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
Rebecca Cinci Rebecca Cinci's Wellington Management Experience June 2009 - February 2015
Job Senior Compliance Specialist at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Pioneer Investments February 2015 - Present
Wellington Management June 2009 - February 2015
Wellington Management April 2004 - June 2009
Pioneer Investments February 2002 - April 2004
Evergreen Investments June 1999 - January 2001
Education
Northeastern University 2006 — 2008
MBA
Boston University 1993 — 1997
BA, International Relations
Emily Bannister, CFA Emily Bannister, CFA's Wellington Management Experience August 2014 - Present
Job Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2014 - Present
Federal Street Advisors January 2013 - August 2014
Federal Street Advisors March 2011 - January 2013
Federal Street Advisors May 2006 - March 2011
Bain & Company January 2003 - May 2006
Skills
Investment Advisory, Manager Selection, Alternative Investments, Asset Allocation, Microsoft Office, Morningstar Direct, Team Management
Education
Universidad de Alcalá 2001 — 2002
MBA, Business Administration
Boston University 1997 — 2001
BA, International Relations, Hispanic Language and Literature
Wellington Management August 2014 - Present
Federal Street Advisors January 2013 - August 2014
Federal Street Advisors March 2011 - January 2013
Federal Street Advisors May 2006 - March 2011
Bain & Company January 2003 - May 2006
Skills
Investment Advisory, Manager Selection, Alternative Investments, Asset Allocation, Microsoft Office, Morningstar Direct, Team Management
Education
Universidad de Alcalá 2001 — 2002
MBA, Business Administration
Boston University 1997 — 2001
BA, International Relations, Hispanic Language and Literature
Jim Yourk Jim Yourk's Wellington Management Experience June 2004 - Present
Job Cyber Defense Team Lead Information Security at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2004 - Present
Wellington Management June 2004 - July 2013
Monster.com April 2001 - June 2004
EDS, an HP Company 2000 - 2001
Millbrook Distribution Services 1996 - 2000
Sony Electronics 1989 - 1994
Skills
Microsoft Exchange, Powershell, Active Directory, Blackberry Enterprise..., Blackberry, Microsoft Technologies, Messaging Architecture, Messaging Infrastructure, Email Infrastructure, Exchange ActiveSync, VMware ESX, Disaster Recovery, Infrastructure, Citrix, System Deployment, VMware, Data Center, Storage Area Networks, Enterprise Architecture, Virtualization, Servers, IIS, GSEC, Information Security
Education
Boston University 2014 — 2016
Currently pursuing a Master's degree, Computer Information Systems/Information Security
Southern New Hampshire University 1984 — 1988
Bachelor of Science (BS), Marketing
Beijing Language Institute
Wellington Management June 2004 - Present
Wellington Management June 2004 - July 2013
Monster.com April 2001 - June 2004
EDS, an HP Company 2000 - 2001
Millbrook Distribution Services 1996 - 2000
Sony Electronics 1989 - 1994
Skills
Microsoft Exchange, Powershell, Active Directory, Blackberry Enterprise..., Blackberry, Microsoft Technologies, Messaging Architecture, Messaging Infrastructure, Email Infrastructure, Exchange ActiveSync, VMware ESX, Disaster Recovery, Infrastructure, Citrix, System Deployment, VMware, Data Center, Storage Area Networks, Enterprise Architecture, Virtualization, Servers, IIS, GSEC, Information Security
Education
Boston University 2014 — 2016
Currently pursuing a Master's degree, Computer Information Systems/Information Security
Southern New Hampshire University 1984 — 1988
Bachelor of Science (BS), Marketing
Beijing Language Institute
Jesse Casler Jesse Casler's Wellington Management Experience July 2004 - September 2004
Job Vice President of Finance and Administration at HOPE International
Industry Nonprofit Organization Management
Experience
HOPE International October 2004 - Present
HOPE International October 2004 - Present
Wellington Management July 2004 - September 2004
State Street August 1999 - June 2001
Skills
Analytical Research, Non-profits, Accounting, International..., International Relations, Organizational..., Corporate Actions, Personal Finance, Employee Benefits, Recruiting, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Director, Developing countries, Non-Profit Organizations, 501c3, Communication, International, Sub-Saharan Africa, Eastern Europe, International Tax
Education
Boston University 2000 — 2004
Master of Business Administration (MBA), 3.8
Boston University 2000 — 2004
Master's degree, International Relations, 3.6
Harvard Business School 2008 — 2008
Program on Strategic Leadership for Microfinance
Eastern Nazarene College 1995 — 1999
Bachelor of Arts (BA), Psychology and Sociology, 3.95
HOPE International October 2004 - Present
HOPE International October 2004 - Present
Wellington Management July 2004 - September 2004
State Street August 1999 - June 2001
Skills
Analytical Research, Non-profits, Accounting, International..., International Relations, Organizational..., Corporate Actions, Personal Finance, Employee Benefits, Recruiting, Non-profit..., Non-profit Board..., Non-profit Leadership, Non-profit Director, Developing countries, Non-Profit Organizations, 501c3, Communication, International, Sub-Saharan Africa, Eastern Europe, International Tax
Education
Boston University 2000 — 2004
Master of Business Administration (MBA), 3.8
Boston University 2000 — 2004
Master's degree, International Relations, 3.6
Harvard Business School 2008 — 2008
Program on Strategic Leadership for Microfinance
Eastern Nazarene College 1995 — 1999
Bachelor of Arts (BA), Psychology and Sociology, 3.95
Stephanie Glassburn Stephanie Glassburn's Wellington Management Experience August 2006 - January 2007
Job Strategic Workforce Planning & Analytics at Toyota Financial Services
Industry Human Resources
Experience
Toyota Financial Services April 2014 - Present
Claremont Graduate University September 2008 - Present
Toyota Financial Services September 2011 - April 2014
The Walt Disney Company April 2011 - August 2011
Southern California Edison June 2010 - January 2011
NBC Universal July 2009 - August 2009
Masco January 2007 - June 2008
Wellington Management August 2006 - January 2007
Boston College 2004 - 2006
Skills
Organizational..., Leadership Development, Performance Management, Succession Planning, Survey Design, Data Analysis, Statistics, SPSS, Research, Organizational..., Leadership, Qualitative Research, Psychology, Quantitative Research, Program Evaluation, Change Management, Communication, Project Management, Recruiting, Onboarding, Human Resources, Workshop Facilitation, Employee Relations
Education
Claremont Graduate University 2008 — 2015
Ph.D., Industrial/Organizational Psychology
Claremont Graduate University 2008 — 2011
Master's degree, Industrial/Organizational Psychology
Boston College 2004 — 2006
M.A., Counseling Psychology
Gonzaga University 1999 — 2002
BA, Psychology
Toyota Financial Services April 2014 - Present
Claremont Graduate University September 2008 - Present
Toyota Financial Services September 2011 - April 2014
The Walt Disney Company April 2011 - August 2011
Southern California Edison June 2010 - January 2011
NBC Universal July 2009 - August 2009
Masco January 2007 - June 2008
Wellington Management August 2006 - January 2007
Boston College 2004 - 2006
Skills
Organizational..., Leadership Development, Performance Management, Succession Planning, Survey Design, Data Analysis, Statistics, SPSS, Research, Organizational..., Leadership, Qualitative Research, Psychology, Quantitative Research, Program Evaluation, Change Management, Communication, Project Management, Recruiting, Onboarding, Human Resources, Workshop Facilitation, Employee Relations
Education
Claremont Graduate University 2008 — 2015
Ph.D., Industrial/Organizational Psychology
Claremont Graduate University 2008 — 2011
Master's degree, Industrial/Organizational Psychology
Boston College 2004 — 2006
M.A., Counseling Psychology
Gonzaga University 1999 — 2002
BA, Psychology
Emily Cardenas Emily Cardenas's Wellington Management Experience Foreign Language Assistant DirectorThe Boston Language Institute2013 - October 2014
Job Member of the Healthcare Team at Wellington Management
Industry Financial Services
Experience
Wellington Management Foreign Language Assistant DirectorThe Boston Language Institute2013 - October 2014
Skills
Research, Customer Service, Public Relations, Academic Advising, Microsoft Office, Spanish, Mandarin, Editing, Event Planning, Study Abroad Programs, Higher Education, Social Networking, Teaching, English
Education
Boston University 2010 — 2014
Bachelor's degree, Spanish Language and Literature
Fudan University 2013 — 2013
Wellington Management Foreign Language Assistant DirectorThe Boston Language Institute2013 - October 2014
Skills
Research, Customer Service, Public Relations, Academic Advising, Microsoft Office, Spanish, Mandarin, Editing, Event Planning, Study Abroad Programs, Higher Education, Social Networking, Teaching, English
Education
Boston University 2010 — 2014
Bachelor's degree, Spanish Language and Literature
Fudan University 2013 — 2013
Anca Atanasiu's Wellington Management Experience January 2008 - August 2009
Job Charles Sterling Group, LLC
Industry Financial Services
Experience
Charles Sterling Group, LLC January 2015 - Present
Charles Sterling Group, LLC September 2013 - January 2015
Wellington Management January 2008 - August 2009
Harvard Management Company August 2004 - January 2008
Education
Boston University
Bachelor of Arts, Economics, Minor in Business Administration
New England Law - Boston
J.D.
Charles Sterling Group, LLC January 2015 - Present
Charles Sterling Group, LLC September 2013 - January 2015
Wellington Management January 2008 - August 2009
Harvard Management Company August 2004 - January 2008
Education
Boston University
Bachelor of Arts, Economics, Minor in Business Administration
New England Law - Boston
J.D.
Adam Newmark's Wellington Management Experience May 2011 - Present
Job Vice President, Compliance Officer, Global Fixed Income Trading and Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2011 - Present
Boston Private Financial Holdings June 2007 - May 2011
Fidelity Investments 2005 - 2007
Fish & Richardson P.C. July 2002 - January 2005
Skills
Investment Allocation, Cross Trading, Futures Trading, Investment Grade..., High Yield Bonds, FX Trading, Supervision Principals..., Policies and Procedures, Forensic Testing and..., Sell/Buyback Procedures, Code of Ethics, Syndicate, Dark Pools, Electronic Trading..., Strategic Planning, Enterprise Risk..., Fiduciary Risk..., Operations Risk..., Relative Value Trading, Regulatory Analysis, Project Management, Internal Audit, Order Aggregation, Compliance Training, Financial Risk, Investments, Investment Management, Operational Risk..., Auditing, Due Diligence, Risk Management, Financial Services, FX trading, Portfolio Management
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), College of Arts & Sciences
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA
Metuchen High School 1992 — 1996
Wellington Management May 2011 - Present
Boston Private Financial Holdings June 2007 - May 2011
Fidelity Investments 2005 - 2007
Fish & Richardson P.C. July 2002 - January 2005
Skills
Investment Allocation, Cross Trading, Futures Trading, Investment Grade..., High Yield Bonds, FX Trading, Supervision Principals..., Policies and Procedures, Forensic Testing and..., Sell/Buyback Procedures, Code of Ethics, Syndicate, Dark Pools, Electronic Trading..., Strategic Planning, Enterprise Risk..., Fiduciary Risk..., Operations Risk..., Relative Value Trading, Regulatory Analysis, Project Management, Internal Audit, Order Aggregation, Compliance Training, Financial Risk, Investments, Investment Management, Operational Risk..., Auditing, Due Diligence, Risk Management, Financial Services, FX trading, Portfolio Management
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), College of Arts & Sciences
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA
Metuchen High School 1992 — 1996
Douglas Willig Douglas Willig's Wellington Management Experience March 2015 - Present
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
An-Pin Huang An-Pin Huang's Wellington Management Experience April 2015 - Present
Job Technology Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
Dept. of Mathematics and Statistics, Boston University June 2014 - September 2014
Grand Asia Capital Service PTE LTD July 2011 - August 2011
Skills
Quantitative Finance, Derivatives, Financial Modeling, Equities, Matlab, Valuation, Financial Markets, Economics, Capital Markets, Financial Analysis, R, Python, Risk Management, Credit Risk, Partial Differential..., Monte Carlo Simulation, Bayesian statistics, C++, VBA
Education
Boston University 2013 — 2015
Master of Science (MS), Mathematical Finance, GMAT 710/800
National Tsing Hua University 2008 — 2012
bachelor of management, Quantitative Finance
chien kuo senior high school
Wellington Management April 2015 - Present
Dept. of Mathematics and Statistics, Boston University June 2014 - September 2014
Grand Asia Capital Service PTE LTD July 2011 - August 2011
Skills
Quantitative Finance, Derivatives, Financial Modeling, Equities, Matlab, Valuation, Financial Markets, Economics, Capital Markets, Financial Analysis, R, Python, Risk Management, Credit Risk, Partial Differential..., Monte Carlo Simulation, Bayesian statistics, C++, VBA
Education
Boston University 2013 — 2015
Master of Science (MS), Mathematical Finance, GMAT 710/800
National Tsing Hua University 2008 — 2012
bachelor of management, Quantitative Finance
chien kuo senior high school
Hank Kurtzman Hank Kurtzman's Wellington Management Experience February 2015 - Present
Job Client Operations Analyst Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Vince Rivers Vince Rivers's Wellington Management Experience March 2004 - March 2006
Job Senior Portfolio Manager at J O Hambro Capital Management
Industry Investment Management
Experience
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
J O Hambro Capital Management June 2014 - Present
Pyramis Global Advisors March 2006 - 2013
Wellington Management March 2004 - March 2006
Fidelity Investments June 2000 - February 2004
Fleet Bank 1996 - 1999
Skills
Mutual Funds, Trading, Investment Management, Series 7, Investment Strategies, Equity Research, Equity Valuation, Hedge Funds, Commercial Banking, Equities, Capital Markets, Financial Modeling, Investments, Information Technology, Telecommunication..., Cable Networks, Bonds, Emerging Markets, Securities
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
Cynthia Kan Cynthia Kan's Wellington Management Experience May 2012 - Present
Job Presentation Specialist
Industry Marketing and Advertising
Experience
Wellington Management May 2012 - Present
Anime Boston March 2009 - July 2015
Kollaboration Boston January 2013 - January 2014
Kollaboration Boston June 2011 - June 2012
Boston University Registrar Office July 2008 - May 2012
Arbella Insurance Group June 2011 - August 2011
Boston University AdLab January 2011 - May 2011
Outlaw Media May 2010 - August 2010
Skills
Graphic Design, Advertising, Marketing, PowerPoint, Blogging, Customer Service, Adobe Creative Suite, InDesign, Illustrator, Facebook, Dreamweaver, Photoshop, Mac, Event Planning, Social Media, Cantonese, Korean, Illustration, Market Research
Education
Boston University 2008 — 2012
B.S., Communication with concentration in Advertising, Korean, East Asian Studies
Boston Latin School 2002 — 2008
Bachelor of Science (B.S.)
Wellington Management May 2012 - Present
Anime Boston March 2009 - July 2015
Kollaboration Boston January 2013 - January 2014
Kollaboration Boston June 2011 - June 2012
Boston University Registrar Office July 2008 - May 2012
Arbella Insurance Group June 2011 - August 2011
Boston University AdLab January 2011 - May 2011
Outlaw Media May 2010 - August 2010
Skills
Graphic Design, Advertising, Marketing, PowerPoint, Blogging, Customer Service, Adobe Creative Suite, InDesign, Illustrator, Facebook, Dreamweaver, Photoshop, Mac, Event Planning, Social Media, Cantonese, Korean, Illustration, Market Research
Education
Boston University 2008 — 2012
B.S., Communication with concentration in Advertising, Korean, East Asian Studies
Boston Latin School 2002 — 2008
Bachelor of Science (B.S.)
Michael Kalavritinos's Wellington Management Experience 1996 - 1997
Job Deputy Head, Global Client Management Latin America at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
Sarah Marschok's Wellington Management Experience April 2015 - Present
Job Assistant Vice President, Business Development Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
Wellington Management June 2013 - April 2015
Wellington Management April 2011 - June 2013
Fidelity Investments August 2009 - April 2011
BAE Systems May 2008 - August 2008
Target May 2007 - August 2007
Skills
Financial Analysis, Outlook, Microsoft Excel, Fixed Income, PowerPoint, Investments, Economics, Series 7, Series 63, Finance
Education
Boston College - Carroll School of Management 2012 — 2016
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S., Economics, Political Science
Corvinus University of Budapest 2008 — 2008
B.S., Economics
Wellington Management April 2015 - Present
Wellington Management June 2013 - April 2015
Wellington Management April 2011 - June 2013
Fidelity Investments August 2009 - April 2011
BAE Systems May 2008 - August 2008
Target May 2007 - August 2007
Skills
Financial Analysis, Outlook, Microsoft Excel, Fixed Income, PowerPoint, Investments, Economics, Series 7, Series 63, Finance
Education
Boston College - Carroll School of Management 2012 — 2016
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S., Economics, Political Science
Corvinus University of Budapest 2008 — 2008
B.S., Economics
Michelle Keenan Michelle Keenan's Wellington Management Experience September 2011 - June 2015
Job Data is my superpower
Industry Financial Services
Experience
Santander Bank, N.A. June 2015 - Present
Wellington Management September 2011 - June 2015
Fidelity Investments October 2008 - September 2011
Smith Breeden Associates August 2006 - September 2008
William A. Berry & Son, Inc. October 2004 - August 2006
Ardais Corporation 2003 - 2004
Boston University January 2001 - October 2003
PSRC-RI September 1996 - December 2000
San Miguel Corporation June 2000 - September 2000
Skills
SQL, Oracle SQL, ABAP, Business Intelligence, Software Project..., Project Planning, Project Implementation, Project Coordination, Project Execution, Crystal Reports, Actuate, Access, Excel, VBA, C++, Financial Reporting, JCL, Mainframe, Systems Analysis, Business Analysis, Business Strategy, Business Objects, Business Process, Process Engineering, Process Improvement, Process Development, Report Writing, Reporting & Analysis, Executive Reporting, Project Management, DB2, COBOL, Testing, Visio, PMP, Agile Methodologies, SDLC, Requirements Analysis, Strategy, SharePoint, Requirements Gathering, Web Applications, Microsoft Excel
Education
Boston University 2001 — 2002
MS, Administrative Studies
University of Asia and the Pacific 1996 — 2000
BS, Information Technology
Philippine Science High School 1992 — 1996
HS, Science and Technology
Santander Bank, N.A. June 2015 - Present
Wellington Management September 2011 - June 2015
Fidelity Investments October 2008 - September 2011
Smith Breeden Associates August 2006 - September 2008
William A. Berry & Son, Inc. October 2004 - August 2006
Ardais Corporation 2003 - 2004
Boston University January 2001 - October 2003
PSRC-RI September 1996 - December 2000
San Miguel Corporation June 2000 - September 2000
Skills
SQL, Oracle SQL, ABAP, Business Intelligence, Software Project..., Project Planning, Project Implementation, Project Coordination, Project Execution, Crystal Reports, Actuate, Access, Excel, VBA, C++, Financial Reporting, JCL, Mainframe, Systems Analysis, Business Analysis, Business Strategy, Business Objects, Business Process, Process Engineering, Process Improvement, Process Development, Report Writing, Reporting & Analysis, Executive Reporting, Project Management, DB2, COBOL, Testing, Visio, PMP, Agile Methodologies, SDLC, Requirements Analysis, Strategy, SharePoint, Requirements Gathering, Web Applications, Microsoft Excel
Education
Boston University 2001 — 2002
MS, Administrative Studies
University of Asia and the Pacific 1996 — 2000
BS, Information Technology
Philippine Science High School 1992 — 1996
HS, Science and Technology
Angela Varner's Wellington Management Experience 1993 - 1996
Job Global Director at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young February 2012 - Present
The Boston Consulting Group September 2008 - February 2011
Boston Consulting Group January 2007 - September 2008
Boston Consulting Group January 2007 - 2007
Senior Manager Cohort Meeting February 2006 - 2007
Boston Consulting Group January 2004 - 2006
Boston Consulting Group January 2000 - January 2004
Boston Office January 1998 - January 2000
Boston Office January 1996 - January 1998
Wellington Management 1993 - 1996
Skills
Change Management, IT Strategy, Program Management, Management Consulting, Business Strategy, Business Process..., Business Transformation, Knowledge Management, Strategy, Business Analysis, Organizational Design, Project Management, Executive Management, Cross-functional Team..., Business Process, Enterprise Software, Management, Software Documentation, IT Management, Project Portfolio..., Service Delivery, Enterprise Architecture, Information Technology, Leadership, Consulting, Project Planning, Training, Professional Services, Analysis, Data Center
Education
Boston University
Bachelor's degree, Public Policy Analysis
Indiana University Bloomington 1989 — 1992
Public Policy, Criminal Justice
Ernst & Young February 2012 - Present
The Boston Consulting Group September 2008 - February 2011
Boston Consulting Group January 2007 - September 2008
Boston Consulting Group January 2007 - 2007
Senior Manager Cohort Meeting February 2006 - 2007
Boston Consulting Group January 2004 - 2006
Boston Consulting Group January 2000 - January 2004
Boston Office January 1998 - January 2000
Boston Office January 1996 - January 1998
Wellington Management 1993 - 1996
Skills
Change Management, IT Strategy, Program Management, Management Consulting, Business Strategy, Business Process..., Business Transformation, Knowledge Management, Strategy, Business Analysis, Organizational Design, Project Management, Executive Management, Cross-functional Team..., Business Process, Enterprise Software, Management, Software Documentation, IT Management, Project Portfolio..., Service Delivery, Enterprise Architecture, Information Technology, Leadership, Consulting, Project Planning, Training, Professional Services, Analysis, Data Center
Education
Boston University
Bachelor's degree, Public Policy Analysis
Indiana University Bloomington 1989 — 1992
Public Policy, Criminal Justice
Amy Lorenzo Alpert Amy Lorenzo Alpert's Wellington Management Experience 2001 - 2001
Job
Industry Investment Management
Experience
New England Investment and Retirement Group, Inc. February 2014 - Present
Calare Properties, Inc. February 2012 - February 2014
everis February 2011 - February 2012
Emerson Investment Management February 2005 - February 2011
Emerson Investment Management April 2004 - February 2005
Emerson Investment Management June 2002 - March 2004
TA Associates Realty September 1999 - January 2001
Wellington Management 2001 - 2001
Skills
Investments, Investment Management, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Financial Services, Leadership, Equities, Wealth Management, Private Equity, Financial Analysis, Relationship Management, Due Diligence, Portfolio Management, Banking, Business Analysis, Asset Management, Institutional Investors, Team Management, Management, Project Management, GIPS, Operations Management, Manage Client..., Business Writing, Access, Procedure Development, Compliance
Education
Northeastern University 1997 — 2002
Bachelor of Science, Accounting and Finance
Boston University
Certification in Financial Planning
New England Investment and Retirement Group, Inc. February 2014 - Present
Calare Properties, Inc. February 2012 - February 2014
everis February 2011 - February 2012
Emerson Investment Management February 2005 - February 2011
Emerson Investment Management April 2004 - February 2005
Emerson Investment Management June 2002 - March 2004
TA Associates Realty September 1999 - January 2001
Wellington Management 2001 - 2001
Skills
Investments, Investment Management, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Financial Services, Leadership, Equities, Wealth Management, Private Equity, Financial Analysis, Relationship Management, Due Diligence, Portfolio Management, Banking, Business Analysis, Asset Management, Institutional Investors, Team Management, Management, Project Management, GIPS, Operations Management, Manage Client..., Business Writing, Access, Procedure Development, Compliance
Education
Northeastern University 1997 — 2002
Bachelor of Science, Accounting and Finance
Boston University
Certification in Financial Planning
Chris Canton Chris Canton's Wellington Management Experience June 2012 - August 2014
Job Solutions Architect at Adaptive Insights
Industry Computer Software
Experience
Adaptive Insights August 2014 - Present
Wellington Management June 2012 - August 2014
State Street October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD May 2011 - January 2012
State Street March 2008 - October 2010
Investors Bank & Trust February 2007 - March 2008
Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Science, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
BS, Economics, Polticial Science
Adaptive Insights August 2014 - Present
Wellington Management June 2012 - August 2014
State Street October 2010 - June 2012
China Consultants and Advisory of Finance and Management Co., LTD May 2011 - January 2012
State Street March 2008 - October 2010
Investors Bank & Trust February 2007 - March 2008
Skills
Bloomberg, Valuation, Equities, Derivatives, Microsoft Office, Mutual Funds, Securities, Fund Accounting, Corporate Actions, Asset Management, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
Master of Science, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
BS, Economics, Polticial Science
Amanda M. Stearns, CPA Amanda M. Stearns, CPA's Wellington Management Experience February 2014 - Present
Job Senior Accountant at Wellington Management
Industry Accounting
Experience
Wellington Management February 2014 - Present
Deloitte & Touche LLP September 2011 - February 2014
Skills
Auditing, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, CPA, Financial Accounting, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science in Accounting
Boston College - Carroll School of Management 2007 — 2010
Bachelor of Science, Accounting
University of Cape Town
Wellington Management February 2014 - Present
Deloitte & Touche LLP September 2011 - February 2014
Skills
Auditing, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, CPA, Financial Accounting, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science in Accounting
Boston College - Carroll School of Management 2007 — 2010
Bachelor of Science, Accounting
University of Cape Town
Frank Fulhan Frank Fulhan's Wellington Management Experience May 2007 - January 2013
Job Finance Director at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle January 2013 - Present
Wellington Management May 2007 - January 2013
Fidelity Investments 2005 - 2007
NATIXIS Global Asset Management 2001 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Maine
BS, Business Administration
Jones Lang LaSalle January 2013 - Present
Wellington Management May 2007 - January 2013
Fidelity Investments 2005 - 2007
NATIXIS Global Asset Management 2001 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Maine
BS, Business Administration
Welbis Ortiz's Wellington Management Experience July 2015 - Present
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2015
Liberty Mutual Insurance May 2013 - August 2013
Skills
Microsoft Excel, Spanish, Data Analysis, Sales, PowerPoint
Education
Boston College 2011 — 2015
Noble and Greenough School 2007 — 2011
High School Diploma
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2015
Liberty Mutual Insurance May 2013 - August 2013
Skills
Microsoft Excel, Spanish, Data Analysis, Sales, PowerPoint
Education
Boston College 2011 — 2015
Noble and Greenough School 2007 — 2011
High School Diploma
Ann L. Tirrell's Wellington Management Experience January 2007 - May 2009
Job Senior Manager, Strategy Consultant at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture January 2014 - Present
Green Light Go LLC January 2013 - September 2015
Steward Health Care System, LLC October 2009 - January 2013
Wellington Management January 2007 - May 2009
McKinsey & Company 2006 - December 2006
CRA International December 2001 - November 2005
NetGenesis January 1997 - December 2001
Skills
Program Management, Project Management, Strategy, Leadership, Management, Strategic Planning, Vendor Management, Operations Management, Change Management, Start-ups, Analysis, Process Improvement, Mergers & Acquisitions, Consulting, Business Analysis, IT Strategy, Project Planning, Negotiation, Data Center, Integration, Healthcare, Business Strategy, Cross-functional Team..., Management Consulting, Budgets, Product Management, Business Process..., Enterprise Software, Enterprise Architecture, CRM, Performance Improvement, Healthcare Information..., Women Owned Business, Outsourcing, Business Intelligence, Competitive Analysis, Team Building, IT Management, EHR, Analytics, Executive Management, Disaster Recovery, Risk Management, Environmental Health..., Business Development, Business Process, Governance, Contract Negotiation, Team Leadership
Education
Georgetown University
Master's Degree, Real Estate Optimization, Graduate
Boston University
Business Administration, Management and Operations
Fisher College
Bachelor's Degree, Business Administration and Management, General
Boston University 2007 — 2008
2 year Certification, Global Project Management Certificate
Harvard University Corporate Education Programs & 2 Year Cert Programs 2008 — 2008
Certificate of Completion, Certificate in Negotiations, Dealing with Difficult Situations, Certificate
Accenture January 2014 - Present
Green Light Go LLC January 2013 - September 2015
Steward Health Care System, LLC October 2009 - January 2013
Wellington Management January 2007 - May 2009
McKinsey & Company 2006 - December 2006
CRA International December 2001 - November 2005
NetGenesis January 1997 - December 2001
Skills
Program Management, Project Management, Strategy, Leadership, Management, Strategic Planning, Vendor Management, Operations Management, Change Management, Start-ups, Analysis, Process Improvement, Mergers & Acquisitions, Consulting, Business Analysis, IT Strategy, Project Planning, Negotiation, Data Center, Integration, Healthcare, Business Strategy, Cross-functional Team..., Management Consulting, Budgets, Product Management, Business Process..., Enterprise Software, Enterprise Architecture, CRM, Performance Improvement, Healthcare Information..., Women Owned Business, Outsourcing, Business Intelligence, Competitive Analysis, Team Building, IT Management, EHR, Analytics, Executive Management, Disaster Recovery, Risk Management, Environmental Health..., Business Development, Business Process, Governance, Contract Negotiation, Team Leadership
Education
Georgetown University
Master's Degree, Real Estate Optimization, Graduate
Boston University
Business Administration, Management and Operations
Fisher College
Bachelor's Degree, Business Administration and Management, General
Boston University 2007 — 2008
2 year Certification, Global Project Management Certificate
Harvard University Corporate Education Programs & 2 Year Cert Programs 2008 — 2008
Certificate of Completion, Certificate in Negotiations, Dealing with Difficult Situations, Certificate
Laura Weeks Laura Weeks's Wellington Management Experience July 2005 - August 2007
Job Client Service Associate, Special Projects at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2014 - Present
Acadian Asset Management September 2007 - July 2014
Boston Red Sox 2013 - 2013
Massachusetts Government Relations & Public Policy Professionals Network November 2011 - January 2012
Wellington Management July 2005 - August 2007
NETC June 2004 - May 2005
Skills
Market Research, Competitive Analysis, Microsoft Excel, Microsoft Word, Economics, PowerPoint, Product Marketing, Email Marketing, Marketing Strategy, Meeting Scheduling, Marketing, Cold Calling, Word, Excel, Contractual Agreements, Sales Presentations, Client Presentation, Conference Coordination, Lead Qualification, Event Planning
Education
Southern New Hampshire University
MBA Candidate
Boston University 2000 — 2004
B.A., International Relations
Acadian Asset Management July 2014 - Present
Acadian Asset Management September 2007 - July 2014
Boston Red Sox 2013 - 2013
Massachusetts Government Relations & Public Policy Professionals Network November 2011 - January 2012
Wellington Management July 2005 - August 2007
NETC June 2004 - May 2005
Skills
Market Research, Competitive Analysis, Microsoft Excel, Microsoft Word, Economics, PowerPoint, Product Marketing, Email Marketing, Marketing Strategy, Meeting Scheduling, Marketing, Cold Calling, Word, Excel, Contractual Agreements, Sales Presentations, Client Presentation, Conference Coordination, Lead Qualification, Event Planning
Education
Southern New Hampshire University
MBA Candidate
Boston University 2000 — 2004
B.A., International Relations
Steve Mark, CFA Steve Mark, CFA's Wellington Management Experience 2011 - 2011
Job Vice President, Relationship Management Fidelity Charitable at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Fidelity Investments July 2014 - Present
MicroLoan Foundation USA February 2011 - Present
Fidelity Investments 2012 - July 2014
Fidelity Investments 2012 - 2012
Wellington Management 2011 - 2011
TIAA-CREF 2004 - 2010
SRM Associates 2002 - 2004
Fidelity Investments 1996 - 2002
Fidelity Investments Institutional Services Co./Offshore Group 1999 - 2001
COOPERS & LYBRAND CONSULTING, BOSTON, MA 1993 - 1996
Skills
Business Relationship..., Superior Client Service, Net Promoter Score, Client Experience, Industry Research, Market Research, Program Management, Product Management, Microfinance, International Finance, Product Strategies, Institutional Investors, Client Segmentation, Business Strategy, Emerging Markets, Financial Modeling, Wealth Management, Distribution, Asset Management, International Business, Balanced Scorecard, Performance Metrics, Intermediary, Strategic Consulting, Strategy Development, Marketing Strategy, CRM software, Business Process..., Lean Sigma, Email Marketing, Competitive Analysis, Financial Analysis, Financial Planning, Managed Accounts, Mutual Funds, 403(b), Revenue Sharing, Business Planning, Capacity Building, Strategic Planning, Strategy, Asset Managment, CRM, Strategic Financial..., Financial Services, Institutional..., Executive Management, Investments, Portfolio Management
Education
Tufts University 2012 — 2012
Microfinance (Independent Coursework)
Boston University 1990 — 1992
MBA, Finance / International
Union College 1978 — 1982
Bachelor of Arts, Economics
Union College 1978 — 1982
BA, Economics, Economics
Rachel Spates's Wellington Management Experience 2003 - 2004
Job Senior Social Media Consultant at Sun Life, a leader in employee benefits and stoploss solutions.
Industry Insurance
Experience
Sun Life Financial 2013 - Present
Boston 2024 Organizing Committee, Inc. March 2013 - August 2014
WISE Boston (Women In Sports and Events) April 2011 - December 2013
Sports and Rec Deals, LLC 2011 - 2012
Major League Lacrosse December 2007 - November 2009
Major League Lacrosse September 2006 - December 2007
Boston Cannons 2006 - 2006
University of Massachusetts Amherst September 2004 - May 2005
Boston Celtics 2005 - 2005
Wellington Management 2003 - 2004
Skills
Event Management, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Public Relations, Media Relations, Analytics, Email Marketing, Digital Marketing, Event Planning, Corporate Communications, Internal Communications, Contract Negotiation, Vendor Management, New Business Development, Sports Marketing, Google Analytics, Hootsuite, Sponsorship, Sports Management, Digital Media, SEO
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
M.S., Sport Management
Boston University 1995 — 1999
B.A., Political Science
Sun Life Financial 2013 - Present
Boston 2024 Organizing Committee, Inc. March 2013 - August 2014
WISE Boston (Women In Sports and Events) April 2011 - December 2013
Sports and Rec Deals, LLC 2011 - 2012
Major League Lacrosse December 2007 - November 2009
Major League Lacrosse September 2006 - December 2007
Boston Cannons 2006 - 2006
University of Massachusetts Amherst September 2004 - May 2005
Boston Celtics 2005 - 2005
Wellington Management 2003 - 2004
Skills
Event Management, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Public Relations, Media Relations, Analytics, Email Marketing, Digital Marketing, Event Planning, Corporate Communications, Internal Communications, Contract Negotiation, Vendor Management, New Business Development, Sports Marketing, Google Analytics, Hootsuite, Sponsorship, Sports Management, Digital Media, SEO
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
M.S., Sport Management
Boston University 1995 — 1999
B.A., Political Science
Alanna Bragg Alanna Bragg's Wellington Management Experience January 2001 - January 2003
Job Professional Development Coordinator at Kurt Salmon
Industry Human Resources
Experience
Kurt Salmon May 2014 - Present
ICF International January 2011 - May 2014
SunTrust Investment Services April 2010 - January 2011
Eclipsys Corporation January 2008 - October 2008
PricewaterhouseCoopers February 2003 - January 2007
Wellington Management January 2001 - January 2003
Skills
Human Resources, Recruiting, Onboarding, Training, Employee Relations, Temporary Placement, PeopleSoft, Organizational..., Time Management, Applicant Tracking..., Microsoft Office, Program Management, Talent Acquisition, College Recruiting, Public Speaking, Process Improvement, Leadership, Staff Development, Interviews, Employee Benefits, HRIS, Outlook, PowerPoint, Microsoft Excel, Lotus Notes, Talent Management, Research, SharePoint, Taleo, Interview Preparation, Behavioral Interviewing, Conducting Interviews, Sourcing
Education
Strayer University 2014 — 2015
Master of Science (M.S.), Human Resources Management
Virginia State University 1994 — 1998
Bachelor of Arts, English/Mass Communications
Boston Latin School 1988 — 1994
Kurt Salmon May 2014 - Present
ICF International January 2011 - May 2014
SunTrust Investment Services April 2010 - January 2011
Eclipsys Corporation January 2008 - October 2008
PricewaterhouseCoopers February 2003 - January 2007
Wellington Management January 2001 - January 2003
Skills
Human Resources, Recruiting, Onboarding, Training, Employee Relations, Temporary Placement, PeopleSoft, Organizational..., Time Management, Applicant Tracking..., Microsoft Office, Program Management, Talent Acquisition, College Recruiting, Public Speaking, Process Improvement, Leadership, Staff Development, Interviews, Employee Benefits, HRIS, Outlook, PowerPoint, Microsoft Excel, Lotus Notes, Talent Management, Research, SharePoint, Taleo, Interview Preparation, Behavioral Interviewing, Conducting Interviews, Sourcing
Education
Strayer University 2014 — 2015
Master of Science (M.S.), Human Resources Management
Virginia State University 1994 — 1998
Bachelor of Arts, English/Mass Communications
Boston Latin School 1988 — 1994
Yuxiao Andrew Zhang Yuxiao Andrew Zhang's Wellington Management Experience 2013 - August 2015
Job Associate, Bain Capital
Industry Investment Management
Experience
Bain Capital September 2015 - Present
Wellington Management 2013 - August 2015
Wellington Management July 2013 - March 2014
Moelis & Company June 2012 - August 2012
Teach For China June 2011 - August 2011
State Street May 2009 - August 2009
Skills
Corporate Governance, Financial Analysis, Fixed Income Analysis, Corporate Finance, Derivatives, Portfolio Management, Alternative Investments, Financial Accounting, Financial Modeling, Client Relations Skills, Private Equity, Labor Economics, Statistical Data..., PowerPoint, Financial Reporting, Microsoft Word, Factiva, Euromonitor, Real Estate Economics, Enterprise Reporting..., Stata, Capital IQ, Development Economics, Microsoft Excel, Bloomberg Terminal, Macroeconomics, Microeconomics, International Economics, Econometrics, Microsoft Office, Public Speaking, Piano, Viola
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Boston Latin School 2003 — 2009
Bain Capital September 2015 - Present
Wellington Management 2013 - August 2015
Wellington Management July 2013 - March 2014
Moelis & Company June 2012 - August 2012
Teach For China June 2011 - August 2011
State Street May 2009 - August 2009
Skills
Corporate Governance, Financial Analysis, Fixed Income Analysis, Corporate Finance, Derivatives, Portfolio Management, Alternative Investments, Financial Accounting, Financial Modeling, Client Relations Skills, Private Equity, Labor Economics, Statistical Data..., PowerPoint, Financial Reporting, Microsoft Word, Factiva, Euromonitor, Real Estate Economics, Enterprise Reporting..., Stata, Capital IQ, Development Economics, Microsoft Excel, Bloomberg Terminal, Macroeconomics, Microeconomics, International Economics, Econometrics, Microsoft Office, Public Speaking, Piano, Viola
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Boston Latin School 2003 — 2009
Calantha Lee, CFA's Wellington Management Experience January 2015 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Loomis Sayles January 2013 - Present
Loomis, Sayles & Company May 2011 - December 2012
Loomis Sayles 2008 - June 2011
Financial Research Corporation (FRC) 2006 - 2008
UBS Wealth Management January 2005 - December 2005
Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield
Education
Boston University 2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)
Wellington Management January 2015 - Present
Loomis Sayles January 2013 - Present
Loomis, Sayles & Company May 2011 - December 2012
Loomis Sayles 2008 - June 2011
Financial Research Corporation (FRC) 2006 - 2008
UBS Wealth Management January 2005 - December 2005
Skills
Fixed Income, Emerging Markets, Financial Modeling, Foreign Exchange, Investment Strategies, Investments, Derivatives, Asset Management, Portfolio Management, Trading, Mutual Funds, Bonds, Options, Credit Analysis, Credit Derivatives, Quantitative Research, Equities, Investment Management, Currency, Alternative Investments, High Yield
Education
Boston University 2002 — 2006
B.A., Economics and International Relations (Int'l Business & Economics, East Asia)
Stephen Sypek's Wellington Management Experience April 2014 - Present
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2014 - Present
Ernst & Young August 2012 - April 2014
Ernst & Young July 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
BS, Finance and Accounting
Hingham High School 2004 — 2008
Wellington Management April 2014 - Present
Ernst & Young August 2012 - April 2014
Ernst & Young July 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
BS, Finance and Accounting
Hingham High School 2004 — 2008
Eric King's Wellington Management Experience January 2010 - October 2012
Job Senior Database Administrator at Harvard University
Industry Computer Software
Experience
Harvard University November 2013 - Present
CrunchTime! Information Systems August 2012 - November 2013
Wellington Management January 2010 - October 2012
Starpoint Solutions January 2010 - August 2010
ITA Software (by Google) April 2007 - March 2010
Target Software / Blackbaud INC. October 2006 - April 2007
Centive January 2005 - October 2006
Verndale March 2004 - January 2005
Prosoft Engineering September 2003 - March 2004
Skills
Oracle, Databases, Unix, PL/SQL, Performance Tuning, SQL, Oracle RAC, Microsoft SQL Server, Linux, Solaris, T-SQL, Database Administration, HTML, Data Warehousing, Business Intelligence, XML, RMAN, Disaster Recovery, High Availability, Data Migration, Project Management, Java, Website Development, Cloud Computing, shareplex replication, Oracle Streams, SQL SERVER, Shell Scripting, Oracle ASM, Oracle Enterprise..., WebSphere MQ, Risk Management, Product Development, Software Consulting, Strategic Consulting, Data Guard, Operating Systems, Database Design, Relational Databases, Replication, Grid Control, Management, SDLC, MySQL, Leadership, Agile & Waterfall..., Amazon Web Services..., DevOps, Operations Management, Python
Education
National University of Ireland, Galway 2008 — 2011
MSc
Regis University 2008 — 2011
Masters
ORACLE UNIVERSITY 2008 — 2009
Certificate
Boston University 2005 — 2006
Certificate
National University of Ireland, Galway 1999 — 2003
Computer Science
Coláiste Iognáid, Galway 1990 — 1997
Leaving Certificate
Harvard University November 2013 - Present
CrunchTime! Information Systems August 2012 - November 2013
Wellington Management January 2010 - October 2012
Starpoint Solutions January 2010 - August 2010
ITA Software (by Google) April 2007 - March 2010
Target Software / Blackbaud INC. October 2006 - April 2007
Centive January 2005 - October 2006
Verndale March 2004 - January 2005
Prosoft Engineering September 2003 - March 2004
Skills
Oracle, Databases, Unix, PL/SQL, Performance Tuning, SQL, Oracle RAC, Microsoft SQL Server, Linux, Solaris, T-SQL, Database Administration, HTML, Data Warehousing, Business Intelligence, XML, RMAN, Disaster Recovery, High Availability, Data Migration, Project Management, Java, Website Development, Cloud Computing, shareplex replication, Oracle Streams, SQL SERVER, Shell Scripting, Oracle ASM, Oracle Enterprise..., WebSphere MQ, Risk Management, Product Development, Software Consulting, Strategic Consulting, Data Guard, Operating Systems, Database Design, Relational Databases, Replication, Grid Control, Management, SDLC, MySQL, Leadership, Agile & Waterfall..., Amazon Web Services..., DevOps, Operations Management, Python
Education
National University of Ireland, Galway 2008 — 2011
MSc
Regis University 2008 — 2011
Masters
ORACLE UNIVERSITY 2008 — 2009
Certificate
Boston University 2005 — 2006
Certificate
National University of Ireland, Galway 1999 — 2003
Computer Science
Coláiste Iognáid, Galway 1990 — 1997
Leaving Certificate
Richard Zhong, CFA Richard Zhong, CFA's Wellington Management Experience July 2015 - Present
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Accenture July 2013 - July 2015
Accenture July 2012 - July 2013
NYU Stern School of Business September 2010 - May 2012
Mokhus, LLC June 2011 - August 2011
Accenture July 2006 - September 2010
Skills
Equities, Portfolio Management, Investments, Financial Services, Valuation, Financial Modeling, Equity Valuation, Equity Research, Emerging Markets, Capital Markets, Bloomberg, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Corporate Finance, Financial Instruments
Boston University 2002 — 2006
BA, Economics
Hunter High School 1996 — 2002
Wellington Management July 2015 - Present
Accenture July 2013 - July 2015
Accenture July 2012 - July 2013
NYU Stern School of Business September 2010 - May 2012
Mokhus, LLC June 2011 - August 2011
Accenture July 2006 - September 2010
Skills
Equities, Portfolio Management, Investments, Financial Services, Valuation, Financial Modeling, Equity Valuation, Equity Research, Emerging Markets, Capital Markets, Bloomberg, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Corporate Finance, Financial Instruments
Boston University 2002 — 2006
BA, Economics
Hunter High School 1996 — 2002
Prasad V. Kothapalli Prasad V. Kothapalli's Wellington Management Experience June 2004 - September 2006
Job Advisory Consultant Engineer at EMC
Industry Financial Services
Experience
EMC October 2014 - Present
EMC October 2010 - September 2014
Oclaro, Inc April 2009 - October 2010
Fidelity Investments September 2006 - February 2009
Wellington Management June 2004 - September 2006
Savings Bank Life Insurance, Woburn, MA 2002 - 2004
Fidelity Investments 1998 - 2002
Puma Tech, Inc 1999 - 2000
State Street January 1996 - June 1998
Fidelity Investments 1994 - 1996
Skills
Informatica, Business Intelligence, PL/SQL, Data Warehousing, Oracle, Business Analysis, Databases, Software Development, Enterprise Architecture, Perl, ERP, Analytics, Agile Methodologies, Architecture, SDLC, OBIEE, Unix, Software Project..., SOA, Integration, Requirements Analysis, Hadoop, ETL, Data Modeling, SQL, Database Design, Web Services, Java Enterprise Edition, Solution Architecture, XML, Oracle PL/SQL...
Education
University of California, Sandiago
Data Mining
University of Hyderabad 1985 — 1987
M.Tech(M.S.), Computer Science
J. N. T. University College of Engineering, Kakinada 1980 — 1984
B.Tech ( B.S.), Electronics and Communication Engineering
Boston University
Project Management
EMC October 2014 - Present
EMC October 2010 - September 2014
Oclaro, Inc April 2009 - October 2010
Fidelity Investments September 2006 - February 2009
Wellington Management June 2004 - September 2006
Savings Bank Life Insurance, Woburn, MA 2002 - 2004
Fidelity Investments 1998 - 2002
Puma Tech, Inc 1999 - 2000
State Street January 1996 - June 1998
Fidelity Investments 1994 - 1996
Skills
Informatica, Business Intelligence, PL/SQL, Data Warehousing, Oracle, Business Analysis, Databases, Software Development, Enterprise Architecture, Perl, ERP, Analytics, Agile Methodologies, Architecture, SDLC, OBIEE, Unix, Software Project..., SOA, Integration, Requirements Analysis, Hadoop, ETL, Data Modeling, SQL, Database Design, Web Services, Java Enterprise Edition, Solution Architecture, XML, Oracle PL/SQL...
Education
University of California, Sandiago
Data Mining
University of Hyderabad 1985 — 1987
M.Tech(M.S.), Computer Science
J. N. T. University College of Engineering, Kakinada 1980 — 1984
B.Tech ( B.S.), Electronics and Communication Engineering
Boston University
Project Management
Richard Coffman Richard Coffman's Wellington Management Experience September 1996 - Present
Job Wellington Management
Industry Investment Management
Experience
MassArt Foundation September 2014 - Present
Massachusetts College of Art August 2011 - Present
Commonwealth School 2007 - Present
Wellington Management September 1996 - Present
Raw Art Works September 2011 - March 2013
Wellington Management Foundation January 2005 - June 2010
Tower School May 2003 - 2009
Voyageur Asset Management March 1992 - September 1996
Wells Fargo (United Bank of Denver) 1989 - 1992
Office of the Comptroller of the Currency March 1984 - June 1989
Skills
Investments, Insurance, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fixed Income, Hedge Funds, Risk Management, Business Strategy
Education
Boston College 1981 — 1983
BA, Economics
Northern Arizona University 1979 — 1981
n/a, Economics
Boulder High School 1977 — 1979
MassArt Foundation September 2014 - Present
Massachusetts College of Art August 2011 - Present
Commonwealth School 2007 - Present
Wellington Management September 1996 - Present
Raw Art Works September 2011 - March 2013
Wellington Management Foundation January 2005 - June 2010
Tower School May 2003 - 2009
Voyageur Asset Management March 1992 - September 1996
Wells Fargo (United Bank of Denver) 1989 - 1992
Office of the Comptroller of the Currency March 1984 - June 1989
Skills
Investments, Insurance, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fixed Income, Hedge Funds, Risk Management, Business Strategy
Education
Boston College 1981 — 1983
BA, Economics
Northern Arizona University 1979 — 1981
n/a, Economics
Boulder High School 1977 — 1979
Caitlyn Roy's Wellington Management Experience October 2005 - June 2011
Job Server at Sportello
Industry Food & Beverages
Experience
Sportello June 2011 - Present
Wellington Management October 2005 - June 2011
Education
Boston University 2001 — 2005
B.S. Athletic Training, Athletic Training/Trainer
Sportello June 2011 - Present
Wellington Management October 2005 - June 2011
Education
Boston University 2001 — 2005
B.S. Athletic Training, Athletic Training/Trainer
Hovanes Nshanian Hovanes Nshanian's Wellington Management Experience August 2006 - July 2008
Job FIX Trading Support Analyst Trading Ventures at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - December 2014
SunGard September 2013 - June 2014
State Street April 2012 - September 2013
Fidelity Investments September 2011 - April 2012
Fidelity Investments February 2010 - September 2011
BNY Mellon June 2008 - February 2010
Wellington Management August 2006 - July 2008
Fidelity Investments March 2001 - July 2006
Fidelity Investments December 1999 - March 2001
Skills
Market Data, Vendor Management, Bloomberg, Process Improvement, Business Analysis, Data Center, SDLC, Troubleshooting, Change Management, Software Project..., Windows, Risk Management, Citrix, Management, Customer Service, Analysis, Team Management, Wall Street, FX trading, Project Management, Equities, Fixed Income, Derivatives, Unix, Customer Relations, Team Building, People Management, Vendor Relations, Operations Management, Microsoft Office, Sterling Gentran, Protocol, Currenex, Summit, JIRA, BMC Remedy, Remedy Administration, Barracuda, Prime Brokerage, Microsoft Excel, Software Documentation, CRM, Documentation, Logiscope, TwoFour, Quality Assurance, Cross-functional Team..., WAN, Data Analysis, Financial Services
Education
Boston University 1995 — 1996
Information Technology
Middlesex Community College 1992 — 1994
Business and Personal/Financial Services Marketing Operations
AYF
Sarah Steer Sarah Steer's Wellington Management Experience May 2004 - August 2007
Job Onboarding Manager, Radius
Industry Financial Services
Experience
Radius Global Growth Experts October 2007 - Present
Wellington Management May 2004 - August 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.)
Northeastern University 1999 — 2004
BSBA, International Business/Marketing
Radius Global Growth Experts October 2007 - Present
Wellington Management May 2004 - August 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.)
Northeastern University 1999 — 2004
BSBA, International Business/Marketing
Rory Douglas Rory Douglas's Wellington Management Experience July 2007 - November 2007
Job IT Sourcing and Negotiation Advisor at UpperEdge, LLC
Industry Law Practice
Experience
UpperEdge, LLC September 2014 - Present
Pegasystems June 2014 - September 2014
Pegasystems February 2013 - May 2014
Iron Mountain October 2012 - February 2013
Suffolk Superior Court, Hon. Justice Patrick F. Brady January 2012 - May 2012
Raytheon December 2011 - March 2012
The Nearing Firm February 2011 - August 2011
New Hampshire Legal Assistance 2010 - 2010
EF Smithson Student Travel 2008 - 2009
Wellington Management July 2007 - November 2007
Skills
Lexis, Legal Research, Legal Writing, Westlaw, Litigation, Corporate Governance, Commercial Litigation, Corporate Law, Intellectual Property, Legal Issues, Legal Assistance, Licensing, Research, Civil Litigation
Education
Boston College Law School
University of Miami School of
Doctor of Law (J.D.), cum laude
The London School of Economics and Political Science (LSE)
Northeastern University
B.S., cum laude, Political Science
UpperEdge, LLC September 2014 - Present
Pegasystems June 2014 - September 2014
Pegasystems February 2013 - May 2014
Iron Mountain October 2012 - February 2013
Suffolk Superior Court, Hon. Justice Patrick F. Brady January 2012 - May 2012
Raytheon December 2011 - March 2012
The Nearing Firm February 2011 - August 2011
New Hampshire Legal Assistance 2010 - 2010
EF Smithson Student Travel 2008 - 2009
Wellington Management July 2007 - November 2007
Skills
Lexis, Legal Research, Legal Writing, Westlaw, Litigation, Corporate Governance, Commercial Litigation, Corporate Law, Intellectual Property, Legal Issues, Legal Assistance, Licensing, Research, Civil Litigation
Education
Boston College Law School
University of Miami School of
Doctor of Law (J.D.), cum laude
The London School of Economics and Political Science (LSE)
Northeastern University
B.S., cum laude, Political Science
Jen Bouchard's Wellington Management Experience June 1998 - January 2001
Job Trusted Technology Advisor, Collaborative Problem Solver, Excellent Listener
Industry Information Services
Experience
Technically Yours January 2015 - Present
Amgen November 2012 - December 2014
Measured Progress April 2011 - October 2012
Cell Signaling Technology November 1999 - April 2011
AskJennyB Computer Consulting January 2001 - January 2011
ACT Andover January 2010 - September 2010
Wellington Management June 1998 - January 2001
Northeastern University Department of Academic Computing September 1997 - June 1998
Upstate Biotechnology 1995 - 1998
Skills
Business Analysis, Software Development, Software Project..., Technical Support, Analysis, Project Management, Testing, Cross-functional Team..., SQL, Windows, Lifesciences, Business Process, Technical Writing, Program Management, Biotechnology, Management, Troubleshooting, Photoshop, Agile Methodologies, Meeting Facilitation, SharePoint, Visio, Workshop Facilitation, Project Portfolio..., Crystal Reports, Java, Mac, Oracle SQL, Structured Conversations, Electronic Lab Notebooks, BioBook, WordPress, CSS, Scrum, Website Design, Life Sciences, Communications Planning, Databases, SDLC, Training, Information Technology, Leadership
Education
Boston University 2008 — 2008
Graduate Certificate, Applied Business Analysis
University of Phoenix 2006 — 2007
Master of Business Administration (MBA)
Northeastern University 1993 — 1998
Biology
Technically Yours January 2015 - Present
Amgen November 2012 - December 2014
Measured Progress April 2011 - October 2012
Cell Signaling Technology November 1999 - April 2011
AskJennyB Computer Consulting January 2001 - January 2011
ACT Andover January 2010 - September 2010
Wellington Management June 1998 - January 2001
Northeastern University Department of Academic Computing September 1997 - June 1998
Upstate Biotechnology 1995 - 1998
Skills
Business Analysis, Software Development, Software Project..., Technical Support, Analysis, Project Management, Testing, Cross-functional Team..., SQL, Windows, Lifesciences, Business Process, Technical Writing, Program Management, Biotechnology, Management, Troubleshooting, Photoshop, Agile Methodologies, Meeting Facilitation, SharePoint, Visio, Workshop Facilitation, Project Portfolio..., Crystal Reports, Java, Mac, Oracle SQL, Structured Conversations, Electronic Lab Notebooks, BioBook, WordPress, CSS, Scrum, Website Design, Life Sciences, Communications Planning, Databases, SDLC, Training, Information Technology, Leadership
Education
Boston University 2008 — 2008
Graduate Certificate, Applied Business Analysis
University of Phoenix 2006 — 2007
Master of Business Administration (MBA)
Northeastern University 1993 — 1998
Biology
Keri Bigness's Wellington Management Experience 2000 - 2004
Job Real Estate Photographer and Real Estate Manager
Industry Consumer Services
Experience
Real Estate/Property Management May 2008 - Present
Keri Bigness Photography January 2005 - Present
EMC June 2011 - November 2011
Text 100 October 2007 - March 2009
VMware 2005 - 2007
Wellington Management 2000 - 2004
Skills
Management, Outlook, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Budgets, Leadership, Project Management, Strategic Planning, Sales, PowerPoint, Customer Service, English, Photoshop, Windows, Social Media, Photography, Editing, Marketing Communications, Team Leadership, Marketing, Press Releases, Social Networking, Advertising, Adobe Creative Suite, Time Management, Event Planning, Online Marketing, Web Design, Event Management, Teamwork, Blogging, Media Relations, Data Entry, Facebook, Public Speaking, Lightroom
Education
New England School of Photography 2004 — 2006
Digital Photography
Boston University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Real Estate/Property Management May 2008 - Present
Keri Bigness Photography January 2005 - Present
EMC June 2011 - November 2011
Text 100 October 2007 - March 2009
VMware 2005 - 2007
Wellington Management 2000 - 2004
Skills
Management, Outlook, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Budgets, Leadership, Project Management, Strategic Planning, Sales, PowerPoint, Customer Service, English, Photoshop, Windows, Social Media, Photography, Editing, Marketing Communications, Team Leadership, Marketing, Press Releases, Social Networking, Advertising, Adobe Creative Suite, Time Management, Event Planning, Online Marketing, Web Design, Event Management, Teamwork, Blogging, Media Relations, Data Entry, Facebook, Public Speaking, Lightroom
Education
New England School of Photography 2004 — 2006
Digital Photography
Boston University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Dmitri Boulanov's Wellington Management Experience July 2010 - Present
Job Software Engineer at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management July 2010 - Present
Boston University Department of Biomedical Engineering September 2009 - May 2010
Center for Advanced Biotechnology May 2009 - August 2009
Skills
Java, Data Analysis, Machine Learning, Matlab, Android, Analytical Skills, Business Analysis, PL/SQL, Community Engagement, Event Planning, Due Diligence, Community Outreach, Functional..., Entrepreneurship, JavaScript, ITIL, Eclipse, Amazon Web Services..., Business Process..., SQL, MySQL, CMDB, ServiceNow
Education
Boston University 2006 — 2010
Bachelor of Science, Biomedical Engineering
Wellington Management July 2010 - Present
Boston University Department of Biomedical Engineering September 2009 - May 2010
Center for Advanced Biotechnology May 2009 - August 2009
Skills
Java, Data Analysis, Machine Learning, Matlab, Android, Analytical Skills, Business Analysis, PL/SQL, Community Engagement, Event Planning, Due Diligence, Community Outreach, Functional..., Entrepreneurship, JavaScript, ITIL, Eclipse, Amazon Web Services..., Business Process..., SQL, MySQL, CMDB, ServiceNow
Education
Boston University 2006 — 2010
Bachelor of Science, Biomedical Engineering
Yana Andrea Klimova's Wellington Management Experience January 2008 - November 2008
Job Number Crunching DoGooder | MSA/MSF | Nature Lover
Industry Nonprofit Organization Management
Experience
Partners In Health September 2013 - Present
Partners In Health August 2013 - September 2013
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wellington Management January 2008 - November 2008
Analistas Financieros Internacionales February 2006 - May 2006
Morgan Stanley Dean Witter June 2005 - August 2005
Skills
Financial Modeling, Valuation, Strategic Planning, Non-profit..., Grants, Spanish, Portfolio Management, Derivatives, Investments, Economics, Corporate Finance, Forecasting, Bloomberg, Finance, Data Analysis, Analysis, Investment Strategies, FX Options, Financial Analysis, Capital Markets, Equity Research, Investment Banking, Fixed Income, Trading, Hedging, Due Diligence, Hedge Funds, Alternative Investments, Investment Management, Market Research, Asset Allocation, Emerging Markets, Financial Statement..., Financial Markets, Client Relations, Asset Management, Contractual Agreements, Financial Reporting, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Dual Masters of Science, Finance and Accounting
Brandeis University 2003 — 2007
Bachelor of Arts, International and Global Studies, concentration Economics and Spanish, Magna Cum Laude
Newton South High School
Partners In Health September 2013 - Present
Partners In Health August 2013 - September 2013
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wellington Management January 2008 - November 2008
Analistas Financieros Internacionales February 2006 - May 2006
Morgan Stanley Dean Witter June 2005 - August 2005
Skills
Financial Modeling, Valuation, Strategic Planning, Non-profit..., Grants, Spanish, Portfolio Management, Derivatives, Investments, Economics, Corporate Finance, Forecasting, Bloomberg, Finance, Data Analysis, Analysis, Investment Strategies, FX Options, Financial Analysis, Capital Markets, Equity Research, Investment Banking, Fixed Income, Trading, Hedging, Due Diligence, Hedge Funds, Alternative Investments, Investment Management, Market Research, Asset Allocation, Emerging Markets, Financial Statement..., Financial Markets, Client Relations, Asset Management, Contractual Agreements, Financial Reporting, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Dual Masters of Science, Finance and Accounting
Brandeis University 2003 — 2007
Bachelor of Arts, International and Global Studies, concentration Economics and Spanish, Magna Cum Laude
Newton South High School
Rafael Benzan's Wellington Management Experience July 2012 - Present
Job Vice President, Software Architect, IT Professional
Industry Computer Software
Experience
Wellington Management July 2012 - Present
Wellington Management August 2003 - July 2012
Arcstream Solutions February 2003 - August 2003
ThinkSpark April 2002 - November 2002
Cornerstone Technology Partners, Inc. October 2000 - September 2001
Lotus Development Corp. 1990 - 2000
Skills
Agile Methodologies, SDLC, SQL, Enterprise Architecture, Oracle, Business Analysis, IT Strategy, SOA, Java, Software Development, XML, Web Services, Software Project..., Integration, PL/SQL, Cloud Computing, Database Design, Data Modeling, Requirements Analysis, Databases, Java Enterprise Edition, Unix, Agile Project Management, SharePoint, Scrum
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MBA
Northeastern University 1992 — 1995
BS
Carnegie Mellon University 1990 — 1992
Wellington Management July 2012 - Present
Wellington Management August 2003 - July 2012
Arcstream Solutions February 2003 - August 2003
ThinkSpark April 2002 - November 2002
Cornerstone Technology Partners, Inc. October 2000 - September 2001
Lotus Development Corp. 1990 - 2000
Skills
Agile Methodologies, SDLC, SQL, Enterprise Architecture, Oracle, Business Analysis, IT Strategy, SOA, Java, Software Development, XML, Web Services, Software Project..., Integration, PL/SQL, Cloud Computing, Database Design, Data Modeling, Requirements Analysis, Databases, Java Enterprise Edition, Unix, Agile Project Management, SharePoint, Scrum
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MBA
Northeastern University 1992 — 1995
BS
Carnegie Mellon University 1990 — 1992
Jeffrey S. MacDonald, CFA Jeffrey S. MacDonald, CFA's Wellington Management Experience 1999 - 2004
Job Director of Fixed Income Strategies at Franklin Templeton / Fiduciary Trust
Industry Financial Services
Experience
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Franklin Templeton / Fiduciary Trust 2013 - Present
Cutwater Asset Management 2007 - May 2012
Hartford Investment Management 2004 - 2007
Wellington Management 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Fixed Income, Portfolio Management, Institutional Investors, Mutual Funds, BlackRock Aladdin, Bloomberg AIM, FactSet, Perform, Oracle Discoverer, Microsoft Office, Asset Allocation, Bonds, Institutional..., Investment Banking, Investment Strategies, Investments, Structured Products, Trading, Asset Management
Education
Boston University 1995 — 1997
Master's, Business Administration
Trinity College-Hartford 1988 — 1992
BS, Public Policy
Sherilyn,Yingxing Chi's Wellington Management Experience April 2015 - Present
Job System Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2015 - Present
Moody's Analytics June 2014 - August 2014
China Life Insurance Co.ltd June 2012 - August 2012
Bank of China December 2011 - February 2012
Skills
Financial Modeling, R, Statistics, SQL, C++, Stochastic Processes, Stochastic Optimization, VBA, Data Mining, Analytics, Analysis
Education
Boston University 2013 — 2015
Master's degree, Mathematical Finance
Nanjing University of Science and Technology 2009 — 2013
Bachelor's degree, Finance, General
Wellington Management April 2015 - Present
Moody's Analytics June 2014 - August 2014
China Life Insurance Co.ltd June 2012 - August 2012
Bank of China December 2011 - February 2012
Skills
Financial Modeling, R, Statistics, SQL, C++, Stochastic Processes, Stochastic Optimization, VBA, Data Mining, Analytics, Analysis
Education
Boston University 2013 — 2015
Master's degree, Mathematical Finance
Nanjing University of Science and Technology 2009 — 2013
Bachelor's degree, Finance, General
J.R. Morris J.R. Morris's Wellington Management Experience January 2004 - April 2007
Job Director of Application Development at The Baupost Group
Industry Computer Software
Experience
The Baupost Group May 2012 - Present
Charles River Development April 2007 - May 2012
Wellington Management January 2004 - April 2007
deNovis February 2001 - January 2004
Sun Microsystems July 1995 - January 2001
Private Schools September 1991 - June 1995
Yosemite National Park June 1991 - August 1991
Skills
Software Development, Agile Methodologies, Integration, C#, Java Enterprise Edition, Microsoft SQL Server, Software Project..., Web Applications, Java, SDLC, Oracle, .NET, Spring, Scrum, Design Patterns, Disaster Recovery, Product Management, JavaScript, XML, HTML, Architecture, Enterprise Architecture, Requirements Analysis, Perl, Software Engineering, Software Documentation, Program Management, Quality Assurance, SQL, Enterprise Software, SaaS, Architectures, RabbitMQ, SonicMQ
Education
University of Massachusetts at Lowell 1986 — 1991
Bachelor of Science, Mechanical Engineering
Boston University
Computer Science
Harvard University
Northeastern University
The Baupost Group May 2012 - Present
Charles River Development April 2007 - May 2012
Wellington Management January 2004 - April 2007
deNovis February 2001 - January 2004
Sun Microsystems July 1995 - January 2001
Private Schools September 1991 - June 1995
Yosemite National Park June 1991 - August 1991
Skills
Software Development, Agile Methodologies, Integration, C#, Java Enterprise Edition, Microsoft SQL Server, Software Project..., Web Applications, Java, SDLC, Oracle, .NET, Spring, Scrum, Design Patterns, Disaster Recovery, Product Management, JavaScript, XML, HTML, Architecture, Enterprise Architecture, Requirements Analysis, Perl, Software Engineering, Software Documentation, Program Management, Quality Assurance, SQL, Enterprise Software, SaaS, Architectures, RabbitMQ, SonicMQ
Education
University of Massachusetts at Lowell 1986 — 1991
Bachelor of Science, Mechanical Engineering
Boston University
Computer Science
Harvard University
Northeastern University
Ksenia Lanin's Wellington Management Experience May 2012 - June 2012
Job Assistant Buyer at Rue La La
Industry Retail
Experience
Rue La La September 2013 - Present
Huntington Theatre September 2014 - Present
Rue La La September 2012 - August 2013
TripAdvisor June 2012 - August 2012
Wellington Management May 2012 - June 2012
Harvard University April 2012 - May 2012
United Way of Northern New Jersey January 2012 - March 2012
Boston University Community Service Center September 2010 - May 2011
Boston University Student Activities Office January 2010 - May 2011
Intergenerational Literacy Program January 2009 - May 2011
Skills
Social Media Relations, Volunteer Engagement, Volunteer Management, Website Copy, Event Planning, Microsoft Office, Outlook, Administrative..., Bulk Mailing, Conference Services, Public Relations, Social Media Marketing, Social Media, Volunteering, Marketing
Education
Boston University 2007 — 2011
B.A., International Relations, Public Relations
Dublin Scioto High School
Dublin Scioto High School
Rue La La September 2013 - Present
Huntington Theatre September 2014 - Present
Rue La La September 2012 - August 2013
TripAdvisor June 2012 - August 2012
Wellington Management May 2012 - June 2012
Harvard University April 2012 - May 2012
United Way of Northern New Jersey January 2012 - March 2012
Boston University Community Service Center September 2010 - May 2011
Boston University Student Activities Office January 2010 - May 2011
Intergenerational Literacy Program January 2009 - May 2011
Skills
Social Media Relations, Volunteer Engagement, Volunteer Management, Website Copy, Event Planning, Microsoft Office, Outlook, Administrative..., Bulk Mailing, Conference Services, Public Relations, Social Media Marketing, Social Media, Volunteering, Marketing
Education
Boston University 2007 — 2011
B.A., International Relations, Public Relations
Dublin Scioto High School
Dublin Scioto High School
Kathleen O'Neill's Wellington Management Experience February 2002 - December 2008
Job Director, Global Engagement at Bullhorn
Industry Information Technology and Services
Experience
Bullhorn September 2015 - Present
athenahealth January 2012 - September 2015
athenahealth March 2009 - December 2011
Wellington Management February 2002 - December 2008
Thomson Financial 2000 - 2001
CSC Consulting 1998 - 2001
Revelation Software 1997 - 1999
Skills
Management, Integration, Business Analysis, Process Improvement, Vendor Management, Consulting, Strategic Planning, IT Strategy, Healthcare, Cross-functional Team..., Healthcare Information..., people management, Software Development, Application Development, Agile Project Management, Organizational..., Crisis Management, Support Management, Multi-site Team..., Metrics Definition, Optimizing Performance, Contract Negotiation, Business Planning, Scalability, Career Development..., Constructive Feedback, Business Process..., Interoperability, ICD-10, Client-focused, Business Innovation, HL7, Technology Integration, Customer Support, CRM, Technical Support, SQL, HIPAA, Project Management, Leadership
Education
Boston University 1993 — 1997
BA, Economics, Environmental Science
Lowell High School 1989 — 1993
HS Diploma
Bullhorn September 2015 - Present
athenahealth January 2012 - September 2015
athenahealth March 2009 - December 2011
Wellington Management February 2002 - December 2008
Thomson Financial 2000 - 2001
CSC Consulting 1998 - 2001
Revelation Software 1997 - 1999
Skills
Management, Integration, Business Analysis, Process Improvement, Vendor Management, Consulting, Strategic Planning, IT Strategy, Healthcare, Cross-functional Team..., Healthcare Information..., people management, Software Development, Application Development, Agile Project Management, Organizational..., Crisis Management, Support Management, Multi-site Team..., Metrics Definition, Optimizing Performance, Contract Negotiation, Business Planning, Scalability, Career Development..., Constructive Feedback, Business Process..., Interoperability, ICD-10, Client-focused, Business Innovation, HL7, Technology Integration, Customer Support, CRM, Technical Support, SQL, HIPAA, Project Management, Leadership
Education
Boston University 1993 — 1997
BA, Economics, Environmental Science
Lowell High School 1989 — 1993
HS Diploma
Ashley Turner's Wellington Management Experience September 2014 - Present
Job Pricing Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Eaton Vance May 2007 - September 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities, Investments, Asset Management, Fund Accounting, Investment Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investment Strategies, Bonds, Asset Allocation
Education
Boston University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Archbishop Williams
Wellington Management September 2014 - Present
Eaton Vance May 2007 - September 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities, Investments, Asset Management, Fund Accounting, Investment Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investment Strategies, Bonds, Asset Allocation
Education
Boston University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Archbishop Williams
Dennis Kadourov, CFA's Wellington Management Experience May 2010 - Present
Job Assistant Vice President, Wellington Management
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Wellington Management Company August 2007 - May 2010
Progress Software Corporation March 2006 - August 2007
Progress Software Corporation April 2000 - February 2006
Atis-Capital October 1997 - February 2000
Skills
Bloomberg, Investments, Risk Management, Fixed Income, Financial Modeling, Fundamental Analysis, Portfolio Management, FX Options, Macroeconomics, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Saint-Petersburg State University, Russia 1993 — 1998
Bachelor, Economics and Finance
Institute Of Actuaries, UK 1995 — 1996
•Certified Specialist in Actuarial Mathematics
Wellington Management May 2010 - Present
Wellington Management Company August 2007 - May 2010
Progress Software Corporation March 2006 - August 2007
Progress Software Corporation April 2000 - February 2006
Atis-Capital October 1997 - February 2000
Skills
Bloomberg, Investments, Risk Management, Fixed Income, Financial Modeling, Fundamental Analysis, Portfolio Management, FX Options, Macroeconomics, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Saint-Petersburg State University, Russia 1993 — 1998
Bachelor, Economics and Finance
Institute Of Actuaries, UK 1995 — 1996
•Certified Specialist in Actuarial Mathematics
Anne Zinter Anne Zinter's Wellington Management Experience July 2013 - Present
Job Sr. Analyst, Learning & Development Professional
Industry Financial Services
Experience
Wellington Management July 2013 - Present
Interaction Associates August 2012 - June 2013
Interaction Associates July 2010 - July 2012
Interaction Associates August 2008 - July 2010
Interaction Associates June 2006 - July 2008
Interaction Associates July 2004 - June 2006
Dalbar 2000 - 2004
Partners First 1998 - 2000
Skills
Employee Engagement, Executive Development, Performance Management, Team Building, Training Delivery, Succession Planning, Public Speaking, Training, Leadership, Cross-functional Team..., Performance Improvement, Business Development, Employee Training, Blended Learning, Consulting, Project Planning, Sales, Team Leadership, New Business Development
Education
Harvard University Graduate School of Education 1997 — 1998
EdM, Education
Boston University 1993 — 1997
BS/ BA, Education/ Sociology
Mt. Olive High School 1989 — 1993
Wellington Management July 2013 - Present
Interaction Associates August 2012 - June 2013
Interaction Associates July 2010 - July 2012
Interaction Associates August 2008 - July 2010
Interaction Associates June 2006 - July 2008
Interaction Associates July 2004 - June 2006
Dalbar 2000 - 2004
Partners First 1998 - 2000
Skills
Employee Engagement, Executive Development, Performance Management, Team Building, Training Delivery, Succession Planning, Public Speaking, Training, Leadership, Cross-functional Team..., Performance Improvement, Business Development, Employee Training, Blended Learning, Consulting, Project Planning, Sales, Team Leadership, New Business Development
Education
Harvard University Graduate School of Education 1997 — 1998
EdM, Education
Boston University 1993 — 1997
BS/ BA, Education/ Sociology
Mt. Olive High School 1989 — 1993
Matthew McMenamy Matthew McMenamy's Wellington Management Experience July 2011 - Present
Job Account Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Advisor January 2009 - February 2011
The Hartford July 2006 - November 2008
United States Navy May 2000 - June 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
M.B.A., Finance/Marketing
Villanova University 1996 — 2000
B.A., History
Wellington Management July 2011 - Present
Advisor January 2009 - February 2011
The Hartford July 2006 - November 2008
United States Navy May 2000 - June 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
M.B.A., Finance/Marketing
Villanova University 1996 — 2000
B.A., History
Jose L. Gonzalez, CFA Jose L. Gonzalez, CFA's Wellington Management Experience May 2012 - Present
Job Account Manager
Industry Investment Management
Experience
Wellington Management May 2012 - Present
Wellington Management January 2010 - April 2012
Wellington Management November 2005 - December 2009
Thomson Financial 2000 - 2005
Skills
Investment Strategies, Relationship Management, Latin America, Pension Funds, Endowment Funds, Institutional Sales, Sovereign, Foreign Relations, Spanish-speaking, Fixed Income, Financial Analysis, Equities, Wealth Management, Alternative Investments, First Call, Hedge Funds, Due Diligence, Institutional..., Central Banks, Foreign Investment, AFP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master of Business Administration (MBA) & Master of Science in Finance (MSF)
Tulane University - A.B. Freeman School of Business 1999 — 2000
Bachelor of Business Administration (BBA), Marketing and Finance
Universidad de Los Andes 1995 — 1999
Business Administration and Management, General
Wellington Management May 2012 - Present
Wellington Management January 2010 - April 2012
Wellington Management November 2005 - December 2009
Thomson Financial 2000 - 2005
Skills
Investment Strategies, Relationship Management, Latin America, Pension Funds, Endowment Funds, Institutional Sales, Sovereign, Foreign Relations, Spanish-speaking, Fixed Income, Financial Analysis, Equities, Wealth Management, Alternative Investments, First Call, Hedge Funds, Due Diligence, Institutional..., Central Banks, Foreign Investment, AFP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master of Business Administration (MBA) & Master of Science in Finance (MSF)
Tulane University - A.B. Freeman School of Business 1999 — 2000
Bachelor of Business Administration (BBA), Marketing and Finance
Universidad de Los Andes 1995 — 1999
Business Administration and Management, General
Adam Norman Adam Norman's Wellington Management Experience February 2012 - Present
Job Investment Communications Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2012 - Present
LPL Financial November 2007 - January 2012
Congress Asset Management April 2007 - November 2007
Commonwealth Financial Network January 2006 - April 2007
Standish Mellon Asset Management December 1997 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Colby College 1992 — 1996
BA, History
Wellington Management February 2012 - Present
LPL Financial November 2007 - January 2012
Congress Asset Management April 2007 - November 2007
Commonwealth Financial Network January 2006 - April 2007
Standish Mellon Asset Management December 1997 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Colby College 1992 — 1996
BA, History
Kathryn Rowell Kathryn Rowell's Wellington Management Experience June 2006 - December 2010
Job Managing Director, Relationship Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management January 2011 - Present
Wellington Management June 2006 - December 2010
Wellington Management June 2002 - June 2006
Wellington Management July 2000 - June 2002
Wellington Management December 1999 - July 2000
NewPromise.com January 1998 - October 1999
Skills
Relationship Management, Management, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investments, Investment Management, Securities, Asset Managment, Valuation, Bloomberg, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Boston University 2009 — 2010
University of San Francisco 1993 — 1997
Bachelor of Arts
Universidad Antonio de Nebrija 1994 — 1995
New Trier High School 1988 — 1992
Diploma
Manulife Asset Management January 2011 - Present
Wellington Management June 2006 - December 2010
Wellington Management June 2002 - June 2006
Wellington Management July 2000 - June 2002
Wellington Management December 1999 - July 2000
NewPromise.com January 1998 - October 1999
Skills
Relationship Management, Management, Equities, Alternative Investments, Fixed Income, Asset Allocation, Investments, Investment Management, Securities, Asset Managment, Valuation, Bloomberg, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Boston University 2009 — 2010
University of San Francisco 1993 — 1997
Bachelor of Arts
Universidad Antonio de Nebrija 1994 — 1995
New Trier High School 1988 — 1992
Diploma
Tunde Agboola's Wellington Management Experience July 2010 - August 2012
Job Software Engineer at Invite Education
Industry Computer Software
Experience
Invite Education February 2014 - Present
ByteLight August 2012 - February 2014
Wellington Management July 2010 - August 2012
Boston University September 2007 - May 2010
Boston University June 2009 - September 2009
Boston University June 2008 - September 2008
Skills
Objective-C, iPhone Application..., iPad, Ruby on Rails, Matlab, Java, C++, C#, C, Unix, Microsoft Excel, Solidworks, XML, Verilog, Microsoft Word, Android, Eclipse, SQL, OS X, MySQL
Education
Harvard University 2012 — 2013
Master of Science (M.S.), Computer Science
Boston University 2006 — 2010
Bachelor of Science (B.S.), Computer Systems Engineering
Invite Education February 2014 - Present
ByteLight August 2012 - February 2014
Wellington Management July 2010 - August 2012
Boston University September 2007 - May 2010
Boston University June 2009 - September 2009
Boston University June 2008 - September 2008
Skills
Objective-C, iPhone Application..., iPad, Ruby on Rails, Matlab, Java, C++, C#, C, Unix, Microsoft Excel, Solidworks, XML, Verilog, Microsoft Word, Android, Eclipse, SQL, OS X, MySQL
Education
Harvard University 2012 — 2013
Master of Science (M.S.), Computer Science
Boston University 2006 — 2010
Bachelor of Science (B.S.), Computer Systems Engineering
Helen Alva Makadia, CFA Helen Alva Makadia, CFA's Wellington Management Experience February 2000 - August 2005
Job Professional Photographer
Industry Photography
Experience
Helen Makadia Photography January 2008 - Present
Genzyme November 2005 - January 2008
Wellington Management February 2000 - August 2005
Wellington Management August 1998 - February 2000
Skills
Due Diligence, Microsoft Office, Project Management, Photography, Digital Photography, Pharmaceutical Industry, Biotechnology, Event Planning, Valuation
Education
Boston University 2008 — 2008
Photography
Wellesley College 1994 — 1998
B.A., Economics, Political Science
Culver City High School 1990 — 1994
Helen Makadia Photography January 2008 - Present
Genzyme November 2005 - January 2008
Wellington Management February 2000 - August 2005
Wellington Management August 1998 - February 2000
Skills
Due Diligence, Microsoft Office, Project Management, Photography, Digital Photography, Pharmaceutical Industry, Biotechnology, Event Planning, Valuation
Education
Boston University 2008 — 2008
Photography
Wellesley College 1994 — 1998
B.A., Economics, Political Science
Culver City High School 1990 — 1994
Tama Donovan Tama Donovan's Wellington Management Experience January 2014 - Present
Job Director, Global Employee Relations & Business Management at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2014 - Present
State Street Bank April 2012 - December 2013
State Street Bank and Trust Company January 2009 - August 2012
State Street Bank June 2007 - December 2008
Wilmer, Cutler, Pickering Hale and Dorr September 1998 - June 2007
Education
Boston College Law School 1995 — 1998
JD
Hamilton College 1991 — 1995
North Yarmouth Academy
Wellington Management January 2014 - Present
State Street Bank April 2012 - December 2013
State Street Bank and Trust Company January 2009 - August 2012
State Street Bank June 2007 - December 2008
Wilmer, Cutler, Pickering Hale and Dorr September 1998 - June 2007
Education
Boston College Law School 1995 — 1998
JD
Hamilton College 1991 — 1995
North Yarmouth Academy
Meredith Joly's Wellington Management Experience April 2012 - June 2015
Job Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2012 - June 2015
Citi June 2009 - April 2012
Skills
Bloomberg, Capital Markets, Securitization, Fixed Income, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, ABS, Series 7, Series 63, Equities, Hedge Funds, Valuation, Bonds, Credit, Leveraged Finance, Corporate Finance, Loan Origination, Investments
Education
Boston College - Carroll School of Management 2005 — 2009
BS Management, Finance, Economics
Wellington Management April 2012 - June 2015
Citi June 2009 - April 2012
Skills
Bloomberg, Capital Markets, Securitization, Fixed Income, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, ABS, Series 7, Series 63, Equities, Hedge Funds, Valuation, Bonds, Credit, Leveraged Finance, Corporate Finance, Loan Origination, Investments
Education
Boston College - Carroll School of Management 2005 — 2009
BS Management, Finance, Economics
Liana Petranin-Maloof Liana Petranin-Maloof's Wellington Management Experience September 2000 - August 2006
Job Marketing Manager at Natixis Global Asset Management
Industry Investment Management
Experience
NATIXIS GLOBAL ASSET MANAGEMENT 2009 - Present
Natixis Global Asset Management September 2006 - 2009
Wellington Management September 2000 - August 2006
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Management, Investments, Asset Allocation, Derivatives, Capital Markets, Financial Markets, Financial Analysis, Financial Services, Securities, Private Equity, Risk Management, CRM, Relationship Management, Asset Management
Education
Simmons College - Simmons School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
Boston College 1995 — 1998
Bachelor's degree, Business Administration, Management and Operations, Magna Cum Laude
NATIXIS GLOBAL ASSET MANAGEMENT 2009 - Present
Natixis Global Asset Management September 2006 - 2009
Wellington Management September 2000 - August 2006
Skills
Hedge Funds, Asset Managment, Fixed Income, Equities, Mutual Funds, Alternative Investments, Bloomberg, Investment Management, Investments, Asset Allocation, Derivatives, Capital Markets, Financial Markets, Financial Analysis, Financial Services, Securities, Private Equity, Risk Management, CRM, Relationship Management, Asset Management
Education
Simmons College - Simmons School of Management 1998 — 2000
Master of Business Administration (MBA), Finance and Marketing
Boston College 1995 — 1998
Bachelor's degree, Business Administration, Management and Operations, Magna Cum Laude
Rob Zdunczyk Rob Zdunczyk's Wellington Management Experience 1998 - 2005
Job Portfolio Manager, Head of Fixed Income at Clough Capital Partners, L.P.
Industry Investment Management
Experience
Clough Capital Partners, L.P. June 2005 - Present
Wellington Management 1998 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Hedge Funds, Mutual Funds
Education
Northeastern University 2000 — 2002
Master's degree, Finance, General
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Clough Capital Partners, L.P. June 2005 - Present
Wellington Management 1998 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Hedge Funds, Mutual Funds
Education
Northeastern University 2000 — 2002
Master's degree, Finance, General
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Economics
Ryan Sheine Ryan Sheine's Wellington Management Experience August 2014 - Present
Job Financial Administrator at Wellington Management
Industry Public Policy
Experience
Wellington Management August 2014 - Present
Boston University March 2013 - August 2014
Southwest Paper USA November 2012 - August 2014
Winer Capital November 2012 - August 2014
Colorado State University January 2011 - December 2011
The Rocky Mountain Collegian January 2009 - May 2010
Skills
Event Planning, Research, Nonprofits, Microsoft Office, Office Administration, Policy, Office Management, Administrative..., Microsoft Excel, Microsoft Word, Stata, Matlab, Quantitative Research, Quantitative Analytics, Quantative Analysis, Statistics, Economics, Econometrics, Economic Development, Economic Research, International Economics, Economic Policy, Mathematical Analysis, Mathematics, Multivariable Calculus, Linear Algebra, Logistic Regression, Regression Analysis, Outlook, PowerPoint, Data Analysis, Financial Analysis, Strategic Financial..., Statistical Data..., Multivariate Statistics, Customer Service, Social Media, Public Speaking, Social Networking, Management
Education
Boston University 2012 — 2014
Economic Policy, Economics
Colorado State University 2008 — 2012
Economics, Political Science and Government
Wellington Management August 2014 - Present
Boston University March 2013 - August 2014
Southwest Paper USA November 2012 - August 2014
Winer Capital November 2012 - August 2014
Colorado State University January 2011 - December 2011
The Rocky Mountain Collegian January 2009 - May 2010
Skills
Event Planning, Research, Nonprofits, Microsoft Office, Office Administration, Policy, Office Management, Administrative..., Microsoft Excel, Microsoft Word, Stata, Matlab, Quantitative Research, Quantitative Analytics, Quantative Analysis, Statistics, Economics, Econometrics, Economic Development, Economic Research, International Economics, Economic Policy, Mathematical Analysis, Mathematics, Multivariable Calculus, Linear Algebra, Logistic Regression, Regression Analysis, Outlook, PowerPoint, Data Analysis, Financial Analysis, Strategic Financial..., Statistical Data..., Multivariate Statistics, Customer Service, Social Media, Public Speaking, Social Networking, Management
Education
Boston University 2012 — 2014
Economic Policy, Economics
Colorado State University 2008 — 2012
Economics, Political Science and Government
David van Gelder, CFP®'s Wellington Management Experience 1998 - 1999
Job President at van Gelder, Inc.
Industry Textiles
Experience
van Gelder, Inc. August 2001 - Present
Aon Consulting 2000 - 2001
Wellington Management 1998 - 1999
Brown Brothers Harriman 1997 - 1998
State Street Research 1996 - 1997
Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service
Education
Kennesaw State University 2002 — 2004
Financial Planning
Boston University 1997 — 1999
Masters, Finance and Economics
Boston University Questrom School of Business 1991 — 1995
BSBA, International Business
van Gelder, Inc. August 2001 - Present
Aon Consulting 2000 - 2001
Wellington Management 1998 - 1999
Brown Brothers Harriman 1997 - 1998
State Street Research 1996 - 1997
Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service
Education
Kennesaw State University 2002 — 2004
Financial Planning
Boston University 1997 — 1999
Masters, Finance and Economics
Boston University Questrom School of Business 1991 — 1995
BSBA, International Business
Ben McBride's Wellington Management Experience November 2010 - Present
Job Principal at Wellington Management
Industry Computer Software
Experience
Wellington Management November 2010 - Present
Education
Boston University 2005 — 2009
MS, Computer Science
University of Massachusetts, Amherst 1994 — 1997
MS, Hydrogeology
Brown University 1990 — 1994
ScB, Geological Sciences
Wellington Management November 2010 - Present
Education
Boston University 2005 — 2009
MS, Computer Science
University of Massachusetts, Amherst 1994 — 1997
MS, Hydrogeology
Brown University 1990 — 1994
ScB, Geological Sciences
Ade Baptista's Wellington Management Experience 2001 - 2004
Job Come join our growing Amazon Web Services team! Looking for Cloud Engineers and Architects.
Industry Information Technology and Services
Experience
Amazon Web Services June 2014 - Present
Sustainable Strength 2010 - Present
Pearson September 2012 - June 2014
Accenture February 2009 - September 2012
RiskMetrics Group 2004 - 2008
Wellington Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Capacity Planning, System Administration, High Availability, Storage Management, Solaris, Linux, Non-profits, Disaster Recovery, Storage Area Networks, Veritas Cluster Server, Veritas Volume Manager, Storage Virtualization, Team Leadership, IT Management, Project Management, Process Improvement, NetApp, Cluster, EMC Storage, Non-profit Leadership, Vendor Management, Management, Nonprofits, Cloud Computing, NAS, Data Center, Databases, SAN, Red Hat Linux, Servers, Perl, Infrastructure, Hardware, System Architecture, Unix, Enterprise Architecture, Testing, VMware, Business Continuity, Integration, Virtualization, SaaS, IT Strategy, Storage Solutions, Backup Solutions, Enterprise Storage, Storage Architecture
Education
Tufts University
Master's Degree
Boston University
Bachelor's Degree
University at Buffalo
Amazon Web Services June 2014 - Present
Sustainable Strength 2010 - Present
Pearson September 2012 - June 2014
Accenture February 2009 - September 2012
RiskMetrics Group 2004 - 2008
Wellington Management 2001 - 2004
Morgan Stanley 1997 - 2001
Skills
Capacity Planning, System Administration, High Availability, Storage Management, Solaris, Linux, Non-profits, Disaster Recovery, Storage Area Networks, Veritas Cluster Server, Veritas Volume Manager, Storage Virtualization, Team Leadership, IT Management, Project Management, Process Improvement, NetApp, Cluster, EMC Storage, Non-profit Leadership, Vendor Management, Management, Nonprofits, Cloud Computing, NAS, Data Center, Databases, SAN, Red Hat Linux, Servers, Perl, Infrastructure, Hardware, System Architecture, Unix, Enterprise Architecture, Testing, VMware, Business Continuity, Integration, Virtualization, SaaS, IT Strategy, Storage Solutions, Backup Solutions, Enterprise Storage, Storage Architecture
Education
Tufts University
Master's Degree
Boston University
Bachelor's Degree
University at Buffalo
Elizabeth Kelley's Wellington Management Experience 1998 - 1999
Job Principal, Sector Leadership at Health Leads
Industry Hospital & Health Care
Experience
Health Leads November 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
Brigham and Women's Hospital September 2011 - May 2012
Massachusetts Department of Public Health November 2008 - September 2011
Massachusetts Department of Public Health January 2011 - April 2011
ECG Management Consultants June 2007 - November 2008
Cambridge Health Alliance September 2004 - May 2007
Cambridge Health Alliance June 2002 - September 2004
Wellington Management 1998 - 1999
Skills
Healthcare, Public Health, Healthcare Management, Hospitals, Strategic Planning, Strategy, Policy, Project Management, Public Policy, Health Policy, Analysis, Quality Improvement, Budgets, Program Evaluation, Management, Business Process..., Data Analysis, Process Improvement, Marketing Management, Healthcare Consulting, Competitive Analysis, business planning, Cross-functional Team..., Business Strategy, Program Management
Education
College of the Holy Cross 1992 — 1996
BA, English
Boston University Questrom School of Business 2000 — 2002
MBA, Healthcare Management
Boston University - School of Public Health 2000 — 2002
MPH, Health Services
Villa Duchesne Oak Hill School 1988 — 1992
High School
Health Leads November 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
Brigham and Women's Hospital September 2011 - May 2012
Massachusetts Department of Public Health November 2008 - September 2011
Massachusetts Department of Public Health January 2011 - April 2011
ECG Management Consultants June 2007 - November 2008
Cambridge Health Alliance September 2004 - May 2007
Cambridge Health Alliance June 2002 - September 2004
Wellington Management 1998 - 1999
Skills
Healthcare, Public Health, Healthcare Management, Hospitals, Strategic Planning, Strategy, Policy, Project Management, Public Policy, Health Policy, Analysis, Quality Improvement, Budgets, Program Evaluation, Management, Business Process..., Data Analysis, Process Improvement, Marketing Management, Healthcare Consulting, Competitive Analysis, business planning, Cross-functional Team..., Business Strategy, Program Management
Education
College of the Holy Cross 1992 — 1996
BA, English
Boston University Questrom School of Business 2000 — 2002
MBA, Healthcare Management
Boston University - School of Public Health 2000 — 2002
MPH, Health Services
Villa Duchesne Oak Hill School 1988 — 1992
High School
Jane LeBlanc's Wellington Management Experience March 2005 - April 2006
Job Fundraiser/Development Professional
Industry Fund-Raising
Experience
Wellesley College March 2008 - March 2011
CASPAR, Inc. (Cambridge and Somerville Program for Alcoholism and Drug Abuse Rehabilitation) August 2006 - February 2008
Wellington Management March 2005 - April 2006
Nipmuc Regional High School 2004 - 2005
Facing History and Ourselves May 2002 - June 2003
Skills
Annual Giving, Fundraising, Grant Writing, Program Management, Proofreading
Education
Boston University 2003 — 2004
MAT, Secondary Education (English)
Mount Holyoke College 1997 — 2001
Wellesley College March 2008 - March 2011
CASPAR, Inc. (Cambridge and Somerville Program for Alcoholism and Drug Abuse Rehabilitation) August 2006 - February 2008
Wellington Management March 2005 - April 2006
Nipmuc Regional High School 2004 - 2005
Facing History and Ourselves May 2002 - June 2003
Skills
Annual Giving, Fundraising, Grant Writing, Program Management, Proofreading
Education
Boston University 2003 — 2004
MAT, Secondary Education (English)
Mount Holyoke College 1997 — 2001
Lauren DeGraan's Wellington Management Experience June 2004 - May 2011
Job Occupational Therapist
Industry Hospital & Health Care
Experience
South Shore Therapies February 2015 - Present
Wellington Management June 2004 - May 2011
Skills
PowerPoint, Program Management, Project Management, Microsoft Excel, Access, Business Analysis, Financial Services, Fixed Income, Process Improvement
Education
Boston University 2011 — 2013
Masters, Occupational Therapy
Northeastern University 1999 — 2004
Bachelor of Science, Managment Information Systems/Marketing
South Shore Therapies February 2015 - Present
Wellington Management June 2004 - May 2011
Skills
PowerPoint, Program Management, Project Management, Microsoft Excel, Access, Business Analysis, Financial Services, Fixed Income, Process Improvement
Education
Boston University 2011 — 2013
Masters, Occupational Therapy
Northeastern University 1999 — 2004
Bachelor of Science, Managment Information Systems/Marketing
Joseph Marini's Wellington Management Experience April 2005 - September 2005
Job Contract UI Software Engineer at MIT Lincoln Laboratory
Industry Computer Software
Experience
MIT Lincoln Laboratory July 2010 - Present
Mass General Hospital April 2010 - July 2010
InfoMedics October 2009 - February 2010
Sovereign Bank October 2008 - May 2009
Brown Brothers Harriman June 2008 - September 2008
Telcordia Technologies September 2005 - June 2008
Wellington Management April 2005 - September 2005
CIENA CORPORATION - WAVE SMITHI NETWORKS EMS Acton, MA. November 2002 - March 2005
DIGITAL NETWORKS - Digital Network Product Group Nashua, NH 2001 - 2002
LUCENT TECHNOLOGIES, North Andover, MA 2000 - 2001
Skills
Java, Java Enterprise Edition, JSP, Ant, Eclipse, Subversion, JavaScript, AJAX, Object Oriented Design, CVS, Software Engineering, Swing, OOP, Web Applications, JSF, XSLT
Education
Boston University
B.S., Computer Science
Rivier College
Masters, Computer Science
MIT Lincoln Laboratory July 2010 - Present
Mass General Hospital April 2010 - July 2010
InfoMedics October 2009 - February 2010
Sovereign Bank October 2008 - May 2009
Brown Brothers Harriman June 2008 - September 2008
Telcordia Technologies September 2005 - June 2008
Wellington Management April 2005 - September 2005
CIENA CORPORATION - WAVE SMITHI NETWORKS EMS Acton, MA. November 2002 - March 2005
DIGITAL NETWORKS - Digital Network Product Group Nashua, NH 2001 - 2002
LUCENT TECHNOLOGIES, North Andover, MA 2000 - 2001
Skills
Java, Java Enterprise Edition, JSP, Ant, Eclipse, Subversion, JavaScript, AJAX, Object Oriented Design, CVS, Software Engineering, Swing, OOP, Web Applications, JSF, XSLT
Education
Boston University
B.S., Computer Science
Rivier College
Masters, Computer Science
Dave Harden's Wellington Management Experience 2000 - 2004
Job President, Senior Portfolio Manager
Industry Financial Services
Experience
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Summit Global Investments 2010 - Present
Ensign Peak Advisors, Inc 2006 - 2012
Evergreen Investments 2004 - 2006
Wellington Management 2000 - 2004
Fidelity Investments January 1993 - January 2000
Skills
Portfolio Management, Equities, Investments, Investment Management, Management, Portfolio Optimization, Strategy, Financial Risk, Trading, Finance, Market Research, Analysis, Asset Management, Fixed Income
Education
Boston College
BA, Business
Boston University
MSCS, Computer Science
Laura Chabot's Wellington Management Experience March 2004 - August 2007
Job Senior Institutional Sales Associate at MFS Institutional Advisors
Industry Financial Services
Experience
MFS Institutional Advisors August 2007 - Present
Wellington Management March 2004 - August 2007
The Boston Company Asset Management September 2000 - March 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
BA, English, Political Science
MFS Institutional Advisors August 2007 - Present
Wellington Management March 2004 - August 2007
The Boston Company Asset Management September 2000 - March 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA
Boston College 1996 — 2000
BA, English, Political Science
Tracy (Morse) Soehle's Wellington Management Experience September 2003 - December 2006
Job Vice President and Counsel at Affiliated Managers Group
Industry Investment Management
Experience
Affiliated Managers Group December 2012 - Present
Affiliated Managers Group October 2007 - Present
State Street Global Advisors January 2007 - October 2007
Wellington Management September 2003 - December 2006
Dechert LLP October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos 1996 - 1997
Scudder, Stevens & Clark 1989 - 1993
State Street Bank 1988 - 1989
Homeowners Federal Savings and Loan September 1986 - August 1988
Weathervane June 1983 - May 1986
Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence
Education
Tulane University Law School 1993 — 1996
JD
Boston College 1984 — 1988
Finance and Marketing
Bangor High School 1980 — 1984
Affiliated Managers Group December 2012 - Present
Affiliated Managers Group October 2007 - Present
State Street Global Advisors January 2007 - October 2007
Wellington Management September 2003 - December 2006
Dechert LLP October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos 1996 - 1997
Scudder, Stevens & Clark 1989 - 1993
State Street Bank 1988 - 1989
Homeowners Federal Savings and Loan September 1986 - August 1988
Weathervane June 1983 - May 1986
Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence
Education
Tulane University Law School 1993 — 1996
JD
Boston College 1984 — 1988
Finance and Marketing
Bangor High School 1980 — 1984
Lisa Moss's Wellington Management Experience February 2011 - November 2011
Job Senior Consultant at Breault & Smith LLC
Industry Human Resources
Experience
Breault & Smith LLC November 2013 - Present
Biogen Idec January 2012 - June 2012
Wellington Management February 2011 - November 2011
LJM Associates, Inc. June 2006 - January 2011
Citadel Investment Group August 2004 - December 2005
Alliance Capital February 2004 - July 2004
GOLDMAN, SACHS & CO September 1993 - June 2002
THE FAXON COMPANY December 1988 - May 1993
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management
Education
Boston University
Degree: M.S.W, Planning and Community Organization
Ithaca College
B.A., Psychology
Breault & Smith LLC November 2013 - Present
Biogen Idec January 2012 - June 2012
Wellington Management February 2011 - November 2011
LJM Associates, Inc. June 2006 - January 2011
Citadel Investment Group August 2004 - December 2005
Alliance Capital February 2004 - July 2004
GOLDMAN, SACHS & CO September 1993 - June 2002
THE FAXON COMPANY December 1988 - May 1993
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management
Education
Boston University
Degree: M.S.W, Planning and Community Organization
Ithaca College
B.A., Psychology
Paul Croteau's Wellington Management Experience May 2013 - October 2014
Job Business Risk and Compliance Alternative Investment Solutions
Industry Financial Services
Experience
State Street October 2014 - Present
Wellington Management May 2013 - October 2014
Wellington Management March 2012 - May 2013
Wellington Management January 2011 - March 2012
Wellington Management July 2009 - January 2011
Wellington Management February 2007 - July 2009
PNC February 2005 - February 2007
PNC November 2002 - February 2005
PNC February 2001 - November 2002
Skills
Hedge Funds, Equities, Mutual Funds, Derivatives, Alternative Investments, Fixed Income, Investment Company Act, Market Data, Capital Markets, SharePoint, Microsoft Office, Sentinel, Tableau, Business Intelligence, Team Management, Project Management, Expatriate Management, Globalization, Trading Systems, Risk Management, UCITS, ERISA, Anti-corruption, Vendor Management, Contract Management, Privacy Compliance, Compliance Oversight, Blue Sky, Financial Regulation
Education
Boston College 2011 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 1995 — 2000
Bachelor's Degree
The London School of Economics and Political Science (LSE)
Hansard Scholars Programme
State Street October 2014 - Present
Wellington Management May 2013 - October 2014
Wellington Management March 2012 - May 2013
Wellington Management January 2011 - March 2012
Wellington Management July 2009 - January 2011
Wellington Management February 2007 - July 2009
PNC February 2005 - February 2007
PNC November 2002 - February 2005
PNC February 2001 - November 2002
Skills
Hedge Funds, Equities, Mutual Funds, Derivatives, Alternative Investments, Fixed Income, Investment Company Act, Market Data, Capital Markets, SharePoint, Microsoft Office, Sentinel, Tableau, Business Intelligence, Team Management, Project Management, Expatriate Management, Globalization, Trading Systems, Risk Management, UCITS, ERISA, Anti-corruption, Vendor Management, Contract Management, Privacy Compliance, Compliance Oversight, Blue Sky, Financial Regulation
Education
Boston College 2011 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 1995 — 2000
Bachelor's Degree
The London School of Economics and Political Science (LSE)
Hansard Scholars Programme
Judy Fitzgerald's Wellington Management Experience May 2011 - February 2014
Job SVP, Senior Relationship Manager at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments February 2014 - Present
Wellington Management May 2011 - February 2014
Wellington Management Company December 2003 - May 2011
Wellington Management October 1995 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF
University of New Hampshire 1990 — 1994
Bachelor of Science (BS)
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS)
Standard Life Investments February 2014 - Present
Wellington Management May 2011 - February 2014
Wellington Management Company December 2003 - May 2011
Wellington Management October 1995 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MSF
University of New Hampshire 1990 — 1994
Bachelor of Science (BS)
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS)
Joe McDonagh, CFA's Wellington Management Experience 1995 - 2002
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Eagle Investment Systems August 2002 - September 2012
Wellington Management 1995 - 2002
State Street Analytics 1993 - 1995
State Street 1993 - 1995
Skills
Equities, Fixed Income, Market Data, Mutual Funds, Trading Systems, Securities, Corporate Actions, Risk Management, Business Analysis, Derivatives, Strategy, Portfolio Management, Bloomberg, Alternative Investments, Hedge Funds, Financial Services, Investments, SDLC, Asset Managment, Financial Markets, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
Boston Latin School 1971 — 1977
BNY Mellon October 2012 - Present
Eagle Investment Systems August 2002 - September 2012
Wellington Management 1995 - 2002
State Street Analytics 1993 - 1995
State Street 1993 - 1995
Skills
Equities, Fixed Income, Market Data, Mutual Funds, Trading Systems, Securities, Corporate Actions, Risk Management, Business Analysis, Derivatives, Strategy, Portfolio Management, Bloomberg, Alternative Investments, Hedge Funds, Financial Services, Investments, SDLC, Asset Managment, Financial Markets, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Finance
University of Massachusetts, Amherst 1977 — 1981
Boston Latin School 1971 — 1977
Frank Gioia, JD, MBA's Wellington Management Experience August 2007 - May 2010
Job Compliance Product Manager at Charles River Development
Industry Investment Management
Experience
Charles River Development December 2013 - Present
Charles River Development March 2013 - December 2013
Charles River Development March 2011 - March 2013
Charles River Development March 2010 - March 2011
Wellington Management August 2007 - May 2010
Online Business Systems April 2006 - August 2007
Verizon June 1999 - April 2006
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Trading, Business Analysis, Asset Management, Financial Markets, Order Management, FX Options, Market Data, Bloomberg, Capital Markets, Options, Software Project..., Requirements Analysis, Equity Trading, Equity Derivatives, Portfolio Management, SDLC, Software Implementation, Investments, Electronic Trading, Mutual Funds, Reference Data, Swaps, Financial Risk, Asset Managment, Legal Compliance, Trade Compliance, Regulatory Compliance, Compliance Management, Risk Management, Credit Risk, Market Risk, Risk Assessment, Charles River IMS, Latent Zero, Bloomberg Terminal, Bloomberg Data License, Foreign Disclosure, Data Analysis, Product Development, Product Management, Product Design, Staff Management, Compliance Oversight
Education
New England Law Boston 2004 — 2008
Doctor of Law (J.D.), Business & Tax Law, GPA: 3.25 Cum Laude
Suffolk University - Sawyer Business School 2003 — 2006
Master of Business Administration (MBA), GPA: 3.72 Magna Cum Laude
Boston University 2000 — 2002
MS, Electronic Commerce, GPA: 3.65 Magna Cum Laude
Southern New Hampshire University 1995 — 1999
BS, Computer Information Systems, GPA: 3.41 Cum Laude
Charles River Development December 2013 - Present
Charles River Development March 2013 - December 2013
Charles River Development March 2011 - March 2013
Charles River Development March 2010 - March 2011
Wellington Management August 2007 - May 2010
Online Business Systems April 2006 - August 2007
Verizon June 1999 - April 2006
Skills
Trading Systems, Fixed Income, Equities, Derivatives, Trading, Business Analysis, Asset Management, Financial Markets, Order Management, FX Options, Market Data, Bloomberg, Capital Markets, Options, Software Project..., Requirements Analysis, Equity Trading, Equity Derivatives, Portfolio Management, SDLC, Software Implementation, Investments, Electronic Trading, Mutual Funds, Reference Data, Swaps, Financial Risk, Asset Managment, Legal Compliance, Trade Compliance, Regulatory Compliance, Compliance Management, Risk Management, Credit Risk, Market Risk, Risk Assessment, Charles River IMS, Latent Zero, Bloomberg Terminal, Bloomberg Data License, Foreign Disclosure, Data Analysis, Product Development, Product Management, Product Design, Staff Management, Compliance Oversight
Education
New England Law Boston 2004 — 2008
Doctor of Law (J.D.), Business & Tax Law, GPA: 3.25 Cum Laude
Suffolk University - Sawyer Business School 2003 — 2006
Master of Business Administration (MBA), GPA: 3.72 Magna Cum Laude
Boston University 2000 — 2002
MS, Electronic Commerce, GPA: 3.65 Magna Cum Laude
Southern New Hampshire University 1995 — 1999
BS, Computer Information Systems, GPA: 3.41 Cum Laude
Kami Power's Wellington Management Experience October 2003 - September 2007
Job Project Specialist at Boston University Medical Campus
Industry Higher Education
Experience
Boston University Medical Campus October 2009 - Present
Boston University Medical Campus September 2007 - November 2009
Wellington Management October 2003 - September 2007
Education
Boston University 2007 — 2009
MPH - Expected September 2009, International Health - Finance and Management
Oklahoma State University 1999 — 2003
B.S., Journalism - Public Relations
Boston University Medical Campus October 2009 - Present
Boston University Medical Campus September 2007 - November 2009
Wellington Management October 2003 - September 2007
Education
Boston University 2007 — 2009
MPH - Expected September 2009, International Health - Finance and Management
Oklahoma State University 1999 — 2003
B.S., Journalism - Public Relations
Thomas Fry's Wellington Management Experience 1999 - 1999
Job
Industry Philanthropy
Experience
Draper Richards Kaplan Foundation 2012 - Present
New Profit Inc. 2011 - 2012
Grassroot Soccer 2008 - 2010
White Mountains Capital 2002 - 2008
Mainspring 2000 - 2001
Wellington Management 1999 - 1999
Chubb Group of Insurance Companies 1993 - 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Boston College 1989 — 1993
BA, Philosophy, Economics
Draper Richards Kaplan Foundation 2012 - Present
New Profit Inc. 2011 - 2012
Grassroot Soccer 2008 - 2010
White Mountains Capital 2002 - 2008
Mainspring 2000 - 2001
Wellington Management 1999 - 1999
Chubb Group of Insurance Companies 1993 - 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Boston College 1989 — 1993
BA, Philosophy, Economics
Christopher Lundeen's Wellington Management Experience July 2007 - December 2008
Job Financial Accounting Analyst II at MFS Investment Management
Industry Accounting
Experience
MFS Investment Management July 2014 - June 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments June 2010 - June 2013
Carey & Company, P.C. 2009 - 2010
Wellington Management July 2007 - December 2008
Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Northeastern University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration
MFS Investment Management July 2014 - June 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments June 2010 - June 2013
Carey & Company, P.C. 2009 - 2010
Wellington Management July 2007 - December 2008
Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Northeastern University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration
Carlos Morales's Wellington Management Experience February 2007 - August 2013
Job Quantitative Investor
Industry Financial Services
Experience
GMO August 2013 - Present
Wellington Management February 2007 - August 2013
State Street February 2005 - January 2007
State Street Global Advisors 2005 - 2007
Worcester Polytechnic Institute September 2002 - January 2005
Edison Mission Energy February 1999 - May 2002
Skills
Statistics, Risk Management, Quantitative Investing, Monte Carlo Simulation, Matlab, Financial Risk, Credit Derivatives
Education
Boston University 1997 — 2002
Ph.D., Mathematics
University of Houston 1987 — 1995
BA, math, philosophy
GMO August 2013 - Present
Wellington Management February 2007 - August 2013
State Street February 2005 - January 2007
State Street Global Advisors 2005 - 2007
Worcester Polytechnic Institute September 2002 - January 2005
Edison Mission Energy February 1999 - May 2002
Skills
Statistics, Risk Management, Quantitative Investing, Monte Carlo Simulation, Matlab, Financial Risk, Credit Derivatives
Education
Boston University 1997 — 2002
Ph.D., Mathematics
University of Houston 1987 — 1995
BA, math, philosophy
Laura R. Van Zandt's Wellington Management Experience May 2004 - August 2004
Job Executive Director at REACH Beyond Domestic Violence
Industry Nonprofit Organization Management
Experience
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
Ken Hartford's Wellington Management Experience June 2008 - Present
Job Manager Financial Administration Wellington Management Company, LLC
Industry Financial Services
Experience
Wellington Management June 2008 - Present
State Street Corporation January 2003 - May 2008
State Street Corporation January 2001 - January 2003
State Street Corporation January 1996 - January 2001
Education
Boston University 2001 — 2006
Masters in Administrative Studies, Concentration in Financial Economics
Massachusetts College of Liberal Arts
Bachelor of Science, Business Administration; Marketing & Management
Wellington Management June 2008 - Present
State Street Corporation January 2003 - May 2008
State Street Corporation January 2001 - January 2003
State Street Corporation January 1996 - January 2001
Education
Boston University 2001 — 2006
Masters in Administrative Studies, Concentration in Financial Economics
Massachusetts College of Liberal Arts
Bachelor of Science, Business Administration; Marketing & Management
Ian Baker's Wellington Management Experience 2000 - 2007
Job Head of Fundamental and Quantitative Research at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Pyramis Global Advisors 2015 - Present
Pyramis Global Advisors 2013 - 2014
Pyramis Global Advisors 2007 - 2012
Wellington Management 2000 - 2007
Schooner Asset Management 1999 - 2000
Scudder Investments 1988 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
University of Wisconsin-Madison 1982 — 1986
BA, Finance and Marketing
HBS: Investment Management Workshop
Ravi Shastri's Wellington Management Experience April 2011 - Present
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2011 - Present
Wellington Management March 2010 - March 2011
Kamakshi Consulting March 2008 - March 2010
2100 Capital Group 2004 - 2008
Putnam Investments 2000 - 2004
Essential.com 1999 - 2000
Harvard Management Co 1994 - 1998
Fidelity Investments 1994 - 1996
Skills
Leadership, Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Asset Allocation, Trading Systems, Derivatives, Investment Management, Investments, Mutual Funds, Capital Markets, Market Data, SDLC, Electronic Trading, Trading, Financial Services, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2003
MS, Finance
University of Massachusetts Boston 1987 — 1989
Master of Science (M.S.), Computer Science
Wellington Management April 2011 - Present
Wellington Management March 2010 - March 2011
Kamakshi Consulting March 2008 - March 2010
2100 Capital Group 2004 - 2008
Putnam Investments 2000 - 2004
Essential.com 1999 - 2000
Harvard Management Co 1994 - 1998
Fidelity Investments 1994 - 1996
Skills
Leadership, Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Asset Allocation, Trading Systems, Derivatives, Investment Management, Investments, Mutual Funds, Capital Markets, Market Data, SDLC, Electronic Trading, Trading, Financial Services, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2003
MS, Finance
University of Massachusetts Boston 1987 — 1989
Master of Science (M.S.), Computer Science
Gil Ramírez's Wellington Management Experience June 1996 - March 2000
Job Project Manager, SAP BI at Ingredion
Industry Food Production
Experience
Ingredion Incorporated. April 2006 - Present
Kellogg Company 2002 - 2006
Wellington Management June 1996 - March 2000
Cognos 1993 - 1995
OPI de Mexico 1990 - 1995
Skills
Project Implementation, SAP BW, SAP, SAP BI, SAP Implementation, ERP, SAP ERP, SD, Production Planning, Materials Management, ABAP, Supply Chain, Cross-functional Team..., Business Intelligence, Business Objects, SAP MM, SAP Netweaver, Business Process, SAP SD
Education
Instituto Politécnico Nacional 1989 — 1991
Master’s Degree, Business Administration and Management, Finance, MBA
Boston University 2000 — 2001
Web Applications Diploma, IT
Instituto Politécnico Nacional 1984 — 1988
Bachelors, Information Science and Administration
Ingredion Incorporated. April 2006 - Present
Kellogg Company 2002 - 2006
Wellington Management June 1996 - March 2000
Cognos 1993 - 1995
OPI de Mexico 1990 - 1995
Skills
Project Implementation, SAP BW, SAP, SAP BI, SAP Implementation, ERP, SAP ERP, SD, Production Planning, Materials Management, ABAP, Supply Chain, Cross-functional Team..., Business Intelligence, Business Objects, SAP MM, SAP Netweaver, Business Process, SAP SD
Education
Instituto Politécnico Nacional 1989 — 1991
Master’s Degree, Business Administration and Management, Finance, MBA
Boston University 2000 — 2001
Web Applications Diploma, IT
Instituto Politécnico Nacional 1984 — 1988
Bachelors, Information Science and Administration
Bill Safarik's Wellington Management Experience December 2002 - Present
Job Director Financial Analysis at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2002 - Present
Lehman Brothers September 2000 - July 2002
PricewaterhouseCoopers July 1998 - September 2000
Skills
Variance Analysis, Financial Analysis, Asset Management, Financial Modeling, Corporate Finance, Forecasting, Expenses, Valuation, Accounting, Access, Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, MSF, Finance, General
Trinity College-Hartford 1994 — 1995
BA, Economics, Mathematical Models and Data
Chaminade High School 1990 — 1994
Wellington Management December 2002 - Present
Lehman Brothers September 2000 - July 2002
PricewaterhouseCoopers July 1998 - September 2000
Skills
Variance Analysis, Financial Analysis, Asset Management, Financial Modeling, Corporate Finance, Forecasting, Expenses, Valuation, Accounting, Access, Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, MSF, Finance, General
Trinity College-Hartford 1994 — 1995
BA, Economics, Mathematical Models and Data
Chaminade High School 1990 — 1994
Ron Corpuz's Wellington Management Experience January 2004 - June 2004
Job Data Sciences Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance October 2012 - April 2013
Liberty Mutual Insurance July 2009 - October 2012
Liberty Mutual Insurance March 2007 - July 2009
Deloitte January 2006 - February 2007
Wellington Management January 2004 - June 2004
Skills
Business Intelligence, Data Analysis, Analytics, Business Analysis, Data Warehousing, SQL, ETL, Requirements Gathering, Data Visualization, SAS, Microstrategy, Data Mining, SDLC, Teradata, Visio, Requirements Analysis, Information Management, Data Integration, Tableau, R, Regression Analysis, Python, Project Management, Team Management, Line Management, Talent Developer
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master's Degree, Business Analytics
Boston University 2011 — 2012
Graduate Certificate - Computer Information Systems, Business Intelligence and Database Management
D'Amore-McKim School of Business at Northeastern University 2001 — 2006
Bachelor of Science - Business Administration (B.B.A.), Management Information Systems, Finance, Economics
International School of Geneva - LGB 1997 — 2001
High School Diploma International Baccalaureate Certificates
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance October 2012 - April 2013
Liberty Mutual Insurance July 2009 - October 2012
Liberty Mutual Insurance March 2007 - July 2009
Deloitte January 2006 - February 2007
Wellington Management January 2004 - June 2004
Skills
Business Intelligence, Data Analysis, Analytics, Business Analysis, Data Warehousing, SQL, ETL, Requirements Gathering, Data Visualization, SAS, Microstrategy, Data Mining, SDLC, Teradata, Visio, Requirements Analysis, Information Management, Data Integration, Tableau, R, Regression Analysis, Python, Project Management, Team Management, Line Management, Talent Developer
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master's Degree, Business Analytics
Boston University 2011 — 2012
Graduate Certificate - Computer Information Systems, Business Intelligence and Database Management
D'Amore-McKim School of Business at Northeastern University 2001 — 2006
Bachelor of Science - Business Administration (B.B.A.), Management Information Systems, Finance, Economics
International School of Geneva - LGB 1997 — 2001
High School Diploma International Baccalaureate Certificates
Laura Meegan MacDonald's Wellington Management Experience November 2004 - May 2009
Job VP, Senior Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2009 - Present
Wellington Management November 2004 - May 2009
Goldman, Sachs & Co. 1995 - 2002
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Series 7, Mutual Funds, Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management, Series 63, Investment Strategies, Institutional Investors, Relationship Management, Capital Markets, Securities, Financial Modeling, Valuation, Asset Management
Education
Harvard College 1989 — 1993
AB
Boston Latin School 1983 — 1989
Eaton Vance June 2009 - Present
Wellington Management November 2004 - May 2009
Goldman, Sachs & Co. 1995 - 2002
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Series 7, Mutual Funds, Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management, Series 63, Investment Strategies, Institutional Investors, Relationship Management, Capital Markets, Securities, Financial Modeling, Valuation, Asset Management
Education
Harvard College 1989 — 1993
AB
Boston Latin School 1983 — 1989
Samantha Carleton's Wellington Management Experience June 1996 - December 1999
Job Senior Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Columbia Management November 2006 - Present
TIAA-CREF May 2005 - November 2006
State Street Global Advisors May 2001 - November 2004
Mercer Investment Consulting January 2000 - May 2001
Wellington Management June 1996 - December 1999
Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
mba, Finance, General
Erasmus Universiteit Rotterdam 1991 — 1992
mba, General Studies
University of Vermont 1986 — 1990
BA Economics, Economics
Hanover high
Youner Lim's Wellington Management Experience October 2014 - Present
Job Financial Systems Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2014 - Present
State Street August 2011 - April 2014
State Street September 2007 - August 2011
Skills
Fixed Income, Strategy, Investments, Equities, Strategic Planning, Analytics, Investment Strategies, Fund Accounting, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds
Education
Boston University 2003 — 2007
BA, Economics
Wellington Management October 2014 - Present
State Street August 2011 - April 2014
State Street September 2007 - August 2011
Skills
Fixed Income, Strategy, Investments, Equities, Strategic Planning, Analytics, Investment Strategies, Fund Accounting, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds
Education
Boston University 2003 — 2007
BA, Economics
Thomas Peattie's Wellington Management Experience May 2012 - Present
Job Trust Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2012 - Present
State Street March 2011 - April 2012
State Street May 2007 - February 2011
Investors Bank & Trust August 2001 - July 2007
Education
Boston College 2007 — 2009
MBA
Stonehill College 1997 — 2001
BS, Finance
Wellington Management May 2012 - Present
State Street March 2011 - April 2012
State Street May 2007 - February 2011
Investors Bank & Trust August 2001 - July 2007
Education
Boston College 2007 — 2009
MBA
Stonehill College 1997 — 2001
BS, Finance
Meg Neron's Wellington Management Experience November 2007 - December 2008
Job Market Data Sourcing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Fidelity Investments April 2011 - Present
Fidelity Investments April 2010 - May 2011
Fidelity Investments January 2009 - May 2010
Wellington Management November 2007 - December 2008
MFS Investment Management October 1996 - October 2007
Skills
Fixed Income, Vendor Management, Asset Managment, Market Data, Risk Management, Business Analysis, Equities, Bloomberg, Financial Services, Financial Markets, Derivatives, Relationship Management, Mutual Funds, Back Office
Education
Boston University
Education
Salve Regina University
Heather Whiles's Wellington Management Experience December 2005 - December 2008
Job CEO and CoFounder at Wigio LLC
Industry Financial Services
Experience
Gumroad December 2014 - Present
Wigio LLC July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JP Morgan Chase Paymentech April 2010 - June 2012
Rx Media Mail December 2008 - April 2010
Wellington Management December 2005 - December 2008
UBS Wealth Management 2002 - 2004
Targus International 2000 - 2001
Skills
Asset Management, Payments, Risk Management, Investments, Retail, Analytics, Marketing, Relationship Management, Portfolio Management, Equities, E-commerce Consulting, Global E-commerce, E-commerce Optimization, Payment Card Processing, Payment Gateways, Payment Cards, Payment Services, Mobile Payments, Electronic Payments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA/MSF, Finance
Boston University 1996 — 2000
BA, Philosophy
Gumroad December 2014 - Present
Wigio LLC July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JP Morgan Chase Paymentech April 2010 - June 2012
Rx Media Mail December 2008 - April 2010
Wellington Management December 2005 - December 2008
UBS Wealth Management 2002 - 2004
Targus International 2000 - 2001
Skills
Asset Management, Payments, Risk Management, Investments, Retail, Analytics, Marketing, Relationship Management, Portfolio Management, Equities, E-commerce Consulting, Global E-commerce, E-commerce Optimization, Payment Card Processing, Payment Gateways, Payment Cards, Payment Services, Mobile Payments, Electronic Payments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA/MSF, Finance
Boston University 1996 — 2000
BA, Philosophy
Prachi Shah, CFA's Wellington Management Experience July 2008 - July 2013
Job Global Industry Analyst at Wellington Management International Ltd
Industry Financial Services
Experience
Wellington Management International Ltd September 2015 - Present
Fidelity Worldwide Investment June 2014 - September 2014
Wellington Management July 2008 - July 2013
Wellington Management June 2002 - September 2002
Skills
Equity Research, Bloomberg, Chartered Financial..., Equities, Hedge Funds, Valuation, Equity Valuation, Financial Modeling, Investments, Investment Management, Fundamental Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics
Boston University 2004 — 2008
Bachelors of Science in Engineering, Biomedical Engineering
CFA Institute
Wellington Management International Ltd September 2015 - Present
Fidelity Worldwide Investment June 2014 - September 2014
Wellington Management July 2008 - July 2013
Wellington Management June 2002 - September 2002
Skills
Equity Research, Bloomberg, Chartered Financial..., Equities, Hedge Funds, Valuation, Equity Valuation, Financial Modeling, Investments, Investment Management, Fundamental Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics
Boston University 2004 — 2008
Bachelors of Science in Engineering, Biomedical Engineering
CFA Institute
Ellen Policow's Wellington Management Experience March 2007 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
Wellington Management March 2007 - December 2008
Wellington Management 1982 - 2008
Wellington Management June 1994 - March 2007
Wellington Management March 1986 - June 1994
Education
Boston University
BA, Economics
Wellington Management March 2007 - December 2008
Wellington Management 1982 - 2008
Wellington Management June 1994 - March 2007
Wellington Management March 1986 - June 1994
Education
Boston University
BA, Economics
Javier Kielmanowicz's Wellington Management Experience July 2009 - July 2012
Job Senior Engineer at Kargo
Industry Computer Software
Experience
Kargo December 2012 - Present
Wellington Management July 2009 - July 2012
Tufts University January 2008 - December 2008
Tarshop S.A. July 2008 - September 2008
Skills
JavaScript, AngularJS, Objective-C, iOS, Swift, Xcode, Git, C++, Java, MySQL, Databases, C#, HTML + CSS, WPF, PL/SQL
Education
Boston University 2010 — 2012
M.S.
Tufts University 2005 — 2009
BS
Kargo December 2012 - Present
Wellington Management July 2009 - July 2012
Tufts University January 2008 - December 2008
Tarshop S.A. July 2008 - September 2008
Skills
JavaScript, AngularJS, Objective-C, iOS, Swift, Xcode, Git, C++, Java, MySQL, Databases, C#, HTML + CSS, WPF, PL/SQL
Education
Boston University 2010 — 2012
M.S.
Tufts University 2005 — 2009
BS
Simela Giannakopoulos's Wellington Management Experience July 2013 - Present
Job Vice President, Project Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2013 - Present
Wellington Management March 2005 - Present
Skills
Management, Equities, Financial Analysis, Microsoft Excel, Investments, Risk Management, Asset Management, Financial Services, Capital Markets, Financial Modeling, Investment Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Emmanuel College 2000 — 2004
BA, Management
Wellington Management July 2013 - Present
Wellington Management March 2005 - Present
Skills
Management, Equities, Financial Analysis, Microsoft Excel, Investments, Risk Management, Asset Management, Financial Services, Capital Markets, Financial Modeling, Investment Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Emmanuel College 2000 — 2004
BA, Management
John Galanek, CTP's Wellington Management Experience August 2004 - October 2006
Job Chief Operating Officer at FX Transparency, LLC
Industry Investment Management
Experience
FX Transparency, LLC March 2009 - Present
Harvard Management Company October 2006 - February 2009
Wellington Management August 2004 - October 2006
Fleet Bank June 1999 - May 2004
Skills
Best Execution, FX Options, Trading, Derivatives, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Valuation, Options, Currency, Foreign Exchange, Asset Management, FX trading, Portfolio Management, Investments, Risk Management, Investment Management, Interest Rate..., Asset Allocation, Emerging Markets, Electronic Trading, Credit Derivatives, Hedging, Banking, Investment Banking, Financial Markets, Commodity, Mutual Funds, Bonds, Swaps, Market Risk, Financial Services, Structured Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Musicians Institute 1994 — 1994
Journeyman Guitarist, Rock and Jazz Improvisation
University of Colorado Boulder 1989 — 1993
BS, Architectural Engineering
FX Transparency, LLC March 2009 - Present
Harvard Management Company October 2006 - February 2009
Wellington Management August 2004 - October 2006
Fleet Bank June 1999 - May 2004
Skills
Best Execution, FX Options, Trading, Derivatives, Asset Managment, Capital Markets, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Valuation, Options, Currency, Foreign Exchange, Asset Management, FX trading, Portfolio Management, Investments, Risk Management, Investment Management, Interest Rate..., Asset Allocation, Emerging Markets, Electronic Trading, Credit Derivatives, Hedging, Banking, Investment Banking, Financial Markets, Commodity, Mutual Funds, Bonds, Swaps, Market Risk, Financial Services, Structured Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Musicians Institute 1994 — 1994
Journeyman Guitarist, Rock and Jazz Improvisation
University of Colorado Boulder 1989 — 1993
BS, Architectural Engineering
Joe Shabouk's Wellington Management Experience July 2009 - February 2013
Job Experienced Analyst with knowledge of Financial Services and Technology Industries
Industry Financial Services
Experience
The MathWorks February 2013 - Present
Wellington Management July 2009 - February 2013
Wellington Management 2000 - 2009
Boston College 1997 - 2001
Skills
Financial Analysis, Finance, Financial Modeling, Financial Services, Financial Reporting, Business Analysis, Corporate Finance, Microsoft Excel, Forecasting, Data Analysis, Investments, Business Process..., Monthly Close Process, Budget Process, Variance Analysis, Data Processing, SQL, Access, Software License...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance, Business Management
Boston College - Carroll School of Management 1997 — 2001
BS, Finance, MIS
Xavier High School 1994 — 1997
The MathWorks February 2013 - Present
Wellington Management July 2009 - February 2013
Wellington Management 2000 - 2009
Boston College 1997 - 2001
Skills
Financial Analysis, Finance, Financial Modeling, Financial Services, Financial Reporting, Business Analysis, Corporate Finance, Microsoft Excel, Forecasting, Data Analysis, Investments, Business Process..., Monthly Close Process, Budget Process, Variance Analysis, Data Processing, SQL, Access, Software License...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance, Business Management
Boston College - Carroll School of Management 1997 — 2001
BS, Finance, MIS
Xavier High School 1994 — 1997
Paul Coakley's Wellington Management Experience December 1994 - Present
Job Managing Director Wellington Management Company
Industry Financial Services
Experience
Wellington Management December 1994 - Present
Investor's Bank and Trust 1991 - 1994
State Street Bank (formerly Investors Bank and Trust) 1990 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, History
Roxbury Latin School 1979 — 1985
Wellington Management December 1994 - Present
Investor's Bank and Trust 1991 - 1994
State Street Bank (formerly Investors Bank and Trust) 1990 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, History
Roxbury Latin School 1979 — 1985
Lisa White Waldie's Wellington Management Experience 1987 - 2003
Job Regulatory Compliance Attorney
Industry Government Administration
Experience
Natixis Global Asset Management, L.P. January 2005 - June 2010
Wellington Management 1987 - 2003
Education
Suffolk University Law School 1994 — 1998
JD
Boston University 1988 — 1992
BS, Economics
Natixis Global Asset Management, L.P. January 2005 - June 2010
Wellington Management 1987 - 2003
Education
Suffolk University Law School 1994 — 1998
JD
Boston University 1988 — 1992
BS, Economics
Neil Medugno's Wellington Management Experience 1994 - Present
Job Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management 1994 - Present
Education
Boston College
Bachelor's degree, Accounting
Wellington Management 1994 - Present
Education
Boston College
Bachelor's degree, Accounting
Lee Mirbach's Wellington Management Experience March 2014 - Present
Job Relationship Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2014 - Present
Wellington Management February 2012 - March 2014
Brown Brothers Harriman March 2011 - January 2012
Brown Brothers Harriman January 2010 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Bloomberg, Reuters, Client Service, Investments, Asset Allocation, Financial Services, Portfolio Management, Due Diligence, Investment Strategies, Fixed Income, Financial Analysis, Equities, Hedge Funds, Client Services, Securities
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance
Boston University 2005 — 2005
Wayland High School 2001 — 2005
Wellington Management March 2014 - Present
Wellington Management February 2012 - March 2014
Brown Brothers Harriman March 2011 - January 2012
Brown Brothers Harriman January 2010 - March 2011
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Skills
Bloomberg, Reuters, Client Service, Investments, Asset Allocation, Financial Services, Portfolio Management, Due Diligence, Investment Strategies, Fixed Income, Financial Analysis, Equities, Hedge Funds, Client Services, Securities
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance
Boston University 2005 — 2005
Wayland High School 2001 — 2005
Valerie Bloom's Wellington Management Experience June 2012 - Present
Job CFA, CAIA, Assistant Vice President, Portfolio Specialist, Asset Allocation at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2012 - Present
Wellington Management October 2009 - June 2012
Pinnacle Capital Management Inc. June 2004 - October 2009
Pinnacle Capital Management Inc. June 2003 - June 2004
Skills
Fixed Income, Mutual Funds, Investment Management, Equities, Relationship Management, Portfolio Management, Alternative Investments, Asset Allocation, Chartered Financial..., Financial Modeling, Hedge Funds
Education
Boston University - School of Management 2008 — 2009
Master of Science, Investment Management
Boston University 1999 — 2003
Bachelor of Science, Journalism
Wellington Management June 2012 - Present
Wellington Management October 2009 - June 2012
Pinnacle Capital Management Inc. June 2004 - October 2009
Pinnacle Capital Management Inc. June 2003 - June 2004
Skills
Fixed Income, Mutual Funds, Investment Management, Equities, Relationship Management, Portfolio Management, Alternative Investments, Asset Allocation, Chartered Financial..., Financial Modeling, Hedge Funds
Education
Boston University - School of Management 2008 — 2009
Master of Science, Investment Management
Boston University 1999 — 2003
Bachelor of Science, Journalism
John Schindler's Wellington Management Experience October 1999 - Present
Job Director Infrastructure Services at Wellington Management
Industry Investment Management
Experience
Wellington Management October 1999 - Present
Education
Boston University 1995 — 1999
Master of Science (MS), Computer Software Engineering
Northeastern University 1981 — 1986
Bachelor's degree, Electrical and Electronics Engineering
Wellington Management October 1999 - Present
Education
Boston University 1995 — 1999
Master of Science (MS), Computer Software Engineering
Northeastern University 1981 — 1986
Bachelor's degree, Electrical and Electronics Engineering
Barbara Cole Singer's Wellington Management Experience 2008 - 2015
Job Retired administrative and retail executive
Industry Staffing and Recruiting
Experience
Wellington Management 2008 - 2015
Office Environments of New England (now Red Thread) 1998 - 2004
Coach Leatherware 1991 - 1997
Conran's Habitat 1990 - 1991
Crate and Barrel 1978 - 1982
Skills
Management, Customer Service, Marketing, Sales Management, Sales, New Business Development, Team Building, Strategic Planning, Event Planning, Leadership
Education
Boston University
B.S./M.S., Mass Communication/Corporate Public Relations
Wellington Management 2008 - 2015
Office Environments of New England (now Red Thread) 1998 - 2004
Coach Leatherware 1991 - 1997
Conran's Habitat 1990 - 1991
Crate and Barrel 1978 - 1982
Skills
Management, Customer Service, Marketing, Sales Management, Sales, New Business Development, Team Building, Strategic Planning, Event Planning, Leadership
Education
Boston University
B.S./M.S., Mass Communication/Corporate Public Relations
Patty Fisher's Wellington Management Experience February 2005 - December 2005
Job Managing Director, Head of AST Eagle Application Development at BNY Mellon
Industry Computer Software
Experience
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
Marc Piccuirro, CFA's Wellington Management Experience TraderInvestors Bank & Trust2001 - 2007
Job Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management TraderInvestors Bank & Trust2001 - 2007
Education
Boston University
Wellington Management TraderInvestors Bank & Trust2001 - 2007
Education
Boston University
Marc Randazzo's Wellington Management Experience May 2001 - Present
Job Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2001 - Present
Investors Bank & Trust 1997 - 2001
Skills
Equities, Investments, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BA, Economics, English
Wellington Management May 2001 - Present
Investors Bank & Trust 1997 - 2001
Skills
Equities, Investments, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BA, Economics, English
Eileen M. Rooney's Wellington Management Experience October 2013 - Present
Job Wellington Management Company, LLP Administrative Manager
Industry Financial Services
Experience
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
Wellington Management October 2013 - Present
US Trust December 2012 - October 2013
US Trust August 2010 - December 2012
US Trust September 2009 - August 2010
Bank of America June 2005 - September 2009
Fleet Bank June 2003 - June 2005
Skills
Credit, Wealth Management, Financial Services, Banking, Leadership, Risk Management, Loans, Portfolio Management, Relationship Management, Management, Finance, Investments
Education
University of Massachusetts Boston 2000 — 2003
BA, Theatre Arts Management
Boston Latin School 1991 — 1997
High School, Classical Education
Lisa Benoit's Wellington Management Experience 1996 - 1997
Job Professional Support Engineer at Intellichief, LLC
Industry Information Technology and Services
Experience
Intellichief LLC March 2011 - Present
Foxborough Universalist Church 2002 - 2012
State Street Corporation June 1997 - December 2000
Wellington Management 1996 - 1997
MFS Investment Management 1989 - 1996
Education
Boston University 1982 — 1986
BS, Biomedical Engineering
Intellichief LLC March 2011 - Present
Foxborough Universalist Church 2002 - 2012
State Street Corporation June 1997 - December 2000
Wellington Management 1996 - 1997
MFS Investment Management 1989 - 1996
Education
Boston University 1982 — 1986
BS, Biomedical Engineering
Tara Gormel's Wellington Management Experience January 2007 - August 2010
Job Assistant Corporate Counsel at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2013 - Present
Manulife Asset Management (US) LLC August 2010 - June 2013
Wellington Management January 2007 - August 2010
Education
Suffolk University Law School 2007 — 2010
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management
Franklin Templeton Investments July 2013 - Present
Manulife Asset Management (US) LLC August 2010 - June 2013
Wellington Management January 2007 - August 2010
Education
Suffolk University Law School 2007 — 2010
JD, Law
Boston College - Wallace E. Carroll Graduate School of Management
Ana Yurrita's Wellington Management Experience June 2015 - Present
Job Hedge Fund Management at Wellington Management Company
Industry Investment Management
Experience
Wellington Management June 2015 - Present
Wellington Management July 2013 - June 2015
Graves and Doyle, Attorneys at Law February 2007 - August 2013
Cutler & Associates July 2005 - February 2007
El Taino Restaurant July 2000 - December 2005
Walt Disney World College Program August 2002 - January 2003
Skills
Naturalization, Microsoft Office, Microsoft Excel, Petitions, Community Outreach, Research, Public Speaking, Litigation Support, PACER, Immigration Law, Westlaw, Lexis, Courts, Legal Research, Legal Writing, Legal Assistance, Immigration Issues, Wordperfect, Administrative..., Bookkeeping, Customer Service, Events, Government, Invoicing, Leadership, Microsoft Word, Office Management, Organization, PowerPoint, Problem Solving, QuickBooks, Writing, Windows, Legislative Relations, Appeals, Administrative...
Education
Northeastern University 2001 — 2006
Bachelor's, Criminal Justice
Boston Latin School 1995 — 2001
Wellington Management June 2015 - Present
Wellington Management July 2013 - June 2015
Graves and Doyle, Attorneys at Law February 2007 - August 2013
Cutler & Associates July 2005 - February 2007
El Taino Restaurant July 2000 - December 2005
Walt Disney World College Program August 2002 - January 2003
Skills
Naturalization, Microsoft Office, Microsoft Excel, Petitions, Community Outreach, Research, Public Speaking, Litigation Support, PACER, Immigration Law, Westlaw, Lexis, Courts, Legal Research, Legal Writing, Legal Assistance, Immigration Issues, Wordperfect, Administrative..., Bookkeeping, Customer Service, Events, Government, Invoicing, Leadership, Microsoft Word, Office Management, Organization, PowerPoint, Problem Solving, QuickBooks, Writing, Windows, Legislative Relations, Appeals, Administrative...
Education
Northeastern University 2001 — 2006
Bachelor's, Criminal Justice
Boston Latin School 1995 — 2001
Kimberly Shea Fernandes's Wellington Management Experience January 1997 - June 1999
Job Manager, Training Services at Colonial Pipeline Company
Industry Oil & Energy
Experience
Colonial Pipeline Company July 2014 - Present
Colonial Pipeline March 2013 - July 2014
Colonial Pipeline Company October 2009 - March 2013
Colonial Pipeline March 2009 - October 2009
Georgia-Pacific LLC June 2008 - January 2009
Legacy Paddlesports July 2004 - June 2008
Loomis Sayles June 1999 - January 2001
Wellington Management January 1997 - June 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
Regis College 1988 — 1992
Bachelor of Arts (B.A.)
Colonial Pipeline Company July 2014 - Present
Colonial Pipeline March 2013 - July 2014
Colonial Pipeline Company October 2009 - March 2013
Colonial Pipeline March 2009 - October 2009
Georgia-Pacific LLC June 2008 - January 2009
Legacy Paddlesports July 2004 - June 2008
Loomis Sayles June 1999 - January 2001
Wellington Management January 1997 - June 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA
Regis College 1988 — 1992
Bachelor of Arts (B.A.)
Bill Kelsey's Wellington Management Experience September 1998 - September 2001
Job Managing Director, Business Development at CF Partners
Industry Financial Services
Experience
CF Partners (UK) LLP September 2015 - Present
Henderson Global Investors November 2010 - June 2015
Cardano April 2008 - November 2010
Integrated Alternative Investments February 2007 - March 2008
Morgan Stanley May 2005 - February 2007
MIT September 2001 - April 2005
Wellington Management September 1998 - September 2001
Skills
Hedge Funds, Alternative Investments, Institutional..., Portfolio Management, Investment Strategies, Business Development, Due Diligence, Funding, Investments, Asset Management, Pensions, Investment Management, Start-ups, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Williams College 1994 — 1998
BA, History
CF Partners (UK) LLP September 2015 - Present
Henderson Global Investors November 2010 - June 2015
Cardano April 2008 - November 2010
Integrated Alternative Investments February 2007 - March 2008
Morgan Stanley May 2005 - February 2007
MIT September 2001 - April 2005
Wellington Management September 1998 - September 2001
Skills
Hedge Funds, Alternative Investments, Institutional..., Portfolio Management, Investment Strategies, Business Development, Due Diligence, Funding, Investments, Asset Management, Pensions, Investment Management, Start-ups, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Williams College 1994 — 1998
BA, History
Matt Fallon's Wellington Management Experience 2001 - 2009
Job Analyst at Timewave Capital
Industry Investment Management
Experience
Timewave Capital March 2015 - Present
Talon Capital 2010 - March 2015
Wellington Management 2001 - 2009
Education
Boston College - Carroll School of Management 2000 — 2002
MS, Finance
Fairfield University 1994 — 1997
BS, Finance
Timewave Capital March 2015 - Present
Talon Capital 2010 - March 2015
Wellington Management 2001 - 2009
Education
Boston College - Carroll School of Management 2000 — 2002
MS, Finance
Fairfield University 1994 — 1997
BS, Finance
Lisa (Waldie) White's Wellington Management Experience January 1987 - February 2003
Job Attorney Adviser, Department of the Army
Industry Legal Services
Experience
US Army Aviation and Missile Command February 2011 - Present
Natixis Global Asset Management January 2005 - June 2010
Wellington Management January 1987 - February 2003
Skills
Legal Research, Government Contracts Law, Regulatory Compliance, Negotiation, Management, Training
Education
Suffolk University Law School 1994 — 1998
Doctor of Law (JD)
Boston University 1988 — 1992
BS, Economics
US Army Aviation and Missile Command February 2011 - Present
Natixis Global Asset Management January 2005 - June 2010
Wellington Management January 1987 - February 2003
Skills
Legal Research, Government Contracts Law, Regulatory Compliance, Negotiation, Management, Training
Education
Suffolk University Law School 1994 — 1998
Doctor of Law (JD)
Boston University 1988 — 1992
BS, Economics
Jay Zhu's Wellington Management Experience 2014 - Present
Job Investment analyst
Industry Investment Banking
Experience
Wellington Management 2014 - Present
Charles River Development 2010 - 2014
Deutsche Bank 2009 - 2010
Skills
Product Management, Agile Project Management, Valuation, Trading Systems, Business Analysis, Derivatives, Options, Fixed Income, Trading, Equity Derivatives, FX Options, Credit Derivatives, SDLC, Bloomberg, Market Data, Equities, Financial Markets, Portfolio Management
Education
Boston University
Harvard University
Wellington Management 2014 - Present
Charles River Development 2010 - 2014
Deutsche Bank 2009 - 2010
Skills
Product Management, Agile Project Management, Valuation, Trading Systems, Business Analysis, Derivatives, Options, Fixed Income, Trading, Equity Derivatives, FX Options, Credit Derivatives, SDLC, Bloomberg, Market Data, Equities, Financial Markets, Portfolio Management
Education
Boston University
Harvard University
Carolyn Aeschliman's Wellington Management Experience 1998 - 2001
Job Former Marketing Professional
Industry Marketing and Advertising
Experience
CMAC Studios 2007 - 2012
Wellington Management 1998 - 2001
Fidelity Investments 1995 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Providence College
Bachelor of Arts (BA), American Studies
University of Massachusetts Boston
Master of Education (MEd), Elementary Education and Teaching
CMAC Studios 2007 - 2012
Wellington Management 1998 - 2001
Fidelity Investments 1995 - 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Providence College
Bachelor of Arts (BA), American Studies
University of Massachusetts Boston
Master of Education (MEd), Elementary Education and Teaching
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC