Boston Financial
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Boston Financial Employees
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
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.)
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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