Babson Capital Management
Industry: Insurance service company
DescriptionBarings LLC, known as Barings, is an international investment management firm owned by Massachusetts Mutual Life Insurance Company. It operates as a subsidiary of MassMutual Financial Group, a diversified financial services organisation. As of September 2018, Barings held US$310+ billion in assets under management. AUM: US$310+ billion (September 2018) Headquarters: Charlotte, North Carolina, United States Parent organization: Massachusetts Mutual Life Insurance Company Number of employees: 1,900 employees globally CFO: Paul Thompson (Head Of Global Investment Services) Subsidiaries: Concord Music, Barings Real Estate Advisers LLC,
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Babson Capital Management Employees
IBM March 2013 - Present
Agile Technologies (NAPA Auto Parts) June 2012 - February 2013
First Data Corporation June 2011 - June 2012
Babson Capital Management April 2009 - May 2011
KeyBank April 2008 - February 2009
KeyBank January 2008 - March 2008
Cognizant Technology Solutions October 2006 - December 2007
CSO (Cognizant Technology Solutions) October 2005 - September 2006
Skills
Cognos, Data Warehousing, Business Intelligence, Requirements Analysis, ETL, Oracle, Business Objects, Microsoft SQL Server, Informatica, Datastage, PL/SQL, SQL, Requirements Gathering, Testing, Database Design, Dimensional Modeling, Data Migration, Databases, Data Analysis, Business Requirements, Dashboard, Data Modeling, Crystal Reports, SDLC, Analysis, DB2
Education
College of Engineering, Trivandrum 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science & Engineering
AMAG Pharmaceuticals September 2013 - Present
AVEO Pharmaceuticals June 2011 - September 2013
AMAG Pharmaceuticals May 2009 - October 2010
AMAG Pharmaceuticals May 2009 - October 2010
Mascoma Corp. 2009 - 2010
National Development October 2007 - December 2008
Babson Capital Management July 2000 - July 2005
Modern Continantal 2003 - 2005
SQA, Inc. 1994 - 1997
Skills
Oracle, MRI, Accounting, Microsoft Excel, Accruals, ADP Payroll, Concur, Outlook, Microsoft Word, General Ledger, Microsoft Office, Microsoft Dynamics SL, Movex, Access, PowerPoint, Bank Reconciliation, Journal Entries, Invoicing
Education
Bentley University
Bachelor of Management, Management
Babson Capital Management February 2010 - April 2013
Skills
Human Resources, Employee Relations, Performance Management, Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Process Improvement, Outlook, Data Analysis, Management, Marketing, Customer Service, SDLC, Microsoft Word, Financial Analysis, Event Planning, Strategy, Business Analysis
Education
San Francisco State University 2013 — 2015
Master's Degree, Elementary Education
California State University-Sacramento
Bachelor's degree, Marketing and Design
Babson Capital Management June 2013 - Present
College of the Holy Cross May 2012 - July 2012
Education
College of the Holy Cross 2009 — 2013
Bachelor's degree, Mathematics
Minnechaug Regional High School 2005 — 2009
American Meteorological Society 2012 - Present
Babson Capital Management 2001 - 2012
The Community Builders, Inc. 1999 - 2001
Mullen & Company 1995 - 1999
Topham, Fardy, & Company 1993 - 1995
Peace Corps 1991 - 1993
Julius V. Sciarra, CPA 1987 - 1990
William D. Saponaro, CPA 1986 - 1987
Skills
Financial Reporting, Accounting, M&A Accounting, Tax, Budgeting, Mergers, Accounts Payable, Team Leadership, Budgets, Financial Analysis, General Ledger, Financial Statements, Finance, Mergers, Internal Controls, Auditing, Consolidation, Corporate Tax, IFRS, Management, Managerial Finance, Tax Preparation
Education
Bentley University 1994 — 1998
M.S.T., Taxation
Massachusetts College of Liberal Arts 1980 — 1984
B.S., Accounting
Noble Supply & Logistics July 2014 - Present
Oceanos November 2011 - May 2014
Lee Munder Capital Group August 2008 - April 2010
OFI Institutional Asset Management 2006 - 2008
Babson Capital Management February 2005 - April 2006
Washington Mutual 2002 - 2005
Skills
Program Management, Marketing, SiriusDecisions..., Management, Sales, Strategic Planning, Leadership, Demand Generation, Analytics, Project Management, Best Practices, Marketing Communications, Integrated Marketing, Email Marketing, Lead Generation, Digital Marketing
Education
Plymouth North High School 1993 — 1997
Boston University 1997 — 2001
BS, Journalism
Fitchburg State College 2006 — 2008
MBA, Business Administration and Management
U.S. Chamber of Commerce November 2008 - Present
U.S. Department of Homeland Security October 2007 - November 2008
Babson Capital Management April 2004 - October 2007
Governor Mitt Romney 2002 - 2003
Skills
International Relations, Legislative Relations, International Trade, International Business, Management, Policy, Governmental Affairs, Business Strategy, Coalitions, Economic Development, Public Affairs, Leadership, Foreign Policy, Economics, Legislation, Political Campaigns, Program Management, Strategic Planning, Investments, Strategic Communications, Diplomacy, National Security, Finance, Media Relations
Education
American University - Kogod School of Business 2010 — 2012
Graduate Certificate, International Business/Trade/Commerce, 3.9
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Western New England College 2002 — 2005
Bachelor of Arts (B.A.), Economics & Political Science, 3.5
Babson Capital Management June 2011 - Present
Fidelity Investments December 2010 - May 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments 2005 - September 2008
Fidelity Investments Institutional Services 2002 - 2005
Fidelity Investments 1998 - 2002
Bank of America (Fleet Bank) 1997 - 1998
Digitas (formerly Bronner Slosberg Humphrey, Inc.) 1996 - 1997
Indepenent Financial, a division of Liberty Mutual Insurance 1993 - 1996
Pioneer Investments 1989 - 1993
Skills
Finance, Financial Analysis, Management, Financial Modeling, Investments, Financial Services, Leadership, Mutual Funds, Asset Management, Analysis, Strategic Financial..., Strategic Planning, New Business Development, Financial Planning, Equities, Budgets, Accounting, Business Strategy, Marketing, Securities, Financial Reporting, Risk Management, Project Planning, Private Equity
Education
Bryant University 1980 — 1984
BS
Dighton-Rehoboth Regional High School 1976 — 1980
HS Diploma
MassMutual Financial Group May 2014 - Present
BJ's Wholesale Club October 2013 - May 2014
Babson Capital Management August 2011 - October 2013
MassMutual Financial Group October 2006 - August 2011
Skills
Sharepoint, SharePoint Designer, SAP, SAP BW, SAP R/3, Microsoft Office, SharePoint, Business Objects, Analysis, Process Improvement, Visio, Business Process, Requirements Analysis, Requirements Gathering, SDLC, SAP ERP
Education
College of Our Lady of the Elms 2003 — 2007
Bachelor's degree, Accounting and Information Systems
Babson Capital Management July 2012 - Present
MassMutual 2009 - June 2012
AngelAfrica 2007 - 2009
Goodwin Procter LLP 2005 - 2009
Brobeck, Phleger & Harrison 2000 - 2002
Salim Dhanji & Co. Advocates, Nairobi Kenya 1995 - 1997
Skills
Private Equity, Venture Capital, Hedge Funds, Investment Management, Securities, Debt & Equity Financing
Education
Boston University School of Law 1997 — 1998
LL.M.
University of Nairobi 1990 — 1995
LL.B
Braver Capital Management April 2008 - Present
Braver Wealth Management, LLC April 2008 - Present
Lee Munder Capital Group March 2006 - April 2008
MassMutual January 2001 - April 2008
Babson Capital Management May 2001 - May 2005
Bingham Legg Advisors February 1999 - May 2001
Congress Asset Management January 1996 - February 1999
First national bank of Ipswich 1994 - 1995
The Boston Company 1989 - 1994
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Masters Degree, Finance
Bentley University 1987 — 1990
BS, Accounting / Finance
Western Massachusetts Paralegal Association April 2015 - Present
Babson Capital Management January 2015 - Present
Libbos Law October 2013 - December 2014
Law Office of Kim C Rosen April 2013 - September 2013
Family Law Practice of Karen M Duffy May 2012 - August 2012
Bay Path College September 2009 - May 2012
Bay Path College September 2008 - May 2012
Bay Path College September 2008 - May 2012
Hampden County Distict Attorneys Office January 2011 - April 2012
Skills
Legal Research, Event Planning, Admissions, Communication Skills, Written & Oral..., Customer Service, Investigation, Analysis, Project Management, Microsoft Office, Facilitation Skills, Organization &..., Hearings, Courts, Research, Legal Writing
Education
Bay Path University 2008 — 2012
Bachelor of Science Degree, Legal Studies/Advanced Paralegal Studies
Babson Capital Management November 2010 - Present
Population Services International May 2009 - July 2010
Bayer MaterialScience LLC May 2006 - May 2009
The World Bank October 2003 - January 2005
Skills
Corporate Finance, Financial Accounting, Accounting, International Accounting, Transfer Pricing, Fixed Income, Business Intelligence, Market Risk, Financial Modeling, Management, Business Strategy, Strategic Planning, Restructuring, Financial Reporting, Africa, Financial Analysis, Hedge Funds, Auditing, Pricing, Investments, Sarbanes-Oxley Act, Finance, Analysis
Education
Duquesne University 2004 — 2006
MBA, Finance and International Business
Wheeling Jesuit University 1999 — 2003
Beijing Institute of Technology 2002 — 2002
Les Loupiots
PIMCO 2015 - Present
Babson Capital Management 2013 - 2015
Babson Capital Management 2009 - 2013
Deutsche Asset Management August 2007 - January 2009
Karsch Capital Management 2009 - 2009
NYS Insurance Department 2006 - 2007
Skills
Securities, Hedge Funds, Policy, Strategy, Due Diligence, Securities Regulation, Corporate Governance, Asset Management, Private Equity, Alternative Investments, FINRA, Fixed Income, Investments, AML, Mutual Funds
Education
St. John's University School of Law 2004 — 2007
JD, Law
Brandeis University 2000 — 2004
BA, Politics
Cognizant Technology Solutions October 2003 - Present
Babson Capital Management September 2008 - September 2011
Indymac Bank 2006 - 2008
Extol Solutions 1999 - 2000
Education
Annamalai University
LMCG Investments, LLC May 2006 - Present
Babson Capital Management July 2003 - May 2006
Pipestone County Star October 1995 - August 1999
Skills
Asset Allocation, Equities, Financial Services, Securities, Investments, Asset Management, Public Speaking, Portfolio Management, Relationship Management, Social Media, Alternative Investments, Finance, Fixed Income, Management, Financial Analysis, Research, Hedge Funds, Leadership, Mutual Funds, Strategic Planning, Microsoft Office
Education
Emerson College 1999 — 2002
MFA, Creative Writing (Nonfiction)
Concordia College 1991 — 1995
BA, English, History, French
Babson Capital Management June 2013 - Present
Alere, Inc. June 2012 - May 2013
Bentley University September 2009 - May 2012
Commonwealth of Massachusetts June 2007 - September 2011
Bentley University September 2009 - May 2011
Bemis Associates May 2009 - May 2009
Education
Bentley University 2009 — 2013
Bachelor of Science, Accountancy
Worcester Academy
High School Diploma
World at Work
WorldatWork
Goldman Sachs Asset Management 2010 - 2012
Babson Capital Management 2002 - 2010
Skills
Hedge Funds, Securities, Financial Modeling, Asset Managment, Equities, Private Equity, Fixed Income, High Yield, Investments, Convertible Bonds, Asset Management, Global Macro, Alternative Investments, Derivatives, Bloomberg, Structured Products, Loans, Investment Management, Capital Markets, Bonds, Valuation, Investment Banking, Portfolio Management
Education
Boston University Graduate School of Management 2013 — 2014
International MBA, Concentration in Finance
Cornell University 1999 — 2002
BS, Applied Economics & Management
N/A
Babson Capital Management June 2014 - Present
Wells Fargo February 2012 - May 2014
Wells Fargo August 2011 - January 2012
TIAA-CREF September 2010 - July 2011
Commerce One Financial October 2009 - February 2010
Northern Lights May 2007 - August 2009
Student Managed Investment Fund August 2008 - May 2009
Skills
Investments, Bloomberg, Retirement Planning, Series 7, Asset Managment, Mutual Funds, Strategic Financial..., Financial Analysis, Valuation, Equities, Portfolio Management, Securities, Fixed Income, Hedge Funds
Education
Wake Forest University Graduate School 2015 — 2017
Master of Business Administration (MBA)
Alfred University 2005 — 2009
Bachelors, Finance
Riverside Industries 2012 - Present
MassMutual Financial Group March 2009 - October 2009
Babson Capital Management October 2004 - March 2009
Babson Capital Management 2000 - 2004
Babson Capital Management January 1998 - January 2000
MassMutual Life Insurance Co January 1995 - January 1998
MassMutual Life Insurance Co January 1990 - January 1995
MassMutual Life Insurance Co January 1988 - January 1990
Holyoke Community College January 1987 - January 1988
Skills
Financial Reporting, Accounting, Auditing
Education
Rensselaer Polytechnic Institute at Hartford 2004 — 2007
MS, Management - Concentration in MIS
College of Our Lady of the Elms 1999 — 2003
Bachelor of Arts, Business Management
Holyoke Community College 1985 — 1988
Associate, Business Administration
Commonwealth Financial Group May 2012 - Present
Mass Mutual April 2011 - April 2012
Babson Capital Management 2003 - April 2011
Zurich Scudder Investments/Deutsche Bank 1997 - 2003
The Boston Company/Mellon Bank 1989 - 1997
Skills
Asset Management, Investments, Mutual Funds, Equities, Finance, Alternative Investments, Asset Managment, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
The University of Connecticut 1978 — 1982
BS, Accounting
Babson Capital Management October 2013 - Present
Fabri-Kal March 2011 - October 2013
Just Technology January 2005 - January 2010
Skills
Troubleshooting, Microsoft Office, Leadership, SDLC, Agile & Waterfall..., Microsoft SQL Server, SSIS, SSRS, ASP.NET, ASP.NET MVC, ASP.NET AJAX, Visual Studio, Visual Basic, C#, PHP, SSAS 2008, Crystal Reports, MySQL, Oracle, JavaScript, XML, LINQ, Entity Framework, REST, AJAX, SQLite, WordPress, Sybase SQL Anywhere, Negotiation, HTML, Active Directory, Databases, Information Technology, SQL, Team Building, Consulting, Database Design
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
BS, Management Information Systems
Babson Capital Management October 2013 - Present
Deloitte August 2011 - October 2013
Avid Technology January 2011 - July 2011
UMass Boston January 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Liz Claiborne April 2007 - April 2008
Harrahs' Entertainment April 2006 - October 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Analysis, Microsoft Excel, Data Analysis, Budgets, Forecasting, Microsoft Office, Auditing, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Finance, Internal Controls, SAP, Competitive Analysis, QuickBooks, Analytics, Corporate Finance, Financial Accounting, Strategic Planning
Education
University of Massachusetts Boston 2009 — 2011
MS, Accounting
University of Massachusetts Boston 2008 — 2009
BS, Finance
Belaruski Dzjaržauny Ekanamièny Universitet 1999 — 2003
BS equivalent, Business, Commerce
BNP Paribas August 2011 - Present
Australia & New Zealand Banking Group Ltd. February 2010 - June 2011
Babson Capital Management June 2008 - November 2009
Murray Capital Management, Inc March 2005 - June 2008
HSBC Securities January 2002 - March 2005
Consultant September 2001 - March 2002
JPMorgan Chase June 1986 - November 2001
Bank of America June 1982 - May 1986
Skills
Mergers, Corporate Finance, Capital Markets, Structured Finance, Investment Banking, Portfolio Management, Mergers & Acquisitions, Credit, Investor Relations, Entrepreneurship, Due Diligence, Finance, Management, Leveraged Finance, Restructuring, Treasury Management, Syndications, Commercial Banking, Asset Management, Loans, Investments, Fixed Income, Mutual Funds, Financial Structuring, Financial Services, Emerging Markets, Derivatives, Structured Products, Trading
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
M.B.A.
Binghamton University 1976 — 1980
B.S.
Babson Capital Management August 2007 - Present
Travelers April 2006 - August 2007
iStar Financial May 2000 - April 2006
Skills
Analysis, Access, Auditing, Accounting, Finance, Asset Management, Asset Managment, Fixed Income, Financial Analysis, Investments, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Mutual Funds, Financial Modeling, Account Reconciliation
Education
American International College 2003 — 2007
MBA, Business Adminastration
Bentley University 1995 — 1999
BS, Finance
Murray Analytics, Inc. April 2015 - Present
Goldin Associates, LLC August 2012 - March 2015
NYU Stern School of Business January 2005 - 2013
Murray & Burnaman, LLC October 2009 - July 2012
Babson Capital Management April 2008 - September 2009
Murray Capital Management, Inc June 1995 - April 2008
Furman Selz 1990 - 1995
Oppenheimer & Co. October 1987 - December 1989
First NY Capital 1986 - 1987
Bank of America 1982 - 1986
Skills
Valuation, Hedge Funds, Private Equity, Capital Markets, Fixed Income, Equities, Investments, Restructuring, Asset Managment, Investment Banking, Financial Modeling, Alternative Investments, Portfolio Management, Corporate Finance, Due Diligence, Equity Research, Structured Finance, Leveraged Finance, High Yield, Mergers, Business Valuation, Mergers & Acquisitions, Bankruptcy, Venture Capital, Corporate Governance, Investor Relations, Securities, Finance, Bonds, Emerging Markets, Financial Advisory, Trading, Investment Management, Bloomberg, Corporate Development, Derivatives, Financial Markets, Bank Loan Trading, Trade Claims, Distressed Debt, Distressed M&A, Equity Valuation, Investment Strategies, Turn Around Management, Options, Asset Allocation, Investment Advisory, Quantitative Finance, Asset Management, Litigation Support
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Colgate University
The Dalton School
Guggenheim Partners April 2014 - Present
Babson Capital Management September 2009 - March 2014
Capital Guardian Trust Company February 2008 - February 2009
Wellington Management May 2005 - January 2008
Wellington Management July 2002 - April 2005
RogersCasey June 1998 - July 2002
Skills
Asset Management, Fixed Income, Asset Allocation, Investments, Credit, Investment Strategies, Institutional..., Investment Management, Asset Managment, Equities, Strategy, Alternative Investments, Financial Markets, Hedge Funds, Mutual Funds, Investment Advisory
Education
CFA Institute 1999 — 2003
CFA (2003), Investment Management
Bryant University 1992 — 1996
Bachelors, Finance
FINRA Series 3, 7, 63
Series 3, 7, 63, Securities licensing
A&S Realty Inc. May 2014 - January 2015
Coldwell Banker Residential Brokerage November 2013 - April 2014
Bank of America/Columbia Management Advisors November 2007 - May 2010
Standard & Poor's Financial Communications June 2007 - September 2007
Babson Capital Management May 2002 - October 2006
MFS Investment Management November 1999 - April 2002
State Street Research & Management Company January 1993 - January 1999
Putnam Investments January 1988 - January 1993
Skills
Marketing Communications, Strategy, Online Marketing, Marketing Strategy, Marketing, Advertising, Product Management, Business Development, Investments, Portfolio Management, Strategic Communications, Equities, Investor Relations, Presentation Development, Web Marketing, Project Management, Brand Development, Editing, New Business Development
Education
Boston College 1984 — 1988
Bachelor of Arts
Provincetown High School 1980 — 1984
Diploma
Babson Capital Management January 2011 - Present
Babson Capital Management January 2009 - December 2010
Babson Capital Management 2001 - 2008
The Prudential Assurance Co. Ltd. 1989 - 1999
Skills
Series 7, Series 63, Securities, Mutual Funds, Fixed Income, Equities, Asset Managment, Alternative Investments, Asset Management, Series 3, Relationship Management, Investment Strategies, Bloomberg, Mergers & Acquisitions
Education
Cambridge College 2000 — 2002
MM, Management
Our Lady & St. Patrick's College, Belfast N. Ireland
Babson Capital Management Network TechnicianBabson Capital Management LLCSeptember 2014 - Present
Staples December 2013 - Present
Skills
Microsoft Office, Networking, Troubleshooting, Hardware, Leadership, Computer Hardware, Windows 7, Windows, Technical Support, Windows XP, Software Installation, Active Directory
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Babson Capital Management September 2013 - Present
SS&C Technologies August 2011 - September 2013
State Street January 2010 - June 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Hedge Funds, Derivatives, Swaps, Interest Rate..., MBS, Fund Accounting, Portfolio Management, Securities
Education
Bryant University 2006 — 2009
Bachelor of Science, International Business
Xaverian Brothers High Shool
Babson Capital Management November 2010 - Present
Babson Capital Management July 2007 - November 2010
Merrill Lynch May 2006 - August 2006
OMOG Trading, New York Mercantile Exchange May 2005 - August 2005
Skills
High Yield Bonds, Financial Analysis, Equities, Investments, Hedge Funds, Mutual Funds, Finance, Loans, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Securities, High Yield, Valuation, Equity Research, Mergers & Acquisitions
Education
Bentley University 2003 — 2007
Bachelors, Finance
Babson Capital Management June 2015 - Present
Vanguard February 2014 - June 2015
Vanguard June 2012 - February 2014
Vanguard August 2013 - December 2013
The Vanguard Group July 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing
Education
Clemson University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Babson Capital Management August 2015 - Present
CAMPUS MANAGEMENT CORP. Higher Ed/Fundraising/CRM Solutions March 2000 - February 2015
SEA GATE TRAVEL GROUP, LLC January 1999 - March 2000
SYKES ENTERPRISES, INC.Call Center Contracting January 1998 - January 1999
Skills
Microsoft SQL Server, Crystal Reports, Microsoft Office, Database Design, Software Documentation, Access, Visual Basic, FoxPro, ETL, SSIS, Data Analysis, Data Migration, Troubleshooting, Nonprofits
Education
COMPUTER LEARNING NETWORK 1995 — 1996
Diploma, Computer Systems Technology
Central Piedmont Community College
4073 Capital January 2014 - Present
Various Ventures February 2011 - December 2013
Babson Capital Management January 2008 - February 2011
Bain Capital Ventures January 2007 - May 2007
Progress Partners June 2006 - August 2006
Banco Popular North America (BPNA) - n/k/a Popular Community Bank 2002 - 2005
Banco Popular North America 2000 - 2002
Banco Popular North America 1998 - 2000
Skills
Financial Modeling, Portfolio Management, Private Equity, Investments, Due Diligence, Valuation, Equities, Credit Analysis, Asset Management, Investment Banking, Underwriting, Cash Flow Lending, Investment Advisory..., Credit Portfolio..., Commercial Judgment
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Finance & Entrepreneurship
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Finance
Bloomington (Illinois)
Summit Financial August 2015 - Present
UPS July 2015 - August 2015
Prudential Financial June 2012 - February 2015
Prudential Financial April 2012 - June 2012
Liberty Tax Service January 2012 - April 2012
Champion Child Care August 2010 - April 2012
USI Consulting Group November 2008 - July 2009
Babson Capital Management November 2007 - February 2008
Hooker & Holcombe, Inc. April 2007 - July 2007
Derby and Company, Inc. July 2003 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Lotus Notes, Access, Valuation, Pensions, Employee Benefits, Retirement, Investments, Analysis, Financial Analysis, Data Analysis, Insurance, Microsoft Office, Mutual Funds, Strategic Planning, Actuarial Science, Accounting, Defined Benefit, Risk Management, Training, Financial Services, Fixed Annuities, 401k
Education
Bentley University 1994 — 1999
B.S., Mathematics
Lynnfield High School 1992 — 1994
Diploma, General Education
Babson Capital Management September 2010 - Present
Snow Companies September 2009 - September 2010
American Diabetes Association February 2009 - September 2009
Skills
Public Speaking, PowerPoint, Microsoft Office, Customer Service, Event Planning, Advertising, Marketing, Microsoft Excel, Social Media, Microsoft Word, Recruiting, Analysis, Research, Program Management, Management, Community Outreach
Education
Christopher Newport University
BS
Gordon Conwell Theological Seminary
Masters
MassMutual Financial Group March 2014 - Present
MassMutual Financial Group March 2012 - March 2014
Babson Capital Management January 2006 - March 2012
Baystate Health March 2003 - December 2006
Skills
Financial Analysis, Fixed Income, Financial Reporting, Bloomberg, Finance, Equities, Hedge Funds, Investments, Financial Modeling, Asset Management, Mutual Funds, Securities, Financial Services, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Holyoke Community College 1999 — 2000
Associate of Science (A.S.), Business Studies
Bryant University 1998 — 1999
Business Administration and Management, General
Cathedral High School 1994 — 1998
Newfound Research LLC 2015 - Present
Babson Capital Management 2011 - 2015
Babson Capital Management 2007 - 2011
MML Investors Services LLC 2000 - 2007
Skills
Investments, Asset Management, Mutual Funds, Relationship Building, Strategic Thinking, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Business Development, Management, Fixed Income, Portfolio Management, Financial Services, Securities, Series 7, Investment Management
Education
American International College
MBA, Finance
Nichols College
Bachelor of Science, Business Administration
St. Germain Investment Management May 2006 - Present
Babson Capital Management May 2005 - May 2006
The Hartford July 1998 - March 2005
Advest, Inc. October 1996 - January 1998
Bristol-Myers Squibb January 1996 - October 1996
Skills
Microsoft Excel, Microsoft Word, Financial Structuring, Strategic Planning, Process Improvement, Sales, Customer Service, Financial Analysis, Financial Reporting, Cash Management, Auditing, Compliance, Project Management, Leadership, Problem Analysis, Team Building, Business Efficiency, Investments, Financial Audits, Department Budgeting, Streamlining Process, Process Redesign, Cash Flow Forecasting, Account Reconciliation, Payroll Services, Risk Analysis, Securities Lending, Financial Regulation
Education
Central Connecticut State University
Bachelor of Science (BS), Finance
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
Cerulean Pharma, Inc August 2014 - Present
LaVoie Health Science Strategic Communications January 2014 - August 2014
NIRI Boston September 2010 - June 2014
Synta Pharmaceuticals 2010 - 2013
Synta Pharmaceuticals 2007 - 2010
Sharon Merrill Associates 2005 - 2007
Babson Capital Management 2003 - 2004
State Street Bank 2000 - 2001
Millennium Pharmaceuticals 1998 - 1999
Skills
Internal Communications, Crisis Communications, Corporate Communications, Public Relations, Investor Relations, Strategic Communications, Media Relations, Drug Development, Oncology, Strategic Planning, Messaging, Strategy, Management, Clinical Development, Lifesciences, Clinical Trials, Communication Training, Biotechnology, Biopharmaceuticals, Leadership, Pharmaceutical Industry, Cancer, CRO, Medical Writing
Education
Boston University
Master of Science in Public Relations, Corporate Public Relations and Investor Relations
Mount Holyoke College
Bachelor of Arts, Psychology and Sociology
Covidien December 2013 - October 2014
Babson Capital Management July 2012 - August 2012
Skills
Microsoft Office, Bloomberg, Econometrics, Environmental Economics, SPSS, American History, Economics, Statistics, Financial Modeling, Financial Analysis, Analysis, Sarbanes-Oxley Act, Microsoft Excel, SQL, PowerPoint
Education
Central Connecticut State University 2015 — 2017
Master's degree, Data Mining, 3.0
Connecticut College 2011 — 2013
Bachelor's degree, Economics, 3.0
Hofstra University 2010 — 2011
Citi April 2015 - Present
Sandler O'Neill & Partners, L.P. March 2014 - April 2015
Citi August 2011 - March 2014
Babson Capital Management November 2006 - July 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Hedge Funds, Valuation, Private Equity
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Accounting and Finance
Boston College 2001 — 2005
BS, Finance, Accounting
City of Chicopee January 2014 - Present
H&R Block November 2012 - June 2013
Babson Capital Management 1987 - 2011
MassMutual Financial Group 1987 - 2011
Skills
Bloomberg Data License, Bloomberg Software, Bloomberg Terminal, Trade Operations, Commercial Paper Trader, Fund Accounting, Real Estate Accounting, Collateral Management, Microsoft Office, Project Management, Derivatives, Fixed Income, LOMA 280, Business Process..., Data Management, Experienced Business..., Internal Audit, Municipal Hospital..., Eagle PACE, Golden Source, Skyline, Financial Analysis, Tax Preparation, Income Tax, Tax Returns, Portfolio Management, Bloomberg, Securities, Accounting, Financial Reporting, Asset Management, Financial Accounting, Hedge Funds, Equities, Real Estate, Investments, Management
Education
Holyoke Community College
Associate Science Accounting, Accounting
Holyoke Community College
Associate Science Accounting, Accounting
Bay Path University
Babson Capital Management August 2015 - Present
Loomis, Sayles & Company April 2014 - August 2015
Natixis Global Asset Management June 2005 - April 2014
MetLife September 2004 - June 2005
New England Securities April 2002 - August 2004
Skills
Series 7, Mutual Funds, Securities, Investments, Series 24, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Equities, FINRA, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Risk Management, Wealth Management, Asset Management
Education
Bryant College 1993 — 1997
B.S., Marketing
EcoCapital Investment Management Limited August 2014 - Present
SAS Investment Management Ltd December 2012 - July 2014
Babson Capital Management June 2011 - August 2012
Babson Capital Management November 2009 - June 2011
SS&C Technologies June 2006 - October 2009
Fidelity Investments June 2004 - June 2006
Citizens Bank June 2002 - June 2004
Skills
Fund Accounting, General Ledger, Financial Reporting, Hedge Funds, Accounting, Performance Measurement, Performance Analysis, Compliance, Asset Management, Financial Modeling, Investment Management, Investments, Portfolio Management, Entrepreneurship, Leadership, Strategy, Financial Analysis
Education
Ghana Stock Exchange 2012 — 2012
Ghana Stock Exchange Certificate, Investments and Securities
Bay Path University 2009 — 2011
Master of Business Administration (MBA), Entrepreneurial Thinking & Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Operations Mgmt
Quinsigamond Community College 2000 — 2002
Associate of Science (A.S.), Accounting
Anfoega Senior Secondary School - V/R Ghana 1992 — 1995
SSCE, General Arts
Babson Capital Management August 2015 - Present
Virtus Investment Partners May 2013 - August 2015
Virtus Investment Partners May 2012 - January 2013
Enterprise Strategy Group May 2011 - August 2011
Skills
Financial Modeling, Bloomberg, Access, Accounting, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Investments, Series 7, Financial Planning, Microsoft Office, Finance, PowerPoint, Microsoft Word, Mutual Funds
Education
2016 Level II Candidate in the CFA Program
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance
Avon High School
Guggenheim Securities June 2014 - Present
Barclays Investment Bank December 2013 - April 2014
Sumitomo Mitsui Banking Corporation July 2012 - July 2013
Babson Capital Management January 2010 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Lotus Notes, Financial Modeling, Financial Analysis, Data Analysis, Syndications, Leveraged Finance, High Yield Bonds, Investments, Equities, High Yield, Valuation, Loans
Education
Arizona State University 2005 — 2009
B.S., Business
Babson Capital Management November 2014 - Present
Babson Capital Management April 2012 - November 2014
Babson Capital Management August 2009 - April 2012
Dividend Growth Advisors LLC May 2008 - August 2008
Skills
Bloomberg, Fixed Income, Asset Managment, Equities, Hedge Funds, Investment Research, Structured Finance, Compliance, Financial Analysis, Securities, Valuation, Investment Strategies, Derivatives, Asset Management
Education
Quinnipiac University 2010 — 2013
MBA
College of Charleston 2006 — 2009
BS, Business Administration / Finance
Babson Capital Management April 2014 - Present
Loomis, Sayles & Company May 2013 - April 2014
Loomis, Sayles & Company March 2009 - May 2013
Loomis, Sayles & Company November 2007 - March 2009
Loomis, Sayles & Company April 2006 - November 2007
Skills
Securities, Mutual Funds, Asset Management, Bloomberg, Hedge Funds, Alternative Investments, Equities, Series 7, Investments, Series 63, Fixed Income, Capital Markets
Education
Clark University
Bachelor of Science (BS), Psychology
North High School
Babson Capital Management June 2015 - Present
ISO New England September 2013 - May 2015
EnerNOC December 2012 - September 2013
Skills
Energy Markets, Energy Policy, Demand Response, SQL, SAS, Econometrics
Education
Boston University 2011 — 2012
Master's Degree, Economics
Eckerd College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
AXA Advisors October 2005 - Present
Babson Capital Management March 2004 - September 2005
Columbia Distributing June 2002 - September 2002
Skills
Strategic Financial..., Investment Strategies, Investment Management, College Education..., Investment Planning, Life Insurance Services, Small Business..., Retirement Planning, Employee Benefit..., Financial Planning, Long-Term Care Solutions
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Applied Science (BASc), Business Finance and Management Information Services (MIS)
Wilson H.S. 1995 — 1999
Professional Staffing Group May 2015 - Present
Brine Group January 2015 - May 2015
Robert Half International March 2011 - November 2014
TVH do Brasil July 2009 - March 2011
State Street January 2008 - August 2008
Babson Capital Management 2007 - 2008
Skills
Recruiting, Executive Search, Technical Recruiting, Talent Acquisition, Permanent Placement, Interviews, Financial Analysis, Financial Reporting, Corporate Finance, Customer Service, Microsoft Excel, US GAAP, Accounting, Key Performance..., Balanced Scorecard, Cash Flow, SAP ERP, Microsoft Office, SAP R/3, Strategic Financial..., ERP, Treasury, PowerPoint, QuickBooks, Financial Accounting, Microsoft Word
Education
Northeastern University 2005 — 2008
Bachelor of Business Administration, Finance and Marketing, 3.75 GPA
Boston University 2003 — 2005
Aerospace Engineering
Lexington High School 2000 — 2003
High School
International School of Brussels 1998 — 2000
Middle School
Colégio Divino Salvador 1990 — 1998
Travelers June 2015 - Present
Travelers October 2013 - June 2015
Travelers October 2009 - October 2013
Travelers January 2009 - October 2013
Central Connecticut State University January 2008 - December 2008
Babson Capital Management May 2007 - December 2008
Babson Capital Management June 2005 - May 2007
Skills
Business Analysis, Process Improvement, College Recruiting, SharePoint, Business Intelligence, IT Recruitment, Requirements Gathering, Requirements Management, User Acceptance Testing, Business Requirements, SDLC, Business Process, Metrics, Analytics, Quality Assurance, Analysis, Insurance
Education
Central Connecticut State University 2004 — 2008
Bachelor of Science (B.S.), Management Information Systems, General
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
USAA September 2014 - Present
Babson Capital Management May 2007 - September 2014
FI Consulting August 2005 - April 2007
State Board of Administration of Florida January 2005 - August 2005
Education
Florida State University 2003 — 2005
M.S., Financial Mathematics
Concord University 2000 — 2003
B.S., Computer Science/Mathematics
Wolters Kluwer Financial Services September 2015 - Present
Suffolk University: Sawyer Business School; Suffolk University Law School August 2012 - Present
Arete Research, LLC March 2010 - September 2015
Babson Capital Management January 2007 - March 2010
Standish Mellon Asset Management 2006 - 2007
JP Morgan Invest LLC 2004 - 2006
Fidelity Investments 1999 - 2004
John Hancock Financial Services 1998 - 1999
Skills
Series 7, Series 63, Series 24, Series 87, Securities, Asset Management, Mutual Funds, Equities, Financial Services, Policy, Alternative Investments, Legal Compliance
Education
Boston University School of Law 2000 — 2004
LL.M., Taxation
Suffolk University Law School 1993 — 1996
JD, Law
Suffolk University 1989 — 1993
BA, History and Communications, Double Major
Manulife Asset Management April 2010 - Present
State Street Global Advisors January 2001 - July 2010
Babson Capital Management 1997 - 2001
Skills
Fixed Income, Asset Management, Investments, ALM, Business Development, Currency, Emerging Markets, Investment Management, Investment Strategies, Portfolio Management, Product Management, Strategy, Capital Markets, Hedge Funds, Valuation, Alternative Investments, Bloomberg, Equities, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Bryant University 1993 — 1997
Bachelor of Science, Finance
Babson Capital Management March 2014 - Present
Central Piedmont Community College August 2012 - February 2014
Central Piedmont Community College January 2007 - July 2012
Central Piedmont Community College September 2006 - December 2006
Central Piedmont Community College August 2003 - August 2006
Skills
Higher Education, Distance Learning, Instructional Design, E-Learning, Curriculum Development, Curriculum Design, Teaching, Educational Technology, Classroom, Staff Development, Research, Adult Education, .NET, Microsoft SQL Server, ASP.NET, ASP.NET MVC, Business Intelligence, C#, SharePoint, VB.NET, Programming, Java, Databases, XML, T-SQL, Software Development, SSIS, SSRS, Program Management, Analysis Services, Visual Basic, Database Design, Visio, Visual Studio, Web Development, SQL, ASP, Operating Systems, Database Administration, Access, SDLC, JavaScript, Windows Server, HTML, CSS, Data Warehousing, Web Applications, TFS, Web Services
Education
Central Piedmont Community College 2002 — 2004
Associate's degree, Computer Programming
Universidad ICESI 1990 — 1995
Bachelor's degree, Information Systems Engineering
Social Venture Partners Boston June 2011 - Present
Associated Grant Makers June 2011 - August 2013
Massachusetts Business Alliance For Education January 2010 - July 2010
Massachusetts Business Alliance For Education September 2009 - December 2009
Babson Capital Management July 2007 - May 2009
Newport Asia May 2002 - June 2005
Newport Pacific October 2000 - May 2002
Brown Brothers Harriman October 1999 - July 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
Boston College 1995 — 1999
BS, Marketing
Babson Capital Management 1986 - Present
Skills
Investments, Equities, Fixed Income, Series 7, Portfolio Management, Asset Management, Bloomberg, Microsoft SQL Server, Business Analysis, Risk Management, Hedge Funds, Financial Analysis, Microsoft Excel, Financial Services, SDLC, High Yield
Education
Colorado State University 1980 — 1984
Babson Capital Management November 2007 - Present
Cantor Fitzgerald July 2002 - November 2007
Skills
Capital Markets, Bloomberg, Equities, Hedge Funds, Derivatives, Portfolio Management, Series 7, Asset Management, Alternative Investments, Trading, Fixed Income, Valuation, Investments, Financial Modeling, Securities, Equity Research, Investment Banking, FX Options
Education
Babson College 1998 — 2002
Finance, Economics
Kent School 1995 — 1998
High School
Babson Capital Management May 2000 - Present
Massachusetts Mutual January 1998 - May 2000
Park West Bank and Trust Company August 1988 - January 1998
Federal Reserve Bank of Boston September 1980 - August 1988
Skills
High Yield, Fixed Income, Asset Management, CDO, Asset Allocation, Structured Finance, CLO, MBS, Private Equity, Equities, Investments, Structured Products, ABS, Portfolio Management, Alternative Investments, Hedge Funds
Education
American International College 1984 — 1988
Bachelor's degree, Finance, General, 3.83
Babson Capital Management 2012 - Present
Babson Capital Management June 2009 - December 2012
UBS Investment Bank August 2007 - June 2009
UBS Financial Services, Inc. July 2005 - July 2007
BlackRock June 2004 - September 2004
Skills
Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Financial Modeling
Education
Columbia University in the City of New York
Bachelors of Science
The Lawrenceville School
Chapdelaine & Co. December 2009 - Present
Babson Capital Management 2001 - 2005
Neuberger Berman 1995 - 1999
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Hedge Funds, Investments, Asset Management, Portfolio Management, Securities, Derivatives
Education
Hofstra University 1999 — 2001
MBA, Finance
Clarkson University 1989 — 1994
Shake Shack July 2014 - Present
DigitalGlobe September 2012 - Present
Ernst & Young LLP August 2008 - January 2012
Protiviti January 2008 - May 2008
Protiviti September 2006 - December 2007
Sun Life Financial January 2006 - September 2006
Babson Capital Management May 2005 - August 2005
Skills
Enterprise Risk..., Sarbanes-Oxley, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Audit, Internal Controls, IT Audit, CISA, External Audit
Education
Bentley University 2002 — 2006
B.S. Corporate Finance & Accounting
Somers High School 1998 — 2002
Boston Youth Symphony Orchestras January 2013 - Present
Babson Capital Management LLC November 2005 - Present
Babson Capital Management October 2005 - Present
Wellington Management Co LLP 1997 - 2004
First Data Investor Services Group (PFPC) 1994 - 1997
Skills
Executive Pay, Talent Management, Process Improvement, Employee Benefits, Change Management, Talent Acquisition, Incentive Programs, Managing Managers, Deferred Compensation, Compensation & Benefit, Certified Compensation..., Certified Benefits..., Financial Analysis, Financial Services, Succession Planning, Forecasting, Human Resources, Finance, Employee Relations, Salary, Executive Management, Strategy, Due Diligence, Strategic Planning, Compensation Structures, Analysis, Performance Management, HRIS, Personnel Management, Accounting
Education
Northeastern University 1992 — 1996
Master of Business Administration (M.B.A.), Business/Managerial Economics
Clark University 1983 — 1987
BA, Economics/Finance
Babson Capital Management September 2013 - Present
Scottish Re March 2004 - September 2013
Bear Stearns January 2001 - December 2003
Prudential Securities January 2000 - December 2000
Scudder Investments March 1994 - January 1998
Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, General
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
High School
High School
Earthjustice September 2012 - Present
Federal Trade Commission August 2009 - August 2012
Combined Properties, Incorporated August 2006 - July 2009
Babson Capital Management July 2005 - July 2006
Skills
Data Analysis, Budgets, Finance, PowerPoint, Analysis, Project Management, Microsoft Word, Negotiation, Forecasting, Process Improvement, Customer Service, Microsoft Excel, Financial Reporting, Change Management, Project Planning, Business Analysis, Policy, Microsoft Office, Research, Accounting
Education
The George Washington University - School of Business 2006 — 2008
MS, Finance
Boston College 2002 — 2006
BA, Economics, Mathematics
Babson Capital Management September 2012 - Present
Babson Capital Management May 2008 - September 2012
Babson Capital Management June 2005 - April 2008
Skills
Customer Service, Training, Communication, Disaster Recovery, Leadership, Network Security, Problem Solving, Security Management, User Acceptance Testing, IT Audit, Social Media, Security, Change Management, Vendor Management, SDLC, Sales, Business Process, Business Analysis
Education
Bay Path College 2012 — 2015
Masters, Communication and Information Management
University of Massachusetts, Amherst 2002 — 2005
Bachelor, Communication
Salem State University 2001 — 2002
Bachelor, Marketing
Cigna January 2015 - Present
UHS November 2013 - January 2015
Babson Capital Management October 2010 - January 2013
The TJX Companies June 2008 - September 2010
Skills
Deferred Compensation, Employee Relations, Economics, PowerPoint, Financial Modeling, Financial Analysis, Compensation Structures, Talent Management, Due Diligence, Budgets, Equities, Business Analysis, Analysis, Forecasting, Employee Benefits, Project Management, Recruiting, Human Resources, Accounting, Management
Education
Brandeis University, Lemberg - International Business School
Master of Business Administration (M.B.A.), Business
Colgate University
Bachelor's Degree, English Literature
MassMutual Financial Group November 2014 - Present
Babson Capital Management August 2005 - October 2014
enherent 2001 - 2005
PCL Mindware 1996 - 1997
Skills
Equities, Fixed Income, Data Warehousing, SDLC, Business Analysis, Business Intelligence
Education
Anna University 1994 — 1995
PG Diploma, Operations Research
Bharathiar University 1988 — 1992
B E, Computer Science and Engg
MassMutual Financial Group 2012 - Present
Babson Capital Management March 2008 - March 2012
Babson Capital Management October 2005 - March 2008
Voya Investment Management 1998 - October 2005
Skills
Bloomberg, Fixed Income, Equities
Education
Western New England College 2001 — 2008
MBA
Central Connecticut State University 1995 — 1997
Bachelor of Arts (B.A.)
Capital Community College 1993 — 1995
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Standard Life Investments March 2013 - Present
Eaton Vance 2010 - 2013
Babson Capital Management July 2009 - October 2010
Eaton Vance May 2008 - October 2008
T Rowe Price May 2007 - August 2007
Education
Boston College 2005 — 2009
BS, Finance, Accounting, History
Babson Capital Management April 2014 - Present
Babson Capital Management March 2013 - March 2014
Babson Capital Management November 2008 - March 2013
MassMutual July 2007 - December 2009
Bingham McCutchen 2001 - 2007
Skills
Securities Regulation, Derivatives, Corporate Governance, Investment Advisory
Education
Northwestern University School of Law 1998 — 2001
JD
Brown University 1992 — 1995
A.B., Classics
Advent Intermodal Solutions LLC July 2015 - Present
Babson Capital Management October 2007 - July 2015
Babson Capital Management March 2003 - October 2007
Byte Consulting October 2000 - October 2007
Morgan Stanley June 2002 - March 2003
Lehman Brothers January 2001 - June 2002
Wintech International March 2000 - October 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Fixed Income, Agile Methodologies, Data Warehousing, Vendor Management, Structured Finance, Capital Markets, Derivatives, Software Project..., Bloomberg, Global Asset Management, Trading Systems, Enterprise Software, Microsoft SQL Server, C#, Agile Project Management, .NET, Loans, Offshore Management, BankLoans, Swaps, Equity Swaps, Credit Management, Web Services, PHP, HTML, HTML5, CSS, JavaScript, Management, Integration, Asset Management, Databases, Investments, Leadership, Portfolio Management, Program Management, SOA, Requirements Gathering, ASP.NET MVC
Education
Bharathidasan University 1995 — 1999
B.E, Computer Science and Engineering
SACET 1995 — 1999
BE, Computer science
Babson Capital Management Mutiple roles: project management, analysis, coding, testing, project leadProject ManagerMassMutual Financial GroupNovember 1982 - July 2007
Skills
Deriviatives, Trading...
Education
Boston University 1977 — 1981
BA, Biology
Babson Capital Management May 2014 - Present
MassMutual Financial Group November 2007 - May 2014
Skills
Financial Analysis, Financial Reporting, Fixed Income, Derivatives, Accounting, General Ledger, Investments, Bloomberg, Asset Management, Equities, Account Reconciliation, Strategic Financial..., Financial Accounting, Mutual Funds, Portfolio Management
Education
Bay Path University 2010 — 2011
MS
Bay Path University 2008 — 2010
BA
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Island Capital Group / C-III Capital Partners July 2008 - Present
JPMorgan Securities June 2005 - June 2008
Babson Capital Management 2002 - 2005
Charter Research 1998 - 2000
State Street BankS June 1996 - June 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
MBA
Penn State University 1992 — 1996
MassMutual Financial Group June 2010 - Present
Babson Capital Management January 2008 - June 2010
MassMutual November 2001 - December 2007
MassMutual 1999 - 2001
Skills
Fixed Income, Mutual Funds, Stable Value, Capital Markets, Medium term notes, Separate Accounts, SOX Compliancy, Risk Management, APL, FINRA, Securities, Series 63, Portfolio Management, 401k, Equities, Financial Analysis, Asset Management, Series 7
Education
College of Our Lady of the Elms
BA, Mathematics, Business Administration
Babson Capital Management November 2013 - Present
Perella Weinberg Partners February 2010 - September 2013
Cyrus Capital Partners November 2008 - May 2009
Credit Suisse October 2007 - November 2008
Bond New York August 2006 - October 2007
Skills
Marketing, Management, Equity Research, Real Estate, Investor Relations, Hedge Funds, Asset Management, Investments, Investment Banking, Equities
Education
City University of New York-Hunter College 2002 — 2006
Psychology
Travelers July 2014 - Present
The Travelers August 2012 - June 2014
The Hartford July 2010 - August 2012
SeaChange International June 2009 - July 2010
DiCicco, Gulman & Company January 2009 - April 2009
Northwestern Mutual May 2008 - December 2008
Babson Capital Management May 2007 - August 2007
Hamilton Sundstrand June 2005 - January 2007
Skills
Cross-functional Team..., Financial Analysis, Data Analysis, Process Improvement, Salesforce.com, Product Management, Management
Education
University of Hartford 2012 — 2016
Master of Business Administration (MBA), Business Analytics
Bentley University 2004 — 2008
BS, Economcis - Finance
Babson Capital Management June 2014 - Present
Brookside Mezzanine Partners November 2013 - May 2014
Romney for President July 2012 - November 2012
US Trust August 2008 - July 2012
Romney for President, Inc. January 2007 - February 2008
National Republican Senatorial Committee September 2006 - December 2006
U.S. House of Representatives May 2005 - July 2005
Skills
Public Policy, Policy Analysis, Research, Private Equity, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
St. Lawrence University 2002 — 2006
Franklin College Switzerland 2005 — 2005
Millbrook School 1999 — 2002
Babson Capital Management September 2014 - Present
Hartford Investment Management Company September 2005 - August 2014
Hartford Investment Management August 2004 - September 2005
The Hartford October 2001 - August 2004
The Hartford July 1999 - October 2001
Skills
Investments, Bloomberg, Microsoft Office, Finance, Accounting, Derivatives, Trading, Investment Management, Account Reconciliation, Risk Management, Sarbanes-Oxley Act, Sarbanes-Oxley, Operational Risk..., Vendor Management, Model Governance, Valuation
Education
Albertus Magnus College 2003 — 2007
Bachelor of Science in Business Management from the Tagliatela School of Business and Leadership
BNY Mellon January 2012 - Present
Navigant April 2011 - October 2012
Babson Capital Management June 2009 - April 2011
BlackRock Financial Management November 2006 - June 2009
Education
College of the Holy Cross 1997 — 2001
BA, Political Science
Babson College - Franklin W. Olin Graduate School of Business
Babson Capital Management January 2014 - Present
Cole February 2012 - January 2014
Fidelity Investments January 2006 - February 2012
Citizens Bank January 2005 - January 2006
Major Wirehouse Firm June 2004 - January 2005
Skills
Series 7, Capital Markets, Consultative Selling, Institutional, Microsoft Office, Insurance, New Business Development, Alternative Investments, Relationship Management, Presentations, Mutual Funds
Education
Wharton School, University of Pennsylvania 2011 — 2011
CIMA, Certified Investment Management Analyst
Anna Maria College
Bachelors of Science, Business Administration
Oakmont Regional
Babson Capital Management April 2013 - Present
Invesco Ltd. October 2009 - April 2013
LongVue Advisors September 2008 - April 2009
JPMorgan Chase July 2007 - September 2008
MacKay Shields June 2006 - August 2006
Skills
Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Hedge Funds, Series 7, Equity Research, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Asset Managment, Alternative Investments, Zephyr Style Advisor, Private Equity, Chartered Financial..., Investment Management, Wealth Management, Due Diligence, Fund Of Funds
Education
Bryant University 2003 — 2007
BSBA, Finance
CUHK School of Business, The Chinese University of Hong Kong 2011 - Present
Babson Capital Management 2004 - 2013
AIG Global Investment Corporation 1996 - 2004
JP Morgan Securities Inc. 1995 - 1996
JP Morgan Trust Bank Ltd. 1990 - 1994
Merrill Lynch Capital Markets 1988 - 1990
The First Boston Corporation 1984 - 1988
Skills
Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Private Equity, Risk Management, Asset Managment, Bloomberg, Management, Capital Markets, Derivatives, Valuation, Equities, Structured Products, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Mathematical Methods in Engineering and Operations Research
Stanford University
Ph.D., Operations Research
Stanford University
M.S., Operations Research
GW&K Investment Management November 2013 - Present
AlphaOne Capital Partners LLC September 2009 - November 2013
OFI Institutional Asset Management March 2006 - August 2009
Babson Capital Management May 2005 - March 2006
Jesup & Lamont 1999 - 2005
KPMG 1996 - 1998
Skills
Asset Management, Equity Research, Series 7, Equities, Financial Analysis, Alternative Investments, Hedge Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Investment Management, Valuation, Mutual Funds, Fixed Income, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Accounting
Colgate University 1992 — 1996
Bachelors, Economics and German
Babson Capital Management June 2010 - Present
MassMutual Financial Group May 2004 - June 2010
Babson Capital Management November 2001 - May 2004
MassMutual Financial Group November 1999 - November 2001
PriceWaterhouseCoopers 1995 - 1998
Coopers and Lybrand 1995 - 1998
Education
Suffolk University - Sawyer School of Management
MBA, Business Management
College of Our Lady of the Elms 1991 — 1995
Bachelor, Accounting
Braemar Advisors, LLC January 2015 - Present
UBS January 2014 - November 2014
UBS February 2011 - January 2014
Braemar, LLC October 2008 - February 2011
Babson Capital Management October 2000 - September 2008
Loomis Sayles September 1997 - September 2000
State Street Research October 1986 - September 1997
Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management
Education
Boston University Questrom School of Business
MS/MIS
University of Notre Dame
BBA
Babson Capital Management October 1988 - Present
North American Investment Corp. September 1986 - October 1988
Arthur Young & Company July 1984 - September 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
Brandeis University 1978 — 1982
Bachelor of Science (BS), Economics
Babson Capital Management January 2013 - Present
HSH Nordbank 2008 - December 2012
Ambac 2003 - 2008
Credit Suisse First Boston 1991 - 2002
Skills
Project Finance, Origination, Structured Finance, Structuring, Debt, Capital Markets, Credit Analysis, Leveraged Finance, Transaction, Structured, Mergers, Renewable Energy, Solar, Restructuring, Solar Energy, Financial Structuring, Financial Transactions, Investment Banking, Mergers & Acquisitions, Corporate Finance, Loan Origination, Due Diligence, Private Equity, Risk Management, Venture Capital, Finance, Emerging Markets, Credit, Investments, ABS, Loans, Syndications, Credit Risk, Valuation, Equities, Portfolio Management, Debt Restructuring, M&A experience, Fixed Income, Trading, Alternative Investments
Education
Pace University 1987 — 1991
MBA, Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Babson Capital Management April 2001 - June 2014
Manpower Inc. 1997 - 2001
Skills
Excel, Word, Financial Reporting, Audit, Accounting, Process Improvement, Access, Business Analysis, PowerPoint, SAP, Microsoft Office, Outlook, Problem Solving, Team Leadership, Mentoring, Database Administration, Due Diligence, Visual Basic, Financial Analysis, Analysis, Financial Accounting, Finance, Internal Controls, General Ledger, Investments, SharePoint, Mutual Funds, Account Reconciliation, Project Management, US GAAP, Asset Management, Auditing, Bloomberg, Budgets, Equities, Fixed Income, Insurance, Microsoft Excel, Microsoft Word, Strategic Financial...
Education
University of Massachusetts Isenberg School of Management 2010 — 2014
Master's degree, Business Administration and Management, General
American International College 1999 — 2001
BS, Accounting
Asnuntuck Community College 1996 — 1998
Associates, Accounting
Babson Capital Management April 2015 - Present
MLex Market Insight July 2014 - March 2015
MLex Market Intelligence August 2013 - July 2014
Bloomberg News January 2013 - March 2013
Medill National Security Journalism Initiative September 2012 - December 2012
Associated Press August 2012 - August 2012
Medill News Service, Washington, D.C. June 2012 - August 2012
Medill News Service, Chicago January 2012 - June 2012
System Planning Corporation October 2008 - May 2011
Skills
Financial Regulation, Securities Regulation, Banking, Business Journalism, Writing, Editing, Social Media, Breaking News, Congress, Broadcast, Public Relations, Final Cut Pro, Video Editing, Bloomberg Terminal, AP Style, CMS, ENPS, Photoshop, Energy Security, HTML, Cyber-security
Education
Northwestern University 2011 — 2012
Master's degree, Journalism / Media
Bucknell University 2004 — 2008
BA, English, Art History
The Lawrenceville School 2000 — 2004
Standish Mellon Asset Management March 2010 - March 2012
MFS Investment Management March 2007 - November 2008
Babson Capital Management May 2000 - October 2006
State Street Research April 1992 - May 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Marketing, Finance, Organization
Bryn Mawr College 1982 — 1986
A.B., Economics, Political Science
Trust Company of the West December 2014 - Present
Babson Capital Management June 2012 - May 2014
Conning Asset Management August 2008 - July 2012
Trust Company of the West April 1992 - February 2008
Axel Johnson Inc. September 1987 - April 1992
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Finance
Rensselaer Polytechnic Institute 1982 — 1985
BS, Mechancial Engineering
Babson Capital Management March 2013 - Present
Data-Mail April 2010 - March 2013
Oklahoma State University August 2008 - June 2010
Accenture June 2005 - December 2007
Skills
SSIS, SSRS, WCF, jQuery, Database Design, Entity Framework, C# 4.0, .NET, Visual Studio, Microsoft SQL Server, SQL, VB.NET, ASP.NET, Databases, Visual Basic, C#, XML, IIS, Java, HTML, T-SQL, Visual C#
Education
Oklahoma State University 2008 — 2009
MIS, Information Systems
Anna University 2001 — 2005
Bachelor of Engineering, Electronics and Communications
Babson Capital Management January 2011 - Present
MassMutual Financial Group August 2009 - December 2010
MassMutual Financial Group November 2008 - May 2009
Skills
Microsoft Word, Presenter, Process Improvement, Insurance, Fixed Annuities, Business Analysis, Project Management, Data Analysis, Customer Service, Leadership, Strategic Financial..., Change Management, Financial Modeling, Investments, Team Leadership, Financial Analysis, Risk Management, Portfolio Management
Education
Creighton University 2009 — 2012
M.S., Securities Analysis, 4.0
Bay Path University 2007 — 2009
MBA, Entrepreneurial Thinking & Innovative Practices
Western New England University 2001 — 2005
B.S., Management
Holyoke Community College 1999 — 2001
Associates, Management
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
BMO Capital Markets January 2011 - Present
Nexar Capital November 2009 - May 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2005 - 2008
Bear Stearns 1996 - 2005
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Lehigh University 1987 — 1991
BS, Industrial Engineering
Retired January 2013 - Present
Korn/Ferry International 2010 - 2012
OppenheimerFunds 2001 - 2009
MassMutual Financial Group 1997 - 2001
Babson Capital Management 1993 - 1997
Liberty Financial Services 1977 - 1993
Arthur Andersen & Co 1972 - 1977
Skills
Mergers & Acquisitions, Alternative Investments, Fixed Annuities, Defined Benefit, Financial Services, Mutual Funds, Equities, Retirement, Investments, Asset Managment, Fixed Income, Talent Management, Management Consulting, Investment Management, Hedge Funds, Due Diligence, 401k, Asset Management, Securities, Series 7
Education
Boston College 1967 — 1971
Bachelor of Science (BS)
Babson Capital Management September 2008 - Present
Merrill Lynch 2006 - 2008
Westpac 1998 - 2006
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Investments, Portfolio Management, Equities, Investment Banking, Derivatives, Private Equity, Structured Finance, Structured Products, Financial Markets
Education
RMIT University 1987 — 1991
Bachelor of Business, Commerce, accounting
Institute of Chartered Accountants in Australia
University of Melbourne - Melbourne Business School
Investment Advisor in Greater Hartford July 2015 - Present
Babson Capital Management November 2012 - July 2015
FCLG April 2011 - July 2015
Hartford Investment Management July 2007 - November 2012
PFM Asset Management, LLC January 2006 - July 2007
Hartford Financial Services January 2003 - December 2005
The Hartford Financial Services June 2000 - January 2003
Education
Albertus Magnus College 2010 — 2012
Master of Business Administration (MBA), Business Administration
The University of Connecticut 2001 — 2005
Bachelor’s Degree, Business and Technology
Hartford CT area Investment Management firm June 2012 - Present
Babson Capital Management April 2002 - June 2012
MassMutual Financial Group December 1999 - April 2002
Skills
Derivatives, Back Office, Collateral Management, Mutual Funds, Financial Reporting, Swaps, FX Options, Credit Derivatives, Sarbanes-Oxley Act, Trading Systems, Financial Accounting, SAP, General Ledger, Microsoft Excel, Options, Interest Rate..., Hedge Funds, Asset Managment, Investments, Asset Management, Accounting, Fixed Income, Capital Markets, Financial Analysis, Bloomberg, Alternative Investments, Portfolio Management, Equities
Education
American International College 1993 — 1995
MBA, Finance
Babson Capital Management December 2007 - Present
MassMutual Financial Group December 2007 - Present
Dechert LLP January 2006 - December 2007
Eli Lilly and Company 2002 - 2005
Eli Lilly and Company 1995 - 1999
US Securities and Exchange Commission 1993 - 1995
Dechert LLP 1989 - 1993
Skills
Compliance, Corporate Governance, Securities Law, Mutual Funds, Securities Regulation, Investments, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Securities
Education
Duke University School of Law 1986 — 1989
J.D.
Brown University 1982 — 1986
A.B., International Relations
MassMutual Financial Group July 2008 - Present
Babson Capital Management May 2006 - July 2008
Merrill Lynch Investment Managers January 1995 - May 2006
Dilworth Paxson September 1991 - January 1995
Skills
Asset Management, Corporate Governance, FINRA, Risk Management, Mutual Funds, Investments, Securities Regulation, Financial Services, Securities, Alternative Investments, Hedge Funds, Series 7, Investment Advisory, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania Law School 1988 — 1991
J.D., cum laude
Brown University 1984 — 1988
A.B., Business Economics
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
Deloitte & Touche LLP September 2009 - Present
Babson Capital Management May 2007 - August 2007
Skills
CISA, Sarbanes-Oxley, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Financial Analysis, Finance, Risk Management, Corporate Finance
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
TIAA-CREF April 2011 - Present
WR Huff Energy Fund, LLC March 2007 - November 2009
Independent Consulting Geologist and Investment Advisor May 2003 - February 2007
Babson Capital Management November 1997 - May 2003
John S. Herold August 1994 - September 1997
John Hancock Mutual Life Insurance Company September 1988 - August 1994
The Louisiana Land & Exploration Company May 1982 - April 1988
Conoco, Inc. September 1978 - May 1982
Skills
Private Equity, Valuation, Energy, Equities, Investments, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking
Education
Boston College - Carroll School of Management 1988 — 1990
MBA, Finance
Rensselaer Polytechnic Institute 1976 — 1978
MS, Petroleum Geology & Reservoir Engineering
Queens College, CUNY 1970 — 1975
BA, Geology & Mid-Eastern History
TIBURON CAPITAL MANAGEMENT, LLC March 2012 - Present
CREDIT VALUE PARTNERS November 2010 - May 2011
ALCENTRA June 2010 - August 2010
Babson Capital Management November 2006 - May 2008
LEHMAN BROTHERS July 2005 - November 2006
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Finance
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Health and Societies
Babson Capital Management June 2013 - Present
Babson Capital Management April 2013 - June 2013
Babson Capital Management April 2010 - April 2013
Babson Capital Management July 2008 - April 2010
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Investments, Asset Allocation, Investment Strategies
Education
Bryant University
BSBA, Finance, w/ Legal Studies minor
Babson Capital Management March 2013 - Present
Biomet December 2012 - February 2013
Nomura Securities May 2012 - November 2012
KPMG July 2010 - April 2012
Expedia August 2008 - June 2010
TGP Associates April 2008 - June 2008
Skills
T-SQL, SQL Tuning, Microsoft SQL Server, SSIS, SSRS, Log Shipping, Database Mirroring, Clustering, Data Warehousing, ETL, Mirroring, Cluster, Replication, SQL, Databases, Data Migration, Performance Tuning, Database Design, Data Modeling, Oracle
Education
Bangalore University
Bachelors in Engineering
Babson Capital Management April 2003 - Present
PNC July 1990 - March 2003
Skills
Private Equity
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Duquesne University 1987 — 1990
Bachelor of Science (B.S.), Finance, General
Babson Capital Management March 2014 - Present
Standish Management, LLC June 2013 - December 2013
PricewaterhouseCoopers August 2009 - May 2013
Skills
Auditing, Private Equity, US GAAP, SEC filings, Accounting, Financial Reporting, Financial Accounting, GAAP, Financial Analysis, Assurance, External Audit, Financial Statements, Microsoft Excel, PowerPoint, Venture Capital, Revenue Recognition, Microsoft Office, Tax Accounting, General Ledger, Consolidation, Financial Audits, Account Reconciliation, QuickBooks, Real Estate, Business Valuation, Due Diligence, Internal Controls, Big 4, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2008 — 2009
Masters, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelors, Accounting
Boston Latin School
Harriet A. Baldwin
Babson Capital Management December 2012 - Present
Babson Capital Management July 2009 - December 2012
Fidelity Investments June 2008 - August 2008
Skills
Equity Research, Financial Modeling, Hedge Funds, Fixed Income Analysis, Leveraged Finance, Special Situations..., Value Investing, Valuation, Bloomberg, Equities, Investments, Portfolio Management, Trading
Education
Boston College 2005 — 2009
B.S., Finance and Economics, Cum Laude
Babson Capital Management August 2015 - Present
Discover Financial Services January 2014 - August 2015
Principle Solutions Group (Duke Energy) November 2013 - December 2013
Cardinal Solutions October 2012 - November 2013
Lash Group August 2011 - October 2012
Mariner March 2011 - August 2011
Mariner October 2009 - March 2011
Follett Software March 2007 - October 2009
Skills
SSIS, SSRS, T-SQL, XML, C#, PL/SQL, Database Design, Data Warehousing, SQL Server, Business Intelligence, Data Warehouse..., Microsoft SQL Server, Data Modeling, Analysis Services, Dimensional Modeling, ETL
Education
Bob Jones University 2002 — 2006
B.S., Information Technology
Cigna August 2012 - Present
Babson Capital Management November 2007 - October 2011
MassMutual Financial Group February 1997 - November 2007
Dairy Mart Convenience Stores September 1994 - February 1997
Skills
SAP, Excel, Word
Education
Bentley College 1991 — 1994
Masters of Business Administration, Business
University of Massachusetts, Amherst 1984 — 1988
Bacjelor of Business Administration, Finance
Hartford area Investment firm April 2014 - Present
Babson Capital Management January 2007 - April 2014
Skills
Microsoft Excel, VBA, Microsoft Office, Outlook, SAP R/3, SAP BW, Wings, Financial Reporting, Collateral Management, Back Office, Derivatives
Education
American International College 1994 — 1996
BSBA, Accounting
MH Advisory 2014 - Present
Babson Capital Finance, LLC 2013 - 2014
Babson Capital Management 2009 - 2012
Babson Capital Management 1990 - 2009
TIAA-CREF 1985 - 1990
Skills
Portfolio Management, Hedge Funds, Investments, Private Equity, Investment Management, Alternative Investments, Asset Management, Equities, Securities, Finance, Fixed Income, Mutual Funds, Financial Analysis, Financial Services, Microsoft Excel, Board of Directors, Investment Advisory, Business Advisory
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Bowdoin College 1979 — 1983
Bachelor of Arts, English
Massachusetts Institute of Technology (MIT) July 2014 - Present
Fresenius Medical Care January 2011 - July 2014
Babson Capital Management 2008 - 2010
EMC 2006 - 2008
MFS Investment Management June 2005 - January 2006
Skills
Deferred Compensation, Human Resources, Management, Employee Benefits, HRIS, Performance Management, Employee Relations, Onboarding, Process Improvement
Education
Northeastern University 2010 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boston Latin School 1996 — 2002
High School
Babson Capital Management September 2014 - Present
Strategic Outsourcing, Inc. July 2009 - Present
BB&T June 2013 - August 2014
Comprehensive Benefits Solutions May 2007 - July 2009
Fidelity Investments 1996 - 2005
Skills
Mergers, ERISA, Microsoft Excel, Lexis, Employee Benefits, Insurance, Westlaw, Employment Law, Legal Research, Editing
Education
Bridgewater State College 1993 — 1995
Bachelor's degree, English Literature
Plymouth State University
Babson Capital Management April 2010 - Present
Wells Fargo Securities August 2005 - April 2010
Wachovia Capital Markets June 2003 - August 2005
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Babson Capital Management September 2014 - September 2015
Wells Fargo 2010 - 2014
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Leadership, Sales, Customer Service, Process Improvement, Financial Analysis, Outlook
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Accounting
Harding High School
Babson Capital Management
Skills
Bloomberg
Education
Bay Path College