Natixis Global Asset Management
Industry: Asset management company
DescriptionNatixis Investment Managers is a global asset management company with $1,008 billion in assets under management as of March 2018. The company has headquarters in Paris and Boston and it is the second biggest French manager by market share. Assets under management: 1.008 trillion USD (31 March 2018) Number of employees: 633 (2013) Headquarters: Paris, France Owner: Natixis Founded: 2007 Subsidiaries: Bones, Harris Associates,
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Natixis Global Asset Management Employees
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2010 - November 2013
UBS 2009 - 2010
Skills
Series 7, Investments, Series 63, Bloomberg Terminal, 401k, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, CFA Level 2 Candidate, Finance, Portfolio Management, Fixed Income
Education
Boston College 2006 — 2010
B.S, Finance, Accounting
Boston Latin School
Partners HealthCare January 2014 - Present
Pronutria, Inc. April 2012 - April 2013
HealthCare Ventures LLC November 2008 - January 2012
Natixis Global Asset Management October 2005 - April 2008
Infinity Pharmaceuticals July 2004 - April 2005
Cabot Corporation March 2001 - October 2003
Framingham Genomic Medicine March 2000 - December 2000
Howard Hughes Medical Institute August 1988 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Management
Education
Brown University 1972 — 1977
B.A., Phi Beta Kappa, Comparative Literature, 3.85
Wheelock College 1998 — 2000
Master of Arts (M.A.), Elementary Education and Teaching, 4.0
School of the Museum of Fine Arts 1995 — 1996
Painting, Sculpture, Drawing
Chart Productions 2002 — 2002
Advanced Voice-Over Training
Natixis Global Asset Management June 2004 - Present
Putnam Investments October 2001 - June 2004
Putnam Investments October 2001 - June 2004
Education
Northeastern University School of Law 1998 — 2001
Doctor of Law (J.D.), Law
Boston University 1994 — 1998
Bachelor's degree, Biology & Economics
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Natixis Global Asset Management October 2014 - August 2015
Attivio February 2014 - August 2014
Pearson Learning Solutions March 2013 - June 2013
Boost 3 January 2013 - March 2013
Scholastic August 2012 - December 2012
Boston PHP Meetup June 2011 - August 2012
Apperian, Inc. June 2012 - June 2012
Boston Javascript Meetup Group January 2012 - June 2012
SignedOn January 2012 - April 2012
SMAK, LLC October 2011 - January 2012
Skills
HTML, SQL, XHTML, XML, Windows, CSS, Troubleshooting, Visio, Customer Service, Microsoft Excel, Marketing, PowerPoint, Sales, Business Development, Research, Telecommunications, Microsoft Word, Outlook, Statistics, Agile Methodologies, User Acceptance Testing, Test Cases, Test Case Generation, Product Development, Product Lifecycle..., Gamification, Adobe Creative Suite, Analysis, SharePoint, JavaScript, PHP, Mobile Applications, Databases, Web Development, User Experience, Software Development, Web Applications
Education
Bunker Hill Community College 2015 — 2016
Accounting Certificate, Accounting
General Assembly 2013 — 2013
Certification, Product Management
Suffolk University 2004 — 2008
Bachelor of Science; BSBA, Business Administration, Finance, Information Technology
American Century Investments June 2002 - Present
State Street Global Advisors January 2000 - May 2002
Natixis Global Asset Management May 1995 - December 1999
Skills
Financial Markets, Mutual Funds, Bloomberg, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Series 7, Series 63, Wealth Management
Education
Bryant University 1988 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern New Hampshire University 1986 — 1988
Cambridge Associates July 2014 - Present
Denison University May 2013 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Denison University February 2011 - May 2013
Natixis Global Asset Management May 2012 - August 2012
Skills
SPSS, Research, Microsoft Excel, Microsoft Office, Oracle CRM, Public Speaking, PowerPoint, Data Analysis, Economics, Spanish
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Tuck School of Business at Dartmouth 2013 — 2013
Summer Bridge Program
Charles University in Prague 2012 — 2012
International Economics
Audencia Nantes Ecole de Management September 2012 - Present
Allianz Global Investors September 2014 - December 2014
Natixis Global Asset Management February 2014 - August 2014
Audit Bugeaud June 2013 - August 2013
Skills
Microsoft Office, VBA, Asset Management
Education
Audencia Nantes Ecole de Management 2012 — 2016
Master in Management, option quantitative finance
Natixis Global Asset Management February 2010 - Present
Natixis March 2002 - April 2010
CentrePath September 2000 - November 2001
IXIS Asset Management August 1997 - September 2000
Thomson Financial August 1993 - August 1997
Skills
Wordpress, Ruby on Rails, IT Management, Technology Management, Technology, Network Security, Security Management, ITIL, ITIL Certified, Marketing Strategy, Social Networking, Corporate Social..., Corporate Social Media, Marketing, Social Media Marketing, Financial Services, Strategy, WordPress, Facebook, Social Media, Corporate Communications, Blogging, Portfolio Management, IT Strategy, Analytics, Integration, Mobile Devices, Strategic Partnerships, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Worcester Polytechnic Institute 1998 — 1999
Graduate Certificate, Technology Management
Fitchburg State University 1992 — 1995
BSCS, Computer Science
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management June 2014 - August 2014
Prime Steakhouse May 2011 - August 2011
ESPN/North East Sports Consultants August 2010 - August 2011
Hooptown Basketball Camp June 2007 - August 2009
Roses Bakery July 2007 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Facebook, Social Media, Public Speaking, Coaching, Time Management, Space Management, Youth Engagement, Leadership
Education
Clark University 2012 — 2016
Business Administration and Management, General, Sophomore
Andover High School 2007 — 2011
Natixis Global Asset Management July 2010 - Present
Cerulli Associates July 2008 - April 2009
Lee Munder Capital Group May 2006 - July 2008
Acadia Management Co., Inc April 2005 - May 2006
Mercedes Benz of September 2003 - April 2005
Boston Event Guide September 2003 - September 2004
Skills
Time Management, Attention To Detail, Organizing, Marketing, CRM, Press Releases, Public Relations, Advertising, Marketing Strategy, Event Planning, Management, Event Management, Training, Editing, Sales, PowerPoint
Education
Bentley University 2000 — 2004
B.S., Corporate Communications
Natixis Global Asset Management 2007 - Present
Natixis Global Asset Management 2005 - 2007
Natixis Global Asset Management 2003 - 2005
Keyport/Sun Life Financial 2002 - 2003
Manulife Wood Logan 2001 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization, Fixed Income Analysis, Sales Presentations, Sales & Marketing..., Financial Markets, Certified Investment..., Series 63, Series 6, Investment Management, Managed Futures, Portfolio Assessment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Babson College 1998 — 2002
Finance & Investments
Monash University 2000 — 2001
Economics/International Finance
Natixis Global Asset Management Audit SeniorEYAugust 1987 - December 1991
Skills
Accounting, Asset Management, Corporate Finance, Financial Analysis
Education
College of the Holy Cross 1983 — 1987
Bachelor's degree, Economics / Accounting
Immaculate High School - Danbury CT 1979 — 1983
High School
Natixis Global Asset Management April 2014 - Present
The Boston Company Asset Management 2007 - 2013
Putnam Investments 2002 - 2005
UAM Investment Services 1997 - 2001
NatWest Investment Management / BRS Capital Management 1987 - 1996
Skills
Portfolio Management, Equities, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Strategy, Capital Markets, Equity Research, Asset Management
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Boston Financial Data Services October 2005 - Present
Natixis Global Asset Management August 1999 - October 2005
Putnam Investments November 1997 - August 1999
Skills
Analysis, Financial Services, NSCC, FundSERV, Mutual Funds, Call Centers, Project Management, Key Client Relationships, Risk Management, AML, Microsoft Office, Qualified Retirement..., Finance, Investments, Customer Service, Process Improvement, Relationship Management, Securities
Education
City University of New York City College
Bachelor of Arts (BA), Sociology
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Century Bank April 2015 - Present
HealthyHive.com 2011 - Present
Natixis Global Asset Management 2012 - April 2015
Choate Investment Advisors January 2007 - November 2011
Rockland Trust Investment Management Group January 2004 - January 2007
Appleton Partners, Inc. January 1998 - January 2001
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Wealth Management, Valuation, Finance, Investment Strategies, Strategy, Business Development, Financial Risk, Entrepreneurship, Bloomberg, Asset Management, Mutual Funds, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship/Entrepreneurial Studies
Bowdoin College 1994 — 1998
Bachelor of Arts, 1998
UNIVERSITY OF GRENOBLE 1997 — 1997
DIPLOME D'ETUDES EN LANGUE FRANCAISE DU PREMIER DEGRE, 1997
Tabor Academy 1990 — 1994
College of the Holy Cross May 2015 - Present
Natixis Global Asset Management June 2015 - August 2015
Natixis Global Asset Management May 2015 - June 2015
College of the Holy Cross January 2015 - May 2015
College of the Holy Cross August 2013 - May 2015
Natixis Global Asset Management June 2014 - August 2014
College of the Holy Cross January 2013 - January 2014
Trader Joe's October 2010 - January 2014
College of the Holy Cross September 2012 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, Google Docs, Gmail, Adobe Acrobat, Leadership, Time Management, Facebook, Customer Service, Data Analysis
Education
College of the Holy Cross 2012 — 2016
Mathematics, Economics
Natixis Global Asset Management November 2014 - April 2015
State Street February 2005 - June 2014
SunGard September 2000 - August 2003
FleetBoston January 1999 - August 2000
State Street January 1998 - December 1998
Citizens Bank March 1997 - December 1997
BankBoston November 1986 - March 1997
Skills
Risk Management, Business Analysis, Financial Analysis, Financial Risk, Corporate Finance, Accounting, Operations Management, Financial Modeling, Finance, Treasury, Capital Markets, Fixed Income, Financial Reporting, Account Reconciliation, Financial Services, Banking, SQL, Bloomberg, Internal Controls, Securities, Business Process..., Internal Audit, Valuation, Foreign Exchange, Options, Process Improvement, Reuters, Project Management, Analysis, Management
Education
Bentley University 2005 — 2008
Bachelor of Science, Finance
New England College of Business and Finance 1995 — 2000
Associate of Science, Accounting and Finance
Windrose Advisors March 2015 - Present
Wellesley College Investment Office June 2014 - August 2014
Natixis Global Asset Management October 2011 - August 2013
NEPC, LLC March 2009 - October 2011
Skills
Bloomberg, Hedge Funds, Venture Capital, Equities, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
MBA
College of the Holy Cross 2004 — 2007
Mathematics, Economics
Deerfield Academy 2000 — 2003
Michelle Jung photography October 2013 - Present
Natixis Global Asset Management May 2008 - August 2012
State Street Corp. September 2007 - April 2008
Investors Bank & Trust Co. 2006 - September 2007
State Street Corp. October 2005 - August 2006
PFPC Global Fund Services (PNC Subsidiary) September 2001 - October 2005
Skills
Fund Accounting, Alternative Investments, Investments, Mutual Funds, Fund Administration, Financial Reporting, Photography, Bloomberg, Accounting, Risk Management, Analysis, Financial Analysis, Financial Services
Education
New England School of Photography 2012 — 2014
Diploma, Portraiture, Architectural Photography
Clark University 1998 — 2001
Master, Business Management
Southfields College, Leicester, U.K.
Footwear Design and Manufacturing
Putnam Investments July 2015 - Present
Natixis Global Asset Management May 2014 - August 2014
Lenox Hotel, Back Bay June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Communications, Marketing, Social Media Marketing, Social Media, Time Management, Research, PowerPoint, English, Outlook, Editing, Negotiation, Organization, Teamwork, Social Networking, Marketing Strategy, Analysis, Data Analysis, Corporate Communications, Internal Communications
Education
Northeastern University 2014 — 2016
Clemson University - College of Business and Behavioral Science 2012 — 2014
Columbia Asset Management October 2014 - Present
Natixis Global Asset Management October 2012 - October 2014
Natixis Global Asset Management June 2008 - October 2012
Deutsche Asset Management 2006 - 2008
Skills
Mutual Funds, Licenses: Series 6,..., Funding, Securities, Due Diligence, Valuation, Investments, Equities, Series 7, Bloomberg, Alternative Investments, SEC filings, Financial Analysis, Finance, Financial Services, Fund Administration, Fixed Income, FINRA, Series 24
Education
Babson College 2001 — 2003
BS, Business Administration
Natixis Global Asset Management May 2014 - July 2015
FactSet Research Systems October 2012 - April 2014
Brown Brothers Harriman October 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Windows, Data Analysis, Fixed Income, Financial Modeling, Bloomberg, Portfolio Management, Equities, Asset Management, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Brown University 2003 — 2007
Business Economics and History, Economics
Phillips Academy 1999 — 2003
High School
Jones Lang LaSalle January 2013 - Present
Wellington Management May 2007 - January 2013
Fidelity Investments 2005 - 2007
NATIXIS Global Asset Management 2001 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Maine
BS, Business Administration
Deloitte January 2015 - April 2015
Deloitte June 2014 - August 2014
Natixis Global Asset Management January 2014 - May 2014
Williamson and Melendez August 2013 - February 2014
MassMutual Financial Group February 2012 - August 2012
Connecticut Investors Group May 2010 - August 2010
Portland High School September 2006 - February 2010
Clark University January 2009 - May 2009
Skills
Financial Analysis, Research, Microsoft Excel, Corporate Finance, PowerPoint, Access, Microsoft Word, Accounting, Microsoft Office, Financial Modeling, Outlook, Public Speaking, Mutual Funds, Bloomberg, Valuation, Economics, Investments, Asset Allocation, Corporate Law, Tax Law, Sports
Education
Suffolk University Law School 2012 — 2015
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Clark University 2010 — 2012
MBA, finance and accounting
Clark University 2008 — 2011
Bachelor of Arts, Economics
Natixis Global Asset Management July 2015 - Present
TD June 2014 - June 2015
First Home Mortgage September 2013 - March 2014
Vermont Global Exchange January 2013 - April 2013
U.S. Sherpa International August 2012 - December 2012
Champlain College September 2009 - March 2011
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Data Entry, Customer Service, Team Leadership, Sales, Marketing, Leadership, Time Management, Fundraising, Residential Mortgages, Mortgage Lending, Finance, International Business, International Trade, International Marketing, Macroeconomics, International Relations, Internal Audit, Broker-Dealer Compliance, General Securities...
Education
Champlain College 2009 — 2013
Bachelor's degree, International Business, 3.3
Cape Cod Academy 2004 — 2009
High School Diploma, Diploma, 3.1
UMass Medical School April 2014 - Present
Randstad Technologies US April 2014 - July 2015
Natixis Global Asset Management November 2013 - March 2014
DynPro Inc January 2013 - March 2014
Sabre Hospitality Solutions January 2013 - November 2013
MindTree Ltd. October 2006 - January 2013
Capgemini September 2005 - October 2006
Bridgeline Digital August 2004 - September 2005
Skills
WCF, .NET, Microsoft SQL Server, ASP.NET, Web Services, ASP.NET MVC, SOA, jQuery, TFS, C# 4.0, MS CRM, Solution Architecture, AJAX, BizTalk, Silverlight, Entity Framework, SSRS, ADO.NET, LINQ, C#, ASP.NET AJAX, Test Automation, WPF, NUnit, NHibernate, REST, Tortoise SVN, JSON, Test Driven Development, Windows Azure, JavaScript, Design Patterns, VSS, XML, Knockout.js, Agile Methodologies, Scrum
Education
Manipal Institute of Technology 2010 — 2014
Master's Degree, Computer Science, First Class
Sir M Visvesvaraya Institute Of Technology 1995 — 1999
Bachelor of Engineering (BE), First Class
Natixis Global Asset Management March 2014 - Present
Natixis Global Associates March 2011 - Present
Natixis Global Associates November 2008 - March 2011
Skills
SQL, Systems Analysis, CRM software, Essbase, Informatica, Microsoft Office, SharePoint, Application Development, Software Project..., Database Analysis, Business Objects, CRM, Data Analysis, Software Development, Disaster Recovery, Dashboard, Integration, Data Warehousing
Education
Boston University 2004 — 2008
BA, Economics
Natixis Global Asset Management 2012 - Present
Corporation Service Company August 2006 - August 2012
Merrill Communications 2000 - 2006
CPSDirect January 2000 - November 2000
Liberty Funds Distributor 1997 - 2000
White Hen Pantry August 1987 - September 1997
Putnam Investments December 1996 - August 1997
Edward Jones Investments April 1995 - May 1996
One Price Dry Cleaning 1991 - 1994
White Hen Pantry 1986 - 1987
Skills
Branch Management, Team Building, Project Implementation, Customer Service, Team Management, Team Leadership, Training & Development, Operations Management, Vendor Relations, Customer Relations, Account Management, Print Production, Inventory Management, Presentations, Sales, Profit Center Management, Entrepreneurship, Management, Leadership
Education
University of Massachusetts Boston
Bachelors, Business Management, Finance
Bryant University
Business
Somerville High School
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management March 2012 - October 2013
Natixis Global Asset Management September 2010 - February 2012
BlackRock September 2007 - August 2010
Skills
Series 7, Series 63, Series 6
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Investments
Bates College 2003 — 2007
Bachelor of Arts, Political Science
Boston, MA April 2015 - Present
Fidelity Management and Research Co. February 2014 - April 2015
Natixis Global Asset Management April 2012 - February 2014
Financial Research Corp (FRC) January 2011 - September 2011
Freelance Writer September 1995 - December 2010
A.G.Edwards & Sons, Inc. July 1991 - September 1995
Skills
Relationship Management
Education
Boston College
B.A, Economics and Political Science
Children's Hospital March 2009 - June 2009
Keystone Associates November 2008 - March 2009
Natixis Global Asset Management August 2007 - May 2008
NATIXIS GLOBAL ASSET MANAGEMENT 2007 - 2008
Investors Bank & Trust December 2006 - July 2007
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2006 - 2007
BOSTON SCIENTIFIC CORPORATION January 2005 - June 2006
Boston Scientific Corporation January 2005 - May 2006
Boston Scientific Corporation October 2001 - December 2004
Skills
PeopleSoft, Human Resources, Employee Benefits, Vendor Management, Strategy, Workforce Planning, Strategic Planning, Payroll, Interviews, Employee Engagement, Talent Management, Succession Planning, Performance Management, Leadership, Deferred Compensation, Talent Acquisition, CRM, Management, Personnel Management, Employee Relations, Training, Recruiting, Shared Services, Onboarding, Program Management
Education
Bentley University
Bachelor of Science, Accounting
Bentley University
Bachelor of Science, Accounting
Suffolk University
Master, Business Administration
Suffolk University - Sawyer Business School
MBA, Masters of Business Administration
Natixis Global Asset Management December 2014 - Present
Fidelity Investments August 2012 - December 2014
Fidelity Investments LLC July 2007 - August 2012
Dion Money Management November 2006 - April 2007
Dion Money Management September 2006 - April 2007
Osram Sylvania May 2006 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Finance, Equities, Analysis, Mutual Funds, Fixed Income, Access, Management, Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Essbase, Bloomberg, Strategic Financial..., Financial Services, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Finance and Financial Management Services
Bentley University 2003 — 2007
B.S. Finance
Natixis Global Asset Management November 1998 - Present
Chiron Diagnostics Corp September 1997 - November 1998
Deloitte January 1996 - September 1997
Fleet Bank September 1992 - June 1994
Skills
Corporate Finance, Asset Management, Financial Modeling, Financial Analysis
Education
Northeastern University 1994 — 1995
MSA MBA, Accounting
Boston College 1988 — 1992
BA, Art History
Marshfield High School 1984 — 1988
COTY Inc. April 2015 - Present
Avon August 2013 - April 2015
Avon September 2011 - August 2013
Dunkin' Brands June 2010 - August 2010
Natixis Global Asset Management 2006 - 2009
Hilton Worldwide September 2005 - August 2006
Skills
Competitive Analysis, Marketing Strategy, Market Research, Marketing Communications, Marketing, Brand Management, Marketing Research, Cross-functional Team..., Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Product & Brand Management
Cornell University 2001 — 2005
BS, Hotel Administration
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management June 2009 - December 2012
Natixis Global Asset Management September 2008 - June 2009
Ameriprise Financial Advisors May 2007 - August 2008
Skills
Series 66, Mutual Funds, Series 7, Uniform Combined State..., Investments, Finance, Series 63, Economics, Asset Allocation, Alternative Investments, Fixed Income, Asset Management, Series 6, Wealth Management, Securities, ETFs, Equities, Investment Strategies, Investment Advisory
Education
Assumption College 2004 — 2007
Bachelor of Arts, Economics, International Business
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management August 2013 - December 2014
Columbia Management October 2011 - August 2013
Fidelity Investments February 2011 - December 2011
Education
Boston College - Carroll School of Management 2012 — 2015
MBA
Saint Anselm College 2006 — 2010
B.A., Business & Finance
Thayer Academy 2002 — 2006
High School
Natixis Global Asset Management November 2014 - Present
Education
Boston College
BA, Psychology, Economics
Natixis Global Asset Management June 2014 - Present
NexGen Financial Limited Partnership December 2011 - May 2014
Manulife Securities October 2007 - December 2011
IA Clarington January 2007 - October 2007
Municipal Public School#38 September 2004 - August 2006
Education
George Brown College
Post-graduate Certificate with Honours, Strategic Relationship Marketing
George Brown College
Post-graduate Certificate with Honours, Financial Planning
Lipetsk State Pedagogical University (LSPU)
Teacher of the English and German languages, Foreign Languages
GWG Holdings, Inc. April 2015 - Present
Natixis Global Asset Management December 2007 - December 2014
Wellesley Financial Group February 2006 - December 2007
Pioneer Financial Group May 2005 - February 2006
Skills
Mutual Funds, Series 7, Financial Services, Asset Management, Investments, Finance, Asset Allocation, Series 63, Alternative Investments, Fixed Income, Securities, Financial Advisory, Wealth Management, Hedge Funds
Education
Boston College 2001 — 2005
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
BS, Business Management/Finance
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management October 2013 - Present
SHIFT Communications January 2013 - May 2013
Westminster Tool & Westminster Solutions August 2012 - January 2013
McNeil, Gray & Rice Strategic Communications October 2010 - August 2012
John Hancock Financial Services 1990 - 2000
Skills
Marketing Communications, Social Media, SEO, Public Relations, Media Relations, Press Releases, Corporate Communications, Strategic Communications, Content Strategy, Blogging, Social Media Marketing, Facebook, Twitter, LinkedIn, Newsletters, Integrated Marketing, Event Planning, Internal Communications, B2B, Content Development, Copywriting, Copy Editing, Constant Contact, Social Networking, Publicity, Message Development, Marketing
Education
Suffolk University
MBA, Business
Colby Sawyer College
Bachelor of Science, Business
MFS Investment Management April 2015 - Present
Natixis Global Asset Management June 2000 - March 2015
MetLife April 1990 - June 2000
Keyport Life Insurance Company September 1988 - April 1990
Skills
Business Analysis, Business Intelligence, Asset Managment, Databases, Project Management, Financial Services, SharePoint, SDLC, Securities, Vendor Management, Mutual Funds, Risk Management, Portfolio Management
Education
Colby College 1984 — 1988
BA, Human Development
Boston University
IBM Mainframe Programmer Certificate
Northeastern University
Computer Systems Specialist Certificate
Provasi Capital Partners June 2014 - Present
NCAA September 2013 - Present
USA Hockey October 2008 - Present
Natixis Global Asset Management April 2012 - May 2014
Natixis Global Asset Management October 2007 - April 2012
UBS Financial Services August 2004 - October 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Wealth Management, FINRA, Equities, Fixed Income Strategies, Practice Management, Financial Services, Series 66, Series 7
Education
Bryant University
Bachelor of Science (B.S.)
Boston College May 2015 - Present
Boston College September 2014 - Present
Boston College January 2014 - Present
Boston College July 2015 - August 2015
Natixis Global Asset Management June 2015 - August 2015
Boston College June 2015 - August 2015
Boston College May 2015 - August 2015
Summer Search October 2010 - August 2015
Steve Madden June 2014 - August 2014
Modern Guild 2014 - 2014
Skills
Microsoft Office, Editing, Research, Social Media, Creative Writing, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Taleo, Public Speaking, Teaching, Press Releases, Facebook, Blogging, Community Outreach, Event Planning, SEO Writing, Mzinga, Outlook, Leadership, Networking, Teamwork, Management, Communication
Education
Boston College 2013 — 2017
Bachelor's Degree, English
Frederick Douglass Academy 2009 — 2013
High School Diploma
Natixis Global Asset Management June 2015 - Present
Clark University January 2015 - May 2015
Clark University Investment Fund January 2015 - May 2015
China Guangfa Bank January 2013 - June 2013
China Pacific Insurance Company January 2012 - June 2012
Standard Chartered Bank October 2010 - November 2010
Skills
Data Analysis, Microsoft Excel, Microsoft SQL Server, Financial Analysis, Bloomberg, Salesforce.com, PowerPoint, Social Media, Project Management, Strategic Planning, Marketing, Microsoft Office, Client Relations, MySQL
Education
Clark University 2013 — 2015
Master's degree, Finance, General
Donghua University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Epsilon September 2015 - Present
TM Capital Corp. September 2014 - September 2015
TBT: The Basketball Tournament February 2014 - August 2014
Natixis Global Asset Management June 2011 - August 2014
Upromise June 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Social Media, Marketing, Facebook, PowerPoint, Social Networking, Microsoft Excel, SAP, Outlook, Social Media Marketing, Friendly Personality, Leadership, Event Planning, Online Marketing, Advertising, Adobe InDesign, Adobe Photoshop, Adobe Dreamweaver, Wordpress, Salesforce.com, Pardot
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Marketing, 3.33
University College Dublin 2013 — 2013
Marketing
Toll Gate High School 2006 — 2010
High School Diploma
Natixis Global Asset Management June 2008 - Present
Investors Capital 2008 - 2009
State Street August 2005 - 2006
Goldman Sachs 2002 - 2004
Skills
Finance, Mutual Funds, PowerPoint, Bloomberg, Budgets, Customer Service, Securities, Financial Services, Microsoft Office, Microsoft Word
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bond University 2004 — 2004
General Studies
Fidelity Investments March 2015 - Present
FactSet September 2014 - March 2015
FactSet February 2013 - March 2015
Bentley University December 2010 - December 2012
Natixis Global Asset Management May 2012 - August 2012
Natixis Global Associates May 2011 - September 2011
Skills
Investments, Financial Analysis, Microsoft Word, Microsoft Office, FactSet, Microsoft Excel, PowerPoint, Financial Reporting, Finance, Investment Banking, Investment Strategies, Mutual Funds, Project Management, Research, Securities
Education
Bentley University 2009 — 2012
Bachelor of Science, Major: Corporate Finance and Accounting
Lynnfield High
Lynnfield High
Natixis Global Asset Management September 2013 - Present
Wellington Management April 2011 - September 2013
Meketa Investment Group October 2008 - September 2010
Meketa Investment Group February 2008 - September 2008
MJ's Express, Inc. September 2007 - February 2008
Skills
Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds, Capital Markets, Macro Analysis, Monetary Policy, Political Economy, Public Speaking, Product Management, Competitive Analysis, Equities, Microsoft Excel, Bonds, Risk Analysis, Morningstar Direct, FactSet, Yield Book, Haver
Education
Boston College
Bachelor of Arts (BA), History
Harvard University 2011 — 2012
Graduate Extension Coursework, Finance
Braintree High School
Natixis Global Asset Management February 2014 - Present
RigorAnalytics October 2012 - February 2014
MIX MARKETING June 2012 - November 2012
JCSI Corporate Staffing December 2011 - May 2012
Skills
Business Continuity..., Marketing, Affiliate Relations, Social Media Marketing, Social Media, Recruiting, Copywriting, PowerPoint, Salesforce.com, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Sourcing, College Recruiting, Public Relations, Access, Sales, Account Management, Cold Calling, Event Planning, Project Management, Email Marketing, SEO, Analysis, Analytics, Outlook, Business Continuity
Education
Assumption College 2008 — 2012
Bachelor of Arts (BA), Management/Accounting/Psychology
Assumption College 2008 — 2012
Bachelor of Arts, Management; Accounting, Psychology
Natixis Global Asset Management December 2013 - 2014
Fisher Investments October 2012 - December 2013
VoIP Pty Ltd 2010 - 2012
Skills
Financial Services, Mutual Funds, Series 63, Series 6, Economics, Fixed Income, Equities, Alternative Investments, Investments, Investment Management, Investment Strategies, Financial Modeling, Finance, Valuation, Financial Analysis, Project Management, Business Analysis, Business Strategy, Hedge Funds, Strategic Planning, Sales, Bloomberg, Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Bachelor of Science, Finance, Quantitative Economics
Babson Capital Management August 2015 - Present
Loomis, Sayles & Company April 2014 - August 2015
Natixis Global Asset Management June 2005 - April 2014
MetLife September 2004 - June 2005
New England Securities April 2002 - August 2004
Skills
Series 7, Mutual Funds, Securities, Investments, Series 24, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Equities, FINRA, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Risk Management, Wealth Management, Asset Management
Education
Bryant College 1993 — 1997
B.S., Marketing
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
IBM July 2014 - Present
Natixis Global Asset Management June 2013 - August 2013
Echo Industries May 2012 - August 2012
Massachusetts House of Representatives June 2011 - August 2011
Atlantic Import Co. June 2011 - August 2011
Skills
Entrepreneurship, Sales, Microsoft Excel, Social Media Marketing, Event Planning, Microsoft Word, Social Media, Financial Analysis, Social Networking, PowerPoint, American History, Research, Management Consulting, Governance, Innovation Consulting, Recruiting, Business Process...
Education
Babson College 2011 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies and American Studies, 3.5
Dickinson College 2010 — 2011
3.5
Middlesex School 2006 — 2010
Fay School 2005 — 2007
Columbia Threadneedle Investments, US May 2015 - Present
Natixis Global Asset Management July 2007 - May 2015
Breath of Sun March 2011 - August 2011
RiverSource Investments (a division of Ameriprise Financial) June 2006 - June 2007
RiverSource Investments December 2003 - June 2006
Skills
Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Email Marketing, Marketing, Marketing Management, Strategic Communications, Digital Marketing, Corporate Communications, Product Marketing, Internal Communications, Strategic Planning, Social Media Marketing, Investments, Competitive Analysis, Online Advertising, Financial Services, Event Planning, Product Management, Strategy, Management, Leadership, Digital Media, Account Management, Business Strategy, E-commerce, Segmentation, Sales, Trusted Business Advisor, Business Excellence, Values-based Leadership, Trusted Business Partner
Education
Bentley University 2015 — 2015
User Experience Boot Camp
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Leading Innovation (Executive Education)
Thunderbird School of Global Management 2014 — 2014
Certificate, Global Leadership
Niralambaya Academy of Yogic Arts 2009 — 2010
200 Hour Yoga Teacher Certification
Duke University 2007 — 2007
Certificate, Center for Documentary Studies
University of St. Thomas
BA, Human Resources Management
University of St. Thomas - Opus College of Business
MBA, Business Communications
State Street Global Advisors Account ManagerOracleJuly 2013 - Present
Natixis Global Asset Management June 2012 - August 2012
Boston College June 2011 - May 2012
Skills
Fundraising, Event Management, Public Relations, Marketing, Salesforce.com, Blogging, Leadership, PowerPoint, Sales, Nonprofits, Management, Market Research
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
St. Sebastian's School 2004 — 2009
Natixis Global Asset Management November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan July 2011 - January 2013
AXA Advisors December 2008 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science, 2011; Economics-Finance
Royal Melbourne Institute of Technology
TMRS October 2010 - Present
Renaissance Insurance November 2007 - May 2009
Natixis Global Asset Management 1999 - 2007
JP Morgan 1987 - 1996
Skills
Portfolio Management, Capital Markets, Financial Risk, Fixed Income, Risk Management, Asset Management, Investments, Asset Allocation, Investment Banking, Equities, Finance, Investment Management, Financial Analysis, Quantitative Finance, Bonds, Hedge Funds, Alternative Investments, Derivatives, Management, Financial Modeling
Education
Tufts University 1981 — 1982
Mathematics
Boston University 1977 — 1981
Bachelors, Mathematics
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management June 2014 - December 2014
International Fund Services (NA) LLC, A State Street Company June 2013 - August 2013
Skills
Risk Management, Microsoft Office, Investments, Customer Service, Bloomberg, Microsoft Excel, Microsoft Word, Series 63, Hedge Funds, PowerPoint
Education
Colgate University 2010 — 2014
The Taft School 2009 — 2010
Post Graduate
Duxbury High School 2005 — 2009
Fidelity Investments August 2012 - Present
J.P. Morgan December 2009 - August 2012
US Bank May 2009 - December 2009
Natixis Global Asset Management June 2008 - August 2008
Natixis Global Asset Management June 2007 - August 2007
Skills
Series 7, Series 63, Series 65, Bloomberg, Fixed Income, Investment Strategies, New Business Development, Portfolio Management, Hedge Funds, Investments, Trading, Credit
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Asset Management & Entrepreneurship
St. Lawrence University 2005 — 2009
Bachelor of Arts, History
Natixis Global Asset Management September 2012 - Present
Natixis Global Asset Management September 2010 - September 2012
John Hancock Financial Services May 2007 - July 2009
John Hancock Financial Services December 2005 - May 2007
John Hancock Financial Services May 2004 - December 2005
John Hancock Financial Services April 2003 - May 2004
Skills
Portfolio Management, Investments, Mutual Funds, Strategy, Analysis, Competitive Analysis, Due Diligence, Management, Project Management, Product Management, Business Development, Microsoft Excel, Financial Modeling
Education
Boston University - School of Management 2013 — 2016
M.B.A
New York University 1999 — 2002
B.A., Economics
Natixis Global Asset Management March 2014 - Present
Natixis Global Asset Management October 2011 - Present
Natixis Global Asset Management November 2010 - October 2011
TD Ameritrade June 2010 - August 2010
Midtown Commercial Real Estate December 2009 - January 2010
Keith Sherman & Associates September 2009 - December 2009
Boston Athletic Association September 2008 - December 2008
Skills
Series 6, Press Releases, Cision, Media Relations, Public Relations, Social Media, Facebook, Social Media Marketing, Social Networking, Corporate Communications, Marketing, Press Kits, Digital Marketing, Blogging, Internal Communications, Strategic Communications
Education
Boston University 2005 — 2009
Bachelor of Science, Communications
Livingston High School 2001 — 2005
High School Diploma
Natixis Global Asset Management April 2012 - May 2013
Wilmington Trust, N.A. June 2008 - December 2011
SunTrust Robinson Humphrey 2004 - 2007
Bureau of Economic Analysis 2002 - 2003
Skills
Equity Research, Equity Valuation, Equities, High Net Worth..., Emerging Markets, Valuation, Fixed Income, Global Macro, Asset Allocation, Financial Modeling, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Alternative Investments, Financial Statement..., Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Finance, Finance
Bentley University 1997 — 2001
Bachelor of Science, Economics/Finance
Loomis, Sayles & Company 2015 - Present
Natixis Global Asset Management 2013 - 2015
BNP Paribas 2011 - 2013
U.S. Boston Capital Corp 2009 - 2011
MFS Investment Management 2003 - 2009
Education
Boston University - School of Management 2007 — 2009
Graduate School of Business
The Catholic University of America 1999 — 2003
BS, Business
Notre Dame Academy - Hingham 1995 — 1999
NATIXIS GLOBAL ASSET MANAGEMENT 2009 - Present
Natixis Global Asset Management September 2006 - 2009
Wellington Management September 2000 - August 2006
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Management, Investments, Asset Allocation, Derivatives, Capital Markets, Financial Markets, Financial Analysis, Financial Services, Securities, Private Equity, Risk Management, CRM, Relationship Management, Asset Management
Education
Simmons College - Simmons School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
Boston College 1995 — 1998
Bachelor's degree, Business Administration, Management and Operations, Magna Cum Laude
Natixis Global Asset Management February 2012 - Present
BioSphere Medical, Inc. January 2005 - December 2010
BioSphere Medical, Inc. March 2001 - December 2004
Modus Media International November 1997 - July 2000
Skills
Microsoft Office, Concur
Education
Colby College
BA, French, Liberal Arts
Natixis Global Asset Management May 2014 - Present
Fidelity Investments August 2002 - May 2014
Skills
Finance, Pricing, Client Profitability, Revenue Analysis, Product Profitability, Financial Analysis, Financial Modeling, Investments, Financial Planning, Financial Services, Corporate Finance, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
John Hancock Financial Services August 2015 - Present
Natixis Global Asset Management January 2015 - March 2015
Natixis Global Asset Management June 2014 - March 2015
WEEI Sports Radio Network May 2013 - August 2013
Wrap Solutions June 2012 - August 2012
Pro Ambitions Hockey Schools June 2011 - August 2011
Wrap Solutions May 2009 - June 2010
Winter Harbor Insurance February 2009 - May 2009
Taylor Made Construction Corp. May 2008 - August 2008
TKO Builders May 2007 - August 2007
Skills
Business Planning, Sales, Investment Advisory, Client Education, New Client Prospecting, Team Building, Social Networking, Social Media, Social Media Marketing, Client Services, Marketing, Advertising, Sports, Event Planning, Investments, New Hire Orientations, Networking, Salesforce.com, Blogging, Management, CRM, Sponsorship, Sports Marketing, Customer Service, Microsoft Office
Education
Boston University 2010 — 2014
Advertising
Belmont Hill School 2005 — 2009
Natixis Global Asset Management November 2014 - Present
Sentinel Benefits & Financial Group March 2013 - November 2014
Sentinel Benefits & Financial Group January 2013 - March 2013
Sentinel Benefits April 2011 - December 2012
Songbird Ocarinas November 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Investments, Customer Service, Employee Benefits, Retirement Planning, Insurance, Retirement, Finance
Education
Bowdoin College 2006 — 2010
Bachelor of Arts, Music, Mathematics
Danvers High School 2002 — 2006
Natixis Global Asset Management March 1999 - Present
Natixis Global Asset Management March 1999 - Present
New England Financial/MetLife 1993 - 1999
The New England/MetLife April 1991 - October 1993
Boston University September 1988 - April 1991
Education
Boston University 1992 — 1993
MS
Boston University 1985 — 1989
BSBA
Natixis Global Asset Management August 2005 - Present
Extraprise May 2000 - August 2005
Nirvana-soft October 1999 - May 2000
Ruksun Software Inc July 1998 - October 1999
Skills
Agile Methodologies, Business Analysis, Siebel, SQL, Requirements Analysis, Software Project..., SDLC, Business Intelligence, XML, IT Strategy, Vendor Management, Financial Services, Web Services, Software Development, Architecture, CRM, Microsoft SQL Server, Solution Architecture, Disaster Recovery, Enterprise Architecture, SOA
Education
Boston University
MS, Computer Science
St. Vincent's High School
University of Pune
BE, Computer Engineering
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management 2004 - February 2015
MFS Investment Management September 2001 - October 2004
Transportation Partners, Inc. May 2000 - July 2001
Applied Technology Ventures, Inc. (ATV) May 1999 - August 1999
Katz Investment Group- A Division of Merrill Lynch August 1997 - May 1999
Skills
Mutual Funds, Equities
Education
College for Financial Planning 2009 — 2011
CFP
John Carroll University 1996 — 2000
Bachelor of Arts (B.A.)
Canisius High 1992 — 1996
Natixis Global Asset Management March 2015 - Present
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Mutual Funds, Series 7, Fixed Income, Equities, Asset Allocation, Bloomberg, Strategic Financial..., Financial Services, Series 63, Derivatives, Corporate Finance
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance & Economics
Bryant University 2008 — 2010
Masters in Business Administration
Hitachi Consulting July 2013 - Present
B Smart Intelligent Solutions June 1998 - Present
Rush Enterprises, Inc March 2013 - July 2013
Columbia Sportswear February 2013 - March 2013
Kiewit December 2012 - January 2013
Natixis Global Asset Management March 2012 - December 2012
Newell Rubbermaid March 2011 - August 2011
CDC Software, Inc. May 1998 - May 2010
Ceiba Solutions 2009 - 2009
Michael Angelo's Gourmet Foods 2000 - 2006
Skills
Business Intelligence, Business Objects, ERP, Data Warehousing, Crystal Reports, Data Modeling, ETL, Microsoft SQL Server, Web Intelligence, Business Analysis, SQL, Dashboard, Integration, Software Project..., Business Intelligence..., Oracle, Requirements Analysis, Data Integration, OLAP, Project Management, SAP, Data Migration, Data Warehouse...
Education
Boston College 1972 — 1974
BA, Math, History
United States Military Academy at West Point 1970 — 1972
None, Math
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Natixis Global Asset Management September 1992 - Present
Skills
Series 6, Series 7, Series 63, Series 26, Problem Solving, Operations Management, FINRA, Mutual Funds, Financial Services, Investments, Asset Management, Securities
Education
Boston University 1984 — 1988
BS, Electrical Engineering
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
Natixis Global Asset Management September 2000 - Present
H.C. Starck April 2000 - September 2000
TNT Vacations October 1998 - January 2000
New England Financial February 1998 - October 1998
New England Financial June 1995 - January 1998
Education
Bentley University 1994 — 1998
Wells Fargo Asset Management May 2014 - Present
Natixis Global Asset Management July 2012 - June 2013
Guggenheim Investments (formerly RydexSGI) March 2010 - June 2012
Eaton Vance December 2008 - March 2010
Skills
Mutual Funds, Risk Management, Alternative Investments, Microsoft Office, Investments, Series 7, Fixed Income, Financial Services, Asset Management, ETFs, Asset Allocation, Wealth Management, Investment Strategies, Securities, Equities, Series 63, Client Rapport, Leadership, FINRA, Uniform Combined State..., Investment Management, Investment Advisory, Financial Markets, Practice Management, Relationship Management, Capital Markets, Professional Phone..., Distribution Strategies, Series 65, Series 6, Sales
Education
Brandeis University 2006 — 2008
M.A., Politics/Political Theory
University of Massachusetts, Amherst 2004 — 2006
B.A., summa cum laude, Phi Beta Kappa, Philosophy and Political Science double major
Boston Latin School 1997 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Natixis Global Asset Management March 2012 - Present
John Hancock November 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) May 2006 - November 2009
John Hancock Life Insurance Company (U.S.A.) February 2005 - May 2006
Skills
Morningstar, Factset, Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, Bloomberg, Alternative Investments, Investment Strategies, Fund Administration, Portfolio Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2004
Master of Science, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Admin
OppenheimerFunds May 2013 - Present
Natixis Global Asset Management 2012 - May 2013
Almanac Capital Management May 2007 - May 2012
State Street Global Advisors 2003 - 2007
Skills
Risk, Alternative Investments, Commodity, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Bloomberg, Investments, Derivatives, Finance, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Investment Strategies, Commodity Markets
Education
Babson College 1999 — 2003
Natixis Global Asset Management July 2006 - October 2011
Standish Mellon Asset Management January 2000 - June 2006
Congress Asset Management March 1997 - January 2000
Education
Brigham Young University 1991 — 1996
B.S., Psychology
Natixis Global Asset Management January 2015 - Present
Sail Loft Capital Management, LLC 2011 - January 2015
North American Management Corporation 2009 - 2011
Meketa Investment Group 2008 - 2008
Crosby Advisors (Fidelity Investments) 2007 - 2008
Fidelity Family Office Services (FFOS) 2005 - 2007
Fidelity Investments 1992 - 2002
Skills
Certified Financial..., Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Investments, Asset Management, Securities, Equities, Hedge Funds, Fixed Income, Investment Management, Financial Planning, Risk Management, Investment Advisory
Education
Colby College 1983 — 1987
BA, Economics & History
London School of Economics and Political Science 1985 — 1986
General Course, Economic History
Boston University
Financial Planning Program
Scottrade 2014 - Present
Trader/Investor 2012 - 2014
Bank of America Merrill Lynch 2011 - 2012
EWG 2010 - 2010
Natixis Global Asset Management 2008 - 2010
Capita Financial Group 2007 - 2008
Oppenheimer & Co. 2000 - 2007
Skills
Mutual Funds, Financial Services, Sales Management, Wealth Management, Finance, Asset Allocation, Financial Markets, Business Strategy, Management, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Managerial Experience, Series 7, Series 66, ETFs, Product Strategy, Closed-end Funds, Investment Strategies, Investment Advisory, New Business Development, Team Leadership, Wholesale, Project Management, Project Planning, International Marketing, International Project..., Third party distribution, RFP, RFI, Trading, Business Development, Siebel, Sage CRM, Bloomberg, Microsoft Office, Business Relationship..., DDQ, Unit Investment Trusts
Education
City University of New York-Baruch College - Zicklin School of Business 1997 — 2002
BBA, Finance / Investments
University of Maryland University College
MBA
SVB Asset Management July 2013 - Present
Natixis Global Asset Management 2006 - 2013
Stone & Youngberg 2005 - 2006
Schwab Capital Markets 2003 - 2005
Barclays Global Investors 1995 - 2003
Skills
Bonds, ABS, MBS, Asset Management, Portfolio Management, Fixed Income, Trading, Capital Markets, Series 7, Mutual Funds, Electronic Trading, Investments, Credit, Securities, CMBS, Emerging Markets, High Yield, Bloomberg, Derivatives, Financial Risk, Money Market, Risk Management, Hedge Funds, Financial Structuring, Alternative Investments, Equities, Funding, Asset Allocation, Structured Products, Options, ETFs, Series 63, Investment Management, Separately Managed..., Investment Strategies, Financial Markets, Treasury
Education
Saint Mary's College of California 2010 — 2011
MS Finance, Masters Financial Analysis/Investment Management
California State University-Hayward 1991 — 1995
BS, Business Administration/Finance
Natixis Global Asset Management October 2011 - Present
Fidelity Investmens December 2005 - March 2011
Fidelity Investments March 2002 - December 2005
GWK 1999 - 2002
Skills
Asset Allocation, Portfolio Optimization, Portfolio Management, Risk Management, Fixed Income, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Wealth Management, Investment Strategies, Financial Markets, Financial Modeling, Investments, Investment Management
Education
Boston College - Carroll School of Management 1999 — 2002
Master of Business Administration (MBA), Finance, General
Boston College 1990 — 1994
Bachelor of Arts (BA)
Westwood high
Westwood high
Natixis Global Asset Management October 2009 - Present
MetLife November 2006 - November 2009
Guardian Investor Services August 2005 - November 2006
Merrill Lynch December 2004 - August 2005
Recall November 2003 - November 2004
US Army May 1997 - December 2003
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investments, Wealth Management, Securities, Asset Managment, ETFs, Series 24, Hedge Funds, Retirement, Separately Managed..., Investment Strategies, Financial Services, Investment Advisory, Portfolio Management, Equities, Uniform Combined State..., Asset Management, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance & Entrepreneurship
Bridgewater College 1993 — 1997
BA, History & Political Science
Natixis Global Asset Management January 2008 - Present
MFS Investment Management May 2001 - December 2007
Massachusetts Municipal Association February 1996 - April 2001
Boston Herald 1992 - February 1996
Sentinel & Enterprise 1988 - 1992
Skills
Corporate Communications, Strategic Communications, Business Strategy, Crisis Communications, Investor Relations, Marketing, Internal Communications, Management, Public Relations, Competitive Analysis, Marketing Communications, Project Management, Intranet, Media Relations, Digital Marketing, Press Releases, Social Media Marketing, French, Publications, Strategy, Business Development, Fixed Income, Series 7, ETFs, Series 63, Alternative Investments, Mutual Funds, Hedge Funds
Education
Boston College 1985 — 1988
Bachelor of Arts, Communications
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Natixis Global Asset Management September 2011 - Present
Babson College September 2008 - September 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Boston University 2001 — 2005
History
Natixis Global Asset Management May 2010 - Present
Foreside Advisory Network April 2009 - November 2009
LPL Financial Services March 2000 - March 2009
MFS Investment Management May 1993 - March 2000
William O'Neil + Co. Inc. December 1989 - September 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Finance
Fairfield University 1984 — 1988
BA, Economics
Natixis Global Asset Management November 1998 - Present
Stratus Computer April 1994 - October 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Information Technology
United States Military Academy at West Point 1978 — 1982
BS, General Science
Natixis Global Asset Management April 2014 - Present
Transamerica Investments January 2009 - March 2014
Van Kampen Investments 2007 - 2008
The Hartford 2004 - 2007
Columbia Management 2002 - 2004
Calgary Flames, Anaheim Ducks, Boston Bruins and New York Rangers 1989 - 1998
Skills
401k, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Series 63, Series 7, Wealth Management
Education
Boston College 1985 — 1989
Natixis Global Asset Management August 1994 - Present
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Asset Management, Investments
Education
Boston University - School of Management 1995 — 1997
MBA, Business
University of Arizona 1990 — 1994
BA
Natixis Global Asset Management December 2013 - Present
Natixis Global Asset Management April 2011 - December 2013
GMO January 2005 - April 2011
SSGA 2003 - January 2005
Skills
Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Bloomberg, Equities, Series 7, Asset Managment, Investments, Portfolio Management, Hedge Funds, Financial Modeling, Series 63, Investment Management, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
MSF, Finance
Brandeis University 1999 — 2003
BS, Economics
bridgewater raynham
Principal Financial Group July 2014 - Present
ADP October 2013 - July 2014
Natixis Global Asset Management August 2010 - October 2013
Sun Life Financial March 2008 - May 2010
Cardservice International April 2009 - December 2009
New England Surge May 2007 - September 2007
Northwestern Mutual February 2006 - August 2007
StudentCity.com September 2004 - March 2006
University Painters February 2005 - October 2005
Campbell Plumbing and Heating June 2001 - August 2004
Skills
Financial Services, 401k, Retirement Planning, Strategy, Retirement, Training, Finance, Leadership, Public Speaking
Education
Bentley University 2003 — 2007
Bachelor of Science, Economics-Finance
Natixis Global Asset Management April 2012 - Present
Sun Life Financial January 2010 - March 2012
Columbia Management September 2008 - March 2009
Skills
Series 7, Series 63, Mutual Funds
Education
Boston University Graduate School of Management 2012 — 2015
MBA
Boston College 2004 — 2008
B.S., Finance, Marketing (double major)
Natixis Global Asset Management March 2014 - Present
Natixis Global Asset Management - U.S. Distribution April 2007 - March 2014
Fidelity Investments January 2004 - April 2007
Northern Trust January 1998 - August 2001
Skills
Responsibilities...
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Business
Wittenberg University 1993 — 1997
BA, Business
Natixis Global Asset Management March 2014 - Present
Fidelity Investments July 2009 - March 2014
Citizens Bank October 2008 - June 2009
Wachovia Dealer Services January 2005 - September 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Direct Sales, Inside Sales, Sales Process, Wholesaling, PowerPoint, Certified Financial..., Series 7, Series 63, Investments, 401k, Asset Allocation, Mutual Funds, Retirement, Asset Management, Sales, Portfolio Management
Education
Bryant University 2011 — 2013
Certified Financial Planner, Financial Planning and Services
University of Rhode Island - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Finance, General
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management February 2012 - December 2012
Natixis Global Associates August 2009 - January 2012
Natixis Global Associates 2006 - 2009
Education
Colgate University 2002 — 2006
BA, English, Political Science
Milton Academy
Mayflower Advisors, LLC July 2015 - Present
Natixis Global Asset Management September 2013 - January 2015
ADP September 2009 - September 2013
Fidelity Investments 2003 - 2009
Skills
401k, Mutual Funds, Series 63, Series 7
Education
Babson College 1998 — 2002
Natixis Global Asset Management June 2006 - Present
Lafayette School District November 2002 - April 2006
Ronake LLC August 1998 - October 2002
Montech Financial Services August 1996 - August 1998
Drake Grega & Associates February 1992 - August 1996
Education
California State University-Hayward
Bachelors, Chemistry
Natixis Global Asset Management April 2014 - Present
Natixis Global Associates 2004 - Present
Natixis January 2004 - February 2005
Putnam Investments 2000 - 2004
Education
Colgate University 1991 — 1996
Ba
Natixis Global Asset Management 2013 - Present
Natixis 2007 - 2012
Baystate Financial Services 2004 - 2007
Skills
Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Asset Management, Fixed Income, Equities, Investments, Portfolio Management, Wealth Management, ETFs, Hedge Funds, Investment Strategies, Securities, Investment Advisory, Series 6, Financial Services, Retirement Planning, Investment Management
Education
Bentley University
Bachelor of Science (B.S.), Economics Finance, Magna Cum Laude
Natixis Global Asset Management January 2013 - June 2013
Education
Northeastern University
Boston University
TIAA-CREF July 2014 - Present
First American Insurance Underwriters December 2013 - July 2014
TIAA-CREF 2007 - 2013
Natixis Global Asset Management 2005 - 2007
Sun Life Financial 2004 - 2005
The Hanover Insurance Group 1999 - 2003
Great American Insurance 1992 - 1998
Skills
Series 7, Series 65, Life Insurance, Retirement, Series 6, Annuity Sales, Estate Planning, Sales, Variable Annuities, Term Life Insurance, FINRA, Long-term Care, Investment Strategies, Wealth, Coaching, ETFs, Disability Insurance, Marketing Strategy, Siebel, Salesforce.com, Seminars
Education
Clark University 2002 — 2006
Master of Business Administration (MBA)
Bryant University 1988 — 1992
Bachelor's Degree, Marketing
Needham HS
Natixis Global Asset Management October 2014 - Present
Education
Bentley University 2009 — 2012
City University of New York-College of Staten Island 2008 — 2009
Lawrence Academy 2005 — 2008
High School Diploma
Natixis Global Asset Management May 2006 - Present
Citigroup January 2005 - May 2006
Skills
Bloomberg, Capital Markets, Asset Management, Equities, Financial Markets, Investments, Portfolio Management, Fixed Income, Alternative Investments, Derivatives, Hedge Funds, Series 7, Trading
Education
California State University-East Bay 2013 — 2015
MBA, Finance
Hofstra University
BBA, Information Systems
CIBC January 2014 - Present
CIBC January 2011 - December 2013
TD Bank Group January 2010 - December 2010
Natixis Global Asset Management March 2008 - September 2009
BNP Paribas July 2007 - March 2008
Skills
Banking, Risk Management, Credit, Financial Risk, Retail Banking, Loans, Credit Risk, Mortgage Lending, Commercial Banking, Capital Markets, AML, Credit Analysis, Portfolio Management, Financial Services
Education
ESG Management School 2007 — 2009
Master's Degree, Banking, Corporate, Finance, and Securities Law
Natixis Global Asset Management February 2011 - Present
Vanguard January 2006 - February 2011
Skills
Alternative Investments, Investments, Series 63
Education
Arizona State University
Bachelor's degree, Accounting
Clyde & Co US LLP August 2012 - Present
Clyde & Co LLP June 2011 - May 2012
Superior Court of New Jersey June 2010 - December 2010
Natixis Global Asset Management January 2007 - November 2009
Evolution Financial Technologies July 2003 - October 2006
Fidelity Investments September 2001 - July 2003
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (J.D.)
Boston College 1997 — 2001
Bachelor of Science (BS), Finance and Marketing
Hunterdon Central Regional High School
US Army Aviation and Missile Command February 2011 - Present
Natixis Global Asset Management January 2005 - June 2010
Wellington Management January 1987 - February 2003
Skills
Legal Research, Government Contracts Law, Regulatory Compliance, Negotiation, Management, Training
Education
Suffolk University Law School 1994 — 1998
Doctor of Law (JD)
Boston University 1988 — 1992
BS, Economics
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management July 2011 - Present
Natixis Global Asset Management November 2009 - June 2011
Skills
Series 63, Mutual Funds
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communications
Falmouth Academy 1999 — 2003
BNY Mellon October 2007 - Present
Boston Financial Data Services September 2005 - September 2007
Natixis Global Asset Management September 2000 - September 2005
Education
Bridgewater State College 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Natixis Global Asset Management June 2014 - August 2014
GE Power & Water May 2013 - August 2013
IDG World Expo May 2012 - August 2012
Skills
Leadership, Microsoft Excel, Analysis, Public Speaking, Finance, Account Reconciliation, Sales, QuickBooks, Invoicing, Managerial Finance, Event Planning, Budgets, Data Analysis, Event Management, Microsoft Office, Customer Service
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts, Economics-Accounting. Minor: Art History
Universidad de A Coruna 2013 — 2014
Study Abroad
Empire Asian Restaurant and Lounge November 2014 - Present
Le Cordon Blue College of Culinary Arts November 2014 - Present
Natixis Global Asset Management September 2006 - April 2014
Brigham and Women's Hospital April 2001 - March 2006
Shawmut Design and Construction April 2000 - March 2001
Massachusetts Convention Center Authority November 1999 - December 2000
Tishman Construction, an AECOM Company September 1998 - December 1999
Education
Le Cordon Bleu College of Culinary Arts-Boston 2014 — 2016
Associate of Arts and Sciences (AAS), Culinary Arts/Chef Training
Centro Escolar University
Bachelor of Commerce (B.Com.), Business Administration, Management and Operations
Ashland Pet Concierge June 2014 - Present
Natixis Global Asset Management June 2015 - August 2015
Hanna Andersson May 2013 - October 2013
Skills
Microsoft Excel, Microsoft Word, Stata, Data Entry, Accounting, Finance, Economics
Education
Assumption College 2012 — 2016
Double Major: Accounting, Economics, Senior
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College