The Boston Company
Address: BNY Mellon Center, 1 Boston Place, Boston, MA 02108, USA Phone: +1 617-722-7029Category: Place name: : : : : : : Website: Hours: Website: http://www.thebostoncompany.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of The Boston Company Asset Management Posting publicly on the Web Write a review Reviews 1 Google review
The Boston Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Boston Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Boston Company Employees
Elderflower Group LLC April 2014 - Present
Alzheimer's Association (Desert Southwest) August 2013 - May 2014
Advisor Vision Marketing, LLC January 2011 - April 2014
Foundation For Senior Living August 2012 - May 2013
FundQuest, Inc. May 2010 - June 2010
FundQuest, Inc. 2006 - May 2010
John Hancock Financial Services 2002 - 2005
LPL Financial Services 2000 - 2002
The Boston Company 1998 - 2000
MFS Investment Management 1992 - 1998
Skills
Marketing, Marketing Strategy, Strategy, Leadership, Public Speaking, Financial Services, Management, Online Marketing, Copywriting, PowerPoint, Marketing Communications, Copy Editing, Research, Business Strategy, Training, Nonprofits, Analysis, Competitive Analysis, Social Services, Sales Presentations, Community Outreach, Business Relationship..., Marketing..., Cross Selling, Website Copy, Gerontology, Elder Care, Alzheimer's disease, Caregivers, Family Caregiving, Consulting, Strategic Consulting, Aging in Place, Older Adults, Strategic Planning, Business Development, Editing, Healthcare, Health Education, Key Account Management, Program Management, Cultural Diversity, Social Justice, Cultural Sensitivity
Education
Arizona State University 2012 — 2014
Master of Social Work (MSW), Social Policy, Administration & Community
University of Arizona & Arizona State University 2012 — 2013
Foundational Graduate Certificate in Gerontology
Boston University 1993 — 1997
BS, Management (Business)
Emerson College
Certificate in Copyediting
Berkshire Hathaway HomeServices March 2013 - Present
Catalyst - a TeamBuilders WorldWide Company May 2008 - October 2014
NewMediary November 1999 - April 2002
New River Investor Communications October 1997 - October 1999
R.R. Donnelley Financial 1995 - 1997
The Boston Company 1994 - 1995
Christopher-Gordon Publishers 1992 - 1994
TAB Newspapers 1991 - 1992
Skills
Leadership Development, Team Building, Start-ups, Strategic Planning, Training, SaaS, Team Leadership, Email Marketing, Marketing Strategy, Sales, Social Media Marketing, Marketing, Negotiation, Social Networking, Selling
Education
Boston College 1987 — 1991
BA
Norwood High School 1984 — 1987
University of Denver
Certificate in Book Publishing
HUD April 2014 - Present
HUD January 2013 - April 2014
J.P. Morgan August 2009 - February 2012
Freddie Mac June 1994 - August 2009
The Boston Company 1992 - 1994
Skills
Capital Markets, Portfolio Management, Fixed Income, Finance, Investments, Financial Modeling, Credit, Structured Finance, Risk Management, Financial Analysis, Financial Risk, Asset Management
Education
Boston College - Carroll School of Management 1992 — 1994
Master's degree, Finance, General
Emory University
Bachelor's degree, Economics
Atlantic Trust 2005 - Present
The Boston Company 2005 - 2005
MFS Investment Management January 1999 - 2005
Skills
Asset Management, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Fixed Income, Bonds, Excel, Trading, Investment Management, Mutual Funds, Investments, Wealth Management, Wealth Management..., Bloomberg Terminal, Fixed Income Analysis, High Net Worth..., Hedging
Education
Boston College - Carroll School of Management 2002 — 2004
MS, Finance
University of North Carolina at Greensboro 1993 — 1997
BS, Financial Economics
International Entrepreneurship Center, IEC Partners, LLC 2011 - Present
Barrington Partners 2011 - 2013
Red Rock Strategic Partners November 2010 - February 2012
Boston Private Financial Holdings 2004 - 2010
State Street Global Alliance 1998 - 2004
State Street Global Advisors 1995 - 1998
PanAgora Asset Management June 1989 - December 1994
The Boston Company June 1978 - June 1989
Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing
University of Maine
BA, Economics
Yarmouth High School
Yarmouth High School
Yarmouth High School
Independent Consultant 2008 - Present
CBA Solutions 2007 - Present
Private Consulting 2007 - 2008
Independent Consultant 1997 - 2006
SunGard 1995 - 1996
The Boston Company 1987 - 1995
Computervision 1980 - 1987
Skills
Business Analysis, Business Intelligence, Fixed Income, Integration, Equities, Reference Data, Derivatives, Project Management, Back Office, Bloomberg, Software Development, Securities, Financial Services, Market Data, Asset Managment, Business Requirements, Trading, Data Governance, Analytics, Legal Entity Identifiers, Regulatory Requirements, Regulatory Analysis, SWIFT messaging, Golden Source, FSB, Database Design, XML, Corporate Actions, Metadata, Foreign Exchange, Asset Allocation, Data Mapping, Benchmarking, GICS, Options, SWIFT payments, Capital Markets, Trading Systems, Investment Banking
Education
Babson College
MBA, Business
American University
BA & AAJ, Government and Criminal Law
Schroders May 2014 - Present
Hermes Fund Managers August 2009 - November 2013
Fortis Investments 2005 - August 2009
MFS Investment Management 1998 - 2004
JPMorgan Chase 1996 - 1998
The Boston Company 1993 - 1996
Skills
Asset Managment, Equities, Investments, Portfolio Management, Financial Services, Financial Advisory, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, Mutual Funds, Financial Markets, Fund Of Funds, Bloomberg, Wealth Management, Valuation, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA
Northeastern University 1993 — 1998
BSBA, Finance
BNY Mellon 1992 - Present
NCCI – National Council on Compensation Insurance 1991 - 1992
ATC – Advanced Telecommunications Corporation 1988 - 1991
The Boston Company 1987 - 1988
Skills
IBM Mainframe, COBOL, JCL, Easytrieve, Fortran, DCL, VAX, Web Development, HTML, CSS, PHP, Red Hat Linux, Python, SDLC, JavaScript, WordPress, Problem Solving, Software Development, Project Coordination
Education
Walden University 2013 — 2015
Master of Science (M.S.), in Information Systems
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Management Information Systems and Services
Boston Boot Company 2013 - Present
LITTLE HARBOR MULTISTRATEGY COMPOSITE FUND June 2014 - Present
RBC Global Asset Management Infrastructure Investment Group 2009 - 2011
Sectoral Asset Management 2007 - 2008
State Street Global Alliance, LLC 2004 - 2008
State Street Global Advisors 1996 - 2008
NatWest Investment Management 1995 - 1996
Working Assets Capital Management 1993 - 1995
The Boston Company 1983 - 1993
Skills
Asset Managment, Equities, Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Investment Strategies, Strategy, Asset Allocation, Investment Management, Structured Finance, Start-ups, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Boston University - School of Management
BS/BA
Six Pillar Capital, LLC November 2010 - Present
Roland F. Caron CPA April 2005 - April 2011
Brown Brothers Harriman 1994 - 2006
The Boston Company May 1988 - May 1994
Price Waterhouse Coopers August 1982 - May 1988
Skills
Private Equity, Valuation, Mergers, Hedge Funds, Leadership, Venture Capital, Accounting, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Securities, Corporate Development, Alternative Investments, Strategy, Investments, Trading, Finance, Investment Management, Corporate Finance, Restructuring, Financial Advisory, Asset Management
Education
Babson College 1978 — 1982
BS, Accounting/Communications/Law
Salo LLC April 2013 - Present
Neighborhood Involvement Program January 2012 - December 2013
Consultant January 2011 - March 2013
Marquette Asset Management June 2005 - December 2010
State Street, SSgA, & Bel Air Investment Advisors LLC 1994 - 2005
The Boston Company 1988 - 1993
Skills
Strategic Financial..., Strategy Development, Business Planning, Cross-functional Team..., Business Process..., Project Management, Financial Analysis, Financial Reporting, Third Party Vendor..., Budgeting, Strategy, Budgets, Leadership, Change Management, Forecasting, Strategic Planning, Asset Management, Investments, Executive Management, Mergers & Acquisitions, Due Diligence, Securities, Investment Strategies, Finance, Business Strategy, Financial Services, Management, Wealth Management, Banking, Risk Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1979 — 1983
BS, Accounting
The Boston Company November 1992 - Present
Skills
Equities, Portfolio Management, Value Investing, Equity Research, Dividends
Education
Babson College 1989 — 1992
BS with distinction, Accounting/MIS
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance
Bose Corporation September 2014 - Present
Consulting June 2014 - September 2014
TripAdvisor May 2012 - May 2013
Bruker Corporation (Formally Bruker Biosciences) March 2007 - April 2012
Instron Corporation October 2004 - October 2006
Fisher Scientific 2003 - 2004
InterGen 2001 - 2003
Deloitte & Touche August 1995 - September 2001
The Boston Company 1994 - 1995
State Street Bank and Trust 1992 - 1994
Skills
Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, SEC filings, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Management, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Tax Research, Tax Returns, Big 4, CPA, SEC Filings
Education
Bentley University 2003 — 2009
Master of Business Administration (M.B.A.)
Bentley University 1989 — 1992
BS, Accountancy
Choate, Hall & Stewart 1999 - Present
Morrison Mahoney LLP 1997 - 1999
The Boston Company 1995 - 1997
Education
Assumption College 1998 — 2002
MBA, Finance
Assumption College 1992 — 1995
BA, Accounting
National Life Group March 2015 - Present
MassMutual Financial Group March 2012 - Present
MassMutual Financial Group April 2010 - September 2012
Fidelity Investments November 2006 - August 2009
Fidelity Investments April 2005 - November 2006
Fidelity Investments June 2004 - March 2005
Fidelity Investments August 2000 - May 2004
Fidelity Investments October 1998 - July 2000
Fidelity Investments April 1997 - May 1998
The Boston Company January 1995 - February 1997
Skills
Strategic Planning, Operations Management, Business Transformation, Project Management, Performance Measurement, Financial Services, Mutual Funds, Relationship Management, Process Improvement, Vendor Management, Portfolio Management, Pensions, Risk Management, Strategic Financial..., Retirement, 401k, Program Management, Investments, Business Analysis, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MS Computer Information Systems, Business Re-engineering Thesis
University of South Florida 1985 — 1987
B>S. Management Information Systems, MIS Economics
Fidelity Investments December 1994 - Present
The Boston Company January 1993 - December 1994
Scudder Investments August 1986 - January 1993
Education
Boston College
Bachelor of Arts (B.A.), History
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
Braver Capital Management April 2008 - Present
Braver Wealth Management, LLC April 2008 - Present
Lee Munder Capital Group March 2006 - April 2008
MassMutual January 2001 - April 2008
Babson Capital Management May 2001 - May 2005
Bingham Legg Advisors February 1999 - May 2001
Congress Asset Management January 1996 - February 1999
First national bank of Ipswich 1994 - 1995
The Boston Company 1989 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Masters Degree, Finance
Bentley University 1987 — 1990
BS, Accounting / Finance
inSegment. Inc. September 2013 - Present
SCM Advisors L.P. March 2012 - Present
Oppenheimer & Co. April 2011 - March 2012
Sturgeon Capital Management October 2007 - April 2011
Capital Advisors Group March 1991 - October 2007
The Boston Company February 1988 - March 1991
Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships
Education
Boston College 1977 — 1981
Bachelor's degree, Economics and Political Science
Nichols School 1969 — 1977
High School Diploma
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
American Red Cross February 2014 - Present
Coldwell Banker and Burgess Properties 2011 - 2012
Martha Bennett Interior Design 2006 - 2010
St Albans School 2001 - 2009
Catholic Charities 2000 - 2009
The Boston Company 1987 - 1989
MBTA 1984 - 1987
Shearson Lehman American Express 1983 - 1984
Skills
Investments, Financial Analysis, Fixed Income, Strategic Financial..., Portfolio Management, Interior Design, Real Estate, Problem Solving, Banking, Insurance
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
VCE March 2012 - Present
Sun Life Financial 2005 - 2011
Sun Life Financial 2000 - 2005
Sun Life Financial 1998 - 2000
Sun Life Financial 1995 - 1998
The Boston Company 1994 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2011
M.B.A., Finance
Providence College 1990 — 1994
B.A., Economics, minor in Business
AXA Financial 2003 - 2012
First Republic Bank 1998 - 2003
Mellon Bank 1994 - 1998
First Republic Bank 1992 - 1994
The Boston Company 1986 - 1991
Merrill Lynch 1985 - 1986
Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance
Education
Babson College 1987 — 1991
MBA, Concentration in Finance
Saint Anselm College 1981 — 1985
BA - Graduated with Honors, Business & Computer Science
Panera Bread October 2012 - Present
adidas group April 2011 - October 2012
Staples 2001 - April 2011
Granitar 2000 - 2001
XeroxConnect 1999 - 2000
Elcom Services Group, Inc. 1997 - 1999
The Boston Company 1996 - 1997
The Boston Company 1995 - 1996
Skills
Architecture, E-commerce, Mobile Commerce, Project Management, PMP, IBM Websphere Commerce, Endeca, Software Development, IT Strategy, Strategy, Software Project..., SDLC, Team Leadership, Product Management, Business Analysis, Business Intelligence, Vendor Management, Cross-functional Team..., Multi-channel Retail, Program Management, IT Management, Analytics, Enterprise Software, CRM, Integration, Mobile Devices, Process Improvement, Cloud Computing, Project Delivery, Enterprise Architecture, Agile Methodologies, SaaS, Business Process..., Agile Project Management, Requirements Analysis, Business Process, Multi-channel Marketing, Web Analytics, Start-ups, Competitive Analysis, Architectures, Management, Leadership
Education
Boston College 1991 — 1995
Bachelor of Science (B.S.)
PanAgora Asset Management, Inc. 2005 - Present
Putnam Investments 1994 - 2005
Fidelity Investments 1989 - 1993
The Boston Company 1987 - 1989
Arthur Andersen & Co 1983 - 1987
Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Focus in Information Technology and Organizational Design
Babson College 1979 — 1983
BS, Accounting
Framingham North High School 1974 — 1979
Diploma, High School/Secondary Diploma Programs
State Street 2005 - Present
State Street 2001 - 2005
State Street 2000 - 2001
State Street 1994 - 1999
The Boston Company 1992 - 1994
The Boston Company 1990 - 1992
The Boston Company 1988 - 1990
The Boston Company 1984 - 1988
Firemans Fund Insurance Company 1980 - 1984
Skills
Strategy, CRM, Financial Services, Portfolio Management, Product Management, Mutual Funds, Risk Management, Business Development, Securities, Equities, Program Management, Relationship Management, Executive Management, New Business Development, Strategic Partnerships, Fixed Income, Management, Strategic Planning
Education
Boston College 1976 — 1980
BS
Babson College 1983 — 1986
MBA
Berkshire Hathaway Home Services NE Prime Properties 2009 - Present
Beane Investments 1997 - 1999
The Boston Company 1988 - 1989
Skills
Single Family Homes, Real Estate, REO, Condos, Contract Negotiation, Relocation, Negotiation, Residential Homes, Real Estate Financing, Customer Service, First Time Home Buyers, Sellers, Rentals, Investment Properties, Property Management, New Home Sales, Selling, Buyer Representation, Mortgage Lending
Education
Boston University Questrom School of Business 1989 — 1991
MBA, Marketing
Bentley University 1983 — 1987
BS, Finance
Lowell High School!!!
Lowell High School!!!
Northern Trust July 2004 - Present
Front Barnett Associates LLC 1999 - 2004
The Boston Company 1997 - 1999
Skills
Portfolio Management, High Net Worth..., Investment Management, Investment Strategies, Investments, Wealth Management, Financial Services, Securities, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Planning, Asset Allocation, Asset Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
M.B.A., Finance
Babson College 1993 — 1997
B.S. in Business Administration, Economics and International Business
Clarks Americas 2009 - Present
Talbots 1991 - 2009
The Boston Company 1988 - 1991
Deloitte & Touche 1984 - 1988
Skills
Accounting, Tax, Corporate Tax, Forecasting, Financial Reporting, Retail, Auditing, Financial Analysis, Sarbanes-Oxley Act, Tax Accounting
Education
Bentley University
MS, Taxation
College of the Holy Cross
BA, Economics
BankGloucester October 2000 - Present
BankGloucester March 1999 - October 2000
CPCU Credit Union November 1995 - March 1999
CPCU Credit Union May 1995 - November 1995
Office of Thrift Supervision 1990 - May 1995
The Boston Company 1988 - 1990
Skills
Banking, Loans, Credit, Commercial Lending, Financial Services, Retail Banking, Consumer Lending, Loan Origination, Mortgage Lending, Portfolio Management, Commercial Banking, Small Business Lending, Financial Advisory, Securities, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Executive Management, Mortgage Banking, Credit Analysis, Financial Planning
Education
Bentley College 1984 — 1989
Bachelor's degree, Finance, General
Harvard Management Company July 2015 - Present
Harvard Management Company April 2012 - June 2015
KVO Capital Management July 2008 - March 2012
The Boston Company April 2004 - July 2008
The Boston Company August 2001 - April 2004
Mellon Global Investments August 2000 - August 2001
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Management, Equity Valuation, Bloomberg, Factset, Attribution, Stock Picking, Chartered Financial..., Financial Modeling, Valuation, Asset Allocation, Fixed Income, Finance, Private Equity
Education
Boston College
BS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
. June 2010 - Present
Linedata Services March 2008 - June 2010
Iris Financial April 2007 - March 2008
Lewtan Technologies June 2002 - April 2007
SunGard April 1997 - June 2002
ADVISOR TECHNOLOGY SERVICES LLC, a Fidelity Investments Company March 1996 - April 1997
The Boston Company 1990 - 1995
Skills
Facilitation, Public Speaking, Engagement & Client..., Business Process..., Project Management, Enterprise Systems..., Project Implementation, Requirements..., Full SDLC, Environmental Management, DR, ALM, Cost Basis Reporting, Software Implementation, Integration, Program Management, Workshop Facilitation, Requirement..., CRM, Software Development, Financial Services, Professional Services, Business Analysis, Trading Systems, Business Development, Strategy, Process Improvement, Vendor Management, SDLC, Fixed Income, PMO, Consulting, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship and Operations
Isenberg School of Management, UMass Amherst
BBA, Finance
University of Massachusetts, Amherst
BA, Economics
4TheOpen ES May 2006 - Present
4TheOpen ES 2006 - Present
The Business Research Network 1987 - Present
The Business Research Network, Inc. March 2000 - May 2000
Temple Games, Inc July 1997 - March 2000
JSA Research Inc. October 1994 - December 1995
JSA Research, Inc October 1994 - December 1995
Fleet Bank June 1986 - October 1994
The Boston Company June 1981 - June 1986
Education
Bates College 1975 — 1978
BA
The Hanover Insurance Group October 2010 - Present
Hanover Insurance Group 2009 - October 2010
The Hanover Insurance Group 2004 - 2009
The Hanover Insurance Group 1999 - 2004
The Hanover Insurance Group 1993 - 1999
The Boston Company 1992 - 1993
The Boston Company 1988 - 1992
Skills
Change Management, Business Analysis, Strategy, Insurance, IT Strategy, Claim, Commercial Insurance, Property & Casualty..., Process Improvement, Risk Management, Leadership, Underwriting, Training, Business Process..., Business Strategy, Product Development, Requirements Analysis, Requirements Gathering, Business Requirements, Vendor Management, Portfolio Management, Team Building, SDLC, Analysis, General Insurance, Financial Services, Project Portfolio..., Business Intelligence, Claims Management, Program Management, Business Process, Governance, PMO, Integration, IT Management, Management
Education
Boston College
B.S., Chemistry
iPEC Institute for Professional Excellence in Coaching (in progress)
Wellington Management July 2014 - Present
Bentley Investment Group March 2013 - April 2014
Bentley Investment Group March 2013 - April 2014
The Boston Company June 2012 - April 2014
Huey Center For Financial Services September 2012 - November 2013
Skills
Portfolio Management, Finance, Analysis, Management, Asset Management, Asset Allocation, Program Management, Equity Research, Economics, Project Finance, Insurance, Stata, Data Analysis, Capital Markets, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's, Economics/Finance, Junior
Long Wharf Real Estate Partners June 1999 - Present
Boston Partners Asset Management October 1997 - June 1999
State Street August 1995 - October 1997
The Boston Company August 1993 - August 1995
Skills
Finance, Underwriting, Valuation, Investment Properties, Asset Management, Investments, Real Estate Economics, Real Estate Development, Joint Ventures, Real Estate, Equities, Private Equity
Education
Boston College 1991 — 1993
Bachelor of Science (BS), Finance, General
Valley Forge Military Academy & College 1989 — 1991
Associate's degree, Business/Commerce, General
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Sentinel Funds January 2013 - Present
Champlain College July 2010 - Present
Sterling Valley Consulting LLC April 2009 - Present
Eaton Vance October 2007 - June 2008
Natixis Global Associates September 2004 - October 2007
Natixis Global Associates November 1997 - September 2004
Funds Distributor, Inc. April 1994 - November 1997
The Boston Company February 1992 - April 1994
Ropes & Gray LLP April 1990 - February 1992
Sidley Austin August 1989 - April 1990
Skills
Mergers, Asset Management, Mutual Funds, Investments, Compliance, Due Diligence, Contract Negotiation, Strategic Planning, Business Strategy, Securities, Public Speaking, Series 7, Financial Planning, Hedge Funds, Alternative Investments, Fundraising, Corporate Governance, Investment Advisory, Business Development, Risk Management, Financial Services, Asset Managment, Management, Strategic Financial..., Mergers & Acquisitions, Analysis, Leadership, Start-ups, Portfolio Management, Finance, Financial Analysis, Private Equity, Financial Modeling, Marketing
Education
Duke University School of Law 1986 — 1989
JD, Law
Duke Unviversity - Sanford School of Public Policy 1986 — 1989
MA, Public Policy
Assumption College 1982 — 1986
BA, Economics, Political Science
Bowditch & Dewey, LLP November 2010 - Present
City of Worcester January 2005 - January 2011
Vacovec, Mayotte & Singer January 1997 - November 2010
Loring, Wolcott & Coolidge 2002 - 2002
The Boston Company November 1991 - January 1997
Skills
Trusts, Estate Planning, Estate Administration, Tax Law, Corporate Law, Estate Tax Planning, Tax Compliance
Education
Command and General Staff College 2011 — 2012
Diploma, Military Joint Operations Planning and Strategy
U.S. Army Judge Advocate General School 1999 — 1999
Diploma, Criminal Law, International Law
New England School of Law 1993 — 1997
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Taxation
College for Financial Planning 1988 — 1990
Certificate, Financial Planning
Framingham State College 1984 — 1988
BA, Economics
Holy Name High School
1Efficiency September 2012 - Present
Liquid Light Labs April 2012 - Present
RockTech 2010 - Present
GXT Green 2009 - Present
Financial Management,Inc. 1981 - Present
Whitman and associates 2001 - 2007
Whitman and Co. 1994 - 2001
Harvard Management Company 1986 - 1992
The Boston Company 1981 - 1984
Arthur D. Little 1978 - 1981
Skills
Venture Capital, Able to assist early..., Entrepreneurship, Emerging Markets, Technology Adoption, Investments, Investment Banking, Portfolio Management, Defense Technology, Early Stage Companies, Business Development, Start-ups, Divestitures, Corporate Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Leadership, Executive Management, Alternative Investments, Corporate Development, Strategic Planning, Finance, Private Equity, Hedge Funds, Analysis, Forecasting, Managerial Finance, Capital, Management, Angel Investing, Strategic Partnerships, Valuation, IPO, Investor Relations
Education
Bentley University 1976 — 1978
MSA, Accounting / Finance
Massachusetts Institute of Technology 1969 — 1974
BSEE / MSEE, Electrical Engineering
Chelmsford High 1966 — 1969
DDJ Capital Management April 2004 - Present
Evergreen Investments 2002 - 2004
Panagora Asset Management November 1999 - March 2002
The Boston Company 1997 - 1999
Skills
Hedge Funds, Private Equity, High Yield, Fixed Income, Asset Management, Alternative Investments, Investments, Institutional, Credit, Bonds, Investor Relations, New Business Development, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
Norwich University 1992 — 1996
BA
Framingham High School 1988 — 1992
High School Diploma
HLM Venture Partners 1997 - Present
Zillion (formerly HealthFleet, Inc.) June 2015 - Present
IHM Services July 2013 - Present
Prism Education Group, Inc. December 2014 - Present
MedSave USA September 2013 - Present
WellTrackONE, Corporation September 2013 - Present
Blueprint Health LLC January 2012 - Present
Healthbox Accelerator January 2012 - January 2014
The Boston Company 1987 - 1993
First Data Corporation 1985 - 1987
Education
American University 1975 — 1979
BSBA
Fidelity Investments July 2012 - Present
Fidelity Investments May 2011 - July 2012
Fidelity Investments May 2010 - May 2011
Fidelity Investments February 2007 - December 2009
Fidelity Investments November 2001 - February 2007
Fidelity Investments May 2000 - November 2001
Renaissance Consulting September 1997 - May 2000
The Boston Company December 1996 - September 1997
Fidelity Investments August 1996 - December 1996
Computer Task Group May 1994 - August 1996
Skills
SDLC, Vendor Management, Agile Methodologies, Agile Project Management, PMP, Requirements Analysis, Business Analysis, Visio, Program Management, Unix, PMO, Software Development, Project Management, Data Warehousing, Business Intelligence, Oracle, PL/SQL, Requirements Gathering, Process Improvement, Cross-functional Team..., IT Strategy, Quality Assurance, MS Project, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Bentley University 1991 — 1994
Economics-Finance
The Boston Company Asset Management, LLC March 2014 - Present
The Boston Company July 2011 - February 2014
Fidelity Investments July 2009 - March 2011
Fidelity Investments April 2007 - July 2009
Fidelity Investments January 2006 - April 2007
Fidelity Investments August 2005 - January 2006
Fidelity Investments June 2004 - July 2005
Lexington High School, Lexington, MA September 2000 - June 2004
Skills
Investments, Equities, Mutual Funds, Product Development, Due Diligence, Asset Management, Product Management, Research, Bloomberg, Competitive Analysis, Capital Markets, Valuation, Equity Valuation, Market Analysis, Equity Research, Customer Relations, Market Research, Asset Allocation, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2010
MBA, 3.8 GPA, Magna Cum Laude
Cambridge College 1999 — 2001
Masters, Education, Special Education
Bates College 1994 — 1998
B.A., Economics
University of Melbourne (Trinity College) 1997 — 1997
Semester abroad
Hasbro 2009 - Present
Fidelity Investments (FPCMS) September 1995 - December 2008
The Boston Company 1991 - 1995
The Constell Group 1989 - 1991
Reliance Systems 1987 - 1989
Sun Life Financial 1986 - 1987
Skills
Database Design, SDLC, Data Modeling, Informatica, Microsoft SQL Server, Oracle, DB2, Databases, ETL, Data Governance, Metadata Management, SQL, Data Conversion, Software Development, SAP, Data Warehousing, Testing, Business Intelligence, Data Integration
Education
Bentley University
MBA, Management
Purdue University 1982 — 1986
BS, Computer Science
Castaldo Global Consulting 2007 - Present
Fidelity Investments March 1999 - 2007
Fidelity Investments 1997 - 1999
Fidelity Investments 1993 - 1997
The Boston Company 1989 - 1993
Success Systems, Inc. 1983 - 1989
Batterymarch Financial Management 1981 - 1983
Digital Equipment Corporation 1978 - 1981
Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce
Education
Bentley University 1974 — 1978
BS, Business Management
Bentley University 1974 — 1978
BS, Computer Systems Management
Magnitude Capital, LLC March 2012 - Present
Levin Capital Strategies 2008 - 2011
Searock Capital July 2006 - January 2008
BKF Capital Group Inc January 2001 - July 2006
Boston Partners June 1995 - December 2000
The Boston Company June 1992 - June 1995
United States Air Force July 1989 - June 1992
Skills
Hedge Funds, Asset Management, Portfolio Management
Education
Abilene Christian University 1990 — 1992
MA, Management and Human Relations
Massachusetts Institute of Technology 1985 — 1989
BS, Mathematics
Metis Capital Management LLC December 2004 - Present
CIC Securities 1999 - 2002
Groupe CIC 1991 - 1999
The Boston Company 1985 - 1989
Skills
Fixed Income, Equities, FX, Bonds, Commodities, Options, Investments, Portfolio Management, Asset Management, ETFs, Investment Advisory, Portfolios, Capital Management, Wealth Management, Hedge Funds, Securities, Structured Finance, Commodity, Asset Managment
Education
Boston University 1978 — 1982
B.A., Economics
Groton School 1974 — 1978
Wellington Management Co., LLP May 2012 - April 2015
Wellington Management Co., LLP January 2004 - May 2012
Wellington Management Co., LLP April 2003 - January 2004
Deutsche Asset Management 1999 - 2002
Deutsche Asset Management 1996 - 1999
Deutsche Asset Management 1993 - 1996
The Boston Company June 1990 - January 1992
Skills
Bloomberg, Fixed Income, Bonds, Structured Products, Foreign Currency, Asset Allocation, Derivatives, Equities, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bentley University 1986 — 1990
Bachelor's Degree, Finance, General
Manager Mechanics, LLC January 2009 - Present
IDC September 2013 - Present
National Speakers Association July 2013 - Present
The Boston Company April 2006 - January 2009
Axis Technology LLC 2005 - 2006
Monster Worldwide August 2004 - July 2005
Independence Investments September 2000 - June 2004
Fidelity Investments April 1992 - September 2000
McCormack & Dodge August 1988 - November 1991
Skills
Leadership, Management, IT Management, Leadership Development, Software Development, Strategy, Training, Program Management, Consulting, Start-ups, Vendor Management, Enterprise Software, E-commerce, SaaS, Information Technology, Software Project..., Project Management, Strategic Planning, Business Analysis, Executive Management, Cross-functional Team..., E-Learning, Management Consulting, Team Building, Business Intelligence, Outsourcing, Cloud Computing, Product Management, Strategic Partnerships, Process Improvement, IT Strategy, Business Process..., Agile Methodologies, SDLC, Coaching, CRM, Investments, Team Leadership, Entrepreneurship, Project Portfolio..., Networking, Organizational..., Business Strategy, Instructional Design, Change Management, Team Management, Professional Services
Education
Babson College 1980 — 1982
MBA
Bentley University 1976 — 1980
BS
BAE Systems November 2010 - Present
BAE Systems March 2004 - October 2010
Reed Business Information October 2002 - February 2004
JSI Capital Advisors March 2001 - January 2002
The RiverStone Group June 1999 - March 2001
The RiverStone Group June 1999 - June 2000
Standish, Ayer & Wood February 1996 - June 1999
The Boston Company April 1993 - February 1996
Skills
Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Analytics, Leveraged Finance, Budgets, Forecasting, Financial Analysis, Management, Risk Management, Strategic Financial..., Hyperion Enterprise, Access, Lean Operations, Auditing, Analysis, Finance, Strategy, Program Management, Mergers & Acquisitions, Internal Controls, Hyperion, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2000
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BS
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Woodstock Corporation April 2003 - Present
Fleet Investment Advisors/Columbia Management January 1996 - March 2002
Cunningham Henderson & Papin 1993 - 1995
Boston Safe Deposit & Trust Co 1987 - 1993
Congress Asset Management 1986 - 1987
David L Babson & Co 1979 - 1986
The Boston Company 1974 - 1979
John Hancock Life Insurance Company (U.S.A.) 1969 - 1974
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1969
MBA, Finance
Loyola Marymount University 1963 — 1967
BBA, Accounting/Finance
University of San Diego High School 1962 — 1963
Iona Preparatory 1960 — 1962
Fidelity Investments September 2013 - Present
Carlisle, MA July 2001 - Present
Fidelity Investments December 1989 - July 2001
The Boston Company September 1987 - December 1989
Skills
Project Management, Operations Management, Business Process..., Business Analysis, Strategic Planning, Mutual Fund Accounting,..., Program Management, Strategy, Analysis, Financial Analysis, Fundraising, Finance
Education
Tufts University 1983 — 1987
BA, Economics
Boston College - Carroll School of Management 1995 — 1998
MBA, Finance
FIDE Advisors March 2012 - Present
Sandy Cove Advisors, LLC November 2010 - Present
SourceOne, Inc February 2000 - November 2010
Veolia Energy North America February 2000 - November 2010
CCBN.COM January 1999 - February 2000
Funds Distributor, Inc. May 1994 - January 1999
The Boston Company December 1986 - May 1994
Skills
Start-ups, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Portfolio Management, Financial Analysis, Salesforce.com, Business Development, Mergers & Acquisitions, Analysis, Managerial Finance, IPO, Restructuring, Risk Management, Finance, Investments, Sales, New Business Development, Financial Services, Equities, Strategic Financial..., Private Equity, Asset Management, Alternative Investments, Securities, Accounting, Financial Management, M&A experience, Entrepreneur, Contract Negotiation, Strategic Partnerships, Leadership, Due Diligence, Management, Valuation, Financial Modeling, Executive Management, Mutual Funds, Venture Capital, Hedge Funds, Corporate Development, Insurance, Corporate Finance, Financial Advisory, Business Process..., Investment Strategies, Series 7, QuickBooks, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Colby College 1982 — 1986
BA, Economics, Administrative Science
Malden Catholic High School 1979 — 1982
Unum Group March 2014 - Present
Bank of America May 2011 - Present
Bank of America June 2010 - May 2011
Bank of America September 2009 - May 2010
Axis Technology LLC October 2008 - November 2009
The Boston Company May 2007 - September 2008
Axis Technology LLC June 2005 - May 2007
Data-Ark Company September 2004 - February 2005
DLB Glass February 2003 - August 2004
Skills
Risk Management, Project Management, Business Analysis, Program Management, Relationship Management, Financial Services, IT Strategy, Business Requirements, Process Analysis, Project Portfolio..., Business Intelligence, Management Consulting, Business Process..., Requirements Gathering, Capital Markets, SDLC, Vendor Management, Portfolio Management, Cross-functional Team..., Enterprise Architecture, CRM, Software Project..., Financial Analysis, Management, Strategy, Leadership
Education
Boston University 2012 — 2013
Executive MBA
Six Sigma 2010 — 2010
Green Belt, Design for Six Sigma
Investment Management Training Academy 2006 — 2006
Client Service, Sales, Institutional Investments
Boston University 1998 — 2003
BA
Rivers
Cubist Pharmaceuticals February 2010 - January 2011
Harvard University April 2007 - December 2008
Teradyne / HCL Americas January 2005 - April 2007
Trema Americas September 2003 - January 2005
Oracle Corporation September 1997 - September 2003
First Data Corporation January 1992 - January 1997
The Boston Company September 1986 - September 1992
Skills
Requirements Analysis, Oracle E-Business Suite, SDLC, Business Intelligence, Business Analysis, PMP, Oracle, Visio, Program Management, Testing, Business Process, Vendor Management, Software Project..., Oracle Applications, Business Process..., SharePoint, Data Warehousing, Integration, Software Documentation, Requirements Gathering, Project Management, CRM, ERP
Education
Boston University 2006 — 2006
Certificate
Northeastern University 2006 — 2006
Certificate
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MSF
Babson College 1982 — 1986
BS
The Taft School 1978 — 1982
Gurnet Consulting June 2009 - Present
Plexius Group LLC June 2010 - December 2012
EPOCH January 2010 - June 2010
Mercer Global Investments March 2007 - June 2008
Fidelity 1999 - 2007
KPMG December 1996 - December 1999
MFS April 1994 - April 1996
The Boston Company May 1991 - April 1994
C&L 1983 - 1991
Skills
Management Consulting, Investments, Mergers, Process Engineering, Vendor Management, Process Improvement, Business Analysis, Financial Services, Start-ups, Business Process..., Strategic Planning, SDLC, Mergers & Acquisitions, Program Management, Business Strategy, Management, Strategy, Outsourcing, Consulting, Acquisition Integration, Analytics, Leadership, Analysis, Enterprise Architecture, IT Strategy, Executive Management, Business Process, Project Management, Governance, Business Intelligence, Risk Management, Data Warehousing, Enterprise Software, Business Transformation, Cross-functional Team..., Project Portfolio..., CRM, Integration
Education
Harvard Business School 1976 — 1978
MBA
Massachusetts Institute of Technology 1973 — 1974
Masters
Auburn University 1964 — 1968
BS
American Express April 2012 - Present
American Express December 2009 - April 2012
TSYS Acquiring Solutions May 2008 - October 2008
AST Capital Trust October 2007 - April 2008
Charles Schwab Institutional Technology June 2007 - September 2007
Prudential Real Estate and Relocation Services January 2006 - March 2007
Investors Bank & Trust November 2000 - October 2005
Deloitte & Touche November 1998 - November 2000
The Boston Company 1993 - 1995
Skills
SDLC, Business Analysis, Financial Statement..., Agile Methodologies, Auditing, Business Requirements, Management, Management Consulting, Portfolio Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Vendor Management, Visio
Education
Bentley University 1986 — 1992
BS, Accountancy
Alexion Pharmaceuticals, Inc. February 2014 - Present
Alexion Pharmaceuticals July 2011 - February 2014
Alexion Pharmaceuticals January 2009 - July 2011
Pfizer, Inc June 2001 - January 2009
Fidelity Investments 1999 - 2001
Keyport Life Insurance / Liberty Financial Companies July 1997 - June 1999
Fidelity Investments March 1994 - July 1997
The Boston Company May 1989 - March 1994
State Street September 1988 - May 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA, Finance
Providence College 1984 — 1988
BS, Finance
The Boston Company trading assistantJP Morgan1999 - 2000
Education
Boston College 1997 — 2000
ba, history
Roger Williams University 1997 — 2000
Fidelity June 2012 - Present
Fidelity Investments September 2010 - Present
Fidleity investments 2003 - Present
Fidelity Investments September 2006 - September 2009
Fidelity Investments April 2003 - September 2006
Shaw Data Services 1993 - 1996
The Boston Company 1986 - 1993
Skills
Project Management, PMP Certified as of..., Management, Quality Assurance, Software Project..., Strategic Planning, SDLC, Vendor Management, Process Improvement, Business Analysis, Program Management, Financial Analysis, Business Process..., Project Portfolio..., CRM, Requirements Analysis, PMP, Requirements Gathering, Agile Methodologies
Education
Bentley University 1981 — 1986
athenahealth June 2013 - Present
Allscripts January 2012 - May 2013
Eclipsys March 2009 - March 2012
Fidelity Investments December 2004 - November 2008
The Boston Company 1992 - 1994
Skills
Software Configuration..., DB2, Quality Assurance, Software Development, SDLC, Software Project..., Leadership, Testing, Project Management, Systems Analysis, COBOL, Software Engineering, Agile Methodologies, Scrum, Process Improvement, Mainframe, Visual Basic, Management, Requirements Analysis, Waterfall
Education
Northeastern University 1995 — 2005
BS, Business Administration (MIS)
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
IntrinsiQ a division of Amerisource Bergen Specialty Group May 2011 - May 2015
IntrinsiQ LLC May 2008 - May 2011
Cambridge Leadership Associates June 2005 - April 2008
Wild Women Outfitters January 2005 - May 2005
American Science and Engineering December 2002 - January 2005
Benchmarking Partners 2000 - 2001
State Street Bank 1996 - 1998
Smith Barney 1993 - 1996
The Boston Company 1989 - 1993
Skills
Process Improvement, Strategic Planning, Business Analysis, Business Strategy, Program Management, Strategy, Product Management, Analytics, CRM, Healthcare Information..., Team Building, Project Management, Cross-functional Team..., Salesforce.com
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 2000
Isenberg School of Management, UMass Amherst 1985 — 1989
Thomson Reuters May 2010 - Present
Ascend Consulting February 2010 - April 2010
SunGard Data Management Solutions November 2004 - January 2010
SunGard Data Management Solutions November 2004 - January 2010
SunGard November 2004 - January 2010
Thomson Financial 1991 - 2004
The Boston Company 1986 - 1991
Skills
Market Data, Trading Systems, Financial Markets, Fixed Income, Equities, Electronic Trading, Reference Data, Securities, Sales, FX Options, Financial Services, Equity Trading, IT Strategy, Software Project..., Trading, Capital Markets
Education
Bentley University 1982 — 1986
BS, Finance
Tabor Academy 1980 — 1982
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eaton Vance August 2011 - Present
The Boston Company April 2007 - August 2011
MFS Investment Management February 1998 - April 2007
Education
Northeastern University 1989 — 1991
MA, Journalism
Boston College 1984 — 1988
BA, Business Administration & Finance
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
JPMorgan Chase May 2013 - Present
Citi Hedge Fund Services April 2010 - April 2013
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 1998 - July 2007
JPMorgan Chase October 1995 - April 1998
US Trust April 1988 - October 1995
Fidelity Investments April 1987 - April 1988
The Boston Company April 1982 - April 1987
State Street May 1980 - April 1982
Education
Bentley University 1976 — 1980
Columbia Management VP of Taxes / DistributionsBank of America2001 - Present
PricewaterhouseCoopers 1994 - 2001
The Boston Company 1990 - 1994
Education
Boston College 1985 — 1989
CaseNET October 2009 - Present
EDS February 2005 - October 2009
Massachusetts - Executive Office of Health and Human Services 2005 - October 2009
Salt Island Consulting 2004 - 2005
deNovis 2000 - 2004
deNovis/eHealthDirect 2000 - 2004
Adept Inc 1989 - 2000
InStream Corp. 1996 - 1998
Commercial Union 1990 - 1996
The Boston Company 1984 - 1986
Education
Bentley University 1979 — 1983
B.S., Accounting
Westwood High School
Merganser Capital Management January 2004 - Present
Olmstead Associates, Inc. October 1998 - December 2003
PricewaterhouseCoopers January 1998 - September 1998
First Data Corporation 1994 - 1997
The Boston Company 1988 - 1994
State Street Bank, Atlantic Division June 1986 - June 1988
Freedman Financial/IDS American Express May 1985 - May 1986
Skills
Leadership, Bonds, Executive Management, Business Analysis, Acquisition Integration, Fund Accounting, Trading Systems, Securities, Mutual Funds, Trading, Investment Management, Fixed Income, Asset Managment, Portfolio Management, Asset Management, Financial Services
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Finance
SHS
SRP February 2011 - Present
National MS Society 1998 - January 2011
Salt River Project September 1994 - October 2009
Beth Isreal Hospital February 1988 - July 1994
The Boston Company May 1982 - July 1988
Skills
Business Analysis, Software Documentation, SDLC, Team Leadership, Microsoft Office, Program Management, Technical Writing, Troubleshooting, Windows, Analysis, Database Admin, Strategic Planning, PMP, Access, Data Analysis, Leadership, Active Directory, ITIL, Data Center, Detailed Organization, Microsoft SQL Server, Collaborative..., Disaster Recovery
Education
FOCUS 2007 — 2007
Arizona State University, W. P. Carey School of Business 2006 — 2007
M.S.I.M. - Master of Science in Information Management, IT Management
Boston College 1986 — 1992
BA, English
Bank of America October 1997 - Present
The Boston Company 1986 - 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1995
MS, Finance
University at Albany, SUNY 1979 — 1983
Lee Munder Capital Group January 2010 - Present
Lee Munder Capital Group 2006 - Present
BNY Mellon Wealth Management 2004 - 2006
BNY Mellon 2004 - 2006
Boston Institutional Group /Funds Distributor October 1993 - April 2001
The Boston Company 1988 - 1993
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Equities, Portfolio Management, Financial Analysis, Mutual Funds, Due Diligence, Financial Modeling, Asset Allocation, Valuation, Securities, Finance, Fund Accounting, Investment Strategies, ETFs, Asset Management, Financial Services, Investment Management, Fixed Income, Series 7, Private Equity, Wealth Management, Investment Advisory, Equity Research
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1992
MBA
Boston College 1980 — 1984
BS, Accounting
Prologis December 2011 - August 2012
McKesson Corporation July 2003 - January 2011
Ketchum Public Relations July 1999 - July 2003
University of California, San Francisco October 1996 - July 1999
Massachusetts College of Pharmacy and Allied Health Sciences March 1993 - September 1996
Boston University September 1994 - August 1996
The Boston Company November 1990 - August 1992
Skills
Crisis Communications, Media Relations, Corporate Communications, Internal Communications, Public Relations, Strategic Planning, Newsletters, Thought Leadership, Public Speaking, Integrated Marketing, Publications, Marketing Communications, Corporate Branding, Internal & External..., Social Media Marketing, Communications Planning, Social Media, Spokesperson, Public Affairs
Education
Boston University 1990 — 1992
M.S.
State University of New York College at Geneseo
B.A.
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Thomson Reuters April 2011 - Present
Thomson Reuters April 2008 - April 2011
Thomson Financial December 2007 - April 2008
Green Beacon Solutions June 2002 - December 2007
Habama, Inc. January 2001 - April 2002
Breakaway Solutions 1998 - 2001
Eggrock Partners 1998 - 2001
State Street 1996 - 1997
First Data Corporation 1993 - 1996
The Boston Company 1993 - 1994
Skills
Business Analysis, Vendor Management, Software Project..., SaaS, Salesforce.com, Business Intelligence, Professional Services, Integration, Business Process..., General Awesomeness, Business Process, Outsourcing, Strategy, Program Management
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Economics/Finance
Arlington Catholic
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
The Boston Company August 2004 - Present
Lord Abbett April 2003 - June 2004
The Economist January 2001 - April 2003
Skills
Hedge Funds, Alternative Investments, Institutional Sales, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Denison University 1996 — 2000
BA, Psychology
Fidelity Investments 2014 - Present
Fidelity Investments February 1996 - Present
Mellon Bank 1993 - 1996
The Boston Company 1989 - 1993
Dennison Manufacturing 1987 - 1989
Analog Devices 1985 - 1987
Education
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Babson College
BS, Accounting
State Street February 1996 - Present
The Boston Company July 1990 - January 1996
Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Equities, Fixed Income, Corporate Actions, Alternative Investments, Hedge Funds, Financial Services, Derivatives, Asset Management, Investments, Portfolio Management, Investment Management
Education
Bentley University 1986 — 1990
Bachelor, Finance
Danbury High School
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
State Street April 2008 - Present
Bank of New York Mellon January 1998 - November 2007
Mellon Financial Corporation July 1990 - January 1998
The Boston Company March 1988 - July 1990
Skills
Global Custody, Mutual Funds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, General Business
Fidelity Global Asset Allocation May 2014 - Present
Fidelity Investments - Strategic Advisers January 2012 - May 2014
Fidelity Investments April 2007 - January 2012
MFS Investment Management 2004 - 2007
Fidelity Investments 1996 - 2004
The Boston Company 1992 - 1996
Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), International Finance
Stonehill College 1987 — 1991
BA, Finance/Economics
Medfield High School 1984 — 1987
The Boston Company Asset Management, LLC December 2013 - Present
The Boston Company July 2012 - December 2013
The Boston Company May 2011 - July 2012
The Boston Company April 2010 - May 2011
The Boston Company July 2008 - September 2010
Skills
Factset, Equities, Chartered Financial..., Analysis, Marketing, Competitive Analysis, Market Research, Management, Financial Services, Due Diligence, Strategy, Databases, Product Management, Financial Markets, Management Consulting, Asset Management
Education
Boston College 2004 — 2008
BA, Economics
Atlantic Trust Company 2001 - Present
TIAA-CREF 2001 - 2002
The Boston Company 1986 - 2001
Education
Anna Maria College 1980 — 1984
BA
Daintree Advisors LLC 2010 - Present
The Boston Company 2001 - 2009
Mellon Growth Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
Alex. Brown & Company 1996 - 1998
Skills
Wealth Management, Investments, Alternative Investments, Equities, Equity Research, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Wheaton College 1986 — 1990
BA
Monarch Partners Asset Management LLC March 2010 - Present
Pegasus Solutions August 2009 - June 2014
The Bridge Center September 2010 - September 2012
Prides Capital 2004 - March 2010
Sanuwave Inc. September 2005 - September 2007
Boston Partners Asset Management LP April 1995 - January 2004
Boston Partners Asset Management 1995 - 2004
Boston Partners Asset Management 1995 - 2004
The Boston Company 1990 - 1994
Skills
Finance, Mutual Funds, Financial Modeling, Asset Allocation, Fixed Income, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Due Diligence, Equities, Sales, Asset Management, Management, Strategy, Investments, Private Equity, Asset Managment, Venture Capital, Portfolio Management
Education
Babson College 1986 — 1990
Bachelor of Science, Finance
National Quality Review 1996 - Present
American Student Assistance (ASA), 1992 - 1995
The Boston Company 1986 - 1990
Skills
Series 63, Data Analysis, Relationship Management, Financial Services, Series 7, Investments, Mutual Funds, Sales, Business Development, Asset Managment, Strategic Partnerships, Process Improvement, Marketing, Strategy, Leadership, Customer Experience, Risk Management, Securities, Asset Management, Business Process...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Business
Ecole supérieure de Commerce de Reims 1991 — 1991
Graduate Business School
Boston College
BA, Educational Psychology
BlackRock October 2010 - May 2013
LightKeeper Investments January 2009 - June 2010
RiverSource Investments November 2007 - December 2008
Cadence Capital Management September 2004 - November 2007
The Boston Company July 2002 - September 2004
Loomis, Sayles & Co April 1998 - July 2002
Skills
Mutual Funds, Corporate Finance, Equity Research, Technology Research, Capital Markets, Series 7, Research, Analytics, Investment Management, Investment Banking, Finance, Private Equity, Investment Strategies, Equities, Series 63, Marketing, Financial Analysis, Asset Allocation, Business Strategy, Derivatives, Due Diligence, Portfolio Management, Securities
Education
Babson College
BS, Accounting/MIS
Simsbury High
John Sanford November 2011 - September 2013
NE Moves Mortgage,LLC January 2004 - October 2011
Cambridge Savings Bank 2002 - 2003
Federal Savings Bank 1993 - 1998
Sterling Bank 1989 - 1993
The Boston Company 1984 - 1989
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loan Origination, FHA, Refinance, Loans, Credit, VA loans, Reverse Mortgages, FHA financing, Certified Mortgage..., Credit Analysis, USDA, Government Loans, Consumer Lending, Banking, Mortgage Underwriting, Real Estate, Commercial Lending
Education
Babson College 1980 — 1982
MBA
Tufts University 1972 — 1976
Bachelor of Arts, Economics
Sage Builders LLC April 2012 - Present
Sage Builders LLP October 2000 - Present
The Boston Company September 1988 - May 1990
The Beacon Companies September 1986 - August 1989
Skills
Real Estate Development, Management, Residential Design, Green Building, LEED, Renovation, Mergers & Acquisitions, Sustainable Design, Residential Homes, Historic Preservation, Investment Properties, Construction Management, Public Speaking, Construction, LEED AP, Finance, Sales, Valuation, Sustainability
Education
Boston Architectural College 2007 — 2015
Masters Candidate, Sustainable Design and Construction
University of Michigan 1981 — 1985
B.A., American History
LM Dunne Consulting, LLC July 2009 - Present
State Street Corporation December 1997 - January 2009
The Boston Company 1987 - 1997
Yankee Bank 1987 - 1987
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Bloomberg, Equities, Microsoft Excel, Project Management, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, Finance
Boston College 1980 — 1984
Bachelor, Accounting
Self Employed Financial Consultant April 2014 - Present
Forum Financial Group 1996 - 1998
The Boston Company 1989 - 1996
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teaching, Auditing, Tutoring, Bookkeeping, Accounting, Payroll, Access, Customer Service, Research, QuickBooks, Data Analysis
Education
Boston University Graduate School of Management 1992 — 1996
MBA
Colby College 1985 — 1989
BA, Mathematics
Boston Latin School
Fidelity Investments December 1992 - Present
The Boston Company 1987 - 1990
Filene's Basement 1984 - 1987
Education
Babson College
MBA
Bentley University
B.S., Computer Systems Management
Boston University
Certificate in Project Management
Braintree High School
Pearson Education October 2010 - Present
WGBH Educational Foundation August 1997 - February 2010
First Data Corporation August 1996 - August 1997
The Boston Company September 1992 - August 1994
Skills
Recruiting, Human Resources, Employee Relations, HRIS, Onboarding, Performance Management, Interviews, Talent Acquisition, Talent Management, Team Building, Employment, Training, Career Counseling, Employment Law, Change Management, Social Media, Management, Labor Relations, Internal Investigations, Diversity, ATS systems, Coaching
Education
Northeastern University - Graduate School of Business Administration 1994 — 1996
MBA, Human Resources
Boston College
BS, General Management
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Cross Real Estate October 2012 - Present
Fresenius Medical Care NA October 2007 - October 2012
TJX 1999 - 2007
Cahners Publishing 1996 - 1999
The Gillette Company 1995 - 1996
St. Peter's Catholic Elementary School 1993 - 1995
Nativity Preparatory School 1992 - 1993
The Boston Company 1989 - 1992
Saunders Real Estate Corporation 1987 - 1989
Skills
HRIS, PeopleSoft, Human Resources, Taleo, Incentive Programs, Deferred Compensation, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Outlook
Education
Boston College - Carroll School of Management 1983 — 1987
BS, Management
Bentley College
Continuing Education Certificate Program, Human Resources
Massachusetts Department of Revenue/Child Support Enforcement Division December 2014 - Present
Massachusetts Department of Revenue/Child Support Enforcement Division July 2014 - December 2014
Bunker Hill Community College January 2014 - May 2014
Fidelity Investments June 2010 - January 2013
New York Life Insurance Company August 2009 - June 2010
State Street (Legacy Investors Bank & Trust) October 2006 - October 2008
Control Solutions International March 2006 - October 2006
Computershare 1995 - 2005
Bank of Boston 1990 - 1995
The Boston Company September 1988 - June 1990
Skills
Vendor Management, Risk Management, Financial Risk, Mutual Funds, Fixed Income, Project Management, Financial Services, Operations Management, Securities, Equities, Portfolio Management, Internal Audit, Corporate Actions, Change Management, Analysis, Mergers & Acquisitions, Trading, Cash Management, Forecasting, Auditing, Process Improvement, Banking, Finance, Management, Asset Management, Business Planning, Fund Accounting, Investments, Capital Markets
Education
Suffolk University 1979 — 1981
MBA, Finance
Stonehill College 1973 — 1977
BSBA, Marketing
Boston Latin School 1968 — 1973
Evergreen Investments/Wachovia Bank September 1996 - February 2002
Evergreen Investments, Inc. 1995 - 2002
Keystone, Evergreen, Wachovia 1981 - 2001
Keystone Investments/First Union Bank February 1980 - September 1996
The Boston Company April 1979 - February 1980
Skills
Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1979
MBA, business management
Tradeweb 2004 - Present
– Corporate Communications Broadcasting Network (CCBN) June 2002 - April 2004
Thomson Reuters (Formerly Thomson Financial) June 2001 - June 2002
Thomson Reuters (Formerly Thomson Financial) June 1994 - June 2001
Thomson Reuters, fomerly Thomson Financial 2000 - 2001
The Boston Company June 1988 - June 1994
State Street Bank and Trust June 1987 - June 1988
Skills
Forecasting, Payroll, Financial Modeling, Financial Analysis, Financial Reporting, General Ledger, Mergers, Accounting, Fixed Income, Financial Services, Acquisition Integration, Accounts Payable, Portfolio Management, Business Analysis, Finance, Due Diligence, Financial Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Accounting
Isenberg School of Management, UMass Amherst 1983 — 1987
BA, Accounting
Susan Stone Organizing 2011 - Present
Living Peace 2009 - 2011
Peabody Essex Museum 2003 - 2011
Positively Pinked 2007 - 2009
Harvard University Student Health Services 1999 - 2000
Harvard Vanguard Medical Associates September 1998 - June 1999
Cambridge Health Alliance September 1997 - June 1998
Tower School 1994 - 1996
The Boston Company 1985 - 1992
Skills
Public Speaking, Coaching
Education
Simmons College - School of Social Work 1996 — 1999
MSW, Social Work
Simmons College - Simmons School of Management 1982 — 1983
MBA
Barnard College 1976 — 1977
Economics
Wellesley College 1973 — 1977
BA, Economics/East Asian Studies
Winsor School 1969 — 1973
Fidelity Investments 2009 - Present
Fidelity Investments 2000 - 2008
Federated Investors 1998 - 2000
Independent Consultant 1998 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1991 - 1998
Scudder Investments (formerly Scudder, Stevens & Clark, Inc.) 1990 - 1991
Bank of New England N.A. (Boston, MA) 1989 - 1990
The Boston Company 1988 - 1989
Coopers & Lybrand 1984 - 1988
Skills
Internal Controls, Mutual Funds, Transfer Agency, AML, Management Consulting, Financial Services, Asset Managment, Asset Management, Financial Risk, Sarbanes-Oxley, Risk Management, Investments, Process Improvement, Analysis, Strategy, Sarbanes-Oxley Act, Investment Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of Pittsburgh
MURP, Urban & Regional Planning
Boston University
BA, Economics
Arrowstreet Capital January 2010 - Present
The Boston Company January 2002 - January 2010
The Boston Company January 1998 - January 2002
The Boston Company August 1995 - January 1998
Mellon Financial September 1993 - August 1995
Skills
Asset Managment, Equities, Business Development, Finance, CRM, Financial Services, Wealth Management, Financial Markets
Education
Bentley University 1996 — 1998
MSF, Investments
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Accounting
Toll Gate High School 1985 — 1987
Munder Capital Management August 2007 - April 2013
The Boston Company January 2001 - August 2007
Wellington Management April 1994 - May 1998
Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...
Education
Boston College 1998 — 1999
M.S.F, Finance
University of Maine 1987 — 1991
B.S., Finance
The Boston Company July 2006 - Present
MFS Investment Management June 1993 - May 2006
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Equity Research, Valuation, Bloomberg, Alternative Investments, Asset Management, Equity Valuation, Financial Modeling, Investment Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Boston College 1985 — 1989
MS, Finance & Quantitative Analysis, Finance
The Boston Company Asset Management, LLC July 2015 - Present
The Boston Company Asset Management, LLC August 2013 - July 2015
The Boston Company June 2011 - July 2013
The Boston Company June 2011 - August 2011
Bentley University September 2007 - June 2011
The Boston Company February 2011 - May 2011
The Bank of New York Mellon June 2010 - January 2011
Skills
Microsoft Office Suite, FactSet, Asset Managment, Equities, PowerPoint, Microsoft Office, Outlook, Asset Management, Bloomberg, Analysis, Financial Analysis, Financial Modeling, Access, Equity Research, Investments, Finance, Microsoft Excel, Data Analysis
Education
Bentley University 2007 — 2011
Economics-Finance
Berkeley Research Group LLC July 2015 - Present
Lahey Health 2014 - 2015
Winchester Hospital 2008 - 2014
Quincy Medical Center 2006 - 2008
Neighborhood Health Plan 2001 - 2006
Harvard Pilgrim Health Care 1994 - 2001
Franciscan Hospital for Children 1989 - 1994
The Boston Company 1987 - 1989
Skills
Healthcare Management, Healthcare, Managed Care, Healthcare Information..., Medicare, Sales, Healthcare Consulting, Hospitals, HIPAA, Strategic Planning, Management, Healthcare Industry, Leadership, Program Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Business
Providence College 1983 — 1987
BS, Business/Finance
Boston Latin School 1979 — 1983
MFS Investment Management September 2012 - Present
MFS August 2007 - September 2012
Wellington Management 2004 - 2007
The Boston Company 2000 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
Champlain Investment Partners, LLC May 2015 - Present
Cabot Street Consulting, LLC July 2013 - April 2015
Goldman Sachs May 2012 - June 2013
Dwight Asset Management Company July 2006 - April 2012
The Boston Company January 2005 - June 2006
Putnam Investments April 2001 - July 2004
Putnam Investments July 1995 - March 2001
John Hancock Financial Services 1993 - 1995
John Hancock Financial Services 1987 - 1993
John Hancock Financial Services 1985 - 1987
Education
Babson College 1982 — 1984
Master of Business Administration (M.B.A.), Finance and International Business
Boston University 1980 — 1981
MEdM, Educational Media and Technology
Ithaca College 1976 — 1980
Bachelor’s Degree, Broadcasting and Film
BlodgettSmith Group 2015 - Present
Wise Living Management, LLC 2012 - Present
Access Shuniya 2009 - Present
Keep On 2008 - Present
BNY Mellon August 2002 - 2007
Mellon Financial 1998 - 2002
Bank of America January 1992 - 1996
The Boston Company 1985 - 1991
Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship
Education
Bentley University
Elmira College
Pingree
Proctor Academy
Columbia Management December 2000 - Present
The Boston Company February 1996 - November 2000
Investment Advisers, Inc. February 1983 - January 1996
Skills
Financial Services, Investments, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Equities, Series 63, Fixed Income, Investment Management, Hedge Funds, Securities, Investment Strategies, Asset Management
Education
Schiller International University 1981 — 1982
1982, MBA
University of Minnesota - Carlson School of Management 1979 — 1981
BSBA, Marketing
University of Minnesota-Twin Cities 1978 — 1979
Pre-Business
Arizona State University 1977 — 1978
Business
Minnetonka High School 1974 — 1977
Victory Capital Management June 2014 - Present
The Boston Company October 2005 - June 2014
Banc of America Securities June 2002 - October 2005
Baker Atlas October 1996 - June 2000
Skills
Financial Analysis, Capital Markets, Equities, Portfolio Management, Bloomberg, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Hedge Funds, Alternative Investments, Fixed Income, Equity Valuation, Due Diligence, Risk Management, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Securities, Competitive Analysis, Investment Management, Investment Banking, Emerging Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA, Finance
Imperial College London 1995 — 1996
MSc, Petroleum Engineering
The University of Sheffield 1992 — 1995
Bsc, Chemistry
Pioneer Investments 1999 - 2008
New England Funds 1996 - 1999
Scudder Investments 1993 - 1996
The Boston Company 1992 - 1993
Keystone Group, Inc. 1984 - 1992
Skills
Negotiation
Education
Penn State University 1981 — 1983
Allegheny College 1979 — 1981
AboutJobs.com May 2009 - Present
Brown Brothers Harriman April 2004 - January 2009
Brown Brothers Harriman August 1999 - March 2004
The Boston Company July 1998 - August 1999
Mellon Bank September 1995 - July 1998
Skills
Fixed Income, Investments, User Acceptance Testing, CRM, Software Documentation, Securities, Analysis, Financial Services
Education
Assumption College 1991 — 1995
BA, Accounting, Economics
Harvard Business School 2007 - 2010
Investors Bank & Trust 2002 - 2007
Classic Carriage Works, LLC 1997 - 2002
Fidelity Investments 1994 - 1996
The Boston Company 1992 - 1994
Skills
Higher Education, Project Management, Strategic Planning
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance
ThunderHawk Internet Systems January 1995 - Present
Mercurial Consultants January 2013 - October 2014
New England Historic Genealogical Society January 2007 - March 2008
New England Wireless Advisors February 2005 - November 2005
Pine Street Inn June 2003 - August 2005
Xintra January 2000 - January 2003
Computer Ed Institute January 2001 - January 2002
City of Boston January 1999 - July 1999
Pine Street Inn January 1997 - January 1998
The Boston Company January 1993 - January 1995
Skills
CSS, Windows, HTML, Web Development, Microsoft SQL Server, Project Management, Troubleshooting, Servers, Active Directory, Microsoft Exchange, Outlook, Hardware, Antivirus, Operating Systems, Networking, TCP/IP, Technical Support, SQL, System Administration, Windows Server, Databases, Windows 7, VMware, SharePoint, SEO, Software Development, Integration, Security, Linux, Network Administration, Information Technology, Analysis, Virtualization, Testing, Help Desk Support, XML, Java, Microsoft Office, WordPress, Programming, Vendor Management, Training, Microsoft Certified..., Server Administration, Dreamweaver, CMS, Web Design, Software Installation, Computer Security, Infrastructure
Education
Boston College 2002 — 2005
Bachelor's Degree, Corporate Systems/Information Technology
Boston University Corporate Education Center
Boston University Metropolitan College
Clark University Computer Career Institute
HCS
Newman Prep
wahlum
Merganser Capital Management August 2005 - October 2009
Mellon Financial January 2001 - July 2005
Olmstead Associates January 2000 - December 2000
First Data Corporation September 1994 - May 1997
The Boston Company June 1988 - September 1994
Education
Assumption College 1984 — 1988
BA, Accounting
St. Paul's Roman Catholic Church June 2009 - Present
St. Ann Parish, Quincy, MA June 2004 - May 2009
St. Sebastian's School, Needham, MA June 1995 - July 1998
Cardinal Spellman High School, Brockton, MA June 1990 - June 1995
The Boston Company October 1988 - June 1990
Education
Saint John's Seminary 1998 — 2004
B Phil (00), M Div (04), Philosophy and Theology
Boston College 1984 — 1994
BA (88), MA (94), Higher Education Administration
Harvard Management Company March 2015 - Present
Wellington Management July 2011 - February 2015
T Rowe Price June 2010 - August 2010
The Boston Company June 2009 - August 2009
Education
Bentley University 2007 — 2011
Investment Company Institute Managing DirectorPutnam Investments1994 - 2004
The Boston Company 1990 - 1994
Coopers & Lybrand Consulting 1980 - 1990
Skills
Securities, Fixed Income, Mutual Funds, Asset Managment, Financial Services, Equities, Strategic Planning, Vendor Management, Investments, Alternative Investments, Hedge Funds, Asset Management, Strategy, Portfolio Management, Private Equity, Management Consulting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Risk Management, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1967 — 1970
MBA
Fairfield University 1963 — 1967
B S, Mathematics
GiftCard Partners, Inc. May 2011 - Present
CVS 1998 - 2004
Bose Corporation 1995 - 1998
The Boston Company 1989 - 1995
Skills
Excel, Budgeting, Word, Microsoft Office, Forecasting, Analysis, PowerPoint, Financial Analysis, Competitive Analysis, Analytics, Business Strategy, Business Planning, Business Analysis, Financial Modeling, Market Analysis, Financial Reporting, Data Analysis, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing
Boston University Questrom School of Business
BS, Finance
The Boston Company Asset Management March 2006 - Present
The Boston Company February 2001 - March 2006
Park Hill Insurance Agency September 1997 - February 2001
Skills
Equities, Bloomberg, Portfolio Management, Asset Management, Investments, Equity Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA
University of Massachusetts Lowell 1998 — 2000
BS, Accounting, Finance
Milestone Group March 2012 - Present
Michael Ball Carpentry & Remodeling 1997 - March 2012
The Welch Company / The Clothes Line 2001 - 2005
Talbots, Inc. 2000 - 2002
John Hancock Financial Services 1998 - 2000
John Hancock Financial Services 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1990 - 1991
The Boston Company 1988 - 1989
WR Grace 1986 - 1988
Skills
Sales, Customer Service, Leadership, Marketing, Strategic Planning, Project Management, Product Marketing, Management, CRM, Project Planning, PowerPoint, Mutual Funds, Product Development, Direct Marketing, Microsoft Word, Proposal Writing, Advertising, Sales Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA, Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1988
BS, Finance
Matignon High School 1980 — 1984
College Prep
Harvard Catholic Center June 2009 - Present
St. Paul Parish, Cambridge, MA June 2009 - Present
St. Ann Parish, (Wollaston) Quincy, MA May 2004 - May 2009
St. Sebastian's School, Needham, MA 1995 - 1998
Cardinal Spellman High School, Brockton, MA 1991 - 1995
The Boston Company 1988 - 1991
Skills
Community Outreach, Theology, Fundraising, Public Speaking, Volunteer Management, Non-profits, Teaching, Event Planning, Grant Writing, Strategic Planning, Public Relations, Organizational..., Research, Event Management, Leadership Development, Microsoft Office, Nonprofits
Education
Boston College 1984 — 1988
AB, Communications
Boston College 1990 — 1994
MA, Higher Education Administration
St. John's Seminary 1998 — 2004
B Phil, M Div, Theology
Art of Cooking April 2015 - Present
Newton Festival of Arts October 2014 - May 2015
Overseas Women's Club May 2013 - June 2014
Indus International School, Bangalore August 2012 - June 2014
Indian Institute of Management, Bangalore April 2012 - May 2012
KPMG November 2010 - June 2011
PricewaterhouseCoopers Limited December 1996 - October 1998
The Boston Company December 1988 - July 1994
Skills
Product Management, Public Speaking, Accounting, Product Development, Financial Reporting, Corporate Social..., Event Management, Tax, Project Management
Education
Boston University School of Law 1987 — 1988
Master of Laws (LL.M.), Taxation
University of Delhi 1980 — 1983
Bachelor of Laws (LL.B.), Law
Ramjas College 1977 — 1980
Bachelor of Science (B.Sc.), Sciences
Harrison Fiduciary LLC September 2010 - December 2010
Pan Agora Asset Management September 2003 - March 2009
Independence Investment Associates, Inc. January 1996 - September 2003
Boston International Advisors, Inc January 1991 - January 1996
Boston International Advisors, Inc June 1989 - January 1991
The Boston Company March 1986 - June 1989
State Street Bank and trust Co. June 1984 - March 1986
Skills
Investments, Portfolio Management
Education
Suffolk University 1989 — 1992
Masters in Business Administration, Finance
Boston College 1979 — 1983
Bachelor of Science, Business Administration - Computer Science
Wells Fargo Private Mortgage Banking September 2000 - Present
The Boston Company June 1996 - August 2000
Skills
Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Loans, Loan Origination, Real Estate, Investment Properties, Certified Mortgage..., USDA, First Time Home Buyers, Credit, Construction Loans
Education
Arizona State University 1987 — 1991
Finance, Business Administration, Management and Operations
Berkshire Mortgage Finance 2001 - 2002
Continental Wingate Capital 1999 - 2001
CareMatrix Corporation 1998 - 1999
Town of Winchester January 1995 - October 1998
The Boston Company October 1993 - January 1995
General Cinema Corporation October 1990 - October 1993
Glass International May 1988 - October 1990
Skills
Financial Analysis, Finance, Real Estate, Budgets, Access, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Teaching, Mortgage Underwriting, Asset Managment, Negotiation, Coaching, Training, Financial Reporting
Education
Bentley College
MBA, Finance, Business
Boston University
Underwriting the Commercial Mortgage, 4.0
University of Massachusetts at Lowell
Bachelors, Accounting, Business
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
BNY Mellon Asset Servicing October 1997 - Present
First Data Corporation October 1997 - July 2005
The Boston Company June 1986 - April 1994
Skills
Mutual Funds, Securities, Hedge Funds, Financial Modeling, Financial Services, Financial Analysis, Risk Management, ETFs, Process Improvement, Strategic Planning, Corporate Governance, Analysis
Education
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance
Boston College 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Eaton Vance August 2011 - Present
The Boston Company May 2007 - August 2011
MFS Investment Management February 1998 - May 2007
DALBAR, Inc. 1994 - 1998
Boston Business Journal 1991 - 1993
Education
Northeastern University 1989 — 1991
Master of Arts (M.A.), Journalism
Boston College 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Harvard University July 1996 - Present
Chase 1992 - 1996
The Boston Company 1989 - 1992
Skills
compliance, mortgage..., Mortgage Lending, Higher Education, Student Development, Loans, Student Affairs, Higher Education...
Education
Boston College
Bachelor of Arts (B.A.), Education
The Boston Company November 2012 - Present
The Boston Company August 2010 - November 2012
Skills
Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Bloomberg, Financial Services, Hedge Funds, Microsoft Excel, Microsoft Office, Securities, Asset Allocation, Financial Analysis
Education
Boston College 2005 — 2009
Bachelor of Arts (BA), Economics
Pioneer Investment Management January 1995 - Present
The Boston Company January 1988 - January 1992
State Steet Bank and Trust December 1987 - August 1988
Skills
Business Strategy, Equity Valuation, Financial Modeling, Bloomberg, Equity Research, Business Analysis, Portfolio Management, Equities
Education
Babson College 1992 — 1994
MBA
University of South Carolina 1983 — 1987
BS, Business Administration; Finance and Economics
AIG Financial Products 2004 - 2011
WestLB 1997 - 2004
Fidelity Management Trust Company 1989 - 1997
GE Capital 1987 - 1988
The Boston Company 1985 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Public Finance
The George Washington University - School of Business
Bachelor's Degree, Business Administration, concentration in Finance