Archway Investment Fund
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Archway Investment Fund Employees
Employee
Years
Job
Industry
Tim Figueredo Tim Figueredo's Archway Investment Fund Experience June 2011 - May 2012
Job District Manager at APC by Schneider Electric
Industry Information Technology and Services
Experience
APC by Schneider Electric June 2015 - Present
APC by Schneider Electric June 2012 - Present
Archway Investment Fund June 2011 - May 2012
Baystate Health Systems June 2010 - January 2012
Skills
Healthcare, S&P Capital IQ, Lean Initiatives, Lean Healthcare, Information Security, Data Center Physical...
Education
Bryant University 2008 — 2012
BS, International Business Administration
Instituto San Joaquin de Flores 2010 — 2010
Bachelor of Science, International Business Administration; Finance and Spanish
APC by Schneider Electric June 2015 - Present
APC by Schneider Electric June 2012 - Present
Archway Investment Fund June 2011 - May 2012
Baystate Health Systems June 2010 - January 2012
Skills
Healthcare, S&P Capital IQ, Lean Initiatives, Lean Healthcare, Information Security, Data Center Physical...
Education
Bryant University 2008 — 2012
BS, International Business Administration
Instituto San Joaquin de Flores 2010 — 2010
Bachelor of Science, International Business Administration; Finance and Spanish
Do Hyung Kim Do Hyung Kim's Archway Investment Fund Experience December 2012 - Present
Job Finance Coach at Capital Good Fund
Industry Financial Services
Experience
Capital Good Fund June 2013 - Present
Archway Investment Fund December 2012 - Present
Archway Investment Fund September 2012 - December 2012
ENPlus English School May 2012 - August 2012
JooSung Inc. May 2011 - August 2011
The Republic of Korea Army August 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Teamwork, Portfolio Management
Education
Bryant University 2008 — 2013
Bachelor of Science (BS), Finance, General
Capital Good Fund June 2013 - Present
Archway Investment Fund December 2012 - Present
Archway Investment Fund September 2012 - December 2012
ENPlus English School May 2012 - August 2012
JooSung Inc. May 2011 - August 2011
The Republic of Korea Army August 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Teamwork, Portfolio Management
Education
Bryant University 2008 — 2013
Bachelor of Science (BS), Finance, General
Michael Foust Michael Foust's Archway Investment Fund Experience May 2014 - December 2014
Job Research Associate at The Washington Trust Company
Industry Financial Services
Experience
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
The Washington Trust Company June 2015 - Present
Fidelity Investments January 2015 - June 2015
The Washington Trust Company October 2014 - December 2014
Archway Investment Fund May 2014 - December 2014
Conning June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Army National Guard May 2007 - May 2013
InvesTrust, N.A. June 2012 - August 2012
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Microsoft Excel, Bloomberg Terminal, PowerPoint, Wealth Management, Equities, Fundamental Analysis, Data Analysis, Financial Statement..., Financial Analysis, Equity Research, Asset Management, Statistics, FactSet, VBA, SQL
Education
Bryant University 2013 — 2014
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation Training Course
Alexander Witte Alexander Witte's Archway Investment Fund Experience September 2013 - Present
Job Portfolio Manager at Archway Investment Fund
Industry
Experience
Archway Investment Fund September 2013 - Present
ifm electronic gmbh January 2014 - January 2014
KSS Steuerberatungsgesellschaft mbH August 2007 - July 2010
Skills
PowerPoint, Research, Microsoft Office, Customer Service, Microsoft Excel
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), International Business, Senior
Berufsschule für Wirtschft und Verwaltung Gelsenkirchen 2004 — 2007
Vocational Baccalaureate Diploma
Archway Investment Fund September 2013 - Present
ifm electronic gmbh January 2014 - January 2014
KSS Steuerberatungsgesellschaft mbH August 2007 - July 2010
Skills
PowerPoint, Research, Microsoft Office, Customer Service, Microsoft Excel
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), International Business, Senior
Berufsschule für Wirtschft und Verwaltung Gelsenkirchen 2004 — 2007
Vocational Baccalaureate Diploma
Brittany Lawton Brittany Lawton's Archway Investment Fund Experience January 2012 - May 2012
Job Business Analyst at Fidelity Investments (NFS)
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Fidelity Investments April 2014 - Present
Fidelity Investments February 2011 - January 2013
Fidelity Investments January 2013 - May 2014
Archway Investment Fund January 2012 - May 2012
Bank of America, N.A. May 2010 - February 2011
Merrill Lynch / Banc of America Investment Services, Inc. May 2008 - May 2010
Banc of America Investment Services, Inc. May 2006 - May 2008
Skills
FBSI, IRIS, Streetscape, Merlin, Interact, Pierce, Pace, RPM, Boss, Coin, First, Account Express, WebSurvey, MS Office Suite, Factset, Tax Lot Accounting, Basis Pro, CCH Tax Research Network, Financial Forecasting, Investment Research, Financial Modeling
Education
Bryant University 2008 — 2013
BSBA, Finance, Legal Studies
Community College of Rhode Island
AS, Business Administration, Finance
Robert Beauchemin Robert Beauchemin's Archway Investment Fund Experience August 2015 - Present
Job Investment Intern at State of Rhode Island
Industry Investment Banking
Experience
Archway Investment Fund August 2015 - Present
State of Rhode Island May 2015 - August 2015
Archway Investment Fund January 2015 - August 2015
EMC May 2013 - August 2014
Skills
Team Leadership, Public Speaking, Microsoft Excel, Presentations, Investments, PowerPoint, Finance, Program Management, Social Networking, Management, Microsoft Word, Project Planning
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration (BBA), Finance, Senior
Archway Investment Fund August 2015 - Present
State of Rhode Island May 2015 - August 2015
Archway Investment Fund January 2015 - August 2015
EMC May 2013 - August 2014
Skills
Team Leadership, Public Speaking, Microsoft Excel, Presentations, Investments, PowerPoint, Finance, Program Management, Social Networking, Management, Microsoft Word, Project Planning
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration (BBA), Finance, Senior
Andre Abouhala Andre Abouhala's Archway Investment Fund Experience September 2012 - May 2013
Job Investment Analyst at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management September 2014 - Present
Weston Capital Partners May 2014 - August 2014
Boston Partners Financial Group, LLC August 2013 - April 2014
Archway Investment Fund September 2012 - May 2013
Axeda Corporation May 2012 - August 2012
Skills
Investments, Financial Analysis, Microsoft Office, Financial Modeling, Equities, Teamwork, Securities, Social Media, Management, Microsoft Excel, Presentations, Valuation, Leadership, Social Networking, FactSet, Bloomberg Terminal, Portfolio Management, Analysis, Fixed Income
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2009 — 2013
Bachelor's Degree, Finance, Communications Minor
Medfield High School 2005 — 2009
High School
Massachusetts Pension Reserves Investment Management September 2014 - Present
Weston Capital Partners May 2014 - August 2014
Boston Partners Financial Group, LLC August 2013 - April 2014
Archway Investment Fund September 2012 - May 2013
Axeda Corporation May 2012 - August 2012
Skills
Investments, Financial Analysis, Microsoft Office, Financial Modeling, Equities, Teamwork, Securities, Social Media, Management, Microsoft Excel, Presentations, Valuation, Leadership, Social Networking, FactSet, Bloomberg Terminal, Portfolio Management, Analysis, Fixed Income
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2009 — 2013
Bachelor's Degree, Finance, Communications Minor
Medfield High School 2005 — 2009
High School
Samantha Faille Samantha Faille's Archway Investment Fund Experience September 2013 - May 2014
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Archway Investment Fund September 2013 - May 2014
Fidelity Investments January 2013 - May 2014
Rogers Corporation May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Auditing, Leadership, Financial Analysis, Outlook, Microsoft Office, Access, Microsoft Word, Accounting, Time Management, Teamwork, Analysis, Research, Customer Service, Lotus Notes, Financial Modeling, Finance, Social Media, Social Networking, Portfolio Management
Education
Bryant University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Bryant University 2010 — 2014
Bachelor's Degree, International Finance, Computer Information Systems & French, 3.71
Institute for the International Education of Students Abroad 2012 — 2012
Business and International Affairs
2016 Level II Candidate in the CFA Program
Fidelity Investments June 2014 - Present
Archway Investment Fund September 2013 - May 2014
Fidelity Investments January 2013 - May 2014
Rogers Corporation May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Auditing, Leadership, Financial Analysis, Outlook, Microsoft Office, Access, Microsoft Word, Accounting, Time Management, Teamwork, Analysis, Research, Customer Service, Lotus Notes, Financial Modeling, Finance, Social Media, Social Networking, Portfolio Management
Education
Bryant University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics
Bryant University 2010 — 2014
Bachelor's Degree, International Finance, Computer Information Systems & French, 3.71
Institute for the International Education of Students Abroad 2012 — 2012
Business and International Affairs
2016 Level II Candidate in the CFA Program
Collin Beardslee Collin Beardslee's Archway Investment Fund Experience January 2015 - May 2015
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Daniela Mejia Daniela Mejia's Archway Investment Fund Experience January 2010 - December 2010
Job Archway Investment Fund Executive Committee
Industry Higher Education
Experience
Bryant University September 2009 - Present
Archway Investment Fund January 2010 - December 2010
PricewaterhouseCoopers Ltd June 2010 - August 2010
Education
Bryant University
Bachelor, Business Administration; Finance and Economics
Bryant University September 2009 - Present
Archway Investment Fund January 2010 - December 2010
PricewaterhouseCoopers Ltd June 2010 - August 2010
Education
Bryant University
Bachelor, Business Administration; Finance and Economics
Valeria Couto, CPA Valeria Couto, CPA's Archway Investment Fund Experience September 2010 - January 2011
Job Senior Assurance Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC August 2011 - July 2014
Archway Investment Fund September 2010 - January 2011
Young & Rubicam June 2010 - July 2010
First BanCorp June 2009 - July 2009
Banco Popular de Puerto Rico June 2008 - August 2008
Skills
Financial Analysis, Accounting, US GAAP, Banking, Financial Reporting, Auditing, Portfolio Management, Internal Controls, Financial Accounting, GAAP, CPA, SEC filings, Sarbanes-Oxley Act, SOX 404, Microsoft Office, Microsoft Excel, Credit, SOX, FIN 48, Big 4
Education
Bryant University 2007 — 2011
Bachelor of Science, Accounting & Finance
PwC July 2014 - Present
PwC August 2011 - July 2014
Archway Investment Fund September 2010 - January 2011
Young & Rubicam June 2010 - July 2010
First BanCorp June 2009 - July 2009
Banco Popular de Puerto Rico June 2008 - August 2008
Skills
Financial Analysis, Accounting, US GAAP, Banking, Financial Reporting, Auditing, Portfolio Management, Internal Controls, Financial Accounting, GAAP, CPA, SEC filings, Sarbanes-Oxley Act, SOX 404, Microsoft Office, Microsoft Excel, Credit, SOX, FIN 48, Big 4
Education
Bryant University 2007 — 2011
Bachelor of Science, Accounting & Finance
Sean Hung's Archway Investment Fund Experience January 2013 - May 2013
Job MBA Graduate at D'MoreMcKim School of Business
Industry Investment Management
Experience
Wellington Management May 2014 - December 2014
Ramen Menzu 名古屋麵水拉麵 May 2013 - August 2014
Archway Investment Fund January 2013 - May 2013
Bryant University August 2010 - May 2013
Archway Investment Fund September 2012 - December 2012
Television Broadcasts Limited May 2012 - July 2012
Crosby Asset Management (Hong Kong) Limited June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Public Relations, Marketing Research, Investment Portfolio, Portfolio Management, Financial Analysis, Investments, High level of initiative, Event Planning, Financial Reporting, Securities, Valuation, Economics, Leadership, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern Univeristy - D'More-McKim School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.62
Wellington Management May 2014 - December 2014
Ramen Menzu 名古屋麵水拉麵 May 2013 - August 2014
Archway Investment Fund January 2013 - May 2013
Bryant University August 2010 - May 2013
Archway Investment Fund September 2012 - December 2012
Television Broadcasts Limited May 2012 - July 2012
Crosby Asset Management (Hong Kong) Limited June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Securities Market, Public Relations, Marketing Research, Investment Portfolio, Portfolio Management, Financial Analysis, Investments, High level of initiative, Event Planning, Financial Reporting, Securities, Valuation, Economics, Leadership, Microsoft Office, PowerPoint, Teamwork
Education
Northeastern Univeristy - D'More-McKim School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.62
Chris Anzivino Chris Anzivino's Archway Investment Fund Experience May 2015 - Present
Job Finance Training Program Intern at EMC
Industry Financial Services
Experience
EMC August 2015 - Present
EMC June 2015 - Present
Archway Investment Fund May 2015 - Present
Archway Investment Fund - Executive Committee May 2015 - Present
Bryant University Office of Campus Engagement August 2014 - Present
Archway Investment Fund December 2014 - May 2015
The Hanover Insurance Group June 2014 - August 2014
Skills
Time Management, Microsoft Excel, Leadership, Teamwork, Data Analysis, PowerPoint, Project Management, Sales, Research, Financial Modeling, Problem Solving, Public Speaking, SAS, Oracle BIEE, PowerPivot, Event Planning
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Applied Analytics, 3.7 Cumulative GPA
Sutton High School 2008 — 2012
High School Diploma, 3.6 Cumulative GPA
EMC August 2015 - Present
EMC June 2015 - Present
Archway Investment Fund May 2015 - Present
Archway Investment Fund - Executive Committee May 2015 - Present
Bryant University Office of Campus Engagement August 2014 - Present
Archway Investment Fund December 2014 - May 2015
The Hanover Insurance Group June 2014 - August 2014
Skills
Time Management, Microsoft Excel, Leadership, Teamwork, Data Analysis, PowerPoint, Project Management, Sales, Research, Financial Modeling, Problem Solving, Public Speaking, SAS, Oracle BIEE, PowerPivot, Event Planning
Education
Bryant University 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Applied Analytics, 3.7 Cumulative GPA
Sutton High School 2008 — 2012
High School Diploma, 3.6 Cumulative GPA
William Heffernan William Heffernan's Archway Investment Fund Experience April 2015 - Present
Job Business Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
Archway Investment Fund April 2015 - Present
Fidelity Investments June 2014 - Present
Skills
Investments, PowerPoint, Microsoft Excel, Critical Thinking, Business Analysis, Teamwork, Efficiency, Microsoft Word, Asset Management, Microsoft Office, Adaptability, Solution Delivery, Writing, Access, Social Networking, Written & Oral..., Project Management, Agile Methodologies, Software Project..., Financial Modeling, FactSet, Equity Research, Valuation
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Finance/Economics
Trinity College, Dublin 2014 — 2015
Economics
Apponequet Regional High School 2008 — 2012
High School Diploma
Archway Investment Fund April 2015 - Present
Fidelity Investments June 2014 - Present
Skills
Investments, PowerPoint, Microsoft Excel, Critical Thinking, Business Analysis, Teamwork, Efficiency, Microsoft Word, Asset Management, Microsoft Office, Adaptability, Solution Delivery, Writing, Access, Social Networking, Written & Oral..., Project Management, Agile Methodologies, Software Project..., Financial Modeling, FactSet, Equity Research, Valuation
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Finance/Economics
Trinity College, Dublin 2014 — 2015
Economics
Apponequet Regional High School 2008 — 2012
High School Diploma
Connor Norat Connor Norat's Archway Investment Fund Experience May 2014 - January 2015
Job Associate Finance Analyst at EMC Corporation
Industry Information Technology and Services
Experience
Archway Investment Fund May 2014 - January 2015
EMC June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Lovett Financial Advisors May 2013 - May 2014
Sinnott Executive Consulting June 2012 - October 2012
Skills
Finance, Portfolio Management, Asset Management, Financial Modeling, Databases, Financial Accounting, Cloud Computing, FactSet, Capital IQ, Financial Analysis, Time Management, Securities, Economics, Investments, Mutual Funds, Research, Microsoft Excel
Education
Bryant University 2011 — 2015
Concentration: Finance, Economics Minor
Archway Investment Fund May 2014 - January 2015
EMC June 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
Lovett Financial Advisors May 2013 - May 2014
Sinnott Executive Consulting June 2012 - October 2012
Skills
Finance, Portfolio Management, Asset Management, Financial Modeling, Databases, Financial Accounting, Cloud Computing, FactSet, Capital IQ, Financial Analysis, Time Management, Securities, Economics, Investments, Mutual Funds, Research, Microsoft Excel
Education
Bryant University 2011 — 2015
Concentration: Finance, Economics Minor
James Lineberger's Archway Investment Fund Experience December 2011 - December 2012
Job District Sales Manager at EMC
Industry Information Technology and Services
Experience
EMC May 2015 - Present
EMC January 2014 - May 2015
EMC June 2013 - January 2014
Fidelity Investments May 2012 - May 2013
Archway Investment Fund December 2011 - December 2012
Big East Conference September 2011 - March 2012
Skills
Teamwork, Sales, Finance, Financial Analysis, Investments, Leadership, Data Analysis, Business Development, Microsoft Excel, Financial Modeling, Marketing, Data Storage..., Virtualization, Data Backup Solutions, Data Recovery, Networking, PowerPoint, Microsoft Word, Management, Microsoft Office, Salesforce.com, Solution Selling
Education
Providence College
Master of Business Administration (M.B.A.)
Bryant University
Business Administration, Finance & Marketing Concentrations Psychology Minor, Cum Laude
EMC May 2015 - Present
EMC January 2014 - May 2015
EMC June 2013 - January 2014
Fidelity Investments May 2012 - May 2013
Archway Investment Fund December 2011 - December 2012
Big East Conference September 2011 - March 2012
Skills
Teamwork, Sales, Finance, Financial Analysis, Investments, Leadership, Data Analysis, Business Development, Microsoft Excel, Financial Modeling, Marketing, Data Storage..., Virtualization, Data Backup Solutions, Data Recovery, Networking, PowerPoint, Microsoft Word, Management, Microsoft Office, Salesforce.com, Solution Selling
Education
Providence College
Master of Business Administration (M.B.A.)
Bryant University
Business Administration, Finance & Marketing Concentrations Psychology Minor, Cum Laude
Michael Ansman Michael Ansman's Archway Investment Fund Experience February 2009 - December 2009
Job J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan May 2010 - May 2013
Archway Investment Fund February 2009 - December 2009
United Technologies May 2009 - September 2009
Skills
Investments, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Valuation, ETFs, FX Hedging, Index Options
Education
Bryant University 2006 — 2009
BSBA
Suffield
J.P. Morgan January 2013 - Present
J.P. Morgan May 2010 - May 2013
Archway Investment Fund February 2009 - December 2009
United Technologies May 2009 - September 2009
Skills
Investments, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Valuation, ETFs, FX Hedging, Index Options
Education
Bryant University 2006 — 2009
BSBA
Suffield
John-Paul Sullivan John-Paul Sullivan's Archway Investment Fund Experience September 2011 - December 2012
Job Investment Management Strategy Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman & Co. February 2013 - April 2015
Archway Investment Fund September 2011 - December 2012
Gilder Gagnon Howe & Co April 2012 - August 2012
Brown Brothers Harriman & Co March 2012 - August 2012
Bridgewater Savings Bank April 2008 - March 2012
Windham Capital Management September 2011 - November 2011
Skills
Financial Modeling, Stata, Value Investing, Microsoft Excel-..., Bloomberg Trade..., Oracle SQL Developer, Financial Analysis, Investments, Portfolio Management, Equities, Econometrics, Fixed Income, Bloomberg, Valuation, Analysis, Mutual Funds, PowerPoint, Banking
Education
Bryant University
Bachelor of Science, Business Administration; Finance/Economics
University of Virginia
coyle and cassidy
Chris Willson's Archway Investment Fund Experience September 2011 - July 2012
Job Senior Consultant at QueBIT Consulting
Industry Information Technology and Services
Experience
QueBIT Consulting September 2014 - Present
QueBIT Consulting July 2012 - September 2014
Archway Investment Fund September 2011 - July 2012
Skills
Financial Analysis, Microsoft Excel, Access, Financial Modeling, PowerPoint, Financial Statement..., Microsoft Office, Equity Research, Investments, Business Analysis, Financial Reporting, Portfolio Management, Valuation, Analysis, Forecasting, Business Intelligence, Finance
Education
Bryant University 2009 — 2012
Bachelors, Finance
The University of Edinburgh 2011 — 2011
Finance, Art, History
QueBIT Consulting September 2014 - Present
QueBIT Consulting July 2012 - September 2014
Archway Investment Fund September 2011 - July 2012
Skills
Financial Analysis, Microsoft Excel, Access, Financial Modeling, PowerPoint, Financial Statement..., Microsoft Office, Equity Research, Investments, Business Analysis, Financial Reporting, Portfolio Management, Valuation, Analysis, Forecasting, Business Intelligence, Finance
Education
Bryant University 2009 — 2012
Bachelors, Finance
The University of Edinburgh 2011 — 2011
Finance, Art, History
Derek Blunt Derek Blunt's Archway Investment Fund Experience September 2009 - May 2010
Job Financial Analyst at Aetna Capital Management
Industry Investment Management
Experience
Aetna Capital Management August 2012 - Present
FactSet Research Systems September 2010 - August 2012
Archway Investment Fund September 2009 - May 2010
Connecting for Children and Families February 2008 - May 2010
Northwestern Mutual Financial Network May 2008 - January 2009
Sheetz, Inc October 2004 - September 2006
Education
Bryant University 2006 — 2010
BSBA, Financial Services
Aetna Capital Management August 2012 - Present
FactSet Research Systems September 2010 - August 2012
Archway Investment Fund September 2009 - May 2010
Connecting for Children and Families February 2008 - May 2010
Northwestern Mutual Financial Network May 2008 - January 2009
Sheetz, Inc October 2004 - September 2006
Education
Bryant University 2006 — 2010
BSBA, Financial Services
Jacob Therien Jacob Therien's Archway Investment Fund Experience September 2013 - May 2014
Job Financial Analyst
Industry Investment Management
Experience
State Street June 2014 - Present
Bryant University September 2013 - May 2014
Archway Investment Fund September 2013 - May 2014
Dave's Marketplace May 2011 - August 2013
Cape Air May 2012 - September 2012
Skills
Teamwork, Economics, Finance, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Word, Customer Service, Equity Research, Microsoft Office, PowerPoint, Monetary Policy, Visual Basic
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Rhode Island 2010 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.7
State Street June 2014 - Present
Bryant University September 2013 - May 2014
Archway Investment Fund September 2013 - May 2014
Dave's Marketplace May 2011 - August 2013
Cape Air May 2012 - September 2012
Skills
Teamwork, Economics, Finance, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Word, Customer Service, Equity Research, Microsoft Office, PowerPoint, Monetary Policy, Visual Basic
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Finance, Economics, 3.7
Community College of Rhode Island 2010 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.7
Benjamin Healy Benjamin Healy's Archway Investment Fund Experience October 2008 - May 2009
Job AVP of Operations at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group September 2014 - Present
Sentinel Benefits & Financial Group March 2012 - September 2014
Sentinel Benefits & Financial Group June 2009 - March 2012
Archway Investment Fund October 2008 - May 2009
Lahey Clinic May 2007 - August 2008
Skills
Business Strategy, Financial Modeling, Project Management, Performance Reporting, Crystal Reports, Excel, PowerPoint, Word, Insurance, Adobe Software, HTML, Presenter, Process Mapping, Project Planning, Presentations, Microsoft Excel, Microsoft Word, Strategic Planning, Lead Generation, Change Management, Marketing, Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Employee Benefits, Investments, Process Improvement
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bryant University 2005 — 2009
B.S, Business Administration; Finance
Sentinel Benefits & Financial Group September 2014 - Present
Sentinel Benefits & Financial Group March 2012 - September 2014
Sentinel Benefits & Financial Group June 2009 - March 2012
Archway Investment Fund October 2008 - May 2009
Lahey Clinic May 2007 - August 2008
Skills
Business Strategy, Financial Modeling, Project Management, Performance Reporting, Crystal Reports, Excel, PowerPoint, Word, Insurance, Adobe Software, HTML, Presenter, Process Mapping, Project Planning, Presentations, Microsoft Excel, Microsoft Word, Strategic Planning, Lead Generation, Change Management, Marketing, Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Employee Benefits, Investments, Process Improvement
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bryant University 2005 — 2009
B.S, Business Administration; Finance
Erik Budlong Erik Budlong's Archway Investment Fund Experience September 2011 - May 2012
Job National Sales Manager at Galvanic Applied Sciences
Industry Electrical/Electronic Manufacturing
Experience
Galvanic Applied Sciences, Inc. May 2015 - Present
Delta Sigma Pi September 2014 - Present
Hanna Instruments March 2014 - May 2015
Hanna Instruments June 2012 - March 2014
Pillai HOC Institute of Management Studies & Research July 2013 - October 2013
ULTRA Scientific January 2012 - May 2012
Archway Investment Fund September 2011 - May 2012
Hoch Rare Antiques February 2005 - July 2010
EZ RED June 2009 - June 2009
Skills
Travel, Spanish, Cultural Awareness, Foresight, Flexiblility, Teamwork, Team Leadership, Time Management, Punctual, Positive, Detail Orientation, Listening Skills, Proactivity, Decision Making, Cooperation, Responsibility, Open Minded, Highly Adaptable, Creative Problem Solving, Goal Oriented, Writing Skills, Organizing, Analytical Abilities, Research, International Business, Quantitative Analysis, Financial Modeling, Managing Groups, Saxophone, Microsoft Publisher, Microsoft Excel, Sales Management, Sales, Adaptability, Market Research, PowerPoint, Marketing, Leadership, Selling, Management, Leadership Development, Social Networking, Access, Inventory Management, Problem Solving
Education
Bryant University 2008 — 2012
BS in International Business, Finance, Spanish, 3.59 Magna Cum Laude
Sophia University 2010 — 2010
Japanese Language and Business
Universidad Pablo de Olavide 2010 — 2010
Spanish Language & Social Sciences
Acton Boxborough Regional High School 2004 — 2008
The Foundation
Entrepreneurship
Galvanic Applied Sciences, Inc. May 2015 - Present
Delta Sigma Pi September 2014 - Present
Hanna Instruments March 2014 - May 2015
Hanna Instruments June 2012 - March 2014
Pillai HOC Institute of Management Studies & Research July 2013 - October 2013
ULTRA Scientific January 2012 - May 2012
Archway Investment Fund September 2011 - May 2012
Hoch Rare Antiques February 2005 - July 2010
EZ RED June 2009 - June 2009
Skills
Travel, Spanish, Cultural Awareness, Foresight, Flexiblility, Teamwork, Team Leadership, Time Management, Punctual, Positive, Detail Orientation, Listening Skills, Proactivity, Decision Making, Cooperation, Responsibility, Open Minded, Highly Adaptable, Creative Problem Solving, Goal Oriented, Writing Skills, Organizing, Analytical Abilities, Research, International Business, Quantitative Analysis, Financial Modeling, Managing Groups, Saxophone, Microsoft Publisher, Microsoft Excel, Sales Management, Sales, Adaptability, Market Research, PowerPoint, Marketing, Leadership, Selling, Management, Leadership Development, Social Networking, Access, Inventory Management, Problem Solving
Education
Bryant University 2008 — 2012
BS in International Business, Finance, Spanish, 3.59 Magna Cum Laude
Sophia University 2010 — 2010
Japanese Language and Business
Universidad Pablo de Olavide 2010 — 2010
Spanish Language & Social Sciences
Acton Boxborough Regional High School 2004 — 2008
The Foundation
Entrepreneurship
Michel Dahdah's Archway Investment Fund Experience April 2015 - Present
Job CDBO at PRICH
Industry Financial Services
Experience
Puerto Rico Industrial Commercial Holdings, LLC May 2015 - Present
Archway Investment Fund April 2015 - Present
Orenda Financial April 2015 - August 2015
Collegiate Entrepreneurs Inc. November 2014 - April 2015
Yamin Ingenierias C.A. May 2014 - August 2014
Manigran C.A. November 2012 - August 2013
Skills
Quantitative Analytics, Financial Analysis, Emerging Markets, Options Strategies, Technical Modeling, Equity Research, Statistical Data..., Entrepreneurial Finance, Business Networking, Quantitative Finance, Quantitative Investing, Trading, Stata Statistical..., Microsoft Office
Education
Bryant University 2013 — 2017
Bachelor’s Degree, International Business, Finance, Applied Analytics, Actuarial Math
Puerto Rico Industrial Commercial Holdings, LLC May 2015 - Present
Archway Investment Fund April 2015 - Present
Orenda Financial April 2015 - August 2015
Collegiate Entrepreneurs Inc. November 2014 - April 2015
Yamin Ingenierias C.A. May 2014 - August 2014
Manigran C.A. November 2012 - August 2013
Skills
Quantitative Analytics, Financial Analysis, Emerging Markets, Options Strategies, Technical Modeling, Equity Research, Statistical Data..., Entrepreneurial Finance, Business Networking, Quantitative Finance, Quantitative Investing, Trading, Stata Statistical..., Microsoft Office
Education
Bryant University 2013 — 2017
Bachelor’s Degree, International Business, Finance, Applied Analytics, Actuarial Math
Trevor DeVitto's Archway Investment Fund Experience January 2013 - May 2013
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Highbridge Capital Management September 2014 - June 2015
Highbridge Capital Management June 2013 - September 2014
Archway Investment Fund January 2013 - May 2013
Bryant Archway Investment Fund May 2012 - December 2012
State Street Global Advisors June 2012 - August 2012
Coca-Cola Refreshments June 2009 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Investments, Leadership, Mutual Funds, Portfolio Management, Options, Trading, Equities, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Risk, Economics, Accounting
Education
Bryant University 2009 — 2013
Bachelor of Science, Concentration: Finance Minor(s): Marketing and Environmental Science, 3.90 GPA
Fidelity Investments June 2015 - Present
Highbridge Capital Management September 2014 - June 2015
Highbridge Capital Management June 2013 - September 2014
Archway Investment Fund January 2013 - May 2013
Bryant Archway Investment Fund May 2012 - December 2012
State Street Global Advisors June 2012 - August 2012
Coca-Cola Refreshments June 2009 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Investments, Leadership, Mutual Funds, Portfolio Management, Options, Trading, Equities, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Risk, Economics, Accounting
Education
Bryant University 2009 — 2013
Bachelor of Science, Concentration: Finance Minor(s): Marketing and Environmental Science, 3.90 GPA
Joseph Griffiths Joseph Griffiths's Archway Investment Fund Experience September 2011 - May 2012
Job Assistant Vice President People's United Bank
Industry Banking
Experience
People's United Bank April 2014 - Present
People's United Bank July 2012 - March 2014
Archway Investment Fund September 2011 - May 2012
AIG June 2011 - August 2011
Skills
Portfolio Management, Financial Analysis, Analysis, Credit, Investments, Finance, Underwriting, Forecasting, Management, Commercial Banking, Valuation, Commercial Lending, Banking, Argus Modeling
Education
Bryant University 2008 — 2012
BSBA, Finance
People's United Bank April 2014 - Present
People's United Bank July 2012 - March 2014
Archway Investment Fund September 2011 - May 2012
AIG June 2011 - August 2011
Skills
Portfolio Management, Financial Analysis, Analysis, Credit, Investments, Finance, Underwriting, Forecasting, Management, Commercial Banking, Valuation, Commercial Lending, Banking, Argus Modeling
Education
Bryant University 2008 — 2012
BSBA, Finance
Austin Hersh's Archway Investment Fund Experience December 2014 - Present
Job Investment Research Intern at The Washington Trust Company
Industry Investment Management
Experience
The Washington Trust Company March 2015 - Present
Archway Investment Fund December 2014 - Present
Bryant University September 2014 - Present
The Safety Zone June 2014 - August 2014
Skills
Photography, Sports Management, Financial Analysis, Market Research, Windows, Marketing Communications, Sports Marketing, Accounting, Strategic Planning, English, Economics, Advertising, Finance, Sales, Analysis, Management, Investments, Financial Services, Public Speaking, Financial Research, Microsoft Excel, Equities, Equity Research, Microsoft Office, PowerPoint
Education
Bryant University 2011 — 2015
Undergraduate, Finance, General, Junior
Conard High School
The Washington Trust Company March 2015 - Present
Archway Investment Fund December 2014 - Present
Bryant University September 2014 - Present
The Safety Zone June 2014 - August 2014
Skills
Photography, Sports Management, Financial Analysis, Market Research, Windows, Marketing Communications, Sports Marketing, Accounting, Strategic Planning, English, Economics, Advertising, Finance, Sales, Analysis, Management, Investments, Financial Services, Public Speaking, Financial Research, Microsoft Excel, Equities, Equity Research, Microsoft Office, PowerPoint
Education
Bryant University 2011 — 2015
Undergraduate, Finance, General, Junior
Conard High School
Shane Andrews Shane Andrews's Archway Investment Fund Experience January 2013 - May 2013
Job Portfolio Compliance Analyst at BlackRock
Industry Investment Management
Experience
BlackRock September 2013 - Present
Archway Investment Fund January 2013 - May 2013
Skills
DCF Valuation, Financial Modeling, Fundamental Analysis, Financial Statement..., Financial Analysis, Quantitative Research, Statistical Tools, Minitab, Eviews, Visual Basic, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Mathematics, 3.7
BlackRock September 2013 - Present
Archway Investment Fund January 2013 - May 2013
Skills
DCF Valuation, Financial Modeling, Fundamental Analysis, Financial Statement..., Financial Analysis, Quantitative Research, Statistical Tools, Minitab, Eviews, Visual Basic, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Mathematics, 3.7
Alexander Sasso Alexander Sasso's Archway Investment Fund Experience 2015 - Present
Job Finance Major at Bryant University
Industry Financial Services
Experience
Archway Investment Fund 2015 - Present
All The Answers, Inc. January 2012 - Present
Education
Bryant University 2014 — 2016
Bachelor of Science in Business Administration, Major: Finance Minor: Politcal Science, GPA: 3.64
Community College of Rhode Island 2012 — 2014
General Studies
Archway Investment Fund 2015 - Present
All The Answers, Inc. January 2012 - Present
Education
Bryant University 2014 — 2016
Bachelor of Science in Business Administration, Major: Finance Minor: Politcal Science, GPA: 3.64
Community College of Rhode Island 2012 — 2014
General Studies
Mark Ortelle Mark Ortelle's Archway Investment Fund Experience January 2012 - September 2012
Job Senior Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2014 - Present
CVS Health February 2013 - November 2014
Bryant University Archway Investment Fund September 2012 - December 2012
Archway Investment Fund January 2012 - September 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Securities, Public Speaking, Presentations, Microsoft Word, PowerPoint, Capital IQ, Financial Modeling, Financial Reporting, Forecasting, Budgets, Budget Process, Budget Monitoring, Microsoft Office
Education
Bryant University 2010 — 2012
Bachelor’s Degree, Business Administration; Finance
Liberty Mutual Insurance December 2014 - Present
CVS Health February 2013 - November 2014
Bryant University Archway Investment Fund September 2012 - December 2012
Archway Investment Fund January 2012 - September 2012
Skills
Financial Analysis, Finance, Microsoft Excel, Securities, Public Speaking, Presentations, Microsoft Word, PowerPoint, Capital IQ, Financial Modeling, Financial Reporting, Forecasting, Budgets, Budget Process, Budget Monitoring, Microsoft Office
Education
Bryant University 2010 — 2012
Bachelor’s Degree, Business Administration; Finance
Ernesto Arguello's Archway Investment Fund Experience August 2014 - December 2014
Job Tax Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC June 2015 - Present
Academic Center for Excellence September 2012 - May 2015
Archway Investment Fund August 2014 - December 2014
PwC June 2014 - August 2014
Archway Investment Fund January 2014 - July 2014
Tennis Academy at Harvard June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Public Relations, Spanish, Access, Accounting, Customer Service, Financial Analysis, Leadership, Social Media, Social Networking, Teamwork, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
PwC June 2015 - Present
Academic Center for Excellence September 2012 - May 2015
Archway Investment Fund August 2014 - December 2014
PwC June 2014 - August 2014
Archway Investment Fund January 2014 - July 2014
Tennis Academy at Harvard June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Public Relations, Spanish, Access, Accounting, Customer Service, Financial Analysis, Leadership, Social Media, Social Networking, Teamwork, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance
Mara Valenzuela Mara Valenzuela's Archway Investment Fund Experience September 2014 - January 2015
Job Portfolio Compliance Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2015 - Present
Archway Investment Fund September 2014 - January 2015
L'Oréal July 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
L'Oréal May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, Social Media, Data Analysis, Microsoft Office, PowerPoint, Minitab, FactSet, Leadership, Teamwork, Time Management, Finance
Education
Bryant University 2011 — 2015
Bachelor of Science (BS), Finance, General
Bryant University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
BlackRock July 2015 - Present
Archway Investment Fund September 2014 - January 2015
L'Oréal July 2014 - August 2014
Archway Investment Fund January 2014 - May 2014
L'Oréal May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Facebook, Social Media, Data Analysis, Microsoft Office, PowerPoint, Minitab, FactSet, Leadership, Teamwork, Time Management, Finance
Education
Bryant University 2011 — 2015
Bachelor of Science (BS), Finance, General
Bryant University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Allison Pavao Allison Pavao's Archway Investment Fund Experience May 2012 - May 2013
Job Financial Analyst at EMC
Industry
Experience
EMC June 2015 - Present
EMC July 2013 - June 2015
EMC July 2013 - May 2015
Archway Investment Fund May 2012 - May 2013
EMC June 2012 - August 2012
Skills
Financial Modeling, Investments, SAP, Financial Reporting, Microsoft Office, Oracle Applications, Factset, QuickBooks, Leadership, Management, Time Management, General Ledger, Teamwork, Accounting
Education
Bryant University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Senior
Coyle Cassidy
EMC June 2015 - Present
EMC July 2013 - June 2015
EMC July 2013 - May 2015
Archway Investment Fund May 2012 - May 2013
EMC June 2012 - August 2012
Skills
Financial Modeling, Investments, SAP, Financial Reporting, Microsoft Office, Oracle Applications, Factset, QuickBooks, Leadership, Management, Time Management, General Ledger, Teamwork, Accounting
Education
Bryant University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Senior
Coyle Cassidy
Jonathan Keetz's Archway Investment Fund Experience September 2009 - May 2010
Job Senior Associate at Cambria Investment Management, Inc.
Industry Financial Services
Experience
Cambria Investment Management, Inc. July 2015 - Present
Brown Brothers Harriman July 2013 - June 2015
Brown Brothers Harriman March 2012 - June 2013
Brown Brothers Harriman December 2011 - April 2012
Archway Investment Fund September 2009 - May 2010
Merrill Lynch September 2009 - December 2009
Skills
Investments, Equities, Securities, Banking, Bloomberg, Business Strategy, Competitive Analysis, ETFs, Financial Modeling, Fixed Income, Market Research, Mutual Funds, Trading, Valuation, Analysis, PowerPoint, Finance, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Bryant University 2011 — 2013
Master of Business Administration (MBA)
Bryant University 2006 — 2010
BSBA, Finance & Economics
Shanghai Finance University
Cambria Investment Management, Inc. July 2015 - Present
Brown Brothers Harriman July 2013 - June 2015
Brown Brothers Harriman March 2012 - June 2013
Brown Brothers Harriman December 2011 - April 2012
Archway Investment Fund September 2009 - May 2010
Merrill Lynch September 2009 - December 2009
Skills
Investments, Equities, Securities, Banking, Bloomberg, Business Strategy, Competitive Analysis, ETFs, Financial Modeling, Fixed Income, Market Research, Mutual Funds, Trading, Valuation, Analysis, PowerPoint, Finance, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Bryant University 2011 — 2013
Master of Business Administration (MBA)
Bryant University 2006 — 2010
BSBA, Finance & Economics
Shanghai Finance University
Kevin Dozois Kevin Dozois's Archway Investment Fund Experience January 2014 - Present
Job Finance Student at Bryant University Seeking FullTime Employment Post Grad
Industry Financial Services
Experience
Archway Investment Fund January 2014 - Present
Bryant University September 2011 - Present
Bank Newport June 2014 - August 2014
Bryant University January 2014 - May 2014
AECOM May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Microsoft Office, Data Analysis, Project Planning, Adobe Acrobat, Access, Outlook, Budgets, Eagle Scout, Factset, MS Project
Education
Bryant University 2011 — 2015
Bachelor's Degree, Finance, General
Archway Investment Fund January 2014 - Present
Bryant University September 2011 - Present
Bank Newport June 2014 - August 2014
Bryant University January 2014 - May 2014
AECOM May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Microsoft Office, Data Analysis, Project Planning, Adobe Acrobat, Access, Outlook, Budgets, Eagle Scout, Factset, MS Project
Education
Bryant University 2011 — 2015
Bachelor's Degree, Finance, General
Jacob Gesin Jacob Gesin's Archway Investment Fund Experience September 2014 - Present
Job IIS Client Service Specialist at State Street Bank & Trust Co
Industry Financial Services
Experience
State Street Bank & Trust Co. June 2015 - Present
Bryant University September 2014 - Present
Archway Investment Fund September 2014 - Present
Coravin April 2014 - Present
Coravin July 2013 - January 2014
Francis Parker School June 2010 - September 2012
Town of Shirley MA. June 2008 - August 2010
Skills
Microsoft Excel, Finance, Economics, PowerPoint, Data Entry, Manual Testing, Team Leadership, Creative Writing, Writing, Apple OS, Production Managment, Clerical Work, Financial Modeling, Financial Statement..., Customer Service, Teamwork, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.45
F.W. Parker Charter School 2005 — 2011
State Street Bank & Trust Co. June 2015 - Present
Bryant University September 2014 - Present
Archway Investment Fund September 2014 - Present
Coravin April 2014 - Present
Coravin July 2013 - January 2014
Francis Parker School June 2010 - September 2012
Town of Shirley MA. June 2008 - August 2010
Skills
Microsoft Excel, Finance, Economics, PowerPoint, Data Entry, Manual Testing, Team Leadership, Creative Writing, Writing, Apple OS, Production Managment, Clerical Work, Financial Modeling, Financial Statement..., Customer Service, Teamwork, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.45
F.W. Parker Charter School 2005 — 2011
David Louton's Archway Investment Fund Experience September 2005 - August 2015
Job Professor of Finance at Bryant University
Industry Higher Education
Experience
Bryant University April 1991 - Present
Archway Investment Fund September 2005 - August 2015
Bryant University June 2011 - June 2013
Education
Michigan State University - The Eli Broad College of Business 1985 — 1991
Doctor of Philosophy (Ph.D.), Business Administration - Finance
Bryant University April 1991 - Present
Archway Investment Fund September 2005 - August 2015
Bryant University June 2011 - June 2013
Education
Michigan State University - The Eli Broad College of Business 1985 — 1991
Doctor of Philosophy (Ph.D.), Business Administration - Finance
Joshua Lopes's Archway Investment Fund Experience 2007 - 2008
Job Internal Wholesaler MetLife
Industry Financial Services
Experience
MetLife April 2008 - Present
Archway Investment Fund 2007 - 2008
Merrill Lynch May 2007 - August 2007
Education
Bryant University 2004 — 2008
BS, Finance
MetLife April 2008 - Present
Archway Investment Fund 2007 - 2008
Merrill Lynch May 2007 - August 2007
Education
Bryant University 2004 — 2008
BS, Finance
Gregory Golino's Archway Investment Fund Experience December 2007 - December 2008
Job Associate at Collective
Industry Online Media
Experience
Collective May 2010 - Present
Bryant University September 2005 - May 2010
Archway Investment Fund December 2007 - December 2008
Aetna Inc May 2008 - August 2008
Skills
Investments, Corporate Finance
Education
Bryant University 2005 — 2009
Collective May 2010 - Present
Bryant University September 2005 - May 2010
Archway Investment Fund December 2007 - December 2008
Aetna Inc May 2008 - August 2008
Skills
Investments, Corporate Finance
Education
Bryant University 2005 — 2009
Tony Modica's Archway Investment Fund Experience September 2009 - May 2010
Job Senior Consultant at FactSet
Industry Investment Management
Experience
FactSet April 2014 - Present
FactSet Research Systems July 2012 - April 2014
Aquarius Inc June 2010 - July 2012
Archway Investment Fund September 2009 - May 2010
Skills
Security Analysis, Financial Modeling, Word, Excel, PowerPoint, Investments, Financial Analysis, Research, Microsoft Office, Portfolio Management, Equities, Chartered Financial..., Mutual Funds, Microsoft Excel, Finance
Education
Bryant University 2007 — 2010
Finance, Investments, Management, Legal Studies
FactSet April 2014 - Present
FactSet Research Systems July 2012 - April 2014
Aquarius Inc June 2010 - July 2012
Archway Investment Fund September 2009 - May 2010
Skills
Security Analysis, Financial Modeling, Word, Excel, PowerPoint, Investments, Financial Analysis, Research, Microsoft Office, Portfolio Management, Equities, Chartered Financial..., Mutual Funds, Microsoft Excel, Finance
Education
Bryant University 2007 — 2010
Finance, Investments, Management, Legal Studies
Gregory Lucente's Archway Investment Fund Experience January 2014 - May 2014
Job Compliance Analyst at USI Securities Inc.
Industry Financial Services
Experience
USI Securities Inc. June 2014 - Present
Archway Investment Fund January 2014 - May 2014
Archway Investment Fund September 2013 - December 2013
Specialized Accounting Services July 2010 - August 2011
Highland Park Market August 2008 - July 2010
Skills
Finance, Microsoft Excel, Financial Modeling, Equity Research, Customer Service, PowerPoint, Investments, Data Analysis, Microsoft Word, Factset Research System, Regression Analysis, Teamwork, Financial Markets, Valuation, Capital IQ, Equities, Value Investing, Asset Management, Team-oriented, Critical Thinking, Macroeconomics, Securities, Mutual Funds, Portfolio Management, Fundamental Analysis
Education
Bryant University 2010 — 2014
Bachelor of Science, Finance/ Economics, Senior
Rockville High School 2006 — 2010
USI Securities Inc. June 2014 - Present
Archway Investment Fund January 2014 - May 2014
Archway Investment Fund September 2013 - December 2013
Specialized Accounting Services July 2010 - August 2011
Highland Park Market August 2008 - July 2010
Skills
Finance, Microsoft Excel, Financial Modeling, Equity Research, Customer Service, PowerPoint, Investments, Data Analysis, Microsoft Word, Factset Research System, Regression Analysis, Teamwork, Financial Markets, Valuation, Capital IQ, Equities, Value Investing, Asset Management, Team-oriented, Critical Thinking, Macroeconomics, Securities, Mutual Funds, Portfolio Management, Fundamental Analysis
Education
Bryant University 2010 — 2014
Bachelor of Science, Finance/ Economics, Senior
Rockville High School 2006 — 2010
Andrew Passias's Archway Investment Fund Experience September 2013 - May 2014
Job Portfolio Compliance Analyst at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Archway Investment Fund September 2013 - May 2014
Commonwealth Financial Network May 2013 - April 2014
Prudential Financial September 2012 - May 2013
Kolentsas Financial Services December 2011 - April 2012
Skills
Management, Risk Management, Portfolio Management, Budgets, Microsoft Word, Accounting, Investments, Financial Analysis, Regulatory Compliance, Regulatory Filings, Customer Service, Budgeting, SQL, Bloomberg Terminal
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance
Brockton High School 2006 — 2010
BlackRock May 2014 - Present
Archway Investment Fund September 2013 - May 2014
Commonwealth Financial Network May 2013 - April 2014
Prudential Financial September 2012 - May 2013
Kolentsas Financial Services December 2011 - April 2012
Skills
Management, Risk Management, Portfolio Management, Budgets, Microsoft Word, Accounting, Investments, Financial Analysis, Regulatory Compliance, Regulatory Filings, Customer Service, Budgeting, SQL, Bloomberg Terminal
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance
Brockton High School 2006 — 2010