Brown Brothers Harriman
Industry: Bank
DescriptionBrown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH. Assets Under Custody $5.6 trillion. Headquarters: New York City, New York, United States Revenue: 1.3 billion USD Number of employees: 5,000 (2012) Founder: W. Averell Harriman Founded: 1931, New York City, New York, United States Subsidiaries: Brown Brothers Harriman (Hong Kong) Limited,
Brown Brothers Harriman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brown Brothers Harriman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,148 Brown Brothers Harriman employees in database. Find out everything there's to know about Brown Brothers Harriman employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Brown Brothers Harriman Employees
Employee
Years
Job
Industry
Eric Bland Eric Bland's Brown Brothers Harriman Experience January 2015 - June 2015
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - June 2015
username: Reskyoo (Self-employed) 2011 - January 2015
Self-employed Repair Services 2011 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Customer Service, Microsoft Word, Leadership, Research, Public Speaking, Ebay Sales, Management, Sales, Team Leadership
Education
Northeastern University 2013 — 2017
Bachelor's Degree, Mathematics and Business Administration (Concentration in Finance)
Brown Brothers Harriman January 2015 - June 2015
username: Reskyoo (Self-employed) 2011 - January 2015
Self-employed Repair Services 2011 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Customer Service, Microsoft Word, Leadership, Research, Public Speaking, Ebay Sales, Management, Sales, Team Leadership
Education
Northeastern University 2013 — 2017
Bachelor's Degree, Mathematics and Business Administration (Concentration in Finance)
Mary Aldrich Mary Aldrich's Brown Brothers Harriman Experience July 2009 - December 2009
Job Senior Consultant at USA Media Rights
Industry Music
Experience
USA Media Rights March 2015 - Present
Michael Page January 2015 - February 2015
Office Team October 2013 - February 2015
Unified Pictures September 2014 - December 2014
Counterpoint Systems February 2011 - July 2013
Mass Appeal Entertainment January 2010 - May 2010
Brown Brothers Harriman July 2009 - December 2009
Allied Integrated Marketing September 2007 - July 2008
Skills
Social Media, Great Plains, Microsoft Office, Customer Relations, Music Industry, Billing, Advertising, Customer Service, Music Production, Music, Entertainment, Invoicing, Great Plains Software, Music Publishing, Digital Media, New Media, Sales, CRM, Social Networking
Education
Northeastern University 2004 — 2010
Bachelor of Science, Business Administration; Business Management, 3.5 GPA
USA Media Rights March 2015 - Present
Michael Page January 2015 - February 2015
Office Team October 2013 - February 2015
Unified Pictures September 2014 - December 2014
Counterpoint Systems February 2011 - July 2013
Mass Appeal Entertainment January 2010 - May 2010
Brown Brothers Harriman July 2009 - December 2009
Allied Integrated Marketing September 2007 - July 2008
Skills
Social Media, Great Plains, Microsoft Office, Customer Relations, Music Industry, Billing, Advertising, Customer Service, Music Production, Music, Entertainment, Invoicing, Great Plains Software, Music Publishing, Digital Media, New Media, Sales, CRM, Social Networking
Education
Northeastern University 2004 — 2010
Bachelor of Science, Business Administration; Business Management, 3.5 GPA
Matthew Bibber Matthew Bibber's Brown Brothers Harriman Experience February 2015 - Present
Job Associate Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman May 2011 - Present
Brown Brothers Harriman June 2008 - May 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Multi Tasking, STAR, Bloomberg Terminal, Microsoft Excel, Outlook, Lotus Notes, Leadership, Managing Associates, Organization, Deadline Oriented, Client Service Oriented, Dependable Team Player, Fixed Income, ETFs, Futures, Trading
Education
Northeastern University 2014 — 2015
Graduate Certificate of the Advanced Study of Management, Business Administration and Management, General, 3.744/4.0 GPA
University of Massachusetts, Amherst 2001 — 2005
BA, Economics Collateral field in Accounting
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman May 2011 - Present
Brown Brothers Harriman June 2008 - May 2011
Investors Bank & Trust June 2006 - June 2008
Skills
Multi Tasking, STAR, Bloomberg Terminal, Microsoft Excel, Outlook, Lotus Notes, Leadership, Managing Associates, Organization, Deadline Oriented, Client Service Oriented, Dependable Team Player, Fixed Income, ETFs, Futures, Trading
Education
Northeastern University 2014 — 2015
Graduate Certificate of the Advanced Study of Management, Business Administration and Management, General, 3.744/4.0 GPA
University of Massachusetts, Amherst 2001 — 2005
BA, Economics Collateral field in Accounting
Antonio Dantas Antonio Dantas's Brown Brothers Harriman Experience August 2013 - September 2014
Job Vice President, Operational Risk Manager at BankUnited
Industry Financial Services
Experience
BankUnited October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Brown Brothers Harriman July 2008 - July 2013
Deloitte & Touche September 2002 - June 2008
Skills
Brazilian Portuguese, English, Derivatives, Accounting, Financial Analysis, Financial Reporting, Hedge Funds, Banking, Sarbanes-Oxley Act, Finance, Risk Management, Auditing, Operational Risk, Internal Audit, Compliance, Quality Assurance, Operational Risk..., Internal Controls, Financial Audits, Financial Risk, Corporate Governance, Cash Management, Workflow Management, Managing Workflow, IT Audit, Big 4, Securities, Mutual Funds
Education
Northeastern University 2003 — 2005
Advanced Certificate, Accounting, GPA: 3.5
Northeastern University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.5
BankUnited October 2014 - Present
Brown Brothers Harriman August 2013 - September 2014
Brown Brothers Harriman July 2008 - July 2013
Deloitte & Touche September 2002 - June 2008
Skills
Brazilian Portuguese, English, Derivatives, Accounting, Financial Analysis, Financial Reporting, Hedge Funds, Banking, Sarbanes-Oxley Act, Finance, Risk Management, Auditing, Operational Risk, Internal Audit, Compliance, Quality Assurance, Operational Risk..., Internal Controls, Financial Audits, Financial Risk, Corporate Governance, Cash Management, Workflow Management, Managing Workflow, IT Audit, Big 4, Securities, Mutual Funds
Education
Northeastern University 2003 — 2005
Advanced Certificate, Accounting, GPA: 3.5
Northeastern University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General, GPA: 3.5
Connie Wright's Brown Brothers Harriman Experience January 2008 - April 2011
Job Facilities at Columbia Gas of Massachusetts
Industry Financial Services
Experience
Brown Brothers Harriman January 2008 - April 2011
Empirix Inc (Formerly Teradyne) January 2001 - July 2007
Teradyne 1995 - 2001
Skills
Process Improvement, Vendor Management, Strategic Planning, Salesforce.com, Project Management, Governance
Education
Northeastern University
Winchester High
Brown Brothers Harriman January 2008 - April 2011
Empirix Inc (Formerly Teradyne) January 2001 - July 2007
Teradyne 1995 - 2001
Skills
Process Improvement, Vendor Management, Strategic Planning, Salesforce.com, Project Management, Governance
Education
Northeastern University
Winchester High
Albert Sung Albert Sung's Brown Brothers Harriman Experience January 2012 - June 2012
Job SEC Reporting and Valuations Analyst at Hercules Technology Growth Capital
Industry Financial Services
Experience
Bullhorn September 2015 - Present
Hercules Technology Growth Capital June 2014 - December 2014
Dorfman Value Investments January 2013 - August 2013
Brown Brothers Harriman January 2012 - June 2012
Brea's Civic and Cultural Center July 2011 - August 2011
Daewoo Securities June 2011 - July 2011
Skills
Microsoft Excel, Data Analysis, Research, Capital IQ, US GAAP reporting, SOI, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Equity Valuation, Photoshop, Social Media, English, Windows, Event Planning, Customer Service, Team Leadership, Accounting, Investments, Securities, Portfolio Management, Account Reconciliation
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance and Financial Management Services, 3.1
Loomis Chaffee School 2007 — 2010
High School Diploma
Bullhorn September 2015 - Present
Hercules Technology Growth Capital June 2014 - December 2014
Dorfman Value Investments January 2013 - August 2013
Brown Brothers Harriman January 2012 - June 2012
Brea's Civic and Cultural Center July 2011 - August 2011
Daewoo Securities June 2011 - July 2011
Skills
Microsoft Excel, Data Analysis, Research, Capital IQ, US GAAP reporting, SOI, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Equity Valuation, Photoshop, Social Media, English, Windows, Event Planning, Customer Service, Team Leadership, Accounting, Investments, Securities, Portfolio Management, Account Reconciliation
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration, Finance and Financial Management Services, 3.1
Loomis Chaffee School 2007 — 2010
High School Diploma
James McAndrew James McAndrew's Brown Brothers Harriman Experience April 2014 - Present
Job Operations Specialist Corporate Actions at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman April 2014 - Present
Thornton & Naumes, LLP July 2012 - December 2012
Boston Neighborhood Network January 2011 - June 2011
Skills
Mac OS, Avid, Pro Tools, Television Directing, Writing, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Studio Camera Operation, Customer Service, Research, Photoshop, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Northeastern University 2008 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Brown Brothers Harriman April 2014 - Present
Thornton & Naumes, LLP July 2012 - December 2012
Boston Neighborhood Network January 2011 - June 2011
Skills
Mac OS, Avid, Pro Tools, Television Directing, Writing, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Studio Camera Operation, Customer Service, Research, Photoshop, Teamwork, Public Speaking, English, Windows, Team Leadership
Education
Northeastern University 2008 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Conrad Cheeks's Brown Brothers Harriman Experience January 2014 - June 2014
Job Analyst & Business Development Professional
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - June 2014
SCVNGR January 2013 - June 2013
ICMA-RC May 2012 - December 2012
weBike April 2012 - December 2012
The Mentor Capital Network January 2012 - June 2012
The Legacy Mentoring Program January 2011 - December 2011
Internal Revenue Service June 2011 - August 2011
Skills
Program Development, Creative Writing, Marketing Strategy, Learning Quickly, Presenter, Sales, Leadership, Team Leadership, Public Speaking, Strategy, Start-ups, Fundraising, Marketing, Entrepreneurship, Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2015
Pursuing BA, Entrepreneurship & Finance
Benjamin Banneker High School 2006 — 2010
High School Diploma
Brown Brothers Harriman January 2014 - June 2014
SCVNGR January 2013 - June 2013
ICMA-RC May 2012 - December 2012
weBike April 2012 - December 2012
The Mentor Capital Network January 2012 - June 2012
The Legacy Mentoring Program January 2011 - December 2011
Internal Revenue Service June 2011 - August 2011
Skills
Program Development, Creative Writing, Marketing Strategy, Learning Quickly, Presenter, Sales, Leadership, Team Leadership, Public Speaking, Strategy, Start-ups, Fundraising, Marketing, Entrepreneurship, Analysis, Microsoft Excel
Education
Northeastern University 2010 — 2015
Pursuing BA, Entrepreneurship & Finance
Benjamin Banneker High School 2006 — 2010
High School Diploma
Cara D'Addario Cara D'Addario's Brown Brothers Harriman Experience March 2012 - Present
Job Assistant Vice President, Service Delivery Corporate Actions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman December 2007 - March 2010
Brown Brothers Harriman October 2006 - December 2007
Brown Brothers Harriman June 2005 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Service Level Agreements, Corporate Actions, Global Custody, RFP, Financial Services, Due Diligence, Capital Markets, International Business, Asset Management, Service Delivery, Data Analysis
Education
Northeastern University 2008 — 2011
Master of Business Administration (MBA), International Business, Finance
Providence College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brown Brothers Harriman March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman December 2007 - March 2010
Brown Brothers Harriman October 2006 - December 2007
Brown Brothers Harriman June 2005 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Service Level Agreements, Corporate Actions, Global Custody, RFP, Financial Services, Due Diligence, Capital Markets, International Business, Asset Management, Service Delivery, Data Analysis
Education
Northeastern University 2008 — 2011
Master of Business Administration (MBA), International Business, Finance
Providence College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Brett Mattson Brett Mattson's Brown Brothers Harriman Experience August 2014 - Present
Job Assistant Vice President Client Service Group at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street November 2013 - August 2014
State Street March 2012 - November 2013
State Street February 2010 - March 2012
State Street August 2008 - February 2010
State Street August 2007 - July 2008
Skills
Fund Accounting, Financial Services, Process Improvement, Corporate Actions, Microsoft Excel, Client Visits, Client-centric, Mutual Funds, Global Custody, Settlement, Relationship Management, Securities, Bloomberg, Fund Administration, Business Transformation, Hedge Funds, Bloomberg Terminal, Derivatives, Fixed Income, Equities
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Brown Brothers Harriman August 2014 - Present
State Street November 2013 - August 2014
State Street March 2012 - November 2013
State Street February 2010 - March 2012
State Street August 2008 - February 2010
State Street August 2007 - July 2008
Skills
Fund Accounting, Financial Services, Process Improvement, Corporate Actions, Microsoft Excel, Client Visits, Client-centric, Mutual Funds, Global Custody, Settlement, Relationship Management, Securities, Bloomberg, Fund Administration, Business Transformation, Hedge Funds, Bloomberg Terminal, Derivatives, Fixed Income, Equities
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Christopher J. Kiricoples Christopher J. Kiricoples's Brown Brothers Harriman Experience April 2005 - October 2005
Job Senior Operations Specialist at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2014 - Present
John Hancock Financial Services September 2011 - October 2014
John Hancock Financial Services November 2007 - September 2011
John Hancock Financial Services October 2005 - November 2007
Brown Brothers Harriman April 2005 - October 2005
Best Buy 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Fund Accounting, Accounting, Bloomberg, Insurance, Securities, Financial Services, Equities, Derivatives, PowerPoint, Hedge Funds, Auditing, Fixed Income, Corporate Finance, Microsoft Excel, Portfolio Management, Account Reconciliation, Visual Basic, Report Writing, Reporting & Analysis, Banking, Finance, Investments
Education
Northeastern University 2010 — 2015
Master of Business Administration (MBA)
Northeastern University 2010 — 2015
Master of Science Finance, Accounting and Finance
Salem State College 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
John Hancock Financial Services October 2014 - Present
John Hancock Financial Services September 2011 - October 2014
John Hancock Financial Services November 2007 - September 2011
John Hancock Financial Services October 2005 - November 2007
Brown Brothers Harriman April 2005 - October 2005
Best Buy 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Fund Accounting, Accounting, Bloomberg, Insurance, Securities, Financial Services, Equities, Derivatives, PowerPoint, Hedge Funds, Auditing, Fixed Income, Corporate Finance, Microsoft Excel, Portfolio Management, Account Reconciliation, Visual Basic, Report Writing, Reporting & Analysis, Banking, Finance, Investments
Education
Northeastern University 2010 — 2015
Master of Business Administration (MBA)
Northeastern University 2010 — 2015
Master of Science Finance, Accounting and Finance
Salem State College 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Aleksandra Thompson Aleksandra Thompson's Brown Brothers Harriman Experience May 2012 - September 2013
Job Expense Analyst at John Hancock Financial Services
Industry Accounting
Experience
John Hancock Financial Services September 2013 - Present
Brown Brothers Harriman May 2012 - September 2013
Petergate 2009 - 2011
Skills
Risk Management, Valuation, Microsoft Excel, Analysis, Financial Markets, Economics, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Financial Analysis, Bloomberg, Equities, Mutual Funds, Investments
Education
Northeastern University 2012 — 2013
Bachelor of Science (BS), Accounting and Finance
Saint-Petersburg University of Engineering and Economics 2008 — 2011
Bachelor of Science (BS), Accounting
Coursera
John Hancock Financial Services September 2013 - Present
Brown Brothers Harriman May 2012 - September 2013
Petergate 2009 - 2011
Skills
Risk Management, Valuation, Microsoft Excel, Analysis, Financial Markets, Economics, PowerPoint, Microsoft Word, Accounting, Financial Reporting, Financial Analysis, Bloomberg, Equities, Mutual Funds, Investments
Education
Northeastern University 2012 — 2013
Bachelor of Science (BS), Accounting and Finance
Saint-Petersburg University of Engineering and Economics 2008 — 2011
Bachelor of Science (BS), Accounting
Coursera
Edward R. Ruscio's Brown Brothers Harriman Experience January 2012 - January 2013
Job Business Analyst / Project Manager at State Street
Industry Financial Services
Experience
Winter Wyman July 2013 - Present
Brown Brothers Harriman January 2012 - January 2013
Brown Brothers Harriman November 2004 - February 2012
Brown Brothers Harriman June 1998 - October 2004
State Street June 1995 - May 1998
State Street September 1982 - May 1995
Skills
Financial Services, Fund Accounting, Eagle STAR, Mutual Funds, Fixed Income, Equities, Foreign Securities, Foreign Currency, Pricing Systems, Pricing Analysis, Securities, Derivatives, Multi-currency, Business Requirements, Business Systems Design, Microsoft Applications, Information Mapping, Microsoft Excel, Visio, SnagIt, User Acceptance Testing, Test Plans, Alternative Investments, Partnership Accounting, Partnership Taxation, Hedge Funds, Trading, Fund Administration, Fund Of Funds, Eagle PACE, Horizon
Education
Northeastern University 1984 — 1992
Accounting
Winter Wyman July 2013 - Present
Brown Brothers Harriman January 2012 - January 2013
Brown Brothers Harriman November 2004 - February 2012
Brown Brothers Harriman June 1998 - October 2004
State Street June 1995 - May 1998
State Street September 1982 - May 1995
Skills
Financial Services, Fund Accounting, Eagle STAR, Mutual Funds, Fixed Income, Equities, Foreign Securities, Foreign Currency, Pricing Systems, Pricing Analysis, Securities, Derivatives, Multi-currency, Business Requirements, Business Systems Design, Microsoft Applications, Information Mapping, Microsoft Excel, Visio, SnagIt, User Acceptance Testing, Test Plans, Alternative Investments, Partnership Accounting, Partnership Taxation, Hedge Funds, Trading, Fund Administration, Fund Of Funds, Eagle PACE, Horizon
Education
Northeastern University 1984 — 1992
Accounting
Justin Coppola's Brown Brothers Harriman Experience June 2003 - August 2006
Job Head of ADR Desk at ConvergEx Group
Industry Financial Services
Experience
Convergex November 2006 - Present
Exis Capital Management August 2006 - November 2006
Brown Brothers Harriman June 2003 - August 2006
Fidelity Investments January 2002 - June 2003
Skills
Equities, Trading, Bloomberg, Securities, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, FX Options, Series 7, Portfolio Management, Equity Derivatives, Financial Markets, Commodity, Mutual Funds, Series 63, Capital Markets, Market Data, Options, Trading Strategies, Emerging Markets, Alternative Investments, Asset Management, Back Office, Derivatives, Prime Brokerage, ETFs, Settlement, Traders, ADRs, Currency, Foreign Exchange, Electronic Trading..., Algorithms, Trade Cost Analysis, Trade Analytics, Investments, Finance, Financial Services, FINRA, Risk Management, Investment Banking, Financial Analysis, Equity Research
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance
Convergex November 2006 - Present
Exis Capital Management August 2006 - November 2006
Brown Brothers Harriman June 2003 - August 2006
Fidelity Investments January 2002 - June 2003
Skills
Equities, Trading, Bloomberg, Securities, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, FX Options, Series 7, Portfolio Management, Equity Derivatives, Financial Markets, Commodity, Mutual Funds, Series 63, Capital Markets, Market Data, Options, Trading Strategies, Emerging Markets, Alternative Investments, Asset Management, Back Office, Derivatives, Prime Brokerage, ETFs, Settlement, Traders, ADRs, Currency, Foreign Exchange, Electronic Trading..., Algorithms, Trade Cost Analysis, Trade Analytics, Investments, Finance, Financial Services, FINRA, Risk Management, Investment Banking, Financial Analysis, Equity Research
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance
Jacob H. Krosse Jacob H. Krosse's Brown Brothers Harriman Experience July 2013 - December 2013
Job Direct Lending Coop at THL Credit, Inc.
Industry Financial Services
Experience
THL Credit, Inc. June 2014 - Present
Brown Brothers Harriman July 2013 - December 2013
SCORE Norwalk May 2012 - August 2012
Connecticut State Referee Program 2005 - June 2012
Self employed June 2011 - August 2011
Skills
Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Analysis, Access, Management, Fund Accounting, Mutual Funds, Economics, Finance, Equities, Accounting
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business
Staples High School 2007 — 2011
High School
THL Credit, Inc. June 2014 - Present
Brown Brothers Harriman July 2013 - December 2013
SCORE Norwalk May 2012 - August 2012
Connecticut State Referee Program 2005 - June 2012
Self employed June 2011 - August 2011
Skills
Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Analysis, Access, Management, Fund Accounting, Mutual Funds, Economics, Finance, Equities, Accounting
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business
Staples High School 2007 — 2011
High School
Jack McGee Jack McGee's Brown Brothers Harriman Experience 1981 - 1995
Job IT Project Manager
Industry Information Technology and Services
Experience
Staples October 2014 - July 2015
Philips Home Monitoring / Philips Lifeline - Adecco August 2010 - August 2014
State St. Bank / Keane - NTT June 1998 - February 2010
Fidelity Investments 1995 - 1998
Brown Brothers Harriman 1981 - 1995
Skills
Project Management, SDLC, Financial Services, Quality Assurance, Software Project..., Securities, Infrastructure, Management, Requirements Analysis, Project Planning, Business Analysis, Leadership, IT Strategy, Global Custody, User Acceptance Testing, Business Process..., Business Process, Requirements Gathering, Vendor Management, Visio, Integration, Cross-functional Team..., Program Management, Team Building, Mergers & Acquisitions, Change Management, Strategic Planning, Project Portfolio..., SQL, Risk Management, MS Project, Business Requirements, Analysis
Education
Northeastern University
BS
Staples October 2014 - July 2015
Philips Home Monitoring / Philips Lifeline - Adecco August 2010 - August 2014
State St. Bank / Keane - NTT June 1998 - February 2010
Fidelity Investments 1995 - 1998
Brown Brothers Harriman 1981 - 1995
Skills
Project Management, SDLC, Financial Services, Quality Assurance, Software Project..., Securities, Infrastructure, Management, Requirements Analysis, Project Planning, Business Analysis, Leadership, IT Strategy, Global Custody, User Acceptance Testing, Business Process..., Business Process, Requirements Gathering, Vendor Management, Visio, Integration, Cross-functional Team..., Program Management, Team Building, Mergers & Acquisitions, Change Management, Strategic Planning, Project Portfolio..., SQL, Risk Management, MS Project, Business Requirements, Analysis
Education
Northeastern University
BS
Anh-Phuong (Paula) Vo Anh-Phuong (Paula) Vo's Brown Brothers Harriman Experience March 2015 - Present
Job Student Services Specialist at Northeastern University
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Northeastern University - International Students and Scholars Institute September 2014 - December 2014
Massachusetts Office of Consumer Affairs and Business Regulation January 2014 - June 2014
DatVietVAC Group Holdings July 2013 - August 2013
Northeastern University, Vietnamese Student Association September 2011 - May 2013
John Hancock Financial Services 2012 - 2012
PSB College June 2011 - August 2011
Lawrence S. Ting School June 2009 - July 2009
Skills
Media Planning, Advertising, Media Buying, Social Media Marketing, Digital Marketing, Facebook, Digital Strategy, Marketing Communications, Digital Media, Integrated Marketing, Google Analytics, Social Media, Google Adwords, Blogging, Online Advertising, Internal Communications, Brand Management, Marketing Strategy, Marketing, Event Planning, Press Releases, Project Management, Project Planning, Problem Solving, Professional Phone..., Writing
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), International Affairs and Economics
Saigon South International School 2007 — 2010
High school diploma
Brown Brothers Harriman March 2015 - Present
Northeastern University - International Students and Scholars Institute September 2014 - December 2014
Massachusetts Office of Consumer Affairs and Business Regulation January 2014 - June 2014
DatVietVAC Group Holdings July 2013 - August 2013
Northeastern University, Vietnamese Student Association September 2011 - May 2013
John Hancock Financial Services 2012 - 2012
PSB College June 2011 - August 2011
Lawrence S. Ting School June 2009 - July 2009
Skills
Media Planning, Advertising, Media Buying, Social Media Marketing, Digital Marketing, Facebook, Digital Strategy, Marketing Communications, Digital Media, Integrated Marketing, Google Analytics, Social Media, Google Adwords, Blogging, Online Advertising, Internal Communications, Brand Management, Marketing Strategy, Marketing, Event Planning, Press Releases, Project Management, Project Planning, Problem Solving, Professional Phone..., Writing
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), International Affairs and Economics
Saigon South International School 2007 — 2010
High school diploma
Charlie Fang Charlie Fang's Brown Brothers Harriman Experience July 2013 - Present
Job Client Service Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
State Street May 2010 - July 2013
State Street August 2008 - May 2010
State Street June 2007 - August 2008
Skills
Fund Accounting, Corporate Actions, Taxation, Dividends, Capital Gains Tax, Bloomberg, Bloomberg Terminal, Microsoft Office, Valuation, Risk Assessment, Derivatives, Equities, Fixed Income, Mutual Funds, Financial Analysis, Mentoring, Business Writing, Accounting
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance and Insurance
North Quincy High School
Brown Brothers Harriman July 2013 - Present
State Street May 2010 - July 2013
State Street August 2008 - May 2010
State Street June 2007 - August 2008
Skills
Fund Accounting, Corporate Actions, Taxation, Dividends, Capital Gains Tax, Bloomberg, Bloomberg Terminal, Microsoft Office, Valuation, Risk Assessment, Derivatives, Equities, Fixed Income, Mutual Funds, Financial Analysis, Mentoring, Business Writing, Accounting
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance and Insurance
North Quincy High School
Brendan Doherty Brendan Doherty's Brown Brothers Harriman Experience January 2010 - June 2010
Job Marketing Data Analyst at Grand Circle Corporation
Industry Computer Software
Experience
Grand Circle Corporation April 2015 - Present
Plymouth Rock Assurance March 2014 - April 2015
PTC February 2012 - March 2014
Saint-Gobain Abrasives June 2011 - February 2012
Brown Brothers Harriman January 2010 - June 2010
Vandegrift Forwarding Company, Inc. January 2008 - June 2008
Skills
Tableau, Omniture, Marketing Analytics, Salesforce.com, Financial Analysis, Economic Forecasting, Microsoft Excel, Entrepreneurship, Operational Support, Software Industry
Education
Northeastern University 2006 — 2011
BS, Finance/ New Venture Management and Entrepreneurship
Grand Circle Corporation April 2015 - Present
Plymouth Rock Assurance March 2014 - April 2015
PTC February 2012 - March 2014
Saint-Gobain Abrasives June 2011 - February 2012
Brown Brothers Harriman January 2010 - June 2010
Vandegrift Forwarding Company, Inc. January 2008 - June 2008
Skills
Tableau, Omniture, Marketing Analytics, Salesforce.com, Financial Analysis, Economic Forecasting, Microsoft Excel, Entrepreneurship, Operational Support, Software Industry
Education
Northeastern University 2006 — 2011
BS, Finance/ New Venture Management and Entrepreneurship
Christopher Marino's Brown Brothers Harriman Experience December 2010 - Present
Job at Brown Brothers Harriman FX
Industry Financial Services
Experience
Brown Brothers Harriman December 2010 - Present
SCS Financial June 2009 - December 2009
State Street June 2008 - May 2009
Education
Northeastern University 2006 — 2010
Bachelors of Science in Business Administration, Finance
Shanghai University of Finance and Economics 2010 — 2010
Brown Brothers Harriman December 2010 - Present
SCS Financial June 2009 - December 2009
State Street June 2008 - May 2009
Education
Northeastern University 2006 — 2010
Bachelors of Science in Business Administration, Finance
Shanghai University of Finance and Economics 2010 — 2010
Charline De Lorme Charline De Lorme's Brown Brothers Harriman Experience 1998 - 2000
Job Senior Staff Accountant at SeaChange International
Industry Financial Services
Experience
SeaChange International May 2002 - June 2011
CCBN November 2000 - February 2001
Cignal 2000 - 2001
Brown Brothers Harriman 1998 - 2000
SHL Group 1996 - 1998
Skills
General Ledger, Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis
Education
Cardio Kids Yoga 2013 — 2013
Sacred Seeds Yoga School 2012 — 2012
Usui Shiki Ryoho Reiki 2012 — 2012
Northeastern University 1999 — 1999
SeaChange International May 2002 - June 2011
CCBN November 2000 - February 2001
Cignal 2000 - 2001
Brown Brothers Harriman 1998 - 2000
SHL Group 1996 - 1998
Skills
General Ledger, Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis
Education
Cardio Kids Yoga 2013 — 2013
Sacred Seeds Yoga School 2012 — 2012
Usui Shiki Ryoho Reiki 2012 — 2012
Northeastern University 1999 — 1999
Grant Goldman's Brown Brothers Harriman Experience January 2015 - June 2015
Job Global ETF Transfer Agent Coop at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2015 - June 2015
Booker Software July 2013 - December 2013
Islands Restaurant June 2010 - August 2012
Los Angeles County June 2010 - August 2012
Chabad Telethon/KTLA October 2011 - October 2011
Los Alamitos Field February 2010 - May 2010
Skills
Sales, Leadership, Social Networking, Social Media, Public Speaking, Event Planning, Teamwork, Marketing, Microsoft Office, Customer Service, Microsoft Excel, Data Analysis, Management, Economics, Market Research, Social Media Marketing, Analysis, Strategic Planning, Conflict Resolution, Marketing Strategy, Spanish, Public Relations, Research, Team Leadership, PowerPoint, Finance, ETFs
Education
Northeastern University 2012 — 2015
Bachelor of Applied Science (BASc), Economics, Seniro
Orange Coast College 2010 — 2012
Los Alamitos High School 2006 — 2010
High School Diploma
HBX CORe
HBX CORe
Brown Brothers Harriman January 2015 - June 2015
Booker Software July 2013 - December 2013
Islands Restaurant June 2010 - August 2012
Los Angeles County June 2010 - August 2012
Chabad Telethon/KTLA October 2011 - October 2011
Los Alamitos Field February 2010 - May 2010
Skills
Sales, Leadership, Social Networking, Social Media, Public Speaking, Event Planning, Teamwork, Marketing, Microsoft Office, Customer Service, Microsoft Excel, Data Analysis, Management, Economics, Market Research, Social Media Marketing, Analysis, Strategic Planning, Conflict Resolution, Marketing Strategy, Spanish, Public Relations, Research, Team Leadership, PowerPoint, Finance, ETFs
Education
Northeastern University 2012 — 2015
Bachelor of Applied Science (BASc), Economics, Seniro
Orange Coast College 2010 — 2012
Los Alamitos High School 2006 — 2010
High School Diploma
HBX CORe
HBX CORe
Clinton Oas's Brown Brothers Harriman Experience 2014 - 2015
Job CoFounder at Strive Labs Inc.
Industry Financial Services
Experience
Strive Labs, Inc. 2011 - Present
Brown Brothers Harriman 2014 - 2015
Evolution Markets White Plains April 2012 - June 2012
United States Marines January 2010 - January 2011
Sturgeon Capital Management January 2010 - June 2010
Liberty Mutual Insurance January 2009 - June 2009
YMCA 1998 - 2007
Skills
Economics, Finance, Investment Management, Financial Analysis, Investments, Data Analysis, Research, Strategic Planning, Entrepreneurship, Microsoft Excel, Analysis, PowerPoint, Management
Education
Suffolk University Law School
J.D. Candidate, Class of 2018
Northeastern University 2008 — 2011
Bachelor of Science (BS), Economics
National Outdoor Leadership School 2009 — 2009
Pacific Northwest Outdoor Educator School of Mountaineering
The Derryfield School
Strive Labs, Inc. 2011 - Present
Brown Brothers Harriman 2014 - 2015
Evolution Markets White Plains April 2012 - June 2012
United States Marines January 2010 - January 2011
Sturgeon Capital Management January 2010 - June 2010
Liberty Mutual Insurance January 2009 - June 2009
YMCA 1998 - 2007
Skills
Economics, Finance, Investment Management, Financial Analysis, Investments, Data Analysis, Research, Strategic Planning, Entrepreneurship, Microsoft Excel, Analysis, PowerPoint, Management
Education
Suffolk University Law School
J.D. Candidate, Class of 2018
Northeastern University 2008 — 2011
Bachelor of Science (BS), Economics
National Outdoor Leadership School 2009 — 2009
Pacific Northwest Outdoor Educator School of Mountaineering
The Derryfield School
Isha Sanghavi Isha Sanghavi's Brown Brothers Harriman Experience January 2012 - June 2012
Job Investor Relations Associate at Valorem Advisors
Industry Financial Services
Experience
Valorem Advisors August 2015 - Present
Vertex Pharmaceuticals September 2014 - April 2015
Mahindra & Mahindra January 2013 - June 2013
Brown Brothers Harriman January 2012 - June 2012
Royal Bank of Scotland June 2011 - September 2011
Skills
Financial Analysis, Microsoft Office, PowerPoint, Entrepreneurship, Time Management, Microsoft Excel, Databases, Outlook, MConnect, Management, Analysis, Software Documentation, Research, Internal Audit, Investments, Finance, Compliance Management
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Entrepreneurship
The Chinese University of Hong Kong 2012 — 2012
International Summer School
BD Somani International School 2008 — 2010
International Baccalaureate Diploma
St. Anne's High School 1996 — 2008
S.S.C
Valorem Advisors August 2015 - Present
Vertex Pharmaceuticals September 2014 - April 2015
Mahindra & Mahindra January 2013 - June 2013
Brown Brothers Harriman January 2012 - June 2012
Royal Bank of Scotland June 2011 - September 2011
Skills
Financial Analysis, Microsoft Office, PowerPoint, Entrepreneurship, Time Management, Microsoft Excel, Databases, Outlook, MConnect, Management, Analysis, Software Documentation, Research, Internal Audit, Investments, Finance, Compliance Management
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Entrepreneurship
The Chinese University of Hong Kong 2012 — 2012
International Summer School
BD Somani International School 2008 — 2010
International Baccalaureate Diploma
St. Anne's High School 1996 — 2008
S.S.C
Josie Osterman's Brown Brothers Harriman Experience August 2010 - August 2011
Job Senior Business Analyst at Omgeo
Industry Information Technology and Services
Experience
Omgeo April 2013 - Present
Omgeo May 2012 - April 2013
Brown Brothers Harriman August 2010 - August 2011
Whitridge Associates March 2010 - August 2010
Hipercept April 2009 - February 2010
Rockit Solutions, LLC September 2007 - January 2009
Whitridge Associates May 2007 - September 2007
Evare, LLC July 2006 - April 2007
Investors Bank & Trust Co August 1998 - June 2006
Appleton Partners September 1996 - August 1998
Skills
Management, Business Analysis, Leadership, Product Management, Equities, CRM, Financial Services, Project Management, Business Development, Risk Management, Integration, SDLC, Consulting, Banking, Business Requirements, Requirements Gathering, Process Improvement, Team Building, Business Process, Vendor Management, Software Project..., Quality Assurance, Requirements Analysis, Testing, IT Strategy, Business Process..., Business Intelligence
Education
Northeastern University 1985 — 1993
BSBA, Marketing
Omgeo April 2013 - Present
Omgeo May 2012 - April 2013
Brown Brothers Harriman August 2010 - August 2011
Whitridge Associates March 2010 - August 2010
Hipercept April 2009 - February 2010
Rockit Solutions, LLC September 2007 - January 2009
Whitridge Associates May 2007 - September 2007
Evare, LLC July 2006 - April 2007
Investors Bank & Trust Co August 1998 - June 2006
Appleton Partners September 1996 - August 1998
Skills
Management, Business Analysis, Leadership, Product Management, Equities, CRM, Financial Services, Project Management, Business Development, Risk Management, Integration, SDLC, Consulting, Banking, Business Requirements, Requirements Gathering, Process Improvement, Team Building, Business Process, Vendor Management, Software Project..., Quality Assurance, Requirements Analysis, Testing, IT Strategy, Business Process..., Business Intelligence
Education
Northeastern University 1985 — 1993
BSBA, Marketing
Mark Walata Mark Walata's Brown Brothers Harriman Experience 2006 - Present
Job Assistant Vice President, Senior Tax Research Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2006 - Present
State Street Bank & Trust Co. 2003 - 2006
State Street Bank & Trust Co. 2000 - 2003
State Street Bank & Trust Co. 1997 - 2000
Arthur D. Little, Inc. 1995 - 1997
Arthur D. Little, Inc. 1990 - 1995
Skills
Corporate Tax, Tax Research, Hedge Funds, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Financial Services, Tax, Asset Allocation, Tax Preparation, Forecasting, Microsoft Word, Portfolio Management, PowerPoint, Vendor Management, Microsoft Excel, Accounting, Investments, Cost Basis Reporting, Foreign Account Tax...
Education
Northeastern University 1996 — 1998
Master of Science Degree in Taxation
Northeastern University 1978 — 1983
Bachelor of Science Degree in Business Administration, Accounting
Brown Brothers Harriman 2006 - Present
State Street Bank & Trust Co. 2003 - 2006
State Street Bank & Trust Co. 2000 - 2003
State Street Bank & Trust Co. 1997 - 2000
Arthur D. Little, Inc. 1995 - 1997
Arthur D. Little, Inc. 1990 - 1995
Skills
Corporate Tax, Tax Research, Hedge Funds, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Financial Services, Tax, Asset Allocation, Tax Preparation, Forecasting, Microsoft Word, Portfolio Management, PowerPoint, Vendor Management, Microsoft Excel, Accounting, Investments, Cost Basis Reporting, Foreign Account Tax...
Education
Northeastern University 1996 — 1998
Master of Science Degree in Taxation
Northeastern University 1978 — 1983
Bachelor of Science Degree in Business Administration, Accounting
Bob Wymes Bob Wymes's Brown Brothers Harriman Experience December 2004 - September 2006
Job AVPPrivate Equity at Private Equity
Industry Financial Services
Experience
Boys youth lacrosse coach June 2013 - Present
Private Equity July 2009 - April 2013
John Hancock 2008 - 2009
Pioneer Investments September 2006 - April 2008
Brown Brothers Harriman December 2004 - September 2006
Fidelity Investments February 1996 - October 2001
Skills
Financial Services, Asset Managment, Investments, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Investment Advisory, Capital Markets, Trading, Portfolio Management, Investment Strategies, Bloomberg, Bonds, Alternative Investments, Risk Management, Financial Analysis, Series 7, Series 63, Financial Markets, Investment Management, Asset Allocation, Equity Trading, Securities Lending, FX Options, Middle Office, Series 24, Options, Investment Banking, Relationship Management, Private Equity, Valuation, Settlement, Trading Systems, Asset Management
Education
Northeastern University 1987 — 1992
BS
East Hampton High School 1983 — 1987
Boys youth lacrosse coach June 2013 - Present
Private Equity July 2009 - April 2013
John Hancock 2008 - 2009
Pioneer Investments September 2006 - April 2008
Brown Brothers Harriman December 2004 - September 2006
Fidelity Investments February 1996 - October 2001
Skills
Financial Services, Asset Managment, Investments, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Investment Advisory, Capital Markets, Trading, Portfolio Management, Investment Strategies, Bloomberg, Bonds, Alternative Investments, Risk Management, Financial Analysis, Series 7, Series 63, Financial Markets, Investment Management, Asset Allocation, Equity Trading, Securities Lending, FX Options, Middle Office, Series 24, Options, Investment Banking, Relationship Management, Private Equity, Valuation, Settlement, Trading Systems, Asset Management
Education
Northeastern University 1987 — 1992
BS
East Hampton High School 1983 — 1987
Eric Wilde Eric Wilde's Brown Brothers Harriman Experience July 2010 - January 2011
Job Student at Northeastern University
Industry Financial Services
Experience
Brown Brothers Harriman July 2010 - January 2011
Forrester Research June 2009 - December 2009
Yodle March 2009 - June 2009
Education
Northeastern University 2007 — 2011
BSBA, Business: Finance & Management, French
Brown Brothers Harriman July 2010 - January 2011
Forrester Research June 2009 - December 2009
Yodle March 2009 - June 2009
Education
Northeastern University 2007 — 2011
BSBA, Business: Finance & Management, French
Claude Lyncee's Brown Brothers Harriman Experience July 2014 - September 2014
Job Tax Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
University of Massachusetts October 2013 - June 2014
University of Massachusetts July 2013 - October 2013
University of Massachusetts September 2008 - June 2013
Skills
Customer Service, Data Analysis, Statistics, Microsoft Office, Microscopy, PCR, Teaching, Research, Higher Education, Community Outreach, •Knowledge of Cost..., •Knowledge of Accounts..., •Knowledge of tax..., •Knowledge of tax..., •Proficient with..., •Ability to adjust and..., Peachtree, Star, Omega, •Fluent in English,...
Education
Northeastern University 2012 — 2014
Bachelor's Degree, Finance and Accounting Management
J.P. Morgan September 2014 - Present
Brown Brothers Harriman July 2014 - September 2014
University of Massachusetts October 2013 - June 2014
University of Massachusetts July 2013 - October 2013
University of Massachusetts September 2008 - June 2013
Skills
Customer Service, Data Analysis, Statistics, Microsoft Office, Microscopy, PCR, Teaching, Research, Higher Education, Community Outreach, •Knowledge of Cost..., •Knowledge of Accounts..., •Knowledge of tax..., •Knowledge of tax..., •Proficient with..., •Ability to adjust and..., Peachtree, Star, Omega, •Fluent in English,...
Education
Northeastern University 2012 — 2014
Bachelor's Degree, Finance and Accounting Management
Mary Maureen Nolan, PMP Mary Maureen Nolan, PMP's Brown Brothers Harriman Experience 1994 - 1997
Job Sr IT Project Manager at Tufts Health Plan
Industry
Experience
Tufts Health Plan February 2012 - Present
BCBSMA 2002 - 2012
Genuity 1998 - 2002
Brown Brothers Harriman 1994 - 1997
Bank of Boston 1989 - 1994
The Boston Company 1983 - 1989
Skills
Vendor Management, PMP, Business Process..., PMO, SDLC, Project Portfolio..., Requirements Analysis, Software Project..., Management, Requirements Gathering, Information Technology, IT Strategy, Business Process, Enterprise Architecture, Process Improvement
Education
Boston University 2000 — 2000
Certificate Program, Project Management
Northeastern University 1983 — 1986
Bachelor's degree, Business Administration and Management, General
Tufts Health Plan February 2012 - Present
BCBSMA 2002 - 2012
Genuity 1998 - 2002
Brown Brothers Harriman 1994 - 1997
Bank of Boston 1989 - 1994
The Boston Company 1983 - 1989
Skills
Vendor Management, PMP, Business Process..., PMO, SDLC, Project Portfolio..., Requirements Analysis, Software Project..., Management, Requirements Gathering, Information Technology, IT Strategy, Business Process, Enterprise Architecture, Process Improvement
Education
Boston University 2000 — 2000
Certificate Program, Project Management
Northeastern University 1983 — 1986
Bachelor's degree, Business Administration and Management, General
Gavin O'Boyle's Brown Brothers Harriman Experience July 2008 - December 2008
Job Manager, Enterprise Distribution at TD Securities
Industry Banking
Experience
TD November 2014 - Present
TD July 2010 - Present
GMO July 2009 - December 2009
Brown Brothers Harriman July 2008 - December 2008
Skills
Banking, Bloomberg, FX Options, Trading, Mutual Funds, Management, Business Development, Data Analysis, Back Office, Fixed Income, Equities, Derivatives, Retail Banking, Product Management, Investment Banking, Financial Analysis, Investments, Financial Risk
Education
Northeastern University 2006 — 2011
Bachelors of Sciences in Business Administration, Finance and Accounting
Stuyvesant Highschool 2001 — 2005
TD November 2014 - Present
TD July 2010 - Present
GMO July 2009 - December 2009
Brown Brothers Harriman July 2008 - December 2008
Skills
Banking, Bloomberg, FX Options, Trading, Mutual Funds, Management, Business Development, Data Analysis, Back Office, Fixed Income, Equities, Derivatives, Retail Banking, Product Management, Investment Banking, Financial Analysis, Investments, Financial Risk
Education
Northeastern University 2006 — 2011
Bachelors of Sciences in Business Administration, Finance and Accounting
Stuyvesant Highschool 2001 — 2005
Monique Patel Monique Patel's Brown Brothers Harriman Experience January 2011 - June 2011
Job Senior Operations Analyst at Bank of America
Industry Financial Services
Experience
Merrill Lynch June 2014 - June 2015
State Street Global Markets January 2013 - June 2013
The Boston Consulting Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
Risk Management, PowerPoint, Microsoft Excel, Foreign Currency..., Access, Finance, Management, Bloomberg Terminal, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration - Finance & Management
Merrill Lynch June 2014 - June 2015
State Street Global Markets January 2013 - June 2013
The Boston Consulting Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
Risk Management, PowerPoint, Microsoft Excel, Foreign Currency..., Access, Finance, Management, Bloomberg Terminal, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration - Finance & Management
David Jarmel David Jarmel's Brown Brothers Harriman Experience August 2014 - Present
Job Project Management, Associate at Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Brown Brothers Harriman May 2011 - August 2014
Sceptre Tours; GCS USA Inc. June 2009 - February 2011
Brown Brothers Harriman January 2007 - June 2007
Skills
Troubleshooting, Problem Solving, Microsoft Office, Access, Bloomberg, Microsoft Excel, Data Analysis, Lotus Notes, Visio, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Business Analysis, Corporate Actions, Networking, Project Management, Finance, Management, Customer Service, Leadership, Financial Services, Analysis, Mergers & Acquisitions, Hedge Funds, Time Management, Equities, Client Services
Education
Northeastern University 2003 — 2008
BS in Science, Business Management with a Concentration in Finance
Brown Brothers Harriman August 2014 - Present
Brown Brothers Harriman May 2011 - August 2014
Sceptre Tours; GCS USA Inc. June 2009 - February 2011
Brown Brothers Harriman January 2007 - June 2007
Skills
Troubleshooting, Problem Solving, Microsoft Office, Access, Bloomberg, Microsoft Excel, Data Analysis, Lotus Notes, Visio, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Business Analysis, Corporate Actions, Networking, Project Management, Finance, Management, Customer Service, Leadership, Financial Services, Analysis, Mergers & Acquisitions, Hedge Funds, Time Management, Equities, Client Services
Education
Northeastern University 2003 — 2008
BS in Science, Business Management with a Concentration in Finance
Lauren DaSilva Lauren DaSilva's Brown Brothers Harriman Experience July 2015 - Present
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman October 2013 - July 2015
Brown Brothers Harriman July 2010 - October 2013
Brown Brothers Harriman May 2007 - July 2010
Investors Bank and Trust December 2005 - May 2007
Skills
Lotus Notes, Customer Relations, Outlook, Banking, Customer Service, Accounting, Analysis, Equities, Finance, Financial Services, Fixed Income, Human Resources, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Sales, Software Documentation, Time Management, Training
Education
Northeastern University 2013 — 2014
Master of Business Administration (MBA), Certificate with a focus on Management/Leadership and Finance
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration; International Business
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman October 2013 - July 2015
Brown Brothers Harriman July 2010 - October 2013
Brown Brothers Harriman May 2007 - July 2010
Investors Bank and Trust December 2005 - May 2007
Skills
Lotus Notes, Customer Relations, Outlook, Banking, Customer Service, Accounting, Analysis, Equities, Finance, Financial Services, Fixed Income, Human Resources, Insurance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Sales, Software Documentation, Time Management, Training
Education
Northeastern University 2013 — 2014
Master of Business Administration (MBA), Certificate with a focus on Management/Leadership and Finance
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science, Business Administration; International Business
Marcela Arenas's Brown Brothers Harriman Experience July 2013 - December 2013
Job Student at Northeastern University
Industry Financial Services
Experience
The Boston Consulting Group January 2015 - Present
Brown Brothers Harriman July 2013 - December 2013
Citi May 2013 - June 2013
Rubber group May 2013 - May 2013
Northeastern University Tutoring Center October 2012 - April 2013
ARAN July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Bloomberg, Teamwork, Customer Service, Economics, Communication Skills, Writing, Spanish
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance, General
American Nicaraguan school
The Boston Consulting Group January 2015 - Present
Brown Brothers Harriman July 2013 - December 2013
Citi May 2013 - June 2013
Rubber group May 2013 - May 2013
Northeastern University Tutoring Center October 2012 - April 2013
ARAN July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Bloomberg, Teamwork, Customer Service, Economics, Communication Skills, Writing, Spanish
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance, General
American Nicaraguan school
Robert Natale Robert Natale's Brown Brothers Harriman Experience May 2013 - June 2014
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US May 2015 - Present
Columbia Threadneedle Investments, US June 2014 - May 2015
Brown Brothers Harriman May 2013 - June 2014
Brown Brothers Harriman August 2008 - May 2013
Enterprise Rent-A-Car June 2007 - December 2007
Skills
Sales, Mutual Funds, Excel
Education
Northeastern University 2013 — 2014
Graduate Certificate of Advanced Study in Management, Graduate Certificate in the Advanced Study of Management
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Columbia Threadneedle Investments, US May 2015 - Present
Columbia Threadneedle Investments, US June 2014 - May 2015
Brown Brothers Harriman May 2013 - June 2014
Brown Brothers Harriman August 2008 - May 2013
Enterprise Rent-A-Car June 2007 - December 2007
Skills
Sales, Mutual Funds, Excel
Education
Northeastern University 2013 — 2014
Graduate Certificate of Advanced Study in Management, Graduate Certificate in the Advanced Study of Management
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science, Finance
Candice Bui's Brown Brothers Harriman Experience January 2011 - June 2011
Job Lease Analyst at Starwood Retail Partners
Industry Retail
Experience
Starwood Retail Partners LLC June 2015 - Present
Starwood Retail Partners LLC October 2013 - May 2015
The Gymboree Corporation March 2012 - August 2013
Brown Brothers Harriman January 2011 - June 2011
TORONTO DOMINION BANK September 2009 - December 2009
Skills
JDE Enterprise One, Salesforce, Leases, Lease Administration, Real Estate, Account Reconciliation, Slim, Microsoft Office, OS X, Lotus Notes, Bloomberg, QuickBooks, Analysis, Management, Portfolio Management, Mac OS X, Sales, Accounts Payable, HTML/CSS Basics, Eagle Star, Accounting, Microsoft Excel, PowerPoint, Financial Analysis
Education
Northeastern University 2007 — 2011
Bachelor of Science Degree Business Administration, Finance & Accounting
Ravenscroft School 2005 — 2007
Starwood Retail Partners LLC June 2015 - Present
Starwood Retail Partners LLC October 2013 - May 2015
The Gymboree Corporation March 2012 - August 2013
Brown Brothers Harriman January 2011 - June 2011
TORONTO DOMINION BANK September 2009 - December 2009
Skills
JDE Enterprise One, Salesforce, Leases, Lease Administration, Real Estate, Account Reconciliation, Slim, Microsoft Office, OS X, Lotus Notes, Bloomberg, QuickBooks, Analysis, Management, Portfolio Management, Mac OS X, Sales, Accounts Payable, HTML/CSS Basics, Eagle Star, Accounting, Microsoft Excel, PowerPoint, Financial Analysis
Education
Northeastern University 2007 — 2011
Bachelor of Science Degree Business Administration, Finance & Accounting
Ravenscroft School 2005 — 2007
Cecilia Yu-Chi Chen Cecilia Yu-Chi Chen's Brown Brothers Harriman Experience July 2015 - Present
Job Student at Northeastern University
Industry Management Consulting
Experience
Brown Brothers Harriman July 2015 - Present
AvalonBay Communities June 2014 - December 2014
quanta computer inc. June 2013 - August 2013
Chongqing Happy Radio FM 103.5 July 2011 - August 2011
Skills
Organization, Administrative..., Executive..., Public Speaking, Event Planning, Facebook, PowerPoint, Instagram, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Time Management
Education
Northeastern University 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Northeastern University 2012 — 2016
Minor, Communication, General
Cheverus High School 2009 — 2012
Brown Brothers Harriman July 2015 - Present
AvalonBay Communities June 2014 - December 2014
quanta computer inc. June 2013 - August 2013
Chongqing Happy Radio FM 103.5 July 2011 - August 2011
Skills
Organization, Administrative..., Executive..., Public Speaking, Event Planning, Facebook, PowerPoint, Instagram, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Time Management
Education
Northeastern University 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Northeastern University 2012 — 2016
Minor, Communication, General
Cheverus High School 2009 — 2012
Bryant Zeng Bryant Zeng's Brown Brothers Harriman Experience July 2012 - December 2012
Job Recent Graduate from Northeastern University
Industry Financial Services
Experience
SCS Financial June 2014 - December 2014
State Street Global Advisors July 2013 - December 2013
Brown Brothers Harriman July 2012 - December 2012
Starbay Group Inc. June 2008 - July 2011
Skills
Barclays Point, Bloomberg Terminal, Microsoft Excel, V Lookups, Pivot Tables, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Academies at Englewood High School 2006 — 2010
High School Diploma, Graduated with Honors
SCS Financial June 2014 - December 2014
State Street Global Advisors July 2013 - December 2013
Brown Brothers Harriman July 2012 - December 2012
Starbay Group Inc. June 2008 - July 2011
Skills
Barclays Point, Bloomberg Terminal, Microsoft Excel, V Lookups, Pivot Tables, Microsoft Office, PowerPoint, Account Reconciliation, Microsoft Word, Analysis
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Academies at Englewood High School 2006 — 2010
High School Diploma, Graduated with Honors
Elizabeth Harmuth Elizabeth Harmuth's Brown Brothers Harriman Experience August 2015 - Present
Job Client Service Group Supervisor Alternative Investments
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Brown Brothers Harriman January 2014 - February 2015
Brown Brothers Harriman January 2013 - January 2014
Bank of America April 2012 - November 2012
Bank of America June 2010 - April 2012
University of New Hampshire September 2007 - May 2010
TJMAXX June 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Event Planning, Social Media, Facebook, Event Management, Time Management, Public Speaking, Access, Research, Organization, Social Networking, Sales, Data Entry, Social Media Marketing, Teamwork, Coaching, Leadership, Data Analysis, Financial Analysis, Lotus Notes, Bloomberg, Banking, Fixed Income, Analysis, Mutual Funds, Equities, Corporate Actions, Valuation, Fund Accounting, Bloomberg Terminal, Employee Training, Retail, Investments, Finance, Securities
Education
Northeastern University 2014 — 2015
Graduate Certificate in Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science, Business Administration; Finance and Management; Economics
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman February 2015 - August 2015
Brown Brothers Harriman January 2014 - February 2015
Brown Brothers Harriman January 2013 - January 2014
Bank of America April 2012 - November 2012
Bank of America June 2010 - April 2012
University of New Hampshire September 2007 - May 2010
TJMAXX June 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Event Planning, Social Media, Facebook, Event Management, Time Management, Public Speaking, Access, Research, Organization, Social Networking, Sales, Data Entry, Social Media Marketing, Teamwork, Coaching, Leadership, Data Analysis, Financial Analysis, Lotus Notes, Bloomberg, Banking, Fixed Income, Analysis, Mutual Funds, Equities, Corporate Actions, Valuation, Fund Accounting, Bloomberg Terminal, Employee Training, Retail, Investments, Finance, Securities
Education
Northeastern University 2014 — 2015
Graduate Certificate in Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science, Business Administration; Finance and Management; Economics
Aodi Jiang Aodi Jiang's Brown Brothers Harriman Experience July 2013 - December 2013
Job Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Northeastern University Chinese Students and Scholars Association September 2011 - April 2015
Wellington Management June 2014 - December 2014
Brown Brothers Harriman July 2013 - December 2013
China Petroleum Engineering & Construction Corporation (CPECC) July 2012 - August 2012
Harvard Management Company January 2012 - June 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Close Attention to..., Public Relations, Social Networking, Communication, Microsoft Office, Microsoft Excel, Organization &..., Highly responsible, Bloomberg, Fast Learner, Investments, Work in A Fast Paced..., Communication Skills, Hosting Events, Investment Operations, Analysis, Financial Analysis, Teamwork, Microsoft Word, Multi Tasking, Multicultural, Pricing, Hedging, Credit Risk, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance and Economics
American International School of Abu Dhabi 2007 — 2010
International Baccalaureate Diploma
Wellington Management July 2015 - Present
Northeastern University Chinese Students and Scholars Association September 2011 - April 2015
Wellington Management June 2014 - December 2014
Brown Brothers Harriman July 2013 - December 2013
China Petroleum Engineering & Construction Corporation (CPECC) July 2012 - August 2012
Harvard Management Company January 2012 - June 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Close Attention to..., Public Relations, Social Networking, Communication, Microsoft Office, Microsoft Excel, Organization &..., Highly responsible, Bloomberg, Fast Learner, Investments, Work in A Fast Paced..., Communication Skills, Hosting Events, Investment Operations, Analysis, Financial Analysis, Teamwork, Microsoft Word, Multi Tasking, Multicultural, Pricing, Hedging, Credit Risk, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Finance and Economics
American International School of Abu Dhabi 2007 — 2010
International Baccalaureate Diploma
Míriam Gómez-Lavín Fernández Míriam Gómez-Lavín Fernández's Brown Brothers Harriman Experience July 2014 - December 2014
Job Coop in Marketing and Sales Support en Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 2014 - December 2014
¡HOLA! January 2013 - April 2013
Ferrovial June 2012 - August 2012
Skills
International Business, Cultural Adaptation, Entrepreneurship, Public Speaking, Teamwork, Microsoft Office, Integrity, Financial Analysis, Spanish, Finance, Business Development
Education
Northeastern University 2013 — 2015
Grado de empresariales con Mención Internacional, Emprendimiento e Inovación
Universidad Pontificia Comillas 2011 — 2013
Grado en Administración y Dirección de Empresas con Mención Internacional, 7.8
Nuestra Señora del Recuerdo
Nuestra Señora del Recuerdo
Brown Brothers Harriman July 2014 - December 2014
¡HOLA! January 2013 - April 2013
Ferrovial June 2012 - August 2012
Skills
International Business, Cultural Adaptation, Entrepreneurship, Public Speaking, Teamwork, Microsoft Office, Integrity, Financial Analysis, Spanish, Finance, Business Development
Education
Northeastern University 2013 — 2015
Grado de empresariales con Mención Internacional, Emprendimiento e Inovación
Universidad Pontificia Comillas 2011 — 2013
Grado en Administración y Dirección de Empresas con Mención Internacional, 7.8
Nuestra Señora del Recuerdo
Nuestra Señora del Recuerdo
Farida Dankaro's Brown Brothers Harriman Experience July 2015 - Present
Job Talent Acquisition Support at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman July 2015 - Present
Northeastern University August 2012 - Present
Massachusetts Eye & Ear infirmary January 2014 - June 2014
Atlantic Hall School 2004 - 2010
Atlantic Hall School 2004 - 2010
Atlantic Hall School 2004 - 2010
Skills
PowerPoint, Teamwork, Research, Microsoft Office, Microsoft Word, Facebook, Social Networking, Social Media, Microsoft Excel, Higher Education, Event Planning, Student Affairs, Management, Project Management, Marketing, Human Resources, Recruiting, Team Leadership, Team Management, Time Management, Supply Chain
Education
Northeastern University 2012 — 2017
BSBA, Business
Atlantic Hall 2004 — 2010
Brown Brothers Harriman July 2015 - Present
Northeastern University August 2012 - Present
Massachusetts Eye & Ear infirmary January 2014 - June 2014
Atlantic Hall School 2004 - 2010
Atlantic Hall School 2004 - 2010
Atlantic Hall School 2004 - 2010
Skills
PowerPoint, Teamwork, Research, Microsoft Office, Microsoft Word, Facebook, Social Networking, Social Media, Microsoft Excel, Higher Education, Event Planning, Student Affairs, Management, Project Management, Marketing, Human Resources, Recruiting, Team Leadership, Team Management, Time Management, Supply Chain
Education
Northeastern University 2012 — 2017
BSBA, Business
Atlantic Hall 2004 — 2010
Douglas Li Douglas Li's Brown Brothers Harriman Experience May 2015 - Present
Job Operations Specialist
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Equinox October 2013 - March 2014
Pfizer July 2011 - August 2012
Tufts Medical Center September 2010 - December 2010
Skills
Dissection, Laboratory, EKG, Bone Density, In Vivo, In Vitro, Western Blotting, Cell, Life Sciences
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Biology, General
Brown Brothers Harriman May 2015 - Present
Equinox October 2013 - March 2014
Pfizer July 2011 - August 2012
Tufts Medical Center September 2010 - December 2010
Skills
Dissection, Laboratory, EKG, Bone Density, In Vivo, In Vitro, Western Blotting, Cell, Life Sciences
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Biology, General
Eddy (Junhao Cai) Cai's Brown Brothers Harriman Experience July 2015 - Present
Job Insurance Relationship Management & Sales Intern at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
State Street January 2014 - June 2014
Anheuser-Busch May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Time Management, Social Networking, Event Planning, Marketing, Social Media
Education
Northeastern University 2012 — 2016
Bachelor's degree, Accounting and Finance
Ribet Academy 2008 — 2011
High School Degree
Brown Brothers Harriman July 2015 - Present
State Street January 2014 - June 2014
Anheuser-Busch May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Teamwork, Time Management, Social Networking, Event Planning, Marketing, Social Media
Education
Northeastern University 2012 — 2016
Bachelor's degree, Accounting and Finance
Ribet Academy 2008 — 2011
High School Degree
Michael Fraulo Michael Fraulo's Brown Brothers Harriman Experience January 2010 - June 2010
Job Senior Consultant at Ernst & Young
Industry Commercial Real Estate
Experience
Ernst & Young September 2012 - Present
Fraulo Development LLC May 2011 - May 2012
HealthTrust January 2011 - August 2011
Brown Brothers Harriman January 2010 - June 2010
Northeastern University July 2009 - December 2009
MFS Investment Management January 2009 - July 2009
Skills
Valuation, Argus Modeling, Real Estate Transactions, Commercial Real Estate, Appraisals, cash flow modeling, Financial Modeling, Cash Flow Forecasting, Real Estate, Financial Analysis
Education
Northeastern University 2007 — 2012
BSBA, Finance & Entrepreneurship
Northeastern University 2007 — 2012
Ernst & Young September 2012 - Present
Fraulo Development LLC May 2011 - May 2012
HealthTrust January 2011 - August 2011
Brown Brothers Harriman January 2010 - June 2010
Northeastern University July 2009 - December 2009
MFS Investment Management January 2009 - July 2009
Skills
Valuation, Argus Modeling, Real Estate Transactions, Commercial Real Estate, Appraisals, cash flow modeling, Financial Modeling, Cash Flow Forecasting, Real Estate, Financial Analysis
Education
Northeastern University 2007 — 2012
BSBA, Finance & Entrepreneurship
Northeastern University 2007 — 2012
Jon Platz's Brown Brothers Harriman Experience May 2006 - June 2007
Job Marketing Project Manager
Industry Medical Devices
Experience
DENTSPLY Implants December 2013 - Present
DENTSPLY Implants June 2012 - December 2013
DENTSPLY Implants July 2007 - June 2012
Brown Brothers Harriman May 2006 - June 2007
Putnam Investments June 2004 - June 2005
Skills
Project Management, Event Planning, Marketing Strategy, Vendor Relations, Marketing, Salesforce.com, Key Opinion Leaders, InDesign, Microsoft Office, Budget Monitoring, Warehouse Management, Medical Devices, Trade Shows, Sales Operations, Dental Care, Digital Marketing
Education
Northeastern University 2000 — 2005
Bachelor of Science degree in Business Administration, Concentration in Marketing and Management, Graduated Cum Laude
Silver Lake Regional High School
High School
DENTSPLY Implants December 2013 - Present
DENTSPLY Implants June 2012 - December 2013
DENTSPLY Implants July 2007 - June 2012
Brown Brothers Harriman May 2006 - June 2007
Putnam Investments June 2004 - June 2005
Skills
Project Management, Event Planning, Marketing Strategy, Vendor Relations, Marketing, Salesforce.com, Key Opinion Leaders, InDesign, Microsoft Office, Budget Monitoring, Warehouse Management, Medical Devices, Trade Shows, Sales Operations, Dental Care, Digital Marketing
Education
Northeastern University 2000 — 2005
Bachelor of Science degree in Business Administration, Concentration in Marketing and Management, Graduated Cum Laude
Silver Lake Regional High School
High School
Lisa Kinsey Lisa Kinsey's Brown Brothers Harriman Experience 2006 - 2008
Job Associate VP Retirement Benefits
Industry Financial Services
Experience
TD March 2011 - Present
Ram trust 2008 - 2010
Brown Brothers Harriman 2006 - 2008
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Data Analysis, Corporate Finance, Fixed Income, Derivatives, Equity Research, Analysis, Business Analysis, Investments, Asset Management, Finance, Wealth Management, Mutual Funds, Financial Services, Relationship Management
Education
Northeastern University
Bachelor's degree, Finance and Marketing
TD March 2011 - Present
Ram trust 2008 - 2010
Brown Brothers Harriman 2006 - 2008
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Data Analysis, Corporate Finance, Fixed Income, Derivatives, Equity Research, Analysis, Business Analysis, Investments, Asset Management, Finance, Wealth Management, Mutual Funds, Financial Services, Relationship Management
Education
Northeastern University
Bachelor's degree, Finance and Marketing
Josh Gates's Brown Brothers Harriman Experience April 2010 - September 2012
Job Business Relationship Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
MFS Investment Management September 2012 - Present
Brown Brothers Harriman April 2010 - September 2012
State Street 2008 - 2010
Investors Bank and Trust 2006 - 2007
MFS Investment Management 2000 - 2006
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Political Science/Communications
Northeastern University
Graduate studies
Andrew Dupere's Brown Brothers Harriman Experience September 2013 - February 2014
Job Technical Researcher at BitSight Technologies
Industry Market Research
Experience
BitSight Technologies March 2014 - Present
Brown Brothers Harriman September 2013 - February 2014
MFS Investment Management January 2013 - June 2013
Brighton House Associates May 2011 - August 2011
Skills
Microsoft Office, Economics, Business Math, Market Research, Data Processing, Internet Resources, Equity Research, Microsoft Excel, Asset Management, Research
Education
Northeastern University
Bachelor of Science (B.S.), Economics
BitSight Technologies March 2014 - Present
Brown Brothers Harriman September 2013 - February 2014
MFS Investment Management January 2013 - June 2013
Brighton House Associates May 2011 - August 2011
Skills
Microsoft Office, Economics, Business Math, Market Research, Data Processing, Internet Resources, Equity Research, Microsoft Excel, Asset Management, Research
Education
Northeastern University
Bachelor of Science (B.S.), Economics
Kevin Sunny's Brown Brothers Harriman Experience January 2012 - May 2012
Job Financial Control Analyst
Industry Accounting
Experience
Barclays January 2015 - Present
Bank of America Merrill Lynch June 2012 - January 2015
Brown Brothers Harriman January 2012 - May 2012
The Mentor Network July 2011 - December 2011
Bank of America Merrill Lynch July 2010 - December 2010
Skills
Microsoft Excel, Sungard GMI, VBA, Microsoft Word, Bloomberg, Oracle Discoverer, Oracle, PowerPoint, Access
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Barclays January 2015 - Present
Bank of America Merrill Lynch June 2012 - January 2015
Brown Brothers Harriman January 2012 - May 2012
The Mentor Network July 2011 - December 2011
Bank of America Merrill Lynch July 2010 - December 2010
Skills
Microsoft Excel, Sungard GMI, VBA, Microsoft Word, Bloomberg, Oracle Discoverer, Oracle, PowerPoint, Access
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Licheng (Charlie) Cai's Brown Brothers Harriman Experience January 2015 - Present
Job Business Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman January 2015 - Present
OANDA April 2013 - December 2014
Northeastern University September 2012 - December 2012
D’Amore-McKim School of Business, Northeastern University January 2012 - December 2012
360 Huntington Fund September 2011 - December 2012
Alliance for Global Education Program January 2010 - June 2010
Skills
Financial Modeling, Portfolio Management, Investments, Finance, Corporate Finance, Equities, Valuation, Analysis, Economics, Risk Management, Equity Research, Mutual Funds, Financial Markets, Securities, Financial Analysis
Education
Northeastern University 2011 — 2012
Master of Science in Finance, Finance, General, 3.7/4.0
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Science in Economics, Financial Engineering, Core GPA 3.73/4.0
Brown Brothers Harriman January 2015 - Present
OANDA April 2013 - December 2014
Northeastern University September 2012 - December 2012
D’Amore-McKim School of Business, Northeastern University January 2012 - December 2012
360 Huntington Fund September 2011 - December 2012
Alliance for Global Education Program January 2010 - June 2010
Skills
Financial Modeling, Portfolio Management, Investments, Finance, Corporate Finance, Equities, Valuation, Analysis, Economics, Risk Management, Equity Research, Mutual Funds, Financial Markets, Securities, Financial Analysis
Education
Northeastern University 2011 — 2012
Master of Science in Finance, Finance, General, 3.7/4.0
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Science in Economics, Financial Engineering, Core GPA 3.73/4.0
Joe Toscano Joe Toscano's Brown Brothers Harriman Experience June 2012 - April 2014
Job Trader at Mirae Asset Global Investments
Industry Financial Services
Experience
Mirae Asset Global Investments April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Brown Brothers Harriman June 2012 - April 2014
Wellington Management January 2011 - September 2011
GMO January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Omgeo Oasys, Equities, Customer Service, Investments, Securities, Mutual Funds, Options
Education
Northeastern University 2007 — 2012
BSBA, Finance, Economics
2015 Level II Candidate in the CFA Program
Mirae Asset Global Investments April 2015 - Present
JPMorgan Chase May 2014 - April 2015
Brown Brothers Harriman June 2012 - April 2014
Wellington Management January 2011 - September 2011
GMO January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Omgeo Oasys, Equities, Customer Service, Investments, Securities, Mutual Funds, Options
Education
Northeastern University 2007 — 2012
BSBA, Finance, Economics
2015 Level II Candidate in the CFA Program
Hailey Pirovich Hailey Pirovich's Brown Brothers Harriman Experience January 2015 - July 2015
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - July 2015
John Hancock Financial Services January 2014 - August 2014
Russian School of Mathematics Shrewsbury September 2011 - August 2014
Camp Sunapee June 2012 - July 2013
Russian School of Mathematics September 2009 - May 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Microsoft Word, Leadership, Data Analysis, PowerPoint, Teamwork, Critical Thinking, Customer Service, Fundraising
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting and Finance
Shrewsbury High School 2009 — 2012
Advanced Math and Science Academy Charter School 2005 — 2009
Brown Brothers Harriman January 2015 - July 2015
John Hancock Financial Services January 2014 - August 2014
Russian School of Mathematics Shrewsbury September 2011 - August 2014
Camp Sunapee June 2012 - July 2013
Russian School of Mathematics September 2009 - May 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Microsoft Word, Leadership, Data Analysis, PowerPoint, Teamwork, Critical Thinking, Customer Service, Fundraising
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science in Business Administration, Accounting and Finance
Shrewsbury High School 2009 — 2012
Advanced Math and Science Academy Charter School 2005 — 2009
Jeremy Cisneros's Brown Brothers Harriman Experience January 2011 - June 2011
Job Owner Operator at McDonald's
Industry Financial Services
Experience
McDonald's Restaurants January 2013 - Present
Grant Thornton LLP January 2012 - April 2012
Brown Brothers Harriman January 2011 - June 2011
Angel 10th Ave. Food Corporation April 2009 - September 2009
Skills
Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Financial Reporting, Leadership, Teamwork, Process Improvement, Data Analysis, Budgets, Microsoft Office, Microsoft Word, Corporate Actions, Tax Accounting, Event Planning, Time Management, Social Media, Access, Outlook, Spanish, Tax, Internal Audit, Management
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Finance & Accounting
Northern Valley Old TappanOld 2004 — 2008
High School Diploma
McDonald's Restaurants January 2013 - Present
Grant Thornton LLP January 2012 - April 2012
Brown Brothers Harriman January 2011 - June 2011
Angel 10th Ave. Food Corporation April 2009 - September 2009
Skills
Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Financial Reporting, Leadership, Teamwork, Process Improvement, Data Analysis, Budgets, Microsoft Office, Microsoft Word, Corporate Actions, Tax Accounting, Event Planning, Time Management, Social Media, Access, Outlook, Spanish, Tax, Internal Audit, Management
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Finance & Accounting
Northern Valley Old TappanOld 2004 — 2008
High School Diploma
Justin Malins Justin Malins's Brown Brothers Harriman Experience July 2011 - January 2012
Job Pricing Specialist at BNY Mellon
Industry Financial Services
Experience
GMO July 2014 - Present
BNY Mellon July 2013 - July 2014
Spinnaker Capital LLC June 2012 - January 2013
Brown Brothers Harriman July 2011 - January 2012
Bain Capital January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Arts (BA), Finance, General, GPA - 3.604
GMO July 2014 - Present
BNY Mellon July 2013 - July 2014
Spinnaker Capital LLC June 2012 - January 2013
Brown Brothers Harriman July 2011 - January 2012
Bain Capital January 2010 - July 2010
Education
Northeastern University 2008 — 2013
Bachelor of Arts (BA), Finance, General, GPA - 3.604
Alexandra Brundige Alexandra Brundige's Brown Brothers Harriman Experience September 2014 - Present
Job Business Analyst, BBH Infomediary
Industry Financial Services
Experience
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - August 2014
Brown Brothers Harriman October 2010 - August 2012
Education
Northeastern University 2013 — 2014
Graduate MBA Certificate, Business Administration and Management, General
Simmons College 2006 — 2010
Bachelors of the Arts, Management and Arts Administration
Brown Brothers Harriman September 2014 - Present
Brown Brothers Harriman August 2012 - August 2014
Brown Brothers Harriman October 2010 - August 2012
Education
Northeastern University 2013 — 2014
Graduate MBA Certificate, Business Administration and Management, General
Simmons College 2006 — 2010
Bachelors of the Arts, Management and Arts Administration
Kyle Hartsough's Brown Brothers Harriman Experience October 2010 - May 2013
Job Abandoned Property Claims Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services April 2014 - Present
Brown Brothers Harriman October 2010 - May 2013
MFS Investment Management January 2009 - June 2009
Gannett Welsh & Kotler June 2007 - March 2008
Skills
Microsoft Excel, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Northeastern University 2005 — 2010
Bachelors, Finance
John Hancock Financial Services April 2014 - Present
Brown Brothers Harriman October 2010 - May 2013
MFS Investment Management January 2009 - June 2009
Gannett Welsh & Kotler June 2007 - March 2008
Skills
Microsoft Excel, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Equities
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Todd K French Todd K French's Brown Brothers Harriman Experience July 2007 - July 2008
Job Financial Analyst / Senior Accountant
Industry Financial Services
Experience
onTargetjobs September 2009 - March 2012
Digicomm International September 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Brown Brothers Harriman July 2006 - June 2007
Wellington Management June 2005 - December 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Marketing, Social Media, Social Media Marketing, Management, Finance, Accounts Receivable, Salesforce.com, Accounts Payable, Financial Modeling, Forecasting, PowerPoint, Internal Controls, Account Management, Financial Accounting, Microsoft Word, Strategic Partnerships, Bloomberg
Education
Northeastern University 2002 — 2007
BS, Accounting, Finance
ThunderRidge High School 1998 — 2002
High School Diploma
onTargetjobs September 2009 - March 2012
Digicomm International September 2008 - August 2009
Brown Brothers Harriman July 2007 - July 2008
Brown Brothers Harriman July 2006 - June 2007
Wellington Management June 2005 - December 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Analysis, Marketing, Social Media, Social Media Marketing, Management, Finance, Accounts Receivable, Salesforce.com, Accounts Payable, Financial Modeling, Forecasting, PowerPoint, Internal Controls, Account Management, Financial Accounting, Microsoft Word, Strategic Partnerships, Bloomberg
Education
Northeastern University 2002 — 2007
BS, Accounting, Finance
ThunderRidge High School 1998 — 2002
High School Diploma
Morgan Albury Morgan Albury's Brown Brothers Harriman Experience January 2015 - July 2015
Job Finance
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - July 2015
Butterfield Group May 2014 - June 2014
The 700 Experience October 2012 - February 2013
Cole's of Nassau December 2010 - December 2012
Skills
Organization, Creativity, Social Media, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint
Education
Northeastern University 2013 — 2018
Finance and International Affairs
Brown Brothers Harriman January 2015 - July 2015
Butterfield Group May 2014 - June 2014
The 700 Experience October 2012 - February 2013
Cole's of Nassau December 2010 - December 2012
Skills
Organization, Creativity, Social Media, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint
Education
Northeastern University 2013 — 2018
Finance and International Affairs
Amanda Liew's Brown Brothers Harriman Experience January 2015 - June 2015
Job Student at Northeastern University
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
Citi July 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Information Technology, Web Applications
Education
Northeastern University 2012 — 2017
Bachelor of Science, Business Administration and Management
Jerudong International School 2008 — 2012
GCSE, A Levels
Brown Brothers Harriman January 2015 - June 2015
John Hancock Financial Services January 2014 - June 2014
Citi July 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Information Technology, Web Applications
Education
Northeastern University 2012 — 2017
Bachelor of Science, Business Administration and Management
Jerudong International School 2008 — 2012
GCSE, A Levels
Jake Datz Jake Datz's Brown Brothers Harriman Experience April 2011 - April 2013
Job Senior Manager Corporate Planning at athenahealth
Industry Hospital & Health Care
Experience
athenahealth December 2014 - Present
athenahealth March 2013 - December 2014
Brown Brothers Harriman April 2011 - April 2013
Brown Brothers Harriman October 2007 - April 2011
State Street August 2007 - October 2007
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2010 — 2010
Graduate Certificate in Advanced Management
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business
athenahealth December 2014 - Present
athenahealth March 2013 - December 2014
Brown Brothers Harriman April 2011 - April 2013
Brown Brothers Harriman October 2007 - April 2011
State Street August 2007 - October 2007
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2010 — 2010
Graduate Certificate in Advanced Management
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Business
Scot Cohen's Brown Brothers Harriman Experience June 2007 - April 2008
Job
Industry Information Technology and Services
Experience
Patriot Properties July 2014 - Present
Broadridge November 2010 - February 2014
NDiV INCORPORATED July 2010 - November 2010
Fidelity Investments March 2010 - July 2010
IDC June 2009 - March 2010
Burst Media September 2008 - April 2009
BNY Mellon April 2008 - September 2008
Brown Brothers Harriman June 2007 - April 2008
Bottomline Technology May 2006 - June 2007
Fidelity December 2003 - May 2006
Skills
Project Management, SDLC, Vendor Management, Management, Business Analysis, MS Project, Program Management, Requirements Analysis, Requirements Gathering, Financial Services, Client Relations Skills, Active DoD Secret..., Quality Assurance, Databases, Client Relations, Consulting, Leadership, Testing, Data Warehousing, User Acceptance Testing
Education
Northeastern University 1980 — 1985
BS
Northeastern University
Bachelor of Science (B.S.)
Patriot Properties July 2014 - Present
Broadridge November 2010 - February 2014
NDiV INCORPORATED July 2010 - November 2010
Fidelity Investments March 2010 - July 2010
IDC June 2009 - March 2010
Burst Media September 2008 - April 2009
BNY Mellon April 2008 - September 2008
Brown Brothers Harriman June 2007 - April 2008
Bottomline Technology May 2006 - June 2007
Fidelity December 2003 - May 2006
Skills
Project Management, SDLC, Vendor Management, Management, Business Analysis, MS Project, Program Management, Requirements Analysis, Requirements Gathering, Financial Services, Client Relations Skills, Active DoD Secret..., Quality Assurance, Databases, Client Relations, Consulting, Leadership, Testing, Data Warehousing, User Acceptance Testing
Education
Northeastern University 1980 — 1985
BS
Northeastern University
Bachelor of Science (B.S.)
DIANE HARRINGTON's Brown Brothers Harriman Experience 2012 - 2013
Job Project Control Manager at Santander
Industry Financial Services
Experience
Santander USA August 2013 - Present
Sovereign Santander Bank 2011 - Present
Northeastern University January 2010 - Present
Brown Brothers Harriman 2012 - 2013
JPMorgan 2005 - 2009
State Street Corp. 1998 - 2005
Medway GridIron 2004 – 2010 Medway Pop Warner 1996 - 2007 1996 - 2004
Skills
Process Analysis &..., Client Services •..., Asset/Cash & Trade..., Internal Auditing •..., Team Leadership •..., Staff Management •..., Technology Development..., Account Reconciliation, Microsoft Excel, Project Management, Financial Reporting, Analysis, Leadership, Business Process, Financial Analysis, Management, Finance, Banking, Business Analysis, Software Documentation, Process Improvement, Accounting, Financial Services
Education
Northeastern University 2012 — 2015
Master's Degree, Leadership and Corporate Communication, Minor Concentration in Project Management, Suma Cum Laude
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management, Magna Cum Laude
Santander USA August 2013 - Present
Sovereign Santander Bank 2011 - Present
Northeastern University January 2010 - Present
Brown Brothers Harriman 2012 - 2013
JPMorgan 2005 - 2009
State Street Corp. 1998 - 2005
Medway GridIron 2004 – 2010 Medway Pop Warner 1996 - 2007 1996 - 2004
Skills
Process Analysis &..., Client Services •..., Asset/Cash & Trade..., Internal Auditing •..., Team Leadership •..., Staff Management •..., Technology Development..., Account Reconciliation, Microsoft Excel, Project Management, Financial Reporting, Analysis, Leadership, Business Process, Financial Analysis, Management, Finance, Banking, Business Analysis, Software Documentation, Process Improvement, Accounting, Financial Services
Education
Northeastern University 2012 — 2015
Master's Degree, Leadership and Corporate Communication, Minor Concentration in Project Management, Suma Cum Laude
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management, Magna Cum Laude
Jason Chadbourne, CISA's Brown Brothers Harriman Experience March 2014 - June 2015
Job Vice President, Corporate Compliance IT Quality Assurance Senior Manager at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Brown Brothers Harriman March 2014 - June 2015
Brown Brothers Harriman April 2010 - February 2014
MFS July 2007 - April 2010
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust October 2005 - September 2006
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Internal Audit, Financial Services, Auditing, IT Audit, Business Continuity, Business Analysis, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Risk, SDLC, Information Security
Education
Northeastern University 2007 — 2010
Certificate, Information Security Management
Southern New Hampshire University 2004 — 2005
MS International Business, International Studies
Southern New Hampshire University 2004 — 2005
Certificate, Information Technology Management
Southern New Hampshire University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA)
State Street June 2015 - Present
Brown Brothers Harriman March 2014 - June 2015
Brown Brothers Harriman April 2010 - February 2014
MFS July 2007 - April 2010
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust October 2005 - September 2006
Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Internal Audit, Financial Services, Auditing, IT Audit, Business Continuity, Business Analysis, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Risk, SDLC, Information Security
Education
Northeastern University 2007 — 2010
Certificate, Information Security Management
Southern New Hampshire University 2004 — 2005
MS International Business, International Studies
Southern New Hampshire University 2004 — 2005
Certificate, Information Technology Management
Southern New Hampshire University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA)
Doug Piercy's Brown Brothers Harriman Experience October 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Brown Brothers Harriman October 2007 - Present
Investor's Bank & Trust June 2005 - July 2007
investors bank and trust 2005 - 2007
Skills
Financial Services, Mutual Funds, Securities
Education
Northeastern University 2001 — 2003
BSBA, Finance
Northern Essex Community College
AS, Accounting
Kariappa Codanda's Brown Brothers Harriman Experience April 2008 - January 2013
Job Project Leader at Brown Brothers Harriman
Industry Financial Services
Experience
Pioneer Investments February 2013 - Present
Brown Brothers Harriman April 2008 - January 2013
Eagle Investment Systems LLC, a BNY Mellon Company 2001 - 2007
Upspring Software January 1999 - October 2001
Software Emacipation Technology January 1996 - December 1998
Skills
16 + years experince in..., Agile Methodologies, Software Project...
Education
Northeastern University 1994 — 1996
MS, Computer Systems Engineering
Pioneer Investments February 2013 - Present
Brown Brothers Harriman April 2008 - January 2013
Eagle Investment Systems LLC, a BNY Mellon Company 2001 - 2007
Upspring Software January 1999 - October 2001
Software Emacipation Technology January 1996 - December 1998
Skills
16 + years experince in..., Agile Methodologies, Software Project...
Education
Northeastern University 1994 — 1996
MS, Computer Systems Engineering
Alex Toh's Brown Brothers Harriman Experience April 2006 - July 2006
Job Finance Operations Professional
Industry Financial Services
Experience
State Street January 2011 - September 2012
JPMorgan Chase July 2006 - April 2010
Brown Brothers Harriman April 2006 - July 2006
Citizens Bank June 2005 - January 2006
FX Trading January 2004 - March 2004
Banana Republic / Gap Inc. October 2003 - December 2003
Skills
Finance, Investments, Fixed Income, Risk Management, Bloomberg, Equities, Fund Accounting, Corporate Actions, Portfolio Management, Manage Client..., Market Research, Pricing, Corporate Finance, Market Data, Mutual Funds, Hyperion Enterprise, Hyperion Reports, SAP, Essbase, Oracle Applications, Microsoft Excel, MS Excel Pivot Tables, US GAAP, OFAC, SOX Compliancy, Rumba, Access Database
Education
Northeastern University 1998 — 2003
Bachelor of Business Science, Double Major in Finance and Management Information Systems
State Street January 2011 - September 2012
JPMorgan Chase July 2006 - April 2010
Brown Brothers Harriman April 2006 - July 2006
Citizens Bank June 2005 - January 2006
FX Trading January 2004 - March 2004
Banana Republic / Gap Inc. October 2003 - December 2003
Skills
Finance, Investments, Fixed Income, Risk Management, Bloomberg, Equities, Fund Accounting, Corporate Actions, Portfolio Management, Manage Client..., Market Research, Pricing, Corporate Finance, Market Data, Mutual Funds, Hyperion Enterprise, Hyperion Reports, SAP, Essbase, Oracle Applications, Microsoft Excel, MS Excel Pivot Tables, US GAAP, OFAC, SOX Compliancy, Rumba, Access Database
Education
Northeastern University 1998 — 2003
Bachelor of Business Science, Double Major in Finance and Management Information Systems
Jean-Gardy Etienne's Brown Brothers Harriman Experience January 2014 - Present
Job VP Business Process Offshore Vendor Manager
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman June 2006 - January 2014
PFPC Global Fund Services May 1998 - June 2006
Skills
Fund Accounting, Financial Reporting, Mutual Funds, Accounting, Investments, Account Reconciliation, Auditing, Asset Management, Financial Analysis, Financial Services, Journal Entries, Equities, Fund Administration, Hedge Funds, Securities, Bloomberg
Education
Northeastern University
BSBA, Accounting
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman June 2006 - January 2014
PFPC Global Fund Services May 1998 - June 2006
Skills
Fund Accounting, Financial Reporting, Mutual Funds, Accounting, Investments, Account Reconciliation, Auditing, Asset Management, Financial Analysis, Financial Services, Journal Entries, Equities, Fund Administration, Hedge Funds, Securities, Bloomberg
Education
Northeastern University
BSBA, Accounting
Gordon Benson's Brown Brothers Harriman Experience 1993 - 2008
Job Senior Technical Analyst at Memorial Healthcare System
Industry Hospital & Health Care
Experience
Memorial Healthcare System October 2014 - Present
X-EETO, Inc. December 2008 - October 2014
BBH June 1993 - June 2008
Brown Brothers Harriman 1993 - 2008
Skills
ITIL, Citrix XenApp, Windows Server, SCCM, Windows 7 Migration, Windows 7, MDT
Education
Northeastern University
Bachelor of Business Administration (B.B.A.)
Memorial Healthcare System October 2014 - Present
X-EETO, Inc. December 2008 - October 2014
BBH June 1993 - June 2008
Brown Brothers Harriman 1993 - 2008
Skills
ITIL, Citrix XenApp, Windows Server, SCCM, Windows 7 Migration, Windows 7, MDT
Education
Northeastern University
Bachelor of Business Administration (B.B.A.)
Joseph Prestia's Brown Brothers Harriman Experience March 2000 - March 2006
Job Application Support Analyst at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems August 2007 - Present
Brown Brothers Harriman March 2000 - March 2006
State Street 1999 - 2000
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Partnership Accounting, Securities, Financial Services, Investments, Fund Accounting
Education
Northeastern University 1992 — 1997
Hull High
Hull High
Eagle Investment Systems August 2007 - Present
Brown Brothers Harriman March 2000 - March 2006
State Street 1999 - 2000
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Partnership Accounting, Securities, Financial Services, Investments, Fund Accounting
Education
Northeastern University 1992 — 1997
Hull High
Hull High
Lynn Mohammed's Brown Brothers Harriman Experience May 2005 - November 2010
Job QA at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems November 2010 - Present
Brown Brothers Harriman May 2005 - November 2010
State Street 2000 - 2003
Education
Northeastern University
bs, MIS
Eagle Investment Systems November 2010 - Present
Brown Brothers Harriman May 2005 - November 2010
State Street 2000 - 2003
Education
Northeastern University
bs, MIS
Peter Ko's Brown Brothers Harriman Experience January 1999 - March 2002
Job Business Analyst at Putnam Investment (Contract position
Industry Financial Services
Experience
Putnam Investment March 2013 - October 2013
Global Strategic Solutions May 2005 - February 2013
State Street May 2011 - March 2012
Babson Capital Management January 2005 - March 2005
Deutsche Bank(merged with State Street) June 2002 - April 2004
Brown Brothers Harriman January 1999 - March 2002
Evergreen Investments January 1998 - December 1998
First Data Corporation April 1996 - December 1997
JP Morgan Chase January 1991 - March 1996
State Street Corp 1989 - 1991
Skills
Private Equity, Risk Management, Bloomberg, Fixed Income, Analysis, Equities, Securities, Investments, Mutual Funds, Portfolio Management
Education
Northeastern University
Putnam Investment March 2013 - October 2013
Global Strategic Solutions May 2005 - February 2013
State Street May 2011 - March 2012
Babson Capital Management January 2005 - March 2005
Deutsche Bank(merged with State Street) June 2002 - April 2004
Brown Brothers Harriman January 1999 - March 2002
Evergreen Investments January 1998 - December 1998
First Data Corporation April 1996 - December 1997
JP Morgan Chase January 1991 - March 1996
State Street Corp 1989 - 1991
Skills
Private Equity, Risk Management, Bloomberg, Fixed Income, Analysis, Equities, Securities, Investments, Mutual Funds, Portfolio Management
Education
Northeastern University
Bo Cook's Brown Brothers Harriman Experience June 2011 - July 2013
Job Associate at Birch Hill Investment Advisors LLC
Industry Financial Services
Experience
Birch Hill Investment Advisors LLC July 2013 - Present
Brown Brothers Harriman June 2011 - July 2013
Wellington Management June 2010 - January 2011
Sappi Fine Paper June 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - January 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Data Analysis, Valuation, Asset Management, Mutual Funds, Microsoft Excel
Education
Northeastern University 2007 — 2011
BS, Finance and Accounting
Birch Hill Investment Advisors LLC July 2013 - Present
Brown Brothers Harriman June 2011 - July 2013
Wellington Management June 2010 - January 2011
Sappi Fine Paper June 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - January 2009
Skills
Bloomberg, Financial Modeling, Fixed Income, Equities, Financial Analysis, Hedge Funds, Investments, Data Analysis, Valuation, Asset Management, Mutual Funds, Microsoft Excel
Education
Northeastern University 2007 — 2011
BS, Finance and Accounting
Deborah Keyes's Brown Brothers Harriman Experience February 2005 - August 2005
Job Principal Consulting at Collaborative Consulting
Industry Computer Software
Experience
Collaborative Consulting May 2015 - Present
Royal Bank of Scotland September 2012 - July 2014
Royal Bank of Scotland December 2009 - June 2012
Royal Bank of Scotland February 2009 - November 2009
American Student Assistance February 2005 - August 2008
Brown Brothers Harriman February 2005 - August 2005
Citizens Bank October 2002 - November 2004
DKKeyes Solutions - Web Design & Development 2001 - 2002
Fleet Bank 1994 - 2000
Skills
Agile Methodologies, Business Analysis, Data Warehousing, SDLC, Testing, Requirements Analysis, Software Documentation, Cross-functional Team..., Quality Assurance, Process Improvement, Software Project..., Visio, SharePoint, Software Development
Education
Wellesley College
Bachelor of Arts (B.A.), Economics
Northeastern University
Master of Business Administration (M.B.A.), Professional Accounting
Collaborative Consulting May 2015 - Present
Royal Bank of Scotland September 2012 - July 2014
Royal Bank of Scotland December 2009 - June 2012
Royal Bank of Scotland February 2009 - November 2009
American Student Assistance February 2005 - August 2008
Brown Brothers Harriman February 2005 - August 2005
Citizens Bank October 2002 - November 2004
DKKeyes Solutions - Web Design & Development 2001 - 2002
Fleet Bank 1994 - 2000
Skills
Agile Methodologies, Business Analysis, Data Warehousing, SDLC, Testing, Requirements Analysis, Software Documentation, Cross-functional Team..., Quality Assurance, Process Improvement, Software Project..., Visio, SharePoint, Software Development
Education
Wellesley College
Bachelor of Arts (B.A.), Economics
Northeastern University
Master of Business Administration (M.B.A.), Professional Accounting
John Thistle's Brown Brothers Harriman Experience January 2001 - October 2004
Job Financial Controls Manager
Industry Financial Services
Experience
Voya Financial January 2007 - Present
Marsh and McLennan Companies, Inc October 2004 - January 2007
Brown Brothers Harriman January 2001 - October 2004
KPMG 1993 - 2001
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Financial Services, Financial Reporting, Accounting
Education
Northeastern University 1992 — 1993
MS and MBA, Accounting and Business/Management
Providence College 1985 — 1989
BS, Finance
Dedham High
Voya Financial January 2007 - Present
Marsh and McLennan Companies, Inc October 2004 - January 2007
Brown Brothers Harriman January 2001 - October 2004
KPMG 1993 - 2001
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Risk Management, Financial Risk, Financial Analysis, Financial Services, Financial Reporting, Accounting
Education
Northeastern University 1992 — 1993
MS and MBA, Accounting and Business/Management
Providence College 1985 — 1989
BS, Finance
Dedham High
Marc Louis-Charles's Brown Brothers Harriman Experience 2007 - 2007
Job Compliance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - June 2014
Fidelity Investments July 2012 - December 2013
Fidelity Investments March 2011 - July 2012
Fidelity Investments October 2010 - March 2011
MetLife 2010 - 2010
State Street Bank 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Skills
Bloomberg, Fixed Income, Portfolio Management, Securities, Mutual Funds, Finance
Education
Northeastern University 2008 — 2010
Ms, Leadership
University of Massachusetts Boston 2001 — 2006
Bachelor of Science (B.S.), Economics
Fidelity Investments December 2013 - June 2014
Fidelity Investments July 2012 - December 2013
Fidelity Investments March 2011 - July 2012
Fidelity Investments October 2010 - March 2011
MetLife 2010 - 2010
State Street Bank 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Skills
Bloomberg, Fixed Income, Portfolio Management, Securities, Mutual Funds, Finance
Education
Northeastern University 2008 — 2010
Ms, Leadership
University of Massachusetts Boston 2001 — 2006
Bachelor of Science (B.S.), Economics
Jason Daley's Brown Brothers Harriman Experience November 2012 - April 2013
Job Senior Analyst
Industry Pharmaceuticals
Experience
Walgreens August 2015 - Present
Walgreens July 2013 - August 2015
Brown Brothers Harriman November 2012 - April 2013
Brown Brothers Harriman November 2009 - November 2012
Brown Brothers Harriman November 2007 - November 2009
Brown Brothers Harriman January 2001 - November 2007
Hebrew SeniorLife June 1996 - January 2001
Skills
Microsoft Office, Adobe Creative Suite, Team Leadership, SWIFT messaging, Financial Services, Operational Excellence, Market Analysis, Project Management, Smartstream TLM, Sonic, QuarkXPress, Business Intelligence, HTML, CRM, Process Improvement, Business Analysis
Education
Northeastern University 2009 — 2011
Business Management
Northeastern University 2006 — 2009
Business Administration
Walgreens August 2015 - Present
Walgreens July 2013 - August 2015
Brown Brothers Harriman November 2012 - April 2013
Brown Brothers Harriman November 2009 - November 2012
Brown Brothers Harriman November 2007 - November 2009
Brown Brothers Harriman January 2001 - November 2007
Hebrew SeniorLife June 1996 - January 2001
Skills
Microsoft Office, Adobe Creative Suite, Team Leadership, SWIFT messaging, Financial Services, Operational Excellence, Market Analysis, Project Management, Smartstream TLM, Sonic, QuarkXPress, Business Intelligence, HTML, CRM, Process Improvement, Business Analysis
Education
Northeastern University 2009 — 2011
Business Management
Northeastern University 2006 — 2009
Business Administration
Fletcher Crandall's Brown Brothers Harriman Experience 2006 - 2008
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2008 - Present
Brown Brothers Harriman 2006 - 2008
BlackRock 2005 - 2006
State Street Research 2001 - 2005
Dalbar 2000 - 2001
Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...
Education
Salem State University 1998 — 2000
Bachelor of Science, B.S. Political Science
Northeastern University 1995 — 1997
Bachelor of Science, Political Science and Government
State Street Global Advisors January 2008 - Present
Brown Brothers Harriman 2006 - 2008
BlackRock 2005 - 2006
State Street Research 2001 - 2005
Dalbar 2000 - 2001
Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...
Education
Salem State University 1998 — 2000
Bachelor of Science, B.S. Political Science
Northeastern University 1995 — 1997
Bachelor of Science, Political Science and Government
Eileen Doucette's Brown Brothers Harriman Experience 1990 - 1996
Job Manager, Field Support Services at REIT Management & Research
Industry Hospitality
Experience
REIT Management & Research July 2013 - Present
UGL-Unicco March 2012 - July 2013
Babson College June 2010 - March 2012
Starwood Hotels & Resorts Worldwide, Inc. June 2008 - 2009
Starwood Hotels & Resorts Worldwide, Inc. 2005 - 2008
Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2005
Starwood Hotels & Resorts Worldwide, Inc. 1996 - 2000
Brown Brothers Harriman 1990 - 1996
Bank of New England 1983 - 1989
Skills
IT Management, Data Center, Process Improvement, Vendor Management, IT Operations, Active Directory
Education
Northeastern University 1987 — 2003
MIS
REIT Management & Research July 2013 - Present
UGL-Unicco March 2012 - July 2013
Babson College June 2010 - March 2012
Starwood Hotels & Resorts Worldwide, Inc. June 2008 - 2009
Starwood Hotels & Resorts Worldwide, Inc. 2005 - 2008
Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2005
Starwood Hotels & Resorts Worldwide, Inc. 1996 - 2000
Brown Brothers Harriman 1990 - 1996
Bank of New England 1983 - 1989
Skills
IT Management, Data Center, Process Improvement, Vendor Management, IT Operations, Active Directory
Education
Northeastern University 1987 — 2003
MIS
Christine McLean's Brown Brothers Harriman Experience 1997 - 1999
Job Senior Vice President, Director, Marketing and Client Service Operations at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management February 1999 - Present
Brown Brothers Harriman 1997 - 1999
Skills
Equities, Investments, Asset Management, Alternative Investments
Education
Northeastern University 2001 — 2003
MSF, Finance
Saint Michael's College 1993 — 1997
BA, Economics
Acadian Asset Management February 1999 - Present
Brown Brothers Harriman 1997 - 1999
Skills
Equities, Investments, Asset Management, Alternative Investments
Education
Northeastern University 2001 — 2003
MSF, Finance
Saint Michael's College 1993 — 1997
BA, Economics
Kirsten Sward's Brown Brothers Harriman Experience March 2011 - April 2012
Job U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2012 - July 2015
HLM Venture Partners April 2012 - November 2012
Brown Brothers Harriman March 2011 - April 2012
Hologic October 2009 - February 2011
JL Capital July 2008 - September 2008
U.S. Department of Commerce January 2008 - June 2008
MFS Investment Management January 2007 - June 2007
Skills
PowerPoint, CRM, Management, Financial Reporting, Accounting
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
U.S. Bank November 2012 - July 2015
HLM Venture Partners April 2012 - November 2012
Brown Brothers Harriman March 2011 - April 2012
Hologic October 2009 - February 2011
JL Capital July 2008 - September 2008
U.S. Department of Commerce January 2008 - June 2008
MFS Investment Management January 2007 - June 2007
Skills
PowerPoint, CRM, Management, Financial Reporting, Accounting
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration (BSBA), Finance
Gregory Bardouille's Brown Brothers Harriman Experience May 2012 - Present
Job
Industry Financial Services
Experience
Brown Brothers Harriman May 2012 - Present
ING June 2009 - May 2012
State Street 2006 - 2009
Skills
Financial Services, Mutual Funds, Securities, Budgets, Fixed Income, Client Service Oriented, Compliance, Equities, Fund Accounting, Client Services, Financial Analysis, Finance, Analysis, Asset Management, Financial Modeling
Education
Northeastern University 1998 — 2006
Bachelor, Business Administration
Brown Brothers Harriman May 2012 - Present
ING June 2009 - May 2012
State Street 2006 - 2009
Skills
Financial Services, Mutual Funds, Securities, Budgets, Fixed Income, Client Service Oriented, Compliance, Equities, Fund Accounting, Client Services, Financial Analysis, Finance, Analysis, Asset Management, Financial Modeling
Education
Northeastern University 1998 — 2006
Bachelor, Business Administration
Finn McSweeney's Brown Brothers Harriman Experience March 2015 - Present
Job Associate Global Securities Lending at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2010 - February 2015
Wheretoeat.in /@eatBoston July 2009 - December 2010
Book of Odds Enterprises, Inc. January 2009 - June 2009
Book of Odds Enterprises, Inc. January 2008 - January 2009
Nanotechnology and Society Research Group May 2007 - August 2007
Office of Consumer Affairs & Business Regulation 2006 - 2006
Skills
VBA, SQL, Hyperion Interactive..., GlobalOne, SWIFT Messaging, Microsoft Excel
Education
Northeastern University 2004 — 2009
B.S., Economics and Political Science
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman March 2010 - February 2015
Wheretoeat.in /@eatBoston July 2009 - December 2010
Book of Odds Enterprises, Inc. January 2009 - June 2009
Book of Odds Enterprises, Inc. January 2008 - January 2009
Nanotechnology and Society Research Group May 2007 - August 2007
Office of Consumer Affairs & Business Regulation 2006 - 2006
Skills
VBA, SQL, Hyperion Interactive..., GlobalOne, SWIFT Messaging, Microsoft Excel
Education
Northeastern University 2004 — 2009
B.S., Economics and Political Science
Emmanuel Marcelin's Brown Brothers Harriman Experience September 2014 - August 2015
Job at
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Brown Brothers Harriman September 2014 - August 2015
Brown Brothers Harriman August 2011 - August 2014
Brown Brothers Harriman June 2008 - August 2011
Skills
Fund Accounting, Mutual Funds, Cash Management, Accounting, Options, Swaps, Foreign Exchange, Fund Administration, Securities, Bloomberg Terminal, Fixed Income, Derivatives, Money Market, Hedge Funds
Education
Northeastern University
J.P. Morgan August 2015 - Present
Brown Brothers Harriman September 2014 - August 2015
Brown Brothers Harriman August 2011 - August 2014
Brown Brothers Harriman June 2008 - August 2011
Skills
Fund Accounting, Mutual Funds, Cash Management, Accounting, Options, Swaps, Foreign Exchange, Fund Administration, Securities, Bloomberg Terminal, Fixed Income, Derivatives, Money Market, Hedge Funds
Education
Northeastern University
Kevin Vito's Brown Brothers Harriman Experience December 2013 - Present
Job Investor On Boarding Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman December 2013 - Present
Citizens Bank May 2013 - December 2013
State Street Bank February 2007 - April 2012
Bank of America October 1996 - February 2007
Fidelity Investments October 1986 - October 1997
Skills
Sanction, Risk Management, OFAC, KYC, Mutual Funds, Financial Risk, AML, Bank Secrecy Act, Operational Risk..., USA PATRIOT Act, Banking, Compliance, Due Diligence, Financial Services, Operational Risk, Securities
Education
Northeastern University 1981 — 1986
Bachelor of Science, Pre-Law
Brown Brothers Harriman December 2013 - Present
Citizens Bank May 2013 - December 2013
State Street Bank February 2007 - April 2012
Bank of America October 1996 - February 2007
Fidelity Investments October 1986 - October 1997
Skills
Sanction, Risk Management, OFAC, KYC, Mutual Funds, Financial Risk, AML, Bank Secrecy Act, Operational Risk..., USA PATRIOT Act, Banking, Compliance, Due Diligence, Financial Services, Operational Risk, Securities
Education
Northeastern University 1981 — 1986
Bachelor of Science, Pre-Law
Garrett Logan's Brown Brothers Harriman Experience July 2013 - May 2015
Job MBA Candidate at University of Notre Dame
Industry Banking
Experience
Brown Brothers Harriman July 2013 - May 2015
Brown Brothers Harriman August 2010 - June 2013
Brown Brothers Harriman April 2007 - July 2010
Skills
Customer Service, Financial Analysis, Banking, Risk Management, Business Analysis, Microsoft Word, Finance, Analysis, Investments, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Investments
Northeastern University 2001 — 2006
Bachelor of Science (BS), Economics
Brown Brothers Harriman July 2013 - May 2015
Brown Brothers Harriman August 2010 - June 2013
Brown Brothers Harriman April 2007 - July 2010
Skills
Customer Service, Financial Analysis, Banking, Risk Management, Business Analysis, Microsoft Word, Finance, Analysis, Investments, Strategic Planning
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Investments
Northeastern University 2001 — 2006
Bachelor of Science (BS), Economics
Gordon Wan's Brown Brothers Harriman Experience 2011 - 2013
Job Marketing Director at Transamerica Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. 2013 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2000 - 2011
PFPC GLOBAL FUND SERVICES 1999 - 2000
PFPC GLOBAL FUND SERVICES 1997 - 1999
PFPC GLOBAL FUND SERVICES 1995 - 1997
THE BOSTON COMPANY 1992 - 1995
MUTUAL OF NEW YORK 1990 - 1992
Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy
Education
Northeastern University 1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing
Transamerica Financial Advisors, Inc. 2013 - Present
Brown Brothers Harriman 2011 - 2013
Brown Brothers Harriman 2000 - 2011
PFPC GLOBAL FUND SERVICES 1999 - 2000
PFPC GLOBAL FUND SERVICES 1997 - 1999
PFPC GLOBAL FUND SERVICES 1995 - 1997
THE BOSTON COMPANY 1992 - 1995
MUTUAL OF NEW YORK 1990 - 1992
Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy
Education
Northeastern University 1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing
COREY KANE's Brown Brothers Harriman Experience 1998 - 2008
Job Self Employed
Industry Construction
Experience
Analog Devices May 2008 - April 2010
Brown Brothers Harriman 1998 - 2008
Education
Northeastern University
Finance
Analog Devices May 2008 - April 2010
Brown Brothers Harriman 1998 - 2008
Education
Northeastern University
Finance
Michaela Plaisted's Brown Brothers Harriman Experience May 2010 - June 2011
Job Senior Auditor at Santander Bank, N.A.
Industry Accounting
Experience
Santander Bank, N.A. June 2011 - Present
Brown Brothers Harriman May 2010 - June 2011
Sovereign Bank January 2008 - August 2008
United States Trust Company January 2007 - July 2007
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Accounting
Education
Northeastern University 2005 — 2009
Bachelor of Science, Accounting
Santander Bank, N.A. June 2011 - Present
Brown Brothers Harriman May 2010 - June 2011
Sovereign Bank January 2008 - August 2008
United States Trust Company January 2007 - July 2007
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Accounting
Education
Northeastern University 2005 — 2009
Bachelor of Science, Accounting
Josh Kazlauskas's Brown Brothers Harriman Experience April 2013 - August 2014
Job at GW&K Investment Management
Industry Real Estate
Experience
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
GW&K Investment Management August 2014 - Present
City Residential Boston January 2012 - Present
Brown Brothers Harriman April 2013 - August 2014
East Coast Realty January 2010 - January 2012
Better Place Realty December 2008 - January 2010
Eaton Vance July 2008 - January 2009
Skills
Real Estate, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Social Media, Sales, Microsoft Word, Social Media Marketing, Event Planning, Facebook, Negotiation, Customer Service, Online Advertising, Management, Start-ups
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship & New Venture Management and Marketing
Kristin Federline's Brown Brothers Harriman Experience July 2010 - December 2010
Job The Baupost Group
Industry Financial Services
Experience
The Baupost Group January 2015 - Present
Wellington Management September 2011 - January 2015
Brown Brothers Harriman July 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Procter & Gamble July 2008 - December 2008
Education
Northeastern University 2006 — 2011
The Baupost Group January 2015 - Present
Wellington Management September 2011 - January 2015
Brown Brothers Harriman July 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Procter & Gamble July 2008 - December 2008
Education
Northeastern University 2006 — 2011
Jeff O'Neill's Brown Brothers Harriman Experience February 2008 - December 2010
Job Managing Director Global Head of Trading at eSecLending
Industry Financial Services
Experience
eSecLending October 2013 - Present
Investment Strategist / 15 Thurman Capital January 2011 - September 2013
Brown Brothers Harriman February 2008 - December 2010
K Capital Partners September 2001 - December 2007
State Street 1991 - 2001
Skills
Business Strategy, Equities, Hedge Funds, Derivatives, Trading, Financial Services, Prime Brokerage, Equity Trading, Swaps, Global Cash Management, Treasury Management, FX Hedging, Manage Complex Projects, Securities, Strategy, Securities Lending, Risk Management
Education
Suffolk University - Sawyer Business School 1995 — 1997
Master of Science, Finance
Northeastern University 1986 — 1991
BS in Business, Finance and International Business
eSecLending October 2013 - Present
Investment Strategist / 15 Thurman Capital January 2011 - September 2013
Brown Brothers Harriman February 2008 - December 2010
K Capital Partners September 2001 - December 2007
State Street 1991 - 2001
Skills
Business Strategy, Equities, Hedge Funds, Derivatives, Trading, Financial Services, Prime Brokerage, Equity Trading, Swaps, Global Cash Management, Treasury Management, FX Hedging, Manage Complex Projects, Securities, Strategy, Securities Lending, Risk Management
Education
Suffolk University - Sawyer Business School 1995 — 1997
Master of Science, Finance
Northeastern University 1986 — 1991
BS in Business, Finance and International Business
Brittany Pierce, M.S., PA-C's Brown Brothers Harriman Experience July 2008 - March 2010
Job Physician Assistant
Industry Medical Practice
Experience
Cambridge Health Alliance Graduate StudentNortheastern UniversityAugust 2013 - August 2015
Harvard Vanguard Medical Associates November 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Putnam Investments October 2005 - July 2008
Skills
Microsoft Office, Process Improvement, Project Planning, Strategic Planning, Research, Budgets, Business Strategy, Leadership, Healthcare, Project Management, Team Building, Change Management, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Program Management, Microsoft Excel, Team Leadership
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Physician Assistant
Wheaton College (MA) 2001 — 2005
Bachelor of Arts (B.A.)
Cambridge Health Alliance Graduate StudentNortheastern UniversityAugust 2013 - August 2015
Harvard Vanguard Medical Associates November 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Putnam Investments October 2005 - July 2008
Skills
Microsoft Office, Process Improvement, Project Planning, Strategic Planning, Research, Budgets, Business Strategy, Leadership, Healthcare, Project Management, Team Building, Change Management, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Program Management, Microsoft Excel, Team Leadership
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Physician Assistant
Wheaton College (MA) 2001 — 2005
Bachelor of Arts (B.A.)
Kevin. Lydon's Brown Brothers Harriman Experience February 2015 - Present
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman August 2011 - January 2015
Brown Brothers Harriman January 2009 - January 2012
Berkshire School September 2003 - June 2006
Skills
Securities, Mutual Funds, Bloomberg, Team Management, Fixed Income, Equities, Client Service, Admissions Officer, Math Teacher, Coaching, Hedge Funds, Financial Services, Employee Training, Training Delivery, Training & Development, Curriculum Development
Education
Northeastern University 1990 — 1994
BS, Finance & Business Management
The Governors Academy 1985 — 1989
Brown Brothers Harriman February 2015 - Present
Brown Brothers Harriman August 2011 - January 2015
Brown Brothers Harriman January 2009 - January 2012
Berkshire School September 2003 - June 2006
Skills
Securities, Mutual Funds, Bloomberg, Team Management, Fixed Income, Equities, Client Service, Admissions Officer, Math Teacher, Coaching, Hedge Funds, Financial Services, Employee Training, Training Delivery, Training & Development, Curriculum Development
Education
Northeastern University 1990 — 1994
BS, Finance & Business Management
The Governors Academy 1985 — 1989
Brett Dietz's Brown Brothers Harriman Experience June 2011 - September 2013
Job Client Advisor and Tax Associate at Fortis Management Group
Industry Accounting
Experience
JDJ Family Office Services 2015 - Present
Fortis Management Group September 2013 - March 2015
Brown Brothers Harriman June 2011 - September 2013
RINET Company July 2010 - December 2010
MFS Investment Management June 2009 - January 2010
MFS Investment Management July 2008 - December 2008
Skills
Bloomberg, Customer Service, Account Reconciliation, Financial Services, PowerPoint, Microsoft Excel, Tax, Mutual Funds, Analysis, Securities, Financial Analysis, Financial Statements, Tax Preparation, Income tax prep, Accounting
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation, Graduate
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Finance and Accounting
JDJ Family Office Services 2015 - Present
Fortis Management Group September 2013 - March 2015
Brown Brothers Harriman June 2011 - September 2013
RINET Company July 2010 - December 2010
MFS Investment Management June 2009 - January 2010
MFS Investment Management July 2008 - December 2008
Skills
Bloomberg, Customer Service, Account Reconciliation, Financial Services, PowerPoint, Microsoft Excel, Tax, Mutual Funds, Analysis, Securities, Financial Analysis, Financial Statements, Tax Preparation, Income tax prep, Accounting
Education
Northeastern University 2014 — 2016
Master's Degree, Taxation, Graduate
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Finance and Accounting
Li Hui Xie's Brown Brothers Harriman Experience March 2014 - September 2014
Job Investment Operations Specialist
Industry Higher Education
Experience
Federated MDT Advisers May 2015 - Present
Brown Brothers Harriman March 2014 - September 2014
Northeastern University September 2008 - December 2013
AIG January 2013 - June 2013
Casino City January 2012 - June 2012
BCG & Company January 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Market Share Analysis, Statistical Analysis, Statistics, Data Analysis, Data Mining, VBA, Excel, Access, Stata, Matlab, Actuarial Science, Catastrophe Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Economics
Charlestown High School 2004 — 2008
Federated MDT Advisers May 2015 - Present
Brown Brothers Harriman March 2014 - September 2014
Northeastern University September 2008 - December 2013
AIG January 2013 - June 2013
Casino City January 2012 - June 2012
BCG & Company January 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Market Share Analysis, Statistical Analysis, Statistics, Data Analysis, Data Mining, VBA, Excel, Access, Stata, Matlab, Actuarial Science, Catastrophe Modeling
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Economics
Charlestown High School 2004 — 2008
Mark Pepjonovich's Brown Brothers Harriman Experience July 2011 - July 2013
Job Senior Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2013 - Present
Brown Brothers Harriman July 2011 - July 2013
Batterymarch Financial Management June 2010 - December 2010
FlyPrivate June 2008 - December 2008
Skills
Mutual Funds, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Microsoft Office, Negotiation, PowerPoint, Financial Modeling, Analysis, Market Research, Portfolio Management, Securities, Asset Managment, Microsoft Word, Bloomberg Terminal
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Management
Boston College High School
Cambridge Associates July 2013 - Present
Brown Brothers Harriman July 2011 - July 2013
Batterymarch Financial Management June 2010 - December 2010
FlyPrivate June 2008 - December 2008
Skills
Mutual Funds, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Microsoft Office, Negotiation, PowerPoint, Financial Modeling, Analysis, Market Research, Portfolio Management, Securities, Asset Managment, Microsoft Word, Bloomberg Terminal
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Management
Boston College High School
I-Ting Yeh's Brown Brothers Harriman Experience Financial Reporting AnalystJPMorganChaseFebruary 2008 - June 2010
Job Financial Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Financial Reporting AnalystJPMorganChaseFebruary 2008 - June 2010
Brown Brothers Harriman December 2006 - December 2007
Education
Northeastern University 2001 — 2006
Bachelors, Business Administration
Brown Brothers Harriman Financial Reporting AnalystJPMorganChaseFebruary 2008 - June 2010
Brown Brothers Harriman December 2006 - December 2007
Education
Northeastern University 2001 — 2006
Bachelors, Business Administration
David Varitimos's Brown Brothers Harriman Experience April 2015 - Present
Job Senior Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman April 2011 - April 2015
Brown Brothers Harriman March 2007 - April 2011
Brown Brothers Harriman March 2007 - April 2008
State Street Bank December 2005 - March 2007
Skills
Bloomberg, Financial Services, New Business Development, Fixed Income, Equities, Securities, Financial Analysis, Fund Accounting, Corporate Actions, Business Analysis, Bloomberg Terminal, Derivatives, Microsoft Excel, Finance, Global Custody, Mircrosoft Visio, Project Management, Cost Management, Mutual Funds, Microsoft Office, Reuters, Manage Client..., Onboarding, Productivity, Operational Efficiency, Cost Efficiency, Staff Development, Staff Management, Team Leadership, Strategic Planning, Analysis, Accounting, Process Improvement
Education
Northeastern University 2011 — 2014
Masters of Business Administration (MBA), Specialization in Investments
Stonehill College 1997 — 2001
Liberal Arts, Economics
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman April 2011 - April 2015
Brown Brothers Harriman March 2007 - April 2011
Brown Brothers Harriman March 2007 - April 2008
State Street Bank December 2005 - March 2007
Skills
Bloomberg, Financial Services, New Business Development, Fixed Income, Equities, Securities, Financial Analysis, Fund Accounting, Corporate Actions, Business Analysis, Bloomberg Terminal, Derivatives, Microsoft Excel, Finance, Global Custody, Mircrosoft Visio, Project Management, Cost Management, Mutual Funds, Microsoft Office, Reuters, Manage Client..., Onboarding, Productivity, Operational Efficiency, Cost Efficiency, Staff Development, Staff Management, Team Leadership, Strategic Planning, Analysis, Accounting, Process Improvement
Education
Northeastern University 2011 — 2014
Masters of Business Administration (MBA), Specialization in Investments
Stonehill College 1997 — 2001
Liberal Arts, Economics
Hong La's Brown Brothers Harriman Experience June 2006 - April 2007
Job Assistant Director at State Street Corporation
Industry Banking
Experience
ROBERT HALF MANAGEMENT RESOURCES, December 2014 - June 2015
State Street Corporation April 2007 - October 2014
Brown Brothers Harriman June 2006 - April 2007
State Street Corporation February 2005 - June 2006
Skills
•Understanding of..., •Highly analytical and..., •Ability to prioritize..., •Strong communication...
Education
Northeastern University
Bachelor's Degree, Business Administration Major: Management and Marketing
ROBERT HALF MANAGEMENT RESOURCES, December 2014 - June 2015
State Street Corporation April 2007 - October 2014
Brown Brothers Harriman June 2006 - April 2007
State Street Corporation February 2005 - June 2006
Skills
•Understanding of..., •Highly analytical and..., •Ability to prioritize..., •Strong communication...
Education
Northeastern University
Bachelor's Degree, Business Administration Major: Management and Marketing
Joseph Fraioli's Brown Brothers Harriman Experience January 2013 - Present
Job Student at Northeastern University
Industry Real Estate
Experience
Brown Brothers Harriman January 2013 - Present
Guaranteed Home Mortgage Company, Inc. April 2012 - September 2012
Education
Northeastern University 2011 — 2016
Brown Brothers Harriman January 2013 - Present
Guaranteed Home Mortgage Company, Inc. April 2012 - September 2012
Education
Northeastern University 2011 — 2016
Joseph Maglio's Brown Brothers Harriman Experience 2005 - Present
Job AVP Sr. Programmer Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2005 - Present
Skills
SQL, Oracle, Requirements Analysis, Process Improvement
Education
Northeastern University
Bachelor of Science (BS)
Worcester Polytechnic Institute
Brown Brothers Harriman 2005 - Present
Skills
SQL, Oracle, Requirements Analysis, Process Improvement
Education
Northeastern University
Bachelor of Science (BS)
Worcester Polytechnic Institute
Cameron Doyle's Brown Brothers Harriman Experience January 2013 - June 2013
Job Pricing Analyst at BNY Mellon
Industry
Experience
the Hampton Beach Casino Ballroom April 2012 - Present
BNY Mellon November 2013 - July 2014
Brown Brothers Harriman January 2013 - June 2013
Our Lady of Victories Primary School August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Northeastern University 2011 — 2016
Finance
Newburyport High School 2007 — 2011
High School Diploma
the Hampton Beach Casino Ballroom April 2012 - Present
BNY Mellon November 2013 - July 2014
Brown Brothers Harriman January 2013 - June 2013
Our Lady of Victories Primary School August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Northeastern University 2011 — 2016
Finance
Newburyport High School 2007 — 2011
High School Diploma
Justin Semke's Brown Brothers Harriman Experience 2012 - 2012
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Ameriprise Financial Services, Inc. June 2014 - Present
Federated MDT Advisers 2013 - 2013
Brown Brothers Harriman 2012 - 2012
Sapers & Wallack, Inc. 2011 - 2011
The Solar Energy Consortium 2010 - 2010
Education
Northeastern University 2009 — 2014
Marilyn Gallardo's Brown Brothers Harriman Experience 1969 - 1980
Job substitute Placer at Westford Public Schools
Industry Education Management
Experience
Groton-Dunstable Regional School District 1994 - Present
Westford Public Schools 1988 - Present
Brown Brothers Harriman 1969 - 1980
Education
Matignon High School 1961 — 1965
Northeastern University
Groton-Dunstable Regional School District 1994 - Present
Westford Public Schools 1988 - Present
Brown Brothers Harriman 1969 - 1980
Education
Matignon High School 1961 — 1965
Northeastern University
Marie Wuorio's Brown Brothers Harriman Experience June 2005 - Present
Job Lead Desktop Support Engineer at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2005 - Present
Fidelity Investments August 1997 - October 2002
Skills
Windows 7, Windows XP, Technical Support, Lotus Notes, Active Directory, Disaster Recovery, Microsoft Exchange, Windows Server, SDLC, System Deployment, SharePoint, Windows, Networking
Education
Northeastern University 1980 — 1987
Associate of Science (A.S.), Business Administration and Management, General
Brown Brothers Harriman June 2005 - Present
Fidelity Investments August 1997 - October 2002
Skills
Windows 7, Windows XP, Technical Support, Lotus Notes, Active Directory, Disaster Recovery, Microsoft Exchange, Windows Server, SDLC, System Deployment, SharePoint, Windows, Networking
Education
Northeastern University 1980 — 1987
Associate of Science (A.S.), Business Administration and Management, General
Christine G's Brown Brothers Harriman Experience January 2012 - September 2012
Job Revenue Examiner | Exec.Office for Administration and Finance | Commonwealth of Mass.
Industry Financial Services
Experience
Commonwealth of Massachusetts October 2012 - Present
Brown Brothers Harriman January 2012 - September 2012
State Street November 2008 - December 2010
Skills
Private Equity, Tax Laws, Knowledge and..., Microsoft Excel..., Bloomberg, Securities, Financial Services
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Harvard University Extension School 2010 — 2011
Masters of Liberal Arts Program, Management
Worcester State College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Economics
Commonwealth of Massachusetts October 2012 - Present
Brown Brothers Harriman January 2012 - September 2012
State Street November 2008 - December 2010
Skills
Private Equity, Tax Laws, Knowledge and..., Microsoft Excel..., Bloomberg, Securities, Financial Services
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Harvard University Extension School 2010 — 2011
Masters of Liberal Arts Program, Management
Worcester State College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Economics
Christina Henke's Brown Brothers Harriman Experience November 2004 - March 2005
Job Business Analyst
Industry Financial Services
Experience
Confidential Company - Undisclosed August 2014 - Present
Ryan Business and Technology Solutions LLC August 2012 - August 2014
Ryan Associates Technology May 2010 - July 2012
Ares Management November 2006 - March 2010
Telecom Data Systems April 2006 - October 2006
Brown Brothers Harriman November 2004 - March 2005
Manulife Financial July 2003 - December 2003
Manulife Financial July 2002 - December 2002
Skills
Software Implementation, Business Requirements, Finance, Analysis
Education
Northeastern University 2001 — 2004
Bachelor of Science (BS), Business Finance, 3.3
Confidential Company - Undisclosed August 2014 - Present
Ryan Business and Technology Solutions LLC August 2012 - August 2014
Ryan Associates Technology May 2010 - July 2012
Ares Management November 2006 - March 2010
Telecom Data Systems April 2006 - October 2006
Brown Brothers Harriman November 2004 - March 2005
Manulife Financial July 2003 - December 2003
Manulife Financial July 2002 - December 2002
Skills
Software Implementation, Business Requirements, Finance, Analysis
Education
Northeastern University 2001 — 2004
Bachelor of Science (BS), Business Finance, 3.3
Kevin Diego Conti's Brown Brothers Harriman Experience March 2013 - Present
Job Senior Fund Accountant
Industry Investment Banking
Experience
Brown Brothers Harriman March 2013 - Present
CAP COM Federal Credit Union 2010 - 2011
Town of Colonie 2005 - 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office, Auditing, Budgets, Financial Accounting, Microsoft Word, Internal Controls, Customer Service, Accounts Payable, Tax, PowerPoint
Education
Northeastern University 2012 — 2012
Master of Science (MS), Accounting, 3.12
Stonehill College 2008 — 2012
Bachelor of Science (BS), Accounting, 3.08
Brown Brothers Harriman March 2013 - Present
CAP COM Federal Credit Union 2010 - 2011
Town of Colonie 2005 - 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office, Auditing, Budgets, Financial Accounting, Microsoft Word, Internal Controls, Customer Service, Accounts Payable, Tax, PowerPoint
Education
Northeastern University 2012 — 2012
Master of Science (MS), Accounting, 3.12
Stonehill College 2008 — 2012
Bachelor of Science (BS), Accounting, 3.08
Alexis Wamsley's Brown Brothers Harriman Experience July 2014 - December 2014
Job Wealth Management Intern, The Deatherage Group at Morgan Stanley
Industry
Experience
Morgan Stanley July 2015 - Present
Brown Brothers Harriman July 2014 - December 2014
Rockland Country Club July 2011 - December 2013
Skills
Accounting, Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Financial Accounting, Accounts Receivable
Education
Northeastern University 2012 — 2016
Finance
Swinburne University of Technology 2012 — 2012
Study Abroad
North Rockland High School 2008 — 2012
Morgan Stanley July 2015 - Present
Brown Brothers Harriman July 2014 - December 2014
Rockland Country Club July 2011 - December 2013
Skills
Accounting, Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Financial Accounting, Accounts Receivable
Education
Northeastern University 2012 — 2016
Finance
Swinburne University of Technology 2012 — 2012
Study Abroad
North Rockland High School 2008 — 2012
peter manganaro's Brown Brothers Harriman Experience October 2000 - Present
Job Tax Specialist at H&R Block
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
H&R Block January 1998 - Present
Brown Brothers Harriman 2000 - 2013
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Securities, Financial Services, Derivatives, Investments, Portfolio Management, Hedge Funds, Asset Management, Banking, Financial Analysis, Risk Management, Financial Markets
Education
Northeastern University 1980 — 1984
Economics
Northeastern University 1979 — 1984
Bachelor's degree, Economics
Brown Brothers Harriman October 2000 - Present
H&R Block January 1998 - Present
Brown Brothers Harriman 2000 - 2013
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Securities, Financial Services, Derivatives, Investments, Portfolio Management, Hedge Funds, Asset Management, Banking, Financial Analysis, Risk Management, Financial Markets
Education
Northeastern University 1980 — 1984
Economics
Northeastern University 1979 — 1984
Bachelor's degree, Economics
Alison Whelan's Brown Brothers Harriman Experience January 2015 - Present
Job Talent Acquistion Support at Brown Brothers Harriman
Industry Marketing and Advertising
Experience
Brown Brothers Harriman January 2015 - Present
Health Express Urgent Care June 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, Social Media, Teamwork
Education
Northeastern University 2013 — 2016
Business Administration and Management, General
Union College 2012 — 2013
Brown Brothers Harriman January 2015 - Present
Health Express Urgent Care June 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Marketing, Leadership, Social Media, Teamwork
Education
Northeastern University 2013 — 2016
Business Administration and Management, General
Union College 2012 — 2013
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation