Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Deloitte March 2014 - Present
US Securities and Exchange Commission January 2013 - May 2013
American University Washington College of Law May 2011 - May 2013
American University Washington College of Law August 2012 - December 2012
Maryland Court of Appeals January 2012 - May 2012
U.S. House of Representatives May 2011 - August 2011
Brown Brothers Harriman May 2007 - August 2007
Lewis Brisbois Bisgaard & Smith LLP May 2006 - August 2006
Skills
Legal Research, Westlaw, Legal Writing, International Law, Litigation, Public Policy, Political Science, Policy Analysis, Research, Securities Regulation
Education
American University, Washington College of Law 2010 — 2013
Doctor of Law (J.D.)
Boston College 2004 — 2008
Bachelor of Arts (BA), Political Science and Government, International Studies, Philosophy, Cum Laude
Brown Brothers Harriman August 2013 - Present
Brown Brothers Harriman November 2006 - June 2012
Solar Seal Company January 2005 - July 2006
Babson College Radio February 2000 - December 2004
Funway Cafe / Christina's August 2002 - November 2003
Needham Bank June 1999 - September 2001
Skills
Customer Service, Project Management, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Photography, Photoshop, Training, Homebrewing, Visio, Eagle STAR, Baking, Microsoft Visual Basic..., Lotus Notes, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Eagle PACE, Teaching, Omgeo Alert, Omgeo CTM
Education
Babson College
Bachelor of Science (BS), Business Administration and Management, General
Westwood High School
Alert-1 ResponseLINK February 2014 - March 2015
Alert-1 ResponseLINK May 2013 - February 2014
Alert-1 ResponseLINK January 2011 - May 2013
Alert-1 ResponseLINK July 2010 - January 2011
Simon-Kucher & Partners August 2007 - June 2010
Brown Brothers Harriman September 2006 - April 2007
Skills
Segmentation, Marketing Strategy, Data Analysis, Competitive Intelligence, Pricing Strategy, Product Development, Direct Mail, Direct Mail Campaigns, Web / TV Commercial..., Pricing Optimization, Direct Response, Paid Search Strategy, Paid Search Campaigns, SEO, A/B testing, Optimization, Strategy, Analytics, Marketing, Business Development, Management, Start-ups, Competitive Analysis, Market Research, Entrepreneurship, Business Strategy, Analysis, Strategic Planning, Leadership, Market Analysis, Marketing Communications, Pricing, Product Management, Product Marketing, Social Media Marketing, Email Marketing, Management Consulting, Lead Generation, Strategic Partnerships, Social Media, Sales, Advertising, Product Launch, Business Planning, Cross-functional Team..., Online Marketing, SEM, E-commerce, Project Management, Online Advertising
Education
Babson College 2003 — 2007
BS Graduated with Honors, Business Administration, Entrepreneurship
University of Auckland 2006 — 2006
RBC Capital Markets November 2008 - Present
Citi July 2006 - October 2008
Brown Brothers Harriman June 1999 - July 2006
Skills
Trading Systems, Fixed Income, Quality Assurance, SDLC, Electronic Trading, Equities, Derivatives, Capital Markets, Business Analysis, Vendor Management, Bloomberg, Financial Services, Market Data, Management, Risk Management, Investment Banking, Portfolio Management
Education
Babson College 1995 — 1999
Bachelor of Science (BS), Management Information Systems, General
BNY Mellon 2012 - 2014
JP Morgan Chase September 2010 - July 2012
Brown Brothers Harriman April 2008 - June 2011
Thomson Reuters 1999 - 2008
Skills
Training, Equities, Instructional Design, Fixed Income, Financial Services, Training Delivery, Vendor Management, Market Data, Financial Markets, Risk Management, Sales, Capital Markets, Series 7, Strategy, Business Analysis, Project Management, Program Management, CRM, Employee Training, Management, Leadership, Coaching, Salesforce.com, Leadership Development, Investments, Marketing
Education
Adelphi University 1992 — 1994
MBA in progress, Business Administration and Management, General
State University of New York College at Plattsburgh 1985 — 1989
BS, Business, Management, Marketing, and Related Support Services
ARTCASTE 2010 - Present
NTAD LLC (Raeburn Paul LLC) 2010 - Present
McCormick & O'Brien, LLP April 2009 - October 2010
Brown Brothers Harriman January 2008 - May 2008
Education
Boston University School of Law
L.L.M., Banking & Finance Law
Ave Maria School of Law
Doctor of Law (JD)
University of Toronto
Bachelor's degree, Political Science + Art History
Brown Brothers Harriman October 2014 - Present
Bank of China June 2013 - August 2013
BNY Mellon Western Fund Mgmt Co May 2012 - August 2012
Innoitem September 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, PowerPoint, Access, Equity Valuation, Equity Research, Social Media Marketing, Data Analysis
Education
Babson College 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
SHSID
Cliffwater LLC April 2013 - Present
Brown Brothers Harriman 2007 - 2012
Brown Brothers Harriman 1999 - 2012
Brown Brothers Harriman 1988 - 1999
Bankers Trust New York Corporation 1985 - 1988
Skills
Private Equity, Hedge Funds, Alternative Investments, Mezzanine, Leveraged Finance, Equities, Fixed Income, Securities, Investments, Portfolio Management, Wealth Management, Valuation, Investment Banking, Mutual Funds, Asset Management, Corporate Finance, Investment Strategies, Investment Management
Education
Amherst College
Bachelor of Arts (BA), Economics, cum laude
Chartered Alternative Investment Analyst
Six Pillar Capital, LLC November 2010 - Present
Roland F. Caron CPA April 2005 - April 2011
Brown Brothers Harriman 1994 - 2006
The Boston Company May 1988 - May 1994
Price Waterhouse Coopers August 1982 - May 1988
Skills
Private Equity, Valuation, Mergers, Hedge Funds, Leadership, Venture Capital, Accounting, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Securities, Corporate Development, Alternative Investments, Strategy, Investments, Trading, Finance, Investment Management, Corporate Finance, Restructuring, Financial Advisory, Asset Management
Education
Babson College 1978 — 1982
BS, Accounting/Communications/Law
Confluence Investment Advisors August 2008 - Present
Omega Advisors August 2003 - October 2003
Moore Capital Management August 2000 - August 2002
Brown Brothers Harriman June 1996 - August 2000
Clay Finlay September 1993 - July 1995
Baring Securities November 1986 - June 1993
Pettit and Martin August 1984 - August 1985
Macmillan October 1981 - August 1982
Sony September 1979 - August 1980
Skills
Portfolio Management, Financial Analysis, Investments, Equities, English, Asset Management, Hedge Funds, Research, Writing, Asset Managment, Venture Capital, Private Equity, Investment Banking, Capital Markets, Management, Trading, Emerging Markets, Business Strategy, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Alternative Investments
Education
Seikei University 1986 — 1987
Post Grad study in Economics on Japanese Education Ministry fellowship
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Economics, European studies, Honors
Carleton College 1975 — 1979
BA, History
Université de Pau et des Pays de l'Adour 1977 — 1977
Diplome d'Etudes Francaises
NCAComp,Inc. June 2008 - Present
Brown Brothers Harriman January 2007 - March 2008
HSBC Bank May 2005 - August 2005
Congressman Brian Higgins January 2005 - April 2005
Buffalo Yacht Club July 2000 - September 2004
Skills
Property & Casualty..., Insurance, Liability, Workers Compensation, Financial Services, Legal Liability, Claims Management, Commercial Insurance, Risk Management, Claim, Underwriting, Brokers, Professional Liability, Casualty, General Insurance, Small Business, Business Development, Team Building, Commercial Lines, Management, Reinsurance, Account Management, New Business Development, Customer Retention
Education
University at Buffalo 2009 — 2012
MBA, Business Admin
Tufts University 2002 — 2006
BA, International Relations
American University 2005 — 2005
Foreign Policy
University of Salamanca, International Education of Students 2004 — 2004
Brown Brothers Harriman June 2014 - Present
State Street Bank & Trust Company June 2011 - June 2014
Bingham McCutchen LLP September 2005 - May 2011
New York City Council July 2000 - July 2002
Regional Plan Association November 1997 - June 2000
Skills
Legal Writing, Contract Negotiation, Legal Research, Government, Contract Management, Social Media, Program Management, Team Leadership, Negotiation, Project Management, Strategy, Process Improvement, Analysis, Business Development, Public Speaking, Legal Advice, Microsoft Office, Management, Strategic Planning, Asset Management, Outlook, Contract Drafting
Education
American University, Washington College of Law 2002 — 2005
JD
New York University, Robert F. Wagner Graduate School of Public Service
MPA, Policy
Brown University 1993 — 1997
B.A., Public Policy
Kiewit January 2015 - Present
ECRI Institute January 2012 - Present
Brown Brothers Harriman 2014 - 2014
M&T Bank February 2011 - January 2012
State of Maryland August 2010 - February 2011
Deloitte March 2010 - August 2010
Dibon Solutions Inc. February 2009 - August 2010
NEC February 2009 - March 2010
Compu-Vision Consulting Inc. January 2008 - February 2009
New York Power Authority August 2008 - January 2009
Skills
.NET, ASP.NET, C#, Databases, PL/SQL, Microsoft SQL Server, SSRS, SOA, WCF, Web Services, T-SQL, Software Development, Business Analysis, Communication, Proactive self-starter, SharePoint, jQuery UI, VSTO, LINQ, MSMQ, Unit Testing, .NET Compact Framework, Generics, ADO.NET, IIS, WPF, ASP, JavaScript, MVC
Education
Andhra University 2000 — 2002
Masters, Computer Science
Andhra University 1996 — 2000
Bachelor's degree, Computer Science
Anonymous November 2014 - Present
JPMorgan Chase March 2013 - November 2014
World Ocean School September 2012 - January 2013
Brown Brothers Harriman July 2012 - September 2012
Citco Fund Services November 2011 - April 2012
RBC November 2010 - October 2011
Atlantic School of Theology September 2010 - January 2011
Mount Saint Vincent University January 2010 - July 2010
Skills
Bank Reconciliation, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Data Analysis, Data Entry, Analysis, Financial Accounting, Bloomberg, Outlook, Microsoft Office, Research, PowerPoint, Microsoft Word, Statistics, Analytical Skills, Teamwork, Time Management, Customer Service, Valuation, Variance Analysis, Credit, Financial Statements, Hedge Funds, Banking, Accounts Receivable, Accounts Payable, Account Reconciliation, Investments
Education
CFA Institute 2011 — 2012
Level 3 Candidate, Financial Analyst
Investment Banking Institute 2012 — 2012
Certificate, Business valuation and cash flow modeling
Mount Saint Vincent University 2009 — 2010
Advanced Accounting Courses, Financial Accounting, 3.9
Acadia University 2002 — 2007
Bachelor of Arts, Economics with Buiness
The McNamara Group LLC July 2011 - Present
Lord Abbett 2010 - 2011
Lord Abbett 2006 - 2010
Lord Abbett 1999 - 2006
Lynch & Mayer 1996 - 1999
Brown Brothers Harriman 1995 - 1996
Schaenen Wood & Associates 1989 - 1995
Skills
Separately Managed..., Unified Managed Accounts, Mutual Funds, Retirement, Leadership, Consensus Building, Product Management, Platform Development, Market Analysis, Business Strategy, Strategy Execution, Project Management, Product Development, Product Marketing, Risk Assessment, Team Building, Relationship Management, Customer Service, Managing Accounts, Wealth Management..., Portfolio Management, Alternative Investments, Asset Management, Financial Services, Management, Equities, Fixed Income, Investments, Asset Allocation
Education
Adelphi University 1986 — 1989
BBA, Management
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
MITRE August 2013 - Present
L&MD Consulting June 2011 - July 2013
Novell 2009 - 2011
Wellington Management January 2007 - December 2008
Brown Brothers Harriman 2004 - 2006
Thomson Financial 1992 - 2003
Skills
Leadership Development, High Potential..., Learning Management, Blended Learning, Training & Development, Program Facilitation, Change Management, Onboarding, Performance Management, Talent Assessment, 360 Feedback, Talent Management, Employee Engagement, Organizational..., Development Planning, Learning Management..., SharePoint, Action Learning, Experiential Learning, Mentoring, Organizational Learning, Employee Training, Program Management, Leadership, CRM
Education
Babson College
BS, Finance, Business
Bank of Tokyo-Mitsubishi UFJ January 2015 - Present
JPMorgan Chase December 2013 - January 2015
JPMorgan Chase April 2013 - January 2015
AIG September 2010 - March 2013
AIG September 2009 - September 2010
Brown Brothers Harriman September 2007 - June 2009
KPMG LLP 2005 - 2007
Marriott International 1999 - 2002
Marriott International 1999 - 2002
Marriott International 1999 - 2002
Skills
Internal Controls, Internal Audit, Auditing, Accounting, Financial Accounting, Risk Management, US GAAP, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Analysis, Operational Risk, Sarbanes-Oxley, Project Management, Financial Audits, Teamwork, Mentoring, Team Leadership
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Adelphi University 2002 — 2005
BBA, Accounting & Finance
The Ohio State University
Master of Business Administration (MBA), Finance and Strategy
Manulife Asset Management September 2015 - Present
Brown Brothers Harriman October 2011 - September 2015
Brown Brothers Harriman December 2007 - October 2011
Brown Brothers Harriman August 2009 - November 2009
Worcester Chamber of Commerce January 2007 - May 2007
State Street Bank June 2006 - August 2006
Investors Bank & Trust June 2005 - August 2005
Skills
Bloomberg, Corporate Actions, Mutual Funds, Fund Accounting, Securities, Equities, Hedge Funds, Bloomberg Terminal, Financial Services, Swaps, Bonds, Options, Trading Systems, Finance, ETFs, Fixed Income, Reference Data, Microsoft Excel, Customer Service
Education
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Hingham High School 1999 — 2003
Merrill Lynch April 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Office Depot May 2013 - August 2013
Stifel Financial Corp. May 2012 - August 2012
Close Concerns May 2011 - August 2011
Education
Amherst College 2011 — 2015
History, 3.4 Cumulative; 3.6 Major
Charles University in Prague 2014 — 2014
Central European Studies, 3.8
Brown Brothers Harriman September 2015 - Present
Change Collective July 2015 - Present
Startup-Prentice September 2014 - Present
Skills
Positive Team Player, Dependable Team Player, Team Leadership, Leadership Development, Leadership, Entrepreneurship..., Entrepreneurial..., Entrepreneurial Skills, Entrepreneurship, Social Networking, Networking, SEO, Social Media, Facebook, Twitter, Blogging, Strategic Thinking, Strategic Consulting, Business Strategy, Strategic Planning, Event Planning, Project Planning, Data Management, Database Administration, Database Design, Databases, Experience Working with..., Microsoft Office, E-commerce, Excel, Minitab, Word, Access, Qualtrics, Windows Movie Maker, Flip Video, Wordpress, PowerPoint, Organizing, Consulting, Multitasker, People-oriented, Mandarin, Editing, B2B, B2C, Public Speaking, Sales, Microsoft Word, Microsoft Excel
Education
Babson College 2010 — 2014
BS
Ashesi University 2013 — 2013
University of Ghana 2013 — 2013
Newton South High School 2006 — 2010
Curate Partners 2015 - Present
SeeScape 2014 - 2015
Brown Brothers Harriman May 2013 - 2015
Massachusetts Democratic Party September 2013 - November 2013
The Golf Club of Cape Cod April 2008 - July 2013
Skills
IT Consulting, Leadership, Recruiting, Technical Staff..., Social Media, Portfolio Management, Research, Start-ups, Staff Augmentation, Networking, Sales, SME, Public Speaking, Management, Consulting, Customer Service
Education
Amherst College 2008 — 2012
B.A, Political Science; Economic Activity and International Relations
Tabor Academy 2004 — 2008
NeWAY Private Capital November 2014 - Present
ComparaMejor.com April 2011 - Present
Onevest January 2014 - February 2015
Wonpy.com April 2013 - January 2014
Grupo Borealis 2008 - 2012
Ernst & Young 2007 - 2008
Wells Fargo Advisors (formerly AG Edwards & Sons) 2006 - 2007
MOITI Massachusetts Office of International Trade and Investment 2005 - 2005
Brown Brothers Harriman 2004 - 2004
Skills
Financial Modeling, Consulting, Finance, Strategy Formulation, Negotiation, Product Management, Economics, Business Strategy, Entrepreneurship, Strategy, E-commerce, Business Development, Real Estate Development, Private Equity, Valuation, Financial Analysis, Due Diligence, Analysis, Leadership
Education
Babson College 2002 — 2006
Bachelor of Science in Business Management, Economics
Founder Institute 2011 — 2011
Hargrave Military Academy 1998 — 2002
BNY Mellon May 2012 - Present
BNY Mellon March 2008 - May 2012
Brown Brothers Harriman November 2007 - February 2008
Morgan Stanley July 2006 - July 2007
Digital Market Research, Inc February 2006 - June 2006
Skills
Securities, Financial Services, Bloomberg, Loans, Finance, Relationship Management, Bonds, Investment Banking, Corporate Finance
Education
Florida Institute of Technology 2012 — 2015
MBA, Management
Alfred University 2001 — 2005
Bachelor of Science, Business Administration/Economics
Northeastern University September 2013 - Present
SCS Financial January 2015 - June 2015
Brown Brothers Harriman January 2014 - June 2014
YMCA of Greater Boston June 2010 - September 2012
Skills
Microsoft Excel, Microsoft Word, French, Charismatic Leadership, Public Speaking, Microsoft Office, Facebook, Derivatives, Friendly Personality, Calculus, Differential Equations, Nonprofits, Statistics, Fundraising, Community Outreach, History, Corporate Actions, Financial Economics, Economics, Bloomberg Terminal, PowerPoint, Teamwork, Leadership, Financial Analysis, Social Media
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Finance and Mathematics
American College of Thessaloniki 2012 — 2013
Business Administration and Management, General
Brown Brothers Harriman December 2013 - Present
PayPal December 2013 - December 2014
BB&T May 2009 - November 2013
BB&T September 2007 - May 2009
Skills
Oracle PL/SQL..., Oracle SQL Developer, Performance Tuning, Unix Shell Scripting, Data Warehousing, Database Administration, SQL Tuning, ETL, Perl, Data Modeling, Software Project..., Requirements Analysis, Requirements Gathering, SDLC, PL/SQL, Oracle Grid, Oracle, SQL, Data Analysis, Unix, Shell Scripting, Agile Methodologies
Education
Anna University 2003 — 2007
Bachelor of Technology (BTech), Information Technology
Gordon Brothers Group April 2013 - Present
Brown Brothers Harriman August 2011 - April 2013
Farrow Corporation June 2011 - August 2011
Assumption College September 2007 - May 2011
Skills
PowerPoint, Mutual Funds, Auditing, Fixed Income, Equities, Financial Analysis, Microsoft Excel
Education
Assumption College 2007 — 2011
B.A, Economics and Management
Assumption College Tennis Captain
Charles River Development February 2010 - Present
Columbia Management August 2006 - January 2010
Brown Brothers Harriman 2001 - 2005
Fidelity Investments April 2000 - October 2002
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Mutual Funds, Corporate Actions, Securities, Hedge Funds, Asset Managment, Portfolio Management, Settlement, Investments, Trading, FX Options, Trading Systems, Compliance, Middle Office, Back Office, Asset Management, Electronic Trading, Banking, Options, Risk Management, Financial Services, Financial Markets, Foreign Exchange, Order Management, Reference Data, Financial Risk, Bonds, Investment Banking, Equity Trading, Equity Derivatives, User Acceptance Testing, FX trading, Testing, Investment Management, Wealth Management, Relationship Management, Bloomberg Terminal
Education
Northeastern University - Graduate School of Business Administration 2001 — 2005
Masters, Business
Athens University of Economics and Business 1993 — 1997
BA, Economics
Fidelity Investments June 2013 - Present
Brown Brothers Harriman August 2011 - May 2013
State Street Bank June 2006 - August 2011
Skills
ETFs, Trading, Financial Services
Education
Assumption College 2002 — 2006
BA, Economics
North Shore-LIJ Health System December 2013 - Present
Brown Brothers Harriman August 2011 - December 2013
Nomura May 2010 - August 2011
Goldman Sachs November 2006 - May 2009
Goldman Sachs November 1996 - November 2006
Goldman Sachs January 1991 - November 1996
Goldman Sachs January 1990 - January 1991
Goldman Sachs October 1982 - January 1990
Unisys January 1980 - October 1982
Skills
Business Continuity, Process Improvement, Project Management, Operational Risk..., Disaster Recovery, Incident Management, Financial Risk, Risk Management, Vendor Management, Enterprise Risk..., Business Continuity..., Risk Assessment
Education
Adelphi University 1978 — 1982
BS, Management / Communications
Farmingdale State College 1975 — 1977
AAS, Information Technology
St. Ignatius & Hicksville High School
hicksville high
RBC October 2014 - Present
Keryx Biopharmaceuticals June 2014 - October 2014
Brown Brothers Harriman January 2014 - April 2014
MEYER SUOZZI ENGLISH AND KLEIN March 2010 - April 2013
TULLETT PREBON July 1998 - March 2010
SUMITOMO CORPORATION OF AMERICA February 1998 - March 1999
SHOWTIME CABLE COMPANY August 1996 - February 1998
SENATE OFFICE OF RICHARD SHELBY June 1995 - August 1995
Skills
Citrix, Technical Support, Vendor Management, Market Data, Troubleshooting, Software Documentation, Operating Systems, Blackberry, Hardware, Help Desk Support, System Administration, Active Directory, Printers, Blackberry Enterprise..., Disaster Recovery, Windows 7, Routers, Infrastructure, VMware, Norton Ghost, DHCP, Networking, Management
Education
Fordham University 2002 — 2014
Bachelor of Arts (B.A.), Communications
Auburn University 1992 — 1996
Communication and Media Studies
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
Copa Airlines November 2010 - June 2013
Brown Brothers Harriman July 2010 - November 2010
Skills
Competitive Analysis, Business Strategy, Financial Analysis, Strategic Planning, Market Research, Corporate Finance, Marketing Strategy, Market Analysis, Business Analysis, Negotiation, Airline Management
Education
Babson College 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration, Finance & Marketing
Universidad Pontificia Comillas 2009 — 2009
Study Abroad Semester, Spring 2009, Focus on Marketing
Machine Zone, Inc. June 2015 - Present
Facebook September 2014 - April 2015
Palo Alto Networks May 2013 - September 2014
eBay August 2012 - May 2013
PayPal July 2011 - August 2012
The Lynch Foundation December 2010 - April 2011
PayPal May 2010 - August 2010
United States Army G-8, Pentagon January 2010 - May 2010
General Catalyst Partners May 2009 - August 2009
Brown Brothers Harriman June 2008 - August 2008
Education
Stonehill College 2007 — 2011
Bachelors, Summa Cum Laude, Finance, Political Science (minor)
American University 2010 — 2010
International Business and Trade, Junior year
Sacred Heart High School 2005 — 2007
SSCA
Brown Brothers Harriman October 2011 - Present
UBS Wealth Management November 2008 - October 2011
Morgan Stanley November 2004 - November 2008
Commerce One September 2000 - August 2001
AppNet January 2000 - September 2000
Boston Red Sox January 1995 - August 2000
Skills
Investments, Portfolio Management, Alternative Investments, Risk Management, Wealth Transfer Planning, Estate Planning, Mergers & Acquisitions, Asset Allocation, Equities, Wealth Management, Wealth, Wealth Management..., Finance, Banking, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Babson College 1996 — 2000
BS
The Boston Latin School 1990 — 1996
Citizens Bank June 2015 - Present
Bainco International Investors June 2014 - May 2015
Fidelity Investments December 2007 - June 2014
Fidelity Investments - National Financial May 2005 - December 2007
Boston Private Bank & Trust Co. March 2004 - May 2005
Brown Brothers Harriman 2001 - 2004
Skills
Trusts, Estate Planning, Asset Protection, Estate Tax Planning, New Business Development, Product Management, Product Development, Wealth Management, Private Client, Project Management, Public Seminars, Consulting, Legal Review, Web Applications, Mutual Funds, Series 7, Financial Services, Securities, Fixed Income, Retirement, Asset Allocation, 401k, Investment Management, Retirement Planning, Wealth Management..., Investment Advisory, Series 63, Private Clients
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor
Assumption College 1989 — 1993
B.A., Political Science, Law & Economics
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman January 2012 - October 2013
Brown Brothers Harriman November 2010 - January 2012
NickersonPR June 2010 - September 2010
Warner Bros. Entertainment Group of Companies January 2010 - May 2010
MTV Networks September 2009 - December 2009
SIDS and Kids Queensland February 2009 - May 2009
Allied Integrated Marketing March 2006 - August 2006
Skills
Press Releases
Education
Fairfield University 2006 — 2010
B.A., Communcations
Australian Catholic University 2009 — 2009
N/A, Study Abroad
Newton Country Day School 2002 — 2006
Brown Brothers Harriman June 1997 - Present
Dean Witter Trust January 1992 - June 1997
Skills
COBOLII, DB2, CICS, Fileaid, SQL, Team Leadership, Project Management, Vendor Management, vsam, Business Analysis, intertest, System Testing, Change Management, Serena Changeman, BCP testing, Open Workbench, Xpediter, FTP, SPUFI
Education
Computer Processing Institute (CPI)
4.0
Riga High Tech University 1975 — 1981
Bachelor of Science (BS), Economics
Cablevision January 2015 - Present
Stevens Institute of Technology January 2014 - Present
Centerlight Health System June 2014 - August 2014
Brown Brothers Harriman April 2013 - May 2013
Stevens Institute of Technology September 2012 - February 2013
State Grid Brasil Transmissão August 2010 - July 2011
Skills
SQL, Python, SAS, R, Tableau, Microsoft Office, MicroStrategy Reporting, Gurobi, PLC Programming, HTML, CSS, Linux, JavaScript
Education
Stevens Institute of Technology 2014 — 2015
Master's degree, Business Intelligence and Analytics, 4.0
Stevens Institute of Technology 2010 — 2013
Master's degree, Electrical and Computer Engineering, 3.839
Tianjin University of Technology 2006 — 2010
Bachelor's degree, Mechatronics, Robotics, and Automation Engineering, 3.85
IBM September 2015 - Present
W.B. Mason Company Inc. February 2015 - September 2015
ClaimAssist at CCS Companies June 2014 - February 2015
Brown Brothers Harriman July 2013 - June 2014
Hologic May 2011 - August 2012
Bickford’s Grille May 2008 - August 2008
Skills
Project Management, Marketing Strategy, Social Media Marketing, Product Marketing, Social Media, Customer Service, Management, Microsoft Office, Outlook, Sports, Team Management, Marketing Research, Bedside Manner, Leadership, Teamwork, Time Management, PowerPoint, Analysis
Education
Assumption College 2012 — 2013
Assumption College 2009 — 2013
Bachelor's degree, International Business
Assumption College 2009 — 2013
International Business, International Business
Tilton School 2006 — 2009
Tilton School R.A., Tilton School
Standard & Poor's March 2013 - Present
UBS February 2011 - March 2013
Brown Brothers Harriman August 2007 - February 2011
DTCC August 2002 - August 2007
Credit Union of Colorado July 1998 - July 2002
Skills
Internal Audit, Auditing, Financial Reporting, Internal Controls, Risk Management, Enterprise Risk...
Education
American University in Bulgaria
University of Oklahoma
MBA, Accounting
Brown Brothers Harriman October 2014 - Present
Northwestern Mutual May 2013 - August 2013
Nexfone February 2013 - April 2013
Puma September 2012 - December 2012
MSRC Co September 2012 - December 2012
Babson College September 2011 - May 2012
DataBands September 2010 - May 2011
Skills
Microsoft Excel, Adobe, Minitab, Palisade Decision Tools, Marketing, PowerPoint, Market Research, Capital IQ, Google Adwords, Google Docs, Google+, Investment Strategies, Entrepreneurship, Salesforce.com, Life Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Management, Analysis, Sales
Education
Babson College 2010 — 2014
Bachelor's of Science in Business Management, Strategic Managenment and Marketing, 3.14
Universidad de Alicante 2013 — 2013
Language in Context
Babson Off-Shore Program 2012 — 2012
The London Stage in Winter
Franklin High School 2006 — 2010
Diploma, 3.8
Year Up January 2004 - Present
Hands to Heart Center September 2014 - Present
Compass Working Capital October 2014 - April 2015
Year Up October 2014 - February 2015
Brown Brothers Harriman August 2004 - April 2014
State Street Bank June 1996 - August 2004
YMCA Training, Inc. January 1998 - January 2003
Skills
Financial Services, Strategy, Derivatives, Financial Risk, Vendor Management, Global Custody, Banking, Mergers & Acquisitions, Finance, Leadership, Outsourcing, Mutual Funds, Corporate Actions
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Darden Graduate School of Business Administration 2008 — 2008
Certificate, Leadership for Extraordinary Performance
American University 1988 — 1992
BA, International Studies
AXA Investment Managers March 2015 - Present
Brown Brothers Harriman April 2013 - January 2015
PwC November 2011 - April 2013
Robert Walters March 2009 - November 2011
Robert Walters May 2007 - March 2009
Hays June 2005 - February 2007
Skills
Auditing, Accounting, Cash Flow, Budgets, IFRS, Management, Sourcing, Risk Management, Analysis, Payroll, Consolidation, Training, Internal Controls, Accounts Payable, Tax, Time Management, Internal Audit, Recruiting
Education
BPP 2008 — 2011
Association of Chartered Certified Accountants, Accounting and Finance
University of Westminster 2006 — 2008
Master's degree, Accounting and Finance
Politechnika Częstochowska 1999 — 2004
Master's degree, Accounting and Finance
Brown Brothers Harriman November 2009 - Present
Goldman Sachs May 2004 - November 2008
Bloomberg September 2000 - May 2004
Skills
Bloomberg, Alternative Investments, Hedge Funds, Trusts, Series 7
Education
Cannon Institute of Higher Learning 2004 — 2007
CTFA, Certified Trust Financial Advisor
La Salle University 1996 — 2000
Bachelor of Arts, Communication
United Technologies - Aerospace August 2014 - Present
ClosingCorp February 2014 - August 2014
Daylight Solutions June 2010 - October 2013
Daylight Solutions March 2011 - September 2012
Daylight Solutions Inc. 2010 - March 2011
Nostalgia Ventures, Inc 2008 - 2010
The Kinetic Collection 1995 - 2007
BD Company 1993 - 1995
Nicholas Applegate August 1992 - January 1993
Brown Brothers Harriman 1992 - 1992
Skills
Financial Analysis, Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Financial Reporting, Cost Accounting, Forecasting, Budgets, Leadership, Due Diligence, Sarbanes-Oxley, Proxy, Inventory, Fixed Assets, Revenue Recognition, Managerial Finance, Internal Controls, Budget, Hyperion Enterprise, Data Analysis, Cash Flow, Financial Modeling, Internal Audit, SEC filings, Account Reconciliation, Manufacturing, ERP, Cash Management, Accounts Payable, GAAP, Business Process..., Variance Analysis, Strategy, Great Plains Software, Business Planning, Program Management, Financial Accounting, Corporate FP, Corporate Development, Team Building, Cash Flow Forecasting, Earned Value Management, Working Capital..., Consolidation, Accruals, SAP, Oracle E-Business Suite, Microsoft Dynamics SL, Business Intelligence..., Deltek
Education
University of San Diego
Masters, Business Administration, Finance
University of Colorado Boulder - Leeds School of Business
Graduate Level Business
Arizona State University 1983 — 1987
Bachelor of the Arts, English & Fine Arts
The University of New Mexico
Certificate: Post Grad, Business Negotiation; Business Mediation
Whitinsville Christian School October 2010 - Present
Brown Brothers Harriman October 2000 - June 2001
Inc. Magazine 1997 - 2000
Skills
Menu Development, Culinary Skills, Event Planning, Cooking, Marketing, Strategic Planning, Food & Beverage, Event Management, Catering, Hospitality, Coaching, Public Speaking, Customer Service
Education
American University 1990 — 1994
B.A., International Communications
University of Connecticut January 2015 - Present
UITS - Husky Tech September 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
CVS Pharmacy September 2011 - February 2014
Skills
Java, Agile Development, Object Oriented Design, Github, AngularJS, Spring MVC, C, Teaching, C++, Windows, Customer Service, Python, MySQL, PHP, Unity3D, Linux, Vim, POSIX, Microsoft Word, PowerPoint, LaTeX, Microsoft Exchange, Hibernate, RESTful WebServices
Education
University of Connecticut 2013 — 2016
Bachelor of Science (BS), Computer Science, GPA: 3.8
Asnuntuck Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, GPA: 3.8
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman February 2012 - Present
Public Consulting Group November 2011 - January 2012
PwC June 2008 - September 2008
Skills
Accounting, Excel, Tax, Financial Reporting, Strategic Financial..., Corporate Finance, Microsoft Excel, Payroll Taxes, Financial Accounting, Finance, Banking, Account Reconciliation, Cost Accounting, Financial Analysis, Financial Modeling, GAAP, Strategic Planning, Financial Planning
Education
Babson College 2007 — 2010
Bsc, Accounting
University of Massachusetts Boston 2006 — 2007
Bachelor of Science, Business Management
Brown Brothers Harriman January 2015 - June 2015
Fundação Getúlio Vargas July 2014 - August 2014
Cotecnica La Bonanza - Waste Management April 2014 - July 2014
Michael & Kitty Dukakis Center for Public and Humanitarian Service September 2013 - December 2013
Education
Northeastern University 2013 — 2017
Bachelor's Degree, Business Administration, Finance, and Emerging Markets, 3.64
American College of Thessaloniki 2013 — 2013
Business Administration, Finance, and Emerging Markets, 3.67
Lycée Martin V - Belgium 2012 — 2013
World Education Program
Colegio San Ignacio de Loyola 2002 — 2012
High School, Sciences
Park Ave Auto Group July 2015 - Present
Pedestal Footwear November 2014 - Present
Fundraise.com Inc March 2014 - Present
OfficeToOctagon.org December 2009 - Present
InnerCity Weightlifting February 2010 - January 2012
Black Bear Energy December 2009 - January 2012
Brown Brothers Harriman October 2008 - October 2009
Danube Dragons January 2008 - July 2008
Skills
Investments, Series 7, Securities, Social Media, Equities, Public Speaking, Fundraising, Research, Mutual Funds, Microsoft Excel, Bloomberg, Financial Modeling
Education
Amherst College 2003 — 2007
Political Science & Fine Arts
Deerfield Academy 2002 — 2003
Tabor Academy
J.P. Morgan May 2013 - Present
Boston Red Sox April 2013 - Present
McAlister Drive January 2006 - Present
Coast to Coast Models and Events July 2006 - August 2015
Organic Artist Agency January 2008 - January 2015
Converse May 2013 - October 2014
Brown Brothers Harriman January 2013 - May 2013
Brown Brothers Harriman May 2006 - January 2013
Brown Brothers Harriman June 2006 - April 2008
Skills
Music, Social Media, Innovation, Advertising, Analytics, Brand Development, Budgets, CRM, Entertainment, Finance, Management, Market Research, Marketing, Press Releases, Time Management, Video, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2003 — 2006
Bachelor of Science, Financial Management and Contractual Legal Studies in Business
Babson College 2005 — 2006
Business Finance and Entrepreneurship
Eckerd College 2001 — 2003
Business, Music
Wellesley College 2005 — 2006
Language and Business
LCB Senior Living, LLC September 2015 - Present
Brown Brothers Harriman June 2015 - September 2015
Brown Brothers Harriman November 2007 - June 2015
INVESTORS BANK AND TRUST June 2005 - November 2007
Skills
Accounting, Process Improvement, Analytics, Financial Analysis, Analysis, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Customer Service, Microsoft Word, Research, Outlook, Project Management, Windows, HTML, English, Team Building, Teaching, Equities, Fixed Income, Derivatives, Cross-functional Team..., New Technology..., Data Analysis, Manage Client..., Account Management, Team Management, Building Relationships, Operational Risk..., Risk Analytics, Enterprise Risk..., Nurturing, Identifying Trends, Process Control, Relationship Management, Staff Development, Workflow Management, Operations Management, Claims Resolution, Claims Management, Claims Investigations
Education
Northeastern University - Graduate School of Business Administration 2009 — 2014
Master's Degree, Finance/Healthcare
Assumption College 2001 — 2005
B.A, Accounting
Mount Saint Mary College November 2013 - Present
Mount Saint Mary College August 2012 - April 2014
Boston Red Sox July 2000 - August 2012
Alfred University August 2010 - June 2012
Brown Brothers Harriman January 2008 - August 2010
Acton Boxborough Regional School District November 2009 - April 2010
Skills
Public Speaking, Coaching, Training, Customer Service, Athletics, Recruiting
Education
Alfred University 2010 — 2012
MBA
Eckerd College 2003 — 2007
Business Management, Minor: Leadership Studies
Vermont Academy 2002 — 2003
Prep School
Brown Brothers Harriman August 2011 - Present
Credit Suisse First Boston September 2009 - January 2010
Beaton Management Company January 2006 - January 2009
Skills
Bloomberg, Account Reconciliation, Financial Analysis, Accounting
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Finance
Marcum LLP September 2014 - Present
Alexander Aronson Finning CPAs June 2013 - May 2014
Alexander, Aronson, Finning CPAs June 2012 - May 2013
Assumption College January 2012 - May 2012
Assumption College January 2011 - May 2012
Brown Brothers Harriman May 2011 - August 2011
Harbor Health Services Inc. December 2010 - January 2011
Skills
Accounting, Leadership, Microsoft Excel, Auditing, Financial Analysis, Financial Statements, Professional Networking, QuickBooks, Audits of Employee..., Tax Preparation, Technical Accounting..., GAAP, Internal Controls, Public Speaking, Social Networking, Microsoft Office
Education
Northeastern University 2014 — 2015
Master's degree, Accounting
Assumption College 2008 — 2012
B.A., International Business, Accounting
Grenoble Ecole de Management 2010 — 2010
CIB, International Business
Boston College High School 2004 — 2008
Norwell Middle School
Liberty Mutual Insurance May 2014 - November 2014
Liberty Mutual Insurance September 2012 - May 2014
Brown Brothers Harriman July 2006 - August 2012
Skills
Financial Modeling, Bloomberg, Financial Analysis, Financial Services, Business Analysis, Mutual Funds, Investments, Valuation, Fixed Income, Relationship Management, Corporate Finance, Securities
Education
Boston University - School of Management 2010 — 2013
MBA, Strategy and Business Analysis, Finance
Babson College 2002 — 2006
BS, Finance, Economics
Aberdeen Group June 2015 - Present
NASDAQ OMX June 2013 - April 2015
Thomson Reuters November 2007 - June 2013
State Street 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Account Management, Customer Relations, Research, Excel, Lead Generation, Marketing Strategy, PowerPoint, Word, Public Relations, Fundraising, Promotions, Coordination, Social Media, Bloomberg, Public Speaking, Product Management, Customer Service, Vendor Relations, Marketing Communications, Leadership, Microsoft Word, Product Marketing, CRM, Salesforce.com, Online Advertising, Team Leadership, Social Networking, Project Management, Online Marketing, Sales, Business Strategy, Strategy, Market Research, Analysis, Strategic Planning, Management, Data Analysis, Entrepreneurship, Strategic Partnerships, Business Development, Program Management, SaaS, Email Marketing, Social Media Marketing, Marketing, Microsoft Excel, Business Analysis, Product Development, Competitive Analysis, Contract Negotiation
Education
Babson College 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University
Bachelors, Political Science
University of Colorado Boulder
Oracle October 2014 - Present
VCE, the Virtual Computing Environment Company February 2012 - September 2014
Brown Brothers Harriman May 2011 - January 2012
Benue November 2010 - May 2011
The MathWorks March 2008 - October 2010
Thomson Financial Services/Omgeo June 2000 - October 2010
Breakaway Solutions November 1999 - March 2000
Thomson Financial August 1997 - November 1999
Liberty Mutual April 1997 - August 1997
Fidelity Investments September 1996 - December 1996
Skills
Programming, Java, Code, Requirements..., Unix, XML, XHTML, C, Eclipse, Websphere, Weblogic, Product Development, Software Development, Network Architecture, Messaging, Consultancy, Scrum, Agile, Problem Solving, Architecture, Workflow, Object Oriented Design, Website Development, Matlab, Cloud Computing, J2EE, Spring, JSF, Hibernate, JPA, RichFaces, PrimeFaces, jQuery, Start-ups, HTML, JUnit, TDD, Web Services, Subversion, Continuous Integration, Apache POI, Oracle, DB2, Balsamiq Mockups, Maven, OSI Model, X.25, X.400, RAD, Swing
Education
Aston University 1981 — 1982
M.Sc., Electronics Engineering
University of Sussex 1978 — 1981
B.Sc. Honors, Electronics Engineering
Bedales School, Petersfield, Hants.
International School Ibadan
The Financial Executives Networking Group, Inc. (FENG) 2014 - 2015
Robert Bosch GmbH 2009 - 2013
Bosch Thermotechnology Corporation 2002 - 2009
Cozy Technology Corp. 2000 - 2002
Brown Brothers Harriman 1992 - 2000
Education
Worcester Polytechnic Institute 1997 — 2000
Master of Business Administration (M.B.A.)
Assumption College 1987 — 1991
Bachelor's Degree, Computer Science
Bank of America Merrill Lynch July 2015 - Present
Wellesley College Library and Technology Services September 2012 - 2015
Bank of America June 2014 - August 2014
Brown Brothers Harriman January 2014 - January 2014
Don M. and Margaret Hilliker YMCA 2012 - 2013
Skills
Data Analysis, Customer Acquisition, Information Technology, Information Management, Marketing, Historical..., Historical Research, Environmental Issues, Blogging, Quantitative Research, Leadership, Organizational..., Group Work, Interdisciplinary..., Interdisciplinary..., Trend Analysis, Social Media, Research, Event Planning, Teaching, Editing, Microsoft Office, Fundraising, Qualitative Research, Writing
Education
Wellesley College 2011 — 2015
Bachelor's degree, History
Babson College 2014 — 2014
Benjamin Logan High School 2008 — 2011
Kaufman Rossin Fund Services January 2013 - May 2015
Brown Brothers Harriman June 2011 - December 2012
Courageous Sailing May 2010 - August 2010
Skills
Fund Accounting, Microsoft Excel, Bloomberg, Accounting, Financial Modeling, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Babson College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
The Wheeler School
High School
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman August 2013 - January 2015
The Advisory Board Company August 2012 - August 2013
CB Richard Ellis June 2011 - August 2011
MAStorage Inc. February 2009 - February 2011
Digitas June 2010 - August 2010
Skills
Entrepreneurship, Research, Public Speaking, Social Media, Non-profits, Spanish, Venture Capital, Editing, Event Planning, Start-ups, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Finance, Marketing
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), American Studies
Noble and Greenough School 2004 — 2008
Charles River School 1994 — 2004
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
Brown Brothers Harriman July 2012 - Present
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman May 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Time Management, Team Leadership
Education
Assumption College 2008 — 2012
Bachelor's degree, Organizational Communication, General
Assumption College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Brown Brothers Harriman February 2011 - Present
Brown Brothers Harriman March 2005 - December 2010
DePaul University August 2001 - March 2005
Skills
Macroeconomics, Emerging Markets, Sovereign Debt, Credit Risk, Industrial Organization, Econometrics, Portfolio Optimization, Risk Management, Monte Carlo Simulation, Dynamic Programming
Education
Arizona State University - W. P. Carey School of Business 1996 — 2001
Ph.D., Economics
Universidad Católica Boliviana 1990 — 1994
Licenciatura, Economía
Cambria Investment Management, Inc. July 2015 - Present
Brown Brothers Harriman July 2013 - June 2015
Brown Brothers Harriman March 2012 - June 2013
Brown Brothers Harriman December 2011 - April 2012
Archway Investment Fund September 2009 - May 2010
Merrill Lynch September 2009 - December 2009
Skills
Investments, Equities, Securities, Banking, Bloomberg, Business Strategy, Competitive Analysis, ETFs, Financial Modeling, Fixed Income, Market Research, Mutual Funds, Trading, Valuation, Analysis, PowerPoint, Finance, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Bryant University 2011 — 2013
Master of Business Administration (MBA)
Bryant University 2006 — 2010
BSBA, Finance & Economics
Shanghai Finance University
Brown Brothers Harriman - BBH Capital Partners September 2003 - Present
Brown Brothers Harriman August 2000 - September 2003
Education
Amherst College 1996 — 2000
Bachelor of Science (BS), Psychology, Spanish
University of Seville, Spain 1999 — 1999
Spanish Language, Literature and History
State Street October 2013 - Present
Brown Brothers Harriman March 2011 - October 2013
Brown Brothers Harriman October 2006 - March 2011
Investors Bank & Trust February 2005 - October 2006
Metro Credit Union May 2004 - February 2005
Skills
HRIS, PeopleSoft, Analytics, Human Resources, Recruiting, Microsoft Excel, Microsoft Office, Lotus Notes, Outlook, Data Analysis, PowerPoint, Project Coordination, Financial Services, Employee Relations, Process Improvement, Workday, Applicant Tracking..., Employee Benefits, Performance Management
Education
Suffolk University 2008 — 2010
Masters Degree, Human Resources
Babson College 2000 — 2004
Bachelors, Business Administration
Eaton Vance September 2014 - Present
Pioneer Investments December 2012 - September 2014
Brown Brothers Harriman October 2011 - November 2012
Q-Biz Solutions, LLC June 2010 - September 2011
Cranmore Mountain Resort December 2010 - March 2011
Skills
Microsoft Office, Budgets, Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Internal Audit, Financial Accounting, Cash Flow, Teamwork, Access, Account Reconciliation, Financial Analysis, Analysis, GAAP, Outlook, Payroll, Risk Management, Financial Statements, Accounting, Microsoft Word, Investments, Series 7
Education
Assumption College 2010 — 2012
MBA, Accounting and Management, 3.8 GPA
Assumption College 2006 — 2010
BA, Accounting and Economics
Cielo Concepts Inc. April 2011 - Present
Altisource September 2013 - April 2014
American Student Assistance April 2013 - August 2013
Confer Technologies, Inc. November 2012 - May 2013
Harvard Business School February 2013 - March 2013
Novartis April 2012 - November 2012
MIT September 2011 - April 2012
Brown Brothers Harriman June 2011 - September 2011
VMware September 2010 - June 2011
Isobar March 2010 - September 2010
Skills
jQuery, Web Applications, JavaScript, Agile Methodologies, CSS, AJAX, User Experience, Web Development, HTML 5, HTML, Software Development, User Interface Design, Front-end, E-commerce, User Interface, Information Architecture, Web Design, HTML5, Interaction Design, Integration, MVC, Databases, Usability, OOP, Design Patterns, Programming, XHTML, Accessibility, MySQL, CSS3, Node.js, AngularJS, Solution Architecture, Front-end Development, JSON, Web Standards, HTML + CSS, Cross-browser..., Agile
Education
Art Institute of Dallas 1998 — 1999
Associate, Computer Animation
University of North Texas 1987 — 1993
Bachelor, Biology
Tiffany & Company April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2013 - March 2015
Jefferies & Company February 2013 - May 2013
Bracco Diagnostics March 2012 - February 2013
Lloyds Banking Group January 2009 - February 2012
Bank of Scotland January 2008 - December 2008
Brown Brothers Harriman November 2006 - December 2007
Citi April 2006 - October 2006
Pfizer April 2005 - March 2006
Skills
Business Objects, Data Warehousing, Business Intelligence, ETL, Data Modeling, Crystal Reports, Informatica, Oracle, Business Analysis, PL/SQL, Databases, Microsoft SQL Server, Data Integration, Data Migration, SQL, ERP, Master Data Management, Dashboard, Data Analysis, Teradata, Integration, Business Intelligence..., Requirements Analysis
Education
Andhra University
Master's Degree
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Sapient February 2008 - March 2014
Symbiox Technologies, Inc February 2002 - February 2008
Fidelity Capital Markets July 2000 - October 2001
Software Consulting Network May 2000 - January 2001
Brown Brothers Harriman January 1998 - September 1999
CBSI (Now Covansys) July 1993 - January 1998
Tata Consultancy Services June 1990 - July 1993
Skills
Program Management, Product Management, Strategic Planning, Solution Architecture, Solutions Design, Leading Organizational..., IT Management, Project Management, Agile Methodologies, Databases, SDLC
Education
Babson College 1998 — 2001
Master's Degree
University of Mysore 1985 — 1989
Bachelor's Degree
Brown Brothers Harriman September 1998 - Present
Brown Brothers Hariman & Co 2006 - January 2008
PricewaterhouseCoopers 1995 - 1998
Hartford Life 1991 - 1995
Education
University of Hartford 1993 — 1995
MS, Accounting
Babson College 1987 — 1991
BS, Finance
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
Brown Brothers Harriman September 2008 - Present
Fidelity Investments February 2005 - August 2008
Dunkin' Brands February 2004 - February 2007
The Hanover Insurance Group February 1998 - January 2004
Skills
Financial Modeling, Financial Analysis, Variance Analysis, Strategic Financial..., Essbase, Financial Reporting, Forecasting, Financial Forecasting, Hyperion Enterprise, Finance, Accounting, Analysis, Access, Process Improvement, Investments, Budgets, General Ledger, Corporate Finance, Cash Flow Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2007
MBA, Entrepreneurship, Marketing
Anna Maria College 1993 — 1997
BA, Biology
The JBG Companies June 2006 - Present
FBR Capital Markets June 2004 - June 2006
Brown Brothers Harriman June 1999 - July 2002
The Advisory Board Company June 1998 - June 1999
Skills
Real Estate, Mergers, Private Equity, Real Estate Investment, Joint Ventures
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
M.B.A., Real Estate Development and Finance
Amherst College 1994 — 1998
B.A., Political Science, Cum Laude
St. Albans School 1988 — 1994
Hartford Investment Management 2006 - August 2014
State Street Global Advisors June 2005 - September 2006
State Street Global Advisors March 2004 - June 2005
State Street Global Advisors September 1996 - March 2004
State Street Global Advisors March 1994 - September 1996
Brown Brothers Harriman November 1992 - March 1994
State Street Bank & Trust July 1990 - November 1992
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Trading, Risk Management, Mutual Funds, Valuation, Emerging Markets, ETFs, Financial Services, Asset Management
Education
Babson College 1997 — 2001
MBA
Bentley University 1986 — 1990
Finance & Economics
ANC 1983 — 1986
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
Braintree Public Schools July 2013 - Present
Hingham Public Schools September 2011 - Present
Brown Brothers Harriman July 2007 - April 2009
BISYS 2004 - 2007
Education
Cambridge College 2009 — 2011
Masters, Elementary Education
Assumption College 1990 — 1994
Thrive Commerce April 2015 - Present
Self Employed June 2010 - March 2015
Brown Brothers Harriman June 2011 - July 2012
LifeMist Technologies, Inc. October 2009 - May 2010
SeventySix Capital September 2009 - April 2010
Stonebridge Partners May 2009 - September 2009
Kaplan, Inc January 2008 - August 2008
American Cancer Society 2005 - 2007
HarperCollins Publishers 2002 - 2004
Skills
Market Research, Strategy, Marketing, Analysis, Competitive Analysis, Valuation, Financial Modeling, Portfolio Management, Market Analysis, Strategic Planning, Event Planning, Forecasting, Social Media, Entrepreneurship, Data Analysis, Sales, Sales Management, Sales Operations, Salesforce.com, CRM, Management, Start-ups, Business Development, E-commerce, Project Management, Consulting, Marketing Strategy, Leadership
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Finance and Strategic Management, 3.81 GPA
Amherst College 1997 — 2001
Bachelor of Arts (B.A.), English
Mount Greylock Regional High School 1991 — 1997
Fidelity Investments 2007 - 2010
Brown Brothers Harriman 2007 - 2007
MERCER HUMAN RESOURCE SERVICES 2006 - 2006
FIDELITY INVESTMENTS – Fund Pricing and Cash Management 2005 - 2006
FIDELITY BROKERAGE COMPANY - Technology 2004 - 2005
SAFETY INSURANCE CO January 1999 - January 2004
FIDELITY MANAGEMENT TRUST CO January 1998 - January 1999
FIDELITY MANAGEMENT RESEARCH CO January 1993 - January 1998
SUNGARD BROKERAGE SYSTEMS 1998 - 1998
Skills
User Acceptance Testing, Project Management, Management, Systems Analysis, Quality Assurance, Leadership, Visio, Requirements Analysis, IT Strategy, Business Analysis, SDLC, Access, Business Requirements, Program Management, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1985
Babson College
Masters of Business Administration, Information Technology
NORTHEASTERN UNIVERSITY
Bachelor of Science, Bachelor of Arts, Management Information Systems
Brown Brothers Harriman February 2005 - Present
Computer Sciences Corporation February 2001 - February 2005
DB Concepts August 1999 - January 2001
Education
Yashwantrao Chavan Maharashtra Open University
Brown Brothers Harriman October 2008 - Present
Brown Brothers Harriman November 2007 - October 2008
Ernst & Young November 2004 - November 2007
Education
University of Maine 2000 — 2002
MBA
American University in Bulgaria 1995 — 1998
BA, Business and Political Science
CPA
CPA
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Axiom December 2013 - Present
Brown Brothers Harriman March 2010 - November 2013
K&L Gates March 2007 - April 2009
Investors Bank & Trust March 2004 - March 2007
U.S. Securities and Exchange Commission August 1998 - July 2001
Skills
Securities, Securities Regulation, Mergers, Due Diligence, Mutual Funds, SEC, Mergers & Acquisitions, Legal Writing, Financial Services, Corporate Governance, Investment Advisory, Legal Research, Corporate Law, Risk Management, Hedge Funds
Education
Boston University School of Law 2004 — 2006
LL.M., Banking and Financial Law
American University Washington College of Law 1995 — 1998
J.D., Law
University of Pennsylvania 1990 — 1994
B.A., International Relations, French and Econ
Calhoun
Stay at home mom December 2007 - Present
Brown Brothers Harriman June 2006 - December 2007
U.S. Securities and Exchange Commission December 2004 - June 2006
John Hancock Financial Services October 1999 - December 2004
PricewaterhouseCoopers January 1995 - October 1999
Skills
Financial Services, Financial Analysis, Banking, Investments
Education
Northeastern University - Graduate School of Business Administration 1994 — 1995
Master of Business Administration (M.B.A.), Accounting
Auburn University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Ornamental Horticulture
Macquarie Securities (USA) Inc 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller September 2007 - November 2009
Fox-Pitt, Kelton July 2000 - August 2007
Brown Brothers Harriman January 1999 - May 2000
Daiwa Bank January 1990 - December 1998
Skills
Series 7, Series 63, Series 24, Equity Research, Valuation, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1989
MBA, Business Administration
Nagasaki Higashi High School
Nagasaki University
Bachelor, Economics
Brown Brothers Harriman April 2005 - Present
Education
Assumption College
CoBank November 2012 - Present
Brown Brothers Harriman September 2010 - November 2012
OppenheimerFunds March 2000 - September 2010
Skills
Mutual Funds, Securities, Fixed Income, Fund Accounting, Bloomberg, Alternative Investments, Financial Services, Equities, Financial Modeling
Education
Auburn University, College of Business 2007 — 2010
MBA, Accounting and Finance
University of Northern Colorado 1996 — 1999
BSBA, Marketing
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds June 1998 - September 2010
Skills
Mutual Funds, Asset Management, Financial Services, Financial Analysis, Portfolio Management, Relationship Management, Valuation, Financial Modeling, Vendor Management, Alternative Investments, Series 7, Fixed Income
Education
Columbia College (PA) 1998 — 2002
Brown Brothers Harriman March 2008 - April 2014
MSPCA Angell July 2010 - July 2013
State Street Corporation October 2003 - March 2008
Skills
Advanced Excel, Pricing Analysis, Client Service, PowerPoint, Security Valuation, Derivative Valuation, Derivative Processing, Fund Accounting, Valuation, Financial Services, Derivatives, Investments, Bloomberg Terminal, Portfolio Management, Analysis, Mutual Funds, Banking, Microsoft Excel
Education
Bay State College 2014 — 2016
Physical Therapist Assistant, Second Year
New England College of Finance/UC Berkeley Extension 2007 — 2007
Financial Services; Management
Assumption College 1999 — 2003
Bachelor of Arts (BA), Economics
Chaminade High School 1995 — 1999
Liberal Arts
Freelance 2008 - Present
CGI 2005 - 2007
Bank of America 2003 - 2005
Hosting.com 2001 - 2002
Steelpoint Technology 2001 - 2001
HarvardNet 2000 - 2001
Brown Brothers Harriman 1999 - 2000
CGI 1996 - 1999
Electric Insurance Company 1993 - 1996
Education
Northeastern University 1997 — 1998
Certificate, Programming & Software Development
American University 1989 — 1993
BA
University of Massachusetts Lowell
University of Massachusetts Lowell
University of Massachusetts Lowell
University of Massachusetts Lowell
Brown Brothers Harriman August 2006 - Present
Investors Bank & Trust 2002 - 2006
Boston Financial Data Services - Defined Contribution Services Division 2001 - 2001
boston financial 2001 - 2001
Colbent Corporation 1997 - 2001
Skills
Mutual Funds, Hedge Funds, Corporate Actions
Education
Assumption College 1988 — 1992
BA, English
Bridgton Academy 1987 — 1988
Brown Brothers Harriman February 1999 - Present
Lyons Group October 1997 - February 1999
Cataldo Nursery May 1994 - January 1999
Skills
Bloomberg, SDLC, Fixed Income, Equities, Corporate Actions, Market Data, Financial Markets, Securities, Vendor Management, Financial Services, Trading Systems
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Management
Babson College 1995 — 1999
Bachelors, QTM/Investments
Mobile Heartbeat January 2011 - Present
ACI Worldwide March 2005 - December 2010
Accenture July 2003 - March 2005
Assette formerly Business Technology Alliance July 2000 - July 2003
Highground Systems (now Sun Microsystems) June 1999 - July 2000
Boston University Corporate Education Center November 1998 - May 1999
Brown Brothers Harriman June 1997 - August 1998
Education
Babson College 1993 — 1997
BA, Management Information Systems, Accounting
Brown Brothers Harriman January 2014 - Present
Progressive Provider Services June 2009 - December 2013
Skills
Accounting, Analysis, Healthcare, Financial Accounting, Financial Statements, Financial Analysis, Management, Auditing, Medicare, Budgets, Microsoft Excel, Cost Reporting, Healthcare Reimbursement, QuickBooks, Forecasting
Education
University of Colorado at Denver 2009 — 2011
Master of Science (M.S.), Finance
Providence College 2007 — 2009
Bachelor of Science (B.S.), Accounting
Yeshiva Toras Chaim Talmudical Seminary 2002 — 2006
The Joint Chiropractic January 2015 - Present
Church Tavern Advisors, LLC May 2002 - Present
WestLB 1996 - 2002
Brown Brothers Harriman 1994 - 1996
Skills
Bloomberg, Subprime, Alt-A, Securities, CDO, Credit, Bonds, Structured Finance, Fixed Income, Asset Management, Securitization, Intex, CLO, Surveillance
Education
Babson College 1991 — 1994
BS, Finance, Economics
Williston Northampton School 1988 — 1990
Tiedemann Wealth Management July 2008 - Present
Brown Brothers Harriman Trust Company June 2004 - May 2008
Brown Brothers Harriman December 1999 - June 2004
Gunster Yoakley & Stewart, PA December 1994 - December 1999
Cadwalader, Wickersham & Taft LLP May 1989 - December 1994
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Investment Advisory, Wealth Management, Securities, Private Equity, Wealth Management..., Asset Managment, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, High Net Worth..., Capital Markets, Estate Planning, Investment Strategies, Due Diligence, Asset Management, Retirement Planning, Investment Banking, Financial Advisory
Education
Fordham Law School 1978 — 1981
Doctor of Law (J.D.)
Amherst College 1973 — 1977
A.B., Economics and Political Science
The Choate School 1969 — 1973
Brown Brothers Harriman 2008 - Present
Brown Brothers Harriman 1996 - 2008
Chemical Bank January 1992 - May 1996
Manufacturers Hanover Trust June 1987 - December 1991
Skills
Risk Management, Financial Services, Banking, Capital Markets, Financial Risk, Internal Audit, Mutual Funds, Equities, Enterprise Risk..., Auditing, Hedge Funds, Securities, Alternative Investments, Finance, Fixed Income
Education
Adelphi University 1983 — 1987
BBA, Accounting
Philips North America February 2013 - Present
The Computer Merchant October 2012 - February 2013
VCE, the Virtual Computing Environment Company June 2012 - September 2012
RBS Citizens Group August 2011 - June 2012
Accume Partners June 2009 - June 2011
Brown Brothers Harriman November 1996 - May 2009
Brown Brothers Harriman November 1996 - March 1999
Avery Dennison October 1993 - November 1996
Bull HN Information Systems, Inc. February 1991 - October 1993
Blue Cross and Blue Shield of Massachusetts November 1988 - January 1991
Skills
CISA: Certified..., CGEIT: Certified in..., CRISC: Certified in..., ISO/IEC 27002, COBIT..., Time Management, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, SAS70, Information Security..., Internal Audit, Financial Risk, Risk Management, Risk Assessment, COSO, Information Security, Business Continuity, GLBA, Operational Risk..., Internal Controls, Auditing, Sarbanes-Oxley, ISO 27001, Operational Risk, Access, Banking, Business Process, Security, Information Technology, Disaster Recovery, Governance, ITIL, CISA, Software Documentation, IT Management, Analysis
Education
Babson College 1981 — 1984
M.B.A., Business with a concentration of finance and computers.
University of Massachusetts, Amherst 1977 — 1981
BACHELOR'S of SCIENCE
AboutJobs.com May 2009 - Present
Brown Brothers Harriman April 2004 - January 2009
Brown Brothers Harriman August 1999 - March 2004
The Boston Company July 1998 - August 1999
Mellon Bank September 1995 - July 1998
Skills
Fixed Income, Investments, User Acceptance Testing, CRM, Software Documentation, Securities, Analysis, Financial Services
Education
Assumption College 1991 — 1995
BA, Accounting, Economics
Brown Brothers Harriman November 2013 - Present
MetLife September 2011 - November 2013
AkzoNobel January 2006 - August 2011
Seyfarth Shaw 2003 - 2006
Grotta, Glassman & Hoffman 2000 - 2003
Passman & Kaplan, PC 1999 - 2000
American Federation of Government Employees-AFL-CIO 1998 - 1999
Skills
Labor and Employment Law, Employment Law, Corporate Law, Employment..., FMLA, Discrimination, Mediation, Employee Benefits, Labor Relations, Mergers & Acquisitions, Legal Advice, Human Resources, Deferred Compensation, Collective Bargaining, Personnel Management, Arbitration
Education
American University Washington College of Law 1995 — 1998
JD, Law
University of Pennsylvania 1991 — 1995
BA, History
Penncrest High School
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management May 2013 - August 2014
Brown Brothers Harriman April 2012 - August 2012
Pioneer Investments June 2010 - April 2012
Pioneer Investments June 2008 - June 2010
AspenCross Financial Group June 2007 - August 2007
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors
Amherst College 2004 — 2008
Bachelor of Arts, Economics
Putnam Investments April 2012 - Present
Brown Brothers Harriman April 2010 - April 2012
Hexaware Technologies February 2005 - April 2012
NCO Financial Systems 2006 - 2010
Cognizant Technology Solutions 2004 - 2005
iGATE Global Solutions April 2001 - July 2004
Skills
SDLC, J2EE Application..., Web Services, Spring, Hibernate, ZK Framework, Groovy, PL/SQL, C++, Unix, JSF, Struts, XML, ZK, Solution Architecture, EJB, Tomcat, SOA, Core Java, Big Data, Hadoop, Hive, Apache Pig, JDBC, REST, JavaScript, Spring Framework
Education
Bostons Computer Institute 2000 — 2001
Post Graduate Diploma, Software Application Engineering
College of Engineeering Amravati 1996 — 2000
BE, Electrical
Amravati University
Manibai Gujarathi School
Soneter January 2014 - Present
Soneter August 2011 - Present
Cannell Capital LLC August 2011 - December 2013
RZR Management LLC July 2003 - January 2012
Sanford C. Bernstein & Co., LLC (part of AllianceBernstein) 1998 - 2003
Brown Brothers Harriman January 1996 - January 1998
Skills
Hedge Funds, Venture Capital, Investments, Portfolio Management, Private Equity, Equity Research, International Sales
Education
Babson College 1994 — 1996
BS, Finance
Institut Florimont, Geneva, Switzerland 1988 — 1991
Maturite Federale, Economics
Brown Brothers Harriman
Skills
Financial Services, AML, Credit Risk, Operational Risk..., Innovation, Process Improvement, Workflow Management, Document Imaging, Business Analysis, Requirements Gathering, Relationship Management, Vendor Management, International Trade, Letters of Credit, Documentary Collections, URC, UCP, SWIFT messaging, Commercial Banking, Budget Process, Outsourcing, Risk Management, Banking
Education
Adelphi University
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman July 2006 - June 2015
Brink’s 2007 - 2007
Societe Generale 1999 - 2002
Volvo Trucks 1997 - 1999
Kompass International 1995 - 1996
Skills
Banking, Microsoft Excel, Financial Analysis, Investments, Accounting, Russian, Finance, Risk Management, Analysis, Microsoft Office, Bloomberg, Financial Reporting, Lotus Notes, Human Resources, Asset Management
Education
University of North Alabama 2000 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Azerbaijan State University of Languages 1997 — 1999
Master of Arts (M.A.), Linguistics
Azerbaijan State University of Languages 1993 — 1997
Bachelor of Arts (B.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Brown Brothers Harriman Business Owner/InnkeeperThe Ivy LodgeMarch 2014 - Present
Skills
Corporate Actions, Financial Services, Securities, Equities, Mutual Funds, Asset Management, Change Management, Investments, Risk Management, Fixed Income, Banking
Education
Babson College 1981 — 1984
high
Brown Brothers Harriman Senior Operations SpecialistBrown Brothers HarrimanFebruary 2007 - February 2010
Brown Brothers Harriman December 2005 - January 2007
The Steffan Group May 2004 - August 2004
Education
Babson College 2001 — 2005
BS, Business
Blue Shores Capital May 2013 - Present
Fielder Capital Group, LLC March 2013 - May 2013
Echo Street Capital Management May 2011 - August 2011
Societe Generale 2006 - 2010
Brown Brothers Harriman June 2004 - February 2006
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Amherst College 2000 — 2004
BA, Economics
Brown Brothers Harriman January 2015 - Present
Kitewheel June 2013 - January 2015
TCG Networks April 2012 - May 2013
Babson College May 2011 - May 2013
Babson College May 2011 - May 2013
Babson College August 2009 - May 2013
Arthritis Foundation January 2012 - May 2012
Wellesley Country Club June 2011 - September 2011
Gold's Gym August 2007 - August 2010
Skills
Marketing, Social Media, Event Planning, Public Relations, Marketing Strategy, Management, Event Management, Facebook, Access, PowerPoint, Microsoft Office, Market Research, Microsoft Word, Social Media Marketing, Data Analysis, Public Speaking, Word, Excel, Leadership, Team-oriented, Outlook, Entrepreneurship, Project Management, HTML, Constant Contact, CSS, Strategic Planning, Radian6, SPSS, JavaScript, jQuery, Drupal, Aptana, Online Marketing, Marketing Research, Sales, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Microsoft Excel
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management, Cum GPA 3.3; Concentration GPA 3.84
Babson College 2009 — 2013
BS, Marketing
Reebok August 2015 - Present
Boston Properties May 2015 - August 2015
Boston Properties May 2013 - May 2015
Babson College September 2009 - May 2013
Brown Brothers Harriman June 2011 - August 2012
Lemonade Day Boston January 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Accounting, Microsoft Office, Access, Time Management, Data Analysis, Entrepreneurship, Bloomberg, Minitab, Commercial Real Estate, Finance, Financial Reporting, Visio, Social Media
Education
Babson College 2009 — 2013
Bachelors of Science in Business Administration, Finance, Economics
Harvard Extension School
Master of Business Administration (M.B.A.), Marketing
Holderness
High School Diploma
Brown Brothers Harriman December 2011 - Present
Radius International September 2011 - December 2011
Gentle Giant Moving Co. June 2007 - October 2011
Assumption College Information Technology Center September 2005 - May 2009
Education
Assumption College 2005 — 2009
Bachelor of Arts, Business Management
SunGard Financial Systems November 2013 - Present
Broadridge August 2011 - November 2013
Brown Brothers Harriman May 2007 - August 2011
SunGard - Wall Street Concepts 1999 - 2003
Skills
Tax Reporting, Tax, Corporate Actions, Securities, Equities, Fixed Income, Derivatives, SWIFT payments, Business Analysis, Account Reconciliation, Back Office, Risk Management, Banking, Global Custody, Change Management, SDLC, Access, Financial Services, Process Improvement, Middle Office, Mutual Funds, Settlement, Mergers & Acquisitions, Fund Accounting, Operational Risk, Bloomberg, Hedge Funds, Capital Markets, Financial Risk, Alternative Investments, Bonds, FX Options, Investment Banking, Trading Systems, Asset Management, Strategy, Financial Markets, Trading, Options
Education
Kean University 1987 — 1989
Economics
American University 1985 — 1986
Political Science and Government
Scotch Plains Fanwood High School 1981 — 1985
College/University Preparatory and Advanced High School/Secondary Diploma Program
Brown Brothers Harriman June 2013 - August 2013
UBS Wealth Management June 2012 - July 2012
Education
Amherst College 2010 — 2014
B.A. in Economics and Environmental Studies
Dartmouth College - The Tuck School of Business at Dartmouth
Bridge Business Program
Brown Brothers Harriman August 2013 - Present
J.P. Morgan January 2012 - August 2013
J.P. Morgan Asset Management January 2008 - July 2012
Skills
Fund Accounting, Cash, Corporate Actions, Hedge Funds, Bloomberg, Accounting, Equities
Education
Babson College 1997 — 2001
Bachelor of Science, Management, Finance
Canaccord Genuity Inc. August 2014 - Present
GW&K Investment Management September 2008 - August 2014
G51 Capital September 2012 - May 2013
Gannett Welsh & Kotler November 2007 - September 2008
Brown Brothers Harriman July 2005 - July 2007
Morgan Stanley June 2004 - August 2004
Skills
Candidate for CFA...
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)
Babson College 2001 — 2005
Bachelor of Science, Business Management
Kubisys Inc. 2007 - Present
Setrakian Financial Group (SFG) 2001 - Present
Brown Brothers Harriman 1980 - 2000
Chase 1975 - 1978
Skills
Start-ups, Entrepreneurship, Investments, Hedge Funds, Product Management, Enterprise Software
Education
Harvard Business School
Master of Business Administration (M.B.A.)
American University of Beirut
Bachelor's degree, Mechanical Engineering
Brown Brothers Harriman March 2001 - August 2001
Parsons Brinckerhoff 1998 - February 2001
Pall Corporation 1997 - 1998
ARMA International 1996 - 1997
Pall Corporation 1991 - 1997
Skills
Research, Intellectual Property, Project Management, Management Consulting, Contract Negotiation, Strategic Planning, Legal Research, Records Management, Expert Witness, Information Management, Archives, Disaster Recovery, Business Resumption...
Education
Long Island University, C.W. Post Campus 1995 — 2001
Master of Library & Information Science (MLIS), Archives/Archival Administration
Touro College Jacob D. Fuchsberg Law Center 1991 — 1995
Doctor of Law (JD), Law
Adelphi University 1986 — 1990
Bachelor of Science (BS), Biochemistry
Worcester Public Schools 2004 - Present
Brown Brothers Harriman 1986 - 2004
State Mutual Insurance 1984 - 1986
Education
Assumption College 1980 — 1984
Bachelor of Arts (BA), English
Medway High School 1976 — 1980
Worcester State College
Education
State Street Bank May 1996 - Present
Brown Brothers Harriman 1994 - 1996
Bob Woolf Associates August 1991 - 1994
Skills
Board of Directors..., Reporting, Board Presentations, Audit Committee, Team Management, Office Management, Organization Skills, Executive Support, Executive..., Project Coordination
Education
Babson College 1987 — 1991
Business Administration and Management, General
Haverhill High School
High School
Deutsche Bank July 2014 - Present
Federal Reserve System January 2009 - July 2014
Northern Trust Wealth Management February 2007 - December 2008
Brown Brothers Harriman December 2005 - February 2007
U.S. Trust September 2001 - December 2005
J.P. Morgan June 1996 - August 1997
Chase October 1992 - June 1996
Skills
Financial Services, Finance, Portfolio Management, Securities, Investments, Financial Analysis, Equities, Risk Management, Trusts, Banking, Wealth Management, Asset Management, Mutual Funds
Education
Villanova University School of Law 2007 — 2011
Master of Laws (LL.M.) in Tax, Tax Law/Taxation
Union University-Albany Law School 1997 — 2000
Juris Doctor (J.D.), Trusts and Estates
Binghamton University 1987 — 1991
Bachelor's Degree, Sociology
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman 2010 - 2013
Brown Brothers Harriman 2006 - 2010
State Street Bank 2006 - 2006
State Street Bank 2003 - 2006
State Street Bank 2002 - 2003
Skills
Mutual Funds, Equities, Financial Services, Fund Accounting, Securities, Fixed Income, Accounting
Education
Assumption College 1998 — 2002
Bachelor's degree, Marketing