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
Charles 'Riggs' Raymond Charles 'Riggs' Raymond's Wellington Management Experience June 2013 - December 2013
Job Assurance Intern at EY
Industry Accounting
Experience
EY January 2015 - Present
Wellington Management June 2013 - December 2013
Congress Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Finance, Leadership, Teamwork, Accounts Receivable, Asset Management, Financial Reporting, Microsoft Word, Financial Analysis, Facebook, Instagram, Chinese culture, International Business
Education
Northeastern University 2012 — 2015
Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Fairfield University 2011 — 2012
Accounting
Thayer Academy 2008 — 2011
Diploma
EY January 2015 - Present
Wellington Management June 2013 - December 2013
Congress Wealth Management June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Finance, Leadership, Teamwork, Accounts Receivable, Asset Management, Financial Reporting, Microsoft Word, Financial Analysis, Facebook, Instagram, Chinese culture, International Business
Education
Northeastern University 2012 — 2015
Accounting and Finance
The Chinese University of Hong Kong 2014 — 2014
Fairfield University 2011 — 2012
Accounting
Thayer Academy 2008 — 2011
Diploma
Brooke Sweeney Brooke Sweeney's Wellington Management Experience June 2008 - October 2008
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Sharp Mary Birch Hospital For Women and Newborns May 2015 - Present
Sharp Mary Birch May 2014 - Present
National University June 2011 - March 2014
Wellington Management June 2008 - October 2008
State Street September 2005 - May 2007
Investors Bank and Trust Company September 2005 - May 2007
DunkinBrands May 2005 - August 2005
Blue Buffalo September 2003 - May 2004
Education
National University 2012 — 2014
BSN, Nursing Education
Fairfield University 2001 — 2005
BA, Economics
Thayer Academy
University of Vermont
Sharp Mary Birch Hospital For Women and Newborns May 2015 - Present
Sharp Mary Birch May 2014 - Present
National University June 2011 - March 2014
Wellington Management June 2008 - October 2008
State Street September 2005 - May 2007
Investors Bank and Trust Company September 2005 - May 2007
DunkinBrands May 2005 - August 2005
Blue Buffalo September 2003 - May 2004
Education
National University 2012 — 2014
BSN, Nursing Education
Fairfield University 2001 — 2005
BA, Economics
Thayer Academy
University of Vermont
Kimberly Moses Kimberly Moses's Wellington Management Experience May 1997 - July 2000
Job Administrative Assistant, Actuarial & Analytic Services at Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts November 2014 - Present
Blue Cross Blue Shield of Massachusetts July 2009 - November 2014
BJ's Wholesale Club November 2009 - August 2010
Veritude September 2008 - July 2009
UBS Securities LLC January 2005 - May 2008
Combined Jewish Philanthropies September 2003 - November 2004
Edens & Avant September 2002 - June 2003
State Street Research & Management Company July 2000 - September 2002
Wellington Management May 1997 - July 2000
Volt January 1997 - May 1997
Skills
Training, Recruiting, Event Planning, Management, PowerPoint, Budgets, Customer Service, Project Management, Marketing, Software Documentation, Administrative..., Microsoft Office, Sales, Analysis, Outlook, Access, Project Planning, Insurance, Time Management, Data Analysis, Team Building, Process Improvement, Microsoft Word, Research, Editing, Program Management, Leadership, Human Resources, Databases, Employee Relations, Vendor Management, Fundraising
Education
Fisher College 1997 — 2000
Associates, Independent Business Study
Blue Cross Blue Shield of Massachusetts November 2014 - Present
Blue Cross Blue Shield of Massachusetts July 2009 - November 2014
BJ's Wholesale Club November 2009 - August 2010
Veritude September 2008 - July 2009
UBS Securities LLC January 2005 - May 2008
Combined Jewish Philanthropies September 2003 - November 2004
Edens & Avant September 2002 - June 2003
State Street Research & Management Company July 2000 - September 2002
Wellington Management May 1997 - July 2000
Volt January 1997 - May 1997
Skills
Training, Recruiting, Event Planning, Management, PowerPoint, Budgets, Customer Service, Project Management, Marketing, Software Documentation, Administrative..., Microsoft Office, Sales, Analysis, Outlook, Access, Project Planning, Insurance, Time Management, Data Analysis, Team Building, Process Improvement, Microsoft Word, Research, Editing, Program Management, Leadership, Human Resources, Databases, Employee Relations, Vendor Management, Fundraising
Education
Fisher College 1997 — 2000
Associates, Independent Business Study
Gene Tremblay's Wellington Management Experience 1969 - 2003
Job RETIRED at Home
Industry Investment Management
Experience
GT Photography 2003 - Present
Wellington Management 1969 - 2003
Skills
Investments,...
Education
Harvard Business School 1967 — 1969
MBA
N.J. Institute of Technology 1961 — 1964
BSEE, Electrical Engineering
GT Photography 2003 - Present
Wellington Management 1969 - 2003
Skills
Investments,...
Education
Harvard Business School 1967 — 1969
MBA
N.J. Institute of Technology 1961 — 1964
BSEE, Electrical Engineering
Mihir Shah Mihir Shah's Wellington Management Experience July 2014 - Present
Job Associate, Fixed Income Quant at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Quantitative and Computational Finance program, Georgia Institute of Technology January 2014 - May 2014
Georgia Institute of Technology August 2013 - December 2013
Libreum Capital Management June 2013 - August 2013
TresVista Financial Services February 2012 - April 2012
University of Mumbai January 2011 - June 2011
Skills
C++, Matlab, Python, Java, Stochastic Calculus, Computational Finance, Machine Learning, Quantitative Finance, Algorithms, Trading Strategies, Embedded Systems, Programming, Monte Carlo Simulation, C, Valuation, R, SQL, Data Analysis, Fixed Income, Derivatives
Education
Georgia Institute of Technology 2012 — 2014
Master of Science (MS), Quantitative and Computational Finance, 3.7/4.0
Dwarkadas J. Sanghvi College of Engineering, University of Mumbai 2008 — 2012
Bachelor of Engineering, Electronics & Telecommunication, 3.8/4.0
K.C. College, Mumbai 2006 — 2008
Palm Beach School 1993 — 2006
ICSE
Wellington Management July 2014 - Present
Quantitative and Computational Finance program, Georgia Institute of Technology January 2014 - May 2014
Georgia Institute of Technology August 2013 - December 2013
Libreum Capital Management June 2013 - August 2013
TresVista Financial Services February 2012 - April 2012
University of Mumbai January 2011 - June 2011
Skills
C++, Matlab, Python, Java, Stochastic Calculus, Computational Finance, Machine Learning, Quantitative Finance, Algorithms, Trading Strategies, Embedded Systems, Programming, Monte Carlo Simulation, C, Valuation, R, SQL, Data Analysis, Fixed Income, Derivatives
Education
Georgia Institute of Technology 2012 — 2014
Master of Science (MS), Quantitative and Computational Finance, 3.7/4.0
Dwarkadas J. Sanghvi College of Engineering, University of Mumbai 2008 — 2012
Bachelor of Engineering, Electronics & Telecommunication, 3.8/4.0
K.C. College, Mumbai 2006 — 2008
Palm Beach School 1993 — 2006
ICSE
Ranajoy Ray, MBA's Wellington Management Experience August 2013 - September 2013
Job Hedge Fund Accounting Specialist at JPMorgan Chase
Industry Financial Services
Experience
Wellington Management August 2013 - September 2013
Blue Cross & Blue Shield of Rhode Island July 2012 - December 2012
Seahorse Ship Agencies Pvt Ltd October 2009 - January 2011
Seahorse Ship Agencies Pvt Ltd October 2008 - September 2009
RADVISION June 2006 - December 2006
Skills
Market Research, Marketing Research, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Access, Business Analysis, Marketing Strategy, Business Development, Project Management, Marketing Communications, Analysis, Team Leadership, Business Strategy, Financial Analysis, Data Analysis, Microsoft Word, Blueprint, Accounting, Finance, Lotus Notes, SharePoint, SPSS, Time Management, Financial Modeling, Hedge Funds, Hedge Fund Accounting, Hedge Accounting, Financial Accounting, Geneva, Outlook Express, Account Reconciliation
Education
Harrisburg University of Science and Technology 2014 — 2016
Master's Degree
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Mumbai 2004 — 2007
Bachelor of Commerce (B.Com.)
Wellington Management August 2013 - September 2013
Blue Cross & Blue Shield of Rhode Island July 2012 - December 2012
Seahorse Ship Agencies Pvt Ltd October 2009 - January 2011
Seahorse Ship Agencies Pvt Ltd October 2008 - September 2009
RADVISION June 2006 - December 2006
Skills
Market Research, Marketing Research, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Access, Business Analysis, Marketing Strategy, Business Development, Project Management, Marketing Communications, Analysis, Team Leadership, Business Strategy, Financial Analysis, Data Analysis, Microsoft Word, Blueprint, Accounting, Finance, Lotus Notes, SharePoint, SPSS, Time Management, Financial Modeling, Hedge Funds, Hedge Fund Accounting, Hedge Accounting, Financial Accounting, Geneva, Outlook Express, Account Reconciliation
Education
Harrisburg University of Science and Technology 2014 — 2016
Master's Degree
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Mumbai 2004 — 2007
Bachelor of Commerce (B.Com.)
Lauren Specht's Wellington Management Experience January 2012 - May 2013
Job Training Coordinator Corporate HR at American Tower
Industry Financial Services
Experience
American Tower June 2013 - Present
Wellington Management January 2012 - May 2013
Skills
Employee Benefits, Access, Microsoft Excel, PowerPoint, Outlook, System Administration, SPSS, Invoicing, PeopleSoft, Data Analysis, Human Resources, Talent Management, HRIS, Data Entry
Education
Hamilton College 2007 — 2011
BA, Psychology, Sociology
American Tower June 2013 - Present
Wellington Management January 2012 - May 2013
Skills
Employee Benefits, Access, Microsoft Excel, PowerPoint, Outlook, System Administration, SPSS, Invoicing, PeopleSoft, Data Analysis, Human Resources, Talent Management, HRIS, Data Entry
Education
Hamilton College 2007 — 2011
BA, Psychology, Sociology
Jessica Eidson Tsang Jessica Eidson Tsang's Wellington Management Experience August 2012 - August 2014
Job Masters Candidate at the Fletcher School of Law and Diplomacy
Industry International Affairs
Experience
Human Rights Watch May 2015 - July 2015
Wellington Management August 2012 - August 2014
EF Education First December 2009 - November 2011
Presse Bookstore: Global Media and More November 2008 - June 2009
Georgetown University June 2005 - August 2008
Accelerate Brain Cancer Cure June 2007 - August 2007
U.S. Department of State June 2006 - August 2006
Ayuda June 2003 - August 2003
Eidson and Bonello June 2002 - August 2002
Skills
Spanish, Research, Fundraising, International..., Customer Service, International Education, Russian, Communication Skills, Political Science, Corporate Social..., Policy Analysis, Gender Analysis, Writing, Women's Rights, Human Rights, International Human..., Legal Research, Report Writing, Security Clearance, Meeting Scheduling, Travel Planning, Problem Solving, Multitasking Skills, Teamwork, Microsoft Excel, Reuters, Adobe Acrobat, Microsoft Office, Outlook, PowerPoint, Sales, Microsoft Word, Windows
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master of Arts in Law and Diplomacy, Human Security and Public International Law
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), International Relations and Affairs
The Maret School 1995 — 2004
High School Diploma
Международный Университет в Москве (МУМ) / International University in Moscow (IUM)
Human Rights Watch May 2015 - July 2015
Wellington Management August 2012 - August 2014
EF Education First December 2009 - November 2011
Presse Bookstore: Global Media and More November 2008 - June 2009
Georgetown University June 2005 - August 2008
Accelerate Brain Cancer Cure June 2007 - August 2007
U.S. Department of State June 2006 - August 2006
Ayuda June 2003 - August 2003
Eidson and Bonello June 2002 - August 2002
Skills
Spanish, Research, Fundraising, International..., Customer Service, International Education, Russian, Communication Skills, Political Science, Corporate Social..., Policy Analysis, Gender Analysis, Writing, Women's Rights, Human Rights, International Human..., Legal Research, Report Writing, Security Clearance, Meeting Scheduling, Travel Planning, Problem Solving, Multitasking Skills, Teamwork, Microsoft Excel, Reuters, Adobe Acrobat, Microsoft Office, Outlook, PowerPoint, Sales, Microsoft Word, Windows
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master of Arts in Law and Diplomacy, Human Security and Public International Law
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), International Relations and Affairs
The Maret School 1995 — 2004
High School Diploma
Международный Университет в Москве (МУМ) / International University in Moscow (IUM)
Jackie Kegarise Huber's Wellington Management Experience August 2010 - November 2010
Job Asset Manager at CPI Management
Industry Real Estate
Experience
CPI Management November 2010 - Present
Wellington Management August 2010 - November 2010
PATLive August 2006 - August 2010
Skills
Operations Management, Business Strategy, Team Management, Asset Management, Training, Human Resources, Marketing, Real Estate, Investments, Financial Analysis, Financial Reporting, Budgets, Portfolio Management, Vendor Management, Contract Negotiation, Team Building, Customer Service, Telecommunications, Microsoft Office, Outlook
Education
Florida State University
Bachelor of Science (BS), 3.8
CPI Management November 2010 - Present
Wellington Management August 2010 - November 2010
PATLive August 2006 - August 2010
Skills
Operations Management, Business Strategy, Team Management, Asset Management, Training, Human Resources, Marketing, Real Estate, Investments, Financial Analysis, Financial Reporting, Budgets, Portfolio Management, Vendor Management, Contract Negotiation, Team Building, Customer Service, Telecommunications, Microsoft Office, Outlook
Education
Florida State University
Bachelor of Science (BS), 3.8
David Yazel's Wellington Management Experience March 1995 - December 2008
Job at Convexity Capital Management, LP
Industry Computer Software
Experience
Convexity Capital Management, LP January 2010 - Present
Yazel Consulting, Inc January 2009 - May 2010
Convexity Capital 2009 - 2009
Wellington Management March 1995 - December 2008
Thompson Financial Services January 1992 - February 1995
JEOL January 1988 - November 1989
Marketmax September 1984 - June 1988
Skills
Agile Methodologies, Swing, Java Enterprise Edition, Java, Business Analysis, Trading, Fixed Income, Software Development, Testing, Spring, Ant, Software Design, Apache, Requirements Analysis, Distributed Systems, Maven, Portfolio Management, Trading Systems, Web Services
Education
Gordon College 1984 — 1988
B.S., Mathematics, Computer Science, Philosphy
massabesic 1980 — 1983
Convexity Capital Management, LP January 2010 - Present
Yazel Consulting, Inc January 2009 - May 2010
Convexity Capital 2009 - 2009
Wellington Management March 1995 - December 2008
Thompson Financial Services January 1992 - February 1995
JEOL January 1988 - November 1989
Marketmax September 1984 - June 1988
Skills
Agile Methodologies, Swing, Java Enterprise Edition, Java, Business Analysis, Trading, Fixed Income, Software Development, Testing, Spring, Ant, Software Design, Apache, Requirements Analysis, Distributed Systems, Maven, Portfolio Management, Trading Systems, Web Services
Education
Gordon College 1984 — 1988
B.S., Mathematics, Computer Science, Philosphy
massabesic 1980 — 1983
Caroline Schoening Caroline Schoening's Wellington Management Experience July 2008 - December 2008
Job Senior Media Planner at Hill Holliday
Industry Marketing and Advertising
Experience
Hill Holliday April 2015 - Present
Hill Holliday May 2014 - April 2015
Carat USA January 2013 - May 2014
Carat July 2011 - January 2013
Carat July 2010 - December 2010
Wellington Management July 2008 - December 2008
Titleist January 2006 - June 2006
TangoPix May 2005 - September 2005
Skills
Digital Marketing, Digital Media, Integrated Marketing, Social Media Marketing, DoubleClick, Media Planning, Social Media, Online Advertising, Google Analytics, Digital Strategy, comScore, Advertising, Media Buying, Facebook, Google Adwords, Marketing Communications, Mobile Marketing, Omniture, Analytics, Social Media Measurement, Content Strategy, Brand Development
Education
Northeastern University 2006 — 2011
BS, Business Administration: Marketing and Finance
Grenoble Ecole de Management 2009 — 2009
Marketing and Globalization
Hill Holliday April 2015 - Present
Hill Holliday May 2014 - April 2015
Carat USA January 2013 - May 2014
Carat July 2011 - January 2013
Carat July 2010 - December 2010
Wellington Management July 2008 - December 2008
Titleist January 2006 - June 2006
TangoPix May 2005 - September 2005
Skills
Digital Marketing, Digital Media, Integrated Marketing, Social Media Marketing, DoubleClick, Media Planning, Social Media, Online Advertising, Google Analytics, Digital Strategy, comScore, Advertising, Media Buying, Facebook, Google Adwords, Marketing Communications, Mobile Marketing, Omniture, Analytics, Social Media Measurement, Content Strategy, Brand Development
Education
Northeastern University 2006 — 2011
BS, Business Administration: Marketing and Finance
Grenoble Ecole de Management 2009 — 2009
Marketing and Globalization
Marco Bitran Marco Bitran's Wellington Management Experience August 2003 - June 2006
Job Founder at AI Exchange, Inc.
Industry Information Technology and Services
Experience
AI Exchange February 2011 - March 2015
ClearStream Investments, LLC June 2006 - May 2011
Wellington Management August 2003 - June 2006
Morgan Stanley 1998 - 2001
Digital Entertainment Media 1998 - 1998
Qualcomm 1996 - 1998
Skills
Entrepreneurship, Start-ups, Real Estate Development, Competitive Analysis, Leadership, Investments, Management Consulting, Portfolio Management, Venture Capital, Investment Banking, Management, Corporate Finance, Equity Research, Business Strategy, Financial Modeling
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
Brookline High School 1989 — 1993
AI Exchange February 2011 - March 2015
ClearStream Investments, LLC June 2006 - May 2011
Wellington Management August 2003 - June 2006
Morgan Stanley 1998 - 2001
Digital Entertainment Media 1998 - 1998
Qualcomm 1996 - 1998
Skills
Entrepreneurship, Start-ups, Real Estate Development, Competitive Analysis, Leadership, Investments, Management Consulting, Portfolio Management, Venture Capital, Investment Banking, Management, Corporate Finance, Equity Research, Business Strategy, Financial Modeling
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
Brookline High School 1989 — 1993
D. Matthew Hallisey's Wellington Management Experience June 2004 - August 2004
Job Investment Banker at Barclays
Industry Investment Banking
Experience
Barclays May 2010 - Present
Promontory Financial Group November 2006 - May 2010
Wellington Management June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Fixed Income, Corporate Finance, Investments, Due Diligence, Financial Analysis, Financial Services, Alternative Investments, Financial Institutions, Bloomberg, Financial Risk
Education
Georgetown University 2001 — 2005
Bachelor of Science, Finance and International Business
Phillips Exeter Academy 1997 — 2001
Barclays May 2010 - Present
Promontory Financial Group November 2006 - May 2010
Wellington Management June 2004 - August 2004
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Fixed Income, Corporate Finance, Investments, Due Diligence, Financial Analysis, Financial Services, Alternative Investments, Financial Institutions, Bloomberg, Financial Risk
Education
Georgetown University 2001 — 2005
Bachelor of Science, Finance and International Business
Phillips Exeter Academy 1997 — 2001
Garrett Adie Garrett Adie's Wellington Management Experience November 1993 - Present
Job Chief Operating Officer, Wellington Trust Company, NA
Industry Investment Management
Experience
Wellington Management November 1993 - Present
Coopers & Lybrand June 1992 - October 1993
United States Navy June 1984 - July 1990
JP Morgan July 1982 - May 1984
Education
Harvard Business School 1990 — 1992
MBA
Fordham University 1978 — 1982
B.S., Business Administration
Wellington Management November 1993 - Present
Coopers & Lybrand June 1992 - October 1993
United States Navy June 1984 - July 1990
JP Morgan July 1982 - May 1984
Education
Harvard Business School 1990 — 1992
MBA
Fordham University 1978 — 1982
B.S., Business Administration
Bader Almulla Bader Almulla's Wellington Management Experience January 2014 - July 2014
Job Equity Research Associate at Wafra Investment Advisory Group
Industry Financial Services
Experience
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Wafra Investment Advisory Group September 2015 - Present
Wafra Investment Advisory Group October 2014 - June 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Ahli United Bank June 2012 - August 2012
Tooks Chambers Law Firm March 2009 - August 2009
Skills
Emerging Markets, Fixed Income Analysis, Investments, Operational Risk, Economics, Financial Reporting, Leadership
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Finance / Emerging Markets
Fundação Getúlio Vargas 2013 — 2013
Summer Study Abroad, Emerging Markets / Field Research.
Leysin American School 2007 — 2010
International Baccalaureate Certification / High School Diploma
Edward Creedon, CFA, CAIA Edward Creedon, CFA, CAIA's Wellington Management Experience 2000 - 2004
Job Director of Private Investments at University of Illinois Foundation
Industry Investment Management
Experience
University of Illinois Foundation February 2014 - Present
Maine Public Employees Retirement System 2008 - January 2014
Maine Public Employees Retirement System 2008 - September 2011
Constellation Energy 2006 - 2007
Wellington Management 2000 - 2004
Skills
Private Equity, Real Estate Investment, Pension Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset, Real Estate, Pensions, Infrastructure, Manager Selection, Investments, Capital Markets, Economics, Equities, Investment Management, Portfolio Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, International Business
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2005
MBA, International Studies Program
Harvard University 1996 — 2000
Bachelors, Economics & German
Phillips Exeter Academy 1994 — 1996
High School, Classical Diploma
University of Illinois Foundation February 2014 - Present
Maine Public Employees Retirement System 2008 - January 2014
Maine Public Employees Retirement System 2008 - September 2011
Constellation Energy 2006 - 2007
Wellington Management 2000 - 2004
Skills
Private Equity, Real Estate Investment, Pension Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset, Real Estate, Pensions, Infrastructure, Manager Selection, Investments, Capital Markets, Economics, Equities, Investment Management, Portfolio Management
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, International Business
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2005
MBA, International Studies Program
Harvard University 1996 — 2000
Bachelors, Economics & German
Phillips Exeter Academy 1994 — 1996
High School, Classical Diploma
Luke Casassa Luke Casassa's Wellington Management Experience July 2015 - Present
Job Regulatory Compliance Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Georgetown University Department of Economics January 2013 - May 2015
Fidelity Investments June 2014 - August 2014
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Boston College High School 2007 — 2011
Wellington Management July 2015 - Present
Georgetown University Department of Economics January 2013 - May 2015
Fidelity Investments June 2014 - August 2014
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Boston College High School 2007 — 2011
Alan Boyer's Wellington Management Experience August 1995 - December 1998
Job Senior Financial and Accounting Consultant
Industry Accounting
Experience
Accounting Management Solutions September 2005 - Present
Alan Boyer CPA Consulting 1999 - 2004
Wellington Management August 1995 - December 1998
Digital Equipment Corporation May 1987 - July 1995
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Account Reconciliation, Finance, Financial Modeling, Revenue Recognition
Education
Northeastern University - Graduate School of Professional Accounting
Harvard University
Economics
Accounting Management Solutions September 2005 - Present
Alan Boyer CPA Consulting 1999 - 2004
Wellington Management August 1995 - December 1998
Digital Equipment Corporation May 1987 - July 1995
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Account Reconciliation, Finance, Financial Modeling, Revenue Recognition
Education
Northeastern University - Graduate School of Professional Accounting
Harvard University
Economics
Daniel Ennis's Wellington Management Experience March 2008 - November 2011
Job Data Center Facility Engineer
Industry Information Technology and Services
Experience
Computershare June 2015 - Present
Citizens Bank September 2012 - May 2015
Self Employed Independent Contractor November 2011 - October 2012
EMC April 2012 - July 2012
Wellington Management March 2008 - November 2011
John Hancock September 2007 - March 2008
One Communications February 2006 - September 2007
Conversent Communications 2003 - February 2006
Conversent Communications November 2001 - 2003
Network Plus January 2001 - November 2001
Skills
Data Center, Cisco Technologies, Project Management, Servers, Troubleshooting, Disaster Recovery, VPN, Telecommunications, Routers, Routing, Networking, TCP/IP, ITIL, DCIM, Risk Management, policy, Documentation
Education
Framingham State University 1994 — 1997
Bachelor of Arts, English Major / Communications Minor
Computershare June 2015 - Present
Citizens Bank September 2012 - May 2015
Self Employed Independent Contractor November 2011 - October 2012
EMC April 2012 - July 2012
Wellington Management March 2008 - November 2011
John Hancock September 2007 - March 2008
One Communications February 2006 - September 2007
Conversent Communications 2003 - February 2006
Conversent Communications November 2001 - 2003
Network Plus January 2001 - November 2001
Skills
Data Center, Cisco Technologies, Project Management, Servers, Troubleshooting, Disaster Recovery, VPN, Telecommunications, Routers, Routing, Networking, TCP/IP, ITIL, DCIM, Risk Management, policy, Documentation
Education
Framingham State University 1994 — 1997
Bachelor of Arts, English Major / Communications Minor
Chris Quartararo Chris Quartararo's Wellington Management Experience June 2005 - December 2005
Job Client Advisor at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Deutsche Bank November 2009 - June 2013
MetLife August 2009 - October 2009
John Hancock Financial Services November 2007 - June 2009
Deutsche Bank June 2006 - May 2007
Wellington Management June 2005 - December 2005
Merrill Lynch June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Investments, Hedge Funds, Portfolio Management, Trading, Options, Wealth Management, Banking, ETFs, Insurance, Equity Trading, Financial Advisory, Sales, Series 7, Bloomberg, Securities, Bloomberg Terminal, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting & Taxation
Northeastern University 2002 — 2007
Bachelor's Degree, Finance & Insurance, Marketing
Somers high school 1998 — 2002
Deutsche Bank June 2013 - Present
Deutsche Bank November 2009 - June 2013
MetLife August 2009 - October 2009
John Hancock Financial Services November 2007 - June 2009
Deutsche Bank June 2006 - May 2007
Wellington Management June 2005 - December 2005
Merrill Lynch June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Investments, Hedge Funds, Portfolio Management, Trading, Options, Wealth Management, Banking, ETFs, Insurance, Equity Trading, Financial Advisory, Sales, Series 7, Bloomberg, Securities, Bloomberg Terminal, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting & Taxation
Northeastern University 2002 — 2007
Bachelor's Degree, Finance & Insurance, Marketing
Somers high school 1998 — 2002
Todd Needham, CFA Todd Needham, CFA's Wellington Management Experience January 2004 - December 2008
Job Vice President, Client Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles October 2009 - Present
Wellington Management January 2004 - December 2008
Wellington Management January 2000 - December 2003
Skills
Asset Managment, Relationship Management, Fixed Income, Insurance, Finance, Asset Management
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance
Hartwick College 1987 — 1991
BA Economics
Tabor Academy 1983 — 1987
Loomis Sayles October 2009 - Present
Wellington Management January 2004 - December 2008
Wellington Management January 2000 - December 2003
Skills
Asset Managment, Relationship Management, Fixed Income, Insurance, Finance, Asset Management
Education
University of California, Davis - Graduate School of Management 1997 — 1999
MBA, Finance
Hartwick College 1987 — 1991
BA Economics
Tabor Academy 1983 — 1987
Sujit Chakravarthy Sujit Chakravarthy's Wellington Management Experience September 2007 - Present
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2007 - Present
Wellington Management June 2006 - August 2006
Goldman Sachs July 2003 - July 2005
Lazard July 2001 - June 2003
Education
Harvard Business School 2005 — 2007
Masters of Business Administration
University of California, Berkeley 1997 — 2001
Bachelor of Science, Industrial Engineering
Wellington Management September 2007 - Present
Wellington Management June 2006 - August 2006
Goldman Sachs July 2003 - July 2005
Lazard July 2001 - June 2003
Education
Harvard Business School 2005 — 2007
Masters of Business Administration
University of California, Berkeley 1997 — 2001
Bachelor of Science, Industrial Engineering
Helen Rombalski Helen Rombalski's Wellington Management Experience August 2013 - Present
Job Administrative Assistant at Wellington Management
Industry Program Development
Experience
Wellington Management August 2013 - Present
Rostro de Cristo 2004 - June 2013
Fitworks August 2002 - June 2008
Marywood University August 1994 - April 1997
Skills
Fundraising
Education
Fairfield University 1992 — 1995
Master's, Community Counseling
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), English / Education
Wellington Management August 2013 - Present
Rostro de Cristo 2004 - June 2013
Fitworks August 2002 - June 2008
Marywood University August 1994 - April 1997
Skills
Fundraising
Education
Fairfield University 1992 — 1995
Master's, Community Counseling
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), English / Education
Linda Petruzzello Linda Petruzzello's Wellington Management Experience 2006 - 2007
Job Owner at Linda Petruzzello, LLC
Industry Accounting
Experience
Linda Petruzzello, LLC February 2011 - Present
BDO USA, LLP January 2008 - February 2011
Wellington Management 2006 - 2007
Ernst & Young 1995 - 2006
Price Waterhouse 1986 - 1995
Skills
Expatriate Tax, Expatriate Management, Immigration Law, Tax Advisory, Income Tax, Human Resources, Vendor Management, Tax, International Tax, HRIS, Succession Planning, Tax Law, Tax Returns
Education
Fairleigh Dickinson University
MBA, Accounting
Linda Petruzzello, LLC February 2011 - Present
BDO USA, LLP January 2008 - February 2011
Wellington Management 2006 - 2007
Ernst & Young 1995 - 2006
Price Waterhouse 1986 - 1995
Skills
Expatriate Tax, Expatriate Management, Immigration Law, Tax Advisory, Income Tax, Human Resources, Vendor Management, Tax, International Tax, HRIS, Succession Planning, Tax Law, Tax Returns
Education
Fairleigh Dickinson University
MBA, Accounting
Anne Mahoney Anne Mahoney's Wellington Management Experience December 2006 - May 2009
Job Vice President at State Street
Industry Financial Services
Experience
State Street October 2009 - Present
Wellington Management December 2006 - May 2009
State Street Corporation May 1993 - December 2006
CSC Consulting July 1986 - May 1993
Pratt & Whitney July 1984 - July 1986
Xerox Corporation June 1983 - May 1984
Education
Fairfield University 1980 — 1984
BS, Mathematics & Computer Science
State Street October 2009 - Present
Wellington Management December 2006 - May 2009
State Street Corporation May 1993 - December 2006
CSC Consulting July 1986 - May 1993
Pratt & Whitney July 1984 - July 1986
Xerox Corporation June 1983 - May 1984
Education
Fairfield University 1980 — 1984
BS, Mathematics & Computer Science
Colleen O'Halloran Colleen O'Halloran's Wellington Management Experience August 2015 - Present
Job Administrative Assistant at Wellington Management
Industry International Affairs
Experience
Wellington Management August 2015 - Present
Indeed.com January 2015 - May 2015
Fairfield University May 2014 - May 2015
Fairfield University May 2014 - May 2015
WWE September 2014 - November 2014
Massachusetts State Senate May 2014 - August 2014
The Harrington Farm October 2009 - August 2014
Fairfield University March 2013 - May 2014
Worcester Jewish Community Center March 2010 - August 2013
Atlas Distributing, Inc. December 2012 - June 2013
Skills
Teamwork, Affiliate Relations, Social Media, Leadership, PowerPoint, Customer Service, Spanish, Microsoft Word, Microsoft Excel, Peer Mediation, Cpr Certified, Social Networking, Food & Beverage, Filezilla, YouTube
Education
Fairfield University 2011 — 2015
Bachelor of Arts (B.A.), International Studies and Spanish
Universidad Antonio de Nebrija 2014 — 2014
Bachelor's Degree, International/Global Studies and Spanish
Wellington Management August 2015 - Present
Indeed.com January 2015 - May 2015
Fairfield University May 2014 - May 2015
Fairfield University May 2014 - May 2015
WWE September 2014 - November 2014
Massachusetts State Senate May 2014 - August 2014
The Harrington Farm October 2009 - August 2014
Fairfield University March 2013 - May 2014
Worcester Jewish Community Center March 2010 - August 2013
Atlas Distributing, Inc. December 2012 - June 2013
Skills
Teamwork, Affiliate Relations, Social Media, Leadership, PowerPoint, Customer Service, Spanish, Microsoft Word, Microsoft Excel, Peer Mediation, Cpr Certified, Social Networking, Food & Beverage, Filezilla, YouTube
Education
Fairfield University 2011 — 2015
Bachelor of Arts (B.A.), International Studies and Spanish
Universidad Antonio de Nebrija 2014 — 2014
Bachelor's Degree, International/Global Studies and Spanish
Maureen Pena Maureen Pena's Wellington Management Experience January 2011 - April 2011
Job Talent Acquisition Consultant
Industry Philanthropy
Experience
WS Development August 2015 - Present
Aspen Leadership Group July 2014 - May 2015
Harvard University August 2013 - June 2014
Harvard University June 2011 - August 2013
Wellington Management January 2011 - April 2011
The Pena Network August 2007 - April 2011
Brown Brothers Harriman April 2010 - December 2010
Benson and Miller August 2009 - September 2009
Keystone Associates November 2008 - June 2009
Prestonwood Associates October 2007 - July 2008
Skills
Recruiting, Human Resources, Executive Search, Career Counseling, Temporary Placement, Business Development, Networking, Personnel Management, Talent Acquisition, Talent Management, Onboarding, Employee Relations, Resume Writing, College Recruiting, Interviews, Career Development, Technical Recruiting, HR Consulting, Applicant Tracking..., Consulting, Hiring, Management, Leadership
Education
Harvard University 2012 — 2013
University of Massachusetts, Amherst 1979 — 1983
BS
Harvard University Extension School
Holyoke High School
McMahon
WS Development August 2015 - Present
Aspen Leadership Group July 2014 - May 2015
Harvard University August 2013 - June 2014
Harvard University June 2011 - August 2013
Wellington Management January 2011 - April 2011
The Pena Network August 2007 - April 2011
Brown Brothers Harriman April 2010 - December 2010
Benson and Miller August 2009 - September 2009
Keystone Associates November 2008 - June 2009
Prestonwood Associates October 2007 - July 2008
Skills
Recruiting, Human Resources, Executive Search, Career Counseling, Temporary Placement, Business Development, Networking, Personnel Management, Talent Acquisition, Talent Management, Onboarding, Employee Relations, Resume Writing, College Recruiting, Interviews, Career Development, Technical Recruiting, HR Consulting, Applicant Tracking..., Consulting, Hiring, Management, Leadership
Education
Harvard University 2012 — 2013
University of Massachusetts, Amherst 1979 — 1983
BS
Harvard University Extension School
Holyoke High School
McMahon
Gaurav Supe Gaurav Supe's Wellington Management Experience October 2012 - Present
Job Network Engineer at Wellington Management
Industry Telecommunications
Experience
Wellington Management October 2012 - Present
Cisco Systems January 2012 - October 2012
OTS-CEHD (GMU) June 2011 - January 2012
OTS (CEHD) -George Mason University January 2010 - June 2011
Skills
OSPF, BGP, EIGRP, TCP/IP, VLAN, STP, VTP, Cisco IOS, Cisco Nexus, HSRP, MPLS, Wireshark, Infoblox, DHCP, DNS, Firewalls, MPLS VPN, Cisco Routing &..., Wireless, CCNA, RIP, Linux, ICMP, ARP, LDP, NAT, ACLS, IP Multicast, Windows, SQL, Network Administration, Visio, TCL, IXIA, Agilent, GNS3, iTest, Test Automation, Switching, Cisco Routers, Niksun, HP Network Node Manager, NetMRI, WAN Optimisation, IPSec, QoS
Education
George Mason University 2009 — 2011
Masters, Computer Networks and Telecommunication
Fr. C. Rodrigues Institute of Technology, University of Mumbai. 2005 — 2009
Bachelors, Electronics and Telecommunications
Wellington Management October 2012 - Present
Cisco Systems January 2012 - October 2012
OTS-CEHD (GMU) June 2011 - January 2012
OTS (CEHD) -George Mason University January 2010 - June 2011
Skills
OSPF, BGP, EIGRP, TCP/IP, VLAN, STP, VTP, Cisco IOS, Cisco Nexus, HSRP, MPLS, Wireshark, Infoblox, DHCP, DNS, Firewalls, MPLS VPN, Cisco Routing &..., Wireless, CCNA, RIP, Linux, ICMP, ARP, LDP, NAT, ACLS, IP Multicast, Windows, SQL, Network Administration, Visio, TCL, IXIA, Agilent, GNS3, iTest, Test Automation, Switching, Cisco Routers, Niksun, HP Network Node Manager, NetMRI, WAN Optimisation, IPSec, QoS
Education
George Mason University 2009 — 2011
Masters, Computer Networks and Telecommunication
Fr. C. Rodrigues Institute of Technology, University of Mumbai. 2005 — 2009
Bachelors, Electronics and Telecommunications
Jennifer Schrader Jennifer Schrader's Wellington Management Experience November 2013 - Present
Job Administrative Assistant at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2013 - Present
JetBlue Airways December 2012 - October 2013
JetBlue Airways September 2011 - November 2012
JetBlue Airways August 2009 - September 2011
Winged Keel Group September 2008 - June 2009
MTVNetworks January 2008 - May 2008
Skills
Leadership, Analysis, Budgets, Management, Financial Analysis, Forecasting, Process Improvement, Research, Strategy, Training
Education
Fordham University 2005 — 2009
GBA Bachelor of Science, Business Administration; Finance
Wellington Management November 2013 - Present
JetBlue Airways December 2012 - October 2013
JetBlue Airways September 2011 - November 2012
JetBlue Airways August 2009 - September 2011
Winged Keel Group September 2008 - June 2009
MTVNetworks January 2008 - May 2008
Skills
Leadership, Analysis, Budgets, Management, Financial Analysis, Forecasting, Process Improvement, Research, Strategy, Training
Education
Fordham University 2005 — 2009
GBA Bachelor of Science, Business Administration; Finance
Tina Sun Tina Sun's Wellington Management Experience June 2011 - August 2011
Job Internet Equity Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Wellington Management June 2011 - August 2011
Skills
Valuation, Equity Research, Financial Modeling, PowerPoint, Corporate Finance, Financial Analysis, Equities, Capital Markets, Excel, Due Diligence, Microsoft Excel, Investment Banking
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance & Accounting
HEC Paris 2011 — 2011
Finance, Management, French
Acton Boxborough Regional High School 2005 — 2009
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Wellington Management June 2011 - August 2011
Skills
Valuation, Equity Research, Financial Modeling, PowerPoint, Corporate Finance, Financial Analysis, Equities, Capital Markets, Excel, Due Diligence, Microsoft Excel, Investment Banking
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance & Accounting
HEC Paris 2011 — 2011
Finance, Management, French
Acton Boxborough Regional High School 2005 — 2009
James Joslin's Wellington Management Experience 1968 - 1972
Job Chairman, CEO & CCO at TFC Financial Management
Industry Investment Management
Experience
TFC Financial Management 1995 - Present
Jennison Associates 1974 - 1979
Wellington Management 1968 - 1972
Education
Harvard College 1953 — 1957
AB, Government & Economics
Edina High School, MN 1951 — 1953
TFC Financial Management 1995 - Present
Jennison Associates 1974 - 1979
Wellington Management 1968 - 1972
Education
Harvard College 1953 — 1957
AB, Government & Economics
Edina High School, MN 1951 — 1953
Kevin Barley Kevin Barley's Wellington Management Experience May 1997 - July 2007
Job Senior Business Systems Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Patricia Hudson's Wellington Management Experience 2007 - 2008
Job Managing Director, Head of Investment Communications at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management August 2012 - Present
BNY Mellon Asset Management 2010 - Present
Bridgewater Associates 2009 - 2010
Wellington Management 2007 - 2008
State Street Global Advisors 2004 - 2007
Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets
Education
Harvard University
A.B., European History and German
UC Berkeley
East European Studies
Universität Hamburg / University of Hamburg
DAAD Fellow
BNY Mellon Investment Management August 2012 - Present
BNY Mellon Asset Management 2010 - Present
Bridgewater Associates 2009 - 2010
Wellington Management 2007 - 2008
State Street Global Advisors 2004 - 2007
Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets
Education
Harvard University
A.B., European History and German
UC Berkeley
East European Studies
Universität Hamburg / University of Hamburg
DAAD Fellow
Sherry Schmidt Sherry Schmidt's Wellington Management Experience 1981 - 1986
Job Office Manager at Planned Strategies, Inc.
Industry Financial Services
Experience
Planned Strategies, Inc. September 2008 - Present
Preparedness, LLC 2005 - Present
Mavens & Moguls 2004 - 2005
Investment Trust of Boston 1988 - 1991
International Heritage Corporation 1986 - 1988
Wellington Management 1981 - 1986
Skills
Marketing
Education
Fisher College
Planned Strategies, Inc. September 2008 - Present
Preparedness, LLC 2005 - Present
Mavens & Moguls 2004 - 2005
Investment Trust of Boston 1988 - 1991
International Heritage Corporation 1986 - 1988
Wellington Management 1981 - 1986
Skills
Marketing
Education
Fisher College
John Steinberg John Steinberg's Wellington Management Experience September 1997 - March 2014
Job VP, Marketing Manager, at Wellington Management
Industry Investment Management
Experience
Wellington Management September 1997 - March 2014
Scudder Investor Services 1994 - 1997
US Affinity Investments 1993 - 1994
Rushmore Mutual Funds 1988 - 1992
Calvert Group 1982 - 1988
First National Bank of Maryland 1979 - 1982
Skills
Mutual Funds, Product Development, Investment Management, Investments, Equities, Asset Allocation, Market Analysis, Marketing, Fixed Annuities, Alternative Investments, Marketing Strategy, Defined Contribution, Financial Services, Asset Management, Fixed Income, 401k, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 1980 — 1983
Master of Administrative Science, Management
Gettysburg College 1975 — 1979
BA, Economics
Wellington Management September 1997 - March 2014
Scudder Investor Services 1994 - 1997
US Affinity Investments 1993 - 1994
Rushmore Mutual Funds 1988 - 1992
Calvert Group 1982 - 1988
First National Bank of Maryland 1979 - 1982
Skills
Mutual Funds, Product Development, Investment Management, Investments, Equities, Asset Allocation, Market Analysis, Marketing, Fixed Annuities, Alternative Investments, Marketing Strategy, Defined Contribution, Financial Services, Asset Management, Fixed Income, 401k, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 1980 — 1983
Master of Administrative Science, Management
Gettysburg College 1975 — 1979
BA, Economics
Serrano Legrand Serrano Legrand's Wellington Management Experience January 2008 - June 2008
Job Mathematics Educator at Achievement First
Industry Education Management
Experience
Achievement First July 2013 - Present
Teach for America January 2011 - May 2013
Orr Associates, Inc. May 2010 - August 2010
Management Leadership for Tomorrow 2009 - 2010
Management Leadership for Tomorrow 2009 - 2010
Dunkin' Brands September 2009 - December 2009
Washington Area Community Investment Fund June 2009 - August 2009
Wellington Management January 2008 - June 2008
Legg Mason 2008 - 2008
JP Morgan Chase June 2007 - August 2007
Skills
Fundraising, Spanish, Non-profits, Event Planning, Financial Analysis, Market Research, Proposal Writing, Public Speaking, Research, Strategic Planning, Financial Modeling, Event Management, Marketing, Curriculum Development, Nonprofits, Grant Writing, Community Outreach, Social Media, Data Analysis, Public Relations, Leadership
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts in Teaching Secondary Mathematics, Secondary Education and Teaching- Mathematics, 7th Grade
Georgia State University 2011 — 2013
Master of Arts, Teaching
Northeastern University 2006 — 2011
BSBA, Finance, Social Entrepreneurship, Sociology
Institute for Responsible Citizenship 2009 — 2010
Achievement First July 2013 - Present
Teach for America January 2011 - May 2013
Orr Associates, Inc. May 2010 - August 2010
Management Leadership for Tomorrow 2009 - 2010
Management Leadership for Tomorrow 2009 - 2010
Dunkin' Brands September 2009 - December 2009
Washington Area Community Investment Fund June 2009 - August 2009
Wellington Management January 2008 - June 2008
Legg Mason 2008 - 2008
JP Morgan Chase June 2007 - August 2007
Skills
Fundraising, Spanish, Non-profits, Event Planning, Financial Analysis, Market Research, Proposal Writing, Public Speaking, Research, Strategic Planning, Financial Modeling, Event Management, Marketing, Curriculum Development, Nonprofits, Grant Writing, Community Outreach, Social Media, Data Analysis, Public Relations, Leadership
Education
Relay Graduate School of Education 2013 — 2015
Master of Arts in Teaching Secondary Mathematics, Secondary Education and Teaching- Mathematics, 7th Grade
Georgia State University 2011 — 2013
Master of Arts, Teaching
Northeastern University 2006 — 2011
BSBA, Finance, Social Entrepreneurship, Sociology
Institute for Responsible Citizenship 2009 — 2010
Ken Baumgartner, CFA's Wellington Management Experience November 2006 - Present
Job Investment Director Asset Allocation at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2006 - Present
First Marblehead September 2004 - June 2006
Goldman Sachs August 2002 - May 2004
National Hockey League 1988 - 2000
Skills
Alternative Investments, Investment Management, Asset Management, Equities, Commodities, Fixed Income, Asset Allocation
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Hostra University
Bachelor's Degree, Banking & Finance major, Magna cum laude
Wellington Management November 2006 - Present
First Marblehead September 2004 - June 2006
Goldman Sachs August 2002 - May 2004
National Hockey League 1988 - 2000
Skills
Alternative Investments, Investment Management, Asset Management, Equities, Commodities, Fixed Income, Asset Allocation
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Hostra University
Bachelor's Degree, Banking & Finance major, Magna cum laude
Sarah Flora's Wellington Management Experience November 2013 - February 2014
Job Marketing and Community Relations Coordinator
Industry Public Relations and Communications
Experience
Catholic Charities Disabilities Services June 2015 - Present
Freelance Graphic Designer & Photographer January 2012 - May 2015
Harvard Business Publishing February 2014 - October 2014
Wellington Management November 2013 - February 2014
Faith Christian Academy & Faith Assembly January 2011 - December 2013
Skills
Advertising, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, Media Planning, Email Marketing, Marketing, Social Media, Direct Mail, Creative Direction, Copywriting, InDesign, Adobe Creative Suite, Brand Management, Management, Public Relations, Photography, Merchandising, Graphic Design, Brochures, Newsletters, Social Networking, Internal Communications, Event Planning
Education
Gordon College 2005 — 2008
Bachelor of Arts (BA), Communications
Catholic Charities Disabilities Services June 2015 - Present
Freelance Graphic Designer & Photographer January 2012 - May 2015
Harvard Business Publishing February 2014 - October 2014
Wellington Management November 2013 - February 2014
Faith Christian Academy & Faith Assembly January 2011 - December 2013
Skills
Advertising, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, Media Planning, Email Marketing, Marketing, Social Media, Direct Mail, Creative Direction, Copywriting, InDesign, Adobe Creative Suite, Brand Management, Management, Public Relations, Photography, Merchandising, Graphic Design, Brochures, Newsletters, Social Networking, Internal Communications, Event Planning
Education
Gordon College 2005 — 2008
Bachelor of Arts (BA), Communications
Patrick Kahl Patrick Kahl's Wellington Management Experience September 2015 - Present
Job Relocation Accounting Analyst at Cartus
Industry Marketing and Advertising
Experience
Wellington Management September 2015 - Present
Cartus May 2014 - Present
Mindshare June 2013 - April 2014
Northwestern Mutual January 2013 - June 2013
Skills
Financial Modeling, Bloomberg, Finance, Financial Analysis, Life Insurance, Series 7, Series 63, Portfolio Management, Investments, Bloomberg Terminal, Valuation, Insurance, Asset Allocation, Economics, Financial Services, Microsoft Office, Microsoft Excel, Data Analysis, Analytics, PowerPoint, PowerPivot, Cognos, Oracle, Customer Service, Leadership, Microsoft Word, Public Speaking, Social Media, Social Networking
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, Management
Pomperaug High School 2005 — 2009
Wellington Management September 2015 - Present
Cartus May 2014 - Present
Mindshare June 2013 - April 2014
Northwestern Mutual January 2013 - June 2013
Skills
Financial Modeling, Bloomberg, Finance, Financial Analysis, Life Insurance, Series 7, Series 63, Portfolio Management, Investments, Bloomberg Terminal, Valuation, Insurance, Asset Allocation, Economics, Financial Services, Microsoft Office, Microsoft Excel, Data Analysis, Analytics, PowerPoint, PowerPivot, Cognos, Oracle, Customer Service, Leadership, Microsoft Word, Public Speaking, Social Media, Social Networking
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, Management
Pomperaug High School 2005 — 2009
Christina Care Christina Care's Wellington Management Experience October 2013 - June 2015
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
Wellington Management October 2013 - June 2015
Goldman Sachs January 2013 - June 2013
Wellington Management January 2012 - June 2012
Office of Governor Deval Patrick September 2011 - December 2011
International Affairs Society Northeastern University April 2011 - December 2011
International Affairs Society Northeastern University December 2010 - April 2011
Strong Women, Strong Girls December 2010 - April 2011
Skills
Languages, Event Planning, International Relations, Foreign Languages, Analytical Skills, Microsoft Excel, Microsoft Word, Leadership
Education
Harvard Law School 2015 — 2018
J.D.
Bridge Abroad 2013 — 2013
Spanish Language
Northeastern University 2010 — 2013
Bachelor of Arts, International Affairs
Accademia Italiana 2011 — 2011
Italian Language
Wellington Management October 2013 - June 2015
Goldman Sachs January 2013 - June 2013
Wellington Management January 2012 - June 2012
Office of Governor Deval Patrick September 2011 - December 2011
International Affairs Society Northeastern University April 2011 - December 2011
International Affairs Society Northeastern University December 2010 - April 2011
Strong Women, Strong Girls December 2010 - April 2011
Skills
Languages, Event Planning, International Relations, Foreign Languages, Analytical Skills, Microsoft Excel, Microsoft Word, Leadership
Education
Harvard Law School 2015 — 2018
J.D.
Bridge Abroad 2013 — 2013
Spanish Language
Northeastern University 2010 — 2013
Bachelor of Arts, International Affairs
Accademia Italiana 2011 — 2011
Italian Language
Jackie(Guoqiang) Jin's Wellington Management Experience April 2015 - Present
Job Technology Associate at Wellington Management
Industry Higher Education
Experience
Wellington Management April 2015 - Present
SAS June 2014 - August 2014
Heart Capital May 2013 - July 2013
Skills
C++, Python, Matlab, R, SAS, Economics, Financial Analysis, Statistics, Access, Mathematics, Machine Learning, Data Analysis, Econometrics, Public Speaking, Mathematical Statistics, Chinese, Risk Management, Statistical Modeling
Education
Georgia Institute of Technology 2013 — 2014
Master of Quantitative and Computational Finance
The Ohio State University 2010 — 2013
Bachelor of Science, Financial Mathematics
The Ohio State University 2010 — 2013
Bachelor of Science, Economics
Wellington Management April 2015 - Present
SAS June 2014 - August 2014
Heart Capital May 2013 - July 2013
Skills
C++, Python, Matlab, R, SAS, Economics, Financial Analysis, Statistics, Access, Mathematics, Machine Learning, Data Analysis, Econometrics, Public Speaking, Mathematical Statistics, Chinese, Risk Management, Statistical Modeling
Education
Georgia Institute of Technology 2013 — 2014
Master of Quantitative and Computational Finance
The Ohio State University 2010 — 2013
Bachelor of Science, Financial Mathematics
The Ohio State University 2010 — 2013
Bachelor of Science, Economics
Michael Attridge's Wellington Management Experience August 2006 - May 2007
Job Principal Financial Software Engineer at MFS Investment Management
Industry Financial Services
Experience
Massachusetts Financial Services (MFS) May 2007 - Present
Wellington Management August 2006 - May 2007
Beacon Application Services January 2000 - May 2007
Children's Hospital Boston March 2006 - June 2006
The Hartford January 2005 - December 2005
Applimation, Inc January 2004 - June 2004
Guest Supply, Inc January 2003 - December 2003
Princeton Softech, Inc January 2001 - January 2003
City of Boston October 2002 - December 2002
OneBeacon Insurance, Inc July 2002 - September 2002
Skills
PeopleTools, PeopleSoft, SQR, Integration, SQL, PeopleCode, SharePoint, Crystal Reports, Unix, Visio, Business Analysis, Oracle, Systems Analysis, Security, ERP, Business Intelligence, Microsoft SQL Server, SDLC, Solaris, Enterprise Architecture
Education
Golden Gate University 1986 — 1989
MBA - matriculating, IT, 4.0
Control Data Institute 1978 — 1979
Certificate, Programming and Operations, A+
University of Massachusetts, Amherst 1971 — 1976
BA, Anthropology
Boston College High School 1967 — 1971
Diploma, College Prep
Massachusetts Financial Services (MFS) May 2007 - Present
Wellington Management August 2006 - May 2007
Beacon Application Services January 2000 - May 2007
Children's Hospital Boston March 2006 - June 2006
The Hartford January 2005 - December 2005
Applimation, Inc January 2004 - June 2004
Guest Supply, Inc January 2003 - December 2003
Princeton Softech, Inc January 2001 - January 2003
City of Boston October 2002 - December 2002
OneBeacon Insurance, Inc July 2002 - September 2002
Skills
PeopleTools, PeopleSoft, SQR, Integration, SQL, PeopleCode, SharePoint, Crystal Reports, Unix, Visio, Business Analysis, Oracle, Systems Analysis, Security, ERP, Business Intelligence, Microsoft SQL Server, SDLC, Solaris, Enterprise Architecture
Education
Golden Gate University 1986 — 1989
MBA - matriculating, IT, 4.0
Control Data Institute 1978 — 1979
Certificate, Programming and Operations, A+
University of Massachusetts, Amherst 1971 — 1976
BA, Anthropology
Boston College High School 1967 — 1971
Diploma, College Prep
Shannon St.Val's Wellington Management Experience June 2007 - August 2007
Job Senior Associate at KPMG US
Industry Financial Services
Experience
KPMG US June 2013 - Present
Financial Industry Regulatory Authority (FINRA) September 2009 - May 2013
GE Capital July 2008 - July 2009
Prudential Real Estate June 2004 - April 2008
Wellington Management June 2007 - August 2007
PwC May 2006 - August 2006
Skills
Financial Analysis, Problem Solving, Financial Accounting, Risk Assessment, Risk Management, Analysis, Finance, Auditing, Investments, Forecasting, Financial Risk, Asset Management, Leadership, Internal Controls, Equities, Management
Education
Florida State University 2004 — 2008
BS, Finance and Real Estate
Florida State University - College of Business 2004 — 2008
BS, Finance and Real Estate
KPMG US June 2013 - Present
Financial Industry Regulatory Authority (FINRA) September 2009 - May 2013
GE Capital July 2008 - July 2009
Prudential Real Estate June 2004 - April 2008
Wellington Management June 2007 - August 2007
PwC May 2006 - August 2006
Skills
Financial Analysis, Problem Solving, Financial Accounting, Risk Assessment, Risk Management, Analysis, Finance, Auditing, Investments, Forecasting, Financial Risk, Asset Management, Leadership, Internal Controls, Equities, Management
Education
Florida State University 2004 — 2008
BS, Finance and Real Estate
Florida State University - College of Business 2004 — 2008
BS, Finance and Real Estate
Matthew Coll Matthew Coll's Wellington Management Experience March 1996 - June 2008
Job Former Partner at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management October 2009 - June 2014
Wellington Management March 1996 - June 2008
CSC Index July 1994 - February 1996
MCI Communications 1988 - 1992
Skills
Asset Allocation, Asset Management, Business Development, Equities, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Product Management, Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Strategic Management
Georgetown University 1985 — 1987
BS, Business Administration
Georgetown Prep
High School diploma
Westfield Capital Management October 2009 - June 2014
Wellington Management March 1996 - June 2008
CSC Index July 1994 - February 1996
MCI Communications 1988 - 1992
Skills
Asset Allocation, Asset Management, Business Development, Equities, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Product Management, Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Strategic Management
Georgetown University 1985 — 1987
BS, Business Administration
Georgetown Prep
High School diploma
Murshid Khan's Wellington Management Experience March 1989 - 1993
Job President & Chief Operating Officer at Real Tek Holdings, LLC
Industry Insurance
Experience
Real Tek Holdings, LLC April 2015 - Present
Stewart Information Services Corp April 2007 - April 2015
The Walt Disney Company 2001 - 2007
ADC Telecommunications 1997 - 2001
Scientific Atlanta (now CISCO) 1995 - 1997
Computervision Corp 1993 - 1995
Wellington Management March 1989 - 1993
Skills
Leadership, Architecture, IT Strategy, Enterprise Architecture, Business Alignment, Information Technology, PMO, Infrastructure, IT Management, Integration, Vendor Management, Disaster Recovery, ITIL, Project Portfolio..., SDLC, Executive Management, Governance, Security, IT Operations, Data Center, IT Transformation, Enterprise Software, IT Service Management, Business Process..., Process Improvement, Requirements Analysis, Program Management, Business Intelligence, Business Analysis, Software Project..., Business Process, Software Development, Change Management, Cloud Computing, Project Management, Cross-functional Team..., PMP, SaaS, Solution Architecture, Data Warehousing, Business Continuity, Networking, Outsourcing, SharePoint, Agile Project Management, Business Process..., Virtualization, System Deployment, Information Security, Visio
Education
Florida Institute of Technology
Electrical Engineering
Real Tek Holdings, LLC April 2015 - Present
Stewart Information Services Corp April 2007 - April 2015
The Walt Disney Company 2001 - 2007
ADC Telecommunications 1997 - 2001
Scientific Atlanta (now CISCO) 1995 - 1997
Computervision Corp 1993 - 1995
Wellington Management March 1989 - 1993
Skills
Leadership, Architecture, IT Strategy, Enterprise Architecture, Business Alignment, Information Technology, PMO, Infrastructure, IT Management, Integration, Vendor Management, Disaster Recovery, ITIL, Project Portfolio..., SDLC, Executive Management, Governance, Security, IT Operations, Data Center, IT Transformation, Enterprise Software, IT Service Management, Business Process..., Process Improvement, Requirements Analysis, Program Management, Business Intelligence, Business Analysis, Software Project..., Business Process, Software Development, Change Management, Cloud Computing, Project Management, Cross-functional Team..., PMP, SaaS, Solution Architecture, Data Warehousing, Business Continuity, Networking, Outsourcing, SharePoint, Agile Project Management, Business Process..., Virtualization, System Deployment, Information Security, Visio
Education
Florida Institute of Technology
Electrical Engineering
Juan C. Espinoza Juan C. Espinoza's Wellington Management Experience May 2001 - July 2009
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
Jignesh Bhanderi's Wellington Management Experience 2012 - Present
Job Sr.Systems Engineer
Industry Financial Services
Experience
Wellington Management 2012 - Present
Cisco 2011 - 2012
ACCENT Marketing 2010 - 2011
United Media 2010 - 2011
Dr Georgina Falu Foundation 2009 - 2010
Gujrat Institute Of Aeronautical & Telecommunication Engineering 2007 - 2007
Education
University of Bridgeport 2007 — 2010
Master's Degree, Electrical and Electronics Engineering, A
Saurashtra University 2003 — 2007
Bachelor's Degree, Telecommunications Engineering, A
Goldey-Beacom College
Master of Business Administration (M.B.A.), Information Technology, A
Wellington Management 2012 - Present
Cisco 2011 - 2012
ACCENT Marketing 2010 - 2011
United Media 2010 - 2011
Dr Georgina Falu Foundation 2009 - 2010
Gujrat Institute Of Aeronautical & Telecommunication Engineering 2007 - 2007
Education
University of Bridgeport 2007 — 2010
Master's Degree, Electrical and Electronics Engineering, A
Saurashtra University 2003 — 2007
Bachelor's Degree, Telecommunications Engineering, A
Goldey-Beacom College
Master of Business Administration (M.B.A.), Information Technology, A
Melissa (Cassie) Gerrity's Wellington Management Experience June 2015 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Brown Brothers Harriman January 2011 - Present
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Hedge Funds, Mutual Funds, Business Analysis, Investments, Private Equity, Capital Markets, Asset Management, Risk Management, Securities, Due Diligence
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.)
Wellington Management June 2015 - Present
Brown Brothers Harriman January 2011 - Present
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Hedge Funds, Mutual Funds, Business Analysis, Investments, Private Equity, Capital Markets, Asset Management, Risk Management, Securities, Due Diligence
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.)
Justine Lynch Justine Lynch's Wellington Management Experience August 2014 - December 2014
Job M.A. American Fine & Decorative Arts Candidate at Sotheby's Institute of Art
Industry Fine Art
Experience
ArtLifting April 2015 - Present
ArtLifting February 2015 - April 2015
Wellington Management August 2014 - December 2014
Christie's January 2014 - January 2014
Davis Gallery September 2013 - January 2014
P.P.O.W. Gallery May 2013 - August 2013
Hobart and William Smith Colleges August 2012 - May 2013
HWS Alumni Office February 2012 - May 2013
Davis Gallery August 2012 - December 2012
Dellbrook Construction June 2012 - August 2012
Education
Sotheby's Institute of Art 2015 — 2016
Master’s Degree, American Fine & Decorative Arts
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Art History Major, Aesthetics Minor.
ArtLifting April 2015 - Present
ArtLifting February 2015 - April 2015
Wellington Management August 2014 - December 2014
Christie's January 2014 - January 2014
Davis Gallery September 2013 - January 2014
P.P.O.W. Gallery May 2013 - August 2013
Hobart and William Smith Colleges August 2012 - May 2013
HWS Alumni Office February 2012 - May 2013
Davis Gallery August 2012 - December 2012
Dellbrook Construction June 2012 - August 2012
Education
Sotheby's Institute of Art 2015 — 2016
Master’s Degree, American Fine & Decorative Arts
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), Art History Major, Aesthetics Minor.
Sonia Benevides's Wellington Management Experience January 2013 - Present
Job AVP at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2013 - Present
Deloitte & Touche October 2009 - January 2013
Deloitte & Touche June 2008 - August 2008
McGladrey & Pullen January 2008 - April 2008
Deloitte & Touche August 2007 - August 2007
KPMG July 2007 - July 2007
Skills
Certified Public..., CPA, Auditing, US GAAP, GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Accounting, External Audit, IFRS, Financial Analysis, Consolidation, Big 4, Financial Audits, Sarbanes-Oxley
Education
Fordham University 2005 — 2009
BS, Accounting
Wellington Management January 2013 - Present
Deloitte & Touche October 2009 - January 2013
Deloitte & Touche June 2008 - August 2008
McGladrey & Pullen January 2008 - April 2008
Deloitte & Touche August 2007 - August 2007
KPMG July 2007 - July 2007
Skills
Certified Public..., CPA, Auditing, US GAAP, GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Accounting, External Audit, IFRS, Financial Analysis, Consolidation, Big 4, Financial Audits, Sarbanes-Oxley
Education
Fordham University 2005 — 2009
BS, Accounting
Ali Evans's Wellington Management Experience January 2012 - January 2012
Job Strategy Associate at Oscar
Industry Financial Services
Experience
Oscar Insurance July 2015 - Present
Bain & Company September 2013 - June 2015
NutraClick June 2013 - August 2013
Harvard Student Agencies October 2010 - January 2013
Bain & Company June 2012 - August 2012
Wellington Management January 2012 - January 2012
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), cum laude
Avondale High School 2005 — 2009
Oscar Insurance July 2015 - Present
Bain & Company September 2013 - June 2015
NutraClick June 2013 - August 2013
Harvard Student Agencies October 2010 - January 2013
Bain & Company June 2012 - August 2012
Wellington Management January 2012 - January 2012
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), cum laude
Avondale High School 2005 — 2009
Philippe Heckly Philippe Heckly's Wellington Management Experience May 2014 - February 2015
Job Senior User Experience Designer at Houghton Mifflin Harcourt
Industry Design
Experience
Houghton Mifflin Harcourt September 2015 - Present
Philippe Heckly: Email, website and infographics designer September 2013 - Present
General Assembly March 2015 - June 2015
Wellington Management May 2014 - February 2015
Intrepid Labs through Startup Institute June 2013 - August 2013
Startup Institute 2013 - 2013
Management Sciences for Health 2007 - 2013
The Boston Company 2001 - 2007
CancerSource 2000 - 2001
StayWell January 2000 - June 2000
Skills
User Experience, User Research, User Interface Design, Information Architecture, Adobe Creative Suite, Graphic Design, Web Design, Illustrator, InDesign, Typography, Photoshop, Graphics, Human Computer..., Web Development, Posters, CSS, html5, CSS3, Photography, Axure RP, Newsletters, jQuery, Javascript, Infographics, Balsamiq, Design thinking, OmniGraffle, Persona, Usability Testing, User Experience Design, Sketching, User Stories, Wireframes, WordPress, HTML5
Education
General Assembly
Startup Institute Boston
Certificate, Design in a startup environment
Massachusetts College of Art and Design
Graphic Design Certificate, Web Page, Digital/Multimedia and Information Resources Design
Massachusetts College of Art 1997 — 2001
Certificate of graphic Design, Graphic Design
Université Panthéon Sorbonne (Paris I)
Master, Sequential photography
Houghton Mifflin Harcourt September 2015 - Present
Philippe Heckly: Email, website and infographics designer September 2013 - Present
General Assembly March 2015 - June 2015
Wellington Management May 2014 - February 2015
Intrepid Labs through Startup Institute June 2013 - August 2013
Startup Institute 2013 - 2013
Management Sciences for Health 2007 - 2013
The Boston Company 2001 - 2007
CancerSource 2000 - 2001
StayWell January 2000 - June 2000
Skills
User Experience, User Research, User Interface Design, Information Architecture, Adobe Creative Suite, Graphic Design, Web Design, Illustrator, InDesign, Typography, Photoshop, Graphics, Human Computer..., Web Development, Posters, CSS, html5, CSS3, Photography, Axure RP, Newsletters, jQuery, Javascript, Infographics, Balsamiq, Design thinking, OmniGraffle, Persona, Usability Testing, User Experience Design, Sketching, User Stories, Wireframes, WordPress, HTML5
Education
General Assembly
Startup Institute Boston
Certificate, Design in a startup environment
Massachusetts College of Art and Design
Graphic Design Certificate, Web Page, Digital/Multimedia and Information Resources Design
Massachusetts College of Art 1997 — 2001
Certificate of graphic Design, Graphic Design
Université Panthéon Sorbonne (Paris I)
Master, Sequential photography
Radha Coutinho Radha Coutinho's Wellington Management Experience January 2013 - Present
Job AVP, Lead Software Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management January 2013 - Present
ACI Worldwide December 2003 - January 2013
PTC July 2001 - December 2003
Tata Infotech June 1998 - July 2001
Broadvision 2000 - 2001
Skills
JMS, Object Oriented Design, Spring, Tomcat, SOA, Java Enterprise Edition, Software Engineering, SOAP, Websphere, Software Development, Solaris, Software Project..., Unix, AJAX, Software Estimation, Architecture, Ant, JUnit, Eclipse, Web Applications, Hibernate, Oracle, Software Design, XML, Linux, Java, Architectures, Enterprise Architecture, Spring Framework
Education
Harvard University 2002 — 2006
Masters, Information Systems and Management
University of Mumbai 1994 — 2000
B.E, Electronics
Wellington Management January 2013 - Present
ACI Worldwide December 2003 - January 2013
PTC July 2001 - December 2003
Tata Infotech June 1998 - July 2001
Broadvision 2000 - 2001
Skills
JMS, Object Oriented Design, Spring, Tomcat, SOA, Java Enterprise Edition, Software Engineering, SOAP, Websphere, Software Development, Solaris, Software Project..., Unix, AJAX, Software Estimation, Architecture, Ant, JUnit, Eclipse, Web Applications, Hibernate, Oracle, Software Design, XML, Linux, Java, Architectures, Enterprise Architecture, Spring Framework
Education
Harvard University 2002 — 2006
Masters, Information Systems and Management
University of Mumbai 1994 — 2000
B.E, Electronics
Ayesha Iqbal Ayesha Iqbal's Wellington Management Experience April 2014 - June 2014
Job Financial Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Wellington Management April 2014 - June 2014
Soliya May 2012 - August 2012
PGA Nationwide tour September 2011 - May 2012
Skills
Leadership, Public Speaking, Community Outreach, Higher Education, Event Planning, Microsoft Excel, Microsoft Word, Fundraising, Nonprofits
Education
Harvard University
Master's degree, Finance
Wofford College 2009 — 2013
BA, Economics
Bard College Globalization and International Affairs 2012 — 2012
Certificate, International Relations/Public Affairs
Danish Institute for Study Abroad 2011 — 2011
European Studies/Civilization
Institute for Professional Development 2011 — 2011
Certificate
Citi June 2015 - Present
Wellington Management April 2014 - June 2014
Soliya May 2012 - August 2012
PGA Nationwide tour September 2011 - May 2012
Skills
Leadership, Public Speaking, Community Outreach, Higher Education, Event Planning, Microsoft Excel, Microsoft Word, Fundraising, Nonprofits
Education
Harvard University
Master's degree, Finance
Wofford College 2009 — 2013
BA, Economics
Bard College Globalization and International Affairs 2012 — 2012
Certificate, International Relations/Public Affairs
Danish Institute for Study Abroad 2011 — 2011
European Studies/Civilization
Institute for Professional Development 2011 — 2011
Certificate
Evaggelia Berry's Wellington Management Experience May 2007 - August 2007
Job Senior Consumer Product Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Ally Financial Inc. November 2011 - May 2013
Bank of America June 2008 - November 2011
Wellington Management May 2007 - August 2007
GlaxoSmithKline January 2007 - April 2007
Pfizer May 2006 - August 2006
Excecutive Office of Governor Bush September 2005 - April 2006
Skills
Financial Analysis, Forecasting, Finance, Credit Risk, Banking, Risk Management, Financial Reporting, Credit Cards, Credit Analysis, Strategic Financial..., Corporate Finance, Financial Accounting, New Business Development, Sales, Analysis, Credit, Leadership, Management, Mergers, Portfolio Management, Project Planning, Strategy
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Bank of America May 2013 - Present
Ally Financial Inc. November 2011 - May 2013
Bank of America June 2008 - November 2011
Wellington Management May 2007 - August 2007
GlaxoSmithKline January 2007 - April 2007
Pfizer May 2006 - August 2006
Excecutive Office of Governor Bush September 2005 - April 2006
Skills
Financial Analysis, Forecasting, Finance, Credit Risk, Banking, Risk Management, Financial Reporting, Credit Cards, Credit Analysis, Strategic Financial..., Corporate Finance, Financial Accounting, New Business Development, Sales, Analysis, Credit, Leadership, Management, Mergers, Portfolio Management, Project Planning, Strategy
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Christopher Fassnacht's Wellington Management Experience December 2012 - January 2013
Job Junior Investment Performance Associate at Cambridge Associates
Industry Higher Education
Experience
Cambridge Associates 2015 - Present
Gettysburg College August 2011 - May 2015
HHR Asset Management June 2014 - August 2014
Northwestern Mutual May 2013 - March 2014
Wellington Management December 2012 - January 2013
B2B Baseball and Softball Academy 2011 - 2012
Ephrata High School 2008 - 2011
Ephrata High School 2008 - 2011
Skills
Economics, Microsoft Office, Finance, Stata, Mathematica, Financial Services, Mathematics
Education
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics, Cumulative GPA: 3.63 Major GPA: 3.62
Ephrata HS 2007 — 2011
Cambridge Associates 2015 - Present
Gettysburg College August 2011 - May 2015
HHR Asset Management June 2014 - August 2014
Northwestern Mutual May 2013 - March 2014
Wellington Management December 2012 - January 2013
B2B Baseball and Softball Academy 2011 - 2012
Ephrata High School 2008 - 2011
Ephrata High School 2008 - 2011
Skills
Economics, Microsoft Office, Finance, Stata, Mathematica, Financial Services, Mathematics
Education
Gettysburg College 2011 — 2015
Bachelor of Science (B.S.), Mathematical Economics, Cumulative GPA: 3.63 Major GPA: 3.62
Ephrata HS 2007 — 2011
Kwasi Afoom-Danso Kwasi Afoom-Danso's Wellington Management Experience March 2011 - November 2011
Job IT Specialist
Industry Information Technology and Services
Experience
McMaster University September 2014 - Present
Humber College 2013 - 2014
Best Doctors February 2012 - October 2013
Wellington Management March 2011 - November 2011
CompuCom October 2009 - October 2010
Micros Retail Systems September 2008 - July 2009
Skills
Integration, Help Desk Support, SharePoint, Windows Server, Active Directory, SQL, Business Analysis, Technical Support, SDLC, Requirements Analysis, MS Project, Management, Technical Writing, Visio, Requirements Gathering, Business Integration, Databases, Project Management, Security
Education
Framingham State College 2009 — 2011
BITM, IT
George Brown College 2001 — 2004
Associate, Computer Networking
Mfanstipim School
McMaster University September 2014 - Present
Humber College 2013 - 2014
Best Doctors February 2012 - October 2013
Wellington Management March 2011 - November 2011
CompuCom October 2009 - October 2010
Micros Retail Systems September 2008 - July 2009
Skills
Integration, Help Desk Support, SharePoint, Windows Server, Active Directory, SQL, Business Analysis, Technical Support, SDLC, Requirements Analysis, MS Project, Management, Technical Writing, Visio, Requirements Gathering, Business Integration, Databases, Project Management, Security
Education
Framingham State College 2009 — 2011
BITM, IT
George Brown College 2001 — 2004
Associate, Computer Networking
Mfanstipim School
Christopher McDowell's Wellington Management Experience July 2006 - July 2007
Job Sr. Manager, Financial Planning & Analysis at Poppin
Industry Internet
Experience
Poppin November 2014 - Present
Yodle September 2013 - October 2014
Yodle October 2011 - September 2013
Houghton Mifflin Harcourt August 2010 - October 2011
Houghton Mifflin Harcourt September 2008 - August 2010
Houghton Mifflin Harcourt July 2007 - September 2008
Wellington Management July 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Mergers, Strategic Planning, Strategic Financial..., Start-ups, Business Development, Leadership, Analytics, Mergers & Acquisitions, Financial Planning, Strategy, Management, Analysis, Strategic Partnerships, Entrepreneurship, Forecasting, Financial Services, Business Strategy, Finance, Investments, Competitive Analysis, Team Leadership
Education
Harvard University 2008 — 2011
MLA, Management, Finance and Control
Northeastern University 2003 — 2007
BS, Economics
Poppin November 2014 - Present
Yodle September 2013 - October 2014
Yodle October 2011 - September 2013
Houghton Mifflin Harcourt August 2010 - October 2011
Houghton Mifflin Harcourt September 2008 - August 2010
Houghton Mifflin Harcourt July 2007 - September 2008
Wellington Management July 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Mergers, Strategic Planning, Strategic Financial..., Start-ups, Business Development, Leadership, Analytics, Mergers & Acquisitions, Financial Planning, Strategy, Management, Analysis, Strategic Partnerships, Entrepreneurship, Forecasting, Financial Services, Business Strategy, Finance, Investments, Competitive Analysis, Team Leadership
Education
Harvard University 2008 — 2011
MLA, Management, Finance and Control
Northeastern University 2003 — 2007
BS, Economics
Julio Velutini-Boulton Julio Velutini-Boulton's Wellington Management Experience June 2012 - January 2013
Job Recent Graduate of Northeastern University
Industry Financial Services
Experience
Bradesco Seguros February 2014 - July 2014
Wellington Management June 2012 - January 2013
Vector Marketing July 2011 - July 2012
H.L. Boulton & Co, S.A. June 2009 - August 2009
Skills
Leadership, Microsoft Excel, Financial Analysis, Valuation, Accounting, Market Research, Finance, Data Analysis, Microsoft Word, PowerPoint, Access, Spanish, Brazilian Portuguese
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Bachelor's of Science in International Business (Finance and Accounting) and a Minor in Portuguese
Fundação Getulio Vargas 2013 — 2014
Expatriate Year studying International Business, International Business
Avon Old Farms School 2007 — 2010
High School
Bradesco Seguros February 2014 - July 2014
Wellington Management June 2012 - January 2013
Vector Marketing July 2011 - July 2012
H.L. Boulton & Co, S.A. June 2009 - August 2009
Skills
Leadership, Microsoft Excel, Financial Analysis, Valuation, Accounting, Market Research, Finance, Data Analysis, Microsoft Word, PowerPoint, Access, Spanish, Brazilian Portuguese
Education
Northeastern University 2010 — 2015
Bachelor’s Degree, Bachelor's of Science in International Business (Finance and Accounting) and a Minor in Portuguese
Fundação Getulio Vargas 2013 — 2014
Expatriate Year studying International Business, International Business
Avon Old Farms School 2007 — 2010
High School
Helen E. Clement, CFA Helen E. Clement, CFA's Wellington Management Experience 2007 - Present
Job Consultant Relations Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management 2007 - Present
Fidelity Investments 2005 - 2007
iPhrase Technologies 2003 - 2005
McKinsey & Company 2001 - 2003
Micromuse June 1999 - October 1999
WorldSpace January 1998 - January 1999
McKinsey & Company 1996 - 1998
Education
Harvard Business School 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oxford 1992 — 1996
Bachelor’s Degree, Philosophy, Politics and Economics
George Heriot's School 1985 — 1991
Wellington Management 2007 - Present
Fidelity Investments 2005 - 2007
iPhrase Technologies 2003 - 2005
McKinsey & Company 2001 - 2003
Micromuse June 1999 - October 1999
WorldSpace January 1998 - January 1999
McKinsey & Company 1996 - 1998
Education
Harvard Business School 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oxford 1992 — 1996
Bachelor’s Degree, Philosophy, Politics and Economics
George Heriot's School 1985 — 1991
William Vahey William Vahey's Wellington Management Experience June 2015 - Present
Job Global Equity Portfolio Management at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Wellington Management June 2015 - Present
Lenox Advisors November 2014 - May 2015
Lenox Advisors June 2013 - October 2014
Northwestern Mutual May 2012 - December 2012
Skills
Financial Analysis, Bloomberg Terminal, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Writing, Valuation, DCF Valuation, Spanish, Securities, Team Leadership, Blogging, Real Estate Investor, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales Finance
Education
CFA Institute – 2015 Level II Candidate in the CFA Program
2015 Level II Candidate in the CMT Program
Fordham University 2009 — 2013
Bachelor of Arts (BA), Economics
Ardsley High School 2005 — 2009
Timothy Keating Timothy Keating's Wellington Management Experience 2015 - Present
Job Operations Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2015 - Present
State Street Global Advisors 2012 - 2014
eSecLending 2010 - 2012
eSecLending 2008 - 2010
eSecLending 2006 - 2008
BBH 2005 - 2005
Skills
Securities Lending, Fixed Income, Collateral Management, Securities, Settlement, Analytics, Autosys, Data Analysis, Systems Analysis, Account Reconciliation, Trading, Derivatives
Education
Haverford College 2000 — 2005
Bachelor of Arts (B.A.), Economics
Wellington Management 2015 - Present
State Street Global Advisors 2012 - 2014
eSecLending 2010 - 2012
eSecLending 2008 - 2010
eSecLending 2006 - 2008
BBH 2005 - 2005
Skills
Securities Lending, Fixed Income, Collateral Management, Securities, Settlement, Analytics, Autosys, Data Analysis, Systems Analysis, Account Reconciliation, Trading, Derivatives
Education
Haverford College 2000 — 2005
Bachelor of Arts (B.A.), Economics
Nitin Chandel's Wellington Management Experience 2011 - 2015
Job Principal Software Engineer at Omgeo
Industry Computer Software
Experience
Omgeo August 2015 - Present
Sapient Global Markets August 2014 - August 2015
Wellington Management 2011 - 2015
Wellington Management 2011 - 2015
Sapient Global Markets July 2007 - July 2014
Staples, Inc. 2007 - 2008
EPL 2005 - 2007
Skills
Java, Spring, Hibernate, XML, Oracle, Weblogic, SQL, Databases, EJB, XSLT, Microsoft SQL Server, Spring Framework, JMS, REST, JPA, Spring MVC, Spring Security, Spring JPA, Spring JDBC, Spring DAO, Spring DI, ActiveMQ, Java Multithreading, C#, Java Enterprise Edition, Agile Methodologies, Tomcat, Struts, JSP, Maven, Requirements Analysis, Web Applications, SOA, Web Services, Perl, Software Development, JSON, Testing, DB2, WebLogic
Education
George Mason University 2002 — 2005
Master’s Degree
Mt Carmel
Omgeo August 2015 - Present
Sapient Global Markets August 2014 - August 2015
Wellington Management 2011 - 2015
Wellington Management 2011 - 2015
Sapient Global Markets July 2007 - July 2014
Staples, Inc. 2007 - 2008
EPL 2005 - 2007
Skills
Java, Spring, Hibernate, XML, Oracle, Weblogic, SQL, Databases, EJB, XSLT, Microsoft SQL Server, Spring Framework, JMS, REST, JPA, Spring MVC, Spring Security, Spring JPA, Spring JDBC, Spring DAO, Spring DI, ActiveMQ, Java Multithreading, C#, Java Enterprise Edition, Agile Methodologies, Tomcat, Struts, JSP, Maven, Requirements Analysis, Web Applications, SOA, Web Services, Perl, Software Development, JSON, Testing, DB2, WebLogic
Education
George Mason University 2002 — 2005
Master’s Degree
Mt Carmel
Marcia (Cillan) Irwin's Wellington Management Experience August 2002 - 2009
Job Managing Director, Equity Product Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Dena Vardaxis Dena Vardaxis's Wellington Management Experience November 2009 - Present
Job Client Integration Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2009 - Present
Wellington Management June 2003 - November 2009
Wellington Management June 2001 - June 2003
Education
Harvard University Graduate School of Education 1997 — 1998
Master of Education (M.Ed.)
Wellesley College 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Wellington Management November 2009 - Present
Wellington Management June 2003 - November 2009
Wellington Management June 2001 - June 2003
Education
Harvard University Graduate School of Education 1997 — 1998
Master of Education (M.Ed.)
Wellesley College 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Brian Volonte Brian Volonte's Wellington Management Experience March 2013 - August 2015
Job Student at Harvard Extension School
Industry Insurance
Experience
Boston Children's Hospital September 2015 - Present
Wellington Management March 2013 - August 2015
RiverStone Resources, LLC June 2012 - March 2013
Lake Street Advisors, LLC September 2009 - May 2012
Resolute Management, Inc. May 2009 - August 2009
Horizon Blue Cross Blue Shield of New Jersey May 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Mutual Funds, Investments
Education
Harvard Extension School 2014 — 2016
Postbaccalaureate Premedical Program
University of New Hampshire 2006 — 2010
B.S., Mathematics (Statistics) and Economics, 3.69/4.0
Boston Children's Hospital September 2015 - Present
Wellington Management March 2013 - August 2015
RiverStone Resources, LLC June 2012 - March 2013
Lake Street Advisors, LLC September 2009 - May 2012
Resolute Management, Inc. May 2009 - August 2009
Horizon Blue Cross Blue Shield of New Jersey May 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Mutual Funds, Investments
Education
Harvard Extension School 2014 — 2016
Postbaccalaureate Premedical Program
University of New Hampshire 2006 — 2010
B.S., Mathematics (Statistics) and Economics, 3.69/4.0
Doug Skillins Doug Skillins's Wellington Management Experience 2004 - 2004
Job Founder and Data Architect at Birch Hill Technology Group
Industry Information Technology and Services
Experience
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Edward Tateosian, CFA Edward Tateosian, CFA's Wellington Management Experience September 2010 - June 2011
Job Institutional Portfolio Manager, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
The Flatley Company June 2011 - June 2014
Wellington Management September 2010 - June 2011
Wellington Management February 2007 - September 2010
Wellington Management November 2001 - January 2007
Wellington Management May 1998 - November 2001
Wellington Management December 1996 - May 1998
State Street Bank July 1996 - November 1996
State Street Bank October 1995 - July 1996
Skills
Investments, Portfolio Management, Fixed Income, ABS, Structured Finance, Credit Analysis, Asset Allocation, Trading, Securities, Mutual Funds, Investment Strategies, Bonds, Risk Management, Financial Risk, Credit
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics, Russian Area Studies
Association for Investment Management and Research 2001 — 2003
CFA, Investment Analysis and Portfolio Management
Fidelity Investments September 2014 - Present
The Flatley Company June 2011 - June 2014
Wellington Management September 2010 - June 2011
Wellington Management February 2007 - September 2010
Wellington Management November 2001 - January 2007
Wellington Management May 1998 - November 2001
Wellington Management December 1996 - May 1998
State Street Bank July 1996 - November 1996
State Street Bank October 1995 - July 1996
Skills
Investments, Portfolio Management, Fixed Income, ABS, Structured Finance, Credit Analysis, Asset Allocation, Trading, Securities, Mutual Funds, Investment Strategies, Bonds, Risk Management, Financial Risk, Credit
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics, Russian Area Studies
Association for Investment Management and Research 2001 — 2003
CFA, Investment Analysis and Portfolio Management
Kristen Murawski Kristen Murawski's Wellington Management Experience November 2005 - August 2007
Job Board Certified Behavior Analyst
Industry Primary/Secondary Education
Experience
Consultant September 2011 - Present
RCS Learning Center July 2011 - December 2012
RCS Learning Center June 2010 - June 2011
Eduventures, Inc. June 2008 - May 2010
Houghton Mifflin November 2005 - December 2007
Wellington Management November 2005 - August 2007
Houghton Mifflin August 2004 - November 2005
Skills
Research, SPSS, Editing, Market Research, Project Management, Board Certified..., Data Analysis, Qualitative Research, Higher Education
Education
UMass Boston 2010 — 2011
Graduate Certificate, Applied Behavior Analysis
Harvard University Graduate School of Education 2007 — 2008
Ed.M., Human Development and Psychology
University of California, Santa Barbara 2000 — 2004
B.S., Psychology
Consultant September 2011 - Present
RCS Learning Center July 2011 - December 2012
RCS Learning Center June 2010 - June 2011
Eduventures, Inc. June 2008 - May 2010
Houghton Mifflin November 2005 - December 2007
Wellington Management November 2005 - August 2007
Houghton Mifflin August 2004 - November 2005
Skills
Research, SPSS, Editing, Market Research, Project Management, Board Certified..., Data Analysis, Qualitative Research, Higher Education
Education
UMass Boston 2010 — 2011
Graduate Certificate, Applied Behavior Analysis
Harvard University Graduate School of Education 2007 — 2008
Ed.M., Human Development and Psychology
University of California, Santa Barbara 2000 — 2004
B.S., Psychology
Datong Jia's Wellington Management Experience June 2014 - June 2015
Job Model Risk and Development Associate at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Wellington Management June 2014 - June 2015
MSCI Inc. May 2013 - September 2013
Baidu, Inc. August 2011 - November 2011
Skills
C++, Computer Science, Python, Quantitative Finance, Statistics, Java, Linux, Derivatives, Financial Engineering, Monte Carlo Simulation, Numerical Analysis, Fixed Income, C, Microsoft Office, Financial Modeling, Microsoft Word, Microsoft Excel, PowerPoint, Matlab
Education
Georgia Tech 2012 — 2013
Master of Science (MS), Financial Mathematics, 3.9/4.0
Peking University 2008 — 2012
Bachelor of Science (BS), Computer Science, 3.4/4.0
Peking University 2010 — 2012
Bachelor of Arts (BA), Economics
J.P. Morgan June 2015 - Present
Wellington Management June 2014 - June 2015
MSCI Inc. May 2013 - September 2013
Baidu, Inc. August 2011 - November 2011
Skills
C++, Computer Science, Python, Quantitative Finance, Statistics, Java, Linux, Derivatives, Financial Engineering, Monte Carlo Simulation, Numerical Analysis, Fixed Income, C, Microsoft Office, Financial Modeling, Microsoft Word, Microsoft Excel, PowerPoint, Matlab
Education
Georgia Tech 2012 — 2013
Master of Science (MS), Financial Mathematics, 3.9/4.0
Peking University 2008 — 2012
Bachelor of Science (BS), Computer Science, 3.4/4.0
Peking University 2010 — 2012
Bachelor of Arts (BA), Economics
Megha Agrawal Megha Agrawal's Wellington Management Experience January 2015 - Present
Job Senior Business System Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2010 - December 2012
Fidelity Investments June 2007 - June 2010
Center for Academic Support and Assessment 2006 - 2007
Skills
SQL, Oracle, PL/SQL, Requirements Analysis, SOA, Project Management, Agile Application..., Data Warehousing, Business Intelligence, Business Analysis, Informatica, Java, C#, XML, C++, JavaScript, .NET, Microsoft SQL Server, Software Development, Requirements Gathering, Software Lifecycle..., Web Services, SDLC, Java Enterprise Edition, Software Project..., Unix, Analysis
Education
Harvard Business School 2015 — 2015
HBX CORe: Credential of Readiness, Pass with Honors
University of Houston
Master of Science, Computer Science
Wellington Management January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2010 - December 2012
Fidelity Investments June 2007 - June 2010
Center for Academic Support and Assessment 2006 - 2007
Skills
SQL, Oracle, PL/SQL, Requirements Analysis, SOA, Project Management, Agile Application..., Data Warehousing, Business Intelligence, Business Analysis, Informatica, Java, C#, XML, C++, JavaScript, .NET, Microsoft SQL Server, Software Development, Requirements Gathering, Software Lifecycle..., Web Services, SDLC, Java Enterprise Edition, Software Project..., Unix, Analysis
Education
Harvard Business School 2015 — 2015
HBX CORe: Credential of Readiness, Pass with Honors
University of Houston
Master of Science, Computer Science
Andrew Paone, CFA Andrew Paone, CFA's Wellington Management Experience 2010 - Present
Job Managing Director at Wellington Management
Industry Investment Management
Experience
Wellington Management 2010 - Present
Skills
Asset Management, Asset Managment, Equities, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Investment Management
Education
Fordham University 1995 — 1999
Wellington Management 2010 - Present
Skills
Asset Management, Asset Managment, Equities, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Investment Management
Education
Fordham University 1995 — 1999
Harry Weiner's Wellington Management Experience October 2014 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management October 2014 - Present
BLA Schwartz, PC July 2013 - October 2014
Various August 2012 - July 2013
Various May 2010 - December 2011
Imagine Software May 2007 - August 2009
HSBC May 2004 - June 2006
State Street Bank October 2002 - May 2004
State Street Bank July 2001 - October 2002
Skills
Valuation, Derivatives, Bloomberg, Bloomberg API, Microsoft Excel, Hedge Funds, Fixed Income, Options, Financial Modeling, Equities, Trading, Trading Systems, FX Options, Word, Foreign Exchange, Microsoft Word, Investment Banking, Analysis, Mutual Funds, Microsoft Office, MySQL, Salesforce.com, MetaTrader, FX trading, Financial Markets, Account Reconciliation, Portfolio Management, Due Diligence, Finance, Banking, Reconciliation, Economics, Legal Research, Westlaw, Lexis, Bloomberg Terminal, LexisNexis, SQL
Education
New England School of Law 2009 — 2012
Juris Doctor, Law studies focused on Uniform Commercial Code, Bankruptcy, Tax, and related business law courses.
Fordham University 2004 — 2006
M.A., Economics
Suffolk University 2001 — 2003
M.S., Finance
University of Massachusetts, Amherst 1997 — 2001
B.A., Economics
Wellington Management October 2014 - Present
BLA Schwartz, PC July 2013 - October 2014
Various August 2012 - July 2013
Various May 2010 - December 2011
Imagine Software May 2007 - August 2009
HSBC May 2004 - June 2006
State Street Bank October 2002 - May 2004
State Street Bank July 2001 - October 2002
Skills
Valuation, Derivatives, Bloomberg, Bloomberg API, Microsoft Excel, Hedge Funds, Fixed Income, Options, Financial Modeling, Equities, Trading, Trading Systems, FX Options, Word, Foreign Exchange, Microsoft Word, Investment Banking, Analysis, Mutual Funds, Microsoft Office, MySQL, Salesforce.com, MetaTrader, FX trading, Financial Markets, Account Reconciliation, Portfolio Management, Due Diligence, Finance, Banking, Reconciliation, Economics, Legal Research, Westlaw, Lexis, Bloomberg Terminal, LexisNexis, SQL
Education
New England School of Law 2009 — 2012
Juris Doctor, Law studies focused on Uniform Commercial Code, Bankruptcy, Tax, and related business law courses.
Fordham University 2004 — 2006
M.A., Economics
Suffolk University 2001 — 2003
M.S., Finance
University of Massachusetts, Amherst 1997 — 2001
B.A., Economics
Peter Rudden's Wellington Management Experience January 2013 - August 2015
Job CFO at Constellation Alpha Capital
Industry Financial Services
Experience
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Michael Cuddy, PMP, CSM Michael Cuddy, PMP, CSM's Wellington Management Experience April 2010 - July 2010
Job Project Manager/Business Analyst at GMO
Industry Financial Services
Experience
GMO July 2010 - Present
Wellington Management April 2010 - July 2010
Putnam Investments July 2007 - December 2009
Putnam Investments April 2003 - July 2007
Putnam Investments July 2002 - April 2003
Loomis Sayles September 2001 - July 2002
BlackRock April 1999 - April 2001
Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology
Education
Syracuse University 1990 — 1996
BA, History
Archbishop Stepinac 1986 — 1990
High School
Harvard Law School 2009 — 2009
Certificate, Program on Negotiation
GMO July 2010 - Present
Wellington Management April 2010 - July 2010
Putnam Investments July 2007 - December 2009
Putnam Investments April 2003 - July 2007
Putnam Investments July 2002 - April 2003
Loomis Sayles September 2001 - July 2002
BlackRock April 1999 - April 2001
Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology
Education
Syracuse University 1990 — 1996
BA, History
Archbishop Stepinac 1986 — 1990
High School
Harvard Law School 2009 — 2009
Certificate, Program on Negotiation
John Arsneault's Wellington Management Experience 1988 - 1990
Job Technology Executive & Venture Investor
Industry Internet
Experience
Goulston & Storrs 2014 - Present
T-Rex Hotdog LLC 2013 - Present
DataXu 2012 - 2014
WilmerHale 2009 - 2012
Wayfair 2007 - 2008
Harvard Business School 2002 - 2007
NaviSite, Inc. 1997 - 2001
The MathWorks 1993 - 1996
CSC Index 1990 - 1993
Wellington Management 1988 - 1990
Education
Harvard Business School 2005 — 2006
Executive Education, Technology Services, Operations
Don Bosco Technical High School
Goulston & Storrs 2014 - Present
T-Rex Hotdog LLC 2013 - Present
DataXu 2012 - 2014
WilmerHale 2009 - 2012
Wayfair 2007 - 2008
Harvard Business School 2002 - 2007
NaviSite, Inc. 1997 - 2001
The MathWorks 1993 - 1996
CSC Index 1990 - 1993
Wellington Management 1988 - 1990
Education
Harvard Business School 2005 — 2006
Executive Education, Technology Services, Operations
Don Bosco Technical High School
Dmitry Olevsky, CFA, FRM's Wellington Management Experience 2007 - 2013
Job Quantitative Research Analyst and Portfolio Manager at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management July 2013 - Present
Wellington Management 2007 - 2013
Fidelity Investments 2005 - 2007
Analysis Group 2002 - 2005
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Alternative Investments, Valuation, Equity Research, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Investments, Quantitative Research, Investment Management, Quantitative Finance, Global Macro
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Michigan Technological University
Bachelor's Degree, Structural Engineering
Acadian Asset Management July 2013 - Present
Wellington Management 2007 - 2013
Fidelity Investments 2005 - 2007
Analysis Group 2002 - 2005
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Alternative Investments, Valuation, Equity Research, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Investments, Quantitative Research, Investment Management, Quantitative Finance, Global Macro
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Michigan Technological University
Bachelor's Degree, Structural Engineering
Andreas Dische's Wellington Management Experience 2004 - 2005
Job Global Macro Portfolio Manager at OMERS Worldwide
Industry Investment Management
Experience
OMERS Worldwide 2014 - Present
Federated Investors 2009 - 2014
JP Morgan Asset Management 2005 - 2009
Wellington Management 2004 - 2005
Goldman Sachs 2002 - 2004
Skills
Global Macro, Equities, Portfolio Management, Currency, Global Tactical Asset..., Quantitative Investment..., Hedge Funds
Education
Harvard University
Visiting Scholar, Behavioral Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
PhD, Financial Economics
London School of Economics and Political Science
Student, Capital Markets
OMERS Worldwide 2014 - Present
Federated Investors 2009 - 2014
JP Morgan Asset Management 2005 - 2009
Wellington Management 2004 - 2005
Goldman Sachs 2002 - 2004
Skills
Global Macro, Equities, Portfolio Management, Currency, Global Tactical Asset..., Quantitative Investment..., Hedge Funds
Education
Harvard University
Visiting Scholar, Behavioral Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
PhD, Financial Economics
London School of Economics and Political Science
Student, Capital Markets
Scott Bornstein's Wellington Management Experience November 2009 - May 2014
Job Vice President Applications and Systems Analysis at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
Zachary Wells, SHRM-SCP's Wellington Management Experience March 2004 - April 2004
Job Sr. Manager, Compensation & Equity Management at Fresenius Medical Care
Industry Medical Devices
Experience
Fresenius Medical Care January 2013 - Present
Nuance Communications May 2012 - January 2013
Hologic March 2011 - April 2012
Interactive Data August 2007 - March 2011
Comverse July 2004 - August 2007
Black & Copper April 2004 - July 2004
Wellington Management March 2004 - April 2004
Oliver Wyman/Mercer Management Consulting October 2002 - July 2003
Childrens Hospital September 2002 - October 2002
PTC July 2000 - July 2002
Skills
Deferred Compensation, Talent Management, Personnel Management, HRIS, Talent Acquisition, Employee Benefits, Organizational..., Applicant Tracking..., Onboarding, Human Resources, Incentive Programs, Performance Management, Strategic Planning, Succession Planning, Employee Relations, Benefits Administration, Compensation & Benefit, Workforce Planning, PeopleSoft, Employee Engagement, HR Policies, Compensation & Benefits, Management, Process Improvement, Compensation, Leadership, Program Management
Education
Gordon College 1994 — 1998
BA
Fresenius Medical Care January 2013 - Present
Nuance Communications May 2012 - January 2013
Hologic March 2011 - April 2012
Interactive Data August 2007 - March 2011
Comverse July 2004 - August 2007
Black & Copper April 2004 - July 2004
Wellington Management March 2004 - April 2004
Oliver Wyman/Mercer Management Consulting October 2002 - July 2003
Childrens Hospital September 2002 - October 2002
PTC July 2000 - July 2002
Skills
Deferred Compensation, Talent Management, Personnel Management, HRIS, Talent Acquisition, Employee Benefits, Organizational..., Applicant Tracking..., Onboarding, Human Resources, Incentive Programs, Performance Management, Strategic Planning, Succession Planning, Employee Relations, Benefits Administration, Compensation & Benefit, Workforce Planning, PeopleSoft, Employee Engagement, HR Policies, Compensation & Benefits, Management, Process Improvement, Compensation, Leadership, Program Management
Education
Gordon College 1994 — 1998
BA
Edwin Heal's Wellington Management Experience 2000 - 2007
Job
Industry Pharmaceuticals
Experience
Idenix Pharmaceuticals June 2012 - Present
Idenix Pharmaceuticals January 2007 - June 2012
Wellington Management Co, LLP June 2000 - January 2007
Wellington Management 2000 - 2007
Harvard Business School Publishing 1997 - 2000
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Project Management, Documentum, Enterprise Content..., Integration, Weblogic, Windows Server, Vendor Management, SQL, Agile Methodologies, SharePoint, Microsoft Exchange, Business Analysis, Unix, Oracle, Requirements Analysis
Education
Framingham State College 1987 — 1991
BS, Computer Science
Idenix Pharmaceuticals June 2012 - Present
Idenix Pharmaceuticals January 2007 - June 2012
Wellington Management Co, LLP June 2000 - January 2007
Wellington Management 2000 - 2007
Harvard Business School Publishing 1997 - 2000
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Project Management, Documentum, Enterprise Content..., Integration, Weblogic, Windows Server, Vendor Management, SQL, Agile Methodologies, SharePoint, Microsoft Exchange, Business Analysis, Unix, Oracle, Requirements Analysis
Education
Framingham State College 1987 — 1991
BS, Computer Science
Jared Lou, CFA's Wellington Management Experience June 2011 - August 2011
Job Emerging Market Debt Research
Industry Financial Services
Experience
GMO August 2012 - Present
Wellington Management June 2011 - August 2011
State Street December 2008 - June 2011
PPR April 2008 - December 2008
Property and Portfolio Research July 2006 - March 2008
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Harvard University 2005 — 2005
Economics
Tulane University 2002 — 2005
B.S., Major Economics, Minor Mathematics
Weston High School 1998 — 2002
Tulane University
M.A., Policy Economics
GMO August 2012 - Present
Wellington Management June 2011 - August 2011
State Street December 2008 - June 2011
PPR April 2008 - December 2008
Property and Portfolio Research July 2006 - March 2008
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Harvard University 2005 — 2005
Economics
Tulane University 2002 — 2005
B.S., Major Economics, Minor Mathematics
Weston High School 1998 — 2002
Tulane University
M.A., Policy Economics
Erin (Fay) Caparco's Wellington Management Experience December 2005 - June 2006
Job Senior Associate at everis
Industry Management Consulting
Experience
everis August 2014 - Present
Alvarez & Marsal June 2013 - April 2014
Barclays Capital September 2010 - July 2012
Barclays Wealth October 2008 - September 2010
Natixis Securities February 2007 - August 2007
Wellington Management December 2005 - June 2006
Skills
Project Management, Process Improvement, Business Strategy, Consulting, Fixed Income, Financial Analysis, Microsoft Excel, Bloomberg, Bonds, Finance, Strategy, Analysis, Microsoft Office, Performance Management, Financial Reporting, Change Management, Business Development, PMO, PowerPoint, Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2008
Bachelor's Degree, International Business, Finance
everis August 2014 - Present
Alvarez & Marsal June 2013 - April 2014
Barclays Capital September 2010 - July 2012
Barclays Wealth October 2008 - September 2010
Natixis Securities February 2007 - August 2007
Wellington Management December 2005 - June 2006
Skills
Project Management, Process Improvement, Business Strategy, Consulting, Fixed Income, Financial Analysis, Microsoft Excel, Bloomberg, Bonds, Finance, Strategy, Analysis, Microsoft Office, Performance Management, Financial Reporting, Change Management, Business Development, PMO, PowerPoint, Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2008
Bachelor's Degree, International Business, Finance
Poorna Gundepalli's Wellington Management Experience April 2002 - October 2002
Job Senior Technologist
Industry Financial Services
Experience
Ally Financial Inc. October 2011 - Present
Ally Financial Inc. May 2009 - September 2011
GMAC ResCap April 2005 - September 2009
Verizon January 2005 - April 2005
AT&T October 2002 - January 2005
Wellington management April 2002 - October 2002
Goldman Sachs 2000 - 2002
Skills
Weblogic, Middleware, Splunk, Akamai, Problem Solving, Unix, Apache, Unix Shell Scripting, Visio, Server Architecture, Architecture, Disaster Recovery, Integration, SDLC, Solution Architecture, Enterprise Architecture, Project Management, Solaris, IT Strategy, Java Enterprise Edition, Data Center, Agile Methodologies, Requirements Analysis, Oracle, Architectures, Shell Scripting, WebLogic, Vendor Management
Education
Florida International University 1998 — 2000
MS, Computer Emgineering
Osmania University 1995 — 1998
BE, Electronics and Communication Engineering
St Anns High School
Ally Financial Inc. October 2011 - Present
Ally Financial Inc. May 2009 - September 2011
GMAC ResCap April 2005 - September 2009
Verizon January 2005 - April 2005
AT&T October 2002 - January 2005
Wellington management April 2002 - October 2002
Goldman Sachs 2000 - 2002
Skills
Weblogic, Middleware, Splunk, Akamai, Problem Solving, Unix, Apache, Unix Shell Scripting, Visio, Server Architecture, Architecture, Disaster Recovery, Integration, SDLC, Solution Architecture, Enterprise Architecture, Project Management, Solaris, IT Strategy, Java Enterprise Edition, Data Center, Agile Methodologies, Requirements Analysis, Oracle, Architectures, Shell Scripting, WebLogic, Vendor Management
Education
Florida International University 1998 — 2000
MS, Computer Emgineering
Osmania University 1995 — 1998
BE, Electronics and Communication Engineering
St Anns High School
Renee Y. Bai, CFA's Wellington Management Experience August 2011 - February 2015
Job Business Development Analyst at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management August 2011 - February 2015
Wellington Management January 2014 - December 2014
Merrill Lynch, Private Banking and Investment Group November 2008 - August 2011
UBS, Ultra High Net Worth Group December 2007 - November 2008
Various June 2005 - November 2007
Skills
Business Development, Equities, Financial Analysis, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Finance, Pension Funds, Capital Markets, Alternative Investments, Intercultural..., Client Relations, Client Services, Client Liason
Education
Gordon College 2000 — 2004
BA
University of Oxford
Sun Yat-Sen University
Wellington Management August 2011 - February 2015
Wellington Management January 2014 - December 2014
Merrill Lynch, Private Banking and Investment Group November 2008 - August 2011
UBS, Ultra High Net Worth Group December 2007 - November 2008
Various June 2005 - November 2007
Skills
Business Development, Equities, Financial Analysis, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Finance, Pension Funds, Capital Markets, Alternative Investments, Intercultural..., Client Relations, Client Services, Client Liason
Education
Gordon College 2000 — 2004
BA
University of Oxford
Sun Yat-Sen University
Anand Dharan, CFA's Wellington Management Experience March 2015 - Present
Job Fixed Income Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
McKinsey & Company August 2011 - March 2015
McKinsey & Company May 2010 - August 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Risk Management, Hedging, Structured Products, Strategy, Financial Modeling, Capital Markets, Financial Structuring, Commodity, Credit, Trading, Fixed Income, Mergers & Acquisitions, Securities, FX Options, Investments, Financial Risk, Valuation, Sales & Trading..., Institutional investing...
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2003 — 2007
A.B.
St. John's School 1991 — 2003
Wellington Management March 2015 - Present
McKinsey & Company August 2011 - March 2015
McKinsey & Company May 2010 - August 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Risk Management, Hedging, Structured Products, Strategy, Financial Modeling, Capital Markets, Financial Structuring, Commodity, Credit, Trading, Fixed Income, Mergers & Acquisitions, Securities, FX Options, Investments, Financial Risk, Valuation, Sales & Trading..., Institutional investing...
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2003 — 2007
A.B.
St. John's School 1991 — 2003
Joseph Palowich's Wellington Management Experience February 2008 - Present
Job Pricing Manager at Fidelity Investments
Industry Financial Services
Experience
Wellington Management February 2008 - Present
Fideltiy Investments 2006 - Present
Education
Framingham State University 1994 — 1998
Wellington Management February 2008 - Present
Fideltiy Investments 2006 - Present
Education
Framingham State University 1994 — 1998
Michele Cassidy (Sayce)'s Wellington Management Experience January 2010 - Present
Job at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2010 - Present
Wellington Management June 2006 - December 2009
EDS, an HP Company April 2004 - May 2006
Fleet Boston Financial January 2002 - April 2004
Belenos, Inc June 2000 - January 2002
AverStar, Corp June 1999 - June 2000
WorldCom September 1997 - June 1999
Network Plus, Inc May 1996 - September 1997
Network Plus, Inc December 1994 - May 1996
Skills
Project Portfolio..., SDLC, PMP, Vendor Management, Program Management, Business Analysis, PMO, Process Improvement, Risk Management, Telecommunications, Data Center
Education
Framingham State University 1990 — 1994
Wellington Management January 2010 - Present
Wellington Management June 2006 - December 2009
EDS, an HP Company April 2004 - May 2006
Fleet Boston Financial January 2002 - April 2004
Belenos, Inc June 2000 - January 2002
AverStar, Corp June 1999 - June 2000
WorldCom September 1997 - June 1999
Network Plus, Inc May 1996 - September 1997
Network Plus, Inc December 1994 - May 1996
Skills
Project Portfolio..., SDLC, PMP, Vendor Management, Program Management, Business Analysis, PMO, Process Improvement, Risk Management, Telecommunications, Data Center
Education
Framingham State University 1990 — 1994
Scott Soule's Wellington Management Experience 2011 - 2012
Job Application Architect at VantagePoint Business Solutions
Industry Information Technology and Services
Experience
VantagePoint Business Solutions 2012 - Present
Wellington Management 2011 - 2012
Wellington Management 2007 - 2011
Putnam Investments 2004 - 2007
Fleet Financial Group 1987 - 1997
Education
Framingham State College 1985 — 1986
Bachelor of Science (BS), Accounting and Finance
Bridgewater State College
BS, Accounting
VantagePoint Business Solutions 2012 - Present
Wellington Management 2011 - 2012
Wellington Management 2007 - 2011
Putnam Investments 2004 - 2007
Fleet Financial Group 1987 - 1997
Education
Framingham State College 1985 — 1986
Bachelor of Science (BS), Accounting and Finance
Bridgewater State College
BS, Accounting
Vyvyan Howland's Wellington Management Experience December 2003 - April 2015
Job ServiceNow Senior Solutions Consultant
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company April 2015 - Present
Wellington Management December 2003 - April 2015
Belenos, Inc 2000 - 2003
GTE Internetworking 1999 - 2000
Network Plus 1994 - 1999
Skills
Project Management, Vendor Management, Program Management, Business Analysis, SDLC, Solaris, Data Migration, IT Strategy, Oracle, Linux, Oracle RAC, Software Project..., Integration, SharePoint, Process Improvement, Management, PeopleSoft, Visio, Strategic Planning, Change Management, Leadership, Vendor Relationships, Databases, IT Service Management, ServiceNow, ITIL
Education
Fashion Institute of Design & Merchandising 1989 — 1991
ServiceNow – The Enterprise Cloud Company April 2015 - Present
Wellington Management December 2003 - April 2015
Belenos, Inc 2000 - 2003
GTE Internetworking 1999 - 2000
Network Plus 1994 - 1999
Skills
Project Management, Vendor Management, Program Management, Business Analysis, SDLC, Solaris, Data Migration, IT Strategy, Oracle, Linux, Oracle RAC, Software Project..., Integration, SharePoint, Process Improvement, Management, PeopleSoft, Visio, Strategic Planning, Change Management, Leadership, Vendor Relationships, Databases, IT Service Management, ServiceNow, ITIL
Education
Fashion Institute of Design & Merchandising 1989 — 1991
Jessica Kass's Wellington Management Experience July 2008 - October 2008
Job Medical Student at Ross University
Industry Health, Wellness and Fitness
Experience
Harvard Vanguard Medical Associates May 2010 - November 2012
Gap Inc./Banana Republic May 2008 - October 2011
Brigham and Women's Hospital July 2009 - May 2010
Red Robin January 2009 - May 2009
Microsoft February 2009 - April 2009
Capital Crossing Bank November 2008 - December 2008
Wellington Management July 2008 - October 2008
Stonehill College August 2005 - May 2008
Stonehill College August 2005 - May 2008
Stonehill College January 2005 - May 2008
Skills
Healthcare, EMRs, Microsoft Office, Data Entry, PowerPoint, Microsoft Excel, Outlook, Customer Service, Research, Event Planning, Microsoft Word, Data Analysis, File Management
Education
Ross University School of Medicine 2013 — 2017
Doctor of Medicine (MD)
Stonehill College 2004 — 2008
Bachelor of Science (BS), Biochemistry
Study Abroad 2006 — 2007
Highline College 2003 — 2004
Decatur High School 2001 — 2004
high school diploma
Harvard Vanguard Medical Associates May 2010 - November 2012
Gap Inc./Banana Republic May 2008 - October 2011
Brigham and Women's Hospital July 2009 - May 2010
Red Robin January 2009 - May 2009
Microsoft February 2009 - April 2009
Capital Crossing Bank November 2008 - December 2008
Wellington Management July 2008 - October 2008
Stonehill College August 2005 - May 2008
Stonehill College August 2005 - May 2008
Stonehill College January 2005 - May 2008
Skills
Healthcare, EMRs, Microsoft Office, Data Entry, PowerPoint, Microsoft Excel, Outlook, Customer Service, Research, Event Planning, Microsoft Word, Data Analysis, File Management
Education
Ross University School of Medicine 2013 — 2017
Doctor of Medicine (MD)
Stonehill College 2004 — 2008
Bachelor of Science (BS), Biochemistry
Study Abroad 2006 — 2007
Highline College 2003 — 2004
Decatur High School 2001 — 2004
high school diploma
Andrew Heiskell's Wellington Management Experience 2002 - Present
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management 2002 - Present
Skills
Hedge Funds, Investments, Asset Managment, Equities, Equity Research, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Series 7
Education
University of Chicago 1999 — 2011
MBA
Georgetown University 1991 — 1995
BFS, School of Foreign Service
Wellington Management 2002 - Present
Skills
Hedge Funds, Investments, Asset Managment, Equities, Equity Research, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Series 7
Education
University of Chicago 1999 — 2011
MBA
Georgetown University 1991 — 1995
BFS, School of Foreign Service
Jackie Halle's Wellington Management Experience February 2004 - September 2004
Job Software Developer at CUSTOMS Info | Global Data Mining
Industry Computer Software
Experience
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Erin Walsh Albiani's Wellington Management Experience December 2006 - Present
Job Wellington Management
Industry Investment Management
Experience
Wellington Management December 2006 - Present
FDO Group 2005 - 2006
Stark Carpet & Fabric 2001 - 2005
Skills
Investments, Asset Management, Equities, Fixed Income
Education
Gettysburg College 1994 — 1997
BA, Art History and Studio Art
Winchester High School 1989 — 1993
Wellington Management December 2006 - Present
FDO Group 2005 - 2006
Stark Carpet & Fabric 2001 - 2005
Skills
Investments, Asset Management, Equities, Fixed Income
Education
Gettysburg College 1994 — 1997
BA, Art History and Studio Art
Winchester High School 1989 — 1993
Amy Hubbard's Wellington Management Experience January 2011 - January 2012
Job Operational Analyst
Industry Financial Services
Experience
Wellington Management January 2011 - January 2012
Goldman Sachs December 2009 - August 2010
JPMorgan Chase April 2009 - December 2009
Merrill Lynch December 2007 - April 2009
Société Générale Corporate and Investment Banking July 2007 - December 2007
Skills
Credit Derivatives, Asset Allocation, Middle Office, Bloomberg, Derivatives, Asset Managment, Fixed Income, Equities, Investments, Series 7, FX Options, Financial Analysis
Education
Florida Atlantic University 2003 — 2006
Bachelors, International Business
Iona College 2001 — 2003
International Business
Wellington Management January 2011 - January 2012
Goldman Sachs December 2009 - August 2010
JPMorgan Chase April 2009 - December 2009
Merrill Lynch December 2007 - April 2009
Société Générale Corporate and Investment Banking July 2007 - December 2007
Skills
Credit Derivatives, Asset Allocation, Middle Office, Bloomberg, Derivatives, Asset Managment, Fixed Income, Equities, Investments, Series 7, FX Options, Financial Analysis
Education
Florida Atlantic University 2003 — 2006
Bachelors, International Business
Iona College 2001 — 2003
International Business
Colleen M. Shannon's Wellington Management Experience November 2010 - Present
Job Assistant Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Wellington Management November 2010 - Present
Wellington Management Company September 2004 - December 2010
Investors Bank & Trust July 2000 - September 2004
Skills
Fixed Income, Mutual Funds, Bloomberg, Equities, Financial Services, Client Administration, Hedge Funds, Securities, Asset Management, Alternative Investments, Valuation, Risk Management, Finance, Business Analysis, Fund Accounting, Investments, Relationship Management
Education
Fairfield University 1996 — 2000
BA, Economics
Bob Huxley's Wellington Management Experience December 2007 - February 2008
Job Reporting Analyst BI Access/SQL developer Available
Industry Computer Software
Experience
Tufts Health Plan September 2015 - Present
Cisco Systems December 2012 - October 2014
Cobham Advanced Electronic Solutions June 2012 - October 2012
Massachusetts Clean Water Trust February 2012 - March 2012
The Hanover Insurance Group August 2011 - September 2011
Franklin Pierce University August 2009 - November 2009
Fidelity Investments October 2008 - May 2009
Hewlett Packard February 2008 - August 2008
Wellington Management December 2007 - February 2008
Thermo Fisher Scientific November 2007 - November 2007
Skills
Process Improvement, Business Analysis, Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Windows, Analytics, SDLC, Access, Software Documentation, ERP, Oracle, Databases, Program Management, SharePoint, Business Intelligence, Testing, Training
Education
Fitchburg State College 1972 — 1975
BS in Ed, English
New Horizons 2010 — 2011
N/A, SQL BI
Quinsigamond Community College 1970 — 1972
Associate's Degree, Liberal Arts
Tufts Health Plan September 2015 - Present
Cisco Systems December 2012 - October 2014
Cobham Advanced Electronic Solutions June 2012 - October 2012
Massachusetts Clean Water Trust February 2012 - March 2012
The Hanover Insurance Group August 2011 - September 2011
Franklin Pierce University August 2009 - November 2009
Fidelity Investments October 2008 - May 2009
Hewlett Packard February 2008 - August 2008
Wellington Management December 2007 - February 2008
Thermo Fisher Scientific November 2007 - November 2007
Skills
Process Improvement, Business Analysis, Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Windows, Analytics, SDLC, Access, Software Documentation, ERP, Oracle, Databases, Program Management, SharePoint, Business Intelligence, Testing, Training
Education
Fitchburg State College 1972 — 1975
BS in Ed, English
New Horizons 2010 — 2011
N/A, SQL BI
Quinsigamond Community College 1970 — 1972
Associate's Degree, Liberal Arts
James Tew's Wellington Management Experience 1982 - 2003
Job Board Chair at Haiti Projects, Inc
Industry Investment Management
Experience
Haiti Projects, Inc April 1996 - Present
undefined 1993 - 2009
Haiti Projects, Inc. 1993 - 2009
Wellington Management 1982 - 2003
Education
Harvard University 1962 — 1967
AB, Anthro
Haiti Projects, Inc April 1996 - Present
undefined 1993 - 2009
Haiti Projects, Inc. 1993 - 2009
Wellington Management 1982 - 2003
Education
Harvard University 1962 — 1967
AB, Anthro
Matthew Devine, CFA's Wellington Management Experience 2003 - 2006
Job Senior Vice President at BayNorth Capital
Industry Real Estate
Experience
BayNorth Capital 2006 - Present
Wellington Management 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Real Estate, Investments, Asset Management, Fixed Income, Investment Properties, Commercial Real Estate, Joint Ventures, Acquisitions
Education
Harvard University 1996 — 2000
AB, Economics
BayNorth Capital 2006 - Present
Wellington Management 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Real Estate, Investments, Asset Management, Fixed Income, Investment Properties, Commercial Real Estate, Joint Ventures, Acquisitions
Education
Harvard University 1996 — 2000
AB, Economics
Nancy Morris's Wellington Management Experience April 2012 - Present
Job Chief Compliance Officer at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Allianz Global Investors May 2008 - March 2012
U.S. Securities and Exchange Commission 2006 - 2008
US Securities and Exchange Commission 2004 - 2006
T Rowe Price 1994 - 2004
Fidelity Investments 1992 - 1994
U.S. Securities and Exchange Commission 1985 - 1992
Sutherland, Asbill & Brennan 1983 - 1985
Education
University of Idaho 2000 — 2003
JD, Law
Hartwick College 1970 — 1974
BA, Sociology and Ethics
Wellington Management April 2012 - Present
Allianz Global Investors May 2008 - March 2012
U.S. Securities and Exchange Commission 2006 - 2008
US Securities and Exchange Commission 2004 - 2006
T Rowe Price 1994 - 2004
Fidelity Investments 1992 - 1994
U.S. Securities and Exchange Commission 1985 - 1992
Sutherland, Asbill & Brennan 1983 - 1985
Education
University of Idaho 2000 — 2003
JD, Law
Hartwick College 1970 — 1974
BA, Sociology and Ethics
Ray LaPointe's Wellington Management Experience March 2000 - June 2000
Job Financial Services Professional
Industry Financial Services
Experience
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Verrazano Consulting Solutions 2011 - Present
Loomis Sayles November 2006 - August 2007
MFS Investment Management April 2001 - October 2006
MFS Investment Management August 2000 - April 2001
Wellington Management March 2000 - June 2000
Investors Bank & Trust May 1998 - October 1999
Skills
Fixed Income, Equities, Back Office, Securities, Bloomberg, Trading, Process Improvement, Settlement, Software Documentation, User Acceptance Testing, SWIFT payments, Microsoft Office, Foreign Exchange, Hedge Funds, Derivatives, Alternative Investments, Business Analysis, Middle Office, Trading Systems, Fund Accounting, Vendor Management, Risk Management, Financial Services, Mutual Funds, Bonds
Education
Endicott College 1994 — 1998
Bachelor, Business Administration
Eileen Shalginewicz's Wellington Management Experience 2002 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Thomson Reuters July 2013 - December 2013
Various Contract Positions November 2008 - November 2012
Russell Reynolds Associates 2007 - 2008
Wellington Management 2002 - 2006
State Street Research & Management Co 1990 - 2002
Skills
Human Resources, PeopleSoft, Sourcing, Microsoft Word, Investment..., PowerPoint, Vendor Management, Recruiting, Outlook, Microsoft Excel, Process Improvement
Education
Framingham State College
Bachelor of Science (BS)
Fidelity Investments November 2012 - Present
Thomson Reuters July 2013 - December 2013
Various Contract Positions November 2008 - November 2012
Russell Reynolds Associates 2007 - 2008
Wellington Management 2002 - 2006
State Street Research & Management Co 1990 - 2002
Skills
Human Resources, PeopleSoft, Sourcing, Microsoft Word, Investment..., PowerPoint, Vendor Management, Recruiting, Outlook, Microsoft Excel, Process Improvement
Education
Framingham State College
Bachelor of Science (BS)
Raj Krishnan, CFA's Wellington Management Experience 1994 - 2008
Job Executive Vice President, Chief Investment Officer
Industry Investment Management
Experience
Fidelity & Guaranty Life 2009 - Present
Wellington Management 1994 - 2008
Skills
Fixed Income, Portfolio Management, Restructuring, ALM, Asset Allocation, Asset Management, Investments, Institutional..., Asset Managment, Credit Analysis, Private Equity, Credit, Insurance, Management, Hedge Funds, Enterprise Risk..., Capital Markets, Derivatives, Mergers & Acquisitions, Financial Modeling, Structured Finance, Alternative Investments, Equities, Investment Management, Securities
Education
Harvard University 1989 — 1993
AB
Fidelity & Guaranty Life 2009 - Present
Wellington Management 1994 - 2008
Skills
Fixed Income, Portfolio Management, Restructuring, ALM, Asset Allocation, Asset Management, Investments, Institutional..., Asset Managment, Credit Analysis, Private Equity, Credit, Insurance, Management, Hedge Funds, Enterprise Risk..., Capital Markets, Derivatives, Mergers & Acquisitions, Financial Modeling, Structured Finance, Alternative Investments, Equities, Investment Management, Securities
Education
Harvard University 1989 — 1993
AB
Kathryn Chapman's Wellington Management Experience June 2008 - August 2008
Job MBA Intern at Google
Industry Management Consulting
Experience
Google June 2015 - Present
Deloitte December 2012 - August 2014
PwC July 2011 - November 2012
Booz Allen Hamilton July 2009 - July 2011
Booz Allen Hamilton January 2009 - July 2009
Georgetown University 2007 - 2009
Wellington Management June 2008 - August 2008
Skills
Management Consulting, Strategy, Project Management, Recruiting, Investments, Business Transformation, Business Process..., Data Analysis, Financial Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BA, Mathematics, Spanish
Google June 2015 - Present
Deloitte December 2012 - August 2014
PwC July 2011 - November 2012
Booz Allen Hamilton July 2009 - July 2011
Booz Allen Hamilton January 2009 - July 2009
Georgetown University 2007 - 2009
Wellington Management June 2008 - August 2008
Skills
Management Consulting, Strategy, Project Management, Recruiting, Investments, Business Transformation, Business Process..., Data Analysis, Financial Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BA, Mathematics, Spanish
David Merrigan's Wellington Management Experience June 2009 - December 2009
Job Connectivity Consultant at Eze Castle Software
Industry Financial Services
Experience
Eze Castle Software July 2011 - August 2013
State Street June 2010 - February 2011
Wellington Management June 2009 - December 2009
Detwiler Fenton & Co June 2008 - December 2008
Skills
Series 7, FIX, Foreign Exchange
Education
Northeastern University 2006 — 2011
Business Administration, Finance & Accounting
ESIC: Business & Marketing School 2010 — 2010
International Finance and Cross Cultural Business Communication
Eze Castle Software July 2011 - August 2013
State Street June 2010 - February 2011
Wellington Management June 2009 - December 2009
Detwiler Fenton & Co June 2008 - December 2008
Skills
Series 7, FIX, Foreign Exchange
Education
Northeastern University 2006 — 2011
Business Administration, Finance & Accounting
ESIC: Business & Marketing School 2010 — 2010
International Finance and Cross Cultural Business Communication
Kerry Anne Bradford's Wellington Management Experience January 2010 - August 2014
Job MBA Candidate at Harvard Business School
Industry Research
Experience
Harvard Business School August 2014 - Present
Wellington Management January 2010 - August 2014
Skills
Data Analysis, Financial Modeling, Research, Valuation, Social Media, Nonprofits, Editing, Economics, Community Outreach, Policy Analysis, Stata, Qualitative Research, Financial Analysis, Business Strategy
Education
Harvard University 2005 — 2009
Social Studies
Harvard Business School August 2014 - Present
Wellington Management January 2010 - August 2014
Skills
Data Analysis, Financial Modeling, Research, Valuation, Social Media, Nonprofits, Editing, Economics, Community Outreach, Policy Analysis, Stata, Qualitative Research, Financial Analysis, Business Strategy
Education
Harvard University 2005 — 2009
Social Studies
Chris Garofalo's Wellington Management Experience April 2015 - Present
Job IT Financial Analyst at Wellington Management
Industry Computer Software
Experience
Wellington Management April 2015 - Present
Education
Southern New Hampshire University 2013 — 2016
Master of Science (M.S.), Accounting and Finance
Endicott College 2004 — 2008
B.S., Business Management
Wellington Management April 2015 - Present
Education
Southern New Hampshire University 2013 — 2016
Master of Science (M.S.), Accounting and Finance
Endicott College 2004 — 2008
B.S., Business Management
Marie-Claude Bernal's Wellington Management Experience 1979 - 2000
Job Family Office Financial Adviser, Company Board Director
Industry Financial Services
Experience
EXEL Industries January 2012 - Present
Esker 2001 - Present
Family Office 2001 - Present
Apellis Pharmaceuticals January 2010 - December 2014
Potentia Pharmaceuticals 2004 - December 2014
GnuBIO, Inc 2010 - March 2014
Wellington Management 1979 - 2000
Education
The University of Chicago 1969 — 1971
MBA, Finance, computer science
HEC Paris 1964 — 1967
BS, Finance and Accounting, Valedictorian HECJF
EXEL Industries January 2012 - Present
Esker 2001 - Present
Family Office 2001 - Present
Apellis Pharmaceuticals January 2010 - December 2014
Potentia Pharmaceuticals 2004 - December 2014
GnuBIO, Inc 2010 - March 2014
Wellington Management 1979 - 2000
Education
The University of Chicago 1969 — 1971
MBA, Finance, computer science
HEC Paris 1964 — 1967
BS, Finance and Accounting, Valedictorian HECJF
Lin Li Work's Wellington Management Experience June 2006 - Present
Job Economist at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2006 - Present
Education
Georgetown University 2001 — 2007
Ph.D., Internationa Macroeconomics, International Finance
Wellington Management June 2006 - Present
Education
Georgetown University 2001 — 2007
Ph.D., Internationa Macroeconomics, International Finance
Steve Horner's Wellington Management Experience 1994 - 1997
Job SVP, Portfolio Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2002 - Present
Wellington Management 1994 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Series 63, Asset Management, Investments, Investment Strategies, Bloomberg, Securities, Investment Advisory, Wealth Management, Bonds, Retirement, Capital Markets, Retirement Planning
Education
Furman University 1987 — 1990
BA, Political Science/Economics
Putnam Investments May 2002 - Present
Wellington Management 1994 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Series 63, Asset Management, Investments, Investment Strategies, Bloomberg, Securities, Investment Advisory, Wealth Management, Bonds, Retirement, Capital Markets, Retirement Planning
Education
Furman University 1987 — 1990
BA, Political Science/Economics
Victoria Tatarinova's Wellington Management Experience May 2014 - Present
Job Compliance Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
The Boston Consulting Group August 2013 - April 2014
State Street Alternative Investment Solutions January 2013 - August 2013
State Street Alternative Investment Solutions July 2011 - January 2013
State Street Alternative Investment Solutions November 2009 - July 2011
State Street Bank January 2008 - November 2009
Law Office of Nelson & Roach August 2005 - August 2007
Skills
Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Project Management, Business Analysis, Risk Management, Corporate Finance, Emerging Markets, Finance, Business Strategy, Banking, Data Analysis, Financial Reporting, Analysis, Forecasting, Financial Services, Alternative Investments, Investment Banking, Management, Fund Accounting, Business Development, Derivatives, Strategy, Securities, Asset Management, Accounting, Financial Risk, Fund Administration, Funding, Internal Controls, Process Improvement, Cross-functional Team..., Analytics, Fund Of Funds, Corporate Actions, Investor Relations, Program Management, Trading, Venture Capital, Economics
Education
Harvard University 2009 — 2012
Master's in Management
Northeastern University 2005 — 2005
Paralegal Certificate Program
Southern Federal University (former Rostov State University) 1997 — 2002
BA
Wellington Management May 2014 - Present
The Boston Consulting Group August 2013 - April 2014
State Street Alternative Investment Solutions January 2013 - August 2013
State Street Alternative Investment Solutions July 2011 - January 2013
State Street Alternative Investment Solutions November 2009 - July 2011
State Street Bank January 2008 - November 2009
Law Office of Nelson & Roach August 2005 - August 2007
Skills
Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Project Management, Business Analysis, Risk Management, Corporate Finance, Emerging Markets, Finance, Business Strategy, Banking, Data Analysis, Financial Reporting, Analysis, Forecasting, Financial Services, Alternative Investments, Investment Banking, Management, Fund Accounting, Business Development, Derivatives, Strategy, Securities, Asset Management, Accounting, Financial Risk, Fund Administration, Funding, Internal Controls, Process Improvement, Cross-functional Team..., Analytics, Fund Of Funds, Corporate Actions, Investor Relations, Program Management, Trading, Venture Capital, Economics
Education
Harvard University 2009 — 2012
Master's in Management
Northeastern University 2005 — 2005
Paralegal Certificate Program
Southern Federal University (former Rostov State University) 1997 — 2002
BA
Dennis Leslie's Wellington Management Experience February 2012 - July 2012
Job Senior Software Engineer at Quilion Consulting Group
Industry Information Technology and Services
Experience
Quilion Consulting Group January 2015 - Present
The Nexxus Group September 2014 - November 2014
University of New Hampshire August 2014 - November 2014
Unitel April 2014 - August 2014
Meta Pharmaceutical Services March 2014 - May 2014
Genius Switch Studio November 2013 - December 2013
Tackle Marketing Group September 2012 - October 2013
Wellington Management February 2012 - July 2012
ConEst Software Systems November 2011 - December 2011
Physicians Office Resource March 2011 - October 2011
Skills
ASP.NET, Microsoft SQL Server, C#, .NET, Web Services, Visual Studio, VB.NET, JavaScript, Agile Methodologies, Databases, Web Applications, Software Development, Web Development, IIS, AJAX, jQuery, WCF
Education
State University of New York at Buffalo
Bachelor's Degree, Electrical and Electronics Engineering
Erie Community College
Quilion Consulting Group January 2015 - Present
The Nexxus Group September 2014 - November 2014
University of New Hampshire August 2014 - November 2014
Unitel April 2014 - August 2014
Meta Pharmaceutical Services March 2014 - May 2014
Genius Switch Studio November 2013 - December 2013
Tackle Marketing Group September 2012 - October 2013
Wellington Management February 2012 - July 2012
ConEst Software Systems November 2011 - December 2011
Physicians Office Resource March 2011 - October 2011
Skills
ASP.NET, Microsoft SQL Server, C#, .NET, Web Services, Visual Studio, VB.NET, JavaScript, Agile Methodologies, Databases, Web Applications, Software Development, Web Development, IIS, AJAX, jQuery, WCF
Education
State University of New York at Buffalo
Bachelor's Degree, Electrical and Electronics Engineering
Erie Community College
Matthew Stover's Wellington Management Experience March 2002 - December 2009
Job Equity Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Girija Verma's Wellington Management Experience 2003 - 2007
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Kinara Inc. September 2008 - Present
Wellington Management 2003 - 2007
IT Consulting 2000 - 2003
Cohesive Technologies 1997 - 2000
Fidelity Investments 1993 - 1997
Andersen Consulting (Accenture) 1988 - 1992
Education
Gujarat University 1981 — 1984
B.Com
University of Rhode Island - College of Business Administration
MBA
Kinara Inc. September 2008 - Present
Wellington Management 2003 - 2007
IT Consulting 2000 - 2003
Cohesive Technologies 1997 - 2000
Fidelity Investments 1993 - 1997
Andersen Consulting (Accenture) 1988 - 1992
Education
Gujarat University 1981 — 1984
B.Com
University of Rhode Island - College of Business Administration
MBA
Sandra Lefenfeld's Wellington Management Experience September 2000 - April 2005
Job Counsel International at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management - International May 2008 - Present
FunFatale Trio November 2013 - Present
Neighborhood Legal Services May 2005 - May 2008
Wellington Management September 2000 - April 2005
Education
Harvard Law School 1997 — 2000
Doctor of Law (JD)
Wellesley College
Bachelor of Arts (BA), Philosophy & Political Science
Natixis Global Asset Management - International May 2008 - Present
FunFatale Trio November 2013 - Present
Neighborhood Legal Services May 2005 - May 2008
Wellington Management September 2000 - April 2005
Education
Harvard Law School 1997 — 2000
Doctor of Law (JD)
Wellesley College
Bachelor of Arts (BA), Philosophy & Political Science
Jess Blair's Wellington Management Experience July 2008 - June 2010
Job Executive Assistant at Golin
Industry Investment Management
Experience
Grosvenor Capital Management, L.P September 2013 - July 2015
THL Credit, Inc. February 2013 - September 2013
The Baupost Group June 2010 - January 2013
Wentworth Institute of Technology July 2010 - February 2012
Wellington Management July 2008 - June 2010
GMO May 2007 - July 2008
Skills
Bloomberg, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, Marketing
Education
Endicott College 2001 — 2005
BA, Sports Management
Grosvenor Capital Management, L.P September 2013 - July 2015
THL Credit, Inc. February 2013 - September 2013
The Baupost Group June 2010 - January 2013
Wentworth Institute of Technology July 2010 - February 2012
Wellington Management July 2008 - June 2010
GMO May 2007 - July 2008
Skills
Bloomberg, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Management, Marketing
Education
Endicott College 2001 — 2005
BA, Sports Management
Ted Shasta's Wellington Management Experience March 1996 - June 2009
Job Director at ACE Group
Industry Insurance
Experience
ACE Group May 2010 - Present
MBIA August 2009 - Present
ACE Group November 2009 - May 2010
Wellington Management March 1996 - June 2009
Skills
Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Investments, Alternative Investments, Asset Managment, Equities
Education
Harvard University 1969 — 1973
AB, Liberal Arts
ACE Group May 2010 - Present
MBIA August 2009 - Present
ACE Group November 2009 - May 2010
Wellington Management March 1996 - June 2009
Skills
Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Investments, Alternative Investments, Asset Managment, Equities
Education
Harvard University 1969 — 1973
AB, Liberal Arts
Brian Conroy's Wellington Management Experience June 2012 - Present
Job Fixed Income Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2012 - Present
Wellington Management 2011 - 2011
Susquehanna International Group July 2005 - March 2010
Education
Harvard Business School 2010 — 2012
MBA
Harvard University 2001 — 2005
AB, Applied Math, Economics
Wellington Management June 2012 - Present
Wellington Management 2011 - 2011
Susquehanna International Group July 2005 - March 2010
Education
Harvard Business School 2010 — 2012
MBA
Harvard University 2001 — 2005
AB, Applied Math, Economics
Betsy Harper's Wellington Management Experience 1994 - 1998
Job Energy Project Coordinator at MA Department of Housing and Community Development (HDCD)
Industry Renewables & Environment
Experience
MA Department of Housing and Community Development (HDCD) May 2013 - Present
CAN-DO Newton Affordable Housing Developer September 2012 - Present
Vermont Energy Investment Corporation January 2009 - August 2012
Himalayan Light Foundation 2012 - 2012
Clean Energy Solutions, Inc. 2008 - 2008
RCG LLC 2005 - 2007
Harper Consulting 2002 - 2004
Wellington Management 1994 - 1998
Putnam Investments 1991 - 1994
McKinsey & Company 1984 - 1988
Skills
Energy Efficiency, Sustainability, Strategic Planning, Finance, New Business Development, Renewable Energy
Education
Harvard Business School 1982 — 1984
MBA, Finance, General
Williams College 1975 — 1979
Bachelor's degree, Economics
MA Department of Housing and Community Development (HDCD) May 2013 - Present
CAN-DO Newton Affordable Housing Developer September 2012 - Present
Vermont Energy Investment Corporation January 2009 - August 2012
Himalayan Light Foundation 2012 - 2012
Clean Energy Solutions, Inc. 2008 - 2008
RCG LLC 2005 - 2007
Harper Consulting 2002 - 2004
Wellington Management 1994 - 1998
Putnam Investments 1991 - 1994
McKinsey & Company 1984 - 1988
Skills
Energy Efficiency, Sustainability, Strategic Planning, Finance, New Business Development, Renewable Energy
Education
Harvard Business School 1982 — 1984
MBA, Finance, General
Williams College 1975 — 1979
Bachelor's degree, Economics
Peg Pike's Wellington Management Experience July 2006 - December 2012
Job COO at Brouwer & Janachowski
Industry Investment Management
Experience
Brouwer & Janachowski LLC July 2014 - Present
M.P. Associates January 2013 - June 2014
Wellington Management July 2006 - December 2012
Rampart Investment Management January 2003 - July 2006
J.P. Morgan January 1999 - March 2000
J.P. Morgan January 1997 - February 1999
Fidelity Investments January 1996 - February 1997
Andersen Consulting (now Accenture) August 1990 - December 1995
Skills
Risk Management, Capital Markets, Alternative Investments, Investments, Equity Derivatives, Hedge Funds, Asset Management, Investment Management, Asset Allocation, Equities, Securities, Mutual Funds, Derivatives, Bonds, Change Management, Valuation, Financial Modeling, Equity Research
Education
Harvard University Graduate School of Education 1989 — 1990
Master of Education (MEd), Math and Science
University of New Hampshire 1981 — 1984
Bachelor's degree, Biochemistry
Brouwer & Janachowski LLC July 2014 - Present
M.P. Associates January 2013 - June 2014
Wellington Management July 2006 - December 2012
Rampart Investment Management January 2003 - July 2006
J.P. Morgan January 1999 - March 2000
J.P. Morgan January 1997 - February 1999
Fidelity Investments January 1996 - February 1997
Andersen Consulting (now Accenture) August 1990 - December 1995
Skills
Risk Management, Capital Markets, Alternative Investments, Investments, Equity Derivatives, Hedge Funds, Asset Management, Investment Management, Asset Allocation, Equities, Securities, Mutual Funds, Derivatives, Bonds, Change Management, Valuation, Financial Modeling, Equity Research
Education
Harvard University Graduate School of Education 1989 — 1990
Master of Education (MEd), Math and Science
University of New Hampshire 1981 — 1984
Bachelor's degree, Biochemistry
Nami Park's Wellington Management Experience 2003 - 2008
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock 2011 - Present
Independent Consultant 2008 - 2010
Wellington Management 2003 - 2008
Deutsche Bank 1999 - 2003
James D. Wolfensohn Incorporated / BT Wolfensohn 1989 - 1999
Skills
Investment Management, Global Strategy, Global Business..., Product Innovation, Innovation Management, Product Development, Intrapreneurship, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Entrepreneurship, Capital Markets, Fixed Income, Strategic Planning, Big Data, Fundraising
Education
Tsinghua University 2003 — 2003
Chinese
Parsons School of Design 1989 — 1991
Continuing Education, Fashion/Apparel Design
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Wellesley College 1981 — 1985
Bachelor of Arts (BA), Economics and Spanish
Universidad de Sevilla 1983 — 1983
Spanish
BlackRock 2011 - Present
Independent Consultant 2008 - 2010
Wellington Management 2003 - 2008
Deutsche Bank 1999 - 2003
James D. Wolfensohn Incorporated / BT Wolfensohn 1989 - 1999
Skills
Investment Management, Global Strategy, Global Business..., Product Innovation, Innovation Management, Product Development, Intrapreneurship, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Entrepreneurship, Capital Markets, Fixed Income, Strategic Planning, Big Data, Fundraising
Education
Tsinghua University 2003 — 2003
Chinese
Parsons School of Design 1989 — 1991
Continuing Education, Fashion/Apparel Design
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Wellesley College 1981 — 1985
Bachelor of Arts (BA), Economics and Spanish
Universidad de Sevilla 1983 — 1983
Spanish
Stefan Haselwandter's Wellington Management Experience 2007 - Present
Job
Industry Investment Management
Experience
Wellington Management 2007 - Present
Bain Capital 2005 - 2007
Bain & Company 2001 - 2003
Goldman Sachs 1999 - 2000
Skills
Private Equity, Alternative Investments, Investment Management, Investments, Portfolio Management, Asset Managment, Equities, Fixed Income, Asset Allocation, Capital Markets, Institutional Business..., New Business Development, Sales&Marketing, Sales, Relationship Management, Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Business Development, Investment Banking, Risk Management, Finance, Strategy
Education
Harvard Business School 2003 — 2005
MBA
London School of Economics and Political Science 1996 — 1999
BSc
Wellington Management 2007 - Present
Bain Capital 2005 - 2007
Bain & Company 2001 - 2003
Goldman Sachs 1999 - 2000
Skills
Private Equity, Alternative Investments, Investment Management, Investments, Portfolio Management, Asset Managment, Equities, Fixed Income, Asset Allocation, Capital Markets, Institutional Business..., New Business Development, Sales&Marketing, Sales, Relationship Management, Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Business Development, Investment Banking, Risk Management, Finance, Strategy
Education
Harvard Business School 2003 — 2005
MBA
London School of Economics and Political Science 1996 — 1999
BSc
Troy Kelly's Wellington Management Experience July 2014 - Present
Job Systems Engineer Network/Telco
Industry Computer Networking
Experience
Wellington Management July 2014 - Present
Oracle June 2013 - July 2014
Oracle October 2010 - June 2013
Phase Forward November 2008 - October 2010
Phase Forward September 2006 - November 2008
Athol Credit Union May 2003 - September 2006
Skills
Cisco Technologies, Network Security, Cisco Certified, Cisco Nexus, Cisco IOS, Cisco VPN, Cisco NX-OS, IPSec, L2/L3 protocols, LAN-WAN, IP, NAT, Secure Remote Access, Solarwinds, RSA SecurID, ISAKMP, ACL, STP, HSRP, TACACS+, RADIUS, AAA
Education
Fitchburg State University 1995 — 2001
BS, Business Administration
Wellington Management July 2014 - Present
Oracle June 2013 - July 2014
Oracle October 2010 - June 2013
Phase Forward November 2008 - October 2010
Phase Forward September 2006 - November 2008
Athol Credit Union May 2003 - September 2006
Skills
Cisco Technologies, Network Security, Cisco Certified, Cisco Nexus, Cisco IOS, Cisco VPN, Cisco NX-OS, IPSec, L2/L3 protocols, LAN-WAN, IP, NAT, Secure Remote Access, Solarwinds, RSA SecurID, ISAKMP, ACL, STP, HSRP, TACACS+, RADIUS, AAA
Education
Fitchburg State University 1995 — 2001
BS, Business Administration
Andria Weil's Wellington Management Experience President, Board of Trustees; Trustee memberSolomon Schechter of Greater Boston2007 - Present
Job Consultant Relations Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management President, Board of Trustees; Trustee memberSolomon Schechter of Greater Boston2007 - Present
Harvard Management Company August 2006 - March 2008
Harvard University March 2004 - August 2006
Skills
Due Diligence, Equities, Investments, Valuation, Asset Managment, Financial Modeling, Strategic Planning, Financial Analysis, Hedge Funds, Business Strategy, Fixed Income, Project Management, Private Equity, Bloomberg, Capital Markets, Derivatives, Leadership Development
Education
Harvard Business School 1999 — 2011
MBA, Business, Finance
Purdue University
BS, Economics
Wellington Management President, Board of Trustees; Trustee memberSolomon Schechter of Greater Boston2007 - Present
Harvard Management Company August 2006 - March 2008
Harvard University March 2004 - August 2006
Skills
Due Diligence, Equities, Investments, Valuation, Asset Managment, Financial Modeling, Strategic Planning, Financial Analysis, Hedge Funds, Business Strategy, Fixed Income, Project Management, Private Equity, Bloomberg, Capital Markets, Derivatives, Leadership Development
Education
Harvard Business School 1999 — 2011
MBA, Business, Finance
Purdue University
BS, Economics
Michael Feder's Wellington Management Experience December 2011 - Present
Job Global Head of Tax at Wellington Management
Industry Accounting
Experience
Wellington Management December 2011 - Present
PricewaterhouseCoopers September 1999 - December 2011
Education
Harvard Law School 1993 — 1996
JD, Law
Wellington Management December 2011 - Present
PricewaterhouseCoopers September 1999 - December 2011
Education
Harvard Law School 1993 — 1996
JD, Law
Joi Cregler's Wellington Management Experience 1994 - 1998
Job Attorney
Industry Law Practice
Experience
Village of Oak Park 2014 - 2015
Applegate & Thorne-Thomsen, P.C. 2010 - 2014
Oak Park Residence Corporation 2007 - 2012
Loyola University Chicago February 2007 - January 2008
DLA Piper January 2003 - September 2006
U.S. Securities and Exchange Commission June 2001 - August 2001
Wellington Management 1994 - 1998
Skills
Affordable Housing, Commercial Real Estate, Appeals, Real Estate, Tax Credits, Real Estate Development, Legal Compliance, Securities, General Corporate..., Investments, Intellectual Property
Education
Harvard Law School 1999 — 2002
J.D. (2002)
Harvard College
A.B. (1998) cum laude
Village of Oak Park 2014 - 2015
Applegate & Thorne-Thomsen, P.C. 2010 - 2014
Oak Park Residence Corporation 2007 - 2012
Loyola University Chicago February 2007 - January 2008
DLA Piper January 2003 - September 2006
U.S. Securities and Exchange Commission June 2001 - August 2001
Wellington Management 1994 - 1998
Skills
Affordable Housing, Commercial Real Estate, Appeals, Real Estate, Tax Credits, Real Estate Development, Legal Compliance, Securities, General Corporate..., Investments, Intellectual Property
Education
Harvard Law School 1999 — 2002
J.D. (2002)
Harvard College
A.B. (1998) cum laude
Edward J ODonnell III, CFA, CAIA's Wellington Management Experience 2003 - 2008
Job Director, Head of Liquid Real Assets Americas GCG at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
NEPC 2008 - 2011
Wellington Management 2003 - 2008
Wellington Management 1998 - 2003
State Street 1996 - 1998
The Fessenden School 1994 - 1996
Skills
Investor Relations, Marketing, Alternative Investments, Emerging Markets, Consultant Relations, Commodities, Relationship Management, Product Management, Natural Resources, Endowments, Foundations, Pensions, Alternative Assets, Asset Allocation, New Business Development, Series 7, Series 63, CAIA, Private Equity, Product Development, Relationship Marketing, Superior Client Service, Chartered Financial..., Institutional Investors, Presentations, New Business Generation, Thought Leadership, Strategic Consulting, Capital Markets, Solution Development, Solutions Marketing, Institutional..., Investment Management, Investments, Due Diligence, Strategy, Fund Of Funds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Investment Strategies, Management, Financial Services, Securities
Education
Sciences Po 1992 — 1994
MSF
Georgetown University 1988 — 1992
BS
NEPC 2008 - 2011
Wellington Management 2003 - 2008
Wellington Management 1998 - 2003
State Street 1996 - 1998
The Fessenden School 1994 - 1996
Skills
Investor Relations, Marketing, Alternative Investments, Emerging Markets, Consultant Relations, Commodities, Relationship Management, Product Management, Natural Resources, Endowments, Foundations, Pensions, Alternative Assets, Asset Allocation, New Business Development, Series 7, Series 63, CAIA, Private Equity, Product Development, Relationship Marketing, Superior Client Service, Chartered Financial..., Institutional Investors, Presentations, New Business Generation, Thought Leadership, Strategic Consulting, Capital Markets, Solution Development, Solutions Marketing, Institutional..., Investment Management, Investments, Due Diligence, Strategy, Fund Of Funds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Investment Strategies, Management, Financial Services, Securities
Education
Sciences Po 1992 — 1994
MSF
Georgetown University 1988 — 1992
BS
Catriona Duncan's Wellington Management Experience June 2013 - September 2013
Job Equity Analyst, Cupps Capital Management
Industry Investment Management
Experience
Cupps Capital Management July 2014 - Present
Balyasny Asset Management L.P. January 2014 - April 2014
Wellington Management June 2013 - September 2013
Morgan Creek Capital Management July 2008 - May 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Economics, Finance, Honors
Harvard University 2004 — 2008
Bachelor's Degree, Government, English
Cupps Capital Management July 2014 - Present
Balyasny Asset Management L.P. January 2014 - April 2014
Wellington Management June 2013 - September 2013
Morgan Creek Capital Management July 2008 - May 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Economics, Finance, Honors
Harvard University 2004 — 2008
Bachelor's Degree, Government, English
Hari Kabra's Wellington Management Experience July 2012 - Present
Job Analyst at Wellington Management Company, LLC
Industry Investment Management
Experience
Wellington Management July 2012 - Present
Skills
Bloomberg, Data Analysis, Financial Modeling, Visio, Research, VBA, R, Financial Analysis, Statistics, Valuation, Microsoft Office, SQL
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Industrial and Systems Engineering
Wellington Management July 2012 - Present
Skills
Bloomberg, Data Analysis, Financial Modeling, Visio, Research, VBA, R, Financial Analysis, Statistics, Valuation, Microsoft Office, SQL
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Industrial and Systems Engineering
Sean Kearney's Wellington Management Experience August 2013 - Present
Job Vice President, Manager, Trust Administration at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2013 - Present
Wellington Management March 2012 - August 2013
J.P. Morgan January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments May 2005 - April 2006
State Street July 1999 - May 2005
Skills
Fund Administration, Financial Reporting, Bloomberg, Mutual Funds, Accounting, Fixed Income, Financial Services, Fund Accounting, Asset Management, Derivatives, Equities, Hedge Funds, Corporate Actions, Investments, Securities, Alternative Investments, Valuation, Portfolio Management, Capital Markets, Cash Management, Private Equity, Investment Management, Financial Risk, Global Custody, Risk Management
Education
Framingham State University 1995 — 1999
bs, Business Administration
Wellington Management August 2013 - Present
Wellington Management March 2012 - August 2013
J.P. Morgan January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments May 2005 - April 2006
State Street July 1999 - May 2005
Skills
Fund Administration, Financial Reporting, Bloomberg, Mutual Funds, Accounting, Fixed Income, Financial Services, Fund Accounting, Asset Management, Derivatives, Equities, Hedge Funds, Corporate Actions, Investments, Securities, Alternative Investments, Valuation, Portfolio Management, Capital Markets, Cash Management, Private Equity, Investment Management, Financial Risk, Global Custody, Risk Management
Education
Framingham State University 1995 — 1999
bs, Business Administration
Richard (Dick) Press's Wellington Management Experience 1994 - 2006
Job Director at Millwall Football Club
Industry Financial Services
Experience
Green Brick Partners, Inc October 2014 - Present
Millwall Football Club 2010 - Present
RMF/CRICO 2006 - Present
Housing Authority Insurance Group 2006 - December 2014
Flexible Medical Systems 2010 - September 2014
Belmont Country Club 2006 - 2012
Museum of Contemporary Photography 1986 - 2012
Transatlantic Holdings 2006 - March 2011
Pomeroy IT Solutions 2007 - 2010
Wellington Management 1994 - 2006
Skills
Investments, Asset Managment, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Alternative Investments, Insurance, Private Equity, Investment Strategies, Finance, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Securities, Financial Services, Equities, Strategic Planning, Wealth Management, Mutual Funds, Fixed Income, Valuation, Financial Modeling, Strategic Financial..., Bloomberg, Investment Management, Venture Capital, Bonds
Education
Harvard Business School 1962 — 1964
MBA, Finance
Brown University 1956 — 1960
BA, Economics
Poly Prep CDS 1952 — 1956
Green Brick Partners, Inc October 2014 - Present
Millwall Football Club 2010 - Present
RMF/CRICO 2006 - Present
Housing Authority Insurance Group 2006 - December 2014
Flexible Medical Systems 2010 - September 2014
Belmont Country Club 2006 - 2012
Museum of Contemporary Photography 1986 - 2012
Transatlantic Holdings 2006 - March 2011
Pomeroy IT Solutions 2007 - 2010
Wellington Management 1994 - 2006
Skills
Investments, Asset Managment, Portfolio Management, Asset Management, Risk Management, Financial Analysis, Alternative Investments, Insurance, Private Equity, Investment Strategies, Finance, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Securities, Financial Services, Equities, Strategic Planning, Wealth Management, Mutual Funds, Fixed Income, Valuation, Financial Modeling, Strategic Financial..., Bloomberg, Investment Management, Venture Capital, Bonds
Education
Harvard Business School 1962 — 1964
MBA, Finance
Brown University 1956 — 1960
BA, Economics
Poly Prep CDS 1952 — 1956
Pamela Aldridge's Wellington Management Experience January 2011 - July 2011
Job Partner at Domeyard LP
Industry Investment Management
Experience
Domeyard LP February 2015 - Present
Sankaty Advisors July 2013 - February 2015
Sankaty Advisors June 2012 - February 2015
Northeastern University September 2007 - May 2012
Wellington Management January 2011 - July 2011
Bain Capital January 2010 - June 2010
Skills
Analysis, Microsoft Excel, Management, Bloomberg, Financial Analysis, Portfolio Management, Financial Modeling, Access, Data Analysis, PowerPoint, Investments, Outlook, Microsoft Office, Microsoft Word, Fund Administration, Hedge Funds
Education
Northeastern University 2008 — 2012
Bachelors of Business Administration, Finance & MIS
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
Summer Intensive, International Business
Domeyard LP February 2015 - Present
Sankaty Advisors July 2013 - February 2015
Sankaty Advisors June 2012 - February 2015
Northeastern University September 2007 - May 2012
Wellington Management January 2011 - July 2011
Bain Capital January 2010 - June 2010
Skills
Analysis, Microsoft Excel, Management, Bloomberg, Financial Analysis, Portfolio Management, Financial Modeling, Access, Data Analysis, PowerPoint, Investments, Outlook, Microsoft Office, Microsoft Word, Fund Administration, Hedge Funds
Education
Northeastern University 2008 — 2012
Bachelors of Business Administration, Finance & MIS
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
Summer Intensive, International Business
Shiwen Lin's Wellington Management Experience March 2013 - Present
Job Wellington Management
Industry Investment Banking
Experience
Wellington Management March 2013 - Present
Education
Georgia Institute of Technology 2011 — 2013
MS, Quantiative & Computational Finance
Peking University 2007 — 2011
BS, Electrical Engineering, Economics
Wellington Management March 2013 - Present
Education
Georgia Institute of Technology 2011 — 2013
MS, Quantiative & Computational Finance
Peking University 2007 — 2011
BS, Electrical Engineering, Economics
Adam Berger's Wellington Management Experience April 2012 - Present
Job Asset Allocation Strategist
Industry Financial Services
Experience
Wellington Management April 2012 - Present
AQR Capital Management February 2007 - February 2012
Goldman Sachs July 1995 - January 2007
Education
Wharton School, University of Pennsylvania 2000 — 2002
Masters, Business Administration
Harvard College 1991 — 1995
A.B., Philosophy
Wellington Management April 2012 - Present
AQR Capital Management February 2007 - February 2012
Goldman Sachs July 1995 - January 2007
Education
Wharton School, University of Pennsylvania 2000 — 2002
Masters, Business Administration
Harvard College 1991 — 1995
A.B., Philosophy
Yuichiro Soda's Wellington Management Experience August 2010 - Present
Job Relationship Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
SPARX Asset Management Co., Ltd. April 2007 - August 2010
Skills
Chartered Financial...
Education
Hitotsubashi University 2005 — 2007
Master of Arts (M.A.), Economics
Hitotsubashi University 2001 — 2005
Bachelor of Commerce (BCom)
Wellington Management August 2010 - Present
SPARX Asset Management Co., Ltd. April 2007 - August 2010
Skills
Chartered Financial...
Education
Hitotsubashi University 2005 — 2007
Master of Arts (M.A.), Economics
Hitotsubashi University 2001 — 2005
Bachelor of Commerce (BCom)
Clark Shields's Wellington Management Experience June 2015 - Present
Job Equities Research at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
George Lodge's Wellington Management Experience 1993 - 2010
Job Investment Management Professional
Industry Investment Management
Experience
Wellington Management 1993 - 2010
Education
Harvard Business School 1985 — 1987
MBA
Georgetown University 1976 — 1980
BSFS, Foreign Service
Wellington Management 1993 - 2010
Education
Harvard Business School 1985 — 1987
MBA
Georgetown University 1976 — 1980
BSFS, Foreign Service
Duncan Stafford's Wellington Management Experience May 2015 - Present
Job at
Industry Human Resources
Experience
Wellington Management May 2015 - Present
Mercer October 2012 - Present
Skills
Customer Service, Employee Benefits
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Wellington Management May 2015 - Present
Mercer October 2012 - Present
Skills
Customer Service, Employee Benefits
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC