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
Thomas Londergan Thomas Londergan's Wellington Management Experience July 2015 - Present
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Knights of Columbus Pool May 2009 - August 2012
Skills
Bloomberg, Financial Modeling, VBA, Statistics, Financial Reporting, Quantitative Analytics, Valuation, Analysis, Microsoft Excel, Account Reconciliation
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration, Finance and Economics
Boston College High School 2007 — 2011
Wellington Management July 2015 - Present
MFS Investment Management June 2014 - August 2014
MFS Investment Management June 2013 - August 2013
Knights of Columbus Pool May 2009 - August 2012
Skills
Bloomberg, Financial Modeling, VBA, Statistics, Financial Reporting, Quantitative Analytics, Valuation, Analysis, Microsoft Excel, Account Reconciliation
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration, Finance and Economics
Boston College High School 2007 — 2011
Molly Bogan Molly Bogan's Wellington Management Experience April 2012 - July 2013
Job VP, Head of Compensation at Hartford Funds
Industry Investment Management
Experience
Hartford Funds July 2013 - Present
Wellington Management April 2012 - July 2013
Janus Capital Group October 2003 - April 2012
Symphony IRI Group September 1997 - September 2003
Peace Corps June 1996 - August 1997
Capital One April 1994 - May 1996
Education
University of Richmond 1989 — 1993
BA, History
Hartford Funds July 2013 - Present
Wellington Management April 2012 - July 2013
Janus Capital Group October 2003 - April 2012
Symphony IRI Group September 1997 - September 2003
Peace Corps June 1996 - August 1997
Capital One April 1994 - May 1996
Education
University of Richmond 1989 — 1993
BA, History
David Rittner, CFA David Rittner, CFA's Wellington Management Experience August 2015 - Present
Job Fixed Income Portfolio Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Dan Riff's Wellington Management Experience January 2013 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2013 - Present
Janus Capital Group December 2012 - January 2013
Start Ups and Small Businesses July 1998 - May 2002
Integral, Inc June 1994 - June 1998
Skills
Financial analysis, Equity valuation, Strategic planning, Business planning, Marketing Strategy, Direct Marketing, Budget Development, Capital Allocation, Management Consulting, Stock Picking, Negotiation, Management interviewing, Earnings quality..., Metrics and incentive..., Equity Valuation, Strategic Planning, Asset Management, Business Planning, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration, Finance, with Honors
Williams College 1990 — 1994
Bachelor of Arts, Magna Cum Laude, Economics
Wellington Management January 2013 - Present
Janus Capital Group December 2012 - January 2013
Start Ups and Small Businesses July 1998 - May 2002
Integral, Inc June 1994 - June 1998
Skills
Financial analysis, Equity valuation, Strategic planning, Business planning, Marketing Strategy, Direct Marketing, Budget Development, Capital Allocation, Management Consulting, Stock Picking, Negotiation, Management interviewing, Earnings quality..., Metrics and incentive..., Equity Valuation, Strategic Planning, Asset Management, Business Planning, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration, Finance, with Honors
Williams College 1990 — 1994
Bachelor of Arts, Magna Cum Laude, Economics
Catherine Arnold Catherine Arnold's Wellington Management Experience May 2013 - Present
Job Managing Director at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Kevin Whelan, CFA, CPA's Wellington Management Experience 1999 - 2000
Job Managing Director at Beacon Capital Partners
Industry Real Estate
Experience
Beacon Capital Partners November 2007 - Present
Absolute Return Capital (Bain Capital) January 2006 - November 2007
Bain Capital July 2002 - December 2005
CCBN 2000 - 2002
Wellington Management 1999 - 2000
The Boston Consulting Group 1994 - 1999
Arthur Andersen & Co. 1991 - 1994
Education
University of Notre Dame 1987 — 1991
BBA, Accounting
Beacon Capital Partners November 2007 - Present
Absolute Return Capital (Bain Capital) January 2006 - November 2007
Bain Capital July 2002 - December 2005
CCBN 2000 - 2002
Wellington Management 1999 - 2000
The Boston Consulting Group 1994 - 1999
Arthur Andersen & Co. 1991 - 1994
Education
University of Notre Dame 1987 — 1991
BBA, Accounting
Jack Whalen Jack Whalen's Wellington Management Experience September 2014 - Present
Job
Industry
Experience
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Wellington Management September 2014 - Present
Wellington Management August 2012 - April 2014
Wellington Management January 2007 - August 2012
E*TRADE Financial 2005 - 2007
Investors Bank & Trust 2003 - 2005
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1995 - 1999
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Giuliana Loukas's Wellington Management Experience October 2011 - Present
Job Finance
Industry Investment Management
Experience
Wellington Management October 2011 - Present
Skills
Event Management, Contemporary Art
Education
Sotheby's Institute of Art, London 2007 — 2009
Masters, Contemporary Art
University of Pennsylvania 2003 — 2007
BA, Art History
The Winsor School
Wellington Management October 2011 - Present
Skills
Event Management, Contemporary Art
Education
Sotheby's Institute of Art, London 2007 — 2009
Masters, Contemporary Art
University of Pennsylvania 2003 — 2007
BA, Art History
The Winsor School
Barbara Cona Amone Barbara Cona Amone's Wellington Management Experience September 2010 - Present
Job Chief Human Resources Officer at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Karen Frost's Wellington Management Experience 2006 - 2009
Job Director of Finance and Administration at Boston Lyric Opera
Industry Nonprofit Organization Management
Experience
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
Schuyler Reece, CFA Schuyler Reece, CFA's Wellington Management Experience November 2014 - Present
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
Wellington Management November 2014 - Present
GW&K Investment Management March 2012 - October 2014
GW&K Investment Management July 2011 - February 2012
GW&K Investment Management May 2009 - June 2011
GW&K Investment Management December 2007 - April 2009
Canaccord Genuity Inc. June 2006 - August 2006
Iron Mountain June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Bonds, Investment Banking, Trading, Asset Management, Investment Strategies, High Yield, Investment Management, Credit
Education
University of Pennsylvania 2003 — 2007
B.A., Classical Studies
Hayley Tran's Wellington Management Experience July 2007 - Present
Job Research Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2007 - Present
Lehman Brothers July 2006 - October 2006
Skills
Hedge Funds, Equities, Equity Research
Education
Wellesley College 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
University of Oxford 2005 — 2006
Junior Year Abroad, Mathematics and Economics & Management
Wellington Management July 2007 - Present
Lehman Brothers July 2006 - October 2006
Skills
Hedge Funds, Equities, Equity Research
Education
Wellesley College 2004 — 2007
Bachelor of Arts (B.A.), Mathematics and Economics
University of Oxford 2005 — 2006
Junior Year Abroad, Mathematics and Economics & Management
Lisbi Abraham Lisbi Abraham's Wellington Management Experience 1993 - 1996
Job Senior Technology and Operations Executive
Industry Information Technology and Services
Experience
Andela May 2015 - Present
Independent December 2014 - May 2015
Lionbridge June 2012 - December 2014
Alliance Global Services November 2006 - June 2012
Zecurion, Inc, The Data Protection Company 2008 - 2012
AIG 1998 - 2006
Fidelity Investments 1996 - 1998
Wellington Management 1993 - 1996
Advanced Computer Applications November 1991 - January 1993
Skills
Management Consulting, Testing, Program Management, Product Strategy, Customer Relations, Business Development, Agile Methodologies, Software Development, IT Strategy, Strategic Partnerships, PMO, SDLC, Management, Process Improvement, Enterprise Architecture, Business Intelligence, Business Strategy, Strategy, Outsourcing, CRM, Product Development, Security, Software Project..., Integration, Change Management, Strategic Planning, Requirements Analysis, Solution Architecture, SOA, Business Analysis, New Business Development, Project Management, Vendor Management, Leadership, Product Management, Agile, Organizational..., Thought Leadership, Strategic Leadership, Enterprise Software, Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Management, Marketing & International Business
University of Pennsylvania 1987 — 1991
BSE, Computer Science Engineering
Andela May 2015 - Present
Independent December 2014 - May 2015
Lionbridge June 2012 - December 2014
Alliance Global Services November 2006 - June 2012
Zecurion, Inc, The Data Protection Company 2008 - 2012
AIG 1998 - 2006
Fidelity Investments 1996 - 1998
Wellington Management 1993 - 1996
Advanced Computer Applications November 1991 - January 1993
Skills
Management Consulting, Testing, Program Management, Product Strategy, Customer Relations, Business Development, Agile Methodologies, Software Development, IT Strategy, Strategic Partnerships, PMO, SDLC, Management, Process Improvement, Enterprise Architecture, Business Intelligence, Business Strategy, Strategy, Outsourcing, CRM, Product Development, Security, Software Project..., Integration, Change Management, Strategic Planning, Requirements Analysis, Solution Architecture, SOA, Business Analysis, New Business Development, Project Management, Vendor Management, Leadership, Product Management, Agile, Organizational..., Thought Leadership, Strategic Leadership, Enterprise Software, Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Management, Marketing & International Business
University of Pennsylvania 1987 — 1991
BSE, Computer Science Engineering
Sumit Kumar Bharadwaj's Wellington Management Experience March 2014 - Present
Job Senior System Analyst at Wellington Management Company
Industry Financial Services
Experience
Wellington Management March 2014 - Present
Cognizant Technology Solutions November 2010 - March 2014
Cognizant Technology Solutions May 2009 - October 2010
Cognizant Technology Solutions Asia Pacific Pte Ltd June 2008 - April 2009
Cognizant Technology Solutions February 2007 - December 2007
HCL Capital Market Services 2006 - 2007
HCL Capital Market Services 2005 - 2006
Skills
Project Management, Business Analysis, Change Management, Pre-Sales Consulting, Systems Analysis, Capital Markets, Asset Management..., Investment Banking, Data Analyst, Reconciliation, Asset Managment, Analysis, Account Reconciliation, Requirements Gathering, Requirements Analysis, Business Process, Business Development, Testing, Software Documentation, Data Analytics, Business Intelligence, Management, User Acceptance Testing, Competitive Analysis, Business Requirements, PL/SQL, Enterprise Software, Asset Management, Team Management, SDLC, Vendor Management, Software Project..., Consulting
Education
Indian Institute of Modern Management 2003 — 2005
Post Graduate Diploma in Management, Finance and IT
University of Pune 1999 — 2002
B.Com, Law, Accounting, Costing, Marketing, Economics
Senior Secondary School Sector IV 1997 — 1999
12th, C.B.S.E (Commerce-Maths)
Senior Secondary School Sector X 1996 — 1997
10th, C.B.S.E
Delhi Public School, Bhilai 1986 — 1996
Wellington Management March 2014 - Present
Cognizant Technology Solutions November 2010 - March 2014
Cognizant Technology Solutions May 2009 - October 2010
Cognizant Technology Solutions Asia Pacific Pte Ltd June 2008 - April 2009
Cognizant Technology Solutions February 2007 - December 2007
HCL Capital Market Services 2006 - 2007
HCL Capital Market Services 2005 - 2006
Skills
Project Management, Business Analysis, Change Management, Pre-Sales Consulting, Systems Analysis, Capital Markets, Asset Management..., Investment Banking, Data Analyst, Reconciliation, Asset Managment, Analysis, Account Reconciliation, Requirements Gathering, Requirements Analysis, Business Process, Business Development, Testing, Software Documentation, Data Analytics, Business Intelligence, Management, User Acceptance Testing, Competitive Analysis, Business Requirements, PL/SQL, Enterprise Software, Asset Management, Team Management, SDLC, Vendor Management, Software Project..., Consulting
Education
Indian Institute of Modern Management 2003 — 2005
Post Graduate Diploma in Management, Finance and IT
University of Pune 1999 — 2002
B.Com, Law, Accounting, Costing, Marketing, Economics
Senior Secondary School Sector IV 1997 — 1999
12th, C.B.S.E (Commerce-Maths)
Senior Secondary School Sector X 1996 — 1997
10th, C.B.S.E
Delhi Public School, Bhilai 1986 — 1996
Michael Grafton Michael Grafton's Wellington Management Experience October 2012 - September 2013
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Casey Satterlee's Wellington Management Experience January 2011 - June 2014
Job Director, Consultant Relations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Manulife Asset Management June 2015 - Present
Dimensional Fund Advisors June 2014 - 2015
Wellington Management January 2011 - June 2014
Fenway Sports Group February 2010 - November 2010
Fenway Sports Group July 2009 - September 2009
United Way of San Diego County February 2009 - May 2009
Skills
Spanish, Sponsorship, Marketing, Hospitality, Event Planning, Social Media Marketing, Event Management, Marketing Communications, Social Media, Social Networking, Public Speaking, Sales
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration, Marketing
La Jolla High School 2001 — 2005
Bill Ogrodnick Bill Ogrodnick's Wellington Management Experience September 2007 - Present
Job Global Industry Analyst, Oilfield Services at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2007 - Present
Wellington Management September 2007 - November 2008
Wellington Management May 2006 - August 2006
Porter Orlin 2004 - 2005
SAC Capital 2002 - 2004
Salomon Smith Barney 2001 - 2002
Skills
Factset, Equity Research, Bloomberg, Hedge Funds, Equities, Healthcare, Energy, Industrial Sector
Education
Wharton School, University of Pennsylvania 2005 — 2007
Master of Business Administration, Major in Healthcare Management
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Major in Finance and Management
Concord Academy 1993 — 1997
High School
Wellington Management September 2007 - Present
Wellington Management September 2007 - November 2008
Wellington Management May 2006 - August 2006
Porter Orlin 2004 - 2005
SAC Capital 2002 - 2004
Salomon Smith Barney 2001 - 2002
Skills
Factset, Equity Research, Bloomberg, Hedge Funds, Equities, Healthcare, Energy, Industrial Sector
Education
Wharton School, University of Pennsylvania 2005 — 2007
Master of Business Administration, Major in Healthcare Management
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Major in Finance and Management
Concord Academy 1993 — 1997
High School
Jake Stone, CFA Jake Stone, CFA's Wellington Management Experience October 2013 - Present
Job AVP, Fixed Income at Wellington Management, LLP
Industry Investment Management
Experience
Wellington Management October 2013 - Present
Wellington Management January 2012 - September 2013
Manning & Napier Advisors June 2009 - January 2012
Kingsview 2008 - 2008
Vision Financial Markets LLC 2007 - 2007
Skills
Fixed Income, Portfolio Management, Structured Products, Asset Management, Fixed Income Research, Quantitative Analytics, Investment Management
Education
University of Rochester 2005 — 2009
B.A. Financial Economics
Westhill High School 2001 — 2005
Wellington Management October 2013 - Present
Wellington Management January 2012 - September 2013
Manning & Napier Advisors June 2009 - January 2012
Kingsview 2008 - 2008
Vision Financial Markets LLC 2007 - 2007
Skills
Fixed Income, Portfolio Management, Structured Products, Asset Management, Fixed Income Research, Quantitative Analytics, Investment Management
Education
University of Rochester 2005 — 2009
B.A. Financial Economics
Westhill High School 2001 — 2005
Marc DiCosimo Marc DiCosimo's Wellington Management Experience September 2004 - August 2013
Job Senior Portfolio Manager, CFA, Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors August 2013 - Present
Wellington Management September 2004 - August 2013
Linedata Services January 2003 - September 2004
Loomis Sayles November 2000 - December 2002
Saxon Mortgage May 1996 - October 2000
Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds
Education
University of Richmond 1992 — 1996
Bachelor of Science (BS), Accounting
State Street Global Advisors August 2013 - Present
Wellington Management September 2004 - August 2013
Linedata Services January 2003 - September 2004
Loomis Sayles November 2000 - December 2002
Saxon Mortgage May 1996 - October 2000
Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds
Education
University of Richmond 1992 — 1996
Bachelor of Science (BS), Accounting
Diane Stotz Diane Stotz's Wellington Management Experience 2005 - Present
Job Lead System Analyst at Wellington Management, LLP
Industry Financial Services
Experience
Wellington Management 2005 - Present
Wellington Management Comany, LLP 1993 - 2007
Wellington Management Company, LLP 2003 - 2005
Ferranti International 1986 - 1992
Skills
Disaster Recovery, Business Continuity, Solaris, Replication, Vendor Management, Storage, Storage Area Networks, Data Center, Cloud Computing, Integration, Windows Server, Clariion, System Administration, SDLC, IT Management, Unix, Virtualization, Active Directory, Enterprise Architecture, SAN, VMware, Servers, Business Analysis, Server Architecture, IT Strategy, IT Operations, High Availability, ITIL, Infrastructure
Education
Hacum Jr. College
Associate's Degree, Special Education and Teaching
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management 2005 - Present
Wellington Management Comany, LLP 1993 - 2007
Wellington Management Company, LLP 2003 - 2005
Ferranti International 1986 - 1992
Skills
Disaster Recovery, Business Continuity, Solaris, Replication, Vendor Management, Storage, Storage Area Networks, Data Center, Cloud Computing, Integration, Windows Server, Clariion, System Administration, SDLC, IT Management, Unix, Virtualization, Active Directory, Enterprise Architecture, SAN, VMware, Servers, Business Analysis, Server Architecture, IT Strategy, IT Operations, High Availability, ITIL, Infrastructure
Education
Hacum Jr. College
Associate's Degree, Special Education and Teaching
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Richard Kaye Richard Kaye's Wellington Management Experience 2005 - 2008
Job Analyst for Japan at Comgest
Industry Financial Services
Experience
Comgest July 2009 - Present
Wellington Management Group April 2005 - June 2009
Wellington Management 2005 - 2008
Merrill Lynch 1997 - 2005
Mizuho Financial Group September 1994 - September 1996
Education
University of Oxford 1989 — 1994
Oriental Studies
Comgest July 2009 - Present
Wellington Management Group April 2005 - June 2009
Wellington Management 2005 - 2008
Merrill Lynch 1997 - 2005
Mizuho Financial Group September 1994 - September 1996
Education
University of Oxford 1989 — 1994
Oriental Studies
Carolyn Notartomaso's Wellington Management Experience October 2012 - March 2014
Job Global Email & CRM Marketing Coordinator at Bain
Industry Public Relations and Communications
Experience
Bain & Company March 2014 - Present
Wellington Management October 2012 - March 2014
Bain & Company August 2012 - October 2012
Bain & Company September 2011 - September 2012
UNC Wilmington August 2009 - December 2010
Hanscom Air Force Base June 2009 - August 2010
FedEx June 2008 - December 2008
Skills
Microsoft Office, Adobe Creative Suite, basic HTML, Google Analytics, SDL Tridion content..., Campaign Monitor, HTML, Press Releases, Facebook, CMS, SEO, Online Marketing, Marketing, Management
Education
University of North Carolina at Wilmington 2008 — 2010
Bachelor of Arts, Communication Studies
Bain & Company March 2014 - Present
Wellington Management October 2012 - March 2014
Bain & Company August 2012 - October 2012
Bain & Company September 2011 - September 2012
UNC Wilmington August 2009 - December 2010
Hanscom Air Force Base June 2009 - August 2010
FedEx June 2008 - December 2008
Skills
Microsoft Office, Adobe Creative Suite, basic HTML, Google Analytics, SDL Tridion content..., Campaign Monitor, HTML, Press Releases, Facebook, CMS, SEO, Online Marketing, Marketing, Management
Education
University of North Carolina at Wilmington 2008 — 2010
Bachelor of Arts, Communication Studies
Dylan M.'s Wellington Management Experience January 2007 - August 2010
Job Founder & CEO, 1WealthStreet
Industry Financial Services
Experience
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
1WealthStreet & Co. April 2015 - Present
Raymond James Financial Inc. February 2015 - March 2015
Raymond James Financial Inc. October 2010 - March 2015
Raymond James Financial Inc. November 2013 - January 2015
Wellington Management January 2007 - August 2010
Robert W. Baird & Co. December 2004 - December 2006
Raymond James Financial Inc. June 2004 - December 2004
Skills
Investment Strategies, Series 63, Investments, Investment Management, Corporate Finance, Chartered Financial..., Equities, Bloomberg, Equity Research, Financial Modeling, Derivatives, Wealth Management, Financial Markets, Risk Management, Credit, Finance, Financial Advisory, Options, ETFs, Strategic Financial..., Trading, Investment Advisory, Banking, Financial Services, Equity Trading, Bloomberg Terminal, Retirement Planning, Emerging Markets, FINRA, Venture Capital, Due Diligence, Institutional..., Stocks, Fund Of Funds, Business Valuation, Mergers & Acquisitions, Bonds, Estate Planning
Education
University of Tampa 2001 — 2004
BS, Finance
University of Notre Dame 1999 — 2001
Accounting and Finance
Jesuit High School 1995 — 1999
Michelle Heltzel Neou's Wellington Management Experience January 2013 - Present
Job Contract Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2013 - Present
Wellington Management July 2009 - December 2012
Wellington Management November 2008 - July 2009
Wellington Management June 2007 - November 2008
Education
University of Pittsburgh School of Law 2000 — 2003
JD, International
Wellington Management January 2013 - Present
Wellington Management July 2009 - December 2012
Wellington Management November 2008 - July 2009
Wellington Management June 2007 - November 2008
Education
University of Pittsburgh School of Law 2000 — 2003
JD, International
Denis Perreault's Wellington Management Experience 1998 - Present
Job Member/Partner at FlashSoft, LLC
Industry Information Technology and Services
Experience
Flash-Soft, LLC January 2009 - Present
Arcane Corporation April 1998 - Present
Wellington Management 1998 - Present
United Liquors, Ltd August 1993 - April 1998
Microsolve Corporation June 1990 - August 1993
Wigs By Paula 1988 - 1990
Providence Gravure 1986 - 1988
Skills
Business Analysis, Internet Services, Strategic Planning, Project Management, Data Warehousing, Business Intelligence, Software Project..., Change Management, Databases, Enterprise Architecture, Integration, Cloud Computing, IT Strategy, Program Management, Process Improvement, Microsoft SQL Server
Education
University of Rhode Island 1978 — 1980
BS
University of Vermont 1976 — 1977
Toll Gate High School 1972 — 1976
Flash-Soft, LLC January 2009 - Present
Arcane Corporation April 1998 - Present
Wellington Management 1998 - Present
United Liquors, Ltd August 1993 - April 1998
Microsolve Corporation June 1990 - August 1993
Wigs By Paula 1988 - 1990
Providence Gravure 1986 - 1988
Skills
Business Analysis, Internet Services, Strategic Planning, Project Management, Data Warehousing, Business Intelligence, Software Project..., Change Management, Databases, Enterprise Architecture, Integration, Cloud Computing, IT Strategy, Program Management, Process Improvement, Microsoft SQL Server
Education
University of Rhode Island 1978 — 1980
BS
University of Vermont 1976 — 1977
Toll Gate High School 1972 — 1976
James Ojemann's Wellington Management Experience September 1995 - April 1997
Job Sr Project Manager, Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Gerry Cosgrove's Wellington Management Experience April 2010 - January 2011
Job Managing Director, Head of Consultant Relations U.S. at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Danny Kramer's Wellington Management Experience August 2004 - January 2012
Job Vice President, Derivative Middle Office at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2012 - Present
Wellington Management August 2004 - January 2012
Education
University of Scranton 1990 — 1994
Fidelity Investments March 2012 - Present
Wellington Management August 2004 - January 2012
Education
University of Scranton 1990 — 1994
Sheena (O'Halloran) Kidd's Wellington Management Experience AnalystWachovia SecuritiesJuly 2004 - July 2005
Job Research Associate at Wellington Management
Industry Hospital & Health Care
Experience
Wellington Management AnalystWachovia SecuritiesJuly 2004 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Wellington Management AnalystWachovia SecuritiesJuly 2004 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Sean FitzPatrick, CFA's Wellington Management Experience 1998 - 1999
Job Investigator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2005 - Present
Legg Mason Wood Walker 1999 - 2005
Wellington Management 1998 - 1999
First Data Investors Services Group 1996 - 1998
State Street Bank 1994 - 1996
Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Financial Industry Regulatory Authority January 2005 - Present
Legg Mason Wood Walker 1999 - 2005
Wellington Management 1998 - 1999
First Data Investors Services Group 1996 - 1998
State Street Bank 1994 - 1996
Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Alice Berman's Wellington Management Experience 1990 - December 2012
Job President, Alice K. Berman Assoc. Architecture & Interior Design; Board Member/CoFounder Community Design Collaborative
Industry Architecture & Planning
Experience
Alice K Berman Associates, LLC October 2012 - Present
Community Design Collaborative 1991 - Present
Community Design Collaborative 2000 - Present
Wellington Management 1990 - December 2012
Hellyer Berman Lewis 1984 - October 2012
Kenneth Parker Assoc. (KPA) 1981 - 1984
Skills
Sustainable Design, Interior Design, Architectural Design, Architecture, Submittals, Sustainability, Design Research, Comprehensive Planning, Space-planning, LEED, Adaptive Reuse, Historic Preservation, Space planning, Renovation, Site Planning, Architectures, Sustainable Architecture, Landscape Architecture, Furniture, Urban Planning, Rendering, Interior Architecture, Architectural Drawings, Space Planning
Education
Washington University in St. Louis 1979 — 1981
MArch, Architecture
University of Pennsylvania 1975 — 1978
BA, Design of Environment- arch & urban studies
Alice K Berman Associates, LLC October 2012 - Present
Community Design Collaborative 1991 - Present
Community Design Collaborative 2000 - Present
Wellington Management 1990 - December 2012
Hellyer Berman Lewis 1984 - October 2012
Kenneth Parker Assoc. (KPA) 1981 - 1984
Skills
Sustainable Design, Interior Design, Architectural Design, Architecture, Submittals, Sustainability, Design Research, Comprehensive Planning, Space-planning, LEED, Adaptive Reuse, Historic Preservation, Space planning, Renovation, Site Planning, Architectures, Sustainable Architecture, Landscape Architecture, Furniture, Urban Planning, Rendering, Interior Architecture, Architectural Drawings, Space Planning
Education
Washington University in St. Louis 1979 — 1981
MArch, Architecture
University of Pennsylvania 1975 — 1978
BA, Design of Environment- arch & urban studies
Kathleen Morgan, CFA's Wellington Management Experience June 2015 - Present
Job Equity Portfolio Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
Wellington Management June 2015 - Present
BlackRock July 2010 - June 2013
Barclays Global Investors May 2008 - July 2010
UBS Financial Services July 2006 - May 2008
Skills
Bloomberg, Portfolio Management, Financial Modeling, Fixed Income, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Wellesley College 2002 — 2006
BA, Economics
Gregg Thomas, CFA's Wellington Management Experience March 1997 - Present
Job Investment Risk Director at Wellington Management
Industry Financial Services
Experience
Wellington Management March 1997 - Present
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Wellington Management March 1997 - Present
Education
University of Rhode Island - College of Business Administration 1988 — 1992
Jeffrey Heuer's Wellington Management Experience September 2001 - Present
Job VP at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2001 - Present
CypressTree Investment Management January 1999 - September 2001
The Chase Manhattan Bank May 1989 - January 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Williams College 1985 — 1989
BA
Darien High School 1982 — 1985
High School
Wellington Management September 2001 - Present
CypressTree Investment Management January 1999 - September 2001
The Chase Manhattan Bank May 1989 - January 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Williams College 1985 — 1989
BA
Darien High School 1982 — 1985
High School
Kristov Paulus's Wellington Management Experience July 2011 - April 2014
Job Internet and Software Investor
Industry Investment Management
Experience
Whale Rock Capital Management May 2014 - Present
Wellington Management July 2011 - April 2014
Wellington Management July 2011 - September 2012
Eastern Advisors at Tiger Management June 2010 - 2011
Skills
Financial Modeling, Software Research, Data Analysis, Python, Mandarin Chinese, Fundamental Research, Equity Research, Equities, Quantitative Analytics, Due Diligence
Education
University of Pennsylvania 2007 — 2011
B.A., Economics, Chinese
University High School
Whale Rock Capital Management May 2014 - Present
Wellington Management July 2011 - April 2014
Wellington Management July 2011 - September 2012
Eastern Advisors at Tiger Management June 2010 - 2011
Skills
Financial Modeling, Software Research, Data Analysis, Python, Mandarin Chinese, Fundamental Research, Equity Research, Equities, Quantitative Analytics, Due Diligence
Education
University of Pennsylvania 2007 — 2011
B.A., Economics, Chinese
University High School
Dan Brazeau's Wellington Management Experience 2000 - 2003
Job Managing Director Investments
Industry Investment Management
Experience
Weatherbie Capital, LLC July 2006 - Present
Weatherbie Capital, LLC 2004 - Present
Wellington Management 2000 - 2003
KENETECH Energy Systems 1992 - 1998
Kenetech Corporation 1992 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Villanova University 1988 — 1992
B.S., Finance
Weatherbie Capital, LLC July 2006 - Present
Weatherbie Capital, LLC 2004 - Present
Wellington Management 2000 - 2003
KENETECH Energy Systems 1992 - 1998
Kenetech Corporation 1992 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Villanova University 1988 — 1992
B.S., Finance
Mary (Molly) Shannon's Wellington Management Experience March 2003 - Present
Job Partner & Director, Americas Institutional Group Wellington Management
Industry Investment Management
Experience
Wellington Management March 2003 - Present
Education
Villanova University School of Law 1992 — 1995
JD, Law
University of Notre Dame 1984 — 1988
ba, econ
Wellington Management March 2003 - Present
Education
Villanova University School of Law 1992 — 1995
JD, Law
University of Notre Dame 1984 — 1988
ba, econ
Carolyn Lewis's Wellington Management Experience 1994 - 1998
Job Economic Development Coordinator at SUNY Oneonta
Industry Government Relations
Experience
SUNY Oneonta October 2013 - Present
Otsego County June 2006 - August 2013
Murray Johnstone International November 1998 - July 2000
Wellington Management 1994 - 1998
Skills
Community Development, Grant Writing, Economic Development, Community Outreach
Education
University of Rhode Island 1989 — 1993
BA, Psychology / Sociology
SUNY Oneonta October 2013 - Present
Otsego County June 2006 - August 2013
Murray Johnstone International November 1998 - July 2000
Wellington Management 1994 - 1998
Skills
Community Development, Grant Writing, Economic Development, Community Outreach
Education
University of Rhode Island 1989 — 1993
BA, Psychology / Sociology
Arnold Hull, CFA's Wellington Management Experience 2004 - 2010
Job VP and Business Solutions Manager, Corporate Business Solutions at State Street
Industry Information Services
Experience
State Street 2012 - Present
State Street 2011 - 2012
Wellington Management 2004 - 2010
Bank One 2004 - 2004
Bank of Nova Scotia 2003 - 2003
Bank of Nova Scotia 1990 - 2002
Skills
Trading Systems, Asset Managment, Banking, Portfolio Management, Derivatives, Equities, Fixed Income, Software Development, Bloomberg, Capital Markets, Vendor Management, Hedge Funds, SDLC, Securities, Asset Management, Financial Services, Business Intelligence, FX Options
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CRCP, Certified Regulatory and Compliance Professional
CFA Institute 2001 — 2003
CFA
York University - Schulich School of Business 1988 — 1990
MBA, Finance
University of Waterloo 1983 — 1988
BMath, Math
State Street 2012 - Present
State Street 2011 - 2012
Wellington Management 2004 - 2010
Bank One 2004 - 2004
Bank of Nova Scotia 2003 - 2003
Bank of Nova Scotia 1990 - 2002
Skills
Trading Systems, Asset Managment, Banking, Portfolio Management, Derivatives, Equities, Fixed Income, Software Development, Bloomberg, Capital Markets, Vendor Management, Hedge Funds, SDLC, Securities, Asset Management, Financial Services, Business Intelligence, FX Options
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CRCP, Certified Regulatory and Compliance Professional
CFA Institute 2001 — 2003
CFA
York University - Schulich School of Business 1988 — 1990
MBA, Finance
University of Waterloo 1983 — 1988
BMath, Math
Kevin Blake's Wellington Management Experience
Job Partner and Senior Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management
Skills
Hedge Funds, Investments, Asset Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Middle Office
Education
University of Pennsylvania - The Wharton School 1975 — 1980
BS, Marketing and Economics
Wellington Management
Skills
Hedge Funds, Investments, Asset Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Middle Office
Education
University of Pennsylvania - The Wharton School 1975 — 1980
BS, Marketing and Economics
Jon Towles's Wellington Management Experience February 2015 - Present
Job Lead Systems Engineer , EDC IT Efficiencies at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management February 2015 - Present
MIT Lincoln Laboratory March 2014 - January 2015
7-Eleven September 2013 - March 2014
Research In Motion March 2012 - September 2013
REIT Management and Research November 2011 - March 2012
Verizon Wireless April 2008 - December 2011
Vertex Pharmaceuticals August 2011 - November 2011
Aurora Communications September 2010 - September 2011
ONdemand Communications Group Inc September 2010 - September 2011
Wireless Zone - Verizon Wireless Premium Retailer April 2008 - July 2010
Skills
Blackberry Enterprise..., A+, Mobileiron, Good for Enterprise, iOS, Android OS, Documentation, Active Directory, Mobile Device Management, Customer Service, Crisis Stabilization, Cross-functional..., Microsoft Exchange, High Availability, Technical Writing, Technical Documentation, Troubleshooting, Communication, Innovation, AirWatch, Enterprise Support, Technical Support, Business Analysis, Wireless Mobility, Mobile Architecture, SMIME, Exchange ActiveSync, BlackBerry 10, Mobile Engineering, Hands-on Training, Enterprise Mobility, BMC Remedy, Wireless, VMware ESX, System Administration, SharePoint, iPhone, Mobile Devices, Technical Training
Education
University of Phoenix 2010 — 2011
None, Information Technology
University of Phoenix 2010 — 2011
AS, Information Technology
Wellington Management February 2015 - Present
MIT Lincoln Laboratory March 2014 - January 2015
7-Eleven September 2013 - March 2014
Research In Motion March 2012 - September 2013
REIT Management and Research November 2011 - March 2012
Verizon Wireless April 2008 - December 2011
Vertex Pharmaceuticals August 2011 - November 2011
Aurora Communications September 2010 - September 2011
ONdemand Communications Group Inc September 2010 - September 2011
Wireless Zone - Verizon Wireless Premium Retailer April 2008 - July 2010
Skills
Blackberry Enterprise..., A+, Mobileiron, Good for Enterprise, iOS, Android OS, Documentation, Active Directory, Mobile Device Management, Customer Service, Crisis Stabilization, Cross-functional..., Microsoft Exchange, High Availability, Technical Writing, Technical Documentation, Troubleshooting, Communication, Innovation, AirWatch, Enterprise Support, Technical Support, Business Analysis, Wireless Mobility, Mobile Architecture, SMIME, Exchange ActiveSync, BlackBerry 10, Mobile Engineering, Hands-on Training, Enterprise Mobility, BMC Remedy, Wireless, VMware ESX, System Administration, SharePoint, iPhone, Mobile Devices, Technical Training
Education
University of Phoenix 2010 — 2011
None, Information Technology
University of Phoenix 2010 — 2011
AS, Information Technology
Jeffrey Sinder, CFA's Wellington Management Experience 2012 - Present
Job Investment Professional
Industry Investment Management
Experience
Wellington Management 2012 - Present
New Holland Capital 2004 - 2011
Wexford Capital 2002 - 2004
Skills
Alternative Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School
Wellington Management 2012 - Present
New Holland Capital 2004 - 2011
Wexford Capital 2002 - 2004
Skills
Alternative Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School
Adekunbi Ajayi. B.Sc, MBA's Wellington Management Experience May 2006 - December 2009
Job Office Manager at Jinix Staffing
Industry Investment Management
Experience
Jinix Staffing December 2009 - Present
Wellington Management May 2006 - December 2009
JP Morgan Chase 2004 - 2006
JP Morgan Chase December 2002 - October 2004
Fleet Capital April 1998 - December 2001
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Corporate Actions, Fixed Income, Equities, Fund Of Funds, Financial Analysis, Derivatives, Securities, Alternative Investments, Investments, Asset Managment, Bloomberg Terminal, Valuation, Swaps, Global Custody
Education
University of Phoenix 2007 — 2010
MBA, Management
Pine Manor College 1998 — 2001
B.Sc, Business Adminstration
RCC
Jinix Staffing December 2009 - Present
Wellington Management May 2006 - December 2009
JP Morgan Chase 2004 - 2006
JP Morgan Chase December 2002 - October 2004
Fleet Capital April 1998 - December 2001
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Corporate Actions, Fixed Income, Equities, Fund Of Funds, Financial Analysis, Derivatives, Securities, Alternative Investments, Investments, Asset Managment, Bloomberg Terminal, Valuation, Swaps, Global Custody
Education
University of Phoenix 2007 — 2010
MBA, Management
Pine Manor College 1998 — 2001
B.Sc, Business Adminstration
RCC
Jessica Mayer's Wellington Management Experience July 2012 - Present
Job Research Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2012 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor's Degree, Economics, magna cum laude
Harriton High School 2004 — 2008
International Baccalaureate Diploma
Wellington Management July 2012 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor's Degree, Economics, magna cum laude
Harriton High School 2004 — 2008
International Baccalaureate Diploma
Laura Howenstine, CFA's Wellington Management Experience 2008 - Present
Job Vice President, Wellington Management Company
Industry Investment Management
Experience
Wellington Management 2008 - Present
Fidelity Investments, Strategic Advisers 2002 - 2008
Enron Corp 1998 - 2001
Skills
Equities, Fund Of Funds, Institutional..., Asset Management, Portfolio Assessment, Business Writing, Team Leadership, Mentoring New Hires, Non-profit Boards, Grant Reviewing, Youth Mentoring, Fixed Income, Investments, Investment Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Virginia 1993 — 1996
Master of Arts (M.A.), Political Science/Comparative Politics/Russian Studies
University of Chicago 1987 — 1991
Bachelor's degree, Public Policy Studies
Wellington Management 2008 - Present
Fidelity Investments, Strategic Advisers 2002 - 2008
Enron Corp 1998 - 2001
Skills
Equities, Fund Of Funds, Institutional..., Asset Management, Portfolio Assessment, Business Writing, Team Leadership, Mentoring New Hires, Non-profit Boards, Grant Reviewing, Youth Mentoring, Fixed Income, Investments, Investment Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
University of Virginia 1993 — 1996
Master of Arts (M.A.), Political Science/Comparative Politics/Russian Studies
University of Chicago 1987 — 1991
Bachelor's degree, Public Policy Studies
Grant Cowan's Wellington Management Experience October 2004 - January 2010
Job Contract Administrator at Verivo Software, Inc.
Industry Computer Software
Experience
Verivo Software, Inc. January 2013 - Present
Wellington Management October 2004 - January 2010
Partners HealthCare October 1997 - June 2002
Skills
Project Management, Salesforce.com
Education
University of Pennsylvania 1976 — 1981
Verivo Software, Inc. January 2013 - Present
Wellington Management October 2004 - January 2010
Partners HealthCare October 1997 - June 2002
Skills
Project Management, Salesforce.com
Education
University of Pennsylvania 1976 — 1981
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC