Boston Financial

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Boston Financial Employees

Employee
Years
Job
Industry
Jill Armendariz Jill Armendariz Phoenix, Arizona Area Details
Jill Armendariz's Boston Financial Experience June 2011 - July 2015
Job Graphic Designer at CBRE
Industry Design
Experience
CBRE  August 2015 - Present
McLean MasterWorks   July 2015 - Present
Flory Design   February 2014 - July 2015
Boston Financial   June 2011 - July 2015
University of Kansas  August 2013 - December 2014
Camp Birchwood for Girls   May 2014 - August 2014
SUA Photography   January 2011 - December 2013

Skills
Photoshop, Digital Photography, Graphic Design, Black & White Film..., Studio Lighting, Darkroom, InDesign, Illustrator, WordPress, Lightroom, Nikon Equipment, Canon Equipment, Final Cut Pro, Advertising, Photography, Logo Design, Typography, Adobe Creative Suite, Microsoft Office

Education
University of Kansas   2010 — 2014
BFA, Design, Minor in Entrepreneurship

Katherine Provost Katherine Provost Greater Boston Area Details
Katherine Provost's Boston Financial Experience 1993 - 2009
Job Family Self Sufficiency Coordinator at Wayland Housing Authority
Industry Professional Training & Coaching
Experience
Wayland Housing Authority   June 2009 - Present
Boston Financial   1993 - 2009

Skills
Career Counseling, Financial Planning, Career Development, Job Search Strategies, Resume Writing, Affordable Housing, Social Services, Relationship Management, Fundraising

Education
Boston University
Master of Business Administration (M.B.A.)

Vanderbilt University
Bachelor of Arts (B.A.)

Robert Lynch Robert Lynch Greater Boston Area Details
Robert Lynch's Boston Financial Experience 2004 - 2007
Job V.P. Client Service & Sales
Industry Financial Services
Experience
Kelly Financial Services  September 2009 - Present
Lynch Financial Services   2012 - Present
Irish Pastoral Centre   December 2006 - Present
Phillips Inc.   2007 - 2008
Boston Financial   2004 - 2007
Federated Investors  1997 - 2004
Scudder Investments  1992 - 1997

Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management

Education
University of Massachusetts Boston
B.A.

Graham Stalley Graham Stalley Greater Boston Area Details
Graham Stalley's Boston Financial Experience January 1996 - December 1999
Job Independent Software Developer / IBM Notes & Domino Xpages / MS Dynamics CRM , JavaScript , SQL ++ I can help !
Industry Computer Software
Experience
BDS Software, Inc.   March 2009 - Present
BDS Software, Inc.   March 2009 - Present
MMA Financial  January 1996 - February 2009
Lend Lease, LLC   January 2000 - January 2003
Boston Financial   January 1996 - December 1999

Skills
Software Development, Application Development, Software Design, Business Intelligence, Process Management, Project Management, Due Diligence, Strategic Planning, Business Analysis, Property Management, XPages, JavaScript, Windows, CRM, Leadership, Visual Basic, .NET, Integration, Management, Finance, Investments, C#

Education
Keele University
BA, Mathematics and Psychology

Tim Martorella Tim Martorella Miami/Fort Lauderdale Area Details
Tim Martorella's Boston Financial Experience 1994 - 1998
Job Managing Director at Madison Capital Group, LLC
Industry Real Estate
Experience
Madison Capital Group, LLC   1999 - Present
Boston Financial   1994 - 1998
Boston Properties  1989 - 1991
Prudential Realty Group  1987 - 1989

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Finance

University of Virginia   1983 — 1987
BA, Economics

Upper Dublin High School   1980 — 1983

Arlindo Alves Arlindo Alves Providence, Rhode Island Area Details
Arlindo Alves's Boston Financial Experience April 2000 - May 2003
Job Financial and Healthcare professional
Industry Hospital & Health Care
Experience
Tantric Night club   July 2009 - Present
Tantric Lounge   January 2009 - Present
2009 Perot Systems/Blue Cross Blue Shield   November 2004 - May 2006
Boston Financial   April 2000 - May 2003
Fleet Boston Financial, Providence   January 2000 - May 2003
Bank  June 1999 - April 2000
BankBoston, ProvidenceJune   January 1999 - April 2000

Skills
Policy, Finance, Management, Internal Audit

Education
University of Rhode Island   1995 — 1999
Bachelor of Arts, Economics and Political Science

University of Rhode Island   1995 — 1999
Bachelor of Arts, Economics and Political Science

Steve Courter Steve Courter Greater Boston Area Details
Steve Courter's Boston Financial Experience 1999 - 2001
Job Director of Client Services at MSB/Section 504 & IEP Management Systems for Special Education
Industry Education Management
Experience
MSB Management Systems for Student Services   January 2001 - Present
Lend Lease REI  1999 - 2001
Boston Financial   1999 - 2001
Champion Aviation Products   1998 - 1999
Federal Mogul  1997 - 1999
Cooper  1997 - 1999
aimco  1995 - 1998

Skills
Business Development, New Business Development, Contract Negotiation, Customer Satisfaction, Strategic Planning, Leadership, Account Management, Finance, Program Management, Marketing Strategy, Management, Team Building, Customer Service, Public Speaking, Marketing, Business Strategy, Project Management, Strategy, Solution Selling, Sales Management, Strategic Partnerships, Sales, Salesforce.com, Budgets, Consulting, Direct Sales

Education
Bob Jones University   1991 — 1995
Bachelor of Science, Business Administration

Calvary Christian School

Michael Nadeau Michael Nadeau Boston, Massachusetts Details
Michael Nadeau's Boston Financial Experience April 2010 - September 2013
Job Head of Technology / CTO
Industry Investment Management
Experience
Pioneer Investments  September 2013 - Present
Boston Financial   April 2010 - September 2013
Nuveau   July 2009 - March 2010
Wellington Management  January 2007 - May 2009
Wellington Management  June 2005 - October 2008
Wellington Management  July 2003 - January 2007
Wellington Management  June 2000 - July 2003
Wellington Management  May 1997 - June 2000
Wellington Management  February 1995 - May 1997
Liberty Financial Companies  1992 - February 1995

Skills
Executive Management, IT Strategy, Leadership, Agile Project Management, IT Management, Vendor Management, PMO, Digital Strategy, E-business, Global Management, Project Portfolio..., Enterprise Data..., Talent Management, Business Intelligence, Application Management, Risk Management, Portfolio Management, Entrepreneurship, Start-ups, Mobile Technology, Cloud Computing, Professional Services, Compliance, Investments, Asset Management, Product Development, Hedge Funds, Mutual Funds, IT Transformation, Strategic Leadership, Systems Analysis, Product Management, Insurance, Social Media, Financial Markets, Computer Security, Venture Capital, Globalization, Software Engineering, Software Development..., Information Management, Web Applications, IT Outsourcing, Global Sourcing, Transfer Agency, Brokerage, Web Design, Offshoring, Mobile Internet, Mobile Applications

Education
Bentley University   1986 — 1990
BS-CIS, Computer Information Systems / Business

Boston University - School of Management
MBA (partial), Completed half MBA

Ryan Haverty Ryan Haverty Kansas City, Missouri Details
Ryan Haverty's Boston Financial Experience March 2006 - October 2009
Job Founder of R Squared Publishing Co LLC
Industry Publishing
Experience
The Dubliner Irish Pub and Restaurant   March 2012 - Present
R Squared Publishing Co LLC   October 2009 - Present
Boston Financial   March 2006 - October 2009
UBS  June 2004 - August 2004

Skills
Team Leadership, Teamwork, Business Intelligence, Social Skills, Creativity, Networking, Marketing Strategy, Publishing, Event Planning, Public Speaking, Sales

Education
Johnson County Community College   2010 — 2010
Kauffman Entrepreneurial Business Course

Benedictine College   2000 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Bishop Miege High School   1996 — 2000

Greg Judge Greg Judge Greater Boston Area Details
Greg Judge's Boston Financial Experience July 2009 - January 2013
Job Partner, Candeur Group
Industry Real Estate
Experience
Candeur Group   January 2013 - Present
Affordable Investment Advisors   January 2013 - June 2014
Boston Financial   July 2009 - January 2013
MMA Financial  July 2003 - June 2009

Skills
Affordable Housing, Asset Managment, Disposition, Due Diligence, Real Estate, Underwriting, Financial Modeling, Financial Analysis, Real Estate Transactions, Investments, Portfolio Management, Real Estate Economics, Acquisitions, Financial Structuring, Project Finance, Asset Management, LIHTC, Private Equity, Structured Finance, Corporate Finance, Real Estate Development, Commercial Banking, Executive Management, Loans, Finance, Corporate Real Estate, Brokerage, Strategic Planning, Venture Capital, Real Estate Financing

Education
Boston University Questrom School of Business   1998 — 1999
MBA, Business Administration

Colorado College   1982 — 1986
B.A., Economics

Mara Delaney Mara Delaney Greater Boston Area Details
Mara Delaney's Boston Financial Experience May 1984 - April 1999
Job Project Team Group Manager at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  January 2008 - Present
Boston Financial Data Services  June 2006 - January 2008
Boston Financial Data Services  April 1999 - June 2006
boston financial   May 1984 - April 1999

Skills
Business Analysis, Project Management, Financial Services, Process Improvement, Risk Management, Mergers, Vendor Management, Call Centers, Mutual Funds, Leadership, Management, MS Project, Mergers & Acquisitions

Education
University of Massachusetts Boston   1981 — 1987
major: Elementary Education Minor: History

Maureen Bonnar Maureen Bonnar Southbridge, Massachusetts Details
Maureen Bonnar's Boston Financial Experience 1980 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group  February 2010 - Present
GunnAllen Financial  August 2005 - March 2009
Boston Financial Data Services  January 1980 - August 2005
Bsoton Financial Data Services   1980 - 2005
Boston Financial   1980 - 2005

Education
Eastern Nazarene College   1999 — 2001
BS/BA, Business Management

Don Dittemore Don Dittemore Greater Boston Area Details
Don Dittemore's Boston Financial Experience September 1995 - March 2000
Job VP, Information Technology, CISSP, PMP
Industry Information Technology and Services
Experience
Imagitas, a Red Ventures Company   June 2007 - Present
RS Information Systems  March 2006 - May 2007
RS Information Systems  April 2004 - March 2006
RS Information Systems  March 2000 - March 2004
Boston Financial   September 1995 - March 2000

Skills
Analytics, Leadership, Vendor Management, Program Management, Business Strategy, SDLC, Project Management, Cross-functional Team..., Business Process..., Strategic Planning, Account Management, Cloud Computing, Team Building, Change Management, Operations Management, Business Analysis, New Business Development, Team Leadership, SaaS, Direct Marketing, Enterprise Architecture, IT Strategy, Budgets, Management Consulting, Product Management, Unix, Business Intelligence, Software Development, Oracle, Strategy, Management, Business Development, Databases, E-commerce, Quality Assurance, Analysis, Strategic Partnerships, Agile & Waterfall..., 24x7 Production Support

Education
George Mason University   1990 — 1995
BA, Communications

Kevin Purce Kevin Purce Albany, New York Area Details
Kevin Purce's Boston Financial Experience June 2008 - August 2008
Job Sales Executive at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  June 2014 - Present
Reich & Tang Funds  July 2010 - May 2014
Boston Financial   June 2008 - August 2008

Skills
Mutual Funds, Series 63, Bloomberg, Financial Services, Equities, Asset Management, Fixed Income, Relationship Management, Investments, Alternative Investments, Wealth Management, Asset Allocation, Sales, Series 6, Marketing

Education
University at Albany   2005 — 2009

Stephanie Parlato Stephanie Parlato Leawood, Kansas Details
Stephanie Parlato's Boston Financial Experience January 2010 - January 2011
Job Client Services
Industry Financial Services
Experience
Trust Sourcing Solutions   January 2013 - Present
State Street  February 2011 - December 2012
Boston Financial   January 2010 - January 2011

Skills
Customer Service, Mutual Funds, Securities, Financial Services, Equities, Fixed Income, Microsoft Word, Global Operations, International Trade, Electronic Trading, Trading, Relationship Management, Banking, Corporate Communications, Microsoft Office, Microsoft Excel, Sales, Investments, Bonds, Bloomberg, ETFs, Account Reconciliation, Financial Markets, Portfolio Management, Asset Management, Risk Management, Alternative Investments, Time Management, Computer Proficiency, Conflict Resolution, Time Deposits, Organization Skills, Organizational...

Education
The University of Kansas   2005 — 2008
B.A., Communications, Sociology

University of Kansas   2005 — 2008
Bachelor of Arts, Communication Studies

Carol Watches Carol Watches Greater Boston Area Details
Carol Watches's Boston Financial Experience January 1994 - January 2000
Job Sales Manager
Industry Financial Services
Experience
Crate and Barrel  October 2014 - Present
Boston Financial Data Services  January 1996 - January 2000
Boston Financial   January 1994 - January 2000
Kemper Financial Services  January 1992 - January 1994
Kemper Financial  January 1991 - January 1992
ATT American Transtech  January 1989 - January 1991
ATT American Transtech  January 1987 - January 1989
The Putnam Companies   January 1984 - January 1987
Bradford Trust Company  January 1981 - January 1984

Skills
Management, Business Analysis, Training, Sales, Budgets, Account Management, Quality Assurance, Time Management, Retail, Social Media, Direct Sales

Education
Skidmore College
BA, English/Business

Skidmore College
BA, Business/English

Karen Fiello Karen Fiello Syracuse, New York Area Details
Karen Fiello's Boston Financial Experience 1995 - 1997
Job Human Resources Director at Dunkin Donuts, The Wolak Group
Industry Food & Beverages
Experience
Dunkin Donuts, The Wolak Group   May 2013 - Present
The Hayner Hoyt Corporation  2007 - May 2013
Partners in Health Systems   2004 - 2007
InterActive Therapy Group  2003 - 2004
Agfa Monotype Corporation   2002 - 2003
Comprehensive Identification Products, Inc.   1998 - 2002
Boston Financial   1995 - 1997
Bain & Company  1992 - 1994
Liberty Mutual Insurance  1990 - 1992

Skills
Deferred Compensation, Employee Benefits, Employee Relations, HR Policies, HRIS, Human Resources, Management, Performance Management, Personnel Management, Recruiting

Education
Northeastern University   1988 — 1991
BS, Sociology, Business Administration

Western Maryland College   1986 — 1987

Jace Frizzell Jace Frizzell Tulsa, Oklahoma Area Details
Jace Frizzell's Boston Financial Experience March 2010 - March 2011
Job Junior Currency Trader at BOSC, Inc.
Industry Banking
Experience
BOSC Inc.  April 2013 - Present
Bank of Oklahoma  June 2012 - March 2013
Wellington Financial Group   May 2011 - August 2011
Boston Financial   March 2010 - March 2011

Education
University of Kansas   2007 — 2011
BS, Finance

Joseph P. Drake Joseph P. Drake Greater Boston Area Details
Joseph P. Drake's Boston Financial Experience July 1985 - February 1992
Job Senior Vice President Sales and Marketing
Industry Information Technology and Services
Experience
Medullan, Inc.   2014 - August 2015
HP/MphasiS   2010 - 2013
iGATE  2005 - 2010
The Madison Group  2003 - 2005
Sapient Corporation  February 1998 - February 2003
IBM  September 1995 - February 1998
CSC Consulting  October 1993 - September 1995
KPMG  February 1992 - October 1993
Boston Financial   July 1985 - February 1992
American Security Bank (Acquired by Bank of America)   October 1980 - July 1985

Skills
Strategy, Business Analysis, Management, Account Management, SDLC, Start-ups, Program Management, Business Development, Financial Services, CRM, Outsourcing, Mergers & Acquisitions, New Business Development, Leadership, Consulting, Integration, Vendor Management, IT Strategy, Lead Generation, Management Consulting, Business Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Operational Management

Boston College
BA

Erik Mellen Erik Mellen Greater Boston Area Details
Erik Mellen's Boston Financial Experience 1998 - 2000
Job Senior Research Analyst Energy Efficiency
Industry Utilities
Experience
Eversource Energy  2010 - Present
QGEN Energy   2009 - 2010
Competitive Power Ventures, Inc.   2006 - 2008
TBC Asset Management, LLP - Boston, MA   2003 - 2004
Mellon Financial  2001 - 2003
Boston Financial   1998 - 2000

Education
Colby College

London Business School

Northeastern University

Lianne Crossette Lianne Crossette Greater Boston Area Details
Lianne Crossette's Boston Financial Experience December 1999 - November 2001
Job Lead Organizational Development and Learning Consultant
Industry Hospital & Health Care
Experience
Partners HealthCare (Brigham and Women's Hospital)   2008 - Present
Self-employed  May 2007 - May 2008
Aviva Life Insurance Company  May 2002 - May 2007
OneBeacon Insurance  January 2001 - December 2001
Boston Financial   December 1999 - November 2001
New England Financial/MetLife  1999 - 1999
New England Financial  1997 - 1999
New England Financial  1990 - 1997

Skills
DDI, TOEFL, Leadership Development, Organizational..., Performance Management, Coaching, Program Management, Strategy, Workshop Facilitation, Staff Development, Leadership, Training, Mentoring, Onboarding, Healthcare, Consulting, Management, Career Development, Instructional Design, Talent Management, Employee Training, Customer Service, Performance Consulting, 360 Feedback, MBTI, Team Building, Behavioral Interviewing

Education
Suffolk University
EdM

University of Massachusetts Boston
BS

Jim Bertoni Jim Bertoni Greater Boston Area Details
Jim Bertoni's Boston Financial Experience 2006 - 2007
Job seeking new opportunity in retirement plan administration
Industry Financial Services
Experience
New York Life  July 2010 - October 2012
Mercer HR Services  July 2007 - April 2009
Mercer HR Services  2007 - 2007
Boston Financial   2006 - 2007

Skills
Pensions, Retirement, Mutual Funds, Financial Services, Benefits Administration, Employee Benefits, Investments, Microsoft Excel, Relationship Management, Process Improvement, Business Analysis, Project Management, Microsoft Office, Outlook, Microsoft Word, Customer Service, Bloomberg, Access

Education
Bridgewater State College   1989 — 1992
Bachelor of Business Administration (B.B.A.)

Springfield College   1988 — 1990

Anne Akbay Anne Akbay Orange County, California Area Details
Anne Akbay's Boston Financial Experience 1995 - 2001
Job Chartered Financial Analyst (CFA)
Industry Investment Management
Experience
Brown University  January 2010 - January 2015
Chrysler Financial  July 2007 - September 2008
DaimlerChrysler Financial Services  2001 - 2007
Lend Lease  1996 - 2001
Boston Financial   1995 - 2001
Boston Financial   1995 - 1998

Skills
Finance, Investments, Portfolio Management, Change Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Emerging Markets, Valuation, Asset Management, Private Equity

Education
CFA Institute   1996 — 1998
CFA

Tufts University - The Fletcher School of Law and Diplomacy   1991 — 1994
MA, International Relations

Wellesley College   1984 — 1988
BA, Economics

Heidi Scheller Heidi Scheller Greater Boston Area Details
Heidi Scheller's Boston Financial Experience January 1999 - December 1999
Job President at Trilogy Insurance Group, Inc.
Industry Insurance
Experience
Trilogy Insurance Group, Inc.   January 2004 - Present
The Spofford Goup   January 2000 - November 2003
Boston Financial   January 1999 - December 1999
Willis  1993 - 1998
Johnson & Higgins  1978 - 1993

Skills
Insurance, Property & Casualty..., Risk Management, Professional Liability, Employment Practices..., Casualty, Liability, Brokers, Account Management, Strategy, Marketing, Management, Negotiation, Analysis, Casualty Insurance, Financial Risk, Commercial Insurance

Education
Colby-Sawyer College   1972 — 1975
Bachelor of Science, Business Administration

Norwell High School

Bernie Brockgreiten Bernie Brockgreiten Greater Boston Area Details
Bernie Brockgreiten's Boston Financial Experience September 2013 - Present
Job Senior Product Manager at Boston Financial
Industry Financial Services
Experience
Boston Financial   September 2013 - Present
AccessData a Broadridge Company   September 2009 - June 2012
Putnam Investments  September 2005 - February 2009
Putnam Investments  January 2003 - September 2005
Putnam Investments  January 2000 - December 2003
Putnam Investments  January 1997 - January 2000
Scudder Investments  1992 - 1997

Skills
Mutual Funds, Risk Management, Strategy, Asset Management, Alternative Investments, Management, Leadership, Relationship Management, Enterprise Software, Executive Management, Accounting, Financial Services, Strategic Planning, Securities, Business Strategy, Series 7, Series 63, Project Planning, Equities, Fixed Income, Investments

Education
Babson College   1973 — 1976
Marketing

Randy Linscott Randy Linscott Kansas City, Missouri Area Details
Randy Linscott's Boston Financial Experience May 2005 - July 2011
Job Chief Executive Officer at M3Sixty Administration, LLC.
Industry Financial Services
Experience
M3Sixty Administration, LLC.   January 2014 - Present
M3Sixty Administration,LLC   November 2011 - Present
Boston Financial   May 2005 - July 2011
BFDS  May 2005 - July 2011
PwC  October 1993 - May 2005

Skills
Executive Management, Process Improvement, Risk Management, Accounting, Mutual Funds, CRM, Strategic Planning, Strategy, Leadership, Financial Services, Management, Auditing, Finance, Investments, Financial Analysis

Education
Missouri State University   1989 — 1993

Plattsburg High

Brett DiMartinis Brett DiMartinis Greater Boston Area Details
Brett DiMartinis's Boston Financial Experience October 2006 - Present
Job Fund Liaison at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial   October 2006 - Present
Boston Financial   August 2003 - September 2006
Liberty/Columbia Funds Services, Inc.   June 2002 - July 2003
Liberty Financial Inc.   April 1998 - May 2002
Colonial Management Associates, Inc.   April 1995 - March 1998

Skills
Securities, Investments, Mutual Funds, Financial Services, Series 6, Banking, Insurance, Asset Management, Fixed Annuities, Equities, Relationship Management, Asset Allocation, Risk Management, Retirement, Series 7, AML, Finance, 401k, Series 63, Retirement Planning, FINRA, Wealth Management, IRAs, Strategy, CRM, Business Relationship...

Education
University of Rhode Island
Bachelor of Arts, Psychology

Hingham High School   1986 — 1989

Neil Bø Neil Bø Greater Boston Area Details
Neil Bø's Boston Financial Experience June 1993 - May 1997
Job Senior Vice President at America First Real Estate Group, LLC
Industry Commercial Real Estate
Experience
America First Real Estate Group, LLC   September 2015 - Present
Pembrook Capital Management, LLC   July 2006 - August 2015
Meridian Investments  May 1997 - July 2006
Boston Financial   June 1993 - May 1997

Skills
Investments, Real Estate Economics, Real Estate, Asset Management, Real Estate Financing, Affordable Housing, Due Diligence, Real Estate Development, LIHTC, Financial Analysis, Disposition, Finance, Commercial Real Estate, Structured Finance, Corporate Real Estate, Financial Structuring, Capital Markets, Venture Capital, Corporate Finance, Financial Modeling, Tax Credits, Private Equity, Investor Relations, Investment Banking, Investment Properties, Alternative Investments, Mezzanine, Loans, Funding, Private Placements, Capital, Institutional..., Investors

Education
Boston University Questrom School of Business   1992 — 1994
MBA, MBA/MS MIS

Florida Institute of Technology   1988 — 1991
BSBA, Business

Jan Clifford Jan Clifford Greater Boston Area Details
Jan Clifford's Boston Financial Experience 1973 - 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
MFS Service Center, Inc   April 1995 - January 2005
Massachusetts Financial Services  1988 - December 2004
MFS Investment Management  1995 - 2004
MFS  1995 - 2004
Boston Financial Data Services  1973 - 1988
Boston Financial   1973 - 1988

Education
University of Maryland College Park   1962 — 1966

Marcy Arms Marcy Arms Greater Boston Area Details
Marcy Arms's Boston Financial Experience 1995 - 2000
Job Project Manager and Technical Specialist for Framingham Public Schools
Industry Information Technology and Services
Experience
Framingham Public Schools  January 2013 - Present
Create With Marcy   September 2009 - Present
MMA Financial  1995 - 2009
MuniMae  1995 - 2009
Boston Financial   1995 - 2000
Liberty Mutual Insurance  1989 - 1993

Skills
Crystal Reports, Databases, Project Management, Integration, Management, Analysis, Consulting, Business Analysis, Program Management, SQL, Access, Leadership

Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting

Williamsville North HS

Williamsville North HS

Meaghan Fiori Meaghan Fiori Kingston, Massachusetts Details
Meaghan Fiori's Boston Financial Experience February 2003 - March 2007
Job Product Lead at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  December 2013 - Present
DST Retirement Solutions  September 2012 - December 2013
DST Retirement Solutions  August 2011 - November 2012
DST Retirement Solutions  March 2007 - August 2011
Boston Financial   February 2003 - March 2007

Skills
Business Analysis, Process Improvement, Financial Services, Vendor Management, Risk Management, SDLC, Business Process..., Business Requirements, Product Management, Analysis, 401k, Investments

Education
Bridgewater State University   1998 — 2003
Bachelor of Science (B.S.)

Randall Torres Randall Torres Kansas City, Missouri Area Details
Randall Torres's Boston Financial Experience October 2009 - Present
Job CMO at Retired
Industry Financial Services
Experience
Retired  January 2015 - Present
Boston Financial   October 2009 - Present
IFDS Luxembourg   November 2005 - October 2009
Boston Financial Data Services  June 1990 - October 2005

Skills
Mutual Funds, Process Improvement, Equities, Relationship Management, Operations Management, Vendor Management, Financial Services, Back Office, Investments, Asset Managment, Leadership, Program Management, Asset Management, Securities, Team Leadership, Hedge Funds, CRM, Fixed Income, Fund Administration, Team Building, Customer Service, Business Process..., Management, Banking, Business Analysis, Risk Management, Change Management, SDLC, Fund Accounting, Project Management

Education
Massachusetts Institute of Technology   1986 — 1990

Janel Donlan Janel Donlan Greater Boston Area Details
Janel Donlan's Boston Financial Experience Project ManagerIXIS Asset Management Services, Inc.1993 - 2005
Job Project Consultant at Boston Financial
Industry Financial Services
Experience
Boston Financial   Project ManagerIXIS Asset Management Services, Inc.1993 - 2005

Education
Bridgewater State College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Bridgewater State University

Glen Aylward Glen Aylward Greater Boston Area Details
Glen Aylward's Boston Financial Experience 2001 - 2001
Job Transfer Agency Operations Manager
Industry Financial Services
Experience
Brown Brothers Harriman  August 2006 - Present
Investors Bank & Trust  2002 - 2006
Boston Financial Data Services - Defined Contribution Services Division   2001 - 2001
boston financial   2001 - 2001
Colbent Corporation   1997 - 2001

Skills
Mutual Funds, Hedge Funds, Corporate Actions

Education
Assumption College   1988 — 1992
BA, English

Bridgton Academy   1987 — 1988

Adam Galowitz Adam Galowitz Greater Boston Area Details
Adam Galowitz's Boston Financial Experience January 1997 - April 2002
Job Principal at Hesper Real Estate Advisors
Industry Real Estate
Experience
Hesper Real Estate Advisors   December 2007 - Present
Wachovia Securities  May 2007 - September 2009
Recapitalization Advisors   April 2003 - November 2006
Lend Lease Real Estate Investments  April 2002 - April 2003
Boston Financial   January 1997 - April 2002
Boston Financial   January 1996 - January 1997
Boston Financial   April 1991 - January 1994
Old Boston Restorations   April 1991 - January 1994

Education
Cornell University   1986 — 1990
BA, American Studies

Christopher Martorella Christopher Martorella Greater New York City Area Details
Christopher Martorella's Boston Financial Experience 1995 - 1999
Job President at Integral
Industry Real Estate
Experience
Integral  August 2012 - Present
Huron Consulting Group  July 2009 - December 2012
Urban Residential  January 2000 - January 2012
Boston Financial   1995 - 1999
Alliance Realty Capital   1993 - 1995
Chemical Bank  1991 - 1993
Travelers  1990 - 1991

Skills
Asset Managment, Equities, Real Estate, Real Estate Development, Real Estate Economics, Commercial Real Estate, Investments, Portfolio Management, Asset Management, Finance, Valuation, Investment Properties, Due Diligence, Acquisitions

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA, Finance/Real Estate

Duke University   1982 — 1986
BSE, Electrical/Biomedical Engineering

Patricia (Bucolo) Curley Patricia (Bucolo) Curley Greater Boston Area Details
Patricia (Bucolo) Curley's Boston Financial Experience 1980 - 2000
Job Real Estate Professional
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Verani Realty  April 2014 - Present
MultiHousing Advisors, LLC   February 2012 - Present
Recap Real Estate Advisors   March 2009 - February 2012
First Partners   April 2005 - March 2009
Boston Financial   1980 - 2000
Massachusetts Mutual Life Insurance Company  1978 - 1980

Skills
Affordable Housing, Property Management, Real Estate Economics, Asset Management, Strategic Planning, Real Estate, Due Diligence, Real Estate Development, Underwriting, Real Estate Transactions, Portfolio Management, Disposition, Leases, Investment Properties, Dispositions, Commercial Real Estate

Education
Boston College-Wallace E. Carroll Graduate School of Management
M.B.A.

Nazareth College
B.A., Social Science

Justin Cordonnier Justin Cordonnier Greater Boston Area Details
Justin Cordonnier's Boston Financial Experience July 2000 - Present
Job First Vice President at Boston Financial
Industry Real Estate
Experience
Boston Financial   July 2000 - Present
THK Associates   April 1997 - May 2000
IRT Environment   1992 - 1994

Education
University of Colorado Boulder   1995 — 1997
MBA, Finance, Real Estate

Brown University   1983 — 1987
BA, Political Science

Michael Kiley Michael Kiley Greater Boston Area Details
Michael Kiley's Boston Financial Experience October 1994 - April 1997
Job Real Estate Manager
Industry Real Estate
Experience
Weston Associates  December 2014 - Present
Harbor Management  February 1999 - August 2013
Northland Investment Corporation  April 1997 - February 1999
Boston Financial   October 1994 - April 1997

Skills
Leases, Real Estate, Real Estate Economics, Property Management, Real Estate Development, Marketing, Rentals, Disposition, LIHTC, Affordable Housing, Corporate Real Estate, Real Estate Transactions, Apartments, Asset Management, Residential Homes, Dispositions, Investment Properties

Education
Bentley University
Business/Commerce, General

anne marie long anne marie long Greater Boston Area Details
anne marie long's Boston Financial Experience January 1996 - January 2010
Job self
Industry Accounting
Experience
accounting  2013 - Present
Boston Financial   January 1996 - January 2010
Bay State Beauty Supply   January 1994 - January 1996

Skills
Financial Analysis, Fund Accounting, Financial Planners, Account Reconciliation, Account Management, General Ledger, Financial Reporting, Financial Accounting

Education
New England College of Business   2001 — 2006
Bachelor of Business Administration (B.B.A.), Accounting

Technical College of the Lowcountry   1988 — 1990

Kyle Berthusen Kyle Berthusen Lawrence, Kansas Area Details
Kyle Berthusen's Boston Financial Experience November 2009 - Present
Job Data Processor at Boston Financial
Industry Financial Services
Experience
Boston Financial   November 2009 - Present
Sears Holdings  October 2008 - June 2009
Westlake Hardware  April 2007 - October 2008

Education
The University of Kansas   2007 — 2011
N/A, Marketing/Business

Arlindo Alves Arlindo Alves Providence, Rhode Island Area Details
Arlindo Alves's Boston Financial Experience April 2000 - May 2003
Job Interpreter Translator at Maria's Translation
Industry Banking
Experience
Maria's Translation   February 2004 - Present
2009 Perot Systems/Blue Cross Blue Shield   November 2004 - May 2006
Boston Financial   April 2000 - May 2003
Bank  June 1999 - April 2000

Skills
Financial Risk, Internal Controls, Software Documentation, Change Management, Finance, Policy, General Ledger, Banking, Loans, Credit, Commercial Banking, Retail Banking

Education
University of Rhode Island   1995 — 1999
Bachelor of Arts, Economics and Political Science

Erastie Phillip Erastie Phillip Randolph, Massachusetts Details
Erastie Phillip's Boston Financial Experience December 2006 - October 2007
Job Conversions Operations Specialist at Sunlife Financial
Industry Banking
Experience
Sunlife Financial  December 2013 - Present
citizen bank  2011 - 2011
Boston Financial   December 2006 - October 2007

Education
Boston College   1997 — 2001
BA, Communications

monsignor Scanlan High School   1993 — 1997
Diploma