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
Babson Capital Management 2013 - Present
Outrigger Capital, LLC 2009 - 2013
Deutsche Bank 2003 - 2008
Fidelity Investments 1995 - 2003
Skills
Hedge Funds, Mutual Funds, Financial Advisory, Investment Management, Managed Futures, Commodity, Alternative Investments, Series 7, Series 63, Investment Advisory, Asset Managment, Asset Allocation, Retirement Planning, Capital, Asset Management, Separately Managed..., Institutional..., Investments, Financial Services, Portfolio Management
Education
Saint Michael's College 1987 — 1990
BS, Political Science
Don Bosco Prep 1983 — 1986
Cisco Systems May 2013 - Present
Cisco Systems March 2010 - May 2013
AVUG 2012 - 2012
TANDBERG March 2010 - June 2010
Babson Capital Management June 2003 - March 2010
Solve-Tech Solutions, LLC June 2000 - June 2003
Cornerstone Real Estate Advisers, LLC November 1999 - June 2000
Tobin Systems Consulting, Inc. October 1998 - November 1999
Skills
Telepresence, Unified Communications, Cisco Technologies, Video Conferencing, Network Architecture, Cisco Call Manager, VoIP, Tandberg, H.323, Collaboration Solutions, IP, SIP, Virtualization, Cisco IOS, Managed Services, Security, Cloud Computing, Data Center, Routing, Pre-sales, Networking, Ethernet, Enterprise Software, Integration, Servers, MPLS, Microsoft Exchange, Network Design, WAN, Switches, IT Service Management
Education
The University of Connecticut 2004 — 2006
University of Vermont 1996 — 1998
Secondary Education, English Language and Literature, General
Babson Capital Management March 2014 - Present
Timberland Investment Resources, LLC January 2013 - March 2014
CapitalSouth Partners January 2012 - May 2012
Grupo Empresarial Sama February 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Emerging Markets, Latin America, Credit Research, Corporate Finance, Fixed Income Markets, High Yield Debt, Relative Value Analysis, Alternative Investments, Timberland Investments, Leveraged Finance
Education
Wake Forest University Schools of Business 2011 — 2013
MBA, 3.71 GPA
Universidad de Costa Rica 2004 — 2008
Bachiller en Direccion de Empresas
Minutemen Equity Fund September 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - Present
Babson Capital Management June 2015 - August 2015
State Street August 2014 - November 2014
Liberty Mutual Insurance June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
TGI Fridays June 2013 - January 2014
Abercrombie & Fitch November 2010 - August 2013
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Microsoft Office, Investments, Valuation, Communication Skills, Data Analysis, Presentation Skills, Bloomberg
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics Double Major, 3.8 GPA
Flow Traders July 2013 - Present
Flow Traders December 2010 - July 2013
DiscoverSevilla September 2009 - December 2009
Goldman Sachs January 2008 - June 2008
Babson Capital Management January 2007 - August 2007
Skills
Equities, Account Reconciliation, Management, Financial Analysis, SAP, Middle Office, Bloomberg, General Ledger, Accounts Payable, Spanish, Financial Modeling, Proprietary Trading, ETFs, Recruiting, ADP Payroll, Employee Benefits
Education
Washingtonville High School
Washingtonville High School
Northeastern University 2005 — 2010
Bachelor of Science, Major: Business Administration; FinanceMinor: International Affairs
Universitat d'Alacant 2008 — 2008
Spanish Language and Culture
Babson Capital Management October 2013 - Present
Travelers April 2012 - September 2013
Kaplan International Colleges February 2011 - September 2011
The Fireplace February 2010 - June 2011
Top of the Hub 2007 - 2009
Skills
Highly detail oriented, Motivated self-starter, Interpersonal Savvy, Energetic team player, Artistic Vision, English grammar, Microsoft Office, Teamwork, Tutoring, Management, Resume Writing, Applicant Tracking..., Workers Compensation, Human Resources, Building Relationships, Onboarding, College Recruiting, Hiring, Talent Acquisition, Interviews, Organizational..., Process Scheduler, Organization &..., Administrative..., Taleo, Temporary Placement, Telephone Skills, Data Entry, Public Speaking, PeopleSoft
Education
Boston Language Institute 2010 — 2010
Certificate to Teach English as a Foreign Language, ESL
Wheaton College (MA) 2001 — 2004
Bachelor of Arts (B.A.), Fine and Studio Arts
Rhode Island School of Design 2002 — 2002
Babson Capital Management July 2014 - Present
Post Advisory Group April 2011 - July 2012
Dorchester Capital Advisors, LLC August 2006 - April 2011
Skills
Investor Relations, Hedge Funds, High Yield Bonds, Alternative Investments, Equities, Mutual Funds, Investments, Investment Management, Fixed Income, Financial Analysis, Bloomberg, Securities, Equity Research, Corporate Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Copenhagen Business School 2013 — 2013
Pepperdine University 2002 — 2006
B.S., Business Administration
Accenture Federal Services May 2010 - Present
Babson Capital Management July 2000 - September 2009
Hartford Hospital November 1997 - June 2000
Skills
Data Warehousing, Integration, Requirements Gathering, Database Design, Business Analysis, Business Requirements, SharePoint, Program Management, SDLC, Data Modeling, Systems Analysis, Requirements Analysis, Business Intelligence, Visio, Software Project..., ETL, Business Process, PL/SQL, Information Technology, Oracle SQL Developer, Oracle Webcenter Portal..., HTML5, JavaScript, jQuery, CSS
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
BS, Computer Science
University of New Orleans
MBA, Business Administration
Babson Capital Management March 2001 - Present
Skills
Investments, Risk Management, Leadership, Financial Analysis, Business Analysis, Finance, Financial Services, Insurance, Portfolio Management, Strategy
Education
University of Connecticut 1992 — 1994
Master's Degree, Mathematics
Sichuan University 1988 — 1991
Master's Degree, Economics
Sichuan University 1984 — 1988
Bachelor's Degree, Economics
Babson Capital Management May 2013 - Present
MassMutual Financial Group November 2009 - May 2013
Skills
Microsoft Office
Education
University of Connecticut 2006 — 2009
Bachelor of Arts (BA), Economics
State Street January 2014 - Present
Babson Capital Management May 2014 - August 2014
Country Club of Wilbraham April 2010 - August 2014
State Street April 2013 - January 2014
GotenofJapan February 2012 - September 2012
Skills
Microsoft Office, JavaScript, Mac OS, Windows, Bloomberg Terminal, Social Media, Corporate Finance
Education
University of Massachusetts, Amherst 2011 — 2015
Finance, Investments and Securities, Junior
IsenbergSchoolofManagementandCommonwealthHonorsCollege
Bachelor's, BusinessAdministration; Finance
EastLongmeadowHighSchool
National Grid May 2015 - Present
Natixis Global Asset Management September 2014 - March 2015
Babson Capital Management July 2014 - September 2014
U.S. Bank December 2013 - May 2014
State Street August 2012 - August 2013
JPMorgan Chase November 2010 - August 2012
State Street Bank September 2008 - November 2010
Skills
Financial Analysis, Financial Reporting, Research, Corporate Finance, GAAP, Mutual Funds, Data Analysis, Process Improvement, Databases, Financial Statements, Variance Analysis, Fund Accounting, Financial Statement..., SEC filings
Education
University of Massachusetts-Boston 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Management, Accounting and Finance
Babson Capital Management 2015 - Present
Jones Lang LaSalle 2014 - 2015
Hill + Knowlton Strategies 2010 - 2014
Baltimore Orioles 2007 - 2010
Skills
Public Relations, Media Relations, Strategic Communications, Corporate Communications, Press Releases, Marketing Communications, Public Affairs, Financial Communications, Financial Reporting, Crisis Communications, Internal Communications, Copy Editing, Sports Marketing, Publicity, Nonprofits, Community Engagement, Social Media Integration, Corporate Social..., Investor Relations, Business Journalism
Education
Queens University of Charlotte 2015 — 2017
Master of Arts (MA), Strategic Communication
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (BA), Journalism and Mass Communication
Universidad de Sevilla
Minor, Spanish
Pegasystems March 2015 - Present
Hasbro May 2014 - 2015
Kalido June 2012 - August 2013
Formaggio Kitchen May 2009 - August 2011
Babson Capital Management June 2008 - February 2009
Skills
Microsoft Excel, Video Editing, Social Media, Microsoft Office, PowerPoint, Research, Web Design, Microsoft Word, Public Speaking, Photoshop, Marketing, Graphics, Problem Solving, Illustrator
Education
University of Massachusetts, Amherst 2008 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, minor in Japanese Language and Literature
Sophia University 2012 — 2013
Japanese Language and Literature, Communication
Law Office of Bonnie C. Mangan PC August 2014 - Present
Western New England University School of Law - Small Business Legal Clinic January 2015 - May 2015
Engage Paralegal Services, LLC August 2013 - December 2014
Comcast October 2010 - September 2012
Vertis Communications April 2008 - October 2010
Valassis November 2005 - April 2008
3M/CUNO July 2005 - November 2005
Pratt & Whitney January 2005 - July 2005
Bally Total Fitness July 2003 - January 2005
Babson Capital Management February 2003 - June 2003
Education
Western New England University School of Law
Juris Doctor (J.D.)
University of Hartford
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business
Bachelor's Degree, Finance
Babson Capital Management November 2013 - Present
Max and Dylan's November 2011 - May 2013
Suffolk University August 2011 - May 2013
Suffolk University May 2011 - September 2012
Skills
Event Planning, Facebook, Social Media, PowerPoint, Public Speaking, Research, Microsoft Office, Community Outreach, Microsoft Word, Microsoft Excel, SPSS, Social Networking, Higher Education
Education
Suffolk University 2009 — 2013
Bachelor's degree, Political Science and Government, 3.7
Morgan Stanley Alternative Investments 2015 - Present
Babson Capital Management 2014 - 2015
Credit Suisse Customized Fund Investment Group 2008 - 2013
Citi Private Equity 2006 - 2008
UBS Financial Services 2004 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Equities, Asset Management, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance
Providence College Business AnalystCortland Capital Market Services LLCSeptember 2015 - Present
Babson Capital Management May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, QuickBooks, Financial Analysis, Financial Accounting, Bookkeeping, Financial Reporting, Tax, Auditing
Education
Providence College 2011 — 2015
Finance, General
Providence College 2011 — 2015
Finance, General
Providence College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Babson Capital Management May 2014 - Present
Putnam Investments 2010 - 2014
State Street 2008 - 2010
MassMutual Financial Group January 2007 - 2007
Skills
Investments, Settlement, Portfolio Management, Financial Services, Securities, Trading, Bloomberg, Corporate Actions, Bonds, Derivatives, Equities, Fixed Income, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Financial Modeling
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Finance
Farm Credit Financial Partners, Inc. July 2010 - Present
Western Massachusetts Microsoft Technology Group July 2010 - Present
Babson Capital Management December 2006 - July 2010
Landscape Vision 2006 - 2008
TRIAD Healthcare, Inc. 2006 - 2007
The Hartford 2002 - 2006
Connecticut Judicial Branch 1999 - 2002
United Health Care February 1998 - November 1998
The Phoenix Companies January 1997 - January 1998
Command Systems Inc. June 1994 - January 1998
Skills
C#, JavaScript, Microsoft SQL Server, ASP.NET, .NET, Silverlight, Agile Methodologies, VB.NET, Visual Studio, jQuery, Web Services, Software Development, SOA, WCF, SharePoint
Education
University of Massachusetts, Amherst 1986 — 1990
BS, Computer Science, Artificial Intelligence
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
Amanda Limbert D.B.A. 2008 - Present
Connecticut Children's Medical Center May 2007 - February 2014
Agawam Public Schools November 1999 - December 2007
Travelers September 2005 - February 2007
MetLife May 2003 - August 2005
Babson Capital Management August 2002 - April 2003
Sacred Heart School August 2000 - June 2002
Six Flags March 1993 - August 1998
Skills
Holistic Health, Wellness, Stress Management, Healthcare, Pain Management, Alternative Medicine, Customer Service, Training, Medical Billing, Claims Handling, Teaching, Lecturing, Instruction, Meditation, Wellness Coaching, Reiki, Wellbeing, Nutrition, Energy Healing, Energy Work, Chakra Balancing, Healing, Relaxation, Mediumship, Personal Development, Customer Advocacy, Child Advocacy, Mentoring, Patient Advocacy, Corporate Training
Education
Sacred Heart University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Babson Capital Management June 2014 - Present
Northwestern Mutual October 2013 - May 2014
Student Investment Fund September 2013 - December 2013
Bertera Chrysler Jeep Dodge Ram May 2013 - July 2013
Skills
Financial Analysis, Data Analysis, Teamwork, Valuation, Report Writing, Bloomberg, Research, Highly self-motivated, Highly responsible, Investments, Mutual Funds
Education
Siena College 2010 — 2014
Bachelor of Science (BS), Finance, General
Babson Capital Management June 2015 - Present
Fiduciary Investment Advisors, LLC January 2015 - May 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Research, Customer Service, Event Planning, Social Networking, Corporate Actions, Human Rights, Lifestyle, Morale
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (B.A.), Economics and Computer Science
Middlesex School 2008 — 2012
High School
Babson Capital Management December 2008 - Present
Commonfund June 2007 - December 2008
Shenkman Capital Management May 2003 - March 2007
Colonial Consulting LLC August 1997 - May 2003
CIGNA Retirement and Investment Services November 1996 - August 1997
Skills
Fixed Income, Alternative Investments, Hedge Funds, Institutional..., Investment Management, Mutual Funds, Equities, Investment Strategies, Asset Management, Asset Allocation, Asset Managment
Education
University of Connecticut 1988 — 1992
Bachelor of Science (B.S.), Finance, Magna Cum Laude
CommunityOne Bank April 2014 - Present
Babson Capital Management September 2013 - April 2014
Santander Bank, N.A. April 2011 - July 2013
ING April 2008 - April 2011
AIM Mutual Insurance June 2003 - March 2008
Legal Sea Foods December 2006 - April 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Finance, Accounting, Banking, Bloomberg, Portfolio Management, Analysis, Financial Reporting, Investments, Essbase, Risk Management, Valuation, Credit Analysis, Microsoft Excel, Access, Microsoft Office, PowerPoint, Budgets, Credit, Mutual Funds, Hyperion Planning, SNL, Forecasting, Strategic Financial..., VBA, Retail Banking, Commercial Banking, Mergers & Acquisitions, Cognos, Planning Budgeting &..., Mortgage Banking, Management of Financial..., Financial Planning
Education
Salem State College 2003 — 2007
Bachelor of Science (BS), Finance
Garnet Capital Advisors January 2014 - Present
Garnet Capital Advisors January 2010 - Present
Clayton April 2009 - December 2009
Clayton November 2005 - December 2009
Bank of New Canaan 2005 - 2005
Babson Capital Management 2002 - 2005
Prudential Asset Recovery 1996 - 1998
Ford Consumer Finance 1995 - 1996
Skills
Valuation, Negotiation, Contract Negotiation, Loans, Leadership, Mortgage Lending, Credit, Credit Analysis, Portfolio Management, Public Speaking, Proposal Writing, Real Estate, Sales, Management, Asset Management, Marketing, Loan Origination, Financial Analysis, Capital Markets, Securitization, Structured Finance, Investments, Financial Services, Financial Modeling, Due Diligence, Financial Structuring
Education
Trinity College-Hartford 2002 — 2008
MA, Economics
Sacred Heart University 1986 — 1990
Bachelor of Science, Economics and Business Administration
Babson Capital Management September 2014 - Present
RoundPoint Financial Group August 2013 - September 2014
Wells Fargo 2012 - 2013
Skills
Customer Service, Management, SQL, Networking, Microsoft Excel, Sales, Computer Hardware, Mortgage Lending, Microsoft Office, Troubleshooting, Web Design, HTML, Mortgage Servicing, PowerPoint, Windows 7, Databases, Loans, Mortgage Banking, Telephone Skills, Visual Studio, SSIS, RSS, SSRS, Microsoft Word, Microsoft Visual Studio..., Windows, T-SQL, Web Development, Windows Firewall, Inventory, Wireless Networking, Residential Mortgages, Computer Repair, Managing Database, Visual Basic, Processing, TCP/IP, ERD, Printers, Windows Vista, Windows XP Pro, Windows 2000, Phone Skills, Antivirus, Wireless Security, Computer Maintenance, LIS, SharePoint, Software Documentation, Analysis
Education
University of North Carolina at Charlotte 2010 — 2012
BSBA, Management Information Systems, General
University of Kansas 2008 — 2010
Management Information Systems, General
NERA Economic Consulting July 2014 - Present
NERA Economic Consulting July 2013 - July 2014
NERA Economic Consulting July 2012 - July 2013
NERA Economic Consulting June 2011 - July 2012
Trinity College - Hartford September 2010 - December 2010
iCrossing June 2010 - August 2010
Babson Capital Management May 2008 - August 2008
Skills
Economics, Stata, Bloomberg, Statistics, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, SAS, MBS, Research, Data Analysis, Analytics, Strategy
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics, Mathematics
London School of Economics and Political Science 2009 — 2010
The General Course
South Hadley High School 2003 — 2007
Realogic Analytics, Inc. April 2015 - Present
Inland American Real Estate December 2012 - March 2015
Federal Deposit Insurance Corporation April 2010 - October 2012
Babson Capital Management April 2003 - October 2009
ULLICO June 1998 - April 2003
MetLife January 1985 - June 1998
Skills
Portfolio Management, Asset Management, Due Diligence, Valuation, Underwriting, Investments, Real Estate, Structured Finance, Risk Management, Financial Analysis, Acquisitions, Dispositions, Commercial Mortgages, Capital Markets, Real Estate Finance, CCIM, Compliance, Workouts, Joint Ventures, Financial Risk, Mortgage Lending, Finance, Investment Properties, Certified Property..., Commercial Real Estate, Credit, Equities, Real Estate Transactions, Credit Analysis, Commercial Lending, Real Estate Financing, Strategic Planning, Appraisals, Financial Modeling
Education
St Xavier University, MBA-Finance 2012 — 2014
MBA-Finance
University of Illinois at Urbana-Champaign 1980 — 1984
BA, History & Finance
CCIM Institute
Welch Allyn May 2011 - Present
Mass Mutual March 2006 - May 2011
MassMutual Financial Group April 2003 - January 2006
Babson Capital Management January 2005 - September 2005
Mass Mutual Financial Group 2005 - January 2005
PriceWaterhouseCoopers Consulting June 2000 - June 2002
Skills
SAP, Business Intelligence, ABAP, ERP, SQL, Unix, System Administration, Change Management, Database Administration, Visual Basic, Java, DB2, HTML, AIX, Troubleshooting, System Architecture, JavaScript, Linux, Open Source Software, Content Management, SAP Netweaver, Program Management, SAP BI, SAP Implementation, SAP BW, SAP R/3, Analysis, Software Documentation, Performance Tuning, Databases, ECC, Visio, SAP FI, Integration, Business Objects, Requirements Analysis, SDLC, SharePoint, SD, Data Modeling, Business Analysis, Business Process, Enterprise Architecture, ETL, IT Strategy, IT Management, SAP ERP, Software Project..., Data Migration, EDI
Education
University at Albany, SUNY 1998 — 2000
MBA, Management Information Systems
State University at Albany 1994 — 2000
Bachelor of Science, Economics
State University at Albany 1994 — 2000
Masters, Business Administration; Management Information Systems
Babson Capital Management September 2005 - Present
Bank of America 2004 - 2005
Education
Buffalo State College
BS, Business - Marketing
Babson Capital Management July 2014 - Present
Tennessee Valley Authority Investment Challenge August 2012 - December 2012
Yum! Brands May 2012 - August 2012
Hilco Industrial, LLC May 2011 - July 2011
Yum! Brands May 2010 - August 2010
Yum! Brands May 2008 - August 2009
Skills
Account Reconciliation, Accounting, Accounts Payable, Finance, Internal Controls, Bond Markets, PeopleSoft
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science in Finance (M.S.F)
University of Kentucky 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Kentucky Country Day
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Self Employed at Retirement June 2015 - Present
CONGREGATIONAL LIBRARY January 2005 - June 2015
Fidelity Investments (FMR) January 2004 - January 2005
Fidelity Management & Research Co. January 2001 - January 2004
Fidelity Management & Research Co. January 2000 - January 2001
Fidelity Management & Research Co. January 1999 - January 2000
Fidelity Management & Research Co. January 1998 - January 1999
Babson Capital Management February 1998 - August 1998
LIBERTY MUTUAL GROUP January 1997 - January 1998
Northeastern University January 1997 - January 1998
Skills
Cataloging, Technical Services, Customer Service, Library, Research, Reference Services, Archival, Collection Development, Microsoft Office, Library Science, Library Automation, Administration, Supervisory Skills, Library Instruction, Grant Writing, Books, Electronic Resources, Library Research, Library Management, Information Literacy, Digitization, Digital Libraries, Taxonomy, Library 2.0, Virtual Reference, Library Reference, Archives, Libraries
Education
Simmons College 1996 — 1998
Master of Science, Library and Information Science; Library Science
University of Maine 1971 — 1972
M.Ed., Reading
University of Maine 1966 — 1970
B.S. Ed., English
INSTITUTE OF FINANCIAL EDUCATION, UNIVERSITY OF CONNECTICUT
Guyton Group LLC January 2007 - Present
Iridium Consulting LLC December 2012 - January 2013
Iridium Consulting LLC July 2010 - August 2012
Bank of America June 2009 - July 2010
Bank of America October 2008 - May 2009
Babson Capital Management January 2007 - July 2008
Bank of America Securities August 2005 - December 2006
BMC Software 1999 - 2003
IBM 1991 - 1995
CompuAdd 1989 - 1991
Skills
Sybase, Derivatives, Fixed Income, Unix, FX Options, Capital Markets, Trading Systems, SQL, Trading, Risk Management, Murex, Oracle, Perl, C++, Control-M, Maestro, Autosys, Linux, Mac OS X, Basecamp, Atlassian JIRA, Business Analysis, Credit Derivatives, Back Office, Investment Banking, Options, Financial Markets, Market Data, Interest Rate..., Commodity, Requirements Analysis, Software Project..., Databases, PL/SQL, Solaris, Shell Scripting, Unix Shell Scripting, Bonds, Middle Office, Software Development, Visio, Requirements Gathering, Data Marts, Electronic Trading, Swaps, Leadership
Education
Sam Houston State University
Bachelor of Science, Computer Science
Babson Capital Management August 2013 - Present
Gold Bullion International August 2011 - July 2013
Gold Bullion International August 2011 - July 2013
Eaton Vance June 2004 - August 2011
Salomon Brothers Asset Management June 2000 - June 2004
Skills
Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Asset Managment, Investments, Equities, Portfolio Management, Investment Strategies, Fixed Income, Series 7, Separately Managed..., Capital Markets, Series 63, Series 65, Investment Advisory, Derivatives, Strategic Financial..., ETFs, Commodity, Precious Metals, Beekeeping, Asset Management, Financial Advisory, Series 24, Options, Investment Management, Bloomberg, Financial Markets, Securities, Private Equity, Trading, Bonds, Equity Research, Financial Services, FINRA
Education
University of Arizona 1992 — 1997
BS, Finance
The TCW Group 2015 - Present
Babson Capital Management 2012 - 2015
Cardinal Hill Energy 2008 - 2012
Trust Company of the West 1999 - 2006
PSEG Global 1996 - 1999
Skills
Structured Finance, Private Equity, Equities, Valuation, Financial Modeling, Asset Managment, Due Diligence, Mergers, Capital Markets, Investments, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Portfolio Management, Private Placements, Securitization, Finance, Project Finance, Project Management, Financial Structuring, Investment Banking, Power Project..., Corporate Development, Emerging Markets, Syndications, Renewable Energy, Mergers & Acquisitions, Cleantech, Energy, Solar Energy, Entrepreneurship, Leveraged Finance, Funding, Business Valuation, Biomass, Mezzanine, Venture Capital, Investor Relations, Investment Management, LBO, Structured Products, Wind, Derivatives, Restructuring, Commodity, Hedging, High Yield, Bonds, Investment Strategies
Education
State University of New York at Albany
Master of Business Administration (MBA), Finance
Worcester Polytechnic Institute
Bachelor of Science (BS), Mechanical Engineering
Xavier High School
College Prep High School
Babson Capital Management January 2014 - Present
Virtus Investment Partners May 2013 - January 2014
University of Connecticut August 2011 - May 2013
Northwestern Mutual Financial Network June 2012 - March 2013
Hartford Steam Boiler June 2009 - January 2012
Skills
Microsoft Office, Financial Analysis, Risk Management, Finance, Analysis, Microsoft Word, Financial Services, Leadership, Accounting, Management, Microsoft Excel, Access, PowerPoint, Financial Modeling, Tagetik
Education
The University of Connecticut 2010 — 2013
Bachelor of Science in Business, Finance
CalPortland April 2015 - Present
Vulcan Materials Company January 2007 - April 2015
Cold Stone Creamery Inc. May 2005 - December 2006
Babson Capital Management August 2001 - April 2005
Phoenix Media/Communications Group October 2000 - August 2001
Chemineer, Inc. Kenics-Greerco December 1997 - October 2000
Skills
Interviewing, Employee Relations, PowerPoint, Outlook, Word, Interviews, Onboarding, Recruiting, Human Resources, Training, Payroll, Employee Benefits, Management, Benefits Administration, PeopleSoft, Microsoft Word, Administration, Performance Management, FMLA, HR Policies, New Hire Orientations, Process Improvement
Education
Ottawa University 2007 — 2009
Bachelor of Arts (BA), Human Resources
Marian Court College 1992 — 1994
AS, Travel, Tourism & Hospitality
Bishop Fenwick 1988 — 1992
Babson Capital Management June 2009 - Present
Neuberger Berman September 1996 - May 2008
Education
Pace University 1998 — 2002
MBA, Investment Management
Siena College 1992 — 1996
BS, Finance w/ Concentration in Accounting
Effective E-Learning December 2012 - Present
Prosperous Communities 1996 - Present
Institute for Finance and Entrepreneurship May 2010 - Present
Town of Windham, CT September 2010 - Present
The Wyndham Financial Group 1996 - 2009
Babson Capital Management 1995 - 1997
Co-op Initiatives, Inc. 1994 - 1996
Coopers & Lybrand 1993 - 1994
Aetna Life & Casualty 1977 - 1992
Skills
Entrepreneurship, Economic Development, Strategic Planning, Business Planning, Community Development, Mentoring, Financial Education, Non-profits, Entrepreneur, Economics, Small Business, Business Strategy, Coaching, New Business Development, Research, Nonprofits, Event Management, Instructional Design, Social Media, Event Planning, Leadership Development, Policy Analysis, Community Outreach, Grants, Policy, Organizational..., Executive Coaching, Budgets, Social Networking, Workshop Facilitation, Volunteer Management, Real Estate, Fundraising, Public Relations, Analysis, Strategy, Finance, Training, Grant Writing, Consulting, Proposal Writing, Social Entrepreneurship, Investments, Program Development, Management Consulting, Government, Strategic Communications, Sustainability, Public Policy, Public Speaking
Education
The University of Southern Mississippi 2000 — 2003
PhD, International Development
Rensselaer Polytechnic Institute 1980 — 1983
MBA
University at Buffalo 1973 — 1977
BA, Economics, Mathematics
M&T Bank March 2013 - Present
Global Compliance Risk Management Corp. February 2012 - March 2013
Babson Capital Management April 2009 - September 2011
AIG Global Investment Group May 2008 - April 2009
Deutsche Asset Management 2005 - 2008
GE Asset Management 1999 - 2005
General Electric 1999 - 2005
Skills
Compliance, Asset Management, Securities, Equities, Operational Risk, Fixed Income, Asset Managment, Hedge Funds, Financial Risk, Due Diligence, Investments, Investment Advisory, Series 7, Private Equity, Alternative Investments, Trading, Securities Regulation, FINRA, Financial Services, Risk Management, Investment Management, Mutual Funds, Corporate Governance, Derivatives, Structured Finance, Capital Markets, Series 24, Options, Financial Markets, Bonds, Investment Banking
Education
Occidental College 1985 — 1989
AB, Philosophy
Webb 1984 — 1985
Morgan Stanley February 2015 - Present
Barclays Capital December 2009 - January 2015
Babson Capital Management August 2005 - September 2009
Radian Asset Assurance November 2001 - July 2005
Providian Financial May 2001 - November 2001
Deutsche Bank May 1997 - April 2001
Bank of America May 1995 - November 1997
Skills
Fixed Income, Derivatives, Structured Products, Trading, ABS, Credit Risk, Financial Modeling, Capital Markets, Portfolio Management, Investments, Risk Management, Investment Banking, Hedge Funds
Education
University of Chicago 1989 — 1995
Ph.D.
Peking University 1985 — 1989
BS
Babson Capital Management August 2012 - Present
MassMutual Financial Group December 2010 - August 2012
Sports Technologies, LLC (fka Sports Technologies Inc) December 2006 - December 2010
Conning September 2006 - February 2007
Education
Trinity College-Hartford
B.A., Economics
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
Northwest Catholic High School
Babson Capital Management August 2005 - Present
Elms College 2014 - 2015
Skills
Finance, Financial Analysis, Portfolio Management, Investments, Fixed Income, Financial Modeling, Excel, Access, VBA, SQL, Microsoft Office, Accounting, Analysis, Structured Finance, Financial Reporting, Corporate Finance, Bloomberg, Problem Solving, Intex, Programming, Leveraged Finance, High Yield Bonds, Presentation Skills, Risk Analytics, College Teaching, Strategic Financial..., Microsoft Excel, Investment Management, Capital Markets, Bonds, Credit Analysis
Education
Western New England University
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst
Bachelor of Arts (BA), Mass Communication
Cognizant Technology Solutions June 2013 - Present
Purdue University August 2012 - May 2013
Cancer Treatment Centers of America May 2012 - August 2012
Cognizant Technology Solutions June 2006 - July 2011
Babson Capital Management March 2009 - June 2011
Open Solutions Inc. January 2009 - March 2009
Sallie Mae September 2008 - December 2008
First Data Corporation June 2006 - August 2008
Skills
Effort Estimation, Banking Domain, PL/SQL, Business Requirements, Requirements Analysis, SQL Server, Web Applications, .NET, Computer Science, Team Management, Leading Cross..., Microsoft CRM, Project Management, Data Analysis, Leadership, Business Analysis, Strategy, SDLC, Cross-functional Team..., Banking, Management Consulting, Dependable Team Player, Microsoft SQL Server, Management, Process Improvement, Consulting
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Operations and Strategy
KIIT Deemed University 2002 — 2006
Bachelors; B Tech, Technology; Information Technology
Loyola High School
Self Employed Yoga Instructor November 2013 - Present
UIL Holdings Corporation May 2012 - March 2014
Self Employed Grant Consultant May 2012 - March 2014
Clean Energy Finance and Investment Authority July 2010 - May 2012
Clean Energy Finance and Investment Authority January 2008 - July 2010
Connecticut Housing Finance Investment Authority April 2006 - January 2008
DuCharme, McMillen & Associates August 2005 - April 2006
Northeast Utilities January 2005 - August 2005
Babson Capital Management May 2004 - September 2004
iMark January 2004 - May 2004
Skills
Renewable Energy, Sustainable Energy, Photovoltaics, Energy Conservation, Project Management, Program Management, Energy Policy, Public Policy, Natural Gas, Business Development, Microsoft Excel, Training, Marketing Strategy, Grant Writing, Financial Modeling, PowerPoint, Running, Public Speaking, Project Portfolio..., RFP Generation, Teamwork, Microsoft Word, Process Improvement, Renewable Portfolio..., Yoga, Grant Administration, Time Management, VBA, Access, SharePoint, Outlook, Visio, Social Media, Adobe Professional, Pilates, Mindful/Simple Living, RFP Responses, Homemade Cleaning..., Homemade Beauty Products, Strategic Planning, RFP, Analysis, Budgets
Education
Clayton State University 2015 — 2017
Master of Arts (M.A.) in Teaching Mathematics, Secondary and Post-Secondary Education and Teaching
The University of Connecticut 2010 — 2012
Graduate Certificate, Public Financial Management, 3.76
University of Hartford 2006 — 2009
Master of Business Administration (MBA), Marketing & Management, 3.76
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science (BS), Real Estate and Urban Economic Studies, 3.07
RBC Capital Markets January 2012 - Present
RBC Capital Markets July 2009 - January 2012
Princeton University September 2004 - June 2009
Babson Capital Management May 2008 - September 2008
Skills
Fixed Income, Investments, Trading, Analysis, Risk Management
Education
Princeton University 2004 — 2009
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Babson Capital Management July 2015 - Present
U.S. Bank September 2013 - July 2015
Massachusetts House of Representatives September 2012 - January 2013
Massachusetts House of Representatives April 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Media, Teamwork, Social Networking, Public Speaking, Data Entry, Outlook, Cashiering, Retail, Retail Sales, Research, Leadership, Critical Thinking, Telephone Skills
Education
Suffolk University
Political Science and Business
Ameriprise Financial, Columbia Management May 2010 - Present
Columbia Management February 2009 - December 2010
Wellington Management 2005 - October 2007
Babson Capital Management 2005 - 2005
Fidelity Investments 2003 - 2005
Scudder Investments 2000 - 2003
Skills
Mutual Funds, Fixed Income, Equities, Alternative Investments, Asset Managment, Bloomberg, Hedge Funds, Investments, Asset Allocation, Investment Strategies
Education
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
everett high school
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
Babson Capital Management October 2013 - Present
MassMutual Financial Group July 2012 - October 2013
MassMutual Financial Group June 2010 - July 2012
MassMutual Financial Group May 2010 - June 2010
MassMutual Financial Group August 2008 - May 2010
Skills
SCCM, MDT, Wise Packaging Studio, ITIL v3 Foundations..., ITIL v3 Continual..., ITIL Certified, AppSense, Active Directory, Windows 7, Windows Server, Microsoft Office, SharePoint, Blackberry Enterprise..., XenDesktop, XenApp, Citrix, System Deployment
Education
Springfield Technical Community College
Babson Capital Management September 2014 - Present
Financial Research Associates April 2010 - September 2014
Thrivent Financial for Lutherans March 2009 - December 2009
Iowa Public Interest Research Group January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Email Marketing, Social Media, Marketing Strategy, Media Relations, Public Relations, Press Releases, Strategic Planning, Management, Business Development, Customer Service, Event Planning, Blogging, Sales, Copywriting, Online Marketing, Social Networking, Digital Marketing, Microsoft Office, Content Management, Editing, Advertising, Event Management, Marketing Research, Project Management, Online Advertising, Content Development, SEO, Journalism, Market Research, Contract Negotiation, Brand Management, Strategic Partnerships, Google Analytics, WebTrends Analytics, Twitter, Creative Direction, Newsletters, Event Marketing Strategy, Customer Relations, Website Updating, Creative Development, HubSpot, Lyris, Adobe Acrobat, LinkedIn, HTML
Education
University of Iowa 2004 — 2009
Bachelor of Arts, Business, Communication Studies
Barrington High School 2000 — 2004
High School Diploma
UnitedHealth Group February 2015 - Present
Consolidated Health Plans June 2013 - July 2014
Travelers September 2012 - January 2013
Babson Capital Management January 2001 - January 2009
Babson Capital Management, LLC January 2001 - January 2009
Bay Path College January 2000 - January 2001
MassMutual Financial Group January 1987 - January 2001
Springfield Technical Community College February 1997 - February 1998
Skills
Business Intelligence, SDLC, Process Improvement, Project Management, Business Analysis, Software Documentation, Requirements Gathering, Agile & Waterfall..., Vendor Management, Visio, SQL, Team Leadership, Risk Management, MS Project, Microsoft Word, Microsoft Excel, PMP, Integration, Project Planning, Project Coordination, Requirements Analysis, Vendor Relations, Release Management, Customer Relations, Application Development, Content Management, Testing, E-business, Cost Analysis, Documentation, Insurance, Change Management, Disaster Recovery, Mentoring, Strategic Planning, Analysis, Quality Assurance, Problem Solving, Compliance, SQL Server, Systems Analysis, Business Management, Team Building, Budgeting, Excel, ITIL, SOX, Word, Business Process, HTML
Education
Western New England College 1986 — 1992
Master of Business Administration (MBA), Management Information Systems and Services
Western New England College 1980 — 1985
BS, Technical Business
Springfield Technical Community College
Web Design and Devlopment
JANA Partners LLC May 2011 - Present
Babson Capital Management March 2009 - May 2011
Bovis Lend Lease April 2008 - December 2008
Parker High School September 2005 - June 2007
Hubbard House August 2004 - August 2005
Skills
Microsoft Excel, Hedge Funds, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Project Management, Compliance, Project Planning, Leadership
Education
The Chicago School of Professional Psychology 2009 — 2010
Masters, International Psychology
University of Florida 2001 — 2004
BS, Psychology
Babson Capital Management June 2015 - Present
Tufts University August 2012 - Present
Avenue100 Media Solutions, Inc September 2014 - December 2014
The Cherry Tree Club Preschool May 2014 - August 2014
Tufts University January 2014 - May 2014
Sur La Plage May 2013 - August 2013
The Cherry Tree Club Preschool May 2007 - May 2012
Education
Tufts University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
The London School of Economics and Political Science (LSE) 2014 — 2014
Corporate Finance
Siguler Guff & Company March 2015 - Present
Goldman Sachs Asset Management November 2009 - February 2015
Babson Capital Management May 2008 - October 2009
Navigant July 2005 - May 2008
Skills
Compliance, Risk, Regulatory Advisory..., Investments, Asset Management, Mutual Funds, Hedge Funds, Management, Risk Management, Fixed Income, Equities, Financial Services, Securities
Education
Springfield College
BS
Babson Capital Management April 2013 - Present
Keller Financial Group December 2010 - April 2013
Emerald Asset Management 2009 - 2010
Delta Dental Insurance Company 2009 - 2009
Skills
Investments, Access
Education
University of Florida - Warrington College of Business Administration 2014 — 2015
Master of Business Administration (MBA)
Shippensburg University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
John L. Grove College of Business
Apollo Global Management LLC March 2015 - Present
Babson Capital Management March 2010 - March 2015
Wellington Management June 2007 - August 2007
Rocaton Investment Advisors October 2002 - June 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
The University of Chicago 1998 — 2002
B.A.
Babson Capital Management April 2001 - Present
PNC Erieview Capital 1996 - 2000
Price Waterhouse Management Consultants 1991 - 1994
Skills
Private Equity, Investments, Asset Management, Portfolio Management, Financial Modeling, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
Yale University 1985 — 1989
Bachelor's degree, Economics
St. Albans School 1981 — 1985
High School
Babson Capital Management May 2014 - Present
EquiPower Resources Corp. August 2012 - May 2014
Teleos Management July 2007 - August 2012
Skills
Asset Allocation, Bloomberg, Bonds, Commodity Markets, Currency, Economics, Emerging Markets, Equities, Fixed Income, Hedging, Options, Portfolio Management, Trading
Education
The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science (B.S.), Finance
Wells Fargo January 2014 - Present
XPIENT Solutions April 2013 - October 2013
Babson Capital Management 2010 - March 2013
LendingTree 2005 - 2010
Enterprise Information Systems, Inc October 2004 - September 2005
ePartners 2003 - 2004
ITS Group 2002 - 2003
Hal-Com 2001 - 2002
CRM Solutions 1999 - 2001
Solomon Software 1998 - 1999
Skills
Microsoft SQL Server, Crystal Reports, SSRS, Accounting, SSIS, Microsoft Dynamics SL, T-SQL, SharePoint, VB.NET, Business Analysis, Business Intelligence, Troubleshooting, XSLT, Visual C#, Database Design, Visio, ERP, SQL
Education
Thomas More College 1990 — 1994
Accounting
Columbia Threadneedle Investments, US June 2011 - Present
OFI Institutional Asset Management July 2006 - March 2011
OppenheimerFunds July 2006 - March 2011
Babson Capital Management 2004 - 2006
Eaton Vance 1999 - 2000
Skills
Hedge Funds, Investment Strategies, Portfolio Management, Capital Markets, Investment Advisory
Education
Saint Lawrence University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Pyramis Global Advisors October 2005 - Present
Minot Capital 2003 - 2005
Babson Capital Management 1999 - 2002
Princeton University Investment Company 1995 - 1999
Education
Princeton University 1991 — 1995
Hopkins School 1985 — 1991
APG Asset Management February 2013 - October 2013
APG Asset Management October 2011 - April 2012
Self September 2008 - October 2011
Paloma Partners, LLP/ SBZ Select Investments, LLC July 2006 - January 2008
Babson Capital Management May 2004 - July 2006
Babson Capital Management July 2001 - May 2004
PaineWebber April 1998 - July 1999
Paine Webber November 1995 - April 1998
Paine Webber January 1994 - November 1995
Dreyfus May 1991 - January 1994
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Alternative Investments, Equities, Financial Modeling, Hedge Funds, Strategy, Private Equity, Financial Analysis, Risk Management, Asset Management, Valuation, Bonds, Emerging Markets, Capital Structure, Leveraged Finance, Mutual Funds, Credit, Finance, Leadership, Bloomberg, Analysis, Trading, Loans, Credit Analysis, Due Diligence
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Accounting, Finance
University at Buffalo 1986 — 1990
B.S., Accounting, Finance
KBS Realty Advisors September 2008 - Present
JPMorgan June 2007 - August 2008
Babson Capital Management 1997 - 2007
Skills
Portfolio Management, Financial Structuring, Asset Managment, Loan Origination, Real Estate Economics, Underwriting, Commercial Real Estate, Financial Modeling, Financial Analysis, Credit, Mergers & Acquisitions, Finance, Asset Management, CMBS, Real Estate, Disposition, Real Estate Financing, Investments, Loans, Structured Finance
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Loyola High School 1988 — 1992
Babson Capital Management August 2010 - Present
JPMorgan Private Bank November 2006 - October 2010
UBS August 2004 - November 2006
UBS Wealth Management 2000 - August 2003
Mercantile 1996 - 1998
Education
St. Mary's College of Maryland 1991 — 1995
Cathedral School
Mercy High School
The Hartford March 2013 - Present
Babson Capital Management 2009 - 2012
Babson Capital Management 2009 - 2012
Babson Capital Management 2009 - 2012
ING 1997 - 2005
Mass Mutual 1986 - 1995
Education
University of Massachusetts, Amherst 1981 — 1986
Bachelor of Science, Computer Science
Babson Capital Management March 2011 - Present
Katten Muchin Rosenman July 2006 - February 2011
Kilpatrick Stockton August 2004 - June 2006
Pillsbury Winthrop September 2001 - August 2004
Skills
Business Transactions, Commercial Real Estate, Corporate Governance, Corporate Law, Due Diligence, Employment Law, Financial Structuring, Leases, Legal Research, Legal Writing, Litigation, Mergers, Private Equity, Real Estate, Securities, Securities Regulation
Education
The George Washington University Law School 1998 — 2001
JD, Law
University of Maryland College Park 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Roslyn High School
Cornerstone Real Estate Advisers July 2005 - Present
Babson Capital Management July 2005 - January 2010
Citigroup Insurance Investments April 2004 - July 2005
GE Real Estate July 2001 - April 2004
GE Asset Management June 1999 - July 2001
Skills
Asset Managment, Alternative Investments, Valuation, Investments, Portfolio Management, Mezzanine, Financial Modeling, Capital Markets, Due Diligence, Structured Finance, Private Equity, Investment Management, Investment Strategies, Financial Structuring, Real Estate Economics, Financial Analysis, Disposition, High Yield, Asset Management
Education
The University of Connecticut School of Business 1997 — 1999
MBA, Finance
Rollins College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Suffield Academy 1987 — 1991
High School
Babson Capital Management August 2015 - Present
Babson Capital Management August 1987 - Present
Skills
Alternative Investments, High Yield, Valuation, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Equities, Private Equity, Capital Markets
Education
University of Massachusetts, Amherst 1984 — 1986
Bachelor's degree, Economics
Babson Capital Management 2000 - Present
Mass Eye & Ear Infirmary 1997 - 2000
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Business Analysis, Analytics, Derivatives, Financial Modeling
Education
Salem State University 1988 — 1991
Winthrop 1984 — 1986
Babson Capital Management DirectorMassMutual Financial Group1995 - Present
Massmutual Life Insurance Company 1995 - Present
Skills
Investments, Asset Management, Vendor Management, Business Analysis, SDLC, Asset Managment, Fixed Income, Disaster Recovery, Equities, Risk Management, Financial Analysis, Unified Communications
Education
Springfield Technical Community College 1986 — 1988
Babson Capital Management July 2006 - Present
Skills
Investments, Hedge Funds, Asset Managment, Alternative Investments, Fixed Income, Equities, Leadership, Project Management, Bloomberg, Investment Management, Financial Analysis, Securities, Asset Management
Education
Trinity College-Hartford 2002 — 2006
BS, Economics
Poly Prep 1994 — 2002
Babson Capital Management October 2008 - Present
Hanover Financial Company February 2004 - September 2008
Education
University of California, Santa Barbara 1977 — 1981
Babson Capital Management 2004 - 2006
Babson Capital Management 2000 - 2005
Education
University of Massachusetts Boston 1997 — 2002
BS, Finance
University of Massachusetts, Amherst 1994 — 1997
Finance
General Mills August 2011 - Present
Kellogg School of Management 2009 - June 2011
Primus Asset Management March 2007 - June 2009
Babson Capital Management 2005 - 2007
Skills
Product Marketing, Product Management, Competitive Analysis, Financial Modeling, Cross-functional Team..., Analytics, Strategy, Brand Management, Customer Insight, Consumer Products, Market Research, Segmentation, Marketing Strategy, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Strategy
University of Virginia 2001 — 2005
B.S., McIntire School of Commerce
US Insurance Group at MassMutual April 2014 - Present
MassMutual Financial Group June 2011 - April 2014
MassMutual Financial Group August 2009 - July 2011
Babson Capital Management June 2008 - August 2009
MassMutual Financial Group July 2007 - June 2008
MassMutual Financial Group May 2006 - July 2007
University of Connecticut School of Business 2005 - 2007
ARAMARK January 2002 - May 2005
City Year National Headquarters August 1995 - August 1997
Skills
Finance, Insurance, Strategy, Strategic Planning, Financial Services, Competitive Analysis, Process Improvement, Financial Modeling, Strategic Financial..., Market Research, Financial Analysis, Project Management, Investments, Business Analysis, Business Strategy, Marketing, Leadership, Asset Managment, Marketing Strategy, Segmentation, Series 7, Valuation, Management
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance, Marketing
University of Massachusetts, Amherst 1997 — 2001
BS, Hotel, Restaurant Administration
Babson Capital Management 2003 - 2013
Unicare 1993 - 2003
Education
University of Massachusetts, Amherst
Babson Capital Management July 2010 - November 2011
Babson Capital Management April 2009 - June 2010
Babson Capital Management February 2007 - March 2009
Wellington Management July 2006 - February 2007
Wellington Management January 2006 - June 2006
Wellington Management January 2000 - December 2005
Melanson Heath July 1998 - August 1999
Scott A. Goffstein & Associates, LLP July 1997 - May 1998
Nabnasset corporation June 1995 - June 1997
Skills
Financial Modeling, Accounting, Financial Analysis, Analysis, Financial Services, Investments, Asset Management, Portfolio Management, Hedge Funds, Equities
Education
State University of New York College at Oswego 1992 — 1994
Bachelor of Science (BS), Accounting
State University of New York at Delhi 1986 — 1988
Associate of Science (AS), Computer Science
Babson Capital Management March 2013 - Present
Principal Financial Group 1992 - March 2013
BT Financial Group January 2000 - June 2002
Principal Financial Group September 1997 - December 1999
Education
University of Iowa 1988 — 1992
BBA, Business
MassMutual Financial Group February 2015 - Present
MassMutual October 2008 - February 2015
MassMutual Financial Group July 2006 - October 2008
Babson Capital Management 2005 - 2006
Skills
Process Improvement, Disaster Recovery, Risk Management, Business Analysis, SharePoint, Resource Management, SDLC, Visio, Vendor Management, Software Documentation, Requirements Analysis, Project Management, Change Management, Portfolio Management, Project Planning, Team Leadership, Asset Managment, Leadership, Project Portfolio..., Requirements Gathering, IT Strategy, Business Process..., PMP
Education
University of Hartford 1999 — 2003
Bachelor of Science (BS), Management Information Systems, General
Babson Capital Management October 1987 - Present
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Securities, Investment Strategies, Hedge Funds, Private Equity, Mutual Funds, Asset Allocation, Series 7, Equities, Investment Advisory, Bloomberg
Education
University of Tulsa 1980 — 1984
BS, Marketing
University of Hartford
MBA, Finance
MassMutual Financial Group June 2010 - Present
Robert Morris University August 2008 - May 2010
Babson Capital Management May 2009 - July 2009
PTC Alliance May 2008 - May 2009
Seven Oaks Country Club June 2004 - August 2007
Skills
Actuarial Science, ALM, Leadership, Microsoft Excel, Visual Basic, Microsoft Word, Enterprise Risk..., Life Insurance, Financial Analysis, Strategic Planning, Investments, Program Management, Customer Service, Programming, QRM
Education
Robert Morris University 2007 — 2010
Bachelor of Science, Actuarial Science
Mosaic Capital Partners November 2011 - Present
Deerfield Capital Management June 2010 - April 2011
Columbus Nova January 2006 - June 2010
Babson Capital Management March 2000 - January 2006
Wells Fargo December 1994 - February 2000
Huntington National Bank June 1992 - November 1994
Federal Reserve Bank of Cleveland September 1988 - May 1992
US Army May 1985 - August 1988
Skills
Capital Markets, Asset Managment, Portfolio Management, High Yield, Mezzanine, Alternative Investments, Investments, Acquisitions, Investment Management, Asset Management, Mergers & Acquisitions, Equities, Fixed Income, Capital, Finance, M&A experience, Due Diligence
Education
The Citadel 1981 — 1985
B.S., Business Administration
Case Western Reserve University - Weatherhead School of Management
Babson Capital Management January 2014 - Present
Education
Southern New Hampshire University
BS, Marketing
Babson Capital Management August 2013 - Present
Ally Financial Inc. July 2010 - July 2013
Barclays Capital January 2007 - June 2010
Bisys-RK Alternative Investment Services May 2005 - December 2006
Och-Ziff Capital Management October 2004 - April 2005
Soros Fund Management October 2000 - October 2004
Donaldson, Lufkin, & Jenrette - Investment Manager Services April 1998 - October 2000
NationsBanc Montgomery Securities LLC., April 1996 - March 1998
Skills
Finance, Financial Services, Mutual Funds, Fixed Income, Program Management, Capital Markets, Equities, Financial Analysis, Derivatives, Bloomberg, Hedge Funds, Securities, Valuation, Risk Management, Investments, Financial Modeling, Asset Management, Alternative Investments
Education
Saint Bonaventure University 1991 — 1995
Bachelors, Accounting
Babson Capital Management May 2011 - Present
The Phoenix Companies July 2000 - May 2011
Skills
Asset Management, Fixed Income, Equities
Education
The University of Connecticut School of Business 2001 — 2007
M.B.A., Finance
Saint Anselm College 1995 — 1999
B.A., Financial Economics
Babson Capital Management August 2006 - Present
Mangan & McColl Partners LLC June 2003 - August 2006
Education
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Science (BS), International Business and Global Economics
Richmond, The American International University in London
Babson Capital Management November 2000 - Present
Education
Suffolk University
Bachelor of Science in Business Administration
Babson Capital Management May 1998 - Present
Fleet Bank, N.A. April 1992 - May 1998
Andersen Consulting LLC September 1989 - April 1992
Education
Chartered Financial Analyst
Rensselaer Polytechnic Institute 1996 — 2000
Master of Business Administration (MBA)
University of Connecticut 1985 — 1989
BS, Business / Finance
Babson Capital Management February 2009 - Present
Autumn Realty Consulting December 2008 - February 2009
Eastdil Secured August 2007 - December 2008
HFF June 2003 - July 2007
Skills
Valuation, Investments, Asset Management, Real Estate Economics, Finance, Real Estate, Equities, Debt Restructuring, Analysis, Due Diligence, Capital Markets, Portfolio Management, Disposition, Financial Analysis, Real Estate Transactions
Education
Stanford University 1985 — 1989
BA, Economics
Lincoln Financial Distributors September 2013 - Present
MetLife January 2011 - September 2013
LPL / Northstar Wealth Partners March 2010 - January 2011
MassMutual February 2007 - October 2009
MassMutual Blue Chip Group 2005 - 2007
Charter Oak Insurance & Financial Services 2002 - 2005
Babson Capital Management 2001 - 2002
Massachusetts Mutual Life Insurance Company 1997 - 2001
Aegon / WRL / ISI 1992 - 1997
Boston Financial Data Services 1983 - 1992
Education
The American College 2006 — 2009
Chartered Financial Consultant
Rollins College
Paralegal Certificate, Legal
University of Massachusetts Boston
MassMutual Financial Group January 2011 - Present
Babson Capital Management 2008 - December 2010
MassMutual Financial Group July 1989 - December 2007
Skills
Fixed Annuities, Mutual Funds, Investments, Data Analysis, Insurance, Series 7
Education
State University of New York College at Oneonta 1980 — 1984
BA, Business Economics, French
Babson Capital Management September 2013 - Present
PNC Bank July 2006 - September 2013
US Navy May 1997 - May 2006
Skills
Private Equity, Investments, Financial Modeling, Loans, Portfolio Management, Equities, Financial Analysis, Credit Analysis, Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA
United States Naval Academy 1993 — 1997
BS, Systems Engineering
Babson Capital Management September 2013 - Present
Merrill Lynch Alternative Investments August 2008 - September 2013
Principal Financial Group February 2004 - August 2008
Education
Providence College 1992 — 1996
History
Babson Capital Management August 2013 - Present
Wells Fargo August 2010 - August 2013
Merrill Lynch May 2008 - July 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch June 2006 - February 2007
Johnson & Johnson January 2005 - July 2005
Skills
Finance, Alternative Investments, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Real Estate, Bloomberg, Series 7, Microsoft Excel, Financial Accounting, Hedge Funds, Managed Futures, Commodity, Series 66, Series 3
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2002 — 2006
B.S., Finance
Babson Capital Management August 2013 - Present
Richter Consulting, Inc. June 2009 - July 2013
Quinten Road Management LLC March 2007 - October 2008
CIT April 2006 - March 2007
GE Antares Capital 2000 - 2006
LaSalle Bank March 1998 - June 2000
Ernst & Young October 1992 - March 1998
Education
The University of Chicago 2000 — 2002
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1991 — 1992
Masters, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Marble Harbor Investment Counsel, LLC May 2006 - Present
Babson Capital Management February 1981 - April 2006
Skills
Investments, Management, Alternative Investments, Asset Management, Investment Strategies, Portfolio Management, Asset Allocation, Wealth Management, Equities, Investment Advisory, Entrepreneurship, Fixed Income, Mutual Funds, Retirement Planning, Start-ups, Estate Planning, Strategic Financial..., Financial Analysis, Risk Management, Trusts
Education
Northeastern University
M.S., Finance
CARQUEST Auto Parts May 2014 - Present
State of North Carolina May 2013 - May 2014
BIAS Corporation August 2011 - May 2013
Babson Capital Management January 2010 - August 2011
State of North Carolina January 2007 - January 2010
Computer Sciences Corporation June 2006 - December 2007
Skills
Oracle, Microsoft SQL Server, Databases, Disaster Recovery, High Availability, Oracle RAC, Data Warehousing, Database Administration, Unix, Database Design, Data Modeling, Business Intelligence, SQL, PL/SQL, RMAN, SDLC, Shell Scripting, DB2, Exadata, Big Data, Hadoop, Oracle E-Business Suite, ETL
Education
Southern Illinois University, Carbondale
Master of Science (M.S.), Computer & Electronic Engineering
Hartford Investment Management January 2013 - Present
Babson Capital Management June 1987 - 2012
Skills
Fixed Income, Equities, Investments, Data Warehousing, Business Analysis, Data Modeling, Informatica, Business Intelligence, Requirements Analysis, IT Strategy, Vendor Management, SQL, Requirements Gathering, Database Design, Microsoft SQL Server, Business Process
Education
State University of New York at Buffalo 1982 — 1986
Bachelor of Arts (B.A.), Statistics
Babson Capital Management May 2011 - April 2015
Babson Capital Management 2009 - May 2011
Babson Capital Management 2007 - 2009
Babson Capital Management 2004 - 2006
Babson Capital Management 2000 - 2004
Babson Capital Management 1994 - 2000
Deloitte & Touche 1990 - 1994
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA, Business Management
Simmons College - Simmons School of Management
MassMutual Financial Group May 2009 - Present
MassMutual Financial Group June 2007 - May 2009
MassMutual Financial Group October 2005 - June 2007
Babson Capital Management January 2000 - October 2005
Education
University of Chicago Graduate School of Business 1979 — 1983
MBA, Finance
University of Chicago Law School 1979 — 1983
JD
Swarthmore College 1974 — 1978
BA, Economics
Babson Capital Management September 2015 - Present
The Boston Consulting Group July 2014 - September 2015
Summit Park July 2010 - July 2012
Bank of America Merrill Lynch July 2008 - July 2010
Wachovia Securities June 2007 - June 2008
Skills
Private Equity, LBO, Due Diligence, Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investments, Financial Analysis, Capital Markets, Bloomberg, Corporate Development, Venture Capital, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
B.S. Business Administration (cum laude)
Catalyst Health Ventures September 2014 - July 2015
Babson Capital Management September 2010 - June 2014
PricewaterhouseCoopers June 2007 - September 2010
Skills
Financial Reporting, Internal Controls, Auditing, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Accounting
Babson Capital Management April 1999 - Present
Skills
Asset Management, Fixed Income
Education
Regis University 2005 — 2007
MBA, Finance & Accounting
Westfield State University 1988 — 1992
BS, Information Systems
Canaras Capital Management October 2012 - Present
Merchant Cash and Capital LLC May 2011 - October 2012
Landmark Management June 2010 - May 2011
Babson Capital Management June 2007 - August 2007
Education
St. Lawrence University 2004 — 2008
Bachelors, Math-Economics
Hartford Investment Management June 2011 - Present
PVP Solutions LLC November 2009 - December 2010
Massachusetts Mutual Life Insurance Company/Babson Capital Management LLC January 1999 - January 2009
Massachusetts Mutual Life Insurance Company/Babson Capital LLC January 1999 - January 2009
Babson Capital Management 2000 - 2008
Massachusetts Mutual Life Insurance Company January 1996 - January 1999
Massachusetts Mutual Life Insurance Company January 1996 - January 1999
Connecticut Mutual Life Insurance Company January 1990 - January 1996
Connecticut Mutual Life Insurance Company January 1990 - January 1996
Connecticut Mutual Life Insurance Company January 1980 - January 1990
Skills
Fixed Income, Investments, Asset Managment, Financial Analysis, Financial Reporting, Sarbanes-Oxley, General Ledger, Innovation, Leadership, Problem Solving, Asset Management, Internal Controls, Accounting, Derivatives, Internal Audit, Budgets, Sarbanes-Oxley Act, Finance, Auditing, GAAP, Insurance, SAP, Strategic Financial..., Mutual Funds, Securities, Financial Services, Management, Hedge Funds, Executive Management, Alternative Investments
Education
Post University 1988 — 1993
Bachelors, Accounting
Post College
AS, Marketing/Management
Post College
AS, Marketing/Management
Post University
BS, Accounting
Babson Capital Management February 2014 - Present
Oppenheimer Funds June 2010 - February 2014
Credit Suisse June 2005 - March 2010
International Monetary Fund June 1998 - May 2005
Standard & Poor's June 1994 - May 1998
Skills
Fixed Income, Emerging Markets, Asset Managment, Investments, Bonds, Asset Management, Bloomberg, Credit, Economics, Macroeconomics, Portfolio Management, Strategy
Education
Johns Hopkins SAIS 1991 — 1993
Master of Arts (M.A.), International Economics
Tufts University 1989 — 1991
Bachelor of Arts (B.A.), Economics
MassMutual 2004 - Present
Babson Capital Management 2003 - 2005
WS Griffith Securities, Inc/Phoenix Cos. February 1992 - May 2004
Skills
Business Relationship..., Relationship Management, Mutual Funds, Wealth Management, Financial Services
Education
University of Bridgeport
Masters, Education
Babson Capital Management October 2014 - Present
Bank of America July 2012 - October 2014
Bank of America May 2010 - July 2012
Ivize February 2008 - May 2010
Ernst & Young, LLP August 2005 - February 2008
Skills
Financial Analysis, Finance, Real Estate Transactions, Accounting, Auditing, Fixed Assets, Financial Modeling, Forecasting, Accounts Payable, Analysis, Bank Reconciliation, Budgets, Cash Flow, Cash Flow Forecasting, CPA, Consolidation, Corporate Finance, External Audit, Financial Accounting, Financial Reporting, Financial Risk, Financial Statements, GAAP, Human Resources, Internal Audit, Internal Controls, Management, Journal Entries, Microsoft Excel, Microsoft Office, Microsoft Word, Payroll, PowerPoint, Process Improvement, QuickBooks, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Tax, Valuation
Education
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor of Science, Business Administration, Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2005
Masters in Accounting, Accounting
University at Buffalo 1998 — 2000
TPK Consulting March 2014 - Present
Cornerstone Real Estate Advisors March 1992 - August 2013
Babson Capital Management 2000 - 2010
Skills
Real Estate Economics, Asset Management, Due Diligence, Real Estate, Investment Properties, Valuation, Financial Analysis, Disposition, Portfolio Management, Asset Managment, Financial Structuring, Private Equity, Securities, Structured Finance, Investments, Commercial Real Estate, Financial Modeling, Capital Markets, Management, Credit, Finance, Alternative Investments, Equities, Dispositions
Education
The University of Connecticut School of Business
Bachelor of Applied Science (BASc), Accounting and Finance
Babson Capital Management June 2007 - Present
University of Michigan NROTC 2003 - 2005
US Navy 1997 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
MBA, Finance
United States Naval Academy 1993 — 1997
Bachelor of Science, Systems Engineering
Travelers May 2014 - Present
Aetna February 2014 - May 2014
Aetna August 2011 - February 2014
Aetna August 2010 - August 2011
MetLife May 2010 - August 2010
Dick's Sporting Goods June 2009 - May 2010
Babson Capital Management June 2008 - August 2008
Skills
COBOL, JCL, Endeavor, Microsoft Office, Fileaid, SQL, DB2, SharePoint, Microsoft SQL Server, Access, Microsoft Excel, Xpediter, HTML, SQL DB2, CICS, BMC Remedy, Agile Methodologies, Software Implementation, ISPF, Project Planning, Customer Service, Microsoft Word, PowerPoint, Team Leadership, Social Media, Syncsort, Software Documentation, TSO, Websphere, MVS, Release Management, Installation..., Dynatrace, Performance Monitor, BPA, Kanban, Mainview
Education
Springfield College 2005 — 2009
Bachelor of Science (B.S.), Computer and Information Systems
Springfield College 2005 — 2009
Bachelor of Science (BS), Business Management
Asset Management Company in Farmington, CT November 2008 - Present
MassMutual Financial Group May 2006 - November 2008
Babson Capital Management March 2005 - April 2006
Citigroup May 2004 - March 2005
MassMutual - MML Investors Services, Inc January 2004 - May 2004
Babson Capital, LLC October 2003 - January 2004
Morgan Stanley January 2003 - July 2003
Fidelity Investments February 2001 - September 2002
Liberty Funds Group August 1999 - February 2001
Investors Bank and Trust February 1999 - August 1999
Skills
Investments, Accounting, Derivatives, General Ledger, Insurance, Mutual Funds, Financial Reporting, Excel, Bloomberg, Word, PowerPoint, Access, Microsoft Office, SOX, SAP, Fixed Income, Financial Accounting, Equities, Alternative Investments, Finance, Hedge Funds, Microsoft Excel
Education
University of Connecticut 2005 — 2010
Master of Business Administration, Finance and Management
The University of Connecticut 1994 — 1998
Bachelor of Science, Business Administration; Finance
Babson Capital Management August 2004 - Present
MassMutual Financial Group 2000 - 2010
Skills
SDLC, ITIL v3 Foundations..., ITIL Service Strategy, Microsoft Office 2010, Microsoft Access 2010, Windows 7, IT Asset Management, Resource Management, Access, Pinnacle, UAPM, ConfigureSoft, Ariba, Vendor Management, IT Management, Requirements Gathering, Contract Negotiation, Procurement, Visio, Data Warehousing, Software Documentation, Business Analysis, IT Strategy, Office 2010
Education
High School of Commerce 1986 — 1989
Business Administration, Business/Commerce, General
Springfield Technical Community College
Business Administration, Business Administration and Management, General
Babson Capital Management 2011 - Present
TD 2009 - 2011
Skills
Investments, Capital Markets, Credit Analysis, Private Equity, Financial Modeling, Asset Management, Banking, Financial Analysis, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Valuation, Credit, Mezzanine
Education
University of Hartford
Master of Business Administration (M.B.A.)
University of Hartford
Bachelor of Science in Business Administration (B.S.B.A), Economics and Finance
Babson Capital Management August 1982 - January 2006
Education
State University of New York College at Oswego 1976 — 1980
BS, Education, English
Babson Capital Management March 2001 - Present
SS&C Technologies September 1997 - March 2001
Konica Business Machines November 1995 - August 1997
Handy & Harman February 1992 - November 1995
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Financial Services, Financial Reporting, Requirements Gathering, Capital Markets, Requirements Analysis
Education
Western New England University 1993 — 1995
MBA, Finance
Southern Connecticut State University 1987 — 1991
BS, Accounting
Bank of America Merrill Lynch June 2007 - September 2013
Babson Capital Management June 2005 - May 2007
Bank of America May 2004 - June 2005
Bank of America June 2002 - May 2004
Bank of America May 2001 - June 2002
Skills
Banking, Capital Markets, Loans, Finance, Credit, Investments, Financial Services, Derivatives, Trading, Portfolio Management, Valuation, Analysis, Fixed Income
Education
Queens University of Charlotte 2007 — 2010
Master of Business Administration, Finance Concentration
University of Pittsburgh 1996 — 2000
Bachelor of Science, Business Management
Babson Capital Management March 2015 - Present
Corrum Capital Management LLC December 2013 - February 2015
BNY Mellon 2008 - November 2013
Callahan & Associates March 2006 - February 2008
ICMA-RC March 2000 - March 2006
Skills
Internal Controls, Risk Management, Process Improvement, Management, Accounting, Leadership, Investments, Analysis, Financial Services, Alternative Investments, Business Intelligence, Banking, Financial Analysis, Portfolio Management, Fund Administration, Hedge Funds, Capital Markets
Education
College of Notre Dame
Master of Arts (M.A.), Business Administration and Management, General
College of Notre Dame of Maryland
Master's degree, Business Administration and Management, General
Babson Capital Management 2000 - Present
Skills
Asset Managment, Business Analysis, Microsoft SQL Server, Microsoft Office, Fixed Income, C#, T-SQL, Visual Studio, Infragistics, SSIS, SSRS, Bloomberg, Bloomberg .NET API
Education
Norwich University 1989 — 1993
BS
Babson Capital Management September 2014 - Present
Ernst & Young September 2009 - August 2014
Skills
Financial Analysis, Due Diligence, Underwriting, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Auditing, US GAAP, Financial Modeling, Sarbanes-Oxley Act
Education
Santa Clara University 2005 — 2009
Bachelor of Science, Accounting
Brown Brothers Harriman July 2013 - Present
Babson Capital Management May 2011 - June 2012
Citi January 2010 - May 2011
State Street January 2006 - January 2010
Citigroup Asset Management October 2003 - January 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Equities, Alternative Assets, Investments, Private Equity, Performance Attribution, Asset Management, Performance Management, GIPS Compliance, Bloomberg, Securities, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Investment Management
Education
2015 CIPM Experts Candidate
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science (MS), Finance, General
UNIVERSITY OF MASSACHUSETTS AT LOWELL 1993 — 1996
Bachelor of Science (BS), Finance, General
STARS October 2014 - Present
CoreLogic / ★STARS★ November 2012 - October 2014
Forsythe Appraisals March 2006 - November 2012
SFMC Deco March 2004 - March 2006
Babson Capital Management March 2001 - March 2004
Skills
Appraisals, FHA, Real Estate, Negotiation, REO, Short Sales, Appraisal, Appraisers, Appraising, Valuation, Mortgage Lending, Mortgage Banking, Condos, Investment Properties, Single Family Homes, Investors, Loss Mitigation, Residential Homes
Education
SUNY Brockport 1995 — 1997
BS, Health Sciences
Portville Central School 1978 — 1991
Regents Diploma
Babson Capital Management March 2013 - Present
Babson Capital Management October 2004 - Present
Education
Providence College 1993 — 1997
BS, economics
Babson Capital Management May 2014 - Present
Lazard September 2003 - April 2014
Roxbury Capital Management March 2000 - September 2003
Education
Texas State University-San Marcos 1984 — 1989
BBA, Marketing/Finance
Babson Capital Management February 2014 - Present
Fiduciary Research & Consulting LLC May 2013 - November 2013
University of California, Riverside September 2008 - December 2012
Hong Kong Institute of Monetary Research March 2012 - June 2012
Skills
Matlab, SAS Certified Base..., SAS Certified Advanced..., Economic Modeling, Time Series Analysis, R, Stata, GAUSS, Risk Management, Forecasting, Eviews, Quant Finance, Econometrics, Financial Economics, Statistical Modeling, Macroeconomics, International Economics, Asset Allocation
Education
University of California, Riverside 2007 — 2013
Doctor of Philosophy (Ph.D.), Economics
City University of Hong Kong 2006 — 2007
Master of Science (M.Sc.), Applied Economics
Wuhan University 2002 — 2006
Bachelor's degree, Economics and Mathematics
Time Warner Cable September 2014 - Present
Time Warner Cable January 2014 - August 2014
Advance America July 2013 - October 2013
Babson Capital Management 2003 - 2011
Canadian Feed The Children April 2000 - May 2002
Skills
Financial Modeling, Financial Analysis, GAAP, Portfolio Management, Cash Flow Forecasting, Financial Reporting, Accounting, Corporate Finance, Financial Accounting, Valuation, Finance, Investments, Strategic Financial..., Management, Financial Planning, Due Diligence, Analysis, Access
Education
University of North Carolina at Charlotte 2012 — 2013
MBA Plus, Accounting
The University of Hull 1997 — 1998
Master of Business Administration (MBA), Financial Management
University of Cape Coast 1991 — 1995
Bachelor of Commerce (B.Com.), Accounting
Babson Capital Management March 2008 - Present
Hartford Investment Management December 1999 - March 2008
Bank of Ireland Asset Management March 1998 - December 1999
Lehman Brothers August 1997 - March 1998
Lazard Asset Management May 1996 - July 1997
Oppenheimer & Co. August 1995 - May 1996
Education
The University of Connecticut
Bachelor of Business Administration (B.B.A.)
Masuk High School
Babson Capital Management September 2002 - Present
Aeltus Investment Management 1998 - 2002
Verizon 1993 - 1998
Times Mirror Corporation 1987 - 1993
Skills
Financial Modeling, Budgets, Corporate Finance, Portfolio Management, Investments, Mergers & Acquisitions, Fixed Income, Asset Management, Finance, Valuation
Education
The University of Connecticut
Bachelor of Science (BS), Finance
University of Hartford
Master of Business Administration (M.B.A.), Accounting
Cigna December 2013 - Present
Babson Capital Management February 2009 - December 2013
MassMutual Financial Group January 2007 - February 2009
MassMutual Financial Group January 2004 - January 2007
Education
University of Massachusetts, Amherst 2007 — 2009
Master of Business Administration (MBA)
Westfield State College
Babson Capital Management 2007 - Present
Education
The College of New Jersey 1995 — 1999
Bachelor of Arts (B.A.), Economics
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Babson Capital Management June 2013 - July 2013
Denham Capital July 2012 - August 2012
Phase Capital July 2012 - August 2012
Skills
Sales, Trading, Fixed Income, Analysis, Finance, Economics, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Political Science (International Relations)
Babson Capital Management October 2007 - Present
J.P. Morgan January 2001 - March 2002
Lockheed Martin April 1999 - December 2000
Skills
Fixed Income, Investments, Business Analysis, Asset Management, SDLC, Business Intelligence, Requirements Analysis, Alternative Investments, Data Warehousing, Equities, Hedge Funds, SQL
Education
University of Madras 1992 — 1996
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Babson Capital Management June 2005 - Present
Education
Western New England University
Master of Business Administration (MBA), Business Administration and Management, General
Stonehill College
Bachelor of Arts (BA), Economics