Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Carly Lintvedt Carly Lintvedt's Brown Brothers Harriman Experience June 2008 - August 2008
Job Manager, Client Integration at MUFG Investor Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services August 2013 - June 2014
UBS April 2011 - August 2013
UBS October 2009 - April 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Wealth Management, Series 99, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Client Liaison, Meeting Planning, MeetingPlace, Quality Center, Business Requirements, Marketing, Hedge Funds, Asset Management, Anti Money Laundering, Client Services, Collaborative Problem..., KYC, New Client..., Onboarding, Project Management, Relationship Management, Strategic Consulting
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services August 2013 - June 2014
UBS April 2011 - August 2013
UBS October 2009 - April 2011
Brown Brothers Harriman June 2008 - August 2008
Skills
Wealth Management, Series 99, Microsoft Office, Financial Services, Customer Service, Microsoft Excel, Client Liaison, Meeting Planning, MeetingPlace, Quality Center, Business Requirements, Marketing, Hedge Funds, Asset Management, Anti Money Laundering, Client Services, Collaborative Problem..., KYC, New Client..., Onboarding, Project Management, Relationship Management, Strategic Consulting
Education
Fordham University 2005 — 2009
Bachelor of Science, Finance
kenneth karetnick kenneth karetnick's Brown Brothers Harriman Experience 1985 - 1989
Job Portfolio Manager at Graham Capital Management, L.P.
Industry Investment Management
Experience
Graham Capital Management, L.P. January 2013 - August 2014
Glickenhaus & Co. 1996 - 2012
The Bank of New York 1989 - 1996
Brown Brothers Harriman 1985 - 1989
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Trading, Series 7, Options, Bonds, Asset Management, Alternative Investments, Portfolio Management, Capital Markets, Global Macro, Securities, Electronic Trading
Education
Fordham University 1986 — 1988
Master of Business Administration (MBA), Economics
Hartwick College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Graham Capital Management, L.P. January 2013 - August 2014
Glickenhaus & Co. 1996 - 2012
The Bank of New York 1989 - 1996
Brown Brothers Harriman 1985 - 1989
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Trading, Series 7, Options, Bonds, Asset Management, Alternative Investments, Portfolio Management, Capital Markets, Global Macro, Securities, Electronic Trading
Education
Fordham University 1986 — 1988
Master of Business Administration (MBA), Economics
Hartwick College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Kimberly Durkin Kimberly Durkin's Brown Brothers Harriman Experience 2005 - 2007
Job Specialist at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers December 2013 - Present
kate spade 2012 - 2013
kate spade 2010 - 2012
State Street 2007 - 2009
Brown Brothers Harriman 2005 - 2007
State Street 2004 - 2005
Skills
Merchandising, Visual Merchandising, Fashion, Retail, Store Management, Trend Analysis, Apparel, Loss Prevention, Customer Service, Retail Sales, Inventory Management, Sales, Financial Analysis, Driving Results, Store Operations
Education
Frostburg State University 2009 — 2010
MBA, Business Administration and Management
Northeastern University 1999 — 2004
Bachelor of Science (BS), Business Administration and International Business
PricewaterhouseCoopers December 2013 - Present
kate spade 2012 - 2013
kate spade 2010 - 2012
State Street 2007 - 2009
Brown Brothers Harriman 2005 - 2007
State Street 2004 - 2005
Skills
Merchandising, Visual Merchandising, Fashion, Retail, Store Management, Trend Analysis, Apparel, Loss Prevention, Customer Service, Retail Sales, Inventory Management, Sales, Financial Analysis, Driving Results, Store Operations
Education
Frostburg State University 2009 — 2010
MBA, Business Administration and Management
Northeastern University 1999 — 2004
Bachelor of Science (BS), Business Administration and International Business
Max Gollobin Max Gollobin's Brown Brothers Harriman Experience June 2014 - Present
Job Foreign Exchange at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
The Christ Hospital July 2013 - August 2013
Vitas Healthcare May 2012 - August 2012
Ross, Sinclaire & Associates 2010 - 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Budgets, Data Analysis, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Global Finance, 3.9/4.0
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics
Brown Brothers Harriman June 2014 - Present
The Christ Hospital July 2013 - August 2013
Vitas Healthcare May 2012 - August 2012
Ross, Sinclaire & Associates 2010 - 2011
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Budgets, Data Analysis, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Global Finance, 3.9/4.0
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics
Garth Lofberg Garth Lofberg's Brown Brothers Harriman Experience January 2013 - Present
Job Senior Relationship Associate at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman June 2011 - August 2011
Cohen & Steers May 2010 - August 2010
Madison Square Garden January 2010 - May 2010
Thousand Islands International Tourism Council June 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Investments, Social Media Marketing
Education
Fordham University 2008 — 2012
Business Administration, Finance, Marketing, and Economics
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman June 2011 - August 2011
Cohen & Steers May 2010 - August 2010
Madison Square Garden January 2010 - May 2010
Thousand Islands International Tourism Council June 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Investments, Social Media Marketing
Education
Fordham University 2008 — 2012
Business Administration, Finance, Marketing, and Economics
Micaela Sutton Micaela Sutton's Brown Brothers Harriman Experience January 2008 - Present
Job Senior Operations Specialist Corporate Actions
Industry Financial Services
Experience
Brown Brothers Harriman January 2008 - Present
Fordham Law School September 2006 - May 2007
Fordham University September 2003 - May 2005
Skills
Lotus Notes, Microsoft Office, Bloomberg, Quickr, Qualitative Research, Corporate Actions, Global Custody, Fixed Income, Microsoft Excel, Financial Services, Securities, Analysis
Education
Fordham University 2003 — 2007
BS, International Political Economy
Queen Mary, U. of London 2006 — 2006
Brown Brothers Harriman January 2008 - Present
Fordham Law School September 2006 - May 2007
Fordham University September 2003 - May 2005
Skills
Lotus Notes, Microsoft Office, Bloomberg, Quickr, Qualitative Research, Corporate Actions, Global Custody, Fixed Income, Microsoft Excel, Financial Services, Securities, Analysis
Education
Fordham University 2003 — 2007
BS, International Political Economy
Queen Mary, U. of London 2006 — 2006
Ashley Panny Ashley Panny's Brown Brothers Harriman Experience November 2014 - Present
Job Brown Brothers Harriman Wealth Management Intern
Industry Financial Services
Experience
Brown Brothers Harriman November 2014 - Present
Private Tutor September 2007 - Present
Private Event Planner June 2012 - August 2013
Sweet Sundaes Ice Cream Parlor June 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Time Management, Analysis, Organization, Microsoft Excel, Windows & Mac operating..., Spanish, Customer Service, Teamwork, Research, Teaching
Education
Fordham University 2012 — 2016
Major in Finance, Minor in Business Law and Ethics, Junior
Mahopac High School 2008 — 2012
Brown Brothers Harriman November 2014 - Present
Private Tutor September 2007 - Present
Private Event Planner June 2012 - August 2013
Sweet Sundaes Ice Cream Parlor June 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Time Management, Analysis, Organization, Microsoft Excel, Windows & Mac operating..., Spanish, Customer Service, Teamwork, Research, Teaching
Education
Fordham University 2012 — 2016
Major in Finance, Minor in Business Law and Ethics, Junior
Mahopac High School 2008 — 2012
Patrick Kinnucane's Brown Brothers Harriman Experience April 2004 - February 2008
Job Vice President Head of Global Client and Investment Reporting
Industry Financial Services
Experience
T. Rowe Price February 2012 - Present
Knowledgent Group, Inc. July 2011 - October 2011
State Street April 2010 - December 2010
State Street March 2008 - December 2010
Brown Brothers Harriman April 2004 - February 2008
Goldman Sachs Asset Management August 2001 - April 2004
Goldman Sachs Asset Management International March 1998 - August 2001
Goldman Sachs Asset Management International July 1996 - March 1998
Buchanan Partners Capital Management June 1993 - May 1996
Sony Computer Entertainment Europe 1993 - 1994
Skills
Operations Management, Account Management, Risk Management, Change Management, Client Relations Skills, Institutional Accounts, Performance Reporting, Middle Office, Securities Lending, Project Management, Hedge Funds, Mutual Funds, Equities, Fixed Income, Foreign Exchange, Alternative Investments, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Portfolio Management, Securities, Relationship Management, Investments
Education
Framingham State College 1985 — 1989
Bachelor's Degree, Economics
Marian High School 1980 — 1984
High School
T. Rowe Price February 2012 - Present
Knowledgent Group, Inc. July 2011 - October 2011
State Street April 2010 - December 2010
State Street March 2008 - December 2010
Brown Brothers Harriman April 2004 - February 2008
Goldman Sachs Asset Management August 2001 - April 2004
Goldman Sachs Asset Management International March 1998 - August 2001
Goldman Sachs Asset Management International July 1996 - March 1998
Buchanan Partners Capital Management June 1993 - May 1996
Sony Computer Entertainment Europe 1993 - 1994
Skills
Operations Management, Account Management, Risk Management, Change Management, Client Relations Skills, Institutional Accounts, Performance Reporting, Middle Office, Securities Lending, Project Management, Hedge Funds, Mutual Funds, Equities, Fixed Income, Foreign Exchange, Alternative Investments, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Portfolio Management, Securities, Relationship Management, Investments
Education
Framingham State College 1985 — 1989
Bachelor's Degree, Economics
Marian High School 1980 — 1984
High School
Russell Hawkins's Brown Brothers Harriman Experience October 2013 - March 2014
Job Carpenter at Covenant Construction LLC
Industry Construction
Experience
Covenant Construction LLC June 2014 - Present
Brown Brothers Harriman October 2013 - March 2014
La Vida Program at Gordon College August 2013 - August 2013
Wells Fargo Advisors January 2013 - April 2013
Country Gardens of Rowley August 2007 - November 2012
Gordon College September 2011 - May 2012
Patton Project September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Windows, Editing
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Covenant Construction LLC June 2014 - Present
Brown Brothers Harriman October 2013 - March 2014
La Vida Program at Gordon College August 2013 - August 2013
Wells Fargo Advisors January 2013 - April 2013
Country Gardens of Rowley August 2007 - November 2012
Gordon College September 2011 - May 2012
Patton Project September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Windows, Editing
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Jarrod Vermeulen Jarrod Vermeulen's Brown Brothers Harriman Experience February 2013 - September 2013
Job Financial Reporting Administrator
Industry Capital Markets
Experience
State Street January 2015 - Present
State Street September 2013 - January 2015
Brown Brothers Harriman February 2013 - September 2013
National Grid May 2012 - September 2012
Gartner May 2011 - July 2011
Skills
Equity Trading, Securities Lending, Bloomberg, Fixed Income Analysis, Equity Capital Markets, Marketing Communications, Data Presentation, Strategic Planning, Financial Markets, Bloomberg Terminal, Series 7, Fixed Income, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales
Education
CFA Institute
2016 CFA Level III Candidate
Florida Gulf Coast University 2009 — 2011
B.S., Marketing
Onondaga Community College 2006 — 2008
A.S., Business Administration
State Street January 2015 - Present
State Street September 2013 - January 2015
Brown Brothers Harriman February 2013 - September 2013
National Grid May 2012 - September 2012
Gartner May 2011 - July 2011
Skills
Equity Trading, Securities Lending, Bloomberg, Fixed Income Analysis, Equity Capital Markets, Marketing Communications, Data Presentation, Strategic Planning, Financial Markets, Bloomberg Terminal, Series 7, Fixed Income, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Sales
Education
CFA Institute
2016 CFA Level III Candidate
Florida Gulf Coast University 2009 — 2011
B.S., Marketing
Onondaga Community College 2006 — 2008
A.S., Business Administration
Nicole Pedersen's Brown Brothers Harriman Experience January 1999 - Present
Job Vice President, Client Service Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 1999 - Present
Robert Half February 2004 - April 2005
P&O Nedlloyd June 1997 - December 1998
Skills
Financial Services, Sales, Vendor Management, Business Development, Finance, Equities, Fixed Income, Coaching, Investments, Marketing, Business Analysis, Hedge Funds
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), History
Brown Brothers Harriman January 1999 - Present
Robert Half February 2004 - April 2005
P&O Nedlloyd June 1997 - December 1998
Skills
Financial Services, Sales, Vendor Management, Business Development, Finance, Equities, Fixed Income, Coaching, Investments, Marketing, Business Analysis, Hedge Funds
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), History
Dave Nickolay Dave Nickolay's Brown Brothers Harriman Experience July 2014 - Present
Job Senior Financial Reporting Analyst
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Alta Trust Company May 2013 - June 2014
Rivet Software February 2011 - June 2012
Janus Capital Group January 2007 - January 2011
Janus Capital Group October 2002 - December 2006
Janus Capital Group April 2002 - September 2002
Janus Capital Group September 1999 - March 2002
Janus Capital Group November 1993 - December 1998
Skills
Skiing, Mountain Biking, Motorcycle, Financial Analysis, Financial Modeling, Budgets, Research, Strategic Financial..., Strategic Planning, Management, XBRL, Systems Analysis, US GAAP reporting, Fund Accounting, Business-minded, Business Information, Bloomberg, Unity, SQL, Crossfire, Eagle PACE, SDLC, Dimension, Oracle, SharePoint, Charles River IMS, Microsoft Excel, Outlook, Microsoft Word, Access, Finance, Mutual Funds, Fixed Income, Account Reconciliation, Financial Services, Financial Audits, Morningstar, Microsoft Office, Futures, Digital Strategy, Disaster Recovery, Financial Statements, Business Process, Securities, Business Requirements, Data Conversion, Consulting, Alternative Investments, User Acceptance Testing, US GAAP
Education
Fort Lewis College 1986 — 1990
Bachelor's degree, Business Adminstration
University of Colorado at Boulder 1989 — 1989
Brown Brothers Harriman July 2014 - Present
Alta Trust Company May 2013 - June 2014
Rivet Software February 2011 - June 2012
Janus Capital Group January 2007 - January 2011
Janus Capital Group October 2002 - December 2006
Janus Capital Group April 2002 - September 2002
Janus Capital Group September 1999 - March 2002
Janus Capital Group November 1993 - December 1998
Skills
Skiing, Mountain Biking, Motorcycle, Financial Analysis, Financial Modeling, Budgets, Research, Strategic Financial..., Strategic Planning, Management, XBRL, Systems Analysis, US GAAP reporting, Fund Accounting, Business-minded, Business Information, Bloomberg, Unity, SQL, Crossfire, Eagle PACE, SDLC, Dimension, Oracle, SharePoint, Charles River IMS, Microsoft Excel, Outlook, Microsoft Word, Access, Finance, Mutual Funds, Fixed Income, Account Reconciliation, Financial Services, Financial Audits, Morningstar, Microsoft Office, Futures, Digital Strategy, Disaster Recovery, Financial Statements, Business Process, Securities, Business Requirements, Data Conversion, Consulting, Alternative Investments, User Acceptance Testing, US GAAP
Education
Fort Lewis College 1986 — 1990
Bachelor's degree, Business Adminstration
University of Colorado at Boulder 1989 — 1989
Jeffrey Wooster Jeffrey Wooster's Brown Brothers Harriman Experience March 2011 - April 2012
Job Supervisor OTC Valuations and Pricing
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
BNY Mellon April 2015 - Present
HedgeServ March 2014 - April 2015
Deutsche Bank September 2012 - March 2014
Neuberger Berman April 2012 - September 2012
Brown Brothers Harriman March 2011 - April 2012
Apex Investment Services - Securities June 2010 - March 2011
Education
Fordham University 2012 — 2016
Master of Business Administration (M.B.A.), Pre MBA, 3.8
University of Rhode Island 2006 — 2010
Bachelor of Science Degree, Quantitative Economics
Leonard Corallo Leonard Corallo's Brown Brothers Harriman Experience April 2013 — August 2013
Job The Ellentuck Wealth Management Group at UBS
Industry Finance
Experience
UBS August 2013 — Present
Brown Brothers Harriman April 2013 — August 2013
Oppenheimer & Co. September 2011 — January 2012
Oppenheimer & Co. January 2011 — May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Modeling, Financial Analysis, Research, Public Speaking, Editing
Education
Fordham University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business - Finance/Management
UBS August 2013 — Present
Brown Brothers Harriman April 2013 — August 2013
Oppenheimer & Co. September 2011 — January 2012
Oppenheimer & Co. January 2011 — May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Modeling, Financial Analysis, Research, Public Speaking, Editing
Education
Fordham University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business - Finance/Management
Wayne Shrowder Wayne Shrowder's Brown Brothers Harriman Experience June 2006 - August 2006
Job Owner | CEO at Nine Mile Solutions LLC
Industry Higher Education
Experience
United States Army National Guard August 2015 - Present
Nine Mile Solutions LLC February 2013 - Present
Pratt Institute January 2010 - Present
Berklee College of Music May 2007 - August 2009
Brown Brothers Harriman June 2006 - August 2006
Atlantic Union College September 2003 - June 2006
Skills
Small Business, Business Planning, Budgets, Microsoft Office, Event Planning, Leadership, Strategic Planning, Policy Analysis, Project Management, Higher Education..., Account Management, Account Reconciliation, Public Speaking, Management, Research, Training, NYS Notary Public, Higher Education, Team Leadership, Program Development, Leadership Development, Customer Service, Social Networking, Team Building, Social Media Marketing
Education
General Assembly 2014 — 2014
Certificate, Back-end Web Development
Metropolitan College of New York 2010 — 2011
Master of Public Administration (MPA), Public Administration
Atlantic Union College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
United States Army National Guard August 2015 - Present
Nine Mile Solutions LLC February 2013 - Present
Pratt Institute January 2010 - Present
Berklee College of Music May 2007 - August 2009
Brown Brothers Harriman June 2006 - August 2006
Atlantic Union College September 2003 - June 2006
Skills
Small Business, Business Planning, Budgets, Microsoft Office, Event Planning, Leadership, Strategic Planning, Policy Analysis, Project Management, Higher Education..., Account Management, Account Reconciliation, Public Speaking, Management, Research, Training, NYS Notary Public, Higher Education, Team Leadership, Program Development, Leadership Development, Customer Service, Social Networking, Team Building, Social Media Marketing
Education
General Assembly 2014 — 2014
Certificate, Back-end Web Development
Metropolitan College of New York 2010 — 2011
Master of Public Administration (MPA), Public Administration
Atlantic Union College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Jill Chafer's Brown Brothers Harriman Experience June 1991 - May 1993
Job Competitive Intelligence Manager at Sealed Air Corporation
Industry Packaging and Containers
Experience
Sealed Air Corporation June 2015 - Present
NYSE December 1997 - Present
NYSE December 1997 - March 2003
Eagle Growth Investors December 1995 - December 1997
Kidder Peabody May 1993 - December 1995
Brown Brothers Harriman June 1991 - May 1993
Skills
Content Management, Market Intelligence, Strategic Planning, Business Intelligence, Competitive Analysis, Marketing Strategy, SharePoint, Strategy, Change Management, Online Research, Quantitative Research, Analysis, Finance, Management, Portfolio Management, Equities, Market Data
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Long Island University, C.W. Post Campus
Bachelor's Degree, Marketing and Business Management
Sealed Air Corporation June 2015 - Present
NYSE December 1997 - Present
NYSE December 1997 - March 2003
Eagle Growth Investors December 1995 - December 1997
Kidder Peabody May 1993 - December 1995
Brown Brothers Harriman June 1991 - May 1993
Skills
Content Management, Market Intelligence, Strategic Planning, Business Intelligence, Competitive Analysis, Marketing Strategy, SharePoint, Strategy, Change Management, Online Research, Quantitative Research, Analysis, Finance, Management, Portfolio Management, Equities, Market Data
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Long Island University, C.W. Post Campus
Bachelor's Degree, Marketing and Business Management
Shatara Grimsley Shatara Grimsley's Brown Brothers Harriman Experience May 2012 - Present
Job Associate Production Oversight Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2012 - Present
Making Opportunities Visualizing Empowerment, Inc. December 2011 - Present
Brown Brothers Harriman March 2008 - May 2012
State Street September 2004 - February 2008
Skills
Non-profits, Analysis, Nonprofits, Access, Strategic Planning, Management, Accounting, Microsoft Excel, Account Reconciliation, Interviews, Auditing, Portfolio Management, Financial Analysis, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word
Education
Florida International University - College of Business Administration 2010 — 2011
MBA, Corporate MBA
Paine College 2000 — 2004
Bachelor of Science, Business Administration- Accounting
Brown Brothers Harriman May 2012 - Present
Making Opportunities Visualizing Empowerment, Inc. December 2011 - Present
Brown Brothers Harriman March 2008 - May 2012
State Street September 2004 - February 2008
Skills
Non-profits, Analysis, Nonprofits, Access, Strategic Planning, Management, Accounting, Microsoft Excel, Account Reconciliation, Interviews, Auditing, Portfolio Management, Financial Analysis, Financial Services, Financial Reporting, General Ledger, Mutual Funds, Strategic Financial..., PowerPoint, Microsoft Office, Microsoft Word
Education
Florida International University - College of Business Administration 2010 — 2011
MBA, Corporate MBA
Paine College 2000 — 2004
Bachelor of Science, Business Administration- Accounting
Roman Bruegger's Brown Brothers Harriman Experience August 1998 - December 1998
Job Admissions & School Services Manager at GermanAmerican International School
Industry Education Management
Experience
German American International School August 2014 - Present
German American International School August 2012 - July 2014
Bike and Roll August 2011 - June 2012
Raiffeisenbank Grauholz, Switzerland December 2004 - December 2010
Allianz Suisse July 2004 - October 2004
Historisches Museum Bern July 2003 - October 2003
Armand von Ernst & Cie AG, Switzerland March 1996 - July 2002
William Blair and Company August 1998 - December 1998
Brown Brothers Harriman August 1998 - December 1998
Credit Suisse October 1995 - February 1996
Skills
Wordpress, Balanced Scorecard, Business English, English, German, Swiss German, French, Spanish, Microsoft Office, Constant Contact, HTML 5, Wine, Strategic Business, Team Leadership, Financial Analysis, Strategic Communications, Customer Service, Human Resources, Member Of A Team, Management, Newsletters, Website Development, Magazine Design, Magazine Articles, Member Relations, Board of Director..., Change Management, Unternehmensführung, Veränderungsmanagement
Education
Golden Gate University 2014 — 2016
Master of Business Administration (MBA), MBA
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master of Business Administration (MBA)
UC Berkeley 2013 — 2013
Certificate, Integrated Marketing Communications IMC, (A+)
Sonoma State University 2012 — 2012
Intermediate Degree, Wine Business Management
Sonoma State University 2011 — 2011
Fundamental Degree, Wine Business Management
University of Applied Sciences, Berne, Switzerland 2009 — 2010
CAS 'Leadership', Human Resource Management, Leadership
University of Cambridge 1996 — 2008
Certificate of Proficiency CPE (English), Advanced Certificate CAE (English), First Certificate FCE, Englische Sprache und Literatur, allgemein
University of Applied Sciences, Berne, Switzerland 2002 — 2005
Bachelor of Business Administration, Public Managment, International Management
Diverse Language Schools 2002 — 2003
Diplôme d’études en langue française DELF, French
Feusi Private College, Bern, Swizerland 2000 — 2001
Higher School Certificate, Languages, Economics, History
German American International School August 2014 - Present
German American International School August 2012 - July 2014
Bike and Roll August 2011 - June 2012
Raiffeisenbank Grauholz, Switzerland December 2004 - December 2010
Allianz Suisse July 2004 - October 2004
Historisches Museum Bern July 2003 - October 2003
Armand von Ernst & Cie AG, Switzerland March 1996 - July 2002
William Blair and Company August 1998 - December 1998
Brown Brothers Harriman August 1998 - December 1998
Credit Suisse October 1995 - February 1996
Skills
Wordpress, Balanced Scorecard, Business English, English, German, Swiss German, French, Spanish, Microsoft Office, Constant Contact, HTML 5, Wine, Strategic Business, Team Leadership, Financial Analysis, Strategic Communications, Customer Service, Human Resources, Member Of A Team, Management, Newsletters, Website Development, Magazine Design, Magazine Articles, Member Relations, Board of Director..., Change Management, Unternehmensführung, Veränderungsmanagement
Education
Golden Gate University 2014 — 2016
Master of Business Administration (MBA), MBA
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master of Business Administration (MBA)
UC Berkeley 2013 — 2013
Certificate, Integrated Marketing Communications IMC, (A+)
Sonoma State University 2012 — 2012
Intermediate Degree, Wine Business Management
Sonoma State University 2011 — 2011
Fundamental Degree, Wine Business Management
University of Applied Sciences, Berne, Switzerland 2009 — 2010
CAS 'Leadership', Human Resource Management, Leadership
University of Cambridge 1996 — 2008
Certificate of Proficiency CPE (English), Advanced Certificate CAE (English), First Certificate FCE, Englische Sprache und Literatur, allgemein
University of Applied Sciences, Berne, Switzerland 2002 — 2005
Bachelor of Business Administration, Public Managment, International Management
Diverse Language Schools 2002 — 2003
Diplôme d’études en langue française DELF, French
Feusi Private College, Bern, Swizerland 2000 — 2001
Higher School Certificate, Languages, Economics, History
Simon Koo, CFA Simon Koo, CFA's Brown Brothers Harriman Experience April 2002 - August 2004
Job Manager Valuation Services
Industry Financial Services
Experience
Grant Thornton LLP June 2011 - Present
Ardour Capital Investments March 2010 - September 2010
Deutsche Bank September 2004 - April 2006
Brown Brothers Harriman April 2002 - August 2004
State Street February 2001 - July 2002
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Equities, Business Valuation, Capital Markets, Due Diligence, Bloomberg Terminal, Financial Statement..., Investment Banking, Hedge Funds, Fixed Income, Asset Management, Morningstar, Private Equity, Alternative Investments, Equity Valuation, Finance, DCF
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, GPA: 4.0
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology, GPA: 3.8
Grant Thornton LLP June 2011 - Present
Ardour Capital Investments March 2010 - September 2010
Deutsche Bank September 2004 - April 2006
Brown Brothers Harriman April 2002 - August 2004
State Street February 2001 - July 2002
Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Corporate Finance, Equities, Business Valuation, Capital Markets, Due Diligence, Bloomberg Terminal, Financial Statement..., Investment Banking, Hedge Funds, Fixed Income, Asset Management, Morningstar, Private Equity, Alternative Investments, Equity Valuation, Finance, DCF
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, GPA: 4.0
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology, GPA: 3.8
Paul Weissenberger Paul Weissenberger's Brown Brothers Harriman Experience April 2010 - October 2014
Job SVP at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - Present
Brown Brothers Harriman April 2010 - October 2014
CIT Group Inc. June 2005 - June 2009
Scotia Capital August 1993 - June 2005
National Westminster Bank USA July 1987 - August 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
U.S. Bank November 2014 - Present
Brown Brothers Harriman April 2010 - October 2014
CIT Group Inc. June 2005 - June 2009
Scotia Capital August 1993 - June 2005
National Westminster Bank USA July 1987 - August 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Averi Giudicessi Averi Giudicessi's Brown Brothers Harriman Experience July 2014 - Present
Job Treasury Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Warby Parker February 2013 - June 2013
Organizing for America May 2012 - August 2012
American Ballet Theater January 2011 - June 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Fordham University 2010 — 2014
Bachelor's degree, Psychology
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Warby Parker February 2013 - June 2013
Organizing for America May 2012 - August 2012
American Ballet Theater January 2011 - June 2011
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Fordham University 2010 — 2014
Bachelor's degree, Psychology
Edward Hale Edward Hale's Brown Brothers Harriman Experience August 2015 - Present
Job Employment Attorney, Business Manager, and HR Professional
Industry Legal Services
Experience
Brown Brothers Harriman August 2015 - Present
Goodwin Procter LLP 2012 - 2015
Bingham McCutchen 2008 - 2012
Greenberg Traurig, LLP 2006 - 2008
WilmerHale 2001 - 2006
Skills
Securities Litigation, Commercial Litigation, White Collar Criminal..., Litigation, Legal Research, Intellectual Property, Legal Writing, Securities Regulation, Civil Litigation, Patent Litigation, Corporate Law, Arbitration, Employment Law, Practice Management, Mediation, Appeals, Alternative Dispute..., Business Development
Education
Harvard University 1994 — 1998
A.B., Psychology
Georgetown University Law Center 1998 — 2001
J.D., Law
Brown Brothers Harriman August 2015 - Present
Goodwin Procter LLP 2012 - 2015
Bingham McCutchen 2008 - 2012
Greenberg Traurig, LLP 2006 - 2008
WilmerHale 2001 - 2006
Skills
Securities Litigation, Commercial Litigation, White Collar Criminal..., Litigation, Legal Research, Intellectual Property, Legal Writing, Securities Regulation, Civil Litigation, Patent Litigation, Corporate Law, Arbitration, Employment Law, Practice Management, Mediation, Appeals, Alternative Dispute..., Business Development
Education
Harvard University 1994 — 1998
A.B., Psychology
Georgetown University Law Center 1998 — 2001
J.D., Law
Gail Freeman, CAP's Brown Brothers Harriman Experience July 2014 - Present
Job Associate, Event Strategy Manager, Private Banking at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
International Association of Administrative Professionals 2005 - Present
Brown Brothers Harriman December 2010 - July 2014
Brown Brothers Harriman October 2002 - December 2010
S&H Greenpoints January 2000 - October 2002
Dewing & Schmid Architects January 1998 - January 2000
Prodigy International May 1997 - January 1998
Skills
Office Management, Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Event Planning, Microsoft Office, Recruiting, Outlook, Newsletters, System Administration, Public Speaking, Spreadsheets, Access, Lotus Notes, Customer Service, Teamwork, Administration, Marketing
Education
Gordon College 1993 — 1997
BA, Spanish & International Affairs
Brown Brothers Harriman July 2014 - Present
International Association of Administrative Professionals 2005 - Present
Brown Brothers Harriman December 2010 - July 2014
Brown Brothers Harriman October 2002 - December 2010
S&H Greenpoints January 2000 - October 2002
Dewing & Schmid Architects January 1998 - January 2000
Prodigy International May 1997 - January 1998
Skills
Office Management, Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Event Planning, Microsoft Office, Recruiting, Outlook, Newsletters, System Administration, Public Speaking, Spreadsheets, Access, Lotus Notes, Customer Service, Teamwork, Administration, Marketing
Education
Gordon College 1993 — 1997
BA, Spanish & International Affairs
Lisa Snider Lisa Snider's Brown Brothers Harriman Experience June 2008 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
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
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
Kevin Barley Kevin Barley's Brown Brothers Harriman Experience May 2008 - December 2012
Job Senior Business Systems Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Sun Life Financial December 2012 - Present
Brown Brothers Harriman May 2008 - December 2012
MFS Investment Management August 2007 - May 2008
Wellington Management May 1997 - July 2007
Skills
Investment Management, Hedge Funds, Investments, Mutual Funds, Process Improvement, Portfolio Management, Securities, Strategic Planning, Strategy, Training, Fixed Income, Equities, Due Diligence, Business Analysis, Agile Methodologies, Alternative Investments, Analysis, Asset Management, Asset Managment, Bloomberg, Contract Negotiation
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Biology, General
Kelley Sferrazza's Brown Brothers Harriman Experience May 1999 - March 2005
Job Administrator/ Executive Director at Somerville Home, Inc.
Industry Nonprofit Organization Management
Experience
Somerville Home, Inc. April 2010 - Present
Somerville Home, Inc. June 2008 - October 2010
Somerville Home, Inc. February 2010 - April 2010
Health Care For All July 2005 - June 2008
Brown Brothers Harriman May 1999 - March 2005
Framingham State University August 1998 - May 1999
Skills
Non-profits, Leadership, Budgets, Management, Volunteer Management, Microsoft Office, Account Reconciliation, Microsoft Excel, Training, Research, Analysis, Fundraising, Marketing, Policy, Nonprofits, Grant Writing, Program Development
Education
Framingham State College 1995 — 1999
BS, Accounting, Psychology
Somerville Highschool
Somerville Home, Inc. April 2010 - Present
Somerville Home, Inc. June 2008 - October 2010
Somerville Home, Inc. February 2010 - April 2010
Health Care For All July 2005 - June 2008
Brown Brothers Harriman May 1999 - March 2005
Framingham State University August 1998 - May 1999
Skills
Non-profits, Leadership, Budgets, Management, Volunteer Management, Microsoft Office, Account Reconciliation, Microsoft Excel, Training, Research, Analysis, Fundraising, Marketing, Policy, Nonprofits, Grant Writing, Program Development
Education
Framingham State College 1995 — 1999
BS, Accounting, Psychology
Somerville Highschool
David Bowe's Brown Brothers Harriman Experience 1980 - 1987
Job CEO
Industry Venture Capital & Private Equity
Experience
Dougherty's Pharmacy, Inc. March 2004 - 2012
Ascendant Solutions, Inc 1999 - 2012
Medicine Man Pharmacies, LLP 2004 - 2008
Park Infusion Care, LP 2004 - 2007
U.S. Housewares Corporation 1998 - 1999
Heartland Capital Partners, LP 1993 - 1997
The Thompson Company 1987 - 1992
Brown Brothers Harriman 1980 - 1987
Skills
Private Equity, Restructuring, Mergers, Corporate Finance, Venture Capital, Strategic Planning, Corporate Development, Due Diligence, LBO, Finance, Leadership, Leveraged Finance, Mergers & Acquisitions, Entrepreneurship, Management, Executive Management, IPO, M&A experience, Financial Structuring, Business Valuation, Turn Around Management, Divestitures, Investor Relations, Private Placements, Capital, Acquisition Integration, Growth Capital, Joint Ventures, Investment Banking, Acquisitions, Valuation, Capital Raising, Emerging Markets, Structured Finance, Funding, Deal Sourcing, Capital Markets, Board of Directors, Alternative Investments, Financial Modeling, Debt Restructuring, Angel Investing, Hedge Funds, Start-up Ventures
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA, Finance
Chartered Financial Analyst (CFA)
Dougherty's Pharmacy, Inc. March 2004 - 2012
Ascendant Solutions, Inc 1999 - 2012
Medicine Man Pharmacies, LLP 2004 - 2008
Park Infusion Care, LP 2004 - 2007
U.S. Housewares Corporation 1998 - 1999
Heartland Capital Partners, LP 1993 - 1997
The Thompson Company 1987 - 1992
Brown Brothers Harriman 1980 - 1987
Skills
Private Equity, Restructuring, Mergers, Corporate Finance, Venture Capital, Strategic Planning, Corporate Development, Due Diligence, LBO, Finance, Leadership, Leveraged Finance, Mergers & Acquisitions, Entrepreneurship, Management, Executive Management, IPO, M&A experience, Financial Structuring, Business Valuation, Turn Around Management, Divestitures, Investor Relations, Private Placements, Capital, Acquisition Integration, Growth Capital, Joint Ventures, Investment Banking, Acquisitions, Valuation, Capital Raising, Emerging Markets, Structured Finance, Funding, Deal Sourcing, Capital Markets, Board of Directors, Alternative Investments, Financial Modeling, Debt Restructuring, Angel Investing, Hedge Funds, Start-up Ventures
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA, Finance
Chartered Financial Analyst (CFA)
Tim Nauheimer Tim Nauheimer's Brown Brothers Harriman Experience 1991 - 1993
Job Chief Risk Officer at AmTrust Financial Services, Inc. (AFSI)
Industry Insurance
Experience
AmTrust Financial Services, Inc. (AFSI) January 2013 - Present
New York State Department of Financial Services/Insurance Dept. November 2001 - January 2013
KPMG 1999 - 2001
Deutsche Bank January 1998 - December 1998
Yamaichi International America May 1996 - December 1997
Salomon Smith Barney October 1993 - May 1996
Brown Brothers Harriman 1991 - 1993
Skills
Financial Risk, Risk Management, Insurance, Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Underwriting, Reinsurance, Property & Casualty..., Financial Analysis, Operational Risk..., Actuarial Science, Corporate Governance, Sarbanes-Oxley Act
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA in Finance, Investments and Securities
New York Institute of Technology 1989 — 1990
BS, Accounting
AmTrust Financial Services, Inc. (AFSI) January 2013 - Present
New York State Department of Financial Services/Insurance Dept. November 2001 - January 2013
KPMG 1999 - 2001
Deutsche Bank January 1998 - December 1998
Yamaichi International America May 1996 - December 1997
Salomon Smith Barney October 1993 - May 1996
Brown Brothers Harriman 1991 - 1993
Skills
Financial Risk, Risk Management, Insurance, Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Underwriting, Reinsurance, Property & Casualty..., Financial Analysis, Operational Risk..., Actuarial Science, Corporate Governance, Sarbanes-Oxley Act
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA in Finance, Investments and Securities
New York Institute of Technology 1989 — 1990
BS, Accounting
Abigail T. Reynolds Abigail T. Reynolds's Brown Brothers Harriman Experience 1994 - 1996
Job Chief Administrative Officer, US Retail at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
Jim Manousos Jim Manousos's Brown Brothers Harriman Experience 2000 - 2012
Job CoFounder at DarkMatter2bd
Industry Pharmaceuticals
Experience
DarkMatter2bd January 2013 - Present
Green Warrior Farms, LLC. January 2012 - Present
Clinical Information Network, Inc. 2007 - Present
AdvantageMS November 2001 - May 2012
Advantage Management Solutions, Inc. September 2001 - May 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Elan 1997 - 2002
Skills
Sales Management, Data Warehousing, Resource Allocation, Healthcare, Sales Support, Data Warehouse..., Territory Optimization, Pharmaceutics, Cognos, Sales Operations, Managed Care, Pharmaceutical Industry, Patient Recruitment, Clinical Data Management, Clinical Research, Strategic Planning, Management, Strategy, Business Intelligence, Analytics, Pharmaceutical Sales, Business Strategy, Cardiology, Market Research, Business Development, Diabetes, Urology, Sales Effectiveness, Biotechnology, Oncology, Neurology, Product Launch, Lifesciences, Clinical Trials, Informatics, Infectious Diseases, Competitive Intelligence, Medical Devices, Commercialization, Biopharmaceuticals, Market Analysis, Drug Development, Clinical Development, Data Management, Medical Writing, Global Marketing, Medicine, Vaccines, Master Data Management, Market Access
Education
Fordham University 1979 — 1982
BS, Appropriate Energy Technology
Loyola School 1971 — 1975
HS, Science
DarkMatter2bd January 2013 - Present
Green Warrior Farms, LLC. January 2012 - Present
Clinical Information Network, Inc. 2007 - Present
AdvantageMS November 2001 - May 2012
Advantage Management Solutions, Inc. September 2001 - May 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Brown Brothers Harriman 2000 - 2012
Elan 1997 - 2002
Skills
Sales Management, Data Warehousing, Resource Allocation, Healthcare, Sales Support, Data Warehouse..., Territory Optimization, Pharmaceutics, Cognos, Sales Operations, Managed Care, Pharmaceutical Industry, Patient Recruitment, Clinical Data Management, Clinical Research, Strategic Planning, Management, Strategy, Business Intelligence, Analytics, Pharmaceutical Sales, Business Strategy, Cardiology, Market Research, Business Development, Diabetes, Urology, Sales Effectiveness, Biotechnology, Oncology, Neurology, Product Launch, Lifesciences, Clinical Trials, Informatics, Infectious Diseases, Competitive Intelligence, Medical Devices, Commercialization, Biopharmaceuticals, Market Analysis, Drug Development, Clinical Development, Data Management, Medical Writing, Global Marketing, Medicine, Vaccines, Master Data Management, Market Access
Education
Fordham University 1979 — 1982
BS, Appropriate Energy Technology
Loyola School 1971 — 1975
HS, Science
James P. Bailey James P. Bailey's Brown Brothers Harriman Experience January 1995 - January 2007
Job Senior Vice President, Institutional Investment Management Sales, Aviva Investors North America, Inc.
Industry Investment Management
Experience
- 2009 - 2010
Aviva Investors January 2007 - 2009
Brown Brothers Harriman January 1995 - January 2007
DMB&B September 1992 - September 1995
Deloitte & Touche September 1988 - September 1992
Deloitte 1988 - 1992
Education
University of Pennsylvania, Aresty Institute of Executive Education, The Wharton School 2008 — 2008
Marketing and Investment Management Program
Fordham University 1984 — 1988
BS, Dual Major: Finance and Management Information Systems
- 2009 - 2010
Aviva Investors January 2007 - 2009
Brown Brothers Harriman January 1995 - January 2007
DMB&B September 1992 - September 1995
Deloitte & Touche September 1988 - September 1992
Deloitte 1988 - 1992
Education
University of Pennsylvania, Aresty Institute of Executive Education, The Wharton School 2008 — 2008
Marketing and Investment Management Program
Fordham University 1984 — 1988
BS, Dual Major: Finance and Management Information Systems
Caroline Brainard Caroline Brainard's Brown Brothers Harriman Experience January 2012 - April 2013
Job CPA, Finance at C&W Services
Industry Financial Services
Experience
Cushman & Wakefield (C&W Services) May 2013 - Present
Brown Brothers Harriman January 2012 - April 2013
Taylor, Wainio & Neville, PA May 2009 - June 2011
Julian LeCraw & Company 2008 - 2009
WCI Communities, Inc. 2004 - 2008
Skills
Financial Reporting, Finance, Financial Analysis, Accounting, Financial Accounting, Internal Controls, General Ledger, Due Diligence, Financial Modeling, Tax, Auditing, Cash Flow, Internal Audit, Managerial Finance, Valuation
Education
Georgia State University 1998 — 2001
MBA, Finance
Georgia Tech 1991 — 1995
BS, IM
RCHS
Cushman & Wakefield (C&W Services) May 2013 - Present
Brown Brothers Harriman January 2012 - April 2013
Taylor, Wainio & Neville, PA May 2009 - June 2011
Julian LeCraw & Company 2008 - 2009
WCI Communities, Inc. 2004 - 2008
Skills
Financial Reporting, Finance, Financial Analysis, Accounting, Financial Accounting, Internal Controls, General Ledger, Due Diligence, Financial Modeling, Tax, Auditing, Cash Flow, Internal Audit, Managerial Finance, Valuation
Education
Georgia State University 1998 — 2001
MBA, Finance
Georgia Tech 1991 — 1995
BS, IM
RCHS
Josh Holzman Josh Holzman's Brown Brothers Harriman Experience March 2015 - July 2015
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - July 2015
Metro Credit Union May 2013 - March 2015
Franklin & Marshall College September 2012 - December 2014
Brooks School Day Camp June 2011 - August 2012
Skills
Customer Service, Teamwork, Microsoft Word, Social Media, Windows, PowerPoint, Microsoft Excel, Customer Engagement, MS Excel Pivot Tables, Accounting, Social Networking, Sales, Spanish, Leadership, Finance, Facebook, Editing, Marketing, Community Outreach
Education
Franklin & Marshall College 2010 — 2014
Bachelor's Degree, Economics and Business, Organizations & Society
Brown Brothers Harriman March 2015 - July 2015
Metro Credit Union May 2013 - March 2015
Franklin & Marshall College September 2012 - December 2014
Brooks School Day Camp June 2011 - August 2012
Skills
Customer Service, Teamwork, Microsoft Word, Social Media, Windows, PowerPoint, Microsoft Excel, Customer Engagement, MS Excel Pivot Tables, Accounting, Social Networking, Sales, Spanish, Leadership, Finance, Facebook, Editing, Marketing, Community Outreach
Education
Franklin & Marshall College 2010 — 2014
Bachelor's Degree, Economics and Business, Organizations & Society
Nom Deavers Nom Deavers's Brown Brothers Harriman Experience September 2010 - Present
Job Senior Analyst Settlements Desk at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds October 2005 - September 2010
Gazpacho New Mexican Restaurant August 2001 - September 2005
TCD The Commercial Division July 1998 - August 2001
Skills
Futures, Settlement Services, Equities, Mutual Funds, Fund Administration, Options, Bonds, Economics, Due Diligence, Financial Services, Bloomberg Terminal, Business Analysis, Financial Reporting, Financial Analysis
Education
Fort Lewis College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General, GPA: 3.98
Brown Brothers Harriman September 2010 - Present
OppenheimerFunds October 2005 - September 2010
Gazpacho New Mexican Restaurant August 2001 - September 2005
TCD The Commercial Division July 1998 - August 2001
Skills
Futures, Settlement Services, Equities, Mutual Funds, Fund Administration, Options, Bonds, Economics, Due Diligence, Financial Services, Bloomberg Terminal, Business Analysis, Financial Reporting, Financial Analysis
Education
Fort Lewis College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General, GPA: 3.98
Nick Matt Nick Matt's Brown Brothers Harriman Experience May 2004 - July 2007
Job Brand Manager at FX Matt Brewing Co
Industry Consumer Goods
Experience
FX Matt Brewing Co March 2013 - Present
Procter & Gamble May 2009 - March 2013
Brown Brothers Harriman May 2004 - July 2007
Skills
Marketing, Customer Insight, FMCG, Brand Management, Marketing Management
Education
London Business School 2007 — 2009
Master of Business Administration (M.B.A.), Marketing
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Mathematics, Theology
FX Matt Brewing Co March 2013 - Present
Procter & Gamble May 2009 - March 2013
Brown Brothers Harriman May 2004 - July 2007
Skills
Marketing, Customer Insight, FMCG, Brand Management, Marketing Management
Education
London Business School 2007 — 2009
Master of Business Administration (M.B.A.), Marketing
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Mathematics, Theology
Samuel Tucker Samuel Tucker's Brown Brothers Harriman Experience February 2011 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2011 - Present
AEGON October 2007 - December 2010
Bank of New York Mellon December 2002 - October 2007
Skills
Mutual Funds, Bloomberg, Financial Services, Fund Administration, Fund Accounting, Securities, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Investments, Derivatives, Financial Reporting, Valuation, Financial Analysis, Asset Allocation, Bloomberg Terminal, Series 7, Trading, Options, Swaps, Series 63, Accounting, Bonds, Corporate Actions, ETFs, FINRA, FX Options, Finance, Financial Markets, Financial Modeling, Fund Of Funds, Investment Management, Portfolio Management, Private Equity
Education
University of Phoenix 2004 — 2005
MBA, Accounting
Florida Agricultural and Mechanical University 1994 — 1999
Bachelors, Agri Business
Brown Brothers Harriman February 2011 - Present
AEGON October 2007 - December 2010
Bank of New York Mellon December 2002 - October 2007
Skills
Mutual Funds, Bloomberg, Financial Services, Fund Administration, Fund Accounting, Securities, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Investments, Derivatives, Financial Reporting, Valuation, Financial Analysis, Asset Allocation, Bloomberg Terminal, Series 7, Trading, Options, Swaps, Series 63, Accounting, Bonds, Corporate Actions, ETFs, FINRA, FX Options, Finance, Financial Markets, Financial Modeling, Fund Of Funds, Investment Management, Portfolio Management, Private Equity
Education
University of Phoenix 2004 — 2005
MBA, Accounting
Florida Agricultural and Mechanical University 1994 — 1999
Bachelors, Agri Business
Jake Noone's Brown Brothers Harriman Experience May 2012 - April 2013
Job J.D. Candidate at Villanova University School of Law
Industry Investment Management
Experience
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Guggenheim Partners May 2015 - August 2015
Guggenheim Partners May 2014 - August 2014
Brown Brothers Harriman May 2012 - April 2013
Halliday Financial Group March 2012 - May 2012
The Glen Head Pharmacy June 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Hedge Funds, Securities, Financial Modeling, PowerPoint, Research, Securities Regulation, FINRA, Investment Management, Fundraising, Networking, Alternative Investments, Finance, Due Diligence, Legal Research, V Lookups, Pivot Tables, Investment Consulting, Business Development, Compliance, AML, KYC, Client Service Oriented, Client Relations Skills, Operations, Intralink, Salesforce.com, DTCC, Management, Investment Banking
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Pepperdine University 2010 — 2010
Public Policy Analysis
Fordham University 2006 — 2010
B.S., Business Administration and Law
Erik Pena's Brown Brothers Harriman Experience July 2006 - August 2013
Job Global Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2015 - Present
Solazyme August 2013 - April 2015
Brown Brothers Harriman July 2006 - August 2013
Strategic Decisions Group (SDG) December 2004 - July 2006
Campbell Alliance June 2003 - December 2004
The Advisory Board Company January 2000 - August 2001
ITIM Associates 1998 - 2000
Columbia University Medical Center 1997 - 1998
Georgetown University Medical Center 1993 - 1997
Skills
Mergers, Investment Banking, Management Consulting, Corporate Development, Private Equity, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Venture Capital, Alternative Investments, Mergers & Acquisitions, Equity Research, Change Management, Corporate Finance, Financial Services
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (BS)
Regis High School
RBC Capital Markets April 2015 - Present
Solazyme August 2013 - April 2015
Brown Brothers Harriman July 2006 - August 2013
Strategic Decisions Group (SDG) December 2004 - July 2006
Campbell Alliance June 2003 - December 2004
The Advisory Board Company January 2000 - August 2001
ITIM Associates 1998 - 2000
Columbia University Medical Center 1997 - 1998
Georgetown University Medical Center 1993 - 1997
Skills
Mergers, Investment Banking, Management Consulting, Corporate Development, Private Equity, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Venture Capital, Alternative Investments, Mergers & Acquisitions, Equity Research, Change Management, Corporate Finance, Financial Services
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (BS)
Regis High School
Joseph G. Kirchmeier, CIPM's Brown Brothers Harriman Experience August 1998 - November 1999
Job Service Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon October 2013 - Present
The Bank of New York Mellon May 2004 - October 2013
The Bank of New York Mellon October 2000 - May 2004
Brown Brothers Harriman August 1998 - November 1999
Skills
Performance Measurement, Portfolio Management, Investments, Financial Risk, Fixed Income, Analysis, Alternative Investments, Equities, Bloomberg
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
University of Dayton 1994 — 1998
BS, Finance
The Bank of New York Mellon October 2013 - Present
The Bank of New York Mellon May 2004 - October 2013
The Bank of New York Mellon October 2000 - May 2004
Brown Brothers Harriman August 1998 - November 1999
Skills
Performance Measurement, Portfolio Management, Investments, Financial Risk, Fixed Income, Analysis, Alternative Investments, Equities, Bloomberg
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance
University of Dayton 1994 — 1998
BS, Finance
Cynthia Campbell Cynthia Campbell's Brown Brothers Harriman Experience August 2011 - December 2011
Job Recruiting Manager at Goodwin Procter LLP
Industry Human Resources
Experience
Goodwin Procter LLP August 2014 - March 2015
MIT Sloan School of Management June 2013 - June 2014
Sapient Global Markets October 2012 - January 2013
Houghton Mifflin Harcourt March 2012 - October 2012
Brown Brothers Harriman August 2011 - December 2011
State Street February 2011 - August 2011
Conley & Company 2008 - 2009
Harvard Business School 2005 - 2007
Trinity Boston Foundation 2003 - 2005
Conley & Company 2002 - 2002
Skills
Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Executive Search, Strategy, Start-ups, Onboarding, Human Resources, CRM, Interviews, Negotiation, Training, Management, Change Management, Leadership Development, Leadership, Consulting, Employee Relations, Employee Benefits, Deferred Compensation
Education
Gettysburg College 1982 — 1986
B.A.
Wayland High school
Goodwin Procter LLP August 2014 - March 2015
MIT Sloan School of Management June 2013 - June 2014
Sapient Global Markets October 2012 - January 2013
Houghton Mifflin Harcourt March 2012 - October 2012
Brown Brothers Harriman August 2011 - December 2011
State Street February 2011 - August 2011
Conley & Company 2008 - 2009
Harvard Business School 2005 - 2007
Trinity Boston Foundation 2003 - 2005
Conley & Company 2002 - 2002
Skills
Recruiting, Talent Acquisition, Talent Management, Applicant Tracking..., Executive Search, Strategy, Start-ups, Onboarding, Human Resources, CRM, Interviews, Negotiation, Training, Management, Change Management, Leadership Development, Leadership, Consulting, Employee Relations, Employee Benefits, Deferred Compensation
Education
Gettysburg College 1982 — 1986
B.A.
Wayland High school
Glen L. Wagner's Brown Brothers Harriman Experience 2010 - 2013
Job Capital Analyst West Division, Comcast
Industry Telecommunications
Experience
Comcast August 2014 - Present
Cherry Creek HOA Professionals, LLC October 2013 - August 2014
Brown Brothers Harriman 2010 - 2013
OppenheimerFunds 1995 - 2010
Skills
Financial Reporting, Investments, Mutual Funds, General Ledger, Fund Accounting, Financial Analysis, Variance Analysis, Finance, Securities, Corporate Finance, Equities, Banking, Bloomberg, Process Improvement, Alternative Investments, GAAP, Budgets, Microsoft Excel, Financial Statements, FINRA, Accounting, Derivatives, Financial Services, Forecasting
Education
Metropolitan State University of Denver 1993 — 1995
Bachelor of Science, Finance
Front Range Community College 1991 — 1993
Associates of Applied Science, Accounting
Comcast August 2014 - Present
Cherry Creek HOA Professionals, LLC October 2013 - August 2014
Brown Brothers Harriman 2010 - 2013
OppenheimerFunds 1995 - 2010
Skills
Financial Reporting, Investments, Mutual Funds, General Ledger, Fund Accounting, Financial Analysis, Variance Analysis, Finance, Securities, Corporate Finance, Equities, Banking, Bloomberg, Process Improvement, Alternative Investments, GAAP, Budgets, Microsoft Excel, Financial Statements, FINRA, Accounting, Derivatives, Financial Services, Forecasting
Education
Metropolitan State University of Denver 1993 — 1995
Bachelor of Science, Finance
Front Range Community College 1991 — 1993
Associates of Applied Science, Accounting
Suzan Barron's Brown Brothers Harriman Experience November 2005 - Present
Job SVP & Sr Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Brooks Walker's Brown Brothers Harriman Experience July 2013 - May 2014
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Brown Brothers Harriman June 2012 - July 2013
SocialCode September 2011 - January 2012
Itau Securities August 2011 - September 2011
Greenwich Associates June 2011 - July 2011
Skills
Social Media, Financial Analysis, Investment Management, Trading, Wealth Management, Bloomberg, Investments, Spanish, Economics, PowerPoint, Research, Microsoft Excel, Data Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Equities, Hedge Funds, Capital Markets
Education
Georgetown University 2008 — 2012
BA, Government and Economics
Greenwich Country Day School 1995 — 2005
Morgan Stanley May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Brown Brothers Harriman June 2012 - July 2013
SocialCode September 2011 - January 2012
Itau Securities August 2011 - September 2011
Greenwich Associates June 2011 - July 2011
Skills
Social Media, Financial Analysis, Investment Management, Trading, Wealth Management, Bloomberg, Investments, Spanish, Economics, PowerPoint, Research, Microsoft Excel, Data Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Equities, Hedge Funds, Capital Markets
Education
Georgetown University 2008 — 2012
BA, Government and Economics
Greenwich Country Day School 1995 — 2005
Bobby Kelly's Brown Brothers Harriman Experience August 2014 - November 2014
Job Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank January 2015 - Present
Brown Brothers Harriman August 2014 - November 2014
Brown Brothers Harriman August 2013 - July 2014
Brown Brothers Harriman June 2012 - August 2012
U.S. House of Representatives January 2012 - May 2012
Chatham Bars Inn June 2009 - August 2011
Education
Georgetown University 2010 — 2013
Bachelor of Arts (B.A.), Classics, Latin Concentration
Intercollegiate Center for Classical Studies at Rome
Classics and Classical Languages, Literatures, and Linguistics
Noble and Greenough School 2006 — 2009
Silicon Valley Bank January 2015 - Present
Brown Brothers Harriman August 2014 - November 2014
Brown Brothers Harriman August 2013 - July 2014
Brown Brothers Harriman June 2012 - August 2012
U.S. House of Representatives January 2012 - May 2012
Chatham Bars Inn June 2009 - August 2011
Education
Georgetown University 2010 — 2013
Bachelor of Arts (B.A.), Classics, Latin Concentration
Intercollegiate Center for Classical Studies at Rome
Classics and Classical Languages, Literatures, and Linguistics
Noble and Greenough School 2006 — 2009
Blake Bisciotti Blake Bisciotti's Brown Brothers Harriman Experience October 2008 - March 2015
Job Vice President/Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
Michael P. Donelan, CFA Michael P. Donelan, CFA's Brown Brothers Harriman Experience 1988 - 1991
Job Director at Ryan Labs
Industry Financial Services
Experience
Ryan Labs 2003 - Present
NY State Insurance Fund 2002 - 2002
Butterfield Bank 1998 - 1999
ABN AMRO Bank 1991 - 1995
Brown Brothers Harriman 1988 - 1991
Education
Fordham Gabelli School of Business 1995 — 1997
Seton Hall University 1984 — 1988
BS, Finance
Christian Brothers Academy 1980 — 1984
Ryan Labs 2003 - Present
NY State Insurance Fund 2002 - 2002
Butterfield Bank 1998 - 1999
ABN AMRO Bank 1991 - 1995
Brown Brothers Harriman 1988 - 1991
Education
Fordham Gabelli School of Business 1995 — 1997
Seton Hall University 1984 — 1988
BS, Finance
Christian Brothers Academy 1980 — 1984
Ed Liebowitz's Brown Brothers Harriman Experience May 2006 - July 2008
Job Product Marketing & Incubation at Everyday Health Inc.
Industry Health, Wellness and Fitness
Experience
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. November 2014 - August 2015
Everyday Health Inc. February 2014 - November 2014
Everyday Health January 2013 - January 2014
Everyday Health April 2012 - December 2012
My First Yoga 2011 - January 2012
Keas August 2010 - October 2011
Perform - Physical Education For Managers September 2009 - August 2010
Grantham, Mayo, Van Otterloo & Company June 2009 - August 2009
Brown Brothers Harriman May 2006 - July 2008
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Business Intelligence, Lead Generation, Excel, VBA, Database Design, Data Mining, Data Analysis, Performance Metrics, Business Metrics, Start-ups, Microsoft Excel, Business Development, Business Strategy, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Fordham University 2003 — 2005
MA, Political Science
Hobart and William Smith Colleges 1998 — 2001
BA, Economics
Mahopac High School
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. November 2014 - August 2015
Everyday Health Inc. February 2014 - November 2014
Everyday Health January 2013 - January 2014
Everyday Health April 2012 - December 2012
My First Yoga 2011 - January 2012
Keas August 2010 - October 2011
Perform - Physical Education For Managers September 2009 - August 2010
Grantham, Mayo, Van Otterloo & Company June 2009 - August 2009
Brown Brothers Harriman May 2006 - July 2008
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Business Intelligence, Lead Generation, Excel, VBA, Database Design, Data Mining, Data Analysis, Performance Metrics, Business Metrics, Start-ups, Microsoft Excel, Business Development, Business Strategy, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Fordham University 2003 — 2005
MA, Political Science
Hobart and William Smith Colleges 1998 — 2001
BA, Economics
Mahopac High School
Kelly McDerby's Brown Brothers Harriman Experience July 2013 - June 2014
Job Marketing Assistant at City National Rochdale
Industry Banking
Experience
City National Rochdale June 2014 - Present
Brown Brothers Harriman July 2013 - June 2014
New York County District Attorney's Office June 2010 - June 2013
Disney-ABC Television Group September 2009 - December 2009
Irish America Magazine June 2009 - September 2009
Skills
Hedge Funds, Financial Analysis, Access, Analysis, Press Releases, Social Networking, Bloomberg, Event Planning, Blogging, Proofreading, Customer Service, Leadership
Education
Fordham University 2006 — 2010
BA, Economics & English
National University of Ireland, Galway
City National Rochdale June 2014 - Present
Brown Brothers Harriman July 2013 - June 2014
New York County District Attorney's Office June 2010 - June 2013
Disney-ABC Television Group September 2009 - December 2009
Irish America Magazine June 2009 - September 2009
Skills
Hedge Funds, Financial Analysis, Access, Analysis, Press Releases, Social Networking, Bloomberg, Event Planning, Blogging, Proofreading, Customer Service, Leadership
Education
Fordham University 2006 — 2010
BA, Economics & English
National University of Ireland, Galway
Ruth Clark's Brown Brothers Harriman Experience February 2008 - August 2010
Job Compliance Associate at Hudson Bay Capital Management LP
Industry Investment Management
Experience
Hudson Bay Capital Management LP May 2011 - Present
TIAA-CREF August 2010 - April 2011
Brown Brothers Harriman February 2008 - August 2010
TD Securities (USA) LLC June 2007 - February 2008
American Stock Exchange August 2004 - June 2007
Pacific Exchange January 1999 - September 2002
Skills
FINRA, Hedge Funds, Securities Regulation, Compliance, SEC filings, Investment Advisory, Broker-Dealer, Stock Exchange, Membership Relations, Membership Development, Registration Services, Code of Ethics, Policy Analysis, Process Improvement, Procedure Development
Education
Florida State University 1987 — 1993
Bachelor of Science (B.S.)
Hudson Bay Capital Management LP May 2011 - Present
TIAA-CREF August 2010 - April 2011
Brown Brothers Harriman February 2008 - August 2010
TD Securities (USA) LLC June 2007 - February 2008
American Stock Exchange August 2004 - June 2007
Pacific Exchange January 1999 - September 2002
Skills
FINRA, Hedge Funds, Securities Regulation, Compliance, SEC filings, Investment Advisory, Broker-Dealer, Stock Exchange, Membership Relations, Membership Development, Registration Services, Code of Ethics, Policy Analysis, Process Improvement, Procedure Development
Education
Florida State University 1987 — 1993
Bachelor of Science (B.S.)
Nicole Filingeri Nicole Filingeri's Brown Brothers Harriman Experience July 2012 - March 2013
Job Vice PresidentInstitutional & Third Party Operations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
OppenheimerFunds October 2014 - Present
OppenheimerFunds June 2013 - October 2014
Brown Brothers Harriman July 2012 - March 2013
Schroders July 2007 - July 2012
BNY Mellon April 2004 - June 2007
AllianceBernstein July 2001 - March 2004
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Fixed Income, Series 7, Series 63, Client Service Oriented, Process Improvement, Policy Generation, Project Management, Asset Management, Relationship Management, Financial Services, Institutional..., Salesforce.com, Investment Management, Client Services, CRM, Asset Allocation
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance & Management
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Econ/Business & Gov't/Law
Irina Lerman Irina Lerman's Brown Brothers Harriman Experience September 2001 - January 2006
Job Director, FP&A at Forbes Media
Industry Financial Services
Experience
Forbes Media LLC October 2007 - Present
Assured Guaranty January 2006 - October 2007
Brown Brothers Harriman September 2001 - January 2006
Skills
Financial Analysis, Business Development, Finance, Competitive Analysis, Strategic Planning, Equities, Business Planning, Executive Management, Financial Modeling, Digital Media, Forecasting, Financial Reporting, Analytics, Start-ups, Valuation, Business Strategy
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance and Management
University at Albany, SUNY 1998 — 2001
Business Administration, Finance and Marketing
Forbes Media LLC October 2007 - Present
Assured Guaranty January 2006 - October 2007
Brown Brothers Harriman September 2001 - January 2006
Skills
Financial Analysis, Business Development, Finance, Competitive Analysis, Strategic Planning, Equities, Business Planning, Executive Management, Financial Modeling, Digital Media, Forecasting, Financial Reporting, Analytics, Start-ups, Valuation, Business Strategy
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance and Management
University at Albany, SUNY 1998 — 2001
Business Administration, Finance and Marketing
Joseph Malach's Brown Brothers Harriman Experience October 2008 - June 2010
Job Product Manager at Sageworks
Industry Internet
Experience
Sageworks February 2015 - Present
Borderfree August 2014 - January 2015
Borderfree April 2013 - August 2014
Caveat Emptor Capital Management May 2011 - May 2012
Mokhus, LLC February 2011 - June 2011
Brown Brothers Harriman October 2008 - June 2010
Edulutions Research, Inc. July 2008 - October 2008
Skills
Financial Modeling, Equity Research, Financial Statement..., Due Diligence, Financial Analysis, Equity Valuation, Fixed Income Analysis, Private Equity, Corporate Finance, Microsoft Excel, PowerPoint, Business Writing, Presentations, Valuation, VBA, Competitive Analysis, Forecasting, Strategy, Business Strategy, Salesforce.com, Zuora, International Logistics, Web Commerce, Customer Service, Customer Experience, Analysis, Finance, Management, Market Research, Product Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance, 4.0
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
Sageworks February 2015 - Present
Borderfree August 2014 - January 2015
Borderfree April 2013 - August 2014
Caveat Emptor Capital Management May 2011 - May 2012
Mokhus, LLC February 2011 - June 2011
Brown Brothers Harriman October 2008 - June 2010
Edulutions Research, Inc. July 2008 - October 2008
Skills
Financial Modeling, Equity Research, Financial Statement..., Due Diligence, Financial Analysis, Equity Valuation, Fixed Income Analysis, Private Equity, Corporate Finance, Microsoft Excel, PowerPoint, Business Writing, Presentations, Valuation, VBA, Competitive Analysis, Forecasting, Strategy, Business Strategy, Salesforce.com, Zuora, International Logistics, Web Commerce, Customer Service, Customer Experience, Analysis, Finance, Management, Market Research, Product Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance, 4.0
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
Lauren Hall Herrmann, CTFA's Brown Brothers Harriman Experience 2005 - 2006
Job VP, Senior Trust Officer at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Bank July 2015 - Present
Fifth Third Bank August 2013 - July 2015
YMCA of Greater Charlotte January 2007 - June 2014
Davidson College September 2010 - April 2014
US Trust, Bank of America September 2011 - August 2013
Fifth Third Bank June 2008 - March 2011
First Charter Bank October 2006 - June 2008
Brown Brothers Harriman 2005 - 2006
Skills
Banking, Public Speaking
Education
Cannon Financial Institute 2007 — 2008
Fiduciary Investment and Risk Management I & II
Nova Southeastern University Shepard Broad College of Law 1999 — 2003
Juris Doctor, Law
Claremont Center for Advanced Montessori Studies 1997 — 1997
American Montessori Society Teaching Certification, Education
Florida State University 1990 — 1993
B.A., English Literature
Fifth Third Bank July 2015 - Present
Fifth Third Bank August 2013 - July 2015
YMCA of Greater Charlotte January 2007 - June 2014
Davidson College September 2010 - April 2014
US Trust, Bank of America September 2011 - August 2013
Fifth Third Bank June 2008 - March 2011
First Charter Bank October 2006 - June 2008
Brown Brothers Harriman 2005 - 2006
Skills
Banking, Public Speaking
Education
Cannon Financial Institute 2007 — 2008
Fiduciary Investment and Risk Management I & II
Nova Southeastern University Shepard Broad College of Law 1999 — 2003
Juris Doctor, Law
Claremont Center for Advanced Montessori Studies 1997 — 1997
American Montessori Society Teaching Certification, Education
Florida State University 1990 — 1993
B.A., English Literature
Lynne Walrod Lynne Walrod's Brown Brothers Harriman Experience January 1998 - January 2000
Job Director of Sales at Baby Does NYC
Industry Retail
Experience
Baby Does NYC October 2013 - Present
Tradition January 2010 - Present
IRC Securities January 2009 - Present
Bond New York June 2008 - Present
Tocqueville Asset Management 2005-2008 March 2005 - March 2008
2004 March 2004 - August 2004
The Griswold Company January 2003 - January 2004
CIBC World Markets January 2000 - January 2003
Brown Brothers Harriman January 1998 - January 2000
Lehman Brothers 1992 - 1995
Skills
Client Service, Direct Sales, Securities, Customer Relations, Equity Trading, Prospecting, Real Estate, Financial Modeling, Sales, Equities, Hedge Funds, Trading, Mutual Funds, Asset Managment, Financial Services, Investments, Finance, Contract Negotiation, Equity Research, Qualifying Prospects, Customer Service, CRM, Marketing, New Business Development, Accounts Receivable
Education
Lehman Brothers Equity Training 1992 — 1993
Lehman Brothers Equity Training Program, Sales and Trading Training Course
Georgetown University 1985 — 1989
B.A., American Government
Red Bank Catholic 1981 — 1985
College Prep, 1985
Baby Does NYC October 2013 - Present
Tradition January 2010 - Present
IRC Securities January 2009 - Present
Bond New York June 2008 - Present
Tocqueville Asset Management 2005-2008 March 2005 - March 2008
2004 March 2004 - August 2004
The Griswold Company January 2003 - January 2004
CIBC World Markets January 2000 - January 2003
Brown Brothers Harriman January 1998 - January 2000
Lehman Brothers 1992 - 1995
Skills
Client Service, Direct Sales, Securities, Customer Relations, Equity Trading, Prospecting, Real Estate, Financial Modeling, Sales, Equities, Hedge Funds, Trading, Mutual Funds, Asset Managment, Financial Services, Investments, Finance, Contract Negotiation, Equity Research, Qualifying Prospects, Customer Service, CRM, Marketing, New Business Development, Accounts Receivable
Education
Lehman Brothers Equity Training 1992 — 1993
Lehman Brothers Equity Training Program, Sales and Trading Training Course
Georgetown University 1985 — 1989
B.A., American Government
Red Bank Catholic 1981 — 1985
College Prep, 1985
Alex Zani, CFA Alex Zani, CFA's Brown Brothers Harriman Experience February 2013 - August 2014
Job Equity Research Intern at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc November 2014 - Present
Fordham University August 2014 - Present
Brown Brothers Harriman February 2013 - August 2014
Brown Brothers Harriman September 2011 - February 2013
Brown Brothers Harriman December 2009 - September 2011
Brown Brothers Harriman May 2009 - December 2009
State Street Corporation June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Mergers & Acquisitions, Equities, Corporate Finance, Bloomberg, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Microsoft Excel, Financial Analysis, Alternative Investments, Derivatives, Fixed Income, Mergers, Management, Financial Modeling, Investments, Foreign Currency, Global Custody, Corporate Actions, NAV, Series 63, Fund Administration, Excel models, Risk Monitoring, M&A support, Equity Research, Fundamental Analysis, Freight Transportation
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Union College 2004 — 2008
B.A., Managerial Economics
Phillips Exeter Academy 2003 — 2004
Winchester High School 1999 — 2003
Topeka Capital Markets, Inc November 2014 - Present
Fordham University August 2014 - Present
Brown Brothers Harriman February 2013 - August 2014
Brown Brothers Harriman September 2011 - February 2013
Brown Brothers Harriman December 2009 - September 2011
Brown Brothers Harriman May 2009 - December 2009
State Street Corporation June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Mergers & Acquisitions, Equities, Corporate Finance, Bloomberg, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Microsoft Excel, Financial Analysis, Alternative Investments, Derivatives, Fixed Income, Mergers, Management, Financial Modeling, Investments, Foreign Currency, Global Custody, Corporate Actions, NAV, Series 63, Fund Administration, Excel models, Risk Monitoring, M&A support, Equity Research, Fundamental Analysis, Freight Transportation
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Union College 2004 — 2008
B.A., Managerial Economics
Phillips Exeter Academy 2003 — 2004
Winchester High School 1999 — 2003
Diana Morales, BSN, RN's Brown Brothers Harriman Experience May 2005 - December 2007
Job Registered Nurse at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital July 2013 - Present
Boston Children's Hospital December 2007 - Present
Brown Brothers Harriman May 2005 - December 2007
Ann Beha Architects June 2003 - April 2005
Film Florida Publishing Company December 2000 - December 2002
Skills
Healthcare, Hospitals, Healthcare Information..., Microsoft Excel, Non-profits, EMR, PowerPoint, Microsoft Office, Microsoft Word, Healthcare Management, Nursing, Pediatric Nursing, Data Analysis, Ambulatory
Education
Simmons College 2011 — 2013
Bachelor of Science, Nursing
Northeastern University 2002 — 2005
Bachelor of Science, Economics
Florida International University 1999 — 2002
Liberal arts candidate, Liberal Arts
Boston Children's Hospital July 2013 - Present
Boston Children's Hospital December 2007 - Present
Brown Brothers Harriman May 2005 - December 2007
Ann Beha Architects June 2003 - April 2005
Film Florida Publishing Company December 2000 - December 2002
Skills
Healthcare, Hospitals, Healthcare Information..., Microsoft Excel, Non-profits, EMR, PowerPoint, Microsoft Office, Microsoft Word, Healthcare Management, Nursing, Pediatric Nursing, Data Analysis, Ambulatory
Education
Simmons College 2011 — 2013
Bachelor of Science, Nursing
Northeastern University 2002 — 2005
Bachelor of Science, Economics
Florida International University 1999 — 2002
Liberal arts candidate, Liberal Arts
Frederick Hinkley's Brown Brothers Harriman Experience April 2007 - February 2012
Job Partner and Senior Advisor at Netplus Capital LLC
Industry Investment Management
Experience
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
Netplus Capital LLC March 2012 - Present
Brown Brothers Harriman April 2007 - February 2012
UBS Wealth Management February 2005 - March 2007
Citi Private Bank April 2001 - February 2005
Citibank (Switzerland) AG April 1999 - March 2001
Citi Private Bank May 1988 - March 1999
Irving Trust Co February 1987 - May 1988
Moody's Investors Service August 1986 - February 1987
Skills
Investment Strategies, Wealth Management, Business Development, Investment..., Asset Allocation, Product Development, Portfolio Assessment, Project Management, Portfolio Optimization, Model Portfolios, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Chapel School - Escola Maria Imaculada
Justin Godbout's Brown Brothers Harriman Experience April 2008 - August 2015
Job Business Analysis
Industry Financial Services
Experience
Financial Recovery Technologies September 2015 - Present
Brown Brothers Harriman April 2008 - August 2015
Ascend Consulting August 2006 - April 2008
Brown Brothers Harriman November 2000 - August 2006
Fidelity Investments September 1999 - October 2000
Skills
Fixed Income, Equities, SDLC, Securities, Business Analysis, Financial Services, Capital Markets, Finance
Education
Franklin Pierce University 1995 — 1999
B.S, Management
Holy Name Central Catholic High School 1993 — 1995
Northbridge High School 1991 — 1993
Financial Recovery Technologies September 2015 - Present
Brown Brothers Harriman April 2008 - August 2015
Ascend Consulting August 2006 - April 2008
Brown Brothers Harriman November 2000 - August 2006
Fidelity Investments September 1999 - October 2000
Skills
Fixed Income, Equities, SDLC, Securities, Business Analysis, Financial Services, Capital Markets, Finance
Education
Franklin Pierce University 1995 — 1999
B.S, Management
Holy Name Central Catholic High School 1993 — 1995
Northbridge High School 1991 — 1993
Chris Davaris's Brown Brothers Harriman Experience 2010 - July 2015
Job Senior Executive, Banking & Financial Services: Bridging business, operations, administration & technology
Industry Investment Management
Experience
Brown Brothers Harriman 2010 - July 2015
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2003 - 2007
Brown Brothers Harriman 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Morgan Stanley Investment Management July 1991 - March 1998
First Manhattan Company July 1988 - July 1991
Legg Mason Masten February 1987 - July 1988
EF Hutton July 1985 - September 1986
Skills
Equities, Asset Managment, Project Management, Fixed Income, Management, Personnel Management, Connecting People, Conflict Resolution, Asset Management, Trading, Securities, Risk Management, Financial Markets, Financial Services, Bloomberg, Investments, Portfolio Management, Series 7, Human Resources, Bonds, Trading Systems, Investment Management, Market Data, Business Analysis, Vendor Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Finance; Business Eco; Information & Decision Sciences
Brown Brothers Harriman 2010 - July 2015
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2003 - 2007
Brown Brothers Harriman 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Morgan Stanley Investment Management July 1991 - March 1998
First Manhattan Company July 1988 - July 1991
Legg Mason Masten February 1987 - July 1988
EF Hutton July 1985 - September 1986
Skills
Equities, Asset Managment, Project Management, Fixed Income, Management, Personnel Management, Connecting People, Conflict Resolution, Asset Management, Trading, Securities, Risk Management, Financial Markets, Financial Services, Bloomberg, Investments, Portfolio Management, Series 7, Human Resources, Bonds, Trading Systems, Investment Management, Market Data, Business Analysis, Vendor Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Finance; Business Eco; Information & Decision Sciences
Frank Pezzello's Brown Brothers Harriman Experience July 2007 - October 2008
Job Strategic Account Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
Jim Cleary's Brown Brothers Harriman Experience July 2002 - March 2005
Job Rates Trader
Industry Capital Markets
Experience
BNP Paribas March 2005 - February 2014
Brown Brothers Harriman July 2002 - March 2005
Skills
Derivatives, Fixed Income, Trading, Bloomberg, Structured Products, Hedge Funds, Equities, Financial Markets, Capital Markets, Investment Banking, Financial Modeling, Options, Alternative Investments
Education
Franklin & Marshall College 1998 — 2002
BNP Paribas March 2005 - February 2014
Brown Brothers Harriman July 2002 - March 2005
Skills
Derivatives, Fixed Income, Trading, Bloomberg, Structured Products, Hedge Funds, Equities, Financial Markets, Capital Markets, Investment Banking, Financial Modeling, Options, Alternative Investments
Education
Franklin & Marshall College 1998 — 2002
Corey Washington's Brown Brothers Harriman Experience May 2015 - Present
Job Head of Compensation for Private Banking and Investment Mgmt at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
James Harrington's Brown Brothers Harriman Experience October 1994 - March 1997
Job Managing Director at Shellpoint Mortgage Servicing
Industry Financial Services
Experience
Shellpoint Mortgage Servicing January 2013 - Present
Fortress Investment Group September 2008 - January 2013
Lehman Brothers February 1999 - June 2008
JP Morgan March 1997 - February 1999
Brown Brothers Harriman October 1994 - March 1997
Skills
Securitization, MBS, Capital Markets, Loans, Due Diligence, Mortgage Lending, Fixed Income, ABS, Structured Finance, Hedge Funds, Structured Products, Alternative Investments, CMBS, Financial Structuring, Bloomberg, Bonds
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
Shellpoint Mortgage Servicing January 2013 - Present
Fortress Investment Group September 2008 - January 2013
Lehman Brothers February 1999 - June 2008
JP Morgan March 1997 - February 1999
Brown Brothers Harriman October 1994 - March 1997
Skills
Securitization, MBS, Capital Markets, Loans, Due Diligence, Mortgage Lending, Fixed Income, ABS, Structured Finance, Hedge Funds, Structured Products, Alternative Investments, CMBS, Financial Structuring, Bloomberg, Bonds
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
William Naughton's Brown Brothers Harriman Experience October 1998 - July 2002
Job QA Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments June 2010 - February 2011
Fidelity Investments Systems Company October 2005 - June 2010
OLMSTEAD ASSOCIATES, INC October 2005 - June 2010
Fidelity Investments October 2005 - June 2010
Evergreen Investments January 2003 - October 2005
CIBER, INC July 2002 - January 2003
Evergreen Investments July 2002 - January 2003
Brown Brothers Harriman October 1998 - July 2002
Brown Brothers Harriman January 2001 - January 2002
Skills
Quality Center, Agile Testing, Quality Assurance, Testing, Test Director, QTP, ATDD, Scrum, Certified Scrum Master..., SharePoint, Management, Software Documentation, Agile Methodologies, Visio, Test Planning, System Testing, Regression Testing, Test Management, Manual Testing, Integration, User Acceptance Testing, HP Quality Center
Education
NORTHEASTERN UNIVERSITY 2000 — 2000
Certificate, Computer Systems Specialist Program
Florida Atlantic University
B.S, Business; Finance
Fidelity Investments February 2011 - Present
Fidelity Investments June 2010 - February 2011
Fidelity Investments Systems Company October 2005 - June 2010
OLMSTEAD ASSOCIATES, INC October 2005 - June 2010
Fidelity Investments October 2005 - June 2010
Evergreen Investments January 2003 - October 2005
CIBER, INC July 2002 - January 2003
Evergreen Investments July 2002 - January 2003
Brown Brothers Harriman October 1998 - July 2002
Brown Brothers Harriman January 2001 - January 2002
Skills
Quality Center, Agile Testing, Quality Assurance, Testing, Test Director, QTP, ATDD, Scrum, Certified Scrum Master..., SharePoint, Management, Software Documentation, Agile Methodologies, Visio, Test Planning, System Testing, Regression Testing, Test Management, Manual Testing, Integration, User Acceptance Testing, HP Quality Center
Education
NORTHEASTERN UNIVERSITY 2000 — 2000
Certificate, Computer Systems Specialist Program
Florida Atlantic University
B.S, Business; Finance
David Gulli's Brown Brothers Harriman Experience May 2011 - May 2013
Job Head of Quality Management Office
Industry Information Technology and Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - Present
AQR Capital Management May 2013 - March 2014
Brown Brothers Harriman May 2011 - May 2013
Cognizant Technology Solutions January 2009 - May 2011
SwissRE June 2005 - December 2008
Aetna January 2005 - June 2005
Aetna June 2004 - January 2005
Aetna November 2001 - June 2004
IBM March 2001 - November 2001
American Skandia January 2000 - March 2001
Skills
Quality Assurance, Testing, Program Management, Metrics, SDLC, Software Project..., Requirements Analysis, Process Improvement, Agile, ITIL, Vendor Management, MS Project, System Testing, Quality Center, Test Management, Documentation, Outsourcing, Software Quality..., Test Planning, Resource Management, Project Planning, People Management, User Acceptance Testing, Business Analysis, Project Delivery, Business Process, Project Portfolio..., Team Building, Test Automation, Problem Solving, Analysis, Agile Methodologies, Software Documentation, Leadership, Release Management, Global Delivery, Offshoring, IT Management, JIRA, Manual Testing, SharePoint, CMMI, Strategy, Project Management, Management, Business Requirements
Education
Florida Southern College 1990 — 1994
B.A, History
Florida Southern College 1990 — 1994
Bachelor's Degree, History, History
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - Present
AQR Capital Management May 2013 - March 2014
Brown Brothers Harriman May 2011 - May 2013
Cognizant Technology Solutions January 2009 - May 2011
SwissRE June 2005 - December 2008
Aetna January 2005 - June 2005
Aetna June 2004 - January 2005
Aetna November 2001 - June 2004
IBM March 2001 - November 2001
American Skandia January 2000 - March 2001
Skills
Quality Assurance, Testing, Program Management, Metrics, SDLC, Software Project..., Requirements Analysis, Process Improvement, Agile, ITIL, Vendor Management, MS Project, System Testing, Quality Center, Test Management, Documentation, Outsourcing, Software Quality..., Test Planning, Resource Management, Project Planning, People Management, User Acceptance Testing, Business Analysis, Project Delivery, Business Process, Project Portfolio..., Team Building, Test Automation, Problem Solving, Analysis, Agile Methodologies, Software Documentation, Leadership, Release Management, Global Delivery, Offshoring, IT Management, JIRA, Manual Testing, SharePoint, CMMI, Strategy, Project Management, Management, Business Requirements
Education
Florida Southern College 1990 — 1994
B.A, History
Florida Southern College 1990 — 1994
Bachelor's Degree, History, History
Kathy Kanes's Brown Brothers Harriman Experience June 1999 - Present
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 1999 - Present
Macquarie Bank December 1997 - January 1999
Bankers Trust July 1993 - September 1997
Skills
Equities, Fixed Income, Securities, Investment Management, Bloomberg, Asset Management, Financial Services, Hedge Funds, Investments, Alternative Investments, Trading, Capital Markets, Wealth Management, Financial Modeling, Series 7, Derivatives, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Management
Fordham University 1989 — 1993
BS, Finance
Brown Brothers Harriman June 1999 - Present
Macquarie Bank December 1997 - January 1999
Bankers Trust July 1993 - September 1997
Skills
Equities, Fixed Income, Securities, Investment Management, Bloomberg, Asset Management, Financial Services, Hedge Funds, Investments, Alternative Investments, Trading, Capital Markets, Wealth Management, Financial Modeling, Series 7, Derivatives, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Management
Fordham University 1989 — 1993
BS, Finance
Diane Wiley's Brown Brothers Harriman Experience July 1997 - Present
Job SVP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
John Mannino's Brown Brothers Harriman Experience 1993 - 1994
Job Customer / Technical Support Professional
Industry Information Technology and Services
Experience
Sensitech May 2011 - Present
EMC October 2008 - January 2010
Compuware Corp. 2003 - 2008
Elron Software 2000 - 2003
Programart, Inc. 1994 - 2000
Brown Brothers Harriman 1993 - 1994
Lechmere Inc. 1980 - 1993
Skills
Management, Cloud Computing, Enterprise Software, SaaS, Unix, Pre-sales, Business Development, Troubleshooting, Team Management, Training, Sales, Analysis, Leadership, Cross-functional Team..., Recruiting, Strategy, Integration, Project Management, Process Improvement, z/OS, Technical Support, LAN
Education
Georgetown University
BS, Applied Linguistics
Sensitech May 2011 - Present
EMC October 2008 - January 2010
Compuware Corp. 2003 - 2008
Elron Software 2000 - 2003
Programart, Inc. 1994 - 2000
Brown Brothers Harriman 1993 - 1994
Lechmere Inc. 1980 - 1993
Skills
Management, Cloud Computing, Enterprise Software, SaaS, Unix, Pre-sales, Business Development, Troubleshooting, Team Management, Training, Sales, Analysis, Leadership, Cross-functional Team..., Recruiting, Strategy, Integration, Project Management, Process Improvement, z/OS, Technical Support, LAN
Education
Georgetown University
BS, Applied Linguistics
Matt Daly, CFA's Brown Brothers Harriman Experience 1998 - 2000
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management May 2003 - Present
Webster Bank 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Bank of America (formerly Fleet Financial) 1996 - 1998
Skills
Investment Strategies, Investment Management, Portfolio Management, Credit, Investments, Bloomberg, Bonds, Commercial Real Estate, Insurance, Credit Analysis, Finance, Capital Markets, ALM, Fixed Income, Structured Products, Asset Management
Education
Gordon College 1992 — 1996
Economics and Business Administration
Conning Asset Management May 2003 - Present
Webster Bank 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Bank of America (formerly Fleet Financial) 1996 - 1998
Skills
Investment Strategies, Investment Management, Portfolio Management, Credit, Investments, Bloomberg, Bonds, Commercial Real Estate, Insurance, Credit Analysis, Finance, Capital Markets, ALM, Fixed Income, Structured Products, Asset Management
Education
Gordon College 1992 — 1996
Economics and Business Administration
Ryan McGillicuddy's Brown Brothers Harriman Experience September 2001 - June 2004
Job VP at BSN Capital Partners
Industry Financial Services
Experience
BSN Capital Partners September 2006 - Present
Citigroup Global Markets, Inc July 2004 - July 2006
Brown Brothers Harriman September 2001 - June 2004
Brown Brothers Harriman September 2000 - August 2001
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1996 — 2000
BSN Capital Partners September 2006 - Present
Citigroup Global Markets, Inc July 2004 - July 2006
Brown Brothers Harriman September 2001 - June 2004
Brown Brothers Harriman September 2000 - August 2001
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1996 — 2000
Sean Turner's Brown Brothers Harriman Experience 1999 - 2000
Job New England & Upstate NY Territory Manager at Terumo
Industry Medical Devices
Experience
Terumo February 2013 - Present
Uroplasty, Inc. August 2010 - March 2013
King Systems June 2009 - August 2010
CR Bard March 2007 - May 2009
Automatic Data Processing July 2002 - February 2007
Thomson Reuters August 2000 - July 2002
Brown Brothers Harriman 1999 - 2000
Education
Gettysburg College 1995 — 1999
Lincoln-Sudbury 1991 — 1995
Terumo February 2013 - Present
Uroplasty, Inc. August 2010 - March 2013
King Systems June 2009 - August 2010
CR Bard March 2007 - May 2009
Automatic Data Processing July 2002 - February 2007
Thomson Reuters August 2000 - July 2002
Brown Brothers Harriman 1999 - 2000
Education
Gettysburg College 1995 — 1999
Lincoln-Sudbury 1991 — 1995
Michael DeGeorge's Brown Brothers Harriman Experience August 2015 - Present
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
State Street April 2006 - August 2015
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds
Education
Gettysburg College 2000 — 2004
Brown Brothers Harriman August 2015 - Present
State Street April 2006 - August 2015
Skills
Fund Accounting, Fund Administration, Corporate Actions, Bloomberg, Fixed Income, Mutual Funds
Education
Gettysburg College 2000 — 2004
Jim Fahey's Brown Brothers Harriman Experience
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Securities, Fixed Income, Master Data Management, Electronic Funds..., Financial Services, SWIFT payments, Valuation, Service Delivery, Series 7, CAIA, Corporate Actions, Finance, Mutual Funds, Derivatives, Alternative Investments, Capital Markets, Financial Markets, Asset Management, Hedge Funds, Bonds
Education
Fordham Gabelli School of Business
MBA, Finance
Pace University - Lubin School of Business
BBA, Quantitative Business Analysis/Math minor
Brown Brothers Harriman
Skills
Securities, Fixed Income, Master Data Management, Electronic Funds..., Financial Services, SWIFT payments, Valuation, Service Delivery, Series 7, CAIA, Corporate Actions, Finance, Mutual Funds, Derivatives, Alternative Investments, Capital Markets, Financial Markets, Asset Management, Hedge Funds, Bonds
Education
Fordham Gabelli School of Business
MBA, Finance
Pace University - Lubin School of Business
BBA, Quantitative Business Analysis/Math minor
Robert Paige's Brown Brothers Harriman Experience April 2006 - May 2014
Job SVP Mergers and Acquisitions at Vertical Bridge
Industry Telecommunications
Experience
Vertical Bridge May 2014 - Present
Brown Brothers Harriman April 2006 - May 2014
Education
Franklin & Marshall College
Master of Library & Information Science (M.L.I.S.), Accounting
Vertical Bridge May 2014 - Present
Brown Brothers Harriman April 2006 - May 2014
Education
Franklin & Marshall College
Master of Library & Information Science (M.L.I.S.), Accounting
Michael Davalla's Brown Brothers Harriman Experience January 2011 - August 2014
Job Associate at K&L Gates LLP
Industry Investment Management
Experience
K&L Gates LLP August 2014 - Present
Brown Brothers Harriman January 2011 - August 2014
CypressTree Investment Management, LLP September 2005 - January 2011
Baring Asset Management, Inc January 2009 - April 2009
Gabelli Asset Management January 2004 - May 2005
Education
Suffolk University Law School 2005 — 2009
Juris Doctor
Fordham University 2001 — 2005
Bachelor of Arts, History
St. Ignatius 1997 — 2001
K&L Gates LLP August 2014 - Present
Brown Brothers Harriman January 2011 - August 2014
CypressTree Investment Management, LLP September 2005 - January 2011
Baring Asset Management, Inc January 2009 - April 2009
Gabelli Asset Management January 2004 - May 2005
Education
Suffolk University Law School 2005 — 2009
Juris Doctor
Fordham University 2001 — 2005
Bachelor of Arts, History
St. Ignatius 1997 — 2001
MAX MIROSH's Brown Brothers Harriman Experience 2013 - 2013
Job Implementation Consultant at Bank of America
Industry Investment Banking
Experience
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Joel Augen's Brown Brothers Harriman Experience September 1997 - December 1997
Job Global Supply Chain Manager at CSC Computer Sciences Corporation
Industry Defense & Space
Experience
CSC - Computer Sciences Corporation January 2015 - Present
Northrop Grumman Corporation October 2012 - April 2014
Raytheon June 2011 - October 2012
Raytheon April 2010 - June 2011
Raytheon May 2008 - July 2010
Raytheon June 2005 - May 2008
Raytheon March 2003 - June 2005
Peace Corps July 1998 - September 2000
Brown Brothers Harriman September 1997 - December 1997
Lotus Development Corporation January 1995 - June 1995
Skills
Supply Chain Management, Contract Management, Contract Negotiation, Subcontracts Management, Government Contracting, FAR, Program Management, Strategic Sourcing, Strategic Planning, Offsets, Industrial Participation, Industrial Cooperation, Business Development, Subcontracts, Business Strategy, Strategic Partnerships, Government Proposals, Project Management, Leadership, Cross-functional Team..., Operations Management, Management, Earned Value Management, Defense, Aerospace, Countertrade, International Trade, DFAR, DoD, Commercial Contracts, IT contract negotiation
Education
Florida State University 2001 — 2002
Master of Business Administration (M.B.A.), Marketing & Supply Chain Management, GPA 3.6
Northeastern University 1992 — 1997
Bachelor's Degree, International Business, GPA 3.7
The American University of Paris 1992 — 1992
International Business, International Relations, French
CSC - Computer Sciences Corporation January 2015 - Present
Northrop Grumman Corporation October 2012 - April 2014
Raytheon June 2011 - October 2012
Raytheon April 2010 - June 2011
Raytheon May 2008 - July 2010
Raytheon June 2005 - May 2008
Raytheon March 2003 - June 2005
Peace Corps July 1998 - September 2000
Brown Brothers Harriman September 1997 - December 1997
Lotus Development Corporation January 1995 - June 1995
Skills
Supply Chain Management, Contract Management, Contract Negotiation, Subcontracts Management, Government Contracting, FAR, Program Management, Strategic Sourcing, Strategic Planning, Offsets, Industrial Participation, Industrial Cooperation, Business Development, Subcontracts, Business Strategy, Strategic Partnerships, Government Proposals, Project Management, Leadership, Cross-functional Team..., Operations Management, Management, Earned Value Management, Defense, Aerospace, Countertrade, International Trade, DFAR, DoD, Commercial Contracts, IT contract negotiation
Education
Florida State University 2001 — 2002
Master of Business Administration (M.B.A.), Marketing & Supply Chain Management, GPA 3.6
Northeastern University 1992 — 1997
Bachelor's Degree, International Business, GPA 3.7
The American University of Paris 1992 — 1992
International Business, International Relations, French
Joseph Bonetti's Brown Brothers Harriman Experience September 2002 - June 2009
Job Retired Banking Professional & Military Officer
Industry Financial Services
Experience
Brown Brothers Harriman September 2002 - June 2009
US Army July 1967 - December 1993
Citibank, NA April 1985 - June 1991
Manufacturers Hanover Trust Company June 1977 - April 1985
Skills
Strategic Planning, Financial Services
Education
Fordham University 1972 — 1978
BA, Economics
US Army Command & General Staff College 1980 — 1982
Diploma, Distinguished Military Graduate (top 10%)
Brown Brothers Harriman September 2002 - June 2009
US Army July 1967 - December 1993
Citibank, NA April 1985 - June 1991
Manufacturers Hanover Trust Company June 1977 - April 1985
Skills
Strategic Planning, Financial Services
Education
Fordham University 1972 — 1978
BA, Economics
US Army Command & General Staff College 1980 — 1982
Diploma, Distinguished Military Graduate (top 10%)
Stephane Lautner's Brown Brothers Harriman Experience April 2004 - September 2006
Job Vice President at Natixis
Industry Banking
Experience
Natixis January 2010 - Present
Natixis September 2006 - January 2010
Brown Brothers Harriman April 2004 - September 2006
Skills
Derivatives, Financial Modeling, Investment Banking, Structured Finance, Fixed Income, Capital Markets, Bloomberg
Education
Georgetown University 1998 — 2002
BS, Science, Economics
Lycee Francais de New York 1996 — 1998
French American School 1994 — 1996
Natixis January 2010 - Present
Natixis September 2006 - January 2010
Brown Brothers Harriman April 2004 - September 2006
Skills
Derivatives, Financial Modeling, Investment Banking, Structured Finance, Fixed Income, Capital Markets, Bloomberg
Education
Georgetown University 1998 — 2002
BS, Science, Economics
Lycee Francais de New York 1996 — 1998
French American School 1994 — 1996
Karla Quimi's Brown Brothers Harriman Experience August 2005 - Present
Job Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2005 - Present
Skills
Financial Analysis, Customer Service, Financial Modeling, Investments, Accounting, Microsoft Excel, Financial Reporting, Management, Budgets
Education
Fordham University 2003 — 2008
B.S. Business Administration
Brown Brothers Harriman August 2005 - Present
Skills
Financial Analysis, Customer Service, Financial Modeling, Investments, Accounting, Microsoft Excel, Financial Reporting, Management, Budgets
Education
Fordham University 2003 — 2008
B.S. Business Administration
Thomas Trillo's Brown Brothers Harriman Experience 1992 - 1995
Job COO at Ridgefield Capital
Industry Financial Services
Experience
Ridgefield Capital August 2004 - Present
Catequil Asset Management February 2003 - July 2004
Cantor Fitzgerald International Ltd 1998 - 2003
Brown Brothers Harriman 1992 - 1995
Education
University of Chicago 2007 — 2007
Post Graduate Certificate, Investment Management
New York University 1986 — 1987
Post Graduate Certifciate, Computer Science Non Technical Executives
Fordham University 1982 — 1984
Master of Science (M.S.), Management Psychology/Human Resources
University of Hartford 1975 — 1979
Ridgefield Capital August 2004 - Present
Catequil Asset Management February 2003 - July 2004
Cantor Fitzgerald International Ltd 1998 - 2003
Brown Brothers Harriman 1992 - 1995
Education
University of Chicago 2007 — 2007
Post Graduate Certificate, Investment Management
New York University 1986 — 1987
Post Graduate Certifciate, Computer Science Non Technical Executives
Fordham University 1982 — 1984
Master of Science (M.S.), Management Psychology/Human Resources
University of Hartford 1975 — 1979
Bryan Ray's Brown Brothers Harriman Experience 2000 - 2006
Job Compliance Contractor at Scotia Capital USA
Industry Investment Management
Experience
Scotia Capital USA January 2014 - Present
Adecco Group August 2013 - December 2013
ForwardThink Group January 2012 - April 2013
Cutter Associates December 2009 - March 2011
Deutsche Asset Management 2007 - 2008
AIG Global Investment Group 2006 - 2007
Brown Brothers Harriman 2000 - 2006
Deutsche Bank 1999 - 2000
Skills
Investments, Financial Services, Fixed Income, Equities, Asset Management, Analysis
Education
Pace University 2002 — 2005
MBA
Fordham University 1992 — 1995
B.S.
Scotia Capital USA January 2014 - Present
Adecco Group August 2013 - December 2013
ForwardThink Group January 2012 - April 2013
Cutter Associates December 2009 - March 2011
Deutsche Asset Management 2007 - 2008
AIG Global Investment Group 2006 - 2007
Brown Brothers Harriman 2000 - 2006
Deutsche Bank 1999 - 2000
Skills
Investments, Financial Services, Fixed Income, Equities, Asset Management, Analysis
Education
Pace University 2002 — 2005
MBA
Fordham University 1992 — 1995
B.S.
William Dinneen's Brown Brothers Harriman Experience 2005 - Present
Job Sr. Billing Specialist at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman 2005 - Present
Kraft Foods March 2004 - March 2005
Altria 2000 - 2004
Skills
Access, Analysis, Financial Analysis, Process Improvement, Microsoft Excel, SQL, Requirements Analysis, Project Management, Microsoft Office, Microsoft Word, Investments, Testing, PowerPoint
Education
Iona College 2004 — 2006
MBA, Information Decision Technology Management
Florida Institute of Technology 1988 — 1992
Computer Science
Brown Brothers Harriman 2005 - Present
Kraft Foods March 2004 - March 2005
Altria 2000 - 2004
Skills
Access, Analysis, Financial Analysis, Process Improvement, Microsoft Excel, SQL, Requirements Analysis, Project Management, Microsoft Office, Microsoft Word, Investments, Testing, PowerPoint
Education
Iona College 2004 — 2006
MBA, Information Decision Technology Management
Florida Institute of Technology 1988 — 1992
Computer Science
Samuel Bourneuf's Brown Brothers Harriman Experience June 2008 - August 2008
Job Policy and Finance Analyst at Next Step Living
Industry Environmental Services
Experience
Next Step Living June 2009 - Present
Brown Brothers Harriman June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BSBA, Finance and International Business
Roxbury Latin School 1999 — 2005
Next Step Living June 2009 - Present
Brown Brothers Harriman June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BSBA, Finance and International Business
Roxbury Latin School 1999 — 2005
Thomas Holl's Brown Brothers Harriman Experience June 2003 - May 2005
Job Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada June 2010 - Present
JPMorgan Chase (Formerly Bear, Stearns & Co) September 2005 - June 2010
Brown Brothers Harriman June 2003 - May 2005
Brown Brothers Harriman June 1998 - June 2003
Brown Brothers Harriman August 1995 - June 1998
State Street June 1994 - August 1995
Skills
Mutual Funds, Analysis, Customer Service, Banking, Trading, Accounting, Finance, Financial Analysis, Business Analysis, Risk Management, Series 7, Series 63, Analytics, Financial Reporting, Securities, Writing, Series 24
Education
Fordham University
Master of Business Administration (MBA), Finance and Marketing, 3.5 GPA
University of Massachusetts, Amherst
Bachelor's degree, Economics and Political Science
Royal Bank of Canada June 2010 - Present
JPMorgan Chase (Formerly Bear, Stearns & Co) September 2005 - June 2010
Brown Brothers Harriman June 2003 - May 2005
Brown Brothers Harriman June 1998 - June 2003
Brown Brothers Harriman August 1995 - June 1998
State Street June 1994 - August 1995
Skills
Mutual Funds, Analysis, Customer Service, Banking, Trading, Accounting, Finance, Financial Analysis, Business Analysis, Risk Management, Series 7, Series 63, Analytics, Financial Reporting, Securities, Writing, Series 24
Education
Fordham University
Master of Business Administration (MBA), Finance and Marketing, 3.5 GPA
University of Massachusetts, Amherst
Bachelor's degree, Economics and Political Science
Kevin Smith, MBA's Brown Brothers Harriman Experience November 1998 - November 2004
Job Records & Information Management (RIM) Leader Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain January 2013 - Present
Iron Mountain October 2008 - December 2012
Rensselaer Polytechnic Institute October 2004 - November 2008
Brown Brothers Harriman November 1998 - November 2004
Skills
Salesforce.com, Leadership, Business Development, Solution Selling, Sales, Sales Management, SaaS, Management, Team Building, Team Leadership, Strategic Planning, Sales Process, Process Improvement, Program Management, Enterprise Software, Direct Sales, New Business Development, Cross-functional Team..., Project Management
Education
University at Albany, SUNY 2005 — 2006
MBA, Business Administration
Fordham University - Graduate School of Business Administration 2001 — 2004
Business Administration
State University of New York College at Oneonta 1990 — 1993
BA, Psychology, Economics
Shenendehowa 1976 — 1989
Iron Mountain January 2013 - Present
Iron Mountain October 2008 - December 2012
Rensselaer Polytechnic Institute October 2004 - November 2008
Brown Brothers Harriman November 1998 - November 2004
Skills
Salesforce.com, Leadership, Business Development, Solution Selling, Sales, Sales Management, SaaS, Management, Team Building, Team Leadership, Strategic Planning, Sales Process, Process Improvement, Program Management, Enterprise Software, Direct Sales, New Business Development, Cross-functional Team..., Project Management
Education
University at Albany, SUNY 2005 — 2006
MBA, Business Administration
Fordham University - Graduate School of Business Administration 2001 — 2004
Business Administration
State University of New York College at Oneonta 1990 — 1993
BA, Psychology, Economics
Shenendehowa 1976 — 1989
Brian Colgan's Brown Brothers Harriman Experience 1990 - 1993
Job CIO
Industry Investment Management
Experience
MJX Asset Management 2007 - Present
Brightwater Capital 2001 - 2007
Commerzbank AG 1996 - 2001
NatWest Bank 1993 - 1996
Brown Brothers Harriman 1990 - 1993
Skills
Fixed Income, Alternative Investments
Education
University of Scranton 1986 — 1990
BS, Economics/Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
MJX Asset Management 2007 - Present
Brightwater Capital 2001 - 2007
Commerzbank AG 1996 - 2001
NatWest Bank 1993 - 1996
Brown Brothers Harriman 1990 - 1993
Skills
Fixed Income, Alternative Investments
Education
University of Scranton 1986 — 1990
BS, Economics/Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
Christopher Enea's Brown Brothers Harriman Experience March 2014 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman May 2012 - February 2014
Brown Brothers Harriman August 2010 - April 2012
UMWA Health & Retirement Funds June 2008 - August 2009
Skills
FATCA, Cost Basis Reporting, Product Innovation, Securities, Tax Reporting, Corporate Actions, Access, Hyperion Performance..., Project Management
Education
Georgetown University 2005 — 2009
B.S., Finance
Brown Brothers Harriman March 2014 - Present
Brown Brothers Harriman May 2012 - February 2014
Brown Brothers Harriman August 2010 - April 2012
UMWA Health & Retirement Funds June 2008 - August 2009
Skills
FATCA, Cost Basis Reporting, Product Innovation, Securities, Tax Reporting, Corporate Actions, Access, Hyperion Performance..., Project Management
Education
Georgetown University 2005 — 2009
B.S., Finance
Denis Molleur's Brown Brothers Harriman Experience 2011 - Present
Job Senior Vice President & Associate General Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
William Grams's Brown Brothers Harriman Experience 2010 - September 2012
Job Financial Analyst at Marbles: The Brain Store
Industry Financial Services
Experience
Marbles: The Brain Store November 2012 - Present
Brown Brothers Harriman 2010 - September 2012
Congressional Budget Office 2006 - 2006
Skills
Series 7, Series 63, Bloomberg, Equity Research, Bloomberg Terminal, Fixed Income, Equities, Equity Research Analysis, Asset Allocation, Hedge Funds
Education
University of Chicago 2006 — 2008
Masters, Public Policy, Economics, Statistics
Furman University 2001 — 2005
B.S., Economics, Mathematics
Marbles: The Brain Store November 2012 - Present
Brown Brothers Harriman 2010 - September 2012
Congressional Budget Office 2006 - 2006
Skills
Series 7, Series 63, Bloomberg, Equity Research, Bloomberg Terminal, Fixed Income, Equities, Equity Research Analysis, Asset Allocation, Hedge Funds
Education
University of Chicago 2006 — 2008
Masters, Public Policy, Economics, Statistics
Furman University 2001 — 2005
B.S., Economics, Mathematics
Louis Jean Charles's Brown Brothers Harriman Experience December 2000 - May 2009
Job Experienced Accountant
Industry Accounting
Experience
Boch Automotive 2014 - Present
JPMorgan Chase May 2010 - June 2012
Brown Brothers Harriman December 2000 - May 2009
Skills
Corporate Actions, Fund Accounting, Investment Banking, QuickBooks, Microsoft Excel, Accounts Receivable, Accounts Payable, Internal Audit, Microsoft Word, General Ledger, Financial Statements, Fixed Income, Account Reconciliation, Bloomberg Terminal, Invoicing, Securities, Internal Controls, Funding, Hedge Funds, Accounting, Derivatives, Financial Services, Bloomberg, Equities, Management, Mutual Funds, Fund Administration
Education
University of Phoenix 2004 — 2007
MBA, Accounting
University of Massachusetts Boston 2001 — 2003
BS, MIS
Gordon Conwell Theological Seminary
Boch Automotive 2014 - Present
JPMorgan Chase May 2010 - June 2012
Brown Brothers Harriman December 2000 - May 2009
Skills
Corporate Actions, Fund Accounting, Investment Banking, QuickBooks, Microsoft Excel, Accounts Receivable, Accounts Payable, Internal Audit, Microsoft Word, General Ledger, Financial Statements, Fixed Income, Account Reconciliation, Bloomberg Terminal, Invoicing, Securities, Internal Controls, Funding, Hedge Funds, Accounting, Derivatives, Financial Services, Bloomberg, Equities, Management, Mutual Funds, Fund Administration
Education
University of Phoenix 2004 — 2007
MBA, Accounting
University of Massachusetts Boston 2001 — 2003
BS, MIS
Gordon Conwell Theological Seminary
Luke Morosanu's Brown Brothers Harriman Experience January 2005 - May 2011
Job Senior Portfolio Manager
Industry Financial Services
Experience
Hartford Investment Management June 2011 - Present
Brown Brothers Harriman January 2005 - May 2011
Lord Abbett & Co. October 2000 - December 2004
Skills
Fixed Income, Risk Management, Trading, Performance Attribution, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA
Hartford Investment Management June 2011 - Present
Brown Brothers Harriman January 2005 - May 2011
Lord Abbett & Co. October 2000 - December 2004
Skills
Fixed Income, Risk Management, Trading, Performance Attribution, Structured Finance
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA
Courtney Gardner's Brown Brothers Harriman Experience 1987 - 1994
Job Trust Associate at HSBC Private Bank
Industry
Experience
SSB Citigroup Asset Mgmnt March 2002 - May 2003
Northern Trust March 1998 - March 2002
Zurich Kemper October 1996 - March 1998
Brown Brothers Harriman 1987 - 1994
Education
Fordham University
BA, Economics
SSB Citigroup Asset Mgmnt March 2002 - May 2003
Northern Trust March 1998 - March 2002
Zurich Kemper October 1996 - March 1998
Brown Brothers Harriman 1987 - 1994
Education
Fordham University
BA, Economics
Joseph Corbisiero's Brown Brothers Harriman Experience June 2012 - August 2012
Job R&D EOR Core Services Software Engineer at Bloomberg
Industry Computer Software
Experience
Bloomberg LP March 2015 - Present
RiskSpan July 2013 - March 2015
Tiger Schulmann's Mixed Martial Arts January 2008 - June 2013
Brown Brothers Harriman June 2012 - August 2012
Kew Forest Summer Camp June 2009 - August 2009
Ted Moudis Associates July 2007 - August 2007
Skills
Programming, Java, HTML, Git, PeopleSoft, AngularJS, Node.js, SQL, Visio, Mixed Martial Arts 2nd..., Unix, JavaScript, Software Development
Education
Columbia University 2011 — 2013
Bachelor of Science, Computer Engineering
Fordham University 2008 — 2011
Bachelor of Arts (B.A.), Computer Science
Bloomberg LP March 2015 - Present
RiskSpan July 2013 - March 2015
Tiger Schulmann's Mixed Martial Arts January 2008 - June 2013
Brown Brothers Harriman June 2012 - August 2012
Kew Forest Summer Camp June 2009 - August 2009
Ted Moudis Associates July 2007 - August 2007
Skills
Programming, Java, HTML, Git, PeopleSoft, AngularJS, Node.js, SQL, Visio, Mixed Martial Arts 2nd..., Unix, JavaScript, Software Development
Education
Columbia University 2011 — 2013
Bachelor of Science, Computer Engineering
Fordham University 2008 — 2011
Bachelor of Arts (B.A.), Computer Science
Deirdre O'Driscoll Funke's Brown Brothers Harriman Experience June 1999 - Present
Job Assistant Vice President, Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1999 - Present
Skills
Fixed Income, Financial Services, Equities, Securities
Education
Fordham University
BA
Brown Brothers Harriman June 1999 - Present
Skills
Fixed Income, Financial Services, Equities, Securities
Education
Fordham University
BA
Aminata Ndiaye's Brown Brothers Harriman Experience 2007 - 2008
Job Analyst at World Bank Group
Industry Public Policy
Experience
Development Gateway May 2013 - November 2013
Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH November 2012 - April 2013
The World Bank November 2010 - November 2012
CGAP/ World Bank Group July 2010 - October 2010
African Development Bank 2009 - 2009
Brown Brothers Harriman 2007 - 2008
Skills
Economics, Finance, International..., French, Private Sector..., microfinance, SME and entrepreneurship
Education
2009 — 2010
MPA - Master Public Affairs, Economic and Territorial Development
2008 — 2010
MPA - Master Public Affairs, Economics - Public and Economic Policy
2006 — 2007
MBA - Master Business Administration, Financial Management
2003 — 2007
MSc Management -Diplome Grande Ecole, Management, Banking and Finance
George Mason University
Doctor of Philosophy (Ph.D.), Public Policy
Development Gateway May 2013 - November 2013
Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH November 2012 - April 2013
The World Bank November 2010 - November 2012
CGAP/ World Bank Group July 2010 - October 2010
African Development Bank 2009 - 2009
Brown Brothers Harriman 2007 - 2008
Skills
Economics, Finance, International..., French, Private Sector..., microfinance, SME and entrepreneurship
Education
2009 — 2010
MPA - Master Public Affairs, Economic and Territorial Development
2008 — 2010
MPA - Master Public Affairs, Economics - Public and Economic Policy
2006 — 2007
MBA - Master Business Administration, Financial Management
2003 — 2007
MSc Management -Diplome Grande Ecole, Management, Banking and Finance
George Mason University
Doctor of Philosophy (Ph.D.), Public Policy
Matthew Heffernan's Brown Brothers Harriman Experience September 2011 - Present
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Gottex Fund Management September 2008 - September 2011
Goodwin Procter LLP 2004 - June 2007
Choate, Hall & Stewart September 2001 - 2004
Education
University of Virginia School of Law 1998 — 2001
JD, Law
Georgetown University 1992 — 1996
BA, Government
BC High
Brown Brothers Harriman September 2011 - Present
Gottex Fund Management September 2008 - September 2011
Goodwin Procter LLP 2004 - June 2007
Choate, Hall & Stewart September 2001 - 2004
Education
University of Virginia School of Law 1998 — 2001
JD, Law
Georgetown University 1992 — 1996
BA, Government
BC High
Alexandra Toskovich's Brown Brothers Harriman Experience February 2012 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman June 2007 - Present
Education
Georgetown University 2003 — 2007
BS- the School of Foreign Service, International Culture and Politics
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman June 2007 - Present
Education
Georgetown University 2003 — 2007
BS- the School of Foreign Service, International Culture and Politics
Jerome (J.J.) Brown's Brown Brothers Harriman Experience January 2000 - April 2005
Job Managing Director, Healthcare Investment Banking at JMP Securities
Industry Banking
Experience
JMP Securities June 2010 - Present
BMO Capital Markets May 2005 - May 2010
Brown Brothers Harriman January 2000 - April 2005
Skadden Arps October 1995 - January 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Investments, Equity Research, Healthcare, Capital Markets, Valuation, Management, Private Equity, Financial Modeling, Hedge Funds, Finance
Education
New York University School of Law 1992 — 1995
JD
Georgetown University 1987 — 1991
BA
JMP Securities June 2010 - Present
BMO Capital Markets May 2005 - May 2010
Brown Brothers Harriman January 2000 - April 2005
Skadden Arps October 1995 - January 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Investments, Equity Research, Healthcare, Capital Markets, Valuation, Management, Private Equity, Financial Modeling, Hedge Funds, Finance
Education
New York University School of Law 1992 — 1995
JD
Georgetown University 1987 — 1991
BA
Matthew DeFelice's Brown Brothers Harriman Experience April 2011 - January 2012
Job Senior Account Representative at HBO
Industry Entertainment
Experience
HBO April 2015 - Present
HBO June 2014 - April 2015
North Shore-LIJ Health System June 2012 - June 2014
Brown Brothers Harriman April 2011 - January 2012
Deutsche Bank July 2010 - September 2010
Education
St. John's University
MBA, Finance
Fordham University 2006 — 2010
B.S., Finance
HBO April 2015 - Present
HBO June 2014 - April 2015
North Shore-LIJ Health System June 2012 - June 2014
Brown Brothers Harriman April 2011 - January 2012
Deutsche Bank July 2010 - September 2010
Education
St. John's University
MBA, Finance
Fordham University 2006 — 2010
B.S., Finance
Dan Penaro's Brown Brothers Harriman Experience February 2011 - August 2011
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2011 - August 2011
Sidoti & Company, LLC September 2009 - May 2010
Northwestern Mutual Financial Group October 2008 - March 2009
Skills
Microsoft Excel, Analysis, Investments
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Fordham University 2006 — 2010
BS, Finance
Chaminade High School 2006
Fordham University
Bachelor of Science, Business Administration; Finance
Brown Brothers Harriman February 2011 - August 2011
Sidoti & Company, LLC September 2009 - May 2010
Northwestern Mutual Financial Group October 2008 - March 2009
Skills
Microsoft Excel, Analysis, Investments
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
Fordham University 2006 — 2010
BS, Finance
Chaminade High School 2006
Fordham University
Bachelor of Science, Business Administration; Finance
Kathleen Chartrand's Brown Brothers Harriman Experience May 2006 - June 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
Brown Brothers Harriman May 2006 - June 2009
Brown Brothers Harriman April 2005 - May 2006
Education
Framingham State University
Bachelor of Arts, Geography
Brown Brothers Harriman May 2006 - June 2009
Brown Brothers Harriman April 2005 - May 2006
Education
Framingham State University
Bachelor of Arts, Geography
Brenda Fernandez's Brown Brothers Harriman Experience September 2004 - September 2007
Job Executive Assistant to the President at Global Association of Risk Professionals / Continuing Education Associate
Industry Financial Services
Experience
Global Association of Risk Professionals May 2012 - Present
MHACG August 2009 - July 2010
Brown Brothers Harriman September 2004 - September 2007
Fiduciary Trust Company May 2004 - September 2007
Alliance Bernstein December 1997 - May 2002
Education
Gettysburg College
BA, English and Music
New School University
English Composition
Parson's School of Design
Graphic Design
Global Association of Risk Professionals May 2012 - Present
MHACG August 2009 - July 2010
Brown Brothers Harriman September 2004 - September 2007
Fiduciary Trust Company May 2004 - September 2007
Alliance Bernstein December 1997 - May 2002
Education
Gettysburg College
BA, English and Music
New School University
English Composition
Parson's School of Design
Graphic Design
Joseph Memmolo's Brown Brothers Harriman Experience 1998 - 2000
Job Officer The Federal Reserve Bank of NY
Industry Financial Services
Experience
The Federal Reserve Bank of NY December 2010 - Present
Citigroup 2004 - 2010
Swiss Re 2001 - 2004
Brown Brothers Harriman 1998 - 2000
JPMorgan Chase 1993 - 1998
PwC 1989 - 1993
Skills
BPE Champion Training, Management Leadership..., Basel III Training -..., Project Management, Team Building, Finance, Business Planning, Strategic Planning, General Ledger, Cross-functional Team..., Investments, Cost Accounting, Business Process, Financial Services, Accounting, Risk Management, Equities, Financial Analysis, Fixed Income, Business Analysis, Financial Reporting
Education
Fordham University 1997 — 2000
MBA, Finance
The Federal Reserve Bank of NY December 2010 - Present
Citigroup 2004 - 2010
Swiss Re 2001 - 2004
Brown Brothers Harriman 1998 - 2000
JPMorgan Chase 1993 - 1998
PwC 1989 - 1993
Skills
BPE Champion Training, Management Leadership..., Basel III Training -..., Project Management, Team Building, Finance, Business Planning, Strategic Planning, General Ledger, Cross-functional Team..., Investments, Cost Accounting, Business Process, Financial Services, Accounting, Risk Management, Equities, Financial Analysis, Fixed Income, Business Analysis, Financial Reporting
Education
Fordham University 1997 — 2000
MBA, Finance
Ellie Kennedy's Brown Brothers Harriman Experience May 2008 - August 2010
Job Senior Associate at Monument Group
Industry Venture Capital & Private Equity
Experience
Monument Group August 2010 - Present
Brown Brothers Harriman May 2008 - August 2010
Skills
Microsoft Office, Excel, Customer Relations, PowerPoint, Word
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Lowell High School 2000 — 2004
Monument Group August 2010 - Present
Brown Brothers Harriman May 2008 - August 2010
Skills
Microsoft Office, Excel, Customer Relations, PowerPoint, Word
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Lowell High School 2000 — 2004
Sai Reddy's Brown Brothers Harriman Experience January 2011 - February 2012
Job Senior Programmer at Interactive Data
Industry Internet
Experience
Interactive Data May 2012 - January 2015
Brown Brothers Harriman January 2011 - February 2012
PayPal June 2010 - January 2011
NetSol Technologies Inc. December 2009 - May 2010
Verizon Wireless August 2008 - July 2009
Barclays Capital August 2005 - March 2007
Citi Group April 2004 - August 2005
Bear Stearns January 2001 - April 2004
Shym Technologies July 1999 - December 2000
Parametric Technology Corporation January 1998 - July 1999
Skills
C/C++, Python, Perl, Databases, SQL, Multithreading, Equity Derivatives, Interest Rate...
Education
Georgia State University 1994 — 1997
MS, Mathematics
Indian Institute of Technology, Delhi 1990 — 1994
Bachelor of Technology, Textile Engineering
Interactive Data May 2012 - January 2015
Brown Brothers Harriman January 2011 - February 2012
PayPal June 2010 - January 2011
NetSol Technologies Inc. December 2009 - May 2010
Verizon Wireless August 2008 - July 2009
Barclays Capital August 2005 - March 2007
Citi Group April 2004 - August 2005
Bear Stearns January 2001 - April 2004
Shym Technologies July 1999 - December 2000
Parametric Technology Corporation January 1998 - July 1999
Skills
C/C++, Python, Perl, Databases, SQL, Multithreading, Equity Derivatives, Interest Rate...
Education
Georgia State University 1994 — 1997
MS, Mathematics
Indian Institute of Technology, Delhi 1990 — 1994
Bachelor of Technology, Textile Engineering
Stephen Ballas's Brown Brothers Harriman Experience Senior ManagerDeloitte Tax LLP1995 - 2005
Job Tax Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Senior ManagerDeloitte Tax LLP1995 - 2005
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Accounting
Fordham Gabelli School of Business 1991 — 1993
MS, Taxation
Brown Brothers Harriman Senior ManagerDeloitte Tax LLP1995 - 2005
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Accounting
Fordham Gabelli School of Business 1991 — 1993
MS, Taxation
Jerry Rizzo's Brown Brothers Harriman Experience July 2004 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2004 - Present
JPMorgan Chase September 1985 - July 2004
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Hedge Funds, Alternative Investments, Securities, Bloomberg, Portfolio Management, Investments, Series 63, Derivatives, Financial Services, Wealth Management, Asset Managment
Education
Fordham University 1977 — 1982
BS, Finance & Marketing
Brown Brothers Harriman July 2004 - Present
JPMorgan Chase September 1985 - July 2004
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Hedge Funds, Alternative Investments, Securities, Bloomberg, Portfolio Management, Investments, Series 63, Derivatives, Financial Services, Wealth Management, Asset Managment
Education
Fordham University 1977 — 1982
BS, Finance & Marketing
Neil Mathew's Brown Brothers Harriman Experience July 2011 - June 2012
Job Insurance Analyst at Mercer
Industry Management Consulting
Experience
Mercer March 2015 - Present
Capita's consulting business January 2014 - January 2015
Capita's consulting business November 2012 - January 2014
Brown Brothers Harriman July 2011 - June 2012
UBS Wealth Management June 2010 - August 2010
Georgetown University August 2008 - January 2010
UBS Investment Bank June 2009 - August 2009
Skills
Economics, Financial Analysis, Development Economics, Investments, Problem Solving, Teamwork, Macroeconomics, Quantitative Analysis, Research, Operations, Tax Reporting, Wealth Management, FX trading, Market Research, Economic Research, Innovative Thinking, Hard Worker, PowerPoint, Excel, Word, Communication Written, Insightful, Outgoing, Highly Adaptable, International Exposure, Public Speaking, German, Data Analysis, Trading, Financial Markets, Statistics, Portfolio Management, Bloomberg, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Strategy, Finance, Financial Modeling, Quantitative Analytics, Management Consulting
Education
Georgetown University 2007 — 2011
BA, Economics
ACS Cobham International School 2002 — 2007
IB Diploma, International Baccalaureate
Inter-Community School Zurich 1999 — 2002
Mercer March 2015 - Present
Capita's consulting business January 2014 - January 2015
Capita's consulting business November 2012 - January 2014
Brown Brothers Harriman July 2011 - June 2012
UBS Wealth Management June 2010 - August 2010
Georgetown University August 2008 - January 2010
UBS Investment Bank June 2009 - August 2009
Skills
Economics, Financial Analysis, Development Economics, Investments, Problem Solving, Teamwork, Macroeconomics, Quantitative Analysis, Research, Operations, Tax Reporting, Wealth Management, FX trading, Market Research, Economic Research, Innovative Thinking, Hard Worker, PowerPoint, Excel, Word, Communication Written, Insightful, Outgoing, Highly Adaptable, International Exposure, Public Speaking, German, Data Analysis, Trading, Financial Markets, Statistics, Portfolio Management, Bloomberg, Bloomberg Terminal, Corporate Finance, Microsoft Excel, Strategy, Finance, Financial Modeling, Quantitative Analytics, Management Consulting
Education
Georgetown University 2007 — 2011
BA, Economics
ACS Cobham International School 2002 — 2007
IB Diploma, International Baccalaureate
Inter-Community School Zurich 1999 — 2002
Susan Çelaj's Brown Brothers Harriman Experience June 2011 - September 2013
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Brown Brothers Harriman June 2011 - September 2013
AllianceBernstein January 2004 - June 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Asset Management, Securities, Corporate Actions, Bloomberg Terminal, Fund Accounting, Middle Office, Settlement, Capital Markets, Series 63, Series 7, Financial Services, Investment Management, Bonds
Education
Fordham University 1999 — 2003
Bachelor of Arts (B.A.)
JPMorgan Chase October 2013 - Present
Brown Brothers Harriman June 2011 - September 2013
AllianceBernstein January 2004 - June 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Asset Management, Securities, Corporate Actions, Bloomberg Terminal, Fund Accounting, Middle Office, Settlement, Capital Markets, Series 63, Series 7, Financial Services, Investment Management, Bonds
Education
Fordham University 1999 — 2003
Bachelor of Arts (B.A.)
Cristina Hackley's Brown Brothers Harriman Experience September 2015 - Present
Job Wealth Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman January 2015 - September 2015
Brown Brothers Harriman June 2013 - August 2013
Romney Presidential Transition Team October 2012 - November 2012
Office of US Senator Marco Rubio May 2012 - July 2012
Office of US Senator Marco Rubio May 2011 - July 2011
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International History
Groton School 2006 — 2010
Brown Brothers Harriman September 2015 - Present
Brown Brothers Harriman January 2015 - September 2015
Brown Brothers Harriman June 2013 - August 2013
Romney Presidential Transition Team October 2012 - November 2012
Office of US Senator Marco Rubio May 2012 - July 2012
Office of US Senator Marco Rubio May 2011 - July 2011
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International History
Groton School 2006 — 2010
Victoria Oquendo's Brown Brothers Harriman Experience October 2007 - Present
Job Vice President Information Security Management at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Brown Brothers Harriman January 1998 - October 2007
Skills
Top Secret, Active Directory, SDLC, SAS70, Security, IT Audit, Security Controls, IT Management, Information Security..., Information Security, Risk Assessment, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (M.B.A.), Information Technology
Brown Brothers Harriman October 2007 - Present
Brown Brothers Harriman January 1998 - October 2007
Skills
Top Secret, Active Directory, SDLC, SAS70, Security, IT Audit, Security Controls, IT Management, Information Security..., Information Security, Risk Assessment, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (M.B.A.), Information Technology
Daniel Carini's Brown Brothers Harriman Experience February 2015 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
J.P. Morgan Trust Company of Delaware February 2013 - February 2015
J.P. Morgan Chase April 2006 - January 2013
21st Century Insurance November 2005 - December 2011
AIG November 2002 - November 2005
Skills
Series 7, Series 63, Banking, Credit, Insurance, Mutual Funds, Investments, Call Centers, Software Documentation, Loans, Strategic Financial..., Analysis, Financial Analysis, Wealth Management, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Valuation, Finance, Corporate Finance
Education
Goldey-Beacom College
BS, Business Administration
Goldey-Beacom College
BS, Business Administration
St. Elizabeth High School
Brown Brothers Harriman February 2015 - Present
J.P. Morgan Trust Company of Delaware February 2013 - February 2015
J.P. Morgan Chase April 2006 - January 2013
21st Century Insurance November 2005 - December 2011
AIG November 2002 - November 2005
Skills
Series 7, Series 63, Banking, Credit, Insurance, Mutual Funds, Investments, Call Centers, Software Documentation, Loans, Strategic Financial..., Analysis, Financial Analysis, Wealth Management, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Valuation, Finance, Corporate Finance
Education
Goldey-Beacom College
BS, Business Administration
Goldey-Beacom College
BS, Business Administration
St. Elizabeth High School
Eugene Morrisroe's Brown Brothers Harriman Experience February 1998 - April 2011
Job Director at FXall
Industry Financial Services
Experience
FXall April 2011 - Present
Brown Brothers Harriman February 1998 - April 2011
JPMorgan Chase September 1988 - February 1998
Skills
Capital Markets, Foreign Exchange, Securities, Trading Systems, Fixed Income, Equities, FX trading, Global Custody, Project Management, Management, Alternative Investments, Electronic Trading, FX Options, Market Data, Financial Markets, Hedge Funds, Trading, Derivatives, Currency, Options, Prime Brokerage, Mentoring, Correspondent Banking, Securities Lending, Settlement, Regulatory Requirements
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Albany 1983 — 1987
Bachelor of Arts (BA), English Language and Literature, General
FXall April 2011 - Present
Brown Brothers Harriman February 1998 - April 2011
JPMorgan Chase September 1988 - February 1998
Skills
Capital Markets, Foreign Exchange, Securities, Trading Systems, Fixed Income, Equities, FX trading, Global Custody, Project Management, Management, Alternative Investments, Electronic Trading, FX Options, Market Data, Financial Markets, Hedge Funds, Trading, Derivatives, Currency, Options, Prime Brokerage, Mentoring, Correspondent Banking, Securities Lending, Settlement, Regulatory Requirements
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
SUNY Albany 1983 — 1987
Bachelor of Arts (BA), English Language and Literature, General
Alexandra Alberti's Brown Brothers Harriman Experience January 2013 - Present
Job Fund Analyst at Brown Brothers Harriman
Industry Retail
Experience
Brown Brothers Harriman January 2013 - Present
Gap Inc. August 2012 - Present
Couch Defender, Inc February 2012 - Present
Old Dominion University May 2011 - December 2011
Old Dominion University January 2011 - December 2011
The Contemporary Art Center of Virginia September 2010 - December 2010
Leon County Humane Society June 2009 - August 2009
Boatyard Restaurant May 2006 - August 2007
Education
Old Dominion University
Master of Arts, Economics
Florida State University
Bachelor of Science
Florida State University
Brown Brothers Harriman January 2013 - Present
Gap Inc. August 2012 - Present
Couch Defender, Inc February 2012 - Present
Old Dominion University May 2011 - December 2011
Old Dominion University January 2011 - December 2011
The Contemporary Art Center of Virginia September 2010 - December 2010
Leon County Humane Society June 2009 - August 2009
Boatyard Restaurant May 2006 - August 2007
Education
Old Dominion University
Master of Arts, Economics
Florida State University
Bachelor of Science
Florida State University
Alvin Antonio Burgos's Brown Brothers Harriman Experience March 2004 - August 2005
Job
Industry Investment Management
Experience
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Brian Garvey's Brown Brothers Harriman Experience June 2015 - Present
Job NAV Analysis Team Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2013 - June 2015
State Street February 2013 - August 2013
State Street November 2010 - February 2013
State Street February 2008 - November 2010
Skills
Mutual Funds, Accounting, Microsoft Excel, Microsoft Office, Operations Management, Finance, Auditing, Fixed Income
Education
Northeastern University 2010 — 2016
Master of Business Administration (MBA)
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Management
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman August 2013 - June 2015
State Street February 2013 - August 2013
State Street November 2010 - February 2013
State Street February 2008 - November 2010
Skills
Mutual Funds, Accounting, Microsoft Excel, Microsoft Office, Operations Management, Finance, Auditing, Fixed Income
Education
Northeastern University 2010 — 2016
Master of Business Administration (MBA)
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Management
Rich Golle's Brown Brothers Harriman Experience November 1987 - July 1994
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale August 1994 - Present
Brown Brothers Harriman November 1987 - July 1994
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Structured Products, Banking, Structured Finance, Equities, Financial Markets, Corporate Finance, Equity Derivatives, FX Options, Risk Management, Portfolio Management, Credit Risk
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
Finance, General
State University of New York College at Cortland 1979 — 1983
Health and Physical Education/Fitness
Societe Generale August 1994 - Present
Brown Brothers Harriman November 1987 - July 1994
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Structured Products, Banking, Structured Finance, Equities, Financial Markets, Corporate Finance, Equity Derivatives, FX Options, Risk Management, Portfolio Management, Credit Risk
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
Finance, General
State University of New York College at Cortland 1979 — 1983
Health and Physical Education/Fitness
Jack Hettinger's Brown Brothers Harriman Experience 2008 - 2010
Job
Industry
Experience
J.P. Morgan 2010 - Present
Brown Brothers Harriman 2008 - 2010
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Accounting
J.P. Morgan 2010 - Present
Brown Brothers Harriman 2008 - 2010
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation