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
Christopher Tsai, CFA Christopher Tsai, CFA's Wellington Management Experience December 2014 - Present
Job at Wellington Management
Industry Investment Management
Experience
Wellington Management December 2014 - Present
The Blackstone Group February 2010 - November 2014
The Blackstone Group August 2008 - December 2009
Oppenheimer & Co. September 2007 - December 2007
FundQuest June 2007 - August 2007
Expeditors International June 2006 - August 2006
Skills
Bloomberg, Factset, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Data Analysis, Fixed Income, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Wellington Management December 2014 - Present
The Blackstone Group February 2010 - November 2014
The Blackstone Group August 2008 - December 2009
Oppenheimer & Co. September 2007 - December 2007
FundQuest June 2007 - August 2007
Expeditors International June 2006 - August 2006
Skills
Bloomberg, Factset, Microsoft Office, Hedge Funds, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Equity Research, Capital Markets, Data Analysis, Fixed Income, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Steven Cheshire, CFA Steven Cheshire, CFA's Wellington Management Experience September 1990 - January 1993
Job Equity Investment Consultant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
Marae Hartwell Marae Hartwell's Wellington Management Experience January 2014 - June 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Alert Logic January 2015 - June 2015
Northeastern University September 2013 - January 2015
Wellington Management January 2014 - June 2014
Students Today Leaders Forever June 2013 - August 2013
Cargill June 2013 - August 2013
The Blake School June 2012 - August 2012
The Lowry May 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teaching and Mentoring, Teamwork, Microsoft Access, Problem Solving, Data Analysis, Public Speaking, Facebook, Social Networking, Access, Event Planning, Customer Service, Research
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Economics and Mathematics, 3.69
The London School of Economics and Political Science (LSE) 2015 — 2015
The Blake School 2008 — 2012
3.6
Brown University 2011 — 2011
Summer@Brown - Segovia, Spain
Alert Logic January 2015 - June 2015
Northeastern University September 2013 - January 2015
Wellington Management January 2014 - June 2014
Students Today Leaders Forever June 2013 - August 2013
Cargill June 2013 - August 2013
The Blake School June 2012 - August 2012
The Lowry May 2012 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teaching and Mentoring, Teamwork, Microsoft Access, Problem Solving, Data Analysis, Public Speaking, Facebook, Social Networking, Access, Event Planning, Customer Service, Research
Education
Northeastern University 2012 — 2017
Bachelor of Science (B.S.), Economics and Mathematics, 3.69
The London School of Economics and Political Science (LSE) 2015 — 2015
The Blake School 2008 — 2012
3.6
Brown University 2011 — 2011
Summer@Brown - Segovia, Spain
Lynda Warren Lynda Warren's Wellington Management Experience March 2012 - November 2012
Job Manager IT, ITAM at Cimpress
Industry Information Technology and Services
Experience
Cimpress June 2015 - Present
PTC June 2013 - June 2015
PTC June 2013 - January 2014
Wellington Management March 2012 - November 2012
New Business June 2010 - January 2012
Gary Silva Design June 2009 - March 2010
Hasbro, Inc. May 1990 - 2006
Mariner News Papers 1980 - 1990
Skills
Project Management, IT Strategy, Graphic Design, Product Development, Vendor Management, Cross-functional Team..., Business Process..., Business Intelligence, Strategic Thinking, Goal Oriented, Team Leadership, Budgets, Business Process, Accountability, Collaborative Problem..., Due Diligence, Problem Management, SDLC, IT Management, ERP, Business Analysis, ITIL, IT Procurement, Software Asset..., Dedicated Professional, Desktop Administration, Self-starter, Positive Energy, Determination, People-oriented, Print Management, Logical Thinker, Timely Decision Making, Empower, Desktop Publishing, Problem Solving, Leadership, Strategic Planning, Management, Consulting, Strategy, Process Improvement
Education
International association of Information Technology Asset Managers 2014 — 2014
CITAM Certification, Organizational ITAM Program Improvement
Marshfield High 1975 — 1978
Diploma, General Business, Accounting
Bryant University
Cimpress June 2015 - Present
PTC June 2013 - June 2015
PTC June 2013 - January 2014
Wellington Management March 2012 - November 2012
New Business June 2010 - January 2012
Gary Silva Design June 2009 - March 2010
Hasbro, Inc. May 1990 - 2006
Mariner News Papers 1980 - 1990
Skills
Project Management, IT Strategy, Graphic Design, Product Development, Vendor Management, Cross-functional Team..., Business Process..., Business Intelligence, Strategic Thinking, Goal Oriented, Team Leadership, Budgets, Business Process, Accountability, Collaborative Problem..., Due Diligence, Problem Management, SDLC, IT Management, ERP, Business Analysis, ITIL, IT Procurement, Software Asset..., Dedicated Professional, Desktop Administration, Self-starter, Positive Energy, Determination, People-oriented, Print Management, Logical Thinker, Timely Decision Making, Empower, Desktop Publishing, Problem Solving, Leadership, Strategic Planning, Management, Consulting, Strategy, Process Improvement
Education
International association of Information Technology Asset Managers 2014 — 2014
CITAM Certification, Organizational ITAM Program Improvement
Marshfield High 1975 — 1978
Diploma, General Business, Accounting
Bryant University
Roseann Colot CFA's Wellington Management Experience 2005 - 2007
Job Senior Financial Executive / Treasurer
Industry Management Consulting
Experience
Skyworks Solutions, Inc. 2007 - 2013
Wellington Management 2005 - 2007
Arthur D. Little 2000 - 2005
Arthur D. Little 1997 - 2000
Arthur D. Little 1993 - 1997
Skills
Treasury, Cash Management, Investment Management, Banking Relationships, FX Hedging, Corporate Finance, Mergers & Acquisitions, Merger Integration, Captial Markets, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Internal Controls, Valuation
Education
Boston University - Graduate School of Management
MBA, Concentration in Finance
Boston University - School of Management
BSBA, Concentration in Finance
Skyworks Solutions, Inc. 2007 - 2013
Wellington Management 2005 - 2007
Arthur D. Little 2000 - 2005
Arthur D. Little 1997 - 2000
Arthur D. Little 1993 - 1997
Skills
Treasury, Cash Management, Investment Management, Banking Relationships, FX Hedging, Corporate Finance, Mergers & Acquisitions, Merger Integration, Captial Markets, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Internal Controls, Valuation
Education
Boston University - Graduate School of Management
MBA, Concentration in Finance
Boston University - School of Management
BSBA, Concentration in Finance
Anujeet Sareen Anujeet Sareen's Wellington Management Experience May 1994 - Present
Job Global Fixed Income, Managing Director
Industry Investment Management
Experience
Wellington Management May 1994 - Present
Chemical Bank/Natwest Bank, Consumer Markets June 1993 - February 1994
Skills
Currency Analysis, Cross Asset Analysis, Risk Management, Options, FX, Investments, Equities, Portfolio Management, Fixed Income, Asset Management, Derivatives, Bloomberg, Asset Allocation, Risk, Investment Management, Hedge Funds, Emerging Markets, Financial Risk, Investment Strategies, Trading, Alternative Investments, Bonds, FX Options, Quantitative Finance, Financial Markets, Securities, Valuation, Capital Markets
Education
Brown University 1989 — 1993
Bachelor of Arts, Computer Science
Phillips Academy Andover 1986 — 1989
Wellington Management May 1994 - Present
Chemical Bank/Natwest Bank, Consumer Markets June 1993 - February 1994
Skills
Currency Analysis, Cross Asset Analysis, Risk Management, Options, FX, Investments, Equities, Portfolio Management, Fixed Income, Asset Management, Derivatives, Bloomberg, Asset Allocation, Risk, Investment Management, Hedge Funds, Emerging Markets, Financial Risk, Investment Strategies, Trading, Alternative Investments, Bonds, FX Options, Quantitative Finance, Financial Markets, Securities, Valuation, Capital Markets
Education
Brown University 1989 — 1993
Bachelor of Arts, Computer Science
Phillips Academy Andover 1986 — 1989
Sarah N. Samuels, CFA Sarah N. Samuels, CFA's Wellington Management Experience August 2004 - April 2006
Job Deputy Chief Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Megan Kelly's Wellington Management Experience July 2012 - Present
Job Investment Risk Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Wellington Management July 2012 - Present
Eaton Vance May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
Spanish, Microsoft Office, Haver Analytics, Bloomberg, FactSet, BarraOne
Education
Bowdoin College 2008 — 2012
BA, Economics, Spanish
Universidad de Granada 2010 — 2010
Economics, Spanish
CFA Program
Christine Tolisano's Wellington Management Experience November 2012 - Present
Job Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Harry Robertson Harry Robertson's Wellington Management Experience 1997 - 2008
Job Project Manager at Partners HealthCare North Shore Medical Center
Industry Information Services
Experience
Partners Health Care - North Shore Medical Center (Contract through Insight Global) May 2014 - Present
Vertex Pharmaceuticals (Contract through Astadia) December 2013 - March 2014
Takeda Pharmaceuticals (Contract through Harvard Partners and Randstad) March 2013 - December 2013
Vertex Pharmaceuticals (Contract through Astadia) August 2011 - January 2013
VistaPrint February 2009 - February 2011
Wellington Management 1997 - 2008
Fidelity Investments 1994 - 1997
Digital Equipment Corporation 1985 - 1994
Telelogic 1983 - 1985
Skills
Vendor Relations, Asset Management, Budgeting, Program Management, Vendor Management, Service Desk Management, Technology support, Purchasing Negotiations, Hardware and Software..., Software Compliance, End User Support, Project Management, Cost Containment, Client Relationship..., Client Engagement, Leading Change, Customer Relations, Process Improvement, Service Improvement, Group Management, Delivery Management, Asset Managment, Technical Support, Budgets, Customer Service, Customer Engagement, Disaster Recovery, Software Project..., Management, Purchasing, Hardware, Software Documentation, CRM, Business Analysis, Project Governance, Contract Negotiation, Mobile Devices, Cross-functional Team..., Infrastructure, Project Portfolio..., Cost Accounting, Group Development, IT Strategy, IT Management, Leadership, Outsourcing, Strategy, Service Now
Education
Boston University Graduate School of Management 1998 — 2002
MBA, General Management
University of New Hampshire
BA, Fine Arts and English
Partners Health Care - North Shore Medical Center (Contract through Insight Global) May 2014 - Present
Vertex Pharmaceuticals (Contract through Astadia) December 2013 - March 2014
Takeda Pharmaceuticals (Contract through Harvard Partners and Randstad) March 2013 - December 2013
Vertex Pharmaceuticals (Contract through Astadia) August 2011 - January 2013
VistaPrint February 2009 - February 2011
Wellington Management 1997 - 2008
Fidelity Investments 1994 - 1997
Digital Equipment Corporation 1985 - 1994
Telelogic 1983 - 1985
Skills
Vendor Relations, Asset Management, Budgeting, Program Management, Vendor Management, Service Desk Management, Technology support, Purchasing Negotiations, Hardware and Software..., Software Compliance, End User Support, Project Management, Cost Containment, Client Relationship..., Client Engagement, Leading Change, Customer Relations, Process Improvement, Service Improvement, Group Management, Delivery Management, Asset Managment, Technical Support, Budgets, Customer Service, Customer Engagement, Disaster Recovery, Software Project..., Management, Purchasing, Hardware, Software Documentation, CRM, Business Analysis, Project Governance, Contract Negotiation, Mobile Devices, Cross-functional Team..., Infrastructure, Project Portfolio..., Cost Accounting, Group Development, IT Strategy, IT Management, Leadership, Outsourcing, Strategy, Service Now
Education
Boston University Graduate School of Management 1998 — 2002
MBA, General Management
University of New Hampshire
BA, Fine Arts and English
Cissy Hu's Wellington Management Experience July 2014 - Present
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Ashish Gohil Ashish Gohil's Wellington Management Experience March 2012 - Present
Job Senior Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management March 2012 - Present
Oracle Financial Services Software 2001 - March 2012
i-flex solutions 2001 - 2007
Skills
Business Analysis, Business Strategy, Customer Relations, Analysis, Project Management, Product Management, Strategy, Capital Markets, Management Consulting, Finance, Financial Services, Banking, Analytics
Education
Boston University - School of Management 2007 — 2011
MBA, Finance, Strategy
Devi Ahilya Vishwavidyalaya 1997 — 2001
Bachelor of Engineering, Computer Science
Wellington Management March 2012 - Present
Oracle Financial Services Software 2001 - March 2012
i-flex solutions 2001 - 2007
Skills
Business Analysis, Business Strategy, Customer Relations, Analysis, Project Management, Product Management, Strategy, Capital Markets, Management Consulting, Finance, Financial Services, Banking, Analytics
Education
Boston University - School of Management 2007 — 2011
MBA, Finance, Strategy
Devi Ahilya Vishwavidyalaya 1997 — 2001
Bachelor of Engineering, Computer Science
Sylvia Han, CFA Sylvia Han, CFA's Wellington Management Experience 1990 - 2006
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Merrill Lynch 2013 - Present
Lexington Education Foundation 2009 - 2015
Morgan Stanley 2011 - 2013
The Boston Company Asset Management, LLC 2007 - 2009
Bain Capital 2006 - 2007
Wellington Management 1990 - 2006
Skills
CFA, Series 7, Series 66, Wealth Management, Portfolio Management, Alternative Investments, Financial Planning, Unified Managed Accounts, Asset Allocation, Strategic Financial..., Investment Management, ETFs, Investment Advisory, Risk Management, Equities, Asset Management, Uniform Combined State..., Investment Strategies, Chartered Financial..., Investments, Fixed Income
Education
Boston University Questrom School of Business
MBA, Business
Cornell University
BA, Economics
Jessi Bellama Jessi Bellama's Wellington Management Experience August 2007 - December 2008
Job Design Strategist at Context Partners
Industry Management Consulting
Experience
Context Partners September 2014 - Present
Booz Allen Hamilton September 2011 - September 2014
Booz Allen Hamilton January 2013 - December 2013
Booz Allen Hamilton 2011 - 2012
Taylor DeJongh June 2011 - September 2011
Thunderbird School of Global Management September 2010 - March 2011
Western Union May 2010 - August 2010
Wellington Management August 2007 - December 2008
World Education February 2006 - July 2007
Peace Corps August 2003 - October 2005
Skills
Strategic Planning, Project Management, Change Management, Strategic Communications, IT Strategy, Corporate Social..., International..., Public Health, Education, Strategy, Financial Modeling, Fundraising, Nonprofits, Program Management, Analysis, Management Consulting, Government, Research, Proposal Writing, Business Strategy, Community Development, Business Development, International Relations, Leadership, Management, Consulting, Cross-functional Team...
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management (strategy in Emerging Markets)
Boston University Questrom School of Business 2008 — 2009
MBA
Kenyon College 1998 — 2002
BA, International Studies, Sociology, African and African American Studies
University of Cape Town 2000 — 2000
Sociology, History, Religion
Context Partners September 2014 - Present
Booz Allen Hamilton September 2011 - September 2014
Booz Allen Hamilton January 2013 - December 2013
Booz Allen Hamilton 2011 - 2012
Taylor DeJongh June 2011 - September 2011
Thunderbird School of Global Management September 2010 - March 2011
Western Union May 2010 - August 2010
Wellington Management August 2007 - December 2008
World Education February 2006 - July 2007
Peace Corps August 2003 - October 2005
Skills
Strategic Planning, Project Management, Change Management, Strategic Communications, IT Strategy, Corporate Social..., International..., Public Health, Education, Strategy, Financial Modeling, Fundraising, Nonprofits, Program Management, Analysis, Management Consulting, Government, Research, Proposal Writing, Business Strategy, Community Development, Business Development, International Relations, Leadership, Management, Consulting, Cross-functional Team...
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management (strategy in Emerging Markets)
Boston University Questrom School of Business 2008 — 2009
MBA
Kenyon College 1998 — 2002
BA, International Studies, Sociology, African and African American Studies
University of Cape Town 2000 — 2000
Sociology, History, Religion
Natalie Rohrer Natalie Rohrer's Wellington Management Experience May 2014 - October 2014
Job Billing Administrator at Hanson Dodge Creative
Industry Marketing and Advertising
Experience
Hanson Dodge Creative December 2014 - Present
Wellington Management May 2014 - October 2014
The Wall Group September 2011 - March 2014
Pier 59 Studios May 2006 - September 2011
Internal Revenue January 1986 - May 2006
Skills
Accounts Receivable, Billing, Invoicing, Payroll, Account Reconciliation, Quickbooks, QuickBooks, Customer Service, Accounts Payable, Bank Reconciliation, Peachtree, Microsoft Excel, Microsoft Word, Bookkeeping, Sales Tax, Small Business, Office Management, Outlook, Microsoft Office, Tax Returns, Tax, Payroll Taxes, Cash Flow, Financial Reporting, General Ledger
Education
Briarcliffe College
Legal Assistant/Paralegal
New York University
Accounting
Hanson Dodge Creative December 2014 - Present
Wellington Management May 2014 - October 2014
The Wall Group September 2011 - March 2014
Pier 59 Studios May 2006 - September 2011
Internal Revenue January 1986 - May 2006
Skills
Accounts Receivable, Billing, Invoicing, Payroll, Account Reconciliation, Quickbooks, QuickBooks, Customer Service, Accounts Payable, Bank Reconciliation, Peachtree, Microsoft Excel, Microsoft Word, Bookkeeping, Sales Tax, Small Business, Office Management, Outlook, Microsoft Office, Tax Returns, Tax, Payroll Taxes, Cash Flow, Financial Reporting, General Ledger
Education
Briarcliffe College
Legal Assistant/Paralegal
New York University
Accounting
Vincent Ferlisi's Wellington Management Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Patrick H Allen, CPA November 2013 - May 2014
Care.com September 2013 - May 2014
ACI Worldwide November 2012 - September 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking, DCF Valuation, Financial Analysis, Customer Service, Business Analysis, Management, Client Relations, Social Networking, Finance, Microsoft Word, Marketing Strategy, Social Media, Microsoft Office, Data Analysis, Research, Analysis, Fundraising
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Business (Business Administration & Finance), History, and American Studies, 3.6 GPA
Matignon High School 2006 — 2010
Passed Level 1 of the CFA Program
Wellington Management July 2014 - Present
Patrick H Allen, CPA November 2013 - May 2014
Care.com September 2013 - May 2014
ACI Worldwide November 2012 - September 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking, DCF Valuation, Financial Analysis, Customer Service, Business Analysis, Management, Client Relations, Social Networking, Finance, Microsoft Word, Marketing Strategy, Social Media, Microsoft Office, Data Analysis, Research, Analysis, Fundraising
Education
Brandeis University 2010 — 2014
Bachelor of Arts (B.A.), Business (Business Administration & Finance), History, and American Studies, 3.6 GPA
Matignon High School 2006 — 2010
Passed Level 1 of the CFA Program
Ying (Grace) Le, CFA, CAIA Ying (Grace) Le, CFA, CAIA's Wellington Management Experience October 2014 - Present
Job Asset Allocation Portfolio Specialist
Industry Financial Services
Experience
Wellington Management October 2014 - Present
State Street Global Markets 2011 - October 2014
State Street Associates June 2008 - December 2010
State Street Global Markets June 2007 - May 2008
Skills
Emerging Markets, Tactical Asset..., Matlab, VBA, Global Macro, Portfolio Management, Quantitative Research, Applied Behavioral..., Macroeconomics, Financial Markets, Risk Modeling, Currency, Fixed Income, Econometrics, Return on Investment..., Investments, Financial Modeling, Investment Strategies, Asset Allocation, Economics, Trading Strategies
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
Master, International Economics and Finance
The University of Hong Kong 2002 — 2005
Bachelor, Accounting and Finance
Tsinghua University 2001 — 2002
Candidate for B.Eng, Automation
Wellington Management October 2014 - Present
State Street Global Markets 2011 - October 2014
State Street Associates June 2008 - December 2010
State Street Global Markets June 2007 - May 2008
Skills
Emerging Markets, Tactical Asset..., Matlab, VBA, Global Macro, Portfolio Management, Quantitative Research, Applied Behavioral..., Macroeconomics, Financial Markets, Risk Modeling, Currency, Fixed Income, Econometrics, Return on Investment..., Investments, Financial Modeling, Investment Strategies, Asset Allocation, Economics, Trading Strategies
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
Master, International Economics and Finance
The University of Hong Kong 2002 — 2005
Bachelor, Accounting and Finance
Tsinghua University 2001 — 2002
Candidate for B.Eng, Automation
Brian Hoesly, CFA Brian Hoesly, CFA's Wellington Management Experience September 1997 - April 2006
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Samantha Jaddou Samantha Jaddou's Wellington Management Experience 2007 - 2008
Job Customer Experience, Usability, & Consumer Insights
Industry Information Services
Experience
Fidelity Investments September 2015 - Present
Forrester Research 2014 - 2015
Forrester Research 2012 - 2014
Forrester Research 2011 - 2012
Boston University 2008 - 2009
Wellington Management 2007 - 2008
CITS Travel 2004 - 2007
Shell (China) 2006 - 2006
Skills
Market Research, Data Analysis, Strategy, Quantitative Research, Leadership, Research, Statistics, Analytics, Business Strategy, SPSS, Qualitative Research, Segmentation, Research Design, Survey Design, Report Writing, Customer Experience..., Customer Experience..., Customer Journey Mapping, Persona, Customer Insight, Chinese Culture, China Business..., Competitive Analysis, Marketing, Market Analysis
Education
Boston University 2008 — 2010
Masters of Science, Financial Economics
University of Massachusetts Boston 2003 — 2007
Bachelors of Science, Management
Fidelity Investments September 2015 - Present
Forrester Research 2014 - 2015
Forrester Research 2012 - 2014
Forrester Research 2011 - 2012
Boston University 2008 - 2009
Wellington Management 2007 - 2008
CITS Travel 2004 - 2007
Shell (China) 2006 - 2006
Skills
Market Research, Data Analysis, Strategy, Quantitative Research, Leadership, Research, Statistics, Analytics, Business Strategy, SPSS, Qualitative Research, Segmentation, Research Design, Survey Design, Report Writing, Customer Experience..., Customer Experience..., Customer Journey Mapping, Persona, Customer Insight, Chinese Culture, China Business..., Competitive Analysis, Marketing, Market Analysis
Education
Boston University 2008 — 2010
Masters of Science, Financial Economics
University of Massachusetts Boston 2003 — 2007
Bachelors of Science, Management
Derek Monacchio's Wellington Management Experience 2015 - Present
Job at
Industry Accounting
Experience
Wellington Management 2015 - Present
Feeley & Driscoll, P.C. October 2013 - May 2015
Carousel Industries January 2012 - October 2013
Skills
Accounting, Financial Reporting, Financial Accounting, Tax, Auditing, Microsoft Excel, QuickBooks, Account Reconciliation, Accounts Payable, General Ledger, Income Tax, Bookkeeping, MAS500, Purchase Order Finance, Invoice Finance, Billing Systems, TigerPaw, Tax Accounting, Tax Law, Personal Financial..., Operations Management, Cost Accounting, Microsoft Office, Microsoft Word, PowerPoint
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Accounting major with a minor in Legal Studies
Wellington Management 2015 - Present
Feeley & Driscoll, P.C. October 2013 - May 2015
Carousel Industries January 2012 - October 2013
Skills
Accounting, Financial Reporting, Financial Accounting, Tax, Auditing, Microsoft Excel, QuickBooks, Account Reconciliation, Accounts Payable, General Ledger, Income Tax, Bookkeeping, MAS500, Purchase Order Finance, Invoice Finance, Billing Systems, TigerPaw, Tax Accounting, Tax Law, Personal Financial..., Operations Management, Cost Accounting, Microsoft Office, Microsoft Word, PowerPoint
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Accounting major with a minor in Legal Studies
Gabriella Gallo, AIF®'s Wellington Management Experience March 2013 - June 2013
Job Senior Level Compliance Executive
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Wellington Management March 2013 - June 2013
Sentinel Benefits & Financial Group February 2011 - October 2012
Sentinel Benefits & Financial Group November 2010 - February 2011
State Street Bank (State Street Global Advisors) November 2007 - January 2009
AXA Equitable March 2001 - April 2007
Guardian Life Insurance Company (Park Avenue Securities, Inc.) February 2000 - February 2001
Morgan Stanley Investment Management October 1996 - February 2000
Oppenheimer & Co. July 1995 - October 1996
Van Eck Global August 1992 - July 1995
Skills
FINRA, Investments, Process Improvement, Leadership, Change Management, Management, Project Management, Series 63, Mutual Funds, Series 24, Securities, Team Building, Investment Advisory, AML, Asset Managment, Series 7, Series 65, Series 99, Risk Management, 401k, Financial Services
Education
Brandeis University 1986 — 1990
BA, Major: Political Science; Minor: Legal Studies
Brown Brothers Harriman January 2014 - Present
Wellington Management March 2013 - June 2013
Sentinel Benefits & Financial Group February 2011 - October 2012
Sentinel Benefits & Financial Group November 2010 - February 2011
State Street Bank (State Street Global Advisors) November 2007 - January 2009
AXA Equitable March 2001 - April 2007
Guardian Life Insurance Company (Park Avenue Securities, Inc.) February 2000 - February 2001
Morgan Stanley Investment Management October 1996 - February 2000
Oppenheimer & Co. July 1995 - October 1996
Van Eck Global August 1992 - July 1995
Skills
FINRA, Investments, Process Improvement, Leadership, Change Management, Management, Project Management, Series 63, Mutual Funds, Series 24, Securities, Team Building, Investment Advisory, AML, Asset Managment, Series 7, Series 65, Series 99, Risk Management, 401k, Financial Services
Education
Brandeis University 1986 — 1990
BA, Major: Political Science; Minor: Legal Studies
Linda Zamaitis, PMP's Wellington Management Experience January 2008 - December 2008
Job Sr. Advisor, Enterprise Program Manager at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation May 2013 - Present
McKesson Health Solutions May 2012 - April 2013
Blue Cross Blue Shield of Massachusetts March 2011 - January 2012
Dell/Perot Systems March 2009 - March 2011
Wellington Management January 2008 - December 2008
Perot Systems January 2005 - December 2007
EMC June 2003 - December 2004
Pegasus Communications April 2001 - October 2001
Skills
PMP, PMO, SDLC, Vendor Management, Program Management, Project Portfolio..., Software Project..., Project Management, Business Analysis, Agile Project Management, Resource Management, Process Improvement, Requirements Analysis, Integration, Business Process, Software Development, Management, ITIL, Cross-functional Team..., Quality Assurance, Team Leadership, CRM, Disaster Recovery, Strategy, Product Management, Change Management, Governance, Enterprise Software, Solution Architecture, Scrum, Business Requirements, Data Warehousing, Project Planning, Budgets, SharePoint, Leadership, Visio, Business Process..., IT Service Management, Enterprise Architecture, IT Management, IT Strategy, Business Intelligence, Project Delivery, Systems Analysis, Software Documentation, Service Delivery, IT Operations, MS Project, ERP
Education
Boston University - School of Management 2008 — 2010
Master - Project Management
Boston University Questrom School of Business 2008 — 2008
Certification, Agile SCRUM
Honeywell Information Systems 1979 — 1983
Computer Science Programming
CVS Caremark Corporation May 2013 - Present
McKesson Health Solutions May 2012 - April 2013
Blue Cross Blue Shield of Massachusetts March 2011 - January 2012
Dell/Perot Systems March 2009 - March 2011
Wellington Management January 2008 - December 2008
Perot Systems January 2005 - December 2007
EMC June 2003 - December 2004
Pegasus Communications April 2001 - October 2001
Skills
PMP, PMO, SDLC, Vendor Management, Program Management, Project Portfolio..., Software Project..., Project Management, Business Analysis, Agile Project Management, Resource Management, Process Improvement, Requirements Analysis, Integration, Business Process, Software Development, Management, ITIL, Cross-functional Team..., Quality Assurance, Team Leadership, CRM, Disaster Recovery, Strategy, Product Management, Change Management, Governance, Enterprise Software, Solution Architecture, Scrum, Business Requirements, Data Warehousing, Project Planning, Budgets, SharePoint, Leadership, Visio, Business Process..., IT Service Management, Enterprise Architecture, IT Management, IT Strategy, Business Intelligence, Project Delivery, Systems Analysis, Software Documentation, Service Delivery, IT Operations, MS Project, ERP
Education
Boston University - School of Management 2008 — 2010
Master - Project Management
Boston University Questrom School of Business 2008 — 2008
Certification, Agile SCRUM
Honeywell Information Systems 1979 — 1983
Computer Science Programming
Paige Skilling Paige Skilling's Wellington Management Experience August 2006 - June 2012
Job Assistant Vice President at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management LLC July 2012 - Present
Wellington Management August 2006 - June 2012
Liberty Mutual Insurance May 2005 - August 2006
Cambridgeport Bank 2003 - 2004
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brattleboro Union High School 1996 — 2000
Acadian Asset Management LLC July 2012 - Present
Wellington Management August 2006 - June 2012
Liberty Mutual Insurance May 2005 - August 2006
Cambridgeport Bank 2003 - 2004
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Northeastern University 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brattleboro Union High School 1996 — 2000
Andrew Hanna's Wellington Management Experience April 2003 - September 2008
Job International Equity Trader at Numeric Investors
Industry Investment Management
Experience
Numeric Investors September 2008 - Present
Wellington Management April 2003 - September 2008
State Street Bank August 1999 - April 2003
Skills
Equities, Trading, Portfolio Management
Education
Bridgewater State University 1996 — 2001
Bachelor of Science (BS), Economics, Geography
Numeric Investors September 2008 - Present
Wellington Management April 2003 - September 2008
State Street Bank August 1999 - April 2003
Skills
Equities, Trading, Portfolio Management
Education
Bridgewater State University 1996 — 2001
Bachelor of Science (BS), Economics, Geography
Vivian Chen's Wellington Management Experience July 2014 - Present
Job Hedge Fund Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
GP Capital Co., Ltd July 2013 - August 2013
BU Direct Finance and Investment September 2012 - May 2013
Citi July 2012 - August 2012
BU Direct Finance and Investment September 2011 - June 2012
Morgan Stanley Huaxin Securities June 2011 - July 2011
Urumqi Elite Property Management Co., Ltd January 2009 - February 2009
Education
Boston University - School of Management 2010 — 2014
Dual Bachelor's Degrees in B.S.B.A and B.A., Economics, Finance, Accounting, Magna Cum Laude
The University of Auckland Business School 2010 — 2010
Coursework toward Bachelor of Commerce, Commerce
Kristin School 2008 — 2009
IB Diploma, Maths(H), Business and Management(H), Economics(H), Chinese A1(H), English A2(S), Chemistry(S)
Wellington Management July 2014 - Present
GP Capital Co., Ltd July 2013 - August 2013
BU Direct Finance and Investment September 2012 - May 2013
Citi July 2012 - August 2012
BU Direct Finance and Investment September 2011 - June 2012
Morgan Stanley Huaxin Securities June 2011 - July 2011
Urumqi Elite Property Management Co., Ltd January 2009 - February 2009
Education
Boston University - School of Management 2010 — 2014
Dual Bachelor's Degrees in B.S.B.A and B.A., Economics, Finance, Accounting, Magna Cum Laude
The University of Auckland Business School 2010 — 2010
Coursework toward Bachelor of Commerce, Commerce
Kristin School 2008 — 2009
IB Diploma, Maths(H), Business and Management(H), Economics(H), Chinese A1(H), English A2(S), Chemistry(S)
Steven Kovalck Steven Kovalck's Wellington Management Experience 2009 - 2011
Job Finance Manager TRACK Program at General Motors
Industry Automotive
Experience
General Motors August 2014 - Present
General Motors June 2013 - July 2014
Boeing May 2012 - August 2012
Jarden Home Brands March 2012 - May 2012
Wellington Management 2009 - 2011
Wellington Management 2006 - 2009
Skills
Financial Modeling, Valuation, Supplier Quality, Supply Chain Management, Competitive Analysis, Operations Management, Risk Management, Strategy, Business Strategy, Data Analysis, Finance, Equities, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA
Boston University - School of Management 2002 — 2006
BSBA, International Management
Boston University 2002 — 2006
BA, International Relations
General Motors August 2014 - Present
General Motors June 2013 - July 2014
Boeing May 2012 - August 2012
Jarden Home Brands March 2012 - May 2012
Wellington Management 2009 - 2011
Wellington Management 2006 - 2009
Skills
Financial Modeling, Valuation, Supplier Quality, Supply Chain Management, Competitive Analysis, Operations Management, Risk Management, Strategy, Business Strategy, Data Analysis, Finance, Equities, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA
Boston University - School of Management 2002 — 2006
BSBA, International Management
Boston University 2002 — 2006
BA, International Relations
Tara Tucker Sucharewicz's Wellington Management Experience June 2004 - June 2006
Job Planning Manager at Rue La La
Industry Retail
Experience
Rue La La January 2015 - Present
Rue La La March 2014 - January 2015
Rue La La March 2011 - March 2014
Rue La La November 2009 - March 2011
Mass Insight Corporation May 2008 - November 2009
Talbots June 2006 - June 2008
Wellington Management June 2004 - June 2006
Skills
Merchandising, Forecasting, Retail, Visual Merchandising, Inventory Management, Merchandise Planning, Fashion, Trend Analysis, E-commerce, Assortment, Apparel
Education
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science, Business Administration, Marketing and International Relations
Rue La La January 2015 - Present
Rue La La March 2014 - January 2015
Rue La La March 2011 - March 2014
Rue La La November 2009 - March 2011
Mass Insight Corporation May 2008 - November 2009
Talbots June 2006 - June 2008
Wellington Management June 2004 - June 2006
Skills
Merchandising, Forecasting, Retail, Visual Merchandising, Inventory Management, Merchandise Planning, Fashion, Trend Analysis, E-commerce, Assortment, Apparel
Education
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science, Business Administration, Marketing and International Relations
Daniel Musicante's Wellington Management Experience July 2014 - Present
Job AVP, Sr. HR Operations Analyst specializing in workforce analytics at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Wellington Management September 2012 - June 2014
Liberty Mutual Insurance September 2011 - September 2012
Houghton Mifflin Harcourt Publishing Company January 2010 - September 2011
Houghton Mifflin Harcourt Publishing Company January 2009 - February 2010
Houghton Mifflin Harcourt Publishing Co June 2007 - January 2008
Houghton Mifflin April 2007 - May 2007
Houghton Mifflin June 2006 - March 2007
Skills
Workday, Talent Management, Performance Management, Human Resources, Data Analysis, Leadership, Personnel Management, Microsoft Excel, Project Management, Executive Pay, Management, Deferred Compensation, Analysis, Business Analysis, Organizational..., Training, Employee Benefits, Employee Relations, Process Improvement, Vendor Management, Human Capital Management, Executive Compensation, Marketing, Onboarding, Excel, Project Execution, HRIS, PeopleSoft, Employee Engagement, Workforce Management
Education
Brandeis University 2002 — 2006
B.A., Psychology, Business
Wellington Management July 2014 - Present
Wellington Management September 2012 - June 2014
Liberty Mutual Insurance September 2011 - September 2012
Houghton Mifflin Harcourt Publishing Company January 2010 - September 2011
Houghton Mifflin Harcourt Publishing Company January 2009 - February 2010
Houghton Mifflin Harcourt Publishing Co June 2007 - January 2008
Houghton Mifflin April 2007 - May 2007
Houghton Mifflin June 2006 - March 2007
Skills
Workday, Talent Management, Performance Management, Human Resources, Data Analysis, Leadership, Personnel Management, Microsoft Excel, Project Management, Executive Pay, Management, Deferred Compensation, Analysis, Business Analysis, Organizational..., Training, Employee Benefits, Employee Relations, Process Improvement, Vendor Management, Human Capital Management, Executive Compensation, Marketing, Onboarding, Excel, Project Execution, HRIS, PeopleSoft, Employee Engagement, Workforce Management
Education
Brandeis University 2002 — 2006
B.A., Psychology, Business
Michael Chagros Michael Chagros's Wellington Management Experience June 2011 - Present
Job Financial Administration Billing & Invoicing at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2011 - Present
Redi2 Technologies September 2009 - July 2011
The Boston Company Asset Management, LLC December 2005 - September 2009
The Boston Company Asset Management, LLC February 2001 - April 2003
Citizens Bank May 1992 - April 2001
Education
Bryant University 1988 — 1992
Wellington Management June 2011 - Present
Redi2 Technologies September 2009 - July 2011
The Boston Company Asset Management, LLC December 2005 - September 2009
The Boston Company Asset Management, LLC February 2001 - April 2003
Citizens Bank May 1992 - April 2001
Education
Bryant University 1988 — 1992
Isaac Alldredge Isaac Alldredge's Wellington Management Experience July 2008 - December 2008
Job Experienced Strategy and Investment Analyst
Industry Investment Management
Experience
DaVita April 2009 - March 2010
wellington management July 2008 - December 2008
SmithBarney/Citi Capital Strategies June 2007 - August 2007
Citigroup/M&A January 2007 - April 2007
Skills
Valuation, Mergers & Acquisitions, Financial Modeling
Education
Brigham Young University 2003 — 2008
B.S., Finance - Investment Banking
DaVita April 2009 - March 2010
wellington management July 2008 - December 2008
SmithBarney/Citi Capital Strategies June 2007 - August 2007
Citigroup/M&A January 2007 - April 2007
Skills
Valuation, Mergers & Acquisitions, Financial Modeling
Education
Brigham Young University 2003 — 2008
B.S., Finance - Investment Banking
Glenn A. Weiner, CFA Glenn A. Weiner, CFA's Wellington Management Experience May 2005 - January 2008
Job Managing Director, Consultant Relations at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
Shekeyla Nicole Caldwell Shekeyla Nicole Caldwell's Wellington Management Experience July 2014 - Present
Job Asset Allocation Strategies Group, Business Associate at Wellington Management Co. LLP
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Wellington Management June 2013 - August 2013
Management Leadership for Tomorrow August 2012 - August 2013
Harvard University Debate 2011 - 2013
Wellington Management June 2012 - August 2012
Boston Intercollegiate Assembly August 2011 - May 2012
Brandeis University August 2011 - December 2011
Brandeis University August 2011 - 2011
Channel One News 2008 - 2010
Skills
Public Speaking, Research, Statistical Data..., Social Media, Project Management, Politics, Economics, Data Analysis, Teaching, Teamwork, Team Leadership, Motivation
Education
Brandeis University 2010 — 2014
B.A., Economics, Politics, 3.71
London School of Economics and Political Science 2012 — 2013
General Course Program, Business/Managerial Economics
J Frank Dobie High School 2006 — 2010
3.9
Wellington Management July 2014 - Present
Wellington Management June 2013 - August 2013
Management Leadership for Tomorrow August 2012 - August 2013
Harvard University Debate 2011 - 2013
Wellington Management June 2012 - August 2012
Boston Intercollegiate Assembly August 2011 - May 2012
Brandeis University August 2011 - December 2011
Brandeis University August 2011 - 2011
Channel One News 2008 - 2010
Skills
Public Speaking, Research, Statistical Data..., Social Media, Project Management, Politics, Economics, Data Analysis, Teaching, Teamwork, Team Leadership, Motivation
Education
Brandeis University 2010 — 2014
B.A., Economics, Politics, 3.71
London School of Economics and Political Science 2012 — 2013
General Course Program, Business/Managerial Economics
J Frank Dobie High School 2006 — 2010
3.9
Maisie Hughes's Wellington Management Experience April 2014 - Present
Job Business Development Manager, Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2014 - Present
AQR Capital Management May 2006 - February 2014
Goldman Sachs Asset Management 2004 - 2006
Skills
Hedge Funds, Investments, Asset Management, Business Development, Equities, Valuation, Financial Modeling, Alternative Investments, Private Equity, Portfolio Management
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.)
Trinity School
Wellington Management April 2014 - Present
AQR Capital Management May 2006 - February 2014
Goldman Sachs Asset Management 2004 - 2006
Skills
Hedge Funds, Investments, Asset Management, Business Development, Equities, Valuation, Financial Modeling, Alternative Investments, Private Equity, Portfolio Management
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.)
Trinity School
Hillary Flynn's Wellington Management Experience January 2014 - Present
Job ESG Analyst
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Wellington Management September 2002 - December 2005
Forrester Research September 2000 - September 2002
Education
Brown University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Hispanic Studies
Milton Academy
Wellington Management January 2014 - Present
Wellington Management September 2002 - December 2005
Forrester Research September 2000 - September 2002
Education
Brown University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Hispanic Studies
Milton Academy
wale adedokun's Wellington Management Experience July 2011 - Present
Job Investment Consultant
Industry Investment Management
Experience
Aon Hewitt January 2015 - Present
Wellington Management July 2011 - Present
Teach for America 2009 - 2011
Teach for America 2009 - 2011
Brown Investment Group 2008 - 2009
Wellington Management June 2008 - August 2008
Wellington Management May 2007 - August 2007
Skills
Microsoft Excel, Equities, Data Analysis, Investments, Quantitative Analytics
Education
Cardinal Stritch University 2009 — 2011
Masters of Arts, Urban Education
Brown University 2005 — 2009
Bachelor of Arts, Urban Studies, Economics
Phillips Academy Andover, Class of 2005
Aon Hewitt January 2015 - Present
Wellington Management July 2011 - Present
Teach for America 2009 - 2011
Teach for America 2009 - 2011
Brown Investment Group 2008 - 2009
Wellington Management June 2008 - August 2008
Wellington Management May 2007 - August 2007
Skills
Microsoft Excel, Equities, Data Analysis, Investments, Quantitative Analytics
Education
Cardinal Stritch University 2009 — 2011
Masters of Arts, Urban Education
Brown University 2005 — 2009
Bachelor of Arts, Urban Studies, Economics
Phillips Academy Andover, Class of 2005
Nicholas Sorenson's Wellington Management Experience July 2014 - Present
Job Business Associate, Wellington Management | CFO, Downtyme | Managing Partner, Ventus Advisors | CFA Level III Candidate
Industry Investment Management
Experience
BU Finance & Investment Club Student Managed Investment Fund August 2015 - Present
Ventus Advisors January 2015 - Present
Downtyme January 2015 - Present
Wellington Management July 2014 - Present
Downtyme January 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund June 2013 - May 2014
Eaton Vance June 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Boston University Jazz Big Band & Jazz Combo September 2010 - May 2013
Marriott International - Copley Place, Boston July 2012 - August 2012
Skills
Entrepreneurship, Capital Structure, Capital Budgeting, Management Consulting, Finance, Investments, Financial Analysis, Management, Portfolio Management, Equity Research, Equity Trading, DCF Valuation, Microsoft Word, Research, Social Media, Music Theory, Musicianship, Bassist, Market Research, Team Leadership, Creative Writing, Time Management, Social Networking, Equity Capital Markets, Comparable Analysis, Financial Accounting, Writing, Poetry, Volleyball
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance & Entrepreneurship, Economics (Minor)
Natick High School 2006 — 2010
High School, GPA: 4.00/4.00
BU Finance & Investment Club Student Managed Investment Fund August 2015 - Present
Ventus Advisors January 2015 - Present
Downtyme January 2015 - Present
Wellington Management July 2014 - Present
Downtyme January 2014 - December 2014
BU Finance & Investment Club Student Managed Investment Fund June 2013 - May 2014
Eaton Vance June 2013 - August 2013
BU Finance & Investment Club Student Managed Investment Fund September 2012 - May 2013
Boston University Jazz Big Band & Jazz Combo September 2010 - May 2013
Marriott International - Copley Place, Boston July 2012 - August 2012
Skills
Entrepreneurship, Capital Structure, Capital Budgeting, Management Consulting, Finance, Investments, Financial Analysis, Management, Portfolio Management, Equity Research, Equity Trading, DCF Valuation, Microsoft Word, Research, Social Media, Music Theory, Musicianship, Bassist, Market Research, Team Leadership, Creative Writing, Time Management, Social Networking, Equity Capital Markets, Comparable Analysis, Financial Accounting, Writing, Poetry, Volleyball
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance & Entrepreneurship, Economics (Minor)
Natick High School 2006 — 2010
High School, GPA: 4.00/4.00
Stacey Schneider Stacey Schneider's Wellington Management Experience 2001 - 2004
Job Vice President IT, Capital Group Companies
Industry Information Technology and Services
Experience
Capital Group Companies 2004 - Present
Wellington Management 2001 - 2004
Deloitte Consulting August 1997 - October 2001
Skills
SDLC, Vendor Management, IT Strategy, Business Analysis, Enterprise Architecture, Requirements Gathering, Project Portfolio..., PMO, Project Management, Software Development, Portfolio Management, Data Governance, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Entrepreneurship
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Information Management
Capital Group Companies 2004 - Present
Wellington Management 2001 - 2004
Deloitte Consulting August 1997 - October 2001
Skills
SDLC, Vendor Management, IT Strategy, Business Analysis, Enterprise Architecture, Requirements Gathering, Project Portfolio..., PMO, Project Management, Software Development, Portfolio Management, Data Governance, Software Project..., Agile Methodologies, Requirements Analysis, Business Intelligence
Education
Boston University Questrom School of Business 2001 — 2004
MBA, Entrepreneurship
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Information Management
Patrick Mathews's Wellington Management Experience May 2011 - September 2013
Job Principal Financial Analyst at HubSpot
Industry Marketing and Advertising
Experience
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
HubSpot July 2015 - Present
Panera Bread February 2015 - July 2015
Panera Bread September 2013 - February 2015
Wellington Management May 2011 - September 2013
Audax Group October 2008 - May 2011
John Hancock August 2008 - September 2008
New England Ruffnecks - AAU Baseball April 2006 - December 2007
Ameriprise Financial May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Bloomberg, Portfolio Management, Financial Analysis, Financial Modeling, Fund Of Funds, Private Equity, Microsoft Office, Asset Allocation, Client Service Oriented, Asset Managment, Microsoft Excel, Investments, Mutual Funds
Education
Brandeis University 2004 — 2008
BA, Economics
Thayer Academy 1998 — 2004
James Stoll James Stoll's Wellington Management Experience June 2013 - Present
Job Assistant Vice President International Tax at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2013 - Present
Wellington Management January 2012 - Present
J.P. Morgan January 2011 - December 2011
J.P. Morgan September 2008 - December 2010
Law Offices of Gerald A. Phelps May 2005 - September 2008
Skills
Partnership Taxation, Tax, Tax Accounting, Financial Analysis, Accounting, Financial Accounting, Tax Research, Microsoft Excel, Bloomberg, International Tax, Equities, Fixed Income, Derivatives, Microsoft Office, Corporate Tax, Tax Law
Education
Boston University School of Law
LLM, taxation
New England Law Boston
J.D., Taxation and Business
Wheaton College, Illinois
B.A., Psychology and Philosophy
Wellington Management June 2013 - Present
Wellington Management January 2012 - Present
J.P. Morgan January 2011 - December 2011
J.P. Morgan September 2008 - December 2010
Law Offices of Gerald A. Phelps May 2005 - September 2008
Skills
Partnership Taxation, Tax, Tax Accounting, Financial Analysis, Accounting, Financial Accounting, Tax Research, Microsoft Excel, Bloomberg, International Tax, Equities, Fixed Income, Derivatives, Microsoft Office, Corporate Tax, Tax Law
Education
Boston University School of Law
LLM, taxation
New England Law Boston
J.D., Taxation and Business
Wheaton College, Illinois
B.A., Psychology and Philosophy
Anthony Small Anthony Small's Wellington Management Experience March 2008 - November 2013
Job Portfolio Manager
Industry Investment Management
Experience
TUDOR INVESTMENT CORPORATION November 2013 - Present
Wellington Management March 2008 - November 2013
Wellington Management July 2005 - February 2008
Skills
Portfolio Management, Interest Rate..., FX Derivatives, Futures, Global Macro, Global Strategy, Currency Futures, Interest Rate Risk..., Foreign Exchange Risk..., Fixed Income, Fixed Income Strategies, Fixed Income Portfolio..., Macroeconomics, Macro Analysis, Asset Management, Emerging Markets, Interest Rate Swaps, Interest Rate Hedging
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
Master of Science, Finance
Bowdoin College 1998 — 2002
A.B., Economics & Government/Legal Studies
TUDOR INVESTMENT CORPORATION November 2013 - Present
Wellington Management March 2008 - November 2013
Wellington Management July 2005 - February 2008
Skills
Portfolio Management, Interest Rate..., FX Derivatives, Futures, Global Macro, Global Strategy, Currency Futures, Interest Rate Risk..., Foreign Exchange Risk..., Fixed Income, Fixed Income Strategies, Fixed Income Portfolio..., Macroeconomics, Macro Analysis, Asset Management, Emerging Markets, Interest Rate Swaps, Interest Rate Hedging
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
Master of Science, Finance
Bowdoin College 1998 — 2002
A.B., Economics & Government/Legal Studies
Sunny Stastny Sunny Stastny's Wellington Management Experience 2007 - 2009
Job at Omgeo, LLC
Industry Information Technology and Services
Experience
Omgeo, LLC August 2009 - Present
Wellington Management 2007 - 2009
Brown Brothers Harriman 2002 - 2007
Context Integration 2000 - 2001
Onsett International 1999 - 2000
Skills
Requirements Analysis, Agile Methodologies, Project Management, Integration, Requirements Gathering, Management, Software Documentation, SDLC, Business Development, Leadership, Analysis
Education
Boston University Questrom School of Business
MBA, Business
Boston University Questrom School of Business
MS - MIS, Information Systems
Isenberg School of Management, UMass Amherst
BS, Marketing
Omgeo, LLC August 2009 - Present
Wellington Management 2007 - 2009
Brown Brothers Harriman 2002 - 2007
Context Integration 2000 - 2001
Onsett International 1999 - 2000
Skills
Requirements Analysis, Agile Methodologies, Project Management, Integration, Requirements Gathering, Management, Software Documentation, SDLC, Business Development, Leadership, Analysis
Education
Boston University Questrom School of Business
MBA, Business
Boston University Questrom School of Business
MS - MIS, Information Systems
Isenberg School of Management, UMass Amherst
BS, Marketing
Sarah Kurinsky Sarah Kurinsky's Wellington Management Experience June 2009 - Present
Job AVP, Senior Accountant at Wellington Management
Industry Accounting
Experience
Wellington Management June 2009 - Present
Courtroom Connect January 2009 - May 2009
Cambridge Place Investment Management May 2008 - August 2008
Skills
Cash Flow Forecasting, Financial Accounting, Financial Statements, Variance Analysis, QuickBooks, Finance, Vlookup, Regulatory Filings, Account Reconciliation, Transfer Pricing, Consolidation, International Accounting, Compilation Of..., Internal Audit
Education
Emory University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance and Accounting
Boston University Graduate School of Management
Master of Business Administration (MBA), International Business
Wellington Management June 2009 - Present
Courtroom Connect January 2009 - May 2009
Cambridge Place Investment Management May 2008 - August 2008
Skills
Cash Flow Forecasting, Financial Accounting, Financial Statements, Variance Analysis, QuickBooks, Finance, Vlookup, Regulatory Filings, Account Reconciliation, Transfer Pricing, Consolidation, International Accounting, Compilation Of..., Internal Audit
Education
Emory University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance and Accounting
Boston University Graduate School of Management
Master of Business Administration (MBA), International Business
Mike Micalone's Wellington Management Experience January 2013 - Present
Job Senior System Analyst at Wellington Management
Industry Information Services
Experience
Wellington Management January 2013 - Present
Wellington Management March 2010 - Present
Ajilon Consulting December 2004 - February 2010
Oscient Pharmaceuticals June 2004 - November 2004
Best Buy June 2003 - December 2003
EMC February 2001 - October 2001
Skills
Troubleshooting, Computer Hardware, Active Directory, Windows 7, Vendor Management, Windows, Blackberry Enterprise..., Data Center, Disaster Recovery, IT Management, Servers, Technical Support, Citrix, IT Operations, Windows XP, VMware, SharePoint
Education
Brandeis University 2012 — 2017
Master of Science (M.S.), Information Technology Management
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor of Science, Computer Science
Wellington Management January 2013 - Present
Wellington Management March 2010 - Present
Ajilon Consulting December 2004 - February 2010
Oscient Pharmaceuticals June 2004 - November 2004
Best Buy June 2003 - December 2003
EMC February 2001 - October 2001
Skills
Troubleshooting, Computer Hardware, Active Directory, Windows 7, Vendor Management, Windows, Blackberry Enterprise..., Data Center, Disaster Recovery, IT Management, Servers, Technical Support, Citrix, IT Operations, Windows XP, VMware, SharePoint
Education
Brandeis University 2012 — 2017
Master of Science (M.S.), Information Technology Management
Massachusetts College of Liberal Arts 1997 — 2001
Bachelor of Science, Computer Science
Peter Vaughan-Vail's Wellington Management Experience September 2011 - August 2013
Job Product Manager at Workday
Industry Human Resources
Experience
Workday January 2015 - Present
Accuray September 2013 - January 2015
Accuray April 2014 - December 2014
Wellington Management September 2011 - August 2013
Paulist Center 2000 - 2013
Paulist Center 2000 - 2013
Boston Public Schools September 2005 - October 2011
Commonwealth of Massachusetts August 1998 - September 2005
DataSys Human Resource Systems July 2000 - September 2000
Department of Transitional Assistance August 1998 - July 2000
Skills
ASP, CSS, HTML, Access, Dreamweaver, PeopleSoft, Crystal Reports, HRIS, Databases, Microsoft Office, Human Resources, Microsoft Excel, Integration, Workday, Project Management, Analysis, Software Documentation, Training, Management, Strategy
Education
Workday Training
Workday Training
Workday Training
Bridgewater State College 1989 — 1993
BS, Resource Management
University of Massachusetts Boston 2009 — 2010
Certificate, Project Management
Workday January 2015 - Present
Accuray September 2013 - January 2015
Accuray April 2014 - December 2014
Wellington Management September 2011 - August 2013
Paulist Center 2000 - 2013
Paulist Center 2000 - 2013
Boston Public Schools September 2005 - October 2011
Commonwealth of Massachusetts August 1998 - September 2005
DataSys Human Resource Systems July 2000 - September 2000
Department of Transitional Assistance August 1998 - July 2000
Skills
ASP, CSS, HTML, Access, Dreamweaver, PeopleSoft, Crystal Reports, HRIS, Databases, Microsoft Office, Human Resources, Microsoft Excel, Integration, Workday, Project Management, Analysis, Software Documentation, Training, Management, Strategy
Education
Workday Training
Workday Training
Workday Training
Bridgewater State College 1989 — 1993
BS, Resource Management
University of Massachusetts Boston 2009 — 2010
Certificate, Project Management
Gauri Bhardwaj's Wellington Management Experience March 2015 - Present
Job Business Development
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management April 2007 - Present
Wellington Management May 2005 - March 2007
Liberty Mutual January 2004 - January 2005
Skills
Bloomberg, Microsoft Excel, Fixed Income, Derivatives, Trading, Wealth Management, Risk Management, Financial Modeling, Economics, Credit, Portfolio Management, FX Options, Equities, Hedge Funds, Mutual Funds, Investments, Alternative Investments
Education
Boston University - School of Management
BS, Finance, Marketing
Boston University - School of Management
MBA, Finance, Strategy
Wellington Management March 2015 - Present
Wellington Management April 2007 - Present
Wellington Management May 2005 - March 2007
Liberty Mutual January 2004 - January 2005
Skills
Bloomberg, Microsoft Excel, Fixed Income, Derivatives, Trading, Wealth Management, Risk Management, Financial Modeling, Economics, Credit, Portfolio Management, FX Options, Equities, Hedge Funds, Mutual Funds, Investments, Alternative Investments
Education
Boston University - School of Management
BS, Finance, Marketing
Boston University - School of Management
MBA, Finance, Strategy
Maxim Turcan's Wellington Management Experience July 2014 - Present
Job Technology Associate at Wellington Management
Industry
Experience
Wellington Management July 2014 - Present
Mil Milagros August 2013 - December 2013
MedWise 360 May 2013 - August 2013
Canonic Tur July 2012 - August 2012
Skills
WordPress, Access Database, Java, Visual Basic, Windows & Mac operating..., Finance, SQL, Python, Ubuntu, HTML, ExtJS, jQuery, AngularJS, JavaScript, PHP, Bootstrap, Android SDK
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Management Information Systems, Finance, minor in Computer Science
Nicolae Iorga Lyceum 2002 — 2010
Wellington Management July 2014 - Present
Mil Milagros August 2013 - December 2013
MedWise 360 May 2013 - August 2013
Canonic Tur July 2012 - August 2012
Skills
WordPress, Access Database, Java, Visual Basic, Windows & Mac operating..., Finance, SQL, Python, Ubuntu, HTML, ExtJS, jQuery, AngularJS, JavaScript, PHP, Bootstrap, Android SDK
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration, Management Information Systems, Finance, minor in Computer Science
Nicolae Iorga Lyceum 2002 — 2010
Will Chen's Wellington Management Experience 2004 - 2004
Job Division Controller at Analog Devices
Industry Semiconductors
Experience
Analog Devices November 2014 - Present
Analog Devices February 2014 - November 2014
Analog Devices January 2008 - January 2014
Boston Communications Group, Inc. February 2006 - November 2007
Wellington Management 2004 - 2004
Skills
Cross-functional Team..., Sarbanes-Oxley Act, Process Improvement, Financial Modeling, Forecasting, Finance, Financial Analysis, SAP, Business Analysis, Product Management, Financial Reporting, Data Analysis, Semiconductors, Budgets, Business Process..., Strategic Planning, Manufacturing
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Business Strategy and Innovation
Northeastern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Insurance & Management
Analog Devices November 2014 - Present
Analog Devices February 2014 - November 2014
Analog Devices January 2008 - January 2014
Boston Communications Group, Inc. February 2006 - November 2007
Wellington Management 2004 - 2004
Skills
Cross-functional Team..., Sarbanes-Oxley Act, Process Improvement, Financial Modeling, Forecasting, Finance, Financial Analysis, SAP, Business Analysis, Product Management, Financial Reporting, Data Analysis, Semiconductors, Budgets, Business Process..., Strategic Planning, Manufacturing
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Business Strategy and Innovation
Northeastern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Insurance & Management
Jason Eastman, CFA Jason Eastman, CFA's Wellington Management Experience September 2002 - Present
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2002 - Present
Skills
Bloomberg, Fixed Income, Portfolio Management, Equities, Asset Allocation, Derivatives, Finance, Investment Management, Mutual Funds, Trading, Financial Risk, Investment Strategies, Fantasy Baseball
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
Bryant University 1995 — 1999
Bachelors of Science, Business Administration; Finance
Wellington Management September 2002 - Present
Skills
Bloomberg, Fixed Income, Portfolio Management, Equities, Asset Allocation, Derivatives, Finance, Investment Management, Mutual Funds, Trading, Financial Risk, Investment Strategies, Fantasy Baseball
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
Bryant University 1995 — 1999
Bachelors of Science, Business Administration; Finance
Chris Tringali, CFA Chris Tringali, CFA's Wellington Management Experience January 2015 - Present
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Wellington Management October 2011 - December 2014
Wellington Management July 2010 - October 2011
Wellington Management February 2007 - July 2010
Wellington Management August 2001 - February 2007
Congress Asset Management September 2000 - August 2001
Congress Asset Management July 1999 - September 2000
Skills
User Acceptance Testing, Training, Technical Training, Fixed Income, Finance, Testing, Risk Management, Business Intelligence, Trading, Problem Solving, Financial Analysis, Product Management, Investment Management, Business Analysis, Accounting, Equities, Financial Services
Education
Bryant University 1995 — 1999
Bachelor of Science in Business Administration, Major concentration in Accounting; Minor concentrations in Computer Information Systems and English
Wellington Management January 2015 - Present
Wellington Management October 2011 - December 2014
Wellington Management July 2010 - October 2011
Wellington Management February 2007 - July 2010
Wellington Management August 2001 - February 2007
Congress Asset Management September 2000 - August 2001
Congress Asset Management July 1999 - September 2000
Skills
User Acceptance Testing, Training, Technical Training, Fixed Income, Finance, Testing, Risk Management, Business Intelligence, Trading, Problem Solving, Financial Analysis, Product Management, Investment Management, Business Analysis, Accounting, Equities, Financial Services
Education
Bryant University 1995 — 1999
Bachelor of Science in Business Administration, Major concentration in Accounting; Minor concentrations in Computer Information Systems and English
Stacey Zelno's Wellington Management Experience August 2011 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Tony Bilic Tony Bilic's Wellington Management Experience January 2001 - January 2010
Job Lead Software Engineer at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company January 2010 - Present
Wellington Management January 2001 - January 2010
AT&T January 1998 - December 2001
AT&T January 1992 - January 1998
Skills
Java Enterprise Edition, Oracle, Agile Methodologies, Java, PL/SQL, Unix, Databases, SQL, SDLC, XML, Software Development, SOA, Enterprise Architecture, Software Project..., Weblogic, JSP, Hibernate, Servlets, Web Services, JavaScript, Struts, UML, Maven, Documentum, .NET, C#, WPF Development, Grails, Groovy, ActiveMQ, Amazon Web Services..., MySQL, Trading Systems, Web Development, Linux, angular js, Spring, spring boot, bootstrap css, spring mvc
Education
Bryant University 1989 — 1991
BS, Computers
Wellington Management Company January 2010 - Present
Wellington Management January 2001 - January 2010
AT&T January 1998 - December 2001
AT&T January 1992 - January 1998
Skills
Java Enterprise Edition, Oracle, Agile Methodologies, Java, PL/SQL, Unix, Databases, SQL, SDLC, XML, Software Development, SOA, Enterprise Architecture, Software Project..., Weblogic, JSP, Hibernate, Servlets, Web Services, JavaScript, Struts, UML, Maven, Documentum, .NET, C#, WPF Development, Grails, Groovy, ActiveMQ, Amazon Web Services..., MySQL, Trading Systems, Web Development, Linux, angular js, Spring, spring boot, bootstrap css, spring mvc
Education
Bryant University 1989 — 1991
BS, Computers
Irina Kozorez Irina Kozorez's Wellington Management Experience 2001 - 2003
Job
Industry Financial Services
Experience
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Matthew Ross, CFA's Wellington Management Experience July 2013 - Present
Job Research Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2013 - Present
Wellington Management May 2011 - July 2013
Fidelity Investments May 2009 - May 2011
Education
Bryant University 2005 — 2009
Bachelor's, Finance
Wellington Management July 2013 - Present
Wellington Management May 2011 - July 2013
Fidelity Investments May 2009 - May 2011
Education
Bryant University 2005 — 2009
Bachelor's, Finance
Cody Zindler Cody Zindler's Wellington Management Experience 2008 - December 2012
Job Associate, Portfolio Compliance at PIMCO
Industry Capital Markets
Experience
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
PIMCO December 2014 - Present
Wellington Management 2008 - December 2012
Wellington Management 2006 - 2008
Wellington Management 2006 - 2006
Oppenheimer & Co. 2005 - 2006
Investors Bank & Trust 2005 - 2005
Edward Jones 2002 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Fixed Income Analysis, Finance, Financial Modeling, Hedge Funds, Securities, Credit, Strategy, Credit Risk, Microsoft Excel, Interest Rate Risk..., Trading, Econometrics, Performance Attribution, Compliance
Education
Moody's Analytics 2011 — 2011
Seminar, Fundamentals of Corporate Credit Analysis
Boston University Questrom School of Business 2006 — 2007
M.S., Investment Management
Montana State University-Bozeman 2000 — 2005
B.S., Business (Finance) & B.S., Economics, Cum Laude
Doana Cecan Guerrero's Wellington Management Experience 2004 - 2006
Job Investment Business Analyst / Product Specialist
Industry Investment Management
Experience
Charles River Development 2007 - Present
Income Research & Management 2007 - 2007
Wellington Management 2004 - 2006
Putnam Investments 2000 - 2003
Skills
Fixed Income, Bloomberg, Trading Systems, Equities, Trading, Equity Research, Portfolio Management, Market Data, Derivatives, Electronic Trading, FX Options, Agile Methodologies, Options, Hedge Funds, Order Management, Financial Services, Equity Trading, Financial Markets, Back Office, Equity Derivatives, Credit Derivatives, Reference Data, Quantitative Finance, Interest Rate..., Middle Office, Investment Management, Quantitative Analytics
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Massachusetts Institute of Technology 1996 — 2000
BS, Chemical Engineering
Charles River Development 2007 - Present
Income Research & Management 2007 - 2007
Wellington Management 2004 - 2006
Putnam Investments 2000 - 2003
Skills
Fixed Income, Bloomberg, Trading Systems, Equities, Trading, Equity Research, Portfolio Management, Market Data, Derivatives, Electronic Trading, FX Options, Agile Methodologies, Options, Hedge Funds, Order Management, Financial Services, Equity Trading, Financial Markets, Back Office, Equity Derivatives, Credit Derivatives, Reference Data, Quantitative Finance, Interest Rate..., Middle Office, Investment Management, Quantitative Analytics
Education
Boston University Questrom School of Business 2005 — 2006
MS, Investment Management
Massachusetts Institute of Technology 1996 — 2000
BS, Chemical Engineering
Sarah Mogg Ingoldsby's Wellington Management Experience April 2006 - Present
Job Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2006 - Present
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Financial Services
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance, General
Boston University 1994 — 1998
Bachelor of Science (BS), Education
Wellington Management April 2006 - Present
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Financial Services
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance, General
Boston University 1994 — 1998
Bachelor of Science (BS), Education
Allan Katz's Wellington Management Experience April 2010 - October 2010
Job NOC Manager at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact October 2010 - Present
Wellington Management April 2010 - October 2010
Thomson Reuters 2001 - 2010
Skills
ITIL Certified, Recruiting, Vendor Management, Data Center, IT Operations, Disaster Recovery, ITIL, Incident Management, Problem Management, IT Service Management, IT Management, SaaS, Operating Systems, Project Management, Information Technology, Service Management, WAN, IT Strategy, Technical Support, High Availability, Troubleshooting, Integration, Service Delivery, Security, Outsourcing, Virtualization, TCP/IP, Help Desk Support, System Deployment, Leadership, Management, VMware, Servers, Cisco Technologies, Networking
Education
Bridgewater State University
Bachelor, Management
Constant Contact October 2010 - Present
Wellington Management April 2010 - October 2010
Thomson Reuters 2001 - 2010
Skills
ITIL Certified, Recruiting, Vendor Management, Data Center, IT Operations, Disaster Recovery, ITIL, Incident Management, Problem Management, IT Service Management, IT Management, SaaS, Operating Systems, Project Management, Information Technology, Service Management, WAN, IT Strategy, Technical Support, High Availability, Troubleshooting, Integration, Service Delivery, Security, Outsourcing, Virtualization, TCP/IP, Help Desk Support, System Deployment, Leadership, Management, VMware, Servers, Cisco Technologies, Networking
Education
Bridgewater State University
Bachelor, Management
Clare Rose-Howard's Wellington Management Experience May 2000 - January 2002
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Norwex October 2014 - Present
Doterra Essential Oils February 2014 - Present
Build His Kingdom November 2006 - Present
Chef Allan's Inflight Catering, Inc. June 1997 - Present
Arbonne International November 2006 - December 2009
Wellington Management May 2000 - January 2002
ITS Associates August 1997 - May 2000
Grantham, Mayo, Van Otterloo September 1993 - July 1997
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Entreprenneurial Management
Norwex October 2014 - Present
Doterra Essential Oils February 2014 - Present
Build His Kingdom November 2006 - Present
Chef Allan's Inflight Catering, Inc. June 1997 - Present
Arbonne International November 2006 - December 2009
Wellington Management May 2000 - January 2002
ITS Associates August 1997 - May 2000
Grantham, Mayo, Van Otterloo September 1993 - July 1997
Education
Boston University Questrom School of Business 1997 — 2000
MBA, Entreprenneurial Management
Andrew More's Wellington Management Experience 2012 - Present
Job Assistant Vice President, Relationship Analyst at Wellington Management Company
Industry Investment Management
Experience
Wellington Management 2012 - Present
Skills
Investment Management, Fixed Income, Asset Managment, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Relationship Management, Account Management
Education
Boston University Questrom School of Business 2001 — 2004
Master of Business Administration (M.B.A.)
Colby College 1983 — 1987
BA
Wellington Management 2012 - Present
Skills
Investment Management, Fixed Income, Asset Managment, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Relationship Management, Account Management
Education
Boston University Questrom School of Business 2001 — 2004
Master of Business Administration (M.B.A.)
Colby College 1983 — 1987
BA
Emily Wilson, CFA, CIPM's Wellington Management Experience October 2012 - Present
Job Fixed Income Business Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2012 - Present
Wellington Management June 2008 - October 2012
Income Research & Management September 2007 - May 2008
Income Research & Management August 2006 - September 2007
State Street September 2005 - August 2006
Skills
Fixed Income, Marketing, GIPS Compliance, Asset Managment, Investments, Mutual Funds, Bonds, Investment Management, Asset Management, Investment Strategies, Financial Services
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Bowdoin College 2000 — 2004
BA, Bioethics, Gender & Women's Studies
Wellington Management October 2012 - Present
Wellington Management June 2008 - October 2012
Income Research & Management September 2007 - May 2008
Income Research & Management August 2006 - September 2007
State Street September 2005 - August 2006
Skills
Fixed Income, Marketing, GIPS Compliance, Asset Managment, Investments, Mutual Funds, Bonds, Investment Management, Asset Management, Investment Strategies, Financial Services
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Bowdoin College 2000 — 2004
BA, Bioethics, Gender & Women's Studies
Paula Timofeev's Wellington Management Experience October 2006 - Present
Job Operational Risk Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2006 - Present
Wellington Management July 2011 - September 2012
Wellington Management June 2009 - June 2011
Wellington Management February 2008 - June 2009
Wellington Management October 2006 - February 2008
PricewaterhouseCoopers August 2001 - October 2006
Education
Boston University Questrom School of Business 1998 — 2001
BSBA, Accounting
GRHS
Wellington Management October 2006 - Present
Wellington Management July 2011 - September 2012
Wellington Management June 2009 - June 2011
Wellington Management February 2008 - June 2009
Wellington Management October 2006 - February 2008
PricewaterhouseCoopers August 2001 - October 2006
Education
Boston University Questrom School of Business 1998 — 2001
BSBA, Accounting
GRHS
Kimberley Majury Albanese's Wellington Management Experience AuditorPrice Waterhouse1990 - 1994
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management AuditorPrice Waterhouse1990 - 1994
Education
Boston University Questrom School of Business 1990 — 1991
MBA
Eckerd College 1986 — 1989
BA, Management
Wellington Management AuditorPrice Waterhouse1990 - 1994
Education
Boston University Questrom School of Business 1990 — 1991
MBA
Eckerd College 1986 — 1989
BA, Management
Jason Daniels's Wellington Management Experience March 2015 - Present
Job Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Statia Hafer's Wellington Management Experience October 2003 - November 2005
Job Global Manager Revenue and Marketing Effectiveness
Industry Retail
Experience
Gap Inc. May 2012 - Present
Gap Inc. April 2009 - May 2012
The Gap Inc September 2007 - April 2009
Kaiser Permanente August 2006 - August 2007
Wellington Management October 2003 - November 2005
English Emersion School August 2001 - September 2003
Navigant July 1999 - July 2001
Skills
Complex Analysis, Business Modeling, Process Development, Forecasting, Budgeting, Metrics, Financial Analysis, Gross Margin, Data Analysis, Change Management, Strategy Development, Revenue Forecasting, Pricing Analysis, Pricing Strategy, Marketing Strategy, Marketing Analytics, Business Analytics, Revenue Analysis, Profit Maximization
Education
Brandeis University, Lemberg - International Business School 2004 — 2005
Masters of Science, International Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Economics
Gap Inc. May 2012 - Present
Gap Inc. April 2009 - May 2012
The Gap Inc September 2007 - April 2009
Kaiser Permanente August 2006 - August 2007
Wellington Management October 2003 - November 2005
English Emersion School August 2001 - September 2003
Navigant July 1999 - July 2001
Skills
Complex Analysis, Business Modeling, Process Development, Forecasting, Budgeting, Metrics, Financial Analysis, Gross Margin, Data Analysis, Change Management, Strategy Development, Revenue Forecasting, Pricing Analysis, Pricing Strategy, Marketing Strategy, Marketing Analytics, Business Analytics, Revenue Analysis, Profit Maximization
Education
Brandeis University, Lemberg - International Business School 2004 — 2005
Masters of Science, International Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors of Science, Economics
Skye Morse's Wellington Management Experience July 2004 - January 2007
Job Commercial Asset Manager US Private Equity at D. E. Shaw
Industry Renewables & Environment
Experience
The D. E. Shaw Group August 2015 - Present
Ogin, Inc. January 2014 - July 2015
Ogin, Inc. (formerly FloDesign Wind Turbine) February 2011 - January 2014
DNV GL - Renewables (formerly DNV Renewables) September 2008 - January 2011
Goldman Sachs January 2007 - February 2008
Wellington Management July 2004 - January 2007
Trust Company of Vermont June 2003 - August 2003
Skills
Renewable Energy, Energy, Wind, Data Analysis, Alternative Energy, Matlab, Project Management, Financial Modeling, Wind Turbines, Energy Efficiency, Entrepreneurship, Turbines, Sustainable Energy, Due Diligence, Solar Energy, Photovoltaics, Cleantech
Education
Brandeis International Business School 2003 — 2005
MAief, International Economics and Finance
Erasmus Universiteit Rotterdam 2003 — 2004
Certificate, Logistics
Brandeis University 1999 — 2003
BA, Economics
The D. E. Shaw Group August 2015 - Present
Ogin, Inc. January 2014 - July 2015
Ogin, Inc. (formerly FloDesign Wind Turbine) February 2011 - January 2014
DNV GL - Renewables (formerly DNV Renewables) September 2008 - January 2011
Goldman Sachs January 2007 - February 2008
Wellington Management July 2004 - January 2007
Trust Company of Vermont June 2003 - August 2003
Skills
Renewable Energy, Energy, Wind, Data Analysis, Alternative Energy, Matlab, Project Management, Financial Modeling, Wind Turbines, Energy Efficiency, Entrepreneurship, Turbines, Sustainable Energy, Due Diligence, Solar Energy, Photovoltaics, Cleantech
Education
Brandeis International Business School 2003 — 2005
MAief, International Economics and Finance
Erasmus Universiteit Rotterdam 2003 — 2004
Certificate, Logistics
Brandeis University 1999 — 2003
BA, Economics
Jessica Gravel's Wellington Management Experience July 2012 - Present
Job Bank Loan Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2012 - Present
Wellington Management August 2008 - July 2012
State Street Corp 2006 - August 2008
Investors Bank & Trust Co 2005 - 2006
State Street Corp 2002 - 2005
Skills
Corporate Actions, Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Fund Accounting, Equities, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA
Bridgewater State University 2008 — 2009
Graduate Certificate, Finance
Bridgewater State University 1998 — 2003
BA, History
Wellington Management July 2012 - Present
Wellington Management August 2008 - July 2012
State Street Corp 2006 - August 2008
Investors Bank & Trust Co 2005 - 2006
State Street Corp 2002 - 2005
Skills
Corporate Actions, Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Fund Accounting, Equities, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA
Bridgewater State University 2008 — 2009
Graduate Certificate, Finance
Bridgewater State University 1998 — 2003
BA, History
Scott Dolny's Wellington Management Experience July 2012 - Present
Job Managing Director of Talent at Wellington Management
Industry Human Resources
Experience
Wellington Management July 2012 - Present
Bank of America March 2012 - June 2012
Bank of America August 2011 - March 2012
Bank of America October 2009 - July 2011
Bank of America May 2006 - October 2009
Accenture September 1997 - April 2006
ViaCell 1996 - 1997
Education
Boston University 1992 — 1996
Bachelor of Science (B.S.), Mass Communications & Public Relations
Wellington Management July 2012 - Present
Bank of America March 2012 - June 2012
Bank of America August 2011 - March 2012
Bank of America October 2009 - July 2011
Bank of America May 2006 - October 2009
Accenture September 1997 - April 2006
ViaCell 1996 - 1997
Education
Boston University 1992 — 1996
Bachelor of Science (B.S.), Mass Communications & Public Relations
Diana Kaschub Winalski's Wellington Management Experience October 1999 - January 2005
Job Director, 401(k) Investments at Xerox Corporation
Industry Financial Services
Experience
Xerox Corporation July 2008 - Present
Rocaton Investment Advisors October 2005 - December 2007
Wellington Management October 1999 - January 2005
Fidelity Investments September 1997 - October 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments August 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Analysis, Retirement, Asset Management
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance/Marketing
Simmons College 1989 — 1993
BA, Finance/Economics
Institut D'Etudes European - Paris 1992 — 1992
Semester Abroad, French
New Canaan High School
Xerox Corporation July 2008 - Present
Rocaton Investment Advisors October 2005 - December 2007
Wellington Management October 1999 - January 2005
Fidelity Investments September 1997 - October 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments August 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Analysis, Retirement, Asset Management
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance/Marketing
Simmons College 1989 — 1993
BA, Finance/Economics
Institut D'Etudes European - Paris 1992 — 1992
Semester Abroad, French
New Canaan High School
Dermot Nugent's Wellington Management Experience January 2012 - Present
Job Manager, Asset Allocation Portfolio Analysis at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2012 - Present
Wellington Management April 2006 - December 2011
Wellington Management February 2004 - March 2006
Skills
Bloomberg, Portfolio Management, Equities, Asset Management, Fixed Income, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Securities, Derivatives, Investment Management
Education
Boston University - School of Management 2004 — 2005
MSIM
Gettysburg College 1996 — 2000
BA, Business Management
Wellington Management January 2012 - Present
Wellington Management April 2006 - December 2011
Wellington Management February 2004 - March 2006
Skills
Bloomberg, Portfolio Management, Equities, Asset Management, Fixed Income, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Securities, Derivatives, Investment Management
Education
Boston University - School of Management 2004 — 2005
MSIM
Gettysburg College 1996 — 2000
BA, Business Management
Jon Lavender's Wellington Management Experience September 2004 - Present
Job Fixed Income Trader at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2004 - Present
Commonwealth Foreign Exchange November 2003 - September 2004
Standish Mellon 2001 - 2003
Skills
Fixed Income, Bloomberg, Alternative Investments, Asset Allocation, Bonds, Asset Management, Derivatives, Investment Management, Portfolio Management, Securities, Trading, Mutual Funds
Education
Bryant University 2004 — 2007
MBA
Tulane University - A.B. Freeman School of Business 1995 — 1999
BSM
Wellington Management September 2004 - Present
Commonwealth Foreign Exchange November 2003 - September 2004
Standish Mellon 2001 - 2003
Skills
Fixed Income, Bloomberg, Alternative Investments, Asset Allocation, Bonds, Asset Management, Derivatives, Investment Management, Portfolio Management, Securities, Trading, Mutual Funds
Education
Bryant University 2004 — 2007
MBA
Tulane University - A.B. Freeman School of Business 1995 — 1999
BSM
Boris Kozorez's Wellington Management Experience 2001 - 2006
Job Analytics Developer at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management April 2009 - Present
Wellington Management Group January 2007 - December 2008
Wellington Management 2001 - 2006
Education
Boston University Questrom School of Business
Standish Mellon Asset Management April 2009 - Present
Wellington Management Group January 2007 - December 2008
Wellington Management 2001 - 2006
Education
Boston University Questrom School of Business
Jennifer Forrest's Wellington Management Experience March 2004 - January 2006
Job Client Services Director at Three Bell Capital
Industry Financial Services
Experience
Three Bell Capital July 2013 - Present
Wellington Management Company, LLP May 2010 - December 2010
Wellington Management Company January 2006 - May 2010
Wellington Management March 2004 - January 2006
BancBoston Capital (Fleet Bank) February 2003 - March 2004
Skills
Fixed Income, Equities, Asset Management, Financial Modeling
Education
Brigham Young University 1999 — 2002
BA, Communications - Marketing
Three Bell Capital July 2013 - Present
Wellington Management Company, LLP May 2010 - December 2010
Wellington Management Company January 2006 - May 2010
Wellington Management March 2004 - January 2006
BancBoston Capital (Fleet Bank) February 2003 - March 2004
Skills
Fixed Income, Equities, Asset Management, Financial Modeling
Education
Brigham Young University 1999 — 2002
BA, Communications - Marketing
Haobo Zuo, CFA, FRM's Wellington Management Experience October 2013 - Present
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2013 - Present
Wellington Management October 2011 - December 2013
Wellington Management Co. August 2012 - October 2013
Wellington Management Co. November 2003 - August 2012
Lenovo January 2001 - May 2001
China Ordins Corporation July 1995 - December 2000
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equities, Asset Allocation, Investment Management, Bloomberg, Investments, Alternative Investments, Private Equity, Trading
Education
Boston University Questrom School of Business 2001 — 2003
MS.MBA, Finance
Renmin University of China 1991 — 1995
BA, Economics
Wellington Management October 2013 - Present
Wellington Management October 2011 - December 2013
Wellington Management Co. August 2012 - October 2013
Wellington Management Co. November 2003 - August 2012
Lenovo January 2001 - May 2001
China Ordins Corporation July 1995 - December 2000
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Financial Modeling, Equities, Asset Allocation, Investment Management, Bloomberg, Investments, Alternative Investments, Private Equity, Trading
Education
Boston University Questrom School of Business 2001 — 2003
MS.MBA, Finance
Renmin University of China 1991 — 1995
BA, Economics
Marc Clasby's Wellington Management Experience 1996 - 2000
Job IT Application Engineer
Industry Information Technology and Services
Experience
GMO June 2002 - Present
Fidelity Investments – Boston, MA 2000 - 2001
SunGard Financial Systems 2000 - 2000
Wellington Management 1996 - 2000
Skills
Operations Management, Application Management, Database Administration, Desktop Systems, Job Scheduling, Release Management, Change Management, Service Management, Martial Arts, Karate, Self Defense, Judo, Sparring, Workload Management, Tidal Enterprise..., Scheduling Tools, Powershell, Architectures, SDLC, Business Analysis, ITIL, VMware, Business Intelligence, Microsoft SQL Server, Application Lifecycle..., Enterprise Software, Information Technology, Prioritize Workload, Agile Methodologies, Architecture, Analysis, Infrastructure, Databases, SQL
Education
Bridgewater State College
Northeastern University
University of Massachusetts at Lowell
GMO June 2002 - Present
Fidelity Investments – Boston, MA 2000 - 2001
SunGard Financial Systems 2000 - 2000
Wellington Management 1996 - 2000
Skills
Operations Management, Application Management, Database Administration, Desktop Systems, Job Scheduling, Release Management, Change Management, Service Management, Martial Arts, Karate, Self Defense, Judo, Sparring, Workload Management, Tidal Enterprise..., Scheduling Tools, Powershell, Architectures, SDLC, Business Analysis, ITIL, VMware, Business Intelligence, Microsoft SQL Server, Application Lifecycle..., Enterprise Software, Information Technology, Prioritize Workload, Agile Methodologies, Architecture, Analysis, Infrastructure, Databases, SQL
Education
Bridgewater State College
Northeastern University
University of Massachusetts at Lowell
Vincent P. Pietropaolo's Wellington Management Experience March 2006 - December 2008
Job Managing Director and Senior Counsel at Manulife Asset Management
Industry Legal Services
Experience
Manulife Asset Management November 2009 - Present
Wellington Management March 2006 - December 2008
Bank of America December 1999 - March 2006
Morgan, Lewis & Bockius LLP October 1998 - December 1999
Skills
Securities, Mutual Funds, Securities Regulation, Alternative Investments, Investments, Asset Managment, Equities, Investment Management, Due Diligence, Fixed Income, AML, Asset Management, Asset Allocation
Education
Boston University School of Law 1997 — 2001
LL.M., Banking and Finance
Quinnipiac University School of Law 1993 — 1996
J.D.
Salem State University 1990 — 1992
B.S., Political Science
Manulife Asset Management November 2009 - Present
Wellington Management March 2006 - December 2008
Bank of America December 1999 - March 2006
Morgan, Lewis & Bockius LLP October 1998 - December 1999
Skills
Securities, Mutual Funds, Securities Regulation, Alternative Investments, Investments, Asset Managment, Equities, Investment Management, Due Diligence, Fixed Income, AML, Asset Management, Asset Allocation
Education
Boston University School of Law 1997 — 2001
LL.M., Banking and Finance
Quinnipiac University School of Law 1993 — 1996
J.D.
Salem State University 1990 — 1992
B.S., Political Science
Meagen Sweeney's Wellington Management Experience May 2004 - Present
Job Vice President, Fixed Income Global Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2004 - Present
Standish 1997 - May 2004
Skills
Fixed Income, Bloomberg, Derivatives, Trading Systems
Education
Bryant University 1990 — 1994
Wellington Management May 2004 - Present
Standish 1997 - May 2004
Skills
Fixed Income, Bloomberg, Derivatives, Trading Systems
Education
Bryant University 1990 — 1994
Colleen Doherty's Wellington Management Experience AuditorState StreetJuly 2004 - September 2006
Job Performance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management AuditorState StreetJuly 2004 - September 2006
Education
Boston University Questrom School of Business 2008 — 2009
MSIM
Suffolk University - Sawyer Business School 2005 — 2007
MBA, International Business
Fordham University 2000 — 2004
Wellington Management AuditorState StreetJuly 2004 - September 2006
Education
Boston University Questrom School of Business 2008 — 2009
MSIM
Suffolk University - Sawyer Business School 2005 — 2007
MBA, International Business
Fordham University 2000 — 2004
Stephanie Frazier, CIPM's Wellington Management Experience October 2010 - May 2014
Job Senior Client Reporting Associate
Industry Financial Services
Experience
Acadian Asset Management May 2014 - Present
Wellington Management October 2010 - May 2014
Pioneer Investments Management, Inc April 2008 - October 2010
Pioneer Investments Management, Inc November 2006 - April 2008
Pioneer Investments Management, Inc May 2004 - November 2006
Pioneer Investments Management, Inc June 2003 - May 2004
Skills
Portfolio Management, Finance, Bloomberg, Fixed Income, Equities, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Securities, Asset Allocation
Education
Boston University 2004 — 2007
Master of Science, Financial Economics
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science, Economics
Acadian Asset Management May 2014 - Present
Wellington Management October 2010 - May 2014
Pioneer Investments Management, Inc April 2008 - October 2010
Pioneer Investments Management, Inc November 2006 - April 2008
Pioneer Investments Management, Inc May 2004 - November 2006
Pioneer Investments Management, Inc June 2003 - May 2004
Skills
Portfolio Management, Finance, Bloomberg, Fixed Income, Equities, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Securities, Asset Allocation
Education
Boston University 2004 — 2007
Master of Science, Financial Economics
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science, Economics
Maria Mahdasian's Wellington Management Experience April 1999 - March 2014
Job HY Trader at Wellington Management
Industry Investment Management
Experience
Boston Investment Management Professional March 2014 - Present
Wellington Management April 1999 - March 2014
CSFB Asset Management May 1993 - October 1994
State Street Global Advisors (STT) 1988 - 1993
Education
Boston University Questrom School of Business
MBA, Finance
University of Wisconsin-Madison 1981 — 1985
B.S., Economics
Boston Investment Management Professional March 2014 - Present
Wellington Management April 1999 - March 2014
CSFB Asset Management May 1993 - October 1994
State Street Global Advisors (STT) 1988 - 1993
Education
Boston University Questrom School of Business
MBA, Finance
University of Wisconsin-Madison 1981 — 1985
B.S., Economics
Eric Pearlman's Wellington Management Experience February 2008 - December 2008
Job Investment Management Professional
Industry Financial Services
Experience
Wellington Management February 2008 - December 2008
Standish Mellon Asset Management September 2004 - January 2008
The Boston Company Asset Management 2003 - 2004
Education
Boston University Questrom School of Business 2002 — 2007
MBA, Finance
Syracuse University 1994 — 1998
Wellington Management February 2008 - December 2008
Standish Mellon Asset Management September 2004 - January 2008
The Boston Company Asset Management 2003 - 2004
Education
Boston University Questrom School of Business 2002 — 2007
MBA, Finance
Syracuse University 1994 — 1998
Dave Borah's Wellington Management Experience August 1998 - June 2000
Job PM, Sr Research Analyst at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC September 2013 - Present
Century Capital Management January 2004 - August 2013
Pilgrim Baxter & Associates/Liberty Ridge Capital 2000 - 2004
Wellington Management August 1998 - June 2000
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA
Brown University 1988 — 1992
BA, History
The Boston Company Asset Management, LLC September 2013 - Present
Century Capital Management January 2004 - August 2013
Pilgrim Baxter & Associates/Liberty Ridge Capital 2000 - 2004
Wellington Management August 1998 - June 2000
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA
Brown University 1988 — 1992
BA, History
Jeffrey Morrissey's Wellington Management Experience August 2013 - Present
Job Lead Systems Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2013 - Present
State Street Global Advisors January 2011 - August 2013
State Street Global Advisors October 2008 - December 2010
State Street Global Advisors July 2006 - October 2008
State Street Global Markets September 2000 - July 2006
Fidelity Capital Markets June 1998 - September 2000
Cambridge Soundworks 1994 - 1998
Skills
Fixed Income, Credit Derivatives, Interest Rate..., International Equities, Convertible Bonds, Convertible Arbitrage, Risk Management, Counterparty Risk, Commodities, Hedge Funds, Interest Rate Swaps, Equities, Alternative Investments, Securities Lending, SQL, Software Development, Software Design, Scalable Web..., Agile Methodologies, Derivatives, Quantitative Analytics, Valuation, Prime Brokerage, Commodity, Portfolio Management, Investments
Education
Brandeis International Business School 2005 — 2008
MsF, Finance - International Investments
University of Massachusetts Boston 1997 — 2001
BA, Computer Science
Wellington Management August 2013 - Present
State Street Global Advisors January 2011 - August 2013
State Street Global Advisors October 2008 - December 2010
State Street Global Advisors July 2006 - October 2008
State Street Global Markets September 2000 - July 2006
Fidelity Capital Markets June 1998 - September 2000
Cambridge Soundworks 1994 - 1998
Skills
Fixed Income, Credit Derivatives, Interest Rate..., International Equities, Convertible Bonds, Convertible Arbitrage, Risk Management, Counterparty Risk, Commodities, Hedge Funds, Interest Rate Swaps, Equities, Alternative Investments, Securities Lending, SQL, Software Development, Software Design, Scalable Web..., Agile Methodologies, Derivatives, Quantitative Analytics, Valuation, Prime Brokerage, Commodity, Portfolio Management, Investments
Education
Brandeis International Business School 2005 — 2008
MsF, Finance - International Investments
University of Massachusetts Boston 1997 — 2001
BA, Computer Science
Mark Viviano's Wellington Management Experience April 2002 - Present
Job Energy Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2002 - Present
Education
Boston University Questrom School of Business 2002 — 2004
MS, Investment Management
Hamilton College 1995 — 1999
Wellington Management April 2002 - Present
Education
Boston University Questrom School of Business 2002 — 2004
MS, Investment Management
Hamilton College 1995 — 1999
Morgan Beucler's Wellington Management Experience 2006 - Present
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2006 - Present
Wellington Management 2008 - 2011
Education
Boston University Graduate School of Management 2011 — 2014
Smith College
Wellington Management 2006 - Present
Wellington Management 2008 - 2011
Education
Boston University Graduate School of Management 2011 — 2014
Smith College
Jennifer Weiser's Wellington Management Experience August 2010 - Present
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Bloomberg, Business Strategy, Wealth Management, Equities, Fixed Income, Portfolio Management, Finance, Asset Management, Investments
Education
Brandeis International Business School 2008 — 2010
MAief, International Economics & Finance
ESADE Business & Law School 2009 — 2009
Exchange Student
Wheaton College (MA) 2002 — 2006
BA, Mathematics, Economics
Wellington Management August 2010 - Present
Merrill Lynch August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Bloomberg, Business Strategy, Wealth Management, Equities, Fixed Income, Portfolio Management, Finance, Asset Management, Investments
Education
Brandeis International Business School 2008 — 2010
MAief, International Economics & Finance
ESADE Business & Law School 2009 — 2009
Exchange Student
Wheaton College (MA) 2002 — 2006
BA, Mathematics, Economics
Sasha Jack's Wellington Management Experience February 2006 - December 2008
Job Programs and Communications Specialist for Corporate Art at Fidelity Investments
Industry Fine Art
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments January 2011 - April 2014
Peabody Essex Museum February 2009 - January 2011
Wellington Management February 2006 - December 2008
Miller Block Gallery June 2005 - February 2006
Alpha Gallery June 2005 - February 2006
Museum of Fine Arts, Boston October 2005 - January 2006
Boston Photo Collaborative June 2004 - August 2004
Jacob's Pillow Dance Festival June 2003 - August 2003
Skills
Records Management, Copyright Law, Museums, Art History, Art, Administrative..., Arts Administration, Museum Collections, Cataloging, FileMaker, Curating, Non-profits
Education
Boston University 2006 — 2008
MS, Arts Administration
Williams College 2001 — 2005
BA, Art
Fidelity Investments April 2014 - Present
Fidelity Investments January 2011 - April 2014
Peabody Essex Museum February 2009 - January 2011
Wellington Management February 2006 - December 2008
Miller Block Gallery June 2005 - February 2006
Alpha Gallery June 2005 - February 2006
Museum of Fine Arts, Boston October 2005 - January 2006
Boston Photo Collaborative June 2004 - August 2004
Jacob's Pillow Dance Festival June 2003 - August 2003
Skills
Records Management, Copyright Law, Museums, Art History, Art, Administrative..., Arts Administration, Museum Collections, Cataloging, FileMaker, Curating, Non-profits
Education
Boston University 2006 — 2008
MS, Arts Administration
Williams College 2001 — 2005
BA, Art
Rob DeFreitas's Wellington Management Experience October 2006 - December 2008
Job Senior Investor Relations Officer at Summit Partners
Industry Investment Management
Experience
Summit Partners April 2015 - Present
Alydar Capital, LLC January 2012 - March 2015
Oechsle International Advisors, LLC January 2010 - January 2012
Wellington Management October 2006 - December 2008
Wellington Management February 2000 - September 2006
J.P. Morgan Investment Management November 1994 - January 2000
J.P. Morgan & Co., Inc. July 1988 - October 1994
Skills
Asset Management, Asset Managment, Capital Markets, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Equities, Financial Services, Investment Management, Investment Banking, CRM, Wealth Management, Relationship Management, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA
Bowdoin College 1984 — 1988
AB
Pomfret School 1982 — 1984
Dennis-Yarmouth Regional High School 1980 — 1981
Summit Partners April 2015 - Present
Alydar Capital, LLC January 2012 - March 2015
Oechsle International Advisors, LLC January 2010 - January 2012
Wellington Management October 2006 - December 2008
Wellington Management February 2000 - September 2006
J.P. Morgan Investment Management November 1994 - January 2000
J.P. Morgan & Co., Inc. July 1988 - October 1994
Skills
Asset Management, Asset Managment, Capital Markets, Hedge Funds, Investments, Leadership, Portfolio Management, Strategy, Equities, Financial Services, Investment Management, Investment Banking, CRM, Wealth Management, Relationship Management, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA
Bowdoin College 1984 — 1988
AB
Pomfret School 1982 — 1984
Dennis-Yarmouth Regional High School 1980 — 1981
Martin Middleton's Wellington Management Experience 1993 - 1995
Job DevOps Consultant at Elyxor, Inc
Industry Financial Services
Experience
Elyxor, Inc March 2015 - Present
Omgeo September 2011 - March 2015
Omgeo September 2009 - September 2011
Omgeo March 2004 - September 2009
Oryxa 2002 - 2003
SpeechWorks 2002 - 2002
SpeechWorks 1998 - 2002
Fidelity Management Research Corp 1998 - 1998
Vicorp 1995 - 1998
Wellington Management 1993 - 1995
Skills
DevOps, Unix Shell Scripting, Unix, Solaris, Linux, Continuous Integration, Continous Deployment, Software Deployment..., Agile Methodologies, SDLC, Integration, Databases, Perl, ClearCase, Servers, Operating Systems, Shell Scripting
Education
Bridgewater State University 1983 — 1985
BS, Computer Science
Kansas State University 1981 — 1983
Associate, Computer Science
Elyxor, Inc March 2015 - Present
Omgeo September 2011 - March 2015
Omgeo September 2009 - September 2011
Omgeo March 2004 - September 2009
Oryxa 2002 - 2003
SpeechWorks 2002 - 2002
SpeechWorks 1998 - 2002
Fidelity Management Research Corp 1998 - 1998
Vicorp 1995 - 1998
Wellington Management 1993 - 1995
Skills
DevOps, Unix Shell Scripting, Unix, Solaris, Linux, Continuous Integration, Continous Deployment, Software Deployment..., Agile Methodologies, SDLC, Integration, Databases, Perl, ClearCase, Servers, Operating Systems, Shell Scripting
Education
Bridgewater State University 1983 — 1985
BS, Computer Science
Kansas State University 1981 — 1983
Associate, Computer Science
Brandon Hicks's Wellington Management Experience May 2013 - Present
Job Compliance Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Wellington Management May 2010 - May 2013
BNY Mellon October 2007 - May 2010
MacKenzie Partners 2006 - 2007
Skills
Asset Managment, Bloomberg, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Bonds, Financial Risk, Trading, Financial Services, Analysis
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Fordham University 2003 — 2007
BS, Business Administration, Finance
Wellington Management May 2013 - Present
Wellington Management May 2010 - May 2013
BNY Mellon October 2007 - May 2010
MacKenzie Partners 2006 - 2007
Skills
Asset Managment, Bloomberg, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Bonds, Financial Risk, Trading, Financial Services, Analysis
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Fordham University 2003 — 2007
BS, Business Administration, Finance
Al Farley's Wellington Management Experience April 2001 - September 2012
Job Sales Trader at OTR Global
Industry Investment Management
Experience
OTR Global September 2012 - Present
Wellington Management April 2001 - September 2012
Wellington Management 1996 - 2001
State Street Bank 1993 - 1996
Education
Bridgewater State College
OTR Global September 2012 - Present
Wellington Management April 2001 - September 2012
Wellington Management 1996 - 2001
State Street Bank 1993 - 1996
Education
Bridgewater State College
Celene Klimas, CFA's Wellington Management Experience August 2010 - Present
Job Portfolio Communications Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Ian Gilfillan's Wellington Management Experience November 2014 - Present
Job Reconciliation Control Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2014 - Present
Philips June 2013 - August 2013
State Street August 2010 - July 2012
State Street October 2008 - August 2010
State Street September 2007 - October 2008
State Street February 2007 - September 2007
Skills
Mutual Funds, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Leadership, Training, CRM
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2001 — 2005
B.A., Economics
Wellington Management November 2014 - Present
Philips June 2013 - August 2013
State Street August 2010 - July 2012
State Street October 2008 - August 2010
State Street September 2007 - October 2008
State Street February 2007 - September 2007
Skills
Mutual Funds, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Leadership, Training, CRM
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Saint Lawrence University 2001 — 2005
B.A., Economics
Haig Toomajanian's Wellington Management Experience September 2014 - Present
Job Sr. Consultant
Industry Investment Management
Experience
Wellington Management September 2014 - Present
John Hancock August 2013 - August 2014
SSgA October 2012 - January 2013
Fidelity Investments June 2012 - September 2012
John Hancock August 2009 - December 2011
Harvard Management Company September 2007 - June 2009
Wellington Management August 2006 - August 2007
Putnam Investments April 1998 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Investments, Equities, Capital Markets, Hedge Funds, Asset Management
Education
Boston University Questrom School of Business
MBA
University of Massachusetts, Amherst
BS
Wellington Management September 2014 - Present
John Hancock August 2013 - August 2014
SSgA October 2012 - January 2013
Fidelity Investments June 2012 - September 2012
John Hancock August 2009 - December 2011
Harvard Management Company September 2007 - June 2009
Wellington Management August 2006 - August 2007
Putnam Investments April 1998 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Investments, Equities, Capital Markets, Hedge Funds, Asset Management
Education
Boston University Questrom School of Business
MBA
University of Massachusetts, Amherst
BS
Sonja Formato's Wellington Management Experience June 1997 - June 2005
Job National Account Manager at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Andrea Duncan's Wellington Management Experience October 2011 - July 2014
Job Operations Specialist at FHLB Boston
Industry Investment Management
Experience
Federal Home Loan Bank of Boston July 2014 - Present
Wellington Management October 2011 - July 2014
Wellington Management March 2008 - July 2011
Wellington Management 2006 - 2008
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Fund Accounting, Back Office, Investments, Securities, Investment Management, Derivatives, Bloomberg Terminal, Portfolio Management, Equity Derivatives, Bonds, Commodity, Financial Services, Hedge Funds
Education
Bridgewater State University 1992 — 1995
Bachelor's Degree, Finance and Financial Management Services
Federal Home Loan Bank of Boston July 2014 - Present
Wellington Management October 2011 - July 2014
Wellington Management March 2008 - July 2011
Wellington Management 2006 - 2008
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Fund Accounting, Back Office, Investments, Securities, Investment Management, Derivatives, Bloomberg Terminal, Portfolio Management, Equity Derivatives, Bonds, Commodity, Financial Services, Hedge Funds
Education
Bridgewater State University 1992 — 1995
Bachelor's Degree, Finance and Financial Management Services
Sheila Tully's Wellington Management Experience 1989 - 1996
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 1996 - Present
Wellington Management 1989 - 1996
State Street 1987 - 1989
Skills
Securities, Fixed Income, Bloomberg, Equities, Mutual Funds, Corporate Actions, Financial Services
Education
Boston University - Metropolitan College 2015 — 2015
CAIA Association/IMCA
Fundamentals of Alternative Investments Certificate Program
University of Massachusetts Boston 1983 — 1987
Bachelor of Science, Finance
Brown Brothers Harriman October 1996 - Present
Wellington Management 1989 - 1996
State Street 1987 - 1989
Skills
Securities, Fixed Income, Bloomberg, Equities, Mutual Funds, Corporate Actions, Financial Services
Education
Boston University - Metropolitan College 2015 — 2015
CAIA Association/IMCA
Fundamentals of Alternative Investments Certificate Program
University of Massachusetts Boston 1983 — 1987
Bachelor of Science, Finance
Benjamin Keating, CFA's Wellington Management Experience 2012 - Present
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management 2012 - Present
Hartford Investment Management 2005 - 2012
Capital Advisors Group 2002 - 2005
Standish Mellon Asset Management 1993 - 2002
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Equities, Series 7, Securities, Capital Markets, Series 63, Equity Research, Bonds, Derivatives, Emerging Markets, Valuation, Financial Modeling, Financial Services, Trading, Investment Advisory
Education
Boston University Questrom School of Business
M.B.A., Finance
Siena College
B.S. Finance, Finance, Accounting
Wellington Management 2012 - Present
Hartford Investment Management 2005 - 2012
Capital Advisors Group 2002 - 2005
Standish Mellon Asset Management 1993 - 2002
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Equities, Series 7, Securities, Capital Markets, Series 63, Equity Research, Bonds, Derivatives, Emerging Markets, Valuation, Financial Modeling, Financial Services, Trading, Investment Advisory
Education
Boston University Questrom School of Business
M.B.A., Finance
Siena College
B.S. Finance, Finance, Accounting
Eric R. Olander, CFA, CMT's Wellington Management Experience March 2012 - December 2013
Job Previously Portfolio Manager at Wellington Management
Industry
Experience
Wellington Management March 2012 - December 2013
Millennium Partners 2008 - April 2011
TUDOR INVESTMENT CORPORATION 2000 - 2007
Putnam Investments June 1995 - April 1998
Skills
Equities, Alternative Investments, Asset Management, Investments, Hedge Funds, Strategic Financial..., Portfolio Management
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Boston University - School of Management 1991 — 1995
Bachelor's degree, Accounting and Finance
Wellington Management March 2012 - December 2013
Millennium Partners 2008 - April 2011
TUDOR INVESTMENT CORPORATION 2000 - 2007
Putnam Investments June 1995 - April 1998
Skills
Equities, Alternative Investments, Asset Management, Investments, Hedge Funds, Strategic Financial..., Portfolio Management
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Boston University - School of Management 1991 — 1995
Bachelor's degree, Accounting and Finance
Latasha Robinson, CBCP, MBCP's Wellington Management Experience February 2015 - Present
Job AVP, Sr. Business Continuity Analyst at Wellington Management
Industry Investment Banking
Experience
Wellington Management February 2015 - Present
Citizens Bank June 2007 - January 2015
CVS Caremark Corporation April 2006 - February 2007
GTECH June 2005 - August 2005
Citizens Bank October 2003 - June 2005
Skills
Business Continuity..., Strategy, Training, Business Continuity, Information Technology, Business Impact Analysis, Team Leadership, Management, Six Sigma, Incident Management, Vendor Management, Governance, Risk Analysis, Fraud, SharePoint, MS Project, Team Building, Time Management, Strategic Planning
Education
Rhode Island School of Design 2012 — 2013
Drawing Techniques
Bryant University 2009 — 2009
Certificate, Project Management
Johnson & Wales University 2001 — 2003
B.S, Business Management
Johnson & Wales University 1999 — 2001
A.S., Computer Technology
Wellington Management February 2015 - Present
Citizens Bank June 2007 - January 2015
CVS Caremark Corporation April 2006 - February 2007
GTECH June 2005 - August 2005
Citizens Bank October 2003 - June 2005
Skills
Business Continuity..., Strategy, Training, Business Continuity, Information Technology, Business Impact Analysis, Team Leadership, Management, Six Sigma, Incident Management, Vendor Management, Governance, Risk Analysis, Fraud, SharePoint, MS Project, Team Building, Time Management, Strategic Planning
Education
Rhode Island School of Design 2012 — 2013
Drawing Techniques
Bryant University 2009 — 2009
Certificate, Project Management
Johnson & Wales University 2001 — 2003
B.S, Business Management
Johnson & Wales University 1999 — 2001
A.S., Computer Technology
Eddie Evans's Wellington Management Experience 2004 - 2007
Job Senior Portfolio Analyst at Colliers International Canada
Industry Real Estate
Experience
Colliers International Canada December 2014 - Present
Colliers International Canada December 2013 - Present
Cushman & Wakefield November 2011 - August 2013
Cushman & Wakefield January 2009 - November 2011
AMB Property Corporation January 2008 - December 2008
Tivoli Audio January 2007 - January 2008
Wellington Management 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Valuation, Investments, Accounts Payable, Yardi, Financial Accounting, Due Diligence, Real Estate, Microsoft Excel, Lease Administration, Corporate Finance, Microsoft Office
Education
University of Massachusetts Boston 2008 — 2010
MBA, Accounting and Finance
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS), International Management
BCC 1995 — 1999
Colliers International Canada December 2014 - Present
Colliers International Canada December 2013 - Present
Cushman & Wakefield November 2011 - August 2013
Cushman & Wakefield January 2009 - November 2011
AMB Property Corporation January 2008 - December 2008
Tivoli Audio January 2007 - January 2008
Wellington Management 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Valuation, Investments, Accounts Payable, Yardi, Financial Accounting, Due Diligence, Real Estate, Microsoft Excel, Lease Administration, Corporate Finance, Microsoft Office
Education
University of Massachusetts Boston 2008 — 2010
MBA, Accounting and Finance
Boston University - School of Management 1999 — 2003
Bachelor of Science (BS), International Management
BCC 1995 — 1999
Scott Dinjian's Wellington Management Experience July 2010 - September 2010
Job AVP GWIM Finance at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Wellington Management July 2010 - September 2010
BNY Mellon July 2006 - May 2010
BNY Mellon July 2004 - July 2006
FLEETBOSTON FINANCIAL May 2000 - July 2004
TJX COMPANIES, INC May 1999 - May 2000
STRATUS COMPUTER LTD May 1997 - May 1998
Education
Boston University 2002 — 2007
Master's of Science; Bachelor of Science, Financial Economics; Finance
Ithaca College 1995 — 1999
Bachelor of Science in Finance
Bank of America September 2010 - Present
Wellington Management July 2010 - September 2010
BNY Mellon July 2006 - May 2010
BNY Mellon July 2004 - July 2006
FLEETBOSTON FINANCIAL May 2000 - July 2004
TJX COMPANIES, INC May 1999 - May 2000
STRATUS COMPUTER LTD May 1997 - May 1998
Education
Boston University 2002 — 2007
Master's of Science; Bachelor of Science, Financial Economics; Finance
Ithaca College 1995 — 1999
Bachelor of Science in Finance
Denis Pyatchanin's Wellington Management Experience July 2011 - June 2012
Job Investment Analyst Derivatives Strategies at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management December 2013 - Present
360 Huntington Fund September 2010 - May 2013
Wellington Management July 2011 - June 2012
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Portfolio Management, PowerPoint, Morningstar, Investments, Bloomberg Terminal, Access, Equity Trading, Due Diligence, Fundamental Analysis, Technical Analysis, Analytics, Photoshop, Minitab, FactSet, Value Line, M&A, Capital IQ, Performance Attribution, Performance Analytics, Relationship Management, Derivatives, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA) & Master of Science in Finance (MSF), Business/Investments, MBA Achievers Scholarship Recipient
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Management and Finance, Dean's List, Merit Scholarship Recipient
American Embassy School, New Delhi, India 1994 — 2006
Elementary through High School
Manulife Asset Management December 2013 - Present
360 Huntington Fund September 2010 - May 2013
Wellington Management July 2011 - June 2012
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Portfolio Management, PowerPoint, Morningstar, Investments, Bloomberg Terminal, Access, Equity Trading, Due Diligence, Fundamental Analysis, Technical Analysis, Analytics, Photoshop, Minitab, FactSet, Value Line, M&A, Capital IQ, Performance Attribution, Performance Analytics, Relationship Management, Derivatives, Risk Management
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA) & Master of Science in Finance (MSF), Business/Investments, MBA Achievers Scholarship Recipient
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Management and Finance, Dean's List, Merit Scholarship Recipient
American Embassy School, New Delhi, India 1994 — 2006
Elementary through High School
Tim Manning's Wellington Management Experience October 2007 - Present
Job Managing Director, Portfolio Manager Mid Cap Growth at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Wellington Management October 2007 - Present
RiverSource Investments 2002 - 2007
John Hancock September 2000 - March 2002
State Street Research and Management April 1993 - August 2000
Skills
Portfolio Management, Hedge Funds, Equity Research, Domestic and Global..., Bloomberg, Investments, Valuation, Equity Valuation, Financial Modeling, Private Equity, Mutual Funds, Institutional Investors, Securities
Education
Boston University 1994 — 1997
BS, Summa Cum Laude, Economics
Damon SooHoo's Wellington Management Experience December 1996 - August 1998
Job Consultant Business Analysis at Staples
Industry Information Technology and Services
Experience
Staples May 2000 - Present
Wellington Management December 1996 - August 1998
State Street Bank June 1993 - June 1996
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Analysis, Project Facilitation, iRise requirements..., MS Office, Requirements..., MS Project, Project Coordination
Education
Boston University Questrom School of Business 1998 — 2000
MBA, MBA / MIS
University of Pennsylvania 1989 — 1993
BS, International Relations
Staples May 2000 - Present
Wellington Management December 1996 - August 1998
State Street Bank June 1993 - June 1996
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Analysis, Project Facilitation, iRise requirements..., MS Office, Requirements..., MS Project, Project Coordination
Education
Boston University Questrom School of Business 1998 — 2000
MBA, MBA / MIS
University of Pennsylvania 1989 — 1993
BS, International Relations
Garrett Mabee, MBA, CTP's Wellington Management Experience January 2011 - Present
Job Director of Treasury Operations at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Wellington Management January 2011 - Present
Wellington Management February 2008 - January 2011
Wellington Management February 2001 - January 2008
Fidelity Investments June 1998 - February 2001
Pioneer Investments September 1995 - June 1998
Skills
Cash Management, Financial Reporting, Derivatives, Financial Analysis, Accounting, FX, Treasury Management, Bloomberg, Financial Modeling, Investments, Cash Flow, Risk, Money Market, Liquidity Management, Credit Risk, Global Operations, Treasury Systems, Working Capital..., Cash Flow Forecasting, Banking, Strategic Planning, Process Optimization, Executive Reporting, Counterparty Risk, Workstations, Financial Regulation, FX Hedging, External Relationships, FX Options, Investment Management, Treasury
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Finance
State University of New York at New Paltz 1990 — 1994
BS, Accounting, 3.80 GPA
Kevin M. Barry, CFA's Wellington Management Experience January 1997 - Present
Job Managing Director, Equity Analyst
Industry Investment Management
Experience
Wellington Management January 1997 - Present
Wellington Management July 2009 - September 2014
Wellington Management July 1994 - December 1996
First National Bank of Boston January 1989 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Bowdoin College 1983 — 1986
AB
Wellington Management January 1997 - Present
Wellington Management July 2009 - September 2014
Wellington Management July 1994 - December 1996
First National Bank of Boston January 1989 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Bowdoin College 1983 — 1986
AB
Juhi Dhawan's Wellington Management Experience
Job Global macroanalyst at Wellington Management
Industry Investment Management
Experience
Wellington Management
Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Asset Management, Valuation, Macroeconomics, Portfolio Management, Banking, Asset Allocation, Equity Research
Education
Brown University 1989 — 1995
Economics
Brown University 1989 — 1995
Economics
Modern School 1973 — 1986
Modern School 1973 — 1986
Modern School 1973 — 1986
Wellington Management
Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Equities, Investment Management, Investments, Asset Management, Valuation, Macroeconomics, Portfolio Management, Banking, Asset Allocation, Equity Research
Education
Brown University 1989 — 1995
Economics
Brown University 1989 — 1995
Economics
Modern School 1973 — 1986
Modern School 1973 — 1986
Modern School 1973 — 1986
Binbin (Nita) He's Wellington Management Experience May 2015 - Present
Job Institutional Asset Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Boston Technologies Inc September 2013 - May 2015
CLSA March 2012 - March 2013
The University of Hong Kong January 2011 - August 2011
Education
Brandeis University 2011 — 2013
MA, International Economics and Finance
The University of Hong Kong 2008 — 2011
Bachelor's degree, Economics and Finance
University of Melbourne 2009 — 2009
Exchange Study, Economics
Tsinghua University 2007 — 2008
Preparatory program arranged by HKU, Economics and Management
Wellington Management May 2015 - Present
Boston Technologies Inc September 2013 - May 2015
CLSA March 2012 - March 2013
The University of Hong Kong January 2011 - August 2011
Education
Brandeis University 2011 — 2013
MA, International Economics and Finance
The University of Hong Kong 2008 — 2011
Bachelor's degree, Economics and Finance
University of Melbourne 2009 — 2009
Exchange Study, Economics
Tsinghua University 2007 — 2008
Preparatory program arranged by HKU, Economics and Management
Weiyu Hua's Wellington Management Experience September 2013 - January 2014
Job Senior Software Engineer (Financial)
Industry Information Technology and Services
Experience
Charles River Development January 2014 - Present
Wellington Management September 2013 - January 2014
BNY Mellon May 2006 - September 2013
CTC Communications Corporation October 2005 - May 2006
BBN Technologies April 2003 - October 2005
Genuity/GTE Internetworking November 1999 - April 2003
GTE Laboratories July 1997 - October 1999
Education
Boston University 2000 — 2003
Master of Business Administration (MBA)
Tufts University 1995 — 1997
Master of Science (M.S.), Electrical Engineering
Shanghai Jiao Tong University 1986 — 1990
Bachelor of Science (B.S.), Electrical Engineering
Charles River Development January 2014 - Present
Wellington Management September 2013 - January 2014
BNY Mellon May 2006 - September 2013
CTC Communications Corporation October 2005 - May 2006
BBN Technologies April 2003 - October 2005
Genuity/GTE Internetworking November 1999 - April 2003
GTE Laboratories July 1997 - October 1999
Education
Boston University 2000 — 2003
Master of Business Administration (MBA)
Tufts University 1995 — 1997
Master of Science (M.S.), Electrical Engineering
Shanghai Jiao Tong University 1986 — 1990
Bachelor of Science (B.S.), Electrical Engineering
Rosanne Kellner's Wellington Management Experience June 1985 - July 1997
Job Implementation Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems August 1997 - Present
Wellington Management June 1985 - July 1997
Education
Boston University Graduate School of Management
University of Vermont
Bachelor of Arts (B.A.)
SunGard Financial Systems August 1997 - Present
Wellington Management June 1985 - July 1997
Education
Boston University Graduate School of Management
University of Vermont
Bachelor of Arts (B.A.)
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC