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
Amit Chawla, CFA Amit Chawla, CFA's Wellington Management Experience May 2012 - Present
Job Senior Systems Analyst at Wellington Management
Industry Computer Software
Experience
Wellington Management May 2012 - Present
Charles River Development June 2011 - May 2012
Infogain Corp. January 2008 - May 2011
Mitchell International July 2004 - May 2011
Infogain Corp. July 2002 - December 2007
Infogain India June 2000 - June 2002
HCL Perot Systems July 1999 - May 2000
Skills
Salesforce, SDLC, Software Development, Management, Software Project..., Requirements Analysis, Leadership, Strategic Planning, Agile Methodologies, Business Analysis, Integration, Program Management, SOA, SaaS, Cloud Computing, IT Strategy, Business Intelligence, Product Management, Enterprise Software, Enterprise Architecture, Vendor Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Delhi College of Engineering 1995 — 1999
B.E., Electrical
Wellington Management May 2012 - Present
Charles River Development June 2011 - May 2012
Infogain Corp. January 2008 - May 2011
Mitchell International July 2004 - May 2011
Infogain Corp. July 2002 - December 2007
Infogain India June 2000 - June 2002
HCL Perot Systems July 1999 - May 2000
Skills
Salesforce, SDLC, Software Development, Management, Software Project..., Requirements Analysis, Leadership, Strategic Planning, Agile Methodologies, Business Analysis, Integration, Program Management, SOA, SaaS, Cloud Computing, IT Strategy, Business Intelligence, Product Management, Enterprise Software, Enterprise Architecture, Vendor Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Delhi College of Engineering 1995 — 1999
B.E., Electrical
Stephen McGarry Jr. Stephen McGarry Jr.'s Wellington Management Experience June 2004 - December 2004
Job Human Resources Manager at Cambridge Select Inc.
Industry Internet
Experience
Cambridge Select Inc. August 2014 - Present
Professional Staffing Group October 2012 - August 2014
Wayfair February 2009 - October 2012
Wayfair October 2007 - February 2009
Wayfair January 2007 - October 2007
BNY Mellon September 2005 - August 2006
Wellington Management June 2004 - December 2004
Wellington Management January 2003 - June 2003
Skills
Recruiting, Staffing Services, Temporary Placement, Interviewing Skills, Data Analysis, Project Management, Customer Service, Process Improvement, Microsoft Excel, Vendor Management, Operations Management, Microsoft Office, Business Analysis, Management, PowerPoint, Strategic Planning, Outlook, Performance Management, Change Management, Business Process..., Human Resources, Employee Relations, Onboarding, Applicant Tracking, Talent Acquisition
Education
Dublin City University 2004 — 2005
Bachelor of Arts, European Business
Northeastern University 2000 — 2005
Bachelor of Science (BS), International Business
Cambridge Select Inc. August 2014 - Present
Professional Staffing Group October 2012 - August 2014
Wayfair February 2009 - October 2012
Wayfair October 2007 - February 2009
Wayfair January 2007 - October 2007
BNY Mellon September 2005 - August 2006
Wellington Management June 2004 - December 2004
Wellington Management January 2003 - June 2003
Skills
Recruiting, Staffing Services, Temporary Placement, Interviewing Skills, Data Analysis, Project Management, Customer Service, Process Improvement, Microsoft Excel, Vendor Management, Operations Management, Microsoft Office, Business Analysis, Management, PowerPoint, Strategic Planning, Outlook, Performance Management, Change Management, Business Process..., Human Resources, Employee Relations, Onboarding, Applicant Tracking, Talent Acquisition
Education
Dublin City University 2004 — 2005
Bachelor of Arts, European Business
Northeastern University 2000 — 2005
Bachelor of Science (BS), International Business
Edward Minn, CFA Edward Minn, CFA's Wellington Management Experience June 2007 - August 2007
Job Equity Analyst at Weatherbie Capital, LLC
Industry Investment Management
Experience
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Grace Burnett Grace Burnett's Wellington Management Experience June 2015 - Present
Job Learning and Development Coop at Wellington Management
Industry International Affairs
Experience
Wellington Management June 2015 - Present
AARP January 2015 - May 2015
Pathfinder International July 2014 - December 2014
CIPFEM: Centre International pour la Promotion du Leadership Féminin January 2014 - May 2014
EF Foundation for Foreign Study July 2013 - December 2013
EqualityMaine May 2012 - August 2012
Skills
Data Entry, Customer Service, Volunteer Management, Event Planning, Microsoft Office, Nonprofits, Microsoft Excel
Education
Northeastern University 2012 — 2016
International Affairs, Minor in Sustainable Business Practices
Elon University 2011 — 2012
Winthrop High School 2007 — 2011
Wellington Management June 2015 - Present
AARP January 2015 - May 2015
Pathfinder International July 2014 - December 2014
CIPFEM: Centre International pour la Promotion du Leadership Féminin January 2014 - May 2014
EF Foundation for Foreign Study July 2013 - December 2013
EqualityMaine May 2012 - August 2012
Skills
Data Entry, Customer Service, Volunteer Management, Event Planning, Microsoft Office, Nonprofits, Microsoft Excel
Education
Northeastern University 2012 — 2016
International Affairs, Minor in Sustainable Business Practices
Elon University 2011 — 2012
Winthrop High School 2007 — 2011
Mark Kopulos Mark Kopulos's Wellington Management Experience March 2010 - January 2013
Job Student
Industry Primary/Secondary Education
Experience
Selocial August 2013 - February 2015
Shoebuy.com April 2014 - October 2014
Buildium LLC 2013 - 2014
CVS Caremark Corporation March 2013 - June 2013
Wellington Management March 2010 - January 2013
GetEducated.com June 2008 - September 2009
Signal Advertising December 2003 - May 2008
Starwood - Vacation Ownership November 2000 - December 2003
Flying Dog Design January 1995 - September 2000
Backley Gingrich Tobe August 1992 - December 1994
Skills
Integrated Marketing, Experience Design, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Website..., Email Marketing, Customer Segmentation..., Online Advertising, Web Analytics, SEO, SEM, Web Content Management, Creative Direction, Graphic Design, Brand Management, HTML, CSS, JavaScript Libraries, Adobe Creative Suite, Microsoft Office, Analytics, Mobile Applications, Mobile Devices, Corporate Identity, User Interface, Usability, User Experience, Information Architecture, Interaction Design, Web Design, User Experience Design, User Interface Design
Education
Eastern Michigan University 2007 — 2009
MS, Integrated Marketing Communications (IMC)
Norwich University 1987 — 1991
BA, Liberal Studies - Creative Writing
Selocial August 2013 - February 2015
Shoebuy.com April 2014 - October 2014
Buildium LLC 2013 - 2014
CVS Caremark Corporation March 2013 - June 2013
Wellington Management March 2010 - January 2013
GetEducated.com June 2008 - September 2009
Signal Advertising December 2003 - May 2008
Starwood - Vacation Ownership November 2000 - December 2003
Flying Dog Design January 1995 - September 2000
Backley Gingrich Tobe August 1992 - December 1994
Skills
Integrated Marketing, Experience Design, Content Strategy, Digital Marketing, Social Media Marketing, Corporate Website..., Email Marketing, Customer Segmentation..., Online Advertising, Web Analytics, SEO, SEM, Web Content Management, Creative Direction, Graphic Design, Brand Management, HTML, CSS, JavaScript Libraries, Adobe Creative Suite, Microsoft Office, Analytics, Mobile Applications, Mobile Devices, Corporate Identity, User Interface, Usability, User Experience, Information Architecture, Interaction Design, Web Design, User Experience Design, User Interface Design
Education
Eastern Michigan University 2007 — 2009
MS, Integrated Marketing Communications (IMC)
Norwich University 1987 — 1991
BA, Liberal Studies - Creative Writing
Vincent Goater Vincent Goater's Wellington Management Experience December 2012 - Present
Job Relationship Management at Wellington Management
Industry Investment Management
Experience
Wellington Management December 2012 - Present
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo
Bachelor of Arts (B.A.)
West Irondequoit High School
Wellington Management December 2012 - Present
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo
Bachelor of Arts (B.A.)
West Irondequoit High School
Andrew Mullins Andrew Mullins's Wellington Management Experience May 2006 - September 2013
Job Liquidnet Sales US Equities
Industry Financial Services
Experience
Liquidnet February 2015 - Present
REORIENT Group Limited January 2014 - January 2015
Wellington Management May 2006 - September 2013
Wellington Management May 2004 - May 2006
Wellington Management May 2002 - May 2004
SEI March 1999 - April 2002
Skills
Equities, Bloomberg, Investment Management, Hedge Funds, Derivatives, Investments, Alternative Investments, Asset Allocation, Securities, Capital Markets, Mutual Funds, Investment Strategies, Asset Management, Equity Research, Private Equity, Series 7, Trading, Trading Systems, Equity Trading, Electronic Trading, Emerging Markets
Education
Eastern University 1995 — 1999
Bachelor of Science, Business Administration
Liquidnet February 2015 - Present
REORIENT Group Limited January 2014 - January 2015
Wellington Management May 2006 - September 2013
Wellington Management May 2004 - May 2006
Wellington Management May 2002 - May 2004
SEI March 1999 - April 2002
Skills
Equities, Bloomberg, Investment Management, Hedge Funds, Derivatives, Investments, Alternative Investments, Asset Allocation, Securities, Capital Markets, Mutual Funds, Investment Strategies, Asset Management, Equity Research, Private Equity, Series 7, Trading, Trading Systems, Equity Trading, Electronic Trading, Emerging Markets
Education
Eastern University 1995 — 1999
Bachelor of Science, Business Administration
Daniel Shea Daniel Shea's Wellington Management Experience June 2015 - Present
Job FullTime MBA Student, Northeastern University D'AmoreMcKim School of Business
Industry Financial Services
Experience
Wellington Management June 2015 - Present
D'Amore-McKim School of Business Corporate & Executive Education August 2014 - Present
TEC, Inc. (Transportation, Engineering & Construction, Inc.) April 2012 - July 2014
TEC, Inc. (Transportation, Engineering & Construction, Inc.) June 2011 - August 2011
RSA The Security Division of EMC June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Critical Thinking, Communication, Civil Engineering, Management, AutoCAD, Microsoft Word, Sales, Engineering, SolidWorks, Construction, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Vermont 2007 — 2011
Bachelor of Science (BS), Civil Engineering
Wellington Management June 2015 - Present
D'Amore-McKim School of Business Corporate & Executive Education August 2014 - Present
TEC, Inc. (Transportation, Engineering & Construction, Inc.) April 2012 - July 2014
TEC, Inc. (Transportation, Engineering & Construction, Inc.) June 2011 - August 2011
RSA The Security Division of EMC June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Critical Thinking, Communication, Civil Engineering, Management, AutoCAD, Microsoft Word, Sales, Engineering, SolidWorks, Construction, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Vermont 2007 — 2011
Bachelor of Science (BS), Civil Engineering
Lily Totovian, MBA's Wellington Management Experience 2007 - 2007
Job AVP & Head of Project Delivery Services, Global PMO at Manulife
Industry Financial Services
Experience
Manulife (John Hancock) 2015 - Present
Manulife Financial (John Hancock) 2013 - 2015
Manulife Financial (John Hancock) 2012 - 2013
Manulife Financial (John Hancock) 2010 - 2011
Cubist Pharmaceuticals 2010 - 2010
State Street Corporation 2007 - 2009
Wellington Management 2007 - 2007
Bank of Montreal 1984 - 2007
Dalhousie University 1999 - 2003
Education
Stanford University 2015 — 2016
Strategic Decision and Risk Management Certificate Program
Stanford University - Stanford Center for Professional Development 2012 — 2014
SCPM, Stanford Advanced Project Management Certificate Program
BigVisible 2011 — 2011
Certified Scrum Master (CSM)
Certified Lean Six Sigma Greenbelt (CLSSGB)
Financial Industry Regulatory Authority
FINRA Arbitrator
Project Management Professional (PMP) - PMI 2009 — 2009
PMP, Project Management
Dalhousie University 1999 — 2003
Master of Business Administration (MBA), Financial Services
University of Toronto 1984 — 1986
Bachelor's degree (Partial), Bachelor of Commerce Program
Manulife (John Hancock) 2015 - Present
Manulife Financial (John Hancock) 2013 - 2015
Manulife Financial (John Hancock) 2012 - 2013
Manulife Financial (John Hancock) 2010 - 2011
Cubist Pharmaceuticals 2010 - 2010
State Street Corporation 2007 - 2009
Wellington Management 2007 - 2007
Bank of Montreal 1984 - 2007
Dalhousie University 1999 - 2003
Education
Stanford University 2015 — 2016
Strategic Decision and Risk Management Certificate Program
Stanford University - Stanford Center for Professional Development 2012 — 2014
SCPM, Stanford Advanced Project Management Certificate Program
BigVisible 2011 — 2011
Certified Scrum Master (CSM)
Certified Lean Six Sigma Greenbelt (CLSSGB)
Financial Industry Regulatory Authority
FINRA Arbitrator
Project Management Professional (PMP) - PMI 2009 — 2009
PMP, Project Management
Dalhousie University 1999 — 2003
Master of Business Administration (MBA), Financial Services
University of Toronto 1984 — 1986
Bachelor's degree (Partial), Bachelor of Commerce Program
Kristina Craaybeek Kristina Craaybeek's Wellington Management Experience July 2011 - Present
Job Assistant Vice President and Events Specialist, Wellington Management
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Wellington Management October 2009 - July 2011
Pioneer Investments January 2009 - June 2009
Wellington Management January 2008 - November 2008
Boston Globe January 2007 - June 2007
Skills
Program Management, Marketing, Event Planning, Event Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
BSBA, Marketing, Management
Wellington Management July 2011 - Present
Wellington Management October 2009 - July 2011
Pioneer Investments January 2009 - June 2009
Wellington Management January 2008 - November 2008
Boston Globe January 2007 - June 2007
Skills
Program Management, Marketing, Event Planning, Event Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
BSBA, Marketing, Management
Nicholas F. Lara's Wellington Management Experience January 2014 - July 2014
Job Equity Analyst at 3i Capital
Industry Financial Services
Experience
3i Capital February 2015 - Present
Wellington Management January 2014 - July 2014
State Street May 2013 - August 2013
Iroko Pharmaceuticals, LLC July 2012 - August 2012
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Minitab, Risk Management, Word, Excel, Able to Extract, Fundsuite, Access, Portfolio Management, Finance, Corporate Finance, Equities, Valuation, Business Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BS Dual-Degree Finance & Economics
The Peddie School 2008 — 2010
Shattuck-St. Mary's School 2006 — 2008
3i Capital February 2015 - Present
Wellington Management January 2014 - July 2014
State Street May 2013 - August 2013
Iroko Pharmaceuticals, LLC July 2012 - August 2012
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Minitab, Risk Management, Word, Excel, Able to Extract, Fundsuite, Access, Portfolio Management, Finance, Corporate Finance, Equities, Valuation, Business Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
BS Dual-Degree Finance & Economics
The Peddie School 2008 — 2010
Shattuck-St. Mary's School 2006 — 2008
Shrikant Joshi Shrikant Joshi's Wellington Management Experience February 2001 - February 2012
Job Application Support Engineer at Titian Software
Industry Information Technology and Services
Experience
Titian Software June 2013 - Present
Fidelity Investments April 2012 - May 2013
Quantronix Inc February 2001 - April 2012
Wellington Management February 2001 - February 2012
Tufts Health Plan August 1997 - February 2001
WIPRO Ltd 1997 - 2001
Hewlett-Packard June 1996 - August 1997
Blue Star Ltd. 1995 - 1997
Bajaj Auto Ltd 1991 - 1995
Skills
IT Project Management, Business Analysis, Requirements Analysis, Testing, Quality Assurance, Documentation, Problem Solving, SQL, Unix, Integration, Perl, Oracle SQL, Programming, Systems Analysis, SDLC, Project Planning, Windows, Linux, HTML, ETL, JavaScript, COBOL, SQL Server, PL/SQL, Software Development, Data, Root Cause Analysis, Troubleshooting, Incident Management, Problem Management, Project Management, Application Support, Production Support, Operations Management, Technical Support, Software Documentation, Agile Methodologies, Enterprise Architecture, Data Warehousing, Data Modeling, Software Project..., Requirements Gathering, Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1995
MBA, Finance
Government Engineering College Aurangabad, Maharashtra, India 1987 — 1991
Bachelor of Engineering, Computer Science and Engineering
J. E.S. College, Jalna, Maharashtra, India
Titian Software June 2013 - Present
Fidelity Investments April 2012 - May 2013
Quantronix Inc February 2001 - April 2012
Wellington Management February 2001 - February 2012
Tufts Health Plan August 1997 - February 2001
WIPRO Ltd 1997 - 2001
Hewlett-Packard June 1996 - August 1997
Blue Star Ltd. 1995 - 1997
Bajaj Auto Ltd 1991 - 1995
Skills
IT Project Management, Business Analysis, Requirements Analysis, Testing, Quality Assurance, Documentation, Problem Solving, SQL, Unix, Integration, Perl, Oracle SQL, Programming, Systems Analysis, SDLC, Project Planning, Windows, Linux, HTML, ETL, JavaScript, COBOL, SQL Server, PL/SQL, Software Development, Data, Root Cause Analysis, Troubleshooting, Incident Management, Problem Management, Project Management, Application Support, Production Support, Operations Management, Technical Support, Software Documentation, Agile Methodologies, Enterprise Architecture, Data Warehousing, Data Modeling, Software Project..., Requirements Gathering, Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1995
MBA, Finance
Government Engineering College Aurangabad, Maharashtra, India 1987 — 1991
Bachelor of Engineering, Computer Science and Engineering
J. E.S. College, Jalna, Maharashtra, India
Kathleen Deely Kathleen Deely's Wellington Management Experience 2000 - 2006
Job Associate at Polaris Capital Management, LLC
Industry Financial Services
Experience
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Carolyn Weimer Carolyn Weimer's Wellington Management Experience 1997 - 2000
Job Managing Director Investor Relations at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group August 2000 - Present
Wellington Management 1997 - 2000
Education
Duke University 1990 — 1994
B.S., Biology, Comparative Area Studies
The Carlyle Group August 2000 - Present
Wellington Management 1997 - 2000
Education
Duke University 1990 — 1994
B.S., Biology, Comparative Area Studies
Ryan Ginand's Wellington Management Experience March 2007 - August 2007
Job MBA, International Business
Industry Computer Software
Experience
EMC July 2015 - Present
EMC October 2014 - June 2015
AHL, ECHL, EUROPE April 2009 - September 2014
SRI Hockey Conditioning April 2009 - August 2014
Saint James Real Estate Advisors, LLC March 2008 - July 2008
Wellington Management March 2007 - August 2007
Skills
Budgets, Financial Analysis, Finance, Investments, Financial Modeling, Corporate Finance, Due Diligence, Entrepreneurship, Equities, Valuation, Bloomberg, Risk Management, Accounting, Marketing, Mergers & Acquisitions, Microsoft Excel, Hockey, Athletics, Strategy, Financial Reporting, Teamwork, Professional Sports, Persuasive Presentations, Program Coordination, Time Management, Business Development, Customer Service, Leadership, Management, Sales, Social Media
Education
Coventry University 2013 — 2014
Master of Business Administration (M.B.A.), International Business, with Distinction
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
EMC July 2015 - Present
EMC October 2014 - June 2015
AHL, ECHL, EUROPE April 2009 - September 2014
SRI Hockey Conditioning April 2009 - August 2014
Saint James Real Estate Advisors, LLC March 2008 - July 2008
Wellington Management March 2007 - August 2007
Skills
Budgets, Financial Analysis, Finance, Investments, Financial Modeling, Corporate Finance, Due Diligence, Entrepreneurship, Equities, Valuation, Bloomberg, Risk Management, Accounting, Marketing, Mergers & Acquisitions, Microsoft Excel, Hockey, Athletics, Strategy, Financial Reporting, Teamwork, Professional Sports, Persuasive Presentations, Program Coordination, Time Management, Business Development, Customer Service, Leadership, Management, Sales, Social Media
Education
Coventry University 2013 — 2014
Master of Business Administration (M.B.A.), International Business, with Distinction
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Melissa Jane Ehmann Melissa Jane Ehmann's Wellington Management Experience January 2006 - May 2007
Job Member at Ehmann& Company LLP
Industry Accounting
Experience
Ehmann& Company LLP August 2013 - Present
Conifer Securities April 2009 - August 2013
Morgan Stanley May 2007 - February 2009
Wellington Management January 2006 - May 2007
Sowood Capital Management March 2005 - January 2006
Morgan Stanley October 2003 - February 2005
PricewaterhouseCoopers October 1998 - September 2003
Dynamic Materials Corporation 1995 - 1997
Skills
Prime Brokerage, Hedge Funds, Middle Office, Fund Administration, Financial Services, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Masters of Science, Taxation
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS / MBA, ACCOUNTING
Lafayette College 1991 — 1995
Ehmann& Company LLP August 2013 - Present
Conifer Securities April 2009 - August 2013
Morgan Stanley May 2007 - February 2009
Wellington Management January 2006 - May 2007
Sowood Capital Management March 2005 - January 2006
Morgan Stanley October 2003 - February 2005
PricewaterhouseCoopers October 1998 - September 2003
Dynamic Materials Corporation 1995 - 1997
Skills
Prime Brokerage, Hedge Funds, Middle Office, Fund Administration, Financial Services, Equities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Masters of Science, Taxation
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MS / MBA, ACCOUNTING
Lafayette College 1991 — 1995
Mehmood Saad Quedwai Mehmood Saad Quedwai's Wellington Management Experience May 2008 - August 2009
Job Senior Analyst at Neuberger Berman MBA, CFA Level 2
Industry Investment Management
Experience
Neuberger Berman June 2012 - Present
Prime, Buchholz & Associates December 2009 - June 2012
360 Huntington Fund October 2009 - December 2009
360 Huntington Fund August 2009 - October 2009
Wellington Management May 2008 - August 2009
360 Huntington Fund January 2008 - May 2008
Northeastern University - Finance Department September 2007 - May 2008
Northeastern University - Finance Department September 2007 - March 2008
Evalueserve August 2006 - August 2007
Skills
Risk Management, Asset Allocation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Performance Attribution, GIPS Compliance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Biotechnology, Genetic Engineering, recombinant DNA..., Business Strategy, Trading, Private Equity, Investment Management, Equity Valuation, Capital Markets, Finance, Securities, Quantitative Analytics
Education
CFA Institute 2013 — 2014
CFA Level 2 candidate
Global Association of Risk Professionals (GARP) 2013 — 2014
FRM Part 1 candidate
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance & Investments
Jamia Hamdard 2004 — 2006
MSc, Biotechnology
Amity Institute of Biotechnology 2001 — 2004
BSc, Biotechnology
Delhi Public School - R. K. Puram 1996 — 2000
Science
Neuberger Berman June 2012 - Present
Prime, Buchholz & Associates December 2009 - June 2012
360 Huntington Fund October 2009 - December 2009
360 Huntington Fund August 2009 - October 2009
Wellington Management May 2008 - August 2009
360 Huntington Fund January 2008 - May 2008
Northeastern University - Finance Department September 2007 - May 2008
Northeastern University - Finance Department September 2007 - March 2008
Evalueserve August 2006 - August 2007
Skills
Risk Management, Asset Allocation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Performance Attribution, GIPS Compliance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Biotechnology, Genetic Engineering, recombinant DNA..., Business Strategy, Trading, Private Equity, Investment Management, Equity Valuation, Capital Markets, Finance, Securities, Quantitative Analytics
Education
CFA Institute 2013 — 2014
CFA Level 2 candidate
Global Association of Risk Professionals (GARP) 2013 — 2014
FRM Part 1 candidate
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA, Finance & Investments
Jamia Hamdard 2004 — 2006
MSc, Biotechnology
Amity Institute of Biotechnology 2001 — 2004
BSc, Biotechnology
Delhi Public School - R. K. Puram 1996 — 2000
Science
Maneet Brar Maneet Brar's Wellington Management Experience January 2011 - Present
Job Product Management Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2011 - Present
Wellington Management July 2009 - July 2010
Skills
Fixed Income, Financial Analysis, Bloomberg, Analysis, Business Analysis, Investments, Management
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance-Investments
Wellington Management January 2011 - Present
Wellington Management July 2009 - July 2010
Skills
Fixed Income, Financial Analysis, Bloomberg, Analysis, Business Analysis, Investments, Management
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance-Investments
Albert Januszewski Albert Januszewski's Wellington Management Experience 2010 - 2010
Job CEO Sustainmomentum,LLC
Industry Accounting
Experience
Sustain Momentum, LLC March 2009 - Present
La Belle Vie, Holdings October 2010 - Present
Smalley's Carribean BBQ October 2010 - Present
Icehouse, Minneapolis, mn June 2012 - March 2013
Primera Technology February 2012 - March 2013
Wellington Management 2010 - 2010
Milo Belle Financial Consulting September 2006 - January 2009
Syengenta Seeds- Certes Financial Professionals February 2005 - September 2006
Degussa March 2001 - January 2005
Evonik Degussa GmbH 2001 - 2005
Skills
Business Process..., Financial Reporting, Financial Analysis
Education
DePaul University 1980 — 1984
BA, Finance/Accounting
St. Francis De Sales 1975 — 1979
General Study, Accounting
Sustain Momentum, LLC March 2009 - Present
La Belle Vie, Holdings October 2010 - Present
Smalley's Carribean BBQ October 2010 - Present
Icehouse, Minneapolis, mn June 2012 - March 2013
Primera Technology February 2012 - March 2013
Wellington Management 2010 - 2010
Milo Belle Financial Consulting September 2006 - January 2009
Syengenta Seeds- Certes Financial Professionals February 2005 - September 2006
Degussa March 2001 - January 2005
Evonik Degussa GmbH 2001 - 2005
Skills
Business Process..., Financial Reporting, Financial Analysis
Education
DePaul University 1980 — 1984
BA, Finance/Accounting
St. Francis De Sales 1975 — 1979
General Study, Accounting
Matthew K. Regan's Wellington Management Experience June 2010 - January 2011
Job JD/MBA Candidate at Penn State University
Industry Legal Services
Experience
ICM Partners June 2015 - Present
Housing Transitions, Inc. January 2014 - Present
Penn State Law Review July 2013 - Present
DreamWorks Animation May 2014 - August 2014
Baker & McKenzie May 2013 - May 2013
O'Malley & Harvey, LLP March 2011 - April 2012
Wellington Management June 2010 - January 2011
Cooley Manion Jones LLP July 2009 - April 2010
Big Y Foods April 2008 - August 2008
Skills
Intellectual Property, Corporate Law, Lexis, Legal Writing, Legal Research, Bloomberg, Criminal Justice, Nonprofits, Entertainment Law, Financial Analysis, Bloomberg Terminal, Financial Services, Criminology, Policy Analysis, Employment Law, Financial Modeling, Westlaw, International Law, Civil Litigation, Commercial Litigation, Insurance Defense, LexisNexis
Education
Pennsylvania State University, The Dickinson School of Law 2012 — 2016
Doctor of Law (JD), Business Law & Intellectual Property, Top 10%
Penn State University 2014 — 2016
Master of Business Administration (MBA), Finance & Marketing
Northeastern University 2007 — 2012
Bachelor of Science (BS), Criminology, GPA 3.72 (magna cum laude)
ICM Partners June 2015 - Present
Housing Transitions, Inc. January 2014 - Present
Penn State Law Review July 2013 - Present
DreamWorks Animation May 2014 - August 2014
Baker & McKenzie May 2013 - May 2013
O'Malley & Harvey, LLP March 2011 - April 2012
Wellington Management June 2010 - January 2011
Cooley Manion Jones LLP July 2009 - April 2010
Big Y Foods April 2008 - August 2008
Skills
Intellectual Property, Corporate Law, Lexis, Legal Writing, Legal Research, Bloomberg, Criminal Justice, Nonprofits, Entertainment Law, Financial Analysis, Bloomberg Terminal, Financial Services, Criminology, Policy Analysis, Employment Law, Financial Modeling, Westlaw, International Law, Civil Litigation, Commercial Litigation, Insurance Defense, LexisNexis
Education
Pennsylvania State University, The Dickinson School of Law 2012 — 2016
Doctor of Law (JD), Business Law & Intellectual Property, Top 10%
Penn State University 2014 — 2016
Master of Business Administration (MBA), Finance & Marketing
Northeastern University 2007 — 2012
Bachelor of Science (BS), Criminology, GPA 3.72 (magna cum laude)
Andy Ziegler's Wellington Management Experience August 2010 - October 2011
Job Head of Business Development at Xinnovation
Industry Financial Services
Experience
Xinnovation January 2015 - Present
Fidelity Investments October 2011 - January 2015
Wellington Management August 2010 - October 2011
Fidelity Investments March 2007 - August 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
FM Global 2000 - 2002
Skills
Mutual Funds, Project Management, Series 7, Investments, Equities, Financial Services, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Master of Business Administration, Business
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science in Mechanical Engineering, Engineering
Tantasqua Regional High School
Xinnovation January 2015 - Present
Fidelity Investments October 2011 - January 2015
Wellington Management August 2010 - October 2011
Fidelity Investments March 2007 - August 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
FM Global 2000 - 2002
Skills
Mutual Funds, Project Management, Series 7, Investments, Equities, Financial Services, Asset Allocation
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
Master of Business Administration, Business
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science in Mechanical Engineering, Engineering
Tantasqua Regional High School
Madeline Zeiss Madeline Zeiss's Wellington Management Experience June 2013 - August 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
Wellington Management June 2013 - August 2013
Skills
Microsoft Excel, Capital Markets, Research, Event Planning, Series 7, Series 63
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, cum laude
New Canaan High School 2006 — 2010
SAT: 2340
BlackRock August 2014 - Present
Wellington Management June 2013 - August 2013
Skills
Microsoft Excel, Capital Markets, Research, Event Planning, Series 7, Series 63
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, cum laude
New Canaan High School 2006 — 2010
SAT: 2340
Luisa Vasquez Luisa Vasquez's Wellington Management Experience June 2012 - January 2013
Job Treasury Analyst at Bain & Company
Industry Financial Services
Experience
Bain & Company October 2015 - Present
The Boston Consulting Group January 2015 - September 2015
AerCap (formerly ILFC Ireland Limited) February 2014 - July 2014
Wellington Management June 2012 - January 2013
J.Crew November 2009 - January 2012
Skills
Microsoft Office, Spanish-speaking, Microsoft Excel, PowerPoint, Time Management
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), International Business
Dublin City University 2013 — 2014
Bachelor of Business Administration (BBA), Global Business
Bain & Company October 2015 - Present
The Boston Consulting Group January 2015 - September 2015
AerCap (formerly ILFC Ireland Limited) February 2014 - July 2014
Wellington Management June 2012 - January 2013
J.Crew November 2009 - January 2012
Skills
Microsoft Office, Spanish-speaking, Microsoft Excel, PowerPoint, Time Management
Education
Northeastern University 2010 — 2015
Bachelor of Business Administration (BBA), International Business
Dublin City University 2013 — 2014
Bachelor of Business Administration (BBA), Global Business
Max Kachur Max Kachur's Wellington Management Experience June 2013 - January 2014
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
John Galt Staffing June 2015 - Present
GMO June 2014 - January 2015
Wellington Management June 2013 - January 2014
IBM July 2012 - January 2013
Camp Winaukee June 2011 - August 2011
Northeastern University Undergraduate College of Business September 2010 - April 2011
Skills
Accounting, Market Research, Marketing, Management, Teamwork, Process Improvement, Customer Service, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Bachelor of Science (BS), Business Administration: Finance and Management Concentrations
Northeastern University 2010 — 2015
Bachelor of Science (BS), Business Administration: Finance and Management Concentrations
The Taft School 2006 — 2010
High School Diploma
John Galt Staffing June 2015 - Present
GMO June 2014 - January 2015
Wellington Management June 2013 - January 2014
IBM July 2012 - January 2013
Camp Winaukee June 2011 - August 2011
Northeastern University Undergraduate College of Business September 2010 - April 2011
Skills
Accounting, Market Research, Marketing, Management, Teamwork, Process Improvement, Customer Service, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Bachelor of Science (BS), Business Administration: Finance and Management Concentrations
Northeastern University 2010 — 2015
Bachelor of Science (BS), Business Administration: Finance and Management Concentrations
The Taft School 2006 — 2010
High School Diploma
Bryon Hardt Bryon Hardt's Wellington Management Experience May 2014 - January 2015
Job Public Safety, Dispatch at Mass College of Pharmacy
Industry Security and Investigations
Experience
Mass College of Pharmacy January 2015 - Present
Norwich Office of Adult Probation January 2013 - Present
Wellington Management May 2014 - January 2015
Securitas October 2013 - January 2015
Starbucks July 2013 - December 2013
TeamOps, LLC December 2012 - August 2013
Camp Maud Isbell Berger June 2012 - September 2012
Helicopter Support Inc June 2011 - January 2012
Skills
Customer Service, Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teaching, Editing, Time Management, Leadership, Microsoft Excel, English, Windows, HTML, Budgets, Java, Creative Writing, Organization, Communication, Case Managment, Client Intake, Team Leadership, Leadership Development, CCure, Alarm Systems, Alarm Management, First Aid, Report Writing, Travel Security
Education
Eastern Connecticut State University 2010 — 2013
Bachelor of Arts (B.A.), English Language and Literature, Sociology, 3.55/4.0
North branford highschool
Mass College of Pharmacy January 2015 - Present
Norwich Office of Adult Probation January 2013 - Present
Wellington Management May 2014 - January 2015
Securitas October 2013 - January 2015
Starbucks July 2013 - December 2013
TeamOps, LLC December 2012 - August 2013
Camp Maud Isbell Berger June 2012 - September 2012
Helicopter Support Inc June 2011 - January 2012
Skills
Customer Service, Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teaching, Editing, Time Management, Leadership, Microsoft Excel, English, Windows, HTML, Budgets, Java, Creative Writing, Organization, Communication, Case Managment, Client Intake, Team Leadership, Leadership Development, CCure, Alarm Systems, Alarm Management, First Aid, Report Writing, Travel Security
Education
Eastern Connecticut State University 2010 — 2013
Bachelor of Arts (B.A.), English Language and Literature, Sociology, 3.55/4.0
North branford highschool
Marianne Vinton, SPHR's Wellington Management Experience April 2002 - March 2006
Job Vice President, Human Resources Business Partner at Citizens Bank
Industry Financial Services
Experience
Citizens Financial Group June 2011 - Present
Highfields Capital Managment LP March 2006 - July 2010
Wellington Management April 2002 - March 2006
Fidelity Investments August 1988 - April 2002
Skills
Employee Relations, Human Resources, Data Analysis, Metrics, Performance Management, Project Management, Program Management, Talent Acquisition, Financial Services, Recruiting, Employee Benefits, HRIS, Talent Management, Succession Planning
Education
Emmanuel College
Bachelor of Science, Business Administration
Citizens Financial Group June 2011 - Present
Highfields Capital Managment LP March 2006 - July 2010
Wellington Management April 2002 - March 2006
Fidelity Investments August 1988 - April 2002
Skills
Employee Relations, Human Resources, Data Analysis, Metrics, Performance Management, Project Management, Program Management, Talent Acquisition, Financial Services, Recruiting, Employee Benefits, HRIS, Talent Management, Succession Planning
Education
Emmanuel College
Bachelor of Science, Business Administration
Nathan Ritsko Nathan Ritsko's Wellington Management Experience October 2014 - Present
Job Asset Allocation Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Wellington Management October 2014 - Present
Citi August 2012 - September 2014
Citi June 2011 - August 2011
Houlihan Lokey 2010 - 2010
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2005 - 2007
Thomas Weisel Partners June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Skills
Investment Banking, Equity Research, Equity Capital Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equities, Fixed Income, Financial Analysis, Hedge Funds, Investments, Mergers & Acquisitions, LBO, Derivatives
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, 3.77 GPA
University of Pennsylvania
BA, Philosophy, Politics, and Economics, Cum Laude
Matthew Schooley Matthew Schooley's Wellington Management Experience January 2014 - Present
Job Investment Analytics Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2014 - Present
Northeastern University July 2013 - December 2013
Wellington Management June 2012 - July 2013
Canadian Forces - (CIC) 2006 - 2011
Construction Distribution & Supply Co. Inc. March 2010 - September 2010
Skills
Microsoft Excel, Finance, Data Analysis, Project Planning, Big-picture Thinking, Investments, Customer Service, Sales, Innovative Thinking, Leadership, Economics, Bloomberg, Coaching, Macro Analysis, Quantitative, Portfolio Management, Competitive Analysis, Datastream, Client Presentation, Peer Group Analysis, Leadership Development, Financial Analysis, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2013
MBA, Finance - Investments
The University of Western Ontario 2006 — 2011
Honors Bachelor of Arts, Financial Economics and Information Science
Wellington Management January 2014 - Present
Northeastern University July 2013 - December 2013
Wellington Management June 2012 - July 2013
Canadian Forces - (CIC) 2006 - 2011
Construction Distribution & Supply Co. Inc. March 2010 - September 2010
Skills
Microsoft Excel, Finance, Data Analysis, Project Planning, Big-picture Thinking, Investments, Customer Service, Sales, Innovative Thinking, Leadership, Economics, Bloomberg, Coaching, Macro Analysis, Quantitative, Portfolio Management, Competitive Analysis, Datastream, Client Presentation, Peer Group Analysis, Leadership Development, Financial Analysis, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2013
MBA, Finance - Investments
The University of Western Ontario 2006 — 2011
Honors Bachelor of Arts, Financial Economics and Information Science
Bob Petry's Wellington Management Experience July 2000 - December 2002
Job CFA, CAIA, Alternative Investment Risk Professional
Industry Investment Management
Experience
Twin Focus Capital Partners LLC October 2014 - Present
US Securities and Exchange Commission 2009 - October 2014
Freeman Associates Investment Management February 2005 - July 2008
646 Advisors January 2003 - October 2004
Wellington Management July 2000 - December 2002
Wellington Management June 1999 - September 1999
Innovative Systems Techniques, Inc. (Insyte) June 1995 - August 1998
J.P. Morgan June 1994 - September 1994
Skills
Risk Management, Applied Behavior..., Portfolio Management, Statistics, Hedge Funds, Product Development, Securities Regulation, SEC compliance, Alternative Investments, Quantitative Modeling, Equities, Financial Modeling, Private Equity, Investments
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance Concentration
Dartmouth College 1990 — 1995
BA & BE
University of Oxford 1992 — 1992
Loomis Chaffee
Twin Focus Capital Partners LLC October 2014 - Present
US Securities and Exchange Commission 2009 - October 2014
Freeman Associates Investment Management February 2005 - July 2008
646 Advisors January 2003 - October 2004
Wellington Management July 2000 - December 2002
Wellington Management June 1999 - September 1999
Innovative Systems Techniques, Inc. (Insyte) June 1995 - August 1998
J.P. Morgan June 1994 - September 1994
Skills
Risk Management, Applied Behavior..., Portfolio Management, Statistics, Hedge Funds, Product Development, Securities Regulation, SEC compliance, Alternative Investments, Quantitative Modeling, Equities, Financial Modeling, Private Equity, Investments
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance Concentration
Dartmouth College 1990 — 1995
BA & BE
University of Oxford 1992 — 1992
Loomis Chaffee
Katie Stephens's Wellington Management Experience July 2014 - Present
Job Trust Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management July 2014 - Present
PwC September 2007 - July 2014
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Analysis
Education
Merrimack College 2003 — 2007
Business
D'Amore-McKim School of Business at Northeastern University
Masters, Accounting
Wellington Management July 2014 - Present
PwC September 2007 - July 2014
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Analysis
Education
Merrimack College 2003 — 2007
Business
D'Amore-McKim School of Business at Northeastern University
Masters, Accounting
Nevin Markwart Nevin Markwart's Wellington Management Experience May 2002 - September 2005
Job Senior Financial Services Executive
Industry Financial Services
Experience
Canadian Mentoring Service - Consulate General of Canada June 2015 - Present
Business of Hockey Institute February 2015 - Present
Canoe Financial May 2010 - January 2015
Canoe Financial May 2010 - September 2014
Fidelity Investments September 2005 - December 2008
Wellington Management May 2002 - September 2005
Standish, Ayer and Wood November 1994 - November 2001
Boston Bruins June 1983 - June 1992
Skills
Marketing, Portfolio Management, Relationship Management, Investments, Change Management, Investment Management, Retirement, Equities, Mutual Funds, Process Improvement, Securities, Investment Strategies, Product Management, Hedge Funds, Pensions, Asset Management, Finance, Strategic Planning, Financial Advisory, Wealth Management, Investment Advisory, Investor Relations, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Finance
Canadian Mentoring Service - Consulate General of Canada June 2015 - Present
Business of Hockey Institute February 2015 - Present
Canoe Financial May 2010 - January 2015
Canoe Financial May 2010 - September 2014
Fidelity Investments September 2005 - December 2008
Wellington Management May 2002 - September 2005
Standish, Ayer and Wood November 1994 - November 2001
Boston Bruins June 1983 - June 1992
Skills
Marketing, Portfolio Management, Relationship Management, Investments, Change Management, Investment Management, Retirement, Equities, Mutual Funds, Process Improvement, Securities, Investment Strategies, Product Management, Hedge Funds, Pensions, Asset Management, Finance, Strategic Planning, Financial Advisory, Wealth Management, Investment Advisory, Investor Relations, Asset Managment
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Finance
Valerie Mosley Valerie Mosley's Wellington Management Experience January 1992 - June 2012
Job Seasoned Investor, Global Wealth Strategist
Industry Investment Management
Experience
Valmo Ventures, Inc. October 2012 - Present
Wellington Management January 1992 - June 2012
Skills
Investments, Investment Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Valuation, Asset Managment, Equity Research, Private Equity, Investment Strategies, Derivatives, Options, Securities, Bloomberg, Asset Allocation, Financial Modeling, Capital Markets, Corporate Finance, Risk Management, Financial Analysis, Mergers & Acquisitions, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Duke University 1978 — 1982
Bachelor of Arts (B.A.), History
Valmo Ventures, Inc. October 2012 - Present
Wellington Management January 1992 - June 2012
Skills
Investments, Investment Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Valuation, Asset Managment, Equity Research, Private Equity, Investment Strategies, Derivatives, Options, Securities, Bloomberg, Asset Allocation, Financial Modeling, Capital Markets, Corporate Finance, Risk Management, Financial Analysis, Mergers & Acquisitions, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Duke University 1978 — 1982
Bachelor of Arts (B.A.), History
Valerie Krempus (Smith) Valerie Krempus (Smith)'s Wellington Management Experience August 2006 - September 2007
Job Associate Director, Communications at HBX | Harvard Business School
Industry Higher Education
Experience
HBX Harvard Business School September 2015 - Present
Northeastern University July 2014 - September 2015
Merganser Capital Management October 2009 - April 2012
Merganser Capital Management March 2009 - October 2009
Wellington Management Company, LLP September 2007 - March 2009
Wellington Management August 2006 - September 2007
Fulbright Organization August 2004 - July 2005
Skills
Internal & External..., Marketing, Relationship Management, Investments, Competitive Analysis, Financial Services, RFP, Fixed Income, Equities, Portfolio Management, Investment Management, Management, Microsoft Office, Proofreading, CRM, Marketing Strategy, Proposal Writing, Project Management, Strategy, Social Media
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA
University of New Hampshire 1999 — 2003
BA, English and Communications
HBX Harvard Business School September 2015 - Present
Northeastern University July 2014 - September 2015
Merganser Capital Management October 2009 - April 2012
Merganser Capital Management March 2009 - October 2009
Wellington Management Company, LLP September 2007 - March 2009
Wellington Management August 2006 - September 2007
Fulbright Organization August 2004 - July 2005
Skills
Internal & External..., Marketing, Relationship Management, Investments, Competitive Analysis, Financial Services, RFP, Fixed Income, Equities, Portfolio Management, Investment Management, Management, Microsoft Office, Proofreading, CRM, Marketing Strategy, Proposal Writing, Project Management, Strategy, Social Media
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
MBA
University of New Hampshire 1999 — 2003
BA, English and Communications
Daniyel Cohen Daniyel Cohen's Wellington Management Experience June 2013 - December 2013
Job Associate at Winick Realty Group
Industry Commercial Real Estate
Experience
Winick Realty Group June 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Gibson Sotheby's International Realty July 2012 - August 2013
Springs Orleans June 2011 - June 2012
Coyotes Ice Sports April 2008 - August 2009
Skills
Real Estate, Real Estate Transactions, Underwriting, CMBS, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Finance, Negotiation, Customer Service, Condos, Sellers, Selling, Buyer Representation, Single Family Homes, Rentals, Investment Properties, Property Management, Relocation, First Time Home Buyers, Buyers, Referrals, Sales, Residential Homes, Bloomberg Terminal, MS Excel Pivot Tables, Microsoft SQL Server, Accounting, Leases, Apartments, Data Analysis, Lead Generation, Microsoft Office, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, cum laude, Finance, Management
Pikes Peak Community College 2010 — 2012
Associate of Arts (A.A.), Business Transfer
Winick Realty Group June 2015 - Present
UBS Investment Bank July 2014 - December 2014
Wellington Management June 2013 - December 2013
Gibson Sotheby's International Realty July 2012 - August 2013
Springs Orleans June 2011 - June 2012
Coyotes Ice Sports April 2008 - August 2009
Skills
Real Estate, Real Estate Transactions, Underwriting, CMBS, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Finance, Negotiation, Customer Service, Condos, Sellers, Selling, Buyer Representation, Single Family Homes, Rentals, Investment Properties, Property Management, Relocation, First Time Home Buyers, Buyers, Referrals, Sales, Residential Homes, Bloomberg Terminal, MS Excel Pivot Tables, Microsoft SQL Server, Accounting, Leases, Apartments, Data Analysis, Lead Generation, Microsoft Office, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2015
Bachelor of Science in Business Administration, cum laude, Finance, Management
Pikes Peak Community College 2010 — 2012
Associate of Arts (A.A.), Business Transfer
Michael Moegelin's Wellington Management Experience June 2010 - August 2011
Job CoFounder at DBC
Industry Marketing and Advertising
Experience
Detroit Branding Co. January 2015 - Present
Digital Roots March 2014 - December 2014
Apollo Jets - Boston 2013 - February 2014
The Peer Alliance January 2012 - October 2012
Mobiquity, Inc. October 2011 - January 2012
Northeastern University August 2009 - October 2011
Wellington Management June 2010 - August 2011
Apple May 2009 - September 2009
Skills
Marketing Strategy, Business Strategy, Entrepreneurship, Team Building, Social Media, Business Development, Marketing, Social Media Marketing, New Business Development, Public Speaking, Online Advertising, Marketing Communications, Negotiation, Strategy, Marketing Management, Analytics, Sales, Management, Advertising, Enterprise Software, Mobile Devices, Project Management, Salesforce.com, Lead Generation, Start-ups, Strategic Partnerships
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Marketing
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2006
BS, Marketing and Pre-Law
Detroit Branding Co. January 2015 - Present
Digital Roots March 2014 - December 2014
Apollo Jets - Boston 2013 - February 2014
The Peer Alliance January 2012 - October 2012
Mobiquity, Inc. October 2011 - January 2012
Northeastern University August 2009 - October 2011
Wellington Management June 2010 - August 2011
Apple May 2009 - September 2009
Skills
Marketing Strategy, Business Strategy, Entrepreneurship, Team Building, Social Media, Business Development, Marketing, Social Media Marketing, New Business Development, Public Speaking, Online Advertising, Marketing Communications, Negotiation, Strategy, Marketing Management, Analytics, Sales, Management, Advertising, Enterprise Software, Mobile Devices, Project Management, Salesforce.com, Lead Generation, Start-ups, Strategic Partnerships
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Marketing
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2006
BS, Marketing and Pre-Law
Michelle Hunter, CFA Michelle Hunter, CFA's Wellington Management Experience October 2010 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2010 - Present
JPMorgan Chase & Co. September 2008 - September 2010
Wellington Management July 2001 - July 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Middlebury College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1994 — 1997
Wellington Management October 2010 - Present
JPMorgan Chase & Co. September 2008 - September 2010
Wellington Management July 2001 - July 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (M.B.A.)
Middlebury College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1994 — 1997
Hoa Thang, MBA, CISA Hoa Thang, MBA, CISA's Wellington Management Experience December 2010 - July 2011
Job Senior Associate, Advanced Analytics at PwC
Industry Management Consulting
Experience
PwC June 2014 - Present
PwC October 2011 - June 2014
Wellington Management December 2010 - July 2011
E-Bay Marketing Solutions June 2010 - August 2010
IBM Consulting Partner July 2007 - August 2009
Singapore Telecommunications Pte Ltd April 2006 - June 2007
Skills
Financial Modeling, Investments, Management Consulting, Mutual Funds, Valuation, Business Analysis, Finance, Machine learning, Data analytics, Data Visualization, R, SQL, Python, Tableau, Qlikview, Spotfire, SAS, Project Management
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA
National University of Singapore 2002 — 2006
Bachelor
PwC June 2014 - Present
PwC October 2011 - June 2014
Wellington Management December 2010 - July 2011
E-Bay Marketing Solutions June 2010 - August 2010
IBM Consulting Partner July 2007 - August 2009
Singapore Telecommunications Pte Ltd April 2006 - June 2007
Skills
Financial Modeling, Investments, Management Consulting, Mutual Funds, Valuation, Business Analysis, Finance, Machine learning, Data analytics, Data Visualization, R, SQL, Python, Tableau, Qlikview, Spotfire, SAS, Project Management
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA
National University of Singapore 2002 — 2006
Bachelor
Parker Andrews Parker Andrews's Wellington Management Experience January 2003 - August 2004
Job Director of Gas Trading and Origination at eServices, LLC
Industry Oil & Energy
Experience
eServices, LLC Principal Researcher, North American Natural GasIHSApril 2011 - January 2013
Novem Ventures, Inc. December 2008 - April 2011
ArcLight Energy Marketing, LLC June 2007 - December 2008
Progress Energy Ventures May 2005 - June 2007
First Citizens Bank August 2004 - May 2005
Wellington Management January 2003 - August 2004
Wellington Management June 2001 - December 2001
J.P. Morgan June 2000 - September 2000
Education
Duke University
Master of Arts (M.A.)
Northeastern University
Bachelor of Science (B.S.)
eServices, LLC Principal Researcher, North American Natural GasIHSApril 2011 - January 2013
Novem Ventures, Inc. December 2008 - April 2011
ArcLight Energy Marketing, LLC June 2007 - December 2008
Progress Energy Ventures May 2005 - June 2007
First Citizens Bank August 2004 - May 2005
Wellington Management January 2003 - August 2004
Wellington Management June 2001 - December 2001
J.P. Morgan June 2000 - September 2000
Education
Duke University
Master of Arts (M.A.)
Northeastern University
Bachelor of Science (B.S.)
Shawna Ferguson, M.Ed, CCDP/AP, CCC Shawna Ferguson, M.Ed, CCDP/AP, CCC's Wellington Management Experience August 2011 - Present
Job Managing Director, Global Diversity and Inclusion
Industry Financial Services
Experience
Wellington Management August 2011 - Present
Inclusive Talent Strategies, LLC March 2011 - June 2013
Genzyme Corporation July 1999 - February 2011
Marine Optical Group July 1997 - June 1999
Joslin Diabetes Center March 1995 - July 1997
Saga Holidays June 1994 - March 1995
Skills
Design Workshops, Talent Management, Employee Engagement, Governance, Diversity & Inclusion, Talent Acquisition, Blended Learning, Diversity Training, Human Resources, Career Development..., Mentoring, Organizational..., Career Development, Leadership Development, Coaching, Recruiting, Workshop Facilitation, Onboarding, Leadership, Benefits Administration, Employee Benefits, Personnel Management, Career Counseling, Strategy, College Recruiting, Training, Employee Relations, Program Management, Nonprofits, Management, Staff Development, HRIS, Deferred Compensation, Community Outreach, Workforce Planning, Succession Planning, Interviews, Employee Training
Education
Cornell University ILR School 2009 — 2010
Diversity and Inclusion Management Certification/Advanced Practitioner, Intercultural/Multicultural and Diversity Studies
Northeastern University 2008 — 2010
Master of Education, Adult and Organizational Learning
Lesley University 1990 — 1994
BS, Human Resources Management
Another Course to College/UMass 1988 — 1990
HS Diploma, High School Diploma
Wellington Management August 2011 - Present
Inclusive Talent Strategies, LLC March 2011 - June 2013
Genzyme Corporation July 1999 - February 2011
Marine Optical Group July 1997 - June 1999
Joslin Diabetes Center March 1995 - July 1997
Saga Holidays June 1994 - March 1995
Skills
Design Workshops, Talent Management, Employee Engagement, Governance, Diversity & Inclusion, Talent Acquisition, Blended Learning, Diversity Training, Human Resources, Career Development..., Mentoring, Organizational..., Career Development, Leadership Development, Coaching, Recruiting, Workshop Facilitation, Onboarding, Leadership, Benefits Administration, Employee Benefits, Personnel Management, Career Counseling, Strategy, College Recruiting, Training, Employee Relations, Program Management, Nonprofits, Management, Staff Development, HRIS, Deferred Compensation, Community Outreach, Workforce Planning, Succession Planning, Interviews, Employee Training
Education
Cornell University ILR School 2009 — 2010
Diversity and Inclusion Management Certification/Advanced Practitioner, Intercultural/Multicultural and Diversity Studies
Northeastern University 2008 — 2010
Master of Education, Adult and Organizational Learning
Lesley University 1990 — 1994
BS, Human Resources Management
Another Course to College/UMass 1988 — 1990
HS Diploma, High School Diploma
Caroline Hurd's Wellington Management Experience June 2013 - December 2013
Job Site Merchandiser / Marketing Specialist at Amazon
Industry Marketing and Advertising
Experience
Amazon July 2015 - Present
Amazon Web Services June 2014 - December 2014
Apple February 2013 - April 2014
Wellington Management June 2013 - December 2013
Adventist Midwest Health May 2012 - August 2012
Skills
Business Analysis, Finance, Financial Modeling, Microsoft Excel, OS X, Valuation, Due Diligence, Microsoft Office, Private Equity, Analysis, Social Media, Account Reconciliation, Research, Facebook, Economics, Insurance, Bloomberg Terminal, Competitive Analysis, Leadership, Strategy, Public Speaking, Product Marketing, Product Management, Customer Service, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance, 3.7 GPA
Università di Catania 2014 — 2014
Study Abroad, Entrepreneurship/Small Business, 4.0 GPA
Hinsdale Central High School 2007 — 2011
High School, 4.9 GPA
Amazon July 2015 - Present
Amazon Web Services June 2014 - December 2014
Apple February 2013 - April 2014
Wellington Management June 2013 - December 2013
Adventist Midwest Health May 2012 - August 2012
Skills
Business Analysis, Finance, Financial Modeling, Microsoft Excel, OS X, Valuation, Due Diligence, Microsoft Office, Private Equity, Analysis, Social Media, Account Reconciliation, Research, Facebook, Economics, Insurance, Bloomberg Terminal, Competitive Analysis, Leadership, Strategy, Public Speaking, Product Marketing, Product Management, Customer Service, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance, 3.7 GPA
Università di Catania 2014 — 2014
Study Abroad, Entrepreneurship/Small Business, 4.0 GPA
Hinsdale Central High School 2007 — 2011
High School, 4.9 GPA
Laura Faelten Dopazo Laura Faelten Dopazo's Wellington Management Experience September 2009 - January 2010
Job Business Systems Analyst at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
Amanda Groves, LCSW's Wellington Management Experience September 2009 - August 2012
Job Burn Trauma Surgical Social Worker
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital April 2015 - Present
Boston Children's Hospital November 2014 - Present
Cristo Rey Jesuit High School August 2013 - May 2014
South Shore Drill Team August 2012 - May 2013
Wellington Management September 2009 - August 2012
Massachusett's Council of Human Service Providers 2004 - 2005
Skills
Certified RYT Yoga..., Event Planning, Microsoft Excel, PowerPoint, Event Management, Social Media, Fundraising, Non-profits, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Nonprofits, Volunteer Management, Community Outreach, Program Development, Group Therapy, Grants
Education
Loyola University of Chicago 2012 — 2014
Master's Degree, Clinical/Medical Social Work
Yoga Works 2011 — 2011
200 hour Yoga Teacher Certification
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Psychology
Dean College 2004 — 2006
Associate of Arts (A.A.), Dance
Brigham and Women's Hospital April 2015 - Present
Boston Children's Hospital November 2014 - Present
Cristo Rey Jesuit High School August 2013 - May 2014
South Shore Drill Team August 2012 - May 2013
Wellington Management September 2009 - August 2012
Massachusett's Council of Human Service Providers 2004 - 2005
Skills
Certified RYT Yoga..., Event Planning, Microsoft Excel, PowerPoint, Event Management, Social Media, Fundraising, Non-profits, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Nonprofits, Volunteer Management, Community Outreach, Program Development, Group Therapy, Grants
Education
Loyola University of Chicago 2012 — 2014
Master's Degree, Clinical/Medical Social Work
Yoga Works 2011 — 2011
200 hour Yoga Teacher Certification
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Psychology
Dean College 2004 — 2006
Associate of Arts (A.A.), Dance
B Tyler B Tyler's Wellington Management Experience January 2010 - April 2011
Job CHB
Industry Nonprofit Organization Management
Experience
Wellington Management January 2010 - April 2011
Korn/Ferry International April 2006 - April 2009
Mellon Financial January 2004 - April 2006
Rubin Postaer and Associates 2002 - 2003
CIBC World Markets June 2000 - March 2002
Education
Elon University 1996 — 2000
Pingree School
Wellington Management January 2010 - April 2011
Korn/Ferry International April 2006 - April 2009
Mellon Financial January 2004 - April 2006
Rubin Postaer and Associates 2002 - 2003
CIBC World Markets June 2000 - March 2002
Education
Elon University 1996 — 2000
Pingree School
Sam Marley Sam Marley's Wellington Management Experience January 2015 - July 2015
Job Currency Forward Specialist at Wellington Management
Industry Banking
Experience
Wellington Management January 2015 - July 2015
US-UK Fulbright Commission March 2014 - January 2015
Worcestershire Local Enterprise Partnership (WLEP) June 2014 - November 2014
Aston Leisure Centre October 2012 - July 2013
The Sutton Trust July 2012 - July 2012
Skills
Strategy, Analysis, Microsoft Office, Databases, Research, PowerPoint, Social Media, Public Speaking, Teamwork, Financial Analysis, Event Planning, Customer Service
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2018
Bachelor of Science (BS), Economics/Finance
Wales High School 2007 — 2013
GCE Advanced Level (A level), Economics, History, Mathematics
Wellington Management January 2015 - July 2015
US-UK Fulbright Commission March 2014 - January 2015
Worcestershire Local Enterprise Partnership (WLEP) June 2014 - November 2014
Aston Leisure Centre October 2012 - July 2013
The Sutton Trust July 2012 - July 2012
Skills
Strategy, Analysis, Microsoft Office, Databases, Research, PowerPoint, Social Media, Public Speaking, Teamwork, Financial Analysis, Event Planning, Customer Service
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2018
Bachelor of Science (BS), Economics/Finance
Wales High School 2007 — 2013
GCE Advanced Level (A level), Economics, History, Mathematics
Adrienne Frietsch Adrienne Frietsch's Wellington Management Experience October 2013 - Present
Job Financial Administrator at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2013 - Present
Wellington Management September 2011 - October 2013
UBS Wealth Management September 2010 - December 2010
UMass Medical School June 2009 - August 2009
Skills
Analysis, Equities, Investments, Finance, Financial Analysis, Risk Management, Corporate Finance, Accounting, Financial Reporting, Account Reconciliation, Cash Management, Cash Flow
Education
Elon University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.S.B.A, Finance
Wellington Management October 2013 - Present
Wellington Management September 2011 - October 2013
UBS Wealth Management September 2010 - December 2010
UMass Medical School June 2009 - August 2009
Skills
Analysis, Equities, Investments, Finance, Financial Analysis, Risk Management, Corporate Finance, Accounting, Financial Reporting, Account Reconciliation, Cash Management, Cash Flow
Education
Elon University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.S.B.A, Finance
Tejpal Ahluwalia's Wellington Management Experience May 2012 - July 2012
Job Private Equity Summer Analyst at Samarian Group
Industry Investment Banking
Experience
Samarian Group January 2014 - August 2014
Barclays June 2013 - August 2013
Wellington Management May 2012 - July 2012
SAMSI May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Analysis, Bloomberg, Capital Markets, Trading, Equities, Equity Trading, Private Equity, Quantitative Finance, Financial Modeling, Investment Banking, Investment Strategies, Matlab, Microsoft Excel, C++, Technical Analysis, Equity Research, Valuation, Investments, Microsoft Office, Microsoft Word, PowerPoint
Education
Emory University
Bachelor of Science (B.S.), Applied Mathematics
Walton High School 2006 — 2010
Samarian Group January 2014 - August 2014
Barclays June 2013 - August 2013
Wellington Management May 2012 - July 2012
SAMSI May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Analysis, Bloomberg, Capital Markets, Trading, Equities, Equity Trading, Private Equity, Quantitative Finance, Financial Modeling, Investment Banking, Investment Strategies, Matlab, Microsoft Excel, C++, Technical Analysis, Equity Research, Valuation, Investments, Microsoft Office, Microsoft Word, PowerPoint
Education
Emory University
Bachelor of Science (B.S.), Applied Mathematics
Walton High School 2006 — 2010
Ryan Kelton's Wellington Management Experience July 2009 - January 2010
Job Lead Analyst Underwriting at GE Capital
Industry Financial Services
Experience
GE Capital July 2012 - Present
GE Capital February 2012 - June 2012
Wellington Management July 2009 - January 2010
Northwestern Mutual June 2008 - July 2009
Skills
Data Analysis, Finance, Portfolio Management, FX Options, Bloomberg, Risk Management, Financial Modeling, Derivatives, PowerPoint, Financial Analysis, Microsoft Office, Financial Risk
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), International Business
Dublin City University 2010 — 2011
GE Capital July 2012 - Present
GE Capital February 2012 - June 2012
Wellington Management July 2009 - January 2010
Northwestern Mutual June 2008 - July 2009
Skills
Data Analysis, Finance, Portfolio Management, FX Options, Bloomberg, Risk Management, Financial Modeling, Derivatives, PowerPoint, Financial Analysis, Microsoft Office, Financial Risk
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), International Business
Dublin City University 2010 — 2011
Paul Gastello Paul Gastello's Wellington Management Experience April 2014 - Present
Job Research Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2014 - Present
Wellington Management June 2013 - August 2013
Nike Communications March 2013 - May 2013
Ivy Insiders June 2010 - October 2010
Skills
Strategy, Leadership, Research, Microsoft Excel, Teamwork, Competitive Analysis, Spanish, Project Management, Financial Analysis
Education
Dartmouth College 2009 — 2014
Bachelor’s Degree, Political Science and Government, 3.6
Wellington Management April 2014 - Present
Wellington Management June 2013 - August 2013
Nike Communications March 2013 - May 2013
Ivy Insiders June 2010 - October 2010
Skills
Strategy, Leadership, Research, Microsoft Excel, Teamwork, Competitive Analysis, Spanish, Project Management, Financial Analysis
Education
Dartmouth College 2009 — 2014
Bachelor’s Degree, Political Science and Government, 3.6
Patricia Lombardi's Wellington Management Experience January 2005 - Present
Job Business Manager, Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management January 2005 - Present
Investors Bank and Trust March 1999 - January 2005
Education
Emerson College 1990 — 1994
Bachelor of Science, Communications
Wellington Management January 2005 - Present
Investors Bank and Trust March 1999 - January 2005
Education
Emerson College 1990 — 1994
Bachelor of Science, Communications
Giovanna Swope's Wellington Management Experience July 2007 - January 2012
Job Project Manager/Executive Assistant Global Marketing at Vistaprint
Industry Marketing and Advertising
Experience
VistaPrint 2011 - Present
Wellington Management July 2007 - January 2012
CerconeBrownCurtis November 2006 - June 2007
Rincon Del Mar Ranch August 2006 - October 2006
Lazuli Jewelry June 2005 - September 2005
Skills
Marketing, Public Relations, Administrative..., Microsoft Excel, Program Management, Analysis, Time Management, Equities, Outlook, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Event Planning, Event Management
Education
Emmanuel College 2009 — 2011
Master of Management, Business concentration
Gordon College 2002 — 2005
Bachelor of Arts, Communication Arts; Speech Concentration
VistaPrint 2011 - Present
Wellington Management July 2007 - January 2012
CerconeBrownCurtis November 2006 - June 2007
Rincon Del Mar Ranch August 2006 - October 2006
Lazuli Jewelry June 2005 - September 2005
Skills
Marketing, Public Relations, Administrative..., Microsoft Excel, Program Management, Analysis, Time Management, Equities, Outlook, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Event Planning, Event Management
Education
Emmanuel College 2009 — 2011
Master of Management, Business concentration
Gordon College 2002 — 2005
Bachelor of Arts, Communication Arts; Speech Concentration
Suzanne Matulis Suzanne Matulis's Wellington Management Experience August 1995 - April 1999
Job Chief Financial Officer at Ty View Capital Management
Industry Financial Services
Experience
Ty View Capital Management March 2012 - Present
PAR Capital Management April 1999 - February 2012
Wellington Management August 1995 - April 1999
Dane Falb Stone & Co 1989 - 1995
Skills
Hedge Funds, Financial Statements, Prime Brokerage, Securities, Financial Operations, Alternative Investments, Asset Management, Investments, Tax Accounting, Accounting, Equities, Finance, Sustainability, Corporate Social..., Environmental Issues, Research
Education
Harvard Extension School 2013 — 2016
Master's Degree, Sustainability
Northeastern University - Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Northeastern University 1984 — 1989
B.S., Business Administration, concentration in Finance
Ty View Capital Management March 2012 - Present
PAR Capital Management April 1999 - February 2012
Wellington Management August 1995 - April 1999
Dane Falb Stone & Co 1989 - 1995
Skills
Hedge Funds, Financial Statements, Prime Brokerage, Securities, Financial Operations, Alternative Investments, Asset Management, Investments, Tax Accounting, Accounting, Equities, Finance, Sustainability, Corporate Social..., Environmental Issues, Research
Education
Harvard Extension School 2013 — 2016
Master's Degree, Sustainability
Northeastern University - Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
Northeastern University 1984 — 1989
B.S., Business Administration, concentration in Finance
Lindsay Seward Lindsay Seward's Wellington Management Experience June 2007 - Present
Job Managing Director, Client Portfolio Manager
Industry Financial Services
Experience
Wellington Management June 2007 - Present
Putnam Investments April 1998 - June 2007
Skills
Asset Allocation, Mutual Funds, Investments
Education
Eckerd College 1986 — 1990
Wellington Management June 2007 - Present
Putnam Investments April 1998 - June 2007
Skills
Asset Allocation, Mutual Funds, Investments
Education
Eckerd College 1986 — 1990
Jeremy Hmura, CPA's Wellington Management Experience September 2012 - March 2014
Job Corporate Controller at Old Neighborhood Foods
Industry Food Production
Experience
Old Neighborhood Foods April 2014 - Present
Wellington Management September 2012 - March 2014
Wellington Management March 2012 - August 2012
Wellington Management December 2011 - February 2012
Wellington Management June 2009 - November 2011
Chicago Trading Company June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Internal Controls, Business Analysis, Variance Analysis, Fixed Asset Management, Operational Risk..., Data Mining, PeopleSoft, Business Writing, Treasury Management, Commercial Insurance, Inventory Management, Cash Flow Forecasting, ERP, Project Management, Team Leadership, Public Speaking, Coaching
Education
Suffolk University 2010 — 2012
Master of Business Administration (MBA), Master of Science in Accounting (MSA)
Curry College 2005 — 2009
Bachelor of Arts, Management Major with Accounting Concentration, Minor in English and Applied Computing
Old Neighborhood Foods April 2014 - Present
Wellington Management September 2012 - March 2014
Wellington Management March 2012 - August 2012
Wellington Management December 2011 - February 2012
Wellington Management June 2009 - November 2011
Chicago Trading Company June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Internal Controls, Business Analysis, Variance Analysis, Fixed Asset Management, Operational Risk..., Data Mining, PeopleSoft, Business Writing, Treasury Management, Commercial Insurance, Inventory Management, Cash Flow Forecasting, ERP, Project Management, Team Leadership, Public Speaking, Coaching
Education
Suffolk University 2010 — 2012
Master of Business Administration (MBA), Master of Science in Accounting (MSA)
Curry College 2005 — 2009
Bachelor of Arts, Management Major with Accounting Concentration, Minor in English and Applied Computing
Chris Kaufman Chris Kaufman's Wellington Management Experience January 2011 - Present
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2011 - Present
Northeastern University August 2009 - December 2011
BJ's Wholesale Club July 2010 - December 2010
New York Health & Racquet Club February 2009 - June 2009
Park Hudson International April 2008 - November 2008
Intermedia Group, Inc. September 2005 - March 2008
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Finance & General Management
University of Vermont 2000 — 2004
BS, Business Administration
Wellington Management January 2011 - Present
Northeastern University August 2009 - December 2011
BJ's Wholesale Club July 2010 - December 2010
New York Health & Racquet Club February 2009 - June 2009
Park Hudson International April 2008 - November 2008
Intermedia Group, Inc. September 2005 - March 2008
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Finance & General Management
University of Vermont 2000 — 2004
BS, Business Administration
Abbie Kaiser Abbie Kaiser's Wellington Management Experience July 2015 - Present
Job Investment Analytics and Communications Business Associate
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management January 2015 - June 2015
Wellington Management June 2014 - December 2014
CYCLOMUNDO July 2013 - December 2013
Northeastern University August 2011 - December 2012
The Boston Globe January 2012 - June 2012
YWCA of Greater Portland June 2010 - August 2010
Skills
Microsoft Excel, Blogging, Public Speaking, Photography, Program Management, Data Analysis, SEO, Microsoft Office, Research
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Economics
Delft University of Technology 2012 — 2012
Summer Program in Sustainable Transportation
Beaverton High School 2006 — 2010
Wellington Management July 2015 - Present
Wellington Management January 2015 - June 2015
Wellington Management June 2014 - December 2014
CYCLOMUNDO July 2013 - December 2013
Northeastern University August 2011 - December 2012
The Boston Globe January 2012 - June 2012
YWCA of Greater Portland June 2010 - August 2010
Skills
Microsoft Excel, Blogging, Public Speaking, Photography, Program Management, Data Analysis, SEO, Microsoft Office, Research
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Economics
Delft University of Technology 2012 — 2012
Summer Program in Sustainable Transportation
Beaverton High School 2006 — 2010
Dan Isaacs Dan Isaacs's Wellington Management Experience 2009 - Present
Job Managing Director Director Latin America Relationship Management at Wellington Management
Industry Investment Management
Experience
Wellington Management 2009 - Present
Wellington Management 2006 - 2009
Wellington Management 2003 - 2006
Fidelity Investments 1997 - 2003
CIGNA Retirement and Investment Services 1996 - 1997
Fidelity Investments 1988 - 1996
Liberty Mutual 1986 - 1988
Skills
Relationship Management, Investments, Asset Allocation, Equities, Finance, Investment Management, Asset Management, Mutual Funds, Alternative Investments, Leadership, Hedge Funds, Fixed Income, Portfolio Management
Education
Sloan School of Management, M.I.T 1984 — 1986
MS, Management
Dartmouth College 1979 — 1983
BA, Religion
Wellington Management 2009 - Present
Wellington Management 2006 - 2009
Wellington Management 2003 - 2006
Fidelity Investments 1997 - 2003
CIGNA Retirement and Investment Services 1996 - 1997
Fidelity Investments 1988 - 1996
Liberty Mutual 1986 - 1988
Skills
Relationship Management, Investments, Asset Allocation, Equities, Finance, Investment Management, Asset Management, Mutual Funds, Alternative Investments, Leadership, Hedge Funds, Fixed Income, Portfolio Management
Education
Sloan School of Management, M.I.T 1984 — 1986
MS, Management
Dartmouth College 1979 — 1983
BA, Religion
Jason Cronin's Wellington Management Experience April 2014 - Present
Job Managing Director, Senior Manager, Investment Operations
Industry Investment Management
Experience
Wellington Management April 2014 - Present
Wellington Management July 2003 - March 2014
Wellington Management August 1999 - July 2003
State Street Corporation October 1995 - August 1999
Skills
Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Derivatives, Mutual Funds, Middle Office, Financial Services, Asset Management, Asset Managment, Risk Management, Trading Systems, Leadership, Hiring, Trading, FX Trading, FX Spot, Private Equity, Alternative Investments, Project Management, Problem Solving, Equity Trading, Budgeting, Back Office, Outsourcing, Offshoring, Relationship Management, Client Services, Customer Service, IT Solutions, Contract Negotiation, Operations Management, Operational Excellence, Creative Solutions, Team Leadership, Team Building, Strategic Planning, Outsourcing Management, Global Management, Corporate Actions, Account Reconciliation, Operational Risk..., Claims Management, Class Actions
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2007
MBA, Corporate Finance and Investments
University of Massachusetts Lowell 1989 — 1993
BA, History and Economics, Cum Laude
Wellington Management April 2014 - Present
Wellington Management July 2003 - March 2014
Wellington Management August 1999 - July 2003
State Street Corporation October 1995 - August 1999
Skills
Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Derivatives, Mutual Funds, Middle Office, Financial Services, Asset Management, Asset Managment, Risk Management, Trading Systems, Leadership, Hiring, Trading, FX Trading, FX Spot, Private Equity, Alternative Investments, Project Management, Problem Solving, Equity Trading, Budgeting, Back Office, Outsourcing, Offshoring, Relationship Management, Client Services, Customer Service, IT Solutions, Contract Negotiation, Operations Management, Operational Excellence, Creative Solutions, Team Leadership, Team Building, Strategic Planning, Outsourcing Management, Global Management, Corporate Actions, Account Reconciliation, Operational Risk..., Claims Management, Class Actions
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2007
MBA, Corporate Finance and Investments
University of Massachusetts Lowell 1989 — 1993
BA, History and Economics, Cum Laude
Jeremy Hartman's Wellington Management Experience January 2010 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
First Manhattan Co. 2007 - January 2010
Ziff Brothers Investments 2002 - 2005
Goldman, Sachs & Co. 1999 - 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Dartmouth College 1995 — 1999
BA, English
Wellington Management January 2010 - Present
First Manhattan Co. 2007 - January 2010
Ziff Brothers Investments 2002 - 2005
Goldman, Sachs & Co. 1999 - 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Dartmouth College 1995 — 1999
BA, English
Beth (Myruski) Piskorowski's Wellington Management Experience September 2014 - Present
Job Managing Director, Associate Director of Global Industry Research at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Wellington Management April 2013 - August 2014
Wellington Management September 2011 - April 2013
Wellington Management August 2008 - September 2011
McKinsey & Company September 2006 - July 2008
McKinsey & Company June 2005 - August 2005
Putnam Investments July 2001 - July 2004
Skills
Private Equity, Equities, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Management, Equity Research, Bloomberg
Education
Harvard Business School 2004 — 2006
MBA, Business
Dartmouth College 1997 — 2001
BA, Government, Philosophy
Wellington Management September 2014 - Present
Wellington Management April 2013 - August 2014
Wellington Management September 2011 - April 2013
Wellington Management August 2008 - September 2011
McKinsey & Company September 2006 - July 2008
McKinsey & Company June 2005 - August 2005
Putnam Investments July 2001 - July 2004
Skills
Private Equity, Equities, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Management, Equity Research, Bloomberg
Education
Harvard Business School 2004 — 2006
MBA, Business
Dartmouth College 1997 — 2001
BA, Government, Philosophy
Emily Nielsten White's Wellington Management Experience 2007 - 2007
Job Financial Planning, The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company April 2015 - Present
The Walt Disney Company August 2013 - April 2015
The Walt Disney Company 2010 - 2013
The Wildwoods Foundation 2009 - 2011
The Walt Disney Company 2008 - 2010
Wellington Management 2007 - 2007
PricewaterhouseCoopers 2001 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1997 — 2001
BA
The Walt Disney Company April 2015 - Present
The Walt Disney Company August 2013 - April 2015
The Walt Disney Company 2010 - 2013
The Wildwoods Foundation 2009 - 2011
The Walt Disney Company 2008 - 2010
Wellington Management 2007 - 2007
PricewaterhouseCoopers 2001 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1997 — 2001
BA
Patrick Middleton's Wellington Management Experience June 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Wellington Management June 2014 - Present
US Trust January 2008 - September 2013
Skills
Proficient in FactSet,...
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepereneurship, 3.114
Wesleyan University 1994 — 1998
BA, Economics
Belmont Hill School 1990 — 1994
Dexter School 1984 — 1990
Wellington Management June 2014 - Present
US Trust January 2008 - September 2013
Skills
Proficient in FactSet,...
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepereneurship, 3.114
Wesleyan University 1994 — 1998
BA, Economics
Belmont Hill School 1990 — 1994
Dexter School 1984 — 1990
Peter Breault, CFA's Wellington Management Experience February 2007 - 2011
Job Portfolio Manager at SSgA
Industry Investment Management
Experience
State Street Global Advisors 2012 - Present
Wellington Management February 2007 - 2011
Wellington Management 2006 - 2007
Wellington Management 2002 - 2006
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Swaps, Technical Analysis, Trend Analysis, Economics, Bonds, Investments, Hedging, Interest Rate Risk..., Securities, Investment Strategies, Mutual Funds
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Masters of Science, Finance, 3.70 GPA
University of Massachusetts at Dartmouth - Charlton College of Business
Bachelors of Science, Finance
State Street Global Advisors 2012 - Present
Wellington Management February 2007 - 2011
Wellington Management 2006 - 2007
Wellington Management 2002 - 2006
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Swaps, Technical Analysis, Trend Analysis, Economics, Bonds, Investments, Hedging, Interest Rate Risk..., Securities, Investment Strategies, Mutual Funds
Education
Northeastern University - Graduate School of Business Administration 2005 — 2007
Masters of Science, Finance, 3.70 GPA
University of Massachusetts at Dartmouth - Charlton College of Business
Bachelors of Science, Finance
Christina Howlett Perez's Wellington Management Experience April 2011 - Present
Job Manager, Procurement at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2011 - Present
Sun Life Financial April 2010 - April 2011
State Street Corporation January 2007 - March 2010
Fidelity Investments 1994 - 2006
Skills
Strategic Sourcing, Vendor Management, Procurement, RFP, Outsourcing, Process Improvement, Spend Analysis, Contract Negotiation, Contract Management, Relationship Management, Negotiation, Change Management, Supply Management, Strategy, Management, Management Consulting, Business Process, Sourcing, Global Sourcing
Education
Emmanuel College
Bachelor of Science (BS), Business Administration
University of Massachusetts at Lowell
Wellington Management April 2011 - Present
Sun Life Financial April 2010 - April 2011
State Street Corporation January 2007 - March 2010
Fidelity Investments 1994 - 2006
Skills
Strategic Sourcing, Vendor Management, Procurement, RFP, Outsourcing, Process Improvement, Spend Analysis, Contract Negotiation, Contract Management, Relationship Management, Negotiation, Change Management, Supply Management, Strategy, Management, Management Consulting, Business Process, Sourcing, Global Sourcing
Education
Emmanuel College
Bachelor of Science (BS), Business Administration
University of Massachusetts at Lowell
Rachel Johnson, CFA's Wellington Management Experience August 1997 - January 2008
Job at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors January 2008 - Present
Wellington Management August 1997 - January 2008
Federal Reserve Board 1992 - 1995
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Dartmouth College 1988 — 1992
B.A., Economics
State Street Global Advisors January 2008 - Present
Wellington Management August 1997 - January 2008
Federal Reserve Board 1992 - 1995
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Dartmouth College 1988 — 1992
B.A., Economics
Jed Synnestvedt's Wellington Management Experience February 2005 - Present
Job Managing Director, Associate Director Global Relationship Group
Industry Investment Management
Experience
Wellington Management February 2005 - Present
Wellington Management 2005 - Present
State Street Research & Management 2001 - 2005
Education
Dickinson College
Wellington Management February 2005 - Present
Wellington Management 2005 - Present
State Street Research & Management 2001 - 2005
Education
Dickinson College
Amanda Donalson's Wellington Management Experience 2000 - 2005
Job Paralegal
Industry Legal Services
Experience
Atlanta Volunteer Lawyers Foundation 2008 - 2011
Reed Construction Data 2005 - 2007
Wellington Management 2000 - 2005
Houghton Mifflin Company 1997 - 2000
Skills
Outlook, Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Emory University 2007 — 2007
Paralegal Certificate, Paralegal Studies
University of Massachusetts Boston
Bachelor of Arts (B.A.), Humanities/Social Science
Atlanta Volunteer Lawyers Foundation 2008 - 2011
Reed Construction Data 2005 - 2007
Wellington Management 2000 - 2005
Houghton Mifflin Company 1997 - 2000
Skills
Outlook, Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Emory University 2007 — 2007
Paralegal Certificate, Paralegal Studies
University of Massachusetts Boston
Bachelor of Arts (B.A.), Humanities/Social Science
Jia Sun's Wellington Management Experience February 2012 - Present
Job Sr. System Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2012 - Present
GXS, Inc. June 2003 - January 2012
Celarix, Inc. June 2001 - June 2003
SmartEnergy November 2000 - May 2001
Education
Eastern Illinois University 1998 — 2000
Master of Science (MS)
Wellington Management February 2012 - Present
GXS, Inc. June 2003 - January 2012
Celarix, Inc. June 2001 - June 2003
SmartEnergy November 2000 - May 2001
Education
Eastern Illinois University 1998 — 2000
Master of Science (MS)
Scott Geary's Wellington Management Experience March 2009 - Present
Job Managing Director, Wellington Management
Industry Financial Services
Experience
Wellington Management March 2009 - Present
Goldman Sachs September 1998 - March 2009
Deutsche Bank Securities June 1997 - August 1998
JP Morgan March 1996 - May 1997
Genesis Merchant Group Securities June 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA
University of Vermont 1983 — 1987
BA, Political Science
Wellington Management March 2009 - Present
Goldman Sachs September 1998 - March 2009
Deutsche Bank Securities June 1997 - August 1998
JP Morgan March 1996 - May 1997
Genesis Merchant Group Securities June 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA
University of Vermont 1983 — 1987
BA, Political Science
Louiza Ogbue's Wellington Management Experience 2009 - 2009
Job Oracle DBA at DataXu
Industry Information Technology and Services
Experience
DataXu 2012 - Present
Integra Technology Consulting October 2002 - Present
Biogen Idec 2009 - 2012
Wellington Management 2009 - 2009
Fidelity Investments 2005 - 2008
Upromise 2004 - 2005
NEBS 2003 - 2003
SimplexGrinnell 2002 - 2003
Unitas Corporation 2001 - 2002
Database Technologies 1999 - 2001
Skills
Databases, Perl, Integration, Data Modeling, Data Warehousing, PL/SQL, Business Intelligence, Database Administration, SQL, Unix, Microsoft SQL Server, Hadoop Admin, Greenplum DBA, PostgreSQL DBA, MySQL DBA, Linux, Oracle, Performance Tuning, Oracle E-Business Suite, Database Design, Sybase, Shell Scripting, Cloudera Hadoop Admin, ETL, Solaris, SDLC, Disaster Recovery, High Availability, PostgreSQL, PostgresSQL DBA, Oracle RAC, Oracle RMAN, PostgreSQL Streaming..., Unix Shell Scripting, MySQL
Education
Cranfield University - Cranfield School of Management
MBA
University of Lagos
B.Sc
DataXu 2012 - Present
Integra Technology Consulting October 2002 - Present
Biogen Idec 2009 - 2012
Wellington Management 2009 - 2009
Fidelity Investments 2005 - 2008
Upromise 2004 - 2005
NEBS 2003 - 2003
SimplexGrinnell 2002 - 2003
Unitas Corporation 2001 - 2002
Database Technologies 1999 - 2001
Skills
Databases, Perl, Integration, Data Modeling, Data Warehousing, PL/SQL, Business Intelligence, Database Administration, SQL, Unix, Microsoft SQL Server, Hadoop Admin, Greenplum DBA, PostgreSQL DBA, MySQL DBA, Linux, Oracle, Performance Tuning, Oracle E-Business Suite, Database Design, Sybase, Shell Scripting, Cloudera Hadoop Admin, ETL, Solaris, SDLC, Disaster Recovery, High Availability, PostgreSQL, PostgresSQL DBA, Oracle RAC, Oracle RMAN, PostgreSQL Streaming..., Unix Shell Scripting, MySQL
Education
Cranfield University - Cranfield School of Management
MBA
University of Lagos
B.Sc
Stephen Keep's Wellington Management Experience September 2004 - December 2008
Job Senior Vice President at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments January 2014 - Present
Conning Asset Management May 2009 - December 2011
Wellington Management September 2004 - December 2008
Goldman Sachs 1985 - 2004
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
St. Lawrence University
BA
PineBridge Investments January 2014 - Present
Conning Asset Management May 2009 - December 2011
Wellington Management September 2004 - December 2008
Goldman Sachs 1985 - 2004
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
St. Lawrence University
BA
Alex Guckenburg's Wellington Management Experience October 2006 - March 2009
Job Senior Manager, Global Settlements and Liquidity & Collateral Management at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments January 2014 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - Present
Wellington Management October 2006 - March 2009
John Hancock Funds and John Hancock Life Insurance Company (now Manulife Insurance Company) 1999 - 2006
Investors Bank & Trust June 1998 - September 1999
Skills
Investments, Bloomberg, Derivatives, Asset Management, Back Office, Pricing, Swaps, Business Strategy, Business Analysis, Fixed Income, Critical Thinking, Equities, Private Equity, Private Placements, Alternative Investments, Real Estate Investment, Syndicated Loans (Bank..., Custody, Financial Services, Settlement
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance and International Finance
Wheaton College (MA) 1994 — 1998
Economics, International Business
Liberty Mutual Investments January 2014 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - Present
Wellington Management October 2006 - March 2009
John Hancock Funds and John Hancock Life Insurance Company (now Manulife Insurance Company) 1999 - 2006
Investors Bank & Trust June 1998 - September 1999
Skills
Investments, Bloomberg, Derivatives, Asset Management, Back Office, Pricing, Swaps, Business Strategy, Business Analysis, Fixed Income, Critical Thinking, Equities, Private Equity, Private Placements, Alternative Investments, Real Estate Investment, Syndicated Loans (Bank..., Custody, Financial Services, Settlement
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance and International Finance
Wheaton College (MA) 1994 — 1998
Economics, International Business
Julie Huss's Wellington Management Experience 1998 - 2005
Job Vice President, Compensation Manager
Industry Human Resources
Experience
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
Mike Hoysak's Wellington Management Experience April 2008 - September 2012
Job Business Analyst at GMO LLC
Industry Investment Management
Experience
GMO February 2014 - Present
Fidelity Investments September 2012 - February 2014
Wellington Management April 2008 - September 2012
David J. Greene 2004 - 2008
NeoNet Securities 2000 - 2004
Northstar Capital January 1997 - January 2000
Skills
Trading Systems, Trading, Market Data, Financial Markets, Derivatives, Project Management, Equities, Electronic Trading, Equity Trading, Bloomberg, Fixed Income, FX Options, Equity Derivatives, Low Latency, Compliance, Business Analysis, Data Analysis, FX trading, Hedge Funds, Agile Methodology, Data Quality Analysis, Account and fund..., Agile Methodologies
Education
The Juilliard School 1995 — 1997
Duke University 1991 — 1992
GMO February 2014 - Present
Fidelity Investments September 2012 - February 2014
Wellington Management April 2008 - September 2012
David J. Greene 2004 - 2008
NeoNet Securities 2000 - 2004
Northstar Capital January 1997 - January 2000
Skills
Trading Systems, Trading, Market Data, Financial Markets, Derivatives, Project Management, Equities, Electronic Trading, Equity Trading, Bloomberg, Fixed Income, FX Options, Equity Derivatives, Low Latency, Compliance, Business Analysis, Data Analysis, FX trading, Hedge Funds, Agile Methodology, Data Quality Analysis, Account and fund..., Agile Methodologies
Education
The Juilliard School 1995 — 1997
Duke University 1991 — 1992
Nimesh Maheshwari's Wellington Management Experience November 2013 - Present
Job Senior Consultant at Wellington Management
Industry Capital Markets
Experience
Sapient November 2013 - Present
Wellington Management November 2013 - Present
Embry-Riddle Aeronautical University September 2006 - November 2013
City of North Myrtle Beach August 2004 - May 2005
Skills
Data Analysis, Visual Basic, C++, C, Programming, Requirements Analysis, SAS, Java, Python, SQL, Project Management, Perl, Research, HTML, Object Oriented Design, Business Intelligence, Microsoft Office, Linux, Engineering, PowerPoint, Statistics, SDLC, Data Mining, Databases, Testing, Leadership, Analysis, Visio, Software Development, Software Engineering, UML, Microsoft SQL Server
Education
Embry-Riddle Aeronautical University 2009 — 2011
Master of Business Administration (M.B.A.), Systems Operations
Embry-Riddle Aeronautical University 2005 — 2007
MS, Software Engineering
Adarsh Public School
Sapient November 2013 - Present
Wellington Management November 2013 - Present
Embry-Riddle Aeronautical University September 2006 - November 2013
City of North Myrtle Beach August 2004 - May 2005
Skills
Data Analysis, Visual Basic, C++, C, Programming, Requirements Analysis, SAS, Java, Python, SQL, Project Management, Perl, Research, HTML, Object Oriented Design, Business Intelligence, Microsoft Office, Linux, Engineering, PowerPoint, Statistics, SDLC, Data Mining, Databases, Testing, Leadership, Analysis, Visio, Software Development, Software Engineering, UML, Microsoft SQL Server
Education
Embry-Riddle Aeronautical University 2009 — 2011
Master of Business Administration (M.B.A.), Systems Operations
Embry-Riddle Aeronautical University 2005 — 2007
MS, Software Engineering
Adarsh Public School
Nalini Babooram's Wellington Management Experience June 2002 - December 2002
Job Finance Manager at W.R. Grace
Industry Construction
Experience
W.R. Grace August 2014 - Present
W.R. Grace April 2012 - July 2014
W.R. Grace July 2009 - March 2012
W.R. Grace July 2006 - July 2009
W.R. Grace June 2005 - December 2005
The Gillette Company June 2003 - December 2003
Wellington Management June 2002 - December 2002
Manulife Financial June 2001 - December 2001
Skills
Financial Forecasting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Consolidation, SAP, Forecasting, Financial Reporting, Corporate Finance, Finance, Valuation, Mergers, Cost Accounting, Mergers & Acquisitions, Variance Analysis, US GAAP, Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA, MSF
Northeastern University 2000 — 2004
BSBA Finance & Insurance, BSBA Management Information Systems
W.R. Grace August 2014 - Present
W.R. Grace April 2012 - July 2014
W.R. Grace July 2009 - March 2012
W.R. Grace July 2006 - July 2009
W.R. Grace June 2005 - December 2005
The Gillette Company June 2003 - December 2003
Wellington Management June 2002 - December 2002
Manulife Financial June 2001 - December 2001
Skills
Financial Forecasting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Consolidation, SAP, Forecasting, Financial Reporting, Corporate Finance, Finance, Valuation, Mergers, Cost Accounting, Mergers & Acquisitions, Variance Analysis, US GAAP, Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA, MSF
Northeastern University 2000 — 2004
BSBA Finance & Insurance, BSBA Management Information Systems
Pritesh Agrawal's Wellington Management Experience 2010 - 2012
Job Java J2EE developer
Industry Computer Software
Experience
University of Michigan March 2008 - Present
Neumeric tech corp January 2008 - Present
Wellington Management 2010 - 2012
Amdocs 2006 - 2007
HCL Technologies 2005 - 2006
Skills
Spring, Struts, Web Services, Java, Agile Methodologies, Java Enterprise Edition, Architecture, Hibernate, Architectures, Eclipse, JSP, Tomcat
Education
Devi Ahilya Vishwavidyalaya 1986 — 2005
University of Michigan March 2008 - Present
Neumeric tech corp January 2008 - Present
Wellington Management 2010 - 2012
Amdocs 2006 - 2007
HCL Technologies 2005 - 2006
Skills
Spring, Struts, Web Services, Java, Agile Methodologies, Java Enterprise Edition, Architecture, Hibernate, Architectures, Eclipse, JSP, Tomcat
Education
Devi Ahilya Vishwavidyalaya 1986 — 2005
Leah Rainis's Wellington Management Experience January 2007 - July 2009
Job Experienced Event Professional with an Eye for Detail
Industry Events Services
Experience
Hops and Grain LLC May 2015 - October 2015
Charity Dynamics January 2015 - July 2015
Wellington Management Company July 2009 - August 2014
Wellington Management January 2007 - July 2009
Wellington Management November 2005 - January 2007
Skills
Event Planning, Management, Customer Service, Event Management, Production Managment, Vendor Management, Corporate Events, Live Event Producer, Live Events, Mentoring, Production Management, Business Analysis, Public Speaking, Beer, Craft Beer, Production Planning, Video Conferencing, Webcasting, Audio Visual Support, Audience Response..., Team Leadership, Cross-functional Team..., International Logistics, International Project..., Mentoring New Hires, AV, Budgets, Marketing, Business Development, Team Building, Strategic Planning, Social Media, Project Management, Marketing Communications, Social Networking, Content Strategy, Content Development, Brand Management
Education
Emerson College 2001 — 2004
B.S., Marketing Communication
Hops and Grain LLC May 2015 - October 2015
Charity Dynamics January 2015 - July 2015
Wellington Management Company July 2009 - August 2014
Wellington Management January 2007 - July 2009
Wellington Management November 2005 - January 2007
Skills
Event Planning, Management, Customer Service, Event Management, Production Managment, Vendor Management, Corporate Events, Live Event Producer, Live Events, Mentoring, Production Management, Business Analysis, Public Speaking, Beer, Craft Beer, Production Planning, Video Conferencing, Webcasting, Audio Visual Support, Audience Response..., Team Leadership, Cross-functional Team..., International Logistics, International Project..., Mentoring New Hires, AV, Budgets, Marketing, Business Development, Team Building, Strategic Planning, Social Media, Project Management, Marketing Communications, Social Networking, Content Strategy, Content Development, Brand Management
Education
Emerson College 2001 — 2004
B.S., Marketing Communication
Roberto Rossicone's Wellington Management Experience June 2013 - Present
Job Equity Compliance Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Wellington Management June 2013 - Present
Income Research + Management February 2011 - June 2013
State Street August 2009 - February 2011
UBS June 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Equities, Mutual Funds, Securities, Investments, Bonds, Emerging Markets, Investment Company Act, Private Placements, Latent Zero, Prospectus, Business Analytics, Data Structures, Close Attention to..., Communication Skills, Enthusiasm to learn, Derivatives, Bloomberg Terminal, Fixed Income, Analysis, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Candidate for Master of Business Administration (M.B.A.), Investments and Securities
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration/Bachelor of Arts, Finance and Economics
Ketki Tipnis, CFA's Wellington Management Experience September 2011 - Present
Job Vice President, Investment Reporting Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2011 - Present
Wellington Management January 2010 - August 2011
Wellington Management May 2008 - June 2009
Tata Consultancy Services March 2004 - July 2006
Thundercloud Technologies August 2002 - February 2004
Skills
Investment Management, Fixed Income, Equities, Bloomberg, Business Analysis, Risk Management, Financial Modeling, Asset Managment, Valuation, Asset Allocation, Investment Banking, Investments, Project Management, Securities, Equity Research, Financial Analysis, SQL, Derivatives, Portfolio Management, Corporate Finance, Analytics, Asset Management, Financial Services, Hedge Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
University of Pune 2000 — 2002
MCS, Computer Science
University of Pune 1997 — 2000
BCS, Computer Science
Wellington Management September 2011 - Present
Wellington Management January 2010 - August 2011
Wellington Management May 2008 - June 2009
Tata Consultancy Services March 2004 - July 2006
Thundercloud Technologies August 2002 - February 2004
Skills
Investment Management, Fixed Income, Equities, Bloomberg, Business Analysis, Risk Management, Financial Modeling, Asset Managment, Valuation, Asset Allocation, Investment Banking, Investments, Project Management, Securities, Equity Research, Financial Analysis, SQL, Derivatives, Portfolio Management, Corporate Finance, Analytics, Asset Management, Financial Services, Hedge Funds
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
University of Pune 2000 — 2002
MCS, Computer Science
University of Pune 1997 — 2000
BCS, Computer Science
vardhan bhargava's Wellington Management Experience March 2008 - December 2011
Job Manager Project Management Common Securitization Solutions
Industry Information Technology and Services
Experience
Common Securitization Solutions April 2015 - Present
Sapient June 2004 - March 2015
Fidelity Investments February 2012 - December 2012
Wellington Management March 2008 - December 2011
Skills
Project Management, Project Planning, Software Project..., Agile Project Management, Agile Testing, Equity Trading, IT Operations, Resource Allocation, Project Staffing, Team Mentoring, Agile Methodologies, SDLC, Resource Management, Global Delivery, Management, System Testing, PMO, Release Management, Project Delivery, Trading Systems, Requirements Analysis, Testing, Integration, Regression Testing, QTP, Test Automation, User Acceptance Testing, Quality Assurance, Quality Center
Education
Delhi University
Bsc Honors, Mathematics
Common Securitization Solutions April 2015 - Present
Sapient June 2004 - March 2015
Fidelity Investments February 2012 - December 2012
Wellington Management March 2008 - December 2011
Skills
Project Management, Project Planning, Software Project..., Agile Project Management, Agile Testing, Equity Trading, IT Operations, Resource Allocation, Project Staffing, Team Mentoring, Agile Methodologies, SDLC, Resource Management, Global Delivery, Management, System Testing, PMO, Release Management, Project Delivery, Trading Systems, Requirements Analysis, Testing, Integration, Regression Testing, QTP, Test Automation, User Acceptance Testing, Quality Assurance, Quality Center
Education
Delhi University
Bsc Honors, Mathematics
Luke Ryan's Wellington Management Experience December 2007 - December 2008
Job Social Media Marketing Manager at Netflix
Industry Marketing and Advertising
Experience
Netflix August 2015 - Present
We Are Social December 2014 - Present
We Are Social September 2013 - Present
One Green Bean June 2013 - September 2013
Pollen Digital September 2012 - June 2013
Naked Communications October 2011 - September 2012
MEC June 2010 - October 2011
Wellington Management December 2007 - December 2008
Crunchtime Training Studios August 2005 - August 2007
Skills
Digital Marketing, Social Media Marketing, Marketing Strategy, Creative Strategy, Ideas Development, Analytics, Digital Media, Google Analytics, Social Media, New Media, Advertising, Facebook, Strategy, Marketing
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
MBA, Marketing, Digital Marketing.
Netflix August 2015 - Present
We Are Social December 2014 - Present
We Are Social September 2013 - Present
One Green Bean June 2013 - September 2013
Pollen Digital September 2012 - June 2013
Naked Communications October 2011 - September 2012
MEC June 2010 - October 2011
Wellington Management December 2007 - December 2008
Crunchtime Training Studios August 2005 - August 2007
Skills
Digital Marketing, Social Media Marketing, Marketing Strategy, Creative Strategy, Ideas Development, Analytics, Digital Media, Google Analytics, Social Media, New Media, Advertising, Facebook, Strategy, Marketing
Education
Northeastern University - Graduate School of Business Administration 2007 — 2009
MBA, Marketing, Digital Marketing.
Samuel Zack's Wellington Management Experience July 2007 - December 2007
Job Director, US Marketing Transformers and Sports Action (Nerf, Super Soaker & Rebelle) at Hasbro
Industry Consumer Goods
Experience
Hasbro July 2015 - Present
Hasbro December 2014 - July 2015
Hasbro January 2014 - December 2014
Hasbro March 2013 - January 2014
Hasbro May 2012 - March 2013
Hasbro April 2011 - May 2012
Hasbro January 2010 - April 2011
Hasbro November 2008 - January 2010
Wellington Management July 2007 - December 2007
BNY Mellon December 2004 - August 2006
Skills
Cross-functional Team..., Consumer Products, Analytics, Brand Management, Leadership, Project Management, Marketing, Entrepreneurship, Competitive Analysis, Customer Insight, Market Research, Microsoft Office, Marketing Management, Marketing Strategy, Social Media
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
MBA
Isenberg School of Management, UMass Amherst 1999 — 2004
BS, HTM
Hasbro July 2015 - Present
Hasbro December 2014 - July 2015
Hasbro January 2014 - December 2014
Hasbro March 2013 - January 2014
Hasbro May 2012 - March 2013
Hasbro April 2011 - May 2012
Hasbro January 2010 - April 2011
Hasbro November 2008 - January 2010
Wellington Management July 2007 - December 2007
BNY Mellon December 2004 - August 2006
Skills
Cross-functional Team..., Consumer Products, Analytics, Brand Management, Leadership, Project Management, Marketing, Entrepreneurship, Competitive Analysis, Customer Insight, Market Research, Microsoft Office, Marketing Management, Marketing Strategy, Social Media
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
MBA
Isenberg School of Management, UMass Amherst 1999 — 2004
BS, HTM
Bob Hrabchak's Wellington Management Experience July 2004 - March 2006
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Venus Capital Management March 2006 - June 2009
Wellington Management July 2004 - March 2006
UBS Investment Bank June 2001 - June 2004
Credit Suisse Asset Management June 1997 - May 2001
Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Harvard University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1977 — 1981
Citigroup July 2009 - Present
Venus Capital Management March 2006 - June 2009
Wellington Management July 2004 - March 2006
UBS Investment Bank June 2001 - June 2004
Credit Suisse Asset Management June 1997 - May 2001
Skills
Business Strategy, Marketing Strategy, Politics, Alternative Investments, Capital Markets, Portfolio Management, Microsoft Excel, New Business Development, International Relations, Fixed Income, Hedge Funds, Policy Analysis, Equities, Research, Business Development, Public Speaking, Investments, Sustainable Development, International..., Strategic Planning, International Security, Foreign Policy, Teaching, Change Management, Management, Microsoft Office
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance
Harvard University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1977 — 1981
Jason Kirby, CPA's Wellington Management Experience September 2010 - Present
Job Compliance Analyst at Wellington Management
Industry Accounting
Experience
Wellington Management September 2010 - Present
Old Mutual Asset Management February 2009 - October 2010
KPMG Audit September 2005 - November 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Internal Audit, GAAP, CPA, Hedge Funds, Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
M.S, Accounting
Stonehill College 2001 — 2005
B.S., Accounting
Wellington Management September 2010 - Present
Old Mutual Asset Management February 2009 - October 2010
KPMG Audit September 2005 - November 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, US GAAP, Internal Audit, GAAP, CPA, Hedge Funds, Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
M.S, Accounting
Stonehill College 2001 — 2005
B.S., Accounting
Adelino Gomes's Wellington Management Experience December 2012 - July 2013
Job Compliance Associate at Advent International
Industry Financial Services
Experience
Advent International July 2013 - Present
Wellington Management December 2012 - July 2013
Leader Bank February 2011 - December 2012
Leader Bank July 2010 - February 2011
U.S. Bank Corporate Trust Services November 2009 - May 2010
Wayside Wealth Management September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Financial literacy, Account Reconciliation, Loans, General Ledger, Financial Analysis, Asset Managment, Risk Management, Microsoft Excel, Banking, Microsoft Word, Business Development, Research, Microsoft Office, Analysis, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Investments
Harvard Extension School 2012 — 2012
Accounting and Finance
Ohio Wesleyan University 2005 — 2009
BA, Economics, Spanish
Northeastern University
Advent International July 2013 - Present
Wellington Management December 2012 - July 2013
Leader Bank February 2011 - December 2012
Leader Bank July 2010 - February 2011
U.S. Bank Corporate Trust Services November 2009 - May 2010
Wayside Wealth Management September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Financial literacy, Account Reconciliation, Loans, General Ledger, Financial Analysis, Asset Managment, Risk Management, Microsoft Excel, Banking, Microsoft Word, Business Development, Research, Microsoft Office, Analysis, Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance, Investments
Harvard Extension School 2012 — 2012
Accounting and Finance
Ohio Wesleyan University 2005 — 2009
BA, Economics, Spanish
Northeastern University
Julie Coote's Wellington Management Experience May 1996 - March 1999
Job Head of Human Resources at Geode Capital Management, LLC, SPHR, MBA
Industry Investment Management
Experience
Geode Capital Management, LLC March 1999 - Present
Wellington Management May 1996 - March 1999
Skills
Equities, Financial Services, Asset Management, Succession Planning, Hedge Funds, Talent Management, Fixed Income, Investments, Talent Acquisition, Portfolio Management, Mutual Funds, Onboarding, Deferred Compensation, Vendor Management, Performance Management, Organizational Design, Employee Relations, Trading, Employee Engagement, Human Resources
Education
Northeastern University
BA, Marketing and Finance
Northeastern University - Graduate School of Business Administration
Masters of Business Administration
Geode Capital Management, LLC March 1999 - Present
Wellington Management May 1996 - March 1999
Skills
Equities, Financial Services, Asset Management, Succession Planning, Hedge Funds, Talent Management, Fixed Income, Investments, Talent Acquisition, Portfolio Management, Mutual Funds, Onboarding, Deferred Compensation, Vendor Management, Performance Management, Organizational Design, Employee Relations, Trading, Employee Engagement, Human Resources
Education
Northeastern University
BA, Marketing and Finance
Northeastern University - Graduate School of Business Administration
Masters of Business Administration
Richard Hadayia's Wellington Management Experience January 2005 - May 2010
Job Investment Compliance, SSgA
Industry Investment Management
Experience
SSgA May 2015 - Present
Charles River Development July 2012 - May 2015
Charles River Development August 2010 - October 2012
Wellington Management January 2005 - May 2010
Bank of America December 2000 - January 2005
Putnam Investments August 1999 - November 2000
Skills
Equities, Fixed Income, Derivatives, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA/MSF, Finance
University of Massachusetts Boston 1995 — 1999
BS, Finance
SSgA May 2015 - Present
Charles River Development July 2012 - May 2015
Charles River Development August 2010 - October 2012
Wellington Management January 2005 - May 2010
Bank of America December 2000 - January 2005
Putnam Investments August 1999 - November 2000
Skills
Equities, Fixed Income, Derivatives, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA/MSF, Finance
University of Massachusetts Boston 1995 — 1999
BS, Finance
Matt Dormer's Wellington Management Experience 2005 - 2006
Job Managing Director at Laidlaw & Company UK Ltd.
Industry Investment Banking
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Timothy Brothers's Wellington Management Experience February 2011 - Present
Job Data Analyst
Industry Financial Services
Experience
Wellington Management February 2011 - Present
Mighty Mom, LLC September 2014 - Present
Boston Sailing Center May 2005 - December 2010
Basso Capital September 2006 - October 2008
Susquehanna International Group September 2000 - September 2006
Skills
Hedge Funds, Trading, Equities, Fixed Income, Options, Bloomberg, ETFs, Excel
Education
Drexel University - LeBow College of Business 1997 — 2002
BS, International Business, Economics
Wellington Management February 2011 - Present
Mighty Mom, LLC September 2014 - Present
Boston Sailing Center May 2005 - December 2010
Basso Capital September 2006 - October 2008
Susquehanna International Group September 2000 - September 2006
Skills
Hedge Funds, Trading, Equities, Fixed Income, Options, Bloomberg, ETFs, Excel
Education
Drexel University - LeBow College of Business 1997 — 2002
BS, International Business, Economics
Andy Donohue's Wellington Management Experience June 2005 - January 2008
Job Vice President, Instutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Pyramis Global Advisors January 2009 - January 2012
State Street Global Advisors January 2008 - December 2008
Wellington Management June 2005 - January 2008
International Client Service January 2005 - June 2005
Deutsche Bank August 2001 - July 2003
State Street Bank and Trust August 2000 - August 2001
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, MBA
Union College 1996 — 2000
BA, Economics and Modern Languages
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Pyramis Global Advisors January 2009 - January 2012
State Street Global Advisors January 2008 - December 2008
Wellington Management June 2005 - January 2008
International Client Service January 2005 - June 2005
Deutsche Bank August 2001 - July 2003
State Street Bank and Trust August 2000 - August 2001
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, MBA
Union College 1996 — 2000
BA, Economics and Modern Languages
Vik Murthy's Wellington Management Experience June 2000 - July 2006
Job Managing Member, Kaveri Capital Partners
Industry Investment Management
Experience
Kaveri Capital Partners January 2008 - Present
Wellington Management June 2000 - July 2006
The Walt Disney Company May 1996 - August 1998
Booz Allen Hamilton June 1994 - May 1996
Skills
Strategy, Management, Strategic Planning, Business Strategy, Financial Modeling, Start-ups, Investments, Equities, Portfolio Management, Leadership, Management Consulting, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Duke University 1992 — 1994
BA, Economics
Kaveri Capital Partners January 2008 - Present
Wellington Management June 2000 - July 2006
The Walt Disney Company May 1996 - August 1998
Booz Allen Hamilton June 1994 - May 1996
Skills
Strategy, Management, Strategic Planning, Business Strategy, Financial Modeling, Start-ups, Investments, Equities, Portfolio Management, Leadership, Management Consulting, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Duke University 1992 — 1994
BA, Economics
Dipti Sharma's Wellington Management Experience October 2014 - Present
Job Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
Wellington Management December 2013 - June 2014
Accenture July 2009 - July 2012
netCustomer India Pvt Ltd Noida July 2008 - June 2009
Skills
SQL, Oracle, PL/SQL, Java Enterprise Edition, Java, Core Java, Servlets, Struts, JSP, Microsoft SQL Server, Web Services, Weblogic, Spring, Hibernate, Requirements Analysis, UML, Business Analysis
Education
Northeastern University 2012 — 2014
Master of Business Administration (full-time MBA candidate), Business Administration and Management, General
Greater Noida Institute of Technology 2005 — 2008
Masters of Computer Applications (MCA), Computer Science
Delhi University 2001 — 2004
Bachelor of Arts (B.A.), Mathematics, Philosophy
Wellington Management October 2014 - Present
Wellington Management December 2013 - June 2014
Accenture July 2009 - July 2012
netCustomer India Pvt Ltd Noida July 2008 - June 2009
Skills
SQL, Oracle, PL/SQL, Java Enterprise Edition, Java, Core Java, Servlets, Struts, JSP, Microsoft SQL Server, Web Services, Weblogic, Spring, Hibernate, Requirements Analysis, UML, Business Analysis
Education
Northeastern University 2012 — 2014
Master of Business Administration (full-time MBA candidate), Business Administration and Management, General
Greater Noida Institute of Technology 2005 — 2008
Masters of Computer Applications (MCA), Computer Science
Delhi University 2001 — 2004
Bachelor of Arts (B.A.), Mathematics, Philosophy
Dana Grusse's Wellington Management Experience June 2005 - March 2006
Job Global Account Manager at AT&T Mobility
Industry Wireless
Experience
AT&T Mobility February 2010 - Present
AT&T Mobility May 2006 - January 2010
Wellington Management June 2005 - March 2006
Skills
SaaS, Salesforce.com, Account Management, Mobile Devices, New Business Development, Wireless, B2B, Telecommunications, Product Management, Solution Selling, Sales Process, Direct Sales, Business Development, Business Strategy, CRM, Call Centers, Channel Partners, Cross-functional Team..., Customer Retention, Customer Satisfaction, Data Center, Go-to-market Strategy, Enterprise Software, Managed Services, Management, Mobile Technology, Pre-sales, Sales Operations, Sales Management, Sales, Professional Services, Sales Presentations, Security, Selling, Start-ups, Vendor Management, Unified Communications, Telephony, Strategic Partnerships, Virtualization, VoIP
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, International Business-Marketing
University of Massachusetts, Amherst 1994 — 1998
BS, Sport Management
AT&T Mobility February 2010 - Present
AT&T Mobility May 2006 - January 2010
Wellington Management June 2005 - March 2006
Skills
SaaS, Salesforce.com, Account Management, Mobile Devices, New Business Development, Wireless, B2B, Telecommunications, Product Management, Solution Selling, Sales Process, Direct Sales, Business Development, Business Strategy, CRM, Call Centers, Channel Partners, Cross-functional Team..., Customer Retention, Customer Satisfaction, Data Center, Go-to-market Strategy, Enterprise Software, Managed Services, Management, Mobile Technology, Pre-sales, Sales Operations, Sales Management, Sales, Professional Services, Sales Presentations, Security, Selling, Start-ups, Vendor Management, Unified Communications, Telephony, Strategic Partnerships, Virtualization, VoIP
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, International Business-Marketing
University of Massachusetts, Amherst 1994 — 1998
BS, Sport Management
Michelle Billadeau's Wellington Management Experience October 2004 - December 2008
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Harvard Pilgrim Health Care June 2011 - August 2015
Homes for Our Troops January 2009 - January 2011
Wellington Management October 2004 - December 2008
Fidelity Investments February 1999 - December 2001
Skills
PowerPoint, Microsoft Excel, Business Travel, Database Admin, Expense Reports, Budget Monitoring, SharePoint, Event Planning, PeopleSoft, Technology, Reuters, Bloomberg Terminal, Business Visas, Third Party Vendor..., Investor Relations, Microsoft Word, RFP, New Hire Orientations, Quality Control, Customer Service, Microsoft Office, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, marketing
State Street August 2015 - Present
Harvard Pilgrim Health Care June 2011 - August 2015
Homes for Our Troops January 2009 - January 2011
Wellington Management October 2004 - December 2008
Fidelity Investments February 1999 - December 2001
Skills
PowerPoint, Microsoft Excel, Business Travel, Database Admin, Expense Reports, Budget Monitoring, SharePoint, Event Planning, PeopleSoft, Technology, Reuters, Bloomberg Terminal, Business Visas, Third Party Vendor..., Investor Relations, Microsoft Word, RFP, New Hire Orientations, Quality Control, Customer Service, Microsoft Office, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, marketing
Carl Fitzpatrick's Wellington Management Experience August 2001 - December 2004
Job Network Administrator at NEI
Industry Information Technology and Services
Experience
NEI March 2012 - Present
NEI December 2004 - Present
Wellington Management August 2001 - December 2004
Zurich Scudder Investments January 2001 - August 2001
Education
Curry College
Bachelors, Information Technology
NEI March 2012 - Present
NEI December 2004 - Present
Wellington Management August 2001 - December 2004
Zurich Scudder Investments January 2001 - August 2001
Education
Curry College
Bachelors, Information Technology
John Coffey's Wellington Management Experience September 2007 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2007 - Present
Education
University of Virginia 1981 — 1985
BS, Commerce
Emory University 1993 — 1995
MBA
Wellington Management September 2007 - Present
Education
University of Virginia 1981 — 1985
BS, Commerce
Emory University 1993 — 1995
MBA
Brad Couture's Wellington Management Experience December 2013 - Present
Job Analyst Americas Pension Funds at Wellington Management
Industry Investment Management
Experience
Wellington Management December 2013 - Present
Wellington Management July 2013 - December 2013
Wellington Management June 2012 - June 2013
Liberty Mutual Insurance February 2010 - August 2011
GDS International February 2009 - December 2009
Nahigian Strategies June 2008 - February 2009
Skills
Investments, Institutional..., Bloomberg, Derivatives, Asset Reconciliation, Client Service, Reporting & Analysis, Data Analysis, Microsoft Excel, Project Management, Community Outreach, Marketing, Research, Sales, Institutional Sales, Sales Operations, New Business Development, Insurance, Healthcare, Marketing Strategy
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Gettysburg College 2004 — 2008
Bachelor of Arts, Management
Wellington Management December 2013 - Present
Wellington Management July 2013 - December 2013
Wellington Management June 2012 - June 2013
Liberty Mutual Insurance February 2010 - August 2011
GDS International February 2009 - December 2009
Nahigian Strategies June 2008 - February 2009
Skills
Investments, Institutional..., Bloomberg, Derivatives, Asset Reconciliation, Client Service, Reporting & Analysis, Data Analysis, Microsoft Excel, Project Management, Community Outreach, Marketing, Research, Sales, Institutional Sales, Sales Operations, New Business Development, Insurance, Healthcare, Marketing Strategy
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Gettysburg College 2004 — 2008
Bachelor of Arts, Management
John Aughavin's Wellington Management Experience August 2012 - June 2014
Job Manager Partner Services at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group June 2014 - Present
Wellington Management August 2012 - June 2014
Wellington Management April 2010 - August 2012
Wellington Management March 2008 - April 2010
Loomis, Sayles & Company September 2006 - March 2008
Skills
Financial Modeling, Bloomberg, Asset Managment, Financial Analysis, Valuation, Investments, Corporate Finance, Financial Reporting, Asset Management, Analysis, Finance
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MSF/MBA, Finance
Northeastern University 2001 — 2006
BS, Accounting, Finance & Economics
The Boston Consulting Group June 2014 - Present
Wellington Management August 2012 - June 2014
Wellington Management April 2010 - August 2012
Wellington Management March 2008 - April 2010
Loomis, Sayles & Company September 2006 - March 2008
Skills
Financial Modeling, Bloomberg, Asset Managment, Financial Analysis, Valuation, Investments, Corporate Finance, Financial Reporting, Asset Management, Analysis, Finance
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MSF/MBA, Finance
Northeastern University 2001 — 2006
BS, Accounting, Finance & Economics
Dan Herlihy's Wellington Management Experience 2000 - 2002
Job Director Business Development, MCV Hospitals at VCU Health System
Industry Hospital & Health Care
Experience
VCU Health System February 2012 - Present
VCU Health System July 2006 - April 2013
Federal Reserve Bank of Richmond 2003 - 2005
Wellington Management 2000 - 2002
Skills
Hospitals, Healthcare, Healthcare Management, Healthcare Consulting, Data Analysis, Healthcare Information..., Physician Relations
Education
Virginia Commonwealth University 2004 — 2007
Masters, Health Administration
Dartmouth College 1996 — 2000
BA, Economics
VCU Health System February 2012 - Present
VCU Health System July 2006 - April 2013
Federal Reserve Bank of Richmond 2003 - 2005
Wellington Management 2000 - 2002
Skills
Hospitals, Healthcare, Healthcare Management, Healthcare Consulting, Data Analysis, Healthcare Information..., Physician Relations
Education
Virginia Commonwealth University 2004 — 2007
Masters, Health Administration
Dartmouth College 1996 — 2000
BA, Economics
Nicholas Leichtman's Wellington Management Experience May 2014 - Present
Job Product Management Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
Wellington Management June 2012 - June 2013
Wediko Children's Services, Inc. November 2009 - August 2011
Merrill Lynch September 2008 - November 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Analysis, Leadership, Valuation Modeling, Bloomberg, Fixed Income, Investment Research, Alternative Investments, Product Management, Team Building, Asset Management, Finance, Quantitative Analytics, Statistics, Economics, Problem Solving, SPSS, Performance Analysis, Communication, Client Presentation, Organization, Research, Financial Statement..., Data Analysis, VBA, Investments, Equities
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA/MSF, Finance
University of Massachusetts Boston 2005 — 2009
BS, Business Management, Finance
Wellington Management May 2014 - Present
Wellington Management June 2012 - June 2013
Wediko Children's Services, Inc. November 2009 - August 2011
Merrill Lynch September 2008 - November 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Analysis, Leadership, Valuation Modeling, Bloomberg, Fixed Income, Investment Research, Alternative Investments, Product Management, Team Building, Asset Management, Finance, Quantitative Analytics, Statistics, Economics, Problem Solving, SPSS, Performance Analysis, Communication, Client Presentation, Organization, Research, Financial Statement..., Data Analysis, VBA, Investments, Equities
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA/MSF, Finance
University of Massachusetts Boston 2005 — 2009
BS, Business Management, Finance
Christine Levitt's Wellington Management Experience 1975 - 1978
Job Internship and Drexel Graduate Student
Industry Libraries
Experience
Mondor-Eagen Library, Anna Maria College August 2015 - Present
Drexel University College of Computing and Informatics September 2014 - Present
Iris Sullivan, M.D. P.C. 2008 - March 2014
Hubbardston, MA 1988 - 2008
UMass Medical School 2000 - 2000
Dept. of Preventive and Behavioral Medicine, UMass Medical School 1988 - 1990
Harvard University 1983 - 1986
University of Washington 1981 - 1982
University of Washington 1980 - 1981
Wellington Management 1975 - 1978
Skills
Data Entry, Customer Service, Microsoft Office, Microsoft Word, Transcription Services, Editing, Library, Medical Transcription, Filing, Microsoft Excel, Library Research, Foreign Languages, Scientific Writing, Higher Education, Transcription, Bilingualism, Library cataloging...
Education
Drexel University 2014 — 2016
Master's Degree, Library and Information Science
Salem State College 1986 — 1988
Bachelor of Arts (B.A.), summa cum laude, Sociology
Mount Ida College
Associate of Arts (A.A.), Library Technical Service
Mondor-Eagen Library, Anna Maria College August 2015 - Present
Drexel University College of Computing and Informatics September 2014 - Present
Iris Sullivan, M.D. P.C. 2008 - March 2014
Hubbardston, MA 1988 - 2008
UMass Medical School 2000 - 2000
Dept. of Preventive and Behavioral Medicine, UMass Medical School 1988 - 1990
Harvard University 1983 - 1986
University of Washington 1981 - 1982
University of Washington 1980 - 1981
Wellington Management 1975 - 1978
Skills
Data Entry, Customer Service, Microsoft Office, Microsoft Word, Transcription Services, Editing, Library, Medical Transcription, Filing, Microsoft Excel, Library Research, Foreign Languages, Scientific Writing, Higher Education, Transcription, Bilingualism, Library cataloging...
Education
Drexel University 2014 — 2016
Master's Degree, Library and Information Science
Salem State College 1986 — 1988
Bachelor of Arts (B.A.), summa cum laude, Sociology
Mount Ida College
Associate of Arts (A.A.), Library Technical Service
Justin Pelletier's Wellington Management Experience September 2010 - June 2014
Job Valuation Analyst Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Jordan Mangan's Wellington Management Experience 2004 - 2007
Job Senior Client Service Associate at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management March 2007 - Present
Wellington Management 2004 - 2007
Skills
Equities, Capital Markets
Education
Denison University 1996 — 2000
BA, Communication and Political Science
Acadian Asset Management March 2007 - Present
Wellington Management 2004 - 2007
Skills
Equities, Capital Markets
Education
Denison University 1996 — 2000
BA, Communication and Political Science
Robert Vincent's Wellington Management Experience May 2015 - Present
Job Wellington Management, Trust Administration Analyst
Industry Financial Services
Experience
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Andrew Waine, CFA's Wellington Management Experience April 2013 - Present
Job Investment Director at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
Jennifer Sneath, CFA's Wellington Management Experience 2006 - Present
Job Vice President and Associate Director, Fixed Income at Wellington Management
Industry Investment Management
Experience
Wellington Management 2006 - Present
Greenwich Associates 2003 - 2006
Wellington Management 1995 - 2002
PaineWebber 1994 - 1995
Smith Barney June 1993 - August 1993
Martin Marietta 1989 - 1992
Education
Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Wellington Management 2006 - Present
Greenwich Associates 2003 - 2006
Wellington Management 1995 - 2002
PaineWebber 1994 - 1995
Smith Barney June 1993 - August 1993
Martin Marietta 1989 - 1992
Education
Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Nandan R.'s Wellington Management Experience April 2014 - December 2014
Job Sr. Database Engineer
Industry Information Technology and Services
Experience
TD January 2015 - Present
Cygnus Professionals Inc. December 2010 - Present
Wellington Management April 2014 - December 2014
TD February 2011 - April 2014
Skills
PL/SQL, Datastage 8.1, SDLC, SQL, Databases, Oracle, Unix Shell Scripting, Agile Methodologies, Toad, Microsoft SQL Server, Physical Data Modeling, Relational Data Modeling, Visio, Java Enterprise Edition, Performance Tuning, Quality Center, Data Warehousing, ETL, Shell Scripting, XML
Education
Dharmsinh Desai Institute of Technology
Bachelor of Engineering (BE)
IPCL
TD January 2015 - Present
Cygnus Professionals Inc. December 2010 - Present
Wellington Management April 2014 - December 2014
TD February 2011 - April 2014
Skills
PL/SQL, Datastage 8.1, SDLC, SQL, Databases, Oracle, Unix Shell Scripting, Agile Methodologies, Toad, Microsoft SQL Server, Physical Data Modeling, Relational Data Modeling, Visio, Java Enterprise Edition, Performance Tuning, Quality Center, Data Warehousing, ETL, Shell Scripting, XML
Education
Dharmsinh Desai Institute of Technology
Bachelor of Engineering (BE)
IPCL
Valerie Shey's Wellington Management Experience April 2013 - Present
Job Director, Fixed Income Product Management at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2013 - Present
Wellington Management 2010 - March 2013
Wellington Management October 2001 - 2009
Barra RogersCasey 1998 - 2000
Skills
Chartered Financial...
Education
Cornell University - Johnson Graduate School of Management
Masters of Business Administration
McGill University
Bachelor of Commerce (B.Com.)
Wellington Management April 2013 - Present
Wellington Management 2010 - March 2013
Wellington Management October 2001 - 2009
Barra RogersCasey 1998 - 2000
Skills
Chartered Financial...
Education
Cornell University - Johnson Graduate School of Management
Masters of Business Administration
McGill University
Bachelor of Commerce (B.Com.)
James Adelsheim, CFA's Wellington Management Experience March 2015 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management March 2013 - February 2015
Wellington Management September 2000 - February 2013
ABN AMRO Bank N.V. April 1997 - August 2000
Mellon Bank May 1986 - March 1997
Education
Emory University - Goizueta Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Wellington Management March 2015 - Present
Wellington Management March 2013 - February 2015
Wellington Management September 2000 - February 2013
ABN AMRO Bank N.V. April 1997 - August 2000
Mellon Bank May 1986 - March 1997
Education
Emory University - Goizueta Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC