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
Emily Pietro Emily Pietro's Wellington Management Experience July 2013 - Present
Job Administrative Assistant at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2013 - Present
NEF October 2011 - April 2013
The TJX Companies August 2010 - September 2011
Applaud Women September 2009 - May 2010
Skills
Copywriting, Press Releases, Social Media, Corporate Blogging, Account Management, Microsoft Office, Mac OS X, Event Planning, Event Management, Data Mining, Constant Contact, Salesforce.com, Data.com, Basecamp, Customer Service, OS X, Marketing Research, Management
Education
Saint Anselm College 2006 — 2010
B.A., English, Communication
Pomfret School 2004 — 2006
Bancroft School 1997 — 2004
Wellington Management July 2013 - Present
NEF October 2011 - April 2013
The TJX Companies August 2010 - September 2011
Applaud Women September 2009 - May 2010
Skills
Copywriting, Press Releases, Social Media, Corporate Blogging, Account Management, Microsoft Office, Mac OS X, Event Planning, Event Management, Data Mining, Constant Contact, Salesforce.com, Data.com, Basecamp, Customer Service, OS X, Marketing Research, Management
Education
Saint Anselm College 2006 — 2010
B.A., English, Communication
Pomfret School 2004 — 2006
Bancroft School 1997 — 2004
Vikas Aadone Vikas Aadone's Wellington Management Experience October 2014 - December 2014
Job Senior IT Consultant at PIMCO
Industry Information Technology and Services
Experience
PIMCO January 2015 - Present
Wellington Management October 2014 - December 2014
Deloitte September 2013 - September 2014
Deloitte Consulting September 2010 - August 2013
Deloitte May 2008 - August 2010
Keane India February 2005 - April 2008
Skills
Unix, Oracle, Requirements Analysis, Business Intelligence, Informatica, Business Analysis, PL/SQL, Requirements Gathering, Data Warehousing, Solution Architecture, Enterprise Architecture, Software Project..., Management Consulting, ETL, IT Strategy, Data Validation, SQL, SDLC, Consulting, Shell Scripting, Databases, Perl, Python
Education
Osmania University
Master of Computer Applications, Masters in Computer Applications
PIMCO January 2015 - Present
Wellington Management October 2014 - December 2014
Deloitte September 2013 - September 2014
Deloitte Consulting September 2010 - August 2013
Deloitte May 2008 - August 2010
Keane India February 2005 - April 2008
Skills
Unix, Oracle, Requirements Analysis, Business Intelligence, Informatica, Business Analysis, PL/SQL, Requirements Gathering, Data Warehousing, Solution Architecture, Enterprise Architecture, Software Project..., Management Consulting, ETL, IT Strategy, Data Validation, SQL, SDLC, Consulting, Shell Scripting, Databases, Perl, Python
Education
Osmania University
Master of Computer Applications, Masters in Computer Applications
Nicholas Tsitsos Nicholas Tsitsos's Wellington Management Experience June 2011 - January 2012
Job ABL Underwriter Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance January 2015 - Present
Wells Fargo Capital Finance November 2012 - December 2014
Wellington Management June 2011 - January 2012
John Hancock Financial Services January 2010 - July 2010
Skills
Microsoft Excel, Microsoft CRM, Competitive Analysis, Capital IQ, Financial Analysis, Financial Modeling, Credit, CRM, PowerPoint, Microsoft Office, Mutual Funds, Investments
Education
Northeastern University 2008 — 2012
Bachelor of Science Degree, Business Administration; Finance and Marketing
Falmouth High School
Wells Fargo Capital Finance January 2015 - Present
Wells Fargo Capital Finance November 2012 - December 2014
Wellington Management June 2011 - January 2012
John Hancock Financial Services January 2010 - July 2010
Skills
Microsoft Excel, Microsoft CRM, Competitive Analysis, Capital IQ, Financial Analysis, Financial Modeling, Credit, CRM, PowerPoint, Microsoft Office, Mutual Funds, Investments
Education
Northeastern University 2008 — 2012
Bachelor of Science Degree, Business Administration; Finance and Marketing
Falmouth High School
Tyler J. Dube, CMT Tyler J. Dube, CMT's Wellington Management Experience September 2007 - September 2011
Job Sales Trader at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company September 2011 - Present
Wellington Management September 2007 - September 2011
Wellington Management September 2005 - September 2007
Skills
Equities
Education
Northeastern University 2000 — 2005
BS, Dual Concentration: Finance and Accounting
Apponequet Regional High School 1996 — 2000
Cowen and Company September 2011 - Present
Wellington Management September 2007 - September 2011
Wellington Management September 2005 - September 2007
Skills
Equities
Education
Northeastern University 2000 — 2005
BS, Dual Concentration: Finance and Accounting
Apponequet Regional High School 1996 — 2000
Matt Jerome Matt Jerome's Wellington Management Experience January 2013 - May 2013
Job Computing Support Analyst at Stanford University
Industry Information Technology and Services
Experience
Stanford University March 2015 - Present
Jerome Technology Group November 2012 - Present
iCracked Inc. June 2012 - Present
Wellington Management January 2013 - May 2013
Hebrew College July 2011 - June 2012
Temple Chai June 2010 - July 2011
Temple Kol Ami Emanu-El August 2007 - June 2010
Best Buy 2004 - 2006
Skills
Social Media, Leadership, Fundraising, Facebook, Nonprofits, Training, Volunteer Management, Program Development, Curriculum Design, Public Speaking, Teaching, Event Planning, Non-profits, Microsoft Office, Social Networking, Leadership Development, Event Management, Youth Development, International Relations, Philanthropy, Budgets, Community Outreach, Apple Certified, iPhone Support, iPad, OS X
Education
Nova Southeastern University 2008 — 2011
Masters of Science, Leadership
University of Wisconsin-Milwaukee 2001 — 2006
BA, Hebrew Studies
Stanford University March 2015 - Present
Jerome Technology Group November 2012 - Present
iCracked Inc. June 2012 - Present
Wellington Management January 2013 - May 2013
Hebrew College July 2011 - June 2012
Temple Chai June 2010 - July 2011
Temple Kol Ami Emanu-El August 2007 - June 2010
Best Buy 2004 - 2006
Skills
Social Media, Leadership, Fundraising, Facebook, Nonprofits, Training, Volunteer Management, Program Development, Curriculum Design, Public Speaking, Teaching, Event Planning, Non-profits, Microsoft Office, Social Networking, Leadership Development, Event Management, Youth Development, International Relations, Philanthropy, Budgets, Community Outreach, Apple Certified, iPhone Support, iPad, OS X
Education
Nova Southeastern University 2008 — 2011
Masters of Science, Leadership
University of Wisconsin-Milwaukee 2001 — 2006
BA, Hebrew Studies
Paolo Zanello Paolo Zanello's Wellington Management Experience July 2011 - January 2012
Job Analyst
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
GE Oil & Gas July 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB May 2012 - January 2013
Wellington Management July 2011 - January 2012
Skills
Valuation, Equities, Alternative Investments, Bloomberg, Financial Analysis, Bloomberg Terminal, Investments, Financial Modeling, Equity Derivatives, Asset Management, Structured Products, Economics, Risk Management, Finance, Derivatives, Microsoft Excel, PowerPoint
Education
Northeastern University 2010 — 2014
Bachelor of Science (BSc), Finance, General
Hall Capital Partners LLC January 2015 - Present
GE Oil & Gas July 2013 - December 2013
Societe Generale Corporate and Investment Banking - SGCIB May 2012 - January 2013
Wellington Management July 2011 - January 2012
Skills
Valuation, Equities, Alternative Investments, Bloomberg, Financial Analysis, Bloomberg Terminal, Investments, Financial Modeling, Equity Derivatives, Asset Management, Structured Products, Economics, Risk Management, Finance, Derivatives, Microsoft Excel, PowerPoint
Education
Northeastern University 2010 — 2014
Bachelor of Science (BSc), Finance, General
David DiSilva David DiSilva's Wellington Management Experience October 2013 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2013 - Present
Wellington Management May 2012 - October 2013
MIT Lincoln Laboratory 2011 - 2012
Providence College/Ruffalo Cody February 2010 - April 2011
Skills
Microsoft Office 2007, Microsoft Excel, Public Speaking
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Graduate
Wellington Management October 2013 - Present
Wellington Management May 2012 - October 2013
MIT Lincoln Laboratory 2011 - 2012
Providence College/Ruffalo Cody February 2010 - April 2011
Skills
Microsoft Office 2007, Microsoft Excel, Public Speaking
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Graduate
Molly Tack Molly Tack's Wellington Management Experience January 2009 - April 2010
Job Northeast Region Campus Recruiter at Ernst & Young
Industry Staffing and Recruiting
Experience
EY June 2013 - Present
Ernst & Young June 2011 - Present
Deloitte November 2010 - June 2011
Haemonetics May 2010 - October 2010
Wellington Management January 2009 - April 2010
Skills
Recruiting, PeopleSoft, Microsoft Office, Interviews, Strategic Thinking, Applicant Tracking..., Onboarding, College Recruiting, Talent Acquisition, Taleo, Employee Relations, Human Resources, HRIS, Talent Management, Deferred Compensation
Education
Northeastern University 2006 — 2010
Bachelor of Science in Business Administration, Human Resources Management, Marketing
Northeastern University
EY June 2013 - Present
Ernst & Young June 2011 - Present
Deloitte November 2010 - June 2011
Haemonetics May 2010 - October 2010
Wellington Management January 2009 - April 2010
Skills
Recruiting, PeopleSoft, Microsoft Office, Interviews, Strategic Thinking, Applicant Tracking..., Onboarding, College Recruiting, Talent Acquisition, Taleo, Employee Relations, Human Resources, HRIS, Talent Management, Deferred Compensation
Education
Northeastern University 2006 — 2010
Bachelor of Science in Business Administration, Human Resources Management, Marketing
Northeastern University
Xuan (Elena) Ma Xuan (Elena) Ma's Wellington Management Experience January 2014 - April 2014
Job MS Student Software Design and Engineering at Rensselaer Polytechnic Institute
Industry Financial Services
Experience
Rensselaer Polytechnic Institute August 2015 - Present
Philips Healthcare August 2014 - January 2015
Wellington Management January 2014 - April 2014
Ithos Global March 2013 - December 2013
CO – SAIL TECHNOLOGY COMPANY February 2011 - July 2011
W&H Law Firm July 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, VBA, SAP BW, SQL, Risk Management, Finance, Accounting, Creative Writing, Corporate Finance, Analysis, Premiere, Trading, Economics
Education
Rensselaer Polytechnic Institute 2015 — 2016
Master’s Degree, Information Technology and Web Science - Software Engineering
Rensselaer Polytechnic Institute 2011 — 2012
Master, Finance
Beijing Institute of Fashion Technology 2007 — 2011
Bachelor, International Business and Economics
Rensselaer Polytechnic Institute August 2015 - Present
Philips Healthcare August 2014 - January 2015
Wellington Management January 2014 - April 2014
Ithos Global March 2013 - December 2013
CO – SAIL TECHNOLOGY COMPANY February 2011 - July 2011
W&H Law Firm July 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, VBA, SAP BW, SQL, Risk Management, Finance, Accounting, Creative Writing, Corporate Finance, Analysis, Premiere, Trading, Economics
Education
Rensselaer Polytechnic Institute 2015 — 2016
Master’s Degree, Information Technology and Web Science - Software Engineering
Rensselaer Polytechnic Institute 2011 — 2012
Master, Finance
Beijing Institute of Fashion Technology 2007 — 2011
Bachelor, International Business and Economics
Michael Staffiere Michael Staffiere's Wellington Management Experience 2009 - 2010
Job Associate II (CAS), GE
Industry Financial Services
Experience
GE September 2015 - Present
GE August 2014 - Present
GE July 2012 - Present
GE July 2012 - Present
General Electric January 2011 - July 2011
Wellington Management 2009 - 2010
John Hancock Life Insurance Company (U.S.A.) 2009 - 2009
Skills
Finance, Valuation, Forecasting, Due Diligence, Microsoft Excel, Portfolio Management, Accounting, Process Improvement, Managerial Finance, Data Analysis, PowerPoint, Analysis, Financial Accounting, Variance Analysis, Business Analysis, Business Strategy, Account Reconciliation, Budgets, Cash Flow, Business Development, Strategic Planning, Business Planning, Cost Accounting, Strategy, Management Consulting, Restructuring, Financial Modeling, Leadership
Education
Northeastern University 2007 — 2012
Business Administration, Finance & Marketing
GE September 2015 - Present
GE August 2014 - Present
GE July 2012 - Present
GE July 2012 - Present
General Electric January 2011 - July 2011
Wellington Management 2009 - 2010
John Hancock Life Insurance Company (U.S.A.) 2009 - 2009
Skills
Finance, Valuation, Forecasting, Due Diligence, Microsoft Excel, Portfolio Management, Accounting, Process Improvement, Managerial Finance, Data Analysis, PowerPoint, Analysis, Financial Accounting, Variance Analysis, Business Analysis, Business Strategy, Account Reconciliation, Budgets, Cash Flow, Business Development, Strategic Planning, Business Planning, Cost Accounting, Strategy, Management Consulting, Restructuring, Financial Modeling, Leadership
Education
Northeastern University 2007 — 2012
Business Administration, Finance & Marketing
Stefanie Raiola's Wellington Management Experience January 2010 - June 2010
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Credit Agricole July 2013 - April 2014
Northeastern Huntington Management Consulting January 2013 - March 2013
Goldman Sachs July 2012 - December 2012
Goldman Sachs January 2011 - July 2012
Wellington Management January 2010 - June 2010
Skills
Microsoft Excel, Capital Markets, VBA, PowerPoint, Microsoft Word, Investment Banking, Bloomberg, Capital IQ, Corporate Finance, Valuation, Macros Building, Credit Risk, Trading, Fixed Income, Equities, Financial Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
J.P. Morgan May 2014 - Present
Credit Agricole July 2013 - April 2014
Northeastern Huntington Management Consulting January 2013 - March 2013
Goldman Sachs July 2012 - December 2012
Goldman Sachs January 2011 - July 2012
Wellington Management January 2010 - June 2010
Skills
Microsoft Excel, Capital Markets, VBA, PowerPoint, Microsoft Word, Investment Banking, Bloomberg, Capital IQ, Corporate Finance, Valuation, Macros Building, Credit Risk, Trading, Fixed Income, Equities, Financial Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
David Debreceni David Debreceni's Wellington Management Experience June 2014 - Present
Job AVP, Equity Investment Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Janney Montgomery Scott April 2013 - June 2014
Susquehanna International Group January 2011 - March 2013
Susquehanna International Group June 2007 - May 2011
Delaware Investments April 2003 - June 2007
IDP October 2002 - March 2003
Reynolds & Reynolds November 2001 - October 2002
United Messaging July 1999 - November 2001
Dell October 1998 - May 1999
US Army October 1994 - October 1998
Skills
SQL, Microsoft SQL Server, Web Services, C#, XML, Project Management, Visual Basic, JavaScript, Trading, Equities, Options, Databases, .NET, ASP.NET, Web Applications, Requirements Gathering, Java, Software Design, Perl, Oracle, Solution Architecture, HTML, Business Analysis, Access, Equity Trading
Education
Rutgers University – Camden 2004 — 2007
BS, Finance
Wellington Management June 2014 - Present
Janney Montgomery Scott April 2013 - June 2014
Susquehanna International Group January 2011 - March 2013
Susquehanna International Group June 2007 - May 2011
Delaware Investments April 2003 - June 2007
IDP October 2002 - March 2003
Reynolds & Reynolds November 2001 - October 2002
United Messaging July 1999 - November 2001
Dell October 1998 - May 1999
US Army October 1994 - October 1998
Skills
SQL, Microsoft SQL Server, Web Services, C#, XML, Project Management, Visual Basic, JavaScript, Trading, Equities, Options, Databases, .NET, ASP.NET, Web Applications, Requirements Gathering, Java, Software Design, Perl, Oracle, Solution Architecture, HTML, Business Analysis, Access, Equity Trading
Education
Rutgers University – Camden 2004 — 2007
BS, Finance
Taylor Lawson's Wellington Management Experience June 2013 - December 2013
Job Finance and Marketing Major at Northeastern University
Industry Financial Services
Experience
Egon Zehnder July 2015 - Present
The TJX Companies, Inc. July 2014 - December 2014
Wellington Management June 2013 - December 2013
Three Rivers Fencing Center June 2012 - August 2012
RuffaloCODY September 2011 - April 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, SPSS, Spanish, Social Media, PowerPoint, Time Management, Social Networking
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration
Taylor Allderdice High School 2007 — 2011
Egon Zehnder July 2015 - Present
The TJX Companies, Inc. July 2014 - December 2014
Wellington Management June 2013 - December 2013
Three Rivers Fencing Center June 2012 - August 2012
RuffaloCODY September 2011 - April 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, SPSS, Spanish, Social Media, PowerPoint, Time Management, Social Networking
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration
Taylor Allderdice High School 2007 — 2011
Nicole Conlon, CFA Nicole Conlon, CFA's Wellington Management Experience 2002 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management 2002 - Present
John Hancock Investments September 1995 - March 2002
First Global Securities Inc June 1994 - May 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Product Development, Product Management, Mutual Funds, Asset Allocation, Capital Markets, Investment Management
Education
Occidental College
Bachelor of Arts (BA), Public Policy and Economics
Brooks School
Wellington Management 2002 - Present
John Hancock Investments September 1995 - March 2002
First Global Securities Inc June 1994 - May 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Product Development, Product Management, Mutual Funds, Asset Allocation, Capital Markets, Investment Management
Education
Occidental College
Bachelor of Arts (BA), Public Policy and Economics
Brooks School
Craig Kennelly Craig Kennelly's Wellington Management Experience January 1993 - February 1997
Job CEO at RS Platou Markets
Industry Financial Services
Experience
RS Platou Markets May 2011 - Present
Fortis DME Securities, LLC October 2007 - May 2011
Tullett Prebon June 2004 - October 2007
Bank of America February 1997 - May 2004
Wellington Management January 1993 - February 1997
Skills
Equities, Capital Markets, Investment Banking, Hedge Funds, Equity Derivatives, Options, Fixed Income, Emerging Markets, Securities, Electronic Trading, Trading, Prime Brokerage, Financial Services, Banking, Portfolio Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Washington & Lee University
Bachelor of Arts (B.A.), History
RS Platou Markets May 2011 - Present
Fortis DME Securities, LLC October 2007 - May 2011
Tullett Prebon June 2004 - October 2007
Bank of America February 1997 - May 2004
Wellington Management January 1993 - February 1997
Skills
Equities, Capital Markets, Investment Banking, Hedge Funds, Equity Derivatives, Options, Fixed Income, Emerging Markets, Securities, Electronic Trading, Trading, Prime Brokerage, Financial Services, Banking, Portfolio Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Washington & Lee University
Bachelor of Arts (B.A.), History
Phil Karp Phil Karp's Wellington Management Experience June 2008 - Present
Job Managing Director, Enterprise Technical Services
Industry Financial Services
Experience
Wellington Management June 2008 - Present
Legg Mason December 1996 - June 2008
T. Rowe Price Associates April 1993 - December 1996
Network Imaging Systems Corporation May 1990 - April 1993
EA Engineering September 1989 - May 1990
Gettysburg Hospital October 1988 - September 1989
Mellon Bank March 1988 - October 1988
Skills
Vendor Management, Data Center, Citrix, ITIL, Network Architecture, Network Security, Servers, Enterprise Software, Networking, Operations Management, Network Design, Infrastructure, Management, Sourcing & Procurement, Global Strategy, Network Engineering, HP, Disaster Recovery, Email Solutions, Desktop Management, Oracle, PeopleSoft, Integration, Microsoft, Network Operations, Telecom Infrastructure, SIP, Avaya, Cisco, Riverbed, Mobile Technology, Information Technology, IT Strategy, Business Continuity, Professional Services, Security, Help Desk Management, Infoblox, Dell, Symantec, AT&T, BT, High Availability, IT Operations, Enterprise Architecture, IT Management, Virtualization, Architectures, VMware, Cloud Computing
Education
Notre Dame of Maryland University
Bachelor’s Degree, Computer Information Systems, Cum Laude
The Johns Hopkins University
Master’s Degree, Information Systems and Telecommunication
Wellington Management June 2008 - Present
Legg Mason December 1996 - June 2008
T. Rowe Price Associates April 1993 - December 1996
Network Imaging Systems Corporation May 1990 - April 1993
EA Engineering September 1989 - May 1990
Gettysburg Hospital October 1988 - September 1989
Mellon Bank March 1988 - October 1988
Skills
Vendor Management, Data Center, Citrix, ITIL, Network Architecture, Network Security, Servers, Enterprise Software, Networking, Operations Management, Network Design, Infrastructure, Management, Sourcing & Procurement, Global Strategy, Network Engineering, HP, Disaster Recovery, Email Solutions, Desktop Management, Oracle, PeopleSoft, Integration, Microsoft, Network Operations, Telecom Infrastructure, SIP, Avaya, Cisco, Riverbed, Mobile Technology, Information Technology, IT Strategy, Business Continuity, Professional Services, Security, Help Desk Management, Infoblox, Dell, Symantec, AT&T, BT, High Availability, IT Operations, Enterprise Architecture, IT Management, Virtualization, Architectures, VMware, Cloud Computing
Education
Notre Dame of Maryland University
Bachelor’s Degree, Computer Information Systems, Cum Laude
The Johns Hopkins University
Master’s Degree, Information Systems and Telecommunication
Sara Greenfield Sara Greenfield's Wellington Management Experience 2013 - Present
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2013 - Present
Wellington Management 2012 - 2013
VCE, the Virtual Computing Environment Company August 2010 - January 2012
Skills
Financial Modeling, Finance, Accounting, Microsoft Excel, Analysis, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Bloomberg, Financial Reporting
Education
Passed Level I of CFA program 2015 — 2015
Northeastern University 2009 — 2010
MS, Accounting
University of Colorado at Boulder 2005 — 2009
BS, Business Administration
Wellington Management 2013 - Present
Wellington Management 2012 - 2013
VCE, the Virtual Computing Environment Company August 2010 - January 2012
Skills
Financial Modeling, Finance, Accounting, Microsoft Excel, Analysis, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Bloomberg, Financial Reporting
Education
Passed Level I of CFA program 2015 — 2015
Northeastern University 2009 — 2010
MS, Accounting
University of Colorado at Boulder 2005 — 2009
BS, Business Administration
Joanna Davidian's Wellington Management Experience August 2014 - Present
Job at
Industry Investment Management
Experience
Wellington Management August 2014 - Present
Wellington Management 2013 - August 2014
The Advocator Group March 2010 - April 2012
University of New Hampshire July 2006 - March 2010
NHPTV October 2005 - July 2006
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Customer Service, Social Networking, Teamwork, Access, Budgets, Client-focused, Nonprofits, Data Entry, Insurance, Employee Relations, Training, Team Building
Education
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Northern Essex Community College
Wellington Management August 2014 - Present
Wellington Management 2013 - August 2014
The Advocator Group March 2010 - April 2012
University of New Hampshire July 2006 - March 2010
NHPTV October 2005 - July 2006
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Customer Service, Social Networking, Teamwork, Access, Budgets, Client-focused, Nonprofits, Data Entry, Insurance, Employee Relations, Training, Team Building
Education
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Northern Essex Community College
Milena Ninkovic Milena Ninkovic's Wellington Management Experience June 2007 - December 2007
Job Director, Product Marketing at Staples
Industry Retail
Experience
Staples February 2015 - Present
Staples May 2013 - January 2015
Staples February 2012 - May 2013
Staples January 2011 - February 2012
Staples January 2008 - January 2011
Wellington Management June 2007 - December 2007
University of Bridgeport 2005 - 2007
Wellington Management October 2005 - January 2006
Wellington Management June 2004 - December 2004
The Gillette Company June 2003 - December 2003
Skills
Marketing Strategy, Product Marketing, Marketing, Online Marketing, Strategy, Forecasting, Competitive Analysis, Management, Analysis, Process Improvement, Market Research, Data Analysis, Business Analysis, Analytics, Product Development, Project Management, Budgets, Project Planning, Retail, Negotiation, Finance
Education
University of Bridgeport 2006 — 2007
MBA
Northeastern University 2002 — 2005
BSBA, Finance/International Business
Staples February 2015 - Present
Staples May 2013 - January 2015
Staples February 2012 - May 2013
Staples January 2011 - February 2012
Staples January 2008 - January 2011
Wellington Management June 2007 - December 2007
University of Bridgeport 2005 - 2007
Wellington Management October 2005 - January 2006
Wellington Management June 2004 - December 2004
The Gillette Company June 2003 - December 2003
Skills
Marketing Strategy, Product Marketing, Marketing, Online Marketing, Strategy, Forecasting, Competitive Analysis, Management, Analysis, Process Improvement, Market Research, Data Analysis, Business Analysis, Analytics, Product Development, Project Management, Budgets, Project Planning, Retail, Negotiation, Finance
Education
University of Bridgeport 2006 — 2007
MBA
Northeastern University 2002 — 2005
BSBA, Finance/International Business
Sam Goldenshtein Sam Goldenshtein's Wellington Management Experience July 2012 - February 2014
Job On site AV technician at State Street for Verrex Corporation
Industry Media Production
Experience
Verrex Corporation February 2014 - Present
Wellington Management July 2012 - February 2014
Partners HealthCare September 2010 - July 2012
RAMPION August 2010 - September 2010
Quinnipiac School of Communications September 2007 - May 2010
NESN October 2009 - October 2009
International Festival of Arts and Ideas May 2009 - August 2009
Walgreens June 2004 - September 2008
Skills
Final Cut Pro, Video Production, Video, Editing, Blogging, Video Conferencing, Audio Visual Support, HD Video, Digital Media, Social Media, Social Networking, Mediasite, Video Editing, Photoshop, Microsoft Office, EMS, Webcasting, Videographer, Cisco Technologies, Tandberg, WebEx, Media Production, Videography
Education
Quinnipiac University 2006 — 2010
BA, Media Production
Quinnipiac University, (School of Communications) 2006 — 2010
Bachelor's Degree, Communications
Verrex Corporation February 2014 - Present
Wellington Management July 2012 - February 2014
Partners HealthCare September 2010 - July 2012
RAMPION August 2010 - September 2010
Quinnipiac School of Communications September 2007 - May 2010
NESN October 2009 - October 2009
International Festival of Arts and Ideas May 2009 - August 2009
Walgreens June 2004 - September 2008
Skills
Final Cut Pro, Video Production, Video, Editing, Blogging, Video Conferencing, Audio Visual Support, HD Video, Digital Media, Social Media, Social Networking, Mediasite, Video Editing, Photoshop, Microsoft Office, EMS, Webcasting, Videographer, Cisco Technologies, Tandberg, WebEx, Media Production, Videography
Education
Quinnipiac University 2006 — 2010
BA, Media Production
Quinnipiac University, (School of Communications) 2006 — 2010
Bachelor's Degree, Communications
Natalia Anderson Natalia Anderson's Wellington Management Experience June 2014 - December 2014
Job Investment Compliance Analyst Coop at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - December 2014
Alcentra January 2013 - June 2014
Standish Mellon Asset Management July 2012 - December 2012
Northeastern University September 2010 - May 2012
Morgan Stanley Smith Barney July 2010 - September 2011
Branford Landing Marina 2008 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Adobe Acrobat, Google Docs, AS400 system, Advent Geneva, Marketing, LexisNexis, Latent Zero, SPSS
Education
Northeastern University Graduating December 2015 2011 — 2015
Bachelor of Science (B.S.) in Political Science and Business Administration, Finance & Political Science Student
Berkshire School 2008 — 2010
Wellington Management June 2014 - December 2014
Alcentra January 2013 - June 2014
Standish Mellon Asset Management July 2012 - December 2012
Northeastern University September 2010 - May 2012
Morgan Stanley Smith Barney July 2010 - September 2011
Branford Landing Marina 2008 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Adobe Acrobat, Google Docs, AS400 system, Advent Geneva, Marketing, LexisNexis, Latent Zero, SPSS
Education
Northeastern University Graduating December 2015 2011 — 2015
Bachelor of Science (B.S.) in Political Science and Business Administration, Finance & Political Science Student
Berkshire School 2008 — 2010
Claudia Amaral Nicholson Claudia Amaral Nicholson's Wellington Management Experience October 2006 - Present
Job
Industry Financial Services
Experience
Wellington Management October 2006 - Present
Veirano Advogados 2001 - 2004
Marriott Hotels 2001 - 2001
United Airlines 1998 - 2001
Skills
Outlook, Bloomberg, PowerPoint, Microsoft Excel, Editing, Microsoft Word, Microsoft Office, Spanish, Customer Service, Analysis, Financial Analysis, Management, Financial Services, Leadership, Social Media
Education
Pontifícia Universidade Católica do Rio de Janeiro 1987 — 1992
Bachelor in Languages (Portuguese-English) as Bilingual Interpreter
Wellington Management October 2006 - Present
Veirano Advogados 2001 - 2004
Marriott Hotels 2001 - 2001
United Airlines 1998 - 2001
Skills
Outlook, Bloomberg, PowerPoint, Microsoft Excel, Editing, Microsoft Word, Microsoft Office, Spanish, Customer Service, Analysis, Financial Analysis, Management, Financial Services, Leadership, Social Media
Education
Pontifícia Universidade Católica do Rio de Janeiro 1987 — 1992
Bachelor in Languages (Portuguese-English) as Bilingual Interpreter
Carolyn Cao Carolyn Cao's Wellington Management Experience October 2007 - August 2013
Job Master of Advanced management, Yale School of Management
Industry Financial Services
Experience
Wellington Management October 2007 - August 2013
Sullivan & Cromwell LLP January 2007 - October 2007
Rolls-Royce January 1998 - November 2006
Skills
Cross-functional Team..., Cross-cultural, Communication Skills, China Business..., HR Consulting, Regulatory Policy, Chinese culture, Start-up Consulting, Business Relationship..., Analysis, Human Resources, Management, Management Consulting, Recruiting, Training
Education
Yale University - Yale School of Management 2013 — 2014
Master of Advanced Management, Business Administration and Management, General
Renmin University of China 2011 — 2013
Master of Business Administration (MBA)
Renmin University of China 2001 — 2004
Bachelor's degree, Journalism
North China University of Technology 1993 — 1995
Associate's degree, Administration of foreign affairs and business
Wellington Management October 2007 - August 2013
Sullivan & Cromwell LLP January 2007 - October 2007
Rolls-Royce January 1998 - November 2006
Skills
Cross-functional Team..., Cross-cultural, Communication Skills, China Business..., HR Consulting, Regulatory Policy, Chinese culture, Start-up Consulting, Business Relationship..., Analysis, Human Resources, Management, Management Consulting, Recruiting, Training
Education
Yale University - Yale School of Management 2013 — 2014
Master of Advanced Management, Business Administration and Management, General
Renmin University of China 2011 — 2013
Master of Business Administration (MBA)
Renmin University of China 2001 — 2004
Bachelor's degree, Journalism
North China University of Technology 1993 — 1995
Associate's degree, Administration of foreign affairs and business
Eric Bromberg Eric Bromberg's Wellington Management Experience April 2009 - September 2012
Job PC Technician / Visiting Nurses Association of Boston
Industry Hospital & Health Care
Experience
Methods Machine Tools September 2012 - Present
Wellington Management April 2009 - September 2012
Raytheon January 2008 - March 2009
Genzyme Biosurgery November 2006 - January 2008
EMC November 2005 - September 2006
Johnson & Wales University September 2003 - November 2005
CVS May 2003 - July 2003
Brown & Sharpe July 2000 - March 2003
Education
Plymouth State University 1995 — 2000
Bachelor of Arts, Computer Information Systems
Methods Machine Tools September 2012 - Present
Wellington Management April 2009 - September 2012
Raytheon January 2008 - March 2009
Genzyme Biosurgery November 2006 - January 2008
EMC November 2005 - September 2006
Johnson & Wales University September 2003 - November 2005
CVS May 2003 - July 2003
Brown & Sharpe July 2000 - March 2003
Education
Plymouth State University 1995 — 2000
Bachelor of Arts, Computer Information Systems
Tom Peacock's Wellington Management Experience July 2009 - December 2009
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture March 2013 - Present
Bluewolf Consulting Group June 2010 - March 2013
Northeastern University September 2005 - July 2010
Wellington Management July 2009 - December 2009
Waters July 2008 - December 2008
IQS Corp June 2007 - December 2007
Skills
Access, Business Process, Salesforce.com, Microsoft Excel, Functional Design, Requirements Analysis, Requirements Gathering, System Testing, User Acceptance Testing, Post Go Live Support, CRM Integration, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Project Management, Microsoft Project, CRM, Testing, Cloud Computing, Management, Business Analysis, MS Project, Data Analysis, Budgets, Visio, Agile Project Management, Software Implementation, Software Documentation, Process Improvement, Enterprise Content..., Consulting, Business Intelligence, Analysis, Analytics, SaaS, Enterprise Software, Cross-functional Team..., Integration, Software Project...
Education
Northeastern University 2005 — 2010
BS, Mechanical Engineering
Accenture March 2013 - Present
Bluewolf Consulting Group June 2010 - March 2013
Northeastern University September 2005 - July 2010
Wellington Management July 2009 - December 2009
Waters July 2008 - December 2008
IQS Corp June 2007 - December 2007
Skills
Access, Business Process, Salesforce.com, Microsoft Excel, Functional Design, Requirements Analysis, Requirements Gathering, System Testing, User Acceptance Testing, Post Go Live Support, CRM Integration, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Project Management, Microsoft Project, CRM, Testing, Cloud Computing, Management, Business Analysis, MS Project, Data Analysis, Budgets, Visio, Agile Project Management, Software Implementation, Software Documentation, Process Improvement, Enterprise Content..., Consulting, Business Intelligence, Analysis, Analytics, SaaS, Enterprise Software, Cross-functional Team..., Integration, Software Project...
Education
Northeastern University 2005 — 2010
BS, Mechanical Engineering
Tania Tagliavento Tania Tagliavento's Wellington Management Experience April 2015 - Present
Job Relationship Analyst, Consultant Relations at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Hermes Fund Managers May 2011 - June 2014
AEW Capital Management May 2010 - May 2011
Natixis Global Asset Management, LP October 2005 - April 2010
AEW Capital Management, LP September 2004 - April 2010
AEW Capital Management, LP September 2004 - September 2005
Skills
Investment Management, Asset Management, Financial Services, Relationship Management, Customer Service, Investor Relations, Alternative Investments, Investments, Portfolio Management, Marketing, Client Services, Institutional, Sales, Consultant Liaison, Equities, Series 7, Series 63, Risk Management, Marketing Strategy, New Business Development, Salesforce.com, Event Planning, Management
Education
Simmons College - Simmons School of Management 2007 — 2009
MBA, Business Administration and Management, General
Roanoke College 2000 — 2004
BA, International Relations, Spanish
Wellington Management April 2015 - Present
Hermes Fund Managers May 2011 - June 2014
AEW Capital Management May 2010 - May 2011
Natixis Global Asset Management, LP October 2005 - April 2010
AEW Capital Management, LP September 2004 - April 2010
AEW Capital Management, LP September 2004 - September 2005
Skills
Investment Management, Asset Management, Financial Services, Relationship Management, Customer Service, Investor Relations, Alternative Investments, Investments, Portfolio Management, Marketing, Client Services, Institutional, Sales, Consultant Liaison, Equities, Series 7, Series 63, Risk Management, Marketing Strategy, New Business Development, Salesforce.com, Event Planning, Management
Education
Simmons College - Simmons School of Management 2007 — 2009
MBA, Business Administration and Management, General
Roanoke College 2000 — 2004
BA, International Relations, Spanish
Omar Wahdan's Wellington Management Experience June 2013 - January 2014
Job Accountant at Atlas Venture
Industry Financial Services
Experience
Accomplice VC June 2014 - Present
Wellington Management June 2013 - January 2014
Eze Software Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft CRM, Bloomberg Terminal, CA Clarity, PeopleSoft Financial, Analysis, Financial Analysis, Financial Reporting, Journal Entries, Accounting, Valuation, Finance, Economics, Forecasting, Corporate Finance, Financial Modeling
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Public Finance, Economic Theory
Friends School of Baltimore 2004 — 2009
Accomplice VC June 2014 - Present
Wellington Management June 2013 - January 2014
Eze Software Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft CRM, Bloomberg Terminal, CA Clarity, PeopleSoft Financial, Analysis, Financial Analysis, Financial Reporting, Journal Entries, Accounting, Valuation, Finance, Economics, Forecasting, Corporate Finance, Financial Modeling
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Public Finance, Economic Theory
Friends School of Baltimore 2004 — 2009
Eren Erdemgil Sahin's Wellington Management Experience March 2013 - July 2014
Job Senior Consultant, Financial Services
Industry Financial Services
Experience
EY July 2014 - Present
Wellington Management March 2013 - July 2014
Charles River Development May 2012 - December 2012
Akbank August 2010 - October 2010
Skills
Quantitative Finance, Fixed Income, Financial Modeling, Derivatives, Statistical Modeling, Portfolio Management, Risk Management, Business Analysis, Data Analysis, Microsoft Office, Valuation, C++, SQL, Business Intelligence, Requirements Gathering, Project Management, Charles River IMS, Oracle BIEE, Tableau, Visio, Access, Analysis
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Mathematical Finance / Financial Engineering, 3.50
Sabanci Üniversitesi 2007 — 2011
Bachelor of Science, High Honor, Industrial Engineering/ Manufacturing Systems Engineering
EY July 2014 - Present
Wellington Management March 2013 - July 2014
Charles River Development May 2012 - December 2012
Akbank August 2010 - October 2010
Skills
Quantitative Finance, Fixed Income, Financial Modeling, Derivatives, Statistical Modeling, Portfolio Management, Risk Management, Business Analysis, Data Analysis, Microsoft Office, Valuation, C++, SQL, Business Intelligence, Requirements Gathering, Project Management, Charles River IMS, Oracle BIEE, Tableau, Visio, Access, Analysis
Education
Boston University Graduate School of Management 2011 — 2012
Master of Science, Mathematical Finance / Financial Engineering, 3.50
Sabanci Üniversitesi 2007 — 2011
Bachelor of Science, High Honor, Industrial Engineering/ Manufacturing Systems Engineering
Beth Wahle Beth Wahle's Wellington Management Experience 2013 - Present
Job
Industry
Experience
Wellington Management 2013 - Present
Education
Northwestern University 1990 — 1993
Master of Business Administration (M.B.A.)
Yale University 1984 — 1988
Bachelor of Arts (B.A.)
Wellington Management 2013 - Present
Education
Northwestern University 1990 — 1993
Master of Business Administration (M.B.A.)
Yale University 1984 — 1988
Bachelor of Arts (B.A.)
Vikram Jagannathan Vikram Jagannathan's Wellington Management Experience January 2008 - August 2010
Job Technical Architect at Adobe Systems
Industry Computer Software
Experience
Adobe Systems April 2015 - Present
Adobe Systems September 2010 - March 2015
Day Software (Adobe Systems) September 2010 - October 2010
Wellington Management January 2008 - August 2010
Peri Software Solutions June 2007 - December 2007
Skills
Java software..., JavaScript, Matlab, jQuery, XML, HTML + CSS, AJAX Frameworks, Oracle SQL, C, Struts2, Spring, Hibernate, MyEclipse, AccuRev, Joomla, Tomcat, Apache Sling, CQ, Maven, Subversion, ExtJS, Blackfin BF533 DSP, Microsoft Office, Windows, Unix, SQL, CRX, Java, Git, Rally, Atlassian JIRA, HTML, Software Development, Web Development, Agile Methodologies, CSS, Web Applications, Oracle, SDLC, Scrum, Eclipse, AJAX, Web Services, Programming
Education
University of Rochester 2006 — 2008
MS, Electrical Engineering
Pondicherry University 2002 — 2006
B. Tech, Electronics and Communication Engineering
Adobe Systems April 2015 - Present
Adobe Systems September 2010 - March 2015
Day Software (Adobe Systems) September 2010 - October 2010
Wellington Management January 2008 - August 2010
Peri Software Solutions June 2007 - December 2007
Skills
Java software..., JavaScript, Matlab, jQuery, XML, HTML + CSS, AJAX Frameworks, Oracle SQL, C, Struts2, Spring, Hibernate, MyEclipse, AccuRev, Joomla, Tomcat, Apache Sling, CQ, Maven, Subversion, ExtJS, Blackfin BF533 DSP, Microsoft Office, Windows, Unix, SQL, CRX, Java, Git, Rally, Atlassian JIRA, HTML, Software Development, Web Development, Agile Methodologies, CSS, Web Applications, Oracle, SDLC, Scrum, Eclipse, AJAX, Web Services, Programming
Education
University of Rochester 2006 — 2008
MS, Electrical Engineering
Pondicherry University 2002 — 2006
B. Tech, Electronics and Communication Engineering
Mary Kate Fallon Mary Kate Fallon's Wellington Management Experience January 2013 - June 2013
Job Student at Northeastern University
Industry
Experience
Wellington Management January 2013 - June 2013
Wayfair January 2012 - June 2012
Skills
Program Management
Education
Northeastern University 2010 — 2014
Economics
London School of Economics and Political Science 2013 — 2013
Wellington Management January 2013 - June 2013
Wayfair January 2012 - June 2012
Skills
Program Management
Education
Northeastern University 2010 — 2014
Economics
London School of Economics and Political Science 2013 — 2013
Craig Rego Craig Rego's Wellington Management Experience October 2012 - Present
Job Fixed Income Trading
Industry Financial Services
Experience
Wellington Management October 2012 - Present
Branded Promotions September 2011 - December 2011
The Carnegie Abbey Club April 2004 - September 2011
Education
Roger Williams University 2007 — 2011
Wellington Management October 2012 - Present
Branded Promotions September 2011 - December 2011
The Carnegie Abbey Club April 2004 - September 2011
Education
Roger Williams University 2007 — 2011
Rakesh Jain Rakesh Jain's Wellington Management Experience April 2001 - April 2005
Job Oracle Apps DBA / Markview Administrator / Apps Developer
Industry Information Technology and Services
Experience
New York City Housing Authority (NYCHA) October 2012 - Present
ERP Associates Inc June 2011 - September 2012
Suffolk Construction July 2007 - May 2011
Wellington Management April 2001 - April 2005
Sungard Insurance (Formerly FDP Corp) August 1996 - April 2001
Rapidigm 1996 - 2001
Riyam Computer Services LLC November 1995 - August 1996
Patni Computer Services January 1995 - November 1995
Blue Star Infotech October 1994 - January 1995
Access Information July 1993 - October 1994
Skills
Oracle Applications, Oracle App, Oracle HR, Weblogic, Java, Projects, Payroll, Finance, Oracle E-Business Suite, PL/SQL, Business Intelligence, Oracle Reports, SQL, OBIEE
Education
Rani Durgavati Vishwavidyalaya 1989 — 1993
Masters in Computer Applications, Computer Science, Mathematics & Management
Rani Durgavati Vishwavidyalaya 1986 — 1989
Bachelor of Science, Mathematics, Physics & Chemistry
New York City Housing Authority (NYCHA) October 2012 - Present
ERP Associates Inc June 2011 - September 2012
Suffolk Construction July 2007 - May 2011
Wellington Management April 2001 - April 2005
Sungard Insurance (Formerly FDP Corp) August 1996 - April 2001
Rapidigm 1996 - 2001
Riyam Computer Services LLC November 1995 - August 1996
Patni Computer Services January 1995 - November 1995
Blue Star Infotech October 1994 - January 1995
Access Information July 1993 - October 1994
Skills
Oracle Applications, Oracle App, Oracle HR, Weblogic, Java, Projects, Payroll, Finance, Oracle E-Business Suite, PL/SQL, Business Intelligence, Oracle Reports, SQL, OBIEE
Education
Rani Durgavati Vishwavidyalaya 1989 — 1993
Masters in Computer Applications, Computer Science, Mathematics & Management
Rani Durgavati Vishwavidyalaya 1986 — 1989
Bachelor of Science, Mathematics, Physics & Chemistry
Kristina (Marciano) Rugg's Wellington Management Experience February 2015 - Present
Job Administrative Assistant
Industry Investment Management
Experience
Wellington Management February 2015 - Present
UniTek Global Services January 2010 - January 2015
Axis Healthcare Staffing August 2006 - October 2009
MedStaff Healthcare Solutions 2001 - 2005
Skills
Assisting Executives, Microsoft Office, Travel Planning, Travel Management, Online Travel, Cliqbook, Concur, Expenses, Hotel Contract..., Car Rental, Meeting Scheduling, Event Planning, Calendars, Office Administration, Organizing, Able To Multi-task, Phone Skills, Mailroom, Confidentiality
Education
Penn State University 2000 — 2002
Communications
Wellington Management February 2015 - Present
UniTek Global Services January 2010 - January 2015
Axis Healthcare Staffing August 2006 - October 2009
MedStaff Healthcare Solutions 2001 - 2005
Skills
Assisting Executives, Microsoft Office, Travel Planning, Travel Management, Online Travel, Cliqbook, Concur, Expenses, Hotel Contract..., Car Rental, Meeting Scheduling, Event Planning, Calendars, Office Administration, Organizing, Able To Multi-task, Phone Skills, Mailroom, Confidentiality
Education
Penn State University 2000 — 2002
Communications
Nicole Schilke Nicole Schilke's Wellington Management Experience June 2014 - January 2015
Job Corporate Actions Coop
Industry Investment Management
Experience
Wellington Management June 2014 - January 2015
Office of the Provost- Northeastern University September 2012 - June 2014
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Office, Bloomberg Terminal, Teamwork, Public Speaking, Social Media, HTML
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Business Administration; Finance and Accounting, 3rd Year
Bellingham High School 2008 — 2012
Wellington Management June 2014 - January 2015
Office of the Provost- Northeastern University September 2012 - June 2014
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Office, Bloomberg Terminal, Teamwork, Public Speaking, Social Media, HTML
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Business Administration; Finance and Accounting, 3rd Year
Bellingham High School 2008 — 2012
Lauren Grubert Lauren Grubert's Wellington Management Experience August 2008 - August 2010
Job Vertical Marketing Associate (creative) at MOO
Industry Marketing and Advertising
Experience
MOO February 2015 - Present
Rue La La 2014 - January 2015
ideeli October 2012 - August 2013
ideeli April 2012 - October 2012
ideeli June 2011 - March 2012
Designers Management Agency January 2011 - June 2011
Wellington Management August 2008 - August 2010
Belle of the Ball; Boston, MA February 2006 - April 2007
Skills
Retail, Marketing, Email Marketing, E-commerce, Merchandising, Fashion, Visual Merchandising, Market Research, Apparel, Photoshop, Microsoft Excel, Management, Sales, Training
Education
Parsons School of Design 2010 — 2011
AAS
Simmons College 2004 — 2008
BA
MOO February 2015 - Present
Rue La La 2014 - January 2015
ideeli October 2012 - August 2013
ideeli April 2012 - October 2012
ideeli June 2011 - March 2012
Designers Management Agency January 2011 - June 2011
Wellington Management August 2008 - August 2010
Belle of the Ball; Boston, MA February 2006 - April 2007
Skills
Retail, Marketing, Email Marketing, E-commerce, Merchandising, Fashion, Visual Merchandising, Market Research, Apparel, Photoshop, Microsoft Excel, Management, Sales, Training
Education
Parsons School of Design 2010 — 2011
AAS
Simmons College 2004 — 2008
BA
Stas Michalski's Wellington Management Experience July 2008 - May 2009
Job Senior Account Executive at BlazeMeter
Industry Information Technology and Services
Experience
BlazeMeter June 2014 - Present
EnfoPack January 2013 - June 2014
Check Point Software Technologies April 2011 - January 2013
CellNetS – Fore Group September 2010 - February 2011
Wellington Management July 2008 - May 2009
Skills
Network Security, Channel, Security, Solution Selling, Salesforce.com, Business Development, Transportation..., Marketing Strategy, Project Management, Business Planning, Sales, Marketing, International Sales, Negotiation, Product Management, ERP, Channel Partners, Management, Sales Operations, Mobile Devices
Education
Northeastern University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing, Magna Cum Laude
Minuteman Technical High School 2001 — 2005
Certification in Environmental Tech. and High School Diploma.
BlazeMeter June 2014 - Present
EnfoPack January 2013 - June 2014
Check Point Software Technologies April 2011 - January 2013
CellNetS – Fore Group September 2010 - February 2011
Wellington Management July 2008 - May 2009
Skills
Network Security, Channel, Security, Solution Selling, Salesforce.com, Business Development, Transportation..., Marketing Strategy, Project Management, Business Planning, Sales, Marketing, International Sales, Negotiation, Product Management, ERP, Channel Partners, Management, Sales Operations, Mobile Devices
Education
Northeastern University 2005 — 2009
Bachelor of Business Administration (BBA), Marketing, Magna Cum Laude
Minuteman Technical High School 2001 — 2005
Certification in Environmental Tech. and High School Diploma.
Tara Connelly's Wellington Management Experience April 1999 - September 2003
Job Business Owner at MK Gardens and Landscape
Industry Management Consulting
Experience
Pure Strategies November 2012 - Present
MK Gardens and Landscape September 2010 - Present
Quayside Publishing Group 2002 - 2009
Wellington Management April 1999 - September 2003
Skills
Management Consulting, Environmental Awareness, Sustainability, Corporate Social..., Business Strategy, Program Management, Analysis, Human Resources, Management, Marketing, Consulting, Training, Strategic Planning, Social Media, Leadership, Budgets, Social Media Marketing, Public Relations, Marketing Strategy, Event Planning, Business Development, Marketing Communications, Blogging
Education
Northeastern University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA)
Pure Strategies November 2012 - Present
MK Gardens and Landscape September 2010 - Present
Quayside Publishing Group 2002 - 2009
Wellington Management April 1999 - September 2003
Skills
Management Consulting, Environmental Awareness, Sustainability, Corporate Social..., Business Strategy, Program Management, Analysis, Human Resources, Management, Marketing, Consulting, Training, Strategic Planning, Social Media, Leadership, Budgets, Social Media Marketing, Public Relations, Marketing Strategy, Event Planning, Business Development, Marketing Communications, Blogging
Education
Northeastern University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA)
Nicholas Girardi Nicholas Girardi's Wellington Management Experience March 2015 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management October 2012 - March 2015
Travelers Championship (PGA Tour Golf Event) May 2011 - July 2011
Phillips Academy June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Pivotal CRM, Salesforce.com
Education
Quinnipiac University 2008 — 2012
B.S, International Business
Wellington Management March 2015 - Present
Wellington Management October 2012 - March 2015
Travelers Championship (PGA Tour Golf Event) May 2011 - July 2011
Phillips Academy June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Pivotal CRM, Salesforce.com
Education
Quinnipiac University 2008 — 2012
B.S, International Business
Anna Noonan Anna Noonan's Wellington Management Experience January 2010 - December 2011
Job Director, Marketing Communications and Events at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Columbia Threadneedle Investments, US August 2015 - Present
Columbia Threadneedle Investments August 2014 - August 2015
Columbia Management Investment Advisers, LLC May 2013 - July 2014
Columbia Management Investment Advisers, LLC November 2012 - May 2013
Loomis, Sayles & Company June 2012 - October 2012
Wellington Management January 2010 - December 2011
Wellington Management October 2005 - December 2009
Wellington Management June 2005 - September 2005
Northwestern Mutual September 2004 - May 2005
Skills
Marketing Communications, Corporate Events, Institutional Marketing, Strategic & Tactical..., Investment Marketing
Education
Providence College 2001 — 2005
English, Business Studies
Alouette Alexander Alouette Alexander's Wellington Management Experience January 2001 - November 2002
Job Marketing Technology at JLL
Industry Commercial Real Estate
Experience
JLL March 2015 - Present
JLL January 2012 - March 2015
Jones Lang LaSalle September 2007 - December 2011
Alouette Innovations January 2004 - December 2011
Eastdil Secured February 2007 - September 2007
Trammell Crow Company February 2004 - September 2007
Blue Cross Blue Shield of Massachusetts November 2002 - December 2003
Wellington Management January 2001 - November 2002
Putnam Investments January 2000 - January 2001
Skills
Adobe Creative Suite, Email Marketing, Creative Direction, Digital Marketing, Graphic Design, Brand Development, Art Direction, Social Media, SEO, Marketing, Typography, User Experience, Corporate Branding, Graphics, Marketing Communications, Advertising, Illustration, InDesign, CSS, Interactive Marketing, Branding & Identity, Digital Strategy, Web Design, Creative Strategy, Integrated Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA, Digital Marketing
Suffolk University 2005 — 2008
MA, Communications, Integrated Marketing
Rutgers University-New Brunswick 1995 — 1999
BFA, Concentration: Graphic Design
JLL March 2015 - Present
JLL January 2012 - March 2015
Jones Lang LaSalle September 2007 - December 2011
Alouette Innovations January 2004 - December 2011
Eastdil Secured February 2007 - September 2007
Trammell Crow Company February 2004 - September 2007
Blue Cross Blue Shield of Massachusetts November 2002 - December 2003
Wellington Management January 2001 - November 2002
Putnam Investments January 2000 - January 2001
Skills
Adobe Creative Suite, Email Marketing, Creative Direction, Digital Marketing, Graphic Design, Brand Development, Art Direction, Social Media, SEO, Marketing, Typography, User Experience, Corporate Branding, Graphics, Marketing Communications, Advertising, Illustration, InDesign, CSS, Interactive Marketing, Branding & Identity, Digital Strategy, Web Design, Creative Strategy, Integrated Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA, Digital Marketing
Suffolk University 2005 — 2008
MA, Communications, Integrated Marketing
Rutgers University-New Brunswick 1995 — 1999
BFA, Concentration: Graphic Design
Sam Landsberg's Wellington Management Experience January 2009 - June 2009
Job Healthcare Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - August 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - October 2011
Goldman Sachs January 2010 - July 2010
Wellington Management January 2009 - June 2009
UBS June 2008 - August 2008
Education
Northeastern University 2007 — 2011
BS, Finance and Insurance
Newton North High School 2003 — 2007
Paulina Singh Paulina Singh's Wellington Management Experience January 2014 - June 2014
Job Fixed Income Business Management Coop at Wellington Management Company
Industry Financial Services
Experience
LUSH FRESH HANDMADE COSMETICS North America September 2014 - December 2014
Wellington Management January 2014 - June 2014
Sappi Fine Paper North America January 2013 - June 2013
Barclaycard July 2012 - August 2012
Skills
Microsoft Office, Highly detail oriented, Corporate Finance, PeopleSoft Financial, Accounts Receivable, Time Management, Finance, Communication, Organization, Invoicing, SAP Financial, Clarity, PeopleSoft, Financial Reporting
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting and Finance, Junior (4th Year)
Charter School of Wilmington 2007 — 2011
Diploma
LUSH FRESH HANDMADE COSMETICS North America September 2014 - December 2014
Wellington Management January 2014 - June 2014
Sappi Fine Paper North America January 2013 - June 2013
Barclaycard July 2012 - August 2012
Skills
Microsoft Office, Highly detail oriented, Corporate Finance, PeopleSoft Financial, Accounts Receivable, Time Management, Finance, Communication, Organization, Invoicing, SAP Financial, Clarity, PeopleSoft, Financial Reporting
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting and Finance, Junior (4th Year)
Charter School of Wilmington 2007 — 2011
Diploma
Ali Brussard's Wellington Management Experience November 2013 - August 2015
Job Global Marketing Assistant at Stuart Weitzman
Industry Marketing and Advertising
Experience
Stuart Weitzman August 2015 - Present
Wellington Management November 2013 - August 2015
Affiliated Managers Group August 2012 - November 2013
Wallwork Curry McKenna June 2012 - August 2012
Claims Bureau USA May 2011 - August 2011
Tugboats Restaurant May 2010 - August 2010
Skills
Microsoft Office, Adobe, Polonious, SmartDraw, PC, Mac, Social Media, Marketing, Social Networking, Business Development, Research, Marketing Communications, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Public Speaking, Social Media Marketing, Event Planning, Event Management, Editing, Customer Service
Education
Providence College 2009 — 2012
B.S., Marketing
The University of Connecticut 2008 — 2009
Stuart Weitzman August 2015 - Present
Wellington Management November 2013 - August 2015
Affiliated Managers Group August 2012 - November 2013
Wallwork Curry McKenna June 2012 - August 2012
Claims Bureau USA May 2011 - August 2011
Tugboats Restaurant May 2010 - August 2010
Skills
Microsoft Office, Adobe, Polonious, SmartDraw, PC, Mac, Social Media, Marketing, Social Networking, Business Development, Research, Marketing Communications, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Public Speaking, Social Media Marketing, Event Planning, Event Management, Editing, Customer Service
Education
Providence College 2009 — 2012
B.S., Marketing
The University of Connecticut 2008 — 2009
Arun Vadali's Wellington Management Experience June 2013 - July 2015
Job Software Engineer (Contingent Worker) at Verizon
Industry Computer Software
Experience
Verizon July 2015 - Present
Wellington Management June 2013 - July 2015
AT&T April 2011 - May 2013
Verizon April 2006 - March 2011
Skills
Alfresco, Java, Agile Methodologies, SDLC, Java Enterprise Edition, Oracle, SQL, Web Services, Requirements Analysis, XML, SOA
Education
Northern Illinois University 2003 — 2005
Master's Degree
Verizon July 2015 - Present
Wellington Management June 2013 - July 2015
AT&T April 2011 - May 2013
Verizon April 2006 - March 2011
Skills
Alfresco, Java, Agile Methodologies, SDLC, Java Enterprise Edition, Oracle, SQL, Web Services, Requirements Analysis, XML, SOA
Education
Northern Illinois University 2003 — 2005
Master's Degree
Susan Moore Susan Moore's Wellington Management Experience January 2005 - July 2012
Job Fund Accountant at Clough Capital Partners & Instructor at B/SPOKE Studios
Industry Investment Management
Experience
B/SPOKE Studios April 2015 - Present
Clough Capital Partners, L.P. July 2012 - Present
Wellington Management January 2005 - July 2012
John Hancock Life Insurance Company (U.S.A.) January 2004 - December 2004
Skills
Audit, Hedge Accounting, Cash Flow Management, Budget Analysis, Operational Due..., Tax Accounting, Capital Allocation, Fund Administration, Vendor Management, Project Planning, Process Improvement, Procedure Manuals, Auditing, Budgets, Bloomberg, Hedge Funds, Cash Flow, Fund Of Funds, Due Diligence, Mutual Funds, Derivatives, Valuation, Securities, Financial Analysis, Finance, Financial Services, Equities, Alternative Investments
Education
Northeastern University 2002 — 2007
BS, Finance and marketing, Magna Cum Laude
B/SPOKE Studios April 2015 - Present
Clough Capital Partners, L.P. July 2012 - Present
Wellington Management January 2005 - July 2012
John Hancock Life Insurance Company (U.S.A.) January 2004 - December 2004
Skills
Audit, Hedge Accounting, Cash Flow Management, Budget Analysis, Operational Due..., Tax Accounting, Capital Allocation, Fund Administration, Vendor Management, Project Planning, Process Improvement, Procedure Manuals, Auditing, Budgets, Bloomberg, Hedge Funds, Cash Flow, Fund Of Funds, Due Diligence, Mutual Funds, Derivatives, Valuation, Securities, Financial Analysis, Finance, Financial Services, Equities, Alternative Investments
Education
Northeastern University 2002 — 2007
BS, Finance and marketing, Magna Cum Laude
Kimberly Hernandez, CPP, SPHR Kimberly Hernandez, CPP, SPHR's Wellington Management Experience October 2014 - Present
Job Global Payroll Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Wellington Management March 2012 - Present
Sensata Technologies December 2011 - March 2012
Sensata Technologies January 2008 - July 2010
Christmas Tree Shops July 2001 - January 2008
Christmas Tree Shops December 2004 - July 2006
Barnstable County January 1999 - July 2001
US Navy August 1993 - August 1998
Skills
Payroll, ADP Payroll, Process Improvement, Human Resources, HRIS, Training, Accounting, PeopleSoft, Project Management, Benefits Administration, Employee Benefits, Account Reconciliation, Deferred Compensation, Onboarding, Six Sigma, Expatriate Management, System Implementations, Business Process..., Journal Entries, Auditing, Operational Risk, Analysis, Management
Education
Providence College 2010 — 2012
MBA, International Business
Suffolk University - Sawyer School of Management 2004 — 2007
BSBA, Accounting
Southern Maine Community College 1995 — 1998
A.S., Computer Technology
Wellington Management October 2014 - Present
Wellington Management March 2012 - Present
Sensata Technologies December 2011 - March 2012
Sensata Technologies January 2008 - July 2010
Christmas Tree Shops July 2001 - January 2008
Christmas Tree Shops December 2004 - July 2006
Barnstable County January 1999 - July 2001
US Navy August 1993 - August 1998
Skills
Payroll, ADP Payroll, Process Improvement, Human Resources, HRIS, Training, Accounting, PeopleSoft, Project Management, Benefits Administration, Employee Benefits, Account Reconciliation, Deferred Compensation, Onboarding, Six Sigma, Expatriate Management, System Implementations, Business Process..., Journal Entries, Auditing, Operational Risk, Analysis, Management
Education
Providence College 2010 — 2012
MBA, International Business
Suffolk University - Sawyer School of Management 2004 — 2007
BSBA, Accounting
Southern Maine Community College 1995 — 1998
A.S., Computer Technology
Michael Canavan Michael Canavan's Wellington Management Experience October 2012 - September 2013
Job Fixed Income Trader
Industry Investment Management
Experience
Payden & Rygel November 2013 - July 2015
Wellington Management October 2012 - September 2013
Wellington Management January 2011 - June 2011
State Street January 2010 - June 2010
Charles River Development January 2009 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Microsoft Word, Investments, Microsoft Access, Bloomberg Terminal, Trading, Outlook, MarketAxess, Tradeweb, Python, Access, Market Research, Trading Systems, Electronic Trading, Asset Allocation, Portfolio Management, OS X, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration (Finance), Economics Minor
Holliston High School 2003 — 2007
Diploma
Payden & Rygel November 2013 - July 2015
Wellington Management October 2012 - September 2013
Wellington Management January 2011 - June 2011
State Street January 2010 - June 2010
Charles River Development January 2009 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Microsoft Word, Investments, Microsoft Access, Bloomberg Terminal, Trading, Outlook, MarketAxess, Tradeweb, Python, Access, Market Research, Trading Systems, Electronic Trading, Asset Allocation, Portfolio Management, OS X, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration (Finance), Economics Minor
Holliston High School 2003 — 2007
Diploma
Victoria McGrath Victoria McGrath's Wellington Management Experience June 2014 - December 2014
Job Private Wealth Management Coop at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Wellington Management June 2014 - December 2014
Banana Republic September 2012 - March 2013
Uniiverse April 2012 - September 2012
Skills
Microsoft Office, Social Media Marketing, Event Planning, Financial Analysis, Sales, Spanish, Teaching, Volunteering, PowerPoint, Asset Allocation, Microsoft Word, French, Investments, Customer Service, Microsoft Excel, Social Media, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance
Swinburne University of Technology 2011 — 2011
Weston High School 2008 — 2011
High School
American School of Paris 2007 — 2008
Goldman Sachs July 2015 - Present
Wellington Management June 2014 - December 2014
Banana Republic September 2012 - March 2013
Uniiverse April 2012 - September 2012
Skills
Microsoft Office, Social Media Marketing, Event Planning, Financial Analysis, Sales, Spanish, Teaching, Volunteering, PowerPoint, Asset Allocation, Microsoft Word, French, Investments, Customer Service, Microsoft Excel, Social Media, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance
Swinburne University of Technology 2011 — 2011
Weston High School 2008 — 2011
High School
American School of Paris 2007 — 2008
Yiting Pan Yiting Pan's Wellington Management Experience January 2015 - July 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management January 2015 - July 2015
Westwood Global Investmeents September 2014 - December 2014
Westwood Global Investments January 2014 - July 2014
Northeastern University November 2012 - December 2013
Skills
Microsoft Excel, Research, Financial Reporting, Business Analysis, Fund Accounting, Legal Compliance, Bloomberg Terminal, Microsoft Office, Charles River IMS, Axys, Oracle, Java, Visual Basic, Statistics, Mathematica, Matlab, SPSS
Education
Northeastern University 2012 — 2016
Candidates for Bachelor of Science in Business Administration, Concentrate in Accounting and Finance, and Mathematics Minor
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Marketing, Investments and Financial Markets
Wellington Management January 2015 - July 2015
Westwood Global Investmeents September 2014 - December 2014
Westwood Global Investments January 2014 - July 2014
Northeastern University November 2012 - December 2013
Skills
Microsoft Excel, Research, Financial Reporting, Business Analysis, Fund Accounting, Legal Compliance, Bloomberg Terminal, Microsoft Office, Charles River IMS, Axys, Oracle, Java, Visual Basic, Statistics, Mathematica, Matlab, SPSS
Education
Northeastern University 2012 — 2016
Candidates for Bachelor of Science in Business Administration, Concentrate in Accounting and Finance, and Mathematics Minor
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School, Marketing, Investments and Financial Markets
Matthew Glasthal's Wellington Management Experience June 2012 - January 2013
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2015 - Present
Boston Capital June 2014 - March 2015
Soccer Without Borders August 2013 - January 2015
The Boston Consulting Group June 2013 - January 2014
The Waters Consulting Group, Inc December 2010 - March 2013
Wellington Management June 2012 - January 2013
Texans Credit Union August 2009 - June 2010
Skills
Access, Finance, Policy, Market Research, Proposal Writing, Recruiting, Social Media, Data Analysis, Leadership, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business May 2015; Finance
FactSet July 2015 - Present
Boston Capital June 2014 - March 2015
Soccer Without Borders August 2013 - January 2015
The Boston Consulting Group June 2013 - January 2014
The Waters Consulting Group, Inc December 2010 - March 2013
Wellington Management June 2012 - January 2013
Texans Credit Union August 2009 - June 2010
Skills
Access, Finance, Policy, Market Research, Proposal Writing, Recruiting, Social Media, Data Analysis, Leadership, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science, Business May 2015; Finance
Robert Drust Robert Drust's Wellington Management Experience April 1999 - October 2002
Job Institutional Equity Trader B Riley & Co
Industry Investment Management
Experience
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
Neelang Naval Neelang Naval's Wellington Management Experience Vice President for Programs and EventsRutgers Graduate Student AssociationMay 2014 - May 2015
Job Technology Associate, Wellington Management
Industry Computer Networking
Experience
Wellington Management Vice President for Programs and EventsRutgers Graduate Student AssociationMay 2014 - May 2015
Rutgers University January 2014 - May 2015
Nomura Securities June 2014 - August 2014
Microlink Solution Pvt.Ltd. December 2012 - April 2013
Skills
Networking, CCNA, Switches, Cisco Technologies, Python, C++ Language, C, Packet Tracer, Troubleshooting, HFSS, Network Simulator, HTML, Teaching, Satellite Communications, Wireshark, Antennas, Multisim, WAN, Django, Cisco Routers, JavaScript, Interpersonal Skill, Microsoft Office, Arduino, Teamwork, Windows & Mac operating..., Matlab, 8051 Microcontroller, Data Structures, Programming, Microsoft Excel, Linux, Leadership, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Science (MS), Electrical, Electronics and Communications Engineering
C.S Patel Inst. Of Tech, CHARUSAT 2009 — 2013
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
M.k. Higher Secondary School
Physics, Chemistry, Mathematics
Wellington Management Vice President for Programs and EventsRutgers Graduate Student AssociationMay 2014 - May 2015
Rutgers University January 2014 - May 2015
Nomura Securities June 2014 - August 2014
Microlink Solution Pvt.Ltd. December 2012 - April 2013
Skills
Networking, CCNA, Switches, Cisco Technologies, Python, C++ Language, C, Packet Tracer, Troubleshooting, HFSS, Network Simulator, HTML, Teaching, Satellite Communications, Wireshark, Antennas, Multisim, WAN, Django, Cisco Routers, JavaScript, Interpersonal Skill, Microsoft Office, Arduino, Teamwork, Windows & Mac operating..., Matlab, 8051 Microcontroller, Data Structures, Programming, Microsoft Excel, Linux, Leadership, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master of Science (MS), Electrical, Electronics and Communications Engineering
C.S Patel Inst. Of Tech, CHARUSAT 2009 — 2013
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
M.k. Higher Secondary School
Physics, Chemistry, Mathematics
Marion O'Brien Marion O'Brien's Wellington Management Experience 1968 - 1994
Job political campaigns
Industry Financial Services
Experience
None September 2015 - Present
RIGOP September 2015 - Present
Political 2014 - 2014
Political 2011 - 2012
GIR 1995 - 2000
Wellington Management 1968 - 1994
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Program Management, Budgets, Banking, Public Speaking, Risk Management, Change Management, PowerPoint, Credit, Research, Business Analysis
Education
Brookline High School
Brookline High School
Northeastern University
Accounting and Finance
None September 2015 - Present
RIGOP September 2015 - Present
Political 2014 - 2014
Political 2011 - 2012
GIR 1995 - 2000
Wellington Management 1968 - 1994
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Program Management, Budgets, Banking, Public Speaking, Risk Management, Change Management, PowerPoint, Credit, Research, Business Analysis
Education
Brookline High School
Brookline High School
Northeastern University
Accounting and Finance
Rob Ranley's Wellington Management Experience July 2007 - December 2007
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG September 2014 - Present
State Street November 2013 - September 2014
State Street Bank March 2012 - November 2013
State Street Bank March 2010 - March 2012
State Street Bank June 2009 - March 2010
Wellington Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Derivatives, Financial Services, Banking, Investments, Financial Risk, Mutual Funds, Process Improvement, Due Diligence, Analysis, Data Analysis, Bloomberg, Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Credit Risk, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA / MS Finance, Finance
Northeastern University 2004 — 2009
BSBA, Finance & Insurance, Management
KPMG September 2014 - Present
State Street November 2013 - September 2014
State Street Bank March 2012 - November 2013
State Street Bank March 2010 - March 2012
State Street Bank June 2009 - March 2010
Wellington Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Derivatives, Financial Services, Banking, Investments, Financial Risk, Mutual Funds, Process Improvement, Due Diligence, Analysis, Data Analysis, Bloomberg, Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Credit Risk, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA / MS Finance, Finance
Northeastern University 2004 — 2009
BSBA, Finance & Insurance, Management
Stefan Loridas's Wellington Management Experience July 2011 - January 2012
Job Subscription Business Consultant at Zuora
Industry Information Technology and Services
Experience
Zuora April 2015 - Present
GMO June 2013 - March 2015
GMO July 2012 - January 2013
Wellington Management July 2011 - January 2012
Commonwealth Financial Network July 2010 - December 2010
Skills
Start-ups, SaaS, Sales, Management, Equities, Microsoft Excel, Bloomberg, Leadership, Financial Analysis, Investments, Salesforce.com, Market Research, CRM, PowerPoint, Social Media, Fixed Income, Asset Management, Mutual Funds, Financial Services, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration, Dual Concentration: Finance and Management, Cum Laude
John Cabot University 2012 — 2012
Principles of Management, Italian
Zuora April 2015 - Present
GMO June 2013 - March 2015
GMO July 2012 - January 2013
Wellington Management July 2011 - January 2012
Commonwealth Financial Network July 2010 - December 2010
Skills
Start-ups, SaaS, Sales, Management, Equities, Microsoft Excel, Bloomberg, Leadership, Financial Analysis, Investments, Salesforce.com, Market Research, CRM, PowerPoint, Social Media, Fixed Income, Asset Management, Mutual Funds, Financial Services, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration, Dual Concentration: Finance and Management, Cum Laude
John Cabot University 2012 — 2012
Principles of Management, Italian
Eric Krusell's Wellington Management Experience April 2015 - Present
Job Hedge Fund Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
J.P. Morgan April 2012 - April 2015
Brown Brothers Harriman June 2010 - January 2012
Skills
Corporate Finance, Data Analysis, Retirement Planning, Securities, Fixed Income, Alternative Investments, Equities, Research, Bloomberg Terminal, Accounts Payable, Accounts Receivable, Bonds, Derivatives, Microsoft Excel, Outlook, Microsoft Word, Mutual Funds, Finance, Bloomberg, Hedge Funds, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Archbishop Williams High School 2002 — 2006
Wellington Management April 2015 - Present
J.P. Morgan April 2012 - April 2015
Brown Brothers Harriman June 2010 - January 2012
Skills
Corporate Finance, Data Analysis, Retirement Planning, Securities, Fixed Income, Alternative Investments, Equities, Research, Bloomberg Terminal, Accounts Payable, Accounts Receivable, Bonds, Derivatives, Microsoft Excel, Outlook, Microsoft Word, Mutual Funds, Finance, Bloomberg, Hedge Funds, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Archbishop Williams High School 2002 — 2006
Ross Cole Ross Cole's Wellington Management Experience July 2015 - Present
Job System Operations Specialist Coop at Wellington Management
Industry
Experience
Wellington Management July 2015 - Present
Office of Senator Sal DiDomenico July 2014 - January 2015
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Event Planning
Education
Northeastern University 2013 — 2017
Economics and International Affairs
Wellington Management July 2015 - Present
Office of Senator Sal DiDomenico July 2014 - January 2015
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Event Planning
Education
Northeastern University 2013 — 2017
Economics and International Affairs
Matthew Zirakian Salovitz Matthew Zirakian Salovitz's Wellington Management Experience January 2008 - June 2008
Job CUSTOMER SERVICE SOLUTIONS / INFORMATION TECHNOLOGY ANALYST / TECHNOLOGY SUPPORT / BUSINESS DEVELOPMENT / IT SOLUTIONS
Industry Information Technology and Services
Experience
Davis Wright Tremaine LLP August 2015 - Present
Hebrew Rehabilitation Center-Hebrew Senior Life September 2009 - July 2015
Raytheon April 2009 - September 2009
Integrity Interactive December 2008 - May 2009
PointRight Inc. January 2009 - April 2009
Houghton Mifflin November 2008 - December 2008
Wellington Management January 2008 - June 2008
Hilton Boston/Dedham September 2006 - December 2007
UMass Memorial Medical Center September 2000 - April 2006
Massachusetts Eye and Ear Infirmary September 1999 - June 2000
Skills
Citrix, System Administration, Software Installation, Technical Support, Help Desk Support, IT Service Management, CRM, Blackberry, Training, Meditech, eClinical Works, Information Technology, Windows, SharePoint, VMware, Disaster Recovery, Computer Hardware, Vendor Management, Analysis, Databases, Networking, Windows XP, Management, Microsoft Exchange, Windows Server
Education
New England School of Photography 1996 — 1998
Professional Certificate, Advertising/Portraiture, 4.0
Evidence Photographers International Council 1996 — 1996
Professional Certificate, Forensic Photography, 4.0
Broward College 1990 — 1991
Industrial and Organizational Psychology and Information Technology, 3.0
Daytona Beach College 1989 — 1990
Industrial and Organizational Psychology and Information Technology, 3.0
Santa Fe College 1988 — 1989
Psychology and Information Technology, 3.0
Ringling School of Art and Design 1987 — 1988
Advertising and Graphic Arts, 4.0
Davis Wright Tremaine LLP August 2015 - Present
Hebrew Rehabilitation Center-Hebrew Senior Life September 2009 - July 2015
Raytheon April 2009 - September 2009
Integrity Interactive December 2008 - May 2009
PointRight Inc. January 2009 - April 2009
Houghton Mifflin November 2008 - December 2008
Wellington Management January 2008 - June 2008
Hilton Boston/Dedham September 2006 - December 2007
UMass Memorial Medical Center September 2000 - April 2006
Massachusetts Eye and Ear Infirmary September 1999 - June 2000
Skills
Citrix, System Administration, Software Installation, Technical Support, Help Desk Support, IT Service Management, CRM, Blackberry, Training, Meditech, eClinical Works, Information Technology, Windows, SharePoint, VMware, Disaster Recovery, Computer Hardware, Vendor Management, Analysis, Databases, Networking, Windows XP, Management, Microsoft Exchange, Windows Server
Education
New England School of Photography 1996 — 1998
Professional Certificate, Advertising/Portraiture, 4.0
Evidence Photographers International Council 1996 — 1996
Professional Certificate, Forensic Photography, 4.0
Broward College 1990 — 1991
Industrial and Organizational Psychology and Information Technology, 3.0
Daytona Beach College 1989 — 1990
Industrial and Organizational Psychology and Information Technology, 3.0
Santa Fe College 1988 — 1989
Psychology and Information Technology, 3.0
Ringling School of Art and Design 1987 — 1988
Advertising and Graphic Arts, 4.0
Nicholas Christian Nicholas Christian's Wellington Management Experience 2006 - 2006
Job Director at Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank January 2013 - September 2014
Silicon Valley Bank March 2009 - January 2013
Silicon Valley Bank January 2008 - March 2009
Hercules Technology Growth Capital May 2007 - December 2007
Paul McCoy Family Office Services November 2006 - May 2007
Wellington Management 2006 - 2006
Skills
Portfolio Management, Corporate Finance, Venture Capital, Credit Analysis, Commercial Lending, Private Equity, Commercial Banking, Banking, Financial Modeling, Investments, Valuation, Loans, Management
Education
Northeastern University 2003 — 2007
Bachelors of Science, Business Administration
Silicon Valley Bank September 2014 - Present
Silicon Valley Bank January 2013 - September 2014
Silicon Valley Bank March 2009 - January 2013
Silicon Valley Bank January 2008 - March 2009
Hercules Technology Growth Capital May 2007 - December 2007
Paul McCoy Family Office Services November 2006 - May 2007
Wellington Management 2006 - 2006
Skills
Portfolio Management, Corporate Finance, Venture Capital, Credit Analysis, Commercial Lending, Private Equity, Commercial Banking, Banking, Financial Modeling, Investments, Valuation, Loans, Management
Education
Northeastern University 2003 — 2007
Bachelors of Science, Business Administration
Courtney Leeming Courtney Leeming's Wellington Management Experience February 2008 - September 2013
Job Program Administrator,Advisor Academy at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management September 2013 - Present
Wellington Management February 2008 - September 2013
Murphy's on the Green March 2012 - July 2012
Murphy's on the Green March 2012 - July 2012
Waterville Valley Resort May 2006 - July 2007
The Common Man Family June 2005 - June 2005
Skills
Asset Management, Investments, Sales, Marketing, Event Planning, Event Management, Live Events, Corporate Events, Private Events, Catering, Restaurant Management, Restaurants, Wine Lists, Menu Development, Menu Costing, Office Administration, Microsoft Office, Data Entry, Data Analysis, Logistics, International Logistics, Social Media, Social Networking, Food Service, Management, Project Planning, Corporate Communications, Business Development, Profit Maximization, Increased Profitability, Budget Monitoring, Small Business, Exceptional People..., Communication Skills, Internal Communications, Marketing Communications, Interpersonal..., Psychology, Spanish Literature, Portfolio Management, Microsoft Excel, Hospitality Management, Eating, Bloomberg
Education
Plymouth State University 2001 — 2005
Bachelor of Arts (B.A.), Business/Corporate Communications
Hanover High School 1998 — 2001
Natixis Global Asset Management September 2013 - Present
Wellington Management February 2008 - September 2013
Murphy's on the Green March 2012 - July 2012
Murphy's on the Green March 2012 - July 2012
Waterville Valley Resort May 2006 - July 2007
The Common Man Family June 2005 - June 2005
Skills
Asset Management, Investments, Sales, Marketing, Event Planning, Event Management, Live Events, Corporate Events, Private Events, Catering, Restaurant Management, Restaurants, Wine Lists, Menu Development, Menu Costing, Office Administration, Microsoft Office, Data Entry, Data Analysis, Logistics, International Logistics, Social Media, Social Networking, Food Service, Management, Project Planning, Corporate Communications, Business Development, Profit Maximization, Increased Profitability, Budget Monitoring, Small Business, Exceptional People..., Communication Skills, Internal Communications, Marketing Communications, Interpersonal..., Psychology, Spanish Literature, Portfolio Management, Microsoft Excel, Hospitality Management, Eating, Bloomberg
Education
Plymouth State University 2001 — 2005
Bachelor of Arts (B.A.), Business/Corporate Communications
Hanover High School 1998 — 2001
Molly Baum's Wellington Management Experience December 2014 - Present
Job Corporate Actions Coop at Wellington Management
Industry
Experience
Wellington Management December 2014 - Present
Putnam Investments January 2014 - Present
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2012 — 2017
Accounting and Finance
Wellington Management December 2014 - Present
Putnam Investments January 2014 - Present
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2012 — 2017
Accounting and Finance
Timothy Roche's Wellington Management Experience January 2010 - June 2011
Job Online Media Specialist at Bridgepoint Education
Industry Marketing and Advertising
Experience
Bridgepoint Education March 2014 - Present
Bridgepoint Education September 2012 - March 2014
Ashford University September 2011 - September 2012
Wellington Management January 2010 - June 2011
Northeastern University September 2009 - June 2010
Skanska USA Building Inc. June 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Access, Database Admin, Outlook, Training, Marketing Communications, Event Management, Social Networking, Public Speaking, Facebook, Social Media Marketing, Leadership, Marketing
Education
Northeastern University 2005 — 2010
BA, Communication Studies
Thayer Academy 2003 — 2005
Bridgepoint Education March 2014 - Present
Bridgepoint Education September 2012 - March 2014
Ashford University September 2011 - September 2012
Wellington Management January 2010 - June 2011
Northeastern University September 2009 - June 2010
Skanska USA Building Inc. June 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Access, Database Admin, Outlook, Training, Marketing Communications, Event Management, Social Networking, Public Speaking, Facebook, Social Media Marketing, Leadership, Marketing
Education
Northeastern University 2005 — 2010
BA, Communication Studies
Thayer Academy 2003 — 2005
Amy Damsker Amy Damsker's Wellington Management Experience May 2006 - August 2007
Job Operations Manager, The Pew Charitable Trusts
Industry Nonprofit Organization Management
Experience
The Pew Charitable Trusts December 2014 - Present
Management Sciences for Health (MSH) November 2012 - November 2014
Management Sciences for Health July 2009 - November 2012
Management Sciences for Health September 2007 - June 2009
Wellington Management May 2006 - August 2007
EF Education First August 2005 - April 2006
Skills
Fluent in Spanish, Program Management, Operations Management, Budget Development, Global Health, Public Health, International..., Performance Management, Strategic Planning, Proposal Writing, Management, Project Planning, Financial Analysis, Governance, Capacity Building, NGOs, Grants, International Relations, Public Policy, Program Evaluation, Reproductive Health, Analysis, Nonprofits, Policy Analysis, Policy, Government, Healthcare, Budgets, Community Development, Civil Society
Education
Salesforce.com 2013 — 2013
Administration Essentials
The Pincus Group 2013 — 2013
Public Speaking Training
eCornell 2012 — 2012
Financial Management Certification
The University of Georgia 2001 — 2005
Bachelor of Arts, Spanish and International Affairs
Pontificia Universidad Católica de Chile 2004 — 2004
International Affairs
The Pew Charitable Trusts December 2014 - Present
Management Sciences for Health (MSH) November 2012 - November 2014
Management Sciences for Health July 2009 - November 2012
Management Sciences for Health September 2007 - June 2009
Wellington Management May 2006 - August 2007
EF Education First August 2005 - April 2006
Skills
Fluent in Spanish, Program Management, Operations Management, Budget Development, Global Health, Public Health, International..., Performance Management, Strategic Planning, Proposal Writing, Management, Project Planning, Financial Analysis, Governance, Capacity Building, NGOs, Grants, International Relations, Public Policy, Program Evaluation, Reproductive Health, Analysis, Nonprofits, Policy Analysis, Policy, Government, Healthcare, Budgets, Community Development, Civil Society
Education
Salesforce.com 2013 — 2013
Administration Essentials
The Pincus Group 2013 — 2013
Public Speaking Training
eCornell 2012 — 2012
Financial Management Certification
The University of Georgia 2001 — 2005
Bachelor of Arts, Spanish and International Affairs
Pontificia Universidad Católica de Chile 2004 — 2004
International Affairs
Ryan Lau's Wellington Management Experience June 2013 - December 2013
Job Market Risk Analytics and Reporting at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Private Tennis Coach May 2011 - September 2013
FCL Advisory Limited July 2010 - August 2010
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting Minor: Economics
Marlboro High School 2007 — 2011
High School, Magnet Business Learning Center Program
UBS Investment Bank July 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Private Tennis Coach May 2011 - September 2013
FCL Advisory Limited July 2010 - August 2010
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting Minor: Economics
Marlboro High School 2007 — 2011
High School, Magnet Business Learning Center Program
Danielle Impriano Danielle Impriano's Wellington Management Experience January 2007 - January 2008
Job Stock Plan Administrator at Wayfair.com
Industry Financial Services
Experience
Wayfair August 2014 - Present
AST Equity Plan Solutions April 2009 - April 2014
Wellington Management January 2007 - January 2008
Creative Financial Group January 2005 - January 2007
Skills
Process Improvement, Relationship Management, Client Service, Procedure Manuals, Project Management, Customer Service, Time Management, Multi Tasking, Team Building, Training, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, PowerPoint, Employee Stock Options, Restricted Stock, Account Reconciliation, Research, Team Leadership, Client Services, Program Management, Investments
Education
Penn State University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wayfair August 2014 - Present
AST Equity Plan Solutions April 2009 - April 2014
Wellington Management January 2007 - January 2008
Creative Financial Group January 2005 - January 2007
Skills
Process Improvement, Relationship Management, Client Service, Procedure Manuals, Project Management, Customer Service, Time Management, Multi Tasking, Team Building, Training, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, PowerPoint, Employee Stock Options, Restricted Stock, Account Reconciliation, Research, Team Leadership, Client Services, Program Management, Investments
Education
Penn State University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Pearl Shah, PMP Pearl Shah, PMP's Wellington Management Experience January 2005 - June 2005
Job Project Manager/Operations Lead
Industry Information Technology and Services
Experience
Cigna September 2013 - Present
PepsiCo August 2010 - September 2013
CIGNA June 2007 - July 2010
Merrill Lynch January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Requirements Gathering, Process Improvement, Resource Allocation, Event Planning, People Development, Communications..., Data Analysis, Change Management, Testing, SDLC, Business Analysis, Business Process, Project Management, Quality Assurance
Education
Northeastern University 2002 — 2006
Bachelor of Arts (B.A.), Information Systems, Finance
Cigna September 2013 - Present
PepsiCo August 2010 - September 2013
CIGNA June 2007 - July 2010
Merrill Lynch January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Requirements Gathering, Process Improvement, Resource Allocation, Event Planning, People Development, Communications..., Data Analysis, Change Management, Testing, SDLC, Business Analysis, Business Process, Project Management, Quality Assurance
Education
Northeastern University 2002 — 2006
Bachelor of Arts (B.A.), Information Systems, Finance
Maria Stergiopoulos Maria Stergiopoulos's Wellington Management Experience 2005 - 2005
Job Client Accounting and Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2011 - Present
BNY Mellon January 2007 - December 2011
Private Trust Group of America 2006 - 2007
Wellington Management 2005 - 2005
Mellon Financial Corporation January 1999 - January 2004
Skills
Hedge Funds, Account Reconciliation, Management, Mutual Funds, Financial Services, Investments, Fund Accounting, Securities, Banking, Analysis, Accounting, Auditing
Education
Northeastern University 1995 — 1999
Finance
BNY Mellon January 2011 - Present
BNY Mellon January 2007 - December 2011
Private Trust Group of America 2006 - 2007
Wellington Management 2005 - 2005
Mellon Financial Corporation January 1999 - January 2004
Skills
Hedge Funds, Account Reconciliation, Management, Mutual Funds, Financial Services, Investments, Fund Accounting, Securities, Banking, Analysis, Accounting, Auditing
Education
Northeastern University 1995 — 1999
Finance
Matthew Ferm Matthew Ferm's Wellington Management Experience January 1995 - December 2008
Job Managing Partner at Harvard Partners, LLP
Industry Information Technology and Services
Experience
Harvard Partners, LLP May 2009 - Present
Wellington Management January 1995 - December 2008
Financial Workstation Solutions September 1992 - December 1994
Okidata Microsystems August 1991 - August 1992
Applied Reasoning Corporation July 1990 - August 1991
Apollo Computer January 1988 - July 1990
Gregg Corporation March 1985 - January 1988
E.F. Hutton Company November 1983 - March 1985
Bankers Trust July 1981 - November 1983
Skills
Governance, Program Management, Information Technology, Start-ups, Strategy, Resource Management, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Business Continuity, Cloud Computing, Financial Services, Outsourcing, Professional Services, Security, Management Consulting, Business Analysis, Infrastructure, Business Development, SDLC, Consulting, Leadership, Enterprise Software, IT Management, Enterprise Architecture, Solution Selling, Business Intelligence, Integration, SaaS, Project Portfolio..., Business Process, Management, IT Operations, Change Management, IT Service Management, Incident Management, PMO, PMP, Business Process..., Software Project..., IT Outsourcing, ITIL, CRM, Business Transformation, Project Management, Process Improvement
Education
Queens College 1978 — 1982
B.A., Economics
Harvard Partners, LLP May 2009 - Present
Wellington Management January 1995 - December 2008
Financial Workstation Solutions September 1992 - December 1994
Okidata Microsystems August 1991 - August 1992
Applied Reasoning Corporation July 1990 - August 1991
Apollo Computer January 1988 - July 1990
Gregg Corporation March 1985 - January 1988
E.F. Hutton Company November 1983 - March 1985
Bankers Trust July 1981 - November 1983
Skills
Governance, Program Management, Information Technology, Start-ups, Strategy, Resource Management, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Business Continuity, Cloud Computing, Financial Services, Outsourcing, Professional Services, Security, Management Consulting, Business Analysis, Infrastructure, Business Development, SDLC, Consulting, Leadership, Enterprise Software, IT Management, Enterprise Architecture, Solution Selling, Business Intelligence, Integration, SaaS, Project Portfolio..., Business Process, Management, IT Operations, Change Management, IT Service Management, Incident Management, PMO, PMP, Business Process..., Software Project..., IT Outsourcing, ITIL, CRM, Business Transformation, Project Management, Process Improvement
Education
Queens College 1978 — 1982
B.A., Economics
Susan Ha Susan Ha's Wellington Management Experience November 2011 - March 2012
Job Executive Assistant at The Boston Consulting Group
Industry Marketing and Advertising
Experience
The Boston Consulting Group June 2014 - Present
The Boston Consulting Group March 2012 - June 2014
Wellington Management November 2011 - March 2012
American Red Cross November 2010 - August 2011
Rochester Institute of Technology June 2008 - May 2010
Skills
Marketing, CRM, Direct Marketing, Recruiting, Social Media, Social Media Marketing, Microsoft Office, Event Planning, Marketing Strategy, Market Research, Marketing Communications, PowerPoint, Microsoft Excel
Education
Rochester Institute of Technology 2006 — 2010
Bachelors, Marketing
The Boston Consulting Group June 2014 - Present
The Boston Consulting Group March 2012 - June 2014
Wellington Management November 2011 - March 2012
American Red Cross November 2010 - August 2011
Rochester Institute of Technology June 2008 - May 2010
Skills
Marketing, CRM, Direct Marketing, Recruiting, Social Media, Social Media Marketing, Microsoft Office, Event Planning, Marketing Strategy, Market Research, Marketing Communications, PowerPoint, Microsoft Excel
Education
Rochester Institute of Technology 2006 — 2010
Bachelors, Marketing
Roger Anthony Marcon Roger Anthony Marcon's Wellington Management Experience June 2013 - January 2014
Job Summer Analyst at Crédit Agricole
Industry Investment Banking
Experience
IDEA: Northeastern University's Venture Accelerator February 2015 - Present
Credit Agricole Securities May 2015 - August 2015
Scotiabank Global Banking and Markets June 2014 - December 2014
Wellington Management June 2013 - January 2014
Prudential Connecticut Realty May 2011 - August 2012
Connecticut Sports Video August 2009 - August 2012
Farley Capital L. P. June 2012 - June 2012
Skills
PowerPoint, Entrepreneurship, Microsoft Excel, Trading Operations, Photoshop, Leadership, Bloomberg, Capital Markets, Teamwork, Research, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Ridgefield High School 2007 — 2011
IDEA: Northeastern University's Venture Accelerator February 2015 - Present
Credit Agricole Securities May 2015 - August 2015
Scotiabank Global Banking and Markets June 2014 - December 2014
Wellington Management June 2013 - January 2014
Prudential Connecticut Realty May 2011 - August 2012
Connecticut Sports Video August 2009 - August 2012
Farley Capital L. P. June 2012 - June 2012
Skills
PowerPoint, Entrepreneurship, Microsoft Excel, Trading Operations, Photoshop, Leadership, Bloomberg, Capital Markets, Teamwork, Research, Financial Analysis
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Ridgefield High School 2007 — 2011
Serena Hasham's Wellington Management Experience January 2015 - June 2015
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - June 2015
Second Cup December 2009 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Teamwork, Data Analysis, Financial Reporting
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Business Administration
Harry Ainlay High School 2010 — 2013
High School
Wellington Management January 2015 - June 2015
Second Cup December 2009 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Teamwork, Data Analysis, Financial Reporting
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Business Administration
Harry Ainlay High School 2010 — 2013
High School
Timothy C. Finnell's Wellington Management Experience January 2014 - July 2014
Job Prime Brokerage Capital Introductions Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - July 2015
Wellington Management January 2014 - July 2014
GE January 2013 - July 2013
Ed Arnold Scrap Processors June 2007 - August 2012
USA Hockey October 2002 - June 2011
Skills
Financial Analysis, Finance
Education
Northeastern University
Finance and Financial Management Services, Senior
Morgan Stanley January 2015 - July 2015
Wellington Management January 2014 - July 2014
GE January 2013 - July 2013
Ed Arnold Scrap Processors June 2007 - August 2012
USA Hockey October 2002 - June 2011
Skills
Financial Analysis, Finance
Education
Northeastern University
Finance and Financial Management Services, Senior
Andrew Bayerl, CFA's Wellington Management Experience May 2015 - Present
Job Fixed Income Product Management at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management November 2011 - April 2015
Wells Fargo Private Bank May 2007 - November 2011
Education
Providence College 2003 — 2007
B.S. Finance
St. John's Prep
Wellington Management May 2015 - Present
Wellington Management November 2011 - April 2015
Wells Fargo Private Bank May 2007 - November 2011
Education
Providence College 2003 — 2007
B.S. Finance
St. John's Prep
Robyn Bogash's Wellington Management Experience November 2014 - Present
Job Senior Talent Acquisition Consultant at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2014 - Present
Russell Reynolds Associates June 2014 - November 2014
T. Rowe Price January 2008 - June 2014
Old Mutual April 2007 - January 2008
Nomura Securities International, Inc. September 2003 - February 2007
Credit Suisse August 1998 - September 2003
Citi (formerly Salomon Smith Barney) March 1997 - August 1998
Education
Rutgers University-New Brunswick 1992 — 1996
B.A., History, Spanish
Wellington Management November 2014 - Present
Russell Reynolds Associates June 2014 - November 2014
T. Rowe Price January 2008 - June 2014
Old Mutual April 2007 - January 2008
Nomura Securities International, Inc. September 2003 - February 2007
Credit Suisse August 1998 - September 2003
Citi (formerly Salomon Smith Barney) March 1997 - August 1998
Education
Rutgers University-New Brunswick 1992 — 1996
B.A., History, Spanish
Gaurang Patel's Wellington Management Experience June 2011 - Present
Job Lead System Engineer (QA lead compliance) at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
Gray Lorig's Wellington Management Experience July 2003 - November 2005
Job CTO at Trading Cross Connect, LLC
Industry Financial Services
Experience
Trading Cross Connects June 2009 - Present
Fourth Creek Management, LLC November 2005 - June 2009
Wellington Management July 2003 - November 2005
Crosslinks July 2001 - July 2003
EJV Partners 1992 - July 2001
Bridge Information Systems 1995 - 2001
Cray Research 1984 - 1990
Education
Rensselaer Polytechnic Institute 1982 — 1984
ME, Computer and Systems Engineering
Rensselaer Polytechnic Institute 1978 — 1982
BE, Computer and Systems Engineering
Trading Cross Connects June 2009 - Present
Fourth Creek Management, LLC November 2005 - June 2009
Wellington Management July 2003 - November 2005
Crosslinks July 2001 - July 2003
EJV Partners 1992 - July 2001
Bridge Information Systems 1995 - 2001
Cray Research 1984 - 1990
Education
Rensselaer Polytechnic Institute 1982 — 1984
ME, Computer and Systems Engineering
Rensselaer Polytechnic Institute 1978 — 1982
BE, Computer and Systems Engineering
William L. Wrightson III, CFA (Will)'s Wellington Management Experience January 1998 - Present
Job Transportation Equity Analyst and Investor
Industry Investment Management
Experience
Wellington Management January 1998 - Present
Alex. Brown & Sons, Incorporated January 1990 - January 1998
US Army May 1988 - May 1996
Skills
Business Valuation, Pricing, Marketing, Security Analysis, Equities, Equity Research, Investments, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Strategic Consulting
Education
Princeton University 1984 — 1988
AB, economics, add'l concentration in engineering
Saint Andrew's School 1980 — 1984
HS, Liberal Arts
The Country School 1970 — 1980
Wellington Management January 1998 - Present
Alex. Brown & Sons, Incorporated January 1990 - January 1998
US Army May 1988 - May 1996
Skills
Business Valuation, Pricing, Marketing, Security Analysis, Equities, Equity Research, Investments, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Strategic Consulting
Education
Princeton University 1984 — 1988
AB, economics, add'l concentration in engineering
Saint Andrew's School 1980 — 1984
HS, Liberal Arts
The Country School 1970 — 1980
Lara Phimister's Wellington Management Experience August 2011 - May 2013
Job
Industry Legal Services
Experience
FisherBroyles, LLP June 2014 - Present
DEPLOY/US October 2014 - Present
Impact Legal Solutions, PC May 2013 - May 2014
Wellington Management August 2011 - May 2013
WilmerHale January 2007 - July 2011
Cravath, Swaine & Moore September 2004 - January 2007
Peace Corps Volunteer Jordan July 1999 - July 2001
Skills
Impact Investing, Social Enterprise, Hedge Funds, Venture Philanthropy, Securities Regulation, Benefit Corporations, Angel Investing, Corporate Law, Corporate Governance, Private Equity, Legal Writing, Due Diligence, Venture Capital, Joint Ventures, Legal Research, Mergers & Acquisitions, Securities, Capital Markets, Fund Of Funds, Nonprofits
Education
Yale Law School 2001 — 2004
J.D.
London School of Economics and Political Science 1997 — 1998
Master’s Degree, International Development and Gender Policy
Providence College 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Phillips Academy Andover 1990 — 1993
Longmeadow High School 1989 — 1990
FisherBroyles, LLP June 2014 - Present
DEPLOY/US October 2014 - Present
Impact Legal Solutions, PC May 2013 - May 2014
Wellington Management August 2011 - May 2013
WilmerHale January 2007 - July 2011
Cravath, Swaine & Moore September 2004 - January 2007
Peace Corps Volunteer Jordan July 1999 - July 2001
Skills
Impact Investing, Social Enterprise, Hedge Funds, Venture Philanthropy, Securities Regulation, Benefit Corporations, Angel Investing, Corporate Law, Corporate Governance, Private Equity, Legal Writing, Due Diligence, Venture Capital, Joint Ventures, Legal Research, Mergers & Acquisitions, Securities, Capital Markets, Fund Of Funds, Nonprofits
Education
Yale Law School 2001 — 2004
J.D.
London School of Economics and Political Science 1997 — 1998
Master’s Degree, International Development and Gender Policy
Providence College 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Phillips Academy Andover 1990 — 1993
Longmeadow High School 1989 — 1990
Victoria Kunzer's Wellington Management Experience January 2001 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management January 2001 - June 2008
Harris Interactive May 2000 - January 2001
Skills
Marketing, Sales, Business Development, Management, Analysis, Equities
Education
Roanoke College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General & Marketing
Wellington Management January 2001 - June 2008
Harris Interactive May 2000 - January 2001
Skills
Marketing, Sales, Business Development, Management, Analysis, Equities
Education
Roanoke College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General & Marketing
Richard Patchin's Wellington Management Experience November 2011 - April 2012
Job Project Analyst Consultant at RBS Citizens Group
Industry Investment Management
Experience
RBS Citizens Group July 2012 - Present
Wellington Management November 2011 - April 2012
State Street Corporation September 2007 - December 2010
State Street Corporation February 2001 - August 2007
State Street Bank March 1998 - February 2001
Skills
Security Valuation, Business Analysis, Business Intelligence, Securities Lending, Equities, Alternative Investments, ALM, Treasury Management, Money Market, Fixed Income, Bloomberg, Securities, Collateral Management, Hedge Funds, Corporate Actions, Risk Management, Valuation, Banking, Trading, Credit, Trading Systems, Financial Services, Finance, Financial Risk, Mutual Funds
Education
Northeastern University
BSBA, Management
RBS Citizens Group July 2012 - Present
Wellington Management November 2011 - April 2012
State Street Corporation September 2007 - December 2010
State Street Corporation February 2001 - August 2007
State Street Bank March 1998 - February 2001
Skills
Security Valuation, Business Analysis, Business Intelligence, Securities Lending, Equities, Alternative Investments, ALM, Treasury Management, Money Market, Fixed Income, Bloomberg, Securities, Collateral Management, Hedge Funds, Corporate Actions, Risk Management, Valuation, Banking, Trading, Credit, Trading Systems, Financial Services, Finance, Financial Risk, Mutual Funds
Education
Northeastern University
BSBA, Management
Andrew Klocek's Wellington Management Experience November 2008 - Present
Job Sr. Systems Engineer
Industry Financial Services
Experience
Wellington Management November 2008 - Present
MGTI December 2006 - November 2008
Putnam Investments May 2005 - December 2006
Navisite, Inc. July 1999 - May 2005
Education
Plymouth State University 1992 — 1997
Wellington Management November 2008 - Present
MGTI December 2006 - November 2008
Putnam Investments May 2005 - December 2006
Navisite, Inc. July 1999 - May 2005
Education
Plymouth State University 1992 — 1997
Richard Beliveau's Wellington Management Experience May 2010 - July 2015
Job TabbedOut Business Development Manager
Industry Restaurants
Experience
TabbedOut August 2015 - Present
Volnay Real Estate Development April 2010 - Present
El Tour Events December 2007 - Present
Wellington Management May 2010 - July 2015
Skills
Investments, Asset Management, Investment Management, Trade Operations, Bonds, Emerging Markets, Finance, Wealth Management, Microsoft Excel, Financial Analysis, Portfolio Management, Microsoft Office, Securities, Derivatives, PowerPoint, Valuation, Marketing, Alternative Investments, Mutual Funds, Financial Services, Management, Sales, Leadership, Business Analysis, Capital Markets, Risk Management, Microsoft Word, Social Media, Bloomberg, Equities, Fixed Income, Social Media Marketing, Public Speaking, Analysis, Asset Allocation, Corporate Finance, Marketing Strategy, Private Equity, Research, Investment Strategies, Access, Strategy, Data Analysis, Trading, Financial Modeling
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Dual major in finance and entrepreneurship
TabbedOut August 2015 - Present
Volnay Real Estate Development April 2010 - Present
El Tour Events December 2007 - Present
Wellington Management May 2010 - July 2015
Skills
Investments, Asset Management, Investment Management, Trade Operations, Bonds, Emerging Markets, Finance, Wealth Management, Microsoft Excel, Financial Analysis, Portfolio Management, Microsoft Office, Securities, Derivatives, PowerPoint, Valuation, Marketing, Alternative Investments, Mutual Funds, Financial Services, Management, Sales, Leadership, Business Analysis, Capital Markets, Risk Management, Microsoft Word, Social Media, Bloomberg, Equities, Fixed Income, Social Media Marketing, Public Speaking, Analysis, Asset Allocation, Corporate Finance, Marketing Strategy, Private Equity, Research, Investment Strategies, Access, Strategy, Data Analysis, Trading, Financial Modeling
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Dual major in finance and entrepreneurship
Druhin Dhavala's Wellington Management Experience May 2006 - December 2007
Job Solution Architect ★ SOA ★ Cloud Computing ★ Integration ★ Technology Strategist
Industry Computer Software
Experience
Belk August 2015 - September 2015
InterContinental Hotels Group (IHG®) January 2015 - August 2015
Walmart January 2014 - December 2014
Accenture April 2013 - September 2013
McKesson December 2007 - April 2013
Wellington Management May 2006 - December 2007
Fidelity Investments November 2004 - May 2006
IBM October 2000 - October 2004
Ruksun July 1997 - April 1999
Skills
Integration, ITIL, EAI, Solution Architecture, Enterprise Architecture, Supply Chain Management, Websphere, SDLC, RFID+, Cloud Computing, SOA, WebSphere MQ, Middleware, Data Migration, WebSphere Message Broker, ESB, WebSphere Application..., JMS, SAP, Management, Infrastructure, IT Strategy, Resource Utilization, Cost Reduction, RFID, Infrastructure Architect
Education
Osmania University
Masters in Computer Applications, Computers
Belk August 2015 - September 2015
InterContinental Hotels Group (IHG®) January 2015 - August 2015
Walmart January 2014 - December 2014
Accenture April 2013 - September 2013
McKesson December 2007 - April 2013
Wellington Management May 2006 - December 2007
Fidelity Investments November 2004 - May 2006
IBM October 2000 - October 2004
Ruksun July 1997 - April 1999
Skills
Integration, ITIL, EAI, Solution Architecture, Enterprise Architecture, Supply Chain Management, Websphere, SDLC, RFID+, Cloud Computing, SOA, WebSphere MQ, Middleware, Data Migration, WebSphere Message Broker, ESB, WebSphere Application..., JMS, SAP, Management, Infrastructure, IT Strategy, Resource Utilization, Cost Reduction, RFID, Infrastructure Architect
Education
Osmania University
Masters in Computer Applications, Computers
Ben Swanson's Wellington Management Experience July 2010 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2010 - Present
Wellington Management Company April 2007 - July 2010
Fitch Ratings 2005 - 2007
JP Morgan Chase 2004 - 2005
Education
Northwestern University 2000 — 2004
Wellington Management July 2010 - Present
Wellington Management Company April 2007 - July 2010
Fitch Ratings 2005 - 2007
JP Morgan Chase 2004 - 2005
Education
Northwestern University 2000 — 2004
Weiyin He's Wellington Management Experience June 2007 - August 2007
Job Quant, mathematician, coder, and allaround geek
Industry Internet
Experience
GoNative.io January 2014 - Present
The Blackstone Group June 2010 - January 2014
Goldman Sachs July 2008 - May 2010
Wellington Management June 2007 - August 2007
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Stuyvesant High School 2000 — 2004
GoNative.io January 2014 - Present
The Blackstone Group June 2010 - January 2014
Goldman Sachs July 2008 - May 2010
Wellington Management June 2007 - August 2007
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Stuyvesant High School 2000 — 2004
Colin Meehan's Wellington Management Experience May 2012 - October 2013
Job Analyst at Recruitics
Industry Marketing and Advertising
Experience
Recruitics October 2013 - Present
Wellington Management May 2012 - October 2013
HedgeServ May 2009 - December 2011
Morgan Stanley Investment Management April 2008 - February 2009
State Street July 2007 - August 2007
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, SQL, Microsoft Excel, PPC, Recruitment Advertising, Salesforce.com
Education
Sacred Heart University 2006 — 2008
Master of Business Administration
University of Connecticut 2002 — 2006
Bachelor of Arts
Recruitics October 2013 - Present
Wellington Management May 2012 - October 2013
HedgeServ May 2009 - December 2011
Morgan Stanley Investment Management April 2008 - February 2009
State Street July 2007 - August 2007
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, SQL, Microsoft Excel, PPC, Recruitment Advertising, Salesforce.com
Education
Sacred Heart University 2006 — 2008
Master of Business Administration
University of Connecticut 2002 — 2006
Bachelor of Arts
Steven Pottle's Wellington Management Experience 2005 - 2007
Job Director of Pricing Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Melanie Rawding's Wellington Management Experience November 2007 - February 2011
Job Jewelry Designer at Scarlett
Industry Apparel & Fashion
Experience
Scarlett January 2011 - Present
Wellington Management November 2007 - February 2011
Evergreen Investments 2006 - 2007
Skills
Jewelry
Education
Northeastern University 2002 — 2006
Bachelor of Science (BS), Finance, Marketing
Scarlett January 2011 - Present
Wellington Management November 2007 - February 2011
Evergreen Investments 2006 - 2007
Skills
Jewelry
Education
Northeastern University 2002 — 2006
Bachelor of Science (BS), Finance, Marketing
Binkley Shorts's Wellington Management Experience 1969 - 2007
Job Independent Investment Management Professional
Industry Investment Management
Experience
Wellington Management 1969 - 2007
Education
Pomona College 1961 — 1965
BA, Economics
Wellington Management 1969 - 2007
Education
Pomona College 1961 — 1965
BA, Economics
Valerie Lubrano's Wellington Management Experience 2004 - 2004
Job Director, Operational Risk Management at Overseas Private Investment Corporation
Industry Investment Management
Experience
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Overseas Private Investment Corporation February 2015 - Present
Dynamo Technologies, LLC May 2014 - February 2015
Accion May 2012 - August 2012
Calvert Social Investment Foundation, Inc June 2011 - May 2012
Loomis Sayles July 2007 - July 2010
Evergreen Investments July 2006 - July 2007
MFS Investment Management 2005 - 2005
Wellington Management 2004 - 2004
Eaton Vance 2003 - 2004
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
University of Maryland School of Public Policy
Master of Public Policy (MPP), International Security & Economic Policy
Northeastern University 2001 — 2006
BS, Mathematics & Finance
Jennifer Weaver's Wellington Management Experience October 1999 - October 2009
Job Licensed Practical Nurse
Industry Hospital & Health Care
Experience
Spaulding Hospital November 2011 - Present
Wellington Management October 1999 - October 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Healthcare, Office Management, Microsoft Office, Leadership, Customer Service, Management, Project Management
Education
Quincy College 2010 — 2011
Practical Nursing
Spaulding Hospital November 2011 - Present
Wellington Management October 1999 - October 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Healthcare, Office Management, Microsoft Office, Leadership, Customer Service, Management, Project Management
Education
Quincy College 2010 — 2011
Practical Nursing
Meredith Baio's Wellington Management Experience 1996 - 2000
Job Executive Assistant at Big Brothers Big Sisters of Massachusetts Bay
Industry Executive Office
Experience
Big Brothers Big Sisters of Massachusetts Bay October 2013 - October 2014
New England Physicians Recruitment Center 2011 - 2013
KoolConnect Technologies, Inc. 2007 - 2009
Maine Pointe 2006 - 2007
State Street 2000 - 2003
Wellington Management 1996 - 2000
Skills
Cosmetics, Proficient Typing Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Beauty Industry, Sales, Administrative..., Executive..., Office Administration, Event Planning, QuickBooks, Accounts Receivable, Time Management, Accounts Payable, Payroll
Education
Sullivan and Cogliano Training Center 2009 — 2010
Microsoft Office Specialist Program - Outlook Certified
Richland Community College
University of North Texas
Big Brothers Big Sisters of Massachusetts Bay October 2013 - October 2014
New England Physicians Recruitment Center 2011 - 2013
KoolConnect Technologies, Inc. 2007 - 2009
Maine Pointe 2006 - 2007
State Street 2000 - 2003
Wellington Management 1996 - 2000
Skills
Cosmetics, Proficient Typing Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Beauty Industry, Sales, Administrative..., Executive..., Office Administration, Event Planning, QuickBooks, Accounts Receivable, Time Management, Accounts Payable, Payroll
Education
Sullivan and Cogliano Training Center 2009 — 2010
Microsoft Office Specialist Program - Outlook Certified
Richland Community College
University of North Texas
Anthony Vaccari's Wellington Management Experience March 2007 - December 2008
Job Managing Director at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Tim Pruszynski, CFA's Wellington Management Experience February 2007 - June 2007
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
Rolando Manzo's Wellington Management Experience February 2014 - June 2014
Job MBA Candidate at Northwestern's Kellogg School of Management
Industry Higher Education
Experience
Capital Group June 2015 - Present
Vanguard June 2014 - July 2014
Wellington Management February 2014 - June 2014
Wellington Management July 2010 - January 2014
Wellington Management February 2010 - June 2010
Wellington Management October 2009 - January 2010
Wellington Management June 2008 - August 2008
Skills
Product Management, Product Development, Equities, Risk Management, Marketing, Investment Management, Investments, Data Analysis, Asset Management, Equity Research, Financial Analysis, Analytics, Project Management, Program Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2005 — 2009
Bachelor of Science, Biomechanical Engineering
Capital Group June 2015 - Present
Vanguard June 2014 - July 2014
Wellington Management February 2014 - June 2014
Wellington Management July 2010 - January 2014
Wellington Management February 2010 - June 2010
Wellington Management October 2009 - January 2010
Wellington Management June 2008 - August 2008
Skills
Product Management, Product Development, Equities, Risk Management, Marketing, Investment Management, Investments, Data Analysis, Asset Management, Equity Research, Financial Analysis, Analytics, Project Management, Program Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2005 — 2009
Bachelor of Science, Biomechanical Engineering
Susan McMurry's Wellington Management Experience July 1999 - Present
Job Managing Director and Director of Investment Analytics and Communications
Industry Investment Management
Experience
Wellington Management July 1999 - Present
McKinsey & Company June 1994 - June 1999
Education
Massachusetts School of Professional Psychology 2013 — 2014
Certificate in Executive Coaching, Executive coaching
University of Oxford 1992 — 1994
M Phil, International Relations
Princeton University 1988 — 1992
B.A., History, Phi Beta Kappa, summa cum laude
Wellington Management July 1999 - Present
McKinsey & Company June 1994 - June 1999
Education
Massachusetts School of Professional Psychology 2013 — 2014
Certificate in Executive Coaching, Executive coaching
University of Oxford 1992 — 1994
M Phil, International Relations
Princeton University 1988 — 1992
B.A., History, Phi Beta Kappa, summa cum laude
Nick Ouellette's Wellington Management Experience June 2008 - January 2009
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management June 2008 - January 2009
LPL August 2007 - December 2007
John Hancock May 2006 - December 2006
Education
Northeastern University 2004 — 2009
Wellington Management June 2008 - January 2009
LPL August 2007 - December 2007
John Hancock May 2006 - December 2006
Education
Northeastern University 2004 — 2009
Ricardo Antenor's Wellington Management Experience July 2011 - Present
Job Senior Systems Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2011 - Present
HP Enterprise Services August 2008 - July 2011
EDS, an HP company November 2004 - August 2008
Skills
Business Analysis, Windows Server, Microsoft Exchange, Active Directory, ITIL, Vendor Management, Disaster Recovery, Visio
Education
Northeastern University 2008 — 2010
Bachelor, Information Technology
Wellington Management July 2011 - Present
HP Enterprise Services August 2008 - July 2011
EDS, an HP company November 2004 - August 2008
Skills
Business Analysis, Windows Server, Microsoft Exchange, Active Directory, ITIL, Vendor Management, Disaster Recovery, Visio
Education
Northeastern University 2008 — 2010
Bachelor, Information Technology
Ying Barlow's Wellington Management Experience January 2012 - Present
Job Financial Systems Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2012 - Present
Wellington Management October 2004 - January 2012
Bank of America 1997 - 2004
FleetBoston Financial 1997 - 2004
Skills
Financial Analysis, Financial Modeling, Treasury, Financial Risk, Risk Management, Financial Services, Analysis
Education
Northeastern University 1988 — 1991
MS, Applied Math
Zhejiang University 1979 — 1983
BS, Mathematics
Wellington Management January 2012 - Present
Wellington Management October 2004 - January 2012
Bank of America 1997 - 2004
FleetBoston Financial 1997 - 2004
Skills
Financial Analysis, Financial Modeling, Treasury, Financial Risk, Risk Management, Financial Services, Analysis
Education
Northeastern University 1988 — 1991
MS, Applied Math
Zhejiang University 1979 — 1983
BS, Mathematics
Elaine Denenberg's Wellington Management Experience 2007 - 2007
Job Freelance Strategist
Industry Marketing and Advertising
Experience
Elaine Denenberg February 2013 - Present
American Association of Advertising Agencies February 2013 - May 2013
PowerAdvocate 2012 - 2012
The Brattle Group 2009 - 2012
Wellington Management 2007 - 2007
Bank of America 2004 - 2006
Federal Reserve Bank of Boston 2004 - 2004
Skills
Economics, SAS, Data Analysis, Statistics, Qualitative Research, Quantitative Analytics, Public Speaking, Leadership, Econometrics, Community Outreach, Analysis, Nonprofits, Research, Stata, Valuation, Financial Modeling, Quantitative Research, Policy Analysis, Strategy, Management
Education
Northwestern University
4A's Advertising Course
Northeastern University, Honors Program 2005 — 2009
Bachelor of Science, Economics, Minored in Mathematics
Gann Academy 2000 — 2004
Elaine Denenberg February 2013 - Present
American Association of Advertising Agencies February 2013 - May 2013
PowerAdvocate 2012 - 2012
The Brattle Group 2009 - 2012
Wellington Management 2007 - 2007
Bank of America 2004 - 2006
Federal Reserve Bank of Boston 2004 - 2004
Skills
Economics, SAS, Data Analysis, Statistics, Qualitative Research, Quantitative Analytics, Public Speaking, Leadership, Econometrics, Community Outreach, Analysis, Nonprofits, Research, Stata, Valuation, Financial Modeling, Quantitative Research, Policy Analysis, Strategy, Management
Education
Northwestern University
4A's Advertising Course
Northeastern University, Honors Program 2005 — 2009
Bachelor of Science, Economics, Minored in Mathematics
Gann Academy 2000 — 2004
Frank Pelican's Wellington Management Experience July 2008 - November 2008
Job Financial Analyst at Southcoast Physicians Group
Industry Retail
Experience
Southcoast Physicians Group January 2014 - Present
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
Advent International March 2011 - December 2013
Next Generation Vending February 2009 - February 2011
Wellington Management July 2008 - November 2008
State Street August 2007 - May 2008
Skills
PeopleSoft, Excel, Access, Microsoft Excel, Financial Analysis, Accruals, Financial Modeling, General Ledger, Process Improvement, Operations Management, Inventory Management, Analysis, Finance, Financial Reporting, Business Analysis, Variance Analysis, Account Reconciliation, Accounts Payable
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Economics/Accounting
Southcoast Physicians Group January 2014 - Present
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
MGH Radiology 2015 - 2015
Advent International March 2011 - December 2013
Next Generation Vending February 2009 - February 2011
Wellington Management July 2008 - November 2008
State Street August 2007 - May 2008
Skills
PeopleSoft, Excel, Access, Microsoft Excel, Financial Analysis, Accruals, Financial Modeling, General Ledger, Process Improvement, Operations Management, Inventory Management, Analysis, Finance, Financial Reporting, Business Analysis, Variance Analysis, Account Reconciliation, Accounts Payable
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Economics/Accounting
Richard Collins's Wellington Management Experience July 2007 - January 2008
Job Senior Associate Intern at Strategy&, part of the PwC network
Industry Management Consulting
Experience
Strategy&, part of the PwC network June 2015 - Present
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates January 2011 - June 2012
Fidelity Investments May 2009 - January 2011
Goldman Sachs July 2008 - January 2009
Wellington Management July 2007 - January 2008
MFS Investment Management July 2006 - December 2006
Skills
Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Asset Managment, Investment Strategies, Investment Management
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2004 — 2009
B.S. in B.A., Finance
Strategy&, part of the PwC network June 2015 - Present
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates January 2011 - June 2012
Fidelity Investments May 2009 - January 2011
Goldman Sachs July 2008 - January 2009
Wellington Management July 2007 - January 2008
MFS Investment Management July 2006 - December 2006
Skills
Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Asset Managment, Investment Strategies, Investment Management
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2004 — 2009
B.S. in B.A., Finance
Roy Garrigus's Wellington Management Experience Senior Programmer/AnalystDexter Shoe CompanyFebruary 1992 - November 1995
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management Senior Programmer/AnalystDexter Shoe CompanyFebruary 1992 - November 1995
Pepsi-Cola Bottling Group October 1989 - October 1992
General Cinema Beverages June 1983 - October 1989
Education
Northeastern University 1982 — 1987
B.S., Computer Science
Northeastern University 1982 — 1987
BS, Computer Science
Wellington Management Senior Programmer/AnalystDexter Shoe CompanyFebruary 1992 - November 1995
Pepsi-Cola Bottling Group October 1989 - October 1992
General Cinema Beverages June 1983 - October 1989
Education
Northeastern University 1982 — 1987
B.S., Computer Science
Northeastern University 1982 — 1987
BS, Computer Science
Brian Hough, CFA's Wellington Management Experience January 2012 - Present
Job Fixed Income Credit Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2012 - Present
Fidelity Investments June 2004 - January 2012
Fleet Securities 2003 - 2004
Fleet Securities 2000 - 2003
Skills
Bloomberg, High Yield, Fixed Income
Education
Providence College 1996 — 2000
B.S., Finance
Matignon High School 1992 — 1996
Wellington Management January 2012 - Present
Fidelity Investments June 2004 - January 2012
Fleet Securities 2003 - 2004
Fleet Securities 2000 - 2003
Skills
Bloomberg, High Yield, Fixed Income
Education
Providence College 1996 — 2000
B.S., Finance
Matignon High School 1992 — 1996
Michelle Storch's Wellington Management Experience July 2007 - February 2008
Job Senior Pricing Analyst
Industry Hospital & Health Care
Experience
Quest Diagnostics May 2014 - Present
Monster July 2011 - May 2014
National Grid June 2010 - June 2011
New England Divorce Solutions March 2009 - December 2009
Wellington Management July 2007 - February 2008
Bergen County Superior Court July 2005 - August 2005
Skills
Data Analysis, Economics, Process Improvement, Financial Modeling, Microsoft Excel, Research, Microsoft Office, PowerPoint, Sales, Account Management
Education
Northeastern University 2005 — 2010
B.S./M.A., Economics
Bergen County Academies 2001 — 2005
Academy for the Advancement of Science & Technology
Quest Diagnostics May 2014 - Present
Monster July 2011 - May 2014
National Grid June 2010 - June 2011
New England Divorce Solutions March 2009 - December 2009
Wellington Management July 2007 - February 2008
Bergen County Superior Court July 2005 - August 2005
Skills
Data Analysis, Economics, Process Improvement, Financial Modeling, Microsoft Excel, Research, Microsoft Office, PowerPoint, Sales, Account Management
Education
Northeastern University 2005 — 2010
B.S./M.A., Economics
Bergen County Academies 2001 — 2005
Academy for the Advancement of Science & Technology
Vivian Meng's Wellington Management Experience May 1999 - March 2001
Job Controller at David Raftery Inc.
Industry Real Estate
Experience
David Raftery Inc June 2014 - Present
Great Eastern Seafood August 2013 - March 2014
The Lucas Group September 2010 - March 2012
CypressTree Investment Management, LLC March 2010 - May 2010
CypressTree Investment Management, LLP April 2005 - October 2009
Cambridge Savings Bank November 2001 - November 2004
Wellington Management May 1999 - March 2001
Wellington Management Company, LLP May 1999 - March 2001
MarketPlace Development, Inc August 1997 - May 1999
Boston Properties June 1996 - August 1997
Skills
Financial Reporting, General Ledger, Cash Flow, Financial Analysis, Financial Modeling, Accounting, Budgeting, Reconciliation, Financial Accounting, Accounts Payable, Cash Management, Forecasting, Consolidation, Quickbooks, Investments, Expenses, Payroll, Excel, Billing, Accounts Receivable, Fixed Assets, Variance Analysis, Data Analysis, QuickBooks, Invoicing, Finance, Analysis, Account Reconciliation, Internal Controls, Microsoft Excel, Budgets, Strategic Financial..., Financial Statements
Education
Northeastern University 1998 — 2001
Master's degree, Finance
Northeastern University 1992 — 1996
Bachelor of Science, Business Administration, Accounting
David Raftery Inc June 2014 - Present
Great Eastern Seafood August 2013 - March 2014
The Lucas Group September 2010 - March 2012
CypressTree Investment Management, LLC March 2010 - May 2010
CypressTree Investment Management, LLP April 2005 - October 2009
Cambridge Savings Bank November 2001 - November 2004
Wellington Management May 1999 - March 2001
Wellington Management Company, LLP May 1999 - March 2001
MarketPlace Development, Inc August 1997 - May 1999
Boston Properties June 1996 - August 1997
Skills
Financial Reporting, General Ledger, Cash Flow, Financial Analysis, Financial Modeling, Accounting, Budgeting, Reconciliation, Financial Accounting, Accounts Payable, Cash Management, Forecasting, Consolidation, Quickbooks, Investments, Expenses, Payroll, Excel, Billing, Accounts Receivable, Fixed Assets, Variance Analysis, Data Analysis, QuickBooks, Invoicing, Finance, Analysis, Account Reconciliation, Internal Controls, Microsoft Excel, Budgets, Strategic Financial..., Financial Statements
Education
Northeastern University 1998 — 2001
Master's degree, Finance
Northeastern University 1992 — 1996
Bachelor of Science, Business Administration, Accounting
Trevor Lack's Wellington Management Experience January 2007 - June 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
JPMorgan Chase July 2008 - July 2009
Wellington Management January 2007 - June 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Business, Finance
JPMorgan Chase July 2008 - July 2009
Wellington Management January 2007 - June 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Business, Finance
Zachary Delaney, MBA's Wellington Management Experience June 2014 - April 2015
Job Senior Program Coordinator, EPMO at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management April 2015 - Present
Wellington Management June 2014 - April 2015
Massachusetts Health Connector February 2013 - May 2014
Stax Inc. October 2012 - February 2013
Forsythe April 2011 - July 2012
Enterprise Holdings September 2008 - April 2011
The Florida Panthers Hockey Club October 2005 - May 2006
Skills
Account Management, Sales Management, Sales, New Business Development, Customer Service, Marketing, B2B, Strategic Planning, Marketing Strategy, Project Management, Cross-functional Team..., Management
Education
Quinnipiac University 2006 — 2008
M.B.A., Business Administration
University of Miami 2002 — 2006
Bachelor of Science, Sports Administration and Business Management
Avon Old Farms Prepatory School 1998 — 2002
MFS Investment Management April 2015 - Present
Wellington Management June 2014 - April 2015
Massachusetts Health Connector February 2013 - May 2014
Stax Inc. October 2012 - February 2013
Forsythe April 2011 - July 2012
Enterprise Holdings September 2008 - April 2011
The Florida Panthers Hockey Club October 2005 - May 2006
Skills
Account Management, Sales Management, Sales, New Business Development, Customer Service, Marketing, B2B, Strategic Planning, Marketing Strategy, Project Management, Cross-functional Team..., Management
Education
Quinnipiac University 2006 — 2008
M.B.A., Business Administration
University of Miami 2002 — 2006
Bachelor of Science, Sports Administration and Business Management
Avon Old Farms Prepatory School 1998 — 2002
Arvin Bahl's Wellington Management Experience 2010 - 2010
Job Analyst at Value Oriented Investment Fund
Industry Investment Management
Experience
Value Oriented Investment Fund 2012 - Present
Wellington Management 2010 - 2010
Jove Partners 2007 - 2008
From Jinnah to Jihad: Pakistan's Kashmir Quest and the Limits of Realism 2007 - 2007
Chanin Capital Partners 2006 - 2007
J.P. Morgan 2005 - 2006
Skills
Equities, Investment Banking, Investments, Portfolio Management, Valuation, Restructuring, Hedge Funds
Education
Princeton University 2001 — 2005
AB, Woodrow Wilson School of Public and International Affairs
University of Chicago 2009 — 2011
MBA
Value Oriented Investment Fund 2012 - Present
Wellington Management 2010 - 2010
Jove Partners 2007 - 2008
From Jinnah to Jihad: Pakistan's Kashmir Quest and the Limits of Realism 2007 - 2007
Chanin Capital Partners 2006 - 2007
J.P. Morgan 2005 - 2006
Skills
Equities, Investment Banking, Investments, Portfolio Management, Valuation, Restructuring, Hedge Funds
Education
Princeton University 2001 — 2005
AB, Woodrow Wilson School of Public and International Affairs
University of Chicago 2009 — 2011
MBA
Gopi Shah's Wellington Management Experience July 2011 - May 2013
Job Quantitative Management Associates
Industry Financial Services
Experience
Quantitative Management Associates LLC (QMA) August 2015 - Present
AIG May 2013 - April 2015
Wellington Management July 2011 - May 2013
Bloomberg June 2006 - May 2011
Mellon Financial May 2004 - July 2006
Skills
Fixed Income, Equities, Options, Data Analysis, Market Data, Bloomberg, Investment Management, Compliance, P&L reconciliation, Corporates, Munis, IPO, Asset Backed Lending, Credit Rating
Education
Rider University 2007 — 2009
Masters, Management Information Systems and Organizational Leadership
Rider University 2000 — 2004
Bachelor of Science (BS), Finance, Management, International Business
Quantitative Management Associates LLC (QMA) August 2015 - Present
AIG May 2013 - April 2015
Wellington Management July 2011 - May 2013
Bloomberg June 2006 - May 2011
Mellon Financial May 2004 - July 2006
Skills
Fixed Income, Equities, Options, Data Analysis, Market Data, Bloomberg, Investment Management, Compliance, P&L reconciliation, Corporates, Munis, IPO, Asset Backed Lending, Credit Rating
Education
Rider University 2007 — 2009
Masters, Management Information Systems and Organizational Leadership
Rider University 2000 — 2004
Bachelor of Science (BS), Finance, Management, International Business
Sheila May's Wellington Management Experience October 2003 - June 2011
Job Director of Municipal Research, GWK
Industry Investment Management
Experience
GW&K Investment Management June 2011 - Present
Wellington Management October 2003 - June 2011
Standish Mellon Asset Management October 1992 - October 2003
Fleet Norstar Investment Advisors 1990 - 1992
Moody's Investors Service 1986 - 1990
Skills
Fixed Income, Portfolio Management, Bloomberg, Strategy, Asset Management, Financial Modeling, Bonds, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MPA, Public Administration
Providence College 1982 — 1986
BS, Business Administration and Management, General
GW&K Investment Management June 2011 - Present
Wellington Management October 2003 - June 2011
Standish Mellon Asset Management October 1992 - October 2003
Fleet Norstar Investment Advisors 1990 - 1992
Moody's Investors Service 1986 - 1990
Skills
Fixed Income, Portfolio Management, Bloomberg, Strategy, Asset Management, Financial Modeling, Bonds, Investments, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MPA, Public Administration
Providence College 1982 — 1986
BS, Business Administration and Management, General
Karen Sullivan's Wellington Management Experience September 2011 - August 2012
Job Contractor, Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Wellington Management September 2011 - August 2012
Bank of America May 2010 - December 2010
Fidelity Investments, National Financial January 2006 - July 2009
Fidelity Investments, National Financial May 2005 - January 2006
Columbia Funds April 2002 - June 2004
Columbia Funds February 2000 - April 2002
Fidelity Investments Institutional Brokerage Group May 1998 - January 2000
Fidelity Investments Advisor Group March 1996 - May 1998
Fidelity Retail Investment Services September 1993 - March 1996
Skills
Portfolio Management, Fixed Income, Management, 401k, Finance, Investment Banking
Education
Providence College 1986 — 1990
BA, Social Sciences, Psychology
Providence College 1986 — 1990
Bachelor of Arts, Social Sciences
Fidelity Investments October 2012 - Present
Wellington Management September 2011 - August 2012
Bank of America May 2010 - December 2010
Fidelity Investments, National Financial January 2006 - July 2009
Fidelity Investments, National Financial May 2005 - January 2006
Columbia Funds April 2002 - June 2004
Columbia Funds February 2000 - April 2002
Fidelity Investments Institutional Brokerage Group May 1998 - January 2000
Fidelity Investments Advisor Group March 1996 - May 1998
Fidelity Retail Investment Services September 1993 - March 1996
Skills
Portfolio Management, Fixed Income, Management, 401k, Finance, Investment Banking
Education
Providence College 1986 — 1990
BA, Social Sciences, Psychology
Providence College 1986 — 1990
Bachelor of Arts, Social Sciences
Adam Saidla's Wellington Management Experience August 2010 - Present
Job AVP Client Applications at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
Gannett Welsh & Kotler May 2000 - August 2010
Fidelity Investments 1998 - 2000
Skills
Alternative Investments, Business Analysis, Derivatives, Equities, Investment Management, Mutual Funds, Salesforce.com, Securities
Education
Old Dominion University
Bachelor of Arts (B.A.)
Wellington Management August 2010 - Present
Gannett Welsh & Kotler May 2000 - August 2010
Fidelity Investments 1998 - 2000
Skills
Alternative Investments, Business Analysis, Derivatives, Equities, Investment Management, Mutual Funds, Salesforce.com, Securities
Education
Old Dominion University
Bachelor of Arts (B.A.)
Steven Waltzer's Wellington Management Experience December 2011 - June 2012
Job Data Analyst
Industry Market Research
Experience
Strategy Analytics June 2013 - Present
Wellington Management December 2011 - June 2012
RINET Company, LLC January 2011 - July 2011
Bain & Company July 2010 - October 2010
Bain & Company January 2010 - June 2010
UJC May 2009 - August 2009
Skills
Investments, Accounting, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Data Analysis, Account Reconciliation, Management, Analysis
Education
Northeastern University 2008 — 2013
B.S. in Business Administration, Finance and Management with a minor in Economics
London School of Economics and Political Science 2012 — 2012
Summer School 2012, Alternative Investments & Game Theory
Strategy Analytics June 2013 - Present
Wellington Management December 2011 - June 2012
RINET Company, LLC January 2011 - July 2011
Bain & Company July 2010 - October 2010
Bain & Company January 2010 - June 2010
UJC May 2009 - August 2009
Skills
Investments, Accounting, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Data Analysis, Account Reconciliation, Management, Analysis
Education
Northeastern University 2008 — 2013
B.S. in Business Administration, Finance and Management with a minor in Economics
London School of Economics and Political Science 2012 — 2012
Summer School 2012, Alternative Investments & Game Theory
Padmani Khalsa's Wellington Management Experience June 2007 - December 2007
Job Budget Analyst at Boston Medical Center
Industry Financial Services
Experience
Boston Medical Center August 2013 - Present
Brown Brothers Harriman August 2011 - March 2013
JPMorgan Chase December 2009 - July 2011
Wellington Management June 2007 - December 2007
Northeastern News August 2005 - July 2007
Council for International Education Exchange January 2006 - July 2006
Skills
Fund Accounting, Bloomberg, Accounting, Financial Analysis, Financial Modeling, Mutual Funds, Corporate Actions, Hedge Funds, Fixed Income, Microsoft Excel, Financial Reporting, Derivatives, Account Reconciliation
Education
Northeastern University
Bachelor of Science, Business Administration; Finance & Entrepreneurship
Boston Medical Center August 2013 - Present
Brown Brothers Harriman August 2011 - March 2013
JPMorgan Chase December 2009 - July 2011
Wellington Management June 2007 - December 2007
Northeastern News August 2005 - July 2007
Council for International Education Exchange January 2006 - July 2006
Skills
Fund Accounting, Bloomberg, Accounting, Financial Analysis, Financial Modeling, Mutual Funds, Corporate Actions, Hedge Funds, Fixed Income, Microsoft Excel, Financial Reporting, Derivatives, Account Reconciliation
Education
Northeastern University
Bachelor of Science, Business Administration; Finance & Entrepreneurship
Noly (Mejia) Rivas's Wellington Management Experience June 2002 - December 2002
Job Payroll and Finance Administrator
Industry Investment Management
Experience
Standard Life Investments November 2013 - Present
The May Institute October 2004 - November 2013
Acadient Inc. June 2003 - December 2003
Wellington Management June 2002 - December 2002
WilmerHale 1997 - 2001
Hale and Dorr LLP 1997 - 2001
Skills
Training, Leadership, Nonprofits, Budgets, Time & Attendance, Payroll, Accounts Payable, Microsoft Office, Cash Management, Expense Management, Administrative..., Microsoft Excel, Financial Analysis, Outlook, Non-profits, PowerPoint, Customer Service, Budget, Microsoft Word, Staff Development, Data Analysis, PeopleSoft, Process Scheduler, Teamwork, Analysis, Time Management, Forecasting, Finance
Education
Umass Amherst-MBA 2010 — 2013
Master of Business Administration (MBA), MBA
Northeastern University 1999 — 2004
BSBA, Finance, Entrepreneurship
Standard Life Investments November 2013 - Present
The May Institute October 2004 - November 2013
Acadient Inc. June 2003 - December 2003
Wellington Management June 2002 - December 2002
WilmerHale 1997 - 2001
Hale and Dorr LLP 1997 - 2001
Skills
Training, Leadership, Nonprofits, Budgets, Time & Attendance, Payroll, Accounts Payable, Microsoft Office, Cash Management, Expense Management, Administrative..., Microsoft Excel, Financial Analysis, Outlook, Non-profits, PowerPoint, Customer Service, Budget, Microsoft Word, Staff Development, Data Analysis, PeopleSoft, Process Scheduler, Teamwork, Analysis, Time Management, Forecasting, Finance
Education
Umass Amherst-MBA 2010 — 2013
Master of Business Administration (MBA), MBA
Northeastern University 1999 — 2004
BSBA, Finance, Entrepreneurship
Lucas Greene's Wellington Management Experience March 2006 - Present
Job Senior Software Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management March 2006 - Present
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Computer Science
Wellington Management March 2006 - Present
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Computer Science
Laurie Deaton, CFA's Wellington Management Experience April 2000 - March 2008
Job Director at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Kayne Anderson Rudnick March 2014 - Present
Hall Capital Partners LLC August 2011 - December 2013
Loomis, Sayles & Company April 2008 - July 2011
Wellington Management April 2000 - March 2008
Oppenheimer Capital April 1997 - March 2000
Barrow, Hanley Mewhinney and Strauss February 1995 - February 1997
Pacific Enterprises/Southern California Gas Company October 1989 - February 1994
Skills
Asset Allocation, Asset Managment, Hedge Funds, Investment Management, Investments, Alternative Investments, Equities, Investment Strategies, Series 7, Finance, Valuation, Portfolio Management, Asset Management, Fund Of Funds, Capital Markets, Private Equity, Retirement, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Investment Advisory, Bloomberg
Education
Pepperdine University
BS, Business
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Paramathma Kasam's Wellington Management Experience 2005 - 2011
Job Project Manager at Wipro Technologies
Industry Renewables & Environment
Experience
Wipro Technologies July 2000 - Present
Citi March 2011 - June 2013
Wellington Management 2005 - 2011
Southern Company February 2003 - December 2005
Digitech Informations Systems, Hyderabad 1998 - 2000
Skills
Software Project..., ETL, SDLC, Oracle, Databases, Data Warehousing, Java, Software Development, Program Management, Business Analysis, Agile Methodologies, PL/SQL, Project Management, Requirements Analysis, Solution Architecture
Education
Osmania University 1995 — 1998
PG, MCA
Wipro Technologies July 2000 - Present
Citi March 2011 - June 2013
Wellington Management 2005 - 2011
Southern Company February 2003 - December 2005
Digitech Informations Systems, Hyderabad 1998 - 2000
Skills
Software Project..., ETL, SDLC, Oracle, Databases, Data Warehousing, Java, Software Development, Program Management, Business Analysis, Agile Methodologies, PL/SQL, Project Management, Requirements Analysis, Solution Architecture
Education
Osmania University 1995 — 1998
PG, MCA
Kevin Sacco's Wellington Management Experience 2005 - 2006
Job Service Desk Manager and ERP Architect at WWPASS
Industry Information Technology and Services
Experience
WWPASS Corporation July 2011 - January 2013
Merrimack College April 2010 - July 2011
Babson College 2008 - 2010
HiWired 2006 - 2008
Wellington Management 2005 - 2006
Intel Corporation 1995 - 2004
United States Navy 1991 - 1995
Education
Fitchburg State University 2013 — 2015
Master of Business Administration (MBA)
University of Phoenix 1998 — 2001
BS, Business Information Systems
Onondaga Community College 1989 — 1991
AA, Math and Science
WWPASS Corporation July 2011 - January 2013
Merrimack College April 2010 - July 2011
Babson College 2008 - 2010
HiWired 2006 - 2008
Wellington Management 2005 - 2006
Intel Corporation 1995 - 2004
United States Navy 1991 - 1995
Education
Fitchburg State University 2013 — 2015
Master of Business Administration (MBA)
University of Phoenix 1998 — 2001
BS, Business Information Systems
Onondaga Community College 1989 — 1991
AA, Math and Science
Paul Habib's Wellington Management Experience January 2011 - July 2011
Job Business Consultant at Eze Software Group
Industry Investment Management
Experience
Eze Software Group September 2013 - Present
Eze Castle Software January 2012 - August 2013
Northeastern University September 2007 - February 2012
Wellington Management January 2011 - July 2011
MFS Investment Management January 2009 - July 2009
Skills
Series 7, Quality Center, SQL, Visual Basic, Risk Management, Quantitative Analytics, Insurance, Change Management, Investments, Teamwork, Strategic Financial..., Fixed Income, Business Strategy, PowerPoint, Social Media, Finance, Microsoft Excel, Equities, Due Diligence, Mutual Funds, Banking, Portfolio Management, Unix, Economics, Quality Assurance, Microsoft Office, Financial Analysis, Process Improvement, Trading, Securities, Access, HTML, VBA, Research, Investment Strategies, Team Leadership, Financial Services, Management, Financial Modeling, Financial Reporting, Corporate Finance, Java, Visio, Software Documentation, Valuation, Analysis, Outlook, Oracle, Hedge Funds, SDLC
Education
Northeastern University 2007 — 2011
BS, Finance and MIS
Eze Software Group September 2013 - Present
Eze Castle Software January 2012 - August 2013
Northeastern University September 2007 - February 2012
Wellington Management January 2011 - July 2011
MFS Investment Management January 2009 - July 2009
Skills
Series 7, Quality Center, SQL, Visual Basic, Risk Management, Quantitative Analytics, Insurance, Change Management, Investments, Teamwork, Strategic Financial..., Fixed Income, Business Strategy, PowerPoint, Social Media, Finance, Microsoft Excel, Equities, Due Diligence, Mutual Funds, Banking, Portfolio Management, Unix, Economics, Quality Assurance, Microsoft Office, Financial Analysis, Process Improvement, Trading, Securities, Access, HTML, VBA, Research, Investment Strategies, Team Leadership, Financial Services, Management, Financial Modeling, Financial Reporting, Corporate Finance, Java, Visio, Software Documentation, Valuation, Analysis, Outlook, Oracle, Hedge Funds, SDLC
Education
Northeastern University 2007 — 2011
BS, Finance and MIS
Pat McCormick's Wellington Management Experience 1985 - 1987
Job IT Director at Drew Eckl & Farnham
Industry Law Practice
Experience
Drew Eckl & Farnham July 2014 - Present
Carlock, Copeland & Stair, LLP February 2013 - August 2014
Morris, Manning & Martin, LLP April 2001 - January 2013
Deloitte March 1999 - April 2001
Wellington Management 1985 - 1987
Skills
Contract Negotiation, XP, Litigation Support, Data Privacy, Software Licensing, System Administration, Intellectual Property, Telcoms, Infrastructure Services, Management, Corporate Law, Leadership, IT Service Management, Mergers & Acquisitions, Strategic Planning
Education
Northeastern University 1984 — 1987
BS, Management Information Systems, General
Drew Eckl & Farnham July 2014 - Present
Carlock, Copeland & Stair, LLP February 2013 - August 2014
Morris, Manning & Martin, LLP April 2001 - January 2013
Deloitte March 1999 - April 2001
Wellington Management 1985 - 1987
Skills
Contract Negotiation, XP, Litigation Support, Data Privacy, Software Licensing, System Administration, Intellectual Property, Telcoms, Infrastructure Services, Management, Corporate Law, Leadership, IT Service Management, Mergers & Acquisitions, Strategic Planning
Education
Northeastern University 1984 — 1987
BS, Management Information Systems, General
Sandra Hillcoat's Wellington Management Experience January 2000 - February 2005
Job at
Industry Hospitality
Experience
esbe Designs March 2014 - Present
Willow House September 2005 - Present
Tourism Cares March 2006 - March 2009
Wellington Management January 2000 - February 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Hotel, Motel, and Restaurant Management
Northeastern University 1987 — 1988
Business Management, Business
esbe Designs March 2014 - Present
Willow House September 2005 - Present
Tourism Cares March 2006 - March 2009
Wellington Management January 2000 - February 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Hotel, Motel, and Restaurant Management
Northeastern University 1987 — 1988
Business Management, Business
Kenneth Ciriello's Wellington Management Experience July 2007 - Present
Job Fixed Income Trader at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2007 - Present
Wellington Management June 2000 - July 2007
Commerzbank AG April 1999 - August 1999
Deutsche Bank July 1998 - March 1999
Liberty Mutual Insurance 1997 - 1998
Skills
Fixed Income trading, Equity Derivatives, Equity Trading, Consulting, Front to Back Office, Global Custody, 2a-7, Options Strategies, Hedge Funds, Separately Managed..., Institutional Investors, Private Client Work, 1940 Act, Dark Pools, Commodity Markets, Back Office, Custody Operations, Futures Trading, Repo, Electronic Trading, Chartered Financial..., Bloomberg Terminal, Trade Web, Microsoft Office, MRA, Triparty, Money Market Funds, Endowments, Mutual Funds, Fundamental Analysis, Trading, Institutional..., Fixed Income, Money Market, Bloomberg
Education
Suffolk University - Sawyer School of Management 1999 — 2000
Master of Business Administration (MBA), Finance, General
Providence College 1988 — 1992
Bachelor of Science (BS), Accounting
Wellington Management July 2007 - Present
Wellington Management June 2000 - July 2007
Commerzbank AG April 1999 - August 1999
Deutsche Bank July 1998 - March 1999
Liberty Mutual Insurance 1997 - 1998
Skills
Fixed Income trading, Equity Derivatives, Equity Trading, Consulting, Front to Back Office, Global Custody, 2a-7, Options Strategies, Hedge Funds, Separately Managed..., Institutional Investors, Private Client Work, 1940 Act, Dark Pools, Commodity Markets, Back Office, Custody Operations, Futures Trading, Repo, Electronic Trading, Chartered Financial..., Bloomberg Terminal, Trade Web, Microsoft Office, MRA, Triparty, Money Market Funds, Endowments, Mutual Funds, Fundamental Analysis, Trading, Institutional..., Fixed Income, Money Market, Bloomberg
Education
Suffolk University - Sawyer School of Management 1999 — 2000
Master of Business Administration (MBA), Finance, General
Providence College 1988 — 1992
Bachelor of Science (BS), Accounting
Nick Nunes's Wellington Management Experience February 2011 - Present
Job Compliance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2011 - Present
Income Research & Management March 2010 - February 2011
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Criminal Justice and Corrections
Wellington Management February 2011 - Present
Income Research & Management March 2010 - February 2011
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Criminal Justice and Corrections
Lucretia Zhao's Wellington Management Experience April 2013 - Present
Job Portfolio Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Morgan Stanley June 2012 - April 2013
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Valuation, Derivatives, Matlab, R, Investments, Economics, Hedge Funds, VBA
Education
Princeton University
Master in Finance
University of Rochester
Bachelor's Degree
Wellington Management April 2013 - Present
Morgan Stanley June 2012 - April 2013
Skills
Fixed Income, Equities, Financial Modeling, Bloomberg, Valuation, Derivatives, Matlab, R, Investments, Economics, Hedge Funds, VBA
Education
Princeton University
Master in Finance
University of Rochester
Bachelor's Degree
Melissa Matinzi's Wellington Management Experience January 2000 - March 2001
Job Programming Coordinator at PACTV
Industry Telecommunications
Experience
PACTV April 2011 - Present
PACTV May 2003 - Present
Wellington Management January 2000 - March 2001
Paine Webber October 1997 - January 2000
Skills
Project Management, Program Management, Telecommunications, Project Planning, Leadership, Digital Media, Broadcast, Product Management, Event Planning, Event Management, Vendor Management
Education
University of Massachusetts Boston 1988 — 1990
BS, Management
Northeastern University 1985 — 1988
PACTV April 2011 - Present
PACTV May 2003 - Present
Wellington Management January 2000 - March 2001
Paine Webber October 1997 - January 2000
Skills
Project Management, Program Management, Telecommunications, Project Planning, Leadership, Digital Media, Broadcast, Product Management, Event Planning, Event Management, Vendor Management
Education
University of Massachusetts Boston 1988 — 1990
BS, Management
Northeastern University 1985 — 1988
Sally Mark-Wenger's Wellington Management Experience May 2004 - Present
Job Assistant Vice President, Wellington Management Company
Industry Investment Management
Experience
Wellington Management May 2004 - Present
Skills
Equities
Education
Northeastern University
Wellington Management May 2004 - Present
Skills
Equities
Education
Northeastern University
Andres F Henao's Wellington Management Experience 2011 - 2013
Job Senior Business Analyst at SimCorp
Industry Information Technology and Services
Experience
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Hongtao Guo's Wellington Management Experience 2007 - 2007
Job Professor at Salem State University
Industry Higher Education
Experience
Salem State University 2010 - Present
The Brattle Group 2008 - 2010
Boston College 2007 - 2009
Wellington Management 2007 - 2007
Brandeis University 2007 - 2007
Baruch College 2001 - 2007
Skills
Higher Education, Student Development, Student Affairs, University Teaching, Financial Accounting, Accounting Based..., Forensic Accounting, Complex Tax Transactions
Education
Peking University
Bachelor's Degree, Economics
Renmin University of China
Master's Degree, International Economics
University of Illinois at Urbana-Champaign
Doctor of Philosophy (Ph.D.), Accounting
Salem State University 2010 - Present
The Brattle Group 2008 - 2010
Boston College 2007 - 2009
Wellington Management 2007 - 2007
Brandeis University 2007 - 2007
Baruch College 2001 - 2007
Skills
Higher Education, Student Development, Student Affairs, University Teaching, Financial Accounting, Accounting Based..., Forensic Accounting, Complex Tax Transactions
Education
Peking University
Bachelor's Degree, Economics
Renmin University of China
Master's Degree, International Economics
University of Illinois at Urbana-Champaign
Doctor of Philosophy (Ph.D.), Accounting
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC