Maine 1981 — 1985
BA, International Affairs in Political Science
Dana Hall School 1976 — 1981
Kraft Foods Group July 2014 - April 2015
Kraft Foods Group June 2013 - August 2013
Loomis, Sayles & Company July 2010 - July 2012
John Hancock April 2009 - July 2010
John Hancock Funds January 2007 - April 2009
Skills
Data Analysis, Valuation, Financial Modeling, Investments, Financial Analysis, Forecasting, Competitive Analysis, Fixed Income, Corporate Finance, Portfolio Management, Marketing, Marketing Strategy, Project Management, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Bentley University 2002 — 2006
BS, Finance
Eaton Vance April 2012 - Present
Eaton Vance April 2010 - April 2012
Loomis, Sayles & Company September 2009 - April 2010
BlackRock September 2008 - March 2009
BlackRock November 2006 - September 2008
Skills
Mutual Funds, Investments, Trading, Portfolio Management, Derivatives
Education
Norwich University 2014 — 2015
Master of Business Administration (MBA), Finance
Bridgewater State University 2002 — 2006
B.A., Communication Studies
Loomis, Sayles & Company July 2001 - Present
Back Bay Advisors 1985 - 2001
New England Financial March 1983 - March 1985
Prudential Insurance June 1982 - February 1983
Skills
Fixed Income, Credit Analysis, High Yield, Telecommunications, Emerging Markets, Global..., Leveraged Finance, Fixed Income Analysis, Financial Services, Equities, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Valuation, Portfolio Management, Investments, Asset Management
Education
Cornell University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Applied Economics, 3.9
Apple August 2014 - Present
Apple March 2013 - July 2014
Shatkin F.I.R.S.T.® November 2011 - October 2012
Loomis, Sayles & Company July 2011 - November 2011
ATTO Technology March 2011 - August 2011
Apple June 2007 - February 2011
Stereo Advantage June 2002 - June 2007
Skills
Customer Service, Mac, Mac OS X, Troubleshooting, Microsoft Office, Illustrator, Video Editing, Word, Photography, Adobe Creative Suite, PowerPoint, InDesign, iPhone, iWork, Final Cut Pro, Photoshop, OS X, Mac OS, iPad, iOS, Technical Support, Laptops, Microsoft Word
Education
Apple 2007 — 2007
Apple Certified Portable Technician
Apple 2007 — 2007
Apple Certified Desktop Technician
Canisius College 2002 — 2006
B.S., Communications / Digital Media Arts
Williamsville North High School 1997 — 2001
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
Southern Adventist University May 2014 - Present
Southern Adventist University September 2008 - August 2010
Jacksonville Adventist Academy June 2004 - May 2006
Mandarin SDA Church January 2002 - June 2004
Jacksonville Adventist Academy June 1997 - May 2000
McKinley Foundation January 1992 - August 1993
Loomis, Sayles & Company April 1988 - April 1990
Perkins & Zures, Inc. September 1986 - March 1988
Skills
Higher Education, Community Outreach, Event Planning, Nonprofits, PowerPoint, Research, Office Management, Microsoft Office, Public Speaking, Data Entry, Fundraising, Program Development, Microsoft Word, Editing, Volunteer Management, Teaching, Microsoft Excel, Social Media, Social Networking, Grant Writing, Administration
Education
Loma Linda University
B.S., Psychology
Southern Adventist University
Master's level Counseling coursework, Clinical Mental Health Counseling
Strategic Partners Investment Advisors, Inc. February 2014 - Present
Belle Haven Investments September 2011 - April 2012
Eagle Advisors, Inc. 2008 - 2011
Goldman Sachs Asset Management (GSAM) 2000 - 2003
Financial Security Assurance 1998 - 2000
Loomis, Sayles & Company 1995 - 1998
Skills
Hedge Funds, Fixed Income, Investments, Private Equity, Due Diligence, Bonds, Credit, Credit Analysis, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2007 — 2008
Master of Public Administration (MPA) - not completed, Public Policy
Mount Holyoke College 1986 — 1990
BA, American Studies
North Attleboro Public Elementary Schools January 2014 - Present
North Attleborough Middle School January 2014 - Present
Hockomock Area YMCA February 2010 - November 2013
Loomis, Sayles & Company 2000 - 2009
Skills
Team Leadership, Customer Service
Education
Northeastern University 1985 — 1990
Bachelor's degree, Speech Communications
Citi July 2014 - Present
Halliburton March 2013 - June 2014
Loomis, Sayles & Company November 2010 - March 2013
Wellington Management September 2008 - November 2010
C & H May 2008 - August 2008
Microcomm (Offshore Company of Trilliant Networks USA and Canada) August 2006 - January 2008
Digital Processing Systems July 2005 - August 2006
Qixsol Technologies June 2004 - February 2005
Skills
Java/J2EE, Eclipse, Java, Software Engineering, Sun Certified Java..., Ant, Agile Methodologies, Spring, Web Services, Java Enterprise Edition, Hibernate, JUnit, JDBC, SOA, Project Management, Strategic Planning, Tomcat, Enterprise Architecture, XML, JBoss Application Server, Struts, JMS, JSP, Design Patterns, Spring Framework
Education
Iqra University 2003 — 2004
MCS, Software Engineering
Iqra University 2001 — 2003
BCS, Computer Software
The Boston Consulting Group June 2014 - Present
Wellington Management August 2012 - June 2014
Wellington Management April 2010 - August 2012
Wellington Management March 2008 - April 2010
Loomis, Sayles & Company September 2006 - March 2008
Skills
Financial Modeling, Bloomberg, Asset Managment, Financial Analysis, Valuation, Investments, Corporate Finance, Financial Reporting, Asset Management, Analysis, Finance
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MSF/MBA, Finance
Northeastern University 2001 — 2006
BS, Accounting, Finance & Economics
Loomis, Sayles & Company July 2014 - Present
Deutsche Bank June 2012 - August 2012
Skills
Investment Management, Hedge Funds, Portfolio Optimization, Risk Management, Equities, Parallel Computing, Fixed Income, Quantitative Finance, Capital Markets, Investments
Education
Massachusetts Institute of Technology 2013 — 2014
Master, Finance
Peking University 2009 — 2013
Bachelor, Finance
London School of Economics and Political Science 2011 — 2011
Summer School, Economics
Universität Mannheim / University of Mannheim 2011 — 2011
Exchange, Finance & Economics
Loomis, Sayles & Company March 1986 - Present
Skills
Fixed Income, Equities, Securities, Corporate Actions, Bloomberg, Mutual Funds, Asset Managment, Hedge Funds, Derivatives, Bonds, Capital Markets, Financial Services, Back Office, Investments, Alternative Investments, Settlement, Reference Data, Trading Systems
Education
Fisher College 1980 — 1982
Loomis, Sayles & Company May 2010 - Present
Standish Mellon Asset Management May 1999 - May 2010
The Bank Credit Analyst (BCA) Research Group October 1995 - May 1999
Education
Concordia University 1993 — 1996
M.A., Economics
St. Francis Xavier University 1988 — 1991
B.A., Economics
Loomis, Sayles & Company 2002 - Present
State Street Global Markets, LLC 2000 - 2002
Evergreen Investment Management Company 1997 - 2000
Enhance Reinsurance Company 1995 - 1997
Asset Guaranty Insurance Company 1995 - 1997
Moody's Investors Service 1987 - 1995
New York City Office of Management and Budget 1983 - 1987
Skills
Bonds, Fixed Income, Securities, Alternative Investments, Bloomberg, Capital Markets, Portfolio Management, Asset Management, Hedge Funds, Investment Management, Equities, Mutual Funds, High Yield, Series 7, Investment Strategies, Asset Allocation, Derivatives
Education
Gettysburg College
B.A., History
University of Rochester
M.S., Public Policy Analysis
Loomis, Sayles & Company January 2010 - Present
Wells Capital Management July 1996 - December 2009
J.P. Morgan 1993 - 1996
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Gettysburg College 1979 — 1983
B.A., Sociology
Dwight Asset Management August 2003 - October 2009
Loomis, Sayles & Company August 2001 - August 2003
Back Bay Advisors July 1996 - August 2001
Skills
Portfolio Management, Asset Management, Fixed Income, LDI, Investments, Financial Services, Asset Allocation, High Yield, Hedge Funds, Investment Management, Asset Managment, Equities, Investment Strategies, Institutional..., Marketing, Alternative Investments, Institutional Sales
Education
Iowa State University
Loomis, Sayles & Company October 2013 - Present
State Street April 2013 - October 2013
Gordon Brothers Group September 2010 - April 2013
Scimitar Equity, LLC October 2009 - September 2010
Green Coast Capital, LLC July 2009 - August 2009
Ameriprise Financial Advisors April 2005 - April 2009
Skills
Valuation, Series 7, Portfolio Management, Finance, Private Equity, Equity Research, Equities
Education
Northeastern University 2000 — 2005
BSIB, Finance, Spanish
Comillas Pontifical University
Loomis, Sayles & Company January 2001 - Present
Fidelity Investments - Boston, Mass. May 1996 - August 1998
Skills
Financial Services, Financial Risk, CRD, Microsoft Office, Securities, Fixed Income, Capital Markets, FINRA, Bonds, Securities Regulation, High Yield
Education
Massachusetts School of Law 1993 — 1996
JD, Law
Denison University 1981 — 1985
BA, English Literature; Classics (Latin)
Brooks School 1977 — 1981
Dexter School
American Riviera Bank July 2013 - Present
Loomis, Sayles & Company May 2011 - July 2013
Loomis, Sayles & Company October 2009 - May 2011
State Street April 2008 - October 2009
State Street April 2007 - April 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Financial Analysis, Financial Modeling
Education
College of the Holy Cross 2002 — 2006
Bachelors of Arts, Economics
2016 Level III Candidate in the CFA Program
Portsmouth Abbey School
Causeway Capital Management LLC April 2014 - Present
Loomis, Sayles & Company April 2013 - April 2014
Bank of America June 2012 - April 2013
University of Waterloo May 2010 - August 2010
University of Waterloo May 2009 - August 2009
RBC Dominion Securities May 2007 - August 2007
Skills
Fixed Income, Portfolio Optimization, Equities, Market Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Waterloo 2006 — 2011
Bachelor of Mathematics
Seizert Capital Partners Partner and CFOSeizert Capital PartnersJanuary 2009 - January 2014
Loomis, Sayles & Company January 1993 - January 2000
Continental Illinois National Bank February 1988 - January 1993
First of America Bank Corp. January 1982 - January 1988
Skills
Investments, Portfolio Management, Asset Management, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Fixed Income
Education
Western Michigan University 1976 — 1980
Master of Business Administration (M.B.A.), Finance
Lake Superior State University 1971 — 1975
Bachelor of Science (BS), Finance and Economics
Northern Trust April 2013 - Present
State Street January 2012 - May 2012
Fletcher Center of Emerging Markets April 2011 - May 2012
Loomis, Sayles & Company 2005 - June 2010
Veritable, LP January 2001 - January 2005
Skills
Emerging Markets, Frontier Markets, Country Risk Analysis, Political Risk Analysis, Fixed Income, Relationship Management, Geopolitics, Asset Managment, Economics, Alternative Investments, Product Management, Financial Modeling, Foreign Policy Analysis, Asset Allocation, Market Research, Energy Policy, Sovereign Debt, Asset Management, Investments
Education
Fletcher School, Tufts University 2010 — 2012
Masters of Arts, International Affairs
Brandeis University, International Business School 2008 — 2010
Masters of Science, Finance
Lehigh University 1997 — 2001
Bachelor of Arts, Economics and International Relations
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
MaplesFS February 2015 - Present
Loomis, Sayles & Company October 2013 - February 2015
DB Hedgeworks December 2010 - October 2013
Pioneer Investments May 2008 - September 2010
Skills
Hedge Funds, Equities, Mutual Funds
Education
Fairfield University 2002 — 2006
Bachelor of Science, Finance
Loomis, Sayles & Company June 2011 - Present
Wells Capital Management (Formerly Wachovia) January 2000 - April 2011
Evergreen Investments (Formerly Keystone Group) January 1995 - January 1999
Keystone Group January 1990 - January 1995
United States Air Force January 1982 - January 1990
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Management, Training, Account Reconciliation, Accounting, Auditing, Human Resources, Time Management, Marketing, Data Entry, Databases
Education
Franklin Pierce College 1996 — 1997
Associates Degree, Financial Management
PIMCO December 2012 - Present
BlackRock, Inc. May 2006 - December 2012
Barclays Global Investors May 2006 - December 2009
BISYS Fund Services April 1999 - May 2006
Loomis, Sayles & Company March 1997 - April 1999
Fidelity Investments March 1995 - March 1997
Scudder Investments September 1990 - March 1995
Durgan Group Travle/Crimson Travel 1990 - 1991
Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading
Education
Suffolk University - Sawyer School of Management 1992 — 1996
Management
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor of Arts, English/Public Relations
Morrison School
Loomis, Sayles & Company May 2011 - Present
The Home of Little Wanderers November 2010 - April 2011
Education
Brooklyn College 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Loomis, Sayles & Company May 2005 - Present
Evergreen Investments March 2004 - May 2005
Evergreen Investments December 1997 - March 2004
Inter-American Investment Corporation (IIC) May 1990 - December 1997
Education
MIT Sloan School of Management 1986 — 1987
Master of Business Administration (M.B.A.)
Universidad de Buenos Aires 1978 — 1984
Ingeniero industrial, Industrial Engineering
Loomis, Sayles & Company July 1996 - March 2014
Skills
Alternative Investments, Bloomberg, Asset Management, Equities, Equity Research, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation
Education
Harvard University
AB, PhD, Comparative Literature
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2008 - March 2013
Putnam Investments 2006 - 2008
Loomis, Sayles & Company 2004 - 2006
Putnam Investments 2001 - 2004
U.S. Coast Guard 1994 - 1999
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
United States Coast Guard Academy 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Cold Spring Harbor High School 1987 — 1990
High School Diploma
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Loomis, Sayles & Company March 2014 - Present
Loomis, Sayles & Company October 2010 - March 2014
Winston Flowers October 2008 - October 2010
Highfields Capital February 2007 - October 2008
Highfields Capital July 2006 - February 2007
Education
University of Southern California 2002 — 2006
Bachelor of Arts (BA), Art History
Gonzaga University 2004 — 2004