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
Brian Humberd Brian Humberd's Brown Brothers Harriman Experience January 2008 - February 2009
Job Account Executive
Industry Information Technology and Services
Experience
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Resilient Systems, Inc. December 2014 - March 2015
Oracle February 2013 - June 2014
Viacord September 2011 - January 2013
Brown Brothers Harriman January 2008 - February 2009
Pioneer Investments June 2005 - January 2008
Investors Bank & Trust September 1999 - June 2005
Skills
Salesforce.com, Sales, Business Development, Sales Process, Account Management, Lead Generation, SaaS, New Business Development, CRM, Leadership, Cold Calling, Solution Selling, Sales Operations, Enterprise Software, Selling, Direct Sales, Professional Services, Strategic Partnerships
Education
Merrimack College
Bachelor of Science (B.S.), Finance
Robert Manno Robert Manno's Brown Brothers Harriman Experience July 2014 - Present
Job .
Industry Banking
Experience
Mizuho Securities USA Inc. August 2015 - Present
Brown Brothers Harriman July 2014 - Present
Chili's September 2007 - Present
Chili's 2007 - 2014
Verizon Wireless March 2005 - February 2007
Skills
Highly self-motivated, Microsoft Excel, Microsoft Office, Microsoft Word, Determined to Succeed, Leadership, Always Willing to Learn, Customer Service, Finance
Education
Montclair State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Montclair State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Mizuho Securities USA Inc. August 2015 - Present
Brown Brothers Harriman July 2014 - Present
Chili's September 2007 - Present
Chili's 2007 - 2014
Verizon Wireless March 2005 - February 2007
Skills
Highly self-motivated, Microsoft Excel, Microsoft Office, Microsoft Word, Determined to Succeed, Leadership, Always Willing to Learn, Customer Service, Finance
Education
Montclair State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Montclair State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Ryana S. Barbosa Ryana S. Barbosa's Brown Brothers Harriman Experience October 2011 - June 2012
Job Partner Operations Specialist | Community Partnerships and MBA Candidate
Industry Education Management
Experience
Oakland Unified School District/Oakland Public Education Fund August 2015 - Present
Oakland Unified School District September 2014 - June 2015
Oakland Unified School District/ AmeriCorps VISTA August 2013 - August 2014
Merrill Lynch June 2012 - July 2013
Brown Brothers Harriman October 2011 - June 2012
Gap Inc./Banana Republic May 2008 - May 2012
Aquidneck Island Land Trust June 2011 - August 2011
Newport Performing Arts Center May 2010 - August 2010
Skills
Business Strategy, Management, Sales, Microsoft Word, PowerPoint, Project Planning, Social Media, Microsoft Excel, Access, Financial Services, Banking, Research, International Relations, Microsoft Office
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Management, Global Business, International Studies
Portsmouth Abbey School 2003 — 2007
High School Degree
San Francisco State University
Master of Business Administration (M.B.A.), Nonprofit and Social Enterprise Leadership
Oakland Unified School District/Oakland Public Education Fund August 2015 - Present
Oakland Unified School District September 2014 - June 2015
Oakland Unified School District/ AmeriCorps VISTA August 2013 - August 2014
Merrill Lynch June 2012 - July 2013
Brown Brothers Harriman October 2011 - June 2012
Gap Inc./Banana Republic May 2008 - May 2012
Aquidneck Island Land Trust June 2011 - August 2011
Newport Performing Arts Center May 2010 - August 2010
Skills
Business Strategy, Management, Sales, Microsoft Word, PowerPoint, Project Planning, Social Media, Microsoft Excel, Access, Financial Services, Banking, Research, International Relations, Microsoft Office
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Management, Global Business, International Studies
Portsmouth Abbey School 2003 — 2007
High School Degree
San Francisco State University
Master of Business Administration (M.B.A.), Nonprofit and Social Enterprise Leadership
Kaitlin Ellis Kaitlin Ellis's Brown Brothers Harriman Experience September 2012 - August 2014
Job Certificate Candidate at Mills College Post Baccalaureate Premedical Program
Industry
Experience
Brown Brothers Harriman September 2012 - August 2014
Education
Mills College 2014 — 2016
Post Baccalaureate Premedical Program
Williams College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Brown Brothers Harriman September 2012 - August 2014
Education
Mills College 2014 — 2016
Post Baccalaureate Premedical Program
Williams College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
MICHAEL WAYNE DOUGLAS MICHAEL WAYNE DOUGLAS's Brown Brothers Harriman Experience March 2001 - April 2006
Job customer account executive at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable April 2006 - Present
Brown Brothers Harriman March 2001 - April 2006
Brown Brothers Harriman April 1999 - March 2001
Skills
Technical Support, Client Service Oriented, Risk Management, Solution Focused, Operating Efficiencies, Financial Reporting, Team-oriented, Financial Market..., Technical Product Sales, Document Processing, Compliance, Customer Focused..., Troubleshooting, Retention Strategies, Telecommunications..., Persuasive Presentations, Operations Research, Client Services
Education
North Shore Community College 2009 — 2014
Associate's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College
Associate's degree, Business, Management, Marketing, and Related Support Services
Comcast Cable April 2006 - Present
Brown Brothers Harriman March 2001 - April 2006
Brown Brothers Harriman April 1999 - March 2001
Skills
Technical Support, Client Service Oriented, Risk Management, Solution Focused, Operating Efficiencies, Financial Reporting, Team-oriented, Financial Market..., Technical Product Sales, Document Processing, Compliance, Customer Focused..., Troubleshooting, Retention Strategies, Telecommunications..., Persuasive Presentations, Operations Research, Client Services
Education
North Shore Community College 2009 — 2014
Associate's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College
Associate's degree, Business, Management, Marketing, and Related Support Services
Ari Strock's Brown Brothers Harriman Experience May 2011 - September 2011
Job Senior Business Technology Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
Manny Sainas Manny Sainas's Brown Brothers Harriman Experience October 2008 - September 2009
Job Risk Management Data Business Analyst at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2014 - Present
DTCC September 2009 - Present
Brown Brothers Harriman October 2008 - September 2009
Brown Brothers Harriman June 2005 - October 2008
Skills
Equities, Derivatives, Financial Services, Operational Risk, Risk Assessment, Risk Management, Internal Audit, Corporate Actions, Business Analysis, Analysis, Process Improvement, Financial Risk
Education
Montclair State University 2000 — 2004
Bachelor's Degree, Finance, 3.31
The Depository Trust & Clearing Corporation September 2014 - Present
DTCC September 2009 - Present
Brown Brothers Harriman October 2008 - September 2009
Brown Brothers Harriman June 2005 - October 2008
Skills
Equities, Derivatives, Financial Services, Operational Risk, Risk Assessment, Risk Management, Internal Audit, Corporate Actions, Business Analysis, Analysis, Process Improvement, Financial Risk
Education
Montclair State University 2000 — 2004
Bachelor's Degree, Finance, 3.31
David Legere David Legere's Brown Brothers Harriman Experience March 2003 - Present
Job VP Operations Corporate Actions Income Collection & Tax at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2003 - Present
Education
Merrimack College 1998 — 2003
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman March 2003 - Present
Education
Merrimack College 1998 — 2003
Bachelor of Science in Business Administration, Finance
Kyle Doherty's Brown Brothers Harriman Experience November 2013 - November 2014
Job Investment Operations Specialist
Industry Investment Management
Experience
Acadian Asset Management November 2014 - Present
Brown Brothers Harriman November 2013 - November 2014
Brown Brothers Harriman January 2013 - November 2013
Waste Management August 2012 - October 2012
Legacy Financial Group & Physicians Wealth Management January 2011 - December 2011
Henry Schein May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Outlook, Access, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Stata, Photoshop, Morningstar, Bloomberg
Education
Miami University 2006 — 2010
Bachelor's degree, Economics
Acadian Asset Management November 2014 - Present
Brown Brothers Harriman November 2013 - November 2014
Brown Brothers Harriman January 2013 - November 2013
Waste Management August 2012 - October 2012
Legacy Financial Group & Physicians Wealth Management January 2011 - December 2011
Henry Schein May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft SQL Server, PowerPoint, Outlook, Access, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Stata, Photoshop, Morningstar, Bloomberg
Education
Miami University 2006 — 2010
Bachelor's degree, Economics
Veronica Farrell Veronica Farrell's Brown Brothers Harriman Experience June 2004 - Present
Job
Industry
Experience
Brown Brothers Harriman June 2004 - Present
Skills
Management, Microsoft Excel, Research, Microsoft Office, Social Media, Process Improvement, PowerPoint, Community Outreach, Customer Service, Fundraising, Public Speaking, Financial Analysis, Leadership, Teaching, Microsoft Word
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), Communication and Media Studies
Brown Brothers Harriman June 2004 - Present
Skills
Management, Microsoft Excel, Research, Microsoft Office, Social Media, Process Improvement, PowerPoint, Community Outreach, Customer Service, Fundraising, Public Speaking, Financial Analysis, Leadership, Teaching, Microsoft Word
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), Communication and Media Studies
Steven Azzarito Steven Azzarito's Brown Brothers Harriman Experience December 2013 - Present
Job Consultant, Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2013 - Present
The Cheesecake Factory August 2013 - February 2015
Barking Dog Ale House December 2012 - July 2013
US Navy May 2005 - April 2010
Oneida Nation Enterprises, Turning Stone Resort and Casino November 2000 - April 2005
Skills
Restaurants, Food & Beverage, Food Service, Bartending, Time Management, Social Media, Micros, Cash Register, Sanitation, ServSafe, Customer Satisfaction
Education
Suffolk University - Sawyer Business School 2015 — 2017
MBA & MSF
University of Massachusetts at Lowell 2010 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Finance & Management, 3.2
Mohawk Valley Community College 2003 — 2005
Certificate, Welding
Brown Brothers Harriman December 2013 - Present
The Cheesecake Factory August 2013 - February 2015
Barking Dog Ale House December 2012 - July 2013
US Navy May 2005 - April 2010
Oneida Nation Enterprises, Turning Stone Resort and Casino November 2000 - April 2005
Skills
Restaurants, Food & Beverage, Food Service, Bartending, Time Management, Social Media, Micros, Cash Register, Sanitation, ServSafe, Customer Satisfaction
Education
Suffolk University - Sawyer Business School 2015 — 2017
MBA & MSF
University of Massachusetts at Lowell 2010 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Finance & Management, 3.2
Mohawk Valley Community College 2003 — 2005
Certificate, Welding
Andrew Lak Andrew Lak's Brown Brothers Harriman Experience April 2012 - August 2013
Job Staff Accountant & MSA Student
Industry Accounting
Experience
Edward C. David & Company CPAs PLLC October 2014 - Present
NFS Leasing March 2014 - August 2014
Barkan Management Co., Inc. August 2013 - March 2014
Brown Brothers Harriman April 2012 - August 2013
Bertucci's May 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Finance, Account Reconciliation, Mutual Funds, Financial Services, Financial Accounting, Economics, Private Equity, Securities, US GAAP, Microsoft Excel, Capital Markets, Financial Statements, Cash Flow, Internal Audit, Budgets, Consolidation, Auditing, IFRS, Managerial Finance, Internal Controls, Financial Audits, Variance Analysis, Tax
Education
Merrimack College 2015 — 2017
Master's Degree, Accounting
University of Massachusetts Lowell 2008 — 2011
Bachelor of Arts (BA), Economics
University of Massachusetts Dartmouth 2007 — 2008
N/A, Civil Engineering
Edward C. David & Company CPAs PLLC October 2014 - Present
NFS Leasing March 2014 - August 2014
Barkan Management Co., Inc. August 2013 - March 2014
Brown Brothers Harriman April 2012 - August 2013
Bertucci's May 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Finance, Account Reconciliation, Mutual Funds, Financial Services, Financial Accounting, Economics, Private Equity, Securities, US GAAP, Microsoft Excel, Capital Markets, Financial Statements, Cash Flow, Internal Audit, Budgets, Consolidation, Auditing, IFRS, Managerial Finance, Internal Controls, Financial Audits, Variance Analysis, Tax
Education
Merrimack College 2015 — 2017
Master's Degree, Accounting
University of Massachusetts Lowell 2008 — 2011
Bachelor of Arts (BA), Economics
University of Massachusetts Dartmouth 2007 — 2008
N/A, Civil Engineering
Betsey Foley Betsey Foley's Brown Brothers Harriman Experience June 2012 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman &Co March 1999 - Present
Mutual Fund Systems March 1999 - January 2007
Putnam Investments September 1997 - March 1999
Fidelity Investments Institutional Services June 1995 - September 1997
DST Systems Inc November 1993 - May 1995
The Shareholder Services Group October 1992 - November 1993
Massachusetts Financial Services Company May 1987 - March 1992
Kidder Peabody & Co., Inc April 1985 - May 1987
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services
Education
Northeastern University 2013 — 2014
MBA Certificate, Advanced Management Studies
Merrimack College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman &Co March 1999 - Present
Mutual Fund Systems March 1999 - January 2007
Putnam Investments September 1997 - March 1999
Fidelity Investments Institutional Services June 1995 - September 1997
DST Systems Inc November 1993 - May 1995
The Shareholder Services Group October 1992 - November 1993
Massachusetts Financial Services Company May 1987 - March 1992
Kidder Peabody & Co., Inc April 1985 - May 1987
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services
Education
Northeastern University 2013 — 2014
MBA Certificate, Advanced Management Studies
Merrimack College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
sophie yona sophie yona's Brown Brothers Harriman Experience January 2011 - Present
Job Investors Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2011 - Present
Morgan Stanley December 2003 - December 2011
Morgan Stanley 2003 - 2011
Skills
Analysis, Access, Fixed Income, Strategic Financial..., Financial Modeling, Databases, CRM, MS Project, Banking, Microsoft Excel, Financial Analysis, Business Analysis, Financial Services, Risk Management, Finance, Strategic Planning, Microsoft Office, Investments, Financial Planning, Customer Service
Education
Monroe College 1999 — 2003
BS, MIS
Brown Brothers Harriman January 2011 - Present
Morgan Stanley December 2003 - December 2011
Morgan Stanley 2003 - 2011
Skills
Analysis, Access, Fixed Income, Strategic Financial..., Financial Modeling, Databases, CRM, MS Project, Banking, Microsoft Excel, Financial Analysis, Business Analysis, Financial Services, Risk Management, Finance, Strategic Planning, Microsoft Office, Investments, Financial Planning, Customer Service
Education
Monroe College 1999 — 2003
BS, MIS
Karran Riley Karran Riley's Brown Brothers Harriman Experience February 2003 - Present
Job AVP Mutual Funds Trader at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman February 2003 - Present
Brown Brothers Harriman May 2001 - February 2003
Rite Aid September 1999 - May 2001
Education
Monroe College 2009 — 2011
MBA, Finance, A 4.0
Brown Brothers Harriman February 2003 - Present
Brown Brothers Harriman May 2001 - February 2003
Rite Aid September 1999 - May 2001
Education
Monroe College 2009 — 2011
MBA, Finance, A 4.0
Tom Martin, CFA Tom Martin, CFA's Brown Brothers Harriman Experience December 2011 - Present
Job Investment Strategy Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Anne Lahey Kehl's Brown Brothers Harriman Experience September 1979 - October 1986
Job
Industry Investment Management
Experience
Lassus Wherley & Associates April 2008 - June 2014
Beacon Trust Company November 1988 - December 2007
Brown Brothers Harriman September 1979 - October 1986
Skills
Portfolio Management, Investment Advisory, Investment Management
Education
Middlebury College 1971 — 1973
M.A.
Middlebury College 1967 — 1971
B.A.
Lassus Wherley & Associates April 2008 - June 2014
Beacon Trust Company November 1988 - December 2007
Brown Brothers Harriman September 1979 - October 1986
Skills
Portfolio Management, Investment Advisory, Investment Management
Education
Middlebury College 1971 — 1973
M.A.
Middlebury College 1967 — 1971
B.A.
Caroline Moynihan Caroline Moynihan's Brown Brothers Harriman Experience June 2015 - August 2015
Job Intern Private Banking, Lending Division at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 2015 - August 2015
Pixopolitan September 2014 - November 2014
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics & French
Université Denis Diderot (Paris VII) 2014 — 2015
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Middlebury-Monterey Language Academy 2011 — 2011
Wellesley High School 2008 — 2012
Brown Brothers Harriman June 2015 - August 2015
Pixopolitan September 2014 - November 2014
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics & French
Université Denis Diderot (Paris VII) 2014 — 2015
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Middlebury-Monterey Language Academy 2011 — 2011
Wellesley High School 2008 — 2012
Eric Merrigan Eric Merrigan's Brown Brothers Harriman Experience November 2014 - Present
Job NAV Hub Analysis | Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2014 - Present
Self-Employed July 2013 - May 2014
Ocean Edge Resort and Golf Club May 2012 - August 2012
Pate's Restaurant May 2012 - August 2012
Pavan Construction May 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Time Management, Microsoft Excel, Access, Managerial Finance, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Outlook, Analysis
Education
Miami University 2010 — 2014
Bachelor of Science, Finance, General, Major GPA: 3.81 Cumulative GPA: 3.51
Miami University Dolibois European Study Abroad Program, Differdange, Luxembourg 2012 — 2012
Acton-Boxborough Regional High School 2006 — 2010
High School Diploma
Brown Brothers Harriman November 2014 - Present
Self-Employed July 2013 - May 2014
Ocean Edge Resort and Golf Club May 2012 - August 2012
Pate's Restaurant May 2012 - August 2012
Pavan Construction May 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Time Management, Microsoft Excel, Access, Managerial Finance, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Outlook, Analysis
Education
Miami University 2010 — 2014
Bachelor of Science, Finance, General, Major GPA: 3.81 Cumulative GPA: 3.51
Miami University Dolibois European Study Abroad Program, Differdange, Luxembourg 2012 — 2012
Acton-Boxborough Regional High School 2006 — 2010
High School Diploma
Brian Barron, CFA Brian Barron, CFA's Brown Brothers Harriman Experience June 2012 - July 2012
Job Investment Risk Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Samuel Burns Samuel Burns's Brown Brothers Harriman Experience 2015 - Present
Job Senior Cash Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2015 - Present
Brown Brothers Harriman May 2013 - 2015
TICO October 2012 - May 2013
NovaSterilis May 2011 - August 2012
Skills
Digital Marketing, Microsoft Office, Accounting, Data Transfer, Employee Relations, Social Media Marketing, Creative Solutions, Business Development, Friendly Personality, Prioritize Workload, Social Media, Creativity, Electrical Engineering, Customer Service, Photoshop, Fast-paced, Community Development, Currency Exchange, Mechanical Engineering
Education
Mansfield University of Pennsylvania 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Tompkins Cortland Community College 2007 — 2009
Associate of Applied Science in Sports Management
Brown Brothers Harriman 2015 - Present
Brown Brothers Harriman May 2013 - 2015
TICO October 2012 - May 2013
NovaSterilis May 2011 - August 2012
Skills
Digital Marketing, Microsoft Office, Accounting, Data Transfer, Employee Relations, Social Media Marketing, Creative Solutions, Business Development, Friendly Personality, Prioritize Workload, Social Media, Creativity, Electrical Engineering, Customer Service, Photoshop, Fast-paced, Community Development, Currency Exchange, Mechanical Engineering
Education
Mansfield University of Pennsylvania 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Tompkins Cortland Community College 2007 — 2009
Associate of Applied Science in Sports Management
Jake Barbour Jake Barbour's Brown Brothers Harriman Experience February 2014 - Present
Job Trade Managment Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Preview Properties May 2013 - February 2014
State of California Department of Parks and Recreation June 2008 - February 2013
Northwestern Mutual Financial Network April 2011 - October 2011
ACN Inc March 2009 - March 2010
Banana Republic Factory Outlet July 2007 - January 2010
Skills
Excel, Word, Access, Financial Planning, Asset Management, Time Management, PowerPoint, Financial Analysis, Strategic Financial..., Data Entry, Microsoft Word, Microsoft Excel, Accounting, Customer Service, Negotiation, Finance, Leadership, Management
Education
University of California, Riverside 2010 — 2012
BS, Business Administration: Finance
MiraCosta College 2008 — 2010
AA, Business Administration
Brown Brothers Harriman February 2014 - Present
Preview Properties May 2013 - February 2014
State of California Department of Parks and Recreation June 2008 - February 2013
Northwestern Mutual Financial Network April 2011 - October 2011
ACN Inc March 2009 - March 2010
Banana Republic Factory Outlet July 2007 - January 2010
Skills
Excel, Word, Access, Financial Planning, Asset Management, Time Management, PowerPoint, Financial Analysis, Strategic Financial..., Data Entry, Microsoft Word, Microsoft Excel, Accounting, Customer Service, Negotiation, Finance, Leadership, Management
Education
University of California, Riverside 2010 — 2012
BS, Business Administration: Finance
MiraCosta College 2008 — 2010
AA, Business Administration
Angela Connaghan Angela Connaghan's Brown Brothers Harriman Experience February 2007 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2007 - Present
Skills
Financial Analysis, Banking, Customer Service, Financial Modeling, Equities, Marketing Strategy, Financial Services, Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, Sales
Education
Mitchell College
Brown Brothers Harriman February 2007 - Present
Skills
Financial Analysis, Banking, Customer Service, Financial Modeling, Equities, Marketing Strategy, Financial Services, Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, Sales
Education
Mitchell College
Josh LaPointe's Brown Brothers Harriman Experience September 2015 - Present
Job Assistant Vice President at Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman September 2015 - Present
State Street April 2012 - August 2015
State Street May 2011 - April 2012
State Street October 2008 - May 2011
State Street July 2007 - September 2008
Investors Bank and Trust May 2006 - July 2007
Skills
Mutual Funds, Accounting, Fixed Income, Securities, Financial Services, Fund Accounting, Equities, Fund Administration, Valuation, System Conversion, Business Transformation, Team Leadership, Team Development, Investments, Financial Reporting
Education
Northeastern University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Massachusetts Bay Community College 2001 — 2002
Business Administration and Management, General
Brown Brothers Harriman September 2015 - Present
State Street April 2012 - August 2015
State Street May 2011 - April 2012
State Street October 2008 - May 2011
State Street July 2007 - September 2008
Investors Bank and Trust May 2006 - July 2007
Skills
Mutual Funds, Accounting, Fixed Income, Securities, Financial Services, Fund Accounting, Equities, Fund Administration, Valuation, System Conversion, Business Transformation, Team Leadership, Team Development, Investments, Financial Reporting
Education
Northeastern University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Massachusetts Bay Community College 2001 — 2002
Business Administration and Management, General
Dennis Murtha, CPA Dennis Murtha, CPA's Brown Brothers Harriman Experience January 2000 - September 2000
Job Senior Assurance Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC September 2003 - Present
Brown Brothers Harriman January 2000 - September 2000
Merrill Lynch September 1998 - January 2000
Skills
Auditing, GAAP, US GAAP, Income Tax, Tax, Tax Preparation, Financial Reporting, Financial Statements, Accounting, Internal Controls, QuickBooks, Partnership Taxation, General Ledger, Sales Tax, Consolidation, Hedge Funds, Financial Audits, Payroll, CPA, Tax Returns, Assurance, Financial Services, Bookkeeping, CCH ProSystem fx, Small Business
Education
Monmouth University 2001 — 2003
Masters of Business Administration, Accounting
Monmouth University
BS, Business Administration concentration in Management
Untracht Early LLC September 2003 - Present
Brown Brothers Harriman January 2000 - September 2000
Merrill Lynch September 1998 - January 2000
Skills
Auditing, GAAP, US GAAP, Income Tax, Tax, Tax Preparation, Financial Reporting, Financial Statements, Accounting, Internal Controls, QuickBooks, Partnership Taxation, General Ledger, Sales Tax, Consolidation, Hedge Funds, Financial Audits, Payroll, CPA, Tax Returns, Assurance, Financial Services, Bookkeeping, CCH ProSystem fx, Small Business
Education
Monmouth University 2001 — 2003
Masters of Business Administration, Accounting
Monmouth University
BS, Business Administration concentration in Management
Mark Silvestri Mark Silvestri's Brown Brothers Harriman Experience August 2014 - Present
Job Surveillance Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Tradition Capital Management September 2013 - August 2014
E*TRADE Financial September 2011 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Social Media Marketing, Marketing, Investments, Customer Service, Data Analysis, Analysis, Advertising, Access, Financial Analysis
Education
Montclair State University 2007 — 2011
Bachelor of Science (BS), Sociology
Brown Brothers Harriman August 2014 - Present
Tradition Capital Management September 2013 - August 2014
E*TRADE Financial September 2011 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Social Media Marketing, Marketing, Investments, Customer Service, Data Analysis, Analysis, Advertising, Access, Financial Analysis
Education
Montclair State University 2007 — 2011
Bachelor of Science (BS), Sociology
Natalija Jovanovic's Brown Brothers Harriman Experience September 2011 - December 2014
Job Bringing great ideas to reality, now
Industry Financial Services
Experience
AIG January 2015 - Present
Self Employed September 2012 - Present
Brown Brothers Harriman September 2011 - December 2014
McKinsey & Company September 2008 - September 2011
MIT February 2003 - June 2008
MIT June 2007 - August 2007
Skills
Entrepreneurship, Management Consulting, Project Management, Management, Integration, Analysis, Research, Strategic Planning, Negotiation, Performance Management, Mergers & Acquisitions, Business Strategy, Business Development, Data Analysis, Program Management, Forecasting, Microsoft Office, Problem Solving, Operations Management, Change Management, New Business Development, Cross-functional Team..., Risk Management, Business Analysis
Education
Massachusetts Institute of Technology 2005 — 2008
ScD
Massachusetts Institute of Technology 2002 — 2005
MS
University of Illinois at Chicago 1998 — 2002
BS
AIG January 2015 - Present
Self Employed September 2012 - Present
Brown Brothers Harriman September 2011 - December 2014
McKinsey & Company September 2008 - September 2011
MIT February 2003 - June 2008
MIT June 2007 - August 2007
Skills
Entrepreneurship, Management Consulting, Project Management, Management, Integration, Analysis, Research, Strategic Planning, Negotiation, Performance Management, Mergers & Acquisitions, Business Strategy, Business Development, Data Analysis, Program Management, Forecasting, Microsoft Office, Problem Solving, Operations Management, Change Management, New Business Development, Cross-functional Team..., Risk Management, Business Analysis
Education
Massachusetts Institute of Technology 2005 — 2008
ScD
Massachusetts Institute of Technology 2002 — 2005
MS
University of Illinois at Chicago 1998 — 2002
BS
Jenna J. Witter Jenna J. Witter's Brown Brothers Harriman Experience September 2014 - Present
Job Trade Management/Lead Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Coca-Cola Amatil August 2013 - December 2013
TD Waterhouse June 2013 - December 2013
Manchester United September 2012 - December 2012
Pool Personnel Inc. June 2007 - June 2012
My UniUni September 2011 - December 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Critical Thinking, Time Management, Creative Problem Solving, Red Cross Certified, First Aid, AED, Highly personable, Always Punctual, Non-profit Volunteer, Soccer, Minitab, Public Speaking, Social Media, Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
University of Melbourne 2013 — 2013
Bachelor of Commerce (B.Com.), Finance
Brown Brothers Harriman September 2014 - Present
Coca-Cola Amatil August 2013 - December 2013
TD Waterhouse June 2013 - December 2013
Manchester United September 2012 - December 2012
Pool Personnel Inc. June 2007 - June 2012
My UniUni September 2011 - December 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Critical Thinking, Time Management, Creative Problem Solving, Red Cross Certified, First Aid, AED, Highly personable, Always Punctual, Non-profit Volunteer, Soccer, Minitab, Public Speaking, Social Media, Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
University of Melbourne 2013 — 2013
Bachelor of Commerce (B.Com.), Finance
Calvin Francis's Brown Brothers Harriman Experience November 2005 - July 2006
Job Procurement Associate at Siemens IT Solutions and Services
Industry Information Technology and Services
Experience
Siemens IT Solutions and Services July 2006 - Present
Siemens IT Solutions and Services July 2006 - Present
Siemens Business Services July 2006 - Present
Cambridge Corporate Services July 2001 - Present
Alphanet Solutions August 1999 - Present
Adecco November 1997 - Present
Brown Brothers Harriman November 2005 - July 2006
Brown Brothers Harriman November 2005 - July 2006
Morgan Stanley July 2001 - November 2005
Alphanet Solutions August 1999 - February 2001
Skills
Inventory Management, Vendor Relations, Sourcing, Procurement, Purchasing, Drug Technician, BAT (Breath Alcohol..., DOT Technician, Phlebotomy
Education
Monroe Community College
BA, Business Administration -Pending
Monroe College
Bachelors, Business Administration
Siemens IT Solutions and Services July 2006 - Present
Siemens IT Solutions and Services July 2006 - Present
Siemens Business Services July 2006 - Present
Cambridge Corporate Services July 2001 - Present
Alphanet Solutions August 1999 - Present
Adecco November 1997 - Present
Brown Brothers Harriman November 2005 - July 2006
Brown Brothers Harriman November 2005 - July 2006
Morgan Stanley July 2001 - November 2005
Alphanet Solutions August 1999 - February 2001
Skills
Inventory Management, Vendor Relations, Sourcing, Procurement, Purchasing, Drug Technician, BAT (Breath Alcohol..., DOT Technician, Phlebotomy
Education
Monroe Community College
BA, Business Administration -Pending
Monroe College
Bachelors, Business Administration
Chris McChesney Chris McChesney's Brown Brothers Harriman Experience January 2012 - Present
Job Global Head of Alternative Fund Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2010 - April 2012
Brown Brothers Harriman & Co. January 2007 - December 2009
Brown Brothers Harriman May 2001 - December 2006
Engage December 1999 - April 2001
Boston Consulting Group 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Product Management, Business Development, Strategy, Hedge Funds, Business Strategy, Product Marketing, Private Equity, Asset Management, Financial Services, Alternative Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Middlebury College 1989 — 1993
BA, Economics
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2010 - April 2012
Brown Brothers Harriman & Co. January 2007 - December 2009
Brown Brothers Harriman May 2001 - December 2006
Engage December 1999 - April 2001
Boston Consulting Group 1995 - 1997
Coopers & Lybrand 1993 - 1995
Skills
Product Management, Business Development, Strategy, Hedge Funds, Business Strategy, Product Marketing, Private Equity, Asset Management, Financial Services, Alternative Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Middlebury College 1989 — 1993
BA, Economics
Ryan Daily Ryan Daily's Brown Brothers Harriman Experience March 2013 - October 2013
Job Operations Analyst Internal Control/Reconciliation at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald October 2013 - Present
Brown Brothers Harriman March 2013 - October 2013
Fifth Season Resturant August 2012 - February 2013
Daiwa Securities Capital Markets May 2010 - July 2010
Skills
Account Reconciliation, Internal Controls, Financial Modeling, Equities, Fixed Income, Microsoft Excel, VBA, Phase III, ETFs, International..., ADRs, Wire Transfers, Corporate Actions, Bloomberg Terminal, Financial Analysis, Security Setup
Education
Manhattan College 2008 — 2012
Finance/Economics
Cantor Fitzgerald October 2013 - Present
Brown Brothers Harriman March 2013 - October 2013
Fifth Season Resturant August 2012 - February 2013
Daiwa Securities Capital Markets May 2010 - July 2010
Skills
Account Reconciliation, Internal Controls, Financial Modeling, Equities, Fixed Income, Microsoft Excel, VBA, Phase III, ETFs, International..., ADRs, Wire Transfers, Corporate Actions, Bloomberg Terminal, Financial Analysis, Security Setup
Education
Manhattan College 2008 — 2012
Finance/Economics
Joseph Broderick Joseph Broderick's Brown Brothers Harriman Experience January 2015 - Present
Job Client Account Manager at Brown Brothers Harriman
Industry Hospitality
Experience
Brown Brothers Harriman January 2015 - Present
State Street May 2014 - January 2015
Towne Park Systems December 2013 - May 2014
Curbside Hospitality March 2012 - December 2013
Skills
Leadership, Operating Budgets, Account Management, Customer Satisfaction, Office Administration
Education
Merrimack College 2004 — 2011
Bachelor's degree, Business Administration and Management, General
Brown Brothers Harriman January 2015 - Present
State Street May 2014 - January 2015
Towne Park Systems December 2013 - May 2014
Curbside Hospitality March 2012 - December 2013
Skills
Leadership, Operating Budgets, Account Management, Customer Satisfaction, Office Administration
Education
Merrimack College 2004 — 2011
Bachelor's degree, Business Administration and Management, General
Robert F. Merullo Robert F. Merullo's Brown Brothers Harriman Experience 1994 - 1996
Job Equity Trader in Private Practice
Industry Financial Services
Experience
Private Practice September 2001 - Present
Seaboard Securities Inc. 2008 - 2009
Herzog Heine & Geduld February 1997 - August 2001
Morgan Stanley 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Equities, Trading, Equity Trading, Trading Strategies, Options, Series 7, Equity Derivatives, Trading Systems, Electronic Trading, Wealth Management, Financial Markets, Proprietary Trading, Bloomberg, Series 63, Derivatives, Capital Markets, ETFs, Hedge Funds, Investment Management, Market Making, Traders, Series 55, Microsoft Office, Technical Analysis, Series 3, Reuters, Tennis Pro, Real Tick, The Hammer, Carlin Trader, Lightspeed, Fusion, FOREX, FINRA, Foreign Exchange, Alternative Investments, Volatility, Series 24, Securities, Investments, Fixed Income, Asset Management, Portfolio Management, Finance, Investment Banking, Risk Management, equity execution
Education
Merrimack College 1989 — 1993
B.S., Business Management / Finance
Private Practice September 2001 - Present
Seaboard Securities Inc. 2008 - 2009
Herzog Heine & Geduld February 1997 - August 2001
Morgan Stanley 1996 - 1997
Brown Brothers Harriman 1994 - 1996
Skills
Equities, Trading, Equity Trading, Trading Strategies, Options, Series 7, Equity Derivatives, Trading Systems, Electronic Trading, Wealth Management, Financial Markets, Proprietary Trading, Bloomberg, Series 63, Derivatives, Capital Markets, ETFs, Hedge Funds, Investment Management, Market Making, Traders, Series 55, Microsoft Office, Technical Analysis, Series 3, Reuters, Tennis Pro, Real Tick, The Hammer, Carlin Trader, Lightspeed, Fusion, FOREX, FINRA, Foreign Exchange, Alternative Investments, Volatility, Series 24, Securities, Investments, Fixed Income, Asset Management, Portfolio Management, Finance, Investment Banking, Risk Management, equity execution
Education
Merrimack College 1989 — 1993
B.S., Business Management / Finance
Timothy McBride Timothy McBride's Brown Brothers Harriman Experience 1999 - 2005
Job Managing Director & Regional Director at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Bessemer Trust April 2011 - Present
Northern Trust 2005 - April 2011
Brown Brothers Harriman 1999 - 2005
Skills
Estate Planning, Alternative Investments, Asset Allocation, Wealth Management, High Net Worth..., Series 7, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Management, Investment Advisory, Strategic Financial..., Wealth Management..., Series 63, Mutual Funds, Securities, Equities, Fixed Income, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2001 — 2004
MBA
MIT Sloan School of Management 2000 — 2001
Executive Program
Suffolk University Law School 1991 — 1994
JD
Wesleyan University 1987 — 1991
B.A., Economics
Gisemonde Saint-Fort, MBA Gisemonde Saint-Fort, MBA's Brown Brothers Harriman Experience October 2003 - February 2006
Job Accounting Reporting & Analytics
Industry Financial Services
Experience
MetLife June 2015 - Present
Meredith College School of Business January 2013 - May 2015
Dex One September 2008 - September 2013
Credit Suisse July 2007 - September 2008
Avaya February 2006 - August 2006
Brown Brothers Harriman October 2003 - February 2006
State Street August 2003 - October 2003
Education
Meredith College 2013 — 2015
MBA, Business Administration and Management
Rutgers University 1999 — 2003
Bachelor of Science (BS), Finance
MetLife June 2015 - Present
Meredith College School of Business January 2013 - May 2015
Dex One September 2008 - September 2013
Credit Suisse July 2007 - September 2008
Avaya February 2006 - August 2006
Brown Brothers Harriman October 2003 - February 2006
State Street August 2003 - October 2003
Education
Meredith College 2013 — 2015
MBA, Business Administration and Management
Rutgers University 1999 — 2003
Bachelor of Science (BS), Finance
Steven Oddo's Brown Brothers Harriman Experience August 2008 - August 2010
Job Asset Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2010 - Present
Brown Brothers Harriman August 2008 - August 2010
Lord Abbett August 2007 - August 2008
Fortis May 2006 - September 2006
Calyon May 2002 - September 2005
Skills
Series 7, Bloomberg, Lotus Notes, Microsoft Office, Retirement Planning, ArcGIS, Euclid, Corporate Actions, Back Office, Mutual Funds, Capital Markets, Asset, Fixed Income, Equities, Finance, Securities, Asset Management, Euroclear, DTC, Bloomberg Terminal, Prime Brokerage, Financial Services, Middle Office, Wealth Management, Banking
Education
Monmouth University 2004 — 2007
B.S., Political Science
Monmouth University 2004 — 2007
Bachelor of Science (BS), Political Science and Government
BNP Paribas August 2010 - Present
Brown Brothers Harriman August 2008 - August 2010
Lord Abbett August 2007 - August 2008
Fortis May 2006 - September 2006
Calyon May 2002 - September 2005
Skills
Series 7, Bloomberg, Lotus Notes, Microsoft Office, Retirement Planning, ArcGIS, Euclid, Corporate Actions, Back Office, Mutual Funds, Capital Markets, Asset, Fixed Income, Equities, Finance, Securities, Asset Management, Euroclear, DTC, Bloomberg Terminal, Prime Brokerage, Financial Services, Middle Office, Wealth Management, Banking
Education
Monmouth University 2004 — 2007
B.S., Political Science
Monmouth University 2004 — 2007
Bachelor of Science (BS), Political Science and Government
Richard Iandoli's Brown Brothers Harriman Experience December 1995 - September 2015
Job Global Technology Leader
Industry Financial Services
Experience
Brown Brothers Harriman December 1995 - September 2015
PVH Corp. September 1994 - December 1995
Kmart Corporation July 1984 - August 1994
UPS June 1977 - July 1984
Skills
SDLC, PMO, Procurement, Governance, Quality Management, Business Analysis, Vendor Management, Process Improvement, Financial Services, Quality Assurance, IT Strategy, Requirements Analysis, Business Process..., Cross-functional Team..., Outsourcing, User Acceptance Testing, Software Project..., Disaster Recovery, Risk Management, Business Process, Change Management, Program Management, Integration, Testing, Management, Project Portfolio..., Analysis
Education
Montclair State University 1976 — 1980
BS, Marketing / Management
Brown Brothers Harriman December 1995 - September 2015
PVH Corp. September 1994 - December 1995
Kmart Corporation July 1984 - August 1994
UPS June 1977 - July 1984
Skills
SDLC, PMO, Procurement, Governance, Quality Management, Business Analysis, Vendor Management, Process Improvement, Financial Services, Quality Assurance, IT Strategy, Requirements Analysis, Business Process..., Cross-functional Team..., Outsourcing, User Acceptance Testing, Software Project..., Disaster Recovery, Risk Management, Business Process, Change Management, Program Management, Integration, Testing, Management, Project Portfolio..., Analysis
Education
Montclair State University 1976 — 1980
BS, Marketing / Management
Amy Hanna's Brown Brothers Harriman Experience August 2006 - September 2008
Job Senior Executive Assistant to the CFO at Fresenius Medical Care NA
Industry Executive Office
Experience
Fresenius Medical Care March 2014 - Present
Cambridge Trust Company September 2008 - March 2014
Brown Brothers Harriman August 2006 - September 2008
BB&T 2001 - 2006
Skills
Wealth Management..., High Net Worth..., Relationship Management, Wealth Management, Trust Services, Trusts, Finance, Commercial Lending, Portfolio Management, Banking, Trust Management, Wealth, IRAs, 401k, Financial Services, Project Management, Executive..., Executive Support, Executive Calendar..., Executive Office..., Microsoft Excel, PowerPoint, Event Planning, Outlook
Education
Cannon Trust School 2009 — 2012
Trust and Estate Planning
Northeastern University 2006 — 2009
Bachelor of Applied Science (BASc), Organizational Leadership
Miller-Motte College-Wilmington 1997 — 1999
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Fresenius Medical Care March 2014 - Present
Cambridge Trust Company September 2008 - March 2014
Brown Brothers Harriman August 2006 - September 2008
BB&T 2001 - 2006
Skills
Wealth Management..., High Net Worth..., Relationship Management, Wealth Management, Trust Services, Trusts, Finance, Commercial Lending, Portfolio Management, Banking, Trust Management, Wealth, IRAs, 401k, Financial Services, Project Management, Executive..., Executive Support, Executive Calendar..., Executive Office..., Microsoft Excel, PowerPoint, Event Planning, Outlook
Education
Cannon Trust School 2009 — 2012
Trust and Estate Planning
Northeastern University 2006 — 2009
Bachelor of Applied Science (BASc), Organizational Leadership
Miller-Motte College-Wilmington 1997 — 1999
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Katie Rose Welsh's Brown Brothers Harriman Experience June 2013 - Present
Job CPA
Industry Banking
Experience
Brown Brothers Harriman June 2013 - Present
Union Center National Bank September 2011 - May 2013
ParenteBeard LLC September 2008 - August 2011
Skills
CPA, Financial Reporting, Regulatory Reporting, US GAAP, FASB, Accounting Standards..., Accounting Standards..., XBRL, SEC filings, Assurance, Banking, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax Preparation, Tax
Education
Monmouth University 2005 — 2008
Bachelor of Science (BS), Accounting
Monmouth University 2005 — 2008
Minor, Spanish
Brown Brothers Harriman June 2013 - Present
Union Center National Bank September 2011 - May 2013
ParenteBeard LLC September 2008 - August 2011
Skills
CPA, Financial Reporting, Regulatory Reporting, US GAAP, FASB, Accounting Standards..., Accounting Standards..., XBRL, SEC filings, Assurance, Banking, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Accounting, Tax Preparation, Tax
Education
Monmouth University 2005 — 2008
Bachelor of Science (BS), Accounting
Monmouth University 2005 — 2008
Minor, Spanish
Casey Hennessy's Brown Brothers Harriman Experience December 2014 - Present
Job Compliance Analyst at Brown Brothers Harriman & Co
Industry Law Practice
Experience
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman 2014 - 2015
Brown Brothers Harriman 2014 - 2015
JPMorgan Chase & Co. January 2014 - December 2014
JPMorgan Chase & Co. August 2013 - December 2013
Prudential Financial July 2012 - July 2013
Giandana-Loftus Real Estate Co September 2010 - July 2012
The Law Offices of Gilbert J. West Sr January 2010 - September 2010
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Document Review, Securities, Corporate Law, Litigation Support, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Compliance, Adobe Acrobat, Compliance Research, Bankruptcy, Insurance, Administrative..., Courts, Trials, Arbitration, Commercial Litigation, Contract Negotiation, Editing, Intellectual Property, Legal Assistance, Time Management, Wordperfect, Estate Planning, Due Diligence, KYC, Financial Services, Outlook, OFAC, Workers Compensation, Legal Compliance, USA PATRIOT Act, Analysis, Research, Fraud, Legal Documents, AML, Mediation, LexisNexis, Anti Money Laundering
Education
Marist College 2006 — 2010
Bachelor's degree, Criminal Justice/Paralegal Studies
Brown Brothers Harriman December 2014 - Present
Brown Brothers Harriman 2014 - 2015
Brown Brothers Harriman 2014 - 2015
JPMorgan Chase & Co. January 2014 - December 2014
JPMorgan Chase & Co. August 2013 - December 2013
Prudential Financial July 2012 - July 2013
Giandana-Loftus Real Estate Co September 2010 - July 2012
The Law Offices of Gilbert J. West Sr January 2010 - September 2010
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Document Review, Securities, Corporate Law, Litigation Support, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Compliance, Adobe Acrobat, Compliance Research, Bankruptcy, Insurance, Administrative..., Courts, Trials, Arbitration, Commercial Litigation, Contract Negotiation, Editing, Intellectual Property, Legal Assistance, Time Management, Wordperfect, Estate Planning, Due Diligence, KYC, Financial Services, Outlook, OFAC, Workers Compensation, Legal Compliance, USA PATRIOT Act, Analysis, Research, Fraud, Legal Documents, AML, Mediation, LexisNexis, Anti Money Laundering
Education
Marist College 2006 — 2010
Bachelor's degree, Criminal Justice/Paralegal Studies
Bradford Manchester Bradford Manchester's Brown Brothers Harriman Experience July 2013 - December 2013
Job Carpentry Student at North Bennet Street School
Industry Construction
Experience
PBZ Construction April 2014 - September 2014
Brown Brothers Harriman July 2013 - December 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman October 2011 - March 2012
VivaKi January 2010 - March 2011
Perceptive Informatics September 2009 - January 2010
Brooks Automation May 2009 - July 2009
Best Doctors January 2009 - March 2009
Wellington Management July 2008 - October 2008
JP Morgan Chase August 2007 - May 2008
Skills
Financial Reporting, Forecasting, Project Management, Finance, Budgets, Accounting, Analysis
Education
North Bennet Street School 2014 — 2015
Certificate, Carpentry/Carpenter
Merrimack College 1999 — 2004
Bachelor of Science in Business Administration, Finance
PBZ Construction April 2014 - September 2014
Brown Brothers Harriman July 2013 - December 2013
Brown Brothers Harriman March 2012 - December 2012
Brown Brothers Harriman October 2011 - March 2012
VivaKi January 2010 - March 2011
Perceptive Informatics September 2009 - January 2010
Brooks Automation May 2009 - July 2009
Best Doctors January 2009 - March 2009
Wellington Management July 2008 - October 2008
JP Morgan Chase August 2007 - May 2008
Skills
Financial Reporting, Forecasting, Project Management, Finance, Budgets, Accounting, Analysis
Education
North Bennet Street School 2014 — 2015
Certificate, Carpentry/Carpenter
Merrimack College 1999 — 2004
Bachelor of Science in Business Administration, Finance
Chase J. Daniel's Brown Brothers Harriman Experience August 2013 - September 2015
Job Commodities & Logistics Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2013 - September 2015
Brown Brothers Harriman July 2012 - August 2012
ESN (European Securities Network) June 2011 - July 2011
ESN (European Securities Network) June 2010 - August 2010
So Clear Beverages June 2009 - July 2009
Shake Shack - Madison Square Park June 2008 - August 2008
National Foundation for Teaching Entrepreneurship June 2007 - August 2007
Bear Naked Granola, Inc. June 2006 - August 2006
Skills
Business Relationship..., New Business Development, Collaborative Problem..., Managing Business Growth, Presentation Skills, Business Analysis, Technical Writing, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Editing, Social Media, Research, Analysis, Event Planning, Piano
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Major: Economics; Minor: Music, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Completed course titled "Managerial Accounting and Financial Control"
Rye High School
Rye High School
Brown Brothers Harriman August 2013 - September 2015
Brown Brothers Harriman July 2012 - August 2012
ESN (European Securities Network) June 2011 - July 2011
ESN (European Securities Network) June 2010 - August 2010
So Clear Beverages June 2009 - July 2009
Shake Shack - Madison Square Park June 2008 - August 2008
National Foundation for Teaching Entrepreneurship June 2007 - August 2007
Bear Naked Granola, Inc. June 2006 - August 2006
Skills
Business Relationship..., New Business Development, Collaborative Problem..., Managing Business Growth, Presentation Skills, Business Analysis, Technical Writing, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Editing, Social Media, Research, Analysis, Event Planning, Piano
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Major: Economics; Minor: Music, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Completed course titled "Managerial Accounting and Financial Control"
Rye High School
Rye High School
Claudia Owens Claudia Owens's Brown Brothers Harriman Experience April 2015 - Present
Job Presentation Designer at Brown Brothers Harriman
Industry Graphic Design
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman May 2014 - April 2015
Claudia Owens - Self Employed November 2011 - May 2014
Putnam Investments 2014 - 2014
Thermo Fisher Scientific October 2007 - November 2011
Palladium Group, Inc. October 2005 - July 2007
CM Access 2003 - 2004
Raytheon 1980 - 1994
Skills
Adobe Creative Suite, Brochures, Graphic Design, QuarkXPress, Information Graphics, Art Direction, Catalogs, Presentation Design, Pre-press, PowerPoint, Prezzi, Marketing Communications, Photoshop, Graphics, Adobe Acrobat, Digital Photography, Corporate Branding, Illustrator, User Interface Design, Corporate Identity, Logo Design, Marketing, Direct Mail, InDesign, Interaction Design, Branding & Identity, Newsletters, Creative Direction, Flash, Web Design, Layout, Visual Communication, Typography, Flyers, Mac, Photography
Education
Morris County Community College
none, Graphics
Massachusetts College of Art and Design
Graphic Design
Montserrat School of Visual Arts
Northern Essex Community College
Publications & Graphic Design
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman May 2014 - April 2015
Claudia Owens - Self Employed November 2011 - May 2014
Putnam Investments 2014 - 2014
Thermo Fisher Scientific October 2007 - November 2011
Palladium Group, Inc. October 2005 - July 2007
CM Access 2003 - 2004
Raytheon 1980 - 1994
Skills
Adobe Creative Suite, Brochures, Graphic Design, QuarkXPress, Information Graphics, Art Direction, Catalogs, Presentation Design, Pre-press, PowerPoint, Prezzi, Marketing Communications, Photoshop, Graphics, Adobe Acrobat, Digital Photography, Corporate Branding, Illustrator, User Interface Design, Corporate Identity, Logo Design, Marketing, Direct Mail, InDesign, Interaction Design, Branding & Identity, Newsletters, Creative Direction, Flash, Web Design, Layout, Visual Communication, Typography, Flyers, Mac, Photography
Education
Morris County Community College
none, Graphics
Massachusetts College of Art and Design
Graphic Design
Montserrat School of Visual Arts
Northern Essex Community College
Publications & Graphic Design
Jeb Burchenal Jeb Burchenal's Brown Brothers Harriman Experience July 2010 - February 2014
Job
Industry Internet
Experience
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Rob Carlino Rob Carlino's Brown Brothers Harriman Experience June 1998 - April 1999
Job Manager Business Consulting Services
Industry Staffing and Recruiting
Experience
Greenlight Technical, Division of Greenlight Professional Services, Inc. November 2007 - Present
Volt Workforce Solutions February 2007 - November 2007
Volt Workforce Solutions October 2005 - February 2007
ACS-Division of the MPS Group April 1999 - October 2005
Brown Brothers Harriman June 1998 - April 1999
Skills
Staff Augmentation, Six Sigma, Recruiting, Management, Finance, Technical Recruiting, Benefits Negotiation, Contract Recruitment, Permanent Placement, Applicant Tracking..., Internet Recruiting, Staffing Services, Account Management, Sourcing, CRM, SDLC, Human Resources, Professional Services, Search, Temporary Placement, Business Development, Negotiation, Consulting, Strategy, Lead Generation, Talent Acquisition, Leadership
Education
Merrimack College 1994 — 1998
BS, Finance
Greenlight Technical, Division of Greenlight Professional Services, Inc. November 2007 - Present
Volt Workforce Solutions February 2007 - November 2007
Volt Workforce Solutions October 2005 - February 2007
ACS-Division of the MPS Group April 1999 - October 2005
Brown Brothers Harriman June 1998 - April 1999
Skills
Staff Augmentation, Six Sigma, Recruiting, Management, Finance, Technical Recruiting, Benefits Negotiation, Contract Recruitment, Permanent Placement, Applicant Tracking..., Internet Recruiting, Staffing Services, Account Management, Sourcing, CRM, SDLC, Human Resources, Professional Services, Search, Temporary Placement, Business Development, Negotiation, Consulting, Strategy, Lead Generation, Talent Acquisition, Leadership
Education
Merrimack College 1994 — 1998
BS, Finance
Heather Boyles, CTFA Heather Boyles, CTFA's Brown Brothers Harriman Experience August 2012 - Present
Job Senior Trust Administrator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
US Trust January 2008 - August 2012
Skills
Wealth Management, Trust, Wealth Management..., Investments, High Net Worth...
Education
Marshall University 2004 — 2007
Bachelor's degree, Advertising
Brown Brothers Harriman August 2012 - Present
US Trust January 2008 - August 2012
Skills
Wealth Management, Trust, Wealth Management..., Investments, High Net Worth...
Education
Marshall University 2004 — 2007
Bachelor's degree, Advertising
Lauren Grieco Lauren Grieco's Brown Brothers Harriman Experience June 2011 - December 2011
Job Technology Business Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Thomas Southworth Diemar, CFP® Thomas Southworth Diemar, CFP®'s Brown Brothers Harriman Experience May 2015 - Present
Job Private Banker at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Anh Chung's Brown Brothers Harriman Experience November 2013 - December 2014
Job Financial Reporting Analyst Alternative Investments
Industry Financial Services
Experience
Moving from Debts to Assets May 2015 - September 2015
Brown Brothers Harriman November 2013 - December 2014
State Street September 2012 - October 2013
Deloitte Tax LLP January 2012 - April 2012
Skills
Financial Reporting, Accounting, Microsoft Excel, Bloomberg Terminal, Checkpoint, Analysis, Tax, Finance, Time Management, Access, Financial Statements, Reuters, CCH ProSystem fx, Process Improvement, Analytical Skills, Account Reconciliation, SQL, Excel Macros, Financial Statements...
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration, Accounting and Finance
London School of Economics and Political Science 2010 — 2010
Public Finance; Debt Market
Meiji University 2010 — 2010
Political Science and Government
Moving from Debts to Assets May 2015 - September 2015
Brown Brothers Harriman November 2013 - December 2014
State Street September 2012 - October 2013
Deloitte Tax LLP January 2012 - April 2012
Skills
Financial Reporting, Accounting, Microsoft Excel, Bloomberg Terminal, Checkpoint, Analysis, Tax, Finance, Time Management, Access, Financial Statements, Reuters, CCH ProSystem fx, Process Improvement, Analytical Skills, Account Reconciliation, SQL, Excel Macros, Financial Statements...
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration, Accounting and Finance
London School of Economics and Political Science 2010 — 2010
Public Finance; Debt Market
Meiji University 2010 — 2010
Political Science and Government
Elizabeth (Yifei) Li Elizabeth (Yifei) Li's Brown Brothers Harriman Experience February 2014 - June 2014
Job Senior Associate, Enterprise Risk Management, Professional Development Program
Industry Banking
Experience
State Street July 2015 - Present
Brown Brothers Harriman February 2014 - June 2014
Wells Fargo January 2014 - February 2014
Wellington Management June 2012 - December 2012
Federal Reserve Bank of Boston May 2010 - May 2012
Skills
Data Analysis, Marketing, Analysis, Finance, Social Media, Leadership, Portfolio Management, Research, Access, Econometrics, Financial Statement..., Macro Analysis, Statistics, Corporate Finance, Financial Reporting, SAS Programming, R Programming, VBA
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Northeastern University 2009 — 2013
Dual Bachelor of Science, Economics and Mathematics, 3.84/4
State Street July 2015 - Present
Brown Brothers Harriman February 2014 - June 2014
Wells Fargo January 2014 - February 2014
Wellington Management June 2012 - December 2012
Federal Reserve Bank of Boston May 2010 - May 2012
Skills
Data Analysis, Marketing, Analysis, Finance, Social Media, Leadership, Portfolio Management, Research, Access, Econometrics, Financial Statement..., Macro Analysis, Statistics, Corporate Finance, Financial Reporting, SAS Programming, R Programming, VBA
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Northeastern University 2009 — 2013
Dual Bachelor of Science, Economics and Mathematics, 3.84/4
Drew Peterson, CFA, CIPM Drew Peterson, CFA, CIPM's Brown Brothers Harriman Experience December 2010 - March 2012
Job Assistant Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc. February 2015 - Present
Appleton Partners, Inc. August 2012 - Present
Brown Brothers Harriman December 2010 - March 2012
The Bank of New York Mellon April 2010 - February 2011
The Bank of New York Mellon March 2007 - March 2010
The Bank of New York Mellon October 2005 - May 2007
State Street February 2005 - September 2005
State Street February 2004 - February 2005
Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee
Education
Middlebury College 1999 — 2003
BA
Appleton Partners, Inc. February 2015 - Present
Appleton Partners, Inc. August 2012 - Present
Brown Brothers Harriman December 2010 - March 2012
The Bank of New York Mellon April 2010 - February 2011
The Bank of New York Mellon March 2007 - March 2010
The Bank of New York Mellon October 2005 - May 2007
State Street February 2005 - September 2005
State Street February 2004 - February 2005
Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee
Education
Middlebury College 1999 — 2003
BA
Jeff Nguyen Jeff Nguyen's Brown Brothers Harriman Experience October 2007 - December 2007
Job Contracts and Procurement Analyst 2 at SANDAG
Industry Financial Services
Experience
SANDAG July 2015 - Present
SANDAG September 2013 - July 2015
Play Tennis San Diego June 2012 - September 2013
LPL Financial June 2010 - September 2013
Francis Parker School September 2010 - June 2012
LPL Financial December 2009 - June 2010
J.P. Morgan January 2008 - September 2009
Brown Brothers Harriman October 2007 - December 2007
Skills
Excel, Access, WINS, Bloomberg, IDC, CCH, Microsoft Office, Portia, Microsoft Excel, Sports Coaching, Life Coaching, Finance, Financial Services, Investments, Analysis, Account Reconciliation, Economics, Strategy, Market Research, Corporate Actions, Equities, Fund Accounting, Financial Analysis
Education
Marist College 2003 — 2007
BA, Economics
SANDAG July 2015 - Present
SANDAG September 2013 - July 2015
Play Tennis San Diego June 2012 - September 2013
LPL Financial June 2010 - September 2013
Francis Parker School September 2010 - June 2012
LPL Financial December 2009 - June 2010
J.P. Morgan January 2008 - September 2009
Brown Brothers Harriman October 2007 - December 2007
Skills
Excel, Access, WINS, Bloomberg, IDC, CCH, Microsoft Office, Portia, Microsoft Excel, Sports Coaching, Life Coaching, Finance, Financial Services, Investments, Analysis, Account Reconciliation, Economics, Strategy, Market Research, Corporate Actions, Equities, Fund Accounting, Financial Analysis
Education
Marist College 2003 — 2007
BA, Economics
Michael Sirianni Michael Sirianni's Brown Brothers Harriman Experience June 2007 - December 2013
Job Senior Analyst at Global Atlantic
Industry Insurance
Experience
Liberty Mutual Insurance July 2014 - July 2015
Brown Brothers Harriman June 2007 - December 2013
TA Associates Realty April 2006 - June 2007
Deutsche Bank June 2003 - April 2007
UBS April 1998 - November 2002
New York Life Insurance Company May 1995 - April 1998
AllianceBernstein December 1993 - May 1995
Education
Montclair State University 1988 — 1993
B.S., Accounting
Bergenfield High School 1984 — 1988
Liberty Mutual Insurance July 2014 - July 2015
Brown Brothers Harriman June 2007 - December 2013
TA Associates Realty April 2006 - June 2007
Deutsche Bank June 2003 - April 2007
UBS April 1998 - November 2002
New York Life Insurance Company May 1995 - April 1998
AllianceBernstein December 1993 - May 1995
Education
Montclair State University 1988 — 1993
B.S., Accounting
Bergenfield High School 1984 — 1988
Peggy Martinez's Brown Brothers Harriman Experience July 2010 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2010 - Present
Brown Brothers Harriman September 2007 - June 2011
Fidelity Investments 2000 - 2007
Skills
Remote Deposit Capture, Checks, Lockbox, Payment Card Processing, ACH, Cash Management, Financial Services, Relationship Management, Mutual Funds, Payments, Financial Analysis, Process Improvement, Finance
Education
Rutgers 1998 — 2000
BA, Economics
Middlesex County College 1997 — 1998
Associates, Business Administration
Brown Brothers Harriman July 2010 - Present
Brown Brothers Harriman September 2007 - June 2011
Fidelity Investments 2000 - 2007
Skills
Remote Deposit Capture, Checks, Lockbox, Payment Card Processing, ACH, Cash Management, Financial Services, Relationship Management, Mutual Funds, Payments, Financial Analysis, Process Improvement, Finance
Education
Rutgers 1998 — 2000
BA, Economics
Middlesex County College 1997 — 1998
Associates, Business Administration
David Gadbois's Brown Brothers Harriman Experience July 2013 - Present
Job Fund Accountant Supervisor, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Albert Lanzillotti II, CPA December 2012 - Present
Salem Five Bank September 2012 - July 2013
The Black Lobster January 2006 - January 2013
Skills
Derivatives, Accounting, Account Reconciliation, QuickBooks, Leadership, Bank Reconciliation, Financial Analysis, Mutual Funds, Fund Accounting, Hedge Funds, Tax, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Banking, Investment Banking, Retail Banking, Data Analysis, Team Building, New Business Development, Budgets, Business Strategy, Business Planning, Business Intelligence, Customer Service, Coaching, Leadership Development, E-commerce, Higher Education, Cross-functional Team..., Finance, Forecasting, Financial Reporting, Financial Accounting, Process Improvement, Continuous Improvement, Team Leadership, Microsoft Office, Networking, Public Speaking, Quality Control, Research, Sales, Time Management
Education
Salem State University 2010 — 2013
Bachelor's Degree, Accounting, A
Merrimack College 2008 — 2009
Accounting, A
Beverly High school 2004 — 2008
High School, High School Diploma, A
Brown Brothers Harriman July 2013 - Present
Albert Lanzillotti II, CPA December 2012 - Present
Salem Five Bank September 2012 - July 2013
The Black Lobster January 2006 - January 2013
Skills
Derivatives, Accounting, Account Reconciliation, QuickBooks, Leadership, Bank Reconciliation, Financial Analysis, Mutual Funds, Fund Accounting, Hedge Funds, Tax, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Banking, Investment Banking, Retail Banking, Data Analysis, Team Building, New Business Development, Budgets, Business Strategy, Business Planning, Business Intelligence, Customer Service, Coaching, Leadership Development, E-commerce, Higher Education, Cross-functional Team..., Finance, Forecasting, Financial Reporting, Financial Accounting, Process Improvement, Continuous Improvement, Team Leadership, Microsoft Office, Networking, Public Speaking, Quality Control, Research, Sales, Time Management
Education
Salem State University 2010 — 2013
Bachelor's Degree, Accounting, A
Merrimack College 2008 — 2009
Accounting, A
Beverly High school 2004 — 2008
High School, High School Diploma, A
Michael Zaremski Michael Zaremski's Brown Brothers Harriman Experience 2005 - 2007
Job Equity Research Analyst at Credit Suisse
Industry Investment Banking
Experience
Balyasny Asset Management L.P. March 2014 - Present
Credit Suisse April 2007 - March 2014
Brown Brothers Harriman 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Michigan State University
Bachelor of Arts (BA), Finance
Balyasny Asset Management L.P. March 2014 - Present
Credit Suisse April 2007 - March 2014
Brown Brothers Harriman 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Michigan State University
Bachelor of Arts (BA), Finance
Jonathan Chou Jonathan Chou's Brown Brothers Harriman Experience February 2015 - August 2015
Job Tax Reporting Analyst
Industry Accounting
Experience
HSBC Global Banking and Markets September 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
Aegis Capital Corp September 2012 - January 2013
Premier Tax Inc January 2012 - April 2012
Skills
Investments, Analysis, Accounting, Asset Management, Budgets, Tax, Research, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Account Reconciliation, PowerPoint, Internal Audit, Microsoft Office, Microsoft Word
Education
Saint John's University 2010 — 2013
Master of Business Administration, Accounting
Saint John's University 2008 — 2010
Bachelor of Science, Advertising Communication
Miami University
HSBC Global Banking and Markets September 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Morgan Stanley Wealth Management June 2013 - January 2015
Aegis Capital Corp September 2012 - January 2013
Premier Tax Inc January 2012 - April 2012
Skills
Investments, Analysis, Accounting, Asset Management, Budgets, Tax, Research, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Account Reconciliation, PowerPoint, Internal Audit, Microsoft Office, Microsoft Word
Education
Saint John's University 2010 — 2013
Master of Business Administration, Accounting
Saint John's University 2008 — 2010
Bachelor of Science, Advertising Communication
Miami University
Hugh McColl IV Hugh McColl IV's Brown Brothers Harriman Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
Round Table Investment Management Company June 2013 - July 2013
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.), Concentrations: Finance and Management
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Strategy for Management
The Lawrenceville School 2008 — 2012
High School
Credit Suisse June 2015 - August 2015
Brown Brothers Harriman June 2014 - August 2014
Round Table Investment Management Company June 2013 - July 2013
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.), Concentrations: Finance and Management
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Strategy for Management
The Lawrenceville School 2008 — 2012
High School
Joe Breal Joe Breal's Brown Brothers Harriman Experience June 2011 - May 2012
Job Senior Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM August 2013 - Present
DBI Staffing June 2013 - July 2013
Prolifics May 2012 - May 2013
Kforce Inc. June 2011 - May 2012
Brown Brothers Harriman June 2011 - May 2012
Currently Seeking a New Opportunity January 2011 - June 2011
Kforce Inc. July 2010 - December 2010
Volt Technical Resources August 2009 - May 2010
Unemployed March 2009 - July 2009
IBM June 1988 - February 2009
Skills
WebSphere Portal, Websphere, Web Content Management, Solution Architecture, SDLC, Information Architecture, Integration, Requirements Gathering, Content Management, Architecture, Software Project..., WebSphere Application..., Pre-sales, Web Applications, Project Management, Application Architecture, Middleware, Software Development, IT Strategy, Requirements Analysis, Consulting, Business Intelligence, Management, Business Process Design, Agile Project Management, XML, CRM, Architectures, Business Process, WebSphere
Education
Mississippi State University - College of Business and Industry 1970 — 1974
BS, Business Statistics and Data Processing
Notre Dame/Sacred Heart 1963 — 1970
High School Diploama
IBM August 2013 - Present
DBI Staffing June 2013 - July 2013
Prolifics May 2012 - May 2013
Kforce Inc. June 2011 - May 2012
Brown Brothers Harriman June 2011 - May 2012
Currently Seeking a New Opportunity January 2011 - June 2011
Kforce Inc. July 2010 - December 2010
Volt Technical Resources August 2009 - May 2010
Unemployed March 2009 - July 2009
IBM June 1988 - February 2009
Skills
WebSphere Portal, Websphere, Web Content Management, Solution Architecture, SDLC, Information Architecture, Integration, Requirements Gathering, Content Management, Architecture, Software Project..., WebSphere Application..., Pre-sales, Web Applications, Project Management, Application Architecture, Middleware, Software Development, IT Strategy, Requirements Analysis, Consulting, Business Intelligence, Management, Business Process Design, Agile Project Management, XML, CRM, Architectures, Business Process, WebSphere
Education
Mississippi State University - College of Business and Industry 1970 — 1974
BS, Business Statistics and Data Processing
Notre Dame/Sacred Heart 1963 — 1970
High School Diploama
Andrew Haley Andrew Haley's Brown Brothers Harriman Experience May 2006 - August 2006
Job Performance Director at STACK Media
Industry Media Production
Experience
STACK Media April 2015 - Present
STACK Media April 2010 - Present
Lake Erie Monsters September 2011 - February 2012
Brown Brothers Harriman May 2006 - August 2006
Skills
Video Production, Content Development, Fitness Training, Editing, Business Networking, Email Marketing, Conference Coordination, Sports Nutrition, Content Strategy, Digital Media, Outreach Programs, Professional Networking, IT Operations
Education
Miami University 2005 — 2009
B.S., Exercise Science
St. John's Prep 2001 — 2005
High School Diploma
STACK Media April 2015 - Present
STACK Media April 2010 - Present
Lake Erie Monsters September 2011 - February 2012
Brown Brothers Harriman May 2006 - August 2006
Skills
Video Production, Content Development, Fitness Training, Editing, Business Networking, Email Marketing, Conference Coordination, Sports Nutrition, Content Strategy, Digital Media, Outreach Programs, Professional Networking, IT Operations
Education
Miami University 2005 — 2009
B.S., Exercise Science
St. John's Prep 2001 — 2005
High School Diploma
Stephen Yovino Stephen Yovino's Brown Brothers Harriman Experience February 2015 - Present
Job Supervisor NAV Analysis Team at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
State Street October 2010 - February 2015
Skills
Business Analysis, Financial Services, Risk Management, Process Improvement, Equities, Mutual Funds, Analysis, Fixed Income, Asset Management
Education
Marquette University 2006 — 2010
Bachelor's degree
Brown Brothers Harriman February 2015 - Present
State Street October 2010 - February 2015
Skills
Business Analysis, Financial Services, Risk Management, Process Improvement, Equities, Mutual Funds, Analysis, Fixed Income, Asset Management
Education
Marquette University 2006 — 2010
Bachelor's degree
Steven LeFante's Brown Brothers Harriman Experience May 2011 - August 2011
Job Product Consultant at AlphaSense, Inc.
Industry Financial Services
Experience
AlphaSense, Inc. February 2014 - Present
Markit Securities Finance April 2012 - January 2014
Data Explorers August 2011 - April 2012
Brown Brothers Harriman May 2011 - August 2011
Stoever Glass & Co May 2010 - January 2011
Skills
Hedge Funds, Equities, Equity Research, Financial Technology, Financial Markets, Microsoft Excel, Bloomberg, Financial Analysis, Market Data, Data Analysis, Capital IQ, Short Sales, Securities Lending, Relationship Management, PowerPoint, Microsoft Word, Fixed Income, Mutual Funds
Education
Colts Neck high school
Colts Neck high school
Marist College
Bachelor of Science, Business Administration; Finance
AlphaSense, Inc. February 2014 - Present
Markit Securities Finance April 2012 - January 2014
Data Explorers August 2011 - April 2012
Brown Brothers Harriman May 2011 - August 2011
Stoever Glass & Co May 2010 - January 2011
Skills
Hedge Funds, Equities, Equity Research, Financial Technology, Financial Markets, Microsoft Excel, Bloomberg, Financial Analysis, Market Data, Data Analysis, Capital IQ, Short Sales, Securities Lending, Relationship Management, PowerPoint, Microsoft Word, Fixed Income, Mutual Funds
Education
Colts Neck high school
Colts Neck high school
Marist College
Bachelor of Science, Business Administration; Finance
Catherine Philip's Brown Brothers Harriman Experience October 2008 - Present
Job at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2008 - Present
Investors Bank & Trust August 2006 - July 2007
United Way of MA Bay July 2005 - August 2006
State Street Corporation March 1997 - June 2003
Education
Merrimack College 1981 — 1985
Brown Brothers Harriman October 2008 - Present
Investors Bank & Trust August 2006 - July 2007
United Way of MA Bay July 2005 - August 2006
State Street Corporation March 1997 - June 2003
Education
Merrimack College 1981 — 1985
Katherine Krantz's Brown Brothers Harriman Experience November 1998 - March 2000
Job Zenith Partners
Industry Financial Services
Experience
Zenith Partners July 2015 - Present
Cornerstone Macro LP January 2013 - March 2015
Miracle Mile Advisors, LLC January 2007 - June 2013
Auda International January 2013 - March 2013
Trahan Capital Management July 2011 - March 2013
AIG SunAmerica February 2006 - December 2007
Morgan Stanley Wealth Management February 2004 - January 2006
AXA Investment Managers March 2000 - November 2003
Brown Brothers Harriman November 1998 - March 2000
Ned Davis Research April 1998 - November 1998
Skills
Asset Management, Asset Allocation, Investments, Investment Advisory, Hedge Funds, Macroeconomics, VBA, Asset Managment, Investment Management, Trading, Equities, Fund Of Funds, ETFs, Alternative Investments, Options, Wealth Management, Strategy, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Securities, Series 63, Series 7, Wealth Management..., Equity Research, Due Diligence, Finance, Economics, Risk Management, Private Equity
Education
McGill University 1994 — 1996
MA, Economics; Econometrics and Industrial Organization;
Northwestern University 1990 — 1994
BA, Economics/Mathematical Methods in the Social Sciences
Zenith Partners July 2015 - Present
Cornerstone Macro LP January 2013 - March 2015
Miracle Mile Advisors, LLC January 2007 - June 2013
Auda International January 2013 - March 2013
Trahan Capital Management July 2011 - March 2013
AIG SunAmerica February 2006 - December 2007
Morgan Stanley Wealth Management February 2004 - January 2006
AXA Investment Managers March 2000 - November 2003
Brown Brothers Harriman November 1998 - March 2000
Ned Davis Research April 1998 - November 1998
Skills
Asset Management, Asset Allocation, Investments, Investment Advisory, Hedge Funds, Macroeconomics, VBA, Asset Managment, Investment Management, Trading, Equities, Fund Of Funds, ETFs, Alternative Investments, Options, Wealth Management, Strategy, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Securities, Series 63, Series 7, Wealth Management..., Equity Research, Due Diligence, Finance, Economics, Risk Management, Private Equity
Education
McGill University 1994 — 1996
MA, Economics; Econometrics and Industrial Organization;
Northwestern University 1990 — 1994
BA, Economics/Mathematical Methods in the Social Sciences
Sean Greeley's Brown Brothers Harriman Experience April 2014 - Present
Job Vice President New Business Development at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Diane Lapine, MA, SPHR's Brown Brothers Harriman Experience October 2010 - September 2011
Job Executive and Organizational Coach
Industry Human Resources
Experience
Good Harbor Professional Development and Leadership Coaching October 2011 - Present
Brown Brothers Harriman October 2010 - September 2011
Fidelity Investments February 2004 - March 2008
Fidelity Investments 2000 - 2003
Fidelity Investments September 1998 - June 2000
Fidelity Investments January 1998 - September 1998
Fidelity Investments July 1995 - January 1998
Skills
Executive Coaching, Change Managment, Employee Relations, International HR, Organizational..., Succession Planning, Talent Management, Organizational..., Organizational Design, Organizational..., Performance Management, Onboarding, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership Development, Employee Benefits, HRIS, Career Development, Benefits Administration, Human Resources, Coaching, Private Sector Security..., Training, Strategy, Management Consulting, Management, Leadership, Management Development, HR Consulting, Personnel Management, Change Management
Education
Massachusetts School of Professional Psychology 2010 — 2011
Master of Arts, Organizational Psychology
US State Department Private Sector Security 2007 — 2007
Coaches Training Institute 2005 — 2005
Coach Training Curriculum
University of Massachusetts Boston 1985 — 1988
Bachelor of Arts, Psychology
Good Harbor Professional Development and Leadership Coaching October 2011 - Present
Brown Brothers Harriman October 2010 - September 2011
Fidelity Investments February 2004 - March 2008
Fidelity Investments 2000 - 2003
Fidelity Investments September 1998 - June 2000
Fidelity Investments January 1998 - September 1998
Fidelity Investments July 1995 - January 1998
Skills
Executive Coaching, Change Managment, Employee Relations, International HR, Organizational..., Succession Planning, Talent Management, Organizational..., Organizational Design, Organizational..., Performance Management, Onboarding, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership Development, Employee Benefits, HRIS, Career Development, Benefits Administration, Human Resources, Coaching, Private Sector Security..., Training, Strategy, Management Consulting, Management, Leadership, Management Development, HR Consulting, Personnel Management, Change Management
Education
Massachusetts School of Professional Psychology 2010 — 2011
Master of Arts, Organizational Psychology
US State Department Private Sector Security 2007 — 2007
Coaches Training Institute 2005 — 2005
Coach Training Curriculum
University of Massachusetts Boston 1985 — 1988
Bachelor of Arts, Psychology
Gomathi Gopalakrishnan's Brown Brothers Harriman Experience October 2007 - Present
Job Associate at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman October 2007 - Present
blackrock solutions 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Fund Accounting, Fixed Income, Corporate Actions, Autosys, SDLC, Equities, Financial Services, Securities, Project Management, Oracle, Bloomberg, Requirements Analysis, Software Project..., Trading Systems, Alternative Investments, Derivatives, Mutual Funds
Education
Manonmaniam Sundaranar University 1994 — 1998
Brown Brothers Harriman October 2007 - Present
blackrock solutions 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Fund Accounting, Fixed Income, Corporate Actions, Autosys, SDLC, Equities, Financial Services, Securities, Project Management, Oracle, Bloomberg, Requirements Analysis, Software Project..., Trading Systems, Alternative Investments, Derivatives, Mutual Funds
Education
Manonmaniam Sundaranar University 1994 — 1998
Pete Reiter's Brown Brothers Harriman Experience July 2012 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2012 - Present
Education
Monmouth University
Master of Science (M.S.), Computer Science
Monmouth University
Bachelor of Arts (B.A.), Communications
Brown Brothers Harriman July 2012 - Present
Education
Monmouth University
Master of Science (M.S.), Computer Science
Monmouth University
Bachelor of Arts (B.A.), Communications
James Recinito's Brown Brothers Harriman Experience June 2006 - Present
Job Section Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2006 - Present
Education
Merrimack College 1995 — 1999
Brown Brothers Harriman June 2006 - Present
Education
Merrimack College 1995 — 1999
Dolly Koshy Joseph's Brown Brothers Harriman Experience June 2000 - November 2004
Job Global Data Governance Manager
Industry Financial Services
Experience
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
Paul Bambery's Brown Brothers Harriman Experience July 2004 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2004 - Present
J.P. Morgan 1991 - 2003
Skills
Fixed Income, Securities, Bloomberg, Financial Services, Mutual Funds, Equities, Derivatives, Fund Administration, Hedge Funds, Risk Management, Corporate Actions, Alternative Investments, Global Custody, Fund Accounting, Middle Office, Asset Management, Portfolio Management
Education
Massachusetts College of Liberal Arts 1983 — 1986
North Adams State College 1983 — 1986
Brown Brothers Harriman July 2004 - Present
J.P. Morgan 1991 - 2003
Skills
Fixed Income, Securities, Bloomberg, Financial Services, Mutual Funds, Equities, Derivatives, Fund Administration, Hedge Funds, Risk Management, Corporate Actions, Alternative Investments, Global Custody, Fund Accounting, Middle Office, Asset Management, Portfolio Management
Education
Massachusetts College of Liberal Arts 1983 — 1986
North Adams State College 1983 — 1986
Joseph Civadelic's Brown Brothers Harriman Experience August 2008 - December 2008
Job Consultant at Federal Reserve Bank Of New York
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York April 2011 - Present
BofA Merrill Lynch February 2010 - December 2010
UnitedHealth Group August 2009 - February 2010
Brown Brothers Harriman August 2008 - December 2008
Bank of America June 2007 - June 2008
US Trust July 2003 - June 2007
Alliance Capital December 1997 - December 2002
Citibank January 1995 - December 1997
Bank of New York Mellon December 1989 - July 1993
Merrill Lynch April 1988 - December 1989
Education
Montclair State University 1978 — 1983
BS, Computer Science
Federal Reserve Bank of New York April 2011 - Present
BofA Merrill Lynch February 2010 - December 2010
UnitedHealth Group August 2009 - February 2010
Brown Brothers Harriman August 2008 - December 2008
Bank of America June 2007 - June 2008
US Trust July 2003 - June 2007
Alliance Capital December 1997 - December 2002
Citibank January 1995 - December 1997
Bank of New York Mellon December 1989 - July 1993
Merrill Lynch April 1988 - December 1989
Education
Montclair State University 1978 — 1983
BS, Computer Science
Adwoa Boah, MBA's Brown Brothers Harriman Experience November 2012 - Present
Job Foreign Exchange Services Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman June 2008 - November 2012
AllianceBernstein October 2006 - June 2008
Allianz Global Investors January 2006 - October 2006
Skills
FX Options, Settlement, Foreign Exchange, Account Reconciliation, Asset Management, Middle Office, Financial Services, Finance, Risk Management, Back Office, Financial Risk, Relationship Management, Operational Risk, SWIFT payments, Client Services, Management, Organizational..., Payment Systems, Team Leadership
Education
Molloy College 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Monmouth University 2000 — 2004
B.S., Finance & Economics, IT Minor
Brown Brothers Harriman November 2012 - Present
Brown Brothers Harriman June 2008 - November 2012
AllianceBernstein October 2006 - June 2008
Allianz Global Investors January 2006 - October 2006
Skills
FX Options, Settlement, Foreign Exchange, Account Reconciliation, Asset Management, Middle Office, Financial Services, Finance, Risk Management, Back Office, Financial Risk, Relationship Management, Operational Risk, SWIFT payments, Client Services, Management, Organizational..., Payment Systems, Team Leadership
Education
Molloy College 2012 — 2015
Master of Business Administration (MBA), Finance and Management
Monmouth University 2000 — 2004
B.S., Finance & Economics, IT Minor
Rick Barna's Brown Brothers Harriman Experience April 2008 - Present
Job Sr Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
Fidelity Investments February 2006 - March 2008
PricewaterhouseCoopers April 2005 - February 2006
Fidelity Investments May 2000 - February 2005
Fidelity Investments June 1997 - May 2000
Skills
Equities, Mutual Funds, Fixed Income, Financial Analysis, Financial Services, Financial Modeling, Fund Accounting, Business Analysis, Corporate Actions, Securities, Derivatives, Fund Administration, Bloomberg, Asset Management
Education
Merrimack College 1992 — 1997
BS, Accounting / Finance
Brown Brothers Harriman April 2008 - Present
Fidelity Investments February 2006 - March 2008
PricewaterhouseCoopers April 2005 - February 2006
Fidelity Investments May 2000 - February 2005
Fidelity Investments June 1997 - May 2000
Skills
Equities, Mutual Funds, Fixed Income, Financial Analysis, Financial Services, Financial Modeling, Fund Accounting, Business Analysis, Corporate Actions, Securities, Derivatives, Fund Administration, Bloomberg, Asset Management
Education
Merrimack College 1992 — 1997
BS, Accounting / Finance
Gillian Henry's Brown Brothers Harriman Experience January 2013 - Present
Job Lead Tax Operations Specialist II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2008 - December 2012
UBS Global Asset Management May 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Securities, Bloomberg Terminal, Trading, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Account Reconciliation, Series 7, Finance, Accounting, Derivatives, Bloomberg, Management, Bonds, Hedge Funds, Analysis, Credit
Education
Manhattan College 2004 — 2008
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2008 - December 2012
UBS Global Asset Management May 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Securities, Bloomberg Terminal, Trading, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Account Reconciliation, Series 7, Finance, Accounting, Derivatives, Bloomberg, Management, Bonds, Hedge Funds, Analysis, Credit
Education
Manhattan College 2004 — 2008
Ivan Huerta's Brown Brothers Harriman Experience May 2005 - October 2005
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance October 2005 - Present
Brown Brothers Harriman May 2005 - October 2005
Skills
Mutual Funds, Investments, Asset Management, Series 63, Series 7
Education
Merrimack College 2000 — 2004
Bridgton Academy 1999 — 2000
N/A, N/A: post grad year
Eaton Vance October 2005 - Present
Brown Brothers Harriman May 2005 - October 2005
Skills
Mutual Funds, Investments, Asset Management, Series 63, Series 7
Education
Merrimack College 2000 — 2004
Bridgton Academy 1999 — 2000
N/A, N/A: post grad year
Bill Redfern's Brown Brothers Harriman Experience February 2001 - Present
Job Asst. Vice President Operations at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2001 - Present
Investors Bank & Trust 1999 - 2001
State Street 1991 - 1999
Skills
Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Asset Management, Global Custody, Corporate Actions
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Brown Brothers Harriman February 2001 - Present
Investors Bank & Trust 1999 - 2001
State Street 1991 - 1999
Skills
Securities, Equities, Fixed Income, Financial Services, Mutual Funds, Bloomberg, Asset Management, Global Custody, Corporate Actions
Education
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Jorge E Echevarria's Brown Brothers Harriman Experience 1985 - 1989
Job The Shubert Organization A Quality Assurance Analyst
Industry Entertainment
Experience
The Shubert Organization July 2015 - Present
Express Scripts Inc May 2004 - January 2015
Medco Health Solutions Inc May 2004 - January 2015
Mellon Stock Transfer Services 1989 - 2001
Bradford Trust 1989 - 2001
Mellon Investor Services 1989 - 2001
Brown Brothers Harriman 1985 - 1989
Skills
SDLC, Visio, Software Project..., Business Requirements, Enterprise Architecture, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Quality Assurance, SharePoint, Agile Methodologies
Education
Montclair State University 1980 — 1984
BS, Business
The Shubert Organization July 2015 - Present
Express Scripts Inc May 2004 - January 2015
Medco Health Solutions Inc May 2004 - January 2015
Mellon Stock Transfer Services 1989 - 2001
Bradford Trust 1989 - 2001
Mellon Investor Services 1989 - 2001
Brown Brothers Harriman 1985 - 1989
Skills
SDLC, Visio, Software Project..., Business Requirements, Enterprise Architecture, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Quality Assurance, SharePoint, Agile Methodologies
Education
Montclair State University 1980 — 1984
BS, Business
Alejandra Martinez's Brown Brothers Harriman Experience January 2012 - Present
Job Head of Marketing, Corporate Banking, Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman January 2012 - Present
AM Consulting March 2009 - March 2012
Lehman Brothers April 2001 - September 2008
Lippincott Mercer March 2000 - February 2001
Banco de Credito March 1997 - October 1999
Skills
Corporate Communications, Integrated Marketing, Marketing, Cross-functional Team..., Marketing Strategy, Management, Corporate Branding, Marketing Management, Project Planning, Project Management, Leadership, Strategic Planning, Creative Direction, Product Development, Marketing Communications, Digital Marketing
Education
Marymount University 1990 — 1994
BA, Communications
Brown Brothers Harriman January 2012 - Present
AM Consulting March 2009 - March 2012
Lehman Brothers April 2001 - September 2008
Lippincott Mercer March 2000 - February 2001
Banco de Credito March 1997 - October 1999
Skills
Corporate Communications, Integrated Marketing, Marketing, Cross-functional Team..., Marketing Strategy, Management, Corporate Branding, Marketing Management, Project Planning, Project Management, Leadership, Strategic Planning, Creative Direction, Product Development, Marketing Communications, Digital Marketing
Education
Marymount University 1990 — 1994
BA, Communications
Darius Senkus's Brown Brothers Harriman Experience October 2014 - Present
Job Programmer Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2010 - November 2014
OppenheimerFunds August 2006 - November 2010
QAD June 2005 - June 2006
Oracle September 2002 - June 2005
JD Edwards September 1997 - September 2002
Startek 1995 - 1997
Skills
Testing, Quality Assurance, Test Planning, Regression Testing, Manual Testing, Test Automation, Test Cases, Requirements Analysis, SDLC, Software Quality..., SQL, Quality Center, Unix, Oracle, QTP, Test Management, PL/SQL, Weblogic, XML, Software Development, Enterprise Software, Defect Tracking, Java, Databases, Agile Methodologies, Business Analysis, Integration, Requirements Gathering, SharePoint
Education
Metropolitan State University of Denver 1996 — 2002
B.S., Information Technology
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman September 2010 - November 2014
OppenheimerFunds August 2006 - November 2010
QAD June 2005 - June 2006
Oracle September 2002 - June 2005
JD Edwards September 1997 - September 2002
Startek 1995 - 1997
Skills
Testing, Quality Assurance, Test Planning, Regression Testing, Manual Testing, Test Automation, Test Cases, Requirements Analysis, SDLC, Software Quality..., SQL, Quality Center, Unix, Oracle, QTP, Test Management, PL/SQL, Weblogic, XML, Software Development, Enterprise Software, Defect Tracking, Java, Databases, Agile Methodologies, Business Analysis, Integration, Requirements Gathering, SharePoint
Education
Metropolitan State University of Denver 1996 — 2002
B.S., Information Technology
Lauren Kane's Brown Brothers Harriman Experience 1990 - 1997
Job VP Energy Broker Jefferies Bache
Industry Financial Services
Experience
Jefferies Bache July 2001 - Present
Scotiabank Inverlat October 1999 - September 2000
Brown Brothers Harriman 1990 - 1997
Skills
Commodity, Trading, Hedging, Options, Commodity Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Banking, FX Options, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Commodities, Energy Trading
Education
Montclair State University
BA, Sociology
Jefferies Bache July 2001 - Present
Scotiabank Inverlat October 1999 - September 2000
Brown Brothers Harriman 1990 - 1997
Skills
Commodity, Trading, Hedging, Options, Commodity Markets, Fixed Income, Derivatives, Hedge Funds, Equities, Banking, FX Options, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Commodities, Energy Trading
Education
Montclair State University
BA, Sociology
John P. Reynolds's Brown Brothers Harriman Experience August 1991 - July 2000
Job Managing Director, Head of Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Karen Welch's Brown Brothers Harriman Experience September 2010 - February 2014
Job Director, Global People Movement at Sapient
Industry Human Resources
Experience
Sapient June 2014 - Present
Brown Brothers Harriman September 2010 - February 2014
KLF Coaching and Consulting January 2009 - September 2010
Fidelity Investments June 2007 - December 2008
Bank of America March 2005 - June 2007
Fidelity Investments July 2000 - March 2005
Humboldt Companies 1997 - 2000
Skills
Performance Management, Executive Coaching, Leadership Development, Human Resources, Coaching, Personnel Management, Leadership, Career Counseling, Succession Planning, Talent Management, Employee Engagement, Onboarding, Organizational Design, Change Management, Organizational..., Strategy, Deferred Compensation
Education
Suffolk University 2010 — 2013
Post-Master's Certificate, Organizational Development, 3.9
University of South Carolina - The Moore School of Business
International MBA, International Business, 3.7
Middlebury College
Bachelor of Arts, Russian and Soviet Area Studies, 3.3
Sapient June 2014 - Present
Brown Brothers Harriman September 2010 - February 2014
KLF Coaching and Consulting January 2009 - September 2010
Fidelity Investments June 2007 - December 2008
Bank of America March 2005 - June 2007
Fidelity Investments July 2000 - March 2005
Humboldt Companies 1997 - 2000
Skills
Performance Management, Executive Coaching, Leadership Development, Human Resources, Coaching, Personnel Management, Leadership, Career Counseling, Succession Planning, Talent Management, Employee Engagement, Onboarding, Organizational Design, Change Management, Organizational..., Strategy, Deferred Compensation
Education
Suffolk University 2010 — 2013
Post-Master's Certificate, Organizational Development, 3.9
University of South Carolina - The Moore School of Business
International MBA, International Business, 3.7
Middlebury College
Bachelor of Arts, Russian and Soviet Area Studies, 3.3
Colin Ballantyne's Brown Brothers Harriman Experience October 2013 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2012 - Present
Brown Brothers Harriman May 2007 - September 2012
Brown Brothers Harriman April 2005 - April 2007
Skills
Bloomberg, Corporate Actions, Financial Services, Business Analysis
Education
Miami University 1999 — 2002
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman October 2012 - Present
Brown Brothers Harriman May 2007 - September 2012
Brown Brothers Harriman April 2005 - April 2007
Skills
Bloomberg, Corporate Actions, Financial Services, Business Analysis
Education
Miami University 1999 — 2002
Bachelor of Arts (B.A.), Economics
Susan Grondin's Brown Brothers Harriman Experience August 1997 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 1997 - Present
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Securities, Bloomberg, Investments, Portfolio Management, Banking, Hedge Funds, Derivatives, Asset Management, Capital Markets, Financial Analysis
Education
Northeastern University 2013 — 2014
Certificate of Advanced Study in Management
Merrimack College 1989 — 1994
BS, Business
Brown Brothers Harriman August 1997 - Present
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Securities, Bloomberg, Investments, Portfolio Management, Banking, Hedge Funds, Derivatives, Asset Management, Capital Markets, Financial Analysis
Education
Northeastern University 2013 — 2014
Certificate of Advanced Study in Management
Merrimack College 1989 — 1994
BS, Business
Sekel Chris's Brown Brothers Harriman Experience June 2004 - Present
Job Vice President OPerations at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 2004 - Present
Candio Sekel Inc 1986 - 2011
Sony Electronics Inc 1989 - 2004
Skills
Financial Analysis, Project Management, Vendor Management, Due Diligence, Leadership, Process Improvement, Strategy, Strategic Planning, Entrepreneurship, Data Center
Education
Montclair State University 1978 — 1982
BA, Urban Planning
Brown Brothers Harriman June 2004 - Present
Candio Sekel Inc 1986 - 2011
Sony Electronics Inc 1989 - 2004
Skills
Financial Analysis, Project Management, Vendor Management, Due Diligence, Leadership, Process Improvement, Strategy, Strategic Planning, Entrepreneurship, Data Center
Education
Montclair State University 1978 — 1982
BA, Urban Planning
Katie Tracy RN, BSN's Brown Brothers Harriman Experience August 2008 - April 2011
Job Registered Nurse at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital November 2012 - Present
Brigham and Women's Hospital April 2012 - November 2012
Brown Brothers Harriman August 2008 - April 2011
Skills
Healthcare, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Strategic Planning, Nursing, Clinical Research, Healthcare Management, Research, SPSS, Project Management, Cpr Certified, Outlook, Spanish, Customer Service, Social Media, Pediatrics, Non-profits, Hospitals, Vital Signs, Community Outreach, CPR Certified, Patient Safety, Registered Nurses
Education
MGH Institute of Health Professions 2011 — 2012
Bachelor of Science (B.S.), Nursing Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor, Finance, Accounting, Spanish
Brigham and Women's Hospital November 2012 - Present
Brigham and Women's Hospital April 2012 - November 2012
Brown Brothers Harriman August 2008 - April 2011
Skills
Healthcare, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Strategic Planning, Nursing, Clinical Research, Healthcare Management, Research, SPSS, Project Management, Cpr Certified, Outlook, Spanish, Customer Service, Social Media, Pediatrics, Non-profits, Hospitals, Vital Signs, Community Outreach, CPR Certified, Patient Safety, Registered Nurses
Education
MGH Institute of Health Professions 2011 — 2012
Bachelor of Science (B.S.), Nursing Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor, Finance, Accounting, Spanish
Anthony Finelli's Brown Brothers Harriman Experience September 2008 - November 2008
Job Developer Business Analyst at Signature Bank
Industry Banking
Experience
Signature Bank January 2012 - Present
SetFocus October 2011 - February 2012
Signature Bank May 2011 - November 2011
GlaxoSmithKline March 2011 - May 2011
PVH December 2008 - March 2010
Brown Brothers Harriman September 2008 - November 2008
Bank Hapoalim March 2001 - August 2008
Skills
SQL Server, JavaScript, HTML, T-SQL, Visio, LotusScript, Databases, MDX, Business Objects, SSRS, Business Intelligence, SQL, SharePoint, XML, Microsoft Technologies, CSS, SSIS, Performance Point..., Microsoft SQL Server, SDLC, ETL, Analysis Services, Integration, Software Documentation
Education
Montclair State University 1987 — 1993
Bachelor of Science, History, Business
Signature Bank January 2012 - Present
SetFocus October 2011 - February 2012
Signature Bank May 2011 - November 2011
GlaxoSmithKline March 2011 - May 2011
PVH December 2008 - March 2010
Brown Brothers Harriman September 2008 - November 2008
Bank Hapoalim March 2001 - August 2008
Skills
SQL Server, JavaScript, HTML, T-SQL, Visio, LotusScript, Databases, MDX, Business Objects, SSRS, Business Intelligence, SQL, SharePoint, XML, Microsoft Technologies, CSS, SSIS, Performance Point..., Microsoft SQL Server, SDLC, ETL, Analysis Services, Integration, Software Documentation
Education
Montclair State University 1987 — 1993
Bachelor of Science, History, Business
Todd Becerra's Brown Brothers Harriman Experience February 2012 - Present
Job Vice President Investor Services at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - February 2012
OppenheimerFunds March 1998 - September 2010
National Factoring Sevices 1992 - 1998
Skills
Fund Accounting, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Securities, Financial Analysis, Alternative Investments, Valuation, Equities, Series 7, Investments, Fixed Income, Hedge Funds
Education
Midland Lutheran College 1988 — 1992
Bachelor of Science (BS), Accounting and Economics
Brown Brothers Harriman February 2012 - Present
Brown Brothers Harriman September 2010 - February 2012
OppenheimerFunds March 1998 - September 2010
National Factoring Sevices 1992 - 1998
Skills
Fund Accounting, Mutual Funds, Bloomberg, Asset Allocation, Asset Management, Securities, Financial Analysis, Alternative Investments, Valuation, Equities, Series 7, Investments, Fixed Income, Hedge Funds
Education
Midland Lutheran College 1988 — 1992
Bachelor of Science (BS), Accounting and Economics
chris sekel's Brown Brothers Harriman Experience April 2004 - Present
Job Vice President Operations at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman April 2004 - Present
Sony Electronics Inc 1989 - 2004
Skills
Vendor Management, Asset Management, Project Management, Entrepreneurship, Process Improvement, Contract Negotiation, Risk Management, Management, Operations Management, Change Management, Contract Management, Strategy, Analysis
Education
Montclair State University
Bachelor of Arts (B.A.), Urban Planning
New Jersey Institute of Technology
construction technology
Brown Brothers Harriman April 2004 - Present
Sony Electronics Inc 1989 - 2004
Skills
Vendor Management, Asset Management, Project Management, Entrepreneurship, Process Improvement, Contract Negotiation, Risk Management, Management, Operations Management, Change Management, Contract Management, Strategy, Analysis
Education
Montclair State University
Bachelor of Arts (B.A.), Urban Planning
New Jersey Institute of Technology
construction technology
Susan Rizzo's Brown Brothers Harriman Experience 1991 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Investors Bank & Trust May 2005 - February 2007
Brown Brothers Harriman 1991 - 2005
Skills
Relationship Management, Securities, Equities, Fixed Income, Mutual Funds, Global Custody, Financial Services, Derivatives, Hedge Funds, Risk Management, Financial Modeling, Corporate Actions, Bloomberg, Business Analysis, Settlement, Financial Analysis, Investments, Fund Accounting, Alternative Investments, Client Services, Wealth Management, Asset Management, Trading, Capital Markets, Asset Allocation, Banking, Fund Administration
Education
Hingham High School
Merrimack College
Investors Bank & Trust May 2005 - February 2007
Brown Brothers Harriman 1991 - 2005
Skills
Relationship Management, Securities, Equities, Fixed Income, Mutual Funds, Global Custody, Financial Services, Derivatives, Hedge Funds, Risk Management, Financial Modeling, Corporate Actions, Bloomberg, Business Analysis, Settlement, Financial Analysis, Investments, Fund Accounting, Alternative Investments, Client Services, Wealth Management, Asset Management, Trading, Capital Markets, Asset Allocation, Banking, Fund Administration
Education
Hingham High School
Merrimack College
Jason Bukowski's Brown Brothers Harriman Experience December 2011 - June 2013
Job Business / Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
Bertile Beaulieu-Caban's Brown Brothers Harriman Experience December 2000 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2000 - Present
Brown Brothers Harriman & Co December 2000 - Present
Banco Popular North America January 1998 - December 2000
Banco Popular North America January 1995 - January 1998
Skills
Microsoft Office, Team Leadership, Staff Training, Procedure Development, Staff Supervision, Project Implementation, Cash Management, Account Reconciliation, Microsoft Excel, Management, Accounting, Payroll, Financial Services, Internal Controls, Banking, Risk Management, Financial Analysis, Portfolio Management, Credit, Software Documentation, Finance, Internal Audit
Education
Mercy College 1998 — 1999
Master of Science, Banking
Bernard M. Baruch College 1991 — 1996
Bachelor of Arts, English Literature
Brown Brothers Harriman December 2000 - Present
Brown Brothers Harriman & Co December 2000 - Present
Banco Popular North America January 1998 - December 2000
Banco Popular North America January 1995 - January 1998
Skills
Microsoft Office, Team Leadership, Staff Training, Procedure Development, Staff Supervision, Project Implementation, Cash Management, Account Reconciliation, Microsoft Excel, Management, Accounting, Payroll, Financial Services, Internal Controls, Banking, Risk Management, Financial Analysis, Portfolio Management, Credit, Software Documentation, Finance, Internal Audit
Education
Mercy College 1998 — 1999
Master of Science, Banking
Bernard M. Baruch College 1991 — 1996
Bachelor of Arts, English Literature
Isaac Chandrasingh's Brown Brothers Harriman Experience 2010 - 2013
Job Consultant Brown Brothers Harriman
Industry Information Technology and Services
Experience
Nous Infosystems January 2012 - Present
Nous Infosystems January 2009 - Present
Brown Brothers Harriman 2010 - 2013
Nous Infosystems, Bangalore January 2009 - January 2012
Wipro Technologies February 2008 - January 2009
Wipro Technologies April 2007 - January 2009
Skills
Hibernate, Struts, Java Enterprise Edition, Spring, Servlets, Ant, JBoss Application Server, EJB, Web Services, JDBC, JSF, Java, JavaScript, Tomcat, JPA, JSP, XML, JUnit, AJAX, SOA, MySQL, JBoss Seam, Software Project..., Web Applications, jQuery, Agile Methodologies, REST, SQL, HTML, Websphere, Unix, Software Development, Eclipse, SOAP, Oracle, Maven, Design Patterns, CSS, Subversion
Education
Manonmaniam Sundaranar University 2000 — 2004
Bachelor of Engineering, Electrical and Electronics Engineering
Nous Infosystems January 2012 - Present
Nous Infosystems January 2009 - Present
Brown Brothers Harriman 2010 - 2013
Nous Infosystems, Bangalore January 2009 - January 2012
Wipro Technologies February 2008 - January 2009
Wipro Technologies April 2007 - January 2009
Skills
Hibernate, Struts, Java Enterprise Edition, Spring, Servlets, Ant, JBoss Application Server, EJB, Web Services, JDBC, JSF, Java, JavaScript, Tomcat, JPA, JSP, XML, JUnit, AJAX, SOA, MySQL, JBoss Seam, Software Project..., Web Applications, jQuery, Agile Methodologies, REST, SQL, HTML, Websphere, Unix, Software Development, Eclipse, SOAP, Oracle, Maven, Design Patterns, CSS, Subversion
Education
Manonmaniam Sundaranar University 2000 — 2004
Bachelor of Engineering, Electrical and Electronics Engineering
Krista Lacolla's Brown Brothers Harriman Experience September 2014 - Present
Job Fund Accounting Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Brown Brothers Harriman April 2012 - September 2013
Pioneer Investments September 2011 - April 2012
ALTRO LTD July 2010 - September 2011
Skills
Financial Reporting, Accounts Receivable, Mutual Funds, Financial Analysis, Accounts Payable, Accounting, Finance, PowerPoint, Customer Service, Fund Accounting, Microsoft Excel, Microsoft Word, Account Reconciliation, Leadership, Financial Services
Education
Suffolk University - Sawyer School of Management 2012 — 2015
Master of Business Administration (MBA)
Merrimack College 2005 — 2009
BS, Finance
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman September 2013 - September 2014
Brown Brothers Harriman April 2012 - September 2013
Pioneer Investments September 2011 - April 2012
ALTRO LTD July 2010 - September 2011
Skills
Financial Reporting, Accounts Receivable, Mutual Funds, Financial Analysis, Accounts Payable, Accounting, Finance, PowerPoint, Customer Service, Fund Accounting, Microsoft Excel, Microsoft Word, Account Reconciliation, Leadership, Financial Services
Education
Suffolk University - Sawyer School of Management 2012 — 2015
Master of Business Administration (MBA)
Merrimack College 2005 — 2009
BS, Finance
Christopher Furka's Brown Brothers Harriman Experience May 2008 - August 2008
Job Associate at Hunt Mortgage Group
Industry Financial Services
Experience
Hunt Mortgage Group April 2013 - Present
Investors Bank May 2010 - April 2013
Accenture May 2009 - August 2009
Brown Brothers Harriman May 2008 - August 2008
Skills
Financial Reporting, Investments, Microsoft Excel, Customer Service, Financial Analysis, Access, Variance Analysis, Forecasting, Financial Modeling, PowerPoint, Finance, Valuation
Education
Miami University 2006 — 2010
Bachelor of Science, Finance
Morris Knolls High School 2002 — 2006
Hunt Mortgage Group April 2013 - Present
Investors Bank May 2010 - April 2013
Accenture May 2009 - August 2009
Brown Brothers Harriman May 2008 - August 2008
Skills
Financial Reporting, Investments, Microsoft Excel, Customer Service, Financial Analysis, Access, Variance Analysis, Forecasting, Financial Modeling, PowerPoint, Finance, Valuation
Education
Miami University 2006 — 2010
Bachelor of Science, Finance
Morris Knolls High School 2002 — 2006
Anthony Carrino's Brown Brothers Harriman Experience October 2006 - Present
Job
Industry Information Services
Experience
Brown Brothers Harriman October 2006 - Present
Viecore January 2001 - October 2006
Education
Montclair State University
Bachelors, Political Science
Brown Brothers Harriman October 2006 - Present
Viecore January 2001 - October 2006
Education
Montclair State University
Bachelors, Political Science
Cody Reitman's Brown Brothers Harriman Experience May 2007 - Present
Job Senior Product Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2007 - Present
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Mutual Funds, Hedge Funds, Alternative Investments, Microsoft Excel, Financial Analysis, Bloomberg, Financial Services, Accounting, Risk Management
Education
Merrimack College 1997 — 2001
Bachelor's degree, Accounting and Finance
Brown Brothers Harriman May 2007 - Present
Skills
Fixed Income, Portfolio Management, Equities, Securities, Investments, Mutual Funds, Hedge Funds, Alternative Investments, Microsoft Excel, Financial Analysis, Bloomberg, Financial Services, Accounting, Risk Management
Education
Merrimack College 1997 — 2001
Bachelor's degree, Accounting and Finance
Jeffrey Hansbury's Brown Brothers Harriman Experience January 2015 - Present
Job Supervisor Client Service at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman December 2012 - November 2013
Brown Brothers Harriman September 2010 - December 2012
Education
Merrimack College 2006 — 2010
Business Administration, Management
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman November 2013 - Present
Brown Brothers Harriman December 2012 - November 2013
Brown Brothers Harriman September 2010 - December 2012
Education
Merrimack College 2006 — 2010
Business Administration, Management
Richard Hahn's Brown Brothers Harriman Experience August 2011 - October 2013
Job Vice President, Employee Relations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Brown Brothers Harriman August 2011 - October 2013
UBS May 2005 - August 2011
Ogletree Deakins October 2003 - May 2005
Sills Cummis & Gross P.C. September 2001 - October 2003
Skills
Employment Law, Succession Planning, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Workforce Planning, HRIS, Employee Engagement, Employee Benefits, Change Management, Human Resources
Education
Rutgers University School of Law - Newark 1998 — 2001
J.D., Law
Montclair State University 1991 — 1996
B.A., History
Morgan Stanley October 2013 - Present
Brown Brothers Harriman August 2011 - October 2013
UBS May 2005 - August 2011
Ogletree Deakins October 2003 - May 2005
Sills Cummis & Gross P.C. September 2001 - October 2003
Skills
Employment Law, Succession Planning, Onboarding, Employee Relations, Deferred Compensation, Performance Management, Workforce Planning, HRIS, Employee Engagement, Employee Benefits, Change Management, Human Resources
Education
Rutgers University School of Law - Newark 1998 — 2001
J.D., Law
Montclair State University 1991 — 1996
B.A., History
Beth Stanley's Brown Brothers Harriman Experience June 2009 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2009 - Present
Brown Brothers Harriman March 2008 - June 2009
Brown Brothers Harriman May 2005 - March 2008
Brown Brothers Harriman March 2004 - May 2005
Brown Brothers Harriman June 2003 - March 2004
Brown Brothers Harriman March 2002 - June 2003
Brown Brothers Harriman January 1999 - March 2002
Brown Brothers Harriman November 1996 - January 1999
Mellon Bank June 1994 - November 1996
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Valuation, Risk Management, Bloomberg Terminal, Fund Of Funds, Swaps, Internal Controls, Account Reconciliation, Derivatives, Financial Services, Middle Office, ETFs, Accounting, Options, Auditing, Fund Administration, Financial Risk, Corporate Actions
Education
Merrimack College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Brown Brothers Harriman June 2009 - Present
Brown Brothers Harriman March 2008 - June 2009
Brown Brothers Harriman May 2005 - March 2008
Brown Brothers Harriman March 2004 - May 2005
Brown Brothers Harriman June 2003 - March 2004
Brown Brothers Harriman March 2002 - June 2003
Brown Brothers Harriman January 1999 - March 2002
Brown Brothers Harriman November 1996 - January 1999
Mellon Bank June 1994 - November 1996
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Valuation, Risk Management, Bloomberg Terminal, Fund Of Funds, Swaps, Internal Controls, Account Reconciliation, Derivatives, Financial Services, Middle Office, ETFs, Accounting, Options, Auditing, Fund Administration, Financial Risk, Corporate Actions
Education
Merrimack College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Ethan Fleming's Brown Brothers Harriman Experience June 2012 - November 2012
Job Securities Operations at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Adam Barlow's Brown Brothers Harriman Experience September 2011 - February 2012
Job Client Coordinator at Rockit Solutions, LLC
Industry Financial Services
Experience
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC September 2013 - August 2014
Rockit Solutions LLC June 2012 - August 2013
Brown Brothers Harriman September 2011 - February 2012
Credit Suisse July 2011 - September 2011
RBC Wealth Management June 2010 - August 2010
Skills
Equities, Accounting, Portfolio Management, Trading, Fixed Income, Bloomberg Terminal
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration/Finance
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC September 2013 - August 2014
Rockit Solutions LLC June 2012 - August 2013
Brown Brothers Harriman September 2011 - February 2012
Credit Suisse July 2011 - September 2011
RBC Wealth Management June 2010 - August 2010
Skills
Equities, Accounting, Portfolio Management, Trading, Fixed Income, Bloomberg Terminal
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration/Finance
Edward Kiene's Brown Brothers Harriman Experience July 2014 - Present
Job VP, Manager of Enterprise Data Quality Program at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2014 - Present
CIT October 2009 - Present
Keane Inc July 2008 - August 2009
Skills
Data Modeling, Data Governance, Master Data Management, Data Quality, Reference Data, Data Warehousing, ETL, SDLC, Business Intelligence, Data Warehouse..., Erwin, Data Integration, Enterprise Architecture, Business Analysis, Business Objects, Integration, Requirements Analysis
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Information Systems
Manhattan College
Bachelor's degree, Economics
Brown Brothers Harriman July 2014 - Present
CIT October 2009 - Present
Keane Inc July 2008 - August 2009
Skills
Data Modeling, Data Governance, Master Data Management, Data Quality, Reference Data, Data Warehousing, ETL, SDLC, Business Intelligence, Data Warehouse..., Erwin, Data Integration, Enterprise Architecture, Business Analysis, Business Objects, Integration, Requirements Analysis
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Information Systems
Manhattan College
Bachelor's degree, Economics
Raymond Humphrey's Brown Brothers Harriman Experience July 1989 - April 2006
Job Fixed Income Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2014 - Present
Hartford Investment Management May 2010 - May 2013
Neuberger Berman April 2006 - May 2010
Brown Brothers Harriman July 1989 - April 2006
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg, Equities, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Managment, Equity Research, Portfolio Management, Securities, Series 7, ETFs, Asset Management, Investments, Trading, Structured Products, Currency, Emerging Markets, Capital Markets, Bonds, Global Macro, Derivatives, Investment Advisory, Series 63, FX Options, Equity Derivatives, Electronic Trading, Valuation, Market Risk, Institutional..., Financial Markets, Options, Portfolio Optimization, Quantitative Analytics, Private Equity, Fund Of Funds, Hedging, Structured Finance, Quantitative Finance, Trading Systems, Interest Rate..., Financial Services, FX trading, Commodity, Investment Banking, Financial Modeling, FX Trading
Education
New York University, Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.0
Montclair State University 1984 — 1988
Bachelor of Arts (BA), Economics, 3.0
AllianceBernstein May 2014 - Present
Hartford Investment Management May 2010 - May 2013
Neuberger Berman April 2006 - May 2010
Brown Brothers Harriman July 1989 - April 2006
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg, Equities, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Managment, Equity Research, Portfolio Management, Securities, Series 7, ETFs, Asset Management, Investments, Trading, Structured Products, Currency, Emerging Markets, Capital Markets, Bonds, Global Macro, Derivatives, Investment Advisory, Series 63, FX Options, Equity Derivatives, Electronic Trading, Valuation, Market Risk, Institutional..., Financial Markets, Options, Portfolio Optimization, Quantitative Analytics, Private Equity, Fund Of Funds, Hedging, Structured Finance, Quantitative Finance, Trading Systems, Interest Rate..., Financial Services, FX trading, Commodity, Investment Banking, Financial Modeling, FX Trading
Education
New York University, Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.0
Montclair State University 1984 — 1988
Bachelor of Arts (BA), Economics, 3.0
Alyssa Faethe's Brown Brothers Harriman Experience August 2012 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Time Management
Education
Marist College 2013 — 2015
Master of Business Administration (M.B.A.)
Marist College 2008 — 2012
Bachelor of Science (BS), Business/Finance
Brown Brothers Harriman August 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Time Management
Education
Marist College 2013 — 2015
Master of Business Administration (M.B.A.)
Marist College 2008 — 2012
Bachelor of Science (BS), Business/Finance
Ana Kang's Brown Brothers Harriman Experience 2014 - Present
Job Global Director AML and Sanctions at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman 2014 - Present
Royal Bank of Scotland 2013 - 2014
Goldman Sachs 2010 - 2013
Schulte Roth & Zabel LLP 2006 - 2010
New York County District Attorney's Office 2002 - 2006
Skills
Securities, Prime Brokerage, AML, Internal Investigations, Corporate Governance, Corporate Law, Commercial Litigation, Derivatives, OFAC, Financial Risk, Investment Banking, Westlaw, Civil Litigation, Intellectual Property, Sanction, Legal Compliance, Appeals, FCPA, Legal Writing, Arbitration, Securities Regulation, KYC, Courts, Risk Management, Trials, Contract Negotiation, Due Diligence, Legal Research, Privacy Law, Criminal Law, Hedge Funds, Litigation, Litigation Support, Banking, Licensing, Equities, Fraud, Private Equity, Asset Management, Research, FINRA, Fixed Income
Education
Bronx High School of Science
Middlebury College
Bachelor's degree
The George Washington University Law School
Doctor of Law (JD)
Brown Brothers Harriman 2014 - Present
Royal Bank of Scotland 2013 - 2014
Goldman Sachs 2010 - 2013
Schulte Roth & Zabel LLP 2006 - 2010
New York County District Attorney's Office 2002 - 2006
Skills
Securities, Prime Brokerage, AML, Internal Investigations, Corporate Governance, Corporate Law, Commercial Litigation, Derivatives, OFAC, Financial Risk, Investment Banking, Westlaw, Civil Litigation, Intellectual Property, Sanction, Legal Compliance, Appeals, FCPA, Legal Writing, Arbitration, Securities Regulation, KYC, Courts, Risk Management, Trials, Contract Negotiation, Due Diligence, Legal Research, Privacy Law, Criminal Law, Hedge Funds, Litigation, Litigation Support, Banking, Licensing, Equities, Fraud, Private Equity, Asset Management, Research, FINRA, Fixed Income
Education
Bronx High School of Science
Middlebury College
Bachelor's degree
The George Washington University Law School
Doctor of Law (JD)
Natalie Jasket's Brown Brothers Harriman Experience 2000 - Present
Job Assistant Vice President, HRIT at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2000 - Present
Horizon Blue Cross Blue Shield of New Jersey 1998 - 2000
Skills
PeopleSoft, SDLC, Financial Services, Business Analysis, HRIS, Requirements Gathering, Process Improvement, Vendor Management, MS Project, Risk Management, Talent Acquisition, Change Management, Requirements Analysis, Onboarding, Oracle, Disaster Recovery, Analysis, Project Management, Visio, Human Resources, PeopleCode, Systems Analysis, PeopleTools, Business Process, SQR, Software Documentation, Business Process..., ERP, Data Conversion, Workday
Education
Montclair State University
Bachelor of Science (BS), Management Information Systems, Marketing
Brown Brothers Harriman 2000 - Present
Horizon Blue Cross Blue Shield of New Jersey 1998 - 2000
Skills
PeopleSoft, SDLC, Financial Services, Business Analysis, HRIS, Requirements Gathering, Process Improvement, Vendor Management, MS Project, Risk Management, Talent Acquisition, Change Management, Requirements Analysis, Onboarding, Oracle, Disaster Recovery, Analysis, Project Management, Visio, Human Resources, PeopleCode, Systems Analysis, PeopleTools, Business Process, SQR, Software Documentation, Business Process..., ERP, Data Conversion, Workday
Education
Montclair State University
Bachelor of Science (BS), Management Information Systems, Marketing
Ferdinand Pelejo's Brown Brothers Harriman Experience February 1999 - December 1999
Job VP Middleware Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2000 - Present
Brown Brothers Harriman February 1999 - December 1999
Provident Computer Consultants 1997 - 1998
RCG Consulting Inc 1992 - 1997
Skills
Investment Management, Disaster Recovery, SDLC, DB2, Visio, Requirements Gathering, Enterprise Architecture, Risk Management, IT Strategy, Unix, Solution Architecture, Sybase, Requirements Analysis, Mainframe, SOA, Business Analysis
Education
Mapua Institute of Technology
Bachelor of Science in Computer Enginerring
Morgan Stanley 2000 - Present
Brown Brothers Harriman February 1999 - December 1999
Provident Computer Consultants 1997 - 1998
RCG Consulting Inc 1992 - 1997
Skills
Investment Management, Disaster Recovery, SDLC, DB2, Visio, Requirements Gathering, Enterprise Architecture, Risk Management, IT Strategy, Unix, Solution Architecture, Sybase, Requirements Analysis, Mainframe, SOA, Business Analysis
Education
Mapua Institute of Technology
Bachelor of Science in Computer Enginerring
Sandy Pelc's Brown Brothers Harriman Experience 2009 - June 2013
Job Global Manager International Education
Industry Education Management
Experience
Middlebury Institute of International Studies at Monterey August 2013 - Present
Brown Brothers Harriman 2009 - June 2013
Brown Brothers Harriman 2007 - 2009
Brown Brothers Harriman 2004 - 2007
Education
Middlebury Institute of International Studies at Monterey 2013 — 2015
MA in International Education Management / MBA, Candidate
Washington University in St. Louis
Bachelor of Arts (B.A.), French Minors: Spanish, Economics
School Year Abroad - Barcelona, Spain
Middlebury Institute of International Studies at Monterey August 2013 - Present
Brown Brothers Harriman 2009 - June 2013
Brown Brothers Harriman 2007 - 2009
Brown Brothers Harriman 2004 - 2007
Education
Middlebury Institute of International Studies at Monterey 2013 — 2015
MA in International Education Management / MBA, Candidate
Washington University in St. Louis
Bachelor of Arts (B.A.), French Minors: Spanish, Economics
School Year Abroad - Barcelona, Spain
Veronica Jorge's Brown Brothers Harriman Experience January 1995 - April 1997
Job Manager, Tops On The Waterfront, Gourmet & Specialty Foods Market
Industry Supermarkets
Experience
Tops On The Waterfront September 1997 - Present
St. Joseph High School, Brooklyn, New York September 2007 - December 2008
Brown Brothers Harriman January 1995 - April 1997
SEFCO USA, Inc. (Division of DKB Bank) July 1992 - December 1994
Center for English Studies (Affiliate of International House Group of Schools, U.K) March 1986 - June 1992
American Language and Commuication Center (ALCC) February 1982 - February 1986
Shield of David Institute September 1980 - June 1981
Skills
Customer Service, Conflict Resolution, Negotiation, Teaching, Training, Motivating, Supervising, Leadership, Team Building, Strategic Planning, Organizing, Time Management, Public Speaking, Research, Event Planning, Retail, PowerPoint, Microsoft Word, English, Editing, Employee Training, Human Resources, Program Management, Management, Team Leadership
Education
Mercy College
M.S. with distinction, Education
St. Francis College
B.A. Cum Laude
Tops On The Waterfront September 1997 - Present
St. Joseph High School, Brooklyn, New York September 2007 - December 2008
Brown Brothers Harriman January 1995 - April 1997
SEFCO USA, Inc. (Division of DKB Bank) July 1992 - December 1994
Center for English Studies (Affiliate of International House Group of Schools, U.K) March 1986 - June 1992
American Language and Commuication Center (ALCC) February 1982 - February 1986
Shield of David Institute September 1980 - June 1981
Skills
Customer Service, Conflict Resolution, Negotiation, Teaching, Training, Motivating, Supervising, Leadership, Team Building, Strategic Planning, Organizing, Time Management, Public Speaking, Research, Event Planning, Retail, PowerPoint, Microsoft Word, English, Editing, Employee Training, Human Resources, Program Management, Management, Team Leadership
Education
Mercy College
M.S. with distinction, Education
St. Francis College
B.A. Cum Laude
John Poplawski's Brown Brothers Harriman Experience June 2014 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman August 2008 - June 2014
Skills
Mutual Funds, Trading, Settlement, FX Options, Account Reconciliation, Financial Services, Management, Banking
Education
Marist College 2004 — 2008
Bachelor's degree, Applied Mathematics
Marist College 2004 — 2008
Bachelor's degree, Applied Mathematics
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman August 2008 - June 2014
Skills
Mutual Funds, Trading, Settlement, FX Options, Account Reconciliation, Financial Services, Management, Banking
Education
Marist College 2004 — 2008
Bachelor's degree, Applied Mathematics
Marist College 2004 — 2008
Bachelor's degree, Applied Mathematics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation