Old Mutual Asset Management
Industry: Asset management company
DescriptionHeadquarters: United Kingdom Founded: 1980 Subsidiaries: Landmark Partners, Acadian Asset Management,
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Old Mutual Asset Management Employees
State Street February 2015 - Present
State Street September 2013 - January 2015
Old Mutual Asset Management January 2012 - March 2012
RAINN September 2011 - December 2011
Old Mutual Asset Management June 2011 - August 2011
Ropes & Gray LLP June 2010 - August 2010
Harvard Graduate School of Education July 2009 - August 2009
Harvard Graduate School of Education July 2008 - May 2009
Skills
Research, Public Speaking, Event Planning, Community Outreach, Non-profits, PowerPoint, Social Media, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Qualitative Research, Program Development, Grant Writing, Facebook, Youth Development, Policy Analysis, Stata, Editing, Quantative Analysis, Computer Building
Education
Hamilton College 2009 — 2013
Bachelors Degree, Government
Sophia University 2012 — 2012
Political Science and Government
Malden High School 2005 — 2009
High school diploma
CACI International Inc December 2012 - Present
Old Mutual Asset Management December 2010 - December 2012
Toolmex Corporation March 2010 - December 2010
Dassault Systemes Simulia Corp May 2004 - March 2010
Skills
Active Directory, Servers, Disaster Recovery, Windows 7, Windows XP Professional, ipad, iphone, black, Mac OS, Hardware, Networking, Technical Support, iPad, iPhone, Laptops, Help Desk Support, Blackberry, Troubleshooting
Education
New England Institute of Technology 2006 — 2008
Associate of Science, IT Networking
New England Institute of Technology
Associate of Science, IT Networking
University of Rhode Island
Loomis Sayles April 2012 - Present
Loomis Sayles 2009 - April 2012
Old Mutual Asset Management April 2007 - December 2008
Columbia Management April 2000 - April 2007
Accenture Strategic Services 1996 - 2000
PricewaterhouseCoopers 1991 - 1994
Education
Harvard Business School 1994 — 1996
MBA
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Economics-Accounting
Old Mutual Asset Management Trust Company 2011 - 2013
Old Mutual Asset Management Trust Company 2008 - 2011
Old Mutual Asset Management 2005 - 2008
Venture FSG 1998 - 2005
Fidelity Investments 1995 - 1998
Mercer 1991 - 1995
Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Financial Services, Investments, Asset Allocation, Strategy, Derivatives, Investment Management, Asset Management, Finance, Series 63
Education
Boston College, Wallace E. Carroll School of Management
Master of Business Administration (MBA), Strategic Management
Brown University 1987 — 1991
BA, Economics
Xaverian Brothers High School 1983 — 1987
Nationwide Insurance June 2015 - Present
Hartford Funds August 2013 - June 2015
Cipperman Compliance Services, LLC April 2012 - July 2013
Ethos Health Communications May 2011 - April 2012
Ashfield Healthcare March 2010 - October 2010
Old Mutual Asset Management September 2008 - December 2008
SEI January 2006 - September 2008
SEI September 2003 - January 2006
SEI April 2001 - September 2003
Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development
Education
Saint Joseph's University 2003 — 2007
MBA
Arcadia University
MS in BA
Arcadia University
Bachelor's Degree
Neshaminy High School
Montage Investments September 2011 - Present
Old Mutual Asset Management July 2009 - August 2011
Old Mutual Capital September 2007 - August 2009
Old Mutual Capital June 2005 - September 2007
Old Mutual Capital 2004 - 2005
Jackson National Life 2002 - 2004
Janus Capital Group 2000 - 2002
Skills
FINRA Series 6, Series 7, Series 24, Series 63, Series 66, Alternative Investments, Mutual Funds, Hedge Funds, Separately Managed..., Wholesaling, Registered Investment..., Captives, Territory Account..., Presentations, Sales Prospecting
Education
San Diego State University-California State University 1993 — 1996
B.S.
BIC Group, LLC June 2015 - Present
Universal Financial Consultants April 2007 - December 2013
Old Mutual Asset Management January 2006 - April 2007
Security Benefit January 2004 - January 2006
Transamerica January 2002 - November 2003
Lincoln Financial Distributors January 1997 - January 2002
AIM/Invesco January 1994 - January 1997
New York Life Insurance Company August 1992 - January 1994
Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Arts (B.A.)
State Street October 2010 - September 2015
Old Mutual Asset Management May 2007 - March 2009
Putnam Investments January 1987 - May 2007
Skills
Change Management, Performance Management, Talent Management, Talent Acquisition, Succession Planning, Development Planning, HR Business Partner
Education
Stonehill College 1982 — 1986
Bachelor of Science (BS), BS Management
Queensbury High School 1978 — 1982
Natixis Global Asset Management, L.P. June 2015 - Present
Natixis Global Asset Management, L.P. February 2011 - June 2015
John Hancock Financial Services June 2010 - February 2011
Old Mutual Asset Management July 2007 - June 2010
Wolf & Company, P.C. September 2005 - July 2007
Skills
Operational Risk..., Internal Controls, Compliance Assessments, Internal Audit, External Audit, Morningstar Direct, Trade Compliance, Operational Risk, AML, Risk Management, Anti Money Laundering, Financial Modeling, Sarbanes-Oxley Act
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2005
Bachelor of Science (B.S.), Business Administration: Accounting
OMAM (Old Mutual Asset Management) July 2012 - Present
Old Mutual Asset Management March 2008 - July 2012
Old Mutual Asset Management September 2010 - February 2011
Old Mutual US December 2001 - March 2008
UAM Investment Services, Inc. April 2001 - December 2001
Signature Financial Group, Inc. September 1991 - March 2001
MFS Investment Management September 1987 - September 1989
Skills
Mutual Funds, Alternative Investments, Investments, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Fixed Income, Securities, Investment Management, Capital Markets, Management, Due Diligence, Private Equity, Risk Management
Education
Boston University School of Law 1989 — 1992
JD
Bates College 1983 — 1987
BA, Mathematics
Harvard Business School
Graduate, Advanced Management Program
Veracode February 2013 - Present
Avid Technology April 2012 - October 2012
Old Mutual Asset Management September 2009 - April 2012
NewStar Financial June 2007 - September 2009
Snow and Jones, Inc. September 2001 - June 2007
Skills
IT Project Management, IT Infrastructure..., IT Operations Management, Disaster Recovery, Leadership, IT Management, Data Center, IT Strategy, Vendor Management, IT Operations, Infrastructure, Certified Scrum Product..., Project Management, Cloud Computing, Business Intelligence, Business Continuity, Enterprise Architecture, Virtualization, IT Service Management, VMware, Integration, Security, Active Directory, Windows Server, Information Technology, SaaS, Networking, Technical Support, Management, Enterprise Software, Professional Services, Firewalls, Managed Services, Servers, Information Security, Agile Methodologies, Strategy, Network Security
Education
Brandeis University 2012 — 2016
MS, Information Technology Management
Emmanuel College
BA, Business Administration
Norwell High
Villanova University
Master Certificate, IT Project Management
Loomis, Sayles & Company December 2013 - Present
Loomis, Sayles & Company December 2012 - Present
Old Mutual Asset Management October 2010 - December 2012
KPMG Advisory September 2007 - September 2010
New York Life Investments September 2006 - March 2007
Skills
Portfolio Management, Portfolio Analytics, Financial Modeling, Financial Statement..., Equity/Fixed Income..., Macroeconomics, Client Service, Asset Management, Client Services, Financial Risk, Investments, Due Diligence, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
BS, Economics & Finance
Atlantic Trust March 2014 - Present
US Trust, Bank of America Private Wealth Management January 2010 - March 2014
Old Mutual Asset Management March 2005 - January 2010
Prudential July 2003 - March 2005
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management..., Wealth Management, Asset Management, Mutual Funds
Education
CFA Institute
CFA
Tufts University 1999 — 2003
B.A., Economics
Old Mutual Asset Management October 2008 - Present
Royal Bank of Scotland January 2007 - October 2008
Management Consulting Group January 2004 - September 2007
Perot Systems Government Services January 1998 - November 2002
Skills
Sarbanes-Oxley Act, Project Management, Financial Accounting, Financial Controlling, Financial Risk, Internal Controls, Financial Risk..., Financial Reporting
Education
Suffolk University 1998 — 2001
Master's degree, Accounting and Finance, 3.3
University of Saint Thomas 1988 — 1992
Bachelor's degree, Accounting, 3.0
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
EMH&T April 2010 - Present
Old Mutual Asset Management May 2007 - January 2010
Basic Management, Inc. May 2004 - February 2007
Fremont Street Experience March 2001 - May 2004
Skills
Human Resources, Event Management, Budgets, Microsoft Excel, Microsoft Word, Outlook, Marketing, Management, Adobe Acrobat, Time Management, Data Entry, Editing, PowerPoint, Project Management, Advertising, Accounting, SharePoint, Invoicing, Integrated Marketing, Microsoft Office, Analysis
Education
University of Nevada-Las Vegas 1999 — 2006
Bachlor of Liberal Arts, Criminal Justice
Southcoast Health System & Southcoast Hospitals Group February 2002 - April 2010
Old Mutual Asset Management January 2002 - February 2002
Old Mutual Asset Management May 2000 - January 2002
Coverys (ProMutual Group) August 1996 - May 2000
Coverys March 1996 - August 1996
Coverys February 1993 - March 1996
Skills
Financial Analysis, Financial Reporting, Healthcare, Meditech, MS Excel, Access, Finance, Healthcare Information..., Hospitals, Healthcare Management, HIPAA, Access, Process Improvement, Meditech, McKesson HBOC, Investments, Account Reconciliation, Employee Training, Customer Service
Education
University of Massachusetts Dartmouth 1988 — 1992
Bachelor's degree, Finance
The Ironside Group, Inc. May 2013 - Present
Babson College May 2012 - May 2013
Old Mutual Asset Management March 2011 - May 2012
NewStar Financial 2007 - 2011
NewStar Financial 2006 - 2007
NewStar Financial 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Valuation, Critical Thinking, Problem Solving, Accounting, Corporate Finance, Corporate Development, Acquisition Analysis, Analysis, Bloomberg, Business Analysis, Business Valuation, Due Diligence, Finance, Financial Reporting, Management, Mergers, Portfolio Management, Start-ups, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA)
Providence College 1999 — 2003
BS, Finance
Old Mutual Asset Management May 2014 - Present
Healthworks Fitness Centers for Women October 2011 - Present
Cambridge Associates October 2007 - May 2014
Cambridge Associates January 2006 - October 2007
Sonesta Hotels January 2005 - January 2006
Skills
Event Planning, Event Management, Corporate Events, Conferences, Meeting Planning, Social Media, Email Marketing, Social Media Marketing, Hospitality, Hospitality Industry, Hotels, Hospitality Management, Budgets
Education
Clark University 1999 — 2003
Bachelor of Arts (BA), Art History, Criticism and Conservation
Forrester Research July 2015 - Present
Beth Israel Deaconess Medical Center September 2014 - June 2015
Manulife Asset Management January 2014 - September 2014
John Hancock June 2008 - January 2014
Old Mutual Asset Management October 2006 - June 2008
Melick, Porter & Shea, LLP February 2006 - October 2006
Zwicker & Associates, P.C. June 2003 - February 2006
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Travel Arrangements, Customer Service, Lotus Notes
Education
Salem State University 2000 — 2003
Bachelor of Science (BS)
Basho Technologies, Inc February 2015 - Present
Basho Technologies, Inc April 2014 - January 2015
Old Mutual Asset Management August 2011 - April 2014
Orchard Brands November 2010 - August 2011
Deloitte & Touche September 2007 - November 2010
Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS in Accounting, Accounting
Bentley University 2002 — 2006
BS Corporate Finance and Account, Accounting and Finance
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
Old Mutual Asset Management July 2014 - Present
State Street Global Advisors January 2013 - July 2014
State Street Global Advisors February 2012 - December 2012
PricewaterhouseCoopers, LLP June 2001 - February 2012
Education
Tufts University 1997 — 2001
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Fidelity Investments July 2015 - Present
Old Mutual Asset Management June 2014 - August 2014
University of Wisconsin-Madison March 2014 - May 2014
University of Wisconsin-Madison January 2013 - July 2013
University of Wisconsin-Extension September 2012 - July 2013
Old Mutual Asset Management June 2012 - August 2012
Danny TA Bui, DDS April 2007 - July 2011
Delaney McKinney, LLP September 2010 - January 2011
Law Offices of Esteban Gergely June 2009 - June 2010
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Arts (B.A.), Legal Studies
Universidad de Sevilla 2014 — 2015
Nelson Mandela Metropolitan University
Standish Management, LLC May 2011 - Present
Old Mutual Asset Management October 2010 - May 2011
PricewaterhouseCoopers September 2006 - September 2010
Bentley University September 2004 - May 2006
Skills
Auditing, Financial Reporting, GAAP, Corporate Finance, Investments, Private Equity, Hedge Funds, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters of Science, Accounting
Bentley University 2002 — 2006
BS, Corporate Finance and Accounting / Mathematical Sciences
Hasbro June 2015 - Present
MIT Sloan School of Management September 2013 - June 2015
Hasbro June 2014 - August 2014
Luminent LLC August 2012 - August 2013
Old Mutual Asset Management 2010 - 2012
CRT Investment Banking LLC 2007 - 2010
Morgan Stanley May 2006 - August 2006
Tata Consultancy Services August 2005 - September 2005
Skills
Writing, Valuation, Competitive Analysis, Persuasive Presentations, Capital Markets, Microsoft Excel, Equities, Finance, Negotiation, Industry Research, Creative Writing, Investment Banking, SEC filings, PowerPoint, Management, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Bentley University 2003 — 2007
BS, Economics & Finance
PNC Capital Advisors, LLC 2015 - Present
Nook Gate Consulting 2013 - 2014
Maryland Capital Management 2011 - 2013
State Street Global Advisors 2007 - 2010
Old Mutual Asset Management 2002 - 2007
AllianceBernstein 2000 - 2002
Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)
Mount St. Mary's University
Bachelor of Arts (B.A.), Rhetoric - Classics, Philosophy & Theology Emphasis
Barneys New York October 2013 - Present
Project STARFISH America November 2013 - February 2014
Saks Fifth Avenue August 2012 - October 2013
Sephora October 2011 - August 2012
Alacritech August 2010 - May 2011
Back Bay Restaurant Group January 2009 - August 2010
National Braille Press March 2008 - July 2008
Vitale, Caturano & Company January 2005 - March 2008
Old Mutual Asset Management March 2003 - July 2004
Ptech, Inc. October 2001 - June 2002
Skills
Brand Awareness, Marketing Communications, Online Marketing, Marketing Strategy, Program Management, Public Relations, Event Management, Cross-functional Team..., Lead Generation, SEO, Content Strategy, Product Launch, Store Management, Staff Management, Luxury Retail Management, Staff Development, Skin Care, Fragrance, Cosmetics, Cosmeceuticals, Brand Loyalty, Aromatherapy, Inventory Management, Visual Merchandising, Operations Management, Training Course..., Instructor-led Training, Training & Development, Retail Sales, Corporate Branding, Web Architecture, Staff Supervision, Project Planning, Restaurant Management, Website Development, Content Development, Content Creation, Web Content Management, Publishing, Product Launches, Brand Management, Training, Luxury Goods, Management, Strategy, Marketing, Sales, Leadership
Education
Boston Language Institute 2015 — 2016
Portuguese, Portuguese Language and Literature
San Jose State University 1991 — 1995
BS, International Business
Old Mutual Asset Management November 2008 - Present
Old Mutual Asset Management December 2005 - November 2008
Liberty Ridge Capital October 2004 - December 2005
Old Mutual Advisor Funds / PBHG Funds 2001 - 2005
Pilgrim Baxter & Associates April 2001 - October 2004
Delaware Investments, a member of the Macquarie Group September 1995 - April 2001
Corestates Financial Corp / Philadelphia National Bank November 1988 - August 1995
Federal Energy Regulatory Commission 1985 - 1988
Education
University of Scranton 1981 — 1985
BS, Accounting
Liberty Mutual Insurance September 2012 - May 2013
Liberty Mutual May 2011 - September 2012
Liberty Mutual July 2009 - May 2011
State Street May 2008 - August 2008
Old Mutual Asset Management May 2007 - August 2007
Skills
Corporate Finance, Finance, Investor Relations, Financial Analysis, Financial Modeling, Valuation, Insurance, Financial Reporting, Risk Management, Investments, Underwriting, Strategic Financial..., Bloomberg, Essbase, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Private Equity, Portfolio Management
Education
Harvard Business School 2013 — 2015
Candidate for Master of Business Administration degree, June 2015, MBA
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance
Criteo August 2015 - Present
Wayfair October 2014 - July 2015
Wayfair March 2014 - September 2014
Jones Lang LaSalle June 2013 - August 2013
Hill Holliday June 2012 - August 2012
Ropes & Gray, LLP June 2011 - August 2011
Centre College SGA August 2010 - May 2011
Kentucky School for the Deaf August 2010 - May 2011
Old Mutual Asset Management June 2010 - August 2010
Skills
Volunteer Management, International Relations, Project Planning, Advertising, Access, Community Outreach, Data Analysis, Nonprofits, Public Speaking, Social Networking, PowerPoint, Marketing, Social Media, Budgets, Non-profits, General Awesomeness, Fundraising, Customer Service, Editing, Social Media Marketing, Staff Development, Blogging, Microsoft Office
Education
Boston Latin School
Centre College
BA, Modern Foreign Languages
Old Mutual Asset Management March 2005 - July 2011
State Street January 1998 - August 2002
State Street September 1995 - January 1998
PwC 1990 - 1995
PwC August 1986 - June 1990
Skills
Team Leadership, Internal Audit, Risk Management, CPA, External Audit, Process Improvement, Financial Risk, Financial Audits, Internal Controls, Auditing, Sarbanes-Oxley, Financial Services, Asset Management
Education
Nichols College 1982 — 1986
BS, Business Administration, Major: Accounting Minor: Finance, Magna Cum Laude 3.78 GPA
Four Springs Capital LLC October 2013 - January 2015
Bluerock Real Estate June 2012 - June 2013
Hebron Education Foundation February 2011 - March 2013
Alternative Wealth Group September 2009 - June 2012
Cole Capital April 2008 - August 2009
Allianz July 2007 - March 2008
Old Mutual Asset Management August 2001 - June 2007
Citi October 1998 - April 2001
American Skandia June 1995 - April 1998
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investments, Financial Advisory, Investment Management, Fixed Annuities, Finance, ETFs, Capital Markets, Series 63, Insurance, Series 7, Separately Managed..., Securities, Wealth Management, Asset Allocation, Retirement Planning, Series 24, Investment Strategies
Education
Bentley University 1988 — 1992
BS, Economics/Finance
Quality Health Concepts, LLC May 2010 - Present
New Hope Family Chiropractic July 2011 - May 2012
Republic Financial Corporation August 2006 - January 2009
Old Mutual Asset Management August 2004 - June 2006
Skills
Community Outreach, Therapeutic Massage, Wellness, Series 63, Chronic Pain, Chair Massage, Small Business
Education
Denver School of Massage Therapy 2009 — 2010
Colorado State University 1994 — 1998
Bachelor of Science in Business Administration, Finance
Arapahoe High School
Five Points Capital November 2014 - Present
Greenspring Associates April 2009 - November 2014
PRC May 2007 - April 2009
New Boston Fund June 2002 - May 2007
Natixis Global Asset Management February 1998 - June 2002
Old Mutual Asset Management February 1995 - February 1998
Education
Denison University 1984 — 1988
B.A.
McDonogh School 1978 — 1984
AQR Capital Management September 2013 - Present
State Street Global Advisors August 2012 - September 2013
Old Mutual Asset Management September 2009 - July 2012
Rinet Company, LLC September 2005 - September 2009
US Trust 2003 - 2005
Education
Colgate University 1998 — 2002
BA, Economics
Charles Schwab November 2010 - Present
Old Mutual Asset Management January 2006 - November 2010
Fidelity Investments 1991 - January 2006
Skills
Series 24, 401k, Investments, Mutual Funds, Asset Allocation, Relationship Management, ETFs, Consultant Relations, DCIO, RIA, Business Development
Education
Merrimack College 1985 — 1989
BA, Economics
Harvard University May 2015 - Present
iCorps Technologies May 2014 - May 2015
Old Mutual Asset Management May 2011 - August 2013
Hamilton College ITS Help Desk December 2010 - August 2012
Welch's June 2010 - August 2010
Best Buy October 2008 - May 2010
Skills
Technical Support, Networking, Software Installation, Training, Operating Systems, Sales, A+ Certified, Troubleshooting, Microsoft Office, Windows 7, Leadership, Microsoft Excel, PowerPoint, Customer Service, Retail, Theatre, Shakespeare, Stage Combat, Voice Acting
Education
Hamilton College 2010 — 2014
Bachelor of Arts, Theatre/Theater
Madison Park Vocational Technical High School 2006 — 2010
High School Diploma, Computer Hardware and software
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Old Mutual Asset Management December 2013 - Present
BlumShapiro August 2011 - December 2013
Sacred Heart University August 2010 - May 2011
BlumShapiro February 2010 - April 2010
Scap Auto July 2009 - December 2009
Ward, Fisher, LLP February 2009 - May 2009
Capossela, Cohen, LLC May 2008 - August 2008
Skills
QuickBooks, Accounting, Tax Accounting, Corporate Tax, Individual Tax, ProSystem fx Tax, ProSystem fx Engagement
Education
Sacred Heart University 2010 — 2011
MBA, Accounting
Bryant University 2005 — 2009
BS, Accounting
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
FaceForward, Inc. July 2013 - August 2015
Old Mutual Asset Management Trust Company February 2012 - January 2013
Old Mutual Asset Management September 2008 - February 2012
EF Education First January 2007 - June 2007
Harpoon Brewery June 2005 - October 2006
Skills
Event Management, Exceptional written,..., High integrity and..., Problem-solving and..., Customer Service, Research, Social Media, Microsoft Office, Event Planning, Community Outreach, Microsoft Excel, Budgets, PowerPoint, Fundraising, Leadership, Troubleshooting, Analysis, Outlook, Data Analysis, Management
Education
Suffolk University - Sawyer Business School 2013 — 2015
Masters of Business Administration
Wheaton College (MA) 2001 — 2005
Bachelor of Arts, European History
University College Cork
Semester Abroad, Foreign Studies Program
Lexington Insurance June 2009 - Present
Old Mutual Asset Management June 2008 - November 2008
John Hancock July 2005 - June 2008
Sun Life Financial May 2004 - July 2005
Sun Life Financial March 2000 - May 2004
Sun Life Financial March 1998 - March 2000
The World Bank May 1995 - September 1997
Skills
Financial Analysis, Accounting, Forecasting, Budgets, Variance Analysis, Financial Reporting, Process Improvement, Report automation, Internal Controls, Expense Allocation, Monthly Close, Tax Preparation, Financial Modeling, Analysis, Essbase, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 1999 — 2003
MBA
Ecole Nationale Supérieure des Technologies et Industries du Bois 1993 — 1994
Post Graduate
Universiteti Bujqësor i Tiranës 1988 — 1993
B.S.
Elementary school
High School
Kokos Strategic Advisers 2012 - Present
Barrington Partners 2012 - Present
Old Mutual Asset Management 2009 - 2012
Oliver Wyman 2007 - 2009
Putnam Investments 2003 - 2005
HSBC Securities (USA) Inc. 1999 - 2003
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Asset Management, Financial Modeling, Investment Banking, Strategy, Corporate Finance, Finance, Mergers, Hedge Funds, Management Consulting, Valuation, Investment Management, Equities, Investment Strategies, Portfolio Management, Strategic Planning, Strategy Development, Succession Planning, Restructuring, Divestitures, Capital Budgeting, Compensation Plans, Executive Compensation, Recruitment/Retention, Integration, Distribution, Financial Analysis, Business Strategy, Corporate Development, Acquisition Integration, Venture Capital, Competitive Analysis, Capital Markets, Business Planning, Fixed Income, New Business Development, Financial Management, Start-ups, Negotiation, Business Analysis, Pricing, Wealth Management, Marketing Strategy, Series 63, Series 79, Business Development, Alternative Investments
Education
Yale University 2005 — 2007
MBA, Investment Management and Strategy
Boston College 1995 — 1999
BS, Finance
Confident Defense March 2015 - Present
Old Mutual Asset Management May 2012 - March 2015
Motion Recruitment Partners December 2011 - May 2012
McGladrey October 2010 - December 2011
Old Mutual Asset Management January 2010 - September 2010
Matson&Isom Technology Consulting June 2009 - August 2009
Other Work History June 2007 - August 2008
Skills
Firewalls, Security, Active Directory, Network Security, VMware, Cisco Technologies, Citrix, Windows Server, Virtualization, Networking, Computer Security, Storage Area Networks, Information Security, VPN, Network Administration, Linux, Sonicwall, Network Architecture, Juniper, PIX, Cisco Networking, Juniper Technologies, Vulnerability Assessment, Cisco devices, Websense, McAfee, Checkpoint, Group Policy, RSA SecurID
Education
Boston University 2010 — 2014
BS, Business Administration and Management, General
Butte Community College 2006 — 2009
AS, CCENT, MCITP, Computer Science / Security
Constant Contact (through King & Bishop) September 2014 - January 2015
Old Mutual Asset Management June 2011 - February 2014
Old Mutual Asset Management January 2010 - June 2011
Old Mutual Asset Management January 2007 - February 2010
Old Mutual Asset Management f/k/a United Asset Management May 1998 - December 2006
Harcourt General 1990 - 1998
Keystone Custodian Funds (Evergreen) July 1985 - August 1990
Skills
Relationship Management, Portfolio Management, Alternative Investments, Asset Management, Asset Managment, Mutual Funds, Investments, Equities, Insurance, Financial Risk, Hedge Funds, Business Analysis, Risk Management, Cross-functional..., Fixed Income, Treasury, Cash Management, Project Management, Socially Responsible..., Minute Taking, Peer Relationships, Presentation Development, Reporting Metrics, Due Diligence, Product Development, Contractual Agreements, Financial Services, Professional Liability, Financial Analysis, Financial Forecasting, PowerPoint, Microsoft Excel, Series 7, Microsoft Word, Budgeting
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Business
Colgate University 1981 — 1985
BA, IR/Russian Studies
Bain & Company April 2015 - Present
Bain & Company August 2014 - April 2015
Bain & Company November 2013 - August 2014
Bain & Company January 2013 - November 2013
Old Mutual Asset Management May 2011 - January 2013
Skills
Event Planning, Microsoft Office, Event Management, Microsoft Word, Outlook, PowerPoint, Social Media, Microsoft Excel, SharePoint, Access, Fundraising, Training, Leadership, Human Resources, Nonprofits
Education
University of New Hampshire 2005 — 2009
Bachelor of Science, Family Studies
Richmond, The American International University in Florence
Cushing Academy
Old Mutual Asset Management July 2013 - Present
Extreme Reach March 2011 - July 2013
Legal Aid of North Carolina May 2010 - December 2010
North Carolina State University August 2009 - December 2010
Nouria Energy Inc. June 2008 - August 2008
Skills
Microsoft Office, QuickBooks, Accounts Receivable, Client Billing, Great Plains Software, Account Reconciliation, Operating Budgets, Procedure Manuals, Accounts Payable, Auditing, Journal Entries, Invoicing, General Ledger, Bank Reconciliation
Education
North Carolina State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
Mindshare April 2014 - Present
Mindshare May 2013 - April 2014
Mindshare November 2012 - May 2013
Gonzaga University January 2011 - May 2012
Old Mutual Asset Management May 2011 - August 2011
Old Mutual Asset Management May 2010 - August 2010
Skills
Portfolio Management, Marketing, Leadership, Microsoft Word, Quantitative Research, Financial Analysis, Data Analysis, Marketing Communications, Omniture, Strategic Planning, Web Analytics, Digital Marketing, Financial Reporting, Business Ethics, Philosophy, Attribution Modeling, Microsoft Excel, Analysis, Economics, Public Speaking, Social Media, PowerPoint
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Philosophy, Cum Laude
D'Evelyn Jr/Sr High School 2002 — 2008
Old Mutual Asset Management August 2005 - Present
Philadelphia Compliance Roundtable 1995 - 2012
US Securities and Exchange Commission 1992 - 1995
Skills
Compliance
Education
Temple University
BBA
Temple University - Fox School of Business and Management
MBA
National Grid February 2015 - Present
National Grid September 2013 - February 2015
Greenough Communications February 2011 - September 2013
Old Mutual Asset Management September 2008 - February 2011
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Middlebury College 2003 — 2007
BA, Economics, English
Eaton Vance January 2012 - Present
Old Mutual Asset Management February 2009 - January 2012
KPMG June 2007 - November 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Masters, Accounting
Villanova University 2003 — 2007
BS, Accounting
Advance Medical, Inc. April 2015 - Present
Batterymarch Financial Management April 2006 - January 2015
Old Mutual Asset Management January 2005 - April 2006
Old Mutual Asset Management September 2002 - January 2005
Old Mutual Asset Management September 1999 - September 2002
Old Mutual Asset Management July 1997 - September 1999
Arthur Andersen LLP September 1993 - July 1997
Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Brockton High School
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2001 - 2008
The Boston Company Asset Management/Mellon Institutional Asset Management 1988 - 2001
Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Analysis, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Securities, Investment Strategies, Asset Management, Mutual Funds, Corporate Development, Investment Management, Asset Allocation, Financial Modeling, Strategic Planning, Business Strategy, Wealth Management, Bloomberg
Education
Harvard University 1978 — 1982
A.B., Economics
St. Paul's School 1975 — 1978
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Standard Life Investments Securities September 2013 - Present
Old Mutual Asset Management August 2010 - April 2013
Skandia Securities Americas, Inc March 2009 - October 2010
Bank of America June 2000 - March 2009
Education
Boston University Questrom School of Business 2006 — 2007
Saint Anselm College 1990 — 1994
BA, History
Performa Limited (US), LLC August 2012 - Present
Thomson Horstmann & Bryant, Inc. December 2010 - October 2014
Loring, Wolcott & Coolidge August 2011 - August 2012
Old Mutual Asset Management 1999 - October 2010
eSecLending May 2001 - May 2006
United Asset Management Trust Company December 1999 - May 2001
Grantham Mayo Van Otterloo 1997 - 1999
Mellon Bank May 1995 - December 1997
Education
Saint Anselm College 1991 — 1995
BS, Accounting
Hudson High School 1988 — 1991
High School Diploma, College Prep
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Independant IT Consultant July 2012 - Present
Marsh & McLennan Companies, Inc. September 2011 - July 2012
Omgeo June 2009 - October 2011
Old Mutual Asset Management September 2007 - November 2008
Citizens Bank - RBS Americas September 1999 - September 2007
ING - Equitable Life of Iowa 1997 - 1999
Connecticut Natural Gas Corporation - Energy East 1988 - 1997
Skills
Disaster Recovery, Enterprise Architecture, Data Center, Infrastructure, Change Management, Integration, Process Improvement, Storage, Security, ITIL, Business Process, Management, Enterprise Software, Leadership, Professional Services, Vendor Management, Information Technology, Strategy, Project Planning, Start-ups, IT Strategy, IT Management, Cloud Computing, Strategic Partnerships, Outsourcing, Project Management, Networking, Service Delivery, Consulting, Analysis, Testing, SDLC, Technical Support, Six Sigma
Education
University of Hartford
BSBA, Business Administration and Management
Fidelity Investments June 2015 - Present
MassMutual Financial Group January 2013 - May 2015
The Hartford December 2008 - December 2012
Old Mutual Asset Management March 2007 - November 2008
Fidelity Investments May 2005 - March 2007
Skills
ERISA, 401k, Financial Services, Retirement
Education
Clark University 2006 — 2009
MBA, Management
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual September 2014 - December 2014
Old Mutual Asset Management November 1998 - December 2012
Federal Reserve Bank of Boston November 2004 - December 2006
Federal Reserve Bank of Boston January 1997 - October 1998
Federal Reserve Bank of New York August 1992 - July 1994
Skills
IT Risk Management, IT Project & Program..., Governance, Enterprise Architecture, Integration, Leadership, SDLC, Information Security, Risk Assessment, Operational Risk..., CRM Integration, Data Privacy, IT Controls, Web Strategy, Website Development, Applications..., Compliance Systems, Financial Systems, Presentation Design, Process Flow..., Business Continuity, Disaster Recovery, Asset Management, Hedge Funds, Strategy, Portfolio Management, Program Management
Education
Tufts University 1988 — 1992
BA, Economics
The Loomis Chaffee School 1984 — 1988
Berkshire Partners February 2012 - Present
Audax Group May 2007 - February 2012
Old Mutual Asset Management 2006 - 2007
Ropes & Gray LLP 2002 - 2006
Education
Boston College Law School 1999 — 2002
JD
American University 1994 — 1998
B.A., Political Science, Economics
Nashua High School
Athena Point Lookout Resort & Conference Center December 2012 - Present
J.Jill January 2011 - June 2012
Dunkin' Brands May 2006 - October 2010
Fidelity Investments January 2006 - May 2006
Thomson CompuMark February 2005 - December 2005
State Street 2002 - 2004
Old Mutual Asset Management 1999 - 2001
BTM Capital Corporation 1997 - 1999
Skills
Financial Analysis, Forecasting, Business Analysis, Budgeting, Financial Modeling, Essbase, P&L, Budgets, Managerial Finance, Finance, Income Statement, Analysis, Corporate Finance, Accounting, Auditing, Business Planning, Mergers & Acquisitions
Education
Fairfield University
BS, Finance
Fairfield University
Bachelor of Science (B.S.), Accounting and Finance
Dassault Systèmes 2014 - Present
Iron Mountain 2013 - 2013
State Street Bank 2012 - 2013
Affiliated Managers Group 2012 - 2012
Sun Life Financial 2008 - 2012
The Pentad Group 2005 - 2008
Old Mutual Asset Management 2000 - 2005
Skills
Accounting, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Modeling, Business Process..., Strategic Financial..., Risk Management, Auditing, Mergers, Financial Services, Sarbanes-Oxley, Business Analysis, Investments, Finance, Forecasting, Financial Planning
Education
Colgate University
BA, History & Economics
Northeastern University - Graduate School of Business Administration
MS, Accounting
Northeastern University - Graduate School of Business Administration
MS/MBA, Accounting & General Management
Aberdeen Asset Management September 2010 - Present
Old Mutual Asset Management June 2009 - September 2010
Bank of America/Columbia Management June 2006 - June 2009
Bank of America June 2006 - June 2009
Davenport & Company LLC 2003 - 2006
FINRA 2000 - 2003
NASD 2000 - 2003
Education
Assumption College 1995 — 1999
BA, Economics
Federal Reserve Bank of Boston October 2014 - Present
Old Mutual Asset Management November 2012 - August 2013
John Hancock Investments September 2009 - November 2012
Wellington Management 2008 - 2009
Weiss Asset Management October 2006 - May 2008
Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity
Education
Bentley University 2013 — 2014
Master's Degree, Finance
Goldman Sachs Asset Management August 2010 - Present
Old Mutual Asset Management April 2007 - February 2010
AIM Private Asset Management 2000 - 2007
Beutel, Goodman Capital Management 1997 - 2000
A. G. Edwards & Sons, Inc. 1992 - 1997
Education
Northern Illinois University 1981 — 1985
Nuance Communications March 2014 - Present
Nuance Communications June 2011 - February 2014
Old Mutual Asset Management June 2005 - June 2011
FleetBoston Financial 2001 - 2005
Skills
Financial Modeling, Fixed Income, Financial Analysis, Equities, Corporate Finance, Investments, Finance, Accounting, Portfolio Management, Capital Markets, Asset Managment, Budget, Valuation, Financial Reporting, Insurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Asset Management, Budgets, Essbase, Strategic Financial..., Financial Services
Education
Suffolk University - Sawyer Business School 2006 — 2010
MBA
Bentley University 1997 — 2001
Bachelor's degree, Accounting Information Systems
Fidelity Management & Research Co. (FMR) August 2014 - Present
Fidelity Management and Research Co. (FMR) August 2010 - July 2014
Old Mutual Asset Management September 2009 - July 2010
Batterymarch Financial Management June 2008 - August 2008
Natixis Global Asset Management November 2003 - June 2007
Skills
Mutual Funds, Investment Strategies, Institutional Investors, Equities, Valuation, Hedge Funds, Portfolio Management, Investments, Investment Management, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
M.B.A.
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance, Spanish
TriNet July 2014 - November 2014
First Republic Bank January 2011 - June 2014
Sidley Austin January 2010 - January 2011
Wilson Sonsini Goodrich and Rosati September 2006 - January 2010
Old Mutual Asset Management June 2004 - September 2006
WilmerHale 2003 - 2004
Skills
Securities Regulation, Intellectual Property, Corporate Law, Legal Research, Corporate Governance, Commercial Litigation, Mergers, Due Diligence, Privacy Law, Legal Writing, Securities, Venture Capital, Private Equity, Employment Law
Education
Georgetown University Law Center 2002 — 2003
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
University of Miami School of Law 1999 — 2001
Doctor of Law (JD)
Yale University 1995 — 1999
B.A., History
Ascensus Inc. - College Savings Division December 2013 - Present
Old Mutual Asset Management November 2010 - January 2013
Pope John Paul II Catholic Academy 2010 - 2010
Fiserv Output Solutions September 2005 - November 2009
Putnam Investments 1992 - 2005
Skills
Succession Planning, Organizational..., HRIS, Organizational..., Applicant Tracking..., Organizational Design, Human Resources, Recruiting, Financial Services, PeopleSoft, Career Development, Process Improvement, Mergers, New Hire Orientations, Employee Relations, Performance Management, Talent Management, Employee Engagement
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science, School of Public Health
Bishop Feehan High School 1984 — 1988
IHS February 2015 - Present
Old Mutual Asset Management June 2011 - February 2015
Cambridge Systematics August 2008 - June 2011
The TriZetto Group April 2007 - May 2008
Old Mutual Asset Management July 1995 - February 2007
Amstaco Office Products January 1992 - May 1995
Skills
Facilities Management, Customer Service, Vendor Relations, Vendor Management, Organizing, Microsoft Office, Excel, Office Management, Visio, MS Project, HVAC, Office Services, Project Management, Inventory Management, Ordering Office Supplies, Site Relocation, Budgets, Security, Microsoft Excel, Contract Negotiation, Process Improvement, Training, Contract Management
Education
Wentworth Institute of Technology 2006 — 2009
Certificate - Facilities Management, Facilities Management
Boston University 2000 — 2001
Certification, PC Services - Support Desk
Bunker Hill Community College 1994 — 1998
Business Related Courses - Non Credit
Medford High School 1987 — 1991
Business related
Copper Rock Capital February 2012 - Present
Putnam Investments May 2011 - December 2011
Old Mutual Asset Management November 2010 - May 2011
State Street Global Advisors February 2009 - December 2009
State Street Bank July 2007 - December 2008
Columbia Management January 2001 - December 2006
Putnam Investments January 1998 - January 2001
Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement
Education
Purdue University 1993 — 1997
BS, Accounting
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual Asset Management January 2012 - January 2013
Old Mutual Asset Management February 2010 - January 2012
Cambridge Associates August 2008 - February 2010
Lucero Summit Software April 2005 - July 2008
Skills
Social Media, Sales, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Research, Microsoft Office, Visio, Corporate Governance, Twitter, Westlaw, Board Governance
Education
Florida State University 2003 — 2007
BA, Humanities
Boston University 2012 — 2012
Paralegal Studies
Wellington Management September 2010 - Present
Old Mutual Asset Management February 2009 - October 2010
KPMG Audit September 2005 - November 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Internal Audit, GAAP, CPA, Hedge Funds, Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
M.S, Accounting
Stonehill College 2001 — 2005
B.S., Accounting
Old Mutual July 1996 - Present
Old Mutual Asset Management 1996 - Present
Skills
CPP
Education
Roger Williams University 1978 — 1982
Bachelor's degree, Business/Computer Science
SEI August 2005 - Present
SEI Investments 2005 - Present
US Navy August 1981 - September 2006
Old Mutual Asset Management November 2000 - August 2005
Education
Temple University
BBA, Finance
JamesAlpha Management 2008 - Present
Old Mutual Asset Management 2005 - 2007
Curian Capital November 2001 - December 2004
CBIZ 1990 - 2001
Allbridge Solutions(formerly StatementOne) 1998 - 2000
Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds
Education
Syracuse University College of Law 1984 — 1987
JD
University of Pittsburgh 1977 — 1981
BA, Political Science
Ropes & Gray LLP October 2014 - Present
Old Mutual Asset Management May 2011 - October 2014
Pioneer Investments December 2007 - May 2011
Washington Mutual Bank Inc. September 2004 - November 2007
Skills
Financial Modeling, Financial Analysis, Budgets, Strategic Financial..., Asset Management, Business Analysis, Project Planning, Forecasting, Strategic Planning, Process Improvement, Financial Accounting, Microsoft Word, Sarbanes-Oxley Act, Mutual Funds, Banking, Research, Financial Reporting, General Ledger
Education
Seton Hall University 2002 — 2004
MBA, Management
University of Massachusetts Boston 1995 — 1999
BA, Accounting
Breckinridge Capital Advisors May 2010 - Present
Old Mutual Asset Management March 2008 - October 2009
State Street March 2007 - February 2008
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Economics
Old Mutual Asset Management February 2014 - Present
Old Mutual Asset Management July 2012 - Present
Old Mutual Asset Management October 2010 - July 2012
Old Mutual Asset Management July 2006 - September 2010
Putnam Investments 1997 - 2006
Fleet Financial Group 1992 - 1997
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BS
Old Mutual Asset Management September 2011 - Present
Old Mutual Asset Management March 2009 - September 2011
KPMG LLP January 2001 - December 2008
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, Enterprise Risk..., Financial Risk..., Financial Controlling, External Audit, IT Audit, Financial Reporting, Process Improvement, Financial Analysis, Investments, Sarbanes-Oxley, Accounting
Education
Binghamton University - School of Management 1993 — 1997
BS, Accounting and Finance
Melrose Alliance Against Violence April 2015 - Present
New England Investment and Retirement Group September 2010 - August 2013
Old Mutual Asset Management 1998 - 2009
Scudder Kemper 1992 - 1998
Ropes and Gray 1990 - 1992
Fine and Ambrogne 1988 - 1990
Gordon Hurwitz Butowsky 1986 - 1988
Skills
Investment Advisory, Financial Services, Investments, Asset Management, Management, Alternative Investments, Hedge Funds, Risk Management, Portfolio Management
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA
State University of New York College at Brockport 1982 — 1986
BS, Finance and Economics
Adelphi University
Paralegal Certificate - Corporate Law
New York City Council September 2015 - Present
New York City Council July 2014 - September 2015
Old Mutual Asset Management December 2012 - June 2013
Center for Reproductive Rights October 2009 - December 2009
EMILY's List June 2009 - August 2009
The Esler Group September 2008 - May 2009
Tracey Brooks for Congress June 2008 - August 2008
Eleanor Roosevelt Legacy Committee January 2008 - May 2008
Education
Barnard College
Bachelor of Arts, Political Science
Institut d'Etudes politiques de Strasbourg 2010 — 2010
Study Exchange, Political Science
NYU Stern School of Business March 2015 - Present
NYU Stern School of Business September 2014 - March 2015
New York University July 2011 - September 2014
Old Mutual Asset Management November 2010 - July 2011
Old Mutual Asset Management November 2009 - February 2011
Brandeis University: Gosman Athletic Center September 2006 - May 2009
Skills
Event Planning, Social Media, Research, Microsoft Office, PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Outlook, Fundraising, Project Management, Non-profits, Employee Relations
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Global Business & Management Specializations
Brandeis University 2005 — 2009
B.A., Sociology / American Studies
Fidelity Investments December 2012 - Present
Old Mutual Asset Management May 2011 - December 2012
Bain Capital 2010 - 2011
Ernst & Young 2008 - 2010
Skills
Training, Internal Audit
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
The Baupost Group April 2012 - Present
Raptor Capital Management May 2010 - March 2012
Old Mutual Asset Management May 2006 - April 2010
Goodwin Procter LLP January 2005 - May 2006
Testa, Hurwitz & Thibeault, LLP September 2001 - January 2005
Skills
Private Equity, Securities Regulation, Corporate Governance, Corporate Law, Fixed Income, Due Diligence, Venture Capital, Mergers & Acquisitions, Alternative Investments, Intellectual Property
Education
Boston College Law School 1998 — 2001
J.D.
Mount Holyoke College 1995 — 1998
B.A.
Old Mutual Asset Management December 2013 - Present
BNY Mellon Wealth Management January 2013 - November 2013
BNY Mellon Wealth Management April 2010 - December 2012
Canaccord Adams July 2002 - March 2010
Berkshire Capital July 1997 - June 2000
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Corporate Finance, Strategic Planning, Wealth Management, Acquisition Integration
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Catrakilis Kraitzick Hrabova LLC June 2005 - Present
Group 4 Securicor PLC April 2004 - March 2005
Old Mutual Asset Management March 2003 - December 2003
FFS Financial February 2000 - December 2002
The Leisure Corporation Direct Sales February 1997 - January 2000
Mazars February 1994 - January 1997
Education
University of South Africa 1994 — 1994
BCompt Hons, Accounting Honors
University of Cape Town 1989 — 1992
BBusSc, Accounting & Finance
Westville Boys High School 1984 — 1988
College Advising Corps July 2015 - Present
State Street August 2014 - July 2015
CVS Caremark Corporation June 2014 - August 2014
Plymouth Rock Assurance June 2013 - August 2013
Old Mutual Asset Management May 2012 - August 2012
Commonwealth Corporation March 2009 - August 2010
Brodeur Partners April 2010 - May 2010
Skills
Non-profits, Employee Relations, Organizational..., Team Building, Leadership Development, Microsoft Office, Nonprofits, Microsoft Excel, Research
Education
Centre College 2010 — 2014
Bachelor of Arts (B.A.), Government and Anthropology
Fenway High School 2008 — 2010
High School Diploma
Acushnet Company March 2015 - Present
American Tower July 2013 - March 2015
Puma June 2012 - July 2013
Monitor Group November 2006 - June 2012
RSM McGladrey 2002 - October 2006
Old Mutual Asset Management 2005 - 2005
Skills
QuickBooks, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Financial Reporting, Accounting, Auditing, Tax Research, Financial Analysis, International Tax, FIN 48, FAS 5, OneSource, Transfer Pricing, Tax Preparation, Hyperion Enterprise, Sales, Partnership Taxation, SAP, Tax Returns, Tax Law, State Tax
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Master, MBA - International Business Concentration
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
Master, Taxation
Bentley College 1998 — 2002
Bachelor, Accounting
Old Mutual Asset Management March 2010 - Present
Merrill Lynch June 2007 - March 2010
Skills
CAIA Level II Candidate, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, FactSet
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Marketing
Old Mutual Asset Management 2012 - Present
State Street 2007 - 2012
Brown Brothers Harriman 2001 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Internal Audit
Education
Fitchburg State University
Veracode January 2014 - Present
Choate, Hall & Stewart April 2012 - December 2013
Old Mutual Asset Management June 2006 - April 2012
Getronics USA October 2005 - June 2006
Bob's Stores September 1994 - September 2004
Skills
VMware, Active Directory, Operating Systems, Data Center, SAN, Disaster Recovery, Virtualization, Servers, Cisco Technologies, Blackberry Enterprise..., Hyper-V, System Design, Integration, Architecture, System Administration, Windows Server, Citrix, VMware ESX, DNS, Microsoft Exchange, Administration, Operation, Architectures, Cisco, NetApp, Server Architecture, SharePoint, Group Policy, Network Administration, Cisco UCS, HP Proliant, SCOM, Agile Methodologies
Education
University of Massachusetts at Lowell
Computer Science
Old Mutual Asset Management April 2012 - January 2013
Old Mutual Asset Management December 2010 - April 2012
Bank of America August 2007 - August 2010
Skills
Customer Service, Microsoft Office, Citrix, RSA SecurID, Checkpoint, Blackberry, Blackberry Enterprise..., Active Directory, Norton Ghost, Nortel, iPhone, Genesys, Computer Hardware..., Software Installation, Exchange Management, Change Management, Time Management, Video Conferencing, Audio Conferencing, Printer Support, ricoh, HP Printers, Telecom Expense...
Education
University of Massachusetts Boston 2013 — 2015
Bachelor of Science (BS), Information Technology, 3.75
American InterContinental University 2004 — 2004
Associate of Arts (AA), Business Administration and Management, General
Fannie Mae March 2015 - August 2015
Wilmington Trust September 2014 - February 2015
Morgan Stanley Wealth Management March 2006 - August 2014
Old Mutual Asset Management August 2004 - March 2006
Skills
Teaching, Photoshop, Finance
Education
Towson University 2014 — 2016
Master of Science (MS)
University of Maryland Baltimore County 2001 — 2003
International Relations & Macro Economics
Old Mutual Asset Management 2008 - 2013
Immunetics 2006 - 2008
Skills
Monthly Closing, Account Reconciliation, Accounts Receivable, Accounts Payable, Fixed Assets, Financial Statements, Variance Analysis, Budget Process
Education
University of Massachusetts Boston
Bachelor's degree, Accounting
University of Phoenix
Master's degree, Accounting
Heitman July 2013 - Present
Old Mutual Asset Management 2008 - 2010
Old Mutual Asset Management 2002 - 2008
Putnam Investments 2000 - 2002
Putnam Investments 1998 - 2000
Putnam Investments 1994 - 1998
Putnam Investments 1993 - 1994
The Boston Company (Boston Safe Deposit & Trust) 1982 - 1993
Skills
Securities, Financial Services, Asset Management, Retail, Management, Investments, Mergers, Finance, Private Equity, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Due Diligence
Education
Assumption College 1978 — 1982
Accounting
Northern Trust Corporation 2006 - 2011
Old Mutual Asset Management 2005 - 2006
Brown Brothers Harriman 2000 - 2004
Skills
Financial Services, Mutual Funds, Global Custody, Relationship Management, Investments, Asset Management, Fund Administration, Superior Client Service
Education
University College Dublin 1994 — 1995
Master of Business Studies
National University of Ireland, Galway 1991 — 1994
Bachelor of Business Studies