Boston Financial Investment Management
Description
Address: 101 Arch St #1600, Boston, MA 02110 Phone: (617) 488-3230: : Website: : : Hours: : : Place name: Category: Website: http://www.bfim.com/ Category: Corporate Campus Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Boston Financial Investment Management Posting publicly on the Web Write a review Reviews Be the first to review
Boston Financial Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Financial Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Boston Financial Investment Management Employees
Employee
Years
Job
Industry
Jaeda Turner Jaeda Turner's Boston Financial Investment Management Experience January 2012 - August 2012
Job Full Time MBA Student at the D'AmoreMcKim School of Business Northeastern University
Industry Nonprofit Organization Management
Experience
Coravin June 2015 - Present
Northeastern University August 2011 - Present
Year Up June 2014 - November 2014
Northeastern University September 2013 - June 2014
Bose Corporation January 2013 - June 2013
Northeastern University September 2011 - December 2012
Boston Parks & Recreation Department July 2012 - August 2012
Boston Financial Investment Management January 2012 - August 2012
Stop & Shop September 2007 - September 2011
Plymouth Rock Assurance December 2010 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Epicor, Property & Casualty..., Customer Service, Social Media, Budgets, Advertising, Marketing Strategy, Event Planning, Marketing, Analysis, Public Relations, PowerPoint, Spanish, Community Outreach, Data Analysis, Time Management, Event Management, English, Financial Reporting, Strategic Planning, Social Media Marketing, Facebook, Access, Financial Analysis, Leadership, Data Entry, Outlook, Project Management, Research, SAP, Social Networking, Teamwork, Training, Nonprofits
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2009 — 2014
Bachelor's Degree, Marketing & Accounting
Lexington High school 2005 — 2009
High School Diploma
Coravin June 2015 - Present
Northeastern University August 2011 - Present
Year Up June 2014 - November 2014
Northeastern University September 2013 - June 2014
Bose Corporation January 2013 - June 2013
Northeastern University September 2011 - December 2012
Boston Parks & Recreation Department July 2012 - August 2012
Boston Financial Investment Management January 2012 - August 2012
Stop & Shop September 2007 - September 2011
Plymouth Rock Assurance December 2010 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Epicor, Property & Casualty..., Customer Service, Social Media, Budgets, Advertising, Marketing Strategy, Event Planning, Marketing, Analysis, Public Relations, PowerPoint, Spanish, Community Outreach, Data Analysis, Time Management, Event Management, English, Financial Reporting, Strategic Planning, Social Media Marketing, Facebook, Access, Financial Analysis, Leadership, Data Entry, Outlook, Project Management, Research, SAP, Social Networking, Teamwork, Training, Nonprofits
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2009 — 2014
Bachelor's Degree, Marketing & Accounting
Lexington High school 2005 — 2009
High School Diploma
Melissa Curran Melissa Curran's Boston Financial Investment Management Experience May 2005 - Present
Job Vice President, Asset Management at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management May 2005 - Present
The Community Builders, Inc. August 2003 - May 2005
Suffolk University March 2002 - August 2003
Two Ten Footwear Foundation May 2001 - March 2002
Skills
Investments, Financial Modeling, Valuation, Due Diligence, Asset Management, Private Equity, Investor Relations, Portfolio Management, Real Estate Economics
Education
Boston University 2005 — 2008
Certification in Real Estate Finance
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Public Administration (MPA)
Clark University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Boston Financial Investment Management May 2005 - Present
The Community Builders, Inc. August 2003 - May 2005
Suffolk University March 2002 - August 2003
Two Ten Footwear Foundation May 2001 - March 2002
Skills
Investments, Financial Modeling, Valuation, Due Diligence, Asset Management, Private Equity, Investor Relations, Portfolio Management, Real Estate Economics
Education
Boston University 2005 — 2008
Certification in Real Estate Finance
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Public Administration (MPA)
Clark University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
JARED MENGISTAB's Boston Financial Investment Management Experience June 2014 - August 2014
Job Fund Accountant at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman November 2014 - Present
Boston Financial Investment Management June 2014 - August 2014
Boston University Office of Residence Life May 2012 - August 2014
Agganis Arena at Boston University August 2013 - June 2014
Strategies for Children February 2014 - May 2014
Boston University Office of Orientation March 2011 - September 2011
Skills
Microsoft Office, Management, Program Management, Telephone Skills, Databases, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Accounting, Social Media, Financial Analysis, Teamwork, Leadership, Event Planning, Data Analysis, Outlook, Budgets, Project Management, Access, Analysis, Nonprofits, Time Management
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Concentration in Accounting and Business Law
Brown Brothers Harriman November 2014 - Present
Boston Financial Investment Management June 2014 - August 2014
Boston University Office of Residence Life May 2012 - August 2014
Agganis Arena at Boston University August 2013 - June 2014
Strategies for Children February 2014 - May 2014
Boston University Office of Orientation March 2011 - September 2011
Skills
Microsoft Office, Management, Program Management, Telephone Skills, Databases, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Accounting, Social Media, Financial Analysis, Teamwork, Leadership, Event Planning, Data Analysis, Outlook, Budgets, Project Management, Access, Analysis, Nonprofits, Time Management
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Concentration in Accounting and Business Law
Lindsey Wallace Lindsey Wallace's Boston Financial Investment Management Experience February 2015 - Present
Job Senior Accountant at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management February 2015 - Present
Boston Financial Investment Management December 2006 - February 2015
Education
McGill University 2000 — 2004
Bachelor of Commerce (B.Com.), Finance, General
Boston Financial Investment Management February 2015 - Present
Boston Financial Investment Management December 2006 - February 2015
Education
McGill University 2000 — 2004
Bachelor of Commerce (B.Com.), Finance, General
Ashley Elizabeth Hamilton's Boston Financial Investment Management Experience January 2015 - Present
Job Paralegal at Boston Financial Investment Management
Industry Sports
Experience
Boston Financial Investment Management January 2015 - Present
Boston Financial Investment Management May 2014 - January 2015
Boston Financial Investment Management June 2013 - August 2013
Marsini Jewelers May 2011 - June 2013
Skills
Microsoft Word, Public Speaking, Entrepreneurship, Social Media Marketing, Business Statistics, Marketing, Financial Analysis, Sales, Social Networking, Marketing Strategy, Microsoft Office, Public Relations, Facebook, Marketing Communications, Contract Negotiation, Legal Compliance, Data Analysis, Investment Management, Real Estate Investment...
Education
Babson College 2010 — 2014
Bachelor of Science in Business Administration, Marketing and Legal Studies
The Hun School Of Princeton 2006 — 2010
Diploma
Boston Financial Investment Management January 2015 - Present
Boston Financial Investment Management May 2014 - January 2015
Boston Financial Investment Management June 2013 - August 2013
Marsini Jewelers May 2011 - June 2013
Skills
Microsoft Word, Public Speaking, Entrepreneurship, Social Media Marketing, Business Statistics, Marketing, Financial Analysis, Sales, Social Networking, Marketing Strategy, Microsoft Office, Public Relations, Facebook, Marketing Communications, Contract Negotiation, Legal Compliance, Data Analysis, Investment Management, Real Estate Investment...
Education
Babson College 2010 — 2014
Bachelor of Science in Business Administration, Marketing and Legal Studies
The Hun School Of Princeton 2006 — 2010
Diploma
Marie Reynolds Marie Reynolds's Boston Financial Investment Management Experience July 2009 - Present
Job Chief Financial Officer at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management July 2009 - Present
MMA Financial 2003 - 2009
Skills
Financial Analysis, Financial Planning, Team Leadership, Finance, Financial Modeling, Financial Reporting, Due Diligence, Asset Management, Accounting, Valuation, Investments, Forecasting, Risk Management, Portfolio Management, Budgets, Banking, Corporate Finance, Private Equity, Underwriting, Real Estate, Analysis, Loans, Real Estate Economics, Acquisitions, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA
Siena College 1984 — 1988
Bachelors in Business Administration, Accouting
Boston Financial Investment Management July 2009 - Present
MMA Financial 2003 - 2009
Skills
Financial Analysis, Financial Planning, Team Leadership, Finance, Financial Modeling, Financial Reporting, Due Diligence, Asset Management, Accounting, Valuation, Investments, Forecasting, Risk Management, Portfolio Management, Budgets, Banking, Corporate Finance, Private Equity, Underwriting, Real Estate, Analysis, Loans, Real Estate Economics, Acquisitions, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA
Siena College 1984 — 1988
Bachelors in Business Administration, Accouting
Corey Tenanes's Boston Financial Investment Management Experience June 2012 - September 2012
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
Wanyi(Stephanie) Zhang's Boston Financial Investment Management Experience September 2014 - October 2014
Job Actively seeking job opportunities in public accounting/corporate finance; CPA in progress
Industry Accounting
Experience
Boston Financial Investment Management September 2014 - October 2014
Allston Brighton APAC January 2014 - March 2014
Integrated Communications & Technologies, Inc October 2013 - December 2013
Jindian Certified Public Accountants June 2012 - August 2012
HSBC July 2011 - July 2011
Skills
Auditing, Financial Statement..., Tax Preparation, Financial Reporting, Quickbooks, Microsoft Excel, Financial Modeling, Accounts Payable&..., Eviews, Microsoft Office, US GAAP, IFRS
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (MS), Accounting, 3.63
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.53
Chengdu Experimental Foreign Language School 2003 — 2009
Boston Financial Investment Management September 2014 - October 2014
Allston Brighton APAC January 2014 - March 2014
Integrated Communications & Technologies, Inc October 2013 - December 2013
Jindian Certified Public Accountants June 2012 - August 2012
HSBC July 2011 - July 2011
Skills
Auditing, Financial Statement..., Tax Preparation, Financial Reporting, Quickbooks, Microsoft Excel, Financial Modeling, Accounts Payable&..., Eviews, Microsoft Office, US GAAP, IFRS
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (MS), Accounting, 3.63
Southwestern University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.53
Chengdu Experimental Foreign Language School 2003 — 2009
Alex Melikan's Boston Financial Investment Management Experience April 2014 - Present
Job Asset Management at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management April 2014 - Present
AEW Capital Management March 2012 - April 2014
BNY Mellon September 2008 - March 2012
Skills
Investment Properties, Investments, Asset Management, Valuation, Accounting, Financial Analysis, Finance, Portfolio Management, Mutual Funds, Customer Satisfaction, Event Management, Due Diligence, Microsoft Office, Bloomberg, Asset Managment, Microsoft Excel, Private Equity, PowerPoint, Advent, Real Estate Financing, Affordable Housing, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2013 — 2015
Certificate, Real Estate Finance and Commercial Real Estate
University of Massachusetts Dartmouth 2003 — 2007
BA, Marketing
Bond University 2007 — 2007
Study Abroad, Australia
Boston Financial Investment Management April 2014 - Present
AEW Capital Management March 2012 - April 2014
BNY Mellon September 2008 - March 2012
Skills
Investment Properties, Investments, Asset Management, Valuation, Accounting, Financial Analysis, Finance, Portfolio Management, Mutual Funds, Customer Satisfaction, Event Management, Due Diligence, Microsoft Office, Bloomberg, Asset Managment, Microsoft Excel, Private Equity, PowerPoint, Advent, Real Estate Financing, Affordable Housing, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Boston University 2013 — 2015
Certificate, Real Estate Finance and Commercial Real Estate
University of Massachusetts Dartmouth 2003 — 2007
BA, Marketing
Bond University 2007 — 2007
Study Abroad, Australia
Delonta Drake Delonta Drake's Boston Financial Investment Management Experience March 2014 - Present
Job Financial Reporting Analyst at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management March 2014 - Present
K&L Gates July 2012 - March 2014
Skills
LIHTC, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Financial Reporting, Microsoft Office, Finance, Microsoft Word, Outlook, Commercial Real Estate, Budgets, Real Estate, Valuation, Real Estate Accounting, Forecasting, Commercial Leasing, Argus Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Boston University
Real Estate Finance
Copenhagen Business School 2011 — 2011
Study Abroad Program
Boston Financial Investment Management March 2014 - Present
K&L Gates July 2012 - March 2014
Skills
LIHTC, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Financial Reporting, Microsoft Office, Finance, Microsoft Word, Outlook, Commercial Real Estate, Budgets, Real Estate, Valuation, Real Estate Accounting, Forecasting, Commercial Leasing, Argus Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Boston University
Real Estate Finance
Copenhagen Business School 2011 — 2011
Study Abroad Program
Irina Chubukova Irina Chubukova's Boston Financial Investment Management Experience April 1998 - Present
Job Senior Operations Associate at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management April 1998 - Present
Skills
Financial Analysis, Mutual Funds, Investments, Portfolio Management, Financial Modeling, Asset Management, Project Management, Auditing, Real Estate Development, Investment Properties, Real Estate Transactions
Education
Northeastern University 2008 — 2010
Master of Education, TESOL Specialization
Boston Financial Investment Management April 1998 - Present
Skills
Financial Analysis, Mutual Funds, Investments, Portfolio Management, Financial Modeling, Asset Management, Project Management, Auditing, Real Estate Development, Investment Properties, Real Estate Transactions
Education
Northeastern University 2008 — 2010
Master of Education, TESOL Specialization
Jordan Nasiff's Boston Financial Investment Management Experience July 2015 - Present
Job Portfolio Accountant at BFIM
Industry Real Estate
Experience
Boston Financial Investment Management July 2015 - Present
Towers Watson May 2013 - July 2015
Southcoast Hospitals Group June 2011 - August 2011
Skills
Microsoft Office, Teamwork, Great Personality, Training, Microsoft Excel, Call Centers, Team Management, Analysis, Public Speaking
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Boston Financial Investment Management July 2015 - Present
Towers Watson May 2013 - July 2015
Southcoast Hospitals Group June 2011 - August 2011
Skills
Microsoft Office, Teamwork, Great Personality, Training, Microsoft Excel, Call Centers, Team Management, Analysis, Public Speaking
Education
Assumption College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Max Piscia Max Piscia's Boston Financial Investment Management Experience January 2015 - Present
Job Junior HelpDesk Technician at Boston Financial Investment Management
Industry Information Technology and Services
Experience
Boston Financial Investment Management January 2015 - Present
Cognex Corporation May 2013 - June 2013
Skills
Facebook, PowerPoint, Customer Service, Social Networking, Social Media, Social Media Marketing, Advertising, CSS, Web Design, Windows, HTML
Education
University of South Carolina-Columbia 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Boston Financial Investment Management January 2015 - Present
Cognex Corporation May 2013 - June 2013
Skills
Facebook, PowerPoint, Customer Service, Social Networking, Social Media, Social Media Marketing, Advertising, CSS, Web Design, Windows, HTML
Education
University of South Carolina-Columbia 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Rose Wenqing Liu Rose Wenqing Liu's Boston Financial Investment Management Experience February 2013 - March 2013
Job Property Accountant at Chestnut Hill Realty
Industry Accounting
Experience
Chestnut Hill Realty March 2013 - Present
Boston Financial Investment Management February 2013 - March 2013
Beacon Equity Partners January 2013 - February 2013
Elizabeth Peabody House July 2012 - February 2013
Sinochem November 2010 - April 2011
Edelman April 2010 - October 2010
Skills
QuickBooks, Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Financial Modeling, PowerPoint, Auditing, Microsoft Word, Tax, Corporate Finance, Access, Budgets, Data Analysis, General Ledger, Bank Reconciliation, Billing Process, Payroll, Accounts Payable, Accounts Receivable, Journal Entries
Education
Suffolk University 2011 — 2012
Master of Science (M.S.), Accounting
Beijing Foreign Studies University 2007 — 2011
Bachelor of Science (B.S.), International Business
Nanjing Foreign Language School 2001 — 2007
High School Diploma
International Technological University
International Technological University
International Technological University
Chestnut Hill Realty March 2013 - Present
Boston Financial Investment Management February 2013 - March 2013
Beacon Equity Partners January 2013 - February 2013
Elizabeth Peabody House July 2012 - February 2013
Sinochem November 2010 - April 2011
Edelman April 2010 - October 2010
Skills
QuickBooks, Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Financial Modeling, PowerPoint, Auditing, Microsoft Word, Tax, Corporate Finance, Access, Budgets, Data Analysis, General Ledger, Bank Reconciliation, Billing Process, Payroll, Accounts Payable, Accounts Receivable, Journal Entries
Education
Suffolk University 2011 — 2012
Master of Science (M.S.), Accounting
Beijing Foreign Studies University 2007 — 2011
Bachelor of Science (B.S.), International Business
Nanjing Foreign Language School 2001 — 2007
High School Diploma
International Technological University
International Technological University
International Technological University
Yize Wang Yize Wang's Boston Financial Investment Management Experience September 2013 - October 2013
Job Staff Accountant at Wellesley Public School
Industry Environmental Services
Experience
Boston Financial Investment Management September 2013 - October 2013
Span Inc. August 2013 - September 2013
Span Inc. January 2013 - March 2013
BaiGe Silk (Apparel Store) August 2009 - August 2010
Hexun June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Environmental Awareness, Public Speaking, Environmental Science, Photoshop, Teamwork, Sustainability, Social Media, English, Environmental Impact..., Accounting, Financial Analysis, Project Management, Finance, Budgets
Education
Northeastern University 2010 — 2013
Master of Science (M.S.), Project Management
Beijing Union University 2005 — 2009
Bachelor of Science (BS), Finance, General
Boston Financial Investment Management September 2013 - October 2013
Span Inc. August 2013 - September 2013
Span Inc. January 2013 - March 2013
BaiGe Silk (Apparel Store) August 2009 - August 2010
Hexun June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Environmental Awareness, Public Speaking, Environmental Science, Photoshop, Teamwork, Sustainability, Social Media, English, Environmental Impact..., Accounting, Financial Analysis, Project Management, Finance, Budgets
Education
Northeastern University 2010 — 2013
Master of Science (M.S.), Project Management
Beijing Union University 2005 — 2009
Bachelor of Science (BS), Finance, General
Alex Simard Alex Simard's Boston Financial Investment Management Experience June 2015 - July 2015
Job Accounts Payable Analyst at Ameresco
Industry Higher Education
Experience
Ameresco July 2015 - Present
Boston Financial Investment Management June 2015 - July 2015
The Hartford Courant January 2015 - March 2015
Evolution Sports Performance June 2014 - September 2014
Good Neighbors Fencing May 2013 - August 2013
The Bridge Center, Inc. June 2008 - August 2012
Skills
Microsoft Office, Critical Thinking, Managerial Finance, Administrative..., Microsoft Excel, First Aid, Timely Decision Making, Team Leadership, International Business, Child Development, Mental Health Counseling, Time Management, Marketing, Social Media, Adapting to New..., Public Speaking, Cpr Certified, Learning Quickly, Diverse Groups Of People, PowerPoint, Works Well in Groups, Teamwork, Customer Service, Social Networking, Research, Microsoft Word, Event Planning
Education
University of Hartford 2011 — 2015
Bachelor of Business Administration (BSBA) in Science, Economics and Finance
Ameresco July 2015 - Present
Boston Financial Investment Management June 2015 - July 2015
The Hartford Courant January 2015 - March 2015
Evolution Sports Performance June 2014 - September 2014
Good Neighbors Fencing May 2013 - August 2013
The Bridge Center, Inc. June 2008 - August 2012
Skills
Microsoft Office, Critical Thinking, Managerial Finance, Administrative..., Microsoft Excel, First Aid, Timely Decision Making, Team Leadership, International Business, Child Development, Mental Health Counseling, Time Management, Marketing, Social Media, Adapting to New..., Public Speaking, Cpr Certified, Learning Quickly, Diverse Groups Of People, PowerPoint, Works Well in Groups, Teamwork, Customer Service, Social Networking, Research, Microsoft Word, Event Planning
Education
University of Hartford 2011 — 2015
Bachelor of Business Administration (BSBA) in Science, Economics and Finance
Roy Tang Roy Tang's Boston Financial Investment Management Experience September 2011 - October 2011
Job Senior Valuation Associate at KPMG
Industry Financial Services
Experience
KPMG June 2015 - Present
Axiom Valuation Solutions September 2014 - June 2015
Axiom Valuation Solutions December 2011 - September 2014
Boston Financial Investment Management September 2011 - October 2011
The Martin Luther King, JR. Business Empowerment Center July 2010 - November 2010
Planned Parenthood League of Massachusetts July 2010 - August 2010
China Mobile September 2007 - July 2008
Skills
Excel, Word, Financial Analysis, Bloomberg, Financial Modeling, PowerPoint, Valuation, Customer Relations, English, DCF
Education
Clark University 2009 — 2011
Master of Science, Finance
Nanjing University of Finance and Economics 2005 — 2009
Bachelor, International Economics and Trade
KPMG June 2015 - Present
Axiom Valuation Solutions September 2014 - June 2015
Axiom Valuation Solutions December 2011 - September 2014
Boston Financial Investment Management September 2011 - October 2011
The Martin Luther King, JR. Business Empowerment Center July 2010 - November 2010
Planned Parenthood League of Massachusetts July 2010 - August 2010
China Mobile September 2007 - July 2008
Skills
Excel, Word, Financial Analysis, Bloomberg, Financial Modeling, PowerPoint, Valuation, Customer Relations, English, DCF
Education
Clark University 2009 — 2011
Master of Science, Finance
Nanjing University of Finance and Economics 2005 — 2009
Bachelor, International Economics and Trade
Paige Fletcher Paige Fletcher's Boston Financial Investment Management Experience September 2013 - October 2013
Job Development Assistant at Fenway Community Health
Industry Fund-Raising
Experience
Fenway Community Health August 2014 - Present
Partners HealthCare November 2013 - August 2014
Boston Financial Investment Management September 2013 - October 2013
The Bradley Agency November 2012 - September 2013
Upper Hudson Planned Parenthood August 2012 - September 2013
White House Black Market May 2010 - January 2012
Albany Institute of History & Art May 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Advertising, Customer Service, Marketing, Public Speaking, Facebook, Social Media Marketing, Sales, Fundraising, Community Outreach, Social Networking, Social Media, Event Management, Press Releases, Leadership, Time Management, Public Relations, Online Marketing, Blogging, Outlook, Teamwork, Marketing Communications, Nonprofits, Editing, Access, Market Research, Event Planning, Team Building
Education
Boston University 2014 — 2014
Certificate in Professional Fundraising
Siena College 2009 — 2012
Bachelor of Science Degree, Marketing
Albany Academy for Girls 2004 — 2008
High School
Fenway Community Health August 2014 - Present
Partners HealthCare November 2013 - August 2014
Boston Financial Investment Management September 2013 - October 2013
The Bradley Agency November 2012 - September 2013
Upper Hudson Planned Parenthood August 2012 - September 2013
White House Black Market May 2010 - January 2012
Albany Institute of History & Art May 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Advertising, Customer Service, Marketing, Public Speaking, Facebook, Social Media Marketing, Sales, Fundraising, Community Outreach, Social Networking, Social Media, Event Management, Press Releases, Leadership, Time Management, Public Relations, Online Marketing, Blogging, Outlook, Teamwork, Marketing Communications, Nonprofits, Editing, Access, Market Research, Event Planning, Team Building
Education
Boston University 2014 — 2014
Certificate in Professional Fundraising
Siena College 2009 — 2012
Bachelor of Science Degree, Marketing
Albany Academy for Girls 2004 — 2008
High School
Patrick Uzoma Isebor, MBA, CMA Patrick Uzoma Isebor, MBA, CMA's Boston Financial Investment Management Experience June 2014 - July 2014
Job Financial Analyst at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management June 2014 - July 2014
Hult International Business School March 2014 - May 2014
Alpha Capital Corporation May 2013 - May 2014
IEJN Investments July 2010 - June 2012
IEJN Investments January 2008 - June 2010
IEJN Investments February 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Business Strategy, Valuation, Bloomberg, Management Consulting, Business Development, Project Management, Microsoft Excel, Business Planning, Real Estate Development, Microsoft Office, Creativity, Research, Small Business, Investment Banking, Management, Sales, Real Estate, Market Analysis, Negotiation, Strategy, Market Research, Data Analysis, Private Equity
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA), Finance
University of Lagos 2001 — 2006
Bachelor of Science (B.Sc.), Chemical Engineering
iVersity
Monte Carlo Methods in Finance
Boston Financial Investment Management June 2014 - July 2014
Hult International Business School March 2014 - May 2014
Alpha Capital Corporation May 2013 - May 2014
IEJN Investments July 2010 - June 2012
IEJN Investments January 2008 - June 2010
IEJN Investments February 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Business Strategy, Valuation, Bloomberg, Management Consulting, Business Development, Project Management, Microsoft Excel, Business Planning, Real Estate Development, Microsoft Office, Creativity, Research, Small Business, Investment Banking, Management, Sales, Real Estate, Market Analysis, Negotiation, Strategy, Market Research, Data Analysis, Private Equity
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA), Finance
University of Lagos 2001 — 2006
Bachelor of Science (B.Sc.), Chemical Engineering
iVersity
Monte Carlo Methods in Finance
Arianna Greeley's Boston Financial Investment Management Experience September 2015 - Present
Job Recent Isenberg graduate and aspiring Financial Analyst
Industry Financial Services
Experience
Boston Financial Investment Management September 2015 - Present
State Street October 2012 - May 2015
Massport Public Services, Boston Logan International Airport June 2012 - August 2012
Skills
Highly Organized &..., Microsoft Word, Microsoft Excel, PowerPoint, Communication Skills, Financial Modeling, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance Major, Economics Minor
Commonwealth Honors College, UMass Amherst
Boston Financial Investment Management September 2015 - Present
State Street October 2012 - May 2015
Massport Public Services, Boston Logan International Airport June 2012 - August 2012
Skills
Highly Organized &..., Microsoft Word, Microsoft Excel, PowerPoint, Communication Skills, Financial Modeling, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance Major, Economics Minor
Commonwealth Honors College, UMass Amherst
Fangjian Shang's Boston Financial Investment Management Experience February 2015 - March 2015
Job Personal Banker at Citibank
Industry Financial Services
Experience
Citi March 2015 - August 2015
Boston Financial Investment Management February 2015 - March 2015
Busa Wine & Spirits April 2013 - August 2013
Chestnut Hill Realty May 2012 - June 2013
Grapes and Grains Fine Wine and Spirits May 2012 - January 2013
Johnson & Wales University February 2011 - May 2012
Radisson September 2010 - December 2010
Swire Hotels May 2010 - August 2010
Shanghai Shine-Link International Logistics Co.,Ltd. May 2009 - August 2009
Skills
Data Analysis, Hospitality, Event Management, Customer Service, Microsoft Excel, Social Media, Market Research, Sales, Restaurants, Event Planning, Wine, PowerPoint, Microsoft Office, Food & Beverage, Chinese, Microsoft Word, Hotels, Banquets, Marketing, Team Leadership, Time Management, Teamwork, Customer Satisfaction, Food, Cooking, Social Media Marketing, Mandarin, German, Public Speaking, Culinary Skills, Menu Development, Food Service, ServSafe, WSET, French, Social Networking, Leadership, Management, Wine Tasting, Marketing Strategy, Access
Education
William E. Simon School of Business 2013 — 2014
Master of Science in Finance, Finance
Johnson & Wales University 2009 — 2012
Bachelor of Science (BS), Hotel and Lodging Management
Northwestern Polytechnic University (CN) 2007 — 2009
Bachelor of Science (B.S.), Economics and International Trade
Shanghai Qibao High School 2004 — 2007
High School/Secondary Diplomas and Certificates
Citi March 2015 - August 2015
Boston Financial Investment Management February 2015 - March 2015
Busa Wine & Spirits April 2013 - August 2013
Chestnut Hill Realty May 2012 - June 2013
Grapes and Grains Fine Wine and Spirits May 2012 - January 2013
Johnson & Wales University February 2011 - May 2012
Radisson September 2010 - December 2010
Swire Hotels May 2010 - August 2010
Shanghai Shine-Link International Logistics Co.,Ltd. May 2009 - August 2009
Skills
Data Analysis, Hospitality, Event Management, Customer Service, Microsoft Excel, Social Media, Market Research, Sales, Restaurants, Event Planning, Wine, PowerPoint, Microsoft Office, Food & Beverage, Chinese, Microsoft Word, Hotels, Banquets, Marketing, Team Leadership, Time Management, Teamwork, Customer Satisfaction, Food, Cooking, Social Media Marketing, Mandarin, German, Public Speaking, Culinary Skills, Menu Development, Food Service, ServSafe, WSET, French, Social Networking, Leadership, Management, Wine Tasting, Marketing Strategy, Access
Education
William E. Simon School of Business 2013 — 2014
Master of Science in Finance, Finance
Johnson & Wales University 2009 — 2012
Bachelor of Science (BS), Hotel and Lodging Management
Northwestern Polytechnic University (CN) 2007 — 2009
Bachelor of Science (B.S.), Economics and International Trade
Shanghai Qibao High School 2004 — 2007
High School/Secondary Diplomas and Certificates
Alex Iannetta Alex Iannetta's Boston Financial Investment Management Experience July 2010 - December 2010
Job SOX 404 Sr. Analyst, AVP at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2015 - Present
Dean's List Academy November 2014 - Present
Dean's List Academy, Inc. January 2014 - July 2015
Protiviti July 2011 - January 2014
Boston Financial Investment Management July 2010 - December 2010
New Boston Fund, Inc June 2009 - December 2009
New England Business Services LLC June 2006 - August 2008
Skills
Entrepreneurship, Real Estate, Property Management, Asset Managment, Asset Protection, Accounting, Auditing, Internal Audit, Audit, Investment Properties, Finance, Corporate Finance, Managerial Finance, Business Entity..., Real Estate Development, Sarbanes-Oxley Act, HTML 5, CSS3, JavaScript, jQuery, Budgets, Asset Management
Education
Northeastern University 2007 — 2012
B.S. Business Administration, Entrepreneurship & Finance, Cum Laude
Citizens Bank July 2015 - Present
Dean's List Academy November 2014 - Present
Dean's List Academy, Inc. January 2014 - July 2015
Protiviti July 2011 - January 2014
Boston Financial Investment Management July 2010 - December 2010
New Boston Fund, Inc June 2009 - December 2009
New England Business Services LLC June 2006 - August 2008
Skills
Entrepreneurship, Real Estate, Property Management, Asset Managment, Asset Protection, Accounting, Auditing, Internal Audit, Audit, Investment Properties, Finance, Corporate Finance, Managerial Finance, Business Entity..., Real Estate Development, Sarbanes-Oxley Act, HTML 5, CSS3, JavaScript, jQuery, Budgets, Asset Management
Education
Northeastern University 2007 — 2012
B.S. Business Administration, Entrepreneurship & Finance, Cum Laude
Minxiao Wu's Boston Financial Investment Management Experience September 2012 - November 2012
Job Investment Manager at theNode International Innovation Center (theNode Investment Management Company)
Industry Financial Services
Experience
The Node Innovation Center September 2013 - Present
Pathfinder Data Group July 2012 - July 2013
Boston Financial Investment Management September 2012 - November 2012
Grove Street Advisors April 2011 - August 2012
O Capital October 2010 - September 2011
Hunan Rural Credit Cooperatives June 2008 - September 2008
Agricultural Bank of China July 2007 - September 2007
Zhuzhou Steel Factory June 2006 - September 2006
Skills
Financial Analysis, Fast Learning, Accounting, Corporate Finance, Bloomberg, Investments, Business Valuation, Credit Analysis, Financial Statement..., DCF Valuation, Bloomberg Terminal, DCF, Financial Modeling, Valuation, Company Valuation, VBA, Lookups, Pivot Tables, Morningstar, Financial Reporting, Finance, Investment Banking, Due Diligence, Alternative Investments, Venture Capital, Private Equity, Equities, Equity Research, Analysis
Education
Clark University 2010 — 2012
Master, Finance
Jiangxi University of Finance and Economics 2005 — 2009
Bachelor, International Finance
The Node Innovation Center September 2013 - Present
Pathfinder Data Group July 2012 - July 2013
Boston Financial Investment Management September 2012 - November 2012
Grove Street Advisors April 2011 - August 2012
O Capital October 2010 - September 2011
Hunan Rural Credit Cooperatives June 2008 - September 2008
Agricultural Bank of China July 2007 - September 2007
Zhuzhou Steel Factory June 2006 - September 2006
Skills
Financial Analysis, Fast Learning, Accounting, Corporate Finance, Bloomberg, Investments, Business Valuation, Credit Analysis, Financial Statement..., DCF Valuation, Bloomberg Terminal, DCF, Financial Modeling, Valuation, Company Valuation, VBA, Lookups, Pivot Tables, Morningstar, Financial Reporting, Finance, Investment Banking, Due Diligence, Alternative Investments, Venture Capital, Private Equity, Equities, Equity Research, Analysis
Education
Clark University 2010 — 2012
Master, Finance
Jiangxi University of Finance and Economics 2005 — 2009
Bachelor, International Finance
Kevin Horner Kevin Horner's Boston Financial Investment Management Experience May 2011 - March 2012
Job Lakeside Capital Advisors, LP
Industry Real Estate
Experience
Lakeside Capital Advisors, LP April 2012 - Present
Art Works Projects October 2012 - Present
Boston Financial Investment Management May 2011 - March 2012
Highridge Costa Investors, LLC 2008 - June 2011
Simpson Housing Solutions, LLC June 1997 - May 2008
Skills
Real Estate Development, Affordable Housing, Real Estate Finance, Real Estate Investment, Apartments, Due Diligence, Real Estate, Property Management, Financial Analysis, LIHTC, Real Estate Economics, Property Disposition, LEED AP, Tax Credits, Entitlements, Real Estate Transactions, Real Estate Financing, Investment Properties, Leases, Asset Management, Acquisitions, Disposition, Mixed-use, Brokerage, Commercial Real Estate, Finance, Land Acquisition, Location Intelligence, Corporate Real Estate, Tenant, Lease Administration, Rentals, Valuation, Lease Negotiations, Land Development
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
San Francisco State University 1983 — 1987
BS, Biochemistry
Lakeside Capital Advisors, LP April 2012 - Present
Art Works Projects October 2012 - Present
Boston Financial Investment Management May 2011 - March 2012
Highridge Costa Investors, LLC 2008 - June 2011
Simpson Housing Solutions, LLC June 1997 - May 2008
Skills
Real Estate Development, Affordable Housing, Real Estate Finance, Real Estate Investment, Apartments, Due Diligence, Real Estate, Property Management, Financial Analysis, LIHTC, Real Estate Economics, Property Disposition, LEED AP, Tax Credits, Entitlements, Real Estate Transactions, Real Estate Financing, Investment Properties, Leases, Asset Management, Acquisitions, Disposition, Mixed-use, Brokerage, Commercial Real Estate, Finance, Land Acquisition, Location Intelligence, Corporate Real Estate, Tenant, Lease Administration, Rentals, Valuation, Lease Negotiations, Land Development
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance
San Francisco State University 1983 — 1987
BS, Biochemistry
Sophia Zhao Sophia Zhao's Boston Financial Investment Management Experience 2013 - 2013
Job Financial Reporting Analyst at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase December 2013 - Present
Financial Taxation Services Inc. 2013 - 2013
Boston Financial Investment Management 2013 - 2013
CAPA International Education, London March 2012 - July 2012
Skills
Accounts Payable, Quickbooks, General Ledger, Journal Entries, Excel, Microsoft Office, Accounts Receivable, Payroll, Microsoft Word, Chinese
Education
Southern New Hampshire University 2009 — 2012
Master of Science, Accountancy, 3.5/4.00
Northeastern University 2003 — 2007
Bachelors of Science, Business Management and Information Technology
JPMorgan Chase December 2013 - Present
Financial Taxation Services Inc. 2013 - 2013
Boston Financial Investment Management 2013 - 2013
CAPA International Education, London March 2012 - July 2012
Skills
Accounts Payable, Quickbooks, General Ledger, Journal Entries, Excel, Microsoft Office, Accounts Receivable, Payroll, Microsoft Word, Chinese
Education
Southern New Hampshire University 2009 — 2012
Master of Science, Accountancy, 3.5/4.00
Northeastern University 2003 — 2007
Bachelors of Science, Business Management and Information Technology
Ali Abdullah Ali Abdullah's Boston Financial Investment Management Experience April 2014 - Present
Job Associate, Capital Transactions at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management April 2014 - Present
Boston Financial Investment Management April 2012 - April 2014
vFinance Investments May 2009 - March 2012
European Parliament April 2008 - June 2008
MMA Financial May 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, Analysis, Research, Investments, Financial Analysis, Budgets, Equities, Alternative Investments, Portfolio Management, Risk Management, Financial Markets, Asset Management, Due Diligence, Financial Reporting, Economics, Investment Banking
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Earlham College 2005 — 2009
BA, Double Major: Economics and Business and Non Profit Management
Antioch College 2008 — 2008
Study Aborad, European Economics and Politics
Li Po Chun, United World College 2003 — 2005
International Baccalaureate Diploma, Economics and Math
Boston Financial Investment Management April 2014 - Present
Boston Financial Investment Management April 2012 - April 2014
vFinance Investments May 2009 - March 2012
European Parliament April 2008 - June 2008
MMA Financial May 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, Analysis, Research, Investments, Financial Analysis, Budgets, Equities, Alternative Investments, Portfolio Management, Risk Management, Financial Markets, Asset Management, Due Diligence, Financial Reporting, Economics, Investment Banking
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Earlham College 2005 — 2009
BA, Double Major: Economics and Business and Non Profit Management
Antioch College 2008 — 2008
Study Aborad, European Economics and Politics
Li Po Chun, United World College 2003 — 2005
International Baccalaureate Diploma, Economics and Math
Cierra Billings Cierra Billings's Boston Financial Investment Management Experience January 2010 - June 2010
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Bank of America Merrill Lynch September 2012 - November 2013
Darmody, Merlino & Company, LLC January 2011 - June 2011
Boston Financial Investment Management January 2010 - June 2010
Skills
Finance, Financial Analysis, Financial Reporting, Tax, Microsoft Office
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Accounting & Finance
London School of Economics and Political Science 2011 — 2011
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Bank of America Merrill Lynch September 2012 - November 2013
Darmody, Merlino & Company, LLC January 2011 - June 2011
Boston Financial Investment Management January 2010 - June 2010
Skills
Finance, Financial Analysis, Financial Reporting, Tax, Microsoft Office
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Accounting & Finance
London School of Economics and Political Science 2011 — 2011
Chen Zeng Chen Zeng's Boston Financial Investment Management Experience February 2012 - March 2012
Job Marketing Data Analyst at Staples
Industry Market Research
Experience
Staples October 2013 - Present
Patriot Energy Group August 2012 - September 2012
Boston Financial Investment Management February 2012 - March 2012
Management Recruiters International - The Boston Group April 2011 - July 2011
Skills
Accounting, Analytics, QuickBooks, Financial Analysis, Microsoft Excel, Cost Accounting, Financial Reporting, SQL, Database Marketing, Marketing Analytics, SAS programming, SPSS, Market Research, Data Analysis, Analysis, Management, SAS, Marketing, Marketing Research, PowerPoint, Databases, Microsoft Office, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (M.S.), Marketing Analytics
Bentley University - McCallum Graduate School of Business 2010 — 2012
Master of Science, Accountancy
Jiangxi University of Finance and Economics 2006 — 2010
Bachelor of Commerce, International Accounting
Staples October 2013 - Present
Patriot Energy Group August 2012 - September 2012
Boston Financial Investment Management February 2012 - March 2012
Management Recruiters International - The Boston Group April 2011 - July 2011
Skills
Accounting, Analytics, QuickBooks, Financial Analysis, Microsoft Excel, Cost Accounting, Financial Reporting, SQL, Database Marketing, Marketing Analytics, SAS programming, SPSS, Market Research, Data Analysis, Analysis, Management, SAS, Marketing, Marketing Research, PowerPoint, Databases, Microsoft Office, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (M.S.), Marketing Analytics
Bentley University - McCallum Graduate School of Business 2010 — 2012
Master of Science, Accountancy
Jiangxi University of Finance and Economics 2006 — 2010
Bachelor of Commerce, International Accounting
Sisi (Sarah) Sun Sisi (Sarah) Sun's Boston Financial Investment Management Experience February 2013 - March 2013
Job IT Risk Assurance Specialist
Industry Information Technology and Services
Experience
EY June 2014 - August 2014
Blue Cross & Blue Shield of Rhode Island March 2013 - June 2013
Boston Financial Investment Management February 2013 - March 2013
New Bedford Harbor Development Commission September 2012 - January 2013
Pathfinder Data Group, Inc. July 2012 - January 2013
HTM Shipping, Shanghai, China January 2010 - May 2010
Shenzhen Development Bank, Ltd August 2009 - August 2009
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Financial Strategy, Regression Models, Time Series Analysis, Sensitivity Analysis, Equity Valuation, Fixed Income, Derivatives, C++, Visual Basic, Maritime Operations, International Business..., Role Model, Analytics, SAS, Accounting
Education
Bentley University - McCallum Graduate School of Business 2010 — 2012
Master of Science, Finance
Shanghai Maritime University 2006 — 2010
Bachelor, Logistics
Massachusetts Maritime Academy 2009 — 2009
International Maritime Business(International Exchange Student)
EY June 2014 - August 2014
Blue Cross & Blue Shield of Rhode Island March 2013 - June 2013
Boston Financial Investment Management February 2013 - March 2013
New Bedford Harbor Development Commission September 2012 - January 2013
Pathfinder Data Group, Inc. July 2012 - January 2013
HTM Shipping, Shanghai, China January 2010 - May 2010
Shenzhen Development Bank, Ltd August 2009 - August 2009
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Financial Strategy, Regression Models, Time Series Analysis, Sensitivity Analysis, Equity Valuation, Fixed Income, Derivatives, C++, Visual Basic, Maritime Operations, International Business..., Role Model, Analytics, SAS, Accounting
Education
Bentley University - McCallum Graduate School of Business 2010 — 2012
Master of Science, Finance
Shanghai Maritime University 2006 — 2010
Bachelor, Logistics
Massachusetts Maritime Academy 2009 — 2009
International Maritime Business(International Exchange Student)
Kurt Spring's Boston Financial Investment Management Experience October 2008 - July 2012
Job Managing Director, Asset Management at ERI
Industry Commercial Real Estate
Experience
Equity Resource Investments (ERI) July 2012 - Present
Boston Financial Investment Management October 2008 - July 2012
Potomac Realty Capital February 2006 - October 2008
Decathlon Internacional December 2004 - February 2006
Compass Lexecon July 2002 - November 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA with Distinction
Haverford College
BA
Phillips Academy Andover
Equity Resource Investments (ERI) July 2012 - Present
Boston Financial Investment Management October 2008 - July 2012
Potomac Realty Capital February 2006 - October 2008
Decathlon Internacional December 2004 - February 2006
Compass Lexecon July 2002 - November 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA with Distinction
Haverford College
BA
Phillips Academy Andover
Kaitlyn Gonet's Boston Financial Investment Management Experience January 2014 - Present
Job HR Coordinator at Boston Financial Investment Management, LP
Industry Human Resources
Experience
Boston Financial Investment Management January 2014 - Present
The Walt Disney Company June 2013 - January 2014
The Sheraton Monarch Place Hotel May 2012 - June 2013
Sheraton Monarch Place Hotel May 2011 - June 2013
Walt Disney World January 2012 - May 2012
Skills
Hospitality, Customer Service, Time Management, SAP, ADP, Taleo, HRO, SharePoint, TLO, Microsoft Office, PowerPoint, Paychex, Microsoft Word, Microsoft Excel, Social Media, Facebook, Teamwork, Event Management, Social Networking, Data Entry, Research, Training
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (BS), Hospitality and Tourism Management
Boston Financial Investment Management January 2014 - Present
The Walt Disney Company June 2013 - January 2014
The Sheraton Monarch Place Hotel May 2012 - June 2013
Sheraton Monarch Place Hotel May 2011 - June 2013
Walt Disney World January 2012 - May 2012
Skills
Hospitality, Customer Service, Time Management, SAP, ADP, Taleo, HRO, SharePoint, TLO, Microsoft Office, PowerPoint, Paychex, Microsoft Word, Microsoft Excel, Social Media, Facebook, Teamwork, Event Management, Social Networking, Data Entry, Research, Training
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (BS), Hospitality and Tourism Management
Olga Trimmer Olga Trimmer's Boston Financial Investment Management Experience November 2014 - Present
Job Asset Manager at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management November 2014 - Present
Boston Financial Investment Management September 2012 - October 2014
Greater Rhode Island IREM Chapter # 88 July 2012 - December 2012
Fairfield Residential LLC July 2006 - August 2012
Fairfield Residential April 2005 - June 2006
Fairfield Residential April 2004 - April 2005
Skills
Capital Budgeting, Budgeting, Forecasting, Variances, Variance Analysis, Expense Control, Cash Flow, Monthly Close, Financial Analysis, Investor Reporting, Accruals, Multi-Site Operations, Budgets
Education
Northeastern University 2010 — 2012
MBA, Finance
Rhode Island College
BS, Human Resources
Boston Financial Investment Management November 2014 - Present
Boston Financial Investment Management September 2012 - October 2014
Greater Rhode Island IREM Chapter # 88 July 2012 - December 2012
Fairfield Residential LLC July 2006 - August 2012
Fairfield Residential April 2005 - June 2006
Fairfield Residential April 2004 - April 2005
Skills
Capital Budgeting, Budgeting, Forecasting, Variances, Variance Analysis, Expense Control, Cash Flow, Monthly Close, Financial Analysis, Investor Reporting, Accruals, Multi-Site Operations, Budgets
Education
Northeastern University 2010 — 2012
MBA, Finance
Rhode Island College
BS, Human Resources
Kyle Sawyer's Boston Financial Investment Management Experience June 2012 - July 2012
Job Financial Analyst at Hilco Valuation Services
Industry Financial Services
Experience
Hilco Global August 2012 - Present
Boston Financial Investment Management June 2012 - July 2012
Keystone Dental June 2011 - May 2012
Handy True Value Hardware May 2009 - August 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Auditing, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Analysis, Finance, Project Management
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance & Accounting
Hilco Global August 2012 - Present
Boston Financial Investment Management June 2012 - July 2012
Keystone Dental June 2011 - May 2012
Handy True Value Hardware May 2009 - August 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Microsoft Excel, Auditing, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Analysis, Finance, Project Management
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance & Accounting
Qiong(Joanna) Zhu's Boston Financial Investment Management Experience June 2012 - August 2012
Job Tutor at Economics and Finance Learning Center of Bentley University
Industry Financial Services
Experience
Boston Financial Investment Management June 2012 - August 2012
Bentley University February 2011 - May 2012
CH Boston September 2011 - October 2011
Equity Metrics June 2011 - July 2011
Chinese Southern Mutual Fund Management Corporation July 2009 - September 2009
Xiangtan City Commercial Bank Ltd. Corporation June 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, marketing research, Equity Valuation, Data Analysis, SPSS, Bloomberg, Customer Service, SAS, Factset
Education
Bentley University 2010 — 2012
Master, Finance
Shandong University 2006 — 2010
BS, Finance
xiangtan no1. middle school
Boston Financial Investment Management June 2012 - August 2012
Bentley University February 2011 - May 2012
CH Boston September 2011 - October 2011
Equity Metrics June 2011 - July 2011
Chinese Southern Mutual Fund Management Corporation July 2009 - September 2009
Xiangtan City Commercial Bank Ltd. Corporation June 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, marketing research, Equity Valuation, Data Analysis, SPSS, Bloomberg, Customer Service, SAS, Factset
Education
Bentley University 2010 — 2012
Master, Finance
Shandong University 2006 — 2010
BS, Finance
xiangtan no1. middle school
James Neufeld James Neufeld's Boston Financial Investment Management Experience June 2010 - September 2014
Job Consultant at Return Path
Industry Accounting
Experience
Return Path March 2015 - Present
Boston Financial Investment Management June 2010 - September 2014
Boston Financial Investment Management 2009 - 2009
Procter & Gamble 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Due Diligence, GAAP, Finance, CPA, Auditing, US GAAP, Microsoft Office, PowerPoint, Microsoft Word, Management, Microsoft Excel, Analysis
Education
Northeastern University 2005 — 2010
Bachelor of Science, Accounting
Return Path March 2015 - Present
Boston Financial Investment Management June 2010 - September 2014
Boston Financial Investment Management 2009 - 2009
Procter & Gamble 2008 - 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Due Diligence, GAAP, Finance, CPA, Auditing, US GAAP, Microsoft Office, PowerPoint, Microsoft Word, Management, Microsoft Excel, Analysis
Education
Northeastern University 2005 — 2010
Bachelor of Science, Accounting
David Harelick David Harelick's Boston Financial Investment Management Experience June 1998 - May 2000
Job Real Estate Portfolio Manager
Industry Investment Management
Experience
Innovest Capital, Inc. August 2013 - Present
MIT Sloan Boston Alumni Association August 2005 - Present
USACupom.com.br 2012 - Present
Lion&Lion February 2013 - Present
FreeTravelGenius.com August 2011 - Present
The Acqumen Group, LLC February 1998 - Present
Boston Capital March 2012 - November 2012
Corporate Realty Investment Capital (CRIC) November 2002 - November 2010
Technisys S.A. June 2001 - August 2001
Boston Financial Investment Management June 1998 - May 2000
Skills
Private Equity, Corporate Real Estate, Mergers, Non-profit Leadership, SEM, SEO, Online Marketing, Strategy, Start-ups, Commercial Real Estate, Mergers & Acquisitions, Acquisitions, Business Development, CRM, Real Estate, Analytics, Business Strategy, Entrepreneurship, Management, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
Cornell University 1993 — 1996
B.S.
Dartmouth High School 1989 — 1993
Innovest Capital, Inc. August 2013 - Present
MIT Sloan Boston Alumni Association August 2005 - Present
USACupom.com.br 2012 - Present
Lion&Lion February 2013 - Present
FreeTravelGenius.com August 2011 - Present
The Acqumen Group, LLC February 1998 - Present
Boston Capital March 2012 - November 2012
Corporate Realty Investment Capital (CRIC) November 2002 - November 2010
Technisys S.A. June 2001 - August 2001
Boston Financial Investment Management June 1998 - May 2000
Skills
Private Equity, Corporate Real Estate, Mergers, Non-profit Leadership, SEM, SEO, Online Marketing, Strategy, Start-ups, Commercial Real Estate, Mergers & Acquisitions, Acquisitions, Business Development, CRM, Real Estate, Analytics, Business Strategy, Entrepreneurship, Management, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
Cornell University 1993 — 1996
B.S.
Dartmouth High School 1989 — 1993
Lynn Mallett's Boston Financial Investment Management Experience 1997 - 1999
Job Director of Finance, Baxalta
Industry Biotechnology
Experience
Baxalta February 2015 - Present
Pfizer 2008 - February 2015
AstraZeneca February 2006 - 2007
Serono 2002 - 2006
Haemonetics 1999 - 2002
Boston Financial Investment Management 1997 - 1999
General Investment & Development 1996 - 1997
The Dolben Company, Inc. 1994 - 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Post MBA Executive Program, Pharmaceutical Marketing
Eastern Nazarene College 2000 — 2002
Masters in Business, Business Administration and Management, General
Institute for Integrative Nutrition
Certified Health Coach
Baxalta February 2015 - Present
Pfizer 2008 - February 2015
AstraZeneca February 2006 - 2007
Serono 2002 - 2006
Haemonetics 1999 - 2002
Boston Financial Investment Management 1997 - 1999
General Investment & Development 1996 - 1997
The Dolben Company, Inc. 1994 - 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Post MBA Executive Program, Pharmaceutical Marketing
Eastern Nazarene College 2000 — 2002
Masters in Business, Business Administration and Management, General
Institute for Integrative Nutrition
Certified Health Coach
Ryan Lane Ryan Lane's Boston Financial Investment Management Experience April 2014 - Present
Job Analyst at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management April 2014 - Present
Cushman & Wakefield March 2013 - April 2014
Cushman & Wakefield June 2012 - February 2013
Cushman & Wakefield June 2010 - May 2012
Bingham McCutchen June 2009 - August 2009
Discovery Capital July 2007 - August 2007
Education
Trinity College-Hartford 2006 — 2010
BA, History
Boston Financial Investment Management April 2014 - Present
Cushman & Wakefield March 2013 - April 2014
Cushman & Wakefield June 2012 - February 2013
Cushman & Wakefield June 2010 - May 2012
Bingham McCutchen June 2009 - August 2009
Discovery Capital July 2007 - August 2007
Education
Trinity College-Hartford 2006 — 2010
BA, History
Cameron Church Cameron Church's Boston Financial Investment Management Experience September 2012 - Present
Job Asset Manager
Industry Real Estate
Experience
Boston Financial Investment Management September 2012 - Present
HallKeen Management November 2011 - September 2012
HallKeen Management Inc June 2009 - November 2011
HallKeen Management Inc February 2008 - May 2009
University of Vermont Davis Student Center August 2007 - June 2008
Colchester Parks and Recreation May 2006 - September 2006
Skills
Tax Credits, Leases, Rentals, Real Estate, Property Management, Apartments, LIHTC, Budgets, Affordable Housing, OneSite, Asset Management, Property, Finance, Financial Analysis
Education
Boston University 2012 — 2015
Real Estate Studies, Finance
University of Vermont 2004 — 2007
B.A., Sociology
Roanoke College 2002 — 2004
B.A., Sociology
Trinity-Pawling School 1998 — 2002
Boston Financial Investment Management September 2012 - Present
HallKeen Management November 2011 - September 2012
HallKeen Management Inc June 2009 - November 2011
HallKeen Management Inc February 2008 - May 2009
University of Vermont Davis Student Center August 2007 - June 2008
Colchester Parks and Recreation May 2006 - September 2006
Skills
Tax Credits, Leases, Rentals, Real Estate, Property Management, Apartments, LIHTC, Budgets, Affordable Housing, OneSite, Asset Management, Property, Finance, Financial Analysis
Education
Boston University 2012 — 2015
Real Estate Studies, Finance
University of Vermont 2004 — 2007
B.A., Sociology
Roanoke College 2002 — 2004
B.A., Sociology
Trinity-Pawling School 1998 — 2002
Jeff Thompson's Boston Financial Investment Management Experience February 2006 - February 2008
Job Principal at Acacia Realty Advisors
Industry Commercial Real Estate
Experience
Acacia Realty Advisors March 2008 - Present
Boston Financial Investment Management February 2006 - February 2008
Acacia Analytics September 2004 - February 2006
Cushman & Wakefield February 2002 - September 2004
Novogradac & Company November 2000 - February 2002
Cushman & Wakefield August 1994 - November 2000
Terzo & Bologna, Inc. January 1987 - August 1994
Skills
Real Estate, Valuation, Market Analysis, Asset, LIHTC, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Financial Modeling, Investments, Financial Analysis, Real Estate Transactions, Affordable Housing, Disposition, Underwriting, Property Management, Debt, Acquisitions, Finance, Investment Properties, Portfolio Management, Brokerage, Analysis, Appraisals, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Strategy, Leases, Management, Real Estate Financing, Dispositions, Financial Structuring
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Finance/Real Estate
Center Grove High School 1980 — 1984
Diploma, College Prep
Acacia Realty Advisors March 2008 - Present
Boston Financial Investment Management February 2006 - February 2008
Acacia Analytics September 2004 - February 2006
Cushman & Wakefield February 2002 - September 2004
Novogradac & Company November 2000 - February 2002
Cushman & Wakefield August 1994 - November 2000
Terzo & Bologna, Inc. January 1987 - August 1994
Skills
Real Estate, Valuation, Market Analysis, Asset, LIHTC, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Financial Modeling, Investments, Financial Analysis, Real Estate Transactions, Affordable Housing, Disposition, Underwriting, Property Management, Debt, Acquisitions, Finance, Investment Properties, Portfolio Management, Brokerage, Analysis, Appraisals, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Strategy, Leases, Management, Real Estate Financing, Dispositions, Financial Structuring
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Finance/Real Estate
Center Grove High School 1980 — 1984
Diploma, College Prep
Bruce Kiernan Bruce Kiernan's Boston Financial Investment Management Experience 2011 - 2012
Job Managing Director, Michel Associates. Driving results and growth in housing and communities.
Industry Financial Services
Experience
Michel Associates 2012 - Present
Boston Financial Investment Management 2011 - 2012
Skills
Due Diligence, Finance, Management, Business Strategy, Business Development, Real Estate Investment, Investment Policy, Investor Relations, Investor Reporting, Marketing Strategy, Marketing Communications, Social Media Marketing, Organizational..., Corporate Development, Human Resource..., Management Consulting, Internet Strategy, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
Master of Business Administration (MBA), with high distinction
London Business School
International Exchange Program
Massachusetts Institute of Technology
Science Bachelor, Master of City Planning
Michel Associates 2012 - Present
Boston Financial Investment Management 2011 - 2012
Skills
Due Diligence, Finance, Management, Business Strategy, Business Development, Real Estate Investment, Investment Policy, Investor Relations, Investor Reporting, Marketing Strategy, Marketing Communications, Social Media Marketing, Organizational..., Corporate Development, Human Resource..., Management Consulting, Internet Strategy, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
Master of Business Administration (MBA), with high distinction
London Business School
International Exchange Program
Massachusetts Institute of Technology
Science Bachelor, Master of City Planning
Gavin Grady Gavin Grady's Boston Financial Investment Management Experience July 2014 - July 2015
Job Commercial Real Estate Professional
Industry Real Estate
Experience
Boston Financial Investment Management July 2014 - July 2015
Arbor Commercial Mortgage, LLC June 2012 - November 2013
Arbor Commercial Mortgage, LLC February 2010 - June 2012
Arbor Commercial Mortgage, LLC February 2008 - February 2010
Mirak Management Co. August 2007 - February 2008
Fairfield Residential April 2007 - August 2007
Nation One Mortgage Company August 2004 - April 2007
Harvard University Housing (fka Harvard Real Estate Services) June 2004 - August 2004
Skills
Multifamily Accelerated..., Mortgage Lending, Property, Sales, Marketing, Commercial Mortgages, CMBS, Brokerage, Credit Analysis, Acquisitions, Loan Origination, Financial Structuring, Credit, Multi-family, Commercial Real Estate..., Mortgage Underwriting, Refinance, Residential Mortgages, Affordable Housing, FHA, Mortgage Banking, Apartments, Construction Loans, Risk Management, Insurance, Asset, Negotiation, FNMA, REO, Forecasting, Selling, Financial Risk, Mortgage Servicing, Finance, Commercial Lending
Education
State University of New York College at Fredonia 1999 — 2003
Bachelors of Science, Business Administration
Boston University
Certificate in Real Estate Finance
Boston Financial Investment Management July 2014 - July 2015
Arbor Commercial Mortgage, LLC June 2012 - November 2013
Arbor Commercial Mortgage, LLC February 2010 - June 2012
Arbor Commercial Mortgage, LLC February 2008 - February 2010
Mirak Management Co. August 2007 - February 2008
Fairfield Residential April 2007 - August 2007
Nation One Mortgage Company August 2004 - April 2007
Harvard University Housing (fka Harvard Real Estate Services) June 2004 - August 2004
Skills
Multifamily Accelerated..., Mortgage Lending, Property, Sales, Marketing, Commercial Mortgages, CMBS, Brokerage, Credit Analysis, Acquisitions, Loan Origination, Financial Structuring, Credit, Multi-family, Commercial Real Estate..., Mortgage Underwriting, Refinance, Residential Mortgages, Affordable Housing, FHA, Mortgage Banking, Apartments, Construction Loans, Risk Management, Insurance, Asset, Negotiation, FNMA, REO, Forecasting, Selling, Financial Risk, Mortgage Servicing, Finance, Commercial Lending
Education
State University of New York College at Fredonia 1999 — 2003
Bachelors of Science, Business Administration
Boston University
Certificate in Real Estate Finance
Svetlana Savenkova's Boston Financial Investment Management Experience June 2012 - April 2014
Job Commercial Real Estate Support Specialist at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking April 2014 - Present
Boston Financial Investment Management June 2012 - April 2014
Barclays Capital July 2011 - February 2012
University of Massachusetts November 2008 - May 2010
Flagship IP, P.C. June 2009 - September 2009
Boston Merchant Financial Ltd. January 2009 - May 2009
Skills
Real Estate, Finance, Project Management, Securities, Financial Statement..., Series 7, Access, Banking, Financial Risk, LITHC, Commercial Real Estate, Tax Credits, Compliance, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
BS, Management; Finance
Novosibirsk State University of Economics and Management (NSUEM) 2000 — 2004
International Relations, Economics
HSBC Commercial Banking April 2014 - Present
Boston Financial Investment Management June 2012 - April 2014
Barclays Capital July 2011 - February 2012
University of Massachusetts November 2008 - May 2010
Flagship IP, P.C. June 2009 - September 2009
Boston Merchant Financial Ltd. January 2009 - May 2009
Skills
Real Estate, Finance, Project Management, Securities, Financial Statement..., Series 7, Access, Banking, Financial Risk, LITHC, Commercial Real Estate, Tax Credits, Compliance, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
BS, Management; Finance
Novosibirsk State University of Economics and Management (NSUEM) 2000 — 2004
International Relations, Economics
Dan Ratzenberger Dan Ratzenberger's Boston Financial Investment Management Experience June 2012 - December 2013
Job Accounting Associate at Liberty Mutual Insurance
Industry
Experience
Liberty Mutual Insurance December 2013 - Present
Boston Financial Investment Management June 2012 - December 2013
McGladrey January 2011 - June 2011
Matson Driscoll & Damico Ltd. January 2010 - August 2010
Skills
Proficient in EPace and..., Skilled in Microsoft..., PowerPoint
Education
Northeastern University 2007 — 2012
Bachelor's degree, Accounting and Business/Management
Liberty Mutual Insurance December 2013 - Present
Boston Financial Investment Management June 2012 - December 2013
McGladrey January 2011 - June 2011
Matson Driscoll & Damico Ltd. January 2010 - August 2010
Skills
Proficient in EPace and..., Skilled in Microsoft..., PowerPoint
Education
Northeastern University 2007 — 2012
Bachelor's degree, Accounting and Business/Management
Maggie Kilday Maggie Kilday's Boston Financial Investment Management Experience January 2013 - May 2014
Job Senior, Global Compliance, EY
Industry Financial Services
Experience
EY November 2014 - Present
PKF (Boston) P.C. September 2014 - November 2014
Boston Financial Investment Management January 2013 - May 2014
Education
Bentley University 2015 — 2016
Master's degree, Taxation
University of Kansas 2007 — 2011
Bachelors, Accounting
CIMBA 2009 — 2009
Accounting
EY November 2014 - Present
PKF (Boston) P.C. September 2014 - November 2014
Boston Financial Investment Management January 2013 - May 2014
Education
Bentley University 2015 — 2016
Master's degree, Taxation
University of Kansas 2007 — 2011
Bachelors, Accounting
CIMBA 2009 — 2009
Accounting
Ran Zhu Ran Zhu's Boston Financial Investment Management Experience February 2013 - March 2013
Job Internal Auditor at Massachusetts Port Authority
Industry Accounting
Experience
Massachusetts Port Authority April 2013 - Present
Boston Financial Investment Management February 2013 - March 2013
University of Massachusetts January 2011 - December 2012
UMass Boston January 2012 - July 2012
US-China Chan Culture Exchange Association January 2011 - June 2012
The Boston Earned Income Tax Credit Coalition January 2012 - April 2012
China Construction Bank July 2009 - September 2009
Skills
Data Analysis, Research, Stata, Access, Statistics, Microsoft Excel, PowerPoint, Report Writing, Non-profits, Qualitative Research, Mandarin, Microsoft Office, Bloomberg Terminal, Higher Education, Analysis, Microsoft Word, Financial Modeling, QuickBooks
Education
University of Massachusetts Boston 2010 — 2012
Master, Accounting
Northeastern University (CN) 2006 — 2010
Bachelor of Art, English literature
Massachusetts Port Authority April 2013 - Present
Boston Financial Investment Management February 2013 - March 2013
University of Massachusetts January 2011 - December 2012
UMass Boston January 2012 - July 2012
US-China Chan Culture Exchange Association January 2011 - June 2012
The Boston Earned Income Tax Credit Coalition January 2012 - April 2012
China Construction Bank July 2009 - September 2009
Skills
Data Analysis, Research, Stata, Access, Statistics, Microsoft Excel, PowerPoint, Report Writing, Non-profits, Qualitative Research, Mandarin, Microsoft Office, Bloomberg Terminal, Higher Education, Analysis, Microsoft Word, Financial Modeling, QuickBooks
Education
University of Massachusetts Boston 2010 — 2012
Master, Accounting
Northeastern University (CN) 2006 — 2010
Bachelor of Art, English literature
Meghan Root Meghan Root's Boston Financial Investment Management Experience November 2014 - Present
Job Portfolio Accountant at Boston Financial Investment Management
Industry Accounting
Experience
Boston Financial Investment Management November 2014 - Present
The Walker Group 2011 - November 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Internal Controls, Microsoft Office, Financial Analysis, Account Reconciliation, Cash Flow, General Ledger, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's degree, Accounting
Boston Financial Investment Management November 2014 - Present
The Walker Group 2011 - November 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Accounts Payable, Internal Controls, Microsoft Office, Financial Analysis, Account Reconciliation, Cash Flow, General Ledger, Microsoft Excel
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's degree, Accounting
Melissa Lo's Boston Financial Investment Management Experience November 2008 - October 2012
Job Financial Reporting Analyst at DentaQuest
Industry Accounting
Experience
DentaQuest November 2012 - Present
Boston Financial Investment Management November 2008 - October 2012
Jacobs Velella & KERR January 2007 - November 2008
San Diego County Credit Union February 2003 - March 2006
South Coastal Bank September 2000 - August 2002
Skills
Accounting, Auditing, Financial Reporting, Financial Modeling, Finance, Tax Accounting, Managerial Finance, Accounts Receivable, Sarbanes-Oxley Act, Tax, Accounts Payable, Financial Statements, Financial Analysis, Microsoft Excel, General Ledger, Financial Accounting, Internal Controls, GAAP
Education
San Diego State University-California State University 2004 — 2006
B.S. in Accountancy, Accounting
Suffolk University 2000 — 2003
Accounting
DentaQuest November 2012 - Present
Boston Financial Investment Management November 2008 - October 2012
Jacobs Velella & KERR January 2007 - November 2008
San Diego County Credit Union February 2003 - March 2006
South Coastal Bank September 2000 - August 2002
Skills
Accounting, Auditing, Financial Reporting, Financial Modeling, Finance, Tax Accounting, Managerial Finance, Accounts Receivable, Sarbanes-Oxley Act, Tax, Accounts Payable, Financial Statements, Financial Analysis, Microsoft Excel, General Ledger, Financial Accounting, Internal Controls, GAAP
Education
San Diego State University-California State University 2004 — 2006
B.S. in Accountancy, Accounting
Suffolk University 2000 — 2003
Accounting
Joe Barone Joe Barone's Boston Financial Investment Management Experience 1999 - 2008
Job Accountant at Joe Barone Accounting & Finance Consulting; Seeking full time employment
Industry Accounting
Experience
Joe Barone Accounting & Finance Consulting 2011 - Present
First Winthrop Corporation 2009 - 2011
Boston Financial Investment Management 1999 - 2008
AEW Capital Management 1988 - 1999
Skills
Accounting, PeopleSoft, Microsoft Excel, Lotus 123, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Financial Statements, US GAAP, Microsoft Word, Software 2000, Timberline Accounting, MRI Software
Education
Northeastern University 1978 — 1983
BSBA, Accounting
Joe Barone Accounting & Finance Consulting 2011 - Present
First Winthrop Corporation 2009 - 2011
Boston Financial Investment Management 1999 - 2008
AEW Capital Management 1988 - 1999
Skills
Accounting, PeopleSoft, Microsoft Excel, Lotus 123, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Financial Statements, US GAAP, Microsoft Word, Software 2000, Timberline Accounting, MRI Software
Education
Northeastern University 1978 — 1983
BSBA, Accounting
Calvin Yoskowitz Calvin Yoskowitz's Boston Financial Investment Management Experience February 2014 - February 2014
Job Claims Adjudicator
Industry Hospital & Health Care
Experience
Senior Whole Health September 2014 - Present
Senior Whole Health April 2014 - September 2014
LogMeIn March 2014 - March 2014
CRICO March 2014 - March 2014
Boston Financial Investment Management February 2014 - February 2014
Gap Inc./Banana Republic September 2012 - January 2014
Avenue Pictures Productions, "Lullaby" June 2012 - July 2012
Insignia Films January 2012 - May 2012
Manhattanville College September 2011 - May 2012
Manhattanville College February 2011 - May 2012
Skills
Creative Writing, Screenwriting, Journalism, Film Production, Editing, Community Service, sports journalism, Customer Service, Blogging, Leadership, Facebook, Social Networking, Microsoft Office, Social Media
Education
Manhattanville College 2008 — 2012
Bachelor of Arts (B.A.), English: Film Studies
New York Film Academy 2011 — 2011
Screenwriting
Senior Whole Health September 2014 - Present
Senior Whole Health April 2014 - September 2014
LogMeIn March 2014 - March 2014
CRICO March 2014 - March 2014
Boston Financial Investment Management February 2014 - February 2014
Gap Inc./Banana Republic September 2012 - January 2014
Avenue Pictures Productions, "Lullaby" June 2012 - July 2012
Insignia Films January 2012 - May 2012
Manhattanville College September 2011 - May 2012
Manhattanville College February 2011 - May 2012
Skills
Creative Writing, Screenwriting, Journalism, Film Production, Editing, Community Service, sports journalism, Customer Service, Blogging, Leadership, Facebook, Social Networking, Microsoft Office, Social Media
Education
Manhattanville College 2008 — 2012
Bachelor of Arts (B.A.), English: Film Studies
New York Film Academy 2011 — 2011
Screenwriting
Jonathan Bartolomei's Boston Financial Investment Management Experience January 2010 - May 2010
Job Intern at Mercer Management
Industry Accounting
Experience
Mercer Management September 2014 - Present
Villanova Law Tax Clinic January 2014 - August 2014
Daylin for Congress September 2013 - May 2014
U.S. Department of Education June 2013 - August 2013
PwC January 2011 - May 2011
Boston Financial Investment Management January 2010 - May 2010
Bartolomei Pucciarelli, LLC January 2004 - August 2008
Skills
Tax, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Tax Preparation, Financial Statements, Tax Accounting, Microsoft Excel, General Ledger, Political Consulting, Political Campaigns, Fundraising, NGP
Education
Villanova Law School 2012 — 2015
Northeastern University 2008 — 2012
Bachelor of Science (BS), Accounting and Economics
Mercer Management September 2014 - Present
Villanova Law Tax Clinic January 2014 - August 2014
Daylin for Congress September 2013 - May 2014
U.S. Department of Education June 2013 - August 2013
PwC January 2011 - May 2011
Boston Financial Investment Management January 2010 - May 2010
Bartolomei Pucciarelli, LLC January 2004 - August 2008
Skills
Tax, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Tax Preparation, Financial Statements, Tax Accounting, Microsoft Excel, General Ledger, Political Consulting, Political Campaigns, Fundraising, NGP
Education
Villanova Law School 2012 — 2015
Northeastern University 2008 — 2012
Bachelor of Science (BS), Accounting and Economics
Anthony DiCiero Anthony DiCiero's Boston Financial Investment Management Experience June 2013 - Present
Job Vice President at Boston Financial Investment Management
Industry Commercial Real Estate
Experience
Boston Financial Investment Management June 2013 - Present
WinnCompanies November 2011 - March 2013
Red Capital Group May 2006 - March 2011
MMA Financial July 2003 - April 2006
John Hancock Realty Advisors, Inc. January 1999 - June 2003
John Hancock Realty Advisors, Inc. January 1996 - December 1998
John Hancock Life Insurance Company (U.S.A.) September 1980 - December 1995
Skills
Affordable Housing, LIHTC, Real Estate Development, Asset Management, Portfolio Management, Underwriting, Financial Modeling, Tax Credits, Negotiation, Nonprofits, Equities
Education
Northeastern University 1985 — 1995
B.S.B.A., Management
Boston Financial Investment Management June 2013 - Present
WinnCompanies November 2011 - March 2013
Red Capital Group May 2006 - March 2011
MMA Financial July 2003 - April 2006
John Hancock Realty Advisors, Inc. January 1999 - June 2003
John Hancock Realty Advisors, Inc. January 1996 - December 1998
John Hancock Life Insurance Company (U.S.A.) September 1980 - December 1995
Skills
Affordable Housing, LIHTC, Real Estate Development, Asset Management, Portfolio Management, Underwriting, Financial Modeling, Tax Credits, Negotiation, Nonprofits, Equities
Education
Northeastern University 1985 — 1995
B.S.B.A., Management
Simon Fraser's Boston Financial Investment Management Experience March 2010 - Present
Job Fund Manager at Boston Financial Investment
Industry Real Estate
Experience
Boston Financial Investment Management March 2010 - Present
Homes for Life Foundation May 2009 - March 2010
Macfarlane Costa Housing Partners, LLC April 2007 - April 2009
Simpson Housing Solutions, LLC May 2007 - May 2008
Thomas Safran & Associates November 2006 - April 2007
Project New Hope 1999 - 2001
Dunbar Economic Development Corporation 1999 - 1999
UCLA Advanced Policy Institute 1998 - 1999
Skills
LEED AP, Affordable Housing, Entitlements, Real Estate Development, Finance, Community Development, LIHTC, Real Estate, Real Estate Economics, Asset Management, Commercial Real Estate, Social Services, Due Diligence, Disposition, Underwriting, Property Management, Real Estate Transactions, Investments, Investment Properties, Loans
Education
University of California, Los Angeles 1998 — 2000
MA, Urban Planning - Built Environment
University of California, San Diego 1989 — 1993
BA, Urban Studies & Planning
Lund University 1991 — 1992
Architecture and Urban Planning
Merced High 1985 — 1989
High School Diploma, General Education
Boston Financial Investment Management March 2010 - Present
Homes for Life Foundation May 2009 - March 2010
Macfarlane Costa Housing Partners, LLC April 2007 - April 2009
Simpson Housing Solutions, LLC May 2007 - May 2008
Thomas Safran & Associates November 2006 - April 2007
Project New Hope 1999 - 2001
Dunbar Economic Development Corporation 1999 - 1999
UCLA Advanced Policy Institute 1998 - 1999
Skills
LEED AP, Affordable Housing, Entitlements, Real Estate Development, Finance, Community Development, LIHTC, Real Estate, Real Estate Economics, Asset Management, Commercial Real Estate, Social Services, Due Diligence, Disposition, Underwriting, Property Management, Real Estate Transactions, Investments, Investment Properties, Loans
Education
University of California, Los Angeles 1998 — 2000
MA, Urban Planning - Built Environment
University of California, San Diego 1989 — 1993
BA, Urban Studies & Planning
Lund University 1991 — 1992
Architecture and Urban Planning
Merced High 1985 — 1989
High School Diploma, General Education
Alexa Fiorita's Boston Financial Investment Management Experience February 2012 - February 2012
Job Technical Support Analyst
Industry Hospital & Health Care
Experience
NaviNet April 2012 - Present
Boston Financial Investment Management February 2012 - February 2012
Crossbeam December 2011 - December 2011
HR Consultant May 2010 - September 2011
Skills
Microsoft Office, Customer Service, Time Management, PowerPoint, Word, Excel, Internet Explorer, Typing, Access, Organizing, Oracle, Salesforce, Data Entry, Microsoft Excel, Interviews, Recruiting, Outlook, Salesforce.com, Microsoft Word
Education
University of Massachusetts Dartmouth 2007 — 2012
BS, Human Resource Management
Reading Memorial High School 2003 — 2007
High School Diploma
NaviNet April 2012 - Present
Boston Financial Investment Management February 2012 - February 2012
Crossbeam December 2011 - December 2011
HR Consultant May 2010 - September 2011
Skills
Microsoft Office, Customer Service, Time Management, PowerPoint, Word, Excel, Internet Explorer, Typing, Access, Organizing, Oracle, Salesforce, Data Entry, Microsoft Excel, Interviews, Recruiting, Outlook, Salesforce.com, Microsoft Word
Education
University of Massachusetts Dartmouth 2007 — 2012
BS, Human Resource Management
Reading Memorial High School 2003 — 2007
High School Diploma
Ali J. Ramsey's Boston Financial Investment Management Experience January 2010 - July 2010
Job Analyst (M&A) at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors July 2015 - Present
PNC June 2012 - June 2015
PNC July 2011 - September 2011
Silver Point Capital January 2011 - June 2011
Boston Financial Investment Management January 2010 - July 2010
Education
Northeastern University 2007 — 2012
BSBA, Finance & Accounting
Sagent Advisors July 2015 - Present
PNC June 2012 - June 2015
PNC July 2011 - September 2011
Silver Point Capital January 2011 - June 2011
Boston Financial Investment Management January 2010 - July 2010
Education
Northeastern University 2007 — 2012
BSBA, Finance & Accounting
Aimee Harper Aimee Harper's Boston Financial Investment Management Experience August 2015 - Present
Job Accounts Payable Representative
Industry Information Technology and Services
Experience
Boston Financial Investment Management August 2015 - Present
Granite Telecommunications April 2013 - August 2015
Syncnicity July 2006 - August 2013
Granite Telecommunications September 2012 - January 2013
Target December 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Access, Customer Service, Proficient in Microsoft..., Knowledgeable of MS SQL, Demonstrated ability to..., Working diligently and..., SQL Server, Excel, Microsoft SQL Server, Suite, Applications, Payroll, PowerPoint, Leadership, Outlook, Teamwork, Process Improvement, Time Management, Public Speaking, Analysis, Project Management, Accounts Payable, Microsoft Dynamics GP, Strategic Planning, Accounting, Team Leadership, Social Media, Account Management, Invoice Processing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Holyoke Community College 2008 — 2009
Associate of Science (AS), Business Administration
Boston Financial Investment Management August 2015 - Present
Granite Telecommunications April 2013 - August 2015
Syncnicity July 2006 - August 2013
Granite Telecommunications September 2012 - January 2013
Target December 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Access, Customer Service, Proficient in Microsoft..., Knowledgeable of MS SQL, Demonstrated ability to..., Working diligently and..., SQL Server, Excel, Microsoft SQL Server, Suite, Applications, Payroll, PowerPoint, Leadership, Outlook, Teamwork, Process Improvement, Time Management, Public Speaking, Analysis, Project Management, Accounts Payable, Microsoft Dynamics GP, Strategic Planning, Accounting, Team Leadership, Social Media, Account Management, Invoice Processing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Holyoke Community College 2008 — 2009
Associate of Science (AS), Business Administration
Jessica Powers's Boston Financial Investment Management Experience September 2013 - April 2015
Job Financial Analyst Corporate Development
Industry Wholesale
Experience
C&S Wholesale Grocers April 2015 - Present
Boston Financial Investment Management September 2013 - April 2015
University of Hartford Student Government Association July 2010 - June 2013
University of Hartford Financial Accounting September 2009 - June 2013
Applied Financial Analysis and Investment Course September 2012 - May 2013
University of Hartford Budget Advisory Team September 2010 - May 2013
University of Hartford International Business Class - Bermuda March 2013 - March 2013
Capital Choice Financial Group May 2012 - August 2012
Claremont Savings Bank May 2010 - August 2011
University of Hartford Alumni Call Center September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Banner Finance, Public Speaking, Team Leadership, Organization, Always Punctual, Investment Strategies, Budgets, Banking, Insurance, Finance, Microsoft Office, Time Management, Access, Investment Research, APL, Data Analysis, Financial Analysis, Social Networking, Staff Development, Analysis, Customer Service, Economics, Accounting, Leadership, Research, Social Media, Marketing, Critical Thinking, Teamwork, Financial Reporting, Auditing, Outlook, Financial Accounting, Leadership Development, Team Building, Cash Management, Fundraising, Nonprofits, Market Research, Tax, General Ledger, Budgeting, Financial Planning
Education
University of Hartford 2009 — 2013
Bachelor of Science, Business Administration, Economics and Finance
C&S Wholesale Grocers April 2015 - Present
Boston Financial Investment Management September 2013 - April 2015
University of Hartford Student Government Association July 2010 - June 2013
University of Hartford Financial Accounting September 2009 - June 2013
Applied Financial Analysis and Investment Course September 2012 - May 2013
University of Hartford Budget Advisory Team September 2010 - May 2013
University of Hartford International Business Class - Bermuda March 2013 - March 2013
Capital Choice Financial Group May 2012 - August 2012
Claremont Savings Bank May 2010 - August 2011
University of Hartford Alumni Call Center September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Banner Finance, Public Speaking, Team Leadership, Organization, Always Punctual, Investment Strategies, Budgets, Banking, Insurance, Finance, Microsoft Office, Time Management, Access, Investment Research, APL, Data Analysis, Financial Analysis, Social Networking, Staff Development, Analysis, Customer Service, Economics, Accounting, Leadership, Research, Social Media, Marketing, Critical Thinking, Teamwork, Financial Reporting, Auditing, Outlook, Financial Accounting, Leadership Development, Team Building, Cash Management, Fundraising, Nonprofits, Market Research, Tax, General Ledger, Budgeting, Financial Planning
Education
University of Hartford 2009 — 2013
Bachelor of Science, Business Administration, Economics and Finance
Justin Drolsbaugh's Boston Financial Investment Management Experience February 2010 - November 2010
Job Lending Professional
Industry Banking
Experience
Cambridge Trust Company August 2013 - Present
Capital Info August 2006 - Present
Octant Business Services October 2011 - August 2013
TD Bank November 2010 - October 2011
Boston Financial Investment Management February 2010 - November 2010
Titan Capital ID, LLC July 2005 - February 2010
MBI, Inc December 2002 - August 2005
Skills
Real Estate, Real Estate Development
Education
Harvard University 2014 — 2017
Candidate for Masters of Liberal Arts, Finance
Babson College 1998 — 2002
Bachelor of Science Business Administration (BSBA), Economics
Cambridge Trust Company August 2013 - Present
Capital Info August 2006 - Present
Octant Business Services October 2011 - August 2013
TD Bank November 2010 - October 2011
Boston Financial Investment Management February 2010 - November 2010
Titan Capital ID, LLC July 2005 - February 2010
MBI, Inc December 2002 - August 2005
Skills
Real Estate, Real Estate Development
Education
Harvard University 2014 — 2017
Candidate for Masters of Liberal Arts, Finance
Babson College 1998 — 2002
Bachelor of Science Business Administration (BSBA), Economics
Nick Biondo's Boston Financial Investment Management Experience August 2012 - May 2015
Job Capital Markets Associate at NAI Hunneman
Industry Real Estate
Experience
NAI Hunneman May 2015 - Present
Boston Financial Investment Management August 2012 - May 2015
Arbor Commercial Mortgage April 2011 - August 2012
Russ Lyon Sotheby's International Realty August 2009 - June 2011
Choice Real Estate Group July 2007 - August 2009
Skills
Real Estate Economics, Sales Management, Financial Analysis, Vendor Management, Location Intelligence, Investor Relations, Asset Management
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance & International Business
NAI Hunneman May 2015 - Present
Boston Financial Investment Management August 2012 - May 2015
Arbor Commercial Mortgage April 2011 - August 2012
Russ Lyon Sotheby's International Realty August 2009 - June 2011
Choice Real Estate Group July 2007 - August 2009
Skills
Real Estate Economics, Sales Management, Financial Analysis, Vendor Management, Location Intelligence, Investor Relations, Asset Management
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance & International Business
William P. Renner's Boston Financial Investment Management Experience August 2011 - September 2012
Job Associate at Hines
Industry Real Estate
Experience
Hines August 2014 - Present
Morgan Stanley June 2013 - August 2013
Boston Financial Investment Management August 2011 - September 2012
Boston Financial Investment Management August 2010 - August 2011
The Eagle Point Companies January 2008 - May 2010
Economics Research Associates August 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Finance, Asset Management, Investor Relations, Real Estate Development, Real Estate, Underwriting, Project Management, Valuation, Private Equity, Real Estate Transactions, Portfolio Management, Argus Modeling, LEED AP, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA, Real Estate, Finance
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc
McGill University 2000 — 2004
BA, Economics
Hines August 2014 - Present
Morgan Stanley June 2013 - August 2013
Boston Financial Investment Management August 2011 - September 2012
Boston Financial Investment Management August 2010 - August 2011
The Eagle Point Companies January 2008 - May 2010
Economics Research Associates August 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Finance, Asset Management, Investor Relations, Real Estate Development, Real Estate, Underwriting, Project Management, Valuation, Private Equity, Real Estate Transactions, Portfolio Management, Argus Modeling, LEED AP, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA, Real Estate, Finance
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc
McGill University 2000 — 2004
BA, Economics
Trevor Kunze Trevor Kunze's Boston Financial Investment Management Experience June 2014 - July 2014
Job Account Executive at Capital Hedge
Industry Financial Services
Experience
Capital Hedge FINTRX Asset Raising Platform March 2015 - Present
Boston Financial Investment Management June 2014 - July 2014
Capital Hedge FINTRX Asset Raising Platform May 2013 - October 2013
UBS 2012 - 2012
Skills
Hedge Funds, Wealth Management, Investments, Microsoft Office, Family Office, PowerPoint, Asset Management, Investment Banking, Private Equity, Alternative Investments, Management, Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Equities
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
Xaverian Brothers High School 2006 — 2010
Capital Hedge FINTRX Asset Raising Platform March 2015 - Present
Boston Financial Investment Management June 2014 - July 2014
Capital Hedge FINTRX Asset Raising Platform May 2013 - October 2013
UBS 2012 - 2012
Skills
Hedge Funds, Wealth Management, Investments, Microsoft Office, Family Office, PowerPoint, Asset Management, Investment Banking, Private Equity, Alternative Investments, Management, Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Equities
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, Senior
Xaverian Brothers High School 2006 — 2010
Katharena Rentumis's Boston Financial Investment Management Experience February 2013 - 2013
Job Development Assistant at Vermont Studio Center
Industry Arts and Crafts
Experience
Vermont Studio Center January 2015 - Present
self May 2012 - Present
Seoul Art Space Mullae June 2014 - July 2014
Barim Residency May 2014 - June 2014
Youkobo Art Space April 2014 - May 2014
Pilchuck Glass School May 2013 - July 2013
Massachusetts College of Art and Design September 2011 - May 2013
Boston Financial Investment Management February 2013 - 2013
Massachusetts College of Art 2007 - 2012
Floating Worlds Project Residency June 2011 - July 2011
Skills
Printmaking, Intaglio, Glassblowing, sand casted glass, Exceptional Listener, Always Willing to Learn, Screen Printing, Drawing, Photoshop, PowerPoint, Microsoft Word, Blogging, Tumblr, Photography, Highly detail oriented, Curating, Teaching, Social Media, Writing, Grant Writing, Papermaking, Presentations, Creative Problem Solver, Microsoft Office, Glass, Digital Photography, Visual Arts, Fine Art, Art
Education
Haystack Mountain School of Crafts 2012 — 2012
Joomchi and Beyond with Jiyoung Chung
Massachusetts College of Art 2006 — 2012
Bachelor of Fine Arts (B.F.A.), glass and printmaking
Pilchuck Glass School 2011 — 2011
Containers of light and story - Bertil Vallien
Vermont Studio Center January 2015 - Present
self May 2012 - Present
Seoul Art Space Mullae June 2014 - July 2014
Barim Residency May 2014 - June 2014
Youkobo Art Space April 2014 - May 2014
Pilchuck Glass School May 2013 - July 2013
Massachusetts College of Art and Design September 2011 - May 2013
Boston Financial Investment Management February 2013 - 2013
Massachusetts College of Art 2007 - 2012
Floating Worlds Project Residency June 2011 - July 2011
Skills
Printmaking, Intaglio, Glassblowing, sand casted glass, Exceptional Listener, Always Willing to Learn, Screen Printing, Drawing, Photoshop, PowerPoint, Microsoft Word, Blogging, Tumblr, Photography, Highly detail oriented, Curating, Teaching, Social Media, Writing, Grant Writing, Papermaking, Presentations, Creative Problem Solver, Microsoft Office, Glass, Digital Photography, Visual Arts, Fine Art, Art
Education
Haystack Mountain School of Crafts 2012 — 2012
Joomchi and Beyond with Jiyoung Chung
Massachusetts College of Art 2006 — 2012
Bachelor of Fine Arts (B.F.A.), glass and printmaking
Pilchuck Glass School 2011 — 2011
Containers of light and story - Bertil Vallien
Rio Sacchetti Rio Sacchetti's Boston Financial Investment Management Experience December 2010 - February 2012
Job Project Manager at HallKeen Management
Industry Real Estate
Experience
HallKeen Management February 2012 - Present
RS Companies April 2010 - Present
Boston Financial Investment Management December 2010 - February 2012
Eastat Realty Capital December 2007 - April 2010
MassDevelopment 2007 - 2007
State Street 2003 - 2006
Skills
Real Estate Financial..., Real Estate Asset..., Real Estate Project..., Real Estate, Asset Managment, Real Estate Development, Real Estate Private..., Due Diligence, Financial Modeling, Apartments, Affordable Housing, Investment Properties, Asset Management, Disposition, Mixed-use, LIHTC, Land Acquisition, Financial Analysis, Market Analysis, Acquisitions, Financial Structuring, Lease Administration, Property Management, Project Management, Finance
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Political Science and Economics
Boston University 2004 — 2006
Professional Certificate, Real Estate Finance
HallKeen Management February 2012 - Present
RS Companies April 2010 - Present
Boston Financial Investment Management December 2010 - February 2012
Eastat Realty Capital December 2007 - April 2010
MassDevelopment 2007 - 2007
State Street 2003 - 2006
Skills
Real Estate Financial..., Real Estate Asset..., Real Estate Project..., Real Estate, Asset Managment, Real Estate Development, Real Estate Private..., Due Diligence, Financial Modeling, Apartments, Affordable Housing, Investment Properties, Asset Management, Disposition, Mixed-use, LIHTC, Land Acquisition, Financial Analysis, Market Analysis, Acquisitions, Financial Structuring, Lease Administration, Property Management, Project Management, Finance
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Political Science and Economics
Boston University 2004 — 2006
Professional Certificate, Real Estate Finance
Guy Christian Cayo's Boston Financial Investment Management Experience 2015 - 2015
Job Gooddia
Industry Banking
Experience
Gooddia January 2013 - Present
Boston Financial Investment Management 2015 - 2015
The Briar Group January 2014 - February 2014
Conventures, Inc. September 2013 - December 2013
Atlantique Technologies July 2012 - August 2012
Suffolk University September 2010 - May 2011
S.O.G.E.S.C.A. (Insurance Company) May 2010 - May 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Bloomberg Terminal, Accounting, Social Media, Management, Teamwork, Research, Access, Bloomberg, Financial Modeling, Data Analysis, Analysis, Finance, Corporate Finance, Investments, Organization, Communication, Technical Presentations, Mathematics, Computer Proficiency, Peachtree, Independence, Stata, Financial Accounting, Economics, Financial Reporting, Financial Planning, Financial Markets, Financial Statements, Account Reconciliation, Auditing
Education
Suffolk University - Sawyer Business School 2014 — 2015
Master of Science (M.S.), Financial Services and Banking
Suffolk University - Sawyer School of Management 2011 — 2013
B.S.B.A, Finance
Suffolk University Dakar 2010 — 2011
Certificate, Finance, General
Ecole Militaire Preparatoire Technique de Cote D'Ivoire 2002 — 2009
Baccalaureate, Science
Gooddia January 2013 - Present
Boston Financial Investment Management 2015 - 2015
The Briar Group January 2014 - February 2014
Conventures, Inc. September 2013 - December 2013
Atlantique Technologies July 2012 - August 2012
Suffolk University September 2010 - May 2011
S.O.G.E.S.C.A. (Insurance Company) May 2010 - May 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Bloomberg Terminal, Accounting, Social Media, Management, Teamwork, Research, Access, Bloomberg, Financial Modeling, Data Analysis, Analysis, Finance, Corporate Finance, Investments, Organization, Communication, Technical Presentations, Mathematics, Computer Proficiency, Peachtree, Independence, Stata, Financial Accounting, Economics, Financial Reporting, Financial Planning, Financial Markets, Financial Statements, Account Reconciliation, Auditing
Education
Suffolk University - Sawyer Business School 2014 — 2015
Master of Science (M.S.), Financial Services and Banking
Suffolk University - Sawyer School of Management 2011 — 2013
B.S.B.A, Finance
Suffolk University Dakar 2010 — 2011
Certificate, Finance, General
Ecole Militaire Preparatoire Technique de Cote D'Ivoire 2002 — 2009
Baccalaureate, Science
Shiniqua Fife's Boston Financial Investment Management Experience September 2014 - October 2014
Job Mathematics Tutor/Coordinator
Industry Accounting
Experience
Nikki Styles September 2010 - Present
Boston Financial Investment Management September 2014 - October 2014
Boston University October 2013 - May 2014
Lasell College September 2012 - April 2013
Lasell College January 2011 - April 2013
Lasell College September 2010 - April 2013
Lasell College August 2010 - December 2012
Lasell College September 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - August 2010
Skills
Time Management, PowerPoint, Program Management, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Accounting, Photoshop, Spanish, Community Outreach, Peachtree, Social Media, SAP
Education
Lasell College 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.72 GPA , Cum Laude, overall GPA 3.66
Lasell College 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, 3.79 GPA, Cum laude, overall GPA 3.66
Boston Latin Academy 2003 — 2009
High School Diploma
Nikki Styles September 2010 - Present
Boston Financial Investment Management September 2014 - October 2014
Boston University October 2013 - May 2014
Lasell College September 2012 - April 2013
Lasell College January 2011 - April 2013
Lasell College September 2010 - April 2013
Lasell College August 2010 - December 2012
Lasell College September 2011 - January 2012
John Hancock Life Insurance Company (U.S.A.) May 2011 - August 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - August 2010
Skills
Time Management, PowerPoint, Program Management, Microsoft Excel, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Accounting, Photoshop, Spanish, Community Outreach, Peachtree, Social Media, SAP
Education
Lasell College 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.72 GPA , Cum Laude, overall GPA 3.66
Lasell College 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, 3.79 GPA, Cum laude, overall GPA 3.66
Boston Latin Academy 2003 — 2009
High School Diploma
Alexander Quadros's Boston Financial Investment Management Experience February 2013 - April 2013
Job Trading & Operations Associate at Investors Capital Corporation
Industry Investment Management
Experience
Investors Capital October 2013 - Present
Axiom Valuation Solutions June 2013 - July 2013
Boston Financial Investment Management February 2013 - April 2013
Quatro Donuts, Inc July 2006 - February 2013
FilmPro Finance LLC May 2010 - August 2010
Skills
Film, FMCG, Forecasting, Business Strategy, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales Management, Microsoft Office, Budgets, Customer Service, Negotiation, Financial Analysis, New Business Development, Business Planning, Leadership, Sales, Finance
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Economics
St. John's Preparatory School 2004 — 2008
Investors Capital October 2013 - Present
Axiom Valuation Solutions June 2013 - July 2013
Boston Financial Investment Management February 2013 - April 2013
Quatro Donuts, Inc July 2006 - February 2013
FilmPro Finance LLC May 2010 - August 2010
Skills
Film, FMCG, Forecasting, Business Strategy, Strategic Planning, Marketing Strategy, Microsoft Excel, Sales Management, Microsoft Office, Budgets, Customer Service, Negotiation, Financial Analysis, New Business Development, Business Planning, Leadership, Sales, Finance
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Economics
St. John's Preparatory School 2004 — 2008
Abby Banholzer Abby Banholzer's Boston Financial Investment Management Experience July 2015 - Present
Job Executive Assistant at Boston Financial Investment Management
Industry Investment Management
Experience
Boston Financial Investment Management July 2015 - Present
The Conlon Family April 2014 - July 2015
Paul-McCoy Family Office Services July 2011 - April 2014
US Securities and Exchange Commission January 2011 - May 2011
The Presidents Society September 2010 - May 2011
Beaver Lake Yacht Club June 2005 - August 2009
Intern for Congressman Rob Wittman January 2008 - May 2008
Education
The Catholic University of America 2007 — 2011
B.S.B.A, International Business; Economics; International Marketing
Boston Financial Investment Management July 2015 - Present
The Conlon Family April 2014 - July 2015
Paul-McCoy Family Office Services July 2011 - April 2014
US Securities and Exchange Commission January 2011 - May 2011
The Presidents Society September 2010 - May 2011
Beaver Lake Yacht Club June 2005 - August 2009
Intern for Congressman Rob Wittman January 2008 - May 2008
Education
The Catholic University of America 2007 — 2011
B.S.B.A, International Business; Economics; International Marketing
Sean Leonard's Boston Financial Investment Management Experience May 2010 - February 2011
Job Partner at Holland & Knight
Industry Law Practice
Experience
Holland & Knight LLP October 2015 - Present
Dentons February 2011 - October 2015
Boston Financial Investment Management May 2010 - February 2011
Bernstein Shur September 2009 - May 2010
Holland & Knight LLP September 1999 - September 2009
Education
Suffolk University Law School 1996 — 1999
JD
Springfield College 1987 — 1990
BS
Holland & Knight LLP October 2015 - Present
Dentons February 2011 - October 2015
Boston Financial Investment Management May 2010 - February 2011
Bernstein Shur September 2009 - May 2010
Holland & Knight LLP September 1999 - September 2009
Education
Suffolk University Law School 1996 — 1999
JD
Springfield College 1987 — 1990
BS
Nathan Matthews Nathan Matthews's Boston Financial Investment Management Experience January 2015 - March 2015
Job AP Control Coordinator at The TJX Companies, Inc.
Industry Financial Services
Experience
The TJX Companies, Inc. August 2015 - Present
The TJX Companies, Inc. March 2015 - August 2015
Boston Financial Investment Management January 2015 - March 2015
Hofstra University September 2012 - May 2013
Fluent Group October 2012 - February 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Event Planning, Social Networking, Research, Facebook, Social Media, Time Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance
The TJX Companies, Inc. August 2015 - Present
The TJX Companies, Inc. March 2015 - August 2015
Boston Financial Investment Management January 2015 - March 2015
Hofstra University September 2012 - May 2013
Fluent Group October 2012 - February 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Event Planning, Social Networking, Research, Facebook, Social Media, Time Management
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance
Eric Rosenthal's Boston Financial Investment Management Experience October 2013 - Present
Job Fund Analyst at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management October 2013 - Present
Boston Brokerage Group June 2013 - October 2013
SCS Financial July 2012 - December 2012
Geode Capital Management July 2011 - December 2011
New Boston Fund, Inc July 2010 - December 2010
Villafranco Wealth Management May 2009 - August 2009
Skills
Uniform Combined State..., Hedge Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Real Estate Transactions, Business Development, Real Estate, Finance, Equities
Education
Boston University 2013 — 2015
Certificate in Real Estate Finance, Real Estate Studies
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Magna Cum Laude
Pascack Hills High School 2004 — 2008
High School Diploma
Boston Financial Investment Management October 2013 - Present
Boston Brokerage Group June 2013 - October 2013
SCS Financial July 2012 - December 2012
Geode Capital Management July 2011 - December 2011
New Boston Fund, Inc July 2010 - December 2010
Villafranco Wealth Management May 2009 - August 2009
Skills
Uniform Combined State..., Hedge Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Real Estate Transactions, Business Development, Real Estate, Finance, Equities
Education
Boston University 2013 — 2015
Certificate in Real Estate Finance, Real Estate Studies
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Magna Cum Laude
Pascack Hills High School 2004 — 2008
High School Diploma
Warren Luo's Boston Financial Investment Management Experience February 2014 - March 2014
Job Investment Research Analyst Intern at Acadian Asset Management
Industry Accounting
Experience
Acadian Asset Management February 2015 - May 2015
Brown Brothers Harriman April 2014 - December 2014
Boston Financial Investment Management February 2014 - March 2014
Boston University January 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Market Research, Analysis, Data Analytics, Quantitative Finance, Alternative Investments, Corporate Finance, Derivatives, Economics, Equity Capital Markets, Financial Reporting, Fixed Income Analysis, Portfolio Management, Quantitative Analytics, Factiva, Argus Modeling
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, Senior
Boston Latin School 2005 — 2009
Acadian Asset Management February 2015 - May 2015
Brown Brothers Harriman April 2014 - December 2014
Boston Financial Investment Management February 2014 - March 2014
Boston University January 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Market Research, Analysis, Data Analytics, Quantitative Finance, Alternative Investments, Corporate Finance, Derivatives, Economics, Equity Capital Markets, Financial Reporting, Fixed Income Analysis, Portfolio Management, Quantitative Analytics, Factiva, Argus Modeling
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, Senior
Boston Latin School 2005 — 2009
Karyn Brownell's Boston Financial Investment Management Experience January 1998 - March 2002
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2002 - Present
Boston Financial Investment Management January 1998 - March 2002
Education
University of Massachusetts Boston 1995 — 1998
BAS, Archaeology & Religious Studies
Bank of America Merrill Lynch April 2002 - Present
Boston Financial Investment Management January 1998 - March 2002
Education
University of Massachusetts Boston 1995 — 1998
BAS, Archaeology & Religious Studies
Lisa Carpenter's Boston Financial Investment Management Experience April 2011 - Present
Job Asset Manager Assistant Vice President
Industry Real Estate
Experience
Boston Financial Investment Management April 2011 - Present
Shamrock Development, Inc. 2007 - Present
Mansard Commercial Properties November 2008 - March 2011
Northland Investment Corporation 2005 - 2008
MassHousing 2001 - 2005
Children's Hospital Boston 2000 - 2001
Skills
Real Estate, Leases, LIHTC, Section 8, Asset Management, Dance Instruction, Tap, Jazz Dance, Dance, Due Diligence, Property, Commercial Real Estate, Tenant, Property Management, Asset Managment, Disposition, Investment Properties, Brokerage, Financial Modeling
Education
Clark University 1996 — 2000
BA, English
Boston Financial Investment Management April 2011 - Present
Shamrock Development, Inc. 2007 - Present
Mansard Commercial Properties November 2008 - March 2011
Northland Investment Corporation 2005 - 2008
MassHousing 2001 - 2005
Children's Hospital Boston 2000 - 2001
Skills
Real Estate, Leases, LIHTC, Section 8, Asset Management, Dance Instruction, Tap, Jazz Dance, Dance, Due Diligence, Property, Commercial Real Estate, Tenant, Property Management, Asset Managment, Disposition, Investment Properties, Brokerage, Financial Modeling
Education
Clark University 1996 — 2000
BA, English
Musse Kassa's Boston Financial Investment Management Experience July 2009 - December 2009
Job AISCAAG Senior Treasury Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon December 2010 - October 2013
Boston Financial Investment Management July 2009 - December 2009
BNY Standish Mellon Asset Management July 2008 - December 2008
Fidelity Investments July 2007 - December 2007
Skills
Accounting, Derivatives, Portfolio Management, Financial Analysis, Fund Accounting, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Massachusetts, Amherst 2004 — 2005
BNY Mellon August 2013 - Present
BNY Mellon December 2010 - October 2013
Boston Financial Investment Management July 2009 - December 2009
BNY Standish Mellon Asset Management July 2008 - December 2008
Fidelity Investments July 2007 - December 2007
Skills
Accounting, Derivatives, Portfolio Management, Financial Analysis, Fund Accounting, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Massachusetts, Amherst 2004 — 2005
monty curtis monty curtis's Boston Financial Investment Management Experience April 2006 - Present
Job President Corporate Intelligence Group, LLC
Industry Financial Services
Experience
Boston Financial Investment Management April 2006 - Present
Corporate Intelligence Group, LLC April 2009 - Present
Never Stop Looking February 2011 - Present
MMA Financial, LLC (acquired by Boston Financial Investment Management) 2006 - 2009
VANCE April 2002 - April 2006
Kroll October 1999 - March 2002
Investigative Strategies, Inc. February 1995 - September 1999
Investigative Group International 1991 - 1996
Skills
Internal Investigations, Background Checks, Investigation, Private Investigations, Fraud, Litigation Support, Nonprofits, Interviews, Due Diligence, Surveillance, Risk Management, Interrogation, Security Operations, Strategic Planning, Security, Business Intelligence, Corporate Security
Education
Plymouth State University 1983 — 1986
Boston Financial Investment Management April 2006 - Present
Corporate Intelligence Group, LLC April 2009 - Present
Never Stop Looking February 2011 - Present
MMA Financial, LLC (acquired by Boston Financial Investment Management) 2006 - 2009
VANCE April 2002 - April 2006
Kroll October 1999 - March 2002
Investigative Strategies, Inc. February 1995 - September 1999
Investigative Group International 1991 - 1996
Skills
Internal Investigations, Background Checks, Investigation, Private Investigations, Fraud, Litigation Support, Nonprofits, Interviews, Due Diligence, Surveillance, Risk Management, Interrogation, Security Operations, Strategic Planning, Security, Business Intelligence, Corporate Security
Education
Plymouth State University 1983 — 1986
John D. Havens John D. Havens's Boston Financial Investment Management Experience October 1996 - July 1999
Job Managing Director & Head of Diversified Industries at BNY Mellon, Global Client Management
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon November 2006 - October 2014
General Motors Asset Management 2000 - 2005
The Praedium Group January 2000 - September 2000
Boston Financial Investment Management October 1996 - July 1999
PNC Bank January 1994 - July 1996
Chase Manhattan Bank June 1988 - December 1993
Skills
Management, Marketing, Sales Management, Relationship Management, Banking, Sales, Real Estate, Series 63, Financial Analysis, Financial Services, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Start-ups, Investment Strategies, Emerging Markets, Trading, Management Consulting, Wealth Management, Mergers, Asset Management, Investments, Alternative Investments, Equities, Investment Management, Capital Markets
Education
Princeton University 1984 — 1988
A. B., Economics
BNY Mellon November 2014 - Present
BNY Mellon November 2006 - October 2014
General Motors Asset Management 2000 - 2005
The Praedium Group January 2000 - September 2000
Boston Financial Investment Management October 1996 - July 1999
PNC Bank January 1994 - July 1996
Chase Manhattan Bank June 1988 - December 1993
Skills
Management, Marketing, Sales Management, Relationship Management, Banking, Sales, Real Estate, Series 63, Financial Analysis, Financial Services, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Start-ups, Investment Strategies, Emerging Markets, Trading, Management Consulting, Wealth Management, Mergers, Asset Management, Investments, Alternative Investments, Equities, Investment Management, Capital Markets
Education
Princeton University 1984 — 1988
A. B., Economics
Deborah Galvin's Boston Financial Investment Management Experience June 2013 - December 2013
Job Human Resources Generalist at Harbor Health Services, Inc.
Industry Hospital & Health Care
Experience
Harbor Health Services, Inc. September 2015 - Present
Harbor Health Services, Inc. January 2015 - August 2015
Marian Manor January 2014 - January 2015
Boston Financial Investment Management June 2013 - December 2013
Boston College High School September 2010 - May 2013
Boston College High School July 2007 - September 2010
BJ's Wholesale Club July 2004 - July 2005
Foley, Hoag, Eliot, LLP December 1994 - November 1997
ASB Meditest July 1994 - November 1994
ASB Meditest August 1993 - July 1994
Skills
Human Resources, Recruitment/Retention, Benefits Administration, Employee Relations, Onboarding, Interviews, Management, ADP Workforce Now 5.1, ADP Enterprise eTime, HRIS, Payroll, Taleo, Microsoft Office, Excel, Word, PowerPoint, Recruiting, Employee Benefits, Personnel Management, FMLA, Talent Acquisition, Fundraising
Education
Regis College 1987 — 1991
BA
Ursuline Academy 1981 — 1987
Harbor Health Services, Inc. September 2015 - Present
Harbor Health Services, Inc. January 2015 - August 2015
Marian Manor January 2014 - January 2015
Boston Financial Investment Management June 2013 - December 2013
Boston College High School September 2010 - May 2013
Boston College High School July 2007 - September 2010
BJ's Wholesale Club July 2004 - July 2005
Foley, Hoag, Eliot, LLP December 1994 - November 1997
ASB Meditest July 1994 - November 1994
ASB Meditest August 1993 - July 1994
Skills
Human Resources, Recruitment/Retention, Benefits Administration, Employee Relations, Onboarding, Interviews, Management, ADP Workforce Now 5.1, ADP Enterprise eTime, HRIS, Payroll, Taleo, Microsoft Office, Excel, Word, PowerPoint, Recruiting, Employee Benefits, Personnel Management, FMLA, Talent Acquisition, Fundraising
Education
Regis College 1987 — 1991
BA
Ursuline Academy 1981 — 1987
Christopher Thill Christopher Thill's Boston Financial Investment Management Experience January 2009 - July 2011
Job Chief Project Officer
Industry Banking
Experience
MeritCard Solutions November 2011 - Present
Boston Financial Investment Management January 2009 - July 2011
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Account Reconciliation, General Ledger, Pivot Tables, PeopleSoft, Forecasting, Financial Statements, Financial Statement..., Financial Accounting, Accounts Payable
Education
Northeastern University 2005 — 2009
Bachelor's degree, Accounting and Finance
MeritCard Solutions November 2011 - Present
Boston Financial Investment Management January 2009 - July 2011
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Account Reconciliation, General Ledger, Pivot Tables, PeopleSoft, Forecasting, Financial Statements, Financial Statement..., Financial Accounting, Accounts Payable
Education
Northeastern University 2005 — 2009
Bachelor's degree, Accounting and Finance
Joshua Hutchinson Joshua Hutchinson's Boston Financial Investment Management Experience July 2014 - Present
Job Vice President Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management July 2014 - Present
U.S. Bank December 2012 - June 2014
PNC Bank - Tax Credit Capital January 2008 - December 2012
Michigan State Housing Development Authority March 2006 - January 2008
Republic Bank July 2004 - March 2006
Skills
Loans, Credit Analysis, Due Diligence, Finance, Underwriting, Real Estate, Management, Funding, Equities, Internal Audit, Banking, Financial Analysis
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics/Political Science
Boston Financial Investment Management July 2014 - Present
U.S. Bank December 2012 - June 2014
PNC Bank - Tax Credit Capital January 2008 - December 2012
Michigan State Housing Development Authority March 2006 - January 2008
Republic Bank July 2004 - March 2006
Skills
Loans, Credit Analysis, Due Diligence, Finance, Underwriting, Real Estate, Management, Funding, Equities, Internal Audit, Banking, Financial Analysis
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics/Political Science
Catherine Cormack's Boston Financial Investment Management Experience January 2012 - Present
Job Senior Tax Analyst at Boston Financial Investment Management
Industry Accounting
Experience
Boston Financial Investment Management January 2012 - Present
Charles A. Barragato & Co. LLP CPAs September 2010 - December 2011
Gray, Gray & Gray September 2007 - August 2010
Skills
Auditing, Financial Reporting, GAAP, Tax, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Tax Preparation, CPA, Corporate Tax, QuickBooks, Tax Accounting
Education
Bentley University 2003 — 2007
Bachelor of Science, Accounting
Boston Financial Investment Management January 2012 - Present
Charles A. Barragato & Co. LLP CPAs September 2010 - December 2011
Gray, Gray & Gray September 2007 - August 2010
Skills
Auditing, Financial Reporting, GAAP, Tax, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Tax Preparation, CPA, Corporate Tax, QuickBooks, Tax Accounting
Education
Bentley University 2003 — 2007
Bachelor of Science, Accounting
Steve Napolitano Steve Napolitano's Boston Financial Investment Management Experience February 2010 - Present
Job Senior Vice President at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management February 2010 - Present
Skills
Real Estate Economics, LIHTC, Property Management, Asset Management, Dispositions, Acquisitions, Real Estate Development, Due Diligence, Real Estate Transactions, Disposition, Real Estate, Project Management, Financial Modeling, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
College of the Holy Cross 1983 — 1987
BA, Biology
Boston Financial Investment Management February 2010 - Present
Skills
Real Estate Economics, LIHTC, Property Management, Asset Management, Dispositions, Acquisitions, Real Estate Development, Due Diligence, Real Estate Transactions, Disposition, Real Estate, Project Management, Financial Modeling, Tax Credits
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
College of the Holy Cross 1983 — 1987
BA, Biology
Marshall Daniels Marshall Daniels's Boston Financial Investment Management Experience June 2011 - Present
Job Asset Manager at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management June 2011 - Present
MassHousing Finance Agency March 2007 - June 2011
Public Consulting Group June 2001 - March 2007
American Tower Corporation January 1999 - May 2001
Brandeis University February 1997 - December 1998
Skills
LIHTC, Risk Management, Account Reconciliation, Financial Modeling, Real Estate, Leases, Affordable Housing, Apartments, Section 8, Asset Management, Real Estate Development, Property Management, Tax Credits, Rentals, Finance, Financial Analysis, Loans, Real Estate Economics, Portfolio Management, Due Diligence, Budgets, Underwriting, Accounting, HUD, Analysis, Valuation, Disposition, Real Estate Transactions, Investments, Property
Education
Worcester Polytechnic Institute 2000 — 2000
Certificate, Client Server Technologies
Bridgewater State University 1992 — 1996
BS, Accounting
Belmont High School 1988 — 1992
Boston Financial Investment Management June 2011 - Present
MassHousing Finance Agency March 2007 - June 2011
Public Consulting Group June 2001 - March 2007
American Tower Corporation January 1999 - May 2001
Brandeis University February 1997 - December 1998
Skills
LIHTC, Risk Management, Account Reconciliation, Financial Modeling, Real Estate, Leases, Affordable Housing, Apartments, Section 8, Asset Management, Real Estate Development, Property Management, Tax Credits, Rentals, Finance, Financial Analysis, Loans, Real Estate Economics, Portfolio Management, Due Diligence, Budgets, Underwriting, Accounting, HUD, Analysis, Valuation, Disposition, Real Estate Transactions, Investments, Property
Education
Worcester Polytechnic Institute 2000 — 2000
Certificate, Client Server Technologies
Bridgewater State University 1992 — 1996
BS, Accounting
Belmont High School 1988 — 1992
Matthew Marks Matthew Marks's Boston Financial Investment Management Experience January 2012 - June 2012
Job Audit Associate at Deloitte and Touche
Industry Accounting
Experience
Deloitte and Touche September 2015 - Present
Deloitte January 2013 - April 2013
Boston Financial Investment Management January 2012 - June 2012
Great China Empire and Paris Accessories June 2011 - August 2011
Evolution Hockey May 2010 - August 2011
The Ridgewood Country Club May 2009 - August 2011
BESI Casa de Cuero May 2011 - June 2011
Skills
Fluent in Spanish, Microsoft Excel, Microsoft Word, Outlook, Lead Others
Education
Northeastern University 2010 — 2015
Accounting and Criminal Justice
Deloitte and Touche September 2015 - Present
Deloitte January 2013 - April 2013
Boston Financial Investment Management January 2012 - June 2012
Great China Empire and Paris Accessories June 2011 - August 2011
Evolution Hockey May 2010 - August 2011
The Ridgewood Country Club May 2009 - August 2011
BESI Casa de Cuero May 2011 - June 2011
Skills
Fluent in Spanish, Microsoft Excel, Microsoft Word, Outlook, Lead Others
Education
Northeastern University 2010 — 2015
Accounting and Criminal Justice
John Schromm's Boston Financial Investment Management Experience January 2010 - Present
Job
Industry Real Estate
Experience
Boston Financial Investment Management January 2010 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA
Bentley University 1997 — 2001
Bachelor of Science, Finance
Boston Financial Investment Management January 2010 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA
Bentley University 1997 — 2001
Bachelor of Science, Finance
Damon Khouri's Boston Financial Investment Management Experience 2005 - August 2012
Job Director of Information Technology at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates June 2014 - Present
Berkeley Point Capital August 2012 - May 2014
Boston Financial Investment Management 2005 - August 2012
John Hancock Financial 2002 - 2005
Exodus Communications 1999 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master of Business Administration
Bryant University 1993 — 1997
Bachelor’s Degree, Business Administration
TA Associates June 2014 - Present
Berkeley Point Capital August 2012 - May 2014
Boston Financial Investment Management 2005 - August 2012
John Hancock Financial 2002 - 2005
Exodus Communications 1999 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master of Business Administration
Bryant University 1993 — 1997
Bachelor’s Degree, Business Administration
Ed Ronan's Boston Financial Investment Management Experience January 2014 - Present
Job Vice President, Capital Transactions at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management January 2014 - Present
Boston Financial Investment Management March 2011 - January 2014
Boston Capital February 2009 - March 2011
Boston Capital December 2006 - February 2009
Virtua Research March 2006 - December 2006
Skills
Asset Management, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Valuation, Dispositions, Underwriting, Real Estate Finance, Acquisition Analysis, LIHTC, Asset Managment, Disposition, Real Estate Economics
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science and Government
Northeastern University - Graduate School of Business Administration
MBA, Finance
Boston Financial Investment Management January 2014 - Present
Boston Financial Investment Management March 2011 - January 2014
Boston Capital February 2009 - March 2011
Boston Capital December 2006 - February 2009
Virtua Research March 2006 - December 2006
Skills
Asset Management, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Valuation, Dispositions, Underwriting, Real Estate Finance, Acquisition Analysis, LIHTC, Asset Managment, Disposition, Real Estate Economics
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science and Government
Northeastern University - Graduate School of Business Administration
MBA, Finance
Darryl Pelton's Boston Financial Investment Management Experience 2003 - 2011
Job Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo June 2011 - Present
Boston Financial Investment Management 2003 - 2011
Initiative for a Competitive Inner City (ICIC) 2001 - 2002
Cushman & Wakefield 1998 - 2001
General Motors 1989 - 1997
Skills
Affordable Housing, Economic Development, Investments, Property Management, LIHTC, Equities, Community Development, Real Estate Economics, Portfolio Management, Real Estate Development, Due Diligence, Asset Management, Risk Management, Tax Credits, Real Estate
Education
Tufts University 1997 — 1999
MA
Morehouse College 1984 — 1989
BA
Cass
Wells Fargo June 2011 - Present
Boston Financial Investment Management 2003 - 2011
Initiative for a Competitive Inner City (ICIC) 2001 - 2002
Cushman & Wakefield 1998 - 2001
General Motors 1989 - 1997
Skills
Affordable Housing, Economic Development, Investments, Property Management, LIHTC, Equities, Community Development, Real Estate Economics, Portfolio Management, Real Estate Development, Due Diligence, Asset Management, Risk Management, Tax Credits, Real Estate
Education
Tufts University 1997 — 1999
MA
Morehouse College 1984 — 1989
BA
Cass
Jesse Glasgold's Boston Financial Investment Management Experience October 2005 - Present
Job Vice President at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management October 2005 - Present
Reis June 2000 - October 2005
Skills
Finance, Due Diligence, Asset Management, Valuation, Market Research, Real Estate Development
Education
University at Buffalo 1996 — 2000
Bachelor of Science (BS), Geography
Boston Financial Investment Management October 2005 - Present
Reis June 2000 - October 2005
Skills
Finance, Due Diligence, Asset Management, Valuation, Market Research, Real Estate Development
Education
University at Buffalo 1996 — 2000
Bachelor of Science (BS), Geography
Robert Charest's Boston Financial Investment Management Experience June 2005 - Present
Job Senior Vice President, Acquisitions at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management June 2005 - Present
Digitas 2003 - June 2005
Cookson Electronics 2001 - 2003
Skills
Forecasting, Financial Modeling, Asset Management, Due Diligence, Finance, Quantitative Analytics, LIHTC, Affordable Housing, Real Estate, Valuation, Tax Credits, Financial Analysis, Real Estate Economics, Acquisitions, Real Estate Transactions, Investment Properties, Negotiation, Disposition, Real Estate Development, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 1999
Boston Financial Investment Management June 2005 - Present
Digitas 2003 - June 2005
Cookson Electronics 2001 - 2003
Skills
Forecasting, Financial Modeling, Asset Management, Due Diligence, Finance, Quantitative Analytics, LIHTC, Affordable Housing, Real Estate, Valuation, Tax Credits, Financial Analysis, Real Estate Economics, Acquisitions, Real Estate Transactions, Investment Properties, Negotiation, Disposition, Real Estate Development, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 1999
Vlad Gankin's Boston Financial Investment Management Experience July 2013 - Present
Job Senior Software Developer
Industry Computer Software
Experience
Boston Financial Investment Management July 2013 - Present
Children's Hospital October 2002 - June 2013
XCHANGE, INC February 2000 - July 2002
Skills
ASP.NET, SQL, Oracle, Software Development, Data Migration, Microsoft SQL Server, WinForms, Agile Methodologies, Databases, XML, JavaScript, .NET, C#, PL/SQL, Web Services, Integration, Visual Basic, Visual Studio
Education
Northeastern University 1990 — 1996
Computer Science
Boston Financial Investment Management July 2013 - Present
Children's Hospital October 2002 - June 2013
XCHANGE, INC February 2000 - July 2002
Skills
ASP.NET, SQL, Oracle, Software Development, Data Migration, Microsoft SQL Server, WinForms, Agile Methodologies, Databases, XML, JavaScript, .NET, C#, PL/SQL, Web Services, Integration, Visual Basic, Visual Studio
Education
Northeastern University 1990 — 1996
Computer Science
Colin O'Keeffe's Boston Financial Investment Management Experience 1998 - 2001
Job Principal, Tidegate Capital LLC and Arch Street Development LLC
Industry Real Estate
Experience
Tidegate Capital LLC 2015 - Present
Arch Street Development LLC October 2002 - Present
Bank of America 2001 - 2004
Boston Financial Investment Management 1998 - 2001
Equity Office Properties 1996 - 1998
Scudder Investments 1992 - 1996
Skills
Real Estate Development, Tax Credits, Asset Managment, Investments, Portfolio Management, Finance, Real Estate Economics, Affordable Housing, Disposition, Property Management, Leases, HUD, Acquisitions, Due Diligence, Investment Properties, Property, Real Estate
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA, Finance
University of Richmond 1983 — 1985
BA, Economics
Tidegate Capital LLC 2015 - Present
Arch Street Development LLC October 2002 - Present
Bank of America 2001 - 2004
Boston Financial Investment Management 1998 - 2001
Equity Office Properties 1996 - 1998
Scudder Investments 1992 - 1996
Skills
Real Estate Development, Tax Credits, Asset Managment, Investments, Portfolio Management, Finance, Real Estate Economics, Affordable Housing, Disposition, Property Management, Leases, HUD, Acquisitions, Due Diligence, Investment Properties, Property, Real Estate
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA, Finance
University of Richmond 1983 — 1985
BA, Economics
Rush Lincoln's Boston Financial Investment Management Experience 2000 - 2014
Job Vice President
Industry Real Estate
Experience
Boston Financial Investment Management 2000 - 2014
Berkshire Mortgage Finance 1997 - 2000
Carr Capital Corporation 1994 - 1997
EnviroBusiness, Inc. 1991 - 1993
Fleet Bank 1988 - 1991
Texaco, Inc 1981 - 1988
Skills
Affordable Housing, Due Diligence, Real Estate Development, Real Estate, Risk Management, Portfolio Management, Commercial Mortgages, Project Management, Disposition, Real Estate Economics, Asset Management, Valuation, Underwriting, Apartments
Education
Northeastern University 2008 — 2010
Graduate, Construction Management
University of Colorado Denver 1985 — 1988
MBA, Finance
Duke University 1979 — 1981
MS, Geology
Colgate University 1975 — 1979
Boston Financial Investment Management 2000 - 2014
Berkshire Mortgage Finance 1997 - 2000
Carr Capital Corporation 1994 - 1997
EnviroBusiness, Inc. 1991 - 1993
Fleet Bank 1988 - 1991
Texaco, Inc 1981 - 1988
Skills
Affordable Housing, Due Diligence, Real Estate Development, Real Estate, Risk Management, Portfolio Management, Commercial Mortgages, Project Management, Disposition, Real Estate Economics, Asset Management, Valuation, Underwriting, Apartments
Education
Northeastern University 2008 — 2010
Graduate, Construction Management
University of Colorado Denver 1985 — 1988
MBA, Finance
Duke University 1979 — 1981
MS, Geology
Colgate University 1975 — 1979
Alissa Rice's Boston Financial Investment Management Experience 2006 - Present
Job Asset Manager at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management 2006 - Present
MassHousing 2002 - 2006
Skills
LIHTC, Asset Managment, Affordable Housing, Real Estate Economics, Tax Credits, Disposition, Real Estate, Due Diligence, Real Estate Development, Financial Modeling, Property Management, Financial Analysis, Valuation, Investments, Portfolio Management, Underwriting, Asset Management, Commercial Real Estate, Dispositions, Real Estate Transactions
Education
Trinity College-Hartford
Boston Financial Investment Management 2006 - Present
MassHousing 2002 - 2006
Skills
LIHTC, Asset Managment, Affordable Housing, Real Estate Economics, Tax Credits, Disposition, Real Estate, Due Diligence, Real Estate Development, Financial Modeling, Property Management, Financial Analysis, Valuation, Investments, Portfolio Management, Underwriting, Asset Management, Commercial Real Estate, Dispositions, Real Estate Transactions
Education
Trinity College-Hartford
Aziz Saiyed's Boston Financial Investment Management Experience July 2009 - Present
Job Vice President, IT
Industry Financial Services
Experience
Boston Financial Investment Management July 2009 - Present
The Robert Allen Group October 2007 - July 2009
Hadlock Law Offices P.C. November 2003 - October 2007
Al Magreb Computers LLC November 1998 - April 2001
Solutions Middle East June 1998 - October 1998
Strategic Information Technology November 1997 - June 1998
Skills
VMware, IT Management, Team Leadership, IT Solutions, Project Management, Strategic Planning, Information Security, Budgets, IT Strategy, VMware Infrastructure, Team Management, Management, SAN, IT Service Management, Microsoft Exchange, VoIP, Firewalls
Education
Newport University 2001 — 2003
MS, Computer Science
Osmania University 1995 — 1997
Masters in Commerce
Boston Financial Investment Management July 2009 - Present
The Robert Allen Group October 2007 - July 2009
Hadlock Law Offices P.C. November 2003 - October 2007
Al Magreb Computers LLC November 1998 - April 2001
Solutions Middle East June 1998 - October 1998
Strategic Information Technology November 1997 - June 1998
Skills
VMware, IT Management, Team Leadership, IT Solutions, Project Management, Strategic Planning, Information Security, Budgets, IT Strategy, VMware Infrastructure, Team Management, Management, SAN, IT Service Management, Microsoft Exchange, VoIP, Firewalls
Education
Newport University 2001 — 2003
MS, Computer Science
Osmania University 1995 — 1997
Masters in Commerce
Brandon Sutton's Boston Financial Investment Management Experience October 2005 - February 2010
Job Senior Asset Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo February 2010 - Present
Boston Financial Investment Management October 2005 - February 2010
PricewaterhouseCoopers November 2002 - September 2005
Skills
Financial Modeling, Financial Analysis, Asset Managment, Financial Reporting, Risk Management, Real Estate, Investments, Portfolio Management, Auditing, Finance, Internal Controls, Investment Properties, Process Improvement, Property Management, Affordable Housing, Disposition, LIHTC, GAAP, Asset Management, HUD
Education
University of New Hampshire - Whittemore School of Business and Economics 1996 — 2002
MS in Accounting; BA in Economics
Wells Fargo February 2010 - Present
Boston Financial Investment Management October 2005 - February 2010
PricewaterhouseCoopers November 2002 - September 2005
Skills
Financial Modeling, Financial Analysis, Asset Managment, Financial Reporting, Risk Management, Real Estate, Investments, Portfolio Management, Auditing, Finance, Internal Controls, Investment Properties, Process Improvement, Property Management, Affordable Housing, Disposition, LIHTC, GAAP, Asset Management, HUD
Education
University of New Hampshire - Whittemore School of Business and Economics 1996 — 2002
MS in Accounting; BA in Economics
Katerina Slezinger's Boston Financial Investment Management Experience November 2012 - Present
Job IT Project Manager at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank and Trust Corp. July 2006 - July 2007
Teradyne September 2005 - July 2006
Fidelity Investments May 2005 - September 2005
Skills
Business Analysis, Management, Quality Assurance, Business Process, Process Improvement, Analysis, SDLC, Software Development, Requirements Gathering, Project Management, SharePoint, Visio, Software Documentation, Oracle, Disaster Recovery, Six Sigma, Project Planning, Troubleshooting, Leadership, Agile Methodologies, Unix
Education
Brandeis University 2009 — 2013
MS, IT Management, 4.0 GPA
Brandeis University 2009 — 2012
Masters Certificate, IT Management, 4.0 GPA.0
University of Massachusetts Boston 2003 — 2005
Bachelor of Science in Management, Operations Management and Information Systems
Boston Financial Investment Management November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank and Trust Corp. July 2006 - July 2007
Teradyne September 2005 - July 2006
Fidelity Investments May 2005 - September 2005
Skills
Business Analysis, Management, Quality Assurance, Business Process, Process Improvement, Analysis, SDLC, Software Development, Requirements Gathering, Project Management, SharePoint, Visio, Software Documentation, Oracle, Disaster Recovery, Six Sigma, Project Planning, Troubleshooting, Leadership, Agile Methodologies, Unix
Education
Brandeis University 2009 — 2013
MS, IT Management, 4.0 GPA
Brandeis University 2009 — 2012
Masters Certificate, IT Management, 4.0 GPA.0
University of Massachusetts Boston 2003 — 2005
Bachelor of Science in Management, Operations Management and Information Systems
Beverly (Burk) Dunn's Boston Financial Investment Management Experience 1996 - 1998
Job Owner at The Islander Restaurant
Industry Restaurants
Experience
Summer Stock Restaurant April 2011 - Present
The Islander Restaurant January 2009 - Present
Island Merchant January 2005 - Present
Ortanique Restaurant Group October 2000 - December 2004
Jimmy's Harborside Restaurant October 1998 - September 1999
Boston Financial Investment Management 1996 - 1998
JFK Library Corps 1986 - 1987
Skills
Entrepreneurship, Restaurants, Event Planning, Social Media Marketing, Customer Service, Marketing, Social Networking, Email Marketing, Event Management, Public Speaking, Small Business, Advertising
Education
Northeastern University 1990 — 1995
Boston Latin School 1984 — 1990
High School
Summer Stock Restaurant April 2011 - Present
The Islander Restaurant January 2009 - Present
Island Merchant January 2005 - Present
Ortanique Restaurant Group October 2000 - December 2004
Jimmy's Harborside Restaurant October 1998 - September 1999
Boston Financial Investment Management 1996 - 1998
JFK Library Corps 1986 - 1987
Skills
Entrepreneurship, Restaurants, Event Planning, Social Media Marketing, Customer Service, Marketing, Social Networking, Email Marketing, Event Management, Public Speaking, Small Business, Advertising
Education
Northeastern University 1990 — 1995
Boston Latin School 1984 — 1990
High School
Carrie Roberts Octavio's Boston Financial Investment Management Experience August 2011 - Present
Job Asset Manager at Boston Financial Investment Management
Industry Banking
Experience
Boston Financial Investment Management August 2011 - Present
Northern California Community Loan Fund October 2008 - August 2011
Silicon Valley Bank March 2004 - August 2008
Bank of America May 1997 - February 2004
Skills
Real Estate Development, Asset Managment, Due Diligence, Affordable Housing, Financial Analysis, Underwriting, Loans, Community Development, Real Estate Economics, Real Estate
Education
University of Notre Dame 1984 — 1988
BBA
Boston Financial Investment Management August 2011 - Present
Northern California Community Loan Fund October 2008 - August 2011
Silicon Valley Bank March 2004 - August 2008
Bank of America May 1997 - February 2004
Skills
Real Estate Development, Asset Managment, Due Diligence, Affordable Housing, Financial Analysis, Underwriting, Loans, Community Development, Real Estate Economics, Real Estate
Education
University of Notre Dame 1984 — 1988
BBA
Jackie Publicover's Boston Financial Investment Management Experience April 2008 - Present
Job
Industry Accounting
Experience
Boston Financial Investment Management April 2008 - Present
MMA Financial/Boston Financial October 2005 - April 2008
Newbury Comics November 2001 - October 2005
Newbury Comics November 1999 - November 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Accounting
Providence College 1995 — 1999
BS, Marketing
Boston Financial Investment Management April 2008 - Present
MMA Financial/Boston Financial October 2005 - April 2008
Newbury Comics November 2001 - October 2005
Newbury Comics November 1999 - November 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Accounting
Providence College 1995 — 1999
BS, Marketing
Heather Loew's Boston Financial Investment Management Experience August 2009 - Present
Job Vice President of Corporate Accounting at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management August 2009 - Present
MMA Financial September 2006 - August 2009
MMA Financial November 2004 - July 2006
Boston Partners Asset Management September 1998 - November 2004
Skills
Financial Reporting, Accounting, Audit, Forecasting, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Accounts Receivable, Corporate Finance, Financial Statements
Education
University of Massachusetts Boston 2001 — 2004
MBA, Accounting
Union College 1994 — 1998
BS, Mathematics
Boston Financial Investment Management August 2009 - Present
MMA Financial September 2006 - August 2009
MMA Financial November 2004 - July 2006
Boston Partners Asset Management September 1998 - November 2004
Skills
Financial Reporting, Accounting, Audit, Forecasting, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Accounts Receivable, Corporate Finance, Financial Statements
Education
University of Massachusetts Boston 2001 — 2004
MBA, Accounting
Union College 1994 — 1998
BS, Mathematics
Aaron Guillotte's Boston Financial Investment Management Experience April 2010 - July 2011
Job Associate at LNR Property LLC
Industry Commercial Real Estate
Experience
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
Jill DaSilva, EA, MST's Boston Financial Investment Management Experience January 2005 - September 2009
Job Sr. Tax Analyst at Ocean Spray Cranberries
Industry Food & Beverages
Experience
Ocean Spray Cranberries July 2011 - Present
Cricket Communications August 2010 - July 2011
Capital Business and Tax January 2010 - July 2011
Boston Financial Investment Management January 2005 - September 2009
Shawmut Design and Construction June 2004 - November 2004
Skills
Tax, Income Tax, Tax Research, Payroll, Account Reconciliation, Fixed Assets, Tax Returns, Journal Entries, Accruals, Budgets, Bookkeeping, Tax Credits, Payroll Taxes, Financial Analysis, Tax Accounting, Property Tax, Sales & Use Tax, Dog Walking, Friendly Personality
Education
University of Wisconsin-Milwaukee 2013 — 2014
Sales and Use Tax Graduate Certificate, Taxation
Northeastern University - Graduate School of Business Administration 2005 — 2007
Masters in Taxation
Northeastern University 2000 — 2005
BSBA, Business Administration - Accounting
Ocean Spray Cranberries July 2011 - Present
Cricket Communications August 2010 - July 2011
Capital Business and Tax January 2010 - July 2011
Boston Financial Investment Management January 2005 - September 2009
Shawmut Design and Construction June 2004 - November 2004
Skills
Tax, Income Tax, Tax Research, Payroll, Account Reconciliation, Fixed Assets, Tax Returns, Journal Entries, Accruals, Budgets, Bookkeeping, Tax Credits, Payroll Taxes, Financial Analysis, Tax Accounting, Property Tax, Sales & Use Tax, Dog Walking, Friendly Personality
Education
University of Wisconsin-Milwaukee 2013 — 2014
Sales and Use Tax Graduate Certificate, Taxation
Northeastern University - Graduate School of Business Administration 2005 — 2007
Masters in Taxation
Northeastern University 2000 — 2005
BSBA, Business Administration - Accounting
Michael Dick, CFA's Boston Financial Investment Management Experience 1996 - 1997
Job Director at Fannie Mae
Industry Real Estate
Experience
Fannie Mae 2001 - Present
MetLife 1997 - 2001
Boston Financial Investment Management 1996 - 1997
PricewaterhouseCoopers 1992 - 1996
Skills
Asset Managment, Portfolio Management, Due Diligence, Risk Management, Mortgage Lending, Financial Analysis, CMBS, Investments, Commercial Mortgages, Loans, Securitization, Real Estate, Mortgage Banking, Underwriting, Loan Servicing, Credit, Credit Risk, Real Estate Economics, Banking, Loan Origination
Education
The College of William and Mary 1990 — 1992
MBA, Finance, General
Georgetown University 1982 — 1986
BA, Government, Economics
Fannie Mae 2001 - Present
MetLife 1997 - 2001
Boston Financial Investment Management 1996 - 1997
PricewaterhouseCoopers 1992 - 1996
Skills
Asset Managment, Portfolio Management, Due Diligence, Risk Management, Mortgage Lending, Financial Analysis, CMBS, Investments, Commercial Mortgages, Loans, Securitization, Real Estate, Mortgage Banking, Underwriting, Loan Servicing, Credit, Credit Risk, Real Estate Economics, Banking, Loan Origination
Education
The College of William and Mary 1990 — 1992
MBA, Finance, General
Georgetown University 1982 — 1986
BA, Government, Economics
Geoff Giancola's Boston Financial Investment Management Experience 2011 - Present
Job VP at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management 2011 - Present
BFIM December 2009 - Present
MMA Financial 2004 - 2009
MassHousing 1996 - 2004
NHHFA 1993 - 1996
Skills
LIHTC, Affordable Housing, Tax Credits, Asset Managment, Disposition, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Asset Management, Property Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Business
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Boston Financial Investment Management 2011 - Present
BFIM December 2009 - Present
MMA Financial 2004 - 2009
MassHousing 1996 - 2004
NHHFA 1993 - 1996
Skills
LIHTC, Affordable Housing, Tax Credits, Asset Managment, Disposition, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Asset Management, Property Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Business
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Greg Voyentzie's Boston Financial Investment Management Experience October 1999 - Present
Job Executive Vice President
Industry Real Estate
Experience
Boston Financial Investment Management October 1999 - Present
PricewaterhouseCoopers April 1996 - August 1999
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
University of Connecticut 1987 — 1992
BA, Finance
Boston Financial Investment Management October 1999 - Present
PricewaterhouseCoopers April 1996 - August 1999
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
University of Connecticut 1987 — 1992
BA, Finance
Kate Vincent's Boston Financial Investment Management Experience September 2007 - Present
Job Assistant Vice President, Asset Manager at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management September 2007 - Present
Picerne Real Estate Group May 2003 - September 2007
Trammell Crow Company 1999 - May 2003
Skills
Asset Management, Real Estate, Investments, Financial Analysis, Affordable Housing, LIHTC, Real Estate Economics, Valuation
Education
University of Rhode Island 1995 — 1999
B.M.
Boston Financial Investment Management September 2007 - Present
Picerne Real Estate Group May 2003 - September 2007
Trammell Crow Company 1999 - May 2003
Skills
Asset Management, Real Estate, Investments, Financial Analysis, Affordable Housing, LIHTC, Real Estate Economics, Valuation
Education
University of Rhode Island 1995 — 1999
B.M.
Jason Christman's Boston Financial Investment Management Experience July 2014 - Present
Job Account Manager at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management July 2014 - Present
Boston Financial Investment Management March 2012 - June 2014
Cambridge Associates June 2007 - March 2012
Kelly Financial Group June 2006 - January 2007
Skills
Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Investment Management, Financial Analysis, Financial Reporting, Real Estate, excel, access
Education
Bryant University 2003 — 2007
BSBA, Finance, Economics
Boston Financial Investment Management July 2014 - Present
Boston Financial Investment Management March 2012 - June 2014
Cambridge Associates June 2007 - March 2012
Kelly Financial Group June 2006 - January 2007
Skills
Financial Modeling, Microsoft Excel, Due Diligence, Private Equity, Venture Capital, Investment Management, Financial Analysis, Financial Reporting, Real Estate, excel, access
Education
Bryant University 2003 — 2007
BSBA, Finance, Economics
Melissa Schlossberg's Boston Financial Investment Management Experience August 2009 - Present
Job Director of IT at Boston Financial
Industry Financial Services
Experience
Boston Financial Investment Management August 2009 - Present
Boston Financial Investment Management 2006 - Present
Munimae 2006 - 2009
Clean Harbors, Inc. 2000 - 2006
Skills
Project Management, SharePoint, Process Improvement, Software Development, Asset Management, Financial Modeling, T-SQL, SQL, Management, Financial Analysis, Business Analysis
Education
Saint Michael's College 1993 — 1997
BA, Spanish, Education
Boston Financial Investment Management August 2009 - Present
Boston Financial Investment Management 2006 - Present
Munimae 2006 - 2009
Clean Harbors, Inc. 2000 - 2006
Skills
Project Management, SharePoint, Process Improvement, Software Development, Asset Management, Financial Modeling, T-SQL, SQL, Management, Financial Analysis, Business Analysis
Education
Saint Michael's College 1993 — 1997
BA, Spanish, Education
Thomas Paramore's Boston Financial Investment Management Experience April 2013 - Present
Job Senior Vice President at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management April 2013 - Present
PNC Real Estate July 2007 - March 2013
Merchant Capital, LLC October 2004 - July 2007
Skills
Investments, Affordable Housing, Finance, Portfolio Management, Asset Management, LIHTC, Equities, Due Diligence, Tax Credits, Leadership, Real Estate Economics, Real Estate, Financial Analysis, Real Estate Development, Financial Modeling
Education
University of Alabama
Bachelor of Business Administration (BBA), Corporate Financial Management and Economics
Boston Financial Investment Management April 2013 - Present
PNC Real Estate July 2007 - March 2013
Merchant Capital, LLC October 2004 - July 2007
Skills
Investments, Affordable Housing, Finance, Portfolio Management, Asset Management, LIHTC, Equities, Due Diligence, Tax Credits, Leadership, Real Estate Economics, Real Estate, Financial Analysis, Real Estate Development, Financial Modeling
Education
University of Alabama
Bachelor of Business Administration (BBA), Corporate Financial Management and Economics
Richard Orne's Boston Financial Investment Management Experience March 2014 - Present
Job Asset Manager Assistant Vice President
Industry Real Estate
Experience
Boston Financial Investment Management March 2014 - Present
Boston Financial Investment Management 2011 - February 2014
The Signal Group 2010 - 2011
Loomis, Sayles & Company 2001 - 2009
Bear Stearns January 2000 - June 2001
Skills
Financial Modeling, Real Estate, LIHTC, Asset Management
Education
Northeastern University 2009 — 2010
Masters, MBA
University of Maine 1996 — 1999
B.S, Business Administration
Boston Financial Investment Management March 2014 - Present
Boston Financial Investment Management 2011 - February 2014
The Signal Group 2010 - 2011
Loomis, Sayles & Company 2001 - 2009
Bear Stearns January 2000 - June 2001
Skills
Financial Modeling, Real Estate, LIHTC, Asset Management
Education
Northeastern University 2009 — 2010
Masters, MBA
University of Maine 1996 — 1999
B.S, Business Administration
Tony Bertoldi's Boston Financial Investment Management Experience July 2000 - September 2009
Job Executive Vice President of Syndication & Investor Relations
Industry Real Estate
Experience
City Real Estate Advisors, Inc. September 2009 - Present
Boston Financial Investment Management July 2000 - September 2009
Boston Properties July 1998 - July 2000
Coopers & Lybrand 1996 - 1998
Ernst & Young 1991 - 1996
Skills
LIHTC, Real Estate Investment, Real Estate Finance, Mergers, Portfolio Management, Real Estate, Asset Management, Affordable Housing, Real Estate Economics, Asset Managment, Real Estate Development, Investment Properties, Section 8, Due Diligence, Property Management, Funding, Commercial Real Estate, Real Estate Private..., Acquisitions, Property, Location Intelligence, Leases, Tax Credits, Appraisals, Investments, Valuation, Investors, Commercial Lending, Investor Relations, Financial Structuring, Financial Modeling, Land Acquisition, Syndications, Commercial Mortgages, Rentals, Real Estate Transactions, Loans, Entitlements, Lease Administration, Real Estate Due..., Private Equity, Apartments, Asset, Lease Negotiations, Disposition, Construction Loans, Corporate Real Estate, Real Estate Financing, Mergers & Acquisitions, Credit Analysis
Education
Boston University - School of Management 1991 — 1995
MBA, Finance & Real Estate
University of Connecticut 1985 — 1989
BA, Economics & Real Estate
City Real Estate Advisors, Inc. September 2009 - Present
Boston Financial Investment Management July 2000 - September 2009
Boston Properties July 1998 - July 2000
Coopers & Lybrand 1996 - 1998
Ernst & Young 1991 - 1996
Skills
LIHTC, Real Estate Investment, Real Estate Finance, Mergers, Portfolio Management, Real Estate, Asset Management, Affordable Housing, Real Estate Economics, Asset Managment, Real Estate Development, Investment Properties, Section 8, Due Diligence, Property Management, Funding, Commercial Real Estate, Real Estate Private..., Acquisitions, Property, Location Intelligence, Leases, Tax Credits, Appraisals, Investments, Valuation, Investors, Commercial Lending, Investor Relations, Financial Structuring, Financial Modeling, Land Acquisition, Syndications, Commercial Mortgages, Rentals, Real Estate Transactions, Loans, Entitlements, Lease Administration, Real Estate Due..., Private Equity, Apartments, Asset, Lease Negotiations, Disposition, Construction Loans, Corporate Real Estate, Real Estate Financing, Mergers & Acquisitions, Credit Analysis
Education
Boston University - School of Management 1991 — 1995
MBA, Finance & Real Estate
University of Connecticut 1985 — 1989
BA, Economics & Real Estate
Alicia Riley's Boston Financial Investment Management Experience January 2002 - Present
Job Manager, Portfolio Accounting at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management January 2002 - Present
Skills
Financial Analysis, LIHTC
Education
Bentley University 1997 — 2001
Accounting Information Systems, Accounting
Boston Financial Investment Management January 2002 - Present
Skills
Financial Analysis, LIHTC
Education
Bentley University 1997 — 2001
Accounting Information Systems, Accounting
Alex Bowen's Boston Financial Investment Management Experience September 2012 - October 2012
Job Digital Analytics Consultant at IBM
Industry Marketing and Advertising
Experience
IBM January 2014 - Present
State Street Bank November 2012 - December 2013
Boston Financial Investment Management September 2012 - October 2012
State of Rhode Island May 2011 - August 2011
State of Rhode Island June 2010 - August 2010
Betaspring June 2009 - August 2009
Skills
Investments, Financial Services, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Private Equity, Economics, Capital IQ, Corporate Finance, Microsoft Excel, Equity Research, Due Diligence, Investment Banking, Data Analysis, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance
University of Masstricht; Faculty of Economics, Maastricht 2010 — 2011
Business Economics
Newtown High School 2004 — 2008
IBM January 2014 - Present
State Street Bank November 2012 - December 2013
Boston Financial Investment Management September 2012 - October 2012
State of Rhode Island May 2011 - August 2011
State of Rhode Island June 2010 - August 2010
Betaspring June 2009 - August 2009
Skills
Investments, Financial Services, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Private Equity, Economics, Capital IQ, Corporate Finance, Microsoft Excel, Equity Research, Due Diligence, Investment Banking, Data Analysis, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance
University of Masstricht; Faculty of Economics, Maastricht 2010 — 2011
Business Economics
Newtown High School 2004 — 2008
Eric Bonney's Boston Financial Investment Management Experience 2009 - Present
Job Multifamily Asset Management, Workouts & Dispositions
Industry Real Estate
Experience
Boston Financial Investment Management 2009 - Present
MMA Financial July 2004 - July 2009
MHP Fund 1999 - 2004
Winthrop Financial 1984 - 1997
Skills
LIHTC, Affordable Housing, Disposition
Education
Isenberg School of Management, UMass Amherst
BBA, Business Administration - Accounting
Boston Financial Investment Management 2009 - Present
MMA Financial July 2004 - July 2009
MHP Fund 1999 - 2004
Winthrop Financial 1984 - 1997
Skills
LIHTC, Affordable Housing, Disposition
Education
Isenberg School of Management, UMass Amherst
BBA, Business Administration - Accounting
Bob Pezzini's Boston Financial Investment Management Experience December 2006 - Present
Job First Vice President Development Risk Management at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management December 2006 - Present
Picerne Real Estate Group June 2003 - November 2006
Cassidy & Pinkard Colliers May 2000 - June 2003
JBG Rosenfeld Retail June 1996 - June 2000
Skills
Real Estate, Commercial Real Estate, Property, Tax Credits, Disposition, Real Estate Economics, LIHTC, Real Estate Development, Asset Managment, Property Management, Affordable Housing, Due Diligence, Acquisitions, Apartments, Leases, Financial Analysis, Asset Management, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
The Catholic University of America 1985 — 1989
BS, Architecture
Boston Financial Investment Management December 2006 - Present
Picerne Real Estate Group June 2003 - November 2006
Cassidy & Pinkard Colliers May 2000 - June 2003
JBG Rosenfeld Retail June 1996 - June 2000
Skills
Real Estate, Commercial Real Estate, Property, Tax Credits, Disposition, Real Estate Economics, LIHTC, Real Estate Development, Asset Managment, Property Management, Affordable Housing, Due Diligence, Acquisitions, Apartments, Leases, Financial Analysis, Asset Management, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
The Catholic University of America 1985 — 1989
BS, Architecture
Jack Hodgkins's Boston Financial Investment Management Experience February 2001 - February 2010
Job Sr. Vice President Community Lending & Investments at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank February 2010 - Present
Preservation Massachusetts September 2005 - Present
Boston Financial Investment Management February 2001 - February 2010
MMA Financial 2003 - 2009
Skills
Historic Preservation, Affordable Housing, LIHTC, Investments, Due Diligence, Disposition, Real Estate Economics, Nonprofits, Real Estate, Asset Management, Property Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1999 — 2000
Masters of Science, Real Estate
Cornell University 1988 — 1992
BARCH, Architecture
Wells Fargo Bank February 2010 - Present
Preservation Massachusetts September 2005 - Present
Boston Financial Investment Management February 2001 - February 2010
MMA Financial 2003 - 2009
Skills
Historic Preservation, Affordable Housing, LIHTC, Investments, Due Diligence, Disposition, Real Estate Economics, Nonprofits, Real Estate, Asset Management, Property Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1999 — 2000
Masters of Science, Real Estate
Cornell University 1988 — 1992
BARCH, Architecture
Bill Fallon's Boston Financial Investment Management Experience January 2011 - July 2011
Job Senior Associate, Audit at KPMG US
Industry Accounting
Experience
KPMG January 2012 - Present
Northeastern University Institute for Urban Health Research June 2012 - September 2013
Boston Financial Investment Management January 2011 - July 2011
Massachusetts Institute of Technology January 2010 - July 2010
Sikorsky Aircraft May 2009 - August 2009
Skills
Relational Databases, Microsoft Office, Microsoft Access, eAudit, Excel, Outlook Express, Accounting, Client Services, Client Communication, Client Relationship..., Attention To Detail, Flexible Working, Travel, Brio Query, SAP
Education
Northeastern University 2012 — 2013
MS, Accounting
Northeastern University 2008 — 2013
BSBA, Accounting and Management Information Systems, 3.33
KPMG January 2012 - Present
Northeastern University Institute for Urban Health Research June 2012 - September 2013
Boston Financial Investment Management January 2011 - July 2011
Massachusetts Institute of Technology January 2010 - July 2010
Sikorsky Aircraft May 2009 - August 2009
Skills
Relational Databases, Microsoft Office, Microsoft Access, eAudit, Excel, Outlook Express, Accounting, Client Services, Client Communication, Client Relationship..., Attention To Detail, Flexible Working, Travel, Brio Query, SAP
Education
Northeastern University 2012 — 2013
MS, Accounting
Northeastern University 2008 — 2013
BSBA, Accounting and Management Information Systems, 3.33
David Granfors's Boston Financial Investment Management Experience April 2005 - March 2012
Job Business Analyst at CoStar Investment Analysis
Industry Real Estate
Experience
CoStar Investment Analysis March 2012 - Present
Boston Financial Investment Management April 2005 - March 2012
Putnam Investments August 1998 - April 2005
Skills
Real Estate, Asset Management, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Office, Access, Excel, Analysis, Investments, Negotiation, Compliance, Mutual Funds, Process Improvement, Bloomberg, Word, Loans, PowerPoint, Asset Managment, Microsoft Excel, LIHTC
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Bryant University 1994 — 1998
BS, Finance
CoStar Investment Analysis March 2012 - Present
Boston Financial Investment Management April 2005 - March 2012
Putnam Investments August 1998 - April 2005
Skills
Real Estate, Asset Management, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Office, Access, Excel, Analysis, Investments, Negotiation, Compliance, Mutual Funds, Process Improvement, Bloomberg, Word, Loans, PowerPoint, Asset Managment, Microsoft Excel, LIHTC
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Bryant University 1994 — 1998
BS, Finance
Stephen Zaleski's Boston Financial Investment Management Experience January 1993 - November 1999
Job Senior Managing Director Head of MultiHousing Group
Industry Real Estate
Experience
CBRE Global Investors March 2014 - Present
CBRE Global Investors March 2008 - January 2014
Berkshire Property Advisors March 2003 - February 2008
Lend Lease December 1999 - February 2003
Boston Financial Investment Management January 1993 - November 1999
Boston Financial Investment Management February 1991 - January 1993
Boston Financial Investment Management June 1988 - January 1991
Skills
Multi-Housing, Real Estate Investor, Real Estate Transactions, Real Estate Development, Real Estate Financing, Real Estate Economics, Commercial Real Estate, Property Management, Location Intelligence, Brokerage, Investments, Asset Management, Portfolio Management, Finance, Real Estate, Valuation, Acquisitions
Education
Bates College 1981 — 1985
Bachelor of Arts (B.A.), Politcal Science and Economics
Lawrence Academy 1977 — 1981
CBRE Global Investors March 2014 - Present
CBRE Global Investors March 2008 - January 2014
Berkshire Property Advisors March 2003 - February 2008
Lend Lease December 1999 - February 2003
Boston Financial Investment Management January 1993 - November 1999
Boston Financial Investment Management February 1991 - January 1993
Boston Financial Investment Management June 1988 - January 1991
Skills
Multi-Housing, Real Estate Investor, Real Estate Transactions, Real Estate Development, Real Estate Financing, Real Estate Economics, Commercial Real Estate, Property Management, Location Intelligence, Brokerage, Investments, Asset Management, Portfolio Management, Finance, Real Estate, Valuation, Acquisitions
Education
Bates College 1981 — 1985
Bachelor of Arts (B.A.), Politcal Science and Economics
Lawrence Academy 1977 — 1981
Susan Donahue's Boston Financial Investment Management Experience Deputy General Counsel and PrincipalMMA FinancialAugust 2005 - July 2009
Job Chief Counsel, Investment Management at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management Deputy General Counsel and PrincipalMMA FinancialAugust 2005 - July 2009
Holland & Knight LLP March 2001 - August 2005
McGovern Noel & Benik December 1997 - March 2001
Hinckley, Allen & Snyder LLP September 1988 - December 1997
Education
Boston College Law School
J.D.
Southern Connecticut State University
B.S., French
Boston Financial Investment Management Deputy General Counsel and PrincipalMMA FinancialAugust 2005 - July 2009
Holland & Knight LLP March 2001 - August 2005
McGovern Noel & Benik December 1997 - March 2001
Hinckley, Allen & Snyder LLP September 1988 - December 1997
Education
Boston College Law School
J.D.
Southern Connecticut State University
B.S., French
Sean Beirne's Boston Financial Investment Management Experience July 2014 - Present
Job Fund Analyst at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management July 2014 - Present
Berkeley Point Capital LLC December 2011 - July 2014
Deutsche Bank Berkshire Mortgage December 2011 - March 2012
Torres AES February 2011 - November 2011
Torres AES November 2010 - February 2011
Education
Gettysburg College 2006 — 2010
Gettysburg College 2006 — 2010
BS, Business Management
Atlantic City High School 2003 — 2006
Boston Financial Investment Management July 2014 - Present
Berkeley Point Capital LLC December 2011 - July 2014
Deutsche Bank Berkshire Mortgage December 2011 - March 2012
Torres AES February 2011 - November 2011
Torres AES November 2010 - February 2011
Education
Gettysburg College 2006 — 2010
Gettysburg College 2006 — 2010
BS, Business Management
Atlantic City High School 2003 — 2006
Heidi Lumpkin's Boston Financial Investment Management Experience 1993 - 1995
Job Director, Instructional Design at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation June 2015 - Present
Ricoh Americas Corporation November 2014 - June 2015
Ricoh Americas Corporation April 2009 - October 2014
Ricoh Americas Corporation October 2000 - April 2009
Xerox 1999 - 2000
Xerox Corporation 1997 - 1999
WNC & Associates 1995 - 1997
Boston Financial Investment Management 1993 - 1995
Skills
Solution Selling, Sales Operations, Sales Process, Selling, Salesforce.com, Document Management, Strategy, Account Management, Direct Sales, Sales, Cloud Computing, SaaS, Competitive Analysis, Key Account Management, B2B, Customer Retention, Pre-sales, Managed Services, Managed Print Services, Professional Services, Product Launch, Marketing, Management, Lead Generation, Selling Skills, Sales Presentations, Leadership, Product Marketing, Coaching, Sales Management, Business Development, Strategic Partnerships, CRM, Cold Calling, New Business Development, Enterprise Software, Program Management, Channel Partners, Customer Satisfaction, Contract Negotiation, Team Leadership, Product Management, Cross-functional Team..., Go-to-market Strategy, Business Alliances, P&L Management, Partner Management, Networking, Software Industry, Adobe Captivate
Education
Portland State University 2002 — 2005
Graduate Certification, Training Management
California State University, Fresno 1989 — 1992
BA, Liberal Studies, Journalism
Ricoh Americas Corporation June 2015 - Present
Ricoh Americas Corporation November 2014 - June 2015
Ricoh Americas Corporation April 2009 - October 2014
Ricoh Americas Corporation October 2000 - April 2009
Xerox 1999 - 2000
Xerox Corporation 1997 - 1999
WNC & Associates 1995 - 1997
Boston Financial Investment Management 1993 - 1995
Skills
Solution Selling, Sales Operations, Sales Process, Selling, Salesforce.com, Document Management, Strategy, Account Management, Direct Sales, Sales, Cloud Computing, SaaS, Competitive Analysis, Key Account Management, B2B, Customer Retention, Pre-sales, Managed Services, Managed Print Services, Professional Services, Product Launch, Marketing, Management, Lead Generation, Selling Skills, Sales Presentations, Leadership, Product Marketing, Coaching, Sales Management, Business Development, Strategic Partnerships, CRM, Cold Calling, New Business Development, Enterprise Software, Program Management, Channel Partners, Customer Satisfaction, Contract Negotiation, Team Leadership, Product Management, Cross-functional Team..., Go-to-market Strategy, Business Alliances, P&L Management, Partner Management, Networking, Software Industry, Adobe Captivate
Education
Portland State University 2002 — 2005
Graduate Certification, Training Management
California State University, Fresno 1989 — 1992
BA, Liberal Studies, Journalism
Chris Jeltrup's Boston Financial Investment Management Experience July 2006 - March 2008
Job Director CMBS Research, Global Public Markets at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF January 2013 - February 2015
TIAA-CREF April 2012 - January 2013
TIAA-CREF December 2009 - April 2012
Wachovia, A Wells Fargo Company March 2009 - December 2009
RBC Capital Markets May 2008 - December 2008
Boston Financial Investment Management July 2006 - March 2008
Warren & Associates June 2003 - July 2006
Skills
Structured Finance, CMBS, CDO, Commercial Real Estate, LIHTC, Investments, Asset Management, Fixed Income, Portfolio Management, Valuation, Real Estate Development, Bonds, Equities
Education
University of North Carolina at Charlotte 1998 — 2002
B.S., Geography
TIAA-CREF March 2015 - Present
TIAA-CREF January 2013 - February 2015
TIAA-CREF April 2012 - January 2013
TIAA-CREF December 2009 - April 2012
Wachovia, A Wells Fargo Company March 2009 - December 2009
RBC Capital Markets May 2008 - December 2008
Boston Financial Investment Management July 2006 - March 2008
Warren & Associates June 2003 - July 2006
Skills
Structured Finance, CMBS, CDO, Commercial Real Estate, LIHTC, Investments, Asset Management, Fixed Income, Portfolio Management, Valuation, Real Estate Development, Bonds, Equities
Education
University of North Carolina at Charlotte 1998 — 2002
B.S., Geography
Craig Wolgast's Boston Financial Investment Management Experience December 2014 - Present
Job Financial Analyst
Industry Capital Markets
Experience
Boston Financial Investment Management December 2014 - Present
IndexIQ August 2013 - May 2014
Ryders Health Management October 2011 - August 2012
Skills
Microsoft Excel, VBA, Bloomberg, PowerPoint, Access, Account Reconciliation
Education
Hofstra University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Boston Financial Investment Management December 2014 - Present
IndexIQ August 2013 - May 2014
Ryders Health Management October 2011 - August 2012
Skills
Microsoft Excel, VBA, Bloomberg, PowerPoint, Access, Account Reconciliation
Education
Hofstra University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Noreen Short's Boston Financial Investment Management Experience 2003 - 2008
Job Director, Community Finance at Capital One
Industry Banking
Experience
Capital One June 2008 - Present
Boston Financial Investment Management 2003 - 2008
Joseph J Blake & Associates 2000 - 2003
Skills
Valuation, Investments, Commercial Real Estate, Underwriting, Strategy, Management, Market Analysis, Portfolio Management, Asset Management, Financial Modeling, Due Diligence, Financial Analysis
Education
Boston College 1995 — 1999
Bachelor of Science (B.S.), Marketing
Capital One June 2008 - Present
Boston Financial Investment Management 2003 - 2008
Joseph J Blake & Associates 2000 - 2003
Skills
Valuation, Investments, Commercial Real Estate, Underwriting, Strategy, Management, Market Analysis, Portfolio Management, Asset Management, Financial Modeling, Due Diligence, Financial Analysis
Education
Boston College 1995 — 1999
Bachelor of Science (B.S.), Marketing
Lee Everett's Boston Financial Investment Management Experience February 2011 - May 2013
Job Real Estate Economist at CoStar Portfolio Strategy
Industry Commercial Real Estate
Experience
CoStar Portfolio Strategy February 2014 - Present
Independent Consultant June 2013 - February 2014
Boston Financial Investment Management February 2011 - May 2013
Grand Circle Corporation May 2009 - December 2010
The Concord Group, LLC Real Estate Advisors August 2007 - December 2008
Skills
Financial Modeling, Forecasting, Accounting, Analysis, Portfolio Management, Financial Analysis, Risk Management, Finance, Mergers & Acquisitions, Variance Analysis, Valuation, Due Diligence, Microsoft Excel, Process Improvement, Investments, Aquisitions, Real Estate Development
Education
The Johns Hopkins University 2003 — 2006
Bachelors, Economics, Political Science, Finance
CoStar Portfolio Strategy February 2014 - Present
Independent Consultant June 2013 - February 2014
Boston Financial Investment Management February 2011 - May 2013
Grand Circle Corporation May 2009 - December 2010
The Concord Group, LLC Real Estate Advisors August 2007 - December 2008
Skills
Financial Modeling, Forecasting, Accounting, Analysis, Portfolio Management, Financial Analysis, Risk Management, Finance, Mergers & Acquisitions, Variance Analysis, Valuation, Due Diligence, Microsoft Excel, Process Improvement, Investments, Aquisitions, Real Estate Development
Education
The Johns Hopkins University 2003 — 2006
Bachelors, Economics, Political Science, Finance
Evan Makris's Boston Financial Investment Management Experience February 2014 - Present
Job Portfolio Accountant at Boston Financial Investment Management
Industry Accounting
Experience
Boston Financial Investment Management February 2014 - Present
Deloitte March 2013 - September 2013
IBM January 2010 - July 2010
State Street January 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Microsoft Office, Financial Reporting
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Boston Financial Investment Management February 2014 - Present
Deloitte March 2013 - September 2013
IBM January 2010 - July 2010
State Street January 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Microsoft Office, Financial Reporting
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Elizabeth Grammatikov's Boston Financial Investment Management Experience February 2014 - Present
Job Vice President at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management February 2014 - Present
Boston Financial Investment Management January 2012 - Present
Key Bank September 2005 - January 2012
Key Bank July 2004 - September 2005
Skills
Real Estate, Financial Analysis, Investor Relations, Financial Modeling, Valuation, Portfolio Management, Investments, Due Diligence
Education
Case Western Reserve University 2000 — 2004
B.A., Economics, Philosophy
Boston Financial Investment Management February 2014 - Present
Boston Financial Investment Management January 2012 - Present
Key Bank September 2005 - January 2012
Key Bank July 2004 - September 2005
Skills
Real Estate, Financial Analysis, Investor Relations, Financial Modeling, Valuation, Portfolio Management, Investments, Due Diligence
Education
Case Western Reserve University 2000 — 2004
B.A., Economics, Philosophy
John Ted Lubitz's Boston Financial Investment Management Experience November 2012 - May 2014
Job Vice President at Related Beal
Industry Real Estate
Experience
Related Beal May 2014 - Present
Boston Financial Investment Management November 2012 - May 2014
First Atlantic Capital LLC & Collins Nickas &Co LLC September 2005 - September 2011
Education
MIT Center for Real Estate 2011 — 2012
Trinity College-Hartford 2001 — 2005
Noble and Greenough 1997 — 2001
Dexter School 1994 — 1997
Related Beal May 2014 - Present
Boston Financial Investment Management November 2012 - May 2014
First Atlantic Capital LLC & Collins Nickas &Co LLC September 2005 - September 2011
Education
MIT Center for Real Estate 2011 — 2012
Trinity College-Hartford 2001 — 2005
Noble and Greenough 1997 — 2001
Dexter School 1994 — 1997
Ann Chow's Boston Financial Investment Management Experience August 2013 - Present
Job Senior Tax at Boston Financial Investment Management
Industry Accounting
Experience
Boston Financial Investment Management August 2013 - Present
PwC July 2011 - July 2013
Skills
Tax
Education
Suffolk University - Sawyer School of Management 2008 — 2010
MST, Taxation
Suffolk University - Sawyer Business School
Boston Financial Investment Management August 2013 - Present
PwC July 2011 - July 2013
Skills
Tax
Education
Suffolk University - Sawyer School of Management 2008 — 2010
MST, Taxation
Suffolk University - Sawyer Business School
Kimberly Kelliher's Boston Financial Investment Management Experience October 2000 - February 2012
Job Assistant Director at TCAM, LLC
Industry Financial Services
Experience
TCAM, LLC March 2012 - Present
Boston Financial Investment Management October 2000 - February 2012
Education
Bentley University
MSF
Stonehill College
BSBA
TCAM, LLC March 2012 - Present
Boston Financial Investment Management October 2000 - February 2012
Education
Bentley University
MSF
Stonehill College
BSBA
Derick Beauregard's Boston Financial Investment Management Experience December 2007 - Present
Job Project Manager at Inbound Design Studio
Industry Internet
Experience
Boston Financial Investment Management December 2007 - Present
Education
Northeastern University 2003 — 2005
Master of Science, Finance, General
University of Massachusetts, Amherst 1997 — 2001
Bachelor's degree, Marketing
Boston Financial Investment Management December 2007 - Present
Education
Northeastern University 2003 — 2005
Master of Science, Finance, General
University of Massachusetts, Amherst 1997 — 2001
Bachelor's degree, Marketing
Weerawan Ng's Boston Financial Investment Management Experience February 2015 - February 2015
Job MBA graduate | CPA | Senior at PwC,
Industry Accounting
Experience
Boston Financial Investment Management February 2015 - February 2015
Hult International Business School October 2014 - December 2014
Ngarm Paibul Karnyang Limited September 2012 - May 2013
PwC July 2008 - August 2012
Education
Hult International Business School 2013 — 2014
Master of Business Administration (MBA)
Chulalongkorn University 2004 — 2008
Bachelor of Commerce and Accountancy
Triam Udom Suksa school 2001 — 2004
High school
Boston Financial Investment Management February 2015 - February 2015
Hult International Business School October 2014 - December 2014
Ngarm Paibul Karnyang Limited September 2012 - May 2013
PwC July 2008 - August 2012
Education
Hult International Business School 2013 — 2014
Master of Business Administration (MBA)
Chulalongkorn University 2004 — 2008
Bachelor of Commerce and Accountancy
Triam Udom Suksa school 2001 — 2004
High school
Patricia Olsen-Goldberg, CPA's Boston Financial Investment Management Experience April 1994 - Present
Job Controller Portfolio Accounting at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management April 1994 - Present
Laventhol and Horwath July 1985 - October 1990
Skills
Financial Analysis
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Boston Financial Investment Management April 1994 - Present
Laventhol and Horwath July 1985 - October 1990
Skills
Financial Analysis
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Brad Howarth's Boston Financial Investment Management Experience 2004 - September 2010
Job Vice President Syndication & Investor Relations at City Real Estate Advisors, Inc.
Industry Real Estate
Experience
City Real Estate Advisors, Inc. October 2010 - Present
Boston Financial Investment Management 2004 - September 2010
EY 2000 - 2004
Skills
Syndications, Financial Analysis, Investor Relations
Education
Iowa State University 1995 — 2000
Bachelor of Arts (BA), Accounting
Park Center High School
City Real Estate Advisors, Inc. October 2010 - Present
Boston Financial Investment Management 2004 - September 2010
EY 2000 - 2004
Skills
Syndications, Financial Analysis, Investor Relations
Education
Iowa State University 1995 — 2000
Bachelor of Arts (BA), Accounting
Park Center High School