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
Satyapal Kesireddy Satyapal Kesireddy's Wellington Management Experience May 2010 - January 2015
Job Oracle DBA
Industry Information Technology and Services
Experience
Kohl's Department Stores January 2015 - Present
Wellington Management May 2010 - January 2015
Tech Mahindra (formerly Mahindra Satyam) May 2008 - June 2010
Skills
Oracle RAC, Oracle Enterprise..., PL/SQL, Performance Tuning, Data Guard, Oracle ASM, RMAN, Oracle Database..., Unix, Microsoft SQL Server, Replication, Database Administration, Red Hat Linux, Databases, Oracle, SQL, Shell Scripting, Data Migration, SQL Tuning, Linux, Solaris
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech)
Kohl's Department Stores January 2015 - Present
Wellington Management May 2010 - January 2015
Tech Mahindra (formerly Mahindra Satyam) May 2008 - June 2010
Skills
Oracle RAC, Oracle Enterprise..., PL/SQL, Performance Tuning, Data Guard, Oracle ASM, RMAN, Oracle Database..., Unix, Microsoft SQL Server, Replication, Database Administration, Red Hat Linux, Databases, Oracle, SQL, Shell Scripting, Data Migration, SQL Tuning, Linux, Solaris
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech)
Kunal Surana Kunal Surana's Wellington Management Experience 2007 - 2008
Job data scientist | strategist | business enabler
Industry Information Services
Experience
Cognizant Technology Solutions 2013 - Present
Web Persuasion 2008 - 2013
Wellington Management 2007 - 2008
Harvard Management Company 2006 - 2007
DRW Trading 2004 - 2006
Skills
Data Science, Machine Learning, Econometric Modeling..., Statistical Analysis, Omniture SiteCatalyst, A/B Testing, Multivariate Testing, Digital Acquisitions, Adobe (Omniture) Suite, Digital Analytics, Google Analytics, Optimization, Web Analytics, Mobile Analytics, Business Analytics, Collaborative Filtering, Recommender Systems, SiteCatalyst, Hadoop (Cloudera), Python, Java, Mathematica, Matlab, R, Microsoft Excel, SQL, Credit, JavaScript, jQuery, MySQL, Business Analysis, Derivatives
Education
UC Berkeley School of Information 2014 — 2016
Master of Information and Data Science, Data Science
M.I.T. 2003 — 2004
Master of Engineering (MEng), Electrical Engineering and Computer Science
M.I.T. 1998 — 2004
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Cognizant Technology Solutions 2013 - Present
Web Persuasion 2008 - 2013
Wellington Management 2007 - 2008
Harvard Management Company 2006 - 2007
DRW Trading 2004 - 2006
Skills
Data Science, Machine Learning, Econometric Modeling..., Statistical Analysis, Omniture SiteCatalyst, A/B Testing, Multivariate Testing, Digital Acquisitions, Adobe (Omniture) Suite, Digital Analytics, Google Analytics, Optimization, Web Analytics, Mobile Analytics, Business Analytics, Collaborative Filtering, Recommender Systems, SiteCatalyst, Hadoop (Cloudera), Python, Java, Mathematica, Matlab, R, Microsoft Excel, SQL, Credit, JavaScript, jQuery, MySQL, Business Analysis, Derivatives
Education
UC Berkeley School of Information 2014 — 2016
Master of Information and Data Science, Data Science
M.I.T. 2003 — 2004
Master of Engineering (MEng), Electrical Engineering and Computer Science
M.I.T. 1998 — 2004
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Cory Monroe, CFA Cory Monroe, CFA's Wellington Management Experience April 2015 - Present
Job
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Wellington Management December 2010 - April 2015
Cambridge Place Investment Management May 2008 - December 2010
Cambridge Place Investment Management July 2005 - December 2010
Percipio Capital Management September 2004 - April 2005
Putnam Investments June 2004 - August 2004
Analysis Group August 2001 - August 2003
Tallán June 1999 - May 2001
Skills
Fixed Income, VBA, Quantitative Analysis, Portfolio Management, SAS, R, Econometrics, Risk Management, Matlab, SQL, Visual Basic, Python, Eviews, Bloomberg, C++, Perl, Java, Forecasting, Software Development, Economic Research, .NET, Hedge Funds, Financial Modeling, Derivatives, Asset Management, Quantitative Finance, Corporate Finance, Valuation, Investments, Financial Analysis, CMBS, Structured Finance, Residential Mortgages, Intex, Chartered Financial..., MBA, Credit Derivatives, Quantitative Analytics, Alternative Investments, Finance, Bonds, Structured Products
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA, Finance
St. Lawrence University 1995 — 1999
B.A., Economics, Computer Science, Management
SYMMYS - ARPM Bootcamp 2013 — 2013
Advanced Risk and Portfolio Management
Wellington Management April 2015 - Present
Wellington Management December 2010 - April 2015
Cambridge Place Investment Management May 2008 - December 2010
Cambridge Place Investment Management July 2005 - December 2010
Percipio Capital Management September 2004 - April 2005
Putnam Investments June 2004 - August 2004
Analysis Group August 2001 - August 2003
Tallán June 1999 - May 2001
Skills
Fixed Income, VBA, Quantitative Analysis, Portfolio Management, SAS, R, Econometrics, Risk Management, Matlab, SQL, Visual Basic, Python, Eviews, Bloomberg, C++, Perl, Java, Forecasting, Software Development, Economic Research, .NET, Hedge Funds, Financial Modeling, Derivatives, Asset Management, Quantitative Finance, Corporate Finance, Valuation, Investments, Financial Analysis, CMBS, Structured Finance, Residential Mortgages, Intex, Chartered Financial..., MBA, Credit Derivatives, Quantitative Analytics, Alternative Investments, Finance, Bonds, Structured Products
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA, Finance
St. Lawrence University 1995 — 1999
B.A., Economics, Computer Science, Management
SYMMYS - ARPM Bootcamp 2013 — 2013
Advanced Risk and Portfolio Management
Viraj Vora, CFA Viraj Vora, CFA's Wellington Management Experience June 2009 - August 2009
Job Senior Associate at Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group June 2014 - Present
Putnam Investments July 2011 - April 2014
The Blackstone Group June 2010 - August 2010
Wellington Management June 2009 - August 2009
Ivy Insiders April 2008 - August 2008
Skills
Financial Modeling, Fundamental Research, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Excel models, Python, Matlab, VBA, SQL, Fixed Income, High Yield Bonds, Leveraged Loans, Equities, Relative Value, Trading, Valuation, Research, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BA, International Studies
Wharton School, University of Pennsylvania 2007 — 2011
BS, Finance, Operations & Information Management
Indian School of Business 2009 — 2009
International Finance
Wayland High School 2004 — 2007
Post Advisory Group June 2014 - Present
Putnam Investments July 2011 - April 2014
The Blackstone Group June 2010 - August 2010
Wellington Management June 2009 - August 2009
Ivy Insiders April 2008 - August 2008
Skills
Financial Modeling, Fundamental Research, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Excel models, Python, Matlab, VBA, SQL, Fixed Income, High Yield Bonds, Leveraged Loans, Equities, Relative Value, Trading, Valuation, Research, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BA, International Studies
Wharton School, University of Pennsylvania 2007 — 2011
BS, Finance, Operations & Information Management
Indian School of Business 2009 — 2009
International Finance
Wayland High School 2004 — 2007
Christian Rodriguez's Wellington Management Experience August 2008 - December 2008
Job Traveler. Entrepreneur.
Industry Internet
Experience
Clickstre.am June 2014 - Present
Fairshare June 2014 - Present
Burstworks October 2012 - Present
LuckyLabs Inc. June 2012 - September 2012
Getco LLC January 2011 - September 2012
The Little Big Company December 2010 - September 2012
Adnamic, acquired by Magnetic January 2009 - May 2012
Wellington Management August 2008 - December 2008
MIT UPOP 2006 - 2008
King-eClient May 2007 - August 2007
Skills
New Business Development, Entrepreneurship, Product Development, Business Analytics, Competitive Analysis, Online Advertising, Display Advertising, RTB, JavaScript, Web Analytics, SEO, Business Strategy, Business Operations, Product Marketing, Recruiting, Advertising Sales, Social Marketing, Programming, Demand Side Platform, Mobile Advertising, Facebook Marketing, Online Gaming, Mobile Games, Chrome Extensions, Firefox Extensions, Python, PHP, Ruby, College Recruiting, Web Development, Internet Entrepreneur, Lead Generation, Affiliate Marketing, Business Development, Social Networking, SEM, PPC, Start-ups, Analytics
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelors in Management Science, Coursework in finance, marketing, and computer science
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
SB, Management
Universidad Complutense de Madrid 2007 — 2007
Semester Abroad, Teoria de Juegos (Game Theory)
Belen Jesuit Preparatory High School 2000 — 2004
St. Timothy's
Clickstre.am June 2014 - Present
Fairshare June 2014 - Present
Burstworks October 2012 - Present
LuckyLabs Inc. June 2012 - September 2012
Getco LLC January 2011 - September 2012
The Little Big Company December 2010 - September 2012
Adnamic, acquired by Magnetic January 2009 - May 2012
Wellington Management August 2008 - December 2008
MIT UPOP 2006 - 2008
King-eClient May 2007 - August 2007
Skills
New Business Development, Entrepreneurship, Product Development, Business Analytics, Competitive Analysis, Online Advertising, Display Advertising, RTB, JavaScript, Web Analytics, SEO, Business Strategy, Business Operations, Product Marketing, Recruiting, Advertising Sales, Social Marketing, Programming, Demand Side Platform, Mobile Advertising, Facebook Marketing, Online Gaming, Mobile Games, Chrome Extensions, Firefox Extensions, Python, PHP, Ruby, College Recruiting, Web Development, Internet Entrepreneur, Lead Generation, Affiliate Marketing, Business Development, Social Networking, SEM, PPC, Start-ups, Analytics
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelors in Management Science, Coursework in finance, marketing, and computer science
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
SB, Management
Universidad Complutense de Madrid 2007 — 2007
Semester Abroad, Teoria de Juegos (Game Theory)
Belen Jesuit Preparatory High School 2000 — 2004
St. Timothy's
Dillon de Bie Dillon de Bie's Wellington Management Experience December 2014 - Present
Job Fixed Income Trading at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2014 - Present
Barclays Investment Bank February 2014 - August 2014
Hercules Technology Growth Capital June 2012 - December 2012
Algorithmic Trading in Virtual Markets May 2008 - December 2012
Borealis Global Energy May 2011 - September 2011
Rogers Video March 2009 - October 2009
Calgary Co-op February 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, C#, Database Administration, Database Design, Valuation Modeling, Financial Modeling, MySQL, Data Analysis, Economics, Corporate Finance, Research, Lua, Derivatives
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), International Business
Lancaster University 2013 — 2013
Study Abroad
Wellington Management December 2014 - Present
Barclays Investment Bank February 2014 - August 2014
Hercules Technology Growth Capital June 2012 - December 2012
Algorithmic Trading in Virtual Markets May 2008 - December 2012
Borealis Global Energy May 2011 - September 2011
Rogers Video March 2009 - October 2009
Calgary Co-op February 2008 - September 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, C#, Database Administration, Database Design, Valuation Modeling, Financial Modeling, MySQL, Data Analysis, Economics, Corporate Finance, Research, Lua, Derivatives
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), International Business
Lancaster University 2013 — 2013
Study Abroad
Maggie Doyle's Wellington Management Experience July 2013 - Present
Job Administrative Assistant at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2013 - Present
Netrix, LLC September 2012 - May 2013
Stratosphere Networks, LLC March 2011 - August 2012
Cambridge Educational Services August 2007 - March 2011
Oakton Community College April 2007 - May 2009
McGuire Engineers May 2003 - January 2007
Skills
Recruiting, Human Resources, Strategic Planning, Customer Service, Project Management, Training, Problem Solving, Hiring Personnel, Employee Relations, Employee Benefits, Employee Management, Public Speaking, Strategic Thinking, Program Facilitation, Program Management, Adult Education, Vendor Relationships, Event Planning, Service Coordination, Work Standardization, Conflict Management, Terminations, Health Insurance, Sales
Education
Northeastern Illinois University 2008 — 2009
MA, English Lit
Loyola University Chicago 2005 — 2007
BA, English Lit, Religious Studies
Wellington Management July 2013 - Present
Netrix, LLC September 2012 - May 2013
Stratosphere Networks, LLC March 2011 - August 2012
Cambridge Educational Services August 2007 - March 2011
Oakton Community College April 2007 - May 2009
McGuire Engineers May 2003 - January 2007
Skills
Recruiting, Human Resources, Strategic Planning, Customer Service, Project Management, Training, Problem Solving, Hiring Personnel, Employee Relations, Employee Benefits, Employee Management, Public Speaking, Strategic Thinking, Program Facilitation, Program Management, Adult Education, Vendor Relationships, Event Planning, Service Coordination, Work Standardization, Conflict Management, Terminations, Health Insurance, Sales
Education
Northeastern Illinois University 2008 — 2009
MA, English Lit
Loyola University Chicago 2005 — 2007
BA, English Lit, Religious Studies
Zachary Sullivan's Wellington Management Experience June 2011 - January 2012
Job Cross Sell Analyst at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance January 2014 - Present
IDEA: Northeastern University's Venture Accelerator August 2013 - June 2014
eFront February 2013 - August 2013
Metrowest Detailing March 2007 - August 2013
Wellington Management June 2011 - January 2012
Garfield Landscaping March 2004 - July 2011
Merrill Lynch April 2009 - June 2009
Education
Northeastern University 2010 — 2014
Bachelor of Science (BS), Finance, 3.75
Institut catholique de Paris 2012 — 2012
Semester Abroad, French Studies, 4.0
University of South Carolina-Columbia 2009 — 2010
Finance, 3.95
Westborough High
Wells Fargo Capital Finance January 2014 - Present
IDEA: Northeastern University's Venture Accelerator August 2013 - June 2014
eFront February 2013 - August 2013
Metrowest Detailing March 2007 - August 2013
Wellington Management June 2011 - January 2012
Garfield Landscaping March 2004 - July 2011
Merrill Lynch April 2009 - June 2009
Education
Northeastern University 2010 — 2014
Bachelor of Science (BS), Finance, 3.75
Institut catholique de Paris 2012 — 2012
Semester Abroad, French Studies, 4.0
University of South Carolina-Columbia 2009 — 2010
Finance, 3.95
Westborough High
Denise Tinsley's Wellington Management Experience April 2013 - July 2013
Job Help Desk Analyst at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance July 2013 - Present
Wellington Management April 2013 - July 2013
Eaton Vance Investment Management July 2012 - March 2013
Boston Medical Center October 2009 - January 2010
Filene's Basement April 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Volunteer Management, Microsoft Word, Event Planning, Youth Development, Research, Help Desk Support, Remote Desktop, VMware, Telephone Skills, Windows 7, Windows XP Pro, Internet Troubleshooting, Windows Remote Desktop, Blackberry, Android, iPhone, RSA SecurID, Troubleshooting, Technical Support, Active Directory, Customer Service, Desktop Computers, Laptops, Office 2010, Microsoft Office 2007, Blackberry Enterprise..., Windows 7 Migration, Software Installation, Remote Troubleshooting, VPN, Time Management, Windows Vista
Education
Year Up Inc. 2012 — 2013
Technical Certificate; B.S, Information Technology; Business Management
Lincoln Technical Institute-Somerville 2009 — 2010
certificate, Medical Administrative Assistant
Eaton Vance July 2013 - Present
Wellington Management April 2013 - July 2013
Eaton Vance Investment Management July 2012 - March 2013
Boston Medical Center October 2009 - January 2010
Filene's Basement April 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Volunteer Management, Microsoft Word, Event Planning, Youth Development, Research, Help Desk Support, Remote Desktop, VMware, Telephone Skills, Windows 7, Windows XP Pro, Internet Troubleshooting, Windows Remote Desktop, Blackberry, Android, iPhone, RSA SecurID, Troubleshooting, Technical Support, Active Directory, Customer Service, Desktop Computers, Laptops, Office 2010, Microsoft Office 2007, Blackberry Enterprise..., Windows 7 Migration, Software Installation, Remote Troubleshooting, VPN, Time Management, Windows Vista
Education
Year Up Inc. 2012 — 2013
Technical Certificate; B.S, Information Technology; Business Management
Lincoln Technical Institute-Somerville 2009 — 2010
certificate, Medical Administrative Assistant
Nidhi Naredi Nidhi Naredi's Wellington Management Experience June 2013 - June 2014
Job Financial Analyst at Applied Materials
Industry Management Consulting
Experience
Wellington Management June 2013 - June 2014
Snell Library - Northeastern University January 2013 - April 2013
Ernst & Young January 2011 - August 2012
Shree Pacetronix Limited 2008 - 2010
M. Mehta & Co. 2005 - 2008
Skills
Big 4, Management Consulting, Microsoft Excel, Valuation, PowerPoint, Financial Modeling, Investments, Finance, Financial Reporting, Due Diligence, Auditing, Internal Controls, Tax Advisory, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Data Analysis, Bloomberg, Cross functional team, Strategy
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Institute of Company Secretaries of India
CS, Company Law
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting, Finance and Taxation
DAVV University, Indore
Bachelors in Commerce, Accounting and Finance
South Indian Cultural Association (SICA School)
High School
Wellington Management June 2013 - June 2014
Snell Library - Northeastern University January 2013 - April 2013
Ernst & Young January 2011 - August 2012
Shree Pacetronix Limited 2008 - 2010
M. Mehta & Co. 2005 - 2008
Skills
Big 4, Management Consulting, Microsoft Excel, Valuation, PowerPoint, Financial Modeling, Investments, Finance, Financial Reporting, Due Diligence, Auditing, Internal Controls, Tax Advisory, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Data Analysis, Bloomberg, Cross functional team, Strategy
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Institute of Company Secretaries of India
CS, Company Law
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting, Finance and Taxation
DAVV University, Indore
Bachelors in Commerce, Accounting and Finance
South Indian Cultural Association (SICA School)
High School
Lotika Rao Lotika Rao's Wellington Management Experience July 2012 - 2014
Job Senior Advisory Consultant
Industry Financial Services
Experience
PwC December 2014 - Present
Charles River Development 2014 - 2014
Wellington Management July 2012 - 2014
Wellington Management July 2011 - July 2012
Charles River Development April 2010 - December 2010
Skills
Business Analysis, Systems Analysis, Customer Experience..., Customer Experience..., Microsoft SQL Server, Business Intelligence, PL/SQL, Quality Assurance, Test Planning, SDLC, Trading Systems, Charles River IMS, Equity Trading, Financial Analysis, Financial Accounting, System Testing, Analysis, User Acceptance Testing, Business Requirements, Requirements Gathering, Testing, Agile & Waterfall..., Agile Methodologies, Agile Project Management, Vendor Management, XML
Education
Northeastern University 2009 — 2011
Master of Science (MS), Information Systems, 3.8/4.0
Maharashtra Institute of Technology 2005 — 2009
B.E, Information Technology, Distinction
PwC December 2014 - Present
Charles River Development 2014 - 2014
Wellington Management July 2012 - 2014
Wellington Management July 2011 - July 2012
Charles River Development April 2010 - December 2010
Skills
Business Analysis, Systems Analysis, Customer Experience..., Customer Experience..., Microsoft SQL Server, Business Intelligence, PL/SQL, Quality Assurance, Test Planning, SDLC, Trading Systems, Charles River IMS, Equity Trading, Financial Analysis, Financial Accounting, System Testing, Analysis, User Acceptance Testing, Business Requirements, Requirements Gathering, Testing, Agile & Waterfall..., Agile Methodologies, Agile Project Management, Vendor Management, XML
Education
Northeastern University 2009 — 2011
Master of Science (MS), Information Systems, 3.8/4.0
Maharashtra Institute of Technology 2005 — 2009
B.E, Information Technology, Distinction
Kaila Araujo Kaila Araujo's Wellington Management Experience August 2015 - Present
Job HR Assistant at Wellington Management
Industry Marketing and Advertising
Experience
Wellington Management August 2015 - Present
Synergy Investments October 2014 - June 2015
Nordstrom May 2014 - August 2014
Nordstrom May 2013 - January 2014
Johnson & Wales University August 2011 - May 2013
Skills
Sales, Customer Experience, Visual Merchandising, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Event Planning, Public Speaking, Microsoft Office, Time Management, Marketing, Teamwork, Social Networking, Leadership, PowerPoint
Education
Johnson and Wales University 2010 — 2014
Bachelors of Science, Marketing
Wellington Management August 2015 - Present
Synergy Investments October 2014 - June 2015
Nordstrom May 2014 - August 2014
Nordstrom May 2013 - January 2014
Johnson & Wales University August 2011 - May 2013
Skills
Sales, Customer Experience, Visual Merchandising, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Event Planning, Public Speaking, Microsoft Office, Time Management, Marketing, Teamwork, Social Networking, Leadership, PowerPoint
Education
Johnson and Wales University 2010 — 2014
Bachelors of Science, Marketing
Greg Norton Greg Norton's Wellington Management Experience April 2013 - Present
Job
Industry Investment Management
Experience
Wellington Management April 2013 - Present
Accenture January 1999 - April 2013
Skills
Management Consulting, Porgram/Project..., Business Analysis, Process Improvement
Education
Lehigh University 1994 — 1998
BS, Material Science and Engineering
Boston College High School 1990 — 1994
Wellington Management April 2013 - Present
Accenture January 1999 - April 2013
Skills
Management Consulting, Porgram/Project..., Business Analysis, Process Improvement
Education
Lehigh University 1994 — 1998
BS, Material Science and Engineering
Boston College High School 1990 — 1994
Shay X. Chen's Wellington Management Experience July 2014 - Present
Job Trading Analyst, Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Leerink Partners LLC December 2013 - January 2014
Fidelity Investments September 2013 - December 2013
Amundi July 2012 - August 2012
Bank of China January 2012 - February 2012
Skills
C++, JavaScript, SPSS, Bloomberg, Capital IQ, Microsoft Office, HTML, C programming, Portfolio Management, Equities, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
The Ohio State University 2010 — 2013
Bachelor of Science (B.S.), Mathematics; Compute Science
Wellington Management July 2014 - Present
Leerink Partners LLC December 2013 - January 2014
Fidelity Investments September 2013 - December 2013
Amundi July 2012 - August 2012
Bank of China January 2012 - February 2012
Skills
C++, JavaScript, SPSS, Bloomberg, Capital IQ, Microsoft Office, HTML, C programming, Portfolio Management, Equities, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
The Ohio State University 2010 — 2013
Bachelor of Science (B.S.), Mathematics; Compute Science
Ted Morton Ted Morton's Wellington Management Experience February 2014 - Present
Job Fair Value Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Aaron Feldman Aaron Feldman's Wellington Management Experience June 2014 - Present
Job Wellington Hedge Management
Industry Investment Management
Experience
Wellington Management June 2014 - Present
Winchester Savings Bank May 2008 - July 2015
Muhlenberg College October 2011 - May 2014
Baldrige Asset Management January 2013 - May 2013
Boston Private June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Morningstar, Economics, Corporate Finance, Statistics, Photoshop, Data Entry, Spanish, Outlook, Analysis, Finance
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance, Business Administration
Universiteit Maastricht 2012 — 2012
International Business
Winchester High School 2006 — 2010
Wellington Management June 2014 - Present
Winchester Savings Bank May 2008 - July 2015
Muhlenberg College October 2011 - May 2014
Baldrige Asset Management January 2013 - May 2013
Boston Private June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Morningstar, Economics, Corporate Finance, Statistics, Photoshop, Data Entry, Spanish, Outlook, Analysis, Finance
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance, Business Administration
Universiteit Maastricht 2012 — 2012
International Business
Winchester High School 2006 — 2010
Daniel Shepard Daniel Shepard's Wellington Management Experience 1997 - 1998
Job NVM & IP Technologist at HGST, a Western Digital company
Industry Semiconductors
Experience
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
Angelique Richardson, CFA Angelique Richardson, CFA's Wellington Management Experience May 2015 - Present
Job Account Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management October 2014 - May 2015
Wellington Management December 2010 - September 2014
Windhaven Investment Management April 2009 - December 2010
Gannett Welsh & Kotler October 2007 - April 2009
Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management
Education
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Wellington Management May 2015 - Present
Wellington Management October 2014 - May 2015
Wellington Management December 2010 - September 2014
Windhaven Investment Management April 2009 - December 2010
Gannett Welsh & Kotler October 2007 - April 2009
Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management
Education
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Punit Shetty Punit Shetty's Wellington Management Experience December 2012 - April 2013
Job Senior Business System Analyst Income Systems at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
Eaton Vance April 2013 - Present
Wellington Management December 2012 - April 2013
State Street Alternative Investment Solutions July 2012 - November 2012
John Hancock Life Insurance Company November 2011 - June 2012
Ameriprise Financial Services, Inc. May 2010 - November 2011
State Street June 2007 - April 2010
Skills
Business Analysis, Derivatives, Visio, Fixed Income, Equities, SDLC, Analysis
Education
Johnson and Wales University
MBA, Global Business Leadership with Financial Management
William Emase William Emase's Wellington Management Experience October 2012 - March 2014
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - February 2015
Wellington Management October 2012 - March 2014
Amica Mutual Insurance March 2012 - October 2012
State Street November 2007 - February 2012
Skills
SDLC, Visio, Requirements Gathering, Systems Analysis, XML, Strategic Planning, Requirements Analysis, Business Analysis, SQL, SharePoint
Education
Western Kentucky University 2005 — 2007
Master's degree
University of South Carolina-Columbia 2003 — 2005
Bachelor of Science (BSc), Finance & Business Economics Majors
Kenyatta University 2001 — 2002
Starehe Technical Training Institute / Kenya Institute of Management (KIM) 2000 — 2001
Diploma, Computers / Management Information Systems
Starehe Boys Centre & School 1995 — 1999
Fidelity Investments February 2015 - Present
Fidelity Investments May 2014 - February 2015
Wellington Management October 2012 - March 2014
Amica Mutual Insurance March 2012 - October 2012
State Street November 2007 - February 2012
Skills
SDLC, Visio, Requirements Gathering, Systems Analysis, XML, Strategic Planning, Requirements Analysis, Business Analysis, SQL, SharePoint
Education
Western Kentucky University 2005 — 2007
Master's degree
University of South Carolina-Columbia 2003 — 2005
Bachelor of Science (BSc), Finance & Business Economics Majors
Kenyatta University 2001 — 2002
Starehe Technical Training Institute / Kenya Institute of Management (KIM) 2000 — 2001
Diploma, Computers / Management Information Systems
Starehe Boys Centre & School 1995 — 1999
Raj Subramanian's Wellington Management Experience March 2012 - May 2014
Job Manager, IT Infrastructure at Baystate Health
Industry Hospital & Health Care
Experience
Baystate Health June 2014 - Present
Wellington Management March 2012 - May 2014
Putnam Investments March 1998 - March 2012
John Hancock March 1997 - March 1998
NEBS April 1996 - March 1997
Fidelity Investments August 1995 - March 1996
Skills
Vendor Management, Business Analysis, Risk Management, Data Center, Project Management, Program Management, Financial Services, Oracle, Strategic Planning, Process Improvement, Management, Databases, IT Management, ITIL, Disaster Recovery, Enterprise Software, SQL, Enterprise Architecture, Software Project...
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Executive MBA, Management
Madurai Kamaraj University 1987 — 1991
Bachelor of Science (BS), Computer Science & Engineering
Baystate Health June 2014 - Present
Wellington Management March 2012 - May 2014
Putnam Investments March 1998 - March 2012
John Hancock March 1997 - March 1998
NEBS April 1996 - March 1997
Fidelity Investments August 1995 - March 1996
Skills
Vendor Management, Business Analysis, Risk Management, Data Center, Project Management, Program Management, Financial Services, Oracle, Strategic Planning, Process Improvement, Management, Databases, IT Management, ITIL, Disaster Recovery, Enterprise Software, SQL, Enterprise Architecture, Software Project...
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Executive MBA, Management
Madurai Kamaraj University 1987 — 1991
Bachelor of Science (BS), Computer Science & Engineering
Naman Goyal Naman Goyal's Wellington Management Experience April 2011 - Present
Job Lead Technical Consultant at Wellington Management (Cognizant)
Industry Information Technology and Services
Experience
Wellington Management April 2011 - Present
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions April 2011 - June 2014
Cognizant Technology Solutions December 2009 - March 2011
Persistent Systems September 2007 - December 2009
Infosys January 2006 - August 2007
Skills
Project Management, Java, J2EE Application..., SWIFT messages, Requirements Analysis, Requirements Gathering, Investment Banking, Trade Operations, JavaScript, Struts, Spring, SQL, JSP, JAXB, XSD, Ant, Maven, Ext JS, SAML, Weblogic, Tomcat, Apache, JBoss Application Server, Maestro, Oracle PL/SQL..., Debugging, Perforce, L10n, I18n, Putty, Linux, Cron, DataFlux, Production Support, Jasper Reports, UAT coordination, Java Enterprise Edition, PL/SQL
Education
Institute Of Technology And Management 2001 — 2005
Bachelor's Degree, Honor's Degree
S.D. Public School 2000 — 2001
High School, 12th, C.B.S.E., Grade - A
S.D. Public School 1998 — 1999
SSC (10th), C.B.S.E., Grade - A
Wellington Management April 2011 - Present
Cognizant Technology Solutions July 2014 - Present
Cognizant Technology Solutions April 2011 - June 2014
Cognizant Technology Solutions December 2009 - March 2011
Persistent Systems September 2007 - December 2009
Infosys January 2006 - August 2007
Skills
Project Management, Java, J2EE Application..., SWIFT messages, Requirements Analysis, Requirements Gathering, Investment Banking, Trade Operations, JavaScript, Struts, Spring, SQL, JSP, JAXB, XSD, Ant, Maven, Ext JS, SAML, Weblogic, Tomcat, Apache, JBoss Application Server, Maestro, Oracle PL/SQL..., Debugging, Perforce, L10n, I18n, Putty, Linux, Cron, DataFlux, Production Support, Jasper Reports, UAT coordination, Java Enterprise Edition, PL/SQL
Education
Institute Of Technology And Management 2001 — 2005
Bachelor's Degree, Honor's Degree
S.D. Public School 2000 — 2001
High School, 12th, C.B.S.E., Grade - A
S.D. Public School 1998 — 1999
SSC (10th), C.B.S.E., Grade - A
Andy Gossard Andy Gossard's Wellington Management Experience January 2013 - Present
Job Fixed Income Quantitative Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2013 - Present
Bain & Company August 2010 - January 2013
Bain & Company June 2009 - August 2009
GMO May 2005 - June 2008
170 Systems June 2004 - May 2005
SolidWorks April 2000 - August 2002
Skills
Quantitative Research, Interest Rate..., Portfolio Optimization, Due Diligence, Risk modeling, Quantitative Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
University of Michigan 2000 — 2004
BS (w/ Honors), Computer Science, Film and Video Studies
Phillips Academy 1996 — 2000
High school diploma
Wellington Management January 2013 - Present
Bain & Company August 2010 - January 2013
Bain & Company June 2009 - August 2009
GMO May 2005 - June 2008
170 Systems June 2004 - May 2005
SolidWorks April 2000 - August 2002
Skills
Quantitative Research, Interest Rate..., Portfolio Optimization, Due Diligence, Risk modeling, Quantitative Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
University of Michigan 2000 — 2004
BS (w/ Honors), Computer Science, Film and Video Studies
Phillips Academy 1996 — 2000
High school diploma
Praveen Pratury Praveen Pratury's Wellington Management Experience 2005 - 2006
Job Solution Architect / Technical Manager
Industry Retail
Experience
Walmart.com October 2010 - Present
NTT Data Corporation August 2010 - October 2010
CNA Insurance October 2006 - August 2010
Wellington Management 2005 - 2006
EMC September 2002 - August 2005
Skills
Data Warehousing, Analytics, Business Intelligence, Hadoop, ETL, Data Modeling, MapReduce, SDLC, Informatica, Oracle, Data Warehouse..., PL/SQL, NoSQL, Unix, Java, Business Objects, Software Project..., Master Data Management, SQL, OBIEE, Database Design, ITIL, Microsoft SQL Server, Management, Resource Management, Business Analysis, Cross-functional Team..., Change Management, Problem Solving, Process Improvement, Oracle SQL, Product Development, Team Building, Web Development, Database Administration, Data Analysis, Financial Reporting, Team Leadership, KPI, Social Networking, Quality Assurance, Cross Functional..., Cross Functional Team..., Technical Resource..., Apache Spark
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Electronics and Communications Engineering
Western Kentucky University
Master of Science, Computer Science
Walmart.com October 2010 - Present
NTT Data Corporation August 2010 - October 2010
CNA Insurance October 2006 - August 2010
Wellington Management 2005 - 2006
EMC September 2002 - August 2005
Skills
Data Warehousing, Analytics, Business Intelligence, Hadoop, ETL, Data Modeling, MapReduce, SDLC, Informatica, Oracle, Data Warehouse..., PL/SQL, NoSQL, Unix, Java, Business Objects, Software Project..., Master Data Management, SQL, OBIEE, Database Design, ITIL, Microsoft SQL Server, Management, Resource Management, Business Analysis, Cross-functional Team..., Change Management, Problem Solving, Process Improvement, Oracle SQL, Product Development, Team Building, Web Development, Database Administration, Data Analysis, Financial Reporting, Team Leadership, KPI, Social Networking, Quality Assurance, Cross Functional..., Cross Functional Team..., Technical Resource..., Apache Spark
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Electronics and Communications Engineering
Western Kentucky University
Master of Science, Computer Science
Promeet Ganguly Promeet Ganguly's Wellington Management Experience December 2014 - April 2015
Job Enterprise Architect
Industry Information Technology and Services
Experience
Millstone Medical Outsourcing April 2015 - Present
Wellington Management December 2014 - April 2015
Neenah Paper September 2014 - November 2014
Duquesne Light Company August 2012 - September 2014
Dell Services December 2009 - August 2012
Dell Perot Systems 2007 - 2009
Dell Perot Systems 2006 - 2007
SEVERSTAL NORTH AMERICA INC 2006 - 2006
GLOBAL HOME PRODUCTS LLC 2004 - 2006
Skills
Oracle Applications, Oracle SOA Suite, Oracle E-Business Suite, Oracle SQL, Data Modeling, PL/SQL, OBIEE, Business Intelligence, ERP, Business Analysis, Oracle, Oracle Pricing Manager,..., Oracle Payables, Oracle..., Oracle Cash Management,..., Oracle Trading..., Oracle Telesales,..., Oracle Inventory,..., Supply Chain Management..., Oracle Customer Care &..., Mobile Workforce..., Oracle Service Oriented..., Oracle Data Integrator..., Oracle BI Publisher..., Oracle Discoverer, XML Publisher, Oracle 6i Developer..., Oracle 10G/11G/9i, C, C++, SQL, PL/SQL,..., Business Process, Requirements Analysis, Data Warehousing, Integration, SDLC, IT Strategy, SOA, CRM, Data Migration, Software Project..., Oracle SQL Developer
Education
M.S. Ramaiah Institute Of Technology 2000 — 2004
Bachelor's degree, Electrical, Electronics and Communications Engineering
Visvesvaraya Technological University 2000 — 2004
BE, Electronics and Communication
Millstone Medical Outsourcing April 2015 - Present
Wellington Management December 2014 - April 2015
Neenah Paper September 2014 - November 2014
Duquesne Light Company August 2012 - September 2014
Dell Services December 2009 - August 2012
Dell Perot Systems 2007 - 2009
Dell Perot Systems 2006 - 2007
SEVERSTAL NORTH AMERICA INC 2006 - 2006
GLOBAL HOME PRODUCTS LLC 2004 - 2006
Skills
Oracle Applications, Oracle SOA Suite, Oracle E-Business Suite, Oracle SQL, Data Modeling, PL/SQL, OBIEE, Business Intelligence, ERP, Business Analysis, Oracle, Oracle Pricing Manager,..., Oracle Payables, Oracle..., Oracle Cash Management,..., Oracle Trading..., Oracle Telesales,..., Oracle Inventory,..., Supply Chain Management..., Oracle Customer Care &..., Mobile Workforce..., Oracle Service Oriented..., Oracle Data Integrator..., Oracle BI Publisher..., Oracle Discoverer, XML Publisher, Oracle 6i Developer..., Oracle 10G/11G/9i, C, C++, SQL, PL/SQL,..., Business Process, Requirements Analysis, Data Warehousing, Integration, SDLC, IT Strategy, SOA, CRM, Data Migration, Software Project..., Oracle SQL Developer
Education
M.S. Ramaiah Institute Of Technology 2000 — 2004
Bachelor's degree, Electrical, Electronics and Communications Engineering
Visvesvaraya Technological University 2000 — 2004
BE, Electronics and Communication
Andrea Helton Andrea Helton's Wellington Management Experience 2015 - Present
Job Creative Contractor at Wellington Management via CM Access at Wellington Management
Industry Graphic Design
Experience
Wellington Management 2015 - Present
The Creative Group August 2013 - Present
Blue Cross Blue Shield of Massachusetts via the Creative Group March 2014 - December 2014
Creative Contractor at Bright Horizons - via the Creative Group November 2013 - January 2014
Blue Cross Blue Shield of Massachusetts 2014 - 2014
Toolmex Corporation May 2011 - November 2012
Aquent & Vitamin T 2007 - 2012
The Creative Group March 2011 - May 2011
Thermo Fisher Scientific October 2010 - February 2011
Andrea Helton - Creative Professional for Hire November 2009 - October 2010
Skills
Graphic Design, Art Direction, Catalogs, Microsoft Office, InDesign, QuarkXPress, Photoshop, Adobe Creative Suite, Logo Design, Graphics, Layout, Brochures, Image Editing, Pre-press, Posters, Typography, Creative Direction, Advertising, Adobe Acrobat, Collateral, Brand Development, Production Design, Print Production, Mac, Photo Editing, Logos
Education
Maine College of Art 1993 — 1996
BFA, graphic design
Wellington Management 2015 - Present
The Creative Group August 2013 - Present
Blue Cross Blue Shield of Massachusetts via the Creative Group March 2014 - December 2014
Creative Contractor at Bright Horizons - via the Creative Group November 2013 - January 2014
Blue Cross Blue Shield of Massachusetts 2014 - 2014
Toolmex Corporation May 2011 - November 2012
Aquent & Vitamin T 2007 - 2012
The Creative Group March 2011 - May 2011
Thermo Fisher Scientific October 2010 - February 2011
Andrea Helton - Creative Professional for Hire November 2009 - October 2010
Skills
Graphic Design, Art Direction, Catalogs, Microsoft Office, InDesign, QuarkXPress, Photoshop, Adobe Creative Suite, Logo Design, Graphics, Layout, Brochures, Image Editing, Pre-press, Posters, Typography, Creative Direction, Advertising, Adobe Acrobat, Collateral, Brand Development, Production Design, Print Production, Mac, Photo Editing, Logos
Education
Maine College of Art 1993 — 1996
BFA, graphic design
Emily Burritt's Wellington Management Experience February 2012 - Present
Job Accountant, Wellington Management
Industry Investment Management
Experience
Wellington Management February 2012 - Present
Vertex Pharmaceuticals October 2011 - February 2012
Carat June 2011 - October 2011
Lehigh University Residential Services April 2009 - June 2011
Lehigh University Student Life Programs January 2006 - May 2010
Tyler, Simms & St. Sauveur, CPAs May 2008 - September 2008
Lothlorian Daycare January 1998 - January 2005
Skills
Auditing
Education
Lehigh University 2006 — 2011
BS, Accounting
Kimball Union Academy 2001 — 2005
Wellington Management February 2012 - Present
Vertex Pharmaceuticals October 2011 - February 2012
Carat June 2011 - October 2011
Lehigh University Residential Services April 2009 - June 2011
Lehigh University Student Life Programs January 2006 - May 2010
Tyler, Simms & St. Sauveur, CPAs May 2008 - September 2008
Lothlorian Daycare January 1998 - January 2005
Skills
Auditing
Education
Lehigh University 2006 — 2011
BS, Accounting
Kimball Union Academy 2001 — 2005
Jacqueline (Blake) Carvalho Jacqueline (Blake) Carvalho's Wellington Management Experience December 2007 - July 2008
Job Senior Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
JPMorgan Chase January 2010 - September 2010
Wellington Management December 2007 - July 2008
Fidelity Investments November 2006 - December 2007
Skills
Risk Management, Fraud Detection, Check Fraud, Customer Experience, Financial Services
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
JPMorgan Chase January 2010 - September 2010
Wellington Management December 2007 - July 2008
Fidelity Investments November 2006 - December 2007
Skills
Risk Management, Fraud Detection, Check Fraud, Customer Experience, Financial Services
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Denise Walsh Denise Walsh's Wellington Management Experience January 2014 - Present
Job Assistant Vice President, Senior Systems Analyst at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management January 2014 - Present
Wellington Management June 2011 - January 2014
Wellington Management March 2010 - May 2011
Ajilon Consulting - Wellington Management Contract August 2006 - March 2010
Shawmut Design and Construction November 2005 - August 2006
Ajilon Consulting April 2005 - November 2005
McKesson Provider Technologies September 2001 - April 2005
Skills
Disaster Recovery, Active Directory, Citrix, Troubleshooting, Windows Server, Computer Hardware, Software Documentation, Help Desk Support, Project Management, VPN, XP, DNS, Windows, Servers, Blackberry Enterprise..., Hardware, Microsoft SQL Server, System Administration, Microsoft Exchange, Technical Support
Education
University of Massachusetts Dartmouth 1998 — 2001
Bachelors, Sociology
Johnson & Wales University 1994 — 1996
Associates, Electronics Engineering
Wellington Management January 2014 - Present
Wellington Management June 2011 - January 2014
Wellington Management March 2010 - May 2011
Ajilon Consulting - Wellington Management Contract August 2006 - March 2010
Shawmut Design and Construction November 2005 - August 2006
Ajilon Consulting April 2005 - November 2005
McKesson Provider Technologies September 2001 - April 2005
Skills
Disaster Recovery, Active Directory, Citrix, Troubleshooting, Windows Server, Computer Hardware, Software Documentation, Help Desk Support, Project Management, VPN, XP, DNS, Windows, Servers, Blackberry Enterprise..., Hardware, Microsoft SQL Server, System Administration, Microsoft Exchange, Technical Support
Education
University of Massachusetts Dartmouth 1998 — 2001
Bachelors, Sociology
Johnson & Wales University 1994 — 1996
Associates, Electronics Engineering
Rick Gabriel Rick Gabriel's Wellington Management Experience November 2000 - October 2001
Job Risk Executive at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Bank of America January 2006 - September 2012
Bank of America January 2005 - January 2006
Bank of America January 2003 - January 2005
Bank of America January 2002 - January 2003
Wellington Management November 2000 - October 2001
State Street April 1999 - November 2000
JPMorgan Chase & Co. June 1991 - March 1999
First Bankers Trust Company October 1987 - June 1991
Skills
Risk Management, Business Analysis, Banking, Credit Risk, Data Management, Reporting & Analysis, Market Risk, Counterparty Risk, Program Management, Executive Management, Overseas Experience, Team Leadership, Software Development, Portfolio Management, SDLC, Financial Risk, Financial Analysis, Credit
Education
Manhattan College 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Bank of America January 2006 - September 2012
Bank of America January 2005 - January 2006
Bank of America January 2003 - January 2005
Bank of America January 2002 - January 2003
Wellington Management November 2000 - October 2001
State Street April 1999 - November 2000
JPMorgan Chase & Co. June 1991 - March 1999
First Bankers Trust Company October 1987 - June 1991
Skills
Risk Management, Business Analysis, Banking, Credit Risk, Data Management, Reporting & Analysis, Market Risk, Counterparty Risk, Program Management, Executive Management, Overseas Experience, Team Leadership, Software Development, Portfolio Management, SDLC, Financial Risk, Financial Analysis, Credit
Education
Manhattan College 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
Dane Loree's Wellington Management Experience September 2014 - Present
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Pete Dufour CCIM Pete Dufour CCIM's Wellington Management Experience 1993 - 2005
Job Vice President at Cassidy Turley
Industry Real Estate
Experience
Colliers-International January 2014 - Present
Cassidy Turley 2005 - 2014
Wellington Management 1993 - 2005
Skills
Tenant Representation, Brokerage, Property Management, Facilities Management, Leases, Disposition, Real Estate, Tenant, Lease Negotiations, Landlords, Corporate Real Estate, Location Intelligence, Lease Administration, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Shopping Centers, Apartments, Real Estate Financing, Land Acquisition, Investment Sales, 1031 Exchanges, Property, Investment Properties, Commercial Leasing, Entitlements, Commercial Real Estate..., Transaction Management, Dispositions
Education
Metropolitan State University 1993 — 1998
Accounting and Finance
Colliers-International January 2014 - Present
Cassidy Turley 2005 - 2014
Wellington Management 1993 - 2005
Skills
Tenant Representation, Brokerage, Property Management, Facilities Management, Leases, Disposition, Real Estate, Tenant, Lease Negotiations, Landlords, Corporate Real Estate, Location Intelligence, Lease Administration, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Shopping Centers, Apartments, Real Estate Financing, Land Acquisition, Investment Sales, 1031 Exchanges, Property, Investment Properties, Commercial Leasing, Entitlements, Commercial Real Estate..., Transaction Management, Dispositions
Education
Metropolitan State University 1993 — 1998
Accounting and Finance
Naaz Scheik Naaz Scheik's Wellington Management Experience January 1987 - December 1994
Job CEO at SoftPak Financial Systems, Inc
Industry Computer Software
Experience
SoftPak Financial Systems, Inc January 1995 - Present
SSGA 1997 - 2001
Putnam Investments 1995 - 1997
Wellington Management January 1987 - December 1994
Education
Tufts University 1984 — 1986
Master's degree, Physics
Karachi University 1978 — 1984
MSc, Mathematics and Physics
SoftPak Financial Systems, Inc January 1995 - Present
SSGA 1997 - 2001
Putnam Investments 1995 - 1997
Wellington Management January 1987 - December 1994
Education
Tufts University 1984 — 1986
Master's degree, Physics
Karachi University 1978 — 1984
MSc, Mathematics and Physics
Sohail Abbas Sohail Abbas's Wellington Management Experience December 2012 - Present
Job Senior Test Lead at Sapient Global Markets
Industry Information Technology and Services
Experience
Sapient Global Markets December 2012 - Present
Wellington Management December 2012 - Present
Dell Services March 2007 - November 2012
DELL SERVICES (formerly known March 2007 - November 2012
UBS Investment Bank December 2010 - July 2012
UBS Investment Bank June 2009 - November 2010
UBS Investment Bank April 2009 - June 2009
MOTOROLA GOOD TECHNOLOGY February 2009 - April 2009
PROJECT -AUTOMATION November 2008 - February 2009
Alliance & Leicester Financial Services May 2008 - October 2008
Skills
QTP, Manual Testing, Rational Functional..., SQL, FX trading, Equity Trading, Payments, Settlement, OTC, Regression Testing, Functional Testing, UAT coordination, Team Building, Team Leadership, Technical Leadership, Test Automation, Test Automation..., Base24, Retail Banking, Unix, .NET, Defect Tracking, Oracle, JIRA, Bugzilla, Bug Tracking, Quality Center, HP QTP, HP Quality Center
Education
Narsee Monjee Institute of Management Studies 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indira Gandhi Open University 2002 — 2006
B.C.A; B.I.E.C, Computers
Indira Gandhi National Open University 2002 — 2005
BCA, Computers
St. Joseph's School
Sapient Global Markets December 2012 - Present
Wellington Management December 2012 - Present
Dell Services March 2007 - November 2012
DELL SERVICES (formerly known March 2007 - November 2012
UBS Investment Bank December 2010 - July 2012
UBS Investment Bank June 2009 - November 2010
UBS Investment Bank April 2009 - June 2009
MOTOROLA GOOD TECHNOLOGY February 2009 - April 2009
PROJECT -AUTOMATION November 2008 - February 2009
Alliance & Leicester Financial Services May 2008 - October 2008
Skills
QTP, Manual Testing, Rational Functional..., SQL, FX trading, Equity Trading, Payments, Settlement, OTC, Regression Testing, Functional Testing, UAT coordination, Team Building, Team Leadership, Technical Leadership, Test Automation, Test Automation..., Base24, Retail Banking, Unix, .NET, Defect Tracking, Oracle, JIRA, Bugzilla, Bug Tracking, Quality Center, HP QTP, HP Quality Center
Education
Narsee Monjee Institute of Management Studies 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indira Gandhi Open University 2002 — 2006
B.C.A; B.I.E.C, Computers
Indira Gandhi National Open University 2002 — 2005
BCA, Computers
St. Joseph's School
Robert Roselli, CFP® Robert Roselli, CFP®'s Wellington Management Experience July 2010 - February 2011
Job Financial Professional at Highland Financial Group
Industry Financial Services
Experience
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
Andrew Morales Andrew Morales's Wellington Management Experience June 2015 - Present
Job ESG Analyst at Wellington Management
Industry Consumer Goods
Experience
Wellington Management June 2015 - Present
MIT Sloan School of Management July 2013 - June 2015
Conservatorio S.A. June 2014 - August 2014
Saputo February 2012 - July 2013
Dean Foods February 2011 - February 2012
Dean Foods April 2010 - March 2011
Dean Foods August 2008 - May 2010
McKinsey & Company June 2006 - June 2008
The Office of State Senator Eliot Shapleigh January 2005 - August 2005
Skills
Business Strategy, Strategic Planning, Forecasting, Management, Market Research, Pricing, Finance, Cross-functional Team..., Analysis, Sales Management, Sales Operations, Market Analysis, Customer Insight, Competitive Analysis, Strategy
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), General Management; Sustainability Certificate
The University of Texas at Austin 2002 — 2006
Bachelor's Degree, Plan II Honors Program; Latin American Studies
Wellington Management June 2015 - Present
MIT Sloan School of Management July 2013 - June 2015
Conservatorio S.A. June 2014 - August 2014
Saputo February 2012 - July 2013
Dean Foods February 2011 - February 2012
Dean Foods April 2010 - March 2011
Dean Foods August 2008 - May 2010
McKinsey & Company June 2006 - June 2008
The Office of State Senator Eliot Shapleigh January 2005 - August 2005
Skills
Business Strategy, Strategic Planning, Forecasting, Management, Market Research, Pricing, Finance, Cross-functional Team..., Analysis, Sales Management, Sales Operations, Market Analysis, Customer Insight, Competitive Analysis, Strategy
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), General Management; Sustainability Certificate
The University of Texas at Austin 2002 — 2006
Bachelor's Degree, Plan II Honors Program; Latin American Studies
Hannah Kim Hannah Kim's Wellington Management Experience May 2015 - August 2015
Job Intern at Wellington Management | CoPresident of UMass Finance Society
Industry Financial Services
Experience
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
De'Von Jones De'Von Jones's Wellington Management Experience August 2014 - Present
Job Pricing Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2014 - Present
PwC September 2010 - July 2014
SunTrust Mortgage June 2008 - August 2008
SunTrust Mortgage May 2007 - August 2007
SunTrust Mortgage June 2006 - August 2006
Skills
Valuation, Microsoft Excel, Bloomberg Terminal, Credit Analysis, Fixed Income, Credit Risk, Financial Analysis, Intex, Microsoft Word, Toad, Oracle SQL, Structured Products, Fair Value, Benchmarking, Structured Finance, Finance, Fixed Income Analysis, Residential Mortgages, ABS, Budgets, Commercial Mortgages, Emerging Markets, Financial Modeling, Municipal Bonds, High Yield Bonds
Education
James Madison University 2006 — 2010
BBA, Finance
James Madison University 2006 — 2010
Bachelor of Business Administration, Finance
Governor's School of Southside Virginia
Wellington Management August 2014 - Present
PwC September 2010 - July 2014
SunTrust Mortgage June 2008 - August 2008
SunTrust Mortgage May 2007 - August 2007
SunTrust Mortgage June 2006 - August 2006
Skills
Valuation, Microsoft Excel, Bloomberg Terminal, Credit Analysis, Fixed Income, Credit Risk, Financial Analysis, Intex, Microsoft Word, Toad, Oracle SQL, Structured Products, Fair Value, Benchmarking, Structured Finance, Finance, Fixed Income Analysis, Residential Mortgages, ABS, Budgets, Commercial Mortgages, Emerging Markets, Financial Modeling, Municipal Bonds, High Yield Bonds
Education
James Madison University 2006 — 2010
BBA, Finance
James Madison University 2006 — 2010
Bachelor of Business Administration, Finance
Governor's School of Southside Virginia
Lisa Petrowsky's Wellington Management Experience January 2015 - Present
Job Global Payroll Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2015 - Present
Boston Private Financial Holdings April 2011 - January 2015
Boston Private Bank October 2009 - April 2011
John Galt Staffing June 2008 - May 2009
Skills
Microsoft Office, Spreadsheets, Payroll Processing, Record Keeping, Administrative Support, Compliance, Customer Service, Microsoft Excel, Bookkeeping, Management, Administrative..., Training, PowerPoint, Performance Management, New Hire Orientations, Recruiting, Insurance, Banking, Financial Analysis, Employee Training, Human Resources, Employee Benefits, Payroll
Education
Merrimack College 2005 — 2009
Bachelor of Arts, Communication Studies
Wellington Management January 2015 - Present
Boston Private Financial Holdings April 2011 - January 2015
Boston Private Bank October 2009 - April 2011
John Galt Staffing June 2008 - May 2009
Skills
Microsoft Office, Spreadsheets, Payroll Processing, Record Keeping, Administrative Support, Compliance, Customer Service, Microsoft Excel, Bookkeeping, Management, Administrative..., Training, PowerPoint, Performance Management, New Hire Orientations, Recruiting, Insurance, Banking, Financial Analysis, Employee Training, Human Resources, Employee Benefits, Payroll
Education
Merrimack College 2005 — 2009
Bachelor of Arts, Communication Studies
Richard Fontes, CFA Richard Fontes, CFA's Wellington Management Experience February 2013 - June 2014
Job Client Advocacy Analyst at State Street Global Advisors
Industry Research
Experience
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
Michael Rodier, CFP® Michael Rodier, CFP®'s Wellington Management Experience 1982 - 2009
Job Investment Advisor and Financial Planner at Applebrook Advisors LLC
Industry Financial Services
Experience
Applebrook Advisors LLC 2009 - Present
Wellington Management 1982 - 2009
Skills
Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Investments, Personal Financial..., Hedge Funds, Investment Management, Equities, Trading, Financial Management..., Asset Managment, Alternative Investments, Fixed Income, Investment Strategies, Wealth Management, Finance, Securities, Mutual Funds, Bonds, Strategic Financial...
Education
Suffolk University
B.S., Journalism
Merrimack College
Certificate of Advanced Study in Financial Planning
Applebrook Advisors LLC 2009 - Present
Wellington Management 1982 - 2009
Skills
Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Investments, Personal Financial..., Hedge Funds, Investment Management, Equities, Trading, Financial Management..., Asset Managment, Alternative Investments, Fixed Income, Investment Strategies, Wealth Management, Finance, Securities, Mutual Funds, Bonds, Strategic Financial...
Education
Suffolk University
B.S., Journalism
Merrimack College
Certificate of Advanced Study in Financial Planning
Denise J. Jones's Wellington Management Experience May 2015 - Present
Job Administrative Assistant at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2015 - Present
Edwards Wildman Palmer LLP July 2012 - January 2015
Hasbro June 2011 - May 2012
Johnson & Wales University September 2010 - May 2011
Johnson & Wales University September 2006 - May 2011
Safer Institute, Inc. 2011 - 2011
Johnson & Wales University 2010 - 2011
Weekly Reader August 2008 - August 2010
Weekly Reader Corp July 2008 - August 2010
South Providence Neighborhood Ministries August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Data Entry, Image Processing, Photoshop, Outlook, Computer Science, Training, Marketing, Blogging, Social Networking, Facebook, Social Media, Customer Service, Microsoft Word
Education
Johnson and Wales University 2010 — 2011
Bachelor of Science, Software Engineering
Johnson and Wales University 2006 — 2010
Associate of Science (A.S.), Computer Programming
Wellington Management May 2015 - Present
Edwards Wildman Palmer LLP July 2012 - January 2015
Hasbro June 2011 - May 2012
Johnson & Wales University September 2010 - May 2011
Johnson & Wales University September 2006 - May 2011
Safer Institute, Inc. 2011 - 2011
Johnson & Wales University 2010 - 2011
Weekly Reader August 2008 - August 2010
Weekly Reader Corp July 2008 - August 2010
South Providence Neighborhood Ministries August 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Data Entry, Image Processing, Photoshop, Outlook, Computer Science, Training, Marketing, Blogging, Social Networking, Facebook, Social Media, Customer Service, Microsoft Word
Education
Johnson and Wales University 2010 — 2011
Bachelor of Science, Software Engineering
Johnson and Wales University 2006 — 2010
Associate of Science (A.S.), Computer Programming
Andrew Weiner's Wellington Management Experience 1997 - 1998
Job Professional Technologist with Financial Industry Proficiency. Experienced Technical Trainer/Writer & Published Author.
Industry Financial Services
Experience
Red Hawk A UTC Fire & Security Company October 2012 - Present
Examiner.com March 2009 - Present
@Your Service Freelancing March 2009 - January 2014
Thaddeus Computing / iPhone Life magazine April 2010 - March 2013
Diebold September 2008 - September 2012
Brinks Inc. May 2003 - September 2008
PatientKeeper 2000 - 2000
Liberty Financial Group 1998 - 2000
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Wellington Management 1997 - 1998
Skills
Web Design, Technical Writing, Social Media, Team Building, Public Speaking, Social Media Marketing, SEO, Blogging, Customer Service, Online Advertising, Project Management, Microsoft Office, Account Management, Public Relations, Copywriting, PowerPoint, Strategic Planning, Marketing, Coaching, Business Development, Social Networking, Training, Facebook, Microsoft Word, Microsoft Excel, Wordpress, Creative Writing, Software Documentation, Content Development, iPhone, MacBook, Online Marketing, Leadership, WordPress, E-commerce, Entrepreneurship
Education
NCR Certification Training 2013 — 2013
NCR Field Engineer Course Work, 92 out of 100
Merrimack College 1989 — 1990
Psych/Soc
Suffolk University 1986 — 1988
Psychology/Sociology
Kents Hill 1984 — 1986
High School Diploma, 3.5 GPA
Red Hawk A UTC Fire & Security Company October 2012 - Present
Examiner.com March 2009 - Present
@Your Service Freelancing March 2009 - January 2014
Thaddeus Computing / iPhone Life magazine April 2010 - March 2013
Diebold September 2008 - September 2012
Brinks Inc. May 2003 - September 2008
PatientKeeper 2000 - 2000
Liberty Financial Group 1998 - 2000
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Wellington Management 1997 - 1998
Skills
Web Design, Technical Writing, Social Media, Team Building, Public Speaking, Social Media Marketing, SEO, Blogging, Customer Service, Online Advertising, Project Management, Microsoft Office, Account Management, Public Relations, Copywriting, PowerPoint, Strategic Planning, Marketing, Coaching, Business Development, Social Networking, Training, Facebook, Microsoft Word, Microsoft Excel, Wordpress, Creative Writing, Software Documentation, Content Development, iPhone, MacBook, Online Marketing, Leadership, WordPress, E-commerce, Entrepreneurship
Education
NCR Certification Training 2013 — 2013
NCR Field Engineer Course Work, 92 out of 100
Merrimack College 1989 — 1990
Psych/Soc
Suffolk University 1986 — 1988
Psychology/Sociology
Kents Hill 1984 — 1986
High School Diploma, 3.5 GPA
Bradford Manchester Bradford Manchester's Wellington Management Experience July 2008 - October 2008
Job Carpentry Student at North Bennet Street School
Industry Construction
Experience
PBZ Construction April 2014 - September 2014
Brown Brothers Harriman July 2013 - December 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman October 2011 - March 2012
VivaKi January 2010 - March 2011
Perceptive Informatics September 2009 - January 2010
Brooks Automation May 2009 - July 2009
Best Doctors January 2009 - March 2009
Wellington Management July 2008 - October 2008
JP Morgan Chase August 2007 - May 2008
Skills
Financial Reporting, Forecasting, Project Management, Finance, Budgets, Accounting, Analysis
Education
North Bennet Street School 2014 — 2015
Certificate, Carpentry/Carpenter
Merrimack College 1999 — 2004
Bachelor of Science in Business Administration, Finance
PBZ Construction April 2014 - September 2014
Brown Brothers Harriman July 2013 - December 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman October 2011 - March 2012
VivaKi January 2010 - March 2011
Perceptive Informatics September 2009 - January 2010
Brooks Automation May 2009 - July 2009
Best Doctors January 2009 - March 2009
Wellington Management July 2008 - October 2008
JP Morgan Chase August 2007 - May 2008
Skills
Financial Reporting, Forecasting, Project Management, Finance, Budgets, Accounting, Analysis
Education
North Bennet Street School 2014 — 2015
Certificate, Carpentry/Carpenter
Merrimack College 1999 — 2004
Bachelor of Science in Business Administration, Finance
Durga Chintaluri, PMP Durga Chintaluri, PMP's Wellington Management Experience November 2009 - February 2013
Job CVS Caremark
Industry Pharmaceuticals
Experience
CVS Caremark Corporation March 2013 - Present
Wellington Management November 2009 - February 2013
Deloitte March 2009 - November 2009
PwC April 2008 - February 2009
Xerox April 2007 - February 2008
Walmart March 2007 - April 2007
IGATE July 2003 - November 2006
Skills
Java, SDLC, Clarity, Requirements Analysis, Oracle, Business Analysis, Software Project..., PL/SQL, PMP, SOA, Enterprise Architecture, Requirements Gathering, SQL
Education
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's degree in computers, Computers
CVS Caremark Corporation March 2013 - Present
Wellington Management November 2009 - February 2013
Deloitte March 2009 - November 2009
PwC April 2008 - February 2009
Xerox April 2007 - February 2008
Walmart March 2007 - April 2007
IGATE July 2003 - November 2006
Skills
Java, SDLC, Clarity, Requirements Analysis, Oracle, Business Analysis, Software Project..., PL/SQL, PMP, SOA, Enterprise Architecture, Requirements Gathering, SQL
Education
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's degree in computers, Computers
Yujie Lin Yujie Lin's Wellington Management Experience January 2014 - June 2014
Job Master of Finance Candidate at MIT Sloan School of Management, Class of 2016
Industry Financial Services
Experience
General Motors September 2015 - Present
Wellington Management January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Skills
Equities, Investments, Financial Analysis, Securities, Asset Management, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Master of Finance, 5.0/5.0
Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance and Accounting; Minor: Mathematics, 3.93/4.0
General Motors September 2015 - Present
Wellington Management January 2014 - June 2014
MFS Investment Management January 2013 - June 2013
Skills
Equities, Investments, Financial Analysis, Securities, Asset Management, Mutual Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Master of Finance, 5.0/5.0
Northeastern University 2011 — 2015
Bachelor of Science (BS), Finance and Accounting; Minor: Mathematics, 3.93/4.0
Evan King Evan King's Wellington Management Experience June 2015 - August 2015
Job CoPresident of the Accounting Association at the Isenberg School of Management
Industry Financial Services
Experience
Wellington Management June 2015 - August 2015
KPMG US January 2014 - May 2015
KPMG US January 2015 - March 2015
KPMG US June 2014 - August 2014
State Street February 2014 - May 2014
KPMG US June 2013 - August 2013
Skills
Project Management, Financial Analysis, Program Management, Strategy, Business Analysis, Project Planning, Microsoft Office, Auditing, Leadership, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Hudson High School 2008 — 2012
Wellington Management June 2015 - August 2015
KPMG US January 2014 - May 2015
KPMG US January 2015 - March 2015
KPMG US June 2014 - August 2014
State Street February 2014 - May 2014
KPMG US June 2013 - August 2013
Skills
Project Management, Financial Analysis, Program Management, Strategy, Business Analysis, Project Planning, Microsoft Office, Auditing, Leadership, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Hudson High School 2008 — 2012
Alan Konovalov Alan Konovalov's Wellington Management Experience January 2012 - June 2012
Job Ninja at Hedgeable
Industry Financial Services
Experience
Hedgeable February 2015 - Present
Global Atlantic Financial Group Limited January 2014 - June 2014
Inbound Real Estate March 2011 - September 2013
ChowDown September 2012 - February 2013
Linky Links Inc. December 2010 - August 2012
Wellington Management January 2012 - June 2012
WallachBeth Capital June 2011 - August 2011
Hodara Real Estate Group January 2011 - March 2011
Skills
Entrepreneurship, Finance, Real Estate, Microsoft Excel, Economics, Equities, Analysis, Microsoft Word, Business Analysis, Microsoft Office, Social Media, Operations, Customer Experience, Start-ups, Business Planning
Education
Northeastern University 2010 — 2014
BSBA: Finance & Entrepreneurship
John Cabot University 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
London School of Economics and Political Science 2012 — 2012
Finance
Hedgeable February 2015 - Present
Global Atlantic Financial Group Limited January 2014 - June 2014
Inbound Real Estate March 2011 - September 2013
ChowDown September 2012 - February 2013
Linky Links Inc. December 2010 - August 2012
Wellington Management January 2012 - June 2012
WallachBeth Capital June 2011 - August 2011
Hodara Real Estate Group January 2011 - March 2011
Skills
Entrepreneurship, Finance, Real Estate, Microsoft Excel, Economics, Equities, Analysis, Microsoft Word, Business Analysis, Microsoft Office, Social Media, Operations, Customer Experience, Start-ups, Business Planning
Education
Northeastern University 2010 — 2014
BSBA: Finance & Entrepreneurship
John Cabot University 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
London School of Economics and Political Science 2012 — 2012
Finance
Lauren Eaton's Wellington Management Experience October 2007 - April 2010
Job President CEO Surplus Tenhnology Solutions LLC. EWaste Recycling & IT Asset Recovery Specialists
Industry Information Technology and Services
Experience
Surplus Technolgy Solutions LLC. February 1997 - Present
US Edge September 2010 - May 2011
TriNET Systems April 2010 - August 2010
Wellington Management October 2007 - April 2010
Cytyc Corporation March 2003 - December 2006
Surebridge Inc January 2000 - January 2003
CSC Consulting January 1997 - September 2000
Private Healthcare Systems January 1992 - January 1997
Skills
Servers, VoIP, Data Center, Management, Asset Recovery, Computer Recycling, Recycling, Electronics, Buyouts, Liquidation, bankruptcy liquidations, Consumer Electronics, Electronics Repair, Assets Recovery, Active Directory, Call Centers, System Administration, Telecommunications
Education
Avaya University
Certificates, Several Avaya Certifications
Mass Bay Community College
Massachusetts Bay Community College
Business Administration
Norhteastern University State of the Art Program
Several Computer related courses
Surplus Technolgy Solutions LLC. February 1997 - Present
US Edge September 2010 - May 2011
TriNET Systems April 2010 - August 2010
Wellington Management October 2007 - April 2010
Cytyc Corporation March 2003 - December 2006
Surebridge Inc January 2000 - January 2003
CSC Consulting January 1997 - September 2000
Private Healthcare Systems January 1992 - January 1997
Skills
Servers, VoIP, Data Center, Management, Asset Recovery, Computer Recycling, Recycling, Electronics, Buyouts, Liquidation, bankruptcy liquidations, Consumer Electronics, Electronics Repair, Assets Recovery, Active Directory, Call Centers, System Administration, Telecommunications
Education
Avaya University
Certificates, Several Avaya Certifications
Mass Bay Community College
Massachusetts Bay Community College
Business Administration
Norhteastern University State of the Art Program
Several Computer related courses
Meredith Marr Meredith Marr's Wellington Management Experience 2003 - August 2005
Job Senior Associate at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc. April 2010 - Present
Lazard Asset Management September 2005 - March 2010
Wellington Management 2003 - August 2005
Skills
Asset Management, Investments, Equities, Hedge Funds, Bloomberg, Private Equity, Microsoft Excel, Capital Markets, Financial Modeling, Financial Services
Education
Boston University 2001 — 2003
Master of Music, Vocal Performance
Ithaca College 1995 — 1999
Bachelor of Music, Vocal Performance
Epoch Investment Partners, Inc. April 2010 - Present
Lazard Asset Management September 2005 - March 2010
Wellington Management 2003 - August 2005
Skills
Asset Management, Investments, Equities, Hedge Funds, Bloomberg, Private Equity, Microsoft Excel, Capital Markets, Financial Modeling, Financial Services
Education
Boston University 2001 — 2003
Master of Music, Vocal Performance
Ithaca College 1995 — 1999
Bachelor of Music, Vocal Performance
HyeMee (Amy) Shin's Wellington Management Experience 2014 - Present
Job Derivatives at Wellington Management
Industry Investment Management
Experience
Wellington Management 2014 - Present
Pursehop 2012 - 2014
Weiss Asset Management 2009 - 2012
Skills
Data Analysis, Valuation, Project Management, Equity Derivatives, Derivatives Trading, Alternative Investments, Investment Strategies, Equity Research, Financial Modeling, Equities, Bloomberg
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Economics
Clackamas High School 2001 — 2005
High School
Wellington Management 2014 - Present
Pursehop 2012 - 2014
Weiss Asset Management 2009 - 2012
Skills
Data Analysis, Valuation, Project Management, Equity Derivatives, Derivatives Trading, Alternative Investments, Investment Strategies, Equity Research, Financial Modeling, Equities, Bloomberg
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Economics
Clackamas High School 2001 — 2005
High School
Steven Julien-Stewart's Wellington Management Experience January 2015 - July 2015
Job Desktop Support Technician at Wellington Management
Industry Marketing and Advertising
Experience
Soler June 2013 - Present
Wellington Management January 2015 - July 2015
Urban Outfitters December 2013 - April 2014
Body By Brandy June 2012 - September 2012
State Street July 2011 - August 2011
Skills
Customer Service, Marketing Strategy, Marketing, Social Media, Public Relations, Sales, Computer Hardware, HTML, Business Communications, Computer Proficiency, Computer Network..., Computer Maintenance, Public Speaking
Education
Year Up / Cambridge College 2014 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Lasell College 2012 — 2013
Soler June 2013 - Present
Wellington Management January 2015 - July 2015
Urban Outfitters December 2013 - April 2014
Body By Brandy June 2012 - September 2012
State Street July 2011 - August 2011
Skills
Customer Service, Marketing Strategy, Marketing, Social Media, Public Relations, Sales, Computer Hardware, HTML, Business Communications, Computer Proficiency, Computer Network..., Computer Maintenance, Public Speaking
Education
Year Up / Cambridge College 2014 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Lasell College 2012 — 2013
Sourav Srimal Sourav Srimal's Wellington Management Experience May 2014 - May 2015
Job Global Head of Operations at Advantage Data
Industry Financial Services
Experience
Advantage Data May 2015 - Present
Boston Professional Organization September 2010 - Present
Wellington Management May 2014 - May 2015
Advantage Data July 2012 - May 2014
Advantage Data December 2007 - June 2012
Advantage Data Inc November 2006 - May 2007
Skills
Bloomberg, Fixed Income, Entrepreneurship, Investments, Business Analysis, Start-ups, Portfolio Management, Bonds, Financial Markets, Management, Leadership, Finance, Microsoft Office, Team Management, Microsoft Excel, Financial Modeling, Emerging Markets, Analytics, Valuation, Corporate Finance, Asset Management, Trading, Equities, Risk Management, Private Equity, Sales, Financial Analysis, Analysis, Capital Markets, Data Analysis, Business Development, Competitive Analysis, Remote Plus (FT..., Cognos, Rally Software, AccuRev, SharePoint, SQL
Education
University of Massachusetts Boston 2010 — 2011
MBA, Finance
Rochester Institute of Technology 2005 — 2007
BS, Finance/Economics
Jadavpur University 2003 — 2005
BBA, Business Administration and Management, General
Assembly of God Church School, Kolkata 1988 — 2003
High School
Advantage Data May 2015 - Present
Boston Professional Organization September 2010 - Present
Wellington Management May 2014 - May 2015
Advantage Data July 2012 - May 2014
Advantage Data December 2007 - June 2012
Advantage Data Inc November 2006 - May 2007
Skills
Bloomberg, Fixed Income, Entrepreneurship, Investments, Business Analysis, Start-ups, Portfolio Management, Bonds, Financial Markets, Management, Leadership, Finance, Microsoft Office, Team Management, Microsoft Excel, Financial Modeling, Emerging Markets, Analytics, Valuation, Corporate Finance, Asset Management, Trading, Equities, Risk Management, Private Equity, Sales, Financial Analysis, Analysis, Capital Markets, Data Analysis, Business Development, Competitive Analysis, Remote Plus (FT..., Cognos, Rally Software, AccuRev, SharePoint, SQL
Education
University of Massachusetts Boston 2010 — 2011
MBA, Finance
Rochester Institute of Technology 2005 — 2007
BS, Finance/Economics
Jadavpur University 2003 — 2005
BBA, Business Administration and Management, General
Assembly of God Church School, Kolkata 1988 — 2003
High School
Elizabeth (Yifei) Li Elizabeth (Yifei) Li's Wellington Management Experience June 2012 - December 2012
Job Senior Associate, Enterprise Risk Management, Professional Development Program
Industry Banking
Experience
State Street July 2015 - Present
Brown Brothers Harriman February 2014 - June 2014
Wells Fargo January 2014 - February 2014
Wellington Management June 2012 - December 2012
Federal Reserve Bank of Boston May 2010 - May 2012
Skills
Data Analysis, Marketing, Analysis, Finance, Social Media, Leadership, Portfolio Management, Research, Access, Econometrics, Financial Statement..., Macro Analysis, Statistics, Corporate Finance, Financial Reporting, SAS Programming, R Programming, VBA
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Northeastern University 2009 — 2013
Dual Bachelor of Science, Economics and Mathematics, 3.84/4
State Street July 2015 - Present
Brown Brothers Harriman February 2014 - June 2014
Wells Fargo January 2014 - February 2014
Wellington Management June 2012 - December 2012
Federal Reserve Bank of Boston May 2010 - May 2012
Skills
Data Analysis, Marketing, Analysis, Finance, Social Media, Leadership, Portfolio Management, Research, Access, Econometrics, Financial Statement..., Macro Analysis, Statistics, Corporate Finance, Financial Reporting, SAS Programming, R Programming, VBA
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Northeastern University 2009 — 2013
Dual Bachelor of Science, Economics and Mathematics, 3.84/4
Lavlesh Lamba Lavlesh Lamba's Wellington Management Experience 1998 - 1998
Job VP Information Technology
Industry Information Technology and Services
Experience
Battelle 2014 - Present
SCHOTT (Carl Zeiss Foundation Member) 2011 - 2014
Siemens Healthcare (Audiology) 2008 - 2011
Siemens Healthcare 2006 - 2008
Siemens Healthcare 2004 - 2006
Siemens Hearing Instruments December 1998 - January 2004
Wellington Management 1998 - 1998
Skills
Cross-functional Team..., Process Improvement, Strategy, Product Management, Project Management, Leadership, Program Management, IT Strategy, Change Management, Management, Requirements Analysis, Six Sigma, IT Service Management, Product Development, Software Development, Vendor Management, Business Process, Business Strategy, Process Engineering, ERP, Business Intelligence, SDLC, SAP, ITIL, Integration, Business Development, Lean Manufacturing, Analysis, Risk Management, Enterprise Software, Outsourcing, IT Management, Continuous Improvement, Supply Chain, Strategic Planning, Business Process..., Governance, Collaboration, Enterprise Architecture, Disaster Recovery, Data Center, Business Analysis, Cloud Computing, Software Engineering, SaaS, CRM, Information Technology, Agile Methodologies, IT Operations
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Engineering (M.Eng.), Executive Certificate in Management and Leadership
Stevens Institute of Technology 2009 — 2012
Master's Degree, Systems Engineering
Nagpur University 1991 — 1995
Bachelor's Degree, Computer Technology/Computer Systems Technology
University of Pennsylvania - The Wharton School
Business Foundations Specialization
Battelle 2014 - Present
SCHOTT (Carl Zeiss Foundation Member) 2011 - 2014
Siemens Healthcare (Audiology) 2008 - 2011
Siemens Healthcare 2006 - 2008
Siemens Healthcare 2004 - 2006
Siemens Hearing Instruments December 1998 - January 2004
Wellington Management 1998 - 1998
Skills
Cross-functional Team..., Process Improvement, Strategy, Product Management, Project Management, Leadership, Program Management, IT Strategy, Change Management, Management, Requirements Analysis, Six Sigma, IT Service Management, Product Development, Software Development, Vendor Management, Business Process, Business Strategy, Process Engineering, ERP, Business Intelligence, SDLC, SAP, ITIL, Integration, Business Development, Lean Manufacturing, Analysis, Risk Management, Enterprise Software, Outsourcing, IT Management, Continuous Improvement, Supply Chain, Strategic Planning, Business Process..., Governance, Collaboration, Enterprise Architecture, Disaster Recovery, Data Center, Business Analysis, Cloud Computing, Software Engineering, SaaS, CRM, Information Technology, Agile Methodologies, IT Operations
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Engineering (M.Eng.), Executive Certificate in Management and Leadership
Stevens Institute of Technology 2009 — 2012
Master's Degree, Systems Engineering
Nagpur University 1991 — 1995
Bachelor's Degree, Computer Technology/Computer Systems Technology
University of Pennsylvania - The Wharton School
Business Foundations Specialization
Graham Honda Graham Honda's Wellington Management Experience September 2014 - Present
Job Director of Global Talent Acquisition
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Russell Investments February 2010 - August 2014
BlackRock (formerly Quellos) September 2006 - February 2010
Parker Technical January 2006 - September 2006
Focus Capital May 2000 - December 2005
Aubrey G. Lanston / Industrial Bank of Japan (now Mizuho) May 1995 - May 2000
Chase Manhattan Corporation May 1992 - May 1995
Skills
Recruiting, Proprietary Trading, Hedge Funds, Fund Of Funds, candidate sourcing, Global Recruiting, Strategic Recruitment..., Executive Management, Internet Recruiting, candidate research, Alternative Investments, Investment Management, Manager of Managers, Management, Operational Risk..., Market Risk, Quantitative Investing, Talent Acquisition, Global Talent..., Equities, Fixed Income, Fixed Income Portfolio..., Private Equity, Real Estate, Asset Managment, Asset Allocation, Interest Rate..., Sourcing, Asset Management, Risk Management, Leadership, Strategy, Derivatives, Options, Talent Management, Investments, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelors
Wellington Management September 2014 - Present
Russell Investments February 2010 - August 2014
BlackRock (formerly Quellos) September 2006 - February 2010
Parker Technical January 2006 - September 2006
Focus Capital May 2000 - December 2005
Aubrey G. Lanston / Industrial Bank of Japan (now Mizuho) May 1995 - May 2000
Chase Manhattan Corporation May 1992 - May 1995
Skills
Recruiting, Proprietary Trading, Hedge Funds, Fund Of Funds, candidate sourcing, Global Recruiting, Strategic Recruitment..., Executive Management, Internet Recruiting, candidate research, Alternative Investments, Investment Management, Manager of Managers, Management, Operational Risk..., Market Risk, Quantitative Investing, Talent Acquisition, Global Talent..., Equities, Fixed Income, Fixed Income Portfolio..., Private Equity, Real Estate, Asset Managment, Asset Allocation, Interest Rate..., Sourcing, Asset Management, Risk Management, Leadership, Strategy, Derivatives, Options, Talent Management, Investments, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelors
Daren Rathbone Daren Rathbone's Wellington Management Experience December 2009 - May 2013
Job Exchange Administrator, Systems Administrator 4 at Hologic, Inc.
Industry Information Technology and Services
Experience
Hologic, Inc. March 2015 - Present
Cobham June 2013 - March 2015
Wellington Management December 2009 - May 2013
Ask.com (formerly Askjeeves.com) June 2000 - August 2009
Atex Media Solutions, Inc. January 1998 - May 2000
Skills
Disaster Recovery, Enterprise Software, Linux, Microsoft Technologies, Management, Integration, Windows Server, Microsoft Exchange, Strategy, Troubleshooting, SDLC, Training, High Availability, Data Center, System Administration, Project Management, Process Improvement, Software Installation, Unix, Infrastructure, Blackberry Enterprise..., Vendor Management, SQL, Windows, Advertising, Technical Support
Education
Merrimack College 1992 — 1997
Bachelors, Accounting
Neil Stone's Karate Acedemy
Hologic, Inc. March 2015 - Present
Cobham June 2013 - March 2015
Wellington Management December 2009 - May 2013
Ask.com (formerly Askjeeves.com) June 2000 - August 2009
Atex Media Solutions, Inc. January 1998 - May 2000
Skills
Disaster Recovery, Enterprise Software, Linux, Microsoft Technologies, Management, Integration, Windows Server, Microsoft Exchange, Strategy, Troubleshooting, SDLC, Training, High Availability, Data Center, System Administration, Project Management, Process Improvement, Software Installation, Unix, Infrastructure, Blackberry Enterprise..., Vendor Management, SQL, Windows, Advertising, Technical Support
Education
Merrimack College 1992 — 1997
Bachelors, Accounting
Neil Stone's Karate Acedemy
Robert Tripodi Robert Tripodi's Wellington Management Experience April 2008 - December 2012
Job President at Tripodi Realty, Inc.
Industry Investment Management
Experience
Lauracorn, Inc. January 2015 - Present
Tripodi Realty, Inc. January 2013 - Present
Wellington Management April 2008 - December 2012
State Street April 2005 - April 2008
Prologis, Inc. April 1999 - April 2005
The Flatley Company 1997 - 1999
The Flatley Company April 1995 - April 1997
Skills
Financial Reporting, Strategic Planning, Financial Analysis, Financial Modeling, Forecasting, Budget Process, Real Estate Transactions, Lease Negotiations, Real Estate Development, Microsoft Excel, Real Estate, Finance, Asset Management, Portfolio Management, Investments
Education
University of Massachusetts, Amherst
Master of Business Administration (MBA), Business Administration
Massachusetts College of Liberal Arts 1991 — 1994
Bachelor's degree, Accounting and Finance
Roy C Ketcham High School 1986 — 1989
Appraisal Institue
Lauracorn, Inc. January 2015 - Present
Tripodi Realty, Inc. January 2013 - Present
Wellington Management April 2008 - December 2012
State Street April 2005 - April 2008
Prologis, Inc. April 1999 - April 2005
The Flatley Company 1997 - 1999
The Flatley Company April 1995 - April 1997
Skills
Financial Reporting, Strategic Planning, Financial Analysis, Financial Modeling, Forecasting, Budget Process, Real Estate Transactions, Lease Negotiations, Real Estate Development, Microsoft Excel, Real Estate, Finance, Asset Management, Portfolio Management, Investments
Education
University of Massachusetts, Amherst
Master of Business Administration (MBA), Business Administration
Massachusetts College of Liberal Arts 1991 — 1994
Bachelor's degree, Accounting and Finance
Roy C Ketcham High School 1986 — 1989
Appraisal Institue
Taylor Farnam Taylor Farnam's Wellington Management Experience April 2014 - September 2015
Job Client Reporting Specialist at GMO
Industry Financial Services
Experience
GMO September 2015 - Present
Wellington Management April 2014 - September 2015
General Dynamics April 2013 - March 2014
IHS August 2012 - April 2013
Providence College March 2011 - May 2012
Prime at Saratoga National Golf Club June 2010 - August 2011
New York State Comptroller's Office June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Management, Payroll, C++, Customer Service, Research, Social Media, Teamwork, Data Analysis, Oracle Applications, Social Networking, Outlook, Public Speaking, Team Leadership, Facebook, Leadership, Financial Analysis
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
SUNY Albany 2006 — 2008
Hudson Valley Community College 2006 — 2008
Troy High School 2004 — 2008
GMO September 2015 - Present
Wellington Management April 2014 - September 2015
General Dynamics April 2013 - March 2014
IHS August 2012 - April 2013
Providence College March 2011 - May 2012
Prime at Saratoga National Golf Club June 2010 - August 2011
New York State Comptroller's Office June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Management, Payroll, C++, Customer Service, Research, Social Media, Teamwork, Data Analysis, Oracle Applications, Social Networking, Outlook, Public Speaking, Team Leadership, Facebook, Leadership, Financial Analysis
Education
Providence College 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
SUNY Albany 2006 — 2008
Hudson Valley Community College 2006 — 2008
Troy High School 2004 — 2008
Elizabeth Nelson-Cunniff, CCP's Wellington Management Experience April 2014 - Present
Job Vice President, Compensation Manager
Industry Financial Services
Experience
Wellington Management April 2014 - Present
Putnam Investments January 2000 - April 2014
Putnam Investments October 1997 - December 1999
Au Bon Pain Co., Inc June 1993 - October 1997
Education
Archbishop Williams
Massachusetts College of Liberal Arts
Wellington Management April 2014 - Present
Putnam Investments January 2000 - April 2014
Putnam Investments October 1997 - December 1999
Au Bon Pain Co., Inc June 1993 - October 1997
Education
Archbishop Williams
Massachusetts College of Liberal Arts
Susannah Lu's Wellington Management Experience June 2009 - December 2009
Job Senior Revenue Accountant at WebMD
Industry Accounting
Experience
WebMD February 2013 - Present
PwC January 2012 - February 2013
Draftfcb January 2011 - July 2011
Wellington Management June 2009 - December 2009
Skills
Auditing, Business Process..., Revenue Recognition, Revenue Analysis, Private Companies, Financial Analysis, Investment Management, Creative Strategy, Marketing Research, International Marketing, Microsoft Excel, Microsoft Office, Bloomberg, Lotus Notes, Accounting, SAB 104, Cognos, Microsoft Dynamics, Financial Modeling, Microsoft Word
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business
The Hong Kong University of Science and Technology 2011 — 2011
Bachelor's degree, Global Business
Meiji University 2008 — 2008
Bachelor's degree, Comparative Politics
WebMD February 2013 - Present
PwC January 2012 - February 2013
Draftfcb January 2011 - July 2011
Wellington Management June 2009 - December 2009
Skills
Auditing, Business Process..., Revenue Recognition, Revenue Analysis, Private Companies, Financial Analysis, Investment Management, Creative Strategy, Marketing Research, International Marketing, Microsoft Excel, Microsoft Office, Bloomberg, Lotus Notes, Accounting, SAB 104, Cognos, Microsoft Dynamics, Financial Modeling, Microsoft Word
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), International Business
The Hong Kong University of Science and Technology 2011 — 2011
Bachelor's degree, Global Business
Meiji University 2008 — 2008
Bachelor's degree, Comparative Politics
Lisa Rachlin's Wellington Management Experience 2006 - 2007
Job Senior Institutional Cardiology Sales Specialist
Industry Pharmaceuticals
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson October 2011 - Present
Mitomics Inc February 2011 - November 2011
Astellas Pharma April 2009 - February 2011
Elsevier May 2007 - April 2009
Wellington Management 2006 - 2007
Biogen Idec May 2003 - February 2006
Wellbridge Athletic Club 2002 - 2003
Skills
Pharmaceutical Sales, Leadership, Strategy, Healthcare, Managed Care, Biotechnology, Oncology, Cross-functional Team..., Sales Operations, Executive Presentation..., International Business, Cross-cultural..., Program Management, Supply Chain..., Data Analysis, Strategic Communications, detail-oriented, Adept at creating..., Project Management
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentration in International Marketing; Focus on Sustainability, 3.7 GPA
Miami University 1997 — 2001
Bachelor's Degree, Psychology, A
Miami University 1997 — 2001
Bachelor's Degree, Business Administration and Management, General, A
Northmont High School
Janssen, Pharmaceutical Companies of Johnson and Johnson October 2011 - Present
Mitomics Inc February 2011 - November 2011
Astellas Pharma April 2009 - February 2011
Elsevier May 2007 - April 2009
Wellington Management 2006 - 2007
Biogen Idec May 2003 - February 2006
Wellbridge Athletic Club 2002 - 2003
Skills
Pharmaceutical Sales, Leadership, Strategy, Healthcare, Managed Care, Biotechnology, Oncology, Cross-functional Team..., Sales Operations, Executive Presentation..., International Business, Cross-cultural..., Program Management, Supply Chain..., Data Analysis, Strategic Communications, detail-oriented, Adept at creating..., Project Management
Education
Suffolk University - Sawyer School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentration in International Marketing; Focus on Sustainability, 3.7 GPA
Miami University 1997 — 2001
Bachelor's Degree, Psychology, A
Miami University 1997 — 2001
Bachelor's Degree, Business Administration and Management, General, A
Northmont High School
Bridget Murphy Bridget Murphy's Wellington Management Experience November 2013 - Present
Job Assistant Vice President, Treasury Wellington Management
Industry Internet
Experience
Wellington Management November 2013 - Present
IAC April 2007 - October 2013
Visant Corporation March 2006 - March 2007
Level Global Investors May 2005 - March 2006
Moore Capital Management August 2002 - May 2004
Skills
Treasury, Investor Relations, Analytics, Financial Modeling, SEM, Mergers & Acquisitions, Competitive Analysis, Financial Analysis
Education
Iona College 2006 — 2011
MBA, Finance
Manhattan College 2001 — 2005
BS, Economics
Ridge High School 1997 — 2001
Wellington Management November 2013 - Present
IAC April 2007 - October 2013
Visant Corporation March 2006 - March 2007
Level Global Investors May 2005 - March 2006
Moore Capital Management August 2002 - May 2004
Skills
Treasury, Investor Relations, Analytics, Financial Modeling, SEM, Mergers & Acquisitions, Competitive Analysis, Financial Analysis
Education
Iona College 2006 — 2011
MBA, Finance
Manhattan College 2001 — 2005
BS, Economics
Ridge High School 1997 — 2001
Peter Fever Peter Fever's Wellington Management Experience 2004 - Present
Job Vice President, Investment Systems
Industry Investment Management
Experience
Wellington Management 2004 - Present
Capital One Financial 2002 - 2004
Lee Capital 2001 - 2002
PA Management Consulting Group 1995 - 2001
Education
McGill University
BS
University of Hertfordshire
MS
Wellington Management 2004 - Present
Capital One Financial 2002 - 2004
Lee Capital 2001 - 2002
PA Management Consulting Group 1995 - 2001
Education
McGill University
BS
University of Hertfordshire
MS
Jessica Krason Jessica Krason's Wellington Management Experience May 2015 - Present
Job Client Relations & Business Operations Coordinator at Valamont Advisors
Industry Hospital & Health Care
Experience
Wellington Management May 2015 - Present
Valamont Advisors October 2014 - April 2015
Fresenius Medical Care September 2013 - September 2014
Fresenius Medical Care June 2012 - September 2013
Fresenius Medical Care February 2012 - June 2012
Save the Children November 2011 - December 2011
Massachusetts College of Liberal Arts May 2010 - May 2011
Massachusetts College of Liberal Arts September 2009 - May 2011
Massachusetts College of Liberal Arts September 2009 - May 2011
Massachusetts College of Liberal Arts September 2008 - May 2011
Skills
Microsoft Office, Lotus Notes, Dell Desktops, SAP, Switchboard Operator, Typing, MICROS, Micros, Event Management, Outlook, Proofreading, Dell Computers, Editing, Microsoft Word, Community Outreach, Administrative..., Human Resources, Event Planning, Data Entry, Leadership, Administrative..., Customer Service, PowerPoint, Social Media, Management, Microsoft Excel
Education
Massachusetts College of Liberal Arts 2007 — 2011
BADM, Event Management, Marketing
University of Massachusetts Boston 2013 — 2013
Project Management, Passed
Hampshire Regional 2001 — 2007
Wellington Management May 2015 - Present
Valamont Advisors October 2014 - April 2015
Fresenius Medical Care September 2013 - September 2014
Fresenius Medical Care June 2012 - September 2013
Fresenius Medical Care February 2012 - June 2012
Save the Children November 2011 - December 2011
Massachusetts College of Liberal Arts May 2010 - May 2011
Massachusetts College of Liberal Arts September 2009 - May 2011
Massachusetts College of Liberal Arts September 2009 - May 2011
Massachusetts College of Liberal Arts September 2008 - May 2011
Skills
Microsoft Office, Lotus Notes, Dell Desktops, SAP, Switchboard Operator, Typing, MICROS, Micros, Event Management, Outlook, Proofreading, Dell Computers, Editing, Microsoft Word, Community Outreach, Administrative..., Human Resources, Event Planning, Data Entry, Leadership, Administrative..., Customer Service, PowerPoint, Social Media, Management, Microsoft Excel
Education
Massachusetts College of Liberal Arts 2007 — 2011
BADM, Event Management, Marketing
University of Massachusetts Boston 2013 — 2013
Project Management, Passed
Hampshire Regional 2001 — 2007
Jacklyn Wang Hall Jacklyn Wang Hall's Wellington Management Experience September 2007 - August 2012
Job
Industry Investment Management
Experience
First State Investments January 2015 - Present
Macy's April 2014 - December 2014
Ann Inc. September 2012 - March 2014
Wellington Management September 2007 - August 2012
Morgan Stanley July 2006 - September 2007
Skills
Equity Research, Business Strategy, Equity Valuation, Valuation, Mergers, Financial Modeling, Competitive Analysis, Due Diligence, Fixed Income, Portfolio Management, Analytics, LBO, Investment Banking, Private Equity, Capital Markets, Derivatives, Asset Allocation, Entrepreneurship, Financial Markets, Market Research, Asset Managment, Bloomberg, Emerging Markets, Financial Analysis, Corporate Development, Project Management, Equities, Management Consulting, Biotechnology, Corporate Finance, Alternative Investments, Data Analysis, Hedge Funds, Research, Investor Relations, Investments, Investment Strategies, Economics
Education
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Massachusetts Institute of Technology 2002 — 2006
Bachelor's degree, Finance, General
First State Investments January 2015 - Present
Macy's April 2014 - December 2014
Ann Inc. September 2012 - March 2014
Wellington Management September 2007 - August 2012
Morgan Stanley July 2006 - September 2007
Skills
Equity Research, Business Strategy, Equity Valuation, Valuation, Mergers, Financial Modeling, Competitive Analysis, Due Diligence, Fixed Income, Portfolio Management, Analytics, LBO, Investment Banking, Private Equity, Capital Markets, Derivatives, Asset Allocation, Entrepreneurship, Financial Markets, Market Research, Asset Managment, Bloomberg, Emerging Markets, Financial Analysis, Corporate Development, Project Management, Equities, Management Consulting, Biotechnology, Corporate Finance, Alternative Investments, Data Analysis, Hedge Funds, Research, Investor Relations, Investments, Investment Strategies, Economics
Education
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Massachusetts Institute of Technology 2002 — 2006
Bachelor's degree, Finance, General
Scott Aziz Scott Aziz's Wellington Management Experience October 2009 - January 2011
Job Independent Consultant Software Dev/QA Excellence Leader
Industry Computer Software
Experience
Commonwealth of Massachusetts July 2015 - Present
Cognizant Technology Solutions October 2014 - June 2015
MphasiS June 2013 - October 2014
UST Global January 2011 - June 2013
Wellington Management October 2009 - January 2011
JetBlue Airlines February 2009 - September 2009
Intuit April 2006 - November 2008
Fidelity Investments January 1996 - May 2006
Sun Microsystems 1995 - 1996
IRI 1993 - 1995
Skills
QA Leadership, Agile Testing, SOA Testing, Cloud Computing, Test Automation, Test Management, Test Planning, System Testing, Testing, Penetration Testing, Usability Testing, User Acceptance Testing, Manual Testing, Testing Architecture, Software Engineering, Software Quality..., Enterprise Software, Software, Quality Management, Quality Assurance, Quality Systems, Security Audits, Performance Testing, Performance Analysis, Performance Tuning, Load Testing, Offshoring, Outsourcing, IT Outsourcing, Outsourcing Management, Offshore, Quality Auditing, Process Consulting, Management Consulting, Software Consulting, Strategic Consulting, QA consulting, Offshore consulting, Outsource Consulting, Test Strategy, Software Quality, Test Architect, Cloud Testing, Mobile Testing, Global Delivery, Agile Methodologies, Automation, Quality Center, SDLC, QA Engineering
Education
Merrimack College 1985 — 1988
Central Catholic 1981 — 1985
Merrimack College
Electrical Engineering
Commonwealth of Massachusetts July 2015 - Present
Cognizant Technology Solutions October 2014 - June 2015
MphasiS June 2013 - October 2014
UST Global January 2011 - June 2013
Wellington Management October 2009 - January 2011
JetBlue Airlines February 2009 - September 2009
Intuit April 2006 - November 2008
Fidelity Investments January 1996 - May 2006
Sun Microsystems 1995 - 1996
IRI 1993 - 1995
Skills
QA Leadership, Agile Testing, SOA Testing, Cloud Computing, Test Automation, Test Management, Test Planning, System Testing, Testing, Penetration Testing, Usability Testing, User Acceptance Testing, Manual Testing, Testing Architecture, Software Engineering, Software Quality..., Enterprise Software, Software, Quality Management, Quality Assurance, Quality Systems, Security Audits, Performance Testing, Performance Analysis, Performance Tuning, Load Testing, Offshoring, Outsourcing, IT Outsourcing, Outsourcing Management, Offshore, Quality Auditing, Process Consulting, Management Consulting, Software Consulting, Strategic Consulting, QA consulting, Offshore consulting, Outsource Consulting, Test Strategy, Software Quality, Test Architect, Cloud Testing, Mobile Testing, Global Delivery, Agile Methodologies, Automation, Quality Center, SDLC, QA Engineering
Education
Merrimack College 1985 — 1988
Central Catholic 1981 — 1985
Merrimack College
Electrical Engineering
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 Novello's Wellington Management Experience April 2015 - Present
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2015 - Present
Eaton Vance November 2012 - April 2015
Eaton Vance February 2011 - November 2012
Eaton Vance May 2010 - February 2011
5s Public Relations July 2009 - February 2010
RepNation August 2008 - May 2009
Skills
Series 7, Series 63, Institutional..., Equities, Fixed Income, Endowments, Foundations, Taft-Hartley, Pension Funds
Education
Indiana University Bloomington 2005 — 2009
BA, Journalism, Marketing
Wellington Management April 2015 - Present
Eaton Vance November 2012 - April 2015
Eaton Vance February 2011 - November 2012
Eaton Vance May 2010 - February 2011
5s Public Relations July 2009 - February 2010
RepNation August 2008 - May 2009
Skills
Series 7, Series 63, Institutional..., Equities, Fixed Income, Endowments, Foundations, Taft-Hartley, Pension Funds
Education
Indiana University Bloomington 2005 — 2009
BA, Journalism, Marketing
Ted Sheehan's Wellington Management Experience March 2012 - September 2012
Job Sales and Leasing Agent at Boston Proper Real Estate
Industry Online Media
Experience
Boston Proper Real Estate March 2013 - Present
Wiley-Blackwell November 2012 - January 2014
Wellington Management March 2012 - September 2012
KHJ January 2011 - December 2011
TechTarget January 2006 - January 2011
Skills
Account Management, Lead Generation, Management, Invoicing, Sarbanes-Oxley Act, Advertising, Salesforce.com, Negotiation, Online Advertising, Email Marketing, Digital Marketing, Social Media Marketing, Analysis, Social Media, Budgets, Accounts Receivable, Finance, Real Estate Transactions
Education
Loyola University
B.A, Political Science; Economics
Loyola University New Orleans
Bachelor's degree, Economics
Boston Proper Real Estate March 2013 - Present
Wiley-Blackwell November 2012 - January 2014
Wellington Management March 2012 - September 2012
KHJ January 2011 - December 2011
TechTarget January 2006 - January 2011
Skills
Account Management, Lead Generation, Management, Invoicing, Sarbanes-Oxley Act, Advertising, Salesforce.com, Negotiation, Online Advertising, Email Marketing, Digital Marketing, Social Media Marketing, Analysis, Social Media, Budgets, Accounts Receivable, Finance, Real Estate Transactions
Education
Loyola University
B.A, Political Science; Economics
Loyola University New Orleans
Bachelor's degree, Economics
Jessica Santiccioli Jessica Santiccioli's Wellington Management Experience January 2014 - August 2014
Job Graduate Student at MGH Institute of Health Professions
Industry Hospital & Health Care
Experience
MGH Institute of Health Professions May 2015 - Present
MGH Institute of Health Professions September 2014 - Present
Wellington Management January 2014 - August 2014
Adelphi Values May 2011 - December 2012
Business Knowledge Services May 2008 - April 2011
University of Massachusetts January 2008 - May 2008
UMass Boston January 2006 - May 2008
Department of Youth Services October 2005 - August 2006
Starbucks Coffee Company 2004 - 2006
Harvard Medical School May 2002 - August 2003
Skills
SPSS, Qualitative Research, Research, Excel, PowerPoint, Outlook, Literature Reviews, Statistics, Data Analysis, Data Collection, Analysis, Microsoft Office, Report Writing, Healthcare IT, Writing, Word, Editing, Research Design, Focus Groups, Public Speaking, Program Evaluation, Microsoft Excel, Teaching, Microsoft Word, Policy Analysis, Community Outreach, Healthcare Information..., Clinical Trials, Program Management, Leadership, Training, Quantitative Research, Public Health, Nonprofits, Stata, Epidemiology, Interviews, Survey Research, SAS, Biostatistics, Survey Design, Grant Writing, Proposal Writing, Public Policy, Policy, Outcomes Research, Health Policy, Grants, Data Management, Health Economics
Education
MGH Institute of Health Professions 2014 — 2017
Master's Degree, Family Nurse Practitioner
Tufts University 2012 — 2014
Premedical Studies, Post-bacc Pre-medical
University of Massachusetts Boston 2006 — 2008
Master of Arts, Applied Sociology
University of Massachusetts Boston 2002 — 2006
Bachelor of Arts, Sociology, Psychology, Spanish
Newton Country Day School
Newton Country Day School
MGH Institute of Health Professions May 2015 - Present
MGH Institute of Health Professions September 2014 - Present
Wellington Management January 2014 - August 2014
Adelphi Values May 2011 - December 2012
Business Knowledge Services May 2008 - April 2011
University of Massachusetts January 2008 - May 2008
UMass Boston January 2006 - May 2008
Department of Youth Services October 2005 - August 2006
Starbucks Coffee Company 2004 - 2006
Harvard Medical School May 2002 - August 2003
Skills
SPSS, Qualitative Research, Research, Excel, PowerPoint, Outlook, Literature Reviews, Statistics, Data Analysis, Data Collection, Analysis, Microsoft Office, Report Writing, Healthcare IT, Writing, Word, Editing, Research Design, Focus Groups, Public Speaking, Program Evaluation, Microsoft Excel, Teaching, Microsoft Word, Policy Analysis, Community Outreach, Healthcare Information..., Clinical Trials, Program Management, Leadership, Training, Quantitative Research, Public Health, Nonprofits, Stata, Epidemiology, Interviews, Survey Research, SAS, Biostatistics, Survey Design, Grant Writing, Proposal Writing, Public Policy, Policy, Outcomes Research, Health Policy, Grants, Data Management, Health Economics
Education
MGH Institute of Health Professions 2014 — 2017
Master's Degree, Family Nurse Practitioner
Tufts University 2012 — 2014
Premedical Studies, Post-bacc Pre-medical
University of Massachusetts Boston 2006 — 2008
Master of Arts, Applied Sociology
University of Massachusetts Boston 2002 — 2006
Bachelor of Arts, Sociology, Psychology, Spanish
Newton Country Day School
Newton Country Day School
Chad Lightfoot Chad Lightfoot's Wellington Management Experience 2009 - January 2010
Job Mobility Solutions Specialist at Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2012 - Present
Citrix Systems January 2010 - August 2012
Wellington Management 2009 - January 2010
Fidelity Investments April 2007 - December 2008
DeVA Systems Group October 2006 - April 2007
Renaissance Insurance Group August 2000 - September 2006
Loomis Sayles July 1999 - August 2000
Skills
Terminal Services, Hyper-V, App-V, Windows 8, RDS, XenApp, XenDesktop, Citrix, Systems Analysis, Citrix Metaframe, Solution Selling, Application..., Microsoft Technologies, SCCM, System Deployment, Systems Management, Windows 7, Pre-sales, IT Strategy, Windows, Infrastructure, Terminal Server, Cloud Computing
Education
Husson University 1998 — 2002
B.S., Computer Information Systems
Husson University 1995 — 1998
A.S., Public Accounting
Microsoft August 2012 - Present
Citrix Systems January 2010 - August 2012
Wellington Management 2009 - January 2010
Fidelity Investments April 2007 - December 2008
DeVA Systems Group October 2006 - April 2007
Renaissance Insurance Group August 2000 - September 2006
Loomis Sayles July 1999 - August 2000
Skills
Terminal Services, Hyper-V, App-V, Windows 8, RDS, XenApp, XenDesktop, Citrix, Systems Analysis, Citrix Metaframe, Solution Selling, Application..., Microsoft Technologies, SCCM, System Deployment, Systems Management, Windows 7, Pre-sales, IT Strategy, Windows, Infrastructure, Terminal Server, Cloud Computing
Education
Husson University 1998 — 2002
B.S., Computer Information Systems
Husson University 1995 — 1998
A.S., Public Accounting
Sean Blackwell, MBA Sean Blackwell, MBA's Wellington Management Experience June 2008 - August 2008
Job SVP at SecurevestMunicipals
Industry Financial Services
Experience
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
Abigail Babson's Wellington Management Experience May 2004 - Present
Job Investment Director, Fixed Income Product Management at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2004 - Present
J.P. Morgan July 1997 - March 2001
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Industrial Engineering
Wellington Management May 2004 - Present
J.P. Morgan July 1997 - March 2001
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Industrial Engineering
Kevin Francis's Wellington Management Experience February 2009 - Present
Job Vice President, Global Monitoring/Global Backup/Capacity Management
Industry Investment Management
Experience
Wellington Management February 2009 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments July 2001 - July 2007
CBE Technologies March 1997 - July 2001
EDS June 1995 - June 1997
Harvard Law School 1997 - 1997
EDS 1994 - 1995
Family Services Woodfield June 1993 - August 1994
Robinson & Cole 1992 - 1993
Texaco January 1992 - June 1992
Skills
Systems Management, Automation, Vendor Management, Technical Operations, SDLC, Disaster Recovery, ITIL, Enterprise Architecture, IT Operations, Data Center, IT Strategy, Program Management, Process Improvement, Capacity Planning, Unix, Business Continuity, Integration, Solaris, Project Management, Agile Methodologies, Enterprise Software
Education
Marist College 1988 — 1992
BS, Computer Science
Rocky Hill High School 1985 — 1988
Wellington Management February 2009 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments July 2001 - July 2007
CBE Technologies March 1997 - July 2001
EDS June 1995 - June 1997
Harvard Law School 1997 - 1997
EDS 1994 - 1995
Family Services Woodfield June 1993 - August 1994
Robinson & Cole 1992 - 1993
Texaco January 1992 - June 1992
Skills
Systems Management, Automation, Vendor Management, Technical Operations, SDLC, Disaster Recovery, ITIL, Enterprise Architecture, IT Operations, Data Center, IT Strategy, Program Management, Process Improvement, Capacity Planning, Unix, Business Continuity, Integration, Solaris, Project Management, Agile Methodologies, Enterprise Software
Education
Marist College 1988 — 1992
BS, Computer Science
Rocky Hill High School 1985 — 1988
Bill Masek's Wellington Management Experience 2010 - 2014
Job Senior Software Engineer at Akamai Technologies
Industry Computer Software
Experience
Altisource 2014 - 2015
Wellington Management 2010 - 2014
Plectix BioSystems 2009 - 2010
Fidelity Investments 2009 - 2009
IBM 2003 - 2009
Lotus Development 1998 - 2003
OSF 1993 - 1997
Charles River Data Systems 1990 - 1993
Skills
Agile Methodologies, Eclipse, Perl, XML, Unix, Subversion, SQL, Object Oriented Design, C++, Java, Integration, Spring, Linux, JavaScript, Software Project..., C
Education
Massachusetts Institute of Technology
PhD Program
Massachusetts Institute of Technology
Masters
University of California, Irvine
BS
University of California, Irvine
BA
Granada Hills High School
Altisource 2014 - 2015
Wellington Management 2010 - 2014
Plectix BioSystems 2009 - 2010
Fidelity Investments 2009 - 2009
IBM 2003 - 2009
Lotus Development 1998 - 2003
OSF 1993 - 1997
Charles River Data Systems 1990 - 1993
Skills
Agile Methodologies, Eclipse, Perl, XML, Unix, Subversion, SQL, Object Oriented Design, C++, Java, Integration, Spring, Linux, JavaScript, Software Project..., C
Education
Massachusetts Institute of Technology
PhD Program
Massachusetts Institute of Technology
Masters
University of California, Irvine
BS
University of California, Irvine
BA
Granada Hills High School
Srikanth Madarapu's Wellington Management Experience October 2001 - June 2004
Job Principal Application Developer at ADP
Industry Information Technology and Services
Experience
ADP April 2013 - Present
Workscape an ADP Company June 2011 - April 2013
Workscape August 2009 - June 2011
Workscape, Inc. October 2008 - June 2009
Workscape, Inc October 2007 - October 2008
Workscape, Inc December 2006 - October 2008
Senior Systems, Inc. June 2004 - December 2006
Wellington Management October 2001 - June 2004
Qwest Communications June 2000 - October 2001
Key Commerce Inc. September 1999 - June 2000
Skills
Java, Hibernate, Flex, EJB, Servlets, ActionScript, Tapestry, Spring, Camel, WebServices, SOA, Agile Methodologies, Human Resources, Web Services, Scrum, XML, Java Enterprise Edition, REST, Weblogic, AJAX, Oracle, JMS, JSF, Databases, Ant, Websphere, Maven, JUnit, Tomcat, JBoss Application Server, Struts, JDBC, Integration, SOAP, WebLogic, Spring Framework
Education
Kakatiya University 1992 — 1996
MCA
Kakatiya University 1989 — 1992
Bachelor of Commerce
C.K.M College 1987 — 1989
Intermediate
ADP April 2013 - Present
Workscape an ADP Company June 2011 - April 2013
Workscape August 2009 - June 2011
Workscape, Inc. October 2008 - June 2009
Workscape, Inc October 2007 - October 2008
Workscape, Inc December 2006 - October 2008
Senior Systems, Inc. June 2004 - December 2006
Wellington Management October 2001 - June 2004
Qwest Communications June 2000 - October 2001
Key Commerce Inc. September 1999 - June 2000
Skills
Java, Hibernate, Flex, EJB, Servlets, ActionScript, Tapestry, Spring, Camel, WebServices, SOA, Agile Methodologies, Human Resources, Web Services, Scrum, XML, Java Enterprise Edition, REST, Weblogic, AJAX, Oracle, JMS, JSF, Databases, Ant, Websphere, Maven, JUnit, Tomcat, JBoss Application Server, Struts, JDBC, Integration, SOAP, WebLogic, Spring Framework
Education
Kakatiya University 1992 — 1996
MCA
Kakatiya University 1989 — 1992
Bachelor of Commerce
C.K.M College 1987 — 1989
Intermediate
Ted Lovejoy, CFA's Wellington Management Experience June 2007 - August 2007
Job Managing Director, Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates July 2008 - Present
Wellington Management June 2007 - August 2007
Analysis Group, Inc. July 2003 - July 2006
Skills
Investment Management, Financial Modeling, Alternative Investments, Bloomberg, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Allocation, Bonds, Valuation, Due Diligence, Equity Research, Emerging Markets, Investments, Equities, Asset Managment, Fixed Income, Investment Strategies, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Trinity College-Hartford 1999 — 2003
BA, Economics and Public Policy
Cambridge Associates July 2008 - Present
Wellington Management June 2007 - August 2007
Analysis Group, Inc. July 2003 - July 2006
Skills
Investment Management, Financial Modeling, Alternative Investments, Bloomberg, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Allocation, Bonds, Valuation, Due Diligence, Equity Research, Emerging Markets, Investments, Equities, Asset Managment, Fixed Income, Investment Strategies, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Trinity College-Hartford 1999 — 2003
BA, Economics and Public Policy
Arun Balasubramaniam's Wellington Management Experience October 2014 - Present
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2014 - Present
Wellington Management March 2013 - September 2014
Acadian Asset Management July 2012 - March 2013
Acadian Asset Management March 2007 - June 2012
Fidelity Investments 2006 - 2007
Bonaire Software Solutions October 2005 - May 2006
Fidelity Investments April 2004 - September 2005
Colonial First State Global Asset Management (Avanteos) 2003 - 2004
Misys 1999 - 2002
Fujitsu Australia Limited 1993 - 1999
Skills
Product Management, Portfolio Management, Derivatives, Agile Methodologies, Equities, SQL, Fixed Income, SDLC, Hedge Funds, Quantitative Finance
Education
Massachusetts Institute of Technology 2008 — 2010
SM, Master of Science in Engineering and Management
University of Melbourne 2002 — 2003
Master of Engineering (M.Eng.), Telecommunications Engineering
Shivaji University 1989 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vidya Mandir High School
Wellington Management October 2014 - Present
Wellington Management March 2013 - September 2014
Acadian Asset Management July 2012 - March 2013
Acadian Asset Management March 2007 - June 2012
Fidelity Investments 2006 - 2007
Bonaire Software Solutions October 2005 - May 2006
Fidelity Investments April 2004 - September 2005
Colonial First State Global Asset Management (Avanteos) 2003 - 2004
Misys 1999 - 2002
Fujitsu Australia Limited 1993 - 1999
Skills
Product Management, Portfolio Management, Derivatives, Agile Methodologies, Equities, SQL, Fixed Income, SDLC, Hedge Funds, Quantitative Finance
Education
Massachusetts Institute of Technology 2008 — 2010
SM, Master of Science in Engineering and Management
University of Melbourne 2002 — 2003
Master of Engineering (M.Eng.), Telecommunications Engineering
Shivaji University 1989 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vidya Mandir High School
Bob Fuhrman's Wellington Management Experience Executive Director FID & MSCIMorgan Stanley1997 - 2005
Job Director at Wellington Management
Industry Investment Management
Experience
Wellington Management Executive Director FID & MSCIMorgan Stanley1997 - 2005
Lehman Brothers 1983 - 1990
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MS, Finance
The Johns Hopkins University 1972 — 1976
Wellington Management Executive Director FID & MSCIMorgan Stanley1997 - 2005
Lehman Brothers 1983 - 1990
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MS, Finance
The Johns Hopkins University 1972 — 1976
Christine Chandler's Wellington Management Experience July 2001 - Present
Job Regulatory Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2001 - Present
Wellington Management Company, LLP June 2001 - January 2007
Scudder Investments 1994 - 2001
Skills
Hedge Funds, Mutual Funds, Securities, FINRA
Education
Massachusetts College of Liberal Arts 1989 — 1993
Barnstable High School
Wellington Management July 2001 - Present
Wellington Management Company, LLP June 2001 - January 2007
Scudder Investments 1994 - 2001
Skills
Hedge Funds, Mutual Funds, Securities, FINRA
Education
Massachusetts College of Liberal Arts 1989 — 1993
Barnstable High School
Jim O'Meara's Wellington Management Experience 2002 - Present
Job VP at Wellington Management Company
Industry Financial Services
Experience
Wellington Management Company January 2002 - Present
Wellington Management 2002 - Present
Deutsche Asset Management April 1996 - January 2003
Skills
Asset Management
Education
Merrimack College 1980 — 1984
Wellington Management Company January 2002 - Present
Wellington Management 2002 - Present
Deutsche Asset Management April 1996 - January 2003
Skills
Asset Management
Education
Merrimack College 1980 — 1984
Jessica Wiggin's Wellington Management Experience August 2011 - Present
Job Administrative Assistant at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2011 - Present
Bay Hill Capital Management January 2009 - August 2011
Wellington Management Co August 2002 - December 2008
Feinstein Keane Healthcare 2001 - 2002
Extraprise 2000 - 2001
Tellabs/NetCore 1998 - 2000
Education
Lesley University
Bachelor, Business
Wellington Management August 2011 - Present
Bay Hill Capital Management January 2009 - August 2011
Wellington Management Co August 2002 - December 2008
Feinstein Keane Healthcare 2001 - 2002
Extraprise 2000 - 2001
Tellabs/NetCore 1998 - 2000
Education
Lesley University
Bachelor, Business
Alexander Zurflueh's Wellington Management Experience October 2011 - Present
Job Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
State Street Investment Analytics November 2009 - September 2011
SSB 2003 - 2011
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
University of Massachusetts, Amherst 1999 — 2003
B.A., Finance
Wellington Management October 2011 - Present
State Street Investment Analytics November 2009 - September 2011
SSB 2003 - 2011
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
University of Massachusetts, Amherst 1999 — 2003
B.A., Finance
Tricia (Royka) Thornton's Wellington Management Experience September 2008 - Present
Job AVP, Hedge Fund Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2008 - Present
Prides Capital July 2006 - September 2008
BISYS Hedge Fund Services 2004 - 2006
BISYS 2002 - 2005
Education
Merrimack College 1992 — 1996
Wellington Management September 2008 - Present
Prides Capital July 2006 - September 2008
BISYS Hedge Fund Services 2004 - 2006
BISYS 2002 - 2005
Education
Merrimack College 1992 — 1996
Martha Dietz Loring, ACNP-BC, RN, MS, BSN's Wellington Management Experience April 2008 - August 2010
Job Nurse Practitioner at Harvard Vanguard Medical Associates
Industry Medical Practice
Experience
Harvard Vanguard Medical Associates April 2014 - Present
MGH Institute of Health Professions September 2010 - Present
Genesis HealthCare September 2012 - February 2014
Wellington Management April 2008 - August 2010
Robeco Investment Management September 2006 - April 2008
Skills
Healthcare, Nursing, Cpr Certified, Research, Teaching
Education
MGH Institute of Health Professions 2010 — 2013
BSN, MS, Registered Nursing/Registered Nurse
Tufts University 2002 — 2006
BA, Psychology
Middlesex School 1998 — 2002
Harvard Vanguard Medical Associates April 2014 - Present
MGH Institute of Health Professions September 2010 - Present
Genesis HealthCare September 2012 - February 2014
Wellington Management April 2008 - August 2010
Robeco Investment Management September 2006 - April 2008
Skills
Healthcare, Nursing, Cpr Certified, Research, Teaching
Education
MGH Institute of Health Professions 2010 — 2013
BSN, MS, Registered Nursing/Registered Nurse
Tufts University 2002 — 2006
BA, Psychology
Middlesex School 1998 — 2002
Rakesh Yeredla, CFA's Wellington Management Experience July 2013 - Present
Job Asset Allocation Analyst
Industry Investment Management
Experience
Wellington Management July 2013 - Present
Vanderbilt University Endowment August 2008 - June 2011
Quantitative Services Group May 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Management, Risk Management, Quantitative Research, Investments, Investment Banking, Trading, Private Equity, Emerging Markets, Equities, Due Diligence, Asset Allocation, Investment Management, Hedge Funds, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison 2005 — 2007
MS, Engineering
Indian Institute of Technology, Madras 2000 — 2004
B.Tech, Metallurgical and Materials Engineering
Wellington Management July 2013 - Present
Vanderbilt University Endowment August 2008 - June 2011
Quantitative Services Group May 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Management, Risk Management, Quantitative Research, Investments, Investment Banking, Trading, Private Equity, Emerging Markets, Equities, Due Diligence, Asset Allocation, Investment Management, Hedge Funds, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Madison 2005 — 2007
MS, Engineering
Indian Institute of Technology, Madras 2000 — 2004
B.Tech, Metallurgical and Materials Engineering
Paul Deon's Wellington Management Experience April 2014 - Present
Job Lead Software Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management April 2014 - Present
First Team Solutions 2004 - April 2014
Centive (formerly Incentive Systems, Inc.) 2000 - 2004
More Systems 1991 - 2000
Raytheon Service Company 1989 - 1991
IOCS 1985 - 1989
WSI Corporation 1983 - 1985
Skills
Cloud Computing, Agile Methodologies, Java, Database Design, Databases, Software Engineering, Oracle, Business Intelligence, PL/SQL, Unix, Solaris, Software Development, SDLC, Data Warehousing, Data Modeling, SQL, Perl, ETL, Microsoft SQL Server, Unix Shell Scripting, Software Project..., Performance Tuning, Oracle RAC, SQL Tuning, SSIS, ERP, Integration, SaaS, Shell Scripting
Education
Lyndon State College 1979 — 1983
Bachelor of Science (BS), Meterology
Wellington Management April 2014 - Present
First Team Solutions 2004 - April 2014
Centive (formerly Incentive Systems, Inc.) 2000 - 2004
More Systems 1991 - 2000
Raytheon Service Company 1989 - 1991
IOCS 1985 - 1989
WSI Corporation 1983 - 1985
Skills
Cloud Computing, Agile Methodologies, Java, Database Design, Databases, Software Engineering, Oracle, Business Intelligence, PL/SQL, Unix, Solaris, Software Development, SDLC, Data Warehousing, Data Modeling, SQL, Perl, ETL, Microsoft SQL Server, Unix Shell Scripting, Software Project..., Performance Tuning, Oracle RAC, SQL Tuning, SSIS, ERP, Integration, SaaS, Shell Scripting
Education
Lyndon State College 1979 — 1983
Bachelor of Science (BS), Meterology
Kerri Cochrane's Wellington Management Experience June 2012 - Present
Job Wellington Trust Administration Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2012 - Present
State Street Corporation January 2011 - June 2012
State Street Corporation April 2006 - January 2011
State Street Corporation June 2005 - April 2006
State Street Corporation October 2004 - June 2005
State Street Corporation September 2003 - October 2004
State Street Corporation June 2002 - September 2003
First Union National Bank May 2000 - January 2002
Skills
Fund Administration, Mutual Funds, Alternative Investments, Financial Reporting, Process Improvement, Fund Accounting, Due Diligence, Financial Services, Accounting, Auditing, SEC filings, Analysis, Financial Statements, Bloomberg
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration degree, Business Economics
Wellington Management June 2012 - Present
State Street Corporation January 2011 - June 2012
State Street Corporation April 2006 - January 2011
State Street Corporation June 2005 - April 2006
State Street Corporation October 2004 - June 2005
State Street Corporation September 2003 - October 2004
State Street Corporation June 2002 - September 2003
First Union National Bank May 2000 - January 2002
Skills
Fund Administration, Mutual Funds, Alternative Investments, Financial Reporting, Process Improvement, Fund Accounting, Due Diligence, Financial Services, Accounting, Auditing, SEC filings, Analysis, Financial Statements, Bloomberg
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration degree, Business Economics
Peter Vuong's Wellington Management Experience May 2006 - November 2006
Job Senior Analyst of Currency Risk at Boston Scientific
Industry Financial Services
Experience
Boston Scientific July 2013 - Present
LIONBRIDGE TECHNOLOGIES March 2010 - June 2013
Lionbridge January 2007 - January 2010
Wellington Management May 2006 - November 2006
CitiStreet October 2005 - April 2006
WYMAN FINANCIAL CONTRACTING June 2005 - October 2005
Skills
Microsoft Excel, Cognos, Financial Analysis, Cash Management, FX, Reconciliation, Forecasting, Insurance, Microsoft Office, Treasury Management, Account Reconciliation, FX Options, Accounts Payable, Accounting, Finance, Banking, Analysis, Treasury, Cash Flow Forecasting, Cash Flow, Payments, Risk Management, Cash, Trading, Bloomberg, Derivatives, Investments, Financial Modeling, General Ledger, Auditing
Education
AREA 2014 — 2014
Isenberg School of Management, UMass Amherst 2002 — 2005
Bachelors, Business Administration; Finance
Suffolk University - Sawyer School of Management 2000 — 2001
Finance
AREA
Real Estate Education Course, Real Estate
Malden High
Boston Scientific July 2013 - Present
LIONBRIDGE TECHNOLOGIES March 2010 - June 2013
Lionbridge January 2007 - January 2010
Wellington Management May 2006 - November 2006
CitiStreet October 2005 - April 2006
WYMAN FINANCIAL CONTRACTING June 2005 - October 2005
Skills
Microsoft Excel, Cognos, Financial Analysis, Cash Management, FX, Reconciliation, Forecasting, Insurance, Microsoft Office, Treasury Management, Account Reconciliation, FX Options, Accounts Payable, Accounting, Finance, Banking, Analysis, Treasury, Cash Flow Forecasting, Cash Flow, Payments, Risk Management, Cash, Trading, Bloomberg, Derivatives, Investments, Financial Modeling, General Ledger, Auditing
Education
AREA 2014 — 2014
Isenberg School of Management, UMass Amherst 2002 — 2005
Bachelors, Business Administration; Finance
Suffolk University - Sawyer School of Management 2000 — 2001
Finance
AREA
Real Estate Education Course, Real Estate
Malden High
Corey Bearce's Wellington Management Experience August 2006 - January 2010
Job Director Equity Sales Trader at CLSA
Industry Capital Markets
Experience
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
Sarah Tinsley Somers's Wellington Management Experience July 2003 - Present
Job Assistant Vice President
Industry Investment Management
Experience
Wellington Management July 2003 - Present
Investors Bank & Trust 2000 - 2003
Education
Merrimack College 1996 — 2000
Wellington Management July 2003 - Present
Investors Bank & Trust 2000 - 2003
Education
Merrimack College 1996 — 2000
Rahul (Art Shrian) Tiwari's Wellington Management Experience July 2009 - December 2009
Job Director Delivery, Enterprise Mobile Solutions & QA Services; Delivery/Account/Program Manager; Agile/Scrum Coach
Industry Information Technology and Services
Experience
InfoStretch Corporation April 2010 - Present
Peloton Cycle July 2015 - Present
Weight Watchers February 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
NYSE Euronext July 2010 - June 2012
Transaction Network Services April 2010 - July 2010
Sapient June 2006 - January 2010
Wellington Management July 2009 - December 2009
Chevron January 2009 - June 2009
Sprint Nextel May 2008 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Quality Center, Test Management, Scrum, Test Planning, Testing, Regression Testing, Agile Project Management, SDLC, Manual Testing, User Acceptance Testing, QTP, JIRA, HP Quality Center, Test Strategy, Quality Assurance, Management, Test Cases, System Testing, Project Management, Selenium, Agile Testing, Functional Testing, Mobile Applications, Mobile Devices, Mobile Testing, Defect Tracking, LoadRunner, Test Automation..., Performance Testing, Security Testing, Test Execution, Android, Business Requirements, Software Documentation, E-commerce, Software Project..., Usability Testing, Integration Testing, Project Delivery, Business Analysis, Requirements Analysis, Program Management, Enterprise Software, Vendor Management, HP QTP
Education
Institute of Chartered Financial Analysts
Coursework towards Master of Business Administration (MBA), Finance and Financial Management Services
University of Northern Virginia
Coursework towards Master of Science (MS), Computer Science
Maharshi Dayanand University
B.E. (I.T.), Information Technology
InfoStretch Corporation April 2010 - Present
Peloton Cycle July 2015 - Present
Weight Watchers February 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
NYSE Euronext July 2010 - June 2012
Transaction Network Services April 2010 - July 2010
Sapient June 2006 - January 2010
Wellington Management July 2009 - December 2009
Chevron January 2009 - June 2009
Sprint Nextel May 2008 - December 2008
Skills
Agile Methodologies, Test Automation, Software Quality..., Quality Center, Test Management, Scrum, Test Planning, Testing, Regression Testing, Agile Project Management, SDLC, Manual Testing, User Acceptance Testing, QTP, JIRA, HP Quality Center, Test Strategy, Quality Assurance, Management, Test Cases, System Testing, Project Management, Selenium, Agile Testing, Functional Testing, Mobile Applications, Mobile Devices, Mobile Testing, Defect Tracking, LoadRunner, Test Automation..., Performance Testing, Security Testing, Test Execution, Android, Business Requirements, Software Documentation, E-commerce, Software Project..., Usability Testing, Integration Testing, Project Delivery, Business Analysis, Requirements Analysis, Program Management, Enterprise Software, Vendor Management, HP QTP
Education
Institute of Chartered Financial Analysts
Coursework towards Master of Business Administration (MBA), Finance and Financial Management Services
University of Northern Virginia
Coursework towards Master of Science (MS), Computer Science
Maharshi Dayanand University
B.E. (I.T.), Information Technology
Ron Klotter's Wellington Management Experience April 1997 - April 2000
Job Managing Director at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Christopher Grohe's Wellington Management Experience June 2002 - Present
Job Quantitative Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2002 - Present
Deutsche Asset Management 2001 - 2002
Deutsche Asset Management (Scudder) 2001 - 2002
GMO 1999 - 2000
Baring Asset Management 1994 - 1997
Sr Business Analyst / Developer 1994 - 1996
Skills
Quantitative Research, Portfolio Management, Equities, Quantitative Analysis, Asset Management, Portfolio Optimization, R, Quantitative Finance, Investment Strategies, Statistics, SQL, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science
THE Acton Boxboro RHS 1985 — 1989
Wellington Management June 2002 - Present
Deutsche Asset Management 2001 - 2002
Deutsche Asset Management (Scudder) 2001 - 2002
GMO 1999 - 2000
Baring Asset Management 1994 - 1997
Sr Business Analyst / Developer 1994 - 1996
Skills
Quantitative Research, Portfolio Management, Equities, Quantitative Analysis, Asset Management, Portfolio Optimization, R, Quantitative Finance, Investment Strategies, Statistics, SQL, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science
THE Acton Boxboro RHS 1985 — 1989
Nagendra Duvvuri's Wellington Management Experience August 2008 - March 2009
Job Sr.Database Administrator at Tesla Motors
Industry Information Technology and Services
Experience
Tesla Motors July 2015 - Present
Visa May 2010 - July 2015
Microsoft Corporation April 2009 - March 2010
Wellington Management August 2008 - March 2009
Broadridge March 2008 - July 2008
Red Bull June 2007 - February 2008
Skills
Data Warehousing, ETL, SSIS, Agile Methodologies, Microsoft SQL Server, Database Administration, SQL, Databases, T-SQL, Oracle, SSRS, Data Modeling, SDLC
Education
New Jersey Institute of Technology 2005 — 2007
Masters
Jawaharlal Nehru Technological University 2001 — 2005
Tesla Motors July 2015 - Present
Visa May 2010 - July 2015
Microsoft Corporation April 2009 - March 2010
Wellington Management August 2008 - March 2009
Broadridge March 2008 - July 2008
Red Bull June 2007 - February 2008
Skills
Data Warehousing, ETL, SSIS, Agile Methodologies, Microsoft SQL Server, Database Administration, SQL, Databases, T-SQL, Oracle, SSRS, Data Modeling, SDLC
Education
New Jersey Institute of Technology 2005 — 2007
Masters
Jawaharlal Nehru Technological University 2001 — 2005
Lynn Berman's Wellington Management Experience December 2005 - Present
Job Senior Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management December 2005 - Present
Investors Bank and Trust Company 1999 - 2005
IBT 1999 - 2005
Arthur Anderen 1997 - 1999
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Wellington Management December 2005 - Present
Investors Bank and Trust Company 1999 - 2005
IBT 1999 - 2005
Arthur Anderen 1997 - 1999
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
pamela post's Wellington Management Experience Manager, Financial Client Serviceswellington management2000 - 2007
Job Global Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management Manager, Financial Client Serviceswellington management2000 - 2007
Education
Miami University 1993 — 1997
Bachelor of Science, Accountancy
Wellington Management Manager, Financial Client Serviceswellington management2000 - 2007
Education
Miami University 1993 — 1997
Bachelor of Science, Accountancy
Marcia Bernd, MA's Wellington Management Experience May 1994 - April 1999
Job Mental Health Professional & Financial Therapist
Industry Mental Health Care
Experience
Bell Socialization Services, Inc. July 2009 - Present
Advocates, Inc. December 2004 - September 2005
Oechsle International Advisors, LLP May 1999 - April 2003
Wellington Management May 1994 - April 1999
Fidelity Investments February 1984 - March 1994
Skills
Equities, Investments, Management, Public Speaking, Social Services, Mental Health Counseling, Team Building
Education
Lesley University 1999 — 2003
MA, Counseling Psychology
Penn State University 1978 — 1982
BA, Liberal Studies
Bell Socialization Services, Inc. July 2009 - Present
Advocates, Inc. December 2004 - September 2005
Oechsle International Advisors, LLP May 1999 - April 2003
Wellington Management May 1994 - April 1999
Fidelity Investments February 1984 - March 1994
Skills
Equities, Investments, Management, Public Speaking, Social Services, Mental Health Counseling, Team Building
Education
Lesley University 1999 — 2003
MA, Counseling Psychology
Penn State University 1978 — 1982
BA, Liberal Studies
Boris Elbert's Wellington Management Experience February 2013 - Present
Job Managing Director, Derivatives, Asset Allocation & Commodity Systems at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2013 - Present
Wellington Management October 2004 - March 2013
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Asset Allocation, FX Options, Equities, Risk Management, Credit Derivatives, Interest Rate..., Market Data, Calypso, Financial Markets, Financial Risk, Asset Management, Trading Systems, Commodity, Asset Managment, Capital Markets, Equity Derivatives, Options, Swaps, Alternative Investments, Financial Modeling, Portfolio Management, Commodities
Education
Massachusetts Institute of Technology
MS, EECS
Wellington Management February 2013 - Present
Wellington Management October 2004 - March 2013
Fleet Bank 1999 - 2004
BankBoston 1996 - 1999
Skills
Derivatives, Hedge Funds, Fixed Income, Asset Allocation, FX Options, Equities, Risk Management, Credit Derivatives, Interest Rate..., Market Data, Calypso, Financial Markets, Financial Risk, Asset Management, Trading Systems, Commodity, Asset Managment, Capital Markets, Equity Derivatives, Options, Swaps, Alternative Investments, Financial Modeling, Portfolio Management, Commodities
Education
Massachusetts Institute of Technology
MS, EECS
Susan Ackermann's Wellington Management Experience 2002 - 2004
Job Senior AssociateBoard Leadership Practice at Korn/Ferry International
Industry Staffing and Recruiting
Experience
Korn/Ferry International 2011 - Present
Phillips DiPisa & Associates 2005 - 2009
Wellington Management 2002 - 2004
Russell Reynolds Associates 1998 - 2002
Russell Reynolds Associates 1997 - 1998
Russell Reynolds Associates 1994 - 1997
Russell Reynolds Associates 1982 - 1994
Skills
Executive Search, Talent Management, Leadership, Sourcing, Succession Planning, Healthcare, Recruiting, Management, Program Management, Technical Recruiting, Management Consulting, Talent Acquisition, Professional Services, Organizational..., Training, Financial Services, Internet Recruiting, Executive Coaching, Business Strategy, Organizational Design, Performance Management, Human Resources, Strategy, Project Management
Education
Lindenwood University
BA
Simmons College
MLS
Korn/Ferry International 2011 - Present
Phillips DiPisa & Associates 2005 - 2009
Wellington Management 2002 - 2004
Russell Reynolds Associates 1998 - 2002
Russell Reynolds Associates 1997 - 1998
Russell Reynolds Associates 1994 - 1997
Russell Reynolds Associates 1982 - 1994
Skills
Executive Search, Talent Management, Leadership, Sourcing, Succession Planning, Healthcare, Recruiting, Management, Program Management, Technical Recruiting, Management Consulting, Talent Acquisition, Professional Services, Organizational..., Training, Financial Services, Internet Recruiting, Executive Coaching, Business Strategy, Organizational Design, Performance Management, Human Resources, Strategy, Project Management
Education
Lindenwood University
BA
Simmons College
MLS
Magnus Bjorkman's Wellington Management Experience 2001 - 2002
Job Senior Consultant Amazon Web Services (AWS) at Amazon
Industry Computer Software
Experience
Amazon October 2015 - Present
Harvard University April 2015 - October 2015
Harvard University September 2010 - April 2015
Sapient 2006 - 2010
Sorriso Technologies 2006 - 2006
Harvard University 2002 - 2006
Wellington Management 2001 - 2002
Cambridge IS 2000 - 2001
Skills
Solution Architecture, Java Enterprise Edition, Agile Methodologies, Architecture, Amazon Web Services..., Cloud Computing, Software Project..., Software Development, Project Management, Architectures, Enterprise Architecture, SDLC, SOA, IT Strategy, Agile Project Management, Program Management, Requirements Analysis, Identity and Access..., Networking, System Administration, Security
Education
Linköping University 1995 — 1999
Master, Computer Science
Amazon October 2015 - Present
Harvard University April 2015 - October 2015
Harvard University September 2010 - April 2015
Sapient 2006 - 2010
Sorriso Technologies 2006 - 2006
Harvard University 2002 - 2006
Wellington Management 2001 - 2002
Cambridge IS 2000 - 2001
Skills
Solution Architecture, Java Enterprise Edition, Agile Methodologies, Architecture, Amazon Web Services..., Cloud Computing, Software Project..., Software Development, Project Management, Architectures, Enterprise Architecture, SDLC, SOA, IT Strategy, Agile Project Management, Program Management, Requirements Analysis, Identity and Access..., Networking, System Administration, Security
Education
Linköping University 1995 — 1999
Master, Computer Science
Sambi Reddy's Wellington Management Experience November 2011 - Present
Job Senior Software Consultant at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management November 2011 - Present
Skills
Eclipse, Ant, Web Services, Java Enterprise Edition, Swing, Java, Spring, SOA, Oracle, Perl, Core Java, JFace, Design Patterns, Eclipse RCP, SWT, J2EE Architecture, OSGi, Distributed Systems, JavaScript, EMF, GEF, WSDL, UML, SQL Server, Weblogic, SAP XI, Hadoop, J2EE Application..., XSD, mylyn, Node.js, String Templates, Equinox, MapReduce, ANTLR, AngularJS, Microsoft SQL Server, Spring Framework, Big Data, SQL
Education
Jawaharlal Nehru Technological University
B.Tech, Computer Sciences
Wellington Management November 2011 - Present
Skills
Eclipse, Ant, Web Services, Java Enterprise Edition, Swing, Java, Spring, SOA, Oracle, Perl, Core Java, JFace, Design Patterns, Eclipse RCP, SWT, J2EE Architecture, OSGi, Distributed Systems, JavaScript, EMF, GEF, WSDL, UML, SQL Server, Weblogic, SAP XI, Hadoop, J2EE Application..., XSD, mylyn, Node.js, String Templates, Equinox, MapReduce, ANTLR, AngularJS, Microsoft SQL Server, Spring Framework, Big Data, SQL
Education
Jawaharlal Nehru Technological University
B.Tech, Computer Sciences
Deirdre Doolan's Wellington Management Experience May 1982 - February 1996
Job Sr. Software Developer/Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments PrincipalGlobal Information ResourcesMarch 1996 - September 2003
Wellington Management May 1982 - February 1996
Skills
Databases, SOA, Microsoft SQL Server, Requirements Analysis, Data Analysis, Agile Methodologies, SDLC, Data Warehousing, VBA, Business Analysis, Equities, Trading Systems, Unix, Software Development, Software Project..., Analysis, Requirements Gathering, Data Modeling
Education
Massachusetts Institute of Technology 1976 — 1980
BS, Mathematics
Putnam Investments PrincipalGlobal Information ResourcesMarch 1996 - September 2003
Wellington Management May 1982 - February 1996
Skills
Databases, SOA, Microsoft SQL Server, Requirements Analysis, Data Analysis, Agile Methodologies, SDLC, Data Warehousing, VBA, Business Analysis, Equities, Trading Systems, Unix, Software Development, Software Project..., Analysis, Requirements Gathering, Data Modeling
Education
Massachusetts Institute of Technology 1976 — 1980
BS, Mathematics
Garrick Bauer's Wellington Management Experience October 2011 - June 2013
Job High Yield Analyst at Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors, Inc. August 2013 - Present
Wellington Management October 2011 - June 2013
Wellington Management June 2004 - October 2011
Summit Investment Partners April 1999 - July 2002
Skills
Fixed Income, Portfolio Management, Investments, Equities, Bonds, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Investment Management, Asset Allocation, Global Macro, Alternative Investments, Relative Value, Hedge Funds, Investment Strategies
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA)
Miami University 1993 — 1997
Bachelor of Science (BS), Accounting
Fort Washington Investment Advisors, Inc. August 2013 - Present
Wellington Management October 2011 - June 2013
Wellington Management June 2004 - October 2011
Summit Investment Partners April 1999 - July 2002
Skills
Fixed Income, Portfolio Management, Investments, Equities, Bonds, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Investment Management, Asset Allocation, Global Macro, Alternative Investments, Relative Value, Hedge Funds, Investment Strategies
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA)
Miami University 1993 — 1997
Bachelor of Science (BS), Accounting
Alyssa Burd's Wellington Management Experience November 2012 - April 2014
Job Executive Assistant at Bain Capital
Industry Investment Management
Experience
Bain Capital April 2014 - Present
Wellington Management November 2012 - April 2014
The Hartford Financial Services Group, Inc September 2009 - November 2012
Prudential Financial June 2008 - July 2009
Enfield Dermatology April 2006 - January 2007
Skills
Human Resources, Insurance, Mediation, Management, Analysis, Claim, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
MBA
The University of Connecticut School of Business 2005 — 2009
BS, Finance
Bain Capital April 2014 - Present
Wellington Management November 2012 - April 2014
The Hartford Financial Services Group, Inc September 2009 - November 2012
Prudential Financial June 2008 - July 2009
Enfield Dermatology April 2006 - January 2007
Skills
Human Resources, Insurance, Mediation, Management, Analysis, Claim, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
MBA
The University of Connecticut School of Business 2005 — 2009
BS, Finance
Sherwin Reyes's Wellington Management Experience February 2008 - December 2010
Job Senior Software Developer
Industry Information Services
Experience
Burgess Group, LLC December 2010 - Present
Wellington Management February 2008 - December 2010
J Vista Software, LLC September 2005 - December 2010
REYES Consulting Services March 2009 - March 2010
AMC Theatres June 2007 - January 2008
New York Life Insurance Company September 2005 - April 2007
Skills
WCF, XAML, ASP.NET, C#, SDLC, Software Design, Microsoft SQL Server, Web Services, Healthcare Information..., Visual Studio, SQL, Software Development, .NET, XML, Database Design, Software Engineering, Agile Methodologies, Object Oriented Design, SOA
Education
Maharishi University of Management 2005 — 2008
Master of Science (M.Sc.), Computer Science
Technological University of the Philippines
Burgess Group, LLC December 2010 - Present
Wellington Management February 2008 - December 2010
J Vista Software, LLC September 2005 - December 2010
REYES Consulting Services March 2009 - March 2010
AMC Theatres June 2007 - January 2008
New York Life Insurance Company September 2005 - April 2007
Skills
WCF, XAML, ASP.NET, C#, SDLC, Software Design, Microsoft SQL Server, Web Services, Healthcare Information..., Visual Studio, SQL, Software Development, .NET, XML, Database Design, Software Engineering, Agile Methodologies, Object Oriented Design, SOA
Education
Maharishi University of Management 2005 — 2008
Master of Science (M.Sc.), Computer Science
Technological University of the Philippines
Brian Mobray's Wellington Management Experience April 2011 - August 2013
Job Mobray Capital Management, LLC
Industry Financial Services
Experience
Wellington Management April 2011 - August 2013
Textron Inc December 2007 - December 2010
The Roosevelt Investment Group September 2006 - November 2007
Skills
Auditing, Internal Controls, Microsoft Office, Outlook, Treasury Management, Financial Analysis, Management, Financial Modeling, PeopleSoft, Financial Accounting, Lotus Notes, Microsoft Excel, US GAAP, Internal Audit, Program Management, Financial Reporting, Software Documentation, Portfolio Management, Financial Statements, Marketing, Entrepreneurship, Accounting, Corporate Finance, Bloomberg, Budgets, Leadership, Treasury, Business Development, Process Improvement, Negotiation, Cash Management, Investments, Microsoft Word, New Business Development, Training, Risk Management, Relationship Management, Banking, Financial Services, Mergers & Acquisitions, Change Management, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, PowerPoint, Project Management, Sales, Customer Service, Market Research
Education
Johnson & Wales University 2003 — 2006
M.B.A., Internation Business
Wellington Management April 2011 - August 2013
Textron Inc December 2007 - December 2010
The Roosevelt Investment Group September 2006 - November 2007
Skills
Auditing, Internal Controls, Microsoft Office, Outlook, Treasury Management, Financial Analysis, Management, Financial Modeling, PeopleSoft, Financial Accounting, Lotus Notes, Microsoft Excel, US GAAP, Internal Audit, Program Management, Financial Reporting, Software Documentation, Portfolio Management, Financial Statements, Marketing, Entrepreneurship, Accounting, Corporate Finance, Bloomberg, Budgets, Leadership, Treasury, Business Development, Process Improvement, Negotiation, Cash Management, Investments, Microsoft Word, New Business Development, Training, Risk Management, Relationship Management, Banking, Financial Services, Mergers & Acquisitions, Change Management, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, PowerPoint, Project Management, Sales, Customer Service, Market Research
Education
Johnson & Wales University 2003 — 2006
M.B.A., Internation Business
Catherine Curtis's Wellington Management Experience May 2010 - Present
Job Wellington Management, LLP
Industry Investment Management
Experience
Wellington Management May 2010 - Present
Cafco Construction Management, Inc. November 2008 - May 2010
DFS 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, Onboarding, PowerPoint, Microsoft Office, Human Resources, Social Media, Facebook, Event Planning, Customer Service, Insurance, Cold Calling, Bloomberg Terminal, Account Management, Outlook, Public Speaking, Valuation
Education
Marist College 2004 — 2008
Business Administration, Human Resources
Skaneateles High School 2000 — 2004
Wellington Management May 2010 - Present
Cafco Construction Management, Inc. November 2008 - May 2010
DFS 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, Onboarding, PowerPoint, Microsoft Office, Human Resources, Social Media, Facebook, Event Planning, Customer Service, Insurance, Cold Calling, Bloomberg Terminal, Account Management, Outlook, Public Speaking, Valuation
Education
Marist College 2004 — 2008
Business Administration, Human Resources
Skaneateles High School 2000 — 2004
Joy Lee's Wellington Management Experience May 2007 - May 2010
Job Senior Treasury Analyst at General Motors
Industry Financial Services
Experience
General Motors August 2012 - Present
Goldman Sachs June 2011 - August 2011
Wellington Management May 2007 - May 2010
CRA International August 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Bloomberg, Cash Management, Asset Management, Capital Markets, Finance, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
Massachusetts Institute of Technology 2001 — 2005
BA, Management Science
General Motors August 2012 - Present
Goldman Sachs June 2011 - August 2011
Wellington Management May 2007 - May 2010
CRA International August 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Bloomberg, Cash Management, Asset Management, Capital Markets, Finance, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
Massachusetts Institute of Technology 2001 — 2005
BA, Management Science
Bill Goldenthal's Wellington Management Experience 2000 - Present
Job Partner, Wellington Management
Industry Investment Management
Experience
Wellington Management 2000 - Present
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Portfolio Management, Investments, Derivatives, Mutual Funds, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1994
SB, SM, PhD, Aeronautical and Astronautical Engineering
Wellington Management 2000 - Present
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Portfolio Management, Investments, Derivatives, Mutual Funds, Investment Management, Asset Allocation
Education
Massachusetts Institute of Technology 1983 — 1994
SB, SM, PhD, Aeronautical and Astronautical Engineering
Nauman Khalil's Wellington Management Experience September 2008 - November 2010
Job System Engineer at Citi
Industry Information Technology and Services
Experience
Citi July 2014 - Present
Halliburton March 2013 - June 2014
Loomis, Sayles & Company November 2010 - March 2013
Wellington Management September 2008 - November 2010
C & H May 2008 - August 2008
Microcomm (Offshore Company of Trilliant Networks USA and Canada) August 2006 - January 2008
Digital Processing Systems July 2005 - August 2006
Qixsol Technologies June 2004 - February 2005
Skills
Java/J2EE, Eclipse, Java, Software Engineering, Sun Certified Java..., Ant, Agile Methodologies, Spring, Web Services, Java Enterprise Edition, Hibernate, JUnit, JDBC, SOA, Project Management, Strategic Planning, Tomcat, Enterprise Architecture, XML, JBoss Application Server, Struts, JMS, JSP, Design Patterns, Spring Framework
Education
Iqra University 2003 — 2004
MCS, Software Engineering
Iqra University 2001 — 2003
BCS, Computer Software
Citi July 2014 - Present
Halliburton March 2013 - June 2014
Loomis, Sayles & Company November 2010 - March 2013
Wellington Management September 2008 - November 2010
C & H May 2008 - August 2008
Microcomm (Offshore Company of Trilliant Networks USA and Canada) August 2006 - January 2008
Digital Processing Systems July 2005 - August 2006
Qixsol Technologies June 2004 - February 2005
Skills
Java/J2EE, Eclipse, Java, Software Engineering, Sun Certified Java..., Ant, Agile Methodologies, Spring, Web Services, Java Enterprise Edition, Hibernate, JUnit, JDBC, SOA, Project Management, Strategic Planning, Tomcat, Enterprise Architecture, XML, JBoss Application Server, Struts, JMS, JSP, Design Patterns, Spring Framework
Education
Iqra University 2003 — 2004
MCS, Software Engineering
Iqra University 2001 — 2003
BCS, Computer Software
Pamela Poole's Wellington Management Experience May 2012 - Present
Job Vice President and Account Manager, Global Consultant Relations at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2012 - Present
Wellington Management April 2011 - April 2012
Wellington Management 2008 - 2011
Wellington Management April 2000 - August 2008
Skills
Investment Management, Alternative Investments, Equities, Asset Managment, Hedge Funds, Asset Allocation, Bloomberg, Asset Management, Fixed Income
Education
Miami University 1993 — 1997
Bachelor, Accounting
Wellington Management May 2012 - Present
Wellington Management April 2011 - April 2012
Wellington Management 2008 - 2011
Wellington Management April 2000 - August 2008
Skills
Investment Management, Alternative Investments, Equities, Asset Managment, Hedge Funds, Asset Allocation, Bloomberg, Asset Management, Fixed Income
Education
Miami University 1993 — 1997
Bachelor, Accounting
Arun Kumar Rajendran's Wellington Management Experience March 2012 - September 2012
Job VP / Business Systems Analysis at State Street Bank
Industry Financial Services
Experience
State Street May 2015 - Present
State Street December 2012 - April 2015
Wellington Management March 2012 - September 2012
Putnam Investments October 2007 - March 2012
Marsh January 2007 - October 2007
Skills
SDLC, Business Analysis, Fixed Income, Requirements Analysis, Visio, VBA, Options Pricing, Equity Derivatives, Currency, FX trading, Fixed Income Products, Equity Trading, Trading Systems, Front Office, Middle Office, Derivatives Trading, Securities Lending, Risk Management, Collateral Management, Project Management, Bloomberg, Market Data, Business Requirements, SQL, Consulting, Vendor Management, Requirements Gathering, Financial Services
Education
Lamar University 2002 — 2004
MEM, Engineering Management
University of Madras 1998 — 2002
Computer Scinence & Engg, Computer Science
State Street May 2015 - Present
State Street December 2012 - April 2015
Wellington Management March 2012 - September 2012
Putnam Investments October 2007 - March 2012
Marsh January 2007 - October 2007
Skills
SDLC, Business Analysis, Fixed Income, Requirements Analysis, Visio, VBA, Options Pricing, Equity Derivatives, Currency, FX trading, Fixed Income Products, Equity Trading, Trading Systems, Front Office, Middle Office, Derivatives Trading, Securities Lending, Risk Management, Collateral Management, Project Management, Bloomberg, Market Data, Business Requirements, SQL, Consulting, Vendor Management, Requirements Gathering, Financial Services
Education
Lamar University 2002 — 2004
MEM, Engineering Management
University of Madras 1998 — 2002
Computer Scinence & Engg, Computer Science
Carolyn Natale's Wellington Management Experience April 2005 - Present
Job Fixed Income Credit Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management April 2005 - Present
Wellington Management April 2005 - Present
Travelers Insurance/ Citigroup 2004 - 2005
Cigna January 1991 - 2003
Skills
Series 7, Credit, Trading, Securities, Asset Managment, Equities, Structured Products, Alternative Investments, Mutual Funds, Investments, Structured Finance, Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Management, Credit Analysis, Bonds, Risk Management, Asset Allocation, Derivatives, Equity Research, Fixed Income, Private Equity, MBS, Financial Analysis, Asset Management, ABS, Valuation, Bloomberg, CMBS, Financial Modeling, High Yield
Education
Michigan State University
Bachelor’s Degree, Mathematics
The University of Texas at Austin
Mathematics
Wellington Management April 2005 - Present
Wellington Management April 2005 - Present
Travelers Insurance/ Citigroup 2004 - 2005
Cigna January 1991 - 2003
Skills
Series 7, Credit, Trading, Securities, Asset Managment, Equities, Structured Products, Alternative Investments, Mutual Funds, Investments, Structured Finance, Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Management, Credit Analysis, Bonds, Risk Management, Asset Allocation, Derivatives, Equity Research, Fixed Income, Private Equity, MBS, Financial Analysis, Asset Management, ABS, Valuation, Bloomberg, CMBS, Financial Modeling, High Yield
Education
Michigan State University
Bachelor’s Degree, Mathematics
The University of Texas at Austin
Mathematics
Praveen. V Kulkarni's Wellington Management Experience May 2006 - Present
Job Sr. Manager QA Specialist at Sapient Corporation
Industry Financial Services
Experience
Sapient Global Markets October 2010 - Present
Wellington Management May 2006 - Present
Sapient Global Markets October 2005 - October 2010
Tata Infotech February 2001 - October 2005
Diebold 2004 - 2005
National City Bank June 2003 - February 2004
Tata Consultancy Services 2002 - 2003
Skills
C, C++, Microsoft Office, Windows, Computer Hardware, Microsoft Excel, Java, Microsoft Word, PowerPoint, Linux, Photoshop, Programming, Computer Repair, Operating Systems, Quality Assurance, Quality Center, LoadRunner, WinRunner, Silk, Defect Tracking, Project Planning, Software Project..., Fixed Income, Rational Performance..., Software Quality..., Agile Methodologies, Rally, Fixed Income Analysis, FIX, Bloomberg Terminal, MarketAxess, RediPlus, Ubuntu, Calypso, CCP, Trading Systems, Electronic Trading, Global Delivery, QTP, Requirements Analysis, SDLC, HP QTP, HP Quality Center, SQL, Test Planning, Testing
Education
Karnatak University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering, A+
J.T. College 1994 — 1996
Sr. High/Pre University College, Mathematics, Physics, Biology, Chemistry, A+
Loyola high School, Gadag 1991 — 1994
High School/Secondary Certificate Programs, High School/Secondary Certificate Programs, A+
Sapient Global Markets October 2010 - Present
Wellington Management May 2006 - Present
Sapient Global Markets October 2005 - October 2010
Tata Infotech February 2001 - October 2005
Diebold 2004 - 2005
National City Bank June 2003 - February 2004
Tata Consultancy Services 2002 - 2003
Skills
C, C++, Microsoft Office, Windows, Computer Hardware, Microsoft Excel, Java, Microsoft Word, PowerPoint, Linux, Photoshop, Programming, Computer Repair, Operating Systems, Quality Assurance, Quality Center, LoadRunner, WinRunner, Silk, Defect Tracking, Project Planning, Software Project..., Fixed Income, Rational Performance..., Software Quality..., Agile Methodologies, Rally, Fixed Income Analysis, FIX, Bloomberg Terminal, MarketAxess, RediPlus, Ubuntu, Calypso, CCP, Trading Systems, Electronic Trading, Global Delivery, QTP, Requirements Analysis, SDLC, HP QTP, HP Quality Center, SQL, Test Planning, Testing
Education
Karnatak University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering, A+
J.T. College 1994 — 1996
Sr. High/Pre University College, Mathematics, Physics, Biology, Chemistry, A+
Loyola high School, Gadag 1991 — 1994
High School/Secondary Certificate Programs, High School/Secondary Certificate Programs, A+
Serginio Sylvain's Wellington Management Experience May 2006 - August 2006
Job Economics Ph.D, University of Chicago
Industry Capital Markets
Experience
BlackRock June 2014 - 2015
Putnam Investments July 2008 - July 2010
Putnam Investments May 2007 - August 2007
Wellington Management May 2006 - August 2006
Skills
Fixed Income, Macroeconomics, Financial Economics and..., Computational Economics, Investments, Valuation, Financial Economics, Asset Management, Derivatives, Economics, Quantitative Analytics, Financial Modeling, Research, Analysis, Investment Banking, Data Analysis, Equities, Bloomberg, Project Management
Education
University of Chicago 2010 — 2014
PhD, Economics
University of Chicago 2010 — 2011
Master's degree, Economics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Mathematics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Economics
Hyde Park High School 2002 — 2004
High School
Saint-Louis de Gonzague 1997 — 2002
BlackRock June 2014 - 2015
Putnam Investments July 2008 - July 2010
Putnam Investments May 2007 - August 2007
Wellington Management May 2006 - August 2006
Skills
Fixed Income, Macroeconomics, Financial Economics and..., Computational Economics, Investments, Valuation, Financial Economics, Asset Management, Derivatives, Economics, Quantitative Analytics, Financial Modeling, Research, Analysis, Investment Banking, Data Analysis, Equities, Bloomberg, Project Management
Education
University of Chicago 2010 — 2014
PhD, Economics
University of Chicago 2010 — 2011
Master's degree, Economics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Mathematics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Economics
Hyde Park High School 2002 — 2004
High School
Saint-Louis de Gonzague 1997 — 2002
Jane Fernandez's Wellington Management Experience March 2011 - June 2012
Job Director, Marketplace Strategy at 1stdibs.com
Industry Retail
Experience
1stdibs.com September 2015 - Present
Huge July 2014 - September 2015
Nike June 2013 - August 2013
Wellington Management March 2011 - June 2012
Goldman Sachs July 2008 - March 2011
Endeavor Chile July 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Skills
Valuation, Foundations, Financial Modeling, Investments, Private Equity, Online Retail, Blogging, Apparel Sourcing, Team Leadership, E-commerce, Creative Strategy, Sales, Writing, Strategy, Venture Capital, Market Research, Presentation Design, Presentation Development, Presentations
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Retail
Princeton University 2003 — 2007
Bachelor of Arts, Politics, cum laude
St. John's School 1999 — 2003
1stdibs.com September 2015 - Present
Huge July 2014 - September 2015
Nike June 2013 - August 2013
Wellington Management March 2011 - June 2012
Goldman Sachs July 2008 - March 2011
Endeavor Chile July 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Skills
Valuation, Foundations, Financial Modeling, Investments, Private Equity, Online Retail, Blogging, Apparel Sourcing, Team Leadership, E-commerce, Creative Strategy, Sales, Writing, Strategy, Venture Capital, Market Research, Presentation Design, Presentation Development, Presentations
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Retail
Princeton University 2003 — 2007
Bachelor of Arts, Politics, cum laude
St. John's School 1999 — 2003
Adam Plunkett's Wellington Management Experience November 2004 - May 2005
Job Senior Infrastructure Support Engineer at SunGard
Industry Information Technology and Services
Experience
Sungard/Dataware Solutions, Inc June 2005 - Present
Wellington Management November 2004 - May 2005
Safety Insurance March 2004 - December 2004
academic year) Merrimack College September 2001 - June 2003
Merrimack College April 2001 - April 2002
Skills
Help Desk Support, Administration, Process Improvement, IT Service Management, Financial Services, Incident Management, Troubleshooting, Microsoft Office, Technical Support, Customer Service
Education
Merrimack College 2001 — 2003
BA, Communications
Rivier College 1999 — 2001
BA, Communications
Sungard/Dataware Solutions, Inc June 2005 - Present
Wellington Management November 2004 - May 2005
Safety Insurance March 2004 - December 2004
academic year) Merrimack College September 2001 - June 2003
Merrimack College April 2001 - April 2002
Skills
Help Desk Support, Administration, Process Improvement, IT Service Management, Financial Services, Incident Management, Troubleshooting, Microsoft Office, Technical Support, Customer Service
Education
Merrimack College 2001 — 2003
BA, Communications
Rivier College 1999 — 2001
BA, Communications
Delmar Harrison's Wellington Management Experience June 2008 - August 2008
Job Senior Hedge Fund Performance Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2013 - Present
Cambridge Associates July 2011 - December 2012
Cambridge Associates September 2010 - July 2011
Cambridge Associates June 2009 - August 2010
Wellington Management June 2008 - August 2008
Citi 2007 - 2007
Education
Howard University 2005 — 2009
Bachelor of Business Administration, Finance
Cambridge Associates January 2013 - Present
Cambridge Associates July 2011 - December 2012
Cambridge Associates September 2010 - July 2011
Cambridge Associates June 2009 - August 2010
Wellington Management June 2008 - August 2008
Citi 2007 - 2007
Education
Howard University 2005 — 2009
Bachelor of Business Administration, Finance
Timothy Costello's Wellington Management Experience April 2009 - June 2010
Job
Industry Information Technology and Services
Experience
Measured Progress October 2013 - October 2014
BJ's Wholesale Club March 2011 - October 2013
Wellington Management April 2009 - June 2010
Staples May 2005 - April 2009
Shaw's Supermarkets 1990 - 2005
Skills
Vendor Management, Enterprise Software, Data Center, Software Documentation, Business Process..., Disaster Recovery, Telecommunications, Cross-functional Team..., Security, IT Management, Information Technology, Management, Process Improvement, SDLC, Project Planning, Infrastructure, ITIL, Change Management, Business Process, Outsourcing, Network Security, IT Operations, Troubleshooting, Project Management, IT Strategy, Databases, Enterprise Architecture, Leadership
Education
Lesley University
Bachelor of Science Degree, Business Management
Measured Progress October 2013 - October 2014
BJ's Wholesale Club March 2011 - October 2013
Wellington Management April 2009 - June 2010
Staples May 2005 - April 2009
Shaw's Supermarkets 1990 - 2005
Skills
Vendor Management, Enterprise Software, Data Center, Software Documentation, Business Process..., Disaster Recovery, Telecommunications, Cross-functional Team..., Security, IT Management, Information Technology, Management, Process Improvement, SDLC, Project Planning, Infrastructure, ITIL, Change Management, Business Process, Outsourcing, Network Security, IT Operations, Troubleshooting, Project Management, IT Strategy, Databases, Enterprise Architecture, Leadership
Education
Lesley University
Bachelor of Science Degree, Business Management
Janelle Firicano's Wellington Management Experience November 2004 - Present
Job at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2004 - Present
Mellon Financial October 2003 - November 2004
Education
Merrimack College 1997 — 2001
Wellington Management November 2004 - Present
Mellon Financial October 2003 - November 2004
Education
Merrimack College 1997 — 2001
Amanda Ung's Wellington Management Experience September 2007 - Present
Job
Industry Investment Management
Experience
Barclays May 2014 - Present
Wellington Management September 2007 - Present
UMass Boston February 2006 - February 2007
UMass Boston February 2003 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Budgets
Education
University of Massachusetts Boston 2002 — 2006
Ithaca College
Barclays May 2014 - Present
Wellington Management September 2007 - Present
UMass Boston February 2006 - February 2007
UMass Boston February 2003 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Photoshop, Public Speaking, Budgets
Education
University of Massachusetts Boston 2002 — 2006
Ithaca College
Jessica Lett's Wellington Management Experience June 2013 - Present
Job HR Assistant
Industry Human Resources
Experience
Wellington Management June 2013 - Present
Healthdrive Corp October 2010 - June 2013
Sports and Physical Therapy Associates January 2009 - October 2010
Waltham YMCA January 2008 - September 2009
Monadnock Family Services September 2007 - December 2007
Keene YMCA August 2007 - December 2007
M.I.T.'s Zesiger Center January 2005 - January 2007
M.I.T Athletic Department January 2004 - January 2007
Skills
Credentialing, Client Services, Health Insurance, Client Communication, Customer Satisfaction, Scheduling, Documentation
Education
Keene State College 2003 — 2007
Bachelor of Health Science– Health Promotion and Fitness, Health Promotion and Fitness
Waltham High School 1999 — 2003
Wellington Management June 2013 - Present
Healthdrive Corp October 2010 - June 2013
Sports and Physical Therapy Associates January 2009 - October 2010
Waltham YMCA January 2008 - September 2009
Monadnock Family Services September 2007 - December 2007
Keene YMCA August 2007 - December 2007
M.I.T.'s Zesiger Center January 2005 - January 2007
M.I.T Athletic Department January 2004 - January 2007
Skills
Credentialing, Client Services, Health Insurance, Client Communication, Customer Satisfaction, Scheduling, Documentation
Education
Keene State College 2003 — 2007
Bachelor of Health Science– Health Promotion and Fitness, Health Promotion and Fitness
Waltham High School 1999 — 2003
Miguel Sosa's Wellington Management Experience August 2013 - Present
Job Hedge Fund Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2013 - Present
Wellington Management July 2011 - Present
Fidelity Investments July 2009 - June 2011
ABB Mexico S.A. de C.V. June 2008 - December 2008
Raytheon Integrated Defense Systems January 2004 - May 2007
Skills
Management, Strategy, Engineering, Lean Manufacturing, Six Sigma, Operations Management, Program Management, Project Planning, Process Engineering, Systems Engineering, Process Improvement
Education
Massachusetts Institute of Technology 2007 — 2009
SM, Mechanical Engineering (Leaders for Global Operations Program)
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Operations Management, Sustainable Business Practices
University of San Diego 1998 — 2003
B.S., Industrial & Systems Engineering
Wellington Management August 2013 - Present
Wellington Management July 2011 - Present
Fidelity Investments July 2009 - June 2011
ABB Mexico S.A. de C.V. June 2008 - December 2008
Raytheon Integrated Defense Systems January 2004 - May 2007
Skills
Management, Strategy, Engineering, Lean Manufacturing, Six Sigma, Operations Management, Program Management, Project Planning, Process Engineering, Systems Engineering, Process Improvement
Education
Massachusetts Institute of Technology 2007 — 2009
SM, Mechanical Engineering (Leaders for Global Operations Program)
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Operations Management, Sustainable Business Practices
University of San Diego 1998 — 2003
B.S., Industrial & Systems Engineering
Temari Pimentel's Wellington Management Experience September 2012 - September 2013
Job Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2015 - Present
Morningside February 2014 - September 2014
Wellington Management September 2012 - September 2013
State Street Corporation August 2011 - January 2012
Boston's Fashion Society March 2010 - January 2012
University of Massachusetts September 2010 - May 2011
KPMG June 2010 - August 2010
KPMG June 2009 - August 2009
University of Massachusetts January 2009 - May 2009
Skadden Arps June 2008 - August 2008
Skills
Event Management, PowerPoint, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis, Budgets, Event Planning, Data Entry, Management, Marketing
Education
Isenberg School of Management 2011 — 2012
Masters of Science In Accounting, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelors In Business Administration, Commonwealth Honors College: Accounting and Information Systems
John Cabot University 2009 — 2009
Finance, Marketing
BAA 2003 — 2007
Music
Natixis Global Asset Management June 2015 - Present
Morningside February 2014 - September 2014
Wellington Management September 2012 - September 2013
State Street Corporation August 2011 - January 2012
Boston's Fashion Society March 2010 - January 2012
University of Massachusetts September 2010 - May 2011
KPMG June 2010 - August 2010
KPMG June 2009 - August 2009
University of Massachusetts January 2009 - May 2009
Skadden Arps June 2008 - August 2008
Skills
Event Management, PowerPoint, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Customer Service, Data Analysis, Budgets, Event Planning, Data Entry, Management, Marketing
Education
Isenberg School of Management 2011 — 2012
Masters of Science In Accounting, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelors In Business Administration, Commonwealth Honors College: Accounting and Information Systems
John Cabot University 2009 — 2009
Finance, Marketing
BAA 2003 — 2007
Music
Jean-Sebastien Kelkel, CFA's Wellington Management Experience June 2006 - June 2010
Job Sr. Finance Analyst at Illumina
Industry Biotechnology
Experience
Illumina August 2015 - Present
Morgan Stanley June 2014 - August 2014
EDF Renewable Energy June 2013 - August 2013
Connect June 2012 - June 2013
Wellington Management June 2006 - June 2010
Baker Street Capital Management August 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Valuation, Portfolio Management, Finance, Bloomberg, Divestitures, Competitive Analysis, Equity Valuation, Industry Research, Investment Management, Industry Analysis, Financial Markets, Factset, Start-ups, Alternative Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Cameron School of Business at UNC Wilmington 2004 — 2006
BS Business Administration, Finance
KEDGE Business School 2002 — 2004
Bachelor's degree, International Business
Illumina August 2015 - Present
Morgan Stanley June 2014 - August 2014
EDF Renewable Energy June 2013 - August 2013
Connect June 2012 - June 2013
Wellington Management June 2006 - June 2010
Baker Street Capital Management August 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Valuation, Portfolio Management, Finance, Bloomberg, Divestitures, Competitive Analysis, Equity Valuation, Industry Research, Investment Management, Industry Analysis, Financial Markets, Factset, Start-ups, Alternative Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
Cameron School of Business at UNC Wilmington 2004 — 2006
BS Business Administration, Finance
KEDGE Business School 2002 — 2004
Bachelor's degree, International Business
Brian Barbetta's Wellington Management Experience August 2012 - Present
Job Global Industry Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
Wellington Management June 2011 - August 2011
Analysis Group July 2006 - August 2010
Skills
Financial Modeling, Quantitative Analytics, Bloomberg, Corporate Finance, Equity Research, Equities, Valuation, Emerging Markets, Fixed Income, Private Equity, Capital Markets, Hedge Funds, Derivatives, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (MBA), Finance
Wellington Management August 2012 - Present
Wellington Management June 2011 - August 2011
Analysis Group July 2006 - August 2010
Skills
Financial Modeling, Quantitative Analytics, Bloomberg, Corporate Finance, Equity Research, Equities, Valuation, Emerging Markets, Fixed Income, Private Equity, Capital Markets, Hedge Funds, Derivatives, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (MBA), Finance
Andy Winn's Wellington Management Experience June 1998 - August 2001
Job Partner at Centura Capital, LLC
Industry Real Estate
Experience
Centura Capital, LLC 2010 - Present
Argosy Real Estate Fund 2008 - 2010
Allied Mortgage and Realty 2004 - 2008
Yum! Brands July 2003 - June 2005
Wellington Management June 1998 - August 2001
UBS Investment Bank June 1996 - June 1998
Skills
Private Equity, Valuation, Due Diligence, Investments, Mergers, Venture Capital, Real Estate Economics, Real Estate, Asset Managment, Financial Modeling, Real Estate Development, Corporate Finance, Mezzanine, Disposition, Joint Ventures, Financial Structuring, Real Estate Private..., Financial Analysis, Corporate Development, Restructuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance and Real Estate
Indiana University - Kelley School of Business 1994 — 1996
BA, Economics
Pine Crest Preparatory School 1986 — 1990
Centura Capital, LLC 2010 - Present
Argosy Real Estate Fund 2008 - 2010
Allied Mortgage and Realty 2004 - 2008
Yum! Brands July 2003 - June 2005
Wellington Management June 1998 - August 2001
UBS Investment Bank June 1996 - June 1998
Skills
Private Equity, Valuation, Due Diligence, Investments, Mergers, Venture Capital, Real Estate Economics, Real Estate, Asset Managment, Financial Modeling, Real Estate Development, Corporate Finance, Mezzanine, Disposition, Joint Ventures, Financial Structuring, Real Estate Private..., Financial Analysis, Corporate Development, Restructuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance and Real Estate
Indiana University - Kelley School of Business 1994 — 1996
BA, Economics
Pine Crest Preparatory School 1986 — 1990
Christopher Papineau's Wellington Management Experience April 2006 - May 2014
Job Senior Security Analyst at Wellington Management
Industry Financial Services
Experience
GMO May 2014 - Present
Wellington Management April 2006 - May 2014
EDS Corporation November 2004 - April 2006
Netconn Solutions April 2002 - November 2004
TEKsystems July 2001 - April 2002
US Army July 2000 - May 2001
US Army October 1997 - June 2000
US Army January 1994 - October 1997
Skills
Palo Alto Networks..., Juniper Firewalls, Symantec Endpoint..., Juniper SSL VPN, Juniper IDP, Checkpoint Firewall, Websense, Symantec Web Gateway, IBM Proventia, Entrust Authentication, Juniper, Firewalls, Security, Checkpoint, VPN
Education
Johnson & Wales University
Continued Education, Computer Science
GMO May 2014 - Present
Wellington Management April 2006 - May 2014
EDS Corporation November 2004 - April 2006
Netconn Solutions April 2002 - November 2004
TEKsystems July 2001 - April 2002
US Army July 2000 - May 2001
US Army October 1997 - June 2000
US Army January 1994 - October 1997
Skills
Palo Alto Networks..., Juniper Firewalls, Symantec Endpoint..., Juniper SSL VPN, Juniper IDP, Checkpoint Firewall, Websense, Symantec Web Gateway, IBM Proventia, Entrust Authentication, Juniper, Firewalls, Security, Checkpoint, VPN
Education
Johnson & Wales University
Continued Education, Computer Science
Alicia Jarchow's Wellington Management Experience
Job Manager, Publishing & Creative Services at Wellington Management
Industry Financial Services
Experience
Wellington Management
Education
Lehigh University 1999 — 2003
Bachelor of Arts (BA)
Wellington Management
Education
Lehigh University 1999 — 2003
Bachelor of Arts (BA)
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC