Income Research & Management
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Income Research & Management Employees
Income Research & Management September 2013 - Present
Rossignol October 2011 - September 2013
Rossignol July 2011 - October 2011
Discrete Headwear April 2011 - July 2011
Alta Ski Area December 2010 - June 2011
The Kimball Art Center January 2010 - May 2010
Skills
Financial Reporting, Accounting, Forecasting, Microsoft Excel, Budgets, Financial Analysis, Sports Marketing, Outlook, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Management, Strategic Planning
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Economics
Westminster College 2010 — 2010
Winter at Westminster
Nike June 2014 - Present
City Sports June 2014 - Present
Income Research & Management June 2013 - August 2013
Delegate Advisors June 2011 - August 2011
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Bloomberg
Education
University of North Carolina at Chapel Hill 2015 — 2017
University of Pennsylvania - The Wharton School 2013 — 2014
Bachelor of Arts (B.A.), Economics
Income Research & Management January 2013 - Present
Income Research & Management December 2011 - December 2012
Income Research & Management November 2008 - December 2011
Income Research & Management January 2007 - November 2008
Eaton Vance September 2003 - October 2006
Eaton Vance Management 2006 - 2006
Skills
Fixed Income, Bloomberg, Fixed Income Analysis, Investment Management, Asset Managment, Investments, Bonds, Asset Allocation, Portfolio Management, Securities, Valuation, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Trading
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Holderness School 1996 — 1998
RBS Citizens Group April 2013 - Present
Income Research & Management December 2010 - November 2012
MFS Investment Management August 2004 - December 2010
Brown Brothers Harriman & Co. (BBH) 2000 - 2004
Putnam Investments 1996 - 2000
First Data Corporation 1989 - 1996
Skills
Bloomberg, Mutual Funds, Asset Management, Excel, Vendor Management, Fixed Income, Market Data, Asset Managment, Equities, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Business Management & Managerial Statistics, Business
Bishop Hendricken
Liberty Mutual Insurance June 2014 - Present
Liberty Mutual Insurance December 2011 - June 2014
Income Research & Management June 2011 - December 2011
State Street June 2010 - June 2011
State Street June 2008 - June 2010
Skills
Microsoft Excel, Fixed Income, Data Analytics, Investments, Banking
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance, Minor in Economics, Magna Cum Laude
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Graycliff Partners December 2011 - Present
HSBC Private Equity September 2010 - December 2011
Waller Capital September 2009 - September 2010
Barclays Capital July 2008 - June 2009
Income Research & Management June 2007 - August 2007
The Boston Company June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance