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
Erik A. Antonetz Erik A. Antonetz's Wellington Management Experience July 2002 - January 2006
Job Business Analyst at Triple Point Technology
Industry Computer Software
Experience
Triple Point Technology December 2011 - Present
Noble Americas September 2010 - October 2011
International Power July 2007 - July 2010
MFS Investment Management January 2006 - July 2007
Wellington Management July 2002 - January 2006
Atlantic Trust 1998 - 2002
Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC
Education
Bentley College 1994 — 1998
B.S., Economics and Finance
Triple Point Technology December 2011 - Present
Noble Americas September 2010 - October 2011
International Power July 2007 - July 2010
MFS Investment Management January 2006 - July 2007
Wellington Management July 2002 - January 2006
Atlantic Trust 1998 - 2002
Skills
Project Management, SQL, Business Process, Business Intelligence, Management, Requirements Gathering, Leadership, SDLC
Education
Bentley College 1994 — 1998
B.S., Economics and Finance
Christopher Driscoll Christopher Driscoll's Wellington Management Experience April 2013 - Present
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Liberty Mutual Insurance June 2012 - March 2013
Liberty Mutual Insurance June 2011 - June 2012
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
University College London, U. of London 2010 — 2010
Economics and Eastern European Studies
Boston College High School 2004 — 2008
Wellington Management April 2013 - Present
Liberty Mutual Insurance June 2012 - March 2013
Liberty Mutual Insurance June 2011 - June 2012
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
University College London, U. of London 2010 — 2010
Economics and Eastern European Studies
Boston College High School 2004 — 2008
Fran Taglia Fran Taglia's Wellington Management Experience September 2005 - March 2012
Job Senior Vice President at Weir International, Inc.
Industry Mining & Metals
Experience
Weir International, Inc. February 2015 - Present
Power Distributing March 2012 - February 2015
Loop Metrics March 2012 - November 2013
Wellington Management September 2005 - March 2012
Harvard Medical School 2004 - 2005
Skills
Operations Management, Strategic Planning, Logistics Management, Project Management, Financial Modeling, Data Analysis, Financial Services, Change Management, Management, Logistics, Human Resources, Database Design, Performance Management, Equities, Employee Benefits, iPhone Application..., Talent Acquisition, HRIS, Talent Management, Employee Relations, Financial Analysis, Sales Analysis, Retail Category..., Accounts Payable, Accounts Receivable, Customer Service, Information Technology, Strategy, Analytics, Business Strategy, Leadership, Sales
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations and Organization Management
Boston College 2000 — 2004
BS, Biology
Benet Academy 1996 — 2000
Weir International, Inc. February 2015 - Present
Power Distributing March 2012 - February 2015
Loop Metrics March 2012 - November 2013
Wellington Management September 2005 - March 2012
Harvard Medical School 2004 - 2005
Skills
Operations Management, Strategic Planning, Logistics Management, Project Management, Financial Modeling, Data Analysis, Financial Services, Change Management, Management, Logistics, Human Resources, Database Design, Performance Management, Equities, Employee Benefits, iPhone Application..., Talent Acquisition, HRIS, Talent Management, Employee Relations, Financial Analysis, Sales Analysis, Retail Category..., Accounts Payable, Accounts Receivable, Customer Service, Information Technology, Strategy, Analytics, Business Strategy, Leadership, Sales
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations and Organization Management
Boston College 2000 — 2004
BS, Biology
Benet Academy 1996 — 2000
George Lewis VI, MBA's Wellington Management Experience May 2008 - August 2008
Job President at Lewis and Companies
Industry Financial Services
Experience
Lewis and Companies January 2015 - Present
Thompson Island Board of Trustees January 2015 - Present
ONEin3 February 2014 - March 2015
Merrill Lynch March 2012 - December 2014
29 Newbury St June 2009 - December 2013
Merrill Lynch May 2010 - December 2010
Wellington Management May 2008 - August 2008
Skills
Personal Financial..., Consulting, Wealth Management, Finance, Customer Service, Business Development, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Planning, Derivatives, Financial Services
Education
Bentley University 2011 — 2012
MBA, Finance and Management
Bentley University 2007 — 2011
BA and BS, Finance, Economics, Earth Sciences and Global Sustainability
The Rivers School 2003 — 2007
Dexter 1995 — 2003
Lewis and Companies January 2015 - Present
Thompson Island Board of Trustees January 2015 - Present
ONEin3 February 2014 - March 2015
Merrill Lynch March 2012 - December 2014
29 Newbury St June 2009 - December 2013
Merrill Lynch May 2010 - December 2010
Wellington Management May 2008 - August 2008
Skills
Personal Financial..., Consulting, Wealth Management, Finance, Customer Service, Business Development, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Planning, Derivatives, Financial Services
Education
Bentley University 2011 — 2012
MBA, Finance and Management
Bentley University 2007 — 2011
BA and BS, Finance, Economics, Earth Sciences and Global Sustainability
The Rivers School 2003 — 2007
Dexter 1995 — 2003
Raghu Prakhya Raghu Prakhya's Wellington Management Experience January 2002 - December 2005
Job Senior Netezza DBA at AIG
Industry Information Technology and Services
Experience
AIG June 2015 - Present
Wipro Technologies March 2013 - May 2015
IBM January 2011 - March 2013
Fidelity Investments January 2006 - December 2010
Wellington Management January 2002 - December 2005
Blue Star Infotech December 1992 - December 2001
Skills
JavaScript, Ant, Unix, Software Development, Java, Shell Scripting, Unix Shell Scripting, SDLC, Linux, C, Bash, Perl, PL/SQL, SQL, Oracle, Netezza, Oracle, PL..., Netezza
Education
Indian Institute of Science 1982 — 1983
Post Graduate Diploma, Industrial Managment
Birla Institute of Technology and Science 1976 — 1982
Master Of Science(MSC) & Bachelor of Engineering (BE),, Chemistry & Chemical Engineering
AIG June 2015 - Present
Wipro Technologies March 2013 - May 2015
IBM January 2011 - March 2013
Fidelity Investments January 2006 - December 2010
Wellington Management January 2002 - December 2005
Blue Star Infotech December 1992 - December 2001
Skills
JavaScript, Ant, Unix, Software Development, Java, Shell Scripting, Unix Shell Scripting, SDLC, Linux, C, Bash, Perl, PL/SQL, SQL, Oracle, Netezza, Oracle, PL..., Netezza
Education
Indian Institute of Science 1982 — 1983
Post Graduate Diploma, Industrial Managment
Birla Institute of Technology and Science 1976 — 1982
Master Of Science(MSC) & Bachelor of Engineering (BE),, Chemistry & Chemical Engineering
Gregory Frasca Gregory Frasca's Wellington Management Experience January 2007 - June 2009
Job Senior Equity Analyst
Industry Capital Markets
Experience
Logan Circle Partners/ Fortress Investment Group June 2013 - February 2015
Goldman Sachs Asset Management May 2011 - May 2013
Goldman Sachs Asset Management 2010 - 2010
Wellington Management January 2007 - June 2009
Goldman Sachs June 2005 - November 2006
Goldman Sachs 2004 - 2004
Skills
Financial Modeling, Equities, Portfolio Management, Financial Analysis, Valuation, Finance, Strategy, Hedge Funds, Bloomberg, Investments, Financial Services, Equity Research, Asset Management, Fundamental Analysis, Private Equity, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Capital Markets, Finance
China Europe International Business School (CEIBS) 2010 — 2010
Binghamton University - School of Management 2001 — 2005
BS, Finance
Logan Circle Partners/ Fortress Investment Group June 2013 - February 2015
Goldman Sachs Asset Management May 2011 - May 2013
Goldman Sachs Asset Management 2010 - 2010
Wellington Management January 2007 - June 2009
Goldman Sachs June 2005 - November 2006
Goldman Sachs 2004 - 2004
Skills
Financial Modeling, Equities, Portfolio Management, Financial Analysis, Valuation, Finance, Strategy, Hedge Funds, Bloomberg, Investments, Financial Services, Equity Research, Asset Management, Fundamental Analysis, Private Equity, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Capital Markets, Finance
China Europe International Business School (CEIBS) 2010 — 2010
Binghamton University - School of Management 2001 — 2005
BS, Finance
Harpreet Walia Harpreet Walia's Wellington Management Experience April 2012 - September 2013
Job Sr Technical Consultant at L&T Infotech
Industry Financial Services
Experience
L&T Infotech (Client: Citigroup) March 2014 - Present
Charles River Development September 2013 - March 2014
Wellington Management April 2012 - September 2013
Wipro Technologies (Client: StateStreet Global Advisors) September 2007 - August 2012
Wipro Technologies (Client: NYSE Euronext) February 2005 - May 2007
Wipro Technologies September 2004 - January 2005
Skills
Unix Shell Scripting, Autosys, Oracle, SQL, Sybase, ClearCase, ClearQuest, Fidessa Minerva, Fidessa Sentinel, Fidessa Tesseract, Omgeo CTM, FIX, Fixed Income, SWIFT, Equity Trading, FX, Futures, Electronic Trading, Trading Systems, Trade life cycle, Derivatives, VBScript, Business Analysis, Databases, DB2, PL/SQL, Perl, Equity Derivatives, Market Data, Order Management, Fidessa, Shell Scripting, Unix
Education
BITS Pilani 2004 — 2008
Master of Science in Software Engineering
Valia College 2001 — 2004
Bachelor of Science (IT), Information Technology
L&T Infotech (Client: Citigroup) March 2014 - Present
Charles River Development September 2013 - March 2014
Wellington Management April 2012 - September 2013
Wipro Technologies (Client: StateStreet Global Advisors) September 2007 - August 2012
Wipro Technologies (Client: NYSE Euronext) February 2005 - May 2007
Wipro Technologies September 2004 - January 2005
Skills
Unix Shell Scripting, Autosys, Oracle, SQL, Sybase, ClearCase, ClearQuest, Fidessa Minerva, Fidessa Sentinel, Fidessa Tesseract, Omgeo CTM, FIX, Fixed Income, SWIFT, Equity Trading, FX, Futures, Electronic Trading, Trading Systems, Trade life cycle, Derivatives, VBScript, Business Analysis, Databases, DB2, PL/SQL, Perl, Equity Derivatives, Market Data, Order Management, Fidessa, Shell Scripting, Unix
Education
BITS Pilani 2004 — 2008
Master of Science in Software Engineering
Valia College 2001 — 2004
Bachelor of Science (IT), Information Technology
Adam Bolduc's Wellington Management Experience September 2013 - January 2015
Job Equity Product Management Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2013 - January 2015
Wellington Management February 2012 - September 2013
Sun Life Capital Advisers October 2011 - December 2011
New England Private Wealth Advisors December 2010 - May 2011
Bracebridge Capital December 2009 - September 2010
Red River Computer Company May 2007 - August 2007
Skills
Fixed Income, Alternative Investments, Portfolio Management, Financial Reporting, Investments, Mutual Funds, Analysis, Bloomberg, Asset Allocation, Investment Management, Finance, Equities
Education
Bentley University 2010 — 2011
MS, Financial Planning
Bentley University 2006 — 2010
BS, Finance
Wellington Management September 2013 - January 2015
Wellington Management February 2012 - September 2013
Sun Life Capital Advisers October 2011 - December 2011
New England Private Wealth Advisors December 2010 - May 2011
Bracebridge Capital December 2009 - September 2010
Red River Computer Company May 2007 - August 2007
Skills
Fixed Income, Alternative Investments, Portfolio Management, Financial Reporting, Investments, Mutual Funds, Analysis, Bloomberg, Asset Allocation, Investment Management, Finance, Equities
Education
Bentley University 2010 — 2011
MS, Financial Planning
Bentley University 2006 — 2010
BS, Finance
Brittany Russell's Wellington Management Experience June 2015 - Present
Job Accountant at Wellington Management
Industry Accounting
Experience
Wellington Management June 2015 - Present
Wellington Management February 2013 - June 2015
Progress Software June 2011 - February 2013
Bedford High School August 2011 - November 2012
World Wide TechServices June 2012 - August 2012
World Wide TechServices June 2010 - June 2011
Skills
Excel, Word, PowerPoint, Customer Service
Education
Bentley University
Bachelor of Science (B.S.), Accounting
Bedford High School 2004 — 2008
Wellington Management June 2015 - Present
Wellington Management February 2013 - June 2015
Progress Software June 2011 - February 2013
Bedford High School August 2011 - November 2012
World Wide TechServices June 2012 - August 2012
World Wide TechServices June 2010 - June 2011
Skills
Excel, Word, PowerPoint, Customer Service
Education
Bentley University
Bachelor of Science (B.S.), Accounting
Bedford High School 2004 — 2008
Cheryl Swanson's Wellington Management Experience August 2013 - Present
Job Business management
Industry Investment Management
Experience
Wellington Management August 2013 - Present
Wellington Management January 2013 - July 2013
FactSet Research Systems 1995 - 2005
Skills
Relationship Management, Account Management, Financial Services, Superior Client Service, Business Analysis, Client Services
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Mathematics
Wellington Management August 2013 - Present
Wellington Management January 2013 - July 2013
FactSet Research Systems 1995 - 2005
Skills
Relationship Management, Account Management, Financial Services, Superior Client Service, Business Analysis, Client Services
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Mathematics
Frances Corniel's Wellington Management Experience 2002 - 2005
Job Administrative Assistant, MIT
Industry Research
Experience
Springfield Public Schools October 2012 - March 2013
Cambridge Department of Recreation June 2012 - August 2012
Boston Public Schools September 2010 - June 2011
Cambridge Public School September 2007 - October 2010
Franciscan Hospital for Children 2009 - 2010
General Investment & Development 2005 - 2006
Wellington Management 2002 - 2005
Akamai Technologies 1999 - 2002
Skills
Public Speaking, Research, Event Planning, Microsoft Office, Customer Service, Teaching, Staff Development, Higher Education, Fundraising, Community Outreach, Curriculum Development, Nonprofits
Education
Boston College
BA
Lesley University
MA
Springfield Public Schools October 2012 - March 2013
Cambridge Department of Recreation June 2012 - August 2012
Boston Public Schools September 2010 - June 2011
Cambridge Public School September 2007 - October 2010
Franciscan Hospital for Children 2009 - 2010
General Investment & Development 2005 - 2006
Wellington Management 2002 - 2005
Akamai Technologies 1999 - 2002
Skills
Public Speaking, Research, Event Planning, Microsoft Office, Customer Service, Teaching, Staff Development, Higher Education, Fundraising, Community Outreach, Curriculum Development, Nonprofits
Education
Boston College
BA
Lesley University
MA
Veeraselvan Gopal Veeraselvan Gopal's Wellington Management Experience November 2007 - November 2009
Job PeopleSoft Financial Project Manager
Industry Financial Services
Experience
HCL Technologies November 2014 - Present
TIAA-CREF November 2014 - Present
Emerio June 2014 - October 2014
PwC September 2013 - March 2014
Moody's Corporation May 2012 - August 2013
McKesson / US Oncology May 2011 - April 2012
Cognizant Technology Solutions February 1997 - April 2012
Schneider National Inc. December 2009 - April 2011
Wellington Management November 2007 - November 2009
MetLife March 2003 - October 2007
Skills
Requirements Analysis, SDLC, Business Intelligence, Oracle Applications, Program Management, Unix, Integration, Project Management, Software Project..., Business Process..., Oracle, PeopleSoft Financial, Management, ERP, PeopleSoft
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
PSG College of Technology 1992 — 1996
B E, Production Engineering
HCL Technologies November 2014 - Present
TIAA-CREF November 2014 - Present
Emerio June 2014 - October 2014
PwC September 2013 - March 2014
Moody's Corporation May 2012 - August 2013
McKesson / US Oncology May 2011 - April 2012
Cognizant Technology Solutions February 1997 - April 2012
Schneider National Inc. December 2009 - April 2011
Wellington Management November 2007 - November 2009
MetLife March 2003 - October 2007
Skills
Requirements Analysis, SDLC, Business Intelligence, Oracle Applications, Program Management, Unix, Integration, Project Management, Software Project..., Business Process..., Oracle, PeopleSoft Financial, Management, ERP, PeopleSoft
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
PSG College of Technology 1992 — 1996
B E, Production Engineering
Tom Felago, CFA Tom Felago, CFA's Wellington Management Experience February 2010 - Present
Job Managing Director US Financial Intermediaries Group
Industry Investment Management
Experience
Wellington Management February 2010 - Present
UBS July 2007 - February 2010
Goldman Sachs August 2005 - June 2007
Education
Tuck School of Business 2003 — 2005
MBA, Finance
Boston College 1994 — 1998
BS, Finance & Marketing
Wellington Management February 2010 - Present
UBS July 2007 - February 2010
Goldman Sachs August 2005 - June 2007
Education
Tuck School of Business 2003 — 2005
MBA, Finance
Boston College 1994 — 1998
BS, Finance & Marketing
Michael Nadeau's Wellington Management Experience January 2007 - May 2009
Job Head of Technology / CTO
Industry Investment Management
Experience
Pioneer Investments September 2013 - Present
Boston Financial April 2010 - September 2013
Nuveau July 2009 - March 2010
Wellington Management January 2007 - May 2009
Wellington Management June 2005 - October 2008
Wellington Management July 2003 - January 2007
Wellington Management June 2000 - July 2003
Wellington Management May 1997 - June 2000
Wellington Management February 1995 - May 1997
Liberty Financial Companies 1992 - February 1995
Skills
Executive Management, IT Strategy, Leadership, Agile Project Management, IT Management, Vendor Management, PMO, Digital Strategy, E-business, Global Management, Project Portfolio..., Enterprise Data..., Talent Management, Business Intelligence, Application Management, Risk Management, Portfolio Management, Entrepreneurship, Start-ups, Mobile Technology, Cloud Computing, Professional Services, Compliance, Investments, Asset Management, Product Development, Hedge Funds, Mutual Funds, IT Transformation, Strategic Leadership, Systems Analysis, Product Management, Insurance, Social Media, Financial Markets, Computer Security, Venture Capital, Globalization, Software Engineering, Software Development..., Information Management, Web Applications, IT Outsourcing, Global Sourcing, Transfer Agency, Brokerage, Web Design, Offshoring, Mobile Internet, Mobile Applications
Education
Bentley University 1986 — 1990
BS-CIS, Computer Information Systems / Business
Boston University - School of Management
MBA (partial), Completed half MBA
Pioneer Investments September 2013 - Present
Boston Financial April 2010 - September 2013
Nuveau July 2009 - March 2010
Wellington Management January 2007 - May 2009
Wellington Management June 2005 - October 2008
Wellington Management July 2003 - January 2007
Wellington Management June 2000 - July 2003
Wellington Management May 1997 - June 2000
Wellington Management February 1995 - May 1997
Liberty Financial Companies 1992 - February 1995
Skills
Executive Management, IT Strategy, Leadership, Agile Project Management, IT Management, Vendor Management, PMO, Digital Strategy, E-business, Global Management, Project Portfolio..., Enterprise Data..., Talent Management, Business Intelligence, Application Management, Risk Management, Portfolio Management, Entrepreneurship, Start-ups, Mobile Technology, Cloud Computing, Professional Services, Compliance, Investments, Asset Management, Product Development, Hedge Funds, Mutual Funds, IT Transformation, Strategic Leadership, Systems Analysis, Product Management, Insurance, Social Media, Financial Markets, Computer Security, Venture Capital, Globalization, Software Engineering, Software Development..., Information Management, Web Applications, IT Outsourcing, Global Sourcing, Transfer Agency, Brokerage, Web Design, Offshoring, Mobile Internet, Mobile Applications
Education
Bentley University 1986 — 1990
BS-CIS, Computer Information Systems / Business
Boston University - School of Management
MBA (partial), Completed half MBA
Vijay Narayanasamy Vijay Narayanasamy's Wellington Management Experience November 2013 - February 2015
Job Sr. Manager Engineering eCommerce SRE at Staples
Industry Retail
Experience
Staples March 2015 - Present
Wellington Management November 2013 - February 2015
Staples November 2012 - November 2013
Staples October 2001 - November 2013
Staples May 2007 - May 2008
Unique Computing Solutions February 2000 - October 2001
Anand Technologies Corp August 1997 - February 2000
Citibank India December 1995 - August 1997
Skills
UNIX Administration, Middleware, WebSphere MQ, WebSphere Application..., IBM Websphere Commerce, WebSphere Message Broker, IBM HTTP Server, SOA, Veritas Cluster Server, Veritas NetBackup, IBM Tivoli, High Availability..., Multisite HA Design and..., Linux System..., Network Administration..., Veritas Storage..., Veritas Volume Manager, IBM Certified, HP Certified Systems..., Certified Systems..., People Management..., Project Management, Talent Development, Expert in MQ QMGR..., Performance Tuning, Talent Developer, AIX Administration, HP-UX, Solaris 8/9/10, Unix, Netbackup, AIX, Cluster, EAI, High Availability, Solaris, System Administration, Web Services, Talent Management, NetBackup, SDLC, IT Strategy, Integration, Enterprise Architecture, Requirements Analysis
Education
MIT Sloan School of Management 2008 — 2008
Certification, Fundamentals of Finance for IT Executives
Bharathidasan University 1993 — 1996
Master of Computer Applications (M.C.A.), Computer Application
University of Madras 1990 — 1993
Bachelor of Science (B.Sc.), Physics
Staples March 2015 - Present
Wellington Management November 2013 - February 2015
Staples November 2012 - November 2013
Staples October 2001 - November 2013
Staples May 2007 - May 2008
Unique Computing Solutions February 2000 - October 2001
Anand Technologies Corp August 1997 - February 2000
Citibank India December 1995 - August 1997
Skills
UNIX Administration, Middleware, WebSphere MQ, WebSphere Application..., IBM Websphere Commerce, WebSphere Message Broker, IBM HTTP Server, SOA, Veritas Cluster Server, Veritas NetBackup, IBM Tivoli, High Availability..., Multisite HA Design and..., Linux System..., Network Administration..., Veritas Storage..., Veritas Volume Manager, IBM Certified, HP Certified Systems..., Certified Systems..., People Management..., Project Management, Talent Development, Expert in MQ QMGR..., Performance Tuning, Talent Developer, AIX Administration, HP-UX, Solaris 8/9/10, Unix, Netbackup, AIX, Cluster, EAI, High Availability, Solaris, System Administration, Web Services, Talent Management, NetBackup, SDLC, IT Strategy, Integration, Enterprise Architecture, Requirements Analysis
Education
MIT Sloan School of Management 2008 — 2008
Certification, Fundamentals of Finance for IT Executives
Bharathidasan University 1993 — 1996
Master of Computer Applications (M.C.A.), Computer Application
University of Madras 1990 — 1993
Bachelor of Science (B.Sc.), Physics
Adam C. White's Wellington Management Experience November 2013 - Present
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2013 - Present
Chimera Securities May 2012 - August 2012
Beaumont Financial Partners LLC January 2010 - May 2012
Capital Analysts of New England January 2004 - October 2009
Capital Analysts of New England May 2002 - January 2004
Center for Business Ethics at Bentley University January 2000 - May 2002
Skills
Trading, Tactical Asset..., Investment Coordinating, Business Relationship..., Portfolio Management, Economic Research, Operations Management, Systems Analysis, Investment Products, Client Relationship..., Client Retention, Sales Operations, Direct Sales, Trading Systems, Business Ethics, Profit & Loss Management, Risk Assessment, Operational Risk, Risk Management, Brokerage, Institutional Investors, Block Trading, International Trading, Trade Analysis, Equity Valuation, Alternative Investments, Bond Trading, Equity Trading, Commodities, Quantitative Modeling, Quantitative Analysis, Bloomberg, Microsoft Office, Series 7, Series 65, Technical Analysis, Portfolio Optimization, Investments
Education
Boston University 2011 — 2012
M.S.
Bentley University 2000 — 2001
Bachelors of Science
Wellington Management November 2013 - Present
Chimera Securities May 2012 - August 2012
Beaumont Financial Partners LLC January 2010 - May 2012
Capital Analysts of New England January 2004 - October 2009
Capital Analysts of New England May 2002 - January 2004
Center for Business Ethics at Bentley University January 2000 - May 2002
Skills
Trading, Tactical Asset..., Investment Coordinating, Business Relationship..., Portfolio Management, Economic Research, Operations Management, Systems Analysis, Investment Products, Client Relationship..., Client Retention, Sales Operations, Direct Sales, Trading Systems, Business Ethics, Profit & Loss Management, Risk Assessment, Operational Risk, Risk Management, Brokerage, Institutional Investors, Block Trading, International Trading, Trade Analysis, Equity Valuation, Alternative Investments, Bond Trading, Equity Trading, Commodities, Quantitative Modeling, Quantitative Analysis, Bloomberg, Microsoft Office, Series 7, Series 65, Technical Analysis, Portfolio Optimization, Investments
Education
Boston University 2011 — 2012
M.S.
Bentley University 2000 — 2001
Bachelors of Science
James DiFiore's Wellington Management Experience 2007 - Present
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
John George's Wellington Management Experience July 2014 - Present
Job Research Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Bentley Investment Group March 2013 - April 2014
Bentley Investment Group March 2013 - April 2014
The Boston Company June 2012 - April 2014
Huey Center For Financial Services September 2012 - November 2013
Skills
Portfolio Management, Finance, Analysis, Management, Asset Management, Asset Allocation, Program Management, Equity Research, Economics, Project Finance, Insurance, Stata, Data Analysis, Capital Markets, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's, Economics/Finance, Junior
Wellington Management July 2014 - Present
Bentley Investment Group March 2013 - April 2014
Bentley Investment Group March 2013 - April 2014
The Boston Company June 2012 - April 2014
Huey Center For Financial Services September 2012 - November 2013
Skills
Portfolio Management, Finance, Analysis, Management, Asset Management, Asset Allocation, Program Management, Equity Research, Economics, Project Finance, Insurance, Stata, Data Analysis, Capital Markets, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's, Economics/Finance, Junior
Natalie Brooks Natalie Brooks's Wellington Management Experience July 2014 - Present
Job Technology Associate at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management July 2014 - Present
Bentley University September 2012 - May 2014
Fujitsu Caribbean March 2011 - July 2012
Fujitsu Caribbean November 2009 - March 2011
Florida Institute of Technology January 2009 - May 2009
Florida Institute of Technology October 2006 - May 2009
e-Learning Jamaica July 2008 - August 2008
Florida Institute of Technology May 2008 - July 2008
Fujitsu Caribbean 2004 - 2007
Life of Jamaica June 2006 - August 2006
Skills
System Administration, Technical Support, Dameware, Customer Service, Windows Server, Database Administration, Access, Process Modeling, Troubleshooting, Network Administration, Microsoft Dynamics, Process Analysis, SAP, Systems Analysis, Change Management, Scopes Of Work, Process Improvement, Technical Writing, Report Writing, Moodle, Angel LMS, Business Analysis, SQL, Requirements Analysis, Linux, Testing, Windows, Microsoft Excel, Networking, Java, Data Analysis, Analysis, Project Management, Leadership, Software Documentation, Event Planning, Team Leadership
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA); Master of Science (MS), Information Technology
Florida Institute of Technology 2005 — 2009
Bachelor of Science, Information Management
Immaculate Conception High School 2003 — 2005
Campion College 1998 — 2003
Wellington Management July 2014 - Present
Bentley University September 2012 - May 2014
Fujitsu Caribbean March 2011 - July 2012
Fujitsu Caribbean November 2009 - March 2011
Florida Institute of Technology January 2009 - May 2009
Florida Institute of Technology October 2006 - May 2009
e-Learning Jamaica July 2008 - August 2008
Florida Institute of Technology May 2008 - July 2008
Fujitsu Caribbean 2004 - 2007
Life of Jamaica June 2006 - August 2006
Skills
System Administration, Technical Support, Dameware, Customer Service, Windows Server, Database Administration, Access, Process Modeling, Troubleshooting, Network Administration, Microsoft Dynamics, Process Analysis, SAP, Systems Analysis, Change Management, Scopes Of Work, Process Improvement, Technical Writing, Report Writing, Moodle, Angel LMS, Business Analysis, SQL, Requirements Analysis, Linux, Testing, Windows, Microsoft Excel, Networking, Java, Data Analysis, Analysis, Project Management, Leadership, Software Documentation, Event Planning, Team Leadership
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA); Master of Science (MS), Information Technology
Florida Institute of Technology 2005 — 2009
Bachelor of Science, Information Management
Immaculate Conception High School 2003 — 2005
Campion College 1998 — 2003
Alex Snickenberger's Wellington Management Experience July 2008 - January 2010
Job Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Wellington Management July 2008 - January 2010
Wellington Management June 2007 - August 2007
Skills
Bloomberg, Equities, Series 7, Securities, Equity Valuation, Valuation, Equity Trading, Electronic Trading, Trading, Trading Systems, Series 63
Education
Boston College 2004 — 2008
Morgan Stanley January 2010 - Present
Wellington Management July 2008 - January 2010
Wellington Management June 2007 - August 2007
Skills
Bloomberg, Equities, Series 7, Securities, Equity Valuation, Valuation, Equity Trading, Electronic Trading, Trading, Trading Systems, Series 63
Education
Boston College 2004 — 2008
Garrett Melson Garrett Melson's Wellington Management Experience June 2014 - July 2015
Job MBA Candidate at D'AmoreMcKim School of Business, Northeastern University
Industry Financial Services
Experience
Wellington Management June 2014 - July 2015
Fidelity Investments April 2012 - June 2013
Fidelity Investments July 2011 - April 2012
West Marine April 2010 - August 2010
Skills
Trading Strategies, Equity Trading, Series 63, Series 7, Bloomberg, Fixed Income, Investments, Financial Modeling, Capital Markets, Securities, Mutual Funds, FINRA, Asset Allocation, Options, Equities, Investment Strategies, ETFs, Equity Research, Equity Research Analysis, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Boston College 2007 — 2011
BA, History
Wellington Management June 2014 - July 2015
Fidelity Investments April 2012 - June 2013
Fidelity Investments July 2011 - April 2012
West Marine April 2010 - August 2010
Skills
Trading Strategies, Equity Trading, Series 63, Series 7, Bloomberg, Fixed Income, Investments, Financial Modeling, Capital Markets, Securities, Mutual Funds, FINRA, Asset Allocation, Options, Equities, Investment Strategies, ETFs, Equity Research, Equity Research Analysis, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Boston College 2007 — 2011
BA, History
Matt McKenna's Wellington Management Experience October 2013 - Present
Job Equity Portfolio Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2013 - Present
T. Rowe Price October 2010 - September 2013
Westfield Capital Management January 2005 - August 2009
Skills
Equities, Investments, Mutual Funds, Performance Attribution, Portfolio Management, Finance, Analysis
Education
Bentley University 2009 — 2010
MBA, Finance & Management
Saint Anselm College 1999 — 2003
BA, Business Administration
Nashua High School 1996 — 1999
Wellington Management October 2013 - Present
T. Rowe Price October 2010 - September 2013
Westfield Capital Management January 2005 - August 2009
Skills
Equities, Investments, Mutual Funds, Performance Attribution, Portfolio Management, Finance, Analysis
Education
Bentley University 2009 — 2010
MBA, Finance & Management
Saint Anselm College 1999 — 2003
BA, Business Administration
Nashua High School 1996 — 1999
Amanda Grabowski Amanda Grabowski's Wellington Management Experience July 2012 - March 2015
Job HR Business Analyst at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments March 2015 - Present
Wellington Management July 2012 - March 2015
PlanStrong Investment Management September 2010 - July 2012
BNY Mellon July 2008 - September 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (MBA)
Bryant University 2004 — 2008
BS/BA, Finance, Economics
Bond University 2007 — 2007
Study Abroad - Australia
Liberty Mutual Investments March 2015 - Present
Wellington Management July 2012 - March 2015
PlanStrong Investment Management September 2010 - July 2012
BNY Mellon July 2008 - September 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Master of Business Administration (MBA)
Bryant University 2004 — 2008
BS/BA, Finance, Economics
Bond University 2007 — 2007
Study Abroad - Australia
William Scammell's Wellington Management Experience January 2011 - August 2011
Job Sr. User Interface Designer at PAREXEL
Industry Design
Experience
PAREXEL January 2013 - Present
PAREXEL January 2013 - May 2013
wscd.biz January 1987 - December 2012
Alzheimer's Association October 2012 - October 2012
The Dolan Company July 2012 - September 2012
Wellington Management January 2011 - August 2011
Bank of America Merrill Lynch July 2006 - June 2010
McGraw-Hill 2002 - 2009
Dow Jones & Co. (Financial Information Systems) July 2004 - May 2006
MediaLive International September 1992 - September 2002
Skills
User Interface Design, User Experience, Interaction Design, User Interface, Information Architecture, User-centered Design, User Experience Design, User Stories, User Personas, Information Design, Wireframes, Technical Writing, Usability, User Story Maps, Use Case, Use Case Diagrams, Heuristic Evaluation, Agile Methodologies, Camtasia, Usability Testing, Storyboarding, Graphic Design, Layout, Corporate Branding, Brand Development, Corporate Identity, Adobe Creative Suite, Adobe Fireworks, InDesign, Photoshop, Illustrator, Brochures, Graphics, Logo Design, Advertising, Posters, Web Design, Publications, Magazines, Typography, Creative Direction, Adobe Acrobat
Education
Bentley University 1998 — 1998
starting a UX Certificate, Web Page, Digital/Multimedia and Information Resources Design
University of Massachusetts Boston 1981 — 1991
BA, English, minors in Comp. Sci. and German
PAREXEL January 2013 - Present
PAREXEL January 2013 - May 2013
wscd.biz January 1987 - December 2012
Alzheimer's Association October 2012 - October 2012
The Dolan Company July 2012 - September 2012
Wellington Management January 2011 - August 2011
Bank of America Merrill Lynch July 2006 - June 2010
McGraw-Hill 2002 - 2009
Dow Jones & Co. (Financial Information Systems) July 2004 - May 2006
MediaLive International September 1992 - September 2002
Skills
User Interface Design, User Experience, Interaction Design, User Interface, Information Architecture, User-centered Design, User Experience Design, User Stories, User Personas, Information Design, Wireframes, Technical Writing, Usability, User Story Maps, Use Case, Use Case Diagrams, Heuristic Evaluation, Agile Methodologies, Camtasia, Usability Testing, Storyboarding, Graphic Design, Layout, Corporate Branding, Brand Development, Corporate Identity, Adobe Creative Suite, Adobe Fireworks, InDesign, Photoshop, Illustrator, Brochures, Graphics, Logo Design, Advertising, Posters, Web Design, Publications, Magazines, Typography, Creative Direction, Adobe Acrobat
Education
Bentley University 1998 — 1998
starting a UX Certificate, Web Page, Digital/Multimedia and Information Resources Design
University of Massachusetts Boston 1981 — 1991
BA, English, minors in Comp. Sci. and German
James Woolwine James Woolwine's Wellington Management Experience September 2004 - January 2010
Job Freelance Musician and Music Teacher
Industry Music
Experience
James Woolwine 2004 - Present
Professional Musician 1999 - Present
Music 101 April 2010 - October 2012
James Woolwine - solo pianist for hire 2006 - 2012
Wellington Management September 2004 - January 2010
Godspell October 2008 - October 2008
Acrasjia November 2007 - May 2008
spigospera October 2006 - May 2007
Skills
Music Industry, Music, Guitar, Rock, Band, Songwriting, Classical, Music Production, Piano, Guitarist, Musicians, Musical Theatre, Pianist, Music Theory, Keyboardist, Recording, Composition, Guitar Playing, Bands
Education
Berklee College of Music 2000 — 2004
music, business, guitar performance
James Woolwine 2004 - Present
Professional Musician 1999 - Present
Music 101 April 2010 - October 2012
James Woolwine - solo pianist for hire 2006 - 2012
Wellington Management September 2004 - January 2010
Godspell October 2008 - October 2008
Acrasjia November 2007 - May 2008
spigospera October 2006 - May 2007
Skills
Music Industry, Music, Guitar, Rock, Band, Songwriting, Classical, Music Production, Piano, Guitarist, Musicians, Musical Theatre, Pianist, Music Theory, Keyboardist, Recording, Composition, Guitar Playing, Bands
Education
Berklee College of Music 2000 — 2004
music, business, guitar performance
Rachael Weiss Rachael Weiss's Wellington Management Experience May 2001 - December 2003
Job Consultant at Business Development & Strategy
Industry Consumer Electronics
Experience
Business Development & Strategy 2015 - Present
Pininfarina Extra 2015 - Present
NGI (Stealth Startup) 2014 - 2015
Apple Inc. 2011 - 2014
Mars 2009 - 2011
Mars March 2007 - August 2009
WestRock Company 2005 - 2007
Wellington Management May 2001 - December 2003
Sapient Corporation (now SapientNitro) January 2000 - March 2001
Barnes & Noble June 1998 - December 1999
Skills
Merchandising, Cross-functional Team..., Strategy, Project Management, Product Launch, Marketing, Consumer Products, Visual Merchandising, Brand Management, Product Development, Retail Packaging, Customer Experience, User Experience, Retail Design, Brand Development, Product Innovation, Vendor Management, Product Marketing, FMCG, Marketing Communications, Brand Architecture, OS X, Graphics, Industrial Design, Logo Design, Adobe Creative Suite, Corrugated, Qualitative Research, Start-ups, Marketing Strategy, Management
Education
d.school: Institute of Design at Stanford
Design Thinking Boot Camp: From Insights to Innovation
Kean University
Industrial Design
State University of New York at Binghamton
BA, Literature & Rhetoric
Massachusetts College of Art and Design
Masters coursework in, Graphic Design
RIVA Training Institute
Graduate of RIVA Moderator Training Institute, Qualitative Research
Business Development & Strategy 2015 - Present
Pininfarina Extra 2015 - Present
NGI (Stealth Startup) 2014 - 2015
Apple Inc. 2011 - 2014
Mars 2009 - 2011
Mars March 2007 - August 2009
WestRock Company 2005 - 2007
Wellington Management May 2001 - December 2003
Sapient Corporation (now SapientNitro) January 2000 - March 2001
Barnes & Noble June 1998 - December 1999
Skills
Merchandising, Cross-functional Team..., Strategy, Project Management, Product Launch, Marketing, Consumer Products, Visual Merchandising, Brand Management, Product Development, Retail Packaging, Customer Experience, User Experience, Retail Design, Brand Development, Product Innovation, Vendor Management, Product Marketing, FMCG, Marketing Communications, Brand Architecture, OS X, Graphics, Industrial Design, Logo Design, Adobe Creative Suite, Corrugated, Qualitative Research, Start-ups, Marketing Strategy, Management
Education
d.school: Institute of Design at Stanford
Design Thinking Boot Camp: From Insights to Innovation
Kean University
Industrial Design
State University of New York at Binghamton
BA, Literature & Rhetoric
Massachusetts College of Art and Design
Masters coursework in, Graphic Design
RIVA Training Institute
Graduate of RIVA Moderator Training Institute, Qualitative Research
John P Murphy John P Murphy's Wellington Management Experience January 2013 - Present
Job Finance professional with handson experience in Accounting, FP&A, and Project Management
Industry Hospital & Health Care
Experience
PhysicianOne Urgent Care September 2015 - Present
Wellington Management January 2013 - Present
Skills
Financial Analysis, Financial Modeling, Business Analysis, Finance, Financial Services, Financial Reporting, Financial Accounting, Project Planning, Project Management, PeopleSoft Financial, International Project..., Forecasting, Budget Monitoring, Operating Budgets, Department Budget..., Foreign Exchange, IFRS, Business Process..., Business Process, Business Writing, ADP Payroll, Payroll Services, Payroll Administration, Accounts Payable, T&E, Tableau, MS Excel Pivot Tables, Travel Management, Deferred Compensation, Global Compensation, Data Conversion, Payroll Conversions, System Implementations, Internal Controls, Financial Audits, Consolidated Financial..., Management Of Direct..., Account Reconciliation, Team Leadership, RFP, Business Continuity..., Presentation Skills, Business Architecture
Education
Suffolk University 1997 — 1999
Master of Business Administration (M.B.A.)
Bentley University 1988 — 1992
Bachelor's degree
PhysicianOne Urgent Care September 2015 - Present
Wellington Management January 2013 - Present
Skills
Financial Analysis, Financial Modeling, Business Analysis, Finance, Financial Services, Financial Reporting, Financial Accounting, Project Planning, Project Management, PeopleSoft Financial, International Project..., Forecasting, Budget Monitoring, Operating Budgets, Department Budget..., Foreign Exchange, IFRS, Business Process..., Business Process, Business Writing, ADP Payroll, Payroll Services, Payroll Administration, Accounts Payable, T&E, Tableau, MS Excel Pivot Tables, Travel Management, Deferred Compensation, Global Compensation, Data Conversion, Payroll Conversions, System Implementations, Internal Controls, Financial Audits, Consolidated Financial..., Management Of Direct..., Account Reconciliation, Team Leadership, RFP, Business Continuity..., Presentation Skills, Business Architecture
Education
Suffolk University 1997 — 1999
Master of Business Administration (M.B.A.)
Bentley University 1988 — 1992
Bachelor's degree
Nathan Oh's Wellington Management Experience June 2011 - December 2013
Job Account Manager at Maitland
Industry Investment Management
Experience
Maitland October 2014 - Present
Wellington Management June 2011 - December 2013
Merrill Lynch September 2010 - May 2011
Richmond Korean Presbyterian Church Summer Tutor Program June 2009 - August 2009
Samsung Securities June 2008 - August 2008
Excel Paging August 2006 - August 2006
Skills
Access, Data Analysis, Proficiency in..., Minored in Mandarin..., Microsoft Excel, Microsoft Word, Bloomberg, Advent Geneva, FactSet, Analysis, Sales, Finance, Management, Axys, Financial Reporting, Accounting, Account Reconciliation
Education
Bentley University 2007 — 2011
BS, Finance, Accounting
Northfield Mount Hermon 2005 — 2007
Maitland October 2014 - Present
Wellington Management June 2011 - December 2013
Merrill Lynch September 2010 - May 2011
Richmond Korean Presbyterian Church Summer Tutor Program June 2009 - August 2009
Samsung Securities June 2008 - August 2008
Excel Paging August 2006 - August 2006
Skills
Access, Data Analysis, Proficiency in..., Minored in Mandarin..., Microsoft Excel, Microsoft Word, Bloomberg, Advent Geneva, FactSet, Analysis, Sales, Finance, Management, Axys, Financial Reporting, Accounting, Account Reconciliation
Education
Bentley University 2007 — 2011
BS, Finance, Accounting
Northfield Mount Hermon 2005 — 2007
Shi Yin Shi Yin's Wellington Management Experience July 2015 - Present
Job Technology Associate
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Broadridge Financial Solutions 2014 - 2014
Bank of New York Mellon December 2012 - July 2013
Foundation for Financial Education July 2011 - December 2011
Sunshine Insurance Group February 2010 - May 2010
Guangdong development bank, Trade financing department May 2009 - December 2009
Industry and Commercial Bank of China Limited September 2008 - April 2009
Skills
Finance, MS Office, SQL, PL/SQL, SAS, Bloomberg, UML, JAVA, Enterprise Architecture
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
master, finance
Dongbei University of Finance and Economics 2005 — 2009
Bachelor of Applied Science (BASc), Economics
Bentley University
Master of Science (M.S.), Information Technology
Wellington Management July 2015 - Present
Broadridge Financial Solutions 2014 - 2014
Bank of New York Mellon December 2012 - July 2013
Foundation for Financial Education July 2011 - December 2011
Sunshine Insurance Group February 2010 - May 2010
Guangdong development bank, Trade financing department May 2009 - December 2009
Industry and Commercial Bank of China Limited September 2008 - April 2009
Skills
Finance, MS Office, SQL, PL/SQL, SAS, Bloomberg, UML, JAVA, Enterprise Architecture
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
master, finance
Dongbei University of Finance and Economics 2005 — 2009
Bachelor of Applied Science (BASc), Economics
Bentley University
Master of Science (M.S.), Information Technology
Judith Jasper's Wellington Management Experience June 2006 - December 2009
Job Financial Operations Professional
Industry Investment Management
Experience
Wellington Management June 2006 - December 2009
Wellington Management January 2000 - June 2006
Wellington Management November 1996 - January 2000
First Data Corporation June 1996 - November 1996
First Data Corporation March 1995 - June 1996
First Data Corporation June 1994 - March 1995
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Wellington Management June 2006 - December 2009
Wellington Management January 2000 - June 2006
Wellington Management November 1996 - January 2000
First Data Corporation June 1996 - November 1996
First Data Corporation March 1995 - June 1996
First Data Corporation June 1994 - March 1995
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Tina Raymond Tina Raymond's Wellington Management Experience December 1997 - July 2003
Job Compliance Professional
Industry Financial Services
Experience
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Charles River Development July 2014 - Present
Pioneer Investments June 2013 - July 2014
MFS Investment Management March 2012 - May 2013
Wellington Management Company, LLP August 2007 - March 2012
Wellington Management Company July 2003 - August 2007
Wellington Management December 1997 - July 2003
State Street June 1997 - December 1997
State Street June 1995 - June 1997
Skills
Risk Management, Asset Managment, Portfolio Management, Investment Management, Investments, Securities, Equities, Fixed Income, Derivatives, Asset Allocation, Hedge Funds, Bloomberg, Financial Services, Trading Systems, Private Equity, Asset Management, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Master of Science in Finance, Finance, General
Stonehill College 1991 — 1995
Bachelor of Science in Business Administration, Finance, Economics, Computer Information Systems
Alison Keogh's Wellington Management Experience April 2011 - September 2013
Job Investment Strategies Analyst at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management September 2013 - Present
Wellington Management April 2011 - September 2013
Meketa Investment Group October 2008 - September 2010
Meketa Investment Group February 2008 - September 2008
MJ's Express, Inc. September 2007 - February 2008
Skills
Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds, Capital Markets, Macro Analysis, Monetary Policy, Political Economy, Public Speaking, Product Management, Competitive Analysis, Equities, Microsoft Excel, Bonds, Risk Analysis, Morningstar Direct, FactSet, Yield Book, Haver
Education
Boston College
Bachelor of Arts (BA), History
Harvard University 2011 — 2012
Graduate Extension Coursework, Finance
Braintree High School
Natixis Global Asset Management September 2013 - Present
Wellington Management April 2011 - September 2013
Meketa Investment Group October 2008 - September 2010
Meketa Investment Group February 2008 - September 2008
MJ's Express, Inc. September 2007 - February 2008
Skills
Bloomberg, Alternative Investments, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds, Capital Markets, Macro Analysis, Monetary Policy, Political Economy, Public Speaking, Product Management, Competitive Analysis, Equities, Microsoft Excel, Bonds, Risk Analysis, Morningstar Direct, FactSet, Yield Book, Haver
Education
Boston College
Bachelor of Arts (BA), History
Harvard University 2011 — 2012
Graduate Extension Coursework, Finance
Braintree High School
Laura McIntyre's Wellington Management Experience May 2014 - Present
Job Counsel at Wellington Management
Industry Law Practice
Experience
Wellington Management May 2014 - Present
Goodwin Procter LLP May 2012 - April 2014
Threadneedle Asset Management May 2010 - March 2012
Sidley Austin September 2002 - April 2010
Skills
Investment Management, Alternative Investments, Hedge Funds
Education
Boston College Law School 1999 — 2002
Doctor of Law (JD)
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Wellington Management May 2014 - Present
Goodwin Procter LLP May 2012 - April 2014
Threadneedle Asset Management May 2010 - March 2012
Sidley Austin September 2002 - April 2010
Skills
Investment Management, Alternative Investments, Hedge Funds
Education
Boston College Law School 1999 — 2002
Doctor of Law (JD)
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Buggy Killampalli's Wellington Management Experience May 2006 — September 2006
Job Relationship Manager at Santander Bank, N.A.
Industry Real Estate
Experience
Santander Bank, N.A. April 2015 — Present
Santander Bank, N.A. February 2014 — March 2015
Santander Real Estate Capital July 2012 — February 2014
Arbor Commercial Mortgage October 2010 — July 2012
GEMSA/GE Real Estate June 2008 — October 2010
General Electric June 2007 — June 2008
Wellington Management May 2006 — September 2006
Wellington Management May 2005 — August 2005
Skills
Valuation, Asset Managment, Finance, Banking, Financial Modeling, Portfolio Management, Equities, Investments, Financial Analysis, Credit Analysis, Due Diligence, CMBS, Risk Management, Underwriting, Argus Modeling, Commercial Real Estate...
Education
Bentley University 2003 — 2007
Bachelor's degree, Finance
Chelmsford High School 2000 — 2003
Finance
Santander Bank, N.A. April 2015 — Present
Santander Bank, N.A. February 2014 — March 2015
Santander Real Estate Capital July 2012 — February 2014
Arbor Commercial Mortgage October 2010 — July 2012
GEMSA/GE Real Estate June 2008 — October 2010
General Electric June 2007 — June 2008
Wellington Management May 2006 — September 2006
Wellington Management May 2005 — August 2005
Skills
Valuation, Asset Managment, Finance, Banking, Financial Modeling, Portfolio Management, Equities, Investments, Financial Analysis, Credit Analysis, Due Diligence, CMBS, Risk Management, Underwriting, Argus Modeling, Commercial Real Estate...
Education
Bentley University 2003 — 2007
Bachelor's degree, Finance
Chelmsford High School 2000 — 2003
Finance
Phil Fontana, CFA's Wellington Management Experience August 2000 - March 2009
Job Vice President, Head of Product Development
Industry Investment Management
Experience
John Hancock Investment Management Services March 2009 - September 2011
Wellington Management August 2000 - March 2009
Wellington Management International Ltd July 2006 - December 2008
Putnam Investments 1998 - 2000
Skills
Chartered Financial..., Chartered Alternative..., Series 3
Education
Boston University Questrom School of Business 2001 — 2004
Graduate
Bentley University 1994 — 1998
Bachelors of Science, Finance
Bentley University 1994 — 1998
BS, Finance
John Hancock Investment Management Services March 2009 - September 2011
Wellington Management August 2000 - March 2009
Wellington Management International Ltd July 2006 - December 2008
Putnam Investments 1998 - 2000
Skills
Chartered Financial..., Chartered Alternative..., Series 3
Education
Boston University Questrom School of Business 2001 — 2004
Graduate
Bentley University 1994 — 1998
Bachelors of Science, Finance
Bentley University 1994 — 1998
BS, Finance
Anne Silver Anne Silver's Wellington Management Experience August 2003 - July 2007
Job Director of Operations at Parent/Professional Advocacy League
Industry Financial Services
Experience
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Austin Grippo's Wellington Management Experience January 2011 - July 2011
Job Veterinary Sales Representative at Boehringer Ingelheim Vetmedica
Industry Pharmaceuticals
Experience
Boehringer Ingelheim May 2013 - Present
Citi February 2012 - May 2013
Wellington Management January 2011 - July 2011
Phi Alpha Delta Law Fraternity, International September 2009 - December 2010
Allied Barton Security January 2009 - June 2009
Skills
Microsoft Excel, Project Management, Risk Management, Customer Relations, Spanish, Italian, Microsoft Office, Customer Service, Marketing, Sales
Education
Bond University 2011 — 2011
Study Abroad (Earned 16 Credits)
Northeastern University 2009 — 2011
Bachelors, Social Sciences and Humanities, Criminology, Magna Cum Laude (3.7)
Boehringer Ingelheim May 2013 - Present
Citi February 2012 - May 2013
Wellington Management January 2011 - July 2011
Phi Alpha Delta Law Fraternity, International September 2009 - December 2010
Allied Barton Security January 2009 - June 2009
Skills
Microsoft Excel, Project Management, Risk Management, Customer Relations, Spanish, Italian, Microsoft Office, Customer Service, Marketing, Sales
Education
Bond University 2011 — 2011
Study Abroad (Earned 16 Credits)
Northeastern University 2009 — 2011
Bachelors, Social Sciences and Humanities, Criminology, Magna Cum Laude (3.7)
Heather Harrington Heather Harrington's Wellington Management Experience June 2003 - December 2005
Job Project Manager at Sprint
Industry Telecommunications
Experience
Sprint February 2014 - Present
Alcatel-Lucent March 2012 - Present
MetroPCS April 2007 - March 2012
Onvio LLC January 2006 - March 2007
Wellington Management June 2003 - December 2005
Franklin Technology/Putnam Investments October 2000 - March 2003
HQ Global Workplaces April 1999 - October 2000
BT Office Products International June 1998 - April 1999
World Trade Center Boston May 1997 - June 1998
Skills
Microsoft Office 98, SAP, Oracle Applications, Bloomberg Terminal, Factset, Business Objects, PeopleSoft, Excel, PowerPoint, Word, Access, MS Project, Microsoft Office 2007, Visio, Microsoft Word, Microsoft Excel, Sales, Telecommunications, Budgets, Forecasting, LTE, Analysis, Vendor Management, Cellular Communications, Microsoft Office, Wireless, Microsoft Project, Management
Education
Bentley University 1997 — 1998
Meeting Management Certificate Program
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BS, Business Administration
Sprint February 2014 - Present
Alcatel-Lucent March 2012 - Present
MetroPCS April 2007 - March 2012
Onvio LLC January 2006 - March 2007
Wellington Management June 2003 - December 2005
Franklin Technology/Putnam Investments October 2000 - March 2003
HQ Global Workplaces April 1999 - October 2000
BT Office Products International June 1998 - April 1999
World Trade Center Boston May 1997 - June 1998
Skills
Microsoft Office 98, SAP, Oracle Applications, Bloomberg Terminal, Factset, Business Objects, PeopleSoft, Excel, PowerPoint, Word, Access, MS Project, Microsoft Office 2007, Visio, Microsoft Word, Microsoft Excel, Sales, Telecommunications, Budgets, Forecasting, LTE, Analysis, Vendor Management, Cellular Communications, Microsoft Office, Wireless, Microsoft Project, Management
Education
Bentley University 1997 — 1998
Meeting Management Certificate Program
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
BS, Business Administration
William Fink's Wellington Management Experience May 2010 - Present
Job Assistant Vice President, Global Relationship Group at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Massachusetts Pensions Reserves Investment Management Board June 2007 - May 2010
Back Bay Financial Group September 2006 - May 2007
American Transit Insurance Company 2006 - 2006
Skills
Investments, Asset Managment, Bloomberg, Fixed Income, Asset Allocation, Equities, Relationship Management, Mutual Funds, Pension Funds, Investment Strategies, Alternative Investments, Investment Management, Financial Services, Fund Of Funds, Institutional..., Business Development, Cross Selling, Salesforce.com, Liquid Alternatives, Hedge Funds, Asset Management
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
RMIT University 2006 — 2006
BS, Finance
St. John's High School 1999 — 2003
Wellington Management May 2010 - Present
Massachusetts Pensions Reserves Investment Management Board June 2007 - May 2010
Back Bay Financial Group September 2006 - May 2007
American Transit Insurance Company 2006 - 2006
Skills
Investments, Asset Managment, Bloomberg, Fixed Income, Asset Allocation, Equities, Relationship Management, Mutual Funds, Pension Funds, Investment Strategies, Alternative Investments, Investment Management, Financial Services, Fund Of Funds, Institutional..., Business Development, Cross Selling, Salesforce.com, Liquid Alternatives, Hedge Funds, Asset Management
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
RMIT University 2006 — 2006
BS, Finance
St. John's High School 1999 — 2003
Andrew Mahoney Andrew Mahoney's Wellington Management Experience May 2000 - December 2009
Job Associate Creative Director, Experience Design at Sapient Global Markets
Industry Internet
Experience
Sapient Global Markets September 2011 - Present
Bank of America March 2010 - September 2011
Massachusetts College of Art and Design May 2010 - August 2010
Freelance May 2000 - April 2010
Wellington Management May 2000 - December 2009
Freelance January 2000 - May 2000
Spire January 1999 - December 1999
Freelance April 1998 - December 1998
Ideascape January 1998 - April 1998
After Midnight Inc. September 1994 - December 1997
Skills
User Interface Design, User Experience, User-centered Design, Interaction Design, Information Architecture, Juggling, Creative Direction, Graphic Design, User Research, Wireframes, Information Design, Art Direction, Front-end, Mobile Design, Usability Engineering, User Experience Design, Usability Testing, Experience Design, Graphics, Wire Framing, User Interface, Persona
Education
Bentley University 2010 — 2011
UX
Saint John's University 1992 — 1994
BFA, Graphic Design
The Art Institute of Boston 1989 — 1992
Illustration
Lexington High School
Stanford HCI
Sapient Global Markets September 2011 - Present
Bank of America March 2010 - September 2011
Massachusetts College of Art and Design May 2010 - August 2010
Freelance May 2000 - April 2010
Wellington Management May 2000 - December 2009
Freelance January 2000 - May 2000
Spire January 1999 - December 1999
Freelance April 1998 - December 1998
Ideascape January 1998 - April 1998
After Midnight Inc. September 1994 - December 1997
Skills
User Interface Design, User Experience, User-centered Design, Interaction Design, Information Architecture, Juggling, Creative Direction, Graphic Design, User Research, Wireframes, Information Design, Art Direction, Front-end, Mobile Design, Usability Engineering, User Experience Design, Usability Testing, Experience Design, Graphics, Wire Framing, User Interface, Persona
Education
Bentley University 2010 — 2011
UX
Saint John's University 1992 — 1994
BFA, Graphic Design
The Art Institute of Boston 1989 — 1992
Illustration
Lexington High School
Stanford HCI
Raveena Lalwani's Wellington Management Experience January 2012 - July 2012
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Law Offices of Jeffrey Golkin January 2013 - July 2013
Wellington Management January 2012 - July 2012
Powermaster Engineers Private Limited May 2011 - July 2011
EXPRESS July 2010 - September 2010
Skills
Sentinel, AIM, SharePoint, Bloomberg Terminal, Microsoft Office 2007, Photoshop, Outlook, Microsoft Excel, Access, PowerPoint, Financial Statements, Financial Analysis, Microsoft Office
Education
Northeastern University 2011 — 2014
BSBA, Finance and Management
Bentley University 2010 — 2011
BSBA, Finance
Fidelity Investments June 2014 - Present
Law Offices of Jeffrey Golkin January 2013 - July 2013
Wellington Management January 2012 - July 2012
Powermaster Engineers Private Limited May 2011 - July 2011
EXPRESS July 2010 - September 2010
Skills
Sentinel, AIM, SharePoint, Bloomberg Terminal, Microsoft Office 2007, Photoshop, Outlook, Microsoft Excel, Access, PowerPoint, Financial Statements, Financial Analysis, Microsoft Office
Education
Northeastern University 2011 — 2014
BSBA, Finance and Management
Bentley University 2010 — 2011
BSBA, Finance
Philip Altamura Philip Altamura's Wellington Management Experience January 2002 - June 2002
Job Senior Manager, Corporate Financial Planning & Analysis at American Tower
Industry Financial Services
Experience
American Tower January 2015 - Present
American Tower August 2012 - January 2015
Credit Suisse August 2008 - December 2011
Lehman Brothers 2004 - 2008
Wellington Management January 2002 - June 2002
Investors Bank & Trust January 2001 - June 2001
Skills
Series 7, Series 65, Series 63
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Northeastern University 1988 — 2003
Business, Finance
Bond University 2000 — 2000
American Tower January 2015 - Present
American Tower August 2012 - January 2015
Credit Suisse August 2008 - December 2011
Lehman Brothers 2004 - 2008
Wellington Management January 2002 - June 2002
Investors Bank & Trust January 2001 - June 2001
Skills
Series 7, Series 65, Series 63
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Northeastern University 1988 — 2003
Business, Finance
Bond University 2000 — 2000
Charles Odence's Wellington Management Experience July 2012 - June 2014
Job Senior Client Reporting Associate at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management June 2014 - Present
Wellington Management July 2012 - June 2014
State Street September 2010 - July 2012
State Street November 2008 - September 2010
State Street September 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, DTC, SWIFT messages, Reuters, Photoshop, Equities, ETFs, Fixed Income, Emerging Markets, Securities, Hedge Funds, Alternative Investments
Education
Boston University 2013 — 2016
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communications
Acadian Asset Management June 2014 - Present
Wellington Management July 2012 - June 2014
State Street September 2010 - July 2012
State Street November 2008 - September 2010
State Street September 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, DTC, SWIFT messages, Reuters, Photoshop, Equities, ETFs, Fixed Income, Emerging Markets, Securities, Hedge Funds, Alternative Investments
Education
Boston University 2013 — 2016
Master of Business Administration (MBA)
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communications
A.J. Doyle, CFA's Wellington Management Experience October 2011 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
Wellington Management July 2007 - October 2011
UBS Investment Bank June 2006 - August 2006
Skills
Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
BS, Finance, Accounting
Hopkinton High School 1999 — 2003
Wellington Management October 2011 - Present
Wellington Management July 2007 - October 2011
UBS Investment Bank June 2006 - August 2006
Skills
Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College 2003 — 2007
BS, Finance, Accounting
Hopkinton High School 1999 — 2003
Christine Manfredi's Wellington Management Experience 1988 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wellington Management 1988 - 2008
Shawmut Bank 1983 - 1988
Boston Financial Data Services 1981 - 1983
City of Warwick, RI 1977 - 1981
Price Waterhouse 1973 - 1977
Education
Bentley University 1970 — 1973
BS, Accounting
Wellington Management 1988 - 2008
Shawmut Bank 1983 - 1988
Boston Financial Data Services 1981 - 1983
City of Warwick, RI 1977 - 1981
Price Waterhouse 1973 - 1977
Education
Bentley University 1970 — 1973
BS, Accounting
Chris Kirk Chris Kirk's Wellington Management Experience June 2004 - Present
Job Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2004 - Present
Merrill Lynch & Co. 1997 - 2004
A.T. Kearney (formerly EDS Consulting/Flater & Co.) 1993 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA, Economics, Philosophy
Wellington Management June 2004 - Present
Merrill Lynch & Co. 1997 - 2004
A.T. Kearney (formerly EDS Consulting/Flater & Co.) 1993 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA, Economics, Philosophy
Guy Lombardo Guy Lombardo's Wellington Management Experience March 2014 - Present
Job AVP Investment Administration Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Brian Savarino's Wellington Management Experience 2011 - 2012
Job
Industry Marketing and Advertising
Experience
Wellington Management 2011 - 2012
Wellington Management 2009 - 2011
Wellington Management 2006 - 2008
International Data Group 2004 - 2006
CDM Smith 2003 - 2003
Delaware North Companies, Inc. 2003 - 2003
Skills
Marketing Communications, Marketing, Social Media, Competitive Analysis, CRM, Digital Marketing, Social Media Marketing, Integrated Marketing, Market Research, Event Planning, Analytics, Marketing Strategy, Financial Services, Market Analysis, Google Analytics, Email Marketing, Project Management, Investments, Project Coordination, Relationship Management, Collaboration, Proofreading, Troubleshooting, International Business, Morningstar, Microsoft Office, Online Marketing, RFP
Education
Bentley University 2001 — 2005
B.S.
Royal Melbourne Institute of Technology 2004 — 2004
Melrose High School
Wellington Management 2011 - 2012
Wellington Management 2009 - 2011
Wellington Management 2006 - 2008
International Data Group 2004 - 2006
CDM Smith 2003 - 2003
Delaware North Companies, Inc. 2003 - 2003
Skills
Marketing Communications, Marketing, Social Media, Competitive Analysis, CRM, Digital Marketing, Social Media Marketing, Integrated Marketing, Market Research, Event Planning, Analytics, Marketing Strategy, Financial Services, Market Analysis, Google Analytics, Email Marketing, Project Management, Investments, Project Coordination, Relationship Management, Collaboration, Proofreading, Troubleshooting, International Business, Morningstar, Microsoft Office, Online Marketing, RFP
Education
Bentley University 2001 — 2005
B.S.
Royal Melbourne Institute of Technology 2004 — 2004
Melrose High School
Sean Barry's Wellington Management Experience August 2009 - May 2014
Job Senior Systems Manager at Lending Club
Industry Financial Services
Experience
Lending Club June 2014 - Present
Wellington Management August 2009 - May 2014
CapitalOne June 2000 - August 2009
Everynetwork, inc March 2000 - March 2005
Pollak Engineerd Products July 1997 - March 2000
Skills
Active Directory, Data Center, VMware ESX, Windows Server, Citrix, VMware, Virtualization, Disaster Recovery, NAS, Firewalls
Education
Bentley University 1991 — 1992
Saint Joseph's College 1990 — 1991
Lending Club June 2014 - Present
Wellington Management August 2009 - May 2014
CapitalOne June 2000 - August 2009
Everynetwork, inc March 2000 - March 2005
Pollak Engineerd Products July 1997 - March 2000
Skills
Active Directory, Data Center, VMware ESX, Windows Server, Citrix, VMware, Virtualization, Disaster Recovery, NAS, Firewalls
Education
Bentley University 1991 — 1992
Saint Joseph's College 1990 — 1991
ChandraKumar R's Wellington Management Experience May 2006 - August 2006
Job Sr Technical Architect/ATG Consultant at AT&T
Industry Information Technology and Services
Experience
AT&T January 2008 - Present
Capgemini August 2006 - January 2008
Wellington Management May 2006 - August 2006
BellSouth November 2004 - May 2006
Schneider National August 2004 - November 2004
Verizon Data Services January 2004 - August 2004
Infosys August 2002 - December 2003
Think Business Networks September 1997 - July 2002
Education
Birla Institute of Technology and Science, Pilani 2001 — 2002
Master of Science
Manonmaniam Sundaranar University 1993 — 1997
Bachelor of Engineering
AT&T January 2008 - Present
Capgemini August 2006 - January 2008
Wellington Management May 2006 - August 2006
BellSouth November 2004 - May 2006
Schneider National August 2004 - November 2004
Verizon Data Services January 2004 - August 2004
Infosys August 2002 - December 2003
Think Business Networks September 1997 - July 2002
Education
Birla Institute of Technology and Science, Pilani 2001 — 2002
Master of Science
Manonmaniam Sundaranar University 1993 — 1997
Bachelor of Engineering
Kumar Victor's Wellington Management Experience 2006 - 2007
Job Database Consultant at Octo Consulting Group
Industry Computer Software
Experience
Octo Consulting Group July 2014 - Present
Halvik February 2013 - June 2014
FAA May 2012 - February 2013
Wipro Retail ( Enabler) March 2011 - December 2011
Oracle Corporation April 2007 - March 2011
LTCQ, Inc. 2007 - 2007
Wellington Management 2006 - 2007
State Street ( IBT ) 2004 - 2006
J P Morgan Chase 2003 - 2004
White Amber Inc 2000 - 2001
Skills
Oracle, PL/SQL, SQL, Oracle Reports, Oracle Forms, Data Warehousing, ETL, Unix Shell Scripting, Unix, Data Modeling, Requirements Analysis, Business Intelligence, Oracle Applications, SDLC, Oracle E-Business Suite, Databases, Performance Tuning, Software Project..., Database Design, Business Analysis, SOA, SQL Tuning, Weblogic, Enterprise Architecture, Data Migration, Microsoft SQL Server, Erwin, Oracle RAC, Shell Scripting, Oracle SQL Developer, WebLogic
Education
Bharathidasan University 1994 — 1997
MCA (Masters in Computer applications), Software database systems, archtecture, computer principles, systems management
Bishop Heber College 1989 — 1992
B.Sc., Maths, Physics, Chemistry
Octo Consulting Group July 2014 - Present
Halvik February 2013 - June 2014
FAA May 2012 - February 2013
Wipro Retail ( Enabler) March 2011 - December 2011
Oracle Corporation April 2007 - March 2011
LTCQ, Inc. 2007 - 2007
Wellington Management 2006 - 2007
State Street ( IBT ) 2004 - 2006
J P Morgan Chase 2003 - 2004
White Amber Inc 2000 - 2001
Skills
Oracle, PL/SQL, SQL, Oracle Reports, Oracle Forms, Data Warehousing, ETL, Unix Shell Scripting, Unix, Data Modeling, Requirements Analysis, Business Intelligence, Oracle Applications, SDLC, Oracle E-Business Suite, Databases, Performance Tuning, Software Project..., Database Design, Business Analysis, SOA, SQL Tuning, Weblogic, Enterprise Architecture, Data Migration, Microsoft SQL Server, Erwin, Oracle RAC, Shell Scripting, Oracle SQL Developer, WebLogic
Education
Bharathidasan University 1994 — 1997
MCA (Masters in Computer applications), Software database systems, archtecture, computer principles, systems management
Bishop Heber College 1989 — 1992
B.Sc., Maths, Physics, Chemistry
Harmeet Sethi's Wellington Management Experience September 2004 - Present
Job Vice president and Software Development Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2004 - Present
fundtech 1999 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Binghamton University 1998 — 1999
MS, Computer Science
Binghamton University - School of Management 1998 — 1999
MS, Computer Science
Manipal Institute of Technology 1992 — 1996
BE, Mechanical
Wellington Management September 2004 - Present
fundtech 1999 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Binghamton University 1998 — 1999
MS, Computer Science
Binghamton University - School of Management 1998 — 1999
MS, Computer Science
Manipal Institute of Technology 1992 — 1996
BE, Mechanical
Paul Wigglesworth's Wellington Management Experience 2001 - 2002
Job Investment Advisor Compliance Consultant
Industry Investment Management
Experience
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
Joe Agostino's Wellington Management Experience September 2002 - Present
Job Vice President, Client Application Engineering at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2002 - Present
Investors Bank & Trust January 2002 - September 2002
CSC Consulting September 1997 - January 2002
Skills
Integration, SOA, SDLC, Software Development, Solution Delivery, Solutions Design, Agile Application..., Application Architecture, Web-based Solutions, Mobile Technology, Content Management, Reporting Technologies, Reference Data, CRM, Systems Analysis, Agile Methodologies
Education
Boston College 1993 — 1997
BS, Information Systems, International Finance
Wellington Management September 2002 - Present
Investors Bank & Trust January 2002 - September 2002
CSC Consulting September 1997 - January 2002
Skills
Integration, SOA, SDLC, Software Development, Solution Delivery, Solutions Design, Agile Application..., Application Architecture, Web-based Solutions, Mobile Technology, Content Management, Reporting Technologies, Reference Data, CRM, Systems Analysis, Agile Methodologies
Education
Boston College 1993 — 1997
BS, Information Systems, International Finance
Brian Henze's Wellington Management Experience December 2013 - Present
Job Investment Director, Asset Allocation Product Management at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2013 - Present
Wellington Management December 2009 - December 2013
Wellington Management April 2006 - December 2009
Numeric Investors February 2003 - March 2006
Invesco US September 2000 - March 2002
Invesco US June 1999 - September 2000
Skills
Alternative Investments, Asset Allocation, Product Management, Product Development, Product Marketing, Risk Analysis, Portfolio Management, Investment Strategies, Investment Management, Asset Management, Mutual Funds, Equities, Fixed Income
Education
Bentley University 1993 — 1997
Bachelor of Science (B.S.), Economics and Finance
Wellington Management December 2013 - Present
Wellington Management December 2009 - December 2013
Wellington Management April 2006 - December 2009
Numeric Investors February 2003 - March 2006
Invesco US September 2000 - March 2002
Invesco US June 1999 - September 2000
Skills
Alternative Investments, Asset Allocation, Product Management, Product Development, Product Marketing, Risk Analysis, Portfolio Management, Investment Strategies, Investment Management, Asset Management, Mutual Funds, Equities, Fixed Income
Education
Bentley University 1993 — 1997
Bachelor of Science (B.S.), Economics and Finance
Ed Keselman's Wellington Management Experience February 2010 - December 2012
Job Mobile Analyst
Industry Information Services
Experience
Computer Merchant / StateStreet September 2013 - Present
NSTAR February 2013 - August 2013
Wellington Management February 2010 - December 2012
Radius Staffing Resources (for EMC) 2007 - December 2009
The MENTOR Network May 2007 - October 2007
Starwood Hotels & Resorts September 2006 - February 2007
Boston Scientific September 2000 - June 2006
EDS at Boston Scientific 2000 - 2006
Stream International 1997 - 2000
Guardsmark December 1990 - September 1996
Skills
Blackberry Enterprise..., Microsoft Exchange, Servers, Blackberry, Disaster Recovery, Virtualization, Active Directory, Security, VMware, Windows Server, Firewalls, DNS
Education
Wentworth Institute of Technology 1986 — 1990
Bachelor of Science, Management Computer Hardware Technology
Blue Hills Regional Technical School 1981 — 1985
Computer Merchant / StateStreet September 2013 - Present
NSTAR February 2013 - August 2013
Wellington Management February 2010 - December 2012
Radius Staffing Resources (for EMC) 2007 - December 2009
The MENTOR Network May 2007 - October 2007
Starwood Hotels & Resorts September 2006 - February 2007
Boston Scientific September 2000 - June 2006
EDS at Boston Scientific 2000 - 2006
Stream International 1997 - 2000
Guardsmark December 1990 - September 1996
Skills
Blackberry Enterprise..., Microsoft Exchange, Servers, Blackberry, Disaster Recovery, Virtualization, Active Directory, Security, VMware, Windows Server, Firewalls, DNS
Education
Wentworth Institute of Technology 1986 — 1990
Bachelor of Science, Management Computer Hardware Technology
Blue Hills Regional Technical School 1981 — 1985
Griffith Cuffy's Wellington Management Experience September 2006 - December 2008
Job at Bank of America
Industry Financial Services
Experience
Bank of America merrill lynch September 2012 - Present
Bank of America Merrill Lynch April 2011 - September 2012
Bank of America Merrill Lynch October 2009 - April 2011
Wellington Management September 2006 - December 2008
Skills
Strategy, Financial Services, Account Reconciliation, Project Management, Financial Statements, Trading, Teamwork, Equities, Derivatives, Relationship Management, Wealth Management, Credit, Time Management, Analysis, Fixed Income, Financial Analysis, Securities, Finance, Financial Reporting
Education
Boston University 2000 — 2001
Certificate, Project Management
Bentley University 1996 — 2000
BS, Finance/Bank Management
Bank of America merrill lynch September 2012 - Present
Bank of America Merrill Lynch April 2011 - September 2012
Bank of America Merrill Lynch October 2009 - April 2011
Wellington Management September 2006 - December 2008
Skills
Strategy, Financial Services, Account Reconciliation, Project Management, Financial Statements, Trading, Teamwork, Equities, Derivatives, Relationship Management, Wealth Management, Credit, Time Management, Analysis, Fixed Income, Financial Analysis, Securities, Finance, Financial Reporting
Education
Boston University 2000 — 2001
Certificate, Project Management
Bentley University 1996 — 2000
BS, Finance/Bank Management
Andrew Nye, CFA's Wellington Management Experience January 2014 - Present
Job Vice President and Business Analyst Risk Oversight and Governance at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Wellington Management 2009 - January 2014
Wellington Management Co 2006 - 2013
Wellington Management 2000 - 2006
Skills
Derivatives, Portfolio Management, Asset Allocation, Analysis, VAR, Bloomberg, Hedge Funds, Emerging Markets, Accounting, Asset Management, Alternative Investments, Investment Management, Mutual Funds, Capital Markets, Securities, Bonds, Trading, AIFMD, UCITS
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance and Economics
Wellington Management January 2014 - Present
Wellington Management 2009 - January 2014
Wellington Management Co 2006 - 2013
Wellington Management 2000 - 2006
Skills
Derivatives, Portfolio Management, Asset Allocation, Analysis, VAR, Bloomberg, Hedge Funds, Emerging Markets, Accounting, Asset Management, Alternative Investments, Investment Management, Mutual Funds, Capital Markets, Securities, Bonds, Trading, AIFMD, UCITS
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance and Economics
Kazim Kazimov, PhD's Wellington Management Experience September 2012 - Present
Job Economist, Fixed Income Analyst at Wellington Management
Industry Research
Experience
Wellington Management September 2012 - Present
IMF May 2011 - September 2012
Georgetown University September 2005 - May 2011
Economic Research Forum December 2010 - April 2011
International Monetary Fund September 2010 - December 2010
NBER January 2009 - January 2009
IMF June 2008 - September 2008
Bogazici University June 2007 - August 2007
Skills
Economics, Econometrics, International..., Research, Stata, SAS, Statistics, Eviews, Macroeconomics, Matlab, Emerging Markets, Economic Research, Bloomberg, Economic Modeling, Forecasting, Teaching, Policy Analysis, Statistical Modeling, Economic Policy, Programming, Public Policy, Microeconomics, Stochastic Modeling, Quantitative Analytics, International Economics, Financial Economics, Econometric Modeling, Policy, Analysis, Qualitative Research, International Relations, Quantitative Finance, International Finance, Monte Carlo Simulation, Monetary Policy, Fixed Income Analysis, Time Series Analysis, Financial Modeling, Bloomberg Terminal, Quantitative Analysis, Portfolio Management, Sovereign Debt, Development Economics, Monetary Economics, Political Economy, Finance, Quantitative Research, EViews, Data Analysis, Financial Analysis
Education
Georgetown University 2005 — 2012
Ph.D., Economics
Georgetown University 2005 — 2007
Master of Arts (M.A.), Economics
Bogazici University 2002 — 2005
Masters, Economics
Bogazici University 1996 — 2002
Bachelor of Arts (B.A.), Economics
Wellington Management September 2012 - Present
IMF May 2011 - September 2012
Georgetown University September 2005 - May 2011
Economic Research Forum December 2010 - April 2011
International Monetary Fund September 2010 - December 2010
NBER January 2009 - January 2009
IMF June 2008 - September 2008
Bogazici University June 2007 - August 2007
Skills
Economics, Econometrics, International..., Research, Stata, SAS, Statistics, Eviews, Macroeconomics, Matlab, Emerging Markets, Economic Research, Bloomberg, Economic Modeling, Forecasting, Teaching, Policy Analysis, Statistical Modeling, Economic Policy, Programming, Public Policy, Microeconomics, Stochastic Modeling, Quantitative Analytics, International Economics, Financial Economics, Econometric Modeling, Policy, Analysis, Qualitative Research, International Relations, Quantitative Finance, International Finance, Monte Carlo Simulation, Monetary Policy, Fixed Income Analysis, Time Series Analysis, Financial Modeling, Bloomberg Terminal, Quantitative Analysis, Portfolio Management, Sovereign Debt, Development Economics, Monetary Economics, Political Economy, Finance, Quantitative Research, EViews, Data Analysis, Financial Analysis
Education
Georgetown University 2005 — 2012
Ph.D., Economics
Georgetown University 2005 — 2007
Master of Arts (M.A.), Economics
Bogazici University 2002 — 2005
Masters, Economics
Bogazici University 1996 — 2002
Bachelor of Arts (B.A.), Economics
Janis Belmonte's Wellington Management Experience February 2005 - December 2006
Job Director of Finance at Greater Lawrence Family Health Center
Industry Hospital & Health Care
Experience
Greater Lawrence Family Health Center June 2013 - Present
Sovereign Bank June 2011 - June 2013
Steward Health Care System, LLC October 2010 - June 2011
Caritas Christi Health Care June 2009 - September 2010
Wellington Management Company, LLP January 2007 - December 2008
Wellington Management February 2005 - December 2006
Boston Scientific Corporation June 1998 - February 2005
Harvard Pilgrim Healthcare 1982 - 1997
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Budgets, Analysis, Management, Finance, Vendor Management, Leadership, Strategic Planning, Strategic Financial..., Investments, Negotiation, Risk Management, Process Improvement, Managerial Finance, Business Analysis, Portfolio Management, Business Process, Mergers & Acquisitions, Auditing, Cash Management, Financial Planning
Education
Franklin Pierce University 1998 — 2000
MBA, Business Administration-Leadership
Bentley University 1975 — 1979
BS, Accounting
Greater Lawrence Family Health Center June 2013 - Present
Sovereign Bank June 2011 - June 2013
Steward Health Care System, LLC October 2010 - June 2011
Caritas Christi Health Care June 2009 - September 2010
Wellington Management Company, LLP January 2007 - December 2008
Wellington Management February 2005 - December 2006
Boston Scientific Corporation June 1998 - February 2005
Harvard Pilgrim Healthcare 1982 - 1997
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Budgets, Analysis, Management, Finance, Vendor Management, Leadership, Strategic Planning, Strategic Financial..., Investments, Negotiation, Risk Management, Process Improvement, Managerial Finance, Business Analysis, Portfolio Management, Business Process, Mergers & Acquisitions, Auditing, Cash Management, Financial Planning
Education
Franklin Pierce University 1998 — 2000
MBA, Business Administration-Leadership
Bentley University 1975 — 1979
BS, Accounting
Kara Spelman's Wellington Management Experience September 2006 - December 2008
Job CEO, Spelman Household
Industry Investment Management
Experience
Spelman Household January 2009 - Present
Wellington Management September 2006 - December 2008
Education
Boston College 1997 — 2001
Spelman Household January 2009 - Present
Wellington Management September 2006 - December 2008
Education
Boston College 1997 — 2001
Dan McConologue's Wellington Management Experience November 1998 - Present
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management November 1998 - Present
SSGA 1997 - 1998
Skills
Fixed Income, Hedge Funds, Mutual Funds
Education
Bentley University
Master of Business Administration (MBA), Accounting
Bentley University 1988 — 1992
Bachelor of Science (BS), Finance
Wellington Management November 1998 - Present
SSGA 1997 - 1998
Skills
Fixed Income, Hedge Funds, Mutual Funds
Education
Bentley University
Master of Business Administration (MBA), Accounting
Bentley University 1988 — 1992
Bachelor of Science (BS), Finance
Jennifer Bialobrzeski's Wellington Management Experience July 2014 - Present
Job AVP, Cash Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Sun Capital Advisers LLC June 2012 - July 2013
Sun Life Financial 2001 - 2013
Sun Capital Advisers LLC October 2007 - June 2012
Sun Capital Advisers LLC July 2001 - October 2007
Skills
Mutual Funds, Portfolio Management, Trading, Bloomberg, Analysis, Investments, Business Analysis, Risk Management, Project Management, Asset Management, Electronic Trading, Money Market, Cash Management, BlackRock Aladdin, Fixed Income, Equities, Derivatives, Securities, Alternative Investments
Education
Bentley University 1997 — 2003
Bachelor of Arts (BA), Marketing
University of Miami 1995 — 1997
Marketing
St. Bernard's Central Catholic High School
Wellington Management July 2014 - Present
Sun Capital Advisers LLC June 2012 - July 2013
Sun Life Financial 2001 - 2013
Sun Capital Advisers LLC October 2007 - June 2012
Sun Capital Advisers LLC July 2001 - October 2007
Skills
Mutual Funds, Portfolio Management, Trading, Bloomberg, Analysis, Investments, Business Analysis, Risk Management, Project Management, Asset Management, Electronic Trading, Money Market, Cash Management, BlackRock Aladdin, Fixed Income, Equities, Derivatives, Securities, Alternative Investments
Education
Bentley University 1997 — 2003
Bachelor of Arts (BA), Marketing
University of Miami 1995 — 1997
Marketing
St. Bernard's Central Catholic High School
Tricia Sullivan's Wellington Management Experience June 2006 - December 2008
Job Interior Design at Hudson
Industry Investment Management
Experience
Hudson January 2013 - Present
Monument Group March 2010 - December 2012
Wellington Management June 2006 - December 2008
Keeping America's Promise (KAP) 2005 - 2006
Education
Rhode Island School of Design 2015 — 2017
Residential Interior Design
Boston Architectural College 2013 — 2015
Northeastern University 2001 — 2005
Bachelor of Arts, Economics
Hudson January 2013 - Present
Monument Group March 2010 - December 2012
Wellington Management June 2006 - December 2008
Keeping America's Promise (KAP) 2005 - 2006
Education
Rhode Island School of Design 2015 — 2017
Residential Interior Design
Boston Architectural College 2013 — 2015
Northeastern University 2001 — 2005
Bachelor of Arts, Economics
Genti Hysenbegasi's Wellington Management Experience Senior AssociateState Street Global AdvisorsAugust 2012 - August 2015
Job Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management Senior AssociateState Street Global AdvisorsAugust 2012 - August 2015
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Financial Reporting, Fund Administration, Equities, Account Reconciliation, Accounting, Securities, Corporate Actions, Hedge Funds, Derivatives, Financial Accounting, Financial Modeling, Bloomberg Terminal, Investments, Financial Services, Asset Managment, Asset Management
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Wellington Management Senior AssociateState Street Global AdvisorsAugust 2012 - August 2015
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Financial Reporting, Fund Administration, Equities, Account Reconciliation, Accounting, Securities, Corporate Actions, Hedge Funds, Derivatives, Financial Accounting, Financial Modeling, Bloomberg Terminal, Investments, Financial Services, Asset Managment, Asset Management
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Jill Leman's Wellington Management Experience December 2005 - December 2008
Job Accountant at MH Kaplan PC
Industry Financial Services
Experience
MH Kaplan PC November 2012 - Present
WinterWyman May 2012 - November 2012
Graduate Leverage November 2010 - January 2012
The Bank of New York Mellon March 2009 - August 2011
Wellington Management December 2005 - December 2008
First Marblehead December 2004 - December 2005
Normandie Capital 2000 - 2003
Skills
Financial Analysis, Mutual Funds, Process Improvement, Incentive Programs, Risk Management, Call Center, Business Analysis, Finance
Education
Bentley University 2013 — 2015
Graduate Certificate in Accountancy, Accounting
Simmons College - Simmons School of Management 2003 — 2004
MBA
Ithaca College 1992 — 1996
Bachelor of Science, International Business
Simmons College
MBA, Business
MH Kaplan PC November 2012 - Present
WinterWyman May 2012 - November 2012
Graduate Leverage November 2010 - January 2012
The Bank of New York Mellon March 2009 - August 2011
Wellington Management December 2005 - December 2008
First Marblehead December 2004 - December 2005
Normandie Capital 2000 - 2003
Skills
Financial Analysis, Mutual Funds, Process Improvement, Incentive Programs, Risk Management, Call Center, Business Analysis, Finance
Education
Bentley University 2013 — 2015
Graduate Certificate in Accountancy, Accounting
Simmons College - Simmons School of Management 2003 — 2004
MBA
Ithaca College 1992 — 1996
Bachelor of Science, International Business
Simmons College
MBA, Business
Carlos Coutinho, CFA's Wellington Management Experience May 2008 - Present
Job Portfolio Coordinator, Asset Allocation Strategies at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2008 - Present
State Street Global Advisors June 2002 - January 2008
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Bloomberg, Portfolio Management, Asset Allocation, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Boston College 1992 — 1996
BA, Mathematics
Wellington Management May 2008 - Present
State Street Global Advisors June 2002 - January 2008
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Bloomberg, Portfolio Management, Asset Allocation, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Boston College 1992 — 1996
BA, Mathematics
Kara (McLucas) Tierney's Wellington Management Experience August 2005 - September 2008
Job PMT
Industry Financial Services
Experience
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
Steven Soillis's Wellington Management Experience 2003 - 2006
Job Senior Business Analyst/Project Manager at Orbis Financial Solutions
Industry Financial Services
Experience
Orbis Financial Solutions Senior Business Analyst\Project ManagerOrbis Solutions2006 - Present
Wellington Management 2003 - 2006
Olmstead Associates 2003 - 2006
SunGard Data Systems 1999 - 2003
Wall Street Games 1988 - 1990
Education
Bentley University 1986 — 1990
Orbis Financial Solutions Senior Business Analyst\Project ManagerOrbis Solutions2006 - Present
Wellington Management 2003 - 2006
Olmstead Associates 2003 - 2006
SunGard Data Systems 1999 - 2003
Wall Street Games 1988 - 1990
Education
Bentley University 1986 — 1990
Lisa Lee, CFA's Wellington Management Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management Company, LLP January 2008 - Present
Wellington Management 2008 - 2009
Wellington Management Company 1999 - 2004
Education
Bentley University 1984 — 1988
Wellington Management Company, LLP January 2008 - Present
Wellington Management 2008 - 2009
Wellington Management Company 1999 - 2004
Education
Bentley University 1984 — 1988
Roseanne Hall's Wellington Management Experience April 2011 - Present
Job Sr Systems Analyst, ClientFacing Technology at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2011 - Present
Wellington Management March 2007 - April 2011
Wellington Management July 2004 - March 2007
Agfa June 1998 - May 2004
Agfa December 1992 - June 1998
Skills
SharePoint, CSS, HTML, Project Management, Management, Business Analysis, Process Improvement, Web Design, Testing, Technical Support, Software Project..., Web Development
Education
Bentley University 1993 — 1998
MBA, Marketing
Central Connecticut State University 1983 — 1985
MS, Art Education
University of Connecticut 1979 — 1983
BA, Art History
Wellington Management April 2011 - Present
Wellington Management March 2007 - April 2011
Wellington Management July 2004 - March 2007
Agfa June 1998 - May 2004
Agfa December 1992 - June 1998
Skills
SharePoint, CSS, HTML, Project Management, Management, Business Analysis, Process Improvement, Web Design, Testing, Technical Support, Software Project..., Web Development
Education
Bentley University 1993 — 1998
MBA, Marketing
Central Connecticut State University 1983 — 1985
MS, Art Education
University of Connecticut 1979 — 1983
BA, Art History
Dwyer, David's Wellington Management Experience 1997 - 1998
Job MD at Renaissance Technologies
Industry Financial Services
Experience
Renaissance Technologies Managing DirectorPutnam Investments1998 - 2005
Wellington Management 1997 - 1998
Morgan Stanley Investment Management 1994 - 1997
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1986 — 1989
American Community School 1982 — 1984
HS Diploma
Renaissance Technologies Managing DirectorPutnam Investments1998 - 2005
Wellington Management 1997 - 1998
Morgan Stanley Investment Management 1994 - 1997
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1986 — 1989
American Community School 1982 — 1984
HS Diploma
Hanane Mansour's Wellington Management Experience 2008 - 2009
Job Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston October 2014 - Present
Old Mutual Asset Management November 2012 - August 2013
John Hancock Investments September 2009 - November 2012
Wellington Management 2008 - 2009
Weiss Asset Management October 2006 - May 2008
Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity
Education
Bentley University 2013 — 2014
Master's Degree, Finance
Federal Reserve Bank of Boston October 2014 - Present
Old Mutual Asset Management November 2012 - August 2013
John Hancock Investments September 2009 - November 2012
Wellington Management 2008 - 2009
Weiss Asset Management October 2006 - May 2008
Skills
Bloomberg, Factset, Eviews, Stata, Optimization, Financial Modeling, Capital Asset Pricing..., DCF Valuation, Equity Valuation, Bond Valuation, Interest Rate Risk..., Options Pricing, Options Greeks, Merton Model, Futures, Forwards, Swaps, ETFs, Regression Analysis, Forecasting Models, Portfolio Rebalancing, Corporate Finance, ETFs Trading, FX Trading, Options Trading, Econometrics, Portfolio Performance..., Triangular Arbitrage, Hedging, ADRs, Mortgage Backed..., International Projects..., Purchasing Power Parity, Interest Rates Parity
Education
Bentley University 2013 — 2014
Master's Degree, Finance
Jeffrey St. Pierre's Wellington Management Experience June 1994 - June 2009
Job Web Designer at Wellington Management
Industry Internet
Experience
Freelance Web & Graphic Designer June 2009 - Present
Wellington Management June 1994 - June 2009
Saunders Manufacturing and Marketing October 1989 - April 1994
Skills
User Interface Design, Dreamweaver, CSS, Illustrator, Adobe Creative Suite, Information Architecture, Flash, Web Design, User Experience, ActionScript, HTML, Photoshop, WordPress, Microsoft Office, InDesign, Adobe Acrobat, OneNote
Education
Bentley University 1986 — 1989
Bachelor of Science (BS), Marketing
Freelance Web & Graphic Designer June 2009 - Present
Wellington Management June 1994 - June 2009
Saunders Manufacturing and Marketing October 1989 - April 1994
Skills
User Interface Design, Dreamweaver, CSS, Illustrator, Adobe Creative Suite, Information Architecture, Flash, Web Design, User Experience, ActionScript, HTML, Photoshop, WordPress, Microsoft Office, InDesign, Adobe Acrobat, OneNote
Education
Bentley University 1986 — 1989
Bachelor of Science (BS), Marketing
Pasquale Pontoriero's Wellington Management Experience April 2012 - Present
Job Assistant Vice President, Fixed Income Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2012 - Present
Bridgewater Associates March 2008 - August 2011
Sailfish Capital Partners January 2006 - March 2008
UBS Investment Bank May 2005 - September 2005
Skills
Fixed Income, Trading, Interest Rate..., Trading Strategies, Equities, Bloomberg, Bonds, Swaps, Hedge Funds, Investment Banking, Financial Markets, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, International Business/Finance
Boston College 2000 — 2004
BS, Finance
Wellington Management April 2012 - Present
Bridgewater Associates March 2008 - August 2011
Sailfish Capital Partners January 2006 - March 2008
UBS Investment Bank May 2005 - September 2005
Skills
Fixed Income, Trading, Interest Rate..., Trading Strategies, Equities, Bloomberg, Bonds, Swaps, Hedge Funds, Investment Banking, Financial Markets, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, International Business/Finance
Boston College 2000 — 2004
BS, Finance
Ranjay Singh's Wellington Management Experience August 2005 - December 2008
Job Certified Lead System Architect
Industry Information Technology and Services
Experience
Self-employed - Lead System Architect February 2015 - Present
Pegasystems February 2009 - January 2015
Wellington Management August 2005 - December 2008
United Airlines August 2004 - August 2005
Qwest Communications May 2003 - July 2004
AT&T Broadband June 2002 - April 2003
Nortel Networks March 2001 - February 2002
Tata Consultancy Services July 1999 - February 2001
Education
Birla Institute of Technology 1995 — 1999
B.E, Computer Science
Self-employed - Lead System Architect February 2015 - Present
Pegasystems February 2009 - January 2015
Wellington Management August 2005 - December 2008
United Airlines August 2004 - August 2005
Qwest Communications May 2003 - July 2004
AT&T Broadband June 2002 - April 2003
Nortel Networks March 2001 - February 2002
Tata Consultancy Services July 1999 - February 2001
Education
Birla Institute of Technology 1995 — 1999
B.E, Computer Science
Bradford Stoesser's Wellington Management Experience September 2005 - Present
Job Global Industry Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2005 - Present
Office of Management and Budget June 2003 - August 2003
Morgan Stanley July 1998 - July 2002
Skills
Hedge Funds, Equities, Valuation, Real Estate
Education
The University of Chicago 2002 — 2005
MPP, Public Policy
The University of Chicago Booth School of Business 2002 — 2005
MBA, Economics, Finance
Boston College 1994 — 1998
BA, Philosophy
Wellington Management September 2005 - Present
Office of Management and Budget June 2003 - August 2003
Morgan Stanley July 1998 - July 2002
Skills
Hedge Funds, Equities, Valuation, Real Estate
Education
The University of Chicago 2002 — 2005
MPP, Public Policy
The University of Chicago Booth School of Business 2002 — 2005
MBA, Economics, Finance
Boston College 1994 — 1998
BA, Philosophy
Terry Hines's Wellington Management Experience June 2003 - Present
Job Vice President, Investment Data & Derivative Services at Wellington Management Company
Industry Investment Management
Experience
Wellington Management June 2003 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Investments, Bloomberg, Market Data, Alternative Investments, Asset Management, Mutual Funds, Investment Management, Bonds, Equities, Securities, Portfolio Management, Financial Services, Management
Education
Providence College 1997 — 2001
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Wellington Management June 2003 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Investments, Bloomberg, Market Data, Alternative Investments, Asset Management, Mutual Funds, Investment Management, Bonds, Equities, Securities, Portfolio Management, Financial Services, Management
Education
Providence College 1997 — 2001
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Jerry Crean's Wellington Management Experience October 2011 - Present
Job Business Development Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
Wellington Management June 2008 - October 2011
Lane Berry January 2006 - May 2008
Navigant Consulting 1994 - June 2005
Skills
Asset Managment, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Modeling, Business Development, Investment Management, Financial Analysis, Private Equity
Education
Boston College 2004 — 2005
MSF, Finance
Boston College 1990 — 1994
BS, Economics
Wellington Management October 2011 - Present
Wellington Management June 2008 - October 2011
Lane Berry January 2006 - May 2008
Navigant Consulting 1994 - June 2005
Skills
Asset Managment, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Modeling, Business Development, Investment Management, Financial Analysis, Private Equity
Education
Boston College 2004 — 2005
MSF, Finance
Boston College 1990 — 1994
BS, Economics
Stacia Graham's Wellington Management Experience July 1996 - Present
Job Manager, Investment Compliance, Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management July 1996 - Present
IBT 1993 - 1996
Skills
Asset Management, Mutual Funds, Investments, Investment Management, Hedge Funds, Fixed Income, Financial Services, Equities, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bryant University 1988 — 1992
Wellington Management July 1996 - Present
IBT 1993 - 1996
Skills
Asset Management, Mutual Funds, Investments, Investment Management, Hedge Funds, Fixed Income, Financial Services, Equities, Alternative Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bryant University 1988 — 1992
David Warman's Wellington Management Experience September 2011 - January 2012
Job Securities Lending Associate at eSecLending
Industry Financial Services
Experience
eSecLending January 2013 - Present
Wellington Management September 2011 - January 2012
Wellington Management March 2008 - December 2008
Investors Bank & Trust January 2006 - July 2007
State Street Bank July 2003 - November 2006
Thomson Financial March 2003 - June 2003
Education
Bentley University 1999 — 2008
BS, Finance
eSecLending January 2013 - Present
Wellington Management September 2011 - January 2012
Wellington Management March 2008 - December 2008
Investors Bank & Trust January 2006 - July 2007
State Street Bank July 2003 - November 2006
Thomson Financial March 2003 - June 2003
Education
Bentley University 1999 — 2008
BS, Finance
Raja Sait, CFA's Wellington Management Experience February 2010 - June 2011
Job Information Technology Executive
Industry Information Technology and Services
Experience
Provant Health Solutions September 2013 - Present
Fidelity Investments July 2012 - June 2013
Wellington Management February 2010 - June 2011
Putnam Investments August 2002 - December 2009
Crossbeam Systems December 2000 - March 2002
Objectlink Consulting Inc. 1997 - 2002
Sybase 1995 - 1996
Skills
Business Analysis, SDLC, Agile Methodologies, Enterprise Architecture, Fixed Income
Education
Birla Institute of Technology and Science
M.Sc(Tech)
Provant Health Solutions September 2013 - Present
Fidelity Investments July 2012 - June 2013
Wellington Management February 2010 - June 2011
Putnam Investments August 2002 - December 2009
Crossbeam Systems December 2000 - March 2002
Objectlink Consulting Inc. 1997 - 2002
Sybase 1995 - 1996
Skills
Business Analysis, SDLC, Agile Methodologies, Enterprise Architecture, Fixed Income
Education
Birla Institute of Technology and Science
M.Sc(Tech)
Shephali Sardinha's Wellington Management Experience August 1999 - May 2010
Job Vice President, Fixed Income Product Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company June 2010 - Present
Wellington Management August 1999 - May 2010
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Alternative Investments
Education
Boston University Questrom School of Business 1998 — 2002
Bentley University 1991 — 1995
BS, Finance
Loomis, Sayles & Company June 2010 - Present
Wellington Management August 1999 - May 2010
Skills
Fixed Income, Equities, Portfolio Management, Asset Management, Alternative Investments
Education
Boston University Questrom School of Business 1998 — 2002
Bentley University 1991 — 1995
BS, Finance
Anthony Liberti, CFA's Wellington Management Experience July 2015 - Present
Job Portfolio Advisor
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Wellington Management June 2014 - July 2015
Wellington Management June 2012 - June 2014
Wellington Management October 2009 - July 2012
CIT July 2007 - October 2009
Jones Lang LaSalle June 2006 - August 2006
Spaulding & Slye Colliers June 2005 - August 2005
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Direct Sales
Education
Boston College 2004 — 2007
Bachelor of Science, Business Management with a concentration in Finance
Gould Academy 1999 — 2003
Wellington Management July 2015 - Present
Wellington Management June 2014 - July 2015
Wellington Management June 2012 - June 2014
Wellington Management October 2009 - July 2012
CIT July 2007 - October 2009
Jones Lang LaSalle June 2006 - August 2006
Spaulding & Slye Colliers June 2005 - August 2005
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Direct Sales
Education
Boston College 2004 — 2007
Bachelor of Science, Business Management with a concentration in Finance
Gould Academy 1999 — 2003
Jennifer J. Mortimer's Wellington Management Experience June 2010 - April 2011
Job Chief Compliance Officer at Century Capital Management, LLC
Industry Financial Services
Experience
Century Capital Management, LLC June 2014 - Present
Foreside Compliance Services LLC December 2012 - June 2014
Foreside Compliance Services LLC April 2011 - December 2012
Wellington Management June 2010 - April 2011
Wellington Management 2005 - 2010
Investors Bank & Trust 1994 - 2005
Skills
Mutual Funds, Compliance, Investment Advisers Act, Investment Company Act, Due Diligence, Securities, Investment Management, AML, Asset Management, Alternative Investments, FINRA, Hedge Funds, Equities
Education
Bentley College
Certificate of Accountancy, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
Bachelor of Arts, Economics
Century Capital Management, LLC June 2014 - Present
Foreside Compliance Services LLC December 2012 - June 2014
Foreside Compliance Services LLC April 2011 - December 2012
Wellington Management June 2010 - April 2011
Wellington Management 2005 - 2010
Investors Bank & Trust 1994 - 2005
Skills
Mutual Funds, Compliance, Investment Advisers Act, Investment Company Act, Due Diligence, Securities, Investment Management, AML, Asset Management, Alternative Investments, FINRA, Hedge Funds, Equities
Education
Bentley College
Certificate of Accountancy, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
Bachelor of Arts, Economics
Nathan Tarpey's Wellington Management Experience March 2014 - November 2014
Job Senior Financial Business Analyst at Hobbs | Madison, Inc.
Industry Financial Services
Experience
Hobbs Madison, Inc. April 2015 - Present
Manulife Financial November 2014 - April 2015
Wellington Management March 2014 - November 2014
Pentary Consulting Inc October 2013 - October 2014
Lights Out March 2014 - September 2014
Watson Futures April 2013 - March 2014
JP Morgan Chase 2011 - January 2013
Bingham McCutchen July 2009 - 2011
PeopleCube November 2007 - July 2008
Skills
Hedge Funds, Mutual Funds, Corporate Finance, American History, MS Office Suite, Accounting, Financial Modeling, Finance, Equities, Financial Analysis, Financial Reporting, Fund Accounting, Data Analysis, Derivatives, Economics, Analysis, Fixed Income, Valuation, Microsoft Office
Education
boston college high school 2002 — 2005
Bentley University
BS, Finance, American History (Double)
Hobbs Madison, Inc. April 2015 - Present
Manulife Financial November 2014 - April 2015
Wellington Management March 2014 - November 2014
Pentary Consulting Inc October 2013 - October 2014
Lights Out March 2014 - September 2014
Watson Futures April 2013 - March 2014
JP Morgan Chase 2011 - January 2013
Bingham McCutchen July 2009 - 2011
PeopleCube November 2007 - July 2008
Skills
Hedge Funds, Mutual Funds, Corporate Finance, American History, MS Office Suite, Accounting, Financial Modeling, Finance, Equities, Financial Analysis, Financial Reporting, Fund Accounting, Data Analysis, Derivatives, Economics, Analysis, Fixed Income, Valuation, Microsoft Office
Education
boston college high school 2002 — 2005
Bentley University
BS, Finance, American History (Double)
Anthony Chow's Wellington Management Experience June 2013 - Present
Job Investment Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2013 - Present
Brown Brothers Harriman July 2006 - June 2013
State Street November 2005 - July 2006
Skills
Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Securities, Financial Analysis, Alternative Investments, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Science (MS), Finance
Bentley University
Bachelor of Science, Finance, Information Technology
Brookline High School
Wellington Management June 2013 - Present
Brown Brothers Harriman July 2006 - June 2013
State Street November 2005 - July 2006
Skills
Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Securities, Financial Analysis, Alternative Investments, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Science (MS), Finance
Bentley University
Bachelor of Science, Finance, Information Technology
Brookline High School
Shanna Rossi's Wellington Management Experience July 2010 - Present
Job Vice President Global Benefits Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Jack Baird's Wellington Management Experience June 2004 - June 2011
Job Fixed Income Sales at Credit Suisse
Industry Investment Management
Experience
Credit Suisse May 2010 - Present
Wellington Management June 2004 - June 2011
Skills
Bloomberg, Fixed Income, Trading, Portfolio Management, Investments
Education
Bentley College 2004 — 2007
MBA, Finance
Bentley College 1999 — 2003
B.S, Finance
Credit Suisse May 2010 - Present
Wellington Management June 2004 - June 2011
Skills
Bloomberg, Fixed Income, Trading, Portfolio Management, Investments
Education
Bentley College 2004 — 2007
MBA, Finance
Bentley College 1999 — 2003
B.S, Finance
Susan G. O'Connell's Wellington Management Experience March 1994 - Present
Job Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management March 1994 - Present
Peterson Consulting July 1990 - March 1994
Skills
Hedge Funds, Alternative Investments, Investment Management
Education
Bentley University 1986 — 1990
BS, Finance
Wellington Management March 1994 - Present
Peterson Consulting July 1990 - March 1994
Skills
Hedge Funds, Alternative Investments, Investment Management
Education
Bentley University 1986 — 1990
BS, Finance
David Pope, CFA's Wellington Management Experience March 2001 - December 2008
Job Managing Director of Quantitative Research at S&P CapitalIQ
Industry Investment Management
Experience
S&P CapitalIQ July 2009 - Present
Bentley University January 2009 - 2013
Wellington Management March 2001 - December 2008
Colonial Management November 1997 - March 2001
Fidelity Investments 1993 - 1997
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Strategies, Data Science, Big Data, Quantitative Finance, Finance, Asset Allocation, Strategy, Alternative Investments, Asset Management, Quantitative Analytics, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Master of Science (MS)
Bentley University 1986 — 1990
BS
S&P CapitalIQ July 2009 - Present
Bentley University January 2009 - 2013
Wellington Management March 2001 - December 2008
Colonial Management November 1997 - March 2001
Fidelity Investments 1993 - 1997
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Strategies, Data Science, Big Data, Quantitative Finance, Finance, Asset Allocation, Strategy, Alternative Investments, Asset Management, Quantitative Analytics, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Master of Science (MS)
Bentley University 1986 — 1990
BS
Sam Singer, CFA, CPA's Wellington Management Experience January 2001 - January 2005
Job Small Cap Equity Research Analyst at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Granahan Investment Management June 2013 - Present
Mistral Capital Partners January 2007 - December 2011
State Street Global Markets March 2006 - December 2006
Lehman Brothers Asset Management March 2005 - March 2006
Wellington Management January 2001 - January 2005
Loomis, Sayles & Company L.P January 1996 - January 2001
The Boston Company Asset Management January 1993 - January 1996
Shawmut National Corporation January 1989 - January 1993
Tofias January 1987 - January 1989
Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance
Bentley University 1983 — 1987
Bachelor of Science Degree, Accounting
Keith Jepson's Wellington Management Experience 2007 - 2009
Job Program Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. September 2015 - Present
John Hancock Retirement Plan Services April 2015 - September 2015
New York Life RPS May 2009 - April 2015
Wellington Management 2007 - 2009
State Street June 2003 - 2007
State Street May 1997 - June 2003
Skills
Risk Management, Business Analysis, Program Management, Cross-functional Team..., CRM, Six Sigma, SDLC, Outsourcing, Management, Leadership, Project Management, Financial Services, Vendor Management, Relationship Management, Process Improvement, PMO, Change Management, Team Management, Portfolio Management, Banking, Business Process, Business Planning, Negotiation, Analysis, Business Process..., Budgets
Education
Bentley University 1995 — 1997
Bachelors, Finance
Santander Bank, N.A. September 2015 - Present
John Hancock Retirement Plan Services April 2015 - September 2015
New York Life RPS May 2009 - April 2015
Wellington Management 2007 - 2009
State Street June 2003 - 2007
State Street May 1997 - June 2003
Skills
Risk Management, Business Analysis, Program Management, Cross-functional Team..., CRM, Six Sigma, SDLC, Outsourcing, Management, Leadership, Project Management, Financial Services, Vendor Management, Relationship Management, Process Improvement, PMO, Change Management, Team Management, Portfolio Management, Banking, Business Process, Business Planning, Negotiation, Analysis, Business Process..., Budgets
Education
Bentley University 1995 — 1997
Bachelors, Finance
John Evers's Wellington Management Experience April 1994 - May 1998
Job Senior Portfolio Manager at Munder Capital Management
Industry Capital Markets
Experience
Munder Capital Management August 2007 - April 2013
The Boston Company January 2001 - August 2007
Wellington Management April 1994 - May 1998
Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...
Education
Boston College 1998 — 1999
M.S.F, Finance
University of Maine 1987 — 1991
B.S., Finance
Munder Capital Management August 2007 - April 2013
The Boston Company January 2001 - August 2007
Wellington Management April 1994 - May 1998
Skills
Equities, Equity Research, Asset Allocation, Asset Managment, Fixed Income, Portfolio Management, Investments, Investment Strategies, Mutual Funds, Financial Modeling, Valuation, Securities, Wealth Management, Investment Management, Investment Advisory, Emerging Markets, Quantitative Analytics, Financial Analysis, Stock Picking, Performance Attribution, Financial Markets, Chartered Financial...
Education
Boston College 1998 — 1999
M.S.F, Finance
University of Maine 1987 — 1991
B.S., Finance
Laura Chabot's Wellington Management Experience 2004 - 2007
Job Business Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
MFS August 2007 - September 2012
Wellington Management 2004 - 2007
The Boston Company 2000 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
MFS Investment Management September 2012 - Present
MFS August 2007 - September 2012
Wellington Management 2004 - 2007
The Boston Company 2000 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
Paul Syprian's Wellington Management Experience 2000 - 2009
Job Sr. System adminstrator
Industry Information Services
Experience
Wellington Management 2000 - 2009
Bank of America 1999 - 2000
CMS Computers Ltd 1993 - 2000
Citibank 1997 - 1998
Education
Bharathiar University 1986 — 1990
BE Degree, Electronics&Communication Engineering
Wellington Management 2000 - 2009
Bank of America 1999 - 2000
CMS Computers Ltd 1993 - 2000
Citibank 1997 - 1998
Education
Bharathiar University 1986 — 1990
BE Degree, Electronics&Communication Engineering
Janice Desmond, CPA's Wellington Management Experience 1999 - 2001
Job Financial Services Executive
Industry Financial Services
Experience
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Gregory Barabe's Wellington Management Experience September 2011 - June 2013
Job Regulatory Risk
Industry Accounting
Experience
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
Christine Wallace's Wellington Management Experience May 2011 - June 2013
Job Research Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company April 2014 - Present
Suffolk University September 2012 - Present
Wellington Management May 2011 - June 2013
Noble Partners August 2007 - April 2011
Skills
Hedge Funds, Equities, Asset Allocation, Investments, Financial Modeling, Capital Markets, Fixed Income
Education
Bentley University 2001 — 2005
Bachelor of Science (BS)
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), 2013
Loomis, Sayles & Company April 2014 - Present
Suffolk University September 2012 - Present
Wellington Management May 2011 - June 2013
Noble Partners August 2007 - April 2011
Skills
Hedge Funds, Equities, Asset Allocation, Investments, Financial Modeling, Capital Markets, Fixed Income
Education
Bentley University 2001 — 2005
Bachelor of Science (BS)
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), 2013
Ed Doherty's Wellington Management Experience September 2002 - January 2014
Job Director Investment Grade Credit Sales at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets January 2014 - Present
Wellington Management September 2002 - January 2014
Standish Mellon Asset Management January 1996 - September 2002
Standish 1996 - 2002
Chase Global Services 1992 - 1997
Chase Global Services 1992 - 1997
Oppenheimer Capital 1991 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
Bentley University 1985 — 1989
RBC Capital Markets January 2014 - Present
Wellington Management September 2002 - January 2014
Standish Mellon Asset Management January 1996 - September 2002
Standish 1996 - 2002
Chase Global Services 1992 - 1997
Chase Global Services 1992 - 1997
Oppenheimer Capital 1991 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
Bentley University 1985 — 1989
Jessica Sclafani, CAIA's Wellington Management Experience February 2010 - June 2014
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates June 2015 - Present
Cerulli Associates June 2014 - June 2015
Wellington Management February 2010 - June 2014
Detwiler Fenton February 2008 - February 2010
Skills
Relationship Management, Relationship Marketing, Asset Allocation, Alternative Investments, Pension Funds, Writing, Defined Contribution, Market Research, Quantitative Research, Qualitative Research, Project Management
Education
Boston College 2003 — 2007
Bachelor of Science (BS)
Cerulli Associates June 2015 - Present
Cerulli Associates June 2014 - June 2015
Wellington Management February 2010 - June 2014
Detwiler Fenton February 2008 - February 2010
Skills
Relationship Management, Relationship Marketing, Asset Allocation, Alternative Investments, Pension Funds, Writing, Defined Contribution, Market Research, Quantitative Research, Qualitative Research, Project Management
Education
Boston College 2003 — 2007
Bachelor of Science (BS)
Peggy Lam's Wellington Management Experience July 2011 - Present
Job Tax Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management July 2011 - Present
Deloitte Tax LLP January 2008 - June 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
MS, Taxation
Boston University Questrom School of Business 2004 — 2008
BSBA, Accounting and Finance
Wellington Management July 2011 - Present
Deloitte Tax LLP January 2008 - June 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
MS, Taxation
Boston University Questrom School of Business 2004 — 2008
BSBA, Accounting and Finance
Brian Parnell's Wellington Management Experience June 2006 - Present
Job Investment Operations Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2006 - Present
State Street January 2004 - June 2006
Thomson Reuters 2002 - 2004
State Street October 1999 - September 2000
Skills
Risk Management, Management, Relationship Management, Investments
Education
Boston College
Wellington Management June 2006 - Present
State Street January 2004 - June 2006
Thomson Reuters 2002 - 2004
State Street October 1999 - September 2000
Skills
Risk Management, Management, Relationship Management, Investments
Education
Boston College
Timothy Dolan's Wellington Management Experience September 2014 - Present
Job Senior Accountant at Wellington Management
Industry Accounting
Experience
Wellington Management September 2014 - Present
PricewaterhouseCoopers August 2012 - August 2014
PwC August 2008 - July 2012
Skills
US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Modeling, GAAP, Internal Controls
Education
Boston College - Carroll School of Management 2008 — 2009
Master's degree, Accounting
Boston College 2004 — 2008
Bachelor of Science (BS), Accounting
Wellington Management September 2014 - Present
PricewaterhouseCoopers August 2012 - August 2014
PwC August 2008 - July 2012
Skills
US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Modeling, GAAP, Internal Controls
Education
Boston College - Carroll School of Management 2008 — 2009
Master's degree, Accounting
Boston College 2004 — 2008
Bachelor of Science (BS), Accounting
Michael Veilleux's Wellington Management Experience January 2015 - Present
Job Team Lead
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Alydar Capital September 2007 - December 2014
Summit Partners March 2002 - September 2007
Eze Castle Integration February 2000 - October 2001
Skills
Disaster Recovery, Bloomberg, Asset Managment, Hedge Funds, Cloud Computing, Data Center, Virtualization, VMware, Citrix, Windows, SaaS, Enterprise Software, Microsoft Exchange, Microsoft Technologies, VMware ESX, SAN
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Computer Information Systems
Wellington Management January 2015 - Present
Alydar Capital September 2007 - December 2014
Summit Partners March 2002 - September 2007
Eze Castle Integration February 2000 - October 2001
Skills
Disaster Recovery, Bloomberg, Asset Managment, Hedge Funds, Cloud Computing, Data Center, Virtualization, VMware, Citrix, Windows, SaaS, Enterprise Software, Microsoft Exchange, Microsoft Technologies, VMware ESX, SAN
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Computer Information Systems
Anil Gaddipati's Wellington Management Experience October 2009 - Present
Job Lead Engineer at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2009 - Present
Education
Birla Institute of Technology and Science, Pilani 1994 — 1998
(Hons) Engineer
Wellington Management October 2009 - Present
Education
Birla Institute of Technology and Science, Pilani 1994 — 1998
(Hons) Engineer
Daniel Delrosario's Wellington Management Experience July 2011 - February 2015
Job Investment management
Industry Investment Management
Experience
Harvard Management Company March 2015 - Present
Wellington Management July 2011 - February 2015
T Rowe Price June 2010 - August 2010
The Boston Company June 2009 - August 2009
Education
Bentley University 2007 — 2011
Harvard Management Company March 2015 - Present
Wellington Management July 2011 - February 2015
T Rowe Price June 2010 - August 2010
The Boston Company June 2009 - August 2009
Education
Bentley University 2007 — 2011
John Norberg's Wellington Management Experience SVP/CounselMFS Investment ManagementJanuary 2000 - June 2004
Job Managing Director/Counsel at Wellington Management
Industry Investment Management
Experience
Wellington Management SVP/CounselMFS Investment ManagementJanuary 2000 - June 2004
K&L Gates September 1995 - December 1999
Education
Boston College Law School 1992 — 1995
JD, Law
Boston College 1990 — 1992
BA, Philosophy
Wellington Management SVP/CounselMFS Investment ManagementJanuary 2000 - June 2004
K&L Gates September 1995 - December 1999
Education
Boston College Law School 1992 — 1995
JD, Law
Boston College 1990 — 1992
BA, Philosophy
Tracy DeBruyn's Wellington Management Experience June 2000 - Present
Job Assistant Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2000 - Present
Deloitte 1996 - 2000
Skills
Alternative Investments
Education
Cornell University 1984 — 1988
Bachelor of Science (BS), Consumer Economics
Bentley University
Master of Science (MS), Accountancy
Wellington Management June 2000 - Present
Deloitte 1996 - 2000
Skills
Alternative Investments
Education
Cornell University 1984 — 1988
Bachelor of Science (BS), Consumer Economics
Bentley University
Master of Science (MS), Accountancy
Katie Broyer's Wellington Management Experience 2010 - 2012
Job Product Solutions at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
Lara Scott's Wellington Management Experience October 2005 - June 2014
Job Account Executive
Industry Apparel & Fashion
Experience
Apparel 2000..... January 2015 - Present
Wellington Management October 2005 - June 2014
Reed Elsevier May 1999 - September 2005
IKON Office Solutions August 1996 - May 1999
Skills
Outlook, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Social Media, Social Networking, Sales, Administrative..., Calendars, CRM, Marketing
Education
Bentley College 1992 — 1994
Marketing
Newbury College 1990 — 1992
Associate's degree, Fashion Merchandising
Apparel 2000..... January 2015 - Present
Wellington Management October 2005 - June 2014
Reed Elsevier May 1999 - September 2005
IKON Office Solutions August 1996 - May 1999
Skills
Outlook, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Social Media, Social Networking, Sales, Administrative..., Calendars, CRM, Marketing
Education
Bentley College 1992 — 1994
Marketing
Newbury College 1990 — 1992
Associate's degree, Fashion Merchandising
Valerie Walsh's Wellington Management Experience November 1994 - Present
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management November 1994 - Present
State Street 1990 - 1994
Education
Bentley University
Wellington Management November 1994 - Present
State Street 1990 - 1994
Education
Bentley University
Mitchell Goldfeld's Wellington Management Experience August 1993 - December 1995
Job Managing Director at TEG Partners
Industry Investment Management
Experience
TEG Partners a division of Detwiler Fenton Investment Management August 2009 - Present
UBS Financial Services December 2002 - August 2009
MAGI Productions/Sonicbids 1996 - 2002
Wellington Management August 1993 - December 1995
Goldman Sachs & Co October 1988 - May 1991
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Hedge Funds, Asset Managment, Investments, Product Development, Equities, Accounting, Alternative Investments, Private Equity
Education
State University of New York at Binghamton 1984 — 1998
BS High Honors, Economics
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance and Strategic Management
Martin Van Buren HS 1981 — 1984
TEG Partners a division of Detwiler Fenton Investment Management August 2009 - Present
UBS Financial Services December 2002 - August 2009
MAGI Productions/Sonicbids 1996 - 2002
Wellington Management August 1993 - December 1995
Goldman Sachs & Co October 1988 - May 1991
Skills
Asset Allocation, Wealth Management, Series 7, Project Management, Hedge Funds, Asset Managment, Investments, Product Development, Equities, Accounting, Alternative Investments, Private Equity
Education
State University of New York at Binghamton 1984 — 1998
BS High Honors, Economics
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance and Strategic Management
Martin Van Buren HS 1981 — 1984
Micaela Jefferson's Wellington Management Experience 2009 - Present
Job Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2009 - Present
TTG, Inc. 2008 - 2009
Education
Bentley University 2005 — 2009
Bachelor of Science, Computer Information Systems
Wellington Management 2009 - Present
TTG, Inc. 2008 - 2009
Education
Bentley University 2005 — 2009
Bachelor of Science, Computer Information Systems
Jed Stevenson's Wellington Management Experience March 2011 - Present
Job Vice President Fixed Income Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2011 - Present
Fidelity Capital Markets December 1995 - March 2011
Education
Boston College 2001 — 2004
MBA, Management
Bowdoin College 1991 — 1995
BA
Noble and Greenough 1985 — 1991
HS
Wellington Management March 2011 - Present
Fidelity Capital Markets December 1995 - March 2011
Education
Boston College 2001 — 2004
MBA, Management
Bowdoin College 1991 — 1995
BA
Noble and Greenough 1985 — 1991
HS
John Schnare's Wellington Management Experience December 2009 - February 2011
Job SalesTrader at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs February 2011 - Present
Wellington Management December 2009 - February 2011
Skills
Equities, Hedge Funds, Capital Markets, Trading Systems, Trading, Microsoft Excel, Microsoft Office
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Goldman Sachs February 2011 - Present
Wellington Management December 2009 - February 2011
Skills
Equities, Hedge Funds, Capital Markets, Trading Systems, Trading, Microsoft Excel, Microsoft Office
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
C. Leigh Crosby, CFA's Wellington Management Experience May 2010 - Present
Job AVP, Relationship Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Wellington Management August 2006 - May 2010
Education
Bentley College 2002 — 2006
Bachelor of Science (BS), Business/Managerial Economics
Wellington Management May 2010 - Present
Wellington Management August 2006 - May 2010
Education
Bentley College 2002 — 2006
Bachelor of Science (BS), Business/Managerial Economics
Alejandro Navarro's Wellington Management Experience May 2014 - October 2014
Job
Industry Financial Services
Experience
Broadfin Capital, LLC March 2015 - April 2015
Wellington Management May 2014 - October 2014
Gravitas Healthcare, LLC August 2013 - May 2014
Broadfin Capital, LLC June 2011 - July 2011
MAKO Surgical Corp. June 2010 - July 2010
Skills
Finance, Economics, Microsoft Excel, Research, Business Strategy, Entrepreneurship, Market Research, Microsoft Office
Education
Bentley University 2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics
Stanford University 2013 — 2013
Technology Entrepreneurship
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Major: Finance Minor: Economics
Harvard University 2012 — 2012
Business Administration and Management
Cass Business School 2011 — 2011
Business Administration and Economics
Broadfin Capital, LLC March 2015 - April 2015
Wellington Management May 2014 - October 2014
Gravitas Healthcare, LLC August 2013 - May 2014
Broadfin Capital, LLC June 2011 - July 2011
MAKO Surgical Corp. June 2010 - July 2010
Skills
Finance, Economics, Microsoft Excel, Research, Business Strategy, Entrepreneurship, Market Research, Microsoft Office
Education
Bentley University 2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics
Stanford University 2013 — 2013
Technology Entrepreneurship
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Major: Finance Minor: Economics
Harvard University 2012 — 2012
Business Administration and Management
Cass Business School 2011 — 2011
Business Administration and Economics
Dery H. Fitzpatrick's Wellington Management Experience 2000 - 2001
Job Managing Attorney at American Tower
Industry Telecommunications
Experience
American Tower February 2012 - Present
Global Tower Partners (acquired by American Tower) February 2012 - January 2014
Pietrantoni Mendez & Alvarez LLP 2008 - January 2012
US Securities and Exchange Commission 2007 - 2007
Goldman Sachs 2005 - 2005
Deutsche Asset Management 2001 - 2004
Wellington Management 2000 - 2001
Skills
Flexible, hard-working,..., Corporate Law, Real Estate, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Document Review, Leases, Corporate Governance, Negotiation, Legal Writing, Contract Management, Legal Research, Zoning, Commercial Real Estate, Corporate Finance, Lease Negotiations, Telecommunications, Westlaw, Legal Advice, Mediation
Education
Bentley University
Bachelor's degree, Economics / Finance
The University of Connecticut School of Law
Doctor of Law (JD)
American Tower February 2012 - Present
Global Tower Partners (acquired by American Tower) February 2012 - January 2014
Pietrantoni Mendez & Alvarez LLP 2008 - January 2012
US Securities and Exchange Commission 2007 - 2007
Goldman Sachs 2005 - 2005
Deutsche Asset Management 2001 - 2004
Wellington Management 2000 - 2001
Skills
Flexible, hard-working,..., Corporate Law, Real Estate, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Document Review, Leases, Corporate Governance, Negotiation, Legal Writing, Contract Management, Legal Research, Zoning, Commercial Real Estate, Corporate Finance, Lease Negotiations, Telecommunications, Westlaw, Legal Advice, Mediation
Education
Bentley University
Bachelor's degree, Economics / Finance
The University of Connecticut School of Law
Doctor of Law (JD)
David Palmisano's Wellington Management Experience June 2004 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2004 - Present
Skills
Chartered Financial...
Education
Boston College 1998 — 2000
Master of Business Administration (MBA)
Boston College 1992 — 1995
Bachelor of Science (BS), Finance
Wellington Management June 2004 - Present
Skills
Chartered Financial...
Education
Boston College 1998 — 2000
Master of Business Administration (MBA)
Boston College 1992 — 1995
Bachelor of Science (BS), Finance
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC