The Boston Company
Description
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.
The Boston Company Salaries. You can even request information on how much does The Boston Company pay if you want to. Learn about salaries, pros and cons of working for The Boston Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
483 The Boston Company employees in database. Find out everything there's to know about The Boston Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Boston Company Employees
Employee
Years
Job
Industry
Wade Paiva Wade Paiva's The Boston Company Experience January 1991 - January 1995
Job PeopleSoft Business Development Manager at American Partners
Industry Computer Software
Experience
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
Henry L Carlow Jr Henry L Carlow Jr's The Boston Company Experience August 1998 - June 2000
Job accounting data entry at The Upper Room
Industry Writing and Editing
Experience
The Upper Room January 2015 - Present
Self-employed 2012 - Present
The Boston Company August 1998 - June 2000
Skills
Published Author, Financial Analysis, Productivity Software, Internet Strategy, Storytelling, Written Communication, Journalists, Lyricist, Recorded Songwriter, Creative..., Business Intelligence, Freelance Writing
Education
University of Rhode Island - College of Business Administration 1991 — 1997
Bachelor of Science (BS), Finance, General, 3.7
University of Rhode Island - College of Business Administration 1991 — 1997
Finance, General
West Warwick High School 1973 — 1976
The Upper Room January 2015 - Present
Self-employed 2012 - Present
The Boston Company August 1998 - June 2000
Skills
Published Author, Financial Analysis, Productivity Software, Internet Strategy, Storytelling, Written Communication, Journalists, Lyricist, Recorded Songwriter, Creative..., Business Intelligence, Freelance Writing
Education
University of Rhode Island - College of Business Administration 1991 — 1997
Bachelor of Science (BS), Finance, General, 3.7
University of Rhode Island - College of Business Administration 1991 — 1997
Finance, General
West Warwick High School 1973 — 1976
Shendel Bakal Shendel Bakal's The Boston Company Experience July 1994 - October 2000
Job Construction Project Manager, Design Consultant
Industry Construction
Experience
Shendel Designs August 2010 - Present
Monaco Johnson Group July 2003 - August 2012
The Boston Company July 1994 - October 2000
Skills
Interior Design, Strategic Leadership, Leadership Development, Business Analysis, Project Plans, Business Process..., Vendor Management, Project Planning, Project Management, Program Management, Construction, Management, Strategic Planning, Budgets, Team Leadership, CRM, Contract Negotiation, PMO, Leadership, Renovation, Change Management, Interior Architecture, Business Planning, Business Strategy, Contractors, Analysis, Purchasing, Process Scheduler, Green Building, Construction Management, Negotiation, Space planning, Residential Homes, Process Engineering, Building Materials, Submittals, Custom Homes, Process Improvement, Flooring, Residential Design, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance and Investments
Kishinev Polytechnical Institute, USSR
BA, Economics
Shendel Designs August 2010 - Present
Monaco Johnson Group July 2003 - August 2012
The Boston Company July 1994 - October 2000
Skills
Interior Design, Strategic Leadership, Leadership Development, Business Analysis, Project Plans, Business Process..., Vendor Management, Project Planning, Project Management, Program Management, Construction, Management, Strategic Planning, Budgets, Team Leadership, CRM, Contract Negotiation, PMO, Leadership, Renovation, Change Management, Interior Architecture, Business Planning, Business Strategy, Contractors, Analysis, Purchasing, Process Scheduler, Green Building, Construction Management, Negotiation, Space planning, Residential Homes, Process Engineering, Building Materials, Submittals, Custom Homes, Process Improvement, Flooring, Residential Design, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance and Investments
Kishinev Polytechnical Institute, USSR
BA, Economics
Fred Kuehndorf Fred Kuehndorf's The Boston Company Experience July 2005 - April 2010
Job Independent Investment Management
Industry Investment Management
Experience
North Star Partners, L.P. October 2011 - April 2014
The Boston Company July 2005 - April 2010
Dreyfus November 2002 - July 2005
Skills
Investments, Value Investing, Equities, Portfolio Management, Mutual Funds, Equity Research, Alternative Investments, Trading, Asset Allocation, Fixed Income, Investment Management, Asset Management, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1984 — 1986
MBA, Finance
North Star Partners, L.P. October 2011 - April 2014
The Boston Company July 2005 - April 2010
Dreyfus November 2002 - July 2005
Skills
Investments, Value Investing, Equities, Portfolio Management, Mutual Funds, Equity Research, Alternative Investments, Trading, Asset Allocation, Fixed Income, Investment Management, Asset Management, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1984 — 1986
MBA, Finance
Kevin Jenks Kevin Jenks's The Boston Company Experience 1994 - 1995
Job
Industry Investment Management
Experience
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
Christine (Lamminen) Van Scoy Christine (Lamminen) Van Scoy's The Boston Company Experience 1988 - 1995
Job Design / Project Management
Industry Internet
Experience
The Kevin Roy Building Company March 2012 - Present
Jones Lang LaSalle November 2010 - May 2011
First Data Corporation 2002 - 2007
First Data Corporation 2000 - 2002
Nortel Networks 1995 - 1999
The Boston Company 1988 - 1995
Skills
Cross-functional Team..., Team Building, Project Management, Time Management, Team Leadership, Vendor Management, Process Improvement, Management, Contract Negotiation, Strategy, Budgets, Customer Service, Program Management, CRM, Project Planning, Strategic Planning, Construction
Education
University of Massachusetts, Amherst
B.S.
The Kevin Roy Building Company March 2012 - Present
Jones Lang LaSalle November 2010 - May 2011
First Data Corporation 2002 - 2007
First Data Corporation 2000 - 2002
Nortel Networks 1995 - 1999
The Boston Company 1988 - 1995
Skills
Cross-functional Team..., Team Building, Project Management, Time Management, Team Leadership, Vendor Management, Process Improvement, Management, Contract Negotiation, Strategy, Budgets, Customer Service, Program Management, CRM, Project Planning, Strategic Planning, Construction
Education
University of Massachusetts, Amherst
B.S.
Brett Pacific, CFA Brett Pacific, CFA's The Boston Company Experience 1993 - 1995
Job Sr Managing Director at Sun Life Investment Management
Industry Investment Management
Experience
Sun Life Investment Management September 2004 - Present
Hulls Farm Capital July 2003 - September 2004
Morgan Stanley July 1997 - July 2003
Harvard Management Company July 1995 - July 1997
The Boston Company 1993 - 1995
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Sun Life Investment Management September 2004 - Present
Hulls Farm Capital July 2003 - September 2004
Morgan Stanley July 1997 - July 2003
Harvard Management Company July 1995 - July 1997
The Boston Company 1993 - 1995
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Dan Richter Dan Richter's The Boston Company Experience 2000 - 2001
Job Managing Director, Consultant Relations at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2009 - Present
Chatham's Liquor Locker January 2005 - June 2012
Standish Mellon Asset Management September 2005 - December 2008
Standish Mellon Asset Management October 2001 - August 2005
The Boston Company 2000 - 2001
BANKBOSTON 1996 - 1999
Bank of Boston 1989 - 1996
NORWEST INVESTMENT SERVICES, INC 1985 - 1989
NORWEST BANK MINNESOTA,N.A 1983 - 1985
NORWEST BANK MINNESOTA,N.A. 1980 - 1983
Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA
University of Northern Iowa 1974 — 1978
B.A., Management
Standish Mellon Asset Management January 2009 - Present
Chatham's Liquor Locker January 2005 - June 2012
Standish Mellon Asset Management September 2005 - December 2008
Standish Mellon Asset Management October 2001 - August 2005
The Boston Company 2000 - 2001
BANKBOSTON 1996 - 1999
Bank of Boston 1989 - 1996
NORWEST INVESTMENT SERVICES, INC 1985 - 1989
NORWEST BANK MINNESOTA,N.A 1983 - 1985
NORWEST BANK MINNESOTA,N.A. 1980 - 1983
Skills
Finance, Fixed Income, Bonds, Trading, Alternative Investments, Money Market, Management, Relationship Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA
University of Northern Iowa 1974 — 1978
B.A., Management
Elizabeth Rodrock Elizabeth Rodrock's The Boston Company Experience June 2006 - January 2009
Job Financial Reporting Staff at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group October 2011 - Present
Janus Capital Group February 2010 - June 2012
The Boston Company June 2006 - January 2009
Founders Asset Management February 2005 - June 2006
Founders Asset Management April 2002 - February 2005
Skills
Fund Accounting, Financial Modeling, Bloomberg, Financial Reporting, Portfolio Management, Fixed Income
Education
University of Northern Colorado 1997 — 2000
BS, Business Administration
Janus Capital Group October 2011 - Present
Janus Capital Group February 2010 - June 2012
The Boston Company June 2006 - January 2009
Founders Asset Management February 2005 - June 2006
Founders Asset Management April 2002 - February 2005
Skills
Fund Accounting, Financial Modeling, Bloomberg, Financial Reporting, Portfolio Management, Fixed Income
Education
University of Northern Colorado 1997 — 2000
BS, Business Administration
Susan Dunbar Susan Dunbar's The Boston Company Experience June 1988 - June 1995
Job Vice President, Principal at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
John Truschel, CFA John Truschel, CFA's The Boston Company Experience September 2011 - June 2014
Job Formerly Chief Investment Officer at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2011 - June 2014
Gordon College January 2011 - December 2013
The Boston Company October 2007 - September 2011
Standish Mellon Asset Management November 1998 - July 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
M.B.A., Finance
Westminster College (PA) 1978 — 1982
B.A., History & Religion
The Boston Company September 2011 - June 2014
Gordon College January 2011 - December 2013
The Boston Company October 2007 - September 2011
Standish Mellon Asset Management November 1998 - July 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1991
M.B.A., Finance
Westminster College (PA) 1978 — 1982
B.A., History & Religion
Jeffrey Gray's The Boston Company Experience March 2007 - Present
Job Relationship Management The Boston Company
Industry Investment Management
Experience
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
The Boston Company March 2007 - Present
Newburyport Education Foundation January 2010 - Present
BNY Mellon Asset Management March 2007 - Present
MFS Investment Management September 1999 - March 2007
John Hancock Signature Services September 1995 - September 1999
John Hancock Funds 1995 - 1999
Marriott International June 1992 - September 1995
Skills
Mutual Funds, Marketing Strategy, Investments, Microsoft Excel, Asset Managment, Microsoft Office, Project Management, Strategic Planning, Business Analysis, Customer Service, Series 7, PowerPoint, Equities, Process Improvement, Microsoft Word, Series 63, New Business Development, Team Building
Education
University of New Hampshire 1988 — 1992
B.S., Business
McIntosh College 1996 — 1997
Assoc, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Hotel Administration
Lynn English High School 1984 — 1988
Mark Josephson's The Boston Company Experience 1992 - 1995
Job Data Analyst at MA League of Community Health Centers
Industry Hospital & Health Care
Experience
Massachusetts League of Community Health Centers April 2009 - Present
SUEZ LNG NA June 2002 - March 2009
Cabot LNG October 1995 - June 2000
The Boston Company 1992 - 1995
Education
University of Massachusetts Lowell 1983 — 1988
Massachusetts League of Community Health Centers April 2009 - Present
SUEZ LNG NA June 2002 - March 2009
Cabot LNG October 1995 - June 2000
The Boston Company 1992 - 1995
Education
University of Massachusetts Lowell 1983 — 1988
Elisa Jordan's The Boston Company Experience 1990 - 1995
Job Realtor/Partner Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty August 2007 - Present
Lillian Montatlto Signature Properties March 2004 - July 2007
Fidelity Investments 1995 - 1997
Mellon Bank 1990 - 1995
The Boston Company 1990 - 1995
Skills
Listings, Buyer Representation, Short Sales, New Home Sales, Relocation, Single Family Homes, Sellers, First Time Home Buyers, Foreclosures, Condos, Investors, Real Estate, Move Up Buyers, Home Staging, ABR, Buyers, New Homes, Referrals, SFR
Education
University of Massachusetts Lowell 1988 — 1990
MBA, Finance
University of Massachusetts Lowell 1982 — 1986
B.S., Business Management
Keller Williams Realty August 2007 - Present
Lillian Montatlto Signature Properties March 2004 - July 2007
Fidelity Investments 1995 - 1997
Mellon Bank 1990 - 1995
The Boston Company 1990 - 1995
Skills
Listings, Buyer Representation, Short Sales, New Home Sales, Relocation, Single Family Homes, Sellers, First Time Home Buyers, Foreclosures, Condos, Investors, Real Estate, Move Up Buyers, Home Staging, ABR, Buyers, New Homes, Referrals, SFR
Education
University of Massachusetts Lowell 1988 — 1990
MBA, Finance
University of Massachusetts Lowell 1982 — 1986
B.S., Business Management
Michael Laliberte, PMP SSGB's The Boston Company Experience October 1989 - July 1996
Job Director of IT at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group 2010 - Present
Independent Consultant 2009 - 2010
Fidelity Investments July 1996 - December 2008
The Boston Company October 1989 - July 1996
Filene's May 1984 - September 1989
Skills
Program Management, Management, Business Intelligence, Team Building, Leadership, Enterprise Architecture, Project Planning, Team Management, Process Improvement, Project Management, Agile Methodologies, SDLC, Vendor Management
Education
William George Associates 2010 — 2010
Lean Six Sigma - Green Belt
University of Massachusetts, Amherst 1975 — 1980
BBA, Management
Lincoln Financial Group 2010 - Present
Independent Consultant 2009 - 2010
Fidelity Investments July 1996 - December 2008
The Boston Company October 1989 - July 1996
Filene's May 1984 - September 1989
Skills
Program Management, Management, Business Intelligence, Team Building, Leadership, Enterprise Architecture, Project Planning, Team Management, Process Improvement, Project Management, Agile Methodologies, SDLC, Vendor Management
Education
William George Associates 2010 — 2010
Lean Six Sigma - Green Belt
University of Massachusetts, Amherst 1975 — 1980
BBA, Management
Pat Morrissey's The Boston Company Experience December 1992 - January 2009
Job International Equity Sales and Trading at Cabrera Capital Markets, LLC
Industry Investment Management
Experience
Cabrera Capital Markets, LLC International Equity Sales and TradingCabrera Capital Markets, LLCAugust 2014 - Present
Jones Trading September 2013 - July 2014
The Vertical Group January 2013 - August 2013
Saratoga Capital LLC June 2011 - December 2012
Seacoast Partners, LLC August 2009 - June 2011
The Boston Company December 1992 - January 2009
Skills
Equity Trading, Series 7, Bloomberg, Equities, Series 63, Hedge Funds, Trading, Securities, Electronic Trading, FINRA, Trading Systems, Asset Management, Buy-side, Capital Markets, Investments, Equity Research, Options
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Cabrera Capital Markets, LLC International Equity Sales and TradingCabrera Capital Markets, LLCAugust 2014 - Present
Jones Trading September 2013 - July 2014
The Vertical Group January 2013 - August 2013
Saratoga Capital LLC June 2011 - December 2012
Seacoast Partners, LLC August 2009 - June 2011
The Boston Company December 1992 - January 2009
Skills
Equity Trading, Series 7, Bloomberg, Equities, Series 63, Hedge Funds, Trading, Securities, Electronic Trading, FINRA, Trading Systems, Asset Management, Buy-side, Capital Markets, Investments, Equity Research, Options
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Andrew Nevadomski's The Boston Company Experience January 2007 - January 2009
Job Senior Analyst at RK Capital Management
Industry Investment Management
Experience
RK Capital Management February 2009 - Present
The Boston Company January 2007 - January 2009
Founders Asset Management January 2002 - December 2006
Founders Asset Management January 2000 - December 2001
Founders Asset Management May 1997 - December 1999
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science in Business Administration, Finance
RK Capital Management February 2009 - Present
The Boston Company January 2007 - January 2009
Founders Asset Management January 2002 - December 2006
Founders Asset Management January 2000 - December 2001
Founders Asset Management May 1997 - December 1999
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science in Business Administration, Finance
Earl Matthews's The Boston Company Experience March 1990 - May 1993
Job Business Owner at EJ Matthews and Company
Industry Construction
Experience
EJ Matthews and Company 2014 - Present
Hilltop Farm 2009 - 2013
NSTAR April 1997 - August 2001
DST Systems December 1995 - April 1997
Boston Public School System November 1994 - December 1995
440 Financial May 1993 - November 1994
The Boston Company March 1990 - May 1993
Atlantic Data Services June 1989 - March 1990
Wang Labs 1986 - 1989
Education
University of Massachusetts Lowell 1978 — 1982
B.S., Industrial Technology
EJ Matthews and Company 2014 - Present
Hilltop Farm 2009 - 2013
NSTAR April 1997 - August 2001
DST Systems December 1995 - April 1997
Boston Public School System November 1994 - December 1995
440 Financial May 1993 - November 1994
The Boston Company March 1990 - May 1993
Atlantic Data Services June 1989 - March 1990
Wang Labs 1986 - 1989
Education
University of Massachusetts Lowell 1978 — 1982
B.S., Industrial Technology
Garrett Wentzell's The Boston Company Experience June 2006 - August 2006
Job Associate at Graycliff Partners
Industry
Experience
Graycliff Partners December 2011 - Present
HSBC Private Equity September 2010 - December 2011
Waller Capital September 2009 - September 2010
Barclays Capital July 2008 - June 2009
Income Research & Management June 2007 - August 2007
The Boston Company June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance
Graycliff Partners December 2011 - Present
HSBC Private Equity September 2010 - December 2011
Waller Capital September 2009 - September 2010
Barclays Capital July 2008 - June 2009
Income Research & Management June 2007 - August 2007
The Boston Company June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance
Eoin Gill's The Boston Company Experience October 1995 - May 1997
Job Managing Director & Business Executive US Corporate, Government & NotforProfit Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
BNY Mellon June 2014 - Present
Bank of New York Mellon October 2005 - June 2014
Mellon Financial May 1999 - October 2005
Brown Brothers Harriman 1997 - 1999
The Boston Company October 1995 - May 1997
Education
University of Southampton 1992 — 1995
BSc, Economics & Politics
Daniel Jerome's The Boston Company Experience March 2000 - Present
Job Operations Manager at The Boston Company
Industry Financial Services
Experience
The Boston Company March 2000 - Present
Education
UNC Charlotte
BA
University of Massachusetts, Amherst
The Boston Company March 2000 - Present
Education
UNC Charlotte
BA
University of Massachusetts, Amherst
Larry Israel's The Boston Company Experience January 2007 - Present
Job Performanmce and Attribution Professional
Industry Financial Services
Experience
Performance and Attribution December 2014 - Present
The Boston Company January 2007 - Present
GIPS 1900 - 2014
GIPS 1900 - 2014
Bank of America April 2004 - January 2005
Columbia Management (Bank of America) February 1998 - March 2004
John Hancock Advisors March 1995 - February 1998
Education
University of Massachusetts, Amherst 1981 — 1983
BS, HRTA
Performance and Attribution December 2014 - Present
The Boston Company January 2007 - Present
GIPS 1900 - 2014
GIPS 1900 - 2014
Bank of America April 2004 - January 2005
Columbia Management (Bank of America) February 1998 - March 2004
John Hancock Advisors March 1995 - February 1998
Education
University of Massachusetts, Amherst 1981 — 1983
BS, HRTA
James Prentice's The Boston Company Experience 1991 - 2009
Job Financial Services Professional with Experience in Capital Markets Consulting, Business Analysis, Investment Operations
Industry Financial Services
Experience
STATE STREET CORPORATION July 2014 - January 2015
Wipro Technologies February 2011 - February 2014
Boston Company Asset Management, LLC May 2006 - January 2009
The Boston Company 1991 - 2009
The Boston Company Asset Management, LLC November 2004 - May 2006
The Boston Company Asset Management, LLC September 2000 - November 2004
The Boston Company Asset Management, LLC November 1995 - August 2001
The Boston Company Asset Management, LLC June 1995 - November 1995
The Boston Company Asset Management, LLC October 1991 - June 1995
Skills
Investments, Client Service, Fixed Income, Fund Accounting, Hedge Funds, Trading, Equities, Bloomberg, Mutual Funds, Financial Services, Management, Analysis, Asset Allocation, Settlement, Corporate Actions, Securities, Capital Markets, Derivatives, Asset Management, Client Services, Trading Systems, Financial Markets, Portfolio Management, Business Analysis, Finance, Alternative Investments, Process Improvement, Risk Management, SDLC, Middle Office
Education
University of South Florida - College of Business Administration
Accounting/Finance
STATE STREET CORPORATION July 2014 - January 2015
Wipro Technologies February 2011 - February 2014
Boston Company Asset Management, LLC May 2006 - January 2009
The Boston Company 1991 - 2009
The Boston Company Asset Management, LLC November 2004 - May 2006
The Boston Company Asset Management, LLC September 2000 - November 2004
The Boston Company Asset Management, LLC November 1995 - August 2001
The Boston Company Asset Management, LLC June 1995 - November 1995
The Boston Company Asset Management, LLC October 1991 - June 1995
Skills
Investments, Client Service, Fixed Income, Fund Accounting, Hedge Funds, Trading, Equities, Bloomberg, Mutual Funds, Financial Services, Management, Analysis, Asset Allocation, Settlement, Corporate Actions, Securities, Capital Markets, Derivatives, Asset Management, Client Services, Trading Systems, Financial Markets, Portfolio Management, Business Analysis, Finance, Alternative Investments, Process Improvement, Risk Management, SDLC, Middle Office
Education
University of South Florida - College of Business Administration
Accounting/Finance
Alycia Leofanti's The Boston Company Experience 1993 - 1994
Job Accountant at Walpole Area Visiting Nurse Association
Industry Accounting
Experience
Walpole Area Visiting Nurse Association November 2013 - Present
Mr. Handyman Central MetroWest January 2013 - October 2013
JPMorgan Chase 1998 - 1999
JPMorgan Chase 1997 - 1998
JPMorgan Chase 1994 - 1997
The Boston Company 1993 - 1994
Skills
Accounting, Training, Customer Service, Microsoft Excel, Financial Reporting, Financial Statements, Microsoft Word
Education
University of Massachusetts Lowell
Bachelor of Science, Business Administration
Walpole Area Visiting Nurse Association November 2013 - Present
Mr. Handyman Central MetroWest January 2013 - October 2013
JPMorgan Chase 1998 - 1999
JPMorgan Chase 1997 - 1998
JPMorgan Chase 1994 - 1997
The Boston Company 1993 - 1994
Skills
Accounting, Training, Customer Service, Microsoft Excel, Financial Reporting, Financial Statements, Microsoft Word
Education
University of Massachusetts Lowell
Bachelor of Science, Business Administration
Tanya Vecchi's The Boston Company Experience November 1992 - June 1995
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments November 1996 - August 2000
First Data June 1995 - August 1996
The Boston Company November 1992 - June 1995
Education
University of Massachusetts Lowell
Putnam Investments November 1996 - August 2000
First Data June 1995 - August 1996
The Boston Company November 1992 - June 1995
Education
University of Massachusetts Lowell
Connie DeBoever's The Boston Company Experience September 2002 - Present
Job analyst at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2002 - Present
Bear Stearns October 1997 - October 2001
PricewaterhouseCoopers 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, accounting, management
The Boston Company September 2002 - Present
Bear Stearns October 1997 - October 2001
PricewaterhouseCoopers 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, accounting, management
Carl OConnell's The Boston Company Experience September 2011 - Present
Job Director at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2011 - Present
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments
Education
University of Massachusetts at Lowell 1992 — 1994
Pittsford Sutherland HS
The Boston Company September 2011 - Present
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Alternative Investments
Education
University of Massachusetts at Lowell 1992 — 1994
Pittsford Sutherland HS
Christine Horan's The Boston Company Experience June 1989 - June 1991
Job Territory Manager, Weight Watchers, Inc.
Industry Health, Wellness and Fitness
Experience
Weight Watchers, Inc. August 2009 - Present
WearGuard/CREST, ARAMARK October 1997 - April 2000
Abbott Laboratories September 1996 - September 1997
Abbott Laboratories May 1994 - August 1996
Abbott Laboratories June 1991 - May 1994
The Boston Company June 1989 - June 1991
The Boston Company June 1987 - June 1991
Education
University of Massachusetts, Amherst
BBA, Finance
Weight Watchers, Inc. August 2009 - Present
WearGuard/CREST, ARAMARK October 1997 - April 2000
Abbott Laboratories September 1996 - September 1997
Abbott Laboratories May 1994 - August 1996
Abbott Laboratories June 1991 - May 1994
The Boston Company June 1989 - June 1991
The Boston Company June 1987 - June 1991
Education
University of Massachusetts, Amherst
BBA, Finance
Tanya Vecchi's The Boston Company Experience January 1993 - June 1995
Job Client Service at Resolute Financial Llc
Industry Financial Services
Experience
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance