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
Tarun Boyella Tarun Boyella's Wellington Management Experience September 2008 - March 2009
Job Principal Support Engineer at Oracle
Industry Information Technology and Services
Experience
Oracle September 2011 - Present
Oracle Corporation March 2009 - August 2011
Cognizant Technology Solutions September 2008 - March 2009
Wellington Management September 2008 - March 2009
Symantec January 2008 - September 2008
Washington Mutual June 2007 - January 2008
Wipro Technologies June 2007 - January 2008
BEA Systems April 2007 - June 2007
Verizon Data Services December 2004 - January 2007
Navayuga Infotech Pvt. Ltd. August 2002 - November 2004
Skills
Weblogic, Unix, Solaris, Java Enterprise Edition, Tomcat, Cloud Computing, Red Hat Linux, Oracle, Exalogic, Testing, High Availability, Requirements Analysis, Apache, PL/SQL, Websphere, Application Servers, SDLC, Middleware
Education
University of Madras 1998 — 2002
Bachelor of Engineering (BE), Electronics & Communications
Oracle September 2011 - Present
Oracle Corporation March 2009 - August 2011
Cognizant Technology Solutions September 2008 - March 2009
Wellington Management September 2008 - March 2009
Symantec January 2008 - September 2008
Washington Mutual June 2007 - January 2008
Wipro Technologies June 2007 - January 2008
BEA Systems April 2007 - June 2007
Verizon Data Services December 2004 - January 2007
Navayuga Infotech Pvt. Ltd. August 2002 - November 2004
Skills
Weblogic, Unix, Solaris, Java Enterprise Edition, Tomcat, Cloud Computing, Red Hat Linux, Oracle, Exalogic, Testing, High Availability, Requirements Analysis, Apache, PL/SQL, Websphere, Application Servers, SDLC, Middleware
Education
University of Madras 1998 — 2002
Bachelor of Engineering (BE), Electronics & Communications
Shashikant Patil Shashikant Patil's Wellington Management Experience 2006 - 2007
Job Software Development Manager at eClinicalWorks
Industry Information Technology and Services
Experience
eClinicalWorks May 2015 - Present
eClinicalWorks March 2010 - April 2015
PNC Global Investment Servicing October 2007 - December 2009
Wellington Management 2006 - 2007
Citigroup 2004 - 2006
Avenues February 2002 - February 2004
Avenues India Pvt. Ltd. 2002 - 2004
Webresource India Pvt. Ltd. January 2001 - February 2002
Skills
SDLC, SQL, Oracle, Software Project..., Requirements Analysis, Microsoft SQL Server, Leadership, Data Warehousing, Database Design, Java, Java Enterprise Edition, Agile Methodologies, SOA, XML, Web Services
Education
Boston University 2011 — 2013
MS, Computer Information Systems
Mumbai University 1996 — 1999
Bachelor, Commerce
eClinicalWorks May 2015 - Present
eClinicalWorks March 2010 - April 2015
PNC Global Investment Servicing October 2007 - December 2009
Wellington Management 2006 - 2007
Citigroup 2004 - 2006
Avenues February 2002 - February 2004
Avenues India Pvt. Ltd. 2002 - 2004
Webresource India Pvt. Ltd. January 2001 - February 2002
Skills
SDLC, SQL, Oracle, Software Project..., Requirements Analysis, Microsoft SQL Server, Leadership, Data Warehousing, Database Design, Java, Java Enterprise Edition, Agile Methodologies, SOA, XML, Web Services
Education
Boston University 2011 — 2013
MS, Computer Information Systems
Mumbai University 1996 — 1999
Bachelor, Commerce
Sarah O'Brien Sarah O'Brien's Wellington Management Experience April 2007 - May 2008
Job People Manager at Livongo Health
Industry Consumer Electronics
Experience
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Deepti Patel Deepti Patel's Wellington Management Experience May 2004 - May 2006
Job Senior Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Flor Valencia Flor Valencia's Wellington Management Experience August 2010 - February 2011
Job Technician at City of Boston
Industry Government Administration
Experience
City of Boston March 2011 - Present
Wellington Management August 2010 - February 2011
MGH Emergency Deptartment June 2010 - September 2010
Saint Francis House Clinic June 2009 - August 2009
PCX Urban Attire September 2006 - September 2008
Skills
Troubleshooting, Microsoft Office, Windows 7, Computer Hardware, Customer Service, Technical Support, Microsoft Excel, Active Directory, PowerPoint, Microsoft Word, Research, Access, Windows, Software Documentation, Leadership, Printers, XP, Hardware, Operating Systems, Windows XP
Education
University of Massachusetts Boston 2014 — 2017
Bachelor's Degree, Information Technology
Bunker Hill Community College 2011 — 2014
Associate's Degree, Information Technology, 3.343
Year Up Graduate 2010 — 2011
Cisco Network Academy
Boston Career Institute
City of Boston March 2011 - Present
Wellington Management August 2010 - February 2011
MGH Emergency Deptartment June 2010 - September 2010
Saint Francis House Clinic June 2009 - August 2009
PCX Urban Attire September 2006 - September 2008
Skills
Troubleshooting, Microsoft Office, Windows 7, Computer Hardware, Customer Service, Technical Support, Microsoft Excel, Active Directory, PowerPoint, Microsoft Word, Research, Access, Windows, Software Documentation, Leadership, Printers, XP, Hardware, Operating Systems, Windows XP
Education
University of Massachusetts Boston 2014 — 2017
Bachelor's Degree, Information Technology
Bunker Hill Community College 2011 — 2014
Associate's Degree, Information Technology, 3.343
Year Up Graduate 2010 — 2011
Cisco Network Academy
Boston Career Institute
Amelia Fyler Amelia Fyler's Wellington Management Experience May 2011 - August 2011
Job Coordinator
Industry Human Resources
Experience
Boston Park Plaza March 2014 - May 2015
Verisk Health March 2012 - March 2014
University of New Hampshire August 2011 - December 2011
Wellington Management May 2011 - August 2011
The Paper Store March 2009 - June 2011
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Time Management, Teamwork, Microsoft Office, Administration, Social Media, Retail, Microsoft Excel, Office Management, Telephone Skills, iSymphony, WebEx, Concur, HIPAA, Opera
Education
University of New Hampshire
Boston Park Plaza March 2014 - May 2015
Verisk Health March 2012 - March 2014
University of New Hampshire August 2011 - December 2011
Wellington Management May 2011 - August 2011
The Paper Store March 2009 - June 2011
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Time Management, Teamwork, Microsoft Office, Administration, Social Media, Retail, Microsoft Excel, Office Management, Telephone Skills, iSymphony, WebEx, Concur, HIPAA, Opera
Education
University of New Hampshire
Bethany Buffon Bethany Buffon's Wellington Management Experience July 2015 - Present
Job Security Consultant at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Granite Telecommunications June 2015 - July 2015
Lightower Fiber Networks December 2013 - December 2014
Apex Systems September 2013 - November 2013
BlackRock May 2013 - June 2013
Good Start Genetics September 2012 - February 2013
Cognizant Technology Solutions January 2012 - September 2012
CIGNA May 2011 - August 2011
Electric Boat May 2010 - August 2010
Skills
Data Center, Networking, Information Technology, Unix, Linux, Security, Vendor Management, Telecommunications..., Account Auditing, Telecommunication..., Data Analysis, Telecom Expense..., Information Systems, Invoice Analysis, Billing Dispute..., SAP Business Objects, Microsoft Dynamics CRM, Change Management, Information Security, OSPF, RIP, VLAN, Cisco IOS, EIGRP, Java, Network Administration, Network Engineering, Technical Documentation, Penetration Testing, Microsoft Office
Education
The University of Connecticut 2005 — 2011
Bachelor of Science (B.S.), Computer Science
Wellington Management July 2015 - Present
Granite Telecommunications June 2015 - July 2015
Lightower Fiber Networks December 2013 - December 2014
Apex Systems September 2013 - November 2013
BlackRock May 2013 - June 2013
Good Start Genetics September 2012 - February 2013
Cognizant Technology Solutions January 2012 - September 2012
CIGNA May 2011 - August 2011
Electric Boat May 2010 - August 2010
Skills
Data Center, Networking, Information Technology, Unix, Linux, Security, Vendor Management, Telecommunications..., Account Auditing, Telecommunication..., Data Analysis, Telecom Expense..., Information Systems, Invoice Analysis, Billing Dispute..., SAP Business Objects, Microsoft Dynamics CRM, Change Management, Information Security, OSPF, RIP, VLAN, Cisco IOS, EIGRP, Java, Network Administration, Network Engineering, Technical Documentation, Penetration Testing, Microsoft Office
Education
The University of Connecticut 2005 — 2011
Bachelor of Science (B.S.), Computer Science
Richard Gay's Wellington Management Experience 1996 - 2004
Job Chief Financial Officer at Bank of Easton
Industry Financial Services
Experience
Bank of Easton August 2013 - Present
Brookline Bank March 2013 - July 2013
Federal Home Loan Bank of Boston 2008 - 2012
State Street August 2007 - 2008
Investors Bank & Trust 2005 - 2007
Wellington Management 1996 - 2004
Tulip Polymerics Inc. 1992 - 1996
United Parcel Service 1985 - 1989
Skills
Accounting, Budgeting, Account Reconciliation, Financial Reporting, Staff Development, Staff Management, General Ledger, Payroll, Accounts Payable, Regulatory Reporting, Month End Close, Internal Reporting, Fixed Assets, Financial Statements, Consolidated Financial..., Year-end Close, Journal Entries, GAAP, Accruals, Consolidation, Financial Analysis, US GAAP, Internal Controls, Performance Reviews, Call Reporting, Variance Analysis, Sarbanes-Oxley, Budgets, Analysis, Compliance, Forecasting, interna;, Internal Financial..., Accounting Policies and..., Fund Accounting, Sarbanes-Oxley Act, Cash Management, Auditing, Corporate Finance
Education
University of Massachusetts Boston 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts Boston 1984 — 1989
BS
Bank of Easton August 2013 - Present
Brookline Bank March 2013 - July 2013
Federal Home Loan Bank of Boston 2008 - 2012
State Street August 2007 - 2008
Investors Bank & Trust 2005 - 2007
Wellington Management 1996 - 2004
Tulip Polymerics Inc. 1992 - 1996
United Parcel Service 1985 - 1989
Skills
Accounting, Budgeting, Account Reconciliation, Financial Reporting, Staff Development, Staff Management, General Ledger, Payroll, Accounts Payable, Regulatory Reporting, Month End Close, Internal Reporting, Fixed Assets, Financial Statements, Consolidated Financial..., Year-end Close, Journal Entries, GAAP, Accruals, Consolidation, Financial Analysis, US GAAP, Internal Controls, Performance Reviews, Call Reporting, Variance Analysis, Sarbanes-Oxley, Budgets, Analysis, Compliance, Forecasting, interna;, Internal Financial..., Accounting Policies and..., Fund Accounting, Sarbanes-Oxley Act, Cash Management, Auditing, Corporate Finance
Education
University of Massachusetts Boston 2008 — 2012
Master of Business Administration (MBA)
University of Massachusetts Boston 1984 — 1989
BS
Nicole Capone Nicole Capone's Wellington Management Experience December 2012 - May 2013
Job Senior Project Manager at Mullen
Industry Marketing and Advertising
Experience
Mullen March 2015 - Present
Mullen June 2014 - March 2015
Mullen May 2013 - June 2014
Wellington Management December 2012 - May 2013
Locke Ober July 2011 - October 2012
NECN June 2010 - December 2010
Skills
Enjoy Working with..., Customer Service, Team Management, Social Media Strategist, Brand Loyalty, Brand Developement, Event Planning, Website Promotion, Photojournalism, Strategic Public..., Creative Writing, News Writing, Oral & Written..., Close Attention to..., Motivated self-starter, Brand Development, Salesforce.com, Event Management, Advertising, Social Media Marketing
Education
University of New Hampshire 2006 — 2010
BA, Dual Major - Journalism, English
Peabody High School 2002 — 2006
High school diploma
Mullen March 2015 - Present
Mullen June 2014 - March 2015
Mullen May 2013 - June 2014
Wellington Management December 2012 - May 2013
Locke Ober July 2011 - October 2012
NECN June 2010 - December 2010
Skills
Enjoy Working with..., Customer Service, Team Management, Social Media Strategist, Brand Loyalty, Brand Developement, Event Planning, Website Promotion, Photojournalism, Strategic Public..., Creative Writing, News Writing, Oral & Written..., Close Attention to..., Motivated self-starter, Brand Development, Salesforce.com, Event Management, Advertising, Social Media Marketing
Education
University of New Hampshire 2006 — 2010
BA, Dual Major - Journalism, English
Peabody High School 2002 — 2006
High school diploma
Nicole Bisson Nicole Bisson's Wellington Management Experience July 2015 - Present
Job Investment Analytics and Communication Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
Fadi Freiha, CFA Fadi Freiha, CFA's Wellington Management Experience April 2014 - Present
Job Fixed Income Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2014 - Present
Skills
Compliance, Asset Management, Developing Client..., Trading Strategies, Financial Analysis, Public Speaking, Presentation Development, Webinars, Training Seminars, Financial Systems..., Gap Analysis, Project Implementation, Project Coordination, ERISA, 1940 Act, Financial Regulation, Microsoft Excel, Access, PowerPoint, Microsoft SQL Server, Asset Managment, Analysis, Financial Modeling, Investments, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2007 — 2008
Master of Business AdministrationGeneral MBA
University of Massachusetts at Lowell 1999 — 2003
BS
Wellington Management April 2014 - Present
Skills
Compliance, Asset Management, Developing Client..., Trading Strategies, Financial Analysis, Public Speaking, Presentation Development, Webinars, Training Seminars, Financial Systems..., Gap Analysis, Project Implementation, Project Coordination, ERISA, 1940 Act, Financial Regulation, Microsoft Excel, Access, PowerPoint, Microsoft SQL Server, Asset Managment, Analysis, Financial Modeling, Investments, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2007 — 2008
Master of Business AdministrationGeneral MBA
University of Massachusetts at Lowell 1999 — 2003
BS
Martha Flint Martha Flint's Wellington Management Experience December 2011 - February 2012
Job Administrative Assistant
Industry Biotechnology
Experience
Alkermes April 2015 - June 2015
ConforMIS, Inc. December 2014 - January 2015
EMD Millipore May 2014 - September 2014
Fresenius Medical Care March 2012 - May 2013
Wellington Management December 2011 - February 2012
Fidelity Investments February 2011 - August 2011
KeyPoint Partners, LLC November 2008 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Administrative..., Data Entry, Spreadsheets, Outlook, Time Management, Travel Arrangements, Invoicing, Calendaring, Research, Oracle
Education
University of Massachusetts Lowell 1991 — 1993
Associate's Degree, Computer and Information Systems Security/Information Assurance
Nepean High School, Ottawa, Ontario Canada 1978 — 1982
Grade 13
Alkermes April 2015 - June 2015
ConforMIS, Inc. December 2014 - January 2015
EMD Millipore May 2014 - September 2014
Fresenius Medical Care March 2012 - May 2013
Wellington Management December 2011 - February 2012
Fidelity Investments February 2011 - August 2011
KeyPoint Partners, LLC November 2008 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Administrative..., Data Entry, Spreadsheets, Outlook, Time Management, Travel Arrangements, Invoicing, Calendaring, Research, Oracle
Education
University of Massachusetts Lowell 1991 — 1993
Associate's Degree, Computer and Information Systems Security/Information Assurance
Nepean High School, Ottawa, Ontario Canada 1978 — 1982
Grade 13
John Nay John Nay's Wellington Management Experience June 2014 - Present
Job Lead Systems Analyst, Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Wellington Management December 2012 - Present
Wellington Management Company October 2007 - December 2012
Wellington Management Company July 2005 - October 2007
Keane, Inc March 1998 - July 2005
Warren Gorham & Lamont 1984 - 1998
Skills
Business Analysis, Process Improvement, Testing, Systems Analysis, Data Analysis, SDLC, Software Project..., Requirements Gathering, SQL, Visio, Requirements Analysis, Databases, Integration, Fixed Income, Vendor Management, portfolio accounting, Analysis, Financial Services, Portfolio Management
Education
University of New Hampshire 1979 — 1983
BA, History, Economics
Wellington Management June 2014 - Present
Wellington Management December 2012 - Present
Wellington Management Company October 2007 - December 2012
Wellington Management Company July 2005 - October 2007
Keane, Inc March 1998 - July 2005
Warren Gorham & Lamont 1984 - 1998
Skills
Business Analysis, Process Improvement, Testing, Systems Analysis, Data Analysis, SDLC, Software Project..., Requirements Gathering, SQL, Visio, Requirements Analysis, Databases, Integration, Fixed Income, Vendor Management, portfolio accounting, Analysis, Financial Services, Portfolio Management
Education
University of New Hampshire 1979 — 1983
BA, History, Economics
Frederick Runyon Frederick Runyon's Wellington Management Experience May 2003 - June 2011
Job Senior Designer, Project Manager, Team Leader
Industry Graphic Design
Experience
Self employed July 2011 - Present
Pioneer Investments September 2012 - January 2013
Wellington Management May 2003 - June 2011
Wellington Management August 1998 - May 2003
Scudder, Stevens, and Clark 1993 - 1998
Skills
Graphic Design, Corporate Identity, Creative Direction, Adobe Creative Suite, InDesign, Layout, Art Direction, Project Management, Design Collaboration, Brochures, Logo Design, Illustrator, Photoshop, Mac OS 10.7.5, Collateral, Marketing
Education
Massachusetts College of Art
University of New Hampshire
BS
Self employed July 2011 - Present
Pioneer Investments September 2012 - January 2013
Wellington Management May 2003 - June 2011
Wellington Management August 1998 - May 2003
Scudder, Stevens, and Clark 1993 - 1998
Skills
Graphic Design, Corporate Identity, Creative Direction, Adobe Creative Suite, InDesign, Layout, Art Direction, Project Management, Design Collaboration, Brochures, Logo Design, Illustrator, Photoshop, Mac OS 10.7.5, Collateral, Marketing
Education
Massachusetts College of Art
University of New Hampshire
BS
Ly Nichols Ly Nichols's Wellington Management Experience October 2010 - Present
Job Derivatives Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Wellington Management October 2010 - Present
OppenheimerFunds December 2007 - August 2010
OppenheimerFunds August 2006 - November 2007
OppenheimerFunds March 2006 - July 2006
OppenheimerFunds June 2005 - February 2006
Merrill Lynch February 2003 - June 2005
Education
University of Colorado Denver 2000 — 2005
Finance
Bob Jarchow's Wellington Management Experience January 2012 - Present
Job Vice President; Equity Portfolio Coordinator at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2012 - Present
Wellington Management December 2008 - January 2012
Wellington Management November 2002 - December 2008
State Street June 1999 - November 2002
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS)
North Attleboro High School 1992 — 1995
Diploma
Wellington Management January 2012 - Present
Wellington Management December 2008 - January 2012
Wellington Management November 2002 - December 2008
State Street June 1999 - November 2002
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS)
North Attleboro High School 1992 — 1995
Diploma
Daniel Fugiel Daniel Fugiel's Wellington Management Experience October 2001 - December 2005
Job Deutsche Bank Prime Brokerage
Industry Financial Services
Experience
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
Lauren Weisberg's Wellington Management Experience May 2011 - January 2013
Job Receptionist
Industry Financial Services
Experience
Bracebridge Capital, LLC January 2013 - Present
Wellington Management May 2011 - January 2013
Epic Media Group February 2010 - April 2011
John Hancock Annuities September 2007 - December 2009
John Hancock Life Insurance Company (U.S.A.) September 2007 - March 2008
Burlington Medical Associates June 2000 - July 2007
CSTV/Atlantic September 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst
Bachelor of Science, Sports Management
Bracebridge Capital, LLC January 2013 - Present
Wellington Management May 2011 - January 2013
Epic Media Group February 2010 - April 2011
John Hancock Annuities September 2007 - December 2009
John Hancock Life Insurance Company (U.S.A.) September 2007 - March 2008
Burlington Medical Associates June 2000 - July 2007
CSTV/Atlantic September 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst
Bachelor of Science, Sports Management
Jeff Ash Jeff Ash's Wellington Management Experience
Job intl trader at Wellington Management
Industry Investment Management
Experience
Wellington Management
Skills
Bloomberg, Equities, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, Trading, Equity Research
Education
University of Denver 1988 — 1992
Bachelor's degree, Finance, General
Wellington Management
Skills
Bloomberg, Equities, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, Trading, Equity Research
Education
University of Denver 1988 — 1992
Bachelor's degree, Finance, General
Ganesh Dabholkar Ganesh Dabholkar's Wellington Management Experience May 2013 - Present
Job Sharepoint Architecture, mobile mdm at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Monster August 2010 - Present
Monster August 2010 - April 2013
The Hanover Insurance Group June 2009 - July 2010
Worcester Polytechnic Institute August 2008 - June 2009
Larsen & Toubro Infotech July 2006 - August 2008
CGI August 2005 - March 2006
Skills
Visio, SQL Server, HTML, JavaScript, Access, SharePoint, SSAS, SSRS, PowerPivot
Education
Worcester Polytechnic Institute 2008 — 2009
MS-IT, MIS
Welingkar Institute of Management 2007 — 2008
DBM, Business Management
University of Mumbai 2002 — 2006
BE, Computer Science
Wellington Management May 2013 - Present
Monster August 2010 - Present
Monster August 2010 - April 2013
The Hanover Insurance Group June 2009 - July 2010
Worcester Polytechnic Institute August 2008 - June 2009
Larsen & Toubro Infotech July 2006 - August 2008
CGI August 2005 - March 2006
Skills
Visio, SQL Server, HTML, JavaScript, Access, SharePoint, SSAS, SSRS, PowerPivot
Education
Worcester Polytechnic Institute 2008 — 2009
MS-IT, MIS
Welingkar Institute of Management 2007 — 2008
DBM, Business Management
University of Mumbai 2002 — 2006
BE, Computer Science
Lisa Nash, CSM Lisa Nash, CSM's Wellington Management Experience 2006 - 2007
Job Agile Coach
Industry Computer Software
Experience
Guidance Technology, Inc. at Boston College June 2015 - June 2015
Leaf Holdings (Acquired by Heartland Payment Systems) 2014 - 2015
Guidance Technology at CRICO 2013 - 2014
EMC 2012 - 2013
Health Care For All 2007 - 2013
Health Care For All 2007 - 2013
TriCore Solutions 2011 - 2012
Cengage Learning 2010 - 2011
Resolve Technology 2007 - 2008
Wellington Management 2006 - 2007
Skills
Consulting, Vendor Management, Software Project..., Agile Methodologies, Data Integration, Process Improvement, Software Implementation..., Start-ups, Business Intelligence, Agile Project Management, Distributed Teams, Strategic Planning, Scrum, Agile Leadership, Team Mentoring, Project Manager..., Requirements Analysis, Coaching, Quality Assurance, Microsoft SQL Server, SQL, Business Analysis, Project Management, Certified Scrum Master..., Product Management, Management, E-commerce, Enterprise Software, Strategy, Cross-functional Team..., Salesforce.com, Pre-sales, Data Warehousing, SharePoint, Oracle, Software Development, Leadership, MS Project, Outsourcing, Team Management, Analysis, Team Leadership, Change Management, Enterprise Architecture, SaaS, PMO, Integration, IT Strategy, Test Driven Development, SDLC
Education
Innovation Games®
Certified Yellow Belt Collaboration Architect
CSM, Certified Scrum Master - Scrum Alliance
University of Massachusetts Boston
BS, Computer Science & Psychology
Guidance Technology, Inc. at Boston College June 2015 - June 2015
Leaf Holdings (Acquired by Heartland Payment Systems) 2014 - 2015
Guidance Technology at CRICO 2013 - 2014
EMC 2012 - 2013
Health Care For All 2007 - 2013
Health Care For All 2007 - 2013
TriCore Solutions 2011 - 2012
Cengage Learning 2010 - 2011
Resolve Technology 2007 - 2008
Wellington Management 2006 - 2007
Skills
Consulting, Vendor Management, Software Project..., Agile Methodologies, Data Integration, Process Improvement, Software Implementation..., Start-ups, Business Intelligence, Agile Project Management, Distributed Teams, Strategic Planning, Scrum, Agile Leadership, Team Mentoring, Project Manager..., Requirements Analysis, Coaching, Quality Assurance, Microsoft SQL Server, SQL, Business Analysis, Project Management, Certified Scrum Master..., Product Management, Management, E-commerce, Enterprise Software, Strategy, Cross-functional Team..., Salesforce.com, Pre-sales, Data Warehousing, SharePoint, Oracle, Software Development, Leadership, MS Project, Outsourcing, Team Management, Analysis, Team Leadership, Change Management, Enterprise Architecture, SaaS, PMO, Integration, IT Strategy, Test Driven Development, SDLC
Education
Innovation Games®
Certified Yellow Belt Collaboration Architect
CSM, Certified Scrum Master - Scrum Alliance
University of Massachusetts Boston
BS, Computer Science & Psychology
Susan Dunbar Susan Dunbar's Wellington Management Experience March 2004 - Present
Job Vice President, Principal at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Shashank Araokar Shashank Araokar's Wellington Management Experience December 2014 - Present
Job Senior Software Engineer at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management December 2014 - Present
Skills
Java Enterprise Edition, JavaScript, Java, Hibernate, Spring, CSS, Software Development, PHP, HTML, Struts, JSP, .NET, Servlets, PL/SQL, Spring Framework, SOA, Web Applications, Requirements Analysis, SQL, Oracle, Web Services, jQuery, Design Patterns, REST, SOAP
Education
MGM's College of Engineering and Technology 2002 — 2006
Bachelor's in Engineering (Electronics and Telecommunication), Electronics
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Electronics and Telecommunication
Abhinav Vidyalay
Wellington Management December 2014 - Present
Skills
Java Enterprise Edition, JavaScript, Java, Hibernate, Spring, CSS, Software Development, PHP, HTML, Struts, JSP, .NET, Servlets, PL/SQL, Spring Framework, SOA, Web Applications, Requirements Analysis, SQL, Oracle, Web Services, jQuery, Design Patterns, REST, SOAP
Education
MGM's College of Engineering and Technology 2002 — 2006
Bachelor's in Engineering (Electronics and Telecommunication), Electronics
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Electronics and Telecommunication
Abhinav Vidyalay
Kate Springle Lempka Kate Springle Lempka's Wellington Management Experience 1998 - 1999
Job Teacher, Writer, Geek
Industry Writing and Editing
Experience
Richir Outreach March 2014 - Present
Freelance 2012 - Present
Arcadia Middle School August 2004 - June 2006
Wor-Wic Community College September 2001 - June 2004
University of Maryland 1999 - 2001
3S Group May 2000 - August 2000
Wellington Management 1998 - 1999
Bethesda Softworks 1996 - 1997
Skills
Editing, Creative Writing, Proofreading, Public Speaking, Microsoft Office, Social Media, Teaching, Writing, Social Networking, Fundraising, Nonprofits, Grant Writing, Event Planning, Curriculum Development, Research, Word, Community Outreach, PowerPoint, Higher Education, Excel, Classroom Instruction, Curriculum Design, Blogging, WordPress, Press Releases, Training, Copy Editing
Education
University of Maryland College Park 1999 — 2001
Masters of Journalism, Broadcast and Online Journalism
University of Maryland Baltimore County 1994 — 1997
Bachelor of Arts, English, with Writing Minor
Pocomoke High School
Richir Outreach March 2014 - Present
Freelance 2012 - Present
Arcadia Middle School August 2004 - June 2006
Wor-Wic Community College September 2001 - June 2004
University of Maryland 1999 - 2001
3S Group May 2000 - August 2000
Wellington Management 1998 - 1999
Bethesda Softworks 1996 - 1997
Skills
Editing, Creative Writing, Proofreading, Public Speaking, Microsoft Office, Social Media, Teaching, Writing, Social Networking, Fundraising, Nonprofits, Grant Writing, Event Planning, Curriculum Development, Research, Word, Community Outreach, PowerPoint, Higher Education, Excel, Classroom Instruction, Curriculum Design, Blogging, WordPress, Press Releases, Training, Copy Editing
Education
University of Maryland College Park 1999 — 2001
Masters of Journalism, Broadcast and Online Journalism
University of Maryland Baltimore County 1994 — 1997
Bachelor of Arts, English, with Writing Minor
Pocomoke High School
Patrick Sturgeon Patrick Sturgeon's Wellington Management Experience 1999 - 2001
Job
Industry Investment Banking
Experience
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Matthew Giberti Matthew Giberti's Wellington Management Experience July 2012 - Present
Job Assistant Vice President, Content Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2012 - Present
Wellington Management May 2008 - June 2012
Houghton Mifflin Harcourt April 2008 - May 2008
Houghton Mifflin February 2005 - May 2008
The Boston Globe June 2002 - February 2005
The Gainesville Sun April 1997 - May 2002
Skills
Content Management, Copy Editing, Publications, Content Development, Proofreading, Editing, Project Management, Editorial, Publishing, Marketing, Online Publishing, Adobe Acrobat, Web Content, InDesign
Education
University of Florida 1995 — 2002
BA, History
Wellington Management July 2012 - Present
Wellington Management May 2008 - June 2012
Houghton Mifflin Harcourt April 2008 - May 2008
Houghton Mifflin February 2005 - May 2008
The Boston Globe June 2002 - February 2005
The Gainesville Sun April 1997 - May 2002
Skills
Content Management, Copy Editing, Publications, Content Development, Proofreading, Editing, Project Management, Editorial, Publishing, Marketing, Online Publishing, Adobe Acrobat, Web Content, InDesign
Education
University of Florida 1995 — 2002
BA, History
Kara Beck Kara Beck's Wellington Management Experience October 2011 - Present
Job Inflight
Industry Airlines/Aviation
Experience
JetBlue Airways April 2015 - Present
Wellington Management October 2011 - Present
The Guild Associates October 2009 - October 2011
Applegate Associates October 2008 - May 2009
CSN Stores October 2006 - October 2008
Skills
Marketing, Event Planning, Strategic Planning, Advertising, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Outlook, PowerPoint, Social Media Marketing, Google Analytics, Research, Microsoft Word, Email Marketing
Education
University of Connecticut 1996 — 2000
BS, Marketing
JetBlue Airways April 2015 - Present
Wellington Management October 2011 - Present
The Guild Associates October 2009 - October 2011
Applegate Associates October 2008 - May 2009
CSN Stores October 2006 - October 2008
Skills
Marketing, Event Planning, Strategic Planning, Advertising, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Outlook, PowerPoint, Social Media Marketing, Google Analytics, Research, Microsoft Word, Email Marketing
Education
University of Connecticut 1996 — 2000
BS, Marketing
Nina García's Wellington Management Experience August 2006 - Present
Job Application Development Manager
Industry Information Technology and Services
Experience
Wellington Management August 2006 - Present
Nitroy Computing Services July 2004 - November 2009
Verispan, LLC 2005 - 2006
Wellington Management September 2004 - July 2005
WearGuard 1993 - 2002
BayBank, Inc. 1988 - 1993
Skills
Databases, Software Development, SDLC, Data Warehousing, Business Analysis, Vendor Management, Software Project..., Oracle, Requirements Analysis, Business Intelligence, SQL, Enterprise Architecture, IT Strategy, Visio, Data Modeling
Education
University of Massachusetts Boston 1987 — 1992
BS
Wellington Management August 2006 - Present
Nitroy Computing Services July 2004 - November 2009
Verispan, LLC 2005 - 2006
Wellington Management September 2004 - July 2005
WearGuard 1993 - 2002
BayBank, Inc. 1988 - 1993
Skills
Databases, Software Development, SDLC, Data Warehousing, Business Analysis, Vendor Management, Software Project..., Oracle, Requirements Analysis, Business Intelligence, SQL, Enterprise Architecture, IT Strategy, Visio, Data Modeling
Education
University of Massachusetts Boston 1987 — 1992
BS
Will Howarth Will Howarth's Wellington Management Experience August 2004 - January 2009
Job Senior Director of Integration Services at Navisite a Time Warner Cable Company
Industry Computer Software
Experience
Navisite - a Time Warner Cable Company December 2011 - Present
ISBAN - Grupo Santander January 2009 - November 2011
Wellington Management August 2004 - January 2009
Granite Systems/Telcordia Technologies August 2002 - August 2004
Predictive Systems March 1998 - August 2002
Skills
Integration, Cloud Computing, Enterprise Architecture, IT Strategy, SOA, SDLC, Unix, Agile Methodolgy, Architecture, Telecommunications, Java Enterprise Edition, Software Project..., Enterprise Software, Software Engineering, Business Intelligence, Software Development, Web Services, J2EE Application..., Software Integrations, Agile Leadership, Cisco Technologies, CRM, Testing, Agile Methodologies, Architectures, Software Design
Education
University of Maine 1987 — 1991
BS, Finance - Corbett School of Business
Navisite - a Time Warner Cable Company December 2011 - Present
ISBAN - Grupo Santander January 2009 - November 2011
Wellington Management August 2004 - January 2009
Granite Systems/Telcordia Technologies August 2002 - August 2004
Predictive Systems March 1998 - August 2002
Skills
Integration, Cloud Computing, Enterprise Architecture, IT Strategy, SOA, SDLC, Unix, Agile Methodolgy, Architecture, Telecommunications, Java Enterprise Edition, Software Project..., Enterprise Software, Software Engineering, Business Intelligence, Software Development, Web Services, J2EE Application..., Software Integrations, Agile Leadership, Cisco Technologies, CRM, Testing, Agile Methodologies, Architectures, Software Design
Education
University of Maine 1987 — 1991
BS, Finance - Corbett School of Business
Christopher J. Barrera, CFA Christopher J. Barrera, CFA's Wellington Management Experience March 2000 - March 2005
Job Investment Operations Analyst at Davidson College
Industry Investment Management
Experience
Davidson College March 2011 - Present
Self Employed August 2007 - February 2011
Wachovia, A Wells Fargo Company September 2005 - July 2007
Wellington Management March 2000 - March 2005
State Street November 1995 - February 2000
Skills
Investments, Mutual Funds, Trading
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BA, Economics and Finance
Davidson College March 2011 - Present
Self Employed August 2007 - February 2011
Wachovia, A Wells Fargo Company September 2005 - July 2007
Wellington Management March 2000 - March 2005
State Street November 1995 - February 2000
Skills
Investments, Mutual Funds, Trading
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BA, Economics and Finance
E. Tad Williamson E. Tad Williamson's Wellington Management Experience November 2010 - April 2014
Job Senior Engineer II
Industry Computer & Network Security
Experience
Jacobs Technology April 2014 - Present
Wellington Management November 2010 - April 2014
Freelance IT Trainer January 2001 - December 2010
Phase Forward June 2009 - November 2010
Mirror Image Internet January 2007 - December 2009
Primrose Cafe November 2003 - October 2007
Shepley Bulfinch May 2004 - December 2006
Prevare LLC December 2003 - May 2004
Microfinancial, Inc. July 1999 - March 2003
Boston Scientific December 1997 - July 1999
Skills
Disaster Recovery, Data Center, Integration, Security, Program Management, Cross-functional Team..., Troubleshooting, Networking, Management, Leadership, Project Management, Cisco Technologies, Training, Cloud Computing, Network Architecture, VPN, Unix, Testing, Operating Systems, Japanese, Software Documentation, Servers, Business Operations, Network Design, Project Planning, Logistics, TCP/IP, VMware, Active Directory, Firewalls, SQL, Team Building, IP, Microsoft Exchange, Network Engineering, Linux, Databases
Education
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Arts (B.A.), East Asian Languages and Literatures
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Science (BS), Economics
Jacobs Technology April 2014 - Present
Wellington Management November 2010 - April 2014
Freelance IT Trainer January 2001 - December 2010
Phase Forward June 2009 - November 2010
Mirror Image Internet January 2007 - December 2009
Primrose Cafe November 2003 - October 2007
Shepley Bulfinch May 2004 - December 2006
Prevare LLC December 2003 - May 2004
Microfinancial, Inc. July 1999 - March 2003
Boston Scientific December 1997 - July 1999
Skills
Disaster Recovery, Data Center, Integration, Security, Program Management, Cross-functional Team..., Troubleshooting, Networking, Management, Leadership, Project Management, Cisco Technologies, Training, Cloud Computing, Network Architecture, VPN, Unix, Testing, Operating Systems, Japanese, Software Documentation, Servers, Business Operations, Network Design, Project Planning, Logistics, TCP/IP, VMware, Active Directory, Firewalls, SQL, Team Building, IP, Microsoft Exchange, Network Engineering, Linux, Databases
Education
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Arts (B.A.), East Asian Languages and Literatures
University of Massachusetts, Amherst 1989 — 1994
Bachelor of Science (BS), Economics
Mark Stromberg Mark Stromberg's Wellington Management Experience 1992 - 1993
Job Independent Sales Director at McGibbon Asset Management
Industry Investment Management
Experience
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
Brittany A. Sanders Brittany A. Sanders's Wellington Management Experience October 2009 - June 2011
Job Vice President at Gramercy Property Trust
Industry Real Estate
Experience
Gramercy Property Trust 2015 - Present
KTR Capital Partners 2013 - 2015
TA Associates Realty July 2011 - April 2013
Wellington Management October 2009 - June 2011
Education
University of Michigan
Gramercy Property Trust 2015 - Present
KTR Capital Partners 2013 - 2015
TA Associates Realty July 2011 - April 2013
Wellington Management October 2009 - June 2011
Education
University of Michigan
Amanda Ordway Amanda Ordway's Wellington Management Experience November 2012 - July 2013
Job Business Intelligence Engineer at Bridgepoint Education
Industry Information Services
Experience
Bridgepoint Education April 2015 - Present
Information Collaboration LLC September 2011 - Present
Bridgepoint Education October 2013 - April 2015
Wellington Management November 2012 - July 2013
Canaccord Genuity Inc. January 2012 - October 2012
The Bank of Maine September 2011 - February 2012
WB Mason June 2010 - September 2011
Exit41, Inc. August 2010 - October 2010
Override March 2009 - June 2010
Skills
SSIS, SSRS, SSAS 2008, T-SQL, Crystal Reports, SharePoint, Tableau, QlikView, Google Analytics, Analysis Services, WebTrends Analytics, Data Warehousing, SQL, Microsoft SQL Server, Business Intelligence, Database Design, Databases, Dashboard, Cognos, Data Integration, Business Objects, Business Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Information Systems Management, Finance
Bridgepoint Education April 2015 - Present
Information Collaboration LLC September 2011 - Present
Bridgepoint Education October 2013 - April 2015
Wellington Management November 2012 - July 2013
Canaccord Genuity Inc. January 2012 - October 2012
The Bank of Maine September 2011 - February 2012
WB Mason June 2010 - September 2011
Exit41, Inc. August 2010 - October 2010
Override March 2009 - June 2010
Skills
SSIS, SSRS, SSAS 2008, T-SQL, Crystal Reports, SharePoint, Tableau, QlikView, Google Analytics, Analysis Services, WebTrends Analytics, Data Warehousing, SQL, Microsoft SQL Server, Business Intelligence, Database Design, Databases, Dashboard, Cognos, Data Integration, Business Objects, Business Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Information Systems Management, Finance
Ivy Iacoi Ivy Iacoi's Wellington Management Experience June 2002 - May 2006
Job Business Owner, The Artful Mix, LLC
Industry Retail
Experience
The Artful Mix, LLC August 2014 - Present
Dunkin' Brands June 2013 - April 2014
Dunkin' Brands June 2009 - May 2013
Dunkin' Brands June 2006 - May 2009
Wellington Management June 2002 - May 2006
Wellington Management July 1998 - May 2002
Boston Financial Data Services January 1996 - June 1998
Boston Financial Data Services January 1994 - December 1995
Boston Financial Data Services January 1991 - December 1993
Boston Financial Data Services January 1987 - December 1990
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Budgets, Analysis, Finance, Management, Accounting, Sarbanes-Oxley Act, Training, Business Process..., Change Management, Team Building, Contract Negotiation, Franchising, Process Improvement, Team Leadership, Strategic Planning, Customer Service
Education
University of Connecticut 1979 — 1983
Bachelor of Science (BS), Major - Finance, Minor - Accounting
University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Accounting and Finance
The Artful Mix, LLC August 2014 - Present
Dunkin' Brands June 2013 - April 2014
Dunkin' Brands June 2009 - May 2013
Dunkin' Brands June 2006 - May 2009
Wellington Management June 2002 - May 2006
Wellington Management July 1998 - May 2002
Boston Financial Data Services January 1996 - June 1998
Boston Financial Data Services January 1994 - December 1995
Boston Financial Data Services January 1991 - December 1993
Boston Financial Data Services January 1987 - December 1990
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Budgets, Analysis, Finance, Management, Accounting, Sarbanes-Oxley Act, Training, Business Process..., Change Management, Team Building, Contract Negotiation, Franchising, Process Improvement, Team Leadership, Strategic Planning, Customer Service
Education
University of Connecticut 1979 — 1983
Bachelor of Science (BS), Major - Finance, Minor - Accounting
University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Accounting and Finance
Thomas Bonner Thomas Bonner's Wellington Management Experience April 2010 - April 2012
Job State Street Corporate Audit
Industry Investment Management
Experience
State Street Bank April 2012 - Present
Wellington Management April 2010 - April 2012
PricewaterhouseCoopers April 2004 - April 2010
Skills
Internal Controls, Financial Accounting, Auditing, Financial Services, Investments, Venture Capital, Fund Of Funds, SAS70, Alternative Investments, Derivatives, Corporate Finance
Education
University of Limerick 1996 — 2000
Bachelor of Business Studies, Accounting
Institute of Chartered Accountants Ireland
Chartered Accountant
State Street Bank April 2012 - Present
Wellington Management April 2010 - April 2012
PricewaterhouseCoopers April 2004 - April 2010
Skills
Internal Controls, Financial Accounting, Auditing, Financial Services, Investments, Venture Capital, Fund Of Funds, SAS70, Alternative Investments, Derivatives, Corporate Finance
Education
University of Limerick 1996 — 2000
Bachelor of Business Studies, Accounting
Institute of Chartered Accountants Ireland
Chartered Accountant
Jeoff Tardif, CTS-I Jeoff Tardif, CTS-I's Wellington Management Experience January 2007 - September 2007
Job AUDIO VISUAL PROGRAM MANAGER at HB Communications
Industry Information Technology and Services
Experience
HB Communications July 2013 - Present
Verrex Corporation June 2012 - June 2013
Verrex Corporation January 2011 - June 2012
HB Communications, Inc. September 2007 - January 2011
Wellington Management January 2007 - September 2007
Arnold Wolrdwide October 1999 - January 2007
Arnold Worldwide December 1997 - October 1999
Display Concepts, Inc. May 1996 - May 1997
Skills
Integration, AV, Video Conferencing, Streaming Media, Video, Video Production, Broadcast, Sound, Multimedia, Digital Video, Microsoft Office, Digital Media, Graphic Design, Troubleshooting, Audio, Video Editing, Final Cut Pro, Photoshop, Editing, Photography, Mac, Recording, Post Production, Computer Hardware, MS Project, Apple, Project Management, Director level, InfoComm CTS, Training Leadership, Help Desk Support, Technology Deployment, Global Client Management, Digital Project..., Global Project..., Quality Assurance, PMO Development, Cost Control, Global Restructuring, Cash Flow, Budget Monitoring, Equipment Installation, Equipment Commissioning, Equipment Integration, Close-out, Gross Margin, Pro-active Leader, RFP Generation, Financial Goals, Asset Managment
Education
University of Maine 1990 — 1996
Bachelor of Arts, International Affairs in Political Science; Multimedia Minor in Digital Video
HB Communications July 2013 - Present
Verrex Corporation June 2012 - June 2013
Verrex Corporation January 2011 - June 2012
HB Communications, Inc. September 2007 - January 2011
Wellington Management January 2007 - September 2007
Arnold Wolrdwide October 1999 - January 2007
Arnold Worldwide December 1997 - October 1999
Display Concepts, Inc. May 1996 - May 1997
Skills
Integration, AV, Video Conferencing, Streaming Media, Video, Video Production, Broadcast, Sound, Multimedia, Digital Video, Microsoft Office, Digital Media, Graphic Design, Troubleshooting, Audio, Video Editing, Final Cut Pro, Photoshop, Editing, Photography, Mac, Recording, Post Production, Computer Hardware, MS Project, Apple, Project Management, Director level, InfoComm CTS, Training Leadership, Help Desk Support, Technology Deployment, Global Client Management, Digital Project..., Global Project..., Quality Assurance, PMO Development, Cost Control, Global Restructuring, Cash Flow, Budget Monitoring, Equipment Installation, Equipment Commissioning, Equipment Integration, Close-out, Gross Margin, Pro-active Leader, RFP Generation, Financial Goals, Asset Managment
Education
University of Maine 1990 — 1996
Bachelor of Arts, International Affairs in Political Science; Multimedia Minor in Digital Video
Nicole Whitney's Wellington Management Experience November 2012 - Present
Job Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management November 2012 - Present
StreetAccount + FACTSET June 2012 - November 2012
StreetAccount LLC August 2010 - June 2012
Professional Staffing Group September 2009 - August 2010
Skills
Applicant Tracking..., Onboarding, Cold Calling, College Recruiting, Staffing Services, Screening Resumes, Temporary Placement, Information Technology, Internet Recruiting
Education
University of New Hampshire 2005 — 2009
BA, Communication
Wellington Management November 2012 - Present
StreetAccount + FACTSET June 2012 - November 2012
StreetAccount LLC August 2010 - June 2012
Professional Staffing Group September 2009 - August 2010
Skills
Applicant Tracking..., Onboarding, Cold Calling, College Recruiting, Staffing Services, Screening Resumes, Temporary Placement, Information Technology, Internet Recruiting
Education
University of New Hampshire 2005 — 2009
BA, Communication
Julian Kan's Wellington Management Experience July 2013 - Present
Job Multilingual Creative Consultant
Industry Marketing and Advertising
Experience
Wellington Management July 2013 - Present
Self-employed 2004 - Present
The MathWorks January 2009 - July 2009
EPS Communications 2003 - 2004
Razorfish 2001 - 2004
Cherrypicks April 2002 - June 2002
Commerce One 2000 - 2001
Burntsand 1999 - 2000
Public Interactive 1998 - 1999
HomePortfolio 1998 - 1999
Skills
User Interface Design, Photoshop, CSS, User Experience, Web Design, Usability, Graphic Design, E-commerce, Web Project Management, InDesign, SEO, HTML, Presentation Design, Online Advertising, Web Analytics, Email Marketing, Digital Marketing, WordPress
Education
University of Massachusetts Dartmouth 1995 — 1998
BFA, Electronic Imaging
Wellington Management July 2013 - Present
Self-employed 2004 - Present
The MathWorks January 2009 - July 2009
EPS Communications 2003 - 2004
Razorfish 2001 - 2004
Cherrypicks April 2002 - June 2002
Commerce One 2000 - 2001
Burntsand 1999 - 2000
Public Interactive 1998 - 1999
HomePortfolio 1998 - 1999
Skills
User Interface Design, Photoshop, CSS, User Experience, Web Design, Usability, Graphic Design, E-commerce, Web Project Management, InDesign, SEO, HTML, Presentation Design, Online Advertising, Web Analytics, Email Marketing, Digital Marketing, WordPress
Education
University of Massachusetts Dartmouth 1995 — 1998
BFA, Electronic Imaging
Renie Pavilon's Wellington Management Experience May 2005 - July 2009
Job Development Associate at Old North Foundat
Industry Events Services
Experience
Old North Foundation of Boston June 2014 - Present
The Avery James Group July 2009 - May 2014
Wellington Management May 2005 - July 2009
The Boston Consulting Group October 1993 - September 2003
The Museum of Fine Arts, Boston 1985 - 1993
Skills
Strategic Planning, Event Planning, Strategy, Marketing Strategy, Non-profits, Business Development, Market Research, Business Strategy, Entrepreneurship, Team Building, Business Planning, Marketing, Negotiation, Nonprofits, Public Speaking, Program Management, Project Management, Leadership, Marketing Communications, Management, Grant Writing, Social Media, Fundraising, Training
Education
University of Massachusetts, Amherst 1983 — 1990
Bachelor's degree, Resource Economics
Old North Foundation of Boston June 2014 - Present
The Avery James Group July 2009 - May 2014
Wellington Management May 2005 - July 2009
The Boston Consulting Group October 1993 - September 2003
The Museum of Fine Arts, Boston 1985 - 1993
Skills
Strategic Planning, Event Planning, Strategy, Marketing Strategy, Non-profits, Business Development, Market Research, Business Strategy, Entrepreneurship, Team Building, Business Planning, Marketing, Negotiation, Nonprofits, Public Speaking, Program Management, Project Management, Leadership, Marketing Communications, Management, Grant Writing, Social Media, Fundraising, Training
Education
University of Massachusetts, Amherst 1983 — 1990
Bachelor's degree, Resource Economics
Jeff Benevides Jeff Benevides's Wellington Management Experience May 2002 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2002 - Present
State Street June 1993 - May 2002
Education
University of Massachusetts Boston
BS, Finance
Wellington Management May 2002 - Present
State Street June 1993 - May 2002
Education
University of Massachusetts Boston
BS, Finance
Patrick Scanlon Patrick Scanlon's Wellington Management Experience January 2013 - July 2014
Job AngularJS developer
Industry Financial Services
Experience
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
ANJANEYA REDDY ANJANEYA REDDY's Wellington Management Experience August 2012 - Present
Job Lead Software Engineer, Wellington Management
Industry Computer Software
Experience
Wellington Management August 2012 - Present
MicroBilt Corporation November 2008 - August 2012
Lightbridge/Vesta Credit Solutions August 2007 - November 2008
Sonic software January 2006 - August 2007
Wellington Management November 2005 - January 2006
Lightbridge May 1996 - November 2004
Skills
Java, J2EE, Web Services, JBoss, Hibernate, iBatis, Oracle, MySQL, UML, Object Oriented Design, Team Leadership, Spring, Weblogic, Java Enterprise Edition, JBoss Application Server
Education
University of Mysore 1991 — 1992
Masters in Engineering, Production Systems
University of Madras 1986 — 1990
BS, Mechanical Engineering
Wellington Management August 2012 - Present
MicroBilt Corporation November 2008 - August 2012
Lightbridge/Vesta Credit Solutions August 2007 - November 2008
Sonic software January 2006 - August 2007
Wellington Management November 2005 - January 2006
Lightbridge May 1996 - November 2004
Skills
Java, J2EE, Web Services, JBoss, Hibernate, iBatis, Oracle, MySQL, UML, Object Oriented Design, Team Leadership, Spring, Weblogic, Java Enterprise Edition, JBoss Application Server
Education
University of Mysore 1991 — 1992
Masters in Engineering, Production Systems
University of Madras 1986 — 1990
BS, Mechanical Engineering
John Maki John Maki's Wellington Management Experience September 2013 - September 2014
Job Senior Capacity Engineer at JC Penney
Industry Retail
Experience
Wellington Management September 2013 - September 2014
CIGNA March 2012 - August 2013
Fidelity Investments August 2001 - October 2011
Aztec Technology Partners January 2000 - March 2001
Logica January 1998 - January 2000
First Data Corp 1994 - 1997
Skills
Capacity Planning, Storage, Virtualization, Integration, Solaris, ITIL, Unix, AIX
Education
University of Massachusetts Boston 1988 — 1990
B.A., Computer Science
Wellington Management September 2013 - September 2014
CIGNA March 2012 - August 2013
Fidelity Investments August 2001 - October 2011
Aztec Technology Partners January 2000 - March 2001
Logica January 1998 - January 2000
First Data Corp 1994 - 1997
Skills
Capacity Planning, Storage, Virtualization, Integration, Solaris, ITIL, Unix, AIX
Education
University of Massachusetts Boston 1988 — 1990
B.A., Computer Science
Rebecca Kain Rebecca Kain's Wellington Management Experience September 2010 - July 2011
Job Executive Assistant at Strategy&, a member of the PwC network of firms (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - Present
Booz & Company August 2012 - March 2014
Wellington Management September 2010 - July 2011
BlueCrest Capital Management, LLP August 2010 - October 2010
Office Concierge November 2009 - August 2010
Gorilla Creative Media January 2009 - September 2009
Skills
Social Media, Hedge Funds, Marketing Strategy, Financial Markets, Back Office, Microsoft Office, PowerPoint, Photoshop, Adobe Creative Suite, Writing, Microsoft Word, Microsoft Excel, Administrative..., Office Administration, Microsoft Office 2007, InDesign, Illustrator, Expenses, Travel Management, Travel Planning, Business Travel, Spreadsheets, Marketing, Time Management, Outlook, Lotus Notes, Administrative...
Education
University of KwaZulu-Natal 2006 — 2008
Bachelor of Social Sciences, Communications and English Studies, 3.0
Durban Girls College 1999 — 2004
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - Present
Booz & Company August 2012 - March 2014
Wellington Management September 2010 - July 2011
BlueCrest Capital Management, LLP August 2010 - October 2010
Office Concierge November 2009 - August 2010
Gorilla Creative Media January 2009 - September 2009
Skills
Social Media, Hedge Funds, Marketing Strategy, Financial Markets, Back Office, Microsoft Office, PowerPoint, Photoshop, Adobe Creative Suite, Writing, Microsoft Word, Microsoft Excel, Administrative..., Office Administration, Microsoft Office 2007, InDesign, Illustrator, Expenses, Travel Management, Travel Planning, Business Travel, Spreadsheets, Marketing, Time Management, Outlook, Lotus Notes, Administrative...
Education
University of KwaZulu-Natal 2006 — 2008
Bachelor of Social Sciences, Communications and English Studies, 3.0
Durban Girls College 1999 — 2004
Steven Chehames Steven Chehames's Wellington Management Experience October 2013 - October 2014
Job Analyst, Investor Relations at Skyworks Solutions
Industry Semiconductors
Experience
Skyworks Solutions, Inc. October 2014 - Present
Wellington Management October 2013 - October 2014
Fidelity Investments November 2011 - July 2013
Fidelity Investments November 2012 - June 2013
Fidelity Investments October 2010 - November 2011
Cambridge Financial Services October 2009 - July 2010
Skills
Investor Relations, Investor Presentations, Investments, Financial Markets, Securities, Equities, Mutual Funds, Fixed Income, Options, Alternative Investments, Retirement, Short Sales, Asset Allocation, 401k, Employee Stock Options
Education
University of Massachusetts Lowell 2005 — 2010
B.B.A, Business Administration; Finance/Management
Skyworks Solutions, Inc. October 2014 - Present
Wellington Management October 2013 - October 2014
Fidelity Investments November 2011 - July 2013
Fidelity Investments November 2012 - June 2013
Fidelity Investments October 2010 - November 2011
Cambridge Financial Services October 2009 - July 2010
Skills
Investor Relations, Investor Presentations, Investments, Financial Markets, Securities, Equities, Mutual Funds, Fixed Income, Options, Alternative Investments, Retirement, Short Sales, Asset Allocation, 401k, Employee Stock Options
Education
University of Massachusetts Lowell 2005 — 2010
B.B.A, Business Administration; Finance/Management
Francesca Leary Francesca Leary's Wellington Management Experience September 2009 - Present
Job Administrative Assistant at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2009 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Bachelor of Science, Business Administration: Finance and Marketing
Wellington Management September 2009 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Bachelor of Science, Business Administration: Finance and Marketing
Saurabh Shingote Saurabh Shingote's Wellington Management Experience March 2011 - Present
Job System Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management March 2011 - Present
Worcester Polytechnic Institute January 2009 - May 2011
M2S January 2010 - March 2011
Worcester Polytechnic Institute February 2009 - December 2009
Worcester Polytechnic Institute January 2009 - December 2009
Mastek Ltd December 2006 - December 2008
Skills
Testing, Quality Assurance, Test Automation, Software Documentation, QTP, Manual Testing, Automation, SQL, Oracle, Requirements Analysis, SDLC, Quality Center, Test Planning, Software Quality..., Agile Methodologies, System Testing
Education
Worcester Polytechnic Institute 2009 — 2010
Master, Information Technology
University of Mumbai 2003 — 2006
Bachelor, Computer Technology
Wellington Management March 2011 - Present
Worcester Polytechnic Institute January 2009 - May 2011
M2S January 2010 - March 2011
Worcester Polytechnic Institute February 2009 - December 2009
Worcester Polytechnic Institute January 2009 - December 2009
Mastek Ltd December 2006 - December 2008
Skills
Testing, Quality Assurance, Test Automation, Software Documentation, QTP, Manual Testing, Automation, SQL, Oracle, Requirements Analysis, SDLC, Quality Center, Test Planning, Software Quality..., Agile Methodologies, System Testing
Education
Worcester Polytechnic Institute 2009 — 2010
Master, Information Technology
University of Mumbai 2003 — 2006
Bachelor, Computer Technology
Paul Salniker, CFA Paul Salniker, CFA's Wellington Management Experience March 2004 - Present
Job Managing Director Global Fixed Income Research at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2004 - Present
USAA Inv March 2000 - February 2004
Conning Asset Management December 1998 - March 2000
Boatmen's Capital Management August 1995 - December 1998
A. G. Edwards & Sons 1993 - 1995
Skills
Fixed Income, Equity Research, Portfolio Management, Bloomberg, Asset Allocation, Investment Strategies, Equities, Bonds, Asset Managment, Valuation, Investments, Financial Modeling, Credit Analysis, Buy-side, Financial Analysis, Value Investing, Securities, Private Equity, Structured Products, Capital Markets, Structured Finance, Hedge Funds, Asset Management
Education
Washington University in St. Louis 1992 — 1995
Master of Science, Business Administration
University of Missouri-Saint Louis 1988 — 1991
Bachelor of Science, Business Administration
Wellington Management March 2004 - Present
USAA Inv March 2000 - February 2004
Conning Asset Management December 1998 - March 2000
Boatmen's Capital Management August 1995 - December 1998
A. G. Edwards & Sons 1993 - 1995
Skills
Fixed Income, Equity Research, Portfolio Management, Bloomberg, Asset Allocation, Investment Strategies, Equities, Bonds, Asset Managment, Valuation, Investments, Financial Modeling, Credit Analysis, Buy-side, Financial Analysis, Value Investing, Securities, Private Equity, Structured Products, Capital Markets, Structured Finance, Hedge Funds, Asset Management
Education
Washington University in St. Louis 1992 — 1995
Master of Science, Business Administration
University of Missouri-Saint Louis 1988 — 1991
Bachelor of Science, Business Administration
Frank Murphy Frank Murphy's Wellington Management Experience January 2015 - March 2015
Job Director of Network and Systems Operations at Skyword Inc.
Industry Information Technology and Services
Experience
Skyword Inc. March 2015 - Present
Wellington Management January 2015 - March 2015
Constant Contact March 2006 - January 2015
Concordant Inc. June 2005 - March 2006
Constant Contact February 2003 - June 2005
Xchange, Inc. 1999 - 2003
Skills
Cloud Computing, SaaS, Data Center, Scalability, Network Architecture, Linux, Network Security, Disaster Recovery, Vendor Management, Cisco Technologies, Servers, Virtualization, Enterprise Software, Network Design, IT Management, VoIP, Integration, Network Engineering, F5 BigIP, Juniper, Networking, High Availability, Firewalls, Juniper Technologies
Education
University of Massachusetts Lowell 2006 — 2008
BS, Information Technology
University of Massachusetts Boston
Skyword Inc. March 2015 - Present
Wellington Management January 2015 - March 2015
Constant Contact March 2006 - January 2015
Concordant Inc. June 2005 - March 2006
Constant Contact February 2003 - June 2005
Xchange, Inc. 1999 - 2003
Skills
Cloud Computing, SaaS, Data Center, Scalability, Network Architecture, Linux, Network Security, Disaster Recovery, Vendor Management, Cisco Technologies, Servers, Virtualization, Enterprise Software, Network Design, IT Management, VoIP, Integration, Network Engineering, F5 BigIP, Juniper, Networking, High Availability, Firewalls, Juniper Technologies
Education
University of Massachusetts Lowell 2006 — 2008
BS, Information Technology
University of Massachusetts Boston
Elle Feldman Elle Feldman's Wellington Management Experience November 2011 - February 2012
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies April 2015 - Present
Robert M. Currey & Associates March 2015 - April 2015
Robert M. Currey & Associates April 2014 - March 2015
Robert M. Currey & Associates April 2013 - August 2014
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - April 2013
Wellington Management November 2011 - February 2012
Hyatt Regency September 2009 - April 2011
Four Seasons Hotels and Resorts February 2008 - September 2009
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Professional Liability, Insurance Brokerage, Commercial Real Estate..., Customer Service, Catering, Analysis, Event Planning, Event Management, Front Office, Outlook, PowerPoint, Salesforce.com, Microsoft Office, Microsoft Word, Sales, Teamwork, Meeting Planning, People Skills, Project Management, Microsoft Excel, Social Media, Process Scheduler, Hospitality, Word, Excel, Forecasting, Proposal Writing, Delphi, Customer Relations, Expenses, Calendars, Group Presentations
Education
University of Florida 2004 — 2007
BA, Psychology, Education
Lockton Companies April 2015 - Present
Robert M. Currey & Associates March 2015 - April 2015
Robert M. Currey & Associates April 2014 - March 2015
Robert M. Currey & Associates April 2013 - August 2014
Starwood Hotels & Resorts Worldwide, Inc. March 2012 - April 2013
Wellington Management November 2011 - February 2012
Hyatt Regency September 2009 - April 2011
Four Seasons Hotels and Resorts February 2008 - September 2009
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Professional Liability, Insurance Brokerage, Commercial Real Estate..., Customer Service, Catering, Analysis, Event Planning, Event Management, Front Office, Outlook, PowerPoint, Salesforce.com, Microsoft Office, Microsoft Word, Sales, Teamwork, Meeting Planning, People Skills, Project Management, Microsoft Excel, Social Media, Process Scheduler, Hospitality, Word, Excel, Forecasting, Proposal Writing, Delphi, Customer Relations, Expenses, Calendars, Group Presentations
Education
University of Florida 2004 — 2007
BA, Psychology, Education
DHIREN BHATIA DHIREN BHATIA's Wellington Management Experience January 2013 - Present
Job Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2013 - Present
Wellington Management Company, LLP. March 2012 - December 2013
Foliage June 2011 - March 2012
F. M. Global August 2010 - May 2011
EasySoft Corporation May 2010 - August 2010
Worcester Polytechnic Institute September 2009 - May 2010
Skills
SQL, C, Business Intelligence
Education
Worcester Polytechnic Institute 2009 — 2011
MS-IT
University of Mumbai 2005 — 2009
Bachelor of Engineering
Wellington Management January 2013 - Present
Wellington Management Company, LLP. March 2012 - December 2013
Foliage June 2011 - March 2012
F. M. Global August 2010 - May 2011
EasySoft Corporation May 2010 - August 2010
Worcester Polytechnic Institute September 2009 - May 2010
Skills
SQL, C, Business Intelligence
Education
Worcester Polytechnic Institute 2009 — 2011
MS-IT
University of Mumbai 2005 — 2009
Bachelor of Engineering
Prerna Kapoor Prerna Kapoor's Wellington Management Experience January 2010 - August 2013
Job Commercial Leadership Development Program Intern at Eastman Chemical Company
Industry Higher Education
Experience
Eastman Chemical Company May 2015 - August 2015
Sapient Global Markets June 2006 - July 2014
Omgeo August 2013 - June 2014
Wellington Management January 2010 - August 2013
Wellington Management June 2006 - December 2009
Skills
Capital Markets, Trading Systems, Market Data, JMS, Fixed Income, Bloomberg, Derivatives, Money Market, Business Analysis, Oracle, Sybase, Requirements Analysis, Agile Methodologies, SDLC, XML, Management, Strategy, Software Project..., SQL
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
GGSIPU 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Science
Eastman Chemical Company May 2015 - August 2015
Sapient Global Markets June 2006 - July 2014
Omgeo August 2013 - June 2014
Wellington Management January 2010 - August 2013
Wellington Management June 2006 - December 2009
Skills
Capital Markets, Trading Systems, Market Data, JMS, Fixed Income, Bloomberg, Derivatives, Money Market, Business Analysis, Oracle, Sybase, Requirements Analysis, Agile Methodologies, SDLC, XML, Management, Strategy, Software Project..., SQL
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
GGSIPU 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Science
Christopher Barbin Christopher Barbin's Wellington Management Experience March 2012 - February 2013
Job Knowledge & Collaboration Technical Lead at athenahealth
Industry Information Technology and Services
Experience
athenahealth August 2014 - Present
Slalom Consulting February 2013 - August 2014
Wellington Management March 2012 - February 2013
Magenic Technologies 2008 - 2012
AEW Capital Management 2005 - 2008
CoreWeb 2004 - 2005
Staples, Inc. 2002 - 2004
Biscom, Inc. 2000 - 2002
BJ's Wholesale Club 1999 - 2000
BJ's Wholesale Club 1998 - 1999
Skills
SharePoint, Yammer, .NET, ASP.NET, C#, Microsoft SQL Server, jQuery, T-SQL, SharePoint Designer, JavaScript, HTML, Agile Methodologies, Software Development, Visual Studio, Requirements Analysis, SSRS, Architecture, Scrum, TFS, CSS, Database Design, Web Applications, Visual Basic, Team Management, Design Patterns, Jive
Education
University of Massachusetts at Lowell 1993 — 1997
Bachelor of Science, Business Administration
athenahealth August 2014 - Present
Slalom Consulting February 2013 - August 2014
Wellington Management March 2012 - February 2013
Magenic Technologies 2008 - 2012
AEW Capital Management 2005 - 2008
CoreWeb 2004 - 2005
Staples, Inc. 2002 - 2004
Biscom, Inc. 2000 - 2002
BJ's Wholesale Club 1999 - 2000
BJ's Wholesale Club 1998 - 1999
Skills
SharePoint, Yammer, .NET, ASP.NET, C#, Microsoft SQL Server, jQuery, T-SQL, SharePoint Designer, JavaScript, HTML, Agile Methodologies, Software Development, Visual Studio, Requirements Analysis, SSRS, Architecture, Scrum, TFS, CSS, Database Design, Web Applications, Visual Basic, Team Management, Design Patterns, Jive
Education
University of Massachusetts at Lowell 1993 — 1997
Bachelor of Science, Business Administration
Sesha Kadakia's Wellington Management Experience June 2012 - August 2012
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
Wellington Management June 2012 - August 2012
Wellington Management June 2011 - August 2011
Stephen M. Ross School of Business September 2010 - May 2011
Prevett and Prevett, LLP June 2009 - August 2009
Skills
Trading, Financial Modeling, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Research, Valuation, Public Speaking, Microsoft Word, Financial Analysis, Portfolio Management, Strategy, Economics, Leadership, Analysis, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance, Strategy, Economics
Citi June 2014 - Present
Citi June 2013 - August 2013
Wellington Management June 2012 - August 2012
Wellington Management June 2011 - August 2011
Stephen M. Ross School of Business September 2010 - May 2011
Prevett and Prevett, LLP June 2009 - August 2009
Skills
Trading, Financial Modeling, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Research, Valuation, Public Speaking, Microsoft Word, Financial Analysis, Portfolio Management, Strategy, Economics, Leadership, Analysis, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance, Strategy, Economics
Andrew Kaluma's Wellington Management Experience 1999 - 2000
Job Senior Oracle DBA Consultant
Industry Computer Networking
Experience
Independent Consultant January 2009 - Present
Dana Farber Cancer Institute December 2002 - October 2008
3PLEX.com 2000 - 2002
Clark University/XINTRA 1998 - 2002
Wellington Management 1999 - 2000
NEES 1998 - 1999
Nothern Essex community College 1996 - 1998
Bristol Community college 1995 - 1996
The Mathworks inc 1994 - 1996
Skills
ERP, Oracle, Data Warehousing, Database Administration, PL/SQL, Databases, Healthcare Information..., Data Modeling, Performance Tuning, Weblogic, Unix
Education
University of Massachusetts Dartmouth 1989 — 1993
BSc., Physics
Independent Consultant January 2009 - Present
Dana Farber Cancer Institute December 2002 - October 2008
3PLEX.com 2000 - 2002
Clark University/XINTRA 1998 - 2002
Wellington Management 1999 - 2000
NEES 1998 - 1999
Nothern Essex community College 1996 - 1998
Bristol Community college 1995 - 1996
The Mathworks inc 1994 - 1996
Skills
ERP, Oracle, Data Warehousing, Database Administration, PL/SQL, Databases, Healthcare Information..., Data Modeling, Performance Tuning, Weblogic, Unix
Education
University of Massachusetts Dartmouth 1989 — 1993
BSc., Physics
Adam Siragusa's Wellington Management Experience October 2011 - Present
Job Experienced Financial Service Professional | MBA Candidate, Boston University | Investment Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
State Street July 2008 - October 2011
State Street June 2006 - July 2008
Merrill Lynch May 2003 - September 2004
Education
Boston University - Graduate School of Management 2012 — 2015
MBA Candidate 2015, Finance
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management October 2011 - Present
State Street July 2008 - October 2011
State Street June 2006 - July 2008
Merrill Lynch May 2003 - September 2004
Education
Boston University - Graduate School of Management 2012 — 2015
MBA Candidate 2015, Finance
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Nagesh Sarangapani's Wellington Management Experience April 2004 - Present
Job Lead Software engineer at wellington Management
Industry Financial Services
Experience
Wellington Management April 2004 - Present
Putnam Investments 1997 - 2002
Skills
Agile Methodologies, Market Data, SDLC, UML, Oracle, Software Project..., SOA, Enterprise Architecture, Unix, Spring, Data Modeling, Unix Shell Scripting, Data Warehousing, Java Enterprise Edition, PL/SQL
Education
University of Madras
Wellington Management April 2004 - Present
Putnam Investments 1997 - 2002
Skills
Agile Methodologies, Market Data, SDLC, UML, Oracle, Software Project..., SOA, Enterprise Architecture, Unix, Spring, Data Modeling, Unix Shell Scripting, Data Warehousing, Java Enterprise Edition, PL/SQL
Education
University of Madras
Venkat Katta's Wellington Management Experience March 2003 - Present
Job Vice President, Lead Systems Analyst at Wellington Management LLP
Industry Investment Management
Experience
Wellington Management March 2003 - Present
Skills
Requirements Analysis, Asset Management, Business Analysis, SDLC, SQL, Hedge Funds, Fixed Income, Trading Systems, Equities, Business Intelligence
Education
University of Massachusetts Dartmouth 2000 — 2003
M.S, Computer Eng.
Wellington Management March 2003 - Present
Skills
Requirements Analysis, Asset Management, Business Analysis, SDLC, SQL, Hedge Funds, Fixed Income, Trading Systems, Equities, Business Intelligence
Education
University of Massachusetts Dartmouth 2000 — 2003
M.S, Computer Eng.
Laura Hoult's Wellington Management Experience May 2008 - April 2015
Job Financial Services Leader | Product Development | Project Management | Business Management
Industry Financial Services
Experience
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Kelly Schoonover's Wellington Management Experience June 2001 - January 2005
Job Assistant Vice President at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management January 2005 - September 2010
Wellington Management June 2001 - January 2005
State Street 1997 - 2001
State Street Bank 1997 - 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, English
Acadian Asset Management January 2005 - September 2010
Wellington Management June 2001 - January 2005
State Street 1997 - 2001
State Street Bank 1997 - 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, English
Pramod Badgujar's Wellington Management Experience 2007 - 2011
Job Principal Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2012 - Present
Cognizant Technology Solutions May 2006 - December 2012
Wellington Management 2007 - 2011
i-flex solutions limited February 2004 - April 2006
Oracle Financial Services Software Ltd 2004 - 2006
Zenith Infotech December 2002 - February 2004
Saba software December 2001 - December 2001
Skills
SDLC, Software Project..., Oracle, Microsoft SQL Server, Database Design, Visual Basic, Shell Scripting, Linux, Requirements Analysis, PL/SQL, Performance Tuning, Solution Architecture, Security, Sybase, Data Warehousing, SOA, Databases, Enterprise Architecture, Data Modeling, Requirements Gathering, Java Enterprise Edition, ETL
Education
University of Mumbai 1995 — 1999
Bachelor of Engineering (B.E.), Instrumentation
Fidelity Investments December 2012 - Present
Cognizant Technology Solutions May 2006 - December 2012
Wellington Management 2007 - 2011
i-flex solutions limited February 2004 - April 2006
Oracle Financial Services Software Ltd 2004 - 2006
Zenith Infotech December 2002 - February 2004
Saba software December 2001 - December 2001
Skills
SDLC, Software Project..., Oracle, Microsoft SQL Server, Database Design, Visual Basic, Shell Scripting, Linux, Requirements Analysis, PL/SQL, Performance Tuning, Solution Architecture, Security, Sybase, Data Warehousing, SOA, Databases, Enterprise Architecture, Data Modeling, Requirements Gathering, Java Enterprise Edition, ETL
Education
University of Mumbai 1995 — 1999
Bachelor of Engineering (B.E.), Instrumentation
Siu-Ki Chan's Wellington Management Experience September 2001 - September 2002
Job Consultant BI & Database Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
Michael Hanus, CFA's Wellington Management Experience February 2008 - January 2012
Job Founder and Portfolio Manager at North Peak Asset Management
Industry Investment Management
Experience
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
Vadim Monisov's Wellington Management Experience April 2008 - Present
Job Client Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2008 - Present
Greenwich Associates May 2005 - April 2008
Skills
Equities
Education
UMass Boston 2010 — 2012
Master of Business Administration (MBA), Finance, General
Yeshiva University 2000 — 2004
Wellington Management April 2008 - Present
Greenwich Associates May 2005 - April 2008
Skills
Equities
Education
UMass Boston 2010 — 2012
Master of Business Administration (MBA), Finance, General
Yeshiva University 2000 — 2004
Emily A. Irving, CFE, CAMS, CCS's Wellington Management Experience January 2015 - Present
Job AVP, Vendor Risk & Oversight Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Pioneer Investments October 2012 - January 2015
The First Marblehead Corporation January 2011 - October 2012
First Marblehead Education Resources March 2006 - January 2011
Nashua Housing Authority May 2004 - March 2006
Riverside Community Care June 2002 - May 2004
University of Massachusetts Lowell 1999 - 2002
Skills
Certified Fraud Examiner, Skip Tracing, CAMS, Risk Management, CCS, Team Building, Program Management, Risk Assessment, Training, Data Analysis, Process Improvement, Customer Service, Vendor Management, Third Party Vendor..., Banking, Six Sigma, Performance Management, Management, Enterprise Risk..., Financial Risk, Cross-functional Team..., Internal Audit, Credit, Financial Services, Executive Management, Business Process..., Fraud, Analysis, Internal Controls, Financial Analysis, Due Diligence, Business Analysis, Portfolio Management, Call Centers
Education
University of Massachusetts at Lowell 2000 — 2002
Master of Arts, Criminal Justice
University of Massachusetts at Lowell
Bachelors of Arts & Sciences, Psychology
Wellington Management January 2015 - Present
Pioneer Investments October 2012 - January 2015
The First Marblehead Corporation January 2011 - October 2012
First Marblehead Education Resources March 2006 - January 2011
Nashua Housing Authority May 2004 - March 2006
Riverside Community Care June 2002 - May 2004
University of Massachusetts Lowell 1999 - 2002
Skills
Certified Fraud Examiner, Skip Tracing, CAMS, Risk Management, CCS, Team Building, Program Management, Risk Assessment, Training, Data Analysis, Process Improvement, Customer Service, Vendor Management, Third Party Vendor..., Banking, Six Sigma, Performance Management, Management, Enterprise Risk..., Financial Risk, Cross-functional Team..., Internal Audit, Credit, Financial Services, Executive Management, Business Process..., Fraud, Analysis, Internal Controls, Financial Analysis, Due Diligence, Business Analysis, Portfolio Management, Call Centers
Education
University of Massachusetts at Lowell 2000 — 2002
Master of Arts, Criminal Justice
University of Massachusetts at Lowell
Bachelors of Arts & Sciences, Psychology
Stephen McVay's Wellington Management Experience December 2011 - September 2014
Job M2 Capital LLC
Industry Investment Management
Experience
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
Jill Kacich's Wellington Management Experience Senior Compliance ManagerColumbia Management2000 - 2007
Job Compliance Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Anne Mahoney's Wellington Management Experience December 2009 - Present
Job Director of Investment Marketing
Industry Investment Management
Experience
Wellington Management December 2009 - Present
Wellington Management September 2006 - December 2009
Wellington Management January 1999 - September 2006
Scudder Investments January 1996 - January 1999
NatWest Markets February 1994 - January 1996
PanAgora Asset Management August 1994 - February 1995
Skills
Asset Managment, Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Journalism and English Literature
Wellington Management December 2009 - Present
Wellington Management September 2006 - December 2009
Wellington Management January 1999 - September 2006
Scudder Investments January 1996 - January 1999
NatWest Markets February 1994 - January 1996
PanAgora Asset Management August 1994 - February 1995
Skills
Asset Managment, Equities, Hedge Funds, Investments, Fixed Income, Portfolio Management, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Capital Markets, Financial Modeling
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Journalism and English Literature
Maggie McCurdy's Wellington Management Experience February 2012 - Present
Job Marketing Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2012 - Present
The Blackstone Group September 2008 - January 2012
State Street Back Bay October 2005 - September 2008
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Wellington Management February 2012 - Present
The Blackstone Group September 2008 - January 2012
State Street Back Bay October 2005 - September 2008
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Rony Najjar's Wellington Management Experience 2007 - Present
Job Senior Manager Business Consulting at Sapient
Industry Information Technology and Services
Experience
Sapient February 2008 - Present
Wellington Management 2007 - Present
Accenture Technology Solutions July 2007 - February 2008
River Logic November 2005 - July 2007
Bank of America March 2001 - November 2005
Skills
Analysis, C#, Management, Management Consulting, Oracle, Process Improvement, Risk Management, Unix
Education
University of Massachusetts Lowell
BS, Computer Science
Sapient February 2008 - Present
Wellington Management 2007 - Present
Accenture Technology Solutions July 2007 - February 2008
River Logic November 2005 - July 2007
Bank of America March 2001 - November 2005
Skills
Analysis, C#, Management, Management Consulting, Oracle, Process Improvement, Risk Management, Unix
Education
University of Massachusetts Lowell
BS, Computer Science
Alyssa Nazzaro's Wellington Management Experience August 2004 - Present
Job Client Service Analyst at Wellington Mangement Company
Industry Financial Services
Experience
Wellington Management August 2004 - Present
Education
University of Massachusetts Lowell 1999 — 2004
BS, Management, Marketing
Wellington Management August 2004 - Present
Education
University of Massachusetts Lowell 1999 — 2004
BS, Management, Marketing
Graziella Deschineau's Wellington Management Experience July 2002 - August 2005
Job Director, Project Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley January 2008 - July 2011
Morgan Stanley July 2006 - December 2007
Goldman Sachs September 2005 - June 2006
Wellington Management July 2002 - August 2005
Investors Bank & Trust July 2000 - July 2002
Skills
Financial Services, Project Management, Talent Management, Recruiting, Management, Coordinating Events, Account Management, Strategic Planning, Project Coordination, Diversity & Inclusion, Financial Analysis, Valuation, Investments, Equities, Leadership, Analysis, Finance, Business Analysis, Human Resources, Sales
Education
University of Massachusetts, Amherst 1995 — 2000
BA, Economics
University of Paris IV, Sorbonne University 1999 — 2000
Certificate of French Language and French Civilization, French Studies
Heather Gay's Wellington Management Experience 2007 - 2008
Job Owner at Tails of Boston
Industry Financial Services
Experience
Tails of Boston October 2008 - Present
Kaintuck Capital May 2008 - October 2008
Wellington Management 2007 - 2008
William Gallagher Associates 2002 - 2007
NETC March 2000 - September 2001
CIEE May 1997 - March 2000
Boston Institute of Intercultural Communication February 1995 - August 1997
Skills
Event Planning, Marketing
Education
University of Maine 1990 — 1994
BA, Spanish
Bucksport High School 1986 — 1990
Tails of Boston October 2008 - Present
Kaintuck Capital May 2008 - October 2008
Wellington Management 2007 - 2008
William Gallagher Associates 2002 - 2007
NETC March 2000 - September 2001
CIEE May 1997 - March 2000
Boston Institute of Intercultural Communication February 1995 - August 1997
Skills
Event Planning, Marketing
Education
University of Maine 1990 — 1994
BA, Spanish
Bucksport High School 1986 — 1990
Robert Pieroni's Wellington Management Experience 1995 - 1998
Job Vice President Director of Investment Operatons
Industry Investment Management
Experience
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Eaton Vance January 2015 - Present
Pioneer Investments January 2002 - November 2014
John Hancock 1998 - 2002
Wellington Management 1995 - 1998
Investors Bank & Trust 1987 - 1995
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Strategic Planning, Business Strategy, New Business Development, Acquisition Integration, Operations Management, Financial Analysis, Management, Asset Management, Investment Management, Finance, Portfolio Management, Equities
Education
University of New Hampshire 2010 — 2012
Executive MBA, Business Administration, 3.95
University of New Hampshire 1984 — 1987
Bachelors, Mathematics
Suzanne Romeo's Wellington Management Experience January 2015 - Present
Job Vice President, Investment Data, Derivatives, and Corporate Applications at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Wellington Management July 2012 - December 2014
Wellington Management January 2008 - June 2012
Wellington Management January 2006 - December 2007
Wellington Management July 2003 - December 2005
Wellington Management June 2001 - June 2003
Keane July 1998 - June 2001
Royal Bank of Canada September 1994 - July 1997
Skills
Vendor Management, Fund Administration, Portfolio Management, Corporate Actions, Trading Systems, SDLC, Electronic Trading, Financial Services, Business Analysis, Fixed Income
Education
Information Technology Institute (ITI) 1997 — 1998
AIT, Applied Information Technology
University of King's College 1989 — 1993
BA, Economics
Wellington Management January 2015 - Present
Wellington Management July 2012 - December 2014
Wellington Management January 2008 - June 2012
Wellington Management January 2006 - December 2007
Wellington Management July 2003 - December 2005
Wellington Management June 2001 - June 2003
Keane July 1998 - June 2001
Royal Bank of Canada September 1994 - July 1997
Skills
Vendor Management, Fund Administration, Portfolio Management, Corporate Actions, Trading Systems, SDLC, Electronic Trading, Financial Services, Business Analysis, Fixed Income
Education
Information Technology Institute (ITI) 1997 — 1998
AIT, Applied Information Technology
University of King's College 1989 — 1993
BA, Economics
John Rigazio's Wellington Management Experience April 2001 - October 2002
Job Principal Consultant at Eagle Investment Systems
Industry Investment Banking
Experience
Eagle Investment Systems October 2002 - Present
Wellington Management April 2001 - October 2002
Brown Brothers Harriman October 1989 - April 2001
Skills
Securities, Financial Services, Fixed Income
Education
University of New Hampshire 1985 — 1989
Bachelor of Arts, Communication
Eagle Investment Systems October 2002 - Present
Wellington Management April 2001 - October 2002
Brown Brothers Harriman October 1989 - April 2001
Skills
Securities, Financial Services, Fixed Income
Education
University of New Hampshire 1985 — 1989
Bachelor of Arts, Communication
Paul Fiore's Wellington Management Experience July 1997 - September 2000
Job Director of Operations at Lee Munder Capital Group
Industry Financial Services
Experience
Lee Munder Capital Group September 2000 - Present
Wellington Management July 1997 - September 2000
Scudder Stevens & Clark February 1990 - June 1997
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Alternative Investments, Microsoft Excel, Fixed Income, Due Diligence, Derivatives, Risk Management, Bloomberg
Education
University of Massachusetts Lowell 1982 — 1986
BS, Business Administration
Lee Munder Capital Group September 2000 - Present
Wellington Management July 1997 - September 2000
Scudder Stevens & Clark February 1990 - June 1997
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Alternative Investments, Microsoft Excel, Fixed Income, Due Diligence, Derivatives, Risk Management, Bloomberg
Education
University of Massachusetts Lowell 1982 — 1986
BS, Business Administration
John Veneri's Wellington Management Experience November 2005 - February 2006
Job Senior Technical Consultant at TCOM Networks
Industry Financial Services
Experience
TCOM Networks August 2014 - August 2015
Acadian Asset Management April 2011 - July 2014
HP Hood LLC September 2006 - January 2010
Wellington Management November 2005 - February 2006
Skills
Technical Support, Equities, Financial Services, Windows Server, Disaster Recovery, Fixed Income, Portfolio Management, Active Directory, Infrastructure, Microsoft Exchange, VMware, Windows 7
Education
University of Massachusetts Boston 1991 — 1995
bs, exercise phys
Saint John's Prep 1984 — 1988
TCOM Networks August 2014 - August 2015
Acadian Asset Management April 2011 - July 2014
HP Hood LLC September 2006 - January 2010
Wellington Management November 2005 - February 2006
Skills
Technical Support, Equities, Financial Services, Windows Server, Disaster Recovery, Fixed Income, Portfolio Management, Active Directory, Infrastructure, Microsoft Exchange, VMware, Windows 7
Education
University of Massachusetts Boston 1991 — 1995
bs, exercise phys
Saint John's Prep 1984 — 1988
Lily (Hoo) Martins's Wellington Management Experience November 2007 - May 2009
Job Executive Assistant
Industry Investment Management
Experience
Loomis, Sayles & Company June 2010 - August 2015
Loomis, Sayles & Company May 2009 - May 2010
Wellington Management November 2007 - May 2009
Massachusetts General Hospital June 2006 - August 2006
Skills
Event Planning, Microsoft Office, Event Management
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Communication
Loomis, Sayles & Company June 2010 - August 2015
Loomis, Sayles & Company May 2009 - May 2010
Wellington Management November 2007 - May 2009
Massachusetts General Hospital June 2006 - August 2006
Skills
Event Planning, Microsoft Office, Event Management
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Communication
Colleen A Shannon's Wellington Management Experience September 2014 - Present
Job Vice President and Manager, Client Facing Technology
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Wellington Management September 2013 - September 2014
Wellington Management September 2011 - August 2013
Wellington Management May 2000 - September 2011
First Data Investor Services Group 1998 - 2000
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Human Resource Management
Wellington Management September 2014 - Present
Wellington Management September 2013 - September 2014
Wellington Management September 2011 - August 2013
Wellington Management May 2000 - September 2011
First Data Investor Services Group 1998 - 2000
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Human Resource Management
Tim Everitt, CFA's Wellington Management Experience June 1995 - December 2008
Job ...
Industry Financial Services
Experience
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
TruMid Financial February 2015 - Present
Nomura Securities October 2011 - January 2015
UBS Investment Bank September 2009 - September 2011
Wellington Management June 1995 - December 2008
Scudder Investments 1990 - 1995
Skills
Trading, Fixed Income, Credit Derivatives, Capital Markets, Credit, Valuation, Series 24, Series 7, CFA
Education
University of Colorado Boulder 1986 — 1990
B.A., Central and Eastern European Affairs
Sabrina Young's Wellington Management Experience January 2015 - Present
Job AVP at JPMorgan
Industry Financial Services
Experience
Wellington Management January 2015 - Present
J.P. Morgan April 2013 - January 2015
J.P. Morgan April 2010 - April 2013
J.P. Morgan April 2008 - April 2010
J.P. Morgan May 2007 - April 2008
J.P. Morgan September 2006 - May 2007
State Street September 2005 - September 2006
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 2001 — 2005
Hospitality and Tourism Management
Wellington Management January 2015 - Present
J.P. Morgan April 2013 - January 2015
J.P. Morgan April 2010 - April 2013
J.P. Morgan April 2008 - April 2010
J.P. Morgan May 2007 - April 2008
J.P. Morgan September 2006 - May 2007
State Street September 2005 - September 2006
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 2001 — 2005
Hospitality and Tourism Management
Maureen Pettirossi's Wellington Management Experience 2013 - Present
Job Assoc. Director, Global Equity Portfolio Mgmt at Wellington Management
Industry Financial Services
Experience
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
Shivnath Shankar's Wellington Management Experience 2005 - 2006
Job Java Tech Lead at Plymouth Rock Assurance
Industry Information Services
Experience
Plymouth Rock Assurance September 2009 - Present
Harvard Pilgrim Health Care 2011 - 2011
Harvard Pilgrim Health Care 2011 - 2011
Fidelity Investments August 2006 - October 2009
Wellington Management 2005 - 2006
ACI Worldwide 1999 - 2003
Fidelity Investments October 1997 - September 1999
Skills
Java Enterprise Edition, Spring
Education
University of Detroit Mercy 1994 — 1996
Master's, management
University of Mysore
Plymouth Rock Assurance September 2009 - Present
Harvard Pilgrim Health Care 2011 - 2011
Harvard Pilgrim Health Care 2011 - 2011
Fidelity Investments August 2006 - October 2009
Wellington Management 2005 - 2006
ACI Worldwide 1999 - 2003
Fidelity Investments October 1997 - September 1999
Skills
Java Enterprise Edition, Spring
Education
University of Detroit Mercy 1994 — 1996
Master's, management
University of Mysore
David Southwick's Wellington Management Experience 1998 - 2003
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Olmstead Associates February 2011 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2010
Wellington Management 1998 - 2003
Skills
Software Project..., Certified Project..., Business Intelligence, Program Management, Vendor Management, PMO, Business Analysis, Requirements Gathering, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Analysis, Resource Management, Project Management, SDLC
Education
Pingree School
University of Massachusetts, Amherst
Olmstead Associates February 2011 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2010
Wellington Management 1998 - 2003
Skills
Software Project..., Certified Project..., Business Intelligence, Program Management, Vendor Management, PMO, Business Analysis, Requirements Gathering, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Analysis, Resource Management, Project Management, SDLC
Education
Pingree School
University of Massachusetts, Amherst
Vipul Kamani's Wellington Management Experience January 2013 - April 2013
Job Founder and Architect
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts 2013 - Present
MDMPROCESSES INC June 2013 - Present
Summit International Inc February 1996 - December 2013
Wellington Management January 2013 - April 2013
PAREXEL Inc February 2012 - November 2012
Fidelity Investments July 1996 - November 2011
Smart Storage Inc May 1993 - June 1996
Skills
Asset Managment, Trading System, Business Rules, SDLC, Agile Methodologies, Data Warehousing, Enterprise Architecture, SOA, Oracle, Requirements Analysis, Software Project..., Integration, ETL, Business Analysis, Strategy, Java Enterprise Edition, Data Modeling, Vendor Management, Asset Management, Informatica, Database Design, Databases, SharePoint, Software Development, Requirements Gathering, Analysis, Enterprise Software, Management, Consulting, SQL, Leadership, Business Intelligence
Education
University of Massachusetts at Lowell 1992 — 1993
M.S, Computer Science
RAIT
RAIT
Blue Cross Blue Shield of Massachusetts 2013 - Present
MDMPROCESSES INC June 2013 - Present
Summit International Inc February 1996 - December 2013
Wellington Management January 2013 - April 2013
PAREXEL Inc February 2012 - November 2012
Fidelity Investments July 1996 - November 2011
Smart Storage Inc May 1993 - June 1996
Skills
Asset Managment, Trading System, Business Rules, SDLC, Agile Methodologies, Data Warehousing, Enterprise Architecture, SOA, Oracle, Requirements Analysis, Software Project..., Integration, ETL, Business Analysis, Strategy, Java Enterprise Edition, Data Modeling, Vendor Management, Asset Management, Informatica, Database Design, Databases, SharePoint, Software Development, Requirements Gathering, Analysis, Enterprise Software, Management, Consulting, SQL, Leadership, Business Intelligence
Education
University of Massachusetts at Lowell 1992 — 1993
M.S, Computer Science
RAIT
RAIT
Craig Wightman's Wellington Management Experience October 2005 - Present
Job AVP, Senior Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2005 - Present
Investors Bank & Trust September 2001 - October 2005
Wellington Management September 2000 - September 2001
PFPC June 1997 - September 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Securities, Financial Services, Back Office, Alternative Investments, Business Analysis, Equity Derivatives, Fund Administration, Vendor Management, Swaps, Requirements Analysis, SQL, Process Improvement, Project Management, Data Warehousing, Integration, Business Process, Change Management, Middle Office
Education
University of Massachusetts Boston 1995 — 1997
BA, Economics
Wellington Management October 2005 - Present
Investors Bank & Trust September 2001 - October 2005
Wellington Management September 2000 - September 2001
PFPC June 1997 - September 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Securities, Financial Services, Back Office, Alternative Investments, Business Analysis, Equity Derivatives, Fund Administration, Vendor Management, Swaps, Requirements Analysis, SQL, Process Improvement, Project Management, Data Warehousing, Integration, Business Process, Change Management, Middle Office
Education
University of Massachusetts Boston 1995 — 1997
BA, Economics
Sandip Devade's Wellington Management Experience January 2013 - Present
Job Consultant QA Lead at Wellington Management
Industry Computer Software
Experience
Wellington Management January 2013 - Present
Fidelity Investments April 2005 - January 2013
iGATE-Patni January 2005 - January 2013
Skills
Quality Assurance, Manual Testing, Test Planning, Web Services, Advanced Query Tool, Quality Center, Kintana, Brio Query, SoapUI, Test Scenarios, Test Cases, Test Estimation, Defect Tracking, Defect Life Cycle, QTP, HP Quality Center, SDLC, XML
Education
University of Mumbai 2001 — 2004
Bachelor of Engineering (B.E.), Computer, First
Wellington Management January 2013 - Present
Fidelity Investments April 2005 - January 2013
iGATE-Patni January 2005 - January 2013
Skills
Quality Assurance, Manual Testing, Test Planning, Web Services, Advanced Query Tool, Quality Center, Kintana, Brio Query, SoapUI, Test Scenarios, Test Cases, Test Estimation, Defect Tracking, Defect Life Cycle, QTP, HP Quality Center, SDLC, XML
Education
University of Mumbai 2001 — 2004
Bachelor of Engineering (B.E.), Computer, First
Parasuraman R's Wellington Management Experience October 2012 - May 2013
Job DBA at Omgeo
Industry Computer Software
Experience
Omgeo June 2013 - Present
Wellington Management October 2012 - May 2013
CIBER, Inc. April 2009 - October 2012
IPsoft April 2009 - April 2009
Microland March 2008 - April 2009
Computer Associates, India January 2005 - March 2008
Nipuna Services Limited June 2004 - January 2005
Skills
Oracle EM cloud control..., Oracle Goldengate 11.1, Cloud Computing, PL/SQL, Oracle Enterprise..., Oracle, Storage, Solaris, PMP, System Administration, Oracle RAC
Education
University of Madras 1999 — 2003
BE, computers
Omgeo June 2013 - Present
Wellington Management October 2012 - May 2013
CIBER, Inc. April 2009 - October 2012
IPsoft April 2009 - April 2009
Microland March 2008 - April 2009
Computer Associates, India January 2005 - March 2008
Nipuna Services Limited June 2004 - January 2005
Skills
Oracle EM cloud control..., Oracle Goldengate 11.1, Cloud Computing, PL/SQL, Oracle Enterprise..., Oracle, Storage, Solaris, PMP, System Administration, Oracle RAC
Education
University of Madras 1999 — 2003
BE, computers
Robert Cody's Wellington Management Experience June 2008 - August 2008
Job Closer/Sub Servicing Operations and Training at Provident Funding Associates L.P.
Industry Financial Services
Experience
Provident Funding Associates L.P. April 2013 - Present
Provident Funding Associates L.P. March 2013 - Present
Provident Funding Associates L.P. August 2010 - Present
Provident Funding Associates L.P. September 2011 - March 2012
Provident Funding Associates L.P. March 2011 - September 2011
Provident Funding Associates L.P. September 2010 - March 2011
State Street Bank and Trust Co July 2009 - August 2010
Wellington Management June 2008 - August 2008
LKQ Corporation September 2003 - September 2005
Skills
Outlook, Microsoft Office, Mortgage Lending, PowerPoint, Loans, Credit, Derivatives, Accounting, Customer Service, Mortgage Banking, Finance, Mortgage Servicing, Microsoft Excel, Loan Servicing, Microsoft Word, Loss Mitigation, Financial Reporting, Insurance, Portfolio Management, Consumer Lending, Mutual Funds, Refinance
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (BS), Finance, General
2005-2009University of Massachusetts at
BSBA, Finance and Marketing
Provident Funding Associates L.P. April 2013 - Present
Provident Funding Associates L.P. March 2013 - Present
Provident Funding Associates L.P. August 2010 - Present
Provident Funding Associates L.P. September 2011 - March 2012
Provident Funding Associates L.P. March 2011 - September 2011
Provident Funding Associates L.P. September 2010 - March 2011
State Street Bank and Trust Co July 2009 - August 2010
Wellington Management June 2008 - August 2008
LKQ Corporation September 2003 - September 2005
Skills
Outlook, Microsoft Office, Mortgage Lending, PowerPoint, Loans, Credit, Derivatives, Accounting, Customer Service, Mortgage Banking, Finance, Mortgage Servicing, Microsoft Excel, Loan Servicing, Microsoft Word, Loss Mitigation, Financial Reporting, Insurance, Portfolio Management, Consumer Lending, Mutual Funds, Refinance
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (BS), Finance, General
2005-2009University of Massachusetts at
BSBA, Finance and Marketing
Jeff Schlehuber's Wellington Management Experience April 2010 - Present
Job Unix Support Engineer, Wellington Management
Industry Information Technology and Services
Experience
Wellington Management April 2010 - Present
Sun Microsystems 2006 - 2009
Storagetek/Storability 2002 - 2006
StorageNetworks 1999 - 2001
Versyss Corporation 1996 - 1997
Education
University of Massachusetts, Amherst 1988 — 1993
BA
Wellington Management April 2010 - Present
Sun Microsystems 2006 - 2009
Storagetek/Storability 2002 - 2006
StorageNetworks 1999 - 2001
Versyss Corporation 1996 - 1997
Education
University of Massachusetts, Amherst 1988 — 1993
BA
Marcella Belsan, CFA's Wellington Management Experience April 2015 - Present
Job Managing Director & Senior Manager, Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Wellington Management January 2007 - December 2011
Wellington Management 2000 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science
Wellington Management April 2015 - Present
Wellington Management January 2007 - December 2011
Wellington Management 2000 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science
Julia (Delich) O'Brien's Wellington Management Experience August 2007 - December 2008
Job Senior Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates October 2010 - Present
Wellington Management August 2007 - December 2008
ING Clarion June 2006 - August 2006
Deutsche Bank October 2002 - July 2004
University of Denver Ski Team 1998 - 2002
Canadian National Ski Team 1997 - 1998
British Columbia Ski Team 1994 - 1997
Skills
Investments, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Allocation
Education
Yale University - Yale School of Management 2005 — 2007
MBA
University of Denver 1998 — 2002
BSBA, International Business
Fernie Secondary School 1992 — 1996
Cambridge Associates October 2010 - Present
Wellington Management August 2007 - December 2008
ING Clarion June 2006 - August 2006
Deutsche Bank October 2002 - July 2004
University of Denver Ski Team 1998 - 2002
Canadian National Ski Team 1997 - 1998
British Columbia Ski Team 1994 - 1997
Skills
Investments, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Allocation
Education
Yale University - Yale School of Management 2005 — 2007
MBA
University of Denver 1998 — 2002
BSBA, International Business
Fernie Secondary School 1992 — 1996
Dean Beresford's Wellington Management Experience January 2009 - June 2009
Job Senior Vice President at State Street Corporation
Industry Investment Management
Experience
State Street Corporation 2009 - Present
Wellington Management January 2009 - June 2009
Wellington Management July 2007 - January 2009
Wellington Management April 2005 - July 2007
Wellington Management January 2000 - April 2005
Wellington Management June 1998 - January 2000
Putnam Investments September 1997 - June 1998
Putnam Investments April 1995 - September 1997
Putnam Investments October 1993 - April 1995
Putnam Investments August 1992 - October 1993
Education
University of Massachusetts Boston
BS, Business
State Street Corporation 2009 - Present
Wellington Management January 2009 - June 2009
Wellington Management July 2007 - January 2009
Wellington Management April 2005 - July 2007
Wellington Management January 2000 - April 2005
Wellington Management June 1998 - January 2000
Putnam Investments September 1997 - June 1998
Putnam Investments April 1995 - September 1997
Putnam Investments October 1993 - April 1995
Putnam Investments August 1992 - October 1993
Education
University of Massachusetts Boston
BS, Business
Sreenath Sundararaj's Wellington Management Experience May 2009 - July 2009
Job Sr Consultant Agile Enterprise Solutions
Industry Information Technology and Services
Experience
Infosys June 2015 - Present
Wipro November 2014 - April 2015
WIPRO Technologies Ltd August 2014 - November 2014
WIPRO Technologies July 2013 - July 2014
Novartis April 2012 - July 2014
Novartis September 2009 - March 2012
Wellington Management May 2009 - July 2009
NxPro September 2007 - November 2007
AT&T Global Services January 2005 - August 2007
JPMorgan Chase May 2001 - September 2001
Skills
Enterprise User Security, Web Application Security, Data Security, Application Security, Federated Identity..., Web Services API, Enterprise Software
Education
University of Mysore 1982 — 1986
BE, Mechanical
Infosys June 2015 - Present
Wipro November 2014 - April 2015
WIPRO Technologies Ltd August 2014 - November 2014
WIPRO Technologies July 2013 - July 2014
Novartis April 2012 - July 2014
Novartis September 2009 - March 2012
Wellington Management May 2009 - July 2009
NxPro September 2007 - November 2007
AT&T Global Services January 2005 - August 2007
JPMorgan Chase May 2001 - September 2001
Skills
Enterprise User Security, Web Application Security, Data Security, Application Security, Federated Identity..., Web Services API, Enterprise Software
Education
University of Mysore 1982 — 1986
BE, Mechanical
Rob Eberhardt's Wellington Management Experience June 1994 - Present
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 1994 - Present
Skills
SDLC, Vendor Management, Asset Management, Financial Services, Business Analysis, Trading Systems, Disaster Recovery, Fixed Income, Bloomberg, SharePoint, Microsoft SQL Server, Equities, Hedge Funds, Portfolio Management
Education
University of New Hampshire 1988 — 1992
BS, Communications
Wellington Management June 1994 - Present
Skills
SDLC, Vendor Management, Asset Management, Financial Services, Business Analysis, Trading Systems, Disaster Recovery, Fixed Income, Bloomberg, SharePoint, Microsoft SQL Server, Equities, Hedge Funds, Portfolio Management
Education
University of New Hampshire 1988 — 1992
BS, Communications
Amanda Ung's Wellington Management Experience September 2007 - August 2013
Job U.S. Institutional Corporate Marketing Regional Coordinator Boston
Industry Investment Management
Experience
Barclays May 2014 - Present
Wellington Management September 2007 - August 2013
Wellington Management April 2007 - August 2007
UMass Boston September 2005 - February 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Conference Coordination, Event Management, Executive Calendar..., Business Travel, Project Coordination, Concur, Customer Service, English, Research, Public Speaking, Adobe
Education
University of Massachusetts Boston 2002 — 2006
Psychology
Barclays May 2014 - Present
Wellington Management September 2007 - August 2013
Wellington Management April 2007 - August 2007
UMass Boston September 2005 - February 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Conference Coordination, Event Management, Executive Calendar..., Business Travel, Project Coordination, Concur, Customer Service, English, Research, Public Speaking, Adobe
Education
University of Massachusetts Boston 2002 — 2006
Psychology
Kristin Treacy's Wellington Management Experience Fund AccountantChase Global Funds Services1994 - 1998
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management Fund AccountantChase Global Funds Services1994 - 1998
Education
University of Massachusetts, Amherst 1990 — 1994
BA
Wellington Management Fund AccountantChase Global Funds Services1994 - 1998
Education
University of Massachusetts, Amherst 1990 — 1994
BA
Harish Pandey's Wellington Management Experience 2013 - 2014
Job Ass. Operations Manager ITISMiddleware Administration
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions December 2010 - Present
Wellington Management 2013 - 2014
Cognizant Technology Solutions December 2009 - April 2012
Cognizant Technology Solutions 2010 - 2011
ADP India 2008 - 2010
ACE Software Solution April 2007 - August 2008
ACE Software Solutions 2007 - 2008
Skills
Requirements Analysis, Integration, PL/SQL, Websphere, Middleware, SDLC, Oracle, Business Analysis, Software Project..., Unix, Requirements Gathering, ITIL, User Acceptance Testing, SQL, Vendor Management, Agile Methodologies, Web Services, Microsoft SQL Server, Enterprise Architecture, Unix Shell Scripting, Java, Telecommunications, Linux, Tomcat, IT Operations, Project Delivery, Solaris
Education
Birla Institute of Technology and Management Studies 2004 — 2006
MSc.(Information Technology), Information Technology
University of Mumbai 2001 — 2006
Master of Science (M.Sc.), Information Technology
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions December 2010 - Present
Wellington Management 2013 - 2014
Cognizant Technology Solutions December 2009 - April 2012
Cognizant Technology Solutions 2010 - 2011
ADP India 2008 - 2010
ACE Software Solution April 2007 - August 2008
ACE Software Solutions 2007 - 2008
Skills
Requirements Analysis, Integration, PL/SQL, Websphere, Middleware, SDLC, Oracle, Business Analysis, Software Project..., Unix, Requirements Gathering, ITIL, User Acceptance Testing, SQL, Vendor Management, Agile Methodologies, Web Services, Microsoft SQL Server, Enterprise Architecture, Unix Shell Scripting, Java, Telecommunications, Linux, Tomcat, IT Operations, Project Delivery, Solaris
Education
Birla Institute of Technology and Management Studies 2004 — 2006
MSc.(Information Technology), Information Technology
University of Mumbai 2001 — 2006
Master of Science (M.Sc.), Information Technology
Kesav Valluru's Wellington Management Experience October 2011 - Present
Job Sr. Software Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Jay Shoaie's Wellington Management Experience July 2011 - Present
Job Derivative Valuations Analyst
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Putnam Investments April 2008 - July 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Finance
Wellington Management July 2011 - Present
Putnam Investments April 2008 - July 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Finance
Jean Rutan's Wellington Management Experience March 2007 - Present
Job Administrative Assistant at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2007 - Present
Mercer 2004 - 2007
Education
University of Connecticut 1994 — 1998
BA, English
Wellington Management March 2007 - Present
Mercer 2004 - 2007
Education
University of Connecticut 1994 — 1998
BA, English
Jeet Rehal's Wellington Management Experience August 2014 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2014 - Present
JPMorgan Chase July 2013 - August 2014
State Street October 2010 - July 2013
Skills
Bloomberg, Financial Analysis, Business Analysis, Access, Accounting, Analysis, Risk Management, Financial Services, Financial Reporting, Banking, Microsoft Excel, Process Improvement
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
Wellington Management August 2014 - Present
JPMorgan Chase July 2013 - August 2014
State Street October 2010 - July 2013
Skills
Bloomberg, Financial Analysis, Business Analysis, Access, Accounting, Analysis, Risk Management, Financial Services, Financial Reporting, Banking, Microsoft Excel, Process Improvement
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
Deborah Daly, CFA's Wellington Management Experience 2007 - February 2011
Job Independent Investment Professional
Industry Investment Management
Experience
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Farick Barook's Wellington Management Experience July 2007 - April 2009
Job Network Consultant at RCS
Industry Computer Networking
Experience
Staples Inc October 2012 - Present
Scope International August 2011 - September 2012
Wellington Management July 2007 - April 2009
Skills
Data Center, Firewalls, Load Balancing, CCNP, OSPF, BGP, Juniper, Cisco Nexus, ASA, F5 BigIP, TCP/IP, IPSec, CCNA, Cisco IOS, Cisco Technologies, EIGRP, Network Design, Networking, Routers, Routing, Switches, VPN, Juniper Technologies
Education
University of Madras 1994 — 1997
Bachelor of Electronic Science, Electronic Science
Staples Inc October 2012 - Present
Scope International August 2011 - September 2012
Wellington Management July 2007 - April 2009
Skills
Data Center, Firewalls, Load Balancing, CCNP, OSPF, BGP, Juniper, Cisco Nexus, ASA, F5 BigIP, TCP/IP, IPSec, CCNA, Cisco IOS, Cisco Technologies, EIGRP, Network Design, Networking, Routers, Routing, Switches, VPN, Juniper Technologies
Education
University of Madras 1994 — 1997
Bachelor of Electronic Science, Electronic Science
Cynthia Amos's Wellington Management Experience 1989 - 2003
Job Employed at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones Investments February 2010 - Present
Wellington Management 1989 - 2003
Skills
Microsoft Office, Excel, Problem Solving, Great phone voice, People Person, Duchess of Decoration, Fine Art..., Superb Hostess
Education
University of Massachusetts Boston 1974 — 1978
BS, Chemistry/Physics
Elkhart High School 1969 — 1972
Edward Jones Investments February 2010 - Present
Wellington Management 1989 - 2003
Skills
Microsoft Office, Excel, Problem Solving, Great phone voice, People Person, Duchess of Decoration, Fine Art..., Superb Hostess
Education
University of Massachusetts Boston 1974 — 1978
BS, Chemistry/Physics
Elkhart High School 1969 — 1972
Mathew Jakobsons's Wellington Management Experience April 2012 - Present
Job Regulatory Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Wellington Management June 2011 - April 2012
American Legacy Foundation September 2010 - December 2010
COCO+CO. July 2010 - August 2010
Education
The University of Connecticut 2007 — 2011
BA, Consumer Behavior
Wellington Management April 2012 - Present
Wellington Management June 2011 - April 2012
American Legacy Foundation September 2010 - December 2010
COCO+CO. July 2010 - August 2010
Education
The University of Connecticut 2007 — 2011
BA, Consumer Behavior
Edwin Enrique Irizarry's Wellington Management Experience March 2007 - March 2010
Job Sr Help Desk Technician at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology March 2014 - Present
Turbine September 2013 - February 2014
Dunkin Brand August 2010 - September 2011
Wellington Management March 2007 - March 2010
BT Conferencing February 2005 - March 2007
State Street Bank January 2004 - February 2005
Skills
Windows, Customer Service, Internet Explorer, RSA SecurID, VPN, BMC Remedy, Microsoft Office, Technical Support, Help Desk Support
Education
University of Massachusetts Dartmouth 1991 — 1993
Computer Information Systems
Braintree High School 1987 — 1991
General Dynamics Information Technology March 2014 - Present
Turbine September 2013 - February 2014
Dunkin Brand August 2010 - September 2011
Wellington Management March 2007 - March 2010
BT Conferencing February 2005 - March 2007
State Street Bank January 2004 - February 2005
Skills
Windows, Customer Service, Internet Explorer, RSA SecurID, VPN, BMC Remedy, Microsoft Office, Technical Support, Help Desk Support
Education
University of Massachusetts Dartmouth 1991 — 1993
Computer Information Systems
Braintree High School 1987 — 1991
Michael DeNorscia's Wellington Management Experience December 1998 - November 2001
Job Senior Investment Operations Professional
Industry Financial Services
Experience
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Matthew DeFauw's Wellington Management Experience December 2000 - May 2002
Job Manager, Business Systems Analyst at Sequenom, Inc.
Industry Information Technology and Services
Experience
Sequenom, Inc. July 2015 - Present
Sequenom, Inc. January 2014 - July 2015
Kforce May 2013 - January 2014
N/A August 2012 - February 2013
PROVEN, Inc. January 2012 - August 2012
ChiBoSan Consulting, LLC November 2007 - January 2012
Biogen Idec January 2010 - August 2011
Biogen Idec July 2002 - January 2010
KEANE, INC July 1998 - October 2007
Wellington Management December 2000 - May 2002
Skills
Siebel, Salesforce.com, CRM, Oracle Financial, Business Analysis, Vendor Management, Process Improvement, Project Management, Integration, SharePoint, Software Documentation, SDLC, Requirements Analysis, SQL, Oracle, IT Strategy, Troubleshooting, Databases, Enterprise Software
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Business Administration
Sequenom, Inc. July 2015 - Present
Sequenom, Inc. January 2014 - July 2015
Kforce May 2013 - January 2014
N/A August 2012 - February 2013
PROVEN, Inc. January 2012 - August 2012
ChiBoSan Consulting, LLC November 2007 - January 2012
Biogen Idec January 2010 - August 2011
Biogen Idec July 2002 - January 2010
KEANE, INC July 1998 - October 2007
Wellington Management December 2000 - May 2002
Skills
Siebel, Salesforce.com, CRM, Oracle Financial, Business Analysis, Vendor Management, Process Improvement, Project Management, Integration, SharePoint, Software Documentation, SDLC, Requirements Analysis, SQL, Oracle, IT Strategy, Troubleshooting, Databases, Enterprise Software
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Business Administration
Michael Ruvido's Wellington Management Experience May 2005 - Present
Job Investment Operations Specialist at Wellington Management
Industry
Experience
Wellington Management May 2005 - Present
Investors Bank & Trust - Now State Street Bank January 2001 - April 2005
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Economics
Wellington Management May 2005 - Present
Investors Bank & Trust - Now State Street Bank January 2001 - April 2005
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Economics
Anthony Provanzano, CFA's Wellington Management Experience January 2008 - Present
Job Assistant Vice President, Performance, Wellington Management
Industry Investment Management
Experience
Wellington Management January 2008 - Present
The Tetra Companies, LLC June 2006 - January 2008
Federal Reserve Bank of Boston November 2005 - June 2006
Liberty Street Asset Management May 2004 - December 2004
Wellington Management July 2000 - July 2003
Skills
Alternative Investments, Asset Allocation, Finance, Investments, Mutual Funds
Education
University of Georgia - Terry College of Business 2003 — 2005
MBA, Finance
University of Notre Dame 1997 — 2000
BBA, Finance and Economics
Wellington Management January 2008 - Present
The Tetra Companies, LLC June 2006 - January 2008
Federal Reserve Bank of Boston November 2005 - June 2006
Liberty Street Asset Management May 2004 - December 2004
Wellington Management July 2000 - July 2003
Skills
Alternative Investments, Asset Allocation, Finance, Investments, Mutual Funds
Education
University of Georgia - Terry College of Business 2003 — 2005
MBA, Finance
University of Notre Dame 1997 — 2000
BBA, Finance and Economics
Andrea Xu's Wellington Management Experience May 2014 - Present
Job Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Wellington Management May 2014 - Present
JPMorgan Chase May 2012 - December 2013
Fidelity Investments August 2006 - April 2012
Fidelity Investments June 2006 - June 2009
Investors Bank and Trust February 2006 - August 2006
State Street Bank and Trust Company June 2005 - February 2006
State Street Bank and Trust Company July 2004 - June 2005
Tufts University Finance Department October 2003 - June 2004
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Accounting and Finance
Dallas Kennedy-Sita's Wellington Management Experience January 2007 - Present
Job Operational Services Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, Budgets
Education
University of New Hampshire 1995 — 2000
Wellington Management January 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, Budgets
Education
University of New Hampshire 1995 — 2000
Rozarta Donovan's Wellington Management Experience 2013 - Present
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2013 - Present
Wellington Management 2008 - 2013
State Street 2003 - 2008
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Investment Management, Asset Allocation, Derivatives, Investments, Valuation
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (BA), Economics and Political Science, 3.5
Wellington Management 2013 - Present
Wellington Management 2008 - 2013
State Street 2003 - 2008
Skills
Bloomberg, Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Investment Management, Asset Allocation, Derivatives, Investments, Valuation
Education
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts (BA), Economics and Political Science, 3.5
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC