Loomis, Sayles & Company

Description

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

Employee
Years
Job
Industry
Joanne Marrella Joanne Marrella Greater Boston Area Details
Joanne Marrella's Loomis, Sayles & Company Experience June 2008 - Present
Job Administrative Employee for Fixed Income Credit Research at Loomis, Sayles & Company
Industry Investment Management
Experience
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 Blake Robinson Darien, Connecticut Details
Blake Robinson's Loomis, Sayles & Company Experience June 1977 - January 1983
Job Professional Photographer / Individual, Indelible, Iconic Images
Industry Photography
Experience
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

Li Zhou Li Zhou New York, New York Details
Li Zhou's Loomis, Sayles & Company Experience January 2015 - May 2015
Job Public Policy Specialist
Industry Public Policy
Experience
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

Andrew Lavallee Andrew Lavallee Peabody, Massachusetts Details
Andrew Lavallee's Loomis, Sayles & Company Experience February 2015 - June 2015
Job Credit Analyst at Barton Associates Inc.
Industry Financial Services
Experience
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

Sharon Byrd, MBA Sharon Byrd, MBA Baltimore, Maryland Details
Sharon Byrd, MBA's Loomis, Sayles & Company Experience March 1996 - April 2000
Job Vice President at T. Rowe Price
Industry Financial Services
Experience
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

Cliff Bryant Cliff Bryant Greater Boston Area Details
Cliff Bryant's Loomis, Sayles & Company Experience July 2013 - May 2015
Job Senior Software Engineer at DigitasLBi
Industry Computer Software
Experience
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

Shirley Medina Shirley Medina Greater New York City Area Details
Shirley Medina's Loomis, Sayles & Company Experience March 2003 - March 2004
Job
Industry Health, Wellness and Fitness
Experience
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

Carrie Kreydick Carrie Kreydick Greater Chicago Area Details
Carrie Kreydick's Loomis, Sayles & Company Experience January 1996 - April 2003
Job Operations Director at CARE Facility Maintenance
Industry Management Consulting
Experience
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

Kylan Mandile Kylan Mandile Greater Boston Area Details
Kylan Mandile's Loomis, Sayles & Company Experience February 2004 - September 2005
Job Analyst at Cornerstone Real Estate Advisers
Industry Financial Services
Experience
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

Aimee Kaye Aimee Kaye Boston, Massachusetts Details
Aimee Kaye's Loomis, Sayles & Company Experience May 2015 - Present
Job Sovereign Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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)

Riley Jacobs Riley Jacobs Greater Boston Area Details
Riley Jacobs's Loomis, Sayles & Company Experience June 2015 - Present
Job Intern at Loomis, Sayles & Company
Industry
Experience
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

Gregory Hadjian Gregory Hadjian Boston, Massachusetts Details
Gregory Hadjian's Loomis, Sayles & Company Experience July 2015 - Present
Job Macro Research Associate at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Jessica Cardinali Jessica Cardinali Groton, Massachusetts Details
Jessica Cardinali's Loomis, Sayles & Company Experience September 2002 - December 2003
Job Owner/Photographer at JC3 Photography Studios
Industry Photography
Experience
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

Sarah Spence Sarah Spence Belmont, Massachusetts Details
Sarah Spence's Loomis, Sayles & Company Experience January 2014 - Present
Job Administrative Assistant, Fixed Income at Loomis, Sayles & Company
Industry Museums and Institutions
Experience
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%

Michael Duffy, CFA Michael Duffy, CFA Greater Boston Area Details
Michael Duffy, CFA's Loomis, Sayles & Company Experience March 2014 - Present
Job Investment Risk Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Douglas Rourke Douglas Rourke Belmont, Massachusetts Details
Douglas Rourke's Loomis, Sayles & Company Experience May 2014 - May 2015
Job Software Engineer at Salsify
Industry Internet
Experience
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

Jamison Gagnier Jamison Gagnier Greenwich, Connecticut Details
Jamison Gagnier's Loomis, Sayles & Company Experience April 2013 - August 2015
Job Director, US Institutional Sales
Industry Investment Management
Experience
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

Lisa Falcone-Fellini Lisa Falcone-Fellini Greater Boston Area Details
Lisa Falcone-Fellini's Loomis, Sayles & Company Experience October 2011 - Present
Job RIA Relationship Manager at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Evelyn Yuanyuan Liang Evelyn Yuanyuan Liang New York, New York Details
Evelyn Yuanyuan Liang's Loomis, Sayles & Company Experience January 2015 - May 2015
Job MPA of Columbia University, SIPA | International Finance
Industry Financial Services
Experience
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

Rob Bouchard Rob Bouchard Greater Boston Area Details
Rob Bouchard's Loomis, Sayles & Company Experience July 2012 - December 2013
Job Data Center Administrator at Dassault Systèmes
Industry Information Technology and Services
Experience
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

Meg Clough Meg Clough Greater Boston Area Details
Meg Clough's Loomis, Sayles & Company Experience Corporate CommunicationsLoomis, Sayles & Company1993 - Present
Job Director, Corp Comm at Loomis Sayles
Industry Investment Management
Experience
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

Jarek Kostecki Jarek Kostecki Greater Boston Area Details
Jarek Kostecki's Loomis, Sayles & Company Experience November 2010 - Present
Job CCNP CCDP
Industry Information Technology and Services
Experience
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

Mary Ellen Mullen, CFA Mary Ellen Mullen, CFA Greater Seattle Area Details
Mary Ellen Mullen, CFA's Loomis, Sayles & Company Experience 1973 - 1977
Job Principal, Bridgebay Consulting LLC
Industry Investment Management
Experience
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

Kristine Hollister Kristine Hollister Greater Detroit Area Details
Kristine Hollister's Loomis, Sayles & Company Experience 2000 - 2006
Job Partner & Director, Business Management at LS Investment Advisors, LLC
Industry Investment Management
Experience
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

Jackie Lafferty Jackie Lafferty Boston, Massachusetts Details
Jackie Lafferty's Loomis, Sayles & Company Experience March 2014 - Present
Job Investment Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Amanda Bedford Amanda Bedford Jamaica Plain, Massachusetts Details
Amanda Bedford's Loomis, Sayles & Company Experience January 2000 - December 2002
Job Independent Consultant at Jamberry Nails
Industry Higher Education
Experience
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

John Cardinali, CFA John Cardinali, CFA Boston, Massachusetts Details
John Cardinali, CFA's Loomis, Sayles & Company Experience August 2013 - Present
Job VP, Client Portfolio Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Ryan McHale Ryan McHale Brighton, Massachusetts Details
Ryan McHale's Loomis, Sayles & Company Experience June 2014 - May 2015
Job Sales Operations Analyst at PTC
Industry Computer Software
Experience
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

Andrew Ruta Andrew Ruta Greater Boston Area Details
Andrew Ruta's Loomis, Sayles & Company Experience December 2014 - Present
Job Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Brian Gibbs Brian Gibbs San Francisco, California Details
Brian Gibbs's Loomis, Sayles & Company Experience June 2014 - Present
Job Trading Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Nicholas Savoulides Nicholas Savoulides Greater Boston Area Details
Nicholas Savoulides's Loomis, Sayles & Company Experience April 2013 - Present
Job Portfolio Manager & Senior LDI Strategist at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Layla Zhu Layla Zhu Greater Boston Area Details
Layla Zhu's Loomis, Sayles & Company Experience June 2013 - Present
Job Securitized Asset Associate at Loomis Sayles
Industry Investment Management
Experience
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

Christopher Hermance, CFA Christopher Hermance, CFA Boston, Massachusetts Details
Christopher Hermance, CFA's Loomis, Sayles & Company Experience November 2009 - September 2011
Job VP, Institutional Services at Loomis Sayles
Industry Investment Management
Experience
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

Stephen Blank Stephen Blank Boston, Massachusetts Details
Stephen Blank's Loomis, Sayles & Company Experience February 2006 - January 2007
Job Senior Fixed Income Portfolio Analyst at SSgA
Industry Financial Services
Experience
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

Colin Flynn Colin Flynn Boston, Massachusetts Details
Colin Flynn's Loomis, Sayles & Company Experience May 2014 - Present
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Craig Rolfe Craig Rolfe Merrimack, New Hampshire Details
Craig Rolfe's Loomis, Sayles & Company Experience April 2006 - December 2010
Job VP Derivatives Center of Excellence at Fidelity Investments
Industry Investment Management
Experience
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

Anna Noonan Anna Noonan Boston, Massachusetts Details
Anna Noonan's Loomis, Sayles & Company Experience June 2012 - October 2012
Job Director, Marketing Communications and Events at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
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

Leslie Good Leslie Good United States Details
Leslie Good's Loomis, Sayles & Company Experience April 2014 - Present
Job Administrative Assistant Investment Business Management
Industry Financial Services
Experience
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

Michael Di Nardo Michael Di Nardo Greater Boston Area Details
Michael Di Nardo's Loomis, Sayles & Company Experience August 2015 - Present
Job Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Tony Chea Tony Chea Brookline, Massachusetts Details
Tony Chea's Loomis, Sayles & Company Experience July 2006 - December 2006
Job Sales and Marketing Coordinator at meQuilibrium
Industry Marketing and Advertising
Experience
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

Ken Zhen Ken Zhen United States Details
Ken Zhen's Loomis, Sayles & Company Experience May 2014 - Present
Job Senior Marketing Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Jeff Ngo Jeff Ngo Greater Boston Area Details
Jeff Ngo's Loomis, Sayles & Company Experience March 2011 - June 2012
Job Mac Engineer at Putnam Investments
Industry Retail
Experience
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

Bixue Zhou Bixue Zhou New York, New York Details
Bixue Zhou's Loomis, Sayles & Company Experience January 2015 - May 2015
Job Master of International Affairs candidate at Columbia University
Industry Financial Services
Experience
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

Paul Fay Paul Fay Greater Boston Area Details
Paul Fay's Loomis, Sayles & Company Experience November 2011 - February 2012
Job Desktop Support and Tech Support at Nantucket Island Resorts
Industry Computer Hardware
Experience
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

Bill Rugg Bill Rugg Greater Boston Area Details
Bill Rugg's Loomis, Sayles & Company Experience August 2000 - Present
Job Director, Institutional Services Technology
Industry Information Technology and Services
Experience
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

Andrew J. Johnson Andrew J. Johnson New York, New York Details
Andrew J. Johnson's Loomis, Sayles & Company Experience April 1999 - July 2000
Job Vice President, Managing Editor, Chief Operating Office intranet
Industry Writing and Editing
Experience
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

John deMelo John deMelo Somerville, Massachusetts Details
John deMelo's Loomis, Sayles & Company Experience August 2013 - Present
Job Marketing Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Jonathan Kimbro, CAIA Jonathan Kimbro, CAIA Greater Boston Area Details
Jonathan Kimbro, CAIA's Loomis, Sayles & Company Experience October 2014 - Present
Job Senior Product Marketing Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Craig Burelle Craig Burelle Boston, Massachusetts Details
Craig Burelle's Loomis, Sayles & Company Experience December 2014 - Present
Job Macro Analyst, VP at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Cassidy Baird Cassidy Baird Philadelphia, Pennsylvania Details
Cassidy Baird's Loomis, Sayles & Company Experience June 2013 - September 2013
Job IP&S Finance CoOp at Thomson Reuters
Industry Financial Services
Experience
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

Alexandra Ivanov Alexandra Ivanov Greater Boston Area Details
Alexandra Ivanov's Loomis, Sayles & Company Experience June 2014 - Present
Job Sales and Trading Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Yashaswini Singh Yashaswini Singh New York, New York Details
Yashaswini Singh's Loomis, Sayles & Company Experience January 2015 - May 2015
Job Analyst at NERA Economic Consulting | Antitrust Economics and Competition Policy
Industry Management Consulting
Experience
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

Dylan Kase Dylan Kase Boston, Massachusetts Details
Dylan Kase's Loomis, Sayles & Company Experience June 2015 - Present
Job Credit Research Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Jaime Blakey Jaime Blakey Houston, Texas Details
Jaime Blakey's Loomis, Sayles & Company Experience May 2012 - April 2014
Job Director of Product Marketing at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Adam Sweetland Adam Sweetland Greater Boston Area Details
Adam Sweetland's Loomis, Sayles & Company Experience September 2013 - February 2015
Job Sr Investment Operations Analyst at Liberty Mutual Investments
Industry Financial Services
Experience
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

Bob Murphy, CFA Bob Murphy, CFA Greater Boston Area Details
Bob Murphy, CFA's Loomis, Sayles & Company Experience July 2014 - Present
Job Investment Performance Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Stephen Zorkers Stephen Zorkers Boston, Massachusetts Details
Stephen Zorkers's Loomis, Sayles & Company Experience September 2013 - Present
Job High Yield Trading at Loomis Sayles & Co.
Industry Investment Management
Experience
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

Jason Schlundt Jason Schlundt Boston, Massachusetts Details
Jason Schlundt's Loomis, Sayles & Company Experience November 2013 - December 2014
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
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

Matthew Greeley Matthew Greeley Greater Boston Area Details
Matthew Greeley's Loomis, Sayles & Company Experience April 2012 - August 2012
Job Compliance Consultant
Industry Financial Services
Experience
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

Jeff Weissensee Jeff Weissensee Boston, Massachusetts Details
Jeff Weissensee's Loomis, Sayles & Company Experience July 2015 - Present
Job Vice President, Equity Emerging Markets at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Eamonn Sheil Eamonn Sheil Greater Boston Area Details
Eamonn Sheil's Loomis, Sayles & Company Experience April 1995 - Present
Job Fixed income trading at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Shannon Ossman Mangano Shannon Ossman Mangano Greater Boston Area Details
Shannon Ossman Mangano's Loomis, Sayles & Company Experience May 2012 - Present
Job Vice President, Senior Client Intake Specialist at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Nora Brown Nora Brown Greater Boston Area Details
Nora Brown's Loomis, Sayles & Company Experience May 2013 - April 2014
Job Associate Director, Sales Practice Compliance at Babson Capital Management
Industry Investment Management
Experience
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

Lynn McDowell Lynn McDowell Boston, Massachusetts Details
Lynn McDowell's Loomis, Sayles & Company Experience June 2014 - Present
Job Executive Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Jonathan Gadzik Jonathan Gadzik Greater Boston Area Details
Jonathan Gadzik's Loomis, Sayles & Company Experience January 2012 - Present
Job Quant Developer at Loomis, Sayles & Company
Industry Computer Software
Experience
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

Eric Meyers Eric Meyers Needham, Massachusetts Details
Eric Meyers's Loomis, Sayles & Company Experience February 2005 - June 2011
Job Equity Analyst at Century Capital Management
Industry Financial Services
Experience
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

Jason Dempsey Jason Dempsey United States Details
Jason Dempsey's Loomis, Sayles & Company Experience May 2015 - Present
Job Operations Analyst at Loomis Sayles
Industry Higher Education
Experience
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

Tracey Hsu Tracey Hsu Greater Boston Area Details
Tracey Hsu's Loomis, Sayles & Company Experience November 2013 - April 2014
Job Associate Director at Social Finance, Inc.
Industry Financial Services
Experience
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

Jennifer DiMario Sabatini Jennifer DiMario Sabatini Greater Boston Area Details
Jennifer DiMario Sabatini's Loomis, Sayles & Company Experience March 2012 - Present
Job
Industry Financial Services
Experience
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

Dhruv Rajput Dhruv Rajput Chicago, Illinois Details
Dhruv Rajput's Loomis, Sayles & Company Experience May 2014 - August 2014
Job Student at Michigan State University
Industry Investment Management
Experience
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

Geoffrey Kuli, CFA Geoffrey Kuli, CFA Boston, Massachusetts Details
Geoffrey Kuli, CFA's Loomis, Sayles & Company Experience 1997 - 2000
Job Vice President at Foster Dykema Cabot & Co., Inc.
Industry Investment Management
Experience
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

Brandon O'Connor Brandon O'Connor Cleveland, Ohio Details
Brandon O'Connor's Loomis, Sayles & Company Experience June 2013 - August 2013
Job Treasury Service Analyst at KeyBank
Industry Financial Services
Experience
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)

Sudhir Bhat, CFA Sudhir Bhat, CFA San Francisco Bay Area Details
Sudhir Bhat, CFA's Loomis, Sayles & Company Experience June 2010 - Present
Job Portfolio Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Amitabh Kapoor Amitabh Kapoor Boston, Massachusetts Details
Amitabh Kapoor's Loomis, Sayles & Company Experience September 2014 - Present
Job Vice President, Senior Equity Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Dan Geary, CFA Dan Geary, CFA Greater New York City Area Details
Dan Geary, CFA's Loomis, Sayles & Company Experience January 2003 - May 2004
Job Experienced Equity Analyst seeking position in Northeast US
Industry Investment Management
Experience
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

Deborah Forbes Deborah Forbes Greater Detroit Area Details
Deborah Forbes's Loomis, Sayles & Company Experience 1982 - 1992
Job Director of Operations
Industry Financial Services
Experience
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

Noreen Drohan Noreen Drohan Greater Boston Area Details
Noreen Drohan's Loomis, Sayles & Company Experience March 2012 - Present
Job Vice President Equity Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Marissa Marquis Marissa Marquis Greater Boston Area Details
Marissa Marquis's Loomis, Sayles & Company Experience May 2013 - Present
Job Senior Fixed Income Operations Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Kathy Kellerman Kathy Kellerman Greater Boston Area Details
Kathy Kellerman's Loomis, Sayles & Company Experience VP, Director Strategic Accounts GroupLoomis SaylesAugust 2011 - Present
Job VP, Director of Intermediary Distribution
Industry Financial Services
Experience
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

Bhuwan Chawla Bhuwan Chawla Greater Boston Area Details
Bhuwan Chawla's Loomis, Sayles & Company Experience March 2013 - April 2014
Job Software developer & Devops
Industry Computer Software
Experience
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

Rob Forker Rob Forker Greater Boston Area Details
Rob Forker's Loomis, Sayles & Company Experience July 2008 - Present
Job Vice President Senior Global Specialist at Loomis, Sayles & Company
Industry Investment Management
Experience
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

George Kapsambelis George Kapsambelis Greater Boston Area Details
George Kapsambelis's Loomis, Sayles & Company Experience July 2014 - Present
Job Sr. Software Developer/Architect at Barcode Data Systems Corp.
Industry Computer Software
Experience
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

Melissa (Spas) Varone Melissa (Spas) Varone Greater Boston Area Details
Melissa (Spas) Varone's Loomis, Sayles & Company Experience June 2012 - Present
Job Corporate Bond Trading Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
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

TJ Jurevic TJ Jurevic Greater Boston Area Details
TJ Jurevic's Loomis, Sayles & Company Experience December 2014 - Present
Job at Loomis, Sayles & Co.
Industry Investment Management
Experience
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

Harry Saddler Harry Saddler Greater Chicago Area Details
Harry Saddler's Loomis, Sayles & Company Experience February 2000 - April 2003
Job Senior Analyst at Northern Trust Company
Industry Financial Services
Experience
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

James Spidle, CFA James Spidle, CFA Greater Boston Area Details
James Spidle, CFA's Loomis, Sayles & Company Experience 1999 - 2002
Job Vice President at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors  October 2010 - Present
GWK   May 2002 - September 2010
Loomis, Sayles & Company   1999 - 2002

Education
Colby College   1995 — 1999

Shauna Conway Shauna Conway Greater Boston Area Details
Shauna Conway's Loomis, Sayles & Company Experience June 2012 - Present
Job Head of Equity Investment Management Technology, US at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Kevin M. Hill, CFA Kevin M. Hill, CFA Washington D.C. Metro Area Details
Kevin M. Hill, CFA's Loomis, Sayles & Company Experience October 2001 - April 2003
Job Principal at Javelin 19 Investments, LLC
Industry Commercial Real Estate
Experience
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

Richard Orne Richard Orne Greater Boston Area Details
Richard Orne's Loomis, Sayles & Company Experience 2001 - 2009
Job Asset Manager Assistant Vice President
Industry Real Estate
Experience
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

Kevin Gribben Kevin Gribben Greater Boston Area Details
Kevin Gribben's Loomis, Sayles & Company Experience July 2014 - Present
Job Trader
Industry Investment Management
Experience
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

Paul Talaga Paul Talaga Greater Chicago Area Details
Paul Talaga's Loomis, Sayles & Company Experience March 2000 - September 2003
Job Vice President, Business Development North America at Vuture
Industry Investment Management
Experience
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

Stephen Finocchi Stephen Finocchi Greater Boston Area Details
Stephen Finocchi's Loomis, Sayles & Company Experience May 2011 - Present
Job Vice President, High Yield & Derivatives Trading at Loomis, Sayles and Company
Industry Financial Services
Experience
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

Paula Attridge Paula Attridge Greater Boston Area Details
Paula Attridge's Loomis, Sayles & Company Experience April 1988 - September 1990
Job Pharmacy Tech at Walgreens Pharmacy
Industry Public Relations and Communications
Experience
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

Dante Cunningham Dante Cunningham Greater Boston Area Details
Dante Cunningham's Loomis, Sayles & Company Experience July 2010 - July 2012
Job Associate Brand Manager
Industry Marketing and Advertising
Experience
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

Jessica Hemenway Jessica Hemenway Greater Boston Area Details
Jessica Hemenway's Loomis, Sayles & Company Experience September 2009 - April 2010
Job Municipal Portfolio Manager Associate at Eaton Vance
Industry Investment Management
Experience
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

Janet Sung, CFA Janet Sung, CFA Greater Boston Area Details
Janet Sung, CFA's Loomis, Sayles & Company Experience July 2001 - Present
Job Vice President at Loomis Sayles
Industry Investment Management
Experience
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

Chad Benson Chad Benson Buffalo/Niagara, New York Area Details
Chad Benson's Loomis, Sayles & Company Experience July 2011 - November 2011
Job iOS / CPU Tier 2 Senior Advisor at Apple
Industry Computer Hardware
Experience
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

Chip Bankes Chip Bankes Greater Boston Area Details
Chip Bankes's Loomis, Sayles & Company Experience May 2012 - Present
Job Vice President: Head of Trading Loomis, Sayles & Company
Industry Financial Services
Experience
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

Monya Khan Monya Khan Chattanooga, Tennessee Area Details
Monya Khan's Loomis, Sayles & Company Experience April 1988 - April 1990
Job Administrative Assistant in Academic Administration & Graduate Studies
Industry Higher Education
Experience
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

Courtney Eudaly, CFA Courtney Eudaly, CFA Greater New York City Area Details
Courtney Eudaly, CFA's Loomis, Sayles & Company Experience 1995 - 1998
Job Investment Advisor
Industry Investment Management
Experience
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

Bonfilio Frank Bonfilio Frank Providence, Rhode Island Area Details
Bonfilio Frank's Loomis, Sayles & Company Experience 2000 - 2009
Job ILC Paraprofessional JW Martin Elementary, North Attleboro, MA
Industry Sports
Experience
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

Nauman Khalil Nauman Khalil Dallas/Fort Worth Area Details
Nauman Khalil's Loomis, Sayles & Company Experience November 2010 - March 2013
Job System Engineer at Citi
Industry Information Technology and Services
Experience
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

John Aughavin John Aughavin Greater Boston Area Details
John Aughavin's Loomis, Sayles & Company Experience September 2006 - March 2008
Job Manager Partner Services at The Boston Consulting Group
Industry Management Consulting
Experience
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

Ledger Yu Ledger Yu Boston, Massachusetts Details
Ledger Yu's Loomis, Sayles & Company Experience July 2014 - Present
Job Quantitative Associate at Loomis, Sayles & Company
Industry Investment Management
Experience
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

DeeDee Walsh DeeDee Walsh Greater Boston Area Details
DeeDee Walsh's Loomis, Sayles & Company Experience March 1986 - Present
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Tom Fahey Tom Fahey Greater Boston Area Details
Tom Fahey's Loomis, Sayles & Company Experience May 2010 - Present
Job Global Macro Strategist at Loomis Sayles
Industry Investment Management
Experience
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

Charlie Kishpaugh Charlie Kishpaugh Greater Boston Area Details
Charlie Kishpaugh's Loomis, Sayles & Company Experience 2002 - Present
Job VP at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Lynne Royer Lynne Royer San Francisco Bay Area Details
Lynne Royer's Loomis, Sayles & Company Experience January 2010 - Present
Job Portfolio Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Greg Prisk Greg Prisk Greater Boston Area Details
Greg Prisk's Loomis, Sayles & Company Experience August 2001 - August 2003
Job Institutional Sales and Marketing Professional
Industry Investment Management
Experience
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

Meredith (McCormack) Pallone Meredith (McCormack) Pallone United States Details
Meredith (McCormack) Pallone's Loomis, Sayles & Company Experience October 2013 - Present
Job Research Associate at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Dozier L. Gardner Dozier L. Gardner Greater Boston Area Details
Dozier L. Gardner's Loomis, Sayles & Company Experience January 2001 - Present
Job VP / Senior Compliance Specialist at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Clay Beccue Clay Beccue Santa Barbara, California Details
Clay Beccue's Loomis, Sayles & Company Experience May 2011 - July 2013
Job Portfolio Officer at American Riviera Bank
Industry Banking
Experience
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

Nathan Yeung Nathan Yeung Boston, Massachusetts Details
Nathan Yeung's Loomis, Sayles & Company Experience April 2013 - April 2014
Job Quantitative Research Associate at Causeway Capital Management LLC
Industry Financial Services
Experience
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

Charles (Chuck) Schmidt Charles (Chuck) Schmidt Greater Detroit Area Details
Charles (Chuck) Schmidt's Loomis, Sayles & Company Experience January 1993 - January 2000
Job Portfolio Manager at Seizert Capital Partners
Industry Financial Services
Experience
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

Elijah Reese Elijah Reese Greater New York City Area Details
Elijah Reese's Loomis, Sayles & Company Experience 2005 - June 2010
Job Senior Analyst Fixed Income Manager Research
Industry Investment Management
Experience
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

Laurie Deaton, CFA Laurie Deaton, CFA Bellevue, Washington Details
Laurie Deaton, CFA's Loomis, Sayles & Company Experience April 2008 - July 2011
Job Director at Kayne Anderson Rudnick
Industry Investment Management
Experience
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

Jennifer Gavin Jennifer Gavin Greater Boston Area Details
Jennifer Gavin's Loomis, Sayles & Company Experience October 2013 - February 2015
Job Senior Fund Administrator at MaplesFS
Industry Financial Services
Experience
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

August Kurdt August Kurdt Greater Boston Area Details
August Kurdt's Loomis, Sayles & Company Experience June 2011 - Present
Job Operation Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
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

Richard Froio Richard Froio Newport Beach, California Details
Richard Froio's Loomis, Sayles & Company Experience March 1997 - April 1999
Job Deputy Chief Compliance Officer at PIMCO
Industry Investment Management
Experience
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

Eve Canton Eve Canton Greater Boston Area Details
Eve Canton's Loomis, Sayles & Company Experience May 2011 - Present
Job Administrative Assistant at Loomis, Sayles & Company, L.P.
Industry Investment Management
Experience
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

Edgardo Sternberg Edgardo Sternberg Boston, Massachusetts Details
Edgardo Sternberg's Loomis, Sayles & Company Experience May 2005 - Present
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Phil Fine Phil Fine Wellesley Hills, Massachusetts Details
Phil Fine's Loomis, Sayles & Company Experience July 1996 - March 2014
Job private investor
Industry Investment Management
Experience
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

Lee Rosenbaum Lee Rosenbaum Concord, Massachusetts Details
Lee Rosenbaum's Loomis, Sayles & Company Experience April 2013 - Present
Job Portfolio Manager/Global Equity Opportunities
Industry Investment Management
Experience
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

Andres F Henao Andres F Henao Boston, Massachusetts Details
Andres F Henao's Loomis, Sayles & Company Experience February 2010 - February 2012
Job Senior Business Analyst at SimCorp
Industry Information Technology and Services
Experience
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

Margaret Caswell Margaret Caswell Boston, Massachusetts Details
Margaret Caswell's Loomis, Sayles & Company Experience March 2014 - Present
Job Full Discretion Administrative Assistant at Loomis, Sayles & Company
Industry Investment Management
Experience
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

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