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
Kaitlin Connelly Kaitlin Connelly's Wellington Management Experience October 2009 - May 2012
Job Analyst Assistant at The Baupost Group
Industry Financial Services
Experience
The Baupost Group April 2012 - Present
Wellington Management October 2009 - May 2012
Captial Financial Planning, LLC January 2007 - July 2009
Skills
Bloomberg
Education
Union College 2002 — 2006
Bachelor of Science, Psychology
The Baupost Group April 2012 - Present
Wellington Management October 2009 - May 2012
Captial Financial Planning, LLC January 2007 - July 2009
Skills
Bloomberg
Education
Union College 2002 — 2006
Bachelor of Science, Psychology
Bowen Li Bowen Li's Wellington Management Experience January 2012 - June 2012
Job Founder, CEO at Little Taro
Industry Food & Beverages
Experience
Little Taro July 2015 - Present
Liberty Mutual Insurance July 2014 - June 2015
Squirrel September 2014 - March 2015
Shearwater International September 2014 - December 2014
GMO January 2013 - June 2013
Wellington Management January 2012 - June 2012
C&S Wholesale Grocers January 2011 - June 2011
Sayagle Inc September 2010 - December 2010
Fab 4 TJX Project at Northeastern University September 2009 - December 2009
Hawa Bamboo Flooring September 2005 - June 2009
Skills
Financial Modeling, Leadership, Management Consulting, Microsoft Excel, Bloomberg, Finance, Financial Analysis, market research, Statistics, China Business..., Entrepreneurship, Data Analysis, Management, Accounting, Corporate Finance, Teamwork, Sales, Investments, Social Media, Chinese, Event Planning, quantitative research, Leadership Development, Start-ups, Strategic Planning, International Business, Time Management, Equity Research, Mathematics, Problem Solving, Mandarin, Research, Business Strategy, Public Speaking, Strategic Communications, Hip-Hop Dance, China Manufacturing, Venture Capital, Social Networking, Business Case, VBA, Data Modeling, Statistical Data...
Education
Northeastern University 2009 — 2014
BS Mathematics and Business, Accounting and Finance, Mathematics, 3.56, Magna Cum Laude
The Chinese University of Hong Kong 2012 — 2012
Study Abroad Program, International Business
London School of Economics and Political Science 2011 — 2011
Study Abroad Program, Investments and Securities
Holmdel High School 2005 — 2009
High School Diploma
Little Taro July 2015 - Present
Liberty Mutual Insurance July 2014 - June 2015
Squirrel September 2014 - March 2015
Shearwater International September 2014 - December 2014
GMO January 2013 - June 2013
Wellington Management January 2012 - June 2012
C&S Wholesale Grocers January 2011 - June 2011
Sayagle Inc September 2010 - December 2010
Fab 4 TJX Project at Northeastern University September 2009 - December 2009
Hawa Bamboo Flooring September 2005 - June 2009
Skills
Financial Modeling, Leadership, Management Consulting, Microsoft Excel, Bloomberg, Finance, Financial Analysis, market research, Statistics, China Business..., Entrepreneurship, Data Analysis, Management, Accounting, Corporate Finance, Teamwork, Sales, Investments, Social Media, Chinese, Event Planning, quantitative research, Leadership Development, Start-ups, Strategic Planning, International Business, Time Management, Equity Research, Mathematics, Problem Solving, Mandarin, Research, Business Strategy, Public Speaking, Strategic Communications, Hip-Hop Dance, China Manufacturing, Venture Capital, Social Networking, Business Case, VBA, Data Modeling, Statistical Data...
Education
Northeastern University 2009 — 2014
BS Mathematics and Business, Accounting and Finance, Mathematics, 3.56, Magna Cum Laude
The Chinese University of Hong Kong 2012 — 2012
Study Abroad Program, International Business
London School of Economics and Political Science 2011 — 2011
Study Abroad Program, Investments and Securities
Holmdel High School 2005 — 2009
High School Diploma
Susan Fanning, CFA Susan Fanning, CFA's Wellington Management Experience June 2006 - August 2006
Job Equity Analyst at Perkins Investment Management, LLC
Industry Investment Management
Experience
Perkins Investment Management- Janus Capital Group September 2013 - Present
Adage Capital Management May 2007 - July 2013
Wellington Management June 2006 - August 2006
Fidelity Investments August 2002 - July 2005
Skills
Equities, Financial Modeling, Portfolio Management, Equity Research, Investment Management, Property & Casualty..., Financial Analysis, Life Insurance, Accounting, Business Valuation, Alternative Investments, Valuation, Insurance, Asset Management, Equity Valuation, Investments, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Analytic Finance, Accounting, and Strategic Management, High Honors
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Psychology, Summa Cum Laude
Perkins Investment Management- Janus Capital Group September 2013 - Present
Adage Capital Management May 2007 - July 2013
Wellington Management June 2006 - August 2006
Fidelity Investments August 2002 - July 2005
Skills
Equities, Financial Modeling, Portfolio Management, Equity Research, Investment Management, Property & Casualty..., Financial Analysis, Life Insurance, Accounting, Business Valuation, Alternative Investments, Valuation, Insurance, Asset Management, Equity Valuation, Investments, Hedge Funds, Capital Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Analytic Finance, Accounting, and Strategic Management, High Honors
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Psychology, Summa Cum Laude
Alicia Saka Alicia Saka's Wellington Management Experience September 2011 - August 2014
Job
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC September 2014 - Present
Wellington Management September 2011 - August 2014
Keller Rohrback 2009 - 2011
Skills
Legal Research, Westlaw, Research, Editing, Analysis, Legal Assistance, Public Speaking, Microsoft Office, Litigation Support, Microsoft Excel, PowerPoint, Microsoft Word, Outlook
Education
University of California, Berkeley 2013 — 2013
Course, Applied Economics, 4.0
University of Washington 2005 — 2009
Bachelor of Arts, Law, Societies & Justice
Moss Adams Wealth Advisors LLC September 2014 - Present
Wellington Management September 2011 - August 2014
Keller Rohrback 2009 - 2011
Skills
Legal Research, Westlaw, Research, Editing, Analysis, Legal Assistance, Public Speaking, Microsoft Office, Litigation Support, Microsoft Excel, PowerPoint, Microsoft Word, Outlook
Education
University of California, Berkeley 2013 — 2013
Course, Applied Economics, 4.0
University of Washington 2005 — 2009
Bachelor of Arts, Law, Societies & Justice
Derek Keefe Derek Keefe's Wellington Management Experience June 2013 - December 2013
Job Looking for new opportunities
Industry Telecommunications
Experience
The MathWorks September 2014 - February 2015
Guitar Center June 2012 - December 2014
Wellington Management June 2013 - December 2013
PSAV March 2009 - September 2011
Immediate Connections, Inc./ Freelance Position January 2005 - September 2011
Long Beach Veterans Hospital/ Work Study Position September 2005 - May 2006
U,S. NAVY September 2001 - September 2004
Skills
Sound, AV, Video, Audio Engineering, Corporate Events, Live Sound, Audio Editing, Pro Tools, Recording, Studio Recording, Troubleshooting, Projectors, Editing, Live Events, Lighting, Sound Reinforcement, Audio Post Production, Post Production, Video Editing, Production Managment, Music Production, Projection, Composition, Professional Audio, Stage Lighting, OS X, Music Technology, Multimedia, Voice Over, Computer Hardware, Live Recording, Customer Service, MIDI, Crestron, Signal Flow, Audio Conferencing, Soldering, Microphones, Audio Processing, Camera Operating, Event Planning, Digital Audio, Audio Visual Support, Networking, Camera, Mixer, Audio Visual Integration, HD Video, Cisco Technologies, Video Conferencing
Education
The New England Institute Of Art 2005 — 2010
Bachelor of Science, Digital, Audio and Media Technology
The New England Institute of Art 2005 — 2010
Bachelor's computer science, Digital audio and media technology
The MathWorks September 2014 - February 2015
Guitar Center June 2012 - December 2014
Wellington Management June 2013 - December 2013
PSAV March 2009 - September 2011
Immediate Connections, Inc./ Freelance Position January 2005 - September 2011
Long Beach Veterans Hospital/ Work Study Position September 2005 - May 2006
U,S. NAVY September 2001 - September 2004
Skills
Sound, AV, Video, Audio Engineering, Corporate Events, Live Sound, Audio Editing, Pro Tools, Recording, Studio Recording, Troubleshooting, Projectors, Editing, Live Events, Lighting, Sound Reinforcement, Audio Post Production, Post Production, Video Editing, Production Managment, Music Production, Projection, Composition, Professional Audio, Stage Lighting, OS X, Music Technology, Multimedia, Voice Over, Computer Hardware, Live Recording, Customer Service, MIDI, Crestron, Signal Flow, Audio Conferencing, Soldering, Microphones, Audio Processing, Camera Operating, Event Planning, Digital Audio, Audio Visual Support, Networking, Camera, Mixer, Audio Visual Integration, HD Video, Cisco Technologies, Video Conferencing
Education
The New England Institute Of Art 2005 — 2010
Bachelor of Science, Digital, Audio and Media Technology
The New England Institute of Art 2005 — 2010
Bachelor's computer science, Digital audio and media technology
Wen Shi, DPhil, CFA Wen Shi, DPhil, CFA's Wellington Management Experience January 2015 - Present
Job Biotech Investing at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Sanford C. Bernstein April 2013 - December 2014
Campbell Alliance January 2011 - April 2013
Navigant Consulting 2009 - 2011
McKinsey & Company 2007 - 2009
Johns Hopkins University July 2004 - June 2008
Oxford Speakers Club October 2005 - June 2007
National Cancer Institute June 2004 - September 2004
Skills
Biotechnology, Oncology, Strategy, Financial Modeling, Pharmaceutical Industry, Neuroscience, Lifesciences, Clinical Development, Management Consulting, Market Access, Strategic Consulting, Commercialization, Life Sciences, Cell Culture, Pharmaceuticals, Strategic Planning, Marketing Strategy, Portfolio Management, R&D, Cardiology, China, Emerging Markets, CFA, Mandarin, Therapeutic areas, Pricing Strategy, Heart Disease, Metabolic Diseases, Valuation, IPO, Molecular Diagnostics, Genomics, Hospital Reimbursement, Reimbursement, Clinical Trial Analysis, Orphan Drugs, Business Development, Financial Analysis
Education
University of Oxford 2004 — 2007
D.Phil (PhD)
The Johns Hopkins University 2001 — 2004
BS Honors
Andover High School 1999 — 2001
High School Diploma
Ren Da Fu Zhong 1995 — 1999
Middle School Diploma
Ren Da Fu Xiao 1989 — 1995
Wellington Management January 2015 - Present
Sanford C. Bernstein April 2013 - December 2014
Campbell Alliance January 2011 - April 2013
Navigant Consulting 2009 - 2011
McKinsey & Company 2007 - 2009
Johns Hopkins University July 2004 - June 2008
Oxford Speakers Club October 2005 - June 2007
National Cancer Institute June 2004 - September 2004
Skills
Biotechnology, Oncology, Strategy, Financial Modeling, Pharmaceutical Industry, Neuroscience, Lifesciences, Clinical Development, Management Consulting, Market Access, Strategic Consulting, Commercialization, Life Sciences, Cell Culture, Pharmaceuticals, Strategic Planning, Marketing Strategy, Portfolio Management, R&D, Cardiology, China, Emerging Markets, CFA, Mandarin, Therapeutic areas, Pricing Strategy, Heart Disease, Metabolic Diseases, Valuation, IPO, Molecular Diagnostics, Genomics, Hospital Reimbursement, Reimbursement, Clinical Trial Analysis, Orphan Drugs, Business Development, Financial Analysis
Education
University of Oxford 2004 — 2007
D.Phil (PhD)
The Johns Hopkins University 2001 — 2004
BS Honors
Andover High School 1999 — 2001
High School Diploma
Ren Da Fu Zhong 1995 — 1999
Middle School Diploma
Ren Da Fu Xiao 1989 — 1995
Todd Hibner Todd Hibner's Wellington Management Experience July 2014 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Great American Insurance August 2010 - June 2014
American Financial Group May 2006 - August 2010
Skills
Investments, Fixed Income, Client Relations, Financial Analysis, Finance, Financial Reporting, Financial Accounting
Education
Xavier University
Master of Business Administration (MBA), Finance, General
University of Cincinnati
Bachelor of Business Administration (B.B.A.), Finance, General
Wellington Management July 2014 - Present
Great American Insurance August 2010 - June 2014
American Financial Group May 2006 - August 2010
Skills
Investments, Fixed Income, Client Relations, Financial Analysis, Finance, Financial Reporting, Financial Accounting
Education
Xavier University
Master of Business Administration (MBA), Finance, General
University of Cincinnati
Bachelor of Business Administration (B.B.A.), Finance, General
Justin Jenkins Justin Jenkins's Wellington Management Experience April 2010 - June 2012
Job iShares Institutional Marketing at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BlackRock July 2012 - November 2014
Wellington Management April 2010 - June 2012
Bernstein Global Wealth Management February 2007 - March 2010
Vanguard September 2005 - August 2006
Skills
Financial Services, Institutional..., Marketing, Marketing Communications, Financial Operations, Investments, Finance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mutual Funds, Integrated Marketing, Capital Markets, Securities
Education
University of Arizona 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
BlackRock November 2014 - Present
BlackRock July 2012 - November 2014
Wellington Management April 2010 - June 2012
Bernstein Global Wealth Management February 2007 - March 2010
Vanguard September 2005 - August 2006
Skills
Financial Services, Institutional..., Marketing, Marketing Communications, Financial Operations, Investments, Finance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mutual Funds, Integrated Marketing, Capital Markets, Securities
Education
University of Arizona 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Andrea Finger Andrea Finger's Wellington Management Experience 2003 - 2010
Job Strategy Consultant, Equity Analyst, Professor
Industry Financial Services
Experience
AKF Strategy Consulting 2014 - Present
The University of Arizona 2012 - Present
Wellington Management 2003 - 2010
Citi (formerly Salomon Smith Barney) 1998 - 2001
Skills
Valuation, Equity Research, Portfolio Management, Investment Management, Financial Modeling, Financial Statement..., Competitive Analysis, Strategy, Investments, Business Communications, Business Writing, Presentation Skills, Hotel Industry, Emerging Markets, Housing & Mortgage..., Financial Analysis, Capital Markets, Asset Management, Hedge Funds, Casino/Gaming Industry, Due Diligence, Management, Corporate Finance
Education
University of Chicago GSB
Master of Business Administration (MBA), Finance and Economics
University of Michigan
Bachelor of Science (BS), Biology, General
AKF Strategy Consulting 2014 - Present
The University of Arizona 2012 - Present
Wellington Management 2003 - 2010
Citi (formerly Salomon Smith Barney) 1998 - 2001
Skills
Valuation, Equity Research, Portfolio Management, Investment Management, Financial Modeling, Financial Statement..., Competitive Analysis, Strategy, Investments, Business Communications, Business Writing, Presentation Skills, Hotel Industry, Emerging Markets, Housing & Mortgage..., Financial Analysis, Capital Markets, Asset Management, Hedge Funds, Casino/Gaming Industry, Due Diligence, Management, Corporate Finance
Education
University of Chicago GSB
Master of Business Administration (MBA), Finance and Economics
University of Michigan
Bachelor of Science (BS), Biology, General
Jerome Littlejohn, MBA's Wellington Management Experience July 2001 - May 2003
Job Experienced Sales Manager and Marketer
Industry Marketing and Advertising
Experience
Men's Wearhouse July 2012 - Present
Las Cruces Bulletin March 2012 - April 2012
New Mexico State University February 2012 - April 2012
Northwestern Mutual September 2010 - November 2011
The Men's Wearhouse, Inc December 2007 - September 2010
Mulberry Neckwear March 2004 - December 2007
Wellington Management July 2001 - May 2003
Skills
Marketing, Business Planning, Team Leadership, Marketing Strategy, Lead Generation, Retail, Focus Groups, Segmentation, Visual Merchandising, Consumer Products, Workshop Facilitation, Inventory Control, Consumer Behaviour, Management, Sales Operations, Grants, Inventory Analysis, Large Group Facilitation, Loss Prevention, Sales, Customer Service, Public Speaking, Microsoft Office, Leadership, Sales Management, Microsoft Excel, Team Building, PowerPoint
Education
University of Missouri-Saint Louis 2009 — 2011
MBA, Marketing
University of Alabama in Huntsville 1997 — 2001
B.S.B.A, Finance
Men's Wearhouse July 2012 - Present
Las Cruces Bulletin March 2012 - April 2012
New Mexico State University February 2012 - April 2012
Northwestern Mutual September 2010 - November 2011
The Men's Wearhouse, Inc December 2007 - September 2010
Mulberry Neckwear March 2004 - December 2007
Wellington Management July 2001 - May 2003
Skills
Marketing, Business Planning, Team Leadership, Marketing Strategy, Lead Generation, Retail, Focus Groups, Segmentation, Visual Merchandising, Consumer Products, Workshop Facilitation, Inventory Control, Consumer Behaviour, Management, Sales Operations, Grants, Inventory Analysis, Large Group Facilitation, Loss Prevention, Sales, Customer Service, Public Speaking, Microsoft Office, Leadership, Sales Management, Microsoft Excel, Team Building, PowerPoint
Education
University of Missouri-Saint Louis 2009 — 2011
MBA, Marketing
University of Alabama in Huntsville 1997 — 2001
B.S.B.A, Finance
Laura LaBash, CFA, CPA Laura LaBash, CFA, CPA's Wellington Management Experience April 2001 - December 2012
Job Controller at Three Bays Capital
Industry Investment Management
Experience
Three Bays Capital September 2015 - Present
Independent Contractor May 2015 - August 2015
Beacon Consulting Group November 2014 - April 2015
Cambridge Associates February 2014 - October 2014
Wellington Management April 2001 - December 2012
Bear Stearns 1993 - 2001
PwC 1989 - 1993
Skills
Alternative Investments, Fixed Income, Options, Counterparty Risk, Asset Management, Investment Strategies, Risk Management, Hedge Funds, Trading Operations, Derivative Operations, IT Solutions, Oversight, Process Improvement, Cross Functional Team..., Experienced Change Agent, Derivatives, Swaps, Strategic Planning
Education
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting and Economics, Magna Cum Laude
Three Bays Capital September 2015 - Present
Independent Contractor May 2015 - August 2015
Beacon Consulting Group November 2014 - April 2015
Cambridge Associates February 2014 - October 2014
Wellington Management April 2001 - December 2012
Bear Stearns 1993 - 2001
PwC 1989 - 1993
Skills
Alternative Investments, Fixed Income, Options, Counterparty Risk, Asset Management, Investment Strategies, Risk Management, Hedge Funds, Trading Operations, Derivative Operations, IT Solutions, Oversight, Process Improvement, Cross Functional Team..., Experienced Change Agent, Derivatives, Swaps, Strategic Planning
Education
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting and Economics, Magna Cum Laude
Elizabeth Devlin's Wellington Management Experience September 2007 - December 2008
Job Founder/ Digital Curator at FLUX. Boston
Industry Fine Art
Experience
United Gulf Management May 2014 - Present
United Gulf Management June 2011 - Present
United Gulf Management June 2009 - Present
FLUX. Boston November 2008 - Present
FLUX. Art Consulting June 2010 - Present
Harvard Humanitarian Initiative February 2009 - May 2009
Wellington Management September 2007 - December 2008
Anglo Irish Bank June 2006 - January 2007
Armstrong Fleming and Moore October 2005 - May 2006
Skills
Entrepreneurship, Social Media, Market Research, Marketing, Art, Curating, Museums, Creative Writing, Analysis, Galleries, Investments, Photoshop, Portfolio Management, Online Marketing, Research, GIF Research and..., Writing, Fine Art, Not-so-fine Art, Art Accessibility, Psychogeography, Financial Analysis, Performance Reporting, Business Writing, Project Management, Art Jurying, Event Planning, Pigeons, Art Education, Budgets, Bloomberg, Cross-functional Team..., Corporate Finance, Cashflow Analysis, Client Services, FATCA Compliance, Fundraising
Education
The George Washington University - School of Business 2002 — 2006
BBA, Marketing
University of Westminster 2004 — 2005
Marketing/International Business
United Gulf Management May 2014 - Present
United Gulf Management June 2011 - Present
United Gulf Management June 2009 - Present
FLUX. Boston November 2008 - Present
FLUX. Art Consulting June 2010 - Present
Harvard Humanitarian Initiative February 2009 - May 2009
Wellington Management September 2007 - December 2008
Anglo Irish Bank June 2006 - January 2007
Armstrong Fleming and Moore October 2005 - May 2006
Skills
Entrepreneurship, Social Media, Market Research, Marketing, Art, Curating, Museums, Creative Writing, Analysis, Galleries, Investments, Photoshop, Portfolio Management, Online Marketing, Research, GIF Research and..., Writing, Fine Art, Not-so-fine Art, Art Accessibility, Psychogeography, Financial Analysis, Performance Reporting, Business Writing, Project Management, Art Jurying, Event Planning, Pigeons, Art Education, Budgets, Bloomberg, Cross-functional Team..., Corporate Finance, Cashflow Analysis, Client Services, FATCA Compliance, Fundraising
Education
The George Washington University - School of Business 2002 — 2006
BBA, Marketing
University of Westminster 2004 — 2005
Marketing/International Business
Niranjan Sigeni Niranjan Sigeni's Wellington Management Experience October 2008 - Present
Job DataStage Administrator
Industry Computer Software
Experience
Wellington Management October 2008 - Present
Wells Fargo Bank July 2006 - September 2008
Skills
Business Intelligence, Datastage, IT Strategy, Data Warehousing, SDLC
Education
Martin-Luther-Universität Halle-Wittenberg
M.S
Wellington Management October 2008 - Present
Wells Fargo Bank July 2006 - September 2008
Skills
Business Intelligence, Datastage, IT Strategy, Data Warehousing, SDLC
Education
Martin-Luther-Universität Halle-Wittenberg
M.S
Robert W. Rae II Robert W. Rae II's Wellington Management Experience 1991 - 1997
Job President, Autumn Star Corporation
Industry Import and Export
Experience
Autumn Star Corporation 2012 - Present
Language Line Services 2006 - 2010
Pebble Beach Company 2002 - 2005
Federal Home Loan Bank of San Francisco 1997 - 2001
Wellington Management 1991 - 1997
Putnam Investments 1987 - 1991
Skills
Global Business..., New Business Development, Project Management, Global Sourcing, International Trade, Negotiation, Language Services, Client Liaison, Customer Service, Sales Operations, Derivatives, Investment Management, Back Office, Start-ups, Salesforce.com, Microsoft Excel, Microsoft Office, Report Writing, Teamwork, Customer Satisfaction, Contract Negotiation, Financial Services, Globalization, Sales, International Sales, Market Research, International Business, CRM, Business Development, Business Strategy, Sales Management, Operations Management, Competitive Analysis, Direct Sales, Multilingual, Management, Portfolio Management, Account Management, Logistics, Sales Process, Sales Presentations, B2B, Training, Investments, Foreign Languages, Strategic Partnerships, Trade Compliance, USDA, FDA, CFIA
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations and Economics
London School of Economics and Political Science
Graduate Studies, International Relations
St. Paul's School
Autumn Star Corporation 2012 - Present
Language Line Services 2006 - 2010
Pebble Beach Company 2002 - 2005
Federal Home Loan Bank of San Francisco 1997 - 2001
Wellington Management 1991 - 1997
Putnam Investments 1987 - 1991
Skills
Global Business..., New Business Development, Project Management, Global Sourcing, International Trade, Negotiation, Language Services, Client Liaison, Customer Service, Sales Operations, Derivatives, Investment Management, Back Office, Start-ups, Salesforce.com, Microsoft Excel, Microsoft Office, Report Writing, Teamwork, Customer Satisfaction, Contract Negotiation, Financial Services, Globalization, Sales, International Sales, Market Research, International Business, CRM, Business Development, Business Strategy, Sales Management, Operations Management, Competitive Analysis, Direct Sales, Multilingual, Management, Portfolio Management, Account Management, Logistics, Sales Process, Sales Presentations, B2B, Training, Investments, Foreign Languages, Strategic Partnerships, Trade Compliance, USDA, FDA, CFIA
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations and Economics
London School of Economics and Political Science
Graduate Studies, International Relations
St. Paul's School
Kristin O'Donnell, CFA Kristin O'Donnell, CFA's Wellington Management Experience October 2011 - Present
Job Vice President and Relationship Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Wellington Management October 2011 - Present
Fidelity Investments December 2006 - October 2011
Mercer Investment Consulting June 1997 - December 2006
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Iowa 1992 — 1996
BBA, Finance
Taylor Short's Wellington Management Experience August 2015 - Present
Job Investment Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2015 - Present
Reebok CrossFit Back Bay June 2015 - September 2015
Reebok CrossFit Back Bay May 2013 - September 2015
Wellington Management December 2014 - July 2015
Wellington Management December 2013 - July 2014
Northeastern University May 2013 - September 2013
Northeastern University September 2012 - May 2013
Skills
Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Microsoft Office, Research, Time Management, Outlook, Social Networking, Public Speaking, Social Media, Customer Service, Financial Analysis
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Accounting
The London School of Economics and Political Science (LSE)
Wellington Management August 2015 - Present
Reebok CrossFit Back Bay June 2015 - September 2015
Reebok CrossFit Back Bay May 2013 - September 2015
Wellington Management December 2014 - July 2015
Wellington Management December 2013 - July 2014
Northeastern University May 2013 - September 2013
Northeastern University September 2012 - May 2013
Skills
Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Microsoft Office, Research, Time Management, Outlook, Social Networking, Public Speaking, Social Media, Customer Service, Financial Analysis
Education
Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Accounting
The London School of Economics and Political Science (LSE)
Abdullah Daoud Abdullah Daoud's Wellington Management Experience January 2009 - June 2012
Job Technology Advisor and CTO
Industry Information Technology and Services
Experience
CrowdComfort July 2013 - Present
Digital Bungalow September 2013 - September 2014
PresAsk January 2013 - August 2014
MITX February 2014 - May 2014
Chadwick Martin Bailey June 2012 - August 2013
2nd Boston Cleanweb Hackathon + Data Jam Challenge February 2013 - April 2013
Wellington Management January 2009 - June 2012
Wellington Management May 2007 - January 2009
Citi Alternative Investments July 2005 - May 2007
Schneider Electric Inc. August 2001 - July 2005
Skills
SDLC, Scrum, Crowdsourcing, Team Leadership, Staff Management, Staff Development, Staff Mentoring, Software Project..., Program Management, IT Outsourcing, Contract Negotiations, Vendor Management, Portfolio Management, Enterprise Collaboration, Web 2.0, Cloud Computing, Mobile Technology, Social Enterprise, Web Development, Object Oriented Design, SaaS, SOA, Web Services, Enterprise Content..., SharePoint, .NET, Documentum, Business Process..., Software Development, Analysis, Informatica, Salesforce.com, Grid Computing, Management, Mobile Devices, Architecture, SQL, Change Management, Enterprise Architecture, Project Management, Leadership, IT Strategy, Information Technology, Integration, Business Intelligence, Strategy, E-commerce, Entrepreneurship, Agile Project Management, Agile Methodologies
Education
The University of Sheffield 1997 — 1998
Msc, Control Engineering
Al-Jami'ah Al-Urdunia 1992 — 1997
Bsc., Electrical Engineering
CrowdComfort July 2013 - Present
Digital Bungalow September 2013 - September 2014
PresAsk January 2013 - August 2014
MITX February 2014 - May 2014
Chadwick Martin Bailey June 2012 - August 2013
2nd Boston Cleanweb Hackathon + Data Jam Challenge February 2013 - April 2013
Wellington Management January 2009 - June 2012
Wellington Management May 2007 - January 2009
Citi Alternative Investments July 2005 - May 2007
Schneider Electric Inc. August 2001 - July 2005
Skills
SDLC, Scrum, Crowdsourcing, Team Leadership, Staff Management, Staff Development, Staff Mentoring, Software Project..., Program Management, IT Outsourcing, Contract Negotiations, Vendor Management, Portfolio Management, Enterprise Collaboration, Web 2.0, Cloud Computing, Mobile Technology, Social Enterprise, Web Development, Object Oriented Design, SaaS, SOA, Web Services, Enterprise Content..., SharePoint, .NET, Documentum, Business Process..., Software Development, Analysis, Informatica, Salesforce.com, Grid Computing, Management, Mobile Devices, Architecture, SQL, Change Management, Enterprise Architecture, Project Management, Leadership, IT Strategy, Information Technology, Integration, Business Intelligence, Strategy, E-commerce, Entrepreneurship, Agile Project Management, Agile Methodologies
Education
The University of Sheffield 1997 — 1998
Msc, Control Engineering
Al-Jami'ah Al-Urdunia 1992 — 1997
Bsc., Electrical Engineering
Robert MacLean's Wellington Management Experience August 2010 - January 2015
Job Capital Markets
Industry Investment Management
Experience
Mischler Financial Group March 2015 - Present
Wellington Management August 2010 - January 2015
Cooper Industries Ltd. September 2008 - March 2010
United States Army June 2002 - October 2008
Skills
Security Clearance, Leadership, DoD, Military, Program Management, Military Experience, Team Building, Security, Operational Planning, Process Improvement, Portfolio Management, Risk Management, Analysis, Project Management, Operations Management, Fixed Income, Systems Engineering, Cross-functional Team..., Investments, Six Sigma, Team Leadership, Defense, Project Planning, Government, Military Operations, Army, National Security, Strategic Planning, Management, Command
Education
United States Military Academy at West Point 1997 — 2002
B.S. (Physics), Nuclear Engineering
Lexington High School 1993 — 1997
Diploma
Mischler Financial Group March 2015 - Present
Wellington Management August 2010 - January 2015
Cooper Industries Ltd. September 2008 - March 2010
United States Army June 2002 - October 2008
Skills
Security Clearance, Leadership, DoD, Military, Program Management, Military Experience, Team Building, Security, Operational Planning, Process Improvement, Portfolio Management, Risk Management, Analysis, Project Management, Operations Management, Fixed Income, Systems Engineering, Cross-functional Team..., Investments, Six Sigma, Team Leadership, Defense, Project Planning, Government, Military Operations, Army, National Security, Strategic Planning, Management, Command
Education
United States Military Academy at West Point 1997 — 2002
B.S. (Physics), Nuclear Engineering
Lexington High School 1993 — 1997
Diploma
Kimberly Wood's Wellington Management Experience February 2007 - January 2009
Job Senior Partner, National NonProfit Business Leader at Mercer Investments
Industry Financial Services
Experience
Mercer Investments January 2015 - Present
Mercer Investments March 2012 - Present
Mercer Investments February 2009 - March 2012
Wellington Management February 2007 - January 2009
Ford Motor Company June 1994 - January 2007
Skills
Team Leadership, Analytical Abilities, Marketing and Sales, Asset Management, Investments, Corporate Finance, Investment Strategies, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
Master of Business Administration, Finance and Marketing
Truman State University 1988 — 1992
Bachelor of Arts, Finance
Mercer Investments January 2015 - Present
Mercer Investments March 2012 - Present
Mercer Investments February 2009 - March 2012
Wellington Management February 2007 - January 2009
Ford Motor Company June 1994 - January 2007
Skills
Team Leadership, Analytical Abilities, Marketing and Sales, Asset Management, Investments, Corporate Finance, Investment Strategies, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
Master of Business Administration, Finance and Marketing
Truman State University 1988 — 1992
Bachelor of Arts, Finance
Alok Dharia Alok Dharia's Wellington Management Experience August 2010 - November 2010
Job Certified Documentum Administrator/Developer Consultant
Industry Computer Software
Experience
Self Employed Documentum Developer/AdministratorCSL BehringNovember 2010 - Present
Wellington Management August 2010 - November 2010
Takeda Pharmaceuticals January 2005 - November 2010
Skills
FirstDoc
Education
Terna Engineering College Bombay
Bachelor of Computer Engineering, Computer Science
University at Albany, SUNY
MS, Masters in Computer Science
Self Employed Documentum Developer/AdministratorCSL BehringNovember 2010 - Present
Wellington Management August 2010 - November 2010
Takeda Pharmaceuticals January 2005 - November 2010
Skills
FirstDoc
Education
Terna Engineering College Bombay
Bachelor of Computer Engineering, Computer Science
University at Albany, SUNY
MS, Masters in Computer Science
Francisco Feliz Francisco Feliz's Wellington Management Experience July 2012 - Present
Job Research Associate
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Yale Student Investment Group (YSIG) April 2010 - May 2012
One September 2008 - May 2012
Wellington Management June 2011 - August 2011
Barclays January 2011 - January 2011
Bad Boy Entertainment June 2010 - August 2010
Sponsors for Educational Opportunity May 2009 - August 2010
Goldman Sachs May 2009 - May 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Economics, Finance, Research, Financial Modeling, Data Analysis, PowerPoint, FactSet
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science 2009 — 2009
Economics
Wellington Management July 2012 - Present
Yale Student Investment Group (YSIG) April 2010 - May 2012
One September 2008 - May 2012
Wellington Management June 2011 - August 2011
Barclays January 2011 - January 2011
Bad Boy Entertainment June 2010 - August 2010
Sponsors for Educational Opportunity May 2009 - August 2010
Goldman Sachs May 2009 - May 2009
Skills
Financial Analysis, Investments, Microsoft Excel, Economics, Finance, Research, Financial Modeling, Data Analysis, PowerPoint, FactSet
Education
Yale University 2008 — 2012
BA, Economics
London School of Economics and Political Science 2009 — 2009
Economics
Doris (Dwyer) Boudens Doris (Dwyer) Boudens's Wellington Management Experience April 1998 - May 2009
Job Quantitative Portfolio Manager
Industry Investment Management
Experience
Wellington Management April 1998 - May 2009
Grantham, Mayo, van Otterloo & Co October 1985 - March 1998
U.S. Department of Education May 1984 - June 1985
Skills
Asset Management, Hedge Funds, Asset Managment, Alternative Investments, Community Outreach, Equities, Portfolio Management, Investments, Investment Management
Education
The George Washington University 1981 — 1985
Wellington Management April 1998 - May 2009
Grantham, Mayo, van Otterloo & Co October 1985 - March 1998
U.S. Department of Education May 1984 - June 1985
Skills
Asset Management, Hedge Funds, Asset Managment, Alternative Investments, Community Outreach, Equities, Portfolio Management, Investments, Investment Management
Education
The George Washington University 1981 — 1985
Chris Steward's Wellington Management Experience 2000 - 2006
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Dimitry Kudryavtsev Dimitry Kudryavtsev's Wellington Management Experience August 2011 - July 2012
Job VP of Engineering at Cortex (meetcortex.com)
Industry Computer Software
Experience
Cortex (meetcortex.com) October 2014 - Present
Roundtown, Inc. September 2013 - October 2014
DataXu July 2012 - September 2013
Wellington Management August 2011 - July 2012
Charles River Analytics June 2007 - August 2011
Skills
HTML 5, MVC, Java, Programming, Hadoop, Mobile Devices, AJAX, Swing, Distributed Systems, User Interface Design, Data Analysis, Cloud Computing, Unix, PostgreSQL, Databases, Git, REST, Tomcat, HTML5, Maven, Design Patterns, Objective-C
Education
University at Buffalo 2005 — 2007
Master's degree, Computer Science
University at Buffalo 2001 — 2005
Bachelor's degree, Computer Engineering
Cortex (meetcortex.com) October 2014 - Present
Roundtown, Inc. September 2013 - October 2014
DataXu July 2012 - September 2013
Wellington Management August 2011 - July 2012
Charles River Analytics June 2007 - August 2011
Skills
HTML 5, MVC, Java, Programming, Hadoop, Mobile Devices, AJAX, Swing, Distributed Systems, User Interface Design, Data Analysis, Cloud Computing, Unix, PostgreSQL, Databases, Git, REST, Tomcat, HTML5, Maven, Design Patterns, Objective-C
Education
University at Buffalo 2005 — 2007
Master's degree, Computer Science
University at Buffalo 2001 — 2005
Bachelor's degree, Computer Engineering
Jeff Zieba Jeff Zieba's Wellington Management Experience February 2012 - Present
Job Investment Management
Industry Investment Management
Experience
Wellington Management February 2012 - Present
Bessemer Trust December 2009 - December 2010
AllianceBernstein LP August 2007 - December 2009
Skills
Financial Modeling, Finance, Business Analysis, Financial Reporting, Business Development, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, International Business, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
International Business
Wellington Management February 2012 - Present
Bessemer Trust December 2009 - December 2010
AllianceBernstein LP August 2007 - December 2009
Skills
Financial Modeling, Finance, Business Analysis, Financial Reporting, Business Development, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, International Business, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
International Business
Colleen Cabasal Colleen Cabasal's Wellington Management Experience June 2001 - August 2004
Job Communications Specialist
Industry Financial Services
Experience
Meketa Investment Group February 2012 - Present
Janus Capital Group April 2008 - June 2011
Moody Aldrich Partners January 2006 - February 2008
Wellington Management June 2001 - August 2004
Skills
Management, Project Management, Investments, Marketing, Analysis, Competitive Analysis, Financial Services, New Business Development, Editing, Newsletters, Proposal Writing, Research, Investment Management, Marketing Communications, Business Development, Leadership, Strategy
Education
The University of Georgia
Bachelor of Business Administration, Finance
Meketa Investment Group February 2012 - Present
Janus Capital Group April 2008 - June 2011
Moody Aldrich Partners January 2006 - February 2008
Wellington Management June 2001 - August 2004
Skills
Management, Project Management, Investments, Marketing, Analysis, Competitive Analysis, Financial Services, New Business Development, Editing, Newsletters, Proposal Writing, Research, Investment Management, Marketing Communications, Business Development, Leadership, Strategy
Education
The University of Georgia
Bachelor of Business Administration, Finance
Abraham Wons Abraham Wons's Wellington Management Experience May 2006 - December 2008
Job Risk Manager at Securities Investor Protection Corporation (SIPC)
Industry Investment Management
Experience
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Sari Kessler Sari Kessler's Wellington Management Experience June 2013 - Present
Job Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Wellington Management June 2013 - Present
Eaton Vance October 2011 - June 2013
LPL Financial December 2008 - February 2011
LPL Financial June 2007 - August 2008
LPL Financial January 2006 - June 2007
LPL Financial November 2005 - January 2006
Morgan Stanley January 2004 - September 2005
Education
The George Washington University 2001 — 2005
Bachelors, Accounting
Suresh Ashara Suresh Ashara's Wellington Management Experience 1997 - 2000
Job Data Integration Expert
Industry Information Technology and Services
Experience
Akamai Technologies May 2014 - Present
Harvard Management Company February 2013 - January 2014
Fresenius Medical Care September 2010 - February 2013
Fidelity Investments March 2010 - September 2010
General Dynamics 2009 - 2009
Accenture 2004 - 2008
EMC 2002 - 2004
Putnam Investments 2000 - 2002
Wellington Management 1997 - 2000
GE 1990 - 1996
Skills
Data Warehousing, Oracle, SOA, Informatica, Business Objects, Agile Methodologies, Business Intelligence, ETL, Integration, Software Development, Web Services, Software Documentation, Java, Enterprise Software, SDLC
Education
Tufts University 2010 — 2012
M S Engineering Management, Business Administration and Management, General
University of Mumbai 1981 — 1985
B. Engineering, Mechanical
Akamai Technologies May 2014 - Present
Harvard Management Company February 2013 - January 2014
Fresenius Medical Care September 2010 - February 2013
Fidelity Investments March 2010 - September 2010
General Dynamics 2009 - 2009
Accenture 2004 - 2008
EMC 2002 - 2004
Putnam Investments 2000 - 2002
Wellington Management 1997 - 2000
GE 1990 - 1996
Skills
Data Warehousing, Oracle, SOA, Informatica, Business Objects, Agile Methodologies, Business Intelligence, ETL, Integration, Software Development, Web Services, Software Documentation, Java, Enterprise Software, SDLC
Education
Tufts University 2010 — 2012
M S Engineering Management, Business Administration and Management, General
University of Mumbai 1981 — 1985
B. Engineering, Mechanical
Hope Waldron Hope Waldron's Wellington Management Experience 2003 - 2006
Job Strategy Director at Timberland
Industry Apparel & Fashion
Experience
Timberland June 2015 - Present
PetSmart November 2012 - May 2015
PetSmart March 2011 - November 2012
PetSmart July 2008 - March 2011
Wellington Management 2003 - 2006
Independence Investments 2002 - 2003
New England Research & Management 2001 - 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business
University of Vermont 1997 — 2001
BA, Economics, Spanish
Timberland June 2015 - Present
PetSmart November 2012 - May 2015
PetSmart March 2011 - November 2012
PetSmart July 2008 - March 2011
Wellington Management 2003 - 2006
Independence Investments 2002 - 2003
New England Research & Management 2001 - 2002
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Business
University of Vermont 1997 — 2001
BA, Economics, Spanish
Koji Peters Koji Peters's Wellington Management Experience September 2014 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2014 - Present
State Street Bank October 2012 - September 2014
StemMed KK May 2011 - October 2012
Acadian Asset Management May 2010 - August 2010
Analogic May 2009 - August 2009
Skills
Fluent Japanese, Entrepreneurship, Strategic Planning, Business Planning, Analysis, Marketing, Management, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Mascoma Valley Regional High School 2004 — 2008
Japanese Language School of Greater Boston 1996 — 2008
Wellington Management September 2014 - Present
State Street Bank October 2012 - September 2014
StemMed KK May 2011 - October 2012
Acadian Asset Management May 2010 - August 2010
Analogic May 2009 - August 2009
Skills
Fluent Japanese, Entrepreneurship, Strategic Planning, Business Planning, Analysis, Marketing, Management, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Mascoma Valley Regional High School 2004 — 2008
Japanese Language School of Greater Boston 1996 — 2008
Sam Livingston's Wellington Management Experience August 2015 - Present
Job Fixed Income Investment Reporting at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2015 - Present
Wellington Management February 2015 - July 2015
Wellington Management December 2014 - January 2015
AGC Partners May 2013 - August 2013
Bradley, Foster & Sargent, Inc. January 2013 - May 2013
Office of Massachusetts Governor Deval Patrick June 2012 - August 2012
Nahant Sailing Program June 2011 - August 2011
Skills
Microsoft Excel, Equities, Portfolio Management, PowerPoint, Research, Economics, Investments, Philosophy, Classics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Honors in Public Policy & Law, Philosophy, Minor in Classics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
St. George's School 2007 — 2010
Graduated with Distinction, AP Scholar with Honor, Arete Award for Excellence (2008, 2009)
Wellington Management August 2015 - Present
Wellington Management February 2015 - July 2015
Wellington Management December 2014 - January 2015
AGC Partners May 2013 - August 2013
Bradley, Foster & Sargent, Inc. January 2013 - May 2013
Office of Massachusetts Governor Deval Patrick June 2012 - August 2012
Nahant Sailing Program June 2011 - August 2011
Skills
Microsoft Excel, Equities, Portfolio Management, PowerPoint, Research, Economics, Investments, Philosophy, Classics
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Honors in Public Policy & Law, Philosophy, Minor in Classics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
St. George's School 2007 — 2010
Graduated with Distinction, AP Scholar with Honor, Arete Award for Excellence (2008, 2009)
David Depew David Depew's Wellington Management Experience February 1997 - February 2001
Job Vice President at Sapient Consulting
Industry Financial Services
Experience
Sapient Global Markets September 2010 - Present
Putnam Investments February 2001 - August 2010
Wellington Management February 1997 - February 2001
Morgan Stanley 1996 - 1997
TSA Capital Mgt 1986 - 1997
Skills
Risk, Investments, Portfolio Optimization, Hedge Funds, Derivatives, Financial Risk, Securities, Financial Markets, Trading, Alternative Investments, Fixed Income, Investment Management, Risk Management, Financial Modeling, Market Risk, Options, Equities, Valuation, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Bonds, Investment Strategies, Private Equity, Asset Management, Credit Derivatives, Asset Allocation, Swaps, Emerging Markets, Mutual Funds, Trading Systems, Equity Derivatives, Structured Products, Performance Attribution, ETFs, Series 63, Interest Rate..., Wealth Management, Equity Valuation, Hedging, Investment Banking, Analytics, Commodity, Equity Trading, Electronic Trading, Market Data, Credit Risk, Quantitative Finance
Education
University of California, Los Angeles 1992 — 1996
ABD, Statistics
University of California, Berkeley 1983 — 1985
MBA, FInance
University of Washington 1977 — 1981
BA, Accounting
Sapient Global Markets September 2010 - Present
Putnam Investments February 2001 - August 2010
Wellington Management February 1997 - February 2001
Morgan Stanley 1996 - 1997
TSA Capital Mgt 1986 - 1997
Skills
Risk, Investments, Portfolio Optimization, Hedge Funds, Derivatives, Financial Risk, Securities, Financial Markets, Trading, Alternative Investments, Fixed Income, Investment Management, Risk Management, Financial Modeling, Market Risk, Options, Equities, Valuation, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Bonds, Investment Strategies, Private Equity, Asset Management, Credit Derivatives, Asset Allocation, Swaps, Emerging Markets, Mutual Funds, Trading Systems, Equity Derivatives, Structured Products, Performance Attribution, ETFs, Series 63, Interest Rate..., Wealth Management, Equity Valuation, Hedging, Investment Banking, Analytics, Commodity, Equity Trading, Electronic Trading, Market Data, Credit Risk, Quantitative Finance
Education
University of California, Los Angeles 1992 — 1996
ABD, Statistics
University of California, Berkeley 1983 — 1985
MBA, FInance
University of Washington 1977 — 1981
BA, Accounting
Judy Wu's Wellington Management Experience June 2014 - December 2014
Job Hedge Funds Analyst Coop at SCS Financial
Industry Financial Services
Experience
SCS Financial June 2015 - Present
Wellington Management June 2014 - December 2014
Ann Taylor LOFT May 2013 - December 2013
EXIT Realty Landmark July 2013 - August 2013
Ideasmyth January 2013 - May 2013
Skills
CSS, Microsoft Office, HTML 5, Java, WordPress, JavaScript, Photoshop, Customer Service, WiX, Hootsuite, Microsoft Excel, Visual Basic, Vlookup, Microsoft Publisher, Leadership, Management, Marketing, Analysis, Databases, Finance, Financial Analysis, Sales
Education
Northeastern University D'Amore-McKim-School of Business 2012 — 2016
Bachelor's Degree
The Chinese University of Hong Kong 2015 — 2015
Semester Exchange Program
Northeastern University Dialogue of Civilizations 2014 — 2014
Brooklyn Technical High School 2007 — 2012
High School
SCS Financial June 2015 - Present
Wellington Management June 2014 - December 2014
Ann Taylor LOFT May 2013 - December 2013
EXIT Realty Landmark July 2013 - August 2013
Ideasmyth January 2013 - May 2013
Skills
CSS, Microsoft Office, HTML 5, Java, WordPress, JavaScript, Photoshop, Customer Service, WiX, Hootsuite, Microsoft Excel, Visual Basic, Vlookup, Microsoft Publisher, Leadership, Management, Marketing, Analysis, Databases, Finance, Financial Analysis, Sales
Education
Northeastern University D'Amore-McKim-School of Business 2012 — 2016
Bachelor's Degree
The Chinese University of Hong Kong 2015 — 2015
Semester Exchange Program
Northeastern University Dialogue of Civilizations 2014 — 2014
Brooklyn Technical High School 2007 — 2012
High School
Dmitriy Lee Dmitriy Lee's Wellington Management Experience April 2010 - April 2011
Job Data Architect at Pleeco, Inc.
Industry Computer Software
Experience
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Elisabeth (Libby) Fiumara Elisabeth (Libby) Fiumara's Wellington Management Experience January 2013 - June 2013
Job Corporate Operations Administrator
Industry Computer & Network Security
Experience
Digital Shadows August 2015 - Present
techUK October 2014 - July 2015
Northeastern University, The School of Pharmacy May 2014 - August 2014
Wellington Management January 2013 - June 2013
US Commercial Services, American Embassy, London January 2012 - June 2012
Priam Vineyards May 2010 - August 2011
N.U.in March 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Event Planning, Customer Service, Outlook, Administrative..., Public Speaking, Project Management, Marketing, Nonprofits, Training, Leadership, Management, Social Media
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Master's Degree, Organizational Behavior Studies
Northeastern Univeristy 2010 — 2014
Bachelor's Degree, Organizational Communications, Summa Cum Laude
Greece, Dialogue of Civilizations - Northeastern University 2013 — 2013
Culture, History, Tourism
Associação Cultural Brasil-Estados Unidos - ACBEU 2011 — 2011
Foundation for International Education- London 2010 — 2010
RHAM High School
Digital Shadows August 2015 - Present
techUK October 2014 - July 2015
Northeastern University, The School of Pharmacy May 2014 - August 2014
Wellington Management January 2013 - June 2013
US Commercial Services, American Embassy, London January 2012 - June 2012
Priam Vineyards May 2010 - August 2011
N.U.in March 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Event Planning, Customer Service, Outlook, Administrative..., Public Speaking, Project Management, Marketing, Nonprofits, Training, Leadership, Management, Social Media
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Master's Degree, Organizational Behavior Studies
Northeastern Univeristy 2010 — 2014
Bachelor's Degree, Organizational Communications, Summa Cum Laude
Greece, Dialogue of Civilizations - Northeastern University 2013 — 2013
Culture, History, Tourism
Associação Cultural Brasil-Estados Unidos - ACBEU 2011 — 2011
Foundation for International Education- London 2010 — 2010
RHAM High School
Katelyn Maher Katelyn Maher's Wellington Management Experience June 2012 - May 2013
Job Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Aberdeen Asset Management August 2015 - Present
John Hancock July 2013 - July 2015
Wellington Management June 2012 - May 2013
Northeastern University May 2011 - December 2012
GE Aviation January 2011 - July 2011
Brown Brothers Harriman January 2010 - July 2010
WSFS Bank May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Economics, Admissions, Customer Service, Equities, Data Analysis, Investments, Outlook, Facebook, Analysis, Research
Education
Northeastern University 2008 — 2013
BSBA, Business Administration: Finance and Accounting
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Margaret McCarthy's Wellington Management Experience March 2014 - Present
Job Financial Administrator Wellington Management Company
Industry Financial Services
Experience
Wellington Management March 2014 - Present
State Street 2012 - March 2014
Skills
Financial Services, Finance, Financial Analysis, Bloomberg, Mutual Funds
Education
The Catholic University of America 2008 — 2012
B.S.B.A, Finance
Wellington Management March 2014 - Present
State Street 2012 - March 2014
Skills
Financial Services, Finance, Financial Analysis, Bloomberg, Mutual Funds
Education
The Catholic University of America 2008 — 2012
B.S.B.A, Finance
Lauren Schneiderhan Lauren Schneiderhan's Wellington Management Experience February 2015 - Present
Job HR Talent Acquisition Campus Coordinator
Industry Investment Management
Experience
Wellington Management February 2015 - Present
Wellington Management January 2014 - February 2015
Abbott Personnel Consulting October 2013 - December 2013
Bowen and Co January 2013 - May 2013
Iona College Office of Student success September 2012 - May 2013
Razzle Promotions June 2012 - August 2012
Casa Couture May 2012 - August 2012
Apropo Studio/Showroom January 2012 - May 2012
Karens Closet NY August 2010 - January 2011
Skills
Microsoft Office, Social Media, Hosting, Marketing, Social Media Marketing, Facebook, Microsoft Excel, Advertising, Brand Ambassadors, Promotions, Hospitality, New Business Development, Sales, Event Planning, Fundraising, Market Research, Customer Service, Social Networking, Fashion, PowerPoint, Email Marketing, Media Relations, Research, Tumblr, Editing, Marketing Communications, Press Releases, Event Management, Time Management, Marketing Research, Teamwork, Public Speaking, Leadership, Microsoft Word, Start-ups, Brand Development, Pinterest, Outlook, Visual Merchandising, Marketing Strategy, Public Relations, Recruiting, Online Marketing, Team Leadership, Entrepreneurship, SEO, Human Resources, Cold Calling, Direct Marketing, Resume Writing
Education
Iona College 2009 — 2013
Bachelor of Business Administration (BBA), Marketing/ International Business, 3.6
Trinity College, Dublin 2011 — 2011
Study abroad
DUXBURY HIGH SCHOOL 2005 — 2009
High School Degree
Wellington Management February 2015 - Present
Wellington Management January 2014 - February 2015
Abbott Personnel Consulting October 2013 - December 2013
Bowen and Co January 2013 - May 2013
Iona College Office of Student success September 2012 - May 2013
Razzle Promotions June 2012 - August 2012
Casa Couture May 2012 - August 2012
Apropo Studio/Showroom January 2012 - May 2012
Karens Closet NY August 2010 - January 2011
Skills
Microsoft Office, Social Media, Hosting, Marketing, Social Media Marketing, Facebook, Microsoft Excel, Advertising, Brand Ambassadors, Promotions, Hospitality, New Business Development, Sales, Event Planning, Fundraising, Market Research, Customer Service, Social Networking, Fashion, PowerPoint, Email Marketing, Media Relations, Research, Tumblr, Editing, Marketing Communications, Press Releases, Event Management, Time Management, Marketing Research, Teamwork, Public Speaking, Leadership, Microsoft Word, Start-ups, Brand Development, Pinterest, Outlook, Visual Merchandising, Marketing Strategy, Public Relations, Recruiting, Online Marketing, Team Leadership, Entrepreneurship, SEO, Human Resources, Cold Calling, Direct Marketing, Resume Writing
Education
Iona College 2009 — 2013
Bachelor of Business Administration (BBA), Marketing/ International Business, 3.6
Trinity College, Dublin 2011 — 2011
Study abroad
DUXBURY HIGH SCHOOL 2005 — 2009
High School Degree
Ankita Jayakumar Ankita Jayakumar's Wellington Management Experience June 2014 - January 2015
Job Associate Accountant at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2015 - Present
Northeastern University June 2013 - May 2015
Wellington Management June 2014 - January 2015
Tera y Castro April 2012 - August 2012
Northeastern University 2011 - 2011
Momenta Pharmaceuticals July 2010 - December 2010
EF Education June 2009 - December 2009
Skills
Customer Service, Spanish, Microsoft Excel, PowerPoint, Facebook, Accounts Payable, Microsoft Word, Outlook, Data Analysis, Financial Reporting, Teamwork, Cpr Certified
Education
Northeastern University 2008 — 2015
Bachelor of Science in International Business, Spanish, Finance
Universidad Pontificia Comillas 2011 — 2012
Economía y Ciencias Empresariales
Liberty Mutual Insurance January 2015 - Present
Northeastern University June 2013 - May 2015
Wellington Management June 2014 - January 2015
Tera y Castro April 2012 - August 2012
Northeastern University 2011 - 2011
Momenta Pharmaceuticals July 2010 - December 2010
EF Education June 2009 - December 2009
Skills
Customer Service, Spanish, Microsoft Excel, PowerPoint, Facebook, Accounts Payable, Microsoft Word, Outlook, Data Analysis, Financial Reporting, Teamwork, Cpr Certified
Education
Northeastern University 2008 — 2015
Bachelor of Science in International Business, Spanish, Finance
Universidad Pontificia Comillas 2011 — 2012
Economía y Ciencias Empresariales
Julian Zorrilla's Wellington Management Experience May 2011 - December 2011
Job Success is measure not so much by the position that one has reached in life as by the obstacles which he has overcome
Industry Restaurants
Experience
SubRoc February 2015 - Present
McDonald's Corporation January 2001 - February 2015
Go Loco Restaurants January 2012 - April 2013
Victron Stores January 2012 - April 2013
Wellington Management May 2011 - December 2011
Tarrant County AIDS Interfaith Network 2008 - 2010
Optel, Inc January 2000 - January 2001
Skills
Business Management, Customer Service, Bilingual, Computers, Microsoft Office, POS, Aloha, Training, Human Resources, Human Relationship, Job Scheduling, Business Strategy, Business Planning, New Business Development, Small Business, Team Building, Sales, Customer Satisfaction, Management, Food, Inventory Management, Budgets, Income Statement, Food Service, Restaurants, P&L, Hospitality
Education
Tarrant County College 2012 — 2015
Associates of Applied Science Degree, Business Administration and Management, General
Joaquin de Cayzedo y Cuero 1992 — 1998
High School Diploma, Business, Management, Marketing, and Related Support Services
SubRoc February 2015 - Present
McDonald's Corporation January 2001 - February 2015
Go Loco Restaurants January 2012 - April 2013
Victron Stores January 2012 - April 2013
Wellington Management May 2011 - December 2011
Tarrant County AIDS Interfaith Network 2008 - 2010
Optel, Inc January 2000 - January 2001
Skills
Business Management, Customer Service, Bilingual, Computers, Microsoft Office, POS, Aloha, Training, Human Resources, Human Relationship, Job Scheduling, Business Strategy, Business Planning, New Business Development, Small Business, Team Building, Sales, Customer Satisfaction, Management, Food, Inventory Management, Budgets, Income Statement, Food Service, Restaurants, P&L, Hospitality
Education
Tarrant County College 2012 — 2015
Associates of Applied Science Degree, Business Administration and Management, General
Joaquin de Cayzedo y Cuero 1992 — 1998
High School Diploma, Business, Management, Marketing, and Related Support Services
Joyce Walch Joyce Walch's Wellington Management Experience March 2008 - October 2010
Job Project Specialist/Vendor Management at TD Bank
Industry Financial Services
Experience
TD Bank January 2013 - April 2014
Bain Capital October 2011 - December 2012
Wellington Management March 2008 - October 2010
Business Networking May 2001 - 2010
Accenture October 2006 - March 2008
JCPenney September 2001 - October 2006
Hunt Community May 2001 - January 2002
NYSACCME September 1995 - May 1999
St. Lawrence University March 1985 - October 1998
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Concur, XMS, Shorthand, File Management, Editing, Event Management, Event Planning, Cash Receipts, Receptionist Duties, Newsletters, Brochure Production, Travel Planning, Drafting Correspondence, Expenses
Education
Thomas College 1973 — 1975
Assoc. Degree - Exec. Secretarial, Executive Secretarial Studies
Kennett High School 1968 — 1973
TD Bank January 2013 - April 2014
Bain Capital October 2011 - December 2012
Wellington Management March 2008 - October 2010
Business Networking May 2001 - 2010
Accenture October 2006 - March 2008
JCPenney September 2001 - October 2006
Hunt Community May 2001 - January 2002
NYSACCME September 1995 - May 1999
St. Lawrence University March 1985 - October 1998
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Concur, XMS, Shorthand, File Management, Editing, Event Management, Event Planning, Cash Receipts, Receptionist Duties, Newsletters, Brochure Production, Travel Planning, Drafting Correspondence, Expenses
Education
Thomas College 1973 — 1975
Assoc. Degree - Exec. Secretarial, Executive Secretarial Studies
Kennett High School 1968 — 1973
Derek Ricciuto Derek Ricciuto's Wellington Management Experience July 2014 - Present
Job AVP, Senior Software Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management July 2014 - Present
Wellington Management December 2012 - Present
Wellington Management January 2011 - Present
Wellington Management July 2009 - Present
PitchPal.org March 2010 - Present
Intel Corporation 2008 - 2008
Intel Corporation 2007 - 2007
Skills
Java, SQL, Web Design, GUI Designing, User Experience Design, HTML, CSS, PHP, Project Management, Git, JIRA, Requirements Analysis, Data Analysis, Web Development, JavaScript, Quality Assurance, Software Project..., Stash, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Visio, VBA, Change Management, Linux, Databases, Technical Leadership
Education
Tufts University 2005 — 2009
BS, Mechanical Engineering
Tufts University 2005 — 2009
Wellington Management July 2014 - Present
Wellington Management December 2012 - Present
Wellington Management January 2011 - Present
Wellington Management July 2009 - Present
PitchPal.org March 2010 - Present
Intel Corporation 2008 - 2008
Intel Corporation 2007 - 2007
Skills
Java, SQL, Web Design, GUI Designing, User Experience Design, HTML, CSS, PHP, Project Management, Git, JIRA, Requirements Analysis, Data Analysis, Web Development, JavaScript, Quality Assurance, Software Project..., Stash, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Visio, VBA, Change Management, Linux, Databases, Technical Leadership
Education
Tufts University 2005 — 2009
BS, Mechanical Engineering
Tufts University 2005 — 2009
Eric DeVilbiss, CFA Eric DeVilbiss, CFA's Wellington Management Experience June 2011 - August 2011
Job
Industry Investment Management
Experience
T. Rowe Price August 2012 - Present
Wellington Management June 2011 - August 2011
T. Rowe Price May 2006 - August 2010
Constellation Energy June 2005 - May 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Towson University 2001 — 2004
Bachelor of Science, Economics, Business Administration
T. Rowe Price August 2012 - Present
Wellington Management June 2011 - August 2011
T. Rowe Price May 2006 - August 2010
Constellation Energy June 2005 - May 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Towson University 2001 — 2004
Bachelor of Science, Economics, Business Administration
Cory Schneider's Wellington Management Experience June 2015 - Present
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Manning & Napier December 2014 - May 2015
Manning & Napier March 2014 - December 2014
Fort Worth Brahmas 2013 - 2013
Fort Wayne Komets 2012 - 2012
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Northwood School 2005 — 2007
High School
CFA Institute
Wellington Management June 2015 - Present
Manning & Napier December 2014 - May 2015
Manning & Napier March 2014 - December 2014
Fort Worth Brahmas 2013 - 2013
Fort Wayne Komets 2012 - 2012
Education
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Northwood School 2005 — 2007
High School
CFA Institute
Edmond Griffin, CFA Edmond Griffin, CFA's Wellington Management Experience 2008 - Present
Job Equity Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2008 - Present
BlackRock 2003 - 2006
State Street Research & Management 2001 - 2003
Skills
Equities, Valuation, Equity Research, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Investment Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, General Management
Vanderbilt University 1996 — 2000
BS, Economics, Spanish
Wellington Management 2008 - Present
BlackRock 2003 - 2006
State Street Research & Management 2001 - 2003
Skills
Equities, Valuation, Equity Research, Bloomberg, Financial Modeling, Investments, Hedge Funds, Portfolio Management, Investment Management
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, General Management
Vanderbilt University 1996 — 2000
BS, Economics, Spanish
Allyson Boertzel Allyson Boertzel's Wellington Management Experience 2015 - Present
Job Administrative Assistant at Wellington Management
Industry Financial Services
Experience
Wellington Management 2015 - Present
Signature Consultants 2014 - 2015
Muhlenberg College June 2012 - May 2014
The Bridges Resort June 2011 - August 2011
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Word, Leadership, Social Networking, Microsoft Excel, Customer Service, Event Planning, Teamwork, Social Media, Research, Consulting, Management, Hospitality, Photoshop, Public Speaking, Food & Beverage, English, Time Management, Hospitality Management, Restaurants, Hotels
Education
Union College 2008 — 2012
Bachelor of Science (BS), Psychology
Wellington Management 2015 - Present
Signature Consultants 2014 - 2015
Muhlenberg College June 2012 - May 2014
The Bridges Resort June 2011 - August 2011
Skills
PowerPoint, Outlook, Microsoft Office, Microsoft Word, Leadership, Social Networking, Microsoft Excel, Customer Service, Event Planning, Teamwork, Social Media, Research, Consulting, Management, Hospitality, Photoshop, Public Speaking, Food & Beverage, English, Time Management, Hospitality Management, Restaurants, Hotels
Education
Union College 2008 — 2012
Bachelor of Science (BS), Psychology
Rachel Savoie, CFA Rachel Savoie, CFA's Wellington Management Experience December 1997 - April 2001
Job Owner of Home Again Health Care, LLC & Home Again Private Care
Industry Hospital & Health Care
Experience
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Raman Guglani Raman Guglani's Wellington Management Experience June 2012 - August 2012
Job Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments 2013 - Present
Wellington Management June 2012 - August 2012
Ocwen Financial Corporation April 2010 - July 2011
Ocwen Financial Corporation September 2008 - March 2010
Inductis August 2007 - August 2008
Skills
Quantitative Modeling, Predictive Analytics, Financial Modeling, Analytics, Data Analysis, SAS, Valuation, Portfolio Management, Time Series Analysis, Matlab, Analysis, Quantitative Analytics, Finance, VBA, Economics, Predictive Modeling, Investments, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (Honors), Analytic Finance, Economics
Thapar Institute of Engineering and Technology 2003 — 2007
BE, Electrical
Putnam Investments 2013 - Present
Wellington Management June 2012 - August 2012
Ocwen Financial Corporation April 2010 - July 2011
Ocwen Financial Corporation September 2008 - March 2010
Inductis August 2007 - August 2008
Skills
Quantitative Modeling, Predictive Analytics, Financial Modeling, Analytics, Data Analysis, SAS, Valuation, Portfolio Management, Time Series Analysis, Matlab, Analysis, Quantitative Analytics, Finance, VBA, Economics, Predictive Modeling, Investments, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (Honors), Analytic Finance, Economics
Thapar Institute of Engineering and Technology 2003 — 2007
BE, Electrical
Dhiren Shah Dhiren Shah's Wellington Management Experience June 2013 - May 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Wellington Management June 2013 - May 2015
Tufts University September 2009 - May 2013
Wellington Management June 2012 - August 2012
Analysis Group May 2011 - August 2011
eSecLending June 2010 - August 2010
DEI Systems June 2009 - August 2009
Sears Authorized Hometown Stores, LLC June 2007 - August 2007
Skills
Stata, Economics
Education
Tufts University 2009 — 2013
Quanitative Economics and Computer Science
Tewksbury Memorial High School 2005 — 2009
Goldman Sachs May 2015 - Present
Wellington Management June 2013 - May 2015
Tufts University September 2009 - May 2013
Wellington Management June 2012 - August 2012
Analysis Group May 2011 - August 2011
eSecLending June 2010 - August 2010
DEI Systems June 2009 - August 2009
Sears Authorized Hometown Stores, LLC June 2007 - August 2007
Skills
Stata, Economics
Education
Tufts University 2009 — 2013
Quanitative Economics and Computer Science
Tewksbury Memorial High School 2005 — 2009
Meghann Hickson Meghann Hickson's Wellington Management Experience March 2008 - August 2011
Job Exhibition Designer at Gecko Group
Industry Design
Experience
Gecko Group February 2013 - Present
Project Meanwhile November 2012 - Present
Night Kitchen Interactive October 2013 - February 2014
American Swedish Historical Museum June 2012 - June 2013
The University of the Arts September 2011 - May 2013
DesignPhiladelphia September 2011 - October 2012
Wellington Management March 2008 - August 2011
VA Boston Healthcare System December 2004 - August 2007
Skills
InDesign, Illustrator, Photoshop, Adobe Acrobat, Vectorworks, Microsoft Excel, Microsoft Word, PowerPoint, Keynote, DeltaGraph, Microsoft Graph, Adobe Captivate, Microsoft Access, FileMaker, HTML, Soundtrack Pro, Final Cut Pro, Flash, Dreamweaver, Hand Drafting, Infographics, Digital Photography, Vector Illustration, Photography, Graphic Design, Logo Design, Adobe Creative Suite, Exhibit Design, Mac, Art Direction, QuarkXPress, Layout, User Interface Design, Web Design
Education
University of The Arts 2011 — 2013
MFA, Museum Exhibition Planning and Design
University of Massachusetts Dartmouth 2005 — 2007
BFA, Graphic Design
Gecko Group February 2013 - Present
Project Meanwhile November 2012 - Present
Night Kitchen Interactive October 2013 - February 2014
American Swedish Historical Museum June 2012 - June 2013
The University of the Arts September 2011 - May 2013
DesignPhiladelphia September 2011 - October 2012
Wellington Management March 2008 - August 2011
VA Boston Healthcare System December 2004 - August 2007
Skills
InDesign, Illustrator, Photoshop, Adobe Acrobat, Vectorworks, Microsoft Excel, Microsoft Word, PowerPoint, Keynote, DeltaGraph, Microsoft Graph, Adobe Captivate, Microsoft Access, FileMaker, HTML, Soundtrack Pro, Final Cut Pro, Flash, Dreamweaver, Hand Drafting, Infographics, Digital Photography, Vector Illustration, Photography, Graphic Design, Logo Design, Adobe Creative Suite, Exhibit Design, Mac, Art Direction, QuarkXPress, Layout, User Interface Design, Web Design
Education
University of The Arts 2011 — 2013
MFA, Museum Exhibition Planning and Design
University of Massachusetts Dartmouth 2005 — 2007
BFA, Graphic Design
Stacy Laboon Pan, CFA's Wellington Management Experience 1998 - 2001
Job Senior Financial Consultant at World Health Partners
Industry Nonprofit Organization Management
Experience
World Health Partners October 2010 - Present
Venture Strategies Innovations 2006 - 2008
Development Innovations Group 2006 - 2006
United Nations Capital Development Fund 2005 - 2005
Secretary of Health, Mexican Commission on Macroeconomics & Health (CMMS) & Public Strategies, Inc. 2003 - 2003
Social Cabinet to the President of Mexico 2003 - 2003
Wellington Management 1998 - 2001
Cooperative Housing Foundation 1997 - 1998
Pro Mujer 1996 - 1997
United State Peace Corps 1995 - 1996
Skills
Financial Reform &..., Strategy, Strategic Planning, Analysis, Finance, Nonprofits, Financial Analysis, Program Management, Executive Management, Proposal Writing, Budgets
Education
The London School of Economics and Political Science (LSE) 2001 — 2002
Msc, Social Policy & Planning in Developing Countries
University of Virginia 1991 — 1995
BS, Finance/Intl Business/Spanish
World Health Partners October 2010 - Present
Venture Strategies Innovations 2006 - 2008
Development Innovations Group 2006 - 2006
United Nations Capital Development Fund 2005 - 2005
Secretary of Health, Mexican Commission on Macroeconomics & Health (CMMS) & Public Strategies, Inc. 2003 - 2003
Social Cabinet to the President of Mexico 2003 - 2003
Wellington Management 1998 - 2001
Cooperative Housing Foundation 1997 - 1998
Pro Mujer 1996 - 1997
United State Peace Corps 1995 - 1996
Skills
Financial Reform &..., Strategy, Strategic Planning, Analysis, Finance, Nonprofits, Financial Analysis, Program Management, Executive Management, Proposal Writing, Budgets
Education
The London School of Economics and Political Science (LSE) 2001 — 2002
Msc, Social Policy & Planning in Developing Countries
University of Virginia 1991 — 1995
BS, Finance/Intl Business/Spanish
Manoj Dalmia, CFA, CAIA's Wellington Management Experience 2012 - 2013
Job Bain Capital
Industry Investment Management
Experience
Bain Capital 2013 - Present
Wellington Management 2012 - 2013
Wave Equity Partners 2010 - 2012
SBI MUTUAL FUND June 2009 - August 2009
Wellington Management 2004 - 2009
Harvard University & Dept. of Revenue (MA) 2002 - 2004
PricewaterhouseCoopers (PwC Consulting) 1998 - 2002
Skills
Equity Research, Alternative Investments, Financial Modeling, VBA, Management Consulting, Matlab, SQL, Bloomberg, Valuation, Investments, Equities, Financial Markets, Fixed Income, Program Management, Competitive Analysis, Due Diligence, Financial Analysis, Equity Valuation, Sector Analysis, Company Research, Fundraising, Asset Management, Financial Planning, Private Equity, Venture Capital, Capital IQ, Excel, Industry Analysis, Market Research, Entrepreneurship, DCF, Emerging Markets, Investment Strategies, Strategic Analysis, Hedge Funds, Investment Management, Investment Banking, Finance, Trading, Derivatives, Quantitative Analytics, Capital Markets, Portfolio Management, Asset Allocation, Corporate Development, Corporate Finance, Business Valuation, Financial Services
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Strategy & Entrepreneurship
University of Mumbai
Bachelor of Engineering, Compter Science
Bain Capital 2013 - Present
Wellington Management 2012 - 2013
Wave Equity Partners 2010 - 2012
SBI MUTUAL FUND June 2009 - August 2009
Wellington Management 2004 - 2009
Harvard University & Dept. of Revenue (MA) 2002 - 2004
PricewaterhouseCoopers (PwC Consulting) 1998 - 2002
Skills
Equity Research, Alternative Investments, Financial Modeling, VBA, Management Consulting, Matlab, SQL, Bloomberg, Valuation, Investments, Equities, Financial Markets, Fixed Income, Program Management, Competitive Analysis, Due Diligence, Financial Analysis, Equity Valuation, Sector Analysis, Company Research, Fundraising, Asset Management, Financial Planning, Private Equity, Venture Capital, Capital IQ, Excel, Industry Analysis, Market Research, Entrepreneurship, DCF, Emerging Markets, Investment Strategies, Strategic Analysis, Hedge Funds, Investment Management, Investment Banking, Finance, Trading, Derivatives, Quantitative Analytics, Capital Markets, Portfolio Management, Asset Allocation, Corporate Development, Corporate Finance, Business Valuation, Financial Services
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Analytic Finance, Strategy & Entrepreneurship
University of Mumbai
Bachelor of Engineering, Compter Science
Scott Kauffman, CFA's Wellington Management Experience June 2004 - September 2004
Job
Industry Financial Services
Experience
Discover Financial Services November 2014 - June 2015
Castine Capital Management, LLC June 2005 - August 2014
Wellington Management June 2004 - September 2004
FBR June 1999 - May 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Capital Markets, Financial Analysis, Hedge Funds, Investments, Portfolio Management, Analytics, Finance, Business Strategy, M&A Modeling
Education
The University of Chicago - Booth School of Business 2003 — 2005
M.B.A., Analytic Finance, Accounting
The George Washington University 1995 — 1999
B.B.A., Finance
Discover Financial Services November 2014 - June 2015
Castine Capital Management, LLC June 2005 - August 2014
Wellington Management June 2004 - September 2004
FBR June 1999 - May 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Capital Markets, Financial Analysis, Hedge Funds, Investments, Portfolio Management, Analytics, Finance, Business Strategy, M&A Modeling
Education
The University of Chicago - Booth School of Business 2003 — 2005
M.B.A., Analytic Finance, Accounting
The George Washington University 1995 — 1999
B.B.A., Finance
Reema Mukheja's Wellington Management Experience June 2007 - August 2007
Job Consultant Relations at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC March 2015 - Present
Babson Capital Management March 2010 - March 2015
Wellington Management June 2007 - August 2007
Rocaton Investment Advisors October 2002 - June 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
The University of Chicago 1998 — 2002
B.A.
Apollo Global Management LLC March 2015 - Present
Babson Capital Management March 2010 - March 2015
Wellington Management June 2007 - August 2007
Rocaton Investment Advisors October 2002 - June 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
The University of Chicago 1998 — 2002
B.A.
Jeffrey Arena's Wellington Management Experience April 2003 - June 2006
Job
Industry Financial Services
Experience
Abrams Capital December 2010 - Present
Sapient Global Markets October 2007 - November 2010
Sowood Capital Management January 2007 - September 2007
Diamond Management and Strategy Consulting June 2006 - January 2007
Wellington Management April 2003 - June 2006
Brown Brothers Harriman January 1999 - April 2003
Interactive Data June 1997 - January 1999
Education
Tufts University 1993 — 1997
BA
Abrams Capital December 2010 - Present
Sapient Global Markets October 2007 - November 2010
Sowood Capital Management January 2007 - September 2007
Diamond Management and Strategy Consulting June 2006 - January 2007
Wellington Management April 2003 - June 2006
Brown Brothers Harriman January 1999 - April 2003
Interactive Data June 1997 - January 1999
Education
Tufts University 1993 — 1997
BA
Sekhar Kancherlapalli's Wellington Management Experience February 2013 - September 2013
Job Chief Enterprise Architect, UNUM
Industry Insurance
Experience
Unum August 2015 - Present
Liberty Mutual Insurance December 2014 - July 2015
Liberty Mutual Insurance September 2013 - December 2014
Wellington Management February 2013 - September 2013
Fidelity Investments November 2008 - December 2012
Fidelity Investments July 2005 - November 2008
Fidelity Investments July 2001 - June 2005
Fidelity Investments July 2000 - June 2001
Fidelity Investments July 1999 - June 2000
Fidelity Investments September 1998 - June 1999
Skills
Architecture, Solution Architecture, Variable Annuities, Insurance, Enterprise Architecture, Informatica, IBM BPM, WebSphere Application..., WebSphere Portal, Healthcare, Healthcare Information..., OBIEE, Business Objects, SOA, SOAP, Fixed Annuities, Life Insurance, Artificial Intelligence, Oracle 9i, Rules Engines, Oracle, SDLC, Architectures, Java Enterprise Edition, Integration, Data Warehousing
Education
State University of New York at Albany 1993 — 1994
Master's degree
State University of New York at Albany 1989 — 1993
Bachelor's degree
Unum August 2015 - Present
Liberty Mutual Insurance December 2014 - July 2015
Liberty Mutual Insurance September 2013 - December 2014
Wellington Management February 2013 - September 2013
Fidelity Investments November 2008 - December 2012
Fidelity Investments July 2005 - November 2008
Fidelity Investments July 2001 - June 2005
Fidelity Investments July 2000 - June 2001
Fidelity Investments July 1999 - June 2000
Fidelity Investments September 1998 - June 1999
Skills
Architecture, Solution Architecture, Variable Annuities, Insurance, Enterprise Architecture, Informatica, IBM BPM, WebSphere Application..., WebSphere Portal, Healthcare, Healthcare Information..., OBIEE, Business Objects, SOA, SOAP, Fixed Annuities, Life Insurance, Artificial Intelligence, Oracle 9i, Rules Engines, Oracle, SDLC, Architectures, Java Enterprise Edition, Integration, Data Warehousing
Education
State University of New York at Albany 1993 — 1994
Master's degree
State University of New York at Albany 1989 — 1993
Bachelor's degree
Karthik Periyapatna's Wellington Management Experience March 2004 - February 2008
Job Senior Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Kevin Mac Dermott's Wellington Management Experience November 2014 - Present
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Archana Basi's Wellington Management Experience July 2001 - December 2013
Job Investment Analyst
Industry Investment Management
Experience
Capital Group 2014 - Present
Wellington Management July 2001 - December 2013
T. Rowe Price 1998 - 2001
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Equity Research
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Maryland College Park 1990 — 1994
Bachelor of Science (BS)
Capital Group 2014 - Present
Wellington Management July 2001 - December 2013
T. Rowe Price 1998 - 2001
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Equity Research
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Maryland College Park 1990 — 1994
Bachelor of Science (BS)
Kirsten Ahearn's Wellington Management Experience September 2005 - February 2011
Job Communications Manager at Charlesbank Capital Partners
Industry Venture Capital & Private Equity
Experience
Charlesbank Capital Partners March 2011 - Present
Wellington Management September 2005 - February 2011
Wellington Management 2003 - 2005
JP Morgan August 1998 - July 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Wellesley College 1989 — 1993
BA, Economics and Art History
Charlesbank Capital Partners March 2011 - Present
Wellington Management September 2005 - February 2011
Wellington Management 2003 - 2005
JP Morgan August 1998 - July 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Wellesley College 1989 — 1993
BA, Economics and Art History
Eric Lambi's Wellington Management Experience January 2010 - Present
Job Fixed Income Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Wellington Management January 2010 - Present
Wellington Management Company January 2007 - January 2010
LMS International March 1999 - May 2005
Principal Global Investors 2005 - 2005
Principal Financial Group 2005 - 2005
Skills
Fixed Income, Bloomberg, Hedge Funds, Securities, Emerging Markets, Equities, Derivatives, Private Equity, Portfolio Management, Alternative Investments, Bonds
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
University of Iowa 1997 — 2001
BSE, Mechancial Engineering
Diane Merdian's Wellington Management Experience September 1989 - April 1994
Job Financial Executive
Industry Financial Services
Experience
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
sarah gutelius's Wellington Management Experience 2007 - Present
Job Wellington Management Company
Industry Financial Services
Experience
Wellington Management 2007 - Present
Education
Trinity College-Hartford 1999 — 2003
Wellington Management 2007 - Present
Education
Trinity College-Hartford 1999 — 2003
Taryn Sheehan's Wellington Management Experience June 2000 - May 2002
Job SelfEmployed
Industry Investment Management
Experience
Wellington Management June 2000 - May 2002
Investors Bank & Trust November 1998 - June 2000
State Street June 1997 - November 1998
Education
Union College 1994 — 1997
BA, Economics
Wellington Management June 2000 - May 2002
Investors Bank & Trust November 1998 - June 2000
State Street June 1997 - November 1998
Education
Union College 1994 — 1997
BA, Economics
Robert Craft's Wellington Management Experience February 2007 - Present
Job Associate Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2007 - Present
Mellon Financial Corporation May 2004 - February 2007
Eagle Investment Systems November 1998 - May 2004
Lewtan Technologies November 1994 - November 1997
Sungard 1989 - 1995
SunGard 1988 - 1994
Landmark Investments 1984 - 1988
Colonial Mortgage Service Co. 1977 - 1980
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Equities, Derivatives, Middle Office, Mutual Funds, Financial Services, Capital Markets, Back Office, Trading Systems, Hedge Funds, Fund Accounting, Securities, Reference Data, Investment Management, Market Data, Corporate Actions, Risk Management, Alternative Investments, Bonds, Vendor Management, Fund Administration, FX Options, Electronic Trading, Trading, Options
Education
The George Washington University 1973 — 1978
Wellington Management February 2007 - Present
Mellon Financial Corporation May 2004 - February 2007
Eagle Investment Systems November 1998 - May 2004
Lewtan Technologies November 1994 - November 1997
Sungard 1989 - 1995
SunGard 1988 - 1994
Landmark Investments 1984 - 1988
Colonial Mortgage Service Co. 1977 - 1980
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Equities, Derivatives, Middle Office, Mutual Funds, Financial Services, Capital Markets, Back Office, Trading Systems, Hedge Funds, Fund Accounting, Securities, Reference Data, Investment Management, Market Data, Corporate Actions, Risk Management, Alternative Investments, Bonds, Vendor Management, Fund Administration, FX Options, Electronic Trading, Trading, Options
Education
The George Washington University 1973 — 1978
Clay Godshalk's Wellington Management Experience April 2010 - June 2010
Job Senior Data Center Solutions Architect at Presidio
Industry Information Technology and Services
Experience
Presidio June 2010 - Present
Wellington Management April 2010 - June 2010
NWN December 2007 - April 2010
COCC December 2005 - December 2007
IMS, Inc January 2004 - December 2005
IKON Office Solutions January 2000 - January 2004
Skills
Virtualization, VMware, Data Center, Storage, Cloud Computing, Disaster Recovery, Cisco Technologies, vSphere, EMC Storage, HP, VMware ESX, Active Directory
Education
Texas Tech University 1993 — 1998
Presidio June 2010 - Present
Wellington Management April 2010 - June 2010
NWN December 2007 - April 2010
COCC December 2005 - December 2007
IMS, Inc January 2004 - December 2005
IKON Office Solutions January 2000 - January 2004
Skills
Virtualization, VMware, Data Center, Storage, Cloud Computing, Disaster Recovery, Cisco Technologies, vSphere, EMC Storage, HP, VMware ESX, Active Directory
Education
Texas Tech University 1993 — 1998
Neil Grabowski's Wellington Management Experience 1999 - 2001
Job at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors May 2008 - Present
Gannett Welsh & Kotler, LLC June 2001 - May 2008
Wellington Management 1999 - 2001
Education
The University of Connecticut School of Business 1973 — 1980
Breckinridge Capital Advisors May 2008 - Present
Gannett Welsh & Kotler, LLC June 2001 - May 2008
Wellington Management 1999 - 2001
Education
The University of Connecticut School of Business 1973 — 1980
Daniel Loesch's Wellington Management Experience November 2000 - December 2002
Job Head of Monetization at Peel
Industry Internet
Experience
Peel May 2014 - Present
Peel September 2013 - May 2014
Disney Interactive Games August 2012 - August 2013
Disney Interactive February 2011 - August 2012
Disney Interactive April 2010 - February 2011
deviantART, Inc. May 2008 - May 2010
Drury Design Dynamics February 2004 - August 2007
Vault.com February 2003 - February 2004
Wellington Management November 2000 - December 2002
Whitley Consulting Group January 2000 - October 2000
Skills
Strategic Partnerships, Digital Media, Analytics, Start-ups, Marketing Strategy, New Business Development, E-commerce, Competitive Analysis, Business Strategy, Online Advertising
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Marketing, Entrepreneurship
University of Melbourne - Melbourne Business School 2008 — 2008
MBA Studies, Semester Abroad
Cornell University 1995 — 1999
BS, Landscape Architecture
Peel May 2014 - Present
Peel September 2013 - May 2014
Disney Interactive Games August 2012 - August 2013
Disney Interactive February 2011 - August 2012
Disney Interactive April 2010 - February 2011
deviantART, Inc. May 2008 - May 2010
Drury Design Dynamics February 2004 - August 2007
Vault.com February 2003 - February 2004
Wellington Management November 2000 - December 2002
Whitley Consulting Group January 2000 - October 2000
Skills
Strategic Partnerships, Digital Media, Analytics, Start-ups, Marketing Strategy, New Business Development, E-commerce, Competitive Analysis, Business Strategy, Online Advertising
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Marketing, Entrepreneurship
University of Melbourne - Melbourne Business School 2008 — 2008
MBA Studies, Semester Abroad
Cornell University 1995 — 1999
BS, Landscape Architecture
Marlen Cale's Wellington Management Experience September 2013 - April 2014
Job Systems Analyst and SQL Database Developer
Industry Financial Services
Experience
Analysis Group May 2014 - Present
Wellington Management September 2013 - April 2014
Acadian Asset Management February 2012 - September 2013
Hancock Natural Resource Group (HNRG) February 2009 - February 2012
International Data Group (IDG) April 2006 - February 2009
First State Mgmt Group / The Hartford December 2000 - April 2006
W. P. Corcoran & Associates, Inc. February 1999 - November 2000
c.w. Costello & Associates, Inc. June 1997 - February 1999
Skills
Database Design, Microsoft SQL Server, Business Analysis, SDLC, Data Modeling, Data Analysis, Databases, Stored Procedures, T-SQL, RDBMS, SSRS, SSIS, ETL, Requirements Gathering, Requirements Analysis, Kimball Methodology, Data Warehousing, Database Development, Access, Business Systems, Crystal Reports, SQL Server, Telecom BSS, Master Data Management, SQL Server 2000-2008, Oracle, sql, Database Administration, Analysis, Business Requirements, SQL
Education
The University of Connecticut School of Business 1993 — 1997
Bachelor's Degree, Management Information Systems
E. O. Smith High School 1989 — 1993
High School
Analysis Group May 2014 - Present
Wellington Management September 2013 - April 2014
Acadian Asset Management February 2012 - September 2013
Hancock Natural Resource Group (HNRG) February 2009 - February 2012
International Data Group (IDG) April 2006 - February 2009
First State Mgmt Group / The Hartford December 2000 - April 2006
W. P. Corcoran & Associates, Inc. February 1999 - November 2000
c.w. Costello & Associates, Inc. June 1997 - February 1999
Skills
Database Design, Microsoft SQL Server, Business Analysis, SDLC, Data Modeling, Data Analysis, Databases, Stored Procedures, T-SQL, RDBMS, SSRS, SSIS, ETL, Requirements Gathering, Requirements Analysis, Kimball Methodology, Data Warehousing, Database Development, Access, Business Systems, Crystal Reports, SQL Server, Telecom BSS, Master Data Management, SQL Server 2000-2008, Oracle, sql, Database Administration, Analysis, Business Requirements, SQL
Education
The University of Connecticut School of Business 1993 — 1997
Bachelor's Degree, Management Information Systems
E. O. Smith High School 1989 — 1993
High School
Sweta Singh's Wellington Management Experience November 2006 - April 2009
Job Research Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors October 2010 - Present
Income Research & Management May 2009 - October 2010
Wellington Management November 2006 - April 2009
New York State Division of Budget 2004 - October 2006
Skills
Investments, Public Finance, Financial Statement..., Fixed Income Analysis, Corporate Bonds, Sustainability, Bonds, Fixed Income, Corporates, Equities, Financial Modeling, Asset Management, Credit Analysis, Analysis, Strategy, Economics, Finance, Portfolio Management, Investment Management, Bloomberg, Options
Education
University at Albany, SUNY 2004 — 2006
MBA
The University of Texas at Austin - The LBJ School of Public Affairs 2002 — 2004
MPA
University of Massachusetts Boston 2000 — 2002
BA
Moody's Training
Moodys Training
Breckinridge Capital Advisors October 2010 - Present
Income Research & Management May 2009 - October 2010
Wellington Management November 2006 - April 2009
New York State Division of Budget 2004 - October 2006
Skills
Investments, Public Finance, Financial Statement..., Fixed Income Analysis, Corporate Bonds, Sustainability, Bonds, Fixed Income, Corporates, Equities, Financial Modeling, Asset Management, Credit Analysis, Analysis, Strategy, Economics, Finance, Portfolio Management, Investment Management, Bloomberg, Options
Education
University at Albany, SUNY 2004 — 2006
MBA
The University of Texas at Austin - The LBJ School of Public Affairs 2002 — 2004
MPA
University of Massachusetts Boston 2000 — 2002
BA
Moody's Training
Moodys Training
Staci Ungar's Wellington Management Experience March 2004 - Present
Job Portfolio Coordinator at Wellington Management International
Industry Financial Services
Experience
Wellington Management March 2004 - Present
Wellington Management March 2000 - March 2004
Education
Tufts University 1990 — 1994
BS, Biology
Wellington Management March 2004 - Present
Wellington Management March 2000 - March 2004
Education
Tufts University 1990 — 1994
BS, Biology
Bill Freitas's Wellington Management Experience 1998 - 1999
Job SVP Customer Data Technology at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments 1999 - 2012
Wellington Management 1998 - 1999
Clark University 1996 - 1997
Fidelity Investments 1990 - 1997
Skills
Management, Enterprise Software, Financial Services, Mutual Funds, Strategic Financial..., Vendor Management, Project Management, SDLC, SaaS, Product Management, Business Analysis, Requirements Analysis, IT Strategy, Financial Planning, Series 7, Software Project..., Portfolio Management, Program Management
Education
University of Dallas 1991 — 1993
MBA, Management Information Systems
University of Miami 1986 — 1990
Bachleor, Business - Finance
Fidelity Investments April 2012 - Present
Fidelity Investments 1999 - 2012
Wellington Management 1998 - 1999
Clark University 1996 - 1997
Fidelity Investments 1990 - 1997
Skills
Management, Enterprise Software, Financial Services, Mutual Funds, Strategic Financial..., Vendor Management, Project Management, SDLC, SaaS, Product Management, Business Analysis, Requirements Analysis, IT Strategy, Financial Planning, Series 7, Software Project..., Portfolio Management, Program Management
Education
University of Dallas 1991 — 1993
MBA, Management Information Systems
University of Miami 1986 — 1990
Bachleor, Business - Finance
Majidah Hosein's Wellington Management Experience August 2015 - Present
Job Wellington Management
Industry Financial Services
Experience
Wellington Management August 2015 - Present
Wellington Management September 2013 - Present
Wellington Management April 2013 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - March 2013
Starwood Vacation Ownership November 2010 - August 2011
Starwood Vacation Ownership July 2009 - November 2010
Starwood Vacation Ownership July 2004 - July 2009
Skills
Customer Service, Customer Satisfaction, Time Management, Human Resources, Microsoft Office, Management, Resorts, Hospitality Industry, Hotels, Hospitality, Training, Employee Relations, Coaching, Interviews, Budgets, Property Management..., Sales, Hospitality Management, Front Office, Hotel Management, Process Scheduler, Event Management, Meeting Planning, Event Planning, PowerPoint
Education
Boston Yoga School 2014 — 2015
200 hour teaching certificate, Yoga Teacher Training/Yoga Therapy
University of Central Florida - College of Business Administration 2007 — 2009
BA, Business Management
Valencia College 2004 — 2007
AA, General Studies
Wellington Management August 2015 - Present
Wellington Management September 2013 - Present
Wellington Management April 2013 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - March 2013
Starwood Vacation Ownership November 2010 - August 2011
Starwood Vacation Ownership July 2009 - November 2010
Starwood Vacation Ownership July 2004 - July 2009
Skills
Customer Service, Customer Satisfaction, Time Management, Human Resources, Microsoft Office, Management, Resorts, Hospitality Industry, Hotels, Hospitality, Training, Employee Relations, Coaching, Interviews, Budgets, Property Management..., Sales, Hospitality Management, Front Office, Hotel Management, Process Scheduler, Event Management, Meeting Planning, Event Planning, PowerPoint
Education
Boston Yoga School 2014 — 2015
200 hour teaching certificate, Yoga Teacher Training/Yoga Therapy
University of Central Florida - College of Business Administration 2007 — 2009
BA, Business Management
Valencia College 2004 — 2007
AA, General Studies
Sunil Varghese's Wellington Management Experience 2001 - 2001
Job Sr. Advisor Software Development at Dell Services
Industry Information Technology and Services
Experience
Dell Services June 2010 - Present
Dell Services March 2009 - June 2010
Perot Systems August 2009 - March 2010
Amtex Systems Inc December 2002 - August 2009
Perot Systems August 2002 - August 2009
Harvard University 2002 - 2002
Bahwan IT January 1998 - January 2001
Wellington Management 2001 - 2001
Terumo Penpol Limited June 1997 - October 1998
ER & DCI January 1997 - June 1997
Skills
PL/SQL, Data Warehousing, ETL, SQL, SDLC, Data Modeling, Trillium, Sun Certified Java..., SaaS, Ruby, Agile Methodologies, Solution Architecture, Linux, Oracle Applications, Software Development, Software Engineering, Database Design, Oracle Reports, Unix, Teradata, Oracle Discoverer, ABAP, Enterprise Architecture, Software Project..., Requirements Analysis, SOA, Business Intelligence, Web Services, Weblogic, Unix Shell Scripting, Java Enterprise Edition, Integration, DB2, IT Strategy, Requirements Gathering, Databases
Education
University of Mysore 1994 — 1997
Masters, Computer Applications
University of Calicut 1990 — 1993
Bachelors, Physics
Dell Services June 2010 - Present
Dell Services March 2009 - June 2010
Perot Systems August 2009 - March 2010
Amtex Systems Inc December 2002 - August 2009
Perot Systems August 2002 - August 2009
Harvard University 2002 - 2002
Bahwan IT January 1998 - January 2001
Wellington Management 2001 - 2001
Terumo Penpol Limited June 1997 - October 1998
ER & DCI January 1997 - June 1997
Skills
PL/SQL, Data Warehousing, ETL, SQL, SDLC, Data Modeling, Trillium, Sun Certified Java..., SaaS, Ruby, Agile Methodologies, Solution Architecture, Linux, Oracle Applications, Software Development, Software Engineering, Database Design, Oracle Reports, Unix, Teradata, Oracle Discoverer, ABAP, Enterprise Architecture, Software Project..., Requirements Analysis, SOA, Business Intelligence, Web Services, Weblogic, Unix Shell Scripting, Java Enterprise Edition, Integration, DB2, IT Strategy, Requirements Gathering, Databases
Education
University of Mysore 1994 — 1997
Masters, Computer Applications
University of Calicut 1990 — 1993
Bachelors, Physics
Izac Chyou's Wellington Management Experience 2010 - Present
Job Client Serivce Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2010 - Present
Smith Barney June 2007 - June 2009
Bear Stearns May 2004 - January 2005
Morgan Stanley March 2004 - June 2004
Skills
Asset Management, Equities, Bloomberg, Client Services, Alternative Investments, Financial Analysis, Investments, Portfolio Management
Education
University of California, Davis
BA, Economics
Wellington Management 2010 - Present
Smith Barney June 2007 - June 2009
Bear Stearns May 2004 - January 2005
Morgan Stanley March 2004 - June 2004
Skills
Asset Management, Equities, Bloomberg, Client Services, Alternative Investments, Financial Analysis, Investments, Portfolio Management
Education
University of California, Davis
BA, Economics
Manjit Bakshi's Wellington Management Experience August 2004 - December 2008
Job VP, Associate Partner
Industry Investment Management
Experience
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
Gaurav Auditya's Wellington Management Experience 2004 - 2005
Job Vice President Trading, Reporting & Custody at AssetMark
Industry Financial Services
Experience
AssetMark May 2005 - Present
Wellington Management 2004 - 2005
State Street Corporation 2000 - 2004
Skills
Financial Services, Mutual Funds, Securities, Wealth Management, Series 63, Asset Management, Investment Advisory, Investments, Retirement, Series 6, Trading, Alternative Investments, Asset Allocation, Management, Retirement Planning, Risk Management, Equities, Portfolio Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
AssetMark May 2005 - Present
Wellington Management 2004 - 2005
State Street Corporation 2000 - 2004
Skills
Financial Services, Mutual Funds, Securities, Wealth Management, Series 63, Asset Management, Investment Advisory, Investments, Retirement, Series 6, Trading, Alternative Investments, Asset Allocation, Management, Retirement Planning, Risk Management, Equities, Portfolio Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Adam Durant's Wellington Management Experience March 2013 - Present
Job Vice President, Operational Risk Manager, Asset Allocation Strategies Group
Industry Investment Management
Experience
Wellington Management March 2013 - Present
Wellington Management November 2007 - March 2013
Wellington Management March 2004 - November 2007
Wellington Management June 1996 - March 2004
Investors Bank & Trust September 1993 - June 1996
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Mutual Funds, Securities, Portfolio Management, Investments, Derivatives, Investment Management, Asset Allocation, Fund Accounting, Financial Services, Back Office, Capital Markets, Risk Management, Bonds
Education
University of Colorado Boulder 1988 — 1992
Wellington Management March 2013 - Present
Wellington Management November 2007 - March 2013
Wellington Management March 2004 - November 2007
Wellington Management June 1996 - March 2004
Investors Bank & Trust September 1993 - June 1996
Skills
Fixed Income, Equities, Bloomberg, Asset Managment, Alternative Investments, Mutual Funds, Securities, Portfolio Management, Investments, Derivatives, Investment Management, Asset Allocation, Fund Accounting, Financial Services, Back Office, Capital Markets, Risk Management, Bonds
Education
University of Colorado Boulder 1988 — 1992
Philip Ruedi's Wellington Management Experience August 2004 - Present
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2004 - Present
T. Rowe Price September 1998 - July 2004
Skills
Equities, Asset Management, Equity Research, Investments, Portfolio Management, Mutual Funds, Investment Management, Valuation
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Accounting and Finance
University of Chicago
Master of Business Administration (MBA), Finance, General
Wellington Management August 2004 - Present
T. Rowe Price September 1998 - July 2004
Skills
Equities, Asset Management, Equity Research, Investments, Portfolio Management, Mutual Funds, Investment Management, Valuation
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Accounting and Finance
University of Chicago
Master of Business Administration (MBA), Finance, General
Neal Gombeski, CFA's Wellington Management Experience January 2012 - March 2015
Job Client Portfolio Analyst at Income Research + Management
Industry Financial Services
Experience
Income Research + Management March 2015 - Present
Wellington Management January 2012 - March 2015
Wellington Management June 2008 - December 2011
Liberty Mutual 2007 - 2008
Liberty Mutual Group June 2005 - June 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Internal Audit, Internal Controls, Accounting, Auditing, Corporate Finance, Business Analysis, Due Diligence, Risk Assessment, Project Management, Investments, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Income Research + Management March 2015 - Present
Wellington Management January 2012 - March 2015
Wellington Management June 2008 - December 2011
Liberty Mutual 2007 - 2008
Liberty Mutual Group June 2005 - June 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Internal Audit, Internal Controls, Accounting, Auditing, Corporate Finance, Business Analysis, Due Diligence, Risk Assessment, Project Management, Investments, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Sherman Francis's Wellington Management Experience July 2010 - Present
Job Research Associate
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Putnam Investments April 2007 - July 2010
Putnam Investments May 2004 - April 2007
Skills
Bloomberg, Equities, Investments, Mutual Funds, Hedge Funds, Asset Management, Financial Modeling, Portfolio Management, Equity Research, Valuation, Capital Markets, Asset Allocation, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
Economics
Boston Latin Academy 1989 — 1995
Wellington Management July 2010 - Present
Putnam Investments April 2007 - July 2010
Putnam Investments May 2004 - April 2007
Skills
Bloomberg, Equities, Investments, Mutual Funds, Hedge Funds, Asset Management, Financial Modeling, Portfolio Management, Equity Research, Valuation, Capital Markets, Asset Allocation, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
Economics
Boston Latin Academy 1989 — 1995
Michelle George's Wellington Management Experience May 2015 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management June 2011 - Present
Aviva August 2010 - May 2011
Hartland & Co. June 2008 - June 2010
Fiorilli Construction October 2007 - May 2008
Crown Pacific Properties 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Outlook, Process Scheduler, Microsoft Word, Customer Service, Administrative..., Event Management, Contract Negotiation, Budgets, Office Administration, Visio, Research, File Management, Accounts Payable, Team Building, Social Media, Contract Management, Access, Analysis, Human Resources, Administrative...
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communication; Sports Management
Wellington Management May 2015 - Present
Wellington Management June 2011 - Present
Aviva August 2010 - May 2011
Hartland & Co. June 2008 - June 2010
Fiorilli Construction October 2007 - May 2008
Crown Pacific Properties 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Outlook, Process Scheduler, Microsoft Word, Customer Service, Administrative..., Event Management, Contract Negotiation, Budgets, Office Administration, Visio, Research, File Management, Accounts Payable, Team Building, Social Media, Contract Management, Access, Analysis, Human Resources, Administrative...
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communication; Sports Management
Thomas DeMello's Wellington Management Experience February 1997 - May 1999
Job Head of Global Talent Acquisition
Industry Research
Experience
The Bank of New York Mellon April 2006 - December 2014
MFS Investment Management May 2000 - December 2005
Arthur D. Little May 1999 - May 2000
Wellington Management February 1997 - May 1999
Skills
Financial Services, Human Resources, Leadership, Mutual Funds, Project Management, Recruiting, Vendor Management, Onboarding, SDLC, Talent Acquisition, CRM, Employee Benefits, Hiring, Strategy, Employee Relations, Management, Talent Management
Education
Tufts University
Bachelor of Arts (B.A.), English
The Bank of New York Mellon April 2006 - December 2014
MFS Investment Management May 2000 - December 2005
Arthur D. Little May 1999 - May 2000
Wellington Management February 1997 - May 1999
Skills
Financial Services, Human Resources, Leadership, Mutual Funds, Project Management, Recruiting, Vendor Management, Onboarding, SDLC, Talent Acquisition, CRM, Employee Benefits, Hiring, Strategy, Employee Relations, Management, Talent Management
Education
Tufts University
Bachelor of Arts (B.A.), English
Jeremy Crean's Wellington Management Experience November 2007 - June 2011
Job Senior Financial Editor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2011 - Present
Wellington Management November 2007 - June 2011
Putnam Investments 2001 - 2007
Skills
Mutual Funds, White Papers, Investor Relations, Content Management, Editing, Marketing Communications, Financial Services, Thought Leadership, Corporate Communications, Social Media, Blogging, Investments, Internal Communications, Strategic Communications, Social Media Marketing, Proofreading
Education
University of California, Berkeley 1994 — 2001
PhD, English
University of Rochester 1989 — 1993
BA, English and Russian
Putnam Investments June 2011 - Present
Wellington Management November 2007 - June 2011
Putnam Investments 2001 - 2007
Skills
Mutual Funds, White Papers, Investor Relations, Content Management, Editing, Marketing Communications, Financial Services, Thought Leadership, Corporate Communications, Social Media, Blogging, Investments, Internal Communications, Strategic Communications, Social Media Marketing, Proofreading
Education
University of California, Berkeley 1994 — 2001
PhD, English
University of Rochester 1989 — 1993
BA, English and Russian
Erin Dunn-Franklin's Wellington Management Experience October 2013 - July 2015
Job MBA Candidate at Tuck School of Business (Dartmouth)
Industry Financial Services
Experience
Wellington Management October 2013 - July 2015
Bridgewater Associates July 2011 - April 2013
Bridgewater Associates June 2010 - July 2011
Teach For America 2008 - 2010
Skills
Hedge Funds, Fixed Income, Business Strategy, Project Management, Process Improvement, Financial Analysis, Organization..., Data Analysis, Analytic Reporting, Financial Services, Economics, Analysis, Writing, Fair Trade
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2005 — 2008
B.A. with Honors, English Literature, Minors in French and Economics
Wellington Management October 2013 - July 2015
Bridgewater Associates July 2011 - April 2013
Bridgewater Associates June 2010 - July 2011
Teach For America 2008 - 2010
Skills
Hedge Funds, Fixed Income, Business Strategy, Project Management, Process Improvement, Financial Analysis, Organization..., Data Analysis, Analytic Reporting, Financial Services, Economics, Analysis, Writing, Fair Trade
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2005 — 2008
B.A. with Honors, English Literature, Minors in French and Economics
Gordon Lawrence, CFA's Wellington Management Experience February 2006 - Present
Job Partner and Derivatives Strategist at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Laurie Gabriel's Wellington Management Experience 1999 - 2008
Job Member Board of Trustees at Mount Washington Observatory
Industry Investment Management
Experience
Tufts University January 2009 - Present
The Nature Conservancy - New Hampshire 2012 - Present
New Hampshire Charitable Foundation January 2014 - Present
Mount Washington Observatory July 2013 - Present
Appalachian Mountain Club 2004 - 2013
Wellington Management 1999 - 2008
Skills
Asset Allocation, Nonprofits
Education
Tufts University 1972 — 1976
BA, Economics
Tufts University January 2009 - Present
The Nature Conservancy - New Hampshire 2012 - Present
New Hampshire Charitable Foundation January 2014 - Present
Mount Washington Observatory July 2013 - Present
Appalachian Mountain Club 2004 - 2013
Wellington Management 1999 - 2008
Skills
Asset Allocation, Nonprofits
Education
Tufts University 1972 — 1976
BA, Economics
Auf Akhtar's Wellington Management Experience March 2011 - June 2014
Job Senior Analyst at Beckman Coulter
Industry Information Technology and Services
Experience
Beckman Coulter July 2014 - Present
Beckman Coulter July 2014 - Present
Wellington Management March 2011 - June 2014
Wells Fargo Home Mortgage July 2009 - January 2011
Reebok International May 2007 - April 2009
DPAHH February 2003 - July 2005
Skills
RMAN, Oracle RAC, Solaris, Oracle, Shell Scripting, AIX, Red Hat Linux, Disaster Recovery, Microsoft SQL Server, SQL, Data Modeling, Unix, Performance Tuning, Windows Server, Servers, Data Guard, Databases, Microsoft Exchange, Data Migration, Oracle Enterprise..., Enterprise Architecture, HP-UX
Education
University of Bridgeport 2005 — 2007
MS, Computer Science
SZAB Institute of Technology 2004 — 2005
MS, Computer Science
Beckman Coulter July 2014 - Present
Beckman Coulter July 2014 - Present
Wellington Management March 2011 - June 2014
Wells Fargo Home Mortgage July 2009 - January 2011
Reebok International May 2007 - April 2009
DPAHH February 2003 - July 2005
Skills
RMAN, Oracle RAC, Solaris, Oracle, Shell Scripting, AIX, Red Hat Linux, Disaster Recovery, Microsoft SQL Server, SQL, Data Modeling, Unix, Performance Tuning, Windows Server, Servers, Data Guard, Databases, Microsoft Exchange, Data Migration, Oracle Enterprise..., Enterprise Architecture, HP-UX
Education
University of Bridgeport 2005 — 2007
MS, Computer Science
SZAB Institute of Technology 2004 — 2005
MS, Computer Science
John J. Harrington, CFA's Wellington Management Experience 1995 - 2004
Job Investment Specialist LMCG Investments
Industry Investment Management
Experience
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
Heather Calderwood's Wellington Management Experience January 2010 - June 2014
Job Manager, Derivative Operations at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Wellington Management Company, LLP June 2014 - Present
Wellington Management January 2010 - June 2014
Wellington Management February 2005 - January 2010
Federal Home Loan Bank of Boston 2000 - 2005
Brown Brothers Harriman July 1998 - August 2000
Skills
Settlement, Derivatives, Securities, Bonds, Bloomberg, Fixed Income, Trading, Equities, Hedge Funds, Investments, Mutual Funds, Asset Management, Financial Modeling, Portfolio Management
Education
University of Massachusetts Boston 1996 — 1998
BA, Economics
The George Washington University 1994 — 1996
Bachelor of Arts (B.A.), Economics
Robert Melanson's Wellington Management Experience January 1995 - June 2004
Job System Architect Fixed Income Trading Systems
Industry Investment Management
Experience
MFS Investment Management June 2004 - Present
Wellington Management January 1995 - June 2004
State Street Bank 1993 - 1995
Skills
Factset, Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Derivatives, Investments, SQL, Trading, Portfolio Management
Education
Syracuse University 1985 — 1989
BA, Economics
MFS Investment Management June 2004 - Present
Wellington Management January 1995 - June 2004
State Street Bank 1993 - 1995
Skills
Factset, Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Derivatives, Investments, SQL, Trading, Portfolio Management
Education
Syracuse University 1985 — 1989
BA, Economics
Linda Selbach's Wellington Management Experience 2005 - 2008
Job Banking & Investment Management
Industry Financial Services
Experience
Citigroup Inc. November 2014 - Present
K2 Solutions, Inc. February 2012 - October 2013
Barge Consulting, LLC January 2011 - June 2012
University of North Carolina at Chapel Hill 2009 - 2009
Wellington Management 2005 - 2008
ICGN 2002 - 2008
Barclays Global Investors 1991 - 2005
Montgomery Securities 1986 - 1990
Bank of America June 1984 - 1986
Skills
Corporate Governance, Asset Managment, Policy, Investments, Risk Management, Management, Investor Relations, Analysis, Asset Management, Capital Markets, Equities, Finance, Executive Management, Financial Services, Financial Markets, IPO, Mergers, Securities, Strategic Planning, Financial Analysis, Strategy
Education
University of California, Berkeley
AB, College of Letters and Science
University of California, Berkeley
MLS, School of Information Management and Systems
University of California, Berkeley, Haas School of Business
MBA, Corporate Finance
Citigroup Inc. November 2014 - Present
K2 Solutions, Inc. February 2012 - October 2013
Barge Consulting, LLC January 2011 - June 2012
University of North Carolina at Chapel Hill 2009 - 2009
Wellington Management 2005 - 2008
ICGN 2002 - 2008
Barclays Global Investors 1991 - 2005
Montgomery Securities 1986 - 1990
Bank of America June 1984 - 1986
Skills
Corporate Governance, Asset Managment, Policy, Investments, Risk Management, Management, Investor Relations, Analysis, Asset Management, Capital Markets, Equities, Finance, Executive Management, Financial Services, Financial Markets, IPO, Mergers, Securities, Strategic Planning, Financial Analysis, Strategy
Education
University of California, Berkeley
AB, College of Letters and Science
University of California, Berkeley
MLS, School of Information Management and Systems
University of California, Berkeley, Haas School of Business
MBA, Corporate Finance
Jennifer Callahan's Wellington Management Experience June 2005 - September 2008
Job Human Resources Professional
Industry Higher Education
Experience
Harvard University Faculty of Arts & Sciences April 2014 - Present
Harvard University Faculty of Arts & Sciences March 2012 - March 2014
The Community Preservation Corporation November 2010 - January 2012
The Community Preservation Corporation October 2008 - October 2010
Wellington Management June 2005 - September 2008
Skills
Organizational..., Employee Benefits, Personnel Management, Onboarding, College Recruiting, Employee Relations, Compensation & Benefits..., HRIS, Deferred Compensation, Human Resources, Succession Planning, Benefits Administration, Job Descriptions, Recruiting, Talent Management
Education
The George Washington University 2001 — 2005
BBA
Phillips Academy Andover 1997 — 2001
Harvard University Faculty of Arts & Sciences April 2014 - Present
Harvard University Faculty of Arts & Sciences March 2012 - March 2014
The Community Preservation Corporation November 2010 - January 2012
The Community Preservation Corporation October 2008 - October 2010
Wellington Management June 2005 - September 2008
Skills
Organizational..., Employee Benefits, Personnel Management, Onboarding, College Recruiting, Employee Relations, Compensation & Benefits..., HRIS, Deferred Compensation, Human Resources, Succession Planning, Benefits Administration, Job Descriptions, Recruiting, Talent Management
Education
The George Washington University 2001 — 2005
BBA
Phillips Academy Andover 1997 — 2001
David Khtikian's Wellington Management Experience May 2013 - Present
Job Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
The Boston Company April 2008 - May 2013
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Asset Management, Valuation, Bloomberg, Fixed Income, Hedge Funds
Education
University of Virginia Darden School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Tufts University 1994 — 1998
Bachelor of Science (BS), Mechanical Engineering
Wellington Management May 2013 - Present
The Boston Company April 2008 - May 2013
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Asset Management, Valuation, Bloomberg, Fixed Income, Hedge Funds
Education
University of Virginia Darden School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Tufts University 1994 — 1998
Bachelor of Science (BS), Mechanical Engineering
Gordon Madding's Wellington Management Experience May 2010 - Present
Job Lead Systems Analyst
Industry Financial Services
Experience
Wellington Management May 2010 - Present
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Wellington Management May 2010 - Present
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Peter Klautky's Wellington Management Experience June 2000 - Present
Job Lead Systems Engineer at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2000 - Present
State Street January 1997 - June 2000
MassMutual Financial Group January 1991 - December 1996
Skills
Disaster Recovery, Weblogic, Tomcat, Unix, Unix Shell Scripting, Perl, Jython, Apache, iPlanet Web Server, Load Balancing, IIS, Microsoft Office..., Red Hat Linux, ATG Dynamo, F5 BigIP, WLST, Java, DataFlux, Compuware Vantage, Agile Methodologies, System Architecture
Education
Tufts University 1986 — 1990
BSME, Mechanical Engineering
Wellington Management June 2000 - Present
State Street January 1997 - June 2000
MassMutual Financial Group January 1991 - December 1996
Skills
Disaster Recovery, Weblogic, Tomcat, Unix, Unix Shell Scripting, Perl, Jython, Apache, iPlanet Web Server, Load Balancing, IIS, Microsoft Office..., Red Hat Linux, ATG Dynamo, F5 BigIP, WLST, Java, DataFlux, Compuware Vantage, Agile Methodologies, System Architecture
Education
Tufts University 1986 — 1990
BSME, Mechanical Engineering
Bianca Brown's Wellington Management Experience August 2011 - October 2012
Job Institutional Equity Sales at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. October 2012 - Present
Wellington Management August 2011 - October 2012
Wellington Management August 2008 - October 2012
Skills
Series 7, Series 63
Education
Trinity University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
Canaccord Genuity Inc. October 2012 - Present
Wellington Management August 2011 - October 2012
Wellington Management August 2008 - October 2012
Skills
Series 7, Series 63
Education
Trinity University 2004 — 2008
Bachelor of Science (B.S.), Finance and Marketing
Fengping Gan's Wellington Management Experience June 2012 - August 2012
Job Intern at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2012 - August 2012
Dodge & Cox Investment Case Competition October 2011 - November 2011
University of Chicago Booth School of Business November 2009 - October 2011
Wanger Investment Management June 2011 - September 2011
Distant Village Packaging March 2011 - June 2011
Bain & Company Consulting Case Competition April 2011 - April 2011
campusCATALYST September 2010 - December 2010
Bank of China February 2009 - August 2009
Skills
Valuation, R, Stata, Mandarin, Data Analysis, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
University of Chicago 2009 — 2013
BA, Economics
National Junior College 2007 — 2008
GCE A-Level, Mathematics, Advanced Mathematics, Physics, Chemistry, Biology, Economics, General Paper
Wellington Management June 2012 - August 2012
Dodge & Cox Investment Case Competition October 2011 - November 2011
University of Chicago Booth School of Business November 2009 - October 2011
Wanger Investment Management June 2011 - September 2011
Distant Village Packaging March 2011 - June 2011
Bain & Company Consulting Case Competition April 2011 - April 2011
campusCATALYST September 2010 - December 2010
Bank of China February 2009 - August 2009
Skills
Valuation, R, Stata, Mandarin, Data Analysis, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
University of Chicago 2009 — 2013
BA, Economics
National Junior College 2007 — 2008
GCE A-Level, Mathematics, Advanced Mathematics, Physics, Chemistry, Biology, Economics, General Paper
Kate Leahy's Wellington Management Experience January 2015 - Present
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Wellington Management August 2013 - January 2015
Ned Davis Research, Inc. January 2012 - August 2013
Ned Davis Research, Inc. August 2009 - December 2011
BzzAgent May 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Trinity College-Hartford 2005 — 2009
BA, Economics, Spanish
Weston High School 2001 — 2005
Wellington Management January 2015 - Present
Wellington Management August 2013 - January 2015
Ned Davis Research, Inc. January 2012 - August 2013
Ned Davis Research, Inc. August 2009 - December 2011
BzzAgent May 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Trinity College-Hartford 2005 — 2009
BA, Economics, Spanish
Weston High School 2001 — 2005
Christopher Martin, CFA's Wellington Management Experience October 2005 - December 2009
Job Equity Research Analyst at Copper Rock Capital Partners
Industry Investment Management
Experience
Copper Rock Capital Partners April 2010 - Present
Wellington Management October 2005 - December 2009
Credit Suisse September 2003 - October 2005
Fidelity Investments September 2000 - August 2003
Citigroup/Associates First Capital 1997 - 2000
Education
Texas A&M University 1993 — 1997
B.B.A., Finance
Copper Rock Capital Partners April 2010 - Present
Wellington Management October 2005 - December 2009
Credit Suisse September 2003 - October 2005
Fidelity Investments September 2000 - August 2003
Citigroup/Associates First Capital 1997 - 2000
Education
Texas A&M University 1993 — 1997
B.B.A., Finance
Michael Carmen's Wellington Management Experience April 1999 - Present
Job Equity Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Jeffrey Springer's Wellington Management Experience January 1999 - June 2006
Job Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO July 2007 - Present
Commonfund July 2006 - July 2007
Wellington Management January 1999 - June 2006
Skills
Public Speaking, Investments, Strategic Planning, Asset Management, Portfolio Management, Equities, Fixed Income, Marketing, Alternative Investments, Hedge Funds, Risk Management, Mutual Funds, Bloomberg, Asset Allocation, Social Media, Management, Investment Management, Valuation, Leadership, Nonprofits
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1985 — 1990
Bachelor of Arts (BA), Economics
PIMCO July 2007 - Present
Commonfund July 2006 - July 2007
Wellington Management January 1999 - June 2006
Skills
Public Speaking, Investments, Strategic Planning, Asset Management, Portfolio Management, Equities, Fixed Income, Marketing, Alternative Investments, Hedge Funds, Risk Management, Mutual Funds, Bloomberg, Asset Allocation, Social Media, Management, Investment Management, Valuation, Leadership, Nonprofits
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1985 — 1990
Bachelor of Arts (BA), Economics
Anna Varvak's Wellington Management Experience June 2004 - Present
Job Lead Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2004 - Present
Putnam Investments July 2000 - September 2003
BARRA October 1998 - June 2000
Leading Market Technologies May 1995 - October 1998
Skills
Fixed Income, Risk Management, Derivatives, Quantitative Analytics, Structured Products, Software Project..., Business Analysis, SDLC, PL/SQL, Intex, Barclays Point
Education
Tufts University 1994 — 1996
Master’s Degree, Economics
Kiev State University 1989 — 1993
Bachelor’s Degree, Mathematics
Wellington Management June 2004 - Present
Putnam Investments July 2000 - September 2003
BARRA October 1998 - June 2000
Leading Market Technologies May 1995 - October 1998
Skills
Fixed Income, Risk Management, Derivatives, Quantitative Analytics, Structured Products, Software Project..., Business Analysis, SDLC, PL/SQL, Intex, Barclays Point
Education
Tufts University 1994 — 1996
Master’s Degree, Economics
Kiev State University 1989 — 1993
Bachelor’s Degree, Mathematics
Amy Wilder Bearden's Wellington Management Experience 1999 - 2009
Job Client Service Manager at ZWJ Investment Counsel
Industry Investment Management
Experience
ZWJ Investment Counsel March 2015 - Present
ZWJ Investment Counsel January 2009 - February 2015
Wellington Management 1999 - 2009
Muscular Dystrophy Association 1996 - 1999
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
ZWJ Investment Counsel March 2015 - Present
ZWJ Investment Counsel January 2009 - February 2015
Wellington Management 1999 - 2009
Muscular Dystrophy Association 1996 - 1999
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Greg Johnsen's Wellington Management Experience April 2001 - December 2011
Job Director, Institutional Portfolio Manager at Parametric
Industry Investment Management
Experience
Parametric February 2012 - Present
Wellington Management April 2001 - December 2011
American Century Investments 1997 - 2001
DiMeo Schneider & Associates 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Investment Management, Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1985
BS, Economics
Parametric February 2012 - Present
Wellington Management April 2001 - December 2011
American Century Investments 1997 - 2001
DiMeo Schneider & Associates 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Investment Management, Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1985
BS, Economics
Emily Huang's Wellington Management Experience February 2010 - January 2013
Job Director of Software Development
Industry Information Technology and Services
Experience
Escher Group August 2015 - Present
Alere Accountable Care Solutions May 2013 - October 2014
Wellington Management February 2010 - January 2013
Chicago Board Options Exchange June 2001 - January 2010
Skills
Agile Methodologies, SOA, SQL, SDLC, Spring, Unix, Web Services, Java, Java Enterprise Edition, Enterprise Architecture, Distributed Systems, Requirements Analysis, JMS, Hibernate, Scrum, Struts, Tomcat, UML, WebLogic, Weblogic
Education
University of Iowa 1996 — 1997
MS, Electrical and Computer Engineering
Tsinghua University 1990 — 1995
Bachelor's degree, Automatic Control
Escher Group August 2015 - Present
Alere Accountable Care Solutions May 2013 - October 2014
Wellington Management February 2010 - January 2013
Chicago Board Options Exchange June 2001 - January 2010
Skills
Agile Methodologies, SOA, SQL, SDLC, Spring, Unix, Web Services, Java, Java Enterprise Edition, Enterprise Architecture, Distributed Systems, Requirements Analysis, JMS, Hibernate, Scrum, Struts, Tomcat, UML, WebLogic, Weblogic
Education
University of Iowa 1996 — 1997
MS, Electrical and Computer Engineering
Tsinghua University 1990 — 1995
Bachelor's degree, Automatic Control
Carmine Taglione's Wellington Management Experience November 2014 - Present
Job Vice President, Account Manager
Industry Investment Management
Experience
Wellington Management November 2014 - Present
Wellington Management October 2012 - October 2014
Sirios Capital Management July 2009 - September 2012
Morgan Stanley 2007 - 2009
Morgan Stanley March 2005 - February 2007
Education
Union College 2000 — 2004
B.A., Economics
Wellington Management November 2014 - Present
Wellington Management October 2012 - October 2014
Sirios Capital Management July 2009 - September 2012
Morgan Stanley 2007 - 2009
Morgan Stanley March 2005 - February 2007
Education
Union College 2000 — 2004
B.A., Economics
Veronica Velasquez's Wellington Management Experience November 2014 - Present
Job CPC Invest Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2014 - Present
Educational Testing Service (ETS) June 2013 - August 2013
Compañia Profesionales de Bolsa November 2010 - July 2012
RSA Group March 2009 - March 2010
Genesis Gestion de Fondos de Inversion January 2008 - June 2008
Skills
Sales, Marketing Strategy, Strategic Data Analysis, Team Leadership, Project Management, Financial Analysis, Financial Modeling, Business Development
Education
Darden Business School 2012 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Universidad de Los Andes 2004 — 2009
Bachelor of Business Administration (B.B.A.), Administración
Wellington Management November 2014 - Present
Educational Testing Service (ETS) June 2013 - August 2013
Compañia Profesionales de Bolsa November 2010 - July 2012
RSA Group March 2009 - March 2010
Genesis Gestion de Fondos de Inversion January 2008 - June 2008
Skills
Sales, Marketing Strategy, Strategic Data Analysis, Team Leadership, Project Management, Financial Analysis, Financial Modeling, Business Development
Education
Darden Business School 2012 — 2014
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Universidad de Los Andes 2004 — 2009
Bachelor of Business Administration (B.B.A.), Administración
Alvaro Llavero Muñoz's Wellington Management Experience August 2014 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2014 - Present
Wellington Management June 2013 - September 2013
Europraxis Consulting June 2011 - July 2012
Europraxis Consulting November 2010 - June 2011
PwC September 2008 - November 2010
Accenture April 2008 - September 2008
Prointec October 2007 - January 2008
Skills
Equities, Equity Research, Equity Valuation, Financial Modeling, Business Planning, Due Diligence, Energy, Management Consulting, Telecommunications, Business Strategy, Strategic Consulting, Valuation, Strategy, Financial Analysis, Renewable Energy, Market Analysis, Business Valuation, Investments, DCF, Asset Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Universidad Politécnica de Madrid 2001 — 2007
Master of Civil Engineering, Energy and Hydraulic
Wellington Management August 2014 - Present
Wellington Management June 2013 - September 2013
Europraxis Consulting June 2011 - July 2012
Europraxis Consulting November 2010 - June 2011
PwC September 2008 - November 2010
Accenture April 2008 - September 2008
Prointec October 2007 - January 2008
Skills
Equities, Equity Research, Equity Valuation, Financial Modeling, Business Planning, Due Diligence, Energy, Management Consulting, Telecommunications, Business Strategy, Strategic Consulting, Valuation, Strategy, Financial Analysis, Renewable Energy, Market Analysis, Business Valuation, Investments, DCF, Asset Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Universidad Politécnica de Madrid 2001 — 2007
Master of Civil Engineering, Energy and Hydraulic
Thomas Coleman's Wellington Management Experience November 2002 - March 2015
Job Fixed Income Investment Specialist
Industry Investment Management
Experience
Standard Life Investments April 2015 - Present
Wellington Management November 2002 - March 2015
State Street Research 1996 - 2002
Skills
Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Equities, Investment Management, Bloomberg, Investments, Portfolio Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Syracuse University 1983 — 1987
BS, Finance
Standard Life Investments April 2015 - Present
Wellington Management November 2002 - March 2015
State Street Research 1996 - 2002
Skills
Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Equities, Investment Management, Bloomberg, Investments, Portfolio Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Syracuse University 1983 — 1987
BS, Finance
James Mathenge's Wellington Management Experience September 2013 - Present
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2013 - Present
Wellington Management July 2012 - September 2013
J.P. Morgan June 2010 - August 2010
Education
Williams College 2008 — 2012
BA
CFA Institute
London School of Economics and Political Science 2010 — 2011
General Course
Alliance High School 2003 — 2006
Kenya Certificate of Secondary Education
Wellington Management September 2013 - Present
Wellington Management July 2012 - September 2013
J.P. Morgan June 2010 - August 2010
Education
Williams College 2008 — 2012
BA
CFA Institute
London School of Economics and Political Science 2010 — 2011
General Course
Alliance High School 2003 — 2006
Kenya Certificate of Secondary Education
Cj Mulcahy's Wellington Management Experience April 2012 - Present
Job Solutions Center Analyst at Wellington Management
Industry
Experience
Wellington Management April 2012 - Present
Education
The New England Institute of Art 2005 — 2008
Audio and media Technoligies, Audiovisual Communications Technologies/Technicians, 3.0
Wellington Management April 2012 - Present
Education
The New England Institute of Art 2005 — 2008
Audio and media Technoligies, Audiovisual Communications Technologies/Technicians, 3.0
Matthew Marra's Wellington Management Experience September 2015 - Present
Job Investment Director at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2015 - Present
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Portfolio Management, Presentations, Talent Management, Financial Modeling, Valuation
Education
Trinity College-Hartford 1991 — 1995
Hackley School
Wellington Management September 2015 - Present
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Portfolio Management, Presentations, Talent Management, Financial Modeling, Valuation
Education
Trinity College-Hartford 1991 — 1995
Hackley School
Will Foley's Wellington Management Experience 2007 - Present
Job Equity Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Pamela Totas's Wellington Management Experience 2003 - 2004
Job Technical Communications Professional
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts March 2014 - Present
Thomson Reuters 2004 - 2012
Wellington Management 2003 - 2004
Fidelity Investments 1996 - 2003
DST Systems 1994 - 1996
Logica 1993 - 1994
Effix Systemes 1992 - 1993
Skills
SnagIt, Manuals, SharePoint, Software Documentation, Editing, Technical Writing, Agile Methodologies, Quality Assurance, Training, Management, Documentation, Business Analysis, Content Management, Visio
Education
American University of Paris
University of Massachusetts, Amherst
Commonwealth of Massachusetts March 2014 - Present
Thomson Reuters 2004 - 2012
Wellington Management 2003 - 2004
Fidelity Investments 1996 - 2003
DST Systems 1994 - 1996
Logica 1993 - 1994
Effix Systemes 1992 - 1993
Skills
SnagIt, Manuals, SharePoint, Software Documentation, Editing, Technical Writing, Agile Methodologies, Quality Assurance, Training, Management, Documentation, Business Analysis, Content Management, Visio
Education
American University of Paris
University of Massachusetts, Amherst
Cherno Jallow's Wellington Management Experience November 2014 - Present
Job Compute/Data intensive, reactive systems
Industry Computer Software
Experience
Wellington Management November 2014 - Present
Alere Accountable Care Solutions January 2014 - Present
Monsanto June 2006 - November 2013
Skills
Bioinformatics, LIMS, Validation, Spring, Agile Methodologies, Hibernate, Java, Technology Transfer, SDLC
Education
Truman State University 2002 — 2006
Bachelor of Science (BSc), Mathematics and Computer Science
Wellington Management November 2014 - Present
Alere Accountable Care Solutions January 2014 - Present
Monsanto June 2006 - November 2013
Skills
Bioinformatics, LIMS, Validation, Spring, Agile Methodologies, Hibernate, Java, Technology Transfer, SDLC
Education
Truman State University 2002 — 2006
Bachelor of Science (BSc), Mathematics and Computer Science
Mark Kreuzer's Wellington Management Experience June 2006 - Present
Job Platform Architect at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2006 - Present
Bank of America December 2001 - April 2006
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (BS), Mathematics and Computer Science
Wellington Management June 2006 - Present
Bank of America December 2001 - April 2006
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (BS), Mathematics and Computer Science
Jim Klocek's Wellington Management Experience cid:3C8071C6-0187-40D9-A362-026F0EC0AE84Foreign Exchange Portfolio AnalystWellington ManagementJuly 2008 - April 2010
Job Foreign Exchange Trader at Wellington Management
Industry Investment Management
Experience
Wellington Management cid:3C8071C6-0187-40D9-A362-026F0EC0AE84Foreign Exchange Portfolio AnalystWellington ManagementJuly 2008 - April 2010
State Street Global Advisors November 2003 - July 2008
State Street Global Advisors September 2001 - November 2003
Skills
Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Asset Management, Foreign Exchange, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Wellington Management cid:3C8071C6-0187-40D9-A362-026F0EC0AE84Foreign Exchange Portfolio AnalystWellington ManagementJuly 2008 - April 2010
State Street Global Advisors November 2003 - July 2008
State Street Global Advisors September 2001 - November 2003
Skills
Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Asset Management, Foreign Exchange, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
David Lannon's Wellington Management Experience June 2011 - Present
Job Manager Vice President at a Financial Services Co
Industry Financial Services
Experience
Wellington Management June 2011 - Present
Fidelity Investments September 2010 - June 2011
Fidelity Investments May 2007 - September 2010
Skills
Vice President..., President Awards, Global IT Operations, Management, Enterprise Network, Enterprise Voice, Trading Systems, Enterprise Network..., Market Data, Engineering, Security Operations, Wireless Networking, Network Monitoring Tools, Network Traffic Analysis, System Monitoring, Information Security, Call Centers, Vendor Management, CCNP, MSCE, Matrix Management, CNE, Series 7-Lite, IPC, Cisco Technologies, Internet Security, Data Center, Disaster Recovery, Firewalls, Sourcefire, Bloomberg, PaloAlto, Reuters, AV, Investors, Netscaler, Juniper, PRTG, ODC, DAS, ITIL, FIX, Amazon Web Services..., Data Transport, Desktop Application..., Back Office, Avaya, Exadata, Contract Negotiation, Department Budgeting
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Trinity College Dublin
Wellington Management June 2011 - Present
Fidelity Investments September 2010 - June 2011
Fidelity Investments May 2007 - September 2010
Skills
Vice President..., President Awards, Global IT Operations, Management, Enterprise Network, Enterprise Voice, Trading Systems, Enterprise Network..., Market Data, Engineering, Security Operations, Wireless Networking, Network Monitoring Tools, Network Traffic Analysis, System Monitoring, Information Security, Call Centers, Vendor Management, CCNP, MSCE, Matrix Management, CNE, Series 7-Lite, IPC, Cisco Technologies, Internet Security, Data Center, Disaster Recovery, Firewalls, Sourcefire, Bloomberg, PaloAlto, Reuters, AV, Investors, Netscaler, Juniper, PRTG, ODC, DAS, ITIL, FIX, Amazon Web Services..., Data Transport, Desktop Application..., Back Office, Avaya, Exadata, Contract Negotiation, Department Budgeting
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Trinity College Dublin
Joseph Maloney's Wellington Management Experience June 2010 - Present
Job NOC and Operations Director at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2010 - Present
Skills
Management, Business Strategy, Customer Service, Business Process..., Incident Management, Operations Management, System Monitoring, Disaster Recovery, Change Management, Desktop Support..., Help Desk Management, Server Management, Offshore Operations, Cloud Support Strategy
Education
The Johns Hopkins University
Electrical Engineering
Wellington Management June 2010 - Present
Skills
Management, Business Strategy, Customer Service, Business Process..., Incident Management, Operations Management, System Monitoring, Disaster Recovery, Change Management, Desktop Support..., Help Desk Management, Server Management, Offshore Operations, Cloud Support Strategy
Education
The Johns Hopkins University
Electrical Engineering
Matt Goldin's Wellington Management Experience Branch ChiefU.S. Securities and Exchange Commission2007 - 2011
Job VP & Counsel
Industry Investment Management
Experience
Wellington Management Branch ChiefU.S. Securities and Exchange Commission2007 - 2011
Sullivan & Cromwell LLP 2006 - 2007
American University in Cairo 2006 - 2006
Davis Polk & Wardwell LLP 2002 - 2006
Education
Yale Law School
Juris Doctor (J.D.)
University of Cambridge
Master of Philosophy (M.Phil.) (UK)
Yale University
Bachelor’s Degree
Wellington Management Branch ChiefU.S. Securities and Exchange Commission2007 - 2011
Sullivan & Cromwell LLP 2006 - 2007
American University in Cairo 2006 - 2006
Davis Polk & Wardwell LLP 2002 - 2006
Education
Yale Law School
Juris Doctor (J.D.)
University of Cambridge
Master of Philosophy (M.Phil.) (UK)
Yale University
Bachelor’s Degree
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC