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
Jackie Ngo Jackie Ngo's Wellington Management Experience January 2014 - Present
Job QA Software Tester at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management January 2014 - Present
Year Up September 2013 - Present
Kamman Farmer's Market November 2012 - August 2013
Hong Kong Market September 2011 - November 2012
Skills
Customer Service, Cashiering, Windows 7, Photoshop, Paint Tool SAI, Stock Control, PowerPoint, Microsoft Excel, Microsoft Word
Education
Cambridge College 2013 — 2014
Associate's Degree, Business Management
Wellington Management January 2014 - Present
Year Up September 2013 - Present
Kamman Farmer's Market November 2012 - August 2013
Hong Kong Market September 2011 - November 2012
Skills
Customer Service, Cashiering, Windows 7, Photoshop, Paint Tool SAI, Stock Control, PowerPoint, Microsoft Excel, Microsoft Word
Education
Cambridge College 2013 — 2014
Associate's Degree, Business Management
Moriah Davis's Wellington Management Experience August 2013 - January 2014
Job IT intern at Gallagher Student Health and Special Risk
Industry Information Technology and Services
Experience
Gallagher Student Health and Special Risk March 2014 - September 2015
Wellington Management August 2013 - January 2014
Skills
Presentations, PowerPoint, Public Speaking, Time Management, Writing, Creative Writing, Reading, Software, Windows 7, Help Desk Support, Desktop Computers, Laptops, Printers
Education
Cambridge College 2013 — 2014
Information Technology
Year Up, Inc. 2013 — 2014
Information Technology
Gallagher Student Health and Special Risk March 2014 - September 2015
Wellington Management August 2013 - January 2014
Skills
Presentations, PowerPoint, Public Speaking, Time Management, Writing, Creative Writing, Reading, Software, Windows 7, Help Desk Support, Desktop Computers, Laptops, Printers
Education
Cambridge College 2013 — 2014
Information Technology
Year Up, Inc. 2013 — 2014
Information Technology
Debra Lynn Wetmore Debra Lynn Wetmore's Wellington Management Experience October 1985 - August 1989
Job Human Resource Assistant at Pep Boys
Industry Financial Services
Experience
Crystal Run Healthcare June 2014 - Present
American Towman September 2004 - September 2013
Orange-Ulster BOCES October 2000 - June 2002
MacKay Shields February 1993 - January 1998
Long-Term Credit Bank of Japan (Peers & Company) September 1989 - February 1993
Wellington Management October 1985 - August 1989
Merrill Lynch September 1982 - September 1985
CBS Records April 1978 - August 1982
Skills
Customer Service, Administrative...
Education
City University of New York 1981 — 1984
Business, English
Berkeley-Claremont Business School 1977 — 1978
Executive Secretarial
Crystal Run Healthcare June 2014 - Present
American Towman September 2004 - September 2013
Orange-Ulster BOCES October 2000 - June 2002
MacKay Shields February 1993 - January 1998
Long-Term Credit Bank of Japan (Peers & Company) September 1989 - February 1993
Wellington Management October 1985 - August 1989
Merrill Lynch September 1982 - September 1985
CBS Records April 1978 - August 1982
Skills
Customer Service, Administrative...
Education
City University of New York 1981 — 1984
Business, English
Berkeley-Claremont Business School 1977 — 1978
Executive Secretarial
Jose Angeles's Wellington Management Experience November 2014 - Present
Job Analyst, Specialist at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management November 2014 - Present
Moderna Therapeutics September 2014 - November 2014
Wellington Management January 2014 - July 2014
Guardsmark August 2013 - July 2014
Savers September 2012 - April 2013
AlliedBarton Security Services October 2010 - July 2011
Showcase Cinema De Lux April 2010 - October 2010
Franklin Park Coalition June 2009 - August 2009
Skills
Windows XP, Security, Windows 7, Technical Support, Hardware, Physical Security, Troubleshooting, Security Management, Computer Hardware, Help Desk Support, Software Installation, Microsoft Office Suite..., Service Now, Entrust IdenityGuard..., Active Directory, Citrix, Laptops, Information Technology, Printers, Office 2010, Business Services, Desktop Computers, Remote Access, VMware, Microsoft Office
Education
Bunker Hill Community College
Bachelor's Degree, Information Technology
Year Up / Cambridge College 2013 — 2014
Information Technology
Brook Farm Business & Service Career Academy 2006 — 2010
High School Diploma
Wellington Management November 2014 - Present
Moderna Therapeutics September 2014 - November 2014
Wellington Management January 2014 - July 2014
Guardsmark August 2013 - July 2014
Savers September 2012 - April 2013
AlliedBarton Security Services October 2010 - July 2011
Showcase Cinema De Lux April 2010 - October 2010
Franklin Park Coalition June 2009 - August 2009
Skills
Windows XP, Security, Windows 7, Technical Support, Hardware, Physical Security, Troubleshooting, Security Management, Computer Hardware, Help Desk Support, Software Installation, Microsoft Office Suite..., Service Now, Entrust IdenityGuard..., Active Directory, Citrix, Laptops, Information Technology, Printers, Office 2010, Business Services, Desktop Computers, Remote Access, VMware, Microsoft Office
Education
Bunker Hill Community College
Bachelor's Degree, Information Technology
Year Up / Cambridge College 2013 — 2014
Information Technology
Brook Farm Business & Service Career Academy 2006 — 2010
High School Diploma
Santos Hernandez Santos Hernandez's Wellington Management Experience July 2013 - January 2014
Job Searching for a Permanent or Contract IT Position
Industry Information Technology and Services
Experience
Partners HealthCare February 2014 - April 2014
Wellington Management July 2013 - January 2014
University of Massachusetts Amherst September 2011 - December 2012
Chelsea REACH Program November 2009 - May 2011
Skills
Technical Support, Customer Service, Windows, Computer Hardware, Microsoft Office, Troubleshooting, PowerPoint, Customer Satisfaction, Microsoft Excel, Nonprofits, Photoshop, Active Directory, Microsoft Word, Teamwork, Software Installation, Laptops, Computer Software, Training, Desktop Support, Information Technology, Asset Management, Desktop Computers, Outlook, PC building, Computer Repair, Time Management, High Organizational..., Academic Tutoring, Youth Mentoring, Poetry, Encryption, Inventory Management, Windows 7
Education
Year Up 2013 — 2014
Information Technology
Cambridge College 2013 — 2014
Bachelor's of Science, Management
University of Massachusetts, Amherst 2011 — 2012
Bachelor's of Science, Kinesiology and Exercise Science
Chelsea High School 2007 — 2011
High School Diploma
Partners HealthCare February 2014 - April 2014
Wellington Management July 2013 - January 2014
University of Massachusetts Amherst September 2011 - December 2012
Chelsea REACH Program November 2009 - May 2011
Skills
Technical Support, Customer Service, Windows, Computer Hardware, Microsoft Office, Troubleshooting, PowerPoint, Customer Satisfaction, Microsoft Excel, Nonprofits, Photoshop, Active Directory, Microsoft Word, Teamwork, Software Installation, Laptops, Computer Software, Training, Desktop Support, Information Technology, Asset Management, Desktop Computers, Outlook, PC building, Computer Repair, Time Management, High Organizational..., Academic Tutoring, Youth Mentoring, Poetry, Encryption, Inventory Management, Windows 7
Education
Year Up 2013 — 2014
Information Technology
Cambridge College 2013 — 2014
Bachelor's of Science, Management
University of Massachusetts, Amherst 2011 — 2012
Bachelor's of Science, Kinesiology and Exercise Science
Chelsea High School 2007 — 2011
High School Diploma
Peterson Guerrier's Wellington Management Experience July 2015 - Present
Job Pricing Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
State Street January 2014 - June 2015
East Cambridge Savings Bank May 2009 - January 2014
east cambridge savings bank May 2012 - September 2012
Accion January 2009 - May 2009
Radcliffe Institute for Advanced Study at Harvard University May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Outlook, Data Entry, Time Management, Access, Research, QuickBooks, Accounting, Analysis, Marketing, Payroll, Social Media
Education
Colby Sawyer College 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Wellington Management July 2015 - Present
State Street January 2014 - June 2015
East Cambridge Savings Bank May 2009 - January 2014
east cambridge savings bank May 2012 - September 2012
Accion January 2009 - May 2009
Radcliffe Institute for Advanced Study at Harvard University May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Outlook, Data Entry, Time Management, Access, Research, QuickBooks, Accounting, Analysis, Marketing, Payroll, Social Media
Education
Colby Sawyer College 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Devin Brown Devin Brown's Wellington Management Experience June 2012 - November 2012
Job TMT Investment Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Wellington Management June 2012 - November 2012
GE June 2011 - August 2011
BERG Associates June 2010 - August 2010
Skills
Social Media, Microsoft Office, Microsoft Excel
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree, Psychology
JPMorgan Chase & Co. January 2015 - Present
Wellington Management June 2012 - November 2012
GE June 2011 - August 2011
BERG Associates June 2010 - August 2010
Skills
Social Media, Microsoft Office, Microsoft Excel
Education
College of the Holy Cross 2008 — 2012
Bachelor's Degree, Psychology
David Adames's Wellington Management Experience January 2015 - June 2015
Job Quality Assurance Engineer
Industry Information Technology and Services
Experience
Wellington Management January 2015 - June 2015
BJ's Wholesale Club August 2013 - April 2015
Skills
Information Technology, Quality Assurance, Customer Service, Microsoft Office, Business Analysis, Consulting, Leadership, SDLC, Requirements Analysis, Team Building, SQL, Outlook
Education
Year Up 2014 — 2015
Information Technology training, Information Technology
Cambridge College
Bachelor's Degree, Business Administration and Management, General, freshmen
Wellington Management January 2015 - June 2015
BJ's Wholesale Club August 2013 - April 2015
Skills
Information Technology, Quality Assurance, Customer Service, Microsoft Office, Business Analysis, Consulting, Leadership, SDLC, Requirements Analysis, Team Building, SQL, Outlook
Education
Year Up 2014 — 2015
Information Technology training, Information Technology
Cambridge College
Bachelor's Degree, Business Administration and Management, General, freshmen
Ashley Schappell D'Inverno Ashley Schappell D'Inverno's Wellington Management Experience June 2008 - June 2010
Job Director of Research and Compliance at NYC Board of Correction
Industry Research
Experience
NYC Board of Correction January 2015 - Present
Rutgers University September 2010 - Present
Vera Institute of Justice May 2012 - August 2012
Wellington Management June 2008 - June 2010
Skills
Prisoner Reentry, Psychology, Criminal Justice, Research, Program Development, Critical Thinking, Statistics, Quantitative Research, Social Services, Qualitative Research, Teaching, Research Design
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Doctor of Philosophy (PhD), Psychology
Columbia University in the City of New York 2006 — 2007
Master of Arts (M.A.), Clinical Psychology
The University of Georgia 2002 — 2006
Bachelor of Science (B.S.), Psychology
The University of Georgia 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
NYC Board of Correction January 2015 - Present
Rutgers University September 2010 - Present
Vera Institute of Justice May 2012 - August 2012
Wellington Management June 2008 - June 2010
Skills
Prisoner Reentry, Psychology, Criminal Justice, Research, Program Development, Critical Thinking, Statistics, Quantitative Research, Social Services, Qualitative Research, Teaching, Research Design
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Doctor of Philosophy (PhD), Psychology
Columbia University in the City of New York 2006 — 2007
Master of Arts (M.A.), Clinical Psychology
The University of Georgia 2002 — 2006
Bachelor of Science (B.S.), Psychology
The University of Georgia 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
Hanna Vasilenka's Wellington Management Experience January 2014 - Present
Job Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Python, Teamwork, Time Management, Leadership, Data Entry, Sales, Outlook, Access, Quality Assurance, Food, Windows, Windows 7, Public Speaking
Education
Cambridge College 2013 — 2015
Working towards Bachelor of Science and Business Management
Wellington Management January 2014 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Python, Teamwork, Time Management, Leadership, Data Entry, Sales, Outlook, Access, Quality Assurance, Food, Windows, Windows 7, Public Speaking
Education
Cambridge College 2013 — 2015
Working towards Bachelor of Science and Business Management
Michele Biggi Michele Biggi's Wellington Management Experience August 2008 - March 2010
Job International Expansion LATAM Launcher at Uber
Industry Internet
Experience
Uber May 2014 - Present
BluzzMedia April 2011 - Present
PathMotion October 2010 - May 2011
Wellington Management August 2008 - March 2010
JPMorgan Chase July 2006 - July 2008
Skills
Economics, Research, Politics, Analysis, Start-ups, International Relations, Emerging Markets, Public Policy, Macroeconomics, Portfolio Management, Quantitative Analytics, Business Strategy
Education
Princeton University 2003 — 2006
Master of Arts (MA), Political Economy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2001 — 2003
Master of Arts (M.A.), International Relations and Affairs, GPA 3.92
City University (GB) 1997 — 2000
B.Sc, Economics, 1st Class Degree (4.0 GPA equivalent)
Uber May 2014 - Present
BluzzMedia April 2011 - Present
PathMotion October 2010 - May 2011
Wellington Management August 2008 - March 2010
JPMorgan Chase July 2006 - July 2008
Skills
Economics, Research, Politics, Analysis, Start-ups, International Relations, Emerging Markets, Public Policy, Macroeconomics, Portfolio Management, Quantitative Analytics, Business Strategy
Education
Princeton University 2003 — 2006
Master of Arts (MA), Political Economy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2001 — 2003
Master of Arts (M.A.), International Relations and Affairs, GPA 3.92
City University (GB) 1997 — 2000
B.Sc, Economics, 1st Class Degree (4.0 GPA equivalent)
Joshua Riefler Joshua Riefler's Wellington Management Experience 2014 - Present
Job Investment Reporting Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2014 - Present
Colgate University Center for Career Services June 2013 - May 2014
Colgate University Outdoor Education September 2010 - May 2014
Volunteer Income Tax Assistance Program January 2012 - April 2014
Upstate Institute June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, SAS, Adobe Creative Suite, Copy Editing, Social Media, Community Outreach, Event Planning, Stata, Program Development, Microsoft Office, Leadership, Research, Editing, Data Analysis, Higher Education
Education
Colgate University 2010 — 2014
Bachelor's degree, Double Major: Economics and Geology
The University of Manchester
Economics
Canisius High School 2006 — 2010
Wellington Management 2014 - Present
Colgate University Center for Career Services June 2013 - May 2014
Colgate University Outdoor Education September 2010 - May 2014
Volunteer Income Tax Assistance Program January 2012 - April 2014
Upstate Institute June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, SAS, Adobe Creative Suite, Copy Editing, Social Media, Community Outreach, Event Planning, Stata, Program Development, Microsoft Office, Leadership, Research, Editing, Data Analysis, Higher Education
Education
Colgate University 2010 — 2014
Bachelor's degree, Double Major: Economics and Geology
The University of Manchester
Economics
Canisius High School 2006 — 2010
Santo Ruiz Santo Ruiz's Wellington Management Experience January 2014 - Present
Job Trading Desktop Support
Industry Information Technology and Services
Experience
Wellington Management January 2014 - Present
Wellington Management August 2013 - January 2014
Securitas January 2012 - January 2014
Best Buy January 2011 - January 2012
AMC Theatres January 2008 - January 2011
TJ Maxx January 2006 - January 2008
Skills
Crisis Management, Windows 7, Remote Troubleshooting, Software Installation, Computer Repair, Enterprise Software, Customer Service, Security Operations, Security, Retail Sales, Sales, Spanish-speaking, Presentations, Computer Hardware, Computer Maintenance, Computer Security, Security Audits, CCTV, Windows Vista, Security Management, Technical Support, Information Technology, Corporate Security, Microsoft Excel, Microsoft Office, Microsoft Word, Physical Security, PowerPoint, Troubleshooting, Windows XP
Education
Cambridge College 2013 — 2014
Bunker Hill Community College 2009 — 2013
Information Technology
Year Up
Wellington Management January 2014 - Present
Wellington Management August 2013 - January 2014
Securitas January 2012 - January 2014
Best Buy January 2011 - January 2012
AMC Theatres January 2008 - January 2011
TJ Maxx January 2006 - January 2008
Skills
Crisis Management, Windows 7, Remote Troubleshooting, Software Installation, Computer Repair, Enterprise Software, Customer Service, Security Operations, Security, Retail Sales, Sales, Spanish-speaking, Presentations, Computer Hardware, Computer Maintenance, Computer Security, Security Audits, CCTV, Windows Vista, Security Management, Technical Support, Information Technology, Corporate Security, Microsoft Excel, Microsoft Office, Microsoft Word, Physical Security, PowerPoint, Troubleshooting, Windows XP
Education
Cambridge College 2013 — 2014
Bunker Hill Community College 2009 — 2013
Information Technology
Year Up
Valery Labossiere's Wellington Management Experience January 2012 - Present
Job IBO
Industry Internet
Experience
Wellington Management January 2012 - Present
Wellington Management January 2012 - Present
Year Up September 2011 - Present
AmwayGlobal January 2011 - Present
Robert Half Technology 2012 - 2012
Dunkin' Donuts February 2008 - July 2010
Skills
IT Operations, Bilingual Proficiency, Information Technology, Windows 7, XP
Education
Medford High School 2007 — 2010
High School Dimploma
Cambridge College
B.S, Management
Year Up, Inc
Wellington Management January 2012 - Present
Wellington Management January 2012 - Present
Year Up September 2011 - Present
AmwayGlobal January 2011 - Present
Robert Half Technology 2012 - 2012
Dunkin' Donuts February 2008 - July 2010
Skills
IT Operations, Bilingual Proficiency, Information Technology, Windows 7, XP
Education
Medford High School 2007 — 2010
High School Dimploma
Cambridge College
B.S, Management
Year Up, Inc
Christian Bilger Christian Bilger's Wellington Management Experience February 2014 - July 2015
Job MBA Candidate at Carnegie Mellon University Tepper School of Business
Industry Financial Services
Experience
Carnegie Mellon Tepper School of Business August 2015 - Present
Wellington Management February 2014 - July 2015
J.P. Morgan January 2011 - February 2014
J.P. Morgan January 2010 - February 2011
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Alternative Investments, Valuation, Structured Products, Private Equity, Collateral Management
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Economics
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Carnegie Mellon Tepper School of Business August 2015 - Present
Wellington Management February 2014 - July 2015
J.P. Morgan January 2011 - February 2014
J.P. Morgan January 2010 - February 2011
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Alternative Investments, Valuation, Structured Products, Private Equity, Collateral Management
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Economics
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Michael Caruana Michael Caruana's Wellington Management Experience June 2013 - August 2013
Job Manager, Management Science at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. June 2014 - Present
Wellington Management June 2013 - August 2013
Cambridge Associates July 2010 - July 2012
Cambridge Associates July 2008 - June 2010
American Transit Insurance Company June 2007 - August 2007
Skills
Excel, Quantitative Research, Mathematical Modeling, Microsoft Excel, Economics, Data Analysis, Equities, Quantitative Analytics, Research, Management, PowerPoint, Analytics, Strategy
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Mathematics, Economics
University of Melbourne 2006 — 2006
Study Abroad Program, Mathematics and Economics
NBCUniversal, Inc. June 2014 - Present
Wellington Management June 2013 - August 2013
Cambridge Associates July 2010 - July 2012
Cambridge Associates July 2008 - June 2010
American Transit Insurance Company June 2007 - August 2007
Skills
Excel, Quantitative Research, Mathematical Modeling, Microsoft Excel, Economics, Data Analysis, Equities, Quantitative Analytics, Research, Management, PowerPoint, Analytics, Strategy
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Management, and Finance
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Mathematics, Economics
University of Melbourne 2006 — 2006
Study Abroad Program, Mathematics and Economics
Fan Xiong, MSCF, CFA Fan Xiong, MSCF, CFA's Wellington Management Experience July 2009 - December 2009
Job Associate Director, Quantitative Strategies at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group August 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Financial Services October 2011 - December 2012
Joss Data Inc. January 2010 - September 2011
Wellington Management July 2009 - December 2009
Skills
VBA, Statistics, Financial Engineering, Fixed Income, Quantitative Analytics, Asset Allocation, Investments, S-Plus, Matlab, Quantitative Finance, Bloomberg, Equity Research, Equities, Hedging, Investment Management, Derivatives, Financial Modeling
Education
Carnegie Mellon University 2006 — 2007
MS, Computational Finance
University of International Business and Economics (对外经贸大学) 1997 — 2001
BA, Economics and Finance
No. 4 Middle School 1994 — 1997
MassMutual Financial Group August 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Financial Services October 2011 - December 2012
Joss Data Inc. January 2010 - September 2011
Wellington Management July 2009 - December 2009
Skills
VBA, Statistics, Financial Engineering, Fixed Income, Quantitative Analytics, Asset Allocation, Investments, S-Plus, Matlab, Quantitative Finance, Bloomberg, Equity Research, Equities, Hedging, Investment Management, Derivatives, Financial Modeling
Education
Carnegie Mellon University 2006 — 2007
MS, Computational Finance
University of International Business and Economics (对外经贸大学) 1997 — 2001
BA, Economics and Finance
No. 4 Middle School 1994 — 1997
Michael deMarco Michael deMarco's Wellington Management Experience 2002 - 2005
Job Investment Strategy & Risk Advisor
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
MetLife 2009 - 2012
Goldman Sachs / Global Manager Strategies 2006 - 2008
Wellington Management 2002 - 2005
Putnam Investments 1997 - 2002
GTE - Investment Management Corporation 1991 - 1997
Citi Group 1980 - 1991
Skills
@Risk, Alternative Investments, Leadership, Portfolio Management, Risk Management, Investments, Equities, Financial Modeling, Mutual Funds, Capital Markets, Financial Risk, Derivatives, Securities, Asset Allocation, Investment Strategies, Financial Services, Investment Management, Board of Directors
Education
Carnegie Mellon University
B.S., Engineering & Finance
Massachusetts Institute of Technology - Sloan School of Management
S.M., Finance
Fidelity Investments 2013 - Present
MetLife 2009 - 2012
Goldman Sachs / Global Manager Strategies 2006 - 2008
Wellington Management 2002 - 2005
Putnam Investments 1997 - 2002
GTE - Investment Management Corporation 1991 - 1997
Citi Group 1980 - 1991
Skills
@Risk, Alternative Investments, Leadership, Portfolio Management, Risk Management, Investments, Equities, Financial Modeling, Mutual Funds, Capital Markets, Financial Risk, Derivatives, Securities, Asset Allocation, Investment Strategies, Financial Services, Investment Management, Board of Directors
Education
Carnegie Mellon University
B.S., Engineering & Finance
Massachusetts Institute of Technology - Sloan School of Management
S.M., Finance
Gabriele Vincenzo Gabriele Vincenzo's Wellington Management Experience 2006 - 2008
Job Portfolio Consultant at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
John Hancock Investments December 2014 - Present
Natixis Global Asset Mgmt October 2011 - December 2014
Natixis Global Associates March 2009 - October 2011
Wellington Management 2006 - 2008
Fidelity Investments 2003 - March 2006
Skills
Bloomberg, Asset Allocation, Alternative Investments, Equities, Series 7, Fixed Income, Mutual Funds, Investments, Asset Managment, Hedge Funds, Financial Modeling, Portfolio Management, Equity Research, Valuation, Investment Strategies, Asset Management, Capital Markets, Finance, Financial Services, Investment Management, Series 63
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance, General
University of Southern California 1987 — 1991
B.S., Finance and Marketing
Malden Catholic High School 1983 — 1987
Chang Liu Chang Liu's Wellington Management Experience July 2014 - Present
Job Research Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
MVision Private Equity Advisers June 2013 - August 2013
APS Asset Management May 2013 - June 2013
Yale Department of Political Science October 2012 - December 2012
Alibaba Group June 2012 - August 2012
Skills
Mandarin, Chinese, Limited Working French, Research, Due Diligence, Stata, International Relations, Economics, French, Teaching, Data Analysis, Spanish, Politics, Policy Analysis, Editing, Finance, Statistics, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Bloomberg, Econometrics, Political Science, Equity Research, Financial Analysis, Investments
Education
Yale University 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics
Columbia University in the City of New York 2011 — 2011
French Language and Culture
Shandong Experimental High School 2007 — 2010
High School, Sciences
Wellington Management July 2014 - Present
MVision Private Equity Advisers June 2013 - August 2013
APS Asset Management May 2013 - June 2013
Yale Department of Political Science October 2012 - December 2012
Alibaba Group June 2012 - August 2012
Skills
Mandarin, Chinese, Limited Working French, Research, Due Diligence, Stata, International Relations, Economics, French, Teaching, Data Analysis, Spanish, Politics, Policy Analysis, Editing, Finance, Statistics, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Bloomberg, Econometrics, Political Science, Equity Research, Financial Analysis, Investments
Education
Yale University 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Economics
Columbia University in the City of New York 2011 — 2011
French Language and Culture
Shandong Experimental High School 2007 — 2010
High School, Sciences
Sonia Sujanani's Wellington Management Experience December 2009 - June 2010
Job Law Clerk to the Honorable Justice Fernande R. V. Duffly
Industry Law Practice
Experience
White House Ambassador Program September 2014 - September 2015
Massachusetts Supreme Judicial Court August 2014 - August 2015
Cornell Capital Punishment Clinic January 2014 - May 2014
Cornell Law School July 2013 - May 2014
Cornell Law School January 2012 - May 2014
WilmerHale May 2013 - July 2013
Cornell Immigration Appellate Advocacy Clinic January 2013 - May 2013
Vistaprint October 2010 - August 2011
Northeastern University July 2010 - December 2010
Wellington Management December 2009 - June 2010
Skills
Security Clearance, SQL, Stata, SPSS, Public Speaking, Econometric Modeling, Legal Research, LexisNexis, Westlaw, Bloomberg, PowerPoint, Writing, Public Policy
Education
Cornell Law School 2011 — 2014
Juris Doctor with Berger Specialization in International Legal Affairs, Law
Northeastern University 2007 — 2010
B.S., Summa Cum Laude, Economics, International Affairs, History
White House Ambassador Program September 2014 - September 2015
Massachusetts Supreme Judicial Court August 2014 - August 2015
Cornell Capital Punishment Clinic January 2014 - May 2014
Cornell Law School July 2013 - May 2014
Cornell Law School January 2012 - May 2014
WilmerHale May 2013 - July 2013
Cornell Immigration Appellate Advocacy Clinic January 2013 - May 2013
Vistaprint October 2010 - August 2011
Northeastern University July 2010 - December 2010
Wellington Management December 2009 - June 2010
Skills
Security Clearance, SQL, Stata, SPSS, Public Speaking, Econometric Modeling, Legal Research, LexisNexis, Westlaw, Bloomberg, PowerPoint, Writing, Public Policy
Education
Cornell Law School 2011 — 2014
Juris Doctor with Berger Specialization in International Legal Affairs, Law
Northeastern University 2007 — 2010
B.S., Summa Cum Laude, Economics, International Affairs, History
Jean Mompremier's Wellington Management Experience February 2012 - June 2013
Job Desktop Support at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare July 2014 - Present
Boston Medical Center May 2014 - July 2014
Aon Hewitt March 2014 - April 2014
Biogen Idec February 2014 - March 2014
Wellington Management February 2012 - June 2013
Apollo International December 2008 - February 2013
Hebrew SeniorLife December 2007 - December 2008
Boston Bar Association June 2007 - September 2007
Skills
•Proficient in..., •Bilingual in Haitian..., •Student of the Month..., •Outstanding..., •Extensive knowledge..., •Knowledgeable of..., •Experience in..., Worked with Windows XP,..., •Provide customer..., •Proficient in...
Education
Year Up, Inc 2011 — 2012
B.S, Information Technology; Business Management
Bunker Hill Community College 2009 — 2010
B.S, Business Management
Partners HealthCare July 2014 - Present
Boston Medical Center May 2014 - July 2014
Aon Hewitt March 2014 - April 2014
Biogen Idec February 2014 - March 2014
Wellington Management February 2012 - June 2013
Apollo International December 2008 - February 2013
Hebrew SeniorLife December 2007 - December 2008
Boston Bar Association June 2007 - September 2007
Skills
•Proficient in..., •Bilingual in Haitian..., •Student of the Month..., •Outstanding..., •Extensive knowledge..., •Knowledgeable of..., •Experience in..., Worked with Windows XP,..., •Provide customer..., •Proficient in...
Education
Year Up, Inc 2011 — 2012
B.S, Information Technology; Business Management
Bunker Hill Community College 2009 — 2010
B.S, Business Management
Michael Valera's Wellington Management Experience January 2015 - July 2015
Job Core Desktop Analyst at Wellington Management Company LLP
Industry Information Technology and Services
Experience
Wellington Management Company L.L.P. July 2015 - Present
The TJX Companies, Inc. September 2014 - August 2015
Wellington Management January 2015 - July 2015
PLS Financial Services March 2014 - August 2014
Skills
Microsoft Office, Customer Service, Retail, Sales, Data Entry, Management, Windows, Team Building, Outlook, Team Leadership, Teamwork, Time Management, Public Speaking, Leadership, Social Media, Troubleshooting, Active Directory
Education
Cambridge College 2014 — 2015
Management studies, Information Technology
Wellington Management Company L.L.P. July 2015 - Present
The TJX Companies, Inc. September 2014 - August 2015
Wellington Management January 2015 - July 2015
PLS Financial Services March 2014 - August 2014
Skills
Microsoft Office, Customer Service, Retail, Sales, Data Entry, Management, Windows, Team Building, Outlook, Team Leadership, Teamwork, Time Management, Public Speaking, Leadership, Social Media, Troubleshooting, Active Directory
Education
Cambridge College 2014 — 2015
Management studies, Information Technology
Sean Hung's Wellington Management Experience May 2014 - December 2014
Job MBA Graduate at D'MoreMcKim School of Business
Industry Investment Management
Experience
Wellington Management May 2014 - December 2014
Ramen Menzu 名古屋麵水拉麵 May 2013 - August 2014
Archway Investment Fund January 2013 - May 2013
Bryant University August 2010 - May 2013
Archway Investment Fund September 2012 - December 2012
Television Broadcasts Limited May 2012 - July 2012
Crosby Asset Management (Hong Kong) Limited June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Public Relations, Marketing Research, Investment Portfolio, Portfolio Management, Financial Analysis, Investments, High level of initiative, Event Planning, Financial Reporting, Securities, Valuation, Economics, Leadership, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern Univeristy - D'More-McKim School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.62
Wellington Management May 2014 - December 2014
Ramen Menzu 名古屋麵水拉麵 May 2013 - August 2014
Archway Investment Fund January 2013 - May 2013
Bryant University August 2010 - May 2013
Archway Investment Fund September 2012 - December 2012
Television Broadcasts Limited May 2012 - July 2012
Crosby Asset Management (Hong Kong) Limited June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Public Relations, Marketing Research, Investment Portfolio, Portfolio Management, Financial Analysis, Investments, High level of initiative, Event Planning, Financial Reporting, Securities, Valuation, Economics, Leadership, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern Univeristy - D'More-McKim School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.62
Amy L. Donovan's Wellington Management Experience 1998 - 2006
Job Marketing Leadership | Brand Building and Management | Digital and Traditional Strategies
Industry Marketing and Advertising
Experience
Welch & Forbes 2008 - 2014
Circles 2007 - 2007
Wellington Management 1998 - 2006
Scudder Kemper Investments 1997 - 1998
Fidelity Investments 1990 - 1997
Bank of Boston 1988 - 1990
General Mills, Inc. 1984 - 1988
Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research
Education
Harvard University
AB, Psychology & Social Relations, Cum Laude
Columbia University - Columbia Business School
MBA, Marketing
Welch & Forbes 2008 - 2014
Circles 2007 - 2007
Wellington Management 1998 - 2006
Scudder Kemper Investments 1997 - 1998
Fidelity Investments 1990 - 1997
Bank of Boston 1988 - 1990
General Mills, Inc. 1984 - 1988
Skills
Integrated Marketing, Investments, Marketing Strategy, CRM, Marketing, Strategy, Competitive Analysis, Wealth Management, Marketing Communications, Relationship Management, Positioning, Strategic Planning, Segmentation, Asset Management, Collaborative Leadership, Digital Strategy, High Net Worth..., Advertising, Agency Relationship..., Web Development, Lead Generation, Customer Engagement, Market Research
Education
Harvard University
AB, Psychology & Social Relations, Cum Laude
Columbia University - Columbia Business School
MBA, Marketing
Younes Chioukh's Wellington Management Experience April 2014 - Present
Job Audio Video Support Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management April 2014 - Present
Fidelity Investments August 2011 - April 2014
Au Bon Pain July 2010 - October 2011
Odiencia Call Center July 2009 - December 2009
National Board of Fisheries May 2009 - July 2009
Skills
Networking, Computer Hardware, Video Conferencing, Microsoft Excel, Software Installation, Microsoft Office, Windows Server, Linux, Hardware Installation, Cisco Technologies, Cisco Telepresence, Video Codec, Inventory Control, Digital Signage, French, Arabic, Active Directory..., Cisco Certified, Audio Conferencing, Desktop Administration, Inventory Management, Crestron, Testing, Usability Testing, End User Training, Software Deployment, Perl, Perl Script, Tandberg, Technical Training
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (BS), Information Technology
Cambridge College 2011 — 2012
IT certificate, Information Technology
Year Up, Inc 2010 — 2011
Technical Certificate; B.S, Information Technology; Business Management
Higher Technician College Mohammedia 2004 — 2007
Associate's degree, Networks and Telecommunication
Wellington Management April 2014 - Present
Fidelity Investments August 2011 - April 2014
Au Bon Pain July 2010 - October 2011
Odiencia Call Center July 2009 - December 2009
National Board of Fisheries May 2009 - July 2009
Skills
Networking, Computer Hardware, Video Conferencing, Microsoft Excel, Software Installation, Microsoft Office, Windows Server, Linux, Hardware Installation, Cisco Technologies, Cisco Telepresence, Video Codec, Inventory Control, Digital Signage, French, Arabic, Active Directory..., Cisco Certified, Audio Conferencing, Desktop Administration, Inventory Management, Crestron, Testing, Usability Testing, End User Training, Software Deployment, Perl, Perl Script, Tandberg, Technical Training
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (BS), Information Technology
Cambridge College 2011 — 2012
IT certificate, Information Technology
Year Up, Inc 2010 — 2011
Technical Certificate; B.S, Information Technology; Business Management
Higher Technician College Mohammedia 2004 — 2007
Associate's degree, Networks and Telecommunication
Roger(Ruozhou) Liao Roger(Ruozhou) Liao's Wellington Management Experience February 2014 - Present
Job Research Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2014 - Present
Nomura Securities June 2013 - August 2013
MSCI Inc. November 2010 - June 2012
China Securities Co., Ltd. June 2010 - August 2010
Center for the Creation of Economic Wealth January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Teaching, C++, Public Speaking
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Computational Finance
University of Oklahoma 2008 — 2011
Bachelor of Arts (B.A.), Mathmatics and Economics
Chengdu No.7 High School
Wellington Management February 2014 - Present
Nomura Securities June 2013 - August 2013
MSCI Inc. November 2010 - June 2012
China Securities Co., Ltd. June 2010 - August 2010
Center for the Creation of Economic Wealth January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Teaching, C++, Public Speaking
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Computational Finance
University of Oklahoma 2008 — 2011
Bachelor of Arts (B.A.), Mathmatics and Economics
Chengdu No.7 High School
Tania Molina M.Sc. Tania Molina M.Sc.'s Wellington Management Experience February 2000 - June 2004
Job Client Service Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
Mathew Jensen CFA Mathew Jensen CFA's Wellington Management Experience May 1999 - October 2011
Job
Industry Investment Management
Experience
Fidelity Investments May 2012 - Present
Wellington Management May 1999 - October 2011
RogersCasey 1991 - 1999
Skills
Strategy, Asset Allocation, Asset Management, Equities, Business Strategy, Equity Research, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Queen's University 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard Business School 2006 — 2006
Executive Education
Northeastern University 1985 — 1990
BS
Fidelity Investments May 2012 - Present
Wellington Management May 1999 - October 2011
RogersCasey 1991 - 1999
Skills
Strategy, Asset Allocation, Asset Management, Equities, Business Strategy, Equity Research, Hedge Funds
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA
Queen's University 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard Business School 2006 — 2006
Executive Education
Northeastern University 1985 — 1990
BS
Danielle Hammond Danielle Hammond's Wellington Management Experience June 2013 - February 2014
Job Project Manager at HB Communications
Industry Media Production
Experience
HB Communications February 2014 - Present
Wellington Management June 2013 - February 2014
Harvard Business School September 2012 - June 2013
Dartmouth Hitchcock Medical Center July 2009 - August 2011
Champlain College February 2009 - April 2010
Skills
Project Planning, Technical Services, Microsoft Software, Gantt, MS Project, Research, Real Estate, Technical Training, Organizational..., Technical Documentation, EMS Enterprise, Customer Relations, Program Management, Change Management, Video Game Production, Relationship Management, Audio Visual Integration, Audio Visual Support, Audio Visual Design
Education
Champlain College 2008 — 2012
B.S., Business & Entrepreneurship
HB Communications February 2014 - Present
Wellington Management June 2013 - February 2014
Harvard Business School September 2012 - June 2013
Dartmouth Hitchcock Medical Center July 2009 - August 2011
Champlain College February 2009 - April 2010
Skills
Project Planning, Technical Services, Microsoft Software, Gantt, MS Project, Research, Real Estate, Technical Training, Organizational..., Technical Documentation, EMS Enterprise, Customer Relations, Program Management, Change Management, Video Game Production, Relationship Management, Audio Visual Integration, Audio Visual Support, Audio Visual Design
Education
Champlain College 2008 — 2012
B.S., Business & Entrepreneurship
Michael Ocasio's Wellington Management Experience July 2008 - December 2009
Job Owner at MACO Photography / Desktop Support Specialist / Year Up Alumni Association Board Secretary
Industry Information Technology and Services
Experience
Marsh & McLennan Agency November 2010 - Present
MACO Photography July 2009 - Present
Cengage Learning January 2010 - November 2010
Wellington Management July 2008 - December 2009
Cornerstone Research May 2006 - July 2008
Skills
Access, Active Directory, Outlook, Windows, Microsoft Office, Microsoft Excel, Photography, Digital Photography, Photoshop, Lightroom, Adobe Creative Suite, Blackberry, Windows Server, Networking, Wireless Networking
Education
Cambridge College
Marsh & McLennan Agency November 2010 - Present
MACO Photography July 2009 - Present
Cengage Learning January 2010 - November 2010
Wellington Management July 2008 - December 2009
Cornerstone Research May 2006 - July 2008
Skills
Access, Active Directory, Outlook, Windows, Microsoft Office, Microsoft Excel, Photography, Digital Photography, Photoshop, Lightroom, Adobe Creative Suite, Blackberry, Windows Server, Networking, Wireless Networking
Education
Cambridge College
Anastasia Mills Anastasia Mills's Wellington Management Experience January 2009 - June 2009
Job Consultant at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare January 2013 - Present
Siemens Healthcare June 2012 - December 2012
Massachusetts General Hospital June 2011 - July 2011
Wellington Management January 2009 - June 2009
Skills
Healthcare Information..., Healthcare, Healthcare Management, EHR, Clinical Research, Hospitals, Software Documentation, EMR, Informatics, Policy, HIPAA, Healthcare Consulting, Health Policy, Data Analysis
Education
Columbia University Mailman School of Public Health 2010 — 2012
Masters, Public Health; Management Concentration
Northeastern University 2005 — 2010
BA, Political Science
GE Healthcare January 2013 - Present
Siemens Healthcare June 2012 - December 2012
Massachusetts General Hospital June 2011 - July 2011
Wellington Management January 2009 - June 2009
Skills
Healthcare Information..., Healthcare, Healthcare Management, EHR, Clinical Research, Hospitals, Software Documentation, EMR, Informatics, Policy, HIPAA, Healthcare Consulting, Health Policy, Data Analysis
Education
Columbia University Mailman School of Public Health 2010 — 2012
Masters, Public Health; Management Concentration
Northeastern University 2005 — 2010
BA, Political Science
Derek Higbee's Wellington Management Experience February 2013 - Present
Job Senior First Level Support Resourse at Wellington Management
Industry Information Technology and Services
Experience
Bose Corporation July 2013 - Present
Wellington Management February 2013 - Present
Vanguard Health Systems December 2003 - September 2011
CVS Pharmacy March 2002 - December 2003
Skills
A+ Certified, Active Directory, Troubleshooting, Citrix, Printers
Education
Clark University 2000 — 2001
A+ Certification, IT
Bose Corporation July 2013 - Present
Wellington Management February 2013 - Present
Vanguard Health Systems December 2003 - September 2011
CVS Pharmacy March 2002 - December 2003
Skills
A+ Certified, Active Directory, Troubleshooting, Citrix, Printers
Education
Clark University 2000 — 2001
A+ Certification, IT
Noah Atlas, CFA's Wellington Management Experience July 2015 - Present
Job Credit Trader at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Deutsche Asset Management July 2013 - June 2015
Deutsche Asset Management July 2011 - July 2013
Deutsche Asset Management June 2010 - August 2010
Storage Made Simple LLC 2007 - 2010
Skills
Bloomberg, Asset Managment, Asset Management, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling
Education
Colby College 2007 — 2011
B.A., Economics, Government
Noble & Greenough School 2003 — 2007
High School Diploma
Wellington Management July 2015 - Present
Deutsche Asset Management July 2013 - June 2015
Deutsche Asset Management July 2011 - July 2013
Deutsche Asset Management June 2010 - August 2010
Storage Made Simple LLC 2007 - 2010
Skills
Bloomberg, Asset Managment, Asset Management, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling
Education
Colby College 2007 — 2011
B.A., Economics, Government
Noble & Greenough School 2003 — 2007
High School Diploma
Colin Dicke Colin Dicke's Wellington Management Experience June 2011 - Present
Job Human Resource Relationship Manager at Wellington Management
Industry Human Resources
Experience
Wellington Management June 2011 - Present
Education
Cornell University 2005 — 2007
Master Degree, Industrial & Labor Relations
University of Wisconsin-Madison 1990 — 1995
Dual Degree, International Relations & Sociology
Wellington Management June 2011 - Present
Education
Cornell University 2005 — 2007
Master Degree, Industrial & Labor Relations
University of Wisconsin-Madison 1990 — 1995
Dual Degree, International Relations & Sociology
Lawrence F. Pohlman Lawrence F. Pohlman's Wellington Management Experience June 2005 - June 2008
Job Managing Partner and University Lecturer
Industry Investment Management
Experience
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Martha Strebinger, CFA's Wellington Management Experience March 2012 - June 2012
Job Investment Specialist at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel February 2014 - Present
GMO June 2012 - February 2014
Wellington Management March 2012 - June 2012
Wellington Management October 2009 - March 2012
Wellington Management October 2007 - October 2009
Skills
Investments, Equities, Investment Management, Portfolio Management, Analysis, Bloomberg, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income
Education
Cornell University 2003 — 2007
BS, Human Biology, Health and Society
Truepoint Wealth Counsel February 2014 - Present
GMO June 2012 - February 2014
Wellington Management March 2012 - June 2012
Wellington Management October 2009 - March 2012
Wellington Management October 2007 - October 2009
Skills
Investments, Equities, Investment Management, Portfolio Management, Analysis, Bloomberg, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income
Education
Cornell University 2003 — 2007
BS, Human Biology, Health and Society
Mohamud Hussein Mohamud Hussein's Wellington Management Experience January 2014 - August 2014
Job Desktop Support Technician at Harvard Law School
Industry Information Technology and Services
Experience
Harvard Law School November 2014 - January 2015
Wellington Management January 2014 - August 2014
CVS Caremark Corporation January 2013 - December 2013
Skills
Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, Access, Windows, Outlook, Hardware, Windows XP, Technical Support, Windows 7, Troubleshooting, Customer Satisfaction, Sales
Education
Year Up Boston 2013 — 2014
Information Technology
University of Massachusetts Boston 2014 — 2017
Bachelor's Degree, Information Technology, Sophomore
Cambridge College 2013 — 2014
Bachelor of Science, Buisness management
Harvard Law School November 2014 - January 2015
Wellington Management January 2014 - August 2014
CVS Caremark Corporation January 2013 - December 2013
Skills
Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, Access, Windows, Outlook, Hardware, Windows XP, Technical Support, Windows 7, Troubleshooting, Customer Satisfaction, Sales
Education
Year Up Boston 2013 — 2014
Information Technology
University of Massachusetts Boston 2014 — 2017
Bachelor's Degree, Information Technology, Sophomore
Cambridge College 2013 — 2014
Bachelor of Science, Buisness management
Andrea Anastasio Andrea Anastasio's Wellington Management Experience January 2012 - April 2015
Job Managing Director, Global Business Strategy at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
Wellington Management January 2012 - April 2015
Wellington Management April 2008 - January 2012
Wellington Management June 2004 - April 2008
Wellington Management January 2000 - June 2004
Skills
Investments, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Derivatives, Corporate Development, Influence Without..., Strategic Planning, Leadership, Change Agent, Collaboration, Drive Results, Team Building, Coaching, Talent Developer, Management, Bringing Order to Chaos, Challenge Driven, Cross-functional Team..., Value Creation, Competitive Analysis, Strategy, Alternative Investments, Investment Strategies, Product Management, Business Strategy, Valuation, Public Speaking
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Statistics
College of the Holy Cross 1992 — 1996
BA, Economics
Hopkins School 1989 — 1992
New Haven, CT
State Street Global Advisors April 2015 - Present
Wellington Management January 2012 - April 2015
Wellington Management April 2008 - January 2012
Wellington Management June 2004 - April 2008
Wellington Management January 2000 - June 2004
Skills
Investments, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Derivatives, Corporate Development, Influence Without..., Strategic Planning, Leadership, Change Agent, Collaboration, Drive Results, Team Building, Coaching, Talent Developer, Management, Bringing Order to Chaos, Challenge Driven, Cross-functional Team..., Value Creation, Competitive Analysis, Strategy, Alternative Investments, Investment Strategies, Product Management, Business Strategy, Valuation, Public Speaking
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Statistics
College of the Holy Cross 1992 — 1996
BA, Economics
Hopkins School 1989 — 1992
New Haven, CT
Laura Coyne Laura Coyne's Wellington Management Experience February 2013 - Present
Job Vice President and Counsel at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2013 - Present
MFS Investment Management, Inc January 2005 - January 2008
MFS Investment Management January 1993 - January 2005
Hale and Dorr October 1987 - December 1992
Skills
litigation management,..., project management, research and writing, Litigation, Securities, Commercial Litigation, Mutual Funds, Training, Negotiation, Strategic Planning, Investments, Class Actions
Education
Northeastern University School of Law 1984 — 1987
Doctor of Law (JD), corporate, finance, securities law
Colgate University 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wellington Management February 2013 - Present
MFS Investment Management, Inc January 2005 - January 2008
MFS Investment Management January 1993 - January 2005
Hale and Dorr October 1987 - December 1992
Skills
litigation management,..., project management, research and writing, Litigation, Securities, Commercial Litigation, Mutual Funds, Training, Negotiation, Strategic Planning, Investments, Class Actions
Education
Northeastern University School of Law 1984 — 1987
Doctor of Law (JD), corporate, finance, securities law
Colgate University 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Devin Cahill's Wellington Management Experience April 2015 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Brown Brothers Harriman September 2011 - March 2015
The McCormack Firm June 2010 - September 2010
Skills
Financial Services, PowerPoint, Transfer Agency, Alternative Investments, Financial Analysis
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), Government, Italian Studies
Thayer Academy 2004 — 2007
Wellington Management April 2015 - Present
Brown Brothers Harriman September 2011 - March 2015
The McCormack Firm June 2010 - September 2010
Skills
Financial Services, PowerPoint, Transfer Agency, Alternative Investments, Financial Analysis
Education
Colby College 2007 — 2011
Bachelor of Arts (B.A.), Government, Italian Studies
Thayer Academy 2004 — 2007
Terry Tian, CFA Terry Tian, CFA's Wellington Management Experience July 2015 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2014
Tyrian Investments, LP October 2013 - May 2014
Morningstar August 2011 - February 2013
Morningstar September 2009 - July 2011
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Research, Portfolio Management, Data Analysis, Due Diligence, Financial Modeling, Valuation, Equities, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Affairs
Peking University 2007 — 2008
Master, International Affairs
Peking University 2003 — 2007
Bachelor of Law, International Political Economy
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2014
Tyrian Investments, LP October 2013 - May 2014
Morningstar August 2011 - February 2013
Morningstar September 2009 - July 2011
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Research, Portfolio Management, Data Analysis, Due Diligence, Financial Modeling, Valuation, Equities, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Affairs
Peking University 2007 — 2008
Master, International Affairs
Peking University 2003 — 2007
Bachelor of Law, International Political Economy
Daniel Hannafin Daniel Hannafin's Wellington Management Experience July 1989 - December 2013
Job Equity Trader at Wellington Management Retired
Industry Investment Management
Experience
Wellington Management July 1989 - December 2013
Skills
Investments, Capital Markets, Equity Trading, Portfolio Management, Trading Systems, Fixed Income, Bloomberg, Hedge Funds, Securities, Equity Research, Equities, Derivatives, Electronic Trading, Options, Series 7, Trading, FINRA, Financial Services, Asset Management, ETFs, Financial Markets, Series 63, Alternative Investments, Valuation, Mutual Funds
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
University at Buffalo 1975 — 1979
Wellington Management July 1989 - December 2013
Skills
Investments, Capital Markets, Equity Trading, Portfolio Management, Trading Systems, Fixed Income, Bloomberg, Hedge Funds, Securities, Equity Research, Equities, Derivatives, Electronic Trading, Options, Series 7, Trading, FINRA, Financial Services, Asset Management, ETFs, Financial Markets, Series 63, Alternative Investments, Valuation, Mutual Funds
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
University at Buffalo 1975 — 1979
Sunjeet (Sunny) Manchanda's Wellington Management Experience July 2015 - Present
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
John Hancock Financial Services December 2013 - July 2014
Samurai Investments September 2013 - January 2014
Black Diamond Entertainment April 2009 - May 2012
SGC July 2009 - August 2009
Skills
Teamwork, Research, Public Speaking, Social Media, Time Management, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Entrepreneurship, Pivot Tables, V Lookups, Bloomberg, Finance
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science Double Major, Business Administration: Finance, Political Science
Escola Superior de Propaganda e Marketing 2013 — 2013
Study Abroad, Alternative Energy, Brazilian Language, Brazilian Culture, A
Dublin Business School 2012 — 2012
Study Abroad, Fall Semester, Business, Pass
Columbia University - Columbia Business School 2012 — 2012
Summer Program, Entrepreneurship/Entrepreneurial Studies, Pass
American School of Dubai 2008 — 2012
High School Diploma
Wellington Management July 2015 - Present
John Hancock Financial Services December 2013 - July 2014
Samurai Investments September 2013 - January 2014
Black Diamond Entertainment April 2009 - May 2012
SGC July 2009 - August 2009
Skills
Teamwork, Research, Public Speaking, Social Media, Time Management, Event Planning, Financial Analysis, Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Entrepreneurship, Pivot Tables, V Lookups, Bloomberg, Finance
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science Double Major, Business Administration: Finance, Political Science
Escola Superior de Propaganda e Marketing 2013 — 2013
Study Abroad, Alternative Energy, Brazilian Language, Brazilian Culture, A
Dublin Business School 2012 — 2012
Study Abroad, Fall Semester, Business, Pass
Columbia University - Columbia Business School 2012 — 2012
Summer Program, Entrepreneurship/Entrepreneurial Studies, Pass
American School of Dubai 2008 — 2012
High School Diploma
Portia Walker Portia Walker's Wellington Management Experience June 2001 - November 2008
Job Client Service Manager at MFS Investment Management
Industry Nonprofit Organization Management
Experience
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
MFS Investment Management February 2015 - Present
Boston University College of Fine Arts June 2011 - June 2013
Wellington Management Company November 2008 - April 2010
Wellington Management June 2001 - November 2008
Wellington Management June 1997 - June 2001
Skills
Series 7, Series 63, Leadership, Strategy, Relationship Management, Client Liaison, Management, Analysis, Compliance, Mentoring, Employee Training, Organizational..., Stewardship, Philanthropy, Program Management, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Higher Education, Arts Administration, Program Development, Event Planning, Prospect Research, Singing, Board Development, Recruiting
Education
Simmons College - Simmons School of Management 2000 — 2003
Master of Business Administration (M.B.A.)
Colby College 1988 — 1991
B.A., English
Sarah Morton Sarah Morton's Wellington Management Experience 2000 - 2002
Job Experienced Institutional Distribution professional
Industry Financial Services
Experience
Atlantic Pacific Partners, LLC 2013 - Present
Eaton Vance Management 2005 - 2013
Evergreen Investments 2002 - 2005
Wellington Management 2000 - 2002
The Boston Company 1995 - 2000
Skills
Financial Services, Institutional, Securities, Asset Management, Alternative Investments, Bonds, Management, Equity Valuation, Investments, Financial Markets, Due Diligence, Hedge Funds, Mutual Funds, Investment Strategies, Asset Managment, Separately Managed..., Equities, Asset Allocation, ETFs, Financial Analysis, Equity Research, Relationship Management, Pensions, 401k, Emerging Markets, Fixed Income, Portfolio Management, Investment Management, FINRA, Valuation, Capital Markets, Private Equity, Manager Evaluation, Consultant Relations
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Colby College
Bachelor's Degree, Sociology
Dana Hall School
High School
Atlantic Pacific Partners, LLC 2013 - Present
Eaton Vance Management 2005 - 2013
Evergreen Investments 2002 - 2005
Wellington Management 2000 - 2002
The Boston Company 1995 - 2000
Skills
Financial Services, Institutional, Securities, Asset Management, Alternative Investments, Bonds, Management, Equity Valuation, Investments, Financial Markets, Due Diligence, Hedge Funds, Mutual Funds, Investment Strategies, Asset Managment, Separately Managed..., Equities, Asset Allocation, ETFs, Financial Analysis, Equity Research, Relationship Management, Pensions, 401k, Emerging Markets, Fixed Income, Portfolio Management, Investment Management, FINRA, Valuation, Capital Markets, Private Equity, Manager Evaluation, Consultant Relations
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Colby College
Bachelor's Degree, Sociology
Dana Hall School
High School
Joshua Luzuriaga's Wellington Management Experience August 2012 - March 2013
Job PHS Information System Technician at Massachusetts General Hospital
Industry Investment Management
Experience
Partners HealthCare January 2013 - Present
Wellington Management August 2012 - March 2013
Commonwealth of Massachusetts June 2008 - August 2009
Skills
Windows 7, Active Directory, Blackberry Enterprise..., SharePoint, XP, Help Desk Support, Information Technology, Citrix, Access, Windows Server, Blackberry, Windows Vista, VMware, Disaster Recovery, Technical Support, Laptops, Printers
Education
Cambridge College 2012 — 2013
Bachelor of Science in Management, Information Technology, A
Year Up Boston 2012 — 2013
Bachelor of Science in Management, Information Technology - Cisco Certification: Hardware and Software, A
Partners HealthCare January 2013 - Present
Wellington Management August 2012 - March 2013
Commonwealth of Massachusetts June 2008 - August 2009
Skills
Windows 7, Active Directory, Blackberry Enterprise..., SharePoint, XP, Help Desk Support, Information Technology, Citrix, Access, Windows Server, Blackberry, Windows Vista, VMware, Disaster Recovery, Technical Support, Laptops, Printers
Education
Cambridge College 2012 — 2013
Bachelor of Science in Management, Information Technology, A
Year Up Boston 2012 — 2013
Bachelor of Science in Management, Information Technology - Cisco Certification: Hardware and Software, A
Nitin P. Tuteja, CFA Nitin P. Tuteja, CFA's Wellington Management Experience 2008 - 2008
Job Portfolio Management at Geode Capital
Industry Investment Management
Experience
Geode Capital Management 2015 - Present
Delaware Investments 2014 - 2015
Norges Bank Investment Management 2011 - 2014
BNP Paribas 2009 - 2010
Wharton Business School 2007 - 2009
Wellington Management 2008 - 2008
Standard Chartered Bank 2005 - 2007
Skills
Matlab, SQL, VBA, FX, Equities, Portfolio Management, Options, Trading, FX Options, Alternative Investments, Bonds, Investments, Equity Derivatives, Asset Allocation, Global Macro, Risk Management, Valuation, Asset Management, Investment Management, Fixed Income, Bloomberg, Derivatives, Quantitative Analytics
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2014
Certificate in Computational Finance
Nanyang Technological University 2012 — 2014
Master of Science in Financial Engineering (MFE), Quantitative Finance
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Honors
National University of Singapore 2000 — 2004
Bachelor of Engineering, Civil Engineering, Economics, Financial Mathematics
Geode Capital Management 2015 - Present
Delaware Investments 2014 - 2015
Norges Bank Investment Management 2011 - 2014
BNP Paribas 2009 - 2010
Wharton Business School 2007 - 2009
Wellington Management 2008 - 2008
Standard Chartered Bank 2005 - 2007
Skills
Matlab, SQL, VBA, FX, Equities, Portfolio Management, Options, Trading, FX Options, Alternative Investments, Bonds, Investments, Equity Derivatives, Asset Allocation, Global Macro, Risk Management, Valuation, Asset Management, Investment Management, Fixed Income, Bloomberg, Derivatives, Quantitative Analytics
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2014
Certificate in Computational Finance
Nanyang Technological University 2012 — 2014
Master of Science in Financial Engineering (MFE), Quantitative Finance
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Honors
National University of Singapore 2000 — 2004
Bachelor of Engineering, Civil Engineering, Economics, Financial Mathematics
Xiangyu (Dante) Gan's Wellington Management Experience January 2014 - June 2014
Job Study at Columbia University
Industry Financial Services
Experience
Northeastern University May 2011 - May 2015
Wellington Management January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Skills
Teamwork, Microsoft Office, Bloomberg Terminal, Outlook, Accounting, Account Reconciliation, Analysis, General Ledger, Internal Controls, Bloomberg, Invoicing, Journal Entries
Education
Columbia University in the City of New York 2015 — 2016
Quantitative Studies for Finance Certification, Mathematics, Statistics and Computer Science
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.52
Northeastern University May 2011 - May 2015
Wellington Management January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Skills
Teamwork, Microsoft Office, Bloomberg Terminal, Outlook, Accounting, Account Reconciliation, Analysis, General Ledger, Internal Controls, Bloomberg, Invoicing, Journal Entries
Education
Columbia University in the City of New York 2015 — 2016
Quantitative Studies for Finance Certification, Mathematics, Statistics and Computer Science
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.52
Jeffrey Ramirez's Wellington Management Experience January 2014 - July 2014
Job IT
Industry Information Technology and Services
Experience
Army National Guard December 2011 - Present
Codman Academy Charter Public School September 2014 - July 2015
GL Capital Partners August 2014 - September 2014
Wellington Management January 2014 - July 2014
Longwood Security Services, Inc. May 2013 - May 2014
Skills
Technical Support, Windows 7, Troubleshooting, Software Installation, Computer Hardware, Computer Repair, VoIP, Radio Communication, Satellite Communications, VSAT, Windows XP, Antennas, Security, Military, Security Clearance, Army, Military Experience, Night Vision, Physical Security, Military Training, Combat Lifesaver, Military Operations, First Aid, Weapons Training, Tactics, Weapons Handling, Weapons, Emergency Management, Security Training, Surveillance, Homeland Security, Exercises, Enforcement, Counterterrorism, National Security, Operational Planning, Symantec Endpoint..., Active DoD Secret..., Customer Service, Public Speaking, Microsoft Word, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint
Education
Cambridge College 2013 — 2014
Certificate, Information Technology
YearUp -Boston 2013 — 2014
Certificate, Information technology, Information Technology Training
94F - Computer/Detection Systems Repairer 2012 — 2013
Special Electronic Devices Repairer
Norwich University
Computer security, Computer Science
Army National Guard December 2011 - Present
Codman Academy Charter Public School September 2014 - July 2015
GL Capital Partners August 2014 - September 2014
Wellington Management January 2014 - July 2014
Longwood Security Services, Inc. May 2013 - May 2014
Skills
Technical Support, Windows 7, Troubleshooting, Software Installation, Computer Hardware, Computer Repair, VoIP, Radio Communication, Satellite Communications, VSAT, Windows XP, Antennas, Security, Military, Security Clearance, Army, Military Experience, Night Vision, Physical Security, Military Training, Combat Lifesaver, Military Operations, First Aid, Weapons Training, Tactics, Weapons Handling, Weapons, Emergency Management, Security Training, Surveillance, Homeland Security, Exercises, Enforcement, Counterterrorism, National Security, Operational Planning, Symantec Endpoint..., Active DoD Secret..., Customer Service, Public Speaking, Microsoft Word, Leadership, Microsoft Office, Outlook, Microsoft Excel, PowerPoint
Education
Cambridge College 2013 — 2014
Certificate, Information Technology
YearUp -Boston 2013 — 2014
Certificate, Information technology, Information Technology Training
94F - Computer/Detection Systems Repairer 2012 — 2013
Special Electronic Devices Repairer
Norwich University
Computer security, Computer Science
Rohanna Wise Rohanna Wise's Wellington Management Experience August 2012 - July 2014
Job Founder and CEO, Wise Trading Technologies
Industry Investment Management
Experience
Wise Trading Technologies September 2014 - Present
Wellington Management August 2012 - July 2014
MFS Investment Management September 2004 - August 2012
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Business Analysis, Financial Services, Trading Systems, Investments, Risk Management, Portfolio Management, SDLC
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Capital Markets Finance
University of Rochester 1990 — 1994
BA, Economics
Wise Trading Technologies September 2014 - Present
Wellington Management August 2012 - July 2014
MFS Investment Management September 2004 - August 2012
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Business Analysis, Financial Services, Trading Systems, Investments, Risk Management, Portfolio Management, SDLC
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Capital Markets Finance
University of Rochester 1990 — 1994
BA, Economics
Corey Besinger Corey Besinger's Wellington Management Experience July 2014 - Present
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Wellington Management June 2011 - June 2014
J.P. Morgan July 2009 - June 2011
J.P. Morgan November 2008 - July 2009
Skills
Relationship Management, Client Service Oriented, Business Development, Family Office, Event Planning, Organization, Marketing, Endowment Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Wellington Management July 2014 - Present
Wellington Management June 2011 - June 2014
J.P. Morgan July 2009 - June 2011
J.P. Morgan November 2008 - July 2009
Skills
Relationship Management, Client Service Oriented, Business Development, Family Office, Event Planning, Organization, Marketing, Endowment Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Kyle Hart Kyle Hart's Wellington Management Experience December 2014 - July 2015
Job Mathematics/Finance Student at Northeastern
Industry Financial Services
Experience
Four Block September 2015 - Present
Wellington Management December 2014 - July 2015
United States Marine Corps July 2008 - January 2013
Skills
Lean Six Sigma, Military, Security Clearance, Military Operations, Military Experience, Military Training, Leadership, Microsoft Office, Operational Planning, Program Management, Aircraft, Microsoft Excel, Team Leadership, Troubleshooting, Aviation, Financial Analysis, Data Analysis, Communication, Time Management, Management
Education
Northeastern University 2014 — 2017
Mathematics/Finance
Cape Fear Community College 2013 — 2013
Four Block September 2015 - Present
Wellington Management December 2014 - July 2015
United States Marine Corps July 2008 - January 2013
Skills
Lean Six Sigma, Military, Security Clearance, Military Operations, Military Experience, Military Training, Leadership, Microsoft Office, Operational Planning, Program Management, Aircraft, Microsoft Excel, Team Leadership, Troubleshooting, Aviation, Financial Analysis, Data Analysis, Communication, Time Management, Management
Education
Northeastern University 2014 — 2017
Mathematics/Finance
Cape Fear Community College 2013 — 2013
Robertstone Goodridge, MSc Robertstone Goodridge, MSc's Wellington Management Experience 2004 - 2007
Job Politics & International Affairs Consultant
Industry International Affairs
Experience
UNESCO April 2013 - Present
British Consulate-General Boston September 2012 - March 2013
Mercer September 2008 - September 2010
Wellington Management 2004 - 2007
Skills
Relationship Building, International Relations, International Political..., Politics, Foreign Policy, Research, Social Media
Education
Royal Holloway, U. of London 2010 — 2011
Master of Science (MSc), International Relations
Concordia University 2003 — 2007
Bachelor of Arts (BA), Political Science
UNESCO April 2013 - Present
British Consulate-General Boston September 2012 - March 2013
Mercer September 2008 - September 2010
Wellington Management 2004 - 2007
Skills
Relationship Building, International Relations, International Political..., Politics, Foreign Policy, Research, Social Media
Education
Royal Holloway, U. of London 2010 — 2011
Master of Science (MSc), International Relations
Concordia University 2003 — 2007
Bachelor of Arts (BA), Political Science
Joshua Berger, CFA, CMT Joshua Berger, CFA, CMT's Wellington Management Experience 2013 - Present
Job Managing Director, Associate Director of Asset Allocation Product Management at Wellington Management
Industry Investment Management
Experience
Wellington Management 2013 - Present
Wellington Management 2007 - 2013
Wellington Management 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley June 2001 - August 2001
Strategic Decisions Group (SDG) 1997 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Cornell University 1993 — 1997
Bachelor of Arts (B.A.), Biology and Society
Choate Rosemary Hall 1989 — 1993
High School
Wellington Management 2013 - Present
Wellington Management 2007 - 2013
Wellington Management 2004 - 2007
Morgan Stanley 2002 - 2004
Morgan Stanley June 2001 - August 2001
Strategic Decisions Group (SDG) 1997 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Cornell University 1993 — 1997
Bachelor of Arts (B.A.), Biology and Society
Choate Rosemary Hall 1989 — 1993
High School
Nick Pena Nick Pena's Wellington Management Experience June 2011 - September 2011
Job Vice President at Trimaran Capital Partners
Industry Investment Management
Experience
Morgan Stanley Investment Management 2012 - 2014
Wellington Management June 2011 - September 2011
Trimaran Capital Partners / Trian Fund Management 2006 - 2010
Skills
Valuation, Financial Modeling, Fixed Income Research, Fixed Income Trading, Credit Trading, Relative Value, Equity Trading, Portfolio Management, Investment Strategies, Capital Structure, Distressed Debt, Fixed Income Analysis, Due Diligence, Fixed Income, Investments, Trading, Equities, Hedge Funds, Bloomberg, Mutual Funds, Finance
Education
Brookline High School
Columbia University in the City of New York
B.A.
Massachusetts Institute of Technology
MBA, Investment Management, Applied Statistics, System Dynamics
Morgan Stanley Investment Management 2012 - 2014
Wellington Management June 2011 - September 2011
Trimaran Capital Partners / Trian Fund Management 2006 - 2010
Skills
Valuation, Financial Modeling, Fixed Income Research, Fixed Income Trading, Credit Trading, Relative Value, Equity Trading, Portfolio Management, Investment Strategies, Capital Structure, Distressed Debt, Fixed Income Analysis, Due Diligence, Fixed Income, Investments, Trading, Equities, Hedge Funds, Bloomberg, Mutual Funds, Finance
Education
Brookline High School
Columbia University in the City of New York
B.A.
Massachusetts Institute of Technology
MBA, Investment Management, Applied Statistics, System Dynamics
Scott Brink, CFA Scott Brink, CFA's Wellington Management Experience May 2010 - December 2014
Job Senior Wealth Manager at Quadrant Financial
Industry Investment Management
Experience
Quadrant Financial Services, LLC December 2014 - Present
Wellington Management May 2010 - December 2014
Wellington Management July 2006 - May 2010
Marsh Executive Benefits 2001 - July 2006
Emerson Investment Management 2000 - 2001
American Express Financial Advisors 1993 - 2000
Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds
Education
Colby College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Quadrant Financial Services, LLC December 2014 - Present
Wellington Management May 2010 - December 2014
Wellington Management July 2006 - May 2010
Marsh Executive Benefits 2001 - July 2006
Emerson Investment Management 2000 - 2001
American Express Financial Advisors 1993 - 2000
Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds
Education
Colby College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Seamus O'Shea's Wellington Management Experience April 2011 - March 2015
Job Investment Professional
Industry Investment Management
Experience
Wellington Management April 2011 - March 2015
PIMCO June 2008 - March 2011
Cambridge Place Investment Management June 2006 - May 2008
W.R. Huff Asset Management May 2005 - August 2005
Skills
Equities, Fixed Income, Hedge Funds, Financial Modeling, Portfolio Management, Bloomberg, Alternative Investments, Capital Markets, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
College of the Holy Cross 1996 — 2000
BA, Mathematics
National University of Ireland, Galway 1998 — 1999
Mathematics
Wellington Management April 2011 - March 2015
PIMCO June 2008 - March 2011
Cambridge Place Investment Management June 2006 - May 2008
W.R. Huff Asset Management May 2005 - August 2005
Skills
Equities, Fixed Income, Hedge Funds, Financial Modeling, Portfolio Management, Bloomberg, Alternative Investments, Capital Markets, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
College of the Holy Cross 1996 — 2000
BA, Mathematics
National University of Ireland, Galway 1998 — 1999
Mathematics
Ashley Blum Ashley Blum's Wellington Management Experience July 2013 - Present
Job Associate
Industry Investment Management
Experience
Wellington Management July 2013 - Present
Windrose Advisors June 2010 - May 2013
Skills
Zephyr Style Advisor, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Data Analysis, Research, Financial Reporting, Accounting, Hedge Funds, Business Strategy, Microsoft Office, Project Management, Marketing, Mutual Funds, Marketing Strategy, Editing
Education
Colby College 2007 — 2010
Bachelor of Arts (BA), Mathematics
Wesleyan University 2006 — 2007
buckingham browne and nichols
Wellington Management July 2013 - Present
Windrose Advisors June 2010 - May 2013
Skills
Zephyr Style Advisor, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Data Analysis, Research, Financial Reporting, Accounting, Hedge Funds, Business Strategy, Microsoft Office, Project Management, Marketing, Mutual Funds, Marketing Strategy, Editing
Education
Colby College 2007 — 2010
Bachelor of Arts (BA), Mathematics
Wesleyan University 2006 — 2007
buckingham browne and nichols
Jonathan Gadzik Jonathan Gadzik's Wellington Management Experience 2004 - 2005
Job Quant Developer at Loomis, Sayles & Company
Industry Computer Software
Experience
Loomis, Sayles & Company January 2012 - Present
Harvard Management Company 2011 - 2011
Goldman Sachs 2010 - 2011
Iguana Ventures, LLC 2009 - 2010
Harvard Management Company 2007 - 2009
upTick Learning LLC 2005 - 2007
Wellington Management 2004 - 2005
Harvard Business School 2002 - 2004
Deitel & Associates 2001 - 2002
Skills
C#, Financial Markets, SQL, XML, Java
Education
Columbia Engineering 1995 — 1999
BS, Computer Science
Loomis, Sayles & Company January 2012 - Present
Harvard Management Company 2011 - 2011
Goldman Sachs 2010 - 2011
Iguana Ventures, LLC 2009 - 2010
Harvard Management Company 2007 - 2009
upTick Learning LLC 2005 - 2007
Wellington Management 2004 - 2005
Harvard Business School 2002 - 2004
Deitel & Associates 2001 - 2002
Skills
C#, Financial Markets, SQL, XML, Java
Education
Columbia Engineering 1995 — 1999
BS, Computer Science
C. William Cole, CFA, CAIA's Wellington Management Experience August 2012 - Present
Job Assistant Vice President, Fixed Income Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2012 - Present
College of the Holy Cross January 2011 - August 2012
Vanguard July 2007 - January 2011
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Capital Markets, Hedge Funds, Analysis, Alternative Investments, Bloomberg, Economics, Retirement, Investment Strategies, Investment Management, Mutual Funds, Equities
Education
Drexel University 2008 — 2010
MBA, Finance
College of the Holy Cross 2003 — 2007
BA, Economics & Asian Studies
University of Melbourne
Wellington Management August 2012 - Present
College of the Holy Cross January 2011 - August 2012
Vanguard July 2007 - January 2011
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Capital Markets, Hedge Funds, Analysis, Alternative Investments, Bloomberg, Economics, Retirement, Investment Strategies, Investment Management, Mutual Funds, Equities
Education
Drexel University 2008 — 2010
MBA, Finance
College of the Holy Cross 2003 — 2007
BA, Economics & Asian Studies
University of Melbourne
Todd Link Todd Link's Wellington Management Experience 1996 - 2001
Job SVP, COO at Berkshire Hathaway Specialty Insurance
Industry Insurance
Experience
Berkshire Hathaway Specialty Insurance April 2013 - Present
Lexington Insurance August 2010 - April 2013
MPM Capital 2007 - 2010
Thomas H. Lee Partners 2002 - 2007
Lucent Asset Management 2001 - 2002
Wellington Management 1996 - 2001
Skills
Private Equity, Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Equities, Risk Management, Hedge Funds, Portfolio Management, Venture Capital, Mergers & Acquisitions, Corporate Finance, Corporate Development, Finance, Fixed Income, Insurance, Investor Relations, Management Consulting, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1997 — 2002
Master of Business Administration (MBA)
California State University-Long Beach 1989 — 1993
Economics
Claremont High School 1988 — 1989
Barnstable
Berkshire Hathaway Specialty Insurance April 2013 - Present
Lexington Insurance August 2010 - April 2013
MPM Capital 2007 - 2010
Thomas H. Lee Partners 2002 - 2007
Lucent Asset Management 2001 - 2002
Wellington Management 1996 - 2001
Skills
Private Equity, Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Equities, Risk Management, Hedge Funds, Portfolio Management, Venture Capital, Mergers & Acquisitions, Corporate Finance, Corporate Development, Finance, Fixed Income, Insurance, Investor Relations, Management Consulting, Mutual Funds
Education
Suffolk University - Sawyer School of Management 1997 — 2002
Master of Business Administration (MBA)
California State University-Long Beach 1989 — 1993
Economics
Claremont High School 1988 — 1989
Barnstable
Brad Verrecchia Brad Verrecchia's Wellington Management Experience February 2004 - Present
Job Vice President, Manager of Business Intelligence & Analytics
Industry Investment Management
Experience
Wellington Management February 2004 - Present
Education
College of the Holy Cross
Wellington Management February 2004 - Present
Education
College of the Holy Cross
Jed Petty, CFA's Wellington Management Experience May 2012 - Present
Job Managing Director Wellington Management
Industry Investment Management
Experience
Wellington Management May 2012 - Present
Wellington Management LLP May 2005 - May 2012
Fidelity Investments September 1996 - May 2005
Scudder, Stevens & Clark 1990 - 1996
Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Graduate Diploma, Economics
Bucknell University 1983 — 1987
Bachelor of Science (BS), Accounting
Wellington Management May 2012 - Present
Wellington Management LLP May 2005 - May 2012
Fidelity Investments September 1996 - May 2005
Scudder, Stevens & Clark 1990 - 1996
Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Graduate Diploma, Economics
Bucknell University 1983 — 1987
Bachelor of Science (BS), Accounting
Jason Portillo's Wellington Management Experience July 2015 - Present
Job Data Operations Intern Investment Data & Derivative Services at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Year Up 2015 - Present
Swissport September 2014 - Present
Huntleigh Usa November 2013 - Present
Byn Graphics/ StarsApparel.com 2012 - Present
Volt Workforce Solutions November 2014 - February 2015
Skills
Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Leadership, PowerPoint, Business Communications, Financial Management, Time Management, Project+, Management, Team Leadership, Communication, Public Speaking, Research, Social Media, Outlook
Education
Cambridge College 2015 — 2016
Accounting and Finance
Revere High School 2011 — 2012
High School Diploma
Northeast Metro Vocational Tech 2008 — 2011
High School, Plumbing
Wellington Management July 2015 - Present
Year Up 2015 - Present
Swissport September 2014 - Present
Huntleigh Usa November 2013 - Present
Byn Graphics/ StarsApparel.com 2012 - Present
Volt Workforce Solutions November 2014 - February 2015
Skills
Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Leadership, PowerPoint, Business Communications, Financial Management, Time Management, Project+, Management, Team Leadership, Communication, Public Speaking, Research, Social Media, Outlook
Education
Cambridge College 2015 — 2016
Accounting and Finance
Revere High School 2011 — 2012
High School Diploma
Northeast Metro Vocational Tech 2008 — 2011
High School, Plumbing
Claire Husson-Citanna's Wellington Management Experience June 2014 - Present
Job Emerging Markets Debt Portfolio Manager
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Jeff Do's Wellington Management Experience February 2013 - Present
Job
Industry Financial Services
Experience
Wellington Management February 2013 - Present
Skills
Java, Open Source, Trading Systems, Swing, J2EE, Portfolio Management
Education
Columbia University in the City of New York 1992 — 1996
BA
Wellington Management February 2013 - Present
Skills
Java, Open Source, Trading Systems, Swing, J2EE, Portfolio Management
Education
Columbia University in the City of New York 1992 — 1996
BA
Miloje Makivic's Wellington Management Experience May 2006 - Present
Job Fixed Income Derivatives Quant, Ph. D., CFA
Industry Investment Management
Experience
Wellington Management May 2006 - Present
Sowood Capital Management April 2005 - April 2006
CIBC March 2004 - March 2005
Invesco September 1998 - December 2003
Worldstreet Corporation August 1996 - September 1998
Syracuse University October 1993 - August 1996
Institute of Nuclear Sciences,Vinca, Serbia November 1983 - July 1985
Skills
Quantitative Finance, Mathematics, Perl, C, Java, Interest Rate..., R, Equity Derivatives, Exotic Derivatives, Monte Carlo Simulation, Quantitative Research, Markov Chain Monte Carlo, Equities, Fixed Income, Derivatives, Options
Education
Caltech 1990 — 1995
Ph. D., Physics
University of Belgrade 1978 — 1983
B. Sc., Electrical Engineering
Wellington Management May 2006 - Present
Sowood Capital Management April 2005 - April 2006
CIBC March 2004 - March 2005
Invesco September 1998 - December 2003
Worldstreet Corporation August 1996 - September 1998
Syracuse University October 1993 - August 1996
Institute of Nuclear Sciences,Vinca, Serbia November 1983 - July 1985
Skills
Quantitative Finance, Mathematics, Perl, C, Java, Interest Rate..., R, Equity Derivatives, Exotic Derivatives, Monte Carlo Simulation, Quantitative Research, Markov Chain Monte Carlo, Equities, Fixed Income, Derivatives, Options
Education
Caltech 1990 — 1995
Ph. D., Physics
University of Belgrade 1978 — 1983
B. Sc., Electrical Engineering
Adam Krolewski's Wellington Management Experience December 2012 - Present
Job Manager, Enterprise Technical Services at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management December 2012 - Present
mindSHIFT May 2012 - December 2012
mindSHIFT January 2009 - May 2012
mindSHIFT July 2007 - January 2009
ModivMedia (Formerly Mobilelime/Vayusa) April 2006 - July 2007
MindShift 2004 - 2006
MindShift 2003 - 2004
The Telluride Group 2001 - 2003
The Telluride Group 2000 - 2001
The Telluride Group 1999 - 2000
Skills
Customer Service, Operations Management, Account Management, Data Center, IT Operations, SaaS, Automation, VoIP, Managed Services, VMware, Business Development, Leadership, Business Continuity, Security, Cloud Computing, Network Engineering, Management, IT Management, Virtualization, Cisco Technologies, Active Directory, Disaster Recovery, VMware ESX, Network Security, Integration, Servers, Troubleshooting, Windows Server, Enterprise Architecture, DNS, Vendor Management, Firewalls, Microsoft Exchange, Microsoft Technologies, Professional Services, System Administration, Infrastructure, SharePoint, Storage, IT Strategy, Enterprise Software, Storage Area Networks, Citrix, SAN, Networking, IT Service Management, ITIL, VDI
Education
Worcester Polytechnic Institute 2000 — 2004
MS
College of the Holy Cross 1995 — 1999
BA
Wellington Management December 2012 - Present
mindSHIFT May 2012 - December 2012
mindSHIFT January 2009 - May 2012
mindSHIFT July 2007 - January 2009
ModivMedia (Formerly Mobilelime/Vayusa) April 2006 - July 2007
MindShift 2004 - 2006
MindShift 2003 - 2004
The Telluride Group 2001 - 2003
The Telluride Group 2000 - 2001
The Telluride Group 1999 - 2000
Skills
Customer Service, Operations Management, Account Management, Data Center, IT Operations, SaaS, Automation, VoIP, Managed Services, VMware, Business Development, Leadership, Business Continuity, Security, Cloud Computing, Network Engineering, Management, IT Management, Virtualization, Cisco Technologies, Active Directory, Disaster Recovery, VMware ESX, Network Security, Integration, Servers, Troubleshooting, Windows Server, Enterprise Architecture, DNS, Vendor Management, Firewalls, Microsoft Exchange, Microsoft Technologies, Professional Services, System Administration, Infrastructure, SharePoint, Storage, IT Strategy, Enterprise Software, Storage Area Networks, Citrix, SAN, Networking, IT Service Management, ITIL, VDI
Education
Worcester Polytechnic Institute 2000 — 2004
MS
College of the Holy Cross 1995 — 1999
BA
Kin Lee's Wellington Management Experience March 2007 - July 2008
Job Director of Transformation Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
Kenvor Cothey's Wellington Management Experience September 2012 - April 2015
Job Head of Markets at Noble Markets LLC
Industry Financial Services
Experience
Noble Markets LLC May 2015 - Present
Wellington Management September 2012 - April 2015
Jana February 2011 - September 2012
GMO June 2007 - January 2011
Morgan Stanley September 2002 - April 2007
Factiva January 2001 - August 2002
Skills
Equities, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Trading, Electronic Trading, Financial Markets, Portfolio Management, Asset Management, Business Analysis, Management, Fixed Income, Investment Banking, Bloomberg, Quantitative Finance, Equity Derivatives
Education
University of Oxford 1998 — 1999
MSc, Computation
University of Oxford 1993 — 1997
MPhys, Physics
California Institute of Technology 1995 — 1995
Summer Undergraduate Research Fellowship, Oceanography
Dean Close School 1988 — 1993
Noble Markets LLC May 2015 - Present
Wellington Management September 2012 - April 2015
Jana February 2011 - September 2012
GMO June 2007 - January 2011
Morgan Stanley September 2002 - April 2007
Factiva January 2001 - August 2002
Skills
Equities, Trading Systems, Derivatives, Hedge Funds, Capital Markets, Trading, Electronic Trading, Financial Markets, Portfolio Management, Asset Management, Business Analysis, Management, Fixed Income, Investment Banking, Bloomberg, Quantitative Finance, Equity Derivatives
Education
University of Oxford 1998 — 1999
MSc, Computation
University of Oxford 1993 — 1997
MPhys, Physics
California Institute of Technology 1995 — 1995
Summer Undergraduate Research Fellowship, Oceanography
Dean Close School 1988 — 1993
Darren Powell, CFA's Wellington Management Experience July 2004 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2004 - Present
Putnam Investments June 2002 - August 2004
Putnam Investments 2002 - 2004
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Bloomberg, Valuation, Investments, Asset Management, Financial Modeling, Alternative Investments, Emerging Markets, Investment Management, Capital Markets, Equity Valuation, Investment Strategies
Education
Colby College 1996 — 2000
B.A., International Relations
Pine Crest 1994 — 1996
Wellington Management July 2004 - Present
Putnam Investments June 2002 - August 2004
Putnam Investments 2002 - 2004
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Bloomberg, Valuation, Investments, Asset Management, Financial Modeling, Alternative Investments, Emerging Markets, Investment Management, Capital Markets, Equity Valuation, Investment Strategies
Education
Colby College 1996 — 2000
B.A., International Relations
Pine Crest 1994 — 1996
Timothy Hawkes's Wellington Management Experience April 2007 - March 2011
Job Director of Application Development at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies June 2014 - Present
American Student Assistance June 2012 - June 2014
State Street March 2011 - May 2012
Wellington Management April 2007 - March 2011
Putnam Investments 2001 - April 2007
KPMG International 1999 - 2001
Thomson Financial 1998 - 1999
Putnam Investments 1995 - 1998
Skills
Vendor Management, Software Development, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Enterprise Architecture, SDLC, Market Data, SharePoint, Access, Analytics, Product Management, Analysis, Agile Project Management, IIS, Knowledge Management, Business Analysis, Application Architecture, Test Automation, IT Management, .NET, CRM, Factiva, Team Leadership, Financial Services, Mobile Applications, Social Networking, Budgets, Investment Research, SQL Server, Visual Studio, Portal design, Application Delivery, Systems Monitoring, Budget management, IT Operations, Collaboration tools, Application Development, Offshore software..., Investment Management, Performance Management, Usability Testing, Build Automation, Strategic IT Management, Rapid Prototyping, Management, Cloud Applications
Education
Bryant University 1992 — 1996
Bachelor of Business Administration, Finance
SS&C Technologies June 2014 - Present
American Student Assistance June 2012 - June 2014
State Street March 2011 - May 2012
Wellington Management April 2007 - March 2011
Putnam Investments 2001 - April 2007
KPMG International 1999 - 2001
Thomson Financial 1998 - 1999
Putnam Investments 1995 - 1998
Skills
Vendor Management, Software Development, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Enterprise Architecture, SDLC, Market Data, SharePoint, Access, Analytics, Product Management, Analysis, Agile Project Management, IIS, Knowledge Management, Business Analysis, Application Architecture, Test Automation, IT Management, .NET, CRM, Factiva, Team Leadership, Financial Services, Mobile Applications, Social Networking, Budgets, Investment Research, SQL Server, Visual Studio, Portal design, Application Delivery, Systems Monitoring, Budget management, IT Operations, Collaboration tools, Application Development, Offshore software..., Investment Management, Performance Management, Usability Testing, Build Automation, Strategic IT Management, Rapid Prototyping, Management, Cloud Applications
Education
Bryant University 1992 — 1996
Bachelor of Business Administration, Finance
Brooke (Lasky) Fina's Wellington Management Experience 2001 - 2003
Job Employer Development Consultant F. David Fowler Career Center at The George Washington University School of Business
Industry Higher Education
Experience
George Washington University School of Business September 2009 - Present
Oliver Wyman July 2007 - October 2009
Bank of America March 2003 - May 2007
Wellington Management 2001 - 2003
Skills
University Relations, Public Relations, Recruiting
Education
Cornell University 1998 — 2001
Bachelor of Science, Communications
Penn State University 1997 — 1998
George Washington University School of Business September 2009 - Present
Oliver Wyman July 2007 - October 2009
Bank of America March 2003 - May 2007
Wellington Management 2001 - 2003
Skills
University Relations, Public Relations, Recruiting
Education
Cornell University 1998 — 2001
Bachelor of Science, Communications
Penn State University 1997 — 1998
Kartikeya Pant's Wellington Management Experience September 2014 - Present
Job Sr Analyst at Wellington Management
Industry Research
Experience
Wellington Management September 2014 - Present
University of Massachusetts Boston January 2014 - Present
OPK Biotech, LLC October 2010 - December 2013
Wolfe Laboratories, Inc. November 2008 - October 2010
MIT October 2005 - October 2008
Skills
LC-MS, HPLC, UV/Vis, Drug Discovery, NMR, R&D, Chromatography, Analytical Chemistry, Mass Spectrometry, Chemistry, Data Analysis, GLP, Protein Chemistry, PCR, Purification, Data Mining, real-time PCR, PCR primer design, GMP, Data Modeling, R, Python, Java, SQL, AWS, Hadoop, MapReduce, Apache Pig, Hive
Education
Cornell University 1999 — 2005
Ph.D, Chemistry
Indian Institute of Technology, Bombay 1994 — 1999
Wellington Management September 2014 - Present
University of Massachusetts Boston January 2014 - Present
OPK Biotech, LLC October 2010 - December 2013
Wolfe Laboratories, Inc. November 2008 - October 2010
MIT October 2005 - October 2008
Skills
LC-MS, HPLC, UV/Vis, Drug Discovery, NMR, R&D, Chromatography, Analytical Chemistry, Mass Spectrometry, Chemistry, Data Analysis, GLP, Protein Chemistry, PCR, Purification, Data Mining, real-time PCR, PCR primer design, GMP, Data Modeling, R, Python, Java, SQL, AWS, Hadoop, MapReduce, Apache Pig, Hive
Education
Cornell University 1999 — 2005
Ph.D, Chemistry
Indian Institute of Technology, Bombay 1994 — 1999
Jeffrey Kurtz's Wellington Management Experience October 2004 - December 2005
Job Experienced Full Stack Software Engineer
Industry Information Technology and Services
Experience
UpToDate June 2015 - Present
Dirt Road Software April 2014 - Present
ADP January 2015 - June 2015
Associated Environmental Systems November 2014 - May 2015
Convexity Capital Management LP January 2011 - April 2014
Convexity Capital Management LP March 2008 - December 2010
Convexity Capital Management LP January 2006 - March 2008
The CIRCLE Group, Inc. 2001 - 2008
Wellington Management October 2004 - December 2005
EMC February 2001 - October 2004
Skills
RESTful WebServices, API Development, J2EE Web Services, Spring Framework, Agile Methodologies, Software Project..., Human Computer..., Business Process, Scrum, JavaScript, Agile Project Management, XML, Requirements Analysis, SQL, Java, Business Analysis, Test Driven Development, Business Intelligence, AngularJS, Financial Services, Human Resources, HTML5, Spring MVC, Hibernate, JSON, Automated Software..., Enterprise Software
Education
Carnegie Mellon University 1991 — 1995
Bachelor of Science (BS), Mathematics and Computer Science
UpToDate June 2015 - Present
Dirt Road Software April 2014 - Present
ADP January 2015 - June 2015
Associated Environmental Systems November 2014 - May 2015
Convexity Capital Management LP January 2011 - April 2014
Convexity Capital Management LP March 2008 - December 2010
Convexity Capital Management LP January 2006 - March 2008
The CIRCLE Group, Inc. 2001 - 2008
Wellington Management October 2004 - December 2005
EMC February 2001 - October 2004
Skills
RESTful WebServices, API Development, J2EE Web Services, Spring Framework, Agile Methodologies, Software Project..., Human Computer..., Business Process, Scrum, JavaScript, Agile Project Management, XML, Requirements Analysis, SQL, Java, Business Analysis, Test Driven Development, Business Intelligence, AngularJS, Financial Services, Human Resources, HTML5, Spring MVC, Hibernate, JSON, Automated Software..., Enterprise Software
Education
Carnegie Mellon University 1991 — 1995
Bachelor of Science (BS), Mathematics and Computer Science
Jim Kirkwood's Wellington Management Experience August 2001 - December 2007
Job Application Architect at Paychex
Industry Computer Software
Experience
Paychex August 2012 - Present
Wellington Management Company January 2008 - July 2012
Wellington Management August 2001 - December 2007
Questra Consulting July 1999 - August 2001
Skills
Enterprise Architecture, Software Design, Systems Analysis, Integration, Technical Architecture, Software Development, Solution Architecture, Application Architecture, Software Engineering, System Architecture, Content Management, Security, Application Development, Distributed Systems, SOA, Architectures, SDLC, Agile Methodologies, Architecture
Education
Clarkson University 1995 — 1999
BS, Computer Engineering
NE RLF 2012
Paychex August 2012 - Present
Wellington Management Company January 2008 - July 2012
Wellington Management August 2001 - December 2007
Questra Consulting July 1999 - August 2001
Skills
Enterprise Architecture, Software Design, Systems Analysis, Integration, Technical Architecture, Software Development, Solution Architecture, Application Architecture, Software Engineering, System Architecture, Content Management, Security, Application Development, Distributed Systems, SOA, Architectures, SDLC, Agile Methodologies, Architecture
Education
Clarkson University 1995 — 1999
BS, Computer Engineering
NE RLF 2012
Matthew Kyller, CFA's Wellington Management Experience May 2015 - Present
Job Investment Risk Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2015 - Present
FactSet Research Systems September 2006 - May 2015
Skills
Factset, Performance Attribution, Performance Measurement, Equities, Asset Allocation, Fixed Income, Mutual Funds, Hedge Funds, Financial Markets, Market Data, Investment Management, Portfolio Management, Equity Research, Asset Management, Alternative Investments
Education
College of the Holy Cross 2002 — 2006
B.A., Mathematics and Computer Science
University of Melbourne 2005 — 2005
Semester Abroad
Wellington Management May 2015 - Present
FactSet Research Systems September 2006 - May 2015
Skills
Factset, Performance Attribution, Performance Measurement, Equities, Asset Allocation, Fixed Income, Mutual Funds, Hedge Funds, Financial Markets, Market Data, Investment Management, Portfolio Management, Equity Research, Asset Management, Alternative Investments
Education
College of the Holy Cross 2002 — 2006
B.A., Mathematics and Computer Science
University of Melbourne 2005 — 2005
Semester Abroad
Richard Poshpeck's Wellington Management Experience 2006 - 2007
Job Senior Technology Executive
Industry Financial Services
Experience
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Fidelity Investments September 2007 - May 2011
Wellington Management 2006 - 2007
Morgan Stanley 2004 - 2006
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
PwC 1997 - 1999
USF &G 1993 - 1997
Fidelity Investments 1986 - 1993
Skills
Vendor Management, Outsourcing, SDLC, Integration, Data Center, Strategy, Management, ITIL, Program Management, IT Strategy, Unix, PMO, Change Management, Business Analysis, Enterprise Architecture, Business Strategy, Requirements Analysis, Leadership, IT Management, Infrastructure, Information Technology, PMP, Mergers & Acquisitions, Project Portfolio..., Disaster Recovery
Education
Central Connecticut State University
Gian Giordano's Wellington Management Experience April 2008 - Present
Job Vice President, Investment Support Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2008 - Present
Fidelity Investments June 1999 - April 2008
Skills
Mutual Funds, Fund Accounting, Institutional..., Risk Management, Management, Operations Management, Operational Activities
Education
Connecticut College 1993 — 1997
BA, Zoology/Animal Biology
UMass Amherst - Isenberg School of Management
Master of Business Administration (MBA)
Wellington Management April 2008 - Present
Fidelity Investments June 1999 - April 2008
Skills
Mutual Funds, Fund Accounting, Institutional..., Risk Management, Management, Operations Management, Operational Activities
Education
Connecticut College 1993 — 1997
BA, Zoology/Animal Biology
UMass Amherst - Isenberg School of Management
Master of Business Administration (MBA)
Cristin Carley's Wellington Management Experience September 1999 - September 2000
Job
Industry Investment Management
Experience
FLAG Capital Management, LLC September 2008 - March 2013
Audax Group January 2008 - September 2008
Brain Science Foundation October 2007 - January 2008
Audax Group October 2000 - August 2007
Wellington Management September 1999 - September 2000
Skadden Arps June 1996 - June 1999
Skills
Due Diligence, Private Equity, Venture Capital, Valuation, Project Management, Business Strategy, Business Development, Management, Alternative Investments, Mergers & Acquisitions
Education
Stony Brook University 2013 — 2015
Pre-Health Post-Baccalaureate Program
Colgate University 1992 — 1996
Bachelor of Arts, Biology
FLAG Capital Management, LLC September 2008 - March 2013
Audax Group January 2008 - September 2008
Brain Science Foundation October 2007 - January 2008
Audax Group October 2000 - August 2007
Wellington Management September 1999 - September 2000
Skadden Arps June 1996 - June 1999
Skills
Due Diligence, Private Equity, Venture Capital, Valuation, Project Management, Business Strategy, Business Development, Management, Alternative Investments, Mergers & Acquisitions
Education
Stony Brook University 2013 — 2015
Pre-Health Post-Baccalaureate Program
Colgate University 1992 — 1996
Bachelor of Arts, Biology
Lenia M Ascenso's Wellington Management Experience February 2004 - February 2010
Job Director of Operations, Discretionary at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
Jesse Cabarrus's Wellington Management Experience 2005 - 2009
Job Assistant Vice President Wellington Management
Industry Financial Services
Experience
Wellington Management Company, LLP February 2005 - Present
Wellington Management 2005 - 2009
Education
College of the Holy Cross
Northeastern University - Graduate School of Business Administration
MBA
Wellington Management Company, LLP February 2005 - Present
Wellington Management 2005 - 2009
Education
College of the Holy Cross
Northeastern University - Graduate School of Business Administration
MBA
Jeffrey Sung's Wellington Management Experience 1997 - 2003
Job Investment professional
Industry Investment Management
Experience
Method Advisors July 2007 - August 2013
Meketa Investment Group 2004 - 2007
State Street Research 2003 - 2004
Wellington Management 1997 - 2003
US Army 1989 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1985 — 1989
BA, History
Method Advisors July 2007 - August 2013
Meketa Investment Group 2004 - 2007
State Street Research 2003 - 2004
Wellington Management 1997 - 2003
US Army 1989 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA)
Cornell University 1985 — 1989
BA, History
Marjorie Winfrey's Wellington Management Experience October 2011 - Present
Job Equity Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
Access Alliance September 2010 - Present
United Airlines August 2009 - September 2011
University of Chicago Graduate School of Business September 2007 - June 2009
Goldman Sachs June 2008 - August 2008
InterMedia Global Research October 2003 - July 2007
Institute of International Education September 2002 - October 2003
Skills
Financial Modeling, Fundraising, Russian, Business Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Economics
Columbia University in the City of New York 1998 — 2002
BA, Russian Studies
Wellington Management October 2011 - Present
Access Alliance September 2010 - Present
United Airlines August 2009 - September 2011
University of Chicago Graduate School of Business September 2007 - June 2009
Goldman Sachs June 2008 - August 2008
InterMedia Global Research October 2003 - July 2007
Institute of International Education September 2002 - October 2003
Skills
Financial Modeling, Fundraising, Russian, Business Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Economics
Columbia University in the City of New York 1998 — 2002
BA, Russian Studies
Jennifer Hunnewell, CFA's Wellington Management Experience January 1997 - July 2015
Job Global Client Relations, GMO
Industry Investment Management
Experience
GMO September 2015 - Present
Community Boat Building May 2014 - Present
Wellington Management January 1997 - July 2015
Wellington Management January 2011 - April 2014
Wellington Management June 2011 - July 2013
Credit Suisse 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Private Equity, Fixed Income, Asset Managment, Securities, Equities, Credit Derivatives, Change Management, Strategic Planning, Business Strategy, Marketing, Investments, Asset Management, Investment Management, Asset Allocation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Relations & Economics
Connecticut College 1987 — 1991
Bachelor of Arts (B.A.), International Relations and French
GMO September 2015 - Present
Community Boat Building May 2014 - Present
Wellington Management January 1997 - July 2015
Wellington Management January 2011 - April 2014
Wellington Management June 2011 - July 2013
Credit Suisse 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Private Equity, Fixed Income, Asset Managment, Securities, Equities, Credit Derivatives, Change Management, Strategic Planning, Business Strategy, Marketing, Investments, Asset Management, Investment Management, Asset Allocation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Relations & Economics
Connecticut College 1987 — 1991
Bachelor of Arts (B.A.), International Relations and French
Christine Scordato's Wellington Management Experience 2004 - Present
Job Managing Director, Human Resources at Wellington
Industry Investment Management
Experience
Wellington Management 2004 - Present
Putnam Investments 1991 - 2004
Catalyst 1988 - 1991
Skills
Asset Management, Strategic Planning, Talent Management, Coaching, Organizational..., Investments, Leadership
Education
Columbia University - Columbia Business School 2013 — 2014
Columbia Coaching Program, Executive coaching
Smith College 1982 — 1986
A.B.
Harvard University Graduate School of Education
Ed.M., Organizational Change and Adult Development
Wellington Management 2004 - Present
Putnam Investments 1991 - 2004
Catalyst 1988 - 1991
Skills
Asset Management, Strategic Planning, Talent Management, Coaching, Organizational..., Investments, Leadership
Education
Columbia University - Columbia Business School 2013 — 2014
Columbia Coaching Program, Executive coaching
Smith College 1982 — 1986
A.B.
Harvard University Graduate School of Education
Ed.M., Organizational Change and Adult Development
Libby Teborek's Wellington Management Experience July 2012 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2012 - Present
Goldman Sachs August 2008 - July 2012
Audentes Technology October 2006 - August 2008
ICON July 2005 - October 2006
Education
Michigan State University 2002 — 2005
Bachelor of Arts, Communication Sciences, specialization in Public Relations
College of Charleston 2001 — 2002
Communications
Wellington Management July 2012 - Present
Goldman Sachs August 2008 - July 2012
Audentes Technology October 2006 - August 2008
ICON July 2005 - October 2006
Education
Michigan State University 2002 — 2005
Bachelor of Arts, Communication Sciences, specialization in Public Relations
College of Charleston 2001 — 2002
Communications
Seth Glattstein's Wellington Management Experience 1997 - 2001
Job Quantitative Analyst at GMO
Industry Investment Management
Experience
GMO 2001 - Present
Wellington Management 1997 - 2001
PSDI 1994 - 1997
DRT Systems International 1992 - 1994
Access Development Inc 1991 - 1992
Hell Graphic Systems 1990 - 1991
Multis Inc. 1989 - 1990
Microway 1986 - 1989
Skills
Portfolio Management, Quantitative Finance, Equities, Quantitative Analytics, Investment Management, Asset Management, Programming, Fixed Income, Portfolio Optimization, Matlab, Investments, Portfolio Construction, Equity Research
Education
Case Western Reserve University 1982 — 1986
BS
GMO 2001 - Present
Wellington Management 1997 - 2001
PSDI 1994 - 1997
DRT Systems International 1992 - 1994
Access Development Inc 1991 - 1992
Hell Graphic Systems 1990 - 1991
Multis Inc. 1989 - 1990
Microway 1986 - 1989
Skills
Portfolio Management, Quantitative Finance, Equities, Quantitative Analytics, Investment Management, Asset Management, Programming, Fixed Income, Portfolio Optimization, Matlab, Investments, Portfolio Construction, Equity Research
Education
Case Western Reserve University 1982 — 1986
BS
Chad Tyson's Wellington Management Experience September 2013 - Present
Job Vice President & Counsel at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2013 - Present
State Street Global Advisors January 2006 - September 2013
State Street 2006 - 2010
State Street Global Advisors 2006 - March 2009
Bingham McCutchen 2002 - 2006
Education
Vermont Law School 1999 — 2002
JD
Colby College 1991 — 1995
Wellington Management September 2013 - Present
State Street Global Advisors January 2006 - September 2013
State Street 2006 - 2010
State Street Global Advisors 2006 - March 2009
Bingham McCutchen 2002 - 2006
Education
Vermont Law School 1999 — 2002
JD
Colby College 1991 — 1995
Felipe Aggiunti Yoshida's Wellington Management Experience August 2015 - Present
Job Portfolio Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2015 - Present
UBS Global Asset Management June 2014 - August 2014
Banco Santander October 2010 - June 2013
University of Illinois at Urbana-Champaign May 2008 - December 2008
Skills
VBA, C++, SQL, Market Risk, Portfolio Management, Matlab, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
MSCF/MBA Dual, Financial Mathematics
Universidade de São Paulo 2004 — 2009
Engineer's degree, Computer Engineering
University of Illinois at Urbana-Champaign 2007 — 2008
Computer Engineering
Wellington Management August 2015 - Present
UBS Global Asset Management June 2014 - August 2014
Banco Santander October 2010 - June 2013
University of Illinois at Urbana-Champaign May 2008 - December 2008
Skills
VBA, C++, SQL, Market Risk, Portfolio Management, Matlab, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
MSCF/MBA Dual, Financial Mathematics
Universidade de São Paulo 2004 — 2009
Engineer's degree, Computer Engineering
University of Illinois at Urbana-Champaign 2007 — 2008
Computer Engineering
Dragan Skoko's Wellington Management Experience January 2007 - December 2008
Job Quantitative Strategist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Self-employed February 2015 - May 2015
Batterymarch Financial Management April 2009 - November 2014
Wellington Management January 2007 - December 2008
PHZ Capital Partners December 2001 - January 2007
Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management
Education
Radford University
B.S.
Colorado State University
Certificate In Statistical Methods
Fidelity Investments June 2015 - Present
Self-employed February 2015 - May 2015
Batterymarch Financial Management April 2009 - November 2014
Wellington Management January 2007 - December 2008
PHZ Capital Partners December 2001 - January 2007
Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management
Education
Radford University
B.S.
Colorado State University
Certificate In Statistical Methods
Bunny Silverstein's Wellington Management Experience August 2009 - November 2009
Job
Industry Biotechnology
Experience
Good Start Genetics September 2010 - Present
All Newton Music School March 2010 - September 2010
Wellington Management August 2009 - November 2009
Wasatch Advisors September 2003 - October 2008
US Bank February 2001 - September 2003
Academy Mortgage/Utah Home Loans October 1998 - February 2001
The Equitable/AXA - Woodland Hills, CA September 1993 - June 1995
Marcus & Millichap, San Francisco, CA September 1985 - April 1988
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Data Analysis, Sales, Microsoft Excel, Research, Entrepreneurship
Education
Simmons College - Simmons School of Management 1983 — 1984
MBA
Colgate University 1975 — 1979
BA
Good Start Genetics September 2010 - Present
All Newton Music School March 2010 - September 2010
Wellington Management August 2009 - November 2009
Wasatch Advisors September 2003 - October 2008
US Bank February 2001 - September 2003
Academy Mortgage/Utah Home Loans October 1998 - February 2001
The Equitable/AXA - Woodland Hills, CA September 1993 - June 1995
Marcus & Millichap, San Francisco, CA September 1985 - April 1988
Skills
Venture Capital, Start-ups, Biotechnology, Private Equity, Data Analysis, Sales, Microsoft Excel, Research, Entrepreneurship
Education
Simmons College - Simmons School of Management 1983 — 1984
MBA
Colgate University 1975 — 1979
BA
Chris Durlacher's Wellington Management Experience August 2015 - Present
Job High Yield Analyst at Wellington
Industry Investment Management
Experience
Wellington Management August 2015 - Present
Fidelity Investments August 2011 - June 2015
Barclays Capital June 2010 - August 2010
RCG LLC October 2005 - June 2009
Pok-O-MacCready Camps June 2003 - September 2005
Skills
Asset Management, Financial Analysis, Portfolio Management, Analysis, Equity Research, Valuation, Bloomberg, Property Management, Asset Managment, Bonds, Alternative Investments, Equities, Investments, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing
Williams College 1999 — 2003
BA, Art History
Wellington Management August 2015 - Present
Fidelity Investments August 2011 - June 2015
Barclays Capital June 2010 - August 2010
RCG LLC October 2005 - June 2009
Pok-O-MacCready Camps June 2003 - September 2005
Skills
Asset Management, Financial Analysis, Portfolio Management, Analysis, Equity Research, Valuation, Bloomberg, Property Management, Asset Managment, Bonds, Alternative Investments, Equities, Investments, Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing
Williams College 1999 — 2003
BA, Art History
Scott St John's Wellington Management Experience February 2003 - Present
Job Partner Wellington Management
Industry Financial Services
Experience
Wellington Management February 2003 - Present
State Street Research 2001 - 2003
Eaton Vance Management 1995 - 1999
Skills
Portfolio Management, Asset Management, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Fixed Income Analysis, Bonds, Derivatives, Capital Markets, Equity Research, Securities, High Yield, Series 7, Chartered Financial..., Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Accounting and Finance
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
Cooperstown High School 1982 — 1986
Wellington Management February 2003 - Present
State Street Research 2001 - 2003
Eaton Vance Management 1995 - 1999
Skills
Portfolio Management, Asset Management, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Fixed Income Analysis, Bonds, Derivatives, Capital Markets, Equity Research, Securities, High Yield, Series 7, Chartered Financial..., Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
MBA, Accounting and Finance
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
Cooperstown High School 1982 — 1986
Nilesh Undavia's Wellington Management Experience AnalystCredit Suisse First Boston1988 - 1990
Job Partner at Wellington Management
Industry Investment Management
Experience
Wellington Management AnalystCredit Suisse First Boston1988 - 1990
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, General Management
Columbia College (NY) 1984 — 1988
B.A, Philosophy-Economics
Wellington Management AnalystCredit Suisse First Boston1988 - 1990
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, General Management
Columbia College (NY) 1984 — 1988
B.A, Philosophy-Economics
Alison (Lindblom) Swallow's Wellington Management Experience July 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wellington Management July 2007 - December 2008
The Boston Company November 2004 - June 2007
Standish Mellon Asset Management January 2002 - November 2004
Standish Mellon Asset Management June 2000 - January 2002
Investors Bank & Trust July 1999 - June 2000
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Connecticut College 1995 — 1999
BA, Economics
Wellington Management July 2007 - December 2008
The Boston Company November 2004 - June 2007
Standish Mellon Asset Management January 2002 - November 2004
Standish Mellon Asset Management June 2000 - January 2002
Investors Bank & Trust July 1999 - June 2000
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Connecticut College 1995 — 1999
BA, Economics
Brian Stanley, PMP, CSM's Wellington Management Experience May 1995 - February 2007
Job Director, Project Manager at New York Life Investment Management
Industry Information Technology and Services
Experience
New York Life Investment Management July 2010 - Present
Wilmer Hale May 2010 - July 2010
Shawmut Design and Construction May 2008 - February 2009
Fidelity Investments April 2007 - May 2008
Wellington Management May 1995 - February 2007
Skills
SDLC, PMO, Software Project..., PMP, IT Management, Disaster Recovery, Certified Scrum Master..., Business Analysis, Program Management, Risk Management, Vendor Management, Data Center, Project Management, Requirements Analysis, SharePoint, Integration
Education
Boston University (CEC) 2008 — 2008
Certification in Applied Project Management
Canisius College 1971 — 1974
BS, Economics
New York Life Investment Management July 2010 - Present
Wilmer Hale May 2010 - July 2010
Shawmut Design and Construction May 2008 - February 2009
Fidelity Investments April 2007 - May 2008
Wellington Management May 1995 - February 2007
Skills
SDLC, PMO, Software Project..., PMP, IT Management, Disaster Recovery, Certified Scrum Master..., Business Analysis, Program Management, Risk Management, Vendor Management, Data Center, Project Management, Requirements Analysis, SharePoint, Integration
Education
Boston University (CEC) 2008 — 2008
Certification in Applied Project Management
Canisius College 1971 — 1974
BS, Economics
Chaoyi Li's Wellington Management Experience August 2012 - Present
Job AVP, Research Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
Citigroup January 2012 - July 2012
Goldman Sachs March 2010 - December 2011
Magnetar Capital June 2009 - August 2009
Skills
Portfolio Management, Equities, Quantitative Analytics, Equity Research, Investments, Fixed Income, SQL, Java, Matlab, SAS, C#, Data Mining, R
Education
Carnegie Mellon University 2008 — 2009
MS, Information Systems
Tsinghua University 2006 — 2008
Minor, Economics
Tsinghua University 2004 — 2008
Bachalor, Electrical & Computer Engineering
Wellington Management August 2012 - Present
Citigroup January 2012 - July 2012
Goldman Sachs March 2010 - December 2011
Magnetar Capital June 2009 - August 2009
Skills
Portfolio Management, Equities, Quantitative Analytics, Equity Research, Investments, Fixed Income, SQL, Java, Matlab, SAS, C#, Data Mining, R
Education
Carnegie Mellon University 2008 — 2009
MS, Information Systems
Tsinghua University 2006 — 2008
Minor, Economics
Tsinghua University 2004 — 2008
Bachalor, Electrical & Computer Engineering
Jeanne Skettino,CFA's Wellington Management Experience February 2013 - April 2014
Job Financial Services Professional
Industry Investment Management
Experience
Wellington Management February 2013 - April 2014
Wellington Management February 2011 - August 2012
Gannett Welsh & Kotler 1992 - 2008
Logica 1985 - 1992
Bank of Boston 1981 - 1985
Mellon Bank 1978 - 1981
Skills
Business Intelligence, Fixed Income, Process Improvement, Strategy, Requirements Analysis, Business Analysis, Management, Business Process, Investments, Finance, Portfolio Management
Education
Carnegie Mellon University 1974 — 1978
BS, Administration and Management Sciences
Wellington Management February 2013 - April 2014
Wellington Management February 2011 - August 2012
Gannett Welsh & Kotler 1992 - 2008
Logica 1985 - 1992
Bank of Boston 1981 - 1985
Mellon Bank 1978 - 1981
Skills
Business Intelligence, Fixed Income, Process Improvement, Strategy, Requirements Analysis, Business Analysis, Management, Business Process, Investments, Finance, Portfolio Management
Education
Carnegie Mellon University 1974 — 1978
BS, Administration and Management Sciences
Kim Sarajian, CFA's Wellington Management Experience March 2000 - December 2008
Job Business analytics and digital marketing, David's Bridal
Industry Research
Experience
David's Bridal Inc. February 2012 - Present
e-Dialog February 2010 - March 2011
Wellington Management March 2000 - December 2008
Skills
Strategic Planning, Online Marketing, Analytics, Big Data, Web Analytics, Relational Data Modeling, Database Design, Business Intelligence, Financial Analysis, Market Research, Business Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Colby College 1989 — 1993
AB, Economics
LHS
David's Bridal Inc. February 2012 - Present
e-Dialog February 2010 - March 2011
Wellington Management March 2000 - December 2008
Skills
Strategic Planning, Online Marketing, Analytics, Big Data, Web Analytics, Relational Data Modeling, Database Design, Business Intelligence, Financial Analysis, Market Research, Business Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Colby College 1989 — 1993
AB, Economics
LHS
Elena Shorb's Wellington Management Experience May 2012 - February 2015
Job EA & Operations Coordinator at G2 Technology Group
Industry Management Consulting
Experience
G2 Technology Group February 2015 - Present
Wellington Management May 2012 - February 2015
The Locator Services Group Ltd. August 2009 - May 2012
Roberta Flack DBA Magic Lady May 2008 - October 2009
Jamba Juice June 2007 - December 2008
Skills
Customer Service, Business Development, Leadership, Microsoft Excel, Social Media, Management, Microsoft Office, Marketing, Event Planning, Social Media Marketing, PowerPoint, Data Analysis, Sales, Social Networking, Autotask, QuickBooks, Travel Management, SugarCRM
Education
Correlations, LLC 2011 — 2011
Certified Event Planner, Event Planning
Clemson University 2004 — 2008
BA, Economics
G2 Technology Group February 2015 - Present
Wellington Management May 2012 - February 2015
The Locator Services Group Ltd. August 2009 - May 2012
Roberta Flack DBA Magic Lady May 2008 - October 2009
Jamba Juice June 2007 - December 2008
Skills
Customer Service, Business Development, Leadership, Microsoft Excel, Social Media, Management, Microsoft Office, Marketing, Event Planning, Social Media Marketing, PowerPoint, Data Analysis, Sales, Social Networking, Autotask, QuickBooks, Travel Management, SugarCRM
Education
Correlations, LLC 2011 — 2011
Certified Event Planner, Event Planning
Clemson University 2004 — 2008
BA, Economics
Carina Ranelli Caccavelli's Wellington Management Experience January 2015 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Wellington Management July 2004 - March 2008
Wellington Management September 2002 - June 2004
Wellington Management July 2000 - September 2002
Federal Reserve Bank of New York June 1999 - August 1999
Fidelity Investments June 1996 - August 1998
Fidelity Investments June 1994 - June 1996
Fidelity Investments June 1992 - June 1994
The Boston Company July 1991 - June 1992
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance and Strategy
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics
Wellington Management January 2015 - Present
Wellington Management July 2004 - March 2008
Wellington Management September 2002 - June 2004
Wellington Management July 2000 - September 2002
Federal Reserve Bank of New York June 1999 - August 1999
Fidelity Investments June 1996 - August 1998
Fidelity Investments June 1994 - June 1996
Fidelity Investments June 1992 - June 1994
The Boston Company July 1991 - June 1992
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance and Strategy
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics
Richard Newman, CFA's Wellington Management Experience August 2005 - Present
Job Assistant Vice President, Relationship Management at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2005 - Present
The Boston Company Asset Management 2003 - 2005
State Street 1999 - 2003
Skills
Fixed Income, Asset Managment, Equities, Insurance, Relationship Management, Investments, Agency MBS, Scenario Analysis, ALM, Barclays Point, Bloomberg
Education
Bryant University 1995 — 1999
BS, Finance
Pinkerton Academy 1991 — 1995
Wellington Management August 2005 - Present
The Boston Company Asset Management 2003 - 2005
State Street 1999 - 2003
Skills
Fixed Income, Asset Managment, Equities, Insurance, Relationship Management, Investments, Agency MBS, Scenario Analysis, ALM, Barclays Point, Bloomberg
Education
Bryant University 1995 — 1999
BS, Finance
Pinkerton Academy 1991 — 1995
Michele Blanchette's Wellington Management Experience 1998 - 2008
Job Business Analyst
Industry Financial Services
Experience
Wellington Management Co February 1996 - August 2009
Wellington Management 1998 - 2008
Education
Bryant University
Wellington Management Co February 1996 - August 2009
Wellington Management 1998 - 2008
Education
Bryant University
Bridget Olsen's Wellington Management Experience May 2014 - Present
Job Global Consultant Relations at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2014 - Present
Wellington Management June 2012 - May 2014
Wellington Management July 2010 - June 2012
Goldman Sachs July 2007 - July 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate
Colby College 2003 — 2007
BA, Economics
London School of Economics and Political Science 2005 — 2006
General Course
Wellington Management May 2014 - Present
Wellington Management June 2012 - May 2014
Wellington Management July 2010 - June 2012
Goldman Sachs July 2007 - July 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate
Colby College 2003 — 2007
BA, Economics
London School of Economics and Political Science 2005 — 2006
General Course
Stephanie Yeung's Wellington Management Experience June 2011 - August 2011
Job Research Analyst at Outpoint Capital
Industry Investment Management
Experience
Outpoint Capital April 2013 - Present
2nd Nature, LLC September 2012 - January 2013
Wellington Management June 2011 - August 2011
Philadelphia International Advisors June 2010 - August 2010
BNP Paribas January 2010 - June 2010
BNP Paribas January 2008 - January 2010
BNP Paribas July 2005 - January 2008
Acharne Capital Management June 2004 - August 2004
Skills
Equities, Finance, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Emerging Markets, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Derivatives, Equity Research, Private Equity, Investments, Financial Analysis, Structured Products, Financial Markets, Due Diligence, Business Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting and Economics
Carnegie Mellon University - Tepper School of Business 2001 — 2005
BS, Business Administration with a concentration on Finance
Outpoint Capital April 2013 - Present
2nd Nature, LLC September 2012 - January 2013
Wellington Management June 2011 - August 2011
Philadelphia International Advisors June 2010 - August 2010
BNP Paribas January 2010 - June 2010
BNP Paribas January 2008 - January 2010
BNP Paribas July 2005 - January 2008
Acharne Capital Management June 2004 - August 2004
Skills
Equities, Finance, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Emerging Markets, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Derivatives, Equity Research, Private Equity, Investments, Financial Analysis, Structured Products, Financial Markets, Due Diligence, Business Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting and Economics
Carnegie Mellon University - Tepper School of Business 2001 — 2005
BS, Business Administration with a concentration on Finance
Chris Teachout's Wellington Management Experience May 2004 - July 2008
Job Investment Analyst at Federated Investors
Industry Investment Management
Experience
Federated Investors November 2010 - Present
Wellington Management May 2004 - July 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Villanova University 1999 — 2002
BBS, Finance
Federated Investors November 2010 - Present
Wellington Management May 2004 - July 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Villanova University 1999 — 2002
BBS, Finance
Kristen Huberdeau Tremblay's Wellington Management Experience July 2007 - June 2011
Job Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Freelance January 1995 - Present
Berkshire Partners 2011 - Present
Newton Parks and Recreation September 2011 - Present
Paris Cabaret/Starline Dinner Theater August 2011 - June 2013
Wellington Management July 2007 - June 2011
Massachusetts Hospital School 1999 - 2006
Skills
Singing, Teaching, Executive..., Employee Training, Organizational..., Performing Arts, Music, Interpersonal Skill, Public Speaking
Education
Lesley University
Bachelor of Arts (B.A.), Human Development
Cambridge College
Master of Management, General Business Management
Freelance January 1995 - Present
Berkshire Partners 2011 - Present
Newton Parks and Recreation September 2011 - Present
Paris Cabaret/Starline Dinner Theater August 2011 - June 2013
Wellington Management July 2007 - June 2011
Massachusetts Hospital School 1999 - 2006
Skills
Singing, Teaching, Executive..., Employee Training, Organizational..., Performing Arts, Music, Interpersonal Skill, Public Speaking
Education
Lesley University
Bachelor of Arts (B.A.), Human Development
Cambridge College
Master of Management, General Business Management
Kofi Quansah, CAIA's Wellington Management Experience January 2012 - Present
Job Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2012 - Present
Avid Technology February 2011 - October 2011
Silver Bridge Advisors April 2010 - March 2011
Societe Generale December 2008 - August 2009
Education
Clark University 2009 — 2011
Wellington Management January 2012 - Present
Avid Technology February 2011 - October 2011
Silver Bridge Advisors April 2010 - March 2011
Societe Generale December 2008 - August 2009
Education
Clark University 2009 — 2011
Rosemary O'Dea's Wellington Management Experience 2011 - Present
Job at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
Leigh Pool's Wellington Management Experience 1998 - 2002
Job District Director, State Representative Lance Gooden, District 4
Industry Health, Wellness and Fitness
Experience
State Representative Lance Gooden January 2011 - January 2015
Lakes Regional MHMR Center June 2009 - December 2010
Egon Zehnder International July 2004 - February 2009
Wellington Management 1998 - 2002
Edelman 1988 - 1995
Skills
Microsoft Office, Fundraising, Nonprofits, Public Relations, Event Planning, Community Outreach, Customer Service, Non-profits, Team Building, Public Speaking, Research, Training, Leadership Development, Event Management, Government, Policy, Leadership, Grant Writing, Community Development, Program Development
Education
Cedar Crest College 1968 — 1973
B.A., History, PoliSci
Pingree School 1964 — 1968
State Representative Lance Gooden January 2011 - January 2015
Lakes Regional MHMR Center June 2009 - December 2010
Egon Zehnder International July 2004 - February 2009
Wellington Management 1998 - 2002
Edelman 1988 - 1995
Skills
Microsoft Office, Fundraising, Nonprofits, Public Relations, Event Planning, Community Outreach, Customer Service, Non-profits, Team Building, Public Speaking, Research, Training, Leadership Development, Event Management, Government, Policy, Leadership, Grant Writing, Community Development, Program Development
Education
Cedar Crest College 1968 — 1973
B.A., History, PoliSci
Pingree School 1964 — 1968
Rupal Doshi's Wellington Management Experience August 1996 - May 1998
Job Chief Operating Officer at Corvex Management LP
Industry Investment Management
Experience
Corvex Management LP January 2011 - Present
Icahn Capital June 2005 - March 2008
The Blackstone Group August 1998 - May 2005
Wellington Management August 1996 - May 1998
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Bucknell University 1987 — 1991
BA, Economics
Corvex Management LP January 2011 - Present
Icahn Capital June 2005 - March 2008
The Blackstone Group August 1998 - May 2005
Wellington Management August 1996 - May 1998
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Bucknell University 1987 — 1991
BA, Economics
Robert Connors's Wellington Management Experience December 2003 - February 2006
Job Vice President, Investor Relations at Audax Group
Industry Financial Services
Experience
Audax Group May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital) April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital) November 2010 - March 2013
Rockefeller & Co., Inc. March 2007 - November 2010
MFS Investment Management February 2006 - March 2007
Wellington Management December 2003 - February 2006
Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg
Education
College of the Holy Cross 1994 — 1998
Audax Group May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital) April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital) November 2010 - March 2013
Rockefeller & Co., Inc. March 2007 - November 2010
MFS Investment Management February 2006 - March 2007
Wellington Management December 2003 - February 2006
Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg
Education
College of the Holy Cross 1994 — 1998
Kristen Petrillo's Wellington Management Experience July 2008 - August 2010
Job DPT Student
Industry Health, Wellness and Fitness
Experience
Absolute Physical Therapy 2012 - 2012
Wellington Management July 2008 - August 2010
Education
Chapman University 2012 — 2015
D.P.T., Physical Therapy/Therapist
Pomona College 2004 — 2008
Physics, Earth, Planetary, and Space Science
Absolute Physical Therapy 2012 - 2012
Wellington Management July 2008 - August 2010
Education
Chapman University 2012 — 2015
D.P.T., Physical Therapy/Therapist
Pomona College 2004 — 2008
Physics, Earth, Planetary, and Space Science
Chris Doherty, CFA's Wellington Management Experience July 2015 - Present
Job Global Bond Product Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Wellington Management July 2015 - Present
PIMCO December 2014 - July 2015
PIMCO June 2013 - December 2014
AXA Equitable October 2012 - May 2013
AXA Equitable August 2009 - October 2012
AXA Distributors June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Series 7, Fixed Income, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2005 — 2009
BA, Economics
Adlai Tejeda's Wellington Management Experience February 2010 - July 2010
Job Computer Hardware/Software Desktop Support
Industry Computer Hardware
Experience
Wellington Management February 2010 - July 2010
Wellington Management January 2010 - July 2010
Papa Gino's October 2007 - October 2008
Papa Gino's October 2007 - October 2008
Education
Cambridge College
B.S, Business Management; Information Technology
Cambridge College
B.S, Business Management; Information Technology
Cambridge College, Year Up
Technical Certificate; B.S, Information Technology; Business Management
Cambridge College, Year Up
Technical Certificate; B.S, Information Technology; Business Management
Wellington Management February 2010 - July 2010
Wellington Management January 2010 - July 2010
Papa Gino's October 2007 - October 2008
Papa Gino's October 2007 - October 2008
Education
Cambridge College
B.S, Business Management; Information Technology
Cambridge College
B.S, Business Management; Information Technology
Cambridge College, Year Up
Technical Certificate; B.S, Information Technology; Business Management
Cambridge College, Year Up
Technical Certificate; B.S, Information Technology; Business Management
S. Joel Mittelman CFA,CPA's Wellington Management Experience September 2001 - November 2005
Job Portfolio Strategist at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
Jean (Abdella) Chastain's Wellington Management Experience 2000 - Present
Job Managing Director, Wellington Management
Industry Investment Management
Experience
Wellington Management 2000 - Present
Citibank 1994 - 2000
General Reinsurance 1984 - 1992
Education
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master of Arts (M.A.), International Studies, Spanish
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Connecticut College 1980 — 1984
BA, Economics, cum laude
Wellington Management 2000 - Present
Citibank 1994 - 2000
General Reinsurance 1984 - 1992
Education
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master of Arts (M.A.), International Studies, Spanish
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Connecticut College 1980 — 1984
BA, Economics, cum laude
Aviva Mail's Wellington Management Experience July 2012 - March 2015
Job Analyst at MIT Investment Management Company
Industry Financial Services
Experience
MIT Investment Management Company March 2015 - Present
Wellington Management July 2012 - March 2015
Sapient Global Markets June 2010 - July 2012
Skills
Equity Derivatives, Data Analysis, Valuation, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Microsoft Excel, Microsoft Office, Management, Trading Systems
Education
Cornell University 2006 — 2010
B.S., Biometry and Statistics
MIT Investment Management Company March 2015 - Present
Wellington Management July 2012 - March 2015
Sapient Global Markets June 2010 - July 2012
Skills
Equity Derivatives, Data Analysis, Valuation, Analysis, Business Analysis, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Microsoft Excel, Microsoft Office, Management, Trading Systems
Education
Cornell University 2006 — 2010
B.S., Biometry and Statistics
Kathleen Bochman's Wellington Management Experience 2001 - 2005
Job Vice President at Loomis Sayles & Co
Industry Capital Markets
Experience
Loomis Sayles & Co 2006 - Present
Wellington Management 2001 - 2005
State Street Research and Management 1992 - 2001
Andersen Consulting 1989 - 1992
Education
Columbia Business School 1987 — 1989
MBA, Finance
Dartmouth College 1983 — 1987
BA, Psychology
Loomis Sayles & Co 2006 - Present
Wellington Management 2001 - 2005
State Street Research and Management 1992 - 2001
Andersen Consulting 1989 - 1992
Education
Columbia Business School 1987 — 1989
MBA, Finance
Dartmouth College 1983 — 1987
BA, Psychology
Jonathan McIvor's Wellington Management Experience August 2012 - April 2014
Job Financial Product Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
Wellington Management August 2012 - April 2014
Fidelity Investments June 2011 - August 2011
HomeCare New England June 2010 - August 2010
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Bloomberg LP April 2014 - Present
Wellington Management August 2012 - April 2014
Fidelity Investments June 2011 - August 2011
HomeCare New England June 2010 - August 2010
Education
Colby College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Frances Phillips's Wellington Management Experience January 2001 - January 2003
Job Recruiter, Sales, Relocation expertise
Industry Human Resources
Experience
Home February 2003 - Present
Wellington Management January 2001 - January 2003
CCBN August 1999 - December 2000
Kaiser Permanente January 1996 - February 1997
Skills
College Recruiting
Education
Trinity College, Dublin 1997 — 1998
Master of Business Administration (M.B.A.)
Connecticut College 1986 — 1990
Bachelor of Arts (BA), American Government and Politics (United States)
Home February 2003 - Present
Wellington Management January 2001 - January 2003
CCBN August 1999 - December 2000
Kaiser Permanente January 1996 - February 1997
Skills
College Recruiting
Education
Trinity College, Dublin 1997 — 1998
Master of Business Administration (M.B.A.)
Connecticut College 1986 — 1990
Bachelor of Arts (BA), American Government and Politics (United States)
Nathaniel Welsh's Wellington Management Experience July 2009 - January 2010
Job GE Corporate Audit Staff
Industry Financial Services
Experience
GE Capital January 2012 - Present
Arcano February 2011 - August 2011
Wellington Management July 2009 - January 2010
Wells Fargo Bank May 2008 - September 2008
Skills
Capital Markets
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance
ICADE 2010 — 2011
E4
GE Capital January 2012 - Present
Arcano February 2011 - August 2011
Wellington Management July 2009 - January 2010
Wells Fargo Bank May 2008 - September 2008
Skills
Capital Markets
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance
ICADE 2010 — 2011
E4
Stephen Crisan's Wellington Management Experience August 2012 - Present
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
State Street December 2011 - August 2012
State Street Investment Analytics August 2009 - November 2011
State Street Global Services June 2008 - August 2009
State Street Global Services January 2008 - June 2008
State Street Global Services August 2006 - January 2008
Education
Case Western Reserve University 2002 — 2006
Bachelor of Arts, Economics, Accounting, Finance
Wellington Management August 2012 - Present
State Street December 2011 - August 2012
State Street Investment Analytics August 2009 - November 2011
State Street Global Services June 2008 - August 2009
State Street Global Services January 2008 - June 2008
State Street Global Services August 2006 - January 2008
Education
Case Western Reserve University 2002 — 2006
Bachelor of Arts, Economics, Accounting, Finance
Jerry Jean's Wellington Management Experience February 2009 - July 2009
Job IT Support Specialist | CyberSecurity | Aspiring Network Engineer
Industry Information Technology and Services
Experience
Harvard Business School July 2015 - Present
DBC Pri-Med, LLC November 2011 - July 2015
MC Communications, LLC March 2010 - November 2011
Brighten at Medford June 2006 - May 2010
Wellington Management February 2009 - July 2009
Skills
Troubleshooting, Technical Support, Networking, Help Desk Support, Servers, SharePoint, Active Directory, Windows Server, Project Management, Microsoft Exchange, Windows 7, Testing, HTML, VMware, Disaster Recovery, •Microsoft Exchange..., •Windows 2000/XP/7, •Windows Active..., •Microsoft Office..., IIS, Visio, Hardware, Software Installation, Group Policy, •Windows Server..., •RIM /Apple/Android..., Program Management, Integration, Visual Basic, •Avaya Phones (VoIP..., Virtualization, Office 365
Education
Bunker Hill Community College 2014 — 2016
Associate of Science (A.S.), Information Technology Security
Bunker Hill Community College 2014 — 2015
Certificate Program, Network and System Administration/Administrator, Current GPA 3.67
Cambridge College 2008 — 2009
"Year Up" Certificate of Completion, Information Technology, GPA 3.73
Somerville High School 2003 — 2007
Diploma, General Studies
Harvard Business School July 2015 - Present
DBC Pri-Med, LLC November 2011 - July 2015
MC Communications, LLC March 2010 - November 2011
Brighten at Medford June 2006 - May 2010
Wellington Management February 2009 - July 2009
Skills
Troubleshooting, Technical Support, Networking, Help Desk Support, Servers, SharePoint, Active Directory, Windows Server, Project Management, Microsoft Exchange, Windows 7, Testing, HTML, VMware, Disaster Recovery, •Microsoft Exchange..., •Windows 2000/XP/7, •Windows Active..., •Microsoft Office..., IIS, Visio, Hardware, Software Installation, Group Policy, •Windows Server..., •RIM /Apple/Android..., Program Management, Integration, Visual Basic, •Avaya Phones (VoIP..., Virtualization, Office 365
Education
Bunker Hill Community College 2014 — 2016
Associate of Science (A.S.), Information Technology Security
Bunker Hill Community College 2014 — 2015
Certificate Program, Network and System Administration/Administrator, Current GPA 3.67
Cambridge College 2008 — 2009
"Year Up" Certificate of Completion, Information Technology, GPA 3.73
Somerville High School 2003 — 2007
Diploma, General Studies
Lauren Greeley's Wellington Management Experience January 2007 - Present
Job
Industry Investment Management
Experience
Wellington Management January 2007 - Present
Education
Colgate University 1996 — 2000
Bachelor of Arts (BA), Behavioral Neuroscience
Wellington Management January 2007 - Present
Education
Colgate University 1996 — 2000
Bachelor of Arts (BA), Behavioral Neuroscience
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC