Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Michelle Rivera-Huckaby Michelle Rivera-Huckaby's Brown Brothers Harriman Experience January 2001 - March 2004
Job Ambassador at Atlanta Film Society (IMAGE Film & Video)
Industry Entertainment
Experience
NB&M Productions Atlanta Local Board MemberSAG-AFTRASeptember 2015 - Present
Atlanta Film Society (IMAGE Film & Video) March 2015 - Present
Real Estate Mortgage Network July 2009 - September 2011
Vista Lending Group July 2007 - July 2009
Homebanc Mortgage Corp. June 2005 - June 2007
Bank of America June 2004 - April 2005
Brown Brothers Harriman January 2001 - March 2004
Latino Flavored Productions 2002 - 2004
Law Office of Sheldon J. Tashman July 1998 - December 2000
Skills
Real Estate, Film, Voice Acting, Loans, Mortgage Lending, Social Media Marketing, Acting, Social Networking, Marketing, Short Films, Entertainment, Video, Refinance, Feature Films, Film Production, Screenwriting, Television, Video Production, Commercials
Education
Long Island University, Brooklyn Campus 1996 — 2000
Bachelor's degree, Finance and Speech and Theater
NB&M Productions Atlanta Local Board MemberSAG-AFTRASeptember 2015 - Present
Atlanta Film Society (IMAGE Film & Video) March 2015 - Present
Real Estate Mortgage Network July 2009 - September 2011
Vista Lending Group July 2007 - July 2009
Homebanc Mortgage Corp. June 2005 - June 2007
Bank of America June 2004 - April 2005
Brown Brothers Harriman January 2001 - March 2004
Latino Flavored Productions 2002 - 2004
Law Office of Sheldon J. Tashman July 1998 - December 2000
Skills
Real Estate, Film, Voice Acting, Loans, Mortgage Lending, Social Media Marketing, Acting, Social Networking, Marketing, Short Films, Entertainment, Video, Refinance, Feature Films, Film Production, Screenwriting, Television, Video Production, Commercials
Education
Long Island University, Brooklyn Campus 1996 — 2000
Bachelor's degree, Finance and Speech and Theater
Arlindo Santos Arlindo Santos's Brown Brothers Harriman Experience August 1999 - July 2000
Job Vice President, Estimating and Finance at 1st Choice Construction Management, LLC
Industry Construction
Experience
1st Choice Construction May 2012 - Present
TIAA-CREF June 2010 - March 2012
HSBC Asset Management May 2008 - June 2010
Neuberger Berman March 2003 - April 2008
Neuberger Berman July 2000 - March 2003
Brown Brothers Harriman August 1999 - July 2000
Deutsche Bank June 1997 - August 1999
Skills
Performance Attribution, Risk Analytics, Fixed Income, Factset, Investments, Portfolio Management, Finance, Management, Asset Allocation, Contract Negotiation, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Kean University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations
1st Choice Construction May 2012 - Present
TIAA-CREF June 2010 - March 2012
HSBC Asset Management May 2008 - June 2010
Neuberger Berman March 2003 - April 2008
Neuberger Berman July 2000 - March 2003
Brown Brothers Harriman August 1999 - July 2000
Deutsche Bank June 1997 - August 1999
Skills
Performance Attribution, Risk Analytics, Fixed Income, Factset, Investments, Portfolio Management, Finance, Management, Asset Allocation, Contract Negotiation, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Kean University 1993 — 1996
Bachelor's degree, Business Administration, Management and Operations
Ben Zibrak Ben Zibrak's Brown Brothers Harriman Experience April 1999 - March 2003
Job President at Advanced Print Solutions, Inc.
Industry Printing
Experience
Advanced Print Solutions, Inc. July 2005 - Present
Sir Speedy Boston April 2003 - July 2005
Brown Brothers Harriman April 1999 - March 2003
Skills
Problem Solving, Communication..., Brand Strengthening, Writing, Print Consulting, Graphic Solutions, Presentations, Product Demonstration, Budget Monitoring, Pricing Strategy, Proposal Production, Employee Management, Purchasing Processes, Client Billing, Sales&Marketing, Sales, Business Development, Graphic Design, Marketing, New Business Development, Sales Operations, Negotiation, Digital Printing, Direct Marketing, Pricing, Advertising, Trade Shows, Brand Development, Direct Mail
Education
Lehigh University 1994 — 1998
Newton South
Newton South
Advanced Print Solutions, Inc. July 2005 - Present
Sir Speedy Boston April 2003 - July 2005
Brown Brothers Harriman April 1999 - March 2003
Skills
Problem Solving, Communication..., Brand Strengthening, Writing, Print Consulting, Graphic Solutions, Presentations, Product Demonstration, Budget Monitoring, Pricing Strategy, Proposal Production, Employee Management, Purchasing Processes, Client Billing, Sales&Marketing, Sales, Business Development, Graphic Design, Marketing, New Business Development, Sales Operations, Negotiation, Digital Printing, Direct Marketing, Pricing, Advertising, Trade Shows, Brand Development, Direct Mail
Education
Lehigh University 1994 — 1998
Newton South
Newton South
LaToya Gamble, MBA LaToya Gamble, MBA's Brown Brothers Harriman Experience June 2012 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Lincoln Financial Group May 2008 - June 2012
La Salle University June 2005 - May 2008
La Salle University November 2003 - June 2005
University of the Sciences June 2001 - August 2002
Skills
Time Management, Microsoft Office, Oracle, Budget Analysis, Budget Management, Budget Allocation, Scheduling, Listening Skills, Adaptive, Office Management, Employment Law, Insurance, Interviews, Accounting, Software Documentation, Risk Management, Research, Data Entry, Administrative..., Human Resources, Organizational..., Event Management, Process Scheduler, Budgets, Access, Editing, Management, Payroll, Policy, Administrative...
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master, Human Resources Management 2010
Keller Graduate School of Management of DeVry University 2007 — 2011
Master, Business Administration; Management/Finance
La Salle University 2003 — 2007
Bachelor of Arts, Philosophy
Brown Brothers Harriman June 2012 - Present
Lincoln Financial Group May 2008 - June 2012
La Salle University June 2005 - May 2008
La Salle University November 2003 - June 2005
University of the Sciences June 2001 - August 2002
Skills
Time Management, Microsoft Office, Oracle, Budget Analysis, Budget Management, Budget Allocation, Scheduling, Listening Skills, Adaptive, Office Management, Employment Law, Insurance, Interviews, Accounting, Software Documentation, Risk Management, Research, Data Entry, Administrative..., Human Resources, Organizational..., Event Management, Process Scheduler, Budgets, Access, Editing, Management, Payroll, Policy, Administrative...
Education
Keller Graduate School of Management of DeVry University 2007 — 2011
Master, Human Resources Management 2010
Keller Graduate School of Management of DeVry University 2007 — 2011
Master, Business Administration; Management/Finance
La Salle University 2003 — 2007
Bachelor of Arts, Philosophy
Gergana Spasova's Brown Brothers Harriman Experience June 2014 - Present
Job Business Analyst at Artech House
Industry Executive Office
Experience
Artech House August 2015 - Present
Brown Brothers Harriman June 2014 - Present
Buckley Heating and Cooling December 2013 - March 2014
Market Basket May 2006 - August 2013
Skills
Communication, Finance, Financial Reporting, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Bilingual, Organization, Financial Services, Strategic Financial..., Management, Leadership, Event Planning, Microsoft Word, PowerPoint, Social Media, Social Networking, Time Management
Education
Johnson and Wales University 2010 — 2014
Bachelor's degree, International Business with a concentration in Finance
Artech House August 2015 - Present
Brown Brothers Harriman June 2014 - Present
Buckley Heating and Cooling December 2013 - March 2014
Market Basket May 2006 - August 2013
Skills
Communication, Finance, Financial Reporting, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Bilingual, Organization, Financial Services, Strategic Financial..., Management, Leadership, Event Planning, Microsoft Word, PowerPoint, Social Media, Social Networking, Time Management
Education
Johnson and Wales University 2010 — 2014
Bachelor's degree, International Business with a concentration in Finance
Arun Manjila Purushothaman Arun Manjila Purushothaman's Brown Brothers Harriman Experience August 2006 - September 2007
Job Technical Lead Webcenter Portals at Land O'Lakes
Industry Food Production
Experience
Land O'Lakes August 2010 - Present
Land O'Lakes 2011 - 2012
Schneider National February 2009 - August 2010
Broward County, Florida, US September 2007 - March 2008
Brown Brothers Harriman August 2006 - September 2007
Nous Infosystems 2004 - 2006
Skills
XML, Java, Java Enterprise Edition, JSF, Performance Tuning, DB2, SQL, SOA, PL/SQL, SDLC, UML, JavaScript, Requirements Analysis, Struts, Oracle, Web Services, Weblogic
Education
Madurai Kamaraj University 1996 — 2000
Batchelors in Engineering, Electronics and Communication
Land O'Lakes August 2010 - Present
Land O'Lakes 2011 - 2012
Schneider National February 2009 - August 2010
Broward County, Florida, US September 2007 - March 2008
Brown Brothers Harriman August 2006 - September 2007
Nous Infosystems 2004 - 2006
Skills
XML, Java, Java Enterprise Edition, JSF, Performance Tuning, DB2, SQL, SOA, PL/SQL, SDLC, UML, JavaScript, Requirements Analysis, Struts, Oracle, Web Services, Weblogic
Education
Madurai Kamaraj University 1996 — 2000
Batchelors in Engineering, Electronics and Communication
Darren Fenty Darren Fenty's Brown Brothers Harriman Experience February 2013 - July 2013
Job ETF Specialist, Associate II (State Street)
Industry Financial Services
Experience
State Street November 2014 - Present
State Street Bank September 2013 - October 2014
Brown Brothers Harriman February 2013 - July 2013
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2010 - August 2010
Brigham and Women's Hospital June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Lotus Notes, STAR, Outlook, Corporate Actions, Fund Accounting, Fund Of Funds, Fixed Income, Fixed Income Portfolio..., Equities, Net Asset Value, Financial Accounting, Auditing, Finance, Bloomberg Terminal, Client Services, Bloomberg, Mutual Funds, Derivatives, Financial Services, Financial Analysis, Research, Securities, Investments, Management, Analysis, Banking, Portfolio Management
Education
Johnson & Wales University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
State Street November 2014 - Present
State Street Bank September 2013 - October 2014
Brown Brothers Harriman February 2013 - July 2013
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2010 - August 2010
Brigham and Women's Hospital June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Lotus Notes, STAR, Outlook, Corporate Actions, Fund Accounting, Fund Of Funds, Fixed Income, Fixed Income Portfolio..., Equities, Net Asset Value, Financial Accounting, Auditing, Finance, Bloomberg Terminal, Client Services, Bloomberg, Mutual Funds, Derivatives, Financial Services, Financial Analysis, Research, Securities, Investments, Management, Analysis, Banking, Portfolio Management
Education
Johnson & Wales University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Daniel Tobin Daniel Tobin's Brown Brothers Harriman Experience June 2004 - November 2013
Job Trade Compliance at Arrowstreet Capital L.P.
Industry Financial Services
Experience
Arrowstreet Capital November 2013 - Present
Brown Brothers Harriman June 2004 - November 2013
Chicago Blackhawks June 2001 - September 2003
Skills
PowerPoint, Public Relations, Microsoft Office, Social Media, Public Speaking, Compliance Test Writing, Financial Analysis, Data Analysis, Market Analysis, Marketing
Education
Lake Forest College 1999 — 2003
BS, Liberal Arts and Sciences/Liberal Studies
Arrowstreet Capital November 2013 - Present
Brown Brothers Harriman June 2004 - November 2013
Chicago Blackhawks June 2001 - September 2003
Skills
PowerPoint, Public Relations, Microsoft Office, Social Media, Public Speaking, Compliance Test Writing, Financial Analysis, Data Analysis, Market Analysis, Marketing
Education
Lake Forest College 1999 — 2003
BS, Liberal Arts and Sciences/Liberal Studies
Deepika Kapoor Deepika Kapoor's Brown Brothers Harriman Experience June 2011 - February 2013
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
EmblemHealth February 2014 - Present
WellCare Health Plans March 2013 - February 2014
Brown Brothers Harriman June 2011 - February 2013
Benefits Administrators & Consultants March 2011 - May 2011
Skills
Management, Quality Assurance, Strategic Planning, Customer Service, Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Analysis, SDLC, Access, Business Requirements, Requirements Gathering, Visio
Education
Metropolitan State University of Denver 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Lindenwood University 2008 — 2010
EmblemHealth February 2014 - Present
WellCare Health Plans March 2013 - February 2014
Brown Brothers Harriman June 2011 - February 2013
Benefits Administrators & Consultants March 2011 - May 2011
Skills
Management, Quality Assurance, Strategic Planning, Customer Service, Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Analysis, SDLC, Access, Business Requirements, Requirements Gathering, Visio
Education
Metropolitan State University of Denver 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Lindenwood University 2008 — 2010
Tony Marciano Tony Marciano's Brown Brothers Harriman Experience July 2000 - August 2012
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Brown Brothers Harriman July 2000 - August 2012
JPMorgan Chase October 1985 - July 2000
Skills
Fixed Income, Investment Management, Institutional..., Investment Performance, GIPS Compliance, Alternative Investments, Client Service Oriented, Equities, Client Reporting, Mutual Funds, Asset Managment, Securities, Financial Services, Financial Risk, Wealth Management, Client Services, Asset Allocation, Reports, Series 99, Performance Measurement, Asset Management, Financial Advisory, Investments, Portfolio Management, Hedge Funds
Education
LIU Post
Bachelor of Science, Business Administration
Morgan Stanley October 2013 - Present
Brown Brothers Harriman July 2000 - August 2012
JPMorgan Chase October 1985 - July 2000
Skills
Fixed Income, Investment Management, Institutional..., Investment Performance, GIPS Compliance, Alternative Investments, Client Service Oriented, Equities, Client Reporting, Mutual Funds, Asset Managment, Securities, Financial Services, Financial Risk, Wealth Management, Client Services, Asset Allocation, Reports, Series 99, Performance Measurement, Asset Management, Financial Advisory, Investments, Portfolio Management, Hedge Funds
Education
LIU Post
Bachelor of Science, Business Administration
Ilaria Case Ilaria Case's Brown Brothers Harriman Experience 1995 - 1996
Job Research Assistant at Conatus Capital
Industry Investment Management
Experience
Conatus Capital Management LP May 2014 - Present
CONATUS CAPITAL 2014 - 2015
Viking Global Investors December 2002 - March 2014
Syska Hennessy Group 2000 - 2002
Predictive Systems 1999 - 2000
Deloitte Consulting 1997 - 1999
Brown Brothers Harriman 1995 - 1996
Skills
Organizational..., Onboarding, Valuation, Strategic Planning, Microsoft Excel, Outlook, Employee Benefits, Recruiting, Microsoft Office, Talent Management, Microsoft Word, Event Planning, Program Management
Education
Lafayette College 1992 — 1995
Bachelor of Arts (BA), International Affairs
Governor Livingston HS
Governor Livingston HS
Conatus Capital Management LP May 2014 - Present
CONATUS CAPITAL 2014 - 2015
Viking Global Investors December 2002 - March 2014
Syska Hennessy Group 2000 - 2002
Predictive Systems 1999 - 2000
Deloitte Consulting 1997 - 1999
Brown Brothers Harriman 1995 - 1996
Skills
Organizational..., Onboarding, Valuation, Strategic Planning, Microsoft Excel, Outlook, Employee Benefits, Recruiting, Microsoft Office, Talent Management, Microsoft Word, Event Planning, Program Management
Education
Lafayette College 1992 — 1995
Bachelor of Arts (BA), International Affairs
Governor Livingston HS
Governor Livingston HS
Michael Slarve Michael Slarve's Brown Brothers Harriman Experience June 2012 - August 2012
Job Investment Banking Analyst at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors October 2014 - Present
FI Consulting August 2013 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Mergers & Acquisitions, Corporate Finance, Capital Raising, Investment Banking, Capital IQ, Financial Modeling, Valuation, Private Equity, Private Placements, M&A Advisory Services, Start-ups, Microsoft Excel, Financial Model..., Bloomberg Terminal, Data Analysis
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Major: Finance; Minor: Computer Information Systems
Evergreen Advisors October 2014 - Present
FI Consulting August 2013 - October 2014
Brown Brothers Harriman June 2012 - August 2012
Skills
Mergers & Acquisitions, Corporate Finance, Capital Raising, Investment Banking, Capital IQ, Financial Modeling, Valuation, Private Equity, Private Placements, M&A Advisory Services, Start-ups, Microsoft Excel, Financial Model..., Bloomberg Terminal, Data Analysis
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Major: Finance; Minor: Computer Information Systems
Paul Psak, CPA's Brown Brothers Harriman Experience 2013 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman 2009 - July 2013
PwC 2007 - 2009
PwC June 2006 - August 2006
Skills
Financial Reporting, Financial Accounting, Valuation, Fixed Income, Capital Markets, Alternative Investments, Auditing, Fund Administration, Operational Risk..., Foreign Exchange, Data Privacy, Benefits Administration, Corporate Actions, Management Accounting, Large Scale Systems, Property Management, Internal Controls, SEC filings, Real Estate Management, Compliance, Large Scale Systems..., Business Ethics, Treasury Services, Commercial Real Estate, Mutual Funds, SEC Filings, Due Diligence, Risk Management
Education
King's College 2003 — 2007
BS, Accounting
British American College of London 2005 — 2005
Study Abroad Program, International Business
Brown Brothers Harriman 2013 - Present
Brown Brothers Harriman 2009 - July 2013
PwC 2007 - 2009
PwC June 2006 - August 2006
Skills
Financial Reporting, Financial Accounting, Valuation, Fixed Income, Capital Markets, Alternative Investments, Auditing, Fund Administration, Operational Risk..., Foreign Exchange, Data Privacy, Benefits Administration, Corporate Actions, Management Accounting, Large Scale Systems, Property Management, Internal Controls, SEC filings, Real Estate Management, Compliance, Large Scale Systems..., Business Ethics, Treasury Services, Commercial Real Estate, Mutual Funds, SEC Filings, Due Diligence, Risk Management
Education
King's College 2003 — 2007
BS, Accounting
British American College of London 2005 — 2005
Study Abroad Program, International Business
John Yingling John Yingling's Brown Brothers Harriman Experience June 2014 - August 2014
Job PwC Assurance Intern
Industry
Experience
PwC June 2015 - July 2015
Brown Brothers Harriman June 2014 - August 2014
The Barley Neck Inn, home of Joe's Beach Road Bar & Grill June 2008 - August 2012
Skills
SWIFT Messaging, Smartstream TLM, Keystone, Microsoft Excel, Electronic Funds..., SWIFT Payments
Education
Lehigh University 2011 — 2015
Accounting
PwC June 2015 - July 2015
Brown Brothers Harriman June 2014 - August 2014
The Barley Neck Inn, home of Joe's Beach Road Bar & Grill June 2008 - August 2012
Skills
SWIFT Messaging, Smartstream TLM, Keystone, Microsoft Excel, Electronic Funds..., SWIFT Payments
Education
Lehigh University 2011 — 2015
Accounting
Courtney L'Italien Courtney L'Italien's Brown Brothers Harriman Experience October 2012 - January 2015
Job VP, Head of Compliance Controls & Testing Team
Industry Financial Services
Experience
State Street July 2015 - Present
State Street January 2015 - July 2015
Brown Brothers Harriman October 2012 - January 2015
Brown Brothers Harriman October 2010 - October 2012
Brown Brothers Harriman August 2006 - October 2010
Skills
Financial Risk, Mutual Funds, Financial Services, Risk Management, AML, Financial Analysis, Internal Audit, Compliance, Legal Compliance, Equities, Securities, Internal Controls, Auditing, Due Diligence, Investments, Policy, Corporate Governance, Finance
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Arts (B.A.), Communications, Writing
State Street July 2015 - Present
State Street January 2015 - July 2015
Brown Brothers Harriman October 2012 - January 2015
Brown Brothers Harriman October 2010 - October 2012
Brown Brothers Harriman August 2006 - October 2010
Skills
Financial Risk, Mutual Funds, Financial Services, Risk Management, AML, Financial Analysis, Internal Audit, Compliance, Legal Compliance, Equities, Securities, Internal Controls, Auditing, Due Diligence, Investments, Policy, Corporate Governance, Finance
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Arts (B.A.), Communications, Writing
Nicole Molleur Nicole Molleur's Brown Brothers Harriman Experience June 2015 - Present
Job ES Business Analyst
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman May 2012 - June 2015
Brown Brothers Harriman July 2011 - May 2012
The Grand Summit Hotel October 2009 - July 2011
Foodshare, Inc. February 2009 - April 2009
Skills
Event Planning, Management, Microsoft Excel, Research, Recruiting, Project Management, Event Management, Digital Marketing, Microsoft Office, Social Media, PowerPoint
Education
Trinity College-Hartford 2005 — 2009
BA, Political Science
Universiteit Maastricht 2008 — 2008
European Studies; Culture
Brown Brothers Harriman June 2015 - Present
Brown Brothers Harriman May 2012 - June 2015
Brown Brothers Harriman July 2011 - May 2012
The Grand Summit Hotel October 2009 - July 2011
Foodshare, Inc. February 2009 - April 2009
Skills
Event Planning, Management, Microsoft Excel, Research, Recruiting, Project Management, Event Management, Digital Marketing, Microsoft Office, Social Media, PowerPoint
Education
Trinity College-Hartford 2005 — 2009
BA, Political Science
Universiteit Maastricht 2008 — 2008
European Studies; Culture
James R. Kent James R. Kent's Brown Brothers Harriman Experience 2011 - 2013
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2009 - 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2001 - 2006
Brown Brothers Harriman 1998 - 2001
Brown Brothers Harriman 1994 - 1998
Brown Brothers Harriman 1991 - 1994
Bank of Boston 1986 - 1991
State Street Bank and Trust 1985 - 1986
Education
Ithaca College
BS Business Administration, Management
JPMorgan Chase May 2014 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2009 - 2013
Brown Brothers Harriman 2006 - 2011
Brown Brothers Harriman 2001 - 2006
Brown Brothers Harriman 1998 - 2001
Brown Brothers Harriman 1994 - 1998
Brown Brothers Harriman 1991 - 1994
Bank of Boston 1986 - 1991
State Street Bank and Trust 1985 - 1986
Education
Ithaca College
BS Business Administration, Management
Erica DiTucci Erica DiTucci's Brown Brothers Harriman Experience September 2008 - August 2012
Job Executive Assistant
Industry Management Consulting
Experience
Bain & Company September 2012 - Present
Brown Brothers Harriman September 2008 - August 2012
Securitas July 2007 - August 2008
Central Cooperative Bank June 2004 - September 2007
Skills
Time Management, Travel Planning, Project Management, Executive Support, Spreadsheets, Administrative..., Outlook, Human Resources
Education
Northeastern University 2004 — 2007
Bachelor of Science (BS), Criminal Justice and Corrections
Johnson and Wales University 2002 — 2004
Bain & Company September 2012 - Present
Brown Brothers Harriman September 2008 - August 2012
Securitas July 2007 - August 2008
Central Cooperative Bank June 2004 - September 2007
Skills
Time Management, Travel Planning, Project Management, Executive Support, Spreadsheets, Administrative..., Outlook, Human Resources
Education
Northeastern University 2004 — 2007
Bachelor of Science (BS), Criminal Justice and Corrections
Johnson and Wales University 2002 — 2004
Stephanie Paras Stephanie Paras's Brown Brothers Harriman Experience July 2010 - July 2012
Job Consultant at The Cambridge Group
Industry
Experience
The Cambridge Group August 2014 - Present
Nordstrom June 2013 - August 2013
Brown Brothers Harriman July 2010 - July 2012
Brown Brothers Harriman January 2010 - July 2010
Brown Brothers Harriman November 2008 - January 2010
Brown Brothers Harriman July 2007 - November 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science; Spanish Literature
The Cambridge Group August 2014 - Present
Nordstrom June 2013 - August 2013
Brown Brothers Harriman July 2010 - July 2012
Brown Brothers Harriman January 2010 - July 2010
Brown Brothers Harriman November 2008 - January 2010
Brown Brothers Harriman July 2007 - November 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science; Spanish Literature
David Neshat David Neshat's Brown Brothers Harriman Experience October 2000 - October 2004
Job Treasurer at Akamai
Industry Internet
Experience
Akamai Technologies October 2010 - Present
Treasury Management Association of New England 2007 - 2013
Cabot Corporation November 2006 - October 2010
Cabot Credit Union Boston 2007 - 2010
RSA The Security Division of EMC October 2004 - November 2006
Brown Brothers Harriman October 2000 - October 2004
Skills
Derivatives, FX Hedging, Interest Rate Risk..., Commodity Risk..., Capital Structure, Capital Markets, Credit Facilities, Private Placements, Debt Management, Credit Rating, Stock Buybacks, Equity Valuation, Equity Compensation, Investments, Credit Risk, Fixed Income Trading, Leadership, Change Management, FX Options, Credit, Finance, Treasury, Equities, Treasury Management, Fixed Income, Cash Management, Corporate Communications, Debt & Equity Financing, Financial Analysis
Education
Luleå University of Technology 1995 — 2000
M.S., International Business Administration and Economics
Akamai Technologies October 2010 - Present
Treasury Management Association of New England 2007 - 2013
Cabot Corporation November 2006 - October 2010
Cabot Credit Union Boston 2007 - 2010
RSA The Security Division of EMC October 2004 - November 2006
Brown Brothers Harriman October 2000 - October 2004
Skills
Derivatives, FX Hedging, Interest Rate Risk..., Commodity Risk..., Capital Structure, Capital Markets, Credit Facilities, Private Placements, Debt Management, Credit Rating, Stock Buybacks, Equity Valuation, Equity Compensation, Investments, Credit Risk, Fixed Income Trading, Leadership, Change Management, FX Options, Credit, Finance, Treasury, Equities, Treasury Management, Fixed Income, Cash Management, Corporate Communications, Debt & Equity Financing, Financial Analysis
Education
Luleå University of Technology 1995 — 2000
M.S., International Business Administration and Economics
Marla Barr Marla Barr's Brown Brothers Harriman Experience November 2008 - Present
Job VP, Community Relations and Services
Industry Financial Services
Experience
Brown Brothers Harriman November 2008 - Present
Lehman Brothers January 2000 - November 2008
Institute for International Research January 1998 - December 1999
Skills
Investor Relations, Strategic Communications, Equities, Creative Strategy, Community Outreach, Volunteer Management, Internal Communications, Project Management, Human Resouces..., Employee Engagement, Portfolio Management, Corporate Communications, Management, Financial Services, Strategy, Marketing, Strategic Planning, Marketing Communications, Program Management, Leadership, Marketing Strategy, Change Management, Social Media
Education
Lehigh University 1992 — 1996
BS, Marketing
Brown Brothers Harriman November 2008 - Present
Lehman Brothers January 2000 - November 2008
Institute for International Research January 1998 - December 1999
Skills
Investor Relations, Strategic Communications, Equities, Creative Strategy, Community Outreach, Volunteer Management, Internal Communications, Project Management, Human Resouces..., Employee Engagement, Portfolio Management, Corporate Communications, Management, Financial Services, Strategy, Marketing, Strategic Planning, Marketing Communications, Program Management, Leadership, Marketing Strategy, Change Management, Social Media
Education
Lehigh University 1992 — 1996
BS, Marketing
Kenny Alexandre Kenny Alexandre's Brown Brothers Harriman Experience April 2015 - Present
Job Attended Long Island University, C.W. Post Campus
Industry Investment Banking
Experience
Brown Brothers Harriman April 2015 - Present
The Center for Developmental Disabilities, Inc. October 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Research, Project Management, Sales, Financial Analysis, Business Strategy, Strategy, Public Speaking
Education
LIU Post 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Suffolk County Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Brown Brothers Harriman April 2015 - Present
The Center for Developmental Disabilities, Inc. October 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Research, Project Management, Sales, Financial Analysis, Business Strategy, Strategy, Public Speaking
Education
LIU Post 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Suffolk County Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Nousheen Khalid Nousheen Khalid's Brown Brothers Harriman Experience September 2014 - Present
Job Associate Modeler at Brown Brothers Harriman (BBH)
Industry Banking
Experience
Brown Brothers Harriman September 2014 - Present
AIG August 2013 - September 2014
BNY Mellon January 2008 - August 2013
Long Island University September 2006 - January 2008
Skills
Account Reconciliation, Accounting, Finance, Internal Controls, Access, Variance Analysis, Microsoft Excel, Financial Reporting, Cognos, Financial Analysis, Microsoft Office, Financial Accounting, Cartesis, Analysis, Auditing, Microsoft Word, Business Objects, Sarbanes-Oxley Act, Data Analysis, Internal Audit, HTML, Forecasting, General Ledger, PeopleSoft, Financial Statements, Cash Management, Financial Modeling, Accounts Payable, Accounts Receivable, Corporate Finance, Budgets, US GAAP, QuickBooks, Financial Forecasting, PowerPoint, Financial Services, Asset Management, Consolidation, Software Documentation, Invoicing, Project Planning, Journal Entries, Mutual Funds, Sarbanes-Oxley, Financial Risk, Hyperion Enterprise, Essbase, Financial Statement..., Cash Flow, Pivot Tables
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2003 — 2006
Bachelor's Degree, Management and Finance
Brown Brothers Harriman September 2014 - Present
AIG August 2013 - September 2014
BNY Mellon January 2008 - August 2013
Long Island University September 2006 - January 2008
Skills
Account Reconciliation, Accounting, Finance, Internal Controls, Access, Variance Analysis, Microsoft Excel, Financial Reporting, Cognos, Financial Analysis, Microsoft Office, Financial Accounting, Cartesis, Analysis, Auditing, Microsoft Word, Business Objects, Sarbanes-Oxley Act, Data Analysis, Internal Audit, HTML, Forecasting, General Ledger, PeopleSoft, Financial Statements, Cash Management, Financial Modeling, Accounts Payable, Accounts Receivable, Corporate Finance, Budgets, US GAAP, QuickBooks, Financial Forecasting, PowerPoint, Financial Services, Asset Management, Consolidation, Software Documentation, Invoicing, Project Planning, Journal Entries, Mutual Funds, Sarbanes-Oxley, Financial Risk, Hyperion Enterprise, Essbase, Financial Statement..., Cash Flow, Pivot Tables
Education
LIU Brooklyn 2006 — 2008
MBA, International Business
Long Island University 2003 — 2006
Bachelor's Degree, Management and Finance
Joseph Werner's Brown Brothers Harriman Experience October 2014 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
TD Bank January 2014 - July 2014
TD Wealth Management Services, Inc August 2011 - January 2014
ZLT Consulting 2009 - 2011
Skills
Mortgage Lending, Spanish, Loans, Retirement Planning, Financial Analysis, Financial Services, Microsoft Excel, Research, English, Public Speaking, Time Management, Investments, Credit, Banking, Consulting, Risk Management, Insurance, Fixed Income, Financial Advisory, Residential Mortgages, Wealth Management, Strategy, Team Management, Negotiation
Education
Lasell College 2009 — 2014
Bachelor's degree, Finance and Management
Brown Brothers Harriman October 2014 - Present
TD Bank January 2014 - July 2014
TD Wealth Management Services, Inc August 2011 - January 2014
ZLT Consulting 2009 - 2011
Skills
Mortgage Lending, Spanish, Loans, Retirement Planning, Financial Analysis, Financial Services, Microsoft Excel, Research, English, Public Speaking, Time Management, Investments, Credit, Banking, Consulting, Risk Management, Insurance, Fixed Income, Financial Advisory, Residential Mortgages, Wealth Management, Strategy, Team Management, Negotiation
Education
Lasell College 2009 — 2014
Bachelor's degree, Finance and Management
Adam Malloy Adam Malloy's Brown Brothers Harriman Experience July 2013 - Present
Job Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Merrill Lynch January 2007 - May 2007
Fox Run Craftsmen - Shanghai Office June 2006 - July 2006
Skills
Finance, Accounting, Investments, Banking, Financial Services, Risk Management, Investment Banking, FX Options
Education
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance/International Business
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Merrill Lynch January 2007 - May 2007
Fox Run Craftsmen - Shanghai Office June 2006 - July 2006
Skills
Finance, Accounting, Investments, Banking, Financial Services, Risk Management, Investment Banking, FX Options
Education
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance/International Business
Anthony Leo's Brown Brothers Harriman Experience June 2010 - September 2010
Job Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
Neuberger Berman February 2014 - Present
New York Life Insurance Company September 2012 - February 2014
New York Life Insurance Company September 2010 - September 2012
Brown Brothers Harriman June 2010 - September 2010
AXA Advisors June 2009 - December 2009
Skills
Series 7, series 66, Uniform Combined State..., Finance, Portfolio Management, Investments, Mutual Funds, Securities, Analysis, Security Operations, Investment Advisory, Fixed Income, Asset Allocation, Equities
Education
Manhattan College 2006 — 2010
BS, Finance & Economics
Robert DeCoste Robert DeCoste's Brown Brothers Harriman Experience 2013 - Present
Job Hedge Fund Accountant
Industry Financial Services
Experience
Brown Brothers Harriman 2013 - Present
State Street Bank January 2010 - August 2013
State Street Bank October 2007 - January 2010
Brockway Smith Co July 2007 - October 2007
Skills
Fund Accounting, Bloomberg, Hedge Funds, Mutual Funds, Fixed Income, Equities, Derivatives, Financial Reporting, Securities, Corporate Actions, Writing Macros, Visual Basic
Education
Johnson and Wales University 2002 — 2007
Bachelor's degree, Major: Accounting, Minor: Math
Central Catholic High School 1997 — 2001
Brown Brothers Harriman 2013 - Present
State Street Bank January 2010 - August 2013
State Street Bank October 2007 - January 2010
Brockway Smith Co July 2007 - October 2007
Skills
Fund Accounting, Bloomberg, Hedge Funds, Mutual Funds, Fixed Income, Equities, Derivatives, Financial Reporting, Securities, Corporate Actions, Writing Macros, Visual Basic
Education
Johnson and Wales University 2002 — 2007
Bachelor's degree, Major: Accounting, Minor: Math
Central Catholic High School 1997 — 2001
Alexander V. Staikos Alexander V. Staikos's Brown Brothers Harriman Experience July 2015 - Present
Job Mutual Funds Analyst at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Alison Conway's Brown Brothers Harriman Experience August 2013 - July 2015
Job Senior Analyst at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital September 2015 - Present
Brown Brothers Harriman August 2013 - July 2015
Anchin, Block & Anchin LLP November 2011 - July 2013
Berson & Corrado, LLP October 2009 - November 2011
Skills
Tax Preparation, QuickBooks, CPA, Accounting, Auditing, Valuation, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Internal Controls, Tax, Finance, GAAP, Financial Accounting, Microsoft Excel
Education
Lehigh University - College of Business and Economics
BS, Accounting
American Capital September 2015 - Present
Brown Brothers Harriman August 2013 - July 2015
Anchin, Block & Anchin LLP November 2011 - July 2013
Berson & Corrado, LLP October 2009 - November 2011
Skills
Tax Preparation, QuickBooks, CPA, Accounting, Auditing, Valuation, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Internal Controls, Tax, Finance, GAAP, Financial Accounting, Microsoft Excel
Education
Lehigh University - College of Business and Economics
BS, Accounting
Scott McGowan's Brown Brothers Harriman Experience October 2014 - Present
Job Senior Client Account Manager
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Cornell University December 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Tupper Lake Central School District January 2012 - January 2013
Merrill Lynch August 2012 - December 2012
Cornell Sports School June 2012 - August 2012
Ithaca College Phonathon January 2012 - May 2012
Skills
Customer Service, Research, Financial Analysis, Investment Banking, Product Marketing, Teamwork, Public Speaking, Communication Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Social Media, Access, Public Relations, Accounting, Photoshop, Windows, Outlook, Marketing Strategy, Team Management, Sports Marketing, Investments, Recruiting, Marketing, Management, Strategic Planning, Marketing Communications, Leadership, Advertising, Training, Entrepreneurship, Team Building, Sports Management, Social Networking, Ticket Sales, Event Planning, Facebook, SPSS, Budgets, Creative Writing, Time Management, Finance, Sports, Community Outreach
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance and Marketing
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Cornell University December 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Tupper Lake Central School District January 2012 - January 2013
Merrill Lynch August 2012 - December 2012
Cornell Sports School June 2012 - August 2012
Ithaca College Phonathon January 2012 - May 2012
Skills
Customer Service, Research, Financial Analysis, Investment Banking, Product Marketing, Teamwork, Public Speaking, Communication Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Social Media, Access, Public Relations, Accounting, Photoshop, Windows, Outlook, Marketing Strategy, Team Management, Sports Marketing, Investments, Recruiting, Marketing, Management, Strategic Planning, Marketing Communications, Leadership, Advertising, Training, Entrepreneurship, Team Building, Sports Management, Social Networking, Ticket Sales, Event Planning, Facebook, SPSS, Budgets, Creative Writing, Time Management, Finance, Sports, Community Outreach
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance and Marketing
Kathy Wolper Kathy Wolper's Brown Brothers Harriman Experience September 1985 - March 1989
Job Owner, Kathy's Just Desserts, Inc. and Kitchen Wizards
Industry Food Production
Experience
Kathy's Just Desserts and Kitchen Wizards October 2001 - Present
Archdiocese of Philadelphia 2004 - 2008
The Graham Company 2001 - 2001
Dictaphone 1989 - 2001
Brown Brothers Harriman September 1985 - March 1989
Archdiocese of Philadelphia 1978 - 1985
Skills
Teaching, Customer Service, Public Speaking, Event Planning, Strategic Planning, Staff Development, Microsoft Office, Event Management, Training, Small Business, Budgets, Leadership Development, PowerPoint, Microsoft Word, Public Relations, Microsoft Excel, Curriculum Development, Management, Editing, Educational Leadership, Classroom, Technology Integration, Social Networking, Time Management, Curriculum Design, Program Development, Community Outreach, Cakes, Higher Education, Marketing Communications, Pastry, Program Management, Sales, Baking, Culinary Skills, Cooking
Education
Katharine Gibbs School 1985 — 1985
La Salle University 1974 — 1978
Bachelor of Arts
Bishop Kenrick High School 1970 — 1974
St. Patrick School 1962 — 1970
Kathy's Just Desserts and Kitchen Wizards October 2001 - Present
Archdiocese of Philadelphia 2004 - 2008
The Graham Company 2001 - 2001
Dictaphone 1989 - 2001
Brown Brothers Harriman September 1985 - March 1989
Archdiocese of Philadelphia 1978 - 1985
Skills
Teaching, Customer Service, Public Speaking, Event Planning, Strategic Planning, Staff Development, Microsoft Office, Event Management, Training, Small Business, Budgets, Leadership Development, PowerPoint, Microsoft Word, Public Relations, Microsoft Excel, Curriculum Development, Management, Editing, Educational Leadership, Classroom, Technology Integration, Social Networking, Time Management, Curriculum Design, Program Development, Community Outreach, Cakes, Higher Education, Marketing Communications, Pastry, Program Management, Sales, Baking, Culinary Skills, Cooking
Education
Katharine Gibbs School 1985 — 1985
La Salle University 1974 — 1978
Bachelor of Arts
Bishop Kenrick High School 1970 — 1974
St. Patrick School 1962 — 1970
Cesar Lillo Cesar Lillo's Brown Brothers Harriman Experience System AdministratorIBMJune 1986 - October 1993
Job Assistant Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman System AdministratorIBMJune 1986 - October 1993
Education
LaGuardia Community College 1986 — 1990
Computer
Brown Brothers Harriman System AdministratorIBMJune 1986 - October 1993
Education
LaGuardia Community College 1986 — 1990
Computer
Angelo Mendez, CFE Angelo Mendez, CFE's Brown Brothers Harriman Experience March 2015 - Present
Job Accountant Fund Accounting & Reporting
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
State Street December 2013 - March 2015
Mizuho Trust & Banking Co. (USA) August 2012 - December 2013
State Street Bank & Trust August 2006 - July 2011
State Street Bank & Trust August 2003 - August 2006
Toys R'US April 2000 - May 2002
Skills
Accounting, Mutual Funds, Private Equity, Auditing, Bloomberg Terminal, Reuters, QuickBooks, Microsoft Office, MCH, SAP, Idea Generation, Fixed Income, Financial Reporting, Financial Statements, Account Reconciliation, Fund Accounting, General Ledger, Financial Services, Derivatives, Internal Controls, Accounts Payable, GAAP, Financial Analysis, Fund Administration, US GAAP, Journal Entries, Finance, Cost Accounting, Bank Reconciliation, Hedge Funds, Fund Of Funds, Equities, Pivot Tables, Securities, Alternative Investments, Swaps, FX Options, Back Office, Options, Internal Audit, Financial Accounting, Analysis, Investments
Education
Kean University 2011 — 2012
Master's degree, Accounting, 3.75 GPA
University of Phoenix 2009 — 2011
B.S. Degree, Accounting, 3.72 GPA
Brown Brothers Harriman March 2015 - Present
State Street December 2013 - March 2015
Mizuho Trust & Banking Co. (USA) August 2012 - December 2013
State Street Bank & Trust August 2006 - July 2011
State Street Bank & Trust August 2003 - August 2006
Toys R'US April 2000 - May 2002
Skills
Accounting, Mutual Funds, Private Equity, Auditing, Bloomberg Terminal, Reuters, QuickBooks, Microsoft Office, MCH, SAP, Idea Generation, Fixed Income, Financial Reporting, Financial Statements, Account Reconciliation, Fund Accounting, General Ledger, Financial Services, Derivatives, Internal Controls, Accounts Payable, GAAP, Financial Analysis, Fund Administration, US GAAP, Journal Entries, Finance, Cost Accounting, Bank Reconciliation, Hedge Funds, Fund Of Funds, Equities, Pivot Tables, Securities, Alternative Investments, Swaps, FX Options, Back Office, Options, Internal Audit, Financial Accounting, Analysis, Investments
Education
Kean University 2011 — 2012
Master's degree, Accounting, 3.75 GPA
University of Phoenix 2009 — 2011
B.S. Degree, Accounting, 3.72 GPA
Mark G. Miller's Brown Brothers Harriman Experience January 2012 - December 2012
Job IT Account Administration Analyst at Royal Bank of Scotland
Industry Information Technology and Services
Experience
Royal Bank of Scotland February 2013 - Present
Brown Brothers Harriman January 2012 - December 2012
Royal Bank of Scotland May 2010 - December 2010
C3i, Inc. November 2007 - May 2009
C3i, Inc. May 2007 - November 2007
AVON Products, Inc. May 2003 - May 2006
AVON Products, Inc. June 2000 - May 2003
AVON Products, Inc. July 1996 - June 2000
AVON Products, Inc. January 1996 - July 1996
AVON Products, Inc. July 1994 - January 1996
Skills
Microsoft Office, Siebel, Unix, Active Directory, Problem Solving, Mainframe, Windows, System Administration, Security, Compliance, ACF2, Top Secret, Lotus Domino..., RSA Tokens, Digital Certificates, RBAC, Information Security
Education
Manhattan College 1986 — 1991
Bachelor of Science, Marketing
Royal Bank of Scotland February 2013 - Present
Brown Brothers Harriman January 2012 - December 2012
Royal Bank of Scotland May 2010 - December 2010
C3i, Inc. November 2007 - May 2009
C3i, Inc. May 2007 - November 2007
AVON Products, Inc. May 2003 - May 2006
AVON Products, Inc. June 2000 - May 2003
AVON Products, Inc. July 1996 - June 2000
AVON Products, Inc. January 1996 - July 1996
AVON Products, Inc. July 1994 - January 1996
Skills
Microsoft Office, Siebel, Unix, Active Directory, Problem Solving, Mainframe, Windows, System Administration, Security, Compliance, ACF2, Top Secret, Lotus Domino..., RSA Tokens, Digital Certificates, RBAC, Information Security
Education
Manhattan College 1986 — 1991
Bachelor of Science, Marketing
Trace Davis, CCP Trace Davis, CCP's Brown Brothers Harriman Experience December 2011 - Present
Job Compensation Manager at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman December 2011 - Present
Natixis North America October 2010 - November 2011
ABN AMRO 2003 - 2009
ABN AMRO 2001 - 2003
ING 1999 - 2001
Deloitte Consulting 1997 - 1999
Andersen Consulting 1996 - 1997
Skills
Incentives, Project Management, Deferred Compensation, Microsoft Office, Analysis, Compensation, Employee Relations, Executive Pay, Human Resources, Incentive Programs, Management, PeopleSoft, Performance Management, Personnel Management, Program Management, Compensation
Education
La Salle University - School of Business Administration 1994 — 1996
MBA, Human Resource Management
Xavier University - Williams College of Business 1988 — 1992
Bachelor of Science, Management
Brown Brothers Harriman December 2011 - Present
Natixis North America October 2010 - November 2011
ABN AMRO 2003 - 2009
ABN AMRO 2001 - 2003
ING 1999 - 2001
Deloitte Consulting 1997 - 1999
Andersen Consulting 1996 - 1997
Skills
Incentives, Project Management, Deferred Compensation, Microsoft Office, Analysis, Compensation, Employee Relations, Executive Pay, Human Resources, Incentive Programs, Management, PeopleSoft, Performance Management, Personnel Management, Program Management, Compensation
Education
La Salle University - School of Business Administration 1994 — 1996
MBA, Human Resource Management
Xavier University - Williams College of Business 1988 — 1992
Bachelor of Science, Management
Salvatore F. Minardi Salvatore F. Minardi's Brown Brothers Harriman Experience July 1990 - April 1997
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2009 - July 2015
AIG Financial Products October 2002 - May 2008
Deutsche Bank August 1997 - May 2002
Coutts & Company April 1997 - August 1997
Brown Brothers Harriman July 1990 - April 1997
Skills
Risk Management, Management, Insurance, Leadership, Project Management, Customer Service, Business Analysis, Financial Analysis, Process Improvement, Strategy
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Strategic Management
Ithaca College 1986 — 1990
Bachelor of Science (BS), Marketing
Xavier High School
BNP Paribas June 2009 - July 2015
AIG Financial Products October 2002 - May 2008
Deutsche Bank August 1997 - May 2002
Coutts & Company April 1997 - August 1997
Brown Brothers Harriman July 1990 - April 1997
Skills
Risk Management, Management, Insurance, Leadership, Project Management, Customer Service, Business Analysis, Financial Analysis, Process Improvement, Strategy
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Strategic Management
Ithaca College 1986 — 1990
Bachelor of Science (BS), Marketing
Xavier High School
Madeline Winter Madeline Winter's Brown Brothers Harriman Experience June 2012 - August 2012
Job VP of Operations at BioBots
Industry Biotechnology
Experience
BioBots November 2014 - Present
DreamIt Ventures August 2014 - November 2014
Walker Technologies June 2013 - June 2014
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Start-ups, Strategic Planning, Marketing Strategy, Sales, Social Media, Public Speaking, Digital Media, Social Networking, Business Development, Product Management, Strategy, Strategic Partnerships, Cross-functional Team..., Energy, New Business Development, Business Strategy, Competitive Analysis, Entrepreneurship
Education
Villanova University 2011 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Lehigh University 2008 — 2010
The Agnes Irwin School 2004 — 2008
BioBots November 2014 - Present
DreamIt Ventures August 2014 - November 2014
Walker Technologies June 2013 - June 2014
Brown Brothers Harriman June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Skills
Start-ups, Strategic Planning, Marketing Strategy, Sales, Social Media, Public Speaking, Digital Media, Social Networking, Business Development, Product Management, Strategy, Strategic Partnerships, Cross-functional Team..., Energy, New Business Development, Business Strategy, Competitive Analysis, Entrepreneurship
Education
Villanova University 2011 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Lehigh University 2008 — 2010
The Agnes Irwin School 2004 — 2008
Danielle D'Elia Danielle D'Elia's Brown Brothers Harriman Experience June 2014 - October 2014
Job Human Resources Coordinator at Harvard Clinical Research Institute
Industry Human Resources
Experience
Harvard Clinical Research Institute March 2015 - Present
Harvard Clinical Research Institute November 2014 - March 2015
Brown Brothers Harriman June 2014 - October 2014
North Shore Physicians Group June 2012 - June 2014
Masonic Care Community March 2014 - May 2014
Utica College Office of the President January 2014 - May 2014
Utica College Office of Opportunity Programs September 2012 - May 2014
Young Scholars Liberty Partnership Programs August 2010 - May 2014
Masonic Home Community September 2013 - December 2013
Icelandair May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Human Resources, Leadership, Coaching, Interviews
Education
Lasell College 2015 — 2017
Master’s Degree, Management, Human Resources Management concentration
Utica College 2010 — 2014
BS Management, Human Resources, 3.70
Chelsea High School 2006 — 2010
Harvard Clinical Research Institute March 2015 - Present
Harvard Clinical Research Institute November 2014 - March 2015
Brown Brothers Harriman June 2014 - October 2014
North Shore Physicians Group June 2012 - June 2014
Masonic Care Community March 2014 - May 2014
Utica College Office of the President January 2014 - May 2014
Utica College Office of Opportunity Programs September 2012 - May 2014
Young Scholars Liberty Partnership Programs August 2010 - May 2014
Masonic Home Community September 2013 - December 2013
Icelandair May 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Human Resources, Leadership, Coaching, Interviews
Education
Lasell College 2015 — 2017
Master’s Degree, Management, Human Resources Management concentration
Utica College 2010 — 2014
BS Management, Human Resources, 3.70
Chelsea High School 2006 — 2010
Kelsey Domoracki's Brown Brothers Harriman Experience June 2014 - September 2014
Job Research Assistant at Family Office Essentials LLC
Industry Higher Education
Experience
Family Office Essentials LLC 2015 - Present
Crossing the Line June 2009 - Present
Middlebury College February 2012 - May 2015
Brown Brothers Harriman June 2014 - September 2014
Army ROTC September 2012 - June 2013
Mathnasium - The Math Learning Center June 2011 - September 2012
Massachusetts Republican Party May 2012 - August 2012
Abiomed June 2011 - November 2011
Brooks Institute for Sustainability (B.I.S) June 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Stata, Advertising, Microsoft Excel, Marketing Communications, Social Media, Leadership, Community Outreach
Education
Johannes Gutenberg-Universität Mainz 2014 — 2015
Bachelor's Degree, Politikwissenschaft, Wirtschaftswissenschaften, Filmwissenschaft, Deutsch
MiddCORE
Middlebury College 2011 — 2015
Bachelor of Arts (BA), International Politics and Economics
Middlebury College German Language School
German Studies
The Art Institute of Boston
Fine and Studio Arts
Brooks School, North Andover, MA 2008 — 2011
Family Office Essentials LLC 2015 - Present
Crossing the Line June 2009 - Present
Middlebury College February 2012 - May 2015
Brown Brothers Harriman June 2014 - September 2014
Army ROTC September 2012 - June 2013
Mathnasium - The Math Learning Center June 2011 - September 2012
Massachusetts Republican Party May 2012 - August 2012
Abiomed June 2011 - November 2011
Brooks Institute for Sustainability (B.I.S) June 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Stata, Advertising, Microsoft Excel, Marketing Communications, Social Media, Leadership, Community Outreach
Education
Johannes Gutenberg-Universität Mainz 2014 — 2015
Bachelor's Degree, Politikwissenschaft, Wirtschaftswissenschaften, Filmwissenschaft, Deutsch
MiddCORE
Middlebury College 2011 — 2015
Bachelor of Arts (BA), International Politics and Economics
Middlebury College German Language School
German Studies
The Art Institute of Boston
Fine and Studio Arts
Brooks School, North Andover, MA 2008 — 2011
Ken Slocki Ken Slocki's Brown Brothers Harriman Experience June 2006 - March 2008
Job Juris Doctor Sitting for July 2015 Texas Bar Exam, Texas Qualified GeneralCivil Mediator & National Guard Officer
Industry Law Practice
Experience
Bailey & Galyen Attorneys at Law 2013 - Present
Oklahoma Army National Guard June 2012 - Present
Tarrant County Title IV-D Court No. 2 May 2013 - July 2013
Staff Care November 2010 - July 2012
Texas Army National Guard April 2011 - June 2012
Pacific Maritime Association 2008 - 2010
CA Army National Guard 2008 - 2010
CA Army National Guard 2008 - 2010
Brown Brothers Harriman June 2006 - March 2008
United States Army Operation Enduring Freedom September 2006 - February 2008
Skills
Training, Recruiting, Leadership, Microsoft Office, Physicians, Team Building
Education
Texas A&M University School of Law 2012 — 2015
Juris Doctor (J.D.), Alternate Dispute Resolution & International Law
The Citadel 2001 — 2005
Jagiellonian University
Krakow, PL, International Business, Trade, and Law.
Jan Karski Polish School
Polish Language and Literature
Labor Arbitration Institute-San Francisco, CA
Labor Law and Arbitration
United States Army University of Mounted Warfare- Fort Knox, KY
Institut Linguistique Du Peyrou (ILP)
French Language and Literature
Culver Military Academy
Bailey & Galyen Attorneys at Law 2013 - Present
Oklahoma Army National Guard June 2012 - Present
Tarrant County Title IV-D Court No. 2 May 2013 - July 2013
Staff Care November 2010 - July 2012
Texas Army National Guard April 2011 - June 2012
Pacific Maritime Association 2008 - 2010
CA Army National Guard 2008 - 2010
CA Army National Guard 2008 - 2010
Brown Brothers Harriman June 2006 - March 2008
United States Army Operation Enduring Freedom September 2006 - February 2008
Skills
Training, Recruiting, Leadership, Microsoft Office, Physicians, Team Building
Education
Texas A&M University School of Law 2012 — 2015
Juris Doctor (J.D.), Alternate Dispute Resolution & International Law
The Citadel 2001 — 2005
Jagiellonian University
Krakow, PL, International Business, Trade, and Law.
Jan Karski Polish School
Polish Language and Literature
Labor Arbitration Institute-San Francisco, CA
Labor Law and Arbitration
United States Army University of Mounted Warfare- Fort Knox, KY
Institut Linguistique Du Peyrou (ILP)
French Language and Literature
Culver Military Academy
Kanchan Verma Kanchan Verma's Brown Brothers Harriman Experience June 2011 - September 2012
Job International Compensation Analyst
Industry Financial Services
Experience
Cartus May 2014 - January 2015
Brown Brothers Harriman June 2011 - September 2012
Infosys BPO June 2011 - September 2012
GENPACT April 2007 - May 2011
Skills
Process Improvement, Bank Reconciliation, Business Analysis, Oracle Applications, Advantage, Bids, TLM, DTC, Atlas, Microsoft Office, Bloomberg
Education
Kurukshetra University 2002 — 2005
Bachelor's degree, Commerce, 58%
Cartus May 2014 - January 2015
Brown Brothers Harriman June 2011 - September 2012
Infosys BPO June 2011 - September 2012
GENPACT April 2007 - May 2011
Skills
Process Improvement, Bank Reconciliation, Business Analysis, Oracle Applications, Advantage, Bids, TLM, DTC, Atlas, Microsoft Office, Bloomberg
Education
Kurukshetra University 2002 — 2005
Bachelor's degree, Commerce, 58%
Drew Arkema Drew Arkema's Brown Brothers Harriman Experience June 2005 - August 2005
Job Portfolio Manager at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management April 2012 - Present
Deutsche Asset & Wealth Management March 2010 - April 2012
IBM Global Business Services June 2007 - February 2010
John Hancock Financial Services June 2006 - August 2006
Brown Brothers Harriman June 2005 - August 2005
Skills
Financial Modeling, Portfolio Management, Data Analysis, Market Analysis, Client Interfacing..., Presentation Development, Microsoft Excel, Financial Analysis, Fixed Income
Education
Boston College 2010 — 2013
MBA, Finance
Lafayette College 2003 — 2007
Bachelor’s Degree, Business and Economics
Deutsche Asset & Wealth Management April 2012 - Present
Deutsche Asset & Wealth Management March 2010 - April 2012
IBM Global Business Services June 2007 - February 2010
John Hancock Financial Services June 2006 - August 2006
Brown Brothers Harriman June 2005 - August 2005
Skills
Financial Modeling, Portfolio Management, Data Analysis, Market Analysis, Client Interfacing..., Presentation Development, Microsoft Excel, Financial Analysis, Fixed Income
Education
Boston College 2010 — 2013
MBA, Finance
Lafayette College 2003 — 2007
Bachelor’s Degree, Business and Economics
Gillian Daly Gillian Daly's Brown Brothers Harriman Experience April 2015 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
KD Plastering, Inc May 2011 - Present
Raytheon June 2014 - April 2015
EMC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Sharon Country Day Camp June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, HTML, JavaScript, PowerPoint, Microsoft Word, Data Entry, Data Analysis, Social Networking, Writing, Outlook, Access, Management, Analysis, Time Management, Public Speaking, Teamwork, Critical Thinking, Spreadsheets, Lotus Notes, Databases, Financial Analysis
Education
Providence College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, Junior
Loyola College in Maryland 2010 — 2011
Political Science and Government
Ursuline Academy 2006 — 2010
High School Diploma
Brown Brothers Harriman April 2015 - Present
KD Plastering, Inc May 2011 - Present
Raytheon June 2014 - April 2015
EMC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Sharon Country Day Camp June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, HTML, JavaScript, PowerPoint, Microsoft Word, Data Entry, Data Analysis, Social Networking, Writing, Outlook, Access, Management, Analysis, Time Management, Public Speaking, Teamwork, Critical Thinking, Spreadsheets, Lotus Notes, Databases, Financial Analysis
Education
Providence College 2011 — 2014
Bachelor's degree, Business Administration and Management, General, Junior
Loyola College in Maryland 2010 — 2011
Political Science and Government
Ursuline Academy 2006 — 2010
High School Diploma
Carrie Day's Brown Brothers Harriman Experience June 2014 - May 2015
Job Senior AML Analyst at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers June 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
Brown Brothers Harriman May 2005 - June 2014
Brown Brothers Harriman November 2003 - May 2005
Brown Brothers Harriman January 2000 - November 2003
Collette Vacations June 1998 - January 2000
Maple Grove Farms January 1998 - May 1998
Skills
Banking, Financial Analysis, Financial Services, Securities, Analysis, Management, Cash Management, Microsoft Excel
Education
Lyndon State College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
PricewaterhouseCoopers June 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
Brown Brothers Harriman May 2005 - June 2014
Brown Brothers Harriman November 2003 - May 2005
Brown Brothers Harriman January 2000 - November 2003
Collette Vacations June 1998 - January 2000
Maple Grove Farms January 1998 - May 1998
Skills
Banking, Financial Analysis, Financial Services, Securities, Analysis, Management, Cash Management, Microsoft Excel
Education
Lyndon State College 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Sinead Oliver Sinead Oliver's Brown Brothers Harriman Experience August 2015 - Present
Job Fund Accountant at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman November 2013 - August 2015
Chapin's Restaurant May 2010 - September 2013
James Madison University August 2009 - May 2013
Merrimack Energy May 2010 - August 2012
Skills
Microsoft Office, SharePoint Designer, Team Management, PowerPoint, Facebook, Microsoft Excel, Social Media, Spanish, Photoshop, Public Speaking, Microsoft Word, Access, Social Networking, Customer Service, Research, Time Management
Education
James Madison University - College of Business 2009 — 2013
B.B.A, International Business, Finance, Business Spanish
Concord Academy 2005 — 2009
General
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman November 2013 - August 2015
Chapin's Restaurant May 2010 - September 2013
James Madison University August 2009 - May 2013
Merrimack Energy May 2010 - August 2012
Skills
Microsoft Office, SharePoint Designer, Team Management, PowerPoint, Facebook, Microsoft Excel, Social Media, Spanish, Photoshop, Public Speaking, Microsoft Word, Access, Social Networking, Customer Service, Research, Time Management
Education
James Madison University - College of Business 2009 — 2013
B.B.A, International Business, Finance, Business Spanish
Concord Academy 2005 — 2009
General
Jack Sy Jack Sy's Brown Brothers Harriman Experience 2007 - 2008
Job Ruby on Rails Apprentice at Launch Academy
Industry Computer Software
Experience
Launch Academy, Inc February 2015 - Present
BNY Mellon 2008 - 2014
Brown Brothers Harriman 2007 - 2008
Tasty Fare LLC 2005 - 2008
Skills
Marketing Strategy, Strategy, Customer Service, Start-ups, Business Strategy, Financial Services, Entrepreneurship, Software Development, Ruby, Ruby on Rails, SQL, JavaScript, Sinatra, CSS, HTML, Visual Basic, Excel Macro, PostgreSQL, Foundations, ActiveRecord, Test Driven Development, User Acceptance Testing, Databases, Microsoft Excel, jQuery
Education
Johnson and Wales University 1996 — 2000
B.S. International Business, Management
Launch Academy, Inc February 2015 - Present
BNY Mellon 2008 - 2014
Brown Brothers Harriman 2007 - 2008
Tasty Fare LLC 2005 - 2008
Skills
Marketing Strategy, Strategy, Customer Service, Start-ups, Business Strategy, Financial Services, Entrepreneurship, Software Development, Ruby, Ruby on Rails, SQL, JavaScript, Sinatra, CSS, HTML, Visual Basic, Excel Macro, PostgreSQL, Foundations, ActiveRecord, Test Driven Development, User Acceptance Testing, Databases, Microsoft Excel, jQuery
Education
Johnson and Wales University 1996 — 2000
B.S. International Business, Management
Sarah Humphries's Brown Brothers Harriman Experience May 2012 - June 2015
Job Investment Analyst at Brown Brothers Harriman
Industry Capital Markets
Experience
Brown Brothers Harriman May 2012 - June 2015
Century Management Financial Advisors & Fund Management May 2011 - May 2012
McCoy College of Business Endowment August 2010 - May 2011
Texas State University August 2008 - May 2010
Skills
Valuation, Economic Research, Investments, PowerPoint, Financial Analysis, Microsoft Office, Market Research, Statistics, Data Entry, Matlab, Investment Tax Analysis, Equity Research, Compustat, Morningstar, Microsoft Word, Microsoft Excel, Mutual Funds, Bloomberg, Financial Modeling, Portfolio Management, Securities, Customer Service, Finance
Education
Texas State University-San Marcos 2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.82
Kilgore College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General, 3.82
Brown Brothers Harriman May 2012 - June 2015
Century Management Financial Advisors & Fund Management May 2011 - May 2012
McCoy College of Business Endowment August 2010 - May 2011
Texas State University August 2008 - May 2010
Skills
Valuation, Economic Research, Investments, PowerPoint, Financial Analysis, Microsoft Office, Market Research, Statistics, Data Entry, Matlab, Investment Tax Analysis, Equity Research, Compustat, Morningstar, Microsoft Word, Microsoft Excel, Mutual Funds, Bloomberg, Financial Modeling, Portfolio Management, Securities, Customer Service, Finance
Education
Texas State University-San Marcos 2008 — 2011
Bachelor of Business Administration (BBA), Finance, 3.82
Kilgore College 2006 — 2008
Associate of Arts (AA), Business Administration and Management, General, 3.82
Andrew Groman's Brown Brothers Harriman Experience March 2011 - February 2013
Job Real Estate Investment / Property Management
Industry Real Estate
Experience
Eames Capital Management, LLC 2013 - Present
Brown Brothers Harriman March 2011 - February 2013
Skills
Sponsorship
Education
Lasell College 2007 — 2010
Bachelors, Sport Management
Rollins College
Business Management
Eames Capital Management, LLC 2013 - Present
Brown Brothers Harriman March 2011 - February 2013
Skills
Sponsorship
Education
Lasell College 2007 — 2010
Bachelors, Sport Management
Rollins College
Business Management
Maggie Kempner Maggie Kempner's Brown Brothers Harriman Experience July 2008 - April 2012
Job Business Operations | SolarCity
Industry Renewables & Environment
Experience
SolarCity March 2014 - Present
EnerNOC April 2012 - February 2014
Brown Brothers Harriman July 2008 - April 2012
Michigan Commercial Realty May 2007 - August 2007
Kenyon College May 2006 - August 2006
Skills
Financial Modeling, Quantitative Analytics, Data Analysis, Financial Analysis, VBA, Analytics, Economics, Statistics, R, Energy, Energy Management, Demand Response, Strategy, SQL, Google Analytics, Key Performance..., Demand Forecasting, Modeling, HTML, Performance Metrics, Business Intelligence, Salesforce.com, Cognos, SEO, Demand-side Management, Hyperion, Energy Audits, Analysis, Microsoft Excel, Business Analysis, Github, Blogger, Foreign Exchange, Financial Markets, Process Improvement, Data Mining, Marketing, Project Management
Education
Kenyon College 2004 — 2008
Bachelor of Arts, Economics and Psychology
National University of Ireland, Galway 2007 — 2007
SolarCity March 2014 - Present
EnerNOC April 2012 - February 2014
Brown Brothers Harriman July 2008 - April 2012
Michigan Commercial Realty May 2007 - August 2007
Kenyon College May 2006 - August 2006
Skills
Financial Modeling, Quantitative Analytics, Data Analysis, Financial Analysis, VBA, Analytics, Economics, Statistics, R, Energy, Energy Management, Demand Response, Strategy, SQL, Google Analytics, Key Performance..., Demand Forecasting, Modeling, HTML, Performance Metrics, Business Intelligence, Salesforce.com, Cognos, SEO, Demand-side Management, Hyperion, Energy Audits, Analysis, Microsoft Excel, Business Analysis, Github, Blogger, Foreign Exchange, Financial Markets, Process Improvement, Data Mining, Marketing, Project Management
Education
Kenyon College 2004 — 2008
Bachelor of Arts, Economics and Psychology
National University of Ireland, Galway 2007 — 2007
Shalom Labkovski Shalom Labkovski's Brown Brothers Harriman Experience June 1998 - August 2004
Job Mathematics Teacher at Township of Ocean School District
Industry Education Management
Experience
Township of Ocean School District September 2007 - Present
Linden Public Schools September 2004 - June 2007
Brown Brothers Harriman June 1998 - August 2004
Skills
Curriculum Design, Teaching
Education
Walden University 2008 — 2012
ABD, Educational Leadership
Kean University 2004 — 2006
Master of Arts (MA), Curriculum and Instruction
Rutgers University-New Brunswick 1994 — 1998
Bachelor's Degree, Economics
Township of Ocean School District September 2007 - Present
Linden Public Schools September 2004 - June 2007
Brown Brothers Harriman June 1998 - August 2004
Skills
Curriculum Design, Teaching
Education
Walden University 2008 — 2012
ABD, Educational Leadership
Kean University 2004 — 2006
Master of Arts (MA), Curriculum and Instruction
Rutgers University-New Brunswick 1994 — 1998
Bachelor's Degree, Economics
Jon Goodwin Jon Goodwin's Brown Brothers Harriman Experience July 2011 - December 2011
Job Senior Operations Associate at International Fund Services (Ireland) Ltd, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - August 2014
Brown Brothers Harriman July 2011 - December 2011
Skills
PowerPoint, Financial Analysis, Hedge Funds, Bloomberg, Microsoft Excel, Securities, Financial Services, Analysis, Derivatives, Microsoft Office, Valuation, Data Analysis, Client Relations Skills, Time Management, Manage Client..., Collateral Management, Mutual Funds, Portfolio Management
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
International Fund Services (NA) LLC, A State Street Company September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - August 2014
Brown Brothers Harriman July 2011 - December 2011
Skills
PowerPoint, Financial Analysis, Hedge Funds, Bloomberg, Microsoft Excel, Securities, Financial Services, Analysis, Derivatives, Microsoft Office, Valuation, Data Analysis, Client Relations Skills, Time Management, Manage Client..., Collateral Management, Mutual Funds, Portfolio Management
Education
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Paul Tanso's Brown Brothers Harriman Experience October 2007 - May 2008
Job Customer Success Manager at Oracle
Industry Information Technology and Services
Experience
Oracle Corporation December 2014 - Present
Oracle Corporation February 2011 - November 2014
Oracle Corporation June 2008 - January 2011
Brown Brothers Harriman October 2007 - May 2008
Grace-Hunt, LLC November 2006 - October 2007
Teradyne/HCL America June 2005 - November 2006
John Hancock 2004 - 2005
Putnam Investments 2003 - 2004
Genzyme 2001 - 2002
surebridge 1999 - 2001
Skills
Software Documentation, Scrum, Project Delivery, Project Management, SaaS, Business Intelligence, Siebel, CRM, Product Management, Pre-sales, PMP, Business Analysis, Outsourcing, Management, Cloud Computing, Software Project..., Enterprise Software, Integration, Strategy
Education
Lesley University 1997 — 1999
Bachelor of Science in Management
Malden
Oracle Corporation December 2014 - Present
Oracle Corporation February 2011 - November 2014
Oracle Corporation June 2008 - January 2011
Brown Brothers Harriman October 2007 - May 2008
Grace-Hunt, LLC November 2006 - October 2007
Teradyne/HCL America June 2005 - November 2006
John Hancock 2004 - 2005
Putnam Investments 2003 - 2004
Genzyme 2001 - 2002
surebridge 1999 - 2001
Skills
Software Documentation, Scrum, Project Delivery, Project Management, SaaS, Business Intelligence, Siebel, CRM, Product Management, Pre-sales, PMP, Business Analysis, Outsourcing, Management, Cloud Computing, Software Project..., Enterprise Software, Integration, Strategy
Education
Lesley University 1997 — 1999
Bachelor of Science in Management
Malden
William Knight William Knight's Brown Brothers Harriman Experience February 2012 - January 2013
Job Analyst at Redwood Trust, Inc.
Industry Investment Management
Experience
Redwood Trust, Inc. March 2015 - Present
Rockies Venture Club September 2014 - Present
Impact Opportunities Fund November 2014 - March 2015
PVG Asset Management Corp. April 2014 - July 2014
Integrated Asset Services March 2013 - February 2014
Brown Brothers Harriman February 2012 - January 2013
State Senate Campaign September 2011 - January 2012
Appalachian Mountain Club June 2010 - October 2011
Appalachian Mountain Club June 2010 - August 2010
Skills
Capital Budgeting, Fundraising, Financial Planning, Non-profit Development, Non-profit Experience, General Ledger..., Budget Analysis, Retail, Marketing Research, Campaign Strategy, Political Campaigns, Account Reconciliation, Budgets, Analysis, Cash Flow Reporting, Real Estate, Underwriting, Cold Calling, Door to Door, Direct Marketing, Marketing, Finance, Strategy, Cash Flow Forecasting, Nonprofits
Education
University of Denver 2007 — 2011
BA, International Relations
University of Denver - Daniels College of Business 2007 — 2011
Minor, Business Administration
Summer Business Institute at Denver 2011 — 2011
Business Administration, Finance, Accounting, and Marketing
Universiteit Maastricht 2009 — 2010
International Studies
Redwood Trust, Inc. March 2015 - Present
Rockies Venture Club September 2014 - Present
Impact Opportunities Fund November 2014 - March 2015
PVG Asset Management Corp. April 2014 - July 2014
Integrated Asset Services March 2013 - February 2014
Brown Brothers Harriman February 2012 - January 2013
State Senate Campaign September 2011 - January 2012
Appalachian Mountain Club June 2010 - October 2011
Appalachian Mountain Club June 2010 - August 2010
Skills
Capital Budgeting, Fundraising, Financial Planning, Non-profit Development, Non-profit Experience, General Ledger..., Budget Analysis, Retail, Marketing Research, Campaign Strategy, Political Campaigns, Account Reconciliation, Budgets, Analysis, Cash Flow Reporting, Real Estate, Underwriting, Cold Calling, Door to Door, Direct Marketing, Marketing, Finance, Strategy, Cash Flow Forecasting, Nonprofits
Education
University of Denver 2007 — 2011
BA, International Relations
University of Denver - Daniels College of Business 2007 — 2011
Minor, Business Administration
Summer Business Institute at Denver 2011 — 2011
Business Administration, Finance, Accounting, and Marketing
Universiteit Maastricht 2009 — 2010
International Studies
Timothy Goodale's Brown Brothers Harriman Experience October 2012 - January 2013
Job Client Strategies at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust February 2013 - Present
Brown Brothers Harriman October 2012 - January 2013
MassMutual Financial Group December 2011 - October 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Public Speaking, Corporate Communications, Learning Quickly, Financial Reporting, Relationship Management, Corporate Actions
Education
Ithaca College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Atlantic Trust February 2013 - Present
Brown Brothers Harriman October 2012 - January 2013
MassMutual Financial Group December 2011 - October 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Public Speaking, Corporate Communications, Learning Quickly, Financial Reporting, Relationship Management, Corporate Actions
Education
Ithaca College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Erin House's Brown Brothers Harriman Experience January 2014 - Present
Job Reconciliation Analyst
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Shackleton January 2013 - May 2013
Advise Technologies May 2012 - December 2012
HuHot Mongolian Grill August 2011 - May 2012
Skills
Spanish, Customer Service, Eager, self-motivated..., Enjoy and adapt easily..., Food Service, Mathematics, International Business..., Living Abroad
Education
Kansas State University 2011 — 2013
BSBA Finance, Magna Cum Laude, Finance; Spanish minor; Certificate in International Business, 3.85
University of Deusto 2013 — 2013
International Business & Spanish Language
Kansas City Christian School 1994 — 2007
Brown Brothers Harriman January 2014 - Present
Shackleton January 2013 - May 2013
Advise Technologies May 2012 - December 2012
HuHot Mongolian Grill August 2011 - May 2012
Skills
Spanish, Customer Service, Eager, self-motivated..., Enjoy and adapt easily..., Food Service, Mathematics, International Business..., Living Abroad
Education
Kansas State University 2011 — 2013
BSBA Finance, Magna Cum Laude, Finance; Spanish minor; Certificate in International Business, 3.85
University of Deusto 2013 — 2013
International Business & Spanish Language
Kansas City Christian School 1994 — 2007
Robert Pierson Robert Pierson's Brown Brothers Harriman Experience 1992 - 1996
Job Manager at PwC
Industry Information Technology and Services
Experience
PwC October 2014 - Present
Kyriba Corporation October 2013 - October 2014
Kyriba Corporation January 2013 - October 2013
Reval October 2007 - October 2012
Espeed/Tradespark 2000 - 2005
Caminus 1997 - 2000
Banque Paribas 1996 - 1997
Brown Brothers Harriman 1992 - 1996
Skills
Risk Management, Strategy, Derivatives, Business Process..., Finance, Valuation, Business Process, Process Improvement, Business Strategy, Mergers & Acquisitions, Commodity, Banking, Financial Services, Trading, Management, Business Analysis, Consulting, Financial Risk, Analysis, Financial Analysis
Education
Loyola College in Maryland 1989 — 1992
Bachelor of Business Administration (BBA), Management Information Systems and Services
Le Moyne College 1988 — 1989
PwC October 2014 - Present
Kyriba Corporation October 2013 - October 2014
Kyriba Corporation January 2013 - October 2013
Reval October 2007 - October 2012
Espeed/Tradespark 2000 - 2005
Caminus 1997 - 2000
Banque Paribas 1996 - 1997
Brown Brothers Harriman 1992 - 1996
Skills
Risk Management, Strategy, Derivatives, Business Process..., Finance, Valuation, Business Process, Process Improvement, Business Strategy, Mergers & Acquisitions, Commodity, Banking, Financial Services, Trading, Management, Business Analysis, Consulting, Financial Risk, Analysis, Financial Analysis
Education
Loyola College in Maryland 1989 — 1992
Bachelor of Business Administration (BBA), Management Information Systems and Services
Le Moyne College 1988 — 1989
Molly Rountree's Brown Brothers Harriman Experience June 2012 - July 2012
Job Third Grade Instructional Assistant
Industry Education Management
Experience
Ernst & Young June 2013 - July 2013
Brown Brothers Harriman June 2012 - July 2012
ATLANTIC-ACM June 2011 - August 2011
ATLANTIC-ACM July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Research, Data Analysis, Event Planning, Editing, Financial Analysis, Facebook, Leadership
Education
Lesley University 2014 — 2016
Master of Education (M.Ed.), Education
Washington and Lee University 2009 — 2013
B.S., Accounting and Business Administration
Phillips Academy Andover 2006 — 2009
Ernst & Young June 2013 - July 2013
Brown Brothers Harriman June 2012 - July 2012
ATLANTIC-ACM June 2011 - August 2011
ATLANTIC-ACM July 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Public Speaking, Research, Data Analysis, Event Planning, Editing, Financial Analysis, Facebook, Leadership
Education
Lesley University 2014 — 2016
Master of Education (M.Ed.), Education
Washington and Lee University 2009 — 2013
B.S., Accounting and Business Administration
Phillips Academy Andover 2006 — 2009
Lindsey Palma's Brown Brothers Harriman Experience 2010 - September 2011
Job Client Advisor Associate at Chilton Trust Company
Industry Financial Services
Experience
Chilton Trust 2014 - 2015
Barclays October 2011 - August 2014
Brown Brothers Harriman 2010 - September 2011
SEI 2008 - 2008
Education
Lehigh University - College of Business and Economics 2006 — 2009
B.S., Finance
University of Cape Town 2008 — 2008
Study Abroad Program, Racism and Genocide Studies, African National History
Chilton Trust 2014 - 2015
Barclays October 2011 - August 2014
Brown Brothers Harriman 2010 - September 2011
SEI 2008 - 2008
Education
Lehigh University - College of Business and Economics 2006 — 2009
B.S., Finance
University of Cape Town 2008 — 2008
Study Abroad Program, Racism and Genocide Studies, African National History
Leon Zborovsky Leon Zborovsky's Brown Brothers Harriman Experience May 2013 - Present
Job QM Project Manager, ITIL at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman May 2013 - Present
AllianceBernstein October 2006 - April 2013
Bank of NY April 2001 - October 2006
Hot Jobs (Yahoo) January 1999 - February 2000
Comet Systems February 1997 - September 1999
Skills
SDLC, Business Analysis, Project Management, Trading Systems, PMO, Portfolio Management, Software Project..., Visio, Fixed Income, Derivatives, Equities, Requirements Analysis, Program Management, Financial Services, Process Improvement, ITIL Certified
Education
Nyack College 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Long Island University 1997 — 1999
Pre Med
Brown Brothers Harriman May 2013 - Present
AllianceBernstein October 2006 - April 2013
Bank of NY April 2001 - October 2006
Hot Jobs (Yahoo) January 1999 - February 2000
Comet Systems February 1997 - September 1999
Skills
SDLC, Business Analysis, Project Management, Trading Systems, PMO, Portfolio Management, Software Project..., Visio, Fixed Income, Derivatives, Equities, Requirements Analysis, Program Management, Financial Services, Process Improvement, ITIL Certified
Education
Nyack College 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Long Island University 1997 — 1999
Pre Med
Benjamin Persofsky Benjamin Persofsky's Brown Brothers Harriman Experience April 2010 - Present
Job
Industry Banking
Experience
Brown Brothers Harriman April 2010 - Present
Education
University of Oxford 2000 — 2001
Developmental Economics & Management
Lafayette College 1999 — 2001
BA, Economics & Business
Brown Brothers Harriman April 2010 - Present
Education
University of Oxford 2000 — 2001
Developmental Economics & Management
Lafayette College 1999 — 2001
BA, Economics & Business
Todd Badolato Todd Badolato's Brown Brothers Harriman Experience September 2006 - August 2008
Job Payment Processing Manager Accounts Receivable, Kaseya International
Industry Financial Services
Experience
Kaseya December 2008 - Present
Brown Brothers Harriman September 2006 - August 2008
Education
James Madison University 2002 — 2006
BBA, Business Management
Kaseya December 2008 - Present
Brown Brothers Harriman September 2006 - August 2008
Education
James Madison University 2002 — 2006
BBA, Business Management
Yiannoula Choros Yiannoula Choros's Brown Brothers Harriman Experience December 2010 - March 2012
Job Assistant Vice President at Gold Bullion International
Industry Financial Services
Experience
Gold Bullion International June 2013 - April 2014
Gold Bullion International April 2012 - June 2013
Brown Brothers Harriman December 2010 - March 2012
Skills
Analysis, Management, Retail, Microsoft Excel, Microsoft Office, Sales, Customer Service, Microsoft Word, PowerPoint, Financial Services, Research, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance and Operations Management
Gold Bullion International June 2013 - April 2014
Gold Bullion International April 2012 - June 2013
Brown Brothers Harriman December 2010 - March 2012
Skills
Analysis, Management, Retail, Microsoft Excel, Microsoft Office, Sales, Customer Service, Microsoft Word, PowerPoint, Financial Services, Research, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration, Finance and Operations Management
David J Thompson, CFA David J Thompson, CFA's Brown Brothers Harriman Experience 1990 - 1993
Job President, Springs Capital, LLC
Industry Investment Management
Experience
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Dwight Asset Management 2009 - 2012
Dwight Asset Management 2007 - 2008
Dwight Asset Management 2003 - 2007
Dwight Asset Management 2000 - 2003
Dewey Square Investors 2000 - 2000
Dewey Square Investors 1997 - 2000
Lord Abbett & Co. LLC 1993 - 1997
Brown Brothers Harriman 1990 - 1993
Glickenhaus & Co. 1989 - 1990
Education
Manhattan College 1984 — 1988
B.S., Finance
CFA Institute
Chartered Financial Analyst (CFA)
Spackenkill HS
Charlie Calovich Charlie Calovich's Brown Brothers Harriman Experience March 2013 - August 2013
Job Audit Senior
Industry Accounting
Experience
Deloitte November 2014 - Present
Shatswell, MacLeod & Co., P.C. August 2013 - November 2014
Brown Brothers Harriman March 2013 - August 2013
Moonshadow Tavern September 2011 - October 2012
Alternatives Federal Credit Union January 2011 - April 2011
Alternatives Federal Credit Union January 2010 - April 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, QuickBooks, Bookkeeping, Financial Reporting, Customer Service, Time Management, Tax, Journal Entries, Auditing, Internal Controls, Finance
Education
Ithaca College 2007 — 2011
Master of Business Administration (M.B.A.), Accounting
Deloitte November 2014 - Present
Shatswell, MacLeod & Co., P.C. August 2013 - November 2014
Brown Brothers Harriman March 2013 - August 2013
Moonshadow Tavern September 2011 - October 2012
Alternatives Federal Credit Union January 2011 - April 2011
Alternatives Federal Credit Union January 2010 - April 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, QuickBooks, Bookkeeping, Financial Reporting, Customer Service, Time Management, Tax, Journal Entries, Auditing, Internal Controls, Finance
Education
Ithaca College 2007 — 2011
Master of Business Administration (M.B.A.), Accounting
David Nothnagle David Nothnagle's Brown Brothers Harriman Experience August 1999 - January 2006
Job Sales Consultant at Bosun's Marine
Industry Maritime
Experience
Bosun's Marine-North Shore January 2006 - Present
Brown Brothers Harriman August 1999 - January 2006
Putnam Investments 1998 - 1998
Education
Skidmore College
Macquarie University 1998 — 1998
Cohasset High School
Bosun's Marine-North Shore January 2006 - Present
Brown Brothers Harriman August 1999 - January 2006
Putnam Investments 1998 - 1998
Education
Skidmore College
Macquarie University 1998 — 1998
Cohasset High School
Benjamin Bonow Benjamin Bonow's Brown Brothers Harriman Experience 2013 - 2014
Job Vice President at Bank of America, FX Technology | Specialist in FX Electronic Trading
Industry Financial Services
Experience
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Bank of America 2014 - Present
Brown Brothers Harriman 2013 - 2014
Tullett Prebon 2012 - 2013
Option Computers 2008 - 2012
Morgan Stanley 1997 - 2008
Oppenheimer & Co. 1996 - 1997
Skills
Relationship Management, Electronic Trading, Project Management, Customer Service, Business Development, Business Analysis, CRM, Change Management, Equities, FX Options, FX trading, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Options, Prime Brokerage, Trading
Education
Stevens Institute of Technology 2001 — 2003
Master's of Science in Information Systems, GPA: 3.7
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science in Business Finance
Traian Tirzaman Traian Tirzaman's Brown Brothers Harriman Experience June 1998 - September 2003
Job Manager, IT Infrastructure and Application Architecture at Health Net
Industry Information Technology and Services
Experience
Health Net August 2013 - Present
Health Net June 2006 - August 2013
Health Net May 2005 - June 2006
Digital Insight October 2003 - May 2005
Brown Brothers Harriman June 1998 - September 2003
IBM - Rochester, MN 1993 - 1998
Skills
Software Development, Vendor Management, SOA, Data Warehousing, SDLC, Team Building, Leadership, IT Strategy, Systems Analysis, Business Intelligence, Web Applications, Project Management, Agile Methodologies, Enterprise Architecture, Project Planning, Enterprise Software, E-commerce, Visio, Integration, Java Enterprise Edition, Management, Architecture, PMP, Software Documentation, Databases, Analysis, SaaS, Testing, Requirements Analysis, Software Project..., IT Management, Project Portfolio..., Business Analysis, Agile Project Management, Business Process, PMO, Solution Architecture, Scrum, Data Modeling, Disaster Recovery, Requirements Gathering, DB2, Information Technology, Cloud Computing, ITIL, Application Architecture, Business Process Design, Oracle, Unix, SQL
Education
University of Tennessee-Knoxville 2010 — 2010
Executive MBA
University of Minnesota-Twin Cities 1994 — 1998
MS, Computer Science
Loma Linda University 1988 — 1992
BS, Computer Science and Mathematics
Liceul Economic nr 3
Health Net August 2013 - Present
Health Net June 2006 - August 2013
Health Net May 2005 - June 2006
Digital Insight October 2003 - May 2005
Brown Brothers Harriman June 1998 - September 2003
IBM - Rochester, MN 1993 - 1998
Skills
Software Development, Vendor Management, SOA, Data Warehousing, SDLC, Team Building, Leadership, IT Strategy, Systems Analysis, Business Intelligence, Web Applications, Project Management, Agile Methodologies, Enterprise Architecture, Project Planning, Enterprise Software, E-commerce, Visio, Integration, Java Enterprise Edition, Management, Architecture, PMP, Software Documentation, Databases, Analysis, SaaS, Testing, Requirements Analysis, Software Project..., IT Management, Project Portfolio..., Business Analysis, Agile Project Management, Business Process, PMO, Solution Architecture, Scrum, Data Modeling, Disaster Recovery, Requirements Gathering, DB2, Information Technology, Cloud Computing, ITIL, Application Architecture, Business Process Design, Oracle, Unix, SQL
Education
University of Tennessee-Knoxville 2010 — 2010
Executive MBA
University of Minnesota-Twin Cities 1994 — 1998
MS, Computer Science
Loma Linda University 1988 — 1992
BS, Computer Science and Mathematics
Liceul Economic nr 3
W. Brett MacMinn's Brown Brothers Harriman Experience February 2012 - March 2014
Job Director of Client Success at Co.tribute
Industry Financial Services
Experience
Co.tribute April 2015 - Present
Brett MacMinn Consulting August 2013 - Present
Harlem RBI January 2011 - Present
Brown Brothers Harriman February 2012 - March 2014
US Trust January 2010 - March 2011
Fisher Investments August 2009 - January 2010
Fisher Investments November 2007 - August 2009
Legacy Planning, Inc. May 2006 - August 2006
Skills
Sales, Leadership, Marketing, Account Management, Management, CRM, Social Media, Training, Sales Management, Portfolio Management, Series 7, Wealth Management, Investments, Strategy, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Financial Services, Banking, Finance, Financial Modeling, Asset Management, Public Speaking
Education
James Madison University - College of Business 2004 — 2007
BBA, Finance and Marketing
Central Bucks High School East
Co.tribute April 2015 - Present
Brett MacMinn Consulting August 2013 - Present
Harlem RBI January 2011 - Present
Brown Brothers Harriman February 2012 - March 2014
US Trust January 2010 - March 2011
Fisher Investments August 2009 - January 2010
Fisher Investments November 2007 - August 2009
Legacy Planning, Inc. May 2006 - August 2006
Skills
Sales, Leadership, Marketing, Account Management, Management, CRM, Social Media, Training, Sales Management, Portfolio Management, Series 7, Wealth Management, Investments, Strategy, Microsoft Excel, Financial Analysis, Customer Service, PowerPoint, Financial Services, Banking, Finance, Financial Modeling, Asset Management, Public Speaking
Education
James Madison University - College of Business 2004 — 2007
BBA, Finance and Marketing
Central Bucks High School East
Derek Chisholm's Brown Brothers Harriman Experience November 2012 - July 2013
Job Operations Analyst at SRS|Acquiom
Industry Computer Software
Experience
Prismatic Wolf Productions January 2015 - Present
SRSAcquiom July 2013 - December 2014
Brown Brothers Harriman November 2012 - July 2013
Reynolds & Reynolds September 2011 - October 2012
GoTo, Inc April 2010 - June 2010
Riccardi's Italian Restaurant April 2006 - July 2009
New Bedford Youth Soccer Association September 2003 - November 2007
Skills
Project Management, Event Planning, Advertising, Salesforce.com, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Team Leadership, Google Analytics, Management, Analysis
Education
Roger Williams University 2007 — 2011
Bachelor's of Science in Business, Marketing and Finance
James Cook University 2009 — 2009
Certificate, Zoology, Animal studies, Plant Science and Project Management
Prismatic Wolf Productions January 2015 - Present
SRSAcquiom July 2013 - December 2014
Brown Brothers Harriman November 2012 - July 2013
Reynolds & Reynolds September 2011 - October 2012
GoTo, Inc April 2010 - June 2010
Riccardi's Italian Restaurant April 2006 - July 2009
New Bedford Youth Soccer Association September 2003 - November 2007
Skills
Project Management, Event Planning, Advertising, Salesforce.com, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Team Leadership, Google Analytics, Management, Analysis
Education
Roger Williams University 2007 — 2011
Bachelor's of Science in Business, Marketing and Finance
James Cook University 2009 — 2009
Certificate, Zoology, Animal studies, Plant Science and Project Management
Mark Emrich Mark Emrich's Brown Brothers Harriman Experience January 1997 - August 2001
Job Managing Director at Anagenesis Capital Partners, LLC
Industry Financial Services
Experience
Anagenesis Capital Partners, LLC April 2015 - Present
Pembroke Hobson LLC January 2013 - April 2015
Scotiabank July 2008 - November 2012
CIBC March 2002 - July 2008
Brown Brothers Harriman January 1997 - August 2001
Skills
Capital Markets, Equities, Investments, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Keene State College 1992 — 1996
Bachelor's Degree, Business Administration and Management, General; Economics
Anagenesis Capital Partners, LLC April 2015 - Present
Pembroke Hobson LLC January 2013 - April 2015
Scotiabank July 2008 - November 2012
CIBC March 2002 - July 2008
Brown Brothers Harriman January 1997 - August 2001
Skills
Capital Markets, Equities, Investments, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Keene State College 1992 — 1996
Bachelor's Degree, Business Administration and Management, General; Economics
Barninder Khurana, PMP, CSM's Brown Brothers Harriman Experience September 2006 - October 2007
Job Director, Digital Strategy
Industry Real Estate
Experience
Coldwell Banker December 2014 - Present
RVM, Inc January 2013 - October 2014
JPMorgan Chase November 2011 - November 2012
CNBC May 2008 - October 2011
The New York Times October 2007 - April 2008
Brown Brothers Harriman September 2006 - October 2007
JPMorgan Chase January 2000 - August 2006
Skills
Agile Methodologies, Agile Project Management, Scrum, PMP, PMO, Integration, UIX, Project Management, Product Delivery, Software Project..., Waterfall, Project Portfolio..., Visio, Requirements Gathering, Project Delivery, MS Project, Certified Project..., IT Strategy, E-commerce, SDLC, Vendor Management, Program Management, IT Operations, Business Process..., Resource Management, Requirements Analysis, Business Requirements, Business Analysis, Cross-functional Team..., SharePoint, Project Planning, Change Management, Process Improvement, IT Management, Business Process..., Business Process, Product Management, CRM, Business Intelligence, Technology Management, Financial Services, ITIL, Stakeholder Management, Risk Management, User Acceptance Testing, Software Development, Quality Assurance, Systems Analysis, Clarity, Enterprise Architecture
Education
Project Management Institute (PMI) 2009 — 2009
Project Management Professional (PMP), Project Management
Scrum Alliance 2008 — 2008
Certified Scrum Master (CSM), Agile Project Management
Stevens Institute of Technology 2002 — 2006
Masters, Project Management
Kean University 1997 — 2000
Bachelors', Computer Science
Coldwell Banker December 2014 - Present
RVM, Inc January 2013 - October 2014
JPMorgan Chase November 2011 - November 2012
CNBC May 2008 - October 2011
The New York Times October 2007 - April 2008
Brown Brothers Harriman September 2006 - October 2007
JPMorgan Chase January 2000 - August 2006
Skills
Agile Methodologies, Agile Project Management, Scrum, PMP, PMO, Integration, UIX, Project Management, Product Delivery, Software Project..., Waterfall, Project Portfolio..., Visio, Requirements Gathering, Project Delivery, MS Project, Certified Project..., IT Strategy, E-commerce, SDLC, Vendor Management, Program Management, IT Operations, Business Process..., Resource Management, Requirements Analysis, Business Requirements, Business Analysis, Cross-functional Team..., SharePoint, Project Planning, Change Management, Process Improvement, IT Management, Business Process..., Business Process, Product Management, CRM, Business Intelligence, Technology Management, Financial Services, ITIL, Stakeholder Management, Risk Management, User Acceptance Testing, Software Development, Quality Assurance, Systems Analysis, Clarity, Enterprise Architecture
Education
Project Management Institute (PMI) 2009 — 2009
Project Management Professional (PMP), Project Management
Scrum Alliance 2008 — 2008
Certified Scrum Master (CSM), Agile Project Management
Stevens Institute of Technology 2002 — 2006
Masters, Project Management
Kean University 1997 — 2000
Bachelors', Computer Science
Rudolph Walford's Brown Brothers Harriman Experience June 2012 - August 2012
Job Compensation Analyst at Weill Cornell Medical College
Industry Human Resources
Experience
Weill Cornell Medical College August 2012 - Present
Brown Brothers Harriman June 2012 - August 2012
Infogroup July 2011 - March 2012
Matheson February 2008 - July 2011
American Chemical Society March 2006 - February 2008
Sprint Nextel May 2005 - March 2006
Center for Employment Opportunities June 2004 - December 2004
The Kooper Group February 2000 - November 2003
The United States Life Insurance Company February 1999 - November 1999
Skills
HRIS, Human Resources, Job Descriptions, PeopleSoft, Microsoft Word, Microsoft Excel, ADP Self-Service, Vlookup, Pivot Tables, Compensation Structures, Reporting & Analysis, Commission Due, Access, Outlook, Oracle, Ceridian, Ceridian Payroll System, Eudora, OpenHire, ADP ReportSmith, ADP VirtualEdge..., ADP Enterprise HR, PowerPoint, SAP HR, Strategic HR, HRIS Database Management, eTime, Interpersonal..., Sales Compensation, Job Evaluation, Job Analysis, Salary Administration, Salary Planning, Global Compensation, Salary Surveys, Benchmarking, Market Pricing, Crystal Reports, HR Metrics, FLSA, Employee Benefits, Presentation Skills, Bonus Programs, Performance Management
Education
Long Island University
Master of Science (M.S.), Human Resources Management, 3.69
Pace University - Lubin School of Business
Master of Science (M.S.), Global Strategic Human Resources Management
The University of Connecticut
Bachelor of Arts (B.A.), Communication Science; Interpersonal Communication
Weill Cornell Medical College August 2012 - Present
Brown Brothers Harriman June 2012 - August 2012
Infogroup July 2011 - March 2012
Matheson February 2008 - July 2011
American Chemical Society March 2006 - February 2008
Sprint Nextel May 2005 - March 2006
Center for Employment Opportunities June 2004 - December 2004
The Kooper Group February 2000 - November 2003
The United States Life Insurance Company February 1999 - November 1999
Skills
HRIS, Human Resources, Job Descriptions, PeopleSoft, Microsoft Word, Microsoft Excel, ADP Self-Service, Vlookup, Pivot Tables, Compensation Structures, Reporting & Analysis, Commission Due, Access, Outlook, Oracle, Ceridian, Ceridian Payroll System, Eudora, OpenHire, ADP ReportSmith, ADP VirtualEdge..., ADP Enterprise HR, PowerPoint, SAP HR, Strategic HR, HRIS Database Management, eTime, Interpersonal..., Sales Compensation, Job Evaluation, Job Analysis, Salary Administration, Salary Planning, Global Compensation, Salary Surveys, Benchmarking, Market Pricing, Crystal Reports, HR Metrics, FLSA, Employee Benefits, Presentation Skills, Bonus Programs, Performance Management
Education
Long Island University
Master of Science (M.S.), Human Resources Management, 3.69
Pace University - Lubin School of Business
Master of Science (M.S.), Global Strategic Human Resources Management
The University of Connecticut
Bachelor of Arts (B.A.), Communication Science; Interpersonal Communication
Ates Civitci's Brown Brothers Harriman Experience June 2010 - April 2011
Job Strategic Account Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development March 2014 - Present
Charles River Development April 2011 - Present
Charles River Development March 2013 - March 2014
Brown Brothers Harriman June 2010 - April 2011
Brown Brothers Harriman September 2007 - March 2011
Wellington Management LLC March 2006 - September 2007
Skills
Options, Portfolio Management, Fixed Income, Trading Systems, Equities, Derivatives, Securities, Asset Managment, Financial Markets, Asset Allocation, Electronic Trading, Financial Services, Business Analysis, Relationship Management, Middle Office, FX Options, Hedge Funds, Bloomberg, Investment Management, Market Data, Order Management, Finance, Banking
Education
Suffolk University - Sawyer Business School 2006 — 2008
MSF, Finance
Suffolk University - Sawyer School of Management 2005 — 2006
Master of Business Administration (MBA), Finance, General
Istanbul Technical University 2000 — 2005
BS, Electrical engineering
Charles River Development March 2014 - Present
Charles River Development April 2011 - Present
Charles River Development March 2013 - March 2014
Brown Brothers Harriman June 2010 - April 2011
Brown Brothers Harriman September 2007 - March 2011
Wellington Management LLC March 2006 - September 2007
Skills
Options, Portfolio Management, Fixed Income, Trading Systems, Equities, Derivatives, Securities, Asset Managment, Financial Markets, Asset Allocation, Electronic Trading, Financial Services, Business Analysis, Relationship Management, Middle Office, FX Options, Hedge Funds, Bloomberg, Investment Management, Market Data, Order Management, Finance, Banking
Education
Suffolk University - Sawyer Business School 2006 — 2008
MSF, Finance
Suffolk University - Sawyer School of Management 2005 — 2006
Master of Business Administration (MBA), Finance, General
Istanbul Technical University 2000 — 2005
BS, Electrical engineering
Susan Murphy's Brown Brothers Harriman Experience 1993 - 1995
Job Technical Account Manager at Reuters America
Industry Financial Services
Experience
Thomson Reuters June 2000 - Present
Reuters Financial Software September 1998 - June 2000
Reuters America 1996 - 1998
Brown Brothers Harriman 1993 - 1995
Skills
Salesforce.com, Trading Systems, Market Data, Financial Markets, Reference Data, Electronic Trading, Equities, FX Options, Solution Selling, Financial Services, Low Latency, Business Analysis, Disaster Recovery, Options, Capital Markets, Fixed Income, Bloomberg, Derivatives, Vendor Management, Relationship Management, Trading, Data Center, Enterprise Software, Order Management, Equity Trading, CRM, FX trading, Back Office, Integration, Product Management
Education
Lehigh University 1987 — 1991
B.S in Business, Marketing
Thomson Reuters June 2000 - Present
Reuters Financial Software September 1998 - June 2000
Reuters America 1996 - 1998
Brown Brothers Harriman 1993 - 1995
Skills
Salesforce.com, Trading Systems, Market Data, Financial Markets, Reference Data, Electronic Trading, Equities, FX Options, Solution Selling, Financial Services, Low Latency, Business Analysis, Disaster Recovery, Options, Capital Markets, Fixed Income, Bloomberg, Derivatives, Vendor Management, Relationship Management, Trading, Data Center, Enterprise Software, Order Management, Equity Trading, CRM, FX trading, Back Office, Integration, Product Management
Education
Lehigh University 1987 — 1991
B.S in Business, Marketing
Brian Howson's Brown Brothers Harriman Experience September 1994 - Present
Job VP at BBH&Co
Industry Banking
Experience
Brown Brothers Harriman September 1994 - Present
Skills
Cloud Computing, Risk Management, Program Management, Vendor Management, Asset Managment, Fixed Income, Financial Services
Education
Lehigh University 1989 — 1993
Kent School 1988 — 1990
High School
St. Johns
St. Johns
Brown Brothers Harriman September 1994 - Present
Skills
Cloud Computing, Risk Management, Program Management, Vendor Management, Asset Managment, Fixed Income, Financial Services
Education
Lehigh University 1989 — 1993
Kent School 1988 — 1990
High School
St. Johns
St. Johns
George Skidmore, PMP's Brown Brothers Harriman Experience April 2011 - April 2013
Job Sr Project Manager
Industry Information Services
Experience
State Street June 2015 - Present
Blue Cross Blue Shield of Massachusetts/LeapFrog System April 2013 - Present
Brown Brothers Harriman April 2011 - April 2013
State Street May 2006 - February 2009
State Street Bank and Trust Co. June 1997 - May 2006
State Street Bank and Trust Co. 1992 - June 1997
State Street Bank 1990 - 1992
Skills
Business Analysis, PMP, Financial Services, Derivatives, Testing, Software Quality..., Analysis, Quality Assurance, Project Management, Requirements Gathering, Process Improvement, Business Requirements, Banking, User Acceptance Testing, SDLC, Leadership, Vendor Management, Risk Management, Visio, Business Process, Requirements Analysis, PMO
Education
Long Island University, Southampton Campus 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
State Street June 2015 - Present
Blue Cross Blue Shield of Massachusetts/LeapFrog System April 2013 - Present
Brown Brothers Harriman April 2011 - April 2013
State Street May 2006 - February 2009
State Street Bank and Trust Co. June 1997 - May 2006
State Street Bank and Trust Co. 1992 - June 1997
State Street Bank 1990 - 1992
Skills
Business Analysis, PMP, Financial Services, Derivatives, Testing, Software Quality..., Analysis, Quality Assurance, Project Management, Requirements Gathering, Process Improvement, Business Requirements, Banking, User Acceptance Testing, SDLC, Leadership, Vendor Management, Risk Management, Visio, Business Process, Requirements Analysis, PMO
Education
Long Island University, Southampton Campus 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jularluck Chua (June)'s Brown Brothers Harriman Experience June 2013 - Present
Job Trade Settlements Senior Operations Specialist
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman October 2011 - June 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds April 2010 - September 2010
OppenheimerFunds March 2008 - April 2010
Frontier Airlines March 2007 - December 2007
Frontier Airlines June 2006 - March 2007
Skills
Customer Service, Outlook, PowerPoint, Vendor Relations, Scheduling, Detail Orientation, Financial Analysis, Data Analysis, Financial Reporting, Customer Experience, Customer Engagement, Client Service, Marketing Communications, Articulate, Timeliness, Customer Presentations, Volunteer Coordination, Volunteer Management, Negotiation, Telephone Skills, Project Coordination, Qualitative Research, Conflict Resolution
Education
Regis University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing
Loyola University Chicago 2003 — 2004
Bachelors in Business Administration, Marketing
Brown Brothers Harriman June 2013 - Present
Brown Brothers Harriman October 2011 - June 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds April 2010 - September 2010
OppenheimerFunds March 2008 - April 2010
Frontier Airlines March 2007 - December 2007
Frontier Airlines June 2006 - March 2007
Skills
Customer Service, Outlook, PowerPoint, Vendor Relations, Scheduling, Detail Orientation, Financial Analysis, Data Analysis, Financial Reporting, Customer Experience, Customer Engagement, Client Service, Marketing Communications, Articulate, Timeliness, Customer Presentations, Volunteer Coordination, Volunteer Management, Negotiation, Telephone Skills, Project Coordination, Qualitative Research, Conflict Resolution
Education
Regis University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing
Loyola University Chicago 2003 — 2004
Bachelors in Business Administration, Marketing
David Rosu's Brown Brothers Harriman Experience 2004 - 2006
Job VP Futures Execution Product Management
Industry Financial Services
Experience
Barclays May 2012 - Present
Barclays July 2006 - May 2012
Brown Brothers Harriman 2004 - 2006
Skills
Futures, Options, Electronic Trading, Trading Systems, Trading, Derivatives, Fixed Income, Commodities, Financial Markets, E-commerce, Hedge Funds, Equities, Equity Trading, FX Options, Market Data, Middle Office, Series 3, Series 7, Series 63
Education
LIU Post 2004 — 2006
MBA, Finance
Seton Hall University 1999 — 2003
BS, Finance
Barclays May 2012 - Present
Barclays July 2006 - May 2012
Brown Brothers Harriman 2004 - 2006
Skills
Futures, Options, Electronic Trading, Trading Systems, Trading, Derivatives, Fixed Income, Commodities, Financial Markets, E-commerce, Hedge Funds, Equities, Equity Trading, FX Options, Market Data, Middle Office, Series 3, Series 7, Series 63
Education
LIU Post 2004 — 2006
MBA, Finance
Seton Hall University 1999 — 2003
BS, Finance
James Battaglia's Brown Brothers Harriman Experience July 1994 - August 1996
Job Equity Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2004 - Present
Citigroup Asset Management February 1999 - September 2004
Rochdale Investment Management August 1996 - February 1999
Brown Brothers Harriman July 1994 - August 1996
Education
Pace University - Lubin School of Business 1994 — 1996
MS, Investment Management
Le Moyne College 1992 — 1994
BS, Business, Finance
Franklin Templeton Investments September 2004 - Present
Citigroup Asset Management February 1999 - September 2004
Rochdale Investment Management August 1996 - February 1999
Brown Brothers Harriman July 1994 - August 1996
Education
Pace University - Lubin School of Business 1994 — 1996
MS, Investment Management
Le Moyne College 1992 — 1994
BS, Business, Finance
Julie Gorski's Brown Brothers Harriman Experience November 2005 - November 2007
Job Marketing/Communications
Industry Financial Services
Experience
Neuberger Berman November 2007 - February 2009
New York Moves Magazine 2009 - 2009
Brown Brothers Harriman November 2005 - November 2007
FAM Global Investments October 2004 - November 2005
Cambridge Associates 2002 - 2004
Skills
Due Diligence, Asset Managment
Education
James Madison University 1998 — 2002
Bachelor's Degree, Finance, General
Neuberger Berman November 2007 - February 2009
New York Moves Magazine 2009 - 2009
Brown Brothers Harriman November 2005 - November 2007
FAM Global Investments October 2004 - November 2005
Cambridge Associates 2002 - 2004
Skills
Due Diligence, Asset Managment
Education
James Madison University 1998 — 2002
Bachelor's Degree, Finance, General
Patricia Niedzwiecki's Brown Brothers Harriman Experience April 2008 - Present
Job Vice President, Internal Communications at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman February 2003 - April 2008
Brown Brothers Harriman September 1994 - February 2003
Brown Brothers Harriman September 1992 - 1994
Brown Brothers Harriman September 1990 - September 1991
Flack + Kurtz 1985 - 1987
Skills
Writing, News Writing, Company Newsletters, Employer Branding, Internal Communications, Change Management, Employee Engagement, Content Strategist, Financial Services, Human Resources, Corporate Actions, Team Leadership, Strategic Communications, Talent Management, Corporate Communications, Marketing, CRM, Strategy, Marketing Communications, Organizational..., Leadership Development, Web Content Management, Leadership, Investor Relations, Interviews, Organizational Design, Management, Relationship Management, Communications Planning, Public Relations, Client Services, Media Relations
Education
Lake Forest College 1980 — 1984
English, English Language and Literature, General
Suffolk University
Brown Brothers Harriman April 2008 - Present
Brown Brothers Harriman February 2003 - April 2008
Brown Brothers Harriman September 1994 - February 2003
Brown Brothers Harriman September 1992 - 1994
Brown Brothers Harriman September 1990 - September 1991
Flack + Kurtz 1985 - 1987
Skills
Writing, News Writing, Company Newsletters, Employer Branding, Internal Communications, Change Management, Employee Engagement, Content Strategist, Financial Services, Human Resources, Corporate Actions, Team Leadership, Strategic Communications, Talent Management, Corporate Communications, Marketing, CRM, Strategy, Marketing Communications, Organizational..., Leadership Development, Web Content Management, Leadership, Investor Relations, Interviews, Organizational Design, Management, Relationship Management, Communications Planning, Public Relations, Client Services, Media Relations
Education
Lake Forest College 1980 — 1984
English, English Language and Literature, General
Suffolk University
Carmela DiMeo's Brown Brothers Harriman Experience 2002 - 2004
Job SVP, Head of Marketing Americas at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
PineBridge Investments May 2014 - Present
OppenheimerFunds March 2012 - May 2014
AllianceBernstein 2008 - March 2012
AllianceBernstein 2004 - 2008
Brown Brothers Harriman 2002 - 2004
Sanford C. Bernstein & Co. Inc. 1997 - 2001
Sanford C. Bernstein & Co., Inc. 1995 - 1997
Skills
Product Marketing, Cross-functional Team..., Integrated Marketing, Marketing Strategy, Series 7, Management, Series 24, Asset Management, CRM, Fixed Income, Financial Services, Digital Marketing, Investments, Mutual Funds, Marketing, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & Marketing
Long Island University 1991 — 1995
BA, International Studies
Olivia Golden's Brown Brothers Harriman Experience 1998 - 1999
Job Owner, Double G Stables
Industry Sports
Experience
Double G Stables 2003 - Present
Stratesight April 2008 - January 2010
Bear Stearns July 1999 - February 2003
Brown Brothers Harriman 1998 - 1999
Geller & Company 1996 - 1998
Skills
Strategy, Financial Services, Consulting, Business Planning, Corporate Development, Horse Training, Riding Instruction, Sales
Education
Lehigh University 1991 — 1995
B.S., Finance
Double G Stables 2003 - Present
Stratesight April 2008 - January 2010
Bear Stearns July 1999 - February 2003
Brown Brothers Harriman 1998 - 1999
Geller & Company 1996 - 1998
Skills
Strategy, Financial Services, Consulting, Business Planning, Corporate Development, Horse Training, Riding Instruction, Sales
Education
Lehigh University 1991 — 1995
B.S., Finance
Stephanie Lorento's Brown Brothers Harriman Experience September 2006 - Present
Job Senior Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2006 - Present
South Boston District Court September 2005 - January 2006
Alliance Consulting Group May 2005 - September 2005
Brigham and Womens Hospital September 2004 - March 2005
Education
University of Massachusetts Boston 2004 — 2006
Bachelors of Arts, Criminal Justice
Johnson & Wales University 2002 — 2004
Associate of Science, Criminal Justice
Brown Brothers Harriman September 2006 - Present
South Boston District Court September 2005 - January 2006
Alliance Consulting Group May 2005 - September 2005
Brigham and Womens Hospital September 2004 - March 2005
Education
University of Massachusetts Boston 2004 — 2006
Bachelors of Arts, Criminal Justice
Johnson & Wales University 2002 — 2004
Associate of Science, Criminal Justice
Henry Rogers's Brown Brothers Harriman Experience March 1995 - September 1997
Job Independent Trader
Industry Financial Services
Experience
Hudson County School of Tech October 2012 - Present
Self-Employed October 2011 - Present
Century 21 Gemini March 2013 - June 2015
Consolidated Trading LLC February 2006 - September 2011
Orbit II Partners, LP June 1998 - January 2006
ABN Amro Sage October 1997 - June 1998
Brown Brothers Harriman March 1995 - September 1997
Yamaichi International America August 1993 - December 1994
Skills
Volatility, Proprietary Trading, Options, Equity Derivatives, Trading, Trading Systems, Derivatives, Market Making, Trading Strategies, Arbitrage, ETFs, Electronic Trading, Fixed Income, Portfolio Management, Equity Trading, Financial Markets, Hedging, Equities, Commodity, Bloomberg, Hedge Funds
Education
Lafayette College 1988 — 1992
Montclair High School 1984 — 1988
Hudson County School of Tech October 2012 - Present
Self-Employed October 2011 - Present
Century 21 Gemini March 2013 - June 2015
Consolidated Trading LLC February 2006 - September 2011
Orbit II Partners, LP June 1998 - January 2006
ABN Amro Sage October 1997 - June 1998
Brown Brothers Harriman March 1995 - September 1997
Yamaichi International America August 1993 - December 1994
Skills
Volatility, Proprietary Trading, Options, Equity Derivatives, Trading, Trading Systems, Derivatives, Market Making, Trading Strategies, Arbitrage, ETFs, Electronic Trading, Fixed Income, Portfolio Management, Equity Trading, Financial Markets, Hedging, Equities, Commodity, Bloomberg, Hedge Funds
Education
Lafayette College 1988 — 1992
Montclair High School 1984 — 1988
Brian McGory's Brown Brothers Harriman Experience April 1997 - July 2008
Job Supply SGT at United States Army Reserve
Industry Accounting
Experience
International SOS October 2008 - Present
United States Army Reserve June 2003 - Present
Brown Brothers Harriman April 1997 - July 2008
Education
Liberty University
MS, Accounting
Saint Leo University
BA, Business/Accounting
International SOS October 2008 - Present
United States Army Reserve June 2003 - Present
Brown Brothers Harriman April 1997 - July 2008
Education
Liberty University
MS, Accounting
Saint Leo University
BA, Business/Accounting
Karen Cwalinski's Brown Brothers Harriman Experience August 1989 - June 1998
Job Technical Writer at DCCA
Industry Computer Software
Experience
DCCA March 2012 - Present
CorasWorks November 2004 - February 2012
bcgi June 1998 - August 2004
Brown Brothers Harriman August 1989 - June 1998
Skills
SharePoint, Knowledge Management, Microsoft Office, FrameMaker, SnagIt, Online Help, FrontPage, RoboHelp, Document Management, Process Improvement, Enterprise Software, Quality Assurance
Education
Lafayette College 1985 — 1989
AB, History, East Asian Studies
DCCA March 2012 - Present
CorasWorks November 2004 - February 2012
bcgi June 1998 - August 2004
Brown Brothers Harriman August 1989 - June 1998
Skills
SharePoint, Knowledge Management, Microsoft Office, FrameMaker, SnagIt, Online Help, FrontPage, RoboHelp, Document Management, Process Improvement, Enterprise Software, Quality Assurance
Education
Lafayette College 1985 — 1989
AB, History, East Asian Studies
Ken Alfredo's Brown Brothers Harriman Experience March 2005 - Present
Job VP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman March 2005 - Present
JPMorgan October 1997 - March 2004
KPMG March 1997 - October 1997
Credit Suisse 1983 - 1997
Skills
Business Analysis, Project Management, Trading, FX Options, Investment Banking, Process Improvement, Management, Bloomberg, SWIFT payments, Operations Management, Risk Management, Leadership, Market Data, Banking, Derivatives, Back Office, Trading Systems, Middle Office, FX trading, Equities, SWIFT Payments, Financial Services
Education
Long Island University
MBA, Management & Computer Science, 3.92
Pace University
BBA, Banking
Brown Brothers Harriman March 2005 - Present
JPMorgan October 1997 - March 2004
KPMG March 1997 - October 1997
Credit Suisse 1983 - 1997
Skills
Business Analysis, Project Management, Trading, FX Options, Investment Banking, Process Improvement, Management, Bloomberg, SWIFT payments, Operations Management, Risk Management, Leadership, Market Data, Banking, Derivatives, Back Office, Trading Systems, Middle Office, FX trading, Equities, SWIFT Payments, Financial Services
Education
Long Island University
MBA, Management & Computer Science, 3.92
Pace University
BBA, Banking
Lynne Macolini's Brown Brothers Harriman Experience 2007 - 2008
Job Independent Travel Planner with Fairytale Journeys by Lynne & Customer Service Representative at Columbia Management
Industry Financial Services
Experience
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Scott OKeefe's Brown Brothers Harriman Experience August 1998 - April 2000
Job Associate at JP Morgan Seeking new Opportunities
Industry Financial Services
Experience
JPMorgan Chase 2005 - Present
Ridge Clearing/BofA Securities April 2000 - July 2005
Brown Brothers Harriman August 1998 - April 2000
Solomon Smith Barney November 1993 - August 1998
Education
Le Moyne College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase 2005 - Present
Ridge Clearing/BofA Securities April 2000 - July 2005
Brown Brothers Harriman August 1998 - April 2000
Solomon Smith Barney November 1993 - August 1998
Education
Le Moyne College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Joe Artiglere's Brown Brothers Harriman Experience 1996 - 2001
Job Vice President at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein February 2001 - Present
Brown Brothers Harriman 1996 - 2001
Skills
Series 7
Education
Loyola University Maryland 1992 — 1996
Finance
Sanford C. Bernstein February 2001 - Present
Brown Brothers Harriman 1996 - 2001
Skills
Series 7
Education
Loyola University Maryland 1992 — 1996
Finance
Thomas Yan's Brown Brothers Harriman Experience March 2015 - Present
Job AML Compliance at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Citi Private Bank June 2014 - March 2015
Citi April 2013 - June 2014
FMV Opinions, Inc. March 2012 - April 2013
Citi July 2011 - August 2011
Ernst & Young July 2010 - August 2010
Skills
Valuation, Financial Modeling, Economics, Compliance, AML, KYC, Series 7, Accounting, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, Market Research, Regulatory Compliance, Project Management, Process Improvement, SAS, SPSS, Eviews, Strategy, Financial Services
Education
New York University
Master of Arts, Economics
Ithaca College
Bachelor of Science, Applied Economics
Brown Brothers Harriman March 2015 - Present
Citi Private Bank June 2014 - March 2015
Citi April 2013 - June 2014
FMV Opinions, Inc. March 2012 - April 2013
Citi July 2011 - August 2011
Ernst & Young July 2010 - August 2010
Skills
Valuation, Financial Modeling, Economics, Compliance, AML, KYC, Series 7, Accounting, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, Market Research, Regulatory Compliance, Project Management, Process Improvement, SAS, SPSS, Eviews, Strategy, Financial Services
Education
New York University
Master of Arts, Economics
Ithaca College
Bachelor of Science, Applied Economics
Monte Davis's Brown Brothers Harriman Experience January 2001 - August 2006
Job Vice President Technology & Data at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley August 2006 - March 2014
Brown Brothers Harriman January 2001 - August 2006
Skills
Fixed Income, Risk Management, Equities, Financial Services, Securities, Bloomberg, Corporate Actions, Mutual Funds, Capital Markets, Hedge Funds, Derivatives, Middle Office, Prime Brokerage, Options, Securities Lending, Data Management
Education
Saint Peter's University
Management Science
Kean University
Morgan Stanley April 2014 - Present
Morgan Stanley August 2006 - March 2014
Brown Brothers Harriman January 2001 - August 2006
Skills
Fixed Income, Risk Management, Equities, Financial Services, Securities, Bloomberg, Corporate Actions, Mutual Funds, Capital Markets, Hedge Funds, Derivatives, Middle Office, Prime Brokerage, Options, Securities Lending, Data Management
Education
Saint Peter's University
Management Science
Kean University
Audrey Horgan-Bottari's Brown Brothers Harriman Experience February 1997 - June 2005
Job Executive Administrative Assistant at Millennium Pipeline Co., LLC
Industry Executive Office
Experience
Millennium Pipeline Co., LLC January 2014 - Present
Hess Corporation April 2012 - February 2013
Dynarex Corporation January 2010 - February 2012
Pelican Investment Management/Wand Partners March 2006 - December 2009
Brown Brothers Harriman February 1997 - June 2005
Skills
Lotus Notes, Outlook, Administrative..., Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Access, Office Administration, Travel Arrangements, Microsoft Word, Executive Support, Concur, Calendars, Expense Reports, Confidentiality, Calendaring
Education
Long Island University 2002 — 2005
M.B.A, Finance
Dominican College 1997 — 2000
B.S, Business Administration
Millennium Pipeline Co., LLC January 2014 - Present
Hess Corporation April 2012 - February 2013
Dynarex Corporation January 2010 - February 2012
Pelican Investment Management/Wand Partners March 2006 - December 2009
Brown Brothers Harriman February 1997 - June 2005
Skills
Lotus Notes, Outlook, Administrative..., Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Access, Office Administration, Travel Arrangements, Microsoft Word, Executive Support, Concur, Calendars, Expense Reports, Confidentiality, Calendaring
Education
Long Island University 2002 — 2005
M.B.A, Finance
Dominican College 1997 — 2000
B.S, Business Administration
Brian Hagan's Brown Brothers Harriman Experience September 2014 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Legal Services
Experience
Brown Brothers Harriman September 2014 - Present
JPMorgan Chase August 2011 - September 2014
Deutsche Bank September 2010 - August 2011
NYC Department of Buildings August 2009 - January 2010
NJ Superior Court - Hudson County January 2009 - June 2009
Skills
Equities, Investments, AML, Securities, Legal Writing, Legal Research, Risk Management, Financial Analysis
Education
New York Law School 2010 — 2011
LL.M., Financial Services Law
New York Law School 2007 — 2010
J.D.
Loyola University Maryland 2003 — 2007
B.A., Political Science, Spanish
Brown Brothers Harriman September 2014 - Present
JPMorgan Chase August 2011 - September 2014
Deutsche Bank September 2010 - August 2011
NYC Department of Buildings August 2009 - January 2010
NJ Superior Court - Hudson County January 2009 - June 2009
Skills
Equities, Investments, AML, Securities, Legal Writing, Legal Research, Risk Management, Financial Analysis
Education
New York Law School 2010 — 2011
LL.M., Financial Services Law
New York Law School 2007 — 2010
J.D.
Loyola University Maryland 2003 — 2007
B.A., Political Science, Spanish
Stephanie Ackerman's Brown Brothers Harriman Experience 2003 - 2006
Job Senior Compliance Associate at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management July 2010 - Present
Numeric Investors November 2007 - June 2010
brown brothers harriman 2003 - 2006
brown brothers harriman July 2001 - June 2003
Skills
Securities, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Bloomberg, Equities, Financial Services
Education
University of Texas at Brownsville 1999 — 2001
MBA
Johnson State College 1989 — 1993
Bachelor of Arts (BA), Psychology
PanAgora Asset Management July 2010 - Present
Numeric Investors November 2007 - June 2010
brown brothers harriman 2003 - 2006
brown brothers harriman July 2001 - June 2003
Skills
Securities, Hedge Funds, Risk Management, Alternative Investments, Mutual Funds, Bloomberg, Equities, Financial Services
Education
University of Texas at Brownsville 1999 — 2001
MBA
Johnson State College 1989 — 1993
Bachelor of Arts (BA), Psychology
Kathy Constanza's Brown Brothers Harriman Experience March 2001 - Present
Job Sr. Security Programmer/Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2001 - Present
AIG April 1998 - November 2000
Hess Corporation 1984 - 1998
Skills
Information Security..., Information Security, Disaster Recovery, SDLC, Mainframe, Incident Management, Security, Vendor Management, Business Continuity, IT Audit, Unix, IT Management, Financial Services, PMP, Vulnerability Management, Risk Management, SAS programming, SAS70, Top Secret, ACF2, RACF
Education
Business 1981 — 1982
System Administration
Katharine Gibbs School 1981 — 1982
Brown Brothers Harriman March 2001 - Present
AIG April 1998 - November 2000
Hess Corporation 1984 - 1998
Skills
Information Security..., Information Security, Disaster Recovery, SDLC, Mainframe, Incident Management, Security, Vendor Management, Business Continuity, IT Audit, Unix, IT Management, Financial Services, PMP, Vulnerability Management, Risk Management, SAS programming, SAS70, Top Secret, ACF2, RACF
Education
Business 1981 — 1982
System Administration
Katharine Gibbs School 1981 — 1982
Valerie Burns's Brown Brothers Harriman Experience June 2010 - February 2011
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Joseph P. Vitale's Brown Brothers Harriman Experience March 2010 - Present
Job VP/Line of Business Controller at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2010 - Present
JPMorgan September 2005 - November 2009
JPMorgan Chase March 2003 - September 2005
JPMorgan Chase August 2001 - March 2003
JPMorgan Chase March 1997 - August 2001
Chase Manhattan Corporation April 1993 - March 1997
Chemical Bank September 1989 - April 1993
Chemical Bank July 1988 - September 1989
Chemical Bank February 1986 - July 1988
Skills
Financial Services, Finance, Business Analysis, Financial Analysis, Securities
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1993
MBA, Finance
Kean University 1982 — 1986
BS, Accounting
Brown Brothers Harriman March 2010 - Present
JPMorgan September 2005 - November 2009
JPMorgan Chase March 2003 - September 2005
JPMorgan Chase August 2001 - March 2003
JPMorgan Chase March 1997 - August 2001
Chase Manhattan Corporation April 1993 - March 1997
Chemical Bank September 1989 - April 1993
Chemical Bank July 1988 - September 1989
Chemical Bank February 1986 - July 1988
Skills
Financial Services, Finance, Business Analysis, Financial Analysis, Securities
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1993
MBA, Finance
Kean University 1982 — 1986
BS, Accounting
Alina Romero's Brown Brothers Harriman Experience November 2007 - February 2010
Job VP IT Audit BNP Paribas
Industry Investment Banking
Experience
BNP Paribas May 2013 - Present
Barclays Capital October 2011 - May 2013
Morgan Stanley March 2010 - October 2011
Brown Brothers Harriman November 2007 - February 2010
Deloitte October 2004 - October 2007
Universidad January 2003 - January 2004
Colegio Menor June 1997 - July 2001
Skills
Internal Audit, Audit, IT Audit, CISA, Enterprise Risk..., Governance, Risk Management, Sarbanes-Oxley Act, Risk Assessment, Financial Risk, Operational Risk..., Business Process..., Sarbanes-Oxley, Internal Controls, Business Process, Process Improvement, Operational Risk, Auditing, Business Continuity, Information Security..., SDLC, Information Security, Information Technology
Education
Rensselaer Polytechnic Institute (RPI) 2001 — 2002
Master of Science, Computer Science
Universidad San Francisco de Quito 1993 — 1997
Bachelor of Science, Computer Science
Juniata College 1995 — 1996
BNP Paribas May 2013 - Present
Barclays Capital October 2011 - May 2013
Morgan Stanley March 2010 - October 2011
Brown Brothers Harriman November 2007 - February 2010
Deloitte October 2004 - October 2007
Universidad January 2003 - January 2004
Colegio Menor June 1997 - July 2001
Skills
Internal Audit, Audit, IT Audit, CISA, Enterprise Risk..., Governance, Risk Management, Sarbanes-Oxley Act, Risk Assessment, Financial Risk, Operational Risk..., Business Process..., Sarbanes-Oxley, Internal Controls, Business Process, Process Improvement, Operational Risk, Auditing, Business Continuity, Information Security..., SDLC, Information Security, Information Technology
Education
Rensselaer Polytechnic Institute (RPI) 2001 — 2002
Master of Science, Computer Science
Universidad San Francisco de Quito 1993 — 1997
Bachelor of Science, Computer Science
Juniata College 1995 — 1996
Christina Casini's Brown Brothers Harriman Experience August 2008 - April 2012
Job Officer; Trust Administrative Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management February 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2012 - January 2014
Brown Brothers Harriman August 2008 - April 2012
Guardian Trust May 2005 - December 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Banking, Microsoft Excel, Credit, Loans, Securities, PowerPoint, Microsoft Office, Customer Service, Risk Management, Microsoft Word, Financial Modeling, Sales, Management, Public Speaking, Research, Corporate Finance, Real Estate
Education
New York State Bankers Association's Trust School
James Madison University 2004 — 2008
Bachelor of Science, Interdisciplinary Liberal Studies, Minor: Economics and Minor: Education
Bridgewater Raritan High School
U.S. Trust, Bank of America Private Wealth Management February 2014 - Present
U.S. Trust, Bank of America Private Wealth Management May 2012 - January 2014
Brown Brothers Harriman August 2008 - April 2012
Guardian Trust May 2005 - December 2007
Skills
Financial Analysis, Investments, Strategic Financial..., Banking, Microsoft Excel, Credit, Loans, Securities, PowerPoint, Microsoft Office, Customer Service, Risk Management, Microsoft Word, Financial Modeling, Sales, Management, Public Speaking, Research, Corporate Finance, Real Estate
Education
New York State Bankers Association's Trust School
James Madison University 2004 — 2008
Bachelor of Science, Interdisciplinary Liberal Studies, Minor: Economics and Minor: Education
Bridgewater Raritan High School
Ramesh Alagarswamy's Brown Brothers Harriman Experience June 2010 - May 2012
Job Senior Sharepoint Developer at American Water
Industry Financial Services
Experience
American Water August 2014 - Present
NJ State of NJ - Judiciary June 2012 - July 2014
Brown Brothers Harriman June 2010 - May 2012
Ernst & Young March 2008 - May 2010
JP Morgan Chase 2001 - 2005
ITC Infotech 1999 - 2005
Skills
Lotus Domino, JavaScript, Lotus Notes, Requirements Analysis
Education
Madurai Kamaraj University 1989 — 1993
B.E
American Water August 2014 - Present
NJ State of NJ - Judiciary June 2012 - July 2014
Brown Brothers Harriman June 2010 - May 2012
Ernst & Young March 2008 - May 2010
JP Morgan Chase 2001 - 2005
ITC Infotech 1999 - 2005
Skills
Lotus Domino, JavaScript, Lotus Notes, Requirements Analysis
Education
Madurai Kamaraj University 1989 — 1993
B.E
Caryn Winterdal's Brown Brothers Harriman Experience January 2000 - March 2001
Job Executive Assistant/Research Coordinator/Operations
Industry Financial Services
Experience
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
Amarilis McLean's Brown Brothers Harriman Experience September 2010 - Present
Job BBH RIC Tax Manager
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
Ernst & Young July 2006 - September 2010
Skills
Tax, Hedge Funds, Private Equity, Asset Managment, Partnership Taxation, Tax Preparation, Tax Returns, Mutual Funds, Regulated Investment..., Securities, US GAAP
Education
Johnson & Wales University 2002 — 2006
Bachelor's, Accounting
Brown Brothers Harriman September 2010 - Present
Ernst & Young July 2006 - September 2010
Skills
Tax, Hedge Funds, Private Equity, Asset Managment, Partnership Taxation, Tax Preparation, Tax Returns, Mutual Funds, Regulated Investment..., Securities, US GAAP
Education
Johnson & Wales University 2002 — 2006
Bachelor's, Accounting
Tiffany Offley's Brown Brothers Harriman Experience December 2004 - Present
Job at
Industry Financial Services
Experience
Omgeo June 2015 - Present
Brown Brothers Harriman December 2004 - Present
Brown Brothers Harriman January 2000 - December 2004
Trammell Crow Company May 1999 - October 1999
Trammell Crow Company July 1997 - May 1999
The Finch Group January 1994 - February 1997
Skills
Access, Lotus Notes, Microsoft Excel, Microsoft Office, Process Improvement, Visio, Customer Service, PowerPoint, Project Management, PeopleSoft, Program Management, Microsoft Word, Outlook, Data Analysis
Education
Baystate College
Associate's degree, Business Administration and Management, General
Lesley University
Bachelor's degree, Human Services, General
Omgeo June 2015 - Present
Brown Brothers Harriman December 2004 - Present
Brown Brothers Harriman January 2000 - December 2004
Trammell Crow Company May 1999 - October 1999
Trammell Crow Company July 1997 - May 1999
The Finch Group January 1994 - February 1997
Skills
Access, Lotus Notes, Microsoft Excel, Microsoft Office, Process Improvement, Visio, Customer Service, PowerPoint, Project Management, PeopleSoft, Program Management, Microsoft Word, Outlook, Data Analysis
Education
Baystate College
Associate's degree, Business Administration and Management, General
Lesley University
Bachelor's degree, Human Services, General
Dawn Esposito-Bochis's Brown Brothers Harriman Experience 2010 - 2014
Job
Industry Financial Services
Experience
Credit Suisse Securities LLC October 2014 - Present
Brown Brothers Harriman 2010 - 2014
J.P. Morgan April 2006 - February 2010
Bears Stearns & Co. Inc. July 1992 - April 2006
Skills
Series 7, Series 9, series 10, Series 23, Series 63, Series 65, Securities, Investment Management, Systems Implementation, Initial Public Offerings, Bloomberg, Actimize, MyComplianceOffice (MCO), WoltersKluwer (CTI), FINRA, Investment Banking, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets
Education
Kean University
Bachelor of Science (BS), Finance and Financial Management Services
Credit Suisse Securities LLC October 2014 - Present
Brown Brothers Harriman 2010 - 2014
J.P. Morgan April 2006 - February 2010
Bears Stearns & Co. Inc. July 1992 - April 2006
Skills
Series 7, Series 9, series 10, Series 23, Series 63, Series 65, Securities, Investment Management, Systems Implementation, Initial Public Offerings, Bloomberg, Actimize, MyComplianceOffice (MCO), WoltersKluwer (CTI), FINRA, Investment Banking, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets
Education
Kean University
Bachelor of Science (BS), Finance and Financial Management Services
Jeremy Tatge's Brown Brothers Harriman Experience 2006 - 2011
Job Credit Administration Officer at Access National Bank
Industry Financial Services
Experience
Access National Bank 2012 - Present
Capitol National Factors Company 2011 - 2012
Brown Brothers Harriman 2006 - 2011
Access National Bank 2002 - 2005
Skills
Finance, Financial Modeling, Financial Analysis, Investments, Risk Management, Banking, Credit Analysis, Analysis, Commercial Lending, Corporate Finance
Education
Georgetown University
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), Economics
University of Copenhagen 2005 — 2005
International Business
Access National Bank 2012 - Present
Capitol National Factors Company 2011 - 2012
Brown Brothers Harriman 2006 - 2011
Access National Bank 2002 - 2005
Skills
Finance, Financial Modeling, Financial Analysis, Investments, Risk Management, Banking, Credit Analysis, Analysis, Commercial Lending, Corporate Finance
Education
Georgetown University
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), Economics
University of Copenhagen 2005 — 2005
International Business
Linda Nicholas's Brown Brothers Harriman Experience November 1996 - Present
Job Sr. Project Coordinator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 1996 - Present
Education
Kutztown University of Pennsylvania 1986 — 1990
BA
Brown Brothers Harriman November 1996 - Present
Education
Kutztown University of Pennsylvania 1986 — 1990
BA
Catherine Hoberg's Brown Brothers Harriman Experience 2012 - Present
Job Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2012 - Present
JPMorgan Chase January 2012 - April 2012
State Street Bank August 2004 - November 2011
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Finance, Financial Reporting, Derivatives, Securities
Education
Manhattan College 1995 — 1997
Master, Finance
Brown Brothers Harriman 2012 - Present
JPMorgan Chase January 2012 - April 2012
State Street Bank August 2004 - November 2011
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Finance, Financial Reporting, Derivatives, Securities
Education
Manhattan College 1995 — 1997
Master, Finance
Emilee Trotta's Brown Brothers Harriman Experience September 2015 - Present
Job Brown Brothers Harriman, Senior Accounting Specialist
Industry Accounting
Experience
Brown Brothers Harriman September 2015 - Present
CREI: Consolidated Real Estate Investments May 2015 - Present
Debra A. Erickson, P.A., CPA January 2015 - May 2015
CREI: Consolidated Real Estate Investments August 2013 - February 2014
Skills
QuickBooks, Customer Service, Microsoft Office, Photoshop, PowerPoint, Microsoft Word, UltraTax CS, Time Management, Team Leadership
Education
Loyola University New Orleans 2009 — 2013
Bachelor's Degree, Accounting
Loyola University New Orleans 2009 — 2013
Bachelor's Degree, Marketing
Brown Brothers Harriman September 2015 - Present
CREI: Consolidated Real Estate Investments May 2015 - Present
Debra A. Erickson, P.A., CPA January 2015 - May 2015
CREI: Consolidated Real Estate Investments August 2013 - February 2014
Skills
QuickBooks, Customer Service, Microsoft Office, Photoshop, PowerPoint, Microsoft Word, UltraTax CS, Time Management, Team Leadership
Education
Loyola University New Orleans 2009 — 2013
Bachelor's Degree, Accounting
Loyola University New Orleans 2009 — 2013
Bachelor's Degree, Marketing
Alyson Bishop's Brown Brothers Harriman Experience March 2013 - December 2013
Job User Services Representative at LogMeIn
Industry Marketing and Advertising
Experience
LogMeIn March 2014 - April 2015
Brown Brothers Harriman March 2013 - December 2013
nSphere May 2012 - September 2012
Mayfair on the Hill Salon June 2011 - November 2011
Beauty Plus Salon May 2008 - November 2009
Diane Farrell Congressional Campaign September 2008 - November 2008
Bill Finch Mayoral Campaign September 2008 - November 2008
Skills
SPSS, Sports Marketing, Facebook, Social Media Marketing, Social Media, Social Networking, PowerPoint, Microsoft Excel, Marketing, Market Research, Microsoft Word, Google Adwords, Marketing Strategy, Public Speaking, SEO, Public Relations
Education
General Assembly 2013 — 2013
Front End Development, Computer Programming
Suffolk University 2009 — 2011
Bachelor Science, Marketing
La Salle University 2007 — 2009
LogMeIn March 2014 - April 2015
Brown Brothers Harriman March 2013 - December 2013
nSphere May 2012 - September 2012
Mayfair on the Hill Salon June 2011 - November 2011
Beauty Plus Salon May 2008 - November 2009
Diane Farrell Congressional Campaign September 2008 - November 2008
Bill Finch Mayoral Campaign September 2008 - November 2008
Skills
SPSS, Sports Marketing, Facebook, Social Media Marketing, Social Media, Social Networking, PowerPoint, Microsoft Excel, Marketing, Market Research, Microsoft Word, Google Adwords, Marketing Strategy, Public Speaking, SEO, Public Relations
Education
General Assembly 2013 — 2013
Front End Development, Computer Programming
Suffolk University 2009 — 2011
Bachelor Science, Marketing
La Salle University 2007 — 2009
N. Owen Lake's Brown Brothers Harriman Experience September 2005 - March 2007
Job Financial Advisor
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC September 2011 - Present
Morgan Stanley April 2007 - November 2009
Brown Brothers Harriman September 2005 - March 2007
Skills
Series 7, 63, 65, 24, 55, NYS Life Insurance, Microsoft Excel,..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investments, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Investment Strategies, Series 65, Equities
Education
Liberty University 2008 — 2011
MBA, Accounting
Long Island University, Brooklyn Campus 1988 — 1993
BS, Finance
Financial Network Investment Corporation, Member SIPC September 2011 - Present
Morgan Stanley April 2007 - November 2009
Brown Brothers Harriman September 2005 - March 2007
Skills
Series 7, 63, 65, 24, 55, NYS Life Insurance, Microsoft Excel,..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investments, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Investment Strategies, Series 65, Equities
Education
Liberty University 2008 — 2011
MBA, Accounting
Long Island University, Brooklyn Campus 1988 — 1993
BS, Finance
Rachana Tippavajjula's Brown Brothers Harriman Experience May 2012 - September 2012
Job Software engineer at Casenet LLC
Industry Staffing and Recruiting
Experience
Casenet, LLC January 2013 - Present
Kforce Inc. May 2012 - January 2013
Fidelity Investments October 2012 - December 2012
Brown Brothers Harriman May 2012 - September 2012
Supreme Tech Solutions LLC May 2009 - February 2011
Walgreens June 2010 - September 2010
Cognizant Technology Solutions June 2010 - September 2010
AT&T May 2009 - June 2010
Dealer Tire February 2008 - May 2009
MurTech Consulting February 2008 - December 2008
Skills
JBoss Application Server, ATG Dynamo, Weblogic, Java Enterprise Edition, ATG, Oracle, Struts, Servlets, JSP, PL/SQL, SQL, Web Services, JDBC, Websphere, Java
Education
The University of Memphis 2006 — 2007
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology
Casenet, LLC January 2013 - Present
Kforce Inc. May 2012 - January 2013
Fidelity Investments October 2012 - December 2012
Brown Brothers Harriman May 2012 - September 2012
Supreme Tech Solutions LLC May 2009 - February 2011
Walgreens June 2010 - September 2010
Cognizant Technology Solutions June 2010 - September 2010
AT&T May 2009 - June 2010
Dealer Tire February 2008 - May 2009
MurTech Consulting February 2008 - December 2008
Skills
JBoss Application Server, ATG Dynamo, Weblogic, Java Enterprise Edition, ATG, Oracle, Struts, Servlets, JSP, PL/SQL, SQL, Web Services, JDBC, Websphere, Java
Education
The University of Memphis 2006 — 2007
Master of Science (MS), Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Information Technology
Bill Merisotis's Brown Brothers Harriman Experience 1990 - 1994
Job Programmer analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Baybank now Bank of Boston 1995 - 1996
Brown Brothers Harriman 1990 - 1994
Education
Riviere College 1980 — 1983
BS, Computer Science
Keene State College 1968 — 1972
Bachelor's degree, Trade and Industrial Teacher Education
Fidelity Investments 1996 - Present
Baybank now Bank of Boston 1995 - 1996
Brown Brothers Harriman 1990 - 1994
Education
Riviere College 1980 — 1983
BS, Computer Science
Keene State College 1968 — 1972
Bachelor's degree, Trade and Industrial Teacher Education
Venu hettur's Brown Brothers Harriman Experience June 2011 - Present
Job Software Architect at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman June 2011 - Present
OppenheimerFunds November 2003 - June 2011
Starz Entertainment June 1997 - November 1999
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Web Services, Weblogic
Education
Lamar University 1992 — 1995
Master of Science (M.S.), Environmental Science
Mysore University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
Brown Brothers Harriman June 2011 - Present
OppenheimerFunds November 2003 - June 2011
Starz Entertainment June 1997 - November 1999
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Web Services, Weblogic
Education
Lamar University 1992 — 1995
Master of Science (M.S.), Environmental Science
Mysore University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
Denise Golle's Brown Brothers Harriman Experience October 1987 - Present
Job International Banking at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman October 1987 - Present
Education
Loyola College in Maryland 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brown Brothers Harriman October 1987 - Present
Education
Loyola College in Maryland 1983 — 1987
Bachelor of Business Administration (BBA), Finance and Financial Management Services
damith veronica arboleda's Brown Brothers Harriman Experience November 2005 - April 2008
Job Administrative Assistant at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc April 2008 - Present
Brown Brothers Harriman November 2005 - April 2008
JPMorgan Chase September 1998 - November 2005
Skills
Microsoft Word, Excel,..., Customer Service, Microsoft Word, Administrative..., Microsoft Office, Research, Microsoft Excel, Banking
Education
Laguardia Community College
Santander Investment Securities Inc April 2008 - Present
Brown Brothers Harriman November 2005 - April 2008
JPMorgan Chase September 1998 - November 2005
Skills
Microsoft Word, Excel,..., Customer Service, Microsoft Word, Administrative..., Microsoft Office, Research, Microsoft Excel, Banking
Education
Laguardia Community College
Wayne H Ott's Brown Brothers Harriman Experience February 1998 - September 2003
Job Self Employed Consultant at EQ Plus
Industry Information Technology and Services
Experience
EQ Plus August 2012 - Present
C3i July 2008 - August 2012
Self Emplyed Consultant September 2003 - January 2008
C3i 2006 - 2008
Brown Brothers Harriman February 1998 - September 2003
ADP January 1996 - February 1998
Automatic Data Processing January 1993 - January 1996
Skills
Troubleshooting, Project Management, Management, Project Planning, Windows Server, Process Improvement, Business Analysis, Vendor Management, Program Management, Active Directory, Team Leadership, IT Service Management, IT Management, Service Delivery, Consulting
Education
Kean University
Bachelor of Science (BS), Economics & Managment Science
EQ Plus August 2012 - Present
C3i July 2008 - August 2012
Self Emplyed Consultant September 2003 - January 2008
C3i 2006 - 2008
Brown Brothers Harriman February 1998 - September 2003
ADP January 1996 - February 1998
Automatic Data Processing January 1993 - January 1996
Skills
Troubleshooting, Project Management, Management, Project Planning, Windows Server, Process Improvement, Business Analysis, Vendor Management, Program Management, Active Directory, Team Leadership, IT Service Management, IT Management, Service Delivery, Consulting
Education
Kean University
Bachelor of Science (BS), Economics & Managment Science
Scott Zinck's Brown Brothers Harriman Experience January 2010 - Present
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2010 - Present
State Street February 2009 - December 2010
Skills
Microsoft Office, Lotus Notes, Team Management, Managerial Skills, Account Management, Team-oriented, Client Relations Skills, Manage Client..., Client Development, Cross-functional Team..., Staff Development, Mutual Funds, Financial Regulation, Financial Services, Financial Audits, Financial Accounting, Hedge Accounting
Education
Keene State College 2004 — 2008
Business Administration and Management, General
Brown Brothers Harriman January 2010 - Present
State Street February 2009 - December 2010
Skills
Microsoft Office, Lotus Notes, Team Management, Managerial Skills, Account Management, Team-oriented, Client Relations Skills, Manage Client..., Client Development, Cross-functional Team..., Staff Development, Mutual Funds, Financial Regulation, Financial Services, Financial Audits, Financial Accounting, Hedge Accounting
Education
Keene State College 2004 — 2008
Business Administration and Management, General
Sarah McDaniel's Brown Brothers Harriman Experience 1997 - 2000
Job Managing Director Head of Wealth Strategies Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Morgan Stanley 2000 - 2006
Brown Brothers Harriman 1997 - 2000
Christie's 1990 - 1995
Skills
CFA, Fixed Income, Asset Management, Alternative Investments, Equities, Hedge Funds, Wealth Management, Asset Allocation, Private Equity, Securities, Management
Education
London Business School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (BA), Art History
The Taft School 1982 — 1986
Morgan Stanley 2006 - Present
Morgan Stanley 2000 - 2006
Brown Brothers Harriman 1997 - 2000
Christie's 1990 - 1995
Skills
CFA, Fixed Income, Asset Management, Alternative Investments, Equities, Hedge Funds, Wealth Management, Asset Allocation, Private Equity, Securities, Management
Education
London Business School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College 1986 — 1990
Bachelor of Arts (BA), Art History
The Taft School 1982 — 1986
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation