Babson Capital Management LLC
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. Headquarters: Charlotte, NC AUM: US$310+ billion (September 2018) Parent organization: Massachusetts Mutual Life Insurance Company CFO: Paul Thompson (Head Of Global Investment Services) Number of employees: 1,900 employees globally Subsidiaries: Barings Real Estate Advisers LLC,
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Babson Capital Management LLC Employees
Employee
Years
Job
Industry
Amanda Mindlin Amanda Mindlin's Babson Capital Management LLC Experience June 2012 - August 2012
Job Law Clerk at U.S. District Court for the Southern District of Florida
Industry Law Practice
Experience
U.S. District Court for the Southern District of Florida September 2014 - Present
Harvard Law School September 2011 - May 2014
Bingham McCutchen May 2013 - July 2013
Babson Capital Management LLC June 2012 - August 2012
Massachusetts Mutual Life Insurance Company May 2012 - August 2012
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Public Speaking
Education
Harvard Law School 2011 — 2014
University of Florida 2007 — 2010
BA, Political Science
U.S. District Court for the Southern District of Florida September 2014 - Present
Harvard Law School September 2011 - May 2014
Bingham McCutchen May 2013 - July 2013
Babson Capital Management LLC June 2012 - August 2012
Massachusetts Mutual Life Insurance Company May 2012 - August 2012
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Public Speaking
Education
Harvard Law School 2011 — 2014
University of Florida 2007 — 2010
BA, Political Science
Molly Parnell Molly Parnell's Babson Capital Management LLC Experience December 2004 - January 2009
Job Marketing Professional
Industry Marketing and Advertising
Experience
Columbia Threadneedle Investments, US January 2015 - June 2015
Columbia Management Investment Advisers, LLC (Formerly RiverSource Investments, LLC) January 2009 - March 2013
Babson Capital Management, LLC December 2004 - January 2009
Bellevue College January 2004 - October 2004
Sudden Printing September 2001 - January 2004
Western Washington University September 1997 - June 2001
Skills
Marketing, Marketing Communications, InDesign, Email Marketing, Illustrator, Graphic Design, Corporate Branding, Advertising, Marketing Strategy, PowerPoint, Dreamweaver, Layout, Asset Allocation, Leadership, Public Speaking, Digital Marketing, Event Planning, Adobe Creative Suite, Brand Development, Online Marketing, Omniture, Google AdWords, Google Analytics, Salesforce.com, Integrated Marketing, Social Media, Online Advertising, Project Management, Photoshop, Photography, Social Networking, Creative Strategy, Strategic Communications, Strategy, Marketing Management, Internal Communications, Brand Management, Interactive Marketing, B2B Marketing, Client Services, Market Research, Art Direction, Corporate Identity, Thought Leadership, CRM, Visual Communication, Strategic Partnerships, Financial Services
Education
Western Washington University 1997 — 2001
B.A., Graphic Design and Production
Cornell University
Marketing Strategy Certificate (In progress)
Columbia Threadneedle Investments, US January 2015 - June 2015
Columbia Management Investment Advisers, LLC (Formerly RiverSource Investments, LLC) January 2009 - March 2013
Babson Capital Management, LLC December 2004 - January 2009
Bellevue College January 2004 - October 2004
Sudden Printing September 2001 - January 2004
Western Washington University September 1997 - June 2001
Skills
Marketing, Marketing Communications, InDesign, Email Marketing, Illustrator, Graphic Design, Corporate Branding, Advertising, Marketing Strategy, PowerPoint, Dreamweaver, Layout, Asset Allocation, Leadership, Public Speaking, Digital Marketing, Event Planning, Adobe Creative Suite, Brand Development, Online Marketing, Omniture, Google AdWords, Google Analytics, Salesforce.com, Integrated Marketing, Social Media, Online Advertising, Project Management, Photoshop, Photography, Social Networking, Creative Strategy, Strategic Communications, Strategy, Marketing Management, Internal Communications, Brand Management, Interactive Marketing, B2B Marketing, Client Services, Market Research, Art Direction, Corporate Identity, Thought Leadership, CRM, Visual Communication, Strategic Partnerships, Financial Services
Education
Western Washington University 1997 — 2001
B.A., Graphic Design and Production
Cornell University
Marketing Strategy Certificate (In progress)
David Canuel David Canuel's Babson Capital Management LLC Experience January 2001 - Present
Job
Industry Investment Management
Experience
Babson Capital Management LLC January 2001 - Present
Charter Oak Capital Management April 1996 - December 2000
Aetna Bond Investors 1987 - 1996
Skills
Alternative Investments, Financial Models - RMBS, Financial Models - Auto..., Financial Models -..., RMBS Analysis, Esoteric ABS Analysis, Fluent in Spanish, C++, VBA, Intex subroutines, Default and severity..., Analysis, Investments, Structured Products, Fixed Income, ABS, Residential Mortgages, Asset Management, Portfolio Management, Accounting, Financial Modeling, Hedge Funds, Private Equity, CDO, Corporate Finance, Financial Analysis, Bloomberg, Securities, Loans, Intex, Capital Markets
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1992
M.S., Computer Science
M.I.T. 1985 — 1987
M.S.M., Finance
Amherst College 1981 — 1985
B.A., Economics
Babson Capital Management LLC January 2001 - Present
Charter Oak Capital Management April 1996 - December 2000
Aetna Bond Investors 1987 - 1996
Skills
Alternative Investments, Financial Models - RMBS, Financial Models - Auto..., Financial Models -..., RMBS Analysis, Esoteric ABS Analysis, Fluent in Spanish, C++, VBA, Intex subroutines, Default and severity..., Analysis, Investments, Structured Products, Fixed Income, ABS, Residential Mortgages, Asset Management, Portfolio Management, Accounting, Financial Modeling, Hedge Funds, Private Equity, CDO, Corporate Finance, Financial Analysis, Bloomberg, Securities, Loans, Intex, Capital Markets
Education
Rensselaer Polytechnic Institute at Hartford 1987 — 1992
M.S., Computer Science
M.I.T. 1985 — 1987
M.S.M., Finance
Amherst College 1981 — 1985
B.A., Economics
Anita Kwong Anita Kwong's Babson Capital Management LLC Experience September 2010 - June 2014
Job Corporate Accounting at Affiliated Managers Group
Industry Accounting
Experience
Affiliated Managers Group June 2014 - Present
Babson Capital Management, LLC September 2010 - June 2014
Pricewaterhouse Coopers, LLP September 2007 - September 2010
Skills
Auditing, Accounting, Finance, GAAP, Investments, Financial Statements, Analysis, Private Equity, External Audit, Equities, Fund Accounting, Internal Audit, Financial Audits, Mutual Funds, SAP, Consolidation, Microsoft Excel, Financial Reporting, Financial Analysis, US GAAP, Internal Controls
Education
Suffolk University 2003 — 2010
Master of Science, Accountancy
North Quincy High
North Quincy High
Affiliated Managers Group June 2014 - Present
Babson Capital Management, LLC September 2010 - June 2014
Pricewaterhouse Coopers, LLP September 2007 - September 2010
Skills
Auditing, Accounting, Finance, GAAP, Investments, Financial Statements, Analysis, Private Equity, External Audit, Equities, Fund Accounting, Internal Audit, Financial Audits, Mutual Funds, SAP, Consolidation, Microsoft Excel, Financial Reporting, Financial Analysis, US GAAP, Internal Controls
Education
Suffolk University 2003 — 2010
Master of Science, Accountancy
North Quincy High
North Quincy High
DeAnne Dupont's Babson Capital Management LLC Experience 1993 - 2009
Job Advisory Board Member at GXT Green
Industry Environmental Services
Experience
DWS Trust Company (An Indirect Subsidiary of Deutsche Bank AG) 2011 - Present
GXT Green (A division of Global Exchange Technologies, Inc.) 2011 - Present
Massachusetts Climate Action Network (MCAN) 2008 - Present
Babson Capital Management LLC 1993 - 2009
MassMutual Premier Fund Group 1996 - 2005
Deloitte 1986 - 1993
Skills
Executive Pay, Compliance, Financial Reporting, Investments, Leadership, Finance, Financial Services, Management, Sarbanes-Oxley Act, Auditing, Policy, Corporate Governance, Asset Management, Business Process..., Executive Management, Due Diligence
Education
Bentley University
MST, Taxation
University of Louisiana at Lafayette
BS, Mathematics
DWS Trust Company (An Indirect Subsidiary of Deutsche Bank AG) 2011 - Present
GXT Green (A division of Global Exchange Technologies, Inc.) 2011 - Present
Massachusetts Climate Action Network (MCAN) 2008 - Present
Babson Capital Management LLC 1993 - 2009
MassMutual Premier Fund Group 1996 - 2005
Deloitte 1986 - 1993
Skills
Executive Pay, Compliance, Financial Reporting, Investments, Leadership, Finance, Financial Services, Management, Sarbanes-Oxley Act, Auditing, Policy, Corporate Governance, Asset Management, Business Process..., Executive Management, Due Diligence
Education
Bentley University
MST, Taxation
University of Louisiana at Lafayette
BS, Mathematics
Jessica V. Hoffman's Babson Capital Management LLC Experience November 2007 - November 2009
Job Assistant Vice President, Consumer MBA Leadership Development Program at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
University of Connecticut September 2013 - May 2014
Bank of America June 2013 - August 2013
Seiger Gfeller Laurie, LLP November 2009 - August 2012
Babson Capital Management, LLC November 2007 - November 2009
Massachusetts Office of the Attorney General June 2006 - August 2006
Skills
Legal Research, Westlaw, Public Speaking, Fraud, Standards Compliance, Civil Litigation, Document Review, Trials, PowerPoint, Asset Management, Commercial Litigation, Product Liability, Purchasing Negotiation, Contract Negotiation, Asset Managment, Presentations, Document Drafting, Auditing, Budget Reconciliation, Budget Setting, Microsoft Excel, Corporate Finance, Project Management, Project Planning, Business Strategy, Workshop Facilitation, Business Coaching, Quantitative Research, International..., International Business, International Finance, Data Management, Technology Planning, Quality Assurance, Patents, Leadership, Management
Education
Harvard University 2013 — 2015
Certificate of Strategic Management, Harvard Extension School
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 2004 — 2007
BA, Major: Legal Studies Minor: Anthropology
Bank of America June 2014 - Present
University of Connecticut September 2013 - May 2014
Bank of America June 2013 - August 2013
Seiger Gfeller Laurie, LLP November 2009 - August 2012
Babson Capital Management, LLC November 2007 - November 2009
Massachusetts Office of the Attorney General June 2006 - August 2006
Skills
Legal Research, Westlaw, Public Speaking, Fraud, Standards Compliance, Civil Litigation, Document Review, Trials, PowerPoint, Asset Management, Commercial Litigation, Product Liability, Purchasing Negotiation, Contract Negotiation, Asset Managment, Presentations, Document Drafting, Auditing, Budget Reconciliation, Budget Setting, Microsoft Excel, Corporate Finance, Project Management, Project Planning, Business Strategy, Workshop Facilitation, Business Coaching, Quantitative Research, International..., International Business, International Finance, Data Management, Technology Planning, Quality Assurance, Patents, Leadership, Management
Education
Harvard University 2013 — 2015
Certificate of Strategic Management, Harvard Extension School
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 2004 — 2007
BA, Major: Legal Studies Minor: Anthropology
Rodney Dillman Rodney Dillman's Babson Capital Management LLC Experience May 2000 - September 2008
Job NonExecutive Chairman and Board Member
Industry Investment Management
Experience
Babson Capital Global Short Duration High Yield Fund (NYSE: BGH) October 2012 - Present
Babson Global Credit Income Opportunities Fund (Symbol: BXIAX) July 2013 - Present
Babson Global Floating Rate Fund (Symbol: BXFAX) July 2013 - Present
Master Asset Vehicle II (MAV II) August 2012 - September 2013
Massachusetts Mutual Life Insurance Company May 2000 - April 2011
MassMutual International LLC, an international life insurance, health, annuities & pension company 2008 - 2011
Babson Capital Management LLC May 2000 - September 2008
Babson Capital Management 2000 - 2008
Day Pitney LLP February 1988 - May 2000
Skills
Board of Directors, Executive Management, P&L Management, Global Strategy, Operations and..., M&A, Risk Management, Investments, Real Estate, Operations Management, Life Insurance, Annuities, Health Insurance, Strategy Development, Succession Planning, Mergers, International..., Asset Managment, Acquisitions, Fixed Annuities, Mutual Funds, Joint Ventures, Restructuring, Mergers & Acquisitions, Portfolio Management, Strategy, Corporate Law, Due Diligence, Asset Management, Financial Reporting, Negotiation, Leadership, Insurance, Corporate Governance, Employee Benefits, Financial Analysis, Financial Risk, Alternative Investments, Securities, Business Development, Structured Finance, Private Equity, Financial Services, Investment Management, Strategic Financial..., Venture Capital, Finance, Corporate Finance, Equities, Valuation
Education
Duke University School of Law 1975 — 1978
J.D., Law
Kent State University - Graduate School of Management 1974 — 1975
M.A., Economics
Kent State University 1970 — 1974
B.S., Education
Babson Capital Global Short Duration High Yield Fund (NYSE: BGH) October 2012 - Present
Babson Global Credit Income Opportunities Fund (Symbol: BXIAX) July 2013 - Present
Babson Global Floating Rate Fund (Symbol: BXFAX) July 2013 - Present
Master Asset Vehicle II (MAV II) August 2012 - September 2013
Massachusetts Mutual Life Insurance Company May 2000 - April 2011
MassMutual International LLC, an international life insurance, health, annuities & pension company 2008 - 2011
Babson Capital Management LLC May 2000 - September 2008
Babson Capital Management 2000 - 2008
Day Pitney LLP February 1988 - May 2000
Skills
Board of Directors, Executive Management, P&L Management, Global Strategy, Operations and..., M&A, Risk Management, Investments, Real Estate, Operations Management, Life Insurance, Annuities, Health Insurance, Strategy Development, Succession Planning, Mergers, International..., Asset Managment, Acquisitions, Fixed Annuities, Mutual Funds, Joint Ventures, Restructuring, Mergers & Acquisitions, Portfolio Management, Strategy, Corporate Law, Due Diligence, Asset Management, Financial Reporting, Negotiation, Leadership, Insurance, Corporate Governance, Employee Benefits, Financial Analysis, Financial Risk, Alternative Investments, Securities, Business Development, Structured Finance, Private Equity, Financial Services, Investment Management, Strategic Financial..., Venture Capital, Finance, Corporate Finance, Equities, Valuation
Education
Duke University School of Law 1975 — 1978
J.D., Law
Kent State University - Graduate School of Management 1974 — 1975
M.A., Economics
Kent State University 1970 — 1974
B.S., Education
Amanda Grant Amanda Grant's Babson Capital Management LLC Experience 2004 - 2006
Job Principal at Third Street Partners
Industry Financial Services
Experience
Third Street Partners September 2015 - Present
USAdopt, LLC April 2011 - Present
Columbia Management April 2007 - April 2011
Babson Capital Management LLC 2004 - 2006
Curant Associates, LLC 2001 - 2003
Mitchell Hutchins 1998 - 2001
Oppenheimer Capital 1990 - 1998
Shearson Lehman Hutton, Inc. 1987 - 1990
Skills
Adoption, Domestic Adoption, Adoption coaching, Adoption navigation, Coaching, Financing adoption, Adoption process, Leadership Development, Team Building, Organizational..., Strategic Planning, Conflict Resolution, Public Speaking, Change Management, Mergers, Process Improvement, Customer Relations, Staff Development, Business Strategy, Talent Acquisition, Team Leadership, Organizational..., Event Planning, Customer Service, Organizational Design, Marketing Strategy, Marketing, Mergers & Acquisitions, Training, Performance Management, Financial Services, Management, Leadership, Social Services, Program Development, Social Networking, Human Resources, Strategy, Nonprofits, Program Management, Fundraising, Entrepreneurship, Grants, Workshop Facilitation, Start-ups, Recruiting, Executive Management, Management Consulting, Executive Coaching, Policy
Education
Rutgers School of Social Work 2011 — 2012
Clinical Certification in Adoption, Adoption
Hunter College - CUNY 1990 — 1994
MA, English Literature
Pace University 1986 — 1990
BA, English Literature
Third Street Partners September 2015 - Present
USAdopt, LLC April 2011 - Present
Columbia Management April 2007 - April 2011
Babson Capital Management LLC 2004 - 2006
Curant Associates, LLC 2001 - 2003
Mitchell Hutchins 1998 - 2001
Oppenheimer Capital 1990 - 1998
Shearson Lehman Hutton, Inc. 1987 - 1990
Skills
Adoption, Domestic Adoption, Adoption coaching, Adoption navigation, Coaching, Financing adoption, Adoption process, Leadership Development, Team Building, Organizational..., Strategic Planning, Conflict Resolution, Public Speaking, Change Management, Mergers, Process Improvement, Customer Relations, Staff Development, Business Strategy, Talent Acquisition, Team Leadership, Organizational..., Event Planning, Customer Service, Organizational Design, Marketing Strategy, Marketing, Mergers & Acquisitions, Training, Performance Management, Financial Services, Management, Leadership, Social Services, Program Development, Social Networking, Human Resources, Strategy, Nonprofits, Program Management, Fundraising, Entrepreneurship, Grants, Workshop Facilitation, Start-ups, Recruiting, Executive Management, Management Consulting, Executive Coaching, Policy
Education
Rutgers School of Social Work 2011 — 2012
Clinical Certification in Adoption, Adoption
Hunter College - CUNY 1990 — 1994
MA, English Literature
Pace University 1986 — 1990
BA, English Literature
Amy Caruso's Babson Capital Management LLC Experience March 2013 - April 2015
Job Director at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
Babson Capital Management LLC March 2013 - April 2015
Babson Capital Management LLC June 2010 - March 2013
Babson Capital Management LLC January 2008 - June 2010
MassMutual Financial Group May 2006 - December 2007
MassMutual Financial Group May 2001 - May 2006
Sovereign Bank March 2000 - November 2000
BankBoston July 1997 - March 2000
The Children's Study Home June 1994 - July 1997
Skills
Project Management, Media Relations, Fundraising, Regulatory Analysis, Non-profits, Newsletters, Management, Blogging, Marketing Strategy, Marketing Communications, Analysis, Due Diligence, Event Planning, Social Media, Leadership, Social Media Marketing
Education
University of Massachusetts, Amherst 1998 — 2001
MBA, Marketing
Barry University 1990 — 1994
Bachelors of Arts, English, Professional Writing
Georgetown University/Fund for American Studies
Certificate, Institute of Political Journalism
Southwick High School 1986 — 1990
The Depository Trust & Clearing Corporation April 2015 - Present
Babson Capital Management LLC March 2013 - April 2015
Babson Capital Management LLC June 2010 - March 2013
Babson Capital Management LLC January 2008 - June 2010
MassMutual Financial Group May 2006 - December 2007
MassMutual Financial Group May 2001 - May 2006
Sovereign Bank March 2000 - November 2000
BankBoston July 1997 - March 2000
The Children's Study Home June 1994 - July 1997
Skills
Project Management, Media Relations, Fundraising, Regulatory Analysis, Non-profits, Newsletters, Management, Blogging, Marketing Strategy, Marketing Communications, Analysis, Due Diligence, Event Planning, Social Media, Leadership, Social Media Marketing
Education
University of Massachusetts, Amherst 1998 — 2001
MBA, Marketing
Barry University 1990 — 1994
Bachelors of Arts, English, Professional Writing
Georgetown University/Fund for American Studies
Certificate, Institute of Political Journalism
Southwick High School 1986 — 1990
Kevin M. Falahee Kevin M. Falahee's Babson Capital Management LLC Experience July 2010 - October 2011
Job Compliance Officer at Man Group
Industry Financial Services
Experience
Man Group May 2015 - Present
AllianceBernstein January 2012 - May 2015
Deutsche Bank Securities November 2011 - January 2012
Babson Capital Management, LLC July 2010 - October 2011
Hon. Elizabeth S. Stong, US Bankruptcy Court, EDNY January 2010 - April 2010
New York Liquidation Bureau September 2009 - December 2009
NYS Grievance Committee May 2009 - August 2009
Cahill Gordon & Reindel, LLP June 2006 - August 2008
Skills
Series 7, Westlaw, Series 24
Education
Brooklyn Law School 2008 — 2011
Juris Doctor
State University of New York College at New Paltz
Bachelor of Arts, English
Man Group May 2015 - Present
AllianceBernstein January 2012 - May 2015
Deutsche Bank Securities November 2011 - January 2012
Babson Capital Management, LLC July 2010 - October 2011
Hon. Elizabeth S. Stong, US Bankruptcy Court, EDNY January 2010 - April 2010
New York Liquidation Bureau September 2009 - December 2009
NYS Grievance Committee May 2009 - August 2009
Cahill Gordon & Reindel, LLP June 2006 - August 2008
Skills
Series 7, Westlaw, Series 24
Education
Brooklyn Law School 2008 — 2011
Juris Doctor
State University of New York College at New Paltz
Bachelor of Arts, English
Richard Kolensky Richard Kolensky's Babson Capital Management LLC Experience 2005 - April 2010
Job Product Owner At FPI
Industry Financial Services
Experience
FPI 2010 - Present
Babson Capital April 2010 - November 2010
Babson Capital Management LLC 2005 - April 2010
MassMutual Financial Group 2004 - 2005
Aetna 2001 - 2004
Factorum Inc 1998 - 2003
Skills
Business Analysis, Business Intelligence, Project Management, Data Warehousing, SharePoint, Fixed Income, Leadership, K2, SOA, Visual Studio, C#, BizTalk, SharePoint..., Workfow, Visual Basic, JavaScript, CSS, Microsoft SQL Server, COBOL, JCL, ETL, Credit, Finance, DocuSign, MVVM, WCF, Digital Strategy, Persona, Customer Journey Mapping, SDLC, Process Improvement, Requirements Analysis, Management, SQL, Agile Methodologies
Education
Siena College 1982 — 1986
bs, computer science
FPI 2010 - Present
Babson Capital April 2010 - November 2010
Babson Capital Management LLC 2005 - April 2010
MassMutual Financial Group 2004 - 2005
Aetna 2001 - 2004
Factorum Inc 1998 - 2003
Skills
Business Analysis, Business Intelligence, Project Management, Data Warehousing, SharePoint, Fixed Income, Leadership, K2, SOA, Visual Studio, C#, BizTalk, SharePoint..., Workfow, Visual Basic, JavaScript, CSS, Microsoft SQL Server, COBOL, JCL, ETL, Credit, Finance, DocuSign, MVVM, WCF, Digital Strategy, Persona, Customer Journey Mapping, SDLC, Process Improvement, Requirements Analysis, Management, SQL, Agile Methodologies
Education
Siena College 1982 — 1986
bs, computer science
Libby E. Liebig's Babson Capital Management LLC Experience August 2005 - July 2006
Job Principal Senior Compliance Manager at Mercer Investments
Industry Investment Management
Experience
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Mercer Investments July 2014 - Present
Straightline October 2012 - June 2014
Liebig and Associates October 2004 - October 2012
FrontLine Compliance, LLC December 2011 - April 2012
NorthPointe Capital September 2008 - July 2011
HarbourVest Partners, LLC July 2006 - August 2008
Babson Capital Management LLC August 2005 - July 2006
Pioneer Investments April 2004 - August 2005
Lee Munder Capital Group March 2001 - April 2004
The LMCG Funds March 2001 - August 2002
Skills
Investment Advisor..., Investment Advisor..., Business Strategy, Business Development, Policies and Procedures, SEC Rules and..., 1940 Act, Investment Company Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Creative Writing, Report Writing, Executive Management
Education
New England College of Business and Finance 2011 — 2012
MBA
University of Phoenix 2001 — 2004
BS, Business Management
Seaholm 1983 — 1987
Seaholm
Thomas Kulina, MBA, PMP Thomas Kulina, MBA, PMP's Babson Capital Management LLC Experience January 2001 - January 2009
Job Cross Application Project Manager
Industry Insurance
Experience
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
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
Eric Jan, CAIA's Babson Capital Management LLC Experience January 2006 - Present
Job Director at Babson Capital (Structured Credit Products and Investments)
Industry Investment Management
Experience
Babson Capital Management LLC January 2006 - Present
Invicta Credit LLC 2006 - 2014
Honeywell Airframe Systems June 2004 - November 2005
Honeywell Engine Systems & Accessories August 2002 - May 2004
Eastman Kodak Company - Digital & Applied Imaging July 2001 - December 2001
AlliedSignal Aerospace Equipment Systems July 1998 - April 2000
Skills
Asset Management, Financial Modeling, Six Sigma, Manufacturing, Options, Fixed Income, CDO, Leadership, Structured Finance, Structured Products, Investments, Derivatives, Equities, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Operation / Financial Engineering
Massachusetts Institute of Technology 2000 — 2002
MS, Electrical Engineering & Computer Science
California Institute of Technology 1996 — 1998
MS, Mechanical Engineering
California Institute of Technology 1994 — 1998
BS, Engineering & Applied Science
Babson Capital Management LLC January 2006 - Present
Invicta Credit LLC 2006 - 2014
Honeywell Airframe Systems June 2004 - November 2005
Honeywell Engine Systems & Accessories August 2002 - May 2004
Eastman Kodak Company - Digital & Applied Imaging July 2001 - December 2001
AlliedSignal Aerospace Equipment Systems July 1998 - April 2000
Skills
Asset Management, Financial Modeling, Six Sigma, Manufacturing, Options, Fixed Income, CDO, Leadership, Structured Finance, Structured Products, Investments, Derivatives, Equities, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Operation / Financial Engineering
Massachusetts Institute of Technology 2000 — 2002
MS, Electrical Engineering & Computer Science
California Institute of Technology 1996 — 1998
MS, Mechanical Engineering
California Institute of Technology 1994 — 1998
BS, Engineering & Applied Science
Ransom Trimble's Babson Capital Management LLC Experience February 2000 - May 2004
Job Veteran IT Professional
Industry Information Technology and Services
Experience
NUVIEW SYSTEMS, INC. November 2010 - October 2011
KOFAX INC. (FORMERLY 170 SYSTEMS INC) January 2006 - November 2010
IDIOM TECHNOLOGIES INC February 2005 - January 2006
BABSON CAPITAL MANAGEMENT LLC February 2000 - May 2004
Skills
Norton Ghost, Active Directory, VMware, Servers, Microsoft Exchange, Technical Support, Security, Troubleshooting, Disaster Recovery, VPN, System Administration, Data Center, Enterprise Software, Operating Systems, Routers, Blackberry Enterprise...
Education
University of Massachusetts, Amherst
Bachelor of Arts
NUVIEW SYSTEMS, INC. November 2010 - October 2011
KOFAX INC. (FORMERLY 170 SYSTEMS INC) January 2006 - November 2010
IDIOM TECHNOLOGIES INC February 2005 - January 2006
BABSON CAPITAL MANAGEMENT LLC February 2000 - May 2004
Skills
Norton Ghost, Active Directory, VMware, Servers, Microsoft Exchange, Technical Support, Security, Troubleshooting, Disaster Recovery, VPN, System Administration, Data Center, Enterprise Software, Operating Systems, Routers, Blackberry Enterprise...
Education
University of Massachusetts, Amherst
Bachelor of Arts
Jennifer Korn's Babson Capital Management LLC Experience May 2004 - August 2005
Job Director, Acquisition Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Conning Asset Management April 2011 - January 2012
Putnam Investments August 2006 - September 2010
Loomis, Sayles & Company, LLC September 2005 - August 2006
Babson Capital Management, LLC May 2004 - August 2005
Putnam Investments September 2001 - May 2004
Putnam Investments December 1999 - September 2001
Education
Stonehill College 1995 — 1999
BS, Marketing
TIAA-CREF January 2012 - Present
Conning Asset Management April 2011 - January 2012
Putnam Investments August 2006 - September 2010
Loomis, Sayles & Company, LLC September 2005 - August 2006
Babson Capital Management, LLC May 2004 - August 2005
Putnam Investments September 2001 - May 2004
Putnam Investments December 1999 - September 2001
Education
Stonehill College 1995 — 1999
BS, Marketing
Rick Abel's Babson Capital Management LLC Experience 2000 - Present
Job Director at Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management, LLC 2000 - Present
MassMutual Financial Group 1998 - 2000
GE Energy 1994 - 1998
GE Energy 1989 - 1994
Skills
Investments, Structured Products, Structured Finance, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Alternative Investments, Credit, Securities, Asset Management, Derivatives, Finance, Risk Management
Education
Siena College 1988 — 1990
BS, Finance
Babson Capital Management, LLC 2000 - Present
MassMutual Financial Group 1998 - 2000
GE Energy 1994 - 1998
GE Energy 1989 - 1994
Skills
Investments, Structured Products, Structured Finance, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Alternative Investments, Credit, Securities, Asset Management, Derivatives, Finance, Risk Management
Education
Siena College 1988 — 1990
BS, Finance
Jeffrey Kahan, CCP, CBP, GRP's Babson Capital Management LLC Experience November 2005 - Present
Job Managing Director, Human Resouces Compensation/Benefits at Babson Capital Management LLC
Industry Financial Services
Experience
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
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
Nathaniel Barker's Babson Capital Management LLC Experience January 2008 - Present
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management LLC January 2008 - Present
Kroll Talbot Hughes September 2003 - December 2007
KPMG August 2000 - August 2003
Arthur Andersen September 1994 - August 2000
Skills
Capital Markets, Fixed Income, Private Equity, Investments, Asset Management, Finance, Securities, Bloomberg
Education
University of Utah - David Eccles School of Business 1992 — 1994
MBA, Finance, Accounting
Tufts University 1985 — 1989
BA, History
London School of Economics and Political Science 1987 — 1988
General Course
Babson Capital Management LLC January 2008 - Present
Kroll Talbot Hughes September 2003 - December 2007
KPMG August 2000 - August 2003
Arthur Andersen September 1994 - August 2000
Skills
Capital Markets, Fixed Income, Private Equity, Investments, Asset Management, Finance, Securities, Bloomberg
Education
University of Utah - David Eccles School of Business 1992 — 1994
MBA, Finance, Accounting
Tufts University 1985 — 1989
BA, History
London School of Economics and Political Science 1987 — 1988
General Course
Matthew Natcharian's Babson Capital Management LLC Experience 1995 - Present
Job Managing Director at Babson Capital Management LLC
Industry Investment Management
Experience
Babson Capital Management LLC 1995 - Present
The Hanover Insurance Group 1993 - 1995
The New England 1991 - 1993
Skills
Investments, Asset Management, Fixed Income, Hedge Funds, Structured Products, Alternative Investments, Trading, Management, Structured Finance, Corporate Finance, Risk Management, CLO, Capital Markets, High Yield, Bloomberg, Bonds
Education
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Shaker High School 1983 — 1986
Babson Capital Management LLC 1995 - Present
The Hanover Insurance Group 1993 - 1995
The New England 1991 - 1993
Skills
Investments, Asset Management, Fixed Income, Hedge Funds, Structured Products, Alternative Investments, Trading, Management, Structured Finance, Corporate Finance, Risk Management, CLO, Capital Markets, High Yield, Bloomberg, Bonds
Education
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Shaker High School 1983 — 1986
Greg Freeman's Babson Capital Management LLC Experience May 2007 - May 2010
Job VP, Eastern Region, Property at Berkshire Hathaway Specialty Insurance
Industry Insurance
Experience
Berkshire Hathaway Specialty Insurance May 2013 - Present
Aon Risk Services May 2010 - May 2013
Babson Capital Management, LLC May 2007 - May 2010
Marsh USA, inc. 2001 - May 2007
United States Marine Corps May 1996 - September 2000
Skills
Insurance, Risk, Property & Casualty..., Risk Management, Reinsurance, Casualty, Commercial Insurance, Portfolio Management, Real Estate Economics, Property, Brokers, Claim, General Insurance, Legal Liability, Commercial Lines, Excess, Insurance Brokerage, Claims Management, Employment Practices..., Captives, Directors & Officers..., Litigation Management, Umbrella Insurance, Enterprise Risk..., Liability Analysis, Casualty Insurance, Financial Risk, Marketing
Education
Suffolk University Law School 2002 — 2006
JD, Law
Fairfield University 1992 — 1996
BA, Politics
Berkshire Hathaway Specialty Insurance May 2013 - Present
Aon Risk Services May 2010 - May 2013
Babson Capital Management, LLC May 2007 - May 2010
Marsh USA, inc. 2001 - May 2007
United States Marine Corps May 1996 - September 2000
Skills
Insurance, Risk, Property & Casualty..., Risk Management, Reinsurance, Casualty, Commercial Insurance, Portfolio Management, Real Estate Economics, Property, Brokers, Claim, General Insurance, Legal Liability, Commercial Lines, Excess, Insurance Brokerage, Claims Management, Employment Practices..., Captives, Directors & Officers..., Litigation Management, Umbrella Insurance, Enterprise Risk..., Liability Analysis, Casualty Insurance, Financial Risk, Marketing
Education
Suffolk University Law School 2002 — 2006
JD, Law
Fairfield University 1992 — 1996
BA, Politics
John Peters, PMP's Babson Capital Management LLC Experience August 2005 - Present
Job Director at Babson Capital Management LLC
Industry Investment Management
Experience
Babson Capital Management LLC August 2005 - Present
Enherent/PRT February 1998 - August 2005
enherent 1997 - 2005
Education
University of Manitoba 1984 — 1988
B.S, Computer Science
Babson Capital Management LLC August 2005 - Present
Enherent/PRT February 1998 - August 2005
enherent 1997 - 2005
Education
University of Manitoba 1984 — 1988
B.S, Computer Science
Krishna Kumbum's Babson Capital Management LLC Experience April 2008 - September 2011
Job Application Development Manager at CIGNA Healthcare
Industry Investment Management
Experience
CIGNA Healthcare September 2011 - Present
Babson Capital Management LLC April 2008 - September 2011
Enherent Corp December 2004 - April 2008
Satyam Computer Services November 1997 - December 2004
Skills
SDLC, Requirements Analysis, Business Analysis, Resource Management, Global Delivery, Software Project..., Informatica, DB2, Business Intelligence, Mainframe, Data Warehousing, Agile Methodologies
Education
Osmania University 1994 — 1997
MS, Computer
Osmania University 1991 — 1994
BS in Computers
CIGNA Healthcare September 2011 - Present
Babson Capital Management LLC April 2008 - September 2011
Enherent Corp December 2004 - April 2008
Satyam Computer Services November 1997 - December 2004
Skills
SDLC, Requirements Analysis, Business Analysis, Resource Management, Global Delivery, Software Project..., Informatica, DB2, Business Intelligence, Mainframe, Data Warehousing, Agile Methodologies
Education
Osmania University 1994 — 1997
MS, Computer
Osmania University 1991 — 1994
BS in Computers
Kurt Umholtz's Babson Capital Management LLC Experience 2003 - 2005
Job Owner, The Parker River Group, Inc.
Industry Information Technology and Services
Experience
The Parker River Group, Inc. Enterprise Client Reporting Consultant
State Street Bank 2006 - 2007
Mosiki Development 2005 - 2007
Babson Capital Management, LLC 2003 - 2005
Simply Found 2001 - 2003
Thomson Financial - First Call 1999 - 2002
Beacon Design Group 1991 - 2000
Prudential Investments 1997 - 1999
State Street Research and Management 1987 - 1998
SSRM 1987 - 1992
Skills
Requirements Analysis, Business Analysis, Fixed Income, SDLC, Software Project...
Education
Syracuse University 1983 — 1986
Bachelor of Fine Arts (BFA), Painting
Michigan Technological University 1982 — 1983
Computer Engineering
The Parker River Group, Inc. Enterprise Client Reporting Consultant
State Street Bank 2006 - 2007
Mosiki Development 2005 - 2007
Babson Capital Management, LLC 2003 - 2005
Simply Found 2001 - 2003
Thomson Financial - First Call 1999 - 2002
Beacon Design Group 1991 - 2000
Prudential Investments 1997 - 1999
State Street Research and Management 1987 - 1998
SSRM 1987 - 1992
Skills
Requirements Analysis, Business Analysis, Fixed Income, SDLC, Software Project...
Education
Syracuse University 1983 — 1986
Bachelor of Fine Arts (BFA), Painting
Michigan Technological University 1982 — 1983
Computer Engineering
Thomas Finke's Babson Capital Management LLC Experience Managing DirectorBabson Capital ManagementJune 2002 - Present
Job President at Babson Capital Management LLC
Industry Investment Management
Experience
Babson Capital Management LLC Managing DirectorBabson Capital ManagementJune 2002 - Present
Education
Duke University - The Fuqua School of Business 1989 — 1991
Babson Capital Management LLC Managing DirectorBabson Capital ManagementJune 2002 - Present
Education
Duke University - The Fuqua School of Business 1989 — 1991
Thomas Finke's Babson Capital Management LLC Experience December 2008 - Present
Job Chairman and CEO Babson Capital Management, LLC
Industry Investment Management
Experience
Babson Capital Management LLC December 2008 - Present
MassMutual December 2008 - May 2011
Babson Capital Management LLC August 2007 - December 2008
Babson Capital Management June 2002 - December 2008
First Union Institutional Debt Management, Inc. September 1998 - June 2002
Bear Stearns June 1994 - March 1997
Mellon Bank July 1991 - June 1994
Westpac February 1988 - July 1989
First Union National Bank June 1986 - February 1988
Skills
Investment Management, Capital Markets, High Yield, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Private Equity, Structured Finance, Bonds, Securities
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BS, Commerce
Babson Capital Management LLC December 2008 - Present
MassMutual December 2008 - May 2011
Babson Capital Management LLC August 2007 - December 2008
Babson Capital Management June 2002 - December 2008
First Union Institutional Debt Management, Inc. September 1998 - June 2002
Bear Stearns June 1994 - March 1997
Mellon Bank July 1991 - June 1994
Westpac February 1988 - July 1989
First Union National Bank June 1986 - February 1988
Skills
Investment Management, Capital Markets, High Yield, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Asset Managment, Investment Advisory, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Private Equity, Structured Finance, Bonds, Securities
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BS, Commerce
Mary Ellen Wesneski's Babson Capital Management LLC Experience 1999 - 2005
Job Investment Management Professional
Industry Investment Management
Experience
Massachusetts Mutual Life Insurance Company 2005 - 2007
Babson Capital Management LLC 1999 - 2005
Deloitte & Touche 1996 - 1999
BayBank 1994 - 1996
Phoenix Equity Planning Corporation 1986 - 1994
Phoenix Mutual Life Insurance Company 1982 - 1994
The Hartford Insurance Group 1981 - 1982
Skills
Management, Strategic Planning, Program Management, Process Improvement, Leadership, Risk Management, Business Analysis, Insurance, Team Building, Strategy
Education
Central Connecticut State University 1975 — 1978
MS, Education
Notre Dame of Maryland University 1968 — 1972
BA, English
Massachusetts Mutual Life Insurance Company 2005 - 2007
Babson Capital Management LLC 1999 - 2005
Deloitte & Touche 1996 - 1999
BayBank 1994 - 1996
Phoenix Equity Planning Corporation 1986 - 1994
Phoenix Mutual Life Insurance Company 1982 - 1994
The Hartford Insurance Group 1981 - 1982
Skills
Management, Strategic Planning, Program Management, Process Improvement, Leadership, Risk Management, Business Analysis, Insurance, Team Building, Strategy
Education
Central Connecticut State University 1975 — 1978
MS, Education
Notre Dame of Maryland University 1968 — 1972
BA, English
Derek R. Nault, CFA, CAIA's Babson Capital Management LLC Experience April 2010 - July 2012
Job Vice President, AssetBacked Finance Trading at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities September 2012 - November 2014
Babson Capital Management, LLC April 2010 - July 2012
Arch Street Financial, LP August 2009 - April 2010
DKR Commodity SPC Portfolio April 2008 - September 2008
DKR Capital, LP April 2007 - September 2007
DKR Capital, LP April 2006 - September 2006
Skills
Equities, Portfolio Management, Bloomberg, Investments, Investment Banking, Trading, Equity Research, Asset Allocation, Investment Strategies, Commodity, Bonds, Mutual Funds, Financial Risk, Economics, Analysis
Education
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Miami University 2005 — 2009
BS Business
Wells Fargo Securities September 2012 - November 2014
Babson Capital Management, LLC April 2010 - July 2012
Arch Street Financial, LP August 2009 - April 2010
DKR Commodity SPC Portfolio April 2008 - September 2008
DKR Capital, LP April 2007 - September 2007
DKR Capital, LP April 2006 - September 2006
Skills
Equities, Portfolio Management, Bloomberg, Investments, Investment Banking, Trading, Equity Research, Asset Allocation, Investment Strategies, Commodity, Bonds, Mutual Funds, Financial Risk, Economics, Analysis
Education
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Miami University 2005 — 2009
BS Business
Audrey Meyer Lampert's Babson Capital Management LLC Experience July 2001 - Present
Job Managing Director at Babson Capital Management LLC
Industry Financial Services
Experience
Babson Capital Management LLC July 2001 - Present
Aeltus Investment Management February 1999 - June 2000
Evergreen Investments 1989 - 1999
Skills
Alternative Investments, Investment Management, Portfolio Management, High Yield, Asset Management, Investment Strategies, Bonds, Asset Managment, Investments, Structured Finance, Bloomberg, Mutual Funds, Finance, Securities, Equities, Global Bank Analyst, Chartered Financial..., Asset Allocation
Education
Lindenwood University
BA, Psychology
Babson Capital Management LLC July 2001 - Present
Aeltus Investment Management February 1999 - June 2000
Evergreen Investments 1989 - 1999
Skills
Alternative Investments, Investment Management, Portfolio Management, High Yield, Asset Management, Investment Strategies, Bonds, Asset Managment, Investments, Structured Finance, Bloomberg, Mutual Funds, Finance, Securities, Equities, Global Bank Analyst, Chartered Financial..., Asset Allocation
Education
Lindenwood University
BA, Psychology
Mary Ann Spencer's Babson Capital Management LLC Experience January 1999 - August 2009
Job Experienced Investment Professional
Industry Nonprofit Organization Management
Experience
Babson Capital Management LLC January 1999 - August 2009
Massachusetts Mutual Life Insurance Company March 1996 - January 1999
Connecticut Mutual Life Insurance Company April 1985 - March 1996
Massachusetts Mutual Life Insurance Company January 1981 - April 1985
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Boston College 1975 — 1979
BS, Finance, Economics
Babson Capital Management LLC January 1999 - August 2009
Massachusetts Mutual Life Insurance Company March 1996 - January 1999
Connecticut Mutual Life Insurance Company April 1985 - March 1996
Massachusetts Mutual Life Insurance Company January 1981 - April 1985
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Boston College 1975 — 1979
BS, Finance, Economics
Edwin D. (Ted) Everett, CFA's Babson Capital Management LLC Experience 2002 - 2006
Job
Industry Investment Management
Experience
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
J. Steven Staggs's Babson Capital Management LLC Experience 2001 - 2009
Job Student
Industry Hospital & Health Care
Experience
AM Private Investments, Inc. 2009 - 2011
The Williston Northampton School 2006 - 2011
Babson Capital Management LLC 2001 - 2009
Education
Babson College 1983 — 1987
MBA, Finance/Accounting
Springfield College 1979 — 1983
BS, Business Management
AM Private Investments, Inc. 2009 - 2011
The Williston Northampton School 2006 - 2011
Babson Capital Management LLC 2001 - 2009
Education
Babson College 1983 — 1987
MBA, Finance/Accounting
Springfield College 1979 — 1983
BS, Business Management
Tiffany Marosits's Babson Capital Management LLC Experience April 2007 - Present
Job Counsel at Babson Capital Management LLC
Industry Financial Services
Experience
Babson Capital Management LLC April 2007 - Present
Dechert LLP 2002 - 2007
Investors Bank & Trust June 1997 - August 1999
Skills
Securities Regulation, Securities, Asset Management, Corporate Governance, Contract Negotiation, FINRA, Due Diligence, Structured Finance
Education
Boston College Law School 1999 — 2002
jd, law
Muhlenberg College 1992 — 1996
B.S., Mathematics/Theater Arts
Babson Capital Management LLC April 2007 - Present
Dechert LLP 2002 - 2007
Investors Bank & Trust June 1997 - August 1999
Skills
Securities Regulation, Securities, Asset Management, Corporate Governance, Contract Negotiation, FINRA, Due Diligence, Structured Finance
Education
Boston College Law School 1999 — 2002
jd, law
Muhlenberg College 1992 — 1996
B.S., Mathematics/Theater Arts
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union