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
Nikita Bedi Nikita Bedi's Wellington Management Experience June 2013 - May 2014
Job Client Relationship Analyst at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC September 2014 - Present
Wellington Management June 2013 - May 2014
MFS Investment Management July 2012 - January 2013
Snap Fitness 24/7 June 2010 - December 2011
Skills
Microsoft Office, Social Media, Financial Analysis, Outlook, Strategic Planning, Marketing Strategy, PowerPoint, Access, Microsoft Word, Budgets, Bloomberg, Sales Management, Account Management
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Marketing with a minor in International Affairs
Massey Quick & Co., LLC September 2014 - Present
Wellington Management June 2013 - May 2014
MFS Investment Management July 2012 - January 2013
Snap Fitness 24/7 June 2010 - December 2011
Skills
Microsoft Office, Social Media, Financial Analysis, Outlook, Strategic Planning, Marketing Strategy, PowerPoint, Access, Microsoft Word, Budgets, Bloomberg, Sales Management, Account Management
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Marketing with a minor in International Affairs
James Maru James Maru's Wellington Management Experience November 2014 - June 2015
Job Finance Professional | MBA Candidate at D'AmoreMcKim School of Business, Northeastern University
Industry Financial Services
Experience
Wellington Management November 2014 - June 2015
Wellington Management June 2014 - June 2015
Sun Life Financial July 2012 - June 2013
Middlebury College May 2010 - May 2012
Middlebury College December 2008 - May 2012
Hernandez Consulting November 2011 - February 2012
Middlebury College Admissions Office October 2009 - November 2011
Skills
Research, Data Analytics, Microsoft Excel, Financial Analysis, Communication, Statistics, PowerPoint, Stata
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University - D'Amore-McKim School of Business 2013 — 2015
Candidate for Master of Business Administration (MBA) degree
Middlebury College 2008 — 2012
BA, Economics
Starehe Boys' Technical Training Institute 2007 — 2007
Certified Public Accountant Part I Certificate
Wellington Management November 2014 - June 2015
Wellington Management June 2014 - June 2015
Sun Life Financial July 2012 - June 2013
Middlebury College May 2010 - May 2012
Middlebury College December 2008 - May 2012
Hernandez Consulting November 2011 - February 2012
Middlebury College Admissions Office October 2009 - November 2011
Skills
Research, Data Analytics, Microsoft Excel, Financial Analysis, Communication, Statistics, PowerPoint, Stata
Education
Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University - D'Amore-McKim School of Business 2013 — 2015
Candidate for Master of Business Administration (MBA) degree
Middlebury College 2008 — 2012
BA, Economics
Starehe Boys' Technical Training Institute 2007 — 2007
Certified Public Accountant Part I Certificate
Jacob Silverberg's Wellington Management Experience January 2015 - June 2015
Job MBA Candidate, D'AmoreMcKim School of Business, Northeastern University
Industry Higher Education
Experience
Wellington Management January 2015 - June 2015
United Technologies June 2014 - December 2014
Monroe Golf Club March 2013 - August 2013
Client Technologies, University at Buffalo 2009 - 2012
Elmo's Bar and Restaurant February 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Bloomberg Terminal, FactSet, Adobe Acrobat, Data Analysis
Education
Northeastern University 2013 — 2015
Candidate for Masters of Business Administration (MBA)
State University of New York at Buffalo 2008 — 2012
Bachelor of Arts, Psychology
Rochester Institute of Technology 2007 — 2008
Electrical Engineering
Wellington Management January 2015 - June 2015
United Technologies June 2014 - December 2014
Monroe Golf Club March 2013 - August 2013
Client Technologies, University at Buffalo 2009 - 2012
Elmo's Bar and Restaurant February 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Bloomberg Terminal, FactSet, Adobe Acrobat, Data Analysis
Education
Northeastern University 2013 — 2015
Candidate for Masters of Business Administration (MBA)
State University of New York at Buffalo 2008 — 2012
Bachelor of Arts, Psychology
Rochester Institute of Technology 2007 — 2008
Electrical Engineering
Anudha Gupta Anudha Gupta's Wellington Management Experience August 2010 - Present
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
Wellington Management 2005 - 2010
Wellington Management 2001 - 2005
Emirates Airline 1999 - 2000
Tata Consultancy Services 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Fixed Income, IT Strategy, Requirements Analysis, Enterprise Architecture, SDLC, Software Project..., Data Warehousing, Data Modeling, SOA, Vendor Management, Equities
Education
National Institute of Technology Kurukshetra
B.Tech, Computer Science
Wellington Management August 2010 - Present
Wellington Management 2005 - 2010
Wellington Management 2001 - 2005
Emirates Airline 1999 - 2000
Tata Consultancy Services 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Fixed Income, IT Strategy, Requirements Analysis, Enterprise Architecture, SDLC, Software Project..., Data Warehousing, Data Modeling, SOA, Vendor Management, Equities
Education
National Institute of Technology Kurukshetra
B.Tech, Computer Science
Reginald Louis-Jacques Reginald Louis-Jacques's Wellington Management Experience February 2015 - March 2015
Job Advertising Coordinator at Hearst Magazines
Industry Marketing and Advertising
Experience
Hearst Magazines October 2015 - Present
Freelance Marketing Consultation April 2015 - Present
Wellington Management February 2015 - March 2015
AIG July 2013 - December 2013
Simon Property Group July 2012 - December 2012
Reebok July 2011 - December 2011
Northeastern University September 2010 - January 2011
Skills
Social Media Marketing, Email Marketing, Microsoft Office, Management, iWork, Marketing Communications, Event Planning, PowerPoint, Microsoft Publisher, Marketing, Communication, Leadership
Education
Market Motive 2015 — 2015
Digital Marketing Foundations Practitioner Certification, Digital Marketing
Northeastern University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cardinal Spellman High School 2004 — 2009
High School Diploma
Hearst Magazines October 2015 - Present
Freelance Marketing Consultation April 2015 - Present
Wellington Management February 2015 - March 2015
AIG July 2013 - December 2013
Simon Property Group July 2012 - December 2012
Reebok July 2011 - December 2011
Northeastern University September 2010 - January 2011
Skills
Social Media Marketing, Email Marketing, Microsoft Office, Management, iWork, Marketing Communications, Event Planning, PowerPoint, Microsoft Publisher, Marketing, Communication, Leadership
Education
Market Motive 2015 — 2015
Digital Marketing Foundations Practitioner Certification, Digital Marketing
Northeastern University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Cardinal Spellman High School 2004 — 2009
High School Diploma
Samantha Carr's Wellington Management Experience July 2010 - January 2011
Job Account Executive, MidMarket at Handshake Corp.
Industry Internet
Experience
Handshake Corp. June 2015 - Present
LinkedIn May 2012 - June 2015
Northeastern University Entrepreneurs Club January 2011 - May 2012
Hercules Technology Growth Capital June 2011 - December 2011
Wellington Management July 2010 - January 2011
Husky I+ Challenge September 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - April 2010
Infoblox, Inc May 2008 - August 2008
Skills
Investments, Entrepreneurship, Venture Capital, Financial Analysis, Bloomberg, Salesforce.com, Team Building, Sales, SaaS, Strategy, Sales Management, Marketing, Social Networking, Finance, Business Development, Business Planning, Market Research, Competitive Analysis, Economics, Social Media, Leadership, Sales Operations, Negotiation, Microsoft Excel, Valuation, Private Equity, Product Management, Business Strategy, Recruiting, New Business Development, Fixed Income, Team Leadership
Education
Northeastern University 2007 — 2012
Business, Finance & Insurance, Entrepreneurship
Sacred Heart Schools, Atherton 2004 — 2007
Handshake Corp. June 2015 - Present
LinkedIn May 2012 - June 2015
Northeastern University Entrepreneurs Club January 2011 - May 2012
Hercules Technology Growth Capital June 2011 - December 2011
Wellington Management July 2010 - January 2011
Husky I+ Challenge September 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) June 2009 - April 2010
Infoblox, Inc May 2008 - August 2008
Skills
Investments, Entrepreneurship, Venture Capital, Financial Analysis, Bloomberg, Salesforce.com, Team Building, Sales, SaaS, Strategy, Sales Management, Marketing, Social Networking, Finance, Business Development, Business Planning, Market Research, Competitive Analysis, Economics, Social Media, Leadership, Sales Operations, Negotiation, Microsoft Excel, Valuation, Private Equity, Product Management, Business Strategy, Recruiting, New Business Development, Fixed Income, Team Leadership
Education
Northeastern University 2007 — 2012
Business, Finance & Insurance, Entrepreneurship
Sacred Heart Schools, Atherton 2004 — 2007
Jeffrey Barbieri Jeffrey Barbieri's Wellington Management Experience July 2011 - Present
Job Corporate Governance/ESG, Assistant Vice President
Industry Investment Management
Experience
Wellington Management July 2011 - Present
Yale School of Management September 2009 - July 2011
Thomson Reuters June 2010 - August 2010
The Bank of New York Mellon April 2007 - September 2009
First Investors Management Company July 2004 - April 2007
First Investors Life Insurance Company October 2003 - July 2004
Skills
Financial Modeling, Valuation, Bloomberg, Fixed Income, Hedge Funds, Financial Analysis, Investment Banking, Equities, Capital Markets, Private Equity, Derivatives, Corporate Finance, Emerging Markets, Investments, Due Diligence, Economics, Data Analysis, Quantitative Analytics, Asset Managment, Alternative Investments, Portfolio Management, Investment Management, Trading, Bonds
Education
Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Middlebury College 1999 — 2003
Bachelor of Arts (BA); coursework, Economics (minor in Spanish)
Universidad Carlos III de Madrid 2002 — 2002
N/A, Spanish language & history
Wellington Management July 2011 - Present
Yale School of Management September 2009 - July 2011
Thomson Reuters June 2010 - August 2010
The Bank of New York Mellon April 2007 - September 2009
First Investors Management Company July 2004 - April 2007
First Investors Life Insurance Company October 2003 - July 2004
Skills
Financial Modeling, Valuation, Bloomberg, Fixed Income, Hedge Funds, Financial Analysis, Investment Banking, Equities, Capital Markets, Private Equity, Derivatives, Corporate Finance, Emerging Markets, Investments, Due Diligence, Economics, Data Analysis, Quantitative Analytics, Asset Managment, Alternative Investments, Portfolio Management, Investment Management, Trading, Bonds
Education
Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Middlebury College 1999 — 2003
Bachelor of Arts (BA); coursework, Economics (minor in Spanish)
Universidad Carlos III de Madrid 2002 — 2002
N/A, Spanish language & history
Charles Pollard Charles Pollard's Wellington Management Experience October 1996 - August 2002
Job Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon September 2006 - Present
BNY Mellon Wealth Management September 2006 - Present
Babson Capital Management September 2002 - May 2006
Wellington Management October 1996 - August 2002
Merrill Lynch May 1993 - October 1996
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds
Education
Vanderbilt University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Middlebury College 1984 — 1989
Bachelor of Science (BS), Economics
BNY Mellon September 2006 - Present
BNY Mellon Wealth Management September 2006 - Present
Babson Capital Management September 2002 - May 2006
Wellington Management October 1996 - August 2002
Merrill Lynch May 1993 - October 1996
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds
Education
Vanderbilt University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Middlebury College 1984 — 1989
Bachelor of Science (BS), Economics
Brianna Roche's Wellington Management Experience January 2011 - June 2011
Job Trading Assistant at Sirios Capital Management
Industry Financial Services
Experience
Sirios Capital Management June 2014 - February 2015
Goldman Sachs January 2013 - July 2013
Rent The Runway July 2011 - August 2012
State Street January 2012 - June 2012
Wellington Management January 2011 - June 2011
Theory December 2010 - December 2010
Telcordia Technologies June 2010 - August 2010
Skills
Equities, Finance, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Financial Analysis, Economics, Microsoft Word, Bloomberg, Financial Modeling, JavaScript, HTML, CSS
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Entrepreneurship
Rouen Business School 2010 — 2010
International Business and French
Sirios Capital Management June 2014 - February 2015
Goldman Sachs January 2013 - July 2013
Rent The Runway July 2011 - August 2012
State Street January 2012 - June 2012
Wellington Management January 2011 - June 2011
Theory December 2010 - December 2010
Telcordia Technologies June 2010 - August 2010
Skills
Equities, Finance, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Financial Analysis, Economics, Microsoft Word, Bloomberg, Financial Modeling, JavaScript, HTML, CSS
Education
Northeastern University 2009 — 2014
Bachelor’s Degree, Finance and Entrepreneurship
Rouen Business School 2010 — 2010
International Business and French
Audrey Li Audrey Li's Wellington Management Experience January 2011 - June 2011
Job Category Associate Furniture & Décor at Wayfair
Industry Marketing and Advertising
Experience
Wayfair October 2013 - Present
GE Oil & Gas January 2013 - March 2013
Europraxis Consulting May 2012 - July 2012
Wellington Management January 2011 - June 2011
EF Educational Tours January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, XP, Windows 7, Windows Vista, Access, English, Spanish, French, Finance, Marketing, Management, Social Networking, Corporate Finance, Leadership
Education
Northeastern University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing & Finance
Wayfair October 2013 - Present
GE Oil & Gas January 2013 - March 2013
Europraxis Consulting May 2012 - July 2012
Wellington Management January 2011 - June 2011
EF Educational Tours January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, XP, Windows 7, Windows Vista, Access, English, Spanish, French, Finance, Marketing, Management, Social Networking, Corporate Finance, Leadership
Education
Northeastern University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing & Finance
Eric Crocker, CFA Eric Crocker, CFA's Wellington Management Experience June 2014 - Present
Job Senior Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Wellington Management January 2013 - May 2014
Wellington Management June 2010 - December 2012
Goldman Sachs January 2009 - June 2009
Goldman Sachs January 2008 - June 2008
Wellington Management September 2007 - December 2007
Wellington Management January 2007 - June 2007
Skills
Access, Data Analysis, Finance, Analysis, Account Reconciliation
Education
Northeastern University 2005 — 2010
Finance, Management Information Systems
Wellington Management June 2014 - Present
Wellington Management January 2013 - May 2014
Wellington Management June 2010 - December 2012
Goldman Sachs January 2009 - June 2009
Goldman Sachs January 2008 - June 2008
Wellington Management September 2007 - December 2007
Wellington Management January 2007 - June 2007
Skills
Access, Data Analysis, Finance, Analysis, Account Reconciliation
Education
Northeastern University 2005 — 2010
Finance, Management Information Systems
Joseph O'Sullivan Joseph O'Sullivan's Wellington Management Experience June 2012 - December 2012
Job Internal Auditor at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - July 2015
McGladrey June 2013 - December 2013
Wellington Management June 2012 - December 2012
Lexington Insurance Company June 2011 - June 2012
Skills
Internal Audit, Access, Accounting, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, SharePoint, Finance
Education
Northeastern University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Management
Bishop Feehan High School 2005 — 2009
Diploma
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - July 2015
McGladrey June 2013 - December 2013
Wellington Management June 2012 - December 2012
Lexington Insurance Company June 2011 - June 2012
Skills
Internal Audit, Access, Accounting, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, SharePoint, Finance
Education
Northeastern University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Management
Bishop Feehan High School 2005 — 2009
Diploma
Jonathon Joslyn Jonathon Joslyn's Wellington Management Experience November 2008 - November 2014
Job Exchange and Windows Server Engineer
Industry Information Technology and Services
Experience
Mimecast March 2015 - Present
FM Global December 2014 - February 2015
Wellington Management November 2008 - November 2014
Skills
Blackberry Enterprise..., Active Directory, Microsoft Exchange, Citrix, Powershell, Servers, Windows 7, Data Center, SharePoint, Windows Server, XP, IIS, Blackberry, Group Policy, DNS, DHCP, VPN, Technical Support, Troubleshooting, Citrix Metaframe, Windows XP, VMware, Microsoft SQL Server, Operating Systems, Disaster Recovery
Education
New England Institute of Technology 2001 — 2002
Associate's degree, Computer Science
Mimecast March 2015 - Present
FM Global December 2014 - February 2015
Wellington Management November 2008 - November 2014
Skills
Blackberry Enterprise..., Active Directory, Microsoft Exchange, Citrix, Powershell, Servers, Windows 7, Data Center, SharePoint, Windows Server, XP, IIS, Blackberry, Group Policy, DNS, DHCP, VPN, Technical Support, Troubleshooting, Citrix Metaframe, Windows XP, VMware, Microsoft SQL Server, Operating Systems, Disaster Recovery
Education
New England Institute of Technology 2001 — 2002
Associate's degree, Computer Science
Ken Mallon Ken Mallon's Wellington Management Experience 2005 - 2005
Job Highly Organized Professional
Industry Computer Software
Experience
First American Mortgage Trust February 2009 - May 2014
Dataupia February 2007 - November 2008
Equity Residential May 2006 - February 2007
SAP Americas June 2005 - April 2006
Wellington Management 2005 - 2005
CELT Corporation (Internship) June 2004 - December 2004
MIT Lincoln Laboratory (Internship) June 2003 - March 2004
John Hancock Financial Services (Internship) September 2001 - March 2003
Skills
Logistics, Program Management, Adobe Acrobat, Social Media, Lead Generation, Sales, Press Releases, Training, Recruiting, Management, Marketing, Online Advertising, Enterprise Software, Advertising, Start-ups
Education
Northeastern University 2000 — 2005
BS, Marketing/Finance (magna cum laude)
Medomak Valley High School 1996 — 2000
First American Mortgage Trust February 2009 - May 2014
Dataupia February 2007 - November 2008
Equity Residential May 2006 - February 2007
SAP Americas June 2005 - April 2006
Wellington Management 2005 - 2005
CELT Corporation (Internship) June 2004 - December 2004
MIT Lincoln Laboratory (Internship) June 2003 - March 2004
John Hancock Financial Services (Internship) September 2001 - March 2003
Skills
Logistics, Program Management, Adobe Acrobat, Social Media, Lead Generation, Sales, Press Releases, Training, Recruiting, Management, Marketing, Online Advertising, Enterprise Software, Advertising, Start-ups
Education
Northeastern University 2000 — 2005
BS, Marketing/Finance (magna cum laude)
Medomak Valley High School 1996 — 2000
Alexander (慕李德) Muir Alexander (慕李德) Muir's Wellington Management Experience June 2015 - Present
Job Corporate Resident Asset Allocation Product Management Team at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2015 - Present
Bingo English May 2014 - August 2014
Muly Market Research & Consulting September 2013 - August 2014
Meten English September 2013 - May 2014
Monkey Tree English Language Learning Center June 2012 - August 2013
Expertise Education Company Ltd. August 2010 - June 2012
ProctorCam, Inc October 2011 - January 2012
Ronstan International, Inc. December 2005 - July 2010
WPI Computing & Communications Center August 2006 - May 2010
Designing Hong Kong October 2009 - March 2010
Skills
Leadership, Teaching, Microsoft Office, Analysis, Project Management, Research, Public Speaking, Government, Mandarin, Data Analysis, Microsoft Excel, Management, Public Policy, Policy Analysis
Education
Northeastern University 2014 — 2016
Candidate for Master of Business Administration (M.B.A.)
Xiamen University
Mandarin
Worcester Polytechnic Institute 2006 — 2010
Bachelor of Science, Public Policy
CFA Institute
Passed CFA Level 1 Exam
Wellington Management June 2015 - Present
Bingo English May 2014 - August 2014
Muly Market Research & Consulting September 2013 - August 2014
Meten English September 2013 - May 2014
Monkey Tree English Language Learning Center June 2012 - August 2013
Expertise Education Company Ltd. August 2010 - June 2012
ProctorCam, Inc October 2011 - January 2012
Ronstan International, Inc. December 2005 - July 2010
WPI Computing & Communications Center August 2006 - May 2010
Designing Hong Kong October 2009 - March 2010
Skills
Leadership, Teaching, Microsoft Office, Analysis, Project Management, Research, Public Speaking, Government, Mandarin, Data Analysis, Microsoft Excel, Management, Public Policy, Policy Analysis
Education
Northeastern University 2014 — 2016
Candidate for Master of Business Administration (M.B.A.)
Xiamen University
Mandarin
Worcester Polytechnic Institute 2006 — 2010
Bachelor of Science, Public Policy
CFA Institute
Passed CFA Level 1 Exam
Andrew Zettler Andrew Zettler's Wellington Management Experience January 2007 - December 2008
Job Infrastructure Strategy and Design
Industry Financial Services
Experience
PwC October 2011 - Present
CS Technology September 2009 - July 2012
Wellington Management January 2007 - December 2008
North Star Solar January 2006 - December 2006
Dow Jones March 2005 - October 2005
BearingPoint December 1999 - March 2005
Hoffmann-La Roche March 1996 - November 1999
Corning Life Sciences March 1995 - March 1996
UPS May 1989 - March 1995
ITT Avionics January 1988 - May 1989
Skills
Program Management, Vendor Management, Operations Management, Data Center, IT Strategy, Service Delivery, Disaster Recovery, Software Development, Business Intelligence, Enterprise Architecture, Solution Architecture, SDLC, IT Service Management, Enterprise Software, Infrastructure, Governance, Management, Project Management, Strategy
Education
Stevens Institute of Technology 1991 — 1993
MS, Information Management
New Jersey Institute of Technology 1983 — 1987
BS, Computer Science
PwC October 2011 - Present
CS Technology September 2009 - July 2012
Wellington Management January 2007 - December 2008
North Star Solar January 2006 - December 2006
Dow Jones March 2005 - October 2005
BearingPoint December 1999 - March 2005
Hoffmann-La Roche March 1996 - November 1999
Corning Life Sciences March 1995 - March 1996
UPS May 1989 - March 1995
ITT Avionics January 1988 - May 1989
Skills
Program Management, Vendor Management, Operations Management, Data Center, IT Strategy, Service Delivery, Disaster Recovery, Software Development, Business Intelligence, Enterprise Architecture, Solution Architecture, SDLC, IT Service Management, Enterprise Software, Infrastructure, Governance, Management, Project Management, Strategy
Education
Stevens Institute of Technology 1991 — 1993
MS, Information Management
New Jersey Institute of Technology 1983 — 1987
BS, Computer Science
Julianna Michael, CFA Julianna Michael, CFA's Wellington Management Experience January 2007 - June 2007
Job Trading/Investor Relations at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2011 - Present
Fidelity November 2009 - April 2011
Morgan Stanley Prime Brokerage July 2008 - December 2008
Wellington Management January 2007 - June 2007
Skills
Trading, Options, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Analysis, FX Options, Series 7
Education
Northeastern University 2004 — 2009
Neuberger Berman April 2011 - Present
Fidelity November 2009 - April 2011
Morgan Stanley Prime Brokerage July 2008 - December 2008
Wellington Management January 2007 - June 2007
Skills
Trading, Options, Equities, Banking, Financial Services, Portfolio Management, Financial Risk, Analysis, FX Options, Series 7
Education
Northeastern University 2004 — 2009
Nicolas Devine's Wellington Management Experience July 2013 - December 2013
Job Investment Banking Analyst Intern at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors June 2015 - Present
Spinnaker Capital LLC June 2014 - December 2014
Wellington Management July 2013 - December 2013
Eagle Services ASIA Pte Ltd May 2012 - August 2012
Education
Northeastern University 2011 — 2015
Arbor Advisors June 2015 - Present
Spinnaker Capital LLC June 2014 - December 2014
Wellington Management July 2013 - December 2013
Eagle Services ASIA Pte Ltd May 2012 - August 2012
Education
Northeastern University 2011 — 2015
Basak Bakirci's Wellington Management Experience June 2014 - December 2014
Job Hedge Fund Operations at Clough Capital Partners, L.P.
Industry Financial Services
Experience
Clough Capital Partners, L.P. July 2015 - Present
Wellington Management June 2014 - December 2014
Bunker Hill Insurance Company July 2013 - December 2013
Northeastern University Music Department January 2013 - May 2013
Northeastern University Undergraduate Admission January 2012 - April 2012
Skills
Microsoft SQL Server, Microsoft Excel, SQL, Microsoft Word, Microsoft Office, SQL Server Management..., French, MapPoint, MS Excel Pivot Tables, Hyperion Reports, Data Analysis, Market Research, Competitive Analysis, Music, Photography
Education
Northeastern University 2012 — 2017
Candidate for Bachelor of Science Degree in Business Administration, Finance, Sophmore
Notre Dame de Sion 2006 — 2011
High School Diploma, Science and Math
Clough Capital Partners, L.P. July 2015 - Present
Wellington Management June 2014 - December 2014
Bunker Hill Insurance Company July 2013 - December 2013
Northeastern University Music Department January 2013 - May 2013
Northeastern University Undergraduate Admission January 2012 - April 2012
Skills
Microsoft SQL Server, Microsoft Excel, SQL, Microsoft Word, Microsoft Office, SQL Server Management..., French, MapPoint, MS Excel Pivot Tables, Hyperion Reports, Data Analysis, Market Research, Competitive Analysis, Music, Photography
Education
Northeastern University 2012 — 2017
Candidate for Bachelor of Science Degree in Business Administration, Finance, Sophmore
Notre Dame de Sion 2006 — 2011
High School Diploma, Science and Math
Dmitry Mukhin, PhD, FSA, CFA Dmitry Mukhin, PhD, FSA, CFA's Wellington Management Experience August 2007 - December 2008
Job Executive Director at J.P.Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
ING US Financial Services February 2010 - September 2015
Wellington Management August 2007 - December 2008
Standish Mellon Asset Management 2003 - 2007
MetLife 2000 - 2003
Skills
Asset Management, Insurance, ALM, Investments, Investment Strategies, Asset Allocation, Risk Management, Financial Risk, Actuarial Science, Derivatives, Portfolio Management, Financial Modeling, Fixed Annuities, Financial Analysis, Pension Funds, Pensions, Defined Benefit, Hedging, Retirement, Enterprise Risk..., Options, Fixed Income Analysis, Quantitative Analytics, Quantitative Finance, Financial Services, Economic Capital, Fixed Income
Education
Purdue University 1996 — 2001
Ph.D., Mathematical Economics
Purdue University 1994 — 1996
Master's Degree, Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics and Information Technology
J.P. Morgan Asset Management September 2015 - Present
ING US Financial Services February 2010 - September 2015
Wellington Management August 2007 - December 2008
Standish Mellon Asset Management 2003 - 2007
MetLife 2000 - 2003
Skills
Asset Management, Insurance, ALM, Investments, Investment Strategies, Asset Allocation, Risk Management, Financial Risk, Actuarial Science, Derivatives, Portfolio Management, Financial Modeling, Fixed Annuities, Financial Analysis, Pension Funds, Pensions, Defined Benefit, Hedging, Retirement, Enterprise Risk..., Options, Fixed Income Analysis, Quantitative Analytics, Quantitative Finance, Financial Services, Economic Capital, Fixed Income
Education
Purdue University 1996 — 2001
Ph.D., Mathematical Economics
Purdue University 1994 — 1996
Master's Degree, Mathematics
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Applied Mathematics and Information Technology
Jennifer English Jennifer English's Wellington Management Experience February 1998 - May 2001
Job Senior Vice President at Citi Fund Services
Industry Financial Services
Experience
Citi March 2005 - August 2014
PFPC February 2001 - March 2005
Fidelity Investments May 2001 - August 2001
Wellington Management February 1998 - May 2001
Kessler Financial Services May 1997 - February 1998
Skills
Compliance, Securities, Securities Regulation, Hedge Funds, Mutual Funds, Corporate Governance, Alternative Investments, ETFs, Financial Regulation, Capital Markets, Financial Services
Education
New England Law Boston 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1992 — 1994
BA, Journalism and Mass Media
Citi March 2005 - August 2014
PFPC February 2001 - March 2005
Fidelity Investments May 2001 - August 2001
Wellington Management February 1998 - May 2001
Kessler Financial Services May 1997 - February 1998
Skills
Compliance, Securities, Securities Regulation, Hedge Funds, Mutual Funds, Corporate Governance, Alternative Investments, ETFs, Financial Regulation, Capital Markets, Financial Services
Education
New England Law Boston 1994 — 1997
JD, Law
Rutgers University-New Brunswick 1992 — 1994
BA, Journalism and Mass Media
Kara Crowell's Wellington Management Experience January 2013 - June 2013
Job Account Sales Coop | Data Analytics & Shopper Marketing Support at Johnson & Johnson
Industry Investment Management
Experience
Northeastern University September 2011 - Present
Johnson & Johnson January 2015 - July 2015
The Boston Consulting Group January 2014 - August 2014
Wellington Management January 2013 - June 2013
Enterasys Networks May 2012 - August 2012
Enterasys Networks June 2011 - August 2011
Delias June 2009 - November 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Teamwork, Bloomberg Terminal, Time Management, Social Media, Public Speaking, Data Analysis, Portfolio Performance..., Accounts Payable, SAP, Gmail, Outlook, SPSS, Customer Service, Facebook
Education
Northeastern University 2011 — 2016
Finance, General, Middler
Pinkerton Academy 2007 — 2011
High School Diploma
Northeastern University September 2011 - Present
Johnson & Johnson January 2015 - July 2015
The Boston Consulting Group January 2014 - August 2014
Wellington Management January 2013 - June 2013
Enterasys Networks May 2012 - August 2012
Enterasys Networks June 2011 - August 2011
Delias June 2009 - November 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Teamwork, Bloomberg Terminal, Time Management, Social Media, Public Speaking, Data Analysis, Portfolio Performance..., Accounts Payable, SAP, Gmail, Outlook, SPSS, Customer Service, Facebook
Education
Northeastern University 2011 — 2016
Finance, General, Middler
Pinkerton Academy 2007 — 2011
High School Diploma
Gabriella DaSilva Gabriella DaSilva's Wellington Management Experience July 2013 - December 2013
Job Account Coordinator for News America Marketing
Industry Marketing and Advertising
Experience
Johnson & Johnson July 2014 - January 2015
Wellington Management July 2013 - December 2013
Liberty Mutual Insurance July 2012 - December 2012
Martha's Vineyard Online May 2011 - August 2011
Skills
Recruiting, Microsoft Office
Education
Northeastern University 2010 — 2015
Organizational Communication, General
Johnson & Johnson July 2014 - January 2015
Wellington Management July 2013 - December 2013
Liberty Mutual Insurance July 2012 - December 2012
Martha's Vineyard Online May 2011 - August 2011
Skills
Recruiting, Microsoft Office
Education
Northeastern University 2010 — 2015
Organizational Communication, General
Jordan Hilliard Jordan Hilliard's Wellington Management Experience July 2007 - December 2007
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
Andrew Hawthorne's Wellington Management Experience January 2013 - June 2013
Job Creative Sync Coordinator at Primary Wave Music
Industry Music
Experience
Primary Wave Music March 2015 - Present
Kobalt Music November 2014 - March 2015
Format Entertainment October 2014 - March 2015
Vail Resorts December 2013 - April 2014
Wellington Management January 2013 - June 2013
Haber Trilix Advisors, LP September 2012 - December 2012
Haber Trilix Advisors, LP January 2012 - June 2012
Skills
Music Licensing, Music Industry, Music Publishing, Music Supervision, Research, Customer Service, Microeconomics, Market Research, Microsoft Office, Bloomberg, Equities, Financial Modeling, Asset Management, Hedge Funds, Microsoft Excel, PowerPoint, Data Analysis, Marketing Communications
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Economics, Cum Laude
London School of Economics and Political Science
Economics
East Greenwich High School 2005 — 2009
Primary Wave Music March 2015 - Present
Kobalt Music November 2014 - March 2015
Format Entertainment October 2014 - March 2015
Vail Resorts December 2013 - April 2014
Wellington Management January 2013 - June 2013
Haber Trilix Advisors, LP September 2012 - December 2012
Haber Trilix Advisors, LP January 2012 - June 2012
Skills
Music Licensing, Music Industry, Music Publishing, Music Supervision, Research, Customer Service, Microeconomics, Market Research, Microsoft Office, Bloomberg, Equities, Financial Modeling, Asset Management, Hedge Funds, Microsoft Excel, PowerPoint, Data Analysis, Marketing Communications
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Economics, Cum Laude
London School of Economics and Political Science
Economics
East Greenwich High School 2005 — 2009
Keith Geddings Keith Geddings's Wellington Management Experience January 2011 - June 2011
Job Commercial Real Estate | Law | Emotional Intelligence
Industry Real Estate
Experience
JLL May 2015 - Present
Leadership-International July 2013 - Present
Keller Williams Capital Properties January 2015 - May 2015
StoneTurn Group LLP January 2013 - July 2013
GE Healthcare January 2012 - June 2012
Wellington Management January 2011 - June 2011
Smith Companies, Ltd September 2010 - December 2010
Skills
Analysis, Strategy, Business Development, Business Strategy, Microsoft Excel, New Business Development, Research, Consulting, Financial Analysis, Financial Modeling, Data Analysis, PowerPoint, Public Speaking, Leadership, Social Media, Management
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
London School of Economics and Political Science 2012 — 2012
Summer Program, Strategic Management & Financial Markets
Bethesda Chevy Chase 2007 — 2009
International Baccalaureate Diploma
JLL May 2015 - Present
Leadership-International July 2013 - Present
Keller Williams Capital Properties January 2015 - May 2015
StoneTurn Group LLP January 2013 - July 2013
GE Healthcare January 2012 - June 2012
Wellington Management January 2011 - June 2011
Smith Companies, Ltd September 2010 - December 2010
Skills
Analysis, Strategy, Business Development, Business Strategy, Microsoft Excel, New Business Development, Research, Consulting, Financial Analysis, Financial Modeling, Data Analysis, PowerPoint, Public Speaking, Leadership, Social Media, Management
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
London School of Economics and Political Science 2012 — 2012
Summer Program, Strategic Management & Financial Markets
Bethesda Chevy Chase 2007 — 2009
International Baccalaureate Diploma
Jake Coyne Jake Coyne's Wellington Management Experience July 2015 - Present
Job
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Northeastern University September 2014 - Present
Wellington Management June 2014 - June 2015
Fidelity Charitable November 2010 - July 2013
University of Vermont January 2009 - June 2010
Gentle Giant Moving Co. 2007 - 2010
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
University of Vermont 2006 — 2010
Bachelor's degree
University of Sussex 2009 — 2009
Wellington Management July 2015 - Present
Northeastern University September 2014 - Present
Wellington Management June 2014 - June 2015
Fidelity Charitable November 2010 - July 2013
University of Vermont January 2009 - June 2010
Gentle Giant Moving Co. 2007 - 2010
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
University of Vermont 2006 — 2010
Bachelor's degree
University of Sussex 2009 — 2009
Tucker Roeder's Wellington Management Experience July 2010 - December 2010
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
McAdam Financially Advanced™ August 2013 - Present
ING Financial Partners May 2012 - September 2014
Wellington Management July 2010 - December 2010
Commonwealth Financial Network July 2009 - December 2009
Education
Northeastern University 2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship
McAdam Financially Advanced™ October 2014 - Present
McAdam Financially Advanced™ August 2013 - Present
ING Financial Partners May 2012 - September 2014
Wellington Management July 2010 - December 2010
Commonwealth Financial Network July 2009 - December 2009
Education
Northeastern University 2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship
Elise Jarvi Elise Jarvi's Wellington Management Experience January 2007 - June 2007
Job Senior Client Service Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
Amanda Unterreiner's Wellington Management Experience July 2012 - Present
Job Ambitious Finance Professional
Industry Investment Management
Experience
Wellington Management July 2012 - Present
RuffaloCODY September 2009 - May 2012
GMO July 2011 - January 2012
Wellington Management June 2010 - January 2011
Skills
Bloomberg, VBA, SQL, Equities, Excel, Factset, Commodity Markets, Alternative Investments, Investment Strategies, Investment Modeling, Self-starter, Options, Hedge Funds, Valuation, Highly Organized &..., Solid Presentation..., Networking, Leadership, Communication, Analytical Skills, Collaborative Problem..., Innovation
Education
Northeastern University 2008 — 2012
BSBA, Finance & Accounting
Wellington Management July 2012 - Present
RuffaloCODY September 2009 - May 2012
GMO July 2011 - January 2012
Wellington Management June 2010 - January 2011
Skills
Bloomberg, VBA, SQL, Equities, Excel, Factset, Commodity Markets, Alternative Investments, Investment Strategies, Investment Modeling, Self-starter, Options, Hedge Funds, Valuation, Highly Organized &..., Solid Presentation..., Networking, Leadership, Communication, Analytical Skills, Collaborative Problem..., Innovation
Education
Northeastern University 2008 — 2012
BSBA, Finance & Accounting
Samuel Mortimer Samuel Mortimer's Wellington Management Experience October 2014 - Present
Job Regulatory Compliance Analyst at Wellington Management
Industry Law Practice
Experience
Wellington Management October 2014 - Present
Hayden Synchronized Skating Teams August 2010 - Present
LibbyHoopes P.C. July 2014 - October 2014
Massachusetts Commission Against Discrimination August 2013 - July 2014
Private Figure Skating Instructor June 2008 - July 2014
New England Journal on Criminal and Civil Confinement May 2012 - May 2013
New England Law Boston April 2012 - May 2013
Massachusetts Attorney General's Office June 2012 - August 2012
Law Office of David Klausner June 2011 - August 2011
Jones Day August 2008 - November 2009
Skills
Lexis, Criminal Law, Legal Writing, Westlaw, Legal Research, Civil Litigation, Commercial Litigation, Immigration Law, Intellectual Property, Trial Practice, Administrative Law, Criminal Defense
Education
New England School of Law 2010 — 2013
Juris Doctor, magna cum laude
New York University 2004 — 2008
B.S., Media Studies
Wellington Management October 2014 - Present
Hayden Synchronized Skating Teams August 2010 - Present
LibbyHoopes P.C. July 2014 - October 2014
Massachusetts Commission Against Discrimination August 2013 - July 2014
Private Figure Skating Instructor June 2008 - July 2014
New England Journal on Criminal and Civil Confinement May 2012 - May 2013
New England Law Boston April 2012 - May 2013
Massachusetts Attorney General's Office June 2012 - August 2012
Law Office of David Klausner June 2011 - August 2011
Jones Day August 2008 - November 2009
Skills
Lexis, Criminal Law, Legal Writing, Westlaw, Legal Research, Civil Litigation, Commercial Litigation, Immigration Law, Intellectual Property, Trial Practice, Administrative Law, Criminal Defense
Education
New England School of Law 2010 — 2013
Juris Doctor, magna cum laude
New York University 2004 — 2008
B.S., Media Studies
Conor McCarthy, CFA Conor McCarthy, CFA's Wellington Management Experience August 2010 - Present
Job Director of Client Investment Solutions, Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Christopher Glennon's Wellington Management Experience January 2007 - June 2007
Job IT Service Management (ITSM/ITIL), Process Improvement, and Project Management Consultant
Industry Information Technology and Services
Experience
Pepper Foster Consulting February 2015 - Present
gPowered Consulting, LLC October 2014 - Present
Nike February 2014 - June 2014
Bonneville Power Administration March 2011 - January 2014
SmartSymbols™ December 2007 - February 2011
Wellington Management January 2007 - June 2007
State Street Global Advisors (SSgA) October 2006 - December 2006
Blue River Associates April 2006 - April 2006
Wellington Management October 2005 - March 2006
State Street Global Advisors (SSgA) March 2005 - September 2005
Skills
Disaster Recovery, Project Management, Process Improvement, IT Service Management, ITIL, SDLC, Change Management, Integration, Business Process, IT Strategy, Consulting, Infrastructure, Enterprise Architecture, Business Process..., Management, Cross-functional Team..., Team Leadership, Release Management, Business Development, Systems Engineering, IT Operations, Technology Solutions, Business Strategy, Culture Change, Configuration Management, Application Packaging, Globalization, Asset Managment, mof, Startup Development, Technology Roadmapping, Incident Management, Business Continuity, sla, Service Level Agreements, Service Catalog, Organizational Change..., Lean IT, Educational Technology, Strategy
Education
Northeastern University 1981 — 1986
BSCS
Pepper Foster Consulting February 2015 - Present
gPowered Consulting, LLC October 2014 - Present
Nike February 2014 - June 2014
Bonneville Power Administration March 2011 - January 2014
SmartSymbols™ December 2007 - February 2011
Wellington Management January 2007 - June 2007
State Street Global Advisors (SSgA) October 2006 - December 2006
Blue River Associates April 2006 - April 2006
Wellington Management October 2005 - March 2006
State Street Global Advisors (SSgA) March 2005 - September 2005
Skills
Disaster Recovery, Project Management, Process Improvement, IT Service Management, ITIL, SDLC, Change Management, Integration, Business Process, IT Strategy, Consulting, Infrastructure, Enterprise Architecture, Business Process..., Management, Cross-functional Team..., Team Leadership, Release Management, Business Development, Systems Engineering, IT Operations, Technology Solutions, Business Strategy, Culture Change, Configuration Management, Application Packaging, Globalization, Asset Managment, mof, Startup Development, Technology Roadmapping, Incident Management, Business Continuity, sla, Service Level Agreements, Service Catalog, Organizational Change..., Lean IT, Educational Technology, Strategy
Education
Northeastern University 1981 — 1986
BSCS
Alex Negroski's Wellington Management Experience July 2014 - Present
Job Business Associate at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2014 - Present
Wellington Management July 2013 - December 2013
Wellington Management July 2012 - January 2013
Sappi July 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Trading, Securities
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Cardinal Mooney Highschool 2006 — 2009
Wellington Management July 2014 - Present
Wellington Management July 2013 - December 2013
Wellington Management July 2012 - January 2013
Sappi July 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Trading, Securities
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Cardinal Mooney Highschool 2006 — 2009
Usha Sunkara Usha Sunkara's Wellington Management Experience 2007 - 2008
Job Sr. Technical Systems & Business Analyst at Cambia Health Solutions
Industry Computer Software
Experience
Cambia Health Solutions April 2014 - Present
Cambia Health Solutions 2013 - Present
T-Mobile 2012 - 2013
World Vision 2011 - 2012
Blue Cross and Blue Shield of Kansas City 2011 - 2011
Regence BlueCross BlueShield of Oregon 2009 - 2011
AIG 2010 - 2010
Novo Nordisk A/S 2008 - 2009
Wellington Management 2007 - 2008
LexisNexis 2006 - 2007
Skills
ETL, SDLC, Data Warehousing, Data Integration, Datastage, Informatica, Data Modeling, Leadership, Business Intelligence, Data Profiling, Oracle, Requirements Analysis, Data Quality, Teradata
Education
New Jersey Institute of Technology 2004 — 2005
MS, Computer Science
Cambia Health Solutions April 2014 - Present
Cambia Health Solutions 2013 - Present
T-Mobile 2012 - 2013
World Vision 2011 - 2012
Blue Cross and Blue Shield of Kansas City 2011 - 2011
Regence BlueCross BlueShield of Oregon 2009 - 2011
AIG 2010 - 2010
Novo Nordisk A/S 2008 - 2009
Wellington Management 2007 - 2008
LexisNexis 2006 - 2007
Skills
ETL, SDLC, Data Warehousing, Data Integration, Datastage, Informatica, Data Modeling, Leadership, Business Intelligence, Data Profiling, Oracle, Requirements Analysis, Data Quality, Teradata
Education
New Jersey Institute of Technology 2004 — 2005
MS, Computer Science
Andrea Paz Andrea Paz's Wellington Management Experience June 2010 - November 2011
Job Experienced Administrative Professional seeking next great opportunity
Industry Consumer Services
Experience
Job Search February 2013 - Present
Wellington Management June 2010 - November 2011
Wellington Management November 2004 - June 2010
Wellington Management February 2001 - November 2004
Dunkin Donuts September 1992 - February 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Asset Managment, Project Management, Vendor Management, Access, Budgets, Analysis, Asset Management, Customer Service, Human Resources, Management, Program Management, Purchasing, Sales, SharePoint, Time Management, Training, Troubleshooting, Business Analysis, Process Improvement
Education
University of Massachusetts Lowell 1996 — 1999
Bachelor's Degree, English, Psychology
Middlesex Community College 1993 — 1996
Associate Degree, Liberal Arts
Job Search February 2013 - Present
Wellington Management June 2010 - November 2011
Wellington Management November 2004 - June 2010
Wellington Management February 2001 - November 2004
Dunkin Donuts September 1992 - February 2001
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Asset Managment, Project Management, Vendor Management, Access, Budgets, Analysis, Asset Management, Customer Service, Human Resources, Management, Program Management, Purchasing, Sales, SharePoint, Time Management, Training, Troubleshooting, Business Analysis, Process Improvement
Education
University of Massachusetts Lowell 1996 — 1999
Bachelor's Degree, English, Psychology
Middlesex Community College 1993 — 1996
Associate Degree, Liberal Arts
April Borawski April Borawski's Wellington Management Experience January 2013 - August 2013
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street January 2015 - June 2015
eGauss Business Holding March 2014 - August 2014
Wellington Management January 2013 - August 2013
Wellington Management July 2012 - December 2012
Wellington Management March 2012 - July 2012
Boston Ballet October 2011 - January 2012
Joe's American Bar and Grill May 2011 - October 2011
Jumpstart September 2010 - April 2011
Limited Too June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Spanish, PowerPoint, Data Analysis, Services Marketing, Time Management, Close Attention to..., Teamwork, Outlook, Public Speaking, Human Resources, Analysis, Marketing
Education
Northeastern University 2010 — 2015
International Business, Finance, Marketing and Spanish, 3.9 (4.0)
Universidad Pontificia Comillas 2013 — 2014
Negocios Internacionales, especialidad en español, finanzas, y marketing
State Street July 2015 - Present
State Street January 2015 - June 2015
eGauss Business Holding March 2014 - August 2014
Wellington Management January 2013 - August 2013
Wellington Management July 2012 - December 2012
Wellington Management March 2012 - July 2012
Boston Ballet October 2011 - January 2012
Joe's American Bar and Grill May 2011 - October 2011
Jumpstart September 2010 - April 2011
Limited Too June 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Spanish, PowerPoint, Data Analysis, Services Marketing, Time Management, Close Attention to..., Teamwork, Outlook, Public Speaking, Human Resources, Analysis, Marketing
Education
Northeastern University 2010 — 2015
International Business, Finance, Marketing and Spanish, 3.9 (4.0)
Universidad Pontificia Comillas 2013 — 2014
Negocios Internacionales, especialidad en español, finanzas, y marketing
Wesley (Wes) Hampson Wesley (Wes) Hampson's Wellington Management Experience June 2014 - June 2015
Job Finance Professional | MBA Candidate, D'AmoreMcKim School of Business, Northeastern University
Industry Investment Management
Experience
Wellington Management June 2014 - June 2015
Lexington Insurance Company May 2013 - August 2013
Ohio National Financial Services September 2012 - May 2013
D'Artagnan Capital Fund August 2012 - December 2012
Ohio National Financial Services September 2011 - September 2012
Lexington Insurance Company May 2012 - August 2012
D'Artagnan Capital Fund January 2012 - May 2012
Chartwells (Higher Education Division) October 2010 - January 2011
Willis Re May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Finance, Time Management, Excel, Access, Insurance, Management, Communication, Problem Solving, Data Analytics, Process Improvement, Teamwork, Detail Orientation, Investment Research, Leadership, Customer Service, Public Speaking, Investments
Education
Northeastern University 2013 — 2015
Candidate for Master of Business Administration (MBA), Investment Finance
Xavier University 2009 — 2013
BSBA, Major: Finance, Minor: Economics
Wellington Management June 2014 - June 2015
Lexington Insurance Company May 2013 - August 2013
Ohio National Financial Services September 2012 - May 2013
D'Artagnan Capital Fund August 2012 - December 2012
Ohio National Financial Services September 2011 - September 2012
Lexington Insurance Company May 2012 - August 2012
D'Artagnan Capital Fund January 2012 - May 2012
Chartwells (Higher Education Division) October 2010 - January 2011
Willis Re May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Finance, Time Management, Excel, Access, Insurance, Management, Communication, Problem Solving, Data Analytics, Process Improvement, Teamwork, Detail Orientation, Investment Research, Leadership, Customer Service, Public Speaking, Investments
Education
Northeastern University 2013 — 2015
Candidate for Master of Business Administration (MBA), Investment Finance
Xavier University 2009 — 2013
BSBA, Major: Finance, Minor: Economics
Marie C Barth Marie C Barth's Wellington Management Experience June 1995 - April 1999
Job IT Manager & Project Manager at Forcine Concrete & Construction Company
Industry Information Technology and Services
Experience
Forcine Concrete & Construction Company November 2002 - Present
Peak Fitness Company August 1999 - May 2002
Wellington Management June 1995 - April 1999
Skills
Solution Selling, SaaS, Cloud Computing, Project Management, New Business Development, Active Directory, Technical Support
Education
Montgomery County Community College 1990 — 1992
Computer Science
Forcine Concrete & Construction Company November 2002 - Present
Peak Fitness Company August 1999 - May 2002
Wellington Management June 1995 - April 1999
Skills
Solution Selling, SaaS, Cloud Computing, Project Management, New Business Development, Active Directory, Technical Support
Education
Montgomery County Community College 1990 — 1992
Computer Science
Akzhan Muzdubayeva Akzhan Muzdubayeva's Wellington Management Experience July 2014 - Present
Job Capital Markets CoOp at Eurobank Bulgaria AD
Industry Newspapers
Experience
Wellington Management July 2014 - Present
Northeastern University September 2011 - May 2014
Eurobank Bulgaria AD January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
The Boston Globe January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Research, SPSS, Accounting, Event Planning, Microsoft Word, Teamwork, Bloomberg Terminal, Access, Data Entry, Finance
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Marketing
London School of Economics and Political Science 2012 — 2012
Study Abroad, Public Finance, Risk Management
Wellington Management July 2014 - Present
Northeastern University September 2011 - May 2014
Eurobank Bulgaria AD January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
The Boston Globe January 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Research, SPSS, Accounting, Event Planning, Microsoft Word, Teamwork, Bloomberg Terminal, Access, Data Entry, Finance
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Marketing
London School of Economics and Political Science 2012 — 2012
Study Abroad, Public Finance, Risk Management
Trupti Sawant Trupti Sawant's Wellington Management Experience March 2011 - Present
Job Software Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management March 2011 - Present
Cross Country Automotive Services January 2010 - May 2010
Reliance Infosolutions Pvt. Ltd. January 2008 - July 2008
Skills
Java, SQL, FIX, Java Enterprise Edition, Quality Center, UML, Visio, XML, .NET, Microsoft SQL Server, Databases, Eclipse, Visual Studio, Agile Methodologies
Education
Northeastern University 2008 — 2010
Master of Science, Telecommunication Systems Development
University of Mumbai 2003 — 2007
Bachelor of Engineering, Electronics and Telecommunication
Wellington Management March 2011 - Present
Cross Country Automotive Services January 2010 - May 2010
Reliance Infosolutions Pvt. Ltd. January 2008 - July 2008
Skills
Java, SQL, FIX, Java Enterprise Edition, Quality Center, UML, Visio, XML, .NET, Microsoft SQL Server, Databases, Eclipse, Visual Studio, Agile Methodologies
Education
Northeastern University 2008 — 2010
Master of Science, Telecommunication Systems Development
University of Mumbai 2003 — 2007
Bachelor of Engineering, Electronics and Telecommunication
Joe Scarpato Joe Scarpato's Wellington Management Experience November 2012 - Present
Job CORE Engineer (consultant) Architecture Infrastructure Services at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management November 2012 - Present
Polycom January 2011 - November 2012
Polycom August 2010 - January 2011
Ropes & Gray LLP 2007 - 2010
Ropes & Gray LLP 2005 - 2006
Ropes & Gray LLP 2003 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Project Management, Help Desk Support, Security, Asset Managment, Windows 7, Active Directory, Disaster Recovery, System Deployment
Education
Northeastern University 1983 — 1986
Bachelor of Science Business Administration, Marketing
Wayland High School 1974 — 1978
Wellington Management November 2012 - Present
Polycom January 2011 - November 2012
Polycom August 2010 - January 2011
Ropes & Gray LLP 2007 - 2010
Ropes & Gray LLP 2005 - 2006
Ropes & Gray LLP 2003 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Project Management, Help Desk Support, Security, Asset Managment, Windows 7, Active Directory, Disaster Recovery, System Deployment
Education
Northeastern University 1983 — 1986
Bachelor of Science Business Administration, Marketing
Wayland High School 1974 — 1978
Adrian R Ironside Adrian R Ironside's Wellington Management Experience June 2007 - August 2007
Job Principal at Guardian Capital Partners
Industry Venture Capital & Private Equity
Experience
McCubbin Hosiery December 2013 - Present
Guardian Capital Partners August 2008 - Present
R & D Circuits, Inc. April 2011 - March 2014
Wellington Management June 2007 - August 2007
Goldman Sachs July 1998 - July 2006
Skills
Financial Modeling, Critical Thinking, Strategic Planning, People Management, Private Equity, Programming, Private Wealth..., Attention To Detail, Wealth Management..., Portfolio Management, Bonds, Strategy, Management, Equities, Valuation, Entrepreneurship, Investments, Asset Management, Hedge Funds, LBO, Corporate Development, Venture Capital, Emerging Markets, Financial Structuring, Investment Banking, M&A experience, Alternative Investments, Leveraged Finance, Private Placements, Due Diligence, Business Valuation, Mergers & Acquisitions, Wealth Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Entrepreneurship, Strategic Management
Morehouse College 1994 — 1998
B. Sc., Mathematics, Computer Science
St Mary's 1988 — 1994
GCE O' and A' Level Certificates, Computer Science, Business Management and Economics
Holy Name Preparatory School (Port-of-Spain, Trinidad) 1983 — 1988
McCubbin Hosiery December 2013 - Present
Guardian Capital Partners August 2008 - Present
R & D Circuits, Inc. April 2011 - March 2014
Wellington Management June 2007 - August 2007
Goldman Sachs July 1998 - July 2006
Skills
Financial Modeling, Critical Thinking, Strategic Planning, People Management, Private Equity, Programming, Private Wealth..., Attention To Detail, Wealth Management..., Portfolio Management, Bonds, Strategy, Management, Equities, Valuation, Entrepreneurship, Investments, Asset Management, Hedge Funds, LBO, Corporate Development, Venture Capital, Emerging Markets, Financial Structuring, Investment Banking, M&A experience, Alternative Investments, Leveraged Finance, Private Placements, Due Diligence, Business Valuation, Mergers & Acquisitions, Wealth Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Entrepreneurship, Strategic Management
Morehouse College 1994 — 1998
B. Sc., Mathematics, Computer Science
St Mary's 1988 — 1994
GCE O' and A' Level Certificates, Computer Science, Business Management and Economics
Holy Name Preparatory School (Port-of-Spain, Trinidad) 1983 — 1988
Adam Mendes Adam Mendes's Wellington Management Experience June 2014 - May 2015
Job Undergraduate Student at Northeastern University
Industry Financial Services
Experience
Liquidnet July 2015 - Present
Northeastern University September 2011 - Present
Wellington Management June 2014 - May 2015
MFS Investment Management June 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Leadership, Investments, Finance, Equities, Fixed Income, Microsoft Word, Data Analysis, Trading, Social Networking, Public Speaking, Teamwork, Time Management, Alpha Generation, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
Liquidnet July 2015 - Present
Northeastern University September 2011 - Present
Wellington Management June 2014 - May 2015
MFS Investment Management June 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, Leadership, Investments, Finance, Equities, Fixed Income, Microsoft Word, Data Analysis, Trading, Social Networking, Public Speaking, Teamwork, Time Management, Alpha Generation, PowerPoint
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
Vincent Trapani Vincent Trapani's Wellington Management Experience January 2013 - June 2013
Job Fixed Income Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
UBS Global Asset Management January 2014 - June 2014
Wellington Management January 2013 - June 2013
GE Aviation January 2012 - June 2012
Global Arena Capital Corp. July 2009 - August 2011
Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Finance, Economics, Strategic Financial..., Leadership, Writing, Due Diligence, Management, Process Improvement, Analysis, Business Analysis
Education
Northeastern University 2010 — 2015
Bachelor's degree, Finance, General, 3.7
London School of Economics and Political Science 2012 — 2012
Economics/Finance
The American University of Rome 2011 — 2011
International Business
Fidelity Investments July 2015 - Present
UBS Global Asset Management January 2014 - June 2014
Wellington Management January 2013 - June 2013
GE Aviation January 2012 - June 2012
Global Arena Capital Corp. July 2009 - August 2011
Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Finance, Economics, Strategic Financial..., Leadership, Writing, Due Diligence, Management, Process Improvement, Analysis, Business Analysis
Education
Northeastern University 2010 — 2015
Bachelor's degree, Finance, General, 3.7
London School of Economics and Political Science 2012 — 2012
Economics/Finance
The American University of Rome 2011 — 2011
International Business
Whitney Johnson Whitney Johnson's Wellington Management Experience July 2007 - January 2008
Job Lead Development Rep Business Analytics at IBM
Industry Information Technology and Services
Experience
IBM March 2012 - Present
IBM July 2009 - March 2012
IBM June 2008 - January 2009
Wellington Management July 2007 - January 2008
Aviva Life Insurance June 2006 - June 2007
Skills
Cognos, Databases, ClearQuest, Business Intelligence, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering, Analytics, ETL, Cloud Computing, Enterprise Software, Software Project..., Business Process, Process Improvement, Enterprise Architecture
Education
IBM Global Sales School 2013 — 2014
Selling Skills and Sales Operations
Northeastern University 2005 — 2009
BSBA, Dual Concentration: Management Information Systems and Business Management, Cum Laude
Westfield State College 2004 — 2005
Business Management
IBM March 2012 - Present
IBM July 2009 - March 2012
IBM June 2008 - January 2009
Wellington Management July 2007 - January 2008
Aviva Life Insurance June 2006 - June 2007
Skills
Cognos, Databases, ClearQuest, Business Intelligence, Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering, Analytics, ETL, Cloud Computing, Enterprise Software, Software Project..., Business Process, Process Improvement, Enterprise Architecture
Education
IBM Global Sales School 2013 — 2014
Selling Skills and Sales Operations
Northeastern University 2005 — 2009
BSBA, Dual Concentration: Management Information Systems and Business Management, Cum Laude
Westfield State College 2004 — 2005
Business Management
Eric Donnelly Eric Donnelly's Wellington Management Experience May 2002 - December 2009
Job Store Associate at Showcase Laundromat
Industry Printing
Experience
Showcase Laundromat March 2014 - Present
RR Donnelly 2013 - 2013
Somerville Family Learning Collaborative January 2012 - September 2012
Wellington Management May 2002 - December 2009
Skills
Digital Printing, Teaching, Project Planning, Spanish
Education
Harvard University 2007 — 2012
ALB, Spanish Language and Spanish Colonial History
Middlesex Community College 1996 — 1998
Transfer Studies
Showcase Laundromat March 2014 - Present
RR Donnelly 2013 - 2013
Somerville Family Learning Collaborative January 2012 - September 2012
Wellington Management May 2002 - December 2009
Skills
Digital Printing, Teaching, Project Planning, Spanish
Education
Harvard University 2007 — 2012
ALB, Spanish Language and Spanish Colonial History
Middlesex Community College 1996 — 1998
Transfer Studies
Ashley Meissner's Wellington Management Experience January 2008 - June 2008
Job HR professional with experience in project planning for wellness and benefits initiatives
Industry Human Resources
Experience
Eze Castle Software March 2011 - July 2015
Eze Castle Software August 2010 - March 2011
Liberty Mutual January 2009 - June 2009
Wellington Management January 2008 - June 2008
EF Education January 2007 - November 2007
Skills
Onboarding, Employee Benefits, Outlook, Payroll, Training, Benefits Administration, SharePoint, New Hire Orientations, Human Resources, Payroll Management, Microsoft Office, Paychex
Education
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Business Management
Bishop Guertin High School 2001 — 2005
Eze Castle Software March 2011 - July 2015
Eze Castle Software August 2010 - March 2011
Liberty Mutual January 2009 - June 2009
Wellington Management January 2008 - June 2008
EF Education January 2007 - November 2007
Skills
Onboarding, Employee Benefits, Outlook, Payroll, Training, Benefits Administration, SharePoint, New Hire Orientations, Human Resources, Payroll Management, Microsoft Office, Paychex
Education
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Business Management
Bishop Guertin High School 2001 — 2005
Eric Wilbur Eric Wilbur's Wellington Management Experience June 2015 - Present
Job Fixed Income Pricing Coop at Wellington Management Company
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Standish Mellon Asset Management June 2014 - December 2014
ISG July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Teamwork, Finance, Analysis, Economics, Research, Bloomberg, Fixed Income, Investment...
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Economics
Glastonbury High School 2007 — 2011
High School Diploma
Wellington Management June 2015 - Present
Standish Mellon Asset Management June 2014 - December 2014
ISG July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, Teamwork, Finance, Analysis, Economics, Research, Bloomberg, Fixed Income, Investment...
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration, Finance and Economics
Glastonbury High School 2007 — 2011
High School Diploma
Greg Williamson Greg Williamson's Wellington Management Experience January 2010 - July 2010
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Wellington Management January 2010 - July 2010
Skills
Equities, Equity Valuation, Investments, Quantitative Research, Capital IQ, Financial Analysis, Macro Analysis, Financial Modeling, Equity Strategy
Education
Northeastern University 2008 — 2013
BSBA, Finance & Economics, summa cum laude
Sparta High School 2004 — 2008
Credit Suisse July 2013 - Present
Wellington Management January 2010 - July 2010
Skills
Equities, Equity Valuation, Investments, Quantitative Research, Capital IQ, Financial Analysis, Macro Analysis, Financial Modeling, Equity Strategy
Education
Northeastern University 2008 — 2013
BSBA, Finance & Economics, summa cum laude
Sparta High School 2004 — 2008
Daniel Asulin Daniel Asulin's Wellington Management Experience June 2013 - February 2014
Job HOLT U.S. Sector Specialist at Credit Suisse
Industry Investment Banking
Experience
Northeastern University's Alternative Investment Summit 2011 - May 2015
Credit Suisse July 2014 - December 2014
Wellington Management June 2013 - February 2014
State Street Global Markets July 2012 - March 2013
Northeastern University Entrepreneurs Club September 2011 - October 2012
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Entrepreneurship, Financial Analysis, PowerPoint, Investments, Valuation, Foreign Currency, Non-profit Leadership, Funding, Microsoft Word, Equities, Market Research, Trading, 401k, Alternative Investments, Equity Trading, Fixed Income, Microsoft Office, Financial Reporting, Outlook, Delivering on time, Time Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Finance and Accounting, 4th year
Northeastern University
Northeastern University's Alternative Investment Summit 2011 - May 2015
Credit Suisse July 2014 - December 2014
Wellington Management June 2013 - February 2014
State Street Global Markets July 2012 - March 2013
Northeastern University Entrepreneurs Club September 2011 - October 2012
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Entrepreneurship, Financial Analysis, PowerPoint, Investments, Valuation, Foreign Currency, Non-profit Leadership, Funding, Microsoft Word, Equities, Market Research, Trading, 401k, Alternative Investments, Equity Trading, Fixed Income, Microsoft Office, Financial Reporting, Outlook, Delivering on time, Time Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Finance and Accounting, 4th year
Northeastern University
Michael Tadros, CFA's Wellington Management Experience July 2007 - April 2008
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services April 2013 - March 2014
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services January 2011 - April 2012
Credit Suisse July 2009 - December 2009
Credit Suisse July 2008 - December 2008
Wellington Management July 2007 - April 2008
Skills
Financial Modeling, Investments, Financial Analysis, Fixed Income, Equities, Valuation, Finance, Portfolio Management, Asset Management, Capital Markets, Corporate Finance, Alternative Investments, Private Placements, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2010
Bachelor of Science Degree, Finance, Accounting, Economics
John Hancock Financial Services April 2014 - Present
John Hancock Financial Services April 2013 - March 2014
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services January 2011 - April 2012
Credit Suisse July 2009 - December 2009
Credit Suisse July 2008 - December 2008
Wellington Management July 2007 - April 2008
Skills
Financial Modeling, Investments, Financial Analysis, Fixed Income, Equities, Valuation, Finance, Portfolio Management, Asset Management, Capital Markets, Corporate Finance, Alternative Investments, Private Placements, Due Diligence
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2010
Bachelor of Science Degree, Finance, Accounting, Economics
Andrew Ghannam Andrew Ghannam's Wellington Management Experience January 2008 - June 2008
Job AVP Relationship Manager at Square 1 Bank
Industry Banking
Experience
Square 1 Bank September 2014 - Present
Comerica Bank August 2013 - August 2014
Comerica Bank April 2011 - June 2013
Northeastern University September 2005 - May 2010
Velocity Financial Group January 2009 - June 2009
Wellington Management January 2008 - June 2008
Standish Mellon Asset Management January 2007 - June 2007
Skills
Financial Modeling, Venture Financing, Start-up Ventures, Underwriting, Commercial Banking, Debt, Loan Origination, Bridge Loans, Early Stage Companies, Venture Debt, Analysts, Business Valuation, Growth Capital, Crushing, Financial Analysis, Finance, Investments, Due Diligence
Education
Northeastern University 2005 — 2010
BSBA in Finance, Economics Minor
Square 1 Bank September 2014 - Present
Comerica Bank August 2013 - August 2014
Comerica Bank April 2011 - June 2013
Northeastern University September 2005 - May 2010
Velocity Financial Group January 2009 - June 2009
Wellington Management January 2008 - June 2008
Standish Mellon Asset Management January 2007 - June 2007
Skills
Financial Modeling, Venture Financing, Start-up Ventures, Underwriting, Commercial Banking, Debt, Loan Origination, Bridge Loans, Early Stage Companies, Venture Debt, Analysts, Business Valuation, Growth Capital, Crushing, Financial Analysis, Finance, Investments, Due Diligence
Education
Northeastern University 2005 — 2010
BSBA in Finance, Economics Minor
Jonathan Donegan's Wellington Management Experience June 2010 - December 2010
Job Investment Analyst at BNY Mellon Wealth Management Family Office
Industry Banking
Experience
BNY Mellon Wealth Management - Family Office July 2015 - Present
BNY Mellon Wealth Management - Family Office February 2014 - July 2015
BNY Mellon Wealth Management - Family Office September 2012 - February 2014
Wellington Management June 2010 - December 2010
MFS Investment Management July 2009 - March 2010
Skills
Banking, Securities, Mutual Funds, Public Speaking, Trading, Financial Analysis, Financial Services, Wealth Management, Management, Investment Advisory, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Sciene Degree, Business Administration, Finance
BNY Mellon Wealth Management - Family Office July 2015 - Present
BNY Mellon Wealth Management - Family Office February 2014 - July 2015
BNY Mellon Wealth Management - Family Office September 2012 - February 2014
Wellington Management June 2010 - December 2010
MFS Investment Management July 2009 - March 2010
Skills
Banking, Securities, Mutual Funds, Public Speaking, Trading, Financial Analysis, Financial Services, Wealth Management, Management, Investment Advisory, Finance
Education
Northeastern University 2007 — 2012
Bachelor of Sciene Degree, Business Administration, Finance
Thilini Ariyawansa's Wellington Management Experience January 2011 - June 2011
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Barclays January 2012 - June 2012
Wellington Management January 2011 - June 2011
General Electric January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Social Media, Time Management, Event Planning, Customer Service, Data Analysis, Access, Market Research, SPSS, Outlook, Public Speaking, Marketing Communications, Financial Analysis, Project Management
Education
Northeastern University 2008 — 2013
BSBA, Finance/Marketing
Barclays July 2013 - Present
Barclays January 2012 - June 2012
Wellington Management January 2011 - June 2011
General Electric January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Social Media, Time Management, Event Planning, Customer Service, Data Analysis, Access, Market Research, SPSS, Outlook, Public Speaking, Marketing Communications, Financial Analysis, Project Management
Education
Northeastern University 2008 — 2013
BSBA, Finance/Marketing
Kelly Knudsen Kelly Knudsen's Wellington Management Experience January 2015 - July 2015
Job Graduating in December 2015
Industry Financial Services
Experience
Wellington Management January 2015 - July 2015
Goldman Sachs January 2014 - June 2014
Fergus Foods, LLC May 2013 - August 2013
MMX Management, LLC May 2013 - August 2013
Skills
Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Time Management, Social Media, Social Networking, Outlook, Microsoft Office, Data Analysis, Salesforce.com, QuickBooks, Bloomberg
Education
Northeastern University 2012 — 2015
Candidate for Bachelor of Science Degree in Business Administration, Finance Concentration and Economics Minor
The London School of Economics and Political Science (LSE) 2014 — 2014
Hedge Funds, Private Equity, Economics, 4.0
Wayzata High School 2008 — 2012
Diploma
Wellington Management January 2015 - July 2015
Goldman Sachs January 2014 - June 2014
Fergus Foods, LLC May 2013 - August 2013
MMX Management, LLC May 2013 - August 2013
Skills
Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Time Management, Social Media, Social Networking, Outlook, Microsoft Office, Data Analysis, Salesforce.com, QuickBooks, Bloomberg
Education
Northeastern University 2012 — 2015
Candidate for Bachelor of Science Degree in Business Administration, Finance Concentration and Economics Minor
The London School of Economics and Political Science (LSE) 2014 — 2014
Hedge Funds, Private Equity, Economics, 4.0
Wayzata High School 2008 — 2012
Diploma
Lilly Xie Lilly Xie's Wellington Management Experience June 2011 - January 2012
Job Analyst at Spinnaker Capital
Industry Financial Services
Experience
Spinnaker Capital LLC August 2015 - Present
State Street December 2014 - August 2015
Copal Amba (a Moody’s subsidiary) January 2014 - June 2014
Piper Jaffray July 2012 - December 2012
Wellington Management June 2011 - January 2012
Sappi Fine Paper June 2010 - January 2011
Skills
Financial Modeling, Finance, Municipal Bonds, Financial Analysis, Accounting, Bloomberg, Investments, Fixed Income, Bond Pricing, SDC Platinum, DBC, Corporate Finance, Capital Markets, Derivatives
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree in Business Administration, Concentration in Finance & Accounting; Minor in Math, Summa Cum Laude
Spinnaker Capital LLC August 2015 - Present
State Street December 2014 - August 2015
Copal Amba (a Moody’s subsidiary) January 2014 - June 2014
Piper Jaffray July 2012 - December 2012
Wellington Management June 2011 - January 2012
Sappi Fine Paper June 2010 - January 2011
Skills
Financial Modeling, Finance, Municipal Bonds, Financial Analysis, Accounting, Bloomberg, Investments, Fixed Income, Bond Pricing, SDC Platinum, DBC, Corporate Finance, Capital Markets, Derivatives
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree in Business Administration, Concentration in Finance & Accounting; Minor in Math, Summa Cum Laude
Nadav David's Wellington Management Experience June 2014 - December 2014
Job GE Healthcare Financial Management Program (FMP) Coop
Industry Financial Services
Experience
GE Healthcare July 2015 - Present
Center for Financial Independence (thrive) December 2014 - May 2015
TAMID at Northeastern January 2014 - April 2015
Wellington Management June 2014 - December 2014
Northeastern Basketball November 2013 - March 2014
Jewish Community Relations Council June 2013 - August 2013
Fab4 Music April 2009 - February 2013
Northeastern Birthright January 2013 - January 2013
Sound Fx Music June 2011 - January 2013
March of the Living, The West June 2012 - August 2012
Skills
Blogging, Social Media Marketing, Public Speaking, Social Media, WordPress, Social Networking, Leadership, Advertising, Microsoft Excel, Leadership Development, Invoicing, Video Production, PowerPoint, Research, Microsoft Office, Microsoft Word, Facebook, Event Planning
Education
Northeastern University 2012 — 2017
Finance Major, Social Entrepreneurship Minor, Jewish Studies Minor
Kehillah Jewish High School 2008 — 2012
GE Healthcare July 2015 - Present
Center for Financial Independence (thrive) December 2014 - May 2015
TAMID at Northeastern January 2014 - April 2015
Wellington Management June 2014 - December 2014
Northeastern Basketball November 2013 - March 2014
Jewish Community Relations Council June 2013 - August 2013
Fab4 Music April 2009 - February 2013
Northeastern Birthright January 2013 - January 2013
Sound Fx Music June 2011 - January 2013
March of the Living, The West June 2012 - August 2012
Skills
Blogging, Social Media Marketing, Public Speaking, Social Media, WordPress, Social Networking, Leadership, Advertising, Microsoft Excel, Leadership Development, Invoicing, Video Production, PowerPoint, Research, Microsoft Office, Microsoft Word, Facebook, Event Planning
Education
Northeastern University 2012 — 2017
Finance Major, Social Entrepreneurship Minor, Jewish Studies Minor
Kehillah Jewish High School 2008 — 2012
Joshua Mader Joshua Mader's Wellington Management Experience January 2014 - June 2014
Job Equity Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - July 2015
Wellington Management January 2014 - June 2014
The Savings Bank September 2011 - June 2012
Skills
Microsoft Office, Team Leadership, Microsoft Word, Customer Service, Diligent, Syndicated Loans, Loans, Outlook, Accounting, Banking, Access, Syndications, Spanish, Leadership, Data Analysis, Analysis, Teamwork, Finance, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Business Administration, 3.7
Wakefield Memorial High School 2008 — 2012
Credit Suisse January 2015 - July 2015
Wellington Management January 2014 - June 2014
The Savings Bank September 2011 - June 2012
Skills
Microsoft Office, Team Leadership, Microsoft Word, Customer Service, Diligent, Syndicated Loans, Loans, Outlook, Accounting, Banking, Access, Syndications, Spanish, Leadership, Data Analysis, Analysis, Teamwork, Finance, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor’s Degree, Business Administration, 3.7
Wakefield Memorial High School 2008 — 2012
Carlos Villalobos's Wellington Management Experience July 2014 - December 2014
Job Sales Enablement and Lead Nurturing at HubSpot
Industry Marketing and Advertising
Experience
HubSpot August 2015 - Present
Northeastern University August 2013 - Present
CoderCourse June 2015 - August 2015
Wellington Management July 2014 - December 2014
InternMatch March 2014 - November 2014
Strikingly September 2013 - May 2014
Vökeh January 2014 - March 2014
Adobe January 2013 - July 2013
HSBC July 2012 - August 2012
Skills
Public Speaking, Entrepreneurship, Marketing Communications, Social Media Marketing, Inbound Lead Generation, Inbound Marketing, Social Media, SEM, Blogging, Public Relations, Google Analytics, Facebook, Google Adwords, Investment..., Social Marketing, Start-ups, Marketing, Digital Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Leadership, Teamwork, Asset Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.7
Academia Britanica Cuscatleca 1996 — 2011
International Baccalaureate, with Economics, ITGS & Biology Higher Level., GPA 4.0
HubSpot August 2015 - Present
Northeastern University August 2013 - Present
CoderCourse June 2015 - August 2015
Wellington Management July 2014 - December 2014
InternMatch March 2014 - November 2014
Strikingly September 2013 - May 2014
Vökeh January 2014 - March 2014
Adobe January 2013 - July 2013
HSBC July 2012 - August 2012
Skills
Public Speaking, Entrepreneurship, Marketing Communications, Social Media Marketing, Inbound Lead Generation, Inbound Marketing, Social Media, SEM, Blogging, Public Relations, Google Analytics, Facebook, Google Adwords, Investment..., Social Marketing, Start-ups, Marketing, Digital Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Leadership, Teamwork, Asset Management
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.7
Academia Britanica Cuscatleca 1996 — 2011
International Baccalaureate, with Economics, ITGS & Biology Higher Level., GPA 4.0
Char Kasprzak Char Kasprzak's Wellington Management Experience January 2004 - August 2004
Job Statistical Data Analyst at Massachusetts Health Quality Partners
Industry Hospital & Health Care
Experience
Massachusetts Health Quality Partners May 2012 - Present
Commonwealth of Massachusetts December 2010 - March 2012
Quincy Medical Center May 2009 - November 2010
Massachusetts Department of Public Health September 2008 - January 2009
Novartis August 2004 - August 2007
Wellington Management January 2004 - August 2004
Legal Action of Wisconsin October 2003 - January 2004
Clearwater Instrumentation November 2002 - May 2003
MIT October 2002 - May 2003
Madison Area Technical College May 2002 - August 2002
Skills
SAS, R, SPSS, Stata, S-Plus, SQL, Cost Models, WebEx, Data Analysis, Claims data analysis, Survey Design, Survey Monkey, EpiData, Healthcare Quality, rL Solutions, Access, PowerPoint, Excel, Linux, Mainframe, CPHQ, Healthcare, Statistics, Microsoft Excel, Literature Reviews, Biostatistics, Data Management, Analysis, Health Policy, Research, SAS programming, Clinical Research
Education
Tufts University School of Medicine 2006 — 2009
MPH, Epidemiology/Biostatistics
Northeastern University 2004 — 2004
Certificate, Paralegal Professional Program
University of Wisconsin-Madison 1998 — 2002
BA, Sociology - Analysis & Research
Massachusetts Health Quality Partners May 2012 - Present
Commonwealth of Massachusetts December 2010 - March 2012
Quincy Medical Center May 2009 - November 2010
Massachusetts Department of Public Health September 2008 - January 2009
Novartis August 2004 - August 2007
Wellington Management January 2004 - August 2004
Legal Action of Wisconsin October 2003 - January 2004
Clearwater Instrumentation November 2002 - May 2003
MIT October 2002 - May 2003
Madison Area Technical College May 2002 - August 2002
Skills
SAS, R, SPSS, Stata, S-Plus, SQL, Cost Models, WebEx, Data Analysis, Claims data analysis, Survey Design, Survey Monkey, EpiData, Healthcare Quality, rL Solutions, Access, PowerPoint, Excel, Linux, Mainframe, CPHQ, Healthcare, Statistics, Microsoft Excel, Literature Reviews, Biostatistics, Data Management, Analysis, Health Policy, Research, SAS programming, Clinical Research
Education
Tufts University School of Medicine 2006 — 2009
MPH, Epidemiology/Biostatistics
Northeastern University 2004 — 2004
Certificate, Paralegal Professional Program
University of Wisconsin-Madison 1998 — 2002
BA, Sociology - Analysis & Research
Dan Neville's Wellington Management Experience January 2008 - June 2008
Job Enterprise Account Executive at EMC
Industry Information Technology and Services
Experience
EMC January 2014 - Present
EMC April 2012 - December 2013
EMC July 2011 - March 2012
Auctive, Inc. July 2010 - December 2010
Boston Beer Company January 2009 - August 2009
Wellington Management January 2008 - June 2008
Skills
Salesforce.com, Market Research, Lead Generation, Account Management, Microsoft Office, Cold Calling, Direct Sales, Solution Selling, Sales, Social Media, Business Development, Cloud Computing, Enterprise Software, Big Data, Channel Partners, Leadership, Management, Professional Services
Education
Northeastern University 2006 — 2011
Bachelors of Science, Marketing and Entrepreneurship
American University of Rome 2010 — 2010
Bachelor of Science (BS) in Marketing and Entrepreneurship, Business Studies Program
EMC January 2014 - Present
EMC April 2012 - December 2013
EMC July 2011 - March 2012
Auctive, Inc. July 2010 - December 2010
Boston Beer Company January 2009 - August 2009
Wellington Management January 2008 - June 2008
Skills
Salesforce.com, Market Research, Lead Generation, Account Management, Microsoft Office, Cold Calling, Direct Sales, Solution Selling, Sales, Social Media, Business Development, Cloud Computing, Enterprise Software, Big Data, Channel Partners, Leadership, Management, Professional Services
Education
Northeastern University 2006 — 2011
Bachelors of Science, Marketing and Entrepreneurship
American University of Rome 2010 — 2010
Bachelor of Science (BS) in Marketing and Entrepreneurship, Business Studies Program
DeAnna Vecchiarello DeAnna Vecchiarello's Wellington Management Experience June 2013 - January 2014
Job Trade Management at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company June 2014 - Present
Wellington Management June 2013 - January 2014
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Microsoft Office, Customer Service, Social Media
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management
Suffolk University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Hamilton-Wenham Regional High School 2006 — 2010
High School Diploma
Harvard Management Company June 2014 - Present
Wellington Management June 2013 - January 2014
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Microsoft Office, Customer Service, Social Media
Education
Northeastern University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management
Suffolk University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Hamilton-Wenham Regional High School 2006 — 2010
High School Diploma
Winny (Yi-Ting) Wu Winny (Yi-Ting) Wu's Wellington Management Experience June 2015 - Present
Job Trade Operation Coop at Wellington Management Hong Kong
Industry
Experience
Wellington Management June 2015 - Present
Wellington Management July 2014 - December 2014
Fiksu July 2013 - December 2013
Hanmi Industry Co. Ltd May 2012 - June 2012
Skills
Salesforce.com, Mobile Marketing, Sales Prospecting, Data Analysis, Business Development, Email Marketing, SPSS, Microsoft Office, Event Management, Microsoft Excel, PowerPoint, Mobile Devices, Mobile Applications, Mobile Phone Apps, Lead Generation, Social Media, Public Speaking, Event Planning
Education
Northeastern University 2011 — 2015
D'Amore-McKim School of Business, Marketing, Finance, Communication
Shanghai American School 2007 — 2011
Wellington Management June 2015 - Present
Wellington Management July 2014 - December 2014
Fiksu July 2013 - December 2013
Hanmi Industry Co. Ltd May 2012 - June 2012
Skills
Salesforce.com, Mobile Marketing, Sales Prospecting, Data Analysis, Business Development, Email Marketing, SPSS, Microsoft Office, Event Management, Microsoft Excel, PowerPoint, Mobile Devices, Mobile Applications, Mobile Phone Apps, Lead Generation, Social Media, Public Speaking, Event Planning
Education
Northeastern University 2011 — 2015
D'Amore-McKim School of Business, Marketing, Finance, Communication
Shanghai American School 2007 — 2011
Adrian Gutierrez's Wellington Management Experience September 2011 - March 2012
Job Senior Media Buyer at Media Storm
Industry Entertainment
Experience
Media Storm August 2015 - Present
Media Storm December 2013 - August 2015
Media Storm August 2012 - December 2013
Wellington Management September 2011 - March 2012
RuffaloCODY March 2009 - May 2011
Boston Event Works January 2010 - December 2010
Riviera Mobile Entertainment December 2008 - September 2009
Skills
Salesforce.com, Microsoft Office, Office Administration, Administrative Support, Online Marketing, Social Networking, Editing, Music
Education
Northeastern University 2008 — 2011
BS, Music Industry
Northeastern University 2008 — 2011
Bachelor of Science, Music; Music Industry
Villanova Prep
Media Storm August 2015 - Present
Media Storm December 2013 - August 2015
Media Storm August 2012 - December 2013
Wellington Management September 2011 - March 2012
RuffaloCODY March 2009 - May 2011
Boston Event Works January 2010 - December 2010
Riviera Mobile Entertainment December 2008 - September 2009
Skills
Salesforce.com, Microsoft Office, Office Administration, Administrative Support, Online Marketing, Social Networking, Editing, Music
Education
Northeastern University 2008 — 2011
BS, Music Industry
Northeastern University 2008 — 2011
Bachelor of Science, Music; Music Industry
Villanova Prep
Jyoti Verma Jyoti Verma's Wellington Management Experience 2009 - Present
Job Manager Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2012 - Present
Wellington Management 2009 - Present
Cognizant Technology Solutions January 2007 - Present
Cathay Pacific Airways 2008 - 2008
Oracle November 2005 - January 2007
Hexaware Technologies November 2004 - November 2005
Skills
PeopleSoft, SQR, Oracle, HRIS, PeopleTools, PeopleCode, Software Development, Human Resources, Crystal Reports, Requirements Analysis, PL/SQL, Payroll, SDLC, Oracle Applications, Requirements Gathering, Business Analysis, ERP, Software Project..., Employee Benefits, SQL
Education
National Institute of Technology Raipur 2000 — 2004
B.E., Computer Science
Cognizant Technology Solutions June 2012 - Present
Wellington Management 2009 - Present
Cognizant Technology Solutions January 2007 - Present
Cathay Pacific Airways 2008 - 2008
Oracle November 2005 - January 2007
Hexaware Technologies November 2004 - November 2005
Skills
PeopleSoft, SQR, Oracle, HRIS, PeopleTools, PeopleCode, Software Development, Human Resources, Crystal Reports, Requirements Analysis, PL/SQL, Payroll, SDLC, Oracle Applications, Requirements Gathering, Business Analysis, ERP, Software Project..., Employee Benefits, SQL
Education
National Institute of Technology Raipur 2000 — 2004
B.E., Computer Science
Nicholas Elfner Nicholas Elfner's Wellington Management Experience July 2006 - December 2008
Job Senior Vice President at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
Danielle Loyer Danielle Loyer's Wellington Management Experience May 2013 - Present
Job E.A. to the Director of Risk Management and Finance & Administration
Industry Investment Management
Experience
Wellington Management May 2013 - Present
Skills
Legal Research, Legal Writing, Relativity, Westlaw, Microsoft Office, Outlook, Document Review, Legal Assistance, Microsoft Word, Administration, Editing, Invoicing, Customer Service, Microsoft Excel
Education
Suffolk University Law School 2008 — 2012
Newbury College 2002 — 2006
Bachelor of Science, Criminal Justice
Northeastern University
Wellington Management May 2013 - Present
Skills
Legal Research, Legal Writing, Relativity, Westlaw, Microsoft Office, Outlook, Document Review, Legal Assistance, Microsoft Word, Administration, Editing, Invoicing, Customer Service, Microsoft Excel
Education
Suffolk University Law School 2008 — 2012
Newbury College 2002 — 2006
Bachelor of Science, Criminal Justice
Northeastern University
Michele Lemieux's Wellington Management Experience October 2007 - March 2008
Job Producer at Vital Source Media Services
Industry E-Learning
Experience
Vital Source Media Services September 2012 - Present
Horizons for Homeless Children January 2010 - Present
Vital Source Media Services, formally VPG Integrated Media October 2009 - September 2012
Vital Source Media Services, formally VPG Integrated Media March 2008 - October 2009
Wellington Management October 2007 - March 2008
Skills
InDesign, Multimedia, Producing, Management, Program Management, Video Production, Creative Direction, Customer Service, Social Media, Microsoft Office
Education
Mount Ida College 2003 — 2007
Bachelor of Science, Graphic Design
Vital Source Media Services September 2012 - Present
Horizons for Homeless Children January 2010 - Present
Vital Source Media Services, formally VPG Integrated Media October 2009 - September 2012
Vital Source Media Services, formally VPG Integrated Media March 2008 - October 2009
Wellington Management October 2007 - March 2008
Skills
InDesign, Multimedia, Producing, Management, Program Management, Video Production, Creative Direction, Customer Service, Social Media, Microsoft Office
Education
Mount Ida College 2003 — 2007
Bachelor of Science, Graphic Design
Alyse Gould Alyse Gould's Wellington Management Experience June 2007 - April 2008
Job Senior Associate at PwC, Global Structuring Alternative Investments
Industry Legal Services
Experience
PwC July 2014 - Present
PwC November 2012 - June 2014
Suffolk University Law School Investor Advocacy Clinic August 2011 - May 2012
U.S. Securities and Exchange Commission June 2011 - August 2011
Brockton District Court June 2010 - October 2010
Liberty Mutual Insurance June 2008 - December 2008
Wellington Management June 2007 - April 2008
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.), Business Law and Financial Services, 3.65
Northeastern University 2005 — 2009
Bachelor's degree, Political Science and Business Administration, 3.85
PwC July 2014 - Present
PwC November 2012 - June 2014
Suffolk University Law School Investor Advocacy Clinic August 2011 - May 2012
U.S. Securities and Exchange Commission June 2011 - August 2011
Brockton District Court June 2010 - October 2010
Liberty Mutual Insurance June 2008 - December 2008
Wellington Management June 2007 - April 2008
Education
Suffolk University Law School 2009 — 2012
Doctor of Law (J.D.), Business Law and Financial Services, 3.65
Northeastern University 2005 — 2009
Bachelor's degree, Political Science and Business Administration, 3.85
Truc Ta Truc Ta's Wellington Management Experience January 2014 - June 2014
Job Economics Major with Professional Experience in Finance
Industry Financial Services
Experience
St. Bernadette Parish October 2009 - Present
Wellington Management January 2014 - June 2014
United South End Settlements July 2012 - December 2012
Skills
Invoicing, Accounting, Nonprofits, Cataloging, Bookkeeping, PowerPoint, Analysis, Financial Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2015
Northeastern University 2010 — 2015
St. Bernadette Parish October 2009 - Present
Wellington Management January 2014 - June 2014
United South End Settlements July 2012 - December 2012
Skills
Invoicing, Accounting, Nonprofits, Cataloging, Bookkeeping, PowerPoint, Analysis, Financial Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2015
Northeastern University 2010 — 2015
Michael Lasky Michael Lasky's Wellington Management Experience January 2005 - June 2005
Job MBA/M.Sc. in Finance at D'AmoreMcKim School of Business, Northeastern University Seeking Opportunities
Industry Financial Services
Experience
CIFC Asset Management June 2013 - June 2014
State Street September 2010 - August 2012
State Street June 2007 - September 2010
State Street January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Bloomberg, Financial Services, Financial Analysis, Financial Modeling, Equity Research, Credit Analysis, Microsoft Excel, Management, Fixed Income, Finance, Investments, Customer Service, Microsoft Word, Equities, Global Custody, Microsoft Office, credit risk, PowerPoint, Research, Analysis, Data Analysis, Portfolio Management, Mutual Funds, Social Media
Education
Northeastern University 2012 — 2015
MBA/MSF, Investments and Securities
Northeastern University 2002 — 2007
BSBA, Accounting and Finance
CIFC Asset Management June 2013 - June 2014
State Street September 2010 - August 2012
State Street June 2007 - September 2010
State Street January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Bloomberg, Financial Services, Financial Analysis, Financial Modeling, Equity Research, Credit Analysis, Microsoft Excel, Management, Fixed Income, Finance, Investments, Customer Service, Microsoft Word, Equities, Global Custody, Microsoft Office, credit risk, PowerPoint, Research, Analysis, Data Analysis, Portfolio Management, Mutual Funds, Social Media
Education
Northeastern University 2012 — 2015
MBA/MSF, Investments and Securities
Northeastern University 2002 — 2007
BSBA, Accounting and Finance
Mark Sulham Mark Sulham's Wellington Management Experience 2013 - 2014
Job Business Development and Account Management
Industry Marketing and Advertising
Experience
MaxMind 2014 - Present
Wellington Management 2013 - 2014
NuoDB 2011 - 2012
IANS 2008 - 2011
City Homes Associates Ltd. 2005 - 2008
Skills
Account Management, Strategic Partnerships, Salesforce.com, Sales, Lead Generation, Cold Calling, Marketing, New Business Development, SaaS, Marketing Communications, Project Management, Sales Process, Negotiation, Market Research, Strategic Planning, Business Networking
Education
Northeastern University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor's Degree, Communication
MaxMind 2014 - Present
Wellington Management 2013 - 2014
NuoDB 2011 - 2012
IANS 2008 - 2011
City Homes Associates Ltd. 2005 - 2008
Skills
Account Management, Strategic Partnerships, Salesforce.com, Sales, Lead Generation, Cold Calling, Marketing, New Business Development, SaaS, Marketing Communications, Project Management, Sales Process, Negotiation, Market Research, Strategic Planning, Business Networking
Education
Northeastern University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor's Degree, Communication
Tim Gaudette Tim Gaudette's Wellington Management Experience October 2004 - March 2005
Job Fixed Income Business Analyst
Industry Financial Services
Experience
Fidelity Investments July 2011 - June 2013
Bain Capital, LLC September 2008 - July 2011
Putnam Investments 2005 - 2008
Wellington Management October 2004 - March 2005
State Street Global Advisors February 1999 - April 2004
Fidelity Investments September 1996 - February 1999
Skills
Fixed Income, Asset Management, Business Analysis, Valuation, Asset Managment, Portfolio Management
Education
Northeastern University
Master's degree
University of Maine
Bachelor of Science (BS)
Fidelity Investments July 2011 - June 2013
Bain Capital, LLC September 2008 - July 2011
Putnam Investments 2005 - 2008
Wellington Management October 2004 - March 2005
State Street Global Advisors February 1999 - April 2004
Fidelity Investments September 1996 - February 1999
Skills
Fixed Income, Asset Management, Business Analysis, Valuation, Asset Managment, Portfolio Management
Education
Northeastern University
Master's degree
University of Maine
Bachelor of Science (BS)
Jarryd Killian Jarryd Killian's Wellington Management Experience January 2014 - July 2014
Job Undergraduate student at Northeastern University
Industry Financial Services
Experience
Provident Healthcare Partners January 2015 - August 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Windows, Accounting, Financial Analysis
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business (Finance) and Economics
Provident Healthcare Partners January 2015 - August 2015
Wellington Management January 2014 - July 2014
MFS Investment Management January 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Windows, Accounting, Financial Analysis
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business (Finance) and Economics
Gabriel Gaggioni Gabriel Gaggioni's Wellington Management Experience June 2010 - January 2011
Job Global Structured Finance Analyst at Citi
Industry Investment Banking
Experience
Citi December 2014 - Present
Scotiabank Global Banking and Markets June 2013 - October 2014
Scotiabank Global Banking and Markets July 2012 - December 2012
Goldman Sachs Agency Lending June 2011 - December 2011
Wellington Management June 2010 - January 2011
Susan G. Komen for the Cure October 2006 - October 2008
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree, Business Administration; Finance and Management Information Systems
Seton Hall Preparatory School 2004 — 2008
Citi December 2014 - Present
Scotiabank Global Banking and Markets June 2013 - October 2014
Scotiabank Global Banking and Markets July 2012 - December 2012
Goldman Sachs Agency Lending June 2011 - December 2011
Wellington Management June 2010 - January 2011
Susan G. Komen for the Cure October 2006 - October 2008
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree, Business Administration; Finance and Management Information Systems
Seton Hall Preparatory School 2004 — 2008
Scott Novitski Scott Novitski's Wellington Management Experience August 2010 - January 2013
Job Principal Financial Analyst at EMC
Industry Information Technology and Services
Experience
EMC January 2013 - Present
Wellington Management August 2010 - January 2013
Goldman Sachs July 2007 - August 2010
Merrill Lynch January 2006 - June 2006
Skills
Securities Lending, Financial Reporting, Metrics Reporting, Tableau, Crystal Reports, Equities, Management, Finance, Alternative Investments, Financial Services, Business Analysis, Mutual Funds, Trading Systems, Trading
Education
Northeastern University
Bachelors, Finance, Management
EMC January 2013 - Present
Wellington Management August 2010 - January 2013
Goldman Sachs July 2007 - August 2010
Merrill Lynch January 2006 - June 2006
Skills
Securities Lending, Financial Reporting, Metrics Reporting, Tableau, Crystal Reports, Equities, Management, Finance, Alternative Investments, Financial Services, Business Analysis, Mutual Funds, Trading Systems, Trading
Education
Northeastern University
Bachelors, Finance, Management
Jessica Libby Jessica Libby's Wellington Management Experience April 2014 - Present
Job Attorney at Jessica L. Libby Attorney at Law
Industry Legal Services
Experience
Wellington Management April 2014 - Present
Jessica L. Libby Attorney at Law April 2014 - Present
Wellington Management October 2011 - April 2014
Fidelity Investments March 2010 - October 2011
Division of Capital Asset Management Office of the General Counsel February 2009 - March 2010
DCAM February 2008 - February 2009
Fidelity Investments December 2006 - January 2008
New England School of Law January 2006 - May 2006
Allegro May 2005 - May 2006
Catholic Charities May 2005 - August 2005
Skills
Legal Research, Research, Analysis, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Corporate Law, Due Diligence, Leadership, Financial Analysis, Mutual Funds, Management, Editing
Education
New England School of Law 2003 — 2006
JD
University of Maine 1998 — 1999
Master, Business Administration
Stonehill College 1994 — 1998
Bachelor of Science, Business Administration
Wellington Management April 2014 - Present
Jessica L. Libby Attorney at Law April 2014 - Present
Wellington Management October 2011 - April 2014
Fidelity Investments March 2010 - October 2011
Division of Capital Asset Management Office of the General Counsel February 2009 - March 2010
DCAM February 2008 - February 2009
Fidelity Investments December 2006 - January 2008
New England School of Law January 2006 - May 2006
Allegro May 2005 - May 2006
Catholic Charities May 2005 - August 2005
Skills
Legal Research, Research, Analysis, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Corporate Law, Due Diligence, Leadership, Financial Analysis, Mutual Funds, Management, Editing
Education
New England School of Law 2003 — 2006
JD
University of Maine 1998 — 1999
Master, Business Administration
Stonehill College 1994 — 1998
Bachelor of Science, Business Administration
Rachael Langevin Rachael Langevin's Wellington Management Experience July 2007 - January 2008
Job Senior Sales Compensation Analyst at Houghton Mifflin Harcourt
Industry Publishing
Experience
Houghton Mifflin Harcourt September 2014 - Present
Sapient November 2013 - September 2014
Houghton Mifflin Harcourt December 2012 - November 2013
Houghton Mifflin July 2009 - December 2012
The Boston Consulting Group July 2008 - January 2009
Wellington Management July 2007 - January 2008
Skills
Accounting, Financial Analysis, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Microsoft Office, Accounts Payable, PowerPoint, Finance
Education
Northeastern University 2005 — 2010
Bachelors, Accounting
Houghton Mifflin Harcourt September 2014 - Present
Sapient November 2013 - September 2014
Houghton Mifflin Harcourt December 2012 - November 2013
Houghton Mifflin July 2009 - December 2012
The Boston Consulting Group July 2008 - January 2009
Wellington Management July 2007 - January 2008
Skills
Accounting, Financial Analysis, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Microsoft Office, Accounts Payable, PowerPoint, Finance
Education
Northeastern University 2005 — 2010
Bachelors, Accounting
Paris Meng Deng Paris Meng Deng's Wellington Management Experience May 2014 - Present
Job Graduate Intern at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2014 - Present
Deloitte Consulting August 2012 - July 2013
Deloitte Consulting July 2010 - July 2012
Deloitte Tax LLP October 2009 - July 2010
Skills
Talent Management, Training, Strategy, Data Analysis, Instructional Design, Human Capital, Change Management
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Mount Holyoke College 2005 — 2009
BA, Economics and Statistics
Wellington Management May 2014 - Present
Deloitte Consulting August 2012 - July 2013
Deloitte Consulting July 2010 - July 2012
Deloitte Tax LLP October 2009 - July 2010
Skills
Talent Management, Training, Strategy, Data Analysis, Instructional Design, Human Capital, Change Management
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Mount Holyoke College 2005 — 2009
BA, Economics and Statistics
Todd K French Todd K French's Wellington Management Experience June 2005 - December 2005
Job Financial Analyst / Senior Accountant
Industry Financial Services
Experience
onTargetjobs September 2009 - March 2012
Digicomm International September 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Brown Brothers Harriman July 2006 - June 2007
Wellington Management June 2005 - December 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Marketing, Social Media, Social Media Marketing, Management, Finance, Accounts Receivable, Salesforce.com, Accounts Payable, Financial Modeling, Forecasting, PowerPoint, Internal Controls, Account Management, Financial Accounting, Microsoft Word, Strategic Partnerships, Bloomberg
Education
Northeastern University 2002 — 2007
BS, Accounting, Finance
ThunderRidge High School 1998 — 2002
High School Diploma
onTargetjobs September 2009 - March 2012
Digicomm International September 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Brown Brothers Harriman July 2006 - June 2007
Wellington Management June 2005 - December 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Marketing, Social Media, Social Media Marketing, Management, Finance, Accounts Receivable, Salesforce.com, Accounts Payable, Financial Modeling, Forecasting, PowerPoint, Internal Controls, Account Management, Financial Accounting, Microsoft Word, Strategic Partnerships, Bloomberg
Education
Northeastern University 2002 — 2007
BS, Accounting, Finance
ThunderRidge High School 1998 — 2002
High School Diploma
Drew Golda Drew Golda's Wellington Management Experience July 2010 - Present
Job Investor Client Applications Technology Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Northeastern University September 2009 - June 2010
Northeastern University August 2009 - May 2010
The Boston Consulting Group July 2009 - January 2010
Flagship Ventures June 2008 - August 2008
John Hancock Wealth Management Group July 2007 - December 2007
Education
Northeastern University 2006 — 2010
Bachelor of Science Degree
University of Delaware 2005 — 2006
Bachelor of Science Degree
Wellington Management July 2010 - Present
Northeastern University September 2009 - June 2010
Northeastern University August 2009 - May 2010
The Boston Consulting Group July 2009 - January 2010
Flagship Ventures June 2008 - August 2008
John Hancock Wealth Management Group July 2007 - December 2007
Education
Northeastern University 2006 — 2010
Bachelor of Science Degree
University of Delaware 2005 — 2006
Bachelor of Science Degree
Chris Kiely, CLU, CFA Chris Kiely, CLU, CFA's Wellington Management Experience June 2014 - Present
Job Equity Portfolio Coodinator at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2014 - Present
Wellington Management November 2011 - June 2014
Northwestern Mutual May 2009 - November 2011
Wellington Management September 2008 - April 2009
Goldman Sachs June 2008 - August 2008
Goldman Sachs January 2008 - May 2008
Wellington Management January 2007 - December 2007
Hellman, Jordan Management Company, LLC January 2006 - June 2006
Skills
Equities, Derivatives, Trading, Options, Interest Rate Swaps, Finance, Investments, Financial Analysis, Credit Derivatives, Equity Derivatives
Education
Northeastern University 2004 — 2009
BSBA, Finance/Management/Economics
Bedford High School 2000 — 2004
Wellington Management June 2014 - Present
Wellington Management November 2011 - June 2014
Northwestern Mutual May 2009 - November 2011
Wellington Management September 2008 - April 2009
Goldman Sachs June 2008 - August 2008
Goldman Sachs January 2008 - May 2008
Wellington Management January 2007 - December 2007
Hellman, Jordan Management Company, LLC January 2006 - June 2006
Skills
Equities, Derivatives, Trading, Options, Interest Rate Swaps, Finance, Investments, Financial Analysis, Credit Derivatives, Equity Derivatives
Education
Northeastern University 2004 — 2009
BSBA, Finance/Management/Economics
Bedford High School 2000 — 2004
Heather Schemmer Heather Schemmer's Wellington Management Experience February 2009 - February 2011
Job Business Analyst at SunGard
Industry Financial Services
Experience
SunGard June 2014 - Present
State Street July 2011 - June 2014
Wellington Management February 2009 - February 2011
Wellington Management December 2005 - February 2009
Wellington Management February 2004 - December 2005
State Street November 1999 - October 2003
State Street April 1998 - November 1999
State Street January 1997 - April 1998
Skills
Financial Reporting, Bloomberg, Fund Accounting, Accounting, Banking, Equities, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds, Customer Service, Management, Microsoft Excel, Fixed Income, Auditing, Financial Services
Education
Missouri Western State University 1993 — 1996
Bachelor of Science (BS), Business Administration, Accounting Emphasis
SunGard June 2014 - Present
State Street July 2011 - June 2014
Wellington Management February 2009 - February 2011
Wellington Management December 2005 - February 2009
Wellington Management February 2004 - December 2005
State Street November 1999 - October 2003
State Street April 1998 - November 1999
State Street January 1997 - April 1998
Skills
Financial Reporting, Bloomberg, Fund Accounting, Accounting, Banking, Equities, Mutual Funds, Asset Management, Portfolio Management, Hedge Funds, Customer Service, Management, Microsoft Excel, Fixed Income, Auditing, Financial Services
Education
Missouri Western State University 1993 — 1996
Bachelor of Science (BS), Business Administration, Accounting Emphasis
Ning Xie Ning Xie's Wellington Management Experience April 2015 - Present
Job Technology Associate at Wellington Management
Industry Computer Software
Experience
Wellington Management April 2015 - Present
Mount Holyoke College January 2013 - Present
MassDiGI May 2014 - August 2014
Mount Holyoke College January 2013 - January 2013
Sunac Holdings China July 2012 - August 2012
Skills
AngularJS, HTML5, Spring MVC, AccuRev, Java, C#, Unity3D, Programming, Game Development, Perforce, C++, Computer Science, OpenGL, Chinese, Korean
Education
Mount Holyoke College 2011 — 2015
Bachelor of Arts (BA), Computer Science
Aquincum Institute of Technology, Budapest, Hungary 2013 — 2013
Junior Year Study Abroad, Computer Science
National Junior College of Singapore (high school) 2009 — 2010
GCE A Levels
Wellington Management April 2015 - Present
Mount Holyoke College January 2013 - Present
MassDiGI May 2014 - August 2014
Mount Holyoke College January 2013 - January 2013
Sunac Holdings China July 2012 - August 2012
Skills
AngularJS, HTML5, Spring MVC, AccuRev, Java, C#, Unity3D, Programming, Game Development, Perforce, C++, Computer Science, OpenGL, Chinese, Korean
Education
Mount Holyoke College 2011 — 2015
Bachelor of Arts (BA), Computer Science
Aquincum Institute of Technology, Budapest, Hungary 2013 — 2013
Junior Year Study Abroad, Computer Science
National Junior College of Singapore (high school) 2009 — 2010
GCE A Levels
Debangshu K. Ganguly, PMP's Wellington Management Experience October 2011 - Present
Job Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Plymouth Rock Assurance March 2008 - October 2011
Arbella Insurance Group May 2006 - March 2008
State Street Corporation June 2000 - May 2006
Skills
SDLC, Requirements Analysis, SOA, Agile Methodologies, Oracle, SQL, PL/SQL, Spring, Java Enterprise Edition, Software Project..., Requirements Gathering, Web Applications, Java, Software Development, Quality Assurance, Spring Framework, Business Analysis
Education
Northeastern University 1999 — 2001
Master of Science, Information Systems
University of Calcutta 1994 — 1998
Bachelor of Technology, Textile Technology
South Point High School 1979 — 1993
Higher Secondary, Science
Wellington Management October 2011 - Present
Plymouth Rock Assurance March 2008 - October 2011
Arbella Insurance Group May 2006 - March 2008
State Street Corporation June 2000 - May 2006
Skills
SDLC, Requirements Analysis, SOA, Agile Methodologies, Oracle, SQL, PL/SQL, Spring, Java Enterprise Edition, Software Project..., Requirements Gathering, Web Applications, Java, Software Development, Quality Assurance, Spring Framework, Business Analysis
Education
Northeastern University 1999 — 2001
Master of Science, Information Systems
University of Calcutta 1994 — 1998
Bachelor of Technology, Textile Technology
South Point High School 1979 — 1993
Higher Secondary, Science
Leonid Gross's Wellington Management Experience November 2005 - March 2013
Job
Industry Computer Software
Experience
Wellington Management November 2005 - March 2013
John Hancock Financial Services June 2002 - November 2005
Gillette March 1996 - July 2002
BMC Software 1998 - 2002
BGS Systems March 1983 - March 1996
BGS Systems (acquired by BMC Software) 1983 - 1996
Skills
Capacity Planning, Application Performance..., Performance Tuning, Unix, Oracle, Systems Management, IT Strategy, Enterprise Software, Architectures, Virtualization, Architecture, Databases, High Availability, Software Development, Solution Architecture, Solaris, SOA, Integration, Business Intelligence, Storage, AIX
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1969 — 1972
Ph.D.
Национальный Исследовательский Ядерный Университет «МИФИ» (бывший Московский Инженерно-Физический Институт) 1962 — 1972
Doctor of Philosophy (Ph.D.)
Wellington Management November 2005 - March 2013
John Hancock Financial Services June 2002 - November 2005
Gillette March 1996 - July 2002
BMC Software 1998 - 2002
BGS Systems March 1983 - March 1996
BGS Systems (acquired by BMC Software) 1983 - 1996
Skills
Capacity Planning, Application Performance..., Performance Tuning, Unix, Oracle, Systems Management, IT Strategy, Enterprise Software, Architectures, Virtualization, Architecture, Databases, High Availability, Software Development, Solution Architecture, Solaris, SOA, Integration, Business Intelligence, Storage, AIX
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1969 — 1972
Ph.D.
Национальный Исследовательский Ядерный Университет «МИФИ» (бывший Московский Инженерно-Физический Институт) 1962 — 1972
Doctor of Philosophy (Ph.D.)
Venky Neelee's Wellington Management Experience July 2006 - October 2008
Job
Industry Capital Markets
Experience
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
OppenheimerFunds March 2012 - Present
Oppenheimer Funds Inc. March 2012 - Present
BSQ Analysts Inc September 2010 - Present
Dexia Credit Local October 2011 - February 2012
Hansoft Inc July 2006 - August 2010
Advent 2010 - 2010
Wellington Management July 2006 - October 2008
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Gathering, Integration, Fixed Income, Analysis, Requirements Analysis, Management, Portfolio Management, Markit EDM certified...
Education
BHARATIYA VIDYA BHAVAN 1996 — 1997
PGDPR, Public Relations
ICBM 1995 — 1997
MBA, Marketing, Advertising
BHARATIYA VIDYA BHAVAN 1995 — 1996
PGDAM, Marketing & Advertising
National Institute of Information Technology 1992 — 1995
ADSM, Software Programming
Denise Dickenson's Wellington Management Experience April 1999 - November 2000
Job Value delivery through Scrum
Industry Information Technology and Services
Experience
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
Gregory Person's Wellington Management Experience 2001 - 2001
Job Vice President, Global Presales and Strategic Value at Kyriba
Industry Information Technology and Services
Experience
Kyriba June 2014 - Present
Boston Scientific June 2013 - June 2014
Boston Scientific January 2012 - June 2013
Wall Street Systems April 2007 - October 2011
Boston Scientific Corp 2005 - 2007
EMC Corporation 2003 - 2005
Microsoft 2002 - 2002
Wellington Management 2001 - 2001
State Street 1999 - 2000
Skills
Treasury Management, Cash Flow Forecasting, Cash Flow, Treasury, Cash Management, Finance, Back Office, Management, Payments, Forecasting, Investments, Financial Markets, FX Options, Banking, Strategy, Derivatives, SWIFT payments, Liquidity Management, Analysis, Financial Risk, Analytics, Corporate Finance, Treasury Services, Financial Modeling, Risk Management, Capital Markets, Variance Analysis, Financial Analysis, Financial Services, Technology Management, Technological Innovation
Education
Northeastern University
Finance and Philosophy
Kyriba June 2014 - Present
Boston Scientific June 2013 - June 2014
Boston Scientific January 2012 - June 2013
Wall Street Systems April 2007 - October 2011
Boston Scientific Corp 2005 - 2007
EMC Corporation 2003 - 2005
Microsoft 2002 - 2002
Wellington Management 2001 - 2001
State Street 1999 - 2000
Skills
Treasury Management, Cash Flow Forecasting, Cash Flow, Treasury, Cash Management, Finance, Back Office, Management, Payments, Forecasting, Investments, Financial Markets, FX Options, Banking, Strategy, Derivatives, SWIFT payments, Liquidity Management, Analysis, Financial Risk, Analytics, Corporate Finance, Treasury Services, Financial Modeling, Risk Management, Capital Markets, Variance Analysis, Financial Analysis, Financial Services, Technology Management, Technological Innovation
Education
Northeastern University
Finance and Philosophy
Meghan O'Brien's Wellington Management Experience January 2006 - June 2006
Job Manager, Deals Valuation at PwC
Industry Financial Services
Experience
PwC September 2012 - Present
Appraisal Economics Inc April 2011 - August 2012
London Economics International LLC August 2010 - March 2011
BDO Valuation Advisors, LLC June 2008 - July 2010
State Street Bank February 2007 - August 2007
Wellington Management January 2006 - June 2006
Skills
Valuation, Financial Modeling, Asset, Economics, Energy
Education
Northeastern University 2003 — 2008
BSIB, International Business (French & Finance)
Reims Management School 2006 — 2007
International Partnership of Business Schools
PwC September 2012 - Present
Appraisal Economics Inc April 2011 - August 2012
London Economics International LLC August 2010 - March 2011
BDO Valuation Advisors, LLC June 2008 - July 2010
State Street Bank February 2007 - August 2007
Wellington Management January 2006 - June 2006
Skills
Valuation, Financial Modeling, Asset, Economics, Energy
Education
Northeastern University 2003 — 2008
BSIB, International Business (French & Finance)
Reims Management School 2006 — 2007
International Partnership of Business Schools
Will Parker, CFA's Wellington Management Experience 2000 - 2005
Job Principal at Trammell Crow Company
Industry Commercial Real Estate
Experience
Trammell Crow Company January 2015 - Present
Trammell Crow Company August 2012 - January 2015
Trammell Crow Company April 2009 - August 2012
Trammell Crow Company July 2007 - March 2009
Trammell Crow Company June 2006 - August 2006
Wellington Management 2000 - 2005
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Middlebury College 1996 — 2000
BA, Economics, Spanish
Trammell Crow Company January 2015 - Present
Trammell Crow Company August 2012 - January 2015
Trammell Crow Company April 2009 - August 2012
Trammell Crow Company July 2007 - March 2009
Trammell Crow Company June 2006 - August 2006
Wellington Management 2000 - 2005
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Middlebury College 1996 — 2000
BA, Economics, Spanish
Preeti Russell's Wellington Management Experience June 2005 - February 2007
Job Associate
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
James Houghtlin's Wellington Management Experience March 2014 - Present
Job Vice President, Regulatory Compliance Manager at Wellington Management
Industry Legal Services
Experience
Wellington Management March 2014 - Present
Bain Capital January 2010 - March 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 2007 - September 2008
JP Morgan Chase May 2003 - May 2007
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Private Equity, Corporate Governance, Capital Markets, Equities, FINRA, Mergers & Acquisitions, Alternative Investments, Series 7, Asset Management, Fixed Income, Investments
Education
Fordham Law School 1999 — 2002
JD
Middlebury College 1993 — 1997
BA
Wellington Management March 2014 - Present
Bain Capital January 2010 - March 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 2007 - September 2008
JP Morgan Chase May 2003 - May 2007
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Private Equity, Corporate Governance, Capital Markets, Equities, FINRA, Mergers & Acquisitions, Alternative Investments, Series 7, Asset Management, Fixed Income, Investments
Education
Fordham Law School 1999 — 2002
JD
Middlebury College 1993 — 1997
BA
Fatima Penrose's Wellington Management Experience May 2009 - Present
Job Vice President, Human Resources at Wellington Management
Industry Human Resources
Experience
Wellington Management May 2009 - Present
Fidelity Investments July 1996 - July 2006
United Technologies 1990 - 1996
Otis Elevator Company 1990 - 1996
Bank of Boston June 1985 - July 1988
bank of boston 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Organizational Behavior
Mount Holyoke College 1981 — 1985
1985, International Relations
Williston-Northampton School 1976 — 1981
High School
Wellington Management May 2009 - Present
Fidelity Investments July 1996 - July 2006
United Technologies 1990 - 1996
Otis Elevator Company 1990 - 1996
Bank of Boston June 1985 - July 1988
bank of boston 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Organizational Behavior
Mount Holyoke College 1981 — 1985
1985, International Relations
Williston-Northampton School 1976 — 1981
High School
Husein Mehic's Wellington Management Experience 2002 - 2003
Job Banco Santander
Industry Financial Services
Experience
Banco Santander July 2015 - Present
State Street May 2007 - July 2015
US Trust 2005 - 2007
Bain Capital 2005 - 2005
Wellington Management 2002 - 2003
Skills
Fixed Income, Bloomberg, Equities, Securities, Derivatives, Finance, Financial Analysis, Credit, Capital Markets, Financial Services, Investments, Corporate Finance, IFRS, US GAAP, Accounting, Treasury Management, Financial Reporting
Education
NEOMA Business School
Northeastern University
Banco Santander July 2015 - Present
State Street May 2007 - July 2015
US Trust 2005 - 2007
Bain Capital 2005 - 2005
Wellington Management 2002 - 2003
Skills
Fixed Income, Bloomberg, Equities, Securities, Derivatives, Finance, Financial Analysis, Credit, Capital Markets, Financial Services, Investments, Corporate Finance, IFRS, US GAAP, Accounting, Treasury Management, Financial Reporting
Education
NEOMA Business School
Northeastern University
Gomathi Anandan's Wellington Management Experience February 2013 - July 2014
Job Program Management at RedHat
Industry Computer Software
Experience
Red Hat July 2014 - Present
Wellington Management February 2013 - July 2014
Sapient Global Markets August 2012 - July 2014
Fidelity Investments August 2012 - December 2012
APC September 2007 - August 2012
APC March 2005 - August 2007
APC by Schneider Electric October 2002 - March 2005
Skills
Agile Methodologies, Testing, Software Project..., Software Development, Test Automation, Scrum, Embedded Systems, Requirements Analysis, Integration, Software Quality..., Test Planning, Java, SDLC, Software Engineering
Education
University of Rhode Island 2005 — 2007
MBA, Marketing & Entrepreneurship
Mississippi State University 2000 — 2002
MS, Computer Engineering
University of Madras 1995 — 1999
BE, Electrical & Electronics Engineering
SRM University
SRM University
Red Hat July 2014 - Present
Wellington Management February 2013 - July 2014
Sapient Global Markets August 2012 - July 2014
Fidelity Investments August 2012 - December 2012
APC September 2007 - August 2012
APC March 2005 - August 2007
APC by Schneider Electric October 2002 - March 2005
Skills
Agile Methodologies, Testing, Software Project..., Software Development, Test Automation, Scrum, Embedded Systems, Requirements Analysis, Integration, Software Quality..., Test Planning, Java, SDLC, Software Engineering
Education
University of Rhode Island 2005 — 2007
MBA, Marketing & Entrepreneurship
Mississippi State University 2000 — 2002
MS, Computer Engineering
University of Madras 1995 — 1999
BE, Electrical & Electronics Engineering
SRM University
SRM University
Brendan Dougherty's Wellington Management Experience January 2006 - July 2006
Job Portfolio Accountant at Bogle Investment Management
Industry Financial Services
Experience
Bogle Investment Management December 2009 - Present
Third Rock Ventures February 2008 - July 2008
RINET Company, LLC January 2007 - December 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Bachelor's, Finance and Insurance, Accounting
Bogle Investment Management December 2009 - Present
Third Rock Ventures February 2008 - July 2008
RINET Company, LLC January 2007 - December 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Bachelor's, Finance and Insurance, Accounting
Rob Harris, Esq.'s Wellington Management Experience May 2005 - May 2008
Job Financial Services Counsel / Business & Risk Adviser Across Multiple Practice Areas/Disciplines
Industry Legal Services
Experience
Fidelity Investments March 2009 - Present
Wellington Management May 2005 - May 2008
LPL Financial September 2004 - April 2005
Finneran & Nicholson, PC June 1999 - September 2003
Liberty Mutual May 1995 - May 1999
Skills
Securities, Securities Regulation, Risk Management, Intellectual Property, Licensing, Corporate Law, Litigation, Due Diligence, Start-ups, Mediation, Governance, Financial Risk, Finance, Dispute Resolution, Vendor Management, Portfolio Management, Strategy, Corporate Governance, Mergers & Acquisitions, Private Equity, Asset Management
Education
New England Law Boston
JD, Law
Rutgers University-New Brunswick
BA, English
Fidelity Investments March 2009 - Present
Wellington Management May 2005 - May 2008
LPL Financial September 2004 - April 2005
Finneran & Nicholson, PC June 1999 - September 2003
Liberty Mutual May 1995 - May 1999
Skills
Securities, Securities Regulation, Risk Management, Intellectual Property, Licensing, Corporate Law, Litigation, Due Diligence, Start-ups, Mediation, Governance, Financial Risk, Finance, Dispute Resolution, Vendor Management, Portfolio Management, Strategy, Corporate Governance, Mergers & Acquisitions, Private Equity, Asset Management
Education
New England Law Boston
JD, Law
Rutgers University-New Brunswick
BA, English
Sue Cote, CFA's Wellington Management Experience March 2007 - December 2008
Job Vice President, Operational Risk Management at Fidelity Management & Research Company
Industry Investment Management
Experience
Fidelity Management & Research Company August 2010 - Present
Wellington Management March 2007 - December 2008
Wellington Management September 2006 - March 2007
Deutsche Asset Management April 2002 - September 2006
Education
Mount Holyoke College 1980 — 1983
A.B., Economics and Mathematics
Fidelity Management & Research Company August 2010 - Present
Wellington Management March 2007 - December 2008
Wellington Management September 2006 - March 2007
Deutsche Asset Management April 2002 - September 2006
Education
Mount Holyoke College 1980 — 1983
A.B., Economics and Mathematics
Jane Kirkman's Wellington Management Experience June 1997 - December 2008
Job Senior Technical Writer
Industry Computer Software
Experience
Derivix Corporation March 2009 - September 2010
Wellington Management June 1997 - December 2008
Fidelity Investments May 1995 - May 1997
Digital Equipment Corporation April 1986 - January 1994
Skills
Online Help, MadCap Flare, FrameMaker, Visio, SharePoint, DITA, Agile Methodologies, Information Architecture, Project Management, Content Management, HTML, Databases, XML
Education
Northeastern University 1984 — 1986
MTPW, Technical and Professional Writing
Simmons College 1976 — 1977
MLS, Library and Information Science
University of Massachusetts, Amherst 1966 — 1970
BA, History; minor in Education
Derivix Corporation March 2009 - September 2010
Wellington Management June 1997 - December 2008
Fidelity Investments May 1995 - May 1997
Digital Equipment Corporation April 1986 - January 1994
Skills
Online Help, MadCap Flare, FrameMaker, Visio, SharePoint, DITA, Agile Methodologies, Information Architecture, Project Management, Content Management, HTML, Databases, XML
Education
Northeastern University 1984 — 1986
MTPW, Technical and Professional Writing
Simmons College 1976 — 1977
MLS, Library and Information Science
University of Massachusetts, Amherst 1966 — 1970
BA, History; minor in Education
Matthew Winn, CFA, CAIA's Wellington Management Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Wellington Management March 2014 - January 2015
Wellington Management January 2010 - March 2014
Wellington Management June 2009 - January 2010
Wellington Management July 2008 - January 2009
MBTA Transit Police January 2007 - July 2007
Skills
Hedge Funds, Equities, Research, Mutual Funds, Marketing, Marketing Strategy, Microsoft Office, Asset Management, Investments, Bloomberg, Financial Analysis, Financial Modeling, Trading
Education
Northeastern University 2005 — 2010
Bachelor of Science Business Administration (BSBA), Finance
Wellington Management January 2015 - Present
Wellington Management March 2014 - January 2015
Wellington Management January 2010 - March 2014
Wellington Management June 2009 - January 2010
Wellington Management July 2008 - January 2009
MBTA Transit Police January 2007 - July 2007
Skills
Hedge Funds, Equities, Research, Mutual Funds, Marketing, Marketing Strategy, Microsoft Office, Asset Management, Investments, Bloomberg, Financial Analysis, Financial Modeling, Trading
Education
Northeastern University 2005 — 2010
Bachelor of Science Business Administration (BSBA), Finance
Dan Dodge's Wellington Management Experience 1998 - 2007
Job Managing Director, Head Trader at Columbus Circle Investors
Industry Financial Services
Experience
Columbus Circle 2007 - Present
Wellington Management 1998 - 2007
Education
Nichols College 1988 — 1992
Accounting
Columbus Circle 2007 - Present
Wellington Management 1998 - 2007
Education
Nichols College 1988 — 1992
Accounting
Georgiy Smilyanski's Wellington Management Experience August 2015 - Present
Job Lead System Engineer at Wellington Management
Industry Computer Software
Experience
Wellington Management August 2015 - Present
Wachusett Mountain Race Team November 2005 - Present
Brainshark February 2012 - July 2015
One to One Interactive August 2007 - February 2012
Bluestreak March 2006 - July 2007
Getronics March 2005 - March 2006
Skills
Data Center, VMware, CCNA, RHCT, SAN, Linux, Windows, System Administration, Servers, Active Directory, DNS, Windows Server, Network Administration, IIS, Virtualization
Education
National Aerospace University -'Kharkiv Aviation Institute' 1989 — 1995
Master’s Degree, Automatic Control Systems, Cum Laude
Wellington Management August 2015 - Present
Wachusett Mountain Race Team November 2005 - Present
Brainshark February 2012 - July 2015
One to One Interactive August 2007 - February 2012
Bluestreak March 2006 - July 2007
Getronics March 2005 - March 2006
Skills
Data Center, VMware, CCNA, RHCT, SAN, Linux, Windows, System Administration, Servers, Active Directory, DNS, Windows Server, Network Administration, IIS, Virtualization
Education
National Aerospace University -'Kharkiv Aviation Institute' 1989 — 1995
Master’s Degree, Automatic Control Systems, Cum Laude
Greer Collins Amaru's Wellington Management Experience April 2012 - Present
Job GIR Administrative Assistant
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Dynamics Research Corporation October 2010 - April 2012
Phoenix Exposition Services March 2009 - March 2010
Doghouse Records August 2009 - January 2010
Education
Roger Williams University 2005 — 2010
Bachelor's of Arts and Sciences, Anthropology/Sociology, Graphic Design Communications
Monmouth University 2009 — 2009
Sociology
Wellington Management April 2012 - Present
Dynamics Research Corporation October 2010 - April 2012
Phoenix Exposition Services March 2009 - March 2010
Doghouse Records August 2009 - January 2010
Education
Roger Williams University 2005 — 2010
Bachelor's of Arts and Sciences, Anthropology/Sociology, Graphic Design Communications
Monmouth University 2009 — 2009
Sociology
Katy Burke's Wellington Management Experience January 1999 - April 2006
Job Vice President and Counsel at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance Management May 2006 - Present
Wellington Management January 1999 - April 2006
Zurich Scudder Investments 1992 - 1999
Education
New England Law Boston 1993 — 1997
JD
Saint Michael's College 1985 — 1989
BA, Business Administration
Eaton Vance Management May 2006 - Present
Wellington Management January 1999 - April 2006
Zurich Scudder Investments 1992 - 1999
Education
New England Law Boston 1993 — 1997
JD
Saint Michael's College 1985 — 1989
BA, Business Administration
Marc Butler's Wellington Management Experience September 1996 - May 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Valmarc Corporation April 2011 - Present
Wellington Management September 1996 - May 2009
Analog Devices February 1991 - September 1996
Unitrode Semiconductor 1988 - 1990
Education
Michigan State University 1965 — 1970
BS, Physics, Computer Science, Economics, Anthropology
Sanford High School 1961 — 1965
Valmarc Corporation April 2011 - Present
Wellington Management September 1996 - May 2009
Analog Devices February 1991 - September 1996
Unitrode Semiconductor 1988 - 1990
Education
Michigan State University 1965 — 1970
BS, Physics, Computer Science, Economics, Anthropology
Sanford High School 1961 — 1965
Karen Canisius's Wellington Management Experience April 2010 - Present
Job Vice President and Counsel at Wellington Management Company, LLP
Industry Law Practice
Experience
Wellington Management April 2010 - Present
Goldman Sachs May 2006 - January 2009
Davis Polk & Wardwell September 2002 - April 2006
Davis Polk & Wardwell July 1997 - July 1999
Education
New York University School of Law 1999 — 2002
JD
The Johns Hopkins University 1993 — 1997
BA
Wellington Management April 2010 - Present
Goldman Sachs May 2006 - January 2009
Davis Polk & Wardwell September 2002 - April 2006
Davis Polk & Wardwell July 1997 - July 1999
Education
New York University School of Law 1999 — 2002
JD
The Johns Hopkins University 1993 — 1997
BA
Pratibha Shettigar's Wellington Management Experience November 2012 - February 2014
Job Senior Associate Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions February 2014 - Present
Wellington Management November 2012 - February 2014
Wipro Technologies July 2009 - February 2014
Putnam Investments July 2009 - November 2010
Wipro Technologies August 2008 - July 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Informatica, Shell Scripting, Data Warehousing, Autosys, Unix, Oracle SQL, SQL, Databases, SDLC, ETL, Business Intelligence, Data Migration, Testing, DB2
Education
National Institute of Technology Surat 2001 — 2005
B.E, Electrical
Seventh Day Adventist, Surat 1986 — 2001
Cognizant Technology Solutions February 2014 - Present
Wellington Management November 2012 - February 2014
Wipro Technologies July 2009 - February 2014
Putnam Investments July 2009 - November 2010
Wipro Technologies August 2008 - July 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Informatica, Shell Scripting, Data Warehousing, Autosys, Unix, Oracle SQL, SQL, Databases, SDLC, ETL, Business Intelligence, Data Migration, Testing, DB2
Education
National Institute of Technology Surat 2001 — 2005
B.E, Electrical
Seventh Day Adventist, Surat 1986 — 2001
Lisa Finkel's Wellington Management Experience February 1991 - December 2009
Job Head Cat Wrangler, Provocateur, Wordsmith and Feline Philanthropist
Industry Investment Management
Experience
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Meghan Sanders's Wellington Management Experience July 2009 - December 2009
Job Analyst
Industry Investment Management
Experience
Bracebridge Capital, LLC July 2012 - Present
JPMorgan Chase July 2010 - July 2012
Wellington Management July 2009 - December 2009
Back Bay Financial Group May 2006 - August 2008
United States Department of Defense January 2008 - June 2008
Education
Northeastern University 2005 — 2010
BS, Finance, Minor Economics
Universidad Pontificia Comillas 2008 — 2009
Bracebridge Capital, LLC July 2012 - Present
JPMorgan Chase July 2010 - July 2012
Wellington Management July 2009 - December 2009
Back Bay Financial Group May 2006 - August 2008
United States Department of Defense January 2008 - June 2008
Education
Northeastern University 2005 — 2010
BS, Finance, Minor Economics
Universidad Pontificia Comillas 2008 — 2009
Adam Meistrich's Wellington Management Experience January 2010 - July 2011
Job
Industry
Experience
Wellington Management January 2010 - July 2011
UBS Wealth Management April 2008 - May 2008
SunTrust Brokerage Fund April 2007 - June 2007
Skills
Bloomberg Terminal, CTM, DTC, Microsoft Excel, PowerPoint, Spanish, Corporate Communications, Multi Tasking, Financial Analysis, Data Analysis, International Logistics, Investments
Education
University of South Florida - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.64
Northeastern University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finacne, 3.4
Wellington Management January 2010 - July 2011
UBS Wealth Management April 2008 - May 2008
SunTrust Brokerage Fund April 2007 - June 2007
Skills
Bloomberg Terminal, CTM, DTC, Microsoft Excel, PowerPoint, Spanish, Corporate Communications, Multi Tasking, Financial Analysis, Data Analysis, International Logistics, Investments
Education
University of South Florida - College of Business Administration 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.64
Northeastern University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finacne, 3.4
Konrad Stefanek's Wellington Management Experience December 2009 - September 2010
Job Investment Banking Power & Utilities M&A at Scotiabank
Industry Investment Banking
Experience
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Mark Pazdyk, CIPM's Wellington Management Experience November 2010 - September 2012
Job Consultant at Meradia
Industry Financial Services
Experience
Meradia Group October 2012 - Present
Wellington Management November 2010 - September 2012
State Street Global Advisors 2008 - 2010
Woodstock Corporation 2007 - 2008
Skills
Financial Services, Investment Management, Management, Hedge Funds, Project Management, Performance Measurement, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Newbury College 2001 — 2004
Bachelor's degree, Accounting
Meradia Group October 2012 - Present
Wellington Management November 2010 - September 2012
State Street Global Advisors 2008 - 2010
Woodstock Corporation 2007 - 2008
Skills
Financial Services, Investment Management, Management, Hedge Funds, Project Management, Performance Measurement, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Newbury College 2001 — 2004
Bachelor's degree, Accounting
Sandra Branch's Wellington Management Experience 2002 - 2006
Job Experienced Financial Services Proffessional
Industry Financial Services
Experience
Citi Hedge Fund Services November 2006 - January 2012
Wellington Management 2002 - 2006
JP Morgan 1993 - 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Asset Managment, Securities, Investments, Derivatives
Education
Newbury College
Citi Hedge Fund Services November 2006 - January 2012
Wellington Management 2002 - 2006
JP Morgan 1993 - 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Asset Managment, Securities, Investments, Derivatives
Education
Newbury College
Jennifer Estremera's Wellington Management Experience February 2008 - June 2010
Job Legal & Regulatory Compliance Associate
Industry Law Practice
Experience
FXDirectDealer, LLC December 2013 - Present
Shipkevich PLLC May 2012 - December 2013
Securities Arbitration Clinic, St. Vincent de Paul Legal Program, Inc August 2011 - December 2011
Securities Arbitration Clinic, St. Vincent de Paul Legal Program, Inc. June 2011 - August 2011
Alpari (US), LLC May 2011 - August 2011
Wellington Management February 2008 - June 2010
Skills
Legal Research, Corporate Law, Securities, Mediation, Securities Regulation, Alternative Dispute..., Arbitration, Legal Writing, Westlaw, Derivatives, International Law, Research, Negotiation, Editing, Intellectual Property, Litigation
Education
St. John's University School of Law 2010 — 2013
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Mount Holyoke College 2003 — 2007
Bachelor of Arts (B.A.), Theater Arts and Politics
Wilmington High School
FXDirectDealer, LLC December 2013 - Present
Shipkevich PLLC May 2012 - December 2013
Securities Arbitration Clinic, St. Vincent de Paul Legal Program, Inc August 2011 - December 2011
Securities Arbitration Clinic, St. Vincent de Paul Legal Program, Inc. June 2011 - August 2011
Alpari (US), LLC May 2011 - August 2011
Wellington Management February 2008 - June 2010
Skills
Legal Research, Corporate Law, Securities, Mediation, Securities Regulation, Alternative Dispute..., Arbitration, Legal Writing, Westlaw, Derivatives, International Law, Research, Negotiation, Editing, Intellectual Property, Litigation
Education
St. John's University School of Law 2010 — 2013
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
Mount Holyoke College 2003 — 2007
Bachelor of Arts (B.A.), Theater Arts and Politics
Wilmington High School
James McKelvey's Wellington Management Experience 1988 - 1995
Job Credit Risk Specialist at Federal Reserve Bank of Boston
Industry Investment Management
Experience
Federal Reserve Bank of Boston 2012 - Present
Standard Life Investments (Edinburgh) 2007 - 2011
RMR Advisors 2004 - 2007
John Hancock Funds 1997 - 2004
Sun Life Financial of Canada 1995 - 1997
Wellington Management 1988 - 1995
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Valuation, Wealth Management, Investments, Securities, Risk Management, Credit Risk, Market Risk, Equity Research, Equity Valuation, Investment Valuation, Financial Risk, Fixed Income Analysis, Fixed Income Portfolio..., Real Estate, Real Estate Economics
Education
Niagara University
Northeastern University
MBA, Finance
Federal Reserve Bank of Boston 2012 - Present
Standard Life Investments (Edinburgh) 2007 - 2011
RMR Advisors 2004 - 2007
John Hancock Funds 1997 - 2004
Sun Life Financial of Canada 1995 - 1997
Wellington Management 1988 - 1995
Skills
Fixed Income, Mutual Funds, Portfolio Management, Equities, Valuation, Wealth Management, Investments, Securities, Risk Management, Credit Risk, Market Risk, Equity Research, Equity Valuation, Investment Valuation, Financial Risk, Fixed Income Analysis, Fixed Income Portfolio..., Real Estate, Real Estate Economics
Education
Niagara University
Northeastern University
MBA, Finance
Alexandra Bielawski's Wellington Management Experience January 2008 - August 2008
Job Trading Assistant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Eaton Vance October 2012 - Present
Boston Advantage August 2010 - October 2012
BNY Mellon June 2012 - September 2012
BNY Mellon May 2010 - May 2012
BNY Mellon January 2009 - July 2009
Wellington Management January 2008 - August 2008
Skills
Investment Operations, Bloomberg, Fixed Income, Pricing, Securities, Investments, Financial Modeling, Asset Management, Bloomberg Terminal, Derivatives, Mutual Funds, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelors in Business Administration, Finance, Economics
Buckingham Browne & Nichols 1999 — 2005
Eaton Vance March 2013 - Present
Eaton Vance October 2012 - Present
Boston Advantage August 2010 - October 2012
BNY Mellon June 2012 - September 2012
BNY Mellon May 2010 - May 2012
BNY Mellon January 2009 - July 2009
Wellington Management January 2008 - August 2008
Skills
Investment Operations, Bloomberg, Fixed Income, Pricing, Securities, Investments, Financial Modeling, Asset Management, Bloomberg Terminal, Derivatives, Mutual Funds, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelors in Business Administration, Finance, Economics
Buckingham Browne & Nichols 1999 — 2005
Chen Lu's Wellington Management Experience July 2014 - Present
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Wellington Management July 2012 - June 2014
SINOPEC June 2008 - December 2009
HSBC June 2007 - September 2007
HSBC June 2006 - September 2006
Skills
Data Analysis, Risk Control, Process Improvement, Market Research, Corporate Finance, Bloomberg, Business Analysis, Financial Analysis, Access, Visio, Credit Analysis, Lotus Notes, Structured Finance, Institutional..., Microsoft Excel, SharePoint, Internal Audit, Energy Industry, SQL, PowerPoint, Systems Analysis, System Administration, Crystal Reports, PeopleSoft, Oil & Gas Industry, Clarity, Manage Client..., Tableau, Project Management, Software Implementation
Education
Northeastern University
Bachelor of Science (B.Sc.), Finance and Accounting, Summa Cum Laude
The University of Hong Kong
Finance and Economics
Wellington Management July 2014 - Present
Wellington Management July 2012 - June 2014
SINOPEC June 2008 - December 2009
HSBC June 2007 - September 2007
HSBC June 2006 - September 2006
Skills
Data Analysis, Risk Control, Process Improvement, Market Research, Corporate Finance, Bloomberg, Business Analysis, Financial Analysis, Access, Visio, Credit Analysis, Lotus Notes, Structured Finance, Institutional..., Microsoft Excel, SharePoint, Internal Audit, Energy Industry, SQL, PowerPoint, Systems Analysis, System Administration, Crystal Reports, PeopleSoft, Oil & Gas Industry, Clarity, Manage Client..., Tableau, Project Management, Software Implementation
Education
Northeastern University
Bachelor of Science (B.Sc.), Finance and Accounting, Summa Cum Laude
The University of Hong Kong
Finance and Economics
Wellington Management Company, LLP
Wellington Management Company
Payden & Rygel
Wellington Management Group
Wellington Management LLP
Lord, Abbett & Co. LLC