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
Derek Pearson Derek Pearson's Wellington Management Experience December 2012 - January 2014
Job Senior AV Engineer at Novartis Insitutes for BioMedical Research
Industry Information Technology and Services
Experience
Novartis Insitutes for BioMedical Research April 2014 - Present
Wellington Management December 2012 - January 2014
Wellington Management December 2009 - December 2012
Wellington Management December 2006 - December 2009
Suffolk University July 2005 - December 2006
Suffolk University February 2005 - December 2006
Skills
Project Management, Integration, Process Improvement, Strategic Planning, Video Conferencing, IT Strategy, Technical Training, Hands-on Training, Instructor-led Training, Instructional Technology, AV, Video Editing, Training, Leadership, Cross-functional Team..., Cloud Computing, Enterprise Software, Managed Services, Telecommunications, Unified Communications, VoIP, Networking, Video, Troubleshooting, Solution Selling
Education
Suffolk University 2001 — 2003
Master's degree, Public Administration
Suffolk University
Bachelor of Science (BS), Communication and Journalism
Novartis Insitutes for BioMedical Research April 2014 - Present
Wellington Management December 2012 - January 2014
Wellington Management December 2009 - December 2012
Wellington Management December 2006 - December 2009
Suffolk University July 2005 - December 2006
Suffolk University February 2005 - December 2006
Skills
Project Management, Integration, Process Improvement, Strategic Planning, Video Conferencing, IT Strategy, Technical Training, Hands-on Training, Instructor-led Training, Instructional Technology, AV, Video Editing, Training, Leadership, Cross-functional Team..., Cloud Computing, Enterprise Software, Managed Services, Telecommunications, Unified Communications, VoIP, Networking, Video, Troubleshooting, Solution Selling
Education
Suffolk University 2001 — 2003
Master's degree, Public Administration
Suffolk University
Bachelor of Science (BS), Communication and Journalism
Peter D. Tedeschi Peter D. Tedeschi's Wellington Management Experience March 1992 - March 1997
Job President & CEO at Tedeschi Food Shops
Industry Retail
Experience
Tedeschi Food Shops July 2008 - Present
Putnam Investments March 1997 - June 2008
Wellington Management March 1992 - March 1997
Skills
Merchandising, Team Building, Operations Management, Retail, Strategic Planning, Budgets, Sales, Sales Management, P&L Management, Management, Marketing Strategy, Forecasting, Income Statement, Profit, Leadership, Inventory Management, Vendor Management, Team Leadership, Account Management, Marketing, Contract Negotiation, Business Planning, Negotiation, Pricing, Cross-functional Team..., Customer Service, P&L, New Business Development, Purchasing, Strategy, Inventory Control
Education
Stonehill College 1978 — 1982
BA, Political Science/Computer Science
Thayer Academy 1974 — 1978
Tedeschi Food Shops July 2008 - Present
Putnam Investments March 1997 - June 2008
Wellington Management March 1992 - March 1997
Skills
Merchandising, Team Building, Operations Management, Retail, Strategic Planning, Budgets, Sales, Sales Management, P&L Management, Management, Marketing Strategy, Forecasting, Income Statement, Profit, Leadership, Inventory Management, Vendor Management, Team Leadership, Account Management, Marketing, Contract Negotiation, Business Planning, Negotiation, Pricing, Cross-functional Team..., Customer Service, P&L, New Business Development, Purchasing, Strategy, Inventory Control
Education
Stonehill College 1978 — 1982
BA, Political Science/Computer Science
Thayer Academy 1974 — 1978
RaeKyu Park RaeKyu Park's Wellington Management Experience June 2013 - Present
Job Graphic Designer at Wellington Management
Industry Design
Experience
Wellington Management June 2013 - Present
Kidult Museum June 2013 - Present
Spring of Boston July 2012 - Present
New Balance June 2012 - August 2012
Thomas Acupuncture & Herb Clinic May 2012 - June 2012
Syracuse University September 2010 - June 2012
Washington Spiritual Awakening March 2009 - September 2010
Skills
Marker Rendering, Translation, Drawing, Sketching, Rendering, Ideation, Wood, Industrial Design, Sculpture, Model Making, Adobe Creative Suite, Solidworks, InDesign, Research Design, Illustrator, Concept Development, Photoshop, Modeling, Interaction Design, Graphic Design, Microsoft Office, PowerPoint, Product Design, Rapid Prototyping, Word, Prototyping, Graphics, Research, Storyboarding, Creative Problem Solving, Product Development, Layout, Adobe Acrobat, Visualization, Prototype, Design Strategy
Education
Syracuse University 2007 — 2012
Bachelor of Industrial and Design, Industrial and Interaction Design
Wellington Management June 2013 - Present
Kidult Museum June 2013 - Present
Spring of Boston July 2012 - Present
New Balance June 2012 - August 2012
Thomas Acupuncture & Herb Clinic May 2012 - June 2012
Syracuse University September 2010 - June 2012
Washington Spiritual Awakening March 2009 - September 2010
Skills
Marker Rendering, Translation, Drawing, Sketching, Rendering, Ideation, Wood, Industrial Design, Sculpture, Model Making, Adobe Creative Suite, Solidworks, InDesign, Research Design, Illustrator, Concept Development, Photoshop, Modeling, Interaction Design, Graphic Design, Microsoft Office, PowerPoint, Product Design, Rapid Prototyping, Word, Prototyping, Graphics, Research, Storyboarding, Creative Problem Solving, Product Development, Layout, Adobe Acrobat, Visualization, Prototype, Design Strategy
Education
Syracuse University 2007 — 2012
Bachelor of Industrial and Design, Industrial and Interaction Design
Bill LeBlanc Bill LeBlanc's Wellington Management Experience November 2007 - November 2008
Job Global Technology Director at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters May 2014 - Present
Thomson Reuters September 2009 - April 2014
Thomson Reuters November 2008 - September 2009
Wellington Management November 2007 - November 2008
Thomson Reuters November 2004 - November 2007
Thomson Reuters July 1994 - November 2004
Skills
Market Data, Trading Systems, TIBCO, Enterprise Software, Enterprise Architecture, Unix, Architectures, RMDS, Architecture, Salesforce.com, Sales Enablement, TIBCO Rendezvous, Databases, Management, Solution Architecture, Electronic Trading, Reference Data, TREP-RT, Enterprise Solution..., Testing, Cross-functional Team..., Strate, Team Leadership, Project Management, Product Sales and..., Requirements Analysis, Pre-sales, VMware, Linux, Servers, TCP/IP, Professional Services
Education
State University of New York at Stony Brook 1991 — 1992
Master's degree, Electrical Engineering/Computer Engineering
State University of New York at Stony Brook 1991 — 1992
Bachelor of Science (BS), Electircal Engineering/Computer Science Majors
Thomson Reuters May 2014 - Present
Thomson Reuters September 2009 - April 2014
Thomson Reuters November 2008 - September 2009
Wellington Management November 2007 - November 2008
Thomson Reuters November 2004 - November 2007
Thomson Reuters July 1994 - November 2004
Skills
Market Data, Trading Systems, TIBCO, Enterprise Software, Enterprise Architecture, Unix, Architectures, RMDS, Architecture, Salesforce.com, Sales Enablement, TIBCO Rendezvous, Databases, Management, Solution Architecture, Electronic Trading, Reference Data, TREP-RT, Enterprise Solution..., Testing, Cross-functional Team..., Strate, Team Leadership, Project Management, Product Sales and..., Requirements Analysis, Pre-sales, VMware, Linux, Servers, TCP/IP, Professional Services
Education
State University of New York at Stony Brook 1991 — 1992
Master's degree, Electrical Engineering/Computer Engineering
State University of New York at Stony Brook 1991 — 1992
Bachelor of Science (BS), Electircal Engineering/Computer Science Majors
Sharifa Chang-Nichols Sharifa Chang-Nichols's Wellington Management Experience September 1999 - August 2003
Job Account Manager experienced in increasing revenue through strong data analysis and relationship mgmt.
Industry Internet
Experience
Nextag June 2015 - Present
Become.com March 2014 - March 2015
Flashbay Inc March 2012 - March 2014
LivingFabric.com September 2009 - January 2012
Morgan Stanley Smith Barney September 2007 - July 2009
Morgan Stanley Smith Barney December 2005 - September 2007
State Farm Insurance July 2004 - November 2005
Wellington Management September 1999 - August 2003
Skills
Sales, Salesforce.com, Marketing Strategy, Product Marketing, Customer Service, Market Research, Business Development, Project Management, Business Analysis, Microsoft Office, E-commerce, Vendor Management, Email Marketing, CRM, Social Media Marketing, Social Media, Marketing Communications, Financial Analysis, Digital Marketing, SEO, Bloomberg Terminal, Product Management, Process Improvement, NetSuite, Management, Advertising, Leadership, Strategic Planning
Education
Suffolk University - Sawyer Business School 1999 — 2001
BS, Computer Information Systems
Nextag June 2015 - Present
Become.com March 2014 - March 2015
Flashbay Inc March 2012 - March 2014
LivingFabric.com September 2009 - January 2012
Morgan Stanley Smith Barney September 2007 - July 2009
Morgan Stanley Smith Barney December 2005 - September 2007
State Farm Insurance July 2004 - November 2005
Wellington Management September 1999 - August 2003
Skills
Sales, Salesforce.com, Marketing Strategy, Product Marketing, Customer Service, Market Research, Business Development, Project Management, Business Analysis, Microsoft Office, E-commerce, Vendor Management, Email Marketing, CRM, Social Media Marketing, Social Media, Marketing Communications, Financial Analysis, Digital Marketing, SEO, Bloomberg Terminal, Product Management, Process Improvement, NetSuite, Management, Advertising, Leadership, Strategic Planning
Education
Suffolk University - Sawyer Business School 1999 — 2001
BS, Computer Information Systems
Tammi Marte, MBA Tammi Marte, MBA's Wellington Management Experience September 2011 - Present
Job Business Development Admin at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2011 - Present
Bulger Capital Partners March 2010 - July 2011
Parents Forum March 2010 - October 2010
Bulger Capital Partners, LLC February 2007 - March 2010
Lucky 7 Promotions December 2006 - February 2007
Toward Independent Living and Learning November 2004 - December 2006
Toward Independent Living and Learning February 2004 - November 2004
Skills
Research, Leadership, Event Management, Training, Public Relations, Marketing, Management, Budgets, Customer Service, Strategic Planning, Teamwork, Financial Analysis, Fundraising, Data Analysis, Event Planning, Non-profits, Recruiting, Proposal Writing
Education
Simmons College - Simmons School of Management 2007 — 2010
MBA
University of Massachusetts Lowell 1999 — 2004
Bachelor of Arts, Psychology
Wellington Management September 2011 - Present
Bulger Capital Partners March 2010 - July 2011
Parents Forum March 2010 - October 2010
Bulger Capital Partners, LLC February 2007 - March 2010
Lucky 7 Promotions December 2006 - February 2007
Toward Independent Living and Learning November 2004 - December 2006
Toward Independent Living and Learning February 2004 - November 2004
Skills
Research, Leadership, Event Management, Training, Public Relations, Marketing, Management, Budgets, Customer Service, Strategic Planning, Teamwork, Financial Analysis, Fundraising, Data Analysis, Event Planning, Non-profits, Recruiting, Proposal Writing
Education
Simmons College - Simmons School of Management 2007 — 2010
MBA
University of Massachusetts Lowell 1999 — 2004
Bachelor of Arts, Psychology
Philip Picillo Philip Picillo's Wellington Management Experience April 2015 - Present
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
Santander Bank, N.A. December 2013 - April 2015
Sovereign Bank N.A. October 2011 - December 2013
SANTANDER GLOBAL BANKING AND MARKETS July 2013 - October 2013
Sovereign Bank December 2009 - October 2011
Sovereign Bank June 2007 - December 2009
Sovereign Bank June 2003 - June 2007
Skills
Portfolio Management, Banking, Credit, Loans, Commercial Banking, Commercial Lending, Credit Risk, Small Business Lending, Capital Markets, Loan Origination, Risk Management, Series 7, Summit, Murex, Bloomberg, Swift Alliance, Microsoft Office, Derivatives, Trading, Valuation, Swaps, Middle Office, Fixed Income, Operational Risk, Funding, Financial Markets, Settlement, Hedging, Financial Services, FX Options
Education
Southern New Hampshire University 2004 — 2007
Bachelors, Communications
Wellington Management April 2015 - Present
Santander Bank, N.A. December 2013 - April 2015
Sovereign Bank N.A. October 2011 - December 2013
SANTANDER GLOBAL BANKING AND MARKETS July 2013 - October 2013
Sovereign Bank December 2009 - October 2011
Sovereign Bank June 2007 - December 2009
Sovereign Bank June 2003 - June 2007
Skills
Portfolio Management, Banking, Credit, Loans, Commercial Banking, Commercial Lending, Credit Risk, Small Business Lending, Capital Markets, Loan Origination, Risk Management, Series 7, Summit, Murex, Bloomberg, Swift Alliance, Microsoft Office, Derivatives, Trading, Valuation, Swaps, Middle Office, Fixed Income, Operational Risk, Funding, Financial Markets, Settlement, Hedging, Financial Services, FX Options
Education
Southern New Hampshire University 2004 — 2007
Bachelors, Communications
stefani Stefani Mitchell stefani Stefani Mitchell's Wellington Management Experience March 2011 - Present
Job activity director at Sunrise Senior Living
Industry Investment Management
Experience
Wellington Management March 2011 - Present
Skills
Fundraising, Event Planning, Microsoft Excel, Non-profits, Public Speaking, PowerPoint, Microsoft Office, Research, Microsoft Word, Philanthropy, Outlook, Event Management, Customer Service, Volunteer Management, Endowments, Social Media, Community Outreach, Data Analysis, Leadership, Budgets
Education
SUNY Cortland 2004 — 2006
Bachelor's degree, Parks, Recreation and Leisure Studies
Wellington Management March 2011 - Present
Skills
Fundraising, Event Planning, Microsoft Excel, Non-profits, Public Speaking, PowerPoint, Microsoft Office, Research, Microsoft Word, Philanthropy, Outlook, Event Management, Customer Service, Volunteer Management, Endowments, Social Media, Community Outreach, Data Analysis, Leadership, Budgets
Education
SUNY Cortland 2004 — 2006
Bachelor's degree, Parks, Recreation and Leisure Studies
Taisia Lowe Taisia Lowe's Wellington Management Experience June 2015 - Present
Job Compliance Analyst at Wellington Management Company
Industry Banking
Experience
Wellington Management June 2015 - Present
State Street January 2014 - May 2015
State Street February 2011 - January 2014
JPMorgan Chase August 2008 - February 2011
Skills
Finance, Financial Services, Investments, Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Mutual Funds, Bloomberg, Accounting, Cash Management, Budgets, Portfolio Management, Forecasting, Equities
Education
Simmons College - Simmons School of Management 2007 — 2010
Masters, MBA
Wellington Management June 2015 - Present
State Street January 2014 - May 2015
State Street February 2011 - January 2014
JPMorgan Chase August 2008 - February 2011
Skills
Finance, Financial Services, Investments, Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Mutual Funds, Bloomberg, Accounting, Cash Management, Budgets, Portfolio Management, Forecasting, Equities
Education
Simmons College - Simmons School of Management 2007 — 2010
Masters, MBA
Aubrey Lindh's Wellington Management Experience October 2009 - March 2011
Job Assistant to the Senior Vice President at Pennrose Properties, LLC
Industry Investment Management
Experience
Pennrose Properties, LLC March 2011 - Present
Wellington Management October 2009 - March 2011
Beach Investment Counsel, Inc. August 2003 - September 2009
Enterprise Rent a Car May 2002 - February 2003
Skills
Microsoft Excel, Administrative..., PowerPoint, Customer Satisfaction, Marketing, Budgets, CRM, Event Planning, Office Administration, Time Management, Team Building, Management, Sales, Customer Service, Strategic Planning, Leadership, New Business Development
Education
Shippensburg University of Pennsylvania 1997 — 2001
BA, Communications Journalism/Public Relations
Pennrose Properties, LLC March 2011 - Present
Wellington Management October 2009 - March 2011
Beach Investment Counsel, Inc. August 2003 - September 2009
Enterprise Rent a Car May 2002 - February 2003
Skills
Microsoft Excel, Administrative..., PowerPoint, Customer Satisfaction, Marketing, Budgets, CRM, Event Planning, Office Administration, Time Management, Team Building, Management, Sales, Customer Service, Strategic Planning, Leadership, New Business Development
Education
Shippensburg University of Pennsylvania 1997 — 2001
BA, Communications Journalism/Public Relations
Katharina Knapp Katharina Knapp's Wellington Management Experience November 1993 - January 1997
Job VP, Personal Trading Compliance Specialist at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company Global Custody AccountantInvestors Bank & TrustJanuary 1997 - December 1998
Wellington Management November 1993 - January 1997
Skills
Trading, Fixed Income, Mutual Funds, Investment Management, Hedge Funds, Securities, Bloomberg, Public Speaking, Equities, Asset Management, Alternative Investments, Bonds
Education
Stonehill College 1988 — 1992
Bachelors, Psychology
Notre Dame Academy 1984 — 1988
Loomis, Sayles & Company Global Custody AccountantInvestors Bank & TrustJanuary 1997 - December 1998
Wellington Management November 1993 - January 1997
Skills
Trading, Fixed Income, Mutual Funds, Investment Management, Hedge Funds, Securities, Bloomberg, Public Speaking, Equities, Asset Management, Alternative Investments, Bonds
Education
Stonehill College 1988 — 1992
Bachelors, Psychology
Notre Dame Academy 1984 — 1988
Alice Singh, CFA's Wellington Management Experience August 2007 - November 2007
Job Associate at C.M. Capital Advisors
Industry Investment Management
Experience
C.M. Capital Advisors March 2015 - Present
University of California October 2014 - March 2015
J.P. Morgan Private Bank June 2013 - August 2013
Cambridge Associates January 2008 - August 2012
Wellington Management August 2007 - November 2007
South Shore Charter Public School August 2005 - June 2007
Skills
Investments, Asset Allocation, Valuation, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Venture Capital, Data Analysis, Bloomberg, Portfolio Management, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
HKUST
University of California, Berkeley 2003 — 2005
MA, Developmental Teacher Education
Stanford University 1997 — 2001
BA, Comparative Literature Major, Spanish Minor
C.M. Capital Advisors March 2015 - Present
University of California October 2014 - March 2015
J.P. Morgan Private Bank June 2013 - August 2013
Cambridge Associates January 2008 - August 2012
Wellington Management August 2007 - November 2007
South Shore Charter Public School August 2005 - June 2007
Skills
Investments, Asset Allocation, Valuation, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Venture Capital, Data Analysis, Bloomberg, Portfolio Management, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
HKUST
University of California, Berkeley 2003 — 2005
MA, Developmental Teacher Education
Stanford University 1997 — 2001
BA, Comparative Literature Major, Spanish Minor
Marianne K. Batgos Marianne K. Batgos's Wellington Management Experience April 2011 - Present
Job VP Fixed Income Syndicate @ Wellington Management
Industry Investment Management
Experience
Wellington Management April 2011 - Present
Wellington Management July 1982 - Present
Drexel Burnham Lambert July 1981 - July 1982
Skills
High Yield, Credit Derivatives
Education
Simmons College
Wellington Management April 2011 - Present
Wellington Management July 1982 - Present
Drexel Burnham Lambert July 1981 - July 1982
Skills
High Yield, Credit Derivatives
Education
Simmons College
Laura Floyd Laura Floyd's Wellington Management Experience February 2000 - April 2004
Job Researcher, writer, coordinator
Industry Financial Services
Experience
Edit Your Life podcast July 2015 - Present
Boston Mamas June 2015 - Present
Monument Group Wealth Advisors, LLC January 2014 - September 2015
Laura Floyd Events, LLC August 2012 - December 2013
Wellington Management February 2000 - April 2004
Wellington Management March 1998 - January 2000
Skills
Event Planning, Research, CRM, Business Development, Event Management, Time Management, Marketing
Education
Smith College 1993 — 1997
BA, Sociology, Economics, Urban Studies
Edit Your Life podcast July 2015 - Present
Boston Mamas June 2015 - Present
Monument Group Wealth Advisors, LLC January 2014 - September 2015
Laura Floyd Events, LLC August 2012 - December 2013
Wellington Management February 2000 - April 2004
Wellington Management March 1998 - January 2000
Skills
Event Planning, Research, CRM, Business Development, Event Management, Time Management, Marketing
Education
Smith College 1993 — 1997
BA, Sociology, Economics, Urban Studies
Taylor Whelan's Wellington Management Experience June 2012 - October 2014
Job Investment Advisor at Whelan Financial
Industry Financial Services
Experience
Whelan Financial November 2014 - Present
Wellington Management June 2012 - October 2014
Wellington Management March 2011 - June 2012
Taylor Consulting and Contracting February 2011 - March 2011
Whelan Financial August 2008 - January 2011
Adobe Lodge January 2007 - June 2008
Education
Santa Clara University 2004 — 2008
Bachelor's Degree, Philosophy
Whelan Financial November 2014 - Present
Wellington Management June 2012 - October 2014
Wellington Management March 2011 - June 2012
Taylor Consulting and Contracting February 2011 - March 2011
Whelan Financial August 2008 - January 2011
Adobe Lodge January 2007 - June 2008
Education
Santa Clara University 2004 — 2008
Bachelor's Degree, Philosophy
Daven Natarajan Daven Natarajan's Wellington Management Experience June 2013 - January 2014
Job Candidate for Bachelor of Science in International Business at Northeastern University
Industry Financial Services
Experience
Northeastern University September 2011 - Present
Wellington Management June 2013 - January 2014
Zeta Beta Tau - Gamma Psi January 2013 - January 2014
Zeta Beta Tau - Gamma Psi March 2012 - January 2014
Robert W. Baird & Co. July 2012 - September 2012
Skills
Teamwork, Microsoft Excel, Marketing Strategy, Highly Adaptable, Innovative Problem..., Independent Thinker, Team Player, Excel, People Skills, Highly Analytical, Information Processing, Organized, Business Relationship..., Tech Savvy, Diligent, High Pressure..., Communication, Thrive in..., Critical Thinking, Investments, Securities, Private Equity, Bloomberg Terminal, Alternative Investments, Business Strategy, Institutional..., Entrepreneurship, Economics, Fixed Income, Value Investing
Education
Northeastern University - D'Amore McKim School of Business 2011 — 2015
International Business, Dual Concentration: Finance and International Affairs, Middler
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Sarasota Military Academy 2008 — 2011
High School
Northeastern University September 2011 - Present
Wellington Management June 2013 - January 2014
Zeta Beta Tau - Gamma Psi January 2013 - January 2014
Zeta Beta Tau - Gamma Psi March 2012 - January 2014
Robert W. Baird & Co. July 2012 - September 2012
Skills
Teamwork, Microsoft Excel, Marketing Strategy, Highly Adaptable, Innovative Problem..., Independent Thinker, Team Player, Excel, People Skills, Highly Analytical, Information Processing, Organized, Business Relationship..., Tech Savvy, Diligent, High Pressure..., Communication, Thrive in..., Critical Thinking, Investments, Securities, Private Equity, Bloomberg Terminal, Alternative Investments, Business Strategy, Institutional..., Entrepreneurship, Economics, Fixed Income, Value Investing
Education
Northeastern University - D'Amore McKim School of Business 2011 — 2015
International Business, Dual Concentration: Finance and International Affairs, Middler
State College of Florida-Manatee-Sarasota 2009 — 2011
Associate of Science (AS), Business Administration and Management, General
Sarasota Military Academy 2008 — 2011
High School
Belinda Cavazos Belinda Cavazos's Wellington Management Experience 2002 - 2012
Job Senior Financial Analyst at Boston Trust & Investment Management
Industry Investment Management
Experience
Boston Trust & Investment Management Company 2013 - Present
Wellington Management 2002 - 2012
Brandes Investment Partners 2001 - 2001
Morgan Stanley 1998 - 2000
J.P. Morgan 1997 - 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Investments, Investment Banking, Equity Research, Equity Valuation, Consumer Products, Valuation Modeling, DCF Valuation, Cash Flow Reporting, Equity Capital Markets, Stock Picking, Latin American Business, Investment Management, Asset Managment, Emerging Markets, Company Valuation, Investment Advisory, Foreign Investment, Investment Strategies, Cash Flow Forecasting, Client Development, Asset Allocation
Education
Stanford Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Yale University 1993 — 1997
B.A. with Distinction
Boston Trust & Investment Management Company 2013 - Present
Wellington Management 2002 - 2012
Brandes Investment Partners 2001 - 2001
Morgan Stanley 1998 - 2000
J.P. Morgan 1997 - 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Investments, Investment Banking, Equity Research, Equity Valuation, Consumer Products, Valuation Modeling, DCF Valuation, Cash Flow Reporting, Equity Capital Markets, Stock Picking, Latin American Business, Investment Management, Asset Managment, Emerging Markets, Company Valuation, Investment Advisory, Foreign Investment, Investment Strategies, Cash Flow Forecasting, Client Development, Asset Allocation
Education
Stanford Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Yale University 1993 — 1997
B.A. with Distinction
Kaitlin Troy Kincaid Kaitlin Troy Kincaid's Wellington Management Experience June 2003 - December 2006
Job Director of Research at Keller Augusta Partners
Industry Staffing and Recruiting
Experience
Keller Augusta Partners June 2014 - Present
Rhodes Associates January 2011 - May 2014
Rhodes Associates January 2007 - December 2010
Wellington Management June 2003 - December 2006
Skills
Executive Search, Real Estate, Research, Business Development, Talent Acquisition, Recruiting, Social Networking, Applicant Tracking..., Onboarding, Sourcing, Market Research, Strategy, Training
Education
Saint Anselm College 1999 — 2003
Keller Augusta Partners June 2014 - Present
Rhodes Associates January 2011 - May 2014
Rhodes Associates January 2007 - December 2010
Wellington Management June 2003 - December 2006
Skills
Executive Search, Real Estate, Research, Business Development, Talent Acquisition, Recruiting, Social Networking, Applicant Tracking..., Onboarding, Sourcing, Market Research, Strategy, Training
Education
Saint Anselm College 1999 — 2003
Veilleux, Liz Veilleux, Liz's Wellington Management Experience June 2004 - February 2006
Job VP, Marketing & Client Service
Industry Investment Management
Experience
Acadian Asset Management March 2006 - June 2011
Wellington Management June 2004 - February 2006
Summit Partners 1998 - 2003
Education
Suffolk University - Sawyer Business School 1999 — 2003
Acadian Asset Management March 2006 - June 2011
Wellington Management June 2004 - February 2006
Summit Partners 1998 - 2003
Education
Suffolk University - Sawyer Business School 1999 — 2003
Richard Rockwell Richard Rockwell's Wellington Management Experience 2005 - 2014
Job Treasury Analyst at Fresenius Medical Care
Industry Financial Services
Experience
Fresenius Medical Care March 2015 - Present
Wellington Management 2005 - 2014
American Landmarks LLC - Realtors of Historic & Period Properties 2003 - 2005
State Street 1989 - 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Negotiation, Team Building, Time Management, Microsoft Office, Foreign Exchange, FX Operations
Education
Stonehill College
Bachelor of Arts (B.A.), International Studies
Fresenius Medical Care March 2015 - Present
Wellington Management 2005 - 2014
American Landmarks LLC - Realtors of Historic & Period Properties 2003 - 2005
State Street 1989 - 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Negotiation, Team Building, Time Management, Microsoft Office, Foreign Exchange, FX Operations
Education
Stonehill College
Bachelor of Arts (B.A.), International Studies
Robert Elliott's Wellington Management Experience April 2005 - December 2008
Job Assistant Director, Product Management Development Program
Industry Insurance
Experience
Liberty Mutual Insurance March 2009 - Present
Liberty Mutual Insurance March 2009 - February 2012
Wellington Management April 2005 - December 2008
Fidelity Investments November 1999 - April 2005
Greene & Hoffman March 1998 - November 1999
Skills
Pricing, Analysis, Financial Reporting, Underwriting, Bloomberg, College Recruiting, Training and Development, Insurance, Property & Casualty..., Program Management, Coaching, Leadership, Mentoring, Strategy, Management, Process Improvement, Cross-functional Team...
Education
Suffolk University - Sawyer Business School 1998 — 1999
Masters, Entrepreneurial Studies
Saint Anselm College 1991 — 1995
BA, Liberal Arts/Fine Arts
West Hartford 1987 — 1991
High School
Liberty Mutual Insurance March 2009 - Present
Liberty Mutual Insurance March 2009 - February 2012
Wellington Management April 2005 - December 2008
Fidelity Investments November 1999 - April 2005
Greene & Hoffman March 1998 - November 1999
Skills
Pricing, Analysis, Financial Reporting, Underwriting, Bloomberg, College Recruiting, Training and Development, Insurance, Property & Casualty..., Program Management, Coaching, Leadership, Mentoring, Strategy, Management, Process Improvement, Cross-functional Team...
Education
Suffolk University - Sawyer Business School 1998 — 1999
Masters, Entrepreneurial Studies
Saint Anselm College 1991 — 1995
BA, Liberal Arts/Fine Arts
West Hartford 1987 — 1991
High School
Giana Caliendo Giana Caliendo's Wellington Management Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Accounting
Experience
Wellington Management January 2015 - June 2015
Samet & Company January 2014 - April 2014
Red Tail Golf Course April 2013 - August 2013
Littleton Youth Soccer 2007 - 2011
Skills
Organization, Multi Tasking, Communication, Quantitative Analytics, Highly responsible, Teamwork, Public Speaking, Social Media
Education
Northeastern University 2012 — 2016
Accounting and Finance
Swinburne University of Technology 2012 — 2012
Littleton High School 2009 — 2012
Wellington Management January 2015 - June 2015
Samet & Company January 2014 - April 2014
Red Tail Golf Course April 2013 - August 2013
Littleton Youth Soccer 2007 - 2011
Skills
Organization, Multi Tasking, Communication, Quantitative Analytics, Highly responsible, Teamwork, Public Speaking, Social Media
Education
Northeastern University 2012 — 2016
Accounting and Finance
Swinburne University of Technology 2012 — 2012
Littleton High School 2009 — 2012
Gretchen G. Garrett Gretchen G. Garrett's Wellington Management Experience 1989 - 1994
Job Technical Writer and Editor
Industry Writing and Editing
Experience
The Container Store April 2010 - Present
Borden Chemical, Inc. (now known as Momentive) 2003 - 2003
JB Hunt Transport Services, Inc. 1998 - 2003
JB Hunt Transport Services, Inc. 1996 - 1997
JB Hunt Transport Services, Inc. 1994 - 1996
Wellington Management 1989 - 1994
Skills
Microsoft Office (Word,..., Adobe InDesign, Adobe FrameMaker, Query Management..., MapInfo (GIS), PC Miler (Routing), Scenario Pro Technology..., Arena (Simulation), SAP
Education
University of Washington 2008 — 2009
Certificate
State University of New York at Buffalo - School of Management 1981 — 1985
BS
The Container Store April 2010 - Present
Borden Chemical, Inc. (now known as Momentive) 2003 - 2003
JB Hunt Transport Services, Inc. 1998 - 2003
JB Hunt Transport Services, Inc. 1996 - 1997
JB Hunt Transport Services, Inc. 1994 - 1996
Wellington Management 1989 - 1994
Skills
Microsoft Office (Word,..., Adobe InDesign, Adobe FrameMaker, Query Management..., MapInfo (GIS), PC Miler (Routing), Scenario Pro Technology..., Arena (Simulation), SAP
Education
University of Washington 2008 — 2009
Certificate
State University of New York at Buffalo - School of Management 1981 — 1985
BS
Elisa Jerome Elisa Jerome's Wellington Management Experience September 2014 - Present
Job Derivatives Operations Analyst
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Wellington Management September 2014 - Present
Cohasset Sailing Club June 2014 - August 2014
Morgan Stanley November 2013 - May 2014
Morgan Stanley September 2010 - November 2013
Morgan Stanley June 2008 - September 2010
Saint Joseph's University September 2005 - May 2008
CP Baker & Company May 2005 - August 2007
Strecker Eye Center, Cohasset, MA April 2004 - August 2005
Beauty & Main, Cambridge, MA April 2003 - April 2004
Skills
Derivatives, Equities, Options, Fixed Income, Financial Services, Trading, Risk Management, Finance, Hedge Funds, Financial Markets, Financial Risk, Equity Derivatives, Trading Systems, Valuation, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Bachelor of Science in Business Administration, International Business w/ concentration in Spanish, Finance w/ concentration in Managerial Finance
Saint Louis University 2006 — 2006
Bachelor of Science (B.S.), International Business and Finance
Cassandra Pastore Cashavelly Cassandra Pastore Cashavelly's Wellington Management Experience May 2010 - December 2010
Job IT Governance Analyst at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management February 2011 - Present
Wellington Management May 2010 - December 2010
Massachusetts General Hospital November 2009 - May 2010
Millennium Bostonian Hotel September 2008 - September 2009
Wilmer Hale May 2008 - September 2008
Skills
Outlook, Microsoft Office
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA
Acadian Asset Management February 2011 - Present
Wellington Management May 2010 - December 2010
Massachusetts General Hospital November 2009 - May 2010
Millennium Bostonian Hotel September 2008 - September 2009
Wilmer Hale May 2008 - September 2008
Skills
Outlook, Microsoft Office
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA
Corey Dylengoski Corey Dylengoski's Wellington Management Experience 2000 - 2006
Job District Manager at Waldwin Group
Industry Consumer Services
Experience
Waldwin Group January 2015 - Present
Thomond Inc March 2013 - November 2014
Pikey LLC August 2010 - November 2014
BMW OF PEABODY October 2006 - April 2010
Wellington Management 2000 - 2006
Skills
Asset Managment, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Wakeboarding, Sales, Purchasing, Purchasing Negotiation, Negotiation, Supplier Negotiation, Lease Negotiations, Automotive, Automotive Sales..., Pyrotechnics, Responsible Service of..., Alcohol Licensing, Food & Beverage, Food Service, Restaurant Management, Small Boat Operations, Emergency Medicine, First Aid, Security, Identification, Photoshop, Procurement, Promotions, Special Events..., Facilities Management, Social Skills, Employee Training, Employee Management, Hiring Employees, Sales Prospecting, Asset Management, Reynolds, ADP Payroll, Customer Satisfaction, Sales Management, Automobile, Profit, New Business Development, Parts, Vehicles, Management, Team Building
Education
Suffolk University
Waldwin Group January 2015 - Present
Thomond Inc March 2013 - November 2014
Pikey LLC August 2010 - November 2014
BMW OF PEABODY October 2006 - April 2010
Wellington Management 2000 - 2006
Skills
Asset Managment, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Wakeboarding, Sales, Purchasing, Purchasing Negotiation, Negotiation, Supplier Negotiation, Lease Negotiations, Automotive, Automotive Sales..., Pyrotechnics, Responsible Service of..., Alcohol Licensing, Food & Beverage, Food Service, Restaurant Management, Small Boat Operations, Emergency Medicine, First Aid, Security, Identification, Photoshop, Procurement, Promotions, Special Events..., Facilities Management, Social Skills, Employee Training, Employee Management, Hiring Employees, Sales Prospecting, Asset Management, Reynolds, ADP Payroll, Customer Satisfaction, Sales Management, Automobile, Profit, New Business Development, Parts, Vehicles, Management, Team Building
Education
Suffolk University
Cherene Keenan Cherene Keenan's Wellington Management Experience 2005 - 2007
Job Commercial Leasing Associate at Continental Realty Corporation
Industry Commercial Real Estate
Experience
Continental Realty Corporation October 2012 - Present
Long & Foster Companies July 2011 - October 2012
KLNB LLC October 2007 - October 2012
Wellington Management 2005 - 2007
Information Management Network (IMN) 2004 - 2005
WDST 2002 - 2004
Skills
Shopping Centers, Commercial Real Estate, Real Estate Transactions, Real Estate, Tenant, Sales, Relocation, Negotiation, Budgeting, Investment Properties, Business Owner Planning, Event Planning, Buyer Representation, Contract Negotiation, Location Intelligence, Microsoft Office, Outlook, Sellers, Advertising, Disposition, Dispositions, Customer Service, Customer Relations, Word, Excel, Event Management, Selling, Problem Solving, Purchasing, Real Estate Investment, Writing, Buying, Research, Purchase, Home, Photography, Relocations, Social Media
Education
State University of New York at New Paltz 1999 — 2003
B.A., Communications
Continental Realty Corporation October 2012 - Present
Long & Foster Companies July 2011 - October 2012
KLNB LLC October 2007 - October 2012
Wellington Management 2005 - 2007
Information Management Network (IMN) 2004 - 2005
WDST 2002 - 2004
Skills
Shopping Centers, Commercial Real Estate, Real Estate Transactions, Real Estate, Tenant, Sales, Relocation, Negotiation, Budgeting, Investment Properties, Business Owner Planning, Event Planning, Buyer Representation, Contract Negotiation, Location Intelligence, Microsoft Office, Outlook, Sellers, Advertising, Disposition, Dispositions, Customer Service, Customer Relations, Word, Excel, Event Management, Selling, Problem Solving, Purchasing, Real Estate Investment, Writing, Buying, Research, Purchase, Home, Photography, Relocations, Social Media
Education
State University of New York at New Paltz 1999 — 2003
B.A., Communications
Lorri Brown Lorri Brown's Wellington Management Experience January 2014 - Present
Job Regulatory Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Wellington Management Company June 2012 - January 2014
ATC Associates Inc January 2008 - June 2012
Shaw's Supermarkets May 1999 - May 2009
Skills
Microsoft Office, Deltek
Education
Salem State University 2002 — 2007
B.S., Communications/Public Relations
Wellington Management January 2014 - Present
Wellington Management Company June 2012 - January 2014
ATC Associates Inc January 2008 - June 2012
Shaw's Supermarkets May 1999 - May 2009
Skills
Microsoft Office, Deltek
Education
Salem State University 2002 — 2007
B.S., Communications/Public Relations
Berline John Berline John's Wellington Management Experience January 1997 - March 2003
Job NA
Industry Medical Devices
Experience
NinePoint Medical, Inc. June 2010 - August 2014
Boston Scientific March 2003 - February 2010
Wellington Management January 1997 - March 2003
Skills
Medical Devices, PowerPoint, Design Control, FDA, Program Management, Lifesciences, Cross-functional Team..., Process Improvement, Management, Biotechnology, R&D, Start-ups, Business Development, Microsoft Excel, Microsoft Office, Engineering
Education
School for International Training
Masters, Education - Teaching
NinePoint Medical, Inc. June 2010 - August 2014
Boston Scientific March 2003 - February 2010
Wellington Management January 1997 - March 2003
Skills
Medical Devices, PowerPoint, Design Control, FDA, Program Management, Lifesciences, Cross-functional Team..., Process Improvement, Management, Biotechnology, R&D, Start-ups, Business Development, Microsoft Excel, Microsoft Office, Engineering
Education
School for International Training
Masters, Education - Teaching
Larry Primatello, MBA's Wellington Management Experience January 1995 - January 1999
Job Associate Director at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals August 2014 - Present
Vertex Pharmaceuticals April 2012 - August 2014
Newmarket International April 2008 - February 2012
Varian Semiconductor Equipment Associates, Inc. June 2006 - March 2008
Wellington Management Company, LLP January 1999 - June 2006
Wellington Management January 1995 - January 1999
UNICCO Corporation March 1993 - January 1995
Prime Computer September 1989 - March 1993
Skills
Applications Support, Data Management, Server Management, SharePoint, Vendor Relations, Team Building, Salesforce.com, Technology Evaluation, Technical Support, Disaster Recovery, VMware vShpere 5:..., Security, Servers, Data Center, Integration, Management, Networking, Enterprise Software, Vendor Management, Project Management, SaaS, Information Technology, Infrastructure, Business Continuity, Managed Services, Strategy
Education
Southern New Hampshire University 1998 — 2003
MBA, Business Management Program
Suffolk University 1983 — 1989
BS, Computer Science
Vertex Pharmaceuticals August 2014 - Present
Vertex Pharmaceuticals April 2012 - August 2014
Newmarket International April 2008 - February 2012
Varian Semiconductor Equipment Associates, Inc. June 2006 - March 2008
Wellington Management Company, LLP January 1999 - June 2006
Wellington Management January 1995 - January 1999
UNICCO Corporation March 1993 - January 1995
Prime Computer September 1989 - March 1993
Skills
Applications Support, Data Management, Server Management, SharePoint, Vendor Relations, Team Building, Salesforce.com, Technology Evaluation, Technical Support, Disaster Recovery, VMware vShpere 5:..., Security, Servers, Data Center, Integration, Management, Networking, Enterprise Software, Vendor Management, Project Management, SaaS, Information Technology, Infrastructure, Business Continuity, Managed Services, Strategy
Education
Southern New Hampshire University 1998 — 2003
MBA, Business Management Program
Suffolk University 1983 — 1989
BS, Computer Science
Ruby Schroers's Wellington Management Experience September 2002 - April 2009
Job Customer Success Manager at Workday
Industry Human Resources
Experience
Workday August 2014 - Present
Novartis Institutes for Biomedical Research (NIBR) May 2010 - July 2014
Novartis Institutes for Biomedical Research (NIBR) April 2009 - May 2010
Wellington Management September 2002 - April 2009
Genzyme May 2000 - October 2001
Wyeth/Genetics Institute August 1989 - April 2000
Skills
HRIS, PeopleSoft, Vendor Management, Talent Management, Metrics, Onboarding, Process Improvement, Change Management, Business Process..., Performance Management, Business Analysis, Talent Acquisition, Human Resources, Personnel Management, Organizational...
Education
Skidmore College 1979 — 1981
BS, Business
Goethe Institute 1982 — 1982
German Intensive Language Study
Workday August 2014 - Present
Novartis Institutes for Biomedical Research (NIBR) May 2010 - July 2014
Novartis Institutes for Biomedical Research (NIBR) April 2009 - May 2010
Wellington Management September 2002 - April 2009
Genzyme May 2000 - October 2001
Wyeth/Genetics Institute August 1989 - April 2000
Skills
HRIS, PeopleSoft, Vendor Management, Talent Management, Metrics, Onboarding, Process Improvement, Change Management, Business Process..., Performance Management, Business Analysis, Talent Acquisition, Human Resources, Personnel Management, Organizational...
Education
Skidmore College 1979 — 1981
BS, Business
Goethe Institute 1982 — 1982
German Intensive Language Study
Tyler Manitakos Tyler Manitakos's Wellington Management Experience December 2013 - Present
Job Senior Operations Specialist at Wellington Management
Industry
Experience
Wellington Management December 2013 - Present
Massachusetts Export Center September 2012 - May 2013
Skills
Policy Analysis, Microsoft Office, Research, Economics, Microsoft Excel, Data Analysis, English
Education
Suffolk University 2010 — 2013
Bachelor of Science (BS), International Economics
Wellington Management December 2013 - Present
Massachusetts Export Center September 2012 - May 2013
Skills
Policy Analysis, Microsoft Office, Research, Economics, Microsoft Excel, Data Analysis, English
Education
Suffolk University 2010 — 2013
Bachelor of Science (BS), International Economics
Ashley Doehlert's Wellington Management Experience November 2013 - Present
Job Legal Administrative Assistant at Wellington Management
Industry Legal Services
Experience
Wellington Management November 2013 - Present
TJX June 2013 - November 2013
Morgans Hotel Group October 2010 - July 2013
Shapiro, Fishman & Gache August 2012 - May 2013
Skills
Hospitality, Front Office, Restaurants, Event Planning, Customer Service, Outlook, Time Management, Food & Beverage, Microsoft Word, Hotels, PowerPoint, Microsoft Office, Microsoft Excel, Hospitality Industry, Hospitality Management, Data Entry, Meeting Planning, Event Management, Catering, Phone Etiquette
Education
Suffolk University 2008 — 2012
Bachelor's degree, Legal Assistant/Paralegal
Wellington Management November 2013 - Present
TJX June 2013 - November 2013
Morgans Hotel Group October 2010 - July 2013
Shapiro, Fishman & Gache August 2012 - May 2013
Skills
Hospitality, Front Office, Restaurants, Event Planning, Customer Service, Outlook, Time Management, Food & Beverage, Microsoft Word, Hotels, PowerPoint, Microsoft Office, Microsoft Excel, Hospitality Industry, Hospitality Management, Data Entry, Meeting Planning, Event Management, Catering, Phone Etiquette
Education
Suffolk University 2008 — 2012
Bachelor's degree, Legal Assistant/Paralegal
Jeffrey Walsh Jeffrey Walsh's Wellington Management Experience June 2012 - Present
Job Vice President Data Center Services and Disaster Recovery, CBCP, at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2012 - Present
Wellington Management May 2009 - June 2012
Wellington Management August 2005 - May 2009
IBM July 2003 - July 2005
John Hancock November 1998 - July 2003
Houghton Mifflin Company January 1985 - November 1998
Lechmere September 1982 - January 1985
Essexbank August 1981 - September 1982
Skills
Business Continuity, Disaster Recovery, Vendor Management, Staff Management, Technology Planning, Unix, IT Strategy, Budgets, Data Center, Change Management, SDLC, IT Management, Integration, System Administration, Infrastructure, Solaris, Troubleshooting, Servers, IT Operations, IT Service Management, Cloud Computing, Enterprise Architecture, System Deployment, Team Management, Enterprise Software, Service Delivery, Windows Server, Networking, ITIL, Virtualization, VMware, Security
Education
Saint Michael's College 1976 — 1980
BA
Wellington Management June 2012 - Present
Wellington Management May 2009 - June 2012
Wellington Management August 2005 - May 2009
IBM July 2003 - July 2005
John Hancock November 1998 - July 2003
Houghton Mifflin Company January 1985 - November 1998
Lechmere September 1982 - January 1985
Essexbank August 1981 - September 1982
Skills
Business Continuity, Disaster Recovery, Vendor Management, Staff Management, Technology Planning, Unix, IT Strategy, Budgets, Data Center, Change Management, SDLC, IT Management, Integration, System Administration, Infrastructure, Solaris, Troubleshooting, Servers, IT Operations, IT Service Management, Cloud Computing, Enterprise Architecture, System Deployment, Team Management, Enterprise Software, Service Delivery, Windows Server, Networking, ITIL, Virtualization, VMware, Security
Education
Saint Michael's College 1976 — 1980
BA
Jessica Leroy (Petrella) Jessica Leroy (Petrella)'s Wellington Management Experience 2006 - 2006
Job Lead Global Portfolio Analyst at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Asset Management Inc. April 2014 - Present
Liberty Mutual Asset Management, Inc. November 2010 - April 2014
Liberty Mutual Group August 2009 - November 2010
Luxottica Retail January 2004 - September 2009
Liberty Mutual Group May 2009 - August 2009
Liberty Mutual Group June 2008 - May 2009
Wellington Management 2006 - 2006
Skills
Sales Management, Portfolio Management, Microsoft Office, Microsoft Excel, Marketing, Financial Modeling, Access, Accounting, Analysis, CRM, Essbase, Financial Analysis, Customer Service, Process Improvement
Education
Suffolk University - Sawyer Business School 2010 — 2012
MBA, Finance
Northeastern University 2003 — 2008
BSIB, International Business/Finance/Spanish
Fredonia High School 1999 — 2003
Liberty Mutual Asset Management Inc. April 2014 - Present
Liberty Mutual Asset Management, Inc. November 2010 - April 2014
Liberty Mutual Group August 2009 - November 2010
Luxottica Retail January 2004 - September 2009
Liberty Mutual Group May 2009 - August 2009
Liberty Mutual Group June 2008 - May 2009
Wellington Management 2006 - 2006
Skills
Sales Management, Portfolio Management, Microsoft Office, Microsoft Excel, Marketing, Financial Modeling, Access, Accounting, Analysis, CRM, Essbase, Financial Analysis, Customer Service, Process Improvement
Education
Suffolk University - Sawyer Business School 2010 — 2012
MBA, Finance
Northeastern University 2003 — 2008
BSIB, International Business/Finance/Spanish
Fredonia High School 1999 — 2003
Nicolas Lirette Nicolas Lirette's Wellington Management Experience September 2005 - July 2007
Job Director Strategy & Business Development at American Express
Industry Apparel & Fashion
Experience
American Express August 2011 - Present
141 Industries October 2010 - Present
Planet Fitness October 2010 - September 2011
UBS Investment Bank September 2009 - October 2010
Q Collection June 2009 - September 2009
UBS Investment Bank June 2008 - August 2008
Wellington Management September 2005 - July 2007
Wellington Management January 2005 - September 2005
State Street September 2003 - December 2004
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
The Tuck School of Business at Dartmouth 2003 — 2003
Summer Bridge Program
Tufts University 1999 — 2003
BA, Economics/International Relations
Brooks School 1996 — 1999
American Express August 2011 - Present
141 Industries October 2010 - Present
Planet Fitness October 2010 - September 2011
UBS Investment Bank September 2009 - October 2010
Q Collection June 2009 - September 2009
UBS Investment Bank June 2008 - August 2008
Wellington Management September 2005 - July 2007
Wellington Management January 2005 - September 2005
State Street September 2003 - December 2004
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
The Tuck School of Business at Dartmouth 2003 — 2003
Summer Bridge Program
Tufts University 1999 — 2003
BA, Economics/International Relations
Brooks School 1996 — 1999
Adish Gangwal Adish Gangwal's Wellington Management Experience February 2011 - September 2013
Job Manager at Cognizant
Industry Outsourcing/Offshoring
Experience
Cognizant July 2015 - Present
Cognizant Technology Solutions November 2007 - Present
Cognizant November 2007 - Present
Wellington Management February 2011 - September 2013
Tech Mahindra October 2004 - November 2007
Skills
Oracle, Java Enterprise Edition, Requirements Analysis, SQL, Core Java, Management, PL/SQL, Software Project..., Troubleshooting, Agile Methodologies
Education
Shivaji University 2000 — 2004
B.E, Information Technology
Canossa Convent High School 1988 — 1998
Cognizant July 2015 - Present
Cognizant Technology Solutions November 2007 - Present
Cognizant November 2007 - Present
Wellington Management February 2011 - September 2013
Tech Mahindra October 2004 - November 2007
Skills
Oracle, Java Enterprise Edition, Requirements Analysis, SQL, Core Java, Management, PL/SQL, Software Project..., Troubleshooting, Agile Methodologies
Education
Shivaji University 2000 — 2004
B.E, Information Technology
Canossa Convent High School 1988 — 1998
Jay Chen Jay Chen's Wellington Management Experience 2003 - Present
Job
Industry Investment Management
Experience
Wellington Management 2003 - Present
Wellington Managment Company 2003 - Present
Goldman Sachs 1997 - 2001
Skills
Equities, Investments, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Trading, Equity Research, Asset Management, Biotechnology, Pharmaceutical Industry
Education
Wharton School 2001 — 2003
MBA
University of Chicago - The Pritzker School of Medicine 1993 — 1995
Master of Science (MS)
Shanghai Jiao Tong University 1988 — 1991
Wellington Management 2003 - Present
Wellington Managment Company 2003 - Present
Goldman Sachs 1997 - 2001
Skills
Equities, Investments, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Trading, Equity Research, Asset Management, Biotechnology, Pharmaceutical Industry
Education
Wharton School 2001 — 2003
MBA
University of Chicago - The Pritzker School of Medicine 1993 — 1995
Master of Science (MS)
Shanghai Jiao Tong University 1988 — 1991
Daniel Kamin Daniel Kamin's Wellington Management Experience January 2014 - April 2014
Job MBA Candidate at TCU Neeley MBA Program
Industry Financial Services
Experience
State Street Bank April 2014 - May 2015
Wellington Management January 2014 - April 2014
Bank of Hawaii July 2013 - October 2013
State Street Bank April 2012 - May 2013
State Street Bank September 2011 - April 2012
The Frantz Group October 2007 - January 2008
The Schwan Food Company January 2007 - April 2007
Skills
Financial Analysis, Bloomberg, Training, Securities Lending, Morningstar, Business Development, Microsoft Excel, Fundraising, Portfolio Management, Analysis, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
St. Cloud State University 2002 — 2006
Bachelor of Science, Mass Communications - Public Relations Minor: General Business, 3.27 - graduated Cum Laude
State Street Bank April 2014 - May 2015
Wellington Management January 2014 - April 2014
Bank of Hawaii July 2013 - October 2013
State Street Bank April 2012 - May 2013
State Street Bank September 2011 - April 2012
The Frantz Group October 2007 - January 2008
The Schwan Food Company January 2007 - April 2007
Skills
Financial Analysis, Bloomberg, Training, Securities Lending, Morningstar, Business Development, Microsoft Excel, Fundraising, Portfolio Management, Analysis, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
St. Cloud State University 2002 — 2006
Bachelor of Science, Mass Communications - Public Relations Minor: General Business, 3.27 - graduated Cum Laude
Bonnie Roberts, CSA, CBIS Bonnie Roberts, CSA, CBIS's Wellington Management Experience October 1997 - October 2002
Job President, Home Helpers and Direct Link of Londonderry
Industry Individual & Family Services
Experience
Home Helpers and Direct Link of Londonderry January 2009 - Present
Care Coaching New England: Consultants for the Working Family Caregiver June 2013 - Present
A&M Construction Co., Inc. October 2002 - January 2009
U.S. Navy Reserve January 1981 - May 2004
Wellington Management October 1997 - October 2002
Salem NH Police Department April 1994 - October 1997
Skills
Elder Care, Caregiving, Community Service, Public Speaking, Small Business, Team Building, Strategic Planning, Customer Service, Leadership, Leadership Development, Training, New Business Development, Event Planning, Marketing, Fundraising, Team Leadership, Management, Healthcare, Entrepreneurship, Home Care, Sales, Seniors, Nonprofits, Compassion, Community Outreach, Long-term Care, Coaching, Project Management, Social Networking, Employee Benefits
Education
Southern New Hampshire University 1998 — 2000
BS, Business Studies
Home Helpers and Direct Link of Londonderry January 2009 - Present
Care Coaching New England: Consultants for the Working Family Caregiver June 2013 - Present
A&M Construction Co., Inc. October 2002 - January 2009
U.S. Navy Reserve January 1981 - May 2004
Wellington Management October 1997 - October 2002
Salem NH Police Department April 1994 - October 1997
Skills
Elder Care, Caregiving, Community Service, Public Speaking, Small Business, Team Building, Strategic Planning, Customer Service, Leadership, Leadership Development, Training, New Business Development, Event Planning, Marketing, Fundraising, Team Leadership, Management, Healthcare, Entrepreneurship, Home Care, Sales, Seniors, Nonprofits, Compassion, Community Outreach, Long-term Care, Coaching, Project Management, Social Networking, Employee Benefits
Education
Southern New Hampshire University 1998 — 2000
BS, Business Studies
Jenna Van Etten's Wellington Management Experience June 2014 - Present
Job Event Coordinator at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2014 - Present
Wellington Management May 2013 - June 2014
Wellington Management June 2012 - January 2013
Wayfair January 2011 - June 2012
Skills
Online Advertising, Market Research, Cold Calling, Online Research, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Photoshop, Training Delivery, Public Speaking, Report Writing, Social Networking, PowerPoint, Data Analysis, Marketing, E-commerce
Education
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Organizational Communication - Summa cum laude, Summa cum laude
Saint Anselm College 2008 — 2009
Wellington Management June 2014 - Present
Wellington Management May 2013 - June 2014
Wellington Management June 2012 - January 2013
Wayfair January 2011 - June 2012
Skills
Online Advertising, Market Research, Cold Calling, Online Research, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Photoshop, Training Delivery, Public Speaking, Report Writing, Social Networking, PowerPoint, Data Analysis, Marketing, E-commerce
Education
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Organizational Communication - Summa cum laude, Summa cum laude
Saint Anselm College 2008 — 2009
Brittany Kaminski's Wellington Management Experience May 2014 - Present
Job Administrative Assistant at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management May 2014 - Present
Massachusetts Attorney General's Office January 2013 - May 2014
Massachusetts Attorney General's Office June 2011 - January 2013
Brockton District Court January 2011 - May 2011
Stonehill College September 2008 - May 2011
Stonehill College August 2008 - May 2011
United States Department of Defense September 2010 - December 2010
Stonehill College May 2010 - July 2010
Stonehill College 2009 - 2010
Region 14 Public Schools May 2008 - January 2009
Skills
Organized self-starter, Close Attention to..., Organized Multi-tasker, Communication, Works well in a team, Leadership, Work Independently with..., Analytical Skills, Problem Solving, Interpersonal Skill, Scheduling Tools, Mediation, Community Outreach, Mentoring New Hires, Qualitative Research, Quantitative Research, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Service Desk Express, Public Speaking, PowerPoint, Organizational...
Education
Stonehill College 2007 — 2011
Bachelor's degree, Sociology, Philosophy, Criminology
Wellington Management May 2014 - Present
Massachusetts Attorney General's Office January 2013 - May 2014
Massachusetts Attorney General's Office June 2011 - January 2013
Brockton District Court January 2011 - May 2011
Stonehill College September 2008 - May 2011
Stonehill College August 2008 - May 2011
United States Department of Defense September 2010 - December 2010
Stonehill College May 2010 - July 2010
Stonehill College 2009 - 2010
Region 14 Public Schools May 2008 - January 2009
Skills
Organized self-starter, Close Attention to..., Organized Multi-tasker, Communication, Works well in a team, Leadership, Work Independently with..., Analytical Skills, Problem Solving, Interpersonal Skill, Scheduling Tools, Mediation, Community Outreach, Mentoring New Hires, Qualitative Research, Quantitative Research, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Service Desk Express, Public Speaking, PowerPoint, Organizational...
Education
Stonehill College 2007 — 2011
Bachelor's degree, Sociology, Philosophy, Criminology
Amit Rajput Amit Rajput's Wellington Management Experience May 2013 - October 2014
Job CEO, Product Developer, Product Manager at Rotenga
Industry Computer Software
Experience
Rotenga July 2014 - Present
Wellington Management May 2013 - October 2014
Shire Pharmaceuticals August 2012 - July 2013
UMass Boston 2008 - 2013
Shire Pharmaceuticals May 2012 - August 2012
ACCION International March 2012 - May 2012
EnerNOC May 2011 - December 2011
UMass Boston 2009 - 2010
Skills
Data Analysis, Salesforce.com, Business Intelligence, Microsoft Office, Mathematics, Access, SharePoint, Financial Analysis, SQL, Database Design, Outlook, Time Management, Visio, SharePoint Designer, Quantitative Research, Statistics, Statistical Data..., VBA, Cognos, Oracle PL/SQL..., Tableau
Education
University of Massachusetts Boston 2009 — 2013
Bachelor's of Science Finance & Economics, Finance, General, Economics
Suffolk University 2008 — 2008
Bachelor's degree in Managment, Business Administration and Management, General
Rotenga July 2014 - Present
Wellington Management May 2013 - October 2014
Shire Pharmaceuticals August 2012 - July 2013
UMass Boston 2008 - 2013
Shire Pharmaceuticals May 2012 - August 2012
ACCION International March 2012 - May 2012
EnerNOC May 2011 - December 2011
UMass Boston 2009 - 2010
Skills
Data Analysis, Salesforce.com, Business Intelligence, Microsoft Office, Mathematics, Access, SharePoint, Financial Analysis, SQL, Database Design, Outlook, Time Management, Visio, SharePoint Designer, Quantitative Research, Statistics, Statistical Data..., VBA, Cognos, Oracle PL/SQL..., Tableau
Education
University of Massachusetts Boston 2009 — 2013
Bachelor's of Science Finance & Economics, Finance, General, Economics
Suffolk University 2008 — 2008
Bachelor's degree in Managment, Business Administration and Management, General
Charlene Chinn, JD's Wellington Management Experience July 2015 - Present
Job HR Assistant, Relationship Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Wellington Management September 2013 - July 2015
National Black Women's Society Inc. 2012 - 2015
National Black Women's Society Inc. 2012 - 2015
Putnam Investments May 2013 - August 2013
PAREXEL October 2012 - January 2013
Dana-Farber Cancer Institute August 2011 - September 2012
DANA FARBER CANCER INSTITUTE, INC June 2007 - August 2011
National Black Law Students Association June 2009 - June 2010
LAW OFFICE OF GOLDSTEIN & CLEGG, LLC January 2010 - May 2010
Skills
PowerPoint, Excel, Word, Outlook, PeopleSoft, Legal Research, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Recruiting, Policy, Legal Writing, Leadership, Analysis, Employment Law, Onboarding, Management
Education
MASSACHUSETS SCHOOL OF LAW 2007 — 2010
Juris Doctor, Law
Springfield College 2003 — 2007
B.S, Criminal Justice
Wellington Management July 2015 - Present
Wellington Management September 2013 - July 2015
National Black Women's Society Inc. 2012 - 2015
National Black Women's Society Inc. 2012 - 2015
Putnam Investments May 2013 - August 2013
PAREXEL October 2012 - January 2013
Dana-Farber Cancer Institute August 2011 - September 2012
DANA FARBER CANCER INSTITUTE, INC June 2007 - August 2011
National Black Law Students Association June 2009 - June 2010
LAW OFFICE OF GOLDSTEIN & CLEGG, LLC January 2010 - May 2010
Skills
PowerPoint, Excel, Word, Outlook, PeopleSoft, Legal Research, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Recruiting, Policy, Legal Writing, Leadership, Analysis, Employment Law, Onboarding, Management
Education
MASSACHUSETS SCHOOL OF LAW 2007 — 2010
Juris Doctor, Law
Springfield College 2003 — 2007
B.S, Criminal Justice
Wendy Welsh's Wellington Management Experience 1995 - 1996
Job Independent Computer Software Professional
Industry Computer Software
Experience
RedEngage October 2009 - Present
Center Solutions 1999 - 2000
Mystic River 1998 - 1999
Thomson Reuters 1996 - 1998
Wellington Management 1995 - 1996
Education
Smith College 1992 — 1995
BA, Computer Science
University of Massachusetts, Amherst 1987 — 1990
Universität Stuttgart 1988 — 1989
Exchange Program
RedEngage October 2009 - Present
Center Solutions 1999 - 2000
Mystic River 1998 - 1999
Thomson Reuters 1996 - 1998
Wellington Management 1995 - 1996
Education
Smith College 1992 — 1995
BA, Computer Science
University of Massachusetts, Amherst 1987 — 1990
Universität Stuttgart 1988 — 1989
Exchange Program
Elizabeth Desmond Elizabeth Desmond's Wellington Management Experience April 2015 - Present
Job Administrative Assistant at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Winston Flowers January 2014 - Present
McNeil, Gray and Rice September 2013 - December 2013
LF Stores June 2013 - August 2013
Zeta Tau Alpha January 2012 - November 2012
Melwood Global May 2012 - August 2012
Holly Community Inc. February 2012 - May 2012
Duxbury Youth Lacrosse January 2007 - January 2012
Practicum for Salisbury University August 2011 - December 2011
Jordan Group/Beth Jordan May 2009 - August 2011
Skills
Public Relations, Social Media, Social Media Marketing, Event Planning, Press Releases, Social Networking, Marketing, Microsoft Office, Time Management, Microsoft Excel, Google Adwords, Strategic Communications, cold calling, B to B sales, Sales Process, Advertising, Newsletters, Public Speaking, Outlook, Customer Service, Coordinating Events, Press Release..., Time Consultant, Event Management, Cold Calling Experience, Leadership, Coaching, Strategic Public..., Sales Management, Online Marketing, Marketing Research, Marketing Communications, Lead Generation, Google Analytics, Marketing Strategy, Email Marketing, Publicity, SEO, Facebook Insights, Adobe Creative Suite, InDesign, Web Design, Executive Calendar..., Coding Languages, Management
Education
Stellenbosch University/Universiteit Stellenbosch 2012 — 2013
Finance and Economics
Salisbury University 2009 — 2013
BA, Communications Public Relations with a concentration in Marketing Management
Duxbury High School 2005 — 2009
Graduation Date May 2009
Cambridge Center for Adult Education
German Language and Literature
Wellington Management April 2015 - Present
Winston Flowers January 2014 - Present
McNeil, Gray and Rice September 2013 - December 2013
LF Stores June 2013 - August 2013
Zeta Tau Alpha January 2012 - November 2012
Melwood Global May 2012 - August 2012
Holly Community Inc. February 2012 - May 2012
Duxbury Youth Lacrosse January 2007 - January 2012
Practicum for Salisbury University August 2011 - December 2011
Jordan Group/Beth Jordan May 2009 - August 2011
Skills
Public Relations, Social Media, Social Media Marketing, Event Planning, Press Releases, Social Networking, Marketing, Microsoft Office, Time Management, Microsoft Excel, Google Adwords, Strategic Communications, cold calling, B to B sales, Sales Process, Advertising, Newsletters, Public Speaking, Outlook, Customer Service, Coordinating Events, Press Release..., Time Consultant, Event Management, Cold Calling Experience, Leadership, Coaching, Strategic Public..., Sales Management, Online Marketing, Marketing Research, Marketing Communications, Lead Generation, Google Analytics, Marketing Strategy, Email Marketing, Publicity, SEO, Facebook Insights, Adobe Creative Suite, InDesign, Web Design, Executive Calendar..., Coding Languages, Management
Education
Stellenbosch University/Universiteit Stellenbosch 2012 — 2013
Finance and Economics
Salisbury University 2009 — 2013
BA, Communications Public Relations with a concentration in Marketing Management
Duxbury High School 2005 — 2009
Graduation Date May 2009
Cambridge Center for Adult Education
German Language and Literature
Patrick Kent's Wellington Management Experience March 2011 - September 2012
Job Global Client & Prospect Services at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2011 - September 2012
Eaton Vance January 2010 - March 2011
Eaton Vance October 2008 - December 2009
Eaton Vance August 2007 - September 2008
Eaton Vance July 2006 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Stonehill College 2002 — 2006
Bachelor of Science (B.S.), Business Management
Wellington Management March 2011 - September 2012
Eaton Vance January 2010 - March 2011
Eaton Vance October 2008 - December 2009
Eaton Vance August 2007 - September 2008
Eaton Vance July 2006 - July 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Stonehill College 2002 — 2006
Bachelor of Science (B.S.), Business Management
Jeremy Clark Jeremy Clark's Wellington Management Experience April 2007 - February 2015
Job Senior Backend Engineer at Kinvey
Industry Information Technology and Services
Experience
Kinvey February 2015 - Present
Wellington Management April 2007 - February 2015
Apple 2004 - 2007
Dantz Development 2001 - 2005
Skills
Software Development, JavaScript, Objective-C, Java, Mobile Application..., Scrum, Agile Project Management, Subversion, Object Oriented Design, Software Design, SDLC, Web Development, jQuery, Visualforce Pages, Apex Programming, Requirements Analysis, Software Engineering, MySQL
Education
Harvard University (Currently Enrolled)
Candidate for Master of Liberal Arts in Extension Studies, Information Technology, Software Engineering Concentration, Currently Maintaining 4.0 GPA
State University of New York College at Fredonia 1994 — 1998
BA, English, Summa Cum Laude
Kinvey February 2015 - Present
Wellington Management April 2007 - February 2015
Apple 2004 - 2007
Dantz Development 2001 - 2005
Skills
Software Development, JavaScript, Objective-C, Java, Mobile Application..., Scrum, Agile Project Management, Subversion, Object Oriented Design, Software Design, SDLC, Web Development, jQuery, Visualforce Pages, Apex Programming, Requirements Analysis, Software Engineering, MySQL
Education
Harvard University (Currently Enrolled)
Candidate for Master of Liberal Arts in Extension Studies, Information Technology, Software Engineering Concentration, Currently Maintaining 4.0 GPA
State University of New York College at Fredonia 1994 — 1998
BA, English, Summa Cum Laude
Lauren S. Weishaar's Wellington Management Experience September 2012 - Present
Job Wellington Management Global Equity Trading
Industry Investment Management
Experience
Wellington Management September 2012 - Present
Wellington Management October 2011 - September 2012
Lincoln Financial Advisors December 2009 - September 2011
AXA Advisors June 2009 - October 2009
MetLife June 2008 - August 2008
Skills
Asset Management, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Portfolio Management, Project Planning, Social Media Marketing, Strategic Financial..., Bloomberg, Relationship Management, Event Planning, Public Speaking, Fundraising, Analysis, Securities, Business Strategy, Asset Allocation, Customer Satisfaction, Estate Planning, Investment Management, E-marketing, Social Media, Design/Presentations, Project Management, Marketing Strategy, Creative Oversight, Market Research, Sales Management
Education
Stetson University 2005 — 2009
Bachelor, Business Administration; Finance & Business Law
Wellington Management September 2012 - Present
Wellington Management October 2011 - September 2012
Lincoln Financial Advisors December 2009 - September 2011
AXA Advisors June 2009 - October 2009
MetLife June 2008 - August 2008
Skills
Asset Management, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Portfolio Management, Project Planning, Social Media Marketing, Strategic Financial..., Bloomberg, Relationship Management, Event Planning, Public Speaking, Fundraising, Analysis, Securities, Business Strategy, Asset Allocation, Customer Satisfaction, Estate Planning, Investment Management, E-marketing, Social Media, Design/Presentations, Project Management, Marketing Strategy, Creative Oversight, Market Research, Sales Management
Education
Stetson University 2005 — 2009
Bachelor, Business Administration; Finance & Business Law
Sean Hinkley Sean Hinkley's Wellington Management Experience January 2014 - Present
Job Sr Help Desk Analyst at Wellington Management
Industry Information Technology and Services
Experience
Northeast Permit Service 2015 - Present
Wellington Management January 2014 - Present
Wellington Management March 2013 - Present
Wellington Management August 2012 - Present
Worcester Polytechnic Institute January 2012 - 2012
support.com November 2011 - December 2011
State of Rhode Island July 2009 - September 2011
State of Rhode Island January 2006 - July 2009
Citizens Bank July 2005 - December 2005
Skills
Active Directory, Troubleshooting, Technical Support, Help Desk Support, Microsoft Exchange, Blackberry, Laptops, Printers, Software Installation, Computer Hardware, Remote Desktop, System Deployment, Information Technology, Windows 7, Microsoft Office, Disaster Recovery, XP, Windows Server, Customer Service, Windows, Blackberry Enterprise..., Outlook, Citrix, Norton Ghost, Desktop Computers, iPhone, Call Centers, Office 2010, Exchange 2010/2007/2003, Access, Mac OS, Apple Safari, iOS, Mobile Devices, Avaya Site..., Active Directory..., Batch Files, Command Prompt, DOS commands, Technical Training, Government, ServiceNow, Boxtone, Filenet, Office 2013, Word 2010, Excel 2010, Team Leadership, Employee Training, Windows 8
Education
Western Governors University 2015 — 2017
Bachelor’s Degree, BS Information Science - Secuirty
Southern New Hampshire University 2012 — 2016
BS Information Science, Cyber Security
Charles Sturt University 2013 — 2013
Certificate CISSP Prep Course, CISSP
YearUP 2005 — 2006
Certificate, General IT
Northeast Permit Service 2015 - Present
Wellington Management January 2014 - Present
Wellington Management March 2013 - Present
Wellington Management August 2012 - Present
Worcester Polytechnic Institute January 2012 - 2012
support.com November 2011 - December 2011
State of Rhode Island July 2009 - September 2011
State of Rhode Island January 2006 - July 2009
Citizens Bank July 2005 - December 2005
Skills
Active Directory, Troubleshooting, Technical Support, Help Desk Support, Microsoft Exchange, Blackberry, Laptops, Printers, Software Installation, Computer Hardware, Remote Desktop, System Deployment, Information Technology, Windows 7, Microsoft Office, Disaster Recovery, XP, Windows Server, Customer Service, Windows, Blackberry Enterprise..., Outlook, Citrix, Norton Ghost, Desktop Computers, iPhone, Call Centers, Office 2010, Exchange 2010/2007/2003, Access, Mac OS, Apple Safari, iOS, Mobile Devices, Avaya Site..., Active Directory..., Batch Files, Command Prompt, DOS commands, Technical Training, Government, ServiceNow, Boxtone, Filenet, Office 2013, Word 2010, Excel 2010, Team Leadership, Employee Training, Windows 8
Education
Western Governors University 2015 — 2017
Bachelor’s Degree, BS Information Science - Secuirty
Southern New Hampshire University 2012 — 2016
BS Information Science, Cyber Security
Charles Sturt University 2013 — 2013
Certificate CISSP Prep Course, CISSP
YearUP 2005 — 2006
Certificate, General IT
Traci Bostrom Traci Bostrom's Wellington Management Experience 2005 - October 2007
Job Director Investment Compliance at Columbia Management
Industry Financial Services
Experience
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
Alisha Curtis Alisha Curtis's Wellington Management Experience March 2012 - June 2012
Job Senior RFP Writer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
Acadian Asset Management June 2012 - July 2015
Wellington Management March 2012 - June 2012
LSV Asset Management May 2010 - February 2012
Pioneer Investments November 2006 - April 2010
Pioneer Investments November 2005 - November 2006
Omega Smart, INC January 2005 - May 2005
Skills
GIPS, Lipper, DST, Mutual Funds, Bloomberg, Equities
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science
Acadian Asset Management July 2015 - Present
Acadian Asset Management June 2012 - July 2015
Wellington Management March 2012 - June 2012
LSV Asset Management May 2010 - February 2012
Pioneer Investments November 2006 - April 2010
Pioneer Investments November 2005 - November 2006
Omega Smart, INC January 2005 - May 2005
Skills
GIPS, Lipper, DST, Mutual Funds, Bloomberg, Equities
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science
Andrew Gershman's Wellington Management Experience January 2013 - August 2013
Job Senior Graphic Designer at McKesson
Industry Graphic Design
Experience
McKesson February 2014 - Present
Freelance Graphic Designer / Web and Print October 2011 - Present
MIT Sloan School of Management January 2014 - February 2014
Boston College November 2013 - December 2013
Wellington Management January 2013 - August 2013
Bank of America February 2012 - December 2012
Siemens Healthcare August 2011 - August 2012
Questex Media Group June 2003 - June 2011
Nixon Peabody 2001 - 2002
Boston.com 1998 - 2001
Skills
InDesign, Web Design, Graphic Design, Dreamweaver, Email Marketing, Illustrator, Adobe Acrobat, User Experience, Adobe Creative Suite, Newsletters, QuarkXPress, Direct Mail, Advertising, Brochures, SEO, Wireframes, CMS, Typography, UX Design, Interaction Design, Fireworks, Photoshop, Website Development, Art Direction, Concept Development, Project Management, Creative Strategy, Email Design, Digital Media, HTML, HTML + CSS, Windows, Mac, Microsoft Office, Word, Excel, PowerPoint, Basecamp, Event Signage, Trade Show Graphics, Banner Ads, Layout, Print Production, Logo Design, Vector Illustration, Marketing Materials, Publications, Digital Photography, Catalogs, Scanners
Education
Syracuse University 1990 — 1994
BFA, Advertising Design
Marblehead High School
McKesson February 2014 - Present
Freelance Graphic Designer / Web and Print October 2011 - Present
MIT Sloan School of Management January 2014 - February 2014
Boston College November 2013 - December 2013
Wellington Management January 2013 - August 2013
Bank of America February 2012 - December 2012
Siemens Healthcare August 2011 - August 2012
Questex Media Group June 2003 - June 2011
Nixon Peabody 2001 - 2002
Boston.com 1998 - 2001
Skills
InDesign, Web Design, Graphic Design, Dreamweaver, Email Marketing, Illustrator, Adobe Acrobat, User Experience, Adobe Creative Suite, Newsletters, QuarkXPress, Direct Mail, Advertising, Brochures, SEO, Wireframes, CMS, Typography, UX Design, Interaction Design, Fireworks, Photoshop, Website Development, Art Direction, Concept Development, Project Management, Creative Strategy, Email Design, Digital Media, HTML, HTML + CSS, Windows, Mac, Microsoft Office, Word, Excel, PowerPoint, Basecamp, Event Signage, Trade Show Graphics, Banner Ads, Layout, Print Production, Logo Design, Vector Illustration, Marketing Materials, Publications, Digital Photography, Catalogs, Scanners
Education
Syracuse University 1990 — 1994
BFA, Advertising Design
Marblehead High School
Sarah (Carney) Morrissey's Wellington Management Experience January 2013 - March 2015
Job Human Resources at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners March 2015 - Present
Wellington Management January 2013 - March 2015
Competitor Group August 2011 - March 2012
Percussion Software March 2011 - July 2011
Fluid Trade, Inc 2008 - 2011
Bain & Company October 2007 - September 2008
CBS Radio March 2006 - September 2007
CBS Radio 2005 - 2006
Skills
Advertising, Event Management, Marketing, Recruiting, Management, Sales, Sales Operations, Start-ups, Microsoft Excel, Program Management
Education
Salem State University 2004 — 2005
Bachelor, Business Management
Westfield State University 2001 — 2004
Associates, Business Management
Providence Equity Partners March 2015 - Present
Wellington Management January 2013 - March 2015
Competitor Group August 2011 - March 2012
Percussion Software March 2011 - July 2011
Fluid Trade, Inc 2008 - 2011
Bain & Company October 2007 - September 2008
CBS Radio March 2006 - September 2007
CBS Radio 2005 - 2006
Skills
Advertising, Event Management, Marketing, Recruiting, Management, Sales, Sales Operations, Start-ups, Microsoft Excel, Program Management
Education
Salem State University 2004 — 2005
Bachelor, Business Management
Westfield State University 2001 — 2004
Associates, Business Management
William Keeley William Keeley's Wellington Management Experience May 2012 - October 2012
Job Operations Analyst at Millstreet Capital Management
Industry Financial Services
Experience
Millstreet Capital Management March 2015 - Present
JPMorgan Chase October 2012 - March 2015
Wellington Management May 2012 - October 2012
McCue Farms April 2009 - December 2011
Middlesex South Registry of Deeds June 2008 - August 2011
Pathfinder financial September 2010 - December 2010
Skills
Investment Banking, Excel, Derivatives, Credit Default Swaps, GAAP, Management, Operations Management, Weighted Average Cost..., Bloomberg, Income Statements, Financial Statements, Financial Modeling, Business Modeling, CDS, Microsoft Excel, Income Statement, Analysis, Customer Service, Finance, Financial Analysis, P, PowerPoint, Social Media
Education
Suffolk University 2008 — 2012
BSBA, Finance, 3.5
Tewksbury High School 2004 — 2008
High School Diploma, 3.4
Millstreet Capital Management March 2015 - Present
JPMorgan Chase October 2012 - March 2015
Wellington Management May 2012 - October 2012
McCue Farms April 2009 - December 2011
Middlesex South Registry of Deeds June 2008 - August 2011
Pathfinder financial September 2010 - December 2010
Skills
Investment Banking, Excel, Derivatives, Credit Default Swaps, GAAP, Management, Operations Management, Weighted Average Cost..., Bloomberg, Income Statements, Financial Statements, Financial Modeling, Business Modeling, CDS, Microsoft Excel, Income Statement, Analysis, Customer Service, Finance, Financial Analysis, P, PowerPoint, Social Media
Education
Suffolk University 2008 — 2012
BSBA, Finance, 3.5
Tewksbury High School 2004 — 2008
High School Diploma, 3.4
Susan Roberts Susan Roberts's Wellington Management Experience 2007 - June 2011
Job Senior Vice President, Director Enterprise Program Management Office at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management June 2012 - Present
MFS Investment Management October 2011 - June 2012
Wellington Management 2007 - June 2011
Wellington Management 2003 - 2007
Wellington Management August 2000 - 2003
MetLife 1998 - 2000
New England Financial 1997 - 1998
Bank of Boston 1994 - 1997
Bank of Boston 1992 - 1994
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Syracuse University 1987 — 1991
BA, Mathematics
MFS Investment Management June 2012 - Present
MFS Investment Management October 2011 - June 2012
Wellington Management 2007 - June 2011
Wellington Management 2003 - 2007
Wellington Management August 2000 - 2003
MetLife 1998 - 2000
New England Financial 1997 - 1998
Bank of Boston 1994 - 1997
Bank of Boston 1992 - 1994
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
Syracuse University 1987 — 1991
BA, Mathematics
Rhonda Iron's Wellington Management Experience January 2005 - July 2009
Job Product Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Wellington Management January 2005 - July 2009
Wellington Management Group 1999 - 2009
Wellington Management July 1999 - January 2005
COMPAQ COMPUTER CORPORATION (Formerly Digital Equipment Company) May 1997 - July 1999
Skills
Asset Managment, Fixed Income, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Mutual Funds, Equities, Cross-functional Team..., Strategy, Financial Services, Asset Management, Hedge Funds, Management, CRM, IT Management, Securities, Bloomberg, Strategic Financial..., Investments, Leadership, Analysis, Finance, Alternative Investments, Financial Planning
Education
Seneca College of Applied Arts and Technology 1977 — 1980
Accounting and Finance
TIAA-CREF 2011 - Present
Wellington Management January 2005 - July 2009
Wellington Management Group 1999 - 2009
Wellington Management July 1999 - January 2005
COMPAQ COMPUTER CORPORATION (Formerly Digital Equipment Company) May 1997 - July 1999
Skills
Asset Managment, Fixed Income, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Mutual Funds, Equities, Cross-functional Team..., Strategy, Financial Services, Asset Management, Hedge Funds, Management, CRM, IT Management, Securities, Bloomberg, Strategic Financial..., Investments, Leadership, Analysis, Finance, Alternative Investments, Financial Planning
Education
Seneca College of Applied Arts and Technology 1977 — 1980
Accounting and Finance
Enna Jimenez's Wellington Management Experience July 2014 - Present
Job
Industry Information Technology and Services
Experience
Wellington Management July 2014 - Present
Simmons College June 2013 - Present
Wellington Management April 2010 - June 2014
Bluestreak April 2008 - April 2010
First Marblehead Education Resources 2004 - February 2008
MFS Investment Management May 1998 - March 2004
Skills
Quality Assurance, Agile Methodologies, User Acceptance Testing, SDLC, Testing, Software Quality..., Quality Center, Alumni Relations, Business Analysis, Enterprise Software, Leadership, Management, Networking, Outsourcing, Process Improvement, Requirements Analysis, Scrum, Software Development, Software Project..., Test Automation, Test Planning, Training, Vendor Management, Visio, Integration
Education
Simmons College 1987 — 1991
BS, Computer Science and Spanish
Wellington Management July 2014 - Present
Simmons College June 2013 - Present
Wellington Management April 2010 - June 2014
Bluestreak April 2008 - April 2010
First Marblehead Education Resources 2004 - February 2008
MFS Investment Management May 1998 - March 2004
Skills
Quality Assurance, Agile Methodologies, User Acceptance Testing, SDLC, Testing, Software Quality..., Quality Center, Alumni Relations, Business Analysis, Enterprise Software, Leadership, Management, Networking, Outsourcing, Process Improvement, Requirements Analysis, Scrum, Software Development, Software Project..., Test Automation, Test Planning, Training, Vendor Management, Visio, Integration
Education
Simmons College 1987 — 1991
BS, Computer Science and Spanish
Shireen Eddleblute's Wellington Management Experience 1998 - 1998
Job
Industry Financial Services
Experience
Voyageur Asset Management 1999 - 2009
Firstar Investment Research and Management Company (FIRMCO) 1998 - 1999
Wellington Management 1998 - 1998
Prudential Securities 1993 - 1996
Skills
Asset Managment, Relationship Management, Philanthropy, Volunteering, Equity Research, Investment Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Equities, Financial Analysis
Education
The Ohio State University Fisher College of Business 1989 — 1993
BSBA
Suffolk University - Sawyer Business School 1996 — 1998
MBA
The Ohio State University
Voyageur Asset Management 1999 - 2009
Firstar Investment Research and Management Company (FIRMCO) 1998 - 1999
Wellington Management 1998 - 1998
Prudential Securities 1993 - 1996
Skills
Asset Managment, Relationship Management, Philanthropy, Volunteering, Equity Research, Investment Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Equities, Financial Analysis
Education
The Ohio State University Fisher College of Business 1989 — 1993
BSBA
Suffolk University - Sawyer Business School 1996 — 1998
MBA
The Ohio State University
Brian Kerr's Wellington Management Experience September 2013 - Present
Job
Industry Financial Services
Experience
Wellington Management September 2013 - Present
Skills
Intellectual Property, Licensing, Software Licensing, Employment Law, Contract Negotiation, Corporate Governance, Corporate Law, Contract Law, Data Privacy, Due Diligence, Patents, Mergers, Copyright Law, Dispute Resolution, Joint Ventures, Privacy Law, Litigation, Trademarks, Legal Writing, Legal Research, Legal Compliance, Arbitration, Commercial Litigation
Education
Suffolk University Law School 1995 — 1998
JD, Law
Suffolk University - Sawyer Business School 1994 — 1998
MBA, Management
Tufts University 1988 — 1992
BA, English
BC High
Wellington Management September 2013 - Present
Skills
Intellectual Property, Licensing, Software Licensing, Employment Law, Contract Negotiation, Corporate Governance, Corporate Law, Contract Law, Data Privacy, Due Diligence, Patents, Mergers, Copyright Law, Dispute Resolution, Joint Ventures, Privacy Law, Litigation, Trademarks, Legal Writing, Legal Research, Legal Compliance, Arbitration, Commercial Litigation
Education
Suffolk University Law School 1995 — 1998
JD, Law
Suffolk University - Sawyer Business School 1994 — 1998
MBA, Management
Tufts University 1988 — 1992
BA, English
BC High
Christopher Condron's Wellington Management Experience March 2012 - January 2014
Job Principal Software Architect at PerkinElmer
Industry Computer Software
Experience
PerkinElmer January 2014 - Present
Wellington Management March 2012 - January 2014
Wellington Management June 2011 - April 2012
FM Global February 2009 - June 2011
Griffonsoft July 2005 - March 2011
Hanover Insurance Group October 2005 - January 2009
Object Systems Group July 2005 - October 2005
Avaya May 2003 - May 2005
Upper Hand Engineering April 2002 - May 2003
The Northern Group January 1999 - April 2002
Skills
Software Development, Performance Tuning, C#, Agile Methodologies, SDLC, XML, Process Improvement, Testing, SOA, Quality Assurance, SharePoint, Microsoft SQL Server, .NET, WCF, Solution Architecture, Requirements Analysis, Enterprise Software
Education
Springfield College 1992 — 1996
Computer and Information Science
PerkinElmer January 2014 - Present
Wellington Management March 2012 - January 2014
Wellington Management June 2011 - April 2012
FM Global February 2009 - June 2011
Griffonsoft July 2005 - March 2011
Hanover Insurance Group October 2005 - January 2009
Object Systems Group July 2005 - October 2005
Avaya May 2003 - May 2005
Upper Hand Engineering April 2002 - May 2003
The Northern Group January 1999 - April 2002
Skills
Software Development, Performance Tuning, C#, Agile Methodologies, SDLC, XML, Process Improvement, Testing, SOA, Quality Assurance, SharePoint, Microsoft SQL Server, .NET, WCF, Solution Architecture, Requirements Analysis, Enterprise Software
Education
Springfield College 1992 — 1996
Computer and Information Science
Abigail Clare's Wellington Management Experience July 2015 - Present
Job Relationship Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management December 2010 - July 2015
Wellington Management May 2007 - December 2010
Putnam Investments May 2004 - May 2007
Bucks County Republican Committee March 2002 - January 2004
Skills
Insurance, Negotiation, Organizational Change, Customer Relations, Strategic Planning, Marketing, Business Development, Analysis
Education
Simmons School of Management 2008 — 2011
MBA, magna cum laude, International Business
University of Massachusetts Boston 2004 — 2005
Certificate, Dispute Resolution
University of St. Andrews 1997 — 2001
MA Honors, Philosophy and International Relations
Governor Dummer Academy 1993 — 1997
Wellington Management July 2015 - Present
Wellington Management December 2010 - July 2015
Wellington Management May 2007 - December 2010
Putnam Investments May 2004 - May 2007
Bucks County Republican Committee March 2002 - January 2004
Skills
Insurance, Negotiation, Organizational Change, Customer Relations, Strategic Planning, Marketing, Business Development, Analysis
Education
Simmons School of Management 2008 — 2011
MBA, magna cum laude, International Business
University of Massachusetts Boston 2004 — 2005
Certificate, Dispute Resolution
University of St. Andrews 1997 — 2001
MA Honors, Philosophy and International Relations
Governor Dummer Academy 1993 — 1997
Christopher Arinello's Wellington Management Experience October 2008 - October 2010
Job Manager, Global Alliances at Omgeo
Industry Financial Services
Experience
Omgeo September 2010 - Present
Wellington Management October 2008 - October 2010
Bottomline Technologies November 2007 - November 2008
Charles River Development 2002 - 2006
State Street 1997 - 2001
Skills
Trading Systems
Education
Salem State University 1988 — 2003
Omgeo September 2010 - Present
Wellington Management October 2008 - October 2010
Bottomline Technologies November 2007 - November 2008
Charles River Development 2002 - 2006
State Street 1997 - 2001
Skills
Trading Systems
Education
Salem State University 1988 — 2003
Maria McSheffrey's Wellington Management Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management Company, LLP January 2009 - April 2010
Wellington Management 2002 - 2009
Education
Simmons College - Simmons School of Management
MBA
Wheaton College (MA)
BA, Economics
Wellington Management Company, LLP January 2009 - April 2010
Wellington Management 2002 - 2009
Education
Simmons College - Simmons School of Management
MBA
Wheaton College (MA)
BA, Economics
Vicki Bacheller's Wellington Management Experience January 2014 - Present
Job Account Manager, Wellington Management Co., LLP
Industry Financial Services
Experience
Wellington Management January 2014 - Present
Wellington Management 2004 - Present
Putnam Investments 1998 - 2003
Skills
Financial Services
Education
State University of New York College at Oswego 1994 — 1998
Wellington Management January 2014 - Present
Wellington Management 2004 - Present
Putnam Investments 1998 - 2003
Skills
Financial Services
Education
State University of New York College at Oswego 1994 — 1998
Mary-Elizabeth Meli's Wellington Management Experience February 2015 - Present
Job Legal, Wellington Management
Industry Investment Management
Experience
Wellington Management February 2015 - Present
Arrowstreet Capital January 2014 - February 2015
HighVista Strategies November 2010 - January 2014
Wellington Management June 2004 - November 2010
Skills
Hedge Funds, Corporate Governance, Securities
Education
Suffolk University Law School 2006 — 2010
JD
Villanova University 2000 — 2004
BS, Finance
Wellington Management February 2015 - Present
Arrowstreet Capital January 2014 - February 2015
HighVista Strategies November 2010 - January 2014
Wellington Management June 2004 - November 2010
Skills
Hedge Funds, Corporate Governance, Securities
Education
Suffolk University Law School 2006 — 2010
JD
Villanova University 2000 — 2004
BS, Finance
Kristina O'Gannon's Wellington Management Experience July 2015 - Present
Job Vice President, Business Development Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management October 2011 - July 2015
Brooke Private Equity Associates January 2010 - October 2011
Wellington Management October 2004 - January 2010
Putnam Investments 2002 - 2004
SSgA June 1999 - April 2002
Skills
Asset Management
Education
Syracuse University 1994 — 1998
BA, International Relations, Minor in Finance
Wellington Management July 2015 - Present
Wellington Management October 2011 - July 2015
Brooke Private Equity Associates January 2010 - October 2011
Wellington Management October 2004 - January 2010
Putnam Investments 2002 - 2004
SSgA June 1999 - April 2002
Skills
Asset Management
Education
Syracuse University 1994 — 1998
BA, International Relations, Minor in Finance
Brett Bickford's Wellington Management Experience June 2014 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2014 - Present
Eaton Vance October 2012 - June 2014
State Street Global Advisors (SSgA) July 2011 - October 2012
State Street Global Advisors (SSgA) April 2009 - July 2011
State Street December 2007 - April 2009
Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts, English and Government
Wellington Management June 2014 - Present
Eaton Vance October 2012 - June 2014
State Street Global Advisors (SSgA) July 2011 - October 2012
State Street Global Advisors (SSgA) April 2009 - July 2011
State Street December 2007 - April 2009
Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts, English and Government
Marla Skeffington's Wellington Management Experience 1996 - 1998
Job Head of Client Services US Investment Service Financial Institutions
Industry Investment Management
Experience
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
T. Rowe Price January 2014 - Present
Western Asset Management Company July 2010 - July 2013
Western Asset Management November 2006 - June 2010
Western Asset Management November 2001 - October 2006
Western Asset Management September 1999 - October 2001
Van Deventer & Hoch 1998 - 1999
Wellington Management 1996 - 1998
Wellington Management Company 1994 - 1996
Skills
Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Marketing, Asset Allocation, Asset Managment, Investments, Business Development, Finance, Investment Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Management
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Post-graduate certificate, Professional Services Leadership Initiative
Suffolk University - Sawyer Business School 1994 — 1999
MBA, Marketing
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
BA, Economics, Spanish
David Rouse's Wellington Management Experience September 2012 - Present
Job Assistant Vice President, Regulatory Compliance at Wellington Management Company
Industry Investment Management
Experience
Wellington Management September 2012 - Present
Wellington Management January 2010 - September 2012
Fidelity Investments June 2007 - December 2009
Fidelity Investments April 2007 - June 2007
Fidelity Investments March 2006 - April 2007
Fidelity Investments August 2004 - March 2006
Skills
Fixed Income, Equities, Investments, Mutual Funds, Securities, Asset Management, Risk Management, Derivatives, Compliance, Trading, Portfolio Management, Bloomberg, Due Diligence, Risk, Investment Advisory, Excel, PowerPoint, Word, Credit, Bonds, Financial Services
Education
St. Lawrence University 2001 — 2004
B.A.
Goethe Institut - Murnau, Germany 2000 — 2001
German
Dover Sherborn High School 1996 — 2000
Wellington Management September 2012 - Present
Wellington Management January 2010 - September 2012
Fidelity Investments June 2007 - December 2009
Fidelity Investments April 2007 - June 2007
Fidelity Investments March 2006 - April 2007
Fidelity Investments August 2004 - March 2006
Skills
Fixed Income, Equities, Investments, Mutual Funds, Securities, Asset Management, Risk Management, Derivatives, Compliance, Trading, Portfolio Management, Bloomberg, Due Diligence, Risk, Investment Advisory, Excel, PowerPoint, Word, Credit, Bonds, Financial Services
Education
St. Lawrence University 2001 — 2004
B.A.
Goethe Institut - Murnau, Germany 2000 — 2001
German
Dover Sherborn High School 1996 — 2000
David Goerz's Wellington Management Experience September 1995 - January 2002
Job Chief Investment Officer & Investment Strategist
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo) March 2013 - January 2015
HighMark Capital Management August 2003 - January 2013
mPower January 2002 - August 2003
Wellington Management September 1995 - January 2002
TSA Capital Management April 1994 - August 1995
ARCO Investment Management Company July 1990 - April 1994
General Dynamics April 1986 - September 1989
Skills
Investments, Team Leadership, Asset Management, Portfolio Optimization, Mutual Funds, Derivatives, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Strategies, Equities, Risk Management, Financial Advisory, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Investment Management, Wealth Management, Market Risk, Asset Managment, Securities, Financial Services, Hedge Funds, Economics, Options, Equity Research, Bonds, Capital Markets
Education
Stanford University 1989 — 1990
MS, Operations Research Engineering
University of California, Los Angeles 1981 — 1985
BS, Applied Mathematics
Woodside High School 1976 — 1981
Alberta Investment Management Corporation (AIMCo) March 2013 - January 2015
HighMark Capital Management August 2003 - January 2013
mPower January 2002 - August 2003
Wellington Management September 1995 - January 2002
TSA Capital Management April 1994 - August 1995
ARCO Investment Management Company July 1990 - April 1994
General Dynamics April 1986 - September 1989
Skills
Investments, Team Leadership, Asset Management, Portfolio Optimization, Mutual Funds, Derivatives, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Strategies, Equities, Risk Management, Financial Advisory, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Investment Management, Wealth Management, Market Risk, Asset Managment, Securities, Financial Services, Hedge Funds, Economics, Options, Equity Research, Bonds, Capital Markets
Education
Stanford University 1989 — 1990
MS, Operations Research Engineering
University of California, Los Angeles 1981 — 1985
BS, Applied Mathematics
Woodside High School 1976 — 1981
Adam Thorell, CPA's Wellington Management Experience July 2012 - Present
Job Performance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Wellington Management July 2012 - Present
Wellington Management September 2008 - July 2012
State Street April 2007 - September 2008
State Street April 2006 - April 2007
State Street June 2004 - April 2006
State Street December 2000 - June 2004
State Street August 2000 - December 2000
State Street February 2000 - August 2000
Investor's Bank & Trust 1999 - 2000
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA/MSA, Accounting
University of New Hampshire 1992 — 1998
BA, Political Science, minor in Political Economics
Manchester High School West 1988 — 1992
West High School 1988 — 1992
Cara McMichael Swart's Wellington Management Experience May 2002 - Present
Job Client Integration
Industry Financial Services
Experience
Wellington Management May 2002 - Present
Investors Bank & Trust July 2000 - May 2002
Investors Bank & Trust (Dublin) 2001 - 2001
Education
Syracuse University 1996 — 2000
Wellington Management May 2002 - Present
Investors Bank & Trust July 2000 - May 2002
Investors Bank & Trust (Dublin) 2001 - 2001
Education
Syracuse University 1996 — 2000
Andrew Fernando's Wellington Management Experience July 2006 - February 2007
Job Director Internal & Compensation Accounting at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management July 2010 - November 2011
Babson Capital Management April 2009 - June 2010
Babson Capital Management February 2007 - March 2009
Wellington Management July 2006 - February 2007
Wellington Management January 2006 - June 2006
Wellington Management January 2000 - December 2005
Melanson Heath July 1998 - August 1999
Scott A. Goffstein & Associates, LLP July 1997 - May 1998
Nabnasset corporation June 1995 - June 1997
Skills
Financial Modeling, Accounting, Financial Analysis, Analysis, Financial Services, Investments, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
State University of New York College at Oswego 1992 — 1994
Bachelor of Science (BS), Accounting
State University of New York at Delhi 1986 — 1988
Associate of Science (AS), Computer Science
Babson Capital Management July 2010 - November 2011
Babson Capital Management April 2009 - June 2010
Babson Capital Management February 2007 - March 2009
Wellington Management July 2006 - February 2007
Wellington Management January 2006 - June 2006
Wellington Management January 2000 - December 2005
Melanson Heath July 1998 - August 1999
Scott A. Goffstein & Associates, LLP July 1997 - May 1998
Nabnasset corporation June 1995 - June 1997
Skills
Financial Modeling, Accounting, Financial Analysis, Analysis, Financial Services, Investments, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
State University of New York College at Oswego 1992 — 1994
Bachelor of Science (BS), Accounting
State University of New York at Delhi 1986 — 1988
Associate of Science (AS), Computer Science
Bill Jorgensen's Wellington Management Experience 2004 - 2007
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Beth Whipple's Wellington Management Experience February 2012 - Present
Job Wellington Management Company
Industry Financial Services
Experience
Wellington Management February 2012 - Present
Highfields Capital August 2011 - February 2012
Wellington Management June 2009 - August 2011
State Street Global Markets April 2007 - December 2008
Deutsche Bank September 1992 - April 2007
Skills
Trading, Fixed Income, Alternative Investments, Hedge Funds, Series 7, Equities, Portfolio Management, Securities, Investments, Capital Markets, Derivatives, Asset Management, Bloomberg, Series 63, Mutual Funds
Education
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science (B.S.), Audiology/Audiologist and Speech-Language Pathology/Pathologist
LeRoy High School
Wellington Management February 2012 - Present
Highfields Capital August 2011 - February 2012
Wellington Management June 2009 - August 2011
State Street Global Markets April 2007 - December 2008
Deutsche Bank September 1992 - April 2007
Skills
Trading, Fixed Income, Alternative Investments, Hedge Funds, Series 7, Equities, Portfolio Management, Securities, Investments, Capital Markets, Derivatives, Asset Management, Bloomberg, Series 63, Mutual Funds
Education
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science (B.S.), Audiology/Audiologist and Speech-Language Pathology/Pathologist
LeRoy High School
Jamal Elbatnigi's Wellington Management Experience September 2012 - Present
Job Sr. Software Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2012 - Present
PUTNAM INVESTMENTS March 2004 - September 2012
KEANE Inc, 2003 - 2004
OAO TECHNOLOGY SOLUTIONS 2002 - 2003
Skills
Java, J2EE Application..., JDBC, JavaBeans, Swing, JBoss Application Server, Hibernate, JSP, Java Web Services, Java RMI, Eclipse, JGoodies, JNDI, XML, DTDs, JAXB, Groovy, TIBCO, Vision, Unix, Unix Shell Scripting, Oracle 9i, Oracle PL/SQL..., Oracle Coherence, C++, C, Perl, JavaScript, HTML 5, AJAX, CSS, PHP, ColdFusion, JSON, YQL, RSS, jQuery, jQuery Mobile, Sencha Touch, Android Development, Objective-C, Xcode, Red Hat Linux, FIX, Equity Trading, Equity Research, Fixed Income, Options, FX trading, Oracle
Education
Harvard University Extension School 2010 — 2014
Master's degree, Computer Software Engineering
Saint Mary's University 1998 — 2002
Bachelor of Applied Science (BASc), Computer Science
Wellington Management September 2012 - Present
PUTNAM INVESTMENTS March 2004 - September 2012
KEANE Inc, 2003 - 2004
OAO TECHNOLOGY SOLUTIONS 2002 - 2003
Skills
Java, J2EE Application..., JDBC, JavaBeans, Swing, JBoss Application Server, Hibernate, JSP, Java Web Services, Java RMI, Eclipse, JGoodies, JNDI, XML, DTDs, JAXB, Groovy, TIBCO, Vision, Unix, Unix Shell Scripting, Oracle 9i, Oracle PL/SQL..., Oracle Coherence, C++, C, Perl, JavaScript, HTML 5, AJAX, CSS, PHP, ColdFusion, JSON, YQL, RSS, jQuery, jQuery Mobile, Sencha Touch, Android Development, Objective-C, Xcode, Red Hat Linux, FIX, Equity Trading, Equity Research, Fixed Income, Options, FX trading, Oracle
Education
Harvard University Extension School 2010 — 2014
Master's degree, Computer Software Engineering
Saint Mary's University 1998 — 2002
Bachelor of Applied Science (BASc), Computer Science
Jane Peyrouse's Wellington Management Experience 1981 - Present
Job VP, Communications Strategies
Industry Financial Services
Experience
Wellington Management 1981 - Present
Commonwealth of Massachusetts 1979 - 1981
Skills
Investments, Strategic Planning, Portfolio Management, Asset Managment, Project Management, Marketing Strategy, Social Media, Marketing Communications, Fixed Income, Marketing, Asset Allocation, Public Speaking, Alternative Investments, Risk Management, Equities
Education
Boston University
MBA
Smith College
AB, Government
University of Wisconsin-Superior
Biology - water quality
Wellington Management 1981 - Present
Commonwealth of Massachusetts 1979 - 1981
Skills
Investments, Strategic Planning, Portfolio Management, Asset Managment, Project Management, Marketing Strategy, Social Media, Marketing Communications, Fixed Income, Marketing, Asset Allocation, Public Speaking, Alternative Investments, Risk Management, Equities
Education
Boston University
MBA
Smith College
AB, Government
University of Wisconsin-Superior
Biology - water quality
Charles Zha's Wellington Management Experience November 2012 - Present
Job Lead System Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2012 - Present
SunGard VPM 2006 - November 2012
Intel November 1999 - July 2003
Skills
Requirements Analysis, Software Development, Testing, Automation, Business Analysis, Hedge Funds, SQL, C++, VB.NET, T-SQL, C#, Agile, ASP.NET, Customer Relations, VBA, Capital Markets, Alternative Investments, C, Program Management, SQL Server, Requirements Gathering, Scrum, Project Management, Software Project..., Software Implementation, Agile Methodologies
Education
Stony Brook University 2004 — 2006
M.B.A, Finance, Information System Management
University of Illinois at Urbana-Champaign 1994 — 1999
B.A., Math and Computer Science
Wellington Management November 2012 - Present
SunGard VPM 2006 - November 2012
Intel November 1999 - July 2003
Skills
Requirements Analysis, Software Development, Testing, Automation, Business Analysis, Hedge Funds, SQL, C++, VB.NET, T-SQL, C#, Agile, ASP.NET, Customer Relations, VBA, Capital Markets, Alternative Investments, C, Program Management, SQL Server, Requirements Gathering, Scrum, Project Management, Software Project..., Software Implementation, Agile Methodologies
Education
Stony Brook University 2004 — 2006
M.B.A, Finance, Information System Management
University of Illinois at Urbana-Champaign 1994 — 1999
B.A., Math and Computer Science
Jes Maxfield's Wellington Management Experience December 2014 - Present
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2014 - Present
Wellington Management March 2011 - November 2014
Wellington Management July 2009 - March 2011
ChoiceStream May 2009 - July 2009
Wellington Management June 2008 - March 2009
Skills
Access, Microsoft Excel, PowerPoint, Outlook, Adobe Acrobat, Microsoft Office, OS X, Microsoft Word, Research, Editing
Education
Simmons College 2004 — 2008
Bachelor of Arts, Art History/Finance
Sotheby's Institute of Art 2007 — 2007
Certificate of Fine European Decorative Arts
Wellington Management December 2014 - Present
Wellington Management March 2011 - November 2014
Wellington Management July 2009 - March 2011
ChoiceStream May 2009 - July 2009
Wellington Management June 2008 - March 2009
Skills
Access, Microsoft Excel, PowerPoint, Outlook, Adobe Acrobat, Microsoft Office, OS X, Microsoft Word, Research, Editing
Education
Simmons College 2004 — 2008
Bachelor of Arts, Art History/Finance
Sotheby's Institute of Art 2007 — 2007
Certificate of Fine European Decorative Arts
Crystal Stephens's Wellington Management Experience September 2005 - January 2010
Job Homemaker at Stephens household
Industry Marketing and Advertising
Experience
Stephens family September 2009 - Present
Wellington Management September 2005 - January 2010
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, International Business
Washington University in St. Louis 1999 — 2003
BA, Political Science and International Studies
Stephens family September 2009 - Present
Wellington Management September 2005 - January 2010
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, International Business
Washington University in St. Louis 1999 — 2003
BA, Political Science and International Studies
Norm Young's Wellington Management Experience July 2000 - November 2006
Job Director, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Julie Mackin's Wellington Management Experience August 2000 - January 2006
Job Trust Assistant at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Patrick Shea's Wellington Management Experience September 2002 - October 2004
Job Director Physician Staffing at CoreMedical Group
Industry Staffing and Recruiting
Experience
CoreMedical Group December 2013 - Present
Partners Medical Staffing April 2013 - November 2013
Medicus Healthcare Solutions October 2004 - April 2013
Wellington Management September 2002 - October 2004
State Street August 1998 - September 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Account Management, Temporary Staffing, Cold Calling, Technical Recruiting, Hospitals, Human Resources, Onboarding, Sales, Staff Development, Change Management, Sales Management, Trade Shows, Building Relationships, Team Building, Problem Solving, Coaching, Staffing Services, Emergency Medicine, Radiology, Healthcare, Management, Interviews, Permanent Placement, Contract Recruitment, Team Leadership, Physicians, Temporary Placement, Sourcing, Screening Resumes, Customer Service, Development Of Employees, Operations Management
Education
Saint Anselm College
CoreMedical Group December 2013 - Present
Partners Medical Staffing April 2013 - November 2013
Medicus Healthcare Solutions October 2004 - April 2013
Wellington Management September 2002 - October 2004
State Street August 1998 - September 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Account Management, Temporary Staffing, Cold Calling, Technical Recruiting, Hospitals, Human Resources, Onboarding, Sales, Staff Development, Change Management, Sales Management, Trade Shows, Building Relationships, Team Building, Problem Solving, Coaching, Staffing Services, Emergency Medicine, Radiology, Healthcare, Management, Interviews, Permanent Placement, Contract Recruitment, Team Leadership, Physicians, Temporary Placement, Sourcing, Screening Resumes, Customer Service, Development Of Employees, Operations Management
Education
Saint Anselm College
Kenneth Abrams's Wellington Management Experience July 1986 - Present
Job Patner at Wellington Management
Industry Financial Services
Experience
Wellington Management July 1986 - Present
Education
Stanford University Graduate School of Business 1984 — 1986
mba
Stanford University 1978 — 1982
BA, Economics, German Literature
Wellington Management July 1986 - Present
Education
Stanford University Graduate School of Business 1984 — 1986
mba
Stanford University 1978 — 1982
BA, Economics, German Literature
Heidi L. Stuck's Wellington Management Experience 2000 - 2004
Job Project Manager at General Dynamics
Industry Defense & Space
Experience
General Dynamics Project ManagerGeneral Dynamics Information Technology2007 - Present
MFS Investment Management 2004 - 2007
MFS 2004 - 2006
Wellington Management 2000 - 2004
New England Funds 1997 - 2002
Skills
Project Management, Management, Business Analysis, Integration, Requirements Analysis, Process Improvement, SharePoint, Disaster Recovery, Vendor Management, Software Documentation, SCSM
Education
University of Massachusetts Boston 1991 — 1994
MIS, computers, finance
Simmons College 1985 — 1987
Accounting
General Dynamics Project ManagerGeneral Dynamics Information Technology2007 - Present
MFS Investment Management 2004 - 2007
MFS 2004 - 2006
Wellington Management 2000 - 2004
New England Funds 1997 - 2002
Skills
Project Management, Management, Business Analysis, Integration, Requirements Analysis, Process Improvement, SharePoint, Disaster Recovery, Vendor Management, Software Documentation, SCSM
Education
University of Massachusetts Boston 1991 — 1994
MIS, computers, finance
Simmons College 1985 — 1987
Accounting
Stacy Boari's Wellington Management Experience July 1986 - January 1991
Job Office Assistant at Town of North Attleboro
Industry Government Administration
Experience
Town of North Attleboro June 2007 - Present
WestPoint Home September 2006 - June 2007
Wellington Management July 1986 - January 1991
Coopers & Lybrand July 1983 - July 1986
Education
Stonehill College 1979 — 1983
BSBA, Accounting
Town of North Attleboro June 2007 - Present
WestPoint Home September 2006 - June 2007
Wellington Management July 1986 - January 1991
Coopers & Lybrand July 1983 - July 1986
Education
Stonehill College 1979 — 1983
BSBA, Accounting
Adele Kohler, CFA's Wellington Management Experience January 2011 - Present
Job Director, WMC Alternative Investment Solutions at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2011 - Present
Wellington Management May 2008 - December 2010
State Street Global Advisors Ltd 2005 - 2008
Education
Smith College 1988 — 1992
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
Wellington Management January 2011 - Present
Wellington Management May 2008 - December 2010
State Street Global Advisors Ltd 2005 - 2008
Education
Smith College 1988 — 1992
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
David Maclary's Wellington Management Experience December 1996 - December 2004
Job Consultant – Applications Support Analyst at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson January 2005 - Present
Wellington Management December 1996 - December 2004
Analog Devices, Inc May 1991 - December 1996
United Liquors LLP July 1990 - February 1991
Wigs by Paula, Inc June 1989 - July 1990
Stonehill College September 1986 - May 1989
Education
Stonehill College 1985 — 1989
Bachelor of Science, Computer Science
Johnson & Johnson January 2005 - Present
Wellington Management December 1996 - December 2004
Analog Devices, Inc May 1991 - December 1996
United Liquors LLP July 1990 - February 1991
Wigs by Paula, Inc June 1989 - July 1990
Stonehill College September 1986 - May 1989
Education
Stonehill College 1985 — 1989
Bachelor of Science, Computer Science
Charlene Cullinane's Wellington Management Experience December 2006 - September 2007
Job Executive Assistant III
Industry Insurance
Experience
Liberty Mutual Insurance September 2013 - Present
Boston Children's Hospital October 2010 - September 2013
Wellington Management Company LLP September 2007 - December 2008
Wellington Management December 2006 - September 2007
Skills
Marketing, Social Media, Event Planning, Microsoft Office, Email Marketing, Retail Sales, Retail Buying, Wholesale Purchasing, International Shipping, International Sales, Credit Card Transaction..., Website Updating, Website Promotion, Expos, Magento, Ansos, Training, Access, Microsoft Excel, Management, Customer Service, Time Management, Social Networking, Microsoft Word, Facebook, PowerPoint, Public Speaking
Education
Suffolk University
Bachelor of Business Administration (BBA), International/Global Studies
Liberty Mutual Insurance September 2013 - Present
Boston Children's Hospital October 2010 - September 2013
Wellington Management Company LLP September 2007 - December 2008
Wellington Management December 2006 - September 2007
Skills
Marketing, Social Media, Event Planning, Microsoft Office, Email Marketing, Retail Sales, Retail Buying, Wholesale Purchasing, International Shipping, International Sales, Credit Card Transaction..., Website Updating, Website Promotion, Expos, Magento, Ansos, Training, Access, Microsoft Excel, Management, Customer Service, Time Management, Social Networking, Microsoft Word, Facebook, PowerPoint, Public Speaking
Education
Suffolk University
Bachelor of Business Administration (BBA), International/Global Studies
Maura Perriello's Wellington Management Experience November 2009 - Present
Job Administrative Assistant at Wellington Management
Industry Executive Office
Experience
Wellington Management November 2009 - Present
Education
Saint Michael's College 1988 — 1991
B.A., Psychology
Wellington Management November 2009 - Present
Education
Saint Michael's College 1988 — 1991
B.A., Psychology
Denise England's Wellington Management Experience June 2009 - January 2015
Job Business Manager, Legal and Compliance at Wellington Management International Ltd
Industry Financial Services
Experience
Wellington Management International Ltd February 2015 - Present
Wellington Management June 2009 - January 2015
Wellington Management Company January 2007 - June 2009
Skills
Asset Managment, Bloomberg, Securities
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSF, Finance
Wellington Management International Ltd February 2015 - Present
Wellington Management June 2009 - January 2015
Wellington Management Company January 2007 - June 2009
Skills
Asset Managment, Bloomberg, Securities
Education
Suffolk University - Sawyer Business School 2008 — 2011
MSF, Finance
Brinda Budhraja's Wellington Management Experience 2003 - 2007
Job Consultant, Poverty Alleviation
Industry Philanthropy
Experience
Eos Foundation January 2014 - Present
Family Independence Initiative June 2013 - December 2013
Boston Rising (an initiative of Eos Foundation) 2013 - 2013
Boston Rising (an initiative of Eos Foundation) July 2012 - September 2012
Poplar Forest Capital July 2009 - September 2011
The Boston Consulting Group June 2008 - August 2008
Wellington Management 2003 - 2007
Skills
Philanthropy, Strategy, Social Entrepreneurship, Nonprofits, Analysis, Financial Modeling, Investments, Business Strategy, Valuation, Due Diligence, Financial Analysis, Investment Management, Research, Management, Equities, Equity Research, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
University of Pennsylvania 1999 — 2003
BS in Economics, Finance/Business (Wharton School), Psychology (College of Arts and Sciences)
Eos Foundation January 2014 - Present
Family Independence Initiative June 2013 - December 2013
Boston Rising (an initiative of Eos Foundation) 2013 - 2013
Boston Rising (an initiative of Eos Foundation) July 2012 - September 2012
Poplar Forest Capital July 2009 - September 2011
The Boston Consulting Group June 2008 - August 2008
Wellington Management 2003 - 2007
Skills
Philanthropy, Strategy, Social Entrepreneurship, Nonprofits, Analysis, Financial Modeling, Investments, Business Strategy, Valuation, Due Diligence, Financial Analysis, Investment Management, Research, Management, Equities, Equity Research, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
University of Pennsylvania 1999 — 2003
BS in Economics, Finance/Business (Wharton School), Psychology (College of Arts and Sciences)
Stephen Maher's Wellington Management Experience August 2010 - November 2012
Job President at SPM Investment Systems Consulting (SPMIsc, Inc)
Industry Investment Management
Experience
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
Elaine Petrocelli's Wellington Management Experience November 1987 - October 1999
Job Adjunct Math Instructor
Industry Education Management
Experience
North Shore Community College September 2010 - Present
Marian Court College January 2012 - May 2012
Endicott College September 2011 - December 2011
Nathaniel Bowditch School November 2010 - October 2011
Salem Public Schools December 2009 - March 2010
Putnam Investments October 1999 - February 2009
Wellington Management November 1987 - October 1999
wellington management 1987 - 1999
Skills
Portfolio Management, Requirements Analysis, Equities, Databases, Investments, Testing, Management, Integration, Analysis, Data Analysis, Business Analysis, Derivatives, Program Management
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MSF, Finance
Suffolk University - Sawyer Business School 1984 — 1988
BSBA, Management/Finance
Mount St. Joseph Academy
North Shore Community College September 2010 - Present
Marian Court College January 2012 - May 2012
Endicott College September 2011 - December 2011
Nathaniel Bowditch School November 2010 - October 2011
Salem Public Schools December 2009 - March 2010
Putnam Investments October 1999 - February 2009
Wellington Management November 1987 - October 1999
wellington management 1987 - 1999
Skills
Portfolio Management, Requirements Analysis, Equities, Databases, Investments, Testing, Management, Integration, Analysis, Data Analysis, Business Analysis, Derivatives, Program Management
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MSF, Finance
Suffolk University - Sawyer Business School 1984 — 1988
BSBA, Management/Finance
Mount St. Joseph Academy
Anthony Di Mascio's Wellington Management Experience October 2012 - August 2014
Job Business Systems Analyst at Bain Capital
Industry Financial Services
Experience
Bain Capital September 2014 - Present
Wellington Management October 2012 - August 2014
Brown Brothers Harriman September 2005 - October 2012
Skills
Pricing, Oracle SQL, SQL, Software Design, Software Development, Eagle STAR, Eagle PACE, Software Project..., Security Reference, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds, Securities, Business Analysis, SDLC, Reference Data, PL/SQL, Agile Methodologies, Valuation, Equities, Oracle, Financial Services, Derivatives, Data Warehousing
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelors, Finance
American University of Rome 2002 — 2003
Austin Preparatory School 1997 — 2001
Bain Capital September 2014 - Present
Wellington Management October 2012 - August 2014
Brown Brothers Harriman September 2005 - October 2012
Skills
Pricing, Oracle SQL, SQL, Software Design, Software Development, Eagle STAR, Eagle PACE, Software Project..., Security Reference, Fund Accounting, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds, Securities, Business Analysis, SDLC, Reference Data, PL/SQL, Agile Methodologies, Valuation, Equities, Oracle, Financial Services, Derivatives, Data Warehousing
Education
Suffolk University - Sawyer Business School 2001 — 2005
Bachelors, Finance
American University of Rome 2002 — 2003
Austin Preparatory School 1997 — 2001
Kenneth Abrams's Wellington Management Experience August 1986 - Present
Job partner at Wellington Management
Industry Investment Management
Experience
Wellington Management August 1986 - Present
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Business/Commerce, General
Stanford University 1978 — 1982
Bachelor's degree, German Studies and Economics
Wellington Management August 1986 - Present
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Business/Commerce, General
Stanford University 1978 — 1982
Bachelor's degree, German Studies and Economics
Courtney Madden, CFA's Wellington Management Experience April 2012 - Present
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Wellington Management April 2012 - Present
Wellington Management August 2010 - April 2012
Brown Brothers Harriman June 2008 - July 2010
ACI Worldwide September 2007 - December 2007
Bear Stearns June 2007 - August 2007
Morgan Stanley Smith Barney January 2007 - May 2007
Education
Stonehill College 2004 — 2008
Bachelor of Science (BS), Finance, General
Jennifer Vaillette's Wellington Management Experience April 2014 - Present
Job Emerging Markets Debt Assistant
Industry Investment Management
Experience
Wellington Management April 2014 - Present
IMA North Amercia March 2010 - April 2014
eClinicalWorks February 2006 - August 2009
Worcester Public Schools September 2005 - February 2006
Skills
Management, Program Management, Troubleshooting, Recruiting, Customer Service, Budgets, Customer Satisfaction, Team Building, Account Management, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Project Management, Social Media
Education
Suffolk University 1998 — 2003
Bachelor of Science, Communication & Journalism; Interpersonal & Organizational Communications
Wellington Management April 2014 - Present
IMA North Amercia March 2010 - April 2014
eClinicalWorks February 2006 - August 2009
Worcester Public Schools September 2005 - February 2006
Skills
Management, Program Management, Troubleshooting, Recruiting, Customer Service, Budgets, Customer Satisfaction, Team Building, Account Management, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Project Management, Social Media
Education
Suffolk University 1998 — 2003
Bachelor of Science, Communication & Journalism; Interpersonal & Organizational Communications
Lindsay McFadden's Wellington Management Experience October 2011 - Present
Job Client Reporting Analyst Wellington Managment LLC
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Wellington Management October 2011 - Present
Brown Brothers Harriman May 2006 - September 2011
Investors Bank & Trust November 2004 - May 2006
Skills
Mutual Funds
Education
Saint Joseph's College 2000 — 2004
B.S, Bussiness Managment
Ben Ahles, CFA's Wellington Management Experience January 2011 - Present
Job Assistant Vice President, Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2011 - Present
Skills
Fixed Income, Bloomberg
Education
Skidmore College 2002 — 2006
B.S., Economics, Management & Business
Wellington Management January 2011 - Present
Skills
Fixed Income, Bloomberg
Education
Skidmore College 2002 — 2006
B.S., Economics, Management & Business
Tarit Rao-Chakravorti's Wellington Management Experience July 2012 - January 2015
Job Analyst at Monitor 360
Industry Public Policy
Experience
Monitor 360 January 2015 - Present
Wellington Management July 2012 - January 2015
The Carter Center May 2011 - August 2011
Ergo Advisors June 2010 - August 2010
Skills
Economics, Microsoft Excel, Spanish, Stata, Data Analysis, Public Speaking, Microsoft Office, Statistics, Research, Political Science, Emerging Markets, Qualitative Research, Community Outreach, Editing
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Honors Peace and Conflict Studies, Economics
Monitor 360 January 2015 - Present
Wellington Management July 2012 - January 2015
The Carter Center May 2011 - August 2011
Ergo Advisors June 2010 - August 2010
Skills
Economics, Microsoft Excel, Spanish, Stata, Data Analysis, Public Speaking, Microsoft Office, Statistics, Research, Political Science, Emerging Markets, Qualitative Research, Community Outreach, Editing
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Honors Peace and Conflict Studies, Economics
Antranig Hagopian's Wellington Management Experience November 2005 - December 2007
Job Senior Director Assistant Treasurer at John Hancock Funds
Industry Financial Services
Experience
John Hancock Funds January 2008 - Present
Wellington Management November 2005 - December 2007
JP Morgan Chase September 1991 - November 2005
BTMU Capital Corporation July 1998 - November 1999
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
University of Massachusetts Boston 1986 — 1990
BS, Management-Accounting
John Hancock Funds January 2008 - Present
Wellington Management November 2005 - December 2007
JP Morgan Chase September 1991 - November 2005
BTMU Capital Corporation July 1998 - November 1999
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
University of Massachusetts Boston 1986 — 1990
BS, Management-Accounting
Kathy OLeary, CFA, CIPM's Wellington Management Experience 2006 - Present
Job Manager, Global Performance Services at Wellington Management
Industry Investment Management
Experience
Wellington Management 2006 - Present
Baring Asset Management December 1989 - January 2006
Education
Stonehill College 1983 — 1987
BS, Finance
Easthampton High School 1979 — 1983
Wellington Management 2006 - Present
Baring Asset Management December 1989 - January 2006
Education
Stonehill College 1983 — 1987
BS, Finance
Easthampton High School 1979 — 1983
Marena Hnat-Dembitz's Wellington Management Experience May 2010 - Present
Job Fixed Income Product Management Analyst Emerging Markets Debt at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Wellington Management September 2006 - May 2010
Skills
Fixed Income, Emerging Markets, Communication, Asset Management, Product Management, Writing, Bloomberg, Investment Management, Foreign Investment, Bonds, Investment Strategies, Securities, Mutual Funds, Alternative Investments, Derivatives, Hedge Funds
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts (BA), Economics
Wellington Management May 2010 - Present
Wellington Management September 2006 - May 2010
Skills
Fixed Income, Emerging Markets, Communication, Asset Management, Product Management, Writing, Bloomberg, Investment Management, Foreign Investment, Bonds, Investment Strategies, Securities, Mutual Funds, Alternative Investments, Derivatives, Hedge Funds
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts (BA), Economics
Molly Mao's Wellington Management Experience October 2014 - Present
Job Hedge Fund Analyst, AVP at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2014 - Present
State Street Global Advisors August 2007 - October 2014
PNC Global Investment Serving December 2006 - August 2007
Hancock Natural Resource Group - Subsidiary of John Hancock April 2005 - December 2006
Sun Life Financial April 2004 - April 2005
Daniel Dennis & Company, LLP January 2000 - April 2004
Skills
Quantitative Analytics, Financial Reporting, Accounting, Cash Management, Financial Accounting, Microsoft Excel, Accounts Receivable, QuickBooks, Microsoft Word, Microsoft Office, Management, Financial Modeling, Financial Analysis, Bloomberg, Bookkeeping, Internal Audit, Fund Accounting
Education
Suffolk University 1998 — 1999
Master of Science in Accounting
Wellington Management October 2014 - Present
State Street Global Advisors August 2007 - October 2014
PNC Global Investment Serving December 2006 - August 2007
Hancock Natural Resource Group - Subsidiary of John Hancock April 2005 - December 2006
Sun Life Financial April 2004 - April 2005
Daniel Dennis & Company, LLP January 2000 - April 2004
Skills
Quantitative Analytics, Financial Reporting, Accounting, Cash Management, Financial Accounting, Microsoft Excel, Accounts Receivable, QuickBooks, Microsoft Word, Microsoft Office, Management, Financial Modeling, Financial Analysis, Bloomberg, Bookkeeping, Internal Audit, Fund Accounting
Education
Suffolk University 1998 — 1999
Master of Science in Accounting
Vicky Tom's Wellington Management Experience June 2012 - Present
Job Investment Tax Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management June 2012 - Present
PricewaterhouseCoopers September 2008 - June 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - October 2006
Skills
Accounting, Compliance, Tax
Education
Suffolk University 2004 — 2008
BSBA, Accounting
North Quincy High School
Wellington Management June 2012 - Present
PricewaterhouseCoopers September 2008 - June 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - October 2006
Skills
Accounting, Compliance, Tax
Education
Suffolk University 2004 — 2008
BSBA, Accounting
North Quincy High School
NILESH KAKKAD's Wellington Management Experience May 2004 - February 2005
Job Oracle Exadata Consultant at Major Financial Institution
Industry Biotechnology
Experience
PIMCO March 2015 - Present
PRA International March 2012 - March 2015
Railinc Corp. 2010 - 2011
New Breed Logistics October 2008 - July 2010
Dex Media July 2007 - September 2008
Keane March 2005 - June 2007
Wellington Management May 2004 - February 2005
State Gov. of NH June 2003 - April 2004
MORPACE International September 2001 - April 2003
Systech Inc. January 2001 - August 2001
Skills
Oracle RAC, Performance Tuning, Oracle, Data Warehousing, Data Guard, Oracle Applications, RMAN, Databases, Database Administration, SQL Tuning, PL/SQL, Disaster Recovery, Unix, Cluster, Enterprise Architecture, Enterprise Software, Architecture, Data Warehouse..., Oracle Enterprise..., Solaris, Shell Scripting, Unix Shell Scripting, Replication, AIX, Erwin, Oracle E-Business Suite, Data Modeling, ETL, Oracle Warehouse Builder, High Availability, Data Migration, Informatica, Microsoft SQL Server, SQL, Red Hat Linux, Exadata, Infiniband, Exalogic
Education
Shivaji University
Bachelors, Electronics
PIMCO March 2015 - Present
PRA International March 2012 - March 2015
Railinc Corp. 2010 - 2011
New Breed Logistics October 2008 - July 2010
Dex Media July 2007 - September 2008
Keane March 2005 - June 2007
Wellington Management May 2004 - February 2005
State Gov. of NH June 2003 - April 2004
MORPACE International September 2001 - April 2003
Systech Inc. January 2001 - August 2001
Skills
Oracle RAC, Performance Tuning, Oracle, Data Warehousing, Data Guard, Oracle Applications, RMAN, Databases, Database Administration, SQL Tuning, PL/SQL, Disaster Recovery, Unix, Cluster, Enterprise Architecture, Enterprise Software, Architecture, Data Warehouse..., Oracle Enterprise..., Solaris, Shell Scripting, Unix Shell Scripting, Replication, AIX, Erwin, Oracle E-Business Suite, Data Modeling, ETL, Oracle Warehouse Builder, High Availability, Data Migration, Informatica, Microsoft SQL Server, SQL, Red Hat Linux, Exadata, Infiniband, Exalogic
Education
Shivaji University
Bachelors, Electronics
Michelle McKeen's Wellington Management Experience 1985 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Commonwealth of Massachusetts 2008 - Present
P&C LifePlans, Inc. 2004 - 2007
Wellington Management 1985 - 2003
Education
Suffolk University 1986 — 1990
BSBA, Finance
Commonwealth of Massachusetts 2008 - Present
P&C LifePlans, Inc. 2004 - 2007
Wellington Management 1985 - 2003
Education
Suffolk University 1986 — 1990
BSBA, Finance
Sharniece B's Wellington Management Experience August 2012 - July 2014
Job Investor Services Assistant at Wellington Management
Industry Legal Services
Experience
Wellington Management Company July 2014 - Present
Wellington Management August 2012 - July 2014
CT Corporation 2009 - 2012
The Skill Bureau 2009 - 2009
Routhier Placement Agency 2009 - 2009
Denner Pellegrino LLP 2008 - 2008
Edward A Bullins, Playwright 2005 - December 2007
Roach & Carpenter, P.C. 2006 - July 2007
LaClair & McElhinney January 2005 - September 2006
Bramanti & Lyons Court Reporting Agency January 2005 - September 2006
Skills
Filing, Westlaw, Legal Research, Legal Writing, Litigation, File Management, Outlook, Litigation Support, Legal Assistance, Customer Service, Microsoft Word, Adobe Acrobat, Courts, Public Speaking, Research, QuickBooks, Corporate Law, Document Review, Editing, Social Media, Legal Documents, Notary Public, Lexis, Analysis, Corporate Governance, Intellectual Property, Microsoft Office, Finance, Pleadings, Mergers & Acquisitions, Due Diligence, Time Management
Education
Suffolk University 2005 — 2008
Bachelors, Paralegal studies
UMass Dartmouth 2003 — 2004
na, General
Wellington Management Company July 2014 - Present
Wellington Management August 2012 - July 2014
CT Corporation 2009 - 2012
The Skill Bureau 2009 - 2009
Routhier Placement Agency 2009 - 2009
Denner Pellegrino LLP 2008 - 2008
Edward A Bullins, Playwright 2005 - December 2007
Roach & Carpenter, P.C. 2006 - July 2007
LaClair & McElhinney January 2005 - September 2006
Bramanti & Lyons Court Reporting Agency January 2005 - September 2006
Skills
Filing, Westlaw, Legal Research, Legal Writing, Litigation, File Management, Outlook, Litigation Support, Legal Assistance, Customer Service, Microsoft Word, Adobe Acrobat, Courts, Public Speaking, Research, QuickBooks, Corporate Law, Document Review, Editing, Social Media, Legal Documents, Notary Public, Lexis, Analysis, Corporate Governance, Intellectual Property, Microsoft Office, Finance, Pleadings, Mergers & Acquisitions, Due Diligence, Time Management
Education
Suffolk University 2005 — 2008
Bachelors, Paralegal studies
UMass Dartmouth 2003 — 2004
na, General
Esther D.'s Wellington Management Experience September 2012 - Present
Job Administrative Assistant at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2012 - Present
Royal Sonesta Hotel Boston August 2010 - September 2012
Staffing Now June 2009 - August 2010
Pitney Bowes Management Services February 2004 - January 2009
Skills
Calendars, Expense Reports, Document Drafting, Supporting People, Electronic Filing, Data Entry, Organizing, Microsoft Office, Multi Tasking, Telephone Skills, Scheduling, Teamwork, Customer Service, Microsoft Excel, Copying, Office Management, Typing, Invoicing, Office Administration, Decision Making Skills, Opera, Reception, Customer Relations, Problem Solving, Sound Judgment
Education
Suffolk University 2004 — 2009
Bachelor's Degree, Sociology and English, GPA: 3.40/4.0
Wellington Management September 2012 - Present
Royal Sonesta Hotel Boston August 2010 - September 2012
Staffing Now June 2009 - August 2010
Pitney Bowes Management Services February 2004 - January 2009
Skills
Calendars, Expense Reports, Document Drafting, Supporting People, Electronic Filing, Data Entry, Organizing, Microsoft Office, Multi Tasking, Telephone Skills, Scheduling, Teamwork, Customer Service, Microsoft Excel, Copying, Office Management, Typing, Invoicing, Office Administration, Decision Making Skills, Opera, Reception, Customer Relations, Problem Solving, Sound Judgment
Education
Suffolk University 2004 — 2009
Bachelor's Degree, Sociology and English, GPA: 3.40/4.0
Abbas Kazemi, Ph.D., CFA's Wellington Management Experience January 2010 - Present
Job Professor of Finance and Chair, Department of Economics and Finance
Industry Higher Education
Experience
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Wellington Management January 2010 - Present
Fidelity Investments January 2007 - Present
Kaplan Schweser January 2007 - Present
Rhode Island College September 1985 - Present
Bucknell University September 1994 - May 1995
Skills
Quantitative Finance,..., Teaching, Economics, Finance, Higher Education, Statistics, University Teaching, Human Resources, Research, Student Affairs, Lecturing, Data Analysis, Quantitative Analytics, College Teaching, Student Development, Academic Advising
Education
Stony Brook University 1978 — 1984
Doctor of Philosophy (Ph.D.), Economics
Christina Winsor's Wellington Management Experience August 2000 - January 2004
Job Product Manager / Senior Analyst at Interware Development Company, Inc
Industry Accounting
Experience
Interware Development Company, Inc April 2005 - Present
Wellington Management August 2000 - January 2004
Scudder Kemper Investments March 1998 - July 2000
Skills
Microsoft Excel, Access, Crystal Reports, Microsoft Word, Advantage Database..., Microsoft SQL Server, PowerPoint, QuickBooks, Quicken, Technical Support, Financial Reporting, Financial Accounting, Report Writing
Education
Suffolk University 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.85
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Cum Laude
Interware Development Company, Inc April 2005 - Present
Wellington Management August 2000 - January 2004
Scudder Kemper Investments March 1998 - July 2000
Skills
Microsoft Excel, Access, Crystal Reports, Microsoft Word, Advantage Database..., Microsoft SQL Server, PowerPoint, QuickBooks, Quicken, Technical Support, Financial Reporting, Financial Accounting, Report Writing
Education
Suffolk University 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.85
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Cum Laude
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC