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
Employee
Years
Job
Industry
Ellen Brandt Ellen Brandt's Brown Brothers Harriman Experience January 2015 - Present
Job Fund Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
Cameron Hooker Cameron Hooker's Brown Brothers Harriman Experience July 2013 - Present
Job Operations Specialist OTC Derivitives at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman December 2012 - July 2013
Clockwork Clothing Company LLC January 2008 - December 2012
TJ Hooker Inc May 2003 - May 2012
Colorado State University 2007 - 2012
Skills
Microsoft Office, Statistics, Research, Public Speaking, PowerPoint, Business Analysis, Bloomberg Terminal, Certified Supply Chain..., Bloomberg, Microsoft Excel, Leadership, Management, Derivatives, Customer Service, Microsoft Word, Financial Analysis, Finance, Strategic Planning, Marketing, Sales, Event Planning
Education
Colorado State University 2007 — 2012
Bachelor of Science, Finance - Investment Analysis
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman December 2012 - July 2013
Clockwork Clothing Company LLC January 2008 - December 2012
TJ Hooker Inc May 2003 - May 2012
Colorado State University 2007 - 2012
Skills
Microsoft Office, Statistics, Research, Public Speaking, PowerPoint, Business Analysis, Bloomberg Terminal, Certified Supply Chain..., Bloomberg, Microsoft Excel, Leadership, Management, Derivatives, Customer Service, Microsoft Word, Financial Analysis, Finance, Strategic Planning, Marketing, Sales, Event Planning
Education
Colorado State University 2007 — 2012
Bachelor of Science, Finance - Investment Analysis
Philip Eichhorn, CFA Philip Eichhorn, CFA's Brown Brothers Harriman Experience September 2010 - April 2011
Job Junior Trader at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - July 2015
OppenheimerFunds April 2014 - December 2014
Innovest Portfolio Solutions April 2012 - April 2014
Brown Brothers Harriman September 2010 - April 2011
Innovest Portfolio Solutions 2011 - 2011
OppenheimerFunds February 2005 - September 2010
Skills
Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Equities, Hedge Funds, Asset Management, Fund Accounting, Investments, Investment Management, Bloomberg Terminal, Portfolio Management, Capital Markets, Financial Modeling, Asset Allocation, Equity Research, Series 7, Investment Strategies, Financial Markets, Valuation
Education
Colorado State University 2001 — 2004
BS, Finance
Rachel Mitchell Rachel Mitchell's Brown Brothers Harriman Experience June 2013 - Present
Job Associate, Client Service Group at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
Oppenheimerfunds Inc August 2007 - December 2010
Oppenheimerfunds Inc August 2006 - August 2007
Oppenheimerfunds Inc April 2005 - August 2006
Skills
Mutual Funds, Investments, Portfolio Management, Fund Accounting, Trading, Accounting, Mergers & Acquisitions, Bloomberg, Alternative Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Asset Allocation, Securities, Financial Analysis, Series 7, Valuation, Financial Modeling, Investment Strategies, Investment Management
Education
Colorado State University 2000 — 2004
Bachelor of Science, Finance
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman September 2010 - June 2013
Oppenheimerfunds Inc August 2007 - December 2010
Oppenheimerfunds Inc August 2006 - August 2007
Oppenheimerfunds Inc April 2005 - August 2006
Skills
Mutual Funds, Investments, Portfolio Management, Fund Accounting, Trading, Accounting, Mergers & Acquisitions, Bloomberg, Alternative Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Asset Allocation, Securities, Financial Analysis, Series 7, Valuation, Financial Modeling, Investment Strategies, Investment Management
Education
Colorado State University 2000 — 2004
Bachelor of Science, Finance
Eric Andren Eric Andren's Brown Brothers Harriman Experience September 1999 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 1999 - Present
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Williams College 1982 — 1986
BA, Economics
Roger Ludlowe High School
Brown Brothers Harriman September 1999 - Present
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Williams College 1982 — 1986
BA, Economics
Roger Ludlowe High School
Kenneth Cranstone Kenneth Cranstone's Brown Brothers Harriman Experience June 2015 - August 2015
Job Student, Colorado State University
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - August 2015
Northwestern Mutual May 2014 - March 2015
Colorado State University August 2013 - May 2014
Education
Colorado State University 2012 — 2016
Brown Brothers Harriman June 2015 - August 2015
Northwestern Mutual May 2014 - March 2015
Colorado State University August 2013 - May 2014
Education
Colorado State University 2012 — 2016
David Barrett David Barrett's Brown Brothers Harriman Experience 1981 - 1983
Job Managing Partner at David Barrett Partners
Industry Staffing and Recruiting
Experience
David Barrett Partners 2005 - Present
Higdon Barrett 2003 - 2005
Heidrick & Struggles 1995 - 2003
Russell Reynolds Associates 1986 - 1995
Trust Company of the West 1985 - 1986
Brown Brothers Harriman 1981 - 1983
Education
Columbia Business School 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, History
David Barrett Partners 2005 - Present
Higdon Barrett 2003 - 2005
Heidrick & Struggles 1995 - 2003
Russell Reynolds Associates 1986 - 1995
Trust Company of the West 1985 - 1986
Brown Brothers Harriman 1981 - 1983
Education
Columbia Business School 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, History
John Jui John Jui's Brown Brothers Harriman Experience August 2013 - November 2013
Job Finance & Planning Analyst International Capital & Management Company
Industry Management Consulting
Experience
International Capital and Management Company November 2013 - Present
Brown Brothers Harriman August 2013 - November 2013
Colorado State Unversity Facilities May 2011 - August 2013
Colorado State University Summit Fund January 2013 - May 2013
Fossil Trace Golf Course May 2006 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Banking, Teamwork, Portfolio Management
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
International Capital and Management Company November 2013 - Present
Brown Brothers Harriman August 2013 - November 2013
Colorado State Unversity Facilities May 2011 - August 2013
Colorado State University Summit Fund January 2013 - May 2013
Fossil Trace Golf Course May 2006 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Banking, Teamwork, Portfolio Management
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
Mario Rosser Mario Rosser's Brown Brothers Harriman Experience June 2012 - August 2012
Job Helping B2B Sales Professionals Be More Effective
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn July 2014 - December 2014
Nationwide Insurance May 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
UPS October 2011 - June 2012
Brown Brothers Harriman May 2011 - August 2011
Lee Fisher for US Senate May 2010 - August 2010
Skills
Public Speaking, Politics, Community Outreach, Journalism, Strategic Planning, Nonprofits, Project Management, Leadership, Social Networking, Public Relations, Relationship Management, Strategy, Sales, Recruiting
Education
Columbia University in the City of New York 2009 — 2014
B.A., Economics
Toledo Saint John's Jesuit High School 2005 — 2009
Maumee Valley Country Day School 2001 — 2005
LinkedIn January 2015 - Present
LinkedIn July 2014 - December 2014
Nationwide Insurance May 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
UPS October 2011 - June 2012
Brown Brothers Harriman May 2011 - August 2011
Lee Fisher for US Senate May 2010 - August 2010
Skills
Public Speaking, Politics, Community Outreach, Journalism, Strategic Planning, Nonprofits, Project Management, Leadership, Social Networking, Public Relations, Relationship Management, Strategy, Sales, Recruiting
Education
Columbia University in the City of New York 2009 — 2014
B.A., Economics
Toledo Saint John's Jesuit High School 2005 — 2009
Maumee Valley Country Day School 2001 — 2005
Michelle Fu Michelle Fu's Brown Brothers Harriman Experience June 2015 - August 2015
Job Metropolitan State University of Denver
Industry Computer Software
Experience
Brown Brothers Harriman June 2015 - August 2015
BBH 2015 - 2015
Metropolitan State University of Denver August 2014 - December 2014
The Bear Creek School 2010 - 2011
Skills
Photoshop, Illustrator, Microsoft Office, Programming, Graphic Design, Drawing, Java, C++, Gaming, HTML, Computer Repair, ARM, LWJGL
Education
Metropolitan State College of Denver 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer Science, Junior
Community College of Denver 2011 — 2012
Bachelor of Science (BS)
Brown Brothers Harriman June 2015 - August 2015
BBH 2015 - 2015
Metropolitan State University of Denver August 2014 - December 2014
The Bear Creek School 2010 - 2011
Skills
Photoshop, Illustrator, Microsoft Office, Programming, Graphic Design, Drawing, Java, C++, Gaming, HTML, Computer Repair, ARM, LWJGL
Education
Metropolitan State College of Denver 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Computer Science, Junior
Community College of Denver 2011 — 2012
Bachelor of Science (BS)
Camille M. Kelleher Camille M. Kelleher's Brown Brothers Harriman Experience January 1984 - December 2003
Job Global Investment Management Executive
Industry Investment Management
Experience
Allianz Global Investors May 2011 - June 2012
Athena Center for Leadership Studies- Barnard College January 2005 - May 2011
Archdiocese of New York February 2007 - October 2008
Brown Brothers Harriman January 1984 - December 2003
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Investor Relations, Equity Research, Training, Team Leadership, Team Management, Strategic Communications, Management, Institutional Investors, High Net Worth..., Endowment Funds, Asset Management, Investment Strategies, Mutual Funds, Strategic Planning, Finance, Economics, Leadership, Emerging Markets, Program Management
Education
Columbia University - Columbia Business School
MBA, Finance
Allianz Global Investors May 2011 - June 2012
Athena Center for Leadership Studies- Barnard College January 2005 - May 2011
Archdiocese of New York February 2007 - October 2008
Brown Brothers Harriman January 1984 - December 2003
Skills
Equities, Fixed Income, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Investor Relations, Equity Research, Training, Team Leadership, Team Management, Strategic Communications, Management, Institutional Investors, High Net Worth..., Endowment Funds, Asset Management, Investment Strategies, Mutual Funds, Strategic Planning, Finance, Economics, Leadership, Emerging Markets, Program Management
Education
Columbia University - Columbia Business School
MBA, Finance
Vaidas Nutautas Vaidas Nutautas's Brown Brothers Harriman Experience July 2013 - Present
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Mary T. Farrell Mary T. Farrell's Brown Brothers Harriman Experience September 2011 - February 2014
Job Recently returned to Western New York and ready to reexperience Buffalo!
Industry Human Resources
Experience
Brown Brothers Harriman September 2011 - February 2014
BNP Paribas August 2007 - June 2011
The Children's Place November 2004 - July 2007
The Disney Store November 2004 - July 2007
Pitney Bowes August 1998 - October 2004
Multiple Organizations September 1994 - August 1998
The Carborundum Company August 1988 - August 1994
Education
Cornell University
BS, Industrial & Labor Relations
Niagara University
BFA, Theatre Studies
Brown Brothers Harriman September 2011 - February 2014
BNP Paribas August 2007 - June 2011
The Children's Place November 2004 - July 2007
The Disney Store November 2004 - July 2007
Pitney Bowes August 1998 - October 2004
Multiple Organizations September 1994 - August 1998
The Carborundum Company August 1988 - August 1994
Education
Cornell University
BS, Industrial & Labor Relations
Niagara University
BFA, Theatre Studies
Amanda Marsted Amanda Marsted's Brown Brothers Harriman Experience 2006 - May 2014
Job Managing Director at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman 2006 - May 2014
Financial Consultant 2002 - 2006
Brown Brothers Harriman 2001 - 2001
Federated Investors 1997 - 2000
New Frontier Capital LLC March 1996 - October 1997
White & Case 1993 - 1995
Skills
Wealth Management, Asset Allocation, Portfolio Management, Personal Finance, Investment Advisory, Equities
Education
Columbia University - School of International and Public Affairs 1993 — 1995
MA, International Economics
Georgetown University
BS, French
Hotchkiss School
Institut d'Etudes politiques de Paris
Diploma, European Union Study Program
The American University of Paris
Charles Muller Charles Muller's Brown Brothers Harriman Experience May 1993 - February 2012
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
HR Acuity March 2012 - January 2013
Brown Brothers Harriman May 1993 - February 2012
Citibank 1992 - 1993
Bank of Tokyo Trust Company 1987 - 1988
Skills
Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Marketing Strategy, Marketing Communications, Foreign Currency, Equities, Banking, Business Development, Business Strategy, Electronic Trading, Corporate Finance, Equity Research, SaaS
Education
Cornell University 1983 — 1987
B.S., Economics
W.C. Mepham 1979 — 1983
Park Ave.
BNY Mellon January 2013 - Present
HR Acuity March 2012 - January 2013
Brown Brothers Harriman May 1993 - February 2012
Citibank 1992 - 1993
Bank of Tokyo Trust Company 1987 - 1988
Skills
Hedge Funds, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Marketing Strategy, Marketing Communications, Foreign Currency, Equities, Banking, Business Development, Business Strategy, Electronic Trading, Corporate Finance, Equity Research, SaaS
Education
Cornell University 1983 — 1987
B.S., Economics
W.C. Mepham 1979 — 1983
Park Ave.
Bruce Berkman, CFA Bruce Berkman, CFA's Brown Brothers Harriman Experience 2000 - 2005
Job CIO, Sapience Capital Advisors LLC
Industry Investment Management
Experience
Sapience Capital Advisors LLC February 2006 - Present
The World Summit on Technological Unemployment July 2015 - Present
Tompkins Financial Advisors April 2012 - February 2014
Brown Brothers Harriman 2000 - 2005
Soros Fund Management affiliate 1994 - 2000
Sanford C. Bernstein 1991 - 1994
Blackhill Capital, Inc. 1988 - 1991
Goldman Sachs 1980 - 1987
Skills
Investment Management, Wealth Management, Strategic Financial..., Financial Advisory, Hedge Funds, Equity Research, Asset Managment, Investment Advisory, Fund Of Funds, Equities, Private Equity, Investment Strategies, Portfolio Management, Financial Services, Fixed Income, Investments, Finance, Alternative Investments, Valuation
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS
Sapience Capital Advisors LLC February 2006 - Present
The World Summit on Technological Unemployment July 2015 - Present
Tompkins Financial Advisors April 2012 - February 2014
Brown Brothers Harriman 2000 - 2005
Soros Fund Management affiliate 1994 - 2000
Sanford C. Bernstein 1991 - 1994
Blackhill Capital, Inc. 1988 - 1991
Goldman Sachs 1980 - 1987
Skills
Investment Management, Wealth Management, Strategic Financial..., Financial Advisory, Hedge Funds, Equity Research, Asset Managment, Investment Advisory, Fund Of Funds, Equities, Private Equity, Investment Strategies, Portfolio Management, Financial Services, Fixed Income, Investments, Finance, Alternative Investments, Valuation
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS
Ryan Bartro Ryan Bartro's Brown Brothers Harriman Experience June 2012 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Fidelity Investments May 2007 - March 2012
Fidelity Investments June 2006 - March 2007
Skills
Well-developed..., Strong knowledge of..., Proficient with..., Experienced with Excel..., Trading, Forecasting, Investments, Fixed Income
Education
Connecticut College 2002 — 2006
.B.A., International Relations, Urban Studies
Universitat de Barcelona
International Economics, Global Policy
Brown Brothers Harriman June 2012 - Present
Fidelity Investments May 2007 - March 2012
Fidelity Investments June 2006 - March 2007
Skills
Well-developed..., Strong knowledge of..., Proficient with..., Experienced with Excel..., Trading, Forecasting, Investments, Fixed Income
Education
Connecticut College 2002 — 2006
.B.A., International Relations, Urban Studies
Universitat de Barcelona
International Economics, Global Policy
DeShawn Standard's Brown Brothers Harriman Experience July 2008 - December 2013
Job Performance Manager at Vestmark
Industry Financial Services
Experience
Vestmark June 2015 - Present
Vestmark December 2013 - June 2015
Brown Brothers Harriman July 2008 - December 2013
Robeco Investment Management January 2005 - July 2008
State Street Corporation February 2001 - January 2005
State Street Corp January 2000 - January 2001
Stop and Shop Supermarket Company January 1999 - January 2000
Skills
Fixed Income, Bloomberg, Performance Measurement, Mutual Funds, Alternative Investments, Hedge Funds, Performance Attribution, Equities, Financial Analysis, Fund Accounting, Financial Reporting, Portfolio Management, Asset Management
Education
Cornell University 1994 — 1998
BS, Consumer Economics and Housing
Vestmark June 2015 - Present
Vestmark December 2013 - June 2015
Brown Brothers Harriman July 2008 - December 2013
Robeco Investment Management January 2005 - July 2008
State Street Corporation February 2001 - January 2005
State Street Corp January 2000 - January 2001
Stop and Shop Supermarket Company January 1999 - January 2000
Skills
Fixed Income, Bloomberg, Performance Measurement, Mutual Funds, Alternative Investments, Hedge Funds, Performance Attribution, Equities, Financial Analysis, Fund Accounting, Financial Reporting, Portfolio Management, Asset Management
Education
Cornell University 1994 — 1998
BS, Consumer Economics and Housing
Anna Bullard's Brown Brothers Harriman Experience January 2011 - August 2013
Job Executive Assistant
Industry Financial Services
Experience
Dexter Southfield School August 2013 - January 2015
Brown Brothers Harriman January 2011 - August 2013
Brown Brothers Harriman September 2007 - January 2011
New Line Cinema May 2006 - July 2006
Cuttyhunk Shellfish Farms June 2005 - June 2006
Skills
Project Management, Customer Relations, Collaborative Problem..., Prioritization, Staff Management, Highly detail oriented, Organizing, Perseverance, Proactive self-starter, Communication Skills, Timely Delivery, Excel, PowerPoint, Outlook, Word, Customer Service, Microsoft Excel, Microsoft Word, Leadership
Education
Connecticut College 2003 — 2007
BA, Psychology
St. George's 1999 — 2003
Dexter Southfield School August 2013 - January 2015
Brown Brothers Harriman January 2011 - August 2013
Brown Brothers Harriman September 2007 - January 2011
New Line Cinema May 2006 - July 2006
Cuttyhunk Shellfish Farms June 2005 - June 2006
Skills
Project Management, Customer Relations, Collaborative Problem..., Prioritization, Staff Management, Highly detail oriented, Organizing, Perseverance, Proactive self-starter, Communication Skills, Timely Delivery, Excel, PowerPoint, Outlook, Word, Customer Service, Microsoft Excel, Microsoft Word, Leadership
Education
Connecticut College 2003 — 2007
BA, Psychology
St. George's 1999 — 2003
Aaron Magid's Brown Brothers Harriman Experience September 2010 - November 2013
Job Sr. Systems Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group November 2013 - Present
Brown Brothers Harriman September 2010 - November 2013
OppenheimerFunds October 2008 - September 2010
OppenheimerFunds 2004 - 2008
Skills
Business Analysis, Software Development, Testing, Bloomberg, Project Planning, Recruiting, Program Management, Business Requirements, Quality Assurance, Project Delivery, Analysis, Leadership
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Finance
Janus Capital Group November 2013 - Present
Brown Brothers Harriman September 2010 - November 2013
OppenheimerFunds October 2008 - September 2010
OppenheimerFunds 2004 - 2008
Skills
Business Analysis, Software Development, Testing, Bloomberg, Project Planning, Recruiting, Program Management, Business Requirements, Quality Assurance, Project Delivery, Analysis, Leadership
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Finance
Mark Christner Mark Christner's Brown Brothers Harriman Experience September 2010 - June 2011
Job Finance and Accounting Consultant at Xcel Energy
Industry Financial Services
Experience
Xcel Energy November 2014 - Present
Schrader International January 2013 - October 2014
Western Union June 2011 - December 2012
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds June 2005 - September 2010
Skills
Financial Accounting, Fund Accounting, Accounting, Access, Microsoft Excel, VBA, Finance, Analysis, Derivatives, Financial Reporting, Cheese, Corporate Finance, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Forecasting, Financial Analysis
Education
University of Colorado Denver 2007 — 2008
Master of Science, Finance
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration
Xcel Energy November 2014 - Present
Schrader International January 2013 - October 2014
Western Union June 2011 - December 2012
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds June 2005 - September 2010
Skills
Financial Accounting, Fund Accounting, Accounting, Access, Microsoft Excel, VBA, Finance, Analysis, Derivatives, Financial Reporting, Cheese, Corporate Finance, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Forecasting, Financial Analysis
Education
University of Colorado Denver 2007 — 2008
Master of Science, Finance
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration
Barrett (Barry) Seaman Barrett (Barry) Seaman's Brown Brothers Harriman Experience 2009 - 2011
Job
Industry Writing and Editing
Experience
Hudson Independent 2009 - 2011
Brown Brothers Harriman 2009 - 2011
Time Magazine 1992 - 2001
Time Magazine 1988 - 1992
Time Magazine 1973 - June 1988
Skills
Non-profits, Writing, Public Speaking, Fundraising, Editing, Social Media, Magazines, Research, Editorial, Nonprofits, Blogging, Copy Editing, Journalism, Media Relations, Copywriting, Strategic Communications, Digital Media, Politics, Facebook, Press Releases, Newsletters, Event Management, Creative Writing, Publishing, Volunteer Management, Content Strategy, Grant Writing, Marketing Communications, Social Networking, Leadership, Publicity, Community Outreach, Web Content, Content Development, Speech Writing, Public Relations, Storytelling, New Media, Corporate Communications, News Writing, Books, Content Management, Feature Articles, Newspapers, Social Media Marketing, AP Style, Philanthropy, Online Publishing, Web Content Management, WordPress
Education
Columbia University - Columbia Business School 1968 — 1971
MBA, Marketing
Hamilton College 1963 — 1967
BA, English Literature
Phillips Academy, Andover 1959 — 1963
Diploma, n/a
Hudson Independent 2009 - 2011
Brown Brothers Harriman 2009 - 2011
Time Magazine 1992 - 2001
Time Magazine 1988 - 1992
Time Magazine 1973 - June 1988
Skills
Non-profits, Writing, Public Speaking, Fundraising, Editing, Social Media, Magazines, Research, Editorial, Nonprofits, Blogging, Copy Editing, Journalism, Media Relations, Copywriting, Strategic Communications, Digital Media, Politics, Facebook, Press Releases, Newsletters, Event Management, Creative Writing, Publishing, Volunteer Management, Content Strategy, Grant Writing, Marketing Communications, Social Networking, Leadership, Publicity, Community Outreach, Web Content, Content Development, Speech Writing, Public Relations, Storytelling, New Media, Corporate Communications, News Writing, Books, Content Management, Feature Articles, Newspapers, Social Media Marketing, AP Style, Philanthropy, Online Publishing, Web Content Management, WordPress
Education
Columbia University - Columbia Business School 1968 — 1971
MBA, Marketing
Hamilton College 1963 — 1967
BA, English Literature
Phillips Academy, Andover 1959 — 1963
Diploma, n/a
Carol Litton MBA-GPHR-SPHR Carol Litton MBA-GPHR-SPHR's Brown Brothers Harriman Experience November 2010 - Present
Job VP Sr Human Resources Busines Partner at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman November 2010 - Present
ALPFA Denver Chapter January 2014 - December 2014
Fiserv Investment Support Services February 2006 - December 2009
Swissport September 2002 - January 2006
Mexicana Airlines September 1995 - August 2002
Skills
Performance Management, Employee Relations, Recruiting, Employee Training, Human Resources, Strategic Planning, Start-ups, Organizational..., Talent Management, Leadership Development, Coaching, Change Management, Training, Employee Engagement, Benefits Administration, Process Improvement, Team Building, Management, Leadership, Analysis, Personnel Management, Strategy, Workforce Planning, HR Policies, Mergers, Onboarding, Talent Acquisition, Succession Planning, Business Strategy, Organizational..., Organizational Design, Executive Coaching, Culture Change, Career Development, Sourcing, Interviews, Applicant Tracking..., HR Consulting, Workshop Facilitation, Management Development, New Hire Orientations, PeopleSoft, Conflict Resolution, Compensation, Payroll, Employer Branding, Finance, Performance Appraisal, Management Consulting, Training Delivery
Education
Colorado State University 2009 — 2011
Executive MBA, Business Administration, Management and Operations
Universidad de Buenos Aires 1984 — 1988
BA, Public Relations, Advertising, and Applied Communication
Brown Brothers Harriman November 2010 - Present
ALPFA Denver Chapter January 2014 - December 2014
Fiserv Investment Support Services February 2006 - December 2009
Swissport September 2002 - January 2006
Mexicana Airlines September 1995 - August 2002
Skills
Performance Management, Employee Relations, Recruiting, Employee Training, Human Resources, Strategic Planning, Start-ups, Organizational..., Talent Management, Leadership Development, Coaching, Change Management, Training, Employee Engagement, Benefits Administration, Process Improvement, Team Building, Management, Leadership, Analysis, Personnel Management, Strategy, Workforce Planning, HR Policies, Mergers, Onboarding, Talent Acquisition, Succession Planning, Business Strategy, Organizational..., Organizational Design, Executive Coaching, Culture Change, Career Development, Sourcing, Interviews, Applicant Tracking..., HR Consulting, Workshop Facilitation, Management Development, New Hire Orientations, PeopleSoft, Conflict Resolution, Compensation, Payroll, Employer Branding, Finance, Performance Appraisal, Management Consulting, Training Delivery
Education
Colorado State University 2009 — 2011
Executive MBA, Business Administration, Management and Operations
Universidad de Buenos Aires 1984 — 1988
BA, Public Relations, Advertising, and Applied Communication
Blake Alessandroni's Brown Brothers Harriman Experience June 2015 - Present
Job Systems Business Analyst at Brown Brothers Harriman
Industry Information Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Student’s Health and Wellness Centres Organisation (SHAWCO) July 2013 - October 2013
Carroll County Landscape, Inc. May 2012 - July 2013
Wolfeboro Bay Water Sports, LLC May 2010 - December 2012
New Hampshire Lakes Association May 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Entrepreneurship, Public Speaking, English, Java, Python, Photoshop, Economics, Leadership, Operations Management, Spanish, Facebook
Education
Connecticut College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Economics
University of Cape Town 2013 — 2013
Semester Study Abroad, Computer Science and Economics
Deerfield Academy 2008 — 2011
Cardigan Mountain School 2006 — 2008
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Student’s Health and Wellness Centres Organisation (SHAWCO) July 2013 - October 2013
Carroll County Landscape, Inc. May 2012 - July 2013
Wolfeboro Bay Water Sports, LLC May 2010 - December 2012
New Hampshire Lakes Association May 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Entrepreneurship, Public Speaking, English, Java, Python, Photoshop, Economics, Leadership, Operations Management, Spanish, Facebook
Education
Connecticut College 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Economics
University of Cape Town 2013 — 2013
Semester Study Abroad, Computer Science and Economics
Deerfield Academy 2008 — 2011
Cardigan Mountain School 2006 — 2008
Lindsey Swanson Lindsey Swanson's Brown Brothers Harriman Experience March 2014 - Present
Job Assistant Vice President, Network and Counterparty Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman January 2012 - March 2014
Brown Brothers Harriman July 2008 - January 2012
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
Bachelor of Science (B.S.), Economics
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman January 2012 - March 2014
Brown Brothers Harriman July 2008 - January 2012
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
Bachelor of Science (B.S.), Economics
B. Alan Niebuhr's Brown Brothers Harriman Experience July 2003 - February 2012
Job Junior Analyst / PMO Support
Industry Information Technology and Services
Experience
Credit Suisse February 2013 - July 2013
Ralph Lauren November 2012 - December 2012
Brown Brothers Harriman July 2003 - February 2012
Brown Brothers Harriman December 2000 - July 2003
Skills
Access, Databases, Requirements Gathering, Lotus Notes, Training, Microsoft Excel, Business Analysis, Banking, Sales, SQL
Education
Colorado Technical University-Online 2006 — 2007
Bachelor of Science (BS), Software Engineering - Security
Montclair State University 1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theater
Credit Suisse February 2013 - July 2013
Ralph Lauren November 2012 - December 2012
Brown Brothers Harriman July 2003 - February 2012
Brown Brothers Harriman December 2000 - July 2003
Skills
Access, Databases, Requirements Gathering, Lotus Notes, Training, Microsoft Excel, Business Analysis, Banking, Sales, SQL
Education
Colorado Technical University-Online 2006 — 2007
Bachelor of Science (BS), Software Engineering - Security
Montclair State University 1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theater
Bryan Staff's Brown Brothers Harriman Experience June 1997 - April 1998
Job Partner, Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Carson Christus's Brown Brothers Harriman Experience July 2012 - Present
Job Associate, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
Barclays Capital June 2011 - August 2011
Gleacher Partners June 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts, Economics
Brown Brothers Harriman July 2012 - Present
Barclays Capital June 2011 - August 2011
Gleacher Partners June 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts, Economics
Josh Raymond Josh Raymond's Brown Brothers Harriman Experience October 2014 - Present
Job Investment Tax Analyst II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Colorado State University Summit Fund August 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Energy, Socially Responsible..., Economics, Corporate Finance, Finance, Investments, Microsoft Office, Equities, Analysis, Valuation, Financial Analysis, Public Speaking, Data Analysis, Financial Modeling, Mutual Funds
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Colorado State University Summit Fund August 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Energy, Socially Responsible..., Economics, Corporate Finance, Finance, Investments, Microsoft Office, Equities, Analysis, Valuation, Financial Analysis, Public Speaking, Data Analysis, Financial Modeling, Mutual Funds
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Scott Lamont Scott Lamont's Brown Brothers Harriman Experience
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Back Office, Middle Office, Business Analysis, Fund Accounting, Corporate Actions, Fixed Income, Mutual Funds, Fund Administration, Equities
Education
Columbia Business School 2012 — 2013
Executive MBA
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman
Skills
Back Office, Middle Office, Business Analysis, Fund Accounting, Corporate Actions, Fixed Income, Mutual Funds, Fund Administration, Equities
Education
Columbia Business School 2012 — 2013
Executive MBA
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Josette Jean-francois Josette Jean-francois's Brown Brothers Harriman Experience September 2004 - March 2007
Job Senior Director, People Development at Coach
Industry Publishing
Experience
Coach February 2012 - Present
Standard and Poors September 2009 - March 2012
McGraw-Hill March 2007 - August 2009
Brown Brothers Harriman September 2004 - March 2007
JP Morgan Chase January 2001 - November 2002
Mercer Human Resource Consulting 1998 - 2001
UBS 1996 - 1999
Skills
Organizational..., Organizational Change, Leadership Development
Education
Columbia University - Columbia Business School 1995 — 2000
MA, Organizational Leadership and Learning
Syracuse University 1981 — 1985
B.S., Business
Coach February 2012 - Present
Standard and Poors September 2009 - March 2012
McGraw-Hill March 2007 - August 2009
Brown Brothers Harriman September 2004 - March 2007
JP Morgan Chase January 2001 - November 2002
Mercer Human Resource Consulting 1998 - 2001
UBS 1996 - 1999
Skills
Organizational..., Organizational Change, Leadership Development
Education
Columbia University - Columbia Business School 1995 — 2000
MA, Organizational Leadership and Learning
Syracuse University 1981 — 1985
B.S., Business
Ross Luft Ross Luft's Brown Brothers Harriman Experience July 2013 - June 2014
Job Senior Compliance Analyst at DaVita Kidney Care
Industry Financial Services
Experience
DaVita Kidney Care April 2015 - Present
Miller Global Properties, LLC June 2014 - March 2015
Brown Brothers Harriman July 2013 - June 2014
Brown Brothers Harriman; Formerly OppenheimerFunds, Inc. September 2010 - June 2013
Brown Brothers Harriman; Formerly OppenheimerFunds, Inc. January 2007 - September 2010
Skills
Fund Accounting, Bloomberg, Finance, Portfolio Management, Equities, Securities, Financial Modeling, VBA, Security Analysis, Accounting, Fixed Income, Financial Risk, Business Process..., Data Management, Investment Compliance, Awesomeness
Education
Colorado State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Colorado State University
DaVita Kidney Care April 2015 - Present
Miller Global Properties, LLC June 2014 - March 2015
Brown Brothers Harriman July 2013 - June 2014
Brown Brothers Harriman; Formerly OppenheimerFunds, Inc. September 2010 - June 2013
Brown Brothers Harriman; Formerly OppenheimerFunds, Inc. January 2007 - September 2010
Skills
Fund Accounting, Bloomberg, Finance, Portfolio Management, Equities, Securities, Financial Modeling, VBA, Security Analysis, Accounting, Fixed Income, Financial Risk, Business Process..., Data Management, Investment Compliance, Awesomeness
Education
Colorado State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Colorado State University
Pinki Patel Antonio Pinki Patel Antonio's Brown Brothers Harriman Experience April 2001 - May 2004
Job at Johnson & Johnson
Industry Human Resources
Experience
Johnson & Johnson April 2013 - Present
Johnson & Johnson January 2010 - Present
Johnson & Johnson June 2009 - December 2009
Johnson & Johnson November 2004 - June 2009
Brown Brothers Harriman April 2001 - May 2004
Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Applicant Tracking..., Employee Relations, Performance Management, Marketing, Organizational..., Human Resources, Interviews, Personnel Management, Training, Sourcing, Strategy, Change Management, Project Management, Leadership, Hiring, Management
Education
Columbia University in the City of New York 1999 — 2000
MA, Organization and Industrial Psychology
Stony Brook University 1995 — 1999
BA, Psychology (Focus: Clincal and Abnormal)
Stony Brook University 1995 — 1999
BA, Social Science Interdisciplinary
Johnson & Johnson April 2013 - Present
Johnson & Johnson January 2010 - Present
Johnson & Johnson June 2009 - December 2009
Johnson & Johnson November 2004 - June 2009
Brown Brothers Harriman April 2001 - May 2004
Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Applicant Tracking..., Employee Relations, Performance Management, Marketing, Organizational..., Human Resources, Interviews, Personnel Management, Training, Sourcing, Strategy, Change Management, Project Management, Leadership, Hiring, Management
Education
Columbia University in the City of New York 1999 — 2000
MA, Organization and Industrial Psychology
Stony Brook University 1995 — 1999
BA, Psychology (Focus: Clincal and Abnormal)
Stony Brook University 1995 — 1999
BA, Social Science Interdisciplinary
Howard M. Kerbel Howard M. Kerbel's Brown Brothers Harriman Experience October 2013 - Present
Job Managing Director, Global Head of Risk Management, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman March 2008 - October 2013
Merrill Lynch May 2000 - February 2008
Citi May 1999 - May 2000
Salomon Brothers March 1997 - May 1999
PwC August 1982 - March 1997
Skills
Internal Audit, Risk Management, Not for Profit, External Audit, CPA
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance, International Business
University of Virginia 1978 — 1982
BS, Commerce (Accounting)
Jon Wetreich Jon Wetreich's Brown Brothers Harriman Experience 1998 - May 2012
Job FX Risk Manager, Hedge and Execution Advisor
Industry Financial Services
Experience
FX Hedge Consulting May 2012 - Present
Brown Brothers Harriman 1998 - May 2012
Honeywell International 1993 - 1998
Arthur Andersen & Co. 1989 - 1991
E.F. Hutton & Company 1981 - 1988
Skills
Options, Financial Markets, FX Hedging, Currency, Risk Management, Foreign Exchange, FX Options, Hedging, Asset Managment, Consulting, Trading, International Cash..., FX, Hedge Execution, Forex, Option Hedging..., G10 Currrencies, Emerging Markets..., International Treasury, Interest Rate Hedging, Commodity Hedging, FX Consulting, Corporate FX Advisory, Asset Management FX..., currency risk management, spot, Forwards, Non-Deliverable Forwards, Hedge Accounting, Asset Management, Treasury, Valuation, Cash Management, FX trading, Derivatives, Cash Flow Forecasting, Fixed Income, Relationship Management, Hedge Funds, Capital Markets, E-commerce, Alternative Investments, Equities, Securities, Trading Systems, Litigation Support, Benchmark FX Rates, WM Reuters Rates, Standing Instructions, Custodian FX
Education
Columbia Business School 1992 — 1993
MBA, Finance and Accounting
SUNY Albany 1976 — 1980
BS, Business Administration
FX Hedge Consulting May 2012 - Present
Brown Brothers Harriman 1998 - May 2012
Honeywell International 1993 - 1998
Arthur Andersen & Co. 1989 - 1991
E.F. Hutton & Company 1981 - 1988
Skills
Options, Financial Markets, FX Hedging, Currency, Risk Management, Foreign Exchange, FX Options, Hedging, Asset Managment, Consulting, Trading, International Cash..., FX, Hedge Execution, Forex, Option Hedging..., G10 Currrencies, Emerging Markets..., International Treasury, Interest Rate Hedging, Commodity Hedging, FX Consulting, Corporate FX Advisory, Asset Management FX..., currency risk management, spot, Forwards, Non-Deliverable Forwards, Hedge Accounting, Asset Management, Treasury, Valuation, Cash Management, FX trading, Derivatives, Cash Flow Forecasting, Fixed Income, Relationship Management, Hedge Funds, Capital Markets, E-commerce, Alternative Investments, Equities, Securities, Trading Systems, Litigation Support, Benchmark FX Rates, WM Reuters Rates, Standing Instructions, Custodian FX
Education
Columbia Business School 1992 — 1993
MBA, Finance and Accounting
SUNY Albany 1976 — 1980
BS, Business Administration
Travis Boccard Travis Boccard's Brown Brothers Harriman Experience October 2012 - June 2014
Job Senior ETF Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company June 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
The Northwestern Mutual Financial Network March 2011 - May 2012
Colorado College August 2008 - May 2012
Broomfield City and County May 2005 - August 2011
Colorado College April 2010 - September 2010
Boston Culinary Group November 2006 - March 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Spanish, Teaching, Financial Analysis, Finance
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Colorado College 2008 — 2012
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company June 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
The Northwestern Mutual Financial Network March 2011 - May 2012
Colorado College August 2008 - May 2012
Broomfield City and County May 2005 - August 2011
Colorado College April 2010 - September 2010
Boston Culinary Group November 2006 - March 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Spanish, Teaching, Financial Analysis, Finance
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Colorado College 2008 — 2012
Joseph Santullo's Brown Brothers Harriman Experience October 2014 - January 2015
Job Mutual Fund Services Specialist at Eaton Vance
Industry
Experience
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Eaton Vance June 2015 - Present
Eaton Vance January 2015 - June 2015
Brown Brothers Harriman October 2014 - January 2015
John Hancock Investments June 2013 - August 2013
Vineyard Vines November 2010 - January 2013
DN Tanks June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Connecticut College 2010 — 2014
BA, Economics
Concord-Carlisle High School
University of Cape Town
Liz Dubovik Liz Dubovik's Brown Brothers Harriman Experience June 2014 - August 2014
Job Analytics Consultant Risk Architecture
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
American Yacht Club 2012 - 2013
Chatham Bars Inn May 2011 - August 2011
Pleasant Bay Community Boating 2008 - 2011
Chatham Bars Inn May 2010 - August 2010
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Mathematics, Music (Harp Performance)
Portsmouth Abbey School 2007 — 2011
Wells Fargo July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
American Yacht Club 2012 - 2013
Chatham Bars Inn May 2011 - August 2011
Pleasant Bay Community Boating 2008 - 2011
Chatham Bars Inn May 2010 - August 2010
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Mathematics, Music (Harp Performance)
Portsmouth Abbey School 2007 — 2011
Max Willner Max Willner's Brown Brothers Harriman Experience October 2011 - March 2012
Job MBA Candidate at Columbia Business School
Industry Higher Education
Experience
Hertz October 2013 - July 2015
Hertz May 2012 - September 2013
Brown Brothers Harriman October 2011 - March 2012
Neuberger Berman September 2010 - January 2011
TCR The Club of Riverdale May 2010 - September 2010
Skills
Excel, Access, Stata, PowerPoint, SQL, Oracle, R, Java, Macros, Pivot Tables, VBA, Vlookup, Statistics
Education
Columbia University - Columbia Business School 2015 — 2017
Vassar College 2007 — 2011
BA, Economics Correlate; Mathematics
Hertz October 2013 - July 2015
Hertz May 2012 - September 2013
Brown Brothers Harriman October 2011 - March 2012
Neuberger Berman September 2010 - January 2011
TCR The Club of Riverdale May 2010 - September 2010
Skills
Excel, Access, Stata, PowerPoint, SQL, Oracle, R, Java, Macros, Pivot Tables, VBA, Vlookup, Statistics
Education
Columbia University - Columbia Business School 2015 — 2017
Vassar College 2007 — 2011
BA, Economics Correlate; Mathematics
Mindan Chen's Brown Brothers Harriman Experience June 2012 - August 2012
Job Analyst at Public Financial Management
Industry Financial Services
Experience
Public Financial Management June 2013 - August 2015
Mount Holyoke College September 2010 - May 2013
Brown Brothers Harriman June 2012 - August 2012
China Jianyin Investment Securites June 2011 - August 2011
China Construction Bank May 2010 - July 2010
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Financial Engineering
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), magna cum laude, Mathematics, Economics, Computer Science
Public Financial Management June 2013 - August 2015
Mount Holyoke College September 2010 - May 2013
Brown Brothers Harriman June 2012 - August 2012
China Jianyin Investment Securites June 2011 - August 2011
China Construction Bank May 2010 - July 2010
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Financial Engineering
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), magna cum laude, Mathematics, Economics, Computer Science
Rebecca Carlson's Brown Brothers Harriman Experience July 2013 - October 2013
Job New Restaurant Development Coordinator at Chipotle Mexican Grill
Industry Restaurants
Experience
Chipotle Mexican Grill September 2015 - Present
Gap Inc./Old Navy November 2014 - June 2015
Gap Inc./Old Navy October 2013 - November 2014
Brown Brothers Harriman July 2013 - October 2013
Nordstrom November 2012 - July 2013
Colorado State University Career Center February 2011 - July 2012
Specialized Loan Servicing June 2011 - January 2012
Skills
Networking, Business Requirements, Corporate Finance, Risk Management, Data Entry, Customer Service, Multi-tasked, Highly detail oriented, Quality Driven, Merchandising, Mac, Inventory Management, Sales, PowerPoint, Microsoft Word, Event Planning
Education
Colorado State University 2008 — 2012
Bachelor's Degree, Major: Corporate Finance, Minor: Merchandising, 3.93
Chipotle Mexican Grill September 2015 - Present
Gap Inc./Old Navy November 2014 - June 2015
Gap Inc./Old Navy October 2013 - November 2014
Brown Brothers Harriman July 2013 - October 2013
Nordstrom November 2012 - July 2013
Colorado State University Career Center February 2011 - July 2012
Specialized Loan Servicing June 2011 - January 2012
Skills
Networking, Business Requirements, Corporate Finance, Risk Management, Data Entry, Customer Service, Multi-tasked, Highly detail oriented, Quality Driven, Merchandising, Mac, Inventory Management, Sales, PowerPoint, Microsoft Word, Event Planning
Education
Colorado State University 2008 — 2012
Bachelor's Degree, Major: Corporate Finance, Minor: Merchandising, 3.93
Jennifer McCrane, CSM's Brown Brothers Harriman Experience 1997 - 1998
Job Graduate Student, Columbia University
Industry Information Technology and Services
Experience
Columbia University in the City of New York August 2015 - Present
The FRS Company August 2013 - August 2015
The FRS Company May 2011 - August 2013
The FRS Company June 2009 - May 2011
Merrill Lynch March 2005 - June 2009
Nielsen February 2004 - March 2005
CORT ( subsidiary of Berkshire Hathaway) 2002 - 2003
United Way of the Bay Area 1998 - 2002
Brown Brothers Harriman 1997 - 1998
Skills
CRM, Leadership, Management, Marketing, Project Management, Team Building, Customer Experience, Marketing Management, Start-ups, Strategy, JIRA, Magento, Lucky Orange, Microsoft Office, MailChimp, Tableau, Reporting
Education
Columbia University in the City of New York 2015 — 2017
Master of Science (M.S.)
Georgetown University
Humboldt State University
BA
Columbia University in the City of New York August 2015 - Present
The FRS Company August 2013 - August 2015
The FRS Company May 2011 - August 2013
The FRS Company June 2009 - May 2011
Merrill Lynch March 2005 - June 2009
Nielsen February 2004 - March 2005
CORT ( subsidiary of Berkshire Hathaway) 2002 - 2003
United Way of the Bay Area 1998 - 2002
Brown Brothers Harriman 1997 - 1998
Skills
CRM, Leadership, Management, Marketing, Project Management, Team Building, Customer Experience, Marketing Management, Start-ups, Strategy, JIRA, Magento, Lucky Orange, Microsoft Office, MailChimp, Tableau, Reporting
Education
Columbia University in the City of New York 2015 — 2017
Master of Science (M.S.)
Georgetown University
Humboldt State University
BA
Brandon Simpson Brandon Simpson's Brown Brothers Harriman Experience June 2015 - August 2015
Job Tax Intern at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP January 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Aspen Heights July 2014 - January 2015
United Capital Financial Advisers, LLC September 2014 - December 2014
Aspen Heights September 2013 - July 2014
Office Depot November 2012 - January 2014
Skills
Microsoft Office, Customer Service, Logistics, Leasing, Member Relations, Marketing, Social Media, Finance, Budgets, Corporate Finance, Accounting, Social Networking, Marketing Strategy, Microsoft Excel
Education
Colorado State University 2013 — 2016
Accounting
Cherokee Trail High School 2008 — 2012
High School Diploma
Eide Bailly LLP January 2015 - Present
Brown Brothers Harriman June 2015 - August 2015
Aspen Heights July 2014 - January 2015
United Capital Financial Advisers, LLC September 2014 - December 2014
Aspen Heights September 2013 - July 2014
Office Depot November 2012 - January 2014
Skills
Microsoft Office, Customer Service, Logistics, Leasing, Member Relations, Marketing, Social Media, Finance, Budgets, Corporate Finance, Accounting, Social Networking, Marketing Strategy, Microsoft Excel
Education
Colorado State University 2013 — 2016
Accounting
Cherokee Trail High School 2008 — 2012
High School Diploma
Brian Romansik Brian Romansik's Brown Brothers Harriman Experience September 2014 - Present
Job Lead Operations Specialist/OTC Derivatives – Bank Loans at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Tennison Group Staffing June 2013 - August 2013
OtterBox May 2012 - May 2013
Delta Tau Delta Fraternity August 2009 - May 2013
City of Fort Collins January 2011 - May 2012
Grand Hyatt Denver May 2011 - August 2011
Pelican Lakes Country/Golf Club August 2006 - August 2009
Horace Mann Insurance January 2002 - April 2009
Skills
Data Analysis, Excel, Time Management, Critical Thinking, Professional..., Customer Service, SharePoint, PowerPoint, Word, Bloomberg Terminal, Microsoft Excel, Project Management, Analysis, Access, Management
Education
Colorado State University 2009 — 2013
BS Business Administration, Management, Financial Analysis, Senior
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Tennison Group Staffing June 2013 - August 2013
OtterBox May 2012 - May 2013
Delta Tau Delta Fraternity August 2009 - May 2013
City of Fort Collins January 2011 - May 2012
Grand Hyatt Denver May 2011 - August 2011
Pelican Lakes Country/Golf Club August 2006 - August 2009
Horace Mann Insurance January 2002 - April 2009
Skills
Data Analysis, Excel, Time Management, Critical Thinking, Professional..., Customer Service, SharePoint, PowerPoint, Word, Bloomberg Terminal, Microsoft Excel, Project Management, Analysis, Access, Management
Education
Colorado State University 2009 — 2013
BS Business Administration, Management, Financial Analysis, Senior
Kelly Landers Hawthorne Kelly Landers Hawthorne's Brown Brothers Harriman Experience May 2010 - August 2010
Job J.D. Candidate
Industry Law Practice
Experience
Columbia Law School Judicial InternUnited States District Court for the Eastern District of New YorkMay 2015 - Present
District of Columbia Public Schools (DCPS) August 2011 - June 2014
Brown Brothers Harriman May 2010 - August 2010
Skills
Legal Research, Legal Writing, Research, Special Education, Teaching, Literacy, Curriculum Development, Educational Leadership, Tutoring, Curriculum Design, Team Building
Education
Columbia Law School
Juris Doctor (J.D.)
George Mason University 2011 — 2013
Master of Education (M.Ed.), Special Education and Teaching
University of Richmond 2007 — 2011
Bachelor of Arts (B.A.), Musicology and Ethnomusicology; Leadership Studies
Columbia Law School Judicial InternUnited States District Court for the Eastern District of New YorkMay 2015 - Present
District of Columbia Public Schools (DCPS) August 2011 - June 2014
Brown Brothers Harriman May 2010 - August 2010
Skills
Legal Research, Legal Writing, Research, Special Education, Teaching, Literacy, Curriculum Development, Educational Leadership, Tutoring, Curriculum Design, Team Building
Education
Columbia Law School
Juris Doctor (J.D.)
George Mason University 2011 — 2013
Master of Education (M.Ed.), Special Education and Teaching
University of Richmond 2007 — 2011
Bachelor of Arts (B.A.), Musicology and Ethnomusicology; Leadership Studies
Jesse Manton's Brown Brothers Harriman Experience January 2012 - August 2014
Job Financial Analyst at Brinkman Partners, LLC
Industry Financial Services
Experience
Brinkman Partners August 2014 - Present
Brown Brothers Harriman January 2012 - August 2014
Brown Brothers Harriman May 2010 - January 2012
Northern Colorado Business Report July 2009 - July 2010
Skills
Finance, Economics, Valuation, Analysis, Equities, Investments, Mutual Funds, Financial Modeling, Accounting, Portfolio Management, Financial Analysis, Fund Accounting, Microsoft Office, Securities, Asset Allocation, Investment Strategies, Bloomberg, Strategic Planning, Financial Accounting, Management, Business Development, Fund Administration, Fixed Income Analysis, Project Management, Market Research, Microsoft Excel, Editing, Budget, Research, Alternative Investments, Financial Operations, Equity Valuation, Residential Mortgages, Commercial Mortgages, Macroeconomics
Education
University of Denver 2012 — 2014
Master of Business Administration (MBA), Finance, 3.9 GPA
Colorado State University 2006 — 2010
Bachelor of Art in Economics
Brinkman Partners August 2014 - Present
Brown Brothers Harriman January 2012 - August 2014
Brown Brothers Harriman May 2010 - January 2012
Northern Colorado Business Report July 2009 - July 2010
Skills
Finance, Economics, Valuation, Analysis, Equities, Investments, Mutual Funds, Financial Modeling, Accounting, Portfolio Management, Financial Analysis, Fund Accounting, Microsoft Office, Securities, Asset Allocation, Investment Strategies, Bloomberg, Strategic Planning, Financial Accounting, Management, Business Development, Fund Administration, Fixed Income Analysis, Project Management, Market Research, Microsoft Excel, Editing, Budget, Research, Alternative Investments, Financial Operations, Equity Valuation, Residential Mortgages, Commercial Mortgages, Macroeconomics
Education
University of Denver 2012 — 2014
Master of Business Administration (MBA), Finance, 3.9 GPA
Colorado State University 2006 — 2010
Bachelor of Art in Economics
Zach Armitstead, ARM Zach Armitstead, ARM's Brown Brothers Harriman Experience April 2013 - October 2013
Job Associate in Risk Management
Industry Insurance
Experience
University of Houston May 2015 - Present
Houston Astros September 2013 - 2015
Brown Brothers Harriman April 2013 - October 2013
Moody Insurance Agency January 2013 - February 2013
Houston Astros August 2012 - December 2012
Lockheed Martin January 2012 - May 2012
Colorado State University August 2011 - May 2012
Prerace.com, LLC May 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Finance, Risk Management, PowerPoint, Strategic Consulting, Microsoft Word, Interpretation Of Data, Statistics, Customer Service, Sports Information, Decision Sciences, Business Process..., Workers' Compensation..., Health Insurance, Document Review, Document Drafting, Property & Casualty..., Google Analytics, SQL
Education
The University of Chicago Booth School of Business 2014 — 2014
Certificate, Business Administration and Management, General, 3.5
Colorado State University 2008 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, 3.7
University of Houston May 2015 - Present
Houston Astros September 2013 - 2015
Brown Brothers Harriman April 2013 - October 2013
Moody Insurance Agency January 2013 - February 2013
Houston Astros August 2012 - December 2012
Lockheed Martin January 2012 - May 2012
Colorado State University August 2011 - May 2012
Prerace.com, LLC May 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Finance, Risk Management, PowerPoint, Strategic Consulting, Microsoft Word, Interpretation Of Data, Statistics, Customer Service, Sports Information, Decision Sciences, Business Process..., Workers' Compensation..., Health Insurance, Document Review, Document Drafting, Property & Casualty..., Google Analytics, SQL
Education
The University of Chicago Booth School of Business 2014 — 2014
Certificate, Business Administration and Management, General, 3.5
Colorado State University 2008 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, 3.7
Tanner Howard Tanner Howard's Brown Brothers Harriman Experience January 2013 - February 2014
Job Consulting Analyst at Envestnet | Prima
Industry Financial Services
Experience
Envestnet PMC April 2014 - Present
cover32 August 2013 - August 2015
Brown Brothers Harriman January 2013 - February 2014
Red Energy Public Relations January 2011 - May 2011
Skills
Social Media, Event Planning, Research, Facebook, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Market Research, Social Media Marketing, Microsoft Word, Public Relations, Marketing, Press Releases, Event Management, Media Relations, Editing, Marketing Communications, Public Speaking, Stata, Communication, Straight Talking, Beer, Data Analysis, Account Reconciliation, Financial Modeling, Lunch, Smalltalk, Sports, Annual Giving
Education
Tuck Business Bridge Program 2012 — 2012
Colorado College 2008 — 2012
BS, Economics
Envestnet PMC April 2014 - Present
cover32 August 2013 - August 2015
Brown Brothers Harriman January 2013 - February 2014
Red Energy Public Relations January 2011 - May 2011
Skills
Social Media, Event Planning, Research, Facebook, Microsoft Excel, Microsoft Office, PowerPoint, Economics, Market Research, Social Media Marketing, Microsoft Word, Public Relations, Marketing, Press Releases, Event Management, Media Relations, Editing, Marketing Communications, Public Speaking, Stata, Communication, Straight Talking, Beer, Data Analysis, Account Reconciliation, Financial Modeling, Lunch, Smalltalk, Sports, Annual Giving
Education
Tuck Business Bridge Program 2012 — 2012
Colorado College 2008 — 2012
BS, Economics
Anthony Giang Anthony Giang's Brown Brothers Harriman Experience April 2015 - Present
Job Researcher at Precision Corporate Services
Industry Information Services
Experience
Brown Brothers Harriman April 2015 - Present
Precision Corporate Services September 2013 - June 2015
Lynch, Brewer, Hoffman & Fink, LLP August 2012 - December 2012
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
Copenhagen Business School 2013 — 2013
Finance, General
Brown Brothers Harriman April 2015 - Present
Precision Corporate Services September 2013 - June 2015
Lynch, Brewer, Hoffman & Fink, LLP August 2012 - December 2012
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
Copenhagen Business School 2013 — 2013
Finance, General
Kael Polkow's Brown Brothers Harriman Experience January 2014 - Present
Job Operations Specialist
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Hostal el Refugio June 2013 - October 2013
Colorado State University December 2012 - May 2013
Northwestern Mutual May 2011 - December 2011
Innovative Scuba Concepts May 2010 - August 2010
Skills
Time Management, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Outlook, Public Speaking, Access, Financial Analysis, Leadership, Team Leadership, Teamwork, Data Analysis
Education
Colorado State University 2009 — 2013
Bachelors, Business Administration
Semester at Sea 2012 — 2012
Study Abroad Program \
Brown Brothers Harriman January 2014 - Present
Hostal el Refugio June 2013 - October 2013
Colorado State University December 2012 - May 2013
Northwestern Mutual May 2011 - December 2011
Innovative Scuba Concepts May 2010 - August 2010
Skills
Time Management, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Outlook, Public Speaking, Access, Financial Analysis, Leadership, Team Leadership, Teamwork, Data Analysis
Education
Colorado State University 2009 — 2013
Bachelors, Business Administration
Semester at Sea 2012 — 2012
Study Abroad Program \
Traci Presley, MBA Traci Presley, MBA's Brown Brothers Harriman Experience June 2013 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
WealthTouch, Inc. August 2011 - May 2013
Thomson Reuters October 2007 - August 2011
Lipper April 2002 - October 2007
Skills
Financial Services, Project Management, CRM, Management, Mutual Funds, Strategy, Investments, Competitive Analysis, Process Improvement, Vendor Management, Leadership, Program Management, Financial Markets, Training, Contract Negotiation, Customer Retention, Analysis, Forecasting, Sales Operations, Customer Satisfaction, Product Management, Account Management, Business Strategy, Salesforce.com, Business Development, Relationship Management, Customer Experience, Analytics, Sales, SaaS
Education
University of Colorado at Denver 2007 — 2011
MBA
Colorado State University-Pueblo 1994 — 1998
BSBA, Business Management
Brown Brothers Harriman June 2013 - Present
WealthTouch, Inc. August 2011 - May 2013
Thomson Reuters October 2007 - August 2011
Lipper April 2002 - October 2007
Skills
Financial Services, Project Management, CRM, Management, Mutual Funds, Strategy, Investments, Competitive Analysis, Process Improvement, Vendor Management, Leadership, Program Management, Financial Markets, Training, Contract Negotiation, Customer Retention, Analysis, Forecasting, Sales Operations, Customer Satisfaction, Product Management, Account Management, Business Strategy, Salesforce.com, Business Development, Relationship Management, Customer Experience, Analytics, Sales, SaaS
Education
University of Colorado at Denver 2007 — 2011
MBA
Colorado State University-Pueblo 1994 — 1998
BSBA, Business Management
Cindy Antonson Cindy Antonson's Brown Brothers Harriman Experience January 2014 - Present
Job Financial Reporting Professional at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2014 - Present
Janus Capital Group May 2009 - August 2013
Janus Capital Group October 1999 - May 2009
OppenheimerFunds 1987 - 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Mutual Funds, Hedge Funds, US GAAP, Accounting, GAAP, Asset Management, Sarbanes-Oxley Act, Strategic Financial..., Alternative Investments, Equities, Investments, Corporate Finance, Financial Statements, Financial Accounting, Bloomberg, Valuation, General Ledger
Education
Colorado State University
Accounting and Business Law
Brown Brothers Harriman January 2014 - Present
Janus Capital Group May 2009 - August 2013
Janus Capital Group October 1999 - May 2009
OppenheimerFunds 1987 - 1996
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Mutual Funds, Hedge Funds, US GAAP, Accounting, GAAP, Asset Management, Sarbanes-Oxley Act, Strategic Financial..., Alternative Investments, Equities, Investments, Corporate Finance, Financial Statements, Financial Accounting, Bloomberg, Valuation, General Ledger
Education
Colorado State University
Accounting and Business Law
Kevin Urlik, FRM Kevin Urlik, FRM's Brown Brothers Harriman Experience May 2015 - Present
Job Derivatives Operations Department Head Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2010 - May 2015
OppenheimerFunds February 2003 - September 2010
Skills
OTC Derivatives: ISDA..., Collateral Management, Bank Loans: Closing..., Risk Management, Mutual Funds, Fund Accounting, Derivatives, Alternative Investments, Bloomberg, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Banking, Fixed Income, Cash Management, Hedge Funds, Trading, Portfolio Management, Finance, Corporate Actions, Asset Management
Education
University of Colorado Denver 2007 — 2009
Master of Science (M.S.), Finance
Colorado State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman September 2010 - May 2015
OppenheimerFunds February 2003 - September 2010
Skills
OTC Derivatives: ISDA..., Collateral Management, Bank Loans: Closing..., Risk Management, Mutual Funds, Fund Accounting, Derivatives, Alternative Investments, Bloomberg, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Banking, Fixed Income, Cash Management, Hedge Funds, Trading, Portfolio Management, Finance, Corporate Actions, Asset Management
Education
University of Colorado Denver 2007 — 2009
Master of Science (M.S.), Finance
Colorado State University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
John McMinn John McMinn's Brown Brothers Harriman Experience April 2010 - July 2011
Job Associate at Federal Reserve Bank of New York
Industry Investment Banking
Experience
Federal Reserve Bank of New York July 2014 - Present
Goldman Sachs February 2013 - July 2014
Federal Reserve Bank of Boston August 2011 - January 2013
Brown Brothers Harriman April 2010 - July 2011
Brown Brothers Harriman April 2007 - March 2010
US Army April 2002 - March 2008
Brandon Residential Treatment Center February 2005 - January 2007
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA)
Suffolk University - Sawyer School of Management 2008 — 2010
Master of Business Administration (MBA)
Framingham State College 2002 — 2006
Bachelor, Business
Rockport High School
Federal Reserve Bank of New York July 2014 - Present
Goldman Sachs February 2013 - July 2014
Federal Reserve Bank of Boston August 2011 - January 2013
Brown Brothers Harriman April 2010 - July 2011
Brown Brothers Harriman April 2007 - March 2010
US Army April 2002 - March 2008
Brandon Residential Treatment Center February 2005 - January 2007
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA)
Suffolk University - Sawyer School of Management 2008 — 2010
Master of Business Administration (MBA)
Framingham State College 2002 — 2006
Bachelor, Business
Rockport High School
Tucker Randle Tucker Randle's Brown Brothers Harriman Experience July 2015 - Present
Job Analyst at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman July 2015 - Present
America Reads January 2013 - Present
Hobart and William Smith Colleges August 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Capitellum A/S August 2013 - November 2013
Skills
English, Econometrics, Stata, Fundraising, Quantitative Analytics, Macroeconomics, Bloomberg, International Relations, Teamwork, Nonprofits, French
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (BA), Economics
Copenhagen Business School 2013 — 2013
International Finance
Brown Brothers Harriman July 2015 - Present
America Reads January 2013 - Present
Hobart and William Smith Colleges August 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Capitellum A/S August 2013 - November 2013
Skills
English, Econometrics, Stata, Fundraising, Quantitative Analytics, Macroeconomics, Bloomberg, International Relations, Teamwork, Nonprofits, French
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (BA), Economics
Copenhagen Business School 2013 — 2013
International Finance
John E. Lyons Jr John E. Lyons Jr's Brown Brothers Harriman Experience June 2013 - Present
Job Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
J.P. Morgan May 2012 - August 2012
Peggotty Investment Club September 2011 - June 2012
CVS Caremark Corporation July 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Stata, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Market Research, Statistics, Microsoft Office, Social Media, Finance, Qualitative Research, Public Relations
Education
2010 - 2013Connecticut CollegeNew 2010 — 2013
Bachelor of Arts, Economics
Connecticut College 2009 — 2013
BA, Economics/History
Summer 2011Tuck School of Business at Dartmouth 2011 — 2011
Northfield Mount Hermon School 2007 — 2009
High School
Brown Brothers Harriman June 2013 - Present
J.P. Morgan May 2012 - August 2012
Peggotty Investment Club September 2011 - June 2012
CVS Caremark Corporation July 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Stata, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Market Research, Statistics, Microsoft Office, Social Media, Finance, Qualitative Research, Public Relations
Education
2010 - 2013Connecticut CollegeNew 2010 — 2013
Bachelor of Arts, Economics
Connecticut College 2009 — 2013
BA, Economics/History
Summer 2011Tuck School of Business at Dartmouth 2011 — 2011
Northfield Mount Hermon School 2007 — 2009
High School
Cooper Liggett Cooper Liggett's Brown Brothers Harriman Experience January 2014 - November 2014
Job Financial Analyst at Aspen Skiing Company
Industry Leisure, Travel & Tourism
Experience
Aspen Skiing Company January 2015 - Present
Brown Brothers Harriman January 2014 - November 2014
Brown Brothers Harriman September 2012 - January 2014
Brown Brothers Harriman January 2011 - September 2012
Specialty Sports Venture January 2010 - April 2010
Adventure Sports July 2003 - August 2007
Skills
Microsoft Excel, Financial Analysis, Customer Service, Financial Modeling, Investments, Budgets, Microsoft Office, PowerPoint, Marketing, Leadership, Market Research, Sales
Education
Copenhagen Business School 2009 — 2009
Study Abroad, International Business
Colorado State University 2005 — 2009
BS, Finance
Aspen Skiing Company January 2015 - Present
Brown Brothers Harriman January 2014 - November 2014
Brown Brothers Harriman September 2012 - January 2014
Brown Brothers Harriman January 2011 - September 2012
Specialty Sports Venture January 2010 - April 2010
Adventure Sports July 2003 - August 2007
Skills
Microsoft Excel, Financial Analysis, Customer Service, Financial Modeling, Investments, Budgets, Microsoft Office, PowerPoint, Marketing, Leadership, Market Research, Sales
Education
Copenhagen Business School 2009 — 2009
Study Abroad, International Business
Colorado State University 2005 — 2009
BS, Finance
Brendan Rampi's Brown Brothers Harriman Experience July 2007 - June 2009
Job Associate Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ May 2013 - Present
S&P Capital IQ December 2012 - May 2013
Capital IQ November 2011 - December 2012
Royal Bank of Scotland September 2009 - October 2011
Brown Brothers Harriman July 2007 - June 2009
State Street September 2006 - July 2007
Skills
Relationship Management, Fixed Income, Sales, Account Management, Equities, Salesforce.com, Investment Banking, Capital IQ, Business Development, Mutual Funds, Trading, Financial Modeling, Strategic Planning, Financial Analysis, Entrepreneurship, New Business Development, Competitive Analysis, Strategy, Valuation, Creative Strategy, Business Strategy, Derivatives, Competitive Intelligence, Competitive Advantage, Competitive Strategies, Market Intelligence, Strategic Selling, CRM
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Entrepreneurship, Economics, Strategy, and Finance
Northeastern University - Graduate School of Business Administration 2008 — 2009
Certificate of Managment, Economics & Finance
Connecticut College 2002 — 2006
B.A., Economics, American Studies
University of Edinburgh 2004 — 2004
Study Abroad, Economics
Thayer Academy 1998 — 2002
High School
S&P Capital IQ May 2013 - Present
S&P Capital IQ December 2012 - May 2013
Capital IQ November 2011 - December 2012
Royal Bank of Scotland September 2009 - October 2011
Brown Brothers Harriman July 2007 - June 2009
State Street September 2006 - July 2007
Skills
Relationship Management, Fixed Income, Sales, Account Management, Equities, Salesforce.com, Investment Banking, Capital IQ, Business Development, Mutual Funds, Trading, Financial Modeling, Strategic Planning, Financial Analysis, Entrepreneurship, New Business Development, Competitive Analysis, Strategy, Valuation, Creative Strategy, Business Strategy, Derivatives, Competitive Intelligence, Competitive Advantage, Competitive Strategies, Market Intelligence, Strategic Selling, CRM
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Entrepreneurship, Economics, Strategy, and Finance
Northeastern University - Graduate School of Business Administration 2008 — 2009
Certificate of Managment, Economics & Finance
Connecticut College 2002 — 2006
B.A., Economics, American Studies
University of Edinburgh 2004 — 2004
Study Abroad, Economics
Thayer Academy 1998 — 2002
High School
Stephanie Henkle's Brown Brothers Harriman Experience 2005 - 2008
Job Executive Recruiter at Michael R Crane & Associates, LLC (MRCA)
Industry Management Consulting
Experience
Michael R Crane & Associates, LLC January 2009 - Present
Brown Brothers Harriman 2005 - 2008
Ortho-McNeil Pharmaceutical 2001 - 2004
~ 1996 - 2001
Skills
Recruiting, Coaching, Organizational..., Talent Management, Executive Search, Management Consulting, Talent Acquisition, Onboarding, Entrepreneurship
Education
Columbia University in the City of New York
MA, Organizational Development
Drexel University
MA, Psychotherapy
Michael R Crane & Associates, LLC January 2009 - Present
Brown Brothers Harriman 2005 - 2008
Ortho-McNeil Pharmaceutical 2001 - 2004
~ 1996 - 2001
Skills
Recruiting, Coaching, Organizational..., Talent Management, Executive Search, Management Consulting, Talent Acquisition, Onboarding, Entrepreneurship
Education
Columbia University in the City of New York
MA, Organizational Development
Drexel University
MA, Psychotherapy
Andrew Yu Andrew Yu's Brown Brothers Harriman Experience June 2014 - August 2014
Job Paralegal at Cooper & Dunham LLP
Industry Human Resources
Experience
Cooper & Dunham LLP August 2015 - Present
Columbia University Ira A. Millstein Center September 2014 - March 2015
Brown Brothers Harriman June 2014 - August 2014
Clifford Chance LLP July 2013 - August 2013
The Expert Institute January 2012 - July 2012
Apple March 2011 - January 2012
Massachusetts General Hospital May 2007 - August 2011
Leadership Exploration and Academic Development Program (LEAD) June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
BA, Political Science, 3.52
Boston University Academy 2007 — 2011
High School Diploma, Cum Laude
Cooper & Dunham LLP August 2015 - Present
Columbia University Ira A. Millstein Center September 2014 - March 2015
Brown Brothers Harriman June 2014 - August 2014
Clifford Chance LLP July 2013 - August 2013
The Expert Institute January 2012 - July 2012
Apple March 2011 - January 2012
Massachusetts General Hospital May 2007 - August 2011
Leadership Exploration and Academic Development Program (LEAD) June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
BA, Political Science, 3.52
Boston University Academy 2007 — 2011
High School Diploma, Cum Laude
Michael Vellucci Michael Vellucci's Brown Brothers Harriman Experience August 2011 - August 2013
Job Senior Vice President at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. August 2013 - Present
Brown Brothers Harriman August 2011 - August 2013
Brown Brothers Harriman July 2000 - August 2011
Brown Brothers Harriman November 1998 - July 2000
BDM International August 1997 - August 1998
US Navy August 1992 - August 1997
Skills
Alternative Investments, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Capital Markets, Derivatives, Corporate Finance, Trading, Finance
Education
Columbia Business School 2010 — 2011
Master of Business Administration (M.B.A.)
Old Dominion University 1992 — 1998
Bachelor's Degree, Political Science, Magna Cum Laude
Brown Brothers Harriman & Co. August 2013 - Present
Brown Brothers Harriman August 2011 - August 2013
Brown Brothers Harriman July 2000 - August 2011
Brown Brothers Harriman November 1998 - July 2000
BDM International August 1997 - August 1998
US Navy August 1992 - August 1997
Skills
Alternative Investments, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Capital Markets, Derivatives, Corporate Finance, Trading, Finance
Education
Columbia Business School 2010 — 2011
Master of Business Administration (M.B.A.)
Old Dominion University 1992 — 1998
Bachelor's Degree, Political Science, Magna Cum Laude
Morgan Jason Morgan Jason's Brown Brothers Harriman Experience Senior Analyst, OTC DerivativesOppenheimerFunds2006 - 2010
Job Systems Business Analyst II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Senior Analyst, OTC DerivativesOppenheimerFunds2006 - 2010
Education
Colorado State University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Brown Brothers Harriman Senior Analyst, OTC DerivativesOppenheimerFunds2006 - 2010
Education
Colorado State University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Les Baquiran's Brown Brothers Harriman Experience 1998 - 2001
Job Founder, Alpine Capital Advisors
Industry Financial Services
Experience
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Alpine Capital Advisors February 2014 - Present
Pinebase.com April 2014 - Present
Council on Foreign Relations July 2013 - Present
The Blackstone Group - Park Hill April 2007 - June 2013
Evercore-ISI July 2001 - March 2007
Brown Brothers Harriman 1998 - 2001
Merrill Lynch April 1997 - June 1998
Bloomberg LP May 1997 - August 1997
Asia Society June 1996 - June 1997
HUD June 1996 - August 1996
Skills
Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Real Estate, Emerging Markets, Investments, Venture Capital, Due Diligence, International Business..., Asian markets, Latin American markets, Start-ups, Asset Management, Valuation, Investor Relations, Capital Markets, Foreign Policy, Angel Investing, Fundraising, Funding, Fixed Income, Investment Management
Education
Connecticut College 1994 — 1998
B.S., International Political Economy
The Chinese University of Hong Kong 1997 — 1997
Study Abroad, Asian Economics and Politics
US Coast Guard Academy 1997 — 1998
Exchange Program, International Relations and National Security Studies
Georgetown University
Summer Program, International and Domestic Economics and Politics
University of Cape Town 1995 — 1995
Study Abroad, African Economics and Politics
Tenafly High School 1992 — 1994
High School
Horace Mann 1990 — 1992
High School
Kathleen Schmitz's Brown Brothers Harriman Experience September 2010 - September 2013
Job AVP, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2013 - Present
Brown Brothers Harriman September 2010 - September 2013
OppenheimerFunds December 2000 - September 2010
American Fronteer June 2000 - December 2000
Skills
Mutual Funds, Fixed Income, Accounting, Securities, Bloomberg, Asset Management, Alternative Investments, Financial Services, Investments, Equities, Fund Accounting, Series 7, Compliance, Loans
Education
Colorado State University 1995 — 2000
2000, Business: Finance concentration
OppenheimerFunds September 2013 - Present
Brown Brothers Harriman September 2010 - September 2013
OppenheimerFunds December 2000 - September 2010
American Fronteer June 2000 - December 2000
Skills
Mutual Funds, Fixed Income, Accounting, Securities, Bloomberg, Asset Management, Alternative Investments, Financial Services, Investments, Equities, Fund Accounting, Series 7, Compliance, Loans
Education
Colorado State University 1995 — 2000
2000, Business: Finance concentration
Tripp Blum's Brown Brothers Harriman Experience January 2011 - Present
Job Research Analyst on Core Select investment team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman July 2008 - December 2010
CIBC World Markets May 2007 - August 2007
Compushine July 2003 - June 2006
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Equity Valuation, Due Diligence, Bloomberg, DCF, Asset Management, Financial Analysis, Investment Management, Mutual Funds, Investment Strategies, Securities, Financial Markets, Investor Relations, Business Valuation, Economics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Accounting
Dartmouth College 1999 — 2003
BA, Economics
Collegiate School 1987 — 1999
Brown Brothers Harriman January 2011 - Present
Brown Brothers Harriman July 2008 - December 2010
CIBC World Markets May 2007 - August 2007
Compushine July 2003 - June 2006
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Equity Valuation, Due Diligence, Bloomberg, DCF, Asset Management, Financial Analysis, Investment Management, Mutual Funds, Investment Strategies, Securities, Financial Markets, Investor Relations, Business Valuation, Economics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Accounting
Dartmouth College 1999 — 2003
BA, Economics
Collegiate School 1987 — 1999
Peyton Muldoon's Brown Brothers Harriman Experience 1998 - 2001
Job Licensed SalespersonSotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty September 2011 - Present
Horizon Asset Management 2004 - 2008
Vantis Capital 2002 - 2003
Brown Brothers Harriman 1998 - 2001
Weiss Peck & Greer 1993 - 1996
Skills
Real Estate, Investments, Marketing, Negotiation
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Trinity College-Hartford 1988 — 1991
Sotheby's International Realty September 2011 - Present
Horizon Asset Management 2004 - 2008
Vantis Capital 2002 - 2003
Brown Brothers Harriman 1998 - 2001
Weiss Peck & Greer 1993 - 1996
Skills
Real Estate, Investments, Marketing, Negotiation
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Trinity College-Hartford 1988 — 1991
Greg McNeil's Brown Brothers Harriman Experience 2004 - 2006
Job Assistant Treasurer at Mutual Fund Co
Industry Financial Services
Experience
Cosumnes River College June 2012 - Present
Mutual Fund Co April 2009 - Present
Mutual Fund Co June 2006 - March 2009
Brown Brothers Harriman 2004 - 2006
Price Waterhouse 2003 - 2004
Skills
CPA, Financial Analysis, Financial Reporting, Mutual Funds, Fixed Income, Securities, Financial Modeling, Hedge Funds, Sarbanes-Oxley Act, Equities, Accounting, Investments, Asset Management, Risk Management, Bloomberg, Financial Services, Fund Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA, Accounting
Connecticut College 1993 — 1997
Bachelor of Arts (BA), Government
Cosumnes River College June 2012 - Present
Mutual Fund Co April 2009 - Present
Mutual Fund Co June 2006 - March 2009
Brown Brothers Harriman 2004 - 2006
Price Waterhouse 2003 - 2004
Skills
CPA, Financial Analysis, Financial Reporting, Mutual Funds, Fixed Income, Securities, Financial Modeling, Hedge Funds, Sarbanes-Oxley Act, Equities, Accounting, Investments, Asset Management, Risk Management, Bloomberg, Financial Services, Fund Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA, Accounting
Connecticut College 1993 — 1997
Bachelor of Arts (BA), Government
Jane Brousseau's Brown Brothers Harriman Experience September 2010 - Present
Job Senior Fund Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds January 2005 - September 2010
University of Colorado at Denver 2001 - 2002
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Securities, Valuation, Investments, Corporate Actions, Financial Analysis, Financial Services, Financial Markets, Derivatives, Options, Investment Strategies
Education
University of Colorado at Denver 2006 — 2008
Master of Science (M.S.), Finance
Colorado State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration/Finance
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds January 2005 - September 2010
University of Colorado at Denver 2001 - 2002
Skills
Fund Accounting, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Equities, Securities, Valuation, Investments, Corporate Actions, Financial Analysis, Financial Services, Financial Markets, Derivatives, Options, Investment Strategies
Education
University of Colorado at Denver 2006 — 2008
Master of Science (M.S.), Finance
Colorado State University 2000 — 2004
Bachelor of Science (B.S.), Business Administration/Finance
Enoch Chu, CFA, CAIA's Brown Brothers Harriman Experience June 2015 - Present
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2015 - Present
AXA Investment Managers September 2012 - Present
WCAS Fraser Sullivan Investment Management September 2011 - July 2012
Lehman Brothers Holdings Inc. December 2008 - September 2011
Lehman Brothers July 2006 - October 2008
Skills
Asset Management, Financial Modeling, Research, Valuation, Excel, Fixed Income, Financial Analysis, Portfolio Management
Education
Cornell University 2002 — 2006
B.A., Government, Economics, Asian Studies
Brown Brothers Harriman June 2015 - Present
AXA Investment Managers September 2012 - Present
WCAS Fraser Sullivan Investment Management September 2011 - July 2012
Lehman Brothers Holdings Inc. December 2008 - September 2011
Lehman Brothers July 2006 - October 2008
Skills
Asset Management, Financial Modeling, Research, Valuation, Excel, Fixed Income, Financial Analysis, Portfolio Management
Education
Cornell University 2002 — 2006
B.A., Government, Economics, Asian Studies
Robert C. W. Gordon's Brown Brothers Harriman Experience September 2006 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman September 2011 - March 2013
Brown Brothers Harriman July 2010 - September 2011
Brown Brothers Harriman March 2010 - July 2010
Brown Brothers Harriman September 2008 - March 2010
Brown Brothers Harriman August 2007 - September 2008
Brown Brothers Harriman September 2006 - August 2007
International Crisis Group 2005 - 2005
Overseas Private Investment Corporation 2005 - 2005
Skills
Wealth Management, Business Strategy, Finance, Hedge Funds, Equities, Fixed Income, Securities, Mutual Funds, Alternative Investments, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Financial Services, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Political Science
Rye High School 1998 — 2002
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman September 2011 - March 2013
Brown Brothers Harriman July 2010 - September 2011
Brown Brothers Harriman March 2010 - July 2010
Brown Brothers Harriman September 2008 - March 2010
Brown Brothers Harriman August 2007 - September 2008
Brown Brothers Harriman September 2006 - August 2007
International Crisis Group 2005 - 2005
Overseas Private Investment Corporation 2005 - 2005
Skills
Wealth Management, Business Strategy, Finance, Hedge Funds, Equities, Fixed Income, Securities, Mutual Funds, Alternative Investments, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Financial Services, Trading
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Political Science
Rye High School 1998 — 2002
Colin Whitney's Brown Brothers Harriman Experience February 2008 - October 2011
Job Associate at Avison Young Commercial Real Estate
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate October 2011 - Present
Brown Brothers Harriman February 2008 - October 2011
Education
Connecticut College 2003 — 2007
Bachelor's degree, Philosophy
Thayer Academy 1999 — 2003
Avison Young Commercial Real Estate October 2011 - Present
Brown Brothers Harriman February 2008 - October 2011
Education
Connecticut College 2003 — 2007
Bachelor's degree, Philosophy
Thayer Academy 1999 — 2003
Ethan Powell's Brown Brothers Harriman Experience May 2012 - December 2014
Job Vice President at DZ Bank AG
Industry Financial Services
Experience
DZ BANK AG December 2014 - Present
Brown Brothers Harriman May 2012 - December 2014
Brown Brothers Harriman June 2010 - April 2012
Brown Brothers Harriman January 2008 - June 2010
Brown Brothers Harriman January 2006 - January 2008
Brown Brothers Harriman June 2004 - January 2006
Skills
Commercial Banking, Commodity Finance, Trade Finance, Credit, Financial Analysis, Relationship Management, Risk Management
Education
Connecticut College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Government
Yarmouth High School 1996 — 2000
DZ BANK AG December 2014 - Present
Brown Brothers Harriman May 2012 - December 2014
Brown Brothers Harriman June 2010 - April 2012
Brown Brothers Harriman January 2008 - June 2010
Brown Brothers Harriman January 2006 - January 2008
Brown Brothers Harriman June 2004 - January 2006
Skills
Commercial Banking, Commodity Finance, Trade Finance, Credit, Financial Analysis, Relationship Management, Risk Management
Education
Connecticut College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Government
Yarmouth High School 1996 — 2000
Brian Ayres's Brown Brothers Harriman Experience February 2012 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds December 2000 - January 2005
Skills
Mutual Funds, Bloomberg, Fixed Income, Fund Accounting, Equities, Asset Management, Alternative Investments, Investments, Securities, Corporate Actions, Trading, Valuation, Analysis, Hedge Funds, Account Reconciliation
Education
Colorado State University 1998 — 2000
Finance, General
University of Northern Colorado 1996 — 1998
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds January 2005 - September 2010
OppenheimerFunds December 2000 - January 2005
Skills
Mutual Funds, Bloomberg, Fixed Income, Fund Accounting, Equities, Asset Management, Alternative Investments, Investments, Securities, Corporate Actions, Trading, Valuation, Analysis, Hedge Funds, Account Reconciliation
Education
Colorado State University 1998 — 2000
Finance, General
University of Northern Colorado 1996 — 1998
Alec Wiggin's Brown Brothers Harriman Experience 1984 - 1987
Job President, Wiggin & Wiggin dba aabalone[red]
Industry Investment Management
Experience
aabalone[red] October 1989 - Present
FUTURE 5 2011 - 2014
Noroton Yacht Club 1988 - 2014
Bessemer Trust 1987 - 1989
Brown Brothers Harriman 1984 - 1987
Yankelovich, Skelley & White 1980 - 1982
Connecticut Public Television & Radio 1978 - 1980
WQED Multimedia 1974 - 1975
Skills
Brand Architecture, Marketing Strategy, Marketing Communications, Strategic Partnerships, Entrepreneurship, Advertising, Strategic Planning, Online Advertising, Start-ups, Digital Marketing, Business Strategy, Social Media, Email Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Market Research, New Business Development, Digital Strategy
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
Harvard University 1969 — 1973
AB, Philosophy
The Lawreceville School 1965 — 1969
Mather Junior HIgh
aabalone[red] October 1989 - Present
FUTURE 5 2011 - 2014
Noroton Yacht Club 1988 - 2014
Bessemer Trust 1987 - 1989
Brown Brothers Harriman 1984 - 1987
Yankelovich, Skelley & White 1980 - 1982
Connecticut Public Television & Radio 1978 - 1980
WQED Multimedia 1974 - 1975
Skills
Brand Architecture, Marketing Strategy, Marketing Communications, Strategic Partnerships, Entrepreneurship, Advertising, Strategic Planning, Online Advertising, Start-ups, Digital Marketing, Business Strategy, Social Media, Email Marketing, Social Media Marketing, Integrated Marketing, Digital Media, Market Research, New Business Development, Digital Strategy
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
Harvard University 1969 — 1973
AB, Philosophy
The Lawreceville School 1965 — 1969
Mather Junior HIgh
Charles Krause's Brown Brothers Harriman Experience September 1979 - 1990
Job Managing Director, Fairfield, Bush & Co.
Industry Investment Management
Experience
Fairfield, Bush & Co. June 1990 - Present
Brown Brothers Harriman September 1979 - 1990
Skills
Equities, Alternative Investments, Asset Management, Fixed Income, Capital Markets, Securities, Hedge Funds, Private Equity
Education
Columbia University - Columbia Business School
Yale University
Bachelor of Arts (B.A.), Economics
Fairfield, Bush & Co. June 1990 - Present
Brown Brothers Harriman September 1979 - 1990
Skills
Equities, Alternative Investments, Asset Management, Fixed Income, Capital Markets, Securities, Hedge Funds, Private Equity
Education
Columbia University - Columbia Business School
Yale University
Bachelor of Arts (B.A.), Economics
Genevieve Manfredo's Brown Brothers Harriman Experience 2001 - 2002
Job Consultant at Jingle Bay Consulting
Industry Financial Services
Experience
Jingle Bay Consulting January 2011 - Present
Galileo Processing November 2009 - January 2011
Target May 2005 - January 2009
Target 2007 - 2008
Target 2006 - 2007
Target 2005 - 2006
Porter Novelli 2003 - 2003
Brown Brothers Harriman 2001 - 2002
Brown Brothers Harriman 1999 - 2001
Skills
Marketing, Credit Cards, Product Development, Cross-functional Team..., Retail, Team Leadership, Vendor Management, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Experience, Product Management, Strategic Partnerships, Marketing Communications
Education
Cornell University 2002 — 2004
MS, Communication
Tufts University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Jingle Bay Consulting January 2011 - Present
Galileo Processing November 2009 - January 2011
Target May 2005 - January 2009
Target 2007 - 2008
Target 2006 - 2007
Target 2005 - 2006
Porter Novelli 2003 - 2003
Brown Brothers Harriman 2001 - 2002
Brown Brothers Harriman 1999 - 2001
Skills
Marketing, Credit Cards, Product Development, Cross-functional Team..., Retail, Team Leadership, Vendor Management, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Experience, Product Management, Strategic Partnerships, Marketing Communications
Education
Cornell University 2002 — 2004
MS, Communication
Tufts University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Amelia Gary's Brown Brothers Harriman Experience 1995 - 1996
Job Administration Officer at The New York International School
Industry Nonprofit Organization Management
Experience
The New York International School 2015 - Present
The Osborne Association 2013 - 2015
Spencer Stuart 2008 - 2010
Castle Brands Inc. 2002 - 2008
Brown Brothers Harriman & Co. October 1996 - September 2002
Brown Brothers Harriman 1995 - 1996
Skills
Financial Services, Financial Analysis, Fundraising, Mutual Funds, Strategic Planning, Budgets, FX Options, Non-profits, Research, Project Planning, Grant Writing, Business Strategy, Community Outreach, Financial Modeling
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work
Connecticut College
Bachelor of Arts (B.A.), Economics
Pomfret
Pomfret
The New York International School 2015 - Present
The Osborne Association 2013 - 2015
Spencer Stuart 2008 - 2010
Castle Brands Inc. 2002 - 2008
Brown Brothers Harriman & Co. October 1996 - September 2002
Brown Brothers Harriman 1995 - 1996
Skills
Financial Services, Financial Analysis, Fundraising, Mutual Funds, Strategic Planning, Budgets, FX Options, Non-profits, Research, Project Planning, Grant Writing, Business Strategy, Community Outreach, Financial Modeling
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work
Connecticut College
Bachelor of Arts (B.A.), Economics
Pomfret
Pomfret
Ivan Goskirk's Brown Brothers Harriman Experience July 2012 - August 2013
Job Research Assistant at Colorado School of Mines
Industry Research
Experience
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Colorado School of Mines January 2015 - Present
Task Force for Business and Stability Operations June 2014 - December 2014
Brown Brothers Harriman July 2012 - August 2013
Brown Brothers Harriman September 2010 - June 2012
OppenheimerFunds January 2007 - August 2010
OppenheimerFunds January 2007 - December 2007
Merrill Lynch August 2006 - December 2006
Skills
Fixed Income, Investments, Trading, Mutual Funds, Valuation, Options, Equities, Securities, Bloomberg, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Asset Allocation, Fund Accounting, Wealth Management, Derivatives, Retirement, Investment Management, Equity Research, Financial Modeling, Bloomberg Terminal, Bonds, Economics, Energy Industry, Financial Futures, Real Estate, Economic Research, Database Design, Energy
Education
Colorado School of Mines 2014 — 2016
Master of Science (M.S.), Mineral and Energy Economics
Colorado State University 2001 — 2006
Bachelor of Arts (B.A.), Economcis
Flights Inc 2010 — 2011
Private Pilot's License, Aircraft Pilot (Private)
Mindy Aviles (Kelly)'s Brown Brothers Harriman Experience 1997 - 1998
Job Financial services professional with extensive capital markets, corporate finance and sales experience
Industry Financial Services
Experience
Mizuho Bank April 2007 - December 2013
Macquarie Bank 2005 - 2006
Deutsche Bank 2003 - 2005
Banc of America Securities 2000 - 2003
Federated Investors 1998 - 2000
Brown Brothers Harriman 1997 - 1998
Chemical Bank 1989 - 1994
Skills
Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Structured Products, Private Placements, Derivatives, Investments, Valuation, Equities, Project Finance, Securities, Due Diligence, Investment Banking, Credit Analysis, Banking, Leveraged Finance, Bonds, Portfolio Management, Securitization, Investment Management, Credit, Mergers & Acquisitions, Financial Markets, Trading, Interest Rate..., Credit Risk, Debt Restructuring, Mezzanine, Venture Capital, Loan Origination, Options
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Masters, International Finance; International Economic Policy
Columbia University, Columbia College 1985 — 1989
BA, Economics
Mizuho Bank April 2007 - December 2013
Macquarie Bank 2005 - 2006
Deutsche Bank 2003 - 2005
Banc of America Securities 2000 - 2003
Federated Investors 1998 - 2000
Brown Brothers Harriman 1997 - 1998
Chemical Bank 1989 - 1994
Skills
Capital Markets, Fixed Income, Financial Structuring, Structured Finance, Financial Modeling, Corporate Finance, Structured Products, Private Placements, Derivatives, Investments, Valuation, Equities, Project Finance, Securities, Due Diligence, Investment Banking, Credit Analysis, Banking, Leveraged Finance, Bonds, Portfolio Management, Securitization, Investment Management, Credit, Mergers & Acquisitions, Financial Markets, Trading, Interest Rate..., Credit Risk, Debt Restructuring, Mezzanine, Venture Capital, Loan Origination, Options
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Masters, International Finance; International Economic Policy
Columbia University, Columbia College 1985 — 1989
BA, Economics
Jonathan Singsen's Brown Brothers Harriman Experience January 1999 - July 2001
Job Principal, Head of Strategy and Acqusitions at Brenton Point Partners
Industry Real Estate
Experience
Brenton Point Partners November 2014 - Present
U.S. Merchant Marine Academy - King's Point August 2010 - January 2013
Prudential CT Realty July 2008 - August 2010
Exonosis, Inc. August 2001 - September 2004
Brown Brothers Harriman January 1999 - July 2001
Brown Brothers Harriman 1997 - 2001
Skills
Real Estate, Management, Investment Properties, Sales, Residential Homes, Real Estate Development, Financial Modeling, Asset Management, Commercial Real Estate, Negotiation, Financial Statement..., Real Estate Financing, Statistics, Sellers, Contract Negotiation, Investments, Real Estate Transactions, Argus Modeling, IBM SPSS Data Analytics..., Financial Statements, Statistical Data..., Excel models, Multi-family Investments, @RISK, Precision Tree Modeling, Monte Carlo Simulation, Bloomberg Terminal
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), Real Estate, Finance
University of Rhode Island 1991 — 1996
BA, Economics
Columbia University in the City of New York
Post-Baccalaureate Business
Brenton Point Partners November 2014 - Present
U.S. Merchant Marine Academy - King's Point August 2010 - January 2013
Prudential CT Realty July 2008 - August 2010
Exonosis, Inc. August 2001 - September 2004
Brown Brothers Harriman January 1999 - July 2001
Brown Brothers Harriman 1997 - 2001
Skills
Real Estate, Management, Investment Properties, Sales, Residential Homes, Real Estate Development, Financial Modeling, Asset Management, Commercial Real Estate, Negotiation, Financial Statement..., Real Estate Financing, Statistics, Sellers, Contract Negotiation, Investments, Real Estate Transactions, Argus Modeling, IBM SPSS Data Analytics..., Financial Statements, Statistical Data..., Excel models, Multi-family Investments, @RISK, Precision Tree Modeling, Monte Carlo Simulation, Bloomberg Terminal
Education
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), Real Estate, Finance
University of Rhode Island 1991 — 1996
BA, Economics
Columbia University in the City of New York
Post-Baccalaureate Business
Andrew J Poggi's Brown Brothers Harriman Experience May 2015 - Present
Job Vice President at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman May 2015 - Present
Citi Bank October 2013 - Present
Marathon Data Systems, LLC February 2013 - October 2013
JP Morgan Chase October 2010 - April 2012
RBS Greenwich Capital March 2010 - November 2010
JP Morgan Chase/Bear, Stearns January 1998 - January 2009
Bear Stearns & Co. Inc January 1998 - January 2008
William Scott & Co January 1996 - January 1998
Self-Employed January 1995 - January 1996
Bear Stearns & Co. Inc January 1982 - January 1995
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Series 7, Trading, Options, Commodity, Equity Derivatives, Securities, Structured Products, Bonds, Prime Brokerage, Capital Markets, Risk Management, Trading Systems, Management, Investment Banking, Bloomberg, Alternative Investments, Banking, Business Analysis, Equity Trading, FX Options, Financial Markets, Financial Risk, Financial Services, Market Data, Middle Office
Education
Cornell University
Public speaking
NYU
English
Wagner College
Brown Brothers Harriman May 2015 - Present
Citi Bank October 2013 - Present
Marathon Data Systems, LLC February 2013 - October 2013
JP Morgan Chase October 2010 - April 2012
RBS Greenwich Capital March 2010 - November 2010
JP Morgan Chase/Bear, Stearns January 1998 - January 2009
Bear Stearns & Co. Inc January 1998 - January 2008
William Scott & Co January 1996 - January 1998
Self-Employed January 1995 - January 1996
Bear Stearns & Co. Inc January 1982 - January 1995
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Series 7, Trading, Options, Commodity, Equity Derivatives, Securities, Structured Products, Bonds, Prime Brokerage, Capital Markets, Risk Management, Trading Systems, Management, Investment Banking, Bloomberg, Alternative Investments, Banking, Business Analysis, Equity Trading, FX Options, Financial Markets, Financial Risk, Financial Services, Market Data, Middle Office
Education
Cornell University
Public speaking
NYU
English
Wagner College
Le Xuan Laurel Milliken's Brown Brothers Harriman Experience December 2010 - August 2012
Job Technical Support, Software Whisperer at Schneider Electric
Industry Information Technology and Services
Experience
Schneider Electric June 2014 - Present
Colorado State University August 2013 - May 2014
Integware, Inc May 2013 - August 2013
Brown Brothers Harriman December 2010 - August 2012
Self-Employed January 2011 - July 2012
Colorado State University August 2006 - June 2009
Financial Industry Regulatory Authority (FINRA) June 2008 - July 2008
Skills
Research, PowerPoint, Microsoft Excel, Community Outreach, Data Analysis, Public Speaking, Microsoft Office, Teaching, Microsoft Word, Event Planning, Customer Service, Time Management, Training, Spanish, Analysis, Business Analysis, Critical Thinking, Nonprofits, Statistics, Fundraising, ArcGIS, Project Management
Education
Colorado State University
MSBA-CIS, Computer and Information Systems Security/Information Assurance
Colorado State University 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
Colorado State University 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Schneider Electric June 2014 - Present
Colorado State University August 2013 - May 2014
Integware, Inc May 2013 - August 2013
Brown Brothers Harriman December 2010 - August 2012
Self-Employed January 2011 - July 2012
Colorado State University August 2006 - June 2009
Financial Industry Regulatory Authority (FINRA) June 2008 - July 2008
Skills
Research, PowerPoint, Microsoft Excel, Community Outreach, Data Analysis, Public Speaking, Microsoft Office, Teaching, Microsoft Word, Event Planning, Customer Service, Time Management, Training, Spanish, Analysis, Business Analysis, Critical Thinking, Nonprofits, Statistics, Fundraising, ArcGIS, Project Management
Education
Colorado State University
MSBA-CIS, Computer and Information Systems Security/Information Assurance
Colorado State University 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
Colorado State University 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Jamie Tranfalia's Brown Brothers Harriman Experience 1999 - 2003
Job Senior Vice President at Citizens Bank
Industry Banking
Experience
RBS Citizens September 2012 - Present
Wells Fargo Bank April 2008 - September 2012
Commerce Bank (now TD Bank) 2004 - 2008
Brown Brothers Harriman 1999 - 2003
U.S. Air Force 1994 - 1999
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Asset Based Lending, Loans, Banking, Credit, Underwriting, Portfolio Management
Education
U.S. Air Force Academy 1990 — 1994
Bachelor of Science (B.S.), Biology, General
Colorado State University 1997 — 1999
Master of Business Administration (MBA), Finance, General
RBS Citizens September 2012 - Present
Wells Fargo Bank April 2008 - September 2012
Commerce Bank (now TD Bank) 2004 - 2008
Brown Brothers Harriman 1999 - 2003
U.S. Air Force 1994 - 1999
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Asset Based Lending, Loans, Banking, Credit, Underwriting, Portfolio Management
Education
U.S. Air Force Academy 1990 — 1994
Bachelor of Science (B.S.), Biology, General
Colorado State University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Dawn Sayers's Brown Brothers Harriman Experience November 1999 - October 2000
Job Sr. Project Manager at PATH
Industry Information Technology and Services
Experience
PATH October 2014 - Present
Strong-Bridge Consulting November 2013 - October 2014
Arryve June 2011 - September 2013
BearingPoint October 2000 - May 2008
Brown Brothers Harriman November 1999 - October 2000
Skills
Management Consulting, Business Process..., Strategy, Program Management, Organizational Design, Business Strategy, Project Management, Analytics, Business Process, Business Intelligence, Business Analysis, Consulting, Vendor Management, Business Transformation
Education
University of Washington School of Law 2008 — 2011
J.D.
Cornell University 1995 — 1999
B.A., government
PATH October 2014 - Present
Strong-Bridge Consulting November 2013 - October 2014
Arryve June 2011 - September 2013
BearingPoint October 2000 - May 2008
Brown Brothers Harriman November 1999 - October 2000
Skills
Management Consulting, Business Process..., Strategy, Program Management, Organizational Design, Business Strategy, Project Management, Analytics, Business Process, Business Intelligence, Business Analysis, Consulting, Vendor Management, Business Transformation
Education
University of Washington School of Law 2008 — 2011
J.D.
Cornell University 1995 — 1999
B.A., government
Jared Sprole's Brown Brothers Harriman Experience 1995 - 1999
Job Managing Partner at Arcady Capital Company
Industry Venture Capital & Private Equity
Experience
Arcady Capital Company, LLC November 2010 - Present
Mountain Molding LLC December 2012 - May 2015
Equity Bank, N.A. August 2009 - October 2010
West Consulting Group, Inc. March 2008 - August 2009
INVISTA 2006 - 2008
Saugatuck Associates, Inc. January 2005 - October 2006
Premio Foods, Inc. January 2003 - January 2005
JPMorgan 2000 - 2002
Brown Brothers Harriman 1995 - 1999
AmeriCares 1992 - 1993
Skills
Private Equity, Mergers, Valuation, Due Diligence, Corporate Finance, Investments, Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Strategy, Venture Capital, Restructuring, Capital Markets, Risk Management, Portfolio Management, Alternative Investments, Leadership, M&A experience, Corporate Development, Capital
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1993 — 1995
A.B., History
The Hotchkiss School 1985 — 1989
HS Diploma, Cum Laude
Arcady Capital Company, LLC November 2010 - Present
Mountain Molding LLC December 2012 - May 2015
Equity Bank, N.A. August 2009 - October 2010
West Consulting Group, Inc. March 2008 - August 2009
INVISTA 2006 - 2008
Saugatuck Associates, Inc. January 2005 - October 2006
Premio Foods, Inc. January 2003 - January 2005
JPMorgan 2000 - 2002
Brown Brothers Harriman 1995 - 1999
AmeriCares 1992 - 1993
Skills
Private Equity, Mergers, Valuation, Due Diligence, Corporate Finance, Investments, Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Strategy, Venture Capital, Restructuring, Capital Markets, Risk Management, Portfolio Management, Alternative Investments, Leadership, M&A experience, Corporate Development, Capital
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1993 — 1995
A.B., History
The Hotchkiss School 1985 — 1989
HS Diploma, Cum Laude
Eli Flouton's Brown Brothers Harriman Experience May 2011 - July 2012
Job Assistant Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
Sagence July 2012 - September 2015
Brown Brothers Harriman May 2011 - July 2012
Brown Brothers Harriman August 2010 - May 2011
Nimblefish Technologies October 2008 - February 2009
Brown Brothers Harriman November 2006 - August 2008
Skills
Operations, Client Service, Corporate Actions, Financial Services, Analytics, Data Analysis, Microsoft Excel, Mergers & Acquisitions, Business Analysis, Bloomberg, Finance, Management Consulting, Equities, Management, Marketing, Financial Analysis, Valuation, Financial Modeling, Fixed Income, Securities
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
PHILLIPS ACADEMY ANDOVER 1998 — 2002
Credit Suisse September 2015 - Present
Sagence July 2012 - September 2015
Brown Brothers Harriman May 2011 - July 2012
Brown Brothers Harriman August 2010 - May 2011
Nimblefish Technologies October 2008 - February 2009
Brown Brothers Harriman November 2006 - August 2008
Skills
Operations, Client Service, Corporate Actions, Financial Services, Analytics, Data Analysis, Microsoft Excel, Mergers & Acquisitions, Business Analysis, Bloomberg, Finance, Management Consulting, Equities, Management, Marketing, Financial Analysis, Valuation, Financial Modeling, Fixed Income, Securities
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
PHILLIPS ACADEMY ANDOVER 1998 — 2002
Phillip Druce's Brown Brothers Harriman Experience 2005 - 2008
Job Vice President at Atlantic Street Capital
Industry Venture Capital & Private Equity
Experience
Atlantic Street Capital April 2014 - Present
Gallatin Equity Partners March 2013 - April 2014
North Cove Partners June 2011 - December 2013
BAML Capital Partners September 2010 - May 2011
Guardian Capital Partners June 2009 - August 2009
Brown Brothers Harriman 2005 - 2008
Banc of America Securities 2001 - 2005
Skills
Private Equity, Investments, Valuation, Strategy, Financial Modeling, Due Diligence, Debt & Equity Financing, Leveraged Buyouts, 13-Week Cash Flow..., Financial Structuring, Structuring Transactions, Letter of Intent (LOI), Legal Document..., Term Sheets, Indication of Interest..., Investment Strategies, Operational Due..., Growth Equity..., Growth Capital, Investment Banking, Discounted Cash Flow..., Comparable Company..., Restructuring, Debt Restructuring, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Economics
Horace Mann High School 1991 — 1997
Atlantic Street Capital April 2014 - Present
Gallatin Equity Partners March 2013 - April 2014
North Cove Partners June 2011 - December 2013
BAML Capital Partners September 2010 - May 2011
Guardian Capital Partners June 2009 - August 2009
Brown Brothers Harriman 2005 - 2008
Banc of America Securities 2001 - 2005
Skills
Private Equity, Investments, Valuation, Strategy, Financial Modeling, Due Diligence, Debt & Equity Financing, Leveraged Buyouts, 13-Week Cash Flow..., Financial Structuring, Structuring Transactions, Letter of Intent (LOI), Legal Document..., Term Sheets, Indication of Interest..., Investment Strategies, Operational Due..., Growth Equity..., Growth Capital, Investment Banking, Discounted Cash Flow..., Comparable Company..., Restructuring, Debt Restructuring, Corporate Development
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, Economics
Horace Mann High School 1991 — 1997
Caroline Batzdorf's Brown Brothers Harriman Experience 1995 - 1999
Job Director of Development, LIS CrossNational Data Center and LIS Center at the CUNY Graduate Center
Industry Nonprofit Organization Management
Experience
LIS Cross-National Data Center, LIS Center at the CUNY Graduate Center September 2007 - Present
Brown Brothers Harriman 1995 - 1999
Skills
Grant Writing, Non-profits, Grants, Fundraising, Volunteer Management
Education
UC San Diego
Bachelor of Arts (B.A.), English and American Literature
Columbia University in the City of New York
Master of Arts (M.A.), French Literature
LIS Cross-National Data Center, LIS Center at the CUNY Graduate Center September 2007 - Present
Brown Brothers Harriman 1995 - 1999
Skills
Grant Writing, Non-profits, Grants, Fundraising, Volunteer Management
Education
UC San Diego
Bachelor of Arts (B.A.), English and American Literature
Columbia University in the City of New York
Master of Arts (M.A.), French Literature
Coley Cassidy, CFA's Brown Brothers Harriman Experience April 1995 - May 2000
Job Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
Deutsche Bank 2003 - 2008
Credit Suisse May 2000 - May 2003
Brown Brothers Harriman April 1995 - May 2000
Skills
Fixed Income, Investments, Equities, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds
Education
Connecticut College 1988 — 1992
BA, Government, Japanese Language
Wells Fargo June 2008 - Present
Deutsche Bank 2003 - 2008
Credit Suisse May 2000 - May 2003
Brown Brothers Harriman April 1995 - May 2000
Skills
Fixed Income, Investments, Equities, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds
Education
Connecticut College 1988 — 1992
BA, Government, Japanese Language
Louis Cherrone's Brown Brothers Harriman Experience May 2010 - June 2013
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Bowery Investment Management, LLC April 2014 - Present
Brown Brothers Harriman May 2010 - June 2013
Loughlin Meghji + Company July 2008 - May 2010
Scotia Capital July 2007 - December 2007
Morgan Stanley June 2006 - December 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BSBA, Finance
Bowery Investment Management, LLC April 2014 - Present
Brown Brothers Harriman May 2010 - June 2013
Loughlin Meghji + Company July 2008 - May 2010
Scotia Capital July 2007 - December 2007
Morgan Stanley June 2006 - December 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BSBA, Finance
Harry Mallory's Brown Brothers Harriman Experience July 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Moelis & Company June 2014 - August 2014
Gerson Lehrman Group October 2011 - May 2013
Office of U.S. Senator Kay Bailey Hutchison October 2009 - October 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Bridge Program
University of Vermont 2005 — 2009
Bachelor of Arts, Political Science, History
Brunswick School 1991 — 2005
Brown Brothers Harriman July 2015 - Present
Moelis & Company June 2014 - August 2014
Gerson Lehrman Group October 2011 - May 2013
Office of U.S. Senator Kay Bailey Hutchison October 2009 - October 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Bridge Program
University of Vermont 2005 — 2009
Bachelor of Arts, Political Science, History
Brunswick School 1991 — 2005
Gerald Levitz's Brown Brothers Harriman Experience May 1970 - December 1983
Job President and Owner of TBP Advisors, Ltd
Industry Investment Management
Experience
TBP Advisors, Ltd January 1984 - Present
TBP Advisors, Ltd. January 1984 - November 2011
Brown Brothers Harriman May 1970 - December 1983
Skills
Investments, Wealth Management, Asset Managment
Education
MBA Wharton School, U of Penn 1968 — 1970
Master of Business Administration (MBA), Finance
Cornell University 1964 — 1968
BS, Economics
TBP Advisors, Ltd January 1984 - Present
TBP Advisors, Ltd. January 1984 - November 2011
Brown Brothers Harriman May 1970 - December 1983
Skills
Investments, Wealth Management, Asset Managment
Education
MBA Wharton School, U of Penn 1968 — 1970
Master of Business Administration (MBA), Finance
Cornell University 1964 — 1968
BS, Economics
William P. Enright, CFA's Brown Brothers Harriman Experience May 2005 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman May 2005 - Present
Lazard Asset Management October 2002 - May 2005
Towers Perrin July 1990 - October 2002
Skills
Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Endowments, Institutional Investors, Fixed Income, Asset Managment, Equities, Series 7, Investment Advisory, Mutual Funds, Series 63, Capital Markets, Investments
Education
Columbia University - Columbia Business School
MBA, finance
Iona College
Bachelor of Business Administration (BBA), Accounting and Finance
Brown Brothers Harriman May 2005 - Present
Lazard Asset Management October 2002 - May 2005
Towers Perrin July 1990 - October 2002
Skills
Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Endowments, Institutional Investors, Fixed Income, Asset Managment, Equities, Series 7, Investment Advisory, Mutual Funds, Series 63, Capital Markets, Investments
Education
Columbia University - Columbia Business School
MBA, finance
Iona College
Bachelor of Business Administration (BBA), Accounting and Finance
Adam Krasner's Brown Brothers Harriman Experience October 2013 - October 2014
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Brown Brothers Harriman October 2013 - October 2014
Brown Brothers Harriman June 2012 - October 2013
Cornell University January 2012 - May 2012
Brown Brothers Harriman June 2011 - August 2011
Cornell University September 2010 - December 2010
Medical Action Industries June 2010 - August 2010
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management, Cum Laude
University College London, U. of London 2011 — 2011
Management Science & Innovation
Commack High Scbool
Credit Suisse October 2014 - Present
Brown Brothers Harriman October 2013 - October 2014
Brown Brothers Harriman June 2012 - October 2013
Cornell University January 2012 - May 2012
Brown Brothers Harriman June 2011 - August 2011
Cornell University September 2010 - December 2010
Medical Action Industries June 2010 - August 2010
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management, Cum Laude
University College London, U. of London 2011 — 2011
Management Science & Innovation
Commack High Scbool
Jamie Goldfarb, CFA's Brown Brothers Harriman Experience June 2010 - August 2010
Job Associate, Portfolio Management at Arrowstreet Capital
Industry Investment Management
Experience
Arrowstreet Capital January 2013 - Present
Arrowstreet Capital June 2011 - December 2012
Brown Brothers Harriman June 2010 - August 2010
Cushman & Wakefield June 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Risk Management, Business Development, Equities, Investments, Financial Analysis, Hedge Funds, Asset Management
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration: Finance
Copenhagen Business School 2009 — 2009
Arrowstreet Capital January 2013 - Present
Arrowstreet Capital June 2011 - December 2012
Brown Brothers Harriman June 2010 - August 2010
Cushman & Wakefield June 2009 - August 2009
Skills
Portfolio Management, Bloomberg, Risk Management, Business Development, Equities, Investments, Financial Analysis, Hedge Funds, Asset Management
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration: Finance
Copenhagen Business School 2009 — 2009
Kenny Sullivan's Brown Brothers Harriman Experience 1980 - 1985
Job Vice President at ED&F MAN Capital Markets Ltd
Industry Capital Markets
Experience
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
Jane Becker's Brown Brothers Harriman Experience March 2015 - Present
Job Vice President and Counsel at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman March 2015 - Present
The Kraft Group November 1999 - June 2014
BankBoston 1996 - 1999
Shawmut Bank March 1993 - January 1996
Bingham McCutchen LLP 1988 - 1992
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Mergers & Acquisitions, Licensing, Intellectual Property, Employment Law, Legal Advice
Education
Cornell Law School 1985 — 1988
Doctor of Law (J.D.)
Wellesley College 1980 — 1984
Bachelor of Arts (B.A.), English and Political Science
Brown Brothers Harriman March 2015 - Present
The Kraft Group November 1999 - June 2014
BankBoston 1996 - 1999
Shawmut Bank March 1993 - January 1996
Bingham McCutchen LLP 1988 - 1992
Skills
Legal Writing, Legal Research, Corporate Law, Litigation, Mergers & Acquisitions, Licensing, Intellectual Property, Employment Law, Legal Advice
Education
Cornell Law School 1985 — 1988
Doctor of Law (J.D.)
Wellesley College 1980 — 1984
Bachelor of Arts (B.A.), English and Political Science
Sabrina Huffman's Brown Brothers Harriman Experience July 1995 - July 1999
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Citi Private Bank Head of Product and Strategy, CPB North America InvestmentsDirectorCiti2004 - Present
Citibank, N.A. - Citi Private Bank 2004 - Present
Brown Brothers Harriman July 1995 - July 1999
Merrill Lynch July 1991 - June 1993
Skills
Wealth Management, Fixed Income, Equities, Hedge Funds, Investments, Alternative Investments, Capital Markets, Portfolio Management, Derivatives, Strategy, Private Equity, Financial Services, Securities, Structured Products, Series 7
Education
Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Massachusetts Institute of Technology 1987 — 1991
Bachelor of Science (BS), Management Science
Bethpage High School
Jonathan Oestreich's Brown Brothers Harriman Experience October 2005 - Present
Job Senior Vice President, M&A
Industry Financial Services
Experience
Brown Brothers Harriman October 2005 - Present
Ropes & Gray LLP September 2000 - October 2005
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Emerging Markets, Mergers, Corporate Governance
Education
Massachusetts Institute of Technology
BS
University of Michigan Law School
JD
Columbia University in the City of New York
Masters in International Affairs, International Affairs
Goethe Institute - Berlin, Germany
German Studies
Syracuse University - Florence, Italy
Italian Studies
Brown Brothers Harriman October 2005 - Present
Ropes & Gray LLP September 2000 - October 2005
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Emerging Markets, Mergers, Corporate Governance
Education
Massachusetts Institute of Technology
BS
University of Michigan Law School
JD
Columbia University in the City of New York
Masters in International Affairs, International Affairs
Goethe Institute - Berlin, Germany
German Studies
Syracuse University - Florence, Italy
Italian Studies
Alexa Lynch's Brown Brothers Harriman Experience July 2009 - November 2010
Job Equity Sales at Santander
Industry Financial Services
Experience
Banco Santander May 2014 - Present
LarrainVial January 2014 - May 2014
BTG Pactual Chile November 2010 - August 2013
Brown Brothers Harriman July 2009 - November 2010
Brown Brothers Harriman June 2008 - July 2009
Brown Brothers Harriman June 2006 - June 2008
Brown Brothers Harriman October 2004 - June 2006
Skills
Equity Research, Fixed Income, Capital Markets, Equities, Bloomberg, Emerging Markets, Electronic Trading, Investments, Investment Banking, Series 7, Financial Markets, Options, Valuation, Derivatives, Series 63, FINRA, Trading, Banking
Education
NYU Stern School of Business 2010 — 2011
MBA
Connecticut College 2000 — 2004
BA, Hispanic Studies/French
Banco Santander May 2014 - Present
LarrainVial January 2014 - May 2014
BTG Pactual Chile November 2010 - August 2013
Brown Brothers Harriman July 2009 - November 2010
Brown Brothers Harriman June 2008 - July 2009
Brown Brothers Harriman June 2006 - June 2008
Brown Brothers Harriman October 2004 - June 2006
Skills
Equity Research, Fixed Income, Capital Markets, Equities, Bloomberg, Emerging Markets, Electronic Trading, Investments, Investment Banking, Series 7, Financial Markets, Options, Valuation, Derivatives, Series 63, FINRA, Trading, Banking
Education
NYU Stern School of Business 2010 — 2011
MBA
Connecticut College 2000 — 2004
BA, Hispanic Studies/French
Tessa Komine's Brown Brothers Harriman Experience January 2011 - June 2011
Job
Industry Health, Wellness and Fitness
Experience
Good Samaritan Society October 2014 - Present
CSU Department of Food Science & Human Nutrition September 2014 - Present
Bon Me March 2014 - August 2014
Northeastern University January 2014 - April 2014
Bouve College of Health Sciences/Student Services January 2014 - April 2014
Bouve College of Health Sciences/Student Services September 2013 - December 2013
Dedham Health & Athletic Complex January 2013 - June 2013
Franciscan Hospital for Children June 2012 - December 2012
Red Mango, Inc. July 2010 - August 2011
Brown Brothers Harriman January 2011 - June 2011
Skills
Event Planning, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Social Media, Time Management, Public Speaking, Blogging, Facebook, Team Leadership, CPR Certified
Education
Colorado State University 2014 — 2017
Master of Science (M.S.), Food Science and Human Nutrition
Northeastern University 2009 — 2014
Candidate for Bachelor of Science, Health Science, Minor in Business Administration, Magna cum laude
Medfield High School 2007 — 2009
High School Diploma
Laurel Springs School 2002 — 2007
Good Samaritan Society October 2014 - Present
CSU Department of Food Science & Human Nutrition September 2014 - Present
Bon Me March 2014 - August 2014
Northeastern University January 2014 - April 2014
Bouve College of Health Sciences/Student Services January 2014 - April 2014
Bouve College of Health Sciences/Student Services September 2013 - December 2013
Dedham Health & Athletic Complex January 2013 - June 2013
Franciscan Hospital for Children June 2012 - December 2012
Red Mango, Inc. July 2010 - August 2011
Brown Brothers Harriman January 2011 - June 2011
Skills
Event Planning, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Social Media, Time Management, Public Speaking, Blogging, Facebook, Team Leadership, CPR Certified
Education
Colorado State University 2014 — 2017
Master of Science (M.S.), Food Science and Human Nutrition
Northeastern University 2009 — 2014
Candidate for Bachelor of Science, Health Science, Minor in Business Administration, Magna cum laude
Medfield High School 2007 — 2009
High School Diploma
Laurel Springs School 2002 — 2007
Lucy Reedy's Brown Brothers Harriman Experience January 1969 - January 1972
Job Vice President at Rockland County YMCA
Industry Nonprofit Organization Management
Experience
Rockland County YMCA Teaching AssistantRockland Country Day SchoolSeptember 1987 - June 1990
Brown Brothers Harriman January 1969 - January 1972
Education
Concordia University-St. Paul
Educational Leadership and Administration, General
Rockland County YMCA Teaching AssistantRockland Country Day SchoolSeptember 1987 - June 1990
Brown Brothers Harriman January 1969 - January 1972
Education
Concordia University-St. Paul
Educational Leadership and Administration, General
Chad Sawyer's Brown Brothers Harriman Experience July 2015 - Present
Job Relationship Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
Fiona Ong's Brown Brothers Harriman Experience October 2014 - June 2015
Job
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - June 2015
Northeastern University International Scholar and Student Institute August 2013 - October 2014
Kaplan, Inc. (Northeastern University Global Pathways) August 2013 - December 2013
Northeastern University International Student and Scholar Institute September 2011 - July 2013
Northeastern University College of Professional Studies - NU Global January 2013 - June 2013
WorldBoston January 2012 - June 2012
Skills
International Relations, Event Planning, Community Outreach, Policy Analysis, Program Evaluation, Nonprofits, Volunteer Management, Program Development, Market Research, Stata, Econometric Modeling, International..., Microsoft Excel, Sunapsis, MySQL, Access, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Data Entry
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master of International Affairs, International Finance and Economic Policy
Northeastern University 2009 — 2014
Bachelor of Arts (B.A.), Economics, International Affairs, Political Science, Magna Cum Laude
Sabah Tshung Tsin Secondary School 2004 — 2008
Malaysian Certificate of Education, High School/Secondary Diplomas and Certificates
Brown Brothers Harriman October 2014 - June 2015
Northeastern University International Scholar and Student Institute August 2013 - October 2014
Kaplan, Inc. (Northeastern University Global Pathways) August 2013 - December 2013
Northeastern University International Student and Scholar Institute September 2011 - July 2013
Northeastern University College of Professional Studies - NU Global January 2013 - June 2013
WorldBoston January 2012 - June 2012
Skills
International Relations, Event Planning, Community Outreach, Policy Analysis, Program Evaluation, Nonprofits, Volunteer Management, Program Development, Market Research, Stata, Econometric Modeling, International..., Microsoft Excel, Sunapsis, MySQL, Access, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Data Entry
Education
Columbia University - School of International and Public Affairs 2015 — 2017
Master of International Affairs, International Finance and Economic Policy
Northeastern University 2009 — 2014
Bachelor of Arts (B.A.), Economics, International Affairs, Political Science, Magna Cum Laude
Sabah Tshung Tsin Secondary School 2004 — 2008
Malaysian Certificate of Education, High School/Secondary Diplomas and Certificates
Todd J. Carsten's Brown Brothers Harriman Experience January 2015 - Present
Job Fund Operations Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman September 2010 - December 2014
OppenheimerFunds February 2009 - September 2010
OppenheimerFunds February 2007 - January 2009
Clayton Fixed Income Services March 2004 - December 2006
Skills
Operations Management, Fund Accounting, Project Management, Mutual Funds, Data Management, Manage Client..., Security Master, Client Liaison, Business Analysis, Investments, Microsoft Office, Bloomberg, Portfolio Management, Golden Source, Fixed Income, Equities, Enterprise Security..., Credit Analysis, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS)
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman September 2010 - December 2014
OppenheimerFunds February 2009 - September 2010
OppenheimerFunds February 2007 - January 2009
Clayton Fixed Income Services March 2004 - December 2006
Skills
Operations Management, Fund Accounting, Project Management, Mutual Funds, Data Management, Manage Client..., Security Master, Client Liaison, Business Analysis, Investments, Microsoft Office, Bloomberg, Portfolio Management, Golden Source, Fixed Income, Equities, Enterprise Security..., Credit Analysis, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS)
Kelly Wedding's Brown Brothers Harriman Experience October 2008 - February 2013
Job Supervisor, Fund Accounting at ALPS Fund Services
Industry Financial Services
Experience
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation