Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Nikolas Kopsiaftis Nikolas Kopsiaftis's Brown Brothers Harriman Experience June 2013 - May 2014
Job Operations Analyst at Merganser Capital Management
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Finance
Brown Brothers Harriman June 2013 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Finance
Malik Barno-Johnson Malik Barno-Johnson's Brown Brothers Harriman Experience July 2007 - August 2007
Job US Solutions Developer at Deloitte
Industry Computer Software
Experience
Deloitte January 2015 - Present
Okapi Partners LLC April 2014 - August 2014
STARS Leadership Alliance Corporation September 2011 - May 2013
Hampton University October 2009 - May 2013
Young & Rubicam July 2010 - August 2010
Brown Brothers Harriman July 2007 - August 2007
UBS July 2006 - August 2006
Skills
Programming, HTML, Visual Studio, Java, Microsoft Office, CSS, C#, Software Development, Unity3D, Unix, Windows 7, Help Desk Support, Computer Science, OS X, Eclipse, C++, ASP.NET, Animation, Visual C#, SQL, Agile Application..., Agile Methodologies, Agile Methodolgy, Software Development..., SDLC, Software Requirements, Software Documentation, Agile & Waterfall..., Microsoft Office..., Windows 8, JavaScript, jQuery, Software, autodesk maya, Character Animation, Macintosh hardware, Fortran 95, JGrasp, ADO.NET, Microsoft SQL Server, WCF, Technical Writing, Python, Discrete Mathematics, Visio, MySQL, Computer Architecture, Operating Systems, Web Applications, Databases
Education
Hampton University 2008 — 2013
Bachelor's of Science, Computer Science
Deloitte January 2015 - Present
Okapi Partners LLC April 2014 - August 2014
STARS Leadership Alliance Corporation September 2011 - May 2013
Hampton University October 2009 - May 2013
Young & Rubicam July 2010 - August 2010
Brown Brothers Harriman July 2007 - August 2007
UBS July 2006 - August 2006
Skills
Programming, HTML, Visual Studio, Java, Microsoft Office, CSS, C#, Software Development, Unity3D, Unix, Windows 7, Help Desk Support, Computer Science, OS X, Eclipse, C++, ASP.NET, Animation, Visual C#, SQL, Agile Application..., Agile Methodologies, Agile Methodolgy, Software Development..., SDLC, Software Requirements, Software Documentation, Agile & Waterfall..., Microsoft Office..., Windows 8, JavaScript, jQuery, Software, autodesk maya, Character Animation, Macintosh hardware, Fortran 95, JGrasp, ADO.NET, Microsoft SQL Server, WCF, Technical Writing, Python, Discrete Mathematics, Visio, MySQL, Computer Architecture, Operating Systems, Web Applications, Databases
Education
Hampton University 2008 — 2013
Bachelor's of Science, Computer Science
Natalie C. Harris Natalie C. Harris's Brown Brothers Harriman Experience July 2013 - Present
Job Senior Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Sparetimes Bowling Center July 2010 - May 2013
Standard & Poor's May 2012 - August 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Hampton University September 2009 - May 2010
Rising Stars July 2009 - August 2009
Skills
Microsoft Office, Customer Service, Team Leadership
Education
Hampton University 2009 — 2013
Bachelors of Science, Finance
Brown Brothers Harriman July 2013 - Present
Sparetimes Bowling Center July 2010 - May 2013
Standard & Poor's May 2012 - August 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Hampton University September 2009 - May 2010
Rising Stars July 2009 - August 2009
Skills
Microsoft Office, Customer Service, Team Leadership
Education
Hampton University 2009 — 2013
Bachelors of Science, Finance
Sekhar Vajjhala Sekhar Vajjhala's Brown Brothers Harriman Experience January 2012 - June 2013
Job API Platform Consultant
Industry Computer Software
Experience
Consultant May 2011 - Present
Sea Street Technologies April 2014 - August 2014
Imprivata December 2013 - March 2014
Brown Brothers Harriman January 2012 - June 2013
Visual IQ, Inc. September 2010 - May 2011
PlumChoice 2010 - August 2010
Sun Microsystems October 1998 - 2010
Hewlett-Packard 1996 - 1997
FTP Software 1994 - 1996
Hewlett-Packard 1993 - 1994
Skills
Java Enterprise Edition, XML, Java, Web Services, JDBC, REST, SOAP, Unix, MySQL, Architecture, Software Engineering, JPA, JAXB, SQL, Servlets, Application Servers, Distributed Systems, XML Schema, JAX-WS, EJB, Subversion, Ant, Open Source, Solaris, Tomcat, Glassfish, J2EE, R, SQL*Plus, OpenStack, SOA
Education
University of Wisconsin-Madison 1980 — 1982
MS, Computer Science
Indian Institute of Technology, Kanpur
BS, Electrical Engineering
Consultant May 2011 - Present
Sea Street Technologies April 2014 - August 2014
Imprivata December 2013 - March 2014
Brown Brothers Harriman January 2012 - June 2013
Visual IQ, Inc. September 2010 - May 2011
PlumChoice 2010 - August 2010
Sun Microsystems October 1998 - 2010
Hewlett-Packard 1996 - 1997
FTP Software 1994 - 1996
Hewlett-Packard 1993 - 1994
Skills
Java Enterprise Edition, XML, Java, Web Services, JDBC, REST, SOAP, Unix, MySQL, Architecture, Software Engineering, JPA, JAXB, SQL, Servlets, Application Servers, Distributed Systems, XML Schema, JAX-WS, EJB, Subversion, Ant, Open Source, Solaris, Tomcat, Glassfish, J2EE, R, SQL*Plus, OpenStack, SOA
Education
University of Wisconsin-Madison 1980 — 1982
MS, Computer Science
Indian Institute of Technology, Kanpur
BS, Electrical Engineering
Jonathan Teng's Brown Brothers Harriman Experience May 2015 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman February 2014 - May 2015
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman March 2013 - August 2013
Omega Fund Management July 2012 - March 2013
Omega Fund Management June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Access, Social Media, Due Diligence, Bloomberg Terminal, Microsoft Excel
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Economics, Public Policy, and International Business
Lexington High School 2004 — 2008
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman February 2014 - May 2015
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman March 2013 - August 2013
Omega Fund Management July 2012 - March 2013
Omega Fund Management June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Access, Social Media, Due Diligence, Bloomberg Terminal, Microsoft Excel
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Economics, Public Policy, and International Business
Lexington High School 2004 — 2008
Shobhan Mondal Shobhan Mondal's Brown Brothers Harriman Experience 2005 - 2006
Job Software Architect
Industry Information Technology and Services
Experience
Middle Path Technology June 2001 - Present
Goldman Sachs 2005 - 2008
Brown Brothers Harriman 2005 - 2006
Bankers Trust December 1994 - April 1998
Skills
Unix, Java, Oracle, Sybase, Tuxedo, TIBCO Rendezvous, C/C++ STL, Oracle 9i, perl, linux, MQ, Web Applications, Java(TM) EE 7, JSP,..., Ruby on Rails
Education
Indian Institute of Technology, Bombay 1975 — 1980
Bachelor of Technology (B.Tech.), Chemical Engineering
Alison Open University 2015 — 2015
Diploma in Project Management, Information Technology Project Management
Middle Path Technology June 2001 - Present
Goldman Sachs 2005 - 2008
Brown Brothers Harriman 2005 - 2006
Bankers Trust December 1994 - April 1998
Skills
Unix, Java, Oracle, Sybase, Tuxedo, TIBCO Rendezvous, C/C++ STL, Oracle 9i, perl, linux, MQ, Web Applications, Java(TM) EE 7, JSP,..., Ruby on Rails
Education
Indian Institute of Technology, Bombay 1975 — 1980
Bachelor of Technology (B.Tech.), Chemical Engineering
Alison Open University 2015 — 2015
Diploma in Project Management, Information Technology Project Management
Jared Keyes Jared Keyes's Brown Brothers Harriman Experience July 1994 - Present
Job Partner at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 1994 - Present
The First National Bank of Boston 1984 - 1994
Harvard Trust 1982 - 1984
Skills
Investments, Finance
Education
Harvard College 1982 — 1984
Bachelor's degree, Chinese Language and Literature
Tunghai University 1981 — 1982
Year Abroad, Mandarin Chinese Studies
Concord Academy 1975 — 1979
High School, East Asian Languages, Literatures, and Linguistics
Brown Brothers Harriman July 1994 - Present
The First National Bank of Boston 1984 - 1994
Harvard Trust 1982 - 1984
Skills
Investments, Finance
Education
Harvard College 1982 — 1984
Bachelor's degree, Chinese Language and Literature
Tunghai University 1981 — 1982
Year Abroad, Mandarin Chinese Studies
Concord Academy 1975 — 1979
High School, East Asian Languages, Literatures, and Linguistics
Joseph Alexander Man Joseph Alexander Man's Brown Brothers Harriman Experience June 2008 - April 2009
Job ALM Development & Administration at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard September 2014 - Present
CR Bard May 2014 - September 2014
Warner Chilcott June 2013 - March 2014
Comcast Cable 2013 - 2013
UBS Wealth Management January 2012 - December 2012
Dow Jones Indexes January 2010 - April 2012
Morgan Stanley April 2010 - January 2011
Screenvision August 2009 - November 2010
Brown Brothers Harriman June 2008 - April 2009
PSY Services LLC January 2002 - November 2008
Skills
Quality Assurance, Test Cases, Test Automation, SDLC, Manual Testing, Test Scripts, Quality Center, QTP, Test Planning, Software Quality..., LoadRunner, Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Test Strategy, System Testing, WinRunner, Test Management, Software Documentation, HP QTP, HP Quality Center
Education
SAI 1993 — 1995
Diploma in Computer Science and Programming Languages, Diploma in Computer Science and Programming Languages
Hofstra University
Hewlett-Packard September 2014 - Present
CR Bard May 2014 - September 2014
Warner Chilcott June 2013 - March 2014
Comcast Cable 2013 - 2013
UBS Wealth Management January 2012 - December 2012
Dow Jones Indexes January 2010 - April 2012
Morgan Stanley April 2010 - January 2011
Screenvision August 2009 - November 2010
Brown Brothers Harriman June 2008 - April 2009
PSY Services LLC January 2002 - November 2008
Skills
Quality Assurance, Test Cases, Test Automation, SDLC, Manual Testing, Test Scripts, Quality Center, QTP, Test Planning, Software Quality..., LoadRunner, Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, Defect Tracking, Test Strategy, System Testing, WinRunner, Test Management, Software Documentation, HP QTP, HP Quality Center
Education
SAI 1993 — 1995
Diploma in Computer Science and Programming Languages, Diploma in Computer Science and Programming Languages
Hofstra University
Heather Hargey's Brown Brothers Harriman Experience February 2015 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2013 - February 2015
Brown Brothers Harriman September 2008 - June 2013
State Street June 2007 - September 2008
Skills
ETFs, Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Problem Solving, Securities, Equities, Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Financial Services, Fund Accounting, Training
Education
University of Vermont 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Grenoble Ecole de Management 2006 — 2006
CIB-Certificate of International Business
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman June 2013 - February 2015
Brown Brothers Harriman September 2008 - June 2013
State Street June 2007 - September 2008
Skills
ETFs, Management, Account Reconciliation, Data Analysis, Microsoft Excel, Microsoft Word, Problem Solving, Securities, Equities, Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Financial Services, Fund Accounting, Training
Education
University of Vermont 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Grenoble Ecole de Management 2006 — 2006
CIB-Certificate of International Business
Liz Schlesinger Liz Schlesinger's Brown Brothers Harriman Experience June 1999 - July 2003
Job Managing Director/ Head of Self Storage at W.P. Carey Inc.
Industry Real Estate
Experience
W.P. Carey Inc. September 2005 - Present
Brown Brothers Harriman June 1999 - July 2003
Skills
Asset Managment, Due Diligence, Private Equity, Financial Modeling, Valuation, Investments, Financial Structuring, Acquisitions, Portfolio Management, Real Estate Economics, Venture Capital, Alternative Investments, Asset Management, Investment Banking, Capital Markets
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA), 2005 Section C
University of Pennsylvania
Bachelor of Arts (B.A.)
W.P. Carey Inc. September 2005 - Present
Brown Brothers Harriman June 1999 - July 2003
Skills
Asset Managment, Due Diligence, Private Equity, Financial Modeling, Valuation, Investments, Financial Structuring, Acquisitions, Portfolio Management, Real Estate Economics, Venture Capital, Alternative Investments, Asset Management, Investment Banking, Capital Markets
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA), 2005 Section C
University of Pennsylvania
Bachelor of Arts (B.A.)
Justin Bagby Justin Bagby's Brown Brothers Harriman Experience 2005 - 2006
Job Senior Recruiter at Fanning Personnel
Industry Staffing and Recruiting
Experience
Fanning Personnel March 2013 - Present
Action for Boston Community Development 2010 - 2011
Entegee 2006 - 2010
Brown Brothers Harriman 2005 - 2006
State Street 1999 - 2004
Skills
Recruiting, Sales, Financial Services, Talent Acquisition, Leadership, Interviews, Management, CRM, Event Planning, Fundraising, Nonprofits, Account Management, Salesforce.com, Human Resources, Business Development, Applicant Tracking..., Coaching, Research, Youth Development, Outlook, Training, Technical Recruiting, Employee Benefits, Microsoft Office, Marketing, Talent Management, College Recruiting, Social Media, Leadership Development, Customer Service, Community Outreach, Program Management, PowerPoint, Program Development, Volunteer Management, Conflict Resolution, Temporary Placement, Career Counseling, Organizational..., Public Speaking, Onboarding, Staff Development, Career Development, Staffing Services, Team Building, Workshop Facilitation, Social Networking, Resume Writing, Policy, Employee Relations
Education
Hampton University 1993 — 1997
Bachelor's degree, Psychology
Lincoln Sudbury Regional High School
Naperville Central High School
Sharon Junior High
Fanning Personnel March 2013 - Present
Action for Boston Community Development 2010 - 2011
Entegee 2006 - 2010
Brown Brothers Harriman 2005 - 2006
State Street 1999 - 2004
Skills
Recruiting, Sales, Financial Services, Talent Acquisition, Leadership, Interviews, Management, CRM, Event Planning, Fundraising, Nonprofits, Account Management, Salesforce.com, Human Resources, Business Development, Applicant Tracking..., Coaching, Research, Youth Development, Outlook, Training, Technical Recruiting, Employee Benefits, Microsoft Office, Marketing, Talent Management, College Recruiting, Social Media, Leadership Development, Customer Service, Community Outreach, Program Management, PowerPoint, Program Development, Volunteer Management, Conflict Resolution, Temporary Placement, Career Counseling, Organizational..., Public Speaking, Onboarding, Staff Development, Career Development, Staffing Services, Team Building, Workshop Facilitation, Social Networking, Resume Writing, Policy, Employee Relations
Education
Hampton University 1993 — 1997
Bachelor's degree, Psychology
Lincoln Sudbury Regional High School
Naperville Central High School
Sharon Junior High
Laura Maish's Brown Brothers Harriman Experience August 1994 - August 1995
Job Career Services Advisor at Hult International Business School
Industry Professional Training & Coaching
Experience
Hult International Business School October 2013 - Present
Empowered Interviewing August 2010 - October 2013
M Squared January 2008 - July 2010
The Bank of New York August 2002 - July 2007
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman August 1994 - August 1995
The Bank of California (now Union Bank) January 1989 - August 1994
Skills
Project Management, Team Building, Sales, New Business Development, Business Development, Operations Management, Coaching, Executive Coaching, Training, Workshop Facilitation, Motivational Speaking, Motivational..., Sales Motivation, Career Counseling, Business Networking, Interviews, Start-ups, Leadership, Recruiting, Talent Management, Business Planning, Executive Management, Management, Cross-functional Team..., Marketing, Consulting, Career Development
Education
Indiana University Bloomington 1979 — 1983
BS Business Administration Honors Program
Hult International Business School October 2013 - Present
Empowered Interviewing August 2010 - October 2013
M Squared January 2008 - July 2010
The Bank of New York August 2002 - July 2007
Barclays Global Investors 1999 - 2001
Brown Brothers Harriman August 1994 - August 1995
The Bank of California (now Union Bank) January 1989 - August 1994
Skills
Project Management, Team Building, Sales, New Business Development, Business Development, Operations Management, Coaching, Executive Coaching, Training, Workshop Facilitation, Motivational Speaking, Motivational..., Sales Motivation, Career Counseling, Business Networking, Interviews, Start-ups, Leadership, Recruiting, Talent Management, Business Planning, Executive Management, Management, Cross-functional Team..., Marketing, Consulting, Career Development
Education
Indiana University Bloomington 1979 — 1983
BS Business Administration Honors Program
Colleen Hall's Brown Brothers Harriman Experience June 2007 - October 2009
Job Social Impact Analyst: Leveraging social innovators to influence a strong social and cultural impact
Industry Financial Services
Experience
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
TED Conferences 2015 - Present
Emily’s Social Kitchen Ltd 2014 - Present
Emily's Social Kitchen Ltd. June 2010 - 2015
Tufts Center for the Study of Drug Develoment October 2011 - 2012
Brown Brothers Harriman June 2007 - October 2009
Investors Bank & Trust February 2007 - June 2007
Eaton Vance January 2006 - February 2007
Training Express 2005 - 2006
Tufts University Daily Newspaper April 2004 - June 2005
Gap Inc./Banana Republic May 2003 - September 2004
Skills
PowerPoint, Excel, Word, Customer Service, Research, Analysis, Microsoft Office, Outlook, Spanish, Economics, Data Analysis, Social Media, Spreadsheets, Retail, Entrepreneurship, Microsoft Excel, Management
Education
Harvard University 2010 — 2010
Management Courses
Tufts University 2001 — 2005
BA, Economics
Syracuse University in Madrid 2003 — 2004
Spanish
Suffolk University Madrid 2002 — 2002
Tufts University
Tufts CSDD Postgraduate Course in Clinical Pharmacology, Drug Development and Regulation
Keri Daniels Keri Daniels's Brown Brothers Harriman Experience 1991 - 1995
Job Director, Communications Strategy Planning at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society January 2015 - Present
American Cancer Society January 2013 - January 2015
American Cancer Society January 2011 - January 2013
American Cancer Society September 2005 - December 2010
American Liver Foundation July 2003 - May 2005
Big Brothers Big Sisters of Metro Newark September 1997 - July 2003
Brown Brothers Harriman 1991 - 1995
Education
Hampton University
Bachelor's degree
American Cancer Society January 2015 - Present
American Cancer Society January 2013 - January 2015
American Cancer Society January 2011 - January 2013
American Cancer Society September 2005 - December 2010
American Liver Foundation July 2003 - May 2005
Big Brothers Big Sisters of Metro Newark September 1997 - July 2003
Brown Brothers Harriman 1991 - 1995
Education
Hampton University
Bachelor's degree
Julianne Recine Julianne Recine's Brown Brothers Harriman Experience 1994 - 1995
Job at Sciens Fund of Funds Management
Industry Investment Management
Experience
Sciens Investment Management August 2010 - Present
PineBridge Investments (Formerly AIG Investments) March 2010 - August 2010
AIG Investments June 2004 - March 2010
EnTrust Capital April 1997 - June 2004
Goldman Sachs August 1995 - April 1997
Brown Brothers Harriman 1994 - 1995
Skills
Operational Due..., Alternative Investments, Hedge Funds, Asset Managment, Fund Of Funds, Investor Relations, Due Diligence, Valuation, Asset Management, Investments, FX Options, Private Equity, Mutual Funds, Investment Strategies, Asset Allocation, Emerging Markets, Securities, Financial Services, Investment Advisory, Portfolio Management, Strategic Partnerships, Investment Management, Trading, Start-ups, Management, Capital Markets, Fund Accounting, Financial Markets, Finance
Education
Iona College 1995 — 1999
MBA, Finance
Iona College 1990 — 1994
BBA, International Business
Sciens Investment Management August 2010 - Present
PineBridge Investments (Formerly AIG Investments) March 2010 - August 2010
AIG Investments June 2004 - March 2010
EnTrust Capital April 1997 - June 2004
Goldman Sachs August 1995 - April 1997
Brown Brothers Harriman 1994 - 1995
Skills
Operational Due..., Alternative Investments, Hedge Funds, Asset Managment, Fund Of Funds, Investor Relations, Due Diligence, Valuation, Asset Management, Investments, FX Options, Private Equity, Mutual Funds, Investment Strategies, Asset Allocation, Emerging Markets, Securities, Financial Services, Investment Advisory, Portfolio Management, Strategic Partnerships, Investment Management, Trading, Start-ups, Management, Capital Markets, Fund Accounting, Financial Markets, Finance
Education
Iona College 1995 — 1999
MBA, Finance
Iona College 1990 — 1994
BBA, International Business
Theresa McGeever's Brown Brothers Harriman Experience May 2006 - March 2013
Job Executive Search Consultant
Industry Financial Services
Experience
Marathon Search Associates February 2014 - Present
Bracebridge Capital April 2013 - January 2014
Brown Brothers Harriman May 2006 - March 2013
Sovereign Bank 2003 - 2006
Fidelity Investments March 1998 - December 2002
AGFA, Division of Bayer Corporation November 1995 - August 1997
Raytheon Company September 1984 - November 1995
Skills
Talent Acquisition, Talent Management, Financial Services, Succession Planning, Onboarding, Vendor Management, Performance Management, Recruiting, Banking, Employee Relations, Applicant Tracking..., Risk Management, Coaching, Relationship Management, Change Management, Employee Engagement, Executive Search, Strategy, Personnel Management, Human Resources, Program Management, Executive Coaching, PeopleSoft, Temporary Placement, Leadership, Mergers & Acquisitions, Workforce Planning, Organizational..., CRM, Executive Management, Sourcing, Technical Recruiting, Organizational Design, Employee Benefits, Deferred Compensation, HRIS, College Recruiting, Consulting, Organizational..., Interviews, Internet Recruiting, Career Development, HR Consulting
Education
Indiana University Bloomington 1981 — 1984
BSBA, Business
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Marathon Search Associates February 2014 - Present
Bracebridge Capital April 2013 - January 2014
Brown Brothers Harriman May 2006 - March 2013
Sovereign Bank 2003 - 2006
Fidelity Investments March 1998 - December 2002
AGFA, Division of Bayer Corporation November 1995 - August 1997
Raytheon Company September 1984 - November 1995
Skills
Talent Acquisition, Talent Management, Financial Services, Succession Planning, Onboarding, Vendor Management, Performance Management, Recruiting, Banking, Employee Relations, Applicant Tracking..., Risk Management, Coaching, Relationship Management, Change Management, Employee Engagement, Executive Search, Strategy, Personnel Management, Human Resources, Program Management, Executive Coaching, PeopleSoft, Temporary Placement, Leadership, Mergers & Acquisitions, Workforce Planning, Organizational..., CRM, Executive Management, Sourcing, Technical Recruiting, Organizational Design, Employee Benefits, Deferred Compensation, HRIS, College Recruiting, Consulting, Organizational..., Interviews, Internet Recruiting, Career Development, HR Consulting
Education
Indiana University Bloomington 1981 — 1984
BSBA, Business
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Jollon Jeffrey Jollon's Brown Brothers Harriman Experience June 1997 - June 2003
Job Corporate Development (M&A), Corporate Finance & Financial Management Executive
Industry Health, Wellness and Fitness
Experience
BioScrip, Inc. (NASDAQ: BIOS) August 2012 - Present
Catalyst Health Solutions, Inc. January 2012 - July 2012
Catalyst Health Solutions, Inc. October 2007 - June 2011
Medical Funding Services, Inc. June 2005 - October 2007
Brown Brothers Harriman June 1997 - June 2003
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
Haverford College 1992 — 1996
BA
Phillips Academy 1989 — 1992
The Green Vale School 1980 — 1989
BioScrip, Inc. (NASDAQ: BIOS) August 2012 - Present
Catalyst Health Solutions, Inc. January 2012 - July 2012
Catalyst Health Solutions, Inc. October 2007 - June 2011
Medical Funding Services, Inc. June 2005 - October 2007
Brown Brothers Harriman June 1997 - June 2003
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
Haverford College 1992 — 1996
BA
Phillips Academy 1989 — 1992
The Green Vale School 1980 — 1989
John Zaya John Zaya's Brown Brothers Harriman Experience 2001 - 2004
Job Finance & Accounting Manager
Industry Financial Services
Experience
Parabase Genomics August 2013 - December 2014
Lloyds Banking Group January 2010 - May 2011
Cardinal Health March 2007 - December 2009
Dechert LLP 2004 - 2007
Brown Brothers Harriman 2001 - 2004
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MBA, International Business
Harvard University 2001 — 2003
Villanova University 1997 — 2001
BS, Finance
Parabase Genomics August 2013 - December 2014
Lloyds Banking Group January 2010 - May 2011
Cardinal Health March 2007 - December 2009
Dechert LLP 2004 - 2007
Brown Brothers Harriman 2001 - 2004
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MBA, International Business
Harvard University 2001 — 2003
Villanova University 1997 — 2001
BS, Finance
Jason Glassman's Brown Brothers Harriman Experience June 2012 - September 2012
Job Financial Analyst at Refinery29, Inc.
Industry Online Media
Experience
Refinery29, Inc. September 2014 - Present
Time Inc. April 2013 - September 2014
The Estée Lauder Companies Inc. September 2012 - March 2013
Brown Brothers Harriman June 2012 - September 2012
Wells Fargo June 2011 - August 2011
Winebow May 2009 - August 2009
Skills
NetSuite, Host Analytics, TM1, PeopleSoft, Google Docs, Coupa, comScore, Microsoft Excel, Essbase, Pivot Tables, Access, PowerPoint, Finance, Financial Modeling, Financial Reporting, Budgeting, Forecasting, Microsoft Word, Financial Analysis, Vlookup, Accounts Payable, Corporate Finance, Variance Analysis, Management, Accounts Receivable, Analytics, Social Media, Accounting, Economics, Business Analysis, Statistics, Pricing, Financial Accounting, Benefit Cost Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Hanover Park
Refinery29, Inc. September 2014 - Present
Time Inc. April 2013 - September 2014
The Estée Lauder Companies Inc. September 2012 - March 2013
Brown Brothers Harriman June 2012 - September 2012
Wells Fargo June 2011 - August 2011
Winebow May 2009 - August 2009
Skills
NetSuite, Host Analytics, TM1, PeopleSoft, Google Docs, Coupa, comScore, Microsoft Excel, Essbase, Pivot Tables, Access, PowerPoint, Finance, Financial Modeling, Financial Reporting, Budgeting, Forecasting, Microsoft Word, Financial Analysis, Vlookup, Accounts Payable, Corporate Finance, Variance Analysis, Management, Accounts Receivable, Analytics, Social Media, Accounting, Economics, Business Analysis, Statistics, Pricing, Financial Accounting, Benefit Cost Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Hanover Park
Johnny Dong Johnny Dong's Brown Brothers Harriman Experience December 2014 - Present
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2014 - Present
WTS Proprietary Trading Group, LLC February 2012 - May 2013
Global Resources Inc October 2011 - January 2012
ST Retail Group October 2010 - September 2011
First Class Group, Inc October 2010 - February 2011
Fortune Securities Co. Ltd June 2009 - September 2009
Skills
Investments, Financial Analysis, Equities, Securities, Risk Management, Trading, Portfolio Management, Derivatives, series 56, Life & Health Insurance..., Microsoft Office, SPSS, @Risk, SAS, Analysis, Finance
Education
St. John's University 2010 — 2011
Master of Science, Enterprise Risk Management
Gustavus Adolphus College 2008 — 2010
Bachelor of Art, Financial Economics
Brown Brothers Harriman December 2014 - Present
WTS Proprietary Trading Group, LLC February 2012 - May 2013
Global Resources Inc October 2011 - January 2012
ST Retail Group October 2010 - September 2011
First Class Group, Inc October 2010 - February 2011
Fortune Securities Co. Ltd June 2009 - September 2009
Skills
Investments, Financial Analysis, Equities, Securities, Risk Management, Trading, Portfolio Management, Derivatives, series 56, Life & Health Insurance..., Microsoft Office, SPSS, @Risk, SAS, Analysis, Finance
Education
St. John's University 2010 — 2011
Master of Science, Enterprise Risk Management
Gustavus Adolphus College 2008 — 2010
Bachelor of Art, Financial Economics
Brian Friel Brian Friel's Brown Brothers Harriman Experience July 2011 - December 2011
Job Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
Hermith GmbH May 2013 - August 2013
Brown Brothers Harriman July 2011 - December 2011
Northeastern University September 2009 - April 2011
ReminderMedia May 2010 - August 2010
Education
Northeastern University 2009 — 2014
Bachelor's Degree, International Business, Finance concentration, German minor
Hochschule Reutlingen 2012 — 2013
International Management
Hall Capital Partners LLC January 2015 - Present
Hermith GmbH May 2013 - August 2013
Brown Brothers Harriman July 2011 - December 2011
Northeastern University September 2009 - April 2011
ReminderMedia May 2010 - August 2010
Education
Northeastern University 2009 — 2014
Bachelor's Degree, International Business, Finance concentration, German minor
Hochschule Reutlingen 2012 — 2013
International Management
Carolyn Ann (Andy) Davis Carolyn Ann (Andy) Davis's Brown Brothers Harriman Experience October 2007 - September 2008
Job Director of Corporate Relations at National Constitution Center
Industry Fund-Raising
Experience
National Constitution Center April 2015 - Present
Acorn Hill Fundraising Strategies December 2012 - Present
Temple University College of Science and Technology November 2013 - April 2015
Mitt Romney for President 2012 May 2012 - December 2012
Welch for US Senate January 2012 - April 2012
American Continental Group January 2011 - December 2011
Meehan for Congress May 2010 - November 2010
Table Art September 2008 - July 2009
Brown Brothers Harriman October 2007 - September 2008
Skills
Event Planning, Finance, Fundraising, Government, Legislation, Legislative Research, Microsoft Office, Non-profits, Nonprofits, Policy Analysis, Political Campaigns, Political Communication, Political Consulting, Political Science, Politics, Public Affairs, Public Policy, Public Speaking, Social Media, Volunteer Management
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Political Science
Westtown School
National Constitution Center April 2015 - Present
Acorn Hill Fundraising Strategies December 2012 - Present
Temple University College of Science and Technology November 2013 - April 2015
Mitt Romney for President 2012 May 2012 - December 2012
Welch for US Senate January 2012 - April 2012
American Continental Group January 2011 - December 2011
Meehan for Congress May 2010 - November 2010
Table Art September 2008 - July 2009
Brown Brothers Harriman October 2007 - September 2008
Skills
Event Planning, Finance, Fundraising, Government, Legislation, Legislative Research, Microsoft Office, Non-profits, Nonprofits, Policy Analysis, Political Campaigns, Political Communication, Political Consulting, Political Science, Politics, Public Affairs, Public Policy, Public Speaking, Social Media, Volunteer Management
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Political Science
Westtown School
Alexandra Conigliaro's Brown Brothers Harriman Experience August 2013 - July 2014
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker September 2014 - Present
Brown Brothers Harriman August 2013 - July 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Research, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word, Economics, Real Estate Transactions, Real Estate, Website Creation
Education
Harvard University 2009 — 2013
Noble and Greenough
Coldwell Banker September 2014 - Present
Brown Brothers Harriman August 2013 - July 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Research, Data Analysis, Financial Modeling, Public Speaking, Microsoft Word, Economics, Real Estate Transactions, Real Estate, Website Creation
Education
Harvard University 2009 — 2013
Noble and Greenough
Brendan Stack Brendan Stack's Brown Brothers Harriman Experience October 2014 - Present
Job Trade Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Kidder Building & Wrecking Inc. June 2013 - September 2013
Sodexo June 2008 - September 2012
Skills
Finance, Financial Analysis, Return on Investment..., Management, Strategic Financial..., International Finance, Financial Institutions, Organization, Teamwork, Time Management, Travel, Analysis, Corporate Finance
Education
University of New Hampshire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Griffith University 2013 — 2013
Study Abroad Program (Spring 2013)
Pinkerton Academy 2006 — 2010
High School Diploma
Brown Brothers Harriman October 2014 - Present
Kidder Building & Wrecking Inc. June 2013 - September 2013
Sodexo June 2008 - September 2012
Skills
Finance, Financial Analysis, Return on Investment..., Management, Strategic Financial..., International Finance, Financial Institutions, Organization, Teamwork, Time Management, Travel, Analysis, Corporate Finance
Education
University of New Hampshire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Griffith University 2013 — 2013
Study Abroad Program (Spring 2013)
Pinkerton Academy 2006 — 2010
High School Diploma
Anu Sonare's Brown Brothers Harriman Experience May 2006 - March 2007
Job Independent Consultant
Industry Financial Services
Experience
Ericsson's iconectiv April 2014 - Present
HSBC NY April 2008 - April 2014
Merrill Lynch April 2007 - March 2008
Brown Brothers Harriman May 2006 - March 2007
Time Warner Cable February 2005 - April 2006
Skills
SQL, PL/SQL, Data Warehousing, Data Modeling, Microsoft SQL Server, SDLC, ITIL, Data Migration, T-SQL, Requirements Analysis, Business Analysis, Linux, Oracle Database...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (MCA), Computer Science
Jai Hind College
Ericsson's iconectiv April 2014 - Present
HSBC NY April 2008 - April 2014
Merrill Lynch April 2007 - March 2008
Brown Brothers Harriman May 2006 - March 2007
Time Warner Cable February 2005 - April 2006
Skills
SQL, PL/SQL, Data Warehousing, Data Modeling, Microsoft SQL Server, SDLC, ITIL, Data Migration, T-SQL, Requirements Analysis, Business Analysis, Linux, Oracle Database...
Education
Indira Gandhi National Open University 2001 — 2004
Master of Computer Applications (MCA), Computer Science
Jai Hind College
Victoria Rogers Victoria Rogers's Brown Brothers Harriman Experience August 2012 - January 2013
Job Finance Associate at Bain Capital
Industry Accounting
Experience
Bain Capital January 2013 - Present
Brown Brothers Harriman August 2012 - January 2013
J.Crew January 2009 - January 2013
Medfield Public Schools, Summer School Program June 2008 - August 2011
Medfield Afterschool Program, Inc November 2004 - May 2008
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Facebook, Social Media, Blogging, Outlook, Social Networking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Accounting, Cum Laude
Universitat Autònoma de Barcelona 2010 — 2010
Bain Capital January 2013 - Present
Brown Brothers Harriman August 2012 - January 2013
J.Crew January 2009 - January 2013
Medfield Public Schools, Summer School Program June 2008 - August 2011
Medfield Afterschool Program, Inc November 2004 - May 2008
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Facebook, Social Media, Blogging, Outlook, Social Networking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Accounting, Cum Laude
Universitat Autònoma de Barcelona 2010 — 2010
Rusty Lewis Rusty Lewis's Brown Brothers Harriman Experience November 2011 - Present
Job Vice Chairman at Zinio LLC
Industry Media Production
Experience
Brown Brothers Harriman November 2011 - Present
Lewis Capital LLC December 1999 - Present
Zinio LLC June 2012 - Present
VERISIGN March 2000 - May 2011
TransCore 1986 - 1999
Skills
Corporate Development, Strategic Planning, Marketing Strategy, Management, Cross-functional Team..., Marketing, Private Equity, Mergers, Contract Negotiation, Leadership, Venture Capital, Business Development, Strategic Partnerships, Product Management, Business Planning, SaaS, Start-ups, Integrated Marketing, Digital Media, Investments, Executive Management, Enterprise Software, Telecommunications
Education
Harvard Business School 1979 — 1981
MBA
Haverford College 1973 — 1977
Economics
Deerfield Academy 1970 — 1973
High School
Brown Brothers Harriman November 2011 - Present
Lewis Capital LLC December 1999 - Present
Zinio LLC June 2012 - Present
VERISIGN March 2000 - May 2011
TransCore 1986 - 1999
Skills
Corporate Development, Strategic Planning, Marketing Strategy, Management, Cross-functional Team..., Marketing, Private Equity, Mergers, Contract Negotiation, Leadership, Venture Capital, Business Development, Strategic Partnerships, Product Management, Business Planning, SaaS, Start-ups, Integrated Marketing, Digital Media, Investments, Executive Management, Enterprise Software, Telecommunications
Education
Harvard Business School 1979 — 1981
MBA
Haverford College 1973 — 1977
Economics
Deerfield Academy 1970 — 1973
High School
Rafael Febres-Cordero Rafael Febres-Cordero's Brown Brothers Harriman Experience June 2011 - April 2012
Job Senior Advisor at BioVentures Investors
Industry Financial Services
Experience
BioVentures Investors April 2013 - Present
Rudyard Partners February 2013 - Present
Isabella Products, Inc. September 2012 - Present
Brown Brothers Harriman June 2011 - April 2012
Independent Project June 2010 - January 2011
Independent Project July 2010 - September 2010
Devonshire Investors September 2008 - 2010
Fidelity Investments International April 2002 - August 2008
frog September 2001 - May 2002
Fidelity Investments Institutional Services Company, Inc. February 1996 - March 2002
Skills
Asset Management, Financial Markets, Wealth Management, Alternative Investments, Asset Managment, Financial Advisory, Business Planning, Strategy, Asset Allocation, Mutual Funds, Multi-channel Marketing, Business Strategy, Emerging Markets, Management, Financial Services, Investments, Portfolio Management, Entrepreneurship, Business Development, Venture Capital, Private Equity, Corporate Governance, Private Banking, Family Office, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Strategic Partnerships, Strategic Planning, Finance, Equities, Leadership, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Risk Management, Due Diligence, Investment Management, Financial Planning, Banking, Marketing, Start-ups, Management Consulting, Fixed Income, Sales, Funding, Securities
Education
Hult International Business School 1994 — 1995
MBA, Management
Northeastern University 1990 — 1993
Bachelor of Science, Finance, Insurance and International Business
Colegio La Salle
High School degree in Science
BioVentures Investors April 2013 - Present
Rudyard Partners February 2013 - Present
Isabella Products, Inc. September 2012 - Present
Brown Brothers Harriman June 2011 - April 2012
Independent Project June 2010 - January 2011
Independent Project July 2010 - September 2010
Devonshire Investors September 2008 - 2010
Fidelity Investments International April 2002 - August 2008
frog September 2001 - May 2002
Fidelity Investments Institutional Services Company, Inc. February 1996 - March 2002
Skills
Asset Management, Financial Markets, Wealth Management, Alternative Investments, Asset Managment, Financial Advisory, Business Planning, Strategy, Asset Allocation, Mutual Funds, Multi-channel Marketing, Business Strategy, Emerging Markets, Management, Financial Services, Investments, Portfolio Management, Entrepreneurship, Business Development, Venture Capital, Private Equity, Corporate Governance, Private Banking, Family Office, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Strategic Partnerships, Strategic Planning, Finance, Equities, Leadership, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Risk Management, Due Diligence, Investment Management, Financial Planning, Banking, Marketing, Start-ups, Management Consulting, Fixed Income, Sales, Funding, Securities
Education
Hult International Business School 1994 — 1995
MBA, Management
Northeastern University 1990 — 1993
Bachelor of Science, Finance, Insurance and International Business
Colegio La Salle
High School degree in Science
Marisa Renee Lee's Brown Brothers Harriman Experience 2006 - 2009
Job Managing Director at My Brother's Keeper Alliance
Industry Government Administration
Experience
My Brother's Keeper Alliance May 2015 - Present
Deloitte September 2014 - Present
The Pink Agenda 2007 - Present
Business Forward May 2014 - November 2014
The White House September 2013 - April 2014
The White House May 2013 - September 2013
U.S. Small Business Administration May 2010 - May 2013
Brown Brothers Harriman 2006 - 2009
Skills
Valuation, Policy Analysis, Management Consulting, Research, Economics, Government, International Relations, Public Policy, Strategy, Policy, Strategic Communications, Analysis, Data Analysis, Strategic Planning, Financial Modeling, Nonprofits
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), Government and Near Eastern Languages and Civilizations
Harvard University 2001 — 2005
Bachelor's degree, Joint Degree in Government and Near Eastern Languages and Civilizations
My Brother's Keeper Alliance May 2015 - Present
Deloitte September 2014 - Present
The Pink Agenda 2007 - Present
Business Forward May 2014 - November 2014
The White House September 2013 - April 2014
The White House May 2013 - September 2013
U.S. Small Business Administration May 2010 - May 2013
Brown Brothers Harriman 2006 - 2009
Skills
Valuation, Policy Analysis, Management Consulting, Research, Economics, Government, International Relations, Public Policy, Strategy, Policy, Strategic Communications, Analysis, Data Analysis, Strategic Planning, Financial Modeling, Nonprofits
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), Government and Near Eastern Languages and Civilizations
Harvard University 2001 — 2005
Bachelor's degree, Joint Degree in Government and Near Eastern Languages and Civilizations
Maureen Pena Maureen Pena's Brown Brothers Harriman Experience April 2010 - December 2010
Job Talent Acquisition Consultant
Industry Philanthropy
Experience
WS Development August 2015 - Present
Aspen Leadership Group July 2014 - May 2015
Harvard University August 2013 - June 2014
Harvard University June 2011 - August 2013
Wellington Management January 2011 - April 2011
The Pena Network August 2007 - April 2011
Brown Brothers Harriman April 2010 - December 2010
Benson and Miller August 2009 - September 2009
Keystone Associates November 2008 - June 2009
Prestonwood Associates October 2007 - July 2008
Skills
Recruiting, Human Resources, Executive Search, Career Counseling, Temporary Placement, Business Development, Networking, Personnel Management, Talent Acquisition, Talent Management, Onboarding, Employee Relations, Resume Writing, College Recruiting, Interviews, Career Development, Technical Recruiting, HR Consulting, Applicant Tracking..., Consulting, Hiring, Management, Leadership
Education
Harvard University 2012 — 2013
University of Massachusetts, Amherst 1979 — 1983
BS
Harvard University Extension School
Holyoke High School
McMahon
WS Development August 2015 - Present
Aspen Leadership Group July 2014 - May 2015
Harvard University August 2013 - June 2014
Harvard University June 2011 - August 2013
Wellington Management January 2011 - April 2011
The Pena Network August 2007 - April 2011
Brown Brothers Harriman April 2010 - December 2010
Benson and Miller August 2009 - September 2009
Keystone Associates November 2008 - June 2009
Prestonwood Associates October 2007 - July 2008
Skills
Recruiting, Human Resources, Executive Search, Career Counseling, Temporary Placement, Business Development, Networking, Personnel Management, Talent Acquisition, Talent Management, Onboarding, Employee Relations, Resume Writing, College Recruiting, Interviews, Career Development, Technical Recruiting, HR Consulting, Applicant Tracking..., Consulting, Hiring, Management, Leadership
Education
Harvard University 2012 — 2013
University of Massachusetts, Amherst 1979 — 1983
BS
Harvard University Extension School
Holyoke High School
McMahon
Peter Corkery Peter Corkery's Brown Brothers Harriman Experience November 2014 - Present
Job Pricing Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2014 - Present
State Street February 2014 - June 2014
State Street January 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Process Improvement, Process Optimization, Data Analysis, Bloomberg Terminal
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Cumulative GPA: 3.67, Major GPA: 3.9
Brown Brothers Harriman November 2014 - Present
State Street February 2014 - June 2014
State Street January 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft SQL Server, Process Improvement, Process Optimization, Data Analysis, Bloomberg Terminal
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Operations and Information Management, Cumulative GPA: 3.67, Major GPA: 3.9
Dave Martin's Brown Brothers Harriman Experience 1989 - 1991
Job Senior VP Global Head of Sales, Marketing and Operations at CoreLogic
Industry Real Estate
Experience
CoreLogic March 2014 - Present
Thomson Reuters 2005 - 2014
Bloomberg LP 1999 - 2005
Bloomberg LP 1996 - 1999
Bloomberg LP 1991 - 1996
Brown Brothers Harriman 1989 - 1991
Skills
Market Data, CRM, Solution Selling, Trading Systems, Electronic Trading, Management, Sales, Financial Markets, Equities, Fixed Income, Equity Trading, Financial Services, Trading, Capital Markets, Account Management, Hedge Funds, Direct Sales, Product Management, Salesforce.com, Sales Operations, Relationship Management, Business Development, Contract Negotiation, New Business Development, Bloomberg, Vendor Management, Low Latency, Commodity, Reference Data, Strategy, Options, FX Options, Start-ups, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Science (BS), Finance
CoreLogic March 2014 - Present
Thomson Reuters 2005 - 2014
Bloomberg LP 1999 - 2005
Bloomberg LP 1996 - 1999
Bloomberg LP 1991 - 1996
Brown Brothers Harriman 1989 - 1991
Skills
Market Data, CRM, Solution Selling, Trading Systems, Electronic Trading, Management, Sales, Financial Markets, Equities, Fixed Income, Equity Trading, Financial Services, Trading, Capital Markets, Account Management, Hedge Funds, Direct Sales, Product Management, Salesforce.com, Sales Operations, Relationship Management, Business Development, Contract Negotiation, New Business Development, Bloomberg, Vendor Management, Low Latency, Commodity, Reference Data, Strategy, Options, FX Options, Start-ups, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
Bachelor of Science (BS), Finance
Kevin Costello Kevin Costello's Brown Brothers Harriman Experience September 2002 - August 2006
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
HSBC May 2007 - June 2013
HSBC June 2010 - August 2012
Brown Brothers Harriman September 2002 - August 2006
Skills
Hedge Funds, Fund Accounting, Private Equity, Portfolio Management, Securities, Mutual Funds, Cash Management, Investments, FX Options, Trading, Relationship Management, Corporate Actions, Investment Management, Fixed Income, Alternative Investments
Education
Hofstra University 1999 — 2001
Bachelor of Arts (B.A.), Economics
Hofstra University 1998 — 2001
Bachelor of Arts (BA), Economics
J.P. Morgan October 2013 - Present
HSBC May 2007 - June 2013
HSBC June 2010 - August 2012
Brown Brothers Harriman September 2002 - August 2006
Skills
Hedge Funds, Fund Accounting, Private Equity, Portfolio Management, Securities, Mutual Funds, Cash Management, Investments, FX Options, Trading, Relationship Management, Corporate Actions, Investment Management, Fixed Income, Alternative Investments
Education
Hofstra University 1999 — 2001
Bachelor of Arts (B.A.), Economics
Hofstra University 1998 — 2001
Bachelor of Arts (BA), Economics
Vicky Chenyue's Brown Brothers Harriman Experience March 2007 - February 2008
Job Finance Associate Manager at Facebook
Industry Financial Services
Experience
Facebook February 2012 - Present
URS Corporation May 2010 - January 2012
Core-Mark International March 2008 - May 2010
Brown Brothers Harriman March 2007 - February 2008
Skills
Financial Reporting, Hyperion Enterprise, Variance Analysis, Marketing, Budgets, Financial Modeling, Finance, Management, Mergers, Strategic Planning, Forecasting
Education
Indiana University-Southeast 2005 — 2006
Master, Strategic Finance
Indiana University-Southeast 2002 — 2004
Bachelor, Computer Science
Indiana University-Southeast 2000 — 2002
General Education
Facebook February 2012 - Present
URS Corporation May 2010 - January 2012
Core-Mark International March 2008 - May 2010
Brown Brothers Harriman March 2007 - February 2008
Skills
Financial Reporting, Hyperion Enterprise, Variance Analysis, Marketing, Budgets, Financial Modeling, Finance, Management, Mergers, Strategic Planning, Forecasting
Education
Indiana University-Southeast 2005 — 2006
Master, Strategic Finance
Indiana University-Southeast 2002 — 2004
Bachelor, Computer Science
Indiana University-Southeast 2000 — 2002
General Education
Rachel Walden Rachel Walden's Brown Brothers Harriman Experience October 2008 - September 2009
Job Global Talent Development Manager
Industry Human Resources
Experience
Halliburton September 2014 - Present
Halliburton January 2012 - September 2014
Freelance January 2010 - January 2012
Brown Brothers Harriman October 2008 - September 2009
Brown Brothers Harriman July 2005 - October 2008
Verizon (previously MCI WorldCom) September 2002 - April 2005
Verizon (previously MCI WorldCom) April 2000 - September 2002
Hays July 1997 - December 1999
Hays April 1995 - July 1997
Hays August 1988 - April 1995
Skills
Organizational Learning, Management Development, Leadership Development, Talent Management, Performance Management, Talent Assessment, Mentoring, Career Development, Vendor Management, Human Resources, Management, New Business Development, Employee Training, Change Management, Recruiting, Succession Planning, Personal Development, Instructional Design, 360 Feedback, Business Development, Leadership, Organizational Design, Performance Improvement, Employee Benefits, Strategy, Learning Management, HR Consulting, E-Learning, Psychometrics, Business Planning, Coaching, HRIS, HR Policies, Training, HR Transformation, Employee Engagement, Organizational..., Personnel Management, Organizational..., Workforce Planning, Deferred Compensation, Talent Acquisition, Culture Change, Employee Relations, Onboarding, Executive Search, Sales, Interviews, Workshop Facilitation, Executive Coaching
Education
Lancaster University 1984 — 1988
BA Hons, German and Italian, 2:1
Stella Maris School 1975 — 1983
Henley Business School
MSc Coaching and Behavioural Change, Coaching and Behavioural Change
Halliburton September 2014 - Present
Halliburton January 2012 - September 2014
Freelance January 2010 - January 2012
Brown Brothers Harriman October 2008 - September 2009
Brown Brothers Harriman July 2005 - October 2008
Verizon (previously MCI WorldCom) September 2002 - April 2005
Verizon (previously MCI WorldCom) April 2000 - September 2002
Hays July 1997 - December 1999
Hays April 1995 - July 1997
Hays August 1988 - April 1995
Skills
Organizational Learning, Management Development, Leadership Development, Talent Management, Performance Management, Talent Assessment, Mentoring, Career Development, Vendor Management, Human Resources, Management, New Business Development, Employee Training, Change Management, Recruiting, Succession Planning, Personal Development, Instructional Design, 360 Feedback, Business Development, Leadership, Organizational Design, Performance Improvement, Employee Benefits, Strategy, Learning Management, HR Consulting, E-Learning, Psychometrics, Business Planning, Coaching, HRIS, HR Policies, Training, HR Transformation, Employee Engagement, Organizational..., Personnel Management, Organizational..., Workforce Planning, Deferred Compensation, Talent Acquisition, Culture Change, Employee Relations, Onboarding, Executive Search, Sales, Interviews, Workshop Facilitation, Executive Coaching
Education
Lancaster University 1984 — 1988
BA Hons, German and Italian, 2:1
Stella Maris School 1975 — 1983
Henley Business School
MSc Coaching and Behavioural Change, Coaching and Behavioural Change
Ayse E. Richardson's Brown Brothers Harriman Experience March 2003 - May 2004
Job Founder at Turkish American Repertory Theater and Entertainment
Industry Entertainment
Experience
Turkish American Repertory Theater& Entertainment May 2010 - Present
CP Institute August 2007 - Present
Kaan Productions February 2008 - December 2012
Fendelman Films 2010 - 2010
HB Studio Acting School June 2001 - November 2007
Independent Feature Project July 2006 - September 2006
TDF (Theatre Development Fund) July 2001 - March 2006
TDF 2001 - 2006
Brown Brothers Harriman March 2003 - May 2004
The Flea Theater 2003 - 2003
Skills
Television, Event Management, Public Speaking, Theatre, Public Relations, Post Production, Film, Advertising, Customer Service, Music, Video Production, Entertainment, Social Media, Festivals, Acting, Management, Editing, Stage, Fundraising
Education
HB STUDIO ACTING SCHOOL 1999 — 2001
finished full time program, Performing Arts
Harvard University
Drama
Uludag University/Tourism and Hotel Management 1992 — 1996
Bachelor's Degree
Turkish American Repertory Theater& Entertainment May 2010 - Present
CP Institute August 2007 - Present
Kaan Productions February 2008 - December 2012
Fendelman Films 2010 - 2010
HB Studio Acting School June 2001 - November 2007
Independent Feature Project July 2006 - September 2006
TDF (Theatre Development Fund) July 2001 - March 2006
TDF 2001 - 2006
Brown Brothers Harriman March 2003 - May 2004
The Flea Theater 2003 - 2003
Skills
Television, Event Management, Public Speaking, Theatre, Public Relations, Post Production, Film, Advertising, Customer Service, Music, Video Production, Entertainment, Social Media, Festivals, Acting, Management, Editing, Stage, Fundraising
Education
HB STUDIO ACTING SCHOOL 1999 — 2001
finished full time program, Performing Arts
Harvard University
Drama
Uludag University/Tourism and Hotel Management 1992 — 1996
Bachelor's Degree
Brett Wentz's Brown Brothers Harriman Experience January 2013 - Present
Job Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Ash Brokerage February 2010 - October 2010
Ash Brokerage August 2008 - February 2010
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Skills
Insurance, Microsoft Excel, Auditing, Accounting, PowerPoint, Microsoft Word, Process Improvement, Strategic Financial..., Outlook, Access, Analysis, Microsoft Office, Business Analysis, Employee Benefits, Risk Management, Investments, Customer Service, Financial Analysis, Team Leadership, Financial Reporting, Internal Audit, Finance, Sarbanes-Oxley Act, Internal Controls
Education
Indiana University—Purdue University Fort Wayne 2009 — 2010
MBA, Business
Indiana University—Purdue University Fort Wayne 2003 — 2006
Bachelor of Science, Accounting
Brown Brothers Harriman January 2013 - Present
Ash Brokerage February 2010 - October 2010
Ash Brokerage August 2008 - February 2010
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Skills
Insurance, Microsoft Excel, Auditing, Accounting, PowerPoint, Microsoft Word, Process Improvement, Strategic Financial..., Outlook, Access, Analysis, Microsoft Office, Business Analysis, Employee Benefits, Risk Management, Investments, Customer Service, Financial Analysis, Team Leadership, Financial Reporting, Internal Audit, Finance, Sarbanes-Oxley Act, Internal Controls
Education
Indiana University—Purdue University Fort Wayne 2009 — 2010
MBA, Business
Indiana University—Purdue University Fort Wayne 2003 — 2006
Bachelor of Science, Accounting
Joseph Lifrieri Joseph Lifrieri's Brown Brothers Harriman Experience 2000 - Present
Job Managing Director & Assistant Head of Operations at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2000 - Present
JPMorganChase 1984 - 2000
Bankers Trust 1982 - 1984
Deloitte Haskins & Sells, CPA 1977 - 1982
Education
Iona College 1973 — 1977
BBA, Accounting
Brown Brothers Harriman 2000 - Present
JPMorganChase 1984 - 2000
Bankers Trust 1982 - 1984
Deloitte Haskins & Sells, CPA 1977 - 1982
Education
Iona College 1973 — 1977
BBA, Accounting
Sandra La Sala's Brown Brothers Harriman Experience February 2015 - Present
Job Vice President at Brown Brothers Harriman Investment Management (NY)
Industry Legal Services
Experience
Brown Brothers Harriman February 2015 - Present
Arendt & Medernach June 2011 - January 2015
Arendt & Medernach March 2005 - June 2011
UBS Investment Bank March 2010 - April 2010
SEB February 2006 - July 2006
Cabinet Nedjar 2005 - 2005
BGS Law 2004 - 2004
SCP AKPR 2003 - 2003
Public prosecutor's department - Parquet TGI Paris 2003 - 2003
Maison d’Arrêt, Fresnes 2003 - 2003
Skills
UCITS, Hedge Funds, Alternative Investments, Management Companies, European Law, Investment Vehicles, Asset Management, Fund Formation, Prospectus, SIF, AIF, French Law, Contractual Agreements, Investment Products, Private Equity, Venture Capital, Offshore Funds, French, English, Spanish, German, Capital risque, Capital-investissement, Gestion d'actifs
Education
Paris Bar / Barreau de Paris 2002 — 2003
Attorney/lawyer diploma - CAPA, Avocat
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2002 — 2002
Master's degree with the Sorbonne, Comparative Law
Université Panthéon Sorbonne (Paris I) 2001 — 2002
Master's - DEA (with Heidelberg Uni), Comparative Law
Université Nancy 2 2000 — 2001
Master's - DEA, European Law
Université Paris - Val-de-Marne (Paris XII) 1996 — 2000
Bachelor's degree (master 1) + DU (4 years), Private/Civil Law + European Law
Johannes Gutenberg-Universität Mainz / University of Mainz 1999 — 1999
Erasmus, Law
Brown Brothers Harriman February 2015 - Present
Arendt & Medernach June 2011 - January 2015
Arendt & Medernach March 2005 - June 2011
UBS Investment Bank March 2010 - April 2010
SEB February 2006 - July 2006
Cabinet Nedjar 2005 - 2005
BGS Law 2004 - 2004
SCP AKPR 2003 - 2003
Public prosecutor's department - Parquet TGI Paris 2003 - 2003
Maison d’Arrêt, Fresnes 2003 - 2003
Skills
UCITS, Hedge Funds, Alternative Investments, Management Companies, European Law, Investment Vehicles, Asset Management, Fund Formation, Prospectus, SIF, AIF, French Law, Contractual Agreements, Investment Products, Private Equity, Venture Capital, Offshore Funds, French, English, Spanish, German, Capital risque, Capital-investissement, Gestion d'actifs
Education
Paris Bar / Barreau de Paris 2002 — 2003
Attorney/lawyer diploma - CAPA, Avocat
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2002 — 2002
Master's degree with the Sorbonne, Comparative Law
Université Panthéon Sorbonne (Paris I) 2001 — 2002
Master's - DEA (with Heidelberg Uni), Comparative Law
Université Nancy 2 2000 — 2001
Master's - DEA, European Law
Université Paris - Val-de-Marne (Paris XII) 1996 — 2000
Bachelor's degree (master 1) + DU (4 years), Private/Civil Law + European Law
Johannes Gutenberg-Universität Mainz / University of Mainz 1999 — 1999
Erasmus, Law
Diogo Buccellato's Brown Brothers Harriman Experience January 2015 - Present
Job Private Banking Services at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2015 - Present
J.P. Morgan July 2014 - December 2014
Investment Banking Institute April 2014 - June 2014
Shipping Airfreight Services (S.A.S.) Ltd. January 2014 - April 2014
International Alliance Associates Limited July 2013 - August 2013
Tranquilidade June 2012 - July 2012
Media Arts Lab (Apple Inc.) January 2012 - March 2012
BSkyB August 2011 - September 2011
Skills
Mergers, Finance, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Spanish, Market Research, Investments, Microsoft Excel, Accounting, Portfolio Management, Financial Markets, Due Diligence, Valuation, CRM, Analysis
Education
Hult International Business School 2011 — 2013
Bachelor International Business Administration, Accounting and Finance, 3.60
Universidade Nova de Lisboa 2009 — 2011
Bachelor Social Science, Economics, 3.30
Carlucci American International School Lisbon 2003 — 2009
International Baccalaureate & High School Diploma
Brown Brothers Harriman January 2015 - Present
J.P. Morgan July 2014 - December 2014
Investment Banking Institute April 2014 - June 2014
Shipping Airfreight Services (S.A.S.) Ltd. January 2014 - April 2014
International Alliance Associates Limited July 2013 - August 2013
Tranquilidade June 2012 - July 2012
Media Arts Lab (Apple Inc.) January 2012 - March 2012
BSkyB August 2011 - September 2011
Skills
Mergers, Finance, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Spanish, Market Research, Investments, Microsoft Excel, Accounting, Portfolio Management, Financial Markets, Due Diligence, Valuation, CRM, Analysis
Education
Hult International Business School 2011 — 2013
Bachelor International Business Administration, Accounting and Finance, 3.60
Universidade Nova de Lisboa 2009 — 2011
Bachelor Social Science, Economics, 3.30
Carlucci American International School Lisbon 2003 — 2009
International Baccalaureate & High School Diploma
Patti Conforti Patti Conforti's Brown Brothers Harriman Experience November 1997 - July 1999
Job Head of NonAgency RMBS Pricing at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters February 2009 - Present
Thomson Reuters July 2000 - January 2009
Bridge Information Systems July 1999 - June 2000
Brown Brothers Harriman November 1997 - July 1999
JP Morgan Asset Management March 1996 - November 1997
New York Life Insurance Company March 1992 - March 1996
Skills
Valuation, RMBS, Structured Products, ABS, Capital Markets, Fixed Income
Education
Hofstra University 1988 — 1992
BBA, Banking and Finance
Thomson Reuters February 2009 - Present
Thomson Reuters July 2000 - January 2009
Bridge Information Systems July 1999 - June 2000
Brown Brothers Harriman November 1997 - July 1999
JP Morgan Asset Management March 1996 - November 1997
New York Life Insurance Company March 1992 - March 1996
Skills
Valuation, RMBS, Structured Products, ABS, Capital Markets, Fixed Income
Education
Hofstra University 1988 — 1992
BBA, Banking and Finance
Emily Irving's Brown Brothers Harriman Experience June 2015 - Present
Job Summer Intern at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman June 2015 - Present
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Brigham and Women's Hospital November 2010 - June 2012
Thai Red Cross June 2011 - August 2011
Skills
Economics, Marketing, Research, Digital Strategy, Microsoft Excel, Web Analytics, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Public Speaking, Social Media, Data Analysis, Community Outreach, Event Planning, Fundraising, Teaching, Editing
Education
Williams College 2012 — 2016
Bachelor’s Degree, Political Economy, Senior
Harvard Business School 2014 — 2014
HBX Credential of Readiness
The Winsor School 2004 — 2012
High School
Brown Brothers Harriman June 2015 - Present
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Brigham and Women's Hospital November 2010 - June 2012
Thai Red Cross June 2011 - August 2011
Skills
Economics, Marketing, Research, Digital Strategy, Microsoft Excel, Web Analytics, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Public Speaking, Social Media, Data Analysis, Community Outreach, Event Planning, Fundraising, Teaching, Editing
Education
Williams College 2012 — 2016
Bachelor’s Degree, Political Economy, Senior
Harvard Business School 2014 — 2014
HBX Credential of Readiness
The Winsor School 2004 — 2012
High School
Mark Main II Mark Main II's Brown Brothers Harriman Experience March 2010 - November 2012
Job Senior Associate | Senior Consultant | McGladrey LLP
Industry Management Consulting
Experience
McGladrey August 2014 - Present
McGladrey November 2012 - August 2014
Brown Brothers Harriman March 2010 - November 2012
Northwestern Mutual May 2009 - November 2009
The Quantitative Group, LP December 2007 - January 2008
Skills
Mutual Funds, Investments, Bloomberg, Securities, Equities, Bloomberg Terminal, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Financial Modeling, Financial Services, Asset Allocation
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics; Global Economic Affairs
The Rivers School
McGladrey August 2014 - Present
McGladrey November 2012 - August 2014
Brown Brothers Harriman March 2010 - November 2012
Northwestern Mutual May 2009 - November 2009
The Quantitative Group, LP December 2007 - January 2008
Skills
Mutual Funds, Investments, Bloomberg, Securities, Equities, Bloomberg Terminal, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Financial Modeling, Financial Services, Asset Allocation
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics; Global Economic Affairs
The Rivers School
Hank Frantzen Hank Frantzen's Brown Brothers Harriman Experience 1993 - 1995
Job partner at frantzen capital mgmt.
Industry Investment Management
Experience
Frantzen Capital Management January 2002 - Present
Frantzen Capital Management 2004 - 2013
Henry Frantzen 2003 - 2009
Federated Investors 1995 - 2002
Brown Brothers Harriman 1993 - 1995
Oppenheimer Management Corp. 1990 - 1993
Yamaichi Capital Management 1987 - 1990
TIAA-CREF 1971 - 1987
Chemical Bank 1968 - 1971
U.S. Navy 1964 - 1968
Skills
Equities, Investments, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Bonds, Asset Managment, Investment Strategies, Series 7, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Series 63, Wealth Management, Valuation, Private Equity, Fixed Income, 401k, Equity Research, Venture Capital, Financial Analysis, Public Speaking, Capital Markets, Asset Management, Emerging Markets, Funding, Management, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence
Education
The University of North Dakota 1962 — 1964
BSBA, Marketing/Finance
Hamline University 1960 — 1964
Finance
Duluth east high school 1956 — 1960
Aspin Institute
Frantzen Capital Management January 2002 - Present
Frantzen Capital Management 2004 - 2013
Henry Frantzen 2003 - 2009
Federated Investors 1995 - 2002
Brown Brothers Harriman 1993 - 1995
Oppenheimer Management Corp. 1990 - 1993
Yamaichi Capital Management 1987 - 1990
TIAA-CREF 1971 - 1987
Chemical Bank 1968 - 1971
U.S. Navy 1964 - 1968
Skills
Equities, Investments, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Bonds, Asset Managment, Investment Strategies, Series 7, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Series 63, Wealth Management, Valuation, Private Equity, Fixed Income, 401k, Equity Research, Venture Capital, Financial Analysis, Public Speaking, Capital Markets, Asset Management, Emerging Markets, Funding, Management, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence
Education
The University of North Dakota 1962 — 1964
BSBA, Marketing/Finance
Hamline University 1960 — 1964
Finance
Duluth east high school 1956 — 1960
Aspin Institute
Jessica Fank Jessica Fank's Brown Brothers Harriman Experience January 2012 - Present
Job Talent and Development Program Analyst at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman January 2012 - Present
JPMorgan Chase October 2011 - January 2012
BCA National Training Group October 2008 - June 2011
Lieberman Research Group July 2007 - August 2008
Hofstra University, Human Resources August 2006 - July 2007
Boscov's Department Store September 2005 - January 2006
Skills
Statistics, Qualitative Research, Analysis, Employee Engagement, Performance Management, Training, Employee Training, Human Resources, Recruiting, Staff Development, Data Analysis, E-Learning, Market Research, Proposal Writing, Payroll
Education
Hofstra University 2006 — 2008
MA, Industrial/Organizational Psychology
Binghamton University, State University of New York 2002 — 2006
BA, Psychology
Sachem
Sachem
Brown Brothers Harriman January 2012 - Present
JPMorgan Chase October 2011 - January 2012
BCA National Training Group October 2008 - June 2011
Lieberman Research Group July 2007 - August 2008
Hofstra University, Human Resources August 2006 - July 2007
Boscov's Department Store September 2005 - January 2006
Skills
Statistics, Qualitative Research, Analysis, Employee Engagement, Performance Management, Training, Employee Training, Human Resources, Recruiting, Staff Development, Data Analysis, E-Learning, Market Research, Proposal Writing, Payroll
Education
Hofstra University 2006 — 2008
MA, Industrial/Organizational Psychology
Binghamton University, State University of New York 2002 — 2006
BA, Psychology
Sachem
Sachem
Seth Ward Seth Ward's Brown Brothers Harriman Experience August 2006 - Present
Job Managing Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2006 - Present
State Street Global Advisors 1996 - 2006
Advantage International 1988 - 1993
Skills
Wealth Management, Investments, Private Equity, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies
Education
Harvard Business School 1986 — 1988
MBA
Yale University 1979 — 1983
BA, Political Science
St. Paul's School 1975 — 1979
Brown Brothers Harriman August 2006 - Present
State Street Global Advisors 1996 - 2006
Advantage International 1988 - 1993
Skills
Wealth Management, Investments, Private Equity, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies
Education
Harvard Business School 1986 — 1988
MBA
Yale University 1979 — 1983
BA, Political Science
St. Paul's School 1975 — 1979
Edward Carr Edward Carr's Brown Brothers Harriman Experience August 2012 - Present
Job Supervisor Central Pricing Department
Industry Financial Services
Experience
Boston Sailing Center May 2015 - Present
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman August 2012 - February 2013
Isenberg School of Management September 2010 - May 2012
Plymouth Yacht Club June 2006 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Research, Investments, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Boston Sailing Center May 2015 - Present
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman August 2012 - Present
Brown Brothers Harriman August 2013 - February 2014
Brown Brothers Harriman August 2012 - February 2013
Isenberg School of Management September 2010 - May 2012
Plymouth Yacht Club June 2006 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Research, Investments, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
William Tremblay William Tremblay's Brown Brothers Harriman Experience 2007 - July 2010
Job Financial Analyst
Industry Financial Services
Experience
Assured Guaranty July 2010 - Present
Brown Brothers Harriman 2007 - July 2010
ACA Capital Holdings 2005 - 2006
Education
Hobart and William Smith Colleges 2003 — 2007
Mathematics, Environmental Studies
University of East Anglia
Assured Guaranty July 2010 - Present
Brown Brothers Harriman 2007 - July 2010
ACA Capital Holdings 2005 - 2006
Education
Hobart and William Smith Colleges 2003 — 2007
Mathematics, Environmental Studies
University of East Anglia
Irena Ocasio's Brown Brothers Harriman Experience March 2008 - February 2010
Job Analyst
Industry Financial Services
Experience
Wealth and Investment Management at Barclays August 2011 - Present
Brown Brothers Harriman March 2008 - February 2010
Oppenheimer & Co April 2001 - February 2008
Oppenheimer & Co December 1996 - April 2001
Skills
Analysis, CRM, Training
Education
Houghton College 1992 — 1996
B.S, Business Management
Wealth and Investment Management at Barclays August 2011 - Present
Brown Brothers Harriman March 2008 - February 2010
Oppenheimer & Co April 2001 - February 2008
Oppenheimer & Co December 1996 - April 2001
Skills
Analysis, CRM, Training
Education
Houghton College 1992 — 1996
B.S, Business Management
Meredith Nicholson's Brown Brothers Harriman Experience December 1995 - June 1997
Job
Industry Public Relations and Communications
Experience
15 Love, Inc. January 2011 - January 2012
Atlas Real Estate Services December 2003 - December 2006
Manning Selvage and Lee August 2000 - June 2002
John Hancock Funds Inc June 1997 - August 2000
Brown Brothers Harriman December 1995 - June 1997
Skills
Marketing Communications
Education
Hamilton College 1991 — 1995
Bachelor of Arts (B.A.), Anthropology and Economics
15 Love, Inc. January 2011 - January 2012
Atlas Real Estate Services December 2003 - December 2006
Manning Selvage and Lee August 2000 - June 2002
John Hancock Funds Inc June 1997 - August 2000
Brown Brothers Harriman December 1995 - June 1997
Skills
Marketing Communications
Education
Hamilton College 1991 — 1995
Bachelor of Arts (B.A.), Anthropology and Economics
Melissa (Cassie) Gerrity's Brown Brothers Harriman Experience January 2011 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Wellington Management June 2015 - Present
Brown Brothers Harriman January 2011 - Present
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Hedge Funds, Mutual Funds, Business Analysis, Investments, Private Equity, Capital Markets, Asset Management, Risk Management, Securities, Due Diligence
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.)
Wellington Management June 2015 - Present
Brown Brothers Harriman January 2011 - Present
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Hedge Funds, Mutual Funds, Business Analysis, Investments, Private Equity, Capital Markets, Asset Management, Risk Management, Securities, Due Diligence
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.)
Alexandra Brody's Brown Brothers Harriman Experience March 2010 - March 2012
Job Recruiting Manager at Robert Half International 6178244646 Alexandra.Brody@roberthalf.com
Industry Financial Services
Experience
Robert Half March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman June 2008 - March 2010
Fidelity Investments August 2007 - January 2008
Fidelity Investments August 2005 - January 2006
Skills
Corporate Actions, Client Service, Lotus Notes, Customer Relations, Excel, Microsoft Office, Bloomberg, Outlook, Microsoft Excel, Financial Services, Recruiting, Account Reconciliation, Job Search, Auditing, Accounting, Securities, Mutual Funds, Customer Service, Banking, Equities, PowerPoint, Management, Portfolio Management, Financial Markets, Client Services, Human Resources, Investments, Interviews, Financial Analysis, Finance, Asset Management, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Sociology, Public Policy
Andover High School 2000 — 2004
Robert Half March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman June 2008 - March 2010
Fidelity Investments August 2007 - January 2008
Fidelity Investments August 2005 - January 2006
Skills
Corporate Actions, Client Service, Lotus Notes, Customer Relations, Excel, Microsoft Office, Bloomberg, Outlook, Microsoft Excel, Financial Services, Recruiting, Account Reconciliation, Job Search, Auditing, Accounting, Securities, Mutual Funds, Customer Service, Banking, Equities, PowerPoint, Management, Portfolio Management, Financial Markets, Client Services, Human Resources, Investments, Interviews, Financial Analysis, Finance, Asset Management, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Sociology, Public Policy
Andover High School 2000 — 2004
Andrew Hawes's Brown Brothers Harriman Experience January 2011 - May 2013
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US April 2014 - Present
Columbia Management November 2013 - April 2014
Oracle May 2013 - December 2013
Brown Brothers Harriman January 2011 - May 2013
Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor of Business Administration, Management
Concord Carlisle HS 2002 — 2006
Columbia Threadneedle Investments, US April 2014 - Present
Columbia Management November 2013 - April 2014
Oracle May 2013 - December 2013
Brown Brothers Harriman January 2011 - May 2013
Skills
Market Research, Sales, Access, Microsoft Office, Teamwork, Goal Oriented, Self Driven, Customer Engagement, Solution Selling, SaaS, Fixed Income, Software Documentation, Series 7, Series 63, Documentation, Database Administration, Series 65, Customer Service, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor of Business Administration, Management
Concord Carlisle HS 2002 — 2006
Stephen Decatur III's Brown Brothers Harriman Experience July 2015 - Present
Job Financial Reporting Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Moors & Cabot December 2013 - January 2014
Thomson Reuters June 2013 - August 2013
Skills
Research, Microsoft Office, Data Analysis, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, SAS ABM, Financial Modeling, Public Speaking, Social Media, Bloomberg Terminal
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Economics
UPCES: Undergraduate Program in Central European Studies 2014 — 2014
Hamilton Wenham Regional High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Moors & Cabot December 2013 - January 2014
Thomson Reuters June 2013 - August 2013
Skills
Research, Microsoft Office, Data Analysis, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, SAS ABM, Financial Modeling, Public Speaking, Social Media, Bloomberg Terminal
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Economics
UPCES: Undergraduate Program in Central European Studies 2014 — 2014
Hamilton Wenham Regional High School 2007 — 2011
Erin Milliken Erin Milliken's Brown Brothers Harriman Experience June 2012 - February 2014
Job Global Investment Support
Industry Investment Management
Experience
MFS Investment Management March 2014 - Present
Brown Brothers Harriman June 2012 - February 2014
Brown Brothers Harriman May 2010 - June 2012
Skills
Microsoft Excel, Fundraising, SWIFT messaging, Euclid, Team Leadership, Teamwork, Adaptability, Learning Quickly, Bloomberg Terminal, Risk Management, Client Relations Skills, Paperless, Reporting & Analysis, International Tax, Corporate Actions, DTC, Highly detail oriented, Process Improvement, Communication Skills, Financial Analysis, Bloomberg, Client Services, Lotus Notes, PowerPoint, Microsoft Word, Employee Training, Vlookup, Macro, Financial Services, Securities, Equities, Mutual Funds, Finance, Fixed Income, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BS, Accounting
MFS Investment Management March 2014 - Present
Brown Brothers Harriman June 2012 - February 2014
Brown Brothers Harriman May 2010 - June 2012
Skills
Microsoft Excel, Fundraising, SWIFT messaging, Euclid, Team Leadership, Teamwork, Adaptability, Learning Quickly, Bloomberg Terminal, Risk Management, Client Relations Skills, Paperless, Reporting & Analysis, International Tax, Corporate Actions, DTC, Highly detail oriented, Process Improvement, Communication Skills, Financial Analysis, Bloomberg, Client Services, Lotus Notes, PowerPoint, Microsoft Word, Employee Training, Vlookup, Macro, Financial Services, Securities, Equities, Mutual Funds, Finance, Fixed Income, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BS, Accounting
Ryan Jancsy's Brown Brothers Harriman Experience June 2014 - August 2014
Job Student Ambassador at Isenberg School of Management, UMass Amherst
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - August 2014
Boston Harbor Cruises August 2012 - August 2014
UMass Amherst Annual Fund February 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Communication, Research, Teamwork, Social Media, Public Speaking, English, Spanish, Political Campaigns, International Relations, Project Management, Team Leadership, Time Management, Social Networking, Facebook, Management
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Accounting
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Accounting
Wakefield Memorial High School 2009 — 2013
Brown Brothers Harriman June 2014 - August 2014
Boston Harbor Cruises August 2012 - August 2014
UMass Amherst Annual Fund February 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Communication, Research, Teamwork, Social Media, Public Speaking, English, Spanish, Political Campaigns, International Relations, Project Management, Team Leadership, Time Management, Social Networking, Facebook, Management
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Accounting
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Accounting
Wakefield Memorial High School 2009 — 2013
Stephanie Billings Stephanie Billings's Brown Brothers Harriman Experience June 1998 - February 2000
Job District Executive Twin Lights District at Monmouth Council, Boy Scouts of America
Industry Primary/Secondary Education
Experience
Monmouth Council, Boy Scouts of America January 2015 - Present
Monmouth Council, Boy Scouts of America March 2011 - Present
Tinton Falls Board of Education April 2008 - June 2010
Middletown Board of Education September 2008 - June 2009
Bayview PTA June 2004 - June 2008
Bayview Elementary School September 2007 - December 2007
UBS 2000 - 2002
Brown Brothers Harriman June 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Teaching, Management, Classroom, Community Outreach, Curriculum Development, Leadership, Nonprofits, Research
Education
University of Phoenix 2005 — 2007
Masters, Elementary Education
Illinois State University 1996 — 1998
B.S., International Business
Monmouth Council, Boy Scouts of America January 2015 - Present
Monmouth Council, Boy Scouts of America March 2011 - Present
Tinton Falls Board of Education April 2008 - June 2010
Middletown Board of Education September 2008 - June 2009
Bayview PTA June 2004 - June 2008
Bayview Elementary School September 2007 - December 2007
UBS 2000 - 2002
Brown Brothers Harriman June 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Teaching, Management, Classroom, Community Outreach, Curriculum Development, Leadership, Nonprofits, Research
Education
University of Phoenix 2005 — 2007
Masters, Elementary Education
Illinois State University 1996 — 1998
B.S., International Business
Tarang (Tina) Vora Tarang (Tina) Vora's Brown Brothers Harriman Experience June 2010 - November 2010
Job Systems Analyst
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Tim Swartz Tim Swartz's Brown Brothers Harriman Experience April 2013 - August 2014
Job International Business
Industry Consumer Services
Experience
FareHarbor July 2015 - September 2015
Beaver Lake Cottages LLC January 2015 - July 2015
Brown Brothers Harriman April 2013 - August 2014
Trader Joe’s August 2012 - June 2013
Hofstra University August 2009 - April 2012
Converse June 2010 - August 2010
Hofstra University August 2009 - September 2009
Pentucket Regional High School April 2006 - January 2007
Skills
Research, Market Research, Microsoft Office, Critical Thinking, Analysis, SPSS, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, OS X, International Finance, Monetary Economics, LGBT community, Financial Instruments, Superior Client Service, Volunteer Management, Fund Accounting, Mutual Funds, Communication Skills, Customer Experience, Game Theory, Organizational..., Project Management, Troubleshooting
Education
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Hofstra University 2008 — 2012
Bachelors, Business Administration; International Business, Magna Cum Laude
FareHarbor July 2015 - September 2015
Beaver Lake Cottages LLC January 2015 - July 2015
Brown Brothers Harriman April 2013 - August 2014
Trader Joe’s August 2012 - June 2013
Hofstra University August 2009 - April 2012
Converse June 2010 - August 2010
Hofstra University August 2009 - September 2009
Pentucket Regional High School April 2006 - January 2007
Skills
Research, Market Research, Microsoft Office, Critical Thinking, Analysis, SPSS, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, OS X, International Finance, Monetary Economics, LGBT community, Financial Instruments, Superior Client Service, Volunteer Management, Fund Accounting, Mutual Funds, Communication Skills, Customer Experience, Game Theory, Organizational..., Project Management, Troubleshooting
Education
Hofstra University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Hofstra University 2008 — 2012
Bachelors, Business Administration; International Business, Magna Cum Laude
Mark Garbin Mark Garbin's Brown Brothers Harriman Experience July 2015 - September 2015
Job Northeastern University D'AmoreMcKim School of Business
Industry Financial Services
Experience
O'Neill and Associates September 2015 - Present
Project-Firefly by Credit Suisse HOLT July 2015 - Present
D’Amore-McKim School of Business at Northeastern University January 2015 - Present
Brown Brothers Harriman July 2015 - September 2015
State Street Corporation January 2014 - July 2014
Lackawanna Boat Rental May 2008 - July 2013
JJ Bridges Restaurant September 2010 - May 2011
Abington Youth Soccer League August 2005 - November 2009
Skills
Communication, Leadership, Pragmatic, Accounting, Public Speaking, stock option trading, Technical Analysis, Fundamental Analysis, Research, Business Strategy, VBA, Microsoft Excel, Financial Analysis, Microsoft Access, Portfolio Accounting, Business Plan..., Foreign Currency, Fund Accounting, Financial Accounting, FX Options, Financial Audits, Microsoft Office..., Data Analysis, Options Strategies, Option Valuation, FX Trading, Option Pricing Models, Bloomberg, Financial Modeling, Music Production, HOLT Lens, Data Modeling, Team Leadership, Cross Functional Team..., Due Diligence, Portfolio Optimization, Investment Tax, Tax Law, Tax-advantaged..., Hedge Funds &..., Public Policy, Political Strategy and..., International Tax, Tax Accounting:..., Private Equity, Alternative Investments
Education
Northeastern University
Candidate for Bachelor of Science Degree in Business Administration & Political Science, Accounting with Finance & Insurance (dual) and Political Science Economics (minor)
Harvard University
Harvard University Secondary School, Extension School, Economics
O'Neill and Associates September 2015 - Present
Project-Firefly by Credit Suisse HOLT July 2015 - Present
D’Amore-McKim School of Business at Northeastern University January 2015 - Present
Brown Brothers Harriman July 2015 - September 2015
State Street Corporation January 2014 - July 2014
Lackawanna Boat Rental May 2008 - July 2013
JJ Bridges Restaurant September 2010 - May 2011
Abington Youth Soccer League August 2005 - November 2009
Skills
Communication, Leadership, Pragmatic, Accounting, Public Speaking, stock option trading, Technical Analysis, Fundamental Analysis, Research, Business Strategy, VBA, Microsoft Excel, Financial Analysis, Microsoft Access, Portfolio Accounting, Business Plan..., Foreign Currency, Fund Accounting, Financial Accounting, FX Options, Financial Audits, Microsoft Office..., Data Analysis, Options Strategies, Option Valuation, FX Trading, Option Pricing Models, Bloomberg, Financial Modeling, Music Production, HOLT Lens, Data Modeling, Team Leadership, Cross Functional Team..., Due Diligence, Portfolio Optimization, Investment Tax, Tax Law, Tax-advantaged..., Hedge Funds &..., Public Policy, Political Strategy and..., International Tax, Tax Accounting:..., Private Equity, Alternative Investments
Education
Northeastern University
Candidate for Bachelor of Science Degree in Business Administration & Political Science, Accounting with Finance & Insurance (dual) and Political Science Economics (minor)
Harvard University
Harvard University Secondary School, Extension School, Economics
Andrew Getty's Brown Brothers Harriman Experience December 2013 - Present
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry International Trade and Development
Experience
Brown Brothers Harriman December 2013 - Present
BDO USA, LLP January 2013 - May 2013
Organizing for America August 2012 - November 2012
Syndicate Media Group July 2011 - December 2011
International Trade Administration May 2010 - August 2010
Office of US Senator Kay R. Hagan January 2010 - May 2010
Kirkman, Whitford, Brady, and Berryman, PA July 2009 - September 2009
Skills
Politics, Public Relations, Social Media, Entrepreneurship, New Business Development, Social Networking, International Relations, Market Research, Digital Marketing, Community Outreach, Proposal Writing, Strategy, Strategic Consulting, Corporate Actions, International Tax, Fixed Income, Spanish, International Finance, Wealth Management..., Financial Planning, Financial Reporting, Financial Audits, Cross-border...
Education
West Carteret High School 2004 — 2007
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Political Science; International Politics sequence
Christian Spanish Academy of Guatemala 2010 — 2011
Spanish
New York University 2012 — 2012
Professional and Continuing Studies
Harvard Extension School 2015 — 2015
Accounting and Finance
Brown Brothers Harriman December 2013 - Present
BDO USA, LLP January 2013 - May 2013
Organizing for America August 2012 - November 2012
Syndicate Media Group July 2011 - December 2011
International Trade Administration May 2010 - August 2010
Office of US Senator Kay R. Hagan January 2010 - May 2010
Kirkman, Whitford, Brady, and Berryman, PA July 2009 - September 2009
Skills
Politics, Public Relations, Social Media, Entrepreneurship, New Business Development, Social Networking, International Relations, Market Research, Digital Marketing, Community Outreach, Proposal Writing, Strategy, Strategic Consulting, Corporate Actions, International Tax, Fixed Income, Spanish, International Finance, Wealth Management..., Financial Planning, Financial Reporting, Financial Audits, Cross-border...
Education
West Carteret High School 2004 — 2007
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts, Political Science; International Politics sequence
Christian Spanish Academy of Guatemala 2010 — 2011
Spanish
New York University 2012 — 2012
Professional and Continuing Studies
Harvard Extension School 2015 — 2015
Accounting and Finance
Madhava Acharya Madhava Acharya's Brown Brothers Harriman Experience November 2014 - July 2015
Job Project Manager | Senior Business Analyst | Development Manager| PMO| Mainframe Developer | FX Trade Processing SME
Industry Information Technology and Services
Experience
BNY Mellon Group ManagerBNY MellonJuly 2015 - Present
Brown Brothers Harriman November 2014 - July 2015
Citi April 2004 - August 2014
Citi March 1987 - March 2004
Skills
Project Management, Business Analysis, Applications..., Application Support..., Mainframe Development, FX Trade Processing, FX Trade Settlements, FX Trase Accounting and..., Regulatory Reporting, Dodd-Frank, Off-shore Project..., Technology..., Program Management, PMO, SDLC, SQL, CICS, COBOL, DB2, IDMS, Oracle, Sybase, Microsoft Office
Education
Indian Institute of Technology, Madras
Master of Technology (MTech), Computer Science
BNY Mellon Group ManagerBNY MellonJuly 2015 - Present
Brown Brothers Harriman November 2014 - July 2015
Citi April 2004 - August 2014
Citi March 1987 - March 2004
Skills
Project Management, Business Analysis, Applications..., Application Support..., Mainframe Development, FX Trade Processing, FX Trade Settlements, FX Trase Accounting and..., Regulatory Reporting, Dodd-Frank, Off-shore Project..., Technology..., Program Management, PMO, SDLC, SQL, CICS, COBOL, DB2, IDMS, Oracle, Sybase, Microsoft Office
Education
Indian Institute of Technology, Madras
Master of Technology (MTech), Computer Science
Joseph Rugolo Joseph Rugolo's Brown Brothers Harriman Experience July 2013 - Present
Job Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
John Carris Investments December 2012 - May 2013
C&J Rugolo Mason Contractors May 2008 - December 2012
Education
Hofstra University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Oceanside High School
Hofstra University
B.B.A, Finance
Brown Brothers Harriman July 2013 - Present
John Carris Investments December 2012 - May 2013
C&J Rugolo Mason Contractors May 2008 - December 2012
Education
Hofstra University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Oceanside High School
Hofstra University
B.B.A, Finance
Keith Barrell Keith Barrell's Brown Brothers Harriman Experience December 2014 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Military
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman September 2014 - December 2014
Brown Brothers Harriman April 2014 - September 2014
United States Marine Corps September 2011 - May 2013
United States Marine Corps May 2009 - September 2011
United States Marine Corps May 2007 - May 2009
Skills
Military Experience, Military Operations, Security Clearance, Military, Command, Economics, Infantry Tactics, Leadership, Team Leadership, Counterinsurgency, Customer Service, Public Speaking, Microsoft Office, Management
Education
State University of New York at Albany 2011 — 2013
Bachelor of Arts (BA), Economics
Hudson Valley Community College 2005 — 2007
Associate of Arts (AA), Criminal Justice and Corrections
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman September 2014 - December 2014
Brown Brothers Harriman April 2014 - September 2014
United States Marine Corps September 2011 - May 2013
United States Marine Corps May 2009 - September 2011
United States Marine Corps May 2007 - May 2009
Skills
Military Experience, Military Operations, Security Clearance, Military, Command, Economics, Infantry Tactics, Leadership, Team Leadership, Counterinsurgency, Customer Service, Public Speaking, Microsoft Office, Management
Education
State University of New York at Albany 2011 — 2013
Bachelor of Arts (BA), Economics
Hudson Valley Community College 2005 — 2007
Associate of Arts (AA), Criminal Justice and Corrections
Ishraqul Hoque Khan Ishraqul Hoque Khan's Brown Brothers Harriman Experience March 2012 - April 2012
Job Lead Development Representative, Business Analytics, IBM Digital Sales at IBM
Industry Information Technology and Services
Experience
IBM July 2014 - Present
Seven Step Recruiting June 2013 - July 2014
General Motors June 2013 - July 2014
General Motors June 2012 - June 2013
Seven Step Recruiting June 2012 - June 2013
Brown Brothers Harriman March 2012 - April 2012
Standard Chartered Bank November 2011 - December 2011
University of Massachusetts Amherst - Library February 2010 - May 2011
University of Massachusetts Amherst - Financial Aid Department February 2009 - September 2010
John Hancock Financial Services August 2010 - August 2010
Skills
Research, Lotus Notes, Taleo, Avature, Social Media, Social Media Marketing, Adaptability Skills, Leadership Skills, Customer Service, Communications Skills, Interpersonal Skills, Problem-Solving Skills, Planning/Organizing..., Teamwork Skills, Event Management, Social Skills, Teamwork, Leadership, Social Networking, Microsoft Office, Nonprofits, Sales, Management, Analysis, Human Resources, Networking, Training, Applicant Tracking..., Interviews, Hiring, Employee Relations, Talent Acquisition, Time Management, Organizational..., Resume Writing, Sourcing, Technical Recruiting, College Recruiting, Building Relationships, Team Leadership, Contract Recruitment, Internet Recruiting, Outlook, Recruiting, Cold Calling, Onboarding, Talent Management, Temporary Placement, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A)
Assumption University, Bangkok, Thailand 2007 — 2008
Bachelor of Business Administration (B.B.A)
BRAC University, Dhaka, Bangladesh 2006 — 2007
Bachelor of Science (B. Sc.)
William Carey Academy, Chittagong, Bangladesh 1996 — 2006
High School Diploma
IBM July 2014 - Present
Seven Step Recruiting June 2013 - July 2014
General Motors June 2013 - July 2014
General Motors June 2012 - June 2013
Seven Step Recruiting June 2012 - June 2013
Brown Brothers Harriman March 2012 - April 2012
Standard Chartered Bank November 2011 - December 2011
University of Massachusetts Amherst - Library February 2010 - May 2011
University of Massachusetts Amherst - Financial Aid Department February 2009 - September 2010
John Hancock Financial Services August 2010 - August 2010
Skills
Research, Lotus Notes, Taleo, Avature, Social Media, Social Media Marketing, Adaptability Skills, Leadership Skills, Customer Service, Communications Skills, Interpersonal Skills, Problem-Solving Skills, Planning/Organizing..., Teamwork Skills, Event Management, Social Skills, Teamwork, Leadership, Social Networking, Microsoft Office, Nonprofits, Sales, Management, Analysis, Human Resources, Networking, Training, Applicant Tracking..., Interviews, Hiring, Employee Relations, Talent Acquisition, Time Management, Organizational..., Resume Writing, Sourcing, Technical Recruiting, College Recruiting, Building Relationships, Team Leadership, Contract Recruitment, Internet Recruiting, Outlook, Recruiting, Cold Calling, Onboarding, Talent Management, Temporary Placement, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A)
Assumption University, Bangkok, Thailand 2007 — 2008
Bachelor of Business Administration (B.B.A)
BRAC University, Dhaka, Bangladesh 2006 — 2007
Bachelor of Science (B. Sc.)
William Carey Academy, Chittagong, Bangladesh 1996 — 2006
High School Diploma
Thomas Cherry Thomas Cherry's Brown Brothers Harriman Experience July 2007 - June 2011
Job Operations AnalystConsultant– PIMCO Audit Team at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2014 - Present
Allianz Asset Management AG March 2012 - July 2013
Brown Brothers Harriman July 2007 - June 2011
Investors Bank & Trust June 2006 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Investment Finance, Economics
State Street Bank March 2014 - Present
Allianz Asset Management AG March 2012 - July 2013
Brown Brothers Harriman July 2007 - June 2011
Investors Bank & Trust June 2006 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Investment Finance, Economics
Cameron Wolf's Brown Brothers Harriman Experience November 2014 - January 2015
Job Financial Analyst at Lockheed Martin Missiles and Fire Control
Industry Defense & Space
Experience
Lockheed Martin February 2015 - Present
Brown Brothers Harriman November 2014 - January 2015
Warren Residential Group May 2012 - September 2013
Apartment Hub May 2011 - August 2011
Skills
Real Estate, PowerPoint, Facebook, Microsoft Excel, Financial Modeling, Pivot Tables, VBA, Vlookup, Tenant, International Criminal..., Fly Fishing, Excel, Word, Microsoft Office, Apple, Pages, Keynote, Financial Analysis
Education
Commonwealth Honors College at University of Massachusetts Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Legal Studies, General and Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
BBA, Finance and Legal Studies
Andover High School 2006 — 2010
Lockheed Martin February 2015 - Present
Brown Brothers Harriman November 2014 - January 2015
Warren Residential Group May 2012 - September 2013
Apartment Hub May 2011 - August 2011
Skills
Real Estate, PowerPoint, Facebook, Microsoft Excel, Financial Modeling, Pivot Tables, VBA, Vlookup, Tenant, International Criminal..., Fly Fishing, Excel, Word, Microsoft Office, Apple, Pages, Keynote, Financial Analysis
Education
Commonwealth Honors College at University of Massachusetts Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Legal Studies, General and Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
BBA, Finance and Legal Studies
Andover High School 2006 — 2010
Hideko Tachibana's Brown Brothers Harriman Experience June 2011 - August 2011
Job Associate at Insight Equity
Industry Financial Services
Experience
Insight Equity June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
HEB June 2010 - August 2010
Dang & Co. Law Office, LLC. June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Financial Analysis, Valuation, Athletics, Research, Economics, Data Analysis, Equities, Fixed Income, Microsoft Excel, PowerPoint, Hedge Funds
Education
Harvard University 2009 — 2013
BA, Economics
Insight Equity June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
HEB June 2010 - August 2010
Dang & Co. Law Office, LLC. June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Financial Analysis, Valuation, Athletics, Research, Economics, Data Analysis, Equities, Fixed Income, Microsoft Excel, PowerPoint, Hedge Funds
Education
Harvard University 2009 — 2013
BA, Economics
Jim Kaplan Jim Kaplan's Brown Brothers Harriman Experience June 2004 - July 2008
Job Partner at Quarles & Brady LLP
Industry Law Practice
Experience
Quarles & Brady LLP April 2013 - Present
DLA Piper December 2008 - March 2013
Brown Brothers Harriman June 2004 - July 2008
The Northern Trust Company March 1998 - June 2004
Skills
Corporate Law, Banking Law, Private Equity, Bank Regulatory, Licensing, Banking, Loans, Due Diligence, Joint Ventures, Securities Regulation, Corporate Governance, Capital Markets, Commercial Litigation
Education
University of Chicago Law School 1978 — 1981
JD, Law
Harvard College 1972 — 1977
BA, Social Studies
Quarles & Brady LLP April 2013 - Present
DLA Piper December 2008 - March 2013
Brown Brothers Harriman June 2004 - July 2008
The Northern Trust Company March 1998 - June 2004
Skills
Corporate Law, Banking Law, Private Equity, Bank Regulatory, Licensing, Banking, Loans, Due Diligence, Joint Ventures, Securities Regulation, Corporate Governance, Capital Markets, Commercial Litigation
Education
University of Chicago Law School 1978 — 1981
JD, Law
Harvard College 1972 — 1977
BA, Social Studies
R.J. Hoar R.J. Hoar's Brown Brothers Harriman Experience April 2014 - Present
Job Senior Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman November 2012 - April 2014
Navtronics LLC January 2005 - November 2012
MGA Healthcare September 2003 - February 2005
Skills
ETFs, Global Custody, Fund Accounting, Management, Sales, Equities, Strategy, Financial Analysis, Investment Banking, Investments, New Business Development, Project Management, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Account Management, Business Valuation, Securities, Finance, Microsoft Office, Mergers, Financial Statement...
Education
Harvard Extension School 2009 — 2012
Master of Liberal Arts, Finance (ALM), Finance
Roanoke College 1998 — 2002
BBA, Finance
Lawrence Academy 1995 — 1998
Brown Brothers Harriman April 2014 - Present
Brown Brothers Harriman November 2012 - April 2014
Navtronics LLC January 2005 - November 2012
MGA Healthcare September 2003 - February 2005
Skills
ETFs, Global Custody, Fund Accounting, Management, Sales, Equities, Strategy, Financial Analysis, Investment Banking, Investments, New Business Development, Project Management, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Account Management, Business Valuation, Securities, Finance, Microsoft Office, Mergers, Financial Statement...
Education
Harvard Extension School 2009 — 2012
Master of Liberal Arts, Finance (ALM), Finance
Roanoke College 1998 — 2002
BBA, Finance
Lawrence Academy 1995 — 1998
Brad Dillon Brad Dillon's Brown Brothers Harriman Experience July 2014 - Present
Job Vice President | Senior Wealth Planner at Brown Brothers Harriman
Industry Law Practice
Experience
Brown Brothers Harriman July 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP April 2013 - July 2014
Proskauer Rose LLP November 2010 - April 2013
Skills
Trusts and Estates, Estate Planning, Estate Tax Planning, Trusts
Education
New York University School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
University of California, Los Angeles - School of Law 2007 — 2010
Doctor of Law (J.D.), Law
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Brown Brothers Harriman July 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP April 2013 - July 2014
Proskauer Rose LLP November 2010 - April 2013
Skills
Trusts and Estates, Estate Planning, Estate Tax Planning, Trusts
Education
New York University School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
University of California, Los Angeles - School of Law 2007 — 2010
Doctor of Law (J.D.), Law
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Edward Oh's Brown Brothers Harriman Experience August 2014 - Present
Job Relationship Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Wharton Advisory Group March 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Presentation Testing, Inc. March 2010 - March 2010
University of Pennsylvania May 2009 - August 2009
Education
Haverford College 2008 — 2012
BA, Economics
Brown Brothers Harriman August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Wharton Advisory Group March 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Presentation Testing, Inc. March 2010 - March 2010
University of Pennsylvania May 2009 - August 2009
Education
Haverford College 2008 — 2012
BA, Economics
Peter Gronlund Peter Gronlund's Brown Brothers Harriman Experience November 2010 - March 2011
Job Research Analyst at Keystone Strategy
Industry Financial Services
Experience
Keystone Strategy November 2011 - February 2013
Stax Inc. April 2011 - May 2011
Brown Brothers Harriman November 2010 - March 2011
Camelot Development LLC June 2010 - September 2010
A-List Services LLC September 2009 - December 2009
Education
Hobart and William Smith Colleges 2004 — 2008
BA, International Relations, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
International Relations
Institute for American Universities 2006 — 2006
International Relations, Economics
New Canaan High School
Keystone Strategy November 2011 - February 2013
Stax Inc. April 2011 - May 2011
Brown Brothers Harriman November 2010 - March 2011
Camelot Development LLC June 2010 - September 2010
A-List Services LLC September 2009 - December 2009
Education
Hobart and William Smith Colleges 2004 — 2008
BA, International Relations, Economics
The London School of Economics and Political Science (LSE) 2007 — 2007
International Relations
Institute for American Universities 2006 — 2006
International Relations, Economics
New Canaan High School
Matthew Chin Matthew Chin's Brown Brothers Harriman Experience February 2012 - July 2013
Job JD Candidate at Seattle University School of Law
Industry Law Practice
Experience
Seattle University School of Law July 2013 - Present
Russell Investments May 2014 - August 2014
Brown Brothers Harriman February 2012 - July 2013
Massachusetts Department of Environmental Affairs May 2010 - August 2010
Lynch Associates May 2009 - August 2009
Skills
Banking
Education
Seattle University School of Law 2013 — 2016
Hobart and William Smith Colleges 2007 — 2011
Political Science and Government
Seattle University School of Law July 2013 - Present
Russell Investments May 2014 - August 2014
Brown Brothers Harriman February 2012 - July 2013
Massachusetts Department of Environmental Affairs May 2010 - August 2010
Lynch Associates May 2009 - August 2009
Skills
Banking
Education
Seattle University School of Law 2013 — 2016
Hobart and William Smith Colleges 2007 — 2011
Political Science and Government
Jacqueline Eglevsky Jacqueline Eglevsky's Brown Brothers Harriman Experience 1994 - 1998
Job Williams Jones & Associates
Industry Financial Services
Experience
Williams Jones & Associates April 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Equities
Education
Hofstra University
Accounting
Long Island University, C.W. Post Campus
Certified Financial Planning Certificate
State University of New York College at Cortland
Bachelor of Science (B.S.), Economics and Managment Science
Williams Jones & Associates April 1998 - Present
Brown Brothers Harriman 1994 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Equities
Education
Hofstra University
Accounting
Long Island University, C.W. Post Campus
Certified Financial Planning Certificate
State University of New York College at Cortland
Bachelor of Science (B.S.), Economics and Managment Science
Andrea Cristina Rivera's Brown Brothers Harriman Experience November 2005 - July 2014
Job
Industry Financial Services
Experience
Natixis Global Asset Management July 2014 - Present
Brown Brothers Harriman November 2005 - July 2014
Brown Brothers Harriman June 2004 - November 2005
Brown Brothers Harriman March 2001 - June 2004
Skills
Relationship Management, Emerging Markets, Securities Market, Securities Lending, Market Research, Due Diligence, Strategic Negotiations, Presentations
Education
Harvard University 2005 — 2009
Master's Degree, Management and Operations
Clark University 1997 — 2000
BA, Psychology and Education
Natixis Global Asset Management July 2014 - Present
Brown Brothers Harriman November 2005 - July 2014
Brown Brothers Harriman June 2004 - November 2005
Brown Brothers Harriman March 2001 - June 2004
Skills
Relationship Management, Emerging Markets, Securities Market, Securities Lending, Market Research, Due Diligence, Strategic Negotiations, Presentations
Education
Harvard University 2005 — 2009
Master's Degree, Management and Operations
Clark University 1997 — 2000
BA, Psychology and Education
Sai N's Brown Brothers Harriman Experience April 2011 - December 2011
Job BA Consultant at MUFG Americas
Industry Financial Services
Experience
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
Jay Gadbaw, CAIA's Brown Brothers Harriman Experience February 2014 - Present
Job Vice President Alternative Funds, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman January 2012 - January 2014
Brown Brothers Harriman October 2010 - December 2012
State Street Global Markets August 2009 - August 2010
State Street Alternative Investment Solutions April 2008 - February 2009
Investors Bank & Trust August 2007 - March 2008
IBT April 2006 - August 2007
Investors Bank & Trust 2003 - 2007
Investors Bank & Trust April 2005 - April 2006
Investors Bank & Trust December 2003 - April 2005
Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives
Education
Hamilton College 1998 — 2003
Bachelor of Science, Philosophy
The Williams School 1991 — 1998
Brown Brothers Harriman February 2014 - Present
Brown Brothers Harriman January 2012 - January 2014
Brown Brothers Harriman October 2010 - December 2012
State Street Global Markets August 2009 - August 2010
State Street Alternative Investment Solutions April 2008 - February 2009
Investors Bank & Trust August 2007 - March 2008
IBT April 2006 - August 2007
Investors Bank & Trust 2003 - 2007
Investors Bank & Trust April 2005 - April 2006
Investors Bank & Trust December 2003 - April 2005
Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives
Education
Hamilton College 1998 — 2003
Bachelor of Science, Philosophy
The Williams School 1991 — 1998
Marney Cumming McCabe's Brown Brothers Harriman Experience July 2006 - Present
Job Vice President, Global Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2006 - Present
Emerson Investment Management August 2001 - June 2006
SoundView Technology September 1998 - May 2001
Pacific Forest Resources (CellMark, Inc) September 1994 - April 1998
Skills
Global Custody, Securities, Securities Lending, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1990 — 1994
Bachelor's degree, Environmental Studies - Economics and Sociology
Lincoln School 1984 — 1990
Brown Brothers Harriman July 2006 - Present
Emerson Investment Management August 2001 - June 2006
SoundView Technology September 1998 - May 2001
Pacific Forest Resources (CellMark, Inc) September 1994 - April 1998
Skills
Global Custody, Securities, Securities Lending, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1990 — 1994
Bachelor's degree, Environmental Studies - Economics and Sociology
Lincoln School 1984 — 1990
Amanda Addeo's Brown Brothers Harriman Experience January 2013 - Present
Job VP Talent Acquisition at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman April 2007 - Present
New York Stock Exchange 2001 - 2007
Executive Education Institute 1999 - 2004
Skills
Financial Services, Business Analysis, Change Management, Performance Management, Leadership Development, Training Delivery, Relationship Management, Instructional Design, Project Management, Program Management, Talent Management, Vendor Management, Learning Management, Training, Recruiting
Education
Iona College 1997 — 1999
Master of Science (MS), Workforce Development and Training
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman April 2007 - Present
New York Stock Exchange 2001 - 2007
Executive Education Institute 1999 - 2004
Skills
Financial Services, Business Analysis, Change Management, Performance Management, Leadership Development, Training Delivery, Relationship Management, Instructional Design, Project Management, Program Management, Talent Management, Vendor Management, Learning Management, Training, Recruiting
Education
Iona College 1997 — 1999
Master of Science (MS), Workforce Development and Training
Kevin Bishop, CFA's Brown Brothers Harriman Experience September 1997 - July 1999
Job Director, Investor Relations at Guggenheim Real Estate
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Devin Sullivan's Brown Brothers Harriman Experience 1996 - 1998
Job Director, Institutional Services at Intercontinental Real Estate Corporation
Industry Investment Management
Experience
Intercontinental Real Estate Corporation June 2002 - Present
State Street Global Advisors 1998 - 2000
Brown Brothers Harriman 1996 - 1998
Skills
Alternative Investments, Asset Management, Hedge Funds, Trading, Due Diligence, Real Estate, Investments, Asset Managment, Private Equity, Equities
Education
Hamilton College 1992 — 1996
BA, Government
The Governor's Academy 1990 — 1992
Christian Brothers Academy 1987 — 1990
Intercontinental Real Estate Corporation June 2002 - Present
State Street Global Advisors 1998 - 2000
Brown Brothers Harriman 1996 - 1998
Skills
Alternative Investments, Asset Management, Hedge Funds, Trading, Due Diligence, Real Estate, Investments, Asset Managment, Private Equity, Equities
Education
Hamilton College 1992 — 1996
BA, Government
The Governor's Academy 1990 — 1992
Christian Brothers Academy 1987 — 1990
John Pickering's Brown Brothers Harriman Experience 1998 - 2004
Job Partner at Cooke & Bieler
Industry Investment Management
Experience
Cooke & Bieler August 2006 - Present
Bryn Mawr Trust Company 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Brown Brothers Harriman (BBH) & Co. 1981 - 2004
Skills
Management, Financial Modeling, Series 7, Asset Managment, Investments, Strategic Financial..., Private Equity, Investment Strategies, Wealth Management, Investment Management, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Asset Management
Education
Harvard University 1974 — 1978
AB
St. Marks School 1970 — 1974
Cooke & Bieler August 2006 - Present
Bryn Mawr Trust Company 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Brown Brothers Harriman (BBH) & Co. 1981 - 2004
Skills
Management, Financial Modeling, Series 7, Asset Managment, Investments, Strategic Financial..., Private Equity, Investment Strategies, Wealth Management, Investment Management, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Asset Management
Education
Harvard University 1974 — 1978
AB
St. Marks School 1970 — 1974
Marc Strauss's Brown Brothers Harriman Experience June 2008 - December 2010
Job Manager, Gross Margin Planning at Macy's
Industry Financial Services
Experience
Macy's April 2015 - Present
Macy's 2012 - March 2015
Macy's East January 2011 - August 2012
Brown Brothers Harriman June 2008 - December 2010
Skills
Forecasting, Microsoft Excel, Retail, Financial Analysis, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Social Media, Sales, Microsoft Office, Outlook
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indiana University Bloomington 2004 — 2008
B.S, Finance
Macy's April 2015 - Present
Macy's 2012 - March 2015
Macy's East January 2011 - August 2012
Brown Brothers Harriman June 2008 - December 2010
Skills
Forecasting, Microsoft Excel, Retail, Financial Analysis, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Social Media, Sales, Microsoft Office, Outlook
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indiana University Bloomington 2004 — 2008
B.S, Finance
Paul Lafayette's Brown Brothers Harriman Experience May 2012 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2012 - Present
State Street November 2004 - May 2012
PFPC June 2001 - November 2004
PFPC 2001 - 2004
Skills
Hedge Funds, Private Equity, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Securities, Equities, Fixed Income, Tax, Investments, Financial Reporting, Portfolio Management, Accounting, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Brown Brothers Harriman May 2012 - Present
State Street November 2004 - May 2012
PFPC June 2001 - November 2004
PFPC 2001 - 2004
Skills
Hedge Funds, Private Equity, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Securities, Equities, Fixed Income, Tax, Investments, Financial Reporting, Portfolio Management, Accounting, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Bill Wallace's Brown Brothers Harriman Experience 1992 - 1997
Job Account Executive at MetLife
Industry Insurance
Experience
MetLife July 2014 - Present
Liberty Mutual 2008 - 2014
The Kessler Group 2000 - 2008
Kessler Financial Services 2000 - 2008
CheckFree Investment Services 1997 - 2000
Brown Brothers Harriman 1992 - 1997
Skills
Affinity, Partnership Marketing, Strategy, Direct Marketing, Business Intelligence, Integrated Marketing, Sales, Business Development, Financial Services, Strategic Partnerships, Credit Cards, Segmentation, CRM, Operations Management, Customer Acquisition, Management, Analytics, Relationship Management, New Business Development, Lead Generation, Account Management, Leadership, Salesforce.com
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
BBA, Marketing
Archbishop Williams 1984 — 1987
MetLife July 2014 - Present
Liberty Mutual 2008 - 2014
The Kessler Group 2000 - 2008
Kessler Financial Services 2000 - 2008
CheckFree Investment Services 1997 - 2000
Brown Brothers Harriman 1992 - 1997
Skills
Affinity, Partnership Marketing, Strategy, Direct Marketing, Business Intelligence, Integrated Marketing, Sales, Business Development, Financial Services, Strategic Partnerships, Credit Cards, Segmentation, CRM, Operations Management, Customer Acquisition, Management, Analytics, Relationship Management, New Business Development, Lead Generation, Account Management, Leadership, Salesforce.com
Education
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
BBA, Marketing
Archbishop Williams 1984 — 1987
steve sardina's Brown Brothers Harriman Experience January 1992 - April 2005
Job programer at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman January 1992 - April 2005
New England Financial March 1979 - September 1991
Education
Harvard University 1977 — 1981
botany
University of Massachusetts Boston 1973 — 1979
ms, biology chem
Brown Brothers Harriman January 1992 - April 2005
New England Financial March 1979 - September 1991
Education
Harvard University 1977 — 1981
botany
University of Massachusetts Boston 1973 — 1979
ms, biology chem
Katherine Chan's Brown Brothers Harriman Experience June 2006 - August 2006
Job
Industry Financial Services
Experience
Anandar Capital Management July 2014 - Present
100 Women in Hedge Funds December 2010 - Present
Magnetar Capital September 2012 - July 2014
HG Vora Capital Management August 2009 - August 2012
Credit Suisse July 2008 - July 2009
The Harvard Independent January 2005 - October 2007
Twin Focus Capital Partners September 2006 - February 2007
Brown Brothers Harriman June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Hedge Funds, Finance, Financial Services, Derivatives, Mergers & Acquisitions, Bloomberg, Private Equity, Equities, Investments, Valuation, Capital Markets, Fixed Income, Asset Management
Education
Harvard University 2004 — 2008
Bachelor of Arts (BA), Linguistics with Mind, Brain, Behavior
The Mary Louis Academy 2000 — 2004
New York State Regents Diploma
Anandar Capital Management July 2014 - Present
100 Women in Hedge Funds December 2010 - Present
Magnetar Capital September 2012 - July 2014
HG Vora Capital Management August 2009 - August 2012
Credit Suisse July 2008 - July 2009
The Harvard Independent January 2005 - October 2007
Twin Focus Capital Partners September 2006 - February 2007
Brown Brothers Harriman June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Hedge Funds, Finance, Financial Services, Derivatives, Mergers & Acquisitions, Bloomberg, Private Equity, Equities, Investments, Valuation, Capital Markets, Fixed Income, Asset Management
Education
Harvard University 2004 — 2008
Bachelor of Arts (BA), Linguistics with Mind, Brain, Behavior
The Mary Louis Academy 2000 — 2004
New York State Regents Diploma
John Manley, CFA's Brown Brothers Harriman Experience 2000 - 2001
Job Senior Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
Martin DeVito's Brown Brothers Harriman Experience January 1993 - May 1993
Job Mortgage Market Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2014 - Present
Aladdin Capital Management April 2005 - April 2013
AIG Global Investment Corporation 1999 - 2005
Beacon Hill Capital Advisors April 1998 - May 1999
Hyperion Brookfield Asset Management May 1996 - December 1997
Interactive Data April 1993 - May 1996
Brown Brothers Harriman January 1993 - May 1993
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Asset Managment, Asset Management, Structured Products, ABS, Structured Finance, Financial Structuring, Credit Derivatives, CDO, Bonds, MBS, Portfolio Management, Securitization, Derivatives, Bloomberg, Equities, Securities, CMBS, Leveraged Finance, High Yield, CDS, Trading, Valuation, Investments, Credit Analysis, Investment Strategies, Credit, Finance
Education
Hofstra University 1993 — 1996
MBA, Finance
Hofstra University 1990 — 1992
Bachelor of Business Administration (BBA), Banking and Finance
Bloomberg LP September 2014 - Present
Aladdin Capital Management April 2005 - April 2013
AIG Global Investment Corporation 1999 - 2005
Beacon Hill Capital Advisors April 1998 - May 1999
Hyperion Brookfield Asset Management May 1996 - December 1997
Interactive Data April 1993 - May 1996
Brown Brothers Harriman January 1993 - May 1993
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Asset Managment, Asset Management, Structured Products, ABS, Structured Finance, Financial Structuring, Credit Derivatives, CDO, Bonds, MBS, Portfolio Management, Securitization, Derivatives, Bloomberg, Equities, Securities, CMBS, Leveraged Finance, High Yield, CDS, Trading, Valuation, Investments, Credit Analysis, Investment Strategies, Credit, Finance
Education
Hofstra University 1993 — 1996
MBA, Finance
Hofstra University 1990 — 1992
Bachelor of Business Administration (BBA), Banking and Finance
Linda Strada's Brown Brothers Harriman Experience January 2013 - Present
Job Human Resources Business Partner at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman November 2004 - December 2012
Advantage Human Resourcing 2003 - 2004
DIS – Danish Institute for Study Abroad 2002 - 2003
Skills
Recruiting, Talent Acquisition, Human Resources, Sourcing, Financial Services, Relationship Management, Relationship..., Vendor Management, Talent Management, Training
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics, Latin American Studies
North Salem High School
HS
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman November 2004 - December 2012
Advantage Human Resourcing 2003 - 2004
DIS – Danish Institute for Study Abroad 2002 - 2003
Skills
Recruiting, Talent Acquisition, Human Resources, Sourcing, Financial Services, Relationship Management, Relationship..., Vendor Management, Talent Management, Training
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics, Latin American Studies
North Salem High School
HS
Greg Pickard's Brown Brothers Harriman Experience November 2008 - Present
Job Senior Vice President and Senior Counsel at Brown Brothers Harriman & Co.
Industry Investment Management
Experience
Brown Brothers Harriman November 2008 - Present
Education
Hartwick College 1983 — 1987
Brown Brothers Harriman November 2008 - Present
Education
Hartwick College 1983 — 1987
David Escott's Brown Brothers Harriman Experience August 2006 - February 2011
Job Masters Student in Industrial and Operations Engineering at University of Michigan
Industry Financial Services
Experience
University of Michigan September 2011 - Present
Brown Brothers Harriman August 2006 - February 2011
Education
Harvard University 2001 — 2005
BA, Mathematics
University of Michigan September 2011 - Present
Brown Brothers Harriman August 2006 - February 2011
Education
Harvard University 2001 — 2005
BA, Mathematics
Ken Viola's Brown Brothers Harriman Experience February 1992 - November 1993
Job Controller at Bouchard Transportation Co
Industry Transportation/Trucking/Railroad
Experience
SCO Family of Services February 2013 - March 2013
Forest Laboratories January 2009 - June 2012
Forest Laboratories April 1995 - December 2008
Brown Brothers Harriman February 1992 - November 1993
Skills
Pharmaceutical Industry, Cash Management, Cash Flow, Liquidity Management, Credit Analysis, Accounts Receivable, Sales Analysis, Tax Preparation, Cash Flow Forecasting, Treasury, Financial Analysis, Internal Controls, Finance, Forecasting, Management, Credit, Accounts Payable, Executive Management, Cost Accounting, Sarbanes-Oxley Act, SEC filings, Leadership, Banking, General Ledger, Sarbanes-Oxley, Pricing, Financial Statements, Auditing, Internal Audit, Treasury Management, Accounting, Account Reconciliation, Tax, SAP, Corporate Finance, Managerial Finance, Financial Reporting, External Audit
Education
Hofstra University
Master of Business Administration (M.B.A.), Accounting
Long Island University, C.W. Post Campus
Bachelor's of Science, Finance, General
NYU School of Continuing Education
Tax Certificate, Taxation
SCO Family of Services February 2013 - March 2013
Forest Laboratories January 2009 - June 2012
Forest Laboratories April 1995 - December 2008
Brown Brothers Harriman February 1992 - November 1993
Skills
Pharmaceutical Industry, Cash Management, Cash Flow, Liquidity Management, Credit Analysis, Accounts Receivable, Sales Analysis, Tax Preparation, Cash Flow Forecasting, Treasury, Financial Analysis, Internal Controls, Finance, Forecasting, Management, Credit, Accounts Payable, Executive Management, Cost Accounting, Sarbanes-Oxley Act, SEC filings, Leadership, Banking, General Ledger, Sarbanes-Oxley, Pricing, Financial Statements, Auditing, Internal Audit, Treasury Management, Accounting, Account Reconciliation, Tax, SAP, Corporate Finance, Managerial Finance, Financial Reporting, External Audit
Education
Hofstra University
Master of Business Administration (M.B.A.), Accounting
Long Island University, C.W. Post Campus
Bachelor's of Science, Finance, General
NYU School of Continuing Education
Tax Certificate, Taxation
Oliver Madison's Brown Brothers Harriman Experience 2000 - 2001
Job Founder & CEO, Me to We Style
Industry Apparel & Fashion
Experience
Me to We Style December 2005 - Present
Octavian Capital Limited 2002 - 2005
Brown Brothers Harriman 2000 - 2001
Skills
Start-ups, Marketing Strategy, Corporate Finance, Social Media, Event Management, Negotiation, Strategic Planning, Venture Capital, Business Development, Entrepreneurship, Business Strategy, Marketing Communications, Social Media Marketing, Business Planning, Strategy, E-commerce, Leadership, Fashion Design
Education
Harvard University 1996 — 2000
A.B., Economics
Upper Canada College 1989 — 1996
Me to We Style December 2005 - Present
Octavian Capital Limited 2002 - 2005
Brown Brothers Harriman 2000 - 2001
Skills
Start-ups, Marketing Strategy, Corporate Finance, Social Media, Event Management, Negotiation, Strategic Planning, Venture Capital, Business Development, Entrepreneurship, Business Strategy, Marketing Communications, Social Media Marketing, Business Planning, Strategy, E-commerce, Leadership, Fashion Design
Education
Harvard University 1996 — 2000
A.B., Economics
Upper Canada College 1989 — 1996
Delano Lambert's Brown Brothers Harriman Experience January 2006 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Ford Motor Company August 2013 - December 2014
City University of New York January 2013 - July 2013
INTER-CRUISES COMPANY February 2010 - September 2012
BISYS Fund Services January 2007 - March 2010
Brown Brothers Harriman January 2006 - December 2006
Department of Finance September 2004 - February 2005
UBS Financial Service January 2003 - September 2004
Skills
Financial Analysis, Banking, Financial Services, Financial Modeling, Equities, Mutual Funds, Accounting, Portfolio Management, Investments, Finance, Financial Reporting, Bloomberg
Education
Harvard University 2007 — 2009
MBA, Business
Harvard University 2007 — 2009
Master, Business Management; Operation Management
Pace University 2004 — 2006
Bachelor of Science, Finance; Marketing
Ford Motor Company August 2013 - December 2014
City University of New York January 2013 - July 2013
INTER-CRUISES COMPANY February 2010 - September 2012
BISYS Fund Services January 2007 - March 2010
Brown Brothers Harriman January 2006 - December 2006
Department of Finance September 2004 - February 2005
UBS Financial Service January 2003 - September 2004
Skills
Financial Analysis, Banking, Financial Services, Financial Modeling, Equities, Mutual Funds, Accounting, Portfolio Management, Investments, Finance, Financial Reporting, Bloomberg
Education
Harvard University 2007 — 2009
MBA, Business
Harvard University 2007 — 2009
Master, Business Management; Operation Management
Pace University 2004 — 2006
Bachelor of Science, Finance; Marketing
Steve Jameson's Brown Brothers Harriman Experience 1991 - 2002
Job VP IT Architecture Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2002 - Present
Brown Brothers Harriman 1991 - 2002
Skills
Enterprise Architecture, SOA
Education
Isenberg School of Management, UMass Amherst
Accounting
Fidelity Investments 2002 - Present
Brown Brothers Harriman 1991 - 2002
Skills
Enterprise Architecture, SOA
Education
Isenberg School of Management, UMass Amherst
Accounting
Rupal Doshi's Brown Brothers Harriman Experience July 1999 - January 2005
Job Principal at Primerica Financial Services
Industry Financial Services
Experience
Doshi Capital Partners November 2008 - Present
Primerica March 2006 - Present
George S. May International March 2005 - October 2008
Brown Brothers Harriman July 1999 - January 2005
Nikko Global Asset Management July 1998 - July 1999
Smith Barney March 1994 - June 1998
Skills
Process Engineering, Process Improvement, Change Management, Management Consulting, Project Management, Financial Modeing, Business Strategy, Operations Management, Strategic Planning, Strategy, Cross-functional Team..., Program Management, Analysis, Quality Management, Six Sigma, Business Analysis
Education
Villanova University 2011 — 2011
Project Management
Rutgers University – Camden 2006 — 2008
Project Management; Lean Six Sigma Green Belt
American Management Association 2005 — 2006
Project Management; Strategic Planning
New York University, Stern School of Business 2005 — 2005
Executive Master Certificate Training, Business Strategy
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), International Business, 3.0
Doshi Capital Partners November 2008 - Present
Primerica March 2006 - Present
George S. May International March 2005 - October 2008
Brown Brothers Harriman July 1999 - January 2005
Nikko Global Asset Management July 1998 - July 1999
Smith Barney March 1994 - June 1998
Skills
Process Engineering, Process Improvement, Change Management, Management Consulting, Project Management, Financial Modeing, Business Strategy, Operations Management, Strategic Planning, Strategy, Cross-functional Team..., Program Management, Analysis, Quality Management, Six Sigma, Business Analysis
Education
Villanova University 2011 — 2011
Project Management
Rutgers University – Camden 2006 — 2008
Project Management; Lean Six Sigma Green Belt
American Management Association 2005 — 2006
Project Management; Strategic Planning
New York University, Stern School of Business 2005 — 2005
Executive Master Certificate Training, Business Strategy
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), International Business, 3.0
Jeff Radding's Brown Brothers Harriman Experience February 2015 - Present
Job Control Analyst at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman March 2014 - February 2015
Brown Brothers Harriman May 2012 - March 2014
Fly High Tix May 2009 - April 2012
KPMG December 2007 - April 2008
The Shoe Market 2003 - 2005
Skills
Microsoft Office, Financial Analysis, Management, Auditing, Social Media, Financial Statements, Accounting, Fund Accounting, Team Building, Microsoft Excel, Finance
Education
University of Massachusetts Boston
Master’s Degree, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2010
Bachelor’s Degree, Accounting
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman March 2014 - February 2015
Brown Brothers Harriman May 2012 - March 2014
Fly High Tix May 2009 - April 2012
KPMG December 2007 - April 2008
The Shoe Market 2003 - 2005
Skills
Microsoft Office, Financial Analysis, Management, Auditing, Social Media, Financial Statements, Accounting, Fund Accounting, Team Building, Microsoft Excel, Finance
Education
University of Massachusetts Boston
Master’s Degree, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2010
Bachelor’s Degree, Accounting
Tim Hartch's Brown Brothers Harriman Experience 1996 - Present
Job Partner at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman 1996 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1996
MBA, Finance
University of Michigan Law School 1992 — 1996
JD
Harvard University 1988 — 1992
A.B., European History
Brown Brothers Harriman 1996 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1996
MBA, Finance
University of Michigan Law School 1992 — 1996
JD
Harvard University 1988 — 1992
A.B., European History
Colin Flaherty's Brown Brothers Harriman Experience December 2010 - April 2013
Job Freelance Film & Television Production
Industry Entertainment
Experience
Sid & Marty Krofft Productions's Mutt & Stuff April 2015 - Present
Freelance Film & Television Production October 2013 - Present
Imaginaut Entertainment May 2013 - October 2013
Brown Brothers Harriman December 2010 - April 2013
State Street June 2009 - December 2010
FJ O'Hara & Sons June 2006 - December 2008
Skills
Assistant Directing, Film Production, Film, Microsoft Excel, Film Editing, Final Cut Pro, Financial Services, ETFs, Corporate Actions, Settlement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Video Production
Education
Hamilton College 2005 — 2009
BA, Economics, Government
Milton Academy 2001 — 2005
High School
Sid & Marty Krofft Productions's Mutt & Stuff April 2015 - Present
Freelance Film & Television Production October 2013 - Present
Imaginaut Entertainment May 2013 - October 2013
Brown Brothers Harriman December 2010 - April 2013
State Street June 2009 - December 2010
FJ O'Hara & Sons June 2006 - December 2008
Skills
Assistant Directing, Film Production, Film, Microsoft Excel, Film Editing, Final Cut Pro, Financial Services, ETFs, Corporate Actions, Settlement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Video Production
Education
Hamilton College 2005 — 2009
BA, Economics, Government
Milton Academy 2001 — 2005
High School
Philip Brady's Brown Brothers Harriman Experience March 2014 - Present
Job Financial Reporting at Brown Brothers Harriman & Company
Industry Investment Management
Experience
Brown Brothers Harriman March 2014 - Present
Skills
Auditing, Private Equity, Asset Managment, CPA, Asset Management, Internal Controls, Internal Audit, Audits of Employee..., Assurance, Finance, Valuation, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2006 — 2007
M.S., Accounting
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
Brown Brothers Harriman March 2014 - Present
Skills
Auditing, Private Equity, Asset Managment, CPA, Asset Management, Internal Controls, Internal Audit, Audits of Employee..., Assurance, Finance, Valuation, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2006 — 2007
M.S., Accounting
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
William Tully's Brown Brothers Harriman Experience 2006 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2006 - Present
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), History
Brown Brothers Harriman 2006 - Present
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), History
Chris Cecil's Brown Brothers Harriman Experience August 1987 - March 2002
Job Biltmore Family Office, LLC
Industry Investment Management
Experience
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
Biltmore Family Office, LLC January 2008 - Present
GenSpring Family Offices, LLC August 2006 - August 2012
JPMorgan Private Bank August 2002 - August 2006
Brown Brothers Harriman August 1987 - March 2002
Skills
Asset Allocation, Investment Management, High Net Worth..., Family Office, Entrepreneurship
Education
UNC Chapel Hill 1983 — 1987
BSBA, Business, Management, Marketing, and Related Support Services
Harvard Business School 1999 — 1999
Executive Education, Investment Management Leadership
Darden Business School 1998 — 1998
Executive Education, Organizational Leadership
Saint Mark's School, Southboro, MA 1979 — 1983
Graduate, Honors
tom grange's Brown Brothers Harriman Experience
Job SVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman
Skills
Wealth Management, Portfolio Management, Investments, Financial Risk, Risk Management, Project Portfolio...
Education
Hofstra University 1982 — 1986
Bachelor's degree, Business Computer Information Systems
Brown Brothers Harriman
Skills
Wealth Management, Portfolio Management, Investments, Financial Risk, Risk Management, Project Portfolio...
Education
Hofstra University 1982 — 1986
Bachelor's degree, Business Computer Information Systems
Chris Parkinson's Brown Brothers Harriman Experience December 2006 - March 2010
Job Senior Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2010 - Present
Brown Brothers Harriman December 2006 - March 2010
Merrill Lynch June 2006 - December 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Series 7, Equity Research, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Credit Suisse March 2010 - Present
Brown Brothers Harriman December 2006 - March 2010
Merrill Lynch June 2006 - December 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Series 7, Equity Research, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics
George Kalogeropoulos, Esq.'s Brown Brothers Harriman Experience September 2003 - February 2006
Job Senior Operations Specialist at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management February 2006 - Present
Brown Brothers Harriman September 2003 - February 2006
Putnam Investments September 2002 - September 2003
Education
New England School of Law 2006 — 2010
J.D., Tax
Isenberg School of Management, UMass Amherst 1998 — 2002
B.A., Finance ( Minor Economics)
Acadian Asset Management February 2006 - Present
Brown Brothers Harriman September 2003 - February 2006
Putnam Investments September 2002 - September 2003
Education
New England School of Law 2006 — 2010
J.D., Tax
Isenberg School of Management, UMass Amherst 1998 — 2002
B.A., Finance ( Minor Economics)
Jason Crawford's Brown Brothers Harriman Experience July 2007 - June 2012
Job Account Executive Market Development at FedEx Services
Industry Logistics and Supply Chain
Experience
FedEx Services May 2015 - Present
Xerox June 2014 - May 2015
Ricoh Americas Corporation June 2012 - June 2014
Brown Brothers Harriman July 2007 - June 2012
The Bank of New York January 2000 - July 2007
Nike - Boo Williams Spring Invitational January 1999 - May 1999
Skills
Securities, Bonds, Trading, Equities, Mutual Funds, Management, Settlement, Event Planning, Fixed Income, Business Analysis, Asset Management, Bloomberg, Banking, Process Improvement, Project Management, Business Development, Marketing, Business Strategy, Social Media, Corporate Actions, Investments, Sales Operations, B2B, Business Planning, Project Planning, Account Management, Relationship Management, CRM, Finance, Analysis, Salesforce.com, Competitive Analysis, Leadership, Cold Calling, Sales Process, Sales Presentations, Strategy, Solution Selling, Direct Sales, Financial Services, New Business Development, Customer Satisfaction, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Portfolio Management, Risk Management, Forecasting, Vendor Management
Education
Hampton University 1995 — 1999
BS, Sports & Business Management
Harry S Truman High school New York City 1991 — 1995
Diploma, General Studies
FedEx Services May 2015 - Present
Xerox June 2014 - May 2015
Ricoh Americas Corporation June 2012 - June 2014
Brown Brothers Harriman July 2007 - June 2012
The Bank of New York January 2000 - July 2007
Nike - Boo Williams Spring Invitational January 1999 - May 1999
Skills
Securities, Bonds, Trading, Equities, Mutual Funds, Management, Settlement, Event Planning, Fixed Income, Business Analysis, Asset Management, Bloomberg, Banking, Process Improvement, Project Management, Business Development, Marketing, Business Strategy, Social Media, Corporate Actions, Investments, Sales Operations, B2B, Business Planning, Project Planning, Account Management, Relationship Management, CRM, Finance, Analysis, Salesforce.com, Competitive Analysis, Leadership, Cold Calling, Sales Process, Sales Presentations, Strategy, Solution Selling, Direct Sales, Financial Services, New Business Development, Customer Satisfaction, Strategic Planning, Contract Negotiation, Team Building, Team Leadership, Portfolio Management, Risk Management, Forecasting, Vendor Management
Education
Hampton University 1995 — 1999
BS, Sports & Business Management
Harry S Truman High school New York City 1991 — 1995
Diploma, General Studies
Nolin Greene's Brown Brothers Harriman Experience February 2011 - August 2011
Job Master in Public Policy Candidate, Harvard University, JFK School of Government
Industry Public Policy
Experience
Office of the Massachusetts State Treasurer October 2013 - August 2014
Massachusetts House Committee on Ways and Means December 2011 - October 2013
Brown Brothers Harriman February 2011 - August 2011
Whitfield and Associates March 2010 - October 2010
Office of the Comptroller of the Currency June 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, SPSS, Public Speaking, Data Analysis, Financial Analysis, Spanish, Outlook, Customer Service, Finance, Teamwork, Social Media, Analysis, Access, Photoshop, Event Planning, Financial Modeling, Time Management, Editing
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Policy (MPP), Social and Urban Policy
Northeastern University 2007 — 2011
Bachelor of Science in International Business, Concentration in Finance; Minor in International Affairs, 3.78
Office of the Massachusetts State Treasurer October 2013 - August 2014
Massachusetts House Committee on Ways and Means December 2011 - October 2013
Brown Brothers Harriman February 2011 - August 2011
Whitfield and Associates March 2010 - October 2010
Office of the Comptroller of the Currency June 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, SPSS, Public Speaking, Data Analysis, Financial Analysis, Spanish, Outlook, Customer Service, Finance, Teamwork, Social Media, Analysis, Access, Photoshop, Event Planning, Financial Modeling, Time Management, Editing
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Policy (MPP), Social and Urban Policy
Northeastern University 2007 — 2011
Bachelor of Science in International Business, Concentration in Finance; Minor in International Affairs, 3.78
Alexandra Hanlon's Brown Brothers Harriman Experience BFTBrown Brothers Harriman2010 - 2011
Job Relationship Service, Wealth Mangement. Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman BFTBrown Brothers Harriman2010 - 2011
Education
Hofstra University 2006 — 2010
Finance
Brown Brothers Harriman BFTBrown Brothers Harriman2010 - 2011
Education
Hofstra University 2006 — 2010
Finance
Mathew Lesperance's Brown Brothers Harriman Experience June 2013 - August 2013
Job Intern Alternative Investment Tax at Brown Brothers Harriman
Industry Accounting
Experience
VITA January 2013 - April 2014
Brown Brothers Harriman June 2013 - August 2013
Skills
Investments, Tax Preparation, Access, Tax, Accounting
Education
University of Massachusetts, Amherst 2014 — 2014
Master's degree, Accounting, 3.79
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.4 Accounting GPA
VITA January 2013 - April 2014
Brown Brothers Harriman June 2013 - August 2013
Skills
Investments, Tax Preparation, Access, Tax, Accounting
Education
University of Massachusetts, Amherst 2014 — 2014
Master's degree, Accounting, 3.79
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.4 Accounting GPA
William Elfers's Brown Brothers Harriman Experience September 1974 - December 1978
Job
Industry Venture Capital & Private Equity
Experience
Tower capital September 2001 - Present
The Hotchkiss School 1995 - 2013
Fidelity Investments-Fidelity Ventures December 1978 - June 1987
Brown Brothers Harriman September 1974 - December 1978
Skills
Microsoft Office, Social Media, Strategic Planning, Operations Management, Business Strategy, Advertising, Team Building, Marketing Strategy, Change Management, Contract Negotiation, New Business Development, Project Management, Fundraising, Nonprofits, Public Relations, Project Planning, Management Consulting, Budgets, Event Management, Strategy, Public Speaking, Customer Service, Entrepreneurship, Research, Event Planning, Mergers & Acquisitions, Start-ups, Private Equity, Volunteer Management, Investments
Education
Harvard Business School 1972 — 1974
Master of Business Administration (MBA)
Heidelberg University 1971 — 1972
none, European economic and political integration
Princeton University 1967 — 1971
Bachelor's degree, History
The Hotchkiss School 1963 — 1967
Tower capital September 2001 - Present
The Hotchkiss School 1995 - 2013
Fidelity Investments-Fidelity Ventures December 1978 - June 1987
Brown Brothers Harriman September 1974 - December 1978
Skills
Microsoft Office, Social Media, Strategic Planning, Operations Management, Business Strategy, Advertising, Team Building, Marketing Strategy, Change Management, Contract Negotiation, New Business Development, Project Management, Fundraising, Nonprofits, Public Relations, Project Planning, Management Consulting, Budgets, Event Management, Strategy, Public Speaking, Customer Service, Entrepreneurship, Research, Event Planning, Mergers & Acquisitions, Start-ups, Private Equity, Volunteer Management, Investments
Education
Harvard Business School 1972 — 1974
Master of Business Administration (MBA)
Heidelberg University 1971 — 1972
none, European economic and political integration
Princeton University 1967 — 1971
Bachelor's degree, History
The Hotchkiss School 1963 — 1967
Jonathan Liff's Brown Brothers Harriman Experience March 2014 - July 2014
Job Operations Analyst at MG Financial
Industry Financial Services
Experience
MG Financial August 2014 - Present
Brown Brothers Harriman March 2014 - July 2014
Women's Golf Association of Massachusetts May 2013 - March 2014
Supercuts SoccerFest September 2012 - May 2013
Mullins Center Arena September 2010 - May 2013
Sharon Country Day Camp June 2006 - August 2012
Mullins Center Ice Rink September 2011 - December 2011
The Boston Globe September 2004 - March 2005
Skills
Microsoft Office, Excel, PowerPoint, Multitasker, Management, Sports Management, Sports, Microsoft Excel, Research, Event Planning, Social Media, CRM, Nonprofits, Facebook, Event Management, Teamwork, Time Management, Sponsorship, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2009 — 2013
Bachelor of Science (BS), Sport Management
Sharon High School 2005 — 2009
MG Financial August 2014 - Present
Brown Brothers Harriman March 2014 - July 2014
Women's Golf Association of Massachusetts May 2013 - March 2014
Supercuts SoccerFest September 2012 - May 2013
Mullins Center Arena September 2010 - May 2013
Sharon Country Day Camp June 2006 - August 2012
Mullins Center Ice Rink September 2011 - December 2011
The Boston Globe September 2004 - March 2005
Skills
Microsoft Office, Excel, PowerPoint, Multitasker, Management, Sports Management, Sports, Microsoft Excel, Research, Event Planning, Social Media, CRM, Nonprofits, Facebook, Event Management, Teamwork, Time Management, Sponsorship, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2009 — 2013
Bachelor of Science (BS), Sport Management
Sharon High School 2005 — 2009
Nancy Osborn's Brown Brothers Harriman Experience 1996 - 2006
Job Mutual Fund Treasury at UBS
Industry Financial Services
Experience
UBS Global Asset Management 2006 - Present
Brown Brothers Harriman 1996 - 2006
Skills
Asset Management, Financial Reporting, Fund Administration, Alternative Investments, Treasury, Securities, Mutual Funds, Equities, Hedge Funds, Fixed Income, Derivatives, Fund Accounting
Education
Hofstra University
Bachelor of Business Administration (BBA)
UBS Global Asset Management 2006 - Present
Brown Brothers Harriman 1996 - 2006
Skills
Asset Management, Financial Reporting, Fund Administration, Alternative Investments, Treasury, Securities, Mutual Funds, Equities, Hedge Funds, Fixed Income, Derivatives, Fund Accounting
Education
Hofstra University
Bachelor of Business Administration (BBA)
Mara Passick's Brown Brothers Harriman Experience July 1998 - August 2001
Job Tax Manager at Daniel R Bracciodieta & Associates Inc
Industry Accounting
Experience
Daniel R Bracciodieta & Associates Inc January 2005 - Present
Marcum LLP August 2002 - January 2005
Brown Brothers Harriman July 1998 - August 2001
Skills
Tax Returns, Tax Accounting, Tax Research, Accounting, Corporate Tax, Income Tax, Tax, Tax Preparation, Finance, Partnership Taxation, Tax Advisory
Education
Hofstra University 1988 — 1992
MBA, Accounting
Daniel R Bracciodieta & Associates Inc January 2005 - Present
Marcum LLP August 2002 - January 2005
Brown Brothers Harriman July 1998 - August 2001
Skills
Tax Returns, Tax Accounting, Tax Research, Accounting, Corporate Tax, Income Tax, Tax, Tax Preparation, Finance, Partnership Taxation, Tax Advisory
Education
Hofstra University 1988 — 1992
MBA, Accounting
Hope Mbabazi's Brown Brothers Harriman Experience March 2011 - February 2012
Job Operations Analyst at State Street Bank
Industry Higher Education
Experience
State Street Bank October 2013 - September 2014
Root Capital April 2012 - August 2012
Brown Brothers Harriman March 2011 - February 2012
Root Capital March 2010 - September 2010
Veris Wealth Partners April 2010 - August 2010
Skills
In-depth understanding..., Experienced in research..., Skilled at using..., Excellent written and..., Fluent in French,..., Economics, Sustainability, Analysis, Teamwork, Microsoft Office, Time Management, Bloomberg, Management, Report Writing, Management Consulting, Research, Finance, Data Analysis, Strategic Planning, Community Outreach, Microsoft Excel, Market Research
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Economics and French
Universite de Paul Valery 2008 — 2009
Study Abroad, French
State Street Bank October 2013 - September 2014
Root Capital April 2012 - August 2012
Brown Brothers Harriman March 2011 - February 2012
Root Capital March 2010 - September 2010
Veris Wealth Partners April 2010 - August 2010
Skills
In-depth understanding..., Experienced in research..., Skilled at using..., Excellent written and..., Fluent in French,..., Economics, Sustainability, Analysis, Teamwork, Microsoft Office, Time Management, Bloomberg, Management, Report Writing, Management Consulting, Research, Finance, Data Analysis, Strategic Planning, Community Outreach, Microsoft Excel, Market Research
Education
Hult International Business School 2012 — 2013
Master of International Business, International Business
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Economics and French
Universite de Paul Valery 2008 — 2009
Study Abroad, French
Sovandara Sarou's Brown Brothers Harriman Experience May 2014 - July 2015
Job Commissions Analyst II at Crius Energy, LLC
Industry Financial Services
Experience
Crius Energy, LLC July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman August 2013 - May 2014
Konica Minolta Business Solutions Australia August 2012 - November 2012
Skills
Camelot, Jenkon, Payoneer, Multifonds, Hyperion Reports, Keystone, Microsoft Excel, GTPS, SAP, SAP CRM, NDSR, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Bachelor of Arts (B.A.), Corporate Finance, 3.15
Macquarie University 2012 — 2012
Bachelor of Commerce (BCom), Business Administration and Management, General
Crius Energy, LLC July 2015 - Present
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman August 2013 - May 2014
Konica Minolta Business Solutions Australia August 2012 - November 2012
Skills
Camelot, Jenkon, Payoneer, Multifonds, Hyperion Reports, Keystone, Microsoft Excel, GTPS, SAP, SAP CRM, NDSR, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Bachelor of Arts (B.A.), Corporate Finance, 3.15
Macquarie University 2012 — 2012
Bachelor of Commerce (BCom), Business Administration and Management, General
Catherine A. Kreider's Brown Brothers Harriman Experience 2007 - November 2011
Job Research and Trading Analyst
Industry Investment Management
Experience
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Richard Kelleher's Brown Brothers Harriman Experience November 2002 - Present
Job Retired at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2002 - Present
Brown Brothers Harriman January 1989 - November 2002
Skills
Equities, Mutual Funds, Securities, Hedge Funds, Fixed Income, Investment Management, Wealth Management, Financial Services, Investments, Corporate Actions, Bloomberg, Asset Management, Financial Modeling, Risk Management, Alternative Investments, Banking
Education
Iona College 1976 — 1982
Masters, Business Administration and Management, General
Pace University - Lubin School of Business 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Finance
Brown Brothers Harriman November 2002 - Present
Brown Brothers Harriman January 1989 - November 2002
Skills
Equities, Mutual Funds, Securities, Hedge Funds, Fixed Income, Investment Management, Wealth Management, Financial Services, Investments, Corporate Actions, Bloomberg, Asset Management, Financial Modeling, Risk Management, Alternative Investments, Banking
Education
Iona College 1976 — 1982
Masters, Business Administration and Management, General
Pace University - Lubin School of Business 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Finance
Christina Maier's Brown Brothers Harriman Experience 2006 - 2012
Job Executive Vice President & Chief Financial Officer at Patriot National Bank
Industry Financial Services
Experience
Patriot National Bank September 2013 - Present
Brown Brothers Harriman 2006 - 2012
Provident Bancorp January 2001 - September 2006
Hudson United Bank 1980 - 1998
Skills
Investments, Equities, Mutual Funds, Financial Analysis, Financial Modeling, SEC Reporting 10K, SEC Financial Reporting, Regulatory Reporting, Regulatory Projects, Audit Management, FINRA - Series 27..., Risk Management, Risk Reduction, Acquisition Integration, Banking, Corporate Finance, Commercial Banking, Finance, Retail Banking, Due Diligence, Cash Management, Capital Markets, Accounting, Commercial Lending, Asset Management, Internal Controls, Portfolio Management, Financial Reporting, Financial Services, Financial Risk, Treasury Management, Loans, Strategic Financial..., Relationship Management, Mergers & Acquisitions
Education
Saint Thomas Aquinas
MBA, Finance
Hofstra University
Patriot National Bank September 2013 - Present
Brown Brothers Harriman 2006 - 2012
Provident Bancorp January 2001 - September 2006
Hudson United Bank 1980 - 1998
Skills
Investments, Equities, Mutual Funds, Financial Analysis, Financial Modeling, SEC Reporting 10K, SEC Financial Reporting, Regulatory Reporting, Regulatory Projects, Audit Management, FINRA - Series 27..., Risk Management, Risk Reduction, Acquisition Integration, Banking, Corporate Finance, Commercial Banking, Finance, Retail Banking, Due Diligence, Cash Management, Capital Markets, Accounting, Commercial Lending, Asset Management, Internal Controls, Portfolio Management, Financial Reporting, Financial Services, Financial Risk, Treasury Management, Loans, Strategic Financial..., Relationship Management, Mergers & Acquisitions
Education
Saint Thomas Aquinas
MBA, Finance
Hofstra University
Anders Richardson's Brown Brothers Harriman Experience 1993 - 1996
Job Managing Director at Palisades Ventures
Industry Investment Management
Experience
Palisades Ventures 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Brown Brothers Harriman 1993 - 1996
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1989 — 1993
Bachelor of Arts (BA), East Asian Studies
Palisades Ventures 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Brown Brothers Harriman 1993 - 1996
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1989 — 1993
Bachelor of Arts (BA), East Asian Studies
Glenn Rappaport's Brown Brothers Harriman Experience 1998 - April 2000
Job Sourcing Relationship Manager
Industry Financial Services
Experience
Morgan Stanley May 2000 - August 2015
Brown Brothers Harriman 1998 - April 2000
Paine Webber 1996 - 1998
ILX Systems Inc 1994 - 1996
NYNEX Mobile Communication 1993 - 1994
Skills
Vendor Relationship..., Management, Financial Services, Business Analysis, Finance, Project Management, Contract Negotiation, Strategic Sourcing, Financial Analysis, Information Technology, Contract Management, Expense Management, Business Process..., Market Data
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Business Computer Informaton Systems
University of Rochester 1986 — 1990
Bachelor's degree, Economics
Morgan Stanley May 2000 - August 2015
Brown Brothers Harriman 1998 - April 2000
Paine Webber 1996 - 1998
ILX Systems Inc 1994 - 1996
NYNEX Mobile Communication 1993 - 1994
Skills
Vendor Relationship..., Management, Financial Services, Business Analysis, Finance, Project Management, Contract Negotiation, Strategic Sourcing, Financial Analysis, Information Technology, Contract Management, Expense Management, Business Process..., Market Data
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Business Computer Informaton Systems
University of Rochester 1986 — 1990
Bachelor's degree, Economics
Daniel Campanelli's Brown Brothers Harriman Experience February 1999 - July 2015
Job Software Quality Engineer Delivering functionality that drives business.
Industry Financial Services
Experience
Brown Brothers Harriman February 1999 - July 2015
Prudential Insurance January 1997 - February 1999
National Broadcasting Company January 1996 - January 1997
American International Group (AIG) January 1994 - January 1996
Marsh & McLennan Companies January 1984 - January 1994
Willis Corroon (Formerly Corroon & Black) January 1980 - January 1984
Skills
SDLC, SQL, Requirements Analysis, User Acceptance Testing, HP Quality Center, Microsoft Excel, Testing, Quality Assurance, Test Planning, Software Quality..., MS Visio, Defect Life Cycle, MS Powerpoint, MS Access, MS Word, SQL Queries, Visual Basic 2010, MS Excel VBA, MS Word VBA, JIRA, MS Project, Agile Methodologies, Requirements Gathering, Test Automation
Education
Hofstra University
Master of Business Administration (MBA), Quantitative Analysis, 3.5
New York University
Bachelor Of Science degree, Business and Public Administration
Brown Brothers Harriman February 1999 - July 2015
Prudential Insurance January 1997 - February 1999
National Broadcasting Company January 1996 - January 1997
American International Group (AIG) January 1994 - January 1996
Marsh & McLennan Companies January 1984 - January 1994
Willis Corroon (Formerly Corroon & Black) January 1980 - January 1984
Skills
SDLC, SQL, Requirements Analysis, User Acceptance Testing, HP Quality Center, Microsoft Excel, Testing, Quality Assurance, Test Planning, Software Quality..., MS Visio, Defect Life Cycle, MS Powerpoint, MS Access, MS Word, SQL Queries, Visual Basic 2010, MS Excel VBA, MS Word VBA, JIRA, MS Project, Agile Methodologies, Requirements Gathering, Test Automation
Education
Hofstra University
Master of Business Administration (MBA), Quantitative Analysis, 3.5
New York University
Bachelor Of Science degree, Business and Public Administration
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation