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,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Evan Porter Evan Porter's Brown Brothers Harriman Experience June 2014 - August 2014
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Denison University August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
U.S. House of Representatives May 2013 - August 2013
Skills
Spanish, Social Media, Qualitative Research, Political Science, Higher Education, Econometrics, Critical Thinking, Community Outreach, Trivia, International Relations, Policy Analysis, Politics, Foxtrot, Public Policy, Microsoft Office
Education
Denison University 2011 — 2015
Bachelor's Degree, Economics
Universitat d'Alacant 2014 — 2014
Spanish and Iberian Studies
Bexley High School 2008 — 2011
Vanguard August 2015 - Present
Denison University August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
U.S. House of Representatives May 2013 - August 2013
Skills
Spanish, Social Media, Qualitative Research, Political Science, Higher Education, Econometrics, Critical Thinking, Community Outreach, Trivia, International Relations, Policy Analysis, Politics, Foxtrot, Public Policy, Microsoft Office
Education
Denison University 2011 — 2015
Bachelor's Degree, Economics
Universitat d'Alacant 2014 — 2014
Spanish and Iberian Studies
Bexley High School 2008 — 2011
Brian LeBlanc's Brown Brothers Harriman Experience January 2010 - February 2013
Job Supervisor, Complex Securities and Reference Data at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management June 2015 - Present
Highmount May 2014 - Present
Advent Software April 2013 - May 2014
Brown Brothers Harriman January 2010 - February 2013
Brown Brothers Harriman March 2007 - December 2009
Brown Brothers Harriman June 2005 - February 2007
Coldwell Banker June 2004 - May 2005
Skills
Corporate Actions, Leadership, Risk Management, Client/server, Bloomberg Terminal, Management, Processing, Escalation Resolution, Golf, Superior Client Service, Market Data, Technical Support, Securities, Global Custody, Portfolio Management, Equities, Client Services, Finance
Education
Curry College 2000 — 2004
Bachelor of Arts (BA), Business/Commerce, General; Computer Science, GPA 3.4
PanAgora Asset Management June 2015 - Present
Highmount May 2014 - Present
Advent Software April 2013 - May 2014
Brown Brothers Harriman January 2010 - February 2013
Brown Brothers Harriman March 2007 - December 2009
Brown Brothers Harriman June 2005 - February 2007
Coldwell Banker June 2004 - May 2005
Skills
Corporate Actions, Leadership, Risk Management, Client/server, Bloomberg Terminal, Management, Processing, Escalation Resolution, Golf, Superior Client Service, Market Data, Technical Support, Securities, Global Custody, Portfolio Management, Equities, Client Services, Finance
Education
Curry College 2000 — 2004
Bachelor of Arts (BA), Business/Commerce, General; Computer Science, GPA 3.4
Wendy (Wendy Roberts) Englebardt Wendy (Wendy Roberts) Englebardt's Brown Brothers Harriman Experience September 2015 - Present
Job Senior Communications Associate at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman September 2015 - Present
Havas Media August 2011 - September 2015
One to One July 2010 - March 2011
Eze Castle Integration - Hedge Fund IT Services January 2008 - July 2010
ERM November 2005 - January 2008
ERM August 2005 - November 2005
ERM August 2004 - August 2005
Skills
Content Creation, RFP, Social Media, Event Planning, Content Strategy, Lead Generation, Copywriting, Social Media Marketing, Brand Development, Press Releases, Facebook
Education
Denison University 1998 — 2002
Bachelor of Arts, English Literature
Scuola Lorenzo de Medici 2001 — 2001
Italian language, literature, culture, art history
Brown Brothers Harriman September 2015 - Present
Havas Media August 2011 - September 2015
One to One July 2010 - March 2011
Eze Castle Integration - Hedge Fund IT Services January 2008 - July 2010
ERM November 2005 - January 2008
ERM August 2005 - November 2005
ERM August 2004 - August 2005
Skills
Content Creation, RFP, Social Media, Event Planning, Content Strategy, Lead Generation, Copywriting, Social Media Marketing, Brand Development, Press Releases, Facebook
Education
Denison University 1998 — 2002
Bachelor of Arts, English Literature
Scuola Lorenzo de Medici 2001 — 2001
Italian language, literature, culture, art history
James Pleat's Brown Brothers Harriman Experience January 2014 - Present
Job Client Account ManagerFund Accounting at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Tuck School of Business at Dartmouth College June 2013 - July 2013
Dartmouth College Golf Team September 2009 - April 2013
Merrill Lynch August 2012 - September 2012
Manchester Country Club June 2010 - September 2011
Skills
Golf, Macroeconomics, Econometrics, Social Media, PowerPoint, Analytical Skills, Teamwork, Leadership, High Organizational..., Environmental Science, Corporate Finance, Calculus, Problem Solving, Stata, Microsoft Excel, Facebook, Sports, Data Analysis, Research, Marketing, Statistics, Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Sydney
Brown Brothers Harriman January 2014 - Present
Tuck School of Business at Dartmouth College June 2013 - July 2013
Dartmouth College Golf Team September 2009 - April 2013
Merrill Lynch August 2012 - September 2012
Manchester Country Club June 2010 - September 2011
Skills
Golf, Macroeconomics, Econometrics, Social Media, PowerPoint, Analytical Skills, Teamwork, Leadership, High Organizational..., Environmental Science, Corporate Finance, Calculus, Problem Solving, Stata, Microsoft Excel, Facebook, Sports, Data Analysis, Research, Marketing, Statistics, Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Sydney
Robert Soto Robert Soto's Brown Brothers Harriman Experience July 2015 - Present
Job AML Compliance Specialist at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman July 2015 - Present
Arenson Office Furniture April 2015 - June 2015
Brooklyn Surgery Center July 2013 - September 2014
NYC Private Tutoring December 2012 - July 2013
City University of New York August 2012 - December 2012
City University of New York February 2011 - August 2011
SEMAA Program July 2008 - August 2008
Skills
Teaching, Microsoft Word, Microsoft Excel, PowerPoint, English, Mathematics, Curriculum Development, Teamwork, Tutoring, Time Management, Higher Education, Windows, Translation, Purchasing Negotiation, Healthcare, Data Analysis, Microsoft Office, Customer Service
Education
CUNY York College 2007 — 2012
Bachelor of Science (B.S.), Secondary Math Education
Grover Cleveland High School 2004 — 2008
Diploma with Honors, General Studies
Brown Brothers Harriman July 2015 - Present
Arenson Office Furniture April 2015 - June 2015
Brooklyn Surgery Center July 2013 - September 2014
NYC Private Tutoring December 2012 - July 2013
City University of New York August 2012 - December 2012
City University of New York February 2011 - August 2011
SEMAA Program July 2008 - August 2008
Skills
Teaching, Microsoft Word, Microsoft Excel, PowerPoint, English, Mathematics, Curriculum Development, Teamwork, Tutoring, Time Management, Higher Education, Windows, Translation, Purchasing Negotiation, Healthcare, Data Analysis, Microsoft Office, Customer Service
Education
CUNY York College 2007 — 2012
Bachelor of Science (B.S.), Secondary Math Education
Grover Cleveland High School 2004 — 2008
Diploma with Honors, General Studies
Bobbi Maroney's Brown Brothers Harriman Experience July 2013 - October 2014
Job Business Performance Analyst at Dealertrack Technologies
Industry Financial Services
Experience
Dealertrack Technologies August 2015 - Present
State of Vermont Department of Financial Regulation March 2015 - August 2015
Brown Brothers Harriman July 2013 - October 2014
Brown Brothers Harriman November 2010 - July 2013
Brown Brothers Harriman July 2009 - October 2010
Brown Brothers Harriman July 2007 - June 2009
Skills
Project Management, Management, Microsoft Word, Bloomberg, Mutual Funds, Securities, Financial Services, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, Corporate Actions, Financial Analysis, Hedge Funds, Investments, Analysis, Derivatives, Portfolio Management
Education
Denison University 2003 — 2007
Bachelor of Arts (BA), Psychology
Triton 1997 — 2003
Dealertrack Technologies August 2015 - Present
State of Vermont Department of Financial Regulation March 2015 - August 2015
Brown Brothers Harriman July 2013 - October 2014
Brown Brothers Harriman November 2010 - July 2013
Brown Brothers Harriman July 2009 - October 2010
Brown Brothers Harriman July 2007 - June 2009
Skills
Project Management, Management, Microsoft Word, Bloomberg, Mutual Funds, Securities, Financial Services, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, Corporate Actions, Financial Analysis, Hedge Funds, Investments, Analysis, Derivatives, Portfolio Management
Education
Denison University 2003 — 2007
Bachelor of Arts (BA), Psychology
Triton 1997 — 2003
Janet del Valle Janet del Valle's Brown Brothers Harriman Experience January 2008 - November 2008
Job Human Resources Manager
Industry Aviation & Aerospace
Experience
Paradigm Precision July 2015 - Present
Family Promise North Shore Boston January 2010 - Present
North Shore Community College October 2011 - July 2015
Brookwood School January 2010 - July 2010
Emerson College May 2009 - November 2009
Brown Brothers Harriman January 2008 - November 2008
Emerson College September 2007 - December 2007
Edgewater Technology March 2007 - June 2007
State Street Corporation May 2006 - January 2007
Eze Castle Integration February 2005 - March 2006
Skills
Recruiting, Non-profits, Nonprofits, Fundraising, Program Development, Program Management, Project Management, Talent Acquisition, Talent Management, Staff Development, Workforce Development, Career Counseling, Leadership, Grant Writing, Strategic Planning, Management, Budgets, Human Resources, Training, Higher Education, Public Speaking, Community Outreach
Education
Dickinson College
BA
Elmira Free Academy
Paradigm Precision July 2015 - Present
Family Promise North Shore Boston January 2010 - Present
North Shore Community College October 2011 - July 2015
Brookwood School January 2010 - July 2010
Emerson College May 2009 - November 2009
Brown Brothers Harriman January 2008 - November 2008
Emerson College September 2007 - December 2007
Edgewater Technology March 2007 - June 2007
State Street Corporation May 2006 - January 2007
Eze Castle Integration February 2005 - March 2006
Skills
Recruiting, Non-profits, Nonprofits, Fundraising, Program Development, Program Management, Project Management, Talent Acquisition, Talent Management, Staff Development, Workforce Development, Career Counseling, Leadership, Grant Writing, Strategic Planning, Management, Budgets, Human Resources, Training, Higher Education, Public Speaking, Community Outreach
Education
Dickinson College
BA
Elmira Free Academy
Chase Curtis's Brown Brothers Harriman Experience June 2012 - August 2012
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2014 - Present
MFS Investment Management November 2013 - April 2014
Annisquam Yacht Club June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Windridge Tennis & Sports Camps June 2010 - August 2011
Skills
Financial Modeling, Morningstar, Microsoft Word, Microsoft Excel, Series 63, Investments, Series 6, Market Research, Economics
Education
Denison University 2009 — 2013
BA, Major: Economics
Danish Institute of Study Abroad 2011 — 2011
Global Economics, 1st Semester Junior Year
MFS Investment Management April 2014 - Present
MFS Investment Management November 2013 - April 2014
Annisquam Yacht Club June 2013 - August 2013
Brown Brothers Harriman June 2012 - August 2012
Windridge Tennis & Sports Camps June 2010 - August 2011
Skills
Financial Modeling, Morningstar, Microsoft Word, Microsoft Excel, Series 63, Investments, Series 6, Market Research, Economics
Education
Denison University 2009 — 2013
BA, Major: Economics
Danish Institute of Study Abroad 2011 — 2011
Global Economics, 1st Semester Junior Year
Jenna Boyle Jenna Boyle's Brown Brothers Harriman Experience June 2011 - August 2011
Job Sales and Marketing Operations Manager at DesignPoint Solutions
Industry Computer Software
Experience
DesignPoint Solutions November 2012 - Present
AllianceBernstein June 2012 - October 2012
Brown Brothers Harriman June 2011 - August 2011
Bausch and Lomb May 2010 - August 2010
Skills
Product Marketing, Product Management, Solution Selling, Direct Sales, Account Management, Business Development, Product Development, Analysis, New Business Development, Sales Management, Leadership, Product Launch, Market Analysis, Strategic Planning
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Dyson School of Applied Economics and Management: Finance and Marketing
DesignPoint Solutions November 2012 - Present
AllianceBernstein June 2012 - October 2012
Brown Brothers Harriman June 2011 - August 2011
Bausch and Lomb May 2010 - August 2010
Skills
Product Marketing, Product Management, Solution Selling, Direct Sales, Account Management, Business Development, Product Development, Analysis, New Business Development, Sales Management, Leadership, Product Launch, Market Analysis, Strategic Planning
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Dyson School of Applied Economics and Management: Finance and Marketing
Derek Webb Derek Webb's Brown Brothers Harriman Experience 1983 - 1986
Job CEO at Webb Asset Management
Industry Investment Management
Experience
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
Kelechi Aharanwa Kelechi Aharanwa's Brown Brothers Harriman Experience August 2013 - December 2013
Job Publicity Coordinator at Shore Fire Media
Industry Human Resources
Experience
Starboyant Media - OnlyHipHop.com May 2014 - Present
NuBlack Music Group November 2011 - Present
Starboyant Media - OnlyHipHop.com February 2013 - June 2015
Shore Fire Media February 2014 - March 2015
Indaba Music January 2014 - February 2014
Brown Brothers Harriman August 2013 - December 2013
BNP Paribas June 2012 - July 2013
Cornell University Multicultural Center December 2011 - May 2012
Cornell University Office of Academic Diversity Initiatives June 2011 - August 2011
Cornell University Office of Academic Diversity Initiatives June 2010 - August 2010
Skills
MS Office Suite, Video Editing, Sound Production, Community Organizing, Organization &..., Brand Management, Marketing Strategy, Social Media Marketing, Social Networking, Social Skills, Intercultural..., Customer Service, Direct Sales, Event Planning, Event Producing, Event Management, Team Leadership, Cross Functional Team..., Management, Youth Mentoring, Strategic Negotiations, Organizational..., Organizational Design, Organizational Structure, Photography, Public Relations, Problem Solving, Sound Editing, Website Building, Data Entry, Microsoft Office, Human Resources, Public Speaking, Talent Management, Interviews, Talent Acquisition, Recruiting, Research, Blogging, Editing, Program Management, PowerPoint
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Labor and Industrial Relations, 3.0
Starboyant Media - OnlyHipHop.com May 2014 - Present
NuBlack Music Group November 2011 - Present
Starboyant Media - OnlyHipHop.com February 2013 - June 2015
Shore Fire Media February 2014 - March 2015
Indaba Music January 2014 - February 2014
Brown Brothers Harriman August 2013 - December 2013
BNP Paribas June 2012 - July 2013
Cornell University Multicultural Center December 2011 - May 2012
Cornell University Office of Academic Diversity Initiatives June 2011 - August 2011
Cornell University Office of Academic Diversity Initiatives June 2010 - August 2010
Skills
MS Office Suite, Video Editing, Sound Production, Community Organizing, Organization &..., Brand Management, Marketing Strategy, Social Media Marketing, Social Networking, Social Skills, Intercultural..., Customer Service, Direct Sales, Event Planning, Event Producing, Event Management, Team Leadership, Cross Functional Team..., Management, Youth Mentoring, Strategic Negotiations, Organizational..., Organizational Design, Organizational Structure, Photography, Public Relations, Problem Solving, Sound Editing, Website Building, Data Entry, Microsoft Office, Human Resources, Public Speaking, Talent Management, Interviews, Talent Acquisition, Recruiting, Research, Blogging, Editing, Program Management, PowerPoint
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Labor and Industrial Relations, 3.0
Sarah Coates Sarah Coates's Brown Brothers Harriman Experience March 2014 - August 2014
Job Client Service at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Brown Brothers Harriman March 2014 - August 2014
Brown Brothers Harriman January 2011 - March 2014
Brown Brothers Harriman March 2007 - January 2011
State Street July 2006 - March 2007
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Fund Accounting, Hedge Funds, Bloomberg Terminal, Financial Services, Alternative Investments, Derivatives
Education
Northeastern University 2010 — 2013
MBA, International Business, Beta Gamma Sigma
Dickinson College 2002 — 2006
Bachelor of Arts, International Business & Management
J.P. Morgan September 2014 - Present
Brown Brothers Harriman March 2014 - August 2014
Brown Brothers Harriman January 2011 - March 2014
Brown Brothers Harriman March 2007 - January 2011
State Street July 2006 - March 2007
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Fund Accounting, Hedge Funds, Bloomberg Terminal, Financial Services, Alternative Investments, Derivatives
Education
Northeastern University 2010 — 2013
MBA, International Business, Beta Gamma Sigma
Dickinson College 2002 — 2006
Bachelor of Arts, International Business & Management
Amanda Duong's Brown Brothers Harriman Experience January 2015 - June 2015
Job Student at Northeastern University
Industry
Experience
Brown Brothers Harriman January 2015 - June 2015
Buckhead Life Restaurant Group May 2014 - August 2014
Barnes & Noble May 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Northeastern University 2013 — 2017
Bachelor of Science (B.S.), Finance and Economics
Dublin Business School 2013 — 2013
Walton High School
Brown Brothers Harriman January 2015 - June 2015
Buckhead Life Restaurant Group May 2014 - August 2014
Barnes & Noble May 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Northeastern University 2013 — 2017
Bachelor of Science (B.S.), Finance and Economics
Dublin Business School 2013 — 2013
Walton High School
Tim Dolan Tim Dolan's Brown Brothers Harriman Experience January 2014 - Present
Job Private Equity Associate Operational Resources Group at Brown Brothers Harriman
Industry Management Consulting
Experience
Brown Brothers Harriman January 2014 - Present
The Parthenon Group June 2013 - December 2013
The Parthenon Group September 2011 - May 2013
The Parthenon Group June 2010 - August 2010
Unilever January 2010 - March 2010
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Dartmouth College 2007 — 2011
Mamaroneck High School 2003 — 2007
Brown Brothers Harriman January 2014 - Present
The Parthenon Group June 2013 - December 2013
The Parthenon Group September 2011 - May 2013
The Parthenon Group June 2010 - August 2010
Unilever January 2010 - March 2010
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Dartmouth College 2007 — 2011
Mamaroneck High School 2003 — 2007
Matthew Kurtas's Brown Brothers Harriman Experience June 2013 - August 2013
Job Clubhouse Manager at Boothbay Harbor Yacht Club
Industry Hospitality
Experience
Boothbay Harbor Yacht Club April 2014 - Present
Cornell University June 2012 - February 2014
Brown Brothers Harriman June 2013 - August 2013
The Union League of Philadelphia June 2012 - August 2012
Statler Hotel October 2011 - April 2012
Broadway Cares/Equity Fights AIDS 2009 - 2011
Navesink Country Club January 2010 - June 2010
Skills
Food & Beverage, Leadership, Time Management, Customer Service, Budgets, Restaurants, Management, Hotels, Microsoft Office, Diversity Training, Event Planning, Food, Research, Financial Modeling, Wine, Sales, Negotiation, Event Management, Real Estate, Marketing Strategy, Data Analysis, Wine & Spirits Industry, Hospitality
Education
Cornell University 2011 — 2014
Bachelor of Science (B.S.), Hotel Administration Minor: Real Estate
Rumson-Fair Haven Regional High School 2009 — 2011
Valedictorian
Manheim Township High School 2007 — 2009
Georgia State University
Certificate
Michigan State University
Certificate
Boothbay Harbor Yacht Club April 2014 - Present
Cornell University June 2012 - February 2014
Brown Brothers Harriman June 2013 - August 2013
The Union League of Philadelphia June 2012 - August 2012
Statler Hotel October 2011 - April 2012
Broadway Cares/Equity Fights AIDS 2009 - 2011
Navesink Country Club January 2010 - June 2010
Skills
Food & Beverage, Leadership, Time Management, Customer Service, Budgets, Restaurants, Management, Hotels, Microsoft Office, Diversity Training, Event Planning, Food, Research, Financial Modeling, Wine, Sales, Negotiation, Event Management, Real Estate, Marketing Strategy, Data Analysis, Wine & Spirits Industry, Hospitality
Education
Cornell University 2011 — 2014
Bachelor of Science (B.S.), Hotel Administration Minor: Real Estate
Rumson-Fair Haven Regional High School 2009 — 2011
Valedictorian
Manheim Township High School 2007 — 2009
Georgia State University
Certificate
Michigan State University
Certificate
Dana Clark Dana Clark's Brown Brothers Harriman Experience 2003 - 2009
Job Managing Director at Boston Financial Management
Industry Investment Management
Experience
Boston Financial Management, Inc. 2009 - Present
Brown Brothers Harriman 2003 - 2009
PUTNAM INVESTMENTS, Boston, MA 1987 - 2003
Skills
Private Equity, Financial Analysis, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1995
University of Maine
Boston Financial Management, Inc. 2009 - Present
Brown Brothers Harriman 2003 - 2009
PUTNAM INVESTMENTS, Boston, MA 1987 - 2003
Skills
Private Equity, Financial Analysis, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1995
University of Maine
Keith Larson Keith Larson's Brown Brothers Harriman Experience May 2010 - Present
Job Vice President Alternative Investments at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman May 2010 - Present
Ernst & Young February 2009 - July 2010
HarbourVest Partners January 2006 - February 2009
Investors Bank & Trust March 2004 - December 2006
KPMG 1999 - 2004
McGladrey 1997 - 1999
Skills
Alternative Investments, Financial Services, Tax, Accounting, Hedge Funds, Financial Statements, Financial Reporting, International Tax
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MST, Taxation
Worcester State University 1993 — 1997
Brown Brothers Harriman May 2010 - Present
Ernst & Young February 2009 - July 2010
HarbourVest Partners January 2006 - February 2009
Investors Bank & Trust March 2004 - December 2006
KPMG 1999 - 2004
McGladrey 1997 - 1999
Skills
Alternative Investments, Financial Services, Tax, Accounting, Hedge Funds, Financial Statements, Financial Reporting, International Tax
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MST, Taxation
Worcester State University 1993 — 1997
Sam Reinhart Sam Reinhart's Brown Brothers Harriman Experience October 2014 - January 2015
Job Mutual Fund Service Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2015 - Present
Brown Brothers Harriman October 2014 - January 2015
The Cape Cod Five Cents Savings Bank 2014 - 2014
Gentle Giant Moving Co. May 2011 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Facebook, Event Planning, Social Media, PowerPoint, Outlook, Fundraising, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Public Speaking, Customer Service, Nonprofits, Teamwork, Advertising
Education
Dickinson College 2010 — 2014
Bachelor of Arts, Sociology with a focus in Sociological Economics
Duxbury High School 2006 — 2010
Eaton Vance January 2015 - Present
Brown Brothers Harriman October 2014 - January 2015
The Cape Cod Five Cents Savings Bank 2014 - 2014
Gentle Giant Moving Co. May 2011 - August 2013
Cape Cod Sea Camps June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, Facebook, Event Planning, Social Media, PowerPoint, Outlook, Fundraising, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Public Speaking, Customer Service, Nonprofits, Teamwork, Advertising
Education
Dickinson College 2010 — 2014
Bachelor of Arts, Sociology with a focus in Sociological Economics
Duxbury High School 2006 — 2010
Ibn Howard Ibn Howard's Brown Brothers Harriman Experience November 2009 - January 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi October 2010 - Present
Jefferson Wells February 2010 - October 2010
Brown Brothers Harriman November 2009 - January 2010
Citi July 2005 - November 2009
KPMG Audit June 1998 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Auditing, Financial Accounting, External Audit, US GAAP
Education
Kean University 1997 — 2000
B.S., Accounting
Drexel University 1995 — 1996
Business
Union Catholic 1992 — 1995
Diploma, College Prep
Citi October 2010 - Present
Jefferson Wells February 2010 - October 2010
Brown Brothers Harriman November 2009 - January 2010
Citi July 2005 - November 2009
KPMG Audit June 1998 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Auditing, Financial Accounting, External Audit, US GAAP
Education
Kean University 1997 — 2000
B.S., Accounting
Drexel University 1995 — 1996
Business
Union Catholic 1992 — 1995
Diploma, College Prep
Erin McAleese Erin McAleese's Brown Brothers Harriman Experience August 2006 - March 2008
Job Manager, Paid Search at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US May 2015 - Present
DigitasLBi_US November 2013 - May 2015
iProspect April 2012 - November 2013
Wicker Park Bucktown Insider’s Guide November 2011 - April 2012
Loring, Wolcott, and Coolidge March 2008 - October 2010
Brown Brothers Harriman August 2006 - March 2008
State Street Corporation July 2003 - April 2006
Skills
Mutual Funds, Financial Services, Online Marketing, SEM, Client Services, Investments, Relationship Management, Financial Analysis, Finance, Analysis, Analytics, Google Analytics
Education
DePaul University 2011 — 2013
MA, New Media Studies
Saint Anselm College 1999 — 2003
BA, Business
DigitasLBi_US May 2015 - Present
DigitasLBi_US November 2013 - May 2015
iProspect April 2012 - November 2013
Wicker Park Bucktown Insider’s Guide November 2011 - April 2012
Loring, Wolcott, and Coolidge March 2008 - October 2010
Brown Brothers Harriman August 2006 - March 2008
State Street Corporation July 2003 - April 2006
Skills
Mutual Funds, Financial Services, Online Marketing, SEM, Client Services, Investments, Relationship Management, Financial Analysis, Finance, Analysis, Analytics, Google Analytics
Education
DePaul University 2011 — 2013
MA, New Media Studies
Saint Anselm College 1999 — 2003
BA, Business
John Walsh, CFA John Walsh, CFA's Brown Brothers Harriman Experience June 2007 - Present
Job Managing Director at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2007 - Present
Brown Brothers Harriman 2001 - 2007
Brown Brothers Harriman December 1991 - June 2001
Bank of New England November 1990 - December 1991
Bain & Company July 1990 - September 1990
Bank of New England June 1987 - July 1990
Skills
Investments, Finance, Private Equity, Banking, Corporate Finance, Wealth Management, Financial Services, Loans, CRM, Management, Project Finance, Small Business, Commercial Lending, Employee Benefits, Mezzanine, Asset Management, Alternative Investments, Hedge Funds, Equities, Mutual Funds
Education
Dartmouth College 1983 — 1987
B.A., Economics and Mathematics
Brown Brothers Harriman June 2007 - Present
Brown Brothers Harriman 2001 - 2007
Brown Brothers Harriman December 1991 - June 2001
Bank of New England November 1990 - December 1991
Bain & Company July 1990 - September 1990
Bank of New England June 1987 - July 1990
Skills
Investments, Finance, Private Equity, Banking, Corporate Finance, Wealth Management, Financial Services, Loans, CRM, Management, Project Finance, Small Business, Commercial Lending, Employee Benefits, Mezzanine, Asset Management, Alternative Investments, Hedge Funds, Equities, Mutual Funds
Education
Dartmouth College 1983 — 1987
B.A., Economics and Mathematics
Alyssa Boscarino's Brown Brothers Harriman Experience February 2013 - Present
Job Senior/Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2013 - Present
Atlas Events, Inc. September 2012 - November 2012
Hytex Decorative Textiles January 2012 - May 2012
Carrabba's Italian Grill May 2011 - August 2011
Carrabba's Italian Grill May 2010 - August 2010
Camp Chase May 2009 - August 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Public Relations, Social Media, Social Networking
Education
Curry College 2008 — 2012
Bachelor's of Arts in, Management; Concentrations in Accounting, Marketing & Euntrapreneurship
Brown Brothers Harriman February 2013 - Present
Atlas Events, Inc. September 2012 - November 2012
Hytex Decorative Textiles January 2012 - May 2012
Carrabba's Italian Grill May 2011 - August 2011
Carrabba's Italian Grill May 2010 - August 2010
Camp Chase May 2009 - August 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Public Relations, Social Media, Social Networking
Education
Curry College 2008 — 2012
Bachelor's of Arts in, Management; Concentrations in Accounting, Marketing & Euntrapreneurship
Samira Young Samira Young's Brown Brothers Harriman Experience August 2005 - June 2007
Job Administrative Assistant
Industry Legal Services
Experience
WESCO Distribution May 2014 - Present
TPK Tax Services January 2014 - April 2014
Smith Mazure, P.C. August 2011 - February 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 2007 - July 2011
Brown Brothers Harriman August 2005 - June 2007
Skills
Litigation Support, Westlaw, Legal Research, Legal Writing, Wordperfect, Legal Assistance, Outlook, Document Review, Administrative..., Courts, Corporate Law, Legal Documents, Microsoft Excel, Trials, Invoicing, Administrative...
Education
CUNY Hostos Community College 2011 — 2013
Criminal Justice/Police Science
WESCO Distribution May 2014 - Present
TPK Tax Services January 2014 - April 2014
Smith Mazure, P.C. August 2011 - February 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 2007 - July 2011
Brown Brothers Harriman August 2005 - June 2007
Skills
Litigation Support, Westlaw, Legal Research, Legal Writing, Wordperfect, Legal Assistance, Outlook, Document Review, Administrative..., Courts, Corporate Law, Legal Documents, Microsoft Excel, Trials, Invoicing, Administrative...
Education
CUNY Hostos Community College 2011 — 2013
Criminal Justice/Police Science
Simone Parris's Brown Brothers Harriman Experience February 2013 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2013 - Present
Paragon Strategies Political Consulting January 2013 - May 2013
Roma Nova Creative November 2012 - May 2013
Emanuel A. Pleitez for Mayor of Los Angeles 2013 November 2012 - December 2012
Emanuel A. Pleitez for Mayor of Los Angeles 2013 September 2012 - December 2012
Emanuel A. Pleitez for Mayor of Los Angeles 2013 July 2012 - September 2012
Community Center Programs July 2010 - May 2012
The University of Texas at San Antonio African American Literature and Culture Institute June 2011 - July 2011
Community Center Programs 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Community Outreach, Policy Analysis, Research, Fundraising, Non-profits, Nonprofits, Leadership, Recruiting, Program Management, Politics, Project Planning, Management, Teaching, Data Analysis, Advertising, Budgets, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media
Education
Cornell University 2008 — 2012
BA, English, Africana Studies, Dean's List Spring 2012
Brown Brothers Harriman February 2013 - Present
Paragon Strategies Political Consulting January 2013 - May 2013
Roma Nova Creative November 2012 - May 2013
Emanuel A. Pleitez for Mayor of Los Angeles 2013 November 2012 - December 2012
Emanuel A. Pleitez for Mayor of Los Angeles 2013 September 2012 - December 2012
Emanuel A. Pleitez for Mayor of Los Angeles 2013 July 2012 - September 2012
Community Center Programs July 2010 - May 2012
The University of Texas at San Antonio African American Literature and Culture Institute June 2011 - July 2011
Community Center Programs 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Community Outreach, Policy Analysis, Research, Fundraising, Non-profits, Nonprofits, Leadership, Recruiting, Program Management, Politics, Project Planning, Management, Teaching, Data Analysis, Advertising, Budgets, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media
Education
Cornell University 2008 — 2012
BA, English, Africana Studies, Dean's List Spring 2012
Kelly Stringer Kelly Stringer's Brown Brothers Harriman Experience March 2010 - July 2011
Job Operations Associate, First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2014 - Present
Advent Software June 2012 - February 2014
Advent Software August 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman October 2007 - March 2010
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Office, Bloomberg, Project Management, Portfolio Management, Axys, Management, Process Improvement, Financial Services, Securities, IDC, Project Management..., Back Office, Client Services, Microsoft Office Suite, APX, Advent Custodial Data, SWIFT messages, Analysis, Equities, Fixed Income, ACA
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Economics, Psychology
Northeastern University - Graduate School of Business Administration 2011 — 2011
Graduate Certificate Program of Advanced Study in Management, in progress
First Republic Bank February 2014 - Present
Advent Software June 2012 - February 2014
Advent Software August 2011 - June 2012
Brown Brothers Harriman March 2010 - July 2011
Brown Brothers Harriman October 2007 - March 2010
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Office, Bloomberg, Project Management, Portfolio Management, Axys, Management, Process Improvement, Financial Services, Securities, IDC, Project Management..., Back Office, Client Services, Microsoft Office Suite, APX, Advent Custodial Data, SWIFT messages, Analysis, Equities, Fixed Income, ACA
Education
University of Massachusetts, Amherst 2004 — 2007
BA, Economics, Psychology
Northeastern University - Graduate School of Business Administration 2011 — 2011
Graduate Certificate Program of Advanced Study in Management, in progress
David Starr David Starr's Brown Brothers Harriman Experience 1979 - 1981
Job Alternate Member at Vermont Pension Investment Committee
Industry Financial Services
Experience
Vermont Pension Investment Committee 2014 - Present
Goldman Sachs May 2012 - October 2013
Dwight Asset Management Company November 1989 - May 2012
Chittenden Bank 1984 - 1989
Mercantile National Bank 1982 - 1984
Brown Brothers Harriman 1979 - 1981
Skills
Business Development, Strategic Planning, Credit Analysis, Team Leadership, Fixed Income Portfolio..., Asset Allocation, Private Banking, Presentation Skills, International Economics, Internal & External..., Writing, Investments, Series 7, Series 63, Client Service...
Education
Duke University 1975 — 1979
Bachelor's degree, Economics
Deerfield Academy 1972 — 1975
Vermont Pension Investment Committee 2014 - Present
Goldman Sachs May 2012 - October 2013
Dwight Asset Management Company November 1989 - May 2012
Chittenden Bank 1984 - 1989
Mercantile National Bank 1982 - 1984
Brown Brothers Harriman 1979 - 1981
Skills
Business Development, Strategic Planning, Credit Analysis, Team Leadership, Fixed Income Portfolio..., Asset Allocation, Private Banking, Presentation Skills, International Economics, Internal & External..., Writing, Investments, Series 7, Series 63, Client Service...
Education
Duke University 1975 — 1979
Bachelor's degree, Economics
Deerfield Academy 1972 — 1975
Nicole Best, CPA Nicole Best, CPA's Brown Brothers Harriman Experience 2008 - June 2010
Job SVP, Chief Financial Officer and Chief Administrative Officer at Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc. June 2010 - Present
Brown Brothers Harriman 2008 - June 2010
Heartland Advisors, Inc. 2005 - 2008
Heartland Advisors, Inc. 1998 - 2005
Arthur Andersen 1995 - 1998
Skills
Mutual Funds, Investments, Financial Services, Series 7, Financial Analysis, Asset Management, Equities, FINRA, Strategic Planning, Financial Reporting, Risk Management, Series 24, Project Management, Operations Management, CPA, Accounting, Corporate Governance, Auditing, Compliance, Series 27, Series 65, Series 99, Series 63, Investment Management, Non-profit Leadership
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2002
MBA, Finance
Creighton University 1991 — 1995
BSBA, Accounting & Finance
Heartland Advisors, Inc. June 2010 - Present
Brown Brothers Harriman 2008 - June 2010
Heartland Advisors, Inc. 2005 - 2008
Heartland Advisors, Inc. 1998 - 2005
Arthur Andersen 1995 - 1998
Skills
Mutual Funds, Investments, Financial Services, Series 7, Financial Analysis, Asset Management, Equities, FINRA, Strategic Planning, Financial Reporting, Risk Management, Series 24, Project Management, Operations Management, CPA, Accounting, Corporate Governance, Auditing, Compliance, Series 27, Series 65, Series 99, Series 63, Investment Management, Non-profit Leadership
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2002
MBA, Finance
Creighton University 1991 — 1995
BSBA, Accounting & Finance
Charles Yamsuan Charles Yamsuan's Brown Brothers Harriman Experience July 2014 - Present
Job VP Enterprise Data Manager at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
MetLife October 2013 - June 2014
Carson Park Consulting LLC October 2013 - June 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Credit Suisse August 2000 - May 2013
Millenium Computer Systems April 1998 - August 2000
Standard Chartered Bank July 1997 - March 1998
SI Consulting June 1996 - June 1997
Skills
Project Management, DB2, Oracle SQL, Business Analysis, Business Objects, ETL Tools, COBOLII, CICS, Project Delivery, Informatica, Business Intelligence, PRINCE2, Mainframe, Oracle, MVS, COBOL, SQL, Production Support, Data Warehousing, Sybase, Software Development, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Software Project..., VSAM, Fileaid, Program Management, Data Modeling, Requirements Analysis, Data Migration, Performance Tuning, SOA, Disaster Recovery, IT Strategy, Systems Analysis, PL/SQL, Trading Systems, User Acceptance Testing, Solution Architecture, Release Management, Unix, Database Design, Databases, ETL, Business Requirements, PMO, Investment Banking, Unix Shell Scripting
Education
De La Salle University 1990 — 1994
Bachelor of Science (BS), Computer Science
Brown Brothers Harriman July 2014 - Present
MetLife October 2013 - June 2014
Carson Park Consulting LLC October 2013 - June 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Credit Suisse August 2000 - May 2013
Millenium Computer Systems April 1998 - August 2000
Standard Chartered Bank July 1997 - March 1998
SI Consulting June 1996 - June 1997
Skills
Project Management, DB2, Oracle SQL, Business Analysis, Business Objects, ETL Tools, COBOLII, CICS, Project Delivery, Informatica, Business Intelligence, PRINCE2, Mainframe, Oracle, MVS, COBOL, SQL, Production Support, Data Warehousing, Sybase, Software Development, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Software Project..., VSAM, Fileaid, Program Management, Data Modeling, Requirements Analysis, Data Migration, Performance Tuning, SOA, Disaster Recovery, IT Strategy, Systems Analysis, PL/SQL, Trading Systems, User Acceptance Testing, Solution Architecture, Release Management, Unix, Database Design, Databases, ETL, Business Requirements, PMO, Investment Banking, Unix Shell Scripting
Education
De La Salle University 1990 — 1994
Bachelor of Science (BS), Computer Science
Carl Cutler Carl Cutler's Brown Brothers Harriman Experience February 1988 - Present
Job Partner at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 1988 - Present
Skills
Investments, Alternative Investments
Education
Denison University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman February 1988 - Present
Skills
Investments, Alternative Investments
Education
Denison University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Tracy (Henaghan) Regan Tracy (Henaghan) Regan's Brown Brothers Harriman Experience September 2012 - December 2014
Job Director of Talent Acquisition
Industry Human Resources
Experience
Corvias Group January 2015 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2011 - September 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2008 - January 2009
State Street 1992 - 2008
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Business
Curry College 1987 — 1991
BA, Business
Spellman
Corvias Group January 2015 - Present
Brown Brothers Harriman September 2012 - December 2014
Brown Brothers Harriman September 2011 - September 2012
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2008 - January 2009
State Street 1992 - 2008
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA, Business
Curry College 1987 — 1991
BA, Business
Spellman
Eric Nograles's Brown Brothers Harriman Experience 2007 - 2008
Job Polyglot Software Architect and Developer
Industry Information Technology and Services
Experience
352 Inc. April 2015 - Present
Proxy.gg 2014 - 2015
AgileThought 2012 - 2015
MetLife 2010 - 2012
Satori Group, Inc. 2008 - 2010
Brown Brothers Harriman 2007 - 2008
Accenture 2006 - 2007
Drexel University College of Medicine 2005 - 2006
Chemtura Corporation 2002 - 2004
Skills
Microsoft SQL Server, T-SQL, .NET, Agile Methodologies, Node.js, AngularJS, JavaScript, Sails, Business Intelligence, SSIS, VB.NET, SSRS, SDLC, C#, Scrum, ASP.NET, Integration, Data Warehousing, SQL, Oracle, Subversion, ASP.NET MVC, Web Services, ETL, WCF, Databases, Data Integration, OLAP, MySQL, SOA, Database Design
Education
Drexel University 2001 — 2006
Bachelor of Science, Information Systems with a Business Minor
Eastern High School 1997 — 2001
352 Inc. April 2015 - Present
Proxy.gg 2014 - 2015
AgileThought 2012 - 2015
MetLife 2010 - 2012
Satori Group, Inc. 2008 - 2010
Brown Brothers Harriman 2007 - 2008
Accenture 2006 - 2007
Drexel University College of Medicine 2005 - 2006
Chemtura Corporation 2002 - 2004
Skills
Microsoft SQL Server, T-SQL, .NET, Agile Methodologies, Node.js, AngularJS, JavaScript, Sails, Business Intelligence, SSIS, VB.NET, SSRS, SDLC, C#, Scrum, ASP.NET, Integration, Data Warehousing, SQL, Oracle, Subversion, ASP.NET MVC, Web Services, ETL, WCF, Databases, Data Integration, OLAP, MySQL, SOA, Database Design
Education
Drexel University 2001 — 2006
Bachelor of Science, Information Systems with a Business Minor
Eastern High School 1997 — 2001
Mark van der Velden's Brown Brothers Harriman Experience April 1999 - March 2001
Job Director, Global Pricing at Monster
Industry Internet
Experience
Monster Worldwide March 2015 - Present
Monster Worldwide January 2011 - February 2015
Self-Employed November 2008 - November 2010
Omgeo LLC January 2005 - July 2008
Omgeo LLC September 2001 - December 2004
Brown Brothers Harriman April 1999 - March 2001
Brown Brothers Harriman September 1997 - March 1999
Skills
Fluent in Dutch, Market Research, Competitive Analysis, Contract Negotiation, Pricing, Market Opportunity..., Sales Support, Segmentation, Decision Support, Pricing Strategy, Relationship Management, Sales Operations, Risk Analysis, Market Analysis, Cross-functional Team..., Business Analysis, Strategy, Start-ups, Sales Process, Project Planning, Business Strategy, Sales, Analysis, Management, Negotiation, Strategic Partnerships, Leadership, Analytics, CRM, Financial Services, Business Intelligence
Education
Northeastern University - Graduate School of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.)
Northeastern University 1991 — 1994
B.S.
Hilton College 1987 — 1990
Natal Senior Certificate
Monster Worldwide March 2015 - Present
Monster Worldwide January 2011 - February 2015
Self-Employed November 2008 - November 2010
Omgeo LLC January 2005 - July 2008
Omgeo LLC September 2001 - December 2004
Brown Brothers Harriman April 1999 - March 2001
Brown Brothers Harriman September 1997 - March 1999
Skills
Fluent in Dutch, Market Research, Competitive Analysis, Contract Negotiation, Pricing, Market Opportunity..., Sales Support, Segmentation, Decision Support, Pricing Strategy, Relationship Management, Sales Operations, Risk Analysis, Market Analysis, Cross-functional Team..., Business Analysis, Strategy, Start-ups, Sales Process, Project Planning, Business Strategy, Sales, Analysis, Management, Negotiation, Strategic Partnerships, Leadership, Analytics, CRM, Financial Services, Business Intelligence
Education
Northeastern University - Graduate School of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.)
Northeastern University 1991 — 1994
B.S.
Hilton College 1987 — 1990
Natal Senior Certificate
Liz Blake's Brown Brothers Harriman Experience 1997 - 1999
Job Managing Director, Head of Investment Operations, Alternative Assets, Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management, Private Assets May 2013 - May 2015
Manulife Asset Management September 2014 - January 2015
Manulife Asset Management, US May 2008 - May 2013
John Hancock Financial Services April 2006 - May 2008
Signator Investors, Inc. 1999 - 2006
Brown Brothers Harriman 1997 - 1999
Skills
Investments, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Management, Operations Management, Business Analysis, Risk Management, Bloomberg, New Business Development, Project Management, Capital Markets, Securities, Mutual Funds, Product Launch, Acquisition Integration, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (MBA), Masters of Business Administration - general management leadership
University of Vermont 1986 — 1990
Bachelor of Arts (B.A.), Economics
Manulife Asset Management, Private Assets May 2013 - May 2015
Manulife Asset Management September 2014 - January 2015
Manulife Asset Management, US May 2008 - May 2013
John Hancock Financial Services April 2006 - May 2008
Signator Investors, Inc. 1999 - 2006
Brown Brothers Harriman 1997 - 1999
Skills
Investments, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Management, Operations Management, Business Analysis, Risk Management, Bloomberg, New Business Development, Project Management, Capital Markets, Securities, Mutual Funds, Product Launch, Acquisition Integration, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (MBA), Masters of Business Administration - general management leadership
University of Vermont 1986 — 1990
Bachelor of Arts (B.A.), Economics
Averil Svahn, PMP Averil Svahn, PMP's Brown Brothers Harriman Experience January 2014 - Present
Job Project Leader at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Dennis Fedor Dennis Fedor's Brown Brothers Harriman Experience January 2014 - March 2014
Job Seeking New Career Opportunities in the Wine & Spirits, Food & Beverage or Accounting Industry
Industry Accounting
Experience
Michael's Wine and Spirits 2001 - Present
Cesari and McKenna, LLP November 2014 - January 2015
Brown Brothers Harriman January 2014 - March 2014
State Street Bank 2012 - 2013
State Street Bank 2007 - 2012
Skills
Customer Service, Fund Accounting, Microsoft Excel, Mutual Funds, Financial Services, Pension Funds, Fund Of Funds, Bloomberg, Fundraising, Inventory Management, PowerPoint, Cash Flow, Microsoft Word, Account Reconciliation, Mony Market Funds, MCH, Cashiering, Accruals, NAV, Fund Services, Cash, Team Building, Impromptu Speaking, Smartstream TLM, Cash Management, Settlement, Billing Services, Retail, Wine & Spirits Industry, Beer, Liquor Stores, Craft Beer, Wine Sales, Alcoholic Beverages, Food & Beverage, Beverage Industry
Education
Endicott College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, 3.57 GPA
Curry College 2002 — 2006
Bachelor's degree, Business Management with a Concentration in Accounting, 3.56 GPA
South Shore Vocational Technical High School
Quick Books
Northeastern University
Michael's Wine and Spirits 2001 - Present
Cesari and McKenna, LLP November 2014 - January 2015
Brown Brothers Harriman January 2014 - March 2014
State Street Bank 2012 - 2013
State Street Bank 2007 - 2012
Skills
Customer Service, Fund Accounting, Microsoft Excel, Mutual Funds, Financial Services, Pension Funds, Fund Of Funds, Bloomberg, Fundraising, Inventory Management, PowerPoint, Cash Flow, Microsoft Word, Account Reconciliation, Mony Market Funds, MCH, Cashiering, Accruals, NAV, Fund Services, Cash, Team Building, Impromptu Speaking, Smartstream TLM, Cash Management, Settlement, Billing Services, Retail, Wine & Spirits Industry, Beer, Liquor Stores, Craft Beer, Wine Sales, Alcoholic Beverages, Food & Beverage, Beverage Industry
Education
Endicott College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, 3.57 GPA
Curry College 2002 — 2006
Bachelor's degree, Business Management with a Concentration in Accounting, 3.56 GPA
South Shore Vocational Technical High School
Quick Books
Northeastern University
Brandon Luttinger Brandon Luttinger's Brown Brothers Harriman Experience March 2013 - February 2014
Job Investment Analyst
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
GMO March 2014 - December 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman June 2010 - March 2013
InsideOut Sports & Entertainment May 2009 - October 2009
Black Rock Country Club June 2003 - August 2009
Skills
Business Strategy, Corporate Actions, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Training, Portfolio Management, Market Research, Mutual Funds, Banking, Public Speaking, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (MBA), Corporate Renewal, 3.39/4
Northeastern University 2012 — 2014
Graduate Certificate in the Advanced Study of Management
Ohio Wesleyan University 2006 — 2010
Bachelor of the Arts, Economics Management, Accounting, 3.32/4
Fidelity Investments March 2015 - Present
GMO March 2014 - December 2014
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman June 2010 - March 2013
InsideOut Sports & Entertainment May 2009 - October 2009
Black Rock Country Club June 2003 - August 2009
Skills
Business Strategy, Corporate Actions, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Training, Portfolio Management, Market Research, Mutual Funds, Banking, Public Speaking, Financial Analysis, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Master of Business Administration (MBA), Corporate Renewal, 3.39/4
Northeastern University 2012 — 2014
Graduate Certificate in the Advanced Study of Management
Ohio Wesleyan University 2006 — 2010
Bachelor of the Arts, Economics Management, Accounting, 3.32/4
Kristen Ewing Kristen Ewing's Brown Brothers Harriman Experience June 2013 - August 2013
Job Management Consulting Analyst at Accenture
Industry Higher Education
Experience
Accenture April 2015 - Present
Cornell University Alumni Affairs and Development September 2014 - April 2015
Cornell University Alumni Affairs June 2012 - June 2014
Brown Brothers Harriman June 2013 - August 2013
Sound Reading Solutions June 2012 - August 2012
New York Rowing Association June 2011 - August 2011
Skills
Photoshop Elements, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Accenture April 2015 - Present
Cornell University Alumni Affairs and Development September 2014 - April 2015
Cornell University Alumni Affairs June 2012 - June 2014
Brown Brothers Harriman June 2013 - August 2013
Sound Reading Solutions June 2012 - August 2012
New York Rowing Association June 2011 - August 2011
Skills
Photoshop Elements, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Brijesh Chavda's Brown Brothers Harriman Experience June 2010 - February 2011
Job Technical Lead at Oracle
Industry Computer Software
Experience
Oracle January 2013 - Present
DIRECTV March 2011 - December 2012
Brown Brothers Harriman June 2010 - February 2011
Fidelity Investments December 2006 - May 2010
AT&T March 2006 - December 2006
Patni Computer Systems February 2004 - March 2006
Net4Nuts Ltd. June 2000 - July 2003
Upperex Netsolutions January 2000 - June 2000
Jindal Online Limited April 1999 - December 1999
Skills
Java Enterprise Edition, Core Java, JDBC, Servlets, Struts, Spring, Hibernate, Apache tiles, cakephp, jstl, iBatis, JPA, EJB, JMS, RMI, JNDI, WebSphere MQ, REST, jaxb, jaxr, jax-ws, maven, ant, sax, php, html, css, javascript, c, c++, Unix Shell Scripting, perl, pl/sql, xml, profiler, linux, unix, JDO, SOA, SOAP, Linux, Java, Apache, Distributed Systems, Tomcat, Cloud Computing, Java Enterprise..., Unix, JSTL, Agile Methodologies
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
B & B Institute of Technology 1993 — 1996
Diploma, Computer Engineering
Oracle January 2013 - Present
DIRECTV March 2011 - December 2012
Brown Brothers Harriman June 2010 - February 2011
Fidelity Investments December 2006 - May 2010
AT&T March 2006 - December 2006
Patni Computer Systems February 2004 - March 2006
Net4Nuts Ltd. June 2000 - July 2003
Upperex Netsolutions January 2000 - June 2000
Jindal Online Limited April 1999 - December 1999
Skills
Java Enterprise Edition, Core Java, JDBC, Servlets, Struts, Spring, Hibernate, Apache tiles, cakephp, jstl, iBatis, JPA, EJB, JMS, RMI, JNDI, WebSphere MQ, REST, jaxb, jaxr, jax-ws, maven, ant, sax, php, html, css, javascript, c, c++, Unix Shell Scripting, perl, pl/sql, xml, profiler, linux, unix, JDO, SOA, SOAP, Linux, Java, Apache, Distributed Systems, Tomcat, Cloud Computing, Java Enterprise..., Unix, JSTL, Agile Methodologies
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
B & B Institute of Technology 1993 — 1996
Diploma, Computer Engineering
Andrew Hannigan's Brown Brothers Harriman Experience May 2015 - Present
Job Treasury Specialist Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman January 2014 - June 2014
Brown Brothers Harriman April 2013 - August 2013
Sunbeam House Services July 2012 - September 2012
Hertz June 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Analysis, Financial Modeling, Public Speaking, Foreign Exchange, Treasury, Asset Management, Banking
Education
Northeastern University 2013 — 2015
Bachelor of Science (BSc) - International Business, Finance
Dublin City University 2011 — 2015
Bachelor of Arts (BA) - Global Business (USA), International Business
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman January 2014 - June 2014
Brown Brothers Harriman April 2013 - August 2013
Sunbeam House Services July 2012 - September 2012
Hertz June 2012 - July 2012
Skills
Teamwork, Microsoft Excel, Finance, Data Analysis, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint, Analysis, Financial Modeling, Public Speaking, Foreign Exchange, Treasury, Asset Management, Banking
Education
Northeastern University 2013 — 2015
Bachelor of Science (BSc) - International Business, Finance
Dublin City University 2011 — 2015
Bachelor of Arts (BA) - Global Business (USA), International Business
Alex Higbie Alex Higbie's Brown Brothers Harriman Experience July 2013 - Present
Job Performance Measurement Representative at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Augustine Institute October 2012 - July 2013
Opus Restaurant August 2011 - August 2012
Harris Wilson Construction 2010 - 2010
Skills
Investments, Strategic Financial..., Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Event Planning, Strategic Planning, Social Media, Finance, Management, Accounting, Customer Service, Theology
Education
Augustine Institute 2010 — 2014
Master of Arts (MA), Theology/Theological Studies
Creighton University 2006 — 2010
BSBA, Finance
Rockhurst High School 2002 — 2006
Brown Brothers Harriman July 2013 - Present
Augustine Institute October 2012 - July 2013
Opus Restaurant August 2011 - August 2012
Harris Wilson Construction 2010 - 2010
Skills
Investments, Strategic Financial..., Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Event Planning, Strategic Planning, Social Media, Finance, Management, Accounting, Customer Service, Theology
Education
Augustine Institute 2010 — 2014
Master of Arts (MA), Theology/Theological Studies
Creighton University 2006 — 2010
BSBA, Finance
Rockhurst High School 2002 — 2006
Greta Meyer Greta Meyer's Brown Brothers Harriman Experience August 2012 - October 2013
Job Marketing Specialist at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management October 2013 - Present
Brown Brothers Harriman August 2012 - October 2013
George K. Baum & Company June 2011 - September 2011
Skills
Mutual Funds, Bloomberg, Financial Services, Securities, Fund Accounting, Fixed Income, Equities
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), Government
Acadian Asset Management October 2013 - Present
Brown Brothers Harriman August 2012 - October 2013
George K. Baum & Company June 2011 - September 2011
Skills
Mutual Funds, Bloomberg, Financial Services, Securities, Fund Accounting, Fixed Income, Equities
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), Government
Eamonn Byrne Eamonn Byrne's Brown Brothers Harriman Experience May 2010 - May 2011
Job Motivating, Educating and Empowering Sales Teams @ LinkedIn
Industry Online Media
Experience
LinkedIn June 2015 - Present
LinkedIn November 2014 - June 2015
ToastIN - LinkedIn Ireland's Toastmasters Club January 2014 - May 2015
Dublin City University September 2009 - May 2015
LinkedIn January 2014 - October 2014
LinkedIn January 2012 - December 2013
LinkedIn May 2011 - December 2011
Brown Brothers Harriman May 2010 - May 2011
Brown Brothers Harriman September 2007 - July 2008
Skills
Salesforce.com, Account Management, Social Media, Teamwork, Team Leadership, Sales Management, Coaching, Project Planning, Sales Process, Project Management, Solution Selling, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Performance Management, Social Networking, Excel, PowerPoint, Microsoft Office, Inside Sales, Prospects, Prospect Research, International Project..., Word, Research, Innovation, Compliance, Emotional Intelligence, Group Presentations, E-recruitment, Sports Psychology, Online Branding, Undergraduate Degree, Masters Degree, Undergrad, Postgrad, Management, Leadership, Marketing
Education
Dublin Business School 2009 — 2010
MBA, Business Management and Project Management
Dublin City University 2005 — 2009
Bachelor of Business Studies Degree, Law Specialism
Belvedere College S.J. 1999 — 2005
LinkedIn June 2015 - Present
LinkedIn November 2014 - June 2015
ToastIN - LinkedIn Ireland's Toastmasters Club January 2014 - May 2015
Dublin City University September 2009 - May 2015
LinkedIn January 2014 - October 2014
LinkedIn January 2012 - December 2013
LinkedIn May 2011 - December 2011
Brown Brothers Harriman May 2010 - May 2011
Brown Brothers Harriman September 2007 - July 2008
Skills
Salesforce.com, Account Management, Social Media, Teamwork, Team Leadership, Sales Management, Coaching, Project Planning, Sales Process, Project Management, Solution Selling, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Performance Management, Social Networking, Excel, PowerPoint, Microsoft Office, Inside Sales, Prospects, Prospect Research, International Project..., Word, Research, Innovation, Compliance, Emotional Intelligence, Group Presentations, E-recruitment, Sports Psychology, Online Branding, Undergraduate Degree, Masters Degree, Undergrad, Postgrad, Management, Leadership, Marketing
Education
Dublin Business School 2009 — 2010
MBA, Business Management and Project Management
Dublin City University 2005 — 2009
Bachelor of Business Studies Degree, Law Specialism
Belvedere College S.J. 1999 — 2005
Mark Ribeiro's Brown Brothers Harriman Experience January 1996 - January 1997
Job Director & Founder at Healthjump Inc.
Industry Internet
Experience
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
Steve Fiske Steve Fiske's Brown Brothers Harriman Experience September 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman October 2010 - August 2015
PHH Mortgage July 2005 - October 2010
United Parcel Service February 2001 - June 2005
Prudential Securities, Inc December 1999 - January 2001
Information Builders November 1999 - December 1999
NCR Corporation January 1999 - October 1999
Mayer & Schweitzer (Division of Charles Schwab) December 1997 - January 1999
Rhône-Poulenc North America October 1996 - November 1997
Southern New England Telephone April 1996 - September 1996
Skills
Data Warehousing, Cognos, ETL, SDLC, Data Modeling, Business Intelligence, Oracle, Requirements Analysis, SQL, Business Analysis, OLAP, Business Requirements, Integration, Databases, SharePoint, Dashboard, Access, Vendor Management, Business Intelligence..., Unix, Agile Methodologies, Software Documentation, Database Design, Business Process, Enterprise Software, Disaster Recovery, Data Migration, Visio
Education
Drexel University
Computer Science
Henry Ford Community College
Computer Science
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman October 2010 - August 2015
PHH Mortgage July 2005 - October 2010
United Parcel Service February 2001 - June 2005
Prudential Securities, Inc December 1999 - January 2001
Information Builders November 1999 - December 1999
NCR Corporation January 1999 - October 1999
Mayer & Schweitzer (Division of Charles Schwab) December 1997 - January 1999
Rhône-Poulenc North America October 1996 - November 1997
Southern New England Telephone April 1996 - September 1996
Skills
Data Warehousing, Cognos, ETL, SDLC, Data Modeling, Business Intelligence, Oracle, Requirements Analysis, SQL, Business Analysis, OLAP, Business Requirements, Integration, Databases, SharePoint, Dashboard, Access, Vendor Management, Business Intelligence..., Unix, Agile Methodologies, Software Documentation, Database Design, Business Process, Enterprise Software, Disaster Recovery, Data Migration, Visio
Education
Drexel University
Computer Science
Henry Ford Community College
Computer Science
Bob Murphy, CFA Bob Murphy, CFA's Brown Brothers Harriman Experience December 2005 - November 2006
Job Investment Performance Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company July 2014 - Present
Pioneer Investments November 2012 - July 2014
Pioneer Investments July 2010 - November 2012
Pioneer Investments November 2006 - July 2010
Brown Brothers Harriman December 2005 - November 2006
Boston South Financial Group December 2004 - January 2005
Skills
Bloomberg, Morningstar Direct, Lipper, Eagle PACE, Charles River IMS, Golden Source, Confluence, Bloomberg Terminal, Corporate Actions, Valuation, Securities
Education
Dartmouth College 2001 — 2005
Bachelor of Science, Economics
Rockland High School 1998 — 2001
Loomis, Sayles & Company July 2014 - Present
Pioneer Investments November 2012 - July 2014
Pioneer Investments July 2010 - November 2012
Pioneer Investments November 2006 - July 2010
Brown Brothers Harriman December 2005 - November 2006
Boston South Financial Group December 2004 - January 2005
Skills
Bloomberg, Morningstar Direct, Lipper, Eagle PACE, Charles River IMS, Golden Source, Confluence, Bloomberg Terminal, Corporate Actions, Valuation, Securities
Education
Dartmouth College 2001 — 2005
Bachelor of Science, Economics
Rockland High School 1998 — 2001
L.J. Harrington L.J. Harrington's Brown Brothers Harriman Experience April 2001 - February 2006
Job Member, Portfolio Manager at Marble Harbor Investment Counsel
Industry Investment Management
Experience
Marble Harbor Investment Counsel March 2006 - Present
Brown Brothers Harriman April 2001 - February 2006
David L. Babson & Co. July 1992 - March 2001
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
Whittier College
BA, Business Administration
Brooks School
Marble Harbor Investment Counsel March 2006 - Present
Brown Brothers Harriman April 2001 - February 2006
David L. Babson & Co. July 1992 - March 2001
Skills
Fixed Income, Bloomberg, Hedge Funds, Equities
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
Whittier College
BA, Business Administration
Brooks School
Jake Soares's Brown Brothers Harriman Experience October 2013 - Present
Job Investment Tax Analyst
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Soares Tree & Landscape May 2003 - September 2013
The Black Dog October 2008 - October 2011
Skills
PowerPoint, QuickBooks, Forecasting, Budgets, Access, Accounts Payable, Analysis, Microsoft Excel, Management, Strategic Financial..., Leadership, Account Reconciliation, Accounts Receivable, Accounting, Auditing, Customer Satisfaction, Customer Service, Finance, Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Marketing Strategy, Microsoft Office, Microsoft Word, Nonprofits, Operations Management, Outlook, Payroll, Process Improvement, Project Planning, Research, Retail, Risk Management, Sales, Strategic Planning, Strategy, Supply Chain Management, Team Building, Team Leadership, Time Management, Training
Education
Curry College
Masters of Business Administration (MBA)
Merrimack College
Bachelor of Science, Business Management
Tabor Academy
Brown Brothers Harriman October 2013 - Present
Soares Tree & Landscape May 2003 - September 2013
The Black Dog October 2008 - October 2011
Skills
PowerPoint, QuickBooks, Forecasting, Budgets, Access, Accounts Payable, Analysis, Microsoft Excel, Management, Strategic Financial..., Leadership, Account Reconciliation, Accounts Receivable, Accounting, Auditing, Customer Satisfaction, Customer Service, Finance, Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Marketing Strategy, Microsoft Office, Microsoft Word, Nonprofits, Operations Management, Outlook, Payroll, Process Improvement, Project Planning, Research, Retail, Risk Management, Sales, Strategic Planning, Strategy, Supply Chain Management, Team Building, Team Leadership, Time Management, Training
Education
Curry College
Masters of Business Administration (MBA)
Merrimack College
Bachelor of Science, Business Management
Tabor Academy
Dennis Magarian Dennis Magarian's Brown Brothers Harriman Experience November 2011 - Present
Job Legal Analyst at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Brown Brothers Harriman November 2011 - Present
Pegasystems November 2010 - October 2011
John Hancock May 2006 - October 2009
BISYS Fund Services May 2005 - May 2006
Investors Bank & Trust June 2004 - May 2005
Skills
Securities, Corporate Governance, Securities Regulation, Mutual Funds, Legal Writing, Legal Research, Corporate Law, AML, Insurance, Hedge Funds, Due Diligence, FINRA, Financial Services, Mergers, Microsoft Excel, Investments, Westlaw, Risk Management, Litigation Support, Perseverance, Mergers & Acquisitions, Privacy Law, Legal Compliance
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MS, Managerial Leadership - Financial Markets and Institutions
Quinnipiac University 2000 — 2004
BA / BA, Legal Studies / English
Tarun Ghai Tarun Ghai's Brown Brothers Harriman Experience March 2008 - January 2009
Job Sr. Business Analyst at Freddie Mac
Industry Banking
Experience
Freddie Mac November 2011 - Present
Fannie Mae Corporation June 2010 - October 2011
Bank of America October 2009 - June 2010
State Street April 2009 - October 2009
Brown Brothers Harriman March 2008 - January 2009
State Street January 2007 - February 2008
ABN AMRO February 2006 - December 2006
Skills
Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, Requirements Analysis, Visio, Vendor Management, SAS, User Acceptance Testing, Fixed Income, Risk Management, Banking, Business Objects, Business Intelligence, Financial Modeling, Derivatives, Bloomberg, Business Process..., Credit Risk, Financial Services, Analysis
Education
Delhi University
Bachelors of Business Administration, Finance & Economics
SBM
The University of Akron
MBA, Finanace & Accounting
Freddie Mac November 2011 - Present
Fannie Mae Corporation June 2010 - October 2011
Bank of America October 2009 - June 2010
State Street April 2009 - October 2009
Brown Brothers Harriman March 2008 - January 2009
State Street January 2007 - February 2008
ABN AMRO February 2006 - December 2006
Skills
Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, SDLC, Requirements Analysis, Visio, Vendor Management, SAS, User Acceptance Testing, Fixed Income, Risk Management, Banking, Business Objects, Business Intelligence, Financial Modeling, Derivatives, Bloomberg, Business Process..., Credit Risk, Financial Services, Analysis
Education
Delhi University
Bachelors of Business Administration, Finance & Economics
SBM
The University of Akron
MBA, Finanace & Accounting
Michael Mazur's Brown Brothers Harriman Experience April 2015 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
SeeScape LLC October 2013 - Present
Brown Brothers Harriman August 2013 - April 2015
Brown Brothers Harriman June 2012 - August 2012
Dale Carnegie Training June 2011 - August 2011
The Golf Club of Cape Cod August 2007 - August 2011
Skills
PowerPoint, Word, Public Speaking, Economics, Statistics, Facebook, Fundraising, Social Media, Microsoft Office, Event Planning, Social Networking, Photoshop, Social Media Marketing, Customer Service, Public Relations, Microsoft Excel, Microsoft Word, Time Series Analysis, Data Analysis, Analysis, Time Management, Golf, Golf Fitness
Education
Trinity College-Hartford 2009 — 2013
BS, Economics & American Studies
Danish Institute for Study Abroad 2012 — 2012
Global Economics Program
Deerfield Academy 2008 — 2009
Lexington High School 2004 — 2008
Brown Brothers Harriman April 2015 - Present
SeeScape LLC October 2013 - Present
Brown Brothers Harriman August 2013 - April 2015
Brown Brothers Harriman June 2012 - August 2012
Dale Carnegie Training June 2011 - August 2011
The Golf Club of Cape Cod August 2007 - August 2011
Skills
PowerPoint, Word, Public Speaking, Economics, Statistics, Facebook, Fundraising, Social Media, Microsoft Office, Event Planning, Social Networking, Photoshop, Social Media Marketing, Customer Service, Public Relations, Microsoft Excel, Microsoft Word, Time Series Analysis, Data Analysis, Analysis, Time Management, Golf, Golf Fitness
Education
Trinity College-Hartford 2009 — 2013
BS, Economics & American Studies
Danish Institute for Study Abroad 2012 — 2012
Global Economics Program
Deerfield Academy 2008 — 2009
Lexington High School 2004 — 2008
Alison Kelly Hutchinson Alison Kelly Hutchinson's Brown Brothers Harriman Experience August 2012 - Present
Job Senior Vice President & Wealth Planner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Simpson Thacher & Bartlett LLP September 2007 - August 2012
Simpson Thacher & Bartlett LLP 2002 - 2004
Education
University of Virginia 2004 — 2007
JD
Dartmouth College 1998 — 2002
BA
Brown Brothers Harriman August 2012 - Present
Simpson Thacher & Bartlett LLP September 2007 - August 2012
Simpson Thacher & Bartlett LLP 2002 - 2004
Education
University of Virginia 2004 — 2007
JD
Dartmouth College 1998 — 2002
BA
Charles Donahue Charles Donahue's Brown Brothers Harriman Experience July 2000 - March 2001
Job General Contractor & Builder
Industry Construction
Experience
IBY Delta Alumni Association May 2010 - Present
Exclusive Restorations March 2010 - Present
Peter Phelps Builders, Inc. April 2001 - October 2002
Brown Brothers Harriman July 2000 - March 2001
Putnam Investments September 1998 - June 2000
Daniel Webster College 1991 - 1996
Skills
Financial Planning, Investments, Insurance, Accounting, Portfolio Management
Education
University of Phoenix 2008 — 2009
MSA, Accounting
HR Block 2008 — 2008
Accounting
Daniel Webster College 1991 — 1998
BS, Business Management
North Catholic 1987 — 1991
High School, College Prep
IBY Delta Alumni Association May 2010 - Present
Exclusive Restorations March 2010 - Present
Peter Phelps Builders, Inc. April 2001 - October 2002
Brown Brothers Harriman July 2000 - March 2001
Putnam Investments September 1998 - June 2000
Daniel Webster College 1991 - 1996
Skills
Financial Planning, Investments, Insurance, Accounting, Portfolio Management
Education
University of Phoenix 2008 — 2009
MSA, Accounting
HR Block 2008 — 2008
Accounting
Daniel Webster College 1991 — 1998
BS, Business Management
North Catholic 1987 — 1991
High School, College Prep
Kristen Kupniewski, MBA Kristen Kupniewski, MBA's Brown Brothers Harriman Experience December 2000 - December 2001
Job Government Contracting
Industry Logistics and Supply Chain
Experience
Defense Contract Management Agency (DCMA) October 2014 - Present
Defense Logistics Agency February 2010 - October 2014
KelbyOne April 2002 - October 2009
Brown Brothers Harriman December 2000 - December 2001
Morgan Stanley December 1993 - October 2000
Skills
DoD, Procurement, Negotiation, Government, Logistics, Contract Negotiation, Administration, Customer Relations, Problem Solving, Contract Management, Customer Service, Project Management, Analysis, Program Management, Leadership, Management, Operations Management, Sales, Supervisory Skills, System Administration, Team Building, Training, Adobe Creative Suite, Process Improvement
Education
Argosy University-Phoenix Online Division 2014 — 2018
Ed.d, Organizational Leadership
Defense Acquisition University 2010 — 2012
DAWIA Certification Level II, Contracting
Strayer University 2005 — 2008
MBA, Management
World Travel School
Defense Contract Management Agency (DCMA) October 2014 - Present
Defense Logistics Agency February 2010 - October 2014
KelbyOne April 2002 - October 2009
Brown Brothers Harriman December 2000 - December 2001
Morgan Stanley December 1993 - October 2000
Skills
DoD, Procurement, Negotiation, Government, Logistics, Contract Negotiation, Administration, Customer Relations, Problem Solving, Contract Management, Customer Service, Project Management, Analysis, Program Management, Leadership, Management, Operations Management, Sales, Supervisory Skills, System Administration, Team Building, Training, Adobe Creative Suite, Process Improvement
Education
Argosy University-Phoenix Online Division 2014 — 2018
Ed.d, Organizational Leadership
Defense Acquisition University 2010 — 2012
DAWIA Certification Level II, Contracting
Strayer University 2005 — 2008
MBA, Management
World Travel School
Charlie Grant's Brown Brothers Harriman Experience June 2010 - August 2010
Job Project Manager at Essex Capital Partners
Industry Renewables & Environment
Experience
Essex Capital Partners, LLC December 2013 - Present
ConnectEDU, Inc. October 2011 - November 2013
United States Senate July 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Centers for Disease Control June 2008 - August 2008
Skills
Salesforce.com, Enterprise Software, Government Procurement, Market Research, Entrepreneurship, Educational Technology, Business Development, Renewable Energy Systems, Renewable Energy Policy, Rugby Union, Strategy, Management, Project Management, Proposal Writing, Qvidian Proposal..., Competitive Analysis
Education
Dartmouth College 2007 — 2011
Bachelor's degree, Geography
The Governor's Academy 2002 — 2006
Essex Capital Partners, LLC December 2013 - Present
ConnectEDU, Inc. October 2011 - November 2013
United States Senate July 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Centers for Disease Control June 2008 - August 2008
Skills
Salesforce.com, Enterprise Software, Government Procurement, Market Research, Entrepreneurship, Educational Technology, Business Development, Renewable Energy Systems, Renewable Energy Policy, Rugby Union, Strategy, Management, Project Management, Proposal Writing, Qvidian Proposal..., Competitive Analysis
Education
Dartmouth College 2007 — 2011
Bachelor's degree, Geography
The Governor's Academy 2002 — 2006
gail francis-brown's Brown Brothers Harriman Experience January 2006 - Present
Job Database Admin. at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2006 - Present
Skills
Global Custody, Operational Risk, Outlook, Office Administration, Microsoft Office, Microsoft Word, Corporate Actions, Financial Analysis, Microsoft Excel, Onboarding, Financial Risk, Fund Administration, PowerPoint, Visio, Data Entry, Fund Accounting, Customer Service, Process Improvement, Sarbanes-Oxley
Education
CUNY Medgar Evers College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brown Brothers Harriman January 2006 - Present
Skills
Global Custody, Operational Risk, Outlook, Office Administration, Microsoft Office, Microsoft Word, Corporate Actions, Financial Analysis, Microsoft Excel, Onboarding, Financial Risk, Fund Administration, PowerPoint, Visio, Data Entry, Fund Accounting, Customer Service, Process Improvement, Sarbanes-Oxley
Education
CUNY Medgar Evers College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Christina MacDonald's Brown Brothers Harriman Experience October 2007 - April 2014
Job Applications Development Manager at Symetra
Industry Financial Services
Experience
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Matt Ocken's Brown Brothers Harriman Experience December 1992 - April 1996
Job Managing Director at Kindred Partners
Industry Staffing and Recruiting
Experience
Kindred Partners October 2001 - Present
Ramsey Beirne April 1996 - October 2001
Brown Brothers Harriman December 1992 - April 1996
Skills
Executive Search, IPO, Retained Search, Talent Acquisition, Venture Capital, Recruiting, Start-ups, Equities, Executive Management, New Business Development, Corporate Development, Technical Recruiting, Enterprise Software, Mergers & Acquisitions, Marketing, Angel Investing, Strategy, Leadership, Management, SaaS, Business Development, Cloud Computing, Entrepreneurship
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (BA)
Kindred Partners October 2001 - Present
Ramsey Beirne April 1996 - October 2001
Brown Brothers Harriman December 1992 - April 1996
Skills
Executive Search, IPO, Retained Search, Talent Acquisition, Venture Capital, Recruiting, Start-ups, Equities, Executive Management, New Business Development, Corporate Development, Technical Recruiting, Enterprise Software, Mergers & Acquisitions, Marketing, Angel Investing, Strategy, Leadership, Management, SaaS, Business Development, Cloud Computing, Entrepreneurship
Education
Dartmouth College 1988 — 1992
Bachelor of Arts (BA)
Jessica Soucia, MBA's Brown Brothers Harriman Experience May 2008 - July 2010
Job Investment Management
Industry Financial Services
Experience
Rockefeller & Co., Inc. March 2011 - Present
Brown Brothers Harriman May 2008 - July 2010
Brown Brothers Harriman May 2005 - May 2008
Skills
Investments, Portfolio Management, Wealth Management, Banking, Asset Allocation, Financial Services, Fixed Income, Business Development, Management, Mutual Funds, Marketing, Investment Management, Estate Planning, Strategy
Education
Curry College 2010 — 2011
MBA
Northeastern University
Business Management
Rockefeller & Co., Inc. March 2011 - Present
Brown Brothers Harriman May 2008 - July 2010
Brown Brothers Harriman May 2005 - May 2008
Skills
Investments, Portfolio Management, Wealth Management, Banking, Asset Allocation, Financial Services, Fixed Income, Business Development, Management, Mutual Funds, Marketing, Investment Management, Estate Planning, Strategy
Education
Curry College 2010 — 2011
MBA
Northeastern University
Business Management
Terrence Gooley's Brown Brothers Harriman Experience June 2013 - Present
Job Firmwide Manager, Compensation Programs and Analytics at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Gerson Lehrman Group March 2011 - June 2013
AIG June 2010 - January 2011
BDO Seidman October 2006 - June 2010
KPMG May 2004 - October 2006
Novartis Pharmaceuticals November 1997 - April 2004
Education
Cornell University 1992 — 1994
MILR, Masters of Industrial & Labor Relations
United States Air Force Academy 1981 — 1985
B.S., Electrical Engineering
Brown Brothers Harriman June 2013 - Present
Gerson Lehrman Group March 2011 - June 2013
AIG June 2010 - January 2011
BDO Seidman October 2006 - June 2010
KPMG May 2004 - October 2006
Novartis Pharmaceuticals November 1997 - April 2004
Education
Cornell University 1992 — 1994
MILR, Masters of Industrial & Labor Relations
United States Air Force Academy 1981 — 1985
B.S., Electrical Engineering
Garrett Jenkins, CFA's Brown Brothers Harriman Experience August 2010 - Present
Job AVP at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman August 2010 - Present
Wells Fargo Securities 2009 - August 2010
BlackHawk Alpha October 2007 - July 2009
MOUNTAIN KHAKIS LLC December 2006 - February 2008
Charlotte Knights October 2005 - September 2006
Skills
Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Risk Management, Bloomberg
Education
Davidson College 2002 — 2006
Bachelor of Arts, English; Mathematics
Wayland High School 1998 — 2002
Brown Brothers Harriman August 2010 - Present
Wells Fargo Securities 2009 - August 2010
BlackHawk Alpha October 2007 - July 2009
MOUNTAIN KHAKIS LLC December 2006 - February 2008
Charlotte Knights October 2005 - September 2006
Skills
Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Risk Management, Bloomberg
Education
Davidson College 2002 — 2006
Bachelor of Arts, English; Mathematics
Wayland High School 1998 — 2002
Richard Holohan's Brown Brothers Harriman Experience 1996 - 1997
Job Managing Director at Logistics Capital & Strategy
Industry Management Consulting
Experience
Logistics Capital & Strategy January 2011 - Present
MergeGlobal 2005 - 2011
Salomon Brothers 1997 - 2005
Salomon Smith Barney 1997 - 2005
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Skills
Mergers, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Equity Research, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Financial Analysis, Strategy, Investments, Emerging Markets, Investment Banking
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
St. David's School 1980 — 1988
Logistics Capital & Strategy January 2011 - Present
MergeGlobal 2005 - 2011
Salomon Brothers 1997 - 2005
Salomon Smith Barney 1997 - 2005
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Brown Brothers Harriman 1996 - 1997
Skills
Mergers, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Equity Research, Valuation, Mergers & Acquisitions, Equities, Due Diligence, Financial Analysis, Strategy, Investments, Emerging Markets, Investment Banking
Education
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
St. David's School 1980 — 1988
Marie Russo-Best's Brown Brothers Harriman Experience March 2000 - May 2014
Job Owner, Elizabeth Grady, Salem NH
Industry Cosmetics
Experience
Owner, Elizabeth Grady, Salem NH September 2014 - Present
Brown Brothers Harriman March 2000 - May 2014
Merrimack Insurance & Retirement Planning Services 1998 - 1999
Citi 1998 - 1998
Fiserv 1992 - 1998
Citi 1989 - 1992
Skills
HRIS, PeopleSoft, Onboarding, Project & Program..., Compensation & Process..., System Implementations, Vendor Relationships, Change Management, Learning & Development, Cross-functional Team..., PeopleSoft HRMS v9.0, Workscape/ADP...
Education
Dowling College
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Owner, Elizabeth Grady, Salem NH September 2014 - Present
Brown Brothers Harriman March 2000 - May 2014
Merrimack Insurance & Retirement Planning Services 1998 - 1999
Citi 1998 - 1998
Fiserv 1992 - 1998
Citi 1989 - 1992
Skills
HRIS, PeopleSoft, Onboarding, Project & Program..., Compensation & Process..., System Implementations, Vendor Relationships, Change Management, Learning & Development, Cross-functional Team..., PeopleSoft HRMS v9.0, Workscape/ADP...
Education
Dowling College
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Brent Crombie's Brown Brothers Harriman Experience July 1999 - July 2003
Job Director, Supply Chain Finance Capex at PepsiCo Frito Lay
Industry Financial Services
Experience
PepsiCo December 2014 - Present
PepsiCo November 2012 - December 2014
PepsiCo June 2011 - November 2012
PepsiCo November 2009 - June 2011
PepsiCo June 2007 - November 2009
Ashford Hospitality Trust May 2005 - May 2007
Brown Brothers Harriman July 1999 - July 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Forecasting, Valuation, Due Diligence, Financial Reporting, Competitive Analysis, Strategic Financial..., Analysis
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Corporate Finance & Strategy
Dartmouth College 1995 — 1999
Bachelor of Arts (BA), Government
PepsiCo December 2014 - Present
PepsiCo November 2012 - December 2014
PepsiCo June 2011 - November 2012
PepsiCo November 2009 - June 2011
PepsiCo June 2007 - November 2009
Ashford Hospitality Trust May 2005 - May 2007
Brown Brothers Harriman July 1999 - July 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Forecasting, Valuation, Due Diligence, Financial Reporting, Competitive Analysis, Strategic Financial..., Analysis
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Corporate Finance & Strategy
Dartmouth College 1995 — 1999
Bachelor of Arts (BA), Government
Oscar K. Anderson's Brown Brothers Harriman Experience July 1994 - July 1996
Job Managing Director, CVC Credit Partners
Industry Investment Management
Experience
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
CVC Capital Partners December 2008 - Present
Tri-Mountain Partners, LLC July 2007 - December 2008
Wachovia Securities April 2004 - June 2007
CIBC World Markets July 1996 - April 2004
Brown Brothers Harriman July 1994 - July 1996
Salomon Brothers August 1992 - June 1994
Skills
Private Equity, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Investments, Financial Modeling, Asset Managment, Portfolio Management, Equity Research, Valuation, Corporate Finance, Venture Capital, Private Placements, Mergers, Bloomberg, Derivatives, Securities, Leveraged Finance, High Yield
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.)
Deerfield Academy
St. Bernard's School
St. Bernard's School
Lynn McLachlan's Brown Brothers Harriman Experience June 1999 - May 2000
Job Senior Director, Fidelity Clearing & Custody Business Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments (Fidelity Clearing & Custody) April 2015 - Present
Fidelity Investments (National Financial) July 2012 - April 2015
Fidelity Investments (National Financial) May 2000 - July 2012
Brown Brothers Harriman June 1999 - May 2000
Skills
Financial Services, Series 7, Mutual Funds, Securities, Risk Management, Series 63, Process Improvement, Investments, Equities, Business Analysis, Project Management, Project Portfolio..., Management, Presentation Skills, Analysis, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
MBA, Management
Susquehanna University 1995 — 1999
Fidelity Investments (Fidelity Clearing & Custody) April 2015 - Present
Fidelity Investments (National Financial) July 2012 - April 2015
Fidelity Investments (National Financial) May 2000 - July 2012
Brown Brothers Harriman June 1999 - May 2000
Skills
Financial Services, Series 7, Mutual Funds, Securities, Risk Management, Series 63, Process Improvement, Investments, Equities, Business Analysis, Project Management, Project Portfolio..., Management, Presentation Skills, Analysis, Data Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
MBA, Management
Susquehanna University 1995 — 1999
Sarah Ashton's Brown Brothers Harriman Experience 1991 - 1998
Job Broker Associate at Royal Shell Real Estate
Industry Real Estate
Experience
Sanibel Island Sensations Broker AssociateRoyal Shell Real Estate, IncOctober 2009 - Present
RE/MAX of the Islands 2003 - October 2009
Self Employed Consultant 1998 - 2001
Brown Brothers Harriman 1991 - 1998
Skills
Real Estate, Luxury, Sellers, Condos, Residential Homes, Waterfront, Vacation Homes, Buyer Representation, Single Family Homes, New Home Sales, Property Management, Investment Properties, Real Property, ABR, Listings, 1031 Exchanges, Buyers, Property, Income Properties, New Homes, HUD, Townhomes, SFR, Brokerage, Move Up Buyers, Seniors, Referrals
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Business
Drew University 1976 — 1980
BA, Economics
Cheshire High School
Sanibel Island Sensations Broker AssociateRoyal Shell Real Estate, IncOctober 2009 - Present
RE/MAX of the Islands 2003 - October 2009
Self Employed Consultant 1998 - 2001
Brown Brothers Harriman 1991 - 1998
Skills
Real Estate, Luxury, Sellers, Condos, Residential Homes, Waterfront, Vacation Homes, Buyer Representation, Single Family Homes, New Home Sales, Property Management, Investment Properties, Real Property, ABR, Listings, 1031 Exchanges, Buyers, Property, Income Properties, New Homes, HUD, Townhomes, SFR, Brokerage, Move Up Buyers, Seniors, Referrals
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1996
MBA, Business
Drew University 1976 — 1980
BA, Economics
Cheshire High School
Amy Wei's Brown Brothers Harriman Experience March 2011 - Present
Job Financial Reporting Senior Manager at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - Present
Deloitte & Touche LLP September 2001 - March 2011
Skills
Bilingual, English, Chinese, Auditing, Financial Reporting, Internal Controls
Education
Northeastern University - Graduate School of Business Administration 2000 — 2001
Master Degree, Accounting and Business Administration
Shanghai University of Finance and Economics 1996 — 1999
Master Degree, International Finance
Brown Brothers Harriman March 2011 - Present
Deloitte & Touche LLP September 2001 - March 2011
Skills
Bilingual, English, Chinese, Auditing, Financial Reporting, Internal Controls
Education
Northeastern University - Graduate School of Business Administration 2000 — 2001
Master Degree, Accounting and Business Administration
Shanghai University of Finance and Economics 1996 — 1999
Master Degree, International Finance
Keith S. Creveling, CFA's Brown Brothers Harriman Experience 1995 - 1996
Job Sr. Global Equity PM/SVP/CIO of Global NonUS Equities at American Century Investment Management
Industry Investment Management
Experience
American Century Investment Management September 1999 - Present
Fiduciary Trust Company International 1996 - 1999
Brown Brothers Harriman 1995 - 1996
JP Morgan 1990 - 1994
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Investment Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
MBA, Finance
Drexel University 1985 — 1990
BS, Finance & Accounting
American Century Investment Management September 1999 - Present
Fiduciary Trust Company International 1996 - 1999
Brown Brothers Harriman 1995 - 1996
JP Morgan 1990 - 1994
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Investment Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
MBA, Finance
Drexel University 1985 — 1990
BS, Finance & Accounting
Ronald DiVacri's Brown Brothers Harriman Experience June 1996 - Present
Job System Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1996 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA
University of Massachusetts Boston 1987 — 1991
BS, Management
Medford high school 1983 — 1987
Brown Brothers Harriman June 1996 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA
University of Massachusetts Boston 1987 — 1991
BS, Management
Medford high school 1983 — 1987
Paul Wahmann's Brown Brothers Harriman Experience August 2005 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2005 - Present
Mellon Financial Corp. 1999 - 2005
Bankers Trust 1992 - 1999
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Alternative Investments, Investments, Fund Accounting, Portfolio Management, Asset Allocation, Investment Management, Relationship Management, Fund Administration, Fund Of Funds, Financial Analysis, Bloomberg
Education
Drexel University 1986 — 1991
Bachelor's degree, Accounting
Brown Brothers Harriman August 2005 - Present
Mellon Financial Corp. 1999 - 2005
Bankers Trust 1992 - 1999
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Alternative Investments, Investments, Fund Accounting, Portfolio Management, Asset Allocation, Investment Management, Relationship Management, Fund Administration, Fund Of Funds, Financial Analysis, Bloomberg
Education
Drexel University 1986 — 1991
Bachelor's degree, Accounting
Roni Richman Lally's Brown Brothers Harriman Experience 2004 - 2006
Job Accountant at General Dynamics
Industry Information Technology and Services
Experience
General Dynamics Information Technology October 2014 - Present
State Street February 2007 - June 2014
Brown Brothers Harriman 2004 - 2006
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Mutual Funds, Portfolio Management, Banking, Capital Markets, Securities, Financial Services, Investment Banking, Risk Management, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Asset Management, Valuation, Credit, Relationship Management
Education
Curry College 1997 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
General Dynamics Information Technology October 2014 - Present
State Street February 2007 - June 2014
Brown Brothers Harriman 2004 - 2006
Skills
Fixed Income, Equities, Derivatives, Bloomberg, Mutual Funds, Portfolio Management, Banking, Capital Markets, Securities, Financial Services, Investment Banking, Risk Management, Financial Analysis, Investments, Hedge Funds, Financial Modeling, Asset Management, Valuation, Credit, Relationship Management
Education
Curry College 1997 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Margaret Dinan's Brown Brothers Harriman Experience October 2009 - Present
Job Accounts Receivable Specialist at Aya Healthcare
Industry Financial Services
Experience
Aya Healthcare February 2015 - Present
Brown Brothers Harriman October 2009 - Present
Brown Brothers Harriman 2008 - 2009
Brown Brothers Harriman 2007 - 2008
Brown Brothers Harriman 2006 - 2007
Skills
Securities, Financial Services, Risk Management, Corporate Actions, Derivatives, Operational Excellence, Settlement, Bloomberg Terminal, Business Objects, Hyperion Performance..., Financial Risk, Global Custody, Data Analysis, Securities Lending, Emerging Markets
Education
Boston University - School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Dickinson College 2002 — 2006
Bachelor of Arts, International Business and Management
Bishop Guertin High School
Aya Healthcare February 2015 - Present
Brown Brothers Harriman October 2009 - Present
Brown Brothers Harriman 2008 - 2009
Brown Brothers Harriman 2007 - 2008
Brown Brothers Harriman 2006 - 2007
Skills
Securities, Financial Services, Risk Management, Corporate Actions, Derivatives, Operational Excellence, Settlement, Bloomberg Terminal, Business Objects, Hyperion Performance..., Financial Risk, Global Custody, Data Analysis, Securities Lending, Emerging Markets
Education
Boston University - School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Dickinson College 2002 — 2006
Bachelor of Arts, International Business and Management
Bishop Guertin High School
Sheree Walshe's Brown Brothers Harriman Experience August 2002 - January 2005
Job Compliance Manager at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2002 - January 2005
BBH August 2002 - January 2005
Skills
Securities, AML, Mutual Funds, Financial Services, Risk Management, Equities, Financial Risk, Corporate Governance, Series 7
Education
Cornell University 1992 — 1994
Bachelor of Science (BS), Applied Economics
State University of New York at Buffalo 1990 — 1992
Brown Brothers Harriman August 2002 - January 2005
BBH August 2002 - January 2005
Skills
Securities, AML, Mutual Funds, Financial Services, Risk Management, Equities, Financial Risk, Corporate Governance, Series 7
Education
Cornell University 1992 — 1994
Bachelor of Science (BS), Applied Economics
State University of New York at Buffalo 1990 — 1992
Samuel Kaplan's Brown Brothers Harriman Experience April 2008 - April 2012
Job Deal Advisory Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG US 2013 - 2013
Brown Brothers Harriman April 2008 - April 2012
Worcester District Attorney's Office October 2007 - April 2008
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Leadership, Auditing, Investment Banking, Accounting, Analysis, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Microsoft Office, Credit, Microsoft Excel, Finance
Education
Northeastern University - Graduate School of Business Administration
MS, Accounting & MBA
The Investment Banking Institute
Worcester Academy
Yale University
Bachelor’s Degree, Economics
KPMG US October 2013 - Present
KPMG US 2013 - 2013
Brown Brothers Harriman April 2008 - April 2012
Worcester District Attorney's Office October 2007 - April 2008
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Leadership, Auditing, Investment Banking, Accounting, Analysis, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Microsoft Office, Credit, Microsoft Excel, Finance
Education
Northeastern University - Graduate School of Business Administration
MS, Accounting & MBA
The Investment Banking Institute
Worcester Academy
Yale University
Bachelor’s Degree, Economics
Bill Hyder's Brown Brothers Harriman Experience October 2002 - Present
Job Manging Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2002 - Present
Sockwell Partners July 1998 - June 2000
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Davidson College 1992 — 1996
Brown Brothers Harriman October 2002 - Present
Sockwell Partners July 1998 - June 2000
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
Davidson College 1992 — 1996
Thomas Ahern's Brown Brothers Harriman Experience AssociateBrown Brothers HarrimanJuly 2007 - Present
Job Associate at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman AssociateBrown Brothers HarrimanJuly 2007 - Present
Investors Bank & Trust 1997 - 2007
Education
Dean College
Brown Brothers Harriman AssociateBrown Brothers HarrimanJuly 2007 - Present
Investors Bank & Trust 1997 - 2007
Education
Dean College
David Butts's Brown Brothers Harriman Experience July 2007 - May 2014
Job Managing Director at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
LaSalle Bank March 2003 - July 2007
Skills
Wealth Management, Estate Planning, Investments, Investment Management, Wealth Management..., Finance, Wealth, Tax, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Masters, Taxation
Radford University 1992 — 1996
BBA, Finance
Atlantic Trust May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
LaSalle Bank March 2003 - July 2007
Skills
Wealth Management, Estate Planning, Investments, Investment Management, Wealth Management..., Finance, Wealth, Tax, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Masters, Taxation
Radford University 1992 — 1996
BBA, Finance
Kristen Barry Beecher's Brown Brothers Harriman Experience October 2008 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman October 2008 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Microsoft Excel, PowerPoint, Valuation, Investments, Bloomberg Terminal, Business Development, Investment Management, Asset Management, Financial Analysis
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Brown Brothers Harriman October 2008 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Microsoft Excel, PowerPoint, Valuation, Investments, Bloomberg Terminal, Business Development, Investment Management, Asset Management, Financial Analysis
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Nancy Obler's Brown Brothers Harriman Experience 1989 - 1994
Job Partner at AMERRA Capital Management, LLC
Industry Investment Management
Experience
AMERRA Capital Management LLC April 2008 - Present
Societe Generale September 1997 - April 2008
Standard Chartered Bank 1994 - 1997
Brown Brothers Harriman 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, English
AMERRA Capital Management LLC April 2008 - Present
Societe Generale September 1997 - April 2008
Standard Chartered Bank 1994 - 1997
Brown Brothers Harriman 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Dartmouth College 1985 — 1989
BA, English
Samuel E. Byrd's Brown Brothers Harriman Experience February 2001 - September 2001
Job Technical Business Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Bank of America June 2013 - May 2014
Bank of America July 2012 - February 2013
Wells Fargo August 2011 - December 2011
Bank of America April 2010 - June 2011
Wachovia – a Wells Fargo Company February 2009 - February 2010
Bank of America February 2008 - July 2008
Accenture March 2005 - January 2008
Deutsche Bank September 2001 - January 2004
Brown Brothers Harriman February 2001 - September 2001
Skills
Financial Services, Investments, Leadership, Mutual Funds, Project Management, Banking, Risk Management, SharePoint, Consulting
Education
Dominican College of Blauvelt
BA, Humanities–Communication and Human Resource Management
Bank of America September 2014 - Present
Bank of America June 2013 - May 2014
Bank of America July 2012 - February 2013
Wells Fargo August 2011 - December 2011
Bank of America April 2010 - June 2011
Wachovia – a Wells Fargo Company February 2009 - February 2010
Bank of America February 2008 - July 2008
Accenture March 2005 - January 2008
Deutsche Bank September 2001 - January 2004
Brown Brothers Harriman February 2001 - September 2001
Skills
Financial Services, Investments, Leadership, Mutual Funds, Project Management, Banking, Risk Management, SharePoint, Consulting
Education
Dominican College of Blauvelt
BA, Humanities–Communication and Human Resource Management
Mike Zeier's Brown Brothers Harriman Experience July 2007 - May 2014
Job Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Financial Analysis
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Atlantic Trust Private Wealth Management May 2014 - Present
Brown Brothers Harriman July 2007 - May 2014
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
MBA, Financial Analysis
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Alison Rauh Ph.D.'s Brown Brothers Harriman Experience June 2008 - July 2008
Job Economist
Industry Research
Experience
Cornerstone Research August 2014 - Present
University of Chicago April 2013 - March 2014
University of Chicago Booth School of Business July 2011 - September 2011
Federal Reserve Bank of New York June 2010 - August 2010
Brown Brothers Harriman June 2008 - July 2008
Skills
Financial Modeling, Research, Stata, Data Analysis, Economics, Quantitative Analytics, Bloomberg Terminal, Econometrics, Statistics, SAS, R, Matlab, Economic Research
Education
University of Chicago 2011 — 2014
Ph.D., Economics
Davidson College 2007 — 2011
Bachelor's degree, Economics, 4.0/4.0
Cornerstone Research August 2014 - Present
University of Chicago April 2013 - March 2014
University of Chicago Booth School of Business July 2011 - September 2011
Federal Reserve Bank of New York June 2010 - August 2010
Brown Brothers Harriman June 2008 - July 2008
Skills
Financial Modeling, Research, Stata, Data Analysis, Economics, Quantitative Analytics, Bloomberg Terminal, Econometrics, Statistics, SAS, R, Matlab, Economic Research
Education
University of Chicago 2011 — 2014
Ph.D., Economics
Davidson College 2007 — 2011
Bachelor's degree, Economics, 4.0/4.0
Molly Kropp's Brown Brothers Harriman Experience February 2004 - September 2013
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Brown Brothers Harriman February 2004 - September 2013
Education
Northeastern University - Graduate School of Business Administration
MBA
University of New Hampshire
BS
Bank of America October 2013 - Present
Brown Brothers Harriman February 2004 - September 2013
Education
Northeastern University - Graduate School of Business Administration
MBA
University of New Hampshire
BS
Adam Packer's Brown Brothers Harriman Experience June 2007 - August 2009
Job Finance Manager at edX
Industry Information Technology and Services
Experience
Shorelight Education September 2015 - Present
edX November 2014 - September 2015
IBM July 2014 - November 2014
IBM July 2011 - July 2014
Brown Brothers Harriman June 2007 - August 2009
Skills
Forecasting, Business Planning, Capital Management, Working Capital..., Financial Analysis, Risk Management, Analysis, Business Strategy, Strategic Financial..., Finance, Strategy, Management, Financial Reporting, Financial Planning, Accounting
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Vermont
BA, Economics
Shorelight Education September 2015 - Present
edX November 2014 - September 2015
IBM July 2014 - November 2014
IBM July 2011 - July 2014
Brown Brothers Harriman June 2007 - August 2009
Skills
Forecasting, Business Planning, Capital Management, Working Capital..., Financial Analysis, Risk Management, Analysis, Business Strategy, Strategic Financial..., Finance, Strategy, Management, Financial Reporting, Financial Planning, Accounting
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Vermont
BA, Economics
Sheetal Kohli's Brown Brothers Harriman Experience July 2011 - Present
Job Oracle Developer at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2011 - Present
AIG Global Investment Group October 2006 - July 2011
Merrill Lynch April 2005 - March 2006
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, ETL, Data Modeling, SDLC, SQL, Unix, SQL Tuning, Datastage, Oracle, Databases, Database Design, Performance Tuning, Requirements Gathering, Asset Management
Education
Ministry of Information Technology 1996 — 2000
Master, Computer Applications
Delhi University 1993 — 1996
Bachelor of Science (B.Sc.), Physics
Brown Brothers Harriman July 2011 - Present
AIG Global Investment Group October 2006 - July 2011
Merrill Lynch April 2005 - March 2006
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, ETL, Data Modeling, SDLC, SQL, Unix, SQL Tuning, Datastage, Oracle, Databases, Database Design, Performance Tuning, Requirements Gathering, Asset Management
Education
Ministry of Information Technology 1996 — 2000
Master, Computer Applications
Delhi University 1993 — 1996
Bachelor of Science (B.Sc.), Physics
thomas kirkenmeier's Brown Brothers Harriman Experience February 1982 - July 1992
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust July 1992 - Present
Northern Trust 1992 - 2009
Brown Brothers Harriman February 1982 - July 1992
Skills
Asset Allocation, Wealth Management, Asset Management, Fixed Income, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Certified Financial..., Chartered Financial..., Chartered Life..., Registered CPA...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Accounting
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Northern Trust July 1992 - Present
Northern Trust 1992 - 2009
Brown Brothers Harriman February 1982 - July 1992
Skills
Asset Allocation, Wealth Management, Asset Management, Fixed Income, Equities, Investment Strategies, Financial Analysis, Financial Modeling, Certified Financial..., Chartered Financial..., Chartered Life..., Registered CPA...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
Master of Business Administration (MBA), Accounting
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Finance
Cindy Bergel Spector's Brown Brothers Harriman Experience 1986 - 1987
Job Adjunct Professor at Bentley University and Middlesex Community College
Industry Accounting
Experience
Bentley University 2012 - Present
Middlesex Community College 2005 - Present
Self Employed 2003 - 2006
ITS Associates 1987 - 1993
Brown Brothers Harriman 1986 - 1987
Gardner and Preston Moss 1984 - 1986
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Northeastern University 1980 — 1984
BS, Finance
Bentley University 2012 - Present
Middlesex Community College 2005 - Present
Self Employed 2003 - 2006
ITS Associates 1987 - 1993
Brown Brothers Harriman 1986 - 1987
Gardner and Preston Moss 1984 - 1986
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Northeastern University 1980 — 1984
BS, Finance
Dana Staples's Brown Brothers Harriman Experience March 1992 - April 2009
Job Technical Manager at Currently Retired
Industry Financial Services
Experience
Currently Retired April 2009 - Present
Brown Brothers Harriman March 1992 - April 2009
BBH 1992 - 2009
Comfed Savings Bank 1988 - 1992
Skills
SDLC, Fixed Income, Corporate Actions, Sybase, Fund Accounting, Securities, Systems Analysis, Requirements Analysis, Equities, Derivatives, Asset Managment, Oracle, SQL, Visio, Business Analysis
Education
Defense Language Institute 1967 — 1968
Certificate of Completion, Mandarin Chinese
University of Maine 1965 — 1966
Chemical Engineering
Currently Retired April 2009 - Present
Brown Brothers Harriman March 1992 - April 2009
BBH 1992 - 2009
Comfed Savings Bank 1988 - 1992
Skills
SDLC, Fixed Income, Corporate Actions, Sybase, Fund Accounting, Securities, Systems Analysis, Requirements Analysis, Equities, Derivatives, Asset Managment, Oracle, SQL, Visio, Business Analysis
Education
Defense Language Institute 1967 — 1968
Certificate of Completion, Mandarin Chinese
University of Maine 1965 — 1966
Chemical Engineering
stefan manz's Brown Brothers Harriman Experience July 2007 - May 2009
Job at Bank of America
Industry Financial Services
Experience
Brown Brothers Harriman July 2007 - May 2009
AXA 2000 - 2007
AXA Equitable 1997 - 2005
Prudential Investments 1997 - 2000
Skills
Product Development, Project Management, Leadership, Management, Mutual Funds, Risk Management, Business Analysis, Vendor Management
Education
Dominican College of Blauvelt 1984 — 1987
BS, Business Managment, Marketing
Brown Brothers Harriman July 2007 - May 2009
AXA 2000 - 2007
AXA Equitable 1997 - 2005
Prudential Investments 1997 - 2000
Skills
Product Development, Project Management, Leadership, Management, Mutual Funds, Risk Management, Business Analysis, Vendor Management
Education
Dominican College of Blauvelt 1984 — 1987
BS, Business Managment, Marketing
Bill Tyree's Brown Brothers Harriman Experience 1985 - 2014
Job Partner at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman & Co. January 2008 - Present
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman June 1992 - December 2007
Brown Brothers Harriman August 1985 - June 1992
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Dartmouth College 1981 — 1985
BA, English
Hotchkiss School 1978 — 1981
HS Diploma
Brown Brothers Harriman & Co. January 2008 - Present
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman 1985 - 2014
Brown Brothers Harriman June 1992 - December 2007
Brown Brothers Harriman August 1985 - June 1992
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Dartmouth College 1981 — 1985
BA, English
Hotchkiss School 1978 — 1981
HS Diploma
Tim Connelly's Brown Brothers Harriman Experience 1985 - Present
Job Partner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 1985 - Present
Boston College December 2014 - Present
Northeastern University December 2014 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1985
MBA, Business
Williams College 1977 — 1981
BA, History
Brown Brothers Harriman 1985 - Present
Boston College December 2014 - Present
Northeastern University December 2014 - Present
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1985
MBA, Business
Williams College 1977 — 1981
BA, History
jay L's Brown Brothers Harriman Experience April 2010 - July 2012
Job Experienced PM & BA
Industry Financial Services
Experience
AB February 2015 - Present
Brown Brothers Harriman April 2010 - July 2012
State Street December 2009 - April 2010
State Street September 2006 - November 2008
Skills
Project Management, Financial Services, Business Process..., Business Analysis..., Consulting
Education
Northeastern University
Master's degree, project management
Northeastern University - Graduate School of Business Administration
Master's degree, Finance
University of New Hampshire
Bachelor, Finance
AB February 2015 - Present
Brown Brothers Harriman April 2010 - July 2012
State Street December 2009 - April 2010
State Street September 2006 - November 2008
Skills
Project Management, Financial Services, Business Process..., Business Analysis..., Consulting
Education
Northeastern University
Master's degree, project management
Northeastern University - Graduate School of Business Administration
Master's degree, Finance
University of New Hampshire
Bachelor, Finance
Michael Masterson, CFA's Brown Brothers Harriman Experience 2001 - 2005
Job Principal & Portfolio Manager at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel August 2013 - November 2014
Goldman Sachs Trust Company 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1997 - 2001
Education
University of Baltimore School of Law 1998 — 2002
J.D., Trusts & Estates
Wright State University 1990 — 1992
Master of Business Administration (MBA), Finance
Cornell University 1986 — 1990
B.S., Indsustrial & Labor Relations
1919 Investment Counsel November 2014 - Present
Legg Mason Investment Counsel August 2013 - November 2014
Goldman Sachs Trust Company 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1997 - 2001
Education
University of Baltimore School of Law 1998 — 2002
J.D., Trusts & Estates
Wright State University 1990 — 1992
Master of Business Administration (MBA), Finance
Cornell University 1986 — 1990
B.S., Indsustrial & Labor Relations
Jacquelyn Ronan's Brown Brothers Harriman Experience June 2006 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2006 - Present
Skills
Equities, Securities, Fixed Income, Corporate Actions, Global Custody, Microsoft Excel, Microsoft Office, Lotus Notes, PowerPoint, Client Services, Financial Services, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Financial Modeling, Bloomberg, Investments, Hedge Funds, Alternative Investments
Education
Providence College 2002 — 2006
Bachelor's degree, Business Management & Spanish
D'Amore-McKim School of Business at Northeastern University
In the process of obtaining my MBA from Northeastern
Brown Brothers Harriman June 2006 - Present
Skills
Equities, Securities, Fixed Income, Corporate Actions, Global Custody, Microsoft Excel, Microsoft Office, Lotus Notes, PowerPoint, Client Services, Financial Services, Financial Analysis, Asset Management, Portfolio Management, Mutual Funds, Financial Modeling, Bloomberg, Investments, Hedge Funds, Alternative Investments
Education
Providence College 2002 — 2006
Bachelor's degree, Business Management & Spanish
D'Amore-McKim School of Business at Northeastern University
In the process of obtaining my MBA from Northeastern
Jay Porter's Brown Brothers Harriman Experience 2000 - 2002
Job Counsel at Bradley Arant Boult Cummings LLP
Industry Law Practice
Experience
Bradley Arant Boult Cummings LLP 2013 - Present
Haskell Slaughter Young & Rediker, LLC 2006 - 2013
Northern District of Alabama 2005 - 2006
Brown Brothers Harriman 2000 - 2002
Skills
Securities, Corporate Law, Legal Research, Litigation, Commercial Litigation, Civil Litigation, Class Actions, Arbitration, Legal Writing, Appeals, Employment Law, Product Liability, Trial Practice
Education
The University of Alabama School of Law 2002 — 2005
JD
Dartmouth College 1996 — 2000
AB, Classical Archaeology
Altamont
Bradley Arant Boult Cummings LLP 2013 - Present
Haskell Slaughter Young & Rediker, LLC 2006 - 2013
Northern District of Alabama 2005 - 2006
Brown Brothers Harriman 2000 - 2002
Skills
Securities, Corporate Law, Legal Research, Litigation, Commercial Litigation, Civil Litigation, Class Actions, Arbitration, Legal Writing, Appeals, Employment Law, Product Liability, Trial Practice
Education
The University of Alabama School of Law 2002 — 2005
JD
Dartmouth College 1996 — 2000
AB, Classical Archaeology
Altamont
Claire Byrne's Brown Brothers Harriman Experience February 2012 - May 2012
Job Manager, Mobile Publisher Development at BrightRoll
Industry Marketing and Advertising
Experience
BrightRoll June 2013 - Present
BrightRoll May 2012 - June 2013
Brown Brothers Harriman February 2012 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Brown Brothers Harriman June 2010 - August 2010
Associated Press January 2010 - March 2010
Skills
Mobile Devices, Online Advertising, Analytics, Digital Media, Digital Marketing, Mobile Advertising, Digital Strategy, Google Analytics, Web Analytics, Display Advertising, Management, Social Media, Mobile Marketing, Marketing, Social Media Marketing
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), History
Rye High School 2003 — 2007
BrightRoll June 2013 - Present
BrightRoll May 2012 - June 2013
Brown Brothers Harriman February 2012 - May 2012
Brown Brothers Harriman June 2011 - February 2012
Brown Brothers Harriman June 2010 - August 2010
Associated Press January 2010 - March 2010
Skills
Mobile Devices, Online Advertising, Analytics, Digital Media, Digital Marketing, Mobile Advertising, Digital Strategy, Google Analytics, Web Analytics, Display Advertising, Management, Social Media, Mobile Marketing, Marketing, Social Media Marketing
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), History
Rye High School 2003 — 2007
Scotty Neasbitt's Brown Brothers Harriman Experience 1997 - 2000
Job Lead Pastor at Northwest Hills Community Church
Industry Religious Institutions
Experience
Northwest Hills Community Church October 2006 - Present
Fossil August 2001 - September 2006
Brown Brothers Harriman 1997 - 2000
Skills
Community Outreach, Public Speaking, Non-profits, Leadership Development, Teaching, Preaching, Nonprofits, Pastoral Care, Volunteer Management, Theology, Discipleship, Biblical Studies, Church Events, Pastoral Counseling, Team Building
Education
Dallas Theological Seminary 2001 — 2005
ThM, Pastoral Leadership
Nyack College 1994 — 1997
BA, Psychology
Senior Pastor Coaching Network with Nelson Searcy
Northwest Hills Community Church October 2006 - Present
Fossil August 2001 - September 2006
Brown Brothers Harriman 1997 - 2000
Skills
Community Outreach, Public Speaking, Non-profits, Leadership Development, Teaching, Preaching, Nonprofits, Pastoral Care, Volunteer Management, Theology, Discipleship, Biblical Studies, Church Events, Pastoral Counseling, Team Building
Education
Dallas Theological Seminary 2001 — 2005
ThM, Pastoral Leadership
Nyack College 1994 — 1997
BA, Psychology
Senior Pastor Coaching Network with Nelson Searcy
Charles Winn, CFA's Brown Brothers Harriman Experience 2001 - 2005
Job Chief Sales and Marketing Officer at Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Convergent Wealth Advisors December 2014 - Present
Convergent Wealth Advisors 2013 - Present
Goldman Sachs 2005 - 2013
Brown Brothers Harriman 2001 - 2005
Bank of America 1989 - 2001
Education
CFA Designation
Davidson College 1985 — 1989
The Salisbury School 1982 — 1985
The Buckley School 1974 — 1982
Jennifer Cecchi, MBA's Brown Brothers Harriman Experience October 2014 - Present
Job Associate, Senior Risk Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman June 2011 - October 2014
State Street Bank November 2010 - June 2011
State Street Corporation (Investors Bank and Trust) September 2006 - November 2010
MEDITECH October 2005 - June 2006
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, International Business, Marketing
Marist College 2001 — 2005
BA, Mathematics, Business, Studio Art
Scuola Lorenzo De'Medici
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman June 2011 - October 2014
State Street Bank November 2010 - June 2011
State Street Corporation (Investors Bank and Trust) September 2006 - November 2010
MEDITECH October 2005 - June 2006
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, International Business, Marketing
Marist College 2001 — 2005
BA, Mathematics, Business, Studio Art
Scuola Lorenzo De'Medici
Robert Vincent's Brown Brothers Harriman Experience January 2015 - April 2015
Job Wellington Management, Trust Administration Analyst
Industry Financial Services
Experience
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Wellington Management May 2015 - Present
Brown Brothers Harriman January 2015 - April 2015
State Street Bank and Trust December 2011 - July 2014
State Street Bank and Trust June 2011 - December 2011
State Street September 2008 - June 2011
State Street Bank and Trust March 2007 - September 2008
Sun Life Financial August 2005 - March 2007
Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting
Education
Curry College 2004 — 2005
Curry College 2001 — 2005
Bachelor, Communications
Youngsoo Park's Brown Brothers Harriman Experience July 2012 - December 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
Brown Brothers Harriman July 2012 - December 2013
Education
Dartmouth College 2008 — 2012
Bachelor's Degree, Economics and Asian & Middle Eastern Studies (AMES)
J.P. Morgan December 2013 - Present
Brown Brothers Harriman July 2012 - December 2013
Education
Dartmouth College 2008 — 2012
Bachelor's Degree, Economics and Asian & Middle Eastern Studies (AMES)
Noah J. Schmidt, J.D.'s Brown Brothers Harriman Experience June 2011 - September 2011
Job Junior Associate at Schmidt Salzman & Moran, LTD.
Industry Law Practice
Experience
Schmidt Salzman & Moran, LTD. August 2015 - Present
Schmidt Salzman & Moran, LTD. May 2014 - August 2014
Illinois Legal Aid Online February 2014 - August 2014
Cook County State's Attorney's Office May 2013 - August 2013
MB Financial Bank June 2012 - September 2012
Denver District Attorney's Office September 2011 - May 2012
Brown Brothers Harriman June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Financial Analysis, Social Media, Research, Customer Service, Market Research, Legal Research, Real Estate Tax Appeals, Legal Writing, Leadership, French
Education
DePaul University College of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Economics, Business Ethics & Legal Studies
Institute for American Universities; Aix-en-Provence, France 2010 — 2011
French & International Economics
Brewster Academy - Wolfeboro, NH 2004 — 2008
The Avery Coonley School - Downers Grove, IL 1993 — 2004
Schmidt Salzman & Moran, LTD. August 2015 - Present
Schmidt Salzman & Moran, LTD. May 2014 - August 2014
Illinois Legal Aid Online February 2014 - August 2014
Cook County State's Attorney's Office May 2013 - August 2013
MB Financial Bank June 2012 - September 2012
Denver District Attorney's Office September 2011 - May 2012
Brown Brothers Harriman June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Financial Analysis, Social Media, Research, Customer Service, Market Research, Legal Research, Real Estate Tax Appeals, Legal Writing, Leadership, French
Education
DePaul University College of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Economics, Business Ethics & Legal Studies
Institute for American Universities; Aix-en-Provence, France 2010 — 2011
French & International Economics
Brewster Academy - Wolfeboro, NH 2004 — 2008
The Avery Coonley School - Downers Grove, IL 1993 — 2004
Tasia Stuart's Brown Brothers Harriman Experience November 2012 - July 2013
Job Coordinator, Retail Development at Nickelodeon
Industry Entertainment
Experience
Nickelodeon March 2014 - Present
Nickelodeon July 2013 - March 2014
Brown Brothers Harriman November 2012 - July 2013
Brown Brothers Harriman January 2011 - October 2012
Brown Brothers Harriman November 2009 - December 2010
Prudential Capital Group July 2008 - July 2009
Skills
Asset Management, Financial Analysis, Equities, Financial Modeling, Fixed Income, Investments, Financial Reporting, Bloomberg, Wealth Management
Education
DePaul University 2004 — 2008
Bachelor of Science in Commerce, Finance Honors, Accounting Minor
Eagan High School
Nickelodeon March 2014 - Present
Nickelodeon July 2013 - March 2014
Brown Brothers Harriman November 2012 - July 2013
Brown Brothers Harriman January 2011 - October 2012
Brown Brothers Harriman November 2009 - December 2010
Prudential Capital Group July 2008 - July 2009
Skills
Asset Management, Financial Analysis, Equities, Financial Modeling, Fixed Income, Investments, Financial Reporting, Bloomberg, Wealth Management
Education
DePaul University 2004 — 2008
Bachelor of Science in Commerce, Finance Honors, Accounting Minor
Eagan High School
Sheree Walshe's Brown Brothers Harriman Experience September 2002 - January 2005
Job Compliance Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2002 - January 2005
Goldman Sachs July 2000 - November 2001
LPL Financial January 1999 - July 2000
LPL Financial August 1995 - January 1999
Skills
Financial Services
Education
Cornell University 1992 — 1995
Bachelor of Science (BS), Applied Economics/Marketing/Management
Brown Brothers Harriman September 2002 - January 2005
Goldman Sachs July 2000 - November 2001
LPL Financial January 1999 - July 2000
LPL Financial August 1995 - January 1999
Skills
Financial Services
Education
Cornell University 1992 — 1995
Bachelor of Science (BS), Applied Economics/Marketing/Management
Katherine McGaugh (nee McConville)'s Brown Brothers Harriman Experience September 2009 - Present
Job Senior Vice President, Senior Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
State Street January 2003 - September 2009
Goodwin Procter LLP August 1998 - January 2003
Education
Boston College Law School (magna cum laude, Order of the Coif)
Doctor of Law (JD)
Dartmouth College
Bachelor of Arts (BA), English Literature
Brown Brothers Harriman September 2009 - Present
State Street January 2003 - September 2009
Goodwin Procter LLP August 1998 - January 2003
Education
Boston College Law School (magna cum laude, Order of the Coif)
Doctor of Law (JD)
Dartmouth College
Bachelor of Arts (BA), English Literature
Amanda Pisano-Noyes's Brown Brothers Harriman Experience December 2007 - Present
Job System Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman & Co January 2004 - Present
Brown Brothers Harriman October 2005 - December 2007
Brown Brothers Harriman May 2005 - December 2007
Brown Brothers Harriman July 2004 - October 2005
State Street Corporation January 2000 - January 2003
Education
Curry College 1994 — 1999
B.A, English
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman & Co January 2004 - Present
Brown Brothers Harriman October 2005 - December 2007
Brown Brothers Harriman May 2005 - December 2007
Brown Brothers Harriman July 2004 - October 2005
State Street Corporation January 2000 - January 2003
Education
Curry College 1994 — 1999
B.A, English
Jonathan (JT) Frucci's Brown Brothers Harriman Experience April 2003 - February 2015
Job Operations Specialist Mailroom at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2003 - February 2015
Cintas December 2000 - April 2003
Fidelity Investments November 1999 - December 2000
Skills
MS EXCEL - ALWAYS..., Customer Service, Process Improvement, Microsoft Office, Leadership, Project Management, Microsoft Word, Microsoft Excel, Event Planning, Sales, Strategic Planning
Education
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Brown Brothers Harriman April 2003 - February 2015
Cintas December 2000 - April 2003
Fidelity Investments November 1999 - December 2000
Skills
MS EXCEL - ALWAYS..., Customer Service, Process Improvement, Microsoft Office, Leadership, Project Management, Microsoft Word, Microsoft Excel, Event Planning, Sales, Strategic Planning
Education
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Curry College 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Jerome Di Paola's Brown Brothers Harriman Experience March 1985 - May 2000
Job Financial Services Professional
Industry Financial Services
Experience
Georgeson Securities 2003 - 2011
Georgeson Securities 2003 - 2011
Brown Brothers Harriman March 1985 - May 2000
Education
CUNY New York City College of Technology
I ONLY STUDIED THERE FOR 2 YEARS
W.M. E Grady Voc & Tech High School
Machine Tool Technology/Machinist
Georgeson Securities 2003 - 2011
Georgeson Securities 2003 - 2011
Brown Brothers Harriman March 1985 - May 2000
Education
CUNY New York City College of Technology
I ONLY STUDIED THERE FOR 2 YEARS
W.M. E Grady Voc & Tech High School
Machine Tool Technology/Machinist
Kristina Webster's Brown Brothers Harriman Experience 1988 - 1990
Job Internet Professional
Industry Internet
Experience
Alibris 1999 - 2005
Random House 1995 - 1999
The Walt Disney Company 1994 - 1995
Time Inc. 1993 - 1994
Revlon 1990 - 1991
Brown Brothers Harriman 1988 - 1990
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Science (B.S.)
Alibris 1999 - 2005
Random House 1995 - 1999
The Walt Disney Company 1994 - 1995
Time Inc. 1993 - 1994
Revlon 1990 - 1991
Brown Brothers Harriman 1988 - 1990
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Science (B.S.)
Paula Penkal's Brown Brothers Harriman Experience 2000 - 2003
Job Senior Credit Analyst at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 2007 - Present
EH Capital 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Credit Research, Financial Modeling, Relative Value Analysis, Debt Capital Markets, Industry Analysis, Risk Analysis, High Yield Investments, Credit, Competitive Analysis, Analysis, Portfolio Management, Capital Markets, Bonds, Credit Rating, Leveraged Finance, High Yield, Structured Finance, Financial Structuring, Fixed Income, Investments, Hedge Funds, Bloomberg
Education
Drexel University
Bachelor of Science (B.S.), International Area Studies
Deutsche Asset Management 2007 - Present
EH Capital 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Credit Research, Financial Modeling, Relative Value Analysis, Debt Capital Markets, Industry Analysis, Risk Analysis, High Yield Investments, Credit, Competitive Analysis, Analysis, Portfolio Management, Capital Markets, Bonds, Credit Rating, Leveraged Finance, High Yield, Structured Finance, Financial Structuring, Fixed Income, Investments, Hedge Funds, Bloomberg
Education
Drexel University
Bachelor of Science (B.S.), International Area Studies
Renzo Vescio's Brown Brothers Harriman Experience June 1999 - September 2004
Job Treasury Analyst at Citco Fund Services
Industry Information Technology and Services
Experience
Citco Fund Services March 2014 - Present
Genpact Headstrong Capital Markets February 2007 - March 2014
GFI Group September 2004 - February 2007
Brown Brothers Harriman June 1999 - September 2004
Education
Drew University 1995 — 1999
Bachelor of Arts (BA), Economics
Citco Fund Services March 2014 - Present
Genpact Headstrong Capital Markets February 2007 - March 2014
GFI Group September 2004 - February 2007
Brown Brothers Harriman June 1999 - September 2004
Education
Drew University 1995 — 1999
Bachelor of Arts (BA), Economics
Sara Proulx's Brown Brothers Harriman Experience June 1999 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1999 - Present
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman June 1999 - Present
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation