Essex Investment Management
Industry: Company
DescriptionHeadquarters: South Boston, Boston, MA Founded: 1976 Parent organization: Affiliated Managers GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportEssex Investment Management Co LLCWebsiteDirections Saved (0) Saved Save Financial planner in Evanston, Illinois Address: 1603 Orrington Ave #950, Evanston, IL 60201 Phone: (847) 563-5600: : Place name: : : Hours: Website: : Category: : Website: http://www.essexinvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Essex Investment Management Co LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Essex Investment Management Employees
Employee
Years
Job
Industry
Jessica Croll Jessica Croll's Essex Investment Management Experience May 2007 - August 2007
Job Entrepreneur
Industry Nonprofit Organization Management
Experience
The Kitchen Community May 2011 - March 2014
New Hope Natural Media January 2011 - June 2011
Essex Investment Management May 2007 - August 2007
Aureus Asset Management May 2005 - August 2005
Skills
Valuation, Management, Portfolio Management, Analysis, Investments, Market Research, Research, Sales
Education
Cornell University 2006 — 2009
B.A., Business and Art History
The Kitchen Community May 2011 - March 2014
New Hope Natural Media January 2011 - June 2011
Essex Investment Management May 2007 - August 2007
Aureus Asset Management May 2005 - August 2005
Skills
Valuation, Management, Portfolio Management, Analysis, Investments, Market Research, Research, Sales
Education
Cornell University 2006 — 2009
B.A., Business and Art History
Arend Pryor Arend Pryor's Essex Investment Management Experience August 2003 - November 2004
Job Business Analyst at GeoVera Holdings, Inc.
Industry Insurance
Experience
GeoVera Holdings, Inc. April 2011 - Present
American Cancer Society July 2008 - August 2012
Copart February 2008 - April 2011
SRO Napa November 2004 - February 2008
Essex Investment Management August 2003 - November 2004
H5 February 2001 - December 2002
Gold Techology May 1998 - February 2001
Skills
Visio, Software Documentation, Business Intelligence, IBM iSeries, SDLC, Integration, Process Improvement, SQL, Analysis, Business Analysis, Databases, Software Project..., Project Management, Requirements Gathering, Troubleshooting, HTML, Agile Methodologies, XML, Quality Assurance, Oracle, Access, Testing, Business Process, Program Management, Leadership, Windows, Networking, Requirements Analysis, Software Development, Management, Project Planning, Training, Database Design, Vendor Management, Systems Analysis, Agile Project Management, User Acceptance Testing, SharePoint, Disaster Recovery, Web Applications, Data Analysis, MS Project, Microsoft SQL Server, Technical Support, ERP, Data Warehousing, Business Process..., Business Requirements, Data Modeling, IT Management
Education
University of Phoenix 2004 — 2006
B.S., Business Administration
Insurance Educational Association (IEA) 2005 — 2005
Certificate, Fire and Casualty Broker-Agent License Training
Learn IT 2003 — 2003
Certificate, Microsoft Access Training
Heald College 2002 — 2002
Certificate, MCSE Certification Track
ITT Technical Institute 1993 — 1995
AAS, Electronics Engineering
GeoVera Holdings, Inc. April 2011 - Present
American Cancer Society July 2008 - August 2012
Copart February 2008 - April 2011
SRO Napa November 2004 - February 2008
Essex Investment Management August 2003 - November 2004
H5 February 2001 - December 2002
Gold Techology May 1998 - February 2001
Skills
Visio, Software Documentation, Business Intelligence, IBM iSeries, SDLC, Integration, Process Improvement, SQL, Analysis, Business Analysis, Databases, Software Project..., Project Management, Requirements Gathering, Troubleshooting, HTML, Agile Methodologies, XML, Quality Assurance, Oracle, Access, Testing, Business Process, Program Management, Leadership, Windows, Networking, Requirements Analysis, Software Development, Management, Project Planning, Training, Database Design, Vendor Management, Systems Analysis, Agile Project Management, User Acceptance Testing, SharePoint, Disaster Recovery, Web Applications, Data Analysis, MS Project, Microsoft SQL Server, Technical Support, ERP, Data Warehousing, Business Process..., Business Requirements, Data Modeling, IT Management
Education
University of Phoenix 2004 — 2006
B.S., Business Administration
Insurance Educational Association (IEA) 2005 — 2005
Certificate, Fire and Casualty Broker-Agent License Training
Learn IT 2003 — 2003
Certificate, Microsoft Access Training
Heald College 2002 — 2002
Certificate, MCSE Certification Track
ITT Technical Institute 1993 — 1995
AAS, Electronics Engineering
Jennifer Shalala's Essex Investment Management Experience June 2002 - June 2006
Job Executive Assistant
Industry Financial Services
Experience
Macquarie Group December 2014 - Present
First Act Inc. December 2010 - November 2014
Bain Capital August 2006 - September 2010
Essex Investment Management June 2002 - June 2006
Testa, Hurwitz & Thibeault, LLP May 2000 - June 2002
Harter Secrest & Emery LLP December 1998 - December 1999
Skills
Administrative..., Customer Service, Time Management, Calendaring, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Travel Planning, Relationship Building, Office Management, Event Planning, Spreadsheets, Editing, Expense Management, Bloomberg, QuickBooks, Online Research, Leadership, Social Media
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Photography/Graphic Design
Macquarie Group December 2014 - Present
First Act Inc. December 2010 - November 2014
Bain Capital August 2006 - September 2010
Essex Investment Management June 2002 - June 2006
Testa, Hurwitz & Thibeault, LLP May 2000 - June 2002
Harter Secrest & Emery LLP December 1998 - December 1999
Skills
Administrative..., Customer Service, Time Management, Calendaring, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Travel Planning, Relationship Building, Office Management, Event Planning, Spreadsheets, Editing, Expense Management, Bloomberg, QuickBooks, Online Research, Leadership, Social Media
Education
State University of New York College at Plattsburgh
Bachelor's Degree, Photography/Graphic Design
Andrew Schollaert's Essex Investment Management Experience July 2011 - August 2012
Job
Industry Investment Management
Experience
State Street May 2013 - Present
SCS Financial July 2012 - January 2013
Essex Investment Management July 2011 - August 2012
MFS Investment Management July 2010 - December 2010
Skills
Trading, Valuation, Microsoft Office, Alternative Investments, Series 7, Investment Strategies, Economics, Hedge Funds, Fixed Income, Derivatives, Investments, Financial Modeling, Equities, Bloomberg, ETFs, Portfolio Management, Equity Research, Private Equity, Investment Management
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance
Singapore American School
State Street May 2013 - Present
SCS Financial July 2012 - January 2013
Essex Investment Management July 2011 - August 2012
MFS Investment Management July 2010 - December 2010
Skills
Trading, Valuation, Microsoft Office, Alternative Investments, Series 7, Investment Strategies, Economics, Hedge Funds, Fixed Income, Derivatives, Investments, Financial Modeling, Equities, Bloomberg, ETFs, Portfolio Management, Equity Research, Private Equity, Investment Management
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance
Singapore American School
Daniel Flight Daniel Flight's Essex Investment Management Experience January 2013 - Present
Job Corporate Accounting Manager at Essex Investment Management
Industry Accounting
Experience
Essex Investment Management January 2013 - Present
Eaton Vance October 2011 - December 2012
Citizens Financial Group June 2010 - September 2010
Skills
Accounting, Month End Close, General Ledger, Cash Reporting, Account Reconciliation, Accounts..., Journal Entries, Accruals, Microsoft Excel, Essbase, SAP, Peachtree, Sarbanes-Oxley, Variance Analysis, Commentary, Financial Reporting, Fixed Assets, Financial Audits, Sage FAS, Corporate Finance, Concur, Client Billing, Eagle PACE, Bank Reconciliation, P&L Analysis
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's, Accounting Major with a Minor in Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Essex Investment Management January 2013 - Present
Eaton Vance October 2011 - December 2012
Citizens Financial Group June 2010 - September 2010
Skills
Accounting, Month End Close, General Ledger, Cash Reporting, Account Reconciliation, Accounts..., Journal Entries, Accruals, Microsoft Excel, Essbase, SAP, Peachtree, Sarbanes-Oxley, Variance Analysis, Commentary, Financial Reporting, Fixed Assets, Financial Audits, Sage FAS, Corporate Finance, Concur, Client Billing, Eagle PACE, Bank Reconciliation, P&L Analysis
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's, Accounting Major with a Minor in Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Erich Koenig Erich Koenig's Essex Investment Management Experience July 2011 - August 2011
Job Graduate Intern at JLL
Industry Higher Education
Experience
Jones Lang LaSalle October 2014 - January 2015
Colliers International June 2014 - October 2014
Essex Investment Management July 2011 - August 2011
Skills
Microsoft Excel, QuickBooks
Education
Georgetown University 2013 — 2015
Master's Degree, Real Estate Finance, 3.9
University of California, Santa Cruz 2009 — 2013
Bachelor's degree, Economics, 3.5
Jones Lang LaSalle October 2014 - January 2015
Colliers International June 2014 - October 2014
Essex Investment Management July 2011 - August 2011
Skills
Microsoft Excel, QuickBooks
Education
Georgetown University 2013 — 2015
Master's Degree, Real Estate Finance, 3.9
University of California, Santa Cruz 2009 — 2013
Bachelor's degree, Economics, 3.5
Michael DeVirgilio Michael DeVirgilio's Essex Investment Management Experience June 2009 - August 2009
Job Sales at Accardi Foods
Industry Food & Beverages
Experience
Accardi foods September 2014 - Present
WB Mason June 2011 - September 2014
John Accardi and Sons September 2010 - June 2011
Essex Investment Management June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Office, Outlook, Microsoft Dynamics, Data Analysis, Market Analysis, Project Management, Negotiation, Training, Vendor Relationships, Vendor Management, Communication, Team Leadership, Analysis, Forecasting
Education
Stonehill College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Accardi foods September 2014 - Present
WB Mason June 2011 - September 2014
John Accardi and Sons September 2010 - June 2011
Essex Investment Management June 2009 - August 2009
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Office, Outlook, Microsoft Dynamics, Data Analysis, Market Analysis, Project Management, Negotiation, Training, Vendor Relationships, Vendor Management, Communication, Team Leadership, Analysis, Forecasting
Education
Stonehill College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Nathaniel Katz Nathaniel Katz's Essex Investment Management Experience March 1997 - June 1997
Job Senior Director, Corporate Finance & Planning at EnerNOC
Industry Financial Services
Experience
Boston University School of Management August 2008 - January 2011
Citizens Energy Corporation 2009 - 2009
EF Education December 2006 - July 2008
EF Education First 2006 - 2008
EF Educational Tours April 2004 - November 2006
Susquehanna International Group August 2001 - June 2003
Putnam Investments June 2000 - August 2000
Essex Investment Management March 1997 - June 1997
Skills
Financial Modeling, Budget Management, Database Management, Accounting, Capital Budgeting, Analysis, Budgets, Process Improvement, Database Admin, Financial Analysis, Business Process..., Risk Management, Data Analysis, Corporate Finance
Education
Boston University - School of Management 2008 — 2010
MS-MBA
Emory University - Goizueta Business School 1997 — 2001
BBA, Finance
Boston University School of Management August 2008 - January 2011
Citizens Energy Corporation 2009 - 2009
EF Education December 2006 - July 2008
EF Education First 2006 - 2008
EF Educational Tours April 2004 - November 2006
Susquehanna International Group August 2001 - June 2003
Putnam Investments June 2000 - August 2000
Essex Investment Management March 1997 - June 1997
Skills
Financial Modeling, Budget Management, Database Management, Accounting, Capital Budgeting, Analysis, Budgets, Process Improvement, Database Admin, Financial Analysis, Business Process..., Risk Management, Data Analysis, Corporate Finance
Education
Boston University - School of Management 2008 — 2010
MS-MBA
Emory University - Goizueta Business School 1997 — 2001
BBA, Finance
Sarah Kanwal's Essex Investment Management Experience October 2006 - January 2012
Job Investment Analyst at CT Mason Inc.
Industry Investment Management
Experience
CT Mason Inc. January 2015 - Present
Essex Investment Management October 2006 - January 2012
Putnam Investments July 2005 - October 2006
Putnam Investments October 2001 - July 2005
Renaissance Worldwide July 1999 - September 2001
Skills
Investments, Equity Research, Equities, Alternative Investments, Financial Modeling
Education
Brandeis University
Master of Science (M.S.), International Finance
College of the Holy Cross
Bachelor of Science (BS), History
CT Mason Inc. January 2015 - Present
Essex Investment Management October 2006 - January 2012
Putnam Investments July 2005 - October 2006
Putnam Investments October 2001 - July 2005
Renaissance Worldwide July 1999 - September 2001
Skills
Investments, Equity Research, Equities, Alternative Investments, Financial Modeling
Education
Brandeis University
Master of Science (M.S.), International Finance
College of the Holy Cross
Bachelor of Science (BS), History
Kyle Woodlock Kyle Woodlock's Essex Investment Management Experience May 2015 - August 2015
Job Summer Analyst at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management May 2015 - August 2015
Goldman Sachs October 2014 - October 2014
Performance Architects, Inc. May 2014 - August 2014
Office of Student Affairs, College of the Holy Cross October 2013 - June 2014
Skills
PowerPoint, Bloomberg, Portfolio Management, Microsoft Excel, Eagle PACE, Public Speaking, Salesforce.com, Account Reconciliation, Financial Accounting, DCF Valuation, Equity Research
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.)
Wells High School 2009 — 2012
High Honors
Essex Investment Management May 2015 - August 2015
Goldman Sachs October 2014 - October 2014
Performance Architects, Inc. May 2014 - August 2014
Office of Student Affairs, College of the Holy Cross October 2013 - June 2014
Skills
PowerPoint, Bloomberg, Portfolio Management, Microsoft Excel, Eagle PACE, Public Speaking, Salesforce.com, Account Reconciliation, Financial Accounting, DCF Valuation, Equity Research
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.)
Wells High School 2009 — 2012
High Honors
Jonathan Sammarco's Essex Investment Management Experience September 2010 - December 2010
Job Structured Finance Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
RSA The Security Division of EMC June 2012 - July 2014
G2 Capital Advisors August 2011 - April 2012
Essex Investment Management September 2010 - December 2010
AEW Capital Management June 2009 - March 2010
Skills
Market Research, Start-ups, Mergers, Program Management, Bloomberg, Leadership, Finance, Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Securities, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Investments
U.S. Bank July 2014 - Present
RSA The Security Division of EMC June 2012 - July 2014
G2 Capital Advisors August 2011 - April 2012
Essex Investment Management September 2010 - December 2010
AEW Capital Management June 2009 - March 2010
Skills
Market Research, Start-ups, Mergers, Program Management, Bloomberg, Leadership, Finance, Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Securities, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Investments
Angela Sherwood's Essex Investment Management Experience 1999 - 2002
Job Registered Nurse at Brockton Hospital
Industry Hospital & Health Care
Experience
Signature Healthcar - Brockton Hospital October 2013 - Present
Signature Healthcare - Brockton Hospital July 2008 - October 2013
Essex Investment Management 1999 - 2002
Skills
Registered Nurses, Nursing Care, Healthcare, BLS
Education
Curry College 2013 — 2015
Bachelor's degree, Nursing Science
Massasoit Community College 2011 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
University of Pittsburgh-Johnstown 1987 — 1992
Bachelor of Arts (BA), Communication, General
Signature Healthcar - Brockton Hospital October 2013 - Present
Signature Healthcare - Brockton Hospital July 2008 - October 2013
Essex Investment Management 1999 - 2002
Skills
Registered Nurses, Nursing Care, Healthcare, BLS
Education
Curry College 2013 — 2015
Bachelor's degree, Nursing Science
Massasoit Community College 2011 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
University of Pittsburgh-Johnstown 1987 — 1992
Bachelor of Arts (BA), Communication, General
Carly Crisafi Carly Crisafi's Essex Investment Management Experience June 2010 - October 2012
Job Accountant at American Tower
Industry Investment Management
Experience
American Tower October 2012 - Present
Essex Investment Management June 2010 - October 2012
The MENTOR Network June 2008 - June 2010
Skills
Account Reconciliation, General Ledger, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Financial Accounting, US GAAP, SEC filings, GAAP
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Accounting and Finance
American Tower October 2012 - Present
Essex Investment Management June 2010 - October 2012
The MENTOR Network June 2008 - June 2010
Skills
Account Reconciliation, General Ledger, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Financial Accounting, US GAAP, SEC filings, GAAP
Education
University of Rhode Island - College of Business Administration 2004 — 2008
BS, Accounting and Finance
Marni Harp's Essex Investment Management Experience October 2000 - May 2005
Job CoHead Institutional Consultant Relations, American Century Investments
Industry Investment Management
Experience
American Century Investments May 2005 - Present
Essex Investment Management October 2000 - May 2005
The Walt Disney Company 1998 - 2000
Skills
Asset Management, Retirement, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Allocation, Pension Funds, Business Development, Asset Managment, Series 7, Hedge Funds, Investment Advisory, Series 63, Portfolio Management, Mutual Funds, Fund Of Funds, Bloomberg, Derivatives, Equities, Fixed Income, Institutional..., Financial Services
Education
University of Southern California - Marshall School of Business 1997 — 2000
MBA
University of Arizona 1989 — 1995
BA, General Business
Chaparral High School
American Century Investments May 2005 - Present
Essex Investment Management October 2000 - May 2005
The Walt Disney Company 1998 - 2000
Skills
Asset Management, Retirement, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Allocation, Pension Funds, Business Development, Asset Managment, Series 7, Hedge Funds, Investment Advisory, Series 63, Portfolio Management, Mutual Funds, Fund Of Funds, Bloomberg, Derivatives, Equities, Fixed Income, Institutional..., Financial Services
Education
University of Southern California - Marshall School of Business 1997 — 2000
MBA
University of Arizona 1989 — 1995
BA, General Business
Chaparral High School
Adam Craig Adam Craig's Essex Investment Management Experience June 2004 - January 2007
Job Managing Director, Consultant Relations at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC April 2014 - Present
Analytic Investors May 2011 - April 2014
Columbia Management January 2007 - May 2011
Essex Investment Management June 2004 - January 2007
Mercer Investment Consulting May 1998 - June 2004
Watson Wyatt Worldwide 1986 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Financial Risk, Asset Managment, Business Development, Hedge Funds
Education
Penn State University 1982 — 1986
BS, Math
INTECH Investment Management LLC April 2014 - Present
Analytic Investors May 2011 - April 2014
Columbia Management January 2007 - May 2011
Essex Investment Management June 2004 - January 2007
Mercer Investment Consulting May 1998 - June 2004
Watson Wyatt Worldwide 1986 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Financial Risk, Asset Managment, Business Development, Hedge Funds
Education
Penn State University 1982 — 1986
BS, Math
Greg Kleiner Greg Kleiner's Essex Investment Management Experience 1997 - 2002
Job Head of Investor Relations at Twilio Inc.
Industry Computer Software
Experience
Twilio Inc. July 2015 - Present
ICR February 2012 - July 2015
Oritor January 2011 - February 2012
Progress Software February 2010 - October 2010
Self Employed November 2008 - December 2009
BEA Systems February 2006 - May 2008
American Express/Ameriprise 2004 - 2006
SoundView Technology Group 2002 - 2004
Essex Investment Management 1997 - 2002
Skills
Business Strategy, Mergers & Acquisitions, Venture Capital, Mergers, Investor Relations, Business Planning, Analysis, Financial Modeling, Investments, Start-ups, Corporate Development, Finance, Competitive Analysis, Strategic Partnerships, Portfolio Management, Due Diligence, Enterprise Software, Strategic Planning, Business Analysis, Equities, Negotiation, Market Research, Financial Analysis, Research, Asset Management, Corporate Finance, Forecasting, Market Analysis, Business Development, SaaS, Corporate Communications, Strategy, Management, Executive Management, Valuation, Consulting, Cloud Computing
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Management
Syracuse University 1988 — 1992
BoS, Finance & Marketing
Twilio Inc. July 2015 - Present
ICR February 2012 - July 2015
Oritor January 2011 - February 2012
Progress Software February 2010 - October 2010
Self Employed November 2008 - December 2009
BEA Systems February 2006 - May 2008
American Express/Ameriprise 2004 - 2006
SoundView Technology Group 2002 - 2004
Essex Investment Management 1997 - 2002
Skills
Business Strategy, Mergers & Acquisitions, Venture Capital, Mergers, Investor Relations, Business Planning, Analysis, Financial Modeling, Investments, Start-ups, Corporate Development, Finance, Competitive Analysis, Strategic Partnerships, Portfolio Management, Due Diligence, Enterprise Software, Strategic Planning, Business Analysis, Equities, Negotiation, Market Research, Financial Analysis, Research, Asset Management, Corporate Finance, Forecasting, Market Analysis, Business Development, SaaS, Corporate Communications, Strategy, Management, Executive Management, Valuation, Consulting, Cloud Computing
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Management
Syracuse University 1988 — 1992
BoS, Finance & Marketing
Benjamin Maines Benjamin Maines's Essex Investment Management Experience 2004 - 2005
Job First Line Manager Client Operations at State Street
Industry Investment Banking
Experience
State Street June 2014 - Present
State Street April 2011 - Present
State Street 2008 - 2011
State Street 2007 - 2008
Essex Investment Management 2004 - 2005
Skills
Notary Public, Lean Management, Financial Analysis, Compliance, Legal Documents, Foreign Exchange..., Global Custody, Investment Banking, Superior Client Service, Alternative Investments, Client Services, Equities, Financial Services, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Accounting, Banking
Education
Northeastern University
Business Administration, Finance & Insurance
State Street June 2014 - Present
State Street April 2011 - Present
State Street 2008 - 2011
State Street 2007 - 2008
Essex Investment Management 2004 - 2005
Skills
Notary Public, Lean Management, Financial Analysis, Compliance, Legal Documents, Foreign Exchange..., Global Custody, Investment Banking, Superior Client Service, Alternative Investments, Client Services, Equities, Financial Services, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Accounting, Banking
Education
Northeastern University
Business Administration, Finance & Insurance
Bill Page Bill Page's Essex Investment Management Experience February 2009 - Present
Job Portfolio Manager, Essex Global Environmental Opportunities Strategy (GEOS)
Industry Investment Management
Experience
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
Jeanne Hawkins Jeanne Hawkins's Essex Investment Management Experience August 2003 - June 2006
Job Consultant at Faith Casler Associates, Inc.
Industry Human Resources
Experience
Faith Casler Associates, Inc. March 2014 - Present
Faith Casler Associates, Inc. October 2013 - February 2014
Massachusetts Technology Collaborative April 2011 - November 2012
Macy's Inc. November 2008 - January 2012
Faith Casler Associates, Inc. May 2010 - April 2011
New England Baptist Hospital October 2007 - November 2007
UHY Advisors N.E., LLC January 2007 - August 2007
Essex Investment Management August 2003 - June 2006
State Street Corporation May 1999 - June 2003
Beth Israel Deaconess Medical Center September 1993 - May 1999
Skills
Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Invoicing, Telephone Skills, Salesforce.com, JIRA, Medicaid EHR Incentive..., Lotus Notes, Sales
Education
Saluti Associates 1993 — 1993
Certificate in Banking and Financial Services, Banking and Financial Services
Newbury College 1991 — 1993
Various Medical Assisting and Computer Science courses
New England College of Finance 1990 — 1990
Business Writing & Communication and Fundamentals of Banking
Faith Casler Associates, Inc. March 2014 - Present
Faith Casler Associates, Inc. October 2013 - February 2014
Massachusetts Technology Collaborative April 2011 - November 2012
Macy's Inc. November 2008 - January 2012
Faith Casler Associates, Inc. May 2010 - April 2011
New England Baptist Hospital October 2007 - November 2007
UHY Advisors N.E., LLC January 2007 - August 2007
Essex Investment Management August 2003 - June 2006
State Street Corporation May 1999 - June 2003
Beth Israel Deaconess Medical Center September 1993 - May 1999
Skills
Customer Service, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Invoicing, Telephone Skills, Salesforce.com, JIRA, Medicaid EHR Incentive..., Lotus Notes, Sales
Education
Saluti Associates 1993 — 1993
Certificate in Banking and Financial Services, Banking and Financial Services
Newbury College 1991 — 1993
Various Medical Assisting and Computer Science courses
New England College of Finance 1990 — 1990
Business Writing & Communication and Fundamentals of Banking
Mark Massaro's Essex Investment Management Experience September 2008 - December 2008
Job Vice President, Senior Equity Analyst at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Julie Fjeldheim Julie Fjeldheim's Essex Investment Management Experience July 1987 - May 1992
Job trader at copper rock capital partners
Industry Financial Services
Experience
copper rock capital partners June 2007 - Present
Avondale Partners November 2003 - June 2007
HLM Venture Partners June 1992 - August 2003
Essex Investment Management July 1987 - May 1992
Skills
Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Securities, Equity Trading, Trading, Equity Research, Hedge Funds, Fixed Income, Bloomberg, Financial Analysis, Series 7, Capital Markets
Education
Hartwick College
BA, Management
copper rock capital partners June 2007 - Present
Avondale Partners November 2003 - June 2007
HLM Venture Partners June 1992 - August 2003
Essex Investment Management July 1987 - May 1992
Skills
Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Securities, Equity Trading, Trading, Equity Research, Hedge Funds, Fixed Income, Bloomberg, Financial Analysis, Series 7, Capital Markets
Education
Hartwick College
BA, Management
Dave Zipp Dave Zipp's Essex Investment Management Experience December 2010 - July 2012
Job Senior Software Engineer at Thomson Reuters
Industry Investment Management
Experience
Thomson Reuters July 2012 - Present
Essex Investment Management December 2010 - July 2012
Charles River Associates June 2010 - December 2010
Citizens Bank January 2007 - June 2010
Providence College September 2004 - May 2007
ING Investment Management May 2006 - August 2006
Skills
SQL, .NET, ASP.NET, ASP.NET MVC, MVC, C#, jQuery, SSRS, SSIS, ETL, Web Services
Education
Providence College 2004 — 2007
BS, Computer Science
FHS
Thomson Reuters July 2012 - Present
Essex Investment Management December 2010 - July 2012
Charles River Associates June 2010 - December 2010
Citizens Bank January 2007 - June 2010
Providence College September 2004 - May 2007
ING Investment Management May 2006 - August 2006
Skills
SQL, .NET, ASP.NET, ASP.NET MVC, MVC, C#, jQuery, SSRS, SSIS, ETL, Web Services
Education
Providence College 2004 — 2007
BS, Computer Science
FHS
Jack Glasheen Jack Glasheen's Essex Investment Management Experience June 1995 - March 2000
Job Chief Compliance Officer at 1949 Value Advisors, LLC
Industry Financial Services
Experience
1949 Value Advisors, LLC May 2014 - Present
Lebenthal & Co., LLC and Lebenthal Asset Management LLC August 2010 - April 2014
On assignment at CITIGROUP, Long Island City, NY February 2010 - August 2010
Goldman Sachs March 2000 - February 2009
Essex Investment Management June 1995 - March 2000
US Life Equity Sales Corp. April 1992 - February 1995
Skills
AML, Securities, Mutual Funds, Investments, Alternative Investments, FINRA, Strategy, Bonds, Series 24, Human Resources, KYC, Internal Audit, Insurance, Auditing, Relationship Management, Investment Advisory, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investments
Iona College 1978 — 1982
Bachelor of Business Administration, Finance
Cardinal Spellman High School 1974 — 1978
High School Diploma
1949 Value Advisors, LLC May 2014 - Present
Lebenthal & Co., LLC and Lebenthal Asset Management LLC August 2010 - April 2014
On assignment at CITIGROUP, Long Island City, NY February 2010 - August 2010
Goldman Sachs March 2000 - February 2009
Essex Investment Management June 1995 - March 2000
US Life Equity Sales Corp. April 1992 - February 1995
Skills
AML, Securities, Mutual Funds, Investments, Alternative Investments, FINRA, Strategy, Bonds, Series 24, Human Resources, KYC, Internal Audit, Insurance, Auditing, Relationship Management, Investment Advisory, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
MBA, Finance and Investments
Iona College 1978 — 1982
Bachelor of Business Administration, Finance
Cardinal Spellman High School 1974 — 1978
High School Diploma
Geoffrey Kuli, CFA Geoffrey Kuli, CFA's Essex Investment Management Experience 2000 - 2005
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
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
Tony Huang's Essex Investment Management Experience October 2001 - August 2006
Job Portfolio Manager & Research Analyst at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2007 - Present
Essex Investment Management October 2001 - August 2006
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Bachelor's Degree, Economics, Finance, International Relations
Advent Capital Management February 2007 - Present
Essex Investment Management October 2001 - August 2006
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Bachelor's Degree, Economics, Finance, International Relations
Trevor Gailun's Essex Investment Management Experience 2006 - 2008
Job Director of Research and Trading at Wellesley Investment Partners
Industry Investment Management
Experience
Limbic Investment Research 2009 - 2014
Echo Bridge Capital 2008 - 2009
Essex Investment Management 2006 - 2008
GLG Partners 2001 - 2005
Merrill Lynch 1999 - 2001
Skills
Investment Management, Market Research, Financial Analysis, Behavioral Finance, Analysis, Equities, Trading, Asset Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 1991 — 1995
High School
Limbic Investment Research 2009 - 2014
Echo Bridge Capital 2008 - 2009
Essex Investment Management 2006 - 2008
GLG Partners 2001 - 2005
Merrill Lynch 1999 - 2001
Skills
Investment Management, Market Research, Financial Analysis, Behavioral Finance, Analysis, Equities, Trading, Asset Management
Education
Georgetown University - The McDonough School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 1991 — 1995
High School
F. Scott Fitzgerald's Essex Investment Management Experience September 2007 - September 2009
Job System and Database Administrator at EdgeTech
Industry Information Technology and Services
Experience
EdgeTech July 2013 - Present
The Charlton Group, Inc. March 2013 - June 2013
Nestle Waters February 2012 - October 2012
Nestle Waters August 2011 - February 2012
Loomis Sayles and Company January 2010 - September 2010
Wall Street Access September 2009 - January 2010
Essex Investment Management September 2007 - September 2009
State Street 2005 - 2007
Skills
Network Administration, Project Management, Vendor Management, Microsoft SQL Server, VMware, Business Analysis, Linux, Networking, SQL, Active Directory, UCCE, Computer Hardware, Access, .NET, Powershell, SCCM, Bash, MySQL, Computer Security, VPN, Troubleshooting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Computer Science
EdgeTech July 2013 - Present
The Charlton Group, Inc. March 2013 - June 2013
Nestle Waters February 2012 - October 2012
Nestle Waters August 2011 - February 2012
Loomis Sayles and Company January 2010 - September 2010
Wall Street Access September 2009 - January 2010
Essex Investment Management September 2007 - September 2009
State Street 2005 - 2007
Skills
Network Administration, Project Management, Vendor Management, Microsoft SQL Server, VMware, Business Analysis, Linux, Networking, SQL, Active Directory, UCCE, Computer Hardware, Access, .NET, Powershell, SCCM, Bash, MySQL, Computer Security, VPN, Troubleshooting
Education
Syracuse University 2001 — 2005
Bachelor of Science, Computer Science
Tom Blakey's Essex Investment Management Experience August 2004 - November 2012
Job Senior Equity Analyst at Invesco US
Industry Financial Services
Experience
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Laura Kernaghan's Essex Investment Management Experience 2004 - April 2013
Job Investments Manager at Ann and Robert H. Lurie Children's Hospital of Chicago
Industry Financial Services
Experience
Ann and Robert H. Lurie Children's Hospital of Chicago April 2013 - Present
Essex Investment Management 2004 - April 2013
The Burridge Group LLC 2002 - 2004
Skills
Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Due Diligence, Equity Valuation, Writing
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Accounting and Finance
Loyola University Chicago 1998 — 2002
BA, Economics
Ann and Robert H. Lurie Children's Hospital of Chicago April 2013 - Present
Essex Investment Management 2004 - April 2013
The Burridge Group LLC 2002 - 2004
Skills
Competitive Analysis, Equity Research, Financial Analysis, Financial Modeling, Due Diligence, Equity Valuation, Writing
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Accounting and Finance
Loyola University Chicago 1998 — 2002
BA, Economics
Carol Chow Carson's Essex Investment Management Experience December 2012 - May 2013
Job Marketing & Sales
Industry Financial Services
Experience
Essex Investment Management December 2012 - May 2013
State Street Global Advisors July 2008 - May 2012
Financial Research Corporation December 2005 - July 2008
Boston Sports Club 2004 - 2008
Skills
Product Management, Market Research, Competitive Analysis, Product Development, Marketing Strategy, Product Strategy, Data Analysis, Analytics, Consumer Insight, Project Management, Relationship Management, Cross-functional..., Financial Services, Investments, Market Analysis, Analysis
Education
Boston University - School of Management 2008 — 2012
MBA, Marketing and Strategy & Business Analysis
Boston University 2000 — 2004
Essex Investment Management December 2012 - May 2013
State Street Global Advisors July 2008 - May 2012
Financial Research Corporation December 2005 - July 2008
Boston Sports Club 2004 - 2008
Skills
Product Management, Market Research, Competitive Analysis, Product Development, Marketing Strategy, Product Strategy, Data Analysis, Analytics, Consumer Insight, Project Management, Relationship Management, Cross-functional..., Financial Services, Investments, Market Analysis, Analysis
Education
Boston University - School of Management 2008 — 2012
MBA, Marketing and Strategy & Business Analysis
Boston University 2000 — 2004
Jessica Ginsberg's Essex Investment Management Experience October 2008 - January 2013
Job Vice President, Business Development at LFM Capital
Industry Venture Capital & Private Equity
Experience
LFM Capital September 2015 - Present
Bank of America May 2014 - August 2015
ISS Institutional Shareholder Services January 2013 - October 2013
Essex Investment Management October 2008 - January 2013
Pamlico Capital (f/k/a Wachovia Capital Partners) December 2005 - August 2007
Banc of America Securities June 2004 - December 2005
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Private Equity, Equity Research, Capital Markets, Investments, Asset Managment, Due Diligence, Finance, Mutual Funds, Investment Management, Strategy, Mergers & Acquisitions, Portfolio Management, Asset Management, Securities, Bloomberg, Investment Banking, Fixed Income, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
LFM Capital September 2015 - Present
Bank of America May 2014 - August 2015
ISS Institutional Shareholder Services January 2013 - October 2013
Essex Investment Management October 2008 - January 2013
Pamlico Capital (f/k/a Wachovia Capital Partners) December 2005 - August 2007
Banc of America Securities June 2004 - December 2005
Skills
Equities, Financial Modeling, Valuation, Hedge Funds, Private Equity, Equity Research, Capital Markets, Investments, Asset Managment, Due Diligence, Finance, Mutual Funds, Investment Management, Strategy, Mergers & Acquisitions, Portfolio Management, Asset Management, Securities, Bloomberg, Investment Banking, Fixed Income, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Ed Moore's Essex Investment Management Experience 2002 - 2005
Job Portfolio Manager / Director of Equity Research at the Satuit Funds
Industry Financial Services
Experience
Satuit Capital Mangement, LLC February 2008 - Present
Century Capital Management 2005 - 2008
Essex Investment Management 2002 - 2005
Loomis Sayles 1998 - 2002
Stone Securities 1997 - 1998
Boston Stock Exchange 1996 - 1997
Avid Technology 1995 - 1996
Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...
Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering
Satuit Capital Mangement, LLC February 2008 - Present
Century Capital Management 2005 - 2008
Essex Investment Management 2002 - 2005
Loomis Sayles 1998 - 2002
Stone Securities 1997 - 1998
Boston Stock Exchange 1996 - 1997
Avid Technology 1995 - 1996
Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...
Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering
Keith Brady, MBA's Essex Investment Management Experience 1993 - 1996
Job VP Wealth Mgmt, Regional Financial Institution
Industry Financial Services
Experience
Regional Financial Institution May 2008 - Present
Mutual Inc. 2014 - 2014
Mutual Inc. 2014 - 2014
Chase Investment Services October 2007 - May 2008
BNY Investment Center 1999 - 2007
Informix Software 1997 - 1998
Chancellor Broadcasting 1996 - 1997
Essex Investment Management 1993 - 1996
Essex Investment Management 1993 - 1996
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Series 7, Securities, Investment Strategies, Hedge Funds, Financial Services, Banking, Retirement, ETFs, Wealth Management, Investments, Investment Advisory, Separately Managed..., Loans, Estate Planning, Asset Management, Alternative Investments, Investment Management, Credit, Finance, Uniform Combined State..., Series 65, Commercial Banking, IRAs, Equities, Fixed Income, 401k, Risk Management, Wealth Management..., Financial Advisory, Fixed Annuities, Financial Analysis, Capital Markets
Education
LIU Post 1976 — 1978
SBI Campus
Regional Financial Institution May 2008 - Present
Mutual Inc. 2014 - 2014
Mutual Inc. 2014 - 2014
Chase Investment Services October 2007 - May 2008
BNY Investment Center 1999 - 2007
Informix Software 1997 - 1998
Chancellor Broadcasting 1996 - 1997
Essex Investment Management 1993 - 1996
Essex Investment Management 1993 - 1996
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Series 7, Securities, Investment Strategies, Hedge Funds, Financial Services, Banking, Retirement, ETFs, Wealth Management, Investments, Investment Advisory, Separately Managed..., Loans, Estate Planning, Asset Management, Alternative Investments, Investment Management, Credit, Finance, Uniform Combined State..., Series 65, Commercial Banking, IRAs, Equities, Fixed Income, 401k, Risk Management, Wealth Management..., Financial Advisory, Fixed Annuities, Financial Analysis, Capital Markets
Education
LIU Post 1976 — 1978
SBI Campus
Daniel Bednarczyk's Essex Investment Management Experience April 1999 - March 2008
Job Portfolio Manager/Fixed Income Analyst/Trader at Savings Bank Life Insurance
Industry Investment Management
Experience
Savings Bank Life Insurance April 2009 - Present
Essex Investment Management April 1999 - March 2008
Essex Investment Management LLC January 1995 - January 1999
Boston Safe Deposit & Trust Company January 1993 - January 1995
Investors Bank & Trust Company January 1991 - January 1993
Skills
Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Trading, CMS BondEdge
Education
Suffolk University
Master of Business Administration (M.B.A.), EMBA Graduate Program
University of Southern Maine 1985 — 1991
BA, Economics
Savings Bank Life Insurance April 2009 - Present
Essex Investment Management April 1999 - March 2008
Essex Investment Management LLC January 1995 - January 1999
Boston Safe Deposit & Trust Company January 1993 - January 1995
Investors Bank & Trust Company January 1991 - January 1993
Skills
Investment Strategies, Portfolio Management, Fixed Income, Bloomberg, Trading, CMS BondEdge
Education
Suffolk University
Master of Business Administration (M.B.A.), EMBA Graduate Program
University of Southern Maine 1985 — 1991
BA, Economics
Jennifer Owerka's Essex Investment Management Experience 1998 - 2001
Job Consultant Relations/ Accounting Assistant at Professional Alternative
Industry Human Resources
Experience
TPA technologies The Professional Alternative Inc April 2011 - Present
BV Investment Partners Boston Ventures April 2002 - April 2011
BV Investment Partners February 2009 - April 2010
Essex Investment Management 1998 - 2001
Skills
Quickbooks, Excel, Accounting, Valuation, Data Analysis, Due Diligence, Accounts Receivable, Alternative Investments, Private Equity, Customer Service, Microsoft Office, Quicken, Travel Arrangements, Outlook, Expenses, Calendars, Expense Management, Spreadsheets, Microsoft Excel, QuickBooks, Marketing
Education
Suffolk University
Bachelor of Arts, Communications, 3.71
Quincy College
associate, communications
Randolph High
TPA technologies The Professional Alternative Inc April 2011 - Present
BV Investment Partners Boston Ventures April 2002 - April 2011
BV Investment Partners February 2009 - April 2010
Essex Investment Management 1998 - 2001
Skills
Quickbooks, Excel, Accounting, Valuation, Data Analysis, Due Diligence, Accounts Receivable, Alternative Investments, Private Equity, Customer Service, Microsoft Office, Quicken, Travel Arrangements, Outlook, Expenses, Calendars, Expense Management, Spreadsheets, Microsoft Excel, QuickBooks, Marketing
Education
Suffolk University
Bachelor of Arts, Communications, 3.71
Quincy College
associate, communications
Randolph High
Deb Coulter's Essex Investment Management Experience 2007 - 2012
Job Assistant Controller Corporate Accounting at The Baupost Group
Industry Investment Management
Experience
The Baupost Group June 2013 - Present
Massachusetts Pension Reserves Investment Management 2012 - 2013
Essex Investment Management 2007 - 2012
Essex Investment Management Company, LLC 2002 - 2007
Essex Investment Management Company, LLC 1995 - 2002
Deloitte 1991 - 1995
Skills
Asset Management, Financial Analysis, Corporate Finance, Finance, Financial Modeling, Accounting, Tax, Asset Managment, Investments, Valuation, Private Equity, Due Diligence, Financial Reporting, Portfolio Management, Equities, Hedge Funds
Education
Stonehill College
BS, Accounting
The Baupost Group June 2013 - Present
Massachusetts Pension Reserves Investment Management 2012 - 2013
Essex Investment Management 2007 - 2012
Essex Investment Management Company, LLC 2002 - 2007
Essex Investment Management Company, LLC 1995 - 2002
Deloitte 1991 - 1995
Skills
Asset Management, Financial Analysis, Corporate Finance, Finance, Financial Modeling, Accounting, Tax, Asset Managment, Investments, Valuation, Private Equity, Due Diligence, Financial Reporting, Portfolio Management, Equities, Hedge Funds
Education
Stonehill College
BS, Accounting
Peter Tasgal's Essex Investment Management Experience 1993 - 1994
Job Financial and Corporate Strategy
Industry Financial Services
Experience
Strategic Capital Consultants 2011 - Present
Cordon Bleu-Tomasso 2007 - 2010
Merrill Lynch 2005 - 2007
Fleet Securities, Inc. / Bank of America 1999 - 2004
Wells Fargo Foothill 1995 - 1997
Essex Investment Management 1993 - 1994
Essex Investment Management 1993 - 1994
Skills
Valuation, Corporate Finance, Capital Markets, Structured Finance, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Mergers & Acquisitions, Private Equity, Securitization, Portfolio Management, Due Diligence, Business Strategy, Financial Structuring, Financial Analysis, Venture Capital, Fixed Income, Finance, Hedge Funds, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (BS), Accounting
Newton South High School
Strategic Capital Consultants 2011 - Present
Cordon Bleu-Tomasso 2007 - 2010
Merrill Lynch 2005 - 2007
Fleet Securities, Inc. / Bank of America 1999 - 2004
Wells Fargo Foothill 1995 - 1997
Essex Investment Management 1993 - 1994
Essex Investment Management 1993 - 1994
Skills
Valuation, Corporate Finance, Capital Markets, Structured Finance, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Mergers & Acquisitions, Private Equity, Securitization, Portfolio Management, Due Diligence, Business Strategy, Financial Structuring, Financial Analysis, Venture Capital, Fixed Income, Finance, Hedge Funds, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (BS), Accounting
Newton South High School
Bradley Zancanaro's Essex Investment Management Experience September 2010 - December 2010
Job Equity Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
U.S. Trust August 2013 - August 2015
State Street Global Markets December 2011 - August 2013
Pulse Trading December 2008 - November 2011
Essex Investment Management September 2010 - December 2010
Knob Hill Partners June 2010 - August 2010
Florida Everblades 2006 - 2008
RBS Greenwich Capital June 2007 - August 2007
Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investment Management
Boston University 2002 — 2006
BA, Business Management/Marketing
MFS Investment Management September 2015 - Present
U.S. Trust August 2013 - August 2015
State Street Global Markets December 2011 - August 2013
Pulse Trading December 2008 - November 2011
Essex Investment Management September 2010 - December 2010
Knob Hill Partners June 2010 - August 2010
Florida Everblades 2006 - 2008
RBS Greenwich Capital June 2007 - August 2007
Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investment Management
Boston University 2002 — 2006
BA, Business Management/Marketing
Martin Cournan CFA, CMT's Essex Investment Management Experience December 1996 - Present
Job Head equity trader at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management December 1996 - Present
ASB Capital Management October 1994 - December 1996
Skills
Derivatives, Trading Systems, ETFs, Trading, Hedge Funds, Equities, Equity Trading, Technical Analysis, Options, Equity Derivatives, Compliance
Education
The George Washington University 1986 — 1990
BA, Marketing, Economics
MCQ
Essex Investment Management December 1996 - Present
ASB Capital Management October 1994 - December 1996
Skills
Derivatives, Trading Systems, ETFs, Trading, Hedge Funds, Equities, Equity Trading, Technical Analysis, Options, Equity Derivatives, Compliance
Education
The George Washington University 1986 — 1990
BA, Marketing, Economics
MCQ
Wanda Paul's Essex Investment Management Experience March 1980 - March 1986
Job Senior Accounts Payable Administrator at Indevus Pharmaceuticals
Industry Pharmaceuticals
Experience
Indevus Pharmaceuticals September 2000 - Present
PFPC March 2000 - September 2000
Essex Investment Management March 1980 - March 1986
Education
Massachusetts Bay Community College
Associate
Indevus Pharmaceuticals September 2000 - Present
PFPC March 2000 - September 2000
Essex Investment Management March 1980 - March 1986
Education
Massachusetts Bay Community College
Associate
William Stone's Essex Investment Management Experience February 2000 - January 2006
Job CFO/CCO at Covalent Partners LLC
Industry Investment Management
Experience
Covalent Partners LLC January 2006 - Present
Essex Investment Management February 2000 - January 2006
Deloitte August 1997 - February 2000
Education
Northeastern University
MST, BA
Covalent Partners LLC January 2006 - Present
Essex Investment Management February 2000 - January 2006
Deloitte August 1997 - February 2000
Education
Northeastern University
MST, BA
Coughlin, Barry's Essex Investment Management Experience April 1999 - May 2012
Job Sales and Marketing at Kates Construction
Industry Financial Services
Experience
Kates Construction March 2014 - Present
The Bulfinch Group September 2012 - July 2013
Essex Investment Management April 1999 - May 2012
John Hancock Advisors February 1997 - March 1999
Essex Investment Management May 1995 - February 1997
Essex Investment Management March 1992 - May 1995
Merrill Lynch June 1987 - March 1992
Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options
Education
Plymouth State University 1982 — 1986
B.S.B.A., Marketing, Economics
Kates Construction March 2014 - Present
The Bulfinch Group September 2012 - July 2013
Essex Investment Management April 1999 - May 2012
John Hancock Advisors February 1997 - March 1999
Essex Investment Management May 1995 - February 1997
Essex Investment Management March 1992 - May 1995
Merrill Lynch June 1987 - March 1992
Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options
Education
Plymouth State University 1982 — 1986
B.S.B.A., Marketing, Economics
Ham Mehlman's Essex Investment Management Experience 1996 - 2001
Job CEO at Parabase
Industry Financial Services
Experience
Parabase Genomics June 2014 - Present
Andesite, LLC 2003 - 2013
CC Growth, LP 2001 - 2003
Essex Investment Management 1996 - 2001
Advanced Metabolic Systems, Inc. 1991 - 1995
Arthricon Pharmaceuticals, Inc 1989 - 1991
John Galt Computer Corporation, Inc 1983 - 1985
UCSF 1982 - 1983
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Tufts University School of Medicine 1985 — 1987
None
Harvard University 1977 — 1981
AB, History and Science
Parabase Genomics June 2014 - Present
Andesite, LLC 2003 - 2013
CC Growth, LP 2001 - 2003
Essex Investment Management 1996 - 2001
Advanced Metabolic Systems, Inc. 1991 - 1995
Arthricon Pharmaceuticals, Inc 1989 - 1991
John Galt Computer Corporation, Inc 1983 - 1985
UCSF 1982 - 1983
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Tufts University School of Medicine 1985 — 1987
None
Harvard University 1977 — 1981
AB, History and Science
Sergio Salcido's Essex Investment Management Experience September 2010 - December 2010
Job Financial Analyst
Industry Investment Management
Experience
Accenture February 2013 - Present
Neighborhood Health Plan May 2012 - February 2013
Ceres Technology Advisors January 2012 - March 2012
Essex Investment Management September 2010 - December 2010
Accenture July 2007 - May 2010
Skills
Microsoft Office, Capital IQ, Eviews, Programming, Mergers, Asset Management, Financial Modeling, Financial Analysis, Financial Forecasting, Economic Forecasting, Hypothesis Testing, Equity Research, Fixed Income, Equity Derivatives, Bilingual-Spanish, Data Analysis, Database Design, Application Development, Leadership, Mergers & Acquisitions, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Finance Concentration
Instituto Politécnico Nacional - Escuela Superior de Cómputo 1993 — 1997
B.Sc., Computer Systems Engineering
Accenture February 2013 - Present
Neighborhood Health Plan May 2012 - February 2013
Ceres Technology Advisors January 2012 - March 2012
Essex Investment Management September 2010 - December 2010
Accenture July 2007 - May 2010
Skills
Microsoft Office, Capital IQ, Eviews, Programming, Mergers, Asset Management, Financial Modeling, Financial Analysis, Financial Forecasting, Economic Forecasting, Hypothesis Testing, Equity Research, Fixed Income, Equity Derivatives, Bilingual-Spanish, Data Analysis, Database Design, Application Development, Leadership, Mergers & Acquisitions, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Finance Concentration
Instituto Politécnico Nacional - Escuela Superior de Cómputo 1993 — 1997
B.Sc., Computer Systems Engineering
Marcy Carlin's Essex Investment Management Experience September 2001 - Present
Job SVP, Equity Analyst at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management September 2001 - Present
Education
University of Pennsylvania 1987 — 1991
BA
Northwestern University - Kellogg School of Management
MBA
Essex Investment Management September 2001 - Present
Education
University of Pennsylvania 1987 — 1991
BA
Northwestern University - Kellogg School of Management
MBA
nancy prial's Essex Investment Management Experience 2015 - Present
Job CoCEO and Managing Principal at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management 2015 - Present
Essex Investment Management 2005 - 2014
The Burridge Group 1998 - 2004
American Century Investments 1994 - 1998
Skills
Asset Management, Portfolio Management, Equities, Investments, Asset Allocation, Investment Management, Investment Strategies, Equity Research, Business Strategy, Corporate Governance, Department..., Valuation, Mutual Funds
Education
Harvard Business School 1982 — 1984
MBA
Bucknell University
Bs, Electrical and Electronics Engineering
Essex Investment Management 2015 - Present
Essex Investment Management 2005 - 2014
The Burridge Group 1998 - 2004
American Century Investments 1994 - 1998
Skills
Asset Management, Portfolio Management, Equities, Investments, Asset Allocation, Investment Management, Investment Strategies, Equity Research, Business Strategy, Corporate Governance, Department..., Valuation, Mutual Funds
Education
Harvard Business School 1982 — 1984
MBA
Bucknell University
Bs, Electrical and Electronics Engineering
David Goss's Essex Investment Management Experience September 2004 - December 2010
Job Managing Director, Equities at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth April 2011 - Present
Essex Investment Management September 2004 - December 2010
Alliance Capital Management 1994 - 2004
McDonnell Douglas Space Systems 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Wealth Management, Private Equity, Mutual Funds, Equity Derivatives, Due Diligence, Strategy, Asset Managment
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Michigan 1985 — 1989
B.S.E.
Boston Private Wealth April 2011 - Present
Essex Investment Management September 2004 - December 2010
Alliance Capital Management 1994 - 2004
McDonnell Douglas Space Systems 1989 - 1992
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Equity Research, Investment Strategies, Investment Management, Wealth Management, Private Equity, Mutual Funds, Equity Derivatives, Due Diligence, Strategy, Asset Managment
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Michigan 1985 — 1989
B.S.E.
Daniel Eckman's Essex Investment Management Experience 1999 - August 2013
Job Director of Finance and Administration at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management September 2013 - Present
Essex Investment Management 1999 - August 2013
Deloitte 1994 - 1999
IBM 1992 - 1992
Education
Bradford Elementary
Bradford Elementary
Bradford Elementary
Bradford Elementary
Northeastern University
Oxbow
Massachusetts Pension Reserves Investment Management September 2013 - Present
Essex Investment Management 1999 - August 2013
Deloitte 1994 - 1999
IBM 1992 - 1992
Education
Bradford Elementary
Bradford Elementary
Bradford Elementary
Bradford Elementary
Northeastern University
Oxbow
JAMES DOLBERRY's Essex Investment Management Experience January 2002 - January 2007
Job Network Engineer
Industry Information Technology and Services
Experience
FTI Consulting 2015 - Present
Five Iron Technologies November 2010 - July 2015
Independent Contractor February 2009 - 2010
Fiserv Lending Solutions January 2007 - February 2009
Essex Investment Management January 2002 - January 2007
Skills
Active Directory, Windows Server, Cisco Technologies, Microsoft Exchange, Troubleshooting, Servers, VoIP, IT Management, Networking, Hardware, WAN, Databases, Ninja Skills, MCSA, Disaster Recovery, Data Center, Weapons Handling, Network Security, Network Design, Network Engineering, Microsoft Certified..., Firewalls, Technical Support, LAN-WAN, Information Technology, Microsoft Office, Network Administration, VMware
Education
Colorado Technical University
BA
Northeastern University
AS
FTI Consulting 2015 - Present
Five Iron Technologies November 2010 - July 2015
Independent Contractor February 2009 - 2010
Fiserv Lending Solutions January 2007 - February 2009
Essex Investment Management January 2002 - January 2007
Skills
Active Directory, Windows Server, Cisco Technologies, Microsoft Exchange, Troubleshooting, Servers, VoIP, IT Management, Networking, Hardware, WAN, Databases, Ninja Skills, MCSA, Disaster Recovery, Data Center, Weapons Handling, Network Security, Network Design, Network Engineering, Microsoft Certified..., Firewalls, Technical Support, LAN-WAN, Information Technology, Microsoft Office, Network Administration, VMware
Education
Colorado Technical University
BA
Northeastern University
AS
Jessica Woodland's Essex Investment Management Experience January 2006 - June 2009
Job Senior Corporate Accountant at The Baupost Group
Industry Investment Management
Experience
The Baupost Group June 2014 - Present
Edison Mission Marketing and Trading August 2012 - Present
Liberty Lane Service Company December 2011 - August 2012
Eaton Vance June 2009 - November 2011
Essex Investment Management January 2006 - June 2009
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northeastern University 2000 — 2004
BSBA, Accounting
The Baupost Group June 2014 - Present
Edison Mission Marketing and Trading August 2012 - Present
Liberty Lane Service Company December 2011 - August 2012
Eaton Vance June 2009 - November 2011
Essex Investment Management January 2006 - June 2009
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Northeastern University 2000 — 2004
BSBA, Accounting
Malcolm MacColl's Essex Investment Management Experience 1994 - 2006
Job Former President, Roca Board / Strategic Partnerships & Major Gifts
Industry Nonprofit Organization Management
Experience
Brown Investment Advisory December 2012 - 2015
Crosswind Investments LLC November 2006 - February 2012
Essex Investment Management 1994 - 2006
Skills
Hedge Funds, Asset Managment, Investments, Equities, Investment Management, Alternative Investments, Private Equity, Venture Capital, Asset Allocation, Capital Markets, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investment Strategies, Due Diligence, Equity Research, Securities, Financial Analysis, Mergers, Asset Management
Education
Trinity College-Hartford 1969 — 1973
Bachelor of Arts (BA), English
Chestnut Hill Academy
Brown Investment Advisory December 2012 - 2015
Crosswind Investments LLC November 2006 - February 2012
Essex Investment Management 1994 - 2006
Skills
Hedge Funds, Asset Managment, Investments, Equities, Investment Management, Alternative Investments, Private Equity, Venture Capital, Asset Allocation, Capital Markets, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investment Strategies, Due Diligence, Equity Research, Securities, Financial Analysis, Mergers, Asset Management
Education
Trinity College-Hartford 1969 — 1973
Bachelor of Arts (BA), English
Chestnut Hill Academy
Cynthia Hurley's Essex Investment Management Experience Mutual Fund AccountantInvestors Bank & TrustApril 1995 - September 1997
Job Operations Manager
Industry Investment Management
Experience
Essex Investment Management Mutual Fund AccountantInvestors Bank & TrustApril 1995 - September 1997
LPM Holding Co 1994 - 1996
Marlborough Public Library 1988 - 1994
Education
Framingham State University 2006 — 2010
MBA, Business
Salem State University 1992 — 1995
BS, Finance
Marlborough High School 1987 — 1991
Essex Investment Management Mutual Fund AccountantInvestors Bank & TrustApril 1995 - September 1997
LPM Holding Co 1994 - 1996
Marlborough Public Library 1988 - 1994
Education
Framingham State University 2006 — 2010
MBA, Business
Salem State University 1992 — 1995
BS, Finance
Marlborough High School 1987 — 1991
Alexander Forse's Essex Investment Management Experience 2013 - Present
Job Vice President, Portfolio Manager at Essex Investment Management
Industry Investment Management
Experience
Essex Investment Management 2013 - Present
Essex Investment Management 2009 - 2013
Essex Investment Management May 2007 - 2009
Itaú BBA May 2007 - September 2007
Sarrouf & Corso January 2006 - April 2007
Skills
Equity Research, Bloomberg, Hedge Funds, Equities, Equity Valuation, Valuation, Alternative Investments, Financial Modeling, Fixed Income, Investment Management, Asset Management, Portfolio Management, Capital Markets, Private Equity
Education
Suffolk University Law School 2007 — 2010
University of Massachusetts Boston 2006 — 2007
Master of Business Administration (MBA)
Ohio Wesleyan University 2002 — 2006
Bachelor's degree, American Government and Politics (United States)
The Rivers School
Essex Investment Management 2013 - Present
Essex Investment Management 2009 - 2013
Essex Investment Management May 2007 - 2009
Itaú BBA May 2007 - September 2007
Sarrouf & Corso January 2006 - April 2007
Skills
Equity Research, Bloomberg, Hedge Funds, Equities, Equity Valuation, Valuation, Alternative Investments, Financial Modeling, Fixed Income, Investment Management, Asset Management, Portfolio Management, Capital Markets, Private Equity
Education
Suffolk University Law School 2007 — 2010
University of Massachusetts Boston 2006 — 2007
Master of Business Administration (MBA)
Ohio Wesleyan University 2002 — 2006
Bachelor's degree, American Government and Politics (United States)
The Rivers School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY