Boston Stock Exchange
Description
The Boston Stock Exchange is a regional stock exchange located in Boston, Massachusetts. The third-oldest stock exchange in the United States, it was founded in 1834. On October 2, 2007, NASDAQ agreed to acquire BSE for $61 million. Location: Boston, Massachusetts, United States Owner: NASDAQ OMX Group Founded: 1834
Boston Stock Exchange List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Stock Exchange. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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100 Boston Stock Exchange employees in database. Find out everything there's to know about Boston Stock Exchange employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Boston Stock Exchange Employees
Employee
Years
Job
Industry
Justine Laurie Justine Laurie's Boston Stock Exchange Experience March 2004 - June 2005
Job President at Justine E Laurie, CPA, PC
Industry Accounting
Experience
Justine E Laurie, CPA, PC July 2012 - Present
Cherry, Bekaert & Holland September 2011 - July 2012
Carr, Riggs & Ingram, LLC July 2010 - September 2011
Countrywide Home Loans June 2005 - December 2008
Boston Stock Exchange March 2004 - June 2005
Brown Brothers Harriman October 2003 - March 2004
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Financial Statements, Payroll Services, Small Business
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, Accounting, 3.865
Boston University Questrom School of Business 1999 — 2003
Bachelors, Finance, 3.1
Justine E Laurie, CPA, PC July 2012 - Present
Cherry, Bekaert & Holland September 2011 - July 2012
Carr, Riggs & Ingram, LLC July 2010 - September 2011
Countrywide Home Loans June 2005 - December 2008
Boston Stock Exchange March 2004 - June 2005
Brown Brothers Harriman October 2003 - March 2004
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Financial Statements, Payroll Services, Small Business
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, Accounting, 3.865
Boston University Questrom School of Business 1999 — 2003
Bachelors, Finance, 3.1
James Waring James Waring's Boston Stock Exchange Experience June 2003 - August 2003
Job Experienced Trading Assistant
Industry Investment Management
Experience
Fortress Investment Group March 2013 - Present
Diamondback Capital 2010 - 2013
RBS Greenwich Capital August 2004 - October 2010
Thomson Financial March 2001 - February 2004
Boston Stock Exchange June 2003 - August 2003
Skills
Bloomberg, Fixed Income, Foreign Exchange, CDS, Repos, Derivatives, Interest Rate Swaps, Money Market, Forward Volatility..., Middle Office, P&L reconciliation, Risk Monitoring, Microsoft Excel, Front Arena, TradeWeb, Paladyn, FXAll, SuperDerivatives, Hedge Funds, Icelink, Reuters, ThomsonOne, Charles River IMS, FX Operations, Equities, P&L Management, Electronic Trading, Trading, Settlement, Options, ECN
Education
University of Massachusetts, Amherst 2001 — 2004
Bachelor's degree, Economics
Cornell University 1999 — 2001
Animal Sciences
Fortress Investment Group March 2013 - Present
Diamondback Capital 2010 - 2013
RBS Greenwich Capital August 2004 - October 2010
Thomson Financial March 2001 - February 2004
Boston Stock Exchange June 2003 - August 2003
Skills
Bloomberg, Fixed Income, Foreign Exchange, CDS, Repos, Derivatives, Interest Rate Swaps, Money Market, Forward Volatility..., Middle Office, P&L reconciliation, Risk Monitoring, Microsoft Excel, Front Arena, TradeWeb, Paladyn, FXAll, SuperDerivatives, Hedge Funds, Icelink, Reuters, ThomsonOne, Charles River IMS, FX Operations, Equities, P&L Management, Electronic Trading, Trading, Settlement, Options, ECN
Education
University of Massachusetts, Amherst 2001 — 2004
Bachelor's degree, Economics
Cornell University 1999 — 2001
Animal Sciences
Michael Curran Michael Curran's Boston Stock Exchange Experience January 1987 - June 1998
Job Vice President, Senior Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2000 - Present
MFS Investments June 1999 - August 2000
MFS Investments June 1998 - June 1999
Boston Stock Exchange January 1987 - June 1998
Skills
Wealth Management, Private Banking, Asset Management, Wealth, Estate Planning, Investment Management, Equity Trading, Fiduciary, Wealth Management..., High Net Worth..., Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Strategic Financial..., Equities, Fixed Income, Asset Managment, Venture Capital, Securities, Trading, Mutual Funds, Retirement, 401k, Mortgage Lending, Financial Services, Investment Advisory, Bonds, Bloomberg, New Business Development, ETFs, Financial Planning
Education
New England School of Banking 2001 — 2002
Certificate
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
University of Vermont 1982 — 1986
BS
St. John's Prep 1979 — 1982
High School
BNY Mellon Wealth Management September 2000 - Present
MFS Investments June 1999 - August 2000
MFS Investments June 1998 - June 1999
Boston Stock Exchange January 1987 - June 1998
Skills
Wealth Management, Private Banking, Asset Management, Wealth, Estate Planning, Investment Management, Equity Trading, Fiduciary, Wealth Management..., High Net Worth..., Retirement Planning, Investment Strategies, Asset Allocation, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Strategic Financial..., Equities, Fixed Income, Asset Managment, Venture Capital, Securities, Trading, Mutual Funds, Retirement, 401k, Mortgage Lending, Financial Services, Investment Advisory, Bonds, Bloomberg, New Business Development, ETFs, Financial Planning
Education
New England School of Banking 2001 — 2002
Certificate
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1995
MBA
University of Vermont 1982 — 1986
BS
St. John's Prep 1979 — 1982
High School
alden adkins alden adkins's Boston Stock Exchange Experience January 2006 - June 2007
Job Senior Office Assistant at Sonoma County Employees Retirement Association
Industry Hospitality
Experience
Sonoma County Employees Retirement Association February 2014 - Present
inverness valley inn March 2006 - Present
Boston Stock Exchange January 2006 - June 2007
Pacific Stock Exchange March 2003 - December 2006
Pacific Exchange 2003 - 2005
Financial Industry Regulatory Authority March 1992 - February 2002
bingham mccutcheon 2002 - 2002
US Securities and Exchange Commission April 1982 - March 1992
Skills
Event Management, Public Speaking, Securities Law, Production, Writing, Securities Regulation, Securities, Corporate Law, Corporate Governance, Options, Legal Research, Trading, Equities, Equity Trading, Management, Trading Systems, Capital Markets, Hedge Funds, Series 7, Financial Services, Financial Markets, Litigation
Education
American University, Washington College of Law 1979 — 1981
JD, Law
Johns Hopkins University 1971 — 1976
BA, Classics
St Mark's School 1966 — 1969
none, none
Sonoma County Employees Retirement Association February 2014 - Present
inverness valley inn March 2006 - Present
Boston Stock Exchange January 2006 - June 2007
Pacific Stock Exchange March 2003 - December 2006
Pacific Exchange 2003 - 2005
Financial Industry Regulatory Authority March 1992 - February 2002
bingham mccutcheon 2002 - 2002
US Securities and Exchange Commission April 1982 - March 1992
Skills
Event Management, Public Speaking, Securities Law, Production, Writing, Securities Regulation, Securities, Corporate Law, Corporate Governance, Options, Legal Research, Trading, Equities, Equity Trading, Management, Trading Systems, Capital Markets, Hedge Funds, Series 7, Financial Services, Financial Markets, Litigation
Education
American University, Washington College of Law 1979 — 1981
JD, Law
Johns Hopkins University 1971 — 1976
BA, Classics
St Mark's School 1966 — 1969
none, none
Kristen Richardson Kristen Richardson's Boston Stock Exchange Experience May 1998 - September 1998
Job HR Consultant at Brightcove
Industry Human Resources
Experience
Richardson HR Consulting August 2007 - Present
Brightcove March 2013 - November 2013
Genzyme 2004 - 2007
Cabot Corporation 2003 - 2004
Centiv (formally Incentive Systems) 2000 - 2003
Willmott & Associates May 1999 - August 1999
Boston Stock Exchange May 1998 - September 1998
Skills
Employee Relations, Talent Management, Succession Planning, Performance Management, Onboarding, HR Policies, Organizational..., HRIS, Organizational..., PeopleSoft, Applicant Tracking..., Leadership, Personnel Management, Deferred Compensation, Human Resources, Employee Benefits
Education
Suffolk University 2004 — 2006
Master's degree, Adult and Organization Learning
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Business Administration and Management
Richardson HR Consulting August 2007 - Present
Brightcove March 2013 - November 2013
Genzyme 2004 - 2007
Cabot Corporation 2003 - 2004
Centiv (formally Incentive Systems) 2000 - 2003
Willmott & Associates May 1999 - August 1999
Boston Stock Exchange May 1998 - September 1998
Skills
Employee Relations, Talent Management, Succession Planning, Performance Management, Onboarding, HR Policies, Organizational..., HRIS, Organizational..., PeopleSoft, Applicant Tracking..., Leadership, Personnel Management, Deferred Compensation, Human Resources, Employee Benefits
Education
Suffolk University 2004 — 2006
Master's degree, Adult and Organization Learning
University of Massachusetts, Amherst 1996 — 2000
Bachelor's degree, Business Administration and Management
Josephine Finn Josephine Finn's Boston Stock Exchange Experience 1997 - 2003
Job Senior Communications Professional
Industry Defense & Space
Experience
Raytheon May 2011 - Present
Raytheon May 2008 - May 2011
Raytheon April 2004 - May 2008
Boston Stock Exchange 1997 - 2003
Skills
Corporate Communications, Marketing Communications, Internal Communications, Brand Development, Publications, Editing, Advertising, Copywriting, Creative Direction, Project Management, Budgets, Project Execution, Writing, Budget Management, Multimedia Projects, Creative Development, Community Relations, Social Media, Community Development, Proposal Writing, Email Marketing, Crisis Communications, Media Relations, Public Relations, Press Releases, Message Development, Strategy, Integrated Marketing, Corporate Branding, Content Management, Speech Writing, Business Development, Strategic Communications, Social Networking, Web Content, Content Development, Communications Planning, Web Content Management, Corporate Social..., Copy Editing, Fundraising, Marketing, Communication Training, Leadership
Education
Saint Michael's College
Bachelor of Arts, Major: Journalism, Minor: History
Raytheon May 2011 - Present
Raytheon May 2008 - May 2011
Raytheon April 2004 - May 2008
Boston Stock Exchange 1997 - 2003
Skills
Corporate Communications, Marketing Communications, Internal Communications, Brand Development, Publications, Editing, Advertising, Copywriting, Creative Direction, Project Management, Budgets, Project Execution, Writing, Budget Management, Multimedia Projects, Creative Development, Community Relations, Social Media, Community Development, Proposal Writing, Email Marketing, Crisis Communications, Media Relations, Public Relations, Press Releases, Message Development, Strategy, Integrated Marketing, Corporate Branding, Content Management, Speech Writing, Business Development, Strategic Communications, Social Networking, Web Content, Content Development, Communications Planning, Web Content Management, Corporate Social..., Copy Editing, Fundraising, Marketing, Communication Training, Leadership
Education
Saint Michael's College
Bachelor of Arts, Major: Journalism, Minor: History
Larry Powers Larry Powers's Boston Stock Exchange Experience March 2006 - November 2007
Job Vice President, Applications Engineering Manager at Boston Private Bank
Industry Financial Services
Experience
Boston Private Bank & Trust July 2012 - Present
Boston Private Bank & Trust November 2007 - July 2012
Boston Stock Exchange March 2006 - November 2007
John Hancock Financial Services 1998 - 2006
Skills
Risk Management, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, SDLC, IT Management, Data Center, Integration, Project Management, Software Project..., Testing, Change Management, Cross-functional Team..., Management, Banking, Program Management
Education
University of Massachusetts at Lowell 1979 — 1984
BS, International Management
Pelham High School 1975 — 1979
Boston Private Bank & Trust July 2012 - Present
Boston Private Bank & Trust November 2007 - July 2012
Boston Stock Exchange March 2006 - November 2007
John Hancock Financial Services 1998 - 2006
Skills
Risk Management, Process Improvement, Requirements Analysis, Vendor Management, Business Analysis, SDLC, IT Management, Data Center, Integration, Project Management, Software Project..., Testing, Change Management, Cross-functional Team..., Management, Banking, Program Management
Education
University of Massachusetts at Lowell 1979 — 1984
BS, International Management
Pelham High School 1975 — 1979
Jack Swan Jack Swan's Boston Stock Exchange Experience 1987 - 2007
Job Vice President at Fixnetix Inc
Industry Computer Software
Experience
Fixnetix Inc October 2009 - Present
Market Systems Technology April 1984 - December 2009
American Stock Exchange 2005 - 2009
Boston Stock Exchange 1987 - 2007
Pacific Exchange 1998 - 2006
Dow Jones Telerate 1987 - 1998
Education
Massachusetts Institute of Technology
BSEE, Computer Science
Fixnetix Inc October 2009 - Present
Market Systems Technology April 1984 - December 2009
American Stock Exchange 2005 - 2009
Boston Stock Exchange 1987 - 2007
Pacific Exchange 1998 - 2006
Dow Jones Telerate 1987 - 1998
Education
Massachusetts Institute of Technology
BSEE, Computer Science
Dennis Wiatzka Dennis Wiatzka's Boston Stock Exchange Experience November 2002 - March 2003
Job IT Consultant
Industry Information Technology and Services
Experience
AESO July 2014 - Present
TMX Group April 2014 - July 2014
AESO April 2013 - April 2014
Mariner Innovations August 2012 - April 2014
Nasdaq OMX April 2003 - May 2012
Boston Stock Exchange November 2002 - March 2003
EFA Software 1997 - 2002
Honda of Canada Mfg. Inc. May 1995 - March 1997
prior to Honda 1989 - 1995
Skills
Settlement, SWIFT, Trading, C++, Equities, Capital Markets, SQL, Unix, Testing, XML, Java, Financial Markets, Business Analysis, Messaging, Requirements Analysis, Banking, Software Development, Integration, Customer Relations, Fixed Income, Windows, Derivatives, Architecture, Linux, SQL Server, Team Leadership, Back Office, C, Risk Management, Problem Solving, Analysis, PL/SQL, Securities, Trading Systems, TCP/IP, Market Data, Electronic Trading, Solaris, Low Latency, Straight Through..., User Acceptance Testing, Corporate Actions, Agile, Middleware, DB2, FpML, Agile Methodologies, Architectural Design, Microsoft SQL Server, Web Services
Education
Sheridan College 1989 — 1992
Computer/Programmer Analyst, Computer Technology
AESO July 2014 - Present
TMX Group April 2014 - July 2014
AESO April 2013 - April 2014
Mariner Innovations August 2012 - April 2014
Nasdaq OMX April 2003 - May 2012
Boston Stock Exchange November 2002 - March 2003
EFA Software 1997 - 2002
Honda of Canada Mfg. Inc. May 1995 - March 1997
prior to Honda 1989 - 1995
Skills
Settlement, SWIFT, Trading, C++, Equities, Capital Markets, SQL, Unix, Testing, XML, Java, Financial Markets, Business Analysis, Messaging, Requirements Analysis, Banking, Software Development, Integration, Customer Relations, Fixed Income, Windows, Derivatives, Architecture, Linux, SQL Server, Team Leadership, Back Office, C, Risk Management, Problem Solving, Analysis, PL/SQL, Securities, Trading Systems, TCP/IP, Market Data, Electronic Trading, Solaris, Low Latency, Straight Through..., User Acceptance Testing, Corporate Actions, Agile, Middleware, DB2, FpML, Agile Methodologies, Architectural Design, Microsoft SQL Server, Web Services
Education
Sheridan College 1989 — 1992
Computer/Programmer Analyst, Computer Technology
Kristy Skender Kristy Skender's Boston Stock Exchange Experience June 2001 - May 2003
Job Audit Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2004 - Present
Boston Stock Exchange June 2001 - May 2003
Skills
US GAAP, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Masters, Accounting
University of Rochester 1997 — 2001
Bachelor, Economics
Deloitte & Touche September 2004 - Present
Boston Stock Exchange June 2001 - May 2003
Skills
US GAAP, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Masters, Accounting
University of Rochester 1997 — 2001
Bachelor, Economics
Margot Hintlian Margot Hintlian's Boston Stock Exchange Experience 1987 - 1993
Job Senior Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers June 1993 - Present
Kanter Troy Orleans & Wexler 2001 - 2003
Boston Stock Exchange 1987 - 1993
Didier Philippe 1990 - 1990
Skills
Accounting, US GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS, External Audit, Assurance, GAAP, CPA, Financial Analysis, Financial Accounting, Due Diligence, Big 4
Education
Suffolk University 1985 — 1987
Master of Business Administration (MBA)
University of Vermont 1976 — 1980
Bachelor of Science, Accountling
Newton Country Day School
PricewaterhouseCoopers June 1993 - Present
Kanter Troy Orleans & Wexler 2001 - 2003
Boston Stock Exchange 1987 - 1993
Didier Philippe 1990 - 1990
Skills
Accounting, US GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS, External Audit, Assurance, GAAP, CPA, Financial Analysis, Financial Accounting, Due Diligence, Big 4
Education
Suffolk University 1985 — 1987
Master of Business Administration (MBA)
University of Vermont 1976 — 1980
Bachelor of Science, Accountling
Newton Country Day School
Nicholas Bessmer MBA, PMP Nicholas Bessmer MBA, PMP's Boston Stock Exchange Experience March 1997 - March 1999
Job Technical Architect at Accenture
Industry Information Technology and Services
Experience
Accenture May 2011 - Present
Athena IT Solutions February 2011 - May 2011
Bessmer IT Consulting, LLC January 2009 - May 2011
Raytheon October 2010 - February 2011
Citizens Bank April 2009 - July 2009
State Street Bank February 2004 - December 2008
Back Bay Technologies March 2001 - November 2002
Wellington Management April 1999 - February 2001
Boston Stock Exchange March 1997 - March 1999
Thomson Financial / NewsEdge April 1994 - February 1997
Skills
Business Intelligence, Oracle, Microsoft SQL Server, Data Warehousing, PL/SQL, ETL, Data Modeling, Java Enterprise Edition, SDLC, Integration, Requirements Gathering, Databases, Informatica, Data Integration, PMP, Enterprise Architecture, Linux, JavaScript, Architecture, Cognos, Analytics, Java, Requirements Analysis, SaaS, Software Project..., Cloud Computing, Unix, Business Analysis, Architectures, Data Migration, ERP, Enterprise Software, Performance Tuning, Project Management, Security, SOA, Solution Architecture
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1995
MBA, MBA
Brandeis University 1979 — 1983
BA
Bard College 1977 — 1979
BA, Classics
Taft School 1974 — 1977
Accenture May 2011 - Present
Athena IT Solutions February 2011 - May 2011
Bessmer IT Consulting, LLC January 2009 - May 2011
Raytheon October 2010 - February 2011
Citizens Bank April 2009 - July 2009
State Street Bank February 2004 - December 2008
Back Bay Technologies March 2001 - November 2002
Wellington Management April 1999 - February 2001
Boston Stock Exchange March 1997 - March 1999
Thomson Financial / NewsEdge April 1994 - February 1997
Skills
Business Intelligence, Oracle, Microsoft SQL Server, Data Warehousing, PL/SQL, ETL, Data Modeling, Java Enterprise Edition, SDLC, Integration, Requirements Gathering, Databases, Informatica, Data Integration, PMP, Enterprise Architecture, Linux, JavaScript, Architecture, Cognos, Analytics, Java, Requirements Analysis, SaaS, Software Project..., Cloud Computing, Unix, Business Analysis, Architectures, Data Migration, ERP, Enterprise Software, Performance Tuning, Project Management, Security, SOA, Solution Architecture
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1995
MBA, MBA
Brandeis University 1979 — 1983
BA
Bard College 1977 — 1979
BA, Classics
Taft School 1974 — 1977
Paul Wuethrich Paul Wuethrich's Boston Stock Exchange Experience January 2006 - September 2007
Job President & CEO at Enodia Financial Technology Services, Inc.
Industry Information Technology and Services
Experience
Enodia Financial Technology Services, Inc. April 2010 - Present
Selero December 2005 - March 2010
Boston Stock Exchange January 2006 - September 2007
Boston Equities Exchange January 2006 - September 2007
Eyeris December 2003 - December 2005
Sybase March 2001 - December 2003
New Era of Networks 1998 - 2003
NEON 1998 - 2001
Solutions-II 1994 - 1995
Education
McGill University 1985 — 1988
Economics
Westmount High
Enodia Financial Technology Services, Inc. April 2010 - Present
Selero December 2005 - March 2010
Boston Stock Exchange January 2006 - September 2007
Boston Equities Exchange January 2006 - September 2007
Eyeris December 2003 - December 2005
Sybase March 2001 - December 2003
New Era of Networks 1998 - 2003
NEON 1998 - 2001
Solutions-II 1994 - 1995
Education
McGill University 1985 — 1988
Economics
Westmount High
Joanne Hartung Joanne Hartung's Boston Stock Exchange Experience September 1987 - January 1988
Job V.P. Product Development at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Jeff Dudziak Jeff Dudziak's Boston Stock Exchange Experience September 2001 - October 2005
Job Software Quality Assurance Analyst at Citi
Industry Information Technology and Services
Experience
Citi October 2005 - Present
Boston Stock Exchange September 2001 - October 2005
MRO Software Inc - IBM September 1998 - September 2001
Skills
Quality Assurance, SDLC, Testing, Test Automation, Regression Testing, Test Cases, Data Migration, Unix, Solaris, Equities, Oracle, SQL, Market Data, Business Analysis, XML, Integration, Project Management, Databases, Visio, Software Quality..., Test Planning, Business Process
Education
University of Massachusetts at Lowell 1988 — 1993
Industrial Engineering
Citi October 2005 - Present
Boston Stock Exchange September 2001 - October 2005
MRO Software Inc - IBM September 1998 - September 2001
Skills
Quality Assurance, SDLC, Testing, Test Automation, Regression Testing, Test Cases, Data Migration, Unix, Solaris, Equities, Oracle, SQL, Market Data, Business Analysis, XML, Integration, Project Management, Databases, Visio, Software Quality..., Test Planning, Business Process
Education
University of Massachusetts at Lowell 1988 — 1993
Industrial Engineering
John Silveria John Silveria's Boston Stock Exchange Experience 1993 - 1994
Job
Industry Higher Education
Experience
Suffolk University July 2006 - Present
Northeastern University May 2006 - Present
Northeastern University March 2002 - June 2006
Student Advantage 2001 - 2001
edu.com 2000 - 2000
Boston University 1997 - 2000
Squad 16 1995 - 1996
boston stock exchange 1993 - 1994
Skills
Workshop Facilitation, Teamwork, Leadership Development, Situational Leadership, Student Affairs, Student Development, Student Leadership, Higher Education..., Teaching, Enrollment Management, Public Speaking, Research, Student Engagement, Academia, Alumni Relations, Higher Education, SurveyMonkey, Instructional Design, Resume Writing, Program Development, Fundraising, Leadership, Grant Writing, Staff Development, Program Evaluation, Program Management, E-Learning, Community Outreach, Curriculum Development, Campus, Event Planning, Social Media, Nonprofits
Education
Boston University - School of Management 2000 — 2003
MBA
Suffolk University 1996 — 1997
M. Ed.
University of Massachusetts, Amherst 1987 — 1992
BA
Lowell High School 1983 — 1987
Suffolk University July 2006 - Present
Northeastern University May 2006 - Present
Northeastern University March 2002 - June 2006
Student Advantage 2001 - 2001
edu.com 2000 - 2000
Boston University 1997 - 2000
Squad 16 1995 - 1996
boston stock exchange 1993 - 1994
Skills
Workshop Facilitation, Teamwork, Leadership Development, Situational Leadership, Student Affairs, Student Development, Student Leadership, Higher Education..., Teaching, Enrollment Management, Public Speaking, Research, Student Engagement, Academia, Alumni Relations, Higher Education, SurveyMonkey, Instructional Design, Resume Writing, Program Development, Fundraising, Leadership, Grant Writing, Staff Development, Program Evaluation, Program Management, E-Learning, Community Outreach, Curriculum Development, Campus, Event Planning, Social Media, Nonprofits
Education
Boston University - School of Management 2000 — 2003
MBA
Suffolk University 1996 — 1997
M. Ed.
University of Massachusetts, Amherst 1987 — 1992
BA
Lowell High School 1983 — 1987
Jamie Szal Jamie Szal's Boston Stock Exchange Experience May 2008 - August 2008
Job Counsel at Massachusetts Department of Revenue, Litigation Bureau
Industry Law Practice
Experience
Massachusetts Department of Revenue April 2013 - Present
Massachusetts Department of Revenue, Office of Appeals December 2011 - March 2013
Massachusetts Department of Revenue, Litigation Bureau December 2008 - November 2011
Grahall Partners, LLC May 2011 - October 2011
Northeastern University June 2009 - December 2009
NASDAQ OMX Group, LLC August 2008 - December 2008
Boston Stock Exchange May 2008 - August 2008
United States Securities and Exchange Commission December 2007 - February 2008
New England Legal Foundation May 2007 - August 2007
Katz & Seligman October 2004 - August 2006
Skills
Tax Law, Legal Research, Litigation, Appeals, Corporate Law, Legal Writing, Contract Negotiation, Corporate Governance, International Business..., Tax Controversy, Administrative Law, Trials, Civil Litigation, Legal Issues, Pleadings, Corporate Tax, Lexis, Document Drafting, Dispute Resolution, Hearings, Westlaw, Alternative Dispute..., Depositions, Trial Practice, Legal Compliance, Motions, Legislative Research, Policy Analysis, Financial Analysis, Mediation, Research, Tax
Education
Georgetown University Law Center 2012 — 2015
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 2012 — 2013
Certificate in State and Local Taxation, Tax Law/Taxation
Northeastern University Law Journal 2007 — 2009
Northeastern University School of Law 2006 — 2009
J.D., Securities, Financial Services, Business and Corporate Law, Litigation
Trinity College-Hartford 2002 — 2006
B.A., International Studies- Middle East and Africa
Massachusetts Department of Revenue April 2013 - Present
Massachusetts Department of Revenue, Office of Appeals December 2011 - March 2013
Massachusetts Department of Revenue, Litigation Bureau December 2008 - November 2011
Grahall Partners, LLC May 2011 - October 2011
Northeastern University June 2009 - December 2009
NASDAQ OMX Group, LLC August 2008 - December 2008
Boston Stock Exchange May 2008 - August 2008
United States Securities and Exchange Commission December 2007 - February 2008
New England Legal Foundation May 2007 - August 2007
Katz & Seligman October 2004 - August 2006
Skills
Tax Law, Legal Research, Litigation, Appeals, Corporate Law, Legal Writing, Contract Negotiation, Corporate Governance, International Business..., Tax Controversy, Administrative Law, Trials, Civil Litigation, Legal Issues, Pleadings, Corporate Tax, Lexis, Document Drafting, Dispute Resolution, Hearings, Westlaw, Alternative Dispute..., Depositions, Trial Practice, Legal Compliance, Motions, Legislative Research, Policy Analysis, Financial Analysis, Mediation, Research, Tax
Education
Georgetown University Law Center 2012 — 2015
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 2012 — 2013
Certificate in State and Local Taxation, Tax Law/Taxation
Northeastern University Law Journal 2007 — 2009
Northeastern University School of Law 2006 — 2009
J.D., Securities, Financial Services, Business and Corporate Law, Litigation
Trinity College-Hartford 2002 — 2006
B.A., International Studies- Middle East and Africa
Steve Klatt Steve Klatt's Boston Stock Exchange Experience 1983 - 2003
Job Manager, Controller at M2 Service Group
Industry Facilities Services
Experience
M2 Service Group May 2014 - Present
Steve Klatt January 2012 - Present
InfoEx October 2007 - October 2012
Pure Trading July 2004 - April 2007
Moors & Cabot July 1999 - June 2004
Boston Stock Exchange 1983 - 2003
Dresdner Securities November 1983 - July 1999
Skills
Hedge Funds, Equity Trading, Trading Systems, Trading, Financial Services, Financial Markets, Capital Markets, Equities, Risk Management, Electronic Trading, Asset Management, Alternative Investments, Series 7, Securities, Fixed Income, Management, Operations Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1983
M2 Service Group May 2014 - Present
Steve Klatt January 2012 - Present
InfoEx October 2007 - October 2012
Pure Trading July 2004 - April 2007
Moors & Cabot July 1999 - June 2004
Boston Stock Exchange 1983 - 2003
Dresdner Securities November 1983 - July 1999
Skills
Hedge Funds, Equity Trading, Trading Systems, Trading, Financial Services, Financial Markets, Capital Markets, Equities, Risk Management, Electronic Trading, Asset Management, Alternative Investments, Series 7, Securities, Fixed Income, Management, Operations Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1983
Kathleen Kennedy McHallam's Boston Stock Exchange Experience 1990 - 1995
Job Recruiter for the MD/VA Market.
Industry Human Resources
Experience
Manpower November 2014 - Present
ManpowerGroup 2013 - Present
Charles County Government February 2011 - July 2012
Rainbow Outsourcing November 2005 - September 2009
LPL Financial Services March 1997 - December 2000
Bank of Boston September 1994 - October 1997
Boston Stock Exchange 1990 - 1995
Skills
Management, Human Resources, PowerPoint, Customer Service, Event Planning, Administrative..., Payroll, Administration, Customer Satisfaction, Public Speaking, Recruiting, Interviews, Employee Benefits, Invoicing, Fundraising, Microsoft Office, Outlook, Temporary Placement, Microsoft Word, Leadership, Strategic Planning, Administrative...
Education
Salve Regina University 1984 — 1988
Bachelor of Science (BS), Elementary Education and Teaching
Duxbury High School
Manpower November 2014 - Present
ManpowerGroup 2013 - Present
Charles County Government February 2011 - July 2012
Rainbow Outsourcing November 2005 - September 2009
LPL Financial Services March 1997 - December 2000
Bank of Boston September 1994 - October 1997
Boston Stock Exchange 1990 - 1995
Skills
Management, Human Resources, PowerPoint, Customer Service, Event Planning, Administrative..., Payroll, Administration, Customer Satisfaction, Public Speaking, Recruiting, Interviews, Employee Benefits, Invoicing, Fundraising, Microsoft Office, Outlook, Temporary Placement, Microsoft Word, Leadership, Strategic Planning, Administrative...
Education
Salve Regina University 1984 — 1988
Bachelor of Science (BS), Elementary Education and Teaching
Duxbury High School
Chris Bruderman Chris Bruderman's Boston Stock Exchange Experience June 2002 - August 2002
Job financial representative
Industry Financial Services
Experience
Self Employed Financial Services November 2011 - Present
VANITY EVENTS HOLDING GROUP June 2009 - June 2010
Jefferies & Company May 2003 - December 2008
JEFFERIES EXECUTION SERVICES, INCORPORATED May 2003 - December 2008
Boston Stock Exchange June 2002 - August 2002
Boston Stock Exchange June 2002 - August 2002
Skills
Investor Relations, Private Placements, Team Oriented, Investments, Equities, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Asset Management
Education
University of Connecticut 1998 — 2003
BS, Accounting
Westminster Boarding School 1994 — 1998
high school diploma
Fairfield Country Day School 1989 — 1997
Self Employed Financial Services November 2011 - Present
VANITY EVENTS HOLDING GROUP June 2009 - June 2010
Jefferies & Company May 2003 - December 2008
JEFFERIES EXECUTION SERVICES, INCORPORATED May 2003 - December 2008
Boston Stock Exchange June 2002 - August 2002
Boston Stock Exchange June 2002 - August 2002
Skills
Investor Relations, Private Placements, Team Oriented, Investments, Equities, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Income..., Asset Management
Education
University of Connecticut 1998 — 2003
BS, Accounting
Westminster Boarding School 1994 — 1998
high school diploma
Fairfield Country Day School 1989 — 1997
Vincent Tarantino Vincent Tarantino's Boston Stock Exchange Experience May 2005 - October 2006
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte January 2014 - Present
Citi July 2010 - January 2014
Deloitte & Touche LLP October 2006 - July 2010
Boston Stock Exchange May 2005 - October 2006
Philadelphia Stock Exchange 1998 - 2005
United States Air Force May 1992 - November 1997
Skills
Financial Risk, Financial Services, Hedge Funds, Options, Capital Markets, Program Management, Risk Management, Management Consulting, Business Analysis, Financial Analysis, Mergers & Acquisitions, Due Diligence, Enterprise Risk..., Strategy, Banking, Operational Risk..., Business Process..., Securities, Financial Modeling
Education
University of LaVerne 1994 — 2000
Master of Science (MS), Business Organizational Management
United States Air Force Academy 1988 — 1992
Bachelor of Science (B.S.), Management
Deloitte January 2014 - Present
Citi July 2010 - January 2014
Deloitte & Touche LLP October 2006 - July 2010
Boston Stock Exchange May 2005 - October 2006
Philadelphia Stock Exchange 1998 - 2005
United States Air Force May 1992 - November 1997
Skills
Financial Risk, Financial Services, Hedge Funds, Options, Capital Markets, Program Management, Risk Management, Management Consulting, Business Analysis, Financial Analysis, Mergers & Acquisitions, Due Diligence, Enterprise Risk..., Strategy, Banking, Operational Risk..., Business Process..., Securities, Financial Modeling
Education
University of LaVerne 1994 — 2000
Master of Science (MS), Business Organizational Management
United States Air Force Academy 1988 — 1992
Bachelor of Science (B.S.), Management
Lisa Hamblin Lisa Hamblin's Boston Stock Exchange Experience November 1999 - September 2007
Job Executive Assistant at Codman Square Health Center
Industry Executive Office
Experience
Codman Square Health Center Executive AssistantCodman Square Health CenterJanuary 2011 - Present
A.T. Kearney March 2010 - December 2010
Boston Stock Exchange November 1999 - September 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Leadership, Teaching, Community Outreach, Grant Writing, Nonprofits, Program Development
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
MSc., Anthropology
Lesley University 1992 — 1996
BSc, Management
Codman Square Health Center Executive AssistantCodman Square Health CenterJanuary 2011 - Present
A.T. Kearney March 2010 - December 2010
Boston Stock Exchange November 1999 - September 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Leadership, Teaching, Community Outreach, Grant Writing, Nonprofits, Program Development
Education
The London School of Economics and Political Science (LSE) 1996 — 1997
MSc., Anthropology
Lesley University 1992 — 1996
BSc, Management
Don Mikulec's Boston Stock Exchange Experience August 1993 - August 1998
Job Support Analyst at Clarks
Industry Financial Services
Experience
Clarks April 2014 - Present
Eliassen Group October 2009 - December 2012
Softworld 2007 - June 2009
JP Morgan Invest 2003 - 2006
JP MorganChase (JP MorganInvest)(formerly Brown and Company) 2003 - 2006
Brown & Co / JPMorgan Invest August 1998 - December 2002
Boston Stock Exchange August 1993 - August 1998
Skills
Unix, XML, Business Analysis, Databases, Software Documentation, Business Intelligence, Access, Java, Oracle, Quality Assurance, Testing, SQL, COBOL, SDLC, Enterprise Architecture, Systems Analysis, Perl, Integration, Windows Server, Linux, Solaris, Requirements Analysis, Web Applications, Enterprise Software, Windows, Program Management, Analysis, Visio, Agile Methodologies, Sybase, Requirements Gathering, SharePoint, Software Project..., Eclipse, Microsoft SQL Server, Disaster Recovery, User Acceptance Testing, Vendor Management, Production Support, Software Development, Data Warehousing
Education
Keene State College 1983 — 1987
Bachelor of Science (B.S.), Computer-Management
Clarks April 2014 - Present
Eliassen Group October 2009 - December 2012
Softworld 2007 - June 2009
JP Morgan Invest 2003 - 2006
JP MorganChase (JP MorganInvest)(formerly Brown and Company) 2003 - 2006
Brown & Co / JPMorgan Invest August 1998 - December 2002
Boston Stock Exchange August 1993 - August 1998
Skills
Unix, XML, Business Analysis, Databases, Software Documentation, Business Intelligence, Access, Java, Oracle, Quality Assurance, Testing, SQL, COBOL, SDLC, Enterprise Architecture, Systems Analysis, Perl, Integration, Windows Server, Linux, Solaris, Requirements Analysis, Web Applications, Enterprise Software, Windows, Program Management, Analysis, Visio, Agile Methodologies, Sybase, Requirements Gathering, SharePoint, Software Project..., Eclipse, Microsoft SQL Server, Disaster Recovery, User Acceptance Testing, Vendor Management, Production Support, Software Development, Data Warehousing
Education
Keene State College 1983 — 1987
Bachelor of Science (B.S.), Computer-Management
Josefina O'Neil's Boston Stock Exchange Experience 2001 - 2007
Job Discovery Solutions Coordinator
Industry Information Services
Experience
EBSCO Information Services January 2014 - Present
EBSCO Information Services February 2012 - January 2014
EBSCO Publishing October 2011 - February 2012
EBSCO Publishing 2008 - 2009
Boston Stock Exchange 2001 - 2007
PNC 1999 - 2000
Andersen Consulting 1996 - 1999
Skills
Account Management, Lead Generation, Sales Process, Sales Management, New Business Development, Sales, Direct Sales, Cold Calling, Competitive Analysis
Education
Harvard University 1999 — 2000
Course, Information Technology Project Management
Universidad Tecnológica Nacional 1991 — 1996
Engineer's degree, Information Technology
EBSCO Information Services January 2014 - Present
EBSCO Information Services February 2012 - January 2014
EBSCO Publishing October 2011 - February 2012
EBSCO Publishing 2008 - 2009
Boston Stock Exchange 2001 - 2007
PNC 1999 - 2000
Andersen Consulting 1996 - 1999
Skills
Account Management, Lead Generation, Sales Process, Sales Management, New Business Development, Sales, Direct Sales, Cold Calling, Competitive Analysis
Education
Harvard University 1999 — 2000
Course, Information Technology Project Management
Universidad Tecnológica Nacional 1991 — 1996
Engineer's degree, Information Technology
Sharon O'Donnell's Boston Stock Exchange Experience 1999 - 2000
Job QA Engineer in transition
Industry Financial Services
Experience
Vestmark January 2015 - August 2015
Liberty Mutual January 2011 - November 2014
Fidelity Investments August 2001 - September 2010
WorldStreet Corporation 1999 - 2001
Boston Stock Exchange 1999 - 2000
Thomson Financial 1993 - 1999
Skills
Agile Methodologies, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Software Project..., Requirements Gathering, SQL
Education
Babson College 1980 — 1984
BS, Finance, General
Babson College
Vestmark January 2015 - August 2015
Liberty Mutual January 2011 - November 2014
Fidelity Investments August 2001 - September 2010
WorldStreet Corporation 1999 - 2001
Boston Stock Exchange 1999 - 2000
Thomson Financial 1993 - 1999
Skills
Agile Methodologies, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Software Project..., Requirements Gathering, SQL
Education
Babson College 1980 — 1984
BS, Finance, General
Babson College
Dmitriy Lee Dmitriy Lee's Boston Stock Exchange Experience August 2003 - July 2006
Job Data Architect at Pleeco, Inc.
Industry Computer Software
Experience
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Pleeco, Inc. October 2013 - Present
Fish & Richardson P.C. September 2013 - March 2014
Eaton Vance April 2011 - July 2013
Wellington Management April 2010 - April 2011
Citizens Bank February 2009 - August 2010
Fidelity Investments, Strategic Advisers July 2006 - December 2008
Boston Stock Exchange August 2003 - July 2006
Ibis Consulting January 2004 - December 2005
Boston Stock Exchange May 2002 - August 2003
NORAD (North Atlantic Distribution) December 2001 - May 2002
Skills
Data Warehousing, SSIS, ETL, Data Modeling, Database Design, T-SQL, Data Integration, Microsoft SQL Server, Data Migration, PL/SQL, Erwin, Business Intelligence, Performance Tuning, Database Triggers, ER/Studio, Stored Procedures, PowerDesigner, Oracle, Data Architecture, Dimensional Modeling, SDLC, SQL, SQL Tuning, ASP.NET, Enterprise Architecture, Master Data Management, Business Requirements, SSRS, Data Warehouse..., Relational Databases, Software Development, Requirements Gathering, Eagle PACE, Software Engineering, Web Services, C#, Business Analysis, Data Governance, Normalization, RDBMS, OLTP, OLAP, Reporting & Analysis, Databases, Informatica, Cassandra, SOA, RDF, OWL, Software Project...
Education
Tomsk State University 1989 — 1995
Master of Science, Physics
Pia Mellios's Boston Stock Exchange Experience September 2003 - November 2004
Job
Industry Investment Management
Experience
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
MFS Investment Management April 2011 - Present
Brown Brothers Harriman January 2008 - March 2011
State Street June 2007 - January 2008
State Street March 2006 - May 2007
Boston Stock Exchange September 2003 - November 2004
Skills
Greek Fluency, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Accounting, Negotiation, Analysis, Portfolio Management, Licensed Real Estate..., Fixed Income, Leadership, Management, Sales, Bloomberg, Finance
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Harvard University
Master’s Degree, Finance, General
Bart O'Connor Bart O'Connor's Boston Stock Exchange Experience April 1993 - January 1994
Job Asset Management
Industry Investment Management
Experience
Bernzott Capital Advisors June 2015 - Present
Monarch Partners Asset Management LLC April 2014 - December 2014
Cadence Capital Management December 1994 - December 2013
Fidelity Capital Markets January 1994 - November 1994
Boston Stock Exchange April 1993 - January 1994
Jefferies November 1992 - April 1993
Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General
Bernzott Capital Advisors June 2015 - Present
Monarch Partners Asset Management LLC April 2014 - December 2014
Cadence Capital Management December 1994 - December 2013
Fidelity Capital Markets January 1994 - November 1994
Boston Stock Exchange April 1993 - January 1994
Jefferies November 1992 - April 1993
Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General
Stacey A. Ward Stacey A. Ward's Boston Stock Exchange Experience May 2007 - August 2008
Job SVP & General Counsel, Bridgeline Digital, Inc.
Industry Legal Services
Experience
Bridgeline Digital August 2013 - Present
NASDAQ OMX May 2007 - June 2012
Boston Stock Exchange May 2007 - August 2008
Clark, Hunt & Embry March 2004 - May 2007
Legal Advisor's Office, Boston Police Department 2002 - 2003
New York County District Attorney's Office 1997 - 1999
Skills
Legal Writing, Securities Regulation, Litigation, Securities, Corporate Governance, Management, Legal Assistance, Appeals, Corporate Law, Civil Litigation, Employment Law, Mediation, Mergers & Acquisitions, Commercial Litigation, Intellectual Property, Due Diligence, Analysis, Courts, Capital Markets, Equities, Licensing
Education
New England Law Boston (f/k/a New England School of Law) 2000 — 2003
Juris Doctorate, Law
Fordham University 1993 — 1997
BA, ECONOMICS, minor in Business
Nauset Regional High School
Bridgeline Digital August 2013 - Present
NASDAQ OMX May 2007 - June 2012
Boston Stock Exchange May 2007 - August 2008
Clark, Hunt & Embry March 2004 - May 2007
Legal Advisor's Office, Boston Police Department 2002 - 2003
New York County District Attorney's Office 1997 - 1999
Skills
Legal Writing, Securities Regulation, Litigation, Securities, Corporate Governance, Management, Legal Assistance, Appeals, Corporate Law, Civil Litigation, Employment Law, Mediation, Mergers & Acquisitions, Commercial Litigation, Intellectual Property, Due Diligence, Analysis, Courts, Capital Markets, Equities, Licensing
Education
New England Law Boston (f/k/a New England School of Law) 2000 — 2003
Juris Doctorate, Law
Fordham University 1993 — 1997
BA, ECONOMICS, minor in Business
Nauset Regional High School
Nat Evarts Nat Evarts's Boston Stock Exchange Experience February 1995 - March 1996
Job Managing Director, Head of Trading Americas at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2009 - Present
State Street Global Advisors April 1998 - March 2009
Fidelity Capital Markets April 1996 - April 1998
Boston Stock Exchange February 1995 - March 1996
Gruntal & Co INC February 1994 - December 1994
Skills
Asset Managment, Microsoft Excel, Hedge Funds, Valuation, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Strategic Planning, Mutual Funds, Derivatives, Business Strategy, Asset Allocation, Trading, Investment Strategies, Financial Markets, Equity Research, Series 7, Investment Advisory, Investment Management, Investments, Equities, Securities, ETFs, Building Relationships, Innovation, Business Process..., Management, Communication, Visual Communication, Solution Development, Client Development, Asset Management, Options, Electronic Trading, Bonds, Capital Markets, Emerging Markets, Program Trading, Commodity, FX trading, Institutional, Volatility, Trading System, Foreign Exchange, Bloomberg Terminal, Market Structure, Trading Strategies
Education
Paul Smith's College 1990 — 1992
Kimball Union Academy 1986 — 1989
Cardigan Mountain School 1983 — 1986
State Street Global Advisors March 2009 - Present
State Street Global Advisors April 1998 - March 2009
Fidelity Capital Markets April 1996 - April 1998
Boston Stock Exchange February 1995 - March 1996
Gruntal & Co INC February 1994 - December 1994
Skills
Asset Managment, Microsoft Excel, Hedge Funds, Valuation, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Strategic Planning, Mutual Funds, Derivatives, Business Strategy, Asset Allocation, Trading, Investment Strategies, Financial Markets, Equity Research, Series 7, Investment Advisory, Investment Management, Investments, Equities, Securities, ETFs, Building Relationships, Innovation, Business Process..., Management, Communication, Visual Communication, Solution Development, Client Development, Asset Management, Options, Electronic Trading, Bonds, Capital Markets, Emerging Markets, Program Trading, Commodity, FX trading, Institutional, Volatility, Trading System, Foreign Exchange, Bloomberg Terminal, Market Structure, Trading Strategies
Education
Paul Smith's College 1990 — 1992
Kimball Union Academy 1986 — 1989
Cardigan Mountain School 1983 — 1986
Joe Masters Joe Masters's Boston Stock Exchange Experience 1992 - 1995
Job Vice President at Clancy Financial Services
Industry Financial Services
Experience
East Side Escalades Basketball Club November 2014 - Present
Clancy Financial Services February 2013 - Present
Griswold and Co. September 2009 - February 2013
Tradition Asiel Securities 2003 - 2009
ABN AMRO 2000 - 2002
Citi 1997 - 2000
Prudential Securities 1995 - 1997
Boston Stock Exchange 1992 - 1995
Skills
Equities, Equity Trading, Trading Systems, Series 7, Trading, Securities, Capital Markets, Electronic Trading, Series 63, Hedge Funds, Bloomberg, Prime Brokerage, Life Insurance, Health Insurance, Accident Insurance
Education
Ithaca College 1988 — 1992
business
East Side Escalades Basketball Club November 2014 - Present
Clancy Financial Services February 2013 - Present
Griswold and Co. September 2009 - February 2013
Tradition Asiel Securities 2003 - 2009
ABN AMRO 2000 - 2002
Citi 1997 - 2000
Prudential Securities 1995 - 1997
Boston Stock Exchange 1992 - 1995
Skills
Equities, Equity Trading, Trading Systems, Series 7, Trading, Securities, Capital Markets, Electronic Trading, Series 63, Hedge Funds, Bloomberg, Prime Brokerage, Life Insurance, Health Insurance, Accident Insurance
Education
Ithaca College 1988 — 1992
business
Joy Waugh Joy Waugh's Boston Stock Exchange Experience 2002 - 2004
Job Founder & Principal at Willow Beans
Industry Consumer Goods
Experience
AEW Capital Management 2002 - 2004
Boston Stock Exchange 2002 - 2004
Education
Salve Regina University 1997 — 2001
Bachelor's degree, Information Science/Studies Business Administration
AEW Capital Management 2002 - 2004
Boston Stock Exchange 2002 - 2004
Education
Salve Regina University 1997 — 2001
Bachelor's degree, Information Science/Studies Business Administration
Wayne Izzy's Boston Stock Exchange Experience September 1997 - August 2007
Job Data Center Coordinator at Mitre Corporation
Industry Information Technology and Services
Experience
Boston Stock Exchange September 1997 - August 2007
Skills
Process Improvement, Excel, TCP/IP, Microsoft Office, Customer Relations, Word, Data Center, Unix, Contract Negotiation, Active Directory, Vendor Management, Customer Service, DNS, Linux, HTML, Windows, Inventory Management, Access, PowerPoint, Writing, Editing, English, Outlook, Change Management, VMware, Quality Assurance, Java, SDLC, Business Analysis, Backup Solutions, Integration
Education
Bunker Hill Community College 1990 — 1996
Associates Degree Computer Information systems, Computer Science
Bunker Hill Community College
Boston Stock Exchange September 1997 - August 2007
Skills
Process Improvement, Excel, TCP/IP, Microsoft Office, Customer Relations, Word, Data Center, Unix, Contract Negotiation, Active Directory, Vendor Management, Customer Service, DNS, Linux, HTML, Windows, Inventory Management, Access, PowerPoint, Writing, Editing, English, Outlook, Change Management, VMware, Quality Assurance, Java, SDLC, Business Analysis, Backup Solutions, Integration
Education
Bunker Hill Community College 1990 — 1996
Associates Degree Computer Information systems, Computer Science
Bunker Hill Community College
John Linares John Linares's Boston Stock Exchange Experience May 2006 - June 2007
Job General Counsel at LeveL ATS
Industry Financial Services
Experience
LeveL ATS January 2010 - Present
Bingham McCutchen June 2007 - December 2009
Boston Stock Exchange May 2006 - June 2007
Fidelity Investments December 2003 - May 2006
Skills
Securities Regulation, Corporate Governance, Securities, Licensing, Corporate Law, Litigation, Mergers, Commercial Litigation, Private Equity, Real Estate, Legal Writing, Legal Research, Intellectual Property, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Bankruptcy, Legal Assistance, Due Diligence, Acquisitions, Software Licensing, Contract Law, SEC, Arbitration, Securities Litigation, Document Review, Litigation Support, Legal Compliance, Civil Litigation, Trade Secrets, Trademarks, Equities, Real Estate Transactions, International Law, Patent Litigation, Alternative Dispute..., Dispute Resolution, Cross-border..., Contract Negotiation, Estate Planning, Appeals, Immigration Law, Patents
Education
Northeastern University School of Law 1999 — 2002
JD
Bridgewater State College 1996 — 1998
Bachelor of Science, Physical Education
LeveL ATS January 2010 - Present
Bingham McCutchen June 2007 - December 2009
Boston Stock Exchange May 2006 - June 2007
Fidelity Investments December 2003 - May 2006
Skills
Securities Regulation, Corporate Governance, Securities, Licensing, Corporate Law, Litigation, Mergers, Commercial Litigation, Private Equity, Real Estate, Legal Writing, Legal Research, Intellectual Property, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Bankruptcy, Legal Assistance, Due Diligence, Acquisitions, Software Licensing, Contract Law, SEC, Arbitration, Securities Litigation, Document Review, Litigation Support, Legal Compliance, Civil Litigation, Trade Secrets, Trademarks, Equities, Real Estate Transactions, International Law, Patent Litigation, Alternative Dispute..., Dispute Resolution, Cross-border..., Contract Negotiation, Estate Planning, Appeals, Immigration Law, Patents
Education
Northeastern University School of Law 1999 — 2002
JD
Bridgewater State College 1996 — 1998
Bachelor of Science, Physical Education
Daniel Nole's Boston Stock Exchange Experience 1996 - 1997
Job VP of Finance & Administration
Industry Telecommunications
Experience
BluePrint Technologies 2010 - Present
Xasax Corporation May 2008 - August 2009
FTEN, Inc. August 2007 - April 2008
Portware, LLC January 2005 - July 2007
Vie Financial/Piper Jaffray 2003 - 2005
NYFIX Millennium, NYFIX Transaction Services & NYFIX Clearing Corp. 1999 - 2003
K&S, Inc., A Boston Stock Exchange Specialist Firm 1997 - 1999
Boston Stock Exchange 1996 - 1997
Ernst & Young, International 1989 - 1991
Skills
Equities, Trading Systems, Options, Sales, Investments, Financial Markets, Portfolio Management, Asset Management, Finance, Market Data, Electronic Trading, Capital Markets, Trading, Financial Services, Securities, Hedge Funds, Financial Modeling, Series 7, FX Options, Mergers & Acquisitions, Risk Management, Financial Analysis, Investment Banking, Derivatives
Education
NYU Stern School of Business 1989 — 1990
Master of Science
Colgate University 1985 — 1989
Bachelor of Arts
The Hill School 1984 — 1985
BluePrint Technologies 2010 - Present
Xasax Corporation May 2008 - August 2009
FTEN, Inc. August 2007 - April 2008
Portware, LLC January 2005 - July 2007
Vie Financial/Piper Jaffray 2003 - 2005
NYFIX Millennium, NYFIX Transaction Services & NYFIX Clearing Corp. 1999 - 2003
K&S, Inc., A Boston Stock Exchange Specialist Firm 1997 - 1999
Boston Stock Exchange 1996 - 1997
Ernst & Young, International 1989 - 1991
Skills
Equities, Trading Systems, Options, Sales, Investments, Financial Markets, Portfolio Management, Asset Management, Finance, Market Data, Electronic Trading, Capital Markets, Trading, Financial Services, Securities, Hedge Funds, Financial Modeling, Series 7, FX Options, Mergers & Acquisitions, Risk Management, Financial Analysis, Investment Banking, Derivatives
Education
NYU Stern School of Business 1989 — 1990
Master of Science
Colgate University 1985 — 1989
Bachelor of Arts
The Hill School 1984 — 1985
Ray Bourgoin's Boston Stock Exchange Experience April 2002 - April 2008
Job
Industry Computer & Network Security
Experience
Dell May 2008 - Present
Boston Stock Exchange April 2002 - April 2008
CommTel May 2001 - April 2002
NaviSite, Inc. September 1998 - May 2001
UNIFI Communications October 1997 - September 1998
Education
University of Rhode Island 1979 — 1981
Computer Science
Providence College 1967 — 1971
BA, English, Physics, Math
Dell May 2008 - Present
Boston Stock Exchange April 2002 - April 2008
CommTel May 2001 - April 2002
NaviSite, Inc. September 1998 - May 2001
UNIFI Communications October 1997 - September 1998
Education
University of Rhode Island 1979 — 1981
Computer Science
Providence College 1967 — 1971
BA, English, Physics, Math
Scott Bornstein's Boston Stock Exchange Experience September 1991 - June 1993
Job Vice President Applications and Systems Analysis at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
Neeraj Khurana's Boston Stock Exchange Experience 1999 - 2001
Job
Industry Information Technology and Services
Experience
Boston Stock Exchange 1999 - 2001
State Street Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
IT Strategy, Business Intelligence, Software Project..., Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Pre-sales, Team Management, Cloud Computing, Data Warehousing, Outsourcing, Management Consulting, CRM, Integration
Education
California State University-Dominguez Hills
MBA
University of Pune
B.Tech., Computer Sc.
Vidya Nikaten
Vidya Nikaten
Boston Stock Exchange 1999 - 2001
State Street Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
IT Strategy, Business Intelligence, Software Project..., Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Pre-sales, Team Management, Cloud Computing, Data Warehousing, Outsourcing, Management Consulting, CRM, Integration
Education
California State University-Dominguez Hills
MBA
University of Pune
B.Tech., Computer Sc.
Vidya Nikaten
Vidya Nikaten
Ryan Van Epps's Boston Stock Exchange Experience July 2007 - December 2007
Job Sr. Business Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual February 2012 - Present
Omgeo January 2008 - March 2012
Boston Stock Exchange July 2007 - December 2007
Investors Bank & Trust June 2005 - July 2007
Gillette 2002 - 2003
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, Visio, Business Requirements, Requirements Gathering, User Acceptance Testing, Integration, Business Process
Education
Northeastern University 1998 — 2003
Liberty Mutual February 2012 - Present
Omgeo January 2008 - March 2012
Boston Stock Exchange July 2007 - December 2007
Investors Bank & Trust June 2005 - July 2007
Gillette 2002 - 2003
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, Visio, Business Requirements, Requirements Gathering, User Acceptance Testing, Integration, Business Process
Education
Northeastern University 1998 — 2003
Emily Dwinnells's Boston Stock Exchange Experience 2004 - 2005
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture Strategy 2012 - Present
University of Michigan, Ross School of Business August 2009 - April 2012
Citi June 2011 - September 2011
Rainforest Alliance 2008 - 2009
Kellogg Capital Group 2005 - 2008
Boston Stock Exchange 2004 - 2005
Investor Group Services 2003 - 2004
AmeriCorps 2001 - 2002
Skills
Impact Investing, Sustainability, Social Entrepreneurship, Financial Analysis, Financial Modeling, Data Analysis, Strategy, Business Strategy, Non-profits, Strategic Planning, Management Consulting, Research, Project Management, International..., Corporate Social..., Market Research, Nonprofits, Innovation Research, Entrepreneurship, Program Management, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Sustainable Operations and Finance
University of Michigan 2009 — 2012
Master's Degree, Environmental Science & Policy
Kenyon College
BA, International Studies, Development, Political Science
University of St. Andrews
St. Pauls School
Accenture Strategy 2012 - Present
University of Michigan, Ross School of Business August 2009 - April 2012
Citi June 2011 - September 2011
Rainforest Alliance 2008 - 2009
Kellogg Capital Group 2005 - 2008
Boston Stock Exchange 2004 - 2005
Investor Group Services 2003 - 2004
AmeriCorps 2001 - 2002
Skills
Impact Investing, Sustainability, Social Entrepreneurship, Financial Analysis, Financial Modeling, Data Analysis, Strategy, Business Strategy, Non-profits, Strategic Planning, Management Consulting, Research, Project Management, International..., Corporate Social..., Market Research, Nonprofits, Innovation Research, Entrepreneurship, Program Management, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Sustainable Operations and Finance
University of Michigan 2009 — 2012
Master's Degree, Environmental Science & Policy
Kenyon College
BA, International Studies, Development, Political Science
University of St. Andrews
St. Pauls School
Pam Woodruff's Boston Stock Exchange Experience 1990 - 1991
Job Executive Director, Equity Sales Trading at Olivetree Financial
Industry Financial Services
Experience
Olivetree USA, LLC September 2015 - Present
Stephens Inc September 2000 - January 2015
Fahnestock & Company February 1999 - July 2000
Fidelity Investments, Fidelity Capital Markets July 1996 - January 1999
Nations Bank, NationSecurities July 1992 - July 1996
Fidelity Investments, Fidelity Capital Markets 1991 - 1992
Boston Stock Exchange 1990 - 1991
Kidder Peabody 1988 - 1990
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Hedge Funds, Investments, Securities, Series 63, Series 7, Asset Management, Alternative Investments, Trading, Electronic Trading
Education
St. Lawrence University 1984 — 1988
Bachelor’s Degree, English Language and Literature, General
Kent Place School 1980 — 1984
High School
Olivetree USA, LLC September 2015 - Present
Stephens Inc September 2000 - January 2015
Fahnestock & Company February 1999 - July 2000
Fidelity Investments, Fidelity Capital Markets July 1996 - January 1999
Nations Bank, NationSecurities July 1992 - July 1996
Fidelity Investments, Fidelity Capital Markets 1991 - 1992
Boston Stock Exchange 1990 - 1991
Kidder Peabody 1988 - 1990
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Hedge Funds, Investments, Securities, Series 63, Series 7, Asset Management, Alternative Investments, Trading, Electronic Trading
Education
St. Lawrence University 1984 — 1988
Bachelor’s Degree, English Language and Literature, General
Kent Place School 1980 — 1984
High School
Michelle Capriotti's Boston Stock Exchange Experience June 2005 - June 2006
Job BusinessOperations Analyst at Fidelity Investments
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - October 2014
Fidelity Investments August 2009 - September 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments April 2008 - August 2008
Fidelity Investments June 2006 - January 2008
Boston Stock Exchange June 2005 - June 2006
Skills
Finance, Accounting, Financial Modeling, Economics, Strategic Planning, Income Statement, Planning Budgeting &..., Analysis, Business Intelligence, Customer Service, Leadership, Problem Solving, Critical Thinking, Valuation, Visionary, Collaboration, Systems Analysis, Training, Business Analysis, Process Improvement, Vendor Management, Management, Financial Services, Financial Analysis
Education
Cambridge College 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.52
Stony Point
Brown Brothers Harriman July 2014 - October 2014
Fidelity Investments August 2009 - September 2012
Fidelity Investments August 2008 - August 2009
Fidelity Investments April 2008 - August 2008
Fidelity Investments June 2006 - January 2008
Boston Stock Exchange June 2005 - June 2006
Skills
Finance, Accounting, Financial Modeling, Economics, Strategic Planning, Income Statement, Planning Budgeting &..., Analysis, Business Intelligence, Customer Service, Leadership, Problem Solving, Critical Thinking, Valuation, Visionary, Collaboration, Systems Analysis, Training, Business Analysis, Process Improvement, Vendor Management, Management, Financial Services, Financial Analysis
Education
Cambridge College 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.52
Stony Point
Ed Lesser's Boston Stock Exchange Experience 1988 - 2005
Job SVP Finance and Operations, CFO at New England Conservatory
Industry Higher Education
Experience
New England Conservatory 2007 - Present
Boston Options Exchange 2005 - 2007
Boston Stock Exchange 1988 - 2005
Coopers and Lybrand 1983 - 1988
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
New England Conservatory 2007 - Present
Boston Options Exchange 2005 - 2007
Boston Stock Exchange 1988 - 2005
Coopers and Lybrand 1983 - 1988
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
David Hagen's Boston Stock Exchange Experience 1989 - 2003
Job Head of Product at Luminex Trading & Analytics LLC
Industry Financial Services
Experience
Luminex Trading & Analytics LLC August 2015 - Present
BSTA-Boston Securities Traders Association November 2012 - Present
Pico Quantitative Trading February 2015 - August 2015
Linedata 2010 - February 2015
Linedata Services January 2008 - February 2015
Linedata Services January 2006 - January 2008
Morgan Stanley 2005 - 2006
Pure Trading 2003 - 2005
Boston Stock Exchange 1989 - 2003
Skills
Trading Systems, Equities, Data Analysis, Electronic Trading, Trading, Order Management, Fixed Income, Equity Trading, Electronic Trading..., Trading Strategies, Asset Allocation, Wealth Management, FX trading, Relationship Management, Equity Derivatives, Portfolio Management, Market Data, Financial Markets, SaaS, Financial Services, Hedge Funds, Product Management, FX Options
Education
Gordon College 1985 — 1989
Economics
Lower Bucks Christian Academy 1980 — 1984
Luminex Trading & Analytics LLC August 2015 - Present
BSTA-Boston Securities Traders Association November 2012 - Present
Pico Quantitative Trading February 2015 - August 2015
Linedata 2010 - February 2015
Linedata Services January 2008 - February 2015
Linedata Services January 2006 - January 2008
Morgan Stanley 2005 - 2006
Pure Trading 2003 - 2005
Boston Stock Exchange 1989 - 2003
Skills
Trading Systems, Equities, Data Analysis, Electronic Trading, Trading, Order Management, Fixed Income, Equity Trading, Electronic Trading..., Trading Strategies, Asset Allocation, Wealth Management, FX trading, Relationship Management, Equity Derivatives, Portfolio Management, Market Data, Financial Markets, SaaS, Financial Services, Hedge Funds, Product Management, FX Options
Education
Gordon College 1985 — 1989
Economics
Lower Bucks Christian Academy 1980 — 1984
Daniel Joyce's Boston Stock Exchange Experience 2004 - 2008
Job CEO, Moors & Cabot, Inc.
Industry Financial Services
Experience
Moors & Cabot, Inc. 2006 - Present
Moors&Cabot 1996 - Present
Boston Stock Exchange 2004 - 2008
National Financial 1990 - 1995
Skills
Equities, Trading, Securities, Capital Markets, Equity Trading, Series 7, Bloomberg, Series 24, Valuation, Series 63, Mutual Funds, Investments, Options, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Portfolio Management, Fixed Income, Investment Strategies, Financial Services, Electronic Trading, Asset Allocation, Investment Management, Trading Systems, Bonds, Financial Markets
Education
University of Massachusetts Boston 1979 — 1982
BS, Finance and Financial Management Services
North Quincy High School 1969 — 1973
Moors & Cabot, Inc. 2006 - Present
Moors&Cabot 1996 - Present
Boston Stock Exchange 2004 - 2008
National Financial 1990 - 1995
Skills
Equities, Trading, Securities, Capital Markets, Equity Trading, Series 7, Bloomberg, Series 24, Valuation, Series 63, Mutual Funds, Investments, Options, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Portfolio Management, Fixed Income, Investment Strategies, Financial Services, Electronic Trading, Asset Allocation, Investment Management, Trading Systems, Bonds, Financial Markets
Education
University of Massachusetts Boston 1979 — 1982
BS, Finance and Financial Management Services
North Quincy High School 1969 — 1973
David Allyn's Boston Stock Exchange Experience 1997 - 2000
Job Director Sales at Knight Trading
Industry Financial Services
Experience
Knight Trading August 2012 - Present
Knight Capital Group 2005 - Present
Jefferies & Company 2001 - 2005
Boston Stock Exchange 1997 - 2000
Skills
Electronic Trading, ETFs, Equity Trading, Equities, Financial Services, Options, Financial Markets, Securities, Series 7, Prime Brokerage, Trading Systems, Trading, Bloomberg, Hedge Funds, Series 63, Capital Markets
Education
Babson College 1993 — 1997
bs
Knight Trading August 2012 - Present
Knight Capital Group 2005 - Present
Jefferies & Company 2001 - 2005
Boston Stock Exchange 1997 - 2000
Skills
Electronic Trading, ETFs, Equity Trading, Equities, Financial Services, Options, Financial Markets, Securities, Series 7, Prime Brokerage, Trading Systems, Trading, Bloomberg, Hedge Funds, Series 63, Capital Markets
Education
Babson College 1993 — 1997
bs
Stephen McGann's Boston Stock Exchange Experience 2003 - 2007
Job VP Professional Services and Client Services Groups at Satuit Technologies
Industry Information Technology and Services
Experience
Satuit Technologies January 2013 - Present
Satuit Technologies February 2010 - Present
AFS Financial Solutions - Softrax November 2009 - February 2010
Softrax Corporation July 2007 - November 2009
Boston Stock Exchange 2003 - 2007
Boston Stock Exchange April 2002 - April 2006
Boston Stock Exchange September 2000 - March 2002
Boston Stock Exchange September 1999 - September 2000
The LongView Group August 1998 - July 1999
Thomson Financial February 1998 - August 1998
Skills
SaaS, CRM, Project Management, Quality Assurance, Account Management, Operations Management, SDLC, Business Analysis, Salesforce.com, Process Improvement, Product Management, Enterprise Software, Integration, Business Intelligence, Management, Professional Services, Leadership, Solution Selling, Software Project..., Project Delivery
Education
Stonehill College 1990 — 1994
Westwood 1986 — 1990
Satuit Technologies January 2013 - Present
Satuit Technologies February 2010 - Present
AFS Financial Solutions - Softrax November 2009 - February 2010
Softrax Corporation July 2007 - November 2009
Boston Stock Exchange 2003 - 2007
Boston Stock Exchange April 2002 - April 2006
Boston Stock Exchange September 2000 - March 2002
Boston Stock Exchange September 1999 - September 2000
The LongView Group August 1998 - July 1999
Thomson Financial February 1998 - August 1998
Skills
SaaS, CRM, Project Management, Quality Assurance, Account Management, Operations Management, SDLC, Business Analysis, Salesforce.com, Process Improvement, Product Management, Enterprise Software, Integration, Business Intelligence, Management, Professional Services, Leadership, Solution Selling, Software Project..., Project Delivery
Education
Stonehill College 1990 — 1994
Westwood 1986 — 1990
Frank Ventura's Boston Stock Exchange Experience October 2004 - December 2007
Job Senior Network Engineer at Harvard Business School
Industry Financial Services
Experience
Harvard Business School December 2007 - Present
Boston Stock Exchange October 2004 - December 2007
Boston Stock Exchange 2002 - October 2004
General Dynamics C4 Systems March 2002 - August 2002
Allied Domecq Retailing June 1999 - November 2001
Chadwicks of Boston September 1997 - June 1999
Chadwicks of Boston February 1995 - September 1997
Chadwicks of Boston 1991 - February 1995
Education
University of Massachusetts, Amherst
Harvard Business School December 2007 - Present
Boston Stock Exchange October 2004 - December 2007
Boston Stock Exchange 2002 - October 2004
General Dynamics C4 Systems March 2002 - August 2002
Allied Domecq Retailing June 1999 - November 2001
Chadwicks of Boston September 1997 - June 1999
Chadwicks of Boston February 1995 - September 1997
Chadwicks of Boston 1991 - February 1995
Education
University of Massachusetts, Amherst
Benjamin Chin's Boston Stock Exchange Experience 1999 - 2001
Job Account Executive Private Client Group at Eastern Insurance Group
Industry Insurance
Experience
Eastern Insurance Group August 2014 - Present
Marsh & McLennan Companies, Inc. September 2012 - August 2014
Connell & Curley Insurance Agency November 2009 - September 2012
Travelers October 2007 - November 2009
LaMarche Associates October 2006 - October 2007
Fidelity Investments January 2005 - October 2006
Boston Stock Exchange 1999 - 2001
Skills
CPCU, Property & Casualty..., P&C License, Risk Management, Underwriting, Sales, Sales Retention, Loss Prevention, Enterprise Risk..., Umbrella Insurance, Commercial Insurance, Property Claims, Claims Investigations, Subrogation, Insurance, Professional Liability, Liability
Education
Northeastern University 1999 — 2003
Bachelor of Arts (B.A.), Economics
St John's Highschool
Eastern Insurance Group August 2014 - Present
Marsh & McLennan Companies, Inc. September 2012 - August 2014
Connell & Curley Insurance Agency November 2009 - September 2012
Travelers October 2007 - November 2009
LaMarche Associates October 2006 - October 2007
Fidelity Investments January 2005 - October 2006
Boston Stock Exchange 1999 - 2001
Skills
CPCU, Property & Casualty..., P&C License, Risk Management, Underwriting, Sales, Sales Retention, Loss Prevention, Enterprise Risk..., Umbrella Insurance, Commercial Insurance, Property Claims, Claims Investigations, Subrogation, Insurance, Professional Liability, Liability
Education
Northeastern University 1999 — 2003
Bachelor of Arts (B.A.), Economics
St John's Highschool
Stephen Perfetuo's Boston Stock Exchange Experience 2006 - 2006
Job VP Operations at LeveL ATS
Industry Financial Services
Experience
LeveL ATS June 2013 - Present
Charles River Development June 2012 - June 2013
State Street Corporation March 2009 - June 2012
State Street Corporation November 2006 - March 2009
Boston Stock Exchange 2006 - 2006
CVS 2005 - 2006
State Street Bank 2001 - 2004
Skills
Electronic Trading, Certification Testing, Equities, Order Management, Product Development, Trading Systems, FX trading, Trading, Fidessa, Business Intelligence, Options, Foreign Exchange, Quality Assurance, User Acceptance Testing, Exchange Connectivity, Equity Trading, Low Latency, SDLC, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Management Information Systems, General
LeveL ATS June 2013 - Present
Charles River Development June 2012 - June 2013
State Street Corporation March 2009 - June 2012
State Street Corporation November 2006 - March 2009
Boston Stock Exchange 2006 - 2006
CVS 2005 - 2006
State Street Bank 2001 - 2004
Skills
Electronic Trading, Certification Testing, Equities, Order Management, Product Development, Trading Systems, FX trading, Trading, Fidessa, Business Intelligence, Options, Foreign Exchange, Quality Assurance, User Acceptance Testing, Exchange Connectivity, Equity Trading, Low Latency, SDLC, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Frank Krieger's Boston Stock Exchange Experience 1996 - 1997
Job Owner, Bay State Systems
Industry Information Technology and Services
Experience
Bay State Systems 2001 - Present
AIG 1999 - 2001
Lexington Insurance 1999 - 2001
Value Options 1999 - 1999
Boston Stock Exchange 1996 - 1997
Education
University of Massachusetts Dartmouth 1987 — 1992
BSEE, Electrical Engineering
Bay State Systems 2001 - Present
AIG 1999 - 2001
Lexington Insurance 1999 - 2001
Value Options 1999 - 1999
Boston Stock Exchange 1996 - 1997
Education
University of Massachusetts Dartmouth 1987 — 1992
BSEE, Electrical Engineering
Paul Femino's Boston Stock Exchange Experience 2003 - 2007
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
QVC 2008 - Present
Boston Stock Exchange 2003 - 2007
FEMCON Associates 1980 - 1995
Education
Boston University
QVC 2008 - Present
Boston Stock Exchange 2003 - 2007
FEMCON Associates 1980 - 1995
Education
Boston University
William Cowie's Boston Stock Exchange Experience November 1996 - September 2007
Job Lead Consultant at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting November 2011 - Present
Fidelity Investments - Enterprise Market Data August 2009 - May 2011
New England Folk Festival Association, Inc April 2007 - April 2011
Securities Technology Analysis Center November 2007 - August 2008
Boston Stock Exchange November 1996 - September 2007
IDD Information Systems November 1995 - July 1996
Sungard Financial Systems 1989 - 1995
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Market Data, Data Analysis, Cost Analysis, Trading Systems, Business Requirements, Product Requirements, Cost Benefit, Business Intelligence, Business Analysis, Analysis, Trading, Unix, Options, Databases, Analytics, Portfolio Management, Product Management, Low Latency, Reference Data, Financial Services, SDLC
Education
University of Michigan
Bachelor of Science
Collaborative Consulting November 2011 - Present
Fidelity Investments - Enterprise Market Data August 2009 - May 2011
New England Folk Festival Association, Inc April 2007 - April 2011
Securities Technology Analysis Center November 2007 - August 2008
Boston Stock Exchange November 1996 - September 2007
IDD Information Systems November 1995 - July 1996
Sungard Financial Systems 1989 - 1995
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Market Data, Data Analysis, Cost Analysis, Trading Systems, Business Requirements, Product Requirements, Cost Benefit, Business Intelligence, Business Analysis, Analysis, Trading, Unix, Options, Databases, Analytics, Portfolio Management, Product Management, Low Latency, Reference Data, Financial Services, SDLC
Education
University of Michigan
Bachelor of Science
Bob Muldoon's Boston Stock Exchange Experience July 2006 - January 2008
Job Sr. Project Manager Professional Services at NetApp
Industry Financial Services
Experience
NetApp June 2008 - Present
Boston Stock Exchange July 2006 - January 2008
Boston Stock Exchange March 2003 - July 2006
Columbia Management Group (formerly Liberty Funds) 1998 - 2002
Scudder Investments 1994 - 1997
Education
Stonehill College
B.A., Political Science
UMass/Boston State College
M. Ed., Administration
NetApp June 2008 - Present
Boston Stock Exchange July 2006 - January 2008
Boston Stock Exchange March 2003 - July 2006
Columbia Management Group (formerly Liberty Funds) 1998 - 2002
Scudder Investments 1994 - 1997
Education
Stonehill College
B.A., Political Science
UMass/Boston State College
M. Ed., Administration
Peter Trafton's Boston Stock Exchange Experience 1984 - 2007
Job Computer Software Professional
Industry Computer Software
Experience
Boston Stock Exchange 1984 - 2007
Badger Company 1974 - 1984
American Biltrite Inc 1968 - 1974
Northeast Airlines 1967 - 1968
Shawmut Bank 1965 - 1966
Education
Tufts University 1960 — 1965
Huntington Prep 1959 — 1960
Hebron Academy 1956 — 1959
Boston Stock Exchange 1984 - 2007
Badger Company 1974 - 1984
American Biltrite Inc 1968 - 1974
Northeast Airlines 1967 - 1968
Shawmut Bank 1965 - 1966
Education
Tufts University 1960 — 1965
Huntington Prep 1959 — 1960
Hebron Academy 1956 — 1959
William Alley's Boston Stock Exchange Experience March 2008 - January 2011
Job Real Estate Sales Agent at Renaissance Realtors,North Reading MA.
Industry Information Technology and Services
Experience
Renaissance Realtors,North Reading MA. June 2013 - Present
Boston Stock Exchange March 2008 - January 2011
Boston Stock Exchange January 2006 - September 2007
Boston Stock Exchange January 2000 - December 2005
Boston Stock Exchange January 1986 - December 2000
Education
Massachusetts College of Liberal Arts 1973 — 1978
Bachelor of Business Administration (BBA), Accounting and Computer Science
Renaissance Realtors,North Reading MA. June 2013 - Present
Boston Stock Exchange March 2008 - January 2011
Boston Stock Exchange January 2006 - September 2007
Boston Stock Exchange January 2000 - December 2005
Boston Stock Exchange January 1986 - December 2000
Education
Massachusetts College of Liberal Arts 1973 — 1978
Bachelor of Business Administration (BBA), Accounting and Computer Science
Barney Doherty's Boston Stock Exchange Experience January 1999 - Present
Job Sr Programmer/Analyst at Boston Stock Exchange
Industry Information Technology and Services
Experience
Boston Stock Exchange January 1999 - Present
Boston Stock Excahnge 1978 - 1999
Education
University of Massachusetts Lowell
Boston Stock Exchange January 1999 - Present
Boston Stock Excahnge 1978 - 1999
Education
University of Massachusetts Lowell
Jason Sport's Boston Stock Exchange Experience May 2007 - September 2007
Job History Teacher at Gilman School
Industry Primary/Secondary Education
Experience
Gilman School August 2011 - Present
The Williston Northampton School August 2008 - June 2011
Boston Stock Exchange May 2007 - September 2007
Skills
Educational Technology, Teaching, Curriculum Development, Fundraising, Admissions, Staff Development, Curriculum Design, Volunteer Management, Editing, Tutoring, Research, Higher Education, Educational Leadership, Teacher Training, Classroom
Education
Boston College 2004 — 2008
Governor's Academy
Gilman School August 2011 - Present
The Williston Northampton School August 2008 - June 2011
Boston Stock Exchange May 2007 - September 2007
Skills
Educational Technology, Teaching, Curriculum Development, Fundraising, Admissions, Staff Development, Curriculum Design, Volunteer Management, Editing, Tutoring, Research, Higher Education, Educational Leadership, Teacher Training, Classroom
Education
Boston College 2004 — 2008
Governor's Academy
Thomas Mills Jr's Boston Stock Exchange Experience 1967 - 1983
Job Senior Army Instructor JROTC at Boston Public Schools Community Academy of Science and Health
Industry Information Technology and Services
Experience
Boston Public Schools - Community Academy of Science and Health, Dorchester, MA 02122 February 2008 - Present
G E Consulting Services 1980 - 1990
Nixdorf Computer 1983 - 1987
Boston Stock Exchange 1967 - 1983
Skills
SDLC, Program Management, Process Improvement, Business Analysis, Project Management, Strategic Planning, Business Process..., Management, Vendor Management, Talent Acquisition, Enterprise Software, SaaS, Change Management, IT Management
Education
Bridgewater State College 2001 — 2004
Master's degree, Technology Management
Boston University 1971 — 1992
BS, Business Admin
Boston Public Schools - Community Academy of Science and Health, Dorchester, MA 02122 February 2008 - Present
G E Consulting Services 1980 - 1990
Nixdorf Computer 1983 - 1987
Boston Stock Exchange 1967 - 1983
Skills
SDLC, Program Management, Process Improvement, Business Analysis, Project Management, Strategic Planning, Business Process..., Management, Vendor Management, Talent Acquisition, Enterprise Software, SaaS, Change Management, IT Management
Education
Bridgewater State College 2001 — 2004
Master's degree, Technology Management
Boston University 1971 — 1992
BS, Business Admin
Michelle Roccia's Boston Stock Exchange Experience June 1995 - February 1999
Job Executive Vice President, Employee Engagement at WinterWyman
Industry Staffing and Recruiting
Experience
Winter Wyman November 2007 - Present
Authoria June 2004 - November 2007
Authoria; http://www.authoria.com 2004 - 2007
Centive February 2000 - May 2003
Centive (formerly Incentive Systems, Inc.) 2000 - 2003
Willmott & Associates February 1999 - February 2000
Boston Stock Exchange June 1995 - February 1999
Kurzweil Applied Intelligence, Inc. December 1984 - June 1995
Skills
Change Management, Organizational..., Strategic Planning, Employee Relations, Compensation, Performance Management, HRIS, Deferred Compensation, Talent Acquisition, Talent Management, Human Resources, Strategy, Recruiting, Leadership, SaaS, Mergers, Mergers & Acquisitions, Start-ups, Succession Planning, Hiring, Onboarding, Business Strategy, Technical Recruiting, Organizational..., Career Development, Executive Search, Employee Benefits, Temporary Placement, Applicant Tracking..., Internet Recruiting, College Recruiting, Workforce Planning, Benefits Negotiation, Staffing Services, Employee Engagement, Management, Interviews
Education
Bentley University
Human Resources
Everett High School
Winter Wyman November 2007 - Present
Authoria June 2004 - November 2007
Authoria; http://www.authoria.com 2004 - 2007
Centive February 2000 - May 2003
Centive (formerly Incentive Systems, Inc.) 2000 - 2003
Willmott & Associates February 1999 - February 2000
Boston Stock Exchange June 1995 - February 1999
Kurzweil Applied Intelligence, Inc. December 1984 - June 1995
Skills
Change Management, Organizational..., Strategic Planning, Employee Relations, Compensation, Performance Management, HRIS, Deferred Compensation, Talent Acquisition, Talent Management, Human Resources, Strategy, Recruiting, Leadership, SaaS, Mergers, Mergers & Acquisitions, Start-ups, Succession Planning, Hiring, Onboarding, Business Strategy, Technical Recruiting, Organizational..., Career Development, Executive Search, Employee Benefits, Temporary Placement, Applicant Tracking..., Internet Recruiting, College Recruiting, Workforce Planning, Benefits Negotiation, Staffing Services, Employee Engagement, Management, Interviews
Education
Bentley University
Human Resources
Everett High School
Ed Moore's Boston Stock Exchange Experience 1996 - 1997
Job Portfolio Manager / Director of Equity Research at the Satuit Funds
Industry Financial Services
Experience
Satuit Capital Mangement, LLC February 2008 - Present
Century Capital Management 2005 - 2008
Essex Investment Management 2002 - 2005
Loomis Sayles 1998 - 2002
Stone Securities 1997 - 1998
Boston Stock Exchange 1996 - 1997
Avid Technology 1995 - 1996
Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...
Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering
Satuit Capital Mangement, LLC February 2008 - Present
Century Capital Management 2005 - 2008
Essex Investment Management 2002 - 2005
Loomis Sayles 1998 - 2002
Stone Securities 1997 - 1998
Boston Stock Exchange 1996 - 1997
Avid Technology 1995 - 1996
Skills
Equity Research, Alternative Investments, Bloomberg, Financial Modeling, Equities, Portfolio Management, Forecasting, Valuation, Hedge Funds, Investments, Private Equity, Investment Management, Venture Capital, Capital Markets, Series 7, Business Development, Equity Trading, Asset Management, Equity Valuation, Corporate Development, Mutual Funds, Investment Banking, Corporate Finance, Financial Analysis, Financial Statement...
Education
Massachusetts Institute of Technology
BSME, Mechanical Engineering
Brendan Curran, CFA's Boston Stock Exchange Experience June 2005 - August 2005
Job Defined Contribution Investment Strategist
Industry Financial Services
Experience
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
State Street Global Advisors June 2011 - Present
State Street Global Advisors August 2008 - June 2011
Merrill Lynch June 2007 - August 2007
Investors Bank & Trust June 2006 - August 2006
Boston Stock Exchange June 2005 - August 2005
Education
Connecticut College 2004 — 2008
BA, Economics
Frances Neville's Boston Stock Exchange Experience 2005 - 2006
Job Assistant to Stuart Schreiber
Industry Biotechnology
Experience
Broad Institute February 2009 - Present
Liberty Lane Partners April 2008 - November 2008
The First National Bank of Ipswich 2006 - 2007
Boston Stock Exchange 2005 - 2006
GuardHill Financial Corp. 2002 - 2005
Booz Allen Hamilton 1999 - 2002
The Baupost Group 1998 - 1999
Boston Safe Deposit & Trust/The Boston Company/Mellon Bank 1989 - 1998
Education
Babson College 1980 — 1982
BS, Business Administration/Marketing
Simmons College 1978 — 1980
Broad Institute February 2009 - Present
Liberty Lane Partners April 2008 - November 2008
The First National Bank of Ipswich 2006 - 2007
Boston Stock Exchange 2005 - 2006
GuardHill Financial Corp. 2002 - 2005
Booz Allen Hamilton 1999 - 2002
The Baupost Group 1998 - 1999
Boston Safe Deposit & Trust/The Boston Company/Mellon Bank 1989 - 1998
Education
Babson College 1980 — 1982
BS, Business Administration/Marketing
Simmons College 1978 — 1980
Brian Turcotte's Boston Stock Exchange Experience 1985 - 2001
Job Experienced Technical Lead and Developer Combined with Project Management and Business Analysis Skills
Industry Information Technology and Services
Experience
MSRPROS Inc April 2006 - November 2009
Boston Stock Exchange 1985 - 2001
Femcon Associates 1985 - 1990
Education
Mount Washington College
AS, Computer Science
MSRPROS Inc April 2006 - November 2009
Boston Stock Exchange 1985 - 2001
Femcon Associates 1985 - 1990
Education
Mount Washington College
AS, Computer Science
Hallie Britton's Boston Stock Exchange Experience 1999 - 2000
Job Relationship Manager
Industry Financial Services
Experience
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Liquidnet January 2007 - March 2015
Janney Montgomery Scott May 2002 - December 2006
Banc of America Securities 2000 - 2002
Boston Stock Exchange 1999 - 2000
Skills
Series 7, Options, Mutual Funds, Portfolio Management, Fixed Income, Series 24, Sales, Financial Markets, Asset Managment, Investments, FINRA, ETFs, Asset Management, Equities, Bloomberg, Securities, Trading Systems
Education
Providence College 1995 — 1999
Bachelor of Arts (B.A.), Sociology
Joseph Dalton, CFA, CAIA's Boston Stock Exchange Experience November 2005 - August 2008
Job Senior Vice President Manager Specialty Products Trading Desk at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
NASDAQ November 2005 - June 2012
Boston Stock Exchange November 2005 - August 2008
MassMutual Financial Group May 2005 - November 2005
Wachovia Securities February 2001 - June 2003
Smith Barney January 1999 - January 2001
Skills
Bloomberg, Equities, Investments, Securities, Derivatives, Trading, Risk Management, Valuation, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Asset Allocation, Options, Alternative Investments, Wealth Management, Microsoft Excel, Financial Services, Asset Management, Capital Markets, Fixed Income, Trading Systems, Series 7, Hedge Funds, Mutual Funds, FINRA, Equity Trading, Series 63, ETFs, Equity Derivatives, Investment Advisory
Education
Clark University 2003 — 2005
MBA, Finance/Management
Loyola University Maryland 1994 — 1998
BBA, Finance
Sachem High School 1990 — 1994
U.S. Trust October 2012 - Present
NASDAQ November 2005 - June 2012
Boston Stock Exchange November 2005 - August 2008
MassMutual Financial Group May 2005 - November 2005
Wachovia Securities February 2001 - June 2003
Smith Barney January 1999 - January 2001
Skills
Bloomberg, Equities, Investments, Securities, Derivatives, Trading, Risk Management, Valuation, Financial Analysis, Portfolio Management, Financial Markets, Investment Strategies, Asset Allocation, Options, Alternative Investments, Wealth Management, Microsoft Excel, Financial Services, Asset Management, Capital Markets, Fixed Income, Trading Systems, Series 7, Hedge Funds, Mutual Funds, FINRA, Equity Trading, Series 63, ETFs, Equity Derivatives, Investment Advisory
Education
Clark University 2003 — 2005
MBA, Finance/Management
Loyola University Maryland 1994 — 1998
BBA, Finance
Sachem High School 1990 — 1994
Brian Colby's Boston Stock Exchange Experience January 2006 - September 2007
Job Executive Secretary at Division of Insurance/Board of Appeal
Industry Financial Services
Experience
Division of Insurance/Board of Appeal December 2011 - Present
Brian Hickey Associates/Strategic Management January 2009 - December 2011
Boston Stock Exchange January 2006 - September 2007
Boston Stock Exchange October 2000 - December 2005
Boston Stock Exchange March 1987 - September 2000
Education
University of Massachusetts Boston 1976 — 1984
BS, Management
Division of Insurance/Board of Appeal December 2011 - Present
Brian Hickey Associates/Strategic Management January 2009 - December 2011
Boston Stock Exchange January 2006 - September 2007
Boston Stock Exchange October 2000 - December 2005
Boston Stock Exchange March 1987 - September 2000
Education
University of Massachusetts Boston 1976 — 1984
BS, Management
Gerald Sweeney's Boston Stock Exchange Experience January 2000 - April 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Bank of America April 2003 - May 2004
Boston Stock Exchange January 2000 - April 2003
Education
University of Massachusetts
Merrill Lynch May 2004 - Present
Bank of America April 2003 - May 2004
Boston Stock Exchange January 2000 - April 2003
Education
University of Massachusetts
Euribiades Cerrud II's Boston Stock Exchange Experience May 2000 - December 2000
Job Senior Partner at Pesquera & Cerrud, P.A.
Industry Law Practice
Experience
Pesquera, Cerrud & Birmingham, P.A. March 2014 - Present
Calandrino Law Firm, P.A. January 2013 - February 2014
Cerrud Law PLLC January 2005 - 2013
Alvarez, Sambol, Winthrop & Madson, P.A. June 2003 - January 2005
EOS Venture Counsel, P.A. October 2001 - June 2003
Boston Stock Exchange May 2000 - December 2000
New England School of Law August 1999 - December 1999
Boston Housing Authority January 1999 - September 1999
C&C Enterprises, Inc. July 1995 - June 1998
Skills
Legal Writing, Legal Research, Commercial Litigation, Corporate Law, Mediation, Arbitration, Intellectual Property, Mergers & Acquisitions
Education
New England School of Law 1998 — 2001
Juris Doctor
Rollins College 1996 — 1998
Arts Baccalaureate, Mathematics; Minor in Business Administration
Colegio San Ignacio de Loyola 1983 — 1989
High School Degree
Pesquera, Cerrud & Birmingham, P.A. March 2014 - Present
Calandrino Law Firm, P.A. January 2013 - February 2014
Cerrud Law PLLC January 2005 - 2013
Alvarez, Sambol, Winthrop & Madson, P.A. June 2003 - January 2005
EOS Venture Counsel, P.A. October 2001 - June 2003
Boston Stock Exchange May 2000 - December 2000
New England School of Law August 1999 - December 1999
Boston Housing Authority January 1999 - September 1999
C&C Enterprises, Inc. July 1995 - June 1998
Skills
Legal Writing, Legal Research, Commercial Litigation, Corporate Law, Mediation, Arbitration, Intellectual Property, Mergers & Acquisitions
Education
New England School of Law 1998 — 2001
Juris Doctor
Rollins College 1996 — 1998
Arts Baccalaureate, Mathematics; Minor in Business Administration
Colegio San Ignacio de Loyola 1983 — 1989
High School Degree
Anthony K. Stankiewicz, Esq.'s Boston Stock Exchange Experience 1994 - 2008
Job Chief Advancement Officer / Chief of Staff at Codman Square Health Center
Industry Hospital & Health Care
Experience
Codman Square Health Center January 2011 - Present
Holy Family Hospital 2004 - 2014
Codman Square Health Center August 2009 - January 2011
Anthony K. Stankiewicz September 2008 - August 2009
Boston Equities Exchange, LLC 2006 - 2008
Boston Stock Exchange 1994 - 2008
eBX, LLC (dba LeveL ATS) 2005 - 2007
Boston Options Exchange, LLC 2000 - 2007
Massachusetts Securities Division May 1987 - May 1994
Skills
Nonprofits, Strategy, Community Outreach, Non-profits, Program Development, Community Development, Public Speaking, Policy, Governance, Fundraising, Marketing, Government, Corporate Finance, Strategic Planning, Healthcare, Leadership, Board Development, Event Planning, Grant Writing, Foundations
Education
Suffolk University Law School 1984 — 1987
JD
Boston College 1980 — 1984
BA, Political Science, Romance Languages
Codman Square Health Center January 2011 - Present
Holy Family Hospital 2004 - 2014
Codman Square Health Center August 2009 - January 2011
Anthony K. Stankiewicz September 2008 - August 2009
Boston Equities Exchange, LLC 2006 - 2008
Boston Stock Exchange 1994 - 2008
eBX, LLC (dba LeveL ATS) 2005 - 2007
Boston Options Exchange, LLC 2000 - 2007
Massachusetts Securities Division May 1987 - May 1994
Skills
Nonprofits, Strategy, Community Outreach, Non-profits, Program Development, Community Development, Public Speaking, Policy, Governance, Fundraising, Marketing, Government, Corporate Finance, Strategic Planning, Healthcare, Leadership, Board Development, Event Planning, Grant Writing, Foundations
Education
Suffolk University Law School 1984 — 1987
JD
Boston College 1980 — 1984
BA, Political Science, Romance Languages
Chris Gursky's Boston Stock Exchange Experience 1996 - 2003
Job IS/Helpdesk Technician at Kewill
Industry Computer Hardware
Experience
Kewill August 2014 - Present
Glacier Computer LLC April 2006 - August 2014
Boston Stock Exchange 1996 - 2003
Bay Bank 1988 - 1996
Skills
Troubleshooting, Technical Support, Customer Service, Computer Hardware, Tablets, Industrial Computers, Handheld Devices, Rugged Computers, IT Hardware Support, Databases, Networking, Testing, Quality Assurance, Electronics, Integration, Servers, Windows, Cross-functional Team..., Product Development, Manufacturing, Laptops, Software Documentation, Desktop Computers, DNS, VPN
Education
Northern Essex Community College 1983 — 1987
AS, Electronics, Computer Maintenance Technology
Greater Lowell Regional Vocational HS 1979 — 1983
Honors, Electronics
Kewill August 2014 - Present
Glacier Computer LLC April 2006 - August 2014
Boston Stock Exchange 1996 - 2003
Bay Bank 1988 - 1996
Skills
Troubleshooting, Technical Support, Customer Service, Computer Hardware, Tablets, Industrial Computers, Handheld Devices, Rugged Computers, IT Hardware Support, Databases, Networking, Testing, Quality Assurance, Electronics, Integration, Servers, Windows, Cross-functional Team..., Product Development, Manufacturing, Laptops, Software Documentation, Desktop Computers, DNS, VPN
Education
Northern Essex Community College 1983 — 1987
AS, Electronics, Computer Maintenance Technology
Greater Lowell Regional Vocational HS 1979 — 1983
Honors, Electronics
Brad Schulz's Boston Stock Exchange Experience 2005 - 2006
Job Lead Software Engineer
Industry Information Technology and Services
Experience
Chase Paymentech July 2009 - Present
Stratus Technology Services September 2007 - March 2009
Boston Stock Exchange 2005 - 2006
Charles Technology Group 2001 - 2005
FEMCON Associates 1991 - 2001
Education
Brown University
BA, Electrical Engineering
Chase Paymentech July 2009 - Present
Stratus Technology Services September 2007 - March 2009
Boston Stock Exchange 2005 - 2006
Charles Technology Group 2001 - 2005
FEMCON Associates 1991 - 2001
Education
Brown University
BA, Electrical Engineering
William Meehan's Boston Stock Exchange Experience March 2005 - June 2007
Job Senior Compliance Officer at CIBC World Markets Corp.
Industry Capital Markets
Experience
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
MaryBeth Tobin's Boston Stock Exchange Experience 2002 - 2008
Job CPA, MSF, MST
Industry Accounting
Experience
Bridgewater State University 2010 - Present
MBT Consulting 2008 - Present
Boston Stock Exchange 2002 - 2008
Saga International Holidays 1998 - 2002
Pitney Bowes Document Services 1995 - 1997
CPA 1989 - 1993
Skills
Finance, Management, Strategic Financial..., Start-ups, Strategic Planning, Business Planning, Valuation, CPA, Tax, Nonprofits, Accounting, Financial Analysis, Financial Reporting, Auditing, Financial Accounting
Education
Suffolk University 2010 — 2012
Master of Science - Taxation, GPA 4.0
Boston College 1993 — 1995
Master of Science - Finance, Magna Cum Laude
Stonehill College 1985 — 1989
Bachelor of Science - Business Administration, Accounting, Magna Cum Laude
Bridgewater State University 2010 - Present
MBT Consulting 2008 - Present
Boston Stock Exchange 2002 - 2008
Saga International Holidays 1998 - 2002
Pitney Bowes Document Services 1995 - 1997
CPA 1989 - 1993
Skills
Finance, Management, Strategic Financial..., Start-ups, Strategic Planning, Business Planning, Valuation, CPA, Tax, Nonprofits, Accounting, Financial Analysis, Financial Reporting, Auditing, Financial Accounting
Education
Suffolk University 2010 — 2012
Master of Science - Taxation, GPA 4.0
Boston College 1993 — 1995
Master of Science - Finance, Magna Cum Laude
Stonehill College 1985 — 1989
Bachelor of Science - Business Administration, Accounting, Magna Cum Laude
Bruce Goodhue's Boston Stock Exchange Experience 2006 - 2008
Job Chief Regulatory Officer at BOX Options Exchange
Industry Financial Services
Experience
BOX Options Exchange January 2014 - Present
BOX Options Exchange May 2012 - December 2013
NASDAQ OMX BX July 2011 - May 2012
NASDAQ August 2008 - May 2012
Boston Stock Exchange 2006 - 2008
Fidelity Investments 1998 - 1999
Skills
Capital Markets, Trading, Derivatives, Compliance, Trading Systems, Equity Trading, Electronic Trading, Securities, FINRA, Securities Regulation, Options, Fixed Income, Financial Markets, Equity Derivatives, Financial Services, Equities, Series 7, Hedge Funds, Series 24, Bloomberg, Mutual Funds, Trading Strategies, Alternative Investments, Commodity, AML
Education
Babson College 1987 — 1991
Undergraduate, Finance/Investments
BOX Options Exchange January 2014 - Present
BOX Options Exchange May 2012 - December 2013
NASDAQ OMX BX July 2011 - May 2012
NASDAQ August 2008 - May 2012
Boston Stock Exchange 2006 - 2008
Fidelity Investments 1998 - 1999
Skills
Capital Markets, Trading, Derivatives, Compliance, Trading Systems, Equity Trading, Electronic Trading, Securities, FINRA, Securities Regulation, Options, Fixed Income, Financial Markets, Equity Derivatives, Financial Services, Equities, Series 7, Hedge Funds, Series 24, Bloomberg, Mutual Funds, Trading Strategies, Alternative Investments, Commodity, AML
Education
Babson College 1987 — 1991
Undergraduate, Finance/Investments
James Charrier's Boston Stock Exchange Experience 1997 - 1998
Job Project Manager at Markland Real Estate Development LLC
Industry Real Estate
Experience
Markland Real Estate Development LLC January 2005 - Present
Global Trading Systems Inc January 2000 - January 2005
Prefered Capital Markets 1998 - 2000
Boston Stock Exchange 1997 - 1998
Skills
Trading, Equities, Hedge Funds, Options, Electronic Trading, Negotiation, Equity Trading, Investments, Portfolio Management, Capital Markets, Construction, Real Estate, Due Diligence, Funding, Residential Design, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate Development, Project Management, Asset Management
Education
Babson College 1989 — 1993
BS, Finance, Investments & Information Technology
Waterville High School 1985 — 1989
Waterville High School 1985 — 1989
Markland Real Estate Development LLC January 2005 - Present
Global Trading Systems Inc January 2000 - January 2005
Prefered Capital Markets 1998 - 2000
Boston Stock Exchange 1997 - 1998
Skills
Trading, Equities, Hedge Funds, Options, Electronic Trading, Negotiation, Equity Trading, Investments, Portfolio Management, Capital Markets, Construction, Real Estate, Due Diligence, Funding, Residential Design, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate Development, Project Management, Asset Management
Education
Babson College 1989 — 1993
BS, Finance, Investments & Information Technology
Waterville High School 1985 — 1989
Waterville High School 1985 — 1989
Rob Petrucelli's Boston Stock Exchange Experience June 1991 - June 1992
Job Managing Director Equity Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2004 - Present
Fidelity Capital Markets June 1992 - June 2004
Boston Stock Exchange June 1991 - June 1992
Education
Colby College 1986 — 1990
BA, History
Malden Catholic
Wells Fargo Securities July 2004 - Present
Fidelity Capital Markets June 1992 - June 2004
Boston Stock Exchange June 1991 - June 1992
Education
Colby College 1986 — 1990
BA, History
Malden Catholic
Brian Mayberry's Boston Stock Exchange Experience 1996 - 2006
Job Owner at Leithgow Development LLC
Industry Real Estate
Experience
Leithgow Development LLC February 2011 - Present
Gutter People Bucks County LLC January 2011 - Present
Boston Stock Exchange 1996 - 2006
Pershing 1998 - 2005
Skills
Risk Management, Financial Modeling, Derivatives, Trading, Bonds
Education
Boston University 1991 — 1996
BS, Finance
Leithgow Development LLC February 2011 - Present
Gutter People Bucks County LLC January 2011 - Present
Boston Stock Exchange 1996 - 2006
Pershing 1998 - 2005
Skills
Risk Management, Financial Modeling, Derivatives, Trading, Bonds
Education
Boston University 1991 — 1996
BS, Finance
Emily Roland's Boston Stock Exchange Experience 2000 - 2002
Job Director, Senior Investment Specialist at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2004 - Present
Boston Stock Exchange 2000 - 2002
Education
Boston College 2002 — 2004
MBA
James Madison University 1996 — 2000
BBA, Marketing
John Hancock Life Insurance Company (U.S.A.) June 2004 - Present
Boston Stock Exchange 2000 - 2002
Education
Boston College 2002 — 2004
MBA
James Madison University 1996 — 2000
BBA, Marketing
Dana Easton's Boston Stock Exchange Experience January 2000 - August 2000
Job Analyst at Longfellow Venture Partners
Industry Venture Capital & Private Equity
Experience
Longfellow Venture Partners April 2010 - Present
Goldman Sachs January 2005 - April 2010
Charles Schwab/Boston Stock Exchange August 2000 - October 2003
Boston Stock Exchange January 2000 - August 2000
Boston Stock Exchange February 1998 - January 2000
Skills
Investment Banking, Equities, Equity Trading
Education
University of Massachusetts, Amherst 1993 — 1997
BA, English
Longfellow Venture Partners April 2010 - Present
Goldman Sachs January 2005 - April 2010
Charles Schwab/Boston Stock Exchange August 2000 - October 2003
Boston Stock Exchange January 2000 - August 2000
Boston Stock Exchange February 1998 - January 2000
Skills
Investment Banking, Equities, Equity Trading
Education
University of Massachusetts, Amherst 1993 — 1997
BA, English
Thomas O'Loughlin's Boston Stock Exchange Experience May 1970 - April 1974
Job Managed Futures
Industry Financial Services
Experience
Syndicate Solutions LLC August 2006 - Present
T.F. O'Loughlin Inc May 1974 - June 2006
Boston Stock Exchange May 1970 - April 1974
Skills
Equities, Portfolio Management, Bloomberg, Financial Markets, Investments, Derivatives, Fixed Income, Hedge Funds, Trading
Education
Boston College 1965 — 1969
BS, finance
Syndicate Solutions LLC August 2006 - Present
T.F. O'Loughlin Inc May 1974 - June 2006
Boston Stock Exchange May 1970 - April 1974
Skills
Equities, Portfolio Management, Bloomberg, Financial Markets, Investments, Derivatives, Fixed Income, Hedge Funds, Trading
Education
Boston College 1965 — 1969
BS, finance
Karl-Dane Foster's Boston Stock Exchange Experience October 1987 - October 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
MF Global October 1994 - June 2010
Probability Futures Management/Tri Asset Management September 1993 - February 2005
Gordon Financial Services January 1992 - September 1994
Steben Futures Management September 1990 - November 1991
Shearson Lehman Hutton October 1988 - August 1990
Boston Stock Exchange October 1987 - October 1988
Education
Kenyon College 1983 — 1987
BA, Economics, Political Science
MF Global October 1994 - June 2010
Probability Futures Management/Tri Asset Management September 1993 - February 2005
Gordon Financial Services January 1992 - September 1994
Steben Futures Management September 1990 - November 1991
Shearson Lehman Hutton October 1988 - August 1990
Boston Stock Exchange October 1987 - October 1988
Education
Kenyon College 1983 — 1987
BA, Economics, Political Science
Constance (Connie) Barry's Boston Stock Exchange Experience July 1975 - September 1999
Job Accounting Professional
Industry Accounting
Experience
Protocol 2005 - Present
Protocol/Harland Clarke May 2008 - September 2010
Webb/Mason 2000 - 2004
Boston Stock Exchange July 1975 - September 1999
Education
Cardinal Spellman 1971 — 1975
High School, College Prep
Bentley University
Accounting
Protocol 2005 - Present
Protocol/Harland Clarke May 2008 - September 2010
Webb/Mason 2000 - 2004
Boston Stock Exchange July 1975 - September 1999
Education
Cardinal Spellman 1971 — 1975
High School, College Prep
Bentley University
Accounting
Cindy Lam-Yee's Boston Stock Exchange Experience July 1997 - January 2000
Job Financial Professional at SallieMae/Upromise
Industry Financial Services
Experience
Ascensus College Savings, Inc. (formerly Upromise/SallieMae) April 2012 - Present
Fidelity Investments January 2000 - April 2012
Boston Stock Exchange July 1997 - January 2000
Financial Industry Regulatory Authority May 1995 - July 1997
Skills
Mutual Funds, Securities, Risk, Risk Management, Compliance, FINRA, Investments, Risk Assessment, Customer Relations, Customer Service, Equities, Financial Risk, Financial Services, Finance, Asset Management, Fixed Income, Business Analysis, Portfolio Management
Education
Boston University - School of Management 1989 — 1993
BS/BA, Finance
Boston Latin School 1984 — 1989
Ascensus College Savings, Inc. (formerly Upromise/SallieMae) April 2012 - Present
Fidelity Investments January 2000 - April 2012
Boston Stock Exchange July 1997 - January 2000
Financial Industry Regulatory Authority May 1995 - July 1997
Skills
Mutual Funds, Securities, Risk, Risk Management, Compliance, FINRA, Investments, Risk Assessment, Customer Relations, Customer Service, Equities, Financial Risk, Financial Services, Finance, Asset Management, Fixed Income, Business Analysis, Portfolio Management
Education
Boston University - School of Management 1989 — 1993
BS/BA, Finance
Boston Latin School 1984 — 1989
Mariannina (Gomez) Butrim's Boston Stock Exchange Experience January 2004 - May 2004
Job Learning & Development Project Management & Implementation Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PricewaterhouseCoopers, LLP December 2005 - December 2014
Gordon Parry, CPA January 2005 - November 2005
Boston Stock Exchange January 2004 - May 2004
Holbrook & Murphy August 2003 - May 2004
Judges of Compensation Claims, Judge Sylvia Medina-Shore June 2003 - August 2003
Cutler & Associates January 2003 - May 2003
Miami Dade County State Attorney’s Office May 2002 - August 2002
Skills
Legal Research, Courts, Tax
Education
Boston University School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
New England Law Boston
Juris Doctor
Florida International University
Bachelor of Science, Criminal Justice
PwC January 2015 - Present
PricewaterhouseCoopers, LLP December 2005 - December 2014
Gordon Parry, CPA January 2005 - November 2005
Boston Stock Exchange January 2004 - May 2004
Holbrook & Murphy August 2003 - May 2004
Judges of Compensation Claims, Judge Sylvia Medina-Shore June 2003 - August 2003
Cutler & Associates January 2003 - May 2003
Miami Dade County State Attorney’s Office May 2002 - August 2002
Skills
Legal Research, Courts, Tax
Education
Boston University School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
New England Law Boston
Juris Doctor
Florida International University
Bachelor of Science, Criminal Justice
Jason Schott's Boston Stock Exchange Experience March 2007 - October 2008
Job Associate at Equus Financial
Industry Investment Management
Experience
Equus Financial November 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2012
State Street Bank February 2009 - March 2011
Boston Stock Exchange March 2007 - October 2008
EqualLogic 2004 - 2006
Education
Bryant College 2002 — 2006
Bachelor of Arts (BA), Economics
Boston University
Equus Financial November 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2012
State Street Bank February 2009 - March 2011
Boston Stock Exchange March 2007 - October 2008
EqualLogic 2004 - 2006
Education
Bryant College 2002 — 2006
Bachelor of Arts (BA), Economics
Boston University
Thomas Bussone III's Boston Stock Exchange Experience January 2000 - March 2003
Job Fixed Income Strategist at Eastern Bank
Industry Banking
Experience
Eastern Wealth Management May 2005 - Present
Eastern Bank December 2003 - Present
Eastern Bank Capital Markets December 2003 - Present
Boston Stock Exchange January 2000 - March 2003
Skills
Investments, Portfolio Management, Fixed Income
Education
Catholic University of America Washington
D.C; Bachelor of Science, Financial Management
Suffolk University - Sawyer Business School
Master of Business Administration, Finance
Eastern Wealth Management May 2005 - Present
Eastern Bank December 2003 - Present
Eastern Bank Capital Markets December 2003 - Present
Boston Stock Exchange January 2000 - March 2003
Skills
Investments, Portfolio Management, Fixed Income
Education
Catholic University of America Washington
D.C; Bachelor of Science, Financial Management
Suffolk University - Sawyer Business School
Master of Business Administration, Finance