Wellington Management Company, LLP
Industry: Private investment management company
DescriptionWellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion. The firm serves as investment advisor to over 2,150 institutions in over 60 countries, as of 30 December 2017. Assets under management: 1 trillion USD (2017) CEO: Brendan Swords (Jul 1, 2014–) Headquarters: Boston, MA Number of employees: 2,227 (2017) Founder: Walter L. Morgan Founded: 1928, Philadelphia, PA
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Wellington Management Company, LLP Employees
Employee
Years
Job
Industry
Amanda Elsaesser Amanda Elsaesser's Wellington Management Company, LLP Experience May 2012 - Present
Job Compliance Analyst at Wellington Management Company LLP
Industry Financial Services
Experience
Wellington Management Company LLP May 2012 - Present
Wellington Management Company LLP January 2011 - May 2012
Ropes & Gray LLP July 2008 - December 2010
Davis White & Sullivan LLC June 2007 - March 2008
Skills
Legal Research, Litigation, Research, Courts, Lexis, Legal Writing, Risk Management, Management, Corporate Governance, Process Improvement, Investments, Westlaw, Derivatives, Securities, Fixed Income, Capital Markets, Due Diligence, Mutual Funds
Education
Suffolk University 2004 — 2008
Bachelor of Arts, Sociology
Abington High School 2000 — 2004
High School Diploma
Wellington Management Company LLP May 2012 - Present
Wellington Management Company LLP January 2011 - May 2012
Ropes & Gray LLP July 2008 - December 2010
Davis White & Sullivan LLC June 2007 - March 2008
Skills
Legal Research, Litigation, Research, Courts, Lexis, Legal Writing, Risk Management, Management, Corporate Governance, Process Improvement, Investments, Westlaw, Derivatives, Securities, Fixed Income, Capital Markets, Due Diligence, Mutual Funds
Education
Suffolk University 2004 — 2008
Bachelor of Arts, Sociology
Abington High School 2000 — 2004
High School Diploma
Nan Jurgelewicz Nan Jurgelewicz's Wellington Management Company, LLP Experience April 1996 - July 1998
Job Chapter Coordinator at Boston SIM
Industry Nonprofit Organization Management
Experience
Boston SIM September 2011 - Present
Boston SIM March 2011 - September 2011
Boston SIM August 2009 - December 2009
Computerworld 2001 - 2005
Arthur D. Little School of Management 1998 - 2001
Wellington Management Company, LLP April 1996 - July 1998
Skills
Training, Marketing, Team Building, Management, Recruiting, Project Management, Non-profits, Public Speaking, Event Planning, Advertising, Analysis, Community Outreach, Editing, Event Management, Fundraising, Human Resources, Market Research, Marketing Communications, Microsoft Office, Newsletters, Program Management, PowerPoint, Public Relations, Social Media, Social Networking
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts, English
Boston SIM September 2011 - Present
Boston SIM March 2011 - September 2011
Boston SIM August 2009 - December 2009
Computerworld 2001 - 2005
Arthur D. Little School of Management 1998 - 2001
Wellington Management Company, LLP April 1996 - July 1998
Skills
Training, Marketing, Team Building, Management, Recruiting, Project Management, Non-profits, Public Speaking, Event Planning, Advertising, Analysis, Community Outreach, Editing, Event Management, Fundraising, Human Resources, Market Research, Marketing Communications, Microsoft Office, Newsletters, Program Management, PowerPoint, Public Relations, Social Media, Social Networking
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts, English
Eileen Smiley Eileen Smiley's Wellington Management Company, LLP Experience February 2008 - August 2010
Job Investment management legal and compliance professional
Industry Investment Management
Experience
Hansberger Global Investors September 2010 - September 2014
Wellington Management Company, LLP February 2008 - August 2010
USAA January 2003 - December 2006
Morrison & Foerster, LLP January 1999 - January 2003
U.S. Securities and Exchange Commission December 1991 - December 1998
Skills
Asset Management, Securities, Hedge Funds, Corporate Law, Corporate Governance, Mutual Funds, Investment Management, Investments, Securities Regulation, Private Equity, Alternative Investments, Capital Markets, FINRA, Due Diligence, Investment Company Act
Education
University of California at Davis School of Law 1985 — 1988
Doctor of Law (J.D.)
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (B.A.), History
Hansberger Global Investors September 2010 - September 2014
Wellington Management Company, LLP February 2008 - August 2010
USAA January 2003 - December 2006
Morrison & Foerster, LLP January 1999 - January 2003
U.S. Securities and Exchange Commission December 1991 - December 1998
Skills
Asset Management, Securities, Hedge Funds, Corporate Law, Corporate Governance, Mutual Funds, Investment Management, Investments, Securities Regulation, Private Equity, Alternative Investments, Capital Markets, FINRA, Due Diligence, Investment Company Act
Education
University of California at Davis School of Law 1985 — 1988
Doctor of Law (J.D.)
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (B.A.), History
Peter Kelly-Joseph's Wellington Management Company, LLP Experience 2007 - 2009
Job Project Scientist at ESS Group, Inc.
Industry Environmental Services
Experience
ESS Group, Inc. August 2015 - Present
Tufts University October 2011 - August 2015
U.S. Environmental Protection Agency, U.S. Department of Energy May 2010 - October 2011
Wellington Management Company, LLP 2007 - 2009
Education
Tufts University 2009 — 2011
Master of
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
ESS Group, Inc. August 2015 - Present
Tufts University October 2011 - August 2015
U.S. Environmental Protection Agency, U.S. Department of Energy May 2010 - October 2011
Wellington Management Company, LLP 2007 - 2009
Education
Tufts University 2009 — 2011
Master of
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts
Timothy M. McDonough's Wellington Management Company, LLP Experience July 2005 - March 2008
Job IT / Account Manager at CPS (Correctional Psychiatric Services)
Industry Investment Management
Experience
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
Eric Koehler's Wellington Management Company, LLP Experience November 2006 - Present
Job Assistant Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management Company LLP November 2006 - Present
BISYS Fund Services (Citi Alternatives) January 2006 - October 2006
State Street January 2005 - December 2005
State Street January 2004 - December 2004
Skills
Microsoft Office, Adobe Acrobat, Mutual Funds, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Financial Reporting, Accounting, Outlook, Access, Equities, Bloomberg Terminal, Morningstar Direct, Mercer Insight MPA, Qvidian, RFI's, RFP's, Databases, Project Coordination
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Business/Marketing
Wellington Management Company LLP November 2006 - Present
BISYS Fund Services (Citi Alternatives) January 2006 - October 2006
State Street January 2005 - December 2005
State Street January 2004 - December 2004
Skills
Microsoft Office, Adobe Acrobat, Mutual Funds, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Financial Reporting, Accounting, Outlook, Access, Equities, Bloomberg Terminal, Morningstar Direct, Mercer Insight MPA, Qvidian, RFI's, RFP's, Databases, Project Coordination
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Business/Marketing
Emmanuel Ortega Emmanuel Ortega's Wellington Management Company, LLP Experience April 2012 - Present
Job Data Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Rachel Rottersman Rachel Rottersman's Wellington Management Company, LLP Experience May 1996 - September 1998
Job Administrator at Grace Lutheran Church
Industry Religious Institutions
Experience
Grace Lutheran Church August 2007 - Present
State Street Research September 1998 - January 2001
Wellington Management Company, LLP May 1996 - September 1998
Wellington Management Company, LLP 1996 - 1998
PerSeptive Biosystems February 1994 - May 1996
Thomson Financial Networks October 1989 - August 1990
STATES NEWS SERVICE August 1988 - August 1989
WASHINGTON DOCUMENT SERVICE BUREAU December 1985 - August 1988
Skills
Microsoft Excel, Microsoft Word, Volunteer Management, Technical Support, SQL, Databases
Education
Tufts University 1990 — 1992
Master of Science, Domestic Food Policy
The Johns Hopkins University 1981 — 1985
Bachelor of Arts, Economics major
University of Essex
year abroad, economics
Grace Lutheran Church August 2007 - Present
State Street Research September 1998 - January 2001
Wellington Management Company, LLP May 1996 - September 1998
Wellington Management Company, LLP 1996 - 1998
PerSeptive Biosystems February 1994 - May 1996
Thomson Financial Networks October 1989 - August 1990
STATES NEWS SERVICE August 1988 - August 1989
WASHINGTON DOCUMENT SERVICE BUREAU December 1985 - August 1988
Skills
Microsoft Excel, Microsoft Word, Volunteer Management, Technical Support, SQL, Databases
Education
Tufts University 1990 — 1992
Master of Science, Domestic Food Policy
The Johns Hopkins University 1981 — 1985
Bachelor of Arts, Economics major
University of Essex
year abroad, economics
True Brewster True Brewster's Wellington Management Company, LLP Experience May 2013 - December 2013
Job ALM Balance Sheet Analyst at State Street
Industry Financial Services
Experience
State Street July 2014 - Present
Wellington Management Company, LLP May 2013 - December 2013
Granite Telecommunications December 2012 - May 2013
Allied Barton Security Services June 2006 - May 2013
College Pro Painters October 2009 - September 2011
Federal Home Loan Bank of Boston June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, QRM, Data Analysis, Reports, Entrepreneurship, PowerPivot, Access, Outlook, Public Speaking, Team Building, Finance, Analysis, Financial Analysis, Risk Management, Financial Services, Bloomberg
Education
University of Massachusetts Boston
BA, Economics
State Street July 2014 - Present
Wellington Management Company, LLP May 2013 - December 2013
Granite Telecommunications December 2012 - May 2013
Allied Barton Security Services June 2006 - May 2013
College Pro Painters October 2009 - September 2011
Federal Home Loan Bank of Boston June 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Bloomberg Terminal, QRM, Data Analysis, Reports, Entrepreneurship, PowerPivot, Access, Outlook, Public Speaking, Team Building, Finance, Analysis, Financial Analysis, Risk Management, Financial Services, Bloomberg
Education
University of Massachusetts Boston
BA, Economics
Paul Brogna Paul Brogna's Wellington Management Company, LLP Experience December 2007 - Present
Job DJ & Founder of Mass Rhythm Entertainment
Industry Graphic Design
Experience
Wellington Management Company, LLP December 2007 - Present
Mass Rhythm Entertainment January 2014 - Present
DJ Brogs January 2002 - Present
Paul Brogna DBA Brogna Designs June 2007 - Present
University of Massachusetts Dartmouth, North Dartmouth, MA 2004 - 2007
Skills
Social Media, Microsoft Office, Advertising, Social Media Marketing, InDesign, Marketing Communications, Blogging, SEO, Access, Graphic Design, Online Marketing, Social Networking, Adobe Creative Suite, Posters, Brochures, Logo Design, Google Analytics
Education
University of Massachusetts Dartmouth 2003 — 2007
BFA, Graphic Design/Letterform
Malden Catholic High School
Wellington Management Company, LLP December 2007 - Present
Mass Rhythm Entertainment January 2014 - Present
DJ Brogs January 2002 - Present
Paul Brogna DBA Brogna Designs June 2007 - Present
University of Massachusetts Dartmouth, North Dartmouth, MA 2004 - 2007
Skills
Social Media, Microsoft Office, Advertising, Social Media Marketing, InDesign, Marketing Communications, Blogging, SEO, Access, Graphic Design, Online Marketing, Social Networking, Adobe Creative Suite, Posters, Brochures, Logo Design, Google Analytics
Education
University of Massachusetts Dartmouth 2003 — 2007
BFA, Graphic Design/Letterform
Malden Catholic High School
Sang Shin's Wellington Management Company, LLP Experience August 1998 - March 2005
Job Cofounder / CTO at Been
Industry Internet
Experience
Been, Inc. February 2013 - Present
Bridgewater Associates May 2012 - February 2013
McKinsey & Company March 2005 - May 2012
Wellington Management Company, LLP August 1998 - March 2005
Skills
Hedge Funds, Portfolio Management, Fixed Income, Asset Managment, Equities, Trading Systems, Derivatives, Vendor Management, Financial Services, Financial Modeling, Business Analysis, IT Strategy, Capital Markets, SDLC, Risk Management, Bloomberg, Investments, Valuation, Electronic Trading, Disaster Recovery, Alternative Investments, Emerging Markets, Private Equity, Venture Capital, Asset Management
Education
Tufts University 1992 — 1996
BS, Economics and Environmental Studies
International School of Manila
High School Diploma, Economics
Been, Inc. February 2013 - Present
Bridgewater Associates May 2012 - February 2013
McKinsey & Company March 2005 - May 2012
Wellington Management Company, LLP August 1998 - March 2005
Skills
Hedge Funds, Portfolio Management, Fixed Income, Asset Managment, Equities, Trading Systems, Derivatives, Vendor Management, Financial Services, Financial Modeling, Business Analysis, IT Strategy, Capital Markets, SDLC, Risk Management, Bloomberg, Investments, Valuation, Electronic Trading, Disaster Recovery, Alternative Investments, Emerging Markets, Private Equity, Venture Capital, Asset Management
Education
Tufts University 1992 — 1996
BS, Economics and Environmental Studies
International School of Manila
High School Diploma, Economics
Danielle B. Tierney Danielle B. Tierney's Wellington Management Company, LLP Experience August 2006 - November 2009
Job Senior Analyst at Aite Group, Emerging Markets Structure
Industry Financial Services
Experience
Aite Group December 2010 - Present
Jefferies and Company, Inc November 2009 - October 2010
Wellington Management Company, LLP August 2006 - November 2009
Skills
Financial Modeling, Industry Research, Macroeconomics, Research, Equities, Capital Markets, Emerging Markets, Financial Services, Finance, Portfolio Management, Asset Managment, Derivatives, FX Options, Equity Research, Valuation, Investments, Analysis, Economics, Risk Management, Investment Strategies, Fixed Income, Corporate Finance, Asset Management, Bloomberg, Financial Markets, Public Speaking
Education
University of California, Berkeley 2002 — 2005
Bachelor, Political Science
Aite Group December 2010 - Present
Jefferies and Company, Inc November 2009 - October 2010
Wellington Management Company, LLP August 2006 - November 2009
Skills
Financial Modeling, Industry Research, Macroeconomics, Research, Equities, Capital Markets, Emerging Markets, Financial Services, Finance, Portfolio Management, Asset Managment, Derivatives, FX Options, Equity Research, Valuation, Investments, Analysis, Economics, Risk Management, Investment Strategies, Fixed Income, Corporate Finance, Asset Management, Bloomberg, Financial Markets, Public Speaking
Education
University of California, Berkeley 2002 — 2005
Bachelor, Political Science
Jessamyn Larrabee Norton, CFA Jessamyn Larrabee Norton, CFA's Wellington Management Company, LLP Experience October 2000 - August 2004
Job
Industry Investment Management
Experience
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
SPINNAKER TRUST April 2011 - Present
Fidelity Investments November 2007 - July 2011
The Boston Company Asset Management, LLC July 2006 - November 2007
Citi March 2006 - June 2006
Ariel Capital Management May 2005 - September 2005
WELLINGTON MANAGEMENT COMPANY, LLP October 2000 - August 2004
WELLINGTON MANAGEMENT COMPANY August 1999 - October 2000
Skills
Investments, Equities, Equity Research, Emerging Markets, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Financial Modeling, Quantitative Finance, Due Diligence, Trading, Competitive Analysis, Investment Management, Wealth Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
Wheaton College (MA) 1995 — 1999
B.A.
Bonny Eagle 1992 — 1996
Gina DiMento Gina DiMento's Wellington Management Company, LLP Experience May 1998 - October 2005
Job Compliance Officer and Counsel
Industry Financial Services
Experience
Point 72 Asset Management May 2011 - Present
AGS Law Group December 2010 - May 2011
PAR Capital Management, Inc. October 2005 - December 2010
Wellington Management Company, LLP May 1998 - October 2005
State Street Bank September 1996 - May 1998
Skills
Hedge Funds, Private Equity, Compliance, Investment Advisory, Private Placements, Bank loan syndication..., Equities, Mutual Funds, Due Diligence, Asset Management, Securities, Securities Regulation, Capital Markets, Management, Alternative Investments
Education
Suffolk University Law School 2002 — 2006
Doctor of Law (J.D.), Finance and Financial Management Services
University of Vermont 1991 — 1995
Bachelor of Arts (B.A.), Business and Merchandising
Point 72 Asset Management May 2011 - Present
AGS Law Group December 2010 - May 2011
PAR Capital Management, Inc. October 2005 - December 2010
Wellington Management Company, LLP May 1998 - October 2005
State Street Bank September 1996 - May 1998
Skills
Hedge Funds, Private Equity, Compliance, Investment Advisory, Private Placements, Bank loan syndication..., Equities, Mutual Funds, Due Diligence, Asset Management, Securities, Securities Regulation, Capital Markets, Management, Alternative Investments
Education
Suffolk University Law School 2002 — 2006
Doctor of Law (J.D.), Finance and Financial Management Services
University of Vermont 1991 — 1995
Bachelor of Arts (B.A.), Business and Merchandising
Diane Stotz Diane Stotz's Wellington Management Company, LLP Experience 2003 - 2005
Job Lead System Analyst at Wellington Management, LLP
Industry Financial Services
Experience
Wellington Management 2005 - Present
Wellington Management Comany, LLP 1993 - 2007
Wellington Management Company, LLP 2003 - 2005
Ferranti International 1986 - 1992
Skills
Disaster Recovery, Business Continuity, Solaris, Replication, Vendor Management, Storage, Storage Area Networks, Data Center, Cloud Computing, Integration, Windows Server, Clariion, System Administration, SDLC, IT Management, Unix, Virtualization, Active Directory, Enterprise Architecture, SAN, VMware, Servers, Business Analysis, Server Architecture, IT Strategy, IT Operations, High Availability, ITIL, Infrastructure
Education
Hacum Jr. College
Associate's Degree, Special Education and Teaching
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management 2005 - Present
Wellington Management Comany, LLP 1993 - 2007
Wellington Management Company, LLP 2003 - 2005
Ferranti International 1986 - 1992
Skills
Disaster Recovery, Business Continuity, Solaris, Replication, Vendor Management, Storage, Storage Area Networks, Data Center, Cloud Computing, Integration, Windows Server, Clariion, System Administration, SDLC, IT Management, Unix, Virtualization, Active Directory, Enterprise Architecture, SAN, VMware, Servers, Business Analysis, Server Architecture, IT Strategy, IT Operations, High Availability, ITIL, Infrastructure
Education
Hacum Jr. College
Associate's Degree, Special Education and Teaching
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Shakira MacLyons's Wellington Management Company, LLP Experience August 2004 - July 2007
Job Marketing Consultant
Industry Marketing and Advertising
Experience
The Z Spot Boston September 2012 - Present
Communispace Corporation September 2011 - July 2014
Hill Holliday June 2011 - August 2011
Hill Holliday May 2008 - June 2011
Hill Holliday July 2007 - May 2008
Wellington Management Company, LLP August 2004 - July 2007
Boston Symphony Orchestra January 2003 - July 2004
Liberty Mutual June 2003 - August 2003
Skills
Customer Insight, Market Research, Qualitative Research, Marketing, Consumer Behaviour, Social Media Marketing, Quantitative Research, Social Media, Project Management, Advertising, Strategy, Advertising Research, Survey Design, Financial Services, Event Planning, Marketing Communications, Research Project..., Consumer Behavior, Strategic Planning, Consumer Insights, Community Management, Vendor Relations, Shopper Marketing, Hispanic Marketing, Client Services, New Business Development, Budget Management, Global Strategy, Fundraising, Community Outreach
Education
University of Massachusetts Boston 2000 — 2004
Bachelor of Science, Management, Marketing
Snowden International High School 1996 — 2000
International Studies, Chinese
The Z Spot Boston September 2012 - Present
Communispace Corporation September 2011 - July 2014
Hill Holliday June 2011 - August 2011
Hill Holliday May 2008 - June 2011
Hill Holliday July 2007 - May 2008
Wellington Management Company, LLP August 2004 - July 2007
Boston Symphony Orchestra January 2003 - July 2004
Liberty Mutual June 2003 - August 2003
Skills
Customer Insight, Market Research, Qualitative Research, Marketing, Consumer Behaviour, Social Media Marketing, Quantitative Research, Social Media, Project Management, Advertising, Strategy, Advertising Research, Survey Design, Financial Services, Event Planning, Marketing Communications, Research Project..., Consumer Behavior, Strategic Planning, Consumer Insights, Community Management, Vendor Relations, Shopper Marketing, Hispanic Marketing, Client Services, New Business Development, Budget Management, Global Strategy, Fundraising, Community Outreach
Education
University of Massachusetts Boston 2000 — 2004
Bachelor of Science, Management, Marketing
Snowden International High School 1996 — 2000
International Studies, Chinese
Antonio Trabocchi, CFA's Wellington Management Company, LLP Experience October 2004 - Present
Job Equity Analyst, Wellington Management Company LLP
Industry Financial Services
Experience
Wellington Management Company LLP October 2004 - Present
Gucci Group May 1998 - September 2004
Education
Università degli Studi di Firenze 1992 — 1998
Graduate, Business Administration
Wellington Management Company LLP October 2004 - Present
Gucci Group May 1998 - September 2004
Education
Università degli Studi di Firenze 1992 — 1998
Graduate, Business Administration
Daniel Cameron's Wellington Management Company, LLP Experience May 2012 - Present
Job Senior Security Engineer (Assistant Vice President) at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP May 2012 - Present
Cambridge Health Alliance November 1997 - April 2012
Education
Suffolk University - Sawyer Business School
Bachelor of Science in Business Administration, Computer Information Systems and Finance, 3.74
Wellington Management Company, LLP May 2012 - Present
Cambridge Health Alliance November 1997 - April 2012
Education
Suffolk University - Sawyer Business School
Bachelor of Science in Business Administration, Computer Information Systems and Finance, 3.74
Sharyn Itao's Wellington Management Company, LLP Experience July 2000 - June 2008
Job Legal Operations and Contracts Program Manager at Omgeo
Industry Legal Services
Experience
Omgeo November 2008 - Present
Wellington Management Company, LLP July 2000 - June 2008
Skills
Compliance, Contract Negotiation, Program Management, Analysis, Customer Relations, Project Planning, Documentation, Negotiation, Microsoft Office, Software Documentation, Hedge Funds, Securities, Customer Service, Capital Markets, Derivatives, Fixed Income, Financial Services, Risk Management, Asset Management, Equities, Management
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Legal Studies
Omgeo November 2008 - Present
Wellington Management Company, LLP July 2000 - June 2008
Skills
Compliance, Contract Negotiation, Program Management, Analysis, Customer Relations, Project Planning, Documentation, Negotiation, Microsoft Office, Software Documentation, Hedge Funds, Securities, Customer Service, Capital Markets, Derivatives, Fixed Income, Financial Services, Risk Management, Asset Management, Equities, Management
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Legal Studies
Robert A. Rodriguez CFA's Wellington Management Company, LLP Experience December 1995 - January 2011
Job Strategic Leader | Investment Manager | Business Builder | Asset Allocation Strategist ► Financial & Operational Results
Industry Executive Office
Experience
RAR Advisors 2011 - Present
Wellington Management Company, LLP December 1995 - January 2011
U.S. Department of Labor 1993 - 1995
Development Alternatives 1992 - 1993
William Kent International 1987 - 1990
United States Peace Corps 1982 - 1986
Skills
Investment Management, Strategy, Asset Allocation, Investments, Public Speaking, Strategic Planning, Portfolio Management, Asset Management, Institutional..., Non-profit Leadership, Organizational..., Cross-functional Team..., Business Development, Alternative Investments, Fundraising, Hedge Funds, Cross Cultural..., Economic Research, Relationship Management, Non-profit Board..., Emerging Markets, Equities, Social Entrepreneurship, Private Equity, Valuation, Organizational..., Financial Modeling, Public Policy, Asset Managment, Equity Research, Venture Capital, Privatization, Nonprofits, Client Education, Economic Forecasting, Impact Investing, Presentations, Capital Markets, Investment Strategies, Financial Analysis, Treasurer, Mutual Funds, Fixed Income, Endowments, Commercialization, Philanthropic..., Research, Macroeconomics, Marketing, Operational Efficiency
Education
Harvard Kennedy School
Master of Public Policy, Finance & Privatization, honors
CFA Institute
Certification, Chartered Financial Analyst
University of Illinois at Urbana-Champaign
B.S., Psychology & Pre-Med
Grub Street
Writing Seminar
Ariel Group
Acting skills-based Public Speaking program
Center for Creative Leadership
Staff and Leadership Development Program
RAR Advisors 2011 - Present
Wellington Management Company, LLP December 1995 - January 2011
U.S. Department of Labor 1993 - 1995
Development Alternatives 1992 - 1993
William Kent International 1987 - 1990
United States Peace Corps 1982 - 1986
Skills
Investment Management, Strategy, Asset Allocation, Investments, Public Speaking, Strategic Planning, Portfolio Management, Asset Management, Institutional..., Non-profit Leadership, Organizational..., Cross-functional Team..., Business Development, Alternative Investments, Fundraising, Hedge Funds, Cross Cultural..., Economic Research, Relationship Management, Non-profit Board..., Emerging Markets, Equities, Social Entrepreneurship, Private Equity, Valuation, Organizational..., Financial Modeling, Public Policy, Asset Managment, Equity Research, Venture Capital, Privatization, Nonprofits, Client Education, Economic Forecasting, Impact Investing, Presentations, Capital Markets, Investment Strategies, Financial Analysis, Treasurer, Mutual Funds, Fixed Income, Endowments, Commercialization, Philanthropic..., Research, Macroeconomics, Marketing, Operational Efficiency
Education
Harvard Kennedy School
Master of Public Policy, Finance & Privatization, honors
CFA Institute
Certification, Chartered Financial Analyst
University of Illinois at Urbana-Champaign
B.S., Psychology & Pre-Med
Grub Street
Writing Seminar
Ariel Group
Acting skills-based Public Speaking program
Center for Creative Leadership
Staff and Leadership Development Program
Stephen McVay's Wellington Management Company, LLP Experience 2001 - August 2008
Job M2 Capital LLC
Industry Investment Management
Experience
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
Patrick Eastwood's Wellington Management Company, LLP Experience February 1996 - Present
Job Director Client Integration & Administration, Managing Director at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management Company LLP February 1996 - Present
JP Morgan 1992 - 1996
Scudder Stevens & Clark November 1987 - December 1992
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science, Economics
Wellington Management Company LLP February 1996 - Present
JP Morgan 1992 - 1996
Scudder Stevens & Clark November 1987 - December 1992
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science, Economics
Prim Mitchell, CFA's Wellington Management Company, LLP Experience March 2006 - December 2008
Job Senior Performance Analyst at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments August 2014 - Present
John Hancock Funds February 2009 - August 2014
Wellington Management Company, LLP March 2006 - December 2008
JP Morgan Chase 2002 - 2006
JP Morgan Chase 1999 - 2002
JP Morgan Chase 1996 - 1999
Education
University of Rhode Island
MBA, Finance
John Hancock Investments August 2014 - Present
John Hancock Funds February 2009 - August 2014
Wellington Management Company, LLP March 2006 - December 2008
JP Morgan Chase 2002 - 2006
JP Morgan Chase 1999 - 2002
JP Morgan Chase 1996 - 1999
Education
University of Rhode Island
MBA, Finance
Charlene Cullinane's Wellington Management Company, LLP Experience September 2007 - December 2008
Job Executive Assistant III
Industry Insurance
Experience
Liberty Mutual Insurance September 2013 - Present
Boston Children's Hospital October 2010 - September 2013
Wellington Management Company LLP September 2007 - December 2008
Wellington Management December 2006 - September 2007
Skills
Marketing, Social Media, Event Planning, Microsoft Office, Email Marketing, Retail Sales, Retail Buying, Wholesale Purchasing, International Shipping, International Sales, Credit Card Transaction..., Website Updating, Website Promotion, Expos, Magento, Ansos, Training, Access, Microsoft Excel, Management, Customer Service, Time Management, Social Networking, Microsoft Word, Facebook, PowerPoint, Public Speaking
Education
Suffolk University
Bachelor of Business Administration (BBA), International/Global Studies
Liberty Mutual Insurance September 2013 - Present
Boston Children's Hospital October 2010 - September 2013
Wellington Management Company LLP September 2007 - December 2008
Wellington Management December 2006 - September 2007
Skills
Marketing, Social Media, Event Planning, Microsoft Office, Email Marketing, Retail Sales, Retail Buying, Wholesale Purchasing, International Shipping, International Sales, Credit Card Transaction..., Website Updating, Website Promotion, Expos, Magento, Ansos, Training, Access, Microsoft Excel, Management, Customer Service, Time Management, Social Networking, Microsoft Word, Facebook, PowerPoint, Public Speaking
Education
Suffolk University
Bachelor of Business Administration (BBA), International/Global Studies
Heather Calderwood's Wellington Management Company, LLP Experience June 2014 - Present
Job Manager, Derivative Operations at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Gloria Lacek's Wellington Management Company, LLP Experience 2004 - 2009
Job Management Associate, Research Operations at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
David Horie, CFA's Wellington Management Company, LLP Experience February 2004 - December 2006
Job Equity Research Analyst at RS Investment Management
Industry Investment Management
Experience
RS Investment Management 2013 - Present
JG Partners 2011 - 2013
Nomura New York 2007 - 2011
Wellington Management Company, LLP February 2004 - December 2006
McKinsey & Company, Inc. 1998 - 2002
Ministry of Finance 1996 - 1998
Education
University of London 2002 — 2003
MS
University of California, Los Angeles 1994 — 1996
Business Administration
RS Investment Management 2013 - Present
JG Partners 2011 - 2013
Nomura New York 2007 - 2011
Wellington Management Company, LLP February 2004 - December 2006
McKinsey & Company, Inc. 1998 - 2002
Ministry of Finance 1996 - 1998
Education
University of London 2002 — 2003
MS
University of California, Los Angeles 1994 — 1996
Business Administration
Rebecca McMahon's Wellington Management Company, LLP Experience May 2006 - December 2008
Job Officer, Business Support Manager Global Risk Analytics
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America June 2012 - August 2015
Bank of America/Compass Group May 2011 - June 2012
Wells Fargo Insurance Services November 2010 - May 2011
Cambridge Associates, LLC September 2009 - September 2010
Massachusetts General Hospital for Children February 2009 - September 2009
Wellington Management Company, LLP May 2006 - December 2008
State Street Corporation December 2003 - May 2006
Skills
Event Planning, Meeting Planning, Fine Dining, Scheduling, Contract Management, Logistics, Compliance, Team Supervision, Accounting, Process Improvement, Management, Process Scheduler, Supervising, Budgets, Interviews, Human Resources, Recruiting, Training, Teamwork, Project Management, Negotiation, Employee Relations, Finance, Leadership
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communication
Bank of America August 2015 - Present
Bank of America June 2012 - August 2015
Bank of America/Compass Group May 2011 - June 2012
Wells Fargo Insurance Services November 2010 - May 2011
Cambridge Associates, LLC September 2009 - September 2010
Massachusetts General Hospital for Children February 2009 - September 2009
Wellington Management Company, LLP May 2006 - December 2008
State Street Corporation December 2003 - May 2006
Skills
Event Planning, Meeting Planning, Fine Dining, Scheduling, Contract Management, Logistics, Compliance, Team Supervision, Accounting, Process Improvement, Management, Process Scheduler, Supervising, Budgets, Interviews, Human Resources, Recruiting, Training, Teamwork, Project Management, Negotiation, Employee Relations, Finance, Leadership
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communication
Wellington Management
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC