Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Brown Brothers Harriman September 2015 - Present
Soto Ventures June 2015 - September 2015
IPG June 2014 - August 2014
Orion Trading Worldwide May 2014 - August 2014
A.T. Cross Company June 2013 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Teaching, Research, Microsoft Office, Microsoft Word, Social Media, Higher Education, Event Planning, SPSS, Nonprofits, Salesforce.com, Sales Development, Inside Sales
Education
Fairfield University 2011 — 2015
Finance, General
SmartBear Software April 2015 - Present
SmartBear Software June 2014 - May 2015
Riverbed Technology October 2013 - May 2014
Riverbed Performance Management/ OPNET Technolgies May 2012 - September 2013
BGC Partners April 2011 - February 2012
Hilliard Farber & Co., Inc. September 2005 - April 2011
Brown Brothers Harriman February 2004 - September 2005
James W. Flett Co., Inc. May 1999 - February 2004
Skills
Series 7, Series 63, Customer Relations, Bloomberg, Microsoft Office, Solution Selling, Account Management, New Business Development, Sales Management, Lead Generation, Customer Service..., Fixed Income, Cold Calling, Cloud Computing, Enterprise Software, Sales, Management, Leadership, Salesforce.com, SaaS, Sales Process, Direct Sales, Business Development
Education
Fairfield University 1999 — 2003
Business, Marketing
Belmont High School 1995 — 1999
High School Diploma
ALPS, A DST Company May 2014 - August 2015
Brown Brothers Harriman March 2014 - May 2014
State Street July 2012 - May 2013
Barton Associates Inc. January 2012 - June 2012
Accountemps September 2011 - December 2011
Cape Ann Savings Bank June 2008 - August 2011
E.I.T.C. January 2011 - May 2011
Skills
Quickbooks, Excel, Internet Research, Word, PowerPoint, Customer Service, Microsoft Office, Accounting, Time Management, Microsoft Excel, Outlook, QuickBooks, Recruiting, Sales, Data Analysis, Teamwork, Data Entry, Microsoft Word
Education
Emmanuel College 2007 — 2011
BA, Business Management/Accounting
Gloucester High School 2004 — 2007
John Hancock Investments March 2015 - Present
John Hancock Investments November 2013 - February 2015
Pepperdine University Graziadio School of Business and Management August 2011 - May 2013
Davie Brown Entertainment 2012 - 2012
Brown Brothers Harriman July 2010 - June 2011
Brown Brothers Harriman August 2008 - July 2010
Skills
Mac/PC proficient, Excel, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Social Media, Market Research, Data Analysis, Team Leadership, Social Media Marketing, Marketing Strategy, Business Strategy, Marketing, Business Development, Business Planning, Competitive Analysis, Online Marketing, Analytics, Leadership, Management, Marketing Research, Social Networking, Product Development, Finance, Strategic Partnerships, Strategy, Strategic Planning, Portfolio Management, Analysis, Financial Modeling, Market Analysis, CRM, Financial Analysis, Entrepreneurship, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, International Business
Providence College 2004 — 2008
Bachelor of Science, Finance
ESSEC - ESSEC Business School
International MBA Exchange
Radius Bank April 2014 - Present
Radius Bank September 2013 - June 2014
Brown Brothers Harriman August 2012 - September 2013
Brown Brothers Harriman July 2010 - August 2012
Skills
Strategic Partnerships, Product Development, Project Management, Partner Management, Process Improvement, Marketing, Partnership-building, Financial Analysis, Financial Services, Investments, Microsoft Excel, Mutual Funds, Securities, Fixed Income, Equities, Hedge Funds, Derivatives, Bloomberg, Asset Managment, Fund Accounting, Corporate Actions, Analysis, Banking, Client Services, Finance, Financial Modeling, Risk Management, Valuation
Education
Suffolk University 2012 — 2015
Master’s Degree, Financial Services and Banking
Endicott College 2006 — 2010
Bachelor of Science, Business Administration, Finance, General
JPMorgan Chase June 2014 - Present
Southwest Securities 2013 - 2014
Southwest Securities October 2011 - February 2013
Southwest Securities September 2009 - October 2011
Southwest Securities June 2010 - July 2011
Southwest Securities October 2007 - 2009
Brown Brothers Harriman June 2006 - July 2007
Skills
Series 7, FINRA (NASD) Series 66, Series 24, Series 53, Securities, Risk Management, Mutual Funds, Due Diligence, Financial Services, Legal Research, Management, Financial Analysis, Legal Writing, Banking, SQL, Microsoft Excel, Microsoft Access, VBA
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University Dedman School of Law 2009 — 2013
Juris Doctor (J.D.), Law
Excelsior College 2008 — 2008
Bachelor of Science (B.S.), Art, Philosophy, and Literature
United States Military Academy at West Point 2002 — 2006
Art, Philosophy, and Literature
InterCall June 2003 - Present
Brown Brothers Harriman September 2002 - May 2003
Skills
Webinars, Software Industry, Managed Services, SaaS, Video Conferencing, Cold Calling, Adobe Connect, Tandberg, Collaboration Solutions, Customer Retention, VoIP, Selling, Salesforce.com, Unified Communications, Lead Generation, Demand Generation, Marketing Automation, Live Meeting, Product Marketing, Channel Partners, Sales Presentations, Hosted Services, Account Management, WebEx, Telecommunications, Streaming Media, Direct Sales, Telepresence, Email Marketing, Sales Enablement, Trade Shows, Webcasting, Sales Process, Sales Operations, Enterprise Software, Strategic Partnerships, B2B, Professional Services, Cloud Computing, Product Management, CRM, Solution Selling, Audio Conferencing, B2B Marketing, Go-to-market Strategy, International Sales, Partner Management, Competitive Analysis, Co-location, Mobile Devices
Education
Fairfield University 1998 — 2002
International Finance, Spanish
Universidad de Sevilla 2000 — 2001
International Finance, Spanish Language and Literature
Prudential Financial July 2006 - Present
Brown Brothers Harriman 2000 - 2006
Skills
Microsoft Office..., PeopleSoft, ELMS, COMS, WorkShare Protect, Adobe Connect, Adobe Photoshop, Outlook, Lotus Notes 8.5, iManage/Interwoven, Time Management, Lotus Notes, Budgets, Project Management, Strategy, Management, Evaluation/Feedback..., Microsoft Office..., Administration, Photoshop, Public Speaking, Process Improvement
Education
Villanova University 2015 — 2015
Master's Degree, Project Management
Excelsior College 2009 — 2014
Master of Business Administration (M.B.A.), MBA, GPA 3.92
First Republic Bank March 2015 - Present
Brown Brothers Harriman October 2014 - March 2015
Alamance Self Storage September 2013 - May 2014
Cambridge Savings Bank May 2013 - August 2013
ViaSouth August 2012 - September 2012
Scituate Harbor Yacht Club June 2012 - September 2012
Harmon Golf Club June 2011 - 2011
London Harness Company December 2008 - August 2010
Francesca's Collections October 2009 - March 2010
Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, Microsoft Office, Excel, Word, Outlook, Spreadsheets, Access, Facebook, Retail, YouTube, Qualtrics, SPSS, CRM
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Marketing & Entrepreneurship Double Major
Hingham High School 2006 — 2010
Brown Brothers Harriman July 2015 - Present
State Street Bank June 2012 - July 2015
State Street Bank July 2011 - July 2012
State Street Bank March 2007 - July 2011
State Street Bank October 2005 - March 2007
State Street November 2000 - October 2005
Skills
Accounting, Mutual Funds, Portfolio Management, Training, Auditing, Financial Services, Trading, Accounts Payable, Human Resources, Fund Accounting, Tax, Cash Flow, Corporate Actions, Internal Audit, Customer Service, Equities, Banking, Finance, Securities, Asset Management, Investments, Risk Management, Fixed Income, Bloomberg
Education
Fisher College 2012 — 2014
University of Houston 1995 — 1999
JP Morgan Chase August 2009 - September 2015
JPMorgan Chase & Co. August 2009 - September 2015
Brown Brothers Harriman May 2007 - November 2008
Citi May 2004 - May 2007
Deutsche Bank May 1998 - March 2003
Bankers Trust April 1996 - May 1998
Skills
Management, Integration, Financial Services, Project Management, Product Development, Operations Management, Fixed Income, Equities, Troubleshooting, Derivatives, Customer Retention, Securities, Capital Markets, Banking, Middle Office, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Investment Finance
Marston Beacon Hill December 2014 - Present
Brown Brothers Harriman April 2014 - November 2014
O'Malley & Harvey, LLP May 2013 - December 2013
Big Brothers Big Sisters of Western New Hampshire July 2012 - August 2012
Wolf & Company, P.C. January 2012 - April 2012
Keene State College - Grounds Department May 2010 - September 2011
Skills
Legal Writing, Legal Research, Research, Privacy Law, Social Media, Fundraising, Economics, Econometrics, Stata, Data Analysis, Data Entry, Microsoft Excel, Microsoft Office, Statistics, Tax Preparation, Nonprofits, Non-profit Volunteer, Administrative..., PowerPoint, Customer Service, Public Speaking, Financial Analysis
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Economics, Minor in International Affairs
Emerson College 2009 — 2010
Writing, Literature, & Publishing
Brown Brothers Harriman December 2014 - Present
JP Morgan Chase June 2013 - Present
Northwestern Mutual Financial Network June 2011 - December 2011
PC Richard & Son 2008 - 2010
Education
University of Durham 2012 — 2014
Master of Science (MS), Finance and Accounting
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor of Science (BS), Finance
City of Boston May 2015 - Present
City of Boston April 2013 - May 2015
City of Boston January 2010 - April 2013
Brown Brothers Harriman February 2009 - December 2009
Brown Brothers Harriman October 2008 - January 2009
Robert Half International June 2008 - August 2008
Oakmont Partners January 2008 - May 2008
Skills
Analysis, Process Improvement, Government Procurement, Health Insurance, Local Government, Planning Budgeting &..., Business Planning, Finance, Mergers & Acquisitions, Public Speaking, Management, Budgets, Human Resources, Public Relations, Policy, Data Analysis, Financial Analysis, Microsoft Office, Research, Leadership
Education
Boston University 2013 — 2016
Master of Business Administration (MBA), Health Sector Management
Harvard Kennedy School of Government 2013 — 2013
Executive Education, Shaping Healthcare Delivery Policy 2013
Emmanuel College 2005 — 2008
Bachelor of Arts, Management, Minor in Economics
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman November 2010 - Present
Brown Brothers Harriman May 2007 - November 2010
Walgreens September 2000 - May 2007
Skills
Mutual Funds, Securities, Equities, Financial Services, Investments, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Financial Analysis, Customer Service, Pharmacy
Education
Endicott College 2004 — 2007
Bachelor of Science (B.S.), Business Administration
University of South Florida 2002 — 2003
Massachusetts General Hospital January 2014 - Present
Harvard University August 2013 - January 2014
Brown Brothers Harriman July 2007 - August 2013
Skills
Corporate Events, Marketing Communications, Event Planning, Healthcare, Marketing, Nursing, Social Media, Event Management, Marketing Strategy, Budgets, Microsoft Word, Public Speaking
Education
MGH Institute of Health Professions 2015 — 2016
Accelerated BSN, Registered Nursing/Registered Nurse
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.)
Royal Label Co June 1997 - Present
Brown Brothers Harriman April 1994 - June 1997
Mellon Bank February 1992 - April 1994
AAA May 1991 - February 1992
Massachusetts Office of Travel and Tourism January 1988 - January 1990
Skills
Strategic Planning, New Business Development, Negotiation, Sales Management, Account Management, Operations Management, Sales, Marketing Strategy, Offset Printing, Product Development, Digital Printing, Forecasting, Process Improvement, Business Strategy
Education
Emmanuel College 1985 — 1988
BA, Business Management & Psychology
Lasell College 1983 — 1985
AS, Business
Archbishop Williams 1979 — 1983
BNY Mellon 1995 - Present
Brown Brothers Harriman 1986 - 1995
Skills
Global Custody, Settlement, Corporate Actions, Securities, Securities Lending, Fixed Income, Back Office, Equities, Fund Administration, Middle Office, SWIFT payments, Fund Accounting, Collateral Management, Banking, Mutual Funds, Financial Services, Derivatives
Education
Fairfield University
Brown Brothers Harriman June 2015 - Present
PerkinElmer July 2012 - May 2015
CW Financial Services LLC March 2008 - July 2012
State Street Corporation August 2007 - March 2008
PricewaterhouseCoopers August 2002 - June 2007
Skills
Talent Acquisition, College Recruiting, Onboarding, Human Resources, Applicant Tracking..., Employee Relations, Talent Management, Employee Benefits, Recruiting, Succession Planning, Leadership, Management, Personnel Management, Benefits Administration, New Hire Orientations, Vendor Management, HRIS, Deferred Compensation
Education
Northeastern University 2012 — 2014
Master of Science (MS), Corporate & Organizational Communication / Human Resources
Eastern Nazarene College 2009 — 2009
Certificate, Human Resources
Manhattan College 1998 — 2002
BS, Accounting
Oracle August 2015 - Present
Accordant Media June 2014 - August 2015
Tapad January 2012 - June 2014
Publicis Groupe October 2010 - January 2012
Publicis Groupe 2009 - October 2010
Brown Brothers Harriman August 2008 - February 2009
Skills
Process Development, Digital Marketing, Campaign Management, Media Buying, Search, Mobile Technology, Mobile Advertising, Connected Devices, Digital Strategy, Mobile Marketing, Online Advertising, Digital Media, E-commerce, Display Advertising, SEO, Advertising, comScore, Process Simulation, Ad Serving, Behavioral Targeting, Ad Exchanges, Media Planning, SEM, Ad Networks, Interactive Marketing, Analytics
Education
Emory University
BA, Economics
Brookline High School
State Street June 2015 - Present
State Street January 2013 - June 2015
Morgan Stanley August 2012 - January 2013
AMERIPRISE FINANCIAL January 2012 - April 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Social Media, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
B.S.B.A., Finance
University of International Business and Economics 2010 — 2010
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman June 2011 - Present
Brown Brothers Harriman November 2010 - June 2011
Brown Brothers Harriman August 2008 - January 2011
Columbia Wanger Asset Management September 2005 - May 2008
State Street Corporation 2004 - 2005
Skills
Mutual Funds, Bloomberg, Securities, Hedge Funds, Financial Reporting, Fixed Income, Equities, Financial Services, Asset Management, Corporate Actions
Education
Fairfield University 2000 — 2004
BS, Mathematics
National University of Ireland, Galway 2003 — 2003
Summit Partners November 2014 - Present
Brown Brothers Harriman September 2013 - November 2014
Walpole Recreation Department June 2013 - August 2013
Realty Financial Partners June 2012 - August 2012
Jackson Lewis LLP June 2010 - June 2010
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Arts (BA), Economics
The Depository Trust & Clearing Corporation October 2009 - August 2014
Brown Brothers Harriman July 2004 - October 2009
Kelly June 2002 - December 2003
JPMorgan Chase & Co. July 1995 - August 2001
Skills
EDS/Tax Reclaim..., Physical Securities, Mutual Funds, Broker to Broker Claims, Fixed Income,, Foreign Currency..., Account Reconciliation, Fail Trades, Cross-functional..., Job Coaching, Process Improvement, Procedure Review, Problem Solving, Bond Interest, OFAC, stock record position..., DTCC PBS/PTS systems, CDS, W-8, W-9,..., Dividend announcements, Dividend Processing, Cash Settlements, Client Liaison, Client Services, Accounts Payable, Accounts Receivable, Dividends, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Depositary Reciepts
Education
Essex County College
Associates in Applied Science, Business Administration and Management, General, 3.68/4.0 GPA
Eagle Investment Systems February 2012 - Present
Brown Brothers Harriman March 2011 - February 2012
Brown Brothers Harriman April 2010 - March 2011
Brown Brothers Harriman March 2008 - April 2010
Brown Brothers Harriman August 2006 - December 2007
State Street February 2005 - August 2006
Skills
SQL, Financial Services, Databases, Mutual Funds, Fund Accounting, Fixed Income, Corporate Actions, Analysis, Business Analysis, Equities, User Acceptance Testing, Portfolio Management, Bloomberg
Education
Emmanuel College 2000 — 2004
Bachelor of Arts (BA), Economics and Management
Brown Brothers Harriman March 2015 - Present
Spinney Creek Shellfish May 2010 - March 2015
Northwestern Mutual August 2013 - December 2013
South Berwick Water District May 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Team Leadership, Financial Analysis, Financial Statements, Organizational..., Statistics, General Administrative..., Time Management, Computer Science, C++, HTML, CSS, Outdoor Recreation, Scuba Diving, CAD, Mechanical Aptitude, Automotive Repair, Customer Service, Social Networking
Education
Endicott College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Marshwood High School 2006 — 2010
Marshwood High School 2006 — 2010
Endicott College
Business Administration
Informa August 2015 - Present
Brown Brothers Harriman March 2015 - August 2015
State Street August 2014 - March 2015
Fon March 2013 - August 2013
Jumpstart September 2009 - July 2012
MFS Investment Management July 2011 - January 2012
YMCA October 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Bloomberg Terminal, Finance, Accounting, Customer Service, PowerPoint, Time Management, Management, Financial Analysis, Data Analysis, Leadership, Spanish, Outlook, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.) in International Business, Dual Degree Program (American-Spanish), Concentrations: Finance and Accounting, Minor: Spanish, GPA: 3.3/4.0
Universidad Pontificia Comillas 2012 — 2014
Bachelor of Business Administration (BBA), ICADE: International Management, Finance (E4)
ESIC: Business & Marketing School 2012 — 2012
Certificate of Language Proficiency, Spanish Language and Literature
CLIC International House 2011 — 2011
Certificate of Language Proficiency, Spanish Language and Literature
Joseph A. Foran High School 2005 — 2009
High School, GPA: 3.5
Brown Brothers Harriman January 2015 - July 2015
PwC June 2014 - August 2014
HCL Technologies June 2013 - September 2013
Kool kids January 2011 - January 2012
Skills
Teamwork, PowerPoint, Leadership, Social Media, Organization, Data Analysis, Business Strategy, Enthusiast, Research, Passion for Helping..., Communication Skills
Education
Northeastern University 2014 — 2016
Bachelor of Science in International Business (BSIB), Finance
Dublin City University 2012 — 2014
BA in Global Business (USA) (Bachelor Honours Degree)
Loreto College Cavan 2007 — 2012
Ross Stores, Inc. September 2014 - Present
Deloitte August 2012 - September 2014
Primus Power June 2011 - August 2011
Brown Brothers Harriman April 2007 - April 2010
JNK Securities January 2004 - March 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA)
CFA Institute
CFA Charterholder
Duke University 1999 — 2003
BS, Economics
Novartis Institute for BioMedical Research September 2015 - Present
Novartis Vaccines and Diagnostics January 2013 - August 2015
Bain Capital April 2012 - December 2012
RoyScope January 2012 - April 2012
State Street April 2008 - January 2012
Brown Brothers Harriman 2006 - 2008
Modus Media International 1997 - 2006
Skills
Event Planning, Financial Services, Social Media Marketing, Project Management, CRM, Marketing Communications, Social Media, Marketing, Marketing Strategy, New Business Development, Sales Management, Strategy, Start-ups, Social Networking, Digital Marketing, Salesforce.com, Strategic Planning, Market Research, Contract Negotiation, Sales, Business Strategy, Management, Email Marketing, Account Management, Leadership, Online Advertising, Business Development, Team Leadership, Negotiation, Team Building, Product Management, Event Management, E-commerce, B2B, Budgets, Sales Operations, Entrepreneurship, Lead Generation, Cross-functional Team..., Product Marketing, Strategic Partnerships, Competitive Analysis, Marketing Management
Education
Alexandra Commerical College
Business Administration
Dublin Institute of Technology
Diploma, Business Technology
Brown Brothers Harriman September 2006 - 2013
Brown Brothers Harriman September 2003 - September 2006
Boston Financial Data Services June 2000 - August 2003
Skills
Lotus 123, Lotus Notes, Access Database, Windows, PowerPoint, C++, NT Workstation, NT Server, Data Communication, EAGLE Star System, DST System, Swahili, English, Miscrosoft Access 2000, Microsoft Office, Human Resources, Program Management, Windows NT, Analysis, Microsoft Excel
Education
Eastern Nazarene College 2012 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, Cum Laude
Quincy College 2000 — 2002
Associate's degree, Computer Science
Universal College Nairobi, Kenya 1996 — 1997
Diploma, Specialized Sales, Merchandising and Marketing Operations
Pioneer Investments January 2015 - Present
Eagle Investment Systems May 2013 - December 2014
Brown Brothers Harriman March 2010 - June 2013
Brown Brothers Harriman June 2009 - March 2010
Brown Brothers Harriman March 2006 - 2009
Skills
Securities, Mutual Funds, Financial Services, Fixed Income, Fund Accounting, Bloomberg, Corporate Actions, Equities, Fund Administration, Hedge Funds, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, Trading, Banking, Derivatives, Customer Service, Risk Management, Asset Management, SQL, American Sign Language, Global Custody, Asset Managment, PowerPoint, Eagle PACE, STAR, PL/SQL, Oracle PL/SQL..., Microsoft SQL Server, Microsoft Visual Studio..., BlackRock Aladdin, Teradata Data Warehouse, TopDesk, SharePoint
Education
Emmanuel College 2006 — 2008
Master’s Degree, Management
University of Massachusetts Boston 2001 — 2005
American Literature, Southern American Prose
coupeville high school
Brown Brothers Harriman June 2008 - Present
Brown Brothers Harriman April 1998 - June 2008
Skills
Financial Reporting, Mutual Funds, Financial Services, Asset Management, Securities, Alternative Investments, Private Equity, Fixed Income, Bloomberg, Risk Management, Hedge Funds, Derivatives, Investments, Portfolio Management, Capital Markets, Series 7, Equities, Asset Allocation
Education
Flagler College
BA, Business Administration
Fiserv January 2013 - Present
Fidelity Investments November 1996 - August 2000
First Data March 1995 - July 1996
Brown Brothers Harriman January 1990 - March 1995
Sun Life Financial July 1987 - January 1990
Education
State University of New York at Potsdam 1982 — 1986
BA, Computer Science and Economics
Fairleigh Dickinson University
Certification, Oracle 11g: SQL and Database Administration
Ramapo College of New Jersey
Certification in Project Management
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAugust 2015 - Present
Wolters Kluwer January 2013 - August 2015
State Street February 2012 - October 2012
Bank of America January 2011 - November 2011
Fidelity Investments March 2009 - December 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America January 2002 - January 2005
Bank of America 2003 - 2005
Skills
Business Analysis, Project Management, Project Planning, Strategy, Management, Process Improvement, Training, Leadership, Banking, Risk Management, Software Documentation, PMO, Software Project..., Human Resources, FrontPage, Customer Service, Microsoft Office, SDLC, Budgets, PeopleSoft, Auditing, SQL, Business Continuity, Brand Awareness, Oracle, Vendor Management, Private Banking, Metrics, Six Sigma, Finance, Investment Banking, Information Technology, Agile Project Management, Code Review, Scrum, Cost Basis, ARC, Analysis, Financial Services, Program Management, CRM, Change Management, Requirements Analysis, Business Process..., Testing, Cross-functional Team..., Requirements Gathering, Integration
Education
Fisher College
Bachelors, HR Management
Fisher College
Associates Degree, Computer Applications for Business Management
John d obryant
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman June 2014 - June 2015
State Street February 2009 - June 2014
UBS Wealth Management May 2007 - August 2009
Skills
Equities, NAV Impact Analysis, Fixed Income, Market Analysis, Financial Reporting, Financial Services, Financial Statements, SAS70, FASB, Bloomberg Terminal, Analysis, Fund Accounting, Investments, Mutual Funds
Education
East Carolina University - College of Business 2004 — 2008
BSBA, Major: Finance, Minor: Political Science
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - Present
State Street June 2006 - August 2012
State Street Corporation June 2006 - January 2010
Fidelity Investments 2000 - 2006
Skills
Microsoft Access, Brio Designer, Microsoft Office, User Acceptance Testing, Compliance, Talent Acquisition, Process Improvement, Excel, PowerPoint, PeopleSoft, Talent Management, Microsoft Excel
Education
Emmanuel College 2006 — 2008
Master's Degree, Human Resource Management
The Bank of New York Mellon July 2015 - Present
Interactive Data May 2014 - June 2015
State Street Bank September 2008 - May 2014
Brown Brothers Harriman February 2006 - July 2008
Investors Bank & Trust June 2005 - February 2006
Education
Eastern Illinois University 2003 — 2005
MBA
University of Madras 1993 — 1996
B.Com, Commerce
New York University November 2014 - Present
Massachusetts Association of Student Councils June 2007 - Present
MIT October 2012 - November 2014
Brown Brothers Harriman April 2012 - October 2012
Emmanuel College August 2010 - November 2011
The Office of Residence Life June 2009 - August 2010
Dean College June 2009 - July 2010
National Coalition Building Institute2008 September 2008 - May 2009
Michael R. Zakarian September 2008 - May 2009
Athletics Academic Enrichment Office August 2008 - May 2009
Skills
Student Affairs, Student Development, Higher Education, Residence Life, Academic Advising, Student Leadership, Community Outreach, Program Development, Admissions, Student Engagement, Teaching, Event Planning, Curriculum Development, Higher Education..., Community Development, Curriculum Design, Conflict Resolution, Career Counseling, Leadership, Training, Student Counseling, Staff Development, Grant Writing, Hugs, Puppeteering, High Fives, Surveillance Detection
Education
University of South Florida 2007 — 2009
Master of Education, Curriculum and Instruction
Emmanuel College 2003 — 2007
Bachelor of Arts, History2007
Apponequet 2000 — 2003
QASymphony August 2015 - Present
Windsor Circle, Inc. February 2015 - July 2015
Brown Advisory June 2014 - August 2014
GreenLight Fund June 2013 - August 2013
Brown Brothers Harriman May 2012 - July 2012
Education
Duke University 2011 — 2015
The Lawrenceville School 2007 — 2011
Atlantic Tele-Network, Inc. March 2014 - Present
Fresenius Medical Care August 2013 - January 2014
GainsKeeper October 2010 - April 2013
Bank of America April 2009 - January 2010
Brown Brothers Harriman April 2006 - February 2009
Skills
Analysis, Finance, Management, Internal Audit, Financial Analysis, Investments, Asset Management, Tax, Invoicing, Fixed Income, Business Analysis, Financial Modeling, Time Management, Equities, Wealth Management, Hedge Funds, Bloomberg, Financial Services, Mutual Funds, Valuation, Portfolio Management, Microsoft Excel, Financial Reporting, Banking
Education
Endicott College 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Maritime Economics
Wittenberg University 2000 — 2004
B.A, Finance and Financial Management Services
Lexington High School 1996 — 2000
Diploma
The University of Stirling
International Business and Sports Marketing
Brown Brothers Harriman April 2014 - May 2015
Oppenheimer & Co June 2012 - August 2012
Net Texts, Inc December 2010 - August 2011
AXA US July 2010 - August 2010
Skills
Financial Analysis, Account Reconciliation, PowerPoint, Social Media
Education
Fordham University 2010 — 2013
Bachelor of Arts, Economics, Philosophy
Elon University 2009 — 2010
Barclays January 2015 - Present
Brown Brothers Harriman September 2014 - January 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Research, Time Management, Teamwork, Leadership, Data Analysis, Financial Analysis, Financial Reporting, Strategic Financial...
Education
Fairfield University 2010 — 2014
Bachelor's of Science, Finance, International Studies
Dover-Sherborn Regional High School 2006 — 2010
Brown Brothers Harriman February 2013 - Present
Christian Book Distributors October 2012 - February 2013
Rochester Electronics February 2012 - May 2012
Alliance Academy International June 2010 - August 2011
Skills
Analytical Skills, Problem Solving, QuickBooks, Financial Software..., Presentations, Qualitative Research, Spanish-English
Education
Endicott College 2011 — 2012
Masters, Business Administration
Universidad San Francisco de Quito 2005 — 2010
Bachelors, Finance & Business Administration
Sony Pictures Television September 2013 - July 2015
Fox Searchlight Pictures June 2012 - July 2012
Brown Brothers Harriman April 2010 - May 2011
Brown Brothers Harriman July 2008 - March 2010
Oasis Collections October 2007 - June 2008
Skills
Financial Modeling, Financial Analysis, Written & Oral..., Global Client Management, Strategy, Competitive Analysis, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (MBA)
ESADE Business School 2012 — 2012
Study Abroad Program through UCLA Anderson School of Management
University of North Carolina at Chapel Hill 2002 — 2006
BS, Biology & Spanish
Universidad de Sevilla 2004 — 2004
Study Abroad Program through University of North Carolina - Chapel Hill
Brown Brothers Harriman June 2014 - Present
Lasell College September 2010 - May 2014
Kinsale Capital Management September 2013 - December 2013
Darby Road Home Furnishings May 2013 - September 2013
Auburndale Interior Design Studio September 2011 - December 2012
Skills
PowerPoint, Research, Microsoft Word, Higher Education, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Facebook, Teamwork, Photoshop, Event Planning, Student Affairs, Editing, Time Management, Customer Service, Student Development, Illustrator, Statistics, Critical Thinking
Education
Lasell College 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
Dublin City University 2013 — 2013
Finance and Financial Management Services
Lasell College
Lasell College
Brown Brothers Harriman August 2015 - Present
Duke University Division I Lacrosse Team August 2011 - May 2015
American Dental Association June 2014 - August 2014
US Lacrosse August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management, Nonprofits, Social Media Marketing, Fundraising
Education
Duke University 2011 — 2015
Bachelor's Degree, Markets and Management Certificate
Fairfield University 2013 — 2013
History of Renaissance Art
Gridspace 2014 - 2015
Savored, Inc. September 2009 - June 2012
Brown Brothers Harriman 2008 - 2009
Silver Lake Partners 2007 - 2007
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BA, Economics, History, English
ESIC: Business & Marketing School 2007 — 2007
Business Economics
Brown Brothers Harriman June 2015 - Present
Fairfield University September 2011 - May 2015
Brown Brothers Harriman June 2014 - August 2014
Water Transportation Alternatives, Inc. June 2012 - August 2012
Future Dragons Youth Lacrosse Camps June 2010 - August 2011
Skills
Public Speaking, Social Media Marketing, Microsoft Office, Microsoft Excel, Social Networking, Time Management, Team Leadership, Customer Service, Microsoft Word, Customer Satisfaction, Strategic Planning, Marketing, Lacrosse, Teamwork, Account Management, Sports Management, Nonprofits, Bloomberg, Fund Accounting
Education
Fairfield University 2011 — 2015
Bachelor of Arts (B.A.), Economics/Communications
Duxbury High School 2007 — 2011
Deutsche Bank July 2015 - Present
Brown Brothers Harriman 2012 - June 2015
J-Dogs Inc. January 2012 - August 2012
UBS Wealth Management 2011 - 2011
Skills
Accounting, Budgets, Financial Analysis, Teamwork, Forecasting, CRM, Management, Leadership, Time Management
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor of Sciences, Finance
Gibson Brands, Inc. March 2015 - Present
Procter & Gamble January 2013 - February 2015
Procter & Gamble January 2011 - January 2013
Saint-Gobain July 2009 - January 2010
Saint-Gobain January 2009 - July 2009
Brown Brothers Harriman July 2008 - August 2008
Saint-Gobain July 2007 - January 2008
Skills
Market Analysis, Brand Management, French, Competitive Analysis, SAP, Market Research, Product Marketing, Business Strategy, German, Marketing Strategy, Financial Modeling, Spanish, Product Development, Pricing, Digital Marketing, Marketing, English, Product Management, Budgets, International Marketing, Business Development, Brand Equity, FMCG, Marketing Management, Advertising, Customer Insight
Education
East China Normal University 2010 — 2010
Master of Science (MSc), EFA - International Business
Ecole de Management de Lyon / EM Lyon 2006 — 2010
Master of Science (MSc), International Business/Trade/Commerce
Lycée Chopin 2004 — 2006
Classe Préparatoire
Brown Brothers Harriman September 2010 - June 2011
OppenheimerFunds August 2008 - September 2010
Quebecor World Inc/ QuadGraphics June 2007 - June 2008
Accountemps November 2006 - June 2007
Raiffeisen Bank Russia September 2004 - December 2005
Taiding Company June 2003 - September 2004
Profi and Partners September 2001 - June 2003
Skills
Microsoft Excel, PowerPoint, QuickBooks, Mutual Funds, Fund Accounting, Accounts Payable &..., Cost Accounting, Financial Statement..., Financial Reporting, Income Tax, Tax Preparation, Revenue Analysis, Revenue Forecasting
Education
MiraCosta College 2014 — 2015
Certificate of Achievement in Accounting, Accounting, 4.0
Finance University under the Government of the Russian Federation 1998 — 2001
Master’s Degree, Accounting and Finance, 3.92
Tuck School of Business at Dartmouth College August 2015 - Present
Brown Brothers Harriman February 2015 - July 2015
Brown Brothers Harriman February 2013 - February 2015
Brown Brothers Harriman January 2012 - February 2013
Brown Brothers Harriman July 2010 - December 2011
Duke University August 2006 - May 2010
Thomson Reuters June 2009 - August 2009
.406 Ventures May 2008 - August 2008
Devil's Delivery Service August 2007 - May 2008
Sigma Nu Fraternity Gamma Chapter August 2005 - May 2006
Skills
Finance, Financial Modeling, Due Diligence, Financial Analysis, Investments, Strategy, Valuation, Analysis, Data Analysis, Economics
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Candidate for Master of Business Administration degree
Duke University 2006 — 2010
B.S., Economics
Brown Brothers Harriman June 2014 - March 2015
GEICO November 2011 - May 2013
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, JIRA, Customer Service, Access, Agile Methodologies, Business Analysis, Microsoft Office, Process Improvement, Strategy, Team Building, Testing
Education
Farmingdale State University of New York 1998 — 2003
BS Mangement of Technology, Management of Technology
Brown Brothers Harriman July 2015 - Present
MFS Investment Management May 2014 - August 2014
Cohasset Golf Club May 2010 - August 2014
Bridgeport Mentor Program September 2013 - May 2014
Winters Brothers Waste Systems September 2012 - April 2014
Vincent Nardo Company, CPA June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, English, Team Leadership, Bloomberg, Accounting, Time Management, Analysis, Event Planning, Social Networking, Facebook
Education
Fairfield University, Dolan School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Boston College High School 2007 — 2011
High School Diploma
Ernst & Young July 2014 - Present
Ipreo September 2013 - June 2014
Brown Brothers Harriman June 2013 - August 2013
Triad Securities September 2012 - April 2013
Thomson Reuters June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Market Data, PowerPoint, Social Media, Microsoft Word, Research, Customer Service, Photoshop, Public Speaking, Account Management, Financial Markets
Education
Fordham University 2012 — 2014
Bachelor of Science (BS), Business Administration Concentration in Finance: Minor in Economics
Elon University - Martha and Spencer Love School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration Concentration in Finance
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
BNY Mellon June 2009 - May 2014
Skills
Outlook, Excel, PowerPoint, Database Administration, Word, Bloomberg
Education
Endicott College 2005 — 2009
Bachelors, Business Administration, 3.65 GPA
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
Veolia North America September 2013 - Present
Gooch Photography January 2012 - Present
Veolia Energy North America January 2013 - September 2013
Veolia Energy North America October 2011 - December 2012
Reflections by McGarry June 2000 - December 2011
Webster Industries November 2001 - October 2011
Brown Brothers Harriman 1998 - 2001
Keyport Life Insurance 1996 - 1998
Wheelabrator Technologies 1985 - 1995
Skills
Training, Sales, Marketing, Customer Service, Project Management, Troubleshooting, System Administration, Microsoft Office, Technical Support, Microsoft Excel, Office Administration, Management, Event Planning, Time Management, Forecasting, Databases, Strategy, Operations Management, Process Improvement, Social Networking, Facebook, Blogging, Event Management, Budgets, Project Planning, SharePoint, Advertising, Marketing Communications, Outlook, Team Building, Access, Strategic Planning, PowerPoint, Analysis, Fundraising, Market Research, Teamwork, Editing, Negotiation, Product Development, Photography, Leadership, Newsletters, Interviews, Marketing Management, Microsoft Word
Education
Southern New Hampshire University 1992 — 1998
BS
Fisher College 1983 — 1985
AS
Wakefield Memorial High School 1979 — 1983
North Shore Community College
Individual classes only
Broadridge Financial Solutions May 2000 - Present
Deutsche Bank 1998 - 2000
Brown Brothers Harriman 1993 - 1998
Skills
Corporate Actions, Class Actions, Mutual Funds, Proxy, Project Management, Customer Service, Customer Retention, Financial Services
Education
Farmingdale State University of New York
Bachelor of Science (B.Sc.), Electrical, Electronic and Communications Engineering Technology/Technician
Federal Home Loan Bank of Boston August 2014 - Present
Brown Brothers Harriman May 2012 - August 2014
Bank of America July 2010 - August 2014
2010- 2012 July 2010 - January 2012
Federal Home Loan Bank of Boston July 2009 - February 2010
2009-2010 July 2009 - February 2010
Fidelity Investments June 2006 - June 2008
2006-2008 FIDELITY INVESTMENTS June 2006 - June 2008
Skills
Investments, Mutual Funds, Fixed Income, Securities, Equities
Education
BA in Business Managment
Brandeis Transitional Year Program, BRANDEIS UNIVERSITY
Emmanuel College
Emmanuel College
Bachelor degree, Business Management
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman September 2010 - Present
Macy's June 2010 - August 2010
Skills
Financial Services
Education
Northeastern University 2013 — 2014
Certificate in Management, Business Administration and Management, General
Fairfield University 2006 — 2010
B.A., Communication
Florence University of the Arts
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Brown Brothers Harriman August 2012 - October 2013
EUROMED Business Experience February 2012 - February 2012
UBS June 2011 - August 2011
SPARKS Autism Program June 2009 - August 2011
Skills
Portfolio Management, Finance, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Marketing, Social Media, Public Speaking, Research, Budget, Analysis, Investments, Economics
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance, Economics
Boston College High School 2004 — 2008
Dowling & Partners June 2014 - August 2014
Brown Brothers Harriman June 2013 - August 2013
Country Club of New Canaan 2008 - 2012
community service 2009 - 2010
Bobby Valentine’s Sports Academy 2008 - 2010
Broadreach 2008 - 2009
Education
Elon University 2011 — 2015
BSBA, Major- Finance, Minors- Accounting, Economics, 3.6
New Canaan High School 2008 — 2011
Brown Brothers Harriman July 2015 - Present
AXA Advisors December 2014 - December 2014
Everest Reinsurance July 2014 - July 2014
Skills
Leadership, Marketing, Time Management, Data Entry, Analysis, Databases, Event Management, Problem Solving, Microsoft Excel, Microsoft Word, Cash Receipts, Collections
Education
East Stroudsburg University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Business Management with a dual concentration in finance and marketing (GPA 3.017)
Nutley High School 2007 — 2011
Performance Equity Management, LLC June 2015 - Present
Segal Rogerscasey March 2013 - June 2015
Brown Brothers Harriman September 2012 - March 2013
Cruice Financial Organization August 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Market Research, Alternative Investments, Commercial Real Estate, Private Equity, Financial Reporting, PowerPoint, Microsoft Word
Education
Fairfield University 2008 — 2012
BS, Finance, Accounting
Larch Lane Advisors LLC November 2014 - Present
Larch Lane Advisors LLC September 2011 - Present
Brown Brothers Harriman December 2009 - September 2011
Moors & Cabot June 2009 - December 2009
Education
Fairfield University 2005 — 2009
BA, Philosophy, Economics
Universitat Autònoma de Barcelona 2008 — 2008
Spanish
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman December 2000 - Present
Summit Bank 1990 - 2000
Skills
Integration, Business Process Design, SDLC, Oracle, Strategy, Software Documentation
Education
Fairleigh Dickinson University 1982 — 1986
BS, Business Management, Cumulative G.P.A. - 3.57 - GPA for Major – 4.00
Banca IMI July 2009 - Present
Morgan Stanley June 2007 - November 2008
Brown Brothers Harriman March 2000 - June 2007
Skills
Sales, Fixed Income, Derivatives, Foreign Exchange, Portfolio Management, Trading, Series 7, Series 63, Series 65, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance
Fairfield University 1993 — 1997
BS, Finance
Federal Home Loan Bank of Boston October 2014 - Present
Brown Brothers Harriman March 2008 - October 2014
Investors Bank & Trust March 2005 - October 2007
Bank of America 1998 - 2005
Skills
Risk Management, Portfolio Management, Loans, ALM, Basel II, Mutual Funds, Securities, Financial Services, Strategy, Hedge Funds, Treasury, Financial Risk, Securities Lending, Corporate Finance
Education
Edinboro University of Pennsylvania
Bachelors, Physics and Mathematics
John Hancock Life Insurance Company (U.S.A.) July 2007 - Present
State Street January 2007 - July 2007
Brown Brothers Harriman December 2000 - March 2002
Education
Fitchburg State University 1984 — 1988
H.I.G. Capital September 2012 - Present
Caraustar May 2013 - Present
Tailwind Capital October 2007 - August 2012
First Atlantic Capital July 2006 - October 2007
Watch Hill Partners October 2003 - August 2004
Brown Brothers Harriman January 2002 - October 2003
J.P. Morgan September 2000 - October 2001
Education
Harvard Business School 2004 — 2006
Duke University 1996 — 2000
AB, Economics
The Pingry School 1991 — 1996
Bridgewater Associates November 2013 - Present
Brown Brothers Harriman October 2012 - November 2013
RBS Global Banking & Markets June 2010 - October 2012
RBS Global Banking & Markets August 2009 - May 2010
Shumway Capital Partners March 2006 - September 2009
Ellington Management Group April 2004 - March 2006
CRA RogersCasey June 2003 - March 2004
Skills
Equities, Middle Office, Equity Derivatives, Hedge Funds, Bloomberg, IRS, CDS, Futures, Project Management, Financial Systems..., Back Office, Bonds, Derivatives, Trading Systems, Fixed Income, Alternative Investments, Investment Banking, Settlement, Securities
Education
Fairfield University 1997 — 2003
BS, Finance
Staples 1991 — 1995
Ubuntu at Work November 2008 - Present
BBH January 1999 - November 2008
Brown Brothers Harriman January 1999 - November 2008
Education
University College Dublin 1997 — 1998
MBA
Dublin City University 1984 — 1988
BBS
Brown Brothers Harriman October 2010 - Present
M&T Bank Corporation July 2007 - September 2010
Citizens Bank October 2004 - July 2007
Citizens Bank September 2002 - October 2004
Skills
Credit, Relationship Management, Portfolio Management, Financial Modeling, Banking, Credit Analysis, Financial Analysis, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Investments, Capital Markets
Education
La Salle University 2004 — 2006
MBA, Finance
Duquesne University 1998 — 2002
BS, Marketing
Fidelity Investments February 2015 - Present
Fidelity Investments September 2012 - February 2015
Fidelity Investments July 2011 - August 2012
Fidelity Investments 2007 - 2011
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Brown Brothers Harriman 1998 - 1999
Mellon Bank 1989 - 1998
Skills
Process Improvement, Management, Analysis, Leadership, Databases, Project Planning, Business Analysis, Requirements Analysis, Vendor Management, SDLC, Business Requirements, Program Management, Requirements Gathering, Software Project..., Visio
Education
Emmanuel College 1982 — 1986
Brown Brothers Harriman September 2011 - Present
Skills
Alternative Investments, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Private Equity, Start-ups, Strategy
Education
Duke University 1991 — 1995
Lovett HS
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2012 - Present
Meketa Investment Group March 2007 - September 2012
Brown Brothers Harriman June 2005 - March 2007
Skills
Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Elmira College 2001 — 2005
Economics, Economics & Business Administration (Management)
Citi Group September 2007 - Present
Broadridge (ADP) February 2007 - September 2007
Brown Brothers Harriman June 2005 - February 2007
Aetna July 2004 - May 2005
Education
Fitchburg State University
Master of Science, Computer Science
MIT June 2002 - Present
Brown Brothers Harriman 1995 - 2001
URS Information Systems Inc May 1986 - May 1995
Augustine's Restaurant May 1985 - October 1986
Education
Fitchburg State University 1981 — 1985
B.S., Industrial Technology
Brown Brothers Harriman August 2015 - Present
Deloitte January 2013 - July 2015
International AIDS Vaccine Initiative July 2009 - December 2012
Broadridge Financial Solutions January 2009 - June 2009
Forest Laboratories October 2006 - January 2009
AT&T Wireless July 2000 - October 2006
Education
Fordham University
MS, Human Resource Education/Organizational Development
Fairleigh Dickinson University
BA, Political Science/Education
Brown Brothers Harriman January 2013 - Present
Geller & Company July 2005 - December 2012
Marks Paneth & Shron LLP February 1999 - July 2005
Skills
Income Tax, Not-for-profit, Tax Research, Tax Returns, Tax, Income Statement, Tax Preparation, Corporate Tax, High Net Worth..., P&L, Partnership Taxation, International Tax, General Ledger, Not for Profit, Tax Accounting, SEC filings, Accounting, Financial Statements
Education
Fairleigh Dickinson University 1985 — 1990
MBA, Accounting
Prudential July 2015 - Present
Hertz August 2013 - July 2015
Prudential Financial April 2010 - August 2013
FolioDynamix September 2009 - April 2010
Linedata Services (formerly Global Investment Systems) 2002 - September 2009
UBS Global Asset Management 2001 - 2002
Brown Brothers Harriman March 2000 - January 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Management, Quality Assurance, Process Improvement, Software Project..., Mutual Funds, Visio, Financial Services
Education
University of Phoenix 2004 — 2006
Masters, MIS/Management
Fairleigh Dickinson University 1995 — 1999
Bachelor of Science, Marketing
Brown Brothers Harriman April 2010 - Present
Brown Brothers Harriman January 2008 - Present
Red Sox July 2000 - Present
Education
Eckerd College
Bachelor of Arts, Business Management
Eckerd College
Brown Brothers Harriman June 2010 - Present
JP Morgan Chase September 2008 - May 2010
Skills
Financial Analysis, Bloomberg, Financial Modeling, Financial Reporting, Mutual Funds
Education
Fairfield University
Finance
The Vanguard Group 2007 - Present
Brown Brothers Harriman 2001 - 2007
Deutsche Bank (acquired Bankers Trust) September 1997 - September 2000
Barclays Bank PLC 1996 - 1997
J.P. Morgan 1988 - 1996
Skills
General Management, Banking, Client Relationship..., Client Development, Mutual Funds, Risk, Client Service, Financial Risk, Leadership, Client Services, Product Management, Financial Services, Relationship Management, CRM, Management, Managing Distribution..., Strategy, Cash Management
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Susquehanna University 1984 — 1988
BS Business Administration, Finance and Information Systems
Brown Brothers Harriman February 2010 - Present
Fidelity Management and Research September 2005 - July 2010
Goodwin Procter LLP September 1998 - September 2005
Schulte Roth & Zabel LLP October 1996 - August 1998
Skills
Building and Managing..., Corporate Law, Securities Regulation, Banking, Alternative Investments, Securities, Mutual Funds, Derivatives, Portfolio Management, Investment Management, Finance, Capital Markets, Hedge Funds, Private Placements
Education
Rutgers University School of Law - Camden 1991 — 1994
The New School 1987 — 1989
Eastern Nazarene College 1982 — 1986
Brown Brothers Harriman vptiaa1990 - 2004
bankers trust co 1985 - 1996
bankers trust co 1982 - 1996
Education
Fairleigh Dickinson University 1990 — 1994
bs, business
Chubb Insurance January 2012 - Present
Brown Brothers Harriman May 2011 - January 2012
Law Offices of Balk and Cistrelli October 2009 - May 2011
Morgan Stanley-Smith Barney July 2009 - August 2009
CBS Radio April 2004 - May 2009
Comcast Spotlight January 2005 - April 2006
Skills
Analysis, Banking, Sales, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management
Education
Fairleigh Dickinson University 2008 — 2010
MBA, Finance
Kean University
Bachelor of Arts, Communications
Nyc Hhc Metropolitan Hosp August 2014 - Present
NYK Line October 2013 - July 2014
Prudential Financial November 2008 - September 2013
Coach March 2008 - October 2008
EasyLink Services July 2006 - February 2008
Brown Brothers Harriman May 2001 - April 2006
InfoEra Systems, Inc. February 1999 - April 2001
Capricorn Systems January 1995 - February 1999
C-DOT 1992 - 1994
Skills
Disaster Recovery, Oracle, Microsoft SQL Server, Consulting, SDLC, Software Project..., SOA, IT Strategy, Data Warehousing, Solution Architecture, Agile Methodologies, Business Analysis, Requirements Analysis, Vendor Management, Software Development, SQL, XML, Integration, Program Management, Web Services, Enterprise Architecture
Education
Excelsior College 2009 — 2011
MBA
PSG College of Technology 1991 — 1992
M.Phil. (Discontinued)
Gobi Arts and Science College 1988 — 1991
MCA
Nehru Memorial College 1985 — 1988
B.Sc.
The Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
Bergen Community College January 2010 - Present
Brown Brothers Harriman November 1998 - June 2009
BROWN BROTHERS HARRIMAN, (Financial) November 1998 - May 2009
Brown Brothers Harriman and Company November 1998 - April 2009
MERCK-MEDCO MANAGED CARE, LLC, (Medical) October 1996 - November 1998
Merck-Medco Managed Care, LLC January 1996 - November 1998
GOLDMAN SACHS & CO May 1989 - October 1996
Goldman Sachs January 1989 - January 1996
Pace University November 1987 - June 1995
Skills
SDLC, Visio, Quality Center, User Acceptance Testing, Quality Assurance, Testing, Software Documentation, Cross-functional Team..., Program Management, Change Management, Project Management, Software Development, PMO, Access, Test Management, SQL, Training, Process Improvement, Management, Project Planning, Unix, Oracle, Databases, Analysis, Test Planning, PMP, Security, Leadership, Business Analysis, Vendor Management, Strategy, Requirements Analysis, Test Automation, Regression Testing, Troubleshooting, Integration, Networking, SharePoint, IT Strategy, Systems Analysis, IT Management, Waterfall, Linux, Software Project..., HP Quality Center
Education
Pace University - Lubin School of Business 1981 — 1983
BA, & MBA, MIS, Accounting, International Business, Finance
Fashion Institute of Technology
AAS
Pace University
MBA, International Business/Finance
Pace University
BA, Management Information Systems/Accounting
Brown Brothers Harriman January 2014 - Present
State Street Bank December 2012 - January 2014
Fidelity Investments January 2011 - December 2012
Bank of Newyork Mellon June 2010 - December 2010
Vanguard March 2010 - June 2010
Tetra Tech January 2007 - January 2010
Allied Waste August 2006 - December 2006
Eastern Kentucky University - “Come Here. Go Anywhere.” 2005 - 2006
Skills
Java, JSP, Servlets, GWT, Cloud Applications, Cloud Computing IaaS, Spring, RESTful WebServices, Java Web Services, Hibernate, Toplink, Struts, EJB, Ext JS, Agile Methodologies, Scrum, Financial Services, DWR, jQuery, Java Enterprise Edition, Oracle PL/SQL..., iText, JSF, XML, WebSphere MQ, Oracle SQL Developer, XML Schema, Unix, FTP, Spring Framework
Education
Eastern Kentucky University 2004 — 2006
Master of Science (MS), Applied Computer Software Engineering
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering
Western Michigan University
BNP Paribas March 2015 - Present
BNP Paribas February 2015 - March 2015
BNP Paribas September 2013 - February 2015
BNP Paribas December 2012 - September 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman December 2010 - March 2012
Brown Brothers Harriman July 2010 - December 2010
ING Investment Management June 2009 - August 2009
Publicis: Medicus Life Brands May 2008 - August 2008
Schering-Plough June 2007 - August 2007
Skills
Corporate Actions, DTC, Euroclear, SEC filings, Bloomberg, SWIFT messaging, User Acceptance Testing, Forecasting, Supply Chain Management, Business Strategy, Global Business..., Microsoft Excel, Microsoft Office, Access, Investment Management, Advertising, Pharmaceutical Research
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (MBA), Supply Chain Management and Global Business Strategy
Fairleigh Dickinson University 2006 — 2010
Bachelor of Science (BS), Entrepreneurial Studies
Brown Brothers Harriman October 2015 - Present
Brown Brothers Harriman March 2013 - October 2015
Brown Brothers Harriman February 2012 - February 2013
Brown Brothers Harriman January 2010 - February 2012
Brown Brothers Harriman May 2006 - December 2009
State Street April 2001 - May 2006
Putnam Investments May 1997 - April 2001
Skills
Middle Office, Mutual Funds, Functional..., Project Management, MS Project, Business Process..., Global Custody, PowerPoint, Microsoft Excel, System Conversion, Requirements Analysis, Systems Analysis, Quality Assurance, Program Management, Operations Management, Front Office, Front Office Trading..., Eagle, MCH, Global Plus, Wealth Management..., Banking, Risk Management, Corporate Actions, Securities, Equities, Back Office, Asset Management, Business Analysis
Education
Emmanuel College
Bachelors, Business Administration
Hidden Valley CT B&B March 2010 - Present
Trouvaille, A Source for Style 1977 - Present
Netherlands-America Foundation 1990 - 2004
Jardins Paradis 1990 - 1996
Brown Brothers Harriman 1974 - 1994
Marc Connelly, Playwright and Author 1969 - 1971
Ambassade de France au Pays-Bas 1966 - 1968
Kindercircus Elleboog 1966 - 1968
RAI Congres Centrum 1964 - 1966
Education
Ecole nationale supérieure des Beaux-Arts 1963 — 1965
History of Art/Architecture
Baarnsch Lyceum,Gymn.alpha, Ecole des Beaux Arts Paris 1959 — 1965
Classics, Art History
Mizuho Securities USA Inc. June 2015 - Present
Scotiabank May 2013 - May 2015
Brown Brothers Harriman August 2012 - May 2013
Merrill Lynch January 2012 - May 2012
Fairleigh Dickinson University 2008 - 2012
Skills
Highly detail oriented, responsible, Self-motivated..., Positive Team Player, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Event Planning, Finance, Leadership, Investments, Management, Microsoft Word, Outlook, Public Speaking, Social Media, Social Networking, Teamwork, Time Management, Customer Service
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor’s Degree, Finance, 3.53
Brown Brothers Harriman December 2014 - Present
TradeLink July 2007 - November 2014
Jackson National Life September 1999 - July 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Equities, Derivatives, Accounting, Microsoft Excel, Bloomberg, Securities, Asset Management, Alternative Investments, Options
Education
Eastern Illinois University 1995 — 1998
MBA, Accounting and Business Administration
Permal March 2012 - Present
Citco Fund Services September 2008 - March 2011
Prime Fund Solutions February 2008 - August 2008
Brown Brothers Harriman July 2007 - October 2007
SEI September 2000 - November 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Equities, Derivatives, Bloomberg, Project Management, Financial Analysis, Fixed Income, Alternative Investments, Securities, Investments, Asset Managment, Corporate Actions, Accounting, Financial Reporting
Education
Dublin Institute of Technology 1996 — 2000
Management, Management, Derivatives, Finance, Economics, Accounting.
Brown Brothers Harriman May 2014 - Present
Perkins Eastman September 2013 - April 2014
Health Management Systems December 2007 - August 2013
Thomson Financial September 2000 - October 2007
ILX Systems, Inc. May 2000 - August 2000
Skills
Contract Management, Administration, Documentation, Compliance, Customer Service, Customer Relations, Vendor Relations, Sales Management, Team Building, Problem Solving, Planning, Procurement, New Business Development, Strategic Planning, Research, Business Strategy, Microsoft Office, Outlook, Excel, Word, Access, Software Documentation, Microsoft Excel, Insurance, System Administration, Policy, Sales, Project Planning, Microsoft Word, Process Improvement
Education
Fashion Institute of Technology
Merchandising Management
The Parthenon Group September 2013 - Present
Duke University September 2009 - May 2013
Wells Fargo Securities June 2012 - August 2012
Fuqua School of Business September 2010 - May 2012
Village Enterprise Fund May 2011 - July 2011
Brookwood Associates June 2009 - September 2010
Brown Brothers Harriman May 2010 - July 2010
Skills
Analysis, Statistics, Finance, Research, Microsoft Office, Stata, Economics, PowerPoint, Investment Banking, Qualitative Research, Management Consulting, Management, Marketing, Mergers & Acquisitions, Strategy
Education
Duke University 2009 — 2013
B.S., Economics, Psychology
The Lawrenceville School 2006 — 2009
Oppenheimer & Company (Consultant) February 2015 - April 2015
Jefferies January 2014 - August 2014
Brown Brothers Harriman July 2013 - October 2013
Lloyds Bank November 2012 - February 2013
TD Bank June 2011 - October 2012
Repex and Company January 2009 - February 2010
Royal Alliance Associates April 2006 - May 2007
JPMorgan Chase January 2005 - December 2005
Gilford Securities, Inc January 1999 - January 2004
NASD Regulation, Inc January 1997 - January 1999
Skills
Anti Money Laundering, Securities, Banking, Financial Risk, Financial Services, Equities, Management, Investments, KYC, Due Diligence, Bank Secrecy Act, AML, Training, Finance, Analysis, Fixed Income, Trading, Options, Quality Assurance, Risk Management, Policy, Investment Banking, Private Banking, Bloomberg, Mutual Funds, Asset Management
Education
Fairleigh Dickinson University
BS, Business Management
J.P. Morgan April 2013 - Present
Brown Brothers Harriman September 2011 - March 2013
UBS Wealth Management 2006 - 2010
Arilex Realty Corp 2003 - 2006
American Express Financial Advisors 2002 - 2003
American Express Financial Advisors 1999 - 2002
Education
Fairleigh Dickinson University
Paralegal Certificate, Paralegal Studies
William Paterson University of New Jersey
Bachelor of Arts, Psychology
Sumitomo Mitsui Trust Bank September 2013 - Present
Brown Brothers Harriman August 2008 - Present
Fairfield University September 2005 - May 2008
UBS Financial Services June 2007 - August 2007
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Fixed Income, Risk Management, PowerPoint, Spanish, Analysis, Research, Access, Outlook, Microsoft Word, Derivatives, Microsoft Office
Education
Fairfield University 2004 — 2008
Bachelor of Arts, Political Science
Brown Brothers Harriman June 2004 - Present
Brown Brothers Harriman April 2014 - June 2015
State Street Bank September 2000 - September 2004
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Securities, Investments, Relationship Management, Bloomberg, Banking, Asset Managment, Hedge Funds, Portfolio Management, Business Analysis, Alternative Investments, Account Management
Education
Emmanuel College 1995 — 2000
Bachelor of Arts (B.A.), French Language and Literature
L'Universite Catholique de l'Ouest 1999 — 1999
Certificate, French Language and Literature
Old Mutual Asset Management 2012 - Present
State Street 2007 - 2012
Brown Brothers Harriman 2001 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Internal Audit
Education
Fitchburg State University
J.P. Morgan January 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman April 2007 - May 2010
Brown Brothers Harriman September 2005 - March 2007
Skills
ETFs, Global Custody, Mutual Funds, Equities, Fixed Income, Securities, Financial Services, Derivatives, Investments, Asset Management, Alternative Investments, Financial Markets, Capital Markets, Bloomberg, Fund Accounting
Education
Northeastern University 2007 — 2009
Master of Business Administration (MBA)
Elon University 2005 — 2005
Bachelor of Arts (BA), Economics
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
Brown Brothers Harriman February 2012 - Present
Haven Bancorp July 1997 - December 2000
KPMG September 1990 - July 1997
Education
Hofstra University 1987 — 1989
Bachelors of Administration, Public Accounting
Farmingdale State University of New York 1985 — 1987
Associate Degree, Computer Science
Brown Brothers Harriman August 2004 - Present
Thomson Financial August 2003 - July 2004
State Street Bank August 2000 - June 2003
Education
Eastern Nazarene College 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Brown Brothers Harriman May 1997 - Present
Skills
Microsoft Excel, Outlook, Microsoft Office, Executive..., Marketing, PowerPoint, Event Planning, Access, Financial Analysis, Public Speaking, Budgets, Event Management, Accounting, Banking, Social Media
Education
Fitchburg State University
Bachelor's Degree, History
Brown Brothers Harriman July 2014 - December 2014
Wyeth Nutrition Hong Kong July 2013 - December 2013
Enston Healthcare Ltd July 2012 - July 2012
Novartis Consumer Health July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Social Media
Education
Northeastern University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
Illinois Central College 2011 — 2012
Associate's Degree, Business Administration and Management, General
Edmonds Community College 2009 — 2010
Endurance January 2009 - Present
Deutsche Asset Management August 2006 - April 2008
Brown Brothers Harriman June 1999 - August 2003
JPMorgan Chase April 1988 - July 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Strategic Planning, Budgets
Education
Fairfield University
Bachelor of Arts (B.A.), Political Science and Government
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Management Information Systems