Wellington Management
Industry: Private investment management company
DescriptionWellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion. The firm serves as investment advisor to over 2,150 institutions in over 60 countries, as of 30 December 2017. Assets under management: 1 trillion USD (2017) CEO: Brendan Swords (1 Jul 2014–) Headquarters: Boston, Massachusetts, United States Number of employees: 2,227 (2017) Founder: Walter L. Morgan Subsidiaries: Wellington Trust Company, NA,
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Wellington Management Employees
Employee
Years
Job
Industry
Cassandra Cesaro Cassandra Cesaro's Wellington Management Experience January 2011 - July 2011
Job Eze Software Group GTS Connectivity Consultant
Industry Financial Services
Experience
Eze Software Group May 2013 - Present
Goldman Sachs January 2012 - August 2012
Wellington Management January 2011 - July 2011
Northeastern University Atheltics: Work Study September 2009 - December 2010
Sycamore Hills Pool 2005 - 2010
Skills
Microsoft Excel, Coaching, PeopleSoft, PowerPoint, Windows, Microsoft Office, Microsoft Word, Data Analysis, Event Planning, Access, SPSS, Outlook, Photoshop, Bloomberg, Bloomberg Terminal, SQL, Management, Human Resources, Recruiting
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Management Information Systems, & Marketing, Magnum Cum Laude
Eze Software Group May 2013 - Present
Goldman Sachs January 2012 - August 2012
Wellington Management January 2011 - July 2011
Northeastern University Atheltics: Work Study September 2009 - December 2010
Sycamore Hills Pool 2005 - 2010
Skills
Microsoft Excel, Coaching, PeopleSoft, PowerPoint, Windows, Microsoft Office, Microsoft Word, Data Analysis, Event Planning, Access, SPSS, Outlook, Photoshop, Bloomberg, Bloomberg Terminal, SQL, Management, Human Resources, Recruiting
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Management Information Systems, & Marketing, Magnum Cum Laude
Emma Rubbins-Breen Emma Rubbins-Breen's Wellington Management Experience June 2014 - January 2015
Job Legal and Compliance Coop at Wellington Management
Industry
Experience
Wellington Management June 2014 - January 2015
LIFT, Inc. January 2014 - May 2014
Root Cause August 2013 - December 2013
Strong Women, Strong Girls January 2011 - December 2013
Tertiary School of Business Administration July 2013 - August 2013
Fundacion Paraguaya September 2012 - December 2012
Rotary International August 2009 - June 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Portuguese, Nonprofits, Event Planning, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, Minors in Business Administration and Social Entrepreneurship
Tertiary School of Business Administration 2013 — 2013
Global Social Entrepreneurship, Cape Town, South Africa
University of Lisbon 2011 — 2011
Portuguese Culture and Language Immersion
Wellington Management June 2014 - January 2015
LIFT, Inc. January 2014 - May 2014
Root Cause August 2013 - December 2013
Strong Women, Strong Girls January 2011 - December 2013
Tertiary School of Business Administration July 2013 - August 2013
Fundacion Paraguaya September 2012 - December 2012
Rotary International August 2009 - June 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Portuguese, Nonprofits, Event Planning, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, Minors in Business Administration and Social Entrepreneurship
Tertiary School of Business Administration 2013 — 2013
Global Social Entrepreneurship, Cape Town, South Africa
University of Lisbon 2011 — 2011
Portuguese Culture and Language Immersion
Madhur Mittal Madhur Mittal's Wellington Management Experience January 2014 - March 2014
Job Managing Director at Agarwal Group Of Industries
Industry Mining & Metals
Experience
Agarwal Group of Industries July 2014 - Present
GLOBAL METCORP LTD March 2014 - June 2014
Wellington Management January 2014 - March 2014
PepsiCo June 2013 - August 2013
Daniels College of Business February 2012 - November 2012
GLOBAL METCORP LTD November 2011 - January 2012
Skills
PowerPoint, English, Leadership, Negotiation, Time Management, Microsoft Excel, Research, Teamwork, Microsoft Word, Business Strategy, Finance, Sales, New Business Development, Management, Public Relations, Data Analysis, Process Improvement, Project Planning, Team Leadership, Analysis, Entrepreneurship, Supply Chain Management, International Shipping, Flexible Approach, Small Talk
Education
University of Denver - Daniels College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Northeastern University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Management Information Systems, Finance, 3.70 (Deans List)
London School of Economics and Political Science 2012 — 2012
Certificate, International Law and Legal Studies, A-
University of Denver 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.9 (Deans List)
Sarala Birla Academy 2009 — 2011
International Baccalaureate Diploma Program
Etasi Timpany Senior Secondary School 1996 — 2010
Agarwal Group of Industries July 2014 - Present
GLOBAL METCORP LTD March 2014 - June 2014
Wellington Management January 2014 - March 2014
PepsiCo June 2013 - August 2013
Daniels College of Business February 2012 - November 2012
GLOBAL METCORP LTD November 2011 - January 2012
Skills
PowerPoint, English, Leadership, Negotiation, Time Management, Microsoft Excel, Research, Teamwork, Microsoft Word, Business Strategy, Finance, Sales, New Business Development, Management, Public Relations, Data Analysis, Process Improvement, Project Planning, Team Leadership, Analysis, Entrepreneurship, Supply Chain Management, International Shipping, Flexible Approach, Small Talk
Education
University of Denver - Daniels College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Northeastern University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Management Information Systems, Finance, 3.70 (Deans List)
London School of Economics and Political Science 2012 — 2012
Certificate, International Law and Legal Studies, A-
University of Denver 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.9 (Deans List)
Sarala Birla Academy 2009 — 2011
International Baccalaureate Diploma Program
Etasi Timpany Senior Secondary School 1996 — 2010
Jacqueline Fabricius Jacqueline Fabricius's Wellington Management Experience December 2008 - June 2009
Job Student at University of Virginia School of Medicine, Class of 2017
Industry Hospital & Health Care
Experience
Boston Children's Hospital June 2012 - Present
Beth Israel Deaconess Medical Center May 2010 - September 2011
Wellington Management December 2008 - June 2009
Education
University of Virginia School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
Northeastern University 2007 — 2012
Bachelor of Science, Biology Major, Psychology and Business Minor, 3.90
Boston Children's Hospital June 2012 - Present
Beth Israel Deaconess Medical Center May 2010 - September 2011
Wellington Management December 2008 - June 2009
Education
University of Virginia School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
Northeastern University 2007 — 2012
Bachelor of Science, Biology Major, Psychology and Business Minor, 3.90
Christine Lyons Christine Lyons's Wellington Management Experience January 2009 - June 2009
Job Investment Operations Team Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Emily Trautwein's Wellington Management Experience July 2014 - December 2014
Job Business Development Representative at InsightSquared
Industry Computer Software
Experience
InsightSquared July 2015 - Present
Wellington Management July 2014 - December 2014
Enquiron January 2012 - June 2014
Big Sister Association of Greater Boston January 2013 - June 2013
Skills
Event Planning, Customer Service, PowerPoint, Public Speaking, Social Media, Microsoft Office, Salesforce.com, Microsoft Word, Community Outreach, Microsoft Excel, Management, Facebook, Social Networking, Research, Marketing
Education
Northeastern University 2010 — 2015
Bachelor of Arts (B.A.), Communication Studies, Magna Cum Laude
InsightSquared July 2015 - Present
Wellington Management July 2014 - December 2014
Enquiron January 2012 - June 2014
Big Sister Association of Greater Boston January 2013 - June 2013
Skills
Event Planning, Customer Service, PowerPoint, Public Speaking, Social Media, Microsoft Office, Salesforce.com, Microsoft Word, Community Outreach, Microsoft Excel, Management, Facebook, Social Networking, Research, Marketing
Education
Northeastern University 2010 — 2015
Bachelor of Arts (B.A.), Communication Studies, Magna Cum Laude
Dina Sharara Dina Sharara's Wellington Management Experience January 2014 - July 2014
Job Customer Service and Middle East/ Asia Pacific Project Assistant at IHI
Industry International Affairs
Experience
IHI January 2015 - June 2015
Wellington Management January 2014 - July 2014
Tribonian Law Advisors May 2013 - July 2013
American University of Beirut May 2012 - July 2012
Skills
Newspapers, Journalism, Translation, Editing, Publications, International Relations, Politics, Research, Public Relations, Copy Editing, Social Networking, Creative Writing, Social Media, Copywriting, Photography, Policy Analysis, Photoshop, French, Qualitative Research, Public Speaking, Community Outreach, Customer Service
Education
Northeastern University 2011 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs; Minor in Public Policy & Pre-Law
Universitat Pompeu Fabra 2013 — 2013
Study Abroad- Spanish Language & Culture
American Community School 1998 — 2010
International Baccalaureate
IHI January 2015 - June 2015
Wellington Management January 2014 - July 2014
Tribonian Law Advisors May 2013 - July 2013
American University of Beirut May 2012 - July 2012
Skills
Newspapers, Journalism, Translation, Editing, Publications, International Relations, Politics, Research, Public Relations, Copy Editing, Social Networking, Creative Writing, Social Media, Copywriting, Photography, Policy Analysis, Photoshop, French, Qualitative Research, Public Speaking, Community Outreach, Customer Service
Education
Northeastern University 2011 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs; Minor in Public Policy & Pre-Law
Universitat Pompeu Fabra 2013 — 2013
Study Abroad- Spanish Language & Culture
American Community School 1998 — 2010
International Baccalaureate
Justine Chu's Wellington Management Experience January 2013 - June 2013
Job Hospitality Coordinator at DLA Piper
Industry Events Services
Experience
DLA Piper December 2014 - Present
Macmillan Speakers Bureau October 2013 - November 2014
Wellington Management January 2013 - June 2013
Peer Health Exchange September 2010 - April 2013
Princeton University June 2012 - August 2012
Friend Street Hostel September 2011 - April 2012
Zinna's Bistro July 2011 - September 2011
Hay Group January 2011 - June 2011
M3 Realty, Inc. May 2010 - September 2010
Skills
Social Media, Research, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Photoshop, Adobe Acrobat, Team Leadership, Event Management, Spanish, Pivotal CRM, Survey Gizmo, Event Mobi, Venue Scouting, Campaign Monitor, Dropbox, Lightroom, Mail Merge, Twitter, Chrome River, Elite Webview
Education
Northeastern University
Bachelor's degree, Business Administration, Management and Operations
Monroe Township High School
DLA Piper December 2014 - Present
Macmillan Speakers Bureau October 2013 - November 2014
Wellington Management January 2013 - June 2013
Peer Health Exchange September 2010 - April 2013
Princeton University June 2012 - August 2012
Friend Street Hostel September 2011 - April 2012
Zinna's Bistro July 2011 - September 2011
Hay Group January 2011 - June 2011
M3 Realty, Inc. May 2010 - September 2010
Skills
Social Media, Research, Event Planning, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Photoshop, Adobe Acrobat, Team Leadership, Event Management, Spanish, Pivotal CRM, Survey Gizmo, Event Mobi, Venue Scouting, Campaign Monitor, Dropbox, Lightroom, Mail Merge, Twitter, Chrome River, Elite Webview
Education
Northeastern University
Bachelor's degree, Business Administration, Management and Operations
Monroe Township High School
Dennis He Dennis He's Wellington Management Experience January 2013 - June 2013
Job Leverage Finance Credit Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank January 2015 - July 2015
Bank of America Merrill Lynch January 2014 - December 2014
Wellington Management January 2013 - June 2013
Skills
Financial Modeling, Fundamental Analysis, Financial Analysis, Credit Risk, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Access, Investments, Investment Strategies
Education
Northeastern University 2015 — 2016
Master of Science in Finance (MSF), Finance
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
UBS Investment Bank January 2015 - July 2015
Bank of America Merrill Lynch January 2014 - December 2014
Wellington Management January 2013 - June 2013
Skills
Financial Modeling, Fundamental Analysis, Financial Analysis, Credit Risk, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Access, Investments, Investment Strategies
Education
Northeastern University 2015 — 2016
Master of Science in Finance (MSF), Finance
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Andrew Oswald Andrew Oswald's Wellington Management Experience September 2007 - February 2008
Job Associate Portfolio Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Jason Lirio's Wellington Management Experience July 2012 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2012 - Present
Pineapple House Designs December 2010 - July 2012
State Street Bank March 2009 - December 2010
State Street Bank January 2008 - July 2008
Wellington Management January 2007 - July 2007
Skills
Microsoft Office, Strategic Planning, Product Development, Microsoft Excel, Customer Service, Sales Management, Project Management, New Business Development
Education
Northeastern University 2004 — 2009
BS, Finance and Insurance
Wellington Management July 2012 - Present
Pineapple House Designs December 2010 - July 2012
State Street Bank March 2009 - December 2010
State Street Bank January 2008 - July 2008
Wellington Management January 2007 - July 2007
Skills
Microsoft Office, Strategic Planning, Product Development, Microsoft Excel, Customer Service, Sales Management, Project Management, New Business Development
Education
Northeastern University 2004 — 2009
BS, Finance and Insurance
Conor Huvane Conor Huvane's Wellington Management Experience December 2014 - March 2015
Job Recent Graduate of Northeastern University
Industry Financial Services
Experience
NU Entrepreneurs Club January 2015 - May 2015
Wellington Management December 2014 - March 2015
Northeastern University Entrepreneurs Club June 2014 - January 2015
Wellington Management June 2014 - December 2014
Northeastern University September 2012 - December 2014
Social-E Northeastern September 2013 - May 2014
Liberty Mutual Insurance January 2013 - July 2013
Town of Cortlandt June 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Social Media, Analysis, Leadership, Teamwork, Essbase, Social Networking, Customer Service, Social Media Marketing, Public Speaking, Management, Marketing Strategy, Time Management, Event Planning, Photoshop
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Walter Panas High School 2007 — 2011
NU Entrepreneurs Club January 2015 - May 2015
Wellington Management December 2014 - March 2015
Northeastern University Entrepreneurs Club June 2014 - January 2015
Wellington Management June 2014 - December 2014
Northeastern University September 2012 - December 2014
Social-E Northeastern September 2013 - May 2014
Liberty Mutual Insurance January 2013 - July 2013
Town of Cortlandt June 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Social Media, Analysis, Leadership, Teamwork, Essbase, Social Networking, Customer Service, Social Media Marketing, Public Speaking, Management, Marketing Strategy, Time Management, Event Planning, Photoshop
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Walter Panas High School 2007 — 2011
Caitlin Lagan Caitlin Lagan's Wellington Management Experience November 2014 - Present
Job Human Resources Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2014 - Present
Wellington Management June 2011 - October 2014
Target February 2010 - June 2011
Nordstrom February 2009 - January 2010
Nordstrom May 2006 - January 2009
Skills
Organizational..., Training, Human Resources, Employee Relations, Onboarding, Talent Acquisition, Applicant Tracking..., Benefits Administration, Succession Planning, Recruiting
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA)
Ohio University 2001 — 2005
Bachelor of Science, Human and Consumer Sciences
University of Miami
Human Resource Management Certification
Upper Arlington High School 1997 — 2001
Wellington Management November 2014 - Present
Wellington Management June 2011 - October 2014
Target February 2010 - June 2011
Nordstrom February 2009 - January 2010
Nordstrom May 2006 - January 2009
Skills
Organizational..., Training, Human Resources, Employee Relations, Onboarding, Talent Acquisition, Applicant Tracking..., Benefits Administration, Succession Planning, Recruiting
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA)
Ohio University 2001 — 2005
Bachelor of Science, Human and Consumer Sciences
University of Miami
Human Resource Management Certification
Upper Arlington High School 1997 — 2001
Dylan Lewis Dylan Lewis's Wellington Management Experience January 2012 - June 2012
Job Bureau Chief Tech & Consumer Goods
Industry Financial Services
Experience
The Motley Fool June 2014 - Present
Bulls, Bears, People from Connecticut January 2014 - May 2014
Longfellow Investment Management Co. June 2013 - January 2014
Bleacher Report June 2012 - February 2013
Wellington Management January 2012 - June 2012
Shoebuy.com January 2011 - June 2011
AFLAC NY May 2010 - August 2010
All-Star Baseball Camp June 2006 - August 2009
Skills
Social Media Marketing, Marketing, Social Media, Newsletters, Facebook, Social Networking, Blogging, Internal Communications, Microsoft Office, Event Planning, Public Relations, WordPress, PowerPoint, Press Releases, Microsoft Excel, Creative Writing, Sales
Education
Northeastern University 2009 — 2014
Business, Finance, Journalism
Northern Highlands Regional High School 2005 — 2009
High School DiplomaClass of 2009
The Motley Fool June 2014 - Present
Bulls, Bears, People from Connecticut January 2014 - May 2014
Longfellow Investment Management Co. June 2013 - January 2014
Bleacher Report June 2012 - February 2013
Wellington Management January 2012 - June 2012
Shoebuy.com January 2011 - June 2011
AFLAC NY May 2010 - August 2010
All-Star Baseball Camp June 2006 - August 2009
Skills
Social Media Marketing, Marketing, Social Media, Newsletters, Facebook, Social Networking, Blogging, Internal Communications, Microsoft Office, Event Planning, Public Relations, WordPress, PowerPoint, Press Releases, Microsoft Excel, Creative Writing, Sales
Education
Northeastern University 2009 — 2014
Business, Finance, Journalism
Northern Highlands Regional High School 2005 — 2009
High School DiplomaClass of 2009
Anna Koban Anna Koban's Wellington Management Experience July 2012 - January 2013
Job Associate Planner at The TJX Companies, Inc.
Industry International Affairs
Experience
TJX May 2014 - March 2015
TJX July 2013 - April 2014
lululemon athletica October 2011 - May 2013
Wellington Management July 2012 - January 2013
Goodwin Procter LLP January 2011 - June 2011
Education
Northeastern University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Westwood High School 2005 — 2009
TJX May 2014 - March 2015
TJX July 2013 - April 2014
lululemon athletica October 2011 - May 2013
Wellington Management July 2012 - January 2013
Goodwin Procter LLP January 2011 - June 2011
Education
Northeastern University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Westwood High School 2005 — 2009
Katherine Braggins Katherine Braggins's Wellington Management Experience January 2015 - July 2015
Job Teaching Assistant, Impact Investing & Social Finance at Northeastern University
Industry International Affairs
Experience
Northeastern University September 2015 - Present
Northeastern University September 2011 - Present
Wellington Management January 2015 - July 2015
Comité para la Denfena de la Salud, la Ética y los Derechos Humanos April 2014 - May 2014
CECREDA - Centro Estratégico para el Crecimiento y Desarrollo Argentino January 2014 - May 2014
George J. Kostas Research Institute for Homeland Security January 2013 - December 2013
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Microsoft Excel, Microsoft Word, Public Speaking, Spanish, Political Science, Social Media, Teamwork, French, Politics, Economics
Education
Northeastern University 2011 — 2016
Northeastern University
Northeastern University September 2015 - Present
Northeastern University September 2011 - Present
Wellington Management January 2015 - July 2015
Comité para la Denfena de la Salud, la Ética y los Derechos Humanos April 2014 - May 2014
CECREDA - Centro Estratégico para el Crecimiento y Desarrollo Argentino January 2014 - May 2014
George J. Kostas Research Institute for Homeland Security January 2013 - December 2013
Skills
Research, Microsoft Office, International Relations, PowerPoint, English, Microsoft Excel, Microsoft Word, Public Speaking, Spanish, Political Science, Social Media, Teamwork, French, Politics, Economics
Education
Northeastern University 2011 — 2016
Northeastern University
Jennifer Sun's Wellington Management Experience January 2015 - July 2015
Job IDDS Data Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management January 2015 - July 2015
Deloitte January 2014 - April 2014
John Hancock Financial Services May 2013 - October 2013
Course Hero, Inc. May 2013 - July 2013
Balfour Academy January 2013 - April 2013
Relay for Life September 2010 - May 2011
Skills
Financial Accounting, Business Proposal..., Leadership Development, Academic Tutoring, Email Marketing, News Writing, Organization &..., Time Management, Customer Service, Cash Register, Fashion Writing, Photoshop, InDesign, Research, PowerPoint, Collaboration
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Accounting
The Chinese University of Hong Kong 2015 — 2015
The London School of Economics and Political Science (LSE) 2014 — 2014
Acton-Boxborough Regional High School 2010 — 2012
Wellington Management January 2015 - July 2015
Deloitte January 2014 - April 2014
John Hancock Financial Services May 2013 - October 2013
Course Hero, Inc. May 2013 - July 2013
Balfour Academy January 2013 - April 2013
Relay for Life September 2010 - May 2011
Skills
Financial Accounting, Business Proposal..., Leadership Development, Academic Tutoring, Email Marketing, News Writing, Organization &..., Time Management, Customer Service, Cash Register, Fashion Writing, Photoshop, InDesign, Research, PowerPoint, Collaboration
Education
Northeastern University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Accounting
The Chinese University of Hong Kong 2015 — 2015
The London School of Economics and Political Science (LSE) 2014 — 2014
Acton-Boxborough Regional High School 2010 — 2012
Dhanan Lathia Dhanan Lathia's Wellington Management Experience January 2012 - June 2012
Job Student at Northeastern University
Industry Financial Services
Experience
Capgemini 2015 - 2015
Capgemini 2015 - 2015
GE Aviation January 2013 - June 2013
Wellington Management January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Webster Bank May 2010 - June 2010
Skills
Microsoft Office, LDRPS
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
London School of Economics and Political Science 2013 — 2013
Capgemini 2015 - 2015
Capgemini 2015 - 2015
GE Aviation January 2013 - June 2013
Wellington Management January 2012 - June 2012
Morgan Stanley June 2011 - August 2011
Webster Bank May 2010 - June 2010
Skills
Microsoft Office, LDRPS
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
London School of Economics and Political Science 2013 — 2013
Madigan Chrystie Madigan Chrystie's Wellington Management Experience June 2015 - Present
Job Client Confirm CoOp at Wellington Management Company L.L.P.
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Northeastern University Student Value Fund January 2015 - Present
Haru Boston February 2014 - November 2014
More Magazine July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Fashion, Research, Value Investing, Public Speaking, Organization Skills, High Pressure Situations, Financial Analysis, Writing, Time Management
Education
Northeastern University 2013 — 2017
Bachelor of Science (B.S.), Business Administration (conc. Finance); Minor in Economics
TASIS England 2009 — 2013
High School Diploma
Wellington Management June 2015 - Present
Northeastern University Student Value Fund January 2015 - Present
Haru Boston February 2014 - November 2014
More Magazine July 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Fashion, Research, Value Investing, Public Speaking, Organization Skills, High Pressure Situations, Financial Analysis, Writing, Time Management
Education
Northeastern University 2013 — 2017
Bachelor of Science (B.S.), Business Administration (conc. Finance); Minor in Economics
TASIS England 2009 — 2013
High School Diploma
Drew Pickul's Wellington Management Experience June 2010 - January 2011
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank January 2015 - Present
Grant Thornton LLP July 2013 - December 2014
Morgan Stanley July 2012 - December 2012
GMO July 2011 - December 2011
Wellington Management June 2010 - January 2011
Education
Northeastern University 2008 — 2013
BSBA, Finance, Economics, International Affairs
North Andover High School 2004 — 2008
Silicon Valley Bank January 2015 - Present
Grant Thornton LLP July 2013 - December 2014
Morgan Stanley July 2012 - December 2012
GMO July 2011 - December 2011
Wellington Management June 2010 - January 2011
Education
Northeastern University 2008 — 2013
BSBA, Finance, Economics, International Affairs
North Andover High School 2004 — 2008
Kathleen Reynolds Kathleen Reynolds's Wellington Management Experience 2009 - 2009
Job Risk & Compliance Associate at Clough Capital Partners, L.P.
Industry Financial Services
Experience
Clough Capital Partners, L.P. June 2010 - Present
Wellington Management 2009 - 2009
State Street July 2008 - December 2008
Skills
Bloomberg, Hedge Funds, Financial Risk, Equities, Alternative Investments, Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science Business Administration, Finance and Insurance
The London School of Economics and Political Science (LSE) 2010 — 2010
Political Science
Ursuline Academy 2000 — 2000
Clough Capital Partners, L.P. June 2010 - Present
Wellington Management 2009 - 2009
State Street July 2008 - December 2008
Skills
Bloomberg, Hedge Funds, Financial Risk, Equities, Alternative Investments, Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science Business Administration, Finance and Insurance
The London School of Economics and Political Science (LSE) 2010 — 2010
Political Science
Ursuline Academy 2000 — 2000
Elizabeth Norton Elizabeth Norton's Wellington Management Experience June 2015 - Present
Job Asset Allocation Strategies Coop at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Goldman Sachs June 2014 - May 2015
Wellington Management June 2013 - December 2013
Northeastern University January 2013 - June 2013
iHost Networks June 2008 - March 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Economics and Business - Finance Concentration
Interlake High School 2007 — 2011
Wellington Management June 2015 - Present
Goldman Sachs June 2014 - May 2015
Wellington Management June 2013 - December 2013
Northeastern University January 2013 - June 2013
iHost Networks June 2008 - March 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Economics and Business - Finance Concentration
Interlake High School 2007 — 2011
Kelly Ellis's Wellington Management Experience June 2015 - Present
Job Systems Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2015 - Present
Wellington Management April 2008 - Present
Bright Horizons 2005 - 2008
Skills
Access, Bloomberg, Business Analysis, Data Analysis, Databases, Disaster Recovery, Fixed Income, Oracle, PeopleSoft, Process Improvement, Project Management, SDLC, SQL, SharePoint, Software Project..., Trading Systems, Vendor Management
Education
Northeastern University
Wellington Management June 2015 - Present
Wellington Management April 2008 - Present
Bright Horizons 2005 - 2008
Skills
Access, Bloomberg, Business Analysis, Data Analysis, Databases, Disaster Recovery, Fixed Income, Oracle, PeopleSoft, Process Improvement, Project Management, SDLC, SQL, SharePoint, Software Project..., Trading Systems, Vendor Management
Education
Northeastern University
John Hideo O'Harrow John Hideo O'Harrow's Wellington Management Experience 2005 - 2005
Job Associate at PwC
Industry Accounting
Experience
PwC September 2012 - Present
Wireless July 2012 - August 2012
Rutgers Business School May 2011 - August 2012
PwC January 2012 - February 2012
East West Consulting February 2006 - May 2011
Wellington Management 2005 - 2005
Skills
Accounting, Executive Search, Management Consulting, Recruiting
Education
Rutgers Business School 2011 — 2012
MBA in Professional Accounting, Accounting
Northeastern University 2001 — 2005
BA, History
st.mary's 1987 — 2001
PwC September 2012 - Present
Wireless July 2012 - August 2012
Rutgers Business School May 2011 - August 2012
PwC January 2012 - February 2012
East West Consulting February 2006 - May 2011
Wellington Management 2005 - 2005
Skills
Accounting, Executive Search, Management Consulting, Recruiting
Education
Rutgers Business School 2011 — 2012
MBA in Professional Accounting, Accounting
Northeastern University 2001 — 2005
BA, History
st.mary's 1987 — 2001
Dennis Leary Dennis Leary's Wellington Management Experience December 2007 - August 2008
Job Compliance Officer at Charles River Development
Industry Financial Services
Experience
Charles River Development December 2014 - Present
JPMorgan Chase & Co. April 2011 - December 2014
Goldman Sachs January 2009 - June 2009
Wellington Management December 2007 - August 2008
Plymouth Rock Assurance January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Bachelor's, Business Administration: Finance
Charles River Development December 2014 - Present
JPMorgan Chase & Co. April 2011 - December 2014
Goldman Sachs January 2009 - June 2009
Wellington Management December 2007 - August 2008
Plymouth Rock Assurance January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Bachelor's, Business Administration: Finance
Emily Leonard's Wellington Management Experience January 2014 - June 2014
Job Specialty Broker Operations Coop at Johnson & Johnson
Industry Human Resources
Experience
Johnson & Johnson January 2015 - Present
Northeastern University September 2013 - December 2014
Wellington Management January 2014 - June 2014
Northeastern University September 2012 - December 2013
Vistaprint January 2013 - July 2013
Cooper University Hospital May 2012 - August 2012
Hands Department Store June 2008 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Facebook, Outlook, Leadership, Customer Service, Event Planning, Team Leadership, Sales
Education
Northeastern University 2011 — 2015
Candidate for Bachelor of Science., Management and Supply Chain Management
Nazareth Academy High School 2008 — 2011
High School Diploma, 4.25/4.5
Johnson & Johnson January 2015 - Present
Northeastern University September 2013 - December 2014
Wellington Management January 2014 - June 2014
Northeastern University September 2012 - December 2013
Vistaprint January 2013 - July 2013
Cooper University Hospital May 2012 - August 2012
Hands Department Store June 2008 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Facebook, Outlook, Leadership, Customer Service, Event Planning, Team Leadership, Sales
Education
Northeastern University 2011 — 2015
Candidate for Bachelor of Science., Management and Supply Chain Management
Nazareth Academy High School 2008 — 2011
High School Diploma, 4.25/4.5
Colleen Chung Colleen Chung's Wellington Management Experience May 2014 - Present
Job Global Industry Research at Wellington Management Company
Industry Investment Management
Experience
Wellington Management May 2014 - Present
Northeastern University Service Learning Project January 2014 - May 2014
WS Development January 2013 - May 2014
Melick, Porter & Shea, LLP January 2012 - June 2012
Gilman, McLaughlin, & Hanrahan, LLP January 2011 - January 2012
Skills
Public Relations, Problem Solving, Strategic Consulting, Problem Analysis, Project Management, Strategic Communications, Team Leadership, Data Analysis, Management Consulting, Microsoft Office, Document Drafting, Leadership, Public Speaking, Marketing, Event Planning, Social Networking, Research, Nonprofits, Outlook, Microsoft Excel, Fundraising, Social Media, Social Media Marketing, PowerPoint
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Communication Studies, Summa Cum Laude Graduate
Canton High School
Wellington Management May 2014 - Present
Northeastern University Service Learning Project January 2014 - May 2014
WS Development January 2013 - May 2014
Melick, Porter & Shea, LLP January 2012 - June 2012
Gilman, McLaughlin, & Hanrahan, LLP January 2011 - January 2012
Skills
Public Relations, Problem Solving, Strategic Consulting, Problem Analysis, Project Management, Strategic Communications, Team Leadership, Data Analysis, Management Consulting, Microsoft Office, Document Drafting, Leadership, Public Speaking, Marketing, Event Planning, Social Networking, Research, Nonprofits, Outlook, Microsoft Excel, Fundraising, Social Media, Social Media Marketing, PowerPoint
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Communication Studies, Summa Cum Laude Graduate
Canton High School
Brandon Gillespie, CFA Brandon Gillespie, CFA's Wellington Management Experience July 2007 - December 2007
Job
Industry Financial Services
Experience
eSecLending January 2015 - Present
eSecLending July 2011 - January 2015
eSecLending April 2010 - July 2011
eSecLending July 2008 - April 2010
Wellington Management July 2007 - December 2007
John Hancock July 2006 - December 2006
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration
eSecLending January 2015 - Present
eSecLending July 2011 - January 2015
eSecLending April 2010 - July 2011
eSecLending July 2008 - April 2010
Wellington Management July 2007 - December 2007
John Hancock July 2006 - December 2006
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration
Johann Barlach Johann Barlach's Wellington Management Experience July 2011 - December 2011
Job Cobar Systems
Industry Computer Software
Experience
Cobar Systems 2011 - Present
Wellington Management July 2011 - December 2011
Skills
Wordpress, HTML, Social Media, SharePoint, Marketing Strategy, Marketing, Project Management, Market Research, Photoshop, CSS, Sales Management, Business Continuity..., WordPress, Start-ups, Management, Entrepreneurship, Microsoft Office, Google Analytics, Online Advertising, Salesforce.com, Social Media Marketing, Social Entrepreneurship, Strategic Partnerships, Public Relations, Email Marketing, Digital Marketing, Online Marketing, Social Networking, Lead Generation, Google Adwords, SEO
Education
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Entrepreneurship/Entrepreneurial Studies & Management
International School Hamburg 1996 — 2008
International Baccalaureate
Cobar Systems 2011 - Present
Wellington Management July 2011 - December 2011
Skills
Wordpress, HTML, Social Media, SharePoint, Marketing Strategy, Marketing, Project Management, Market Research, Photoshop, CSS, Sales Management, Business Continuity..., WordPress, Start-ups, Management, Entrepreneurship, Microsoft Office, Google Analytics, Online Advertising, Salesforce.com, Social Media Marketing, Social Entrepreneurship, Strategic Partnerships, Public Relations, Email Marketing, Digital Marketing, Online Marketing, Social Networking, Lead Generation, Google Adwords, SEO
Education
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Entrepreneurship/Entrepreneurial Studies & Management
International School Hamburg 1996 — 2008
International Baccalaureate
Katharine O'Hare Katharine O'Hare's Wellington Management Experience July 2014 - Present
Job Global Trading Business Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Wellington Management January 2013 - April 2014
Wellington Management Company January 2012 - June 2012
- May 2011 - August 2011
Skills
Microsoft Excel, Microsoft SQL Server, Networking, Accounting, Investments, Databases, Finance, Fixed Income, Trading, Access, Bloomberg
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance
American University of Paris
Finance
Red Bank Catholic High School 2006 — 2010
High School Diploma
Wellington Management July 2014 - Present
Wellington Management January 2013 - April 2014
Wellington Management Company January 2012 - June 2012
- May 2011 - August 2011
Skills
Microsoft Excel, Microsoft SQL Server, Networking, Accounting, Investments, Databases, Finance, Fixed Income, Trading, Access, Bloomberg
Education
Northeastern University 2010 — 2014
Bachelor of Science Degree, Business Administration; Finance
American University of Paris
Finance
Red Bank Catholic High School 2006 — 2010
High School Diploma
Laura Brunelli Laura Brunelli's Wellington Management Experience December 2012 - July 2013
Job AML Investigator at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Northeastern University September 2012 - May 2014
Liberty Mutual Insurance January 2011 - January 2014
Wellington Management December 2012 - July 2013
Northeastern University April 2013 - April 2013
Red Sox Team Store March 2012 - March 2012
The Marathon Restaurant May 2010 - September 2010
Skills
SPSS, Access, Criminal Justice, Internal Investigations, Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, Outlook, Investment Compliance, Microsoft Exchange, Bloomberg Terminal, Stata, Audit Command Language, Sentinel, Oracle Discoverer, Lotus Notes, Prospect Research, Expense Reports, AML, Bank Secrecy Act
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Criminal Justice, Business Administration Minor
Franklin High School 2005 — 2009
High School Diploma
Wells Fargo June 2014 - Present
Northeastern University September 2012 - May 2014
Liberty Mutual Insurance January 2011 - January 2014
Wellington Management December 2012 - July 2013
Northeastern University April 2013 - April 2013
Red Sox Team Store March 2012 - March 2012
The Marathon Restaurant May 2010 - September 2010
Skills
SPSS, Access, Criminal Justice, Internal Investigations, Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, Outlook, Investment Compliance, Microsoft Exchange, Bloomberg Terminal, Stata, Audit Command Language, Sentinel, Oracle Discoverer, Lotus Notes, Prospect Research, Expense Reports, AML, Bank Secrecy Act
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Criminal Justice, Business Administration Minor
Franklin High School 2005 — 2009
High School Diploma
Dan Hassett, CFA Dan Hassett, CFA's Wellington Management Experience August 2013 - Present
Job Securities lending Professional with over 8 years of experience
Industry Financial Services
Experience
Wellington Management August 2013 - Present
APG Asset Management December 2006 - August 2010
eSecLending January 2003 - December 2006
Skills
Securities Lending, Equities, Cash, Bloomberg, Collateral Management, Fixed Income, Structured Finance, FX, Excel, Options, Risk Management, Asset Management, Investments, Securities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Superior Client Service, Alternative Investments, Hedge Funds, Settlement, Financial Markets, FX Options, Bonds, Due Diligence, Investment Management, Asset Allocation
Education
Northeastern University 1999 — 2002
Bachelors, Finance
CFA
Marcellus High School
Marcellus High School
Wellington Management August 2013 - Present
APG Asset Management December 2006 - August 2010
eSecLending January 2003 - December 2006
Skills
Securities Lending, Equities, Cash, Bloomberg, Collateral Management, Fixed Income, Structured Finance, FX, Excel, Options, Risk Management, Asset Management, Investments, Securities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Superior Client Service, Alternative Investments, Hedge Funds, Settlement, Financial Markets, FX Options, Bonds, Due Diligence, Investment Management, Asset Allocation
Education
Northeastern University 1999 — 2002
Bachelors, Finance
CFA
Marcellus High School
Marcellus High School
Jason Dack Jason Dack's Wellington Management Experience January 2013 - June 2013
Job Student at Northeastern University
Industry
Experience
Barclays January 2014 - June 2014
Wellington Management January 2013 - June 2013
BNY Mellon January 2012 - June 2012
Education
Northeastern University 2010 — 2015
Master's Degree, Finance
Barclays January 2014 - June 2014
Wellington Management January 2013 - June 2013
BNY Mellon January 2012 - June 2012
Education
Northeastern University 2010 — 2015
Master's Degree, Finance
Elizabeth Uliva Elizabeth Uliva's Wellington Management Experience December 2014 - July 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management December 2014 - July 2015
Anthony's Restaurant and Bistro June 2013 - August 2014
Sweet Treat Ice Cream Shop June 2012 - August 2014
Plattsburgh State University Soccer Camp July 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Teamwork, Research, Customer Service, Time Management, English, Organization, Team Leadership, Project Planning, Management, Event Planning, Social Networking
Education
Northeastern University 2013 — 2017
Candidate for Bachelors of Science in Business Administration, 3.95
Peru Junior-Senior High School 2009 — 2013
High School Diploma
Wellington Management December 2014 - July 2015
Anthony's Restaurant and Bistro June 2013 - August 2014
Sweet Treat Ice Cream Shop June 2012 - August 2014
Plattsburgh State University Soccer Camp July 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Teamwork, Research, Customer Service, Time Management, English, Organization, Team Leadership, Project Planning, Management, Event Planning, Social Networking
Education
Northeastern University 2013 — 2017
Candidate for Bachelors of Science in Business Administration, 3.95
Peru Junior-Senior High School 2009 — 2013
High School Diploma
Jessica Litwin Jessica Litwin's Wellington Management Experience June 2014 - December 2014
Job Student at Northeastern University
Industry
Experience
Crochet a Cure December 2013 - Present
Disability Resource Center at Northeastern University November 2013 - Present
Biology/Behavioral Neuroscience Department at Northeastern University October 2013 - Present
Private Childcare Provider January 2007 - Present
Wellington Management June 2014 - December 2014
Fossil Group, Inc. May 2013 - August 2013
Ben and Jerry's June 2012 - August 2012
Mad Ernie's Café June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Web Design, Microsoft Powerpoint, Fast-paced, Quick Study, Determined to Succeed, Friendly Personality, Highly personable, Extrovert, Passionate about work, Enthusiasm to learn, Self-driven, Highly motivated..., PowerPoint
Education
Northeastern University 2012 — 2017
BS, Psychology
Moses Brown School 2008 — 2012
High School Diploma
Crochet a Cure December 2013 - Present
Disability Resource Center at Northeastern University November 2013 - Present
Biology/Behavioral Neuroscience Department at Northeastern University October 2013 - Present
Private Childcare Provider January 2007 - Present
Wellington Management June 2014 - December 2014
Fossil Group, Inc. May 2013 - August 2013
Ben and Jerry's June 2012 - August 2012
Mad Ernie's Café June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, HTML, Web Design, Microsoft Powerpoint, Fast-paced, Quick Study, Determined to Succeed, Friendly Personality, Highly personable, Extrovert, Passionate about work, Enthusiasm to learn, Self-driven, Highly motivated..., PowerPoint
Education
Northeastern University 2012 — 2017
BS, Psychology
Moses Brown School 2008 — 2012
High School Diploma
Bryan Orlovsky Bryan Orlovsky's Wellington Management Experience January 2009 - June 2009
Job Financial Senior Analyst at Cigna
Industry Insurance
Experience
Cigna October 2013 - Present
Rivet Software September 2011 - June 2012
Sports Authority May 2007 - March 2011
Wellington Management January 2009 - June 2009
GE Aviation January 2008 - June 2008
Skills
Life & Health Insurance..., Financial Analysis, Microsoft Excel, Analysis, Financial Modeling, Portfolio Management, PowerPoint, Asset Allocation, Access, Sales, Bloomberg, Customer Service, Leadership, Account Reconciliation, Accounting
Education
Northeastern University 2006 — 2011
Bachelor's in Business Administration, Finance
Univerzita Karlova v Praze (Charles University in Prague) 2010 — 2010
Bachelor's in Business Administration, Finance
Cigna October 2013 - Present
Rivet Software September 2011 - June 2012
Sports Authority May 2007 - March 2011
Wellington Management January 2009 - June 2009
GE Aviation January 2008 - June 2008
Skills
Life & Health Insurance..., Financial Analysis, Microsoft Excel, Analysis, Financial Modeling, Portfolio Management, PowerPoint, Asset Allocation, Access, Sales, Bloomberg, Customer Service, Leadership, Account Reconciliation, Accounting
Education
Northeastern University 2006 — 2011
Bachelor's in Business Administration, Finance
Univerzita Karlova v Praze (Charles University in Prague) 2010 — 2010
Bachelor's in Business Administration, Finance
Greg Belanger Greg Belanger's Wellington Management Experience January 2013 - July 2013
Job Acquisitions Analyst at Boston Capital
Industry Sports
Experience
Boston Capital January 2015 - Present
Boston Capital December 2013 - June 2014
Papa Razzi May 2013 - October 2013
Wellington Management January 2013 - July 2013
ADS Financial Services January 2012 - June 2012
Aberdeen Country Day June 2010 - August 2011
Team Mokes April 2010 - August 2011
Tab Ramos Sports Center October 2009 - August 2011
Tab Ramos Sports Center October 2009 - August 2011
Skills
Investments, Salesforce.com, Customer Service, Leadership, Marketing, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Affordable Housing, Real Estate Financing, Microsoft Office, PowerPoint, Teamwork, Financial Analysis, Finance, Research
Education
London School of Economics 2012 — 2012
Northeastern University 2010 — 2015
Bachelor of Science Degree; Dual, D'Amore-McKim School of Business; Finance & Accounting
Marlboro High School 2006 — 2010
High School Diploma
Boston Capital January 2015 - Present
Boston Capital December 2013 - June 2014
Papa Razzi May 2013 - October 2013
Wellington Management January 2013 - July 2013
ADS Financial Services January 2012 - June 2012
Aberdeen Country Day June 2010 - August 2011
Team Mokes April 2010 - August 2011
Tab Ramos Sports Center October 2009 - August 2011
Tab Ramos Sports Center October 2009 - August 2011
Skills
Investments, Salesforce.com, Customer Service, Leadership, Marketing, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Affordable Housing, Real Estate Financing, Microsoft Office, PowerPoint, Teamwork, Financial Analysis, Finance, Research
Education
London School of Economics 2012 — 2012
Northeastern University 2010 — 2015
Bachelor of Science Degree; Dual, D'Amore-McKim School of Business; Finance & Accounting
Marlboro High School 2006 — 2010
High School Diploma
Eric Bringardner Eric Bringardner's Wellington Management Experience June 2008 - December 2009
Job Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2011 - Present
GMO July 2010 - January 2011
GMO June 2009 - January 2010
Wellington Management June 2008 - December 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance, Management
Fidelity Investments June 2011 - Present
GMO July 2010 - January 2011
GMO June 2009 - January 2010
Wellington Management June 2008 - December 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance, Management
Lauren Mikelonis Lauren Mikelonis's Wellington Management Experience November 2006 - August 2007
Job Specialist, Global Partner Services Bain & Company
Industry Management Consulting
Experience
Bain & Company November 2010 - Present
Volition Capital January 2010 - November 2010
Fidelity Ventures September 2007 - December 2009
Wellington Management November 2006 - August 2007
Garrison Square Management August 2003 - November 2006
Garrison Square Management November 2001 - August 2003
Education
Northeastern University 1996 — 2001
Bachelor of Science
Bain & Company November 2010 - Present
Volition Capital January 2010 - November 2010
Fidelity Ventures September 2007 - December 2009
Wellington Management November 2006 - August 2007
Garrison Square Management August 2003 - November 2006
Garrison Square Management November 2001 - August 2003
Education
Northeastern University 1996 — 2001
Bachelor of Science
Gary Desai Gary Desai's Wellington Management Experience 2002 - 2003
Job CT Hotel Group
Industry Hospitality
Experience
Lotus Hospitality January 2008 - Present
wellington management 2002 - 2003
Education
Northeastern University
Lotus Hospitality January 2008 - Present
wellington management 2002 - 2003
Education
Northeastern University
Maggie Gervasi's Wellington Management Experience December 2013 - July 2014
Job U.S. Global Relationship Group Analyst Coop at Wellington Management
Industry Financial Services
Experience
Goldman Sachs December 2014 - June 2015
Wellington Management December 2013 - July 2014
Wellington Management January 2013 - June 2013
Northeastern University September 2012 - December 2012
J.Crew May 2011 - August 2012
State Representative Pignatelli’s Office August 2010 - May 2011
Skills
Spanish, Microsoft Office, PowerPoint, Microsoft Word, Blackboard, Contract Management, Customer Service, Microsoft Excel
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance
Lenox Memorial High School 2007 — 2011
Diploma
Goldman Sachs December 2014 - June 2015
Wellington Management December 2013 - July 2014
Wellington Management January 2013 - June 2013
Northeastern University September 2012 - December 2012
J.Crew May 2011 - August 2012
State Representative Pignatelli’s Office August 2010 - May 2011
Skills
Spanish, Microsoft Office, PowerPoint, Microsoft Word, Blackboard, Contract Management, Customer Service, Microsoft Excel
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance
Lenox Memorial High School 2007 — 2011
Diploma
Connor Flood Connor Flood's Wellington Management Experience January 2013 - July 2013
Job Diversified Fixed Income Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Eaton Vance January 2015 - August 2015
SCS Financial December 2013 - June 2014
Wellington Management January 2013 - July 2013
YMCA of Greater New York June 2007 - August 2012
Skills
Microsoft Office, Investments, Rhetoric, Team Leadership, Analysis, Event Planning, Fundraising, Money Management, Spanish, Strategic Leadership, Event Management, PowerPoint, Equity Research, Customer Relations, Negotiation, Credit Analysis
Education
Northeastern University 2011 — 2016
Finance and Economics
Jenna Sussman Jenna Sussman's Wellington Management Experience June 2014 - December 2014
Job Fraud Analyst at DraftKings, Inc.
Industry Security and Investigations
Experience
DraftKings, Inc. June 2015 - Present
Boston Police Department February 2015 - June 2015
Wellington Management June 2014 - December 2014
Boston Private Bank July 2013 - December 2013
Northeastern University January 2013 - June 2013
Brookline Police Department July 2012 - December 2012
Massachusetts Attorney General's Office January 2012 - April 2012
Orange County Intelligence Assessment Center June 2011 - August 2011
Skills
Crime Analysis, Background Checks, Case Management
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminal Justice
JSerra Catholic High School 2006 — 2010
DraftKings, Inc. June 2015 - Present
Boston Police Department February 2015 - June 2015
Wellington Management June 2014 - December 2014
Boston Private Bank July 2013 - December 2013
Northeastern University January 2013 - June 2013
Brookline Police Department July 2012 - December 2012
Massachusetts Attorney General's Office January 2012 - April 2012
Orange County Intelligence Assessment Center June 2011 - August 2011
Skills
Crime Analysis, Background Checks, Case Management
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Criminal Justice
JSerra Catholic High School 2006 — 2010
Hailu Lin's Wellington Management Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Higher Education
Experience
Wellington Management January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
Northeastern University College of Computer Science and Information Science September 2013 - December 2013
Northeastern University Math Department January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, VBA, Access, Teaching, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Mathematics, 3.8/4.0
The London School of Economics and Political Science (LSE)
summer school, Finance, General
Liaoning Province Shiyan High School 2008 — 2012
Wellington Management January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
Northeastern University College of Computer Science and Information Science September 2013 - December 2013
Northeastern University Math Department January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, VBA, Access, Teaching, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor of Science (B.S.), Mathematics, 3.8/4.0
The London School of Economics and Political Science (LSE)
summer school, Finance, General
Liaoning Province Shiyan High School 2008 — 2012
Caitlyn Puzio Caitlyn Puzio's Wellington Management Experience January 2013 - June 2013
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management January 2013 - June 2013
Princeton University July 2011 - August 2011
Wells Fargo Advisors July 2009 - August 2009
Representative Rush Holt January 2009 - June 2009
Skills
Research, Microsoft Excel, Valuation, Analysis, Bloomberg, Accounting, Banking
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
London School of Economics and Political Science 2013 — 2013
The American University of Rome 2012 — 2012
Wellington Management January 2013 - June 2013
Princeton University July 2011 - August 2011
Wells Fargo Advisors July 2009 - August 2009
Representative Rush Holt January 2009 - June 2009
Skills
Research, Microsoft Excel, Valuation, Analysis, Bloomberg, Accounting, Banking
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
London School of Economics and Political Science 2013 — 2013
The American University of Rome 2012 — 2012
Kalin Stoyanchev Kalin Stoyanchev's Wellington Management Experience December 2014 - July 2015
Job Student at Northeastern University
Industry Investment Management
Experience
Thumbopoly January 2015 - September 2015
Wellington Management December 2014 - July 2015
Pine Brothers January 2014 - November 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, Customer Service, Leadership, Social Networking, Research, Data Analysis, Mobile Technology, Mobile Marketing
Education
Northeastern University 2013 — 2018
Finance and Computer Science, Minor in International Affairs
Winchester High School 2009 — 2013
Thumbopoly January 2015 - September 2015
Wellington Management December 2014 - July 2015
Pine Brothers January 2014 - November 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, Customer Service, Leadership, Social Networking, Research, Data Analysis, Mobile Technology, Mobile Marketing
Education
Northeastern University 2013 — 2018
Finance and Computer Science, Minor in International Affairs
Winchester High School 2009 — 2013
Deirdre Zaccagnini Deirdre Zaccagnini's Wellington Management Experience January 2001 - June 2007
Job Client Relationship Administrator
Industry Financial Services
Experience
Wingate Wealth Advisors, Inc. May 2015 - Present
PAREXEL International October 2012 - May 2015
Fisher Lynch Capital June 2007 - August 2012
Wellington Management January 2001 - June 2007
Eastern Corporate Federal Credit Union (EasCorp) February 1996 - May 2000
R.M. Bradley & Co., Inc. June 1994 - February 1996
Skills
Outlook, Customer Service, Office Management, Asset Managment, Investments, Equities, Meeting Planning, Time Management, Public Speaking, Calendars, Asset Management, Executive Office..., C-level support, Board Relations, Certified..., Banking, Benefits Administration, HR Policy Formulation
Education
Northeastern University
BSBA Management, Magna Cum Laude
Wingate Wealth Advisors, Inc. May 2015 - Present
PAREXEL International October 2012 - May 2015
Fisher Lynch Capital June 2007 - August 2012
Wellington Management January 2001 - June 2007
Eastern Corporate Federal Credit Union (EasCorp) February 1996 - May 2000
R.M. Bradley & Co., Inc. June 1994 - February 1996
Skills
Outlook, Customer Service, Office Management, Asset Managment, Investments, Equities, Meeting Planning, Time Management, Public Speaking, Calendars, Asset Management, Executive Office..., C-level support, Board Relations, Certified..., Banking, Benefits Administration, HR Policy Formulation
Education
Northeastern University
BSBA Management, Magna Cum Laude
Jordan Vallinino's Wellington Management Experience January 2015 - June 2015
Job Investment Analyst at IDEA: Northeastern University's Venture Accelerator
Industry
Experience
IDEA: Northeastern University's Venture Accelerator December 2013 - Present
Wellington Management January 2015 - June 2015
Charlestown Lawn Care June 2011 - September 2013
Forcine Concrete August 2011 - August 2013
Skills
Small Business Owner, Landscape Design, Project Estimation, Hiring, Manage Client..., Sales, Leadership, Start-ups
Education
Northeastern University 2013 — 2018
Combined Major: Business, Finance Concentration & Economics
Great Valley High School Malvern PA 2009 — 2013
IDEA: Northeastern University's Venture Accelerator December 2013 - Present
Wellington Management January 2015 - June 2015
Charlestown Lawn Care June 2011 - September 2013
Forcine Concrete August 2011 - August 2013
Skills
Small Business Owner, Landscape Design, Project Estimation, Hiring, Manage Client..., Sales, Leadership, Start-ups
Education
Northeastern University 2013 — 2018
Combined Major: Business, Finance Concentration & Economics
Great Valley High School Malvern PA 2009 — 2013
Forest Franzose Forest Franzose's Wellington Management Experience January 2013 - June 2013
Job Recent Graduate from Northeastern University
Industry Financial Services
Experience
Connors Group May 2015 - Present
IUR Capital LLC July 2014 - December 2014
Boardwalk Properties October 2013 - March 2014
Wellington Management January 2013 - June 2013
Northeastern University September 2011 - August 2012
Natixis Global Asset Management January 2012 - June 2012
Northeastern University March 2011 - January 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Admissions, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Access, Leadership, Research, Customer Service
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Economics and Mathematics - Minor in Business
Winslow High School 2006 — 2010
Connors Group May 2015 - Present
IUR Capital LLC July 2014 - December 2014
Boardwalk Properties October 2013 - March 2014
Wellington Management January 2013 - June 2013
Northeastern University September 2011 - August 2012
Natixis Global Asset Management January 2012 - June 2012
Northeastern University March 2011 - January 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Admissions, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Access, Leadership, Research, Customer Service
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Economics and Mathematics - Minor in Business
Winslow High School 2006 — 2010
Jarred Marcus's Wellington Management Experience July 2014 - January 2015
Job Graduate of Northeastern University
Industry Financial Services
Experience
Jarred's Ticket Arbitrage January 2013 - Present
Wellington Management July 2014 - January 2015
Ebay Vendor June 2003 - June 2014
Gannett Welsh & Kotler July 2013 - December 2013
ESN North America May 2011 - June 2011
Sienna's Gourmet Pizza September 2009 - September 2010
Morey's Piers & Beachfront Waterparks June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management
Education
Northeastern University 2010 — 2015
a Bachelor of Science, Business Administration; Management
Ridge High School
Jarred's Ticket Arbitrage January 2013 - Present
Wellington Management July 2014 - January 2015
Ebay Vendor June 2003 - June 2014
Gannett Welsh & Kotler July 2013 - December 2013
ESN North America May 2011 - June 2011
Sienna's Gourmet Pizza September 2009 - September 2010
Morey's Piers & Beachfront Waterparks June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management
Education
Northeastern University 2010 — 2015
a Bachelor of Science, Business Administration; Management
Ridge High School
Aodi Jiang Aodi Jiang's Wellington Management Experience July 2015 - Present
Job Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Northeastern University Chinese Students and Scholars Association September 2011 - April 2015
Wellington Management June 2014 - December 2014
Brown Brothers Harriman July 2013 - December 2013
China Petroleum Engineering & Construction Corporation (CPECC) July 2012 - August 2012
Harvard Management Company January 2012 - June 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Close Attention to..., Public Relations, Social Networking, Communication, Microsoft Office, Microsoft Excel, Organization &..., Highly responsible, Bloomberg, Fast Learner, Investments, Work in A Fast Paced..., Communication Skills, Hosting Events, Investment Operations, Analysis, Financial Analysis, Teamwork, Microsoft Word, Multi Tasking, Multicultural, Pricing, Hedging, Credit Risk, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance and Economics
American International School of Abu Dhabi 2007 — 2010
International Baccalaureate Diploma
Wellington Management July 2015 - Present
Northeastern University Chinese Students and Scholars Association September 2011 - April 2015
Wellington Management June 2014 - December 2014
Brown Brothers Harriman July 2013 - December 2013
China Petroleum Engineering & Construction Corporation (CPECC) July 2012 - August 2012
Harvard Management Company January 2012 - June 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Close Attention to..., Public Relations, Social Networking, Communication, Microsoft Office, Microsoft Excel, Organization &..., Highly responsible, Bloomberg, Fast Learner, Investments, Work in A Fast Paced..., Communication Skills, Hosting Events, Investment Operations, Analysis, Financial Analysis, Teamwork, Microsoft Word, Multi Tasking, Multicultural, Pricing, Hedging, Credit Risk, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance and Economics
American International School of Abu Dhabi 2007 — 2010
International Baccalaureate Diploma
Ethan Huntley's Wellington Management Experience June 2014 - January 2015
Job Credit Suisse HOLT Sector Specialist
Industry Research
Experience
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Erin Garrity's Wellington Management Experience January 2015 - July 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management January 2015 - July 2015
Education
Northeastern University 2013 — 2018
B.S. Business Administration (Concentration Finance); B.S. Philosophy (Concentration Law & Ethics)
Bishop Feehan High School 2009 — 2013
Wellington Management January 2015 - July 2015
Education
Northeastern University 2013 — 2018
B.S. Business Administration (Concentration Finance); B.S. Philosophy (Concentration Law & Ethics)
Bishop Feehan High School 2009 — 2013
Caitlin Very Caitlin Very's Wellington Management Experience January 2013 - June 2013
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Wellington Management January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Justin Eldridge's Wellington Management Experience June 2014 - June 2015
Job MBA Candidate at D'AmoreMcKim School of Business, Northeastern University
Industry Financial Services
Experience
Wellington Management June 2014 - June 2015
Senator Kelly Ayotte's D.C. Office May 2012 - August 2012
Country Landscaping May 2010 - August 2011
Kraft Foods Group May 2009 - August 2009
Skills
Editing, Microsoft Excel, Public Speaking, Data Analysis, Economics
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Trinity College 2009 — 2013
BA, Economics, Political Science
The Derryfield school 2005 — 2009
Wellington Management June 2014 - June 2015
Senator Kelly Ayotte's D.C. Office May 2012 - August 2012
Country Landscaping May 2010 - August 2011
Kraft Foods Group May 2009 - August 2009
Skills
Editing, Microsoft Excel, Public Speaking, Data Analysis, Economics
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Trinity College 2009 — 2013
BA, Economics, Political Science
The Derryfield school 2005 — 2009
Christy Capriccio, CFA Christy Capriccio, CFA's Wellington Management Experience August 2012 - Present
Job Assistant Vice President & Marketing Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
Wellington Management June 2009 - July 2012
Goldman Sachs January 2008 - December 2008
Morgan Stanley January 2007 - August 2007
Ernst & Young January 2006 - June 2006
Skills
Proficient in MS Excel, Proficient in MS Access, Crystal Reports, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Variance Analysis, Valuation, Equities, Account Reconciliation, Financial Statement..., Microsoft Excel, Finance, Investments, Analysis, Due Diligence, Hedge Funds
Education
Northeastern University 2004 — 2009
BSBA, Finance and Accounting
Wellington Management August 2012 - Present
Wellington Management June 2009 - July 2012
Goldman Sachs January 2008 - December 2008
Morgan Stanley January 2007 - August 2007
Ernst & Young January 2006 - June 2006
Skills
Proficient in MS Excel, Proficient in MS Access, Crystal Reports, Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Variance Analysis, Valuation, Equities, Account Reconciliation, Financial Statement..., Microsoft Excel, Finance, Investments, Analysis, Due Diligence, Hedge Funds
Education
Northeastern University 2004 — 2009
BSBA, Finance and Accounting
Daniel Shipman's Wellington Management Experience January 2012 - June 2012
Job Rotational Development Program Associate at Boston Private Financial Holdings
Industry Financial Services
Experience
Boston Private Financial Holdings September 2015 - Present
Ramirez & Co., Inc. January 2014 - June 2014
Goldman Sachs January 2013 - June 2013
Wellington Management January 2012 - June 2012
Hartford Stage Company July 2011 - August 2011
Skills
MS Excel, MS Word, MS PowerPoint, Spanish, Tax, Customer Service, Financial Statements, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Teamwork
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, D'Amore McKim School of Business
Glastonbury High School 2006 — 2010
Boston Private Financial Holdings September 2015 - Present
Ramirez & Co., Inc. January 2014 - June 2014
Goldman Sachs January 2013 - June 2013
Wellington Management January 2012 - June 2012
Hartford Stage Company July 2011 - August 2011
Skills
MS Excel, MS Word, MS PowerPoint, Spanish, Tax, Customer Service, Financial Statements, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Teamwork
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, D'Amore McKim School of Business
Glastonbury High School 2006 — 2010
Connor McCarron's Wellington Management Experience December 2013 - June 2014
Job Securities Risk Finance Coop at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
Wellington Management December 2013 - June 2014
Columbia Tech April 2013 - August 2013
Gray, Gray, & Gray, LLP Certified Public Accountants January 2013 - April 2013
Northeastern University September 2011 - December 2012
Marlborough Country Club April 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Cpr Certified, Business, Tax Preparation, Accounting, Tax Returns, Financial Accounting, Research, Data Analysis, Time Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
Saint John's High School 2007 — 2011
State Street May 2015 - Present
Wellington Management December 2013 - June 2014
Columbia Tech April 2013 - August 2013
Gray, Gray, & Gray, LLP Certified Public Accountants January 2013 - April 2013
Northeastern University September 2011 - December 2012
Marlborough Country Club April 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Cpr Certified, Business, Tax Preparation, Accounting, Tax Returns, Financial Accounting, Research, Data Analysis, Time Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Economics
Saint John's High School 2007 — 2011
Caroline Barrnett, AFSB's Wellington Management Experience July 2008 - December 2008
Job Executive Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group July 2014 - Present
Liberty Mutual Surety July 2011 - July 2014
Wellington Management July 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Financial Analysis, Financial Risk, Underwriting, Risk Management, Financial Modeling, Finance
Education
Northeastern University 2006 — 2011
Bachelor of Science, Finance, General
Universidad del Salvador 2009 — 2009
Spanish Language and Literature
Arch Insurance Group July 2014 - Present
Liberty Mutual Surety July 2011 - July 2014
Wellington Management July 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Financial Analysis, Financial Risk, Underwriting, Risk Management, Financial Modeling, Finance
Education
Northeastern University 2006 — 2011
Bachelor of Science, Finance, General
Universidad del Salvador 2009 — 2009
Spanish Language and Literature
Elizabeth Rutledge Elizabeth Rutledge's Wellington Management Experience July 2010 - December 2010
Job Sr. Analyst at L'Oréal
Industry Financial Services
Experience
L'Oréal May 2015 - Present
L'Oréal July 2013 - April 2015
L'Oréal June 2012 - December 2012
Goldman Sachs July 2011 - December 2011
Wellington Management July 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Quickbooks, Equities, Fixed Income, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance
L'Oréal May 2015 - Present
L'Oréal July 2013 - April 2015
L'Oréal June 2012 - December 2012
Goldman Sachs July 2011 - December 2011
Wellington Management July 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Quickbooks, Equities, Fixed Income, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance
Jake Fulham Jake Fulham's Wellington Management Experience January 2009 - July 2009
Job Analyst, Strategy & Business Development (M&A) at PerkinElmer, Inc.
Industry Biotechnology
Experience
PerkinElmer, Inc. October 2014 - Present
GE Healthcare February 2014 - September 2014
GE Healthcare January 2012 - February 2014
GE Healthcare July 2010 - December 2010
Wellington Management January 2009 - July 2009
Skills
Forecasting, Finance, Analysis, Managerial Finance, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Strategic Financial..., Hyperion Enterprise, Valuation, Essbase, Income Statement, PowerPoint, Financial Planning
Education
Northeastern University 2007 — 2011
BSBA, Finance (Honors)
PerkinElmer, Inc. October 2014 - Present
GE Healthcare February 2014 - September 2014
GE Healthcare January 2012 - February 2014
GE Healthcare July 2010 - December 2010
Wellington Management January 2009 - July 2009
Skills
Forecasting, Finance, Analysis, Managerial Finance, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Strategic Financial..., Hyperion Enterprise, Valuation, Essbase, Income Statement, PowerPoint, Financial Planning
Education
Northeastern University 2007 — 2011
BSBA, Finance (Honors)
Dana Mirabella's Wellington Management Experience January 2008 - July 2008
Job Helping clients reach their marketing goals with data!
Industry Marketing and Advertising
Experience
LinkedIn August 2014 - Present
Bizo January 2013 - August 2014
Bizo January 2012 - January 2013
Bizo September 2011 - January 2012
Experian Hitwise May 2011 - August 2011
Experian Hitwise July 2010 - May 2011
Amnisure International LLC June 2009 - May 2010
Wellington Management January 2008 - July 2008
T Rowe Price January 2007 - June 2007
Northeastern University 2005 - 2007
Skills
Account Management, Online Marketing..., Digital Media, comScore, Experian Hitwise, Sales, Social Media Marketing, DART for Advertisers, Project Management, Google Adwords, Product Management, Microsoft Office, Atlas, Salesforce.com, Team Leadership, Manage Client..., Business Strategy, Digital Marketing
Education
Northeastern University 2004 — 2008
Business Administration, Marketing
LinkedIn August 2014 - Present
Bizo January 2013 - August 2014
Bizo January 2012 - January 2013
Bizo September 2011 - January 2012
Experian Hitwise May 2011 - August 2011
Experian Hitwise July 2010 - May 2011
Amnisure International LLC June 2009 - May 2010
Wellington Management January 2008 - July 2008
T Rowe Price January 2007 - June 2007
Northeastern University 2005 - 2007
Skills
Account Management, Online Marketing..., Digital Media, comScore, Experian Hitwise, Sales, Social Media Marketing, DART for Advertisers, Project Management, Google Adwords, Product Management, Microsoft Office, Atlas, Salesforce.com, Team Leadership, Manage Client..., Business Strategy, Digital Marketing
Education
Northeastern University 2004 — 2008
Business Administration, Marketing
Christa Forte Christa Forte's Wellington Management Experience June 2010 - January 2011
Job Senior Consultant at FactSet
Industry Financial Services
Experience
FactSet March 2015 - Present
FactSet September 2013 - Present
Goldman Sachs June 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Wellington Management June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Creating Macros, MS Excel Pivot Tables, Vlookup, Bloomberg Terminal, Accounting, FactSet, SunGard Global One, Astec Lending Pit, Crystal Reports, What-if Analysis, Transaction Explorer
Education
Northeastern University 2008 — 2013
BSBA, Dual Concentration: Finance and Accounting, Minor: Economics, 3.9
FactSet March 2015 - Present
FactSet September 2013 - Present
Goldman Sachs June 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Wellington Management June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Creating Macros, MS Excel Pivot Tables, Vlookup, Bloomberg Terminal, Accounting, FactSet, SunGard Global One, Astec Lending Pit, Crystal Reports, What-if Analysis, Transaction Explorer
Education
Northeastern University 2008 — 2013
BSBA, Dual Concentration: Finance and Accounting, Minor: Economics, 3.9
Jonathan DeSouza's Wellington Management Experience March 2011 - Present
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Goldman Sachs January 2008 - June 2008
Goldman Sachs January 2007 - June 2007
Deutsche Bank January 2006 - June 2006
Deutsche Bank May 2005 - August 2005
Deutsche Bank June 2004 - August 2004
Deutsche Bank June 2003 - August 2003
Skills
Financial Analysis, ETFs, SOX 404, Bloomberg, Fixed Income, Derivatives, Equities, Bloomberg Terminal, Investment Banking, Valuation, Capital Markets, Hedge Funds, Equity Valuation, Corporate Finance, Options, Investments, Asset Managment, Credit Derivatives, Interest Rate...
Education
Northeastern University 2004 — 2009
Bachelors of Science, Business Administration in Finance and Management
Wellington Management March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Goldman Sachs January 2008 - June 2008
Goldman Sachs January 2007 - June 2007
Deutsche Bank January 2006 - June 2006
Deutsche Bank May 2005 - August 2005
Deutsche Bank June 2004 - August 2004
Deutsche Bank June 2003 - August 2003
Skills
Financial Analysis, ETFs, SOX 404, Bloomberg, Fixed Income, Derivatives, Equities, Bloomberg Terminal, Investment Banking, Valuation, Capital Markets, Hedge Funds, Equity Valuation, Corporate Finance, Options, Investments, Asset Managment, Credit Derivatives, Interest Rate...
Education
Northeastern University 2004 — 2009
Bachelors of Science, Business Administration in Finance and Management
Elisa (Guarino) Swanke Elisa (Guarino) Swanke's Wellington Management Experience June 2006 - December 2006
Job Financial Analyst at Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation March 2013 - Present
Cambridge Associates April 2012 - December 2012
Cambridge Associates June 2008 - March 2012
Credit Suisse July 2007 - December 2007
General Electric July 2006 - April 2007
Wellington Management June 2006 - December 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Grand Circle Corporation March 2013 - Present
Cambridge Associates April 2012 - December 2012
Cambridge Associates June 2008 - March 2012
Credit Suisse July 2007 - December 2007
General Electric July 2006 - April 2007
Wellington Management June 2006 - December 2006
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Joe Toscano Joe Toscano's Wellington Management Experience January 2011 - September 2011
Job Trader at Mirae Asset Global Investments
Industry Financial Services
Experience
Mirae Asset Global Investments April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Brown Brothers Harriman June 2012 - April 2014
Wellington Management January 2011 - September 2011
GMO January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Omgeo Oasys, Equities, Customer Service, Investments, Securities, Mutual Funds, Options
Education
Northeastern University 2007 — 2012
BSBA, Finance, Economics
2015 Level II Candidate in the CFA Program
Mirae Asset Global Investments April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Brown Brothers Harriman June 2012 - April 2014
Wellington Management January 2011 - September 2011
GMO January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Omgeo Oasys, Equities, Customer Service, Investments, Securities, Mutual Funds, Options
Education
Northeastern University 2007 — 2012
BSBA, Finance, Economics
2015 Level II Candidate in the CFA Program
Angelica Aquilino Angelica Aquilino's Wellington Management Experience June 2013 - January 2014
Job U.S. Global Relationship Group Analyst Coop at Wellington Management
Industry Financial Services
Experience
Pirandello Italian Language Center September 2009 - Present
Cafe Pompei April 2007 - Present
Wellington Management June 2013 - January 2014
Wellington Management June 2012 - December 2012
Agenzia Real Estate, LLC October 2010 - April 2011
Skills
Foreign Languages, Language Teaching, Italian, Curriculum Design, Microsoft Excel, Microsoft Word, Verbal and Written..., Effective Time..., Excellent Interpersonal, French, Bookkeeping, Leadership, Writing
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration, Concentrations in Finance and Marketing, Minor in International Affairs
Pirandello Italian Language Center September 2009 - Present
Cafe Pompei April 2007 - Present
Wellington Management June 2013 - January 2014
Wellington Management June 2012 - December 2012
Agenzia Real Estate, LLC October 2010 - April 2011
Skills
Foreign Languages, Language Teaching, Italian, Curriculum Design, Microsoft Excel, Microsoft Word, Verbal and Written..., Effective Time..., Excellent Interpersonal, French, Bookkeeping, Leadership, Writing
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business Administration, Concentrations in Finance and Marketing, Minor in International Affairs
Joshua Luby Joshua Luby's Wellington Management Experience November 2011 - April 2014
Job Consultant at Veson Nautical
Industry Financial Services
Experience
Veson Nautical April 2014 - Present
Wellington Management November 2011 - April 2014
Eze Castle Software July 2009 - November 2011
CSN Stores July 2006 - July 2009
CSN Stores July 2007 - July 2008
CSN Stores July 2006 - June 2007
Skills
Trading, Sales, Business Intelligence, Electronic Trading, Marketing Strategy, Analysis, Forecasting, Hedge Funds, SQL, Trading Systems, Product Management, Business Analysis, Databases, Strategy, Management, Consulting, Microsoft Office, Microsoft Excel, Analytics, Data Analysis, Project Management, Equities
Education
Northeastern University 2004 — 2008
BS/BA, Economics and Political Science
Milford High School 2000 — 2004
Diploma
Veson Nautical April 2014 - Present
Wellington Management November 2011 - April 2014
Eze Castle Software July 2009 - November 2011
CSN Stores July 2006 - July 2009
CSN Stores July 2007 - July 2008
CSN Stores July 2006 - June 2007
Skills
Trading, Sales, Business Intelligence, Electronic Trading, Marketing Strategy, Analysis, Forecasting, Hedge Funds, SQL, Trading Systems, Product Management, Business Analysis, Databases, Strategy, Management, Consulting, Microsoft Office, Microsoft Excel, Analytics, Data Analysis, Project Management, Equities
Education
Northeastern University 2004 — 2008
BS/BA, Economics and Political Science
Milford High School 2000 — 2004
Diploma
Andrew Rothbaum Andrew Rothbaum's Wellington Management Experience January 2009 - June 2009
Job Vice President at Mohanty Gargiulo
Industry Financial Services
Experience
Mohanty Gargiulo LLC May 2011 - Present
Hercules Technology Growth Capital July 2010 - May 2011
Northeastern University's Huntington Management Consulting January 2010 - May 2011
Wellington Management January 2009 - June 2009
GE Capital January 2008 - July 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Finance/Accounting
Mohanty Gargiulo LLC May 2011 - Present
Hercules Technology Growth Capital July 2010 - May 2011
Northeastern University's Huntington Management Consulting January 2010 - May 2011
Wellington Management January 2009 - June 2009
GE Capital January 2008 - July 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Finance/Accounting
Kenny Bourdeau Kenny Bourdeau's Wellington Management Experience June 2012 - January 2013
Job Associate Consultant at MIDIOR Consulting
Industry Management Consulting
Experience
MIDIOR Consulting January 2015 - Present
Endeavour Partners August 2014 - November 2014
Plastiq September 2013 - August 2014
Wellington Management June 2012 - January 2013
Wellington Management June 2011 - June 2012
DynamicOps 2010 - 2010
Bourdeau's Lawn Care Service May 2005 - September 2009
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, Sales, Investments, PowerPoint, Public Speaking, Advertising, Marketing Strategy, Leadership
Education
Northeastern University 2010 — 2014
BS, Business Administration
Westford Academy 2006 — 2009
MIDIOR Consulting January 2015 - Present
Endeavour Partners August 2014 - November 2014
Plastiq September 2013 - August 2014
Wellington Management June 2012 - January 2013
Wellington Management June 2011 - June 2012
DynamicOps 2010 - 2010
Bourdeau's Lawn Care Service May 2005 - September 2009
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, Sales, Investments, PowerPoint, Public Speaking, Advertising, Marketing Strategy, Leadership
Education
Northeastern University 2010 — 2014
BS, Business Administration
Westford Academy 2006 — 2009
Brian Caron Brian Caron's Wellington Management Experience January 2008 - June 2008
Job Regulatory Analyst at Financial Industry Regulatory Authority
Industry Legal Services
Experience
Financial Industry Regulatory Authority March 2014 - Present
eGlobalTech May 2013 - February 2014
Tyler King Law September 2012 - May 2013
Columbus Community Legal Services January 2012 - May 2012
United States Postal Service - Office of Inspector General May 2010 - January 2012
Wellington Management January 2008 - June 2008
United States Department of Justice January 2007 - June 2007
Crowe, Paradis & Albren, LLP January 2006 - July 2006
Skills
Legal Research, Litigation, Courts, Legal Writing, Policy Analysis, Research, Westlaw, Due Diligence, Public Speaking, Editing, PowerPoint, Microsoft Excel, Private Equity, Securities Regulation, Policy, Legal Assistance, Legal Documents
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
J.D., Law
Northeastern University 2004 — 2008
B.S., Criminal Justice/Psychology
Shenendehowa High School
Financial Industry Regulatory Authority March 2014 - Present
eGlobalTech May 2013 - February 2014
Tyler King Law September 2012 - May 2013
Columbus Community Legal Services January 2012 - May 2012
United States Postal Service - Office of Inspector General May 2010 - January 2012
Wellington Management January 2008 - June 2008
United States Department of Justice January 2007 - June 2007
Crowe, Paradis & Albren, LLP January 2006 - July 2006
Skills
Legal Research, Litigation, Courts, Legal Writing, Policy Analysis, Research, Westlaw, Due Diligence, Public Speaking, Editing, PowerPoint, Microsoft Excel, Private Equity, Securities Regulation, Policy, Legal Assistance, Legal Documents
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
J.D., Law
Northeastern University 2004 — 2008
B.S., Criminal Justice/Psychology
Shenendehowa High School
John Saroufim John Saroufim's Wellington Management Experience January 2014 - Present
Job Systems Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management January 2014 - Present
Wellington Management March 2012 - January 2014
MathWorks January 2009 - June 2009
Sabra Restaurant January 2005 - 2009
Skills
Project Management, Leadership, Microsoft Office, IT Asset Management, OS X, Windows 7, SharePoint, Computer Hardware, Visio, Troubleshooting, SQL, Databases, Access, Active Directory, Windows Server, Lotus Notes, Windows XP
Education
Northeastern University 2015 — 2017
Master’s Degree, Leadership
Northeastern University 2007 — 2012
BS, Business Administration
Catholic Memorial School 2003 — 2007
High School Diploma
Wellington Management January 2014 - Present
Wellington Management March 2012 - January 2014
MathWorks January 2009 - June 2009
Sabra Restaurant January 2005 - 2009
Skills
Project Management, Leadership, Microsoft Office, IT Asset Management, OS X, Windows 7, SharePoint, Computer Hardware, Visio, Troubleshooting, SQL, Databases, Access, Active Directory, Windows Server, Lotus Notes, Windows XP
Education
Northeastern University 2015 — 2017
Master’s Degree, Leadership
Northeastern University 2007 — 2012
BS, Business Administration
Catholic Memorial School 2003 — 2007
High School Diploma
Krista Ferrante's Wellington Management Experience July 2006 - January 2007
Job Boston Area Attorney (Real Estate / Estate Planning / Probate)
Industry Legal Services
Experience
Killeen Law Office, LLC March 2012 - Present
Suffolk Guardianship Clinic November 2011 - March 2012
Beaver Country Day School, Inc. September 2011 - March 2012
Nash & Wecker, LLC May 2009 - May 2011
Suffolk County Family and Probate Court September 2010 - December 2010
Law Office of Kevin Donius, PC May 2010 - August 2010
Raytheon July 2007 - January 2008
Wellington Management July 2006 - January 2007
WilmerHale June 2005 - January 2006
Skills
Legal Research, Legal Writing, Document Drafting, Real Estate, Estate Planning, Guardianship, Estate Administration, Wills, Construction Law, Family Law, Contract Review, Purchase & Sale..., Buyer Representation, Seller Representation, Lexis, Westlaw, Courts
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
Northeastern University 2003 — 2008
BSBA, Management, Marketing, Criminal Justice, Magna Cum Laude
Killeen Law Office, LLC March 2012 - Present
Suffolk Guardianship Clinic November 2011 - March 2012
Beaver Country Day School, Inc. September 2011 - March 2012
Nash & Wecker, LLC May 2009 - May 2011
Suffolk County Family and Probate Court September 2010 - December 2010
Law Office of Kevin Donius, PC May 2010 - August 2010
Raytheon July 2007 - January 2008
Wellington Management July 2006 - January 2007
WilmerHale June 2005 - January 2006
Skills
Legal Research, Legal Writing, Document Drafting, Real Estate, Estate Planning, Guardianship, Estate Administration, Wills, Construction Law, Family Law, Contract Review, Purchase & Sale..., Buyer Representation, Seller Representation, Lexis, Westlaw, Courts
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
Northeastern University 2003 — 2008
BSBA, Management, Marketing, Criminal Justice, Magna Cum Laude
Jessica Katz Jessica Katz's Wellington Management Experience June 2011 - January 2012
Job Human Resources Assistant at Berkshire Partners
Industry Human Resources
Experience
Berkshire Partners June 2013 - Present
ZeroTurnaround January 2013 - May 2013
Keurig, Inc. July 2012 - December 2012
Wellington Management June 2011 - January 2012
EMD Serono June 2010 - December 2010
Harvey's Hardware March 2005 - June 2010
Stonehearth Pizza Company April 2007 - September 2007
Skills
Recruiting, Talent Management, Interviews, Time Management, College Recruiting, PeopleSoft, Onboarding, Talent Acquisition, Applicant Tracking..., Community Outreach, Human Resources
Education
Northeastern University 2008 — 2013
BS, Psychology, Business Administration
Berkshire Partners June 2013 - Present
ZeroTurnaround January 2013 - May 2013
Keurig, Inc. July 2012 - December 2012
Wellington Management June 2011 - January 2012
EMD Serono June 2010 - December 2010
Harvey's Hardware March 2005 - June 2010
Stonehearth Pizza Company April 2007 - September 2007
Skills
Recruiting, Talent Management, Interviews, Time Management, College Recruiting, PeopleSoft, Onboarding, Talent Acquisition, Applicant Tracking..., Community Outreach, Human Resources
Education
Northeastern University 2008 — 2013
BS, Psychology, Business Administration
Ashley Kotowski Ashley Kotowski's Wellington Management Experience June 2014 - Present
Job Treasury Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Wellington Management August 2012 - June 2014
Northeastern University September 2007 - May 2012
Wellington Management June 2011 - January 2012
Standish Mellon Asset Management January 2010 - June 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Blue Cross Blue Shield June 2008 - August 2008
Education
Northeastern University 2007 — 2012
Wellington Management June 2014 - Present
Wellington Management August 2012 - June 2014
Northeastern University September 2007 - May 2012
Wellington Management June 2011 - January 2012
Standish Mellon Asset Management January 2010 - June 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Blue Cross Blue Shield June 2008 - August 2008
Education
Northeastern University 2007 — 2012
Kate Zartarian Kate Zartarian's Wellington Management Experience July 2005 - December 2005
Job Director, Customer Success at Crimson Hexagon
Industry Computer Software
Experience
Crimson Hexagon June 2014 - Present
Evergage December 2013 - June 2014
demandDrive May 2013 - December 2013
Percussion Software October 2010 - December 2012
CFO Publishing Corp. July 2009 - May 2010
CFO Publishing Corp. April 2007 - July 2009
CFO Publishing Corp. July 2006 - April 2007
Wellington Management July 2005 - December 2005
Skills
Web Content Management, Content Management, Email Marketing, Social Media, Market Research, Analytics, Project Management, Voice of the Customer, Customer Retention, Customer Reference, Account Management, Customer Success, Enterprise Software, Research, Professional Services, Program Management, E-commerce, Customer Service, Marketing Automation, Online Marketing, Product Marketing, Competitive Analysis, Web 2.0, Customer Engagement
Education
Northeastern University 2001 — 2006
Bachelor of Science (B.S.), Business Administration (Finance + Marketing)
The Umbra Institute 2004 — 2004
Crimson Hexagon June 2014 - Present
Evergage December 2013 - June 2014
demandDrive May 2013 - December 2013
Percussion Software October 2010 - December 2012
CFO Publishing Corp. July 2009 - May 2010
CFO Publishing Corp. April 2007 - July 2009
CFO Publishing Corp. July 2006 - April 2007
Wellington Management July 2005 - December 2005
Skills
Web Content Management, Content Management, Email Marketing, Social Media, Market Research, Analytics, Project Management, Voice of the Customer, Customer Retention, Customer Reference, Account Management, Customer Success, Enterprise Software, Research, Professional Services, Program Management, E-commerce, Customer Service, Marketing Automation, Online Marketing, Product Marketing, Competitive Analysis, Web 2.0, Customer Engagement
Education
Northeastern University 2001 — 2006
Bachelor of Science (B.S.), Business Administration (Finance + Marketing)
The Umbra Institute 2004 — 2004
Ben Landsberg Ben Landsberg's Wellington Management Experience January 2007 - June 2007
Job Associate at Analysis Group
Industry Research
Experience
Analysis Group December 2014 - Present
Analysis Group July 2011 - December 2014
Analysis Group February 2010 - July 2011
Northeastern University September 2009 - January 2010
Analysis Group January 2008 - June 2008
Wellington Management January 2007 - June 2007
Newtonville Camera, Inc. June 2001 - December 2006
Education
Northeastern University 2005 — 2009
BS/MA, Economics (Major), Math (Minor)
Newton North High School 2001 — 2005
Analysis Group December 2014 - Present
Analysis Group July 2011 - December 2014
Analysis Group February 2010 - July 2011
Northeastern University September 2009 - January 2010
Analysis Group January 2008 - June 2008
Wellington Management January 2007 - June 2007
Newtonville Camera, Inc. June 2001 - December 2006
Education
Northeastern University 2005 — 2009
BS/MA, Economics (Major), Math (Minor)
Newton North High School 2001 — 2005
Lisa Karcich Lisa Karcich's Wellington Management Experience August 2014 - Present
Job Administrative Assistant at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2014 - Present
Boynton Insurance Agency January 2014 - August 2014
Initiative for a Competitive Inner City July 2011 - November 2013
Boynton Insurance Agency July 2010 - April 2011
NyOnlineRealty.com July 2009 - January 2010
American Diabetes Association May 2008 - August 2008
Skills
Data Analysis, Sales, Editing, Management, Social Media, Business Development, Marketing Strategy
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS)
Wellington Management August 2014 - Present
Boynton Insurance Agency January 2014 - August 2014
Initiative for a Competitive Inner City July 2011 - November 2013
Boynton Insurance Agency July 2010 - April 2011
NyOnlineRealty.com July 2009 - January 2010
American Diabetes Association May 2008 - August 2008
Skills
Data Analysis, Sales, Editing, Management, Social Media, Business Development, Marketing Strategy
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS)
Jacqueline Cahill Jacqueline Cahill's Wellington Management Experience July 2010 - January 2011
Job Associate Specialist at Eze Software Group
Industry Financial Services
Experience
Eze Software Group May 2015 - Present
Eze Software Group September 2013 - May 2015
LACAMBRA Bags S.L. April 2012 - August 2012
Wellington Management July 2010 - January 2011
Cohasset Sailing Club June 2005 - August 2009
Skills
Excel, Word, Wordpress, Microsoft Office, PowerPoint, Photoshop, Blogging, Spanish, Event Planning, Online Marketing, Social Media, Microsoft Excel, Facebook, Microsoft Word, Marketing, Social Media Marketing, Fixed Income, Prezi, Social Networking, SPSS, Finance, Microsoft PowerPoint
Education
Northeastern University 2008 — 2013
Bachelor of Science in International Business, Concentrations: Finance and Marketing, Minor: Spanish
Universidad Pontificia Comillas 2011 — 2013
ICADE E4 - International Business, Finance and Marketing
Cohasset High School 2004 — 2008
High School Diploma
Eze Software Group May 2015 - Present
Eze Software Group September 2013 - May 2015
LACAMBRA Bags S.L. April 2012 - August 2012
Wellington Management July 2010 - January 2011
Cohasset Sailing Club June 2005 - August 2009
Skills
Excel, Word, Wordpress, Microsoft Office, PowerPoint, Photoshop, Blogging, Spanish, Event Planning, Online Marketing, Social Media, Microsoft Excel, Facebook, Microsoft Word, Marketing, Social Media Marketing, Fixed Income, Prezi, Social Networking, SPSS, Finance, Microsoft PowerPoint
Education
Northeastern University 2008 — 2013
Bachelor of Science in International Business, Concentrations: Finance and Marketing, Minor: Spanish
Universidad Pontificia Comillas 2011 — 2013
ICADE E4 - International Business, Finance and Marketing
Cohasset High School 2004 — 2008
High School Diploma
Heather Hauck's Wellington Management Experience August 2007 - August 2008
Job Asst. Director, Assoc. Cooperative Education Faculty Finance Team Leader
Industry Higher Education
Experience
Northeastern University August 2008 - Present
Wellington Management August 2007 - August 2008
Northeastern University January 2006 - August 2008
Northeastern University August 2002 - January 2006
UBS September 1999 - August 2000
Education
Northeastern University
BSBA, MS Finance
University of Colorado Boulder
Northeastern University August 2008 - Present
Wellington Management August 2007 - August 2008
Northeastern University January 2006 - August 2008
Northeastern University August 2002 - January 2006
UBS September 1999 - August 2000
Education
Northeastern University
BSBA, MS Finance
University of Colorado Boulder
Justin Matathia's Wellington Management Experience May 2005 - January 2006
Job Land Surveyor at Feldman Land Surveyors
Industry Civil Engineering
Experience
Feldman Land Surveyors May 2007 - Present
WearGuard June 2006 - May 2007
Wellington Management May 2005 - January 2006
Skills
ALTA Surveys, AutoCAD, Boundary, Easements, GPS, Land Development, Legal Descriptions, Research, Subdivisions, Surveying
Education
Northeastern University 2001 — 2006
Finance and Marketing
Feldman Land Surveyors May 2007 - Present
WearGuard June 2006 - May 2007
Wellington Management May 2005 - January 2006
Skills
ALTA Surveys, AutoCAD, Boundary, Easements, GPS, Land Development, Legal Descriptions, Research, Subdivisions, Surveying
Education
Northeastern University 2001 — 2006
Finance and Marketing
Derek Salka's Wellington Management Experience 2000 - 2006
Job Systems Analyst at kForce Contracted to Blue Cross Blue Shield of Massachusetts
Industry Information Services
Experience
kForce Contracted to Blue Cross Blue Shield of Massachusetts March 2014 - Present
Modis Contracted to EGS Corporation Horsham, PA March 2014 - May 2014
Fidelity Investments August 2006 - June 2013
Wellington Management 2000 - 2006
Analogic Corp. March 1997 - January 2000
Skills
Testing, Microsoft SQL Server, VMware ESX, Data Center, Technical Support, System Deployment, Vendor Management, Management, Disaster Recovery, Asset Management, SQL, Integration, Windows Server, Windows 7, Troubleshooting
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
kForce Contracted to Blue Cross Blue Shield of Massachusetts March 2014 - Present
Modis Contracted to EGS Corporation Horsham, PA March 2014 - May 2014
Fidelity Investments August 2006 - June 2013
Wellington Management 2000 - 2006
Analogic Corp. March 1997 - January 2000
Skills
Testing, Microsoft SQL Server, VMware ESX, Data Center, Technical Support, System Deployment, Vendor Management, Management, Disaster Recovery, Asset Management, SQL, Integration, Windows Server, Windows 7, Troubleshooting
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
Kuni Kamiyama's Wellington Management Experience 2004 - 2005
Job AVP, Risk Management Performance & Investment Analytics at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
OppenheimerFunds April 2015 - Present
Cohen & Steers 2010 - April 2015
Legg Mason 2007 - 2010
MFS Investment Management 2005 - 2007
Wellington Management 2004 - 2005
Glen Rauch Securities 2002 - 2003
Education
Northeastern University 2003 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.9
The Johns Hopkins University 1994 — 1999
Bachelor of Arts (BA), 3.5
Joe Hewitt's Wellington Management Experience March 2007 - Present
Job Lead Systems Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2007 - Present
MFS Investment Management April 2000 - March 2007
Data2Logistics January 1998 - April 2000
Education
Northeastern University
Wellington Management March 2007 - Present
MFS Investment Management April 2000 - March 2007
Data2Logistics January 1998 - April 2000
Education
Northeastern University
Kelli Comb's Wellington Management Experience January 2009 - October 2009
Job Student at Northeastern University
Industry Financial Services
Experience
General Electric January 2010 - Present
Wellington Management January 2009 - October 2009
John Hancock January 2008 - August 2008
Education
Northeastern University 2006 — 2011
General Electric January 2010 - Present
Wellington Management January 2009 - October 2009
John Hancock January 2008 - August 2008
Education
Northeastern University 2006 — 2011
Conor Mangan's Wellington Management Experience Business AnalystWellington Management LLP2004 - 2008
Job Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management Business AnalystWellington Management LLP2004 - 2008
Deutsche Asset Management 2001 - 2004
Skills
Derivatives, Business Analysis, Equities, Fixed Income, Portfolio Management, Investments, Financial Services, Hedge Funds, Securities
Education
Northeastern University 2005 — 2008
MBA
University of Massachusetts, Amherst 1996 — 2000
BA, Finance
Wellington Management Business AnalystWellington Management LLP2004 - 2008
Deutsche Asset Management 2001 - 2004
Skills
Derivatives, Business Analysis, Equities, Fixed Income, Portfolio Management, Investments, Financial Services, Hedge Funds, Securities
Education
Northeastern University 2005 — 2008
MBA
University of Massachusetts, Amherst 1996 — 2000
BA, Finance
Bo Cook's Wellington Management Experience June 2010 - January 2011
Job Associate at Birch Hill Investment Advisors LLC
Industry Financial Services
Experience
Birch Hill Investment Advisors LLC July 2013 - Present
Brown Brothers Harriman June 2011 - July 2013
Wellington Management June 2010 - January 2011
Sappi Fine Paper June 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - January 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Data Analysis, Valuation, Asset Management, Mutual Funds, Microsoft Excel
Education
Northeastern University 2007 — 2011
BS, Finance and Accounting
Birch Hill Investment Advisors LLC July 2013 - Present
Brown Brothers Harriman June 2011 - July 2013
Wellington Management June 2010 - January 2011
Sappi Fine Paper June 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - January 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Data Analysis, Valuation, Asset Management, Mutual Funds, Microsoft Excel
Education
Northeastern University 2007 — 2011
BS, Finance and Accounting
Lori Bosi's Wellington Management Experience April 2004 - March 2007
Job Manager of Compliance at Western Asset Management
Industry Financial Services
Experience
Western Asset Management April 2007 - Present
Wellington Management April 2004 - March 2007
Western Asset Management September 2000 - March 2004
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Derivatives, Securities, Mutual Funds, Portfolio Management, Investment Management, Bonds, Hedge Funds
Education
Northeastern University 2006 — 2007
Candidate for MBA, Business Administration and Management, General
UCLA 2002 — 2003
Certificate, Database Management
Northeastern University 1990 — 1995
BA, Accounting
Western Asset Management April 2007 - Present
Wellington Management April 2004 - March 2007
Western Asset Management September 2000 - March 2004
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Derivatives, Securities, Mutual Funds, Portfolio Management, Investment Management, Bonds, Hedge Funds
Education
Northeastern University 2006 — 2007
Candidate for MBA, Business Administration and Management, General
UCLA 2002 — 2003
Certificate, Database Management
Northeastern University 1990 — 1995
BA, Accounting
Joseph Midolo's Wellington Management Experience January 2007 - May 2008
Job AVP, Business Support Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
Bank of America June 2013 - Present
Bank of America October 2011 - June 2013
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon May 2008 - June 2011
Wellington Management January 2007 - May 2008
John Hancock January 2006 - August 2006
IXIS Asset Management January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, Asset Managment, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Derivatives, Mortgage Servicing, AS400 system, Equator, SharePoint Designer, Microsoft Excel, Reporting & Analysis, Ad Hoc Reporting, Financial Services, Banking, Business Analysis, Process Improvement, Risk Management, Management, Relationship Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science in Business Administration, Finance, Marketing
Katie Vachon, CPA's Wellington Management Experience July 2006 - January 2007
Job Manager at LMGW Certified Public Accountants LLP
Industry Accounting
Experience
LMGW CPA's LLP November 2010 - Present
Vocker Kristofferson and Co. October 2008 - October 2010
RINET Company, LLC July 2007 - April 2008
Wellington Management July 2006 - January 2007
Manulife Financial July 2005 - December 2005
Skills
Financial Statements, QuickBooks, Account Reconciliation, Auditing, Accounting, Tax, Financial Analysis, Income Tax, General Ledger, Tax Preparation
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Management
Dover High School 1999 — 2003
High School
LMGW CPA's LLP November 2010 - Present
Vocker Kristofferson and Co. October 2008 - October 2010
RINET Company, LLC July 2007 - April 2008
Wellington Management July 2006 - January 2007
Manulife Financial July 2005 - December 2005
Skills
Financial Statements, QuickBooks, Account Reconciliation, Auditing, Accounting, Tax, Financial Analysis, Income Tax, General Ledger, Tax Preparation
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Management
Dover High School 1999 — 2003
High School
Eileen Lacey-Trahan, ARM, AIS's Wellington Management Experience 1998 - 2005
Job Technical Product Manager at Wolters Kluwer Financial Services
Industry Insurance
Experience
Wolters Kluwer Financial Services June 2007 - Present
Wellington Management 1998 - 2005
Baring Asset Management 1990 - 1998
Skills
Business Analysis
Education
Northeastern University
B.S., Finance
Insurance Institute of America
ARM, AIS
Wolters Kluwer Financial Services June 2007 - Present
Wellington Management 1998 - 2005
Baring Asset Management 1990 - 1998
Skills
Business Analysis
Education
Northeastern University
B.S., Finance
Insurance Institute of America
ARM, AIS
Lauretta Kennedy's Wellington Management Experience June 2010 - September 2010
Job Portfolio Assistant at Armature Capital Management
Industry Banking
Experience
Armature Capital Management, LLC July 2012 - Present
Merrill Lynch March 2011 - June 2012
Bain & Company October 2010 - February 2011
Wellington Management June 2010 - September 2010
Talay Restaurant June 2008 - June 2009
Skills
Event Planning, Event Management, Catering, Customer Service, Microsoft Office, Menu Development, Food & Beverage, Hospitality, PowerPoint, Restaurants, Microsoft Excel, Bloomberg, Market Research, Budgets, Sales, Microsoft Word, Management, Outlook, Research, Project Management, Portfolio Management, Editing, Photoshop, Trading
Education
Northeastern University 2002 — 2007
Bachelor of Science (B.S.), Biology, Pre-Med
Armature Capital Management, LLC July 2012 - Present
Merrill Lynch March 2011 - June 2012
Bain & Company October 2010 - February 2011
Wellington Management June 2010 - September 2010
Talay Restaurant June 2008 - June 2009
Skills
Event Planning, Event Management, Catering, Customer Service, Microsoft Office, Menu Development, Food & Beverage, Hospitality, PowerPoint, Restaurants, Microsoft Excel, Bloomberg, Market Research, Budgets, Sales, Microsoft Word, Management, Outlook, Research, Project Management, Portfolio Management, Editing, Photoshop, Trading
Education
Northeastern University 2002 — 2007
Bachelor of Science (B.S.), Biology, Pre-Med
Heather (Kriscenski) Rhea's Wellington Management Experience January 2007 - August 2007
Job Assistant Attorney General at Texas Attorney General
Industry Law Practice
Experience
Texas Attorney General May 2014 - Present
Lorenz & Lorenz, LLP June 2013 - April 2014
State of Connecticut Public Defenders September 2011 - July 2012
United States Army JAG Corps June 2011 - August 2011
Independent Attorney May 2011 - May 2011
Columbus Community Legal Services, General Practice Clinic January 2011 - May 2011
The Honorable Dominic J. Squatrito, District Court of the US for the District of CT May 2010 - August 2010
French Connection October 2008 - June 2009
Robeco Investment Management July 2008 - December 2008
Wellington Management January 2007 - August 2007
Skills
Legal Research, Research, Microsoft Excel, Microsoft Word, International Relations, Motions, Editing, Microsoft Office, Human Resources, Legal Issues, PowerPoint, Corporate Law, Government, Fundraising, Civil Litigation, Management, Legal Writing, Accounting, Criminal Law, Contract Negotiation, Litigation, Policy, Trials, Employment Law, Legal Assistance, Westlaw, Outlook, Hearings, Policy Analysis, French, Negotiation, Courts, Social Media, Nonprofits, Securities Regulation, Public Policy, Lexis
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
JD, Law
Northeastern University 2005 — 2009
BSBA, Finance
Bristol Eastern High School 2001 — 2005
HS Diploma, College Prep
Texas Attorney General May 2014 - Present
Lorenz & Lorenz, LLP June 2013 - April 2014
State of Connecticut Public Defenders September 2011 - July 2012
United States Army JAG Corps June 2011 - August 2011
Independent Attorney May 2011 - May 2011
Columbus Community Legal Services, General Practice Clinic January 2011 - May 2011
The Honorable Dominic J. Squatrito, District Court of the US for the District of CT May 2010 - August 2010
French Connection October 2008 - June 2009
Robeco Investment Management July 2008 - December 2008
Wellington Management January 2007 - August 2007
Skills
Legal Research, Research, Microsoft Excel, Microsoft Word, International Relations, Motions, Editing, Microsoft Office, Human Resources, Legal Issues, PowerPoint, Corporate Law, Government, Fundraising, Civil Litigation, Management, Legal Writing, Accounting, Criminal Law, Contract Negotiation, Litigation, Policy, Trials, Employment Law, Legal Assistance, Westlaw, Outlook, Hearings, Policy Analysis, French, Negotiation, Courts, Social Media, Nonprofits, Securities Regulation, Public Policy, Lexis
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
JD, Law
Northeastern University 2005 — 2009
BSBA, Finance
Bristol Eastern High School 2001 — 2005
HS Diploma, College Prep
Jared Yee's Wellington Management Experience 2007 - 2007
Job Senior Specialist at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual August 2009 - January 2014
Goldman Sachs Asset Management 2008 - 2008
Wellington Management 2007 - 2007
Procter & Gamble 2006 - 2006
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Analysis, PowerPoint, Microsoft Office, Insurance, Business Analysis, Outlook, Process Improvement, Microsoft Word, Customer Service, Business Process...
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance & Investments
Northeastern University 2004 — 2009
Bachelor's Degree, Finance, General, 3.62
Liberty Mutual August 2009 - January 2014
Goldman Sachs Asset Management 2008 - 2008
Wellington Management 2007 - 2007
Procter & Gamble 2006 - 2006
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Analysis, PowerPoint, Microsoft Office, Insurance, Business Analysis, Outlook, Process Improvement, Microsoft Word, Customer Service, Business Process...
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance & Investments
Northeastern University 2004 — 2009
Bachelor's Degree, Finance, General, 3.62
Antonio Toirac's Wellington Management Experience September 2001 - January 2008
Job Senior Vice President, International Equities Sales & Trading at IFS Securities
Industry Financial Services
Experience
IFS Securities June 2014 - Present
Cabrera Capital Markets, LLC January 2008 - June 2014
Wellington Management September 2001 - January 2008
Evergreen Wealth Management LLC January 1996 - September 2001
Skills
Equity Trading, Bloomberg, Series 7, Equities, Capital Markets, CFA Level III Candidate, Securities, Trading Systems, International Trade, Series 63, Series 6, series 24, Chartered Market..., Options, FX trading, FX Options, Fixed Income, FINRA, Trading, Investments, Investment Management, Electronic Trading, Hedge Funds, Foreign Exchange, Alternative Investments
Education
Northeastern University 1985 — 1990
Bachelor of Science - Business Administration, Co-Op Program
Longmeadow High School 1981 — 1985
IFS Securities June 2014 - Present
Cabrera Capital Markets, LLC January 2008 - June 2014
Wellington Management September 2001 - January 2008
Evergreen Wealth Management LLC January 1996 - September 2001
Skills
Equity Trading, Bloomberg, Series 7, Equities, Capital Markets, CFA Level III Candidate, Securities, Trading Systems, International Trade, Series 63, Series 6, series 24, Chartered Market..., Options, FX trading, FX Options, Fixed Income, FINRA, Trading, Investments, Investment Management, Electronic Trading, Hedge Funds, Foreign Exchange, Alternative Investments
Education
Northeastern University 1985 — 1990
Bachelor of Science - Business Administration, Co-Op Program
Longmeadow High School 1981 — 1985
Jesse Brady's Wellington Management Experience July 2010 - May 2013
Job Vice President of Operations at Vaucluse Partners
Industry Investment Management
Experience
Vaucluse Partners March 2015 - Present
athenahealth June 2013 - March 2015
Wellington Management July 2010 - May 2013
Northeastern University September 2005 - May 2010
Novartis Vaccines and Diagnostics 2010 - 2010
John Hancock January 2009 - June 2009
EMC January 2008 - June 2008
John Hancock January 2007 - June 2007
Skills
Microsoft Office, Data Analysis, Access, SQL, Analysis, Bloomberg, Business Analysis, Microsoft Excel, HTML, Visio, PowerPoint, Microsoft Word, Project Management, SharePoint, Research, Outlook, SDLC, Financial Analysis, Oracle, Business Objects, Software Documentation, Java, Databases
Education
Northeastern University 2005 — 2010
Bachelor of Science, Management Information Systems, Finance
Vaucluse Partners March 2015 - Present
athenahealth June 2013 - March 2015
Wellington Management July 2010 - May 2013
Northeastern University September 2005 - May 2010
Novartis Vaccines and Diagnostics 2010 - 2010
John Hancock January 2009 - June 2009
EMC January 2008 - June 2008
John Hancock January 2007 - June 2007
Skills
Microsoft Office, Data Analysis, Access, SQL, Analysis, Bloomberg, Business Analysis, Microsoft Excel, HTML, Visio, PowerPoint, Microsoft Word, Project Management, SharePoint, Research, Outlook, SDLC, Financial Analysis, Oracle, Business Objects, Software Documentation, Java, Databases
Education
Northeastern University 2005 — 2010
Bachelor of Science, Management Information Systems, Finance
Jessica Manrique's Wellington Management Experience February 2011 - June 2014
Job Senior RFP Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2014 - Present
Wellington Management February 2011 - June 2014
Wellington Management August 2009 - February 2011
Liberty Mutual Insurance March 2008 - August 2009
Skills
Financial Analysis, Investments, Business Analysis, Mutual Funds, Financial Services, Insurance, Asset Managment, Finance, Microsoft Excel, Corporate Finance, Relationship Management, Equities, Asset Management, Management, Fixed Income, Valuation, Bloomberg
Education
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, International Business and Marketing, Cum Laude
Universidad Pontificia Comillas 2003 — 2004
International Business - Year Abroad
Milton Hershey School 1992 — 2001
Eaton Vance June 2014 - Present
Wellington Management February 2011 - June 2014
Wellington Management August 2009 - February 2011
Liberty Mutual Insurance March 2008 - August 2009
Skills
Financial Analysis, Investments, Business Analysis, Mutual Funds, Financial Services, Insurance, Asset Managment, Finance, Microsoft Excel, Corporate Finance, Relationship Management, Equities, Asset Management, Management, Fixed Income, Valuation, Bloomberg
Education
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, International Business and Marketing, Cum Laude
Universidad Pontificia Comillas 2003 — 2004
International Business - Year Abroad
Milton Hershey School 1992 — 2001
Jyothi Peri's Wellington Management Experience July 2005 - May 2009
Job
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Merkle Inc November 2009 - August 2011
Wellington Management July 2005 - May 2009
Fidelity Investments November 2003 - July 2005
Teradyne February 1999 - October 2003
Epsilon 1999 - 1999
Skills
Business Analysis, Oracle, Process Improvement
Education
Northeastern University 1997 — 1999
Masters, Information Systems
Fidelity Investments August 2011 - Present
Merkle Inc November 2009 - August 2011
Wellington Management July 2005 - May 2009
Fidelity Investments November 2003 - July 2005
Teradyne February 1999 - October 2003
Epsilon 1999 - 1999
Skills
Business Analysis, Oracle, Process Improvement
Education
Northeastern University 1997 — 1999
Masters, Information Systems
Dan Cahill's Wellington Management Experience June 2014 - Present
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Wellington Management February 2013 - June 2014
Permal July 2012 - February 2013
Goldman Sachs Asset Management September 2009 - July 2012
Skills
Series 7, Series 63, Securities, Bloomberg, Alternative Investments
Education
Northeastern University 2004 — 2009
BS, College of Criminal Justice
Wellington Management June 2014 - Present
Wellington Management February 2013 - June 2014
Permal July 2012 - February 2013
Goldman Sachs Asset Management September 2009 - July 2012
Skills
Series 7, Series 63, Securities, Bloomberg, Alternative Investments
Education
Northeastern University 2004 — 2009
BS, College of Criminal Justice
Christopher Goff's Wellington Management Experience July 2009 - January 2010
Job Associate at CDG Group
Industry Financial Services
Experience
CDG Group January 2014 - Present
CDG Group June 2012 - December 2013
UBS Investment Bank May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
Wellington Management July 2009 - January 2010
Wellington Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Capital IQ, Credit Analysis, Financial Modeling, Investments, Risk Management
Education
Northeastern University 2006 — 2011
BS, Finance, Accounting
CDG Group January 2014 - Present
CDG Group June 2012 - December 2013
UBS Investment Bank May 2011 - June 2012
UBS Investment Bank July 2010 - December 2010
Wellington Management July 2009 - January 2010
Wellington Management June 2008 - January 2009
Skills
Bloomberg, Financial Analysis, Capital IQ, Credit Analysis, Financial Modeling, Investments, Risk Management
Education
Northeastern University 2006 — 2011
BS, Finance, Accounting
Gary Chaisson's Wellington Management Experience December 2014 - Present
Job Assistant Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management December 2014 - Present
Wellington Management September 2012 - December 2014
Wellington Management 2004 - September 2012
Wellington Management February 2000 - 2004
Investors Bank and Trust Company 1995 - 2000
Skills
Investment Management, Investments, Mutual Funds, Operational Risk..., Portfolio Management, Trading Systems, Securities, Valuation, Asset Allocation, Asset Management
Education
Northeastern University 2003 — 2005
Master of Science, Finance
Stonehill College 1991 — 1995
Bachelor of Arts, Mathematics
Wellington Management December 2014 - Present
Wellington Management September 2012 - December 2014
Wellington Management 2004 - September 2012
Wellington Management February 2000 - 2004
Investors Bank and Trust Company 1995 - 2000
Skills
Investment Management, Investments, Mutual Funds, Operational Risk..., Portfolio Management, Trading Systems, Securities, Valuation, Asset Allocation, Asset Management
Education
Northeastern University 2003 — 2005
Master of Science, Finance
Stonehill College 1991 — 1995
Bachelor of Arts, Mathematics
Katherine McGill's Wellington Management Experience April 2011 - August 2013
Job Police Officer at San Diego Police Department
Industry Law Enforcement
Experience
San Diego Police Department April 2014 - Present
San Diego Police Department September 2013 - April 2014
Wellington Management April 2011 - August 2013
Thorbahn Associates November 2008 - March 2011
Skills
Microsoft Excel, Benefits Administration, Event Management, Fundraising, Human Resources, Outlook, PowerPoint, Microsoft Office, Work Ethic, Insurance, Organization, Event Planning, Customer Service, Recruiting
Education
Northeastern University 2012 — 2013
Masters of Global Studies & International Affairs
Providence College 2004 — 2008
BS, Management & Spanish
San Diego Police Department April 2014 - Present
San Diego Police Department September 2013 - April 2014
Wellington Management April 2011 - August 2013
Thorbahn Associates November 2008 - March 2011
Skills
Microsoft Excel, Benefits Administration, Event Management, Fundraising, Human Resources, Outlook, PowerPoint, Microsoft Office, Work Ethic, Insurance, Organization, Event Planning, Customer Service, Recruiting
Education
Northeastern University 2012 — 2013
Masters of Global Studies & International Affairs
Providence College 2004 — 2008
BS, Management & Spanish
Dan Bergelson's Wellington Management Experience July 2012 - December 2012
Job Equity Research Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Piper Jaffray July 2013 - December 2013
Wellington Management July 2012 - December 2012
Starbucks November 2010 - May 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Access, Outlook, Investment Banking
Education
Northeastern University 2011 — 2015
Business Administration, Finance
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Piper Jaffray July 2013 - December 2013
Wellington Management July 2012 - December 2012
Starbucks November 2010 - May 2011
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Access, Outlook, Investment Banking
Education
Northeastern University 2011 — 2015
Business Administration, Finance
Mallory Brown's Wellington Management Experience January 2011 - July 2011
Job Financial Analyst, Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson June 2015 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson June 2014 - May 2015
Johnson & Johnson January 2013 - May 2014
Goldman Sachs January 2012 - July 2012
Northeastern University August 2009 - December 2011
Wellington Management January 2011 - July 2011
Northeastern University 2010 - 2011
Sappi December 2009 - July 2010
Skills
Bloomberg, Financial Analysis, Data Analysis, Access, Microsoft Excel, Financial Reporting, Corporate Finance, Pricing, Equities, Analysis, Bloomberg Terminal, Fixed Income, Research, Public Speaking, Finance, Leadership, Accounting, Management, Budgets, Competitive Analysis
Education
Northeastern University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Johnson & Johnson June 2015 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson June 2014 - May 2015
Johnson & Johnson January 2013 - May 2014
Goldman Sachs January 2012 - July 2012
Northeastern University August 2009 - December 2011
Wellington Management January 2011 - July 2011
Northeastern University 2010 - 2011
Sappi December 2009 - July 2010
Skills
Bloomberg, Financial Analysis, Data Analysis, Access, Microsoft Excel, Financial Reporting, Corporate Finance, Pricing, Equities, Analysis, Bloomberg Terminal, Fixed Income, Research, Public Speaking, Finance, Leadership, Accounting, Management, Budgets, Competitive Analysis
Education
Northeastern University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Chrisoula Murphy's Wellington Management Experience August 2005 - November 2006
Job Human Resources at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management August 2010 - Present
Pegasystems March 2008 - August 2010
Natixis Global Associates International November 2006 - February 2008
Wellington Management August 2005 - November 2006
Skills
Onboarding, Human Resources, Talent Acquisition, Customer Service, Personnel Management, Applicant Tracking...
Education
Northeastern University 1999 — 2004
Bachelors, Finance and Marketing
Acadian Asset Management August 2010 - Present
Pegasystems March 2008 - August 2010
Natixis Global Associates International November 2006 - February 2008
Wellington Management August 2005 - November 2006
Skills
Onboarding, Human Resources, Talent Acquisition, Customer Service, Personnel Management, Applicant Tracking...
Education
Northeastern University 1999 — 2004
Bachelors, Finance and Marketing
Ashley Huiberts's Wellington Management Experience January 2007 - June 2007
Job Director of Operations at Tamares Real Estate Holdings
Industry Investment Management
Experience
Tamares Real Estate Holdings October 2012 - Present
Tamares Group February 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) July 2008 - March 2009
Wellington Management January 2007 - June 2007
EF Educational Tours January 2006 - December 2006
Skills
Microsoft Excel, Event Planning, PowerPoint, Social Media, Marketing, Social Media Marketing, Public Speaking, Event Management, Facebook
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration, Marketing and Management
Tamares Real Estate Holdings October 2012 - Present
Tamares Group February 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) July 2008 - March 2009
Wellington Management January 2007 - June 2007
EF Educational Tours January 2006 - December 2006
Skills
Microsoft Excel, Event Planning, PowerPoint, Social Media, Marketing, Social Media Marketing, Public Speaking, Event Management, Facebook
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration, Marketing and Management
Bradley Blaisdell's Wellington Management Experience January 2014 - Present
Job Trade Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2014 - Present
Wellington Management May 2010 - December 2013
Wellington Management January 2009 - July 2009
Wellington Management January 2008 - July 2008
Putnam Investments January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Business Administration, Finance / Accounting
Wellington Management January 2014 - Present
Wellington Management May 2010 - December 2013
Wellington Management January 2009 - July 2009
Wellington Management January 2008 - July 2008
Putnam Investments January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Business Administration, Finance / Accounting
Emeka Amaizu's Wellington Management Experience April 2013 - Present
Job Wellington Management, LLP
Industry Investment Management
Experience
Wellington Management April 2013 - Present
State Street Corporation September 2010 - July 2012
Columbus Advisors Group July 2009 - June 2010
Portfolio Research June 2008 - December 2008
Education
Northeastern University 2006 — 2010
Economics
Northeastern University
BS Degree, Economics
Wellington Management April 2013 - Present
State Street Corporation September 2010 - July 2012
Columbus Advisors Group July 2009 - June 2010
Portfolio Research June 2008 - December 2008
Education
Northeastern University 2006 — 2010
Economics
Northeastern University
BS Degree, Economics
Kristin Federline's Wellington Management Experience September 2011 - January 2015
Job The Baupost Group
Industry Financial Services
Experience
The Baupost Group January 2015 - Present
Wellington Management September 2011 - January 2015
Brown Brothers Harriman July 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Procter & Gamble July 2008 - December 2008
Education
Northeastern University 2006 — 2011
The Baupost Group January 2015 - Present
Wellington Management September 2011 - January 2015
Brown Brothers Harriman July 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Procter & Gamble July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Jeannine Hobbs's Wellington Management Experience 1999 - 2010
Job Administrative Assistant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
Comforce Staffing Services September 2011 - October 2013
Wellington Management 1999 - 2010
BankBoston August 1985 - August 1998
Skills
Access
Education
Northeastern University 1992 — 1996
BS, Management
State Street Global Advisors November 2013 - Present
Comforce Staffing Services September 2011 - October 2013
Wellington Management 1999 - 2010
BankBoston August 1985 - August 1998
Skills
Access
Education
Northeastern University 1992 — 1996
BS, Management
Jacklyn Wallace's Wellington Management Experience June 2011 - January 2012
Job Practice Development Assistant at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP July 2014 - Present
Hercules Technology Growth Capital July 2013 - December 2013
Goldman Sachs Agency Lending June 2012 - January 2013
Wellington Management June 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Management Due Diligence, Industry Research, Financial Analysis, Financial Reporting, Financial Statement..., Analysis, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Marketing
Farmington High School 2005 — 2009
Ropes & Gray LLP July 2014 - Present
Hercules Technology Growth Capital July 2013 - December 2013
Goldman Sachs Agency Lending June 2012 - January 2013
Wellington Management June 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Management Due Diligence, Industry Research, Financial Analysis, Financial Reporting, Financial Statement..., Analysis, Investments
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Dual Concentration in Finance and Marketing
Farmington High School 2005 — 2009
Daria Bolotnikova's Wellington Management Experience July 2012 - December 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Wellington Management July 2012 - December 2012
State Street July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Investments, Microsoft Excel, Industry Research, Equity Research, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock July 2013 - Present
Wellington Management July 2012 - December 2012
State Street July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Investments, Microsoft Excel, Industry Research, Equity Research, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Vega's Wellington Management Experience January 2009 - August 2009
Job Professional Athlete
Industry Sports
Experience
Toronto Argonauts Football Club June 2015 - Present
Winnipeg Blue Bombers December 2013 - April 2015
Dallas Cowboys August 2013 - November 2013
New England Patriots February 2013 - August 2013
Winnipeg Blue Bombers June 2011 - February 2013
Northeastern University November 2010 - May 2011
LAZ Parking April 2006 - May 2011
Wellington Management January 2009 - August 2009
Skills
Microsoft Office, Customer Service, Coaching, Marketing, Microsoft Excel, Public Speaking, Sales, Social Media, Event Planning, Event Management, Sports, Social Networking, Fundraising, Leadership, Time Management
Education
Northeastern University 2005 — 2010
Bachelor's degree, Criminal Justice
Toronto Argonauts Football Club June 2015 - Present
Winnipeg Blue Bombers December 2013 - April 2015
Dallas Cowboys August 2013 - November 2013
New England Patriots February 2013 - August 2013
Winnipeg Blue Bombers June 2011 - February 2013
Northeastern University November 2010 - May 2011
LAZ Parking April 2006 - May 2011
Wellington Management January 2009 - August 2009
Skills
Microsoft Office, Customer Service, Coaching, Marketing, Microsoft Excel, Public Speaking, Sales, Social Media, Event Planning, Event Management, Sports, Social Networking, Fundraising, Leadership, Time Management
Education
Northeastern University 2005 — 2010
Bachelor's degree, Criminal Justice
Beverly Paino's Wellington Management Experience March 2004 - December 2004
Job Business Analyst in Financial Services
Industry Financial Services
Experience
Omgeo October 2010 - July 2014
State Street August 2008 - April 2010
Fidelity Investments January 2007 - July 2008
Bank of America October 2006 - December 2006
State Street March 2005 - October 2006
Wellington Management March 2004 - December 2004
Columbia Management May 2001 - January 2004
Wellington Management February 2001 - May 2001
Putnam Investments March 1999 - December 2000
CheckFree Investment Services July 1997 - August 1998
Skills
Business Analysis, Fixed Income, SDLC, Equities, Investments, Business Requirements, Mutual Funds, Portfolio Management
Education
Northeastern University 1978 — 1983
BS, Finance
Omgeo October 2010 - July 2014
State Street August 2008 - April 2010
Fidelity Investments January 2007 - July 2008
Bank of America October 2006 - December 2006
State Street March 2005 - October 2006
Wellington Management March 2004 - December 2004
Columbia Management May 2001 - January 2004
Wellington Management February 2001 - May 2001
Putnam Investments March 1999 - December 2000
CheckFree Investment Services July 1997 - August 1998
Skills
Business Analysis, Fixed Income, SDLC, Equities, Investments, Business Requirements, Mutual Funds, Portfolio Management
Education
Northeastern University 1978 — 1983
BS, Finance
Courtney Yablecki's Wellington Management Experience January 2011 - June 2011
Job Underwriting Senior Associate at Cigna
Industry Insurance
Experience
Cigna June 2013 - Present
Wellington Management January 2011 - June 2011
EF Education First September 2010 - December 2010
Liberty Mutual Group January 2010 - July 2010
Skills
PowerPoint, Microsoft Office
Education
Northeastern University 2008 — 2012
Bachelors of Science, Business-Management
Cigna June 2013 - Present
Wellington Management January 2011 - June 2011
EF Education First September 2010 - December 2010
Liberty Mutual Group January 2010 - July 2010
Skills
PowerPoint, Microsoft Office
Education
Northeastern University 2008 — 2012
Bachelors of Science, Business-Management
Julie Downing Monteiro's Wellington Management Experience January 2005 - September 2005
Job Senior Financial Analyst Dunkin' Donuts Advertising Fund/Marketing
Industry Financial Services
Experience
Dunkin' Brands July 2013 - Present
Dunkin' Brands November 2012 - July 2013
Dunkin' Brands December 2010 - December 2012
PricewaterhouseCoopers September 2006 - November 2010
Wellington Management January 2005 - September 2005
Fidelity Investments January 2004 - June 2004
Skills
Financial Analysis, Essbase, Auditing, Accounting, Financial Reporting, Variance Analysis, Corporate Finance, Asset Managment, Finance, Financial Statement..., Hyperion Planning, Cash Flow Forecasting, Microsoft Excel, Forecasting, US GAAP, Financial Statements, Financial Services, GAAP, Investments, Cash Flow, Assurance, Payroll, Analysis, Internal Controls
Education
Northeastern University 2001 — 2006
BSBA, Finance and Accounting
Winnacunnet
Dunkin' Brands July 2013 - Present
Dunkin' Brands November 2012 - July 2013
Dunkin' Brands December 2010 - December 2012
PricewaterhouseCoopers September 2006 - November 2010
Wellington Management January 2005 - September 2005
Fidelity Investments January 2004 - June 2004
Skills
Financial Analysis, Essbase, Auditing, Accounting, Financial Reporting, Variance Analysis, Corporate Finance, Asset Managment, Finance, Financial Statement..., Hyperion Planning, Cash Flow Forecasting, Microsoft Excel, Forecasting, US GAAP, Financial Statements, Financial Services, GAAP, Investments, Cash Flow, Assurance, Payroll, Analysis, Internal Controls
Education
Northeastern University 2001 — 2006
BSBA, Finance and Accounting
Winnacunnet
Christine Sanon's Wellington Management Experience 2006 - 2013
Job at Arbella
Industry Insurance
Experience
Wellington Management 2006 - 2013
Bowditch & Dewey, LLP 2004 - 2006
Skills
Bloomberg
Education
Northeastern University 2008 — 2012
Graduate, Global Studies
Salve Regina University 1999 — 2003
Bachelors, Administration of Justice
Wellington Management 2006 - 2013
Bowditch & Dewey, LLP 2004 - 2006
Skills
Bloomberg
Education
Northeastern University 2008 — 2012
Graduate, Global Studies
Salve Regina University 1999 — 2003
Bachelors, Administration of Justice
Daniel Papaleo's Wellington Management Experience January 2014 - June 2014
Job Buyer at C&S Wholesale Grocers
Industry Logistics and Supply Chain
Experience
C&S Wholesale Grocers June 2015 - Present
Enfield Tennis Club May 2009 - August 2014
Wellington Management January 2014 - June 2014
C&S Wholesale Grocers January 2013 - July 2013
Wayfair January 2012 - June 2012
Ocean Beach Club May 2007 - August 2008
Skills
Inventory Management, Facebook, Customer Service, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Supply Chain, Data Analysis, Access, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Management and Supply Chain Management
C&S Wholesale Grocers June 2015 - Present
Enfield Tennis Club May 2009 - August 2014
Wellington Management January 2014 - June 2014
C&S Wholesale Grocers January 2013 - July 2013
Wayfair January 2012 - June 2012
Ocean Beach Club May 2007 - August 2008
Skills
Inventory Management, Facebook, Customer Service, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Supply Chain, Data Analysis, Access, Leadership
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Management and Supply Chain Management
Jennifer Catanzaro's Wellington Management Experience January 2003 - January 2006
Job Manager of Analytics and MI Incentives at HSBC
Industry Financial Services
Experience
HSBC August 2008 - Present
Citi January 2006 - July 2008
Wellington Management January 2003 - January 2006
Investors Bank & Trust August 1999 - December 2002
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Finance, Financial Modeling, Data Analysis, Risk Management, Forecasting, Analysis, Fixed Income, Equities, Credit Risk, Business Analysis, Process Improvement, Financial Risk, Bloomberg, Analytics, Valuation, Strategic Financial...
Education
Northeastern University 2000 — 2002
Masters, Finance
SUNY Geneseo 1995 — 1999
Bachelors, Accounting
HSBC August 2008 - Present
Citi January 2006 - July 2008
Wellington Management January 2003 - January 2006
Investors Bank & Trust August 1999 - December 2002
Skills
Financial Analysis, Portfolio Management, Banking, Investments, Finance, Financial Modeling, Data Analysis, Risk Management, Forecasting, Analysis, Fixed Income, Equities, Credit Risk, Business Analysis, Process Improvement, Financial Risk, Bloomberg, Analytics, Valuation, Strategic Financial...
Education
Northeastern University 2000 — 2002
Masters, Finance
SUNY Geneseo 1995 — 1999
Bachelors, Accounting
Jennifer Tullo Crossman's Wellington Management Experience June 2004 - December 2004
Job Associate Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2008 - Present
New York Life Insurance Company June 2006 - April 2008
Goldman Sachs June 2005 - December 2005
Wellington Management June 2004 - December 2004
Skills
Asset Managment, Equities, Finance, Fixed Income, Management, Portfolio Management, Securities, Asset Management
Education
Northeastern University 2002 — 2006
Bachelor of Science, Finance & Management
AllianceBernstein April 2008 - Present
New York Life Insurance Company June 2006 - April 2008
Goldman Sachs June 2005 - December 2005
Wellington Management June 2004 - December 2004
Skills
Asset Managment, Equities, Finance, Fixed Income, Management, Portfolio Management, Securities, Asset Management
Education
Northeastern University 2002 — 2006
Bachelor of Science, Finance & Management
Brendan Keevan's Wellington Management Experience January 2014 - July 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Valens Securities January 2015 - July 2015
Wellington Management January 2014 - July 2014
ICR June 2013 - August 2013
Eze Software Group January 2013 - June 2013
Brattle Book Shop January 2012 - September 2012
University Archives June 2010 - December 2011
Skills
Microsoft Office, Twitter, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Access, Finance, Research, Outlook, Social Media, Bloomberg
Education
Northeastern University 2011 — 2016
Bachelor of Business, Finance and Economics
Wilton High School 2007 — 2011
High School Diploma, N/A
Valens Securities January 2015 - July 2015
Wellington Management January 2014 - July 2014
ICR June 2013 - August 2013
Eze Software Group January 2013 - June 2013
Brattle Book Shop January 2012 - September 2012
University Archives June 2010 - December 2011
Skills
Microsoft Office, Twitter, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Access, Finance, Research, Outlook, Social Media, Bloomberg
Education
Northeastern University 2011 — 2016
Bachelor of Business, Finance and Economics
Wilton High School 2007 — 2011
High School Diploma, N/A
Kelly Chevrier's Wellington Management Experience June 2011 - January 2012
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management June 2011 - January 2012
Vim' Gestion May 2010 - August 2010
AREVA T&D July 2009 - December 2009
Vim' Gestion February 2009 - June 2009
Agence Laforet Immobilier May 2008 - August 2008
Skills
Attention To Detail, Highly Adaptable, Fast Learner, Time Management
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree, Business Administration, Accounting and Finance
CEFAM - French-American School of Business 2007 — 2012
Bachelor of Science Degree, Business Administration, Finance, Management and Accounting
Lycée Charlie Chaplin 2004 — 2007
Wellington Management June 2011 - January 2012
Vim' Gestion May 2010 - August 2010
AREVA T&D July 2009 - December 2009
Vim' Gestion February 2009 - June 2009
Agence Laforet Immobilier May 2008 - August 2008
Skills
Attention To Detail, Highly Adaptable, Fast Learner, Time Management
Education
Northeastern University 2010 — 2012
Bachelor of Science Degree, Business Administration, Accounting and Finance
CEFAM - French-American School of Business 2007 — 2012
Bachelor of Science Degree, Business Administration, Finance, Management and Accounting
Lycée Charlie Chaplin 2004 — 2007
Giselle Nekui's Wellington Management Experience January 2012 - June 2012
Job Business Development and Account Management
Industry Financial Services
Experience
First Republic Bank October 2013 - Present
360 Huntington Fund October 2012 - May 2013
Wellington Management January 2012 - June 2012
State Street January 2011 - June 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Valuation, Data Analysis, Analysis, Finance, Equities, Financial Services
Education
Northeastern University 2012 — 2013
Master of Science (MS), Finance
Northeastern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Insurance, Entrepreneurship and New Venture Management
First Republic Bank October 2013 - Present
360 Huntington Fund October 2012 - May 2013
Wellington Management January 2012 - June 2012
State Street January 2011 - June 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Valuation, Data Analysis, Analysis, Finance, Equities, Financial Services
Education
Northeastern University 2012 — 2013
Master of Science (MS), Finance
Northeastern University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Insurance, Entrepreneurship and New Venture Management
Jared Wacht's Wellington Management Experience July 2009 - Present
Job Sr Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2009 - Present
nTAG Interactive January 2008 - June 2008
GE Fanuc Software Automation January 2007 - June 2007
NSTAR Electric & Gas Corporation January 2006 - June 2006
Skills
Computer Hardware, Data Analysis, Systems Analysis, Microsoft Office, Windows 7, Computer Application..., Office 2010, Test Planning, Computer Technology, Log Analysis, Office 2013, Windows, Computers, Computer Repair, Computer Proficiency, Computer Maintenance, Computer Engineering, Windows & Mac operating..., Mobile Devices, Oracle SQL, SharePoint, Windows XP Pro, Virtual Machines, Internet Explorer, Firefox, Windows 8.1, Databases, Testing, SQL, Business Analysis, Troubleshooting, Certified Salesforce..., Salesforce.com..., Salesforce.com, Mac OS X, Virtual Ticket
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Computer Engineering
Wellington Management July 2009 - Present
nTAG Interactive January 2008 - June 2008
GE Fanuc Software Automation January 2007 - June 2007
NSTAR Electric & Gas Corporation January 2006 - June 2006
Skills
Computer Hardware, Data Analysis, Systems Analysis, Microsoft Office, Windows 7, Computer Application..., Office 2010, Test Planning, Computer Technology, Log Analysis, Office 2013, Windows, Computers, Computer Repair, Computer Proficiency, Computer Maintenance, Computer Engineering, Windows & Mac operating..., Mobile Devices, Oracle SQL, SharePoint, Windows XP Pro, Virtual Machines, Internet Explorer, Firefox, Windows 8.1, Databases, Testing, SQL, Business Analysis, Troubleshooting, Certified Salesforce..., Salesforce.com..., Salesforce.com, Mac OS X, Virtual Ticket
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Computer Engineering
Joseph Kupiec's Wellington Management Experience December 2013 - August 2014
Job Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wellington Management December 2013 - August 2014
Manulife Financial January 2013 - November 2013
Rhinecliff Hotel April 2012 - September 2012
TRMI Systems Integration May 2012 - June 2012
Rhinecliff Hotel May 2011 - September 2011
Skills
SDLC, Business Analysis, Microsoft Office, SharePoint, Visio, Agile Methodologies, Salesforce.com, Business Objects, Lotus Notes, Windows 7, Microsoft Excel, Vendor Management, Databases, Analysis, SQL, Data Analysis, Training, Requirements Gathering, Access, Software Documentation, Process Improvement, Business Process, Visual Basic, Business Requirements, MS Project
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
American College of Thessaloniki 2011 — 2011
Morgan Stanley June 2015 - Present
Wellington Management December 2013 - August 2014
Manulife Financial January 2013 - November 2013
Rhinecliff Hotel April 2012 - September 2012
TRMI Systems Integration May 2012 - June 2012
Rhinecliff Hotel May 2011 - September 2011
Skills
SDLC, Business Analysis, Microsoft Office, SharePoint, Visio, Agile Methodologies, Salesforce.com, Business Objects, Lotus Notes, Windows 7, Microsoft Excel, Vendor Management, Databases, Analysis, SQL, Data Analysis, Training, Requirements Gathering, Access, Software Documentation, Process Improvement, Business Process, Visual Basic, Business Requirements, MS Project
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
American College of Thessaloniki 2011 — 2011
Jessica Giandalone, CPA's Wellington Management Experience July 2008 - January 2009
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC June 2011 - June 2014
Novogradac & Company LLP January 2010 - April 2010
Wellington Management July 2008 - January 2009
Skills
Tax, Income Tax, Accounting, CPA, US GAAP, Corporate Tax, Tax Accounting, ASC 740, Tax compliance, Tax provision, Microsoft Excel, Microsoft Office, Provision, Tax Research, FIN 48, Tax Returns, International Tax, Partnership Taxation, Financial Reporting, Auditing
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Accounting
PwC July 2014 - Present
PwC June 2011 - June 2014
Novogradac & Company LLP January 2010 - April 2010
Wellington Management July 2008 - January 2009
Skills
Tax, Income Tax, Accounting, CPA, US GAAP, Corporate Tax, Tax Accounting, ASC 740, Tax compliance, Tax provision, Microsoft Excel, Microsoft Office, Provision, Tax Research, FIN 48, Tax Returns, International Tax, Partnership Taxation, Financial Reporting, Auditing
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Accounting
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC